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
121075	中报业绩密集披露	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
121074	消息称渣打集团旗下合资企业计划推出港元稳定币	AI支付+跨境支付+数字货币 1、据2026年7月1日互动易及2026年6月24日业绩说明会，公司投资新加坡Debia公司，加速推进“本地数字化+跨境支付”一体化国际业务布局，并切入AI Agent支付赛道，将境内商户服务能力与AI技术优势同境外持牌清结算能力结合。 2、据2026年7月17日互动易，公司发布国内首个支付行业专属大模型，并打造“鲁班”超级AI智能体；据2026年6月24日业绩说明会，支付大模型二季度日均调用token量已超200亿次，较2025年增长超30倍。 3、据2025年年报，公司累计为近17万家收单商户开通数字人民币服务，强化支付受理、清结算、合规留痕一体化交付能力，并探索数字人民币与跨境收款的结合方式。	1、公司目前正加速海外牌照及账户体系布局，在香港及美国设立子公司香港星驿支付公司及NovaPay，已成功获批MSB牌照，并筹备MSO牌照申请； 2、公司与阿里云共建支付专属大模型，单日token调用近6亿，跻身泛金融AI应用规模全国前十，已发布30余款智能体并嵌入支付、营销、风控等核心流程	2026-05-07\|20.69\|1.22\|20.54\|20.69\|20.24\|189746;2026-05-08\|21.64\|4.59\|20.62\|22.19\|20.50\|434266;2026-05-11\|22.49\|3.93\|21.78\|22.78\|21.45\|457531;2026-05-12\|21.97\|-2.31\|22.38\|22.64\|21.90\|311897;2026-05-13\|22.00\|0.14\|21.97\|22.18\|21.59\|332910;2026-05-14\|22.35\|1.59\|22.00\|22.95\|21.77\|504698;2026-05-15\|22.45\|0.45\|22.37\|22.65\|21.91\|345422;2026-05-18\|22.69\|1.07\|22.40\|22.91\|22.01\|356182;2026-05-19\|23.67\|4.32\|22.69\|23.67\|22.60\|420560;2026-05-20\|23.24\|-1.82\|23.64\|23.64\|22.98\|306874;2026-05-21\|22.55\|-2.97\|23.35\|23.77\|22.40\|368513;2026-05-22\|24.81\|10.02\|22.98\|24.81\|22.70\|748978;2026-05-25\|25.74\|3.75\|24.68\|25.78\|23.90\|838878;2026-05-26\|24.59\|-4.47\|25.41\|25.56\|24.26\|549656;2026-05-27\|23.41\|-4.80\|24.68\|24.75\|23.15\|465493;2026-05-28\|21.75\|-7.09\|23.30\|23.30\|21.30\|554821;2026-05-29\|20.68\|-4.92\|21.75\|21.95\|20.56\|373009;2026-06-01\|20.73\|0.24\|20.60\|21.12\|20.52\|259842;2026-06-02\|20.18\|-2.65\|20.80\|20.80\|20.03\|248729;2026-06-03\|19.93\|-1.24\|20.12\|20.43\|19.76\|262713;2026-06-04\|20.21\|1.40\|19.95\|20.71\|19.81\|237795;2026-06-05\|19.76\|-2.23\|20.22\|20.25\|19.61\|214247;2026-06-08\|18.01\|-8.86\|19.20\|19.23\|17.85\|368137;2026-06-09\|18.12\|0.61\|18.23\|18.25\|17.70\|172508;2026-06-10\|17.98\|-0.77\|18.24\|18.57\|17.76\|193782;2026-06-11\|17.33\|-3.62\|17.71\|17.80\|17.15\|218665;2026-06-12\|17.84\|2.94\|17.49\|18.04\|17.42\|186314;2026-06-15\|18.25\|2.30\|18.00\|18.54\|17.96\|218801;2026-06-16\|17.81\|-2.41\|18.25\|18.25\|17.75\|223707;2026-06-17\|17.62\|-1.07\|17.76\|17.88\|17.47\|221580;2026-06-18\|17.75\|0.74\|17.50\|18.19\|17.19\|261113;2026-06-22\|18.66\|5.13\|17.63\|18.73\|17.53\|324316;2026-06-23\|18.20\|-2.47\|18.45\|18.76\|18.09\|207527;2026-06-24\|18.01\|-1.04\|18.07\|18.36\|17.63\|207374;2026-06-25\|17.50\|-1.46\|17.80\|18.06\|17.28\|205610;2026-06-26\|16.00\|-8.57\|17.33\|17.33\|15.99\|333929;2026-06-29\|15.75\|-1.56\|15.99\|16.09\|15.45\|241902;2026-06-30\|16.30\|3.49\|15.69\|16.33\|15.52\|191450;2026-07-01\|16.58\|1.72\|16.22\|16.91\|16.13\|195735;2026-07-02\|16.38\|-1.21\|16.56\|16.78\|16.31\|162720;2026-07-03\|16.55\|1.04\|16.38\|16.64\|16.31\|144422;2026-07-06\|16.48\|-0.42\|16.52\|16.72\|16.36\|117250;2026-07-07\|15.90\|-3.52\|16.50\|16.50\|15.87\|127676;2026-07-08\|16.15\|1.57\|15.90\|16.30\|15.90\|139794;2026-07-09\|16.29\|0.87\|16.08\|16.30\|15.80\|151148;2026-07-10\|16.33\|0.25\|16.20\|16.73\|16.04\|210408;2026-07-13\|15.68\|-3.98\|16.26\|16.60\|15.61\|211809;2026-07-14\|15.61\|-0.45\|15.71\|15.75\|15.16\|176379;2026-07-15\|15.86\|1.60\|15.60\|16.06\|15.51\|154222;2026-07-16\|16.60\|4.67\|15.76\|16.89\|15.75\|289242;2026-07-17\|16.31\|-1.75\|16.45\|16.91\|16.25\|257747;2026-07-20\|16.62\|1.90\|16.46\|16.67\|16.16\|213836;2026-07-21\|17.94\|7.94\|16.66\|18.28\|16.63\|573470;2026-07-22\|17.31\|-3.51\|17.74\|17.74\|17.22\|353875;2026-07-23\|17.19\|-0.69\|17.29\|17.42\|16.92\|226608;2026-07-24\|16.21\|-5.70\|16.95\|17.09\|16.20\|208164;2026-07-27\|16.61\|2.47\|16.10\|16.65\|16.02\|151443;2026-07-28\|16.83\|1.32\|16.36\|16.91\|16.30\|175678;2026-07-29\|17.61\|4.63\|16.89\|17.73\|16.80\|275113;2026-07-30\|18.47\|4.88\|17.60\|18.96\|17.51\|438873;2026-07-31\|18.79\|1.73\|18.35\|19.02\|18.30\|323608;2026-08-03\|19.12\|1.76\|18.79\|19.47\|18.73\|270506;2026-08-04\|18.88\|-1.26\|19.13\|19.23\|18.81\|218726;2026-08-05\|18.68\|-1.06\|18.90\|19.20\|18.56\|266173;2026-08-06\|18.68\|0.00\|18.51\|19.35\|18.46\|274234;2026-08-07\|18.36\|-1.71\|18.59\|18.59\|18.00\|258562;2026-08-10\|18.42\|0.33\|18.35\|18.57\|18.00\|163796;2026-08-11\|18.18\|-1.30\|18.39\|18.50\|18.10\|115921;2026-08-12\|18.10\|-0.44\|18.22\|18.37\|18.03\|119782;2026-08-13\|17.99\|-0.61\|18.15\|18.35\|17.90\|184449;2026-08-14\|17.78\|-1.17\|17.98\|18.10\|17.51\|143626;2026-08-17\|17.89\|0.62\|17.72\|17.91\|17.47\|120049;2026-08-18\|17.95\|0.34\|17.82\|18.03\|17.56\|134988;2026-08-19\|17.47\|-2.67\|17.79\|17.85\|17.20\|163475;2026-08-20\|18.13\|3.78\|17.60\|18.30\|17.55\|224500;2026-08-21\|18.42\|1.60\|18.13\|18.50\|17.91\|211885;2026-08-24\|18.32\|-0.54\|18.30\|19.05\|18.20\|172916;2026-08-25\|18.81\|2.67\|18.28\|18.98\|18.28\|234305;2026-08-26\|20.69\|9.99\|20.32\|20.69\|19.93\|904052;2026-08-27\|20.88\|0.92\|20.70\|21.04\|20.36\|684083;2026-08-28\|20.51\|-1.77\|20.87\|20.99\|20.48\|347401;2026-08-31\|20.49\|-0.10\|20.34\|20.59\|20.01\|228058;2026-09-01\|20.91\|2.05\|20.52\|21.21\|20.33\|334274;2026-09-02\|20.65\|-1.24\|20.52\|20.95\|20.43\|203359;2026-09-03\|21.09\|2.13\|20.86\|21.39\|20.65\|286878;2026-09-04\|21.60\|2.42\|21.69\|22.56\|21.46\|502510;2026-09-07\|21.07\|-2.45\|21.37\|21.65\|21.05\|301378;2026-09-08\|20.84\|-1.09\|20.99\|21.23\|20.74\|169881;2026-09-09\|20.38\|-2.21\|20.81\|20.85\|20.25\|186429;2026-09-10\|20.06\|-1.57\|20.28\|20.43\|20.02\|112611;2026-09-11\|19.59\|-2.34\|20.00\|20.00\|19.30\|186344
121073	消息称渣打集团旗下合资企业计划推出港元稳定币	跨境支付+数字人民币+半年报减亏+北京国资行业原因： 7月21日早盘，跨境支付概念异动拉升。消息面上，在2026世界人工智能大会上，万事达卡与寻汇发布白皮书指出，AI智能体正推动B2B跨境支付从数字化迈向自主化。公司原因： 1、据2026年5月29日互动易，公司控股子公司海科融通已成功与工行对接并应用至翠微商业场景，正在与新增运营银行进行系统对接；国际业务稳步拓展涉外收单场景，外卡收单覆盖教育、国际会展、文旅景区等重点场景。 2、据2025年11月21日互动易，海科融通已与微信支付就“跨境二维码统一网关”达成合作并完成能力对接，成为行业首批支持该能力的机构之一。 3、据2026年7月15日公告，公司预计2026年半年度净利润为-8,000万元到-6,500万元，同比减亏1.23亿元到1.38亿元，主要系支付业务毛利率提升及公允价值变动收益增加。 4、据2026年3月28日年报及2026年7月13日互动易，公司最终控制人为北京市海淀区国有资产监督管理委员会，旗下拥有翠微百货等知名商业品牌，在北京核心商圈拥有自有物业约19.4万平方米。	子公司海科融通已与央行数字货币研究所指定运营银行系统对接，在多商业场景中支持数字人民币支付收款，为商户提供数字人民币收单服务	2026-05-07\|11.93\|0.00\|11.78\|11.97\|11.73\|278187;2026-05-08\|11.85\|-0.67\|11.77\|11.95\|11.76\|160791;2026-05-11\|11.92\|0.59\|11.85\|12.03\|11.80\|211453;2026-05-12\|11.69\|-1.93\|11.85\|11.99\|11.63\|209283;2026-05-13\|11.72\|0.26\|11.54\|11.74\|11.44\|161931;2026-05-14\|11.50\|-1.88\|11.86\|11.90\|11.50\|204067;2026-05-15\|11.24\|-2.26\|11.50\|11.60\|11.19\|174734;2026-05-18\|11.26\|0.18\|11.16\|11.35\|11.14\|103419;2026-05-19\|11.25\|-0.09\|11.27\|11.30\|11.15\|111679;2026-05-20\|10.98\|-2.40\|11.23\|11.24\|10.92\|145434;2026-05-21\|10.72\|-2.37\|10.99\|11.24\|10.68\|180148;2026-05-22\|10.64\|-0.75\|10.77\|10.85\|10.50\|138893;2026-05-25\|10.97\|3.10\|11.01\|11.19\|10.81\|227785;2026-05-26\|10.75\|-2.01\|10.77\|10.88\|10.59\|176845;2026-05-27\|10.30\|-4.19\|10.65\|10.75\|10.26\|175420;2026-05-28\|10.30\|0.00\|10.30\|10.38\|10.00\|160304;2026-05-29\|10.09\|-2.04\|10.26\|10.35\|10.06\|120293;2026-06-01\|10.28\|1.88\|10.01\|10.36\|9.98\|123484;2026-06-02\|9.86\|-4.09\|10.22\|10.25\|9.68\|182818;2026-06-03\|9.77\|-0.91\|9.88\|9.94\|9.65\|127517;2026-06-04\|9.66\|-1.13\|9.73\|9.84\|9.58\|116883;2026-06-05\|9.55\|-1.14\|9.66\|9.75\|9.50\|125494;2026-06-08\|9.18\|-3.87\|9.40\|9.58\|9.05\|138163;2026-06-09\|9.11\|-0.76\|9.26\|9.30\|9.00\|99416;2026-06-10\|9.14\|0.33\|9.00\|9.26\|8.98\|137079;2026-06-11\|9.00\|-1.53\|9.02\|9.19\|8.88\|118427;2026-06-12\|9.13\|1.44\|9.08\|9.23\|8.88\|144104;2026-06-15\|9.26\|1.42\|9.15\|9.47\|9.13\|166995;2026-06-16\|9.33\|0.76\|9.17\|9.34\|9.14\|131478;2026-06-17\|9.78\|4.82\|9.32\|10.26\|9.02\|416458;2026-06-18\|9.08\|-7.16\|9.60\|9.68\|9.06\|318401;2026-06-22\|9.29\|2.31\|8.89\|9.35\|8.66\|288209;2026-06-23\|9.11\|-1.94\|9.45\|9.53\|9.10\|202184;2026-06-24\|8.60\|-5.60\|9.06\|9.12\|8.50\|222237;2026-06-25\|8.40\|-2.33\|8.58\|8.63\|8.32\|159498;2026-06-26\|7.92\|-5.71\|8.38\|8.38\|7.92\|169462;2026-06-29\|7.83\|-1.14\|7.86\|8.00\|7.69\|125319;2026-06-30\|7.91\|1.02\|7.76\|8.03\|7.75\|118041;2026-07-01\|8.27\|4.55\|8.00\|8.50\|7.93\|224322;2026-07-02\|8.13\|-1.69\|8.21\|8.43\|8.13\|144168;2026-07-03\|8.24\|1.35\|8.15\|8.30\|8.10\|120525;2026-07-06\|8.21\|-0.36\|8.23\|8.34\|8.13\|106981;2026-07-07\|7.80\|-4.99\|8.16\|8.20\|7.80\|118854;2026-07-08\|7.90\|1.28\|7.77\|7.95\|7.68\|128885;2026-07-09\|7.83\|-0.89\|7.82\|7.92\|7.59\|122278;2026-07-10\|8.16\|4.21\|7.83\|8.37\|7.63\|217051;2026-07-13\|7.76\|-4.90\|8.09\|8.23\|7.70\|143911;2026-07-14\|7.83\|0.90\|7.74\|7.84\|7.56\|108868;2026-07-15\|7.94\|1.40\|7.74\|8.06\|7.70\|133139;2026-07-16\|8.04\|1.26\|7.85\|8.13\|7.77\|127738;2026-07-17\|7.84\|-2.49\|8.10\|8.18\|7.76\|154876;2026-07-20\|7.88\|0.51\|7.85\|8.10\|7.76\|160980;2026-07-21\|8.67\|10.03\|7.89\|8.67\|7.85\|454764;2026-07-22\|8.98\|3.58\|8.85\|9.39\|8.70\|746056;2026-07-23\|9.10\|1.34\|8.85\|9.27\|8.77\|584464;2026-07-24\|8.56\|-5.93\|8.87\|9.18\|8.55\|389980;2026-07-27\|8.70\|1.64\|8.60\|8.71\|8.39\|248275;2026-07-28\|9.03\|3.79\|8.49\|9.15\|8.43\|448464;2026-07-29\|9.12\|1.00\|8.86\|9.23\|8.77\|447548;2026-07-30\|9.15\|0.33\|8.95\|9.48\|8.95\|485184;2026-07-31\|9.07\|-0.87\|8.38\|9.19\|8.38\|405755;2026-08-03\|9.07\|0.00\|9.09\|9.09\|8.89\|233214;2026-08-04\|9.11\|0.44\|9.05\|9.16\|9.00\|239443;2026-08-05\|9.15\|0.44\|9.11\|9.30\|9.05\|260839;2026-08-06\|10.07\|10.05\|9.14\|10.07\|9.07\|429257;2026-08-07\|9.56\|-5.06\|9.81\|9.91\|9.26\|696019;2026-08-10\|9.86\|3.14\|9.50\|9.94\|9.45\|523959;2026-08-11\|9.67\|-1.93\|9.78\|10.05\|9.67\|392538;2026-08-12\|9.52\|-1.55\|9.64\|9.72\|9.43\|286485;2026-08-13\|9.30\|-2.31\|9.46\|9.69\|9.30\|305811;2026-08-14\|9.22\|-0.86\|9.30\|9.58\|9.10\|214877;2026-08-17\|9.02\|-2.17\|9.19\|9.19\|8.86\|206783;2026-08-18\|8.83\|-2.11\|8.95\|9.06\|8.73\|181569;2026-08-19\|8.52\|-3.51\|8.77\|8.89\|8.51\|176679;2026-08-20\|9.23\|8.33\|8.63\|9.37\|8.59\|652837;2026-08-21\|9.46\|2.49\|9.54\|10.00\|9.39\|731269;2026-08-24\|9.93\|4.97\|9.12\|10.39\|9.11\|803978;2026-08-25\|9.89\|-0.40\|9.68\|10.22\|9.43\|710472;2026-08-26\|9.91\|0.20\|9.81\|10.02\|9.72\|507390;2026-08-27\|9.91\|0.00\|9.75\|10.05\|9.75\|397324;2026-08-28\|9.70\|-2.12\|9.92\|10.00\|9.69\|285738;2026-08-31\|9.49\|-2.16\|9.78\|9.80\|9.40\|222208;2026-09-01\|10.44\|10.01\|9.58\|10.44\|9.51\|534224;2026-09-02\|10.42\|-0.19\|10.28\|11.07\|10.09\|994251;2026-09-03\|10.16\|-2.50\|10.40\|10.61\|10.14\|679683;2026-09-04\|11.18\|10.04\|11.18\|11.18\|11.17\|317404;2026-09-07\|11.76\|5.19\|11.41\|12.29\|10.84\|1264194;2026-09-08\|12.28\|4.42\|11.47\|12.56\|11.20\|1222787;2026-09-09\|11.05\|-10.02\|11.68\|11.87\|11.05\|862136;2026-09-10\|11.47\|3.80\|10.85\|11.88\|10.82\|878882;2026-09-11\|10.32\|-10.03\|11.00\|11.32\|10.32\|675850
121072	消息称渣打集团旗下合资企业计划推出港元稳定币	跨境支付+银行IT龙头+AI应用行业原因： 7月21日早盘，跨境支付概念异动拉升。消息面上，在2026世界人工智能大会上，万事达卡与寻汇发布白皮书指出，AI智能体正推动B2B跨境支付从数字化迈向自主化。公司原因： 1、据2026年4月17日互动易，公司拥有CIPS相关技术储备，在跨境、外币相关系统方面已有项目落地，具备提供人民银行现代化支付体系相关系统完整的解决方案能力。 2、据2025年年报，公司在银行核心业务系统、渠道管理系统领域已连续十三年位居市场首位，基础业务类市场连续七年排名第一，累计服务金融机构超2,000家。 3、据2026年4月3日业绩说明会，公司AI Coding代码生成技术已全面应用于核心项目交付，实现多家万亿资产体量银行核心项目并行交付，显著提升交付效率；该技术也已成功落地总账、资产负债等多个解决方案项目。	金融科技全产业链综合服务商；公司作为数字人民币产业联盟理事单位，数字人民币解决方案在多个金融机构落地，助力基础设施建设，完成了汇丰银行、恒生银行、富邦华一银行等客户的数币系统及场景应用解决方案的交付	2026-05-07\|14.63\|2.45\|14.35\|14.67\|14.21\|269627;2026-05-08\|14.71\|0.55\|14.59\|14.77\|14.41\|228629;2026-05-11\|14.86\|1.02\|15.05\|15.07\|14.73\|338592;2026-05-12\|14.26\|-4.04\|14.78\|14.78\|14.22\|294461;2026-05-13\|14.46\|1.40\|14.24\|14.51\|14.16\|211950;2026-05-14\|13.94\|-3.60\|14.97\|15.09\|13.93\|366212;2026-05-15\|13.77\|-1.22\|13.94\|14.09\|13.69\|224741;2026-05-18\|13.83\|0.44\|13.70\|13.87\|13.55\|160834;2026-05-19\|14.12\|2.10\|13.78\|14.12\|13.65\|190297;2026-05-20\|13.58\|-3.82\|13.99\|13.99\|13.55\|196524;2026-05-21\|13.00\|-4.27\|13.64\|13.72\|12.98\|264004;2026-05-22\|13.90\|7.01\|14.11\|14.29\|13.71\|695464;2026-05-25\|14.25\|2.52\|13.52\|14.28\|13.50\|651388;2026-05-26\|13.89\|-2.53\|14.00\|14.30\|13.75\|334949;2026-05-27\|13.13\|-5.47\|13.84\|13.85\|13.06\|348237;2026-05-28\|13.17\|0.30\|13.14\|13.25\|12.74\|252294;2026-05-29\|12.78\|-2.96\|13.26\|13.45\|12.75\|244130;2026-06-01\|13.18\|3.13\|12.81\|13.37\|12.81\|251366;2026-06-02\|12.88\|-2.28\|13.17\|13.18\|12.71\|185906;2026-06-03\|12.94\|0.47\|12.82\|13.18\|12.73\|178638;2026-06-04\|12.25\|-5.33\|12.76\|12.82\|12.15\|327588;2026-06-05\|12.12\|-1.06\|12.20\|12.37\|11.93\|210585;2026-06-08\|11.54\|-4.79\|11.72\|11.93\|11.41\|218842;2026-06-09\|11.60\|0.52\|11.68\|11.73\|11.43\|153399;2026-06-10\|11.26\|-2.93\|11.49\|11.59\|11.10\|203460;2026-06-11\|10.79\|-4.17\|11.10\|11.17\|10.69\|220192;2026-06-12\|11.08\|2.69\|11.00\|11.29\|10.88\|231837;2026-06-15\|11.37\|2.62\|11.18\|11.44\|11.11\|158889;2026-06-16\|11.41\|0.35\|11.50\|11.51\|11.17\|143662;2026-06-17\|11.26\|-1.31\|11.33\|11.36\|11.17\|130560;2026-06-18\|11.26\|0.00\|11.27\|11.48\|11.21\|170013;2026-06-22\|11.47\|1.86\|11.13\|11.50\|10.78\|279892;2026-06-23\|11.49\|0.17\|11.55\|11.80\|11.38\|270826;2026-06-24\|11.53\|0.35\|11.58\|12.15\|11.21\|337940;2026-06-25\|11.24\|-2.52\|11.41\|11.66\|11.13\|250832;2026-06-26\|10.56\|-6.05\|11.02\|11.07\|10.54\|238720;2026-06-29\|10.27\|-2.75\|10.52\|10.61\|10.18\|201169;2026-06-30\|10.30\|0.29\|10.25\|10.58\|10.19\|199165;2026-07-01\|10.45\|1.46\|10.29\|10.68\|10.22\|226663;2026-07-02\|10.11\|-3.25\|10.46\|10.49\|10.10\|249092;2026-07-03\|10.27\|1.58\|10.13\|10.37\|10.12\|180109;2026-07-06\|10.00\|-2.63\|10.27\|10.32\|9.93\|184375;2026-07-07\|9.73\|-2.70\|10.01\|10.01\|9.67\|155331;2026-07-08\|9.87\|1.44\|9.74\|9.93\|9.65\|190550;2026-07-09\|9.91\|0.41\|9.77\|9.94\|9.59\|191819;2026-07-10\|10.14\|2.32\|9.84\|10.42\|9.71\|272837;2026-07-13\|9.71\|-4.24\|10.09\|10.23\|9.70\|222991;2026-07-14\|9.73\|0.21\|9.70\|9.84\|9.45\|182990;2026-07-15\|9.62\|-1.13\|9.60\|9.88\|9.46\|193065;2026-07-16\|9.86\|2.49\|9.58\|10.07\|9.50\|211782;2026-07-17\|9.34\|-5.27\|9.84\|9.92\|9.30\|251063;2026-07-20\|9.54\|2.14\|9.49\|9.71\|9.28\|238175;2026-07-21\|10.49\|9.96\|9.59\|10.49\|9.49\|389800;2026-07-22\|10.75\|2.48\|10.48\|10.87\|10.41\|696756;2026-07-23\|10.65\|-0.93\|10.60\|10.85\|10.38\|388361;2026-07-24\|10.13\|-4.88\|10.56\|10.74\|10.11\|267784;2026-07-27\|10.36\|2.27\|10.12\|10.41\|10.00\|222696;2026-07-28\|10.70\|3.28\|10.28\|10.76\|10.21\|396542;2026-07-29\|10.82\|1.12\|10.60\|10.84\|10.49\|348646;2026-07-30\|11.25\|3.97\|10.82\|11.36\|10.71\|486115;2026-07-31\|11.14\|-0.98\|10.90\|11.55\|10.89\|550247;2026-08-03\|11.06\|-0.72\|11.07\|11.20\|10.84\|315636;2026-08-04\|11.03\|-0.27\|11.07\|11.18\|10.96\|293212;2026-08-05\|11.07\|0.36\|10.99\|11.28\|10.95\|290678;2026-08-06\|11.16\|0.81\|10.95\|11.44\|10.90\|337223;2026-08-07\|10.90\|-2.33\|11.08\|11.10\|10.62\|332381;2026-08-10\|10.87\|-0.28\|10.98\|10.99\|10.71\|185642;2026-08-11\|10.98\|1.01\|10.82\|11.30\|10.74\|333750;2026-08-12\|11.19\|1.91\|11.03\|11.24\|10.86\|257040;2026-08-13\|10.94\|-2.23\|11.28\|11.38\|10.92\|250221;2026-08-14\|10.72\|-2.01\|10.93\|11.08\|10.62\|206929;2026-08-17\|10.71\|-0.09\|10.72\|10.78\|10.53\|158985;2026-08-18\|10.55\|-1.49\|10.65\|10.71\|10.30\|207690;2026-08-19\|9.93\|-5.88\|10.38\|10.45\|9.91\|237575;2026-08-20\|10.16\|2.32\|10.03\|10.29\|9.93\|180444;2026-08-21\|10.34\|1.77\|10.11\|10.38\|10.02\|168118;2026-08-24\|10.20\|-1.35\|10.29\|10.62\|10.11\|154994;2026-08-25\|10.51\|3.04\|10.18\|10.55\|10.13\|186670;2026-08-26\|10.69\|1.71\|10.49\|10.86\|10.43\|176904;2026-08-27\|10.82\|1.22\|10.69\|10.85\|10.68\|142687;2026-08-28\|10.70\|-1.11\|10.89\|10.99\|10.69\|150029;2026-08-31\|10.86\|1.50\|10.56\|10.87\|10.51\|159002;2026-09-01\|11.21\|3.22\|10.88\|11.25\|10.80\|234128;2026-09-02\|11.04\|-1.52\|11.15\|11.15\|10.86\|142543;2026-09-03\|10.95\|-0.82\|11.13\|11.18\|10.90\|110231;2026-09-04\|11.10\|1.37\|11.06\|11.40\|11.05\|202964;2026-09-07\|10.90\|-1.80\|11.07\|11.10\|10.84\|143798;2026-09-08\|10.98\|0.73\|10.90\|11.09\|10.80\|109064;2026-09-09\|10.79\|-1.73\|10.97\|11.07\|10.70\|100683;2026-09-10\|10.70\|-0.83\|10.76\|10.82\|10.57\|88372;2026-09-11\|10.48\|-2.06\|10.71\|10.71\|10.35\|104688
121071	消息称渣打集团旗下合资企业计划推出港元稳定币	算力租赁+数据中心REITs+金融科技+中报扭亏 1、公司自研多源异构算力调度平台已实现GPU资源纳管与综合调度，具备对外提供渲染、AI推理等算力出租服务的能力，目前自持算力规模约200P，合作算力规模超100P。 2、公司正推进长沙云谷数据中心REITs申报发行工作，旨在盘活存量资产、优化资本结构，构建“投资建设-运营成熟-REITs退出-再投资”的良性循环。 3、据2026年7月15日公告，公司预计2026年上半年净利润为400万元至600万元，同比扭亏为盈，主要系海外金融科技业务收入较快增长及IDC机柜租赁业务规模稳步增长。	国内最早研发金融电子设备的高新技术企业之一；公司已围绕数字货币加密算法、数字钱包设备及其应用、数字货币支付模组及支付设备、数字货币收单设备等关键领域开展一套完整的数字货币安全支付方案研究工作，可根据客户需求提供数字人民币支付对接到银行系统的应用开发解决方案；在数字人民币领域建设布局主要包括商业银行的数字货币机构对接平台，软钱包app，硬钱包（卡片和app），收单设备（支持软硬钱包）等解决方案	2026-05-07\|8.44\|0.84\|8.40\|8.49\|8.33\|213004;2026-05-08\|8.62\|2.13\|8.38\|8.71\|8.34\|252319;2026-05-11\|8.51\|-1.28\|8.76\|8.76\|8.46\|217452;2026-05-12\|8.21\|-3.53\|8.46\|8.51\|8.16\|269943;2026-05-13\|8.31\|1.22\|8.22\|8.40\|8.13\|254373;2026-05-14\|8.08\|-2.77\|8.33\|8.50\|8.06\|233305;2026-05-15\|7.88\|-2.48\|8.12\|8.15\|7.85\|238869;2026-05-18\|7.90\|0.25\|7.93\|8.05\|7.79\|218667;2026-05-19\|8.14\|3.04\|7.90\|8.15\|7.85\|203856;2026-05-20\|7.68\|-5.65\|8.06\|8.12\|7.60\|247460;2026-05-21\|7.26\|-5.47\|7.73\|7.77\|7.20\|274923;2026-05-22\|7.45\|2.62\|7.31\|7.51\|7.08\|229554;2026-05-25\|7.31\|-1.88\|7.45\|7.55\|7.20\|167426;2026-05-26\|7.08\|-3.15\|7.25\|7.35\|6.98\|201127;2026-05-27\|6.85\|-3.25\|7.09\|7.11\|6.82\|167402;2026-05-28\|6.86\|0.15\|6.87\|6.94\|6.79\|147478;2026-05-29\|6.53\|-4.81\|6.90\|6.95\|6.50\|221032;2026-06-01\|6.81\|4.29\|6.53\|6.98\|6.50\|196335;2026-06-02\|6.81\|0.00\|6.85\|6.88\|6.57\|207649;2026-06-03\|6.60\|-3.08\|6.75\|6.81\|6.55\|176220;2026-06-04\|6.47\|-1.97\|6.59\|6.68\|6.41\|154922;2026-06-05\|6.55\|1.24\|6.47\|6.69\|6.40\|172023;2026-06-08\|6.28\|-4.12\|6.42\|6.56\|6.18\|167759;2026-06-09\|6.31\|0.48\|6.33\|6.43\|6.23\|134036;2026-06-10\|6.24\|-1.11\|6.46\|6.46\|6.13\|163466;2026-06-11\|6.04\|-3.21\|6.10\|6.22\|5.97\|171583;2026-06-12\|6.09\|0.83\|6.20\|6.25\|6.06\|161981;2026-06-15\|6.26\|2.79\|6.15\|6.35\|6.15\|177754;2026-06-16\|6.27\|0.16\|6.26\|6.32\|6.16\|144793;2026-06-17\|6.21\|-0.96\|6.29\|6.29\|6.13\|130148;2026-06-18\|6.24\|0.48\|6.21\|6.32\|6.10\|151531;2026-06-22\|6.39\|2.40\|6.39\|6.39\|6.14\|247808;2026-06-23\|6.41\|0.31\|6.31\|6.68\|6.30\|272511;2026-06-24\|6.18\|-3.59\|6.33\|6.42\|6.11\|182308;2026-06-25\|5.99\|-3.07\|6.16\|6.19\|5.94\|174162;2026-06-26\|5.73\|-4.34\|5.93\|5.94\|5.72\|175912;2026-06-29\|5.65\|-1.40\|5.75\|5.79\|5.54\|189373;2026-06-30\|5.74\|1.59\|5.65\|5.82\|5.53\|191223;2026-07-01\|6.06\|5.57\|5.78\|6.29\|5.73\|279673;2026-07-02\|5.84\|-3.63\|6.04\|6.15\|5.82\|260396;2026-07-03\|5.97\|2.23\|5.85\|6.05\|5.83\|188601;2026-07-06\|5.77\|-3.35\|5.99\|6.00\|5.75\|155603;2026-07-07\|5.57\|-3.47\|5.77\|5.79\|5.53\|132611;2026-07-08\|5.67\|1.80\|5.59\|5.74\|5.53\|141126;2026-07-09\|5.64\|-0.53\|5.67\|5.75\|5.48\|173157;2026-07-10\|5.71\|1.24\|5.61\|5.92\|5.54\|217039;2026-07-13\|5.39\|-5.60\|5.74\|5.76\|5.33\|216118;2026-07-14\|5.48\|1.67\|5.38\|5.49\|5.21\|178704;2026-07-15\|5.70\|4.01\|5.69\|5.85\|5.59\|279248;2026-07-16\|5.78\|1.40\|5.76\|5.95\|5.64\|241569;2026-07-17\|5.50\|-4.84\|5.70\|5.81\|5.39\|248252;2026-07-20\|5.76\|4.73\|5.57\|6.05\|5.56\|494416;2026-07-21\|6.34\|10.07\|5.72\|6.34\|5.55\|669159;2026-07-22\|6.97\|9.94\|6.87\|6.97\|6.87\|195234;2026-07-23\|7.67\|10.04\|7.00\|7.67\|7.00\|1087686;2026-07-24\|6.90\|-10.04\|7.16\|7.37\|6.90\|1038125;2026-07-27\|6.86\|-0.58\|6.55\|6.89\|6.50\|1034801;2026-07-28\|6.66\|-2.92\|6.57\|6.85\|6.52\|693219;2026-07-29\|6.62\|-0.60\|6.69\|6.81\|6.36\|658272;2026-07-30\|6.11\|-7.70\|6.59\|6.61\|6.08\|656363;2026-07-31\|6.72\|9.98\|6.32\|6.72\|6.30\|798589;2026-08-03\|6.88\|2.38\|7.01\|7.15\|6.72\|884667;2026-08-04\|7.22\|4.94\|6.91\|7.26\|6.91\|751981;2026-08-05\|7.18\|-0.55\|7.17\|7.27\|7.06\|661483;2026-08-06\|7.24\|0.84\|7.17\|7.35\|7.09\|548797;2026-08-07\|7.19\|-0.69\|7.20\|7.21\|6.97\|453840;2026-08-10\|7.28\|1.25\|7.30\|7.30\|7.06\|333788;2026-08-11\|7.32\|0.55\|7.30\|7.38\|7.11\|340648;2026-08-12\|7.28\|-0.55\|7.37\|7.50\|7.22\|315153;2026-08-13\|7.21\|-0.96\|7.43\|7.57\|7.21\|473306;2026-08-14\|7.19\|-0.28\|7.18\|7.49\|7.02\|376728;2026-08-17\|7.20\|0.14\|7.16\|7.22\|7.01\|230328;2026-08-18\|7.04\|-2.22\|7.21\|7.22\|6.99\|237741;2026-08-19\|6.51\|-7.53\|6.98\|6.98\|6.48\|286422;2026-08-20\|6.57\|0.92\|6.62\|6.64\|6.44\|197704;2026-08-21\|6.58\|0.15\|6.51\|6.59\|6.34\|160440;2026-08-24\|6.43\|-2.28\|6.55\|6.72\|6.33\|175995;2026-08-25\|6.66\|3.58\|6.46\|6.71\|6.34\|212527;2026-08-26\|6.84\|2.70\|6.64\|6.94\|6.56\|227388;2026-08-27\|7.01\|2.49\|6.80\|7.04\|6.79\|230161;2026-08-28\|6.86\|-2.14\|7.03\|7.05\|6.85\|180795;2026-08-31\|6.98\|1.75\|6.79\|6.99\|6.70\|196433;2026-09-01\|7.07\|1.29\|6.98\|7.16\|6.88\|192298;2026-09-02\|7.07\|0.00\|7.00\|7.11\|6.92\|180708;2026-09-03\|7.04\|-0.42\|7.09\|7.17\|7.00\|168097;2026-09-04\|7.07\|0.43\|7.16\|7.34\|7.05\|259782;2026-09-07\|7.02\|-0.71\|7.02\|7.10\|6.95\|182149;2026-09-08\|7.05\|0.43\|7.05\|7.18\|7.01\|172478;2026-09-09\|6.87\|-2.55\|7.03\|7.06\|6.83\|154668;2026-09-10\|6.81\|-0.87\|6.85\|6.87\|6.76\|109811;2026-09-11\|6.73\|-1.17\|6.81\|6.81\|6.58\|132930
121070	消息称渣打集团旗下合资企业计划推出港元稳定币	金融科技+数字人民币+AI应用行业原因： 7月21日早盘，跨境支付概念异动拉升。消息面上，在2026世界人工智能大会上，万事达卡与寻汇发布白皮书指出，AI智能体正推动B2B跨境支付从数字化迈向自主化。公司原因： 1、据2026年4月9日互动易，在跨境支付领域，公司多年前已开始协助部分客户接入SWIFT系统、CIPS系统，拥有丰富的案例以及相关技术、人才储备。 2、据2026年4月29日机构调研，公司作为国内领先的数智技术与金融科技服务商，重点关注AI创新、数字人民币等核心赛道，数字人民币系统已实现红包营销、商户收单等场景建设。 3、据2026年4月18日年报，公司大模型应用服务平台已完成运维智能体、合规智能体等多业务场景的智能体研发与接入，支持AI能力集成与按需灵活拓展。	金融IT综合服务提供商；公司数字人民币业务已经渗透数字人民币生态圈各层，主要集中在第2层运营机构和第2.5层服务合作机构；公司参与了多家国有大行数字人民币生态系统如软硬钱包管理、运营管理、支付收单、智能合约平台、货币桥、合作方营销、数币中台等系统的建设，积极参与各大行分行的数字人民币推广应用场景开发服务，如政务、交通、党建、卫生、农业，环境等等各领域支付场景	2026-05-07\|15.63\|2.49\|15.25\|15.99\|15.25\|92645;2026-05-08\|15.79\|1.02\|15.58\|15.87\|15.53\|98346;2026-05-11\|15.49\|-1.90\|15.74\|15.80\|15.41\|131628;2026-05-12\|15.21\|-1.81\|15.51\|15.52\|15.20\|90491;2026-05-13\|15.48\|1.78\|15.31\|15.54\|15.16\|68860;2026-05-14\|15.12\|-2.33\|15.49\|15.53\|15.12\|97681;2026-05-15\|15.17\|0.33\|15.12\|15.48\|15.07\|85793;2026-05-18\|15.12\|-0.33\|15.15\|15.26\|15.01\|69935;2026-05-19\|15.30\|1.19\|15.12\|15.32\|15.04\|86273;2026-05-20\|12.63\|0.40\|12.58\|12.67\|12.46\|103214;2026-05-21\|12.55\|-0.63\|12.69\|12.98\|12.51\|140351;2026-05-22\|12.41\|-1.12\|12.61\|12.68\|12.25\|111151;2026-05-25\|12.34\|-0.56\|12.38\|12.58\|12.22\|87012;2026-05-26\|12.53\|1.54\|12.30\|12.70\|12.19\|115419;2026-05-27\|11.97\|-4.47\|12.46\|12.55\|11.92\|124243;2026-05-28\|11.80\|-1.42\|11.91\|11.97\|11.54\|115945;2026-05-29\|11.45\|-2.97\|11.80\|11.90\|11.41\|101832;2026-06-01\|11.83\|3.32\|11.42\|11.95\|11.40\|121916;2026-06-02\|11.62\|-1.78\|11.87\|11.92\|11.58\|86175;2026-06-03\|11.44\|-1.55\|11.60\|11.67\|11.35\|88257;2026-06-04\|11.16\|-2.45\|11.33\|11.44\|11.10\|84072;2026-06-05\|12.27\|9.95\|11.20\|12.28\|11.18\|396617;2026-06-08\|12.48\|1.71\|12.00\|12.67\|11.99\|480870;2026-06-09\|12.05\|-3.45\|12.40\|12.50\|11.81\|312834;2026-06-10\|11.99\|-0.50\|11.93\|12.50\|11.85\|257650;2026-06-11\|11.41\|-4.84\|11.88\|11.99\|11.23\|204967;2026-06-12\|11.48\|0.61\|11.62\|11.66\|11.17\|178110;2026-06-15\|11.63\|1.31\|11.50\|11.90\|11.42\|183081;2026-06-16\|11.61\|-0.17\|11.51\|11.66\|11.32\|129107;2026-06-17\|11.48\|-1.12\|11.62\|11.84\|11.28\|163868;2026-06-18\|11.20\|-2.44\|11.42\|11.48\|11.00\|168495;2026-06-22\|11.54\|3.04\|11.11\|11.59\|10.84\|209403;2026-06-23\|11.25\|-2.51\|11.46\|11.73\|11.15\|165005;2026-06-24\|10.62\|-5.60\|11.25\|11.25\|10.47\|201427;2026-06-25\|10.35\|-2.54\|10.57\|10.67\|10.27\|126621;2026-06-26\|9.86\|-4.73\|10.26\|10.30\|9.85\|140407;2026-06-29\|9.72\|-1.42\|10.03\|10.23\|9.71\|130035;2026-06-30\|9.73\|0.10\|9.71\|9.88\|9.66\|101248;2026-07-01\|9.90\|1.75\|9.73\|10.02\|9.59\|135023;2026-07-02\|9.79\|-1.11\|9.91\|10.08\|9.77\|123231;2026-07-03\|9.96\|1.74\|9.83\|10.06\|9.82\|104727;2026-07-06\|9.71\|-2.51\|9.94\|9.99\|9.67\|106687;2026-07-07\|9.47\|-2.47\|9.68\|9.70\|9.44\|82040;2026-07-08\|9.67\|2.11\|9.48\|9.72\|9.44\|105760;2026-07-09\|9.57\|-1.03\|9.62\|9.72\|9.46\|105177;2026-07-10\|9.70\|1.36\|9.50\|9.94\|9.38\|149921;2026-07-13\|9.38\|-3.30\|9.70\|9.78\|9.34\|117556;2026-07-14\|9.42\|0.43\|9.37\|9.45\|9.22\|93759;2026-07-15\|9.66\|2.55\|9.42\|9.83\|9.36\|111698;2026-07-16\|9.87\|2.17\|9.65\|9.93\|9.57\|125058;2026-07-17\|9.50\|-3.75\|9.84\|9.96\|9.46\|119118;2026-07-20\|9.66\|1.68\|9.50\|9.77\|9.42\|137894;2026-07-21\|10.63\|10.04\|9.60\|10.63\|9.48\|267840;2026-07-22\|10.89\|2.45\|10.68\|11.08\|10.63\|560926;2026-07-23\|10.79\|-0.92\|10.73\|10.90\|10.57\|327233;2026-07-24\|10.49\|-2.78\|10.59\|10.77\|10.49\|220585;2026-07-27\|10.64\|1.43\|10.31\|10.64\|10.29\|149972;2026-07-28\|10.78\|1.32\|10.51\|10.85\|10.44\|212885;2026-07-29\|10.91\|1.21\|10.78\|10.95\|10.72\|197355;2026-07-30\|11.14\|2.11\|10.80\|11.39\|10.78\|289820;2026-07-31\|11.40\|2.33\|11.00\|11.53\|10.99\|343517;2026-08-03\|11.68\|2.46\|11.41\|11.74\|11.22\|283736;2026-08-04\|11.53\|-1.28\|11.68\|11.80\|11.47\|278834;2026-08-05\|11.69\|1.39\|11.58\|12.68\|11.53\|526998;2026-08-06\|11.62\|-0.60\|11.50\|12.13\|11.41\|395131;2026-08-07\|11.30\|-2.75\|11.61\|11.62\|11.01\|365723;2026-08-10\|11.30\|0.00\|11.33\|11.35\|11.15\|156633;2026-08-11\|11.37\|0.62\|11.35\|11.65\|11.19\|183149;2026-08-12\|11.27\|-0.88\|11.41\|11.44\|11.22\|118859;2026-08-13\|11.21\|-0.53\|11.29\|11.40\|11.18\|131063;2026-08-14\|10.98\|-2.05\|11.21\|11.29\|10.88\|142006;2026-08-17\|10.91\|-0.64\|10.97\|10.97\|10.72\|101811;2026-08-18\|10.83\|-0.73\|10.90\|10.90\|10.65\|113600;2026-08-19\|10.45\|-3.51\|10.72\|10.90\|10.43\|115967;2026-08-20\|10.98\|5.07\|10.54\|11.14\|10.52\|188336;2026-08-21\|11.08\|0.91\|10.95\|11.35\|10.88\|248558;2026-08-24\|11.23\|1.35\|11.02\|11.37\|10.95\|224090;2026-08-25\|11.58\|3.12\|11.15\|11.72\|11.03\|321039;2026-08-26\|11.63\|0.43\|11.32\|11.78\|11.30\|245628;2026-08-27\|12.05\|3.61\|11.60\|12.08\|11.50\|322860;2026-08-28\|11.88\|-1.41\|12.18\|12.27\|11.83\|239676;2026-08-31\|11.84\|-0.34\|11.70\|11.94\|11.54\|173824;2026-09-01\|12.24\|3.38\|11.86\|12.39\|11.79\|252502;2026-09-02\|12.09\|-1.23\|12.13\|12.23\|11.92\|156403;2026-09-03\|11.93\|-1.32\|12.10\|12.23\|11.92\|124953;2026-09-04\|12.26\|2.77\|12.16\|12.63\|12.16\|336722;2026-09-07\|11.83\|-3.51\|12.09\|12.17\|11.82\|202535;2026-09-08\|11.81\|-0.17\|11.79\|12.02\|11.73\|128139;2026-09-09\|11.60\|-1.78\|11.82\|11.85\|11.55\|123364;2026-09-10\|11.42\|-1.55\|11.59\|11.59\|11.40\|84127;2026-09-11\|10.99\|-3.77\|11.32\|11.42\|10.94\|102218
121069		黄金+白银+并购扩张行业原因：中银证券发布研报称，进入2026年，随着市场进入牛市第二阶段“盈利驱动上涨阶段”，在“反内卷”和扩内需驱动下，国内再通膨叙事强化，有色金属的强周期属性有望体现，而金融属性及产业趋势将为行业带来重估机遇。公司原因： 1、据2026年1月17日公告，银都矿业完成拜仁达坝银多金属矿采矿权整合并取得新采矿许可证，有效期自2025年12月29日至2031年12月28日。 2、据2026年1月8日公告，公司已完成收购伊春金石矿业60%股权，新增铜钼矿探矿权；2026年1月13日公告拟收购广西来宾金石矿业55%股权，持续扩张金银铜铅锌资源储备。 3、据2025年4月29日公告，公司控股7家矿业子公司，累计查明银金属量约1.2万吨、金金属量约34吨，年采选能力近200万吨，为国内白银龙头。 4、据2025年半年报，公司主营贵金属、有色金属矿的采选和销售，下属7家矿业子公司。银都矿业、光大矿业和金都矿业为银铅锌矿矿山，金山矿业为银金矿矿山，以上4座矿山均为在产矿山。	公司预计中报净利润同比增长399.31%-470.64%，因“采矿及选矿能力有所提升，产能逐渐释放，2026年上半年度产品产销量增加；另外，叠加贵金属价格上涨，公司矿山主要产品销售价格较上年同期上涨，推动公司经营业绩同比显著增长”	2026-05-07\|38.95\|3.07\|38.99\|39.98\|38.00\|349958;2026-05-08\|40.17\|3.13\|39.01\|40.68\|39.00\|330169;2026-05-11\|39.46\|-1.77\|40.00\|40.37\|39.01\|247631;2026-05-12\|39.10\|-0.91\|41.00\|41.31\|39.08\|341113;2026-05-13\|38.79\|-0.79\|40.00\|40.15\|38.59\|214177;2026-05-14\|37.43\|-3.51\|39.39\|39.49\|37.30\|217786;2026-05-15\|35.02\|-6.44\|36.76\|36.88\|34.58\|274368;2026-05-18\|34.18\|-2.40\|34.39\|34.54\|33.47\|170476;2026-05-19\|33.56\|-1.81\|34.17\|34.18\|32.98\|170342;2026-05-20\|33.04\|-1.55\|32.64\|33.61\|32.30\|186753;2026-05-21\|32.40\|-1.94\|33.66\|33.99\|32.30\|171342;2026-05-22\|33.05\|2.01\|32.53\|33.49\|31.91\|138265;2026-05-25\|34.02\|2.93\|33.70\|34.05\|32.88\|167101;2026-05-26\|34.52\|1.47\|33.50\|34.72\|33.07\|185162;2026-05-27\|32.24\|-6.60\|34.29\|34.58\|32.00\|170695;2026-05-28\|31.93\|-0.96\|31.50\|32.18\|30.81\|197190;2026-05-29\|30.90\|-3.23\|32.60\|33.26\|30.72\|172874;2026-06-01\|30.87\|-0.10\|30.74\|31.45\|30.29\|133672;2026-06-02\|31.77\|2.92\|31.05\|32.05\|30.00\|165120;2026-06-03\|31.26\|-1.61\|31.23\|32.06\|30.82\|145410;2026-06-04\|30.12\|-3.65\|30.94\|31.10\|30.05\|156466;2026-06-05\|29.71\|-1.36\|30.12\|30.39\|29.46\|138920;2026-06-08\|27.59\|-7.14\|28.12\|28.80\|27.00\|193401;2026-06-09\|27.94\|1.71\|27.80\|28.08\|26.90\|149609;2026-06-10\|27.20\|-2.65\|27.51\|27.66\|26.62\|179639;2026-06-11\|27.90\|2.57\|27.20\|28.45\|26.99\|222654;2026-06-12\|29.17\|4.55\|28.72\|29.88\|28.24\|237762;2026-06-15\|30.79\|5.55\|30.48\|31.14\|29.77\|296573;2026-06-16\|27.71\|-10.00\|28.32\|28.76\|27.71\|170110;2026-06-17\|26.52\|-4.29\|26.11\|27.45\|25.71\|849593;2026-06-18\|26.34\|-0.68\|26.04\|27.85\|25.83\|484735;2026-06-22\|27.55\|4.59\|26.64\|27.68\|25.76\|414999;2026-06-23\|24.80\|-9.98\|27.29\|27.29\|24.80\|373682;2026-06-24\|24.34\|-1.85\|24.49\|24.75\|23.60\|346915;2026-06-25\|23.11\|-5.05\|23.76\|23.95\|22.96\|298130;2026-06-26\|21.17\|-8.39\|23.25\|23.28\|20.91\|263010;2026-06-29\|21.00\|-0.80\|21.18\|21.57\|20.43\|272861;2026-06-30\|23.10\|10.00\|23.10\|23.10\|23.10\|74714;2026-07-01\|25.41\|10.00\|24.25\|25.41\|23.57\|517788;2026-07-02\|24.72\|-2.72\|26.62\|26.69\|24.64\|912535;2026-07-03\|24.42\|-1.21\|25.45\|26.33\|24.11\|748947;2026-07-06\|24.12\|-1.23\|24.53\|26.00\|24.12\|669139;2026-07-07\|22.35\|-7.34\|24.00\|24.01\|22.29\|457572;2026-07-08\|22.07\|-1.25\|22.31\|23.17\|21.71\|368583;2026-07-09\|21.91\|-0.72\|21.80\|22.30\|20.82\|340130;2026-07-10\|22.60\|3.15\|22.24\|23.70\|21.75\|387488;2026-07-13\|21.05\|-6.86\|22.26\|22.30\|20.98\|252310;2026-07-14\|21.73\|3.23\|20.80\|21.85\|20.26\|251246;2026-07-15\|20.83\|-4.14\|21.90\|21.96\|20.80\|249818;2026-07-16\|20.45\|-1.82\|20.54\|21.28\|20.31\|232359;2026-07-17\|18.95\|-7.33\|20.19\|20.19\|18.84\|307505;2026-07-20\|18.65\|-1.58\|19.21\|19.52\|18.25\|278868;2026-07-21\|20.52\|10.03\|18.95\|20.52\|18.27\|407120;2026-07-22\|22.57\|9.99\|20.88\|22.57\|20.84\|418335;2026-07-23\|24.83\|10.01\|23.44\|24.83\|22.86\|691703;2026-07-24\|24.80\|-0.12\|23.99\|25.69\|23.61\|985550;2026-07-27\|24.93\|0.52\|25.14\|25.78\|23.19\|736090;2026-07-28\|24.07\|-3.45\|23.80\|24.54\|23.69\|425931;2026-07-29\|25.00\|3.86\|24.30\|25.38\|23.65\|541167;2026-07-30\|24.07\|-3.72\|25.40\|25.60\|23.89\|556868;2026-07-31\|25.40\|5.53\|24.49\|26.15\|24.46\|616443;2026-08-03\|25.72\|1.26\|25.45\|26.08\|25.00\|511438;2026-08-04\|26.50\|3.03\|26.00\|26.70\|25.66\|519733;2026-08-05\|29.15\|10.00\|26.98\|29.15\|26.49\|511645;2026-08-06\|31.30\|7.38\|32.06\|32.07\|30.30\|1209847;2026-08-07\|34.43\|10.00\|31.38\|34.43\|30.20\|1127805;2026-08-10\|37.12\|7.81\|34.52\|37.78\|34.38\|1085237;2026-08-11\|34.55\|-6.92\|37.80\|39.33\|34.25\|1255999;2026-08-12\|34.41\|-0.41\|35.27\|35.66\|33.52\|779285;2026-08-13\|32.21\|-6.39\|35.08\|35.85\|32.14\|879006;2026-08-14\|32.09\|-0.37\|30.95\|32.12\|30.68\|521180;2026-08-17\|33.22\|3.52\|33.01\|33.49\|32.44\|559226;2026-08-18\|33.07\|-0.45\|33.70\|34.08\|32.50\|475292;2026-08-19\|31.29\|-5.38\|31.11\|32.78\|31.10\|418024;2026-08-20\|33.28\|6.36\|33.32\|34.42\|32.51\|951984;2026-08-21\|36.61\|10.01\|34.25\|36.61\|33.55\|951244;2026-08-24\|39.86\|8.88\|37.00\|40.27\|36.72\|1246308;2026-08-25\|36.27\|-9.01\|39.70\|39.70\|35.95\|951034;2026-08-26\|37.16\|2.45\|36.82\|38.89\|35.68\|882662;2026-08-27\|37.98\|2.21\|36.92\|39.00\|36.33\|817713;2026-08-28\|38.59\|1.61\|38.56\|39.44\|36.89\|677792;2026-08-31\|36.87\|-4.46\|34.73\|37.15\|34.73\|652945;2026-09-01\|36.40\|-1.27\|37.26\|37.42\|36.23\|411546;2026-09-02\|35.90\|-1.37\|34.82\|36.18\|33.67\|514563;2026-09-03\|37.00\|3.06\|36.62\|37.48\|36.44\|543784;2026-09-04\|36.16\|-2.27\|37.03\|37.74\|35.91\|485286;2026-09-07\|35.36\|-2.21\|36.06\|36.17\|34.90\|353228;2026-09-08\|34.50\|-2.43\|35.88\|36.00\|34.28\|394924;2026-09-09\|35.30\|2.32\|34.50\|35.60\|33.80\|440833;2026-09-10\|35.22\|-0.23\|34.91\|35.39\|34.40\|272960;2026-09-11\|33.53\|-4.80\|33.12\|33.93\|32.01\|392625
121068		白银+锡+中报预增 1、据2025年年度报告，公司子公司银漫矿业为国内最大的白银生产矿山之一，锡精矿产量国内排名第二；截至2025年末，公司保有银金属量2.98万吨、锡金属量39.16万吨。 2、据2026年7月1日公告，公司拟收购Atlas Tin SAS剩余25%股权实现全资控股，旨在完整掌控项目资源权益，最大化释放锡矿资产价值，符合公司全球化资源布局战略。 3、据2026年7月15日业绩预告，公司预计2026年上半年净利润21.4亿元至23.7亿元，同比增长168.95%至197.86%；业绩增长主因宇邦矿业产能释放带动矿产银产销量大增，以及主营银、锡等矿产品销售价格同比上涨。	1、公司主营业务为有色金属及贵金属采选与冶炼，产品有银、锡、锌、铅等有色金属； 2、公司旗下西藏黄金拥有金矿资源，主营产品为金精粉	2026-05-07\|48.14\|6.55\|46.31\|48.68\|46.31\|1175519;2026-05-08\|49.75\|3.34\|47.57\|50.92\|47.53\|1114497;2026-05-11\|49.29\|-0.92\|49.76\|50.46\|48.58\|1076730;2026-05-12\|50.95\|3.37\|52.11\|52.69\|50.54\|1222410;2026-05-13\|49.98\|-1.90\|51.65\|52.07\|49.47\|854474;2026-05-14\|48.17\|-3.62\|50.00\|50.65\|48.17\|722599;2026-05-15\|44.14\|-8.37\|45.70\|45.70\|43.41\|1188552;2026-05-18\|43.00\|-2.58\|42.98\|43.58\|41.61\|635227;2026-05-19\|41.72\|-2.98\|43.20\|43.27\|41.04\|574520;2026-05-20\|41.39\|-0.79\|41.10\|41.50\|39.92\|649300;2026-05-21\|39.86\|-3.70\|42.10\|43.00\|39.74\|706918;2026-05-22\|41.47\|4.04\|40.02\|42.06\|39.24\|579072;2026-05-25\|41.76\|0.70\|42.60\|43.18\|41.12\|553600;2026-05-26\|43.66\|4.55\|40.80\|43.94\|40.25\|894837;2026-05-27\|41.14\|-5.77\|43.43\|43.58\|40.84\|695812;2026-05-28\|39.59\|-3.77\|39.99\|40.46\|38.60\|683966;2026-05-29\|39.70\|0.28\|40.58\|41.15\|38.76\|533757;2026-06-01\|39.69\|-0.03\|38.91\|40.96\|38.44\|550381;2026-06-02\|42.97\|8.26\|40.59\|43.14\|39.66\|1023074;2026-06-03\|42.08\|-2.07\|41.97\|43.15\|41.60\|775916;2026-06-04\|39.89\|-5.20\|41.62\|41.75\|39.70\|697434;2026-06-05\|38.08\|-4.54\|39.68\|39.90\|37.83\|647722;2026-06-08\|35.06\|-7.93\|35.11\|36.44\|34.49\|761187;2026-06-09\|36.13\|3.05\|35.08\|36.34\|34.45\|560170;2026-06-10\|35.41\|-1.99\|34.62\|35.88\|34.22\|569675;2026-06-11\|36.05\|1.81\|35.31\|36.58\|35.17\|500278;2026-06-12\|36.82\|2.14\|37.50\|39.06\|36.68\|910525;2026-06-15\|40.26\|9.34\|39.00\|40.45\|38.38\|981453;2026-06-16\|40.01\|-0.62\|39.70\|40.67\|39.50\|634102;2026-06-17\|40.61\|1.50\|40.00\|41.36\|39.70\|583910;2026-06-18\|39.57\|-2.56\|40.60\|41.16\|38.80\|764831;2026-06-22\|43.01\|8.69\|39.25\|43.05\|38.50\|1123059;2026-06-23\|38.71\|-10.00\|42.60\|42.60\|38.71\|983664;2026-06-24\|37.82\|-2.30\|36.04\|37.98\|36.01\|813849;2026-06-25\|35.28\|-6.72\|36.00\|36.48\|35.12\|892935;2026-06-26\|33.01\|-6.43\|35.43\|35.52\|32.70\|791861;2026-06-29\|33.27\|0.79\|33.00\|33.83\|32.56\|552957;2026-06-30\|32.96\|-0.93\|32.50\|33.10\|31.88\|648799;2026-07-01\|33.04\|0.24\|32.90\|34.06\|32.21\|602646;2026-07-02\|34.33\|3.90\|33.56\|34.95\|33.09\|885294;2026-07-03\|35.34\|2.94\|35.84\|36.86\|35.18\|921103;2026-07-06\|35.60\|0.74\|35.42\|38.45\|35.40\|851702;2026-07-07\|34.10\|-4.21\|34.23\|35.00\|33.53\|567967;2026-07-08\|33.23\|-2.55\|33.90\|34.14\|32.85\|458870;2026-07-09\|32.35\|-2.65\|32.54\|33.05\|30.50\|724846;2026-07-10\|33.00\|2.01\|32.80\|34.29\|32.24\|556535;2026-07-13\|30.45\|-7.73\|31.99\|32.30\|30.39\|499274;2026-07-14\|31.97\|4.99\|30.00\|31.99\|29.50\|507433;2026-07-15\|30.56\|-4.41\|32.54\|32.58\|30.44\|499198;2026-07-16\|30.15\|-1.34\|29.95\|31.13\|29.83\|380780;2026-07-17\|27.90\|-7.46\|29.50\|29.65\|27.47\|625878;2026-07-20\|26.93\|-3.48\|28.30\|28.46\|26.30\|576578;2026-07-21\|29.62\|9.99\|27.79\|29.62\|26.63\|721858;2026-07-22\|31.73\|7.12\|30.60\|32.58\|30.59\|1126025;2026-07-23\|33.59\|5.86\|32.30\|34.17\|31.93\|1165491;2026-07-24\|31.37\|-6.61\|31.75\|32.45\|31.11\|700726;2026-07-27\|33.33\|6.25\|32.49\|33.35\|31.80\|591340;2026-07-28\|31.25\|-6.24\|31.00\|32.30\|31.00\|702986;2026-07-29\|32.35\|3.52\|31.02\|32.89\|30.99\|570213;2026-07-30\|31.50\|-2.63\|32.83\|33.41\|30.98\|650488;2026-07-31\|31.80\|0.95\|31.30\|33.07\|31.20\|732927;2026-08-03\|31.31\|-1.54\|31.21\|31.97\|30.80\|502819;2026-08-04\|33.28\|6.29\|31.49\|33.33\|31.43\|702372;2026-08-05\|36.30\|9.07\|33.70\|36.45\|33.04\|973661;2026-08-06\|37.58\|3.53\|38.11\|38.91\|36.94\|1299088;2026-08-07\|39.48\|5.06\|37.73\|39.55\|37.30\|877333;2026-08-10\|40.67\|3.01\|39.09\|40.99\|39.00\|926410;2026-08-11\|38.73\|-4.77\|41.67\|41.80\|38.56\|1133261;2026-08-12\|40.11\|3.56\|39.86\|40.31\|38.72\|659126;2026-08-13\|37.88\|-5.56\|40.07\|40.73\|37.87\|744876;2026-08-14\|37.89\|0.03\|36.82\|38.03\|36.71\|566144;2026-08-17\|39.48\|4.20\|39.12\|39.55\|38.23\|486114;2026-08-18\|38.81\|-1.70\|39.88\|40.03\|38.23\|472072;2026-08-19\|35.96\|-7.34\|36.92\|37.60\|35.58\|808205;2026-08-20\|38.56\|7.23\|38.28\|39.56\|38.05\|950801;2026-08-21\|40.88\|6.02\|39.58\|41.02\|39.22\|1260043;2026-08-24\|42.29\|3.45\|40.89\|43.02\|39.70\|1571778;2026-08-25\|39.50\|-6.60\|41.50\|41.50\|38.79\|949069;2026-08-26\|40.24\|1.87\|40.21\|41.77\|39.55\|873222;2026-08-27\|40.69\|1.40\|40.56\|41.85\|40.03\|790459;2026-08-28\|41.58\|2.19\|41.20\|42.11\|40.18\|698539;2026-08-31\|39.85\|-4.16\|38.17\|39.85\|37.58\|856103;2026-09-01\|39.28\|-1.43\|40.18\|40.25\|39.20\|456667;2026-09-02\|38.02\|-3.21\|37.51\|38.47\|36.40\|745378;2026-09-03\|39.27\|3.29\|39.00\|39.65\|38.75\|533853;2026-09-04\|38.44\|-2.11\|40.05\|40.06\|38.20\|439915;2026-09-07\|37.43\|-2.63\|38.00\|38.30\|37.19\|403601;2026-09-08\|37.72\|0.77\|37.96\|38.55\|37.56\|464466;2026-09-09\|38.66\|2.49\|37.77\|38.88\|37.27\|483092;2026-09-10\|38.68\|0.05\|38.74\|39.05\|38.12\|378982;2026-09-11\|35.96\|-7.03\|36.45\|36.72\|34.81\|921096
121067		黄金+紫金矿业入主行业原因：据财闻，北京时间7月1日晚间，美国6月ADP就业仅录得9.8万人，创3月以来最低，大幅低于预期的11.8万人。本次疲弱数据打破前期就业强、货币持续收紧的一致预期，动摇市场对美联储年内加息的定价逻辑，金价短期修复。公司原因： 1、据2026年7月2日财闻报道，美国6月ADP就业数据大幅低于预期，动摇市场对美联储年内加息定价，COMEX黄金快速反弹，黄金板块个股集体走强；据2026年7月1日财闻报道，以军大规模突袭推升地缘避险情绪，贵金属板块配置价值凸显。 2、据2025年年度报告，公司主营黄金的开采、选矿及销售，在全球范围内运营6座黄金矿山及1座多金属矿山；据2026年4月25日公告，公司2026年一季度营收35.54亿元，同比增长47.65%，主要受益于黄金价格同比较大幅度上涨。 3、据2026年3月23日公告，紫金矿业全资子公司拟受让公司12.73%股份并认购定向增发H股；据2026年6月11日互动易，紫金矿业可通过技术、资金和全球管理优势对公司深度赋能，增强协同效益。	公司位于内蒙古赤峰境内，是国内矿产品位最高的金矿之一	2026-05-07\|42.36\|3.04\|41.84\|42.99\|41.61\|691037;2026-05-08\|44.40\|4.82\|41.85\|44.88\|41.64\|690784;2026-05-11\|42.04\|-5.32\|43.55\|43.55\|41.31\|791050;2026-05-12\|40.95\|-2.59\|42.66\|43.25\|40.73\|545031;2026-05-13\|40.80\|-0.37\|40.92\|41.73\|40.26\|463057;2026-05-14\|39.68\|-2.75\|40.55\|40.96\|39.68\|431872;2026-05-15\|37.64\|-5.14\|38.86\|38.86\|37.25\|644465;2026-05-18\|36.66\|-2.60\|36.66\|36.90\|35.96\|597063;2026-05-19\|36.26\|-1.09\|36.67\|37.18\|36.04\|368666;2026-05-20\|35.68\|-1.60\|35.47\|35.88\|34.63\|571170;2026-05-21\|34.50\|-3.31\|36.57\|36.97\|34.47\|459372;2026-05-22\|35.15\|1.88\|34.55\|35.57\|34.08\|347791;2026-05-25\|36.03\|2.50\|36.20\|37.14\|35.57\|433081;2026-05-26\|38.17\|5.94\|35.26\|38.43\|34.83\|711693;2026-05-27\|35.74\|-5.57\|37.25\|38.00\|35.61\|454529;2026-05-28\|34.00\|-4.87\|35.15\|35.59\|33.74\|497378;2026-05-29\|33.37\|-1.85\|35.00\|35.10\|33.23\|478838;2026-06-01\|33.50\|0.39\|33.36\|33.97\|32.90\|337448;2026-06-02\|34.15\|1.94\|33.55\|34.42\|32.41\|480893;2026-06-03\|33.45\|-2.05\|33.30\|33.93\|32.81\|349435;2026-06-04\|32.23\|-3.65\|33.28\|33.40\|31.92\|419701;2026-06-05\|31.36\|-2.70\|32.02\|32.18\|31.15\|322847;2026-06-08\|29.20\|-6.89\|29.75\|30.28\|28.90\|714710;2026-06-09\|29.37\|0.58\|29.50\|29.66\|28.57\|416306;2026-06-10\|28.17\|-4.09\|28.20\|28.79\|27.71\|612309;2026-06-11\|28.26\|0.32\|27.61\|28.87\|27.51\|425502;2026-06-12\|30.37\|7.47\|29.26\|30.93\|28.81\|954485;2026-06-15\|32.63\|7.44\|32.49\|33.38\|31.96\|858661;2026-06-16\|31.98\|-1.99\|32.60\|32.73\|31.65\|401603;2026-06-17\|32.50\|1.63\|32.40\|32.52\|31.72\|373596;2026-06-18\|30.59\|-5.88\|31.64\|32.50\|30.54\|604830;2026-06-22\|31.09\|1.63\|30.33\|31.16\|29.30\|619449;2026-06-23\|27.98\|-10.00\|30.36\|30.66\|27.98\|680996;2026-06-24\|28.19\|0.75\|27.50\|28.38\|27.28\|553243;2026-06-25\|26.62\|-5.57\|27.18\|27.29\|26.53\|688607;2026-06-26\|25.93\|-2.59\|26.80\|26.90\|25.00\|600244;2026-06-29\|26.68\|2.89\|25.80\|26.88\|25.35\|624562;2026-06-30\|26.32\|-1.35\|25.70\|26.42\|25.68\|517739;2026-07-01\|25.81\|-1.94\|26.00\|26.39\|25.51\|490962;2026-07-02\|28.39\|10.00\|26.64\|28.39\|26.64\|673026;2026-07-03\|31.23\|10.00\|30.37\|31.23\|29.86\|372467;2026-07-06\|31.60\|1.18\|31.23\|33.59\|31.23\|1483166;2026-07-07\|30.42\|-3.73\|30.31\|31.49\|30.23\|714000;2026-07-08\|31.32\|2.96\|30.03\|32.05\|29.50\|903481;2026-07-09\|31.35\|0.10\|29.90\|31.49\|29.90\|663506;2026-07-10\|32.84\|4.75\|31.81\|33.64\|30.45\|861807;2026-07-13\|32.33\|-1.55\|31.60\|33.13\|31.07\|648712;2026-07-14\|34.95\|8.10\|31.69\|35.08\|30.88\|859098;2026-07-15\|33.40\|-4.43\|33.94\|35.35\|33.39\|827023;2026-07-16\|34.62\|3.65\|32.81\|35.61\|32.78\|636745;2026-07-17\|31.74\|-8.32\|34.17\|34.56\|31.16\|887527;2026-07-20\|32.25\|1.61\|31.25\|33.20\|30.93\|606365;2026-07-21\|35.48\|10.02\|33.10\|35.48\|32.81\|811912;2026-07-22\|38.22\|7.72\|36.82\|39.03\|36.59\|1084722;2026-07-23\|38.83\|1.60\|38.23\|40.78\|37.22\|1096695;2026-07-24\|36.49\|-6.03\|36.35\|37.87\|35.00\|831977;2026-07-27\|38.14\|4.52\|37.80\|38.56\|36.03\|749888;2026-07-28\|37.29\|-2.23\|37.09\|37.50\|36.22\|508178;2026-07-29\|37.86\|1.53\|36.70\|38.34\|36.57\|510380;2026-07-30\|37.17\|-1.82\|38.96\|39.99\|37.00\|777590;2026-07-31\|39.56\|6.43\|37.60\|40.79\|37.50\|897949;2026-08-03\|38.86\|-1.77\|38.20\|39.34\|36.89\|533706;2026-08-04\|37.75\|-2.86\|38.53\|38.85\|37.15\|635509;2026-08-05\|40.84\|8.19\|38.20\|41.00\|37.57\|733872;2026-08-06\|41.30\|1.13\|43.53\|43.60\|41.08\|882901;2026-08-07\|42.09\|1.91\|41.02\|42.09\|40.20\|774417;2026-08-10\|43.73\|3.90\|41.90\|44.18\|40.68\|817378;2026-08-11\|40.30\|-7.84\|44.80\|45.99\|39.80\|1220211;2026-08-12\|40.98\|1.69\|40.31\|41.20\|39.80\|687519;2026-08-13\|38.66\|-5.66\|41.00\|41.53\|38.60\|789240;2026-08-14\|39.78\|2.90\|37.67\|39.99\|37.50\|558126;2026-08-17\|40.78\|2.51\|40.50\|41.54\|40.19\|404548;2026-08-18\|42.21\|3.51\|41.05\|42.68\|40.79\|514787;2026-08-19\|42.72\|1.21\|40.80\|43.70\|40.66\|611302;2026-08-20\|46.10\|7.91\|45.00\|46.99\|44.55\|1026165;2026-08-21\|49.43\|7.22\|46.98\|49.88\|46.11\|1013615;2026-08-24\|48.77\|-1.34\|49.60\|51.99\|47.49\|1175790;2026-08-25\|47.66\|-2.28\|49.01\|49.20\|46.00\|859634;2026-08-26\|46.85\|-1.70\|47.47\|48.79\|46.78\|614209;2026-08-27\|48.22\|2.92\|46.68\|49.46\|46.63\|721654;2026-08-28\|49.09\|1.80\|47.80\|49.30\|46.73\|579583;2026-08-31\|46.81\|-4.64\|46.00\|46.97\|44.40\|863877;2026-09-01\|46.00\|-1.73\|46.50\|47.45\|45.90\|462858;2026-09-02\|45.77\|-0.50\|45.00\|46.13\|43.61\|605028;2026-09-03\|46.60\|1.81\|46.63\|47.45\|45.88\|572217;2026-09-04\|45.69\|-1.95\|47.21\|47.63\|45.31\|539941;2026-09-07\|44.48\|-2.65\|44.50\|45.60\|44.25\|412459;2026-09-08\|44.20\|-0.63\|44.89\|45.03\|43.82\|396407;2026-09-09\|43.88\|-0.72\|43.40\|44.53\|43.17\|465537;2026-09-10\|44.30\|0.96\|43.52\|44.63\|43.07\|407400;2026-09-11\|44.32\|0.05\|42.90\|44.73\|42.32\|508338
121066		AI服务器电源+超级电容+浙江国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年5月26日投资者关系管理信息，公司产品在服务器电源上的应用已全面铺开，较大规模应用并取得良好评价，2026年将是公司在该领域规模发展的元年，已取得批量订单；据2026年4月29日投资者关系管理信息，超级电容已深度受益于服务器UPS、数据中心供电升级趋势，2026年已取得千万级营收。 2、公司是国内少数同时布局铝电解电容、薄膜电容、超级电容三大产品线并实现上游材料一体化的平台型企业，2025年超级电容营业收入3.52亿元，同比增长52.51%。 3、据2025年年度报告，公司最终控制人为浙江省人民政府国有资产监督管理委员会，属于国有企业。 4、据国泰海通证券2026年6月21日研报，首次覆盖给予“增持”评级，认为公司受益于AI电源升级，电容进入量价齐升爆发周期，预计2026-2028年归母净利润分别为11.00/19.06/29.13亿元。	国内唯一、全球少数几家在铝电解电容器、薄膜电容器、超级电容器三大类电容器同时研产销的公司，而且是品种最齐全、产业链最完整的企业	2026-05-07\|44.00\|8.83\|40.70\|44.47\|40.50\|504277;2026-05-08\|43.14\|-1.95\|43.80\|43.95\|42.38\|323451;2026-05-11\|46.13\|6.93\|43.95\|47.02\|43.50\|465389;2026-05-12\|44.35\|-3.86\|46.54\|46.54\|42.51\|620075;2026-05-13\|47.29\|6.63\|44.05\|48.52\|43.45\|459117;2026-05-14\|45.90\|-2.94\|48.10\|48.31\|44.98\|407965;2026-05-15\|48.66\|6.01\|46.50\|49.55\|45.40\|651058;2026-05-18\|53.35\|9.64\|51.31\|53.53\|48.83\|747482;2026-05-19\|58.69\|10.01\|52.39\|58.69\|51.60\|606968;2026-05-20\|58.60\|-0.15\|59.87\|59.99\|57.06\|580919;2026-05-21\|55.51\|-5.27\|58.46\|58.90\|55.00\|480568;2026-05-22\|60.50\|8.99\|58.00\|61.06\|56.33\|582264;2026-05-25\|61.91\|2.33\|63.00\|63.73\|58.96\|595515;2026-05-26\|61.45\|-0.74\|61.91\|63.00\|59.32\|395371;2026-05-27\|67.60\|10.01\|67.60\|67.60\|67.60\|140062;2026-05-28\|74.07\|9.99\|72.01\|74.07\|71.36\|222347;2026-05-29\|77.85\|5.10\|81.48\|81.48\|76.05\|1069307;2026-06-01\|79.15\|1.67\|77.85\|82.50\|75.10\|844612;2026-06-02\|83.46\|5.45\|77.28\|86.10\|76.30\|685074;2026-06-03\|87.59\|4.95\|84.42\|90.90\|81.00\|611987;2026-06-04\|96.35\|10.00\|89.00\|96.35\|89.00\|366399;2026-06-05\|90.00\|-6.59\|92.01\|95.00\|88.48\|830858;2026-06-08\|83.62\|-7.09\|88.39\|89.00\|83.22\|801229;2026-06-09\|91.98\|10.00\|84.73\|91.98\|80.00\|642122;2026-06-10\|87.60\|-4.76\|90.93\|92.80\|85.50\|549961;2026-06-11\|82.80\|-5.48\|87.41\|90.00\|81.30\|526312;2026-06-12\|81.25\|-1.87\|87.50\|87.79\|80.00\|546742;2026-06-15\|86.73\|6.74\|83.66\|88.11\|82.50\|465693;2026-06-16\|95.40\|10.00\|88.29\|95.40\|87.33\|495743;2026-06-17\|104.93\|9.99\|97.12\|104.94\|97.01\|613007;2026-06-18\|108.06\|2.98\|104.01\|111.11\|104.01\|509023;2026-06-22\|105.00\|-2.83\|108.44\|112.00\|100.18\|654251;2026-06-23\|94.50\|-10.00\|103.00\|103.00\|94.50\|566574;2026-06-24\|100.93\|6.80\|94.78\|102.85\|94.53\|565500;2026-06-25\|111.02\|10.00\|104.86\|111.02\|104.02\|213364;2026-06-26\|109.00\|-1.82\|113.01\|115.44\|107.66\|583437;2026-06-29\|106.00\|-2.75\|110.35\|114.50\|103.10\|533187;2026-06-30\|105.00\|-0.94\|104.59\|108.68\|101.00\|371366;2026-07-01\|106.66\|1.58\|106.50\|113.18\|104.00\|374813;2026-07-02\|98.66\|-7.50\|99.00\|102.97\|96.15\|443297;2026-07-03\|97.96\|-0.71\|98.51\|104.37\|95.88\|378618;2026-07-06\|96.41\|-1.58\|97.96\|105.00\|96.26\|422463;2026-07-07\|88.53\|-8.17\|95.75\|95.97\|87.52\|580266;2026-07-08\|83.68\|-5.48\|90.51\|91.60\|83.22\|403873;2026-07-09\|90.54\|8.20\|86.94\|90.63\|82.35\|447999;2026-07-10\|86.70\|-4.24\|93.00\|96.30\|85.80\|392791;2026-07-13\|78.35\|-9.63\|85.66\|86.40\|78.03\|470069;2026-07-14\|86.19\|10.01\|79.76\|86.19\|78.66\|391846;2026-07-15\|87.86\|1.94\|91.02\|93.68\|86.93\|593531;2026-07-16\|81.42\|-7.33\|84.18\|86.16\|79.21\|483317;2026-07-17\|73.28\|-10.00\|79.37\|80.00\|73.28\|414365;2026-07-20\|65.95\|-10.00\|73.90\|76.00\|65.95\|435483;2026-07-21\|72.55\|10.01\|66.00\|72.55\|60.83\|572738;2026-07-22\|71.01\|-2.12\|72.55\|76.43\|69.45\|516348;2026-07-23\|66.42\|-6.46\|72.28\|74.80\|66.04\|432517;2026-07-24\|63.59\|-4.26\|63.10\|68.15\|62.77\|383475;2026-07-27\|69.95\|10.00\|63.48\|69.95\|62.86\|406263;2026-07-28\|62.96\|-9.99\|68.70\|68.70\|62.96\|314122;2026-07-29\|61.40\|-2.48\|60.45\|64.70\|58.20\|560028;2026-07-30\|55.50\|-9.61\|60.77\|62.84\|55.26\|604846;2026-07-31\|58.71\|5.78\|59.82\|61.05\|58.40\|562367;2026-08-03\|53.92\|-8.16\|56.86\|58.99\|53.35\|470863;2026-08-04\|59.31\|10.00\|54.28\|59.31\|53.85\|427829;2026-08-05\|64.24\|8.31\|58.46\|65.24\|57.62\|577845;2026-08-06\|65.09\|1.32\|62.00\|66.07\|61.04\|426091;2026-08-07\|67.58\|3.83\|64.77\|69.34\|64.04\|573738;2026-08-10\|66.11\|-2.18\|69.00\|70.43\|63.57\|464339;2026-08-11\|65.60\|-0.77\|64.20\|69.89\|62.88\|533728;2026-08-12\|65.23\|-0.56\|65.50\|67.16\|63.68\|380555;2026-08-13\|66.61\|2.12\|68.49\|71.75\|66.50\|546591;2026-08-14\|69.79\|4.77\|69.01\|71.70\|66.94\|643481;2026-08-17\|69.95\|0.23\|69.50\|69.96\|66.60\|579696;2026-08-18\|67.41\|-3.63\|72.05\|72.45\|66.00\|647046;2026-08-19\|60.67\|-10.00\|64.05\|64.85\|60.67\|494299;2026-08-20\|59.97\|-1.15\|61.28\|61.97\|58.60\|493374;2026-08-21\|64.33\|7.27\|59.70\|64.53\|59.11\|532480;2026-08-24\|59.50\|-7.51\|64.23\|65.46\|57.91\|512915;2026-08-25\|60.03\|0.89\|59.48\|61.00\|56.87\|337505;2026-08-26\|59.59\|-0.73\|60.05\|60.50\|58.00\|257573;2026-08-27\|62.10\|4.21\|61.00\|62.89\|59.52\|352423;2026-08-28\|60.80\|-2.09\|62.10\|64.55\|60.70\|373098;2026-08-31\|63.40\|4.28\|58.82\|63.67\|58.02\|439223;2026-09-01\|59.46\|-6.21\|68.23\|69.74\|59.31\|692046;2026-09-02\|55.87\|-6.04\|58.11\|58.90\|55.00\|550645;2026-09-03\|57.95\|3.72\|56.68\|59.16\|56.20\|423067;2026-09-04\|56.32\|-2.81\|59.45\|60.52\|55.67\|369515;2026-09-07\|61.95\|10.00\|59.20\|61.95\|57.95\|606436;2026-09-08\|59.60\|-3.79\|64.12\|64.50\|59.38\|588770;2026-09-09\|58.97\|-1.06\|60.01\|61.61\|58.50\|347194;2026-09-10\|58.01\|-1.63\|58.16\|59.60\|57.52\|247751;2026-09-11\|58.00\|-0.02\|57.15\|58.87\|55.05\|355971
121065		BOPP电工膜+电容膜+复合铜箔+次新股行业原因： 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5月19日招股说明书，公司主营BOPP电工膜，2024年电容器用聚丙烯薄膜国内市占率16.4%排名第一、全球市占率11.7%排名第二，产品广泛应用于新能源汽车、光伏风电等领域。 2、据2026年5月28日互动易，公司有生产用于电池负极的铜箔基膜；据2026年5月19日招股说明书，复合铜箔是BOPP电工膜重要下游市场，公司已储备相关产品，2026年有望进入规模化应用。 3、公司于2026年5月22日新上市，据上市公告书，上市初期流通股仅3568.75万股，占总股本7.77%，流通市值较小。	公司从事BOPP电工膜研产销，产品系薄膜电容器和复合集流体等电子电力领域的关键材料	2026-05-22\|127.68\|710.15\|88.00\|140.91\|87.70\|296216;2026-05-25\|99.49\|-22.08\|108.00\|112.00\|98.75\|215396;2026-05-26\|86.08\|-13.48\|90.00\|95.20\|82.39\|189206;2026-05-27\|73.25\|-14.90\|81.02\|85.79\|72.66\|158419;2026-05-28\|73.09\|-0.22\|70.25\|78.80\|68.12\|145298;2026-05-29\|80.40\|10.00\|72.17\|80.40\|72.17\|122646;2026-06-01\|85.36\|6.17\|80.40\|88.38\|77.10\|177309;2026-06-02\|76.82\|-10.00\|81.00\|81.00\|76.82\|107843;2026-06-03\|77.14\|0.42\|72.02\|80.52\|71.80\|116072;2026-06-04\|84.85\|9.99\|75.09\|84.85\|72.00\|140073;2026-06-05\|83.11\|-2.05\|85.00\|89.15\|81.20\|140797;2026-06-08\|76.48\|-7.98\|78.93\|81.78\|75.80\|85484;2026-06-09\|78.08\|2.09\|81.20\|81.30\|76.61\|73283;2026-06-10\|70.27\|-10.00\|76.38\|76.41\|70.27\|83732;2026-06-11\|64.20\|-8.64\|66.90\|67.55\|64.00\|90512;2026-06-12\|60.91\|-5.12\|65.47\|65.89\|60.49\|90074;2026-06-15\|66.60\|9.34\|62.45\|67.00\|61.20\|90475;2026-06-16\|68.68\|3.12\|65.11\|69.73\|65.11\|79360;2026-06-17\|70.17\|2.17\|66.80\|71.20\|66.80\|69267;2026-06-18\|70.47\|0.43\|69.19\|71.77\|68.50\|57422;2026-06-22\|67.50\|-4.21\|69.60\|72.25\|66.71\|65924;2026-06-23\|65.00\|-3.70\|67.50\|67.59\|63.88\|45026;2026-06-24\|65.71\|1.09\|64.64\|66.18\|61.85\|45744;2026-06-25\|64.82\|-1.35\|65.79\|67.50\|63.18\|49540;2026-06-26\|59.33\|-8.47\|63.25\|63.52\|59.00\|52966;2026-06-29\|65.26\|9.99\|59.33\|65.26\|59.00\|36912;2026-06-30\|68.26\|4.60\|66.67\|68.68\|65.83\|81375;2026-07-01\|66.70\|-2.29\|68.00\|71.26\|66.00\|66221;2026-07-02\|64.16\|-3.81\|64.82\|67.98\|63.58\|49197;2026-07-03\|62.13\|-3.16\|64.99\|65.50\|62.00\|36748;2026-07-06\|58.81\|-5.34\|63.00\|63.00\|58.39\|40358;2026-07-07\|56.00\|-4.78\|59.05\|59.93\|54.89\|38665;2026-07-08\|56.39\|0.70\|55.60\|57.50\|53.60\|45997;2026-07-09\|53.79\|-4.61\|54.70\|55.83\|50.91\|50301;2026-07-10\|52.85\|-1.75\|53.40\|55.81\|52.71\|39179;2026-07-13\|49.01\|-7.27\|52.68\|53.25\|48.66\|34740;2026-07-14\|49.94\|1.90\|49.00\|50.45\|48.00\|25791;2026-07-15\|47.48\|-4.93\|49.96\|50.18\|47.17\|28816;2026-07-16\|47.65\|0.36\|47.00\|50.42\|46.67\|30791;2026-07-17\|45.50\|-4.51\|47.39\|48.57\|45.50\|30630;2026-07-20\|40.95\|-10.00\|45.50\|46.28\|40.95\|37259;2026-07-21\|45.05\|10.01\|40.63\|45.05\|38.96\|45708;2026-07-22\|46.55\|3.33\|45.80\|49.56\|45.33\|57162;2026-07-23\|46.87\|0.69\|46.48\|47.98\|45.90\|34182;2026-07-24\|44.33\|-5.42\|45.90\|46.02\|44.22\|25094;2026-07-27\|48.76\|9.99\|43.30\|48.76\|43.30\|35475;2026-07-28\|46.90\|-3.81\|48.57\|50.95\|46.51\|54886;2026-07-29\|46.38\|-1.11\|47.22\|48.01\|45.42\|31400;2026-07-30\|44.77\|-3.47\|45.84\|46.87\|43.70\|30495;2026-07-31\|45.22\|1.01\|47.80\|48.75\|45.21\|32822;2026-08-03\|45.31\|0.20\|44.28\|45.41\|44.20\|20576;2026-08-04\|49.84\|10.00\|45.50\|49.84\|45.45\|33751;2026-08-05\|53.21\|6.76\|51.29\|54.82\|50.48\|97605;2026-08-06\|53.65\|0.83\|51.44\|54.80\|51.44\|75627;2026-08-07\|54.79\|2.12\|53.82\|55.26\|52.83\|62196;2026-08-10\|54.54\|-0.46\|54.79\|55.63\|53.25\|42558;2026-08-11\|54.23\|-0.57\|54.00\|55.20\|53.56\|32802;2026-08-12\|54.26\|0.06\|53.95\|54.58\|53.40\|28453;2026-08-13\|53.09\|-2.16\|54.80\|56.18\|53.00\|38298;2026-08-14\|53.91\|1.54\|53.09\|54.12\|52.60\|26586;2026-08-17\|54.93\|1.89\|54.00\|55.00\|53.48\|29098;2026-08-18\|55.53\|1.09\|55.00\|55.80\|53.76\|35425;2026-08-19\|51.85\|-6.63\|53.70\|54.35\|51.50\|30919;2026-08-20\|50.58\|-2.45\|52.44\|52.44\|50.16\|26839;2026-08-21\|50.38\|-0.40\|49.99\|50.86\|49.00\|18109;2026-08-24\|48.57\|-3.59\|50.16\|50.17\|47.45\|21701;2026-08-25\|49.16\|1.21\|48.42\|49.67\|46.70\|17804;2026-08-26\|48.45\|-1.44\|49.30\|49.50\|47.60\|13884;2026-08-27\|53.30\|10.01\|48.90\|53.30\|48.50\|35644;2026-08-28\|52.31\|-1.86\|54.00\|55.17\|52.20\|56941;2026-08-31\|52.15\|-0.31\|52.05\|53.86\|51.54\|37006;2026-09-01\|51.14\|-1.94\|52.50\|52.75\|50.83\|26364;2026-09-02\|50.40\|-1.45\|50.67\|50.96\|49.80\|17962;2026-09-03\|49.45\|-1.88\|50.89\|51.21\|49.32\|20732;2026-09-04\|47.50\|-3.94\|50.05\|50.99\|47.11\|27696;2026-09-07\|48.51\|2.13\|48.00\|48.77\|47.30\|18642;2026-09-08\|47.55\|-1.98\|48.19\|48.80\|47.31\|18510;2026-09-09\|46.52\|-2.17\|47.39\|48.05\|46.28\|19391;2026-09-10\|45.90\|-1.33\|46.02\|47.00\|45.53\|16756;2026-09-11\|45.76\|-0.31\|45.70\|46.58\|44.90\|24344
121064		MLCC镍粉+AI算力+扩产行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年6月8日投资者关系活动记录表，AI技术发展带动MLCC行业转向AI基础设施与汽车电子驱动，AI服务器对超高容、高可靠性MLCC需求激增，进而对上游原材料镍粉提出更高性能要求，公司镍粉主要应用于MLCC并广泛用于AI硬件等领域。 2、据2026年4月29日公告，公司拟以子公司广豫储能投资建设“年产640吨超细金属粉体材料项目”，计划投资约1.2亿元，紧抓人工智能、汽车电子及光伏低银化/无银化发展机遇。 3、据2026年4月20日年报及2026年6月8日投资者关系活动记录表，公司主营电子专用高端金属粉体材料，产品包括镍粉、铜粉、银包覆粉体等，是国产MLCC镍粉龙头，2025年营收11.5亿元同比增长21.8%。	公司是全球领先、国内唯一的小粒径纳米镍粉生产商、国内MLCC镍粉市场领军企业，银包铜粉已批量用于光伏HJT电池低温浆料	2026-05-07\|130.04\|0.03\|130.10\|132.00\|126.78\|101528;2026-05-08\|134.30\|3.28\|129.00\|137.60\|127.80\|97289;2026-05-11\|137.96\|2.73\|135.40\|142.50\|134.30\|127522;2026-05-12\|134.67\|-2.38\|138.94\|139.80\|132.23\|72222;2026-05-13\|129.50\|-3.84\|133.48\|133.89\|126.16\|147330;2026-05-14\|121.25\|-6.37\|128.82\|129.97\|120.60\|129855;2026-05-15\|123.00\|1.44\|121.49\|126.00\|119.98\|93587;2026-05-18\|117.99\|-4.07\|120.49\|122.60\|116.61\|114748;2026-05-19\|129.79\|10.00\|117.41\|129.79\|113.75\|216770;2026-05-20\|137.45\|5.90\|132.39\|138.59\|128.50\|177606;2026-05-21\|139.36\|1.39\|140.00\|148.90\|138.50\|183576;2026-05-22\|153.30\|10.00\|150.96\|153.30\|148.00\|98850;2026-05-25\|166.87\|8.85\|168.63\|168.63\|163.67\|274676;2026-05-26\|159.50\|-4.42\|162.20\|168.19\|155.68\|200320;2026-05-27\|165.86\|3.99\|162.69\|172.80\|158.01\|210014;2026-05-28\|182.45\|10.00\|175.00\|182.45\|171.40\|191321;2026-05-29\|178.33\|-2.26\|185.62\|189.01\|176.00\|188893;2026-06-01\|178.78\|0.25\|180.93\|193.58\|178.18\|215348;2026-06-02\|190.64\|6.63\|180.00\|194.58\|170.08\|214223;2026-06-03\|190.05\|-0.31\|193.69\|195.60\|185.70\|171593;2026-06-04\|188.00\|-1.08\|186.63\|198.67\|184.08\|160208;2026-06-05\|178.41\|-5.10\|183.55\|187.55\|175.08\|160278;2026-06-08\|173.00\|-3.03\|166.80\|181.00\|165.96\|161298;2026-06-09\|190.30\|10.00\|178.00\|190.30\|174.00\|131068;2026-06-10\|194.00\|1.94\|192.70\|196.60\|185.10\|167443;2026-06-11\|181.00\|-6.70\|192.00\|200.80\|178.00\|167727;2026-06-12\|177.01\|-2.20\|187.30\|192.58\|176.30\|151035;2026-06-15\|194.71\|10.00\|184.00\|194.71\|182.88\|109085;2026-06-16\|213.00\|9.39\|200.00\|214.18\|196.60\|154352;2026-06-17\|210.28\|-1.28\|210.00\|215.99\|199.98\|194113;2026-06-18\|231.31\|10.00\|210.19\|231.31\|205.90\|98832;2026-06-22\|245.89\|6.30\|241.05\|247.49\|231.35\|176449;2026-06-23\|224.00\|-8.90\|238.00\|238.00\|221.30\|161405;2026-06-24\|224.50\|0.22\|223.16\|232.76\|220.01\|121343;2026-06-25\|246.84\|10.00\|225.40\|246.84\|222.50\|76329;2026-06-26\|264.00\|6.95\|255.00\|271.52\|254.00\|199845;2026-06-29\|279.50\|5.87\|273.84\|290.30\|266.00\|180684;2026-06-30\|271.30\|-2.93\|288.88\|296.30\|264.10\|149586;2026-07-01\|273.46\|0.80\|270.00\|285.73\|268.97\|120933;2026-07-02\|246.11\|-10.00\|254.00\|264.00\|246.11\|124296;2026-07-03\|238.10\|-3.25\|234.59\|251.40\|224.66\|129184;2026-07-06\|218.74\|-8.13\|239.59\|244.40\|217.86\|126049;2026-07-07\|212.53\|-2.84\|219.84\|222.50\|207.80\|111864;2026-07-08\|202.80\|-4.58\|215.00\|223.10\|202.03\|97722;2026-07-09\|206.95\|2.05\|208.00\|212.00\|189.01\|176880;2026-07-10\|199.75\|-3.48\|213.00\|225.00\|199.00\|147860;2026-07-13\|183.99\|-7.89\|190.00\|200.65\|180.50\|154418;2026-07-14\|196.30\|6.69\|185.50\|197.18\|181.24\|125086;2026-07-15\|184.47\|-6.03\|202.99\|206.58\|182.25\|101542;2026-07-16\|166.02\|-10.00\|179.92\|183.44\|166.02\|140075;2026-07-17\|149.42\|-10.00\|166.02\|167.17\|149.42\|142739;2026-07-20\|134.48\|-10.00\|152.00\|153.00\|134.48\|109511;2026-07-21\|147.93\|10.00\|133.04\|147.93\|121.03\|200075;2026-07-22\|145.02\|-1.97\|148.76\|158.86\|143.10\|162855;2026-07-23\|146.41\|0.96\|149.83\|159.52\|144.00\|168899;2026-07-24\|137.87\|-5.83\|142.88\|146.87\|137.62\|134124;2026-07-27\|151.66\|10.00\|140.64\|151.66\|138.09\|135744;2026-07-28\|136.49\|-10.00\|150.66\|151.68\|136.49\|124199;2026-07-29\|144.58\|5.93\|136.50\|146.66\|135.71\|217930;2026-07-30\|133.12\|-7.93\|144.65\|150.60\|130.26\|212340;2026-07-31\|136.27\|2.37\|146.43\|146.43\|135.12\|218268;2026-08-03\|131.10\|-3.79\|134.91\|138.92\|128.80\|139046;2026-08-04\|143.32\|9.32\|133.31\|144.21\|126.55\|193897;2026-08-05\|157.65\|10.00\|141.25\|157.65\|141.00\|145177;2026-08-06\|163.82\|3.91\|160.00\|165.00\|155.98\|216082;2026-08-07\|163.97\|0.09\|163.81\|169.30\|156.53\|224128;2026-08-10\|173.99\|6.11\|165.99\|176.07\|159.72\|195901;2026-08-11\|172.16\|-1.05\|170.00\|191.16\|170.00\|216643;2026-08-12\|168.80\|-1.95\|172.00\|173.88\|164.77\|172653;2026-08-13\|167.48\|-0.78\|172.30\|178.16\|165.89\|166791;2026-08-14\|168.55\|0.64\|168.25\|171.78\|164.00\|137768;2026-08-17\|175.66\|4.22\|168.55\|177.00\|166.60\|146687;2026-08-18\|169.15\|-3.71\|175.68\|179.00\|166.59\|165203;2026-08-19\|152.24\|-10.00\|159.37\|162.56\|152.24\|127428;2026-08-20\|148.02\|-2.77\|150.72\|153.29\|146.19\|158727;2026-08-21\|153.80\|3.90\|148.01\|154.80\|145.88\|115818;2026-08-24\|147.54\|-4.07\|153.50\|156.49\|142.82\|104234;2026-08-25\|147.55\|0.01\|144.92\|150.30\|138.88\|92717;2026-08-26\|146.56\|-0.67\|148.50\|150.50\|144.36\|61419;2026-08-27\|153.64\|4.83\|149.21\|153.80\|145.69\|97607;2026-08-28\|152.24\|-0.91\|153.77\|159.13\|152.00\|100131;2026-08-31\|149.34\|-1.90\|145.00\|150.02\|141.80\|138713;2026-09-01\|141.08\|-5.53\|149.18\|149.22\|139.00\|109242;2026-09-02\|139.01\|-1.47\|139.33\|141.13\|137.26\|77561;2026-09-03\|139.80\|0.57\|141.16\|142.88\|137.90\|73148;2026-09-04\|133.24\|-4.69\|142.00\|142.80\|131.94\|88794;2026-09-07\|137.20\|2.97\|133.90\|138.38\|133.05\|120809;2026-09-08\|134.88\|-1.69\|137.32\|139.25\|133.86\|78475;2026-09-09\|133.44\|-1.07\|136.02\|138.39\|132.44\|75426;2026-09-10\|133.52\|0.06\|131.64\|134.66\|130.08\|67224;2026-09-11\|134.41\|0.67\|131.00\|135.99\|127.28\|112053
121063		涨停揭秘：低轨卫星射频芯片封装管壳批量供货+氧化锆基固态电解质完成研发，双重技术突破获市场关注；涨停缘由：长征八号甲遥八火箭发射临近+卫星互联网建设提速+固态电池产业化预期升温+MLCC粉体全球龙头地位稳固；资金逻辑：军工与新能源主题资金交叉配置，融资余额连续三日净买入，北向持仓环比提升；风险提示：固态电解质产业化尚处早期，卫星封装业务占比仍低，整体业绩弹性有待进一步释放	全球领先的MLCC粉体材料生产商；公司氧化锆粉体价格调涨10%-40%	2026-05-07\|38.68\|3.34\|37.59\|39.23\|37.50\|505099;2026-05-08\|38.29\|-1.01\|38.01\|39.00\|37.63\|401403;2026-05-11\|38.71\|1.10\|39.02\|40.67\|38.67\|712045;2026-05-12\|41.01\|5.94\|39.48\|41.22\|38.20\|746612;2026-05-13\|42.60\|3.88\|40.92\|42.90\|40.00\|793444;2026-05-14\|41.12\|-3.47\|43.00\|43.00\|40.82\|661727;2026-05-15\|39.30\|-4.43\|41.13\|41.88\|38.92\|690717;2026-05-18\|38.90\|-1.02\|39.00\|40.18\|38.32\|431059;2026-05-19\|43.89\|12.83\|38.83\|44.00\|38.72\|958103;2026-05-20\|42.22\|-3.81\|43.00\|43.50\|41.62\|566892;2026-05-21\|41.53\|-1.63\|43.50\|44.95\|41.40\|747919;2026-05-22\|48.40\|16.54\|42.61\|48.98\|42.61\|1166473;2026-05-25\|51.15\|5.68\|52.00\|53.08\|50.65\|1136934;2026-05-26\|49.65\|-2.93\|51.66\|52.30\|48.80\|828353;2026-05-27\|48.93\|-1.45\|50.50\|53.15\|48.36\|933015;2026-05-28\|52.99\|8.30\|50.01\|53.89\|49.44\|1072391;2026-05-29\|50.78\|-4.17\|55.02\|55.68\|50.30\|982730;2026-06-01\|51.60\|1.61\|50.35\|56.20\|50.35\|1160819;2026-06-02\|58.45\|13.50\|51.44\|59.68\|50.13\|1448218;2026-06-03\|60.47\|3.46\|59.38\|62.80\|57.50\|1397605;2026-06-04\|64.00\|5.84\|59.57\|66.12\|58.80\|1393085;2026-06-05\|65.18\|1.84\|62.11\|67.60\|60.40\|1406309;2026-06-08\|57.61\|-11.61\|62.06\|65.00\|57.29\|1475030;2026-06-09\|66.40\|15.26\|59.41\|66.88\|57.20\|1568596;2026-06-10\|61.13\|-7.94\|66.40\|66.50\|61.00\|1216773;2026-06-11\|62.40\|2.08\|61.11\|64.98\|60.88\|1233917;2026-06-12\|56.33\|-9.73\|65.00\|65.90\|54.68\|1665303;2026-06-15\|63.30\|12.37\|59.53\|63.84\|58.55\|1433962;2026-06-16\|67.43\|6.52\|63.63\|69.66\|63.30\|1450435;2026-06-17\|78.50\|16.42\|68.20\|80.50\|66.90\|1756925;2026-06-18\|89.53\|14.05\|82.20\|91.88\|82.20\|1571376;2026-06-22\|98.90\|10.47\|93.00\|101.00\|91.80\|1442268;2026-06-23\|90.78\|-8.21\|95.50\|97.00\|89.23\|1310958;2026-06-24\|91.72\|1.04\|91.50\|94.62\|88.50\|1285415;2026-06-25\|98.40\|7.28\|93.50\|100.98\|87.00\|1536605;2026-06-26\|102.81\|4.48\|95.00\|105.99\|93.87\|1413223;2026-06-29\|105.55\|2.67\|110.00\|112.88\|100.66\|1355756;2026-06-30\|103.18\|-2.25\|103.54\|105.50\|97.20\|1126628;2026-07-01\|98.82\|-4.23\|106.28\|108.47\|97.73\|1221160;2026-07-02\|92.79\|-6.10\|94.86\|99.70\|91.11\|1039750;2026-07-03\|90.73\|-2.22\|92.97\|96.00\|88.00\|940503;2026-07-06\|88.10\|-2.90\|92.50\|95.80\|86.00\|890121;2026-07-07\|87.55\|-0.62\|87.41\|91.18\|85.33\|754962;2026-07-08\|78.49\|-10.35\|87.55\|89.06\|78.10\|1091618;2026-07-09\|80.80\|2.94\|79.50\|81.09\|74.00\|1188366;2026-07-10\|74.10\|-8.29\|80.50\|84.82\|74.06\|1126455;2026-07-13\|64.01\|-13.62\|73.46\|73.90\|63.30\|1118176;2026-07-14\|70.01\|9.37\|65.29\|71.20\|64.65\|860260;2026-07-15\|67.89\|-3.03\|72.00\|72.79\|67.41\|722596;2026-07-16\|63.30\|-6.76\|66.71\|67.99\|62.28\|582497;2026-07-17\|56.62\|-10.55\|63.55\|63.94\|55.75\|763314;2026-07-20\|49.92\|-11.83\|59.95\|60.20\|47.77\|981478;2026-07-21\|59.90\|19.99\|54.12\|59.90\|49.92\|1122916;2026-07-22\|60.23\|0.55\|61.02\|65.19\|59.40\|1609219;2026-07-23\|60.85\|1.03\|62.00\|65.50\|60.23\|1446917;2026-07-24\|57.21\|-5.98\|58.31\|60.00\|56.39\|1084091;2026-07-27\|62.44\|9.14\|57.20\|62.67\|56.00\|1202943;2026-07-28\|56.42\|-9.64\|60.69\|60.93\|55.80\|1096368;2026-07-29\|59.12\|4.79\|56.42\|60.16\|56.26\|1363829;2026-07-30\|61.28\|3.65\|60.18\|64.12\|56.48\|1850492;2026-07-31\|62.04\|1.24\|67.08\|68.95\|61.46\|1865618;2026-08-03\|57.80\|-6.83\|60.00\|62.20\|57.11\|1130126;2026-08-04\|60.18\|4.12\|56.90\|61.36\|53.80\|1448985;2026-08-05\|67.27\|11.78\|57.62\|69.84\|57.18\|1854272;2026-08-06\|69.53\|3.36\|64.51\|70.33\|62.80\|1856245;2026-08-07\|70.88\|1.94\|68.88\|72.68\|67.00\|1769270;2026-08-10\|76.11\|7.38\|72.47\|76.46\|70.52\|1686171;2026-08-11\|72.88\|-4.24\|74.02\|83.64\|72.50\|1995601;2026-08-12\|74.00\|1.54\|72.76\|74.47\|70.47\|1306830;2026-08-13\|70.66\|-4.51\|75.00\|75.95\|70.52\|1470340;2026-08-14\|70.96\|0.42\|73.04\|73.20\|69.61\|981218;2026-08-17\|73.57\|3.68\|70.28\|73.57\|69.80\|1143027;2026-08-18\|74.26\|1.01\|73.50\|76.90\|72.80\|1286171;2026-08-19\|64.12\|-13.65\|70.32\|71.70\|63.41\|1425009;2026-08-20\|62.92\|-1.87\|65.00\|65.32\|61.68\|1002069;2026-08-21\|67.86\|7.85\|64.42\|69.48\|63.73\|1368465;2026-08-24\|64.10\|-5.54\|67.79\|68.98\|62.38\|969213;2026-08-25\|63.24\|-1.34\|61.79\|64.67\|60.22\|680988;2026-08-26\|64.12\|1.39\|63.26\|65.63\|62.70\|722869;2026-08-27\|70.01\|9.19\|64.83\|70.71\|63.68\|1119980;2026-08-28\|68.90\|-1.59\|71.19\|71.87\|68.09\|981607;2026-08-31\|69.97\|1.55\|66.78\|69.97\|66.31\|762398;2026-09-01\|64.01\|-8.52\|69.07\|69.28\|63.90\|907075;2026-09-02\|62.70\|-2.05\|62.95\|63.78\|62.00\|516476;2026-09-03\|63.63\|1.48\|63.88\|64.70\|62.40\|573461;2026-09-04\|60.39\|-5.09\|64.16\|65.00\|59.36\|752180;2026-09-07\|62.25\|3.08\|60.01\|62.95\|59.88\|669376;2026-09-08\|60.34\|-3.07\|62.25\|62.86\|60.03\|574049;2026-09-09\|60.37\|0.05\|61.78\|62.45\|59.94\|487689;2026-09-10\|60.35\|-0.03\|59.34\|61.60\|59.34\|452620;2026-09-11\|62.73\|3.94\|59.14\|63.58\|58.41\|1008973
121062		涨停揭秘：国内特种MLCC领先企业，正拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套；英伟达AI服务器带动MLCC整体需求上行；涨停缘由：航天高可靠MLCC自主可控紧迫性提升、商业航天加速产业化、特种MLCC技术壁垒与定价能力突出；资金逻辑：主力资金连续两日净流入超5000万元，机构席位占比高，受益于军工电子与AI硬件双重主线共振；风险提示：商业航天配套尚处早期阶段，订单规模及收入确认节奏未公开披露，短期业绩支撑有限	国内特种 MLCC (片式多层陶瓷电容器) 领先企业；公司正积极拓展商业航天、低空经济供应链，已参与部分客户在商业航天领域的产品配套	2026-05-07\|32.87\|-0.39\|33.12\|33.24\|32.56\|96421;2026-05-08\|33.48\|1.86\|32.73\|33.59\|32.30\|125054;2026-05-11\|34.54\|3.17\|33.98\|35.19\|33.78\|160486;2026-05-12\|33.73\|-2.35\|34.61\|34.74\|33.53\|103767;2026-05-13\|34.19\|1.36\|33.65\|34.40\|33.38\|106706;2026-05-14\|32.79\|-4.09\|34.25\|34.32\|32.77\|109999;2026-05-15\|32.13\|-2.01\|33.16\|33.46\|32.00\|97763;2026-05-18\|32.73\|1.87\|31.99\|33.52\|31.60\|87127;2026-05-19\|34.92\|6.69\|32.60\|35.61\|32.07\|231089;2026-05-20\|35.19\|0.77\|34.83\|35.83\|34.59\|199553;2026-05-21\|34.25\|-2.67\|35.30\|36.50\|34.15\|178501;2026-05-22\|37.68\|10.01\|34.54\|37.68\|34.54\|405031;2026-05-25\|39.50\|4.83\|41.32\|41.34\|39.11\|556550;2026-05-26\|40.64\|2.89\|39.49\|41.08\|38.86\|405814;2026-05-27\|43.01\|5.83\|41.35\|43.85\|41.00\|501229;2026-05-28\|47.31\|10.00\|43.80\|47.31\|43.01\|512767;2026-05-29\|48.44\|2.39\|49.00\|51.44\|48.00\|853056;2026-06-01\|53.28\|9.99\|46.54\|53.28\|46.54\|392988;2026-06-02\|58.61\|10.00\|52.15\|58.61\|51.50\|480739;2026-06-03\|63.93\|9.08\|59.99\|64.47\|59.22\|725684;2026-06-04\|64.55\|0.97\|62.69\|65.94\|60.70\|594645;2026-06-05\|62.98\|-2.31\|63.82\|64.94\|61.10\|455991;2026-06-08\|56.68\|-10.00\|58.01\|65.80\|56.68\|638165;2026-06-09\|59.62\|5.19\|58.27\|61.14\|52.61\|801747;2026-06-10\|56.28\|-5.60\|56.74\|59.02\|54.61\|503962;2026-06-11\|61.91\|10.00\|56.24\|61.91\|55.15\|431087;2026-06-12\|58.15\|-6.07\|62.83\|63.70\|57.00\|551103;2026-06-15\|63.97\|10.01\|59.90\|63.97\|59.90\|181610;2026-06-16\|67.70\|5.83\|68.36\|69.36\|65.68\|537532;2026-06-17\|69.71\|2.97\|66.30\|69.73\|65.50\|543769;2026-06-18\|67.75\|-2.81\|68.00\|74.80\|67.40\|472878;2026-06-22\|65.19\|-3.78\|67.99\|68.88\|62.80\|483606;2026-06-23\|62.09\|-4.76\|63.50\|63.79\|59.48\|445718;2026-06-24\|68.30\|10.00\|62.05\|68.30\|62.05\|170880;2026-06-25\|75.13\|10.00\|72.33\|75.13\|71.98\|148834;2026-06-26\|79.49\|5.80\|74.60\|81.01\|73.63\|576974;2026-06-29\|80.43\|1.18\|81.49\|87.30\|76.50\|452075;2026-06-30\|83.00\|3.20\|80.00\|84.88\|77.20\|428479;2026-07-01\|87.50\|5.42\|85.60\|91.30\|84.00\|514658;2026-07-02\|81.27\|-7.12\|79.81\|83.00\|78.75\|406789;2026-07-03\|85.48\|5.18\|81.26\|89.40\|77.93\|429422;2026-07-06\|76.93\|-10.00\|88.00\|88.00\|76.93\|291061;2026-07-07\|69.24\|-10.00\|73.63\|76.00\|69.24\|371710;2026-07-08\|62.32\|-9.99\|69.00\|71.88\|62.32\|376265;2026-07-09\|63.50\|1.89\|62.90\|63.80\|58.29\|402104;2026-07-10\|59.45\|-6.38\|62.94\|67.24\|59.30\|339552;2026-07-13\|53.51\|-9.99\|57.97\|60.38\|53.51\|285843;2026-07-14\|56.01\|4.67\|52.88\|56.35\|50.70\|415520;2026-07-15\|55.28\|-1.30\|57.79\|58.64\|54.23\|251647;2026-07-16\|50.96\|-7.81\|55.04\|55.04\|50.00\|228231;2026-07-17\|47.23\|-7.32\|51.64\|51.80\|46.25\|248249;2026-07-20\|42.51\|-9.99\|48.59\|48.84\|42.51\|205032;2026-07-21\|46.76\|10.00\|43.36\|46.76\|38.30\|335819;2026-07-22\|43.99\|-5.92\|46.60\|48.38\|43.88\|272972;2026-07-23\|44.83\|1.91\|44.70\|48.39\|43.90\|326158;2026-07-24\|42.02\|-6.27\|44.27\|44.35\|41.60\|246677;2026-07-27\|45.10\|7.33\|42.86\|45.45\|41.35\|274286;2026-07-28\|40.67\|-9.82\|43.62\|43.95\|40.59\|227807;2026-07-29\|42.20\|3.76\|40.67\|43.19\|40.57\|311601;2026-07-30\|40.12\|-4.93\|42.98\|44.20\|39.13\|457846;2026-07-31\|40.62\|1.25\|44.13\|44.13\|40.50\|566112;2026-08-03\|41.84\|3.00\|40.00\|43.29\|40.00\|402125;2026-08-04\|44.64\|6.69\|41.92\|45.34\|40.20\|330480;2026-08-05\|48.25\|8.09\|43.40\|49.10\|43.40\|430756;2026-08-06\|48.78\|1.10\|47.23\|50.04\|46.16\|394852;2026-08-07\|50.25\|3.01\|48.78\|50.80\|46.88\|344669;2026-08-10\|51.54\|2.57\|50.50\|52.42\|47.61\|332154;2026-08-11\|50.50\|-2.02\|49.51\|54.80\|49.51\|384864;2026-08-12\|49.42\|-2.14\|50.46\|51.00\|48.30\|294954;2026-08-13\|50.65\|2.49\|50.00\|54.36\|50.00\|450815;2026-08-14\|51.69\|2.05\|51.00\|52.48\|49.88\|318419;2026-08-17\|52.37\|1.32\|51.22\|52.41\|50.31\|292678;2026-08-18\|53.03\|1.26\|52.00\|53.31\|51.51\|275298;2026-08-19\|47.73\|-9.99\|50.23\|50.75\|47.73\|253490;2026-08-20\|46.00\|-3.62\|47.72\|48.63\|45.66\|234762;2026-08-21\|48.88\|6.26\|46.00\|48.96\|45.69\|232058;2026-08-24\|46.73\|-4.40\|48.01\|49.10\|45.34\|199098;2026-08-25\|45.55\|-2.53\|46.57\|46.63\|44.01\|155114;2026-08-26\|45.41\|-0.31\|45.78\|46.09\|44.51\|107054;2026-08-27\|47.96\|5.62\|46.03\|48.30\|45.30\|162759;2026-08-28\|47.12\|-1.75\|48.39\|49.30\|47.06\|173111;2026-08-31\|47.00\|-0.25\|45.61\|47.10\|45.41\|171439;2026-09-01\|46.11\|-1.89\|47.31\|47.86\|45.58\|149869;2026-09-02\|45.19\|-2.00\|45.77\|46.55\|44.96\|123220;2026-09-03\|45.78\|1.31\|45.56\|47.18\|45.39\|146435;2026-09-04\|43.59\|-4.78\|46.00\|46.79\|43.24\|148947;2026-09-07\|45.44\|4.24\|43.91\|45.94\|43.80\|180446;2026-09-08\|45.77\|0.73\|45.44\|47.74\|44.95\|178374;2026-09-09\|45.93\|0.35\|45.88\|47.10\|45.54\|153794;2026-09-10\|46.87\|2.05\|45.25\|47.67\|45.08\|172982;2026-09-11\|49.58\|5.78\|46.20\|49.85\|45.80\|406884
121061		超级电容+导电炭黑+炭黑龙头+景德镇国资行业原因：据第一财经，记者近日走访深圳华强北了解到，多个MLCC商家都要求实时报价，且热门现货陷入短缺。一名主要销售三星电子产品的MLCC商家表示，5月至今所有型号价格都在飞涨，一盘100多元的产品涨到了400~500元。还有一名销售村田、风华高科等品牌的MLCC商家表示，一个月前他卖出一批村田的货，这批货现在的价格要翻3倍。公司原因： 1、据2026年6月16日互动易，公司介孔碳产品及高比表炭黑可应用于超级电容器等领域，已在对接行业头部企业进行测试；据2026年6月9日互动易，介孔碳产品已进入中试阶段，中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域。 2、据2026年4月20日投资者关系活动记录表，公司2万吨/年超导电炭黑产能已建成投产，产品可应用于动力、储能、快充、固态等电池领域，月度订单已实现百吨级以上交付，销量呈逐月增长态势。 3、据2026年3月31日年报，公司系国内炭黑行业龙头企业，产销量一直保持国内领先地位，产能规模已跻身世界前列，2025年产能利用率达92.89%。 4、据2026年3月31日年报，公司的最终控制人为景德镇市国有资产监督管理委员会。	国内炭黑行业龙头；公司介孔碳产品已进入中试阶段，目前中试产品已送客户试样推广，主要用于硅碳负极材料及电容炭领域	2026-05-07\|9.53\|-0.42\|9.57\|9.69\|9.46\|191824;2026-05-08\|9.62\|0.94\|9.48\|9.74\|9.48\|149325;2026-05-11\|9.41\|-2.18\|9.61\|9.65\|9.24\|220682;2026-05-12\|9.07\|-3.61\|9.41\|9.41\|9.02\|170430;2026-05-13\|9.40\|3.64\|9.56\|9.70\|8.96\|330090;2026-05-14\|9.58\|1.91\|9.52\|9.97\|9.48\|391947;2026-05-15\|9.94\|3.76\|9.62\|10.15\|9.53\|393940;2026-05-18\|10.34\|4.02\|10.02\|10.75\|9.68\|676998;2026-05-19\|10.47\|1.26\|10.15\|10.74\|10.10\|437857;2026-05-20\|10.45\|-0.19\|10.46\|10.55\|10.10\|311930;2026-05-21\|10.03\|-4.02\|10.46\|10.69\|10.00\|345195;2026-05-22\|10.28\|2.49\|10.10\|10.55\|10.09\|348138;2026-05-25\|10.53\|2.43\|10.53\|10.65\|10.40\|336522;2026-05-26\|10.25\|-2.66\|10.50\|10.59\|10.13\|262361;2026-05-27\|9.84\|-4.00\|10.21\|10.46\|9.75\|275026;2026-05-28\|9.58\|-2.64\|9.73\|9.96\|9.36\|227537;2026-05-29\|9.46\|-1.25\|9.60\|10.08\|9.38\|275887;2026-06-01\|10.41\|10.04\|9.41\|10.41\|9.36\|318235;2026-06-02\|9.89\|-5.00\|10.47\|10.50\|9.77\|427346;2026-06-03\|10.49\|6.07\|9.90\|10.69\|9.75\|430352;2026-06-04\|10.64\|1.43\|10.45\|10.96\|10.40\|383285;2026-06-05\|10.76\|1.13\|10.63\|11.09\|10.52\|370677;2026-06-08\|10.30\|-4.28\|10.45\|10.82\|10.10\|347563;2026-06-09\|10.43\|1.26\|10.50\|10.67\|10.16\|292390;2026-06-10\|10.16\|-2.59\|10.65\|11.10\|10.15\|440509;2026-06-11\|9.98\|-1.77\|10.21\|10.35\|9.90\|288137;2026-06-12\|10.08\|1.00\|9.99\|10.50\|9.71\|404496;2026-06-15\|10.09\|0.10\|10.05\|10.26\|9.91\|275083;2026-06-16\|10.08\|-0.10\|10.00\|10.27\|9.81\|260678;2026-06-17\|9.50\|-5.75\|10.09\|10.29\|9.40\|366450;2026-06-18\|10.45\|10.00\|9.39\|10.45\|9.33\|345457;2026-06-22\|11.50\|10.05\|10.45\|11.50\|10.45\|911994;2026-06-23\|12.65\|10.00\|12.00\|12.65\|11.80\|1162505;2026-06-24\|13.48\|6.56\|12.31\|13.69\|11.60\|1142085;2026-06-25\|14.83\|10.01\|14.68\|14.83\|13.93\|780965;2026-06-26\|14.60\|-1.55\|14.21\|15.63\|14.20\|1143337;2026-06-29\|14.41\|-1.30\|14.91\|15.20\|13.73\|1111500;2026-06-30\|15.03\|4.30\|14.66\|15.39\|14.30\|599039;2026-07-01\|15.31\|1.86\|15.00\|15.99\|14.91\|589235;2026-07-02\|14.67\|-4.18\|14.85\|15.28\|14.40\|423122;2026-07-03\|14.20\|-3.20\|14.67\|14.80\|13.50\|522579;2026-07-06\|13.14\|-7.46\|14.32\|14.46\|12.92\|529336;2026-07-07\|12.35\|-6.01\|13.04\|13.25\|12.23\|343558;2026-07-08\|11.33\|-8.26\|12.36\|12.45\|11.25\|389138;2026-07-09\|11.56\|2.03\|11.39\|11.68\|10.53\|490788;2026-07-10\|10.97\|-5.10\|11.85\|11.91\|10.96\|344541;2026-07-13\|9.87\|-10.03\|10.87\|10.96\|9.87\|323226;2026-07-14\|10.03\|1.62\|9.72\|10.36\|9.70\|278102;2026-07-15\|9.13\|-8.97\|9.91\|10.10\|9.07\|446747;2026-07-16\|8.80\|-3.61\|9.07\|9.33\|8.74\|343494;2026-07-17\|8.13\|-7.61\|8.80\|8.82\|8.06\|334549;2026-07-20\|7.34\|-9.72\|8.29\|8.32\|7.32\|447754;2026-07-21\|8.07\|9.95\|7.37\|8.07\|6.69\|492770;2026-07-22\|7.53\|-6.69\|8.18\|8.36\|7.41\|540288;2026-07-23\|7.61\|1.06\|7.53\|7.69\|7.43\|271119;2026-07-24\|7.37\|-3.15\|7.55\|7.59\|7.36\|222869;2026-07-27\|7.59\|2.99\|7.33\|7.60\|7.31\|196829;2026-07-28\|7.40\|-2.50\|7.55\|7.70\|7.35\|219954;2026-07-29\|7.36\|-0.54\|7.35\|7.45\|7.12\|271915;2026-07-30\|7.30\|-0.82\|7.30\|7.65\|7.29\|318609;2026-07-31\|7.64\|4.66\|7.47\|7.78\|7.42\|382308;2026-08-03\|7.66\|0.26\|7.58\|7.67\|7.48\|267067;2026-08-04\|7.92\|3.39\|7.67\|7.98\|7.62\|254398;2026-08-05\|8.10\|2.27\|7.89\|8.18\|7.82\|265867;2026-08-06\|8.14\|0.49\|8.10\|8.16\|7.96\|229600;2026-08-07\|8.06\|-0.98\|8.28\|8.33\|7.92\|323182;2026-08-10\|8.11\|0.62\|8.22\|8.27\|7.90\|250622;2026-08-11\|8.17\|0.74\|8.06\|8.39\|7.98\|374179;2026-08-12\|8.51\|4.16\|8.15\|8.68\|8.12\|527150;2026-08-13\|8.10\|-4.82\|8.47\|8.48\|8.09\|450100;2026-08-14\|8.15\|0.62\|8.11\|8.19\|8.01\|201545;2026-08-17\|8.28\|1.60\|8.12\|8.28\|8.00\|252965;2026-08-18\|8.16\|-1.45\|8.39\|8.39\|8.08\|187994;2026-08-19\|7.75\|-5.02\|8.02\|8.10\|7.70\|273321;2026-08-20\|7.62\|-1.68\|7.86\|7.89\|7.58\|265046;2026-08-21\|7.76\|1.84\|7.60\|7.79\|7.46\|194916;2026-08-24\|7.75\|-0.13\|7.73\|7.79\|7.61\|140664;2026-08-25\|7.82\|0.90\|7.66\|7.87\|7.62\|145926;2026-08-26\|7.94\|1.53\|7.89\|8.00\|7.78\|163023;2026-08-27\|8.03\|1.13\|7.92\|8.03\|7.87\|153910;2026-08-28\|8.05\|0.25\|8.08\|8.10\|7.97\|192569;2026-08-31\|8.07\|0.25\|7.98\|8.07\|7.92\|175937;2026-09-01\|8.05\|-0.25\|8.03\|8.13\|7.93\|180438;2026-09-02\|8.05\|0.00\|8.00\|8.11\|7.93\|166273;2026-09-03\|8.09\|0.50\|8.06\|8.16\|8.00\|175732;2026-09-04\|8.14\|0.62\|8.14\|8.30\|8.07\|315666;2026-09-07\|8.27\|1.60\|8.20\|8.35\|8.15\|313460;2026-09-08\|9.10\|10.04\|8.30\|9.10\|8.27\|539696;2026-09-09\|10.01\|10.00\|9.65\|10.01\|9.10\|1244825;2026-09-10\|10.30\|2.90\|10.01\|11.00\|10.01\|1538252;2026-09-11\|9.66\|-6.21\|10.29\|10.29\|9.27\|1046970
121060		被动电子元器件+TLVR电感+光模块上游行业原因： 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7月1日投资者关系活动记录表，公司TLVR拓扑结构产品主要用于AI服务器的xPU芯片，目前已实现批量化供应，在AI服务器功率持续提升的趋势下，其应用将进一步打开。 2、据2026年7月9日互动易，公司高频通信磁珠、功率电感等产品可用于光模块，其中磁性器件主要应用于供电和信号隔离。 3、据2025年年报，公司主要开发生产片式类电感，年交付电感远超千亿只，已成为在全球被动电子元器件领域具有技术领先和核心竞争优势的国际化企业。	国内被动电子元器件行业电感细分龙头企业；公司专注于片式电感、片式敏感器件（包括热敏电阻、压敏电阻和钽电容）、LTCC器件、传感器等新型片式被动电子元器件的研产销，是华为、小米手机电感的重要供应商	2026-05-07\|36.64\|5.87\|34.88\|36.96\|34.34\|439294;2026-05-08\|37.09\|1.23\|36.35\|37.54\|36.08\|354266;2026-05-11\|37.31\|0.59\|37.54\|37.98\|37.12\|338473;2026-05-12\|37.20\|-0.29\|37.50\|37.68\|36.60\|294005;2026-05-13\|38.18\|2.63\|36.92\|38.52\|36.72\|387449;2026-05-14\|36.77\|-3.69\|38.39\|38.39\|36.77\|306332;2026-05-15\|35.63\|-3.10\|36.84\|37.44\|35.02\|293115;2026-05-18\|36.69\|2.98\|35.10\|37.66\|34.62\|430041;2026-05-19\|39.77\|8.39\|36.50\|39.96\|36.22\|636396;2026-05-20\|39.83\|0.15\|41.25\|41.25\|38.72\|512403;2026-05-21\|39.90\|0.18\|40.28\|42.15\|39.81\|561876;2026-05-22\|43.30\|8.52\|40.80\|43.52\|40.80\|572691;2026-05-25\|46.13\|6.54\|45.85\|46.86\|44.68\|695779;2026-05-26\|45.15\|-2.12\|45.32\|46.00\|44.09\|446150;2026-05-27\|48.60\|7.64\|45.55\|49.49\|45.52\|667086;2026-05-28\|49.00\|0.82\|48.63\|50.29\|47.52\|529482;2026-05-29\|50.35\|2.76\|52.41\|52.88\|48.88\|624180;2026-06-01\|46.50\|-7.65\|48.85\|50.33\|46.00\|730369;2026-06-02\|48.85\|5.05\|46.00\|49.82\|45.91\|551814;2026-06-03\|47.80\|-2.15\|48.65\|48.87\|47.03\|435052;2026-06-04\|50.55\|5.75\|47.00\|51.11\|46.84\|574963;2026-06-05\|55.61\|10.01\|51.20\|55.61\|48.80\|811177;2026-06-08\|55.66\|0.09\|54.00\|59.50\|53.96\|1270878;2026-06-09\|61.23\|10.01\|58.00\|61.23\|56.70\|971315;2026-06-10\|58.30\|-4.79\|58.50\|61.69\|57.16\|737005;2026-06-11\|55.63\|-4.58\|57.80\|58.91\|54.33\|646750;2026-06-12\|56.16\|0.95\|57.30\|59.09\|55.44\|613371;2026-06-15\|61.30\|9.15\|57.86\|61.78\|57.20\|625502;2026-06-16\|61.29\|-0.02\|62.00\|62.80\|58.80\|652075;2026-06-17\|66.52\|8.53\|59.99\|67.42\|59.99\|718036;2026-06-18\|71.16\|6.98\|65.85\|72.24\|65.00\|522840;2026-06-22\|73.44\|3.20\|74.97\|75.50\|70.88\|579694;2026-06-23\|66.10\|-9.99\|72.20\|72.50\|66.10\|563728;2026-06-24\|67.78\|2.54\|65.10\|68.94\|64.21\|553747;2026-06-25\|71.19\|5.03\|67.90\|71.48\|66.78\|518970;2026-06-26\|68.82\|-3.33\|68.80\|71.18\|67.67\|397059;2026-06-29\|74.74\|8.60\|70.72\|75.70\|70.70\|742039;2026-06-30\|73.10\|-2.19\|75.07\|75.40\|70.40\|610367;2026-07-01\|74.60\|2.05\|75.85\|79.72\|73.04\|577861;2026-07-02\|67.52\|-9.49\|70.00\|72.88\|67.14\|535842;2026-07-03\|64.87\|-3.92\|66.69\|68.37\|64.55\|521582;2026-07-06\|61.03\|-5.92\|66.05\|66.40\|59.95\|551678;2026-07-07\|61.14\|0.18\|60.70\|62.94\|59.02\|366100;2026-07-08\|56.05\|-8.33\|61.50\|62.49\|55.60\|623704;2026-07-09\|58.48\|4.34\|57.50\|58.74\|55.15\|404600;2026-07-10\|54.11\|-7.47\|59.00\|60.08\|54.00\|451049;2026-07-13\|48.93\|-9.57\|53.65\|53.88\|48.70\|652154;2026-07-14\|50.55\|3.31\|49.10\|51.58\|47.50\|490340;2026-07-15\|47.75\|-5.54\|51.23\|52.23\|46.96\|412495;2026-07-16\|44.87\|-6.03\|47.44\|47.74\|44.20\|382520;2026-07-17\|42.31\|-5.71\|44.88\|45.22\|40.90\|511950;2026-07-20\|38.08\|-10.00\|43.25\|44.35\|38.08\|516190;2026-07-21\|41.89\|10.01\|38.95\|41.89\|36.71\|428423;2026-07-22\|43.84\|4.66\|43.97\|45.71\|42.86\|708495;2026-07-23\|43.44\|-0.91\|43.78\|45.97\|43.02\|476779;2026-07-24\|42.11\|-3.06\|42.36\|43.19\|41.40\|297175;2026-07-27\|45.19\|7.31\|42.11\|45.69\|41.44\|407177;2026-07-28\|41.68\|-7.77\|43.52\|44.09\|41.10\|371489;2026-07-29\|43.15\|3.53\|41.06\|43.50\|40.50\|496071;2026-07-30\|40.10\|-7.07\|42.79\|44.13\|39.04\|523110;2026-07-31\|42.80\|6.73\|43.00\|44.11\|42.71\|662838;2026-08-03\|43.51\|1.66\|43.20\|44.41\|42.50\|490182;2026-08-04\|47.23\|8.55\|44.32\|47.25\|42.93\|526807;2026-08-05\|49.60\|5.02\|46.00\|51.31\|45.50\|532654;2026-08-06\|48.48\|-2.26\|48.52\|49.83\|47.11\|377518;2026-08-07\|49.79\|2.70\|47.71\|50.07\|46.83\|398985;2026-08-10\|48.10\|-3.39\|49.78\|49.78\|46.53\|369497;2026-08-11\|49.78\|3.49\|47.12\|52.46\|47.10\|467786;2026-08-12\|50.00\|0.44\|50.08\|50.24\|48.89\|260174;2026-08-13\|48.90\|-2.20\|50.51\|51.99\|48.74\|337445;2026-08-14\|52.21\|6.77\|49.59\|52.39\|48.74\|409745;2026-08-17\|52.79\|1.11\|52.28\|53.64\|50.60\|440473;2026-08-18\|51.93\|-1.63\|52.68\|54.10\|50.71\|352657;2026-08-19\|47.41\|-8.70\|50.00\|51.38\|47.04\|453715;2026-08-20\|48.41\|2.11\|48.25\|49.60\|47.37\|268684;2026-08-21\|49.94\|3.16\|48.54\|50.38\|47.95\|257246;2026-08-24\|47.66\|-4.57\|50.00\|50.00\|46.07\|276105;2026-08-25\|47.49\|-0.36\|47.00\|48.23\|45.76\|206725;2026-08-26\|46.89\|-1.26\|47.00\|47.84\|46.00\|213840;2026-08-27\|48.26\|2.92\|47.25\|48.84\|46.85\|256879;2026-08-28\|49.15\|1.84\|48.55\|50.82\|47.91\|320769;2026-08-31\|50.05\|1.83\|47.35\|50.21\|47.35\|313883;2026-09-01\|46.50\|-7.09\|49.94\|50.05\|46.39\|347624;2026-09-02\|45.68\|-1.76\|45.80\|46.40\|45.10\|187246;2026-09-03\|45.79\|0.24\|46.02\|46.80\|44.87\|209929;2026-09-04\|44.49\|-2.84\|45.95\|46.65\|44.06\|195188;2026-09-07\|48.94\|10.00\|44.89\|48.94\|44.80\|420272;2026-09-08\|48.10\|-1.72\|49.55\|49.89\|47.66\|264028;2026-09-09\|47.83\|-0.56\|48.20\|48.99\|47.21\|209849;2026-09-10\|46.94\|-1.86\|47.20\|47.85\|46.15\|208782;2026-09-11\|48.10\|2.47\|46.20\|48.54\|45.50\|298130
121059	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：宇树科技与阿里合作预期升温，带动机器人视觉感知环节关注；公司工业相机已在AI眼镜领域导入，并与航空航天、卫星互联网客户开展需求对接，技术延展性强；科创板次新股弹性大，资金偏好高成长细分龙头；涨停缘由：机器人视觉感知需求上升+AI眼镜量产导入+卫星互联网与航天检测新场景拓展；资金逻辑：主力资金连续两日净流入，反映对高端制造+AI硬件交叉领域的长期看好；机构与游资共同参与，筹码集中度提升；风险提示：AI眼镜及卫星业务尚处导入期，收入占比低；工业相机市场竞争激烈，国产替代进度存在不确定性	1、公司在半导体量检测领域业务稳步推进，相关产品在半导体晶圆、套刻、先进封装等检测工艺中均有导入； 2、公司工业相机已在AI眼镜领域逐步导入，并与航空航天、卫星互联网、机器人客户探讨需求，未来针对性开发产品	2026-05-07\|135.83\|11.18\|122.17\|137.59\|121.09\|21961;2026-05-08\|133.10\|-2.01\|134.81\|135.67\|129.00\|15564;2026-05-11\|139.30\|4.66\|133.10\|142.97\|132.00\|25296;2026-05-12\|134.83\|-3.21\|139.73\|139.73\|124.04\|35201;2026-05-13\|134.00\|-0.62\|130.47\|135.19\|126.03\|19608;2026-05-14\|131.50\|-1.87\|136.00\|136.00\|130.03\|11084;2026-05-15\|135.98\|3.41\|131.70\|138.98\|131.70\|21187;2026-05-18\|137.26\|0.94\|132.85\|139.20\|130.11\|20002;2026-05-19\|164.71\|20.00\|136.00\|164.71\|134.78\|39171;2026-05-20\|165.00\|0.18\|167.00\|169.88\|160.60\|29972;2026-05-21\|176.98\|7.26\|166.98\|189.90\|163.88\|42256;2026-05-22\|205.00\|15.83\|178.44\|205.00\|174.00\|33201;2026-05-25\|202.28\|-1.33\|200.90\|202.28\|185.02\|31132;2026-05-26\|185.00\|-8.54\|195.00\|196.00\|180.01\|28788;2026-05-27\|182.00\|-1.62\|184.90\|194.00\|178.61\|21622;2026-05-28\|194.80\|7.03\|181.09\|196.87\|176.77\|21803;2026-05-29\|185.00\|-5.03\|194.80\|195.22\|177.86\|19049;2026-06-01\|171.18\|-7.47\|184.07\|184.07\|168.80\|23674;2026-06-02\|171.70\|0.30\|171.16\|178.00\|166.13\|17763;2026-06-03\|178.29\|3.84\|171.70\|183.74\|169.02\|19074;2026-06-04\|188.30\|5.61\|174.42\|191.90\|172.03\|21849;2026-06-05\|200.70\|6.59\|183.85\|213.91\|180.95\|23885;2026-06-08\|202.86\|1.08\|180.16\|209.99\|180.16\|19371;2026-06-09\|223.70\|10.27\|202.90\|237.98\|198.34\|24550;2026-06-10\|214.00\|-4.34\|213.00\|220.00\|200.02\|17484;2026-06-11\|241.07\|12.65\|210.00\|242.00\|207.00\|18084;2026-06-12\|212.80\|-11.73\|241.07\|242.00\|210.51\|16834;2026-06-15\|225.08\|5.77\|216.00\|226.91\|205.10\|14661;2026-06-16\|241.00\|7.07\|220.02\|243.99\|217.36\|18412;2026-06-17\|239.70\|-0.54\|232.60\|242.00\|230.00\|11750;2026-06-18\|232.36\|-3.06\|237.31\|245.30\|225.00\|11930;2026-06-22\|237.00\|2.00\|232.55\|241.99\|223.16\|14222;2026-06-23\|228.03\|-3.78\|233.92\|238.99\|212.04\|17433;2026-06-24\|226.47\|-0.68\|222.89\|231.94\|213.00\|16969;2026-06-25\|246.00\|8.62\|225.00\|248.11\|218.00\|20862;2026-06-26\|226.15\|-8.07\|236.02\|252.00\|226.00\|15457;2026-06-29\|243.60\|7.72\|222.80\|255.00\|211.00\|21994;2026-06-30\|263.40\|8.13\|247.50\|263.40\|239.00\|20739;2026-07-01\|245.79\|-6.69\|265.47\|265.47\|241.00\|15329;2026-07-02\|216.35\|-11.98\|227.50\|237.59\|215.01\|12217;2026-07-03\|203.80\|-5.80\|215.48\|221.00\|203.00\|12903;2026-07-06\|190.38\|-6.58\|206.05\|209.93\|188.99\|20546;2026-07-07\|197.00\|3.48\|191.41\|200.68\|185.00\|15191;2026-07-08\|192.92\|-2.07\|196.99\|205.00\|182.58\|16276;2026-07-09\|231.50\|20.00\|195.34\|231.50\|193.94\|25716;2026-07-10\|226.10\|-2.33\|245.38\|255.00\|225.00\|42157;2026-07-13\|226.70\|0.27\|224.97\|247.90\|221.00\|33682;2026-07-14\|220.60\|-2.69\|226.00\|248.88\|216.67\|31604;2026-07-15\|200.94\|-8.91\|232.00\|232.00\|200.06\|28886;2026-07-16\|191.62\|-4.64\|193.12\|202.99\|189.56\|20892;2026-07-17\|169.39\|-11.60\|191.26\|192.96\|163.90\|20393;2026-07-20\|138.17\|-18.43\|176.12\|176.12\|135.51\|31498;2026-07-21\|165.77\|19.98\|140.94\|165.80\|127.91\|33671;2026-07-22\|154.13\|-7.02\|166.98\|174.00\|152.50\|22468;2026-07-23\|146.81\|-4.75\|156.41\|156.41\|144.02\|18357;2026-07-24\|151.19\|2.98\|146.81\|154.69\|144.02\|18867;2026-07-27\|152.97\|1.18\|154.21\|156.26\|145.00\|19034;2026-07-28\|142.91\|-6.58\|155.00\|158.42\|140.80\|20114;2026-07-29\|134.50\|-5.88\|142.34\|143.51\|127.37\|20995;2026-07-30\|121.90\|-9.37\|133.98\|134.98\|118.49\|20696;2026-07-31\|125.18\|2.69\|134.28\|137.45\|125.06\|19527;2026-08-03\|118.48\|-5.35\|125.84\|128.12\|116.88\|18520;2026-08-04\|126.41\|6.69\|119.90\|127.87\|116.66\|19210;2026-08-05\|143.43\|13.46\|126.97\|147.80\|126.97\|24859;2026-08-06\|149.99\|4.57\|142.48\|154.43\|139.00\|21700;2026-08-07\|158.00\|5.34\|149.99\|164.99\|147.38\|21492;2026-08-10\|155.55\|-1.55\|157.90\|160.47\|151.00\|15430;2026-08-11\|152.52\|-1.95\|151.15\|155.69\|145.00\|17313;2026-08-12\|158.22\|3.74\|152.50\|162.00\|150.23\|16099;2026-08-13\|156.51\|-1.08\|159.05\|167.44\|156.45\|16510;2026-08-14\|158.80\|1.46\|160.70\|160.88\|154.50\|10547;2026-08-17\|176.40\|11.08\|159.44\|177.57\|159.02\|24174;2026-08-18\|185.00\|4.88\|179.92\|187.47\|166.90\|30451;2026-08-19\|161.45\|-12.73\|180.14\|182.00\|158.58\|31110;2026-08-20\|166.84\|3.34\|164.77\|169.80\|157.72\|22091;2026-08-21\|168.90\|1.23\|166.29\|177.77\|162.29\|18928;2026-08-24\|169.00\|0.06\|168.50\|173.46\|164.02\|17907;2026-08-25\|173.69\|2.78\|166.05\|177.17\|160.17\|21018;2026-08-26\|167.65\|-3.48\|171.00\|175.49\|164.11\|15791;2026-08-27\|173.40\|3.43\|168.44\|176.16\|165.65\|15517;2026-08-28\|165.72\|-4.43\|172.94\|172.94\|164.55\|13604;2026-08-31\|171.90\|3.73\|161.18\|171.97\|160.26\|11925;2026-09-01\|161.15\|-6.25\|173.95\|173.95\|157.00\|18413;2026-09-02\|157.51\|-2.26\|158.53\|161.80\|156.53\|10850;2026-09-03\|157.50\|-0.01\|158.10\|161.38\|155.05\|9953;2026-09-04\|149.46\|-5.10\|159.57\|163.79\|147.30\|16084;2026-09-07\|155.92\|4.32\|150.95\|157.33\|149.75\|11761;2026-09-08\|152.26\|-2.35\|154.55\|158.87\|151.00\|11947;2026-09-09\|154.27\|1.32\|153.88\|159.50\|152.35\|10233;2026-09-10\|151.05\|-2.09\|153.23\|154.86\|150.30\|7364;2026-09-11\|148.84\|-1.46\|149.03\|149.99\|142.00\|844925
121058	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：大股东长江产业集团持续赋能，子公司万润半导体聚焦存储器研发，受益于全球存储龙头股价创新高及国产替代提速；涨停缘由：公司原因： 1、实际控制人长江产业投资集团为湖北省属国资平台，具备资源整合与政策支持优势； 2、万润半导体专注NAND/NOR闪存设计与封测，部分产品已导入信创终端供应链； 3、全球存储价格企稳回升，行业库存去化接近尾声，周期拐点预期强化；资金逻辑：深股通持股量近5日环比增12.7%，融资余额单周增长9.3%，显示内外资同步加仓存储主线；风险提示：存储业务尚处产业化初期，营收占比偏低，短期盈利贡献有限，需关注后续客户认证及订单落地进度	公司大股东为长江产业投资集团有限公司，子公司万润半导体主要从事存储器	2026-05-07\|15.08\|0.07\|15.06\|15.25\|14.93\|482358;2026-05-08\|14.96\|-0.80\|14.88\|15.15\|14.75\|344875;2026-05-11\|15.36\|2.67\|15.25\|15.67\|15.22\|595854;2026-05-12\|15.44\|0.52\|15.33\|15.78\|14.87\|915391;2026-05-13\|16.98\|9.97\|15.20\|16.98\|15.08\|1178999;2026-05-14\|16.56\|-2.47\|17.10\|17.19\|16.48\|1284521;2026-05-15\|16.57\|0.06\|16.72\|17.20\|16.30\|1035578;2026-05-18\|18.23\|10.02\|16.72\|18.23\|16.66\|1063914;2026-05-19\|17.53\|-3.84\|17.43\|17.76\|16.81\|1457318;2026-05-20\|19.28\|9.98\|19.20\|19.28\|18.02\|2548520;2026-05-21\|18.10\|-6.12\|19.80\|20.10\|18.01\|2180326;2026-05-22\|17.75\|-1.93\|18.15\|18.46\|17.49\|1364099;2026-05-25\|17.58\|-0.96\|17.75\|17.95\|17.05\|1091192;2026-05-26\|16.80\|-4.44\|17.92\|18.16\|16.50\|1048163;2026-05-27\|16.42\|-2.26\|17.23\|17.78\|16.30\|965874;2026-05-28\|16.58\|0.97\|16.49\|16.94\|16.09\|732419;2026-05-29\|15.31\|-7.66\|16.68\|16.74\|15.21\|799400;2026-06-01\|15.15\|-1.05\|15.32\|15.78\|15.08\|505779;2026-06-02\|14.88\|-1.78\|15.14\|15.28\|14.50\|513530;2026-06-03\|15.27\|2.62\|14.88\|15.80\|14.77\|620002;2026-06-04\|15.77\|3.27\|15.00\|15.95\|14.91\|614427;2026-06-05\|15.09\|-4.31\|15.40\|15.71\|14.85\|599122;2026-06-08\|14.21\|-5.83\|14.34\|14.91\|14.07\|483643;2026-06-09\|14.87\|4.64\|14.58\|14.87\|14.23\|412027;2026-06-10\|14.69\|-1.21\|14.61\|14.99\|14.42\|380121;2026-06-11\|16.16\|10.01\|14.58\|16.16\|14.18\|1008363;2026-06-12\|16.19\|0.19\|17.38\|17.76\|16.16\|1444744;2026-06-15\|16.62\|2.66\|16.53\|16.70\|15.94\|905646;2026-06-16\|16.88\|1.56\|16.74\|17.13\|16.57\|666675;2026-06-17\|17.06\|1.07\|16.80\|17.27\|16.66\|762178;2026-06-18\|17.27\|1.23\|16.89\|17.63\|16.68\|747731;2026-06-22\|18.30\|5.96\|17.34\|18.50\|17.23\|1077520;2026-06-23\|18.17\|-0.71\|18.15\|18.68\|17.55\|785644;2026-06-24\|18.84\|3.69\|17.85\|19.15\|17.85\|844077;2026-06-25\|20.72\|9.98\|19.24\|20.72\|19.03\|1039856;2026-06-26\|20.22\|-2.41\|21.30\|21.94\|20.16\|1281822;2026-06-29\|20.24\|0.10\|20.93\|21.27\|19.38\|995365;2026-06-30\|22.26\|9.98\|19.71\|22.26\|19.40\|1115112;2026-07-01\|20.48\|-8.00\|22.10\|22.48\|20.05\|1230742;2026-07-02\|19.00\|-7.23\|19.42\|20.11\|18.78\|928969;2026-07-03\|19.01\|0.05\|18.82\|20.17\|18.27\|814784;2026-07-06\|18.76\|-1.32\|19.50\|19.95\|18.64\|655029;2026-07-07\|18.18\|-3.09\|18.51\|18.95\|17.85\|536868;2026-07-08\|17.52\|-3.63\|18.15\|18.66\|17.16\|495477;2026-07-09\|18.45\|5.43\|17.73\|18.55\|17.45\|626640;2026-07-10\|17.76\|-3.74\|18.76\|19.25\|17.76\|653788;2026-07-13\|16.35\|-7.94\|17.31\|17.99\|16.26\|622118;2026-07-14\|16.47\|0.73\|16.62\|16.77\|15.30\|580352;2026-07-15\|15.22\|-7.59\|16.75\|16.85\|15.15\|560588;2026-07-16\|14.29\|-6.11\|14.95\|15.39\|14.16\|556541;2026-07-17\|12.86\|-10.01\|14.20\|14.25\|12.86\|674924;2026-07-20\|11.57\|-10.03\|13.13\|13.30\|11.57\|703028;2026-07-21\|12.41\|7.26\|11.66\|12.73\|10.43\|994588;2026-07-22\|11.83\|-4.67\|12.06\|12.62\|11.79\|700304;2026-07-23\|11.61\|-1.86\|11.86\|11.99\|11.36\|466044;2026-07-24\|11.28\|-2.84\|11.40\|11.61\|11.11\|368848;2026-07-27\|11.92\|5.67\|11.20\|12.08\|10.95\|518632;2026-07-28\|11.42\|-4.19\|11.61\|12.10\|11.34\|419923;2026-07-29\|11.39\|-0.26\|11.40\|11.52\|10.70\|515923;2026-07-30\|11.07\|-2.81\|11.25\|11.49\|10.92\|446885;2026-07-31\|11.13\|0.54\|11.76\|11.90\|11.09\|613986;2026-08-03\|11.47\|3.05\|11.01\|11.68\|10.93\|528776;2026-08-04\|12.08\|5.32\|11.59\|12.17\|11.37\|514532;2026-08-05\|12.57\|4.06\|12.10\|12.85\|12.03\|631856;2026-08-06\|12.42\|-1.19\|12.28\|12.66\|12.16\|477684;2026-08-07\|13.09\|5.39\|12.42\|13.35\|12.42\|771153;2026-08-10\|13.52\|3.29\|13.32\|13.72\|12.88\|655202;2026-08-11\|13.29\|-1.70\|13.30\|13.72\|13.17\|432942;2026-08-12\|13.50\|1.58\|13.30\|13.53\|13.16\|369685;2026-08-13\|13.07\|-3.19\|13.67\|13.93\|13.06\|450526;2026-08-14\|13.88\|6.20\|13.28\|14.06\|13.21\|694843;2026-08-17\|14.14\|1.87\|13.88\|14.35\|13.65\|565813;2026-08-18\|14.26\|0.85\|14.21\|14.67\|14.03\|572280;2026-08-19\|13.72\|-3.79\|13.90\|14.84\|13.47\|805454;2026-08-20\|13.15\|-4.15\|13.80\|13.85\|13.07\|577019;2026-08-21\|13.48\|2.51\|13.13\|13.80\|13.10\|471348;2026-08-24\|13.93\|3.34\|14.52\|14.80\|13.38\|1092219;2026-08-25\|13.56\|-2.66\|13.30\|13.91\|13.16\|665427;2026-08-26\|13.74\|1.33\|13.56\|13.98\|13.48\|497574;2026-08-27\|13.84\|0.73\|13.80\|14.08\|13.60\|620469;2026-08-28\|13.67\|-1.23\|13.63\|14.06\|13.61\|445022;2026-08-31\|14.08\|3.00\|13.34\|14.13\|13.32\|508693;2026-09-01\|13.79\|-2.06\|14.08\|14.15\|13.63\|342576;2026-09-02\|13.64\|-1.09\|13.58\|13.78\|13.40\|268372;2026-09-03\|13.49\|-1.10\|13.74\|13.81\|13.30\|299092;2026-09-04\|13.79\|2.22\|13.81\|14.65\|13.68\|922034;2026-09-07\|13.91\|0.87\|14.02\|14.10\|13.74\|488394;2026-09-08\|13.95\|0.29\|13.87\|14.33\|13.72\|462031;2026-09-09\|13.70\|-1.79\|14.06\|14.25\|13.60\|429320;2026-09-10\|13.66\|-0.29\|13.57\|14.02\|13.45\|348106;2026-09-11\|13.51\|-1.10\|13.40\|13.64\|12.96\|444487
121057	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，拟投资78亿元在上海临港建设高端先进封测工厂	2026-05-07\|48.76\|1.16\|48.90\|49.50\|47.47\|1321662;2026-05-08\|50.75\|4.08\|48.00\|51.59\|47.10\|1686549;2026-05-11\|55.83\|10.01\|53.80\|55.83\|53.19\|1629943;2026-05-12\|55.24\|-1.06\|56.76\|56.99\|54.60\|2243986;2026-05-13\|57.49\|4.07\|53.51\|57.97\|53.20\|2182123;2026-05-14\|54.31\|-5.53\|57.79\|57.79\|54.28\|1744515;2026-05-15\|58.05\|6.89\|55.17\|59.73\|54.63\|2510798;2026-05-18\|58.33\|0.48\|57.47\|61.96\|57.01\|2402943;2026-05-19\|60.81\|4.25\|56.91\|61.00\|56.08\|2319497;2026-05-20\|66.22\|8.90\|59.78\|66.89\|59.77\|2859682;2026-05-21\|66.84\|0.94\|66.88\|71.28\|65.67\|3125058;2026-05-22\|72.88\|9.04\|67.05\|73.14\|63.95\|2869279;2026-05-25\|80.17\|10.00\|74.00\|80.17\|71.00\|2751391;2026-05-26\|88.19\|10.00\|83.00\|88.19\|81.15\|3398367;2026-05-27\|86.16\|-2.30\|86.50\|94.90\|83.50\|3513412;2026-05-28\|84.74\|-1.65\|83.01\|87.50\|81.00\|2722646;2026-05-29\|82.05\|-3.17\|86.00\|89.77\|80.33\|3103586;2026-06-01\|75.65\|-7.80\|80.10\|83.51\|75.00\|2953365;2026-06-02\|75.35\|-0.40\|76.86\|77.54\|72.65\|2532512;2026-06-03\|80.13\|6.34\|76.23\|82.89\|76.23\|3253501;2026-06-04\|80.08\|-0.06\|79.00\|81.86\|77.80\|2270520;2026-06-05\|75.65\|-5.53\|79.66\|80.42\|75.08\|2053712;2026-06-08\|70.30\|-7.07\|70.92\|73.00\|69.70\|1681298;2026-06-09\|75.29\|7.10\|72.98\|75.65\|71.40\|1664743;2026-06-10\|74.05\|-1.65\|73.50\|76.44\|72.47\|1502748;2026-06-11\|71.95\|-2.84\|72.60\|74.26\|71.00\|1279991;2026-06-12\|68.92\|-4.21\|75.00\|75.88\|68.85\|1863166;2026-06-15\|74.32\|7.84\|70.30\|74.47\|67.95\|1781531;2026-06-16\|76.93\|3.51\|75.06\|78.38\|74.96\|1917094;2026-06-17\|81.76\|6.28\|76.00\|82.83\|76.00\|2228067;2026-06-18\|83.03\|1.55\|81.89\|85.55\|81.03\|2340780;2026-06-22\|91.33\|10.00\|85.88\|91.33\|85.60\|2372194;2026-06-23\|86.09\|-5.63\|91.96\|91.96\|84.38\|2221175;2026-06-24\|94.70\|10.00\|84.00\|94.70\|84.00\|2573253;2026-06-25\|104.17\|10.00\|100.00\|104.17\|99.99\|1197230;2026-06-26\|100.89\|-3.15\|106.92\|109.33\|100.68\|3358285;2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361;2026-09-09\|68.64\|0.06\|69.10\|70.28\|68.19\|613675;2026-09-10\|68.12\|-0.76\|68.00\|69.44\|67.12\|481936;2026-09-11\|67.77\|-0.51\|66.50\|68.12\|65.50\|652301
121056	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体靶材+存储芯片+央企行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2026年6月17日公告，公司向特定对象发行股票申请已获上海证券交易所审核通过，募集说明书等文件已更新披露。 2、据2026年5月27日互动易，公司控股子公司有研亿金是长江存储、长鑫存储的靶材供应商。 3、据2025年年报，AI算力需求爆发式增长带动公司靶材销售收入同比增长超过50%，全年107款新产品通过验证实现批量销售，重点推进12英寸高端靶材在先进制程领域的应用渗透。 4、据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，具备央企背景。	控股子公司为长江存储、长鑫存储靶材供应商，子公司有研亿金量产12英寸晶圆制造高纯靶材，为国内大硅片下游晶圆厂提供配套耗材	2026-05-07\|29.33\|4.45\|28.29\|29.84\|28.10\|910621;2026-05-08\|30.40\|3.65\|28.60\|31.59\|28.51\|1017690;2026-05-11\|32.87\|8.12\|31.30\|33.44\|31.13\|1302337;2026-05-12\|31.92\|-2.89\|32.87\|32.87\|30.49\|961029;2026-05-13\|31.12\|-2.51\|30.99\|31.92\|30.65\|985116;2026-05-14\|32.29\|3.76\|31.21\|33.42\|30.68\|1292043;2026-05-15\|30.58\|-5.30\|31.98\|32.90\|30.20\|1056797;2026-05-18\|30.62\|0.13\|30.48\|31.81\|30.20\|778212;2026-05-19\|30.61\|-0.03\|30.38\|30.66\|29.53\|669777;2026-05-20\|30.78\|0.56\|30.32\|31.28\|30.18\|674843;2026-05-21\|28.92\|-6.04\|31.48\|31.99\|28.75\|855281;2026-05-22\|29.76\|2.90\|29.00\|30.10\|29.00\|679149;2026-05-25\|30.38\|2.08\|30.21\|30.40\|29.03\|684777;2026-05-26\|29.10\|-4.21\|29.99\|30.00\|28.60\|557714;2026-05-27\|28.13\|-3.33\|29.33\|29.60\|28.01\|548774;2026-05-28\|30.94\|9.99\|28.87\|30.94\|28.50\|1144002;2026-05-29\|28.50\|-7.89\|31.00\|31.60\|28.26\|1016575;2026-06-01\|27.27\|-4.32\|28.50\|28.77\|27.23\|590366;2026-06-02\|27.87\|2.20\|27.59\|28.32\|26.76\|471853;2026-06-03\|29.16\|4.63\|27.80\|30.39\|27.80\|784190;2026-06-04\|29.45\|0.99\|28.58\|29.67\|28.57\|537677;2026-06-05\|29.22\|-0.78\|28.80\|30.36\|28.51\|652190;2026-06-08\|27.75\|-5.03\|27.76\|29.19\|27.49\|541519;2026-06-09\|29.31\|6.00\|28.06\|29.34\|27.24\|582793;2026-06-10\|32.24\|10.00\|28.70\|32.24\|28.70\|1148937;2026-06-11\|34.24\|6.20\|32.43\|35.10\|32.08\|1782000;2026-06-12\|32.99\|-3.65\|35.70\|36.07\|32.45\|1759959;2026-06-15\|35.55\|7.76\|33.18\|35.55\|32.12\|1398256;2026-06-16\|39.11\|10.01\|35.26\|39.11\|35.01\|855289;2026-06-17\|39.79\|1.74\|38.81\|40.78\|38.40\|1675236;2026-06-18\|42.51\|6.84\|38.79\|43.51\|38.79\|1335872;2026-06-22\|46.76\|10.00\|45.22\|46.76\|44.96\|774099;2026-06-23\|48.35\|3.40\|49.01\|50.67\|46.46\|1607867;2026-06-24\|51.76\|7.05\|47.00\|52.22\|45.05\|1537734;2026-06-25\|56.16\|8.50\|51.26\|56.90\|49.80\|1369640;2026-06-26\|60.76\|8.19\|56.15\|61.63\|54.80\|1443577;2026-06-29\|66.27\|9.07\|58.98\|66.29\|57.60\|1557780;2026-06-30\|66.60\|0.50\|64.52\|69.40\|59.66\|1448754;2026-07-01\|59.94\|-10.00\|64.00\|69.00\|59.94\|1433477;2026-07-02\|57.81\|-3.55\|53.95\|62.77\|53.95\|1427400;2026-07-03\|54.30\|-6.07\|57.00\|58.33\|53.47\|1295548;2026-07-06\|50.89\|-6.28\|55.33\|55.99\|50.53\|1097054;2026-07-07\|55.98\|10.00\|51.59\|55.98\|50.46\|833797;2026-07-08\|53.98\|-3.57\|57.80\|59.95\|53.20\|1391207;2026-07-09\|59.38\|10.00\|55.25\|59.38\|53.80\|1318474;2026-07-10\|60.00\|1.04\|62.00\|64.13\|59.67\|1611161;2026-07-13\|54.00\|-10.00\|58.20\|62.25\|54.00\|1183381;2026-07-14\|52.63\|-2.54\|53.04\|54.84\|49.49\|1250909;2026-07-15\|47.65\|-9.46\|54.00\|54.00\|47.37\|940428;2026-07-16\|43.79\|-8.10\|45.95\|47.55\|43.18\|879325;2026-07-17\|39.85\|-9.00\|43.79\|44.78\|39.49\|821285;2026-07-20\|35.87\|-9.99\|42.30\|42.30\|35.87\|857960;2026-07-21\|39.46\|10.01\|35.87\|39.46\|32.28\|1181500;2026-07-22\|40.64\|2.99\|39.45\|42.48\|39.00\|1195453;2026-07-23\|41.57\|2.29\|41.12\|42.50\|40.00\|892251;2026-07-24\|44.00\|5.85\|41.00\|45.05\|40.61\|1364993;2026-07-27\|47.05\|6.93\|43.30\|47.70\|41.08\|1497110;2026-07-28\|43.50\|-7.55\|45.05\|46.90\|42.56\|1251692;2026-07-29\|39.86\|-8.37\|43.09\|43.28\|39.15\|1136857;2026-07-30\|35.87\|-10.01\|39.00\|39.53\|35.87\|946634;2026-07-31\|35.39\|-1.34\|38.64\|38.75\|35.33\|1087126;2026-08-03\|33.15\|-6.33\|34.50\|35.77\|33.00\|837131;2026-08-04\|36.19\|9.17\|33.67\|36.36\|32.93\|967576;2026-08-05\|39.81\|10.00\|36.50\|39.81\|36.50\|881698;2026-08-06\|43.79\|10.00\|40.80\|43.79\|40.50\|1030100;2026-08-07\|48.17\|10.00\|46.00\|48.17\|44.80\|917105;2026-08-10\|52.03\|8.01\|50.00\|52.99\|50.00\|1582009;2026-08-11\|52.65\|1.19\|50.64\|54.12\|50.03\|1447330;2026-08-12\|52.95\|0.57\|52.65\|54.69\|52.10\|1091464;2026-08-13\|50.21\|-5.17\|54.00\|54.18\|50.19\|1097388;2026-08-14\|50.78\|1.14\|51.44\|52.20\|49.42\|869943;2026-08-17\|55.86\|10.00\|50.77\|55.86\|50.22\|688294;2026-08-18\|57.72\|3.33\|59.77\|60.90\|56.00\|1694063;2026-08-19\|58.87\|1.99\|56.11\|60.06\|54.15\|1829551;2026-08-20\|56.70\|-3.69\|57.82\|58.61\|52.98\|1375199;2026-08-21\|54.24\|-4.27\|54.10\|56.18\|53.44\|1021208;2026-08-24\|52.52\|-3.17\|54.05\|54.87\|50.50\|940652;2026-08-25\|51.15\|-2.61\|51.21\|53.95\|50.20\|800611;2026-08-26\|50.33\|-1.60\|51.87\|52.12\|49.31\|695653;2026-08-27\|53.65\|6.60\|51.00\|54.30\|50.62\|1148456;2026-08-28\|51.65\|-3.73\|53.00\|55.55\|51.56\|982284;2026-08-31\|51.72\|0.14\|49.65\|52.44\|49.65\|675663;2026-09-01\|48.87\|-5.51\|51.80\|51.80\|48.63\|662472;2026-09-02\|48.26\|-1.25\|47.65\|49.12\|47.17\|487347;2026-09-03\|47.25\|-2.09\|49.00\|49.13\|46.68\|547304;2026-09-04\|45.22\|-4.30\|48.01\|48.28\|44.92\|578349;2026-09-07\|46.65\|3.16\|45.82\|46.99\|45.30\|573636;2026-09-08\|46.85\|0.43\|46.67\|48.93\|46.26\|818025;2026-09-09\|46.42\|-0.92\|47.79\|49.16\|46.01\|765908;2026-09-10\|46.79\|0.80\|46.36\|48.16\|45.23\|713301;2026-09-11\|45.56\|-2.63\|45.39\|45.84\|43.40\|723156
121055	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：长鑫科技IPO注册获批预示DRAM量产进程提速，精智达DRAM晶圆老化测试设备进入验证阶段；涨停缘由：公司DRAM晶圆老化测试设备已完成技术开发与测试，正推进客户验证，有望切入长鑫供应链；资金逻辑：资金提前布局半导体设备国产替代核心环节，精智达作为稀缺DRAM测试设备厂商获主题性资金关注；风险提示：设备验证周期长，订单落地存在不确定性；公司营收规模较小，业绩弹性需等待量产放量	公司半导体存储器件测试设备目前进展顺利，其中DRAM晶圆老化测试设备，已完成技术开发和测试等工作，进入验证阶段，DRAM测试机仍处于持续研发测试阶段	2026-05-07\|303.20\|0.02\|302.00\|307.98\|296.58\|40050;2026-05-08\|300.00\|-1.06\|298.02\|316.97\|297.24\|42408;2026-05-11\|344.28\|14.76\|307.00\|355.95\|306.44\|70538;2026-05-12\|355.14\|3.15\|338.00\|357.80\|333.00\|54709;2026-05-13\|360.00\|1.37\|342.88\|372.00\|334.00\|57511;2026-05-14\|348.30\|-3.25\|359.99\|367.00\|343.01\|44190;2026-05-15\|353.44\|1.48\|345.03\|377.00\|328.00\|70295;2026-05-18\|364.97\|3.26\|376.00\|402.97\|360.16\|109724;2026-05-19\|396.40\|8.61\|361.11\|398.33\|355.02\|72017;2026-05-20\|440.00\|11.00\|394.01\|447.57\|394.01\|68312;2026-05-21\|409.95\|-6.83\|441.00\|451.00\|404.04\|76754;2026-05-22\|416.97\|1.71\|418.00\|424.77\|395.00\|70523;2026-05-25\|430.94\|3.35\|402.66\|449.88\|398.00\|67678;2026-05-26\|404.98\|-6.02\|422.30\|425.90\|394.50\|66595;2026-05-27\|385.82\|-4.73\|409.00\|419.90\|382.05\|65288;2026-05-28\|395.89\|2.61\|383.74\|403.00\|379.67\|46337;2026-05-29\|367.00\|-7.30\|398.00\|398.78\|363.00\|62188;2026-06-01\|349.58\|-4.75\|364.33\|372.82\|346.00\|50564;2026-06-02\|348.19\|-0.40\|352.00\|358.00\|340.08\|55190;2026-06-03\|355.50\|2.10\|347.01\|372.00\|344.00\|59498;2026-06-04\|388.01\|9.14\|354.00\|395.00\|352.06\|69155;2026-06-05\|385.56\|-0.63\|379.07\|403.01\|379.07\|63066;2026-06-08\|375.10\|-2.71\|367.04\|393.80\|365.50\|52572;2026-06-09\|408.68\|8.95\|385.50\|412.50\|378.05\|75515;2026-06-10\|403.00\|-1.39\|407.73\|419.00\|391.58\|56903;2026-06-11\|412.55\|2.37\|396.00\|419.00\|396.00\|55477;2026-06-12\|414.48\|0.47\|443.10\|462.00\|404.95\|78525;2026-06-15\|468.00\|12.91\|413.00\|472.39\|405.05\|76500;2026-06-16\|498.00\|6.41\|470.00\|515.98\|463.00\|73162;2026-06-17\|542.28\|8.94\|499.00\|546.99\|490.11\|79940;2026-06-18\|566.00\|4.37\|531.43\|587.00\|512.00\|81236;2026-06-22\|566.20\|0.04\|561.18\|568.03\|530.16\|62426;2026-06-23\|549.00\|-3.04\|569.97\|569.97\|525.20\|52007;2026-06-24\|638.00\|16.21\|545.01\|639.00\|536.51\|74887;2026-06-25\|639.00\|0.16\|649.97\|653.66\|622.00\|46171;2026-06-26\|653.70\|2.30\|639.12\|676.00\|631.13\|59191;2026-06-29\|705.00\|7.85\|660.00\|709.88\|642.03\|61442;2026-06-30\|715.00\|1.42\|685.04\|734.40\|675.58\|51194;2026-07-01\|662.06\|-7.40\|724.95\|736.36\|652.20\|63996;2026-07-02\|582.07\|-12.08\|615.37\|630.00\|580.00\|78011;2026-07-03\|578.30\|-0.65\|566.00\|599.00\|552.27\|56656;2026-07-06\|563.00\|-2.65\|589.32\|589.32\|543.00\|50178;2026-07-07\|569.55\|1.16\|549.99\|587.88\|546.97\|42522;2026-07-08\|588.00\|3.24\|580.00\|624.95\|561.12\|51346;2026-07-09\|647.88\|10.18\|627.30\|648.88\|591.00\|55728;2026-07-10\|599.99\|-7.39\|649.93\|675.00\|592.96\|60426;2026-07-13\|569.35\|-5.11\|580.00\|628.00\|555.00\|67124;2026-07-14\|608.97\|6.96\|578.98\|629.88\|577.10\|62088;2026-07-15\|599.00\|-1.64\|632.00\|653.99\|590.05\|62933;2026-07-16\|584.00\|-2.50\|573.66\|619.88\|558.10\|56303;2026-07-17\|511.98\|-12.33\|578.00\|593.00\|508.00\|81751;2026-07-20\|457.51\|-10.64\|527.00\|549.00\|436.08\|81483;2026-07-21\|549.01\|20.00\|478.00\|549.01\|420.20\|79489;2026-07-22\|527.28\|-3.96\|533.00\|570.00\|523.00\|60354;2026-07-23\|480.74\|-8.83\|533.00\|533.00\|477.60\|56647;2026-07-24\|496.25\|3.23\|464.83\|514.00\|458.58\|52447;2026-07-27\|510.00\|2.77\|499.00\|522.70\|485.00\|52981;2026-07-28\|473.06\|-7.24\|493.10\|530.80\|467.00\|52802;2026-07-29\|440.31\|-6.92\|473.00\|488.00\|410.05\|69894;2026-07-30\|396.66\|-9.91\|435.50\|445.45\|387.62\|63479;2026-07-31\|411.70\|3.79\|452.04\|466.77\|408.00\|59200;2026-08-03\|371.88\|-9.67\|410.00\|410.00\|368.01\|49790;2026-08-04\|403.00\|8.37\|379.19\|407.00\|368.01\|51138;2026-08-05\|429.70\|6.63\|409.00\|444.00\|400.00\|63664;2026-08-06\|436.72\|1.63\|418.53\|455.00\|418.40\|44182;2026-08-07\|461.00\|5.56\|437.00\|469.99\|432.00\|51424;2026-08-10\|463.00\|0.43\|460.38\|479.87\|448.00\|50967;2026-08-11\|444.80\|-3.93\|468.00\|470.00\|432.50\|46504;2026-08-12\|458.27\|3.03\|452.69\|473.55\|445.24\|37451;2026-08-13\|482.56\|5.30\|470.07\|520.00\|450.68\|77057;2026-08-14\|498.99\|3.40\|497.00\|512.88\|479.00\|60545;2026-08-17\|542.00\|8.62\|507.00\|545.00\|498.60\|54997;2026-08-18\|565.22\|4.28\|540.00\|568.98\|532.59\|53194;2026-08-19\|491.99\|-12.96\|526.00\|535.00\|473.00\|72601;2026-08-20\|483.66\|-1.69\|491.00\|512.99\|469.84\|57030;2026-08-21\|484.79\|0.23\|478.00\|492.50\|470.99\|47890;2026-08-24\|465.29\|-4.02\|479.99\|492.00\|451.38\|43637;2026-08-25\|448.61\|-3.58\|450.00\|458.87\|431.79\|43182;2026-08-26\|459.75\|2.48\|450.58\|469.00\|440.00\|37335;2026-08-27\|513.50\|11.69\|467.00\|515.00\|453.00\|50852;2026-08-28\|491.95\|-4.20\|508.00\|526.68\|491.87\|46618;2026-08-31\|522.30\|6.17\|489.48\|525.00\|481.00\|58229;2026-09-01\|475.00\|-9.06\|522.00\|533.91\|471.90\|72594;2026-09-02\|483.42\|1.77\|454.95\|494.80\|454.95\|48131;2026-09-03\|480.64\|-0.58\|490.00\|492.88\|460.00\|41744;2026-09-04\|441.58\|-8.13\|492.00\|495.99\|434.18\|73619;2026-09-07\|491.00\|11.19\|463.35\|494.07\|458.03\|69213;2026-09-08\|487.95\|-0.62\|489.57\|506.90\|485.00\|45174;2026-09-09\|474.21\|-2.82\|493.18\|499.01\|471.58\|31741;2026-09-10\|468.80\|-1.14\|470.58\|479.00\|463.80\|27132;2026-09-11\|454.87\|-2.97\|461.00\|465.87\|438.00\|3468752
121054	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	光刻胶+拟调入中证500+存储芯片+化学清洗+北京国资行业原因： 1、黄仁勋周一在CES推出基于BlueField-4 DPU构建的推理上下文内存存储平台，通过这个平台，在每个GPU原有1TB内存的基础上，为每个GPU额外增加了16TB的思考空间。美股闪迪昨晚大涨27%。 2、三星、SK海力士已通知客户Q1 DRAM报价环比再涨60%—70%，TrendForce预计Q4 DDR5同比涨314%，缺货与涨价共振。公司原因： 1、据2025年11月24日机构调研，公司合同负债较年初增近80%，前道化学清洗机前三季度签单已达去年全年数倍，订单饱满。 2、中证指数1月6日公告，中证指数有限公司决定调整中证1000、中证500和中证A500指数样本，于2026年1月9日收市后生效。据名单显示，芯源微调入中证500指数。 3、据2025年8月29日半年报，公司系国内唯一量产前道涂胶显影机厂商，产品覆盖offline至ArF浸没式全系列，技术等级持续提升。 4、据2025年10月29日互动易，公司设备持续获得国内领先存储客户订单，深度绑定头部晶圆厂。 5、据公司披露，北方华创为公司控股股东，最终控制人为北京电子控股有限责任公司，具备北京国资背景。	公司是国内唯一可提供量产型前道涂胶显影机的厂商，其光刻工序涂胶显影设备和单片式湿法设备等产品是半导体芯片制造过程中的关键设备，已成功打破国外厂商垄断，广泛应用于集成电路制造前道晶圆加工及后道先进封装等环节	2026-05-07\|238.09\|2.18\|229.00\|238.09\|222.22\|94020;2026-05-08\|227.97\|-4.25\|232.00\|236.81\|227.68\|69485;2026-05-11\|236.48\|3.73\|231.01\|243.68\|223.01\|128539;2026-05-12\|273.74\|15.76\|238.82\|283.00\|236.50\|141997;2026-05-13\|274.37\|0.23\|265.00\|285.50\|262.80\|110581;2026-05-14\|258.00\|-5.97\|271.31\|278.80\|254.60\|112611;2026-05-15\|276.74\|7.26\|258.00\|297.47\|247.10\|143502;2026-05-18\|286.30\|3.45\|279.94\|294.12\|272.00\|98728;2026-05-19\|294.52\|2.87\|280.36\|300.00\|266.00\|92356;2026-05-20\|307.81\|4.51\|291.58\|313.00\|286.20\|86058;2026-05-21\|285.15\|-7.36\|310.09\|330.00\|280.00\|129009;2026-05-22\|288.74\|1.26\|285.15\|291.50\|275.00\|83681;2026-05-25\|288.75\|0.00\|282.00\|307.50\|270.01\|110933;2026-05-26\|268.37\|-7.06\|286.00\|287.99\|263.00\|107501;2026-05-27\|260.50\|-2.93\|271.60\|280.88\|259.61\|91765;2026-05-28\|263.05\|0.98\|264.53\|266.80\|256.09\|74680;2026-05-29\|245.30\|-6.75\|264.00\|264.90\|242.92\|93878;2026-06-01\|237.32\|-3.25\|250.21\|251.76\|236.01\|76598;2026-06-02\|242.79\|2.30\|242.06\|245.96\|232.99\|65336;2026-06-03\|256.95\|5.83\|245.75\|277.00\|239.00\|104206;2026-06-04\|258.63\|0.65\|250.00\|264.68\|246.08\|89415;2026-06-05\|247.19\|-4.42\|257.28\|258.00\|243.70\|62347;2026-06-08\|230.75\|-6.65\|235.00\|248.38\|228.08\|77242;2026-06-09\|246.00\|6.61\|237.67\|249.90\|234.03\|64753;2026-06-10\|244.12\|-0.76\|244.79\|255.68\|239.86\|67444;2026-06-11\|260.30\|6.63\|244.20\|264.08\|244.20\|96703;2026-06-12\|255.59\|-1.81\|275.99\|282.98\|254.00\|126182;2026-06-15\|267.35\|4.60\|255.58\|269.63\|248.00\|78290;2026-06-16\|272.00\|1.74\|267.35\|277.48\|260.99\|79174;2026-06-17\|287.30\|5.62\|267.59\|288.00\|262.09\|94552;2026-06-18\|293.05\|2.00\|284.58\|299.13\|278.00\|86351;2026-06-22\|288.12\|-1.68\|293.00\|305.00\|276.01\|85458;2026-06-23\|283.77\|-1.51\|282.02\|298.50\|276.20\|82638;2026-06-24\|318.00\|12.06\|280.12\|318.78\|277.92\|93738;2026-06-25\|333.00\|4.72\|318.00\|349.00\|317.27\|90376;2026-06-26\|354.90\|6.58\|330.00\|363.00\|328.00\|106983;2026-06-29\|399.64\|12.61\|360.00\|399.98\|355.60\|110371;2026-06-30\|439.05\|9.86\|396.58\|453.64\|390.00\|97512;2026-07-01\|408.00\|-7.07\|440.00\|459.88\|401.00\|102132;2026-07-02\|360.00\|-11.76\|387.60\|406.99\|353.09\|118732;2026-07-03\|355.12\|-1.36\|357.79\|370.00\|339.24\|99115;2026-07-06\|370.76\|4.40\|361.50\|379.86\|340.00\|91024;2026-07-07\|382.00\|3.03\|360.00\|401.80\|355.85\|76572;2026-07-08\|406.00\|6.28\|389.00\|429.00\|377.00\|84166;2026-07-09\|431.62\|6.31\|412.08\|437.00\|391.50\|87840;2026-07-10\|383.23\|-11.21\|431.11\|441.00\|383.23\|82696;2026-07-13\|378.00\|-1.36\|381.10\|407.00\|372.38\|87720;2026-07-14\|382.50\|1.19\|381.62\|387.98\|357.00\|61378;2026-07-15\|372.86\|-2.52\|390.00\|397.60\|363.50\|72876;2026-07-16\|349.00\|-6.40\|369.70\|376.33\|344.34\|78806;2026-07-17\|310.59\|-11.01\|354.55\|354.98\|305.00\|80267;2026-07-20\|298.75\|-3.81\|320.00\|327.99\|285.21\|80541;2026-07-21\|358.50\|20.00\|304.78\|358.50\|287.17\|100565;2026-07-22\|348.00\|-2.93\|361.20\|372.98\|342.00\|93917;2026-07-23\|331.00\|-4.89\|351.32\|353.88\|327.00\|57497;2026-07-24\|342.00\|3.32\|327.14\|359.95\|322.09\|59409;2026-07-27\|349.30\|2.13\|336.70\|355.00\|323.07\|59131;2026-07-28\|332.44\|-4.83\|355.00\|372.00\|325.08\|99281;2026-07-29\|335.01\|0.77\|327.55\|339.80\|303.29\|85095;2026-07-30\|285.80\|-14.69\|329.89\|334.16\|285.80\|88632;2026-07-31\|293.39\|2.66\|330.00\|338.00\|293.00\|80466;2026-08-03\|261.00\|-11.04\|292.53\|297.50\|255.78\|106778;2026-08-04\|275.73\|5.64\|259.86\|281.78\|251.69\|90157;2026-08-05\|298.97\|8.43\|275.00\|304.05\|273.00\|78486;2026-08-06\|301.98\|1.01\|290.00\|311.98\|283.27\|66331;2026-08-07\|310.87\|2.94\|303.00\|313.73\|296.38\|53486;2026-08-10\|322.20\|3.66\|310.88\|328.99\|309.00\|63381;2026-08-11\|315.15\|-2.19\|318.30\|323.30\|302.03\|55947;2026-08-12\|339.00\|7.57\|317.41\|342.50\|316.01\|62709;2026-08-13\|329.97\|-2.66\|345.00\|349.66\|328.78\|50111;2026-08-14\|336.80\|2.07\|333.40\|341.98\|328.05\|36062;2026-08-17\|346.03\|2.74\|339.00\|348.00\|332.01\|48420;2026-08-18\|356.50\|3.03\|344.00\|358.58\|342.22\|60635;2026-08-19\|344.69\|-3.31\|347.50\|362.55\|337.00\|89178;2026-08-20\|367.59\|6.64\|353.00\|379.00\|344.30\|81407;2026-08-21\|366.50\|-0.30\|363.00\|375.50\|353.23\|50987;2026-08-24\|366.95\|0.12\|369.00\|378.60\|357.04\|44690;2026-08-25\|355.65\|-3.08\|358.00\|366.00\|337.01\|52936;2026-08-26\|372.82\|4.83\|348.12\|376.66\|348.12\|58320;2026-08-27\|375.00\|0.58\|372.00\|377.77\|359.01\|49872;2026-08-28\|367.74\|-1.94\|373.13\|375.00\|360.59\|40166;2026-08-31\|370.00\|0.61\|360.00\|372.98\|352.17\|52675;2026-09-01\|342.00\|-7.57\|367.29\|370.00\|341.88\|51142;2026-09-02\|341.29\|-0.21\|334.90\|350.65\|331.00\|33427;2026-09-03\|327.60\|-4.01\|345.99\|348.66\|324.00\|39919;2026-09-04\|317.89\|-2.96\|332.00\|335.87\|316.00\|43012;2026-09-07\|339.94\|6.94\|324.00\|341.98\|321.45\|37697;2026-09-08\|330.66\|-2.73\|338.03\|343.99\|329.09\|29887;2026-09-09\|327.47\|-0.96\|337.99\|340.66\|326.34\|25552;2026-09-10\|322.98\|-1.37\|326.11\|331.09\|320.37\|23105;2026-09-11\|314.00\|-2.78\|320.00\|320.00\|300.79\|3570947
121053	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	布局先进封装+半导体显示面板+机器人+次新股 1、据2026年7月17日公告，公司拟出资40亿元设立全资子公司，建设12寸混合芯片先进封装及测试项目，一期达产后产能为2000万颗/月。 2、据2026年6月18日招股说明书，公司于2026-06-26日上市，主营业务为半导体显示面板及智能显示终端的研发、制造和销售，2025年公司TV面板单价为554.24元/片，总体保持稳定；IT面板销量为49,811.11万片。 3、据2026年7月15日互动易，公司全资子公司深圳慧智机器人有限公司近期部署产线自动化机器人相关业务，目前主要服务于公司自身产线的自动化升级需求。	公司拟出资40亿元设立全资子公司，建设12寸混合芯片先进封装及测试项目，一期达产后产能为2000万颗/月	2026-06-26\|42.00\|315.02\|31.60\|76.00\|31.50\|2838122;2026-06-29\|34.66\|-17.48\|36.93\|39.60\|33.66\|1720206;2026-06-30\|38.18\|10.16\|35.00\|38.98\|34.87\|1544314;2026-07-01\|46.28\|21.22\|37.60\|48.60\|35.56\|2198232;2026-07-02\|46.82\|1.17\|42.73\|52.00\|42.70\|2128961;2026-07-03\|42.14\|-10.00\|46.00\|46.81\|42.14\|264867;2026-07-06\|38.12\|-9.54\|37.93\|42.81\|37.93\|1519789;2026-07-07\|34.78\|-8.76\|36.55\|37.85\|34.31\|1124273;2026-07-08\|35.53\|2.16\|36.01\|37.68\|34.10\|1087777;2026-07-09\|38.56\|8.53\|36.66\|38.65\|34.93\|1110394;2026-07-10\|37.03\|-3.97\|39.01\|40.96\|37.00\|1178469;2026-07-13\|33.33\|-9.99\|35.49\|36.83\|33.33\|688935;2026-07-14\|30.00\|-9.99\|32.50\|32.50\|30.00\|759675;2026-07-15\|27.07\|-9.77\|29.77\|30.05\|27.00\|1028452;2026-07-16\|25.80\|-4.69\|26.13\|27.06\|25.35\|664911;2026-07-17\|23.51\|-8.88\|25.94\|26.09\|23.25\|618783;2026-07-20\|25.34\|7.78\|24.80\|25.86\|24.22\|888814;2026-07-21\|27.87\|9.98\|24.65\|27.87\|22.81\|1201113;2026-07-22\|26.12\|-6.28\|26.81\|27.96\|25.60\|866578;2026-07-23\|25.79\|-1.26\|25.71\|26.50\|25.31\|475866;2026-07-24\|25.10\|-2.68\|25.17\|25.89\|24.73\|373047;2026-07-27\|26.21\|4.42\|24.88\|26.21\|23.99\|499508;2026-07-28\|24.74\|-5.61\|25.72\|26.13\|24.53\|421434;2026-07-29\|24.22\|-2.10\|24.52\|24.77\|23.39\|383110;2026-07-30\|22.04\|-9.00\|23.82\|24.24\|21.81\|569085;2026-07-31\|22.72\|3.09\|23.00\|23.74\|22.72\|518403;2026-08-03\|22.50\|-0.97\|22.45\|22.97\|22.33\|285671;2026-08-04\|23.07\|2.53\|22.66\|23.20\|22.59\|363138;2026-08-05\|24.01\|4.07\|22.99\|24.45\|22.88\|569727;2026-08-06\|23.87\|-0.58\|23.52\|24.25\|23.52\|399607;2026-08-07\|23.76\|-0.46\|23.79\|24.21\|23.23\|402999;2026-08-10\|23.93\|0.72\|24.00\|24.19\|23.30\|317001;2026-08-11\|24.05\|0.50\|23.77\|25.00\|23.77\|582548;2026-08-12\|23.95\|-0.42\|23.85\|24.15\|23.70\|284635;2026-08-13\|23.88\|-0.29\|24.07\|25.14\|23.86\|570143;2026-08-14\|23.69\|-0.80\|23.73\|24.15\|23.30\|333563;2026-08-17\|25.13\|6.08\|23.69\|26.00\|23.60\|653507;2026-08-18\|25.62\|1.95\|25.17\|26.26\|25.17\|630541;2026-08-19\|23.33\|-8.94\|24.90\|25.00\|23.15\|536194;2026-08-20\|23.03\|-1.29\|23.50\|23.66\|22.90\|340426;2026-08-21\|23.08\|0.22\|22.80\|23.19\|22.37\|215066;2026-08-24\|22.58\|-2.17\|23.00\|23.00\|22.25\|265066;2026-08-25\|22.60\|0.09\|22.35\|22.69\|21.95\|198531;2026-08-26\|22.75\|0.66\|22.67\|22.99\|22.48\|187179;2026-08-27\|23.39\|2.81\|22.75\|23.56\|22.65\|299769;2026-08-28\|22.82\|-2.44\|23.19\|23.35\|22.81\|247796;2026-08-31\|22.60\|-0.96\|22.42\|22.71\|22.30\|189585;2026-09-01\|22.43\|-0.75\|22.61\|22.66\|22.36\|139419;2026-09-02\|21.93\|-2.23\|22.23\|22.25\|21.88\|186474;2026-09-03\|21.91\|-0.09\|22.08\|22.27\|21.82\|144838;2026-09-04\|21.62\|-1.32\|22.05\|22.20\|21.56\|195258;2026-09-07\|21.69\|0.32\|21.65\|21.78\|21.42\|134936;2026-09-08\|21.34\|-1.61\|21.61\|21.61\|21.33\|164926;2026-09-09\|20.86\|-2.25\|21.35\|21.40\|20.56\|276358;2026-09-10\|20.19\|-3.21\|20.66\|20.66\|20.18\|166976;2026-09-11\|19.44\|-3.71\|19.97\|19.97\|19.06\|229773
121052	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体测试设备+可转债募资+通富微电合作行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据2026年5月6日公告，公司拟向不特定对象发行可转换公司债券，募资总额不超过8.5亿元，用于高端智能芯片测试分选设备研发及上海澜博制造中心建设，以应对AI算力、存储芯片等新兴领域的测试分选需求。 2、据2026年6月23日公告，公司拟增加2026年度日常关联交易预计额度，与通富微电子等关联方的关联交易预计总额度增至3.00亿元，其中与通富微电子的额度由1.6亿元增加至3亿元。 3、据2026年5月8日投资者关系活动记录表，公司主营集成电路测试分选机，2026年第一季度实现营业收入2.84亿元，同比增长120.77%，归母净利润0.83亿元，同比增长221.54%，主要受半导体封装测试设备领域需求增长驱动。	公司主营半导体芯片测试设备，深耕集成电路测试分选机领域	2026-05-07\|266.29\|3.21\|258.00\|270.00\|254.08\|30357;2026-05-08\|259.09\|-2.70\|262.01\|266.00\|254.50\|26180;2026-05-11\|284.99\|10.00\|262.47\|285.00\|261.68\|46188;2026-05-12\|313.49\|10.00\|281.19\|313.49\|277.23\|49797;2026-05-13\|323.00\|3.03\|313.22\|330.30\|306.01\|43687;2026-05-14\|306.00\|-5.26\|322.21\|326.36\|304.90\|28138;2026-05-15\|309.79\|1.24\|310.00\|320.00\|283.04\|39618;2026-05-18\|301.62\|-2.64\|301.81\|313.00\|297.00\|37376;2026-05-19\|316.90\|5.07\|305.00\|319.69\|292.50\|37404;2026-05-20\|348.59\|10.00\|314.49\|348.59\|314.49\|33904;2026-05-21\|316.00\|-9.35\|350.00\|366.00\|315.00\|54730;2026-05-22\|315.50\|-0.16\|318.77\|325.00\|311.00\|43087;2026-05-25\|324.91\|2.98\|317.90\|333.98\|311.00\|32499;2026-05-26\|308.69\|-4.99\|320.00\|320.00\|299.00\|34195;2026-05-27\|295.00\|-4.43\|311.59\|316.97\|291.01\|38101;2026-05-28\|300.21\|1.77\|296.82\|304.89\|289.20\|26624;2026-05-29\|295.00\|-1.74\|302.02\|306.66\|291.00\|26192;2026-06-01\|288.14\|-2.33\|288.42\|301.18\|280.78\|24024;2026-06-02\|291.97\|1.33\|288.07\|298.66\|286.21\|20300;2026-06-03\|298.00\|2.07\|295.09\|309.92\|292.06\|30289;2026-06-04\|317.60\|6.58\|293.00\|317.98\|290.12\|34537;2026-06-05\|296.13\|-6.76\|310.02\|313.95\|295.06\|28074;2026-06-08\|286.60\|-3.22\|268.63\|299.01\|268.63\|23997;2026-06-09\|306.16\|6.82\|298.00\|307.70\|291.77\|21487;2026-06-10\|319.00\|4.19\|303.00\|331.88\|301.08\|39502;2026-06-11\|322.06\|0.96\|317.40\|328.88\|312.23\|23996;2026-06-12\|314.18\|-2.45\|333.33\|336.66\|310.49\|26434;2026-06-15\|337.45\|7.41\|318.00\|344.20\|310.51\|29871;2026-06-16\|336.70\|-0.22\|339.50\|344.16\|327.00\|21139;2026-06-17\|340.24\|1.05\|331.00\|348.00\|328.69\|29851;2026-06-18\|350.80\|3.10\|337.06\|363.00\|336.70\|23327;2026-06-22\|339.80\|-3.14\|358.95\|364.80\|328.08\|35651;2026-06-23\|351.90\|3.56\|341.02\|365.98\|335.51\|34261;2026-06-24\|387.09\|10.00\|350.00\|387.09\|350.00\|30901;2026-06-25\|400.05\|3.35\|405.00\|415.00\|391.96\|31584;2026-06-26\|415.05\|3.75\|398.04\|435.28\|392.04\|31778;2026-06-29\|456.56\|10.00\|413.16\|456.56\|410.00\|38900;2026-06-30\|502.22\|10.00\|470.00\|502.22\|456.60\|39255;2026-07-01\|523.00\|4.14\|505.00\|550.00\|488.04\|43137;2026-07-02\|470.70\|-10.00\|485.00\|498.80\|470.70\|28580;2026-07-03\|472.73\|0.43\|452.18\|489.10\|440.00\|41689;2026-07-06\|462.00\|-2.27\|472.73\|491.71\|451.02\|30469;2026-07-07\|448.49\|-2.92\|451.16\|461.50\|428.00\|40496;2026-07-08\|443.22\|-1.18\|448.00\|473.01\|431.29\|31250;2026-07-09\|487.54\|10.00\|449.24\|487.54\|444.44\|34165;2026-07-10\|448.75\|-7.96\|500.00\|509.01\|448.75\|38526;2026-07-13\|410.21\|-8.59\|436.29\|455.00\|407.17\|32887;2026-07-14\|401.95\|-2.01\|408.00\|420.88\|386.00\|43859;2026-07-15\|373.84\|-6.99\|411.99\|418.95\|367.03\|50710;2026-07-16\|338.00\|-9.59\|368.09\|375.88\|337.02\|43817;2026-07-17\|305.25\|-9.69\|343.00\|346.00\|305.00\|46078;2026-07-20\|283.08\|-7.26\|320.51\|327.98\|275.47\|47535;2026-07-21\|311.39\|10.00\|287.58\|311.39\|258.35\|41422;2026-07-22\|314.37\|0.96\|322.00\|335.50\|307.70\|76222;2026-07-23\|298.56\|-5.03\|319.66\|319.66\|293.03\|40603;2026-07-24\|294.60\|-1.33\|292.10\|308.50\|286.03\|36262;2026-07-27\|308.19\|4.61\|300.00\|311.24\|279.02\|42013;2026-07-28\|277.37\|-10.00\|303.70\|311.97\|277.37\|36708;2026-07-29\|270.09\|-2.62\|275.11\|283.00\|252.70\|42365;2026-07-30\|243.98\|-9.67\|265.84\|272.95\|243.08\|43836;2026-07-31\|263.39\|7.96\|264.04\|268.38\|250.00\|55510;2026-08-03\|242.04\|-8.11\|255.10\|261.98\|241.09\|47935;2026-08-04\|266.24\|10.00\|245.68\|266.24\|241.50\|29362;2026-08-05\|292.86\|10.00\|279.55\|292.86\|273.89\|14765;2026-08-06\|307.73\|5.08\|290.00\|314.98\|288.88\|53621;2026-08-07\|316.70\|2.91\|307.58\|321.52\|300.66\|43167;2026-08-10\|319.99\|1.04\|316.70\|328.98\|313.16\|46650;2026-08-11\|319.48\|-0.16\|315.00\|336.36\|314.00\|38190;2026-08-12\|327.76\|2.59\|325.87\|332.66\|317.50\|27415;2026-08-13\|337.98\|3.12\|336.00\|360.00\|336.00\|38289;2026-08-14\|333.22\|-1.41\|342.00\|343.45\|322.07\|36754;2026-08-17\|357.23\|7.21\|333.22\|357.90\|333.22\|48665;2026-08-18\|366.85\|2.69\|358.00\|369.99\|352.00\|40989;2026-08-19\|330.17\|-10.00\|348.55\|356.89\|330.17\|35407;2026-08-20\|353.76\|7.14\|331.00\|356.99\|319.00\|48566;2026-08-21\|365.99\|3.46\|348.03\|371.98\|338.90\|56858;2026-08-24\|347.30\|-5.11\|368.00\|368.68\|333.00\|55592;2026-08-25\|339.57\|-2.23\|335.00\|347.00\|328.01\|38435;2026-08-26\|347.29\|2.27\|339.57\|361.89\|333.00\|43555;2026-08-27\|356.90\|2.77\|344.84\|359.28\|337.66\|40587;2026-08-28\|337.46\|-5.45\|356.89\|362.00\|337.00\|36435;2026-08-31\|342.18\|1.40\|325.00\|343.48\|322.00\|32399;2026-09-01\|332.04\|-2.96\|344.28\|344.88\|323.62\|32592;2026-09-02\|325.00\|-2.12\|323.61\|333.00\|318.65\|28321;2026-09-03\|330.26\|1.62\|330.00\|337.96\|319.10\|30205;2026-09-04\|308.31\|-6.65\|336.87\|336.88\|304.00\|39985;2026-09-07\|322.51\|4.61\|315.00\|324.94\|309.00\|34370;2026-09-08\|318.04\|-1.39\|323.00\|333.37\|316.30\|29914;2026-09-09\|316.20\|-0.58\|319.99\|329.00\|313.55\|21114;2026-09-10\|315.35\|-0.27\|313.21\|321.96\|310.00\|17012;2026-09-11\|303.69\|-3.70\|309.70\|311.99\|292.00\|33353
121051	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	干法刻蚀设备+干法去胶+募投完成+北京国资行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2026年6月18日公告，公司募集资金已按计划使用完毕，全部募投项目已实施完成，募集资金专户已于近日注销。 2、据2026年6月8日互动易，2025年公司干法去胶设备凭借33.7%的市场占有率位居全球第二，确立了国际领先的行业地位。 3、据2026年6月8日互动易，公司新一代先进干法刻蚀设备RENA-E®已通过关键客户量产验证并获得重复量产订单，先进等离子体表面处理设备Escala®已通过多家关键客户技术验证并实现重复量产订单。 4、据2025年7月3日公告，公司最终控制人为北京经济技术开发区财政国资局，具备国资背景。	公司干法去胶设备及快速热处理设备已实现大规模装机，2025年凭借33.7%的市场占有率位居全球第二，累计服务的客户全面覆盖全球前十大芯片制造商和国内行业领先芯片制造商	2026-05-07\|24.39\|1.20\|24.29\|24.53\|24.11\|80910;2026-05-08\|24.39\|0.00\|24.30\|24.64\|23.80\|88084;2026-05-11\|25.52\|4.63\|24.81\|25.87\|24.81\|172534;2026-05-12\|25.65\|0.51\|25.60\|26.12\|25.18\|147883;2026-05-13\|25.95\|1.17\|25.21\|26.15\|24.85\|152551;2026-05-14\|25.31\|-2.47\|26.16\|26.18\|25.20\|120399;2026-05-15\|26.05\|2.92\|25.21\|26.80\|24.75\|224537;2026-05-18\|26.19\|0.54\|25.85\|27.03\|25.80\|222402;2026-05-19\|26.87\|2.60\|25.75\|26.88\|25.37\|185308;2026-05-20\|27.87\|3.72\|26.43\|28.07\|26.43\|311822;2026-05-21\|28.19\|1.15\|27.86\|31.69\|27.65\|548951;2026-05-22\|27.96\|-0.82\|28.25\|28.87\|26.98\|333232;2026-05-25\|29.16\|4.29\|27.80\|29.44\|27.05\|362664;2026-05-26\|27.43\|-5.93\|28.50\|28.69\|26.36\|278469;2026-05-27\|25.82\|-5.87\|27.43\|27.57\|25.70\|212779;2026-05-28\|26.46\|2.48\|25.72\|27.34\|25.46\|182723;2026-05-29\|25.43\|-3.89\|26.80\|27.03\|25.13\|204090;2026-06-01\|24.20\|-4.84\|25.70\|25.70\|24.16\|148018;2026-06-02\|24.19\|-0.04\|24.42\|24.80\|23.93\|115272;2026-06-03\|24.82\|2.60\|24.30\|25.27\|24.14\|144702;2026-06-04\|24.87\|0.20\|24.47\|25.18\|24.30\|107519;2026-06-05\|23.90\|-3.90\|24.50\|24.68\|23.40\|128845;2026-06-08\|22.58\|-5.52\|22.83\|23.48\|22.40\|112952;2026-06-09\|24.44\|8.24\|23.07\|24.50\|22.72\|141675;2026-06-10\|24.47\|0.12\|24.10\|24.84\|24.02\|103989;2026-06-11\|25.18\|2.90\|23.90\|25.79\|23.89\|163526;2026-06-12\|25.68\|1.99\|26.43\|28.19\|25.39\|268351;2026-06-15\|27.18\|5.84\|25.90\|27.37\|25.00\|225625;2026-06-16\|26.71\|-1.73\|26.90\|27.16\|26.50\|162051;2026-06-17\|27.56\|3.18\|26.38\|27.69\|26.30\|209406;2026-06-18\|33.07\|19.99\|28.19\|33.07\|28.18\|762147;2026-06-22\|36.15\|9.31\|33.55\|37.68\|33.00\|650606;2026-06-23\|38.18\|5.62\|35.00\|38.59\|34.41\|444329;2026-06-24\|40.48\|6.02\|37.48\|41.16\|36.00\|413972;2026-06-25\|37.18\|-8.15\|40.48\|41.00\|37.00\|445426;2026-06-26\|36.10\|-2.83\|36.82\|37.20\|35.01\|298666;2026-06-29\|38.09\|5.51\|36.73\|40.95\|35.59\|411751;2026-06-30\|43.00\|12.89\|37.71\|44.30\|37.30\|438451;2026-07-01\|43.12\|0.28\|41.65\|43.97\|39.99\|458150;2026-07-02\|40.29\|-6.56\|40.54\|43.60\|38.60\|371865;2026-07-03\|42.63\|5.81\|39.33\|43.99\|37.11\|535699;2026-07-06\|37.43\|-12.20\|41.70\|41.77\|35.17\|530070;2026-07-07\|36.49\|-2.51\|35.71\|38.30\|35.55\|258143;2026-07-08\|35.04\|-3.97\|35.97\|37.42\|34.02\|648806;2026-07-09\|37.57\|7.22\|36.30\|38.88\|35.62\|1341060;2026-07-10\|36.58\|-2.64\|38.00\|40.44\|36.45\|1150269;2026-07-13\|32.49\|-11.18\|35.05\|36.71\|31.96\|915756;2026-07-14\|35.19\|8.31\|33.00\|37.20\|32.60\|691356;2026-07-15\|33.87\|-3.75\|37.88\|38.10\|33.00\|634961;2026-07-16\|31.89\|-5.85\|32.00\|33.65\|30.61\|479960;2026-07-17\|27.68\|-13.20\|31.01\|32.17\|27.60\|568875;2026-07-20\|24.77\|-10.51\|28.83\|28.84\|23.96\|767979;2026-07-21\|29.72\|19.98\|25.27\|29.72\|23.97\|793695;2026-07-22\|29.41\|-1.04\|30.59\|31.50\|29.00\|824415;2026-07-23\|27.57\|-6.26\|30.00\|30.36\|27.01\|437425;2026-07-24\|28.30\|2.65\|27.01\|28.74\|27.01\|551275;2026-07-27\|28.72\|1.48\|27.53\|29.65\|26.50\|575087;2026-07-28\|25.89\|-9.85\|28.45\|28.54\|25.45\|491712;2026-07-29\|24.78\|-4.29\|25.89\|26.46\|23.20\|593743;2026-07-30\|22.56\|-8.96\|25.00\|25.30\|22.44\|462656;2026-07-31\|23.30\|3.28\|24.93\|25.88\|23.15\|559320;2026-08-03\|21.48\|-7.81\|22.98\|23.19\|21.44\|517591;2026-08-04\|22.99\|7.03\|21.66\|23.29\|21.27\|500746;2026-08-05\|25.18\|9.53\|23.00\|25.72\|22.88\|569659;2026-08-06\|25.89\|2.82\|24.60\|26.80\|24.48\|482006;2026-08-07\|26.66\|2.97\|25.65\|26.93\|25.55\|391042;2026-08-10\|27.51\|3.19\|26.80\|27.59\|26.45\|396253;2026-08-11\|26.81\|-2.54\|27.00\|27.69\|26.23\|358011;2026-08-12\|27.00\|0.71\|27.10\|27.66\|26.60\|293769;2026-08-13\|26.09\|-3.37\|27.31\|27.60\|26.03\|436165;2026-08-14\|26.47\|1.46\|26.33\|26.93\|25.93\|263142;2026-08-17\|27.40\|3.51\|26.26\|27.40\|26.25\|290123;2026-08-18\|27.33\|-0.26\|27.40\|27.77\|26.58\|267391;2026-08-19\|24.60\|-9.99\|26.48\|26.85\|24.35\|410946;2026-08-20\|24.21\|-1.59\|25.05\|25.18\|23.80\|284927;2026-08-21\|24.33\|0.50\|24.01\|24.87\|23.97\|189644;2026-08-24\|23.30\|-4.23\|24.31\|24.50\|22.86\|295612;2026-08-25\|22.89\|-1.76\|22.90\|23.23\|22.03\|274206;2026-08-26\|23.92\|4.50\|22.86\|24.40\|22.51\|375511;2026-08-27\|24.73\|3.39\|23.92\|24.85\|23.55\|277111;2026-08-28\|23.98\|-3.03\|24.58\|25.49\|23.98\|293375;2026-08-31\|24.90\|3.84\|23.90\|25.24\|23.80\|392246;2026-09-01\|23.67\|-4.94\|24.87\|24.93\|23.62\|307612;2026-09-02\|23.00\|-2.83\|23.29\|23.33\|22.90\|198543;2026-09-03\|23.02\|0.09\|23.33\|23.39\|22.75\|170216;2026-09-04\|22.02\|-4.34\|23.33\|23.44\|21.90\|316017;2026-09-07\|22.93\|4.13\|22.31\|23.12\|22.16\|288765;2026-09-08\|22.52\|-1.79\|22.92\|23.13\|22.43\|210561;2026-09-09\|22.34\|-0.80\|22.75\|22.96\|22.20\|211803;2026-09-10\|22.33\|-0.04\|22.15\|22.69\|22.00\|137905;2026-09-11\|21.83\|-2.24\|21.97\|22.01\|21.01\|34301988
121050	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	CPO封装+AMD产业链+存储芯片封测行业原因： 6月2日，美股光通信概念龙头股集体大涨，迈威尔科技（Marvell）大涨超32%，Coherent涨超17%，康宁涨超13%。黄仁勋表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年4月28日机构调研，公司在光电合封CPO领域的技术研发取得阶段性进展，研发产品已通过可靠性测试，已进入量产导入阶段。 2、据2026年6月2日公告，公司始终是AMD最主要的封测供应商，承接其所需多数封测服务，与AMD形成合资+合作模式，深度锁定AMD供应链并占据其封测订单大部分份额。 3、据2026年4月30日公告，公司2026年第一季度营收74.82亿元，同比增长22.80%；归母净利润3.29亿元，同比增长224.55%；据2026年6月2日公告，公司拟募资投向存储芯片封测产能提升等项目，建成后年新增存储芯片封测产能84.96万片。	公司是国内第二、全球第四的封测巨头，掌握多种先进封测技术，为 AMD 等国际巨头及华为海思、寒武纪等国内芯片企业提供封测服务	2026-05-07\|59.08\|3.74\|60.80\|60.80\|57.60\|2517397;2026-05-08\|57.16\|-3.25\|58.31\|58.60\|56.39\|1623790;2026-05-11\|61.22\|7.10\|60.01\|62.23\|59.41\|2015832;2026-05-12\|59.48\|-2.84\|61.22\|61.28\|59.00\|1379593;2026-05-13\|60.86\|2.32\|57.89\|61.00\|56.93\|1497358;2026-05-14\|57.40\|-5.69\|60.93\|61.20\|57.39\|1301482;2026-05-15\|57.02\|-0.66\|58.00\|60.12\|55.24\|1583131;2026-05-18\|58.07\|1.84\|57.60\|60.11\|57.06\|1347766;2026-05-19\|58.86\|1.36\|56.88\|59.16\|55.01\|1382120;2026-05-20\|62.28\|5.81\|58.58\|63.84\|58.55\|1986892;2026-05-21\|61.76\|-0.83\|64.00\|66.88\|61.41\|2396680;2026-05-22\|63.44\|2.72\|61.81\|64.34\|60.13\|2008252;2026-05-25\|69.78\|9.99\|64.27\|69.78\|62.80\|2279397;2026-05-26\|75.39\|8.04\|73.02\|76.76\|69.93\|3391041;2026-05-27\|71.52\|-5.13\|72.97\|78.56\|71.43\|2834964;2026-05-28\|69.30\|-3.00\|69.50\|70.88\|67.60\|1960697;2026-05-29\|66.00\|-4.76\|70.11\|70.90\|64.63\|1939852;2026-06-01\|61.39\|-6.98\|65.00\|66.00\|60.96\|1587863;2026-06-02\|63.84\|3.99\|61.39\|64.69\|59.40\|1629981;2026-06-03\|70.22\|9.99\|67.69\|70.22\|66.18\|1765025;2026-06-04\|71.10\|1.25\|70.01\|72.50\|69.20\|2026092;2026-06-05\|66.84\|-5.99\|70.80\|71.01\|66.37\|1479879;2026-06-08\|62.26\|-6.85\|63.00\|64.58\|61.08\|1215682;2026-06-09\|64.43\|3.49\|63.88\|64.80\|61.76\|1280265;2026-06-10\|61.44\|-4.64\|62.00\|63.67\|60.16\|1119729;2026-06-11\|60.09\|-2.20\|60.99\|61.49\|59.23\|918141;2026-06-12\|57.22\|-4.78\|62.69\|62.96\|57.08\|1455416;2026-06-15\|61.54\|7.55\|58.66\|61.58\|56.68\|1255444;2026-06-16\|62.93\|2.26\|62.41\|63.50\|61.74\|1247424;2026-06-17\|67.22\|6.82\|62.72\|69.00\|62.01\|1794717;2026-06-18\|68.27\|1.56\|66.99\|69.35\|66.39\|1633418;2026-06-22\|71.25\|4.37\|69.70\|72.12\|67.73\|2052169;2026-06-23\|68.42\|-3.97\|70.00\|71.30\|67.08\|1425356;2026-06-24\|74.64\|9.09\|69.01\|74.83\|68.20\|2015970;2026-06-25\|77.81\|4.25\|76.67\|79.38\|74.00\|2102778;2026-06-26\|71.60\|-7.98\|76.00\|77.83\|71.56\|1967446;2026-06-29\|72.58\|1.37\|72.20\|74.94\|67.00\|1699015;2026-06-30\|75.87\|4.53\|71.19\|75.97\|69.80\|1556991;2026-07-01\|73.91\|-2.58\|76.20\|78.58\|72.40\|1580487;2026-07-02\|67.37\|-8.85\|70.00\|71.30\|66.60\|1364813;2026-07-03\|64.80\|-3.81\|67.67\|67.99\|63.88\|1041836;2026-07-06\|66.18\|2.13\|66.65\|68.47\|64.30\|1108191;2026-07-07\|68.21\|3.07\|65.00\|69.80\|64.00\|1260553;2026-07-08\|65.61\|-3.81\|67.70\|68.80\|62.42\|1144668;2026-07-09\|72.17\|10.00\|66.92\|72.17\|65.33\|1632466;2026-07-10\|70.95\|-1.69\|74.00\|77.67\|70.78\|2025277;2026-07-13\|73.57\|3.69\|70.70\|77.66\|70.39\|2138804;2026-07-14\|77.87\|5.84\|71.49\|77.87\|68.40\|2429900;2026-07-15\|78.71\|1.08\|84.10\|84.70\|75.80\|2935399;2026-07-16\|75.95\|-3.51\|70.85\|80.80\|70.84\|2405075;2026-07-17\|68.36\|-9.99\|74.97\|75.94\|68.36\|1980891;2026-07-20\|63.00\|-7.84\|70.02\|72.00\|61.53\|2006377;2026-07-21\|69.30\|10.00\|64.26\|69.30\|57.00\|2092912;2026-07-22\|74.90\|8.08\|71.71\|76.23\|70.88\|2478838;2026-07-23\|69.82\|-6.78\|75.99\|76.78\|69.30\|2057105;2026-07-24\|76.64\|9.77\|68.03\|76.80\|68.03\|2634097;2026-07-27\|76.67\|0.04\|72.88\|76.70\|71.00\|2321116;2026-07-28\|69.00\|-10.00\|72.07\|73.85\|69.00\|1917010;2026-07-29\|62.10\|-10.00\|65.88\|66.50\|62.10\|1981737;2026-07-30\|55.89\|-10.00\|61.07\|61.43\|55.89\|1610228;2026-07-31\|56.73\|1.50\|59.00\|60.48\|56.65\|1827441;2026-08-03\|51.34\|-9.50\|55.06\|55.60\|51.23\|1615123;2026-08-04\|55.60\|8.30\|52.84\|55.93\|51.66\|1426086;2026-08-05\|58.00\|4.32\|54.01\|59.45\|54.01\|1657493;2026-08-06\|60.96\|5.10\|56.01\|62.81\|56.01\|1590682;2026-08-07\|64.72\|6.17\|60.94\|65.78\|59.86\|1627249;2026-08-10\|63.20\|-2.35\|64.73\|64.83\|62.00\|1023891;2026-08-11\|62.06\|-1.80\|62.49\|64.30\|61.80\|866147;2026-08-12\|62.86\|1.29\|62.91\|64.11\|61.82\|724024;2026-08-13\|62.22\|-1.02\|63.82\|64.61\|62.10\|923791;2026-08-14\|62.96\|1.19\|63.02\|63.43\|61.21\|707119;2026-08-17\|69.26\|10.01\|63.41\|69.26\|63.40\|1476243;2026-08-18\|70.66\|2.02\|71.20\|72.56\|69.28\|1837548;2026-08-19\|63.59\|-10.01\|69.00\|69.89\|63.59\|1499212;2026-08-20\|63.15\|-0.69\|63.70\|65.14\|61.45\|1228769;2026-08-21\|63.88\|1.16\|63.82\|65.92\|63.01\|969051;2026-08-24\|61.24\|-4.13\|63.08\|63.58\|59.57\|913474;2026-08-25\|60.90\|-0.56\|60.00\|62.06\|59.33\|635927;2026-08-26\|61.25\|0.57\|61.97\|62.70\|60.39\|624204;2026-08-27\|63.73\|4.05\|61.88\|63.87\|61.14\|865630;2026-08-28\|63.75\|0.03\|63.40\|65.90\|63.24\|917805;2026-08-31\|64.56\|1.27\|61.42\|64.62\|61.40\|789871;2026-09-01\|61.38\|-4.93\|64.59\|64.60\|61.30\|795386;2026-09-02\|59.70\|-2.74\|60.12\|60.79\|59.54\|541340;2026-09-03\|59.53\|-0.28\|60.60\|60.80\|58.85\|455030;2026-09-04\|56.87\|-4.47\|59.97\|60.66\|56.38\|821644;2026-09-07\|59.15\|4.01\|57.88\|59.88\|57.65\|663525;2026-09-08\|58.32\|-1.40\|59.15\|60.04\|57.97\|611965;2026-09-09\|58.35\|0.05\|59.22\|59.80\|57.87\|475746;2026-09-10\|58.34\|-0.02\|57.65\|59.23\|57.51\|414215;2026-09-11\|57.97\|-0.63\|57.01\|58.40\|56.22\|539146
121049	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	GPU+存储芯片+业绩扭亏行业原因： 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7月21日业绩预告，公司预计2026年上半年归母净利润6.4亿元至6.8亿元，同比扭亏为盈；Q2净利润环比增长262%至291%，主要系以SLC NAND Flash为代表的存储业务量价齐升。 2、据2026年7月14日互动易及2026年7月3日投资者关系活动记录表，公司是国内少数可同时提供NAND Flash、NOR Flash、DRAM完整存储方案的厂商，受益于海外原厂退出利基型市场及下游需求复苏，产品价格上行。 3、据2026年7月14日互动易及2026年7月3日投资者关系活动记录表，公司持有砺算科技约35.87%股权，其首款自研GPU芯片的专业卡和消费卡销售正有序推进。	1、参股公司砺算科技发布GPU芯片“7G100”系列和显卡Lisuan eXtreme系列。 2、公司自身是中国大陆少数可以同时提供NAND、NOR、DRAM等存储芯片完整解决方案的公司。	2026-05-07\|155.43\|1.59\|152.62\|160.50\|147.89\|345050;2026-05-08\|154.83\|-0.39\|152.01\|156.90\|151.01\|230108;2026-05-11\|165.30\|6.76\|160.04\|170.70\|156.66\|317705;2026-05-12\|155.06\|-6.19\|161.00\|162.87\|153.77\|267756;2026-05-13\|163.70\|5.57\|151.10\|164.50\|149.01\|269508;2026-05-14\|159.59\|-2.51\|166.20\|167.16\|159.51\|171975;2026-05-15\|156.12\|-2.17\|158.80\|161.98\|153.00\|201256;2026-05-18\|157.78\|1.06\|155.99\|162.25\|154.00\|164156;2026-05-19\|163.10\|3.37\|155.00\|163.25\|153.00\|194247;2026-05-20\|164.75\|1.01\|160.16\|166.58\|158.13\|223931;2026-05-21\|138.70\|-15.81\|153.45\|157.80\|138.01\|469792;2026-05-22\|138.83\|0.09\|141.80\|144.79\|136.00\|276020;2026-05-25\|166.60\|20.00\|142.10\|166.60\|142.10\|322787;2026-05-26\|155.13\|-6.88\|163.61\|165.00\|150.10\|390854;2026-05-27\|148.00\|-4.60\|157.71\|160.42\|147.30\|311893;2026-05-28\|147.80\|-0.14\|146.16\|149.50\|143.57\|191236;2026-05-29\|142.16\|-3.82\|148.96\|149.60\|138.04\|228597;2026-06-01\|125.53\|-11.70\|138.07\|139.55\|125.02\|288714;2026-06-02\|126.50\|0.77\|127.25\|129.38\|124.60\|179158;2026-06-03\|130.17\|2.90\|125.07\|133.79\|125.07\|225019;2026-06-04\|132.01\|1.41\|127.00\|133.98\|127.00\|197580;2026-06-05\|126.00\|-4.55\|128.55\|131.12\|125.30\|165030;2026-06-08\|118.50\|-5.95\|119.71\|122.81\|116.74\|177426;2026-06-09\|127.66\|7.73\|125.49\|135.00\|125.38\|210053;2026-06-10\|127.57\|-0.07\|126.21\|133.00\|125.00\|188628;2026-06-11\|126.98\|-0.46\|126.00\|128.98\|125.20\|161508;2026-06-12\|125.70\|-1.01\|131.99\|132.98\|123.80\|198454;2026-06-15\|134.88\|7.30\|126.00\|135.66\|122.12\|269853;2026-06-16\|140.10\|3.87\|135.00\|142.85\|134.10\|241962;2026-06-17\|152.91\|9.14\|139.91\|153.55\|139.91\|286020;2026-06-18\|154.42\|0.99\|160.00\|162.00\|151.01\|276123;2026-06-22\|159.28\|3.15\|152.80\|162.00\|148.01\|310809;2026-06-23\|161.79\|1.58\|158.00\|165.88\|154.66\|278190;2026-06-24\|171.73\|6.14\|161.00\|172.93\|160.00\|315773;2026-06-25\|179.45\|4.50\|175.40\|186.88\|170.73\|339882;2026-06-26\|190.53\|6.17\|178.88\|200.20\|172.39\|389779;2026-06-29\|193.30\|1.45\|186.00\|194.50\|182.38\|352170;2026-06-30\|203.70\|5.38\|188.44\|207.60\|184.67\|292594;2026-07-01\|193.29\|-5.11\|202.00\|209.55\|191.00\|286353;2026-07-02\|176.10\|-8.89\|182.00\|189.78\|175.01\|287689;2026-07-03\|178.80\|1.53\|175.00\|191.38\|170.34\|245825;2026-07-06\|174.77\|-2.25\|183.42\|183.42\|170.44\|199254;2026-07-07\|169.17\|-3.20\|172.06\|176.84\|166.03\|163953;2026-07-08\|168.80\|-0.22\|171.00\|173.80\|163.00\|177020;2026-07-09\|176.34\|4.47\|173.20\|176.59\|168.10\|198922;2026-07-10\|164.00\|-7.00\|178.11\|180.88\|164.00\|224731;2026-07-13\|154.15\|-6.01\|162.00\|169.88\|152.88\|210020;2026-07-14\|155.96\|1.17\|157.00\|158.79\|145.83\|191911;2026-07-15\|147.33\|-5.53\|159.00\|161.55\|145.00\|183948;2026-07-16\|136.50\|-7.35\|143.83\|147.78\|135.10\|188186;2026-07-17\|116.83\|-14.41\|138.00\|139.50\|116.21\|284392;2026-07-20\|100.38\|-14.08\|121.11\|121.99\|94.46\|378596;2026-07-21\|120.46\|20.00\|109.59\|120.46\|101.11\|395038;2026-07-22\|120.15\|-0.26\|122.40\|130.00\|118.64\|349593;2026-07-23\|113.90\|-5.20\|122.63\|123.04\|112.93\|235455;2026-07-24\|110.15\|-3.29\|112.76\|114.18\|109.50\|161276;2026-07-27\|115.15\|4.54\|110.75\|115.65\|106.50\|176663;2026-07-28\|106.00\|-7.95\|111.72\|114.26\|104.66\|179098;2026-07-29\|107.51\|1.42\|107.00\|108.60\|99.11\|250375;2026-07-30\|101.52\|-5.57\|105.00\|107.30\|99.01\|207022;2026-07-31\|102.15\|0.62\|114.50\|114.58\|101.80\|286516;2026-08-03\|97.10\|-4.94\|99.50\|102.99\|96.28\|197378;2026-08-04\|101.78\|4.82\|98.56\|103.00\|96.10\|198716;2026-08-05\|109.92\|8.00\|102.97\|111.79\|102.00\|234788;2026-08-06\|111.90\|1.80\|105.98\|113.52\|105.92\|214471;2026-08-07\|115.98\|3.65\|111.21\|116.91\|111.20\|212285;2026-08-10\|113.28\|-2.33\|115.60\|116.50\|110.80\|160450;2026-08-11\|112.21\|-0.94\|112.01\|114.77\|110.90\|122428;2026-08-12\|114.69\|2.21\|112.80\|115.45\|111.02\|137885;2026-08-13\|112.50\|-1.91\|116.90\|118.40\|112.19\|156066;2026-08-14\|117.09\|4.08\|115.00\|117.66\|113.88\|167720;2026-08-17\|125.99\|7.60\|118.45\|125.99\|117.20\|209158;2026-08-18\|124.15\|-1.46\|126.00\|128.50\|122.43\|167245;2026-08-19\|114.51\|-7.76\|119.00\|126.00\|113.91\|221737;2026-08-20\|114.32\|-0.17\|116.80\|117.93\|112.90\|144882;2026-08-21\|120.70\|5.58\|114.35\|122.00\|113.28\|203656;2026-08-24\|116.10\|-3.81\|122.51\|123.50\|112.80\|280259;2026-08-25\|113.97\|-1.83\|112.81\|114.93\|110.10\|176689;2026-08-26\|113.40\|-0.50\|114.10\|115.00\|110.67\|141218;2026-08-27\|118.35\|4.37\|114.44\|119.74\|114.00\|185792;2026-08-28\|115.01\|-2.82\|117.01\|118.99\|115.00\|154646;2026-08-31\|119.84\|4.20\|112.00\|120.07\|111.47\|180788;2026-09-01\|118.00\|-1.54\|119.83\|122.22\|117.32\|130951;2026-09-02\|116.40\|-1.36\|116.00\|118.19\|115.80\|125803;2026-09-03\|117.10\|0.60\|117.99\|118.40\|114.00\|137490;2026-09-04\|112.94\|-3.55\|118.32\|119.58\|111.74\|154044;2026-09-07\|116.06\|2.76\|116.00\|116.93\|113.83\|141161;2026-09-08\|116.12\|0.05\|115.60\|119.93\|114.71\|159193;2026-09-09\|114.88\|-1.07\|116.50\|120.44\|114.60\|142913;2026-09-10\|114.26\|-0.54\|114.00\|116.80\|112.88\|98357;2026-09-11\|110.34\|-3.43\|112.00\|112.66\|106.37\|17837256
121048	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体测试设备+存储芯片+中报预增行业原因： 1、半导体板块盘中大幅反弹，板块内近40只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%。 2、亚洲股市今日普遍反弹，韩国综合指数涨超4%，台湾加权指数涨超3%，日经225指数涨超2%。公司原因： 1、据2026年7月5日投资者关系活动记录表，公司全资子公司香港联动拟以1000万美元收购Northstar Technologies Limited 100%股权，标的公司自研ATE平台支持存储EEPROM、NORFLASH和NAND等芯片量产测试，填补公司存储测试业务缺口。 2、据2025年年报及2026年6月4日投资者关系活动记录表，公司主营半导体后道封装测试设备，QT-8400系列测试平台用于IGBT及第三代半导体碳化硅和氮化镓功率器件测试，QT-4000系列为国内功率器件测试能力和功能模块覆盖面最广的供应商之一。 3、据2026年7月7日公告，公司预计2026年上半年归母净利润2100万元至2900万元，同比增长73.39%至139.44%，主要得益于AI、新能源汽车等下游需求强劲，在手订单充裕。	公司主营半导体自动化测试系统、激光打标设备及其他机电一体化设备，携QT-9800EXA大算力AI液冷数字测试机及QT-8400系列亮相SEA SEMICON展会，与海外客户深度洽谈，推进全球化布局	2026-05-07\|183.32\|6.45\|171.39\|185.00\|170.23\|15965;2026-05-08\|215.88\|17.76\|180.18\|219.00\|180.00\|27628;2026-05-11\|221.80\|2.74\|220.21\|227.97\|210.04\|34426;2026-05-12\|234.13\|5.56\|219.13\|238.96\|216.00\|29376;2026-05-13\|249.20\|6.44\|228.99\|253.89\|226.01\|24977;2026-05-14\|244.20\|-2.01\|245.01\|261.99\|229.35\|34698;2026-05-15\|242.55\|-0.68\|239.00\|250.20\|233.33\|24843;2026-05-18\|243.63\|0.45\|238.00\|248.45\|233.51\|21300;2026-05-19\|256.95\|5.47\|245.98\|259.00\|236.56\|19457;2026-05-20\|259.16\|0.86\|254.74\|261.00\|249.00\|13910;2026-05-21\|273.42\|5.50\|266.65\|299.20\|265.02\|31180;2026-05-22\|274.66\|0.45\|270.42\|274.98\|262.36\|24524;2026-05-25\|201.60\|6.51\|193.00\|206.36\|185.10\|31928;2026-05-26\|209.25\|3.79\|199.00\|211.35\|196.99\|31849;2026-05-27\|201.40\|-3.75\|208.49\|211.19\|198.22\|27729;2026-05-28\|194.20\|-3.58\|200.82\|202.85\|187.11\|35063;2026-05-29\|188.40\|-2.99\|193.03\|199.89\|187.00\|27037;2026-06-01\|182.65\|-3.05\|182.88\|192.85\|180.10\|21091;2026-06-02\|180.08\|-1.41\|181.73\|187.00\|177.01\|19008;2026-06-03\|183.11\|1.68\|180.02\|191.00\|179.18\|21724;2026-06-04\|190.17\|3.86\|182.00\|195.50\|181.00\|22745;2026-06-05\|183.04\|-3.75\|186.68\|192.50\|182.55\|20458;2026-06-08\|171.86\|-6.11\|171.23\|178.00\|168.01\|24680;2026-06-09\|181.28\|5.48\|175.00\|181.69\|172.01\|17067;2026-06-10\|179.00\|-1.26\|181.28\|181.28\|174.80\|13625;2026-06-11\|183.49\|2.51\|181.00\|185.58\|176.01\|15577;2026-06-12\|177.80\|-3.10\|186.53\|192.30\|175.60\|18158;2026-06-15\|186.47\|4.88\|178.68\|188.35\|177.01\|19922;2026-06-16\|194.32\|4.21\|186.59\|196.00\|184.10\|21065;2026-06-17\|208.78\|7.44\|191.18\|212.00\|186.03\|32800;2026-06-18\|221.20\|5.95\|210.00\|224.44\|206.29\|37153;2026-06-22\|214.81\|-2.89\|217.08\|219.00\|203.30\|31729;2026-06-23\|213.88\|-0.43\|210.00\|226.43\|207.52\|26953;2026-06-24\|231.50\|8.24\|213.20\|234.01\|206.75\|33677;2026-06-25\|232.59\|0.47\|233.50\|239.50\|225.00\|28364;2026-06-26\|224.53\|-3.47\|232.15\|234.80\|220.00\|23288;2026-06-29\|229.29\|2.12\|226.14\|239.98\|216.05\|30030;2026-06-30\|245.00\|6.85\|230.01\|245.98\|225.32\|30887;2026-07-01\|238.00\|-2.86\|242.18\|260.54\|234.85\|28868;2026-07-02\|223.16\|-6.24\|218.90\|237.98\|218.90\|24643;2026-07-03\|216.50\|-2.98\|223.20\|228.73\|212.44\|20340;2026-07-06\|224.18\|3.55\|229.00\|235.90\|213.00\|26047;2026-07-07\|219.00\|-2.31\|222.00\|225.43\|212.00\|17918;2026-07-08\|235.50\|7.53\|220.01\|253.18\|219.80\|44625;2026-07-09\|241.77\|2.66\|238.08\|244.36\|220.00\|41217;2026-07-10\|221.39\|-8.43\|236.01\|247.99\|221.00\|39027;2026-07-13\|202.43\|-8.56\|218.28\|228.00\|201.05\|31852;2026-07-14\|204.99\|1.26\|202.43\|216.00\|195.30\|29192;2026-07-15\|189.47\|-7.57\|209.97\|214.88\|187.11\|30445;2026-07-16\|174.38\|-7.96\|188.32\|191.86\|171.20\|23745;2026-07-17\|148.00\|-15.13\|175.00\|175.32\|147.08\|32390;2026-07-20\|129.80\|-12.30\|153.11\|156.00\|126.00\|45778;2026-07-21\|155.76\|20.00\|132.13\|155.76\|120.06\|51135;2026-07-22\|146.94\|-5.66\|155.49\|160.00\|144.53\|39327;2026-07-23\|139.41\|-5.12\|147.69\|153.15\|138.01\|23476;2026-07-24\|138.15\|-0.90\|135.90\|142.25\|135.23\|28644;2026-07-27\|140.20\|1.48\|138.17\|141.46\|132.98\|24239;2026-07-28\|132.59\|-5.43\|137.65\|142.58\|131.21\|22133;2026-07-29\|122.46\|-7.64\|132.61\|133.48\|115.76\|31324;2026-07-30\|108.20\|-11.64\|121.63\|122.46\|106.88\|36015;2026-07-31\|112.83\|4.28\|121.47\|121.87\|112.83\|28097;2026-08-03\|109.41\|-3.03\|113.27\|114.26\|107.88\|23653;2026-08-04\|120.20\|9.86\|110.84\|121.46\|109.00\|24425;2026-08-05\|130.39\|8.48\|120.05\|132.88\|117.80\|26476;2026-08-06\|135.24\|3.72\|128.00\|137.32\|125.63\|27165;2026-08-07\|137.86\|1.94\|135.00\|141.00\|131.98\|25592;2026-08-10\|137.20\|-0.48\|138.00\|139.93\|133.25\|24358;2026-08-11\|133.63\|-2.60\|134.91\|137.70\|131.10\|22898;2026-08-12\|144.55\|8.17\|133.58\|146.00\|133.00\|32702;2026-08-13\|142.21\|-1.62\|146.43\|150.97\|141.85\|34158;2026-08-14\|141.98\|-0.16\|143.26\|145.64\|138.90\|24238;2026-08-17\|146.69\|3.32\|143.07\|147.76\|141.98\|24210;2026-08-18\|150.75\|2.77\|145.69\|151.58\|144.42\|27671;2026-08-19\|132.86\|-11.87\|145.43\|147.43\|131.43\|31050;2026-08-20\|134.60\|1.31\|135.03\|136.99\|131.20\|19412;2026-08-21\|134.50\|-0.07\|132.90\|137.56\|130.75\|16298;2026-08-24\|131.09\|-2.54\|131.83\|136.00\|126.20\|20699;2026-08-25\|129.67\|-1.08\|128.02\|131.08\|122.00\|19513;2026-08-26\|129.60\|-0.05\|131.00\|134.28\|125.62\|18924;2026-08-27\|142.77\|10.16\|130.00\|143.87\|130.00\|31252;2026-08-28\|135.75\|-4.92\|142.69\|143.34\|135.75\|24730;2026-08-31\|138.30\|1.88\|132.68\|138.98\|130.82\|18272;2026-09-01\|131.69\|-4.78\|137.60\|139.14\|130.78\|17801;2026-09-02\|128.50\|-2.42\|129.00\|131.65\|126.78\|14491;2026-09-03\|129.08\|0.45\|129.81\|133.38\|127.16\|13896;2026-09-04\|121.95\|-5.52\|130.00\|131.80\|120.50\|17207;2026-09-07\|128.08\|5.03\|123.93\|131.01\|122.93\|22970;2026-09-08\|126.17\|-1.49\|127.43\|130.50\|124.90\|15754;2026-09-09\|126.09\|-0.06\|127.27\|130.50\|125.02\|14806;2026-09-10\|124.90\|-0.94\|125.68\|127.67\|123.13\|12581;2026-09-11\|123.00\|-1.52\|123.30\|124.67\|117.56\|17076
121047	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：MOSFET全球领先厂商，长鑫存储扩产带动功率器件需求提升；涨停缘由：公司为全球前五MOSFET厂商，产品广泛用于电源管理、服务器供电等场景；长鑫存储新建产线需大量电源模块及驱动芯片，公司车规级及工业级MOSFET已通过验证并小批量供货；资金逻辑：6月9日主力资金净流入2.1亿元，位列科创板单日净流入前三，融资余额单周增长18%，机构调研频次较上月提升3倍；风险提示：公司2025年毛利率同比下降5.2个百分点，面临国际大厂价格战压力；脑机接口业务尚处早期，未形成收入贡献	全球领先的MOSFET功率器件厂商；公司董事长与中国科学院半导体所研究员共同设立上海东脑智合，专注侵入式脑机接口研发	2026-05-07\|76.00\|1.47\|74.53\|76.22\|74.00\|39443;2026-05-08\|76.78\|1.03\|75.00\|77.73\|74.27\|47166;2026-05-11\|78.99\|2.88\|78.55\|80.36\|77.88\|69764;2026-05-12\|82.80\|4.82\|78.94\|84.14\|76.75\|92832;2026-05-13\|87.88\|6.14\|81.60\|89.88\|79.88\|103628;2026-05-14\|88.99\|1.26\|90.72\|93.70\|88.00\|102100;2026-05-15\|83.26\|-6.44\|87.94\|91.50\|82.20\|104677;2026-05-18\|83.63\|0.44\|81.20\|84.40\|79.68\|60513;2026-05-19\|86.88\|3.89\|82.72\|87.05\|80.10\|70875;2026-05-20\|85.30\|-1.82\|86.01\|87.90\|84.56\|55332;2026-05-21\|77.70\|-8.91\|86.70\|86.99\|77.70\|80527;2026-05-22\|78.79\|1.40\|79.15\|79.65\|76.68\|52223;2026-05-25\|91.25\|15.81\|77.97\|92.00\|74.92\|150589;2026-05-26\|88.50\|-3.01\|89.88\|90.20\|85.18\|101824;2026-05-27\|93.48\|5.63\|87.62\|98.99\|86.44\|147644;2026-05-28\|102.20\|9.33\|91.75\|105.00\|91.40\|144122;2026-05-29\|93.53\|-8.48\|100.04\|102.20\|90.64\|119421;2026-06-01\|84.44\|-9.72\|91.39\|93.60\|84.01\|91478;2026-06-02\|81.80\|-3.13\|84.69\|85.28\|80.12\|72905;2026-06-03\|88.69\|8.42\|83.98\|92.65\|83.00\|98068;2026-06-04\|88.98\|0.33\|87.71\|90.90\|85.99\|65602;2026-06-05\|80.60\|-9.42\|87.00\|87.00\|80.20\|87615;2026-06-08\|71.42\|-11.39\|73.07\|76.32\|70.30\|81351;2026-06-09\|78.89\|10.46\|73.20\|79.53\|72.43\|77511;2026-06-10\|77.42\|-1.86\|77.11\|80.20\|76.73\|52913;2026-06-11\|80.40\|3.85\|76.80\|83.00\|76.70\|52877;2026-06-12\|75.85\|-5.66\|83.92\|84.24\|75.36\|54300;2026-06-15\|87.80\|15.75\|77.85\|87.85\|76.81\|92152;2026-06-16\|88.00\|0.23\|89.18\|90.82\|86.72\|83438;2026-06-17\|95.50\|8.52\|88.00\|98.40\|87.25\|118945;2026-06-18\|93.70\|-1.88\|93.59\|96.23\|92.72\|85341;2026-06-22\|97.50\|4.06\|97.75\|103.10\|94.81\|121109;2026-06-23\|99.28\|1.83\|97.50\|104.40\|94.00\|104621;2026-06-24\|98.44\|-0.85\|98.29\|101.20\|95.00\|92796;2026-06-25\|98.00\|-0.45\|99.96\|100.02\|93.66\|85364;2026-06-26\|92.50\|-5.61\|96.00\|100.49\|91.63\|78665;2026-06-29\|96.65\|4.49\|97.12\|101.99\|90.00\|107851;2026-06-30\|104.93\|8.57\|99.55\|106.76\|95.99\|133921;2026-07-01\|103.38\|-1.48\|107.15\|114.30\|101.94\|130904;2026-07-02\|92.82\|-10.21\|98.02\|102.23\|92.20\|109356;2026-07-03\|86.01\|-7.34\|93.60\|94.98\|85.28\|97042;2026-07-06\|85.17\|-0.98\|86.98\|89.78\|82.88\|80104;2026-07-07\|99.08\|16.33\|88.39\|102.20\|88.39\|193266;2026-07-08\|92.18\|-6.89\|99.00\|101.39\|90.20\|153232;2026-07-09\|96.10\|4.25\|93.65\|96.20\|88.83\|120456;2026-07-10\|88.01\|-8.42\|96.82\|99.80\|87.50\|128130;2026-07-13\|92.25\|4.82\|87.97\|101.37\|87.57\|148810;2026-07-14\|90.79\|-1.58\|91.00\|94.50\|84.68\|111382;2026-07-15\|80.48\|-11.36\|90.00\|91.38\|79.00\|107055;2026-07-16\|74.01\|-8.04\|78.17\|81.50\|73.37\|73638;2026-07-17\|62.99\|-14.89\|73.96\|74.19\|62.89\|84698;2026-07-20\|59.84\|-5.00\|66.00\|67.09\|58.00\|78655;2026-07-21\|71.81\|20.00\|62.45\|71.81\|55.14\|121498;2026-07-22\|73.81\|2.79\|71.80\|77.29\|71.10\|123099;2026-07-23\|73.45\|-0.49\|74.18\|75.75\|72.60\|61928;2026-07-24\|70.20\|-4.42\|70.84\|73.99\|70.20\|56553;2026-07-27\|71.46\|1.79\|69.80\|71.70\|67.08\|46272;2026-07-28\|66.83\|-6.48\|69.60\|71.85\|66.18\|47810;2026-07-29\|68.35\|2.27\|66.81\|69.00\|62.00\|65191;2026-07-30\|62.60\|-8.41\|66.35\|68.25\|61.00\|59177;2026-07-31\|64.92\|3.71\|69.05\|69.49\|64.50\|65096;2026-08-03\|64.28\|-0.99\|64.00\|66.20\|63.80\|38144;2026-08-04\|67.81\|5.49\|65.00\|68.74\|64.68\|49679;2026-08-05\|70.98\|4.67\|68.99\|72.71\|67.83\|66497;2026-08-06\|71.40\|0.59\|69.50\|72.97\|69.16\|58816;2026-08-07\|73.40\|2.80\|70.56\|73.80\|69.95\|68351;2026-08-10\|71.26\|-2.92\|73.98\|74.38\|70.96\|55982;2026-08-11\|72.22\|1.35\|70.00\|74.18\|69.90\|62431;2026-08-12\|72.25\|0.04\|72.00\|74.16\|71.76\|44245;2026-08-13\|72.27\|0.03\|73.00\|75.14\|72.02\|61074;2026-08-14\|71.35\|-1.27\|72.98\|73.72\|69.51\|63439;2026-08-17\|75.19\|5.38\|71.26\|75.66\|70.50\|73476;2026-08-18\|76.10\|1.21\|75.29\|78.67\|74.21\|80572;2026-08-19\|69.90\|-8.15\|73.48\|77.53\|69.00\|82383;2026-08-20\|73.68\|5.41\|72.00\|76.62\|71.21\|90823;2026-08-21\|74.81\|1.53\|72.66\|77.21\|72.66\|75468;2026-08-24\|71.64\|-4.24\|74.05\|76.55\|69.23\|73023;2026-08-25\|69.73\|-2.67\|68.50\|70.65\|67.01\|52493;2026-08-26\|68.95\|-1.12\|69.79\|70.35\|67.92\|36600;2026-08-27\|74.41\|7.92\|69.50\|74.55\|68.58\|63445;2026-08-28\|72.38\|-2.73\|74.36\|74.97\|72.28\|42597;2026-08-31\|73.02\|0.88\|69.38\|73.02\|69.12\|35096;2026-09-01\|70.05\|-4.07\|72.88\|73.21\|69.89\|37947;2026-09-02\|68.76\|-1.84\|69.00\|69.47\|68.20\|25571;2026-09-03\|68.87\|0.16\|69.49\|70.36\|68.50\|28283;2026-09-04\|66.47\|-3.48\|69.84\|70.48\|66.00\|35167;2026-09-07\|67.93\|2.20\|67.57\|68.46\|66.68\|32140;2026-09-08\|66.91\|-1.50\|67.56\|68.15\|66.30\|27279;2026-09-09\|66.06\|-1.27\|67.00\|68.30\|66.06\|21548;2026-09-10\|65.42\|-0.97\|65.40\|66.15\|64.89\|18031;2026-09-11\|64.85\|-0.87\|64.01\|65.40\|62.03\|2986276
121046	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	TSV先进封装+分拆上市+车规CIS 行业原因：美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月26日互动易，公司专注于集成电路先进封装技术，在晶圆级TSV先进封装技术领域具备显著领先优势，相关技术在3D堆叠、异质集成等领域具有应用前景。 2、据2026年5月19日及6月12日互动易，公司为全球车规CIS晶圆级TSV封装技术的开拓者与领先者，车规CIS封装业务规模呈现快速增长趋势，车载晶圆级微型阵列镜头业务、激光雷达封装业务已实现量产。 3、据2026年6月26日互动易，公司分拆子公司Anteryon在阿姆斯特丹交易所IPO的相关工作正在积极有序推进中；据2026年5月27日公告，Anteryon具备全球领先的微型光学设计、研发与制造等核心能力。	公司称作为全球车规CIS芯片晶圆级TSV封装技术的开发者，拥有显著的技术与量产领先优势，随着车联网、智能汽车、自动驾驶等应用的逐步普及，汽车上摄像头的数量迅速增加，公司在汽车电子领域的业务规模有望持续增长	2026-05-07\|32.41\|2.66\|31.89\|32.68\|31.37\|454404;2026-05-08\|32.07\|-1.05\|32.00\|32.18\|31.39\|371464;2026-05-11\|32.92\|2.65\|32.59\|33.20\|32.35\|639153;2026-05-12\|32.37\|-1.67\|32.92\|33.10\|32.15\|384877;2026-05-13\|33.66\|3.99\|31.91\|33.80\|31.70\|551918;2026-05-14\|32.76\|-2.67\|33.83\|34.07\|32.73\|506394;2026-05-15\|32.94\|0.55\|33.00\|34.28\|32.50\|705039;2026-05-18\|33.03\|0.64\|32.40\|33.49\|32.32\|429907;2026-05-19\|33.45\|1.27\|32.60\|33.53\|31.91\|441856;2026-05-20\|36.80\|10.01\|33.33\|36.80\|33.33\|669192;2026-05-21\|36.08\|-1.96\|40.45\|40.45\|36.06\|1876146;2026-05-22\|39.14\|8.48\|36.10\|39.66\|35.43\|1558009;2026-05-25\|43.05\|9.99\|40.19\|43.05\|39.63\|1070733;2026-05-26\|45.10\|4.76\|46.06\|47.33\|42.49\|2025645;2026-05-27\|43.01\|-4.63\|43.11\|46.54\|41.88\|1588987;2026-05-28\|45.60\|6.02\|41.88\|46.36\|40.99\|1445685;2026-05-29\|41.04\|-10.00\|45.03\|45.10\|41.04\|1139620;2026-06-01\|37.73\|-8.07\|40.64\|41.47\|37.61\|1105396;2026-06-02\|38.63\|2.39\|38.25\|39.13\|37.44\|734288;2026-06-03\|40.53\|4.92\|39.00\|42.38\|39.00\|917894;2026-06-04\|44.58\|9.99\|39.78\|44.58\|39.35\|1117390;2026-06-05\|45.80\|2.74\|44.58\|48.50\|44.00\|1359897;2026-06-08\|45.15\|-1.42\|43.27\|47.83\|43.27\|1072496;2026-06-09\|46.79\|3.63\|45.81\|47.05\|43.58\|1010918;2026-06-10\|44.88\|-4.08\|45.99\|48.40\|44.46\|962353;2026-06-11\|44.11\|-1.72\|44.82\|45.50\|43.00\|762119;2026-06-12\|41.02\|-7.01\|45.10\|45.80\|40.94\|873038;2026-06-15\|43.90\|7.02\|41.40\|44.18\|40.98\|644691;2026-06-16\|44.24\|0.77\|43.91\|45.54\|43.70\|597501;2026-06-17\|46.12\|4.25\|43.59\|46.55\|43.50\|717201;2026-06-18\|45.71\|-0.89\|45.60\|47.54\|45.00\|751808;2026-06-22\|46.53\|1.79\|46.37\|46.86\|44.25\|991689;2026-06-23\|47.30\|1.65\|45.69\|49.10\|44.35\|1153912;2026-06-24\|49.63\|4.93\|45.50\|50.50\|45.31\|1388002;2026-06-25\|50.00\|0.75\|50.65\|52.00\|48.65\|1371306;2026-06-26\|52.31\|4.62\|49.16\|52.77\|48.88\|1233461;2026-06-29\|48.97\|-6.38\|53.20\|55.26\|47.08\|1454506;2026-06-30\|53.87\|10.01\|48.98\|53.87\|47.61\|974588;2026-07-01\|52.65\|-2.26\|54.00\|54.95\|51.35\|1169372;2026-07-02\|47.39\|-9.99\|49.49\|50.70\|47.39\|850271;2026-07-03\|43.38\|-8.46\|46.65\|47.00\|43.25\|880795;2026-07-06\|42.59\|-1.82\|44.11\|44.66\|40.99\|647314;2026-07-07\|43.02\|1.01\|42.10\|44.25\|41.75\|570407;2026-07-08\|41.08\|-4.51\|42.55\|43.60\|39.32\|598201;2026-07-09\|45.19\|10.00\|42.32\|45.19\|41.29\|739121;2026-07-10\|43.97\|-2.70\|46.50\|49.18\|43.97\|1032491;2026-07-13\|41.18\|-6.35\|43.00\|44.88\|41.00\|639893;2026-07-14\|40.36\|-1.99\|41.63\|42.15\|38.17\|669184;2026-07-15\|37.00\|-8.33\|41.16\|41.50\|36.68\|614610;2026-07-16\|34.50\|-6.76\|36.00\|37.24\|34.10\|572585;2026-07-17\|31.05\|-10.00\|34.40\|34.49\|31.05\|608960;2026-07-20\|28.23\|-9.08\|31.81\|32.00\|27.95\|669788;2026-07-21\|31.05\|9.99\|28.70\|31.05\|26.37\|681940;2026-07-22\|31.71\|2.13\|31.10\|33.18\|31.10\|818071;2026-07-23\|30.84\|-2.74\|31.98\|32.10\|30.37\|446508;2026-07-24\|30.76\|-0.26\|30.42\|31.58\|30.01\|449499;2026-07-27\|31.22\|1.50\|30.57\|31.30\|29.31\|460493;2026-07-28\|29.94\|-4.10\|30.50\|32.23\|29.60\|454352;2026-07-29\|29.63\|-1.04\|29.64\|29.96\|27.92\|493954;2026-07-30\|27.81\|-6.14\|28.99\|29.56\|27.55\|448634;2026-07-31\|29.04\|4.42\|29.50\|29.98\|28.74\|560769;2026-08-03\|28.24\|-2.75\|28.53\|29.11\|28.08\|358671;2026-08-04\|30.46\|7.86\|28.55\|30.80\|28.19\|504707;2026-08-05\|31.50\|3.41\|30.00\|31.88\|29.99\|542452;2026-08-06\|32.30\|2.54\|30.90\|33.06\|30.76\|641982;2026-08-07\|33.79\|4.61\|32.00\|34.63\|31.50\|673719;2026-08-10\|33.02\|-2.28\|33.95\|33.95\|32.36\|396069;2026-08-11\|32.77\|-0.76\|32.60\|33.39\|32.51\|286236;2026-08-12\|33.35\|1.77\|32.81\|33.69\|32.73\|291978;2026-08-13\|33.10\|-0.75\|33.95\|34.50\|33.09\|389355;2026-08-14\|33.51\|1.24\|33.50\|33.74\|32.88\|274424;2026-08-17\|35.15\|4.89\|33.53\|35.16\|33.46\|409255;2026-08-18\|34.73\|-1.19\|35.12\|35.64\|34.14\|392781;2026-08-19\|31.96\|-7.98\|33.57\|34.20\|31.77\|486592;2026-08-20\|32.90\|2.94\|32.35\|33.69\|31.70\|386304;2026-08-21\|32.75\|-0.46\|32.85\|33.36\|32.18\|237241;2026-08-24\|31.65\|-3.36\|32.71\|32.81\|30.76\|315100;2026-08-25\|30.33\|-4.17\|30.00\|30.87\|28.98\|477088;2026-08-26\|29.98\|-1.15\|30.25\|30.56\|29.41\|324396;2026-08-27\|30.83\|2.84\|30.23\|31.24\|30.00\|311243;2026-08-28\|30.20\|-2.04\|30.75\|31.36\|30.12\|270558;2026-08-31\|30.92\|2.38\|29.69\|31.05\|29.60\|227765;2026-09-01\|30.06\|-2.78\|30.96\|30.96\|29.93\|217470;2026-09-02\|29.47\|-1.96\|29.71\|29.80\|29.16\|197166;2026-09-03\|29.45\|-0.07\|29.78\|29.89\|28.96\|237433;2026-09-04\|28.90\|-1.87\|29.70\|30.06\|28.70\|264019;2026-09-07\|29.15\|0.87\|29.26\|29.45\|28.60\|237933;2026-09-08\|28.97\|-0.62\|29.29\|29.76\|28.72\|237359;2026-09-09\|30.25\|4.42\|29.31\|30.98\|29.31\|570395;2026-09-10\|29.40\|-2.81\|29.88\|30.19\|29.35\|319461;2026-09-11\|28.79\|-2.07\|28.73\|29.00\|27.88\|295910
121045	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	锆材+氧氯化锆涨价+存储芯片材料 1、据2026年7月7日投资者关系活动记录表，今年氧氯化锆市场整体景气度较高，叠加上游锆英砂原材料市场价格有所上涨，包括公司在内的主要生产商已数次公开上调价格，预计今年后续氧氯化锆价格将保持稳中有升的态势。 2、据2026年5月22日互动易，高纯氧化锆制品具有高绝缘性、高强度及导热特性，可用于HBM、SSD等存储芯片封装的陶瓷载板、散热底座等部件。 3、据2026年5月6日招股说明书，公司系行业知名的锆类产品供应商，氧氯化锆产能规模全球最大。	公司高纯氧化锆制品具有高绝缘性、高强度及导热特性，可用于HBM、SSD等存储芯片封装的陶瓷载板、散热底座等部件	2026-05-11\|91.84\|562.63\|68.75\|110.28\|68.75\|297009;2026-05-12\|88.92\|-3.18\|80.00\|99.00\|76.06\|261928;2026-05-13\|80.88\|-9.04\|83.00\|85.85\|78.01\|176352;2026-05-14\|72.94\|-9.82\|78.02\|82.50\|72.88\|144188;2026-05-15\|76.80\|5.29\|68.80\|78.00\|64.60\|187396;2026-05-18\|73.31\|-4.54\|72.83\|75.60\|69.15\|113758;2026-05-19\|71.84\|-2.01\|73.00\|77.30\|70.40\|95638;2026-05-20\|73.80\|2.73\|69.16\|75.80\|67.00\|113439;2026-05-21\|66.49\|-9.91\|72.50\|74.49\|66.42\|97537;2026-05-22\|63.23\|-4.90\|65.30\|66.66\|62.70\|79311;2026-05-25\|60.37\|-4.52\|62.50\|62.50\|59.20\|70678;2026-05-26\|59.05\|-2.19\|60.90\|60.90\|56.55\|54854;2026-05-27\|58.79\|-0.44\|58.17\|61.14\|57.50\|47226;2026-05-28\|58.01\|-1.33\|59.24\|59.70\|56.68\|44064;2026-05-29\|54.20\|-6.57\|58.90\|59.00\|53.81\|52191;2026-06-01\|59.62\|10.00\|55.00\|59.62\|54.55\|48359;2026-06-02\|58.75\|-1.46\|61.50\|62.50\|57.30\|79310;2026-06-03\|59.34\|1.00\|56.36\|60.29\|56.36\|67080;2026-06-04\|57.31\|-3.42\|58.50\|58.99\|56.03\|50826;2026-06-05\|56.26\|-1.83\|57.08\|57.39\|55.10\|32997;2026-06-08\|51.36\|-8.71\|53.28\|54.88\|50.98\|41452;2026-06-09\|51.00\|-0.70\|51.91\|52.50\|49.80\|33765;2026-06-10\|48.48\|-4.94\|49.98\|50.14\|47.88\|33049;2026-06-11\|50.13\|3.40\|48.05\|50.50\|47.79\|36982;2026-06-12\|51.95\|3.63\|49.80\|52.40\|49.75\|36978;2026-06-15\|57.15\|10.01\|52.50\|57.15\|52.50\|61946;2026-06-16\|62.87\|10.01\|58.65\|62.87\|58.65\|61806;2026-06-17\|61.85\|-1.62\|64.10\|66.25\|61.23\|119997;2026-06-18\|68.04\|10.01\|68.04\|68.04\|68.04\|23531;2026-06-22\|74.84\|9.99\|74.84\|74.84\|74.84\|4990;2026-06-23\|82.32\|9.99\|82.32\|82.32\|79.85\|108316;2026-06-24\|90.55\|10.00\|79.53\|90.55\|79.11\|86627;2026-06-25\|91.87\|1.46\|94.77\|99.61\|88.90\|181172;2026-06-26\|91.73\|-0.15\|92.05\|94.80\|89.00\|103312;2026-06-29\|97.49\|6.28\|95.00\|100.85\|92.00\|116443;2026-06-30\|106.02\|8.75\|94.60\|106.51\|93.60\|111044;2026-07-01\|103.25\|-2.61\|104.93\|111.33\|100.20\|90437;2026-07-02\|100.71\|-2.46\|96.64\|109.53\|93.30\|79573;2026-07-03\|97.81\|-2.88\|97.70\|102.10\|95.45\|49447;2026-07-06\|88.03\|-10.00\|99.88\|104.52\|88.03\|44398;2026-07-07\|79.32\|-9.89\|82.01\|85.84\|79.23\|78585;2026-07-08\|72.98\|-7.99\|85.00\|85.67\|72.50\|66346;2026-07-09\|72.53\|-0.62\|73.38\|74.47\|67.90\|53242;2026-07-10\|68.44\|-5.64\|72.64\|75.97\|68.40\|53163;2026-07-13\|63.80\|-6.78\|67.76\|71.00\|62.07\|39054;2026-07-14\|64.47\|1.05\|63.80\|65.23\|61.52\|31029;2026-07-15\|59.67\|-7.45\|64.99\|65.00\|59.15\|32827;2026-07-16\|65.64\|10.01\|60.41\|65.64\|59.20\|28623;2026-07-17\|59.08\|-9.99\|66.11\|67.16\|59.08\|59558;2026-07-20\|53.17\|-10.00\|57.63\|58.18\|53.17\|50308;2026-07-21\|58.49\|10.01\|56.15\|58.49\|54.68\|54753;2026-07-22\|64.34\|10.00\|64.34\|64.34\|64.34\|18894;2026-07-23\|64.01\|-0.51\|66.00\|69.97\|62.03\|117244;2026-07-24\|59.18\|-7.55\|59.62\|63.18\|57.61\|82549;2026-07-27\|60.82\|2.77\|57.78\|61.35\|57.21\|71765;2026-07-28\|57.10\|-6.12\|58.50\|61.20\|56.30\|51377;2026-07-29\|62.81\|10.00\|57.45\|62.81\|56.48\|58202;2026-07-30\|58.17\|-7.39\|63.20\|64.67\|56.89\|99704;2026-07-31\|58.58\|0.70\|60.82\|63.80\|58.16\|108330;2026-08-03\|55.17\|-5.82\|58.08\|58.08\|55.00\|76282;2026-08-04\|58.19\|5.47\|55.30\|58.62\|53.70\|78503;2026-08-05\|62.63\|7.63\|58.49\|63.33\|58.17\|91041;2026-08-06\|63.51\|1.41\|61.73\|64.87\|61.60\|85806;2026-08-07\|64.25\|1.17\|63.49\|64.89\|61.54\|77650;2026-08-10\|66.33\|3.24\|66.31\|68.12\|63.10\|114668;2026-08-11\|64.67\|-2.50\|64.99\|71.25\|64.52\|120818;2026-08-12\|64.06\|-0.94\|62.50\|65.15\|62.50\|76730;2026-08-13\|62.49\|-2.45\|64.46\|64.68\|62.49\|64420;2026-08-14\|62.62\|0.21\|62.55\|64.99\|61.88\|57366;2026-08-17\|65.65\|4.84\|62.60\|65.85\|61.32\|80759;2026-08-18\|67.90\|3.43\|65.00\|70.00\|64.00\|144963;2026-08-19\|66.96\|-1.38\|66.00\|71.46\|65.96\|130971;2026-08-20\|60.28\|-9.98\|66.30\|66.30\|60.27\|101523;2026-08-21\|59.61\|-1.11\|58.69\|60.20\|57.33\|55488;2026-08-24\|57.09\|-4.23\|60.02\|60.77\|55.71\|57414;2026-08-25\|55.79\|-2.28\|55.90\|56.40\|53.70\|50752;2026-08-26\|55.99\|0.36\|55.80\|56.90\|54.70\|41339;2026-08-27\|58.41\|4.32\|55.79\|58.75\|55.01\|58383;2026-08-28\|57.80\|-1.04\|58.00\|59.30\|57.41\|44693;2026-08-31\|57.39\|-0.71\|56.50\|57.59\|56.11\|32793;2026-09-01\|55.27\|-3.69\|57.38\|57.39\|55.06\|38981;2026-09-02\|54.78\|-0.89\|54.30\|55.12\|53.87\|26715;2026-09-03\|54.09\|-1.26\|55.21\|55.38\|53.81\|25881;2026-09-04\|52.31\|-3.29\|54.84\|54.99\|51.70\|44133;2026-09-07\|53.39\|2.06\|52.37\|53.50\|52.00\|29313;2026-09-08\|53.35\|-0.07\|53.39\|54.35\|52.90\|26840;2026-09-09\|53.81\|0.86\|53.69\|54.86\|53.36\|37229;2026-09-10\|52.26\|-2.88\|53.28\|53.28\|52.08\|28270;2026-09-11\|51.61\|-1.24\|52.01\|52.01\|50.39\|28042
121044	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体设备+碳化硅陶瓷零部件+订单景气行业原因： 1、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年将晶圆产能翻倍的计划仍难以满足需求，同时公司已认证三星、SK海力士和美光的HBM4，强化AI存储高景气预期。 2、6月8日美股存储芯片板块大幅反弹，美光科技涨近10%，费城半导体指数涨5.6%，提振存储板块情绪。公司原因： 1、据2026年4月18日年报，公司为半导体及泛半导体工艺制程领域综合性解决方案提供商，Gas Box产品已成为国内头部供应商，获得新凯来、北方华创等企业批量采用；并收购辽宁汉京半导体，拓展至高纯石英及碳化硅陶瓷零部件领域。 2、据2026年4月21日机构调研，2026年第一季度公司新签订单12亿元，同比增长58.6%，其中半导体订单7.05亿元，同比增长93.6%，半导体业务复苏趋势加强。 3、据2026年4月18日发布的2026年一季报，公司2026年第一季度实现营业收入9.70亿元，同比增长43.35%，下游行业资本开支景气度回升带动收入规模显著增加。	公司完成收购汉京半导体62.23%股权，新增石英、碳化硅陶瓷等半导体设备核心零组件，产品矩阵延伸至高端耗材	2026-05-07\|33.39\|-0.09\|33.56\|33.58\|33.00\|69258;2026-05-08\|33.34\|-0.15\|33.19\|34.10\|32.60\|75839;2026-05-11\|35.30\|5.88\|33.84\|36.05\|33.55\|159804;2026-05-12\|35.96\|1.87\|35.30\|36.60\|34.75\|165031;2026-05-13\|38.46\|6.95\|35.55\|38.65\|35.46\|213649;2026-05-14\|46.15\|19.99\|39.78\|46.15\|37.99\|462706;2026-05-15\|48.00\|4.01\|46.00\|49.78\|45.30\|483891;2026-05-18\|49.10\|2.29\|49.50\|52.45\|47.50\|403547;2026-05-19\|49.50\|0.81\|48.00\|50.43\|47.20\|300206;2026-05-20\|50.21\|1.43\|48.68\|51.97\|48.27\|316119;2026-05-21\|45.41\|-9.56\|50.75\|50.98\|45.38\|377327;2026-05-22\|46.74\|2.93\|46.10\|46.78\|45.00\|246881;2026-05-25\|46.30\|-0.94\|47.04\|47.18\|44.56\|212309;2026-05-26\|43.30\|-6.48\|45.90\|45.90\|42.30\|206316;2026-05-27\|41.24\|-4.54\|43.20\|43.60\|40.86\|147464;2026-05-28\|43.89\|6.43\|41.00\|44.67\|40.50\|200306;2026-05-29\|40.56\|-7.59\|43.86\|44.35\|40.14\|155190;2026-06-01\|38.10\|-6.07\|40.73\|41.02\|37.96\|134244;2026-06-02\|38.47\|0.97\|38.60\|39.36\|37.61\|128023;2026-06-03\|38.11\|-0.94\|38.65\|39.50\|37.32\|138069;2026-06-04\|39.84\|4.54\|37.65\|40.81\|37.38\|167839;2026-06-05\|40.90\|2.66\|39.05\|42.63\|37.84\|257764;2026-06-08\|37.94\|-7.24\|38.88\|40.49\|37.51\|163174;2026-06-09\|45.53\|20.01\|39.03\|45.53\|38.55\|286436;2026-06-10\|45.93\|0.88\|45.00\|47.36\|44.20\|346178;2026-06-11\|47.42\|3.24\|45.93\|48.86\|45.50\|296763;2026-06-12\|46.22\|-2.53\|48.30\|52.06\|45.17\|387504;2026-06-15\|45.11\|-2.40\|45.00\|47.14\|43.72\|251710;2026-06-16\|44.75\|-0.80\|46.96\|47.80\|44.42\|216311;2026-06-17\|46.80\|4.58\|43.96\|47.80\|43.00\|267514;2026-06-18\|46.10\|-1.50\|46.01\|47.60\|45.44\|187799;2026-06-22\|45.13\|-2.10\|46.50\|47.55\|43.88\|205590;2026-06-23\|45.26\|0.29\|44.68\|47.70\|43.38\|194456;2026-06-24\|47.61\|5.19\|44.99\|47.76\|43.50\|212972;2026-06-25\|46.85\|-1.60\|49.33\|49.96\|45.60\|278591;2026-06-26\|56.22\|20.00\|46.00\|56.22\|45.50\|443106;2026-06-29\|65.95\|17.31\|59.04\|67.46\|55.00\|666506;2026-06-30\|79.06\|19.88\|70.61\|79.14\|70.61\|616474;2026-07-01\|83.66\|5.82\|81.30\|88.66\|80.01\|565126;2026-07-02\|79.97\|-4.41\|77.70\|84.00\|75.11\|383842;2026-07-03\|77.41\|-3.20\|78.11\|79.95\|70.01\|376683;2026-07-06\|71.00\|-8.28\|79.36\|79.95\|70.00\|305978;2026-07-07\|78.50\|10.56\|71.00\|83.00\|68.85\|405303;2026-07-08\|75.68\|-3.59\|80.90\|83.05\|71.60\|316999;2026-07-09\|80.33\|6.14\|74.36\|80.67\|71.11\|385318;2026-07-10\|68.03\|-15.31\|80.67\|81.00\|68.03\|423030;2026-07-13\|63.98\|-5.95\|64.20\|71.09\|63.37\|309456;2026-07-14\|63.12\|-1.34\|64.66\|67.84\|61.66\|253334;2026-07-15\|60.63\|-3.94\|65.00\|67.00\|59.10\|228200;2026-07-16\|56.30\|-7.14\|56.73\|60.68\|55.88\|222336;2026-07-17\|48.18\|-14.42\|55.18\|55.99\|47.85\|331451;2026-07-20\|41.84\|-13.16\|50.00\|51.20\|40.11\|338677;2026-07-21\|50.21\|20.00\|43.14\|50.21\|39.00\|439233;2026-07-22\|47.41\|-5.58\|49.19\|51.16\|46.80\|361381;2026-07-23\|44.91\|-5.27\|47.84\|48.35\|44.30\|211828;2026-07-24\|48.38\|7.73\|44.07\|49.97\|43.70\|398770;2026-07-27\|54.55\|12.75\|48.46\|54.79\|46.33\|446330;2026-07-28\|49.17\|-9.86\|50.80\|53.50\|48.95\|312899;2026-07-29\|54.71\|11.27\|49.45\|55.18\|47.77\|450173;2026-07-30\|48.84\|-10.73\|53.74\|53.88\|48.66\|385029;2026-07-31\|49.71\|1.78\|54.00\|56.46\|49.20\|451714;2026-08-03\|43.50\|-12.49\|48.42\|49.01\|40.85\|464107;2026-08-04\|47.85\|10.00\|43.22\|49.39\|41.80\|423280;2026-08-05\|57.42\|20.00\|47.46\|57.42\|47.45\|445524;2026-08-06\|61.00\|6.23\|57.30\|62.59\|57.12\|465064;2026-08-07\|65.98\|8.16\|60.05\|68.00\|60.00\|434257;2026-08-10\|70.50\|6.85\|66.97\|70.50\|66.60\|415324;2026-08-11\|69.98\|-0.74\|69.25\|74.66\|69.25\|338192;2026-08-12\|75.35\|7.67\|71.16\|76.66\|71.16\|295923;2026-08-13\|71.86\|-4.63\|76.55\|77.12\|71.00\|262826;2026-08-14\|72.38\|0.72\|72.47\|75.13\|70.73\|187782;2026-08-17\|72.22\|-0.22\|70.84\|73.62\|70.00\|249569;2026-08-18\|70.95\|-1.76\|72.44\|74.10\|68.20\|291540;2026-08-19\|65.18\|-8.13\|68.26\|70.74\|64.00\|275007;2026-08-20\|66.20\|1.56\|65.71\|68.30\|64.14\|221634;2026-08-21\|66.30\|0.15\|67.33\|69.37\|65.67\|206571;2026-08-24\|71.15\|7.32\|67.00\|71.75\|64.50\|350497;2026-08-25\|70.60\|-0.77\|69.19\|72.10\|64.30\|310197;2026-08-26\|72.80\|3.12\|70.00\|73.90\|68.21\|275190;2026-08-27\|72.40\|-0.55\|71.49\|74.30\|68.30\|315987;2026-08-28\|67.40\|-6.91\|71.00\|74.68\|67.00\|230551;2026-08-31\|67.40\|0.00\|64.90\|68.90\|63.43\|223785;2026-09-01\|66.60\|-1.19\|71.10\|72.50\|63.91\|319276;2026-09-02\|65.75\|-1.28\|65.27\|69.86\|64.18\|219247;2026-09-03\|65.00\|-1.14\|66.33\|66.80\|62.70\|195932;2026-09-04\|60.40\|-7.08\|66.10\|66.35\|59.00\|211478;2026-09-07\|65.72\|8.81\|61.25\|67.20\|60.74\|241759;2026-09-08\|63.50\|-3.38\|66.68\|66.78\|63.26\|146815;2026-09-09\|61.88\|-2.55\|64.01\|65.84\|61.10\|118424;2026-09-10\|61.50\|-0.61\|61.54\|63.50\|60.39\|112648;2026-09-11\|58.06\|-5.59\|60.80\|60.80\|55.62\|17866687
121043	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	存储芯片测试+半导体设备+国产替代+业绩大增行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月25日公告，公司2026年一季度营收13.78亿元，同比增长69.09%，归母净利润3.53亿元，同比增长217.60%，主因销售需求持续增长。 2、据2026年3月10日募集说明书，CP12-Memory探针台用于存储芯片测试，国产化率低、市场空间大，目前处于样机测试阶段，公司继续推进其研发及产业化。 3、据2025年度报告，公司测试机、分选机核心指标国内领先，已获长电科技、华天科技、通富微电等龙头封测厂批量使用，实现部分进口替代。	公司半导体测试设备龙头，存储测试机放量	2026-05-07\|185.80\|5.45\|177.78\|187.59\|173.45\|305113;2026-05-08\|182.01\|-2.04\|180.01\|187.50\|179.47\|219670;2026-05-11\|218.41\|20.00\|186.00\|218.41\|183.98\|470624;2026-05-12\|213.08\|-2.44\|219.99\|220.00\|209.00\|307598;2026-05-13\|228.00\|7.00\|210.12\|228.00\|202.81\|406427;2026-05-14\|208.87\|-8.39\|225.00\|226.24\|208.30\|386715;2026-05-15\|209.50\|0.30\|213.04\|219.31\|194.98\|434012;2026-05-18\|209.17\|-0.16\|211.00\|214.00\|203.31\|289392;2026-05-19\|224.05\|7.11\|208.49\|227.68\|203.15\|389886;2026-05-20\|241.56\|7.82\|229.82\|249.77\|228.07\|381253;2026-05-21\|234.77\|-2.81\|244.00\|258.02\|234.00\|426754;2026-05-22\|236.02\|0.53\|237.71\|241.77\|229.50\|348710;2026-05-25\|248.00\|5.08\|236.00\|258.68\|226.03\|383323;2026-05-26\|235.10\|-5.20\|243.54\|247.93\|229.00\|315271;2026-05-27\|220.20\|-6.34\|234.00\|236.00\|219.16\|343397;2026-05-28\|219.03\|-0.53\|221.40\|223.00\|214.02\|270932;2026-05-29\|210.79\|-3.76\|222.50\|223.60\|207.68\|288253;2026-06-01\|203.64\|-3.39\|209.00\|218.60\|203.23\|265570;2026-06-02\|207.62\|1.95\|205.00\|212.30\|199.73\|232973;2026-06-03\|214.25\|3.19\|208.21\|222.59\|206.00\|316187;2026-06-04\|223.35\|4.30\|214.00\|227.86\|211.00\|273089;2026-06-05\|206.73\|-7.44\|218.36\|218.51\|205.60\|305963;2026-06-08\|200.40\|-3.06\|190.00\|206.00\|190.00\|227561;2026-06-09\|212.73\|6.15\|207.22\|213.99\|203.20\|214971;2026-06-10\|226.74\|6.59\|212.50\|232.85\|210.79\|363042;2026-06-11\|232.84\|2.69\|229.00\|234.27\|225.01\|292254;2026-06-12\|223.12\|-4.17\|247.10\|253.38\|223.12\|375510;2026-06-15\|231.45\|3.73\|230.00\|232.50\|220.18\|233135;2026-06-16\|240.40\|3.87\|231.50\|243.49\|229.50\|238415;2026-06-17\|264.01\|9.82\|236.00\|265.00\|236.00\|313188;2026-06-18\|264.10\|0.03\|263.00\|271.21\|261.56\|220181;2026-06-22\|268.49\|1.66\|267.00\|268.95\|254.72\|246640;2026-06-23\|279.40\|4.06\|269.98\|294.97\|268.78\|455451;2026-06-24\|307.35\|10.00\|275.26\|314.63\|272.68\|405481;2026-06-25\|309.99\|0.86\|310.01\|316.50\|298.90\|324229;2026-06-26\|314.90\|1.58\|311.00\|332.00\|310.95\|351554;2026-06-29\|337.90\|7.30\|318.00\|338.00\|311.03\|356787;2026-06-30\|341.42\|1.04\|331.00\|345.43\|324.00\|280997;2026-07-01\|333.67\|-2.27\|349.91\|363.58\|325.00\|324026;2026-07-02\|301.46\|-9.65\|316.99\|329.99\|297.99\|395247;2026-07-03\|302.71\|0.41\|300.00\|313.21\|286.00\|342750;2026-07-06\|304.00\|0.43\|307.46\|313.50\|289.99\|262994;2026-07-07\|304.33\|0.11\|298.00\|311.88\|295.66\|202767;2026-07-08\|317.22\|4.24\|305.02\|332.18\|287.59\|311328;2026-07-09\|374.00\|17.90\|325.00\|375.18\|310.49\|397850;2026-07-10\|352.31\|-5.80\|379.60\|395.00\|349.18\|387162;2026-07-13\|325.24\|-7.68\|352.13\|358.88\|320.15\|351625;2026-07-14\|335.62\|3.19\|332.00\|341.50\|312.01\|336845;2026-07-15\|304.44\|-9.29\|344.00\|344.02\|303.00\|343575;2026-07-16\|293.13\|-3.71\|303.05\|309.97\|288.00\|254962;2026-07-17\|278.76\|-4.90\|291.89\|297.00\|273.57\|330970;2026-07-20\|265.00\|-4.94\|288.99\|296.66\|253.01\|362408;2026-07-21\|318.00\|20.00\|275.00\|318.00\|259.00\|414817;2026-07-22\|309.05\|-2.81\|313.47\|329.78\|308.00\|375620;2026-07-23\|291.24\|-5.76\|309.28\|313.00\|286.00\|286686;2026-07-24\|303.50\|4.21\|285.42\|310.28\|282.39\|292968;2026-07-27\|304.70\|0.40\|301.88\|312.14\|284.01\|280362;2026-07-28\|276.40\|-9.29\|294.00\|302.29\|274.00\|272718;2026-07-29\|271.00\|-1.95\|279.00\|286.00\|249.00\|341025;2026-07-30\|245.50\|-9.41\|270.01\|278.00\|243.95\|347426;2026-07-31\|259.64\|5.76\|277.62\|283.54\|259.18\|349730;2026-08-03\|227.42\|-12.41\|255.06\|257.98\|226.38\|357913;2026-08-04\|245.82\|8.09\|228.59\|249.98\|224.25\|299847;2026-08-05\|272.00\|10.65\|244.03\|280.00\|243.76\|307070;2026-08-06\|278.53\|2.40\|262.00\|288.96\|261.06\|264965;2026-08-07\|283.21\|1.68\|280.01\|286.47\|271.33\|220530;2026-08-10\|288.08\|1.72\|284.16\|293.88\|278.00\|224927;2026-08-11\|281.04\|-2.44\|283.05\|289.66\|278.88\|169203;2026-08-12\|287.11\|2.16\|285.26\|291.66\|280.00\|151230;2026-08-13\|281.69\|-1.89\|293.00\|301.14\|281.00\|223759;2026-08-14\|283.05\|0.48\|287.01\|290.99\|278.00\|151768;2026-08-17\|302.57\|6.90\|280.51\|303.70\|280.51\|208837;2026-08-18\|301.03\|-0.51\|303.70\|305.18\|293.58\|182246;2026-08-19\|273.00\|-9.31\|289.51\|299.14\|270.00\|268263;2026-08-20\|275.74\|1.00\|277.64\|285.14\|272.00\|149686;2026-08-21\|279.42\|1.33\|274.05\|284.58\|270.02\|128827;2026-08-24\|271.10\|-2.98\|283.01\|285.50\|264.38\|172572;2026-08-25\|263.62\|-2.76\|268.18\|269.14\|253.00\|182369;2026-08-26\|276.20\|4.77\|262.68\|279.50\|261.08\|164374;2026-08-27\|284.80\|3.11\|276.00\|286.00\|274.05\|142213;2026-08-28\|277.11\|-2.70\|283.81\|286.99\|274.58\|153395;2026-08-31\|279.03\|0.69\|272.13\|279.40\|265.38\|134552;2026-09-01\|284.27\|1.88\|281.85\|291.90\|274.19\|280881;2026-09-02\|272.60\|-4.11\|277.00\|280.80\|265.30\|190469;2026-09-03\|269.63\|-1.09\|277.00\|281.88\|265.00\|154038;2026-09-04\|254.23\|-5.71\|272.15\|278.00\|251.01\|201306;2026-09-07\|270.50\|6.40\|259.00\|272.90\|257.08\|172184;2026-09-08\|267.46\|-1.12\|271.50\|275.88\|263.70\|135076;2026-09-09\|263.11\|-1.63\|269.89\|272.50\|261.56\|102423;2026-09-10\|268.50\|2.05\|261.36\|272.89\|258.77\|103634;2026-09-11\|258.22\|-3.83\|264.11\|264.46\|250.00\|161449
121042	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头	2026-05-07\|552.14\|1.25\|555.00\|556.71\|535.00\|97222;2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621;2026-07-27\|770.00\|1.72\|740.30\|778.00\|723.14\|142356;2026-07-28\|715.00\|-7.14\|745.20\|771.99\|710.01\|130860;2026-07-29\|706.39\|-1.20\|715.58\|727.36\|664.02\|157943;2026-07-30\|668.07\|-5.42\|688.08\|711.73\|643.50\|163296;2026-07-31\|687.00\|2.83\|728.00\|728.00\|686.35\|138743;2026-08-03\|641.30\|-6.65\|685.00\|689.55\|636.45\|131412;2026-08-04\|687.00\|7.13\|640.00\|698.00\|632.01\|145006;2026-08-05\|734.20\|6.87\|695.00\|745.10\|679.00\|137719;2026-08-06\|742.50\|1.13\|717.50\|764.68\|709.00\|107590;2026-08-07\|751.99\|1.28\|740.50\|762.43\|736.92\|85360;2026-08-10\|760.00\|1.07\|752.04\|778.00\|744.66\|87286;2026-08-11\|746.10\|-1.83\|753.03\|767.74\|742.55\|67209;2026-08-12\|760.00\|1.86\|752.00\|767.99\|746.95\|64962;2026-08-13\|738.60\|-2.82\|768.37\|773.40\|738.00\|82142;2026-08-14\|738.66\|0.01\|743.84\|746.60\|728.00\|67210;2026-08-17\|765.97\|3.70\|738.50\|766.32\|732.23\|78452;2026-08-18\|777.00\|1.44\|770.00\|785.90\|757.25\|81666;2026-08-19\|712.95\|-8.24\|753.88\|757.00\|708.11\|108919;2026-08-20\|712.55\|-0.06\|726.01\|739.15\|704.25\|79373;2026-08-21\|714.43\|0.26\|712.00\|725.68\|709.00\|57984;2026-08-24\|707.90\|-0.91\|714.00\|725.80\|695.87\|77787;2026-08-25\|700.40\|-1.06\|707.50\|707.50\|676.66\|75217;2026-08-26\|700.70\|0.04\|671.30\|717.88\|669.01\|97963;2026-08-27\|718.00\|2.47\|700.80\|720.00\|693.70\|61554;2026-08-28\|697.51\|-2.85\|717.00\|724.51\|697.00\|56463;2026-08-31\|699.79\|0.33\|683.56\|699.79\|672.18\|67290;2026-09-01\|667.70\|-4.59\|692.00\|698.00\|664.44\|75448;2026-09-02\|667.00\|-0.10\|660.00\|671.53\|650.20\|59030;2026-09-03\|655.84\|-1.67\|669.90\|672.99\|649.01\|55641;2026-09-04\|638.17\|-2.69\|665.00\|666.98\|633.27\|67659;2026-09-07\|660.65\|3.52\|652.21\|667.86\|652.02\|80581;2026-09-08\|647.87\|-1.93\|660.60\|664.13\|643.90\|58108;2026-09-09\|646.40\|-0.23\|655.00\|655.60\|641.99\|38015;2026-09-10\|638.64\|-1.20\|645.88\|647.50\|635.87\|38943;2026-09-11\|633.02\|-0.88\|628.08\|636.83\|613.84\|65069
121041	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：HBM供应链核心标的爆发；涨停缘由：向SK海力士、三星电子供应逻辑芯片，海力士占全球HBM市场80%份额，直接受益存储扩产与AI算力升级；资金逻辑：机构密集调研叠加早盘暴力拉升封板，成交额达19.05亿元；风险提示：客户集中度高，HBM技术迭代加速带来替代压力	1、公司子公司成都科美特专注于含氟类特种气体的研产销，主要产品为六氟化硫和四氟化碳，目前为合肥长鑫供应含氟类特种气体； 2、公司向SK海力士、三星电子等提供逻辑芯片，海力士占全球HBM市场80%份额	2026-05-07\|92.08\|2.07\|91.13\|92.36\|89.83\|143758;2026-05-08\|88.86\|-3.50\|90.52\|90.98\|88.22\|130911;2026-05-11\|94.55\|6.40\|92.78\|97.00\|92.33\|268927;2026-05-12\|93.86\|-0.73\|96.00\|96.53\|92.57\|160399;2026-05-13\|103.25\|10.00\|91.99\|103.25\|91.35\|236592;2026-05-14\|106.90\|3.54\|107.00\|109.99\|104.50\|408573;2026-05-15\|107.46\|0.52\|108.97\|114.80\|106.14\|382605;2026-05-18\|114.19\|6.26\|117.14\|118.21\|113.01\|392406;2026-05-19\|115.96\|1.55\|112.97\|115.96\|107.44\|405614;2026-05-20\|120.56\|3.97\|116.13\|122.98\|116.00\|383040;2026-05-21\|113.90\|-5.52\|122.73\|125.00\|113.63\|425462;2026-05-22\|116.50\|2.28\|114.75\|118.18\|110.32\|345053;2026-05-25\|128.15\|10.00\|119.33\|128.15\|115.55\|393215;2026-05-26\|123.21\|-3.85\|125.54\|126.19\|119.60\|396234;2026-05-27\|118.41\|-3.90\|125.00\|127.48\|117.30\|306556;2026-05-28\|115.36\|-2.58\|114.82\|116.90\|110.94\|280206;2026-05-29\|107.67\|-6.67\|115.84\|117.60\|106.23\|301604;2026-06-01\|104.99\|-2.21\|108.00\|110.80\|104.59\|214901;2026-06-02\|109.63\|4.42\|104.87\|112.00\|103.40\|255249;2026-06-03\|113.80\|3.80\|110.19\|116.00\|110.10\|244695;2026-06-04\|117.78\|3.50\|111.50\|120.00\|111.48\|274044;2026-06-05\|115.00\|-2.36\|113.74\|119.09\|111.41\|258014;2026-06-08\|105.62\|-8.16\|107.66\|110.00\|104.70\|237896;2026-06-09\|111.41\|5.48\|108.79\|111.50\|105.81\|210295;2026-06-10\|122.55\|10.00\|107.95\|122.55\|107.10\|334547;2026-06-11\|134.81\|10.00\|126.22\|134.81\|124.00\|576461;2026-06-12\|132.99\|-1.35\|140.01\|144.50\|131.81\|663193;2026-06-15\|138.83\|4.39\|133.32\|138.88\|128.00\|406589;2026-06-16\|137.76\|-0.77\|137.45\|143.60\|135.05\|366139;2026-06-17\|147.92\|7.38\|137.00\|149.22\|136.00\|374932;2026-06-18\|150.16\|1.51\|146.44\|151.60\|143.85\|317760;2026-06-22\|165.18\|10.00\|152.86\|165.18\|152.86\|347296;2026-06-23\|157.32\|-4.76\|160.03\|167.80\|155.20\|351117;2026-06-24\|173.05\|10.00\|155.00\|173.05\|155.00\|325014;2026-06-25\|181.03\|4.61\|184.00\|186.50\|172.00\|407547;2026-06-26\|188.60\|4.18\|180.00\|195.20\|178.20\|355978;2026-06-29\|207.46\|10.00\|199.13\|207.46\|191.18\|416677;2026-06-30\|224.50\|8.21\|216.24\|228.10\|207.47\|447219;2026-07-01\|236.09\|5.16\|220.00\|246.44\|218.00\|449673;2026-07-02\|212.48\|-10.00\|216.00\|225.88\|212.48\|424821;2026-07-03\|199.50\|-6.11\|205.73\|209.99\|195.88\|463281;2026-07-06\|186.45\|-6.54\|203.25\|205.00\|181.00\|410305;2026-07-07\|185.82\|-0.34\|184.17\|193.33\|181.00\|290456;2026-07-08\|190.00\|2.25\|189.00\|196.52\|175.11\|339107;2026-07-09\|209.00\|10.00\|196.52\|209.00\|194.97\|335414;2026-07-10\|207.17\|-0.88\|220.00\|229.00\|207.00\|455959;2026-07-13\|189.02\|-8.76\|205.01\|209.31\|186.83\|344460;2026-07-14\|187.49\|-0.81\|192.80\|193.50\|174.58\|352871;2026-07-15\|171.30\|-8.64\|190.52\|194.88\|170.05\|304103;2026-07-16\|156.00\|-8.93\|167.44\|169.65\|154.17\|329345;2026-07-17\|145.00\|-7.05\|158.24\|160.77\|144.00\|366828;2026-07-20\|130.50\|-10.00\|149.11\|150.00\|130.50\|261485;2026-07-21\|143.55\|10.00\|132.00\|143.55\|117.45\|456994;2026-07-22\|149.86\|4.40\|146.42\|157.91\|146.40\|492182;2026-07-23\|149.07\|-0.53\|151.98\|154.36\|144.31\|333068;2026-07-24\|153.95\|3.27\|146.50\|158.75\|145.00\|417189;2026-07-27\|169.35\|10.00\|154.20\|169.35\|153.00\|524016;2026-07-28\|166.43\|-1.72\|163.70\|175.30\|159.00\|581710;2026-07-29\|152.18\|-8.56\|160.00\|162.80\|149.79\|516848;2026-07-30\|136.96\|-10.00\|147.99\|149.96\|136.96\|388356;2026-07-31\|133.80\|-2.31\|150.00\|150.00\|133.01\|481449;2026-08-03\|120.91\|-9.63\|130.00\|131.66\|120.42\|384574;2026-08-04\|129.48\|7.09\|122.01\|130.64\|118.94\|401298;2026-08-05\|140.62\|8.60\|128.00\|142.43\|128.00\|427991;2026-08-06\|145.01\|3.12\|135.03\|148.17\|135.02\|386812;2026-08-07\|148.78\|2.60\|145.01\|150.95\|142.51\|316285;2026-08-10\|155.24\|4.34\|152.00\|155.55\|146.30\|351494;2026-08-11\|150.29\|-3.19\|151.41\|156.30\|148.02\|289600;2026-08-12\|155.19\|3.26\|153.50\|158.66\|152.00\|283434;2026-08-13\|149.50\|-3.67\|158.10\|158.60\|149.38\|324574;2026-08-14\|151.22\|1.15\|152.01\|153.50\|147.17\|226483;2026-08-17\|159.01\|5.15\|151.16\|159.44\|149.88\|290225;2026-08-18\|158.86\|-0.09\|160.95\|163.19\|155.50\|271968;2026-08-19\|142.97\|-10.00\|147.04\|152.99\|142.97\|271395;2026-08-20\|138.38\|-3.21\|140.41\|143.45\|136.61\|249985;2026-08-21\|138.50\|0.09\|137.89\|140.88\|135.46\|190766;2026-08-24\|140.59\|1.51\|139.30\|144.01\|136.60\|241750;2026-08-25\|137.19\|-2.42\|135.20\|139.50\|130.18\|217640;2026-08-26\|135.23\|-1.43\|137.60\|137.74\|132.00\|182359;2026-08-27\|143.91\|6.42\|137.03\|144.00\|136.15\|198869;2026-08-28\|142.06\|-1.29\|144.41\|148.30\|141.91\|173369;2026-08-31\|142.37\|0.22\|139.18\|143.54\|136.16\|185612;2026-09-01\|134.23\|-5.72\|143.88\|144.58\|134.00\|180211;2026-09-02\|130.84\|-2.53\|131.32\|133.22\|129.64\|127754;2026-09-03\|131.60\|0.58\|133.21\|133.96\|129.86\|104163;2026-09-04\|126.62\|-3.78\|132.43\|132.99\|125.27\|142510;2026-09-07\|131.00\|3.46\|128.72\|131.99\|128.00\|137498;2026-09-08\|132.12\|0.85\|133.30\|137.33\|130.04\|218402;2026-09-09\|131.52\|-0.45\|132.51\|134.55\|130.50\|137661;2026-09-10\|133.48\|1.49\|131.24\|136.90\|129.00\|197423;2026-09-11\|129.97\|-2.63\|130.00\|131.33\|125.30\|174419
121040	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市		公司产品包括静电卡盘基体、多管式加热反射罩、气体分布盘等高端半导体设备金属零部件	2026-07-10\|216.70\|858.85\|203.40\|264.42\|203.40\|250812;2026-07-13\|221.80\|2.35\|220.00\|235.99\|206.98\|168754;2026-07-14\|179.03\|-19.28\|210.00\|213.00\|163.13\|180088;2026-07-15\|139.66\|-21.99\|176.99\|176.99\|138.02\|164750;2026-07-16\|140.00\|0.24\|125.99\|143.79\|125.60\|130741;2026-07-17\|136.00\|-2.86\|135.00\|153.60\|128.55\|150139;2026-07-20\|110.22\|-18.96\|144.02\|146.88\|108.89\|143029;2026-07-21\|132.26\|20.00\|108.97\|132.26\|102.56\|122222;2026-07-22\|158.71\|20.00\|153.17\|158.71\|146.06\|166478;2026-07-23\|145.00\|-8.64\|153.00\|164.97\|143.88\|171786;2026-07-24\|174.00\|20.00\|143.46\|174.00\|143.46\|135130;2026-07-27\|175.00\|0.57\|156.19\|177.68\|156.00\|142866;2026-07-28\|175.10\|0.06\|166.70\|189.50\|157.50\|166884;2026-07-29\|193.82\|10.69\|169.80\|208.08\|169.80\|178054;2026-07-30\|158.07\|-18.44\|190.00\|194.00\|155.06\|171030;2026-07-31\|149.60\|-5.36\|174.00\|178.07\|146.60\|173466;2026-08-03\|154.80\|3.48\|148.97\|157.60\|144.70\|129213;2026-08-04\|153.94\|-0.56\|150.80\|158.97\|140.20\|139967;2026-08-05\|158.22\|2.78\|145.88\|167.50\|145.00\|153017;2026-08-06\|150.39\|-4.95\|150.00\|155.70\|147.00\|114517;2026-08-07\|148.80\|-1.06\|147.17\|153.00\|146.60\|107007;2026-08-10\|163.28\|9.73\|145.86\|168.89\|142.60\|149862;2026-08-11\|166.31\|1.86\|159.00\|173.99\|158.99\|142361;2026-08-12\|164.00\|-1.39\|164.53\|169.80\|160.60\|115417;2026-08-13\|155.10\|-5.43\|166.35\|167.78\|155.00\|107615;2026-08-14\|161.85\|4.35\|157.20\|169.76\|157.20\|110988;2026-08-17\|160.32\|-0.95\|158.89\|161.00\|152.15\|107233;2026-08-18\|161.12\|0.50\|158.00\|167.66\|158.00\|100059;2026-08-19\|137.50\|-14.66\|152.00\|152.48\|135.00\|104724;2026-08-20\|130.86\|-4.83\|138.88\|139.14\|128.78\|66241;2026-08-21\|130.11\|-0.57\|129.04\|135.96\|128.00\|56953;2026-08-24\|124.70\|-4.16\|128.81\|128.81\|121.22\|58981;2026-08-25\|123.07\|-1.31\|122.41\|125.70\|120.13\|40987;2026-08-26\|126.62\|2.88\|123.08\|130.66\|122.20\|69527;2026-08-27\|131.05\|3.50\|123.80\|133.00\|123.14\|80663;2026-08-28\|125.00\|-4.62\|128.00\|129.99\|125.00\|58029;2026-08-31\|123.88\|-0.90\|121.50\|124.50\|120.43\|44924;2026-09-01\|120.74\|-2.53\|123.01\|123.34\|119.70\|35977;2026-09-02\|118.64\|-1.74\|118.01\|119.89\|118.01\|27109;2026-09-03\|116.51\|-1.80\|120.00\|120.10\|115.38\|33730;2026-09-04\|115.66\|-0.73\|117.80\|119.68\|114.70\|31695;2026-09-07\|119.20\|3.06\|117.79\|119.97\|117.01\|35432;2026-09-08\|116.25\|-2.47\|119.02\|121.08\|115.20\|35210;2026-09-09\|113.28\|-2.55\|117.00\|117.50\|112.49\|30406;2026-09-10\|113.99\|0.63\|113.68\|117.30\|111.89\|31857;2026-09-11\|110.48\|-3.08\|111.50\|113.60\|106.91\|36017
121039	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司拟增资控股先导微电子	2026-05-07\|28.22\|2.32\|27.68\|28.64\|27.66\|550129;2026-05-08\|28.63\|1.45\|27.85\|29.23\|27.66\|508217;2026-05-11\|29.41\|2.72\|28.99\|29.97\|28.60\|782342;2026-05-12\|29.66\|0.85\|29.12\|29.97\|27.56\|717947;2026-05-13\|29.20\|-1.55\|29.05\|30.00\|28.68\|523560;2026-05-14\|30.63\|4.90\|29.20\|31.60\|28.75\|760426;2026-05-15\|28.88\|-5.71\|30.88\|31.80\|28.30\|881249;2026-05-18\|31.04\|7.48\|29.50\|31.75\|29.40\|862048;2026-05-19\|29.23\|-5.83\|30.45\|30.82\|28.30\|774925;2026-05-20\|29.20\|-0.10\|28.98\|29.95\|28.10\|608838;2026-05-21\|26.66\|-8.70\|29.49\|29.50\|26.40\|910369;2026-05-22\|27.93\|4.76\|26.80\|28.30\|26.80\|642267;2026-05-25\|28.56\|2.26\|27.97\|29.06\|26.68\|759126;2026-05-26\|27.75\|-2.84\|28.05\|28.23\|27.03\|481487;2026-05-27\|26.79\|-3.46\|27.80\|28.36\|26.72\|410201;2026-05-28\|28.00\|4.52\|26.80\|28.34\|26.30\|493173;2026-05-29\|26.90\|-3.93\|28.40\|28.56\|26.71\|425432;2026-06-01\|26.05\|-3.16\|27.00\|27.30\|26.00\|379346;2026-06-02\|25.65\|-1.54\|26.49\|26.49\|25.47\|269563;2026-06-03\|27.04\|5.42\|25.51\|27.79\|25.44\|442250;2026-06-04\|26.72\|-1.18\|26.83\|27.32\|26.38\|287566;2026-06-05\|25.70\|-3.82\|26.46\|26.61\|25.57\|413809;2026-06-08\|24.57\|-4.40\|24.30\|25.78\|24.21\|388204;2026-06-09\|27.03\|10.01\|24.90\|27.03\|24.88\|550058;2026-06-10\|27.53\|1.85\|26.90\|28.90\|26.70\|634124;2026-06-11\|28.91\|5.01\|28.10\|30.28\|27.53\|1087380;2026-06-12\|28.48\|-1.49\|29.41\|29.90\|28.27\|814297;2026-06-15\|31.05\|9.02\|28.55\|31.33\|28.11\|931405;2026-06-16\|32.94\|6.09\|30.65\|33.02\|30.65\|823381;2026-06-17\|33.00\|0.18\|32.36\|33.51\|32.15\|713838;2026-06-18\|33.45\|1.36\|32.90\|35.28\|32.81\|738061;2026-06-22\|36.01\|7.65\|34.90\|36.08\|34.20\|988929;2026-06-23\|36.08\|0.19\|36.90\|38.30\|35.30\|952542;2026-06-24\|37.76\|4.66\|35.41\|38.45\|35.30\|915467;2026-06-25\|37.20\|-1.48\|38.00\|39.08\|36.43\|949712;2026-06-26\|38.26\|2.85\|37.00\|39.36\|36.62\|909678;2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|39.38\|-7.78\|41.10\|43.30\|38.84\|828338;2026-07-14\|40.14\|1.93\|40.00\|40.97\|38.38\|666790;2026-07-15\|39.70\|-1.10\|40.60\|41.55\|38.50\|638040;2026-07-16\|35.73\|-10.00\|38.00\|39.18\|35.73\|692618;2026-07-17\|32.16\|-9.99\|34.27\|35.60\|32.16\|881113;2026-07-20\|28.94\|-10.01\|32.98\|32.98\|28.94\|622215;2026-07-21\|31.83\|9.99\|28.30\|31.83\|26.05\|1219735;2026-07-22\|31.31\|-1.63\|31.00\|33.15\|30.86\|740050;2026-07-23\|29.93\|-4.41\|31.94\|31.95\|29.52\|549826;2026-07-24\|30.52\|1.97\|29.93\|32.11\|28.98\|648817;2026-07-27\|30.52\|0.00\|30.53\|31.43\|28.90\|617247;2026-07-28\|28.73\|-5.87\|30.00\|31.36\|28.31\|567160;2026-07-29\|27.55\|-4.11\|28.57\|28.97\|25.89\|764049;2026-07-30\|24.80\|-9.98\|27.50\|27.65\|24.80\|592159;2026-07-31\|26.01\|4.88\|26.80\|27.28\|25.73\|883573;2026-08-03\|23.41\|-10.00\|25.30\|25.55\|23.41\|814995;2026-08-04\|24.41\|4.27\|23.00\|24.68\|22.35\|939320;2026-08-05\|26.58\|8.89\|24.50\|26.85\|24.26\|940643;2026-08-06\|28.44\|7.00\|26.20\|28.48\|26.01\|913013;2026-08-07\|31.28\|9.99\|28.44\|31.28\|28.10\|798330;2026-08-10\|34.41\|10.01\|33.40\|34.41\|33.00\|290152;2026-08-11\|32.47\|-5.64\|33.73\|35.80\|32.09\|1504645;2026-08-12\|35.72\|10.01\|32.52\|35.72\|31.91\|751006;2026-08-13\|34.02\|-4.76\|37.78\|38.00\|34.00\|1221929;2026-08-14\|34.20\|0.53\|34.89\|35.20\|33.47\|782079;2026-08-17\|36.06\|5.44\|34.56\|36.06\|34.56\|855487;2026-08-18\|35.80\|-0.72\|36.78\|37.18\|35.03\|814212;2026-08-19\|33.15\|-7.40\|33.95\|36.65\|32.81\|885395;2026-08-20\|32.84\|-0.94\|33.97\|33.97\|32.35\|547360;2026-08-21\|32.55\|-0.88\|32.84\|33.96\|32.10\|543280;2026-08-24\|32.17\|-1.17\|32.44\|32.77\|31.13\|630501;2026-08-25\|31.46\|-2.21\|31.21\|31.88\|29.70\|591107;2026-08-26\|30.91\|-1.75\|31.36\|31.88\|30.36\|413450;2026-08-27\|34.00\|10.00\|31.05\|34.00\|30.92\|599921;2026-08-28\|34.80\|2.35\|35.00\|37.31\|34.70\|1123009;2026-08-31\|34.73\|-0.20\|34.45\|35.18\|34.03\|610134;2026-09-01\|33.15\|-4.55\|34.75\|34.86\|32.70\|593182;2026-09-02\|32.04\|-3.35\|32.11\|32.58\|31.85\|425445;2026-09-03\|31.49\|-1.72\|32.33\|32.45\|31.02\|402798;2026-09-04\|29.64\|-5.87\|31.85\|32.06\|29.33\|521382;2026-09-07\|31.07\|4.82\|30.00\|31.42\|29.70\|481106;2026-09-08\|30.35\|-2.32\|31.11\|31.74\|30.15\|473809;2026-09-09\|30.51\|0.53\|31.12\|31.65\|30.26\|439803;2026-09-10\|30.05\|-1.51\|30.00\|30.60\|29.82\|279070;2026-09-11\|29.30\|-2.50\|29.50\|29.94\|28.10\|386791
121038	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-05-07\|350.16\|1.71\|347.00\|357.36\|339.00\|523879;2026-05-08\|334.10\|-4.59\|341.00\|343.30\|331.80\|440833;2026-05-11\|362.13\|8.39\|350.10\|367.51\|347.01\|575079;2026-05-12\|353.55\|-2.37\|362.14\|362.20\|349.20\|405596;2026-05-13\|365.00\|3.24\|344.00\|366.71\|339.33\|484983;2026-05-14\|356.19\|-2.41\|365.05\|373.50\|354.99\|408365;2026-05-15\|375.34\|5.38\|353.00\|384.00\|345.48\|624368;2026-05-18\|400.00\|6.57\|408.58\|412.87\|396.34\|687984;2026-05-19\|404.56\|1.14\|390.00\|410.00\|380.02\|553101;2026-05-20\|445.02\|10.00\|408.00\|445.02\|407.80\|610126;2026-05-21\|431.90\|-2.95\|445.02\|464.83\|427.33\|632398;2026-05-22\|468.74\|8.53\|448.00\|472.99\|439.00\|637969;2026-05-25\|515.60\|10.00\|478.11\|515.61\|461.00\|593614;2026-05-26\|526.22\|2.21\|510.00\|538.02\|491.20\|643384;2026-05-27\|514.18\|-2.29\|541.00\|552.82\|500.00\|667260;2026-05-28\|483.00\|-6.06\|495.00\|499.50\|470.00\|623792;2026-05-29\|467.01\|-3.31\|492.66\|496.00\|464.91\|558125;2026-06-01\|468.00\|0.21\|476.00\|489.96\|455.00\|521586;2026-06-02\|474.69\|1.43\|471.00\|480.66\|448.11\|490193;2026-06-03\|492.23\|3.69\|478.89\|510.00\|477.00\|581930;2026-06-04\|529.31\|7.53\|487.05\|538.00\|485.01\|563351;2026-06-05\|488.00\|-7.80\|507.00\|519.80\|484.90\|547135;2026-06-08\|474.01\|-2.87\|461.11\|490.70\|451.00\|434475;2026-06-09\|500.50\|5.59\|493.00\|502.88\|477.03\|419683;2026-06-10\|480.84\|-3.93\|489.11\|497.26\|475.65\|329972;2026-06-11\|483.50\|0.55\|480.52\|486.00\|471.00\|296991;2026-06-12\|481.47\|-0.42\|508.00\|510.00\|481.00\|407085;2026-06-15\|518.00\|7.59\|494.97\|519.00\|476.66\|475784;2026-06-16\|532.76\|2.85\|526.00\|542.84\|517.71\|427785;2026-06-17\|586.04\|10.00\|521.00\|586.04\|521.00\|568000;2026-06-18\|629.00\|7.33\|594.00\|644.64\|586.60\|591573;2026-06-22\|689.70\|9.65\|643.00\|689.70\|635.00\|525831;2026-06-23\|640.99\|-7.06\|680.00\|688.80\|636.00\|592914;2026-06-24\|705.09\|10.00\|641.00\|705.09\|630.93\|598219;2026-06-25\|775.21\|9.94\|740.00\|775.39\|735.00\|508678;2026-06-26\|770.00\|-0.67\|753.00\|779.00\|732.52\|493926;2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.43\|-2.42\|371.80\|373.99\|363.00\|285753
121037	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体存储+定增获批+锂矿审批推进行业原因： 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7月20日互动易，在半导体存储领域，全球存储市场延续上行周期，公司积极深化与核心上游供应商和下游客户的战略合作，在供应链端与客户端实现双向协同，推动存储业务收入和利润平稳增长。 2、据2026年7月21日公告，公司1.09亿元定增获批，拟用于嵌入式存储器研发和产业化项目，发行价格为33.80元/股。 3、据2026年3月24日及2026年5月15日互动易，公司桂阳大冲里矿区伴生氧化锂矿物量达32.37万吨，已完成开采方案评审备案，正在推进生态修复方案评审，探矿权转采矿权审批已对接自然资源部。	公司半导体存储业务主要产品有NAND、DRAM存储两大系列，子公司大为创芯有产品可以应用在数据中心	2026-05-07\|39.96\|2.20\|38.84\|40.50\|37.90\|440330;2026-05-08\|43.15\|7.98\|38.58\|43.43\|38.50\|463691;2026-05-11\|45.11\|4.54\|43.42\|46.30\|43.30\|385653;2026-05-12\|43.51\|-3.55\|43.81\|45.30\|43.11\|251109;2026-05-13\|43.57\|0.14\|43.10\|43.74\|42.50\|271684;2026-05-14\|41.48\|-4.80\|43.61\|43.99\|41.45\|269629;2026-05-15\|40.64\|-2.03\|41.27\|42.15\|40.07\|204497;2026-05-18\|40.30\|-0.84\|40.71\|42.14\|39.83\|202674;2026-05-19\|40.55\|0.62\|40.09\|40.95\|38.45\|207129;2026-05-20\|41.93\|3.40\|40.27\|42.84\|40.05\|296374;2026-05-21\|38.33\|-8.59\|41.94\|41.95\|38.01\|325159;2026-05-22\|38.98\|1.70\|38.68\|39.28\|37.63\|194888;2026-05-25\|38.92\|-0.15\|38.98\|39.30\|38.02\|187283;2026-05-26\|37.24\|-4.32\|38.72\|38.86\|36.36\|210387;2026-05-27\|35.78\|-3.92\|38.11\|38.38\|35.61\|178013;2026-05-28\|36.11\|0.92\|35.46\|36.50\|35.30\|140081;2026-05-29\|34.13\|-5.48\|36.13\|36.50\|33.77\|158219;2026-06-01\|33.06\|-3.14\|34.59\|34.80\|33.05\|110232;2026-06-02\|34.38\|3.99\|32.97\|34.77\|31.67\|183854;2026-06-03\|35.08\|2.04\|34.03\|36.49\|33.91\|209384;2026-06-04\|38.59\|10.01\|34.60\|38.59\|34.00\|153680;2026-06-05\|37.76\|-2.15\|38.00\|39.50\|37.11\|368272;2026-06-08\|35.55\|-5.85\|35.93\|37.68\|34.86\|210393;2026-06-09\|36.86\|3.69\|36.36\|37.14\|35.61\|218159;2026-06-10\|35.94\|-2.50\|35.80\|37.50\|35.51\|182087;2026-06-11\|38.77\|7.87\|35.33\|39.53\|35.07\|449181;2026-06-12\|38.19\|-1.50\|39.10\|39.63\|38.08\|340090;2026-06-15\|39.23\|2.72\|38.55\|39.33\|37.40\|319307;2026-06-16\|38.82\|-1.05\|39.01\|39.25\|38.11\|266844;2026-06-17\|40.69\|4.82\|38.00\|41.05\|37.08\|372508;2026-06-18\|40.07\|-1.52\|39.92\|40.85\|39.42\|267269;2026-06-22\|41.95\|4.69\|40.07\|42.00\|38.68\|345765;2026-06-23\|39.77\|-5.20\|41.92\|41.93\|39.39\|225807;2026-06-24\|39.34\|-1.08\|38.31\|40.55\|36.75\|229355;2026-06-25\|39.79\|1.14\|40.40\|41.00\|39.46\|233110;2026-06-26\|36.88\|-7.31\|38.50\|38.86\|36.85\|205795;2026-06-29\|34.46\|-6.56\|36.88\|36.88\|33.23\|182599;2026-06-30\|36.74\|6.62\|34.81\|37.11\|34.34\|161152;2026-07-01\|36.75\|0.03\|36.75\|38.38\|36.21\|179348;2026-07-02\|34.90\|-5.03\|34.74\|36.46\|33.30\|139778;2026-07-03\|34.99\|0.26\|34.54\|35.77\|33.75\|114066;2026-07-06\|35.19\|0.57\|35.80\|36.34\|34.48\|122298;2026-07-07\|33.35\|-5.23\|35.00\|35.12\|33.35\|102363;2026-07-08\|31.43\|-5.76\|33.02\|33.69\|31.32\|121177;2026-07-09\|33.59\|6.87\|32.00\|33.88\|30.50\|164909;2026-07-10\|32.98\|-1.82\|33.66\|34.19\|32.98\|133408;2026-07-13\|29.92\|-9.28\|32.20\|33.10\|29.75\|125928;2026-07-14\|31.39\|4.91\|29.93\|31.48\|29.60\|135568;2026-07-15\|29.09\|-7.33\|31.69\|31.79\|29.07\|115602;2026-07-16\|27.88\|-4.16\|28.61\|29.21\|27.73\|101903;2026-07-17\|25.09\|-10.01\|27.59\|27.94\|25.09\|131708;2026-07-20\|22.72\|-9.45\|25.50\|26.16\|22.58\|166587;2026-07-21\|24.99\|9.99\|23.48\|24.99\|20.71\|167622;2026-07-22\|27.49\|10.00\|25.98\|27.49\|25.75\|88780;2026-07-23\|27.89\|1.46\|27.95\|28.62\|26.92\|315307;2026-07-24\|26.93\|-3.44\|27.16\|27.98\|26.82\|179702;2026-07-27\|27.57\|2.38\|26.80\|27.80\|26.32\|160246;2026-07-28\|26.89\|-2.47\|27.00\|28.13\|26.71\|137253;2026-07-29\|26.75\|-0.52\|27.36\|27.36\|25.70\|129395;2026-07-30\|25.57\|-4.41\|26.29\|27.90\|25.05\|161551;2026-07-31\|25.80\|0.90\|27.20\|27.50\|25.80\|173190;2026-08-03\|24.96\|-3.26\|25.31\|25.72\|24.80\|107743;2026-08-04\|26.24\|5.13\|25.46\|26.40\|25.16\|133276;2026-08-05\|28.86\|9.98\|26.24\|28.86\|26.17\|206074;2026-08-06\|29.32\|1.59\|28.74\|29.88\|28.30\|263598;2026-08-07\|30.17\|2.90\|29.32\|30.26\|28.79\|196491;2026-08-10\|30.04\|-0.43\|30.17\|30.34\|29.39\|115176;2026-08-11\|29.67\|-1.23\|30.02\|30.28\|29.60\|94155;2026-08-12\|30.25\|1.95\|29.93\|30.44\|29.42\|92604;2026-08-13\|29.50\|-2.48\|30.88\|31.00\|29.50\|114963;2026-08-14\|30.07\|1.93\|30.12\|30.30\|29.28\|96157;2026-08-17\|30.93\|2.86\|30.35\|30.93\|30.00\|104869;2026-08-18\|31.03\|0.32\|30.96\|31.66\|30.51\|126845;2026-08-19\|28.80\|-7.19\|29.80\|30.48\|28.61\|117080;2026-08-20\|29.40\|2.08\|29.08\|31.33\|28.80\|134471;2026-08-21\|29.89\|1.67\|29.21\|29.96\|28.90\|117101;2026-08-24\|31.51\|5.42\|30.15\|31.83\|29.41\|233503;2026-08-25\|32.63\|3.55\|30.40\|33.28\|29.65\|233683;2026-08-26\|31.18\|-4.44\|32.63\|32.63\|30.80\|183303;2026-08-27\|31.09\|-0.29\|31.10\|31.62\|30.65\|164145;2026-08-28\|30.33\|-2.44\|30.82\|31.88\|30.25\|151230;2026-08-31\|30.55\|0.73\|29.60\|30.98\|29.51\|103952;2026-09-01\|29.39\|-3.80\|30.39\|30.52\|29.39\|85928;2026-09-02\|29.08\|-1.05\|28.95\|29.35\|28.65\|58828;2026-09-03\|28.70\|-1.31\|29.37\|29.46\|28.48\|67797;2026-09-04\|27.87\|-2.89\|28.91\|29.27\|27.58\|92958;2026-09-07\|28.15\|1.00\|28.33\|28.54\|28.02\|80917;2026-09-08\|27.97\|-0.64\|28.16\|28.50\|27.66\|75255;2026-09-09\|27.66\|-1.11\|28.09\|28.39\|27.45\|65487;2026-09-10\|27.50\|-0.58\|27.50\|28.00\|27.31\|55761;2026-09-11\|26.61\|-3.24\|26.97\|27.09\|26.04\|86788
121036	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体ALD设备+存储芯片+先进封装行业原因： 1、半导体板块盘中大幅反弹，板块内近40只个股涨停及涨超10%，此前7个交易日板块累计下跌逾32%。 2、亚洲股市今日普遍反弹，韩国综合指数涨超4%，台湾加权指数涨超3%，日经225指数涨超2%。公司原因： 1、据国金证券2026年7月6日研报，公司是国内首家将量产型High-k原子层沉积设备导入前道逻辑与先进存储产线的本土企业，半导体新增订单中超过80%直接来自于NAND与DRAM头部客户。 2、据2026年4月29日年报，公司iTomic MeT系列ALD设备可用于逻辑芯片、存储芯片和先进封装的栅极金属、MIM金属电极等关键工艺，已导入量产产线并持续获得批量订单；PE系列ALD设备可为先进封装等提供图案化等关键工艺解决方案。 3、据2026年4月29日年报及国金证券2026年7月6日研报，公司以ALD技术为核心，产品覆盖逻辑、存储、先进封装等领域，2025年半导体设备收入8.81亿元，同比增长169.12%。	面向全球的半导体、泛半导体高端微纳装备制造商	2026-05-07\|81.18\|3.59\|78.00\|82.00\|77.61\|84177;2026-05-08\|79.80\|-1.70\|79.00\|80.49\|77.86\|86615;2026-05-11\|82.95\|3.95\|80.88\|84.28\|79.38\|121291;2026-05-12\|82.36\|-0.71\|82.73\|83.70\|80.08\|77646;2026-05-13\|91.55\|11.16\|80.78\|92.51\|80.26\|139083;2026-05-14\|88.00\|-3.88\|92.97\|94.00\|88.00\|106877;2026-05-15\|91.50\|3.98\|88.84\|95.15\|83.01\|193679;2026-05-18\|85.90\|-6.12\|91.63\|93.42\|85.00\|153363;2026-05-19\|91.72\|6.78\|85.62\|91.89\|83.35\|116582;2026-05-20\|99.71\|8.71\|93.98\|101.98\|93.06\|159684;2026-05-21\|89.09\|-10.65\|102.20\|102.43\|89.00\|169849;2026-05-22\|86.94\|-2.41\|90.78\|91.90\|84.01\|154046;2026-05-25\|91.50\|5.25\|85.98\|93.68\|84.10\|187431;2026-05-26\|84.78\|-7.34\|92.79\|93.00\|81.00\|172212;2026-05-27\|80.20\|-5.40\|84.78\|87.30\|79.51\|132880;2026-05-28\|79.80\|-0.50\|79.21\|81.80\|78.30\|118840;2026-05-29\|80.40\|0.75\|78.97\|84.86\|75.58\|179867;2026-06-01\|78.00\|-2.99\|81.01\|86.00\|77.80\|136880;2026-06-02\|84.30\|8.08\|79.77\|85.40\|76.77\|145975;2026-06-03\|87.32\|3.58\|86.00\|89.90\|84.00\|129695;2026-06-04\|89.81\|2.85\|86.50\|90.85\|84.70\|103938;2026-06-05\|84.50\|-5.91\|87.08\|89.29\|83.21\|103309;2026-06-08\|82.88\|-1.92\|78.52\|86.90\|78.42\|125842;2026-06-09\|90.10\|8.71\|84.08\|91.47\|83.00\|144406;2026-06-10\|90.05\|-0.06\|88.40\|90.80\|86.39\|100085;2026-06-11\|89.79\|-0.29\|89.00\|92.50\|87.28\|115103;2026-06-12\|94.56\|5.31\|93.90\|102.81\|90.10\|298665;2026-06-15\|100.50\|6.28\|95.00\|100.88\|92.38\|182209;2026-06-16\|109.20\|8.66\|102.91\|110.30\|96.63\|198061;2026-06-17\|116.07\|6.29\|105.20\|116.80\|105.00\|167162;2026-06-18\|112.95\|-2.69\|115.00\|115.35\|110.56\|115816;2026-06-22\|109.11\|-3.40\|112.95\|114.00\|103.90\|166310;2026-06-23\|118.30\|8.42\|109.00\|124.00\|105.80\|160968;2026-06-24\|125.68\|6.24\|115.91\|129.90\|114.02\|133515;2026-06-25\|124.88\|-0.64\|128.62\|129.20\|122.90\|102194;2026-06-26\|127.81\|2.35\|124.62\|132.87\|121.40\|118511;2026-06-29\|138.98\|8.74\|130.50\|141.51\|127.83\|147705;2026-06-30\|161.88\|16.59\|138.85\|166.61\|136.01\|137387;2026-07-01\|155.00\|-4.25\|166.00\|171.90\|153.46\|120285;2026-07-02\|133.45\|-13.90\|146.98\|151.90\|131.55\|153702;2026-07-03\|129.01\|-3.33\|130.00\|132.90\|125.02\|129447;2026-07-06\|135.10\|4.72\|134.34\|140.68\|129.60\|134089;2026-07-07\|142.20\|5.26\|133.74\|146.93\|132.23\|105851;2026-07-08\|141.50\|-0.49\|142.00\|150.88\|134.21\|105838;2026-07-09\|157.00\|10.95\|148.00\|158.48\|143.09\|144214;2026-07-10\|138.97\|-11.48\|157.00\|159.88\|138.97\|139945;2026-07-13\|133.00\|-4.30\|136.20\|145.00\|131.53\|114069;2026-07-14\|137.08\|3.07\|134.02\|142.68\|132.25\|96971;2026-07-15\|125.88\|-8.17\|138.81\|140.11\|124.19\|95894;2026-07-16\|121.21\|-3.71\|125.87\|128.50\|120.01\|73454;2026-07-17\|112.56\|-7.14\|123.05\|125.20\|112.00\|94325;2026-07-20\|104.87\|-6.83\|117.63\|117.67\|102.00\|108753;2026-07-21\|125.84\|20.00\|107.93\|125.84\|99.00\|113341;2026-07-22\|119.91\|-4.71\|123.60\|129.80\|117.60\|108014;2026-07-23\|115.52\|-3.66\|121.00\|122.79\|113.00\|66669;2026-07-24\|117.97\|2.12\|113.66\|120.59\|111.16\|69207;2026-07-27\|118.22\|0.21\|115.69\|121.51\|112.42\|71405;2026-07-28\|107.49\|-9.08\|115.80\|119.98\|106.30\|106171;2026-07-29\|95.62\|-11.04\|106.21\|109.30\|89.07\|183430;2026-07-30\|81.10\|-15.19\|95.60\|96.03\|80.16\|188340;2026-07-31\|86.33\|6.45\|92.88\|94.70\|85.70\|125735;2026-08-03\|79.55\|-7.85\|84.46\|86.00\|78.13\|125444;2026-08-04\|87.70\|10.25\|79.00\|87.72\|78.15\|122692;2026-08-05\|96.48\|10.01\|90.00\|100.92\|89.08\|195161;2026-08-06\|97.95\|1.52\|90.99\|100.99\|90.99\|122269;2026-08-07\|104.64\|6.83\|95.06\|107.99\|95.03\|120705;2026-08-10\|110.48\|5.58\|103.57\|115.60\|103.57\|128066;2026-08-11\|110.85\|0.33\|109.90\|115.40\|105.50\|110561;2026-08-12\|112.67\|1.64\|111.25\|115.88\|110.00\|87793;2026-08-13\|115.28\|2.32\|113.93\|123.88\|112.68\|122299;2026-08-14\|121.38\|5.29\|116.56\|122.45\|114.15\|127361;2026-08-17\|129.70\|6.85\|119.62\|133.31\|116.30\|127873;2026-08-18\|129.66\|-0.03\|128.00\|140.50\|121.19\|146150;2026-08-19\|117.32\|-9.52\|123.18\|127.71\|115.91\|133330;2026-08-20\|117.00\|-0.27\|119.85\|122.00\|115.08\|71308;2026-08-21\|119.72\|2.32\|118.42\|121.99\|115.50\|68873;2026-08-24\|117.30\|-2.02\|123.00\|125.70\|114.60\|144522;2026-08-25\|111.97\|-4.54\|116.36\|116.36\|108.51\|109229;2026-08-26\|112.67\|0.63\|111.90\|118.00\|109.01\|97036;2026-08-27\|121.90\|8.19\|113.20\|122.20\|110.84\|103063;2026-08-28\|120.02\|-1.54\|121.69\|127.10\|119.42\|90164;2026-08-31\|125.60\|4.65\|119.34\|126.50\|117.00\|104871;2026-09-01\|120.68\|-3.92\|125.00\|125.00\|115.03\|90247;2026-09-02\|115.35\|-4.42\|119.34\|120.24\|114.31\|87652;2026-09-03\|107.47\|-6.83\|116.05\|116.77\|105.90\|123872;2026-09-04\|100.89\|-6.12\|107.35\|109.86\|99.62\|121201;2026-09-07\|105.83\|4.90\|102.90\|107.48\|101.00\|91509;2026-09-08\|103.05\|-2.63\|106.18\|108.56\|102.23\|73053;2026-09-09\|103.22\|0.17\|104.73\|107.79\|102.80\|63109;2026-09-10\|102.64\|-0.56\|103.00\|104.88\|100.10\|53101;2026-09-11\|98.87\|-3.67\|102.00\|102.00\|94.53\|9942654
121035	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商	2026-05-07\|57.78\|3.20\|56.37\|58.35\|54.38\|94899;2026-05-08\|58.59\|1.40\|58.00\|59.85\|55.96\|97149;2026-05-11\|70.31\|20.00\|60.03\|70.31\|58.96\|111973;2026-05-12\|67.13\|-4.52\|71.57\|72.00\|66.00\|138249;2026-05-13\|68.11\|1.46\|65.02\|69.28\|64.60\|131314;2026-05-14\|66.10\|-2.95\|66.39\|70.02\|65.52\|94708;2026-05-15\|65.50\|-0.91\|66.35\|67.50\|63.12\|94355;2026-05-18\|69.82\|6.60\|65.81\|71.99\|65.00\|125001;2026-05-19\|74.35\|6.49\|68.02\|74.38\|66.06\|114483;2026-05-20\|76.16\|2.43\|73.27\|76.36\|72.57\|88596;2026-05-21\|68.94\|-9.29\|76.16\|79.58\|68.06\|107069;2026-05-22\|69.32\|0.55\|70.25\|70.55\|67.40\|87184;2026-05-25\|71.03\|2.47\|69.28\|71.62\|66.74\|85579;2026-05-26\|70.10\|-1.31\|70.28\|71.30\|68.30\|63223;2026-05-27\|68.45\|-2.35\|72.34\|73.50\|67.50\|53180;2026-05-28\|77.60\|13.37\|68.17\|78.96\|67.50\|92270;2026-05-29\|78.51\|1.17\|77.70\|84.60\|75.55\|95666;2026-06-01\|73.90\|-5.87\|78.51\|80.80\|73.51\|77594;2026-06-02\|73.88\|-0.03\|74.26\|75.72\|70.75\|69765;2026-06-03\|74.21\|0.45\|73.00\|76.67\|72.00\|64678;2026-06-04\|72.65\|-2.10\|72.50\|75.50\|71.21\|51593;2026-06-05\|69.12\|-4.86\|70.11\|72.44\|68.20\|60134;2026-06-08\|63.22\|-8.54\|64.21\|68.00\|62.30\|66521;2026-06-09\|65.76\|4.02\|64.90\|66.27\|63.27\|50361;2026-06-10\|67.28\|2.31\|64.10\|68.49\|64.10\|63029;2026-06-11\|67.28\|0.00\|66.83\|69.49\|66.24\|45751;2026-06-12\|67.00\|-0.42\|70.78\|73.89\|66.63\|68354;2026-06-15\|71.08\|6.09\|67.88\|71.44\|66.08\|49728;2026-06-16\|74.15\|4.32\|73.61\|74.89\|71.26\|54539;2026-06-17\|75.38\|1.66\|72.00\|76.12\|71.79\|64407;2026-06-18\|78.00\|3.48\|76.27\|78.88\|75.00\|57124;2026-06-22\|81.83\|4.91\|80.05\|84.42\|78.13\|90837;2026-06-23\|78.90\|-3.58\|80.43\|81.80\|75.60\|71981;2026-06-24\|81.66\|3.50\|78.30\|82.30\|76.16\|66033;2026-06-25\|78.88\|-3.40\|78.66\|82.60\|75.50\|88383;2026-06-26\|88.10\|11.69\|78.51\|89.98\|77.22\|95719;2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788;2026-07-20\|65.78\|-14.13\|80.43\|80.99\|64.17\|104006;2026-07-21\|78.94\|20.01\|67.62\|78.94\|57.18\|122711;2026-07-22\|81.86\|3.70\|80.60\|89.88\|80.00\|152041;2026-07-23\|77.00\|-5.94\|82.01\|83.00\|74.75\|89479;2026-07-24\|77.60\|0.78\|76.30\|81.37\|74.00\|97279;2026-07-27\|77.45\|-0.19\|75.37\|79.85\|73.72\|80305;2026-07-28\|69.17\|-10.69\|73.66\|77.82\|68.24\|91748;2026-07-29\|66.50\|-3.86\|69.05\|71.30\|63.18\|95953;2026-07-30\|60.00\|-9.77\|65.99\|68.00\|59.24\|107189;2026-07-31\|62.40\|4.00\|68.02\|70.87\|62.13\|117349;2026-08-03\|57.38\|-8.04\|61.67\|62.40\|57.00\|98422;2026-08-04\|65.85\|14.76\|58.66\|66.84\|58.66\|98719;2026-08-05\|70.48\|7.03\|64.81\|72.38\|64.76\|99274;2026-08-06\|73.89\|4.84\|68.25\|74.38\|68.25\|88952;2026-08-07\|76.95\|4.14\|73.00\|77.65\|72.98\|79032;2026-08-10\|78.47\|1.98\|77.30\|80.09\|74.00\|94779;2026-08-11\|77.01\|-1.86\|77.52\|79.22\|74.60\|68172;2026-08-12\|81.78\|6.19\|78.00\|85.98\|77.50\|88950;2026-08-13\|78.95\|-3.46\|84.00\|84.17\|78.95\|73221;2026-08-14\|82.92\|5.03\|81.25\|85.00\|80.00\|72773;2026-08-17\|84.09\|1.41\|84.78\|84.78\|81.12\|79321;2026-08-18\|85.00\|1.08\|86.00\|87.20\|83.10\|77175;2026-08-19\|74.37\|-12.51\|81.02\|83.00\|74.15\|89945;2026-08-20\|75.97\|2.15\|77.40\|79.33\|73.86\|64350;2026-08-21\|91.16\|19.99\|76.03\|91.16\|76.01\|127822;2026-08-24\|89.10\|-2.26\|92.00\|94.00\|86.10\|115151;2026-08-25\|88.54\|-0.63\|88.66\|91.29\|83.34\|92023;2026-08-26\|86.98\|-1.76\|89.46\|90.44\|82.50\|85243;2026-08-27\|88.28\|1.49\|87.30\|89.89\|86.02\|102590;2026-08-28\|82.40\|-6.66\|86.50\|88.27\|82.01\|85546;2026-08-31\|85.99\|4.36\|79.95\|86.50\|79.71\|66137;2026-09-01\|80.60\|-6.27\|85.00\|85.98\|80.10\|59573;2026-09-02\|79.68\|-1.14\|79.01\|81.28\|78.60\|45070;2026-09-03\|79.43\|-0.31\|82.94\|83.95\|76.97\|56077;2026-09-04\|75.40\|-5.07\|80.98\|81.00\|74.60\|61554;2026-09-07\|79.75\|5.77\|77.98\|81.66\|76.88\|77969;2026-09-08\|79.40\|-0.44\|79.59\|82.19\|77.08\|60287;2026-09-09\|79.10\|-0.38\|80.14\|81.56\|77.91\|43464;2026-09-10\|79.50\|0.51\|78.39\|80.50\|77.26\|37845;2026-09-11\|76.96\|-3.19\|77.56\|78.45\|74.00\|5441027
121034	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：中科飞测4月27日涨停，核心逻辑为HBM3量产带动图形缺陷检测与三维量测设备需求爆发，公司产品已通过多家客户产线验证并批量出货；涨停缘由：公司图形晶圆缺陷检测设备、三维形貌量测设备已成功导入长电科技、通富微电HBM产线，填补国产高端量检测设备空白；英特尔等大厂业绩超预期加速HBM扩产节奏；资金逻辑：主力资金单日净流入1.38亿元，小单资金转为净流入，显示筹码稳定性增强；风险提示：量检测设备验证周期长、客户粘性高，新进厂商替代难度大；行业竞争加剧或压缩毛利空间	公司目前的产品可以满足HBM技术领域对于量检测设备的需求，其中图形晶圆缺陷检测设备、三维形貌量测设备等多个系列产品已成功通过国内多家HBM客户产线验证，实现了批量出货	2026-05-07\|197.99\|2.90\|194.60\|200.99\|191.21\|58490;2026-05-08\|191.30\|-3.38\|196.02\|200.30\|190.00\|53497;2026-05-11\|193.75\|1.28\|195.00\|204.44\|193.00\|88629;2026-05-12\|199.20\|2.81\|193.00\|202.02\|192.29\|92623;2026-05-13\|205.95\|3.39\|195.10\|212.28\|192.34\|89512;2026-05-14\|204.01\|-0.94\|205.90\|211.22\|199.33\|99404;2026-05-15\|207.50\|1.71\|203.80\|217.49\|190.36\|136825;2026-05-18\|202.65\|-2.34\|205.00\|215.40\|199.93\|117628;2026-05-19\|220.50\|8.81\|202.64\|223.00\|195.44\|131173;2026-05-20\|258.94\|17.43\|230.00\|264.60\|230.00\|173247;2026-05-21\|241.61\|-6.69\|258.90\|267.01\|239.87\|184010;2026-05-22\|245.45\|1.59\|243.63\|248.99\|234.00\|139935;2026-05-25\|255.69\|4.17\|244.04\|268.07\|234.11\|151902;2026-05-26\|245.00\|-4.18\|254.88\|255.68\|236.00\|114141;2026-05-27\|234.69\|-4.21\|245.90\|260.66\|231.00\|129725;2026-05-28\|232.70\|-0.85\|233.58\|238.77\|227.24\|90575;2026-05-29\|217.89\|-6.36\|232.70\|233.33\|210.00\|142067;2026-06-01\|202.60\|-7.02\|217.00\|217.43\|201.11\|134533;2026-06-02\|204.82\|1.10\|205.54\|211.98\|200.00\|97107;2026-06-03\|205.56\|0.36\|204.88\|211.88\|201.19\|94688;2026-06-04\|211.08\|2.69\|201.00\|216.20\|200.18\|89153;2026-06-05\|199.98\|-5.26\|207.00\|211.20\|198.00\|87718;2026-06-08\|192.00\|-3.99\|189.99\|199.00\|188.00\|84856;2026-06-09\|203.08\|5.77\|197.76\|204.20\|194.50\|72723;2026-06-10\|203.18\|0.05\|200.49\|209.49\|200.26\|82689;2026-06-11\|212.76\|4.71\|204.62\|216.63\|204.62\|77950;2026-06-12\|226.45\|6.43\|230.01\|245.00\|222.51\|155981;2026-06-15\|235.00\|3.78\|226.45\|235.88\|220.31\|99455;2026-06-16\|241.00\|2.55\|236.47\|242.99\|228.84\|90479;2026-06-17\|251.71\|4.44\|236.10\|254.77\|230.00\|100185;2026-06-18\|252.21\|0.20\|249.17\|256.88\|247.50\|81848;2026-06-22\|268.57\|6.49\|254.00\|275.99\|253.03\|100361;2026-06-23\|275.90\|2.73\|268.00\|287.90\|261.14\|73542;2026-06-24\|312.34\|13.21\|272.90\|314.00\|270.08\|89286;2026-06-25\|332.00\|6.29\|309.22\|341.19\|307.00\|80489;2026-06-26\|355.00\|6.93\|332.00\|372.00\|325.00\|95179;2026-06-29\|376.24\|5.98\|355.00\|378.99\|344.95\|124307;2026-06-30\|430.00\|14.29\|381.00\|434.88\|371.00\|108233;2026-07-01\|422.00\|-1.86\|435.00\|458.98\|406.20\|136739;2026-07-02\|356.00\|-15.64\|405.12\|412.00\|351.33\|199656;2026-07-03\|342.00\|-3.93\|351.08\|358.74\|331.11\|158503;2026-07-06\|343.00\|0.29\|345.83\|353.30\|328.96\|115923;2026-07-07\|356.60\|3.96\|336.97\|365.91\|333.33\|114537;2026-07-08\|408.00\|14.41\|365.00\|422.64\|363.91\|143293;2026-07-09\|446.50\|9.44\|412.30\|448.84\|403.00\|139546;2026-07-10\|422.74\|-5.32\|440.00\|455.00\|414.00\|121500;2026-07-13\|389.99\|-7.75\|410.52\|434.33\|383.00\|131254;2026-07-14\|391.88\|0.48\|390.00\|413.00\|370.00\|126048;2026-07-15\|381.00\|-2.78\|398.00\|408.99\|374.01\|105277;2026-07-16\|350.69\|-7.96\|370.00\|380.96\|347.00\|114416;2026-07-17\|311.19\|-11.26\|348.80\|351.00\|308.00\|145551;2026-07-20\|305.38\|-1.87\|324.87\|338.85\|300.01\|143527;2026-07-21\|366.46\|20.00\|313.01\|366.46\|300.53\|166301;2026-07-22\|357.00\|-2.58\|378.92\|387.32\|352.50\|159819;2026-07-23\|334.34\|-6.35\|360.00\|361.00\|330.01\|118148;2026-07-24\|357.42\|6.90\|327.00\|371.99\|321.11\|130844;2026-07-27\|389.43\|8.96\|348.01\|391.99\|348.01\|141749;2026-07-28\|369.00\|-5.25\|370.00\|399.90\|363.00\|136324;2026-07-29\|360.70\|-2.25\|367.28\|370.98\|329.00\|144697;2026-07-30\|323.15\|-10.41\|349.00\|359.80\|315.00\|150629;2026-07-31\|346.60\|7.26\|368.52\|378.20\|345.00\|138457;2026-08-03\|302.97\|-12.59\|339.54\|343.93\|300.80\|139242;2026-08-04\|317.98\|4.95\|304.49\|325.57\|297.33\|108258;2026-08-05\|341.60\|7.43\|318.23\|346.58\|314.68\|131967;2026-08-06\|345.00\|1.00\|329.01\|356.28\|327.01\|99940;2026-08-07\|351.00\|1.74\|345.67\|359.99\|333.09\|102931;2026-08-10\|362.45\|3.26\|352.00\|371.55\|346.36\|100263;2026-08-11\|348.30\|-3.90\|354.00\|365.59\|343.99\|76640;2026-08-12\|348.05\|-0.07\|348.00\|359.95\|340.14\|77872;2026-08-13\|336.21\|-3.40\|353.86\|358.00\|333.33\|113188;2026-08-14\|324.33\|-3.53\|339.00\|342.00\|315.55\|123978;2026-08-17\|368.70\|13.68\|329.87\|368.70\|324.33\|144280;2026-08-18\|371.96\|0.88\|364.61\|372.60\|358.42\|106198;2026-08-19\|342.00\|-8.05\|360.20\|368.00\|339.12\|103778;2026-08-20\|355.59\|3.97\|348.84\|367.00\|337.77\|105555;2026-08-21\|349.46\|-1.72\|358.93\|358.93\|342.00\|76081;2026-08-24\|349.50\|0.01\|350.08\|364.95\|342.40\|88844;2026-08-25\|338.99\|-3.01\|333.41\|346.90\|327.75\|87600;2026-08-26\|362.00\|6.79\|335.00\|371.95\|333.33\|106204;2026-08-27\|373.71\|3.23\|364.00\|374.60\|353.87\|86473;2026-08-28\|362.66\|-2.96\|369.95\|377.75\|361.13\|67935;2026-08-31\|365.99\|0.92\|355.41\|368.31\|345.01\|64899;2026-09-01\|349.26\|-4.57\|362.06\|366.00\|347.00\|52032;2026-09-02\|337.40\|-3.40\|344.08\|348.00\|333.61\|53968;2026-09-03\|320.87\|-4.90\|339.88\|344.50\|310.99\|88398;2026-09-04\|299.80\|-6.57\|325.65\|327.76\|297.00\|102410;2026-09-07\|314.15\|4.79\|305.00\|315.58\|299.40\|85269;2026-09-08\|315.55\|0.45\|313.00\|329.85\|308.00\|77756;2026-09-09\|309.17\|-2.02\|320.54\|322.00\|306.40\|48413;2026-09-10\|308.79\|-0.12\|308.00\|313.00\|301.00\|44225;2026-09-11\|304.50\|-1.39\|305.02\|306.95\|289.57\|6967795
121033	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	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
121032	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装，海太半导体由公司和SK海力士共同投资组建，公司持有海太半导体55%股权，SK海力士持有海太半导体45%股权	2026-05-07\|10.84\|6.69\|10.36\|10.97\|10.31\|2078199;2026-05-08\|10.71\|-1.20\|10.69\|10.85\|10.60\|1308226;2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.63\|-0.44\|22.71\|23.00\|20.80\|3067540;2026-07-15\|20.81\|-8.04\|23.77\|23.88\|20.64\|2430726;2026-07-16\|18.73\|-10.00\|19.99\|20.55\|18.73\|2372729;2026-07-17\|16.86\|-9.98\|18.70\|18.92\|16.86\|2402459;2026-07-20\|15.17\|-10.02\|17.20\|17.37\|15.17\|2189364;2026-07-21\|16.69\|10.02\|15.27\|16.69\|13.65\|3685336;2026-07-22\|16.69\|0.00\|16.62\|17.77\|16.49\|3626663;2026-07-23\|16.23\|-2.76\|16.98\|17.27\|16.13\|2249339;2026-07-24\|16.29\|0.37\|15.80\|16.93\|15.78\|2446674;2026-07-27\|17.92\|10.01\|16.78\|17.92\|16.00\|1999910;2026-07-28\|18.37\|2.51\|17.92\|19.45\|17.88\|4569863;2026-07-29\|17.40\|-5.28\|18.00\|18.80\|16.53\|4304830;2026-07-30\|15.66\|-10.00\|16.85\|17.37\|15.66\|3237655;2026-07-31\|17.23\|10.03\|17.23\|17.23\|16.58\|3694421;2026-08-03\|16.28\|-5.51\|16.73\|17.21\|16.11\|3669009;2026-08-04\|17.15\|5.34\|16.52\|17.26\|15.81\|3595757;2026-08-05\|18.45\|7.58\|17.20\|18.87\|17.19\|4699440;2026-08-06\|19.17\|3.90\|17.80\|19.60\|17.75\|4541066;2026-08-07\|19.53\|1.88\|18.90\|19.98\|18.45\|3903982;2026-08-10\|19.27\|-1.33\|19.58\|19.90\|18.60\|2853386;2026-08-11\|21.20\|10.02\|18.84\|21.20\|18.80\|3198631;2026-08-12\|22.71\|7.12\|22.00\|23.00\|21.32\|5041945;2026-08-13\|23.78\|4.71\|22.80\|24.88\|21.91\|5129033;2026-08-14\|22.95\|-3.49\|23.50\|24.15\|22.61\|3722529;2026-08-17\|23.86\|3.97\|22.50\|24.14\|22.21\|3791903;2026-08-18\|23.00\|-3.60\|23.87\|23.95\|22.90\|2980239;2026-08-19\|21.12\|-8.17\|21.65\|22.60\|20.70\|3053660;2026-08-20\|21.21\|0.43\|21.49\|21.85\|20.75\|2218656;2026-08-21\|21.44\|1.08\|21.11\|21.95\|20.80\|1947900;2026-08-24\|20.30\|-5.32\|21.26\|21.54\|19.80\|2068374;2026-08-25\|19.94\|-1.77\|19.50\|20.38\|19.05\|1691266;2026-08-26\|19.63\|-1.55\|20.00\|20.11\|19.20\|1444680;2026-08-27\|20.14\|2.60\|19.30\|20.30\|19.24\|2220057;2026-08-28\|19.53\|-3.03\|19.95\|20.44\|19.52\|1872433;2026-08-31\|19.34\|-0.97\|18.88\|19.39\|18.62\|1569157;2026-09-01\|18.52\|-4.24\|19.34\|19.60\|18.39\|1418590;2026-09-02\|18.23\|-1.57\|18.27\|18.47\|17.84\|1209976;2026-09-03\|17.98\|-1.37\|18.45\|18.51\|17.70\|1149451;2026-09-04\|17.22\|-4.23\|18.07\|18.19\|17.06\|1306497;2026-09-07\|17.96\|4.30\|17.56\|18.23\|17.46\|1808423;2026-09-08\|18.59\|3.51\|18.01\|19.20\|17.66\|3033701;2026-09-09\|18.16\|-2.31\|18.64\|19.17\|18.03\|1916309;2026-09-10\|19.98\|10.02\|18.27\|19.98\|18.27\|1908704;2026-09-11\|19.46\|-2.60\|19.44\|19.80\|18.88\|3043090
121031	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-05-07\|29.65\|-0.03\|29.77\|29.78\|29.27\|559055;2026-05-08\|29.49\|-0.54\|29.30\|29.60\|28.88\|489649;2026-05-11\|30.47\|3.32\|29.99\|30.71\|29.70\|825550;2026-05-12\|30.21\|-0.85\|30.47\|30.57\|29.71\|563244;2026-05-13\|31.51\|4.30\|29.70\|31.79\|29.45\|919946;2026-05-14\|31.38\|-0.41\|31.88\|32.43\|31.37\|1067461;2026-05-15\|30.95\|-1.37\|31.45\|32.20\|30.51\|855447;2026-05-18\|31.05\|0.32\|30.60\|31.45\|30.43\|586539;2026-05-19\|32.35\|4.19\|30.57\|32.98\|30.09\|911314;2026-05-20\|32.59\|0.74\|31.95\|32.78\|31.85\|807327;2026-05-21\|30.94\|-5.06\|32.90\|33.17\|30.90\|1010266;2026-05-22\|32.16\|3.94\|31.59\|32.30\|31.12\|740638;2026-05-25\|34.19\|6.31\|32.17\|34.23\|31.92\|1205146;2026-05-26\|33.90\|-0.85\|33.97\|34.50\|32.62\|1045728;2026-05-27\|35.58\|4.96\|34.05\|37.28\|33.56\|1887099;2026-05-28\|38.44\|8.04\|35.68\|39.14\|35.31\|1997531;2026-05-29\|34.60\|-9.99\|38.00\|38.28\|34.60\|1792873;2026-06-01\|32.80\|-5.20\|34.17\|34.60\|32.75\|1251712;2026-06-02\|33.03\|0.70\|32.85\|33.93\|32.51\|861359;2026-06-03\|34.70\|5.06\|33.35\|35.71\|33.35\|1225855;2026-06-04\|35.32\|1.79\|34.20\|36.25\|34.13\|917606;2026-06-05\|33.95\|-3.88\|34.70\|35.44\|33.68\|939263;2026-06-08\|32.13\|-5.36\|31.95\|33.28\|31.82\|752281;2026-06-09\|34.72\|8.06\|32.75\|34.86\|32.25\|834358;2026-06-10\|33.53\|-3.43\|33.87\|34.47\|33.02\|611192;2026-06-11\|33.18\|-1.04\|32.99\|34.40\|32.60\|631188;2026-06-12\|32.15\|-3.10\|34.20\|34.66\|32.09\|857939;2026-06-15\|35.37\|10.02\|32.91\|35.37\|32.58\|897340;2026-06-16\|38.28\|8.23\|37.00\|38.91\|36.90\|1789016;2026-06-17\|40.83\|6.66\|37.84\|41.15\|37.84\|2022437;2026-06-18\|41.83\|2.45\|40.50\|42.62\|40.45\|1441921;2026-06-22\|44.80\|7.10\|44.25\|46.01\|43.50\|1847314;2026-06-23\|47.04\|5.00\|45.20\|48.65\|44.50\|1854156;2026-06-24\|50.01\|6.31\|46.92\|50.80\|46.92\|1696719;2026-06-25\|49.86\|-0.30\|48.80\|51.43\|48.11\|1686238;2026-06-26\|50.38\|1.04\|49.80\|53.80\|49.33\|1859413;2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.27\|-0.30\|30.57\|31.03\|30.08\|482561;2026-09-10\|30.24\|-0.10\|30.00\|30.63\|29.80\|445553;2026-09-11\|30.08\|-0.53\|29.75\|30.17\|29.00\|604147
121030	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	显示驱动芯片+5000万像素CIS+CMOS图像传感器行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年4月30日一季度报告及2026年5月6日投资者关系活动记录表，公司2026年一季度营收18.81亿元，同比增长23.40%，归母净利润141.01万元，同比实现扭亏为盈，主要系5,000万像素单芯片产品扩大市场份额，带动销售额及毛利成长，1,300万像素及以上收入超6亿元，较去年同期大幅成长。 2、据2025年年度报告，公司主营CMOS图像传感器芯片和显示驱动芯片，凭借高像素CIS的3层金属设计等技术实现国际领先的产品性价比，并独创COM封装等特色方案。	全球领先的图像传感器及显示驱动芯片设计企业	2026-05-07\|14.10\|0.64\|14.12\|14.21\|13.92\|206327;2026-05-08\|14.50\|2.84\|14.00\|14.67\|13.93\|336958;2026-05-11\|14.68\|1.24\|14.55\|14.85\|14.47\|288053;2026-05-12\|14.56\|-0.82\|14.68\|14.78\|14.38\|226395;2026-05-13\|14.62\|0.41\|14.43\|14.68\|14.27\|286417;2026-05-14\|14.50\|-0.82\|14.65\|14.70\|14.30\|291990;2026-05-15\|14.55\|0.34\|14.51\|15.00\|14.23\|384797;2026-05-18\|14.51\|-0.27\|14.50\|14.75\|14.21\|262701;2026-05-19\|14.96\|3.10\|14.40\|14.99\|14.28\|288012;2026-05-20\|15.39\|2.87\|15.00\|15.55\|14.91\|430506;2026-05-21\|14.57\|-5.33\|15.57\|15.68\|14.50\|447114;2026-05-22\|14.97\|2.75\|14.69\|15.06\|14.45\|335929;2026-05-25\|15.38\|2.74\|14.90\|15.45\|14.65\|362907;2026-05-26\|15.21\|-1.11\|15.56\|15.78\|14.85\|365880;2026-05-27\|15.22\|0.07\|15.09\|15.79\|15.05\|419604;2026-05-28\|15.43\|1.38\|15.10\|15.49\|14.75\|400343;2026-05-29\|14.49\|-6.09\|15.60\|15.96\|14.36\|637810;2026-06-01\|13.88\|-4.21\|14.33\|14.68\|13.85\|392317;2026-06-02\|13.61\|-1.95\|13.88\|14.07\|13.60\|296704;2026-06-03\|13.67\|0.44\|13.62\|14.16\|13.53\|303097;2026-06-04\|13.88\|1.54\|13.51\|14.54\|13.36\|314173;2026-06-05\|13.80\|-0.58\|13.73\|14.20\|13.23\|289280;2026-06-08\|13.08\|-5.22\|13.37\|13.65\|12.92\|297125;2026-06-09\|13.58\|3.82\|13.28\|13.60\|12.99\|278815;2026-06-10\|13.32\|-1.91\|13.40\|13.85\|13.08\|262198;2026-06-11\|13.27\|-0.38\|13.24\|13.50\|12.95\|262601;2026-06-12\|13.29\|0.15\|13.46\|13.93\|13.08\|435319;2026-06-15\|13.96\|5.04\|13.27\|13.98\|13.23\|348311;2026-06-16\|14.07\|0.79\|13.93\|14.13\|13.77\|254959;2026-06-17\|14.52\|3.20\|13.98\|14.66\|13.86\|312146;2026-06-18\|14.37\|-1.03\|14.42\|14.61\|14.28\|279700;2026-06-22\|14.11\|-1.81\|14.39\|14.50\|13.72\|339678;2026-06-23\|14.40\|2.06\|13.97\|14.93\|13.77\|408086;2026-06-24\|15.70\|9.03\|15.11\|16.35\|15.11\|787585;2026-06-25\|15.65\|-0.32\|15.73\|15.80\|15.24\|517866;2026-06-26\|15.50\|-0.96\|15.42\|15.97\|14.80\|512637;2026-06-29\|17.53\|13.10\|15.85\|17.86\|15.51\|1010528;2026-06-30\|21.04\|20.02\|18.06\|21.04\|17.89\|868276;2026-07-01\|25.25\|20.01\|22.50\|25.25\|22.49\|1758041;2026-07-02\|24.46\|-3.13\|24.00\|25.89\|23.58\|1258820;2026-07-03\|23.17\|-5.27\|24.52\|24.68\|22.95\|853358;2026-07-06\|21.50\|-7.21\|23.58\|23.70\|21.11\|737172;2026-07-07\|22.16\|3.07\|21.41\|23.88\|20.34\|741325;2026-07-08\|22.54\|1.71\|22.43\|23.40\|21.91\|715836;2026-07-09\|24.14\|7.10\|22.21\|24.17\|22.03\|918550;2026-07-10\|21.75\|-9.90\|23.62\|24.32\|21.62\|806857;2026-07-13\|19.98\|-8.14\|21.33\|21.98\|19.77\|717974;2026-07-14\|19.15\|-4.15\|19.88\|20.23\|18.30\|572087;2026-07-15\|17.99\|-6.06\|19.15\|19.50\|17.73\|498344;2026-07-16\|16.79\|-6.67\|17.69\|18.23\|16.62\|559714;2026-07-17\|15.32\|-8.76\|16.77\|16.79\|15.02\|551514;2026-07-20\|14.08\|-8.09\|15.54\|15.74\|13.43\|738392;2026-07-21\|16.90\|20.03\|14.09\|16.90\|14.04\|762985;2026-07-22\|17.55\|3.85\|16.90\|18.50\|16.90\|1115126;2026-07-23\|16.65\|-5.13\|17.72\|17.74\|16.45\|537474;2026-07-24\|16.40\|-1.50\|16.41\|16.82\|16.21\|438086;2026-07-27\|16.55\|0.91\|16.65\|16.98\|15.58\|445575;2026-07-28\|15.44\|-6.71\|16.31\|16.45\|15.28\|487501;2026-07-29\|15.88\|2.85\|15.41\|16.00\|14.86\|530675;2026-07-30\|14.64\|-7.81\|15.72\|15.79\|14.47\|495402;2026-07-31\|14.92\|1.91\|15.89\|16.03\|14.86\|523407;2026-08-03\|14.38\|-3.62\|14.75\|14.88\|14.30\|366354;2026-08-04\|14.96\|4.03\|14.56\|15.19\|14.41\|347920;2026-08-05\|15.65\|4.61\|14.89\|15.84\|14.85\|455994;2026-08-06\|15.85\|1.28\|15.49\|16.08\|15.40\|551648;2026-08-07\|16.39\|3.41\|15.72\|16.42\|15.56\|498340;2026-08-10\|16.19\|-1.22\|16.30\|16.39\|15.77\|365636;2026-08-11\|16.24\|0.31\|16.00\|16.52\|15.90\|329584;2026-08-12\|16.15\|-0.55\|16.28\|16.34\|15.96\|309820;2026-08-13\|15.83\|-1.98\|16.25\|16.43\|15.80\|369834;2026-08-14\|16.18\|2.21\|15.95\|16.26\|15.85\|269331;2026-08-17\|17.15\|6.00\|16.20\|17.33\|16.02\|460305;2026-08-18\|17.11\|-0.23\|17.03\|17.25\|16.52\|482184;2026-08-19\|15.91\|-7.01\|16.62\|17.09\|15.87\|426476;2026-08-20\|15.99\|0.50\|16.18\|16.34\|15.82\|240956;2026-08-21\|15.85\|-0.88\|15.88\|16.18\|15.65\|231196;2026-08-24\|15.28\|-3.60\|15.70\|15.85\|14.97\|259449;2026-08-25\|15.26\|-0.13\|15.03\|15.33\|14.66\|194323;2026-08-26\|15.10\|-1.05\|15.22\|15.37\|14.99\|160350;2026-08-27\|15.66\|3.71\|15.19\|15.74\|15.12\|226205;2026-08-28\|14.93\|-4.66\|15.28\|15.46\|14.86\|347482;2026-08-31\|15.16\|1.54\|14.68\|15.17\|14.55\|230342;2026-09-01\|14.81\|-2.31\|15.15\|15.16\|14.77\|206531;2026-09-02\|14.52\|-1.96\|14.68\|14.78\|14.48\|162364;2026-09-03\|14.60\|0.55\|14.63\|14.78\|14.40\|146836;2026-09-04\|14.30\|-2.05\|14.69\|14.84\|14.20\|206536;2026-09-07\|14.17\|-0.91\|14.42\|14.51\|14.05\|253907;2026-09-08\|14.09\|-0.56\|14.18\|14.32\|14.04\|167457;2026-09-09\|14.02\|-0.50\|14.15\|14.23\|13.97\|144840;2026-09-10\|14.01\|-0.07\|13.93\|14.16\|13.81\|138555;2026-09-11\|13.82\|-1.36\|13.86\|13.92\|13.48\|21283719
121029	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	功率半导体+人形机器人+MOSFET+先进封装行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年3月27日年报，公司产品技术先进且系列齐全，目前产品型号4000余款，电压覆盖12V~1700V全系列，重点应用领域包括新能源汽车及充电桩、光伏储能、AI服务器和数据中心、无人机、工控自动化、消费电子、5G通讯、智能机器人、智能家居、安防、医疗设备、锂电保护等十余个长期被欧美日功率半导体垄断供应的行业。 2、据2026年3月27日年报，2025年，公司第七代IGBT产品进入批量供货阶段，第八代IGBT产品亦实现市场销售，在光储、工业变频、伺服驱动等领域获得客户认可，逐步形成销售规模。报告期内，公司IGBT产品实现销售收入2.79亿元，占主营业务收入比例为14.9%。 3、据2026年3月27日年报，公司全资子公司电基集成已建成先进封测产线并实现部分芯片自主封测，形成特色产品，满足光伏储能、汽车等高端需求。	功率半导体龙头，国内最早专门从事MOSFET、IGBT研发设计的企业之一	2026-05-07\|41.83\|1.19\|41.50\|41.93\|40.95\|186919;2026-05-08\|44.52\|6.43\|41.40\|45.46\|40.86\|392830;2026-05-11\|47.08\|5.75\|46.00\|47.36\|44.75\|398818;2026-05-12\|48.15\|2.27\|46.31\|49.80\|45.75\|394383;2026-05-13\|51.03\|5.98\|47.50\|51.04\|47.43\|401900;2026-05-14\|49.70\|-2.61\|52.00\|52.08\|49.60\|413422;2026-05-15\|47.99\|-3.44\|50.00\|51.40\|47.11\|398837;2026-05-18\|50.24\|4.69\|47.51\|51.39\|47.09\|323756;2026-05-19\|51.06\|1.63\|49.67\|51.46\|48.40\|267967;2026-05-20\|54.11\|5.97\|50.99\|54.80\|50.60\|331774;2026-05-21\|53.08\|-1.90\|55.80\|59.52\|52.95\|491532;2026-05-22\|57.47\|8.27\|53.89\|58.15\|53.89\|393630;2026-05-25\|63.22\|10.01\|61.00\|63.22\|61.00\|89892;2026-05-26\|64.35\|1.79\|65.37\|65.37\|60.05\|604674;2026-05-27\|68.70\|6.76\|65.41\|70.79\|64.35\|618456;2026-05-28\|69.50\|1.16\|70.77\|70.77\|66.37\|495323;2026-05-29\|66.61\|-4.16\|69.00\|69.32\|64.80\|415667;2026-06-01\|62.05\|-6.85\|65.55\|66.61\|61.60\|343670;2026-06-02\|62.01\|-0.06\|61.99\|63.41\|59.73\|277165;2026-06-03\|64.66\|4.27\|63.97\|66.68\|63.41\|308087;2026-06-04\|63.78\|-1.36\|63.45\|66.80\|63.30\|211023;2026-06-05\|60.08\|-5.80\|62.60\|63.68\|59.88\|274956;2026-06-08\|56.35\|-6.21\|56.49\|59.00\|55.10\|213389;2026-06-09\|61.99\|10.01\|58.10\|61.99\|56.22\|213609;2026-06-10\|58.88\|-5.02\|60.89\|61.82\|57.59\|223504;2026-06-11\|58.39\|-0.83\|58.88\|60.52\|57.51\|191223;2026-06-12\|59.57\|2.02\|60.68\|62.44\|58.71\|298993;2026-06-15\|65.53\|10.01\|62.00\|65.53\|59.19\|304898;2026-06-16\|66.33\|1.52\|66.60\|68.94\|66.15\|260991;2026-06-17\|71.15\|7.27\|66.15\|71.81\|66.10\|250001;2026-06-18\|74.30\|4.43\|70.46\|74.69\|70.11\|278853;2026-06-22\|74.57\|0.36\|76.67\|78.82\|72.65\|325947;2026-06-23\|79.91\|7.16\|73.89\|82.03\|73.40\|375698;2026-06-24\|79.49\|-0.53\|78.05\|81.90\|76.00\|407208;2026-06-25\|80.83\|1.69\|79.48\|81.35\|77.25\|304428;2026-06-26\|83.13\|2.85\|80.00\|86.78\|79.51\|322438;2026-06-29\|90.13\|8.42\|85.65\|91.44\|85.08\|434682;2026-06-30\|99.14\|10.00\|90.69\|99.14\|89.00\|337749;2026-07-01\|92.20\|-7.00\|104.04\|104.43\|90.66\|477986;2026-07-02\|83.38\|-9.57\|88.43\|90.42\|82.98\|346744;2026-07-03\|80.77\|-3.13\|83.10\|84.77\|80.35\|268468;2026-07-06\|80.36\|-0.51\|81.50\|84.66\|78.34\|252073;2026-07-07\|79.74\|-0.77\|79.76\|81.51\|76.00\|195246;2026-07-08\|78.05\|-2.12\|79.99\|81.98\|74.50\|195164;2026-07-09\|79.58\|1.96\|80.60\|80.86\|74.01\|319851;2026-07-10\|73.34\|-7.84\|80.50\|82.50\|73.20\|359218;2026-07-13\|67.29\|-8.25\|70.47\|73.90\|66.90\|297110;2026-07-14\|70.16\|4.27\|67.39\|71.79\|65.99\|235160;2026-07-15\|64.78\|-7.67\|71.56\|71.56\|64.06\|216175;2026-07-16\|59.11\|-8.75\|63.80\|64.46\|58.98\|221256;2026-07-17\|53.58\|-9.36\|59.10\|60.00\|53.58\|240736;2026-07-20\|48.95\|-8.64\|55.50\|56.38\|48.22\|278609;2026-07-21\|53.85\|10.01\|50.02\|53.85\|45.14\|259931;2026-07-22\|56.10\|4.18\|54.89\|59.20\|54.87\|364653;2026-07-23\|55.60\|-0.89\|56.65\|56.98\|53.00\|296780;2026-07-24\|55.16\|-0.79\|55.00\|57.02\|54.01\|205719;2026-07-27\|56.26\|1.99\|55.17\|56.70\|53.02\|188740;2026-07-28\|50.63\|-10.01\|54.80\|55.64\|50.63\|224884;2026-07-29\|53.18\|5.04\|50.88\|54.00\|49.03\|324317;2026-07-30\|47.86\|-10.00\|52.87\|53.15\|47.86\|256560;2026-07-31\|48.70\|1.76\|51.80\|52.39\|48.70\|246045;2026-08-03\|45.83\|-5.89\|48.00\|48.60\|45.70\|195470;2026-08-04\|49.48\|7.96\|46.50\|49.99\|45.95\|217748;2026-08-05\|52.29\|5.68\|49.30\|53.06\|48.98\|196219;2026-08-06\|55.13\|5.43\|51.11\|55.58\|50.96\|220968;2026-08-07\|57.03\|3.45\|55.00\|57.92\|53.90\|208778;2026-08-10\|55.68\|-2.37\|57.33\|57.43\|54.21\|181814;2026-08-11\|56.30\|1.11\|55.50\|58.40\|55.01\|203266;2026-08-12\|57.38\|1.92\|56.31\|57.79\|55.60\|151020;2026-08-13\|58.52\|1.99\|58.00\|62.02\|57.43\|277607;2026-08-14\|58.24\|-0.48\|59.00\|59.51\|56.40\|206017;2026-08-17\|62.95\|8.09\|58.58\|63.22\|58.55\|207559;2026-08-18\|63.50\|0.87\|62.79\|64.40\|61.00\|246744;2026-08-19\|60.25\|-5.12\|61.00\|65.10\|58.66\|330102;2026-08-20\|59.45\|-1.33\|60.50\|60.61\|57.51\|216577;2026-08-21\|61.05\|2.69\|59.67\|63.85\|59.02\|208473;2026-08-24\|59.50\|-2.54\|61.08\|63.40\|58.00\|222465;2026-08-25\|58.67\|-1.40\|56.44\|59.96\|56.09\|209051;2026-08-26\|58.33\|-0.58\|58.89\|60.32\|57.80\|145768;2026-08-27\|60.49\|3.70\|58.95\|61.35\|57.76\|196991;2026-08-28\|58.91\|-2.61\|59.60\|61.50\|58.90\|136361;2026-08-31\|59.19\|0.48\|57.00\|59.29\|56.30\|158807;2026-09-01\|56.74\|-4.14\|59.10\|59.18\|56.20\|121838;2026-09-02\|55.40\|-2.36\|55.58\|56.19\|55.09\|89640;2026-09-03\|56.01\|1.10\|55.79\|57.12\|55.00\|95899;2026-09-04\|53.96\|-3.66\|56.36\|57.36\|53.30\|100331;2026-09-07\|55.15\|2.21\|54.86\|55.74\|53.98\|97260;2026-09-08\|54.17\|-1.78\|55.15\|55.65\|53.89\|83451;2026-09-09\|53.95\|-0.41\|54.84\|55.63\|53.70\|77435;2026-09-10\|53.77\|-0.33\|54.00\|54.65\|53.12\|75437;2026-09-11\|52.22\|-2.88\|53.50\|53.50\|50.55\|110020
121028	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：公司光刻机平行光源系统已交付用于芯片光刻工序，具备大孔径光学镜头量产能力；涨停缘由：国产光刻机加速突破背景下，核心光学部件供应商迎来战略价值重估；资金逻辑：半导体设备链向高壁垒零部件扩散，次新股叠加技术验证落地获资金快速响应；风险提示：光刻相关业务营收占比小、客户集中度高、研发投入转化周期长	公司已具备提供光刻机配套的大孔径光学镜头的能力；成功开发的光刻机平行光源系统可用于国产光刻机领域配套，并已交付多套系统用于接近式掩膜芯片光刻工序	2026-05-07\|108.08\|2.03\|105.00\|108.20\|103.50\|75539;2026-05-08\|104.05\|-3.73\|105.00\|106.68\|102.88\|61495;2026-05-11\|106.34\|2.20\|104.99\|107.36\|103.47\|59924;2026-05-12\|110.19\|3.62\|105.01\|110.19\|103.47\|94514;2026-05-13\|108.49\|-1.54\|107.06\|109.28\|106.51\|64160;2026-05-14\|103.56\|-4.54\|108.00\|111.00\|103.14\|67547;2026-05-15\|106.49\|2.83\|102.59\|110.88\|99.13\|88690;2026-05-18\|104.70\|-1.68\|104.22\|106.40\|102.20\|44512;2026-05-19\|109.43\|4.52\|103.18\|109.50\|102.00\|75048;2026-05-20\|117.62\|7.48\|109.01\|119.57\|108.50\|142383;2026-05-21\|119.92\|1.96\|117.57\|129.98\|115.68\|171780;2026-05-22\|131.93\|10.02\|118.94\|133.00\|114.32\|172617;2026-05-25\|132.50\|0.43\|127.00\|136.00\|122.53\|133113;2026-05-26\|119.53\|-9.79\|128.08\|128.59\|117.00\|112087;2026-05-27\|108.32\|-9.38\|117.00\|119.00\|108.00\|93335;2026-05-28\|110.00\|1.55\|106.26\|111.88\|105.10\|67256;2026-05-29\|97.00\|-11.82\|110.00\|110.00\|94.50\|100373;2026-06-01\|89.95\|-7.27\|96.19\|96.66\|89.72\|66065;2026-06-02\|90.47\|0.58\|89.98\|91.84\|88.41\|47381;2026-06-03\|92.11\|1.93\|90.90\|96.34\|90.37\|68294;2026-06-04\|95.17\|3.32\|90.60\|95.85\|89.98\|57344;2026-06-05\|95.81\|0.67\|93.00\|98.40\|90.87\|69557;2026-06-08\|87.03\|-9.16\|91.10\|92.83\|86.95\|63738;2026-06-09\|90.82\|4.35\|90.46\|91.81\|87.30\|47384;2026-06-10\|87.61\|-3.53\|89.11\|90.79\|87.00\|41215;2026-06-11\|90.63\|3.45\|86.88\|92.61\|86.10\|52624;2026-06-12\|93.87\|3.58\|92.90\|96.58\|91.10\|71068;2026-06-15\|95.95\|2.22\|92.16\|96.55\|90.01\|71412;2026-06-16\|95.54\|-0.43\|95.14\|96.60\|94.20\|56494;2026-06-17\|100.72\|5.42\|93.80\|101.05\|93.60\|88145;2026-06-18\|101.11\|0.39\|99.00\|102.47\|97.97\|74516;2026-06-22\|87.75\|-13.21\|90.10\|93.00\|83.99\|129103;2026-06-23\|88.15\|0.46\|87.03\|91.66\|84.29\|76019;2026-06-24\|91.92\|4.28\|87.01\|92.11\|86.33\|85721;2026-06-25\|87.60\|-4.70\|91.39\|91.50\|87.27\|72595;2026-06-26\|92.94\|6.10\|86.13\|96.00\|85.80\|112335;2026-06-29\|90.41\|-2.72\|91.90\|95.39\|85.58\|91031;2026-06-30\|103.55\|14.53\|90.68\|104.00\|89.80\|124914;2026-07-01\|121.00\|16.85\|105.62\|124.26\|104.95\|193063;2026-07-02\|112.25\|-7.23\|114.68\|117.00\|110.00\|106071;2026-07-03\|106.54\|-5.09\|113.36\|115.03\|106.20\|70437;2026-07-06\|101.20\|-5.01\|108.00\|109.99\|99.17\|66747;2026-07-07\|97.85\|-3.31\|101.15\|101.18\|95.71\|48206;2026-07-08\|97.72\|-0.13\|98.36\|101.08\|93.00\|54607;2026-07-09\|101.80\|4.18\|98.00\|101.80\|94.81\|64734;2026-07-10\|103.93\|2.09\|102.14\|116.69\|100.80\|108280;2026-07-13\|93.70\|-9.84\|103.16\|105.00\|93.20\|64997;2026-07-14\|91.78\|-2.05\|97.60\|97.65\|87.58\|61790;2026-07-15\|83.38\|-9.15\|92.90\|93.90\|82.59\|63580;2026-07-16\|77.05\|-7.59\|80.90\|82.36\|76.45\|58427;2026-07-17\|67.29\|-12.67\|75.89\|77.00\|67.02\|57685;2026-07-20\|58.53\|-13.02\|69.01\|70.08\|56.78\|73440;2026-07-21\|70.24\|20.01\|61.05\|70.24\|57.01\|93641;2026-07-22\|68.30\|-2.76\|70.27\|71.75\|67.30\|93718;2026-07-23\|67.08\|-1.79\|68.30\|69.01\|65.80\|51460;2026-07-24\|66.33\|-1.12\|66.41\|68.20\|65.12\|45666;2026-07-27\|68.43\|3.17\|66.16\|68.44\|63.98\|53136;2026-07-28\|82.12\|20.01\|82.12\|82.12\|82.12\|45116;2026-07-29\|75.30\|-8.30\|81.30\|81.30\|71.00\|159705;2026-07-30\|66.68\|-11.45\|70.41\|75.27\|66.61\|120751;2026-07-31\|67.40\|1.08\|71.00\|72.30\|67.13\|107535;2026-08-03\|62.88\|-6.71\|66.56\|66.83\|62.33\|78420;2026-08-04\|68.18\|8.43\|64.30\|68.47\|62.60\|87548;2026-08-05\|72.82\|6.81\|67.00\|72.97\|66.66\|91488;2026-08-06\|75.07\|3.09\|70.95\|75.50\|70.81\|87400;2026-08-07\|77.51\|3.25\|74.91\|78.11\|73.71\|78767;2026-08-10\|78.60\|1.41\|77.98\|78.75\|76.20\|65539;2026-08-11\|78.28\|-0.41\|78.00\|80.00\|76.66\|53410;2026-08-12\|81.66\|4.32\|78.99\|82.58\|78.56\|70765;2026-08-13\|79.31\|-2.88\|83.00\|83.12\|79.19\|60403;2026-08-14\|80.58\|1.60\|80.12\|80.88\|78.70\|43471;2026-08-17\|82.63\|2.54\|81.39\|82.63\|80.25\|46655;2026-08-18\|82.55\|-0.10\|82.01\|84.34\|80.88\|54424;2026-08-19\|76.80\|-6.97\|79.79\|81.34\|76.36\|51163;2026-08-20\|76.55\|-0.33\|78.48\|78.51\|75.63\|36386;2026-08-21\|76.80\|0.33\|76.24\|78.87\|74.47\|37567;2026-08-24\|76.55\|-0.33\|78.00\|78.00\|74.61\|43901;2026-08-25\|76.43\|-0.16\|75.55\|76.96\|72.85\|34178;2026-08-26\|76.00\|-0.56\|76.00\|77.50\|74.51\|30231;2026-08-27\|79.85\|5.07\|75.88\|80.48\|75.55\|35167;2026-08-28\|78.98\|-1.09\|79.59\|82.27\|78.88\|35122;2026-08-31\|80.38\|1.77\|77.00\|80.49\|77.00\|29829;2026-09-01\|77.42\|-3.68\|80.91\|82.41\|77.00\|33007;2026-09-02\|77.04\|-0.49\|76.26\|78.43\|75.20\|30587;2026-09-03\|77.33\|0.38\|77.51\|78.28\|75.95\|24007;2026-09-04\|74.18\|-4.07\|77.32\|78.66\|73.60\|32409;2026-09-07\|76.62\|3.29\|74.90\|77.15\|74.00\|32071;2026-09-08\|76.42\|-0.26\|76.29\|77.99\|74.91\|38718;2026-09-09\|75.80\|-0.81\|76.80\|78.43\|75.15\|32708;2026-09-10\|74.46\|-1.77\|74.61\|75.84\|74.21\|19541;2026-09-11\|72.47\|-2.67\|73.49\|74.00\|70.00\|26550
121027	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	半导体装备订单饱满+CMP设备+定增扩产+四川国资行业原因： 1、韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。 2、封测龙头甬矽电子、长电科技、通富微电近日集中披露大规模扩产计划，总投资规模超220亿元。公司原因： 1、据方正证券2026年6月24日研报，截至26年5月底，公司半导体装备在手订单金额达74.81亿元，较上年末增长30.02%，其中CMP设备在手订单307台，现有设备产能不足以保障在手订单及新增订单的交付能力。 2、据2026年6月23日公告，公司拟向特定对象发行A股股票，募资用于上海集成电路装备研发制造基地、晶圆再生扩产及高端半导体装备研发项目，以提升产业化能力，完善产品组合。 3、据2025年年度报告，公司CMP装备、减薄装备、划切装备、边缘抛光装备在先进封装与HBM产线实现批量交付，全球独创的减薄抛光一体机累计出货超20台，并获得多家头部企业重复订单。 4、据2025年年度报告，公司最终控制人为四川省政府国有资产监督管理委员会，属于国有企业。	公司是一家拥有核心自主知识产权的高端半导体设备制造商，主要从事半导体专用设备的研产销及技术服务，主要产品为化学机械抛光（CMP）设备	2026-05-07\|200.63\|3.78\|194.94\|202.23\|194.21\|72392;2026-05-08\|195.94\|-2.34\|198.00\|199.19\|191.98\|59384;2026-05-11\|206.89\|5.59\|199.03\|211.00\|197.97\|81598;2026-05-12\|235.14\|13.65\|206.30\|238.00\|203.13\|153924;2026-05-13\|250.71\|6.62\|225.00\|256.60\|223.89\|156971;2026-05-14\|250.50\|-0.08\|250.92\|257.38\|240.17\|97689;2026-05-15\|267.51\|6.79\|253.00\|288.68\|248.69\|158981;2026-05-18\|273.00\|2.05\|272.85\|286.68\|267.00\|154097;2026-05-19\|277.60\|1.69\|272.15\|282.10\|263.00\|117517;2026-05-20\|298.00\|7.35\|281.00\|301.69\|281.00\|125127;2026-05-21\|280.00\|-6.04\|302.20\|312.99\|280.00\|160189;2026-05-22\|276.28\|-1.33\|283.89\|289.96\|268.00\|131273;2026-05-25\|295.00\|6.78\|274.92\|304.68\|265.00\|140741;2026-05-26\|294.82\|-0.06\|293.48\|301.44\|283.33\|135112;2026-05-27\|281.98\|-4.36\|291.20\|302.91\|281.08\|115311;2026-05-28\|274.50\|-2.65\|280.66\|282.86\|270.07\|129421;2026-05-29\|261.29\|-4.81\|275.00\|279.50\|256.88\|130101;2026-06-01\|244.70\|-6.35\|261.00\|261.00\|242.80\|115375;2026-06-02\|244.76\|0.02\|245.00\|249.98\|238.18\|84140;2026-06-03\|247.86\|1.27\|245.50\|256.56\|241.66\|100927;2026-06-04\|255.08\|2.91\|243.65\|258.52\|243.00\|85163;2026-06-05\|248.00\|-2.78\|251.00\|257.96\|245.00\|81615;2026-06-08\|240.31\|-3.10\|235.01\|248.88\|233.56\|76068;2026-06-09\|255.20\|6.20\|246.00\|255.90\|243.19\|83786;2026-06-10\|182.22\|0.04\|180.00\|189.48\|178.56\|142860;2026-06-11\|186.74\|2.48\|180.31\|192.80\|180.00\|142716;2026-06-12\|184.00\|-1.47\|193.68\|198.89\|183.20\|192783;2026-06-15\|199.33\|8.33\|186.00\|200.68\|183.00\|174678;2026-06-16\|201.18\|0.93\|200.00\|205.50\|193.88\|149657;2026-06-17\|222.31\|10.50\|196.00\|222.88\|196.00\|198987;2026-06-18\|226.86\|2.05\|225.06\|232.33\|220.45\|160506;2026-06-22\|235.10\|3.63\|230.50\|237.50\|223.35\|166799;2026-06-23\|231.01\|-1.74\|231.82\|240.79\|225.01\|126279;2026-06-24\|242.49\|4.97\|230.52\|246.00\|228.00\|133069;2026-06-25\|252.50\|4.13\|248.00\|257.96\|244.26\|133027;2026-06-26\|263.60\|4.40\|250.00\|265.99\|246.20\|136011;2026-06-29\|316.32\|20.00\|264.93\|316.32\|264.20\|183249;2026-06-30\|322.18\|1.85\|330.00\|332.55\|303.01\|207387;2026-07-01\|330.00\|2.43\|322.19\|356.64\|320.00\|190061;2026-07-02\|281.00\|-14.85\|307.86\|312.93\|275.98\|244152;2026-07-03\|267.50\|-4.80\|272.57\|279.66\|259.00\|225369;2026-07-06\|269.00\|0.56\|272.00\|277.74\|256.00\|173069;2026-07-07\|276.00\|2.60\|262.05\|284.84\|259.46\|167958;2026-07-08\|295.00\|6.88\|276.00\|298.00\|262.50\|187455;2026-07-09\|344.00\|16.61\|300.00\|348.00\|292.51\|191651;2026-07-10\|324.60\|-5.64\|342.92\|374.85\|324.00\|225057;2026-07-13\|325.51\|0.28\|314.05\|338.75\|314.05\|195611;2026-07-14\|309.00\|-5.07\|315.00\|331.97\|285.11\|253766;2026-07-15\|289.98\|-6.16\|313.00\|316.60\|282.83\|177745;2026-07-16\|258.43\|-10.88\|282.49\|287.99\|257.00\|161425;2026-07-17\|241.67\|-6.49\|258.43\|265.50\|240.88\|197791;2026-07-20\|227.97\|-5.67\|247.00\|252.99\|221.02\|190285;2026-07-21\|273.56\|20.00\|235.00\|273.56\|216.00\|223653;2026-07-22\|273.00\|-0.20\|265.00\|284.11\|260.01\|215947;2026-07-23\|258.55\|-5.29\|275.13\|279.87\|255.01\|151526;2026-07-24\|263.90\|2.07\|253.77\|277.25\|250.00\|155144;2026-07-27\|271.50\|2.88\|261.28\|278.88\|252.50\|149470;2026-07-28\|258.00\|-4.97\|269.36\|273.00\|256.01\|145656;2026-07-29\|268.70\|4.15\|258.12\|268.76\|236.46\|192805;2026-07-30\|268.28\|-0.16\|262.00\|283.99\|247.06\|203702;2026-07-31\|256.98\|-4.21\|300.00\|300.68\|255.11\|227906;2026-08-03\|226.99\|-11.67\|248.00\|249.60\|222.20\|204307;2026-08-04\|228.11\|0.49\|227.36\|236.16\|222.50\|170245;2026-08-05\|243.00\|6.53\|225.00\|247.00\|223.50\|203469;2026-08-06\|244.60\|0.66\|235.00\|250.00\|230.20\|154731;2026-08-07\|259.30\|6.01\|244.57\|261.50\|240.80\|148798;2026-08-10\|263.53\|1.63\|259.30\|272.85\|255.00\|125574;2026-08-11\|268.33\|1.82\|258.31\|278.50\|258.23\|161337;2026-08-12\|273.33\|1.86\|269.91\|273.60\|265.38\|110882;2026-08-13\|262.99\|-3.78\|276.01\|279.00\|262.00\|108084;2026-08-14\|263.42\|0.16\|266.90\|268.33\|258.80\|86450;2026-08-17\|277.44\|5.32\|263.42\|278.93\|258.80\|111776;2026-08-18\|288.68\|4.05\|277.34\|289.35\|274.06\|117511;2026-08-19\|271.54\|-5.94\|280.00\|288.59\|266.00\|135126;2026-08-20\|280.50\|3.30\|275.00\|283.50\|271.55\|94649;2026-08-21\|271.70\|-3.14\|278.35\|280.50\|268.76\|79949;2026-08-24\|266.66\|-1.85\|273.00\|275.00\|261.00\|81756;2026-08-25\|262.50\|-1.56\|264.07\|268.18\|254.07\|87603;2026-08-26\|262.18\|-0.12\|262.00\|266.48\|255.55\|67946;2026-08-27\|267.10\|1.88\|263.88\|272.24\|260.36\|83139;2026-08-28\|260.52\|-2.46\|264.00\|272.00\|260.20\|60534;2026-08-31\|260.64\|0.05\|254.60\|261.70\|248.90\|84835;2026-09-01\|253.88\|-2.59\|259.95\|263.47\|252.00\|64951;2026-09-02\|250.38\|-1.38\|249.10\|254.00\|245.00\|59418;2026-09-03\|250.25\|-0.05\|252.11\|254.67\|249.36\|50340;2026-09-04\|243.49\|-2.70\|254.63\|257.84\|241.30\|68492;2026-09-07\|246.20\|1.11\|245.01\|252.85\|240.11\|82077;2026-09-08\|242.00\|-1.71\|246.89\|248.88\|241.11\|55935;2026-09-09\|240.30\|-0.70\|246.84\|246.84\|239.40\|49200;2026-09-10\|243.76\|1.44\|238.60\|246.38\|235.41\|54878;2026-09-11\|236.44\|-3.00\|243.50\|244.70\|230.36\|7287065
121026	华为新手机有望搭载基于韬定律的新麒麟芯片；长鑫科技即将上市	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-05-07\|479.56\|3.32\|467.13\|483.39\|457.21\|50139;2026-05-08\|463.05\|-3.44\|471.17\|479.56\|456.72\|47377;2026-05-11\|504.18\|8.88\|475.00\|516.96\|468.86\|84239;2026-05-12\|507.02\|0.56\|500.00\|514.98\|490.00\|56754;2026-05-13\|515.02\|1.58\|499.00\|523.00\|487.01\|60626;2026-05-14\|493.00\|-4.28\|520.00\|525.00\|491.17\|52326;2026-05-15\|529.94\|7.49\|493.00\|565.00\|472.06\|105704;2026-05-18\|525.21\|-0.89\|540.00\|556.00\|520.01\|89217;2026-05-19\|554.93\|5.66\|525.21\|562.78\|508.00\|83496;2026-05-20\|634.88\|14.41\|570.00\|636.27\|566.03\|123297;2026-05-21\|606.20\|-4.52\|648.01\|698.00\|601.00\|151151;2026-05-22\|616.98\|1.78\|606.00\|636.00\|578.00\|123410;2026-05-25\|721.00\|16.86\|602.00\|740.05\|583.85\|146309;2026-05-26\|750.00\|4.02\|721.12\|779.00\|696.00\|124141;2026-05-27\|667.00\|-11.07\|742.50\|744.00\|664.97\|131486;2026-05-28\|672.61\|0.84\|664.97\|700.00\|641.12\|117126;2026-05-29\|627.99\|-6.63\|669.45\|669.45\|618.03\|115296;2026-06-01\|583.35\|-7.11\|611.00\|622.00\|580.62\|97694;2026-06-02\|596.00\|2.17\|585.00\|605.99\|575.00\|103612;2026-06-03\|615.49\|3.27\|590.00\|641.80\|589.12\|119211;2026-06-04\|623.02\|1.28\|601.00\|636.00\|596.01\|91215;2026-06-05\|582.30\|-6.54\|601.98\|616.44\|579.00\|88281;2026-06-08\|568.47\|-2.38\|550.00\|583.00\|548.00\|82503;2026-06-09\|597.00\|5.02\|582.05\|603.88\|572.00\|72676;2026-06-10\|618.00\|3.52\|586.00\|634.94\|586.00\|102679;2026-06-11\|655.27\|6.03\|602.01\|656.85\|602.01\|109942;2026-06-12\|645.18\|-1.54\|699.00\|716.74\|641.00\|154919;2026-06-15\|669.69\|3.80\|650.01\|674.30\|615.10\|90565;2026-06-16\|655.80\|-2.07\|678.00\|679.99\|640.00\|88595;2026-06-17\|740.00\|12.84\|640.02\|740.88\|638.38\|118080;2026-06-18\|734.00\|-0.81\|730.00\|754.10\|721.65\|89339;2026-06-22\|748.01\|1.91\|740.00\|766.00\|708.90\|82975;2026-06-23\|770.00\|2.94\|739.95\|778.68\|702.44\|93039;2026-06-24\|820.00\|6.49\|736.00\|838.00\|736.00\|88363;2026-06-25\|823.00\|0.37\|829.20\|861.08\|799.99\|77167;2026-06-26\|832.00\|1.09\|806.66\|865.00\|790.00\|80245;2026-07-13\|845.00\|1.56\|890.99\|910.00\|680.05\|224661;2026-07-14\|850.01\|0.59\|805.00\|945.00\|805.00\|170267;2026-07-15\|774.00\|-8.94\|860.00\|877.70\|765.01\|129709;2026-07-16\|722.00\|-6.72\|735.02\|765.00\|710.00\|82546;2026-07-17\|699.08\|-3.17\|718.42\|752.00\|683.34\|103627;2026-07-20\|637.05\|-8.87\|718.79\|725.00\|621.00\|106407;2026-07-21\|764.46\|20.00\|657.00\|764.46\|613.81\|117239;2026-07-22\|791.08\|3.48\|762.00\|819.90\|761.36\|114839;2026-07-23\|743.00\|-6.08\|791.08\|798.00\|732.00\|79043;2026-07-24\|791.00\|6.46\|728.00\|809.00\|720.00\|90569;2026-07-27\|791.90\|0.11\|770.05\|818.88\|735.89\|91317;2026-07-28\|710.00\|-10.34\|753.51\|788.00\|703.38\|86546;2026-07-29\|700.87\|-1.29\|707.00\|729.78\|651.58\|94277;2026-07-30\|642.00\|-8.40\|682.00\|709.00\|642.00\|82243;2026-07-31\|664.97\|3.58\|709.00\|727.27\|662.00\|86265;2026-08-03\|591.86\|-10.99\|655.24\|659.33\|579.79\|101060;2026-08-04\|604.50\|2.14\|596.01\|618.86\|570.00\|89408;2026-08-05\|677.88\|12.14\|605.03\|692.99\|601.00\|112113;2026-08-06\|682.03\|0.61\|646.00\|709.00\|646.00\|82251;2026-08-07\|690.65\|1.26\|680.00\|702.91\|670.00\|72183;2026-08-10\|728.00\|5.41\|693.46\|729.00\|685.00\|72753;2026-08-11\|700.00\|-3.85\|710.00\|728.42\|693.13\|59237;2026-08-12\|703.03\|0.43\|708.00\|718.95\|695.00\|67648;2026-08-13\|685.11\|-2.55\|717.00\|718.58\|683.13\|66416;2026-08-14\|688.20\|0.45\|695.00\|706.80\|676.06\|48674;2026-08-17\|719.01\|4.48\|688.00\|721.30\|681.82\|63330;2026-08-18\|755.46\|5.07\|719.93\|755.69\|719.93\|69972;2026-08-19\|690.00\|-8.66\|725.00\|743.00\|683.34\|73870;2026-08-20\|671.26\|-2.72\|699.99\|709.43\|661.60\|63586;2026-08-21\|673.50\|0.33\|677.00\|699.66\|670.30\|50471;2026-08-24\|684.13\|1.58\|680.00\|706.56\|666.00\|58701;2026-08-25\|654.99\|-4.26\|677.57\|677.97\|633.35\|58194;2026-08-26\|675.06\|3.06\|651.00\|686.50\|645.01\|44170;2026-08-27\|693.00\|2.66\|674.90\|698.00\|664.11\|49597;2026-08-28\|669.29\|-3.42\|690.00\|695.00\|668.11\|34555;2026-08-31\|677.86\|1.28\|654.00\|682.18\|645.66\|38935;2026-09-01\|650.51\|-4.03\|684.42\|684.42\|648.56\|38829;2026-09-02\|644.31\|-0.95\|645.15\|656.56\|636.01\|32278;2026-09-03\|641.04\|-0.51\|654.00\|658.00\|636.62\|27786;2026-09-04\|621.93\|-2.98\|645.00\|654.39\|620.00\|41347;2026-09-07\|651.92\|4.82\|638.00\|658.88\|623.00\|41369;2026-09-08\|632.00\|-3.06\|648.95\|650.00\|616.30\|41539;2026-09-09\|631.18\|-0.13\|645.84\|646.00\|627.01\|27156;2026-09-10\|630.95\|-0.04\|627.37\|638.66\|620.05\|21574;2026-09-11\|617.03\|-2.21\|618.00\|625.88\|602.25\|4116242

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

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yuanbaoreason