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
112692		ST摘帽预期+汽车铝型材+业绩改善行业原因：五矿期货指出，美伊谈判不确定性仍大，仍需关注谈判进展。产业上看铜矿供应维持紧张，废铜原料供应同样偏紧，尽管下游临近淡季，但国内累库压力仍不大。在COMEX-LME铜价差偏强的背景下，短期铜价支撑较强，预计维持高位震荡走势。公司原因： 1、据2026年5月27日互动易，2026年第一季度公司营业收入同比增长17.78%，归母净利润亏损同比收窄38.65%，营收同比改善，亏损同比收窄。 2、据2026年5月19日投资者关系活动记录表，公司确定了以汽车零部件为主的发展方向，并积极采取措施力争撤销退市风险警示；据2026年5月12日及5月14日互动易，间接控股股东江苏步步高置业有限公司已累计向上市公司提供财务资助1.5亿元，并拟追加2000万元无息借款。 3、据2025年年报，公司主要从事工业铝型材、汽车轻量化产品及新能源产品的研发与生产，产品如新能源电池壳体、防撞梁等已在高端车型中广泛应用。	公司拟1.11亿元收购金利股份控制权，快速切入再生铝赛道	2026-03-04\|1.95\|-0.51\|1.92\|1.98\|1.91\|735264;2026-03-05\|2.02\|3.59\|2.00\|2.04\|1.97\|885101;2026-03-06\|1.99\|-1.49\|2.00\|2.01\|1.96\|635771;2026-03-09\|2.00\|0.50\|1.98\|2.01\|1.95\|666770;2026-03-10\|1.99\|-0.50\|2.01\|2.02\|1.97\|576418;2026-03-11\|1.96\|-1.51\|1.98\|1.98\|1.95\|621016;2026-03-12\|1.96\|0.00\|1.96\|1.98\|1.95\|534179;2026-03-13\|1.94\|-1.02\|1.95\|1.98\|1.93\|724222;2026-03-16\|2.03\|4.64\|1.93\|2.03\|1.93\|1496328;2026-03-17\|2.00\|-1.48\|2.04\|2.07\|1.99\|802498;2026-03-18\|1.96\|-2.00\|2.00\|2.01\|1.95\|655134;2026-03-19\|1.93\|-1.53\|1.94\|1.96\|1.92\|637091;2026-03-20\|1.89\|-2.07\|1.93\|1.94\|1.88\|638535;2026-03-23\|1.73\|-8.47\|1.85\|1.86\|1.71\|1061686;2026-03-24\|1.84\|6.36\|1.77\|1.85\|1.75\|988188;2026-03-25\|1.87\|1.63\|1.85\|1.87\|1.83\|736537;2026-03-26\|1.79\|-4.28\|1.86\|1.87\|1.78\|653458;2026-03-27\|1.85\|3.35\|1.77\|1.86\|1.76\|634240;2026-03-30\|2.04\|10.27\|1.95\|2.04\|1.94\|1331276;2026-03-31\|2.07\|1.47\|2.07\|2.16\|2.05\|2950428;2026-04-01\|1.98\|-4.35\|2.05\|2.06\|1.95\|1740135;2026-04-02\|1.90\|-4.04\|1.99\|2.00\|1.89\|1077938;2026-04-03\|1.96\|3.16\|1.89\|2.03\|1.81\|1465586;2026-04-07\|1.91\|-2.55\|1.92\|1.93\|1.85\|793130;2026-04-08\|1.94\|1.57\|1.90\|1.94\|1.89\|885549;2026-04-09\|1.88\|-3.09\|1.91\|1.92\|1.87\|657902;2026-04-10\|1.86\|-1.06\|1.88\|1.90\|1.86\|532045;2026-04-13\|1.85\|-0.54\|1.83\|1.86\|1.82\|492766;2026-04-14\|1.84\|-0.54\|1.86\|1.88\|1.80\|656283;2026-04-15\|1.80\|-2.17\|1.84\|1.84\|1.78\|597166;2026-04-16\|1.82\|1.11\|1.79\|1.83\|1.79\|411215;2026-04-17\|1.84\|1.10\|1.75\|1.85\|1.64\|2253121;2026-04-20\|1.96\|6.52\|1.78\|2.00\|1.73\|2649433;2026-04-21\|1.84\|-6.12\|1.95\|1.95\|1.82\|1655396;2026-04-22\|1.75\|-4.89\|1.82\|1.83\|1.74\|1144096;2026-04-23\|1.71\|-2.29\|1.75\|1.75\|1.69\|719894;2026-04-24\|1.68\|-1.75\|1.68\|1.71\|1.66\|723042;2026-04-27\|1.60\|-4.76\|1.65\|1.65\|1.55\|1216590;2026-04-28\|1.56\|-2.50\|1.58\|1.60\|1.55\|808473;2026-04-30\|1.48\|-5.13\|1.48\|1.48\|1.48\|207046;2026-05-06\|1.41\|-4.73\|1.41\|1.41\|1.41\|130481;2026-05-07\|1.34\|-4.96\|1.34\|1.34\|1.34\|165164;2026-05-08\|1.27\|-5.22\|1.27\|1.27\|1.27\|176428;2026-05-11\|1.33\|4.72\|1.22\|1.33\|1.22\|1331553;2026-05-12\|1.40\|5.26\|1.40\|1.40\|1.40\|81565;2026-05-13\|1.47\|5.00\|1.47\|1.47\|1.40\|1475238;2026-05-14\|1.54\|4.76\|1.47\|1.54\|1.46\|1103381;2026-05-15\|1.46\|-5.19\|1.54\|1.58\|1.46\|1067985;2026-05-18\|1.42\|-2.74\|1.49\|1.50\|1.39\|740509;2026-05-19\|1.44\|1.41\|1.41\|1.44\|1.35\|603982;2026-05-20\|1.37\|-4.86\|1.41\|1.42\|1.37\|456855;2026-05-21\|1.39\|1.46\|1.39\|1.43\|1.38\|476970;2026-05-22\|1.46\|5.04\|1.40\|1.46\|1.38\|556871;2026-05-25\|1.49\|2.05\|1.50\|1.53\|1.47\|791262;2026-05-26\|1.44\|-3.36\|1.49\|1.50\|1.42\|583409;2026-05-27\|1.45\|0.69\|1.44\|1.50\|1.42\|455793;2026-05-28\|1.47\|1.38\|1.44\|1.48\|1.42\|315683;2026-05-29\|1.44\|-2.04\|1.45\|1.49\|1.43\|372039;2026-06-01\|1.43\|-0.69\|1.43\|1.44\|1.40\|387629;2026-06-02\|1.50\|4.90\|1.44\|1.50\|1.44\|621190;2026-06-03\|1.58\|5.33\|1.58\|1.58\|1.58\|71064;2026-06-04\|1.66\|5.06\|1.66\|1.66\|1.66\|64155;2026-06-05\|1.70\|2.41\|1.66\|1.74\|1.58\|1701965;2026-06-08\|1.62\|-4.71\|1.63\|1.72\|1.62\|858045;2026-06-09\|1.58\|-2.47\|1.63\|1.66\|1.57\|479590;2026-06-10\|1.50\|-5.06\|1.56\|1.58\|1.50\|483862;2026-06-11\|1.51\|0.67\|1.48\|1.53\|1.43\|457788;2026-06-12\|1.49\|-1.32\|1.52\|1.54\|1.48\|355186;2026-06-15\|1.51\|1.34\|1.50\|1.56\|1.50\|330007;2026-06-16\|1.50\|-0.66\|1.49\|1.51\|1.45\|345226;2026-06-17\|1.44\|-4.00\|1.49\|1.49\|1.44\|333955;2026-06-18\|1.39\|-3.47\|1.43\|1.45\|1.38\|359927;2026-06-22\|1.36\|-2.16\|1.40\|1.42\|1.32\|398830;2026-06-23\|1.35\|-0.74\|1.35\|1.41\|1.34\|340762;2026-06-24\|1.29\|-4.44\|1.33\|1.34\|1.28\|382613;2026-06-25\|1.24\|-3.88\|1.29\|1.30\|1.23\|355578;2026-06-26\|1.25\|0.81\|1.25\|1.29\|1.19\|403789;2026-06-29\|1.22\|-2.40\|1.25\|1.26\|1.20\|281589;2026-06-30\|1.27\|4.10\|1.21\|1.27\|1.19\|286019;2026-07-01\|1.30\|2.36\|1.24\|1.32\|1.24\|415644;2026-07-02\|1.32\|1.54\|1.29\|1.34\|1.28\|302011;2026-07-03\|1.39\|5.30\|1.32\|1.39\|1.31\|373402;2026-07-06\|1.35\|-2.88\|1.40\|1.44\|1.34\|427778;2026-07-07\|1.24\|-8.15\|1.35\|1.35\|1.22\|509822;2026-07-08\|1.31\|5.65\|1.26\|1.35\|1.26\|403878;2026-07-09\|1.32\|0.76\|1.28\|1.35\|1.27\|339688;2026-07-10\|1.31\|-0.76\|1.31\|1.33\|1.27\|285352;2026-07-13\|1.28\|-2.29\|1.33\|1.34\|1.27\|255761
112691		一季报增长+碳化硅+苹果概念行业原因：据界面新闻，当地时间6月14日，知名苹果产业链记者马克・古尔曼指出，苹果下一代操作系统iOS 27与macOS 27的开发者测试版中，涌现大量底层代码、交互逻辑与适配接口线索，这意味着折叠屏iPhone和触屏MacBook即将到来。公司原因： 1、据2026年4月30日投资者关系活动记录表及2026年4月18日一季报，公司2026年第一季度营收6.08亿元，同比增长41.97%，归母净利润2379.68万元，同比增长118.59%，主要系新能源汽车、半导体材料和消费电子等主营业务毛利增加。 2、据2026年4月18日年报，公司半导体材料主要产品为碳化硅单晶晶锭和碳化硅单晶衬底，可广泛应用于新能源汽车主驱逆变器等领域；公司在审慎收缩衬底生产规模的同时，将资金聚焦于技术研发和质量提升。 3、据2026年4月18日年报，公司消费电子产品包括超微细电子线材及无线充电隔磁材料，与富士康等配套厂商合作间接供应苹果等品牌，用于无线充电模块等领域。	无线充电材料及器件领先厂商，主要包括超微细电子线材、无线充电隔磁材料	2026-03-04\|16.49\|-1.26\|16.42\|16.80\|16.33\|29817;2026-03-05\|16.55\|0.36\|16.65\|16.86\|16.52\|31409;2026-03-06\|16.80\|1.51\|16.55\|16.83\|16.41\|20169;2026-03-09\|16.79\|-0.06\|16.51\|16.79\|16.42\|24897;2026-03-10\|17.29\|2.98\|16.90\|17.29\|16.90\|33577;2026-03-11\|17.28\|-0.06\|17.30\|17.50\|17.22\|27749;2026-03-12\|17.19\|-0.52\|17.34\|17.34\|17.13\|16989;2026-03-13\|17.03\|-0.93\|17.16\|17.26\|16.98\|20083;2026-03-16\|17.12\|0.53\|17.00\|17.13\|16.92\|14989;2026-03-17\|16.74\|-2.22\|17.05\|17.18\|16.72\|25756;2026-03-18\|16.74\|0.00\|16.78\|16.82\|16.57\|19119;2026-03-19\|16.46\|-1.67\|16.60\|16.66\|16.40\|23457;2026-03-20\|15.92\|-3.28\|16.50\|16.55\|15.92\|24941;2026-03-23\|15.12\|-5.03\|15.51\|15.79\|15.12\|33148;2026-03-24\|15.15\|0.20\|15.23\|15.24\|14.68\|36847;2026-03-25\|15.60\|2.97\|15.24\|15.66\|15.19\|24716;2026-03-26\|15.24\|-2.31\|15.60\|15.66\|15.19\|21169;2026-03-27\|15.43\|1.25\|15.07\|15.46\|15.01\|19230;2026-03-30\|15.42\|-0.06\|15.16\|15.47\|15.12\|14722;2026-03-31\|15.36\|-0.39\|15.39\|15.70\|15.31\|20581;2026-04-01\|15.40\|0.26\|15.56\|15.60\|15.30\|24088;2026-04-02\|14.88\|-3.38\|15.40\|15.40\|14.83\|29765;2026-04-03\|14.38\|-3.36\|14.93\|14.99\|14.37\|25230;2026-04-07\|14.44\|0.42\|14.38\|14.54\|14.36\|15639;2026-04-08\|15.16\|4.99\|14.70\|15.16\|14.70\|29361;2026-04-09\|15.43\|1.78\|15.12\|15.65\|14.97\|32586;2026-04-10\|15.61\|1.17\|15.49\|15.87\|15.49\|21713;2026-04-13\|16.27\|4.23\|15.50\|16.38\|15.50\|33386;2026-04-14\|16.15\|-0.74\|16.39\|16.48\|15.94\|20512;2026-04-15\|16.44\|1.80\|16.26\|16.72\|16.10\|32003;2026-04-16\|16.65\|1.28\|16.44\|16.81\|16.44\|19300;2026-04-17\|16.72\|0.42\|16.70\|16.78\|16.33\|26957;2026-04-20\|17.56\|5.02\|17.10\|17.56\|17.01\|82295;2026-04-21\|18.12\|3.19\|17.70\|18.42\|17.69\|120050;2026-04-22\|17.80\|-1.77\|17.96\|18.24\|17.62\|57053;2026-04-23\|17.76\|-0.22\|17.69\|17.99\|17.60\|40645;2026-04-24\|18.58\|4.62\|17.63\|18.65\|17.63\|74096;2026-04-27\|18.37\|-1.13\|18.56\|19.05\|18.15\|66212;2026-04-28\|18.42\|0.27\|18.11\|18.75\|17.96\|47394;2026-04-29\|18.58\|0.87\|18.39\|18.88\|18.30\|44423;2026-04-30\|18.08\|-2.69\|18.48\|18.57\|18.04\|35029;2026-05-06\|18.11\|0.17\|18.10\|18.22\|17.78\|61983;2026-05-07\|18.16\|0.28\|18.10\|18.25\|17.96\|35784;2026-05-08\|18.52\|1.98\|18.19\|18.74\|18.02\|39232;2026-05-11\|18.94\|2.27\|18.52\|19.27\|18.29\|48484;2026-05-12\|19.04\|0.53\|19.08\|19.30\|18.75\|31224;2026-05-13\|19.99\|4.99\|18.86\|19.99\|18.80\|35867;2026-05-14\|20.99\|5.00\|20.30\|20.99\|20.30\|24162;2026-05-15\|21.75\|3.62\|22.04\|22.04\|21.28\|142394;2026-05-18\|21.72\|-0.14\|20.66\|22.44\|20.66\|132618;2026-05-19\|21.77\|0.23\|21.56\|22.43\|21.07\|72902;2026-05-20\|22.08\|1.42\|21.60\|22.32\|20.90\|57873;2026-05-21\|21.37\|-3.22\|22.21\|22.95\|21.32\|68759;2026-05-22\|22.44\|5.01\|21.41\|22.44\|21.41\|36444;2026-05-25\|23.56\|4.99\|23.24\|23.56\|22.95\|12189;2026-05-26\|24.74\|5.01\|24.70\|24.74\|24.31\|25533;2026-05-27\|25.61\|3.52\|25.15\|25.95\|24.50\|116154;2026-05-28\|24.97\|-2.50\|25.41\|26.70\|24.40\|72836;2026-05-29\|24.32\|-2.60\|25.05\|25.49\|24.10\|48236;2026-06-01\|23.46\|-3.54\|24.32\|24.49\|23.17\|58662;2026-06-02\|23.49\|0.13\|23.80\|23.97\|22.61\|43419;2026-06-03\|24.66\|4.98\|23.74\|24.66\|23.51\|14141;2026-06-04\|24.88\|0.89\|25.15\|25.80\|24.15\|53187;2026-06-05\|23.64\|-4.98\|24.58\|24.91\|23.64\|34489;2026-06-08\|23.72\|0.34\|22.46\|24.24\|22.46\|27437;2026-06-09\|24.57\|3.58\|24.30\|24.65\|23.71\|21143;2026-06-10\|24.72\|0.61\|24.45\|25.00\|23.88\|29402;2026-06-11\|24.28\|-1.78\|24.40\|24.89\|24.02\|23422;2026-06-12\|25.49\|4.98\|24.68\|25.49\|24.68\|65341;2026-06-15\|26.76\|4.98\|25.50\|26.76\|25.49\|55911;2026-06-16\|26.96\|0.75\|27.30\|27.80\|26.45\|55956;2026-06-17\|27.59\|2.34\|27.50\|28.22\|26.96\|39717;2026-06-18\|28.97\|5.00\|27.59\|28.97\|27.33\|27683;2026-06-22\|30.42\|5.01\|30.42\|30.42\|30.42\|4007;2026-06-23\|31.94\|5.00\|31.94\|31.94\|31.94\|2454;2026-06-24\|33.54\|5.01\|33.00\|33.54\|31.00\|96611;2026-06-25\|35.22\|5.01\|35.22\|35.22\|35.21\|9467;2026-06-26\|36.98\|5.00\|36.98\|36.98\|36.50\|33670;2026-06-29\|35.13\|-5.00\|38.35\|38.35\|35.13\|17227;2026-06-30\|33.37\|-5.01\|33.37\|33.37\|33.37\|19256;2026-07-01\|35.04\|5.00\|33.99\|35.04\|33.99\|18945;2026-07-02\|35.66\|1.77\|35.32\|36.78\|33.50\|74016;2026-07-03\|36.00\|0.95\|34.50\|36.82\|34.50\|42274;2026-07-06\|33.10\|-8.06\|36.87\|37.35\|32.90\|61687;2026-07-07\|32.19\|-2.75\|33.33\|34.59\|30.30\|51190;2026-07-08\|30.40\|-5.56\|32.00\|32.44\|29.84\|33898;2026-07-09\|31.82\|4.67\|31.00\|32.90\|29.50\|35757;2026-07-10\|29.90\|-6.03\|31.61\|32.79\|29.90\|30859;2026-07-13\|28.30\|-5.35\|29.89\|30.29\|28.10\|27333
112690		国资控股+生态文旅+诉讼风险行业原因：中银证券研报指出，“反内卷”、“太空光伏”是2026年光伏投资双主线，马斯克团队开始针对国内厂商进行调研，光伏设备景气度进一步提升，短期设备订单具备增量订单，长期看好国内优势材料兑现海外增量利润。公司原因： 1、据2025年半年度报告，公司实施“生态+文旅”双轮驱动，聚焦生态环境建设、水务水环境治理、文化旅游三大核心业务，持有水利水电施工总承包一级、风景园林工程设计专项甲级等核心资质。 2、据2024年度报告，公司最终控制人为中山火炬高技术产业开发区管理委员会，具备中山国资背景。 3、据2026年2月6日公告，截至2026年2月4日公司及控股子公司连续十二个月内新增未披露诉讼、仲裁涉案金额约1.43亿元，占最近一期经审计归母净资产13.42%，公司提示诉讼结果及业绩影响存在不确定性。	公司收到行政处罚事先告知书	2026-03-04\|1.70\|1.19\|1.68\|1.71\|1.65\|598874;2026-03-05\|1.69\|-0.59\|1.72\|1.73\|1.68\|427771;2026-03-06\|1.77\|4.73\|1.68\|1.77\|1.67\|800231;2026-03-09\|1.76\|-0.56\|1.75\|1.79\|1.71\|721421;2026-03-10\|1.76\|0.00\|1.78\|1.81\|1.75\|536272;2026-03-11\|1.74\|-1.14\|1.75\|1.77\|1.72\|512094;2026-03-12\|1.78\|2.30\|1.73\|1.81\|1.73\|700453;2026-03-13\|1.74\|-2.25\|1.77\|1.77\|1.73\|603890;2026-03-16\|1.73\|-0.57\|1.72\|1.75\|1.70\|472843;2026-03-17\|1.75\|1.16\|1.78\|1.82\|1.74\|1237221;2026-03-18\|1.71\|-2.29\|1.72\|1.73\|1.66\|735411;2026-03-19\|1.70\|-0.58\|1.69\|1.71\|1.68\|430749;2026-03-20\|1.69\|-0.59\|1.70\|1.72\|1.68\|348250;2026-03-23\|1.61\|-4.73\|1.67\|1.67\|1.61\|574217;2026-03-24\|1.65\|2.48\|1.65\|1.65\|1.60\|387844;2026-03-25\|1.68\|1.82\|1.65\|1.70\|1.64\|489474;2026-03-26\|1.64\|-2.38\|1.67\|1.67\|1.63\|365708;2026-03-27\|1.65\|0.61\|1.62\|1.66\|1.61\|409238;2026-03-30\|1.63\|-1.21\|1.62\|1.66\|1.62\|450242;2026-03-31\|1.63\|0.00\|1.64\|1.66\|1.62\|376696;2026-04-01\|1.68\|3.07\|1.71\|1.71\|1.67\|1055734;2026-04-02\|1.69\|0.60\|1.66\|1.74\|1.65\|710440;2026-04-03\|1.64\|-2.96\|1.70\|1.72\|1.64\|627448;2026-04-07\|1.64\|0.00\|1.63\|1.66\|1.62\|385710;2026-04-08\|1.67\|1.83\|1.66\|1.69\|1.64\|516570;2026-04-09\|1.64\|-1.80\|1.65\|1.67\|1.63\|393212;2026-04-10\|1.64\|0.00\|1.64\|1.66\|1.63\|341671;2026-04-13\|1.66\|1.22\|1.63\|1.67\|1.62\|498202;2026-04-14\|1.67\|0.60\|1.65\|1.69\|1.64\|458890;2026-04-15\|1.65\|-1.20\|1.67\|1.69\|1.64\|359281;2026-04-16\|1.66\|0.61\|1.66\|1.68\|1.65\|496355;2026-04-17\|1.63\|-1.81\|1.66\|1.66\|1.62\|532958;2026-04-20\|1.62\|-0.61\|1.62\|1.63\|1.60\|447432;2026-04-21\|1.59\|-1.85\|1.61\|1.62\|1.58\|453172;2026-04-22\|1.53\|-3.77\|1.55\|1.56\|1.51\|833880;2026-04-23\|1.57\|2.61\|1.60\|1.61\|1.56\|791276;2026-04-24\|1.50\|-4.46\|1.51\|1.52\|1.49\|1020422;2026-04-27\|1.43\|-4.67\|1.48\|1.48\|1.43\|470295;2026-04-28\|1.42\|-0.70\|1.40\|1.46\|1.37\|784579;2026-04-30\|1.37\|-3.52\|1.40\|1.43\|1.35\|1312141;2026-05-06\|1.39\|1.46\|1.36\|1.43\|1.30\|1342431;2026-05-07\|1.33\|-4.32\|1.36\|1.37\|1.33\|745221;2026-05-08\|1.37\|3.01\|1.34\|1.39\|1.31\|587919;2026-05-11\|1.38\|0.73\|1.36\|1.39\|1.34\|537507;2026-05-12\|1.34\|-2.90\|1.37\|1.38\|1.34\|428843;2026-05-13\|1.32\|-1.49\|1.34\|1.35\|1.30\|502777;2026-05-14\|1.31\|-0.76\|1.32\|1.34\|1.30\|454309;2026-05-15\|1.24\|-5.34\|1.30\|1.30\|1.24\|730755;2026-05-18\|1.18\|-4.84\|1.20\|1.24\|1.18\|731880;2026-05-19\|1.17\|-0.85\|1.14\|1.20\|1.13\|648013;2026-05-20\|1.17\|0.00\|1.16\|1.23\|1.16\|575891;2026-05-21\|1.11\|-5.13\|1.15\|1.16\|1.11\|505567;2026-05-22\|1.05\|-5.41\|1.05\|1.05\|1.05\|147467;2026-05-25\|1.00\|-4.76\|1.00\|1.00\|1.00\|85780;2026-05-26\|0.95\|-5.00\|0.95\|1.04\|0.95\|1702380;2026-05-27\|0.90\|-5.26\|0.90\|0.90\|0.90\|127584;2026-05-28\|0.94\|4.44\|0.86\|0.95\|0.86\|2398505;2026-05-29\|0.91\|-3.19\|0.90\|0.98\|0.89\|1643631;2026-06-01\|0.91\|0.00\|0.86\|0.94\|0.86\|1401365;2026-06-02\|0.96\|5.49\|0.94\|0.96\|0.94\|375823;2026-06-03\|1.01\|5.21\|1.01\|1.01\|1.01\|61228;2026-06-04\|1.06\|4.95\|1.06\|1.06\|1.06\|58158;2026-06-05\|1.11\|4.72\|1.11\|1.11\|1.08\|1566126;2026-06-08\|1.17\|5.41\|1.12\|1.17\|1.08\|2015163;2026-06-09\|1.18\|0.85\|1.23\|1.23\|1.15\|700670;2026-06-10\|1.15\|-2.54\|1.21\|1.23\|1.12\|1595567;2026-06-11\|1.21\|5.22\|1.11\|1.21\|1.11\|1290891;2026-06-12\|1.25\|3.31\|1.26\|1.27\|1.23\|1688195;2026-06-15\|1.19\|-4.80\|1.19\|1.19\|1.19\|341544;2026-06-16\|1.13\|-5.04\|1.13\|1.16\|1.13\|1639243;2026-06-17\|1.07\|-5.31\|1.10\|1.11\|1.07\|728309;2026-06-18\|1.02\|-4.67\|1.02\|1.05\|1.02\|945615;2026-06-22\|0.97\|-4.90\|0.98\|0.99\|0.97\|398061;2026-06-23\|1.02\|5.15\|0.92\|1.02\|0.92\|1113466;2026-06-24\|0.97\|-4.90\|1.01\|1.04\|0.97\|676119;2026-06-25\|0.92\|-5.15\|0.94\|0.98\|0.92\|960842;2026-06-26\|0.94\|2.17\|0.89\|0.97\|0.89\|641611;2026-06-29\|0.91\|-3.19\|0.94\|0.97\|0.90\|563546;2026-06-30\|0.96\|5.49\|0.90\|0.96\|0.89\|726803;2026-07-01\|1.01\|5.21\|0.99\|1.01\|0.98\|184349;2026-07-02\|1.02\|0.99\|1.05\|1.06\|1.01\|1039008;2026-07-03\|1.07\|4.90\|1.00\|1.07\|0.99\|861047;2026-07-06\|1.02\|-4.67\|1.07\|1.08\|1.02\|705659;2026-07-07\|1.02\|0.00\|1.00\|1.07\|0.96\|651322;2026-07-08\|1.06\|3.92\|1.00\|1.07\|0.99\|665382;2026-07-09\|1.01\|-4.72\|1.05\|1.06\|1.01\|669711;2026-07-10\|1.02\|0.99\|1.00\|1.04\|0.99\|596114;2026-07-13\|0.96\|-5.88\|1.01\|1.01\|0.94\|726956
112689		债务和解+高管增持+家电零售+AI赋能 1、据2026年6月3日公告，公司拟与专项计划下属项目公司达成债务和解，预计豁免债务金额合计68,953万元，该事项有利于化解仲裁风险并降低债务压力。 2、据2026年5月27日及6月1日公告，公司部分董事、高管及核心骨干近期实施增持，其中5月27日公告拟合计增持不低于600万元，6月1日多位高管进行增持，体现对公司价值认可。 3、据2026年3月31日年报，公司主营家电3C零售业务，推进大店战略，打造“科技+生活+社交”的智慧生活空间，同时以“灵思”大模型为基础推动AI技术在零售体系中的应用。	阿里系是公司第一大股东，持有20%股份	2026-03-04\|1.50\|-1.32\|1.51\|1.52\|1.49\|244035;2026-03-05\|1.51\|0.67\|1.51\|1.52\|1.50\|178604;2026-03-06\|1.52\|0.66\|1.51\|1.53\|1.50\|201657;2026-03-09\|1.51\|-0.66\|1.51\|1.51\|1.49\|211339;2026-03-10\|1.52\|0.66\|1.51\|1.52\|1.50\|126290;2026-03-11\|1.51\|-0.66\|1.52\|1.52\|1.50\|179276;2026-03-12\|1.52\|0.66\|1.51\|1.54\|1.50\|305049;2026-03-13\|1.51\|-0.66\|1.51\|1.53\|1.51\|191387;2026-03-16\|1.50\|-0.66\|1.51\|1.52\|1.50\|137919;2026-03-17\|1.50\|0.00\|1.50\|1.52\|1.50\|275270;2026-03-18\|1.43\|-4.67\|1.50\|1.51\|1.43\|813430;2026-03-19\|1.36\|-4.90\|1.40\|1.42\|1.36\|839122;2026-03-20\|1.36\|0.00\|1.36\|1.38\|1.35\|424041;2026-03-23\|1.29\|-5.15\|1.33\|1.34\|1.29\|568824;2026-03-24\|1.31\|1.55\|1.31\|1.32\|1.28\|389829;2026-03-25\|1.33\|1.53\|1.31\|1.34\|1.30\|401422;2026-03-26\|1.33\|0.00\|1.32\|1.35\|1.31\|355118;2026-03-27\|1.40\|5.26\|1.32\|1.40\|1.31\|406263;2026-03-30\|1.47\|5.00\|1.41\|1.47\|1.40\|719400;2026-03-31\|1.43\|-2.72\|1.41\|1.45\|1.40\|866740;2026-04-01\|1.39\|-2.80\|1.43\|1.45\|1.38\|485314;2026-04-02\|1.36\|-2.16\|1.39\|1.40\|1.35\|374212;2026-04-03\|1.33\|-2.21\|1.37\|1.38\|1.33\|311958;2026-04-07\|1.36\|2.26\|1.33\|1.40\|1.32\|525471;2026-04-08\|1.37\|0.74\|1.37\|1.37\|1.33\|511800;2026-04-09\|1.34\|-2.19\|1.35\|1.36\|1.33\|293651;2026-04-10\|1.36\|1.49\|1.34\|1.39\|1.33\|381501;2026-04-13\|1.35\|-0.74\|1.35\|1.35\|1.31\|309903;2026-04-14\|1.35\|0.00\|1.35\|1.36\|1.34\|241009;2026-04-15\|1.33\|-1.48\|1.35\|1.36\|1.32\|330830;2026-04-16\|1.34\|0.75\|1.33\|1.35\|1.32\|352949;2026-04-17\|1.32\|-1.49\|1.33\|1.34\|1.31\|290627;2026-04-20\|1.31\|-0.76\|1.32\|1.33\|1.30\|329151;2026-04-21\|1.30\|-0.76\|1.31\|1.32\|1.29\|276285;2026-04-22\|1.29\|-0.77\|1.30\|1.30\|1.28\|267127;2026-04-23\|1.35\|4.65\|1.29\|1.35\|1.28\|775568;2026-04-24\|1.31\|-2.96\|1.34\|1.35\|1.29\|566429;2026-04-27\|1.32\|0.76\|1.31\|1.33\|1.29\|354345;2026-04-28\|1.30\|-1.52\|1.31\|1.32\|1.30\|232646;2026-04-29\|1.32\|1.54\|1.31\|1.35\|1.30\|417305;2026-04-30\|1.34\|1.52\|1.33\|1.36\|1.31\|474508;2026-05-06\|1.32\|-1.49\|1.34\|1.35\|1.31\|403802;2026-05-07\|1.31\|-0.76\|1.32\|1.33\|1.31\|244349;2026-05-08\|1.31\|0.00\|1.31\|1.32\|1.30\|236953;2026-05-11\|1.31\|0.00\|1.32\|1.32\|1.30\|286722;2026-05-12\|1.30\|-0.76\|1.31\|1.31\|1.29\|231638;2026-05-13\|1.30\|0.00\|1.29\|1.31\|1.29\|216374;2026-05-14\|1.28\|-1.54\|1.29\|1.30\|1.27\|307799;2026-05-15\|1.25\|-2.34\|1.28\|1.28\|1.25\|383400;2026-05-18\|1.22\|-2.40\|1.24\|1.25\|1.21\|340861;2026-05-19\|1.24\|1.64\|1.23\|1.26\|1.23\|309472;2026-05-20\|1.21\|-2.42\|1.23\|1.24\|1.19\|402539;2026-05-21\|1.20\|-0.83\|1.21\|1.23\|1.20\|215489;2026-05-22\|1.20\|0.00\|1.20\|1.21\|1.18\|255873;2026-05-25\|1.19\|-0.83\|1.20\|1.20\|1.18\|224467;2026-05-26\|1.16\|-2.52\|1.19\|1.19\|1.14\|397308;2026-05-27\|1.22\|5.17\|1.19\|1.22\|1.19\|537497;2026-05-28\|1.23\|0.82\|1.20\|1.25\|1.18\|677846;2026-05-29\|1.26\|2.44\|1.22\|1.28\|1.20\|660863;2026-06-01\|1.26\|0.00\|1.25\|1.27\|1.22\|411194;2026-06-02\|1.25\|-0.79\|1.25\|1.26\|1.24\|255695;2026-06-03\|1.31\|4.80\|1.27\|1.31\|1.27\|792224;2026-06-04\|1.26\|-3.82\|1.28\|1.32\|1.25\|733348;2026-06-05\|1.26\|0.00\|1.26\|1.28\|1.25\|323643;2026-06-08\|1.23\|-2.38\|1.24\|1.25\|1.22\|304609;2026-06-09\|1.23\|0.00\|1.23\|1.24\|1.22\|178915;2026-06-10\|1.22\|-0.81\|1.22\|1.23\|1.20\|238903;2026-06-11\|1.21\|-0.82\|1.21\|1.23\|1.20\|207880;2026-06-12\|1.23\|1.65\|1.22\|1.24\|1.21\|221064;2026-06-15\|1.25\|1.63\|1.24\|1.27\|1.23\|331567;2026-06-16\|1.26\|0.80\|1.25\|1.27\|1.23\|370228;2026-06-17\|1.22\|-3.17\|1.25\|1.26\|1.22\|263926;2026-06-18\|1.21\|-0.82\|1.22\|1.23\|1.20\|175807;2026-06-22\|1.19\|-1.65\|1.20\|1.20\|1.16\|346230;2026-06-23\|1.19\|0.00\|1.19\|1.22\|1.18\|247011;2026-06-24\|1.17\|-1.68\|1.19\|1.19\|1.16\|275875;2026-06-25\|1.16\|-0.85\|1.16\|1.17\|1.14\|270420;2026-06-26\|1.16\|0.00\|1.15\|1.17\|1.14\|172384;2026-06-29\|1.15\|-0.86\|1.16\|1.16\|1.12\|255759;2026-06-30\|1.17\|1.74\|1.20\|1.21\|1.16\|303905;2026-07-01\|1.21\|3.42\|1.18\|1.22\|1.17\|352930;2026-07-02\|1.21\|0.00\|1.20\|1.24\|1.20\|400293;2026-07-03\|1.26\|4.13\|1.21\|1.27\|1.20\|503175;2026-07-06\|1.23\|-2.38\|1.24\|1.25\|1.22\|334809;2026-07-07\|1.19\|-3.25\|1.23\|1.24\|1.19\|224693;2026-07-08\|1.20\|0.84\|1.19\|1.21\|1.18\|188147;2026-07-09\|1.20\|0.00\|1.20\|1.21\|1.19\|194519;2026-07-10\|1.21\|0.83\|1.19\|1.22\|1.18\|271233;2026-07-13\|1.18\|-2.48\|1.21\|1.21\|1.17\|251058
112688	南方电网用电负荷连续四天创新高	电力+储能+高股息+河北国资行业原因：据央视新闻报道，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。公司原因： 1、据2026年5月27日公告，公司发布2025年度分红派息实施公告，股权登记日为2026年6月2日，除权除息日为2026年6月3日，合计现金分红总额5.77亿元，占2025年度母公司净利润的95.93%。 2、据2026年5月25日投资者关系活动记录表，公司储能业务规模已跨越1GWh大关，在建及待建项目包括定州200MW/400MWh、兴泰二期90MW/190MWh等；2026年河北省煤电容量电价提升至165元/千瓦；西柏坡四期、任丘二期项目计划下半年投产。 3、据2025年年报，公司为河北省重要的能源电力投资主体，控股运营装机容量1,247.65万千瓦，90%以上机组为热电联产机组，最终控制人为河北省政府国有资产监督管理委员会。	建投集团旗下河北省最大的独立发电公司，年报净利润18.79亿，同比增长253.66%	2026-03-04\|9.24\|-0.11\|9.08\|9.44\|9.07\|338647;2026-03-05\|9.47\|2.49\|9.36\|9.63\|9.34\|417946;2026-03-06\|9.58\|1.16\|9.40\|9.72\|9.38\|373098;2026-03-09\|9.58\|0.00\|9.59\|9.74\|9.50\|419823;2026-03-10\|9.51\|-0.73\|9.50\|9.70\|9.42\|349676;2026-03-11\|9.73\|2.31\|9.52\|9.74\|9.30\|455009;2026-03-12\|10.70\|9.97\|9.73\|10.70\|9.70\|1034859;2026-03-13\|10.19\|-4.77\|10.99\|10.99\|10.15\|1289472;2026-03-16\|9.52\|-6.58\|10.19\|10.25\|9.48\|756278;2026-03-17\|9.42\|-1.05\|9.55\|9.72\|9.34\|562779;2026-03-18\|9.88\|4.88\|9.56\|10.12\|9.54\|741256;2026-03-19\|9.58\|-3.04\|9.88\|9.94\|9.55\|502920;2026-03-20\|9.69\|1.15\|9.61\|9.97\|9.49\|596297;2026-03-23\|9.18\|-5.26\|9.32\|9.64\|9.06\|590109;2026-03-24\|9.64\|5.01\|9.32\|9.65\|9.22\|544940;2026-03-25\|10.22\|6.02\|9.75\|10.49\|9.60\|872138;2026-03-26\|10.46\|2.35\|10.25\|10.65\|9.92\|1001152;2026-03-27\|10.14\|-3.06\|10.20\|10.34\|9.90\|638674;2026-03-30\|9.47\|-6.61\|10.11\|10.22\|9.36\|605768;2026-03-31\|9.20\|-2.85\|9.55\|9.67\|9.17\|459895;2026-04-01\|9.22\|0.22\|9.39\|9.48\|9.10\|353204;2026-04-02\|8.94\|-3.04\|9.20\|9.27\|8.84\|397476;2026-04-03\|8.69\|-2.80\|8.90\|8.95\|8.67\|260642;2026-04-07\|8.66\|-0.35\|8.68\|8.77\|8.59\|187620;2026-04-08\|9.02\|4.16\|8.78\|9.02\|8.78\|277353;2026-04-09\|8.95\|-0.78\|8.90\|9.01\|8.82\|194404;2026-04-10\|9.04\|1.01\|9.03\|9.12\|8.94\|182430;2026-04-13\|9.35\|3.43\|8.97\|9.36\|8.96\|253827;2026-04-14\|9.29\|-0.64\|9.43\|9.70\|9.20\|277494;2026-04-15\|9.24\|-0.54\|9.29\|9.35\|9.15\|174944;2026-04-16\|9.30\|0.65\|9.24\|9.38\|9.15\|164628;2026-04-17\|9.42\|1.29\|9.30\|9.47\|9.26\|195219;2026-04-20\|9.29\|-1.38\|9.40\|9.53\|9.26\|224841;2026-04-21\|9.47\|1.94\|9.27\|9.49\|9.07\|311672;2026-04-22\|9.39\|-0.84\|9.40\|9.49\|9.33\|199913;2026-04-23\|9.45\|0.64\|9.32\|9.46\|9.16\|289103;2026-04-24\|9.21\|-2.54\|9.43\|9.44\|9.17\|233392;2026-04-27\|9.15\|-0.65\|9.15\|9.28\|9.13\|190593;2026-04-28\|9.18\|0.33\|9.10\|9.21\|9.02\|212168;2026-04-29\|9.78\|6.54\|9.36\|10.10\|9.35\|838691;2026-04-30\|9.52\|-2.66\|9.72\|9.76\|9.50\|567375;2026-05-06\|9.65\|1.37\|9.65\|9.70\|9.49\|542799;2026-05-07\|10.00\|3.63\|9.65\|10.04\|9.62\|636308;2026-05-08\|9.93\|-0.70\|9.90\|10.14\|9.79\|477392;2026-05-11\|9.97\|0.40\|9.92\|10.08\|9.84\|420936;2026-05-12\|9.99\|0.20\|9.95\|10.14\|9.83\|584366;2026-05-13\|10.06\|0.70\|9.99\|10.36\|9.92\|817919;2026-05-14\|9.92\|-1.39\|10.28\|10.43\|9.91\|698001;2026-05-15\|9.73\|-1.92\|9.83\|9.92\|9.46\|565144;2026-05-18\|9.89\|1.64\|9.75\|9.97\|9.65\|355181;2026-05-19\|10.88\|10.01\|9.89\|10.88\|9.76\|990609;2026-05-20\|10.16\|-6.62\|11.00\|11.15\|10.13\|1282765;2026-05-21\|10.13\|-0.30\|9.99\|10.57\|9.91\|905115;2026-05-22\|10.13\|0.00\|10.13\|10.35\|9.95\|606164;2026-05-25\|10.28\|1.48\|10.03\|10.30\|9.85\|637313;2026-05-26\|10.48\|1.95\|10.13\|10.67\|9.96\|772980;2026-05-27\|11.00\|4.96\|10.38\|11.00\|10.31\|990029;2026-05-28\|12.10\|10.00\|10.80\|12.10\|10.71\|1313753;2026-05-29\|12.55\|3.72\|12.11\|13.07\|12.10\|1687713;2026-06-01\|12.21\|-2.71\|12.60\|12.60\|11.71\|1243019;2026-06-02\|11.80\|-3.36\|12.00\|12.06\|11.34\|889358;2026-06-03\|12.45\|7.51\|11.66\|12.74\|11.30\|1328642;2026-06-04\|12.57\|0.96\|12.00\|12.98\|11.96\|1217314;2026-06-05\|11.48\|-8.67\|12.31\|12.99\|11.34\|988470;2026-06-08\|10.75\|-6.36\|11.13\|11.56\|10.68\|714159;2026-06-09\|10.63\|-1.12\|10.85\|10.88\|10.40\|555276;2026-06-10\|10.17\|-4.33\|10.40\|10.42\|9.97\|537227;2026-06-11\|10.07\|-0.98\|10.07\|10.22\|9.97\|348673;2026-06-12\|10.27\|1.99\|10.19\|10.42\|9.98\|495950;2026-06-15\|10.24\|-0.29\|10.29\|10.44\|10.09\|551006;2026-06-16\|10.51\|2.64\|10.29\|10.83\|10.18\|650789;2026-06-17\|10.66\|1.43\|10.41\|10.98\|10.18\|630725;2026-06-18\|9.82\|-7.88\|10.56\|10.69\|9.81\|749679;2026-06-22\|9.83\|0.10\|9.80\|9.90\|9.49\|551703;2026-06-23\|9.80\|-0.31\|9.76\|10.04\|9.59\|417181;2026-06-24\|9.35\|-4.59\|9.78\|9.78\|9.28\|450576;2026-06-25\|9.14\|-2.25\|9.29\|9.32\|9.07\|386466;2026-06-26\|8.85\|-3.17\|9.09\|9.30\|8.84\|385043;2026-06-29\|8.88\|0.34\|8.78\|8.94\|8.70\|296358;2026-06-30\|8.75\|-1.46\|8.88\|8.91\|8.66\|270806;2026-07-01\|9.25\|5.71\|8.71\|9.25\|8.69\|406067;2026-07-02\|9.15\|-1.08\|9.24\|9.58\|9.09\|385692;2026-07-03\|9.01\|-1.53\|9.10\|9.30\|8.96\|316769;2026-07-06\|8.60\|-4.55\|9.00\|9.00\|8.58\|399273;2026-07-07\|8.27\|-3.84\|8.55\|8.55\|8.25\|308126;2026-07-08\|8.09\|-2.18\|8.30\|8.37\|8.08\|232674;2026-07-09\|7.97\|-1.48\|8.06\|8.10\|7.80\|263220;2026-07-10\|8.03\|0.75\|8.01\|8.23\|7.98\|256972;2026-07-13\|7.73\|-3.74\|8.00\|8.04\|7.69\|251487
112687	南方电网用电负荷连续四天创新高	算电协同+储能+绿电直供行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月24日年报，韶关市政府已原则同意公司作为韶关集群源网荷储一体化试点实施主体，省发改委亦出具支持复函，公司正推进省、市能源主管部门及电网公司各项支持文件。 2、据2026年3月17日董事会决议并于3月18日公告，公司在韶关乐昌市设立注册资本10亿元全资孙公司，专注为韶关数据中心集群开发清洁电源，已完成选址图等前期工作。 3、据2026年2月25日公告，全资子公司新丰旭能与元碳公司签订2200万元独立储能电站合作协议，若顺利实施将对未来业绩产生积极影响。	子公司韶能算电拟出资10亿元设立乐昌全资孙公司开展源网荷储电源业务	2026-03-04\|5.50\|-0.90\|5.26\|5.56\|5.26\|748586;2026-03-05\|5.58\|1.45\|5.56\|5.70\|5.53\|553375;2026-03-06\|6.14\|10.04\|5.57\|6.14\|5.52\|570187;2026-03-09\|6.75\|9.93\|6.14\|6.75\|6.00\|2235549;2026-03-10\|6.51\|-3.56\|6.60\|6.75\|6.42\|2359482;2026-03-11\|6.99\|7.37\|6.55\|7.06\|6.36\|2522785;2026-03-12\|7.01\|0.29\|6.70\|7.38\|6.66\|2303823;2026-03-13\|6.46\|-7.85\|6.88\|6.90\|6.42\|1635974;2026-03-16\|6.30\|-2.48\|6.51\|6.57\|6.19\|1264790;2026-03-17\|6.12\|-2.86\|6.19\|6.41\|6.11\|973123;2026-03-18\|6.73\|9.97\|6.73\|6.73\|6.73\|312919;2026-03-19\|7.40\|9.96\|7.40\|7.40\|7.40\|322833;2026-03-20\|8.14\|10.00\|8.13\|8.14\|8.00\|1254237;2026-03-23\|7.33\|-9.95\|8.12\|8.50\|7.33\|3098802;2026-03-24\|8.06\|9.96\|7.50\|8.06\|7.33\|2858645;2026-03-25\|8.87\|10.05\|8.60\|8.87\|8.51\|2335394;2026-03-26\|8.07\|-9.02\|8.89\|9.00\|8.07\|3487608;2026-03-27\|7.80\|-3.35\|8.32\|8.45\|7.68\|2544071;2026-03-30\|7.34\|-5.90\|7.70\|7.79\|7.02\|2412681;2026-03-31\|6.85\|-6.68\|7.33\|7.36\|6.80\|1856013;2026-04-01\|6.86\|0.15\|6.93\|7.05\|6.73\|1376957;2026-04-02\|6.60\|-3.79\|6.85\|6.96\|6.49\|1317132;2026-04-03\|6.31\|-4.39\|6.62\|6.66\|6.28\|1042626;2026-04-07\|6.46\|2.38\|6.36\|6.53\|6.27\|802176;2026-04-08\|6.60\|2.17\|6.55\|6.60\|6.47\|939361;2026-04-09\|6.40\|-3.03\|6.49\|6.49\|6.34\|670670;2026-04-10\|6.38\|-0.31\|6.50\|6.53\|6.35\|566796;2026-04-13\|6.63\|3.92\|6.33\|6.66\|6.33\|1135178;2026-04-14\|6.61\|-0.30\|6.60\|6.75\|6.52\|864793;2026-04-15\|6.57\|-0.61\|6.62\|6.65\|6.43\|751302;2026-04-16\|6.64\|1.07\|6.57\|6.65\|6.43\|681749;2026-04-17\|6.63\|-0.15\|6.63\|6.82\|6.54\|613789;2026-04-20\|6.84\|3.17\|6.61\|6.88\|6.59\|1075948;2026-04-21\|7.11\|3.95\|6.86\|7.43\|6.60\|1979527;2026-04-22\|7.14\|0.42\|7.11\|7.32\|7.00\|1512783;2026-04-23\|7.51\|5.18\|7.16\|7.63\|6.84\|2064037;2026-04-24\|6.86\|-8.66\|7.24\|7.28\|6.80\|1640861;2026-04-27\|6.92\|0.87\|6.80\|7.05\|6.63\|1027583;2026-04-28\|6.78\|-2.02\|6.84\|6.98\|6.70\|962529;2026-04-29\|6.72\|-0.89\|6.74\|6.88\|6.60\|780076;2026-04-30\|6.57\|-2.23\|6.79\|6.80\|6.53\|767836;2026-05-06\|6.96\|5.94\|6.66\|6.97\|6.66\|966377;2026-05-07\|7.19\|3.30\|7.00\|7.38\|7.00\|1008343;2026-05-08\|7.26\|0.97\|7.16\|7.48\|7.15\|1162975;2026-05-11\|7.35\|1.24\|7.33\|7.43\|7.25\|964810;2026-05-12\|8.09\|10.07\|7.36\|8.09\|7.35\|723741;2026-05-13\|8.90\|10.01\|8.79\|8.90\|8.61\|747050;2026-05-14\|8.23\|-7.53\|9.79\|9.79\|8.15\|3628496;2026-05-15\|7.88\|-4.25\|8.17\|8.61\|7.49\|2734675;2026-05-18\|7.83\|-0.63\|7.60\|8.03\|7.60\|1635672;2026-05-19\|7.97\|1.79\|7.68\|8.07\|7.51\|1576637;2026-05-20\|7.24\|-9.16\|7.96\|7.97\|7.20\|1511866;2026-05-21\|7.26\|0.28\|7.28\|7.83\|7.20\|1190168;2026-05-22\|7.33\|0.96\|7.20\|7.45\|7.02\|915571;2026-05-25\|7.56\|3.14\|7.45\|7.62\|7.34\|967338;2026-05-26\|7.31\|-3.31\|7.43\|7.52\|7.21\|878864;2026-05-27\|8.04\|9.99\|7.28\|8.04\|7.23\|1960350;2026-05-28\|8.02\|-0.25\|8.11\|8.34\|7.75\|2424943;2026-05-29\|8.46\|5.49\|8.02\|8.63\|7.86\|2131473;2026-06-01\|8.17\|-3.43\|8.47\|8.49\|7.61\|1724840;2026-06-02\|8.99\|10.04\|8.02\|8.99\|7.74\|1647231;2026-06-03\|9.30\|3.45\|8.77\|9.89\|8.65\|3192424;2026-06-04\|8.60\|-7.53\|8.85\|9.16\|8.55\|2210719;2026-06-05\|7.97\|-7.33\|8.61\|8.98\|7.88\|1758943;2026-06-08\|7.56\|-5.14\|7.65\|8.07\|7.48\|1089436;2026-06-09\|7.64\|1.06\|7.60\|7.71\|7.23\|995579;2026-06-10\|7.08\|-7.33\|7.49\|7.49\|7.01\|958074;2026-06-11\|6.90\|-2.54\|7.02\|7.11\|6.84\|683146;2026-06-12\|6.74\|-2.32\|6.99\|7.04\|6.68\|709977;2026-06-15\|7.05\|4.60\|6.81\|7.06\|6.73\|627850;2026-06-16\|7.04\|-0.14\|7.01\|7.21\|6.97\|632280;2026-06-17\|7.08\|0.57\|7.07\|7.24\|6.83\|785654;2026-06-18\|6.61\|-6.64\|7.00\|7.07\|6.56\|921454;2026-06-22\|6.74\|1.97\|6.61\|6.75\|6.49\|610499;2026-06-23\|6.42\|-4.75\|6.70\|6.73\|6.36\|639280;2026-06-24\|6.26\|-2.49\|6.40\|6.48\|6.17\|553218;2026-06-25\|6.13\|-2.08\|6.25\|6.29\|6.07\|528206;2026-06-26\|5.91\|-3.59\|6.14\|6.27\|5.91\|656598;2026-06-29\|5.94\|0.51\|5.87\|6.02\|5.75\|510977;2026-06-30\|5.85\|-1.52\|5.90\|5.92\|5.76\|367999;2026-07-01\|6.44\|10.09\|6.44\|6.44\|6.44\|109161;2026-07-02\|7.08\|9.94\|6.92\|7.08\|6.78\|723811;2026-07-03\|6.60\|-6.78\|6.89\|6.89\|6.48\|1492012;2026-07-06\|7.19\|8.94\|6.66\|7.26\|6.54\|1754629;2026-07-07\|6.59\|-8.34\|6.90\|7.00\|6.52\|1144053;2026-07-08\|6.13\|-6.98\|6.45\|6.52\|6.11\|899804;2026-07-09\|6.21\|1.31\|6.15\|6.26\|6.02\|638269;2026-07-10\|6.43\|3.54\|6.25\|6.65\|6.16\|860545;2026-07-13\|6.31\|-1.87\|6.43\|6.58\|6.23\|652488
112686	南方电网用电负荷连续四天创新高	绿色电力+一季报增长+央企 1、据2026年4月23日年报，公司拥有完整的发、输、配、售电产业链，自有电源为水力发电和光伏发电，属于国家优先发展的清洁可再生能源，自有及并网装机56.887万千瓦。 2、据2026年4月30日公告，公司2026年一季度归母净利润311.29万元，同比增长129.68%；据2026年5月27日机构调研，公司2025年业绩增长主因包括强化全面预算管理压降开支、售电量同比增长5.96%以及自有和控股电站发电量同比增长5.89%。 3、据2025年年度报告及公司信息，公司控股股东为国网四川省电力公司，最终控制人为国务院国有资产监督管理委员会。	凉山州一体化经营电力企业，拥有网内水电装机54.85万千瓦，光伏发电项目权益装机3.94万千瓦	2026-03-04\|15.05\|0.67\|14.66\|15.30\|14.60\|175382;2026-03-05\|15.40\|2.33\|15.28\|15.80\|15.22\|277823;2026-03-06\|15.35\|-0.32\|15.30\|15.54\|15.20\|178943;2026-03-09\|15.73\|2.48\|15.30\|15.91\|15.22\|288705;2026-03-10\|15.36\|-2.35\|15.70\|15.70\|15.22\|197793;2026-03-11\|15.44\|0.52\|15.35\|15.49\|14.93\|205412;2026-03-12\|15.34\|-0.65\|15.38\|15.44\|15.05\|166229;2026-03-13\|14.81\|-3.46\|15.40\|15.51\|14.75\|189169;2026-03-16\|14.30\|-3.44\|14.80\|14.91\|14.26\|145667;2026-03-17\|14.25\|-0.35\|14.30\|14.58\|14.05\|142668;2026-03-18\|14.48\|1.61\|14.25\|14.90\|14.25\|131664;2026-03-19\|14.47\|-0.07\|14.40\|14.85\|14.32\|130347;2026-03-20\|14.60\|0.90\|14.40\|15.18\|14.35\|248319;2026-03-23\|13.66\|-6.44\|14.30\|14.51\|13.55\|224113;2026-03-24\|14.61\|6.95\|13.91\|14.62\|13.87\|227989;2026-03-25\|14.96\|2.40\|14.65\|15.00\|14.56\|238358;2026-03-26\|15.02\|0.40\|14.99\|15.20\|14.63\|242249;2026-03-27\|15.30\|1.86\|14.80\|15.78\|14.80\|294372;2026-03-30\|14.34\|-6.27\|14.90\|15.16\|13.78\|332404;2026-03-31\|13.54\|-5.58\|14.34\|14.53\|13.52\|235220;2026-04-01\|13.24\|-2.22\|13.78\|13.83\|13.15\|199045;2026-04-02\|13.64\|3.02\|13.38\|14.39\|13.23\|290607;2026-04-03\|12.42\|-8.94\|13.25\|13.39\|12.38\|226949;2026-04-07\|12.31\|-0.89\|12.41\|12.48\|12.08\|99968;2026-04-08\|12.70\|3.17\|12.54\|12.72\|12.43\|123160;2026-04-09\|12.50\|-1.57\|12.65\|12.67\|12.40\|83703;2026-04-10\|12.67\|1.36\|12.60\|12.92\|12.49\|110817;2026-04-13\|12.86\|1.50\|12.60\|12.87\|12.51\|87487;2026-04-14\|12.88\|0.16\|12.86\|13.02\|12.74\|85943;2026-04-15\|12.75\|-1.01\|12.95\|12.96\|12.71\|85692;2026-04-16\|12.88\|1.02\|12.76\|12.88\|12.62\|72836;2026-04-17\|12.92\|0.31\|12.91\|12.96\|12.76\|74317;2026-04-20\|13.28\|2.79\|12.93\|13.35\|12.85\|125303;2026-04-21\|13.45\|1.28\|13.28\|13.63\|13.10\|160957;2026-04-22\|13.45\|0.00\|13.31\|13.51\|13.23\|94256;2026-04-23\|13.50\|0.37\|13.55\|13.63\|13.27\|139677;2026-04-24\|13.17\|-2.44\|13.37\|13.40\|13.05\|109435;2026-04-27\|13.25\|0.61\|13.09\|13.29\|12.97\|89003;2026-04-28\|13.31\|0.45\|13.14\|13.35\|13.09\|92126;2026-04-29\|13.60\|2.18\|13.29\|13.75\|13.23\|142902;2026-04-30\|13.78\|1.32\|13.57\|13.93\|13.56\|119284;2026-05-06\|13.87\|0.65\|13.91\|13.98\|13.71\|136829;2026-05-07\|13.78\|-0.65\|13.86\|13.98\|13.72\|123230;2026-05-08\|13.73\|-0.36\|13.82\|14.00\|13.67\|108020;2026-05-11\|13.77\|0.29\|13.78\|13.90\|13.60\|105814;2026-05-12\|14.02\|1.82\|13.81\|14.21\|13.54\|186481;2026-05-13\|13.98\|-0.29\|14.07\|14.29\|13.89\|181412;2026-05-14\|13.45\|-3.79\|13.98\|14.17\|13.45\|150159;2026-05-15\|13.34\|-0.82\|13.37\|13.52\|13.09\|117354;2026-05-18\|13.31\|-0.22\|13.20\|13.39\|13.10\|83671;2026-05-19\|13.64\|2.48\|13.28\|13.70\|13.10\|121423;2026-05-20\|12.80\|-6.16\|13.51\|13.55\|12.71\|153428;2026-05-21\|12.48\|-2.50\|12.67\|12.92\|12.46\|81378;2026-05-22\|12.41\|-0.56\|12.48\|12.62\|12.30\|73961;2026-05-25\|12.62\|1.69\|12.41\|12.72\|12.39\|72568;2026-05-26\|12.69\|0.55\|12.55\|12.75\|12.25\|83519;2026-05-27\|12.90\|1.65\|12.69\|13.00\|12.59\|116210;2026-05-28\|13.06\|1.24\|12.80\|13.20\|12.75\|126130;2026-05-29\|13.42\|2.76\|13.07\|13.65\|12.96\|207114;2026-06-01\|13.12\|-2.24\|13.29\|13.38\|12.50\|185020;2026-06-02\|13.04\|-0.61\|13.02\|13.30\|12.63\|146691;2026-06-03\|14.34\|9.97\|12.96\|14.34\|12.78\|353810;2026-06-04\|14.20\|-0.98\|14.50\|14.99\|14.15\|491335;2026-06-05\|13.56\|-4.51\|14.26\|14.66\|13.53\|340506;2026-06-08\|14.92\|10.03\|13.20\|14.92\|13.11\|333903;2026-06-09\|14.71\|-1.41\|15.00\|15.17\|14.26\|569930;2026-06-10\|14.38\|-2.24\|14.22\|14.94\|13.93\|337547;2026-06-11\|14.86\|3.34\|13.95\|15.20\|13.95\|429658;2026-06-12\|14.65\|-1.41\|14.35\|14.70\|13.71\|384587;2026-06-15\|14.39\|-1.77\|14.30\|14.51\|14.15\|272295;2026-06-16\|14.50\|0.76\|14.24\|14.76\|13.88\|302672;2026-06-17\|13.99\|-3.52\|14.26\|14.49\|13.98\|217944;2026-06-18\|12.67\|-9.44\|13.65\|13.78\|12.59\|342243;2026-06-22\|12.23\|-3.47\|12.41\|12.41\|11.91\|198676;2026-06-23\|12.18\|-0.41\|12.12\|12.50\|12.03\|143292;2026-06-24\|11.50\|-5.58\|12.09\|12.15\|11.39\|163611;2026-06-25\|10.86\|-5.57\|11.47\|11.47\|10.83\|172946;2026-06-26\|10.83\|-0.28\|10.86\|11.34\|10.70\|152608;2026-06-29\|10.90\|0.65\|10.61\|11.05\|10.43\|113998;2026-06-30\|10.69\|-1.93\|10.80\|10.88\|10.55\|100301;2026-07-01\|11.29\|5.61\|10.78\|11.38\|10.63\|155585;2026-07-02\|11.04\|-2.21\|11.22\|11.57\|11.01\|128374;2026-07-03\|11.01\|-0.27\|11.06\|11.13\|10.91\|85476;2026-07-06\|10.94\|-0.64\|11.02\|11.12\|10.92\|64800;2026-07-07\|10.49\|-4.11\|10.80\|10.89\|10.47\|75703;2026-07-08\|10.27\|-2.10\|10.49\|10.49\|10.21\|66599;2026-07-09\|10.24\|-0.29\|10.20\|10.32\|10.01\|72056;2026-07-10\|10.47\|2.25\|10.21\|10.64\|10.12\|80490;2026-07-13\|10.22\|-2.20\|10.36\|10.45\|10.15\|55128
112685	南方电网用电负荷连续四天创新高	参股算力+火电+绿电储备+河南国资行业原因： 5月19日据财闻报道，国家能源局会同多部门印发，提出将绿电使用占比作为算力设施布局的重要参考指标，并支持算力设施通过参与绿证绿电交易提升绿电消费比例。该政策将“算电协同”从行业概念提升至国家战略层面，为绿色电力创造了确定性的增量需求，直接催化了市场对绿电运营商价值重估的预期。公司原因： 1、据2026年3月21日公告，公司董事会通过议案，拟与控股股东河南投资集团共同增资先天算力(河南)科技有限公司，增资金额分别为11亿元、14亿元。先天算力拟自行或联合其他投资人收购郑州合盈数据有限责任公司合计91.2%股权，交易作价94.1184亿元，其中先天算力收购的股权比例将不低于郑州合盈全部股权的55%。本次交易完成后，河南投资集团为先天算力控股股东(持股57.71%)，豫能控股将成为先天算力的参股股东(持股42.29%)。 2、据2026年3月24日公告，截至2025年半年度报告期末，公司控股火电装机7,660MW，600MW级机组占比80%以上，为豫南、豫北重要支撑电源。 3、据2025年12月4日投资者关系活动记录表，鲁山1300MW抽水蓄能预计2027年首台机组投产，林州1200MW项目预计2029年首台机组投产，新能源储备充足。 4、公司最终控制人为河南省财政厅，属河南省国资体系。	1、公司是河南省集火力发电、新能源、抽水蓄能、煤炭贸易物流、综合能源服务于一体的省级资本控股的综合能源上市公司； 2、公司筹划参股先天算力，并以先天算力为主体收购郑州合盈控股权，郑州合盈数据主要从事第三方超大规模数据中心业务，下属数据中心主要分布于河北省张家口市怀来县、廊坊市，位于京津冀节点，定位服务首都及周边地区实时算力需求	2026-03-04\|14.26\|7.38\|13.30\|14.61\|13.30\|2573475;2026-03-05\|14.44\|1.26\|14.30\|14.94\|13.51\|2286094;2026-03-06\|15.88\|9.97\|14.04\|15.88\|14.03\|2364096;2026-03-09\|15.95\|0.44\|15.00\|16.77\|15.00\|2643013;2026-03-10\|15.81\|-0.88\|15.96\|16.28\|15.31\|1707098;2026-03-11\|16.59\|4.93\|16.10\|16.65\|15.53\|2054401;2026-03-12\|17.16\|3.44\|16.23\|17.88\|16.20\|2355305;2026-03-13\|15.44\|-10.02\|17.16\|17.52\|15.44\|2252350;2026-03-16\|13.90\|-9.97\|15.00\|15.34\|13.90\|2408076;2026-03-17\|13.90\|0.00\|13.80\|14.39\|13.30\|1900119;2026-03-18\|14.22\|2.30\|13.88\|14.53\|13.86\|1733471;2026-03-19\|14.90\|4.78\|13.88\|15.02\|13.88\|1930411;2026-03-20\|15.22\|2.15\|14.50\|15.66\|14.16\|2129497;2026-03-23\|16.21\|6.50\|14.96\|16.52\|14.81\|2200243;2026-03-24\|16.90\|4.26\|15.79\|16.99\|15.30\|2241623;2026-03-25\|16.07\|-4.91\|16.66\|17.70\|15.60\|2691259;2026-03-26\|15.04\|-6.41\|15.60\|16.05\|14.58\|2178865;2026-03-27\|16.54\|9.97\|14.98\|16.54\|14.62\|2264610;2026-03-30\|14.89\|-9.98\|15.50\|16.10\|14.89\|1772872;2026-03-31\|13.72\|-7.86\|14.16\|14.58\|13.72\|1787067;2026-04-01\|13.85\|0.95\|13.36\|14.25\|13.00\|1589514;2026-04-02\|12.66\|-8.59\|13.86\|14.12\|12.60\|1440141;2026-04-03\|12.63\|-0.24\|12.84\|12.98\|12.15\|1300479;2026-04-07\|12.57\|-0.48\|12.40\|12.70\|12.31\|909532;2026-04-08\|13.10\|4.22\|12.70\|13.15\|12.57\|1189710;2026-04-09\|12.80\|-2.29\|13.00\|13.41\|12.72\|1061030;2026-04-10\|13.21\|3.20\|12.99\|13.35\|12.63\|1131067;2026-04-13\|14.41\|9.08\|13.38\|14.50\|13.29\|1586298;2026-04-14\|15.06\|4.51\|14.87\|15.85\|14.70\|2068272;2026-04-15\|16.57\|10.03\|15.06\|16.57\|14.20\|2662223;2026-04-16\|17.06\|2.96\|16.41\|17.68\|15.75\|2253632;2026-04-17\|17.08\|0.12\|17.28\|18.09\|16.47\|2008989;2026-04-20\|18.79\|10.01\|17.32\|18.79\|16.89\|2376931;2026-04-21\|17.10\|-8.99\|18.78\|18.85\|17.00\|2551239;2026-04-22\|17.50\|2.34\|16.88\|17.90\|16.40\|2006977;2026-04-23\|17.97\|2.69\|17.70\|18.46\|16.42\|2346700;2026-04-24\|16.75\|-6.79\|17.49\|17.89\|16.50\|1673876;2026-04-27\|16.39\|-2.15\|16.30\|17.16\|15.92\|1313074;2026-04-28\|15.73\|-4.03\|16.09\|16.90\|15.66\|1593303;2026-04-29\|16.93\|7.63\|15.30\|17.30\|15.11\|2352561;2026-04-30\|15.24\|-9.98\|16.20\|16.30\|15.24\|1546965;2026-05-06\|16.40\|7.61\|15.02\|16.66\|15.02\|1673372;2026-05-07\|16.76\|2.20\|16.61\|17.00\|16.31\|1524463;2026-05-08\|16.41\|-2.09\|16.71\|17.12\|16.22\|1361501;2026-05-11\|16.81\|2.44\|16.76\|17.56\|16.52\|1586395;2026-05-12\|16.98\|1.01\|16.81\|17.46\|15.73\|1987978;2026-05-13\|17.76\|4.59\|16.98\|18.67\|16.80\|2419721;2026-05-14\|16.82\|-5.29\|17.72\|19.40\|16.81\|2354941;2026-05-15\|15.19\|-9.69\|16.01\|16.30\|15.14\|1852894;2026-05-18\|14.72\|-3.09\|14.70\|15.36\|14.51\|1126109;2026-05-19\|16.19\|9.99\|14.57\|16.19\|14.38\|1346808;2026-05-20\|14.88\|-8.09\|16.56\|16.64\|14.80\|1521587;2026-05-21\|16.37\|10.01\|14.88\|16.37\|14.61\|2908816;2026-05-22\|15.76\|-3.73\|16.00\|16.16\|15.10\|2235488;2026-05-25\|16.92\|7.36\|16.01\|17.30\|15.80\|2383771;2026-05-26\|16.55\|-2.19\|16.51\|17.05\|16.10\|1765865;2026-05-27\|15.74\|-4.89\|15.00\|16.33\|15.00\|1807056;2026-05-28\|15.69\|-0.32\|15.66\|16.52\|14.76\|1651127;2026-05-29\|16.37\|4.33\|15.47\|17.11\|15.25\|2134396;2026-06-01\|17.65\|7.82\|16.40\|18.01\|15.09\|2698035;2026-06-02\|18.25\|3.40\|17.13\|18.88\|16.43\|2757733;2026-06-03\|20.08\|10.03\|18.20\|20.08\|18.03\|1644082;2026-06-04\|22.09\|10.01\|21.65\|22.09\|21.02\|2061521;2026-06-05\|19.88\|-10.00\|23.01\|24.04\|19.88\|2996421;2026-06-08\|19.60\|-1.41\|19.87\|21.50\|19.00\|2654679;2026-06-09\|21.56\|10.00\|19.58\|21.56\|18.23\|2883037;2026-06-10\|21.17\|-1.81\|21.01\|22.35\|20.36\|2467785;2026-06-11\|21.21\|0.19\|20.70\|22.40\|20.31\|2272083;2026-06-12\|21.80\|2.78\|20.80\|22.20\|20.20\|2288524;2026-06-15\|22.70\|4.13\|21.30\|23.49\|21.02\|2121491;2026-06-16\|22.06\|-2.82\|22.68\|23.80\|22.05\|2507824;2026-06-17\|21.76\|-1.36\|21.86\|22.94\|20.80\|2204576;2026-06-18\|19.85\|-8.78\|21.40\|21.78\|19.58\|2141433;2026-06-22\|19.81\|-0.20\|19.18\|20.41\|19.00\|1489607;2026-06-23\|19.72\|-0.45\|19.41\|20.48\|19.01\|1436496;2026-06-24\|20.52\|4.06\|19.53\|20.55\|19.35\|1598697;2026-06-25\|18.60\|-9.36\|20.14\|20.55\|18.47\|2037016;2026-06-26\|16.81\|-9.62\|18.01\|19.36\|16.80\|1609240;2026-06-29\|16.67\|-0.83\|16.97\|17.12\|16.07\|1189567;2026-06-30\|16.61\|-0.36\|16.38\|17.20\|15.80\|1176169;2026-07-01\|17.43\|4.94\|16.77\|18.00\|16.35\|1575349;2026-07-02\|15.71\|-9.87\|17.28\|17.81\|15.70\|1523635;2026-07-03\|15.77\|0.38\|15.69\|16.16\|14.74\|1216914;2026-07-06\|16.51\|4.69\|15.65\|17.16\|15.50\|1416199;2026-07-07\|14.98\|-9.27\|16.24\|16.66\|14.86\|1191289;2026-07-08\|13.91\|-7.14\|14.84\|15.29\|13.88\|1010099;2026-07-09\|14.10\|1.37\|14.13\|14.19\|13.49\|1112953;2026-07-10\|14.32\|1.56\|14.07\|15.17\|13.87\|1062898;2026-07-13\|13.47\|-5.94\|14.06\|14.26\|13.36\|723483
112684	南方电网用电负荷连续四天创新高	绿电扩张+海上风电+广西国资行业原因：日前，国家发展改革委、国家能源局发布《关于有序推动多用户绿电直连发展有关事项的通知》，推动消费侧新模式新业态新场景创新发展，实现更高水平、更大范围新能源就近消纳利用。公司原因： 1、据2026年3月27日公告，公司2026年度计划投资13.76亿元建设八步上程风电场、平桂水口风电场、古欧光伏及防城港海上风电A场址等77项新能源项目，持续扩大绿电装机。 2、据2026年3月27日披露的2025年年度报告，公司控股装机容量243.37万千瓦，其中新能源88.9万千瓦、占比36.53%，清洁能源173.37万千瓦、占比71.24%，新能源发电量2025年同比增151%，已成核心增长点。 3、据2026年3月27日披露的2025年年度报告，公司最终控制人为广西国资委，是区域内唯一“厂网合一”上市平台，具特许供电经营权。	公司总装机容量超240万千瓦，其中火电装机容量70万千瓦，其余为清洁能源（水电、风电、光伏），装机容量占比超70%	2026-03-04\|4.15\|0.73\|4.07\|4.17\|4.06\|346019;2026-03-05\|4.20\|1.20\|4.20\|4.27\|4.15\|504643;2026-03-06\|4.28\|1.90\|4.17\|4.33\|4.17\|497953;2026-03-09\|4.31\|0.70\|4.26\|4.35\|4.23\|497699;2026-03-10\|4.33\|0.46\|4.28\|4.42\|4.25\|565381;2026-03-11\|4.40\|1.62\|4.33\|4.40\|4.23\|604912;2026-03-12\|4.56\|3.64\|4.37\|4.57\|4.36\|999355;2026-03-13\|4.35\|-4.61\|4.55\|4.55\|4.33\|747816;2026-03-16\|4.24\|-2.53\|4.33\|4.38\|4.21\|490726;2026-03-17\|4.30\|1.42\|4.24\|4.35\|4.20\|406092;2026-03-18\|4.35\|1.16\|4.29\|4.40\|4.27\|360946;2026-03-19\|4.44\|2.07\|4.33\|4.51\|4.30\|592970;2026-03-20\|4.88\|9.91\|4.40\|4.88\|4.36\|2320308;2026-03-23\|5.08\|4.10\|4.59\|5.36\|4.53\|2641726;2026-03-24\|5.17\|1.77\|4.92\|5.32\|4.75\|2230341;2026-03-25\|5.45\|5.42\|5.02\|5.65\|4.99\|2363472;2026-03-26\|6.00\|10.09\|5.31\|6.00\|5.20\|1995784;2026-03-27\|6.60\|10.00\|6.60\|6.60\|6.60\|424981;2026-03-30\|6.32\|-4.24\|6.99\|7.26\|6.18\|4665025;2026-03-31\|6.34\|0.32\|5.69\|6.63\|5.69\|3836435;2026-04-01\|5.71\|-9.94\|5.89\|5.98\|5.71\|1785981;2026-04-02\|5.14\|-9.98\|5.28\|5.68\|5.14\|3016450;2026-04-03\|4.63\|-9.92\|4.97\|4.97\|4.63\|1854029;2026-04-07\|4.68\|1.08\|4.47\|4.79\|4.39\|1910091;2026-04-08\|4.57\|-2.35\|4.65\|4.69\|4.54\|1747500;2026-04-09\|4.40\|-3.72\|4.56\|4.56\|4.37\|1417893;2026-04-10\|4.36\|-0.91\|4.41\|4.47\|4.35\|987301;2026-04-13\|4.60\|5.50\|4.38\|4.62\|4.36\|1815547;2026-04-14\|4.54\|-1.30\|4.60\|4.75\|4.49\|1446270;2026-04-15\|4.43\|-2.42\|4.54\|4.54\|4.37\|1005723;2026-04-16\|4.41\|-0.45\|4.42\|4.50\|4.37\|704793;2026-04-17\|4.41\|0.00\|4.42\|4.49\|4.36\|760788;2026-04-20\|4.62\|4.76\|4.41\|4.67\|4.39\|1524341;2026-04-21\|4.78\|3.46\|4.61\|4.89\|4.47\|1845850;2026-04-22\|4.80\|0.42\|4.73\|4.89\|4.69\|1507119;2026-04-23\|5.28\|10.00\|4.79\|5.28\|4.67\|2442178;2026-04-24\|5.09\|-3.60\|5.29\|5.53\|5.08\|2717808;2026-04-27\|5.27\|3.54\|4.99\|5.37\|4.82\|2007108;2026-04-28\|5.31\|0.76\|5.16\|5.50\|4.98\|2132702;2026-04-29\|5.06\|-4.71\|5.18\|5.29\|5.03\|1569990;2026-04-30\|4.94\|-2.37\|5.01\|5.10\|4.89\|1169039;2026-05-06\|5.14\|4.05\|4.94\|5.20\|4.89\|1351397;2026-05-07\|5.31\|3.31\|5.15\|5.39\|5.15\|1606967;2026-05-08\|5.33\|0.38\|5.30\|5.45\|5.21\|1314693;2026-05-11\|5.35\|0.38\|5.40\|5.48\|5.31\|1150777;2026-05-12\|5.42\|1.31\|5.35\|5.56\|5.12\|1516467;2026-05-13\|5.56\|2.58\|5.43\|5.70\|5.42\|2014005;2026-05-14\|5.18\|-6.83\|5.57\|5.77\|5.18\|1857999;2026-05-15\|5.10\|-1.54\|5.12\|5.23\|4.96\|1335928;2026-05-18\|5.11\|0.20\|5.02\|5.22\|4.99\|800474;2026-05-19\|5.62\|9.98\|5.10\|5.62\|4.98\|1429645;2026-05-20\|5.07\|-9.79\|5.68\|5.76\|5.07\|1995561;2026-05-21\|5.20\|2.56\|5.07\|5.46\|5.05\|1593370;2026-05-22\|5.10\|-1.92\|5.10\|5.20\|4.89\|1175878;2026-05-25\|5.61\|10.00\|5.12\|5.61\|5.11\|1940832;2026-05-26\|5.53\|-1.43\|5.74\|5.97\|5.51\|2413620;2026-05-27\|5.82\|5.24\|5.47\|5.90\|5.47\|2328820;2026-05-28\|5.80\|-0.34\|5.90\|6.16\|5.64\|2471116;2026-05-29\|5.98\|3.10\|5.74\|6.25\|5.72\|2378461;2026-06-01\|5.84\|-2.34\|5.98\|6.03\|5.41\|1887865;2026-06-02\|5.77\|-1.20\|5.70\|5.95\|5.49\|1509874;2026-06-03\|6.35\|10.05\|5.98\|6.35\|5.98\|1101622;2026-06-04\|6.29\|-0.94\|6.79\|6.99\|6.22\|3506573;2026-06-05\|5.66\|-10.02\|6.19\|6.46\|5.66\|2357522;2026-06-08\|5.23\|-7.60\|5.31\|5.65\|5.19\|1492955;2026-06-09\|5.08\|-2.31\|5.20\|5.23\|4.94\|1166241;2026-06-10\|4.75\|-6.50\|5.00\|5.01\|4.68\|1118969;2026-06-11\|4.76\|0.21\|4.65\|4.85\|4.60\|805742;2026-06-12\|4.63\|-2.73\|4.71\|4.80\|4.60\|995480;2026-06-15\|4.93\|6.48\|4.74\|5.08\|4.73\|1369388;2026-06-16\|4.84\|-1.83\|4.93\|4.96\|4.81\|832172;2026-06-17\|4.67\|-3.51\|4.84\|4.86\|4.61\|824216;2026-06-18\|4.38\|-6.21\|4.67\|4.67\|4.36\|983160;2026-06-22\|4.26\|-2.74\|4.38\|4.40\|4.17\|809377;2026-06-23\|4.24\|-0.47\|4.20\|4.33\|4.16\|665314;2026-06-24\|4.20\|-0.94\|4.23\|4.23\|4.07\|616543;2026-06-25\|4.11\|-2.14\|4.21\|4.21\|4.07\|517353;2026-06-26\|3.96\|-3.65\|4.13\|4.24\|3.96\|838244;2026-06-29\|4.06\|2.53\|3.92\|4.27\|3.92\|1152938;2026-06-30\|4.22\|3.94\|4.01\|4.38\|3.93\|1060625;2026-07-01\|4.26\|0.95\|4.22\|4.29\|4.18\|732215;2026-07-02\|4.12\|-3.29\|4.23\|4.35\|4.10\|801929;2026-07-03\|4.07\|-1.21\|4.09\|4.16\|4.03\|472088;2026-07-06\|4.00\|-1.72\|4.07\|4.08\|3.97\|425231;2026-07-07\|3.82\|-4.50\|3.99\|4.00\|3.80\|571312;2026-07-08\|3.76\|-1.57\|3.80\|3.83\|3.73\|354235;2026-07-09\|3.84\|2.13\|3.74\|3.85\|3.70\|492384;2026-07-10\|3.97\|3.39\|3.82\|4.07\|3.81\|681089;2026-07-13\|3.87\|-2.52\|3.96\|3.98\|3.83\|496419
112683	南方电网用电负荷连续四天创新高	涨停揭秘：公司作为区域热电联产龙头，叠加电网侧独立储能业务放量，直接受益于智能电网投资高增及‘算电协同’政策催化；涨停缘由：一季度国家电网固投同比+37%；‘算电协同’首次写入政府工作报告；2号机组投产+储能收入同比+52%；提前赎回新港转债强化资本结构；资金逻辑：近5日4次登龙虎榜，主力资金4月2日净流入2110万元，游资与机构共振推升股价，反映对低碳能源基础设施的配置共识；风险提示：火电主业受煤价波动影响，可转债赎回完成或致短期流动性承压，市盈率40倍高于行业均值	公司专业从事热电联产业务	2026-03-04\|9.82\|0.41\|9.53\|9.96\|9.53\|126610;2026-03-05\|9.94\|1.22\|10.02\|10.16\|9.87\|110523;2026-03-06\|10.02\|0.80\|9.82\|10.13\|9.82\|98103;2026-03-09\|10.07\|0.50\|9.95\|10.13\|9.90\|88390;2026-03-10\|10.06\|-0.10\|10.07\|10.15\|9.98\|76832;2026-03-11\|10.02\|-0.40\|10.05\|10.09\|9.91\|74640;2026-03-12\|9.90\|-1.20\|10.05\|10.12\|9.87\|67685;2026-03-13\|9.70\|-2.02\|9.96\|9.96\|9.66\|70435;2026-03-16\|9.67\|-0.31\|9.70\|9.75\|9.61\|53983;2026-03-17\|9.53\|-1.45\|9.67\|9.78\|9.51\|58758;2026-03-18\|10.23\|7.35\|9.56\|10.48\|9.55\|338977;2026-03-19\|10.12\|-1.08\|10.10\|10.70\|10.07\|308406;2026-03-20\|10.64\|5.14\|10.26\|10.92\|9.95\|341237;2026-03-23\|10.40\|-2.26\|10.90\|11.32\|10.33\|374135;2026-03-24\|10.78\|3.65\|10.59\|10.88\|10.37\|272811;2026-03-25\|10.95\|1.58\|10.55\|11.15\|10.46\|298205;2026-03-26\|10.98\|0.27\|10.85\|11.11\|10.56\|255147;2026-03-27\|11.20\|2.00\|10.80\|11.70\|10.80\|334395;2026-03-30\|10.55\|-5.80\|10.99\|10.99\|10.08\|291038;2026-03-31\|11.61\|10.05\|10.20\|11.61\|10.16\|326211;2026-04-01\|12.77\|9.99\|11.80\|12.77\|11.13\|548307;2026-04-02\|14.05\|10.02\|13.40\|14.05\|13.40\|463188;2026-04-03\|12.79\|-8.97\|14.48\|15.46\|12.72\|652075;2026-04-07\|14.07\|10.01\|12.79\|14.07\|12.12\|594774;2026-04-08\|15.48\|10.02\|14.13\|15.48\|14.13\|615370;2026-04-09\|14.15\|-8.59\|14.70\|14.86\|13.93\|519780;2026-04-10\|14.17\|0.14\|13.80\|14.85\|13.15\|488733;2026-04-13\|13.80\|-2.61\|13.50\|13.97\|12.90\|372295;2026-04-14\|14.05\|1.81\|13.49\|14.88\|13.30\|405459;2026-04-15\|12.82\|-8.75\|13.33\|13.57\|12.65\|397390;2026-04-16\|13.04\|1.72\|12.30\|13.28\|11.81\|394720;2026-04-17\|12.74\|-2.30\|13.00\|13.28\|12.64\|256561;2026-04-20\|14.01\|9.97\|12.74\|14.01\|12.57\|221343;2026-04-21\|13.86\|-1.07\|14.49\|14.60\|13.65\|495119;2026-04-22\|13.51\|-2.53\|13.72\|13.77\|13.15\|286030;2026-04-23\|13.06\|-3.33\|13.30\|13.57\|12.43\|339281;2026-04-24\|12.00\|-8.12\|12.53\|12.79\|11.92\|261849;2026-04-27\|11.93\|-0.58\|11.66\|12.00\|11.40\|166483;2026-04-28\|11.52\|-3.44\|11.90\|11.92\|11.36\|166423;2026-04-29\|11.47\|-0.43\|11.32\|11.59\|11.31\|115048;2026-04-30\|11.16\|-2.70\|11.36\|11.52\|11.09\|152136;2026-05-06\|11.41\|2.24\|11.18\|11.47\|11.18\|121872;2026-05-07\|11.87\|4.03\|11.54\|11.88\|11.43\|178168;2026-05-08\|11.77\|-0.84\|11.85\|11.94\|11.61\|134914;2026-05-11\|11.68\|-0.76\|11.77\|11.84\|11.63\|133993;2026-05-12\|11.79\|0.94\|11.62\|11.91\|11.47\|143276;2026-05-13\|12.05\|2.21\|11.86\|12.45\|11.76\|237984;2026-05-14\|11.56\|-4.07\|12.04\|12.38\|11.56\|240199;2026-05-15\|11.33\|-1.99\|11.48\|11.62\|11.19\|166447;2026-05-18\|11.01\|-2.82\|11.11\|11.24\|10.83\|137136;2026-05-19\|11.25\|2.18\|10.97\|11.30\|10.90\|118788;2026-05-20\|10.90\|-3.11\|11.10\|11.15\|10.83\|110001;2026-05-21\|10.45\|-4.13\|10.85\|11.07\|10.39\|135496;2026-05-22\|10.70\|2.39\|10.46\|10.76\|10.32\|91151;2026-05-25\|10.83\|1.22\|10.65\|11.36\|10.45\|193220;2026-05-26\|10.66\|-1.57\|10.82\|10.90\|10.45\|129841;2026-05-27\|11.00\|3.19\|10.50\|11.73\|10.50\|383984;2026-05-28\|9.90\|-10.00\|10.75\|10.77\|9.90\|348225;2026-05-29\|9.80\|-1.01\|9.98\|10.33\|9.80\|307553;2026-06-01\|10.20\|4.08\|9.89\|10.25\|9.55\|227504;2026-06-02\|10.50\|2.94\|10.08\|10.55\|9.87\|207657;2026-06-03\|11.55\|10.00\|10.31\|11.55\|10.31\|247374;2026-06-04\|12.71\|10.04\|11.75\|12.71\|11.50\|325695;2026-06-05\|12.30\|-3.23\|13.16\|13.50\|12.00\|735844;2026-06-08\|11.07\|-10.00\|11.78\|12.02\|11.07\|407389;2026-06-09\|10.55\|-4.70\|11.16\|11.25\|10.35\|388990;2026-06-10\|9.97\|-5.50\|10.34\|10.53\|9.80\|231617;2026-06-11\|9.52\|-4.51\|9.75\|9.86\|9.37\|196141;2026-06-12\|9.18\|-3.57\|9.47\|9.62\|9.14\|205520;2026-06-15\|9.24\|0.65\|9.18\|9.78\|9.10\|212776;2026-06-16\|9.05\|-2.06\|9.24\|9.38\|9.01\|185008;2026-06-17\|8.87\|-1.99\|9.00\|9.18\|8.76\|206927;2026-06-18\|8.58\|-3.27\|8.87\|8.88\|8.51\|154309;2026-06-22\|8.54\|-0.47\|8.62\|8.62\|8.29\|132499;2026-06-23\|8.59\|0.59\|8.48\|8.69\|8.46\|129142;2026-06-24\|8.33\|-3.03\|8.52\|8.56\|8.17\|107767;2026-06-25\|7.98\|-2.33\|8.19\|8.23\|7.94\|96992;2026-06-26\|7.72\|-3.26\|8.05\|8.19\|7.68\|109767;2026-06-29\|7.63\|-1.17\|7.58\|7.75\|7.41\|97451;2026-06-30\|7.71\|1.05\|7.63\|7.74\|7.47\|82951;2026-07-01\|7.81\|1.30\|7.67\|7.85\|7.66\|105243;2026-07-02\|7.83\|0.26\|7.81\|8.05\|7.77\|117878;2026-07-03\|8.00\|2.17\|7.83\|8.09\|7.66\|105229;2026-07-06\|7.76\|-3.00\|8.08\|8.16\|7.75\|94816;2026-07-07\|7.49\|-3.48\|7.73\|7.80\|7.45\|74691;2026-07-08\|7.29\|-2.67\|7.54\|7.54\|7.25\|75236;2026-07-09\|7.38\|1.23\|7.33\|7.48\|7.18\|85898;2026-07-10\|7.55\|2.30\|7.47\|7.74\|7.26\|106222;2026-07-13\|7.16\|-5.17\|7.54\|7.58\|7.13\|97374
112682	南方电网用电负荷连续四天创新高	风光火储一体化+火电+北京国资行业原因： 1、据央视新闻，5月27日晚，南方电网电力负荷连续第三天刷新历史纪录，这比往年提前一个多月打破峰值，夏季用电高峰提前到来。 2、据央视新闻，美国国家海洋和大气管理局6月11日宣布，热带太平洋已形成厄尔尼诺现象，并发布厄尔尼诺预警。公司原因： 1、据2026年5月13日公告，公司乌兰察布京大1500MW“风光火储一体化”大型风电光伏基地项目获得核准，项目总装机150万千瓦，总投资87.41亿元。 2、据2026年5月26日异动公告及2025年年报，公司主营火力发电及供热，截至2025年末总装机容量2466.7万千瓦，其中火电装机2139万千瓦，是北京地区最大火电企业。 3、据2025年年报，公司最终控制人为北京市人民政府国有资产监督管理委员会，正转型综合能源服务商，布局“电热氢储”多能互补体系。	北京地区最大的火力发电企业；主营业务以燃煤火力发电和供热为主，主要向京津唐电网、蒙西电网、山西电网、豫北电网供电	2026-03-04\|5.40\|-1.46\|5.39\|5.52\|5.34\|520388;2026-03-05\|5.45\|0.93\|5.44\|5.52\|5.40\|434828;2026-03-06\|5.56\|2.02\|5.43\|5.59\|5.40\|405017;2026-03-09\|5.50\|-1.08\|5.58\|5.64\|5.48\|528183;2026-03-10\|5.47\|-0.55\|5.51\|5.55\|5.41\|367035;2026-03-11\|5.58\|2.01\|5.49\|5.60\|5.36\|511197;2026-03-12\|5.89\|5.56\|5.59\|5.92\|5.59\|1275773;2026-03-13\|5.66\|-3.90\|5.95\|5.96\|5.65\|859775;2026-03-16\|5.38\|-4.95\|5.64\|5.71\|5.36\|699130;2026-03-17\|5.32\|-1.12\|5.35\|5.45\|5.31\|427713;2026-03-18\|5.40\|1.50\|5.32\|5.45\|5.31\|457075;2026-03-19\|5.33\|-1.30\|5.35\|5.44\|5.31\|360072;2026-03-20\|5.42\|1.69\|5.31\|5.51\|5.31\|596826;2026-03-23\|5.10\|-5.90\|5.32\|5.36\|5.07\|752865;2026-03-24\|5.32\|4.31\|5.16\|5.33\|5.10\|520555;2026-03-25\|5.73\|7.71\|5.35\|5.78\|5.35\|1060796;2026-03-26\|5.62\|-1.92\|5.70\|5.72\|5.53\|793640;2026-03-27\|5.57\|-0.89\|5.56\|5.68\|5.44\|560288;2026-03-30\|5.29\|-5.03\|5.50\|5.53\|5.20\|693967;2026-03-31\|5.08\|-3.97\|5.26\|5.27\|5.07\|620097;2026-04-01\|5.22\|2.76\|5.15\|5.31\|5.09\|575688;2026-04-02\|5.13\|-1.72\|5.20\|5.24\|5.09\|335460;2026-04-03\|5.00\|-2.53\|5.13\|5.15\|5.00\|338853;2026-04-07\|5.01\|0.20\|5.01\|5.06\|4.97\|239391;2026-04-08\|5.15\|2.79\|5.08\|5.15\|5.08\|328646;2026-04-09\|5.17\|0.39\|5.13\|5.20\|5.09\|284595;2026-04-10\|5.18\|0.19\|5.18\|5.25\|5.16\|202464;2026-04-13\|5.14\|-0.77\|5.15\|5.18\|5.07\|288172;2026-04-14\|5.19\|0.97\|5.16\|5.24\|5.14\|230587;2026-04-15\|5.22\|0.58\|5.19\|5.25\|5.16\|267582;2026-04-16\|5.32\|1.92\|5.21\|5.34\|5.20\|286236;2026-04-17\|5.30\|-0.38\|5.30\|5.35\|5.26\|168315;2026-04-20\|5.32\|0.38\|5.30\|5.34\|5.26\|267510;2026-04-21\|5.46\|2.63\|5.32\|5.52\|5.29\|415468;2026-04-22\|5.50\|0.73\|5.43\|5.53\|5.42\|332758;2026-04-23\|5.53\|0.55\|5.49\|5.57\|5.41\|409190;2026-04-24\|5.48\|-0.90\|5.50\|5.53\|5.42\|356419;2026-04-27\|5.01\|-8.58\|5.15\|5.15\|4.98\|1122681;2026-04-28\|4.86\|-2.99\|4.98\|5.03\|4.78\|859498;2026-04-29\|4.93\|1.44\|4.84\|4.96\|4.81\|512803;2026-04-30\|4.88\|-1.01\|4.92\|4.93\|4.83\|403439;2026-05-06\|5.00\|2.46\|4.87\|5.02\|4.86\|623040;2026-05-07\|5.10\|2.00\|5.00\|5.11\|5.00\|516200;2026-05-08\|5.13\|0.59\|5.10\|5.35\|5.07\|717383;2026-05-11\|5.18\|0.97\|5.14\|5.23\|5.11\|472437;2026-05-12\|5.26\|1.54\|5.18\|5.35\|5.15\|826554;2026-05-13\|5.79\|10.08\|5.45\|5.79\|5.41\|966718;2026-05-14\|6.37\|10.02\|6.37\|6.37\|6.10\|2176977;2026-05-15\|7.01\|10.05\|6.50\|7.01\|5.88\|4434591;2026-05-18\|7.71\|9.99\|7.23\|7.71\|7.23\|2407024;2026-05-19\|8.27\|7.26\|7.71\|8.48\|6.98\|5202994;2026-05-20\|7.44\|-10.04\|8.02\|8.09\|7.44\|2899538;2026-05-21\|8.18\|9.95\|7.03\|8.18\|6.85\|5474999;2026-05-22\|8.22\|0.49\|7.92\|8.90\|7.64\|5276192;2026-05-25\|9.04\|9.98\|8.38\|9.04\|8.38\|2428734;2026-05-26\|9.17\|1.44\|9.49\|9.89\|9.15\|5033831;2026-05-27\|9.70\|5.78\|9.05\|9.87\|8.98\|4694663;2026-05-28\|9.21\|-5.05\|9.50\|10.05\|9.13\|4557016;2026-05-29\|9.38\|1.85\|8.90\|9.70\|8.66\|4147278;2026-06-01\|8.44\|-10.02\|9.33\|9.38\|8.44\|3643176;2026-06-02\|8.49\|0.59\|8.39\|8.75\|7.93\|3201300;2026-06-03\|9.34\|10.01\|8.24\|9.34\|8.10\|3469769;2026-06-04\|9.36\|0.21\|9.50\|9.96\|9.33\|4446579;2026-06-05\|8.46\|-9.62\|9.53\|9.85\|8.46\|3307408;2026-06-08\|8.82\|4.26\|8.16\|9.13\|8.03\|3178546;2026-06-09\|9.13\|3.51\|8.61\|9.18\|8.15\|3412168;2026-06-10\|8.22\|-9.97\|8.85\|9.09\|8.22\|2720811;2026-06-11\|7.78\|-5.35\|8.04\|8.25\|7.68\|2628129;2026-06-12\|7.49\|-3.73\|7.80\|7.93\|7.46\|2471924;2026-06-15\|8.24\|10.01\|7.45\|8.24\|7.29\|2763956;2026-06-16\|8.16\|-0.97\|8.33\|8.78\|8.14\|2920013;2026-06-17\|8.02\|-1.72\|8.26\|8.33\|7.81\|2602209;2026-06-18\|7.59\|-5.36\|7.90\|8.01\|7.50\|2033813;2026-06-22\|7.49\|-1.32\|7.58\|7.68\|7.40\|1790992;2026-06-23\|7.13\|-4.81\|7.35\|7.41\|7.04\|1639284;2026-06-24\|7.07\|-0.84\|7.01\|7.16\|6.88\|1439899;2026-06-25\|6.91\|-2.26\|7.03\|7.13\|6.86\|1126210;2026-06-26\|6.59\|-4.63\|6.95\|7.20\|6.58\|1794185;2026-06-29\|6.59\|0.00\|6.59\|6.70\|6.45\|1278569;2026-06-30\|6.45\|-2.12\|6.51\|6.53\|6.30\|1001697;2026-07-01\|6.59\|2.17\|6.45\|6.69\|6.32\|1496300;2026-07-02\|6.19\|-6.07\|6.52\|6.80\|6.16\|1751485;2026-07-03\|6.18\|-0.16\|6.23\|6.28\|6.12\|1074820;2026-07-06\|5.97\|-3.40\|6.14\|6.22\|5.96\|961471;2026-07-07\|5.74\|-3.85\|5.96\|5.96\|5.72\|882850;2026-07-08\|5.60\|-2.44\|5.76\|5.76\|5.59\|715474;2026-07-09\|5.82\|3.93\|5.60\|5.85\|5.53\|1094551;2026-07-10\|5.89\|1.20\|5.82\|6.04\|5.75\|1024916;2026-07-13\|5.62\|-4.58\|5.81\|5.89\|5.60\|872189
112681	南方电网用电负荷连续四天创新高	绿电+火电+央企行业原因： 1、2026年政府工作报告中，“算电协同”首次被写入，明确列为新基建工程。 2、市场预期人工智能爆发式增长将带来全球电力需求激增，中国电力企业有望迎来价值重估。公司原因： 1、据2026年4月30日年报，公司控股铁岭2.5万千瓦风电离网制氢一体化项目已投产，新能源装机50.25万千瓦，绿氢业务落地。 2、据2026年4月30日年报，公司主营火电226万千瓦、新能源50.25万千瓦，承担辽宁4458万平方米供热，最终控制人为国务院国资委。 3、据2026年5月11日财闻，国家能源局等四部门印发《关于促进人工智能与能源双向赋能的行动方案》，绿电概念活跃，公司作为绿电标的跟涨。	辽宁省重要电力和热力供应商	2026-03-04\|3.29\|0.30\|3.26\|3.32\|3.20\|359174;2026-03-05\|3.33\|1.22\|3.33\|3.37\|3.30\|328079;2026-03-06\|3.66\|9.91\|3.32\|3.66\|3.31\|977471;2026-03-09\|3.63\|-0.82\|3.51\|3.77\|3.48\|1847833;2026-03-10\|3.88\|6.89\|3.68\|3.90\|3.58\|1792647;2026-03-11\|3.88\|0.00\|3.80\|3.95\|3.62\|1723261;2026-03-12\|4.14\|6.70\|3.84\|4.26\|3.78\|1852404;2026-03-13\|3.88\|-6.28\|4.00\|4.15\|3.81\|1582216;2026-03-16\|4.27\|10.05\|4.27\|4.27\|4.27\|788495;2026-03-17\|4.70\|10.07\|4.31\|4.70\|4.27\|1845999;2026-03-18\|5.17\|10.00\|5.17\|5.17\|5.17\|640307;2026-03-19\|5.69\|10.06\|5.24\|5.69\|5.19\|1842490;2026-03-20\|6.26\|10.02\|6.10\|6.26\|5.58\|3937304;2026-03-23\|6.89\|10.06\|6.65\|6.89\|6.60\|1683238;2026-03-24\|7.58\|10.01\|6.90\|7.58\|6.89\|2367293;2026-03-25\|8.34\|10.03\|8.01\|8.34\|8.01\|998932;2026-03-26\|8.88\|6.47\|8.96\|9.17\|8.40\|3450974;2026-03-27\|8.99\|1.24\|9.23\|9.49\|8.51\|3751972;2026-03-30\|8.09\|-10.01\|8.46\|8.68\|8.09\|1209571;2026-03-31\|8.35\|3.21\|7.52\|8.72\|7.31\|4037494;2026-04-01\|7.52\|-9.94\|7.80\|8.19\|7.52\|2875296;2026-04-02\|7.34\|-2.39\|7.46\|7.76\|7.03\|2980543;2026-04-03\|7.08\|-3.54\|7.34\|7.67\|7.07\|2527295;2026-04-07\|7.52\|6.21\|7.09\|7.57\|6.89\|2505099;2026-04-08\|7.68\|2.13\|7.37\|7.79\|7.37\|2729660;2026-04-09\|7.14\|-7.03\|7.69\|7.86\|7.04\|2581099;2026-04-10\|6.64\|-7.00\|7.19\|7.20\|6.59\|2310725;2026-04-13\|7.30\|9.94\|6.65\|7.30\|6.52\|2429743;2026-04-14\|8.03\|10.00\|7.60\|8.03\|7.52\|1873030;2026-04-15\|8.05\|0.25\|8.13\|8.66\|7.61\|4392251;2026-04-16\|7.29\|-9.44\|7.68\|7.75\|7.25\|2781496;2026-04-17\|7.14\|-2.06\|7.29\|7.70\|7.10\|2559714;2026-04-20\|7.39\|3.50\|7.06\|7.51\|6.90\|2468597;2026-04-21\|8.13\|10.01\|7.40\|8.13\|6.95\|3035972;2026-04-22\|8.94\|9.96\|8.13\|8.94\|8.13\|2520809;2026-04-23\|9.83\|9.96\|9.29\|9.83\|8.05\|4049628;2026-04-24\|9.20\|-6.41\|9.65\|10.80\|9.11\|4355970;2026-04-27\|10.12\|10.00\|8.52\|10.12\|8.51\|2815152;2026-04-28\|10.80\|6.72\|10.13\|11.13\|10.06\|4496950;2026-04-29\|10.43\|-3.43\|10.10\|11.30\|10.10\|3659514;2026-04-30\|9.92\|-4.89\|10.34\|10.86\|9.65\|2555498;2026-05-06\|10.91\|9.98\|10.08\|10.91\|10.08\|3208602;2026-05-07\|12.00\|9.99\|10.91\|12.00\|10.91\|1682810;2026-05-08\|12.44\|3.67\|12.38\|13.20\|12.20\|3513191;2026-05-11\|13.68\|9.97\|12.67\|13.68\|12.67\|2386658;2026-05-12\|15.05\|10.01\|14.00\|15.05\|12.93\|3305538;2026-05-13\|16.56\|10.03\|15.05\|16.56\|15.05\|1584636;2026-05-14\|16.64\|0.48\|17.65\|18.15\|15.90\|3613600;2026-05-15\|17.43\|4.75\|15.80\|18.00\|14.99\|3439004;2026-05-18\|15.69\|-9.98\|16.50\|17.15\|15.69\|2345763;2026-05-19\|16.15\|2.93\|14.15\|16.90\|14.15\|2880302;2026-05-20\|14.54\|-9.97\|15.55\|15.55\|14.54\|2048248;2026-05-21\|14.23\|-2.13\|14.50\|15.27\|14.20\|2151487;2026-05-22\|14.56\|2.32\|14.39\|14.70\|13.89\|1933716;2026-05-25\|16.02\|10.03\|14.75\|16.02\|14.58\|2747666;2026-05-26\|16.88\|5.37\|16.02\|17.60\|15.51\|3081919;2026-05-27\|18.57\|10.01\|16.49\|18.57\|16.26\|2413354;2026-05-28\|19.26\|3.72\|19.50\|20.21\|18.18\|3499163;2026-05-29\|20.03\|4.00\|19.18\|20.80\|19.18\|2995666;2026-06-01\|18.50\|-7.64\|19.99\|20.00\|18.03\|2999250;2026-06-02\|19.40\|4.86\|18.50\|19.88\|17.63\|2936978;2026-06-03\|21.34\|10.00\|18.78\|21.34\|18.40\|3068938;2026-06-04\|21.97\|2.95\|20.80\|22.10\|20.80\|2735160;2026-06-05\|20.01\|-8.92\|22.45\|23.04\|19.80\|2901794;2026-06-08\|19.30\|-3.55\|19.46\|20.88\|18.40\|2491526;2026-06-09\|21.23\|10.00\|19.60\|21.23\|18.60\|3022532;2026-06-10\|19.11\|-9.99\|20.85\|21.20\|19.11\|2819825;2026-06-11\|17.73\|-7.22\|18.80\|19.36\|17.60\|2549869;2026-06-12\|17.50\|-1.30\|17.90\|18.47\|16.58\|2813667;2026-06-15\|17.83\|1.89\|16.99\|18.20\|16.51\|2236979;2026-06-16\|18.55\|4.04\|17.83\|18.95\|17.34\|2278431;2026-06-17\|17.80\|-4.04\|18.65\|19.20\|17.67\|2199750;2026-06-18\|16.38\|-7.98\|17.58\|17.70\|16.24\|2252269;2026-06-22\|16.39\|0.06\|16.24\|16.78\|16.00\|1799766;2026-06-23\|15.66\|-4.45\|16.10\|16.65\|15.50\|1834914;2026-06-24\|15.77\|0.70\|15.30\|16.15\|14.93\|1990117;2026-06-25\|15.24\|-3.36\|15.69\|15.86\|14.97\|1510576;2026-06-26\|15.37\|0.85\|15.42\|16.76\|15.23\|2634851;2026-06-29\|16.20\|5.40\|15.09\|16.20\|14.50\|2281691;2026-06-30\|14.96\|-7.65\|15.80\|15.85\|14.67\|1962241;2026-07-01\|15.36\|2.67\|15.24\|15.76\|14.30\|2133180;2026-07-02\|13.82\|-10.03\|15.00\|16.00\|13.82\|2224827;2026-07-03\|13.20\|-4.49\|13.76\|13.96\|12.91\|1691980;2026-07-06\|12.66\|-4.09\|13.21\|13.34\|12.63\|1445097;2026-07-07\|12.35\|-2.45\|12.50\|12.64\|12.12\|1185859;2026-07-08\|11.74\|-4.94\|12.35\|12.55\|11.70\|1027581;2026-07-09\|12.22\|4.09\|11.80\|12.59\|11.64\|1328459;2026-07-10\|12.90\|5.56\|12.20\|13.44\|12.03\|2029443;2026-07-13\|11.61\|-10.00\|12.00\|12.62\|11.61\|1401385
112680	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	转债摘牌+PCB+覆铜板+算力硬件行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年6月24日公告，“超声转债”已完成赎回及摘牌，短期因转股带来的股本摊薄压力消除，此后不再有相关转股抛压。 2、据2026年6月22日互动易，公司掌握高频高速印制线路板等核心技术，目前800G、1.6T光模块配套PCB在研究跟进中。 3、据2026年6月17日及22日互动易，公司M7/M8级高速覆铜板处于研发测试阶段；已启动高性能HDI印制板扩产升级项目，总投资约10.08亿元。 4、据2025年年报，公司长期入围全球PCB百强企业，主要从事印制线路板、液晶显示、覆铜板等业务，最终控制人为汕头市国有资产监督管理委员会。	公司是国内PCB龙头，为苹果核心供应链的HDI公司，主营包括超薄及特种覆铜板	2026-03-04\|15.04\|0.60\|14.77\|15.37\|14.75\|200588;2026-03-05\|15.24\|1.33\|15.37\|15.59\|15.12\|199277;2026-03-06\|15.20\|-0.26\|15.26\|15.45\|14.91\|172628;2026-03-09\|14.84\|-2.37\|14.88\|14.91\|14.29\|249499;2026-03-10\|15.70\|5.80\|15.17\|15.73\|15.10\|321431;2026-03-11\|15.76\|0.38\|15.70\|15.97\|15.58\|211467;2026-03-12\|15.59\|-1.08\|15.71\|15.89\|15.34\|187632;2026-03-13\|15.84\|1.60\|15.47\|16.12\|15.40\|306145;2026-03-16\|16.24\|2.53\|15.66\|16.30\|15.48\|404834;2026-03-17\|15.49\|-4.62\|16.05\|16.11\|15.47\|313497;2026-03-18\|16.32\|5.36\|15.71\|16.33\|15.55\|482299;2026-03-19\|15.88\|-2.70\|16.00\|16.20\|15.76\|304342;2026-03-20\|14.97\|-5.73\|15.95\|16.03\|14.91\|377310;2026-03-23\|13.47\|-10.02\|14.01\|14.18\|13.47\|351623;2026-03-24\|13.45\|-0.15\|13.50\|13.58\|12.60\|373831;2026-03-25\|13.66\|1.56\|13.69\|13.90\|13.51\|299635;2026-03-26\|13.12\|-3.95\|13.56\|13.72\|13.05\|209776;2026-03-27\|13.21\|0.69\|12.98\|13.39\|12.81\|170741;2026-03-30\|13.08\|-0.98\|12.88\|13.10\|12.76\|164265;2026-03-31\|12.65\|-3.29\|13.03\|13.13\|12.62\|172639;2026-04-01\|13.24\|4.66\|13.15\|13.65\|13.07\|270850;2026-04-02\|12.73\|-3.85\|13.20\|13.23\|12.63\|188587;2026-04-03\|12.65\|-0.63\|12.80\|12.92\|12.65\|124581;2026-04-07\|12.76\|0.87\|12.68\|12.94\|12.64\|137588;2026-04-08\|13.66\|7.05\|13.08\|13.67\|13.08\|246741;2026-04-09\|14.43\|5.64\|13.41\|14.85\|13.37\|534418;2026-04-10\|14.61\|1.25\|14.56\|14.76\|14.36\|309844;2026-04-13\|15.21\|4.11\|14.45\|15.42\|14.35\|365625;2026-04-14\|15.53\|2.10\|15.22\|15.86\|15.08\|337873;2026-04-15\|15.62\|0.58\|15.42\|15.93\|15.30\|331072;2026-04-16\|15.86\|1.54\|15.54\|16.01\|15.47\|222176;2026-04-17\|15.80\|-0.38\|15.86\|15.98\|15.63\|220369;2026-04-20\|16.04\|1.52\|15.76\|16.44\|15.68\|289408;2026-04-21\|16.10\|0.37\|16.00\|16.17\|15.85\|209115;2026-04-22\|16.48\|2.36\|16.11\|16.75\|16.06\|280602;2026-04-23\|15.97\|-3.09\|16.42\|16.55\|15.75\|277832;2026-04-24\|15.67\|-1.88\|15.88\|16.16\|15.50\|199618;2026-04-27\|15.71\|0.26\|15.66\|15.86\|15.31\|218065;2026-04-28\|15.28\|-2.74\|15.59\|15.68\|15.16\|201904;2026-04-29\|15.19\|-0.59\|15.14\|15.44\|15.01\|147185;2026-04-30\|14.88\|-2.04\|15.22\|15.35\|14.68\|197419;2026-05-06\|15.74\|5.78\|15.15\|15.98\|15.15\|276926;2026-05-07\|17.31\|9.97\|15.83\|17.31\|15.66\|634891;2026-05-08\|17.58\|1.56\|17.00\|17.65\|16.81\|686714;2026-05-11\|17.52\|-0.34\|17.41\|17.66\|17.12\|423234;2026-05-12\|16.95\|-2.14\|17.32\|17.44\|16.66\|390585;2026-05-13\|17.49\|3.19\|16.85\|17.76\|16.59\|611686;2026-05-14\|16.84\|-3.72\|17.40\|17.58\|16.80\|351281;2026-05-15\|16.28\|-3.33\|16.90\|17.10\|16.10\|353630;2026-05-18\|16.26\|-0.12\|16.08\|16.50\|15.85\|252778;2026-05-19\|15.95\|-1.91\|16.17\|16.20\|15.52\|264529;2026-05-20\|15.84\|-0.69\|15.96\|16.17\|15.54\|260946;2026-05-21\|15.23\|-3.85\|16.11\|16.46\|15.18\|434337;2026-05-22\|16.39\|7.62\|15.69\|16.43\|15.51\|454455;2026-05-25\|16.33\|-0.37\|16.45\|16.87\|16.00\|513544;2026-05-26\|16.87\|3.31\|15.99\|16.88\|15.80\|721276;2026-05-27\|16.26\|-3.62\|16.68\|16.68\|15.80\|634851;2026-05-28\|17.00\|4.55\|16.02\|17.06\|15.88\|728398;2026-05-29\|16.26\|-4.35\|17.00\|17.20\|16.05\|689440;2026-06-01\|15.91\|-2.15\|15.87\|16.77\|15.58\|527098;2026-06-02\|16.22\|1.95\|15.78\|16.67\|15.78\|520696;2026-06-03\|16.98\|4.69\|16.06\|17.84\|16.05\|1003542;2026-06-04\|17.41\|2.53\|16.81\|17.56\|16.45\|845765;2026-06-05\|17.61\|1.15\|17.30\|18.17\|16.77\|993872;2026-06-08\|17.09\|-2.95\|16.60\|17.80\|16.28\|675158;2026-06-09\|18.60\|8.84\|17.41\|18.79\|17.15\|1079985;2026-06-10\|17.87\|-3.92\|18.10\|18.97\|17.73\|1042464;2026-06-11\|19.10\|6.88\|17.44\|19.57\|16.81\|1184019;2026-06-12\|18.26\|-4.40\|19.30\|20.33\|18.25\|1255783;2026-06-15\|20.09\|10.02\|18.32\|20.09\|18.32\|737484;2026-06-16\|20.10\|0.05\|19.87\|20.67\|19.60\|1106248;2026-06-17\|22.11\|10.00\|19.90\|22.11\|19.88\|694443;2026-06-18\|21.60\|-2.31\|22.46\|22.49\|21.21\|1138248;2026-06-22\|23.76\|10.00\|21.84\|23.76\|21.84\|1173017;2026-06-23\|21.38\|-10.02\|24.68\|25.00\|21.38\|1196987;2026-06-24\|23.52\|10.01\|20.54\|23.52\|20.54\|1294445;2026-06-25\|25.87\|9.99\|24.99\|25.87\|24.51\|495210;2026-06-26\|28.46\|10.01\|28.46\|28.46\|27.23\|1062401;2026-06-29\|25.94\|-8.85\|28.67\|29.77\|25.61\|1610048;2026-06-30\|25.65\|-1.12\|25.83\|26.23\|24.15\|1340616;2026-07-01\|26.00\|1.36\|25.65\|28.22\|25.26\|1659103;2026-07-02\|23.40\|-10.00\|24.76\|24.92\|23.40\|1099688;2026-07-03\|22.19\|-5.17\|23.19\|23.39\|22.03\|864700;2026-07-06\|20.07\|-9.55\|22.17\|22.51\|19.97\|801482;2026-07-07\|19.32\|-3.74\|20.06\|20.45\|18.94\|573248;2026-07-08\|18.48\|-4.35\|19.31\|19.80\|18.40\|621024;2026-07-09\|19.19\|3.84\|18.84\|19.25\|17.90\|712748;2026-07-10\|18.05\|-5.94\|19.27\|19.82\|18.03\|799305;2026-07-13\|16.25\|-9.97\|17.90\|18.13\|16.25\|587299
112679	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-03-04\|66.48\|2.37\|62.31\|68.83\|62.00\|957298;2026-03-05\|64.37\|-3.17\|67.81\|67.95\|63.66\|782869;2026-03-06\|65.66\|2.00\|65.00\|68.60\|63.70\|728781;2026-03-09\|65.11\|-0.84\|64.60\|65.85\|61.64\|658924;2026-03-10\|66.46\|2.07\|66.08\|66.61\|62.50\|593772;2026-03-11\|62.85\|-5.43\|67.69\|69.20\|62.40\|948286;2026-03-12\|62.30\|-0.88\|62.51\|64.50\|61.01\|687058;2026-03-13\|56.07\|-10.00\|59.70\|59.70\|56.07\|1232874;2026-03-16\|55.19\|-1.57\|54.61\|56.24\|53.49\|910102;2026-03-17\|53.55\|-2.97\|54.53\|55.84\|53.41\|643134;2026-03-18\|54.44\|1.66\|54.28\|55.20\|53.49\|443201;2026-03-19\|51.39\|-5.60\|53.20\|53.46\|50.97\|739162;2026-03-20\|50.09\|-2.53\|52.41\|52.68\|49.74\|532683;2026-03-23\|47.76\|-4.65\|48.50\|50.00\|47.20\|551973;2026-03-24\|49.74\|4.15\|48.81\|49.74\|46.64\|727319;2026-03-25\|49.55\|-0.38\|51.14\|51.78\|48.77\|808340;2026-03-26\|47.11\|-4.92\|49.81\|49.98\|46.70\|601809;2026-03-27\|48.62\|3.21\|46.89\|49.41\|46.40\|683203;2026-03-30\|48.82\|0.41\|49.99\|50.22\|47.80\|542773;2026-03-31\|47.71\|-2.27\|49.79\|49.92\|47.20\|498101;2026-04-01\|48.87\|2.43\|48.73\|49.33\|48.03\|478495;2026-04-02\|46.17\|-5.52\|48.00\|48.16\|45.55\|541320;2026-04-03\|46.27\|0.22\|46.86\|47.24\|46.00\|355314;2026-04-07\|47.64\|2.96\|46.87\|48.54\|46.57\|454108;2026-04-08\|49.45\|3.80\|49.00\|49.83\|48.22\|881840;2026-04-09\|49.15\|-0.61\|48.42\|50.10\|47.93\|523657;2026-04-10\|48.98\|-0.35\|49.20\|49.87\|47.20\|898393;2026-04-13\|48.35\|-1.29\|48.30\|49.30\|46.95\|637699;2026-04-14\|49.94\|3.29\|49.18\|50.54\|48.36\|854611;2026-04-15\|47.18\|-5.53\|50.96\|51.01\|46.80\|1200172;2026-04-16\|51.90\|10.00\|47.61\|51.90\|45.60\|1247225;2026-04-17\|56.12\|8.13\|53.50\|57.09\|53.37\|1945776;2026-04-20\|58.54\|4.31\|57.16\|60.75\|57.16\|1441616;2026-04-21\|57.81\|-1.25\|58.00\|58.69\|56.88\|725388;2026-04-22\|58.13\|0.55\|57.74\|59.66\|56.71\|953165;2026-04-23\|56.57\|-2.68\|57.78\|58.20\|55.00\|917873;2026-04-24\|55.18\|-2.46\|55.31\|56.92\|53.30\|752655;2026-04-27\|53.83\|-2.45\|54.01\|56.74\|53.55\|871141;2026-04-28\|52.10\|-3.21\|53.82\|54.50\|51.13\|681152;2026-04-29\|57.31\|10.00\|52.07\|57.31\|51.80\|826627;2026-04-30\|58.19\|1.54\|58.00\|59.90\|57.30\|1241948;2026-05-06\|61.99\|6.53\|58.47\|62.83\|55.68\|1433116;2026-05-07\|63.19\|1.94\|62.88\|64.31\|61.05\|1078478;2026-05-08\|60.47\|-4.30\|61.80\|62.79\|59.70\|1072527;2026-05-11\|60.64\|0.28\|60.00\|61.76\|59.12\|944088;2026-05-12\|59.68\|-1.58\|60.88\|60.99\|58.53\|634916;2026-05-13\|62.46\|4.66\|59.33\|63.30\|59.09\|1003488;2026-05-14\|59.05\|-5.46\|61.84\|63.25\|58.80\|759567;2026-05-15\|56.46\|-4.39\|58.54\|59.12\|56.00\|675737;2026-05-18\|56.96\|0.89\|56.21\|58.64\|55.88\|544500;2026-05-19\|53.97\|-5.25\|56.47\|56.80\|52.53\|706559;2026-05-20\|55.18\|2.24\|54.01\|55.29\|52.72\|692103;2026-05-21\|56.71\|2.77\|55.13\|60.50\|54.90\|1030059;2026-05-22\|62.38\|10.00\|57.24\|62.38\|57.20\|918080;2026-05-25\|64.21\|2.93\|64.80\|65.30\|62.20\|1148122;2026-05-26\|67.69\|5.42\|63.94\|68.90\|63.03\|1286962;2026-05-27\|64.83\|-4.23\|68.80\|68.82\|63.60\|1051820;2026-05-28\|68.97\|6.39\|64.68\|70.38\|64.21\|1096913;2026-05-29\|68.00\|-1.41\|68.97\|70.96\|66.70\|990877;2026-06-01\|63.18\|-7.09\|68.02\|70.80\|63.01\|930470;2026-06-02\|66.51\|5.27\|64.13\|67.10\|61.30\|834733;2026-06-03\|71.71\|7.82\|65.89\|73.16\|65.11\|1227031;2026-06-04\|74.33\|3.65\|70.50\|74.81\|69.00\|1056332;2026-06-05\|70.10\|-5.69\|73.03\|74.31\|69.54\|823078;2026-06-08\|67.92\|-3.11\|66.00\|72.24\|64.57\|935596;2026-06-09\|70.80\|4.24\|69.00\|71.18\|67.28\|801430;2026-06-10\|72.90\|2.97\|69.18\|74.60\|68.20\|1021322;2026-06-11\|77.95\|6.93\|72.80\|79.60\|72.22\|1331268;2026-06-12\|79.00\|1.35\|80.31\|84.32\|75.68\|1620659;2026-06-15\|86.90\|10.00\|80.80\|86.90\|77.99\|1210464;2026-06-16\|92.50\|6.44\|89.48\|94.14\|89.01\|1231093;2026-06-17\|89.53\|-3.21\|89.00\|92.12\|88.00\|1078428;2026-06-18\|98.48\|10.00\|88.75\|98.48\|88.75\|914634;2026-06-22\|108.33\|10.00\|103.08\|108.33\|101.58\|831319;2026-06-23\|102.50\|-5.38\|113.99\|113.99\|101.08\|1383866;2026-06-24\|100.08\|-2.36\|99.86\|101.96\|94.79\|1198902;2026-06-25\|105.68\|5.60\|101.00\|107.58\|98.00\|1029206;2026-06-26\|99.51\|-5.84\|103.06\|109.68\|99.00\|936942;2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675
112678	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-03-04\|95.00\|0.13\|91.00\|96.50\|91.00\|703854;2026-03-05\|92.70\|-2.42\|97.85\|97.99\|92.00\|779276;2026-03-06\|95.45\|2.97\|90.06\|98.50\|87.97\|901125;2026-03-09\|98.24\|2.92\|90.30\|98.50\|87.19\|904426;2026-03-10\|108.06\|10.00\|102.00\|108.06\|101.20\|913332;2026-03-11\|104.80\|-3.02\|109.33\|111.65\|103.71\|913691;2026-03-12\|109.30\|4.29\|106.09\|109.30\|101.20\|791965;2026-03-13\|110.93\|1.49\|111.10\|118.98\|110.11\|1038026;2026-03-16\|119.00\|7.27\|112.71\|120.50\|111.00\|872649;2026-03-17\|109.71\|-7.81\|117.00\|117.16\|108.89\|972445;2026-03-18\|107.38\|-2.12\|111.93\|113.88\|101.83\|1372626;2026-03-19\|111.72\|4.04\|104.00\|114.11\|104.00\|827166;2026-03-20\|116.06\|3.88\|117.06\|119.55\|114.03\|928616;2026-03-23\|105.23\|-9.33\|110.27\|113.90\|104.90\|833379;2026-03-24\|107.52\|2.18\|108.30\|108.35\|101.74\|683509;2026-03-25\|108.21\|0.64\|113.90\|115.01\|107.75\|812183;2026-03-26\|104.30\|-3.61\|107.29\|109.32\|103.80\|657304;2026-03-27\|102.65\|-1.58\|100.00\|103.95\|98.83\|635680;2026-03-30\|105.00\|2.29\|100.81\|106.80\|100.76\|518951;2026-03-31\|103.30\|-1.62\|102.90\|107.00\|100.57\|566630;2026-04-01\|109.00\|5.52\|107.50\|109.50\|104.52\|701607;2026-04-02\|106.25\|-2.52\|107.05\|109.80\|104.80\|442869;2026-04-03\|110.55\|4.05\|108.59\|115.28\|108.00\|621609;2026-04-07\|109.01\|-1.39\|110.56\|112.00\|106.85\|455762;2026-04-08\|119.91\|10.00\|119.91\|119.91\|119.90\|232239;2026-04-09\|131.90\|10.00\|128.00\|131.90\|126.11\|936590;2026-04-10\|143.55\|8.83\|132.30\|145.09\|132.27\|1449445;2026-04-13\|146.83\|2.28\|143.61\|149.68\|143.61\|1086159;2026-04-14\|146.00\|-0.57\|147.00\|149.01\|143.51\|876028;2026-04-15\|145.80\|-0.14\|145.70\|151.00\|143.60\|813388;2026-04-16\|149.55\|2.57\|145.12\|149.55\|144.12\|806609;2026-04-17\|162.10\|8.39\|155.00\|164.45\|152.16\|1195419;2026-04-20\|157.00\|-3.15\|162.08\|168.20\|155.70\|1084234;2026-04-21\|169.40\|7.90\|157.19\|172.68\|156.01\|964689;2026-04-22\|186.34\|10.00\|172.06\|186.34\|171.20\|832377;2026-04-23\|186.66\|0.17\|192.00\|194.00\|183.98\|1131449;2026-04-24\|187.90\|0.66\|193.50\|196.00\|179.01\|1179788;2026-04-27\|186.70\|-0.64\|188.00\|190.55\|178.86\|907451;2026-04-28\|183.90\|-1.50\|187.00\|190.20\|181.01\|789533;2026-04-29\|184.25\|0.19\|180.61\|189.12\|176.88\|908411;2026-04-30\|186.73\|1.35\|189.78\|191.95\|181.83\|820417;2026-05-06\|191.88\|2.76\|191.80\|199.07\|187.00\|1019926;2026-05-07\|211.07\|10.00\|188.43\|211.07\|185.80\|866708;2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795
112677	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	PCB概念+PI膜+锂电池隔膜设备行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月29日年报及2026年5月15日互动易，公司通过控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并联动控股子公司有泽新材的PI膜与FCCL业务，打造“设备+材料”一体化解决方案。 2、据2026年4月29日年报，公司通过控股子公司江西有泽新材布局高性能PI薄膜业务，该产品广泛应用于柔性线路板、半导体、5G通信等领域。 3、据2025年11月28日互动易，目前已成功开拓了湿法锂电池隔膜设备、干法锂电池隔膜设备、隔膜涂覆设备、正负极片涂布设备等一系列新能源设备，公司拥有数十年高端智能装备制造经验，后续将通过产业基金积极拓宽设备新品类，适配产业链技术发展需求。	1、公司控股深圳飞仕达切入PCB设备领域，产品包括蚀刻机、显影机等，并与有泽新材PI膜及FCCL业务联动，打造“设备+材料”一体化解决方案； 2、公司机器人目前主要产品为码垛机器人、协作机器人； 3、控股子公司江西有泽新材料生产的PI薄膜可用于固态电池，其高电绝缘、耐高温特性可提升电池安全性，有研究表明相关固态电池能量密度可达300Wh/kg，CPI薄膜可用于电池封装环节	2026-03-04\|54.38\|-0.31\|54.20\|55.26\|53.85\|9831;2026-03-05\|54.83\|0.83\|54.82\|55.50\|54.40\|6593;2026-03-06\|56.25\|2.59\|54.85\|56.48\|54.46\|8130;2026-03-09\|53.75\|-4.44\|55.21\|55.25\|52.38\|10589;2026-03-10\|54.86\|2.07\|54.19\|55.18\|54.00\|5911;2026-03-11\|54.65\|-0.38\|55.00\|55.65\|54.40\|7027;2026-03-12\|52.63\|-3.70\|54.47\|54.88\|52.41\|9299;2026-03-13\|52.44\|-0.36\|52.63\|53.45\|52.21\|5186;2026-03-16\|50.33\|-4.02\|52.44\|52.50\|49.97\|15930;2026-03-17\|49.81\|-1.03\|50.78\|50.89\|48.86\|14136;2026-03-18\|50.41\|1.20\|49.57\|50.59\|49.06\|6845;2026-03-19\|49.87\|-1.07\|49.66\|50.99\|49.37\|8681;2026-03-20\|49.42\|-0.90\|49.87\|50.59\|49.11\|5784;2026-03-23\|46.98\|-4.94\|45.82\|50.18\|45.82\|9827;2026-03-24\|47.84\|1.83\|47.92\|48.19\|46.50\|7345;2026-03-25\|48.81\|2.03\|47.94\|49.50\|47.94\|5651;2026-03-26\|47.66\|-2.36\|48.55\|49.45\|47.12\|7504;2026-03-27\|47.85\|0.40\|46.87\|48.66\|46.87\|5208;2026-03-30\|46.71\|-2.38\|46.89\|47.80\|46.16\|8223;2026-03-31\|45.50\|-2.59\|46.60\|47.48\|45.50\|6339;2026-04-01\|48.29\|6.13\|46.41\|48.73\|46.01\|13054;2026-04-02\|51.00\|5.61\|48.98\|51.30\|47.88\|21337;2026-04-03\|52.91\|3.75\|50.50\|53.88\|50.01\|25937;2026-04-07\|52.40\|-0.96\|53.70\|53.74\|50.34\|17038;2026-04-08\|54.60\|4.20\|52.55\|56.30\|52.55\|26989;2026-04-09\|53.60\|-1.83\|53.32\|55.11\|53.32\|18288;2026-04-10\|53.33\|-0.50\|54.00\|54.35\|52.00\|15834;2026-04-13\|51.78\|-2.91\|53.12\|53.25\|51.55\|10959;2026-04-14\|52.33\|1.06\|51.79\|52.88\|51.12\|11512;2026-04-15\|51.98\|-0.67\|52.47\|52.82\|51.78\|6344;2026-04-16\|55.66\|7.08\|52.70\|56.80\|51.53\|25590;2026-04-17\|60.02\|7.83\|55.66\|60.68\|55.00\|26261;2026-04-20\|59.10\|-1.53\|60.02\|60.90\|58.50\|19200;2026-04-21\|58.75\|-0.59\|59.09\|59.95\|58.08\|12799;2026-04-22\|58.50\|-0.43\|58.50\|59.55\|58.01\|9940;2026-04-23\|57.51\|-1.69\|58.50\|58.50\|57.00\|10164;2026-04-24\|58.22\|1.23\|57.28\|58.76\|56.90\|10208;2026-04-27\|57.03\|-2.04\|58.23\|58.24\|55.57\|16148;2026-04-28\|54.30\|-4.79\|56.90\|56.91\|54.00\|11482;2026-04-29\|55.00\|1.29\|53.74\|57.22\|52.58\|17854;2026-04-30\|55.72\|1.31\|54.97\|56.93\|54.09\|15825;2026-05-06\|55.00\|-1.29\|56.34\|56.90\|54.44\|13476;2026-05-07\|58.18\|5.78\|55.00\|58.21\|54.67\|17082;2026-05-08\|59.00\|1.41\|58.00\|59.49\|57.50\|11753;2026-05-11\|60.08\|1.83\|59.54\|61.64\|59.51\|18730;2026-05-12\|58.49\|-2.65\|60.20\|60.48\|57.91\|11040;2026-05-13\|64.34\|10.00\|58.45\|64.34\|57.09\|29579;2026-05-14\|70.77\|9.99\|65.05\|70.77\|64.04\|52570;2026-05-15\|69.80\|-1.37\|70.45\|73.49\|68.21\|53107;2026-05-18\|67.00\|-4.01\|68.35\|70.38\|66.33\|38965;2026-05-19\|64.19\|-4.19\|66.99\|67.35\|62.10\|41319;2026-05-20\|65.79\|2.49\|63.55\|66.45\|62.82\|31953;2026-05-21\|62.14\|-5.55\|64.55\|65.32\|61.80\|25332;2026-05-22\|66.12\|6.40\|62.19\|66.90\|62.19\|27260;2026-05-25\|64.21\|-2.89\|65.12\|66.00\|62.31\|22798;2026-05-26\|61.95\|-3.52\|64.50\|64.88\|61.23\|15982;2026-05-27\|60.57\|-2.23\|62.36\|63.88\|60.00\|14738;2026-05-28\|61.51\|1.55\|60.11\|61.80\|59.29\|12804;2026-05-29\|56.95\|-7.41\|61.59\|61.96\|56.31\|19486;2026-06-01\|54.96\|-3.49\|56.50\|57.44\|54.61\|10477;2026-06-02\|42.00\|7.42\|39.20\|42.30\|35.85\|40561;2026-06-03\|46.20\|10.00\|42.00\|46.20\|41.50\|31966;2026-06-04\|47.00\|1.73\|45.33\|47.95\|43.50\|72527;2026-06-05\|46.46\|-1.15\|46.89\|49.26\|44.89\|73141;2026-06-08\|45.16\|-2.80\|44.00\|46.77\|43.58\|41798;2026-06-09\|48.28\|6.91\|45.17\|49.22\|44.23\|48359;2026-06-10\|45.76\|-5.22\|47.61\|49.10\|44.53\|45286;2026-06-11\|44.63\|-2.47\|45.52\|45.52\|43.68\|28110;2026-06-12\|43.03\|-3.58\|45.16\|46.24\|42.85\|26093;2026-06-15\|45.15\|4.93\|43.54\|45.49\|43.53\|34729;2026-06-16\|45.30\|0.33\|44.94\|46.52\|43.51\|35745;2026-06-17\|49.83\|10.00\|45.00\|49.83\|44.55\|51199;2026-06-18\|49.05\|-1.57\|50.67\|51.98\|48.18\|54729;2026-06-22\|47.77\|-2.61\|49.54\|49.64\|47.00\|35368;2026-06-23\|49.50\|3.62\|47.44\|51.26\|46.63\|62512;2026-06-24\|52.49\|6.04\|48.20\|52.53\|45.68\|79405;2026-06-25\|50.47\|-3.85\|51.02\|51.20\|48.02\|57039;2026-06-26\|50.08\|-0.77\|51.16\|51.50\|48.63\|33836;2026-06-29\|53.60\|7.03\|49.52\|54.99\|49.10\|67010;2026-06-30\|53.13\|-0.88\|53.13\|54.45\|50.95\|47935;2026-07-01\|47.84\|-9.96\|52.72\|52.86\|47.82\|55565;2026-07-02\|43.06\|-9.99\|44.57\|45.86\|43.06\|36855;2026-07-03\|42.75\|-0.72\|42.50\|44.08\|41.15\|30663;2026-07-06\|40.25\|-5.85\|42.71\|43.59\|39.69\|27490;2026-07-07\|39.10\|-2.86\|39.80\|40.25\|39.00\|15364;2026-07-08\|38.84\|-0.67\|38.71\|39.65\|37.92\|16045;2026-07-09\|37.90\|-2.42\|38.50\|39.10\|36.97\|20933;2026-07-10\|37.31\|-1.56\|37.50\|38.54\|37.27\|16256;2026-07-13\|34.31\|-8.04\|37.14\|37.29\|34.16\|19676
112676	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	800G光模块+PCB+定增AI服务器行业原因： 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3月28日年报，公司已自主研发掌握800G光模块PCB生产工艺技术，采用ultra Low Loss等级高速板材。 2、据2026年5月13日公告，公司1.6T/800G光模块PCB产品尚处于试样阶段，未形成收入；据2026年5月11日投资者关系活动记录表，公司提供PCB样板到批量板一站式服务，在快件样板领域具良好口碑。 3、据2026年5月12日公告，公司拟以简易程序向特定对象发行股票募资不超过1.3亿元，用于高多层及HDI产线技改，旨在切入AI服务器、高速光模块等新兴赛道。	1、公司拥有深圳、信丰和珠海三个制造基地，PCB业务涵盖样板、小批量板和大批量板，是行业内为数不多可以为客户提供从样板到批量生产一站式服务的PCB企业； 2、公司表示在光模块领域已积累了相关产品经验和客户，目前可批量接单； 3、公司产品主要应用于工业机器人类型产品，如焊接机器人、多关节机器人、智能协作机器人、移动机器人等;	2026-03-04\|23.14\|1.54\|22.08\|24.29\|22.08\|120110;2026-03-05\|24.78\|7.09\|23.65\|25.38\|23.37\|121713;2026-03-06\|26.10\|5.33\|24.08\|26.96\|24.08\|148441;2026-03-09\|24.50\|-6.13\|25.49\|25.66\|23.20\|142481;2026-03-10\|29.40\|20.00\|24.80\|29.40\|24.70\|119654;2026-03-11\|29.75\|1.19\|31.16\|32.35\|29.39\|234544;2026-03-12\|28.55\|-4.03\|29.21\|31.47\|28.10\|195798;2026-03-13\|26.85\|-5.95\|27.86\|28.43\|26.78\|138993;2026-03-16\|27.41\|2.09\|26.84\|27.69\|25.90\|116337;2026-03-17\|25.48\|-7.04\|27.00\|27.19\|25.35\|122269;2026-03-18\|26.27\|3.10\|25.67\|26.50\|25.55\|85386;2026-03-19\|26.80\|2.02\|26.24\|27.29\|25.73\|97210;2026-03-20\|28.00\|4.48\|27.00\|29.79\|26.88\|169814;2026-03-23\|25.97\|-7.25\|26.88\|28.32\|25.66\|117490;2026-03-24\|26.05\|0.31\|26.74\|26.89\|25.02\|105072;2026-03-25\|27.10\|4.03\|26.70\|28.46\|26.70\|100873;2026-03-26\|25.81\|-4.76\|27.00\|27.62\|25.71\|87088;2026-03-27\|25.46\|-1.36\|25.30\|25.89\|24.70\|73673;2026-03-30\|24.77\|-2.71\|24.80\|24.98\|23.76\|79393;2026-03-31\|23.27\|-6.06\|24.40\|24.79\|23.00\|87277;2026-04-01\|23.82\|2.36\|24.10\|24.74\|23.71\|91380;2026-04-02\|23.23\|-2.48\|23.84\|24.80\|23.06\|79026;2026-04-03\|23.66\|1.85\|23.63\|24.38\|23.14\|62878;2026-04-07\|24.20\|2.28\|23.42\|24.75\|23.42\|60242;2026-04-08\|29.04\|20.00\|25.00\|29.04\|24.80\|119917;2026-04-09\|28.01\|-3.55\|28.61\|28.98\|27.66\|155865;2026-04-10\|27.36\|-2.32\|28.01\|28.30\|27.10\|107189;2026-04-13\|28.49\|4.13\|27.37\|28.74\|26.65\|125702;2026-04-14\|33.07\|16.08\|28.64\|33.96\|28.60\|226592;2026-04-15\|34.85\|5.38\|34.86\|37.37\|33.73\|246003;2026-04-16\|34.37\|-1.38\|35.14\|35.24\|32.35\|142373;2026-04-17\|36.42\|5.96\|34.75\|37.74\|33.50\|178331;2026-04-20\|35.79\|-1.73\|36.01\|37.39\|34.70\|124915;2026-04-21\|38.20\|6.73\|35.87\|38.80\|35.00\|115883;2026-04-22\|38.10\|-0.26\|38.58\|40.94\|36.50\|129583;2026-04-23\|36.10\|-5.25\|37.60\|38.39\|35.67\|127020;2026-04-24\|33.11\|-8.28\|36.10\|36.20\|32.32\|161436;2026-04-27\|33.69\|1.75\|34.00\|34.94\|33.40\|103279;2026-04-28\|34.35\|1.96\|33.72\|35.44\|32.50\|121758;2026-04-29\|38.39\|11.76\|35.33\|40.97\|34.59\|205018;2026-04-30\|45.53\|18.60\|39.20\|46.07\|39.20\|248919;2026-05-06\|44.90\|-1.38\|45.00\|47.00\|44.11\|167366;2026-05-07\|46.50\|3.56\|44.69\|46.84\|42.33\|206108;2026-05-08\|53.34\|14.71\|48.82\|55.80\|48.82\|253295;2026-05-11\|59.24\|11.06\|52.90\|61.00\|52.50\|266415;2026-05-12\|61.97\|4.61\|59.25\|64.31\|58.00\|226267;2026-05-13\|60.52\|-2.34\|58.00\|61.69\|57.80\|144054;2026-05-14\|64.87\|7.19\|62.66\|66.60\|59.00\|149702;2026-05-15\|65.21\|0.52\|63.00\|70.20\|62.80\|122107;2026-05-18\|63.30\|-2.93\|63.23\|64.95\|60.60\|113804;2026-05-19\|63.43\|0.21\|63.75\|64.49\|58.87\|116870;2026-05-20\|65.90\|3.89\|63.00\|68.00\|62.00\|115291;2026-05-21\|59.61\|-9.54\|67.19\|69.19\|59.50\|127977;2026-05-22\|62.14\|4.24\|62.00\|63.63\|59.75\|132798;2026-05-25\|57.12\|-8.08\|63.23\|63.23\|54.46\|170501;2026-05-26\|53.20\|-6.86\|57.30\|57.80\|51.80\|127786;2026-05-27\|50.63\|-4.83\|53.20\|53.20\|49.31\|105214;2026-05-28\|52.72\|4.13\|50.52\|53.20\|49.52\|95891;2026-05-29\|48.05\|-8.86\|52.72\|52.72\|47.00\|103129;2026-06-01\|46.88\|-2.44\|48.92\|49.21\|46.32\|69596;2026-06-02\|48.88\|4.27\|47.61\|49.76\|45.00\|97604;2026-06-03\|58.66\|20.01\|50.18\|58.66\|50.18\|144364;2026-06-04\|56.70\|-3.34\|57.43\|58.80\|54.43\|171870;2026-06-05\|54.68\|-3.56\|56.20\|58.49\|54.01\|124417;2026-06-08\|50.11\|-8.36\|50.00\|52.61\|49.21\|90368;2026-06-09\|50.68\|1.14\|52.00\|52.98\|49.48\|87524;2026-06-10\|47.70\|-5.88\|49.00\|49.66\|46.40\|104904;2026-06-11\|46.99\|-1.49\|46.66\|47.50\|45.67\|67707;2026-06-12\|45.90\|-2.32\|48.00\|48.89\|45.62\|85383;2026-06-15\|49.90\|8.71\|46.98\|50.73\|46.82\|94019;2026-06-16\|51.68\|3.57\|50.55\|52.90\|48.55\|121978;2026-06-17\|52.55\|1.68\|50.18\|54.85\|49.03\|134737;2026-06-18\|56.84\|8.16\|51.98\|58.44\|51.33\|143279;2026-06-22\|55.26\|-2.78\|56.00\|57.89\|52.52\|135472;2026-06-23\|52.24\|-5.47\|54.70\|54.70\|51.11\|90877;2026-06-24\|54.50\|4.33\|51.72\|54.99\|51.65\|100902;2026-06-25\|54.36\|-0.26\|55.10\|58.92\|52.81\|133889;2026-06-26\|49.52\|-8.90\|53.42\|53.99\|49.33\|94249;2026-06-29\|48.16\|-2.75\|50.00\|51.84\|46.18\|64471;2026-06-30\|53.56\|11.21\|47.90\|56.11\|47.01\|120572;2026-07-01\|50.73\|-5.28\|52.17\|54.97\|50.41\|91496;2026-07-02\|46.26\|-8.81\|49.45\|50.78\|45.99\|60440;2026-07-03\|44.00\|-4.89\|46.08\|46.51\|44.00\|68464;2026-07-06\|40.87\|-7.11\|43.38\|44.00\|39.26\|67615;2026-07-07\|38.92\|-4.77\|41.03\|41.30\|37.99\|52555;2026-07-08\|37.21\|-4.39\|38.86\|39.79\|36.66\|57076;2026-07-09\|38.62\|3.79\|37.58\|38.65\|35.72\|57112;2026-07-10\|37.89\|-1.89\|39.22\|41.99\|37.88\|76134;2026-07-13\|33.56\|-11.43\|37.73\|38.14\|33.39\|72518
112675	行业拆解称英伟达下一代Vera Rubin机架PCB价值量大增	高速电子树脂+覆铜板上游+一季报增长行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年4月23日一季报，公司2026年第一季度归母净利润1.87亿元，同比增长103.35%，其中高速电子树脂销售收入2.58亿元，同比增长131.42%，受益于人工智能、算力升级等新兴领域发展。 2、据2026年4月23日年报，公司双马来酰亚胺树脂、碳氢树脂等核心产品已通过国内外一线覆铜板厂商，配套应用于英伟达、华为、苹果、英特尔等主流服务器体系，深度嵌入全球AI算力建设上游核心供应链。 3、据2026年6月2日及5月29日互动易，公司子公司眉山东材“年产20000吨高速通信基板用电子材料项目”预计6月30日前具备投料试生产条件，投产后将新增3500吨碳氢树脂产能。	1、公司业务聚焦于电子级树脂材料，如双马树脂、活性酯等，是制造高频高速PCB的核心原材料；2025年净利同比预增65.73%； 2、电子级树脂材料专家；公司与Chemax、种亿化学成立成都东凯芯半导体材料公司，重点开展高端光刻胶项目	2026-03-04\|31.45\|-0.73\|30.98\|32.80\|30.98\|610299;2026-03-05\|31.18\|-0.86\|32.46\|32.46\|30.60\|669479;2026-03-06\|30.67\|-1.64\|30.68\|31.55\|30.28\|399406;2026-03-09\|29.75\|-3.00\|29.77\|30.00\|28.11\|576190;2026-03-10\|31.39\|5.51\|30.50\|31.85\|30.35\|609080;2026-03-11\|32.03\|2.04\|31.60\|32.91\|31.60\|647877;2026-03-12\|31.96\|-0.22\|32.04\|33.06\|31.52\|574256;2026-03-13\|33.19\|3.85\|31.65\|33.50\|31.20\|740294;2026-03-16\|32.76\|-1.30\|33.19\|33.19\|30.79\|639698;2026-03-17\|31.08\|-5.13\|33.03\|33.57\|31.05\|479405;2026-03-18\|31.78\|2.25\|31.08\|32.22\|30.60\|420679;2026-03-19\|30.80\|-3.08\|31.00\|31.88\|30.50\|427876;2026-03-20\|30.76\|-0.13\|31.06\|31.57\|30.55\|346862;2026-03-23\|28.85\|-6.21\|29.70\|30.04\|28.20\|481659;2026-03-24\|29.03\|0.62\|29.51\|29.52\|27.40\|411276;2026-03-25\|30.47\|4.96\|29.71\|31.14\|29.52\|497557;2026-03-26\|29.60\|-2.86\|30.20\|30.44\|29.46\|285526;2026-03-27\|30.05\|1.52\|28.60\|30.88\|28.60\|344852;2026-03-30\|30.37\|1.06\|29.74\|31.05\|29.28\|289581;2026-03-31\|29.35\|-3.36\|30.38\|30.67\|29.08\|321366;2026-04-01\|30.53\|4.02\|30.50\|31.14\|30.15\|396623;2026-04-02\|29.40\|-3.70\|30.25\|30.50\|29.17\|286338;2026-04-03\|30.60\|4.08\|29.70\|31.31\|29.12\|538540;2026-04-07\|32.30\|5.56\|31.77\|33.60\|31.77\|749800;2026-04-08\|33.34\|3.22\|33.55\|33.63\|32.61\|642352;2026-04-09\|33.54\|0.60\|32.67\|33.95\|32.66\|466133;2026-04-10\|33.55\|0.03\|33.70\|34.58\|33.55\|455119;2026-04-13\|34.79\|3.70\|33.23\|35.22\|33.23\|601206;2026-04-14\|34.02\|-2.21\|35.42\|35.53\|33.66\|664254;2026-04-15\|33.08\|-2.76\|34.18\|34.20\|32.64\|505521;2026-04-16\|34.01\|2.81\|33.08\|34.69\|32.59\|451540;2026-04-17\|36.73\|8.00\|34.18\|37.41\|34.00\|957437;2026-04-20\|35.65\|-2.94\|36.51\|36.65\|35.42\|652571;2026-04-21\|36.07\|1.18\|35.15\|36.20\|34.98\|515737;2026-04-22\|36.64\|1.58\|35.70\|36.77\|35.45\|609260;2026-04-23\|34.13\|-6.85\|36.65\|36.78\|34.00\|912446;2026-04-24\|34.20\|0.21\|34.13\|34.75\|33.65\|446402;2026-04-27\|36.07\|5.47\|34.90\|36.50\|34.85\|611948;2026-04-28\|35.59\|-1.33\|36.17\|36.70\|35.02\|590248;2026-04-29\|38.66\|8.63\|35.59\|39.15\|35.59\|1342625;2026-04-30\|39.14\|1.24\|39.00\|39.99\|37.72\|992017;2026-05-06\|41.05\|4.88\|40.00\|41.97\|39.15\|872304;2026-05-07\|45.16\|10.01\|41.46\|45.16\|41.46\|879132;2026-05-08\|46.10\|2.08\|46.25\|47.73\|45.01\|1166896;2026-05-11\|45.80\|-0.65\|45.90\|46.90\|44.63\|923605;2026-05-12\|47.25\|3.17\|46.50\|47.80\|44.29\|980235;2026-05-13\|49.60\|4.97\|46.64\|49.99\|46.14\|1036949;2026-05-14\|46.27\|-6.71\|49.11\|49.11\|46.00\|909811;2026-05-15\|45.58\|-1.49\|47.00\|47.26\|43.80\|703102;2026-05-18\|45.50\|-0.18\|45.40\|46.40\|44.80\|524255;2026-05-19\|47.82\|5.10\|45.62\|48.10\|44.65\|758707;2026-05-20\|51.49\|7.67\|47.60\|51.74\|47.25\|903225;2026-05-21\|47.68\|-7.40\|51.60\|52.67\|47.00\|837584;2026-05-22\|52.45\|10.00\|48.58\|52.45\|48.45\|842267;2026-05-25\|53.74\|2.46\|54.00\|55.25\|52.80\|859852;2026-05-26\|53.30\|-0.82\|52.25\|54.98\|52.01\|717181;2026-05-27\|52.25\|-1.97\|53.50\|55.75\|51.76\|809207;2026-05-28\|54.43\|4.17\|51.83\|55.00\|50.52\|814796;2026-05-29\|50.00\|-8.14\|55.50\|55.68\|48.99\|1028040;2026-06-01\|47.79\|-4.42\|49.80\|50.95\|47.18\|830464;2026-06-02\|51.35\|7.45\|48.23\|52.40\|45.99\|863894;2026-06-03\|56.49\|10.01\|52.00\|56.49\|52.00\|1419459;2026-06-04\|59.60\|5.51\|55.45\|60.50\|54.72\|1106340;2026-06-05\|56.76\|-4.77\|59.16\|60.00\|56.07\|813662;2026-06-08\|54.20\|-4.51\|52.32\|56.47\|52.32\|770513;2026-06-09\|59.62\|10.00\|58.71\|59.62\|57.76\|946282;2026-06-10\|62.35\|4.58\|62.57\|64.34\|61.10\|1483503;2026-06-11\|61.72\|-1.01\|61.55\|63.50\|58.75\|1114909;2026-06-12\|61.06\|-1.07\|62.23\|65.33\|61.00\|1228030;2026-06-15\|65.22\|6.81\|61.00\|66.44\|61.00\|955605;2026-06-16\|71.74\|10.00\|65.50\|71.74\|65.50\|654593;2026-06-17\|73.20\|2.04\|72.50\|76.68\|72.01\|1105571;2026-06-18\|74.83\|2.23\|71.00\|77.77\|71.00\|864885;2026-06-22\|79.83\|6.68\|77.00\|80.46\|75.61\|857648;2026-06-23\|71.85\|-10.00\|78.00\|78.30\|71.85\|897303;2026-06-24\|74.55\|3.76\|71.74\|74.55\|68.96\|836476;2026-06-25\|77.58\|4.06\|75.00\|80.00\|72.25\|898905;2026-06-26\|73.65\|-5.07\|75.30\|76.00\|70.40\|772684;2026-06-29\|67.33\|-8.58\|72.00\|73.15\|66.29\|909612;2026-06-30\|70.79\|5.14\|68.00\|71.83\|67.53\|631929;2026-07-01\|67.28\|-4.96\|70.79\|70.79\|66.45\|634963;2026-07-02\|63.70\|-5.32\|64.00\|67.60\|62.70\|611761;2026-07-03\|63.70\|0.00\|63.00\|66.85\|61.49\|547307;2026-07-06\|62.57\|-1.77\|65.00\|66.66\|59.97\|559671;2026-07-07\|60.16\|-3.85\|62.53\|63.79\|59.50\|441077;2026-07-08\|56.87\|-5.47\|60.16\|61.50\|56.80\|490998;2026-07-09\|58.38\|2.66\|56.74\|58.76\|53.25\|911797;2026-07-10\|54.61\|-6.46\|58.90\|60.66\|54.61\|666158;2026-07-13\|49.49\|-9.38\|54.99\|55.43\|49.19\|650896
112674	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	CPO+MicroLED+深圳国资公司原因： 1、据2026年3月13日公告，目前，公司高速光模块项目已完成近5万平方米洁净智造基地建设并全面启用。截至本公告日，25G DFB及以下速率光芯片已完成研发及试生产，逐步向量产阶段过渡；应用于400G/800G/1.6T光模块的大功率系列CW DFB激光芯片和50G EML激光芯片正在按既定计划稳步推进研发；面向Micro LED 光互连CPO（共封装光学）技术的Micro LED光源芯片已完成研发工作，目前处于样品验证测试阶段。 2、据2025年4月17日年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，具备国企背景。	公司5万平米光模块基地启用Micro LED光源芯片进入样品验证阶段	2026-03-04\|9.29\|-1.06\|9.20\|9.56\|9.17\|899798;2026-03-05\|10.22\|10.01\|10.22\|10.22\|10.22\|218214;2026-03-06\|10.60\|3.72\|11.24\|11.24\|10.43\|3623039;2026-03-09\|9.71\|-8.40\|9.87\|9.89\|9.54\|2574799;2026-03-10\|10.03\|3.30\|9.72\|10.20\|9.72\|1676915;2026-03-11\|10.72\|6.88\|10.18\|11.03\|10.16\|3332228;2026-03-12\|10.85\|1.21\|10.61\|11.13\|10.50\|2591998;2026-03-13\|11.94\|10.05\|11.28\|11.94\|11.20\|3925592;2026-03-16\|11.33\|-5.11\|11.61\|11.68\|11.00\|3121397;2026-03-17\|10.33\|-8.83\|11.39\|11.40\|10.30\|2363752;2026-03-18\|10.51\|1.74\|10.47\|10.57\|10.16\|1446741;2026-03-19\|10.09\|-4.00\|10.27\|10.36\|10.00\|1296755;2026-03-20\|10.01\|-0.79\|10.26\|10.65\|10.01\|1616442;2026-03-23\|9.15\|-8.59\|9.69\|9.79\|9.07\|1604183;2026-03-24\|9.41\|2.84\|9.40\|9.47\|9.05\|1157003;2026-03-25\|9.80\|4.14\|9.60\|9.93\|9.60\|1203830;2026-03-26\|9.64\|-1.63\|9.71\|10.09\|9.55\|1244972;2026-03-27\|9.71\|0.73\|9.33\|9.82\|9.33\|842046;2026-03-30\|9.76\|0.51\|9.44\|9.78\|9.35\|832712;2026-03-31\|9.46\|-3.07\|9.68\|9.77\|9.36\|852059;2026-04-01\|9.76\|3.17\|9.73\|9.85\|9.57\|959054;2026-04-02\|9.52\|-2.46\|9.80\|9.93\|9.46\|952310;2026-04-03\|9.55\|0.32\|9.75\|9.84\|9.54\|913438;2026-04-07\|9.49\|-0.63\|9.65\|9.70\|9.33\|834360;2026-04-08\|10.23\|7.80\|9.73\|10.28\|9.73\|1600953;2026-04-09\|10.23\|0.00\|10.00\|10.38\|9.94\|1132540;2026-04-10\|10.22\|-0.10\|10.38\|10.47\|10.19\|951274;2026-04-13\|10.36\|1.37\|10.10\|10.44\|10.09\|928139;2026-04-14\|10.48\|1.16\|10.48\|10.64\|10.40\|966220;2026-04-15\|10.21\|-2.58\|10.53\|10.64\|10.17\|1074816;2026-04-16\|10.17\|-0.39\|10.23\|10.27\|10.10\|761287;2026-04-17\|10.67\|4.92\|10.18\|10.91\|10.14\|1498959;2026-04-20\|10.96\|2.72\|10.70\|11.05\|10.62\|1256355;2026-04-21\|10.99\|0.27\|10.62\|11.14\|10.58\|1115073;2026-04-22\|11.91\|8.37\|10.96\|12.09\|10.93\|2606399;2026-04-23\|13.10\|9.99\|12.00\|13.10\|11.91\|3735538;2026-04-24\|11.79\|-10.00\|11.79\|11.79\|11.79\|546815;2026-04-27\|11.90\|0.93\|11.43\|12.25\|11.22\|3577555;2026-04-28\|11.35\|-4.62\|12.01\|12.01\|11.27\|2153794;2026-04-29\|11.26\|-0.79\|11.22\|11.63\|11.10\|1387695;2026-04-30\|11.05\|-1.86\|11.33\|11.39\|10.91\|1138767;2026-05-06\|11.46\|3.71\|11.25\|11.76\|11.18\|1427027;2026-05-07\|12.08\|5.41\|11.60\|12.17\|11.48\|1803640;2026-05-08\|12.69\|5.05\|11.92\|12.82\|11.90\|2052304;2026-05-11\|13.18\|3.86\|12.92\|13.37\|12.62\|2313601;2026-05-12\|13.48\|2.28\|13.18\|13.59\|13.10\|1769662;2026-05-13\|13.49\|0.07\|13.16\|13.59\|13.05\|1597359;2026-05-14\|13.52\|0.22\|13.49\|13.88\|13.23\|1792169;2026-05-15\|12.65\|-6.43\|13.49\|13.68\|12.49\|2091844;2026-05-18\|12.60\|-0.40\|12.60\|13.23\|12.48\|1360943;2026-05-19\|12.79\|1.51\|12.49\|12.85\|12.14\|1200708;2026-05-20\|13.36\|4.46\|12.75\|13.39\|12.62\|1664195;2026-05-21\|12.21\|-8.61\|13.80\|13.80\|12.14\|2394267;2026-05-22\|12.39\|1.47\|12.27\|12.55\|12.18\|1375101;2026-05-25\|12.24\|-1.21\|12.51\|12.54\|11.74\|1582878;2026-05-26\|12.63\|3.19\|12.48\|12.89\|12.25\|1675725;2026-05-27\|12.34\|-2.30\|12.62\|12.88\|12.28\|1176025;2026-05-28\|12.34\|0.00\|12.31\|12.41\|11.81\|1137987;2026-05-29\|11.60\|-6.00\|12.34\|12.55\|11.44\|1351147;2026-06-01\|11.25\|-3.02\|11.60\|11.82\|11.20\|928212;2026-06-02\|11.83\|5.16\|11.25\|11.88\|11.00\|1047641;2026-06-03\|12.12\|3.24\|11.93\|12.91\|11.83\|2196886;2026-06-04\|12.23\|0.91\|11.86\|12.68\|11.70\|1302369;2026-06-05\|11.82\|-3.35\|12.05\|12.39\|11.71\|1175124;2026-06-08\|11.12\|-5.92\|11.18\|11.73\|11.01\|1234847;2026-06-09\|11.74\|5.58\|11.39\|12.10\|10.86\|1283966;2026-06-10\|10.80\|-8.01\|11.52\|11.57\|10.58\|1375849;2026-06-11\|10.66\|-1.30\|10.70\|10.96\|10.50\|783817;2026-06-12\|10.35\|-2.91\|10.95\|11.20\|10.24\|1078317;2026-06-15\|11.16\|7.83\|10.50\|11.25\|10.37\|1167291;2026-06-16\|11.82\|5.91\|11.24\|11.96\|11.10\|1139034;2026-06-17\|11.86\|0.34\|11.79\|12.17\|11.60\|933700;2026-06-18\|11.88\|0.17\|11.80\|12.10\|11.72\|830001;2026-06-22\|11.57\|-2.61\|11.95\|12.25\|11.29\|1163960;2026-06-23\|11.35\|-1.90\|11.45\|11.92\|11.22\|1059217;2026-06-24\|11.35\|0.00\|11.19\|11.56\|10.97\|964896;2026-06-25\|11.35\|0.00\|11.41\|11.57\|10.99\|1097828;2026-06-26\|10.74\|-5.37\|11.22\|11.50\|10.71\|1096271;2026-06-29\|10.22\|-4.84\|10.80\|10.93\|9.88\|1258039;2026-06-30\|10.39\|1.66\|10.13\|10.65\|10.11\|836084;2026-07-01\|10.50\|1.06\|10.39\|10.98\|10.23\|1093842;2026-07-02\|10.33\|-1.62\|10.21\|11.00\|9.90\|1396736;2026-07-03\|9.97\|-3.48\|10.34\|10.50\|9.96\|878227;2026-07-06\|10.54\|5.72\|10.56\|10.97\|10.48\|1981197;2026-07-07\|11.09\|5.22\|10.50\|11.32\|10.34\|1974721;2026-07-08\|10.55\|-4.87\|11.28\|11.70\|10.52\|1378663;2026-07-09\|11.30\|7.11\|10.80\|11.34\|10.27\|1530647;2026-07-10\|10.30\|-8.85\|11.30\|11.49\|10.30\|1695497;2026-07-13\|9.54\|-7.38\|10.10\|10.44\|9.45\|1206564
112673	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	CPO/NPO+1.6T光模块+高速光模块行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司已启动NPO/CPO相关业务的研发工作，布局光引擎、硅光调制解调器等，并在2026年OFC大会上联合合作伙伴展示了相关研发成果，近期加快在12.8T XPO等新技术方向上的布局。 2、据2026年5月18日投资者关系活动记录表，公司1.6T高速光模块产品已完成小批量供货，后续将根据客户需求有序安排批量发货；目前800G产品依然是市场需求主力，保持着较高的出货占比。 3、据2026年5月18日投资者关系活动记录表，公司高速光模块订单需求旺盛，正积极推进国内外生产基地的扩产工作以保障800G及1.6T产品的交付，目前光模块年化产能为350万支。	公司已向微软供应高速光模块产品，800G光模块产品已实现小批量发货，1.6T光模块产品在给客户送样测试	2026-03-04\|109.19\|-1.10\|107.26\|112.88\|106.68\|209686;2026-03-05\|113.18\|3.65\|111.64\|117.82\|109.33\|315662;2026-03-06\|114.78\|1.41\|111.86\|117.48\|108.57\|341765;2026-03-09\|111.27\|-3.06\|110.08\|112.00\|103.50\|309456;2026-03-10\|120.10\|7.94\|113.71\|121.99\|113.51\|418606;2026-03-11\|126.26\|5.13\|120.00\|128.25\|118.88\|464571;2026-03-12\|122.60\|-2.90\|123.80\|131.68\|121.44\|361188;2026-03-13\|117.71\|-3.99\|119.84\|124.33\|117.44\|249437;2026-03-16\|118.88\|0.99\|116.20\|119.30\|114.30\|214709;2026-03-17\|109.09\|-8.24\|119.98\|119.98\|109.00\|258574;2026-03-18\|112.53\|3.15\|110.99\|114.29\|107.93\|191161;2026-03-19\|115.67\|2.79\|108.05\|118.00\|107.88\|292384;2026-03-20\|115.33\|-0.29\|118.00\|122.80\|114.46\|350719;2026-03-23\|103.84\|-9.96\|110.00\|111.76\|103.80\|319926;2026-03-24\|105.85\|1.94\|106.60\|106.96\|102.70\|198903;2026-03-25\|109.94\|3.86\|108.88\|110.80\|106.97\|265126;2026-03-26\|105.43\|-4.10\|108.36\|109.90\|104.68\|191447;2026-03-27\|104.53\|-0.85\|102.08\|106.36\|100.44\|169561;2026-03-30\|105.29\|0.73\|102.50\|106.92\|102.14\|130509;2026-03-31\|101.60\|-3.50\|105.00\|105.53\|101.00\|186024;2026-04-01\|105.24\|3.58\|104.60\|105.50\|102.82\|196262;2026-04-02\|102.23\|-2.86\|104.05\|107.56\|101.60\|195967;2026-04-03\|102.99\|0.74\|103.59\|105.35\|102.19\|201233;2026-04-07\|101.41\|-1.53\|103.09\|104.00\|100.15\|191705;2026-04-08\|111.55\|10.00\|105.00\|111.55\|104.99\|379414;2026-04-09\|115.55\|3.59\|112.93\|117.04\|112.93\|430281;2026-04-10\|116.24\|0.60\|116.81\|117.88\|114.32\|287464;2026-04-13\|118.58\|2.01\|111.99\|119.98\|111.55\|375147;2026-04-14\|120.62\|1.72\|118.80\|124.28\|117.20\|361117;2026-04-15\|125.80\|4.29\|125.51\|132.68\|124.02\|653477;2026-04-16\|132.08\|4.99\|125.18\|132.65\|122.50\|445282;2026-04-17\|145.29\|10.00\|139.00\|145.29\|139.00\|235554;2026-04-20\|152.30\|4.82\|159.67\|159.78\|150.05\|629691;2026-04-21\|161.17\|5.82\|150.83\|162.57\|149.47\|466780;2026-04-22\|172.18\|6.83\|158.20\|176.86\|156.00\|594044;2026-04-23\|164.33\|-4.56\|170.00\|172.90\|161.12\|480592;2026-04-24\|153.64\|-6.51\|160.00\|164.26\|152.01\|396880;2026-04-27\|153.59\|-0.03\|155.64\|160.36\|152.72\|250685;2026-04-28\|155.19\|1.04\|160.00\|162.87\|154.00\|409927;2026-04-29\|170.71\|10.00\|154.50\|170.71\|154.50\|297762;2026-04-30\|174.97\|2.50\|179.00\|187.50\|174.78\|385900;2026-05-06\|179.22\|2.43\|185.80\|185.90\|176.35\|330739;2026-05-07\|184.07\|2.71\|182.08\|184.95\|171.00\|314193;2026-05-08\|189.84\|3.13\|179.00\|194.50\|179.00\|290541;2026-05-11\|197.80\|4.19\|188.98\|203.66\|187.50\|336495;2026-05-12\|189.42\|-4.24\|203.03\|209.66\|185.52\|386199;2026-05-13\|191.64\|1.17\|186.66\|193.22\|186.36\|251424;2026-05-14\|191.87\|0.12\|205.00\|208.00\|184.50\|336068;2026-05-15\|188.12\|-1.95\|193.20\|199.52\|186.00\|300896;2026-05-18\|184.30\|-2.03\|188.56\|190.80\|182.00\|235380;2026-05-19\|202.42\|10.00\|184.02\|202.42\|173.83\|355577;2026-05-20\|193.88\|-4.22\|196.90\|198.99\|190.27\|338537;2026-05-21\|179.19\|-7.58\|194.39\|195.87\|178.10\|295482;2026-05-22\|190.00\|6.03\|181.35\|191.99\|179.56\|242836;2026-05-25\|209.00\|10.00\|192.00\|209.00\|183.30\|333971;2026-05-26\|204.94\|-1.94\|213.00\|219.49\|202.00\|314440;2026-05-27\|188.50\|-8.02\|203.60\|206.60\|185.00\|355398;2026-05-28\|203.04\|7.71\|188.50\|206.00\|186.65\|321460;2026-05-29\|207.70\|2.30\|201.96\|219.00\|199.20\|383505;2026-06-01\|187.00\|-9.97\|199.21\|203.00\|186.93\|377890;2026-06-02\|189.85\|1.52\|187.33\|194.99\|183.00\|322554;2026-06-03\|202.60\|6.72\|192.91\|208.84\|190.20\|468073;2026-06-04\|204.17\|0.77\|194.00\|211.10\|194.00\|321136;2026-06-05\|192.02\|-5.95\|206.85\|214.30\|190.00\|340017;2026-06-08\|174.76\|-8.99\|179.00\|187.88\|173.10\|289570;2026-06-09\|180.97\|3.55\|179.50\|182.82\|175.60\|227070;2026-06-10\|175.99\|-2.75\|176.50\|179.64\|171.13\|157926;2026-06-11\|171.08\|-2.79\|175.53\|178.50\|166.25\|220318;2026-06-12\|182.99\|6.96\|177.00\|188.19\|176.80\|382675;2026-06-15\|201.29\|10.00\|188.18\|201.29\|184.00\|271367;2026-06-16\|198.07\|-1.60\|208.00\|208.00\|196.55\|281199;2026-06-17\|203.29\|2.64\|198.00\|203.89\|196.29\|255673;2026-06-18\|214.54\|5.53\|200.00\|217.54\|199.79\|276406;2026-06-22\|235.99\|10.00\|225.30\|235.99\|216.02\|358731;2026-06-23\|238.37\|1.01\|240.00\|249.58\|227.37\|364995;2026-06-24\|262.21\|10.00\|237.00\|262.21\|236.83\|307264;2026-06-25\|260.40\|-0.69\|260.00\|263.30\|253.03\|323788;2026-06-26\|245.92\|-5.56\|258.00\|259.88\|242.50\|239317;2026-06-29\|247.78\|0.76\|247.40\|258.48\|235.94\|250905;2026-06-30\|254.87\|2.86\|255.00\|256.36\|238.80\|234259;2026-07-01\|242.70\|-4.78\|253.00\|257.50\|240.01\|205603;2026-07-02\|218.43\|-10.00\|218.43\|226.99\|218.43\|237812;2026-07-03\|209.37\|-4.15\|207.51\|219.24\|207.00\|219665;2026-07-06\|196.56\|-6.12\|214.20\|214.98\|193.00\|210532;2026-07-07\|197.20\|0.33\|196.00\|202.00\|191.00\|185709;2026-07-08\|189.99\|-3.66\|197.34\|200.97\|188.33\|182528;2026-07-09\|202.00\|6.32\|193.99\|202.66\|179.59\|324633;2026-07-10\|199.09\|-1.44\|218.88\|222.20\|198.99\|344983;2026-07-13\|185.32\|-6.92\|194.50\|205.00\|183.45\|235719
112672	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	超级电容+间接投资光纤公司+储能电站行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。报告指出，高端AI服务器MLCC需求目前已呈现强劲态势，各ODM正积极抢备库存，以应对Rubin机架从2026年下半年起的量产爬坡。公司原因： 1、据2026年4月28日年报，公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，已构建“核心材料－关键器件－储能系统－消防安全”全链条生产体系，并交付多个百兆瓦时级电网侧储能标杆项目。 2、据2026年3月3日公告，公司拟在广东投建200MW/400MWh独立储能电站，总投资约5亿元，建设周期6个月，是公司向“设备+运营”双轮驱动模式转型升级的关键举措。 3、据2023年2月10日互动，公司持有智芯一号99%的股权，已投资苏州易缆微半导体技术有限公司（公司创新的硅光子异质集成产品开发平台具有完全的自主知识产权，是解决人工智能时代数据中心1.6T和3.2T高性能光模块的最优解决方案之一；同时公司的无源产品线（常规和特种），光纤阵列和耦合光器件等，目前已经形成批量生产，客户遍及国内及欧美地区）。	1、公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，开发新型号产品(如3000F低内阻超级电容器)保持技术领先； 2、公司通过智芯一号股权基金（持股99%）间接投资了苏州易缆微半导体技术有限公司；易缆微半导体是一家光纤通信产品研发生产商，致力于光纤通信系统、光网络系统、光电传感系统、物联网系统技术研究和试验发展及进出口业务	2026-03-04\|14.90\|-0.67\|14.50\|15.00\|14.25\|94931;2026-03-05\|15.18\|1.88\|15.10\|15.30\|14.95\|76557;2026-03-06\|15.30\|0.79\|15.10\|15.46\|15.00\|60662;2026-03-09\|15.51\|1.37\|15.00\|15.58\|14.94\|92409;2026-03-10\|15.59\|0.52\|15.56\|15.62\|15.32\|75157;2026-03-11\|15.67\|0.51\|15.51\|16.08\|15.47\|123937;2026-03-12\|17.24\|10.02\|15.70\|17.24\|15.66\|113964;2026-03-13\|16.54\|-4.06\|17.58\|17.88\|16.40\|260420;2026-03-16\|16.62\|0.48\|16.54\|17.04\|16.45\|151228;2026-03-17\|15.95\|-4.03\|16.50\|16.54\|15.90\|132539;2026-03-18\|15.54\|-2.57\|16.17\|16.18\|15.25\|105737;2026-03-19\|15.84\|1.93\|15.73\|16.98\|15.34\|173707;2026-03-20\|15.35\|-3.09\|15.99\|16.35\|15.34\|110858;2026-03-23\|14.44\|-5.93\|15.08\|15.58\|14.30\|103939;2026-03-24\|15.03\|4.09\|15.01\|15.25\|14.60\|84360;2026-03-25\|15.06\|0.20\|15.08\|15.60\|14.96\|64112;2026-03-26\|14.27\|-5.25\|14.91\|14.96\|14.24\|67268;2026-03-27\|14.56\|2.03\|14.04\|14.87\|14.04\|63788;2026-03-30\|14.28\|-1.92\|14.55\|14.56\|14.20\|46282;2026-03-31\|14.14\|-0.98\|14.27\|14.38\|13.90\|47215;2026-04-01\|14.55\|2.90\|14.42\|14.55\|14.18\|48151;2026-04-02\|14.46\|-0.62\|14.56\|15.00\|14.25\|64321;2026-04-03\|13.96\|-3.46\|14.43\|14.68\|13.91\|38331;2026-04-07\|14.40\|3.15\|13.93\|14.50\|13.93\|40967;2026-04-08\|14.81\|2.85\|14.69\|14.82\|14.48\|36321;2026-04-09\|14.53\|-1.89\|14.88\|14.88\|14.46\|25617;2026-04-10\|14.90\|2.55\|14.59\|15.56\|14.50\|71103;2026-04-13\|14.98\|0.54\|14.70\|15.07\|14.50\|46589;2026-04-14\|15.66\|4.54\|15.21\|16.45\|15.15\|140051;2026-04-15\|14.91\|-4.79\|15.59\|15.59\|14.86\|94369;2026-04-16\|14.93\|0.13\|14.87\|15.21\|14.70\|58493;2026-04-17\|15.66\|4.89\|14.69\|15.97\|14.47\|126405;2026-04-20\|16.15\|3.13\|15.64\|16.80\|15.31\|146660;2026-04-21\|16.30\|0.93\|15.90\|16.57\|15.81\|93982;2026-04-22\|16.53\|1.41\|16.14\|16.64\|16.01\|82212;2026-04-23\|16.22\|-1.88\|16.40\|16.49\|16.00\|75604;2026-04-24\|15.29\|-5.73\|16.11\|16.11\|14.72\|121244;2026-04-27\|15.17\|-0.78\|15.15\|15.54\|14.93\|100977;2026-04-28\|14.88\|-1.91\|15.06\|15.46\|14.70\|71263;2026-04-29\|14.92\|0.27\|14.61\|15.23\|14.58\|55616;2026-04-30\|14.94\|0.13\|14.77\|15.20\|14.77\|37287;2026-05-06\|15.17\|1.54\|14.99\|15.43\|14.95\|42065;2026-05-07\|16.69\|10.02\|15.18\|16.69\|15.18\|53797;2026-05-08\|16.71\|0.12\|16.66\|16.80\|16.22\|175609;2026-05-11\|16.53\|-1.08\|16.79\|17.15\|16.42\|119935;2026-05-12\|17.01\|2.90\|16.70\|17.74\|16.50\|143197;2026-05-13\|17.09\|0.47\|16.96\|17.31\|16.83\|120143;2026-05-14\|16.87\|-1.29\|17.20\|17.39\|16.84\|126841;2026-05-15\|16.71\|-0.95\|16.75\|17.13\|16.53\|87481;2026-05-18\|17.19\|2.87\|16.68\|17.33\|15.98\|153119;2026-05-19\|16.99\|-1.16\|17.11\|17.26\|16.80\|100284;2026-05-20\|16.73\|-1.53\|17.00\|17.01\|16.52\|50792;2026-05-21\|15.57\|-6.93\|16.73\|16.77\|15.47\|83161;2026-05-22\|16.03\|2.95\|15.51\|16.15\|15.47\|60369;2026-05-25\|17.63\|9.98\|16.07\|17.63\|16.07\|79145;2026-05-26\|16.65\|-5.56\|17.24\|17.39\|16.57\|155268;2026-05-27\|15.90\|-4.50\|16.49\|17.10\|15.82\|109402;2026-05-28\|17.49\|10.00\|16.20\|17.49\|15.75\|127783;2026-05-29\|17.64\|0.86\|17.98\|18.88\|17.54\|339210;2026-06-01\|19.40\|9.98\|17.16\|19.40\|17.01\|279012;2026-06-02\|21.34\|10.00\|19.21\|21.34\|18.01\|367007;2026-06-03\|22.54\|5.62\|22.08\|23.47\|21.36\|377560;2026-06-04\|24.79\|9.98\|21.41\|24.79\|21.22\|293889;2026-06-05\|22.31\|-10.00\|23.25\|24.28\|22.31\|157037;2026-06-08\|20.08\|-10.00\|20.08\|20.08\|20.08\|27469;2026-06-09\|18.08\|-9.96\|18.81\|19.50\|18.07\|370052;2026-06-10\|16.27\|-10.01\|17.30\|17.37\|16.27\|241817;2026-06-11\|16.20\|-0.43\|15.76\|16.96\|15.76\|224465;2026-06-12\|15.75\|-2.78\|16.20\|16.47\|15.70\|175389;2026-06-15\|16.33\|3.68\|15.95\|16.79\|15.80\|178496;2026-06-16\|16.91\|3.55\|16.48\|17.15\|16.20\|160436;2026-06-17\|16.17\|-4.38\|16.71\|16.97\|16.08\|149554;2026-06-18\|16.10\|-0.43\|16.00\|16.34\|15.90\|82837;2026-06-22\|15.81\|-1.80\|15.95\|16.35\|15.34\|109308;2026-06-23\|15.83\|0.13\|15.66\|16.26\|15.47\|79840;2026-06-24\|15.00\|-5.24\|15.84\|15.84\|14.63\|114060;2026-06-25\|14.71\|-1.93\|15.00\|16.10\|14.64\|103896;2026-06-26\|13.98\|-4.96\|14.41\|14.54\|13.90\|86453;2026-06-29\|13.58\|-2.86\|14.00\|14.14\|13.41\|70727;2026-06-30\|13.36\|-1.62\|13.50\|13.64\|13.30\|57418;2026-07-01\|13.35\|-0.07\|13.32\|13.67\|13.27\|58781;2026-07-02\|13.43\|0.60\|13.35\|13.83\|13.23\|69676;2026-07-03\|13.71\|2.08\|13.38\|13.94\|13.30\|68923;2026-07-06\|13.49\|-1.60\|13.77\|14.43\|13.46\|94047;2026-07-07\|14.84\|10.01\|13.59\|14.84\|13.59\|60303;2026-07-08\|16.32\|9.97\|14.70\|16.32\|13.86\|267782;2026-07-09\|15.80\|-3.19\|16.43\|17.12\|14.69\|317567;2026-07-10\|14.51\|-8.16\|14.93\|15.25\|14.22\|222171;2026-07-13\|13.06\|-9.99\|14.38\|14.38\|13.06\|130441
112671	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光芯片+光纤光缆+超导带材行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-03-04\|26.80\|-2.62\|25.86\|27.77\|25.86\|973806;2026-03-05\|28.09\|4.81\|27.50\|28.72\|26.52\|1465287;2026-03-06\|26.98\|-3.95\|27.70\|27.99\|26.81\|1046679;2026-03-09\|26.59\|-1.45\|26.01\|26.84\|25.50\|845950;2026-03-10\|28.15\|5.87\|27.27\|28.20\|26.70\|1301975;2026-03-11\|28.47\|1.14\|28.20\|29.50\|28.20\|1366439;2026-03-12\|27.35\|-3.93\|28.38\|28.83\|27.00\|1157400;2026-03-13\|27.61\|0.95\|27.19\|28.30\|27.08\|1028565;2026-03-16\|28.44\|3.01\|27.63\|28.68\|27.61\|1252367;2026-03-17\|27.07\|-4.82\|28.54\|28.57\|26.85\|1023119;2026-03-18\|27.49\|1.55\|26.90\|27.50\|26.40\|704817;2026-03-19\|26.96\|-1.93\|26.84\|27.35\|26.67\|528831;2026-03-20\|27.66\|2.60\|27.36\|28.50\|27.12\|1581663;2026-03-23\|25.32\|-8.46\|26.36\|26.50\|25.00\|1337696;2026-03-24\|25.21\|-0.43\|25.81\|25.96\|24.11\|919620;2026-03-25\|26.25\|4.13\|25.68\|26.46\|25.68\|1071384;2026-03-26\|25.39\|-3.28\|26.25\|26.33\|25.02\|901003;2026-03-27\|25.55\|0.63\|24.50\|26.10\|24.19\|898523;2026-03-30\|27.69\|8.38\|25.00\|28.09\|24.99\|1687135;2026-03-31\|27.74\|0.18\|27.13\|28.28\|26.90\|1340850;2026-04-01\|30.51\|9.99\|28.50\|30.51\|28.50\|2354132;2026-04-02\|30.29\|-0.72\|30.30\|31.88\|29.70\|2198990;2026-04-03\|30.98\|2.28\|31.03\|32.30\|30.60\|1677444;2026-04-07\|30.21\|-2.49\|30.98\|31.81\|30.01\|1241374;2026-04-08\|33.23\|10.00\|31.59\|33.23\|31.30\|1535919;2026-04-09\|34.64\|4.24\|33.95\|34.92\|33.20\|1864375;2026-04-10\|38.10\|9.99\|34.65\|38.10\|33.98\|2331300;2026-04-13\|38.70\|1.57\|37.87\|39.61\|36.70\|2175915;2026-04-14\|37.18\|-3.93\|38.10\|38.62\|36.80\|1840653;2026-04-15\|37.54\|0.97\|37.26\|40.27\|36.98\|2323465;2026-04-16\|39.47\|5.14\|37.50\|40.50\|36.41\|2004663;2026-04-17\|41.30\|4.64\|39.47\|42.50\|39.47\|1673910;2026-04-20\|41.80\|1.21\|41.31\|43.86\|40.72\|1853075;2026-04-21\|41.39\|-0.98\|39.95\|42.30\|39.95\|1628974;2026-04-22\|45.53\|10.00\|41.39\|45.53\|41.39\|707703;2026-04-23\|48.50\|6.52\|48.10\|50.07\|47.20\|2308499;2026-04-24\|49.01\|1.05\|48.50\|51.00\|47.55\|1957770;2026-04-27\|48.52\|-1.00\|49.91\|50.40\|47.28\|1394350;2026-04-28\|44.85\|-7.56\|48.60\|49.35\|44.53\|1984598;2026-04-29\|43.32\|-3.41\|44.61\|45.05\|42.78\|1670887;2026-04-30\|42.41\|-2.10\|43.84\|44.22\|41.80\|1202231;2026-05-06\|43.68\|2.99\|43.31\|44.78\|43.04\|1476186;2026-05-07\|47.52\|8.79\|44.72\|48.05\|43.41\|2266602;2026-05-08\|49.94\|5.09\|46.09\|50.49\|45.92\|2087162;2026-05-11\|51.40\|2.92\|50.58\|52.50\|48.93\|1864012;2026-05-12\|52.32\|1.79\|51.63\|55.99\|51.60\|1917080;2026-05-13\|51.83\|-0.94\|51.43\|52.88\|50.76\|1358830;2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386;2026-07-13\|44.94\|-8.36\|47.43\|48.81\|44.55\|1162847
112670	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光通信客户+电子测试测量仪器+权益分派行业原因： 6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。公司原因： 1、据2026年4月27日投资者关系活动记录表，光通信需求带动电源及源表类产品增长。报告期内电源及源表类产品收入同比增长 56.82%，其中光通信客户使用的相关系列电源收入同比增长166.16%。 2、公司是全球极少数具有数字示波器、信号发生器、频谱分析仪和矢量网络分析仪四大通用电子测试测量仪器主力产品研发、生产和销售能力的通用电子测试测量仪器企业,同时也是国内极少数同时拥有这四大主力产品并且四大主力产品全线进入高端领域的企业。 3、据2026年6月3日公告，公司发布2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利6.6元。 4、据2026年4月27日投资者关系活动记录表，公司2026年一季度高端产品营收占比提升至39%，银河系列高端射频微波类产品整体营收同比增长173.94%。	国内头部电子测量仪器供应商，可为光模块、AI芯片、电源等下游客户提供测试仪器，用于研发和产线测试	2026-03-04\|40.77\|-1.83\|41.49\|42.11\|40.44\|17350;2026-03-05\|42.90\|5.22\|41.96\|44.87\|41.50\|28072;2026-03-06\|44.88\|4.62\|42.62\|45.31\|42.52\|23593;2026-03-09\|44.34\|-1.20\|44.00\|44.77\|42.00\|22270;2026-03-10\|45.14\|1.80\|44.94\|45.78\|44.60\|13749;2026-03-11\|45.12\|-0.04\|45.14\|47.21\|44.85\|22850;2026-03-12\|44.00\|-2.48\|45.07\|46.10\|43.29\|17075;2026-03-13\|42.73\|-2.89\|43.40\|44.00\|42.73\|9963;2026-03-16\|43.19\|1.08\|42.79\|43.50\|41.75\|14321;2026-03-17\|40.82\|-5.49\|43.50\|43.71\|40.78\|13594;2026-03-18\|41.70\|2.16\|41.07\|41.83\|40.84\|8582;2026-03-19\|39.83\|-4.48\|41.00\|41.02\|39.64\|13769;2026-03-20\|38.82\|-2.54\|40.00\|40.38\|38.82\|9297;2026-03-23\|36.00\|-7.26\|38.45\|38.50\|35.77\|20741;2026-03-24\|37.66\|4.61\|37.60\|37.70\|36.13\|16596;2026-03-25\|38.79\|3.00\|38.51\|40.00\|38.12\|19412;2026-03-26\|38.11\|-1.75\|38.31\|39.24\|37.80\|13575;2026-03-27\|38.62\|1.34\|37.60\|38.80\|37.40\|8575;2026-03-30\|39.29\|1.73\|37.93\|39.75\|37.40\|15545;2026-03-31\|38.28\|-2.57\|38.98\|39.65\|38.23\|13158;2026-04-01\|39.15\|2.27\|39.00\|39.50\|38.82\|10240;2026-04-02\|39.47\|0.82\|39.16\|40.23\|38.70\|17244;2026-04-03\|40.21\|1.87\|39.40\|41.07\|38.99\|14495;2026-04-07\|40.82\|1.52\|40.77\|41.20\|39.63\|16358;2026-04-08\|48.48\|18.77\|41.92\|48.74\|41.81\|58011;2026-04-09\|47.72\|-1.57\|48.00\|49.26\|47.54\|48598;2026-04-10\|46.51\|-2.54\|48.10\|48.26\|46.40\|33347;2026-04-13\|49.49\|6.41\|46.51\|50.50\|46.03\|58874;2026-04-14\|48.86\|-1.27\|50.88\|53.00\|48.50\|58471;2026-04-15\|49.50\|1.31\|48.86\|50.32\|47.87\|44084;2026-04-16\|50.43\|1.88\|49.66\|51.68\|48.80\|40222;2026-04-17\|54.16\|7.40\|50.46\|55.40\|50.46\|49787;2026-04-20\|52.27\|-3.49\|53.86\|54.96\|51.61\|46404;2026-04-21\|53.22\|1.82\|52.06\|53.85\|51.60\|36538;2026-04-22\|54.06\|1.58\|52.61\|54.54\|52.11\|28745;2026-04-23\|53.81\|-0.46\|54.43\|54.67\|52.04\|38914;2026-04-24\|54.35\|1.00\|53.52\|59.70\|53.52\|67642;2026-04-27\|61.68\|13.49\|55.65\|63.00\|54.60\|72790;2026-04-28\|60.47\|-1.96\|61.50\|62.00\|58.80\|41924;2026-04-29\|61.58\|1.84\|60.26\|64.00\|59.08\|47984;2026-04-30\|61.58\|0.00\|62.81\|62.94\|59.89\|34874;2026-05-06\|61.44\|-0.23\|62.00\|62.86\|59.50\|49054;2026-05-07\|63.17\|2.82\|61.26\|63.70\|60.32\|37342;2026-05-08\|62.03\|-1.80\|62.54\|63.00\|60.39\|37462;2026-05-11\|61.32\|-1.14\|62.25\|63.18\|60.18\|33220;2026-05-12\|57.23\|-6.67\|61.28\|61.91\|56.90\|61668;2026-05-13\|57.03\|-0.35\|56.83\|57.45\|56.08\|34454;2026-05-14\|62.30\|9.24\|57.64\|64.44\|56.65\|67888;2026-05-15\|67.84\|8.89\|62.69\|70.77\|62.00\|76455;2026-05-18\|70.86\|4.45\|63.03\|73.00\|63.03\|76744;2026-05-19\|70.80\|-0.08\|69.80\|71.31\|66.77\|39459;2026-05-20\|75.55\|6.71\|69.80\|75.60\|68.88\|49642;2026-05-21\|70.70\|-6.42\|75.99\|75.99\|70.00\|44017;2026-05-22\|73.02\|3.28\|71.85\|76.80\|70.70\|36546;2026-05-25\|72.96\|-0.08\|74.60\|75.17\|71.69\|41809;2026-05-26\|68.97\|-5.47\|72.80\|73.66\|67.18\|31719;2026-05-27\|70.26\|1.87\|69.00\|72.88\|66.85\|38266;2026-05-28\|75.06\|6.83\|69.86\|76.49\|68.93\|40552;2026-05-29\|69.00\|-8.07\|76.22\|79.82\|68.81\|50491;2026-06-01\|64.65\|-6.30\|68.37\|70.50\|64.65\|50040;2026-06-02\|64.80\|0.23\|64.29\|66.61\|62.80\|36901;2026-06-03\|73.39\|13.26\|64.47\|77.76\|63.91\|72391;2026-06-04\|71.75\|-2.23\|72.88\|74.77\|69.88\|79797;2026-06-05\|71.16\|-0.82\|70.89\|76.10\|68.51\|51651;2026-06-08\|70.56\|-0.84\|67.55\|74.44\|66.00\|53219;2026-06-09\|70.70\|0.20\|71.20\|71.99\|68.51\|42613;2026-06-10\|71.34\|1.86\|68.66\|73.00\|68.07\|48268;2026-06-11\|72.61\|1.78\|70.73\|74.50\|69.90\|42914;2026-06-12\|70.16\|-3.37\|74.00\|76.69\|70.00\|55851;2026-06-15\|73.47\|4.72\|70.56\|74.66\|70.00\|48720;2026-06-16\|79.96\|8.83\|75.50\|80.23\|71.23\|65957;2026-06-17\|77.32\|-3.30\|77.76\|79.95\|75.00\|60721;2026-06-18\|78.01\|0.89\|77.20\|80.86\|76.11\|49498;2026-06-22\|68.75\|-11.87\|78.88\|78.88\|66.80\|93494;2026-06-23\|69.26\|0.74\|69.88\|71.98\|66.01\|57150;2026-06-24\|71.13\|2.70\|68.99\|71.59\|66.00\|48308;2026-06-25\|73.91\|3.91\|73.42\|76.42\|71.52\|56176;2026-06-26\|69.90\|-5.43\|73.98\|74.88\|68.50\|43554;2026-06-29\|70.30\|0.57\|69.79\|74.30\|67.33\|47520;2026-06-30\|73.46\|4.50\|70.50\|75.34\|69.22\|39731;2026-07-01\|79.47\|8.18\|74.00\|80.06\|72.18\|60913;2026-07-02\|80.30\|1.04\|76.02\|84.85\|74.30\|70711;2026-07-03\|84.91\|5.74\|80.44\|88.77\|77.88\|67888;2026-07-06\|77.37\|-8.88\|87.55\|91.17\|76.88\|82883;2026-07-07\|74.13\|-4.19\|75.93\|79.19\|72.50\|59426;2026-07-08\|71.98\|-2.90\|74.64\|76.50\|66.15\|60730;2026-07-09\|72.60\|0.86\|72.08\|72.98\|67.68\|42277;2026-07-10\|69.02\|-4.93\|72.93\|74.98\|69.02\|45510;2026-07-13\|63.41\|-8.13\|68.68\|69.69\|61.80\|45905
112669	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	涨停揭秘：光刻胶国产替代主线叠加收购富创优越切入高速光模块/铜缆连接器赛道，双重逻辑共振引爆市场关注；涨停缘由：国内光刻胶产业链龙头，批量供应头部晶圆厂；拟15.04亿元全资收购富创优越，标的专注高速率光模块及铜缆连接器；海外AI模型迭代拉动上游算力硬件需求；存储涨价延续强化产业链盈利预期；资金逻辑：4月9日主力资金大幅回流，机构席位买入超2500万元，反映对‘半导体材料+AI硬件’复合赛道的高度认可；风险提示：收购事项尚需监管审批，进度存在不确定性；光刻胶业务短期放量受限于客户验证周期	1、国内光刻胶产业链龙头之一，目前已批量供应国内头部晶圆厂； 2、公司拟以15.04亿元收购富创优越剩余57.84%股权，实现全资控股。标的是全球AI及算力制造产业链企业，致力于高速率光模块、高速铜缆连接器等	2026-03-04\|87.41\|-0.46\|85.85\|90.86\|85.41\|135146;2026-03-05\|85.35\|-2.36\|87.00\|89.92\|84.35\|181073;2026-03-06\|83.34\|-2.35\|85.02\|86.70\|82.01\|104264;2026-03-09\|82.07\|-1.52\|79.99\|82.28\|75.41\|177662;2026-03-10\|87.60\|6.74\|84.10\|87.87\|83.22\|143261;2026-03-11\|88.95\|1.54\|88.62\|91.18\|87.76\|144607;2026-03-12\|89.08\|0.15\|89.13\|92.68\|87.36\|138248;2026-03-13\|88.17\|-1.02\|88.33\|91.21\|87.81\|110056;2026-03-16\|85.38\|-3.16\|87.00\|87.55\|81.66\|150651;2026-03-17\|79.33\|-7.09\|87.00\|87.00\|78.67\|133784;2026-03-18\|81.30\|2.48\|80.92\|81.90\|79.63\|81494;2026-03-19\|78.55\|-3.38\|79.82\|80.80\|77.95\|65489;2026-03-20\|79.98\|1.82\|81.60\|84.80\|79.98\|143188;2026-03-23\|71.98\|-10.00\|77.62\|78.00\|71.98\|160775;2026-03-24\|74.90\|4.06\|74.61\|74.99\|71.58\|101611;2026-03-25\|77.94\|4.06\|78.57\|79.20\|76.68\|103300;2026-03-26\|76.06\|-2.41\|77.94\|78.71\|75.70\|77450;2026-03-27\|76.31\|0.33\|74.89\|77.50\|74.00\|57114;2026-03-30\|77.99\|2.20\|75.50\|78.66\|75.06\|66599;2026-03-31\|75.60\|-3.06\|77.50\|77.97\|74.50\|83637;2026-04-01\|81.64\|7.99\|78.90\|82.78\|78.55\|148720;2026-04-02\|82.75\|1.36\|81.60\|83.93\|80.80\|98804;2026-04-03\|83.31\|0.68\|84.48\|86.28\|83.20\|114212;2026-04-07\|80.22\|-3.71\|83.00\|83.60\|79.91\|91053;2026-04-08\|88.24\|10.00\|83.32\|88.24\|82.09\|153634;2026-04-09\|97.06\|10.00\|89.20\|97.06\|88.25\|219418;2026-04-10\|101.80\|4.88\|98.00\|103.79\|96.19\|282399;2026-04-13\|101.69\|-0.11\|100.98\|103.22\|100.00\|166301;2026-04-14\|99.49\|-2.16\|101.69\|104.28\|98.60\|189876;2026-04-15\|102.52\|3.05\|98.94\|105.98\|98.10\|182361;2026-04-16\|104.09\|1.53\|102.16\|105.58\|100.50\|123857;2026-04-17\|108.27\|4.02\|107.80\|109.20\|104.00\|146272;2026-04-20\|106.38\|-1.75\|107.50\|109.00\|105.58\|131773;2026-04-21\|106.40\|0.02\|106.00\|107.80\|104.50\|107754;2026-04-22\|107.40\|0.94\|106.00\|107.60\|104.06\|155654;2026-04-23\|106.00\|-1.30\|105.85\|110.46\|104.28\|162258;2026-04-24\|96.54\|-8.92\|104.35\|105.99\|95.43\|246737;2026-04-27\|93.80\|-2.84\|95.20\|97.00\|91.41\|263743;2026-04-28\|92.23\|-1.67\|93.02\|94.85\|92.06\|124058;2026-04-29\|100.93\|9.43\|90.00\|101.45\|90.00\|242841;2026-04-30\|101.45\|0.52\|101.69\|103.21\|99.20\|189863;2026-05-06\|98.81\|-2.60\|101.30\|101.44\|95.00\|205662;2026-05-07\|108.69\|10.00\|99.41\|108.69\|98.00\|228324;2026-05-08\|107.52\|-1.08\|108.78\|109.97\|106.10\|186000;2026-05-11\|107.15\|-0.34\|107.52\|109.52\|105.60\|173943;2026-05-12\|109.31\|2.02\|108.88\|109.99\|106.10\|196759;2026-05-13\|108.70\|-0.56\|107.97\|109.98\|106.86\|135898;2026-05-14\|109.40\|0.64\|109.88\|112.76\|103.00\|237174;2026-05-15\|107.68\|-1.57\|109.45\|112.46\|105.01\|177582;2026-05-18\|111.52\|3.57\|107.00\|112.73\|106.95\|179826;2026-05-19\|111.06\|-0.41\|109.93\|111.99\|106.20\|162850;2026-05-20\|113.20\|1.93\|111.06\|116.97\|111.06\|174687;2026-05-21\|107.48\|-5.05\|113.39\|115.00\|107.01\|162819;2026-05-22\|107.92\|0.41\|108.00\|110.23\|106.18\|121930;2026-05-25\|111.87\|3.66\|109.10\|113.50\|107.50\|136654;2026-05-26\|118.39\|5.83\|111.99\|120.20\|111.00\|209948;2026-05-27\|114.44\|-3.34\|118.00\|118.88\|113.91\|143995;2026-05-28\|116.76\|2.03\|114.88\|118.98\|111.91\|137847;2026-05-29\|109.48\|-6.24\|116.78\|120.03\|107.08\|185011;2026-06-01\|102.39\|-6.48\|109.00\|112.70\|102.20\|171752;2026-06-02\|101.81\|-0.57\|103.84\|104.50\|100.00\|132069;2026-06-03\|106.98\|5.08\|105.00\|111.99\|105.00\|223350;2026-06-04\|103.63\|-3.13\|105.00\|106.35\|102.80\|137496;2026-06-05\|98.95\|-4.52\|101.99\|104.11\|98.20\|140374;2026-06-08\|91.43\|-7.60\|89.86\|95.20\|89.86\|146312;2026-06-09\|98.97\|8.25\|93.58\|99.50\|91.57\|161494;2026-06-10\|99.30\|0.33\|96.00\|102.50\|95.09\|133366;2026-06-11\|102.70\|3.42\|98.75\|103.34\|97.33\|137244;2026-06-12\|100.98\|-1.67\|105.98\|108.09\|99.00\|146188;2026-06-15\|105.04\|4.02\|101.48\|107.97\|99.01\|141034;2026-06-16\|106.30\|1.28\|107.00\|108.28\|103.95\|99145;2026-06-17\|107.96\|1.56\|104.16\|109.27\|104.16\|110543;2026-06-18\|111.50\|3.28\|106.40\|111.86\|106.40\|122726;2026-06-22\|110.20\|-1.17\|112.00\|118.26\|108.00\|174773;2026-06-23\|108.89\|-1.19\|111.00\|115.20\|106.50\|137575;2026-06-24\|116.12\|6.64\|109.52\|117.44\|107.00\|189818;2026-06-25\|114.33\|-1.54\|118.00\|118.18\|113.01\|130340;2026-06-26\|106.80\|-6.59\|112.90\|113.78\|106.68\|126705;2026-06-29\|108.04\|1.16\|109.00\|116.48\|103.40\|212958;2026-06-30\|103.69\|-4.03\|107.01\|111.00\|98.89\|209236;2026-07-01\|102.51\|-1.14\|101.76\|109.88\|100.40\|215204;2026-07-02\|100.20\|-2.25\|99.00\|104.58\|97.00\|137294;2026-07-03\|94.97\|-5.22\|100.20\|100.82\|94.50\|153830;2026-07-06\|92.19\|-2.93\|96.50\|96.97\|91.03\|102168;2026-07-07\|95.78\|3.89\|92.77\|97.30\|92.20\|108694;2026-07-08\|91.75\|-4.21\|95.60\|97.52\|89.50\|99316;2026-07-09\|96.28\|4.94\|93.00\|96.99\|88.80\|108300;2026-07-10\|89.46\|-7.08\|97.66\|100.00\|89.30\|136670;2026-07-13\|83.53\|-6.63\|89.50\|90.32\|83.06\|123225
112668	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	AI算力光纤+空芯光纤+业绩高增+富时中国50 行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月5日公告，公司注意到近期市场对数据中心相关需求关注度较高，由于国内外数据中心建设持续加速，光纤光缆市场供需结构改善；据2026年5月23日投资者关系活动记录表，公司以空芯光纤、多芯光纤等产品全面覆盖智算中心光联接场景，空芯光纤衰减系数达0.04dB/km，已助力国内三大运营商开通首条商用线路，多模光纤市场份额全球第一。 2、据公司2026年第一季度报告，公司实现归母净利润4.95亿元，同比增长226.40%。 3、据2026年6月4日相关公告，富时罗素公布季度调整结果，长飞光纤光缆被纳入富时中国50指数。	全球光纤光缆行业的领先企业；公司空芯技术产能水平领先，并已在相关项目中标	2026-03-04\|228.27\|-3.28\|226.87\|245.77\|224.00\|140351;2026-03-05\|223.36\|-2.15\|233.00\|236.01\|219.59\|142939;2026-03-06\|213.20\|-4.55\|219.74\|221.66\|211.58\|137415;2026-03-09\|211.91\|-0.61\|204.78\|211.91\|196.12\|136859;2026-03-10\|233.10\|10.00\|217.25\|233.10\|214.25\|170543;2026-03-11\|250.01\|7.25\|244.75\|256.41\|244.66\|246696;2026-03-12\|245.00\|-2.00\|245.01\|266.66\|242.82\|196167;2026-03-13\|241.90\|-1.27\|243.78\|254.97\|241.06\|159105;2026-03-16\|233.00\|-3.68\|242.00\|245.00\|228.00\|152351;2026-03-17\|215.81\|-7.38\|232.98\|232.98\|213.80\|166216;2026-03-18\|222.93\|3.30\|221.00\|224.36\|214.67\|137808;2026-03-19\|215.93\|-3.14\|212.00\|222.93\|212.00\|105390;2026-03-20\|216.88\|0.44\|222.30\|233.60\|215.08\|205015;2026-03-23\|212.10\|-2.20\|213.54\|222.64\|209.60\|143246;2026-03-24\|233.31\|10.00\|216.34\|233.31\|212.79\|195170;2026-03-25\|256.64\|10.00\|246.00\|256.64\|243.00\|216140;2026-03-26\|268.88\|4.77\|258.44\|276.50\|254.07\|216812;2026-03-27\|274.26\|2.00\|258.00\|279.66\|252.25\|205662;2026-03-30\|301.69\|10.00\|269.28\|301.69\|269.28\|149173;2026-03-31\|309.49\|2.59\|300.00\|320.00\|287.01\|213010;2026-04-01\|308.00\|-0.48\|320.00\|320.00\|291.00\|182901;2026-04-02\|332.49\|7.95\|304.90\|338.80\|304.90\|192142;2026-04-03\|352.50\|6.02\|339.13\|363.63\|330.00\|186519;2026-04-07\|357.10\|1.30\|351.50\|368.00\|346.00\|172365;2026-04-08\|362.10\|1.40\|362.20\|365.10\|341.50\|218783;2026-04-09\|398.31\|10.00\|354.86\|398.31\|353.00\|214583;2026-04-10\|384.38\|-3.50\|392.00\|396.53\|370.00\|248833;2026-04-13\|369.18\|-3.95\|372.00\|375.88\|360.00\|230442;2026-04-14\|364.50\|-1.27\|369.99\|376.76\|360.01\|174594;2026-04-15\|358.61\|-1.62\|360.12\|371.80\|352.00\|170899;2026-04-16\|368.52\|2.76\|350.00\|373.05\|346.00\|180799;2026-04-17\|365.89\|-0.71\|367.44\|372.64\|360.35\|152231;2026-04-20\|385.00\|5.22\|374.23\|401.98\|374.23\|210116;2026-04-21\|381.58\|-0.89\|377.30\|386.66\|360.52\|154608;2026-04-22\|412.00\|7.97\|382.29\|417.96\|382.29\|202629;2026-04-23\|385.02\|-6.55\|411.20\|422.88\|381.50\|213286;2026-04-24\|368.16\|-4.38\|378.39\|385.00\|364.35\|164065;2026-04-27\|377.50\|2.54\|378.00\|394.00\|374.09\|175410;2026-04-28\|373.49\|-1.06\|370.51\|381.16\|368.00\|112319;2026-04-29\|370.52\|-0.80\|365.00\|375.99\|358.10\|122974;2026-04-30\|353.90\|-4.49\|359.10\|365.00\|336.99\|207769;2026-05-06\|361.05\|2.02\|362.00\|370.00\|353.50\|173789;2026-05-07\|389.20\|7.80\|380.11\|392.00\|368.18\|202035;2026-05-08\|397.23\|2.06\|373.38\|405.00\|373.00\|194562;2026-05-11\|400.31\|0.78\|404.40\|404.99\|385.00\|193999;2026-05-12\|411.46\|2.79\|406.05\|430.00\|406.00\|178592;2026-05-13\|406.96\|-1.09\|393.00\|412.98\|393.00\|138534;2026-05-14\|404.70\|-0.56\|410.82\|419.68\|398.72\|142031;2026-05-15\|374.45\|-7.47\|400.01\|404.70\|366.66\|155276;2026-05-18\|399.48\|6.68\|368.00\|401.99\|367.50\|165299;2026-05-19\|397.90\|-0.40\|395.49\|398.98\|376.99\|124501;2026-05-20\|397.95\|0.01\|396.90\|406.42\|382.01\|129645;2026-05-21\|375.80\|-5.57\|397.95\|402.03\|374.00\|137435;2026-05-22\|388.66\|3.42\|380.00\|389.98\|375.86\|100802;2026-05-25\|386.03\|-0.68\|388.66\|389.88\|378.05\|108557;2026-05-26\|363.93\|-5.72\|384.00\|384.99\|358.48\|149897;2026-05-27\|366.10\|0.60\|362.99\|375.00\|360.07\|114707;2026-05-28\|370.55\|1.22\|360.66\|373.00\|351.37\|116444;2026-05-29\|402.81\|8.71\|369.97\|407.00\|365.00\|253337;2026-06-01\|371.58\|-7.75\|399.99\|399.99\|367.00\|183223;2026-06-02\|408.74\|10.00\|373.11\|408.74\|368.58\|197541;2026-06-03\|444.99\|8.87\|423.00\|449.61\|420.99\|211772;2026-06-04\|455.89\|2.45\|434.90\|469.99\|433.00\|190685;2026-06-05\|441.67\|-3.12\|455.95\|487.10\|436.01\|203175;2026-06-08\|440.30\|-0.31\|406.00\|462.30\|406.00\|189114;2026-06-09\|484.33\|10.00\|454.00\|484.33\|447.10\|173082;2026-06-10\|452.69\|-6.53\|482.00\|495.00\|445.00\|179845;2026-06-11\|442.51\|-2.25\|443.68\|459.96\|431.10\|116596;2026-06-12\|436.50\|-1.36\|456.51\|462.46\|432.51\|149071;2026-06-15\|450.30\|3.16\|440.00\|452.88\|421.01\|146375;2026-06-16\|464.10\|3.06\|450.31\|474.99\|447.00\|150030;2026-06-17\|460.50\|-0.78\|452.01\|464.69\|445.38\|133681;2026-06-18\|471.55\|2.40\|455.00\|482.58\|454.98\|158951;2026-06-22\|518.71\|10.00\|494.78\|518.71\|490.10\|84661;2026-06-23\|570.58\|10.00\|555.00\|570.58\|539.46\|230562;2026-06-24\|580.00\|1.65\|558.20\|594.00\|553.18\|189302;2026-06-25\|575.00\|-0.86\|598.00\|600.00\|565.00\|180120;2026-06-26\|543.00\|-5.57\|565.07\|582.00\|533.00\|155835;2026-06-29\|527.10\|-2.93\|543.00\|549.19\|490.00\|142109;2026-06-30\|545.90\|3.57\|540.00\|549.90\|522.69\|121728;2026-07-01\|508.51\|-6.85\|535.00\|542.87\|500.10\|135034;2026-07-02\|464.37\|-8.68\|480.01\|495.50\|460.99\|118198;2026-07-03\|475.08\|2.31\|460.00\|492.00\|455.00\|124671;2026-07-06\|441.94\|-6.98\|489.00\|489.00\|429.00\|136577;2026-07-07\|429.16\|-2.89\|435.00\|448.56\|418.28\|125729;2026-07-08\|410.00\|-4.46\|434.31\|439.16\|407.68\|103749;2026-07-09\|441.26\|7.62\|418.80\|441.95\|400.43\|160193;2026-07-10\|415.03\|-5.94\|441.26\|466.98\|414.93\|182715;2026-07-13\|381.87\|-7.99\|405.60\|413.02\|378.37\|140370
112667	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	CPO+一季报扭亏+智能装备行业原因： 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5月25日互动易，公司已深耕光通信设备领域多年，共晶贴片机设备已在400G/800G高速光模块规模化生产中批量应用，成功进入国内外头部企业供应链并出口海外；2026年公司收购中南鸿思布局耦合机，从核心设备供应商向“光通信封装自动化系统解决方案”服务商升级。 2、据2026年4月22日公告，公司2026年一季度实现营收14.81亿元，同比增长100.90%，归母净利润2847.90万元，同比扭亏为盈。 3、据2026年5月25日机构调研，公司是一家专注于研发和创新的技术驱动型企业，深耕智能制造装备领域，产品主要应用于消费电子、新能源、汽车自动化、半导体等行业，并规划形成多轮驱动的业务结构。	公司高精度共晶贴片机已批量用于400G/800G光模块并出口海外，下一代1.6T/3.2T及CPO设备研发全面启动	2026-03-04\|44.52\|-1.07\|44.71\|46.40\|44.26\|81652;2026-03-05\|45.65\|2.54\|44.69\|46.10\|44.56\|91711;2026-03-06\|47.73\|4.56\|45.02\|48.81\|44.77\|107610;2026-03-09\|48.35\|1.30\|46.00\|49.16\|44.28\|122545;2026-03-10\|51.07\|5.63\|49.23\|51.39\|48.51\|126398;2026-03-11\|54.20\|6.13\|51.00\|56.13\|50.51\|184337;2026-03-12\|63.54\|17.23\|55.00\|64.88\|55.00\|287438;2026-03-13\|66.00\|3.87\|65.10\|69.26\|65.10\|272863;2026-03-16\|63.10\|-4.39\|65.77\|66.40\|60.74\|222056;2026-03-17\|59.91\|-5.06\|62.87\|63.44\|59.50\|143985;2026-03-18\|59.64\|-0.45\|60.33\|60.50\|58.08\|87253;2026-03-19\|57.59\|-3.44\|58.23\|59.30\|57.00\|95289;2026-03-20\|57.51\|-0.14\|57.49\|62.30\|57.32\|155867;2026-03-23\|53.59\|-6.82\|55.93\|57.47\|53.20\|128418;2026-03-24\|55.16\|2.93\|54.70\|55.29\|53.14\|98476;2026-03-25\|57.44\|4.13\|55.42\|59.00\|55.42\|107602;2026-03-26\|55.46\|-3.45\|57.45\|58.10\|54.52\|103502;2026-03-27\|55.50\|0.07\|54.30\|56.66\|53.21\|105261;2026-03-30\|54.04\|-2.63\|54.60\|56.10\|53.72\|85578;2026-03-31\|52.82\|-2.26\|53.70\|54.38\|52.36\|93719;2026-04-01\|55.16\|4.43\|54.03\|57.38\|53.83\|95454;2026-04-02\|55.02\|-0.25\|54.00\|57.33\|54.00\|68800;2026-04-03\|57.50\|4.51\|55.82\|58.17\|55.08\|105140;2026-04-07\|59.62\|3.69\|58.55\|60.66\|57.07\|210161;2026-04-08\|61.38\|2.95\|61.00\|62.58\|58.21\|223898;2026-04-09\|63.52\|3.49\|60.01\|65.90\|60.01\|173189;2026-04-10\|62.68\|-1.32\|64.00\|64.18\|61.94\|123176;2026-04-13\|64.90\|3.54\|61.25\|66.18\|60.32\|162810;2026-04-14\|65.61\|1.09\|66.51\|68.00\|64.53\|145550;2026-04-15\|63.89\|-2.62\|66.71\|66.74\|63.30\|130773;2026-04-16\|63.83\|-0.09\|63.88\|64.70\|62.28\|111360;2026-04-17\|65.60\|2.77\|65.22\|69.26\|64.72\|156688;2026-04-20\|65.86\|0.40\|65.67\|66.79\|63.67\|117321;2026-04-21\|66.52\|1.00\|65.48\|67.36\|64.10\|105576;2026-04-22\|64.95\|-2.36\|63.67\|65.66\|61.10\|181956;2026-04-23\|63.36\|-2.45\|65.52\|66.46\|61.96\|118185;2026-04-24\|60.96\|-3.79\|63.00\|63.74\|60.43\|123754;2026-04-27\|59.10\|-3.05\|59.00\|59.90\|57.88\|123810;2026-04-28\|57.88\|-2.06\|58.35\|59.17\|57.44\|69110;2026-04-29\|57.41\|-0.81\|57.50\|58.58\|56.66\|77900;2026-04-30\|57.78\|0.64\|57.73\|58.90\|57.20\|73915;2026-05-06\|58.07\|0.50\|59.22\|59.98\|57.82\|103143;2026-05-07\|60.77\|4.65\|58.04\|61.10\|57.35\|88406;2026-05-08\|60.96\|0.31\|59.77\|61.61\|58.82\|72704;2026-05-11\|62.40\|2.36\|61.86\|62.78\|59.65\|119834;2026-05-12\|63.86\|2.34\|62.37\|65.22\|60.08\|149297;2026-05-13\|63.42\|-0.69\|62.86\|65.98\|61.35\|108611;2026-05-14\|65.96\|4.00\|64.00\|67.67\|63.99\|146787;2026-05-15\|62.10\|-5.85\|66.80\|66.98\|60.71\|143074;2026-05-18\|62.80\|1.13\|60.50\|63.66\|60.48\|91591;2026-05-19\|62.95\|0.24\|63.24\|63.89\|59.00\|90994;2026-05-20\|63.39\|0.70\|63.00\|64.10\|61.34\|69355;2026-05-21\|57.98\|-8.53\|63.63\|63.77\|57.57\|116356;2026-05-22\|59.53\|2.67\|58.94\|61.00\|58.33\|94570;2026-05-25\|60.50\|1.63\|60.60\|62.10\|58.08\|91940;2026-05-26\|58.50\|-3.31\|61.50\|61.99\|57.01\|89003;2026-05-27\|57.48\|-1.74\|59.30\|59.67\|57.20\|77092;2026-05-28\|59.61\|3.71\|57.88\|61.66\|57.19\|100595;2026-05-29\|60.28\|1.12\|61.63\|64.55\|59.57\|143900;2026-06-01\|59.00\|-2.12\|60.27\|62.50\|57.57\|119349;2026-06-02\|64.92\|10.03\|59.25\|66.58\|58.86\|176460;2026-06-03\|72.67\|11.94\|68.66\|77.90\|68.66\|291685;2026-06-04\|71.84\|-1.14\|70.50\|74.83\|69.90\|169058;2026-06-05\|69.02\|-3.93\|71.50\|72.19\|67.89\|149053;2026-06-08\|65.31\|-5.38\|65.68\|69.00\|64.01\|130087;2026-06-09\|68.61\|5.05\|66.50\|69.39\|64.66\|126805;2026-06-10\|65.90\|-3.95\|67.87\|67.93\|64.30\|104058;2026-06-11\|63.57\|-3.54\|66.00\|66.97\|62.71\|86935;2026-06-12\|62.68\|-1.40\|64.50\|67.96\|61.99\|131842;2026-06-15\|67.18\|7.18\|62.63\|67.23\|62.61\|115489;2026-06-16\|67.88\|1.04\|67.28\|68.51\|66.50\|103469;2026-06-17\|69.84\|2.89\|68.00\|70.90\|67.18\|126561;2026-06-18\|70.98\|1.63\|69.71\|71.60\|68.68\|98236;2026-06-22\|63.30\|-10.82\|72.03\|72.03\|61.51\|233271;2026-06-23\|62.15\|-1.82\|63.33\|63.80\|60.48\|100560;2026-06-24\|62.66\|0.82\|61.00\|63.39\|59.50\|110667;2026-06-25\|63.51\|1.36\|62.22\|64.66\|60.80\|92401;2026-06-26\|59.05\|-7.02\|62.00\|62.58\|57.99\|111434;2026-06-29\|58.10\|-1.61\|59.05\|62.15\|57.03\|96718;2026-06-30\|63.05\|8.52\|58.06\|63.22\|58.06\|110673;2026-07-01\|62.46\|-0.94\|63.30\|65.45\|62.00\|95054;2026-07-02\|59.99\|-3.95\|61.50\|63.81\|59.37\|76898;2026-07-03\|61.96\|3.28\|60.99\|63.38\|59.43\|69543;2026-07-06\|58.02\|-6.36\|62.00\|62.20\|57.67\|80701;2026-07-07\|56.92\|-1.90\|57.96\|58.80\|56.07\|60540;2026-07-08\|54.87\|-3.60\|56.78\|57.35\|53.95\|75365;2026-07-09\|57.15\|4.16\|55.45\|57.48\|53.00\|80222;2026-07-10\|54.66\|-4.36\|57.16\|58.97\|54.60\|67152;2026-07-13\|49.90\|-8.71\|54.11\|54.60\|49.57\|88484
112666	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光通信+光学晶体+中科院行业原因：据财闻，全球光纤价格涨势已从中国市场向欧美蔓延。数据显示，中国G652.D裸光纤现货价格在2026年3月达到每光纤千米83.40元人民币(约合12.07美元)，较2026年1月环比大涨165%，同比涨幅高达418%。与此同时，欧洲市场同类产品价格亦较1月环比上涨136%。公司原因： 1、据2025年4月29日年报，公司是全球最大LBO、BBO晶体及其元器件生产商，市占率全球第一，并为激光客户提供“晶体+光学元件+激光器件”一站式光电服务。 2、据2025年半年报，公司通讯光学元件为光通信网络ROADM节点核心器件WSS提供衍射光栅、PBS、波片等关键元件，处于光通信产业链上游。 3、据2026年3月29日互动易，公司具备钒酸钇晶体批量生产能力，现阶段以生产掺杂钒酸钇为主。 4、据2025年4月29日年报，公司控股股东为中国科学院福建物质结构研究所，最终控制人为中国科学院。	公司具有磁光晶体到法拉第旋光片全制程能力。光隔离器基于法拉第磁光效应，有效提高激光系统的稳定性和输出功率，主要应用于光纤通信、光信息处理系统和精密光学测量系统中	2026-03-04\|67.10\|-1.41\|66.70\|68.85\|66.70\|162473;2026-03-05\|67.78\|1.01\|68.89\|69.27\|66.75\|134697;2026-03-06\|63.52\|-6.29\|66.50\|67.25\|63.40\|257287;2026-03-09\|61.96\|-2.46\|62.00\|62.44\|59.80\|183969;2026-03-10\|64.70\|4.42\|63.49\|64.88\|62.75\|158195;2026-03-11\|63.62\|-1.67\|64.73\|66.72\|63.50\|140564;2026-03-12\|62.22\|-2.20\|63.13\|64.34\|61.00\|107634;2026-03-13\|62.75\|0.85\|61.39\|63.70\|61.06\|105179;2026-03-16\|64.40\|2.63\|62.53\|64.79\|61.70\|151291;2026-03-17\|60.14\|-6.61\|64.41\|64.80\|59.95\|170355;2026-03-18\|60.93\|1.31\|60.71\|60.98\|59.35\|123314;2026-03-19\|59.69\|-2.04\|60.10\|60.86\|59.30\|88927;2026-03-20\|60.79\|1.84\|60.50\|64.31\|60.50\|205967;2026-03-23\|58.90\|-3.11\|59.72\|61.85\|58.31\|156814;2026-03-24\|64.79\|10.00\|60.36\|64.79\|59.53\|277271;2026-03-25\|67.35\|3.95\|69.94\|70.10\|65.90\|426715;2026-03-26\|65.34\|-2.98\|66.81\|68.40\|65.06\|215320;2026-03-27\|65.40\|0.09\|63.54\|66.97\|62.50\|217825;2026-03-30\|71.94\|10.00\|66.92\|71.94\|66.90\|411744;2026-03-31\|68.02\|-5.45\|70.72\|71.00\|67.70\|366095;2026-04-01\|66.78\|-1.82\|70.33\|70.40\|64.00\|439541;2026-04-02\|68.60\|2.73\|67.10\|73.40\|66.18\|469513;2026-04-03\|75.46\|10.00\|70.31\|75.46\|70.30\|488590;2026-04-07\|79.51\|5.37\|75.47\|80.59\|73.80\|598962;2026-04-08\|81.09\|1.99\|80.58\|81.24\|78.01\|578705;2026-04-09\|81.69\|0.74\|78.18\|83.50\|78.00\|467177;2026-04-10\|85.48\|4.64\|81.74\|86.99\|81.73\|453801;2026-04-13\|86.40\|1.08\|84.59\|87.86\|83.56\|328048;2026-04-14\|85.52\|-1.02\|85.80\|87.50\|83.83\|325624;2026-04-15\|83.56\|-2.29\|85.54\|86.05\|82.17\|294210;2026-04-16\|85.58\|2.42\|83.50\|87.88\|82.36\|267527;2026-04-17\|90.68\|5.96\|86.85\|91.98\|86.85\|328547;2026-04-20\|91.72\|1.15\|90.33\|94.07\|89.57\|260859;2026-04-21\|93.52\|1.96\|89.61\|95.59\|89.00\|254644;2026-04-22\|98.34\|5.15\|93.36\|100.60\|93.36\|362829;2026-04-23\|92.20\|-6.24\|97.89\|99.00\|90.03\|439593;2026-04-24\|89.25\|-3.20\|91.80\|95.60\|87.60\|391009;2026-04-27\|87.91\|-1.50\|89.30\|91.28\|87.40\|350932;2026-04-28\|85.60\|-2.63\|87.00\|88.59\|85.00\|279038;2026-04-29\|86.99\|1.62\|85.46\|89.37\|85.46\|324228;2026-04-30\|86.82\|-0.20\|89.81\|90.89\|85.70\|315107;2026-05-06\|92.66\|6.73\|89.01\|95.45\|86.57\|486582;2026-05-07\|98.40\|6.19\|92.66\|100.45\|90.50\|453325;2026-05-08\|108.24\|10.00\|95.90\|108.24\|94.02\|575045;2026-05-11\|108.69\|0.42\|114.00\|114.00\|104.32\|668102;2026-05-12\|113.36\|4.30\|110.94\|117.55\|104.28\|681292;2026-05-13\|116.32\|2.61\|108.05\|118.99\|108.05\|507447;2026-05-14\|113.76\|-2.20\|115.74\|124.60\|113.13\|435460;2026-05-15\|105.82\|-6.98\|112.74\|117.00\|104.29\|477666;2026-05-18\|104.73\|-1.03\|103.00\|108.50\|103.00\|343810;2026-05-19\|105.45\|0.69\|103.15\|105.88\|98.31\|345103;2026-05-20\|108.10\|2.51\|104.99\|110.94\|101.30\|420153;2026-05-21\|100.58\|-6.96\|108.99\|109.84\|100.00\|472381;2026-05-22\|105.56\|4.95\|100.58\|107.00\|98.90\|456558;2026-05-25\|111.89\|6.00\|109.00\|114.00\|106.91\|520713;2026-05-26\|104.00\|-7.05\|111.00\|112.83\|102.20\|409902;2026-05-27\|100.25\|-3.61\|102.20\|106.27\|98.67\|389477;2026-05-28\|107.84\|7.57\|102.02\|108.63\|99.52\|478115;2026-05-29\|100.56\|-6.75\|110.00\|110.65\|99.80\|419933;2026-06-01\|91.34\|-9.17\|99.51\|100.36\|91.00\|397464;2026-06-02\|93.65\|2.53\|92.98\|95.05\|89.26\|308214;2026-06-03\|99.00\|5.71\|95.52\|103.02\|95.52\|461236;2026-06-04\|97.20\|-1.82\|95.81\|98.66\|95.51\|295109;2026-06-05\|94.40\|-2.88\|96.30\|100.00\|93.79\|295036;2026-06-08\|86.50\|-8.37\|88.08\|90.86\|85.98\|324352;2026-06-09\|90.92\|5.11\|88.20\|91.20\|87.23\|264678;2026-06-10\|88.03\|-3.18\|89.35\|90.06\|86.78\|204341;2026-06-11\|90.72\|3.06\|87.88\|92.83\|87.88\|287793;2026-06-12\|90.38\|-0.37\|93.98\|93.99\|89.28\|258112;2026-06-15\|96.29\|6.54\|91.00\|96.47\|90.08\|352128;2026-06-16\|100.10\|3.96\|96.29\|101.72\|95.03\|422645;2026-06-17\|104.47\|4.37\|97.87\|104.73\|97.45\|444401;2026-06-18\|103.00\|-1.41\|102.44\|103.58\|100.88\|364855;2026-06-22\|101.52\|-1.44\|103.36\|108.15\|99.62\|443055;2026-06-23\|93.00\|-8.39\|100.00\|100.00\|91.37\|450440;2026-06-24\|95.02\|2.17\|90.96\|96.25\|90.71\|300653;2026-06-25\|98.31\|3.46\|96.00\|99.50\|93.00\|383172;2026-06-26\|90.18\|-8.27\|96.15\|96.19\|90.12\|340177;2026-06-29\|84.70\|-6.08\|88.83\|92.20\|82.82\|319482;2026-06-30\|92.28\|8.95\|85.40\|93.00\|83.77\|354486;2026-07-01\|87.19\|-5.52\|92.00\|92.16\|86.38\|280550;2026-07-02\|85.15\|-2.34\|84.80\|88.76\|82.85\|222406;2026-07-03\|82.30\|-3.35\|84.28\|85.86\|82.18\|211060;2026-07-06\|80.51\|-2.17\|84.50\|84.59\|78.10\|220183;2026-07-07\|76.66\|-4.78\|80.00\|80.31\|75.01\|274821;2026-07-08\|76.40\|-0.21\|77.25\|79.30\|73.90\|235077;2026-07-09\|81.37\|6.51\|77.92\|81.77\|74.02\|299438;2026-07-10\|77.45\|-4.82\|81.57\|84.50\|77.44\|277798;2026-07-13\|71.09\|-8.21\|77.00\|77.65\|70.80\|249375
112665	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光纤油膏+POF热收缩膜+一季报增长+常德国资行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年4月29日一季报，公司一季度营收3.99亿元，同比增长11.71%，归母净利润1528.53万元，同比增长4.79%。 2、据2025年年度报告，公司是全球第二大POF热收缩膜生产商，2025年销量约4.5万吨，最新研发的阻隔类膜、强力膜实现国产替代并已出口欧美。 3、据2025年年度报告及互动易，控股子公司众立合成材料的SEP光纤油膏、SEPS成人用品弹性体已批量供货，技术国内领先。 4、公司属于国有企业。公司的最终控制人为常德市人民政府国有资产监督管理委员会。	1、控股子公司众立合成材料的SEP光纤油膏、SEPS成人用品弹性体已批量供货，技术国内领先； 2、控股子公司众立合成材料所开发的氢化苯乙烯/异戊二烯嵌段共聚物（SEPS）系列产品可用于实体娃娃等成人用品领域，已经具备成熟的规模化生产能力	2026-03-04\|5.63\|0.00\|5.55\|5.78\|5.48\|289946;2026-03-05\|5.95\|5.68\|5.76\|6.08\|5.70\|397948;2026-03-06\|6.00\|0.84\|5.91\|6.02\|5.86\|245410;2026-03-09\|6.05\|0.83\|5.96\|6.09\|5.81\|338745;2026-03-10\|6.24\|3.14\|6.10\|6.33\|6.10\|323389;2026-03-11\|6.47\|3.69\|6.22\|6.70\|6.22\|677685;2026-03-12\|6.29\|-2.78\|6.44\|6.47\|6.25\|404397;2026-03-13\|6.17\|-1.91\|6.27\|6.33\|6.13\|270932;2026-03-16\|6.19\|0.32\|6.21\|6.32\|6.11\|252026;2026-03-17\|5.97\|-3.55\|6.20\|6.22\|5.96\|259337;2026-03-18\|6.09\|2.01\|5.96\|6.10\|5.92\|196117;2026-03-19\|5.77\|-5.25\|6.05\|6.06\|5.72\|350256;2026-03-20\|5.46\|-5.37\|5.79\|5.81\|5.45\|339871;2026-03-23\|5.14\|-5.86\|5.33\|5.49\|5.04\|408897;2026-03-24\|5.33\|3.70\|5.23\|5.35\|5.13\|278755;2026-03-25\|5.65\|6.00\|5.34\|5.86\|5.34\|599625;2026-03-26\|5.69\|0.71\|5.81\|6.04\|5.67\|600625;2026-03-27\|5.71\|0.35\|5.63\|5.82\|5.56\|349939;2026-03-30\|5.70\|-0.18\|5.64\|5.71\|5.51\|234927;2026-03-31\|5.68\|-0.35\|5.69\|5.80\|5.65\|229267;2026-04-01\|5.85\|2.99\|5.74\|5.95\|5.72\|255784;2026-04-02\|5.77\|-1.37\|5.86\|5.98\|5.72\|271299;2026-04-03\|5.58\|-3.29\|5.79\|5.85\|5.56\|214423;2026-04-07\|5.80\|3.94\|5.61\|5.90\|5.60\|324973;2026-04-08\|6.08\|4.83\|5.90\|6.10\|5.85\|369977;2026-04-09\|5.99\|-1.48\|6.00\|6.08\|5.95\|296579;2026-04-10\|6.02\|0.50\|6.01\|6.13\|5.98\|251562;2026-04-13\|5.98\|-0.66\|5.96\|5.99\|5.86\|227325;2026-04-14\|6.27\|4.85\|5.98\|6.37\|5.98\|745184;2026-04-15\|6.07\|-3.19\|6.20\|6.24\|6.04\|498339;2026-04-16\|6.17\|1.65\|6.09\|6.19\|5.98\|335688;2026-04-17\|6.19\|0.32\|6.12\|6.21\|6.10\|282959;2026-04-20\|6.28\|1.45\|6.17\|6.36\|6.15\|356830;2026-04-21\|6.28\|0.00\|6.26\|6.44\|6.12\|483648;2026-04-22\|6.23\|-0.80\|6.10\|6.24\|6.02\|310092;2026-04-23\|6.08\|-2.41\|6.23\|6.25\|6.05\|292665;2026-04-24\|6.09\|0.16\|6.06\|6.18\|5.98\|283214;2026-04-27\|6.11\|0.33\|6.04\|6.13\|5.98\|227482;2026-04-28\|5.85\|-4.26\|6.07\|6.11\|5.83\|320522;2026-04-29\|6.44\|10.09\|6.01\|6.44\|5.98\|701748;2026-04-30\|6.35\|-1.40\|6.47\|6.51\|6.28\|681304;2026-05-06\|6.48\|2.05\|6.38\|6.48\|6.33\|511247;2026-05-07\|6.66\|2.78\|6.54\|6.86\|6.51\|660564;2026-05-08\|6.99\|4.96\|6.57\|7.02\|6.52\|1006380;2026-05-11\|7.03\|0.57\|7.01\|7.30\|6.92\|1303563;2026-05-12\|7.73\|9.96\|7.01\|7.73\|7.01\|810496;2026-05-13\|7.43\|-3.88\|7.63\|7.82\|7.31\|1727135;2026-05-14\|7.23\|-2.69\|7.43\|7.80\|7.20\|1397222;2026-05-15\|6.89\|-4.70\|7.28\|7.31\|6.82\|1028946;2026-05-18\|6.77\|-1.74\|6.81\|6.93\|6.70\|616073;2026-05-19\|6.67\|-1.48\|6.77\|6.80\|6.56\|507608;2026-05-20\|6.75\|1.20\|6.63\|6.91\|6.39\|752582;2026-05-21\|6.54\|-3.11\|6.76\|7.01\|6.52\|678885;2026-05-22\|6.81\|4.13\|6.56\|6.85\|6.49\|503949;2026-05-25\|6.74\|-1.03\|6.83\|6.97\|6.65\|494182;2026-05-26\|6.59\|-2.23\|6.74\|6.74\|6.47\|425416;2026-05-27\|6.64\|0.76\|6.52\|6.98\|6.52\|570484;2026-05-28\|6.56\|-1.20\|6.53\|6.64\|6.39\|475021;2026-05-29\|6.22\|-5.18\|6.65\|6.82\|6.15\|610578;2026-06-01\|6.33\|1.77\|6.11\|6.42\|6.01\|402658;2026-06-02\|6.42\|1.42\|6.31\|6.50\|6.26\|327789;2026-06-03\|6.70\|4.36\|6.49\|7.06\|6.48\|979357;2026-06-04\|7.10\|5.97\|6.61\|7.15\|6.61\|967391;2026-06-05\|7.29\|2.68\|7.10\|7.40\|7.03\|903416;2026-06-08\|7.14\|-2.06\|6.84\|7.43\|6.83\|790739;2026-06-09\|7.28\|2.25\|7.31\|7.53\|7.16\|540090;2026-06-10\|7.29\|0.14\|7.28\|7.48\|7.17\|657424;2026-06-11\|6.96\|-4.53\|7.26\|7.35\|6.92\|706209;2026-06-12\|6.85\|-1.58\|7.06\|7.27\|6.76\|584361;2026-06-15\|7.42\|8.32\|6.90\|7.54\|6.89\|1185605;2026-06-16\|7.41\|-0.13\|7.42\|7.54\|7.28\|784787;2026-06-17\|7.22\|-2.56\|7.34\|7.43\|7.15\|606662;2026-06-18\|7.02\|-2.77\|7.19\|7.19\|6.83\|662949;2026-06-22\|6.92\|-1.42\|7.05\|7.08\|6.68\|602826;2026-06-23\|7.61\|9.97\|6.86\|7.61\|6.69\|842867;2026-06-24\|7.52\|-1.18\|7.62\|7.78\|7.29\|1132531;2026-06-25\|8.01\|6.52\|7.47\|8.10\|7.42\|1402431;2026-06-26\|7.89\|-1.50\|7.83\|8.08\|7.72\|954979;2026-06-29\|8.31\|5.32\|7.95\|8.44\|7.95\|1220921;2026-06-30\|7.97\|-4.09\|8.05\|8.24\|7.48\|1034605;2026-07-01\|7.17\|-10.04\|7.94\|7.99\|7.17\|1285583;2026-07-02\|6.45\|-10.04\|6.65\|6.81\|6.45\|1099151;2026-07-03\|5.99\|-7.13\|6.36\|6.45\|5.97\|914190;2026-07-06\|5.84\|-2.50\|6.02\|6.03\|5.75\|548885;2026-07-07\|5.71\|-2.23\|5.82\|5.96\|5.65\|381553;2026-07-08\|5.33\|-6.66\|5.65\|5.70\|5.32\|502425;2026-07-09\|5.36\|0.56\|5.31\|5.41\|5.06\|564162;2026-07-10\|5.20\|-2.99\|5.31\|5.43\|5.20\|457509;2026-07-13\|4.76\|-8.46\|5.15\|5.18\|4.76\|489057
112664	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	涨价+光模块晶振+CPO+人形机器人行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、6月30日蓝鲸科技记者从知情人士处获悉，国内晶振龙头企业泰晶科技已向合作伙伴发布价格调整通知函，宣布即日起对全系列晶振产品实施价格上调，各品类涨幅区间为10%—30%。 2、据泰晶科技官微2026年6月30日报道，公司在2026 MWC上海世界移动通信大会上，展示了312.5MHz超低抖动差分振荡器等高频差分产品，精准匹配1.6T/3.2T光模块、AI加速卡等高速互连需求。 3、据2025年9月2日互动易，公司针对光通信200G、400G、800G、1.6T市场推出了高基频、高精度、低相噪CMOS、LVDS差分输出时钟解决方案；据2026年3月23日投资者关系活动记录表，公司是全球少数推出能够适配1.6T以上光模块产品并具备量产能力的晶振厂商。 4、据2026年6月10日互动易，公司晶振产品在机器人的主控芯片、运动控制驱动、传感器等模块发挥重要作用。	1、公司为国内晶振龙头，高频振荡器产品有对应光通信相关应用场景； 2、公司石英晶体元器件可适配北斗导航、商业航天领域中导航通信、飞行控制等关键系统的时序需求	2026-03-04\|23.00\|0.00\|22.00\|23.98\|22.00\|518075;2026-03-05\|23.72\|3.13\|23.79\|24.48\|23.12\|503764;2026-03-06\|23.36\|-1.52\|23.78\|24.54\|23.10\|508968;2026-03-09\|22.06\|-5.57\|22.31\|22.58\|21.02\|450774;2026-03-10\|22.46\|1.81\|22.33\|22.88\|22.06\|333213;2026-03-11\|22.90\|1.96\|22.63\|24.05\|22.51\|385845;2026-03-12\|23.05\|0.66\|22.80\|23.20\|22.11\|317973;2026-03-13\|23.01\|-0.17\|22.38\|24.00\|22.19\|321033;2026-03-16\|25.31\|10.00\|23.60\|25.31\|23.60\|461949;2026-03-17\|22.85\|-9.72\|25.97\|26.06\|22.80\|621350;2026-03-18\|24.05\|5.25\|23.35\|24.18\|23.30\|438714;2026-03-19\|24.00\|-0.21\|23.95\|24.80\|23.50\|371866;2026-03-20\|23.08\|-3.83\|24.49\|24.50\|23.00\|366930;2026-03-23\|23.78\|3.03\|22.44\|25.00\|22.07\|568195;2026-03-24\|25.65\|7.86\|25.46\|26.16\|24.64\|776599;2026-03-25\|25.38\|-1.05\|26.00\|26.50\|24.90\|626641;2026-03-26\|23.81\|-6.19\|24.76\|25.27\|23.76\|398603;2026-03-27\|26.19\|10.00\|23.27\|26.19\|23.27\|417172;2026-03-30\|26.85\|2.52\|26.03\|26.96\|25.61\|597899;2026-03-31\|25.92\|-3.46\|26.34\|26.83\|25.61\|411319;2026-04-01\|26.30\|1.47\|26.85\|27.36\|25.15\|564761;2026-04-02\|24.81\|-5.67\|26.30\|26.78\|24.71\|460479;2026-04-03\|25.23\|1.69\|25.43\|26.30\|24.42\|451317;2026-04-07\|24.24\|-3.92\|25.35\|25.65\|23.78\|405185;2026-04-08\|26.19\|8.04\|24.99\|26.66\|24.86\|634382;2026-04-09\|25.39\|-3.05\|25.93\|26.20\|25.35\|373501;2026-04-10\|25.58\|0.75\|25.70\|26.66\|25.29\|366360;2026-04-13\|28.14\|10.01\|25.40\|28.14\|25.40\|423352;2026-04-14\|27.91\|-0.82\|28.58\|28.78\|27.62\|550036;2026-04-15\|27.15\|-2.72\|27.91\|28.21\|27.01\|366730;2026-04-16\|27.43\|1.03\|27.16\|28.19\|26.80\|407082;2026-04-17\|30.17\|9.99\|28.11\|30.17\|27.50\|628356;2026-04-20\|31.52\|4.47\|30.92\|32.58\|30.57\|664169;2026-04-21\|34.67\|9.99\|31.44\|34.67\|30.95\|477065;2026-04-22\|35.52\|2.45\|35.00\|36.30\|32.80\|777700;2026-04-23\|37.00\|4.17\|36.00\|37.55\|35.40\|812623;2026-04-24\|39.81\|7.59\|37.30\|40.70\|37.25\|927225;2026-04-27\|38.93\|-2.21\|40.91\|43.00\|38.30\|868378;2026-04-28\|36.20\|-7.01\|39.00\|39.20\|35.68\|671055;2026-04-29\|39.82\|10.00\|35.88\|39.82\|35.01\|681475;2026-04-30\|38.32\|-3.77\|40.30\|40.80\|37.31\|602393;2026-05-06\|38.85\|1.38\|38.38\|40.15\|37.89\|511354;2026-05-07\|42.74\|10.01\|41.99\|42.74\|41.99\|116989;2026-05-08\|47.01\|9.99\|47.01\|47.01\|45.65\|198921;2026-05-11\|51.71\|10.00\|50.67\|51.71\|50.05\|261289;2026-05-12\|54.28\|4.97\|51.00\|54.99\|49.25\|777181;2026-05-13\|54.00\|-0.52\|53.32\|55.32\|52.40\|571388;2026-05-14\|52.98\|-1.89\|54.50\|57.30\|51.68\|595637;2026-05-15\|55.58\|4.91\|53.53\|58.28\|53.53\|722876;2026-05-18\|54.00\|-2.84\|55.45\|57.68\|53.15\|647374;2026-05-19\|52.50\|-2.78\|53.83\|54.78\|50.34\|530648;2026-05-20\|50.85\|-3.14\|52.00\|52.69\|48.78\|562675;2026-05-21\|47.13\|-7.32\|50.50\|51.68\|46.71\|516979;2026-05-22\|50.24\|6.60\|48.00\|51.84\|47.99\|523740;2026-05-25\|49.19\|-2.09\|51.74\|52.94\|48.53\|499252;2026-05-26\|46.87\|-4.72\|49.20\|49.50\|46.20\|439813;2026-05-27\|45.97\|-1.92\|46.09\|48.46\|45.30\|398170;2026-05-28\|47.40\|3.11\|45.00\|47.50\|44.95\|398209;2026-05-29\|43.42\|-8.40\|49.70\|50.57\|43.00\|566528;2026-06-01\|42.40\|-2.35\|43.33\|44.76\|42.25\|407362;2026-06-02\|43.64\|2.92\|42.90\|44.30\|41.28\|357439;2026-06-03\|45.80\|4.95\|44.21\|48.00\|43.72\|597088;2026-06-04\|45.35\|-0.98\|44.55\|46.85\|44.55\|412945;2026-06-05\|44.49\|-1.90\|44.60\|46.15\|43.98\|351381;2026-06-08\|43.02\|-3.30\|41.75\|43.76\|41.75\|318058;2026-06-09\|45.19\|5.04\|43.88\|45.96\|42.83\|368382;2026-06-10\|43.76\|-3.16\|44.08\|45.63\|43.02\|306861;2026-06-11\|47.04\|7.50\|43.11\|48.14\|43.11\|643005;2026-06-12\|51.74\|9.99\|50.00\|51.74\|49.04\|173431;2026-06-15\|56.91\|9.99\|56.91\|56.91\|51.74\|867506;2026-06-16\|55.51\|-2.46\|57.00\|58.60\|53.31\|775317;2026-06-17\|59.00\|6.29\|54.77\|60.99\|54.77\|636772;2026-06-18\|58.99\|-0.02\|59.00\|61.88\|57.28\|581182;2026-06-22\|61.70\|4.67\|60.60\|64.66\|59.08\|544282;2026-06-23\|63.25\|2.51\|61.71\|66.00\|60.50\|534812;2026-06-24\|61.41\|-2.91\|61.77\|63.52\|59.00\|489045;2026-06-25\|64.76\|5.46\|60.74\|65.38\|58.10\|692144;2026-06-26\|64.30\|-0.71\|64.67\|69.35\|64.00\|526588;2026-06-29\|59.04\|-8.18\|63.75\|64.98\|57.90\|531582;2026-06-30\|60.05\|1.71\|58.55\|61.78\|58.20\|366901;2026-07-01\|66.06\|10.01\|66.06\|66.06\|66.06\|52027;2026-07-02\|59.45\|-10.01\|68.50\|68.67\|59.45\|676217;2026-07-03\|53.51\|-9.99\|56.00\|57.94\|53.51\|534615;2026-07-06\|51.74\|-3.31\|54.00\|55.54\|50.99\|371862;2026-07-07\|49.63\|-4.08\|51.32\|52.43\|48.90\|261480;2026-07-08\|45.96\|-7.39\|50.15\|50.99\|45.80\|323722;2026-07-09\|48.10\|4.66\|46.88\|48.20\|43.75\|425228;2026-07-10\|46.57\|-3.18\|49.50\|51.48\|46.50\|393329;2026-07-13\|41.91\|-10.01\|46.57\|46.93\|41.91\|326619
112663	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司拟收购伽蓝特100%股权，后者专注光通信模块和光芯片测试	2026-03-04\|34.02\|-2.97\|34.98\|35.04\|32.40\|309673;2026-03-05\|32.46\|-4.59\|34.06\|34.49\|31.47\|278282;2026-03-06\|34.40\|5.98\|31.79\|35.06\|31.57\|270726;2026-03-09\|35.60\|3.49\|32.53\|36.60\|32.53\|236343;2026-03-10\|36.78\|3.31\|36.36\|37.68\|35.66\|230288;2026-03-11\|37.75\|2.64\|37.44\|38.87\|36.82\|214573;2026-03-12\|36.41\|-3.55\|37.51\|38.03\|36.03\|152505;2026-03-13\|35.14\|-3.49\|36.36\|36.70\|35.00\|132248;2026-03-16\|38.65\|9.99\|35.50\|38.65\|35.29\|139961;2026-03-17\|37.91\|-1.91\|38.66\|40.28\|37.16\|229776;2026-03-18\|38.23\|0.84\|38.54\|39.06\|37.18\|160255;2026-03-19\|39.05\|2.14\|37.88\|39.59\|36.10\|200503;2026-03-20\|37.22\|-4.69\|38.72\|39.85\|37.15\|161250;2026-03-23\|35.70\|-4.08\|36.98\|37.20\|34.11\|141508;2026-03-24\|38.49\|7.82\|36.70\|38.65\|35.01\|108294;2026-03-25\|40.51\|5.25\|39.16\|41.85\|38.66\|132367;2026-03-26\|39.31\|-2.96\|40.23\|41.43\|38.98\|83522;2026-03-27\|39.80\|1.25\|38.38\|41.09\|37.52\|96951;2026-03-30\|43.78\|10.00\|39.80\|43.78\|39.00\|78855;2026-03-31\|42.10\|-3.84\|44.02\|44.92\|39.60\|180210;2026-04-01\|45.12\|7.17\|42.69\|46.31\|41.26\|239711;2026-04-02\|41.90\|-7.14\|44.78\|45.49\|41.33\|181963;2026-04-03\|46.09\|10.00\|42.38\|46.09\|42.38\|120528;2026-04-07\|50.70\|10.00\|47.72\|50.70\|46.80\|208135;2026-04-08\|52.86\|4.26\|55.00\|55.16\|49.70\|229019;2026-04-09\|55.68\|5.33\|53.15\|57.40\|51.30\|193891;2026-04-10\|53.01\|-4.80\|56.79\|56.99\|51.50\|186109;2026-04-13\|58.31\|10.00\|53.03\|58.31\|53.03\|88471;2026-04-14\|64.14\|10.00\|59.60\|64.14\|59.60\|163984;2026-04-15\|70.54\|9.98\|68.43\|70.55\|67.90\|259681;2026-04-16\|66.47\|-5.77\|70.91\|72.50\|63.72\|315081;2026-04-17\|73.12\|10.00\|66.40\|73.12\|66.00\|193449;2026-04-20\|78.00\|6.67\|75.18\|79.56\|73.00\|267718;2026-04-21\|82.20\|5.38\|76.12\|84.22\|76.00\|191201;2026-04-22\|81.22\|-1.19\|81.44\|83.60\|78.69\|193161;2026-04-23\|75.90\|-6.55\|80.00\|80.13\|73.10\|219597;2026-04-24\|82.29\|8.42\|78.39\|83.49\|74.50\|261969;2026-04-27\|80.90\|-1.69\|79.68\|81.93\|77.00\|192510;2026-04-28\|85.06\|5.14\|79.20\|87.20\|77.66\|182755;2026-04-29\|81.35\|-4.36\|84.00\|84.98\|78.66\|194596;2026-04-30\|79.94\|-1.73\|81.06\|84.70\|77.00\|180321;2026-05-06\|75.82\|-5.15\|80.35\|80.40\|74.77\|178279;2026-05-07\|83.40\|10.00\|76.32\|83.40\|74.26\|193726;2026-05-08\|84.14\|0.89\|82.03\|85.79\|78.52\|161766;2026-05-11\|85.13\|1.18\|85.00\|88.00\|80.10\|160644;2026-05-12\|82.50\|-3.09\|86.82\|87.50\|81.22\|138473;2026-05-13\|86.06\|4.32\|81.75\|87.49\|80.28\|134349;2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422
112662	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光模块+6G+精密箱体行业原因： 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5月26日公告，公司已累计支付2.75亿元持有光彩芯辰20%股权，并拟以1.3亿元进一步收购其6.9365%股权；据2025年12月30日公告，光彩芯辰主营100G至800G及1.6T系列光模块产品。 2、据2025年年报，公司移动通信设备业务核心产品滤波器、天线批量应用于4G、5G宏基站，客户包括中兴通讯、爱立信等；据2023年2月9日互动易，公司跟踪6G技术并开展技术储备。 3、据2025年年报及2026年5月8日投资者关系记录表，公司精密箱体系统业务拓展新能源、医疗、半导体等专用设备领域，2025年该业务收入占比提升至24.08%，并依托世嘉马来西亚公司拓展海外市场。	1、公司拟通过增资扩股方式取得光彩芯辰浙江科技有限公司不超过20%股权，布局光通信细分赛道； 2、公司通过精密箱体系统业务为储能行业下游客户江苏阿诗特能源科技有限公司供应储能柜，在储能领域有产品供应和业务合作	2026-03-04\|52.11\|-0.93\|50.49\|53.44\|50.31\|123421;2026-03-05\|57.32\|10.00\|54.60\|57.32\|53.60\|200648;2026-03-06\|59.80\|4.33\|57.01\|61.85\|56.77\|233059;2026-03-09\|59.80\|0.00\|55.97\|60.55\|54.10\|242287;2026-03-10\|63.36\|5.95\|61.20\|64.53\|57.14\|247698;2026-03-11\|66.29\|4.62\|63.59\|67.88\|62.40\|213856;2026-03-12\|61.15\|-7.75\|65.31\|66.68\|61.00\|233881;2026-03-13\|57.72\|-5.61\|59.80\|61.50\|57.00\|195829;2026-03-16\|57.10\|-1.07\|57.82\|59.24\|55.79\|142097;2026-03-17\|56.31\|-1.38\|57.50\|58.66\|54.61\|111073;2026-03-18\|56.98\|1.19\|57.32\|57.45\|54.08\|132057;2026-03-19\|55.38\|-2.81\|56.10\|57.43\|55.00\|89981;2026-03-20\|55.18\|-0.36\|54.52\|60.35\|54.52\|204796;2026-03-23\|49.66\|-10.00\|52.50\|53.46\|49.66\|177761;2026-03-24\|49.61\|-0.10\|50.60\|51.03\|47.69\|169006;2026-03-25\|50.68\|2.16\|51.40\|52.50\|49.85\|163307;2026-03-26\|45.61\|-10.00\|50.99\|51.00\|45.61\|215253;2026-03-27\|44.72\|-1.95\|44.44\|45.48\|43.43\|168086;2026-03-30\|47.80\|6.89\|45.56\|49.00\|45.56\|176654;2026-03-31\|45.76\|-4.27\|47.01\|47.36\|45.19\|146147;2026-04-01\|46.92\|2.54\|48.00\|48.33\|45.88\|129087;2026-04-02\|45.99\|-1.98\|46.51\|47.80\|45.31\|114212;2026-04-03\|50.59\|10.00\|46.66\|50.59\|45.99\|251330;2026-04-07\|48.59\|-3.95\|50.10\|51.38\|47.59\|231577;2026-04-08\|51.14\|5.25\|50.00\|51.92\|48.88\|231730;2026-04-09\|50.47\|-1.31\|50.07\|51.75\|50.00\|156395;2026-04-10\|51.18\|1.41\|50.90\|52.27\|48.77\|210407;2026-04-13\|49.78\|-2.74\|50.17\|52.00\|49.00\|156300;2026-04-14\|49.87\|0.18\|50.10\|51.88\|49.48\|178700;2026-04-15\|48.57\|-2.61\|49.76\|49.87\|48.23\|123250;2026-04-16\|48.50\|-0.14\|48.09\|49.10\|47.78\|82881;2026-04-17\|53.35\|10.00\|48.66\|53.35\|47.90\|315898;2026-04-20\|55.80\|4.59\|57.76\|57.76\|55.14\|292662;2026-04-21\|55.81\|0.02\|55.93\|56.34\|53.41\|201148;2026-04-22\|61.39\|10.00\|56.20\|61.39\|56.11\|248998;2026-04-23\|60.99\|-0.65\|62.49\|62.78\|57.78\|274690;2026-04-24\|57.75\|-5.31\|59.99\|60.34\|57.00\|180108;2026-04-27\|57.26\|-0.85\|57.74\|59.78\|56.85\|158578;2026-04-28\|53.81\|-6.03\|56.65\|57.54\|52.91\|177220;2026-04-29\|54.76\|1.77\|53.32\|56.28\|52.78\|140454;2026-04-30\|55.07\|0.57\|55.01\|56.86\|54.62\|98120;2026-05-06\|54.08\|-1.80\|55.76\|57.28\|53.72\|167340;2026-05-07\|58.17\|7.56\|54.26\|59.49\|52.90\|272318;2026-05-08\|58.80\|1.08\|56.57\|59.66\|56.00\|219284;2026-05-11\|59.38\|0.99\|59.80\|60.00\|56.50\|197066;2026-05-12\|59.43\|0.08\|59.42\|59.92\|57.58\|168472;2026-05-13\|53.93\|-9.25\|58.15\|59.41\|53.49\|314630;2026-05-14\|50.75\|-5.90\|53.58\|53.60\|50.66\|195628;2026-05-15\|46.53\|-8.32\|50.75\|50.99\|46.00\|219995;2026-05-18\|45.76\|-1.65\|46.26\|46.83\|45.29\|107741;2026-05-19\|48.41\|5.79\|45.46\|48.70\|43.85\|163741;2026-05-20\|53.25\|10.00\|50.51\|53.25\|50.40\|135223;2026-05-21\|52.58\|-1.26\|55.86\|57.00\|52.26\|371190;2026-05-22\|49.82\|-5.25\|52.00\|53.00\|49.41\|200499;2026-05-25\|53.73\|7.85\|50.37\|54.60\|48.00\|248957;2026-05-26\|53.01\|-1.34\|54.54\|54.54\|50.90\|168640;2026-05-27\|49.76\|-6.13\|52.70\|54.74\|49.33\|165161;2026-05-28\|49.95\|0.38\|49.80\|50.77\|48.20\|122324;2026-05-29\|48.03\|-3.84\|50.30\|51.76\|47.65\|130089;2026-06-01\|45.75\|-4.75\|47.96\|48.80\|45.72\|94346;2026-06-02\|46.00\|0.55\|46.07\|47.18\|45.26\|102995;2026-06-03\|49.22\|7.00\|46.85\|50.60\|45.52\|211381;2026-06-04\|45.81\|-6.93\|48.00\|48.96\|45.62\|172699;2026-06-05\|44.00\|-3.95\|45.48\|47.20\|43.60\|150187;2026-06-08\|41.36\|-6.00\|41.50\|42.93\|40.25\|132164;2026-06-09\|41.81\|1.09\|41.99\|42.28\|40.93\|97581;2026-06-10\|41.50\|-0.74\|41.03\|42.60\|39.32\|147486;2026-06-11\|40.03\|-3.54\|42.00\|42.62\|39.65\|104299;2026-06-12\|38.93\|-2.75\|40.86\|41.18\|38.88\|98216;2026-06-15\|41.63\|6.94\|39.34\|41.95\|39.18\|107104;2026-06-16\|42.24\|1.47\|41.63\|43.50\|40.78\|104613;2026-06-17\|42.63\|0.92\|41.50\|43.69\|41.00\|109584;2026-06-18\|41.76\|-2.04\|42.55\|42.87\|41.39\|86277;2026-06-22\|40.35\|-3.38\|41.76\|42.85\|38.91\|140180;2026-06-23\|39.82\|-1.31\|40.35\|41.50\|38.94\|100792;2026-06-24\|39.34\|-1.21\|39.49\|40.39\|38.18\|99814;2026-06-25\|40.15\|2.06\|40.23\|42.89\|38.31\|183352;2026-06-26\|38.60\|-3.86\|40.00\|43.30\|38.31\|195131;2026-06-29\|37.78\|-2.12\|38.28\|39.71\|36.68\|128764;2026-06-30\|40.78\|7.94\|37.75\|41.49\|37.50\|172590;2026-07-01\|38.86\|-4.71\|41.30\|41.80\|38.55\|131176;2026-07-02\|37.38\|-3.81\|38.50\|39.86\|37.30\|112030;2026-07-03\|36.88\|-1.34\|37.14\|39.28\|36.82\|101530;2026-07-06\|34.92\|-5.31\|37.98\|37.98\|34.50\|110030;2026-07-07\|33.71\|-3.47\|34.58\|35.00\|33.26\|90431;2026-07-08\|32.59\|-3.32\|34.18\|34.18\|32.25\|82495;2026-07-09\|33.65\|3.25\|32.63\|33.85\|30.90\|106656;2026-07-10\|33.51\|-0.42\|33.92\|34.71\|33.51\|105272;2026-07-13\|31.06\|-7.31\|32.99\|35.00\|30.90\|110030
112661	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光纤激光器+特种光纤+AI智能体+央企行业原因： 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6月3日锐科激光官微，公司发布搭载大语言模型的激光操作系统AI智能体“小锐”，以自然语言交互重构激光设备操作逻辑，融合十余年沉淀的激光工艺参数数据库，让激光切割、焊接等操作“开口即会”。 2、据2026年6月2日互动易，子公司睿芯公司产品可广泛应用于光纤激光、激光通信、星间激光通信等领域；据2026年5月15日机构调研，公司光通信领域重点布局光纤放大器相关业务，已研制耐辐照特种光纤并实现保偏光纤小批量供货。 3、据2025年年度报告，公司打造六大类激光器产品矩阵，研制出220kW超高功率光纤激光器等多款产品，2025年生产激光器18.91万台。 4、公司最终控制人为国务院国有资产监督管理委员会。	航天科工集团旗下，国内光纤激光器龙头，旗下睿芯光纤耐辐照特种光纤进入验证阶段，可为太空算力中心及卫星互联网提供国产化光通信核心器件	2026-03-04\|32.12\|7.79\|29.27\|33.30\|29.20\|484200;2026-03-05\|32.99\|2.71\|32.55\|33.35\|32.28\|367484;2026-03-06\|32.20\|-2.39\|32.64\|32.67\|31.52\|256914;2026-03-09\|31.84\|-1.12\|31.48\|32.40\|30.91\|254320;2026-03-10\|32.69\|2.67\|32.23\|33.00\|32.00\|234115;2026-03-11\|32.53\|-0.49\|32.43\|33.64\|32.43\|257027;2026-03-12\|33.02\|1.51\|32.50\|33.93\|32.13\|343528;2026-03-13\|31.49\|-4.63\|32.68\|32.68\|31.33\|248006;2026-03-16\|30.88\|-1.94\|31.29\|31.40\|29.96\|206551;2026-03-17\|29.46\|-4.51\|30.99\|31.46\|29.40\|167729;2026-03-18\|29.92\|1.56\|30.04\|30.20\|28.95\|145748;2026-03-19\|28.78\|-3.81\|29.41\|29.57\|28.70\|135382;2026-03-20\|28.44\|-1.18\|29.01\|29.69\|28.40\|154470;2026-03-23\|26.33\|-7.42\|27.99\|28.38\|26.01\|181156;2026-03-24\|27.05\|2.73\|26.82\|27.15\|26.12\|134135;2026-03-25\|27.46\|1.52\|27.29\|28.00\|27.27\|120280;2026-03-26\|26.87\|-2.15\|28.10\|28.20\|26.77\|112260;2026-03-27\|27.06\|0.71\|26.52\|27.29\|26.43\|89491;2026-03-30\|27.57\|1.88\|26.78\|27.69\|26.61\|110513;2026-03-31\|26.96\|-2.21\|27.63\|27.88\|26.93\|104893;2026-04-01\|27.32\|1.34\|27.55\|27.65\|27.02\|88840;2026-04-02\|26.93\|-1.43\|27.10\|27.54\|26.70\|94604;2026-04-03\|29.85\|10.84\|27.05\|30.65\|26.74\|395728;2026-04-07\|29.68\|-0.57\|29.71\|30.64\|29.51\|249622;2026-04-08\|30.62\|3.17\|30.17\|30.83\|29.80\|258843;2026-04-09\|32.46\|6.01\|30.32\|33.00\|30.10\|419176;2026-04-10\|31.72\|-2.28\|32.62\|32.76\|31.68\|302364;2026-04-13\|32.81\|3.44\|32.38\|33.28\|32.02\|256832;2026-04-14\|33.60\|2.41\|32.83\|33.96\|32.67\|263066;2026-04-15\|32.35\|-3.72\|33.49\|33.49\|32.17\|215744;2026-04-16\|32.60\|0.77\|32.34\|32.95\|32.05\|158213;2026-04-17\|34.85\|6.90\|32.60\|35.48\|32.53\|418730;2026-04-20\|36.60\|5.02\|34.80\|37.43\|34.58\|429527;2026-04-21\|36.90\|0.82\|36.08\|37.50\|35.88\|279227;2026-04-22\|36.95\|0.14\|36.87\|37.43\|36.40\|207162;2026-04-23\|36.43\|-1.41\|37.24\|38.35\|36.33\|332546;2026-04-24\|35.44\|-2.72\|36.16\|36.99\|35.39\|307987;2026-04-27\|35.30\|-0.40\|35.74\|36.28\|35.17\|197628;2026-04-28\|34.05\|-3.54\|35.11\|35.49\|33.75\|219525;2026-04-29\|35.84\|5.26\|33.80\|36.83\|33.56\|321905;2026-04-30\|36.00\|0.45\|35.58\|36.44\|34.88\|236953;2026-05-06\|36.00\|0.00\|36.39\|36.64\|35.75\|265058;2026-05-07\|37.42\|3.94\|36.07\|37.91\|36.03\|318458;2026-05-08\|37.67\|0.67\|36.64\|38.06\|36.50\|244356;2026-05-11\|38.25\|1.54\|38.13\|39.16\|37.68\|326018;2026-05-12\|38.89\|1.67\|38.09\|39.18\|37.51\|396185;2026-05-13\|39.43\|1.39\|37.70\|39.54\|37.57\|364319;2026-05-14\|37.70\|-4.39\|39.66\|39.69\|37.59\|318626;2026-05-15\|37.27\|-1.14\|37.75\|38.38\|36.58\|268587;2026-05-18\|38.01\|1.99\|37.09\|39.29\|36.96\|293688;2026-05-19\|40.46\|6.45\|38.19\|40.89\|37.40\|450279;2026-05-20\|39.41\|-2.60\|39.99\|40.22\|38.65\|338808;2026-05-21\|37.81\|-4.06\|40.40\|41.37\|37.75\|454354;2026-05-22\|39.10\|3.41\|37.99\|40.08\|37.80\|306008;2026-05-25\|39.75\|1.66\|39.10\|39.99\|37.83\|324662;2026-05-26\|38.08\|-4.20\|39.28\|40.50\|36.95\|315322;2026-05-27\|36.21\|-4.91\|39.23\|41.48\|36.06\|471209;2026-05-28\|40.32\|11.35\|36.22\|41.80\|35.47\|581663;2026-05-29\|40.23\|-0.12\|41.81\|42.50\|39.80\|549873;2026-06-01\|39.10\|-2.81\|40.02\|41.55\|38.87\|395246;2026-06-02\|40.66\|3.99\|39.11\|42.28\|38.30\|453568;2026-06-03\|47.87\|17.73\|41.39\|48.79\|40.96\|894371;2026-06-04\|47.00\|-1.82\|47.81\|49.44\|46.40\|687565;2026-06-05\|46.33\|-1.43\|46.20\|48.98\|44.62\|669016;2026-06-08\|43.16\|-6.84\|43.93\|45.47\|42.68\|477592;2026-06-09\|45.15\|4.61\|44.77\|46.50\|44.40\|425326;2026-06-10\|46.98\|4.05\|44.04\|50.30\|43.60\|559660;2026-06-11\|48.85\|3.98\|46.67\|49.94\|46.18\|547820;2026-06-12\|47.96\|-1.82\|49.70\|52.26\|47.70\|661880;2026-06-15\|51.89\|8.19\|48.06\|52.80\|48.06\|528978;2026-06-16\|55.66\|7.27\|51.15\|57.36\|51.08\|548324;2026-06-17\|54.93\|-1.31\|54.00\|56.79\|53.51\|491564;2026-06-18\|54.05\|-1.60\|54.94\|57.10\|53.82\|387606;2026-06-22\|55.05\|1.85\|55.02\|56.49\|52.79\|475380;2026-06-23\|54.66\|-0.71\|54.54\|57.77\|52.79\|421120;2026-06-24\|52.83\|-3.35\|54.60\|55.45\|51.56\|427184;2026-06-25\|59.18\|12.02\|53.18\|59.44\|51.70\|572748;2026-06-26\|54.38\|-8.11\|57.98\|58.48\|53.45\|443425;2026-06-29\|51.60\|-5.11\|54.97\|56.11\|49.73\|410447;2026-06-30\|53.09\|2.89\|52.63\|54.15\|50.56\|331888;2026-07-01\|48.76\|-8.16\|52.90\|53.98\|48.05\|525083;2026-07-02\|46.33\|-4.98\|47.06\|48.98\|45.70\|333129;2026-07-03\|45.36\|-2.09\|46.00\|47.30\|44.75\|245803;2026-07-06\|43.05\|-5.09\|45.60\|46.28\|42.40\|238765;2026-07-07\|41.76\|-3.00\|42.87\|43.43\|41.10\|179762;2026-07-08\|40.30\|-3.50\|41.76\|42.33\|39.95\|213778;2026-07-09\|41.57\|3.15\|40.78\|41.92\|39.40\|235857;2026-07-10\|40.77\|-1.92\|41.70\|43.18\|40.77\|307128;2026-07-13\|36.77\|-9.81\|40.76\|40.76\|36.69\|278968
112660	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	空芯光纤光缆+光通信+分拆上市+一季报增长行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公司公告，公司2026年第一季度实现营业收入约177.91亿元，较2025年同期增长约34.09%；实现归属于上市公司股东的净利润约11.05亿元，较2025年同期增长约98.53%。据2026年5月18日投资者关系活动记录表，业绩增长主要系报告期内光通信市场需求增长、价格上涨，海洋通信及能源产品交付增加和海外市场需求增长所致。 2、据2026年5月30日公司公告，公司拟分拆所属子公司江苏亨通华海科技股份有限公司至上海证券交易所科创板上市，该预案已经公司第九届董事会第十六次会议审议通过。 3、据2026年5月18日投资者关系活动记录表，公司AI数据中心业务是最核心的战略方向之一，光纤光缆产品已大批量应用于国内外数据中心，并开发了高密度MPO光缆等系列产品；公司与中国联通联合部署的商用空芯光纤光缆线路已开通并投入运营，中标中国移动空芯光缆采购项目；多芯光纤产品正参与国家级跨区域新型算力网建设。	公司收购J-Fiber，部署特种光纤和数据中心多模光纤产能。公司空芯光纤也在2025年供应链博览会和联通合作伙伴大会展出，性能达到业内领先水平	2026-03-04\|48.38\|1.81\|46.90\|48.95\|45.99\|1475986;2026-03-05\|50.90\|5.21\|48.90\|51.88\|48.04\|1697857;2026-03-06\|48.43\|-4.85\|49.37\|50.29\|47.33\|1405078;2026-03-09\|45.72\|-5.60\|45.81\|46.16\|43.59\|1602048;2026-03-10\|49.99\|9.34\|46.72\|50.20\|46.72\|1536678;2026-03-11\|50.80\|1.62\|51.00\|54.30\|50.63\|1681006;2026-03-12\|51.42\|1.22\|49.90\|54.30\|49.90\|1506799;2026-03-13\|49.68\|-3.38\|51.05\|53.00\|49.45\|1307841;2026-03-16\|47.23\|-4.93\|49.28\|50.20\|46.67\|1254501;2026-03-17\|43.22\|-8.49\|47.89\|48.29\|43.09\|1607182;2026-03-18\|44.51\|2.98\|43.10\|44.65\|42.42\|1378913;2026-03-19\|43.11\|-3.15\|42.88\|44.40\|42.87\|905456;2026-03-20\|42.98\|-0.30\|44.50\|45.40\|42.89\|1286511;2026-03-23\|41.36\|-3.77\|42.03\|42.97\|40.92\|1067278;2026-03-24\|44.37\|7.28\|42.80\|44.40\|41.60\|1386909;2026-03-25\|48.17\|8.56\|46.08\|48.60\|46.00\|1802096;2026-03-26\|47.88\|-0.60\|47.81\|49.88\|47.17\|1389671;2026-03-27\|48.95\|2.23\|46.88\|50.21\|46.52\|1392972;2026-03-30\|53.85\|10.01\|48.10\|53.85\|48.10\|1351087;2026-03-31\|52.66\|-2.21\|53.31\|54.66\|51.34\|1760899;2026-04-01\|51.96\|-1.33\|54.66\|54.70\|50.58\|1287396;2026-04-02\|53.39\|2.75\|52.03\|55.80\|52.03\|1469875;2026-04-03\|58.05\|8.73\|54.45\|58.73\|54.01\|1698326;2026-04-07\|58.70\|1.12\|58.35\|61.50\|58.00\|1668754;2026-04-08\|58.56\|-0.24\|60.80\|60.87\|56.55\|1951079;2026-04-09\|59.54\|1.67\|57.21\|60.80\|56.11\|1941819;2026-04-10\|55.98\|-5.98\|59.21\|59.21\|55.71\|2089276;2026-04-13\|53.49\|-4.45\|55.00\|55.95\|53.10\|2035119;2026-04-14\|52.67\|-1.53\|53.51\|54.41\|52.15\|1569564;2026-04-15\|52.13\|-1.03\|52.86\|53.99\|51.73\|1301525;2026-04-16\|53.14\|1.94\|51.81\|53.44\|50.89\|1428402;2026-04-17\|55.65\|4.72\|52.59\|56.10\|52.59\|2134174;2026-04-20\|60.89\|9.42\|58.35\|60.99\|57.50\|2218726;2026-04-21\|59.80\|-1.79\|59.50\|60.40\|57.27\|1832092;2026-04-22\|65.78\|10.00\|59.70\|65.78\|59.55\|2036964;2026-04-23\|69.52\|5.69\|66.77\|70.30\|66.03\|2734389;2026-04-24\|69.54\|0.03\|68.00\|71.30\|66.55\|2212030;2026-04-27\|71.38\|2.65\|69.54\|74.49\|68.90\|2495122;2026-04-28\|68.29\|-4.33\|70.00\|71.60\|67.68\|1765843;2026-04-29\|67.38\|-1.33\|67.00\|68.20\|65.35\|1237637;2026-04-30\|65.70\|-2.49\|67.70\|68.00\|63.30\|1609348;2026-05-06\|71.80\|9.28\|67.50\|72.27\|67.50\|1915747;2026-05-07\|75.96\|5.79\|74.55\|76.63\|71.80\|1908904;2026-05-08\|77.27\|1.72\|74.25\|79.49\|74.25\|1633023;2026-05-11\|74.99\|-2.95\|79.30\|79.90\|73.83\|2388971;2026-05-12\|75.10\|0.15\|75.50\|78.50\|74.66\|1770023;2026-05-13\|75.43\|0.44\|73.34\|77.00\|73.33\|1523329;2026-05-14\|74.00\|-1.90\|76.88\|77.20\|73.68\|1430964;2026-05-15\|69.80\|-5.68\|73.98\|74.51\|67.97\|1583769;2026-05-18\|71.80\|2.87\|69.01\|72.95\|69.01\|1291686;2026-05-19\|75.47\|5.11\|70.40\|76.11\|66.52\|1941733;2026-05-20\|75.78\|0.41\|74.70\|78.13\|74.00\|1710653;2026-05-21\|69.90\|-7.76\|75.99\|76.00\|69.38\|1630204;2026-05-22\|73.05\|4.51\|70.66\|73.30\|69.69\|1319919;2026-05-25\|73.41\|0.49\|73.10\|73.74\|69.67\|1462518;2026-05-26\|69.41\|-5.45\|72.01\|72.08\|67.67\|1596622;2026-05-27\|68.69\|-1.04\|68.64\|71.60\|68.02\|1332688;2026-05-28\|70.48\|2.61\|67.50\|70.98\|65.62\|1603202;2026-05-29\|77.12\|9.42\|70.49\|77.53\|69.48\|3239282;2026-06-01\|75.56\|-2.02\|75.24\|80.81\|73.40\|2372171;2026-06-02\|83.12\|10.01\|74.61\|83.12\|74.61\|1913933;2026-06-03\|91.43\|10.00\|90.00\|91.43\|88.12\|699163;2026-06-04\|97.87\|7.04\|93.00\|98.99\|92.40\|2653851;2026-06-05\|96.12\|-1.79\|96.00\|102.96\|95.00\|2509906;2026-06-08\|95.47\|-0.68\|92.55\|102.33\|92.55\|2442059;2026-06-09\|105.02\|10.00\|99.77\|105.02\|97.70\|1729430;2026-06-10\|106.88\|1.77\|106.00\|109.99\|104.42\|2129891;2026-06-11\|102.40\|-4.19\|105.10\|108.00\|98.00\|2249229;2026-06-12\|97.00\|-5.27\|105.08\|105.49\|97.00\|2155301;2026-06-15\|99.28\|2.35\|98.94\|99.92\|92.88\|2205440;2026-06-16\|107.50\|8.28\|98.21\|108.66\|98.18\|2258993;2026-06-17\|111.00\|3.26\|104.11\|111.41\|104.00\|2169531;2026-06-18\|111.01\|0.01\|111.03\|116.66\|108.78\|1984678;2026-06-22\|120.13\|8.22\|115.20\|121.99\|115.17\|1812555;2026-06-23\|117.31\|-2.35\|121.20\|125.16\|115.64\|1834233;2026-06-24\|119.02\|1.46\|114.96\|120.55\|113.66\|1648106;2026-06-25\|123.00\|3.34\|122.00\|124.77\|117.15\|1615832;2026-06-26\|110.81\|-9.91\|119.50\|120.00\|110.70\|1988227;2026-06-29\|108.04\|-2.26\|108.92\|112.12\|102.00\|1488825;2026-06-30\|109.34\|1.20\|112.00\|113.44\|107.80\|1268723;2026-07-01\|101.93\|-6.78\|107.61\|109.55\|100.00\|1733516;2026-07-02\|93.84\|-7.94\|96.80\|98.90\|91.93\|1535850;2026-07-03\|89.42\|-4.71\|93.00\|95.00\|89.22\|1726393;2026-07-06\|84.60\|-5.39\|91.50\|92.63\|82.61\|1987758;2026-07-07\|80.89\|-4.39\|84.60\|85.24\|78.55\|1703514;2026-07-08\|76.96\|-4.86\|81.78\|82.50\|76.70\|1616934;2026-07-09\|80.06\|4.03\|78.18\|80.58\|74.00\|2381972;2026-07-10\|77.79\|-2.84\|80.80\|86.39\|77.39\|2593148;2026-07-13\|70.01\|-10.00\|75.08\|76.33\|70.01\|1601055
112659	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	参股华芯科技（产品应用于光模块）+航空装备+eVTOL模拟器行业原因： 4月14日，据界面新闻援引报道，亚马逊公司正就收购卫星运营商Globalstar展开深入谈判，相关交易最快可能于当地时间14日宣布。若此项交易达成，将标志着亚马逊与SpaceX之间的竞争日趋白热化。公司原因： 1、据2026年4月10日互动易，参股公司华芯科技的磷化铟、砷化镓等产品用于光通信器件、光模块、光芯片等领域。 2、据2026年4月10日互动易，公司成功研制并交付了国内首台eVTOL模拟器及相关eVTOL仿真解决方案，与eVTOL主要主机厂家保持密切合作，开展定制化模拟器研发与制造业务。 3、据2024年年度报告，公司是以高端核心装备研制与保障、航空工程技术与服务和高性能集成电路设计与制造为主营业务的高科技企业，是国内领先的航空产品和技术提供商。	参股公司华芯科技的磷化铟、砷化镓等产品用于光通信器件、光模块、光芯片等领域	2026-03-04\|11.58\|0.17\|11.44\|11.70\|11.40\|159596;2026-03-05\|11.68\|0.86\|11.75\|11.81\|11.60\|138675;2026-03-06\|11.87\|1.63\|11.60\|11.94\|11.57\|137598;2026-03-09\|11.67\|-1.68\|11.71\|11.84\|11.42\|163308;2026-03-10\|11.91\|2.06\|11.78\|11.98\|11.77\|123927;2026-03-11\|11.75\|-1.34\|11.92\|11.99\|11.73\|142433;2026-03-12\|11.40\|-2.98\|11.68\|11.71\|11.30\|209588;2026-03-13\|11.23\|-1.49\|11.38\|11.44\|11.20\|132020;2026-03-16\|11.36\|1.16\|11.20\|11.37\|11.11\|115567;2026-03-17\|11.07\|-2.55\|11.36\|11.41\|11.06\|104602;2026-03-18\|11.21\|1.26\|11.09\|11.23\|10.98\|103152;2026-03-19\|10.87\|-3.03\|11.07\|11.13\|10.82\|119005;2026-03-20\|10.62\|-2.30\|10.94\|11.03\|10.62\|108730;2026-03-23\|9.88\|-6.97\|10.43\|10.45\|9.80\|195184;2026-03-24\|10.15\|2.73\|10.06\|10.19\|9.88\|137452;2026-03-25\|10.29\|1.38\|10.24\|10.33\|10.21\|112991;2026-03-26\|10.10\|-1.85\|10.30\|10.34\|10.04\|94582;2026-03-27\|10.27\|1.68\|9.98\|10.28\|9.91\|87944;2026-03-30\|10.30\|0.29\|10.12\|10.34\|10.06\|80952;2026-03-31\|10.19\|-1.07\|10.30\|10.45\|10.18\|96464;2026-04-01\|10.35\|1.57\|10.36\|10.44\|10.21\|74849;2026-04-02\|10.10\|-2.42\|10.30\|10.31\|10.04\|88008;2026-04-03\|9.91\|-1.88\|10.13\|10.17\|9.89\|68605;2026-04-07\|10.05\|1.41\|9.96\|10.08\|9.93\|58550;2026-04-08\|10.48\|4.28\|10.28\|10.48\|10.26\|125525;2026-04-09\|10.31\|-1.62\|10.38\|10.42\|10.29\|75942;2026-04-10\|10.64\|3.20\|10.49\|11.11\|10.47\|284923;2026-04-13\|11.20\|5.26\|10.64\|11.64\|10.64\|479142;2026-04-14\|12.32\|10.00\|12.32\|12.32\|12.32\|252387;2026-04-15\|12.72\|3.25\|12.65\|13.04\|12.03\|1089628;2026-04-16\|12.28\|-3.46\|12.29\|12.36\|12.02\|582680;2026-04-17\|12.93\|5.29\|12.40\|13.33\|12.38\|938120;2026-04-20\|13.04\|0.85\|12.81\|13.24\|12.68\|801955;2026-04-21\|12.85\|-1.46\|12.91\|13.34\|12.70\|578923;2026-04-22\|13.20\|2.72\|12.77\|13.58\|12.70\|722868;2026-04-23\|12.91\|-2.20\|13.09\|13.34\|12.84\|530414;2026-04-24\|12.40\|-3.95\|12.80\|12.99\|12.37\|507777;2026-04-27\|12.75\|2.82\|12.61\|13.23\|12.54\|434357;2026-04-28\|12.43\|-2.51\|12.52\|12.92\|12.38\|355587;2026-04-29\|12.21\|-1.77\|12.31\|12.46\|12.17\|326571;2026-04-30\|12.60\|3.19\|12.19\|12.77\|12.19\|395957;2026-05-06\|12.85\|1.98\|12.81\|13.10\|12.70\|404698;2026-05-07\|12.96\|0.86\|12.79\|13.03\|12.70\|328323;2026-05-08\|13.25\|2.24\|12.86\|13.39\|12.84\|461116;2026-05-11\|13.66\|3.09\|13.31\|13.89\|13.26\|692959;2026-05-12\|13.31\|-2.56\|13.55\|13.58\|13.20\|419268;2026-05-13\|13.29\|-0.15\|13.24\|13.43\|13.00\|357370;2026-05-14\|13.85\|4.21\|13.38\|14.24\|13.12\|820424;2026-05-15\|13.60\|-1.81\|13.70\|14.08\|13.45\|596732;2026-05-18\|13.24\|-2.65\|13.41\|13.63\|13.13\|397766;2026-05-19\|13.34\|0.76\|13.20\|13.59\|13.01\|394492;2026-05-20\|13.23\|-0.82\|13.25\|13.46\|13.06\|284434;2026-05-21\|12.30\|-7.03\|13.30\|13.33\|12.22\|443929;2026-05-22\|12.67\|3.01\|12.43\|12.74\|12.28\|293999;2026-05-25\|12.29\|-3.00\|12.79\|12.82\|12.07\|267937;2026-05-26\|11.60\|-5.61\|12.18\|12.20\|11.45\|337039;2026-05-27\|11.10\|-4.31\|11.60\|11.74\|11.05\|230462;2026-05-28\|11.81\|6.40\|11.11\|12.15\|11.01\|413206;2026-05-29\|10.91\|-7.62\|11.81\|12.02\|10.85\|345105;2026-06-01\|11.10\|1.74\|10.94\|11.39\|10.79\|283023;2026-06-02\|10.89\|-1.89\|11.10\|11.10\|10.63\|189181;2026-06-03\|11.98\|10.01\|10.89\|11.98\|10.86\|277664;2026-06-04\|11.38\|-5.01\|11.80\|11.80\|11.26\|559129;2026-06-05\|11.86\|4.22\|11.39\|12.19\|11.18\|573199;2026-06-08\|11.05\|-6.83\|11.47\|11.76\|10.95\|438709;2026-06-09\|11.41\|3.26\|11.27\|11.43\|11.07\|313505;2026-06-10\|11.05\|-3.16\|11.25\|11.38\|10.86\|280764;2026-06-11\|11.12\|0.63\|10.96\|11.43\|10.91\|263122;2026-06-12\|11.40\|2.52\|11.30\|12.00\|11.30\|459770;2026-06-15\|12.18\|6.84\|11.95\|12.28\|11.62\|535892;2026-06-16\|12.39\|1.72\|12.37\|12.48\|12.04\|513726;2026-06-17\|12.40\|0.08\|12.25\|12.56\|12.20\|334007;2026-06-18\|12.60\|1.61\|12.46\|12.76\|12.30\|393693;2026-06-22\|13.28\|5.40\|12.85\|13.50\|12.83\|740126;2026-06-23\|12.90\|-2.86\|13.20\|13.39\|12.81\|456689;2026-06-24\|13.87\|7.52\|12.88\|14.18\|12.85\|818958;2026-06-25\|13.48\|-2.81\|13.79\|13.99\|13.22\|649180;2026-06-26\|13.13\|-2.60\|13.20\|13.75\|12.98\|542558;2026-06-29\|12.55\|-4.42\|13.14\|13.19\|12.24\|503152;2026-06-30\|12.96\|3.27\|12.54\|13.09\|12.50\|353402;2026-07-01\|13.48\|4.01\|12.95\|13.67\|12.88\|520230;2026-07-02\|13.03\|-3.34\|13.24\|13.58\|12.92\|366341;2026-07-03\|12.70\|-2.53\|12.97\|13.19\|12.70\|322111;2026-07-06\|12.36\|-2.68\|12.81\|13.00\|12.25\|279548;2026-07-07\|12.19\|-1.38\|12.35\|12.59\|11.93\|240361;2026-07-08\|11.58\|-5.00\|12.22\|12.25\|11.57\|290636;2026-07-09\|11.53\|-0.43\|11.60\|11.72\|11.01\|262795;2026-07-10\|11.57\|0.35\|11.56\|12.15\|11.26\|429756;2026-07-13\|10.41\|-10.03\|11.51\|11.55\|10.41\|383722
112658	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	公司电子胶板块光模块透镜固定用胶、底填胶等产品已经进入半导体及汽车电子领域小批量供货	2026-03-04\|7.54\|-0.13\|7.47\|7.64\|7.45\|93693;2026-03-05\|7.58\|0.53\|7.67\|7.77\|7.55\|78723;2026-03-06\|7.67\|1.19\|7.58\|7.70\|7.56\|75767;2026-03-09\|7.56\|-1.43\|7.67\|7.73\|7.52\|97607;2026-03-10\|7.65\|1.19\|7.59\|7.70\|7.56\|79385;2026-03-11\|7.55\|-1.31\|7.63\|7.73\|7.55\|86365;2026-03-12\|7.42\|-1.72\|7.55\|7.60\|7.41\|77899;2026-03-13\|7.36\|-0.81\|7.40\|7.50\|7.34\|69435;2026-03-16\|7.44\|1.09\|7.36\|7.46\|7.33\|65101;2026-03-17\|7.24\|-2.69\|7.43\|7.48\|7.21\|97245;2026-03-18\|7.32\|1.10\|7.26\|7.32\|7.18\|63461;2026-03-19\|7.14\|-2.46\|7.28\|7.30\|7.03\|80126;2026-03-20\|6.90\|-3.36\|7.16\|7.16\|6.88\|76801;2026-03-23\|6.40\|-7.25\|6.50\|6.79\|6.34\|100571;2026-03-24\|6.65\|3.91\|6.57\|6.67\|6.37\|78828;2026-03-25\|6.79\|2.11\|6.51\|6.84\|6.51\|61124;2026-03-26\|6.66\|-1.91\|6.77\|6.92\|6.62\|56622;2026-03-27\|6.78\|1.80\|6.63\|6.82\|6.57\|52437;2026-03-30\|6.85\|1.03\|6.77\|6.89\|6.68\|52667;2026-03-31\|6.66\|-2.77\|6.91\|6.92\|6.65\|44602;2026-04-01\|6.78\|1.80\|6.72\|6.85\|6.70\|50642;2026-04-02\|6.71\|-1.03\|6.72\|6.85\|6.64\|47868;2026-04-03\|6.47\|-3.58\|6.71\|6.76\|6.44\|56397;2026-04-07\|6.69\|3.40\|6.48\|6.71\|6.41\|52752;2026-04-08\|6.87\|2.69\|6.86\|6.95\|6.79\|60624;2026-04-09\|6.78\|-1.31\|6.89\|6.89\|6.76\|43086;2026-04-10\|6.82\|0.59\|6.81\|6.89\|6.78\|43896;2026-04-13\|6.74\|-1.17\|6.82\|6.83\|6.70\|41261;2026-04-14\|6.75\|0.15\|6.80\|6.80\|6.67\|44354;2026-04-15\|6.69\|-0.89\|6.76\|6.84\|6.68\|44311;2026-04-16\|6.85\|2.39\|6.68\|6.90\|6.63\|54315;2026-04-17\|6.90\|0.73\|6.85\|6.97\|6.75\|59008;2026-04-20\|7.08\|2.61\|6.90\|7.23\|6.85\|94305;2026-04-21\|7.10\|0.28\|7.04\|7.15\|6.96\|54330;2026-04-22\|7.15\|0.70\|7.08\|7.28\|7.00\|73355;2026-04-23\|7.24\|1.26\|7.22\|7.43\|7.19\|128173;2026-04-24\|7.13\|-1.52\|7.24\|7.26\|7.00\|101174;2026-04-27\|7.28\|2.10\|7.18\|7.32\|7.07\|100898;2026-04-28\|7.32\|0.55\|7.28\|7.45\|7.24\|77835;2026-04-29\|7.40\|1.09\|7.27\|7.43\|7.26\|94023;2026-04-30\|7.40\|0.00\|7.40\|7.52\|7.32\|71939;2026-05-06\|7.39\|-0.14\|7.42\|7.48\|7.32\|85291;2026-05-07\|7.23\|-2.17\|7.40\|7.43\|7.21\|123254;2026-05-08\|7.20\|-0.41\|7.21\|7.31\|7.17\|76593;2026-05-11\|7.19\|-0.14\|7.28\|7.30\|7.12\|86775;2026-05-12\|7.06\|-1.81\|7.19\|7.19\|6.92\|101811;2026-05-13\|7.03\|-0.42\|7.08\|7.14\|6.96\|80776;2026-05-14\|7.08\|0.71\|7.10\|7.16\|6.96\|72166;2026-05-15\|6.96\|-1.69\|7.05\|7.14\|6.88\|86318;2026-05-18\|6.89\|-1.01\|6.96\|6.98\|6.80\|88812;2026-05-19\|6.99\|1.45\|6.93\|7.05\|6.85\|85010;2026-05-20\|6.86\|-1.86\|6.93\|6.93\|6.81\|55499;2026-05-21\|6.64\|-3.21\|6.94\|7.08\|6.63\|106237;2026-05-22\|6.94\|4.52\|6.67\|7.03\|6.55\|114511;2026-05-25\|7.22\|4.03\|6.96\|7.45\|6.76\|251280;2026-05-26\|7.00\|-3.05\|6.99\|7.35\|6.85\|260334;2026-05-27\|6.86\|-2.00\|7.01\|7.27\|6.82\|209180;2026-05-28\|6.80\|-0.87\|6.85\|7.03\|6.62\|146429;2026-05-29\|6.42\|-5.59\|6.75\|6.81\|6.36\|162690;2026-06-01\|7.06\|9.97\|6.43\|7.06\|6.43\|127608;2026-06-02\|7.77\|10.06\|7.10\|7.77\|6.90\|465277;2026-06-03\|8.55\|10.04\|8.55\|8.55\|8.55\|118366;2026-06-04\|9.41\|10.06\|8.55\|9.41\|8.25\|894647;2026-06-05\|8.61\|-8.50\|10.15\|10.35\|8.54\|1465456;2026-06-08\|7.75\|-9.99\|7.75\|8.21\|7.75\|910195;2026-06-09\|8.53\|10.06\|7.59\|8.53\|7.35\|894510;2026-06-10\|9.00\|5.51\|8.50\|9.28\|8.31\|1120065;2026-06-11\|8.84\|-1.78\|8.66\|8.91\|8.50\|653459;2026-06-12\|8.54\|-3.39\|8.85\|9.23\|8.39\|526556;2026-06-15\|8.37\|-1.99\|8.54\|8.77\|8.21\|531056;2026-06-16\|8.16\|-2.51\|8.39\|8.56\|8.04\|455146;2026-06-17\|8.05\|-1.35\|8.00\|8.14\|7.90\|401192;2026-06-18\|7.76\|-3.60\|7.99\|7.99\|7.48\|400298;2026-06-22\|7.91\|1.93\|7.60\|7.91\|7.41\|385225;2026-06-23\|8.30\|4.93\|7.80\|8.56\|7.73\|601707;2026-06-24\|7.91\|-4.70\|8.12\|8.14\|7.70\|443079;2026-06-25\|7.63\|-3.54\|7.94\|8.10\|7.54\|346110;2026-06-26\|7.59\|-0.52\|7.58\|7.90\|7.42\|290918;2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.15\|-8.68\|7.73\|7.93\|7.12\|295978
112657	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	光纤上游+液冷服务器+有机硅+一季报增长行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年5月21日投资者关系记录表及2026年5月18日互动易，公司参股子公司浙江亚格新安现有4万吨四氯化硅产能，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，预计6月正式投用；公司D4产品已成为光纤预制棒包层主流工艺核心原料，与国内外头部光纤企业多年稳定合作。 2、据2026年3月2日互动易，公司推出ICL-1700算力、ICL-1600储能等硅基浸没式液冷产品矩阵，首个商用项目已在杭州稳定运行，PUE稳定在1.1以下，部分项目已进入批量供货阶段。 3、据2025年年报，公司为国内有机硅产业链最完整企业之一，单体产能达50万吨/年，终端品类达3500余种，覆盖新能源汽车、AI算力、人形机器人等场景，终端业务利润总额超3亿元。 4、据2026年4月29日公告，公司一季度营收40.83亿元，同比增长12.69%；归母净利润9628.06万元，同比增长190.61%。	1、参股子公司浙江亚格新安电子新材料有限公司现有四氯化硅产能4万吨，具备高纯和超纯四氯化硅生产能力，可用于光纤等行业，产能预计于今年6月正式投用；同时，公司有机硅产品D4是光纤预制棒包层主流核心原料，已与国内外头部光纤企业多年稳定合作； 2、国内除草剂草甘膦和有机硅单体生产龙头企业；公司与浙江人形机器人创新中心共建联合实验室，已向机器人客户批量交付10余款硅基新材料，用于末端执行器、仿生皮肤及柔性传感	2026-03-04\|12.65\|-2.99\|12.85\|13.16\|12.60\|322203;2026-03-05\|12.91\|2.06\|12.92\|13.10\|12.72\|252455;2026-03-06\|13.16\|1.94\|12.82\|13.30\|12.71\|284159;2026-03-09\|12.72\|-3.34\|13.05\|13.32\|12.55\|300581;2026-03-10\|12.72\|0.00\|12.72\|12.88\|12.55\|200693;2026-03-11\|13.12\|3.14\|12.73\|13.22\|12.56\|370854;2026-03-12\|13.43\|2.36\|13.21\|13.59\|12.97\|455812;2026-03-13\|13.13\|-2.23\|13.43\|13.65\|13.08\|284384;2026-03-16\|12.51\|-4.72\|13.14\|13.36\|12.41\|367913;2026-03-17\|12.05\|-3.68\|12.42\|12.69\|12.00\|279896;2026-03-18\|12.00\|-0.41\|12.04\|12.14\|11.82\|172878;2026-03-19\|11.18\|-6.83\|11.92\|11.99\|11.09\|340116;2026-03-20\|10.89\|-2.59\|11.20\|11.27\|10.87\|240108;2026-03-23\|10.72\|-1.56\|10.62\|11.15\|10.48\|308455;2026-03-24\|10.87\|1.40\|10.90\|10.95\|10.51\|225140;2026-03-25\|11.06\|1.75\|10.86\|11.15\|10.86\|163803;2026-03-26\|10.84\|-1.99\|11.07\|11.22\|10.79\|158764;2026-03-27\|10.99\|1.38\|10.72\|11.18\|10.68\|200726;2026-03-30\|11.03\|0.36\|10.90\|11.18\|10.78\|236453;2026-03-31\|10.69\|-3.08\|11.04\|11.10\|10.65\|209967;2026-04-01\|10.93\|2.25\|10.88\|10.98\|10.76\|177716;2026-04-02\|10.77\|-1.46\|10.93\|11.08\|10.66\|133758;2026-04-03\|10.45\|-2.97\|10.83\|10.83\|10.40\|136173;2026-04-07\|11.50\|10.05\|10.91\|11.50\|10.91\|269209;2026-04-08\|11.90\|3.48\|11.77\|12.05\|11.50\|532494;2026-04-09\|11.94\|0.34\|11.80\|12.08\|11.66\|333672;2026-04-10\|12.03\|0.75\|12.03\|12.27\|11.86\|257694;2026-04-13\|12.13\|0.83\|11.95\|12.27\|11.82\|269245;2026-04-14\|12.50\|3.05\|12.13\|12.50\|12.00\|310440;2026-04-15\|12.07\|-3.44\|12.50\|12.55\|12.06\|287184;2026-04-16\|12.28\|1.74\|12.13\|12.32\|12.01\|219427;2026-04-17\|12.10\|-1.47\|12.19\|12.34\|12.09\|183659;2026-04-20\|12.19\|0.74\|12.12\|12.32\|12.04\|194200;2026-04-21\|12.43\|1.97\|12.19\|12.45\|12.00\|242607;2026-04-22\|12.38\|-0.40\|12.38\|12.46\|12.31\|174555;2026-04-23\|12.50\|0.97\|12.35\|12.65\|12.20\|269850;2026-04-24\|12.60\|0.80\|12.50\|12.71\|12.38\|274174;2026-04-27\|12.51\|-0.71\|12.59\|12.67\|12.43\|182605;2026-04-28\|12.47\|-0.32\|12.50\|12.75\|12.37\|221417;2026-04-29\|12.71\|1.92\|12.35\|12.78\|12.13\|319190;2026-04-30\|12.49\|-1.73\|12.79\|12.80\|12.45\|213883;2026-05-06\|12.45\|-0.32\|12.47\|12.59\|12.21\|278802;2026-05-07\|11.90\|-4.42\|12.45\|12.46\|11.85\|428602;2026-05-08\|11.95\|0.42\|11.87\|12.11\|11.82\|216136;2026-05-11\|12.46\|4.27\|12.04\|12.69\|12.00\|423176;2026-05-12\|12.48\|0.16\|12.48\|12.72\|12.31\|268703;2026-05-13\|12.50\|0.16\|12.43\|12.65\|12.30\|250018;2026-05-14\|12.18\|-2.56\|12.46\|12.62\|12.18\|210171;2026-05-15\|11.92\|-2.13\|12.18\|12.37\|11.89\|275627;2026-05-18\|11.70\|-1.85\|11.91\|11.91\|11.57\|218766;2026-05-19\|11.95\|2.14\|11.89\|12.08\|11.68\|206655;2026-05-20\|12.29\|2.85\|11.89\|12.59\|11.84\|344689;2026-05-21\|12.05\|-1.95\|12.50\|13.17\|12.04\|504402;2026-05-22\|13.26\|10.04\|12.19\|13.26\|12.08\|775186;2026-05-25\|13.10\|-1.21\|13.67\|13.76\|12.98\|855617;2026-05-26\|13.07\|-0.23\|13.04\|13.30\|12.81\|490441;2026-05-27\|12.57\|-3.83\|13.02\|13.25\|12.48\|401363;2026-05-28\|12.52\|-0.40\|12.55\|12.75\|11.84\|536333;2026-05-29\|12.05\|-3.75\|12.49\|12.56\|11.98\|375203;2026-06-01\|13.26\|10.04\|12.08\|13.26\|12.07\|581915;2026-06-02\|13.09\|-1.28\|13.26\|13.67\|12.75\|718847;2026-06-03\|14.40\|10.01\|13.23\|14.40\|13.21\|1185418;2026-06-04\|14.32\|-0.56\|14.40\|14.57\|14.08\|1075672;2026-06-05\|14.41\|0.63\|14.32\|15.11\|14.27\|920402;2026-06-08\|13.58\|-5.76\|13.60\|14.01\|13.30\|701173;2026-06-09\|14.94\|10.01\|13.83\|14.94\|13.70\|744345;2026-06-10\|14.93\|-0.07\|15.22\|15.92\|14.84\|1223993;2026-06-11\|14.30\|-3.57\|14.73\|15.70\|14.12\|1051461;2026-06-12\|14.36\|0.42\|14.50\|14.99\|13.87\|930609;2026-06-15\|15.14\|5.43\|14.70\|15.16\|14.35\|1062286;2026-06-16\|15.91\|5.09\|15.28\|16.36\|15.14\|1253668;2026-06-17\|15.99\|0.50\|15.60\|16.43\|15.00\|1022731;2026-06-18\|15.38\|-3.81\|15.98\|16.00\|15.13\|896765;2026-06-22\|16.55\|7.61\|15.20\|16.80\|15.10\|1039889;2026-06-23\|15.72\|-5.02\|16.70\|16.86\|15.60\|882240;2026-06-24\|17.29\|9.99\|15.72\|17.29\|15.65\|1083905;2026-06-25\|17.15\|-0.81\|17.30\|17.84\|16.90\|1095570;2026-06-26\|17.80\|3.79\|17.31\|18.39\|16.78\|1307717;2026-06-29\|16.02\|-10.00\|17.71\|18.39\|16.02\|1266175;2026-06-30\|15.96\|-0.37\|15.82\|16.68\|15.47\|1116084;2026-07-01\|15.23\|-4.57\|15.70\|16.44\|14.39\|1407432;2026-07-02\|14.30\|-6.11\|14.72\|14.84\|13.91\|1031896;2026-07-03\|13.30\|-6.99\|14.39\|14.45\|13.28\|1068714;2026-07-06\|13.57\|2.03\|13.56\|14.19\|13.51\|800376;2026-07-07\|13.10\|-3.46\|13.50\|13.77\|13.06\|617579;2026-07-08\|12.63\|-3.59\|13.31\|13.35\|12.52\|513823;2026-07-09\|13.42\|6.25\|12.73\|13.75\|12.30\|798273;2026-07-10\|12.59\|-6.18\|13.50\|13.61\|12.59\|931745;2026-07-13\|11.33\|-10.01\|12.31\|12.40\|11.33\|801114
112656	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	硅光电倍增器+核医疗+华为供应链+央企 1、据2026年4月22日互动易，目前主流硅光电倍增器因响应波长不匹配、不可用于当前主流的1550nm星间激光通信系统；随着技术发展，例如InGaAs基的单光子雪崩探测器实现商业化，可能在光模块中实现应用。 2、据2026年4月28日年报及2026年4月29日投资者关系活动记录表，公司2025年实现2台质子加速器生产下线，质子治疗设备取得订单突破，并完成小型质子治疗系统关键技术开发。 3、据2026年4月28日年报，公司无损检测业务成功切入华为供应链，实现微焦点X射线检测向华为供应链批量交付。 4、据2026年4月28日年报，公司主要从事电子加速器研发与制造、辐照加工服务、新材料及医疗健康等业务，是国内领先的电子加速器、改性高分子材料提供商。公司最终控制人为中国广核集团有限公司，具备央企背景。	1、公司下属材料板块生产的光通信产品有聚氯乙烯通信线缆材料、低烟无卤通信线缆材料、聚乙烯通信线缆材料、光纤二次被覆线缆材料、尼龙通信线缆材料、热塑性弹性体通信线缆材料，应用于普通光缆和皮线光缆的外护套，市场占有率保持在行业前列； 2、公司曾获一等奖的无机吸附剂技术可处理核电站放射性废水，且受大股东委托管理的公司研发生产的辐射防护及环境监测产品可用于环境放射性污染监测分析	2026-03-04\|8.41\|-0.83\|8.31\|8.54\|8.29\|178692;2026-03-05\|8.54\|1.55\|8.49\|8.64\|8.48\|176150;2026-03-06\|8.59\|0.59\|8.48\|8.60\|8.39\|132949;2026-03-09\|8.38\|-2.44\|8.45\|8.55\|8.36\|153476;2026-03-10\|8.37\|-0.12\|8.45\|8.48\|8.30\|177950;2026-03-11\|8.42\|0.60\|8.36\|8.44\|8.28\|150019;2026-03-12\|8.27\|-1.78\|8.38\|8.41\|8.19\|173288;2026-03-13\|8.45\|2.18\|8.21\|8.60\|8.18\|254160;2026-03-16\|8.16\|-3.43\|8.42\|8.44\|8.12\|212452;2026-03-17\|8.00\|-1.96\|8.16\|8.25\|8.00\|143329;2026-03-18\|7.94\|-0.75\|8.00\|8.04\|7.85\|133862;2026-03-19\|7.74\|-2.52\|7.85\|7.91\|7.70\|116236;2026-03-20\|7.53\|-2.71\|7.74\|7.78\|7.52\|119551;2026-03-23\|7.20\|-4.38\|7.39\|7.51\|7.14\|167169;2026-03-24\|7.61\|5.69\|7.31\|7.83\|7.17\|213199;2026-03-25\|7.68\|0.92\|7.60\|7.71\|7.56\|157173;2026-03-26\|7.56\|-1.56\|7.65\|7.69\|7.52\|101109;2026-03-27\|7.68\|1.59\|7.47\|7.71\|7.42\|92289;2026-03-30\|8.04\|4.69\|7.97\|8.38\|7.77\|415657;2026-03-31\|7.67\|-4.60\|7.97\|7.97\|7.64\|298971;2026-04-01\|7.78\|1.43\|7.81\|7.84\|7.62\|168334;2026-04-02\|7.56\|-2.83\|7.73\|7.81\|7.53\|112229;2026-04-03\|7.39\|-2.25\|7.60\|7.62\|7.37\|90508;2026-04-07\|7.58\|2.57\|7.37\|7.65\|7.35\|119202;2026-04-08\|7.74\|2.11\|7.65\|7.74\|7.59\|133819;2026-04-09\|7.62\|-1.55\|7.67\|7.69\|7.55\|87347;2026-04-10\|7.67\|0.66\|7.69\|7.77\|7.66\|93183;2026-04-13\|7.64\|-0.39\|7.60\|7.70\|7.57\|78904;2026-04-14\|7.59\|-0.65\|7.64\|7.67\|7.50\|82182;2026-04-15\|7.49\|-1.32\|7.62\|7.63\|7.49\|71290;2026-04-16\|7.56\|0.93\|7.50\|7.58\|7.47\|62132;2026-04-17\|7.59\|0.40\|7.56\|7.62\|7.51\|71097;2026-04-20\|7.76\|2.24\|7.61\|7.76\|7.60\|96317;2026-04-21\|7.73\|-0.39\|7.80\|7.80\|7.67\|74903;2026-04-22\|7.85\|1.55\|7.70\|7.91\|7.66\|142366;2026-04-23\|7.66\|-2.42\|7.80\|7.84\|7.61\|114221;2026-04-24\|7.60\|-0.78\|7.59\|7.65\|7.54\|73930;2026-04-27\|7.71\|1.45\|7.60\|7.72\|7.50\|85800;2026-04-28\|7.66\|-0.65\|7.64\|7.70\|7.54\|84955;2026-04-29\|7.74\|1.04\|7.65\|7.82\|7.62\|78059;2026-04-30\|7.80\|0.78\|7.74\|7.83\|7.72\|81194;2026-05-06\|7.82\|0.26\|7.84\|7.87\|7.78\|97143;2026-05-07\|7.94\|1.53\|7.80\|8.04\|7.79\|137241;2026-05-08\|7.93\|-0.13\|7.89\|7.95\|7.86\|95209;2026-05-11\|8.13\|2.52\|7.98\|8.14\|7.97\|175464;2026-05-12\|8.08\|-0.61\|8.11\|8.17\|8.01\|146110;2026-05-13\|8.19\|1.36\|8.04\|8.23\|8.00\|178824;2026-05-14\|7.97\|-2.69\|8.23\|8.23\|7.97\|157649;2026-05-15\|7.86\|-1.38\|7.97\|8.02\|7.80\|133499;2026-05-18\|7.89\|0.38\|7.82\|7.91\|7.72\|105678;2026-05-19\|8.01\|1.52\|7.87\|8.01\|7.77\|109567;2026-05-20\|7.78\|-2.87\|7.98\|7.98\|7.76\|103222;2026-05-21\|7.60\|-2.31\|7.84\|8.05\|7.60\|182992;2026-05-22\|7.77\|2.24\|7.61\|7.79\|7.45\|126551;2026-05-25\|7.85\|1.03\|7.78\|7.97\|7.73\|103550;2026-05-26\|7.74\|-1.40\|7.86\|7.86\|7.62\|106763;2026-05-27\|7.52\|-2.84\|7.72\|7.77\|7.45\|121374;2026-05-28\|7.77\|3.32\|7.52\|7.83\|7.47\|135042;2026-05-29\|7.37\|-5.15\|7.78\|7.79\|7.35\|165288;2026-06-01\|7.42\|0.68\|7.32\|7.50\|7.23\|92198;2026-06-02\|7.35\|-0.94\|7.40\|7.40\|7.20\|95540;2026-06-03\|8.09\|10.07\|7.33\|8.09\|7.29\|493347;2026-06-04\|7.85\|-2.97\|8.10\|8.26\|7.77\|612056;2026-06-05\|7.86\|0.13\|7.82\|8.05\|7.81\|339992;2026-06-08\|7.37\|-6.23\|7.68\|7.75\|7.26\|352914;2026-06-09\|7.44\|0.95\|7.44\|7.66\|7.30\|240625;2026-06-10\|6.96\|-6.45\|7.37\|7.38\|6.87\|288365;2026-06-11\|6.79\|-2.44\|6.87\|7.03\|6.75\|149681;2026-06-12\|6.82\|0.44\|6.95\|7.03\|6.79\|144440;2026-06-15\|7.08\|3.81\|6.82\|7.21\|6.80\|185376;2026-06-16\|7.10\|0.28\|7.06\|7.20\|7.02\|142905;2026-06-17\|6.95\|-2.11\|7.07\|7.08\|6.88\|142803;2026-06-18\|6.79\|-2.30\|6.89\|6.90\|6.77\|110183;2026-06-22\|6.79\|0.00\|6.79\|6.81\|6.59\|128111;2026-06-23\|6.69\|-1.47\|6.70\|6.88\|6.67\|119264;2026-06-24\|6.51\|-2.69\|6.69\|6.72\|6.46\|128519;2026-06-25\|6.36\|-2.30\|6.50\|6.50\|6.33\|116776;2026-06-26\|6.17\|-2.99\|6.31\|6.38\|6.16\|98152;2026-06-29\|6.31\|2.27\|6.16\|6.48\|6.14\|105228;2026-06-30\|6.48\|2.69\|6.31\|6.55\|6.25\|118536;2026-07-01\|6.52\|0.62\|6.45\|6.68\|6.41\|118765;2026-07-02\|6.38\|-2.15\|6.46\|6.51\|6.35\|91056;2026-07-03\|6.43\|0.78\|6.38\|6.47\|6.37\|73649;2026-07-06\|6.48\|0.78\|6.45\|6.56\|6.34\|102665;2026-07-07\|6.52\|0.62\|6.49\|6.59\|6.42\|123560;2026-07-08\|6.21\|-4.75\|6.53\|6.54\|6.19\|124020;2026-07-09\|6.15\|-0.97\|6.18\|6.28\|6.00\|109032;2026-07-10\|6.19\|0.65\|6.13\|6.29\|6.05\|92302;2026-07-13\|6.14\|-0.81\|6.24\|6.34\|6.11\|94145
112655	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	TOD轨道物业+拟剥离地产+北京国资行业原因：据央视财经，今年的“五一”假期，伴随着多个城市楼市新政密集落地，房地产市场活跃度攀升。北京4月二手住宅成交量达到1.8万套，创下近5年来同期最高纪录。同时，“五一”假期前四天，北京二手房成交套数同比大增72%。公司原因： 1、据2026年4月21日公告，公司拟与控股股东北京市基础设施投资有限公司联合竞标或竞买轨道交通上盖及沿线物业项目，地价及营运资金总额度不超70亿元，继续深耕TOD轨道物业开发。 2、据2026年3月16日公告，公司筹划将房地产开发业务相关资产及负债整体转让给控股股东，交易完成后将不再从事传统房地产开发，构成重大资产重组。 3、据2026年4月21日公司2025年年度报告及同日公告，公司实际控制人为北京市人民政府国有资产监督管理委员会，控股股东京投公司为北京市人民政府国有资产监督管理委员会出资设立的国有独资公司。	公司筹划收购西安奇芯光电股权，标的从事光电子器件制造	2026-03-04\|7.03\|0.43\|7.06\|7.06\|6.50\|319131;2026-03-05\|6.90\|-1.85\|7.07\|7.15\|6.79\|248593;2026-03-06\|7.01\|1.59\|6.90\|7.10\|6.85\|205876;2026-03-09\|7.16\|2.14\|6.89\|7.35\|6.89\|345865;2026-03-10\|7.30\|1.96\|7.15\|7.60\|7.02\|329000;2026-03-11\|7.46\|2.19\|7.39\|7.75\|6.90\|586771;2026-03-12\|7.96\|6.70\|7.46\|8.07\|7.38\|581591;2026-03-13\|8.76\|10.05\|7.91\|8.76\|7.80\|433776;2026-03-16\|9.64\|10.05\|9.58\|9.64\|9.03\|243900;2026-03-17\|10.60\|9.96\|10.60\|10.60\|10.28\|456800;2026-03-18\|10.64\|0.38\|11.00\|11.37\|10.13\|1012542;2026-03-19\|9.87\|-7.24\|10.20\|10.44\|9.58\|673968;2026-03-20\|10.86\|10.03\|9.27\|10.86\|9.27\|495206;2026-03-23\|10.54\|-2.95\|10.50\|11.28\|10.40\|688875;2026-03-24\|10.88\|3.23\|10.80\|11.47\|10.20\|530964;2026-03-25\|11.01\|1.19\|11.10\|11.35\|10.71\|566216;2026-03-26\|10.49\|-4.72\|11.12\|11.18\|10.43\|459355;2026-03-27\|10.33\|-1.53\|10.29\|10.53\|10.02\|368053;2026-03-30\|10.12\|-2.03\|10.24\|10.30\|9.30\|325450;2026-03-31\|9.76\|-3.56\|10.27\|10.36\|9.68\|260344;2026-04-01\|9.62\|-1.43\|9.74\|9.85\|9.36\|294990;2026-04-02\|9.40\|-2.29\|9.69\|9.69\|9.26\|182286;2026-04-03\|8.98\|-4.47\|9.44\|9.44\|8.77\|235779;2026-04-07\|8.65\|-3.67\|8.97\|9.23\|8.49\|263472;2026-04-08\|8.92\|3.12\|8.75\|8.94\|8.60\|198022;2026-04-09\|9.07\|1.68\|8.84\|9.14\|8.68\|196317;2026-04-10\|9.00\|-0.77\|9.07\|9.18\|8.91\|181170;2026-04-13\|8.94\|-0.67\|8.91\|9.29\|8.86\|199727;2026-04-14\|9.01\|0.78\|9.11\|9.30\|8.94\|240974;2026-04-15\|9.91\|9.99\|9.08\|9.91\|8.91\|293130;2026-04-16\|10.90\|9.99\|10.40\|10.90\|10.20\|242846;2026-04-17\|11.99\|10.00\|11.98\|11.99\|11.68\|272945;2026-04-20\|12.05\|0.50\|12.51\|12.51\|11.21\|764600;2026-04-21\|11.95\|-0.83\|11.96\|12.47\|11.43\|446468;2026-04-22\|13.15\|10.04\|12.14\|13.15\|11.65\|345609;2026-04-23\|13.30\|1.14\|13.50\|13.75\|13.10\|467557;2026-04-24\|13.71\|3.08\|13.30\|14.35\|13.23\|452779;2026-04-27\|13.56\|-1.09\|13.50\|13.87\|12.80\|313889;2026-04-28\|13.44\|-0.89\|13.68\|13.95\|13.31\|204111;2026-04-29\|13.71\|2.01\|13.59\|13.95\|13.22\|252091;2026-04-30\|14.50\|5.76\|14.00\|15.08\|14.00\|428958;2026-05-06\|14.97\|3.24\|15.23\|15.45\|14.26\|406814;2026-05-07\|15.66\|4.61\|15.27\|15.90\|14.71\|368454;2026-05-08\|17.23\|10.03\|15.82\|17.23\|15.82\|352243;2026-05-11\|18.95\|9.98\|18.95\|18.95\|18.30\|482732;2026-05-12\|20.85\|10.03\|20.80\|20.85\|18.39\|850490;2026-05-13\|19.26\|-7.63\|20.80\|21.83\|18.78\|788303;2026-05-14\|17.70\|-8.10\|18.69\|18.69\|17.60\|598116;2026-05-15\|16.82\|-4.97\|17.73\|17.80\|16.52\|410815;2026-05-18\|16.62\|-1.19\|16.33\|16.98\|15.72\|471309;2026-05-19\|16.62\|0.00\|16.71\|17.91\|16.50\|498869;2026-05-20\|16.02\|-3.61\|16.52\|16.62\|15.68\|344281;2026-05-21\|14.51\|-9.43\|15.93\|16.00\|14.50\|413248;2026-05-22\|15.96\|9.99\|14.95\|15.96\|14.37\|253119;2026-05-25\|16.56\|3.76\|16.76\|17.36\|15.76\|517742;2026-05-26\|17.00\|2.66\|16.41\|17.20\|16.30\|462843;2026-05-27\|16.34\|-3.88\|16.70\|17.08\|16.01\|354244;2026-05-28\|16.12\|-1.35\|16.35\|16.94\|15.76\|278014;2026-05-29\|15.20\|-5.71\|16.30\|16.35\|14.93\|292404;2026-06-01\|14.43\|-5.07\|14.96\|15.07\|14.31\|259036;2026-06-02\|14.21\|-1.52\|14.43\|14.59\|13.88\|205616;2026-06-03\|15.63\|9.99\|14.15\|15.63\|13.96\|244790;2026-06-04\|15.06\|-3.65\|15.63\|16.16\|14.92\|336487;2026-06-05\|15.48\|2.79\|15.23\|15.84\|14.68\|350270;2026-06-08\|14.64\|-5.43\|15.10\|15.36\|14.34\|214265;2026-06-09\|14.30\|-2.32\|14.99\|15.08\|14.16\|216774;2026-06-10\|13.35\|-6.64\|14.23\|14.30\|13.30\|313117;2026-06-11\|12.63\|-5.39\|13.11\|13.40\|12.40\|340620;2026-06-12\|12.38\|-1.98\|12.80\|13.45\|12.36\|227287;2026-06-15\|12.57\|1.53\|12.00\|12.72\|12.00\|211840;2026-06-16\|12.74\|1.35\|12.62\|12.89\|12.27\|176442;2026-06-17\|12.69\|-0.39\|12.61\|12.97\|12.54\|164379;2026-06-18\|13.63\|7.41\|12.78\|13.96\|12.50\|403783;2026-06-22\|12.78\|-6.24\|13.40\|14.12\|12.50\|375780;2026-06-23\|12.84\|0.47\|12.73\|13.28\|12.50\|217010;2026-06-24\|12.96\|0.93\|12.80\|13.09\|12.41\|197081;2026-06-25\|12.17\|-6.10\|12.96\|12.98\|12.05\|210283;2026-06-26\|11.31\|-7.07\|12.12\|12.12\|11.30\|215209;2026-06-29\|10.93\|-3.36\|11.66\|11.66\|10.80\|213093;2026-06-30\|11.50\|5.21\|10.85\|11.97\|10.75\|220100;2026-07-01\|11.47\|-0.26\|11.50\|11.73\|11.27\|147686;2026-07-02\|11.49\|0.17\|11.41\|11.90\|11.20\|199531;2026-07-03\|11.58\|0.78\|11.50\|11.95\|11.40\|148952;2026-07-06\|11.20\|-3.28\|11.50\|11.75\|11.11\|121274;2026-07-07\|10.58\|-5.54\|11.25\|11.33\|10.46\|137169;2026-07-08\|10.34\|-2.27\|10.69\|10.75\|10.24\|114231;2026-07-09\|10.50\|1.55\|10.40\|10.53\|10.03\|125441;2026-07-10\|10.35\|-1.43\|10.55\|10.65\|10.30\|140948;2026-07-13\|9.35\|-9.66\|10.57\|10.57\|9.32\|191513
112654	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	涨停揭秘：光通信板块集体爆发叠加福建省国资委控股背景，恒宝通光模块业务直接受益于光纤涨价及Lumentum订单排满至2028年；涨停缘由：控股子公司恒宝通光为Avago十年以上供应商，产品应用于5G及数据中心；央企及地方国企在光通信领域加速自主可控，福建国资平台资源整合预期升温；资金逻辑：4月20-21日连续涨停，主力资金净流入显著，融资余额两周增长23%，深股通持股比例同步上升，呈现“低估值+高弹性”配置特征；风险提示：造纸主业盈利承压，光通信业务占比仍较低，短期涨幅过快，技术面面临前期套牢盘压力	1、控股子公司恒宝通光主营光通信模块及组件产品的研产销，系国家级高新技术企业，产品主要应用于移动通信领域，为全球大型模拟半导体设备供应厂商Avago逾十年的供应商； 2、综合性造纸上市公司，实控人福建省国资委；公司主要产品为“青山牌”系列伸性纸袋纸、牛皮包装纸、溶解浆等产品	2026-03-04\|3.62\|-1.63\|3.64\|3.70\|3.61\|583598;2026-03-05\|3.71\|2.49\|3.70\|3.76\|3.68\|643764;2026-03-06\|3.74\|0.81\|3.70\|3.75\|3.66\|431316;2026-03-09\|3.65\|-2.41\|3.70\|3.71\|3.59\|704952;2026-03-10\|3.72\|1.92\|3.68\|3.73\|3.68\|557188;2026-03-11\|3.77\|1.34\|3.72\|3.82\|3.69\|916457;2026-03-12\|3.69\|-2.12\|3.73\|3.78\|3.67\|646835;2026-03-13\|3.64\|-1.35\|3.67\|3.70\|3.63\|490759;2026-03-16\|3.73\|2.47\|3.64\|3.74\|3.64\|728538;2026-03-17\|3.66\|-1.88\|3.73\|3.76\|3.66\|555077;2026-03-18\|3.81\|4.10\|3.67\|3.81\|3.67\|1224583;2026-03-19\|3.64\|-4.46\|3.76\|3.76\|3.61\|1154805;2026-03-20\|3.61\|-0.82\|3.64\|3.74\|3.60\|770101;2026-03-23\|3.31\|-8.31\|3.52\|3.53\|3.30\|951776;2026-03-24\|3.40\|2.72\|3.37\|3.42\|3.28\|644498;2026-03-25\|3.53\|3.82\|3.43\|3.54\|3.40\|732422;2026-03-26\|3.48\|-1.42\|3.53\|3.58\|3.45\|498703;2026-03-27\|3.49\|0.29\|3.43\|3.51\|3.42\|390002;2026-03-30\|3.49\|0.00\|3.42\|3.50\|3.38\|413592;2026-03-31\|3.43\|-1.72\|3.49\|3.55\|3.43\|392135;2026-04-01\|3.51\|2.33\|3.50\|3.55\|3.42\|572243;2026-04-02\|3.51\|0.00\|3.49\|3.55\|3.46\|426092;2026-04-03\|3.42\|-2.56\|3.50\|3.51\|3.39\|472398;2026-04-07\|3.49\|2.05\|3.43\|3.50\|3.42\|388623;2026-04-08\|3.71\|6.30\|3.54\|3.73\|3.53\|1085786;2026-04-09\|3.55\|-4.31\|3.63\|3.65\|3.51\|888766;2026-04-10\|3.91\|10.14\|3.91\|3.91\|3.91\|920807;2026-04-13\|4.00\|2.30\|4.30\|4.30\|3.97\|4601433;2026-04-14\|4.16\|4.00\|3.92\|4.22\|3.91\|3803770;2026-04-15\|3.99\|-4.09\|4.09\|4.12\|3.92\|2538199;2026-04-16\|4.06\|1.75\|4.00\|4.19\|3.92\|2393329;2026-04-17\|4.30\|5.91\|4.03\|4.47\|3.96\|5110097;2026-04-20\|4.73\|10.00\|4.28\|4.73\|4.26\|5352320;2026-04-21\|5.20\|9.94\|4.71\|5.20\|4.63\|4028699;2026-04-22\|5.50\|5.77\|5.50\|5.72\|4.98\|7224261;2026-04-23\|5.14\|-6.55\|5.32\|5.69\|5.13\|6620107;2026-04-24\|4.85\|-5.64\|5.09\|5.14\|4.75\|4678079;2026-04-27\|4.75\|-2.06\|4.83\|4.90\|4.68\|2960469;2026-04-28\|4.54\|-4.42\|4.70\|4.73\|4.51\|2443674;2026-04-29\|4.65\|2.42\|4.56\|4.78\|4.50\|2411728;2026-04-30\|4.46\|-4.09\|4.61\|4.64\|4.43\|2117347;2026-05-06\|4.67\|4.71\|4.55\|4.70\|4.50\|2350716;2026-05-07\|4.89\|4.71\|4.70\|4.91\|4.63\|3092209;2026-05-08\|4.91\|0.41\|4.88\|4.94\|4.76\|2470569;2026-05-11\|4.86\|-1.02\|4.95\|4.98\|4.83\|1942398;2026-05-12\|4.95\|1.85\|4.86\|5.10\|4.84\|2421776;2026-05-13\|5.04\|1.82\|4.85\|5.10\|4.83\|2528675;2026-05-14\|4.78\|-5.16\|5.08\|5.10\|4.78\|1877260;2026-05-15\|4.62\|-3.35\|4.81\|4.84\|4.56\|1692536;2026-05-18\|4.55\|-1.52\|4.61\|4.65\|4.47\|1103084;2026-05-19\|4.58\|0.66\|4.56\|4.61\|4.43\|1149292;2026-05-20\|4.50\|-1.75\|4.54\|4.54\|4.38\|981664;2026-05-21\|4.18\|-7.11\|4.49\|4.53\|4.15\|1555708;2026-05-22\|4.22\|0.96\|4.18\|4.26\|4.12\|1125913;2026-05-25\|4.11\|-2.38\|4.18\|4.21\|4.07\|915227;2026-05-26\|3.98\|-3.16\|4.12\|4.12\|3.95\|944018;2026-05-27\|3.81\|-4.27\|3.98\|3.99\|3.78\|1052685;2026-05-28\|3.86\|1.31\|3.81\|3.88\|3.75\|784581;2026-05-29\|3.71\|-3.89\|3.86\|3.87\|3.68\|794277;2026-06-01\|3.69\|-0.54\|3.69\|3.74\|3.64\|794096;2026-06-02\|3.70\|0.27\|3.69\|3.71\|3.54\|862763;2026-06-03\|4.07\|10.00\|3.70\|4.07\|3.69\|2810354;2026-06-04\|3.96\|-2.70\|4.03\|4.25\|3.91\|3512046;2026-06-05\|3.85\|-2.78\|3.91\|3.99\|3.83\|2117920;2026-06-08\|3.66\|-4.94\|3.68\|3.85\|3.57\|1605345;2026-06-09\|3.76\|2.73\|3.75\|3.77\|3.63\|1365698;2026-06-10\|3.53\|-6.12\|3.70\|3.71\|3.48\|1562704;2026-06-11\|3.51\|-0.57\|3.48\|3.62\|3.42\|1406869;2026-06-12\|3.50\|-0.28\|3.56\|3.58\|3.44\|1067297;2026-06-15\|3.61\|3.14\|3.51\|3.66\|3.51\|1046272;2026-06-16\|3.70\|2.49\|3.62\|3.74\|3.54\|1183703;2026-06-17\|3.59\|-2.97\|3.65\|3.70\|3.57\|947966;2026-06-18\|3.48\|-3.06\|3.56\|3.58\|3.47\|1011801;2026-06-22\|3.42\|-1.72\|3.50\|3.51\|3.27\|1398835;2026-06-23\|3.38\|-1.17\|3.40\|3.47\|3.36\|972788;2026-06-24\|3.30\|-2.37\|3.36\|3.36\|3.25\|932101;2026-06-25\|3.26\|-1.21\|3.34\|3.38\|3.24\|936346;2026-06-26\|3.08\|-5.52\|3.24\|3.25\|3.07\|1087500;2026-06-29\|3.02\|-1.95\|3.09\|3.10\|2.97\|932394;2026-06-30\|3.07\|1.66\|3.02\|3.11\|2.96\|929199;2026-07-01\|3.12\|1.63\|3.08\|3.16\|3.03\|931281;2026-07-02\|3.07\|-1.60\|3.09\|3.17\|3.06\|838117;2026-07-03\|3.09\|0.65\|3.06\|3.22\|3.06\|930598;2026-07-06\|3.03\|-1.94\|3.10\|3.12\|3.02\|766067;2026-07-07\|2.89\|-4.62\|3.01\|3.04\|2.89\|765075;2026-07-08\|2.81\|-2.77\|2.89\|2.90\|2.79\|694397;2026-07-09\|2.83\|0.71\|2.83\|2.88\|2.73\|773029;2026-07-10\|2.89\|2.12\|2.84\|2.98\|2.78\|955042;2026-07-13\|2.68\|-7.27\|2.87\|2.88\|2.68\|821011
112653	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	PCB签单高增+光模块PCBA量产行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月22日互动易，今年以来公司整体签单同比增长超过70%，PCB销售增长超过120%；随着珠海板厂及天津PCBA工厂跨过月度盈亏平衡点开始贡献利润，公司利润将逐渐修复并快速增长。 2、据2026年6月23日投资者关系活动记录表，公司光模块PCBA业务已进入量产阶段，珠海PCBA工厂设有数条专门产线为国内某光模块头部企业提供生产服务，该客户今年签单金额已进入公司前三大客户范围。 3、据2026年6月23日投资者关系活动记录表，公司前十大签单客户逐渐向AI、机器人等领域靠拢；公司已形成涵盖PCB设计、SI/PI仿真、PCB制板、PCBA焊接组装等一站式硬件创新服务平台。	公司光模块PCBA业务已进入量产阶段，PCB生产预计年底具备量产能力，跟英伟达、英特尔有合作	2026-03-04\|33.68\|-2.06\|34.45\|34.75\|33.50\|29097;2026-03-05\|34.28\|1.78\|34.40\|34.95\|34.03\|20256;2026-03-06\|34.70\|1.23\|34.06\|34.85\|33.95\|19131;2026-03-09\|34.13\|-1.64\|34.12\|34.40\|33.12\|28618;2026-03-10\|35.48\|3.96\|34.77\|35.64\|34.50\|30581;2026-03-11\|35.09\|-1.10\|35.53\|36.13\|34.93\|28017;2026-03-12\|34.11\|-2.79\|35.04\|35.39\|33.69\|31570;2026-03-13\|33.48\|-1.85\|33.94\|34.10\|33.42\|17437;2026-03-16\|34.36\|2.63\|33.42\|34.38\|32.94\|21637;2026-03-17\|33.23\|-3.29\|34.38\|34.57\|33.18\|21624;2026-03-18\|34.54\|3.94\|33.59\|34.55\|33.26\|28738;2026-03-19\|33.30\|-3.59\|33.86\|34.25\|33.19\|21433;2026-03-20\|32.50\|-2.40\|33.92\|33.94\|32.50\|25546;2026-03-23\|30.01\|-7.66\|31.90\|32.16\|29.84\|31320;2026-03-24\|30.92\|3.03\|30.90\|30.98\|29.83\|20275;2026-03-25\|31.13\|0.68\|30.91\|31.70\|30.80\|17596;2026-03-26\|30.69\|-1.41\|31.35\|31.58\|30.50\|14711;2026-03-27\|30.85\|0.52\|30.25\|31.13\|30.13\|11266;2026-03-30\|30.98\|0.42\|30.31\|30.98\|30.23\|12957;2026-03-31\|30.48\|-1.61\|30.77\|31.33\|30.41\|13170;2026-04-01\|31.35\|2.85\|31.21\|31.78\|31.08\|16317;2026-04-02\|30.38\|-3.09\|31.12\|31.30\|30.18\|14722;2026-04-03\|30.17\|-0.69\|30.38\|30.75\|29.93\|12374;2026-04-07\|30.41\|0.80\|30.17\|30.66\|30.10\|10126;2026-04-08\|32.09\|5.52\|31.02\|32.12\|31.02\|23453;2026-04-09\|31.94\|-0.47\|31.78\|32.35\|31.78\|14391;2026-04-10\|32.77\|2.60\|32.11\|33.33\|32.11\|27552;2026-04-13\|33.10\|1.01\|32.74\|33.20\|32.50\|14835;2026-04-14\|33.91\|2.45\|33.31\|34.08\|33.11\|23712;2026-04-15\|33.58\|-0.97\|33.90\|34.39\|33.50\|21725;2026-04-16\|34.45\|2.59\|34.58\|34.80\|33.80\|31592;2026-04-17\|35.97\|4.41\|34.30\|36.50\|34.26\|53352;2026-04-20\|36.20\|0.64\|35.99\|36.36\|35.75\|32915;2026-04-21\|37.90\|4.70\|36.08\|39.44\|35.96\|89822;2026-04-22\|37.93\|0.08\|37.56\|38.55\|37.32\|48639;2026-04-23\|37.43\|-1.32\|37.95\|38.50\|37.28\|39797;2026-04-24\|36.90\|-1.42\|37.27\|37.80\|36.88\|28517;2026-04-27\|38.14\|3.36\|36.86\|38.50\|36.85\|48223;2026-04-28\|37.70\|-1.15\|37.98\|38.39\|37.20\|34584;2026-04-29\|38.23\|1.41\|37.70\|38.40\|37.30\|32800;2026-04-30\|38.35\|0.31\|38.23\|38.80\|38.07\|27320;2026-05-06\|40.89\|6.62\|39.02\|41.70\|38.67\|98163;2026-05-07\|41.91\|2.49\|41.11\|42.19\|40.41\|63573;2026-05-08\|42.35\|1.05\|41.35\|42.85\|41.29\|46209;2026-05-11\|42.38\|0.07\|42.87\|43.57\|42.15\|52419;2026-05-12\|41.38\|-2.36\|42.36\|42.71\|41.00\|42125;2026-05-13\|41.89\|1.23\|41.20\|42.13\|41.01\|42913;2026-05-14\|40.61\|-3.06\|42.30\|42.30\|40.61\|31303;2026-05-15\|40.60\|-0.02\|40.64\|41.42\|40.08\|34804;2026-05-18\|40.01\|-1.45\|40.59\|40.95\|39.70\|36347;2026-05-19\|39.66\|-0.87\|39.92\|40.50\|39.06\|32513;2026-05-20\|40.00\|0.86\|39.47\|41.32\|39.43\|36271;2026-05-21\|41.21\|3.02\|40.80\|45.13\|40.80\|110851;2026-05-22\|43.19\|4.80\|42.21\|43.48\|41.31\|117694;2026-05-25\|46.76\|8.27\|43.94\|47.30\|43.94\|162946;2026-05-26\|48.07\|2.80\|46.92\|48.86\|45.26\|165879;2026-05-27\|47.38\|-1.44\|48.80\|51.01\|46.63\|148012;2026-05-28\|46.23\|-2.43\|46.58\|48.33\|45.27\|131321;2026-05-29\|43.41\|-6.10\|46.00\|46.77\|43.15\|103172;2026-06-01\|42.36\|-2.42\|42.78\|44.58\|42.22\|72292;2026-06-02\|45.13\|6.54\|42.20\|46.88\|41.30\|113044;2026-06-03\|54.16\|20.01\|54.16\|54.16\|52.81\|96935;2026-06-04\|50.30\|-7.13\|53.99\|56.66\|49.38\|323306;2026-06-05\|48.41\|-3.76\|50.30\|51.70\|48.06\|204163;2026-06-08\|45.05\|-6.94\|45.00\|46.66\|44.26\|140034;2026-06-09\|47.03\|4.40\|45.79\|47.74\|44.88\|140707;2026-06-10\|45.86\|-2.49\|45.78\|47.90\|45.38\|107200;2026-06-11\|45.63\|-0.50\|45.50\|46.60\|44.00\|100112;2026-06-12\|45.44\|-0.42\|46.52\|48.18\|45.04\|115810;2026-06-15\|48.92\|7.66\|46.75\|48.95\|46.10\|136679;2026-06-16\|48.50\|-0.86\|48.39\|49.00\|47.22\|131781;2026-06-17\|58.20\|20.00\|51.66\|58.20\|51.21\|236963;2026-06-18\|55.82\|-4.09\|57.00\|57.51\|54.94\|235994;2026-06-22\|55.04\|-1.40\|55.89\|57.08\|54.20\|175142;2026-06-23\|52.37\|-4.85\|54.30\|54.60\|51.86\|119403;2026-06-24\|62.84\|19.99\|53.30\|62.84\|53.30\|309347;2026-06-25\|61.40\|-2.29\|62.67\|64.46\|60.10\|231207;2026-06-26\|62.44\|1.69\|62.60\|64.99\|60.47\|183496;2026-06-29\|60.46\|-3.17\|63.06\|64.49\|58.01\|163343;2026-06-30\|61.17\|1.34\|60.21\|63.00\|59.15\|157177;2026-07-01\|62.71\|2.52\|60.87\|63.80\|59.36\|164044;2026-07-02\|55.47\|-11.55\|59.15\|59.70\|54.87\|154232;2026-07-03\|57.11\|2.96\|55.68\|57.38\|54.05\|124013;2026-07-06\|56.10\|-1.77\|58.73\|59.20\|54.74\|100025;2026-07-07\|57.98\|3.35\|56.13\|60.58\|55.80\|113386;2026-07-08\|53.77\|-7.26\|56.00\|57.10\|51.11\|131183;2026-07-09\|55.48\|3.18\|53.68\|55.50\|51.47\|104263;2026-07-10\|51.63\|-6.94\|55.18\|56.50\|51.62\|103420;2026-07-13\|47.18\|-8.62\|50.71\|51.98\|47.08\|93623
112652	英伟达Spectrum-X硅光交换机全面量产；黄仁勋称Marvell可能成为"下一家万亿美元公司"	CPO+服务器+AI眼镜行业原因： 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29日机构调研，从光创联到环旭电子再到日月光集团，已启动CPO业务协同战略规划，提供从芯片封测到D-FAU组装、ELSFP光源、交换机组装的端到端解决方案；光创联ELSFP在今年3月完成首样，已与多家头部客户对接并安排产品认证。 2、据2026年4月29日机构调研，AI眼镜SiP模组业务在二季度开始放量，全年预估能达到整体SiP业务营收10%的水准；公司是SiP微小化技术的行业领导者，为电子制造服务行业全球知名厂商。 3、据2026年4月29日机构调研，2026年第一季度服务器业务收入同比成长约100%，主要受益于CSP客户AI智能卡需求的快速放量；AI智能卡产能规划在2026年上半年扩充至180K月产能，年末达成225K月产能。	公司7月底发布新一代1.6T光模块并自建测试实验室，未来将与控股股东合作拓展CPO光器件及系统组装业务	2026-03-04\|42.03\|-3.56\|42.41\|44.14\|41.66\|473592;2026-03-05\|41.45\|-1.38\|43.40\|43.96\|41.00\|488590;2026-03-06\|39.43\|-4.87\|41.70\|41.80\|39.27\|602198;2026-03-09\|38.35\|-2.74\|37.80\|38.99\|35.88\|663824;2026-03-10\|41.17\|7.35\|39.60\|41.54\|38.61\|633978;2026-03-11\|40.19\|-2.38\|41.04\|41.95\|39.90\|400839;2026-03-12\|39.10\|-2.71\|39.98\|40.68\|38.03\|526565;2026-03-13\|40.30\|3.07\|38.91\|41.60\|38.79\|596047;2026-03-16\|39.62\|-1.69\|40.49\|40.81\|38.88\|313237;2026-03-17\|35.93\|-9.31\|39.12\|39.29\|35.73\|657030;2026-03-18\|36.95\|2.84\|36.64\|37.38\|36.00\|424880;2026-03-19\|35.88\|-2.90\|36.31\|37.05\|35.75\|337927;2026-03-20\|35.82\|-0.17\|37.00\|38.08\|35.76\|453902;2026-03-23\|32.99\|-7.90\|34.06\|34.89\|32.50\|493494;2026-03-24\|33.48\|1.49\|33.31\|33.59\|32.35\|366862;2026-03-25\|34.40\|2.75\|34.49\|35.78\|34.22\|368236;2026-03-26\|33.47\|-2.70\|34.36\|35.04\|33.18\|281345;2026-03-27\|33.14\|-0.99\|32.46\|33.60\|32.23\|317944;2026-03-30\|33.83\|2.08\|32.66\|34.54\|32.41\|286750;2026-03-31\|33.00\|-2.45\|33.66\|34.52\|32.96\|331331;2026-04-01\|33.79\|2.39\|34.04\|34.60\|33.50\|272026;2026-04-02\|33.68\|-0.33\|33.87\|35.81\|33.45\|425210;2026-04-03\|34.21\|1.57\|34.90\|35.60\|34.10\|429159;2026-04-07\|32.84\|-4.00\|34.48\|34.50\|32.20\|462233;2026-04-08\|35.12\|6.94\|34.11\|35.30\|34.11\|488990;2026-04-09\|36.68\|4.44\|34.83\|37.49\|34.65\|714803;2026-04-10\|35.64\|-2.84\|36.89\|37.05\|35.10\|743939;2026-04-13\|37.38\|4.88\|35.30\|38.26\|35.01\|718205;2026-04-14\|37.83\|1.20\|38.00\|38.58\|37.05\|648573;2026-04-15\|36.62\|-3.20\|37.98\|38.58\|36.49\|541089;2026-04-16\|37.95\|3.63\|36.70\|38.41\|36.21\|486885;2026-04-17\|40.18\|5.88\|38.31\|40.42\|38.31\|678103;2026-04-20\|42.37\|5.45\|40.69\|42.80\|39.38\|665125;2026-04-21\|41.59\|-1.84\|41.31\|41.99\|40.21\|488719;2026-04-22\|44.28\|6.47\|41.91\|44.89\|41.91\|575494;2026-04-23\|41.30\|-6.73\|44.50\|44.80\|40.02\|758225;2026-04-24\|39.57\|-4.19\|40.91\|40.91\|38.55\|575620;2026-04-27\|39.65\|0.20\|40.21\|41.18\|39.51\|398466;2026-04-28\|38.81\|-2.12\|39.49\|39.88\|38.35\|344585;2026-04-29\|40.28\|3.79\|39.77\|41.25\|39.44\|486374;2026-04-30\|37.80\|-6.16\|41.00\|41.00\|37.80\|559173;2026-05-06\|38.98\|3.12\|38.50\|39.49\|38.01\|446159;2026-05-07\|42.03\|7.82\|39.27\|42.34\|38.75\|559821;2026-05-08\|41.49\|-1.28\|41.30\|42.21\|40.43\|429456;2026-05-11\|41.18\|-0.75\|41.71\|42.46\|40.50\|545915;2026-05-12\|42.76\|3.84\|41.50\|42.80\|40.74\|504158;2026-05-13\|44.45\|3.95\|42.00\|45.70\|41.76\|620221;2026-05-14\|42.13\|-5.22\|44.60\|45.55\|41.60\|594338;2026-05-15\|39.67\|-5.84\|42.13\|42.36\|39.01\|505242;2026-05-18\|40.09\|1.06\|39.10\|40.17\|38.47\|348510;2026-05-19\|38.71\|-3.44\|39.69\|39.69\|37.80\|395376;2026-05-20\|39.36\|1.68\|38.51\|40.35\|38.01\|333836;2026-05-21\|37.29\|-5.26\|39.54\|40.17\|37.29\|426446;2026-05-22\|39.45\|5.79\|38.01\|39.61\|37.40\|391493;2026-05-25\|42.20\|6.97\|40.11\|42.59\|38.98\|605833;2026-05-26\|41.43\|-1.82\|41.90\|41.96\|39.88\|461718;2026-05-27\|43.43\|4.83\|42.50\|45.00\|41.84\|820977;2026-05-28\|44.00\|1.31\|43.51\|44.79\|42.10\|665107;2026-05-29\|44.82\|1.86\|44.31\|45.68\|42.92\|558550;2026-06-01\|40.34\|-10.00\|44.38\|44.38\|40.34\|496194;2026-06-02\|39.65\|-1.71\|39.54\|41.98\|39.01\|524131;2026-06-03\|43.62\|10.01\|41.40\|43.62\|41.38\|464414;2026-06-04\|45.76\|4.91\|44.11\|47.89\|43.62\|1069613;2026-06-05\|42.66\|-6.77\|45.25\|45.87\|42.42\|768625;2026-06-08\|38.78\|-9.10\|39.80\|41.30\|38.39\|624260;2026-06-09\|40.74\|5.05\|39.60\|41.15\|38.50\|477062;2026-06-10\|36.72\|-9.87\|39.70\|39.79\|36.68\|664993;2026-06-11\|35.17\|-4.22\|36.01\|36.67\|34.50\|601948;2026-06-12\|33.90\|-3.61\|36.34\|37.18\|33.90\|535207;2026-06-15\|36.25\|8.31\|34.51\|36.34\|34.00\|521172;2026-06-16\|36.85\|1.66\|36.22\|37.68\|35.45\|483755;2026-06-17\|37.08\|0.62\|36.11\|37.77\|35.55\|424962;2026-06-18\|37.51\|1.16\|37.11\|38.36\|37.11\|536968;2026-06-22\|37.49\|-0.05\|38.01\|38.71\|36.12\|582148;2026-06-23\|35.38\|-5.63\|37.81\|37.82\|35.29\|479070;2026-06-24\|36.60\|3.45\|34.90\|37.05\|34.45\|483036;2026-06-25\|36.19\|-1.12\|37.10\|37.45\|35.85\|392834;2026-06-26\|32.94\|-8.98\|35.83\|35.83\|32.86\|564002;2026-06-29\|30.81\|-6.47\|32.52\|33.27\|30.50\|702282;2026-06-30\|32.40\|5.16\|30.95\|33.13\|30.60\|419525;2026-07-01\|31.10\|-4.01\|32.49\|32.77\|30.77\|368777;2026-07-02\|28.71\|-7.68\|30.30\|30.43\|28.60\|430971;2026-07-03\|30.59\|6.55\|29.28\|31.43\|29.10\|481696;2026-07-06\|29.65\|-3.07\|30.82\|31.28\|29.11\|329484;2026-07-07\|29.19\|-1.55\|29.80\|29.98\|28.86\|251685;2026-07-08\|28.71\|-1.64\|29.46\|29.80\|28.09\|267984;2026-07-09\|31.00\|7.98\|29.20\|31.13\|28.40\|469383;2026-07-10\|30.36\|-2.06\|31.12\|31.86\|30.28\|360321;2026-07-13\|27.80\|-8.43\|29.91\|30.00\|27.33\|345027
112651	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	碳化硅+培育钻石+商业航天+铜基新材料行业原因：据券商中国援引报道，北京时间6月3日，多位知情人士透露，马斯克的火箭与卫星公司SpaceX计划在其规模庞大的首次公开募股（IPO）中目标估值达到1.75万亿美元，此次IPO将完全由新发行的股票构成。公司原因： 1、据2026年5月26日互动易，子公司顶立科技的热工装备广泛应用于半导体材料领域，包括碳化硅化学气相沉积装备、氮化硼化学气相沉积装备、石墨提纯装备、高温纯化装备等。 2、据2026年5月26日互动易，子公司顶立科技研发制备的高纯碳粉已实现小批量销售，主要应用于锂离子负极材料、SiC单晶、人造钻石、莫桑石、核石墨等领域。 3、据2026年5月15日投资者关系活动记录表，子公司天鸟高新作为航天科工集团一级供应商，其生产的碳纤维预制体产品成功应用于火箭和卫星结构件，并承担国内全系列航天固体火箭发动机喷管喉衬预制体的研发与产业化。 4、公司目前业务涵盖铜基新材料和军工碳材料两大板块，产品包括精密铜带、铜导体材料、铜合金线材、精密特钢、碳纤维复合材料和特种热工装备及新材料等六大品类。	1、碳纤维复合材料运营主体为子公司天鸟高新，产品广泛用于无人机、航空航天、国防军工等领域； 2、子公司顶立科技已向核聚变相关单位供货钨合金超高温烧结装备，并持续加大核聚变领域投入	2026-03-04\|12.85\|0.00\|12.65\|13.12\|12.58\|433563;2026-03-05\|12.97\|0.93\|13.10\|13.27\|12.85\|437660;2026-03-06\|12.81\|-1.23\|12.85\|13.03\|12.74\|376874;2026-03-09\|12.30\|-3.98\|12.69\|12.69\|11.98\|648447;2026-03-10\|12.55\|2.03\|12.49\|12.62\|12.37\|408964;2026-03-11\|12.61\|0.48\|12.55\|12.74\|12.53\|325147;2026-03-12\|12.72\|0.87\|12.79\|13.07\|12.57\|542214;2026-03-13\|12.40\|-2.52\|12.61\|12.72\|12.36\|391327;2026-03-16\|12.27\|-1.05\|12.31\|12.36\|12.02\|318826;2026-03-17\|11.92\|-2.85\|12.33\|12.38\|11.90\|375063;2026-03-18\|11.88\|-0.34\|11.93\|11.97\|11.60\|365133;2026-03-19\|11.30\|-4.88\|11.65\|11.68\|11.25\|412875;2026-03-20\|11.07\|-2.04\|11.41\|11.46\|11.06\|303250;2026-03-23\|10.45\|-5.60\|10.88\|11.04\|10.36\|452383;2026-03-24\|10.75\|2.87\|10.69\|10.78\|10.40\|314685;2026-03-25\|10.93\|1.67\|10.86\|10.98\|10.86\|310363;2026-03-26\|10.80\|-1.19\|10.94\|10.98\|10.74\|245899;2026-03-27\|10.96\|1.48\|10.63\|11.03\|10.59\|247016;2026-03-30\|11.10\|1.28\|10.84\|11.15\|10.84\|369710;2026-03-31\|11.36\|2.34\|11.12\|11.47\|11.10\|466711;2026-04-01\|11.27\|-0.79\|11.50\|11.55\|11.18\|348575;2026-04-02\|10.98\|-2.57\|11.21\|11.29\|10.90\|256097;2026-04-03\|10.78\|-1.82\|10.95\|11.05\|10.77\|190422;2026-04-07\|10.87\|0.83\|10.85\|10.93\|10.76\|138639;2026-04-08\|11.36\|4.51\|11.15\|11.36\|11.11\|325666;2026-04-09\|11.18\|-1.58\|11.25\|11.33\|11.15\|234682;2026-04-10\|11.32\|1.25\|11.31\|11.44\|11.26\|265368;2026-04-13\|11.35\|0.27\|11.31\|11.46\|11.26\|237899;2026-04-14\|11.56\|1.85\|11.44\|11.56\|11.37\|327971;2026-04-15\|11.44\|-1.04\|11.67\|11.73\|11.40\|303404;2026-04-16\|11.49\|0.44\|11.47\|11.53\|11.41\|226827;2026-04-17\|11.79\|2.61\|11.50\|11.86\|11.45\|430144;2026-04-20\|11.97\|1.53\|11.84\|12.09\|11.84\|432648;2026-04-21\|11.83\|-1.17\|11.98\|11.98\|11.75\|286756;2026-04-22\|12.00\|1.44\|11.76\|12.02\|11.73\|359632;2026-04-23\|11.82\|-1.50\|12.03\|12.09\|11.69\|335774;2026-04-24\|11.65\|-1.44\|11.72\|11.85\|11.51\|273968;2026-04-27\|11.52\|-1.12\|11.62\|11.71\|11.36\|290979;2026-04-28\|11.30\|-1.91\|11.50\|11.51\|11.19\|301530;2026-04-29\|11.42\|1.06\|11.26\|11.44\|11.22\|227123;2026-04-30\|11.31\|-0.96\|11.40\|11.43\|11.22\|252989;2026-05-06\|11.63\|2.83\|11.35\|11.70\|11.35\|378515;2026-05-07\|11.87\|2.06\|11.70\|11.93\|11.59\|392628;2026-05-08\|11.92\|0.42\|11.80\|11.98\|11.73\|338607;2026-05-11\|11.91\|-0.08\|11.97\|12.10\|11.90\|461907;2026-05-12\|11.85\|-0.50\|11.92\|12.02\|11.79\|363032;2026-05-13\|11.96\|0.93\|11.80\|12.02\|11.80\|331736;2026-05-14\|12.29\|2.76\|11.98\|12.57\|11.55\|1072153;2026-05-15\|12.00\|-2.36\|12.61\|12.70\|11.96\|766517;2026-05-18\|11.60\|-3.33\|11.79\|11.81\|11.49\|570715;2026-05-19\|11.63\|0.26\|11.61\|11.80\|11.26\|447947;2026-05-20\|11.27\|-3.10\|11.52\|11.53\|11.15\|426991;2026-05-21\|10.82\|-3.99\|11.35\|11.45\|10.76\|514228;2026-05-22\|11.42\|5.55\|10.86\|11.79\|10.82\|595618;2026-05-25\|11.83\|3.59\|11.47\|11.85\|11.38\|568520;2026-05-26\|11.57\|-2.20\|11.71\|11.77\|11.37\|476967;2026-05-27\|11.68\|0.95\|11.46\|11.99\|11.46\|651215;2026-05-28\|12.25\|4.88\|11.56\|12.25\|11.53\|849980;2026-05-29\|11.92\|-2.69\|12.50\|12.58\|11.86\|951938;2026-06-01\|11.75\|-1.43\|11.70\|12.04\|11.60\|507221;2026-06-02\|11.97\|1.87\|11.75\|12.04\|11.59\|597953;2026-06-03\|12.88\|7.60\|12.13\|13.17\|12.13\|1777303;2026-06-04\|12.72\|-1.24\|12.67\|12.98\|12.39\|1354948;2026-06-05\|12.85\|1.66\|12.70\|13.27\|12.70\|1452624;2026-06-08\|13.24\|3.04\|12.51\|13.24\|12.45\|1460202;2026-06-09\|13.44\|1.51\|13.18\|13.47\|12.93\|1454498;2026-06-10\|12.70\|-5.51\|13.20\|13.35\|12.60\|1039329;2026-06-11\|12.88\|1.42\|12.35\|13.18\|12.24\|1032390;2026-06-12\|13.59\|5.51\|13.10\|13.71\|12.89\|1668832;2026-06-15\|13.77\|1.32\|13.58\|14.03\|13.46\|1751138;2026-06-16\|14.34\|4.14\|13.77\|14.88\|13.60\|1876855;2026-06-17\|15.00\|4.60\|14.01\|15.48\|13.83\|2398195;2026-06-18\|15.38\|2.53\|14.85\|15.96\|14.65\|2120910;2026-06-22\|16.43\|6.83\|15.85\|16.47\|15.24\|2316900;2026-06-23\|14.80\|-9.92\|16.31\|16.33\|14.79\|2248809;2026-06-24\|15.02\|1.49\|14.65\|15.37\|14.33\|1704545;2026-06-25\|15.71\|4.59\|14.88\|15.80\|14.16\|1886494;2026-06-26\|14.21\|-9.55\|15.30\|15.52\|14.20\|1598349;2026-06-29\|13.13\|-7.60\|14.15\|14.64\|13.02\|1575667;2026-06-30\|13.57\|3.35\|13.36\|13.66\|12.93\|1062425;2026-07-01\|13.99\|3.10\|13.57\|14.15\|13.00\|1537371;2026-07-02\|13.83\|-1.14\|13.57\|14.27\|13.14\|1203350;2026-07-03\|13.09\|-5.35\|13.85\|13.95\|13.05\|1043163;2026-07-06\|12.73\|-2.75\|13.08\|13.32\|12.57\|797643;2026-07-07\|12.76\|0.24\|12.65\|13.08\|12.46\|619470;2026-07-08\|11.76\|-7.84\|12.65\|12.82\|11.76\|872693;2026-07-09\|11.80\|0.34\|11.80\|11.89\|11.04\|916057;2026-07-10\|11.80\|0.00\|11.78\|12.24\|11.68\|794925;2026-07-13\|10.74\|-8.98\|11.64\|11.65\|10.70\|719358
112650	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	高速光模块发布+算力配套+商业航天+央企行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据证券时报网2026年6月23日报道，公司发布25G系列高速光模块新产品，突破了COB封装、高速电信号传输等核心工艺瓶颈，填补了公司相关产品空白。 2、据2026年5月11日及6月22日互动易，公司为算力领域客户提供高速背板连接器、液冷连接器及线缆组件等产品，并已批量供货；2025年来自商业航天及算力领域配套产品收入占营业收入8%左右。 3、据2026年4月20日投资者关系活动记录表，商业航天是公司“十五五”重点投入产业，部分电子元器件已获下游客户认可并应用。 4、据2025年年度报告，公司控股股东为航天江南集团有限公司，实际控制人为国务院国有资产监督管理委员会。	中航科工集团旗下，航天连接器龙头，市场占比超过70%；一季度净利润同比增长12.18%	2026-03-04\|51.11\|2.49\|49.10\|51.67\|48.95\|153816;2026-03-05\|50.70\|-0.80\|51.80\|52.20\|50.00\|123772;2026-03-06\|51.98\|2.52\|50.57\|52.60\|50.30\|140107;2026-03-09\|50.94\|-2.00\|51.26\|51.30\|49.80\|129607;2026-03-10\|56.03\|9.99\|52.01\|56.03\|52.01\|281213;2026-03-11\|56.49\|0.82\|58.70\|58.70\|56.24\|558541;2026-03-12\|59.96\|6.14\|57.02\|62.08\|56.78\|576049;2026-03-13\|54.90\|-8.44\|58.76\|58.99\|54.60\|428244;2026-03-16\|57.58\|4.88\|56.10\|58.65\|56.10\|384031;2026-03-17\|55.87\|-2.97\|57.60\|58.75\|55.70\|220787;2026-03-18\|60.18\|7.71\|56.95\|61.46\|56.31\|456146;2026-03-19\|60.79\|1.01\|59.00\|62.84\|58.10\|432452;2026-03-20\|63.44\|4.36\|61.91\|64.00\|60.50\|485075;2026-03-23\|62.66\|-1.23\|60.50\|67.00\|60.36\|439759;2026-03-24\|67.04\|6.99\|63.18\|68.93\|62.24\|509438;2026-03-25\|65.08\|-2.92\|67.00\|68.50\|64.72\|393711;2026-03-26\|61.98\|-4.76\|64.77\|65.00\|61.09\|318399;2026-03-27\|63.93\|3.15\|59.96\|63.95\|58.31\|290145;2026-03-30\|66.48\|3.99\|61.86\|68.50\|61.86\|330330;2026-03-31\|62.87\|-5.43\|65.15\|66.00\|62.76\|242475;2026-04-01\|65.37\|3.98\|64.88\|66.15\|63.28\|242663;2026-04-02\|60.62\|-7.27\|64.50\|65.04\|60.33\|260951;2026-04-03\|60.65\|0.05\|60.62\|62.83\|58.70\|238143;2026-04-07\|66.72\|10.01\|62.93\|66.72\|62.60\|332969;2026-04-08\|71.11\|6.58\|71.03\|72.50\|69.00\|384807;2026-04-09\|78.22\|10.00\|70.39\|78.22\|70.39\|268439;2026-04-10\|76.23\|-2.54\|76.66\|77.29\|74.20\|406008;2026-04-13\|77.36\|1.48\|76.30\|81.01\|76.30\|347816;2026-04-14\|78.68\|1.71\|77.00\|81.75\|75.22\|369227;2026-04-15\|79.67\|1.26\|78.90\|82.58\|76.65\|408285;2026-04-16\|76.30\|-4.23\|78.33\|78.78\|75.52\|399594;2026-04-17\|79.76\|4.53\|76.90\|80.86\|76.40\|383025;2026-04-20\|80.46\|0.88\|78.97\|83.63\|78.81\|410727;2026-04-21\|74.31\|-7.64\|79.10\|79.10\|74.01\|416558;2026-04-22\|76.45\|2.88\|73.83\|77.32\|73.03\|326372;2026-04-23\|73.60\|-3.73\|75.08\|76.28\|72.50\|281890;2026-04-24\|76.81\|4.36\|73.00\|80.43\|69.80\|545924;2026-04-27\|74.49\|-3.02\|76.00\|76.02\|70.94\|330556;2026-04-28\|69.27\|-7.01\|73.03\|73.40\|69.23\|293420;2026-04-29\|67.67\|-2.31\|68.12\|69.65\|67.44\|205005;2026-04-30\|73.19\|8.16\|68.70\|74.44\|67.95\|428141;2026-05-06\|76.40\|4.39\|75.00\|77.59\|74.00\|370080;2026-05-07\|77.32\|1.20\|76.40\|77.88\|75.09\|257041;2026-05-08\|75.70\|-2.10\|76.76\|76.90\|75.00\|227559;2026-05-11\|76.36\|0.87\|76.68\|78.01\|74.79\|307182;2026-05-12\|74.90\|-1.91\|76.36\|77.95\|73.82\|252473;2026-05-13\|73.79\|-1.48\|74.10\|74.57\|72.04\|235088;2026-05-14\|70.26\|-4.78\|75.10\|75.88\|70.23\|225379;2026-05-15\|69.41\|-1.21\|69.90\|71.23\|67.60\|207349;2026-05-18\|68.00\|-2.03\|69.51\|71.54\|67.74\|253193;2026-05-19\|72.91\|7.22\|67.80\|73.41\|66.40\|321289;2026-05-20\|73.61\|0.96\|73.53\|75.32\|71.44\|240258;2026-05-21\|72.22\|-1.89\|73.96\|78.93\|72.02\|378651;2026-05-22\|74.80\|3.57\|73.00\|76.22\|70.64\|249481;2026-05-25\|76.70\|2.54\|75.20\|77.60\|73.35\|293798;2026-05-26\|73.50\|-4.17\|76.00\|77.50\|72.32\|225589;2026-05-27\|69.49\|-5.46\|73.54\|76.30\|69.18\|265342;2026-05-28\|70.51\|1.47\|69.83\|71.50\|68.38\|181542;2026-05-29\|65.15\|-7.60\|70.39\|71.30\|64.85\|216667;2026-06-01\|61.42\|-5.73\|65.16\|65.97\|61.30\|182180;2026-06-02\|60.75\|-1.09\|62.00\|62.01\|58.99\|180827;2026-06-03\|65.24\|7.39\|60.75\|66.83\|60.66\|317216;2026-06-04\|67.91\|4.09\|66.65\|69.90\|66.51\|342862;2026-06-05\|64.80\|-4.58\|67.91\|67.91\|64.27\|229902;2026-06-08\|59.68\|-7.90\|62.11\|64.03\|59.35\|228225;2026-06-09\|61.36\|2.81\|60.50\|61.80\|58.04\|211084;2026-06-10\|62.41\|1.71\|61.02\|63.32\|59.89\|214167;2026-06-11\|66.06\|5.85\|63.91\|67.94\|62.88\|372755;2026-06-12\|64.05\|-3.04\|66.86\|69.17\|63.81\|258172;2026-06-15\|65.88\|2.86\|64.61\|66.98\|63.38\|176320;2026-06-16\|63.12\|-4.19\|66.00\|66.50\|62.66\|197598;2026-06-17\|63.40\|0.44\|63.63\|65.35\|62.33\|173263;2026-06-18\|63.53\|0.20\|62.80\|65.45\|62.18\|154411;2026-06-22\|60.18\|-5.27\|63.89\|65.49\|59.60\|224725;2026-06-23\|60.55\|0.61\|59.62\|61.98\|56.80\|225009;2026-06-24\|66.61\|10.01\|61.85\|66.61\|61.80\|143767;2026-06-25\|73.27\|10.00\|69.80\|73.27\|69.41\|543041;2026-06-26\|72.46\|-1.11\|73.73\|74.00\|69.86\|321246;2026-06-29\|71.75\|-0.98\|73.00\|75.14\|69.90\|239601;2026-06-30\|76.22\|6.23\|73.50\|78.12\|72.09\|359023;2026-07-01\|80.20\|5.22\|76.20\|81.93\|75.29\|392127;2026-07-02\|83.10\|3.62\|78.00\|87.80\|77.08\|376085;2026-07-03\|83.70\|0.72\|84.75\|90.69\|83.34\|316390;2026-07-06\|92.07\|10.00\|86.23\|92.07\|83.33\|288224;2026-07-07\|90.15\|-2.09\|93.72\|93.87\|87.20\|365134;2026-07-08\|86.30\|-4.27\|93.50\|95.88\|86.08\|370641;2026-07-09\|83.76\|-2.94\|86.54\|87.98\|78.00\|405437;2026-07-10\|79.29\|-5.34\|83.63\|88.84\|79.29\|495203;2026-07-13\|76.00\|-4.15\|78.31\|81.40\|74.49\|347077
112649	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	可控核聚变+高温超导+商业航天行业原因：据新华社，6月27日，中国科学院合肥物质科学研究院等离子体物理研究所“人造太阳”项目取得最新进展，环向场超导磁体、高温超导中心螺管线圈等两套聚变堆关键超导磁体先后完成研制验收与满参数测试，核心技术实现100%国产化，综合性能跃升至国际前列。公司原因： 1、据证券日报2026年6月30日报道，我国聚变堆关键超导磁体核心技术实现自主突破，推动行业迈入工程验证关键阶段；据2026年4月30日年报，联创超导已完成“星火一号”超导磁体总体方案设计，有序推进TF、CS技术验证磁体研发工作。 2、据2026年4月30日年报，联创超导已实现高温超导技术在感应加热、磁控硅单晶生长、可控核聚变、电磁弹射四大应用领域的产业化落地，潜在市场规模约2000亿元。 3、据2026年4月30日年报，2025年联创超导切入商业航天电磁弹射领域，完成“大功率低温制冷系统与模型超导磁体研制服务项目”并通过客户验收，完成首单高温超导电磁弹射模组设计制造。	1、公司通过参股子公司联创超导中标资阳商业航天研究院 1960 万元超导磁体项目，持股 30% 合资设立商业航天运营公司，以高温超导核心技术支撑电磁发射场装备研发，参与全球首个超导磁悬浮电磁发射验证平台建设，推动低成本、高频次商业航天发射技术落地； 2、公司旗下联创超导是国内唯一能设计制造高磁场（15-20T）大口径高温超导磁体的企业，通过参与 “星火一号” 聚变 - 裂变混合示范堆等项目，为核聚变装置提供高温超导磁体系统和低温制冷系统	2026-03-04\|58.83\|-0.37\|57.99\|60.20\|57.99\|100995;2026-03-05\|60.56\|2.94\|60.00\|61.77\|59.57\|105548;2026-03-06\|59.47\|-1.80\|60.04\|60.62\|59.11\|88681;2026-03-09\|58.55\|-1.55\|58.50\|59.15\|56.78\|92971;2026-03-10\|59.68\|1.93\|59.43\|59.88\|58.53\|73766;2026-03-11\|59.20\|-0.80\|59.73\|60.28\|59.02\|75662;2026-03-12\|57.99\|-2.04\|59.00\|59.43\|57.58\|80921;2026-03-13\|57.45\|-0.93\|57.70\|58.68\|57.30\|60655;2026-03-16\|56.70\|-1.31\|57.01\|57.30\|56.15\|70476;2026-03-17\|55.44\|-2.22\|57.06\|57.28\|55.33\|73599;2026-03-18\|55.35\|-0.16\|55.69\|55.87\|54.58\|60908;2026-03-19\|53.77\|-2.85\|54.28\|54.98\|53.56\|65516;2026-03-20\|52.22\|-2.88\|54.25\|54.50\|52.22\|62977;2026-03-23\|48.22\|-7.66\|51.35\|51.75\|47.89\|136786;2026-03-24\|49.97\|3.63\|49.88\|50.00\|48.26\|89882;2026-03-25\|51.12\|2.30\|50.13\|51.41\|50.13\|68074;2026-03-26\|49.98\|-2.23\|51.28\|51.50\|49.80\|54306;2026-03-27\|50.61\|1.26\|49.02\|50.86\|49.02\|51604;2026-03-30\|50.25\|-0.71\|49.70\|50.36\|49.38\|49267;2026-03-31\|49.88\|-0.74\|50.20\|51.01\|49.82\|46747;2026-04-01\|51.13\|2.51\|50.93\|51.15\|49.95\|56720;2026-04-02\|49.66\|-2.88\|50.75\|51.18\|49.40\|59938;2026-04-03\|49.31\|-0.70\|50.00\|50.00\|49.06\|39025;2026-04-07\|49.39\|0.16\|49.20\|49.96\|48.85\|46902;2026-04-08\|51.88\|5.04\|50.50\|52.00\|50.42\|81301;2026-04-09\|51.29\|-1.14\|51.31\|51.68\|51.01\|47321;2026-04-10\|52.09\|1.56\|51.77\|52.98\|51.75\|64188;2026-04-13\|51.55\|-1.04\|51.30\|52.50\|51.26\|47088;2026-04-14\|52.70\|2.23\|52.01\|52.98\|51.91\|71412;2026-04-15\|52.45\|-0.47\|53.19\|53.97\|52.10\|78204;2026-04-16\|52.48\|0.06\|52.63\|52.75\|52.11\|52628;2026-04-17\|53.85\|2.61\|52.60\|54.74\|52.22\|112954;2026-04-20\|54.29\|0.82\|53.86\|54.50\|53.40\|78987;2026-04-21\|53.85\|-0.81\|54.47\|54.81\|53.36\|59848;2026-04-22\|53.96\|0.20\|53.70\|54.06\|53.27\|59007;2026-04-23\|52.83\|-2.09\|53.96\|54.28\|52.34\|78887;2026-04-24\|51.99\|-1.59\|52.50\|53.13\|51.68\|58191;2026-04-27\|53.36\|2.64\|52.08\|53.55\|51.69\|69694;2026-04-28\|51.72\|-3.07\|53.38\|53.39\|51.46\|60400;2026-04-29\|51.50\|-0.43\|51.35\|51.83\|50.51\|73417;2026-04-30\|48.00\|-6.80\|48.11\|50.02\|47.52\|220534;2026-05-06\|45.83\|-4.52\|47.52\|47.52\|45.50\|279148;2026-05-07\|47.53\|3.71\|45.50\|47.90\|44.12\|246102;2026-05-08\|47.99\|0.97\|47.54\|49.47\|46.73\|198769;2026-05-11\|47.51\|-1.00\|48.12\|48.75\|47.41\|138254;2026-05-12\|46.28\|-2.59\|47.51\|47.78\|45.88\|128348;2026-05-13\|46.90\|1.34\|45.90\|47.50\|45.27\|166173;2026-05-14\|44.26\|-5.63\|46.59\|47.20\|44.19\|183299;2026-05-15\|41.75\|-5.67\|44.00\|44.50\|41.23\|231202;2026-05-18\|40.38\|-3.28\|40.77\|42.16\|40.20\|210816;2026-05-19\|42.44\|5.10\|40.30\|42.68\|39.30\|218580;2026-05-20\|40.95\|-3.51\|42.36\|42.39\|40.67\|141423;2026-05-21\|39.23\|-4.20\|41.07\|41.95\|39.08\|140504;2026-05-22\|39.71\|1.22\|39.00\|39.98\|38.87\|122000;2026-05-25\|41.08\|3.45\|39.94\|41.13\|39.21\|156233;2026-05-26\|39.63\|-3.53\|40.68\|40.80\|38.81\|137608;2026-05-27\|38.60\|-2.60\|39.41\|40.28\|38.32\|127156;2026-05-28\|38.52\|-0.21\|38.50\|38.85\|37.76\|129189;2026-05-29\|35.60\|-7.58\|38.52\|39.33\|35.39\|204196;2026-06-01\|35.75\|0.42\|35.62\|36.80\|35.62\|162230;2026-06-02\|34.45\|-3.64\|35.77\|35.98\|33.12\|201764;2026-06-03\|36.90\|7.11\|34.70\|37.90\|34.28\|299369;2026-06-04\|35.91\|-2.68\|36.90\|38.00\|35.54\|271183;2026-06-05\|36.28\|1.03\|36.24\|37.63\|35.93\|241138;2026-06-08\|34.51\|-4.88\|34.87\|36.42\|34.03\|170738;2026-06-09\|34.40\|-0.32\|35.05\|35.05\|33.71\|146122;2026-06-10\|32.86\|-4.48\|33.89\|34.31\|32.32\|184233;2026-06-11\|32.74\|-0.37\|32.86\|33.94\|31.91\|208525;2026-06-12\|32.98\|0.73\|33.18\|33.82\|32.62\|157433;2026-06-15\|34.51\|4.64\|32.99\|34.93\|32.72\|161101;2026-06-16\|35.27\|2.20\|34.43\|35.74\|33.98\|166877;2026-06-17\|34.61\|-1.87\|34.90\|35.50\|34.38\|142442;2026-06-18\|34.45\|-0.46\|34.65\|35.49\|33.96\|126209;2026-06-22\|33.52\|-2.70\|33.80\|35.12\|32.51\|180622;2026-06-23\|32.40\|-3.34\|33.44\|33.80\|32.29\|150224;2026-06-24\|31.90\|-1.54\|32.20\|32.72\|31.43\|168005;2026-06-25\|31.61\|-0.91\|31.69\|32.13\|30.68\|224963;2026-06-26\|29.57\|-6.45\|31.87\|31.87\|29.57\|192771;2026-06-29\|32.53\|10.01\|31.50\|32.53\|31.35\|62284;2026-06-30\|35.78\|9.99\|33.88\|35.78\|31.42\|403843;2026-07-01\|37.05\|3.55\|36.42\|38.25\|35.99\|518327;2026-07-02\|35.80\|-3.37\|35.22\|37.05\|35.22\|357565;2026-07-03\|36.81\|2.82\|35.80\|37.20\|35.41\|342112;2026-07-06\|34.28\|-6.87\|37.11\|37.18\|33.74\|336647;2026-07-07\|33.04\|-3.62\|34.17\|34.58\|32.36\|256099;2026-07-08\|32.12\|-2.78\|33.03\|33.27\|31.55\|191572;2026-07-09\|32.69\|1.77\|32.13\|32.72\|30.97\|182393;2026-07-10\|34.11\|4.34\|32.53\|35.96\|32.30\|364337;2026-07-13\|30.70\|-10.00\|33.55\|33.60\|30.70\|232120
112648	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	参股蓝箭航天+创投+山东国资 1、据蓝箭航天2026年6月29日招股说明书，其科创板IPO审核状态已恢复为“已问询”；据鲁信创投2025年年度报告，公司参股基金成都鲁信贰期等合计持有蓝箭航天0.89%股权。 2、据2025年年度报告及2026年5月27日机构调研，公司主营业务为创业投资，聚焦新一代信息技术、高端装备制造及航空航天等战略性新兴产业，目前已投专精特新企业123家。 3、据2025年年度报告，公司控股股东为山东省鲁信投资控股集团有限公司，最终控制人为山东省人民政府。	公司参股基金成都鲁信菁蓉贰期创业投资中心（有限合伙）等3个投资主体合计持有蓝箭航天空间科技股份有限公司0.89%股权	2026-03-04\|21.83\|-0.27\|21.30\|22.32\|21.30\|171415;2026-03-05\|22.14\|1.42\|22.22\|22.33\|21.93\|136599;2026-03-06\|22.33\|0.86\|22.00\|22.75\|21.92\|115688;2026-03-09\|22.36\|0.13\|21.89\|22.39\|21.65\|140072;2026-03-10\|22.56\|0.89\|22.46\|22.90\|22.34\|110513;2026-03-11\|23.35\|3.50\|22.64\|24.00\|22.50\|474585;2026-03-12\|22.52\|-3.55\|23.00\|23.15\|22.22\|355356;2026-03-13\|21.57\|-4.22\|22.32\|22.48\|21.49\|217785;2026-03-16\|21.54\|-0.14\|21.84\|22.18\|21.15\|151919;2026-03-17\|21.09\|-2.09\|21.53\|21.85\|21.03\|118997;2026-03-18\|21.91\|3.89\|21.10\|22.22\|20.88\|215639;2026-03-19\|21.42\|-2.24\|21.85\|22.09\|21.35\|166666;2026-03-20\|20.59\|-3.87\|21.68\|21.75\|20.33\|152925;2026-03-23\|19.66\|-4.52\|20.25\|20.58\|19.48\|162576;2026-03-24\|20.06\|2.03\|20.07\|20.17\|19.40\|126339;2026-03-25\|20.30\|1.20\|20.10\|20.60\|20.10\|96883;2026-03-26\|20.20\|-0.49\|20.40\|20.51\|19.98\|98450;2026-03-27\|20.67\|2.33\|19.80\|21.02\|19.77\|134842;2026-03-30\|21.07\|1.94\|20.51\|21.25\|20.38\|124797;2026-03-31\|21.07\|0.00\|21.00\|21.85\|20.91\|172821;2026-04-01\|20.70\|-1.76\|21.27\|21.55\|20.48\|143941;2026-04-02\|20.31\|-1.88\|20.58\|20.76\|20.19\|81106;2026-04-03\|20.07\|-1.18\|20.43\|20.73\|19.80\|87835;2026-04-07\|20.03\|-0.20\|20.32\|20.32\|19.86\|60960;2026-04-08\|21.28\|6.24\|20.43\|21.38\|20.38\|153764;2026-04-09\|20.80\|-2.26\|20.99\|21.20\|20.67\|148130;2026-04-10\|20.56\|-1.15\|20.92\|21.16\|20.52\|135632;2026-04-13\|20.35\|-1.02\|21.02\|21.20\|20.24\|146951;2026-04-14\|20.89\|2.65\|20.41\|20.92\|20.24\|159345;2026-04-15\|20.68\|-1.01\|21.09\|21.34\|20.65\|129084;2026-04-16\|20.80\|0.58\|20.66\|20.89\|20.53\|106266;2026-04-17\|21.33\|2.55\|20.68\|21.64\|20.62\|195781;2026-04-20\|21.69\|1.69\|21.26\|21.82\|21.20\|178946;2026-04-21\|21.56\|-0.60\|21.52\|21.78\|21.35\|117454;2026-04-22\|21.48\|-0.37\|21.40\|21.59\|21.22\|99109;2026-04-23\|21.68\|0.93\|21.43\|22.96\|20.98\|347007;2026-04-24\|22.64\|4.43\|21.88\|23.85\|21.69\|674148;2026-04-27\|22.06\|-2.56\|22.53\|23.32\|21.90\|455349;2026-04-28\|21.00\|-4.81\|21.60\|21.94\|20.37\|376813;2026-04-29\|20.75\|-1.19\|20.80\|21.25\|20.50\|233608;2026-04-30\|21.73\|4.72\|20.69\|22.20\|20.69\|381813;2026-05-06\|21.93\|0.92\|21.70\|22.27\|21.68\|251186;2026-05-07\|22.58\|2.96\|22.09\|22.98\|21.82\|269885;2026-05-08\|24.84\|10.01\|23.03\|24.84\|22.90\|309537;2026-05-11\|24.33\|-2.05\|25.79\|26.30\|23.95\|725466;2026-05-12\|24.13\|-0.82\|24.49\|25.38\|24.01\|449759;2026-05-13\|23.48\|-2.69\|23.82\|23.95\|23.02\|405268;2026-05-14\|21.76\|-7.33\|23.57\|23.60\|21.76\|370684;2026-05-15\|20.87\|-4.09\|21.56\|21.75\|20.70\|287244;2026-05-18\|22.06\|5.70\|20.55\|22.96\|20.52\|457141;2026-05-19\|22.14\|0.36\|22.32\|23.49\|21.88\|388401;2026-05-20\|23.47\|6.01\|22.02\|23.85\|21.41\|484242;2026-05-21\|23.79\|1.36\|23.24\|25.56\|23.15\|645315;2026-05-22\|24.41\|2.61\|24.00\|24.57\|23.55\|358079;2026-05-25\|23.96\|-1.84\|24.04\|24.96\|23.65\|368179;2026-05-26\|23.88\|-0.33\|23.68\|24.17\|23.26\|256272;2026-05-27\|21.49\|-10.01\|23.65\|24.05\|21.49\|343939;2026-05-28\|22.39\|4.19\|21.33\|23.02\|21.12\|338068;2026-05-29\|21.08\|-5.85\|22.47\|22.57\|20.90\|286993;2026-06-01\|20.92\|-0.76\|20.82\|21.66\|20.68\|171350;2026-06-02\|21.40\|2.29\|21.10\|22.20\|20.82\|286571;2026-06-03\|23.29\|8.83\|21.43\|23.54\|21.28\|625400;2026-06-04\|24.14\|3.65\|23.25\|24.45\|23.13\|437467;2026-06-05\|23.59\|-2.28\|24.01\|24.76\|23.40\|432352;2026-06-08\|22.47\|-4.75\|22.83\|24.10\|22.15\|256947;2026-06-09\|23.10\|2.80\|22.92\|23.34\|21.98\|260788;2026-06-10\|22.35\|-3.25\|22.80\|23.34\|21.78\|283141;2026-06-11\|21.95\|-1.79\|22.13\|22.45\|21.61\|192199;2026-06-12\|21.31\|-2.92\|22.18\|23.55\|21.30\|354356;2026-06-15\|21.78\|2.21\|20.89\|21.85\|20.70\|249845;2026-06-16\|20.85\|-4.27\|22.50\|22.80\|20.71\|369889;2026-06-17\|19.93\|-4.41\|20.70\|21.39\|19.70\|288934;2026-06-18\|21.13\|6.02\|19.86\|21.92\|19.45\|568327;2026-06-22\|21.39\|1.23\|21.50\|21.64\|20.25\|420258;2026-06-23\|20.41\|-4.58\|21.02\|21.39\|20.41\|261346;2026-06-24\|20.12\|-1.42\|20.27\|20.63\|19.15\|269011;2026-06-25\|18.88\|-6.16\|20.00\|20.29\|18.34\|326132;2026-06-26\|19.80\|5.21\|18.67\|20.48\|18.15\|374375;2026-06-29\|18.11\|-8.54\|19.39\|19.55\|17.86\|289767;2026-06-30\|19.92\|9.99\|19.89\|19.92\|19.41\|163715;2026-07-01\|21.91\|9.99\|20.20\|21.91\|20.10\|489079;2026-07-02\|21.35\|-2.56\|22.36\|22.97\|21.33\|545973;2026-07-03\|22.28\|4.36\|21.53\|23.49\|21.53\|616798;2026-07-06\|20.05\|-10.01\|22.04\|22.37\|20.05\|448591;2026-07-07\|19.04\|-5.04\|20.05\|20.20\|18.90\|246884;2026-07-08\|19.55\|2.68\|19.12\|20.09\|18.18\|542382;2026-07-09\|19.37\|-0.92\|19.36\|20.41\|18.25\|392368;2026-07-10\|19.95\|2.99\|18.95\|21.18\|18.65\|434518;2026-07-13\|17.96\|-9.97\|19.48\|19.50\|17.96\|256650
112647	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	商业航天+相控阵T/R芯片+摘帽行业原因：国内两大头部商业火箭企业蓝箭航天、中科宇航正同步冲刺科创板，同台竞逐A股“商业航天第一股”，上交所此前出台专项上市指引，允许商业火箭企业适用科创板第五套上市标准，打开行业资本化通道。公司原因： 1、据2026年6月24日互动易，公司在卫星通信领域领先推出星载和地面用卫星通信T/R芯片全套解决方案，产品已进入量产阶段并持续交付中。 2、据2025年年度报告，公司主营业务为微波毫米波相控阵T/R芯片的研发、生产、销售和技术服务，是国内少数能够提供完整T/R芯片解决方案及宇航级芯片研发、测试及生产的企业之一。 3、据2026年6月30日公告及历史公告，公司股票自2026年5月20日起撤销退市风险警示，证券简称由“*ST铖昌”恢复为“铖昌科技”。	公司主营微波毫米波模拟相控阵T/R芯片	2026-03-04\|123.64\|-5.00\|123.64\|125.75\|123.64\|67810;2026-03-05\|124.22\|0.47\|126.50\|126.50\|120.00\|70828;2026-03-06\|120.39\|-3.08\|123.50\|125.30\|119.90\|57508;2026-03-09\|115.42\|-4.13\|115.11\|116.59\|114.37\|60624;2026-03-10\|121.19\|5.00\|118.20\|121.19\|117.51\|55686;2026-03-11\|123.39\|1.82\|123.66\|126.44\|121.08\|57777;2026-03-12\|117.80\|-4.53\|122.00\|124.90\|117.22\|62423;2026-03-13\|111.91\|-5.00\|117.00\|118.50\|111.91\|64647;2026-03-16\|107.96\|-3.53\|110.16\|111.45\|106.31\|62423;2026-03-17\|106.53\|-1.32\|110.13\|112.99\|105.60\|47459;2026-03-18\|111.86\|5.00\|107.49\|111.86\|105.50\|58460;2026-03-19\|113.76\|1.70\|108.65\|117.33\|108.52\|85444;2026-03-20\|108.07\|-5.00\|115.50\|116.26\|108.07\|69605;2026-03-23\|102.67\|-5.00\|103.97\|107.25\|102.67\|54331;2026-03-24\|100.33\|-2.28\|104.23\|105.00\|97.54\|77425;2026-03-25\|101.16\|0.83\|102.02\|104.25\|99.60\|52465;2026-03-26\|106.22\|5.00\|103.35\|106.22\|99.86\|95590;2026-03-27\|103.80\|-2.28\|105.00\|106.28\|102.70\|62979;2026-03-30\|108.99\|5.00\|101.00\|108.99\|100.80\|52182;2026-03-31\|112.50\|3.22\|112.43\|114.44\|111.68\|94045;2026-04-01\|116.24\|3.32\|114.20\|116.83\|112.99\|76182;2026-04-02\|113.51\|-2.35\|114.10\|120.50\|112.43\|76980;2026-04-03\|113.58\|0.06\|116.06\|117.39\|109.00\|67447;2026-04-07\|110.41\|-2.79\|112.00\|113.97\|109.54\|43757;2026-04-08\|115.93\|5.00\|113.99\|115.93\|113.66\|21394;2026-04-09\|121.73\|5.00\|120.58\|121.73\|117.71\|89310;2026-04-10\|122.98\|1.03\|123.00\|127.78\|122.00\|70271;2026-04-13\|129.13\|5.00\|121.02\|129.13\|121.02\|62266;2026-04-14\|135.59\|5.00\|132.10\|135.59\|132.10\|43572;2026-04-15\|142.37\|5.00\|142.37\|142.37\|142.33\|25265;2026-04-16\|141.04\|-0.93\|144.92\|148.90\|139.22\|135748;2026-04-17\|136.00\|-3.57\|140.88\|146.00\|135.00\|118444;2026-04-20\|142.80\|5.00\|136.11\|142.80\|136.11\|50054;2026-04-21\|147.00\|2.94\|149.78\|149.78\|142.00\|97140;2026-04-22\|154.35\|5.00\|143.98\|154.35\|142.80\|76202;2026-04-23\|159.30\|3.21\|156.48\|160.98\|155.00\|78702;2026-04-24\|154.00\|-3.33\|158.00\|160.00\|151.50\|72318;2026-04-27\|148.10\|-3.83\|153.81\|153.90\|146.33\|74213;2026-04-28\|140.70\|-5.00\|150.18\|150.40\|140.70\|65691;2026-04-29\|133.67\|-5.00\|133.68\|135.80\|133.67\|62289;2026-04-30\|140.35\|5.00\|133.67\|140.35\|132.00\|58018;2026-05-06\|145.60\|3.74\|145.00\|147.37\|143.12\|83462;2026-05-07\|152.88\|5.00\|146.00\|152.88\|144.88\|67095;2026-05-08\|156.77\|2.54\|153.00\|160.42\|152.88\|72335;2026-05-11\|164.20\|4.74\|156.80\|164.61\|154.90\|83571;2026-05-12\|155.99\|-5.00\|158.10\|160.80\|155.99\|80604;2026-05-13\|155.60\|-0.25\|152.00\|158.00\|150.30\|73314;2026-05-14\|147.82\|-5.00\|153.58\|155.00\|147.82\|81631;2026-05-15\|145.00\|-1.91\|148.61\|150.49\|141.00\|70638;2026-05-18\|142.65\|-1.62\|143.00\|148.87\|141.80\|63253;2026-05-20\|137.96\|-3.29\|145.21\|153.00\|137.80\|155249;2026-05-21\|146.50\|6.19\|136.77\|151.76\|136.77\|205867;2026-05-22\|143.40\|-2.12\|144.06\|144.36\|136.20\|166290;2026-05-25\|143.49\|0.06\|145.00\|148.48\|136.58\|161208;2026-05-26\|143.55\|0.04\|140.21\|145.00\|134.07\|132430;2026-05-27\|154.03\|7.45\|146.07\|157.69\|146.07\|182118;2026-05-28\|162.00\|5.17\|156.81\|166.18\|153.81\|160106;2026-05-29\|145.80\|-10.00\|158.00\|160.55\|145.80\|147969;2026-06-01\|131.55\|-9.77\|141.13\|144.00\|131.22\|114917;2026-06-02\|126.23\|-4.04\|133.63\|134.49\|123.45\|113054;2026-06-03\|136.90\|8.45\|127.45\|138.85\|127.40\|155597;2026-06-04\|136.79\|-0.08\|135.00\|139.10\|133.80\|90919;2026-06-05\|137.61\|0.60\|140.09\|142.39\|134.16\|122945;2026-06-08\|132.61\|-3.63\|128.01\|140.75\|128.01\|91000;2026-06-09\|136.75\|3.12\|135.12\|138.47\|128.61\|88196;2026-06-10\|129.40\|-5.37\|135.02\|138.30\|127.77\|73676;2026-06-11\|129.42\|0.02\|128.14\|132.15\|124.03\|74045;2026-06-12\|125.65\|-2.91\|134.35\|134.49\|125.43\|74590;2026-06-15\|125.00\|-0.52\|124.00\|127.95\|120.50\|80135;2026-06-16\|121.84\|-2.53\|127.00\|128.50\|120.43\|100001;2026-06-17\|127.78\|4.88\|121.22\|132.00\|121.00\|120551;2026-06-18\|134.28\|5.09\|125.37\|137.65\|125.29\|112344;2026-06-22\|128.28\|-4.47\|134.31\|135.79\|126.60\|102296;2026-06-23\|122.40\|-4.58\|125.07\|126.35\|120.55\|86659;2026-06-24\|124.56\|1.76\|121.00\|126.36\|117.66\|80114;2026-06-25\|126.75\|1.76\|122.33\|128.89\|120.50\|110457;2026-06-26\|139.43\|10.00\|124.24\|139.43\|121.51\|149995;2026-06-29\|153.31\|9.95\|143.99\|153.37\|142.21\|189220;2026-06-30\|155.99\|1.75\|155.00\|157.02\|149.58\|147411;2026-07-01\|159.00\|1.93\|155.96\|163.01\|152.00\|145675;2026-07-02\|148.47\|-6.62\|156.00\|163.79\|148.03\|137002;2026-07-03\|163.32\|10.00\|150.84\|163.32\|150.84\|46416;2026-07-06\|159.39\|-2.41\|177.00\|179.65\|158.00\|242284;2026-07-07\|165.60\|3.90\|160.33\|172.88\|158.88\|192935;2026-07-08\|151.33\|-8.62\|163.25\|167.80\|151.33\|172204;2026-07-09\|164.22\|8.52\|155.90\|166.46\|146.85\|160670;2026-07-10\|166.30\|1.27\|161.27\|180.64\|158.20\|226139;2026-07-13\|149.67\|-10.00\|165.11\|165.11\|149.67\|179943
112646	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	安全芯片+卫星通信+央企行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年4月23日年报，公司是国内最早从事安全芯片设计的企业之一，二代身份证芯片、社保卡芯片、金融支付芯片等产品已广泛应用，与金融、社保、政府等行业客户形成良好合作关系。 2、据2026年5月25日投资者关系活动记录表，公司将持续聚焦专用卫星通信等方向，推进“低轨+5G+自组网”空天地一体化能力提升；据2025年9月23日业绩说明会，公司前瞻布局低轨卫星通信领域，产品涵盖终端设备、相控阵天线、安全芯片等，成功切入卫星通信市场。 3、据2026年4月23日年报，公司控股股东为中国信息通信科技集团有限公司，最终控制人为国务院国有资产监督管理委员会。	中国信息通信科技集团旗下，聚焦集成电路设计和特种通信领域；公司已布局低轨卫星通信领域，产品包括卫星通信终端、相控阵天线，成功进入卫星通信市场	2026-03-04\|8.90\|0.00\|8.81\|9.05\|8.75\|224139;2026-03-05\|9.16\|2.92\|9.06\|9.27\|9.05\|225903;2026-03-06\|9.14\|-0.22\|9.11\|9.22\|9.08\|131079;2026-03-09\|9.10\|-0.44\|9.00\|9.15\|8.82\|219715;2026-03-10\|9.23\|1.43\|9.21\|9.27\|9.12\|150588;2026-03-11\|9.14\|-0.98\|9.23\|9.48\|9.12\|236909;2026-03-12\|8.97\|-1.86\|9.07\|9.18\|8.92\|174607;2026-03-13\|8.78\|-2.12\|8.96\|8.97\|8.77\|167415;2026-03-16\|8.85\|0.80\|8.78\|8.85\|8.66\|138437;2026-03-17\|8.65\|-2.26\|8.88\|8.91\|8.61\|132147;2026-03-18\|8.72\|0.81\|8.64\|8.73\|8.50\|152565;2026-03-19\|8.55\|-1.95\|8.60\|8.69\|8.52\|122661;2026-03-20\|8.28\|-3.16\|8.53\|8.69\|8.28\|161136;2026-03-23\|7.83\|-5.43\|8.10\|8.23\|7.77\|242462;2026-03-24\|8.15\|4.09\|7.97\|8.17\|7.91\|199471;2026-03-25\|8.25\|1.23\|8.18\|8.30\|8.17\|155118;2026-03-26\|8.05\|-2.42\|8.25\|8.29\|8.04\|119722;2026-03-27\|8.22\|2.11\|7.97\|8.39\|7.95\|187450;2026-03-30\|8.27\|0.61\|8.10\|8.28\|8.07\|125871;2026-03-31\|8.23\|-0.48\|8.27\|8.41\|8.23\|129967;2026-04-01\|8.29\|0.73\|8.38\|8.42\|8.23\|110712;2026-04-02\|8.15\|-1.69\|8.23\|8.32\|8.06\|94014;2026-04-03\|8.06\|-1.10\|8.16\|8.24\|8.02\|96013;2026-04-07\|8.23\|2.11\|8.06\|8.27\|8.05\|121652;2026-04-08\|8.45\|2.67\|8.37\|8.45\|8.33\|160928;2026-04-09\|8.38\|-0.83\|8.40\|8.40\|8.32\|114344;2026-04-10\|8.35\|-0.36\|8.40\|8.50\|8.34\|125488;2026-04-13\|8.32\|-0.36\|8.29\|8.34\|8.25\|86252;2026-04-14\|8.42\|1.20\|8.40\|8.45\|8.33\|115434;2026-04-15\|8.28\|-1.66\|8.48\|8.50\|8.26\|116194;2026-04-16\|8.47\|2.29\|8.26\|8.53\|8.26\|163966;2026-04-17\|8.50\|0.35\|8.45\|8.54\|8.42\|124957;2026-04-20\|8.61\|1.29\|8.45\|8.63\|8.45\|132555;2026-04-21\|8.41\|-2.32\|8.55\|8.56\|8.34\|170501;2026-04-22\|8.48\|0.83\|8.35\|8.52\|8.35\|134666;2026-04-23\|8.12\|-4.25\|8.40\|8.47\|8.09\|264724;2026-04-24\|8.15\|0.37\|8.08\|8.26\|8.05\|171908;2026-04-27\|8.24\|1.10\|8.06\|8.26\|7.98\|173745;2026-04-28\|7.94\|-3.64\|8.10\|8.17\|7.89\|225621;2026-04-29\|8.47\|6.68\|7.88\|8.70\|7.87\|479136;2026-04-30\|8.40\|-0.83\|8.28\|8.48\|8.21\|332948;2026-05-06\|8.56\|1.90\|8.67\|8.67\|8.50\|340667;2026-05-07\|8.69\|1.52\|8.57\|8.75\|8.55\|248020;2026-05-08\|8.84\|1.73\|8.68\|8.85\|8.55\|263087;2026-05-11\|9.72\|9.95\|8.91\|9.72\|8.91\|670520;2026-05-12\|10.10\|3.91\|10.09\|10.69\|9.98\|2102738;2026-05-13\|10.16\|0.59\|9.76\|10.36\|9.75\|1480631;2026-05-14\|9.50\|-6.50\|10.11\|10.21\|9.49\|1044020;2026-05-15\|9.31\|-2.00\|9.37\|9.92\|9.21\|771263;2026-05-18\|9.29\|-0.21\|9.24\|9.54\|9.13\|517788;2026-05-19\|9.37\|0.86\|9.29\|9.62\|9.08\|549553;2026-05-20\|9.11\|-2.77\|9.20\|9.34\|9.06\|433765;2026-05-21\|8.64\|-5.16\|9.15\|9.28\|8.61\|618447;2026-05-22\|8.78\|1.62\|8.67\|8.82\|8.61\|369524;2026-05-25\|8.95\|1.94\|8.82\|8.98\|8.78\|358314;2026-05-26\|8.56\|-4.36\|8.89\|8.89\|8.41\|357957;2026-05-27\|8.22\|-3.97\|8.52\|8.57\|8.16\|296405;2026-05-28\|8.37\|1.82\|8.22\|8.45\|8.06\|294278;2026-05-29\|8.00\|-4.42\|8.37\|8.38\|7.95\|321069;2026-06-01\|8.05\|0.62\|8.00\|8.20\|7.92\|223855;2026-06-02\|8.05\|0.00\|8.07\|8.25\|7.81\|322640;2026-06-03\|8.86\|10.06\|8.17\|8.86\|8.14\|319776;2026-06-04\|9.25\|4.40\|8.87\|9.25\|8.84\|1129465;2026-06-05\|8.97\|-3.03\|8.94\|9.20\|8.71\|693088;2026-06-08\|8.49\|-5.35\|8.61\|8.94\|8.36\|537774;2026-06-09\|9.34\|10.01\|8.54\|9.34\|8.50\|269843;2026-06-10\|9.30\|-0.43\|9.67\|9.70\|9.22\|991793;2026-06-11\|9.41\|1.18\|9.16\|9.61\|9.07\|782339;2026-06-12\|9.19\|-2.34\|9.53\|9.60\|9.15\|608623;2026-06-15\|9.37\|1.96\|9.11\|9.46\|9.01\|593097;2026-06-16\|9.63\|2.77\|9.30\|10.01\|9.15\|773546;2026-06-17\|9.26\|-3.84\|9.38\|9.39\|9.20\|529155;2026-06-18\|9.01\|-2.70\|9.10\|9.35\|8.91\|438000;2026-06-22\|9.08\|0.78\|8.80\|9.10\|8.56\|517818;2026-06-23\|9.31\|2.53\|8.98\|9.58\|8.88\|562223;2026-06-24\|9.08\|-2.47\|9.19\|9.48\|8.90\|421257;2026-06-25\|9.57\|5.40\|9.08\|9.58\|9.00\|750182;2026-06-26\|9.75\|1.88\|9.45\|9.80\|9.31\|812922;2026-06-29\|9.24\|-5.23\|9.63\|9.77\|8.99\|609982;2026-06-30\|9.65\|4.44\|9.08\|9.70\|8.80\|647008;2026-07-01\|9.66\|0.10\|9.53\|9.86\|9.48\|628603;2026-07-02\|9.44\|-2.28\|9.37\|9.93\|9.20\|609643;2026-07-03\|9.07\|-3.92\|9.35\|9.66\|9.07\|548107;2026-07-06\|8.38\|-7.61\|9.00\|9.07\|8.37\|505593;2026-07-07\|8.48\|1.19\|8.30\|8.53\|8.18\|280583;2026-07-08\|8.10\|-4.48\|8.40\|8.42\|8.04\|287066;2026-07-09\|8.45\|4.32\|8.20\|8.47\|8.00\|315638;2026-07-10\|8.40\|-0.59\|8.38\|8.75\|8.33\|359544;2026-07-13\|8.08\|-3.81\|8.41\|8.48\|8.07\|258239
112645	SpaceX向SEC提交S-1注册声明，将在纳斯达克上市	光纤概念+商业航天+央企行业原因：据券商中国援引报道，北京时间6月3日，多位知情人士透露，马斯克的火箭与卫星公司SpaceX计划在其规模庞大的首次公开募股（IPO）中目标估值达到1.75万亿美元，此次IPO将完全由新发行的股票构成。公司原因： 1、据2025年12月15日互动易，公司已与客户签订了关于星间激光通信核心部件光纤放大器和捕跟相机的销售合同，其中光纤放大器在甲方众多供应商集中比测中各指标均名列前茅。 2、据2026年4月16日投资者关系活动记录表，公司聚焦商业航天、低空经济、星网等高新产业领域，瞄准商业航天抢占星网通信配套设备份额，并发展民用反无人机装备配套设备；据2026年5月29日互动易，公司在深圳无人机大会重点展示了低空红外预警系统等产品，已有部分潜在客户正在就具体应用需求进行接洽和商务沟通。 3、公司控股股东为华中光电技术研究所，实际控制人为国务院国有资产监督管理委员会，是国内同时具备红外热像仪、激光测照器、光学星体跟踪器研发生产能力的企业。	公司星体跟踪器已广泛应用于卫星等航天器，并为中国星网配套星载光纤放大器、短波红外相机等核心模块	2026-03-04\|66.94\|-2.38\|66.00\|69.45\|63.88\|53404;2026-03-05\|66.37\|-0.85\|68.00\|68.56\|64.95\|56174;2026-03-06\|66.80\|0.65\|65.50\|68.25\|65.35\|42765;2026-03-09\|64.35\|-3.67\|65.72\|65.72\|62.75\|56141;2026-03-10\|66.02\|2.60\|65.04\|66.99\|64.73\|44342;2026-03-11\|63.99\|-3.07\|66.00\|66.72\|63.89\|48442;2026-03-12\|62.44\|-2.42\|64.00\|64.00\|61.72\|48518;2026-03-13\|60.86\|-2.53\|62.00\|62.55\|60.81\|37920;2026-03-16\|61.80\|1.54\|61.59\|62.23\|60.66\|34299;2026-03-17\|60.16\|-2.65\|61.89\|62.47\|60.01\|33535;2026-03-18\|62.53\|3.94\|60.37\|62.54\|60.21\|43462;2026-03-19\|60.94\|-2.54\|61.73\|63.00\|60.51\|35870;2026-03-20\|59.36\|-2.59\|61.34\|61.66\|59.36\|30414;2026-03-23\|56.10\|-5.49\|57.39\|59.29\|55.69\|44312;2026-03-24\|58.60\|4.46\|57.21\|58.68\|56.63\|41408;2026-03-25\|59.46\|1.47\|58.63\|59.78\|58.63\|29592;2026-03-26\|59.51\|0.08\|59.47\|60.09\|58.09\|38214;2026-03-27\|58.37\|-1.92\|58.15\|58.87\|57.21\|44876;2026-03-30\|59.73\|2.33\|57.10\|60.20\|57.10\|41816;2026-03-31\|59.56\|-0.28\|59.46\|61.90\|59.18\|45102;2026-04-01\|59.02\|-0.91\|60.70\|61.80\|58.42\|38735;2026-04-02\|57.97\|-1.78\|59.01\|60.18\|57.52\|32682;2026-04-03\|56.88\|-1.88\|58.51\|58.75\|56.60\|24631;2026-04-07\|56.70\|-0.32\|57.24\|57.50\|56.35\|23960;2026-04-08\|59.70\|5.29\|58.01\|59.79\|57.90\|37941;2026-04-09\|60.43\|1.22\|59.18\|60.96\|58.70\|47888;2026-04-10\|60.13\|-0.50\|60.76\|62.07\|60.09\|54959;2026-04-13\|59.72\|-0.68\|59.94\|60.49\|59.14\|36760;2026-04-14\|61.78\|3.45\|60.21\|61.85\|59.41\|60394;2026-04-15\|61.03\|-1.21\|62.30\|63.37\|60.77\|59479;2026-04-16\|61.01\|-0.03\|61.04\|62.00\|59.84\|38800;2026-04-17\|62.14\|1.85\|60.75\|62.66\|60.08\|45038;2026-04-20\|63.94\|2.90\|62.45\|64.46\|61.81\|76970;2026-04-21\|63.13\|-1.27\|63.20\|64.78\|62.34\|62470;2026-04-22\|62.30\|-1.31\|62.04\|62.58\|61.18\|51963;2026-04-23\|60.81\|-2.39\|62.31\|62.98\|60.22\|51995;2026-04-24\|52.19\|-14.18\|55.69\|56.50\|51.08\|107814;2026-04-27\|51.61\|-1.11\|52.00\|52.20\|50.60\|49631;2026-04-28\|50.26\|-2.62\|51.27\|51.79\|49.87\|37754;2026-04-29\|49.95\|-0.62\|50.00\|50.41\|49.58\|33623;2026-04-30\|51.40\|2.90\|50.61\|51.70\|50.13\|41467;2026-05-06\|52.70\|2.53\|52.00\|54.70\|51.82\|49847;2026-05-07\|54.59\|3.59\|53.22\|54.89\|52.70\|47608;2026-05-08\|57.50\|5.33\|54.09\|58.17\|53.89\|55634;2026-05-11\|57.34\|-0.28\|58.60\|58.98\|57.00\|53906;2026-05-12\|55.63\|-2.98\|57.35\|57.76\|55.11\|38872;2026-05-13\|40.45\|1.89\|40.08\|41.09\|39.84\|58869;2026-05-14\|39.00\|-3.58\|40.86\|41.66\|38.95\|61599;2026-05-15\|38.69\|-0.79\|39.10\|40.66\|38.48\|52034;2026-05-18\|38.63\|-0.16\|38.58\|39.50\|38.00\|38914;2026-05-19\|38.59\|-0.10\|38.34\|38.95\|38.08\|36679;2026-05-20\|38.63\|0.10\|38.41\|38.91\|37.83\|34722;2026-05-21\|36.96\|-4.32\|38.92\|39.45\|36.88\|50256;2026-05-22\|37.60\|1.73\|37.66\|38.06\|36.96\|34593;2026-05-25\|37.15\|-1.20\|37.89\|38.37\|36.85\|35693;2026-05-26\|36.14\|-2.72\|36.92\|36.98\|35.51\|38967;2026-05-27\|34.47\|-4.62\|36.16\|36.48\|34.21\|40826;2026-05-28\|35.57\|3.19\|34.74\|35.87\|34.58\|42949;2026-05-29\|33.26\|-6.49\|35.63\|35.77\|33.12\|41754;2026-06-01\|33.79\|1.59\|33.69\|34.68\|33.50\|45100;2026-06-02\|32.95\|-2.49\|33.78\|33.92\|32.17\|35876;2026-06-03\|39.54\|20.00\|32.97\|39.54\|32.64\|90237;2026-06-04\|42.22\|6.78\|41.66\|43.36\|41.54\|263790;2026-06-05\|40.98\|-2.94\|41.80\|44.58\|40.85\|225024;2026-06-08\|37.93\|-7.44\|39.00\|41.10\|37.49\|168052;2026-06-09\|37.70\|-0.61\|38.77\|38.78\|36.89\|99178;2026-06-10\|38.47\|2.04\|37.77\|41.60\|37.43\|180813;2026-06-11\|35.90\|-6.68\|37.43\|37.70\|35.60\|127889;2026-06-12\|36.17\|0.75\|36.34\|39.18\|35.87\|110586;2026-06-15\|36.90\|2.02\|36.00\|36.98\|35.22\|80988;2026-06-16\|36.97\|0.19\|37.00\|37.88\|36.24\|84532;2026-06-17\|36.53\|-1.19\|36.32\|37.55\|35.90\|74046;2026-06-18\|36.26\|-0.74\|36.03\|37.20\|35.34\|73694;2026-06-22\|35.23\|-2.84\|35.90\|36.44\|33.79\|88347;2026-06-23\|34.00\|-3.49\|34.61\|35.48\|33.73\|52214;2026-06-24\|33.73\|-0.79\|34.01\|34.21\|32.63\|49876;2026-06-25\|33.11\|-1.84\|33.50\|34.80\|32.85\|59585;2026-06-26\|32.91\|-0.60\|32.78\|33.39\|31.67\|66168;2026-06-29\|31.59\|-4.01\|32.66\|32.70\|31.13\|62591;2026-06-30\|32.76\|3.70\|31.51\|33.10\|31.18\|61346;2026-07-01\|34.36\|4.88\|33.30\|36.50\|32.50\|98026;2026-07-02\|35.19\|2.42\|33.46\|36.98\|33.23\|136367;2026-07-03\|37.07\|5.34\|34.69\|38.20\|34.62\|158878;2026-07-06\|34.54\|-6.82\|36.87\|37.10\|34.32\|112898;2026-07-07\|33.00\|-4.46\|34.54\|35.60\|32.91\|76331;2026-07-08\|31.50\|-4.55\|33.08\|33.77\|31.50\|57363;2026-07-09\|32.14\|2.03\|32.30\|32.58\|30.32\|62372;2026-07-10\|33.41\|3.95\|32.00\|35.65\|31.60\|108333;2026-07-13\|29.29\|-12.33\|33.14\|33.18\|29.29\|92285
112644	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	PCB业务+半导体检测+人形机器人行业原因： 1、据财闻，业内消息人士透露，英伟达已与ODM合作伙伴敲定下一代AI芯片Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。 2、天风证券指出，英伟达全新架构发布带动PCB用量增长2-3倍、价值量提升4-5倍。公司原因： 1、据2026年4月25日年报，公司具身智能方案2025年新签2.26亿元，同比增70.95%，人形机器人大脑域控制器已获智元、银河通用、傅里叶等主流厂商批量订单。 2、据2026年4月25日年报，公司PCB业务2025年AOI检测设备订单同比增74.40%，高端LDI、激光钻孔装备批量交付东山精密、沪电股份等头部客户。 3、据2026年3月28日公告，公司拟10亿元投建苏州高端视觉装备产业化项目，用于具身智能及PCB、半导体检测装备规模化扩产。	公司人形机器人大脑控制器已获得多个知名客户订单，并有更多客户正在验证中	2026-03-04\|65.88\|-3.54\|66.71\|68.83\|65.50\|32357;2026-03-05\|63.00\|-4.37\|67.03\|68.50\|62.35\|73456;2026-03-06\|62.01\|-1.57\|63.00\|64.09\|61.88\|41171;2026-03-09\|59.80\|-3.56\|61.00\|61.00\|58.45\|39483;2026-03-10\|62.31\|4.20\|60.68\|62.56\|60.07\|35653;2026-03-11\|61.07\|-1.99\|62.55\|62.82\|60.92\|26337;2026-03-12\|60.34\|-1.20\|60.77\|61.22\|59.60\|17461;2026-03-13\|58.59\|-2.90\|59.67\|60.50\|58.59\|17599;2026-03-16\|59.28\|1.18\|58.65\|59.40\|57.14\|19212;2026-03-17\|57.12\|-3.64\|59.59\|59.78\|57.08\|15522;2026-03-18\|58.90\|3.12\|57.36\|59.13\|57.05\|18752;2026-03-19\|57.90\|-1.70\|58.00\|59.55\|57.28\|25043;2026-03-20\|59.18\|2.21\|58.70\|60.58\|57.27\|43991;2026-03-23\|54.03\|-8.70\|57.01\|58.94\|53.47\|47700;2026-03-24\|57.39\|6.22\|55.39\|57.57\|54.15\|50410;2026-03-25\|59.19\|3.14\|57.49\|60.30\|57.01\|39549;2026-03-26\|58.34\|-1.44\|59.30\|59.79\|57.63\|20581;2026-03-27\|59.78\|2.47\|57.58\|60.50\|56.98\|30820;2026-03-30\|60.65\|1.46\|58.97\|61.14\|58.43\|24300;2026-03-31\|58.23\|-3.99\|60.54\|60.60\|58.01\|18139;2026-04-01\|60.16\|3.31\|59.20\|60.61\|59.01\|21371;2026-04-02\|58.01\|-3.57\|59.80\|60.15\|57.22\|14958;2026-04-03\|61.41\|5.86\|58.09\|63.50\|56.85\|50493;2026-04-07\|64.35\|4.79\|61.51\|66.36\|61.00\|49779;2026-04-08\|69.08\|7.35\|66.02\|71.90\|65.35\|82517;2026-04-09\|69.82\|1.07\|68.30\|70.66\|67.18\|58309;2026-04-10\|68.51\|-1.88\|69.99\|72.18\|68.51\|42167;2026-04-13\|68.48\|-0.04\|67.67\|70.50\|67.67\|32416;2026-04-14\|69.85\|2.00\|68.45\|70.60\|68.45\|26405;2026-04-15\|69.20\|-0.93\|70.40\|71.68\|68.80\|27506;2026-04-16\|71.93\|3.95\|72.48\|76.00\|70.59\|57152;2026-04-17\|73.87\|2.70\|71.92\|75.33\|70.69\|35087;2026-04-20\|71.94\|-2.61\|73.87\|73.87\|70.69\|40281;2026-04-21\|71.36\|-0.81\|70.61\|72.46\|70.61\|18825;2026-04-22\|72.09\|1.02\|70.60\|72.77\|70.60\|26199;2026-04-23\|68.73\|-4.66\|71.29\|72.13\|67.60\|45600;2026-04-24\|69.04\|0.45\|68.45\|69.98\|68.32\|28618;2026-04-27\|71.65\|3.78\|71.50\|74.55\|70.90\|49682;2026-04-28\|70.30\|-1.88\|71.00\|72.50\|69.50\|26652;2026-04-29\|69.80\|-0.71\|69.92\|70.90\|68.83\|26978;2026-04-30\|72.08\|3.27\|70.70\|72.89\|69.51\|42686;2026-05-06\|71.45\|-0.87\|72.39\|73.08\|70.67\|40764;2026-05-07\|80.17\|12.20\|74.48\|81.36\|71.99\|81581;2026-05-08\|77.88\|-2.86\|79.00\|79.87\|76.90\|45606;2026-05-11\|77.32\|-0.72\|78.32\|78.58\|75.76\|42053;2026-05-12\|77.62\|0.39\|77.08\|79.20\|74.81\|41998;2026-05-13\|93.14\|19.99\|76.17\|93.14\|76.03\|104225;2026-05-14\|90.63\|-2.69\|93.14\|96.99\|89.40\|102283;2026-05-15\|96.45\|6.42\|89.03\|98.99\|89.03\|122777;2026-05-18\|103.90\|7.72\|100.00\|109.44\|100.00\|143939;2026-05-19\|103.31\|-0.57\|104.42\|105.20\|99.66\|86519;2026-05-20\|100.29\|-2.92\|99.46\|103.11\|99.31\|79824;2026-05-21\|95.48\|-4.80\|99.67\|102.99\|94.81\|89379;2026-05-22\|104.30\|9.24\|96.25\|105.28\|96.25\|82916;2026-05-25\|101.32\|-2.86\|103.26\|103.91\|98.88\|76132;2026-05-26\|95.99\|-5.26\|98.81\|101.13\|95.10\|70771;2026-05-27\|104.90\|9.28\|94.05\|108.36\|94.05\|93861;2026-05-28\|112.31\|7.06\|105.00\|115.10\|100.96\|95788;2026-05-29\|101.96\|-9.22\|114.00\|117.74\|100.57\|85199;2026-06-01\|94.70\|-7.12\|102.11\|104.51\|94.00\|67310;2026-06-02\|97.81\|3.28\|95.90\|100.00\|95.38\|58786;2026-06-03\|111.31\|13.80\|100.74\|117.37\|99.03\|103258;2026-06-04\|107.90\|-3.06\|105.75\|114.43\|105.50\|76889;2026-06-05\|105.00\|-2.23\|105.63\|110.01\|102.88\|72229;2026-06-08\|110.38\|5.12\|99.06\|112.00\|97.22\|98842;2026-06-09\|101.30\|-8.23\|108.00\|109.94\|100.00\|122579;2026-06-10\|98.52\|-2.74\|96.20\|98.98\|92.30\|107313;2026-06-11\|95.57\|-2.99\|95.00\|100.50\|93.88\|74847;2026-06-12\|105.49\|10.38\|100.45\|114.60\|99.38\|140714;2026-06-15\|108.60\|2.95\|103.66\|109.00\|103.02\|105740;2026-06-16\|109.36\|0.70\|106.92\|110.89\|105.08\|89074;2026-06-17\|116.20\|6.25\|107.89\|117.44\|107.10\|118294;2026-06-18\|124.42\|7.07\|117.60\|128.88\|115.01\|125015;2026-06-22\|115.00\|-7.57\|124.00\|126.22\|108.00\|133672;2026-06-23\|112.55\|-2.13\|112.43\|114.30\|107.07\|68142;2026-06-24\|120.19\|6.79\|111.00\|120.43\|107.28\|81929;2026-06-25\|117.33\|-2.38\|123.00\|123.86\|112.55\|76524;2026-06-26\|127.92\|9.03\|114.00\|133.22\|114.00\|122486;2026-06-29\|120.92\|-5.47\|128.64\|133.22\|113.23\|115830;2026-06-30\|127.30\|5.28\|119.55\|128.01\|119.55\|78818;2026-07-01\|130.74\|2.70\|127.99\|138.00\|123.34\|111481;2026-07-02\|116.04\|-11.24\|121.52\|128.17\|113.88\|99262;2026-07-03\|110.90\|-4.43\|115.61\|116.85\|109.00\|71721;2026-07-06\|104.50\|-5.77\|111.55\|112.75\|104.00\|70565;2026-07-07\|98.97\|-5.29\|104.29\|104.44\|97.20\|68027;2026-07-08\|98.21\|-0.77\|99.34\|100.99\|95.39\|46053;2026-07-09\|102.87\|4.74\|99.90\|103.70\|95.33\|57483;2026-07-10\|96.49\|-6.20\|104.66\|106.69\|96.00\|62826;2026-07-13\|87.49\|-9.33\|95.80\|96.32\|86.88\|62307
112643	宇树科技科创板IPO过会；OpenAI官宣进军机器人赛道	涨停揭秘：液冷服务器铜材核心供应商+Optimus量产临近，铜热管/PEEK线双主线突破；涨停缘由：自主研发铜热管、液冷铜管已导入多家头部算力服务器厂商；PEEK线产品实现进口替代，获高端新能源汽车定点；Optimus机器人或于7月下旬投产，催化液冷及轻量化材料需求上行；资金逻辑：液冷服务器板块资金活跃，主力净流入明显，该股突破年线且MACD红柱扩大，趋势转强；风险提示：铜材业务毛利率偏低，下游议价能力受限；PEEK线量产进度及订单放量节奏存在不确定性	1、公司自主研发的铜热管、液冷铜管等产品已成功导入多家头部企业算力服务器产品中。 2、公司PEEK线产品目前已具备产品竞争优势及进口替代能力，已取得部分高端新能源汽车厂商的定点。	2026-03-04\|11.33\|-0.53\|11.17\|11.66\|11.10\|358744;2026-03-05\|11.30\|-0.26\|11.51\|11.56\|11.23\|340598;2026-03-06\|11.15\|-1.33\|11.23\|11.30\|10.98\|317105;2026-03-09\|10.65\|-4.48\|10.95\|10.95\|10.40\|527915;2026-03-10\|10.88\|2.16\|10.80\|10.92\|10.77\|280112;2026-03-11\|10.80\|-0.74\|10.91\|10.98\|10.72\|267621;2026-03-12\|10.80\|0.00\|10.76\|10.87\|10.65\|217533;2026-03-13\|10.53\|-2.50\|10.73\|10.82\|10.51\|252898;2026-03-16\|10.29\|-2.28\|10.41\|10.49\|10.20\|285189;2026-03-17\|10.16\|-1.26\|10.29\|10.43\|10.15\|207288;2026-03-18\|10.20\|0.39\|10.16\|10.24\|10.05\|175200;2026-03-19\|9.79\|-4.02\|10.02\|10.04\|9.76\|294100;2026-03-20\|9.76\|-0.31\|9.79\|9.89\|9.66\|220595;2026-03-23\|9.05\|-7.27\|9.55\|9.57\|9.01\|313788;2026-03-24\|9.46\|4.53\|9.28\|9.47\|9.07\|225181;2026-03-25\|9.60\|1.48\|9.60\|9.68\|9.54\|184814;2026-03-26\|9.68\|0.83\|9.61\|9.68\|9.54\|166998;2026-03-27\|9.77\|0.93\|9.55\|9.80\|9.51\|169450;2026-03-30\|9.86\|0.92\|9.61\|9.87\|9.60\|154020;2026-03-31\|10.29\|4.36\|10.14\|10.45\|10.03\|474556;2026-04-01\|10.11\|-1.75\|10.40\|10.42\|10.06\|338062;2026-04-02\|9.84\|-2.67\|10.07\|10.08\|9.75\|210299;2026-04-03\|9.73\|-1.12\|9.84\|9.92\|9.73\|125056;2026-04-07\|9.74\|0.10\|9.72\|9.84\|9.68\|100328;2026-04-08\|10.23\|5.03\|9.94\|10.23\|9.94\|284256;2026-04-09\|10.15\|-0.78\|10.18\|10.23\|10.05\|163961;2026-04-10\|10.16\|0.10\|10.19\|10.26\|10.16\|169389;2026-04-13\|10.26\|0.98\|10.17\|10.34\|10.15\|183891;2026-04-14\|10.37\|1.07\|10.35\|10.47\|10.25\|191448;2026-04-15\|10.33\|-0.39\|10.43\|10.53\|10.28\|205497;2026-04-16\|10.52\|1.84\|10.34\|10.54\|10.34\|250172;2026-04-17\|10.73\|2.00\|10.49\|10.85\|10.44\|328029;2026-04-20\|11.01\|2.61\|10.75\|11.10\|10.68\|384793;2026-04-21\|10.95\|-0.55\|10.96\|10.97\|10.78\|270904;2026-04-22\|11.00\|0.46\|10.89\|11.07\|10.85\|221839;2026-04-23\|10.66\|-3.09\|11.01\|11.02\|10.60\|283738;2026-04-24\|10.42\|-2.25\|10.50\|10.56\|10.17\|273465;2026-04-27\|10.37\|-0.48\|10.41\|10.53\|10.36\|185255;2026-04-28\|10.13\|-2.31\|10.37\|10.38\|10.08\|202947;2026-04-29\|10.39\|2.57\|10.13\|10.42\|10.10\|191135;2026-04-30\|10.14\|-2.41\|10.30\|10.42\|10.08\|212397;2026-05-06\|10.33\|1.87\|10.14\|10.36\|10.14\|249036;2026-05-07\|10.40\|0.68\|10.39\|10.43\|10.28\|197565;2026-05-08\|10.37\|-0.29\|10.34\|10.46\|10.21\|242914;2026-05-11\|11.41\|10.03\|10.50\|11.41\|10.50\|1070313;2026-05-12\|12.09\|5.96\|12.02\|12.55\|11.89\|2218773;2026-05-13\|12.66\|4.71\|12.07\|13.10\|12.07\|1877687;2026-05-14\|13.30\|5.06\|12.95\|13.70\|12.95\|1785465;2026-05-15\|13.00\|-2.26\|13.00\|13.60\|12.90\|1485973;2026-05-18\|13.38\|2.92\|12.80\|13.84\|12.60\|1215926;2026-05-19\|13.55\|1.27\|13.22\|13.56\|12.81\|1018224;2026-05-20\|14.40\|6.27\|13.39\|14.46\|13.39\|1551772;2026-05-21\|13.24\|-8.06\|14.26\|14.54\|13.22\|1296566;2026-05-22\|13.87\|4.76\|13.48\|14.05\|13.22\|994289;2026-05-25\|13.72\|-1.08\|14.14\|14.18\|13.28\|790521;2026-05-26\|13.82\|0.73\|13.56\|14.45\|13.47\|1034717;2026-05-27\|12.95\|-6.30\|13.76\|13.80\|12.87\|895010;2026-05-28\|13.03\|0.62\|13.13\|13.23\|12.56\|661715;2026-05-29\|12.35\|-5.22\|13.01\|13.15\|12.19\|697160;2026-06-01\|12.31\|-0.32\|12.25\|12.56\|11.91\|657985;2026-06-02\|12.60\|2.36\|12.32\|12.88\|12.30\|713170;2026-06-03\|13.58\|7.78\|12.61\|13.86\|12.58\|1127717;2026-06-04\|13.09\|-3.61\|13.30\|13.67\|12.85\|1292986;2026-06-05\|12.64\|-3.44\|12.90\|13.06\|12.58\|752443;2026-06-08\|11.68\|-6.56\|12.00\|12.28\|11.50\|616162;2026-06-09\|12.24\|4.79\|11.75\|12.28\|11.31\|661870;2026-06-10\|11.74\|-4.08\|11.98\|12.00\|11.36\|497516;2026-06-11\|11.41\|-2.81\|11.60\|11.98\|11.31\|467290;2026-06-12\|12.55\|9.99\|11.78\|12.55\|11.49\|1181859;2026-06-15\|12.61\|0.48\|12.22\|12.89\|12.22\|1661411;2026-06-16\|12.71\|0.79\|12.46\|12.89\|12.38\|1007351;2026-06-17\|12.17\|-4.25\|12.56\|12.64\|12.11\|803431;2026-06-18\|13.00\|6.82\|12.18\|13.30\|12.16\|1301561;2026-06-22\|12.72\|-2.15\|13.01\|13.29\|12.21\|1176184;2026-06-23\|12.03\|-5.42\|12.97\|13.12\|12.01\|1035755;2026-06-24\|11.62\|-3.41\|11.98\|12.18\|11.41\|794852;2026-06-25\|11.00\|-5.34\|11.45\|11.67\|10.96\|801821;2026-06-26\|10.38\|-5.64\|11.24\|11.25\|10.36\|615977;2026-06-29\|10.58\|1.93\|10.30\|10.95\|10.22\|631728;2026-06-30\|10.80\|2.08\|10.40\|10.87\|10.11\|687623;2026-07-01\|11.26\|4.26\|11.19\|11.70\|11.01\|874759;2026-07-02\|11.33\|0.62\|11.13\|11.92\|10.80\|835019;2026-07-03\|11.43\|0.88\|11.40\|11.63\|11.14\|571283;2026-07-06\|11.38\|-0.44\|11.33\|11.47\|11.18\|529039;2026-07-07\|10.95\|-3.78\|11.27\|11.42\|10.82\|406093;2026-07-08\|10.32\|-5.75\|10.99\|10.99\|10.22\|450589;2026-07-09\|10.86\|5.23\|10.32\|10.97\|9.99\|638827;2026-07-10\|10.70\|-1.47\|10.79\|11.11\|10.70\|389297;2026-07-13\|10.18\|-4.86\|10.55\|10.69\|10.15\|361870

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason