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
128134	小麦期货创三年新高	棉花全产业链+棉籽蛋白+国企改革+一季报增长 1、据2026年4月30日年报，公司主营棉花全产业链业务，构建“种植—加工—流通”体系，2025年皮棉销量18.04万吨，同比增长121.74%。 2、据2026年6月26日互动易，公司棉籽深加工业务产销效率稳步增长，2025年度棉蛋白产销量分别同比增长74.63%、418.87%，行业盈利状况实现扭亏为盈。 3、据2026年4月30日一季报，公司2026年一季度实现营收14.33亿元，同比增长69.75%；归母净利润4181.85万元，同比增长129.89%。	公司农业主要产品为棉籽、葵花籽、菜籽及其他油料作物，立足于新疆棉花产业，聚焦棉业全产业链	2026-06-29\|3.38\|1.50\|3.30\|3.42\|3.20\|285354;2026-06-30\|3.31\|-2.07\|3.38\|3.40\|3.28\|221217;2026-07-01\|3.44\|3.93\|3.34\|3.49\|3.29\|305814;2026-07-02\|3.41\|-0.87\|3.42\|3.56\|3.40\|275462;2026-07-03\|3.44\|0.88\|3.46\|3.49\|3.35\|229016;2026-07-06\|3.46\|0.58\|3.44\|3.54\|3.40\|286412;2026-07-07\|3.30\|-4.62\|3.42\|3.46\|3.29\|249281;2026-07-08\|3.32\|0.61\|3.31\|3.36\|3.23\|201230;2026-07-09\|3.25\|-2.11\|3.28\|3.35\|3.19\|224661;2026-07-10\|3.38\|4.00\|3.25\|3.45\|3.20\|281811;2026-07-13\|3.26\|-3.55\|3.43\|3.43\|3.24\|232793;2026-07-14\|3.35\|2.76\|3.25\|3.37\|3.21\|206560;2026-07-15\|3.39\|1.19\|3.35\|3.46\|3.29\|214620;2026-07-16\|3.45\|1.77\|3.40\|3.49\|3.34\|215139;2026-07-17\|3.29\|-4.64\|3.41\|3.50\|3.23\|265075;2026-07-20\|3.19\|-3.04\|3.29\|3.38\|3.13\|259567;2026-07-21\|3.17\|-0.63\|3.16\|3.20\|3.04\|259837;2026-07-22\|3.17\|0.00\|3.15\|3.24\|3.13\|160909;2026-07-23\|3.37\|6.31\|3.17\|3.38\|3.14\|229293;2026-07-24\|3.22\|-4.45\|3.31\|3.36\|3.22\|178681;2026-07-27\|3.37\|4.66\|3.23\|3.39\|3.23\|220292;2026-07-28\|3.38\|0.30\|3.36\|3.44\|3.34\|180757;2026-07-29\|3.46\|2.37\|3.38\|3.49\|3.36\|188995;2026-07-30\|3.42\|-1.16\|3.47\|3.52\|3.39\|191145;2026-07-31\|3.48\|1.75\|3.40\|3.49\|3.40\|145234;2026-08-03\|3.83\|10.06\|3.50\|3.83\|3.49\|215043;2026-08-04\|3.85\|0.52\|4.01\|4.01\|3.78\|752322;2026-08-05\|3.89\|1.04\|3.81\|3.89\|3.72\|558691;2026-08-06\|3.92\|0.77\|3.84\|3.98\|3.77\|735859;2026-08-07\|3.89\|-0.77\|3.82\|3.89\|3.72\|543206;2026-08-10\|4.03\|3.60\|3.83\|4.05\|3.82\|425499;2026-08-11\|3.95\|-1.99\|4.03\|4.06\|3.95\|338470;2026-08-12\|4.05\|2.53\|3.97\|4.05\|3.92\|251373;2026-08-13\|3.99\|-1.48\|4.05\|4.08\|3.98\|228612;2026-08-14\|3.86\|-3.26\|3.98\|4.00\|3.84\|233523;2026-08-17\|4.04\|4.66\|3.94\|4.08\|3.89\|365510;2026-08-18\|4.29\|6.19\|4.02\|4.44\|4.02\|761314;2026-08-19\|3.98\|-7.23\|4.17\|4.19\|3.96\|580712;2026-08-20\|4.07\|2.26\|4.04\|4.10\|3.92\|470211;2026-08-21\|3.95\|-2.95\|4.03\|4.07\|3.92\|302176;2026-08-24\|4.05\|2.53\|3.96\|4.12\|3.88\|402262;2026-08-25\|4.11\|1.48\|4.00\|4.17\|4.00\|420643;2026-08-26\|4.17\|1.46\|4.08\|4.23\|4.08\|303317;2026-08-27\|4.59\|10.07\|4.59\|4.59\|4.59\|88621;2026-08-28\|5.05\|10.02\|5.05\|5.05\|5.05\|51664;2026-08-31\|5.56\|10.10\|5.56\|5.56\|5.56\|71163;2026-09-01\|6.12\|10.07\|6.11\|6.12\|6.00\|658290;2026-09-02\|6.73\|9.97\|6.73\|6.73\|6.30\|2180380;2026-09-03\|6.06\|-9.96\|6.06\|6.06\|6.06\|138962;2026-09-04\|6.11\|0.83\|5.70\|6.43\|5.48\|1816616;2026-09-07\|6.72\|9.98\|6.09\|6.72\|5.93\|1851032;2026-09-08\|6.55\|-2.53\|6.82\|7.23\|6.46\|2177911;2026-09-09\|7.21\|10.08\|6.42\|7.21\|6.42\|1864787;2026-09-10\|6.56\|-9.02\|7.35\|7.48\|6.50\|1911789;2026-09-11\|5.90\|-10.06\|6.20\|6.26\|5.90\|1245495;2026-09-14\|5.63\|-4.58\|5.44\|5.84\|5.33\|1352991;2026-09-15\|5.18\|-7.99\|5.56\|5.60\|5.13\|1095624;2026-09-16\|5.27\|1.74\|5.10\|5.38\|5.10\|821283;2026-09-17\|5.45\|3.42\|5.21\|5.63\|5.16\|1182395;2026-09-18\|5.48\|0.55\|5.21\|5.51\|5.21\|888130;2026-09-21\|5.65\|3.10\|5.46\|5.69\|5.41\|614678;2026-09-22\|6.03\|6.73\|5.65\|6.22\|5.49\|1445766;2026-09-23\|5.80\|-3.81\|5.90\|5.99\|5.66\|995227;2026-09-24\|5.43\|-6.38\|5.70\|5.77\|5.39\|761673;2026-09-28\|5.64\|3.87\|5.97\|5.97\|5.62\|1643683;2026-09-29\|5.67\|0.53\|5.51\|5.79\|5.35\|1031148;2026-09-30\|5.52\|-2.65\|5.61\|5.68\|5.45\|742328;2026-10-08\|5.44\|-1.45\|5.42\|5.74\|5.37\|757673;2026-10-09\|5.76\|5.88\|5.49\|5.77\|5.31\|1100640;2026-10-12\|5.23\|-9.20\|5.66\|5.83\|5.20\|889474;2026-10-13\|5.35\|2.29\|5.09\|5.38\|4.98\|672767;2026-10-14\|5.12\|-4.30\|5.30\|5.54\|5.10\|416681;2026-10-15\|4.83\|-5.66\|5.00\|5.00\|4.80\|437240;2026-10-16\|4.83\|0.00\|4.90\|5.00\|4.81\|378272;2026-10-19\|4.59\|-4.97\|4.79\|4.79\|4.42\|417639;2026-10-20\|4.55\|-0.87\|4.56\|4.63\|4.50\|256456;2026-10-21\|4.70\|3.30\|4.58\|4.98\|4.57\|572396;2026-10-22\|4.42\|-5.96\|4.72\|4.88\|4.40\|399919;2026-10-23\|4.44\|0.45\|4.31\|4.45\|4.10\|367407;2026-10-26\|4.30\|-3.15\|4.39\|4.42\|4.26\|278128;2026-10-27\|4.15\|-3.49\|4.30\|4.36\|4.13\|254234;2026-10-28\|4.17\|0.48\|4.20\|4.20\|4.07\|226978;2026-10-29\|4.15\|-0.48\|4.19\|4.25\|4.11\|269085;2026-10-30\|3.97\|-4.34\|4.10\|4.19\|3.93\|382493;2026-11-02\|4.02\|1.26\|4.01\|4.04\|3.81\|326831;2026-11-03\|4.01\|-0.25\|3.97\|4.17\|3.95\|354059;2026-11-04\|4.09\|2.00\|4.00\|4.09\|3.90\|478032;2026-11-05\|4.16\|1.71\|4.05\|4.20\|4.03\|464179;2026-11-06\|4.58\|10.10\|4.06\|4.58\|4.02\|1060378
128133		控制权拟变更+装配式厨卫+越南制造 1、据2026年8月22日控制权拟发生变更提示性公告，中馀投资拟向博泰车联转让1.292亿股，占总股本20%；完成后博泰车联将成为控股股东，应臻恺将成为实际控制人。 2、据2026年6月11日投资者关系活动记录表，公司以装配式整装厨卫为核心布局内装工业化全产业链，产品覆盖高档卫生洁具、陶瓷、浴缸、淋浴房、浴室柜及瓷砖等。 3、据2026年6月11日投资者关系活动记录表，公司在越南建设生产基地，形成中国工厂服务国内及欧洲市场、越南工厂服务美国及后续RCEP成员国市场的产能格局。	公司主营业务聚焦在卫浴及厨房产品整组龙头及部品部件的制造服务与销售，控股股东拟变更为博泰车联	2026-06-29\|3.43\|-1.44\|3.46\|3.50\|3.33\|194163;2026-06-30\|3.48\|1.46\|3.43\|3.65\|3.38\|189639;2026-07-01\|3.62\|4.02\|3.47\|3.65\|3.40\|215615;2026-07-02\|3.66\|1.10\|3.60\|3.76\|3.58\|184321;2026-07-03\|3.62\|-1.09\|3.65\|3.70\|3.52\|182479;2026-07-06\|3.54\|-2.21\|3.64\|3.67\|3.50\|132434;2026-07-07\|3.72\|5.08\|3.55\|3.84\|3.53\|433255;2026-07-08\|3.74\|0.54\|3.69\|3.93\|3.65\|356549;2026-07-09\|3.71\|-0.80\|3.73\|3.85\|3.61\|264444;2026-07-10\|3.80\|2.43\|3.72\|3.84\|3.68\|224945;2026-07-13\|3.70\|-2.63\|3.78\|3.80\|3.63\|186368;2026-07-14\|3.76\|1.62\|3.71\|3.78\|3.66\|151733;2026-07-15\|3.67\|-2.39\|3.75\|3.83\|3.63\|137192;2026-07-16\|3.69\|0.55\|3.65\|3.75\|3.60\|183331;2026-07-17\|3.41\|-7.59\|3.66\|3.68\|3.38\|194613;2026-07-20\|3.37\|-1.17\|3.42\|3.55\|3.25\|188748;2026-07-21\|3.23\|-4.15\|3.38\|3.38\|3.03\|311056;2026-07-22\|3.22\|-0.31\|3.15\|3.28\|3.11\|149618;2026-07-23\|3.35\|4.04\|3.22\|3.38\|3.18\|181131;2026-07-24\|3.26\|-2.69\|3.31\|3.35\|3.18\|149444;2026-07-27\|3.32\|1.84\|3.24\|3.35\|3.20\|121712;2026-07-28\|3.36\|1.20\|3.31\|3.43\|3.31\|119939;2026-07-29\|3.44\|2.38\|3.39\|3.51\|3.38\|150935;2026-07-30\|3.37\|-2.03\|3.43\|3.52\|3.35\|151889;2026-07-31\|3.49\|3.56\|3.43\|3.59\|3.40\|212360;2026-08-03\|3.49\|0.00\|3.48\|3.56\|3.41\|177724;2026-08-04\|3.52\|0.86\|3.50\|3.57\|3.48\|162922;2026-08-05\|3.51\|-0.28\|3.53\|3.60\|3.49\|160110;2026-08-06\|3.54\|0.85\|3.51\|3.58\|3.49\|155012;2026-08-07\|3.48\|-1.69\|3.54\|3.58\|3.43\|188284;2026-08-10\|3.57\|2.59\|3.48\|3.58\|3.46\|310078;2026-08-11\|3.40\|-4.76\|3.56\|3.58\|3.38\|432704;2026-08-12\|3.43\|0.88\|3.40\|3.47\|3.30\|265965;2026-08-13\|3.38\|-1.46\|3.45\|3.47\|3.36\|194354;2026-08-14\|3.59\|6.21\|3.39\|3.65\|3.26\|499072;2026-08-24\|3.95\|10.03\|3.95\|3.95\|3.95\|48853;2026-08-25\|4.35\|10.13\|4.35\|4.35\|4.35\|25552;2026-08-26\|4.79\|10.11\|4.79\|4.79\|4.79\|33275;2026-08-27\|5.27\|10.02\|5.27\|5.27\|5.27\|52455;2026-08-28\|5.80\|10.06\|5.80\|5.80\|5.80\|67245;2026-08-31\|6.38\|10.00\|6.38\|6.38\|6.38\|62442;2026-09-01\|7.02\|10.03\|7.02\|7.02\|7.02\|890110;2026-09-02\|7.12\|1.42\|7.08\|7.55\|6.88\|2144431;2026-09-03\|6.91\|-2.95\|7.02\|7.24\|6.50\|1582998;2026-09-04\|7.10\|2.75\|6.85\|7.10\|6.68\|1337086;2026-09-07\|7.25\|2.11\|7.10\|7.37\|6.50\|1635257;2026-09-08\|6.80\|-6.21\|7.35\|7.35\|6.73\|1311154;2026-09-09\|6.12\|-10.00\|6.80\|6.92\|6.12\|1293633;2026-09-10\|5.52\|-9.80\|5.90\|5.99\|5.52\|1412489;2026-09-11\|5.40\|-2.17\|5.63\|5.93\|5.36\|1165203;2026-09-14\|5.38\|-0.37\|5.36\|5.53\|5.13\|1064369;2026-09-15\|5.13\|-4.65\|5.25\|5.48\|5.04\|964366;2026-09-16\|5.39\|5.07\|5.30\|5.46\|5.17\|843311;2026-09-17\|5.40\|0.19\|5.26\|5.50\|5.14\|706791;2026-09-18\|5.56\|2.96\|5.45\|5.84\|5.36\|881835;2026-09-21\|6.12\|10.07\|5.62\|6.12\|5.62\|555920;2026-09-22\|6.40\|4.58\|6.13\|6.67\|5.89\|1523374;2026-09-23\|6.47\|1.09\|6.30\|6.60\|6.18\|1250935;2026-09-24\|6.44\|-0.46\|6.55\|6.89\|6.23\|1073710;2026-09-28\|5.80\|-9.94\|6.32\|6.40\|5.80\|857648;2026-09-29\|5.80\|0.00\|5.80\|6.01\|5.71\|913399;2026-09-30\|5.74\|-1.03\|5.80\|5.92\|5.66\|578954;2026-10-08\|5.54\|-3.48\|5.70\|5.81\|5.44\|448785;2026-10-09\|5.58\|0.72\|5.48\|5.64\|5.23\|535496;2026-10-12\|5.25\|-5.91\|5.62\|5.68\|5.23\|475888;2026-10-13\|5.24\|-0.19\|5.18\|5.26\|4.90\|554919;2026-10-14\|5.02\|-4.20\|5.21\|5.25\|5.01\|347416;2026-10-15\|4.77\|-4.98\|5.02\|5.02\|4.73\|397142;2026-10-16\|4.71\|-1.26\|4.84\|4.92\|4.68\|396247;2026-10-19\|4.54\|-3.61\|4.68\|4.68\|4.31\|413066;2026-10-20\|4.61\|1.54\|4.50\|4.68\|4.49\|300786;2026-10-21\|4.61\|0.00\|4.65\|4.70\|4.57\|277865;2026-10-22\|4.38\|-4.99\|4.57\|4.63\|4.38\|284409;2026-10-23\|4.40\|0.46\|4.39\|4.43\|4.08\|391348;2026-10-26\|4.39\|-0.23\|4.33\|4.47\|4.29\|270838;2026-10-27\|4.24\|-3.42\|4.40\|4.45\|4.23\|236064;2026-10-28\|4.22\|-0.47\|4.24\|4.28\|4.14\|229991;2026-10-29\|4.08\|-3.32\|4.22\|4.26\|4.07\|191146;2026-10-30\|3.86\|-5.39\|3.98\|4.12\|3.84\|274609;2026-11-02\|3.96\|2.59\|3.87\|3.98\|3.72\|315981;2026-11-03\|3.98\|0.51\|4.02\|4.13\|3.90\|305504;2026-11-04\|4.05\|1.76\|3.99\|4.05\|3.76\|393329;2026-11-05\|4.18\|3.21\|3.95\|4.19\|3.92\|306233;2026-11-06\|4.06\|-2.87\|4.06\|4.12\|3.92\|278273
128132		消费电子+智能家居+亏损收窄行业原因： 1、据财闻8月25日报道，苹果预计9月推出首款折叠屏iPhone，且发布节奏调整为优先推出高端机型，折叠屏产业链获新品预期催化。 2、国家统计局数据显示，1至7月规模以上可穿戴智能设备零售额增长超过1倍，商务部数据显示7月份重点平台具身智能机器人销售额增长95.1%。公司原因： 1、据2026年4月25日年报，公司主要从事消费电子精密模具、精密结构件及硬件组件的设计、研发、制造和销售，并为多家全球消费电子终端品牌商提供服务。 2、据2026年4月25日年报，公司产品覆盖智能家居组件、智能穿戴、无人机、AR/VR等领域，并具备模具、注塑、冲压、压铸及表面处理等全工序制造能力。 3、据2026年7月15日半年度业绩预告，公司预计2026年上半年归母净利润亏损3200万元，同比减亏83.77%，主要受经营改善、工艺升级及降本增效推动。	华为Mate XT 2新一代三折叠官宣2026年9月7日首发，公司的客户代工厂家向华为品牌产品提供公司的产品精密结构件	2026-06-29\|9.40\|-2.79\|9.72\|9.72\|9.12\|42255;2026-06-30\|9.50\|1.06\|9.40\|10.08\|9.30\|51144;2026-07-01\|9.53\|0.32\|9.50\|9.72\|9.46\|42866;2026-07-02\|9.29\|-2.52\|9.53\|9.70\|9.25\|53695;2026-07-03\|9.67\|4.09\|9.39\|9.79\|9.32\|52787;2026-07-06\|9.38\|-3.00\|9.62\|9.82\|9.36\|38203;2026-07-07\|9.11\|-2.88\|9.41\|9.44\|9.08\|34251;2026-07-08\|9.05\|-0.66\|9.53\|9.53\|8.90\|33038;2026-07-09\|9.15\|1.10\|8.97\|9.25\|8.90\|33430;2026-07-10\|9.47\|3.50\|9.33\|9.79\|9.04\|63893;2026-07-13\|8.96\|-5.39\|9.36\|9.49\|8.86\|48686;2026-07-14\|9.03\|0.78\|8.96\|9.07\|8.76\|36118;2026-07-15\|9.14\|1.22\|9.16\|9.29\|8.98\|31318;2026-07-16\|9.40\|2.84\|8.99\|9.64\|8.97\|54580;2026-07-17\|8.99\|-4.36\|9.34\|9.50\|8.91\|46490;2026-07-20\|8.60\|-4.34\|8.92\|9.23\|8.46\|48716;2026-07-21\|8.64\|0.47\|8.61\|8.70\|8.08\|52011;2026-07-22\|8.49\|-1.74\|8.49\|8.66\|8.36\|38908;2026-07-23\|8.75\|3.06\|8.42\|8.79\|8.42\|41355;2026-07-24\|8.64\|-1.26\|8.65\|8.77\|8.52\|31306;2026-07-27\|8.96\|3.70\|8.60\|9.00\|8.55\|32941;2026-07-28\|9.18\|2.46\|9.06\|9.35\|8.98\|41083;2026-07-29\|9.54\|3.92\|9.27\|9.62\|9.11\|57643;2026-07-30\|9.44\|-1.05\|9.48\|9.70\|9.40\|40093;2026-07-31\|9.52\|0.85\|9.40\|9.67\|9.40\|32875;2026-08-03\|9.73\|2.21\|9.63\|9.79\|9.54\|31147;2026-08-04\|9.72\|-0.10\|9.88\|9.91\|9.62\|29069;2026-08-05\|9.81\|0.93\|9.85\|9.86\|9.71\|28404;2026-08-06\|9.91\|1.02\|9.78\|9.95\|9.67\|23480;2026-08-07\|9.86\|-0.50\|9.88\|9.94\|9.49\|53490;2026-08-10\|10.11\|2.54\|9.85\|10.12\|9.76\|29600;2026-08-11\|10.07\|-0.40\|10.11\|10.13\|9.90\|23891;2026-08-12\|10.20\|1.29\|10.04\|10.20\|10.00\|18475;2026-08-13\|10.07\|-1.27\|10.21\|10.30\|10.04\|27421;2026-08-14\|10.02\|-0.50\|10.09\|10.19\|9.90\|21565;2026-08-17\|10.14\|1.20\|10.00\|10.18\|9.93\|25672;2026-08-18\|10.17\|0.30\|10.14\|10.19\|9.98\|28243;2026-08-19\|9.77\|-3.93\|10.15\|10.15\|9.67\|26985;2026-08-20\|10.04\|2.76\|9.80\|10.08\|9.67\|24265;2026-08-21\|10.15\|1.10\|9.91\|10.16\|9.84\|23660;2026-08-24\|10.00\|-1.48\|10.12\|10.18\|9.88\|31810;2026-08-25\|11.00\|10.00\|9.84\|11.00\|9.81\|47639;2026-08-26\|12.10\|10.00\|12.10\|12.10\|12.10\|22680;2026-08-27\|13.31\|10.00\|13.31\|13.31\|13.31\|14171;2026-08-28\|14.64\|9.99\|14.64\|14.64\|14.64\|51251;2026-08-31\|16.10\|9.97\|15.00\|16.10\|14.97\|356743;2026-09-01\|17.71\|10.00\|17.40\|17.71\|17.30\|246498;2026-09-02\|19.01\|7.34\|17.01\|19.48\|16.71\|533581;2026-09-03\|17.11\|-9.99\|18.31\|18.73\|17.11\|383783;2026-09-04\|17.95\|4.91\|16.90\|18.68\|16.56\|427285;2026-09-07\|19.15\|6.69\|19.22\|19.66\|18.12\|355329;2026-09-08\|18.50\|-3.39\|19.15\|19.29\|18.26\|329074;2026-09-09\|16.65\|-10.00\|18.09\|18.45\|16.65\|119763;2026-09-10\|14.99\|-9.97\|15.58\|15.88\|14.99\|223635;2026-09-11\|13.49\|-10.01\|14.00\|14.23\|13.49\|197229;2026-09-14\|12.40\|-8.08\|12.80\|12.88\|12.34\|276953;2026-09-15\|12.24\|-1.29\|12.79\|12.80\|12.20\|228567;2026-09-16\|12.36\|0.98\|12.16\|12.56\|12.02\|179815;2026-09-17\|12.44\|0.65\|12.33\|12.59\|12.10\|171082;2026-09-18\|12.75\|2.49\|12.55\|12.90\|12.49\|189994;2026-09-21\|13.23\|3.76\|12.75\|13.34\|12.70\|163111;2026-09-22\|13.53\|2.27\|13.30\|13.62\|13.09\|175794;2026-09-23\|13.06\|-3.47\|13.53\|13.53\|12.90\|170035;2026-09-24\|12.91\|-1.15\|12.92\|13.21\|12.90\|104271;2026-09-28\|12.68\|-1.78\|13.23\|13.23\|12.52\|96075;2026-09-29\|12.58\|-0.79\|12.69\|12.80\|12.51\|80024;2026-09-30\|12.45\|-1.03\|12.65\|12.70\|12.40\|61496;2026-10-08\|12.25\|-1.61\|12.51\|12.66\|12.12\|63486;2026-10-09\|12.34\|0.73\|12.27\|12.40\|11.59\|85530;2026-10-12\|12.15\|-1.54\|12.30\|12.44\|11.97\|62909;2026-10-13\|12.26\|0.91\|12.11\|12.34\|11.60\|67117;2026-10-14\|11.91\|-2.85\|12.33\|12.36\|11.87\|48938;2026-10-15\|11.52\|-3.27\|11.58\|11.81\|11.43\|55989;2026-10-16\|11.41\|-0.95\|11.70\|11.87\|11.30\|51351;2026-10-19\|11.32\|-0.79\|11.34\|11.52\|10.88\|62899;2026-10-20\|11.59\|2.39\|11.36\|11.75\|11.12\|51703;2026-10-21\|11.50\|-0.78\|11.69\|11.83\|11.46\|40647;2026-10-22\|10.96\|-4.70\|11.55\|11.59\|10.92\|46473;2026-10-23\|10.97\|0.09\|10.62\|11.04\|10.00\|91630;2026-10-26\|10.71\|-2.37\|10.97\|10.98\|10.61\|42963;2026-10-27\|10.29\|-3.92\|10.84\|10.96\|10.29\|39807;2026-10-28\|10.37\|0.78\|10.33\|10.48\|10.14\|43486;2026-10-29\|10.00\|-3.57\|10.41\|10.45\|9.96\|40818;2026-10-30\|9.46\|-5.40\|10.04\|10.05\|9.42\|51673;2026-11-02\|9.90\|4.65\|9.46\|9.95\|9.17\|64738;2026-11-03\|9.78\|-1.21\|9.90\|10.22\|9.66\|52317;2026-11-04\|10.03\|2.56\|9.88\|10.06\|9.44\|58452;2026-11-05\|10.45\|4.19\|10.05\|10.47\|9.93\|55349;2026-11-06\|10.32\|-1.24\|10.28\|10.90\|10.00\|89458
128131	多家券商上半年业绩大增	证券+算力租赁+扣非扭亏行业原因： 1、隔夜美股费城半导体指数大涨6.5%，收获四连涨，全球科技股市场情绪显著回暖。 2、谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。公司原因： 1、据2026年4月29日年报，公司主要经营业务为证券公司业务，持有中山证券67.78%股权，持有东莞证券20%股份，依托两家券商开展经纪、投资咨询、承销与保荐、证券自营、资产管理等业务。 2、据2024年4月23日公告，公司拟与广州赛富建鑫、北京九章云极在广东地区合作投建智算中心及运营业务，项目处于筹划阶段。 3、据2026年7月14日公告，公司2026年上半年扣除非经常性损益后的净利润实现扭亏为盈，主要因控股子公司中山证券及参股公司东莞证券净利润同比大幅增长，公司利息支出同比大幅减少。	公司主要经营业务为证券公司业务，持有中山证券67.78%股权	2026-06-29\|8.60\|-1.26\|8.67\|8.77\|8.49\|186213;2026-06-30\|8.86\|3.02\|8.60\|9.11\|8.44\|228952;2026-07-01\|9.21\|3.95\|8.85\|9.32\|8.76\|312499;2026-07-02\|9.04\|-1.85\|9.19\|9.39\|9.01\|236077;2026-07-03\|9.05\|0.11\|9.10\|9.15\|8.93\|174970;2026-07-06\|8.94\|-1.22\|9.13\|9.14\|8.90\|150493;2026-07-07\|8.60\|-3.80\|8.93\|8.93\|8.58\|145113;2026-07-08\|8.45\|-1.74\|8.58\|8.72\|8.40\|153740;2026-07-09\|8.49\|0.47\|8.42\|8.55\|8.23\|150301;2026-07-10\|8.56\|0.82\|8.44\|8.70\|8.27\|176489;2026-07-13\|8.28\|-3.27\|8.49\|8.59\|8.20\|175626;2026-07-14\|8.27\|-0.12\|8.19\|8.30\|8.08\|135577;2026-07-15\|8.37\|1.21\|8.22\|8.42\|8.22\|143739;2026-07-16\|8.44\|0.84\|8.31\|8.48\|8.19\|150720;2026-07-17\|8.27\|-2.01\|8.39\|8.53\|8.27\|196777;2026-07-20\|8.38\|1.33\|8.28\|8.49\|8.23\|175814;2026-07-21\|8.53\|1.79\|8.35\|8.68\|8.31\|207681;2026-07-22\|8.36\|-1.99\|8.48\|8.51\|8.27\|161601;2026-07-23\|8.81\|5.38\|8.30\|8.97\|8.28\|352620;2026-07-24\|8.38\|-4.88\|8.68\|8.79\|8.38\|219571;2026-07-27\|8.51\|1.55\|8.31\|8.53\|8.29\|134965;2026-07-28\|8.33\|-2.12\|8.46\|8.49\|8.24\|201517;2026-07-29\|8.48\|1.80\|8.30\|8.57\|8.27\|249615;2026-07-30\|8.59\|1.30\|8.38\|8.66\|8.37\|256936;2026-07-31\|8.90\|3.61\|8.61\|9.19\|8.57\|360883;2026-08-03\|8.90\|0.00\|8.83\|8.93\|8.73\|189735;2026-08-04\|8.92\|0.22\|8.96\|9.04\|8.91\|171851;2026-08-05\|9.81\|9.98\|8.95\|9.81\|8.94\|482491;2026-08-06\|9.51\|-3.06\|9.63\|9.75\|9.43\|579302;2026-08-07\|9.40\|-1.16\|9.46\|9.51\|9.26\|327322;2026-08-10\|9.38\|-0.21\|9.41\|9.44\|9.27\|280766;2026-08-11\|9.23\|-1.60\|9.50\|9.53\|9.21\|338890;2026-08-12\|9.67\|4.77\|9.19\|9.89\|9.17\|662142;2026-08-13\|9.54\|-1.34\|9.69\|9.78\|9.52\|465788;2026-08-14\|9.33\|-2.20\|9.53\|9.60\|9.28\|265518;2026-08-17\|9.11\|-2.36\|9.26\|9.27\|8.96\|317524;2026-08-18\|8.85\|-2.85\|9.03\|9.04\|8.75\|326612;2026-08-19\|8.46\|-4.41\|8.76\|8.84\|8.46\|259886;2026-08-20\|8.55\|1.06\|8.50\|8.68\|8.50\|174839;2026-08-21\|8.58\|0.35\|8.55\|8.61\|8.40\|134902;2026-08-24\|9.06\|5.59\|8.90\|9.44\|8.77\|643882;2026-08-25\|8.86\|-2.21\|8.89\|9.20\|8.74\|387749;2026-08-26\|9.75\|10.05\|8.83\|9.75\|8.81\|532110;2026-08-27\|10.73\|10.05\|10.73\|10.73\|10.73\|147304;2026-08-28\|11.80\|9.97\|11.80\|11.80\|11.80\|151564;2026-08-31\|12.98\|10.00\|12.86\|12.98\|11.84\|2457474;2026-09-01\|13.50\|4.01\|12.08\|13.84\|11.68\|2280004;2026-09-02\|13.16\|-2.52\|13.31\|13.39\|12.51\|1571664;2026-09-03\|12.63\|-4.03\|13.09\|13.83\|12.52\|1822935;2026-09-04\|12.35\|-2.22\|12.50\|13.25\|11.80\|1769956;2026-09-07\|12.35\|0.00\|12.10\|12.62\|12.03\|1236389;2026-09-08\|11.85\|-4.05\|12.34\|12.38\|11.77\|1190300;2026-09-09\|11.14\|-5.99\|11.71\|11.84\|10.95\|1220169;2026-09-10\|11.16\|0.18\|11.28\|11.58\|10.99\|1120797;2026-09-11\|10.10\|-9.50\|10.90\|10.94\|10.04\|1230893;2026-09-14\|10.02\|-0.79\|10.02\|10.11\|9.80\|560737;2026-09-15\|9.80\|-2.20\|9.99\|10.03\|9.77\|404075;2026-09-16\|10.00\|2.04\|9.76\|10.08\|9.68\|576924;2026-09-17\|9.92\|-0.80\|9.92\|9.97\|9.80\|416497;2026-09-18\|10.00\|0.81\|9.98\|10.06\|9.84\|599143;2026-09-21\|10.35\|3.50\|9.99\|10.39\|9.96\|786134;2026-09-22\|10.33\|-0.19\|10.36\|10.42\|10.22\|538793;2026-09-23\|10.28\|-0.48\|10.30\|10.36\|10.17\|347917;2026-09-24\|9.98\|-2.92\|10.20\|10.24\|9.93\|353192;2026-09-28\|9.75\|-2.30\|9.90\|10.00\|9.69\|331483;2026-09-29\|9.82\|0.72\|9.74\|9.93\|9.71\|282761;2026-09-30\|9.77\|-0.51\|9.95\|9.95\|9.69\|264725;2026-10-08\|9.78\|0.10\|9.76\|10.08\|9.66\|409141;2026-10-09\|10.00\|2.25\|9.80\|10.04\|9.48\|536289;2026-10-12\|9.78\|-2.20\|9.90\|9.94\|9.76\|303086;2026-10-13\|9.83\|0.51\|9.63\|9.99\|9.58\|463876;2026-10-14\|10.02\|1.93\|9.87\|10.28\|9.80\|762130;2026-10-15\|10.61\|5.89\|9.84\|11.02\|9.74\|1479918;2026-10-16\|10.33\|-2.64\|10.45\|10.58\|10.15\|1001921;2026-10-19\|10.53\|1.94\|10.13\|11.00\|9.69\|1236193;2026-10-20\|10.78\|2.37\|10.79\|11.00\|10.26\|1246281;2026-10-21\|9.70\|-10.02\|10.36\|10.75\|9.70\|1203633;2026-10-22\|8.73\|-10.00\|9.11\|9.26\|8.73\|934363;2026-10-23\|8.46\|-3.09\|8.12\|8.52\|7.88\|1046083;2026-10-26\|8.08\|-4.49\|8.35\|8.36\|7.97\|598257;2026-10-27\|7.90\|-2.23\|8.11\|8.35\|7.90\|483156;2026-10-28\|8.11\|2.66\|8.00\|8.20\|7.87\|483148;2026-10-29\|7.90\|-2.59\|8.11\|8.18\|7.90\|348465;2026-10-30\|7.62\|-3.54\|7.80\|7.94\|7.62\|458922;2026-11-02\|8.04\|5.51\|7.76\|8.08\|7.67\|563746;2026-11-03\|8.28\|2.99\|7.97\|8.60\|7.95\|699786;2026-11-04\|8.45\|2.05\|8.31\|8.49\|8.19\|563197;2026-11-05\|8.52\|0.83\|8.37\|8.54\|8.32\|475016;2026-11-06\|8.31\|-2.46\|8.30\|8.47\|8.27\|307672
128130	PTFE成英伟达Rubin Ultra正交背板主力选材	PTFE薄膜+PCB概念+人形机器人+半年报增长 1、据2026年8月19日投资者关系活动记录表，公司PTFE薄膜因高稳定性和优异介电性能，成为下一代PCB产业重要选择方案之一，单向拉伸PTFE薄膜已通过车载功率芯片封装客户测试并开始批量化用于封装制程离型保护膜。 2、据2026年8月19日投资者关系活动记录表，公司电机定子包胶材料实现在人形机器人和工业伺服机器人等多个行业客户的导入；耐磨级PEEK已实现轴套配套超万套，全新齿轮级PEEK材料客户测试进展顺利。 3、据2026年8月19日半年报，公司2026年上半年实现营业收入10.70亿元，同比增长18.03%；归母净利润2742.57万元，同比增长48.99%，特种高分子材料收入同比增长30.46%。	1、公司已有PCB用聚四氟乙烯（PTFE）材料、散热用液晶高分子（LCP）和聚醚醚酮（PEEK）材料、数据连接用LCP和高温尼龙（PPA）材料等方案； 2、公司的聚芳醚酮产线正在建设中，其中包含PEEK产线	2026-06-29\|26.42\|-8.52\|28.92\|29.18\|25.99\|193228;2026-06-30\|28.09\|6.32\|26.24\|28.43\|26.04\|135973;2026-07-01\|27.27\|-2.92\|28.08\|28.77\|26.88\|124201;2026-07-02\|27.61\|1.25\|27.00\|29.15\|26.43\|156123;2026-07-03\|27.97\|1.30\|28.00\|29.33\|27.26\|149522;2026-07-06\|25.65\|-8.29\|27.68\|27.97\|25.57\|157608;2026-07-07\|24.56\|-4.25\|25.59\|26.04\|24.29\|120163;2026-07-08\|22.97\|-6.47\|24.61\|24.85\|22.96\|124433;2026-07-09\|22.68\|-1.26\|22.86\|23.35\|21.73\|135835;2026-07-10\|22.41\|-1.19\|22.70\|23.88\|22.41\|126561;2026-07-13\|21.05\|-6.07\|22.21\|22.33\|21.02\|116415;2026-07-14\|21.55\|2.38\|21.11\|21.60\|20.51\|94375;2026-07-15\|20.90\|-3.02\|21.55\|21.80\|20.70\|98484;2026-07-16\|19.94\|-4.59\|20.78\|21.06\|19.85\|95979;2026-07-17\|18.37\|-7.87\|19.99\|20.17\|18.10\|135983;2026-07-20\|16.81\|-8.49\|18.64\|18.80\|16.58\|152935;2026-07-21\|17.70\|5.29\|16.99\|17.74\|15.50\|166593;2026-07-22\|17.18\|-2.94\|17.45\|17.95\|17.06\|101211;2026-07-23\|17.86\|3.96\|17.25\|17.89\|17.23\|97188;2026-07-24\|17.45\|-2.30\|17.60\|18.08\|17.36\|81037;2026-07-27\|18.05\|3.44\|17.40\|18.09\|17.25\|85706;2026-07-28\|17.72\|-1.83\|17.95\|18.35\|17.61\|73905;2026-07-29\|17.63\|-0.51\|17.58\|17.79\|17.06\|92972;2026-07-30\|17.00\|-3.57\|17.40\|17.72\|16.80\|91480;2026-07-31\|17.42\|2.47\|17.50\|17.90\|17.39\|94194;2026-08-03\|17.57\|0.86\|17.33\|17.77\|17.26\|89666;2026-08-04\|18.20\|3.59\|17.75\|18.23\|17.53\|100233;2026-08-05\|18.91\|3.90\|18.40\|19.04\|18.22\|99276;2026-08-06\|19.19\|1.48\|18.93\|19.22\|18.55\|95180;2026-08-07\|19.63\|2.29\|19.44\|19.68\|18.82\|94662;2026-08-10\|19.67\|0.20\|19.80\|19.88\|19.25\|72862;2026-08-11\|19.50\|-0.86\|19.56\|19.72\|19.23\|53602;2026-08-12\|20.39\|4.56\|19.41\|20.98\|19.41\|126112;2026-08-13\|20.32\|-0.34\|20.39\|21.70\|20.13\|231600;2026-08-14\|20.26\|-0.30\|20.20\|20.92\|20.00\|137953;2026-08-17\|20.80\|2.67\|20.44\|20.89\|20.00\|106513;2026-08-18\|20.44\|-1.73\|20.73\|21.58\|20.20\|102208;2026-08-19\|19.41\|-5.04\|20.40\|20.55\|19.28\|100761;2026-08-20\|19.31\|-0.52\|19.63\|19.74\|19.10\|59774;2026-08-21\|21.24\|9.99\|19.22\|21.24\|18.89\|173442;2026-08-24\|20.48\|-3.58\|20.82\|21.15\|20.10\|254300;2026-08-25\|21.26\|3.81\|20.29\|21.86\|19.90\|284806;2026-08-26\|21.82\|2.63\|21.45\|22.49\|20.43\|345082;2026-08-27\|24.00\|9.99\|22.47\|24.00\|22.11\|328531;2026-08-28\|26.40\|10.00\|26.40\|26.40\|26.40\|42445;2026-08-31\|29.04\|10.00\|27.61\|29.04\|27.20\|656355;2026-09-01\|28.04\|-3.44\|28.83\|29.16\|26.48\|766878;2026-09-02\|30.84\|9.99\|28.05\|30.84\|28.04\|392640;2026-09-03\|27.76\|-9.99\|29.34\|29.34\|27.76\|507802;2026-09-04\|25.11\|-9.55\|27.01\|27.76\|24.98\|611808;2026-09-07\|26.52\|5.62\|25.45\|26.77\|24.61\|549023;2026-09-08\|25.00\|-5.73\|26.50\|26.51\|24.84\|465915;2026-09-09\|26.01\|4.04\|25.69\|27.50\|25.31\|625905;2026-09-10\|26.01\|0.00\|25.36\|27.52\|25.00\|569209;2026-09-11\|25.18\|-3.19\|25.42\|26.10\|23.85\|509484;2026-09-14\|25.34\|0.64\|24.80\|25.70\|23.95\|319070;2026-09-15\|26.85\|5.96\|25.16\|27.87\|25.00\|543930;2026-09-16\|26.89\|0.15\|26.91\|27.08\|26.18\|428916;2026-09-17\|26.17\|-2.68\|26.65\|27.12\|25.92\|292314;2026-09-18\|26.40\|0.88\|26.70\|26.95\|26.03\|309483;2026-09-21\|26.95\|2.08\|26.00\|26.95\|26.00\|351102;2026-09-22\|26.22\|-2.71\|27.24\|27.47\|26.15\|304559;2026-09-23\|27.14\|3.51\|26.69\|27.76\|26.31\|440188;2026-09-24\|25.51\|-6.01\|26.87\|26.87\|25.51\|311063;2026-09-28\|24.18\|-5.21\|25.52\|25.77\|24.01\|259352;2026-09-29\|24.74\|2.32\|24.19\|25.08\|24.00\|158557;2026-09-30\|23.64\|-4.45\|24.88\|24.98\|23.50\|130951;2026-10-08\|23.05\|-2.50\|23.51\|24.08\|22.83\|127679;2026-10-09\|21.99\|-4.60\|23.03\|23.05\|20.78\|205335;2026-10-12\|21.05\|-4.27\|21.78\|22.15\|20.92\|119425;2026-10-13\|21.14\|0.43\|20.58\|21.39\|19.82\|132518;2026-10-14\|22.03\|4.21\|21.80\|23.25\|21.12\|392228;2026-10-15\|22.45\|1.91\|20.80\|23.50\|20.52\|398516;2026-10-16\|21.83\|-2.76\|22.70\|22.98\|21.30\|269812;2026-10-19\|24.01\|9.99\|21.50\|24.01\|21.21\|302940;2026-10-20\|23.82\|-0.79\|24.43\|24.75\|23.01\|439648;2026-10-21\|23.25\|-2.39\|23.82\|23.92\|22.88\|266010;2026-10-22\|23.31\|0.26\|23.14\|23.99\|22.38\|341919;2026-10-23\|21.90\|-6.05\|22.00\|22.62\|20.98\|351034;2026-10-26\|20.69\|-5.53\|21.39\|21.40\|20.40\|203295;2026-10-27\|19.51\|-5.70\|20.94\|20.98\|19.50\|177083;2026-10-28\|20.50\|5.07\|19.97\|20.81\|19.40\|188646;2026-10-29\|19.34\|-5.66\|20.32\|20.74\|19.27\|154965;2026-10-30\|18.61\|-3.77\|18.67\|19.89\|18.42\|145728;2026-11-02\|19.06\|2.42\|18.65\|19.26\|18.31\|139126;2026-11-03\|18.41\|-3.41\|18.87\|19.39\|18.33\|126156;2026-11-04\|19.48\|5.81\|18.41\|19.53\|18.14\|178921;2026-11-05\|19.77\|1.49\|19.16\|19.93\|19.05\|136413;2026-11-06\|19.10\|-3.39\|18.77\|19.38\|18.66\|94858
128129	小麦期货创三年新高	转基因+粮食概念+玉米种业行业原因： 1、摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中,或于明年爆发。驱动因素包括战争、天气、仓储、水和浪费这五个方面。 2、据招商证券8月16日研报，USDA 8月供需报告下修全球小麦产量预期，预计新季玉米和小麦需求缺口较前值进一步扩大。公司原因： 1、据2026年8月12日半年报，公司5个转基因品种参加国家转基因审定试验，涵盖东华北中熟、中晚熟及黄淮海夏玉米组；据2026年4月29日业绩说明会，2026年转基因品种推广面积约100万亩，定价较常规种子提高约25%。 2、据2026年8月17日每日经济新闻，粮食概念板块短线拉升，万向德农等纷纷走高。 3、公司主营玉米杂交种子研发、生产与销售，控股子公司德农种业为育繁推一体化高新技术企业，种业综合实力处于全国前列。	公司是国内采用单倍体育种技术领先供应商	2026-06-29\|6.45\|1.42\|6.42\|6.46\|6.13\|51513;2026-06-30\|6.25\|-3.10\|6.40\|6.50\|6.21\|50011;2026-07-01\|6.51\|4.16\|6.24\|6.63\|6.24\|65870;2026-07-02\|6.58\|1.08\|6.50\|6.71\|6.47\|51909;2026-07-03\|6.71\|1.98\|6.58\|6.72\|6.51\|44617;2026-07-06\|6.75\|0.60\|6.72\|6.83\|6.69\|43082;2026-07-07\|6.61\|-2.07\|6.72\|6.75\|6.53\|45044;2026-07-08\|6.56\|-0.76\|6.58\|6.63\|6.44\|35020;2026-07-09\|6.50\|-0.91\|6.54\|6.62\|6.40\|37163;2026-07-10\|6.67\|2.62\|6.52\|6.79\|6.39\|57926;2026-07-13\|6.54\|-1.95\|6.70\|6.74\|6.50\|45938;2026-07-14\|6.72\|2.75\|6.53\|6.73\|6.51\|53184;2026-07-15\|6.81\|1.34\|6.65\|6.84\|6.61\|46677;2026-07-16\|6.81\|0.00\|6.81\|6.89\|6.71\|37049;2026-07-17\|6.65\|-2.35\|6.85\|6.94\|6.59\|52717;2026-07-20\|6.44\|-3.16\|6.63\|6.78\|6.38\|64346;2026-07-21\|6.32\|-1.86\|6.45\|6.49\|6.16\|67138;2026-07-22\|6.24\|-1.27\|6.26\|6.34\|6.18\|40181;2026-07-23\|6.44\|3.21\|6.22\|6.47\|6.17\|60740;2026-07-24\|6.26\|-2.79\|6.34\|6.49\|6.25\|49073;2026-07-27\|6.39\|2.08\|6.25\|6.44\|6.20\|38253;2026-07-28\|6.43\|0.63\|6.38\|6.54\|6.32\|33543;2026-07-29\|6.54\|1.71\|6.48\|6.55\|6.41\|38616;2026-07-30\|6.63\|1.38\|6.58\|6.69\|6.49\|49740;2026-07-31\|6.78\|2.26\|6.57\|6.81\|6.53\|48010;2026-08-03\|6.94\|2.36\|6.77\|6.95\|6.71\|45557;2026-08-04\|6.91\|-0.43\|6.97\|7.06\|6.88\|43886;2026-08-05\|6.91\|0.00\|6.97\|7.01\|6.85\|41962;2026-08-06\|7.09\|2.60\|6.91\|7.24\|6.82\|96189;2026-08-07\|7.05\|-0.56\|7.10\|7.12\|6.85\|91124;2026-08-10\|7.27\|3.12\|7.04\|7.28\|6.99\|68827;2026-08-11\|7.26\|-0.14\|7.24\|7.34\|7.14\|56198;2026-08-12\|7.29\|0.41\|7.24\|7.33\|7.16\|100476;2026-08-13\|7.21\|-1.10\|7.27\|7.30\|7.13\|60825;2026-08-14\|7.11\|-1.39\|7.21\|7.25\|7.08\|44183;2026-08-17\|7.40\|4.08\|7.14\|7.45\|7.14\|115572;2026-08-18\|8.14\|10.00\|7.35\|8.14\|7.35\|108290;2026-08-19\|8.95\|9.95\|8.42\|8.95\|8.32\|531733;2026-08-20\|8.60\|-3.91\|8.06\|9.53\|8.06\|530670;2026-08-21\|7.74\|-10.00\|8.11\|8.14\|7.74\|296775;2026-08-24\|7.88\|1.81\|7.50\|8.20\|7.50\|364401;2026-08-25\|8.67\|10.03\|7.72\|8.67\|7.72\|476091;2026-08-26\|9.54\|10.03\|9.00\|9.54\|8.79\|483454;2026-08-27\|10.49\|9.96\|10.45\|10.49\|10.20\|162297;2026-08-28\|11.54\|10.01\|11.54\|11.54\|11.54\|49086;2026-08-31\|12.69\|9.97\|12.69\|12.69\|12.69\|137162;2026-09-01\|13.96\|10.01\|13.61\|13.96\|13.20\|456181;2026-09-02\|14.42\|3.30\|14.20\|14.97\|13.33\|1019859;2026-09-03\|13.08\|-9.29\|13.75\|14.20\|12.98\|754455;2026-09-04\|13.70\|4.74\|12.65\|13.93\|12.05\|809784;2026-09-07\|15.07\|10.00\|14.23\|15.07\|14.04\|835887;2026-09-08\|15.83\|5.04\|15.37\|16.58\|15.37\|956771;2026-09-09\|15.40\|-2.72\|14.61\|16.10\|14.61\|817568;2026-09-10\|14.15\|-8.12\|15.30\|15.35\|14.09\|627722;2026-09-11\|14.78\|4.45\|14.01\|15.57\|13.51\|813030;2026-09-14\|14.21\|-3.86\|14.54\|14.98\|13.30\|722031;2026-09-15\|12.93\|-9.01\|14.21\|15.21\|12.80\|662391;2026-09-16\|14.22\|9.98\|12.90\|14.22\|12.53\|439185;2026-09-17\|15.64\|9.99\|14.73\|15.64\|13.01\|798387;2026-09-18\|15.40\|-1.53\|14.30\|16.73\|14.30\|894987;2026-09-21\|16.39\|6.43\|15.40\|16.82\|14.86\|789408;2026-09-22\|15.71\|-4.15\|16.11\|16.80\|15.12\|718708;2026-09-23\|17.28\|9.99\|15.39\|17.28\|14.70\|812536;2026-09-24\|15.85\|-8.28\|18.08\|18.50\|15.56\|906668;2026-09-28\|14.27\|-9.97\|15.02\|15.84\|14.27\|317830;2026-09-29\|12.84\|-10.02\|13.19\|13.42\|12.84\|340429;2026-09-30\|13.51\|5.22\|12.60\|13.94\|12.57\|666169;2026-10-08\|13.61\|0.74\|13.51\|14.45\|13.35\|586361;2026-10-09\|14.97\|9.99\|13.73\|14.97\|13.32\|653957;2026-10-12\|14.03\|-6.28\|15.60\|16.47\|13.78\|921838;2026-10-13\|14.06\|0.21\|12.64\|14.20\|12.64\|605252;2026-10-14\|13.40\|-4.69\|13.90\|14.20\|13.37\|454975;2026-10-15\|12.62\|-5.82\|13.00\|13.20\|12.53\|399071;2026-10-16\|12.58\|-0.32\|12.73\|13.19\|12.39\|413988;2026-10-19\|11.80\|-6.20\|12.24\|12.47\|11.41\|373637;2026-10-20\|12.14\|2.88\|11.80\|12.45\|11.57\|278902;2026-10-21\|12.16\|0.16\|12.11\|12.52\|12.01\|258752;2026-10-22\|11.14\|-8.39\|12.16\|12.20\|11.11\|215992;2026-10-23\|10.89\|-2.24\|11.25\|11.26\|10.21\|253016;2026-10-26\|10.51\|-3.49\|10.99\|11.00\|10.41\|188338;2026-10-27\|10.12\|-3.71\|10.40\|10.61\|10.10\|166622;2026-10-28\|10.02\|-0.99\|10.26\|10.33\|9.80\|176473;2026-10-29\|9.70\|-3.19\|10.00\|10.27\|9.68\|178423;2026-10-30\|9.66\|-0.41\|9.57\|10.30\|9.23\|296962;2026-11-02\|9.83\|1.76\|9.59\|9.92\|9.19\|260543;2026-11-03\|9.86\|0.31\|9.70\|10.28\|9.70\|253002;2026-11-04\|10.85\|10.04\|9.86\|10.85\|9.56\|436300;2026-11-05\|11.26\|3.78\|10.60\|11.72\|10.54\|809509;2026-11-06\|12.39\|10.04\|11.25\|12.39\|11.15\|666535
128035		绿色算力+矿业+预重整行业原因： 6月12日，国际金价及金属价格反弹。据央视新闻报道，美国总统特朗普11日在社交媒体发文称，鉴于与伊朗的磋商已提交至伊朗最高领导层并获得批准，因此他已取消原定于当晚针对伊朗实施的打击与轰炸行动。公司原因： 1、据2026年5月12日年报，公司将绿色算力列为战略转型第一增长极，已布局青海、内蒙古双核心算力园区，形成“电力—基建—算力—运营”全链条能力，并计划加快昆仑算电一期建设及通辽、阿拉善项目落地。 2、据2025年9月18日公告及2026年5月12日年报，公司取得格尔木市那陵郭勒河西铁多金属矿M1矿区采矿证及不动产权证，成为青海省新矿法实施后首个取得双证的企业，矿种涵盖铁、铜、锌、银。 3、据2026年5月12日年报，公司2026年以“矿业+绿色算力”双轮驱动为转型主线，正全力配合法院及管理人推进债权审查、投资人遴选等预重整工作，以化解债务风险。	青海路桥工程施工企业	2026-06-29\|8.20\|-4.98\|8.40\|8.40\|8.20\|174164;2026-06-30\|8.23\|0.37\|8.06\|8.40\|8.06\|131893;2026-07-01\|8.10\|-1.58\|8.25\|8.29\|8.05\|129331;2026-07-02\|8.44\|4.20\|8.03\|8.51\|7.95\|185566;2026-07-03\|8.20\|-2.84\|8.30\|8.64\|8.16\|188824;2026-07-06\|7.90\|-3.66\|8.20\|8.30\|7.88\|174851;2026-07-07\|7.11\|-10.00\|7.79\|7.96\|7.11\|266260;2026-07-08\|6.40\|-9.99\|6.97\|7.06\|6.40\|308167;2026-07-09\|6.21\|-2.97\|6.39\|6.66\|6.01\|283402;2026-07-10\|6.49\|4.51\|6.16\|6.79\|6.10\|283832;2026-07-13\|6.79\|4.62\|6.37\|6.86\|6.33\|226423;2026-07-14\|6.42\|-5.45\|6.79\|6.89\|6.32\|227271;2026-07-15\|6.58\|2.49\|6.33\|6.79\|6.33\|170039;2026-07-16\|6.50\|-1.22\|6.56\|6.76\|6.44\|142096;2026-07-17\|6.26\|-3.69\|6.45\|6.54\|6.11\|161563;2026-07-20\|5.63\|-10.06\|6.21\|6.34\|5.63\|221607;2026-07-21\|5.27\|-6.39\|5.57\|5.60\|5.07\|267511;2026-07-22\|5.50\|4.36\|5.38\|5.70\|5.34\|237302;2026-07-23\|6.05\|10.00\|5.53\|6.05\|5.53\|230092;2026-07-24\|6.53\|7.93\|6.05\|6.65\|5.99\|276681;2026-07-27\|6.36\|-2.60\|6.21\|6.43\|6.12\|166248;2026-07-28\|6.41\|0.79\|6.30\|6.63\|6.27\|118702;2026-07-29\|6.80\|6.08\|6.40\|6.94\|6.31\|154747;2026-07-30\|6.99\|2.79\|6.81\|7.15\|6.70\|165705;2026-07-31\|7.33\|4.86\|6.80\|7.48\|6.76\|166456;2026-08-03\|7.01\|-4.37\|7.28\|7.39\|6.93\|169922;2026-08-04\|6.81\|-2.85\|7.05\|7.06\|6.60\|141460;2026-08-05\|6.97\|2.35\|6.81\|7.05\|6.78\|115043;2026-08-06\|7.18\|3.01\|7.06\|7.33\|6.86\|152262;2026-08-07\|7.14\|-0.56\|7.20\|7.31\|7.11\|113940;2026-08-10\|7.00\|-1.96\|7.04\|7.20\|6.92\|95783;2026-08-11\|7.24\|3.43\|7.07\|7.40\|6.96\|125644;2026-08-12\|7.34\|1.38\|7.25\|7.46\|7.15\|105081;2026-08-13\|7.30\|-0.55\|7.30\|7.45\|7.27\|94875;2026-08-14\|7.16\|-1.92\|7.24\|7.36\|7.15\|82810;2026-08-17\|7.05\|-1.54\|7.16\|7.18\|7.04\|103977;2026-08-18\|6.72\|-4.68\|7.09\|7.09\|6.66\|180672;2026-08-19\|6.74\|0.30\|6.65\|6.99\|6.63\|128204;2026-08-20\|6.89\|2.23\|6.72\|6.96\|6.58\|120016;2026-08-21\|7.17\|4.06\|6.93\|7.29\|6.81\|127018;2026-08-24\|7.01\|-2.23\|7.07\|7.16\|6.90\|105336;2026-08-25\|7.28\|3.85\|7.06\|7.35\|7.01\|114437;2026-08-26\|7.23\|-0.69\|7.24\|7.31\|7.15\|82340;2026-08-27\|7.79\|7.75\|7.24\|7.95\|7.19\|225708;2026-08-28\|7.60\|-2.44\|7.89\|8.17\|7.51\|255652;2026-08-31\|7.47\|-1.71\|7.58\|7.58\|7.03\|186343;2026-09-01\|7.34\|-1.74\|7.50\|7.58\|7.23\|144381;2026-09-02\|7.38\|0.55\|7.32\|7.42\|7.25\|102823;2026-09-03\|7.41\|0.41\|7.33\|7.52\|7.31\|88382;2026-09-04\|7.17\|-3.24\|7.40\|7.46\|7.17\|111328;2026-09-07\|7.18\|0.14\|7.06\|7.26\|7.04\|85106;2026-09-08\|7.01\|-2.37\|7.20\|7.27\|6.90\|136284;2026-09-09\|7.06\|0.71\|6.95\|7.15\|6.88\|132236;2026-09-10\|6.89\|-2.41\|7.00\|7.03\|6.85\|100025;2026-09-11\|6.84\|-0.73\|6.70\|6.90\|6.70\|103972;2026-09-14\|6.78\|-0.88\|6.85\|6.88\|6.74\|80720;2026-09-15\|6.70\|-1.18\|6.77\|6.87\|6.68\|72453;2026-09-16\|6.68\|-0.30\|6.56\|6.74\|6.56\|87900;2026-09-17\|6.77\|1.35\|6.63\|6.93\|6.60\|101503;2026-09-18\|6.87\|1.48\|6.84\|6.96\|6.80\|83952;2026-09-21\|6.70\|-2.47\|6.90\|6.90\|6.68\|115500;2026-09-22\|6.42\|-4.18\|6.66\|6.69\|6.42\|154453;2026-09-23\|6.60\|2.80\|6.33\|6.75\|6.18\|196823;2026-09-24\|6.33\|-4.09\|6.55\|6.58\|6.29\|110350;2026-09-28\|6.04\|-4.58\|6.33\|6.40\|6.04\|103880;2026-09-29\|6.18\|2.32\|5.98\|6.31\|5.95\|102131;2026-09-30\|6.34\|2.59\|6.18\|6.41\|6.18\|95622;2026-10-08\|5.90\|-6.94\|6.15\|6.30\|5.75\|173331;2026-10-09\|6.01\|1.86\|5.85\|6.13\|5.57\|167973;2026-10-12\|5.72\|-4.83\|5.97\|5.97\|5.72\|94070;2026-10-13\|5.68\|-0.70\|5.45\|5.77\|5.45\|103383;2026-10-14\|5.60\|-1.41\|5.67\|5.78\|5.57\|86171;2026-10-15\|5.62\|0.36\|5.60\|6.01\|5.56\|161352;2026-10-16\|5.39\|-4.09\|5.58\|5.68\|5.39\|118214;2026-10-19\|5.27\|-2.23\|5.30\|5.42\|5.22\|95293;2026-10-20\|5.31\|0.76\|5.27\|5.39\|5.23\|76020;2026-10-21\|5.39\|1.51\|5.32\|5.48\|5.31\|89270;2026-10-22\|4.85\|-10.02\|5.41\|5.43\|4.85\|219174;2026-10-23\|4.80\|-1.03\|4.66\|4.83\|4.45\|192862;2026-10-26\|4.52\|-5.83\|4.72\|4.79\|4.47\|142949;2026-10-27\|4.97\|9.96\|4.46\|4.97\|4.44\|219177;2026-10-28\|5.17\|4.02\|5.08\|5.28\|4.92\|256503;2026-10-29\|5.63\|8.90\|5.17\|5.68\|5.13\|219736;2026-10-30\|5.07\|-9.95\|5.45\|5.84\|5.07\|258478;2026-11-02\|4.76\|-6.11\|4.90\|5.00\|4.58\|178955;2026-11-03\|4.70\|-1.26\|4.73\|4.86\|4.61\|97364;2026-11-04\|4.70\|0.00\|4.65\|4.78\|4.65\|83555;2026-11-05\|4.69\|-0.21\|4.68\|4.76\|4.66\|82557;2026-11-06\|4.47\|-4.69\|4.57\|4.68\|4.45\|132328
128034		半导体封测+教育+ST板块+国企改革 1、据2026年6月11日公告，公司围绕“稳基础、促转型”战略，重点布局半导体封装测试业务，拟循序渐进向上游及先进封装延伸，但该业务尚未实际开展，仍处于前期筹备阶段，暂未产生收入及利润。 2、据2026年6月18日公告，因2025年度经审计的利润总额、净利润及扣非净利润孰低为负，且营业收入低于3亿元，公司股票已被实施退市风险警示，若2026年度财务数据仍触及退市标准将终止上市。 3、公司属于国有企业，最终控制人为东阳市人民政府国有资产监督管理办公室；据2026年6月11日公告，公司主营业务未发生重大变化，仍为教育业务及不动产运营业务。	公司收到法院出具的《民事裁定书》，裁定撤销此前对公司及两家子公司作出的行为保全措施	2026-06-29\|11.48\|1.50\|11.58\|11.84\|11.05\|208781;2026-06-30\|11.06\|-3.66\|11.41\|11.51\|10.91\|150554;2026-07-01\|11.57\|4.61\|11.00\|11.61\|11.00\|189142;2026-07-02\|11.58\|0.09\|11.34\|12.00\|11.25\|159294;2026-07-03\|12.16\|5.01\|11.33\|12.16\|11.22\|186757;2026-07-06\|10.94\|-10.03\|12.01\|12.01\|10.94\|237930;2026-07-07\|10.68\|-2.38\|10.70\|11.22\|10.46\|108702;2026-07-08\|10.38\|-2.81\|10.51\|10.56\|10.10\|117086;2026-07-09\|10.61\|2.22\|10.33\|10.65\|9.98\|131656;2026-07-10\|10.35\|-2.45\|10.41\|10.75\|10.35\|98595;2026-07-13\|9.59\|-7.34\|10.20\|10.29\|9.56\|116286;2026-07-14\|10.05\|4.80\|9.51\|10.17\|9.51\|112963;2026-07-15\|9.05\|-9.95\|9.05\|9.05\|9.05\|15800;2026-07-16\|8.15\|-9.94\|8.15\|8.15\|8.15\|12333;2026-07-17\|8.97\|10.06\|8.97\|8.97\|8.97\|85670;2026-07-20\|8.89\|-0.89\|9.27\|9.51\|8.34\|237793;2026-07-21\|8.00\|-10.01\|8.42\|8.60\|8.00\|258219;2026-07-22\|7.82\|-2.25\|7.58\|8.12\|7.57\|131543;2026-07-23\|8.04\|2.81\|8.00\|8.39\|7.93\|129414;2026-07-24\|7.84\|-2.49\|7.94\|8.22\|7.77\|78938;2026-07-27\|8.62\|9.95\|8.00\|8.62\|7.89\|137829;2026-07-28\|9.03\|4.76\|8.62\|9.37\|8.62\|143231;2026-07-29\|9.24\|2.33\|9.00\|9.34\|8.91\|98378;2026-07-30\|9.54\|3.25\|9.20\|9.88\|9.14\|130401;2026-07-31\|10.21\|7.02\|9.45\|10.45\|9.24\|133942;2026-08-03\|10.55\|3.33\|10.26\|10.85\|10.10\|112467;2026-08-04\|10.28\|-2.56\|10.38\|10.53\|9.96\|139327;2026-08-05\|10.90\|6.03\|10.35\|11.31\|10.35\|141166;2026-08-06\|11.58\|6.24\|10.80\|11.73\|10.78\|137729;2026-08-07\|11.80\|1.90\|11.58\|12.11\|11.42\|138553;2026-08-10\|11.31\|-4.15\|11.80\|11.87\|11.28\|101860;2026-08-11\|10.18\|-9.99\|11.02\|11.38\|10.18\|196447;2026-08-12\|10.55\|3.63\|10.18\|10.78\|10.10\|130055;2026-08-13\|9.99\|-5.31\|10.65\|10.69\|9.91\|155330;2026-08-14\|10.17\|1.80\|10.10\|10.35\|9.96\|131912;2026-08-17\|10.39\|2.16\|10.35\|10.57\|10.20\|117727;2026-08-18\|10.88\|4.72\|10.42\|10.96\|10.41\|169802;2026-08-19\|10.38\|-4.60\|10.78\|11.05\|10.28\|130315;2026-08-20\|10.21\|-1.64\|10.55\|10.65\|10.13\|111845;2026-08-21\|10.33\|1.18\|10.09\|10.36\|9.83\|105122;2026-08-24\|9.69\|-6.20\|10.02\|10.14\|9.31\|131922;2026-08-25\|9.39\|-3.10\|9.59\|9.67\|9.22\|111671;2026-08-26\|9.43\|0.43\|9.39\|9.55\|9.24\|79217;2026-08-27\|10.37\|9.97\|9.46\|10.37\|9.40\|143146;2026-08-28\|10.00\|-3.57\|10.50\|10.69\|9.98\|138028;2026-08-31\|10.07\|0.70\|10.05\|10.45\|9.93\|120975;2026-09-01\|9.47\|-5.96\|10.00\|10.05\|9.16\|147815;2026-09-02\|10.14\|7.08\|9.27\|10.42\|9.11\|159192;2026-09-03\|9.57\|-5.62\|9.92\|10.11\|9.57\|106705;2026-09-04\|9.46\|-1.15\|9.55\|9.73\|9.46\|77862;2026-09-07\|9.49\|0.32\|9.46\|9.65\|9.30\|56312;2026-09-08\|9.56\|0.74\|9.49\|9.86\|9.42\|84601;2026-09-09\|9.40\|-1.67\|9.56\|9.59\|9.38\|54267;2026-09-10\|9.08\|-3.40\|9.41\|9.45\|9.04\|81390;2026-09-11\|8.82\|-2.86\|9.08\|9.08\|8.77\|80778;2026-09-14\|8.38\|-4.99\|8.66\|8.70\|8.29\|123700;2026-09-15\|8.22\|-1.91\|8.47\|8.52\|8.13\|83812;2026-09-16\|8.19\|-0.36\|8.10\|8.29\|8.03\|73062;2026-09-17\|8.29\|1.22\|8.25\|8.58\|8.20\|89629;2026-09-18\|9.11\|9.89\|8.30\|9.12\|8.22\|186181;2026-09-21\|9.31\|2.20\|8.79\|9.44\|8.78\|144124;2026-09-22\|9.31\|0.00\|9.31\|9.50\|9.14\|102280;2026-09-23\|9.29\|-0.21\|9.02\|9.48\|8.90\|103343;2026-09-24\|8.91\|-4.09\|9.23\|9.36\|8.90\|62954;2026-09-28\|8.52\|-4.38\|8.92\|8.92\|8.47\|77507;2026-09-29\|8.41\|-1.29\|8.48\|8.65\|8.41\|54823;2026-09-30\|8.55\|1.66\|8.54\|8.68\|8.45\|63215;2026-10-08\|8.76\|2.46\|8.58\|8.93\|8.49\|70449;2026-10-09\|8.79\|0.34\|8.71\|8.88\|8.40\|63717;2026-10-12\|8.76\|-0.34\|8.82\|8.96\|8.68\|38862;2026-10-13\|8.42\|-3.88\|8.47\|8.63\|8.30\|54210;2026-10-14\|8.00\|-4.99\|8.33\|8.47\|7.95\|65300;2026-10-15\|7.49\|-6.38\|7.28\|7.74\|7.28\|71372;2026-10-16\|6.96\|-7.08\|7.50\|7.68\|6.96\|98776;2026-10-19\|7.07\|1.58\|6.80\|7.17\|6.65\|84364;2026-10-20\|7.18\|1.56\|7.18\|7.45\|6.95\|74921;2026-10-21\|7.06\|-1.67\|7.14\|7.29\|7.02\|57400;2026-10-22\|6.55\|-7.22\|7.02\|7.09\|6.55\|68095;2026-10-23\|6.50\|-0.76\|6.31\|6.58\|6.15\|93178;2026-10-26\|6.43\|-1.08\|6.50\|6.54\|6.27\|50698;2026-10-27\|6.14\|-4.51\|6.51\|6.57\|6.13\|53657;2026-10-28\|6.09\|-0.81\|6.15\|6.32\|6.03\|83224;2026-10-29\|6.25\|2.63\|6.09\|6.65\|6.06\|128264;2026-10-30\|6.30\|0.80\|6.19\|6.50\|6.10\|85949;2026-11-02\|6.57\|4.29\|6.55\|6.63\|6.28\|94842;2026-11-03\|6.55\|-0.30\|6.55\|6.80\|6.52\|76441;2026-11-04\|6.29\|-3.97\|6.55\|6.65\|6.12\|118176;2026-11-05\|6.35\|0.95\|6.20\|6.47\|6.15\|79359;2026-11-06\|6.23\|-1.89\|6.22\|6.33\|6.18\|48846
128033	多家券商上半年业绩大增		国内经营经验丰富的金融信息服务提供商之一，子公司网信证券名称将变更为麦高证券	2026-06-29\|90.97\|-4.03\|94.97\|96.02\|90.51\|268725;2026-06-30\|91.67\|0.77\|91.69\|92.25\|89.45\|212688;2026-07-01\|96.42\|5.18\|91.00\|99.50\|90.15\|439280;2026-07-02\|88.99\|-7.71\|94.98\|97.47\|88.69\|315584;2026-07-03\|87.54\|-1.63\|89.93\|90.87\|87.54\|198211;2026-07-06\|85.00\|-2.90\|88.92\|89.57\|84.88\|173049;2026-07-07\|82.49\|-2.95\|84.50\|85.18\|82.00\|140140;2026-07-08\|79.97\|-3.05\|82.21\|82.99\|79.88\|173396;2026-07-09\|83.78\|4.76\|80.11\|83.86\|79.80\|224165;2026-07-10\|81.31\|-2.95\|83.00\|84.19\|81.27\|185518;2026-07-13\|78.30\|-3.70\|80.87\|81.17\|78.25\|170493;2026-07-14\|79.10\|1.02\|78.30\|79.55\|75.70\|168709;2026-07-15\|80.78\|2.12\|78.16\|82.88\|78.07\|217249;2026-07-16\|79.51\|-1.57\|79.40\|81.00\|78.28\|151551;2026-07-17\|79.98\|0.59\|80.07\|83.00\|79.61\|283557;2026-07-20\|82.97\|3.74\|80.00\|84.02\|79.99\|241990;2026-07-21\|84.00\|1.24\|83.54\|84.93\|80.51\|275444;2026-07-22\|81.06\|-3.50\|83.00\|83.00\|81.00\|186130;2026-07-23\|80.88\|-0.22\|80.60\|82.31\|79.45\|137158;2026-07-24\|73.96\|-8.56\|80.00\|80.00\|73.96\|218612;2026-07-27\|75.53\|2.12\|73.96\|76.34\|73.50\|150964;2026-07-28\|73.91\|-2.14\|74.30\|75.55\|73.80\|114206;2026-07-29\|80.43\|8.82\|74.00\|82.02\|72.51\|313165;2026-07-30\|79.80\|-0.78\|79.61\|82.00\|79.20\|196376;2026-07-31\|82.41\|3.27\|79.11\|85.20\|78.92\|289437;2026-08-03\|82.25\|-0.19\|81.67\|82.99\|80.16\|163620;2026-08-04\|83.16\|1.11\|83.20\|83.85\|82.00\|153625;2026-08-05\|85.16\|2.40\|83.49\|86.25\|82.56\|236516;2026-08-06\|84.34\|-0.96\|83.81\|86.56\|83.42\|176137;2026-08-07\|84.00\|-0.40\|83.97\|84.54\|82.39\|159847;2026-08-10\|83.93\|-0.08\|84.01\|85.50\|83.00\|126605;2026-08-11\|84.14\|0.25\|83.33\|85.37\|82.97\|137047;2026-08-12\|84.78\|0.76\|84.00\|85.36\|83.50\|120278;2026-08-13\|84.18\|-0.71\|84.90\|87.11\|84.18\|211432;2026-08-14\|83.46\|-0.86\|84.00\|85.29\|82.53\|129679;2026-08-17\|84.83\|1.64\|83.30\|84.87\|82.00\|121147;2026-08-18\|83.03\|-2.12\|84.44\|84.46\|81.75\|140829;2026-08-19\|79.27\|-4.53\|82.07\|82.70\|79.23\|132595;2026-08-20\|79.32\|0.06\|80.30\|80.46\|78.50\|91867;2026-08-21\|81.88\|3.23\|79.00\|82.52\|78.36\|162209;2026-08-24\|80.26\|-1.98\|81.69\|82.45\|79.60\|105161;2026-08-25\|79.86\|-0.50\|80.00\|80.80\|79.28\|89375;2026-08-26\|83.18\|4.16\|80.10\|85.40\|79.37\|278123;2026-08-27\|87.45\|5.13\|81.80\|87.81\|81.80\|384196;2026-08-28\|86.18\|-1.45\|86.20\|88.20\|85.33\|241041;2026-08-31\|85.29\|-1.03\|85.60\|86.17\|82.81\|191593;2026-09-01\|86.55\|1.48\|85.29\|88.18\|84.57\|222308;2026-09-02\|84.16\|-2.76\|85.20\|85.89\|83.66\|139493;2026-09-03\|85.66\|1.78\|85.00\|88.81\|84.00\|244760;2026-09-04\|88.09\|2.84\|86.50\|90.57\|85.99\|354628;2026-09-07\|84.95\|-3.56\|88.11\|88.65\|84.56\|249033;2026-09-08\|84.60\|-0.41\|84.91\|86.44\|84.14\|145542;2026-09-09\|84.24\|-0.43\|84.61\|85.06\|83.81\|112181;2026-09-10\|84.72\|0.57\|83.90\|86.29\|83.00\|151712;2026-09-11\|79.32\|-6.37\|82.80\|83.18\|79.08\|207731;2026-09-14\|78.37\|-1.20\|78.99\|79.68\|78.35\|100867;2026-09-15\|77.15\|-1.56\|79.25\|79.29\|77.10\|96641;2026-09-16\|80.70\|4.60\|77.11\|81.70\|76.70\|173239;2026-09-17\|79.06\|-2.03\|80.00\|80.90\|78.93\|99702;2026-09-18\|82.00\|3.72\|80.18\|82.61\|79.91\|164571;2026-09-21\|82.45\|0.55\|82.00\|83.05\|81.54\|124498;2026-09-22\|57.86\|1.76\|57.00\|58.49\|56.65\|249365;2026-09-23\|58.25\|0.67\|58.18\|59.11\|57.22\|194282;2026-09-24\|56.50\|-3.00\|58.20\|58.25\|56.46\|157123;2026-09-28\|53.97\|-4.48\|56.10\|56.45\|53.61\|160658;2026-09-29\|54.62\|1.20\|53.70\|54.98\|53.70\|113039;2026-09-30\|53.03\|-2.91\|54.83\|55.17\|52.53\|146732;2026-10-08\|51.24\|-3.38\|52.89\|53.59\|50.93\|153312;2026-10-09\|53.28\|3.98\|51.24\|53.64\|49.10\|305478;2026-10-12\|52.21\|-2.01\|52.74\|53.66\|52.07\|139521;2026-10-13\|52.95\|1.42\|51.45\|54.50\|51.30\|242059;2026-10-14\|52.04\|-1.72\|52.58\|53.17\|51.82\|123893;2026-10-15\|53.16\|2.15\|51.66\|54.08\|51.01\|284292;2026-10-16\|53.26\|0.19\|53.10\|54.03\|52.18\|212155;2026-10-19\|52.04\|-2.29\|52.76\|53.17\|51.98\|147472;2026-10-20\|51.87\|-0.33\|51.80\|52.97\|50.74\|167751;2026-10-21\|51.18\|-1.33\|51.98\|52.67\|51.03\|131533;2026-10-22\|50.25\|-1.82\|51.40\|52.07\|50.25\|159744;2026-10-23\|53.29\|6.05\|49.19\|53.78\|47.78\|399479;2026-10-26\|51.97\|-2.48\|52.82\|53.10\|51.80\|191028;2026-10-27\|48.38\|-6.91\|52.18\|52.43\|48.18\|241387;2026-10-28\|48.60\|0.45\|48.95\|49.55\|48.06\|167495;2026-10-29\|46.81\|-3.68\|48.20\|49.25\|46.74\|201569;2026-10-30\|38.21\|-18.37\|43.72\|45.21\|37.45\|509822;2026-11-02\|44.32\|15.99\|38.33\|45.43\|37.79\|565661;2026-11-03\|44.90\|1.31\|43.36\|46.63\|43.01\|463464;2026-11-04\|49.19\|9.55\|44.76\|51.20\|43.28\|556449;2026-11-05\|45.59\|-7.32\|47.77\|48.47\|45.30\|525659;2026-11-06\|44.08\|-3.31\|44.90\|46.19\|44.01\|281752
128032	英伟达业绩超预期	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|258.03\|-0.18\|270.00\|270.88\|256.13\|300596;2026-09-10\|269.00\|4.25\|253.92\|276.99\|253.07\|509837;2026-09-11\|261.96\|-2.62\|264.00\|270.89\|254.60\|455444;2026-09-14\|256.96\|-1.91\|254.65\|267.58\|250.01\|326583;2026-09-15\|257.38\|0.16\|255.53\|263.98\|248.60\|316629;2026-09-16\|268.99\|4.51\|258.61\|273.95\|256.93\|429877;2026-09-17\|277.65\|3.41\|268.54\|282.60\|268.54\|456352;2026-09-18\|284.66\|2.52\|283.67\|292.07\|278.68\|456069;2026-09-21\|279.26\|-1.90\|286.17\|290.95\|276.88\|343928;2026-09-22\|275.84\|-1.22\|284.93\|284.93\|275.00\|286361;2026-09-23\|275.40\|-0.16\|277.00\|281.00\|271.30\|236256;2026-09-24\|267.93\|-2.71\|273.22\|274.67\|265.22\|220605;2026-09-28\|244.80\|-8.63\|262.50\|264.00\|243.00\|335954;2026-09-29\|255.99\|4.57\|245.20\|258.00\|242.16\|291467;2026-09-30\|260.77\|1.87\|256.01\|266.85\|253.16\|294324;2026-10-08\|235.07\|-9.86\|259.22\|259.80\|230.78\|408707;2026-10-09\|235.04\|-0.01\|227.79\|237.87\|223.80\|322226;2026-10-12\|229.54\|-2.34\|232.00\|244.84\|229.00\|275353;2026-10-13\|246.70\|7.48\|218.46\|250.00\|217.01\|418887;2026-10-14\|229.00\|-7.17\|244.07\|245.45\|228.00\|295021;2026-10-15\|223.33\|-2.48\|221.01\|229.73\|218.00\|296215;2026-10-16\|212.80\|-4.71\|228.00\|230.03\|209.23\|333298;2026-10-19\|203.30\|-4.46\|210.88\|214.00\|199.00\|285687;2026-10-20\|204.54\|0.61\|201.60\|209.47\|197.68\|251840;2026-10-21\|214.98\|5.10\|208.00\|220.50\|208.00\|332277;2026-10-22\|197.00\|-8.36\|217.00\|218.68\|197.00\|330225;2026-10-23\|200.81\|1.93\|194.99\|202.31\|181.50\|441523;2026-10-26\|196.98\|-1.91\|193.01\|202.60\|185.12\|336556;2026-10-27\|188.62\|-4.24\|203.00\|204.00\|188.50\|288507;2026-10-28\|201.43\|6.79\|198.19\|201.90\|192.71\|372345;2026-10-29\|161.60\|-19.77\|191.00\|192.00\|161.14\|738565;2026-10-30\|148.00\|-8.42\|144.00\|158.82\|144.00\|465177;2026-11-02\|141.75\|-4.22\|150.02\|151.99\|140.38\|491745;2026-11-03\|123.61\|-12.80\|135.37\|136.75\|122.88\|663523;2026-11-04\|136.00\|10.02\|123.65\|138.00\|119.13\|736013;2026-11-05\|129.50\|-4.78\|128.20\|134.89\|126.01\|584959;2026-11-06\|122.00\|-5.79\|116.28\|125.86\|113.36\|532610
128031	龙头上半年业绩大增	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品	2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304;2026-07-27\|238.66\|3.76\|228.51\|238.66\|227.10\|215995;2026-07-28\|210.18\|-11.93\|226.72\|230.40\|209.00\|351639;2026-07-29\|201.61\|-4.08\|212.94\|214.00\|191.00\|434334;2026-07-30\|180.36\|-10.54\|198.81\|200.48\|177.88\|485051;2026-07-31\|190.40\|5.57\|202.56\|204.75\|190.30\|416082;2026-08-03\|189.30\|-0.58\|191.06\|193.69\|187.19\|257337;2026-08-04\|201.80\|6.60\|192.50\|203.99\|191.20\|414577;2026-08-05\|236.35\|17.12\|191.10\|242.00\|191.03\|740461;2026-08-06\|250.15\|5.84\|228.01\|260.53\|227.00\|724139;2026-08-07\|280.20\|12.01\|256.00\|286.15\|255.90\|725499;2026-08-10\|286.00\|2.07\|280.30\|286.00\|274.79\|605447;2026-08-11\|274.53\|-4.01\|280.00\|282.77\|272.00\|426629;2026-08-12\|279.39\|1.77\|276.00\|281.60\|272.00\|397808;2026-08-13\|271.30\|-2.90\|286.00\|287.68\|271.20\|522047;2026-08-14\|269.33\|-0.73\|273.61\|275.00\|265.19\|343269;2026-08-17\|276.00\|2.48\|269.35\|278.27\|263.78\|415685;2026-08-18\|269.40\|-2.39\|274.61\|278.29\|265.01\|314617;2026-08-19\|245.38\|-8.92\|256.05\|263.63\|243.55\|365085;2026-08-20\|253.45\|3.29\|250.00\|261.88\|246.01\|295251;2026-08-21\|253.74\|0.11\|251.01\|257.00\|248.51\|228567;2026-08-24\|245.00\|-3.44\|254.12\|256.30\|237.07\|251811;2026-08-25\|244.99\|-0.00\|240.00\|249.55\|237.10\|210253;2026-08-26\|249.44\|1.82\|246.93\|253.00\|244.00\|247545;2026-08-27\|263.05\|5.46\|257.04\|264.94\|252.11\|393612;2026-08-28\|241.60\|-8.15\|255.68\|258.47\|241.49\|572833;2026-08-31\|243.14\|0.64\|232.00\|244.85\|230.09\|305538;2026-09-01\|232.98\|-4.18\|241.01\|242.11\|232.04\|236365;2026-09-02\|225.18\|-3.35\|229.00\|231.33\|224.04\|230484;2026-09-03\|222.50\|-1.19\|229.00\|229.99\|219.88\|199654;2026-09-04\|219.50\|-1.35\|225.81\|230.66\|217.44\|214439;2026-09-07\|233.46\|6.36\|224.83\|235.38\|223.20\|319768;2026-09-08\|229.01\|-1.91\|232.00\|237.88\|227.91\|268089;2026-09-09\|233.51\|1.97\|233.90\|239.20\|230.63\|268259;2026-09-10\|229.95\|-1.52\|229.33\|234.57\|228.51\|177157;2026-09-11\|228.99\|-0.42\|226.92\|230.50\|221.00\|234440;2026-09-14\|225.00\|-1.74\|223.00\|228.30\|220.31\|157302;2026-09-15\|226.06\|0.47\|225.98\|233.15\|224.00\|209125;2026-09-16\|230.36\|1.90\|228.00\|233.00\|223.17\|274350;2026-09-17\|222.90\|-3.24\|229.50\|231.37\|222.58\|286438;2026-09-18\|227.05\|1.86\|228.66\|231.39\|223.16\|307661;2026-09-21\|248.00\|9.23\|232.23\|248.50\|229.60\|621210;2026-09-22\|242.10\|-2.38\|251.00\|252.00\|240.62\|469965;2026-09-23\|244.30\|0.91\|244.77\|249.90\|241.01\|314697;2026-09-24\|232.69\|-4.75\|241.00\|242.60\|232.61\|254955;2026-09-28\|213.50\|-8.25\|231.00\|231.49\|213.29\|271965;2026-09-29\|216.76\|1.53\|214.00\|219.30\|212.27\|180308;2026-09-30\|210.30\|-2.98\|217.66\|219.29\|208.43\|195198;2026-10-08\|206.23\|-1.94\|212.01\|218.50\|203.30\|218727;2026-10-09\|202.69\|-1.72\|204.00\|204.99\|190.05\|270229;2026-10-12\|196.78\|-2.92\|199.80\|203.93\|196.00\|159347;2026-10-13\|199.10\|1.18\|187.05\|202.78\|184.88\|259604;2026-10-14\|195.16\|-1.98\|199.11\|205.55\|194.90\|189083;2026-10-15\|186.00\|-4.69\|187.07\|192.88\|183.80\|268785;2026-10-16\|182.00\|-2.15\|191.00\|192.00\|180.25\|211852;2026-10-19\|176.85\|-2.83\|182.88\|183.82\|169.69\|243923;2026-10-20\|184.70\|4.44\|176.99\|192.50\|174.97\|290410;2026-10-21\|187.87\|1.72\|191.38\|192.86\|186.03\|231470;2026-10-22\|177.99\|-5.26\|187.88\|189.57\|177.99\|221357;2026-10-23\|183.48\|3.08\|172.10\|183.97\|166.00\|325687;2026-10-26\|188.01\|2.47\|180.00\|193.58\|177.60\|316703;2026-10-27\|174.09\|-7.40\|190.00\|190.90\|173.94\|251811;2026-10-28\|180.31\|3.57\|178.00\|182.97\|175.51\|233717;2026-10-29\|160.38\|-11.05\|177.01\|177.60\|160.30\|306690;2026-10-30\|139.04\|-13.31\|140.00\|152.00\|136.99\|604193;2026-11-02\|135.02\|-2.89\|139.71\|141.82\|129.58\|491131;2026-11-03\|122.71\|-9.12\|132.00\|134.99\|121.65\|456393;2026-11-04\|135.24\|10.21\|125.77\|135.99\|118.67\|539878;2026-11-05\|135.00\|-0.18\|128.01\|139.30\|128.01\|427765;2026-11-06\|124.31\|-7.92\|122.40\|126.80\|119.00\|381294
128030	智谱新模型请求流量全部由国产芯片提供算力支持	碳化硅+IDM龙头+AI算力电源行业原因： 1、据证券时报6月28日报道，宏微科技近期已启动年内第二轮产品价格调整，全球龙头英飞凌亦将于7月1日起二次提价，功率半导体行业迎来新一轮涨价潮。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年6月12日互动易，士兰明镓6英寸SiC产线月产能达10000片，士兰集宏8英寸SiC产线月产能达5000片；基于自主研发的Ⅱ代SiC MOSFET芯片生产的电动汽车主电机驱动模块出货量累计超20万颗，第Ⅳ代SiC芯片与模块已完成客户评测并开始批量交付。 2、据2026年4月25日年报，公司Ⅱ代SiC-MOSFET已应用于AI算力中心电源上并实现大批量出货；公司应用于服务器的DrMOS电路、Efuse电路等已在客户端测试或已导入量产。 3、据2026年4月30日一季报，公司2026年一季度实现营收35.19亿元，同比增长17.31%，归母净利润2.09亿元，同比增长40.57%。	公司拟200亿元投建12英寸高端模拟芯片生产线项目	2026-06-29\|52.59\|4.39\|52.89\|55.42\|50.85\|2584855;2026-06-30\|54.66\|3.94\|53.50\|55.23\|50.40\|2212973;2026-07-01\|53.15\|-2.76\|55.56\|57.10\|52.41\|1869084;2026-07-02\|50.50\|-4.99\|50.00\|53.48\|47.84\|1600826;2026-07-03\|47.25\|-6.44\|49.98\|50.89\|47.20\|1352837;2026-07-06\|46.62\|-1.33\|47.98\|48.57\|45.28\|1140828;2026-07-07\|47.29\|1.44\|45.91\|48.49\|45.70\|1086236;2026-07-08\|46.21\|-2.28\|47.30\|48.63\|43.77\|1105137;2026-07-09\|48.40\|4.74\|47.08\|48.46\|45.46\|1487720;2026-07-10\|44.51\|-8.04\|48.89\|49.96\|44.32\|1857332;2026-07-13\|41.93\|-5.80\|43.78\|45.79\|41.58\|1244445;2026-07-14\|41.80\|-0.31\|41.50\|42.28\|39.33\|1019230;2026-07-15\|38.57\|-7.73\|42.00\|42.22\|38.49\|964898;2026-07-16\|36.22\|-6.09\|37.84\|38.88\|35.88\|944532;2026-07-17\|33.19\|-8.37\|36.10\|36.21\|32.85\|973000;2026-07-20\|29.88\|-9.76\|33.78\|33.99\|29.80\|1108127;2026-07-21\|32.87\|10.01\|30.48\|32.87\|27.85\|1345327;2026-07-22\|33.19\|0.97\|32.87\|35.16\|32.86\|1518276;2026-07-23\|32.22\|-2.92\|33.72\|33.80\|31.74\|876436;2026-07-24\|31.57\|-2.02\|31.55\|32.71\|31.10\|704608;2026-07-27\|32.33\|2.41\|31.30\|32.33\|30.62\|684116;2026-07-28\|30.17\|-6.68\|31.40\|32.28\|29.90\|722424;2026-07-29\|29.90\|-0.89\|30.19\|30.48\|28.44\|886091;2026-07-30\|27.77\|-7.12\|29.51\|29.80\|27.42\|964574;2026-07-31\|28.26\|1.76\|29.60\|29.80\|28.21\|1077183;2026-08-03\|27.45\|-2.87\|27.90\|28.28\|27.39\|802317;2026-08-04\|29.12\|6.08\|27.70\|29.36\|27.61\|994920;2026-08-05\|30.62\|5.15\|29.00\|30.96\|28.98\|1148286;2026-08-06\|31.16\|1.76\|29.90\|31.70\|29.80\|1022784;2026-08-07\|32.55\|4.46\|31.10\|32.62\|30.90\|1078342;2026-08-10\|32.17\|-1.17\|32.55\|32.98\|31.36\|809581;2026-08-11\|32.05\|-0.37\|31.81\|33.05\|31.80\|723556;2026-08-12\|32.85\|2.50\|32.05\|33.17\|31.97\|695906;2026-08-13\|32.28\|-1.74\|33.39\|33.92\|32.19\|914841;2026-08-14\|32.75\|1.46\|32.71\|32.93\|31.98\|656533;2026-08-17\|34.05\|3.97\|32.75\|34.10\|32.62\|821119;2026-08-18\|34.88\|2.44\|34.13\|35.42\|33.75\|1205892;2026-08-19\|34.49\|-1.12\|33.59\|36.60\|33.58\|2019166;2026-08-20\|32.63\|-5.39\|34.49\|34.77\|32.17\|1558757;2026-08-21\|35.89\|9.99\|32.22\|35.89\|32.22\|771005;2026-08-24\|35.56\|-0.92\|36.25\|37.43\|34.67\|2603891;2026-08-25\|34.32\|-3.49\|34.18\|35.16\|33.05\|1746952;2026-08-26\|33.07\|-3.64\|34.32\|34.32\|32.53\|1410235;2026-08-27\|34.88\|5.47\|33.19\|34.99\|32.75\|1549049;2026-08-28\|34.17\|-2.04\|34.30\|35.62\|34.15\|1265618;2026-08-31\|34.16\|-0.03\|32.88\|34.33\|32.76\|1052591;2026-09-01\|32.35\|-5.30\|34.00\|34.05\|32.35\|1096380;2026-09-02\|31.00\|-4.17\|31.51\|31.67\|30.86\|888394;2026-09-03\|31.23\|0.74\|31.40\|31.53\|30.87\|648544;2026-09-04\|30.34\|-2.85\|31.42\|31.76\|30.01\|752301;2026-09-07\|30.96\|2.04\|30.76\|31.21\|30.44\|577484;2026-09-08\|30.36\|-1.94\|30.80\|31.09\|30.30\|625481;2026-09-09\|30.27\|-0.30\|30.57\|31.03\|30.08\|482561;2026-09-10\|30.24\|-0.10\|30.00\|30.63\|29.80\|445553;2026-09-11\|30.07\|-0.56\|29.75\|30.17\|29.00\|616405;2026-09-14\|29.85\|-0.73\|29.65\|30.20\|29.31\|373474;2026-09-15\|30.04\|0.64\|29.51\|30.46\|29.51\|461589;2026-09-16\|31.34\|4.33\|30.00\|31.46\|29.82\|898402;2026-09-17\|31.99\|2.07\|31.00\|32.68\|31.00\|991117;2026-09-18\|32.77\|2.44\|32.50\|33.30\|31.77\|1111261;2026-09-21\|33.27\|1.53\|33.13\|34.00\|32.91\|1019942;2026-09-22\|33.40\|0.39\|33.85\|34.47\|33.21\|951527;2026-09-23\|33.67\|0.81\|33.53\|33.89\|32.90\|682969;2026-09-24\|32.72\|-2.82\|33.35\|33.58\|32.70\|488658;2026-09-28\|31.40\|-4.03\|32.68\|32.69\|31.27\|535880;2026-09-29\|31.84\|1.40\|31.40\|32.44\|31.06\|501170;2026-09-30\|30.75\|-3.42\|32.29\|32.30\|30.69\|420988;2026-10-08\|29.64\|-3.61\|30.90\|31.70\|29.39\|555388;2026-10-09\|29.09\|-1.86\|29.20\|29.52\|27.80\|671117;2026-10-12\|27.85\|-4.26\|28.76\|28.84\|27.80\|468803;2026-10-13\|27.75\|-0.36\|27.35\|28.11\|26.54\|547591;2026-10-14\|26.83\|-3.32\|27.52\|27.77\|26.80\|350416;2026-10-15\|25.95\|-3.28\|25.91\|26.33\|25.65\|528355;2026-10-16\|25.65\|-1.16\|26.38\|26.50\|25.38\|453012;2026-10-19\|25.50\|-0.58\|25.36\|25.77\|24.88\|436500;2026-10-20\|25.91\|1.61\|25.35\|26.27\|25.31\|474681;2026-10-21\|25.81\|-0.39\|26.10\|26.38\|25.70\|420307;2026-10-22\|25.65\|-0.62\|25.85\|26.30\|25.24\|557537;2026-10-23\|26.28\|2.46\|24.91\|26.40\|24.29\|652151;2026-10-26\|24.95\|-5.06\|25.88\|25.88\|24.90\|516473;2026-10-27\|24.11\|-3.37\|25.31\|25.41\|24.11\|384430;2026-10-28\|25.07\|3.98\|24.56\|25.28\|24.37\|496880;2026-10-29\|24.18\|-3.55\|24.76\|24.88\|24.17\|400857;2026-10-30\|22.88\|-5.38\|23.50\|24.21\|22.81\|505625;2026-11-02\|23.14\|1.14\|23.30\|23.46\|22.51\|483955;2026-11-03\|22.39\|-3.24\|22.80\|23.27\|22.22\|503234;2026-11-04\|24.19\|8.04\|22.50\|24.25\|22.35\|711080;2026-11-05\|24.56\|1.53\|23.60\|25.07\|23.56\|707158;2026-11-06\|23.77\|-3.22\|23.40\|24.24\|23.21\|451768
128029	莫德纳&默沙东宣布全球首个mRNA癌症疫苗三期成功	涨停揭秘：26价肺炎疫苗启动海外临床，多联多价疫苗平台价值获重估；涨停缘由：26价肺炎球菌结合疫苗在澳大利亚开展Ⅰ期临床，拓展全球高端疫苗市场空间；资金逻辑：疫苗板块低位反弹，该股获北向资金连续三日净买入，机构调研热度上升；风险提示：海外临床进展存在不确定性，后续数据读出时间及监管审批节奏影响股价弹性	26价肺炎球菌结合疫苗于澳大利亚启动Ⅰ期临床试验	2026-06-29\|12.02\|5.62\|11.37\|12.04\|11.07\|388561;2026-06-30\|11.69\|-2.75\|11.88\|11.98\|11.57\|259206;2026-07-01\|12.37\|5.82\|11.68\|12.40\|11.48\|379607;2026-07-02\|12.17\|-1.62\|12.33\|12.59\|12.16\|298667;2026-07-03\|12.17\|0.00\|12.22\|12.45\|11.99\|251775;2026-07-06\|12.22\|0.41\|12.12\|12.45\|12.06\|283692;2026-07-07\|11.61\|-4.99\|12.01\|12.03\|11.59\|237619;2026-07-08\|11.43\|-1.55\|11.66\|11.78\|11.40\|179409;2026-07-09\|11.37\|-0.52\|11.38\|11.67\|11.18\|200844;2026-07-10\|12.17\|7.04\|11.36\|12.34\|11.16\|440905;2026-07-13\|11.90\|-2.22\|12.16\|12.33\|11.85\|279072;2026-07-14\|12.06\|1.34\|11.89\|12.24\|11.73\|253978;2026-07-15\|12.48\|3.48\|12.00\|12.65\|11.90\|411247;2026-07-16\|12.96\|3.85\|12.40\|13.11\|12.28\|458431;2026-07-17\|12.27\|-5.32\|12.82\|12.95\|12.22\|365585;2026-07-20\|12.76\|3.99\|12.27\|12.76\|12.14\|315924;2026-07-21\|12.90\|1.10\|12.64\|13.56\|12.55\|461266;2026-07-22\|12.95\|0.39\|12.70\|13.15\|12.59\|300212;2026-07-23\|12.68\|-2.08\|12.70\|12.83\|12.55\|238376;2026-07-24\|12.13\|-4.34\|12.60\|12.70\|12.13\|211590;2026-07-27\|12.48\|2.89\|12.11\|12.50\|12.04\|189781;2026-07-28\|12.52\|0.32\|12.50\|12.73\|12.45\|186706;2026-07-29\|12.63\|0.88\|12.49\|12.79\|12.49\|213609;2026-07-30\|12.90\|2.14\|12.54\|13.08\|12.53\|285382;2026-07-31\|13.04\|1.09\|12.78\|13.09\|12.76\|246182;2026-08-03\|13.23\|1.46\|13.06\|13.23\|12.90\|197407;2026-08-04\|13.21\|-0.15\|13.28\|13.36\|13.08\|236134;2026-08-05\|13.15\|-0.45\|13.20\|13.38\|13.08\|238755;2026-08-06\|12.80\|-2.66\|13.10\|13.12\|12.72\|246734;2026-08-07\|13.48\|5.31\|12.82\|13.48\|12.71\|423550;2026-08-10\|13.35\|-0.96\|13.37\|13.62\|13.24\|309401;2026-08-11\|13.33\|-0.15\|13.32\|13.62\|13.21\|299575;2026-08-12\|13.16\|-1.28\|13.21\|13.52\|13.11\|248701;2026-08-13\|13.22\|0.46\|13.06\|13.46\|12.94\|394025;2026-08-14\|13.06\|-1.21\|13.10\|13.31\|12.90\|277344;2026-08-17\|12.89\|-1.30\|13.02\|13.07\|12.70\|228207;2026-08-18\|12.48\|-3.18\|12.63\|12.84\|12.45\|298115;2026-08-19\|12.07\|-3.29\|12.42\|12.52\|12.03\|225125;2026-08-20\|14.48\|19.97\|14.47\|14.48\|14.46\|616556;2026-08-21\|13.90\|-4.01\|13.40\|14.46\|13.20\|1115351;2026-08-24\|12.83\|-7.70\|13.76\|13.98\|12.80\|608711;2026-08-25\|13.04\|1.64\|12.79\|13.10\|12.56\|475629;2026-08-26\|14.17\|8.67\|13.16\|15.19\|13.13\|1064846;2026-08-27\|15.00\|5.86\|14.20\|15.38\|13.76\|1164041;2026-08-28\|14.20\|-5.33\|14.77\|14.90\|14.20\|699120;2026-08-31\|13.66\|-3.80\|13.90\|14.04\|13.62\|562019;2026-09-01\|14.12\|3.37\|13.58\|14.20\|13.56\|608800;2026-09-02\|13.64\|-3.40\|14.29\|14.29\|13.60\|444939;2026-09-03\|13.73\|0.66\|13.68\|13.92\|13.40\|370579;2026-09-04\|13.25\|-3.50\|13.64\|13.69\|13.24\|404553;2026-09-07\|13.28\|0.23\|13.13\|13.30\|13.11\|212041;2026-09-08\|13.51\|1.73\|13.26\|13.59\|13.16\|323544;2026-09-09\|13.20\|-2.29\|13.39\|13.40\|13.20\|223238;2026-09-10\|12.76\|-3.33\|13.10\|13.16\|12.76\|262709;2026-09-11\|12.61\|-1.18\|12.71\|12.85\|12.27\|335893;2026-09-14\|12.51\|-0.79\|12.48\|12.65\|12.32\|210711;2026-09-15\|12.21\|-2.40\|12.45\|12.50\|12.20\|179330;2026-09-16\|12.33\|0.98\|12.32\|12.40\|12.21\|152887;2026-09-17\|12.35\|0.16\|12.27\|12.58\|12.23\|202518;2026-09-18\|12.75\|3.24\|12.45\|12.85\|12.43\|289801;2026-09-21\|13.00\|1.96\|12.75\|13.13\|12.70\|320915;2026-09-22\|13.35\|2.69\|12.97\|13.54\|12.91\|421707;2026-09-23\|13.44\|0.67\|13.34\|13.73\|13.29\|422793;2026-09-24\|13.01\|-3.20\|13.33\|13.45\|13.00\|306817;2026-09-28\|12.93\|-0.61\|13.19\|13.20\|12.87\|217788;2026-09-29\|13.08\|1.16\|12.90\|13.24\|12.79\|291952;2026-09-30\|13.98\|6.88\|13.05\|14.20\|12.98\|718665;2026-10-08\|13.59\|-2.79\|14.18\|14.25\|13.44\|478447;2026-10-09\|13.70\|0.81\|13.58\|13.76\|13.14\|369809;2026-10-12\|13.28\|-3.07\|13.75\|13.84\|13.24\|256764;2026-10-13\|13.01\|-2.03\|13.10\|13.20\|12.85\|262896;2026-10-14\|12.75\|-2.00\|12.98\|12.98\|12.70\|177887;2026-10-15\|12.69\|-0.47\|12.58\|12.98\|12.51\|245401;2026-10-16\|12.57\|-0.95\|12.80\|13.08\|12.52\|243549;2026-10-19\|12.48\|-0.72\|12.46\|12.68\|12.41\|157404;2026-10-20\|12.50\|0.16\|12.50\|12.66\|12.36\|180261;2026-10-21\|12.74\|1.92\|12.62\|12.84\|12.60\|195133;2026-10-22\|12.43\|-2.43\|12.69\|12.89\|12.42\|211655;2026-10-23\|12.87\|3.54\|12.30\|12.89\|12.28\|259404;2026-10-26\|13.05\|1.40\|12.75\|13.08\|12.75\|230378;2026-10-27\|13.20\|1.15\|13.20\|13.41\|13.12\|323058;2026-10-28\|12.99\|-1.59\|13.29\|13.37\|12.86\|229914;2026-10-29\|12.88\|-0.85\|12.94\|13.08\|12.77\|179597;2026-10-30\|13.49\|4.74\|12.96\|13.75\|12.88\|522234;2026-11-02\|13.87\|2.82\|13.48\|13.97\|13.27\|426830;2026-11-03\|14.56\|4.97\|13.82\|14.73\|13.72\|628243;2026-11-04\|14.74\|1.24\|14.59\|14.79\|14.38\|467571;2026-11-05\|14.94\|1.36\|14.74\|15.09\|14.58\|351108;2026-11-06\|14.91\|-0.20\|14.74\|15.29\|14.61\|372732
128028	小鹏机器人业务完成首轮超9亿美元融资	线性驱动器项目+液压油缸+分红 1、据2026年4月28日《关于部分募投项目结项的公告》，“超大重型油缸项目”结项后，节余募集资金将划转至“线性驱动器项目”用于投资建设。 2、据2026年4月21日年报，公司主营液压油缸、液压泵阀及马达，是规模化生产挖掘机专用油缸的自主品牌企业，客户包括卡特彼勒、三一、徐工等。 3、据2026年7月3日公告，公司2025年年度权益分派实施，拟每股派发现金红利0.56元。	国内液压件龙头，机电液智能控制技术一体化属于公司的研发范畴	2026-06-29\|107.17\|-0.95\|107.55\|108.21\|104.44\|110269;2026-06-30\|107.56\|0.36\|108.60\|109.98\|104.20\|98935;2026-07-01\|105.74\|-1.69\|108.00\|111.31\|104.57\|93806;2026-07-02\|110.60\|4.60\|110.00\|115.58\|107.59\|189490;2026-07-03\|121.66\|10.00\|110.99\|121.66\|110.58\|202203;2026-07-06\|117.50\|-3.42\|123.20\|124.00\|116.51\|145925;2026-07-07\|115.93\|-1.34\|117.91\|120.50\|115.00\|100140;2026-07-08\|108.57\|-6.35\|115.07\|115.80\|108.20\|100379;2026-07-09\|107.70\|-0.80\|108.00\|109.17\|105.15\|74362;2026-07-10\|111.01\|3.61\|107.82\|113.49\|106.84\|99510;2026-07-13\|106.00\|-4.51\|110.41\|112.75\|105.52\|78261;2026-07-14\|107.70\|1.60\|105.63\|107.70\|103.25\|74307;2026-07-15\|110.58\|2.67\|106.50\|112.50\|106.50\|71081;2026-07-16\|108.21\|-2.14\|108.08\|111.98\|107.73\|62283;2026-07-17\|103.51\|-4.34\|108.23\|109.50\|103.18\|83917;2026-07-20\|103.51\|0.00\|104.99\|105.30\|100.52\|78890;2026-07-21\|106.55\|2.94\|102.96\|107.15\|102.96\|77311;2026-07-22\|104.08\|-2.32\|106.00\|106.00\|102.84\|58733;2026-07-23\|107.42\|3.21\|104.00\|107.60\|102.40\|55728;2026-07-24\|106.79\|-0.59\|105.99\|107.49\|105.00\|53152;2026-07-27\|105.48\|-1.23\|107.47\|108.08\|104.50\|38475;2026-07-28\|103.80\|-1.59\|104.48\|106.42\|103.65\|48324;2026-07-29\|102.93\|-0.84\|103.60\|104.36\|98.88\|80102;2026-07-30\|103.00\|0.07\|101.00\|104.26\|99.40\|76860;2026-07-31\|108.45\|5.29\|104.69\|109.41\|101.75\|100402;2026-08-03\|109.84\|1.28\|109.98\|112.20\|107.77\|64731;2026-08-04\|106.30\|-3.22\|109.80\|109.99\|105.14\|63825;2026-08-05\|105.68\|-0.58\|105.66\|106.86\|104.30\|60336;2026-08-06\|105.10\|-0.55\|105.18\|106.98\|104.20\|52288;2026-08-07\|104.00\|-1.05\|105.07\|105.80\|103.29\|64865;2026-08-10\|103.88\|-0.12\|104.10\|104.99\|103.19\|56110;2026-08-11\|107.22\|3.22\|103.01\|108.47\|102.32\|97276;2026-08-12\|105.35\|-1.74\|107.00\|107.00\|103.83\|64365;2026-08-13\|106.01\|0.63\|105.33\|108.30\|104.81\|56308;2026-08-14\|106.28\|0.25\|105.99\|107.80\|104.44\|44692;2026-08-17\|108.82\|2.39\|106.29\|110.03\|104.55\|71208;2026-08-18\|107.99\|-0.76\|108.00\|109.40\|106.69\|52898;2026-08-19\|101.00\|-6.47\|107.83\|107.90\|100.70\|103644;2026-08-20\|101.40\|0.40\|101.16\|102.59\|100.40\|44047;2026-08-21\|105.79\|4.33\|101.03\|105.94\|100.70\|77450;2026-08-24\|105.11\|-0.64\|105.99\|108.75\|104.03\|41333;2026-08-25\|100.74\|-4.16\|103.22\|105.40\|97.25\|143536;2026-08-26\|97.15\|-3.56\|100.74\|101.42\|97.10\|96600;2026-08-27\|103.00\|6.02\|97.15\|103.36\|96.17\|109044;2026-08-28\|101.36\|-1.59\|103.00\|104.70\|101.32\|51192;2026-08-31\|102.50\|1.12\|100.50\|102.57\|100.36\|39356;2026-09-01\|101.88\|-0.60\|102.01\|102.88\|101.10\|32482;2026-09-02\|100.28\|-1.57\|101.98\|101.98\|99.60\|32502;2026-09-03\|100.16\|-0.12\|100.77\|101.58\|98.83\|35421;2026-09-04\|99.03\|-1.13\|100.70\|101.60\|97.90\|40788;2026-09-07\|101.03\|2.02\|98.90\|101.77\|98.73\|59320;2026-09-08\|102.13\|1.09\|100.50\|104.15\|100.25\|50653;2026-09-09\|101.63\|-0.49\|102.37\|102.40\|101.02\|28413;2026-09-10\|100.10\|-1.51\|101.50\|101.63\|100.00\|21945;2026-09-11\|100.00\|-0.10\|100.60\|100.67\|98.06\|31380;2026-09-14\|101.17\|1.17\|100.05\|102.97\|98.65\|37583;2026-09-15\|98.81\|-2.33\|101.17\|101.40\|97.90\|49345;2026-09-16\|92.60\|-6.28\|97.87\|98.01\|90.20\|285735;2026-09-17\|93.49\|0.96\|94.47\|95.50\|91.90\|142079;2026-09-18\|92.20\|-1.38\|94.93\|95.55\|92.20\|68542;2026-09-21\|93.48\|1.39\|93.00\|96.00\|92.50\|100534;2026-09-22\|92.39\|-1.17\|93.60\|95.08\|91.96\|73112;2026-09-23\|91.60\|-0.86\|92.39\|93.25\|91.05\|63479;2026-09-24\|92.30\|0.76\|91.60\|93.90\|90.70\|95732;2026-09-28\|90.00\|-2.49\|91.50\|92.25\|89.58\|100881;2026-09-29\|90.82\|0.91\|89.10\|90.86\|88.20\|64714;2026-09-30\|90.31\|-0.56\|90.12\|90.96\|89.33\|51032;2026-10-08\|87.39\|-3.23\|88.50\|89.68\|86.50\|93507;2026-10-09\|84.75\|-3.02\|87.00\|87.44\|82.46\|120719;2026-10-12\|83.98\|-0.91\|84.33\|85.38\|83.01\|64948;2026-10-13\|83.96\|-0.02\|82.88\|83.98\|80.27\|92976;2026-10-14\|80.13\|-4.56\|83.58\|83.95\|80.02\|92943;2026-10-15\|79.48\|-0.81\|78.53\|79.48\|77.17\|102773;2026-10-16\|78.13\|-1.33\|79.80\|79.80\|77.40\|55219;2026-10-19\|83.05\|6.30\|77.00\|83.05\|76.28\|82273;2026-10-20\|83.78\|0.88\|82.71\|87.20\|81.99\|149827;2026-10-21\|84.30\|0.62\|84.06\|85.89\|83.03\|73137;2026-10-22\|83.85\|-0.53\|84.18\|86.50\|83.27\|62093;2026-10-23\|89.50\|6.74\|82.24\|90.54\|81.75\|120286;2026-10-26\|86.60\|-3.24\|89.50\|90.50\|86.02\|90676;2026-10-27\|84.02\|-2.98\|86.60\|87.99\|83.60\|111020;2026-10-28\|89.50\|6.52\|84.45\|92.00\|84.10\|163942;2026-10-29\|85.42\|-4.56\|88.50\|88.99\|85.00\|75358;2026-10-30\|82.99\|-2.84\|84.02\|87.10\|82.33\|90325;2026-11-02\|85.19\|2.65\|83.41\|86.94\|82.30\|95814;2026-11-03\|86.68\|1.75\|85.00\|87.29\|83.95\|72501;2026-11-04\|87.66\|1.13\|86.17\|89.50\|84.22\|102971;2026-11-05\|91.63\|4.53\|87.15\|92.95\|87.00\|84211;2026-11-06\|89.10\|-2.76\|89.11\|90.50\|88.15\|61437
128027	三星与SK海力士计划增加对英伟达8层HBM4内存供应量	存储芯片+AI端侧+业绩爆发行业原因： 1、近日，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。 2、招商证券5月5日研报指出，AI拉动HBM与eSSD需求，DRAM、NAND现货价格近期大幅跳涨，存储超级周期逻辑强化。公司原因： 1、据2026年4月28日年报及互动易，2025年营收227.66亿元、净利14.23亿元，同比增185%；2026Q1营收99.09亿元、净利38.62亿元，同比扭亏并增26倍。 2、据2026年3月30日投资者关系记录表，UFS4.1已切入多家全球头部手机厂，超薄ePOP5x、mSSD等新品批量用于AI眼镜、AI PC，锁定AI端侧高景气。 3、据2026年4月28日年报，公司与长江存储、长鑫存储续签长期供货协议，库存180亿元保障UFS4.1等高端产品2026年持续放量。	综合性半导体存储巨头，自研多种闪存主控芯片，推出PTM全栈定制化服务，覆盖芯片设计到测试制造全流程，应用于智能穿戴设备等领域	2026-06-29\|723.10\|6.40\|667.00\|723.50\|656.01\|230668;2026-06-30\|703.80\|-2.67\|705.00\|715.00\|681.13\|165307;2026-07-01\|667.84\|-5.11\|708.66\|749.88\|653.84\|229210;2026-07-02\|599.22\|-10.27\|613.16\|636.99\|592.00\|208005;2026-07-03\|618.02\|3.14\|589.00\|646.85\|574.10\|206389;2026-07-06\|681.80\|10.32\|680.00\|710.00\|659.16\|295327;2026-07-07\|627.90\|-7.91\|645.00\|647.78\|619.90\|185965;2026-07-08\|592.71\|-5.60\|627.90\|638.00\|584.67\|167016;2026-07-09\|620.00\|4.60\|611.51\|624.30\|589.73\|201711;2026-07-10\|587.60\|-5.23\|628.00\|645.09\|587.60\|192516;2026-07-13\|522.04\|-11.16\|560.00\|576.81\|519.00\|180221;2026-07-14\|538.51\|3.15\|525.02\|545.96\|504.00\|167896;2026-07-15\|488.00\|-9.38\|545.06\|557.00\|485.00\|227906;2026-07-16\|463.59\|-5.00\|473.00\|493.00\|455.01\|170955;2026-07-17\|396.00\|-14.58\|454.50\|459.89\|395.37\|227898;2026-07-20\|376.49\|-4.93\|414.10\|416.98\|361.72\|196766;2026-07-21\|421.86\|12.05\|384.00\|422.00\|338.66\|259318;2026-07-22\|388.45\|-7.92\|410.00\|429.53\|386.97\|258148;2026-07-23\|375.85\|-3.24\|394.01\|397.80\|372.43\|165727;2026-07-24\|370.01\|-1.55\|370.11\|379.99\|364.93\|151531;2026-07-27\|373.90\|1.05\|365.06\|375.66\|348.90\|142479;2026-07-28\|330.00\|-11.74\|349.00\|361.51\|326.99\|183460;2026-07-29\|329.63\|-0.11\|334.77\|336.60\|308.00\|209716;2026-07-30\|338.78\|2.78\|325.02\|350.60\|312.90\|268302;2026-07-31\|346.99\|2.42\|384.18\|386.88\|346.90\|309822;2026-08-03\|319.80\|-7.84\|340.81\|342.00\|318.18\|182839;2026-08-04\|336.05\|5.08\|323.11\|338.50\|317.01\|184630;2026-08-05\|364.92\|8.59\|338.24\|368.19\|337.00\|233274;2026-08-06\|366.33\|0.39\|346.16\|372.99\|344.51\|199248;2026-08-07\|386.60\|5.53\|364.00\|390.00\|361.63\|250386;2026-08-10\|412.50\|6.70\|408.50\|413.88\|392.88\|293786;2026-08-11\|417.50\|1.21\|412.00\|442.00\|406.66\|288113;2026-08-12\|414.30\|-0.77\|418.05\|423.62\|401.50\|203458;2026-08-13\|397.00\|-4.18\|423.20\|425.68\|396.99\|222777;2026-08-14\|406.45\|2.38\|408.11\|414.00\|400.00\|154074;2026-08-17\|419.26\|3.15\|406.46\|422.96\|403.88\|226034;2026-08-18\|412.18\|-1.69\|421.00\|423.97\|408.02\|178881;2026-08-19\|378.98\|-8.05\|387.00\|394.95\|373.60\|183883;2026-08-20\|379.01\|0.01\|385.00\|386.53\|375.76\|102002;2026-08-21\|380.66\|0.44\|379.02\|382.90\|373.62\|104664;2026-08-24\|364.90\|-4.14\|380.00\|380.99\|355.87\|126520;2026-08-25\|369.66\|1.30\|360.00\|372.65\|353.88\|95741;2026-08-26\|364.20\|-1.48\|370.04\|371.60\|363.10\|72946;2026-08-27\|386.25\|6.05\|369.00\|386.25\|366.02\|150492;2026-08-28\|376.88\|-2.43\|380.00\|386.88\|376.69\|113011;2026-08-31\|381.75\|1.29\|366.10\|382.20\|365.20\|89301;2026-09-01\|369.18\|-3.29\|381.00\|381.70\|369.10\|78750;2026-09-02\|362.30\|-1.86\|361.10\|366.99\|360.74\|68732;2026-09-03\|359.63\|-0.74\|365.13\|365.99\|356.02\|63344;2026-09-04\|347.00\|-3.51\|364.17\|365.50\|344.08\|93670;2026-09-07\|358.22\|3.23\|355.19\|359.53\|353.80\|104265;2026-09-08\|358.86\|0.18\|353.32\|368.00\|353.32\|124502;2026-09-09\|348.03\|-3.02\|359.00\|362.77\|347.18\|94686;2026-09-10\|347.00\|-0.30\|345.82\|353.50\|345.12\|72004;2026-09-11\|339.55\|-2.15\|340.00\|341.50\|330.00\|96251;2026-09-14\|331.01\|-2.52\|333.00\|336.72\|330.00\|64410;2026-09-15\|328.50\|-0.76\|331.00\|335.80\|327.70\|65240;2026-09-16\|338.96\|3.18\|327.45\|339.71\|327.45\|77342;2026-09-17\|335.09\|-1.14\|336.00\|341.59\|333.30\|62313;2026-09-18\|346.96\|3.54\|342.26\|348.78\|337.03\|118086;2026-09-21\|347.79\|0.24\|350.40\|355.90\|344.44\|109148;2026-09-22\|348.27\|0.14\|353.08\|357.80\|347.00\|134177;2026-09-23\|346.00\|-0.65\|353.00\|354.44\|345.26\|83387;2026-09-24\|331.77\|-4.11\|341.31\|343.00\|331.77\|73906;2026-09-28\|312.00\|-5.96\|330.12\|330.86\|311.51\|90408;2026-09-29\|311.66\|-0.11\|312.44\|314.95\|309.27\|64971;2026-09-30\|301.93\|-3.12\|317.00\|317.00\|300.94\|75279;2026-10-08\|288.60\|-4.41\|301.46\|302.25\|285.00\|92811;2026-10-09\|284.00\|-1.59\|285.80\|286.66\|270.39\|101810;2026-10-12\|271.81\|-4.29\|281.88\|282.30\|271.71\|65727;2026-10-13\|271.20\|-0.22\|264.48\|275.66\|258.00\|91414;2026-10-14\|259.97\|-4.14\|269.05\|271.42\|259.50\|61309;2026-10-15\|244.00\|-6.14\|245.02\|251.58\|241.42\|112389;2026-10-16\|241.65\|-0.96\|249.02\|251.30\|239.01\|113582;2026-10-19\|242.80\|0.48\|240.83\|248.77\|234.98\|122377;2026-10-20\|245.00\|0.91\|241.50\|249.97\|241.50\|120104;2026-10-21\|248.98\|1.62\|248.00\|253.32\|245.80\|124925;2026-10-22\|242.00\|-2.80\|247.01\|248.60\|237.41\|121946;2026-10-23\|244.68\|1.11\|237.35\|245.43\|230.05\|174063;2026-10-26\|233.00\|-4.77\|240.28\|241.00\|232.08\|112744;2026-10-27\|228.09\|-2.11\|237.50\|243.55\|228.09\|121417;2026-10-28\|239.20\|4.87\|235.71\|242.00\|233.36\|143123;2026-10-29\|221.51\|-7.40\|235.21\|236.59\|221.08\|133382;2026-10-30\|212.17\|-4.22\|210.01\|223.93\|210.01\|117103;2026-11-02\|214.63\|1.16\|216.41\|219.85\|209.01\|115343;2026-11-03\|202.20\|-5.79\|210.30\|213.00\|199.81\|119911;2026-11-04\|223.00\|10.29\|204.18\|224.35\|200.18\|181393;2026-11-05\|225.77\|1.24\|215.01\|231.31\|214.96\|160786;2026-11-06\|214.77\|-4.87\|209.12\|219.53\|208.00\|113859
128026		涨停揭秘：AI服务器全球龙头迎算力涨价周期，业绩与订单双验证；涨停缘由：阿里百炼云等算力产品涨价；Anthropic发布新顶级AI模型；国内头部厂商H20订单落地；一季度净利润同比+64.39%；源2.0大模型全面开源；资金逻辑：连续三日上榜龙虎榜，机构席位持续净买入，北向资金4月加仓超120万股，反映对AI基建核心标的的确定性溢价认可；风险提示：海外芯片供应存在不确定性，服务器毛利率承压，估值已达历史高位，短期涨幅较大存技术性回调压力	浪潮AI服务器市场份额全球第一，公司预计2026年上半年归属于上市公司股东的净利润为26.00亿元至31.00亿元，同比增长226%至288%。其中，二季度净利润预计为19.95亿元至24.95亿元，环比暴增229%至312%。公司表示，业绩变动主要系紧抓行业上行机遇，持续致力于产品技术创新和提升客户满意度，促进经营业绩大幅增长。	2026-06-29\|65.82\|3.02\|63.89\|68.00\|63.47\|811363;2026-06-30\|70.00\|6.35\|65.21\|70.68\|64.83\|1118159;2026-07-01\|67.26\|-3.91\|70.23\|71.87\|66.68\|966012;2026-07-02\|63.79\|-5.16\|65.00\|66.98\|63.50\|725073;2026-07-03\|66.35\|4.01\|63.79\|69.21\|63.79\|988417;2026-07-06\|69.71\|5.06\|66.40\|70.76\|64.00\|1160249;2026-07-07\|71.06\|1.94\|69.01\|73.23\|68.70\|1031292;2026-07-08\|78.17\|10.01\|78.17\|78.17\|78.17\|408470;2026-07-09\|85.99\|10.00\|83.00\|85.99\|82.03\|2181801;2026-07-10\|89.52\|4.11\|92.00\|94.38\|89.00\|2841736;2026-07-13\|85.49\|-4.50\|91.00\|92.21\|83.80\|1685860;2026-07-14\|84.95\|-0.63\|88.00\|88.38\|77.21\|1771278;2026-07-15\|84.70\|-0.29\|85.06\|88.86\|84.00\|1478178;2026-07-16\|85.00\|0.35\|81.30\|88.58\|81.30\|1480173;2026-07-17\|77.40\|-8.94\|85.01\|85.88\|76.50\|1522286;2026-07-20\|81.29\|5.03\|82.02\|85.14\|78.52\|1713147;2026-07-21\|88.66\|9.07\|81.30\|89.08\|76.00\|1859139;2026-07-22\|90.47\|2.04\|87.70\|96.00\|87.15\|1907270;2026-07-23\|87.96\|-2.77\|93.00\|96.37\|87.36\|1593336;2026-07-24\|85.31\|-3.01\|87.00\|89.33\|84.71\|960436;2026-07-27\|85.00\|-0.36\|86.00\|87.43\|81.37\|840190;2026-07-28\|79.85\|-6.06\|82.50\|83.60\|79.00\|946804;2026-07-29\|74.94\|-6.15\|79.90\|80.23\|72.33\|1053349;2026-07-30\|69.08\|-7.82\|73.31\|74.90\|68.18\|916212;2026-07-31\|71.81\|3.95\|73.98\|74.98\|71.26\|901683;2026-08-03\|71.66\|-0.21\|71.82\|75.80\|71.09\|754567;2026-08-04\|74.14\|3.46\|73.03\|74.74\|71.54\|881450;2026-08-05\|77.20\|4.13\|73.30\|79.37\|73.30\|1121241;2026-08-06\|76.79\|-0.53\|75.68\|77.99\|75.11\|881765;2026-08-07\|77.99\|1.56\|76.41\|79.30\|75.05\|933848;2026-08-10\|76.70\|-1.65\|78.02\|78.13\|75.38\|602085;2026-08-11\|75.11\|-2.07\|76.70\|77.20\|75.01\|538912;2026-08-12\|75.02\|-0.12\|75.79\|75.98\|74.06\|538898;2026-08-13\|79.46\|5.92\|77.01\|82.52\|77.01\|1505658;2026-08-14\|78.80\|-0.83\|79.60\|81.16\|77.29\|937908;2026-08-17\|80.68\|2.39\|78.82\|80.68\|77.61\|850433;2026-08-18\|80.97\|0.36\|80.01\|81.87\|77.80\|895138;2026-08-19\|72.87\|-10.00\|78.50\|78.50\|72.87\|990138;2026-08-20\|75.08\|3.03\|73.51\|75.63\|72.50\|668857;2026-08-21\|76.35\|1.69\|75.49\|76.69\|74.25\|521762;2026-08-24\|73.22\|-4.10\|76.74\|76.76\|71.42\|605901;2026-08-25\|74.11\|1.22\|71.43\|74.99\|71.42\|400854;2026-08-26\|73.79\|-0.43\|74.25\|75.12\|73.40\|338372;2026-08-27\|78.27\|6.07\|75.30\|78.30\|74.79\|656865;2026-08-28\|77.44\|-1.06\|78.00\|79.68\|77.23\|511857;2026-08-31\|85.18\|9.99\|76.38\|85.18\|76.37\|1166685;2026-09-01\|85.60\|0.49\|85.90\|87.14\|85.18\|1097374;2026-09-02\|85.69\|0.11\|85.64\|87.50\|84.80\|823857;2026-09-03\|86.35\|0.77\|87.87\|89.18\|84.92\|1113705;2026-09-04\|77.72\|-9.99\|87.25\|87.47\|77.72\|1708893;2026-09-07\|74.74\|-3.83\|75.50\|75.80\|72.30\|1479965;2026-09-08\|72.32\|-3.24\|74.88\|74.89\|72.16\|1059320;2026-09-09\|71.38\|-1.30\|72.48\|72.80\|70.88\|706634;2026-09-10\|70.43\|-1.33\|70.51\|72.08\|70.27\|530264;2026-09-11\|70.54\|0.16\|69.01\|70.73\|68.09\|709783;2026-09-14\|68.82\|-2.44\|68.95\|69.86\|67.60\|544852;2026-09-15\|68.76\|-0.09\|68.42\|69.50\|68.21\|407172;2026-09-16\|71.15\|3.48\|68.76\|72.00\|68.65\|700137;2026-09-17\|69.81\|-1.88\|70.46\|71.25\|69.52\|504307;2026-09-18\|71.88\|2.97\|71.00\|72.19\|69.93\|682039;2026-09-21\|71.85\|-0.04\|72.01\|72.49\|71.25\|465141;2026-09-22\|72.15\|0.42\|73.00\|73.46\|71.82\|566826;2026-09-23\|71.27\|-1.22\|71.86\|72.19\|70.90\|381428;2026-09-24\|69.90\|-1.92\|70.85\|71.38\|69.90\|293807;2026-09-28\|67.05\|-4.08\|69.49\|69.50\|66.80\|436182;2026-09-29\|67.18\|0.19\|66.92\|68.10\|66.66\|281672;2026-09-30\|65.93\|-1.86\|67.53\|67.89\|65.90\|331772;2026-10-08\|64.56\|-2.08\|66.00\|66.77\|64.00\|331577;2026-10-09\|64.69\|0.20\|64.03\|64.89\|61.92\|468264;2026-10-12\|62.05\|-4.08\|64.01\|64.17\|62.02\|330674;2026-10-13\|61.65\|-0.64\|60.55\|62.56\|60.00\|323909;2026-10-14\|59.25\|-3.89\|60.02\|61.86\|58.07\|619835;2026-10-15\|57.06\|-3.70\|57.02\|58.36\|56.40\|463606;2026-10-16\|56.53\|-0.93\|58.00\|58.36\|56.01\|375965;2026-10-19\|57.02\|0.87\|56.43\|57.49\|56.20\|339553;2026-10-20\|57.60\|1.02\|56.45\|58.00\|55.50\|372660;2026-10-21\|58.40\|1.39\|58.19\|59.32\|58.04\|423126;2026-10-22\|56.60\|-3.08\|58.11\|58.68\|56.23\|356872;2026-10-23\|58.50\|3.36\|55.86\|58.70\|55.00\|550796;2026-10-26\|57.16\|-2.29\|57.96\|58.12\|56.86\|339173;2026-10-27\|54.84\|-4.06\|57.80\|58.19\|54.77\|371465;2026-10-28\|56.03\|2.17\|55.84\|56.26\|54.90\|370471;2026-10-29\|56.18\|0.27\|57.43\|58.53\|56.18\|588026;2026-10-30\|54.18\|-3.56\|55.00\|56.82\|54.07\|457838;2026-11-02\|54.26\|0.15\|54.58\|55.02\|52.28\|476213;2026-11-03\|51.95\|-4.26\|53.31\|54.09\|51.60\|454609;2026-11-04\|55.75\|7.31\|52.20\|55.77\|51.59\|624255;2026-11-05\|56.41\|1.18\|54.20\|57.71\|54.16\|569596;2026-11-06\|55.12\|-2.29\|53.81\|56.33\|53.73\|371229
128025	英伟达Vera Rubin平台全面导入无风扇全液冷架构	液冷服务器+谷歌合作+英伟达产业链行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月21日年报，公司作为全链条液冷开创者，率先推出Coolinside全链条液冷解决方案，实现从冷板、CDU到冷源等“端到端”产品覆盖及“厂到场”交付，并展出了为Google定制开发的Deschutes 5的CDU产品。 2、据2026年4月21日投资者关系活动记录表，公司UQD和MQD产品已列入英伟达MGX生态合作伙伴，其冷板、快接头等产品已获主流算力芯片厂商及头部设备制造商认可并规模采购。 3、据2025年年度报告，公司2026年将发挥液冷技术“全链条、全场景、全生命周期”优势，持续拓展海外AI液冷算力市场，积极展开与全产业链主流客户的合作，实现业务规模落地。	公司液冷服务器管路产品已达V0级标准，并成功取得美国UL认证，为英伟达数据中心部件提供商之一	2026-06-29\|76.70\|-7.11\|80.91\|82.82\|75.20\|712064;2026-06-30\|79.56\|3.73\|75.68\|80.68\|74.49\|605399;2026-07-01\|74.73\|-6.07\|79.56\|80.49\|74.00\|633253;2026-07-02\|71.40\|-4.46\|72.00\|75.27\|69.80\|524778;2026-07-03\|71.43\|0.04\|71.38\|74.41\|70.50\|432840;2026-07-06\|74.06\|3.68\|71.01\|76.99\|71.00\|651907;2026-07-07\|71.29\|-3.74\|72.00\|76.88\|71.05\|505101;2026-07-08\|72.12\|1.16\|72.00\|74.79\|70.50\|544177;2026-07-09\|75.87\|5.20\|73.44\|76.55\|68.24\|745033;2026-07-10\|73.54\|-3.07\|74.87\|78.50\|73.38\|720017;2026-07-13\|66.98\|-8.92\|72.72\|74.81\|66.40\|582259;2026-07-14\|70.13\|4.70\|66.86\|71.59\|65.35\|543450;2026-07-15\|67.74\|-3.41\|70.00\|70.89\|67.02\|362258;2026-07-16\|67.86\|0.18\|66.50\|70.77\|64.00\|457153;2026-07-17\|61.57\|-9.27\|68.40\|68.85\|61.20\|524069;2026-07-20\|55.46\|-9.92\|62.80\|63.61\|55.41\|536081;2026-07-21\|59.99\|8.17\|56.00\|60.22\|50.00\|717765;2026-07-22\|60.51\|0.87\|59.00\|64.24\|58.69\|612347;2026-07-23\|61.11\|0.99\|61.65\|63.77\|60.15\|361401;2026-07-24\|58.70\|-3.94\|59.00\|60.77\|58.00\|255580;2026-07-27\|61.26\|4.36\|58.72\|61.38\|58.02\|311689;2026-07-28\|55.13\|-10.01\|59.16\|59.98\|55.13\|474362;2026-07-29\|52.39\|-4.97\|54.00\|54.34\|50.78\|389842;2026-07-30\|47.15\|-10.00\|51.03\|52.00\|47.15\|465155;2026-07-31\|47.45\|0.64\|49.60\|50.35\|47.33\|556102;2026-08-03\|46.45\|-2.11\|46.56\|48.20\|45.82\|381242;2026-08-04\|49.43\|6.42\|47.03\|49.90\|46.44\|466669;2026-08-05\|52.33\|5.87\|48.45\|53.00\|48.35\|544119;2026-08-06\|52.93\|1.15\|51.60\|53.83\|50.77\|400237;2026-08-07\|55.90\|5.61\|53.88\|56.00\|53.00\|527205;2026-08-10\|55.24\|-1.18\|56.00\|57.10\|54.30\|347196;2026-08-11\|54.68\|-1.01\|55.33\|55.83\|54.08\|265500;2026-08-12\|56.01\|2.43\|54.93\|57.29\|54.16\|395152;2026-08-13\|55.45\|-1.00\|56.82\|57.87\|55.37\|437344;2026-08-14\|57.09\|2.96\|56.12\|57.37\|56.01\|364903;2026-08-17\|58.69\|2.80\|57.65\|58.69\|56.45\|411856;2026-08-18\|57.57\|-1.91\|58.59\|58.88\|56.51\|368988;2026-08-19\|52.59\|-8.65\|55.75\|56.20\|52.10\|432998;2026-08-20\|52.93\|0.65\|53.44\|53.77\|51.82\|278559;2026-08-21\|54.12\|2.25\|52.92\|55.32\|52.52\|368507;2026-08-24\|54.75\|1.16\|55.60\|56.20\|52.53\|437550;2026-08-25\|60.23\|10.01\|53.54\|60.23\|53.01\|964759;2026-08-26\|62.07\|3.06\|63.05\|63.30\|60.50\|1149536;2026-08-27\|65.97\|6.28\|62.60\|66.00\|61.48\|1066286;2026-08-28\|64.48\|-2.26\|65.03\|66.54\|64.10\|829485;2026-08-31\|68.21\|5.78\|62.98\|68.66\|62.89\|916331;2026-09-01\|65.90\|-3.39\|67.61\|67.77\|65.81\|594593;2026-09-02\|66.23\|0.50\|64.51\|67.79\|64.48\|613965;2026-09-03\|68.49\|3.41\|66.98\|70.62\|65.50\|890428;2026-09-04\|63.91\|-6.69\|67.00\|67.77\|62.48\|822010;2026-09-07\|64.47\|0.88\|63.01\|65.71\|62.63\|551566;2026-09-08\|63.00\|-2.28\|64.50\|65.90\|62.42\|526464;2026-09-09\|62.43\|-0.90\|63.05\|64.10\|61.93\|368981;2026-09-10\|61.08\|-2.16\|61.52\|62.34\|60.83\|295028;2026-09-11\|60.55\|-0.87\|61.08\|61.81\|59.38\|376213;2026-09-14\|60.01\|-0.89\|60.26\|61.18\|58.68\|284395;2026-09-15\|59.84\|-0.28\|59.81\|61.43\|59.77\|285658;2026-09-16\|62.03\|3.66\|59.86\|62.22\|59.09\|361206;2026-09-17\|61.75\|-0.45\|61.70\|63.31\|61.51\|329859;2026-09-18\|63.28\|2.48\|62.53\|63.31\|60.93\|416198;2026-09-21\|62.23\|-1.66\|63.50\|63.65\|62.02\|344477;2026-09-22\|61.52\|-1.14\|62.66\|63.50\|61.33\|336796;2026-09-23\|61.25\|-0.44\|61.51\|62.33\|61.11\|198627;2026-09-24\|57.22\|-6.58\|60.70\|60.80\|57.00\|509441;2026-09-28\|54.36\|-5.00\|56.98\|57.27\|54.10\|299747;2026-09-29\|55.58\|2.24\|54.30\|56.20\|53.70\|233491;2026-09-30\|53.95\|-2.93\|56.10\|56.10\|53.91\|176185;2026-10-08\|51.93\|-3.74\|53.98\|54.58\|51.50\|216637;2026-10-09\|50.89\|-2.00\|51.58\|51.58\|47.66\|351891;2026-10-12\|48.85\|-4.01\|50.89\|50.89\|48.75\|218989;2026-10-13\|48.95\|0.20\|47.50\|49.63\|46.56\|231509;2026-10-14\|47.26\|-3.45\|48.69\|49.21\|47.19\|157409;2026-10-15\|44.67\|-5.48\|45.36\|46.22\|44.48\|251356;2026-10-16\|44.70\|0.07\|45.71\|46.50\|44.25\|226965;2026-10-19\|44.46\|-0.54\|44.46\|44.88\|43.04\|199612;2026-10-20\|44.84\|0.85\|44.39\|45.58\|43.80\|201440;2026-10-21\|45.15\|0.69\|45.52\|46.18\|44.91\|190723;2026-10-22\|43.53\|-3.59\|45.49\|46.15\|43.42\|270277;2026-10-23\|44.38\|1.95\|42.59\|44.50\|40.56\|386342;2026-10-26\|42.97\|-3.18\|43.91\|44.10\|42.30\|211580;2026-10-27\|41.39\|-3.68\|43.51\|43.92\|41.36\|269948;2026-10-28\|43.44\|4.95\|42.58\|43.73\|42.01\|297952;2026-10-29\|40.97\|-5.69\|43.88\|43.88\|40.90\|296822;2026-10-30\|37.80\|-7.74\|39.26\|40.35\|37.80\|354303;2026-11-02\|38.39\|1.56\|37.90\|39.02\|36.75\|328659;2026-11-03\|35.66\|-7.11\|38.36\|38.36\|35.27\|357526;2026-11-04\|38.82\|8.86\|35.80\|38.98\|35.15\|409575;2026-11-05\|39.58\|1.96\|37.80\|40.76\|37.80\|357818;2026-11-06\|37.33\|-5.68\|36.90\|37.84\|36.21\|339031
128024	英伟达业绩超预期	商业航天+AI算力+高管增持+央企行业原因： 1、据央视新闻，5月11日，天舟十号货运飞船发射任务取得圆满成功。 2、中信建投研报指出，商业航天有望迎来密集催化，包括5月中下旬计划首飞的长征十号乙火箭、5月下旬计划首飞的星河动力智神星一号、二季度内再次挑战一级回收的蓝箭航天朱雀三号火箭等。公司原因： 1、据2026年5月7日互动易，公司商业航天产品已配套主流火箭及卫星重点型号，盈利水平稳定，具备在轨飞行经验，市场竞争力突出。 2、据2026年5月7日互动易，公司AI算力布局涵盖光模块精密组件、电源连接器、高速及液冷连接器，光模块组件业务增长迅速，电源连接器订单充足。 3、据2026年5月8日公告，7名高管近两日合计增持6.9万股，金额252万元，并承诺6个月不减持。 4、公司实控人为中国航空工业集团有限公司。	国内最大的军用光电连接器制造企业；公司主要产品包括电连接器、光器件及光电设备、线缆组件及集成产品、流体器件及液冷设备等，主要用于航空、航天等防务领域及民用高端制造领域；子公司深圳翔通光电主营光纤连接器、光纤适配器、光模块陶瓷插芯、光纤通信有源及无源器件产品等	2026-06-29\|44.10\|3.30\|43.10\|45.45\|43.03\|804023;2026-06-30\|46.20\|4.76\|44.36\|47.21\|43.23\|712669;2026-07-01\|44.60\|-3.46\|46.20\|46.57\|44.15\|662107;2026-07-02\|44.11\|-1.10\|43.38\|45.67\|42.01\|595319;2026-07-03\|42.35\|-3.99\|43.70\|44.44\|42.10\|464258;2026-07-06\|43.79\|3.40\|42.80\|45.19\|41.33\|570005;2026-07-07\|43.16\|-1.44\|43.50\|44.33\|42.75\|385335;2026-07-08\|41.22\|-4.49\|43.27\|44.32\|41.22\|469225;2026-07-09\|40.13\|-2.64\|41.29\|41.69\|38.70\|614042;2026-07-10\|39.10\|-2.57\|40.60\|41.60\|39.00\|627803;2026-07-13\|35.23\|-9.90\|39.00\|39.00\|35.19\|737263;2026-07-14\|35.86\|1.79\|35.19\|35.86\|34.04\|498804;2026-07-15\|34.92\|-2.62\|36.50\|36.84\|34.74\|353562;2026-07-16\|34.01\|-2.61\|34.40\|35.03\|33.80\|360386;2026-07-17\|32.70\|-3.85\|33.90\|34.23\|32.50\|351736;2026-07-20\|32.27\|-1.31\|33.50\|33.68\|31.88\|386609;2026-07-21\|34.07\|5.58\|32.41\|34.15\|31.90\|440662;2026-07-22\|34.31\|0.70\|33.87\|34.83\|33.67\|360285;2026-07-23\|34.10\|-0.61\|34.31\|34.40\|33.73\|212790;2026-07-24\|33.33\|-2.26\|33.78\|33.99\|33.30\|166884;2026-07-27\|34.08\|2.25\|33.52\|34.10\|33.34\|222312;2026-07-28\|32.91\|-3.43\|33.57\|33.74\|32.85\|221696;2026-07-29\|33.67\|2.31\|32.91\|33.69\|32.72\|230486;2026-07-30\|33.38\|-0.86\|33.33\|33.82\|32.85\|264538;2026-07-31\|34.04\|1.98\|34.43\|34.58\|33.85\|295631;2026-08-03\|34.07\|0.09\|33.70\|34.16\|33.68\|161428;2026-08-04\|34.41\|1.00\|34.09\|34.60\|34.08\|262213;2026-08-05\|34.75\|0.99\|34.05\|35.22\|33.94\|372296;2026-08-06\|34.67\|-0.23\|34.45\|34.88\|33.90\|312658;2026-08-07\|35.46\|2.28\|34.61\|35.74\|34.35\|354191;2026-08-10\|35.50\|0.11\|35.46\|35.99\|35.03\|223831;2026-08-11\|35.18\|-0.90\|35.16\|35.51\|34.80\|174363;2026-08-12\|35.48\|0.85\|35.06\|35.76\|34.95\|149385;2026-08-13\|35.47\|-0.03\|35.78\|36.28\|35.41\|248913;2026-08-14\|36.08\|1.72\|35.85\|37.24\|35.60\|276529;2026-08-17\|35.82\|-0.72\|36.01\|36.02\|35.12\|275109;2026-08-18\|35.71\|-0.31\|35.62\|36.03\|35.14\|215460;2026-08-19\|34.38\|-3.72\|35.42\|35.58\|34.35\|264365;2026-08-20\|34.19\|-0.55\|34.74\|34.78\|34.05\|153563;2026-08-21\|34.42\|0.67\|34.03\|34.60\|33.88\|127635;2026-08-24\|33.01\|-4.10\|34.50\|34.99\|32.70\|309207;2026-08-25\|33.37\|1.09\|32.87\|33.92\|32.37\|215202;2026-08-26\|33.37\|0.00\|33.48\|33.68\|33.25\|149315;2026-08-27\|35.50\|6.38\|34.99\|35.66\|34.25\|453075;2026-08-28\|35.18\|-0.90\|35.31\|35.78\|35.10\|203470;2026-08-31\|35.25\|0.20\|34.92\|35.30\|34.56\|166358;2026-09-01\|34.90\|-0.99\|35.24\|35.24\|34.81\|139304;2026-09-02\|34.32\|-1.66\|34.56\|34.66\|34.00\|174741;2026-09-03\|34.64\|0.93\|34.51\|34.78\|34.23\|119264;2026-09-04\|34.22\|-1.21\|34.78\|34.88\|34.07\|159745;2026-09-07\|34.15\|-0.20\|34.25\|34.39\|33.89\|153386;2026-09-08\|34.01\|-0.41\|34.14\|34.30\|33.96\|108644;2026-09-09\|34.60\|1.73\|34.05\|34.74\|33.97\|177281;2026-09-10\|34.83\|0.66\|34.40\|35.05\|34.17\|180627;2026-09-11\|35.22\|1.12\|34.52\|36.08\|34.48\|288232;2026-09-14\|34.18\|-2.95\|35.19\|35.25\|34.00\|228751;2026-09-15\|34.68\|1.46\|34.01\|35.15\|34.00\|195066;2026-09-16\|34.84\|0.46\|34.68\|35.08\|34.35\|166723;2026-09-17\|34.78\|-0.17\|34.69\|35.44\|34.60\|147751;2026-09-18\|35.52\|2.13\|35.00\|35.59\|34.99\|284974;2026-09-21\|35.63\|0.31\|35.52\|36.08\|35.31\|204119;2026-09-22\|35.18\|-1.26\|36.00\|36.25\|35.11\|167461;2026-09-23\|34.77\|-1.17\|35.18\|35.22\|34.75\|133625;2026-09-24\|34.24\|-1.52\|34.60\|34.87\|34.22\|123262;2026-09-28\|33.27\|-2.83\|34.24\|34.25\|32.87\|224271;2026-09-29\|32.90\|-1.11\|33.27\|33.39\|32.78\|162217;2026-09-30\|33.33\|1.31\|33.30\|33.85\|33.08\|166918;2026-10-08\|33.18\|-0.45\|33.30\|34.40\|33.00\|214442;2026-10-09\|33.39\|0.63\|33.10\|33.57\|32.30\|206459;2026-10-12\|33.06\|-0.99\|33.30\|33.30\|32.82\|127942;2026-10-13\|33.64\|1.75\|32.77\|33.88\|32.48\|188310;2026-10-14\|33.04\|-1.78\|33.41\|33.67\|32.92\|107904;2026-10-15\|32.28\|-2.30\|32.45\|32.80\|32.06\|187853;2026-10-16\|32.65\|1.15\|32.49\|32.96\|32.28\|151896;2026-10-19\|32.82\|0.52\|32.50\|32.94\|32.36\|105347;2026-10-20\|32.76\|-0.18\|32.80\|33.08\|32.57\|111176;2026-10-21\|32.46\|-0.92\|32.81\|32.95\|32.40\|84096;2026-10-22\|31.84\|-1.91\|32.47\|32.55\|31.57\|186476;2026-10-23\|32.20\|1.13\|31.75\|32.27\|30.97\|180048;2026-10-26\|32.42\|0.68\|32.03\|32.49\|31.90\|109384;2026-10-27\|31.39\|-3.18\|32.44\|32.57\|31.34\|138012;2026-10-28\|31.84\|1.43\|31.80\|32.10\|31.35\|135138;2026-10-29\|33.55\|5.37\|33.46\|34.25\|33.25\|540471;2026-10-30\|33.14\|-1.22\|33.09\|33.64\|32.80\|274515;2026-11-02\|33.84\|2.11\|33.60\|34.10\|33.38\|263187;2026-11-03\|33.86\|0.06\|33.70\|34.53\|33.66\|235171;2026-11-04\|34.89\|3.04\|33.81\|34.96\|33.63\|298809;2026-11-05\|34.79\|-0.29\|34.56\|35.35\|34.41\|246500;2026-11-06\|34.01\|-2.24\|33.85\|34.68\|33.66\|208821
128023	智谱新模型请求流量全部由国产芯片提供算力支持	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商	2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105;2026-07-27\|313.59\|-0.22\|315.93\|315.93\|301.10\|211023;2026-07-28\|298.28\|-4.88\|307.99\|314.80\|293.15\|251172;2026-07-29\|284.00\|-4.79\|303.94\|304.80\|273.55\|305065;2026-07-30\|273.42\|-3.73\|284.58\|288.00\|265.05\|292423;2026-07-31\|277.00\|1.31\|292.00\|294.00\|277.00\|294871;2026-08-03\|261.00\|-5.78\|277.00\|277.90\|259.40\|241351;2026-08-04\|275.35\|5.50\|263.99\|277.80\|259.50\|218248;2026-08-05\|288.85\|4.90\|280.00\|293.48\|277.00\|265616;2026-08-06\|291.05\|0.76\|283.32\|294.80\|282.32\|162588;2026-08-07\|295.75\|1.61\|291.03\|298.76\|288.55\|193139;2026-08-10\|290.44\|-1.80\|295.70\|295.74\|285.73\|170518;2026-08-11\|287.01\|-1.18\|285.79\|292.77\|285.51\|122357;2026-08-12\|287.66\|0.23\|289.05\|290.50\|283.59\|133994;2026-08-13\|286.00\|-0.58\|293.30\|296.99\|285.36\|186107;2026-08-14\|280.99\|-1.75\|289.97\|289.97\|276.60\|190316;2026-08-17\|288.80\|2.78\|281.00\|288.80\|279.33\|233567;2026-08-18\|280.08\|-3.02\|287.94\|288.00\|273.00\|269220;2026-08-19\|259.74\|-7.26\|273.05\|273.46\|256.11\|285990;2026-08-20\|246.33\|-5.16\|261.99\|262.02\|244.16\|308842;2026-08-21\|246.21\|-0.05\|245.00\|249.32\|242.22\|214408;2026-08-24\|230.81\|-6.25\|246.00\|246.00\|227.07\|295050;2026-08-25\|232.06\|0.54\|226.98\|234.59\|225.75\|182566;2026-08-26\|230.96\|-0.47\|232.00\|233.48\|228.20\|198812;2026-08-27\|245.97\|6.50\|240.00\|249.67\|240.00\|312713;2026-08-28\|245.49\|-0.20\|244.10\|254.80\|244.00\|228614;2026-08-31\|253.90\|3.43\|239.50\|254.05\|238.33\|187456;2026-09-01\|250.43\|-1.37\|252.25\|256.60\|248.51\|149575;2026-09-02\|247.21\|-1.29\|247.39\|249.85\|243.60\|139569;2026-09-03\|246.20\|-0.41\|250.01\|250.66\|244.18\|103568;2026-09-04\|243.67\|-1.03\|249.00\|251.38\|241.49\|135030;2026-09-07\|242.71\|-0.39\|246.00\|246.94\|234.06\|235448;2026-09-08\|236.90\|-2.39\|246.00\|247.99\|236.28\|179187;2026-09-09\|235.80\|-0.46\|242.00\|246.88\|234.32\|166308;2026-09-10\|232.37\|-1.45\|232.00\|234.99\|230.66\|130787;2026-09-11\|230.89\|-0.64\|228.02\|231.50\|225.37\|190054;2026-09-14\|223.69\|-3.12\|225.60\|227.80\|220.77\|147998;2026-09-15\|224.60\|0.41\|224.60\|231.50\|222.60\|148209;2026-09-16\|235.09\|4.67\|224.98\|237.51\|224.00\|194003;2026-09-17\|232.00\|-1.31\|233.00\|238.20\|231.50\|129250;2026-09-18\|241.38\|4.04\|236.89\|245.80\|236.89\|268314;2026-09-21\|246.45\|2.10\|247.00\|247.38\|241.04\|235113;2026-09-22\|256.00\|3.88\|265.00\|269.74\|254.60\|427339;2026-09-23\|251.66\|-1.70\|258.50\|259.80\|251.38\|195081;2026-09-24\|248.30\|-1.34\|249.50\|255.56\|247.70\|168735;2026-09-28\|240.50\|-3.14\|246.93\|246.93\|238.30\|172248;2026-09-29\|235.88\|-1.92\|239.02\|241.49\|232.00\|176485;2026-09-30\|226.80\|-3.85\|236.20\|238.00\|226.10\|177269;2026-10-08\|220.53\|-2.76\|226.80\|228.89\|219.00\|169546;2026-10-09\|219.59\|-0.43\|217.78\|221.48\|209.66\|188271;2026-10-12\|213.50\|-2.77\|216.90\|220.20\|212.80\|132588;2026-10-13\|209.74\|-1.76\|210.00\|212.68\|202.52\|194896;2026-10-14\|201.46\|-3.95\|207.00\|208.79\|200.86\|157675;2026-10-15\|193.82\|-3.79\|193.80\|195.00\|189.08\|270230;2026-10-16\|192.54\|-0.66\|196.01\|198.00\|189.94\|203261;2026-10-19\|191.50\|-0.54\|190.78\|193.94\|187.30\|157629;2026-10-20\|192.00\|0.26\|189.91\|194.45\|186.00\|194929;2026-10-21\|193.30\|0.68\|195.84\|199.50\|191.89\|185635;2026-10-22\|191.02\|-1.18\|195.00\|195.37\|189.28\|199017;2026-10-23\|201.10\|5.28\|190.35\|203.48\|186.00\|278191;2026-10-26\|198.00\|-1.54\|200.00\|200.00\|193.25\|214629;2026-10-27\|187.03\|-5.54\|198.15\|199.50\|186.80\|166830;2026-10-28\|192.70\|3.03\|194.00\|194.27\|188.11\|163100;2026-10-29\|185.88\|-3.54\|193.00\|193.00\|183.51\|171467;2026-10-30\|170.20\|-8.44\|181.50\|181.93\|170.02\|228596;2026-11-02\|177.00\|4.00\|176.00\|177.08\|171.00\|218153;2026-11-03\|170.00\|-3.95\|175.00\|175.00\|164.00\|287978;2026-11-04\|187.50\|10.29\|168.30\|188.81\|166.99\|276233;2026-11-05\|192.80\|2.83\|184.00\|195.90\|183.00\|242381;2026-11-06\|189.50\|-1.71\|183.75\|192.14\|182.68\|184685
128022	龙头上半年业绩大增	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	2026-06-29\|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;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537;2026-09-15\|62.23\|5.17\|60.58\|63.56\|60.57\|987478;2026-09-16\|62.04\|-0.31\|60.78\|62.75\|59.70\|791821;2026-09-17\|60.90\|-1.84\|61.99\|63.37\|60.27\|662067;2026-09-18\|61.76\|1.41\|61.86\|62.48\|60.31\|611256;2026-09-21\|60.49\|-2.06\|61.29\|61.71\|59.62\|758634;2026-09-22\|60.26\|-0.38\|61.00\|62.46\|59.91\|737883;2026-09-23\|59.16\|-1.83\|60.26\|60.26\|58.71\|447906;2026-09-24\|57.18\|-3.35\|58.62\|59.06\|57.00\|361602;2026-09-28\|53.25\|-6.87\|57.00\|57.00\|53.00\|469254;2026-09-29\|53.69\|0.83\|53.57\|54.48\|52.60\|332605;2026-09-30\|52.74\|-1.77\|53.90\|54.09\|52.61\|246798;2026-10-08\|51.85\|-1.69\|52.75\|53.74\|51.15\|288317;2026-10-09\|51.13\|-1.39\|51.74\|51.80\|48.81\|411343;2026-10-12\|48.34\|-5.46\|50.90\|50.90\|48.24\|319826;2026-10-13\|48.17\|-0.35\|46.80\|49.06\|45.75\|452033;2026-10-14\|46.67\|-3.11\|48.81\|49.19\|46.60\|450827;2026-10-15\|44.19\|-5.31\|44.89\|45.45\|43.82\|514764;2026-10-16\|43.66\|-1.20\|45.03\|45.45\|43.20\|416882;2026-10-19\|42.79\|-1.99\|43.34\|43.44\|41.28\|414600;2026-10-20\|43.81\|2.38\|43.23\|44.80\|42.25\|417436;2026-10-21\|44.00\|0.43\|43.88\|44.76\|43.60\|329336;2026-10-22\|41.64\|-5.36\|44.00\|44.10\|41.53\|379305;2026-10-23\|42.28\|1.54\|40.18\|42.65\|38.58\|533902;2026-10-26\|40.07\|-5.23\|42.10\|42.28\|39.65\|412528;2026-10-27\|38.89\|-2.94\|40.81\|41.10\|38.88\|320071;2026-10-28\|39.69\|2.06\|39.59\|40.20\|38.75\|345457;2026-10-29\|38.01\|-4.23\|39.70\|40.58\|37.99\|378765;2026-10-30\|35.81\|-5.79\|36.64\|38.08\|35.70\|469976;2026-11-02\|36.78\|2.71\|36.36\|37.10\|35.31\|483800;2026-11-03\|35.66\|-3.05\|36.52\|37.66\|35.30\|490444;2026-11-04\|39.23\|10.01\|36.21\|39.23\|35.41\|786973;2026-11-05\|40.69\|3.72\|39.80\|41.96\|39.80\|970811;2026-11-06\|38.65\|-5.01\|38.45\|39.60\|38.19\|551319
128021	智谱新模型请求流量全部由国产芯片提供算力支持	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	国内领先的芯片设计供应商	2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|312672;2026-07-13\|271.54\|-7.01\|285.71\|299.00\|266.82\|232114;2026-07-14\|270.33\|-0.45\|272.82\|275.49\|254.01\|216377;2026-07-15\|252.98\|-6.42\|272.30\|275.00\|251.10\|166142;2026-07-16\|243.56\|-3.72\|248.00\|258.30\|240.88\|160958;2026-07-17\|231.60\|-4.91\|251.05\|255.39\|230.09\|300678;2026-07-20\|225.00\|-2.85\|240.22\|242.00\|211.54\|275056;2026-07-21\|244.70\|8.76\|228.28\|248.89\|203.67\|310004;2026-07-22\|239.47\|-2.14\|239.90\|258.89\|237.50\|243560;2026-07-23\|223.00\|-6.88\|243.30\|244.89\|221.63\|189315;2026-07-24\|221.80\|-0.54\|217.00\|228.38\|216.72\|143461;2026-07-27\|224.59\|1.26\|221.80\|227.50\|214.00\|121961;2026-07-28\|205.41\|-8.54\|216.01\|221.89\|204.00\|159057;2026-07-29\|192.02\|-6.52\|205.35\|208.30\|182.00\|230626;2026-07-30\|170.21\|-11.36\|191.76\|195.50\|170.21\|239343;2026-07-31\|193.00\|13.39\|187.79\|202.00\|187.79\|258289;2026-08-03\|184.09\|-4.62\|190.18\|196.00\|183.50\|160411;2026-08-04\|207.09\|12.49\|189.00\|209.98\|185.00\|201576;2026-08-05\|215.16\|3.90\|213.00\|219.46\|205.06\|230530;2026-08-06\|217.17\|0.93\|210.00\|220.20\|207.00\|166960;2026-08-07\|230.50\|6.14\|215.23\|231.97\|214.01\|203622;2026-08-10\|212.75\|-7.70\|227.00\|227.98\|210.28\|211995;2026-08-11\|211.51\|-0.58\|208.76\|216.30\|207.69\|119341;2026-08-12\|211.40\|-0.05\|210.00\|215.69\|206.00\|160499;2026-08-13\|206.07\|-2.52\|216.01\|219.84\|205.88\|168570;2026-08-14\|207.28\|0.59\|210.90\|211.98\|203.52\|124766;2026-08-17\|226.30\|9.18\|208.29\|226.66\|205.85\|216096;2026-08-18\|213.30\|-5.74\|215.01\|222.28\|208.66\|321301;2026-08-19\|185.29\|-13.13\|207.13\|207.64\|183.00\|273519;2026-08-20\|178.37\|-3.73\|188.17\|189.50\|176.01\|221174;2026-08-21\|178.38\|0.01\|177.97\|182.92\|175.00\|141932;2026-08-24\|168.66\|-5.45\|176.60\|178.38\|164.60\|164570;2026-08-25\|164.49\|-2.47\|166.33\|168.00\|161.37\|144634;2026-08-26\|180.50\|9.73\|165.00\|182.00\|163.33\|259954;2026-08-27\|193.70\|7.31\|180.15\|196.36\|178.80\|269871;2026-08-28\|186.90\|-3.51\|193.17\|196.85\|186.25\|182185;2026-08-31\|200.26\|7.15\|182.01\|200.60\|180.56\|223883;2026-09-01\|192.40\|-3.92\|199.92\|200.43\|191.40\|148009;2026-09-02\|193.60\|0.62\|188.00\|197.92\|186.50\|180426;2026-09-03\|191.32\|-1.18\|196.43\|198.60\|189.07\|116132;2026-09-04\|183.77\|-3.95\|194.10\|194.99\|181.14\|146586;2026-09-07\|185.78\|1.09\|186.00\|187.92\|181.08\|147451;2026-09-08\|190.88\|2.75\|185.36\|200.50\|185.02\|229150;2026-09-09\|191.00\|0.06\|196.09\|203.58\|187.86\|167824;2026-09-10\|184.15\|-3.59\|189.00\|189.18\|182.10\|196182;2026-09-11\|185.22\|0.58\|181.00\|186.01\|179.95\|209404;2026-09-14\|179.24\|-3.23\|179.00\|182.21\|174.11\|191443;2026-09-15\|185.00\|3.21\|178.61\|190.96\|178.00\|177518;2026-09-16\|189.82\|2.61\|187.96\|193.33\|183.50\|183803;2026-09-17\|196.10\|3.31\|191.72\|199.53\|191.72\|215154;2026-09-18\|205.18\|4.63\|202.00\|209.10\|199.56\|291425;2026-09-21\|207.80\|1.28\|207.00\|212.50\|201.03\|206993;2026-09-22\|208.03\|0.11\|213.99\|218.24\|207.17\|230607;2026-09-23\|210.20\|1.04\|208.60\|214.87\|207.55\|134341;2026-09-24\|207.45\|-1.31\|211.46\|218.55\|205.70\|186858;2026-09-28\|193.00\|-6.97\|206.98\|207.45\|190.70\|171370;2026-09-29\|193.64\|0.33\|190.00\|197.05\|186.00\|140833;2026-09-30\|171.68\|-11.34\|197.00\|199.89\|171.50\|306718;2026-10-08\|153.39\|-10.65\|168.00\|169.90\|152.07\|272862;2026-10-09\|152.02\|-0.89\|151.50\|154.49\|144.02\|199317;2026-10-12\|141.00\|-7.25\|149.99\|150.18\|140.01\|180355;2026-10-13\|139.00\|-1.42\|137.90\|141.44\|132.32\|174874;2026-10-14\|130.21\|-6.32\|136.90\|138.49\|129.58\|159196;2026-10-15\|124.80\|-4.15\|125.27\|128.47\|122.50\|178501;2026-10-16\|126.10\|1.04\|128.00\|131.30\|124.63\|160958;2026-10-19\|124.11\|-1.58\|125.86\|126.20\|118.75\|148835;2026-10-20\|130.00\|4.75\|124.66\|133.50\|122.80\|197770;2026-10-21\|129.63\|-0.28\|132.20\|132.91\|128.76\|129010;2026-10-22\|123.50\|-4.73\|129.66\|129.94\|122.90\|154274;2026-10-23\|124.79\|1.04\|120.59\|126.13\|112.64\|271201;2026-10-26\|119.80\|-4.00\|122.78\|123.31\|119.40\|146795;2026-10-27\|112.35\|-6.22\|122.07\|123.00\|111.30\|148600;2026-10-28\|115.83\|3.10\|114.42\|118.00\|112.52\|140374;2026-10-29\|108.41\|-6.41\|115.45\|115.45\|108.30\|144704;2026-10-30\|98.19\|-9.43\|104.00\|106.36\|98.00\|204733;2026-11-02\|100.57\|2.42\|99.26\|102.40\|94.26\|226171;2026-11-03\|90.70\|-9.81\|97.26\|99.00\|89.23\|249910;2026-11-04\|101.99\|12.45\|91.45\|102.01\|88.00\|257074;2026-11-05\|113.00\|10.80\|98.00\|114.87\|97.00\|327461;2026-11-06\|105.30\|-6.81\|105.00\|111.61\|104.61\|234152
128020	龙头上半年业绩大增	玻纤涨价+电子布+股东增持行业原因： AI芯片需求的爆发导致T型玻璃纤维布供应趋紧。其主要供应商日东纺计划自今年年底起稳步提升产能，目标在2028年前将产能提升至2025年的三倍。日东纺表示，即便新生产线投产，仍难以弥合供给与快速增长需求之间的差距，计划于今年上调价格。花旗分析师预计，涨价幅度可能达到25%甚至更高。公司原因： 1、据2025年11月17日互动易，公司10月30日已发布玻纤复价通知并启动首次回购，风电纱销售保持高景气，库存持续下降。 2、据2025年9月29日互动易，公司是全球最大电子布供应商。 3、据2026年2月11日公告，持股5%以上股东振石集团已增持3146万股并计划继续增持不超11亿元。	AI服务器升级推动PCB单机价值量暴涨，电子布等上游材料价格持续上涨；公司为世界玻纤龙头，产能规模全球第一，宣布扩产电子布	2026-06-29\|70.98\|-4.24\|75.53\|75.53\|66.80\|2496641;2026-06-30\|72.88\|2.68\|68.50\|76.99\|68.01\|2218754;2026-07-01\|70.27\|-3.58\|73.96\|75.03\|69.51\|1858164;2026-07-02\|67.82\|-3.49\|67.80\|71.95\|63.25\|1854938;2026-07-03\|70.90\|4.54\|68.18\|74.60\|65.51\|2321014;2026-07-06\|63.81\|-10.00\|71.88\|72.80\|63.81\|2377318;2026-07-07\|60.00\|-5.97\|63.37\|64.21\|58.73\|2149632;2026-07-08\|56.06\|-6.57\|60.96\|61.54\|55.27\|1988326;2026-07-09\|58.70\|4.71\|57.00\|58.86\|54.03\|2491450;2026-07-10\|55.70\|-5.11\|58.38\|63.00\|55.67\|2451166;2026-07-13\|50.13\|-10.00\|54.50\|55.70\|50.13\|2228459;2026-07-14\|54.52\|8.76\|49.90\|55.14\|49.90\|2349361;2026-07-15\|53.00\|-2.79\|55.00\|56.00\|52.60\|1874713;2026-07-16\|47.71\|-9.98\|50.36\|51.75\|47.70\|1853904;2026-07-17\|43.80\|-8.20\|47.72\|48.20\|42.97\|1828494;2026-07-20\|39.44\|-9.95\|45.50\|45.80\|39.42\|2114550;2026-07-21\|43.00\|9.03\|40.24\|43.25\|35.95\|2709766;2026-07-22\|38.70\|-10.00\|42.85\|44.13\|38.70\|2768635;2026-07-23\|38.36\|-0.88\|38.70\|40.75\|37.92\|1946992;2026-07-24\|37.34\|-2.66\|37.50\|38.79\|36.73\|1480891;2026-07-27\|41.07\|9.99\|37.20\|41.07\|37.13\|2306546;2026-07-28\|37.59\|-8.47\|39.34\|40.40\|37.14\|2224145;2026-07-29\|38.39\|2.13\|37.99\|38.87\|35.88\|2631895;2026-07-30\|36.63\|-4.58\|37.60\|39.00\|35.55\|2918621;2026-07-31\|37.84\|3.30\|40.23\|40.29\|37.64\|4029339;2026-08-03\|34.06\|-9.99\|36.89\|37.48\|34.06\|3072084;2026-08-04\|36.19\|6.25\|34.60\|36.73\|33.72\|2892579;2026-08-05\|39.28\|8.54\|35.80\|39.81\|35.79\|3130417;2026-08-06\|40.78\|3.82\|38.50\|41.97\|38.17\|3328705;2026-08-07\|44.38\|8.83\|40.66\|44.86\|40.50\|3579682;2026-08-10\|43.28\|-2.48\|44.86\|44.95\|41.88\|3047221;2026-08-11\|42.69\|-1.36\|42.50\|44.13\|41.55\|2507564;2026-08-12\|43.31\|1.45\|42.60\|44.06\|42.01\|2110940;2026-08-13\|41.90\|-3.26\|43.99\|44.55\|41.88\|2398878;2026-08-14\|44.39\|5.94\|42.40\|44.62\|41.90\|2784870;2026-08-17\|46.32\|4.35\|44.56\|47.08\|44.55\|2745951;2026-08-18\|44.91\|-3.04\|46.33\|47.11\|44.20\|2396105;2026-08-19\|40.56\|-9.69\|42.67\|43.54\|40.42\|2737041;2026-08-20\|41.42\|2.12\|41.27\|42.19\|40.39\|1874055;2026-08-21\|42.04\|1.50\|40.80\|42.33\|39.15\|2094714;2026-08-24\|39.87\|-5.16\|42.95\|43.48\|38.53\|2327248;2026-08-25\|39.79\|-0.20\|38.61\|40.64\|37.83\|1679290;2026-08-26\|39.50\|-0.73\|40.40\|40.40\|38.67\|1283278;2026-08-27\|42.64\|7.95\|39.98\|42.74\|39.80\|2363524;2026-08-28\|43.20\|1.31\|42.67\|44.18\|42.58\|2294062;2026-08-31\|43.93\|1.69\|41.96\|43.98\|41.93\|1845745;2026-09-01\|43.02\|-2.07\|45.68\|46.00\|43.00\|2909768;2026-09-02\|44.13\|2.58\|41.97\|44.81\|41.70\|2647045;2026-09-03\|42.63\|-3.40\|44.30\|44.47\|42.20\|2066085;2026-09-04\|40.18\|-5.75\|43.04\|43.30\|39.78\|2166822;2026-09-07\|41.70\|3.78\|40.45\|42.05\|40.30\|1742893;2026-09-08\|41.39\|-0.74\|41.51\|42.89\|41.11\|1750137;2026-09-09\|42.67\|3.09\|42.40\|43.45\|41.73\|1972005;2026-09-10\|43.46\|1.85\|42.00\|44.55\|42.00\|1974141;2026-09-11\|44.66\|2.76\|42.30\|44.97\|41.50\|2621416;2026-09-14\|45.29\|1.41\|43.65\|46.16\|42.78\|2482123;2026-09-15\|47.09\|3.97\|45.19\|48.59\|45.19\|3114227;2026-09-16\|47.39\|0.64\|47.09\|48.07\|45.60\|2730288;2026-09-17\|47.15\|-0.51\|47.80\|51.68\|47.08\|3630627;2026-09-18\|45.02\|-4.52\|48.00\|48.48\|43.88\|3927780;2026-09-21\|45.87\|1.89\|44.99\|46.65\|44.70\|2702158;2026-09-22\|45.47\|-0.87\|46.10\|47.52\|45.10\|2351756;2026-09-23\|45.62\|0.33\|45.11\|46.18\|44.43\|1470044;2026-09-24\|43.06\|-5.61\|45.05\|45.28\|43.02\|1928424;2026-09-28\|39.27\|-8.80\|42.66\|42.85\|39.00\|2156372;2026-09-29\|39.69\|1.07\|39.00\|39.96\|38.70\|1208270;2026-09-30\|39.41\|-0.71\|39.91\|40.19\|39.21\|949547;2026-10-08\|39.55\|0.36\|40.09\|40.98\|39.03\|1464381;2026-10-09\|38.57\|-2.48\|39.00\|39.28\|36.01\|2117315;2026-10-12\|38.30\|-0.70\|39.00\|39.66\|38.26\|1434872;2026-10-13\|38.46\|0.42\|36.88\|38.95\|36.05\|1660938;2026-10-14\|36.24\|-5.77\|38.01\|38.46\|36.20\|1372026;2026-10-15\|34.32\|-5.30\|34.12\|35.30\|34.00\|1524565;2026-10-16\|33.90\|-0.26\|34.70\|34.95\|33.45\|1017842;2026-10-19\|33.72\|-0.53\|33.49\|33.98\|32.21\|1240088;2026-10-20\|34.66\|2.79\|33.96\|35.21\|33.40\|1505026;2026-10-21\|34.59\|-0.20\|35.00\|35.76\|34.44\|1219295;2026-10-22\|32.56\|-5.87\|34.85\|34.90\|32.54\|1264826;2026-10-23\|32.90\|1.04\|31.76\|33.13\|30.34\|1614600;2026-10-26\|30.85\|-6.23\|32.47\|32.48\|30.69\|1227706;2026-10-27\|30.37\|-1.56\|31.35\|31.75\|30.35\|987524;2026-10-28\|31.35\|3.23\|30.90\|31.75\|30.63\|1203182;2026-10-29\|29.32\|-6.48\|30.98\|31.22\|29.32\|1222656;2026-10-30\|27.68\|-5.59\|28.00\|29.22\|27.20\|1451602;2026-11-02\|28.18\|1.81\|28.00\|28.65\|27.45\|1244281;2026-11-03\|26.68\|-5.32\|27.68\|28.42\|26.48\|1374524;2026-11-04\|28.93\|8.43\|26.97\|29.19\|26.00\|2072564;2026-11-05\|29.03\|0.35\|27.91\|29.87\|27.85\|1876175;2026-11-06\|27.45\|-5.44\|27.06\|28.08\|26.50\|1490886
128019	英伟达业绩超预期	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209;2026-09-14\|33.90\|-1.71\|33.84\|34.78\|32.82\|1830675;2026-09-15\|34.53\|1.86\|33.39\|35.18\|33.22\|2348914;2026-09-16\|35.19\|1.91\|34.50\|35.66\|34.28\|2554451;2026-09-17\|36.39\|3.41\|34.90\|36.47\|34.90\|3098079;2026-09-18\|35.98\|-1.13\|36.90\|36.90\|35.32\|2925119;2026-09-21\|36.95\|2.70\|36.10\|37.25\|36.10\|2367453;2026-09-22\|36.88\|-0.19\|37.54\|38.48\|36.50\|2858417;2026-09-23\|35.78\|-2.98\|36.60\|36.78\|35.54\|1703814;2026-09-24\|34.80\|-2.74\|35.70\|36.07\|34.79\|1202576;2026-09-28\|31.32\|-10.00\|34.50\|34.55\|31.32\|2353132;2026-09-29\|31.33\|0.03\|30.76\|31.52\|30.69\|1124262;2026-09-30\|31.13\|-0.64\|31.70\|31.85\|31.00\|850138;2026-10-08\|30.49\|-2.06\|31.21\|31.78\|30.31\|965425;2026-10-09\|30.09\|-1.31\|30.00\|30.34\|28.48\|1490512;2026-10-12\|28.56\|-5.08\|30.10\|30.10\|28.51\|1029294;2026-10-13\|28.72\|0.56\|27.50\|29.18\|27.45\|1080264;2026-10-14\|27.67\|-3.66\|28.40\|29.05\|27.66\|806437;2026-10-15\|26.41\|-4.55\|26.50\|27.05\|26.16\|1127804;2026-10-16\|26.62\|0.80\|27.00\|27.27\|26.33\|1050673;2026-10-19\|28.06\|5.41\|26.66\|28.35\|26.51\|1650508;2026-10-20\|28.24\|0.64\|27.60\|28.69\|27.50\|1427488;2026-10-21\|28.30\|0.21\|28.38\|29.00\|28.21\|1037304;2026-10-22\|27.61\|-2.44\|28.30\|28.43\|27.34\|986178;2026-10-23\|27.93\|1.16\|27.18\|28.10\|26.01\|1331629;2026-10-26\|26.66\|-4.55\|27.49\|27.57\|26.56\|891075;2026-10-27\|25.85\|-3.04\|27.08\|27.23\|25.85\|755954;2026-10-28\|26.65\|3.09\|26.17\|26.83\|25.93\|1018432;2026-10-29\|25.17\|-5.55\|26.39\|26.50\|25.15\|1009555;2026-10-30\|23.17\|-7.95\|24.08\|24.64\|23.16\|1699780;2026-11-02\|23.72\|2.37\|23.75\|24.23\|23.09\|1242145;2026-11-03\|22.48\|-5.23\|23.50\|23.70\|22.36\|1257145;2026-11-04\|24.05\|6.98\|22.70\|24.20\|21.99\|1888565;2026-11-05\|24.22\|0.71\|23.49\|24.97\|23.40\|1618330;2026-11-06\|23.15\|-4.42\|22.80\|23.63\|22.70\|1166213
128018	龙头上半年业绩大增	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 2、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456;2026-09-16\|154.48\|2.82\|151.00\|157.50\|147.33\|645509;2026-09-17\|146.03\|-5.47\|153.00\|157.27\|145.00\|850456;2026-09-18\|143.93\|-1.44\|149.00\|149.60\|139.40\|875139;2026-09-21\|146.27\|1.63\|145.00\|149.99\|143.61\|670534;2026-09-22\|143.45\|-1.93\|149.50\|149.94\|142.62\|607028;2026-09-23\|143.56\|0.08\|143.00\|146.00\|142.02\|416427;2026-09-24\|137.33\|-4.34\|142.60\|142.60\|137.00\|436023;2026-09-28\|131.95\|-3.92\|136.00\|138.50\|130.00\|457069;2026-09-29\|132.98\|0.78\|131.84\|134.52\|129.20\|365030;2026-09-30\|129.96\|-2.27\|133.90\|134.33\|129.13\|353758;2026-10-08\|131.86\|1.46\|131.01\|140.00\|130.07\|729116;2026-10-09\|124.14\|-5.85\|126.70\|127.04\|118.68\|691572;2026-10-12\|120.00\|-3.33\|122.01\|126.28\|119.62\|440758;2026-10-13\|122.54\|2.12\|113.76\|124.00\|112.30\|585640;2026-10-14\|119.63\|-2.37\|122.20\|126.66\|119.00\|455539;2026-10-15\|114.61\|-4.20\|115.00\|119.08\|113.20\|512311;2026-10-16\|114.60\|-0.01\|118.00\|118.77\|112.66\|398501;2026-10-19\|117.63\|2.64\|116.50\|120.18\|111.20\|571920;2026-10-20\|117.23\|-0.34\|117.30\|121.00\|113.63\|559692;2026-10-21\|118.99\|1.50\|119.50\|124.18\|118.01\|601250;2026-10-22\|110.26\|-7.34\|119.00\|119.25\|110.21\|569972;2026-10-23\|110.81\|0.50\|107.68\|111.11\|101.00\|714513;2026-10-26\|100.26\|-9.52\|109.00\|109.49\|99.73\|708634;2026-10-27\|97.61\|-2.64\|102.26\|103.34\|97.60\|492008;2026-10-28\|102.49\|5.00\|102.20\|103.00\|100.00\|567629;2026-10-29\|94.12\|-8.17\|103.28\|103.70\|93.50\|586820;2026-10-30\|87.00\|-7.56\|89.50\|93.06\|85.90\|668606;2026-11-02\|82.08\|-5.66\|88.99\|89.33\|81.00\|930465;2026-11-03\|73.87\|-10.00\|80.00\|80.33\|73.87\|1008648;2026-11-04\|80.88\|9.49\|75.20\|81.20\|70.92\|1180061;2026-11-05\|77.78\|-3.83\|75.90\|80.32\|74.40\|1126607;2026-11-06\|70.49\|-9.37\|71.22\|72.99\|70.00\|983518
128017	智谱新模型请求流量全部由国产芯片提供算力支持	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485;2026-07-27\|60.74\|0.56\|60.29\|61.16\|58.00\|188052;2026-07-28\|56.07\|-7.69\|59.50\|60.55\|55.66\|222531;2026-07-29\|56.05\|-0.04\|56.00\|56.82\|53.07\|237947;2026-07-30\|53.79\|-4.03\|55.60\|56.32\|52.54\|231915;2026-07-31\|54.30\|0.95\|57.99\|58.76\|54.23\|285427;2026-08-03\|51.84\|-4.53\|53.57\|54.34\|51.63\|220495;2026-08-04\|54.15\|4.46\|52.82\|55.05\|52.11\|233311;2026-08-05\|58.15\|7.39\|54.12\|59.29\|53.83\|328373;2026-08-06\|58.47\|0.55\|56.60\|59.49\|56.48\|229945;2026-08-07\|61.21\|4.69\|58.49\|61.75\|58.18\|270046;2026-08-10\|60.02\|-1.94\|61.20\|61.70\|58.78\|205358;2026-08-11\|59.72\|-0.50\|59.45\|61.08\|59.25\|144377;2026-08-12\|62.02\|3.85\|59.97\|62.17\|59.52\|201491;2026-08-13\|59.91\|-3.40\|62.68\|62.88\|59.80\|209609;2026-08-14\|60.73\|1.37\|60.85\|61.20\|59.57\|130916;2026-08-17\|63.13\|3.95\|60.97\|63.31\|60.38\|205325;2026-08-18\|65.01\|2.98\|62.96\|65.38\|62.31\|261162;2026-08-19\|61.59\|-5.26\|63.00\|66.21\|61.08\|360604;2026-08-20\|59.39\|-3.57\|62.29\|62.35\|58.80\|282300;2026-08-21\|62.16\|4.66\|59.10\|63.88\|59.01\|280452;2026-08-24\|61.22\|-1.51\|62.50\|63.75\|59.65\|268992;2026-08-25\|58.64\|-4.21\|59.05\|59.86\|56.69\|262572;2026-08-26\|57.80\|-1.43\|59.05\|59.05\|57.52\|160833;2026-08-27\|63.00\|9.00\|58.58\|63.24\|57.86\|313986;2026-08-28\|60.95\|-3.25\|62.44\|63.01\|60.88\|198658;2026-08-31\|61.39\|0.72\|59.50\|61.52\|59.05\|182525;2026-09-01\|58.59\|-4.56\|61.00\|61.35\|58.50\|182036;2026-09-02\|56.92\|-2.85\|57.70\|57.71\|56.70\|135053;2026-09-03\|57.08\|0.28\|57.60\|57.85\|56.54\|128817;2026-09-04\|56.55\|-0.93\|57.60\|59.10\|56.00\|167578;2026-09-07\|57.92\|2.42\|57.50\|58.72\|57.32\|149929;2026-09-08\|56.60\|-2.28\|57.78\|58.25\|56.40\|135453;2026-09-09\|56.28\|-0.57\|56.97\|57.45\|55.99\|98243;2026-09-10\|56.28\|0.00\|55.70\|56.97\|55.43\|78875;2026-09-11\|55.99\|-0.52\|55.50\|55.99\|53.97\|136431;2026-09-14\|55.20\|-1.41\|55.51\|55.73\|54.33\|85306;2026-09-15\|55.25\|0.09\|54.85\|56.37\|54.80\|95214;2026-09-16\|57.86\|4.72\|55.34\|58.35\|55.00\|165458;2026-09-17\|58.33\|0.81\|57.50\|59.26\|57.20\|157339;2026-09-18\|60.79\|4.22\|59.40\|61.50\|58.69\|209119;2026-09-21\|61.50\|1.17\|61.92\|62.58\|60.88\|165465;2026-09-22\|61.46\|-0.07\|62.50\|63.26\|61.15\|156794;2026-09-23\|61.21\|-0.41\|61.46\|61.97\|60.47\|145029;2026-09-24\|59.17\|-3.33\|60.80\|61.10\|59.17\|114958;2026-09-28\|56.31\|-4.83\|59.00\|59.15\|55.80\|150500;2026-09-29\|56.89\|1.03\|56.47\|57.90\|55.69\|94822;2026-09-30\|55.10\|-3.15\|57.37\|57.60\|54.91\|115036;2026-10-08\|52.02\|-5.59\|55.18\|55.78\|51.32\|168278;2026-10-09\|51.90\|-0.23\|51.50\|52.24\|49.33\|158594;2026-10-12\|50.15\|-3.37\|51.50\|51.65\|50.01\|108204;2026-10-13\|49.82\|-0.66\|48.88\|50.40\|47.91\|130425;2026-10-14\|48.36\|-2.93\|49.54\|49.88\|48.16\|84602;2026-10-15\|48.62\|0.54\|47.00\|49.65\|46.58\|199521;2026-10-16\|49.20\|1.19\|49.49\|50.36\|48.50\|180220;2026-10-19\|50.25\|2.13\|48.58\|50.65\|48.41\|141648;2026-10-20\|50.60\|0.70\|49.75\|51.39\|49.40\|136288;2026-10-21\|50.52\|-0.16\|51.00\|51.14\|50.28\|102463;2026-10-22\|51.00\|0.95\|50.54\|52.24\|50.30\|185817;2026-10-23\|52.98\|4.00\|49.70\|53.45\|49.49\|192537;2026-10-26\|50.50\|-4.68\|52.43\|52.90\|50.24\|146387;2026-10-27\|48.19\|-4.57\|51.00\|51.38\|48.10\|106683;2026-10-28\|49.10\|1.89\|49.35\|49.96\|48.57\|131644;2026-10-29\|48.63\|-0.96\|48.60\|49.42\|47.90\|119336;2026-10-30\|45.12\|-7.22\|46.00\|47.50\|45.05\|173252;2026-11-02\|47.50\|5.27\|45.80\|48.15\|45.02\|180277;2026-11-03\|46.71\|-1.66\|46.80\|47.35\|45.81\|156313;2026-11-04\|50.06\|7.17\|46.72\|50.23\|46.19\|187436;2026-11-05\|50.76\|1.40\|49.00\|51.50\|48.82\|184447;2026-11-06\|48.81\|-3.84\|47.90\|50.12\|47.65\|119103
128016	智谱新模型请求流量全部由国产芯片提供算力支持		公司主营模拟芯片，主营以电池管理芯片为核心	2026-06-29\|130.86\|0.48\|134.14\|140.00\|126.02\|29373;2026-06-30\|130.41\|-0.34\|130.28\|133.03\|126.05\|18099;2026-07-01\|126.28\|-3.17\|131.80\|133.33\|124.98\|22834;2026-07-02\|123.30\|-2.36\|122.85\|131.00\|119.18\|23148;2026-07-03\|121.31\|-1.61\|120.00\|125.00\|119.00\|16019;2026-07-06\|120.00\|-1.08\|121.31\|124.00\|115.00\|17018;2026-07-07\|119.19\|-0.68\|122.00\|122.00\|116.30\|12301;2026-07-08\|118.60\|-0.49\|119.00\|122.17\|116.30\|12868;2026-07-09\|127.12\|7.18\|118.88\|127.78\|115.72\|23864;2026-07-10\|121.33\|-4.55\|126.87\|129.00\|121.00\|14698;2026-07-13\|112.00\|-7.69\|122.97\|122.97\|111.32\|20413;2026-07-14\|118.50\|5.80\|114.52\|121.10\|109.58\|18211;2026-07-15\|119.17\|0.57\|118.00\|122.56\|115.04\|18652;2026-07-16\|119.00\|-0.14\|116.79\|131.31\|116.79\|25624;2026-07-17\|115.80\|-2.69\|118.00\|120.40\|105.50\|24473;2026-07-20\|106.00\|-8.46\|115.23\|115.99\|101.01\|18715;2026-07-21\|106.21\|0.20\|107.00\|110.88\|93.20\|23215;2026-07-22\|102.60\|-3.40\|105.15\|107.98\|100.05\|15070;2026-07-23\|100.60\|-1.95\|102.00\|104.08\|99.14\|9835;2026-07-24\|100.90\|0.30\|100.00\|101.77\|96.80\|10407;2026-07-27\|108.38\|7.41\|102.00\|109.09\|99.50\|13415;2026-07-28\|109.00\|0.57\|106.57\|112.50\|105.80\|13284;2026-07-29\|103.50\|-5.05\|107.64\|108.59\|99.31\|14635;2026-07-30\|101.40\|-2.03\|101.00\|103.20\|99.69\|9288;2026-07-31\|101.99\|0.58\|108.60\|108.71\|101.51\|12379;2026-08-03\|100.87\|-1.10\|100.00\|101.69\|98.83\|6916;2026-08-04\|102.16\|1.28\|101.17\|104.20\|100.00\|7117;2026-08-05\|106.84\|4.58\|101.10\|109.31\|101.10\|10416;2026-08-06\|108.85\|1.88\|106.13\|111.02\|105.00\|7829;2026-08-07\|109.77\|0.85\|107.61\|110.00\|106.01\|9374;2026-08-10\|106.70\|-2.80\|108.50\|110.98\|106.01\|8922;2026-08-11\|107.51\|0.76\|106.46\|109.50\|104.32\|9472;2026-08-12\|107.50\|-0.01\|108.15\|111.01\|105.80\|11032;2026-08-13\|107.75\|0.23\|107.80\|112.47\|106.20\|14255;2026-08-14\|107.90\|0.14\|108.13\|109.10\|106.78\|8559;2026-08-17\|113.90\|5.56\|108.00\|114.03\|107.90\|15104;2026-08-18\|113.90\|0.00\|114.00\|117.08\|112.10\|13144;2026-08-19\|109.00\|-4.30\|112.50\|113.40\|106.01\|12935;2026-08-20\|108.55\|-0.41\|106.97\|109.15\|105.71\|9466;2026-08-21\|109.75\|1.11\|107.00\|112.00\|105.60\|7394;2026-08-24\|106.00\|-3.42\|109.75\|109.75\|104.01\|8216;2026-08-25\|105.50\|-0.47\|105.47\|107.50\|103.02\|6155;2026-08-26\|106.55\|1.00\|105.30\|107.59\|103.87\|7290;2026-08-27\|117.14\|9.94\|106.78\|119.89\|106.10\|23289;2026-08-28\|117.23\|0.08\|118.00\|121.77\|115.40\|19504;2026-08-31\|115.65\|-1.35\|114.00\|118.97\|112.52\|14379;2026-09-01\|113.10\|-2.20\|116.49\|116.89\|111.17\|7798;2026-09-02\|110.10\|-2.65\|111.48\|112.97\|107.80\|8544;2026-09-03\|109.00\|-1.00\|109.88\|111.28\|107.38\|6610;2026-09-04\|107.84\|-1.06\|110.00\|110.00\|105.82\|6261;2026-09-07\|108.45\|0.57\|108.02\|108.99\|106.00\|7772;2026-09-08\|106.88\|-1.45\|106.30\|109.49\|106.30\|5626;2026-09-09\|107.00\|0.11\|106.88\|107.82\|105.69\|4373;2026-09-10\|104.38\|-2.45\|105.97\|106.66\|104.17\|3357;2026-09-11\|106.16\|1.71\|103.21\|106.16\|100.80\|8115;2026-09-14\|105.82\|-0.32\|105.01\|105.91\|103.81\|3561;2026-09-15\|105.11\|-0.67\|105.82\|106.99\|104.37\|4812;2026-09-16\|109.34\|4.02\|104.51\|110.36\|104.51\|8508;2026-09-17\|108.98\|-0.33\|109.00\|112.98\|107.20\|9087;2026-09-18\|109.09\|0.10\|109.10\|112.28\|108.00\|8605;2026-09-21\|107.87\|-1.12\|110.05\|110.05\|107.30\|4759;2026-09-22\|106.90\|-0.90\|108.86\|110.30\|106.58\|5371;2026-09-23\|107.85\|0.89\|106.62\|108.94\|106.11\|5408;2026-09-24\|108.83\|0.91\|107.54\|112.69\|106.99\|8169;2026-09-28\|110.96\|1.96\|108.00\|112.95\|108.00\|13055;2026-09-29\|109.00\|-1.77\|110.41\|112.09\|105.38\|13357;2026-09-30\|107.50\|-1.38\|108.98\|111.66\|107.50\|6803;2026-10-08\|105.00\|-2.33\|106.89\|107.67\|102.01\|7961;2026-10-09\|102.45\|-2.43\|104.50\|104.96\|99.58\|11728;2026-10-12\|102.09\|-0.35\|102.40\|107.23\|99.60\|11092;2026-10-13\|103.78\|1.66\|99.51\|106.19\|99.05\|9335;2026-10-14\|100.98\|-2.70\|102.43\|103.66\|100.21\|5903;2026-10-15\|100.36\|-0.61\|98.63\|100.50\|97.49\|7834;2026-10-16\|100.80\|0.44\|101.50\|103.50\|100.16\|6029;2026-10-19\|101.45\|0.64\|100.10\|102.50\|98.31\|3719;2026-10-20\|103.99\|2.50\|102.98\|105.50\|101.06\|6967;2026-10-21\|104.69\|0.67\|104.00\|109.77\|103.00\|10160;2026-10-22\|104.00\|-0.66\|104.84\|106.37\|101.66\|5433;2026-10-23\|107.99\|3.84\|102.32\|109.29\|101.00\|13573;2026-10-26\|104.44\|-3.29\|106.29\|107.99\|102.27\|8600;2026-10-27\|102.55\|-1.81\|103.31\|105.15\|101.00\|5226;2026-10-28\|103.40\|0.83\|103.13\|104.50\|102.08\|5252;2026-10-29\|102.00\|-1.35\|102.50\|104.29\|101.15\|5869;2026-10-30\|100.02\|-1.94\|101.00\|103.00\|100.00\|6125;2026-11-02\|94.30\|-5.72\|99.50\|100.35\|93.53\|10168;2026-11-03\|82.00\|-13.04\|92.42\|93.98\|80.11\|20536;2026-11-04\|88.00\|7.32\|83.00\|89.33\|77.36\|25130;2026-11-05\|92.46\|5.07\|85.94\|92.90\|84.45\|15273;2026-11-06\|93.02\|0.61\|89.29\|93.78\|88.60\|11639
128015	英伟达业绩超预期	光纤光缆+硅光芯片+CPO+海洋通信行业原因： 1、美股光通信巨头Lumentum及Coherent最新财报显示AI数据中心光互联需求爆发，Coherent季度营收创20.5亿美元历史新高，下季指引全面超预期。 2、中国银河证券8月13日研报指出，伴随下半年800G/1.6T批量出货，硅光方案出货占比提升，光通信板块盈利能力有望边际改善。公司原因： 1、据2026年5月18日投资者关系活动记录表，公司面向算力中心应用场景，正在布局面向下一代的高速光互联产品；公司参股熹联光芯从事硅光芯片设计，并与长光华芯等共同发起设立星钥光子，旨在建设中国专业硅光集成芯片量产工厂，围绕公司硅光及CPO布局提供协同作用。 2、据2026年5月18日投资者关系活动记录表，AI数据中心业务是公司目前最核心的战略方向之一，公司光纤光缆产品已大批量应用于国内外数据中心，专为数据中心开发的高密度MPO光缆组件等产品已广泛应用于大型数据中心；公司计划对内蒙古基地光棒产能在内蒙古一期的基础上提升1.5倍。 3、据2026年5月18日投资者关系活动记录表，公司拥有海底光缆、海底接驳盒、中继器等全产业链，是全球前四具备跨洋洲际海底光缆通信网络综合解决方案能力的唯一中国企业，截至2025年末，全球海底光缆签约交付里程数累计突破130,000公里。	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	2026-06-29\|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;2026-07-14\|74.38\|6.24\|69.00\|74.39\|68.20\|2224591;2026-07-15\|71.05\|-4.48\|75.88\|77.00\|70.40\|2149138;2026-07-16\|64.85\|-8.73\|68.50\|69.82\|63.95\|2056427;2026-07-17\|58.39\|-9.96\|64.08\|65.20\|58.37\|2065262;2026-07-20\|56.56\|-3.13\|60.39\|60.89\|54.52\|2331697;2026-07-21\|59.96\|6.01\|57.00\|60.26\|50.90\|3358819;2026-07-22\|55.12\|-8.07\|57.61\|59.38\|55.05\|2614739;2026-07-23\|55.67\|1.00\|56.11\|58.18\|55.00\|1837467;2026-07-24\|52.43\|-5.82\|55.00\|55.66\|52.30\|1443955;2026-07-27\|55.55\|5.95\|52.87\|55.83\|51.32\|1561179;2026-07-28\|50.01\|-9.97\|53.40\|54.72\|50.00\|1702444;2026-07-29\|49.75\|-0.52\|50.01\|51.00\|47.27\|1742944;2026-07-30\|47.20\|-5.13\|49.70\|50.50\|45.60\|1763015;2026-07-31\|47.61\|0.87\|50.50\|51.26\|47.58\|2169257;2026-08-03\|47.37\|-0.50\|47.33\|48.50\|46.33\|1534266;2026-08-04\|50.27\|6.12\|48.50\|50.86\|48.20\|2257544;2026-08-05\|54.41\|8.24\|48.15\|55.30\|48.08\|3476057;2026-08-06\|56.15\|3.20\|53.87\|57.18\|53.68\|2889339;2026-08-07\|59.52\|6.00\|56.10\|60.29\|55.80\|2819666;2026-08-10\|59.62\|0.17\|60.99\|61.75\|57.20\|2595991;2026-08-11\|57.62\|-3.35\|57.99\|59.27\|56.36\|1916264;2026-08-12\|59.30\|2.92\|58.23\|59.88\|57.15\|1761704;2026-08-13\|57.25\|-3.46\|60.14\|60.80\|57.21\|2163527;2026-08-14\|62.98\|10.01\|58.10\|62.98\|57.25\|3182814;2026-08-17\|65.06\|3.30\|63.80\|65.50\|63.20\|2987652;2026-08-18\|65.41\|0.54\|65.07\|67.56\|64.53\|2596488;2026-08-19\|58.91\|-9.94\|62.01\|63.27\|58.87\|2307010;2026-08-20\|62.02\|5.28\|59.80\|62.37\|58.08\|1951341;2026-08-21\|62.18\|0.26\|60.89\|63.30\|59.48\|1662566;2026-08-24\|60.43\|-2.81\|62.20\|62.23\|59.30\|1481912;2026-08-25\|64.60\|6.90\|58.20\|66.37\|57.00\|2601434;2026-08-26\|64.83\|0.36\|64.70\|65.80\|63.50\|2110747;2026-08-27\|71.30\|9.98\|66.18\|71.31\|66.13\|2754809;2026-08-28\|68.70\|-3.65\|71.00\|72.21\|68.67\|2602271;2026-08-31\|67.38\|-1.92\|66.00\|68.20\|65.66\|1908892;2026-09-01\|67.34\|-0.06\|67.67\|69.00\|65.07\|1637168;2026-09-02\|66.90\|-0.65\|65.39\|68.77\|64.19\|1499953;2026-09-03\|65.29\|-2.41\|67.77\|67.96\|64.60\|1306763;2026-09-04\|62.22\|-4.70\|65.70\|66.49\|61.22\|1599421;2026-09-07\|64.00\|2.86\|62.99\|64.64\|62.22\|1406854;2026-09-08\|63.11\|-1.39\|63.90\|65.50\|62.66\|1506006;2026-09-09\|66.62\|5.56\|64.51\|67.50\|64.50\|2184008;2026-09-10\|63.91\|-4.07\|65.01\|65.68\|63.80\|1464000;2026-09-11\|65.24\|2.08\|62.00\|65.80\|61.80\|1700286;2026-09-14\|63.20\|-3.13\|63.01\|64.93\|62.22\|1120462;2026-09-15\|62.42\|-1.23\|61.90\|64.26\|61.88\|1129685;2026-09-16\|65.40\|4.77\|62.29\|66.20\|62.09\|1641751;2026-09-17\|68.49\|4.72\|65.40\|69.70\|65.39\|2338281;2026-09-18\|69.49\|1.46\|70.00\|70.94\|67.45\|2262780;2026-09-21\|71.75\|3.25\|71.68\|74.28\|71.18\|1821610;2026-09-22\|73.00\|1.74\|74.50\|76.35\|71.84\|2138435;2026-09-23\|69.94\|-4.19\|73.07\|73.50\|69.58\|1576300;2026-09-24\|67.38\|-3.66\|69.80\|70.38\|67.18\|1095351;2026-09-28\|60.64\|-10.00\|63.52\|64.00\|60.64\|1153015;2026-09-29\|57.11\|-5.82\|55.79\|58.12\|55.30\|2002724;2026-09-30\|54.86\|-3.94\|57.55\|57.88\|54.58\|1616790;2026-10-08\|52.70\|-3.94\|54.50\|55.49\|52.35\|1129991;2026-10-09\|52.95\|0.47\|51.88\|53.25\|49.63\|1435746;2026-10-12\|49.69\|-6.16\|52.00\|52.42\|49.67\|879860;2026-10-13\|49.83\|0.28\|47.60\|50.80\|47.50\|1106752;2026-10-14\|48.35\|-2.97\|49.33\|50.98\|48.28\|848565;2026-10-15\|45.50\|-5.89\|46.00\|46.81\|45.10\|1121314;2026-10-16\|45.68\|0.40\|46.50\|47.00\|45.20\|1023074;2026-10-19\|50.25\|10.00\|47.00\|50.25\|46.77\|2017087;2026-10-20\|52.07\|3.62\|50.00\|52.88\|50.00\|2125663;2026-10-21\|51.45\|-1.19\|52.07\|53.17\|51.11\|1381876;2026-10-22\|51.42\|-0.06\|51.45\|52.70\|50.03\|1626813;2026-10-23\|52.32\|1.75\|49.27\|52.63\|48.00\|1725183;2026-10-26\|48.06\|-8.14\|51.50\|51.51\|48.05\|1430153;2026-10-27\|46.53\|-3.18\|49.37\|49.60\|46.45\|1047911;2026-10-28\|48.47\|4.17\|47.93\|48.65\|46.47\|1330218;2026-10-29\|44.60\|-7.98\|47.66\|47.95\|44.55\|1367674;2026-10-30\|42.42\|-4.89\|42.35\|45.21\|42.26\|1257919;2026-11-02\|43.52\|2.59\|43.50\|44.80\|42.27\|1313065;2026-11-03\|40.45\|-7.05\|42.61\|43.62\|40.38\|1319757;2026-11-04\|43.52\|7.59\|40.51\|43.94\|38.81\|1915651;2026-11-05\|43.71\|0.44\|41.98\|45.29\|41.81\|1775645;2026-11-06\|40.90\|-6.43\|40.51\|42.13\|40.10\|1255502
128014	小鹏机器人业务完成首轮超9亿美元融资	机器人+线性驱动+新能源汽车 1、据2026年5月22日及5月21日公告，公司机器人相关业务已立项，产品处于开发阶段，短期内暂无法形成收入；据2026年5月18日华鑫证券研报，公司已完成具身机器人产品送样。 2、据2026年4月30日年报，公司主营线性驱动产品，2025年实现营收13.2亿元，占主业收入比重98.8%；并已形成集设备柔性、工艺柔性等于一体的柔性化制造体系。 3、据2026年4月30日年报，公司持续推进全球制造深化，越南工厂重点提质增效，美国工厂2026年将进入量产阶段。 4、据官网信息，子公司凯程精密客户品覆盖传统燃油车、新能源汽车等领域。	公司是线性驱动系统龙头，网传资料显示，公司招聘电机研发工程师，工作让内容包括负责机器人用伺服电机电磁方案分析及结构方案设计	2026-06-29\|81.10\|4.16\|77.00\|84.33\|77.00\|25507;2026-06-30\|84.85\|4.62\|80.38\|85.00\|79.10\|24419;2026-07-01\|86.25\|1.65\|84.25\|87.75\|82.50\|18040;2026-07-02\|89.40\|3.65\|86.25\|93.00\|85.84\|23159;2026-07-03\|95.18\|6.47\|88.10\|95.59\|87.02\|33214;2026-07-06\|86.68\|-8.93\|94.01\|95.17\|86.65\|22723;2026-07-07\|82.00\|-5.40\|86.60\|89.49\|81.61\|20539;2026-07-08\|74.69\|-8.91\|84.06\|84.06\|73.94\|25916;2026-07-09\|75.01\|0.43\|76.18\|77.00\|71.61\|12174;2026-07-10\|72.72\|-3.05\|75.01\|78.60\|72.72\|16369;2026-07-13\|66.93\|-7.96\|72.35\|73.39\|66.24\|12272;2026-07-14\|67.85\|1.37\|67.31\|69.18\|65.00\|9699;2026-07-15\|69.05\|1.77\|68.23\|72.22\|67.91\|17416;2026-07-16\|65.70\|-4.85\|68.36\|70.36\|65.00\|11475;2026-07-17\|61.35\|-6.62\|66.03\|66.03\|60.60\|17218;2026-07-20\|55.22\|-9.99\|62.34\|62.90\|55.22\|11272;2026-07-21\|60.74\|10.00\|58.31\|60.74\|53.75\|14646;2026-07-22\|61.38\|1.05\|63.13\|66.00\|59.95\|18001;2026-07-23\|67.52\|10.00\|62.91\|67.52\|58.64\|18296;2026-07-24\|69.24\|2.55\|66.33\|74.27\|63.20\|18657;2026-07-27\|67.41\|-2.64\|66.18\|69.18\|65.38\|11854;2026-07-28\|65.00\|-3.58\|68.07\|68.68\|65.00\|8226;2026-07-29\|58.92\|-9.35\|65.00\|66.00\|58.50\|12779;2026-07-30\|53.04\|-9.98\|58.50\|59.34\|53.03\|12439;2026-07-31\|54.60\|2.94\|54.10\|57.99\|54.10\|15799;2026-08-03\|60.06\|10.00\|54.60\|60.06\|53.29\|23756;2026-08-04\|59.14\|-1.53\|60.06\|60.07\|56.53\|29225;2026-08-05\|58.59\|-0.93\|58.46\|59.20\|57.30\|26967;2026-08-06\|59.60\|1.72\|58.06\|60.61\|56.50\|27577;2026-08-07\|58.42\|-1.98\|59.65\|61.50\|55.33\|30123;2026-08-10\|57.63\|-1.35\|58.27\|62.00\|56.44\|29839;2026-08-11\|63.39\|9.99\|57.05\|63.39\|55.00\|36949;2026-08-12\|64.60\|1.91\|64.10\|68.98\|63.63\|58631;2026-08-13\|65.55\|1.47\|64.38\|67.48\|62.28\|43945;2026-08-14\|63.01\|-3.87\|64.83\|66.00\|61.71\|27319;2026-08-17\|62.93\|-0.13\|62.38\|63.31\|61.75\|16520;2026-08-18\|61.80\|-1.80\|63.12\|63.20\|60.98\|17171;2026-08-19\|55.62\|-10.00\|61.00\|61.00\|55.62\|21569;2026-08-20\|54.92\|-1.26\|55.51\|55.87\|53.00\|16388;2026-08-21\|57.11\|3.99\|54.92\|57.65\|53.53\|15850;2026-08-24\|56.77\|-0.60\|57.80\|58.69\|55.66\|15832;2026-08-25\|55.99\|-1.37\|56.10\|56.56\|54.50\|12927;2026-08-26\|57.40\|2.52\|55.84\|58.60\|55.81\|18425;2026-08-27\|63.14\|10.00\|56.81\|63.14\|56.81\|30032;2026-08-28\|66.70\|5.64\|63.71\|67.71\|61.80\|44329;2026-08-31\|68.76\|3.09\|65.13\|69.36\|65.13\|24059;2026-09-01\|66.59\|-3.16\|69.00\|69.45\|66.36\|17183;2026-09-02\|65.76\|-1.25\|66.61\|69.36\|63.82\|33151;2026-09-03\|72.34\|10.01\|66.10\|72.34\|64.00\|37992;2026-09-04\|65.61\|-9.30\|73.50\|73.54\|65.16\|34246;2026-09-07\|70.43\|7.35\|67.58\|72.17\|66.48\|46338;2026-09-08\|67.66\|-3.93\|70.37\|70.37\|64.80\|36700;2026-09-09\|65.29\|-3.50\|67.32\|68.68\|65.25\|18283;2026-09-10\|64.28\|-1.55\|65.15\|65.15\|62.93\|13062;2026-09-11\|61.17\|-4.84\|63.00\|63.40\|59.80\|14954;2026-09-14\|63.48\|3.78\|61.02\|64.62\|60.01\|15995;2026-09-15\|60.64\|-4.47\|62.58\|63.21\|60.59\|13073;2026-09-16\|61.14\|0.82\|60.71\|61.53\|58.80\|14508;2026-09-17\|67.25\|9.99\|60.80\|67.25\|60.68\|25654;2026-09-18\|69.17\|2.85\|69.57\|70.36\|66.64\|34430;2026-09-21\|71.00\|2.65\|68.98\|72.50\|68.96\|22517;2026-09-22\|68.25\|-3.87\|71.01\|71.47\|68.04\|17419;2026-09-23\|67.92\|-0.48\|68.10\|71.11\|67.70\|17529;2026-09-24\|66.19\|-2.55\|68.80\|69.70\|65.00\|22378;2026-09-28\|67.79\|2.42\|66.38\|72.00\|65.77\|26604;2026-09-29\|65.30\|-3.67\|67.79\|68.36\|65.03\|17422;2026-09-30\|71.83\|10.00\|66.31\|71.83\|64.79\|29529;2026-10-08\|66.32\|-7.67\|71.50\|71.51\|66.00\|33921;2026-10-09\|65.61\|-1.07\|65.99\|67.46\|62.50\|23991;2026-10-12\|62.00\|-5.50\|65.08\|65.28\|61.89\|17112;2026-10-13\|62.58\|0.94\|60.76\|64.11\|58.79\|17330;2026-10-14\|59.07\|-5.61\|62.00\|62.50\|58.84\|14518;2026-10-15\|54.62\|-7.53\|56.00\|57.88\|54.35\|15686;2026-10-16\|53.80\|-1.50\|55.35\|56.50\|53.00\|16453;2026-10-19\|57.80\|7.43\|53.35\|58.98\|51.43\|26569;2026-10-20\|59.42\|2.80\|57.73\|62.71\|57.13\|27671;2026-10-21\|57.75\|-2.81\|58.83\|60.47\|57.40\|15535;2026-10-22\|57.70\|-0.09\|57.99\|62.53\|57.42\|25306;2026-10-23\|61.37\|6.36\|57.57\|62.59\|53.01\|35404;2026-10-26\|60.02\|-2.20\|60.79\|61.86\|59.30\|19218;2026-10-27\|59.45\|-0.95\|60.40\|61.50\|59.02\|14268;2026-10-28\|65.40\|10.01\|59.71\|65.40\|59.71\|20711;2026-10-29\|63.95\|-2.22\|65.65\|68.26\|63.85\|31475;2026-10-30\|58.70\|-8.21\|63.32\|65.40\|58.35\|27283;2026-11-02\|64.57\|10.00\|58.00\|64.57\|56.02\|33505;2026-11-03\|66.09\|2.35\|66.50\|68.70\|64.11\|32405;2026-11-04\|72.70\|10.00\|66.71\|72.70\|66.71\|19807;2026-11-05\|71.78\|-1.27\|75.99\|75.99\|69.48\|39743;2026-11-06\|66.44\|-7.44\|69.99\|71.00\|66.09\|30751
128013	英伟达业绩超预期	中报扭亏+长飞光纤+低轨卫星行业原因：英伟达二季度营收同比增长106%，三季度营收指引1080亿美元并超预期，公司预计2028财年营收增长约70%。英伟达美股盘后大涨4.7%。公司原因： 1、据2026年8月24日公司公告，公司2026年上半年营业收入2.92亿元，同比增长0.67%；归属于上市公司股东的净利润4.46亿元，上年同期亏损511.16万元，实现扭亏为盈；归属于上市公司股东的扣除非经常性损益的净利润2.28亿元，上年同期亏损3255.7万元。 2、据2026年7月10日公告，公司出售长飞光纤999,985股，交易金额4.12亿元，预计增加2026年度利润总额约3.76亿元；交易后仍持有14.23%股份。 3、据2026年6月2日互动易，公司提供低轨卫星地面运控中心网络控制管理和指挥系统，已研发宽带低轨卫星星座网络控制系统、一体化信关站等产品。	1、参股公司长飞光纤是世界领先的光纤预制棒、光纤及光缆供应商之一； 2、低轨卫星通信是公司重点开拓的新行业之一，公司背靠中国信科，其在星地融合标准制定上发挥了突出的贡献，自R18开始首次实现中国在3GPPNTN的标准立项，目前已累计牵头16项，是全球牵头卫星NTN立项最多的公司	2026-06-29\|62.78\|-3.95\|65.76\|66.00\|60.60\|163822;2026-06-30\|65.51\|4.35\|63.85\|67.18\|62.68\|129042;2026-07-01\|62.36\|-4.81\|65.00\|65.59\|61.27\|141134;2026-07-02\|58.87\|-5.60\|59.42\|62.30\|58.52\|115584;2026-07-03\|58.88\|0.02\|58.50\|60.46\|57.86\|91857;2026-07-06\|56.68\|-3.74\|60.65\|62.50\|54.50\|134803;2026-07-07\|56.70\|0.04\|56.67\|58.63\|55.55\|116047;2026-07-08\|57.20\|0.88\|57.17\|59.46\|56.47\|144690;2026-07-09\|59.45\|3.93\|57.75\|59.58\|54.70\|158938;2026-07-10\|61.88\|4.09\|60.95\|64.18\|59.43\|208702;2026-07-13\|55.69\|-10.00\|60.20\|60.34\|55.69\|110696;2026-07-14\|55.00\|-1.24\|54.50\|55.48\|50.72\|130859;2026-07-15\|56.49\|2.71\|57.64\|59.20\|56.00\|154783;2026-07-16\|51.65\|-8.57\|53.22\|54.63\|51.12\|122515;2026-07-17\|46.39\|-9.99\|49.89\|50.96\|46.39\|136150;2026-07-20\|46.30\|-0.19\|47.56\|49.22\|43.89\|164816;2026-07-21\|47.35\|2.27\|45.80\|47.67\|41.67\|193812;2026-07-22\|45.10\|-4.75\|46.56\|47.29\|45.01\|134724;2026-07-23\|45.17\|0.16\|44.96\|46.85\|44.51\|92472;2026-07-24\|43.38\|-3.96\|44.27\|45.30\|43.13\|66960;2026-07-27\|45.16\|4.10\|43.37\|45.36\|43.02\|72545;2026-07-28\|42.38\|-6.16\|44.16\|45.16\|42.05\|82088;2026-07-29\|41.16\|-2.88\|41.87\|42.60\|39.90\|88082;2026-07-30\|39.36\|-4.37\|40.89\|42.16\|38.73\|87548;2026-07-31\|41.04\|4.27\|41.63\|42.63\|41.00\|99396;2026-08-03\|41.33\|0.71\|40.95\|41.99\|40.60\|64690;2026-08-04\|43.22\|4.57\|41.71\|43.66\|41.53\|84188;2026-08-05\|45.90\|6.20\|42.30\|46.49\|42.20\|127812;2026-08-06\|46.42\|1.13\|45.10\|47.36\|44.90\|103182;2026-08-07\|47.29\|1.87\|46.41\|47.66\|45.90\|85657;2026-08-10\|47.13\|-0.34\|47.37\|47.67\|46.02\|70358;2026-08-11\|46.18\|-2.02\|46.60\|47.28\|45.95\|49086;2026-08-12\|47.22\|2.25\|46.11\|47.70\|45.90\|62349;2026-08-13\|46.20\|-2.16\|48.00\|48.15\|46.20\|62216;2026-08-14\|47.46\|2.73\|46.51\|48.05\|46.21\|75242;2026-08-17\|48.98\|3.20\|47.69\|49.27\|47.38\|80440;2026-08-18\|48.86\|-0.24\|48.98\|49.90\|48.05\|77615;2026-08-19\|44.93\|-8.04\|47.86\|47.99\|44.60\|79781;2026-08-20\|46.00\|2.38\|45.50\|46.46\|44.80\|59335;2026-08-21\|47.60\|3.48\|45.90\|48.18\|45.67\|72865;2026-08-24\|47.70\|0.21\|49.00\|50.08\|46.55\|107920;2026-08-25\|48.00\|0.63\|46.70\|49.38\|45.70\|122079;2026-08-26\|47.33\|-1.40\|48.20\|48.58\|46.70\|112628;2026-08-27\|52.06\|9.99\|47.87\|52.06\|47.61\|184151;2026-08-28\|51.05\|-1.94\|51.85\|53.50\|50.98\|170048;2026-08-31\|50.75\|-0.59\|50.00\|51.49\|50.00\|99546;2026-09-01\|50.56\|-0.37\|50.70\|51.84\|48.82\|125047;2026-09-02\|49.56\|-1.98\|50.20\|50.85\|49.49\|83280;2026-09-03\|48.80\|-1.53\|49.20\|50.04\|48.00\|90461;2026-09-04\|46.59\|-4.53\|48.98\|49.49\|46.17\|94915;2026-09-07\|51.25\|10.00\|47.00\|51.25\|46.81\|153692;2026-09-08\|52.40\|2.24\|51.80\|54.49\|51.51\|201936;2026-09-09\|53.97\|3.00\|54.01\|56.30\|53.55\|198871;2026-09-10\|53.88\|-0.17\|54.25\|54.88\|52.96\|111203;2026-09-11\|54.62\|1.37\|53.11\|54.89\|52.51\|151931;2026-09-14\|53.69\|-1.70\|53.47\|54.80\|52.40\|125331;2026-09-15\|53.10\|-1.10\|52.86\|53.86\|52.07\|88256;2026-09-16\|53.83\|1.37\|53.05\|54.50\|52.62\|123359;2026-09-17\|54.35\|0.97\|53.28\|55.46\|53.20\|146955;2026-09-18\|54.49\|0.26\|55.02\|55.19\|53.03\|133561;2026-09-21\|54.70\|0.39\|54.50\|55.31\|54.05\|102314;2026-09-22\|54.41\|-0.53\|55.50\|56.33\|54.29\|132773;2026-09-23\|53.93\|-0.88\|54.45\|54.76\|53.11\|73418;2026-09-24\|51.89\|-3.78\|53.77\|54.00\|51.89\|63198;2026-09-28\|46.70\|-10.00\|51.36\|51.81\|46.70\|100290;2026-09-29\|47.06\|0.77\|46.54\|47.68\|45.80\|70039;2026-09-30\|48.79\|3.68\|47.40\|50.45\|47.08\|92996;2026-10-08\|46.42\|-4.86\|48.80\|48.84\|45.88\|73701;2026-10-09\|45.58\|-1.81\|46.00\|46.18\|43.38\|63859;2026-10-12\|43.32\|-4.96\|45.51\|45.51\|43.29\|44551;2026-10-13\|43.68\|0.83\|41.88\|44.24\|40.96\|61034;2026-10-14\|42.70\|-2.24\|43.35\|44.41\|42.58\|42461;2026-10-15\|40.00\|-6.32\|41.40\|41.76\|39.60\|60043;2026-10-16\|40.50\|1.25\|40.88\|41.85\|40.00\|58963;2026-10-19\|40.22\|-0.69\|40.32\|41.45\|39.69\|57331;2026-10-20\|42.16\|4.82\|39.88\|42.80\|39.66\|73163;2026-10-21\|42.41\|0.59\|42.18\|43.80\|42.18\|55581;2026-10-22\|39.68\|-6.44\|42.89\|42.89\|39.56\|70999;2026-10-23\|40.71\|2.60\|38.56\|40.90\|36.53\|85330;2026-10-26\|38.67\|-5.01\|40.32\|40.50\|38.51\|55401;2026-10-27\|37.40\|-3.28\|39.28\|39.97\|37.40\|44900;2026-10-28\|38.37\|2.59\|38.00\|39.05\|37.48\|47744;2026-10-29\|37.20\|-3.05\|38.25\|38.79\|37.18\|67727;2026-10-30\|35.75\|-3.90\|35.99\|37.95\|35.33\|68053;2026-11-02\|39.33\|10.01\|38.40\|39.33\|38.40\|44797;2026-11-03\|37.91\|-3.61\|41.00\|41.30\|37.85\|158791;2026-11-04\|40.58\|7.04\|38.66\|40.70\|37.56\|166827;2026-11-05\|40.04\|-1.33\|38.90\|41.28\|38.90\|149118;2026-11-06\|37.33\|-6.77\|37.50\|38.26\|37.05\|99021
128012	莫德纳&默沙东宣布全球首个mRNA癌症疫苗三期成功	创新药+复杂制剂+医疗服务行业原因： 1、1月12日晚间，药明康德发布2025年度业绩预增公告，公司预计2025年归母净利润约为191.51亿元，同比大幅增长约102.65%。 2、蚂蚁阿福发布一个月后，月活突破3000万，单日提问量超1000万。继OpenAI上周推出医疗健康产品后，Anthropic紧随其后进军医疗领域。公司原因： 1、据2025年11月10日业绩说明会，公司前三季度营收2.99亿元、归母净利3267万元，分别同比增2.74%、36.41%，利润总额增43.13%，主因加强项目全周期管理、提升销售收入、优化人员结构及成本控制等多因素共同作用。 2、据2025年11月10日业绩说明会，公司围绕吸入、缓控释等五大复杂制剂平台，2025年上半年申报受理89个项目、获批52个，申报量及获批量均居行业前列。 3、据2025年8月22日半年度报告，公司为制药企业提供从药物发现、CMC开发到注册申报的一站式CRO服务，累计取得国内注册批件400余项，服务数十家中国制药百强企业。	综合服务性CRO企业，控股股东、实际控制人拟变更为金华市国资委	2026-06-29\|6.75\|3.85\|6.46\|6.83\|6.25\|131956;2026-06-30\|6.62\|-1.93\|6.65\|6.75\|6.53\|91011;2026-07-01\|6.83\|3.17\|6.57\|6.84\|6.51\|122560;2026-07-02\|6.90\|1.02\|6.75\|7.03\|6.75\|111249;2026-07-03\|6.96\|0.87\|6.98\|7.01\|6.73\|92682;2026-07-06\|7.02\|0.86\|6.87\|7.15\|6.86\|123943;2026-07-07\|6.80\|-3.13\|6.98\|6.98\|6.68\|96400;2026-07-08\|6.69\|-1.62\|6.71\|6.81\|6.60\|59706;2026-07-09\|6.55\|-2.09\|6.63\|6.76\|6.46\|83165;2026-07-10\|6.80\|3.82\|6.49\|6.88\|6.38\|140406;2026-07-13\|6.75\|-0.74\|6.79\|6.91\|6.70\|87318;2026-07-14\|6.88\|1.93\|6.70\|6.89\|6.61\|102544;2026-07-15\|7.57\|10.03\|6.89\|7.57\|6.85\|230148;2026-07-16\|8.31\|9.78\|7.65\|8.32\|7.63\|715179;2026-07-17\|7.48\|-9.99\|7.76\|7.98\|7.48\|318127;2026-07-20\|7.26\|-2.94\|7.04\|7.40\|6.82\|352590;2026-07-21\|6.86\|-5.51\|7.14\|7.17\|6.53\|344870;2026-07-22\|6.81\|-0.73\|6.74\|7.09\|6.73\|248590;2026-07-23\|6.95\|2.06\|6.71\|6.96\|6.61\|223162;2026-07-24\|6.60\|-5.04\|6.88\|7.01\|6.57\|188131;2026-07-27\|7.00\|6.06\|6.56\|7.20\|6.40\|247165;2026-07-28\|7.07\|1.00\|6.96\|7.26\|6.91\|225553;2026-07-29\|7.06\|-0.14\|7.21\|7.29\|6.97\|183172;2026-07-30\|6.85\|-2.97\|7.04\|7.14\|6.81\|163308;2026-07-31\|7.03\|2.63\|6.91\|7.04\|6.85\|130655;2026-08-03\|7.20\|2.42\|7.02\|7.22\|7.02\|139404;2026-08-04\|7.92\|10.00\|7.92\|7.92\|7.92\|107250;2026-08-05\|8.71\|9.97\|8.71\|8.71\|8.36\|416179;2026-08-06\|9.58\|9.99\|9.54\|9.58\|8.95\|1258271;2026-08-07\|10.54\|10.02\|10.25\|10.54\|10.10\|600683;2026-08-10\|11.59\|9.96\|11.59\|11.59\|11.59\|51187;2026-08-11\|12.75\|10.01\|12.75\|12.75\|12.57\|668310;2026-08-12\|14.03\|10.04\|13.38\|14.03\|13.27\|1323964;2026-08-13\|14.50\|3.35\|13.60\|15.09\|13.00\|1849714;2026-08-14\|13.81\|-4.76\|13.61\|14.49\|13.30\|1201047;2026-08-17\|14.02\|1.52\|13.80\|14.30\|13.08\|1168897;2026-08-18\|13.50\|-3.71\|13.90\|14.42\|13.32\|1059650;2026-08-19\|13.72\|1.63\|13.00\|14.41\|12.85\|1226470;2026-08-20\|13.66\|-0.44\|14.20\|14.44\|13.31\|1222364;2026-08-21\|13.25\|-3.00\|12.89\|13.60\|12.29\|1090111;2026-08-24\|14.19\|7.09\|13.25\|14.30\|13.08\|1232013;2026-08-25\|14.96\|5.43\|13.88\|15.08\|13.50\|1344575;2026-08-26\|15.16\|1.34\|14.60\|15.59\|14.11\|1301261;2026-08-27\|16.68\|10.03\|16.22\|16.68\|15.61\|1670902;2026-08-28\|15.44\|-7.43\|16.33\|16.67\|15.01\|1837162;2026-08-31\|13.90\|-9.97\|13.90\|13.99\|13.90\|467432;2026-09-01\|13.19\|-5.11\|12.92\|14.00\|12.64\|1425662;2026-09-02\|12.86\|-2.50\|12.66\|13.58\|11.89\|1474542;2026-09-03\|11.80\|-8.24\|12.80\|13.20\|11.57\|1281204;2026-09-04\|11.94\|1.19\|11.80\|12.28\|11.22\|1149626;2026-09-07\|12.02\|0.67\|11.68\|12.14\|11.50\|881052;2026-09-08\|12.28\|2.16\|11.90\|12.59\|11.53\|1266045;2026-09-09\|11.55\|-5.94\|12.00\|12.12\|11.37\|978210;2026-09-10\|11.40\|-1.30\|11.29\|11.94\|10.55\|1083176;2026-09-11\|10.91\|-4.30\|11.08\|11.60\|10.65\|828449;2026-09-14\|11.25\|3.12\|10.91\|11.49\|10.87\|848070;2026-09-15\|10.66\|-5.24\|11.22\|11.32\|10.66\|662349;2026-09-16\|10.79\|1.22\|10.66\|11.20\|10.36\|603208;2026-09-17\|11.87\|10.01\|10.90\|11.87\|10.72\|901684;2026-09-18\|11.95\|0.67\|11.70\|12.64\|11.51\|1665964;2026-09-21\|13.15\|10.04\|12.01\|13.15\|12.01\|1116048;2026-09-22\|14.47\|10.04\|13.38\|14.47\|13.37\|1946828;2026-09-23\|13.29\|-8.15\|13.94\|14.64\|13.04\|1772917;2026-09-24\|12.92\|-2.78\|12.66\|13.96\|12.45\|1526091;2026-09-28\|12.18\|-5.73\|12.71\|12.94\|11.90\|1001972;2026-09-29\|12.95\|6.32\|12.50\|13.40\|12.07\|1504437;2026-09-30\|13.11\|1.24\|12.90\|13.65\|12.40\|1403469;2026-10-08\|12.58\|-4.04\|13.36\|13.50\|12.50\|943549;2026-10-09\|12.61\|0.24\|12.64\|12.75\|11.74\|851724;2026-10-12\|11.68\|-7.38\|12.57\|12.66\|11.65\|653834;2026-10-13\|11.62\|-0.51\|11.44\|11.77\|10.90\|626883;2026-10-14\|10.95\|-5.77\|11.52\|11.54\|10.94\|459448;2026-10-15\|12.05\|10.05\|10.70\|12.05\|10.63\|577292;2026-10-16\|11.02\|-8.55\|12.11\|12.60\|11.00\|1294903;2026-10-19\|10.63\|-3.54\|11.23\|11.72\|10.38\|973606;2026-10-20\|10.68\|0.47\|10.61\|10.86\|10.04\|797813;2026-10-21\|10.67\|-0.09\|10.90\|11.29\|10.60\|713453;2026-10-22\|9.71\|-9.00\|10.52\|10.60\|9.70\|687362;2026-10-23\|9.58\|-1.34\|9.34\|9.66\|9.00\|611160;2026-10-26\|9.43\|-1.57\|9.49\|9.65\|9.29\|400493;2026-10-27\|9.04\|-4.14\|9.60\|9.65\|9.03\|400380;2026-10-28\|9.23\|2.10\|9.03\|9.35\|8.75\|598293;2026-10-29\|8.94\|-3.14\|9.20\|9.73\|8.91\|491466;2026-10-30\|9.83\|9.96\|8.94\|9.83\|8.45\|973468;2026-11-02\|9.98\|1.53\|10.10\|10.11\|9.16\|1081531;2026-11-03\|9.55\|-4.31\|9.92\|10.22\|9.43\|905871;2026-11-04\|9.90\|3.66\|9.55\|10.02\|9.18\|1179672;2026-11-05\|10.10\|2.02\|9.76\|10.30\|9.75\|1028173;2026-11-06\|9.71\|-3.86\|9.88\|10.25\|9.62\|731379
128011	英伟达业绩超预期	交换机+CPO+算力+福建国资行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年3月28日年报，公司发布51.2T CPO交换机商用互联方案及800G/1.6T光模块，已获头部互联网客户采购，数据中心交换机2025年三季度在中国互联网行业市占率第二。 2、据2026年3月28日年报，公司战略聚焦“ICT基础设施+AI应用”，2026年将全面提速海外市场拓展，依托AI技术优势参与国际化竞争。 3、据2025年年度报告，公司最终控制人为福建省国资委，属地方国企。	国内领先的ICT应用方案提供商；控股子公司锐捷网络是国内少数几家具备高端数据中心交换机研发能力的企业，推出了应用CPO技术的数据中心交换机	2026-06-29\|17.43\|-1.53\|17.65\|17.83\|16.88\|228367;2026-06-30\|19.17\|9.98\|17.49\|19.17\|17.48\|213083;2026-07-01\|21.09\|10.02\|19.59\|21.09\|19.51\|418753;2026-07-02\|21.27\|0.85\|21.29\|22.25\|20.50\|842213;2026-07-03\|23.40\|10.01\|23.40\|23.40\|23.40\|78582;2026-07-06\|25.74\|10.00\|25.74\|25.74\|25.13\|449901;2026-07-07\|26.45\|2.76\|27.00\|28.30\|26.29\|1756529;2026-07-08\|29.10\|10.02\|27.66\|29.10\|26.90\|552698;2026-07-09\|28.96\|-0.48\|27.00\|29.20\|26.45\|1428423;2026-07-10\|27.47\|-5.14\|28.60\|29.70\|27.47\|1332079;2026-07-13\|28.99\|5.53\|27.72\|30.22\|27.72\|1533230;2026-07-14\|28.62\|-1.28\|31.00\|31.89\|27.00\|1780122;2026-07-15\|27.52\|-3.84\|28.38\|28.95\|26.69\|1465175;2026-07-16\|28.51\|3.60\|26.42\|29.30\|26.30\|1758646;2026-07-17\|29.95\|5.05\|27.92\|31.36\|27.13\|2001954;2026-07-20\|28.74\|-4.04\|30.00\|31.69\|26.99\|2038105;2026-07-21\|31.61\|9.99\|27.96\|31.61\|27.54\|2174138;2026-07-22\|34.59\|9.43\|30.16\|34.77\|30.10\|2189242;2026-07-23\|33.93\|-1.91\|35.26\|36.98\|32.50\|1736855;2026-07-24\|32.92\|-2.98\|33.02\|34.95\|32.51\|1256240;2026-07-27\|31.30\|-4.92\|32.34\|32.68\|30.00\|1310124;2026-07-28\|28.33\|-9.49\|30.15\|30.72\|28.17\|1345265;2026-07-29\|26.32\|-7.09\|28.33\|28.33\|25.50\|1368303;2026-07-30\|24.43\|-7.18\|26.40\|26.90\|24.24\|830802;2026-07-31\|26.06\|6.67\|25.94\|26.77\|25.40\|814496;2026-08-03\|24.96\|-4.22\|25.69\|27.69\|24.56\|677421;2026-08-04\|26.09\|4.53\|25.36\|26.09\|24.60\|747948;2026-08-05\|28.70\|10.00\|25.87\|28.70\|25.87\|970083;2026-08-06\|29.02\|1.11\|27.98\|29.40\|27.61\|1072316;2026-08-07\|29.60\|2.00\|28.75\|30.05\|28.35\|899349;2026-08-10\|30.03\|1.45\|29.48\|30.33\|28.87\|714286;2026-08-11\|29.95\|-0.27\|29.58\|31.12\|29.50\|788022;2026-08-12\|29.44\|-1.70\|29.90\|30.33\|29.02\|565967;2026-08-13\|32.38\|9.99\|31.00\|32.38\|30.12\|1111309;2026-08-14\|32.67\|0.90\|33.15\|34.70\|31.94\|1296613;2026-08-17\|33.91\|3.80\|33.71\|34.17\|31.81\|1250417;2026-08-18\|32.76\|-3.39\|33.77\|34.19\|31.70\|1060196;2026-08-19\|29.48\|-10.01\|31.31\|32.40\|29.48\|799443;2026-08-20\|30.15\|2.27\|29.97\|31.66\|29.40\|718050;2026-08-21\|33.17\|10.02\|30.60\|33.17\|30.35\|742346;2026-08-24\|32.08\|-3.29\|33.58\|33.79\|31.40\|943700;2026-08-25\|30.84\|-3.87\|30.89\|31.66\|30.51\|684879;2026-08-26\|30.32\|-1.69\|30.85\|31.40\|29.53\|750626;2026-08-27\|33.35\|9.99\|31.01\|33.35\|30.30\|1023615;2026-08-28\|36.69\|10.02\|33.80\|36.69\|33.40\|1148070;2026-08-31\|40.36\|10.00\|35.90\|40.36\|35.50\|1406618;2026-09-01\|39.75\|-1.51\|40.16\|41.18\|39.02\|1318987;2026-09-02\|39.83\|0.20\|39.56\|41.95\|38.36\|1357342;2026-09-03\|39.65\|-0.45\|40.63\|40.98\|38.02\|1084781;2026-09-04\|37.01\|-6.66\|39.26\|39.55\|36.60\|1209363;2026-09-07\|38.14\|3.05\|36.80\|38.67\|36.28\|1015735;2026-09-08\|37.33\|-2.12\|38.70\|39.38\|37.05\|1004774;2026-09-09\|35.81\|-4.07\|37.50\|38.09\|35.41\|1007271;2026-09-10\|35.99\|0.50\|35.80\|36.58\|35.20\|677685;2026-09-11\|34.59\|-3.89\|35.01\|35.86\|33.32\|774579;2026-09-14\|34.82\|0.66\|33.95\|35.93\|33.01\|660451;2026-09-15\|35.30\|1.38\|34.51\|36.11\|34.36\|701615;2026-09-16\|38.83\|10.00\|35.28\|38.83\|34.76\|1389190;2026-09-17\|38.20\|-1.62\|37.65\|39.60\|37.48\|1173140;2026-09-18\|38.90\|1.83\|38.18\|39.86\|37.42\|1059739;2026-09-21\|37.74\|-2.98\|38.30\|38.58\|37.13\|896770;2026-09-22\|37.72\|-0.05\|38.30\|39.08\|37.48\|895186;2026-09-23\|36.52\|-3.18\|37.98\|37.99\|36.44\|704282;2026-09-24\|36.65\|0.36\|36.80\|37.69\|36.33\|644632;2026-09-28\|32.99\|-9.99\|35.92\|36.18\|32.99\|604857;2026-09-29\|32.86\|-0.39\|31.53\|33.17\|31.52\|450483;2026-09-30\|32.60\|-0.79\|33.41\|33.58\|32.38\|330494;2026-10-08\|31.74\|-2.64\|32.53\|33.16\|31.48\|361713;2026-10-09\|31.23\|-1.61\|31.50\|31.50\|29.26\|795858;2026-10-12\|28.11\|-9.99\|30.71\|30.88\|28.11\|742120;2026-10-13\|28.41\|1.07\|27.50\|28.78\|26.67\|637760;2026-10-14\|27.95\|-1.62\|28.12\|29.05\|27.77\|415672;2026-10-15\|26.40\|-5.55\|26.86\|27.35\|26.11\|449213;2026-10-16\|25.78\|-2.35\|26.89\|27.03\|25.48\|405753;2026-10-19\|25.61\|-0.66\|25.76\|26.10\|25.00\|355555;2026-10-20\|26.65\|4.06\|25.83\|26.99\|24.76\|688228;2026-10-21\|26.78\|0.49\|27.05\|27.36\|26.53\|518997;2026-10-22\|25.70\|-4.03\|26.78\|27.15\|25.64\|499283;2026-10-23\|26.23\|2.06\|25.29\|26.45\|24.29\|560439;2026-10-26\|24.79\|-5.49\|25.96\|25.99\|24.68\|410363;2026-10-27\|23.79\|-4.03\|25.24\|25.45\|23.78\|369828;2026-10-28\|24.92\|4.75\|24.50\|25.20\|24.10\|458250;2026-10-29\|23.15\|-7.10\|24.90\|24.98\|23.10\|465397;2026-10-30\|21.62\|-6.61\|22.35\|23.06\|21.62\|436606;2026-11-02\|22.21\|2.73\|22.20\|22.50\|21.60\|406522;2026-11-03\|21.20\|-4.55\|21.80\|22.40\|21.01\|378661;2026-11-04\|22.85\|7.78\|21.25\|22.88\|20.88\|504940;2026-11-05\|23.78\|4.07\|21.99\|24.44\|21.99\|556754;2026-11-06\|22.95\|-3.49\|22.19\|23.33\|22.19\|377064
128010	摩根大通：下一轮全球粮食危机可能正在酝酿之中	林业+林板一体化+海峡两岸行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2026年8月27日半年度报告，公司围绕林木主业构建从良种繁育、科学种植到板材深加工的全产业链，并将森林经营认证纳入核心管理体系，有利于产品进入绿色供应链。 2、据2026年8月27日半年度报告，公司拥有四条中高密度纤维板生产线和三条饰面板加工生产线，产品覆盖家具、木地板、建筑装潢等领域。 3、据2026年4月25日年度社会责任报告，公司注册地位于平潭综合实验区，持续发挥地缘和政策优势，推动相关项目资源整合与发展。	A股唯一一家注册在平潭岛的上市公司，公司拥有90万亩林地，受益林业碳汇交易发展	2026-06-29\|6.61\|-1.05\|6.60\|6.69\|6.38\|905208;2026-06-30\|6.69\|1.21\|6.59\|6.73\|6.52\|694930;2026-07-01\|7.05\|5.38\|6.82\|7.26\|6.72\|1442179;2026-07-02\|7.76\|10.07\|7.01\|7.76\|6.97\|852026;2026-07-03\|6.98\|-10.05\|7.56\|7.67\|6.98\|2632149;2026-07-06\|6.46\|-7.45\|6.98\|7.13\|6.45\|2067717;2026-07-07\|6.14\|-4.95\|6.43\|6.51\|6.12\|1433037;2026-07-08\|5.85\|-4.72\|6.13\|6.14\|5.85\|1046135;2026-07-09\|5.92\|1.20\|5.86\|5.99\|5.65\|1095793;2026-07-10\|6.11\|3.21\|5.87\|6.31\|5.82\|1335866;2026-07-13\|5.69\|-6.87\|6.12\|6.15\|5.67\|1095157;2026-07-14\|5.78\|1.58\|5.70\|5.79\|5.50\|889701;2026-07-15\|5.80\|0.35\|5.78\|5.94\|5.68\|809640;2026-07-16\|5.80\|0.00\|5.73\|5.90\|5.68\|729905;2026-07-17\|5.41\|-6.72\|5.79\|5.86\|5.34\|1061688;2026-07-20\|5.26\|-2.77\|5.47\|5.61\|5.18\|1049207;2026-07-21\|5.42\|3.04\|5.28\|5.44\|4.95\|1240869;2026-07-22\|5.47\|0.92\|5.42\|5.50\|5.34\|823729;2026-07-23\|5.70\|4.20\|5.48\|5.75\|5.42\|981616;2026-07-24\|5.52\|-3.16\|5.79\|6.25\|5.50\|2615553;2026-07-27\|5.82\|5.43\|5.48\|5.82\|5.32\|1769550;2026-07-28\|5.74\|-1.37\|5.76\|5.97\|5.71\|1234079;2026-07-29\|5.76\|0.35\|5.73\|5.82\|5.59\|1101771;2026-07-30\|5.57\|-3.30\|5.71\|5.94\|5.56\|1275771;2026-07-31\|5.83\|4.67\|5.64\|5.89\|5.55\|1524382;2026-08-03\|6.20\|6.35\|5.92\|6.28\|5.84\|1922080;2026-08-04\|6.43\|3.71\|6.20\|6.49\|6.20\|1863372;2026-08-05\|6.61\|2.80\|6.42\|6.70\|6.30\|1812800;2026-08-06\|6.66\|0.76\|6.55\|6.70\|6.48\|1811939;2026-08-07\|6.54\|-1.80\|6.60\|6.60\|6.35\|1519313;2026-08-10\|6.71\|2.60\|6.54\|6.78\|6.50\|1277784;2026-08-11\|6.69\|-0.30\|6.67\|6.78\|6.53\|927221;2026-08-12\|6.87\|2.69\|6.69\|6.94\|6.68\|1228756;2026-08-13\|6.59\|-4.08\|6.95\|6.95\|6.58\|1286005;2026-08-14\|6.46\|-1.97\|6.65\|6.65\|6.38\|922134;2026-08-17\|6.55\|1.39\|6.47\|6.56\|6.40\|669667;2026-08-18\|6.82\|4.12\|6.55\|7.21\|6.52\|3769665;2026-08-19\|6.18\|-9.38\|6.66\|6.75\|6.16\|2661538;2026-08-20\|6.14\|-0.65\|6.28\|6.29\|6.04\|1529033;2026-08-21\|6.08\|-0.98\|6.06\|6.13\|5.92\|860952;2026-08-24\|5.91\|-2.80\|6.07\|6.08\|5.83\|902771;2026-08-25\|6.18\|4.57\|5.85\|6.25\|5.81\|1278939;2026-08-26\|6.19\|0.16\|6.18\|6.39\|6.12\|943936;2026-08-27\|6.81\|10.02\|6.19\|6.81\|6.13\|2936195;2026-08-28\|7.01\|2.94\|7.07\|7.19\|6.73\|3770407;2026-08-31\|6.70\|-4.42\|7.03\|7.09\|6.64\|2304572;2026-09-01\|6.97\|4.03\|6.83\|7.37\|6.73\|2934523;2026-09-02\|6.92\|-0.72\|6.98\|7.11\|6.68\|2190228;2026-09-03\|6.81\|-1.59\|6.89\|6.95\|6.69\|1848567;2026-09-04\|7.49\|9.99\|6.77\|7.49\|6.68\|3409679;2026-09-07\|7.87\|5.07\|8.11\|8.23\|7.76\|5260536;2026-09-08\|7.90\|0.38\|8.00\|8.11\|7.72\|4202905;2026-09-09\|8.06\|2.03\|7.74\|8.60\|7.64\|5068805;2026-09-10\|8.27\|2.61\|8.03\|8.47\|7.66\|4166361;2026-09-11\|7.75\|-6.29\|8.03\|8.30\|7.69\|3392741;2026-09-14\|8.10\|4.52\|7.71\|8.35\|7.37\|3397081;2026-09-15\|7.92\|-2.22\|7.87\|8.39\|7.77\|3302944;2026-09-16\|8.71\|9.97\|8.00\|8.71\|7.96\|3422410;2026-09-17\|8.37\|-3.90\|8.50\|8.68\|8.12\|4150858;2026-09-18\|8.63\|3.11\|8.29\|8.87\|8.26\|3981406;2026-09-21\|8.50\|-1.51\|8.60\|8.70\|8.43\|2729863;2026-09-22\|8.60\|1.18\|8.42\|8.71\|8.33\|2693433;2026-09-23\|7.98\|-7.21\|8.49\|8.59\|7.90\|2703359;2026-09-24\|8.78\|10.03\|8.02\|8.78\|7.80\|3256673;2026-09-28\|9.09\|3.53\|8.78\|9.45\|8.61\|5571319;2026-09-29\|8.74\|-3.85\|8.75\|9.19\|8.70\|3921012;2026-09-30\|8.53\|-2.40\|8.73\|8.91\|8.43\|3175465;2026-10-08\|8.08\|-5.28\|8.36\|8.75\|8.00\|2756664;2026-10-09\|8.13\|0.62\|8.08\|8.18\|7.57\|2716513;2026-10-12\|7.37\|-9.35\|8.06\|8.21\|7.32\|3314990;2026-10-13\|7.77\|5.43\|7.03\|7.90\|7.03\|2980090;2026-10-14\|7.38\|-5.02\|7.75\|7.83\|7.33\|2103646;2026-10-15\|7.20\|-2.44\|7.23\|7.56\|7.07\|2073423;2026-10-16\|7.34\|1.94\|7.25\|7.70\|7.11\|2382325;2026-10-19\|6.77\|-7.77\|7.34\|7.38\|6.71\|2248398;2026-10-20\|6.69\|-1.18\|6.67\|6.86\|6.50\|1685267;2026-10-21\|7.19\|7.47\|6.70\|7.36\|6.70\|3902706;2026-10-22\|6.76\|-5.98\|7.19\|7.35\|6.75\|2758266;2026-10-23\|7.00\|3.55\|6.78\|7.12\|6.55\|2880162;2026-10-26\|6.71\|-4.14\|6.88\|6.95\|6.60\|1849788;2026-10-27\|6.69\|-0.30\|6.61\|6.95\|6.56\|1632234;2026-10-28\|6.70\|0.15\|6.56\|6.83\|6.37\|1909014;2026-10-29\|6.74\|0.60\|6.59\|6.91\|6.55\|1881721;2026-10-30\|6.35\|-5.79\|6.57\|6.77\|6.34\|1796721;2026-11-02\|6.53\|2.83\|6.30\|6.59\|6.01\|1726640;2026-11-03\|6.61\|1.23\|6.46\|6.90\|6.45\|2442659;2026-11-04\|6.78\|2.57\|6.54\|6.84\|6.50\|2165088;2026-11-05\|6.85\|1.03\|6.73\|6.96\|6.73\|1886015;2026-11-06\|6.65\|-2.92\|6.66\|6.86\|6.63\|1454667
128009	三星与SK海力士计划增加对英伟达8层HBM4内存供应量	存储芯片+企业级SSD+一季报增长行业原因：美光科技发布财报远超预期，Q3经调整净利润282.4亿美元，同比增长超12倍，盘后大涨近16%，直接催化存储芯片板块行情。公司原因： 1、据2026年5月26日互动易，公司表示AI大模型训练与推理正驱动存储需求快速增长，存储从算力配套升级为AI核心基础设施，当前公司在手订单充足，预期能够保持良好的业绩水平。 2、据2026年5月13日机构调研，2026年公司发布SATA/PCIe双模企业级SSD主控H3361，企业级业务加速扩张，产品已进入多家国内互联网及服务器厂商供应链并实现规模销售，收入规模及占比持续提升；5月12日公司光明智能制造基地启动，定位高端制造与测试验证中心。 3、据2026年4月30日公告，公司2026年一季度实现营收75.38亿元，同比增长502.08%；归母净利润33.46亿元，同比扭亏为盈，主要得益于AI服务器、数据中心需求爆发，存储行业景气度持续提升。	公司目前已建立了完善的存储产品矩阵，包括移动存储、固态硬盘、嵌入式存储、内存条等	2026-06-29\|970.00\|2.00\|939.95\|978.00\|886.66\|171300;2026-06-30\|942.90\|-2.79\|935.00\|957.99\|898.00\|131073;2026-07-01\|893.22\|-5.27\|945.00\|976.00\|880.00\|163543;2026-07-02\|811.00\|-9.20\|829.54\|872.83\|806.00\|160378;2026-07-03\|881.91\|8.74\|804.75\|892.10\|795.00\|198003;2026-07-06\|935.00\|6.02\|877.10\|954.19\|860.00\|216857;2026-07-07\|851.00\|-8.98\|870.00\|900.00\|845.28\|143597;2026-07-08\|825.00\|-3.06\|866.31\|870.24\|790.00\|139865;2026-07-09\|860.48\|4.30\|840.01\|867.88\|798.88\|163888;2026-07-10\|799.98\|-7.03\|859.99\|878.99\|799.90\|150891;2026-07-13\|719.98\|-10.00\|755.28\|774.23\|719.98\|113759;2026-07-14\|736.00\|2.23\|716.63\|740.00\|663.26\|170348;2026-07-15\|662.40\|-10.00\|662.40\|662.40\|662.40\|26504;2026-07-16\|596.16\|-10.00\|596.16\|596.16\|596.16\|8321;2026-07-17\|536.54\|-10.00\|536.54\|536.54\|536.54\|21076;2026-07-20\|482.89\|-10.00\|482.89\|500.00\|482.89\|177602;2026-07-21\|508.00\|5.20\|450.01\|530.00\|434.60\|406326;2026-07-22\|457.20\|-10.00\|480.00\|485.96\|457.20\|256480;2026-07-23\|435.00\|-4.86\|444.00\|468.68\|431.47\|261887;2026-07-24\|399.89\|-8.07\|431.28\|432.00\|398.05\|252081;2026-07-27\|401.60\|0.43\|399.89\|405.58\|378.00\|215021;2026-07-28\|361.44\|-10.00\|381.53\|401.50\|361.44\|192939;2026-07-29\|354.58\|-1.90\|361.00\|363.00\|334.00\|247036;2026-07-30\|390.04\|10.00\|359.33\|390.04\|352.00\|306387;2026-07-31\|385.90\|-1.06\|429.04\|429.04\|385.04\|422580;2026-08-03\|349.00\|-9.56\|373.94\|376.61\|348.96\|272145;2026-08-04\|364.18\|4.35\|352.03\|369.31\|347.00\|247688;2026-08-05\|386.24\|6.06\|363.00\|393.39\|360.00\|274501;2026-08-06\|388.25\|0.52\|371.34\|397.51\|367.00\|227112;2026-08-07\|404.16\|4.10\|388.32\|412.25\|388.00\|249973;2026-08-10\|400.80\|-0.83\|408.00\|415.00\|390.00\|195807;2026-08-11\|400.99\|0.05\|397.50\|414.00\|395.02\|180555;2026-08-12\|407.58\|1.64\|404.01\|413.72\|395.11\|166227;2026-08-13\|396.53\|-2.71\|416.88\|424.66\|396.00\|192819;2026-08-14\|406.19\|2.44\|410.02\|415.09\|399.00\|140694;2026-08-17\|435.40\|7.19\|410.02\|443.60\|406.60\|210540;2026-08-18\|437.33\|0.44\|440.00\|450.65\|428.96\|201430;2026-08-19\|393.80\|-9.95\|415.40\|419.85\|393.60\|193453;2026-08-20\|398.10\|1.09\|400.01\|403.92\|390.01\|101615;2026-08-21\|415.12\|4.28\|398.10\|423.00\|393.00\|152184;2026-08-24\|400.36\|-3.56\|413.33\|415.00\|386.16\|137310;2026-08-25\|397.03\|-0.83\|390.00\|406.85\|386.15\|105314;2026-08-26\|390.69\|-1.60\|398.19\|401.98\|389.24\|86405;2026-08-27\|429.76\|10.00\|395.19\|429.76\|392.33\|209854;2026-08-28\|429.03\|-0.17\|437.50\|448.25\|429.01\|191818;2026-08-31\|436.50\|1.74\|422.31\|442.32\|420.50\|133741;2026-09-01\|418.04\|-4.23\|436.65\|439.18\|416.88\|104139;2026-09-02\|412.93\|-1.22\|408.51\|420.80\|408.50\|77505;2026-09-03\|405.06\|-1.91\|417.00\|417.70\|401.68\|88098;2026-09-04\|391.30\|-3.40\|409.03\|413.00\|388.00\|102111;2026-09-07\|403.98\|3.24\|401.12\|407.80\|398.50\|106160;2026-09-08\|416.82\|3.18\|404.06\|431.00\|401.03\|156467;2026-09-09\|409.66\|-1.72\|421.04\|425.00\|407.22\|95117;2026-09-10\|418.22\|2.09\|408.03\|426.90\|407.00\|123295;2026-09-11\|402.73\|-3.70\|405.00\|407.61\|391.33\|137822;2026-09-14\|387.90\|-3.68\|393.00\|395.70\|387.01\|89047;2026-09-15\|385.98\|-0.49\|385.04\|393.88\|381.00\|86724;2026-09-16\|401.00\|3.89\|383.55\|402.33\|382.01\|114327;2026-09-17\|396.93\|-1.01\|397.25\|410.58\|396.08\|90468;2026-09-18\|413.09\|4.07\|408.11\|416.85\|400.57\|128254;2026-09-21\|415.00\|0.46\|421.00\|424.85\|411.29\|103970;2026-09-22\|411.57\|-0.83\|421.02\|424.80\|408.12\|119492;2026-09-23\|410.32\|-0.30\|419.01\|419.80\|409.38\|79665;2026-09-24\|394.43\|-3.87\|404.01\|404.61\|393.70\|77110;2026-09-28\|371.28\|-5.87\|394.58\|396.98\|367.67\|96799;2026-09-29\|372.20\|0.25\|374.00\|375.55\|367.01\|71452;2026-09-30\|358.46\|-3.69\|373.00\|373.99\|355.15\|85452;2026-10-08\|341.48\|-4.74\|358.00\|358.46\|338.67\|81170;2026-10-09\|336.91\|-1.34\|336.37\|339.46\|319.62\|94359;2026-10-12\|321.43\|-4.59\|332.53\|333.00\|321.00\|61903;2026-10-13\|233.78\|2.30\|222.00\|237.88\|218.03\|127003;2026-10-14\|225.50\|-3.54\|233.81\|233.90\|223.30\|94719;2026-10-15\|211.05\|-6.41\|218.00\|218.00\|208.61\|133973;2026-10-16\|206.01\|-2.39\|215.01\|216.04\|204.50\|124821;2026-10-19\|219.19\|6.40\|207.06\|226.61\|206.64\|236618;2026-10-20\|219.55\|0.16\|219.19\|228.99\|216.50\|205383;2026-10-21\|233.81\|6.50\|226.10\|240.86\|221.55\|232443;2026-10-22\|243.17\|4.00\|233.00\|250.01\|222.00\|292562;2026-10-23\|251.00\|3.22\|235.10\|253.98\|233.07\|322929;2026-10-26\|242.52\|-3.38\|248.49\|260.78\|239.28\|280117;2026-10-27\|224.00\|-7.64\|245.20\|247.88\|224.00\|229761;2026-10-28\|230.56\|2.93\|228.48\|235.82\|220.97\|232505;2026-10-29\|215.40\|-6.58\|226.18\|228.88\|215.20\|184632;2026-10-30\|209.71\|-2.64\|209.00\|221.85\|205.89\|175753;2026-11-02\|207.78\|-0.92\|213.90\|215.50\|206.00\|182905;2026-11-03\|187.00\|-10.00\|200.80\|201.23\|187.00\|224467;2026-11-04\|200.09\|7.00\|187.00\|202.88\|182.27\|268526;2026-11-05\|200.78\|0.34\|191.91\|205.45\|191.48\|222850;2026-11-06\|185.95\|-7.39\|185.86\|192.73\|183.11\|172329
128008	智谱新模型请求流量全部由国产芯片提供算力支持	除权除息+高性能计算电源芯片+收购易冲科技行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月8日权益分派实施公告，公司实施10转4股派10元的高送转分红方案，股权登记日为2026年6月8日，除权除息日为2026年6月9日。 2、据2026年4月18日年报及2026年4月27日机构调研，公司高性能计算电源芯片业务2025年度实现销售收入0.96亿元，同比增长122.26%，全系列产品已实现量产并在新一代显卡应用中批量出货。 3、据2026年4月29日公告及2026年4月27日机构调研，公司已完成收购四川易冲科技100%股权，自2026年3月起将其纳入合并报表，带动公司2026年一季度整体营收同比增长86.35%至6.09亿元。	公司是国内 LED 照明驱动芯片龙头企业，推出新一代单级高PF恒压控制器BP83323，该产品以第三代碳化硅（SiC）器件集成为核心，采用单级APFC + 反激恒压输出的创新拓扑架构，支持全电压（90-264Vac）输入，可实现高达150W的输出功率，为高性能AC/DC电源设计提供了具备竞争力的解决方案	2026-06-29\|208.90\|-4.95\|220.00\|227.68\|198.00\|50369;2026-06-30\|216.52\|3.65\|206.00\|217.70\|203.00\|41638;2026-07-01\|201.99\|-6.71\|221.03\|225.42\|200.78\|37047;2026-07-02\|190.94\|-5.47\|195.02\|205.95\|188.88\|35400;2026-07-03\|187.99\|-1.54\|191.89\|194.75\|181.70\|31169;2026-07-06\|181.92\|-3.23\|190.00\|192.90\|173.33\|30482;2026-07-07\|179.69\|-1.23\|180.80\|185.50\|176.00\|25109;2026-07-08\|198.57\|10.51\|180.90\|207.90\|180.00\|54156;2026-07-09\|198.99\|0.21\|200.74\|203.21\|190.02\|34578;2026-07-10\|181.02\|-9.03\|197.69\|202.49\|180.90\|34749;2026-07-13\|169.77\|-6.21\|178.51\|184.63\|169.46\|34098;2026-07-14\|171.16\|0.82\|169.68\|173.00\|162.08\|28163;2026-07-15\|155.98\|-8.87\|170.86\|173.33\|155.01\|34000;2026-07-16\|140.80\|-9.73\|153.74\|156.46\|138.59\|39496;2026-07-17\|128.00\|-9.09\|142.63\|145.20\|126.00\|44684;2026-07-20\|120.01\|-6.24\|133.00\|138.58\|116.31\|47790;2026-07-21\|129.33\|7.77\|122.00\|129.84\|107.77\|71730;2026-07-22\|127.50\|-1.42\|128.00\|136.92\|126.11\|65007;2026-07-23\|122.80\|-3.69\|128.00\|129.90\|119.98\|39601;2026-07-24\|119.50\|-2.69\|120.34\|124.97\|118.00\|34159;2026-07-27\|128.87\|7.84\|120.65\|129.32\|119.11\|39529;2026-07-28\|115.36\|-10.48\|127.50\|128.24\|114.61\|36975;2026-07-29\|112.28\|-2.67\|114.88\|117.84\|105.09\|43739;2026-07-30\|103.23\|-8.06\|111.60\|112.53\|100.00\|36070;2026-07-31\|107.49\|4.13\|111.44\|117.33\|107.00\|41435;2026-08-03\|96.59\|-10.14\|105.04\|108.00\|96.09\|57343;2026-08-04\|107.30\|11.09\|96.66\|107.33\|95.95\|53717;2026-08-05\|113.83\|6.09\|105.16\|116.50\|105.08\|43402;2026-08-06\|117.70\|3.40\|113.00\|119.99\|111.25\|37362;2026-08-07\|125.87\|6.94\|119.61\|128.00\|116.07\|49842;2026-08-10\|125.13\|-0.59\|128.20\|131.87\|121.42\|40572;2026-08-11\|124.30\|-0.66\|123.23\|126.58\|121.00\|29611;2026-08-12\|126.30\|1.61\|124.83\|129.28\|122.03\|30483;2026-08-13\|123.74\|-2.03\|129.89\|132.00\|123.00\|26563;2026-08-14\|130.02\|5.08\|124.38\|130.49\|124.38\|31223;2026-08-17\|134.34\|3.32\|131.32\|135.17\|127.08\|37181;2026-08-18\|137.54\|2.38\|134.41\|141.85\|133.00\|42795;2026-08-19\|124.65\|-9.37\|133.00\|136.28\|123.34\|48121;2026-08-20\|129.41\|3.82\|126.25\|131.45\|124.00\|36043;2026-08-21\|126.84\|-1.99\|128.00\|135.00\|126.18\|38576;2026-08-24\|122.00\|-3.82\|126.68\|126.99\|117.35\|45940;2026-08-25\|118.24\|-3.08\|116.00\|120.17\|111.16\|44151;2026-08-26\|116.90\|-1.13\|117.97\|120.88\|113.00\|34904;2026-08-27\|140.28\|20.00\|118.48\|140.28\|115.77\|61460;2026-08-28\|141.50\|0.87\|144.53\|150.62\|137.99\|101245;2026-08-31\|150.75\|6.54\|140.14\|153.30\|137.01\|75132;2026-09-01\|152.55\|1.19\|147.24\|156.70\|147.24\|61822;2026-09-02\|151.99\|-0.37\|147.24\|155.88\|147.24\|49105;2026-09-03\|154.52\|1.66\|155.22\|157.30\|149.50\|44184;2026-09-04\|146.61\|-5.12\|157.55\|158.20\|144.99\|42472;2026-09-07\|150.70\|2.79\|150.60\|151.99\|144.44\|33953;2026-09-08\|145.91\|-3.18\|150.00\|151.49\|145.00\|30157;2026-09-09\|144.00\|-1.31\|148.80\|154.98\|143.20\|29871;2026-09-10\|140.98\|-2.10\|144.00\|146.26\|140.00\|26364;2026-09-11\|129.67\|-8.02\|140.47\|140.47\|125.30\|39066;2026-09-14\|127.25\|-1.87\|130.01\|130.29\|124.83\|34912;2026-09-15\|126.97\|-0.22\|125.80\|132.20\|125.80\|27338;2026-09-16\|146.28\|15.21\|125.71\|152.10\|125.71\|74890;2026-09-17\|140.52\|-3.94\|143.00\|146.96\|140.30\|45178;2026-09-18\|149.00\|6.03\|143.39\|151.00\|140.37\|54719;2026-09-21\|146.85\|-1.44\|149.59\|150.95\|145.23\|37424;2026-09-22\|145.93\|-0.63\|148.00\|156.65\|144.87\|56875;2026-09-23\|146.97\|0.71\|146.98\|150.00\|144.28\|41736;2026-09-24\|140.21\|-4.60\|146.72\|146.82\|140.20\|44583;2026-09-28\|129.59\|-7.57\|139.00\|139.00\|124.56\|49310;2026-09-29\|127.02\|-1.98\|126.08\|131.88\|126.08\|32253;2026-09-30\|120.73\|-4.95\|127.47\|128.16\|120.12\|34758;2026-10-08\|111.98\|-7.25\|120.72\|122.80\|109.62\|33679;2026-10-09\|105.39\|-5.88\|110.87\|111.54\|102.50\|44610;2026-10-12\|101.99\|-3.23\|105.00\|108.46\|101.41\|42762;2026-10-13\|100.45\|-1.51\|98.50\|101.76\|94.35\|37428;2026-10-14\|97.79\|-2.65\|100.18\|102.18\|97.40\|28794;2026-10-15\|91.75\|-6.18\|92.00\|94.68\|89.00\|40167;2026-10-16\|90.52\|-1.34\|93.58\|95.00\|89.62\|29381;2026-10-19\|89.12\|-1.55\|90.00\|91.50\|85.35\|25943;2026-10-20\|91.80\|3.01\|90.10\|93.80\|87.05\|36620;2026-10-21\|91.82\|0.02\|93.50\|95.32\|91.32\|24652;2026-10-22\|88.30\|-3.83\|92.98\|93.62\|87.95\|29043;2026-10-23\|105.96\|20.00\|90.00\|105.96\|88.62\|108631;2026-10-26\|91.16\|-13.97\|100.99\|101.82\|90.00\|144053;2026-10-27\|85.28\|-6.45\|92.37\|92.99\|85.28\|86733;2026-10-28\|96.58\|13.25\|87.22\|99.99\|87.22\|108234;2026-10-29\|94.40\|-2.26\|96.58\|99.60\|94.00\|77198;2026-10-30\|86.80\|-8.05\|90.54\|93.69\|86.80\|77300;2026-11-02\|90.33\|4.07\|87.67\|93.91\|85.36\|76271;2026-11-03\|81.97\|-9.26\|88.90\|89.49\|80.04\|80506;2026-11-04\|92.30\|12.60\|82.40\|92.55\|80.06\|85759;2026-11-05\|93.53\|1.33\|88.00\|95.63\|87.72\|76015;2026-11-06\|87.93\|-5.99\|85.39\|89.84\|85.39\|55110
128007	英伟达业绩超预期	光通信芯片+火腿龙头+休闲食品+分红实施行业原因： 1、中信建投指出，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。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2025年10月28日公告，公司全资子公司福建金字半导体以1亿元增资中晟微电子，持股9.0909%，标的公司专注400G/800G/1.6T高速光模块核心电芯片TIA/Driver研发设计，产品用于AI、云计算及数据中心。 2、据2026年4月28日年报，公司是中国火腿行业龙头，主营中式火腿、欧式发酵火腿及香肠腊肉等特色肉制品；2026年计划完成新工厂搬迁，重点开发休闲肉制品、即食产品及跨界融合创新产品，推动向综合性肉制品企业转型。 3、据2026年5月8日投资者关系活动记录表，公司新的智能化工厂将投入使用，以提高产能上限及生产效率，并将在巩固线下商超、连锁餐饮合作的同时，通过电商及社交媒体拓展线上渠道。 4、据2026年5月26日及6月2日公告，公司2025年年度权益分派已于2026年6月2日除权除息，向全体股东每10股派0.1元。	1、全资子公司拟不超过3亿元取得中晟微电子不超过20%股权，后者专注于高速光模块核心电芯片的研发设计； 2、公司主营火腿及特色肉制品，重点发展香肠、腊肉、咸肉等，同时加快休闲食品市场布局	2026-06-29\|10.04\|-8.56\|11.09\|11.17\|9.88\|1278068;2026-06-30\|10.01\|-0.30\|10.01\|10.51\|9.90\|1005310;2026-07-01\|10.32\|3.10\|10.03\|10.75\|10.03\|876984;2026-07-02\|9.90\|-4.07\|10.01\|10.62\|9.87\|871264;2026-07-03\|9.57\|-3.33\|9.80\|9.93\|9.45\|612492;2026-07-06\|9.14\|-4.49\|9.60\|9.71\|8.81\|755882;2026-07-07\|9.03\|-1.20\|9.05\|9.34\|8.93\|459893;2026-07-08\|8.75\|-3.10\|9.03\|9.08\|8.61\|466817;2026-07-09\|8.83\|0.91\|8.89\|8.95\|8.47\|634332;2026-07-10\|8.39\|-4.98\|8.92\|9.20\|8.39\|638542;2026-07-13\|8.00\|-4.65\|8.30\|8.64\|7.95\|600810;2026-07-14\|7.91\|-1.12\|8.00\|8.16\|7.51\|630791;2026-07-15\|8.51\|7.59\|8.03\|8.55\|7.78\|930246;2026-07-16\|8.32\|-2.23\|8.38\|9.04\|8.24\|1237213;2026-07-17\|7.69\|-7.57\|8.31\|8.84\|7.65\|1250830;2026-07-20\|7.06\|-8.19\|7.67\|8.28\|6.93\|1284291;2026-07-21\|7.44\|5.38\|7.10\|7.46\|6.45\|1250382;2026-07-22\|8.18\|9.95\|7.38\|8.18\|7.37\|1174040;2026-07-23\|8.04\|-1.71\|8.08\|8.41\|7.96\|1262430;2026-07-24\|7.81\|-2.86\|8.03\|8.25\|7.72\|823876;2026-07-27\|8.31\|6.40\|7.75\|8.31\|7.46\|871742;2026-07-28\|7.83\|-5.78\|8.19\|8.36\|7.72\|764238;2026-07-29\|7.06\|-9.83\|7.67\|7.80\|7.05\|1112095;2026-07-30\|6.36\|-9.91\|6.94\|7.13\|6.35\|1289335;2026-07-31\|6.54\|2.83\|6.80\|6.93\|6.54\|914025;2026-08-03\|6.40\|-2.14\|6.55\|6.72\|6.30\|641407;2026-08-04\|6.89\|7.66\|6.47\|6.93\|6.36\|773120;2026-08-05\|6.91\|0.29\|6.68\|6.98\|6.61\|671411;2026-08-06\|7.11\|2.89\|6.85\|7.17\|6.80\|609744;2026-08-07\|7.32\|2.95\|7.08\|7.46\|6.89\|658679;2026-08-10\|6.97\|-4.78\|7.37\|7.38\|6.80\|670836;2026-08-11\|7.05\|1.15\|6.91\|7.23\|6.86\|517368;2026-08-12\|7.24\|2.69\|7.00\|7.30\|6.97\|530464;2026-08-13\|7.04\|-2.76\|7.39\|7.40\|7.01\|605790;2026-08-14\|7.52\|6.82\|7.05\|7.65\|6.97\|999959;2026-08-17\|7.92\|5.32\|7.53\|8.05\|7.39\|1225703;2026-08-18\|8.71\|9.97\|8.50\|8.71\|8.27\|1442535;2026-08-19\|8.09\|-7.12\|8.19\|8.69\|7.99\|1377501;2026-08-20\|8.08\|-0.12\|8.23\|8.35\|7.81\|973506;2026-08-21\|8.24\|1.98\|8.07\|8.38\|7.86\|763318;2026-08-24\|7.97\|-3.28\|8.19\|8.28\|7.80\|623484;2026-08-25\|8.35\|4.77\|7.81\|8.77\|7.66\|1494471;2026-08-26\|7.80\|-6.59\|8.27\|8.35\|7.72\|953395;2026-08-27\|8.58\|10.00\|7.78\|8.58\|7.75\|1588338;2026-08-28\|8.35\|-2.68\|8.79\|8.88\|8.30\|1417772;2026-08-31\|8.15\|-2.40\|8.25\|8.35\|8.05\|705628;2026-09-01\|8.02\|-1.60\|8.18\|8.19\|7.94\|660066;2026-09-02\|7.51\|-6.36\|7.88\|7.89\|7.26\|1387167;2026-09-03\|7.64\|1.73\|7.52\|7.85\|7.41\|859704;2026-09-04\|7.42\|-2.88\|7.61\|8.10\|7.33\|1001944;2026-09-07\|8.16\|9.97\|7.44\|8.16\|7.44\|1737303;2026-09-08\|7.95\|-2.57\|8.16\|8.26\|7.89\|1365103;2026-09-09\|7.94\|-0.13\|8.11\|8.19\|7.77\|938682;2026-09-10\|7.70\|-3.02\|7.79\|7.99\|7.61\|846075;2026-09-11\|7.29\|-5.32\|7.58\|7.84\|7.02\|1234073;2026-09-14\|7.19\|-1.37\|7.10\|7.28\|6.94\|504571;2026-09-15\|7.13\|-0.83\|7.15\|7.30\|7.09\|406041;2026-09-16\|7.53\|5.61\|7.14\|7.54\|7.09\|696313;2026-09-17\|7.47\|-0.80\|7.38\|7.74\|7.36\|495615;2026-09-18\|7.59\|1.61\|7.65\|7.83\|7.46\|578877;2026-09-21\|7.95\|4.74\|7.65\|8.00\|7.62\|776799;2026-09-22\|7.75\|-2.52\|7.95\|8.05\|7.70\|558437;2026-09-23\|7.70\|-0.65\|7.70\|7.94\|7.63\|516769;2026-09-24\|7.40\|-3.90\|7.62\|7.70\|7.35\|468479;2026-09-28\|7.08\|-4.32\|7.40\|7.40\|7.00\|583878;2026-09-29\|7.25\|2.40\|7.07\|7.33\|7.00\|464893;2026-09-30\|7.05\|-2.76\|7.27\|7.34\|7.03\|339327;2026-10-08\|6.82\|-3.26\|7.05\|7.07\|6.75\|459471;2026-10-09\|6.73\|-1.32\|6.78\|6.79\|6.38\|476453;2026-10-12\|6.50\|-3.42\|6.69\|6.69\|6.50\|288692;2026-10-13\|6.47\|-0.46\|6.35\|6.56\|6.24\|346758;2026-10-14\|6.36\|-1.70\|6.41\|6.57\|6.35\|223860;2026-10-15\|6.23\|-2.04\|6.16\|6.38\|6.13\|340310;2026-10-16\|6.20\|-0.48\|6.34\|6.36\|6.18\|255366;2026-10-19\|6.19\|-0.16\|6.14\|6.31\|6.03\|343966;2026-10-20\|6.29\|1.62\|6.17\|6.31\|6.13\|285266;2026-10-21\|6.25\|-0.64\|6.30\|6.37\|6.24\|275939;2026-10-22\|6.16\|-1.44\|6.26\|6.35\|6.10\|371550;2026-10-23\|6.16\|0.00\|6.02\|6.19\|5.80\|484551;2026-10-26\|6.10\|-0.97\|6.10\|6.21\|6.07\|231743;2026-10-27\|5.92\|-2.95\|6.13\|6.21\|5.90\|246345;2026-10-28\|5.91\|-0.17\|5.92\|5.96\|5.79\|338263;2026-10-29\|5.77\|-2.37\|5.88\|6.00\|5.75\|342277;2026-10-30\|5.57\|-3.47\|5.67\|5.86\|5.55\|363752;2026-11-02\|5.62\|0.90\|5.57\|5.64\|5.43\|333904;2026-11-03\|5.43\|-3.38\|5.55\|5.70\|5.41\|334151;2026-11-04\|5.57\|2.58\|5.46\|5.57\|5.21\|513212;2026-11-05\|5.70\|2.33\|5.50\|5.77\|5.48\|438503;2026-11-06\|5.54\|-2.81\|5.42\|5.63\|5.40\|326514
128006	英伟达业绩超预期	半导体石英+光纤石英+高纯石英行业原因：英伟达二季度营收同比增长106%，三季度营收指引1080亿美元并超预期，公司预计2028财年营收增长约70%。英伟达美股盘后大涨4.7%。公司原因： 1、据2026年8月26日半年度业绩说明会召开情况公告，公司半导体石英制品已通过国内外多家客户认证，半导体业务营收占总营收一半，部分产线已满产并推进设备增购、新建项目。 2、据2026年8月22日半年度报告，公司光纤配套材料业务经营稳健，头部光纤企业开工率高、订单储备充足，产能释放向上游传导。 3、据2026年8月22日半年度报告，公司具备高纯石英砂及半导体、光伏、光纤、光电石英材料和精密制品全产业链生产能力。	国内石英制品行业的龙头企业；公司在光通讯行业的主营产品一直以石英延长管、石英棒、石英套管为主，为光纤预制棒及光纤拉丝工艺提供部分石英材料	2026-06-29\|84.13\|-2.85\|85.74\|89.50\|80.78\|355370;2026-06-30\|82.61\|-1.81\|83.29\|83.70\|77.99\|282790;2026-07-01\|78.89\|-4.50\|81.50\|84.74\|78.70\|285534;2026-07-02\|72.05\|-8.67\|75.00\|78.00\|71.10\|305010;2026-07-03\|69.25\|-3.89\|71.40\|73.43\|69.15\|256288;2026-07-06\|66.04\|-4.64\|69.99\|70.85\|65.15\|219183;2026-07-07\|64.91\|-1.71\|65.25\|66.80\|63.01\|162872;2026-07-08\|61.06\|-5.93\|64.90\|65.88\|60.71\|225355;2026-07-09\|67.17\|10.01\|62.28\|67.17\|62.25\|277630;2026-07-10\|65.50\|-2.49\|68.98\|71.17\|65.50\|262281;2026-07-13\|61.00\|-6.87\|65.10\|66.46\|60.60\|185572;2026-07-14\|61.92\|1.51\|61.30\|63.00\|58.68\|193519;2026-07-15\|57.30\|-7.46\|63.00\|63.63\|57.00\|203330;2026-07-16\|53.99\|-5.78\|55.55\|57.77\|53.49\|193107;2026-07-17\|49.89\|-7.59\|54.64\|54.64\|49.47\|229873;2026-07-20\|44.90\|-10.00\|51.13\|51.45\|44.90\|218477;2026-07-21\|48.97\|9.06\|45.43\|49.25\|40.88\|271366;2026-07-22\|47.59\|-2.82\|48.97\|50.16\|46.88\|208159;2026-07-23\|47.30\|-0.61\|48.54\|48.95\|46.77\|141359;2026-07-24\|46.44\|-1.82\|46.90\|48.20\|45.92\|127340;2026-07-27\|48.01\|3.38\|46.44\|48.12\|45.60\|132640;2026-07-28\|44.62\|-7.06\|47.00\|48.20\|44.06\|151342;2026-07-29\|43.57\|-2.35\|44.81\|45.88\|41.75\|172579;2026-07-30\|40.82\|-6.31\|43.07\|43.99\|40.22\|176029;2026-07-31\|41.98\|2.84\|43.48\|44.50\|41.92\|163596;2026-08-03\|40.88\|-2.62\|41.86\|42.29\|40.61\|140766;2026-08-04\|43.46\|6.31\|41.60\|43.87\|41.00\|151017;2026-08-05\|46.51\|7.02\|43.45\|46.97\|43.17\|199934;2026-08-06\|47.57\|2.28\|45.97\|48.18\|45.70\|180644;2026-08-07\|49.45\|3.95\|47.21\|49.90\|46.57\|206417;2026-08-10\|48.87\|-1.17\|49.72\|49.90\|47.85\|170248;2026-08-11\|48.60\|-0.55\|48.60\|49.76\|47.82\|110562;2026-08-12\|49.71\|2.28\|48.44\|50.45\|48.29\|119779;2026-08-13\|48.39\|-2.66\|50.44\|50.69\|48.34\|128579;2026-08-14\|49.54\|2.38\|48.74\|49.68\|48.47\|112374;2026-08-17\|51.18\|3.31\|49.96\|51.18\|49.60\|147237;2026-08-18\|51.50\|0.63\|51.28\|52.55\|50.39\|153445;2026-08-19\|47.45\|-7.86\|49.68\|50.45\|47.21\|142257;2026-08-20\|47.83\|0.80\|48.53\|48.84\|47.27\|94396;2026-08-21\|48.75\|1.92\|47.41\|49.58\|46.88\|93458;2026-08-24\|47.30\|-2.97\|47.90\|49.05\|46.03\|137484;2026-08-25\|46.70\|-1.27\|46.50\|47.60\|44.84\|111767;2026-08-26\|46.87\|0.36\|46.71\|47.49\|45.60\|99532;2026-08-27\|51.56\|10.01\|46.86\|51.56\|46.74\|208593;2026-08-28\|51.51\|-0.10\|52.43\|54.25\|51.43\|273547;2026-08-31\|51.10\|-0.80\|50.77\|51.66\|49.69\|172476;2026-09-01\|49.24\|-3.64\|51.02\|51.55\|48.90\|152270;2026-09-02\|48.05\|-2.42\|48.50\|48.86\|47.51\|104010;2026-09-03\|47.03\|-2.12\|50.20\|51.02\|46.33\|200132;2026-09-04\|44.98\|-4.36\|47.66\|48.30\|44.50\|176108;2026-09-07\|46.62\|3.65\|45.87\|47.06\|45.11\|159414;2026-09-08\|46.86\|0.51\|46.68\|48.78\|45.90\|162039;2026-09-09\|47.59\|1.56\|47.50\|49.81\|47.19\|178601;2026-09-10\|46.99\|-1.26\|46.88\|47.96\|46.51\|104626;2026-09-11\|46.88\|-0.23\|46.27\|47.08\|45.20\|119801;2026-09-14\|47.70\|1.75\|46.30\|47.89\|44.95\|132321;2026-09-15\|48.20\|1.05\|47.00\|48.95\|47.00\|136086;2026-09-16\|49.29\|2.26\|48.00\|49.75\|47.63\|164111;2026-09-17\|48.35\|-1.91\|49.00\|50.15\|48.28\|154040;2026-09-18\|49.66\|2.71\|49.13\|49.74\|48.01\|178126;2026-09-21\|50.75\|2.19\|49.99\|51.81\|49.70\|198927;2026-09-22\|49.31\|-2.84\|51.25\|51.50\|49.15\|178925;2026-09-23\|50.10\|1.60\|49.31\|50.63\|49.30\|128279;2026-09-24\|48.19\|-3.81\|49.70\|49.90\|48.17\|91162;2026-09-28\|44.35\|-7.97\|47.84\|47.87\|44.04\|139626;2026-09-29\|44.44\|0.20\|44.08\|44.78\|43.65\|86396;2026-09-30\|43.54\|-2.03\|44.99\|45.20\|43.44\|72085;2026-10-08\|41.52\|-4.64\|43.54\|43.90\|41.01\|100392;2026-10-09\|40.28\|-2.99\|41.02\|41.20\|38.40\|122553;2026-10-12\|38.92\|-3.38\|40.50\|40.50\|38.91\|74317;2026-10-13\|39.11\|0.49\|38.00\|39.53\|37.13\|108855;2026-10-14\|37.95\|-2.97\|39.10\|39.45\|37.80\|64503;2026-10-15\|36.16\|-4.72\|36.50\|36.93\|35.82\|113454;2026-10-16\|36.24\|0.22\|36.86\|37.15\|35.87\|84668;2026-10-19\|35.85\|-1.08\|35.88\|36.17\|34.46\|86110;2026-10-20\|36.82\|2.71\|35.61\|37.33\|35.40\|91076;2026-10-21\|36.75\|-0.19\|37.30\|37.95\|36.64\|72684;2026-10-22\|35.25\|-4.08\|36.76\|36.97\|35.11\|76399;2026-10-23\|36.17\|2.61\|34.50\|36.28\|32.97\|122088;2026-10-26\|35.07\|-3.04\|35.81\|36.35\|34.93\|78976;2026-10-27\|33.80\|-3.62\|35.54\|36.01\|33.79\|73102;2026-10-28\|34.72\|2.72\|34.34\|35.10\|33.80\|73097;2026-10-29\|33.31\|-4.06\|34.50\|34.88\|33.28\|72036;2026-10-30\|31.98\|-3.99\|32.14\|33.75\|31.69\|86822;2026-11-02\|32.85\|2.72\|32.32\|33.12\|31.77\|85396;2026-11-03\|31.88\|-2.95\|32.46\|33.39\|31.64\|77844;2026-11-04\|33.99\|6.62\|32.02\|34.25\|31.34\|125061;2026-11-05\|35.70\|5.03\|33.30\|36.50\|33.23\|130718;2026-11-06\|34.19\|-4.23\|33.69\|34.82\|33.69\|95916
128005	小鹏机器人业务完成首轮超9亿美元融资	液冷水泵+机器人执行器+泵类龙头行业原因： 1、英伟达二季度营收同比增长106%，三季度营收指引1080亿美元并超预期，公司预计2028财年营收增长约70%。英伟达美股盘后大涨4.7%。 2、浙商证券8月23日研报指出，Q3是液冷行业从试点走向批量交付、业绩集中兑现的关键拐点，英伟达VR200机柜规模化出货为核心驱动。公司原因： 1、据2026年8月21日向特定对象发行股票募集说明书申报稿，公司开展服务器液冷系统高功率电子水泵业务，功率范围为2.5KW至37KW，并开发氟化泵、浸没式电子水泵。 2、据2026年5月7日向特定对象发行A股股票预案，公司具备智能执行单元全流程产品开发及量产能力，减速器、电机、驱动器均自主研发；据2026年8月7日互动易，公司机器人零部件业务仍处于开拓阶段，整体规模尚小。 3、据2026年4月21日年度报告，公司是国内润滑冷却泵类领域龙头，柴油机机油泵国内市场占有率常年保持在40%以上。	1、公司持有朗道智通 66.13%股权，后者主要产品及业务有工业物流机器人（AGV）； 2、国内内燃机机油泵龙头，控股子公司东兴昌科技激光雷达电机产品已实现对全球图像级激光雷达领先企业的配套供货，并实车装配于某新能源汽车制造厂商	2026-06-29\|31.30\|-2.76\|32.34\|32.49\|30.78\|141855;2026-06-30\|33.21\|6.10\|31.51\|33.50\|31.15\|163015;2026-07-01\|33.63\|1.26\|33.35\|34.70\|33.18\|158743;2026-07-02\|32.97\|-1.96\|33.80\|34.44\|32.87\|207603;2026-07-03\|34.50\|4.64\|33.60\|35.25\|32.97\|279273;2026-07-06\|34.11\|-1.13\|34.38\|35.35\|34.00\|190594;2026-07-07\|33.99\|-0.35\|34.01\|36.42\|33.63\|204336;2026-07-08\|31.52\|-7.27\|34.18\|34.21\|31.50\|180578;2026-07-09\|31.44\|-0.25\|31.50\|31.97\|30.38\|148194;2026-07-10\|31.40\|-0.13\|31.46\|32.89\|31.26\|164010;2026-07-13\|30.69\|-2.26\|31.50\|33.10\|30.43\|216900;2026-07-14\|30.86\|0.55\|31.04\|31.10\|29.65\|155765;2026-07-15\|28.42\|-7.91\|31.00\|31.18\|27.91\|201214;2026-07-16\|28.15\|-0.95\|28.20\|29.20\|27.39\|127641;2026-07-17\|25.64\|-8.92\|28.00\|28.30\|25.41\|162901;2026-07-20\|24.41\|-4.80\|26.00\|26.45\|24.00\|174890;2026-07-21\|24.79\|1.56\|24.83\|25.16\|23.02\|170476;2026-07-22\|24.84\|0.20\|24.79\|25.78\|24.14\|136046;2026-07-23\|24.45\|-1.57\|24.55\|25.00\|23.93\|95492;2026-07-24\|23.45\|-4.09\|24.00\|24.45\|23.32\|106237;2026-07-27\|24.99\|6.57\|23.45\|25.19\|23.31\|128713;2026-07-28\|23.00\|-7.96\|24.58\|24.60\|22.86\|145787;2026-07-29\|23.18\|0.78\|23.00\|23.37\|22.12\|148581;2026-07-30\|21.13\|-8.84\|22.93\|23.10\|20.88\|178850;2026-07-31\|22.07\|4.45\|22.00\|22.85\|21.88\|190576;2026-08-03\|22.78\|3.22\|22.28\|23.17\|21.85\|127921;2026-08-04\|23.50\|3.16\|22.98\|23.68\|22.52\|119820;2026-08-05\|25.05\|6.60\|23.59\|25.60\|23.44\|198469;2026-08-06\|26.40\|5.39\|24.80\|26.78\|24.63\|196333;2026-08-07\|26.86\|1.74\|26.33\|27.40\|25.66\|221226;2026-08-10\|27.32\|1.71\|26.95\|27.58\|26.01\|180778;2026-08-11\|27.68\|1.32\|27.28\|27.96\|26.91\|148364;2026-08-12\|28.00\|1.16\|27.41\|28.22\|27.36\|134648;2026-08-13\|27.48\|-1.86\|28.57\|28.61\|27.42\|129102;2026-08-14\|27.50\|0.07\|27.62\|27.80\|26.96\|77943;2026-08-17\|28.19\|2.51\|27.69\|28.24\|27.46\|101841;2026-08-18\|28.66\|1.67\|28.40\|28.90\|28.05\|120388;2026-08-19\|25.79\|-10.01\|28.30\|28.40\|25.79\|160216;2026-08-20\|24.61\|-4.58\|25.54\|25.56\|24.35\|189956;2026-08-21\|26.22\|6.54\|24.61\|26.45\|23.74\|189363;2026-08-24\|25.45\|-2.94\|26.21\|26.85\|25.18\|109417;2026-08-25\|26.21\|2.99\|25.12\|26.36\|24.47\|102840;2026-08-26\|26.77\|2.14\|26.22\|27.39\|26.18\|134208;2026-08-27\|29.45\|10.01\|26.77\|29.45\|26.77\|213779;2026-08-28\|26.51\|-9.98\|29.00\|29.07\|26.51\|362909;2026-08-31\|28.33\|6.87\|25.91\|28.35\|25.43\|302662;2026-09-01\|28.84\|1.80\|29.00\|29.65\|28.10\|210974;2026-09-02\|29.68\|2.91\|28.50\|29.88\|28.30\|216519;2026-09-03\|30.60\|3.10\|30.18\|31.24\|30.09\|257248;2026-09-04\|29.16\|-4.71\|30.29\|30.91\|28.92\|214261;2026-09-07\|30.51\|4.63\|29.30\|30.85\|29.30\|193271;2026-09-08\|29.85\|-2.16\|30.21\|30.71\|29.53\|124505;2026-09-09\|29.37\|-1.61\|30.07\|30.53\|29.20\|110630;2026-09-10\|29.19\|-0.61\|29.22\|29.58\|28.82\|78285;2026-09-11\|28.28\|-3.12\|29.16\|29.16\|28.00\|94837;2026-09-14\|27.69\|-2.09\|28.03\|28.34\|27.67\|74035;2026-09-15\|27.10\|-2.13\|27.60\|27.95\|27.00\|87114;2026-09-16\|28.33\|4.54\|27.09\|28.67\|26.82\|101216;2026-09-17\|28.46\|0.46\|28.36\|29.33\|28.15\|82508;2026-09-18\|29.25\|2.96\|28.84\|29.68\|28.47\|103780;2026-09-21\|32.18\|10.02\|29.68\|32.18\|29.40\|303306;2026-09-22\|31.76\|-1.31\|32.16\|33.40\|31.61\|284877;2026-09-23\|31.20\|-1.76\|31.76\|31.80\|31.15\|114936;2026-09-24\|30.85\|-1.12\|31.00\|31.65\|30.63\|108516;2026-09-28\|28.79\|-6.68\|30.83\|30.83\|28.25\|180822;2026-09-29\|28.40\|-1.35\|28.51\|29.09\|28.18\|110765;2026-09-30\|28.00\|-1.41\|28.62\|28.76\|27.90\|84106;2026-10-08\|26.21\|-6.39\|27.81\|27.99\|25.81\|124044;2026-10-09\|26.55\|1.30\|26.07\|26.80\|24.92\|166606;2026-10-12\|24.89\|-6.25\|26.85\|26.85\|24.85\|100338;2026-10-13\|25.19\|1.21\|24.32\|25.50\|23.76\|103983;2026-10-14\|24.76\|-1.71\|25.35\|25.40\|24.55\|74735;2026-10-15\|22.88\|-7.59\|23.88\|23.99\|22.70\|145511;2026-10-16\|23.41\|2.32\|23.25\|23.99\|23.06\|91617;2026-10-19\|23.73\|1.37\|23.38\|23.97\|22.16\|123438;2026-10-20\|24.09\|1.52\|23.50\|24.61\|22.87\|125748;2026-10-21\|24.54\|1.87\|24.09\|25.27\|24.02\|126307;2026-10-22\|23.96\|-2.36\|24.46\|25.22\|23.94\|120662;2026-10-23\|25.20\|5.18\|23.50\|25.44\|22.40\|178742;2026-10-26\|24.12\|-4.29\|25.00\|25.00\|23.72\|126566;2026-10-27\|23.44\|-2.82\|24.40\|24.98\|23.40\|99828;2026-10-28\|24.93\|6.36\|23.88\|25.68\|23.60\|168709;2026-10-29\|23.32\|-6.46\|24.60\|24.70\|23.29\|136273;2026-10-30\|21.82\|-6.43\|22.14\|23.28\|21.68\|156714;2026-11-02\|22.91\|5.00\|21.90\|23.30\|21.23\|146951;2026-11-03\|21.59\|-5.76\|22.42\|22.71\|21.55\|113578;2026-11-04\|22.27\|3.15\|21.62\|22.50\|20.69\|162711;2026-11-05\|23.02\|3.37\|22.01\|23.06\|21.70\|160242;2026-11-06\|22.24\|-3.39\|22.16\|22.81\|21.63\|116475
128004	小鹏机器人业务完成首轮超9亿美元融资	机器人+萤石矿+一季报扭亏行业原因：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、据2026年4月16日年报，公司通过收购持有布拖县交际河萤石矿，矿区保有CaF₂资源量231.0万吨，设计生产规模15万吨/年，正推进投产审批；据2026年5月11日业绩说明会，公司已向省级主管部门提交矿山开工建设申请资料，待批复。 2、据2026年4月16日年报，公司与优必选等签署战略合作框架协议，就具身智能机器人在民航和泛交通行业落地应用进行合作；据2026年5月11日业绩说明会，公司参股的锦程智行已向机场客户交付无人驾驶小巴产品。 3、据2026年4月30日披露的一季报，公司2026年一季度归母净利润1347.29万元，同比增长225.30%。	成都优质基建企业；2025年7月，公司与深圳市优必选、中国民航正式签署战略合作框架协议，就具身智能机器人及人工智能技术在民航和泛交通行业落地应用进行深入合作探索，全资子公司四川成路智汇科技和优必选等联合成立锦程智行(成都)，锦程智行已获取订单并投入机场使用	2026-06-29\|4.86\|9.95\|4.45\|4.86\|4.36\|239551;2026-06-30\|5.35\|10.08\|4.96\|5.35\|4.87\|602496;2026-07-01\|5.42\|1.31\|5.36\|5.51\|5.22\|592021;2026-07-02\|5.41\|-0.18\|5.47\|5.75\|5.36\|513363;2026-07-03\|5.40\|-0.18\|5.45\|5.55\|5.33\|446240;2026-07-06\|5.29\|-2.04\|5.47\|5.49\|5.23\|344803;2026-07-07\|5.32\|0.57\|5.29\|5.53\|5.23\|252145;2026-07-08\|5.21\|-2.07\|5.30\|5.38\|5.19\|227257;2026-07-09\|5.27\|1.15\|5.20\|5.35\|5.16\|194263;2026-07-10\|5.17\|-1.90\|5.32\|5.39\|5.17\|245801;2026-07-13\|4.65\|-10.06\|5.12\|5.13\|4.65\|407387;2026-07-14\|5.12\|10.11\|4.47\|5.12\|4.44\|502497;2026-07-15\|5.10\|-0.39\|5.15\|5.43\|4.85\|584835;2026-07-16\|5.04\|-1.18\|5.04\|5.24\|4.85\|488988;2026-07-17\|4.91\|-2.58\|5.20\|5.20\|4.86\|453384;2026-07-20\|4.74\|-3.46\|4.91\|5.16\|4.52\|418411;2026-07-21\|4.55\|-4.01\|4.85\|4.85\|4.32\|397948;2026-07-22\|4.49\|-1.32\|4.51\|4.60\|4.43\|235482;2026-07-23\|4.55\|1.34\|4.45\|4.55\|4.44\|191975;2026-07-24\|4.36\|-4.18\|4.50\|4.51\|4.36\|170740;2026-07-27\|4.45\|2.06\|4.37\|4.48\|4.31\|145885;2026-07-28\|4.49\|0.90\|4.40\|4.58\|4.38\|153499;2026-07-29\|4.53\|0.89\|4.53\|4.55\|4.43\|179761;2026-07-30\|4.38\|-3.31\|4.49\|4.54\|4.37\|218230;2026-07-31\|4.46\|1.83\|4.42\|4.49\|4.40\|149964;2026-08-03\|4.51\|1.12\|4.49\|4.60\|4.46\|140971;2026-08-04\|4.56\|1.11\|4.51\|4.61\|4.47\|209184;2026-08-05\|4.62\|1.32\|4.56\|4.66\|4.55\|167758;2026-08-06\|4.90\|6.06\|4.60\|4.92\|4.57\|300887;2026-08-07\|4.92\|0.41\|4.91\|4.98\|4.73\|234876;2026-08-10\|4.97\|1.02\|4.92\|5.15\|4.90\|256417;2026-08-11\|5.08\|2.21\|4.97\|5.13\|4.89\|252318;2026-08-12\|5.15\|1.38\|5.09\|5.19\|5.05\|296152;2026-08-13\|5.05\|-1.94\|5.14\|5.14\|5.01\|236632;2026-08-14\|5.56\|10.10\|5.07\|5.56\|5.02\|547835;2026-08-17\|5.18\|-6.83\|5.57\|5.60\|5.15\|757686;2026-08-18\|4.98\|-3.86\|5.18\|5.19\|4.95\|373514;2026-08-19\|4.81\|-3.41\|4.98\|5.14\|4.78\|247220;2026-08-20\|4.90\|1.87\|4.84\|4.92\|4.78\|181795;2026-08-21\|4.91\|0.20\|4.86\|4.91\|4.80\|113836;2026-08-24\|4.79\|-2.44\|4.89\|4.89\|4.72\|125101;2026-08-25\|4.80\|0.21\|4.76\|4.84\|4.72\|114786;2026-08-26\|4.80\|0.00\|4.81\|4.86\|4.78\|104416;2026-08-27\|5.28\|10.00\|4.76\|5.28\|4.74\|777148;2026-08-28\|5.48\|3.79\|5.28\|5.80\|5.27\|957739;2026-08-31\|5.46\|-0.36\|5.47\|5.54\|5.23\|522046;2026-09-01\|5.54\|1.47\|5.51\|5.59\|5.40\|319931;2026-09-02\|5.46\|-1.44\|5.54\|5.59\|5.42\|243797;2026-09-03\|5.22\|-4.40\|5.46\|5.54\|5.20\|338947;2026-09-04\|5.18\|-0.77\|5.27\|5.35\|5.14\|234212;2026-09-07\|5.30\|2.32\|5.18\|5.31\|5.17\|176462;2026-09-08\|5.21\|-1.70\|5.29\|5.30\|5.18\|181890;2026-09-09\|5.17\|-0.77\|5.20\|5.25\|5.12\|144299;2026-09-10\|5.18\|0.19\|5.16\|5.22\|5.11\|157546;2026-09-11\|5.08\|-1.93\|5.14\|5.15\|4.98\|213113;2026-09-14\|5.07\|-0.20\|5.06\|5.14\|5.00\|120022;2026-09-15\|4.97\|-1.97\|5.08\|5.14\|4.94\|186339;2026-09-16\|5.13\|3.22\|4.95\|5.25\|4.90\|229512;2026-09-17\|5.08\|-0.97\|5.12\|5.15\|5.03\|129215;2026-09-18\|5.07\|-0.20\|5.09\|5.15\|5.05\|130499;2026-09-21\|5.29\|4.34\|5.06\|5.33\|5.04\|308814;2026-09-22\|5.19\|-1.89\|5.27\|5.35\|5.15\|177209;2026-09-23\|5.07\|-2.31\|5.18\|5.22\|5.06\|129402;2026-09-24\|5.00\|-1.38\|5.09\|5.14\|4.96\|136802;2026-09-28\|4.86\|-2.80\|4.99\|4.99\|4.79\|185538;2026-09-29\|4.86\|0.00\|4.86\|4.93\|4.82\|119365;2026-09-30\|4.82\|-0.82\|4.96\|4.96\|4.76\|119010;2026-10-08\|4.85\|0.62\|4.84\|5.12\|4.80\|226127;2026-10-09\|4.93\|1.65\|4.95\|4.96\|4.68\|194513;2026-10-12\|4.79\|-2.84\|4.90\|4.94\|4.78\|106289;2026-10-13\|4.80\|0.21\|4.75\|4.86\|4.67\|128412;2026-10-14\|4.71\|-1.88\|4.80\|4.85\|4.70\|110751;2026-10-15\|4.58\|-2.76\|4.64\|4.69\|4.55\|143109;2026-10-16\|4.62\|0.87\|4.66\|4.72\|4.57\|112656;2026-10-19\|4.57\|-1.08\|4.62\|4.62\|4.46\|113433;2026-10-20\|4.60\|0.66\|4.54\|4.61\|4.52\|67335;2026-10-21\|4.65\|1.09\|4.60\|4.81\|4.58\|110119;2026-10-22\|4.53\|-2.58\|4.68\|4.68\|4.53\|84099;2026-10-23\|4.62\|1.99\|4.49\|4.64\|4.36\|160678;2026-10-26\|4.49\|-2.81\|4.56\|4.56\|4.42\|119696;2026-10-27\|4.37\|-2.67\|4.52\|4.52\|4.36\|92351;2026-10-28\|4.49\|2.75\|4.37\|4.53\|4.35\|122893;2026-10-29\|4.33\|-3.56\|4.45\|4.47\|4.31\|93821;2026-10-30\|4.15\|-4.16\|4.35\|4.36\|4.15\|111756;2026-11-02\|4.17\|0.48\|4.18\|4.22\|4.07\|106480;2026-11-03\|4.18\|0.24\|4.17\|4.23\|4.12\|103756;2026-11-04\|4.23\|1.20\|4.19\|4.25\|4.12\|114786;2026-11-05\|4.25\|0.47\|4.22\|4.32\|4.19\|120288;2026-11-06\|4.21\|-0.94\|4.15\|4.25\|4.12\|96043
128003	摩根大通：下一轮全球粮食危机可能正在酝酿之中	菜籽油+产能扩张+高端油品行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2026年8月7日半年度报告，公司以包装菜籽油产品为主，“道道全”等品牌在华中、西南、西北、华东区域具有较好市场认可度，菜籽油为公司核心品类。 2、据2026年4月7日业绩说明会，公司五大基地具备年加工110万吨油菜籽及大豆预榨、120万吨油脂精炼和100万吨灌装产能，并计划在陕西渭南建设100万吨年食用油加工项目。 3、据2026年4月7日业绩说明会，高油酸菜籽油等高端产品市场接受度稳步提升、渠道拓展顺利，已成为产品矩阵的重要增长点。	公司主营食用植物油，有菜籽种植基地，主要种植高油酸菜籽品种，为公司的高油酸菜油提供原料资源	2026-06-29\|7.26\|0.83\|7.16\|7.34\|7.01\|37490;2026-06-30\|7.09\|-2.34\|7.25\|7.29\|7.02\|31883;2026-07-01\|7.31\|3.10\|7.07\|7.42\|7.07\|51374;2026-07-02\|7.36\|0.68\|7.31\|7.49\|7.30\|38908;2026-07-03\|7.51\|2.04\|7.41\|7.57\|7.37\|40121;2026-07-06\|7.56\|0.67\|7.51\|7.65\|7.46\|36408;2026-07-07\|7.37\|-2.51\|7.56\|7.56\|7.31\|33795;2026-07-08\|7.42\|0.68\|7.33\|7.50\|7.24\|35925;2026-07-09\|7.32\|-1.35\|7.42\|7.48\|7.23\|30100;2026-07-10\|7.42\|1.37\|7.31\|7.53\|7.18\|38852;2026-07-13\|7.39\|-0.40\|7.40\|7.49\|7.36\|33071;2026-07-14\|7.55\|2.17\|7.39\|7.60\|7.32\|38490;2026-07-15\|7.69\|1.85\|7.45\|7.71\|7.27\|53323;2026-07-16\|7.81\|1.56\|7.61\|7.86\|7.60\|44393;2026-07-17\|7.61\|-2.56\|7.78\|7.97\|7.53\|48794;2026-07-20\|7.50\|-1.45\|7.61\|7.69\|7.35\|44043;2026-07-21\|7.28\|-2.93\|7.45\|7.50\|7.24\|57667;2026-07-22\|7.15\|-1.79\|7.28\|7.35\|7.10\|35466;2026-07-23\|7.33\|2.52\|7.11\|7.35\|7.08\|34235;2026-07-24\|7.14\|-2.59\|7.25\|7.33\|7.12\|25009;2026-07-27\|7.33\|2.66\|7.17\|7.45\|7.08\|36051;2026-07-28\|7.48\|2.05\|7.29\|7.51\|7.29\|28246;2026-07-29\|7.59\|1.47\|7.50\|7.70\|7.48\|35195;2026-07-30\|7.64\|0.66\|7.61\|7.75\|7.55\|37223;2026-07-31\|7.71\|0.92\|7.68\|7.71\|7.59\|31416;2026-08-03\|7.87\|2.08\|7.68\|7.88\|7.68\|42904;2026-08-04\|7.80\|-0.89\|7.88\|7.92\|7.73\|45651;2026-08-05\|7.72\|-1.03\|7.83\|7.84\|7.63\|38266;2026-08-06\|7.77\|0.65\|7.70\|7.80\|7.60\|39905;2026-08-07\|7.60\|-2.19\|7.78\|7.80\|7.44\|66729;2026-08-10\|7.88\|3.68\|7.59\|7.90\|7.52\|76999;2026-08-11\|7.91\|0.38\|7.90\|7.97\|7.83\|52173;2026-08-12\|7.93\|0.25\|7.93\|7.97\|7.82\|40574;2026-08-13\|7.78\|-1.89\|7.94\|7.94\|7.72\|52832;2026-08-14\|7.76\|-0.26\|7.78\|7.81\|7.66\|34781;2026-08-17\|7.88\|1.55\|7.75\|8.04\|7.73\|84934;2026-08-18\|8.12\|3.05\|7.84\|8.13\|7.84\|147948;2026-08-19\|8.21\|1.11\|8.10\|8.52\|7.96\|227099;2026-08-20\|8.49\|3.41\|8.10\|8.49\|7.92\|237260;2026-08-21\|8.01\|-5.65\|8.27\|8.34\|7.97\|153899;2026-08-24\|7.82\|-2.37\|8.00\|8.01\|7.74\|98849;2026-08-25\|8.06\|3.07\|7.82\|8.08\|7.73\|107385;2026-08-26\|8.08\|0.25\|7.94\|8.25\|7.94\|86140;2026-08-27\|8.89\|10.02\|8.09\|8.89\|8.09\|197567;2026-08-28\|8.81\|-0.90\|9.09\|9.35\|8.78\|350810;2026-08-31\|8.58\|-2.61\|8.72\|8.85\|8.52\|228155;2026-09-01\|8.81\|2.68\|8.55\|9.04\|8.55\|223770;2026-09-02\|8.47\|-3.86\|8.95\|8.96\|8.45\|174782;2026-09-03\|8.30\|-1.43\|8.55\|8.58\|8.24\|120471;2026-09-04\|8.51\|2.53\|8.30\|8.65\|8.19\|125342;2026-09-07\|9.36\|9.99\|8.65\|9.36\|8.64\|155442;2026-09-08\|9.63\|2.88\|10.00\|10.00\|9.50\|470023;2026-09-09\|9.38\|-2.60\|9.51\|9.58\|9.20\|282884;2026-09-10\|8.98\|-4.26\|9.26\|9.49\|8.96\|198327;2026-09-11\|8.60\|-4.23\|8.95\|9.03\|8.55\|162008;2026-09-14\|8.37\|-2.67\|8.60\|8.68\|8.33\|130482;2026-09-15\|7.92\|-5.38\|8.39\|8.43\|7.90\|152779;2026-09-16\|8.03\|1.39\|7.99\|8.06\|7.76\|94298;2026-09-17\|8.18\|1.87\|7.92\|8.22\|7.85\|122006;2026-09-18\|8.14\|-0.49\|8.07\|8.20\|8.00\|97278;2026-09-21\|8.29\|1.84\|8.09\|8.30\|8.03\|90487;2026-09-22\|8.28\|-0.12\|8.24\|8.34\|8.12\|71674;2026-09-23\|8.08\|-2.42\|8.29\|8.30\|8.05\|79223;2026-09-24\|8.09\|0.12\|8.04\|8.55\|8.04\|132694;2026-09-28\|8.90\|10.01\|8.18\|8.90\|7.86\|280643;2026-09-29\|8.60\|-3.37\|8.80\|8.80\|8.46\|222403;2026-09-30\|8.69\|1.05\|8.71\|8.80\|8.58\|139628;2026-10-08\|8.62\|-0.81\|8.65\|8.78\|8.58\|99596;2026-10-09\|8.79\|1.97\|8.62\|8.79\|8.42\|147249;2026-10-12\|8.49\|-3.41\|8.77\|8.85\|8.49\|120049;2026-10-13\|8.60\|1.30\|8.40\|8.65\|8.30\|102222;2026-10-14\|8.30\|-3.49\|8.59\|8.61\|8.27\|74571;2026-10-15\|7.99\|-3.73\|8.21\|8.47\|7.91\|97067;2026-10-16\|7.94\|-0.63\|8.02\|8.15\|7.86\|77878;2026-10-19\|7.71\|-2.90\|7.94\|7.95\|7.56\|87384;2026-10-20\|7.80\|1.17\|7.70\|7.85\|7.65\|61261;2026-10-21\|7.83\|0.38\|7.80\|7.97\|7.77\|55582;2026-10-22\|7.52\|-3.96\|7.82\|7.84\|7.51\|63594;2026-10-23\|7.65\|1.73\|7.52\|7.65\|7.25\|68729;2026-10-26\|7.74\|1.18\|7.62\|7.79\|7.53\|47167;2026-10-27\|7.53\|-2.71\|7.76\|7.83\|7.53\|46751;2026-10-28\|7.58\|0.66\|7.55\|7.64\|7.47\|33093;2026-10-29\|7.10\|-6.33\|7.40\|7.40\|7.10\|84135;2026-10-30\|7.08\|-0.28\|7.00\|7.33\|6.96\|66231;2026-11-02\|7.20\|1.69\|7.08\|7.23\|6.96\|49233;2026-11-03\|7.20\|0.00\|7.17\|7.36\|7.15\|37043;2026-11-04\|7.22\|0.28\|7.19\|7.25\|7.11\|50913;2026-11-05\|7.34\|1.66\|7.25\|7.37\|7.22\|45761;2026-11-06\|7.28\|-0.82\|7.24\|7.39\|7.18\|46437
128002		中报增长+涤纶长丝+一体化 1、据上证报2026年8月26日报道，公司上半年营业收入527.09亿元，同比增长19.36%；归母净利润42.22亿元，同比增长285.03%，扣非归母净利润同比增长280.03%。 2、据2026年8月26日半年度报告，公司PTA、涤纶长丝等产品加工价差较上年同期明显修复，盈利能力扩大；参股浙石化盈利能力提升，投资收益有所增加。 3、据2026年8月26日半年度报告，公司是国内民用涤纶长丝行业龙头，形成PTA、聚酯聚合、涤纶长丝一体化布局，现有PTA产能1020万吨，综合生产成本优势显著。	公司是国内产能、产量、销量最大的涤纶长丝企业，已形成了“外购PX--PTA--聚酯--纺丝--加弹”一条龙的生产、销售格局	2026-06-29\|23.20\|-3.57\|23.63\|23.89\|22.32\|546468;2026-06-30\|21.65\|-6.68\|22.55\|22.80\|21.49\|631881;2026-07-01\|23.15\|6.93\|21.84\|23.48\|20.93\|690816;2026-07-02\|22.90\|-1.08\|22.50\|23.59\|22.32\|504009;2026-07-03\|22.84\|-0.26\|22.91\|24.00\|21.97\|691647;2026-07-06\|23.69\|3.72\|22.64\|24.46\|22.62\|586269;2026-07-07\|22.52\|-4.94\|23.50\|24.13\|22.38\|494173;2026-07-08\|21.65\|-3.86\|22.59\|22.68\|21.40\|384480;2026-07-09\|21.02\|-2.37\|21.31\|21.50\|20.16\|400067;2026-07-10\|20.66\|-1.71\|21.02\|21.13\|20.44\|369981;2026-07-13\|19.31\|-6.53\|20.40\|20.70\|19.08\|481506;2026-07-14\|20.56\|6.47\|19.38\|20.69\|19.12\|454471;2026-07-15\|20.72\|0.78\|20.86\|21.21\|20.25\|401465;2026-07-16\|20.33\|-1.88\|20.54\|20.87\|20.13\|341344;2026-07-17\|20.65\|1.57\|20.27\|21.09\|20.13\|456896;2026-07-20\|20.80\|0.73\|20.64\|21.53\|20.34\|494321;2026-07-21\|21.17\|1.78\|20.50\|21.44\|20.50\|416333;2026-07-22\|22.64\|6.94\|21.01\|22.88\|20.80\|541148;2026-07-23\|22.61\|-0.13\|22.60\|22.75\|21.76\|344481;2026-07-24\|21.13\|-6.55\|22.32\|22.58\|21.10\|384280;2026-07-27\|21.41\|1.33\|20.86\|21.72\|20.78\|278991;2026-07-28\|21.20\|-0.98\|21.05\|21.36\|20.65\|236161;2026-07-29\|22.29\|5.14\|21.20\|22.58\|21.10\|397557;2026-07-30\|22.05\|-1.08\|22.24\|22.55\|21.72\|331692;2026-07-31\|22.40\|1.59\|21.70\|22.69\|21.53\|328653;2026-08-03\|22.42\|0.09\|22.29\|23.18\|21.63\|396019;2026-08-04\|22.17\|-1.12\|22.28\|22.38\|21.52\|285080;2026-08-05\|22.99\|3.70\|21.90\|23.17\|21.86\|376961;2026-08-06\|23.35\|1.57\|22.94\|23.66\|22.77\|386813;2026-08-07\|23.56\|0.90\|23.44\|24.35\|23.20\|491177;2026-08-10\|24.40\|3.57\|23.56\|24.74\|23.50\|401416;2026-08-11\|23.89\|-2.09\|24.40\|24.98\|23.80\|466799;2026-08-12\|23.33\|-2.34\|23.86\|24.49\|23.00\|487341;2026-08-13\|22.67\|-2.83\|23.11\|23.33\|22.66\|359607;2026-08-14\|22.84\|0.75\|22.77\|23.13\|22.55\|246900;2026-08-17\|23.45\|2.67\|23.02\|23.49\|22.69\|295834;2026-08-18\|23.92\|2.00\|23.55\|23.97\|23.33\|295987;2026-08-19\|23.71\|-0.88\|23.82\|24.38\|23.55\|362286;2026-08-20\|23.62\|-0.38\|23.78\|24.65\|23.36\|317774;2026-08-21\|24.71\|4.61\|23.61\|24.78\|23.08\|413575;2026-08-24\|24.50\|-0.85\|24.87\|25.82\|24.03\|539396;2026-08-25\|23.71\|-3.22\|24.50\|25.05\|23.50\|494585;2026-08-26\|23.64\|-0.30\|23.30\|24.35\|22.68\|355937;2026-08-27\|26.00\|9.98\|23.61\|26.00\|23.50\|668485;2026-08-28\|27.45\|5.58\|26.38\|27.78\|25.52\|925242;2026-08-31\|27.66\|0.77\|27.61\|27.89\|26.61\|694535;2026-09-01\|27.17\|-1.77\|27.65\|28.10\|26.98\|608334;2026-09-02\|26.28\|-3.28\|27.17\|27.25\|25.60\|551588;2026-09-03\|26.48\|0.76\|26.28\|26.84\|26.01\|393732;2026-09-04\|26.00\|-1.81\|26.39\|26.75\|25.87\|453539;2026-09-07\|24.92\|-4.15\|25.81\|25.96\|24.70\|541965;2026-09-08\|25.07\|0.60\|24.99\|25.20\|24.60\|490975;2026-09-09\|24.97\|-0.40\|25.08\|25.09\|24.40\|380764;2026-09-10\|24.42\|-2.20\|24.78\|24.87\|24.12\|443433;2026-09-11\|23.41\|-4.14\|24.16\|24.16\|22.79\|516985;2026-09-14\|23.12\|-1.24\|23.30\|23.87\|22.99\|300533;2026-09-15\|22.83\|-1.25\|23.13\|23.24\|22.67\|247713;2026-09-16\|23.36\|2.32\|22.76\|23.50\|22.63\|325830;2026-09-17\|23.60\|1.03\|23.15\|23.68\|22.86\|279971;2026-09-18\|23.81\|0.89\|23.70\|24.41\|23.58\|374658;2026-09-21\|24.40\|2.48\|23.80\|24.74\|23.48\|350214;2026-09-22\|23.92\|-1.97\|24.40\|24.45\|23.58\|254001;2026-09-23\|24.08\|0.67\|23.80\|24.28\|23.68\|151839;2026-09-24\|23.26\|-3.41\|23.90\|23.96\|23.24\|200879;2026-09-28\|23.28\|0.09\|23.24\|23.54\|22.85\|196589;2026-09-29\|22.49\|-3.39\|23.28\|23.52\|21.64\|470989;2026-09-30\|22.73\|1.07\|22.49\|22.99\|22.25\|174478;2026-10-08\|22.68\|-0.22\|22.69\|23.41\|22.51\|207907;2026-10-09\|22.95\|1.19\|22.74\|23.05\|22.06\|251747;2026-10-12\|21.06\|-8.24\|22.90\|22.90\|20.87\|391489;2026-10-13\|20.62\|-2.09\|20.81\|20.93\|20.19\|333047;2026-10-14\|20.06\|-2.72\|20.65\|20.85\|19.95\|196512;2026-10-15\|19.22\|-4.19\|19.59\|19.70\|19.04\|337741;2026-10-16\|20.26\|5.41\|20.60\|20.86\|19.91\|454790;2026-10-19\|20.94\|3.36\|20.26\|21.10\|20.16\|336878;2026-10-20\|20.94\|0.00\|20.90\|21.27\|20.51\|268345;2026-10-21\|21.55\|2.91\|20.99\|21.85\|20.90\|305217;2026-10-22\|21.05\|-2.32\|21.57\|21.59\|20.98\|231723;2026-10-23\|21.67\|2.95\|20.74\|21.67\|20.52\|320415;2026-10-26\|20.50\|-5.40\|21.43\|21.55\|20.35\|342650;2026-10-27\|20.58\|0.39\|20.54\|21.26\|20.44\|232321;2026-10-28\|20.48\|-0.49\|20.74\|20.83\|20.32\|210319;2026-10-29\|20.67\|0.93\|20.51\|20.95\|20.16\|224469;2026-10-30\|20.61\|-0.29\|20.26\|21.08\|20.07\|249805;2026-11-02\|21.55\|4.56\|20.61\|21.65\|20.37\|447801;2026-11-03\|22.45\|4.18\|21.28\|23.26\|21.20\|486407;2026-11-04\|23.40\|4.23\|22.57\|23.76\|21.97\|362063;2026-11-05\|24.39\|4.23\|23.55\|25.14\|23.48\|442552;2026-11-06\|23.37\|-4.18\|23.50\|24.32\|23.29\|278048
128001	英伟达Vera Rubin平台全面导入无风扇全液冷架构	液冷服务器+电子水泵+汽车+泛工业行业原因：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6月3日投资者关系活动记录表，公司针对液冷服务器CDU的机架内和行级两种匹配方式均有电子液冷泵产品适配方案，并已与英维克、台达电子、超聚变、联想等40多家行业领先企业建立合作，部分客户项目已量产。 2、据2026年5月29日投资者关系管理信息，公司液冷领域产品以电子泵系列和温控阀系列为主，服务器液冷领域用的电子泵实现电机与水泵高度集成，体积仅为传统机械水泵的三分之一；目前公司液冷领域主要客户及建立联系的超80家，超120个项目正在进行中。 3、据2025年年度报告及2026年6月3日投资者关系管理信息，公司是国内汽车热管理领军企业，汽车水泵和涡轮增压器壳体获评制造业单项冠军，新能源热管理产品从汽车领域向服务器液冷、数据中心、人工智能等民用领域延伸，形成“汽车+泛工业”双轮驱动的业务格局。	1、公司针对机器人关节等部位日益增长的液冷散热需求，依托公司在电子泵、温控阀及集成模块等新能源热管理产品上的技术优势，积极布局机器人领域液冷市场； 2、公司的数据中心液冷产品在芜湖飞龙、郑州飞龙已建有专门生产线；公司多个液冷项目正在进行中，公司电子水泵系列产品和温控阀系列产品已应用在服务器液冷领域，该领域部分项目已经量产	2026-06-29\|44.65\|-7.21\|47.55\|48.50\|43.64\|507743;2026-06-30\|47.18\|5.67\|45.00\|47.96\|44.68\|358410;2026-07-01\|48.19\|2.14\|47.75\|49.40\|46.61\|363859;2026-07-02\|47.24\|-1.97\|47.00\|48.99\|45.60\|353382;2026-07-03\|51.96\|9.99\|47.68\|51.96\|47.37\|505096;2026-07-06\|55.00\|5.85\|51.82\|57.16\|51.66\|737584;2026-07-07\|53.05\|-3.55\|54.88\|55.05\|52.53\|421526;2026-07-08\|49.80\|-6.13\|53.83\|54.78\|49.74\|377370;2026-07-09\|52.69\|5.80\|51.51\|52.98\|49.66\|401099;2026-07-10\|52.84\|0.28\|54.09\|57.27\|52.10\|553251;2026-07-13\|49.15\|-6.98\|51.94\|55.50\|48.97\|417919;2026-07-14\|54.07\|10.01\|49.35\|54.07\|49.31\|424866;2026-07-15\|55.90\|3.38\|55.13\|58.79\|54.00\|557317;2026-07-16\|54.68\|-2.18\|54.92\|57.30\|52.00\|458288;2026-07-17\|49.21\|-10.00\|54.14\|56.60\|49.21\|547223;2026-07-20\|44.29\|-10.00\|49.00\|51.32\|44.29\|487236;2026-07-21\|47.06\|6.25\|44.14\|47.50\|39.86\|637364;2026-07-22\|48.05\|2.10\|47.00\|51.40\|47.00\|456315;2026-07-23\|50.10\|4.27\|49.91\|52.86\|49.02\|481030;2026-07-24\|48.19\|-3.81\|49.50\|52.00\|47.50\|422931;2026-07-27\|49.97\|3.69\|48.18\|50.00\|45.20\|345551;2026-07-28\|44.97\|-10.01\|48.01\|48.50\|44.97\|297901;2026-07-29\|40.92\|-9.01\|43.00\|43.59\|40.47\|517397;2026-07-30\|36.83\|-10.00\|39.90\|40.81\|36.83\|278756;2026-07-31\|34.60\|-6.05\|38.00\|38.90\|34.37\|651415;2026-08-03\|31.55\|-8.81\|33.61\|33.69\|31.30\|546635;2026-08-04\|34.71\|10.02\|31.86\|34.71\|30.91\|365321;2026-08-05\|38.17\|9.97\|35.19\|38.18\|34.23\|600735;2026-08-06\|37.85\|-0.84\|37.39\|38.68\|36.29\|454614;2026-08-07\|39.61\|4.65\|38.00\|40.08\|37.66\|439465;2026-08-10\|39.52\|-0.23\|39.61\|40.45\|37.80\|357385;2026-08-11\|39.72\|0.51\|39.49\|41.26\|38.99\|475497;2026-08-12\|42.85\|7.88\|40.33\|43.69\|39.29\|521196;2026-08-13\|41.65\|-2.80\|43.48\|44.23\|41.40\|477650;2026-08-14\|42.60\|2.28\|43.28\|44.92\|42.02\|503159;2026-08-17\|46.11\|8.24\|42.99\|46.11\|42.84\|400634;2026-08-18\|45.99\|-0.26\|46.11\|46.50\|44.00\|449342;2026-08-19\|41.80\|-9.11\|44.90\|45.05\|41.42\|411069;2026-08-20\|42.70\|2.15\|42.55\|43.10\|41.02\|372034;2026-08-21\|46.97\|10.00\|44.83\|46.97\|44.70\|359544;2026-08-24\|48.80\|3.90\|50.73\|51.67\|47.61\|824958;2026-08-25\|51.56\|5.66\|48.48\|52.65\|47.00\|758906;2026-08-26\|49.30\|-4.38\|51.02\|51.56\|48.00\|574266;2026-08-27\|54.23\|10.00\|51.49\|54.23\|50.00\|623353;2026-08-28\|53.33\|-1.66\|54.23\|55.31\|53.05\|661020;2026-08-31\|54.90\|2.94\|51.29\|55.46\|50.98\|596236;2026-09-01\|52.79\|-3.84\|54.95\|54.95\|52.59\|411166;2026-09-02\|58.07\|10.00\|51.51\|58.07\|51.51\|578043;2026-09-03\|63.03\|8.54\|58.00\|63.88\|57.42\|915775;2026-09-04\|58.26\|-7.57\|63.07\|63.97\|57.58\|939228;2026-09-07\|57.37\|-1.53\|57.68\|58.35\|55.30\|763438;2026-09-08\|58.59\|2.13\|57.00\|59.28\|54.25\|869090;2026-09-09\|56.82\|-3.02\|58.10\|58.30\|55.90\|566855;2026-09-10\|53.71\|-5.47\|56.10\|56.30\|53.55\|611994;2026-09-11\|53.30\|-0.76\|52.90\|53.82\|50.79\|504166;2026-09-14\|53.29\|-0.02\|53.02\|54.92\|51.90\|415981;2026-09-15\|53.36\|0.13\|52.98\|55.48\|52.44\|437458;2026-09-16\|54.42\|1.99\|52.65\|55.11\|51.56\|479091;2026-09-17\|53.35\|-1.97\|54.00\|55.47\|53.35\|362797;2026-09-18\|53.64\|0.54\|54.01\|54.55\|51.61\|372700;2026-09-21\|53.82\|0.34\|53.94\|56.80\|53.70\|551265;2026-09-22\|52.15\|-3.10\|54.70\|54.70\|51.85\|470553;2026-09-23\|52.27\|0.23\|52.55\|53.32\|51.87\|251958;2026-09-24\|50.67\|-3.06\|51.90\|52.38\|50.30\|273065;2026-09-28\|46.50\|-8.23\|50.47\|50.60\|46.30\|357072;2026-09-29\|46.52\|0.04\|46.06\|47.00\|45.79\|183717;2026-09-30\|45.38\|-2.45\|46.57\|46.80\|45.22\|160226;2026-10-08\|42.77\|-5.75\|43.23\|46.34\|42.00\|418459;2026-10-09\|41.75\|-2.38\|42.77\|42.77\|38.88\|424074;2026-10-12\|41.11\|-1.53\|41.21\|42.68\|40.72\|273269;2026-10-13\|41.16\|0.12\|40.20\|42.30\|38.30\|345063;2026-10-14\|42.23\|2.60\|41.73\|44.14\|40.90\|513090;2026-10-15\|40.30\|-4.57\|40.01\|42.10\|39.99\|316367;2026-10-16\|40.60\|0.74\|41.60\|44.33\|40.37\|492657;2026-10-19\|39.01\|-3.92\|40.60\|40.62\|37.00\|387596;2026-10-20\|39.85\|2.15\|38.84\|40.68\|37.70\|271286;2026-10-21\|40.64\|1.98\|40.57\|41.50\|40.21\|240446;2026-10-22\|39.39\|-3.08\|40.91\|41.44\|39.00\|237063;2026-10-23\|39.97\|1.47\|38.00\|40.20\|36.03\|307458;2026-10-26\|37.95\|-5.05\|39.66\|39.78\|37.25\|221951;2026-10-27\|36.13\|-4.80\|38.50\|39.05\|36.00\|209284;2026-10-28\|38.89\|7.64\|36.63\|39.26\|36.17\|330837;2026-10-29\|35.00\|-10.00\|36.37\|38.60\|35.00\|472572;2026-10-30\|31.50\|-10.00\|32.03\|33.20\|31.50\|437350;2026-11-02\|30.35\|-3.65\|30.01\|31.06\|28.92\|505037;2026-11-03\|27.32\|-9.98\|30.29\|30.29\|27.32\|480458;2026-11-04\|30.05\|9.99\|27.32\|30.05\|26.49\|554268;2026-11-05\|30.75\|2.33\|29.46\|31.46\|29.03\|429737;2026-11-06\|28.65\|-6.83\|28.28\|29.19\|27.73\|361977
128000	PTFE成英伟达Rubin Ultra正交背板主力选材	高速电子树脂+AI算力+超跌反弹行业原因：隔夜美股存储芯片板块大幅反弹，市场对AI与科技股的去杠杆担忧缓解，韩股SK海力士早盘大涨近30%。公司原因： 1、据2026年7月16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”已处于试车阶段，预计于8月上旬完成所有产品的试生产，产品主要应用于AI服务器、高端算力等领域。 2、据2026年7月9日公告，公司预计2026年半年度实现归母净利润3.12亿元左右，同比增长约63.93%，主因是聚焦高速电子树脂核心主业，在增量高端市场实现突破性拓展。 3、据2026年7月24日互动易，公司M10级碳氢树脂目前正有序推进下游客户送样、验证工作；据2026年7月24日互动易，当前公司碳氢树脂订单需求旺盛，产能供给较为紧缺。	公司双马来酰亚胺树脂、活性酯树脂、碳氢树脂、聚苯醚树脂等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	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;2026-07-14\|53.95\|9.01\|49.48\|54.44\|49.04\|805372;2026-07-15\|51.49\|-4.56\|56.00\|56.77\|51.34\|597720;2026-07-16\|48.78\|-5.26\|49.88\|52.24\|48.19\|536197;2026-07-17\|43.90\|-10.00\|48.81\|49.05\|43.90\|638563;2026-07-20\|39.51\|-10.00\|45.10\|45.45\|39.51\|719296;2026-07-21\|43.00\|8.83\|38.75\|43.07\|35.56\|1015723;2026-07-22\|41.39\|-3.74\|42.99\|43.90\|40.85\|629377;2026-07-23\|41.48\|0.22\|41.93\|43.96\|41.03\|564110;2026-07-24\|41.72\|0.58\|41.48\|43.17\|40.30\|546870;2026-07-27\|43.32\|3.84\|41.39\|43.61\|40.64\|600724;2026-07-28\|38.94\|-10.01\|42.00\|42.56\|38.94\|532887;2026-07-29\|36.60\|-6.01\|38.53\|39.04\|35.58\|830926;2026-07-30\|33.26\|-9.13\|36.50\|36.83\|32.94\|772258;2026-07-31\|34.33\|3.22\|35.90\|36.59\|34.20\|742829;2026-08-03\|32.50\|-5.33\|34.33\|34.41\|32.25\|538703;2026-08-04\|35.75\|10.00\|33.00\|35.75\|32.28\|569776;2026-08-05\|39.33\|10.01\|35.70\|39.33\|35.70\|613958;2026-08-06\|41.76\|6.18\|39.33\|43.10\|39.33\|965356;2026-08-07\|45.94\|10.01\|42.39\|45.94\|41.50\|1121555;2026-08-10\|45.38\|-1.22\|47.21\|47.48\|43.60\|1182206;2026-08-11\|47.67\|5.05\|45.16\|49.25\|44.31\|1074819;2026-08-12\|48.40\|1.53\|47.11\|49.10\|47.11\|755088;2026-08-13\|46.92\|-3.06\|49.05\|50.00\|46.66\|764662;2026-08-14\|47.71\|1.68\|46.91\|48.65\|46.69\|622877;2026-08-17\|49.60\|3.96\|48.25\|50.50\|47.80\|812293;2026-08-18\|49.48\|-0.24\|49.58\|50.76\|48.52\|651050;2026-08-19\|45.06\|-8.93\|47.50\|49.38\|44.63\|889791;2026-08-20\|45.72\|1.46\|46.00\|46.88\|45.04\|577478;2026-08-21\|45.73\|0.02\|45.40\|47.17\|45.23\|465655;2026-08-24\|43.72\|-4.40\|45.73\|46.53\|42.26\|531576;2026-08-25\|44.30\|1.33\|42.60\|45.00\|41.30\|488695;2026-08-26\|44.64\|0.77\|44.76\|45.40\|42.98\|435944;2026-08-27\|49.10\|9.99\|45.88\|49.10\|45.15\|791544;2026-08-28\|51.28\|4.44\|50.00\|52.36\|49.73\|927746;2026-08-31\|52.19\|1.77\|50.10\|52.89\|50.09\|779508;2026-09-01\|48.28\|-7.49\|52.20\|52.21\|48.14\|694946;2026-09-02\|47.74\|-1.12\|47.10\|49.16\|47.00\|532114;2026-09-03\|46.36\|-2.89\|48.20\|48.30\|45.77\|482936;2026-09-04\|46.13\|-0.50\|46.82\|49.14\|45.76\|548883;2026-09-07\|49.18\|6.61\|47.26\|49.74\|46.80\|650277;2026-09-08\|47.41\|-3.60\|50.00\|50.00\|47.26\|521583;2026-09-09\|47.17\|-0.51\|47.90\|48.31\|46.71\|345859;2026-09-10\|48.59\|3.01\|46.50\|49.45\|46.04\|590587;2026-09-11\|47.72\|-1.79\|46.97\|48.45\|44.86\|581239;2026-09-14\|48.29\|1.19\|46.92\|48.97\|45.82\|453576;2026-09-15\|49.37\|2.24\|48.00\|50.94\|47.80\|619344;2026-09-16\|54.31\|10.01\|51.11\|54.31\|50.03\|842177;2026-09-17\|52.30\|-3.70\|54.31\|55.50\|52.20\|1057992;2026-09-18\|51.30\|-1.91\|53.40\|53.48\|50.50\|746717;2026-09-21\|52.75\|2.83\|52.05\|53.79\|51.99\|725167;2026-09-22\|52.19\|-1.06\|53.32\|54.34\|51.98\|644010;2026-09-23\|55.00\|5.38\|52.78\|55.98\|52.19\|982378;2026-09-24\|56.44\|2.62\|54.01\|56.88\|53.13\|931966;2026-09-28\|50.80\|-9.99\|55.02\|55.16\|50.80\|711940;2026-09-29\|50.53\|-0.34\|48.99\|52.00\|47.00\|649107;2026-09-30\|48.22\|-4.57\|50.03\|50.48\|48.01\|492896;2026-10-08\|50.92\|5.60\|51.06\|53.04\|49.67\|1111659;2026-10-09\|48.47\|-4.81\|49.18\|50.97\|46.01\|982460;2026-10-12\|45.41\|-6.31\|47.78\|48.01\|45.22\|588565;2026-10-13\|46.10\|1.52\|43.15\|47.21\|42.35\|555566;2026-10-14\|45.35\|-1.63\|45.77\|47.10\|45.23\|416235;2026-10-15\|43.15\|-4.85\|43.47\|45.00\|42.00\|469096;2026-10-16\|42.40\|-1.74\|44.45\|44.52\|42.00\|365893;2026-10-19\|40.89\|-3.56\|42.00\|42.40\|38.50\|510597;2026-10-20\|41.01\|0.29\|40.80\|42.13\|40.10\|324222;2026-10-21\|40.81\|-0.49\|41.63\|42.65\|40.62\|311856;2026-10-22\|38.73\|-5.10\|41.30\|41.30\|38.69\|349142;2026-10-23\|39.06\|0.85\|37.44\|39.22\|35.43\|530432;2026-10-26\|36.00\|-7.83\|38.77\|38.80\|35.70\|441670;2026-10-27\|34.71\|-3.58\|36.66\|37.30\|34.66\|379390;2026-10-28\|37.59\|8.30\|36.75\|38.18\|36.05\|926867;2026-10-29\|34.60\|-7.95\|36.27\|37.40\|34.60\|685675;2026-10-30\|32.91\|-4.88\|32.87\|35.18\|32.00\|604830;2026-11-02\|33.33\|1.28\|33.53\|34.00\|32.08\|532450;2026-11-03\|30.28\|-9.15\|32.42\|33.15\|30.14\|647989;2026-11-04\|33.31\|10.01\|30.54\|33.31\|29.16\|769368;2026-11-05\|34.89\|4.74\|32.50\|36.08\|32.34\|812864;2026-11-06\|33.15\|-4.99\|32.49\|34.11\|31.62\|587457
127999	英伟达业绩超预期	光模块上游+铌酸锂+软磁材料+先进封装行业原因： 1、据财闻6月25日报道，台积电已向客户通知调涨晶圆代工价格，范围从3nm扩及7nm及以下所有先进制程，整体涨幅约5%至10%。 2、据财闻6月23日报道，花旗大幅上调长电科技、通富微电、华天科技三大封测厂商目标价，认为封测行业已转变为先进封装关键赋能者，在AI驱动下进入超级景气周期，行业估值逻辑正被重塑。公司原因： 1、据2026年6月12日互动易，公司面向AI高速电光调制器的8英寸铌酸锂单晶和晶片已经实现量产；据2026年6月11日投资者关系活动记录表，根据产业调研，3.2T及以上高速率光模块中调制调节器采用铌酸锂材料的技术路线预期将成为下游客户的主流方案。 2、据2026年6月3日投资者关系活动记录表，公司软磁材料在数据中心存在相关应用，主要包括算力服务器电源模块、CPU/GPU芯片电感等；公司软磁材料目前产能位于行业前列，是国家软磁铁氧体标准制定单位之一。 3、据2025年10月27日互动易，目前公司已有小批量的生产线，产品主要应用于3D堆叠封装、临时键合载盘、先进GaN功率器件等领域。	公司生产的铌酸锂晶体材料是铌酸锂电光调制芯片及器件的上游关键原材料；公司已自主量产6英寸铌酸锂/钽酸锂晶体及黑化抛光晶片	2026-06-29\|30.14\|-7.97\|32.75\|33.00\|29.48\|1764150;2026-06-30\|30.84\|2.32\|30.06\|31.74\|29.30\|1131699;2026-07-01\|29.94\|-2.92\|30.63\|31.07\|29.21\|1152264;2026-07-02\|27.90\|-6.81\|28.60\|29.58\|27.57\|1015200;2026-07-03\|26.28\|-5.81\|27.60\|28.00\|26.28\|948609;2026-07-06\|25.09\|-4.53\|26.49\|26.79\|24.58\|870525;2026-07-07\|25.12\|0.12\|25.00\|25.75\|24.48\|685124;2026-07-08\|24.11\|-4.02\|25.25\|25.76\|23.80\|710907;2026-07-09\|25.12\|4.19\|24.50\|25.19\|22.88\|1077678;2026-07-10\|23.90\|-4.86\|25.27\|25.88\|23.89\|1004248;2026-07-13\|21.51\|-10.00\|23.50\|23.80\|21.51\|852473;2026-07-14\|22.97\|6.79\|21.55\|23.15\|21.10\|950171;2026-07-15\|23.43\|2.00\|22.50\|24.17\|22.31\|1304508;2026-07-16\|21.36\|-8.83\|22.40\|22.99\|21.10\|867290;2026-07-17\|19.22\|-10.02\|21.54\|21.61\|19.22\|1094017;2026-07-20\|17.39\|-9.52\|19.89\|20.18\|17.30\|1109904;2026-07-21\|19.13\|10.01\|17.89\|19.13\|15.68\|1005536;2026-07-22\|19.15\|0.10\|19.04\|20.10\|18.96\|1157088;2026-07-23\|18.95\|-1.04\|19.53\|19.95\|18.64\|694034;2026-07-24\|18.35\|-3.17\|18.58\|19.16\|18.11\|580593;2026-07-27\|19.60\|6.81\|18.65\|19.60\|18.04\|769679;2026-07-28\|18.54\|-5.41\|19.12\|20.20\|18.35\|787585;2026-07-29\|18.21\|-1.78\|18.52\|18.59\|17.17\|791393;2026-07-30\|16.39\|-9.99\|18.03\|18.38\|16.39\|956635;2026-07-31\|16.61\|1.34\|17.60\|18.01\|16.59\|1091656;2026-08-03\|16.47\|-0.84\|16.60\|16.88\|16.15\|645511;2026-08-04\|18.12\|10.02\|16.85\|18.12\|16.59\|826008;2026-08-05\|19.68\|8.61\|17.70\|19.93\|17.68\|1476726;2026-08-06\|21.65\|10.01\|19.48\|21.65\|19.34\|1609317;2026-08-07\|23.01\|6.28\|21.65\|23.20\|21.09\|1869564;2026-08-10\|23.48\|2.04\|23.50\|24.50\|22.82\|1663870;2026-08-11\|23.25\|-0.98\|22.98\|24.08\|22.50\|1170952;2026-08-12\|24.24\|4.26\|23.44\|24.66\|23.17\|1024500;2026-08-13\|24.21\|-0.12\|24.57\|26.14\|24.00\|1497464;2026-08-14\|24.98\|3.18\|24.21\|25.60\|23.50\|1304679;2026-08-17\|27.48\|10.01\|25.11\|27.48\|24.80\|1145016;2026-08-18\|29.39\|6.95\|27.30\|29.87\|27.20\|2074701;2026-08-19\|26.65\|-9.32\|27.50\|28.54\|26.45\|1773990;2026-08-20\|27.89\|4.65\|27.26\|28.49\|26.20\|1391037;2026-08-21\|27.27\|-2.22\|27.84\|28.47\|26.86\|1083813;2026-08-24\|26.07\|-4.40\|27.27\|27.55\|25.39\|1094382;2026-08-25\|27.41\|5.14\|25.48\|28.68\|25.42\|1794574;2026-08-26\|26.50\|-3.32\|26.88\|27.59\|25.80\|1303084;2026-08-27\|29.15\|10.00\|27.03\|29.15\|26.80\|1309900;2026-08-28\|28.94\|-0.72\|29.80\|30.23\|28.56\|1586123;2026-08-31\|28.42\|-1.80\|28.20\|29.22\|27.92\|972142;2026-09-01\|26.98\|-5.07\|28.41\|28.41\|26.98\|767811;2026-09-02\|26.46\|-1.93\|26.38\|27.12\|26.15\|682007;2026-09-03\|27.44\|3.70\|26.99\|27.85\|25.70\|1034051;2026-09-04\|26.26\|-4.30\|27.45\|28.25\|26.01\|900845;2026-09-07\|28.89\|10.02\|27.37\|28.89\|27.11\|783874;2026-09-08\|30.08\|4.12\|29.89\|31.00\|29.50\|1749373;2026-09-09\|29.36\|-2.39\|30.46\|31.00\|29.29\|1113811;2026-09-10\|28.34\|-3.47\|29.20\|29.35\|28.24\|752267;2026-09-11\|27.48\|-3.03\|27.70\|28.79\|26.48\|864787;2026-09-14\|30.23\|10.01\|27.00\|30.23\|26.30\|809668;2026-09-15\|29.03\|-3.97\|30.00\|30.60\|29.00\|1237194;2026-09-16\|30.85\|6.27\|29.30\|30.94\|29.00\|1355524;2026-09-17\|29.66\|-3.86\|30.80\|30.95\|29.56\|1030630;2026-09-18\|29.37\|-0.98\|30.31\|30.36\|28.80\|949000;2026-09-21\|29.41\|0.14\|29.39\|30.36\|29.11\|851732;2026-09-22\|29.71\|1.02\|30.26\|30.50\|29.30\|1022907;2026-09-23\|29.98\|0.91\|29.50\|30.38\|29.33\|860844;2026-09-24\|28.60\|-4.60\|29.70\|29.88\|28.50\|810278;2026-09-28\|27.81\|-2.76\|28.28\|28.66\|27.23\|866122;2026-09-29\|27.84\|0.11\|27.40\|28.49\|27.38\|488497;2026-09-30\|26.90\|-3.38\|28.15\|28.25\|26.70\|508483;2026-10-08\|24.21\|-10.00\|26.91\|27.72\|24.21\|1003388;2026-10-09\|23.23\|-4.05\|23.85\|24.10\|22.22\|954805;2026-10-12\|22.30\|-4.00\|23.23\|23.23\|21.94\|600667;2026-10-13\|23.38\|4.84\|21.32\|23.84\|20.76\|863705;2026-10-14\|22.52\|-3.68\|23.20\|23.64\|22.50\|467833;2026-10-15\|23.12\|2.66\|21.34\|23.73\|21.30\|885577;2026-10-16\|22.16\|-4.15\|23.95\|23.95\|21.88\|675745;2026-10-19\|21.69\|-2.12\|22.00\|22.78\|21.10\|522853;2026-10-20\|21.97\|1.29\|21.60\|22.55\|21.21\|458178;2026-10-21\|23.21\|5.64\|22.42\|23.68\|22.03\|721410;2026-10-22\|21.87\|-5.77\|23.36\|23.39\|21.70\|601153;2026-10-23\|22.24\|1.69\|21.18\|22.40\|20.08\|673938;2026-10-26\|21.19\|-4.72\|22.00\|22.30\|21.05\|468152;2026-10-27\|20.81\|-1.79\|21.70\|21.89\|20.80\|518250;2026-10-28\|21.07\|1.25\|21.31\|21.58\|20.51\|530747;2026-10-29\|19.30\|-8.40\|20.80\|21.06\|19.28\|606894;2026-10-30\|18.09\|-6.27\|18.66\|19.45\|17.92\|635509;2026-11-02\|17.49\|-3.32\|18.35\|18.48\|17.07\|964558;2026-11-03\|15.75\|-9.95\|17.49\|17.50\|15.74\|1120959;2026-11-04\|16.81\|6.73\|15.95\|16.96\|14.74\|1311300;2026-11-05\|17.14\|1.96\|16.14\|17.97\|16.10\|1093034;2026-11-06\|16.02\|-6.53\|15.88\|16.52\|15.50\|789648
127998		可控核聚变+钽铌制品+半导体靶材行业原因：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、据证券时报网2026年6月29日报道，我国聚变堆关键超导磁体研发获新突破，环向场超导磁体等完成研制验收；据公告，公司参股的西北稀有金属材料研究院参与了“国际热核聚变实验反应堆ITER计划”，研制的热压ITER铍材已通过认证。 2、据2026年6月23日投资者关系管理信息，公司主要从事稀有金属钽铌及其合金的研发、生产和销售，拥有从湿法冶炼到制品加工的全产业链，主营产品为钽粉、钽丝、钽制品及铌制品四大类，应用于电子信息、高端装备等领域。 3、据2026年5月19日业绩说明会，公司持续加大半导体靶材等核心赛道的技术研发力度，产品应用于半导体芯片等领域；据2025年年度报告，公司将加大半导体等领域的市场开发力度。	1、国内最大的钽、铌产品生产基地；AI服务器对钽电容需求的爆发式增长，25H2至今全球钽电容龙头Kemet已经宣布了三次涨价，公司电容器级钽粉全球市占率25%，电容器用钽丝全球市占率50%+，4月以来公司已针对下游钽电容客户涨价50%+，涨价已经逐渐传递至公司端； 2、公司涂层材料已配套商业航天火箭喷管，超导铌材及铌超导腔用于可控核聚变等国家大科学装置	2026-06-29\|93.88\|7.87\|88.99\|95.73\|88.99\|500238;2026-06-30\|90.60\|-3.49\|91.00\|96.24\|89.00\|446872;2026-07-01\|86.31\|-4.74\|91.50\|95.50\|83.45\|479824;2026-07-02\|82.88\|-3.97\|82.60\|91.49\|79.90\|401172;2026-07-03\|75.56\|-8.83\|82.00\|82.84\|75.30\|398388;2026-07-06\|68.00\|-10.01\|76.69\|78.18\|68.00\|334009;2026-07-07\|63.66\|-6.38\|66.11\|67.79\|63.16\|328587;2026-07-08\|63.04\|-0.97\|64.02\|66.70\|61.79\|295263;2026-07-09\|65.30\|3.58\|64.00\|65.50\|59.03\|363057;2026-07-10\|65.02\|-0.43\|65.30\|68.88\|64.44\|377220;2026-07-13\|58.76\|-9.63\|64.92\|65.01\|58.58\|306095;2026-07-14\|64.00\|8.92\|59.93\|64.14\|58.25\|310289;2026-07-15\|59.68\|-6.75\|65.14\|65.45\|59.21\|233515;2026-07-16\|55.77\|-6.55\|58.49\|60.13\|55.23\|192620;2026-07-17\|51.63\|-7.42\|55.77\|56.26\|51.45\|230279;2026-07-20\|47.80\|-7.42\|52.67\|55.00\|46.47\|293930;2026-07-21\|50.98\|6.65\|48.77\|51.60\|43.31\|324143;2026-07-22\|50.10\|-1.73\|50.50\|52.80\|49.60\|271397;2026-07-23\|51.25\|2.30\|51.00\|53.47\|49.85\|235729;2026-07-24\|48.38\|-5.60\|50.33\|50.60\|48.00\|157676;2026-07-27\|51.08\|5.58\|48.36\|51.18\|46.92\|184811;2026-07-28\|46.02\|-9.91\|49.80\|51.06\|45.97\|208534;2026-07-29\|45.31\|-1.54\|45.46\|46.70\|43.72\|237750;2026-07-30\|41.05\|-9.40\|44.91\|45.85\|40.78\|254032;2026-07-31\|43.88\|6.89\|44.00\|45.16\|43.38\|315814;2026-08-03\|42.67\|-2.76\|43.94\|44.50\|42.20\|253135;2026-08-04\|46.94\|10.01\|42.99\|46.94\|42.38\|203545;2026-08-05\|51.63\|9.99\|47.10\|51.63\|47.00\|247977;2026-08-06\|53.86\|4.32\|53.40\|55.70\|51.85\|511397;2026-08-07\|55.18\|2.45\|53.84\|55.40\|51.79\|475442;2026-08-10\|57.45\|4.11\|56.69\|58.48\|54.55\|503373;2026-08-11\|54.79\|-4.63\|56.00\|57.59\|54.05\|420976;2026-08-12\|55.00\|0.38\|55.00\|55.80\|53.63\|305402;2026-08-13\|52.96\|-3.71\|55.48\|55.90\|52.90\|283612;2026-08-14\|55.37\|4.55\|54.68\|56.39\|53.76\|356010;2026-08-17\|57.56\|3.96\|57.00\|57.80\|55.00\|356990;2026-08-18\|56.36\|-2.08\|58.36\|59.27\|55.68\|319725;2026-08-19\|50.95\|-9.60\|54.34\|54.71\|50.79\|311646;2026-08-20\|51.80\|1.67\|52.85\|53.45\|51.06\|232438;2026-08-21\|53.01\|2.34\|51.84\|53.19\|50.96\|194054;2026-08-24\|51.40\|-3.04\|53.86\|53.98\|49.90\|198309;2026-08-25\|51.99\|1.15\|50.01\|54.04\|50.01\|256824;2026-08-26\|52.32\|0.63\|52.00\|53.45\|51.44\|208438;2026-08-27\|57.55\|10.00\|52.32\|57.55\|52.15\|348510;2026-08-28\|57.72\|0.30\|59.80\|59.80\|57.20\|395124;2026-08-31\|56.79\|-1.61\|56.25\|57.19\|54.84\|250527;2026-09-01\|54.55\|-3.94\|57.18\|57.18\|54.30\|184875;2026-09-02\|53.52\|-1.89\|53.49\|54.50\|52.63\|127174;2026-09-03\|55.04\|2.84\|54.15\|55.50\|52.76\|218409;2026-09-04\|51.42\|-6.58\|55.30\|55.80\|51.00\|273628;2026-09-07\|53.70\|4.43\|51.70\|54.67\|50.88\|216623;2026-09-08\|53.24\|-0.86\|53.71\|54.98\|53.03\|134658;2026-09-09\|52.77\|-0.88\|53.63\|54.58\|52.13\|135924;2026-09-10\|51.14\|-3.09\|52.01\|52.47\|51.04\|121560;2026-09-11\|49.59\|-3.03\|49.62\|50.09\|47.57\|183760;2026-09-14\|54.55\|10.00\|49.01\|54.55\|48.11\|292282;2026-09-15\|57.20\|4.86\|55.26\|57.60\|54.94\|393976;2026-09-16\|59.27\|3.62\|57.22\|59.40\|56.00\|277174;2026-09-17\|57.95\|-2.23\|59.20\|59.95\|57.85\|221710;2026-09-18\|60.00\|3.54\|58.70\|61.10\|57.42\|265471;2026-09-21\|62.91\|4.85\|60.50\|63.20\|60.38\|256170;2026-09-22\|60.53\|-3.78\|63.00\|63.35\|60.27\|234753;2026-09-23\|61.04\|0.84\|60.94\|61.16\|59.00\|140247;2026-09-24\|58.52\|-4.13\|60.70\|61.04\|58.32\|136133;2026-09-28\|55.52\|-5.13\|58.50\|58.73\|54.60\|178060;2026-09-29\|55.45\|-0.13\|55.44\|56.05\|54.68\|103438;2026-09-30\|54.27\|-2.13\|55.67\|56.56\|54.05\|97320;2026-10-08\|55.11\|1.55\|54.85\|57.00\|54.40\|146109;2026-10-09\|52.55\|-4.65\|54.02\|54.60\|50.07\|227179;2026-10-12\|48.65\|-7.42\|53.19\|53.19\|48.51\|175363;2026-10-13\|48.80\|0.31\|46.70\|49.35\|46.05\|142303;2026-10-14\|47.32\|-3.03\|48.25\|49.61\|47.30\|96882;2026-10-15\|44.33\|-6.32\|45.57\|46.00\|43.60\|185670;2026-10-16\|44.31\|-0.05\|45.11\|45.50\|43.90\|111674;2026-10-19\|42.85\|-3.29\|44.01\|44.46\|41.60\|165355;2026-10-20\|42.95\|0.23\|42.59\|44.67\|42.21\|158812;2026-10-21\|42.45\|-1.16\|43.58\|43.94\|42.28\|121043;2026-10-22\|41.00\|-3.42\|42.88\|43.49\|40.85\|162495;2026-10-23\|41.09\|0.22\|39.75\|41.25\|37.91\|199964;2026-10-26\|40.70\|-0.95\|41.77\|42.86\|40.34\|182072;2026-10-27\|39.27\|-3.51\|41.25\|41.55\|39.20\|120113;2026-10-28\|40.33\|2.70\|39.64\|40.96\|39.27\|126993;2026-10-29\|38.70\|-4.04\|40.04\|40.65\|38.70\|109136;2026-10-30\|36.34\|-6.10\|37.54\|38.92\|36.30\|149391;2026-11-02\|36.90\|1.54\|36.80\|37.36\|36.00\|151184;2026-11-03\|35.23\|-4.53\|36.87\|37.47\|35.01\|149580;2026-11-04\|38.75\|9.99\|35.38\|38.75\|34.71\|197186;2026-11-05\|40.17\|3.66\|39.13\|41.50\|38.85\|266107;2026-11-06\|38.98\|-2.96\|38.33\|39.99\|38.01\|166079
127997	多家券商上半年业绩大增	期货经纪+境外清算+中报增长 1、据2026年8月18日半年度报告及2026年8月18日半年度报告，公司已取得全球20个主流交易所会员、15个清算会员资格，境外经纪业务客户权益总规模335.60亿港币。 2、据2026年8月19日中期业绩公告，公司提供全品种、全链条期货经纪服务，风险管理业务覆盖基差贸易、场外衍生品和做市业务。 3、据2026年8月18日半年度报告，公司上半年实现营业收入8.79亿元，同比增长48.18%；归母净利润3.88亿元，同比增长67.91%。	国内最有竞争力的期货公司之一	2026-06-29\|18.34\|-0.86\|18.50\|18.83\|18.23\|146084;2026-06-30\|18.15\|-1.04\|18.38\|18.52\|18.09\|112843;2026-07-01\|19.30\|6.34\|18.16\|19.73\|17.92\|186575;2026-07-02\|18.40\|-4.66\|19.16\|19.58\|18.35\|133804;2026-07-03\|18.70\|1.63\|18.65\|18.91\|18.50\|107161;2026-07-06\|18.41\|-1.55\|18.80\|18.92\|18.31\|88157;2026-07-07\|17.43\|-5.32\|18.44\|18.50\|17.35\|107836;2026-07-08\|17.20\|-1.32\|17.78\|17.88\|17.13\|106016;2026-07-09\|17.06\|-0.81\|17.18\|17.31\|16.50\|106078;2026-07-10\|17.04\|-0.12\|16.96\|17.37\|16.70\|87043;2026-07-13\|16.72\|-1.88\|17.00\|17.20\|16.62\|101497;2026-07-14\|16.79\|0.42\|16.66\|16.81\|16.44\|77546;2026-07-15\|17.05\|1.55\|16.80\|17.14\|16.70\|91831;2026-07-16\|16.93\|-0.70\|16.88\|17.05\|16.62\|85457;2026-07-17\|16.58\|-2.07\|16.91\|17.07\|16.50\|102142;2026-07-20\|16.46\|-0.72\|16.71\|16.97\|15.97\|110330;2026-07-21\|16.81\|2.13\|16.38\|16.82\|16.35\|94237;2026-07-22\|16.54\|-1.61\|16.66\|16.86\|16.45\|75278;2026-07-23\|17.12\|3.51\|16.50\|17.13\|16.46\|88715;2026-07-24\|16.39\|-4.26\|16.90\|17.00\|16.36\|76673;2026-07-27\|16.69\|1.83\|16.30\|16.70\|16.20\|58498;2026-07-28\|16.59\|-0.60\|16.53\|16.80\|16.45\|50403;2026-07-29\|17.27\|4.10\|16.60\|17.44\|16.57\|108338;2026-07-30\|17.52\|1.45\|17.21\|17.69\|17.14\|94258;2026-07-31\|17.42\|-0.57\|17.50\|17.69\|17.37\|97818;2026-08-03\|17.87\|2.58\|17.35\|17.98\|17.30\|104594;2026-08-04\|17.81\|-0.34\|17.80\|18.04\|17.68\|79911;2026-08-05\|18.19\|2.13\|17.80\|18.28\|17.73\|119575;2026-08-06\|18.03\|-0.88\|18.11\|18.44\|17.82\|106584;2026-08-07\|18.05\|0.11\|18.02\|18.15\|17.69\|96497;2026-08-10\|12.50\|0.48\|12.41\|12.58\|12.32\|115284;2026-08-11\|12.18\|-2.56\|12.50\|12.51\|12.16\|106550;2026-08-12\|12.53\|2.87\|12.70\|13.00\|12.27\|196538;2026-08-13\|12.20\|-2.63\|12.52\|12.78\|12.19\|179727;2026-08-14\|11.89\|-2.54\|12.32\|12.34\|11.79\|138704;2026-08-17\|12.21\|2.69\|11.88\|12.23\|11.75\|121667;2026-08-18\|11.80\|-3.36\|12.10\|12.12\|11.68\|135757;2026-08-19\|11.22\|-4.92\|11.68\|11.77\|11.21\|124936;2026-08-20\|11.27\|0.45\|11.30\|11.38\|11.14\|90967;2026-08-21\|11.30\|0.27\|11.22\|11.42\|11.06\|91501;2026-08-24\|11.31\|0.09\|11.29\|11.50\|11.22\|110864;2026-08-25\|11.55\|2.12\|11.33\|11.60\|11.29\|137220;2026-08-26\|12.29\|6.41\|11.53\|12.71\|11.44\|503490;2026-08-27\|13.52\|10.01\|12.16\|13.52\|12.09\|591202;2026-08-28\|13.22\|-2.22\|13.52\|13.76\|13.20\|457258;2026-08-31\|13.27\|0.38\|13.01\|13.41\|12.81\|329206;2026-09-01\|13.87\|4.52\|13.20\|14.31\|13.05\|390765;2026-09-02\|13.53\|-2.45\|13.76\|13.97\|13.30\|217152;2026-09-03\|13.24\|-2.14\|13.53\|13.64\|13.20\|190411;2026-09-04\|13.49\|1.89\|13.33\|13.82\|13.33\|237505;2026-09-07\|13.14\|-2.59\|13.42\|13.78\|13.11\|169064;2026-09-08\|13.29\|1.14\|13.23\|13.58\|13.09\|174032;2026-09-09\|13.33\|0.30\|13.21\|13.41\|13.03\|129394;2026-09-10\|13.57\|1.80\|13.47\|14.23\|13.39\|369037;2026-09-11\|12.42\|-8.47\|13.44\|13.50\|12.42\|316187;2026-09-14\|12.02\|-3.22\|12.33\|12.51\|11.96\|191402;2026-09-15\|12.13\|0.92\|12.09\|12.35\|11.99\|127496;2026-09-16\|12.61\|3.96\|12.20\|12.78\|12.01\|247943;2026-09-17\|12.64\|0.24\|12.45\|12.94\|12.39\|193693;2026-09-18\|12.72\|0.63\|12.66\|12.94\|12.50\|135963;2026-09-21\|13.99\|9.98\|12.72\|13.99\|12.58\|270090;2026-09-22\|13.76\|-1.64\|13.86\|13.89\|13.49\|299329;2026-09-23\|13.60\|-1.16\|13.88\|13.92\|13.50\|131014;2026-09-24\|13.40\|-1.47\|13.50\|14.00\|13.27\|262020;2026-09-28\|13.40\|0.00\|13.41\|13.83\|13.24\|225076;2026-09-29\|13.31\|-0.67\|13.20\|13.70\|13.20\|172623;2026-09-30\|13.16\|-1.13\|13.58\|13.80\|13.11\|148707;2026-10-08\|13.09\|-0.53\|13.13\|13.53\|12.95\|120498;2026-10-09\|13.52\|3.29\|13.07\|13.67\|12.73\|223231;2026-10-12\|13.15\|-2.74\|13.47\|13.47\|13.08\|117405;2026-10-13\|13.58\|3.27\|13.01\|13.91\|12.95\|282473;2026-10-14\|13.02\|-4.12\|13.45\|13.66\|12.92\|180811;2026-10-15\|12.73\|-2.23\|12.70\|13.03\|12.62\|165461;2026-10-16\|12.90\|1.34\|12.79\|13.25\|12.72\|197190;2026-10-19\|12.88\|-0.15\|12.78\|12.96\|12.44\|131152;2026-10-20\|13.21\|2.56\|12.80\|13.38\|12.65\|163499;2026-10-21\|13.39\|1.36\|13.25\|13.70\|13.20\|172072;2026-10-22\|12.80\|-4.41\|13.35\|13.45\|12.80\|138618;2026-10-23\|13.14\|2.66\|12.61\|13.28\|12.20\|200602;2026-10-26\|12.94\|-1.52\|13.01\|13.30\|12.92\|138430;2026-10-27\|13.06\|0.93\|13.19\|13.49\|12.75\|204524;2026-10-28\|13.13\|0.54\|13.10\|13.55\|12.81\|238401;2026-10-29\|12.91\|-1.68\|13.06\|13.22\|12.79\|134927;2026-10-30\|12.40\|-3.95\|12.75\|13.19\|12.39\|166846;2026-11-02\|13.20\|6.45\|12.56\|13.38\|12.29\|230326;2026-11-03\|13.24\|0.30\|13.01\|13.63\|13.00\|147473;2026-11-04\|13.42\|1.36\|13.14\|13.55\|12.75\|175732;2026-11-05\|13.34\|-0.60\|13.30\|13.58\|13.17\|158695;2026-11-06\|12.87\|-3.52\|12.84\|13.10\|12.70\|116123
127996	磷化铟基板与磊晶严重供不应求	减持终止+铋材料+离子注入机行业原因： AI算力需求扩张，受益于细分材料（如硅片、电子特气、光刻胶、高纯二氧化碳等）的涨价预期，材料板块业绩有望改善明显，部分细分领域（如硅片）呈现量价齐升态势。公司原因： 1、据2026年6月11日公告，股东三林万业决定提前终止原计划至6月16日的减持计划，自3月17日至6月9日期间实际减持占总股本0.96%，剩余股份不再减持。 2、据2025年年报及2026年5月19日业绩说明会，公司铋材料业务2025年实现销售收入13.20亿元，占整体营收71.27%，为第一引擎；广东清远与安徽五河基地稳定生产，湖北荆州与浙江衢州基地新产能试产投产。 3、据2025年年报及2026年5月19日业绩说明会，旗下凯世通2025年交付超15台12英寸离子注入机创历史新高，全年获4家客户订单；面向先进逻辑与存储工艺的Hyperion新品已交付国内头部客户验证且进展良好。	公司大股东先导科技集团自有镓、锗、铟等稀散金属（产量全球领先），能够提供电子材料（如掺杂材料、前驱体、电子特气）以及工艺测试等多方面支持，为公司零部件产品研发及国产化验证提供保障	2026-06-29\|36.24\|-5.28\|37.82\|38.65\|34.62\|1020827;2026-06-30\|39.86\|9.99\|36.96\|39.86\|36.33\|761918;2026-07-01\|43.85\|10.01\|41.17\|43.85\|40.59\|1265872;2026-07-02\|48.24\|10.01\|48.24\|48.24\|44.98\|686965;2026-07-03\|47.51\|-1.51\|47.76\|50.99\|47.00\|1804534;2026-07-06\|43.44\|-8.57\|46.36\|48.36\|42.76\|1478709;2026-07-07\|44.35\|2.09\|42.98\|45.88\|42.10\|927804;2026-07-08\|41.58\|-6.25\|44.08\|44.82\|39.92\|939796;2026-07-09\|43.24\|3.99\|42.10\|43.39\|40.84\|816986;2026-07-10\|42.70\|-1.25\|41.56\|46.48\|41.39\|938657;2026-07-13\|39.38\|-7.78\|41.10\|43.30\|38.84\|828338;2026-07-14\|40.14\|1.93\|40.00\|40.97\|38.38\|666790;2026-07-15\|39.70\|-1.10\|40.60\|41.55\|38.50\|638040;2026-07-16\|35.73\|-10.00\|38.00\|39.18\|35.73\|692618;2026-07-17\|32.16\|-9.99\|34.27\|35.60\|32.16\|881113;2026-07-20\|28.94\|-10.01\|32.98\|32.98\|28.94\|622215;2026-07-21\|31.83\|9.99\|28.30\|31.83\|26.05\|1219735;2026-07-22\|31.31\|-1.63\|31.00\|33.15\|30.86\|740050;2026-07-23\|29.93\|-4.41\|31.94\|31.95\|29.52\|549826;2026-07-24\|30.52\|1.97\|29.93\|32.11\|28.98\|648817;2026-07-27\|30.52\|0.00\|30.53\|31.43\|28.90\|617247;2026-07-28\|28.73\|-5.87\|30.00\|31.36\|28.31\|567160;2026-07-29\|27.55\|-4.11\|28.57\|28.97\|25.89\|764049;2026-07-30\|24.80\|-9.98\|27.50\|27.65\|24.80\|592159;2026-07-31\|26.01\|4.88\|26.80\|27.28\|25.73\|883573;2026-08-03\|23.41\|-10.00\|25.30\|25.55\|23.41\|814995;2026-08-04\|24.41\|4.27\|23.00\|24.68\|22.35\|939320;2026-08-05\|26.58\|8.89\|24.50\|26.85\|24.26\|940643;2026-08-06\|28.44\|7.00\|26.20\|28.48\|26.01\|913013;2026-08-07\|31.28\|9.99\|28.44\|31.28\|28.10\|798330;2026-08-10\|34.41\|10.01\|33.40\|34.41\|33.00\|290152;2026-08-11\|32.47\|-5.64\|33.73\|35.80\|32.09\|1504645;2026-08-12\|35.72\|10.01\|32.52\|35.72\|31.91\|751006;2026-08-13\|34.02\|-4.76\|37.78\|38.00\|34.00\|1221929;2026-08-14\|34.20\|0.53\|34.89\|35.20\|33.47\|782079;2026-08-17\|36.06\|5.44\|34.56\|36.06\|34.56\|855487;2026-08-18\|35.80\|-0.72\|36.78\|37.18\|35.03\|814212;2026-08-19\|33.15\|-7.40\|33.95\|36.65\|32.81\|885395;2026-08-20\|32.84\|-0.94\|33.97\|33.97\|32.35\|547360;2026-08-21\|32.55\|-0.88\|32.84\|33.96\|32.10\|543280;2026-08-24\|32.17\|-1.17\|32.44\|32.77\|31.13\|630501;2026-08-25\|31.46\|-2.21\|31.21\|31.88\|29.70\|591107;2026-08-26\|30.91\|-1.75\|31.36\|31.88\|30.36\|413450;2026-08-27\|34.00\|10.00\|31.05\|34.00\|30.92\|599921;2026-08-28\|34.80\|2.35\|35.00\|37.31\|34.70\|1123009;2026-08-31\|34.73\|-0.20\|34.45\|35.18\|34.03\|610134;2026-09-01\|33.15\|-4.55\|34.75\|34.86\|32.70\|593182;2026-09-02\|32.04\|-3.35\|32.11\|32.58\|31.85\|425445;2026-09-03\|31.49\|-1.72\|32.33\|32.45\|31.02\|402798;2026-09-04\|29.64\|-5.87\|31.85\|32.06\|29.33\|521382;2026-09-07\|31.07\|4.82\|30.00\|31.42\|29.70\|481106;2026-09-08\|30.35\|-2.32\|31.11\|31.74\|30.15\|473809;2026-09-09\|30.51\|0.53\|31.12\|31.65\|30.26\|439803;2026-09-10\|30.05\|-1.51\|30.00\|30.60\|29.82\|279070;2026-09-11\|29.31\|-2.46\|29.50\|29.94\|28.10\|394734;2026-09-14\|31.90\|8.84\|28.89\|32.10\|28.22\|697275;2026-09-15\|31.32\|-1.82\|31.90\|32.07\|30.93\|431676;2026-09-16\|33.45\|6.80\|31.32\|34.10\|31.15\|689283;2026-09-17\|36.80\|10.01\|33.10\|36.80\|32.90\|847724;2026-09-18\|37.30\|1.36\|37.64\|38.25\|36.62\|1074015;2026-09-21\|39.76\|6.60\|38.00\|39.86\|37.86\|854383;2026-09-22\|43.74\|10.01\|42.51\|43.74\|42.51\|585751;2026-09-23\|47.80\|9.28\|44.50\|48.11\|43.74\|1684345;2026-09-24\|51.56\|7.87\|47.99\|52.58\|47.68\|1554864;2026-09-28\|49.21\|-4.56\|51.61\|52.08\|47.74\|1277475;2026-09-29\|48.76\|-0.91\|49.21\|49.72\|48.27\|574199;2026-09-30\|48.57\|-0.39\|50.00\|51.99\|48.45\|787960;2026-10-08\|45.32\|-6.69\|49.13\|50.32\|44.77\|811457;2026-10-09\|44.66\|-1.46\|44.20\|45.87\|41.45\|732774;2026-10-12\|43.54\|-2.51\|44.00\|44.88\|42.29\|568800;2026-10-13\|45.33\|4.11\|41.61\|46.58\|41.48\|745924;2026-10-14\|44.16\|-2.58\|45.63\|46.75\|43.86\|542801;2026-10-15\|40.59\|-8.08\|42.08\|43.49\|40.09\|668167;2026-10-16\|40.30\|-0.71\|42.39\|42.86\|39.80\|423511;2026-10-19\|39.09\|-3.00\|39.00\|40.30\|36.60\|547968;2026-10-20\|38.16\|-2.38\|38.80\|39.54\|37.70\|510495;2026-10-21\|39.10\|2.46\|39.08\|41.10\|38.68\|629539;2026-10-22\|35.66\|-8.80\|39.86\|39.89\|35.64\|622516;2026-10-23\|35.50\|-0.45\|34.32\|35.96\|32.20\|781926;2026-10-26\|34.04\|-4.11\|34.97\|35.27\|33.28\|496716;2026-10-27\|34.25\|0.62\|34.95\|36.73\|34.25\|777092;2026-10-28\|35.20\|2.77\|35.03\|35.56\|33.00\|810209;2026-10-29\|31.68\|-10.00\|34.60\|35.20\|31.68\|676710;2026-10-30\|28.73\|-9.31\|30.01\|31.20\|28.51\|792514;2026-11-02\|28.47\|-0.91\|29.27\|29.60\|27.60\|680399;2026-11-03\|25.64\|-9.94\|27.87\|27.90\|25.62\|666555;2026-11-04\|28.20\|9.98\|26.32\|28.20\|26.07\|656003;2026-11-05\|31.02\|10.00\|29.50\|31.02\|29.20\|215874;2026-11-06\|31.40\|1.23\|30.98\|33.41\|29.65\|1672959
127995	莫德纳&默沙东宣布全球首个mRNA癌症疫苗三期成功	业绩增长+女性健康+创新药 1、据2026年8月26日半年度报告，公司聚焦医药工业核心主线，报告期营收19.18亿元，同比增长5.52%，归母净利润1.81亿元，同比增长41.59%，医药工业营收10.93亿元，同比增长8.7%。 2、据上证报2026年8月26日报道，公司在研项目117个，活血消异颗粒进入Ⅱ期临床，桃红四物汤颗粒完成注册申报，地屈孕酮片实现量产。 3、8月11-16日，第十九届CPEO西普会于海南博鳌隆重举办。大会颁奖盛典上，中康产业研究院重磅发布《2026健康中国品牌榜》。榜单围绕产品价值、市场价值、盈利预期、用户赞誉四大维度开展全方位综合考评筛选。千金药业凭借稳定市场表现与消费者信赖，再度斩获妇产科用药西普金奖，连续十五载跻身这份医药行业权威榜单，彰显品牌硬核实力。 4、据2026年8月26日半年度报告，公司持续推进数智化建设，B端平台建设进度提升至57.4%，C端商城、门店、会员、团长小程序正式上线。	妇科中药龙头；公司的西药抗病毒类药品主要有拉米夫定片和利巴韦林颗粒等	2026-06-29\|9.69\|2.76\|9.37\|9.74\|9.29\|67910;2026-06-30\|9.30\|-0.11\|9.40\|9.41\|9.20\|41524;2026-07-01\|9.47\|1.83\|9.29\|9.51\|9.20\|41957;2026-07-02\|9.61\|1.48\|9.41\|9.66\|9.40\|48417;2026-07-03\|9.61\|0.00\|9.61\|9.70\|9.53\|37602;2026-07-06\|9.71\|1.04\|9.60\|9.76\|9.54\|47168;2026-07-07\|9.49\|-2.27\|9.64\|9.69\|9.43\|37713;2026-07-08\|9.55\|0.63\|9.52\|9.63\|9.39\|36065;2026-07-09\|9.45\|-1.05\|9.56\|9.60\|9.36\|31249;2026-07-10\|9.55\|1.06\|9.43\|9.59\|9.35\|44137;2026-07-13\|9.66\|1.15\|9.53\|9.79\|9.51\|65556;2026-07-14\|9.83\|1.76\|9.61\|9.84\|9.49\|82884;2026-07-15\|10.04\|2.14\|9.74\|10.08\|9.72\|102265;2026-07-16\|10.14\|1.00\|9.95\|10.19\|9.90\|103610;2026-07-17\|9.88\|-2.56\|10.05\|10.25\|9.81\|106047;2026-07-20\|9.94\|0.61\|9.82\|9.99\|9.77\|95211;2026-07-21\|9.72\|-2.21\|9.89\|9.94\|9.63\|90386;2026-07-22\|9.63\|-0.93\|9.72\|9.79\|9.54\|73455;2026-07-23\|9.64\|0.10\|9.56\|9.66\|9.51\|57302;2026-07-24\|9.35\|-3.01\|9.63\|9.63\|9.33\|57598;2026-07-27\|9.53\|1.93\|9.34\|9.56\|9.28\|39969;2026-07-28\|9.57\|0.42\|9.46\|9.64\|9.46\|33451;2026-07-29\|9.63\|0.63\|9.58\|9.74\|9.58\|52242;2026-07-30\|9.68\|0.52\|9.60\|9.75\|9.56\|52752;2026-07-31\|9.78\|1.03\|9.65\|9.78\|9.61\|47495;2026-08-03\|9.86\|0.82\|9.75\|9.91\|9.75\|42589;2026-08-04\|9.80\|-0.61\|9.89\|9.94\|9.77\|41556;2026-08-05\|9.73\|-0.71\|9.80\|9.80\|9.66\|51110;2026-08-06\|9.71\|-0.21\|9.74\|9.76\|9.65\|39625;2026-08-07\|9.85\|1.44\|9.73\|9.85\|9.66\|56984;2026-08-10\|9.91\|0.61\|9.90\|9.98\|9.85\|60401;2026-08-11\|9.90\|-0.10\|9.91\|10.03\|9.86\|56094;2026-08-12\|9.93\|0.30\|9.88\|9.99\|9.83\|43482;2026-08-13\|9.99\|0.60\|9.87\|10.06\|9.76\|81640;2026-08-14\|10.00\|0.10\|9.93\|10.10\|9.84\|75108;2026-08-17\|9.98\|-0.20\|9.97\|10.06\|9.76\|66547;2026-08-18\|9.91\|-0.70\|9.98\|10.03\|9.89\|40777;2026-08-19\|9.89\|-0.20\|9.87\|10.02\|9.81\|55554;2026-08-20\|10.07\|1.82\|9.94\|10.13\|9.92\|89485;2026-08-21\|9.76\|-3.08\|10.00\|10.02\|9.71\|82682;2026-08-24\|9.80\|0.41\|9.76\|9.81\|9.67\|40933;2026-08-25\|10.02\|2.24\|9.78\|10.03\|9.76\|72097;2026-08-26\|11.02\|9.98\|10.98\|11.02\|10.98\|222913;2026-08-27\|12.12\|9.98\|12.00\|12.12\|11.60\|1080767;2026-08-28\|13.33\|9.98\|11.80\|13.33\|11.80\|1072038;2026-08-31\|12.15\|-8.85\|12.80\|13.40\|12.00\|1091227;2026-09-01\|13.37\|10.04\|12.04\|13.37\|11.58\|1089107;2026-09-02\|12.96\|-3.07\|13.24\|14.71\|12.90\|1333627;2026-09-03\|14.26\|10.03\|12.84\|14.26\|12.24\|1241872;2026-09-04\|13.15\|-7.78\|13.61\|13.92\|12.83\|1032054;2026-09-07\|13.86\|5.40\|12.90\|14.46\|12.71\|1083529;2026-09-08\|14.81\|6.85\|13.95\|15.25\|13.19\|1323216;2026-09-09\|14.12\|-4.66\|13.90\|14.75\|13.67\|1014939;2026-09-10\|12.71\|-9.99\|13.80\|13.96\|12.71\|857526;2026-09-11\|11.44\|-9.99\|12.18\|12.35\|11.44\|674550;2026-09-14\|11.90\|4.02\|11.28\|12.33\|11.28\|628762;2026-09-15\|11.40\|-4.20\|11.90\|12.10\|11.38\|530251;2026-09-16\|11.33\|-0.61\|11.31\|11.68\|11.23\|414416;2026-09-17\|11.48\|1.32\|11.26\|11.85\|11.22\|480800;2026-09-18\|11.62\|1.22\|11.48\|11.80\|11.38\|482927;2026-09-21\|12.34\|6.20\|11.69\|12.44\|11.60\|699069;2026-09-22\|13.57\|9.97\|12.13\|13.57\|12.06\|989817;2026-09-23\|13.19\|-2.80\|13.09\|14.52\|12.80\|1113831;2026-09-24\|12.40\|-5.99\|13.00\|13.36\|12.38\|656305;2026-09-28\|12.17\|-1.85\|12.56\|12.67\|12.08\|391873;2026-09-29\|11.95\|-1.81\|12.08\|12.70\|11.95\|479309;2026-09-30\|12.40\|3.77\|11.95\|12.86\|11.87\|683363;2026-10-08\|12.13\|-2.18\|12.32\|12.59\|12.06\|379906;2026-10-09\|12.44\|2.56\|12.12\|12.48\|11.75\|484477;2026-10-12\|11.73\|-5.71\|12.31\|12.47\|11.73\|351381;2026-10-13\|11.81\|0.68\|11.59\|11.90\|11.42\|309598;2026-10-14\|11.59\|-1.86\|11.74\|11.81\|11.50\|208209;2026-10-15\|11.50\|-0.78\|11.36\|11.86\|11.33\|247486;2026-10-16\|11.30\|-1.74\|11.59\|12.12\|11.18\|321692;2026-10-19\|11.02\|-2.48\|11.29\|11.38\|10.85\|266325;2026-10-20\|11.04\|0.18\|11.02\|11.10\|10.87\|157113;2026-10-21\|11.06\|0.18\|11.11\|11.33\|11.03\|192229;2026-10-22\|10.73\|-2.98\|11.10\|11.15\|10.62\|208103;2026-10-23\|10.86\|1.21\|10.69\|10.88\|10.39\|216369;2026-10-26\|10.84\|-0.18\|10.76\|10.92\|10.61\|158631;2026-10-27\|10.46\|-1.88\|10.69\|10.79\|10.45\|139452;2026-10-28\|10.49\|0.29\|10.55\|10.63\|10.35\|174029;2026-10-29\|10.24\|-2.38\|10.49\|10.56\|10.23\|134889;2026-10-30\|10.44\|1.95\|10.22\|10.73\|10.06\|213484;2026-11-02\|10.70\|2.49\|10.39\|10.72\|10.25\|196300;2026-11-03\|10.78\|0.75\|10.65\|10.90\|10.56\|238572;2026-11-04\|10.80\|0.19\|10.74\|10.84\|10.52\|237755;2026-11-05\|10.87\|0.65\|10.76\|10.95\|10.75\|202509;2026-11-06\|10.66\|-1.93\|10.59\|10.87\|10.55\|128553
127994	多家券商上半年业绩大增	数字人民币+AI应用+数字政务 1、据2026年5月13日业绩说明会，公司深度融合大模型、AI数字人等技术，构建“硬件-软件-服务”产品体系，涵盖AI咨询问答数字人、场景智能体等，已在多地打造政务、人社领域标杆案例。 2、据2026年2月11日向特定对象发行A股股票预案，公司智能硬件在政务领域落地成果突出，如湖北政务垂类模型“小襄”覆盖304项高频事项咨询，宜昌智能服务窗口实现“上传材料即出证”。 3、据2026年5月13日业绩说明会，公司依托自有数币综合业务系统，大力推进智能合约场景应用，深度融入数字人民币生态建设。	国内较早从事数字人民币相关技术研究与产品开发的企业之一	2026-06-29\|10.48\|-2.51\|10.74\|10.75\|10.33\|87674;2026-06-30\|10.62\|1.34\|10.45\|10.74\|10.39\|71702;2026-07-01\|10.85\|2.17\|10.70\|11.05\|10.65\|99084;2026-07-02\|10.63\|-2.03\|10.85\|11.03\|10.60\|85097;2026-07-03\|10.80\|1.60\|10.74\|10.90\|10.60\|79686;2026-07-06\|10.49\|-2.87\|10.81\|10.93\|10.47\|69659;2026-07-07\|10.11\|-3.62\|10.40\|10.50\|10.06\|68031;2026-07-08\|10.28\|1.68\|10.21\|10.47\|10.03\|84779;2026-07-09\|10.23\|-0.49\|10.28\|10.38\|9.93\|84840;2026-07-10\|10.46\|2.25\|10.28\|10.78\|10.09\|127057;2026-07-13\|10.03\|-4.11\|10.46\|10.52\|9.98\|98894;2026-07-14\|10.01\|-0.20\|10.03\|10.08\|9.78\|76047;2026-07-15\|10.11\|1.00\|10.00\|10.26\|9.89\|58131;2026-07-16\|10.31\|1.98\|10.07\|10.50\|9.98\|97221;2026-07-17\|9.95\|-3.49\|10.25\|10.41\|9.82\|102814;2026-07-20\|10.01\|0.60\|10.01\|10.30\|9.82\|129874;2026-07-21\|10.36\|3.50\|10.01\|10.58\|9.91\|208502;2026-07-22\|10.25\|-1.06\|10.15\|10.35\|10.07\|125381;2026-07-23\|10.43\|1.76\|10.30\|10.43\|10.20\|125621;2026-07-24\|10.08\|-3.36\|10.36\|10.50\|10.08\|112807;2026-07-27\|10.50\|4.17\|10.07\|10.53\|10.00\|132863;2026-07-28\|10.73\|2.19\|10.41\|10.80\|10.37\|127341;2026-07-29\|10.81\|0.75\|10.90\|11.29\|10.66\|162777;2026-07-30\|10.94\|1.20\|10.77\|11.17\|10.72\|159630;2026-07-31\|11.13\|1.74\|10.90\|11.25\|10.86\|152106;2026-08-03\|11.22\|0.81\|11.16\|11.25\|11.00\|101008;2026-08-04\|11.24\|0.18\|11.29\|11.49\|11.21\|117857;2026-08-05\|11.33\|0.80\|11.24\|11.56\|11.16\|121833;2026-08-06\|12.46\|9.97\|11.28\|12.46\|11.23\|124084;2026-08-07\|13.10\|5.14\|12.85\|13.53\|12.13\|571480;2026-08-10\|12.57\|-4.05\|12.80\|12.89\|12.21\|331918;2026-08-11\|12.60\|0.24\|12.56\|13.09\|12.34\|334140;2026-08-12\|12.28\|-2.54\|12.50\|12.53\|12.20\|255953;2026-08-13\|11.99\|-2.36\|12.28\|12.42\|11.99\|232351;2026-08-14\|11.74\|-2.09\|11.95\|12.16\|11.64\|162540;2026-08-17\|11.78\|0.34\|11.73\|11.78\|11.52\|112243;2026-08-18\|11.53\|-2.12\|11.79\|11.82\|11.40\|119764;2026-08-19\|10.85\|-5.90\|11.38\|11.43\|10.84\|129332;2026-08-20\|11.63\|7.19\|11.02\|11.94\|10.91\|305042;2026-08-21\|12.79\|9.97\|12.48\|12.79\|12.48\|311536;2026-08-24\|14.07\|10.01\|12.79\|14.07\|12.52\|509525;2026-08-25\|15.48\|10.02\|15.21\|15.48\|13.82\|452915;2026-08-26\|17.03\|10.01\|15.48\|17.03\|14.86\|1087362;2026-08-27\|18.73\|9.98\|17.62\|18.73\|17.62\|948769;2026-08-28\|18.50\|-1.23\|19.05\|19.71\|17.80\|1298057;2026-08-31\|17.80\|-3.78\|18.13\|18.18\|16.65\|1058020;2026-09-01\|19.58\|10.00\|17.86\|19.58\|17.51\|939378;2026-09-02\|21.12\|7.87\|19.60\|21.54\|19.18\|1476890;2026-09-03\|19.20\|-9.09\|20.41\|22.37\|19.01\|1428266;2026-09-04\|21.12\|10.00\|20.86\|21.12\|20.86\|493369;2026-09-07\|22.95\|8.66\|21.01\|23.18\|20.50\|1142751;2026-09-08\|22.25\|-3.05\|22.96\|23.36\|22.00\|995073;2026-09-09\|21.00\|-5.62\|21.10\|22.30\|20.48\|822185;2026-09-10\|18.90\|-10.00\|19.25\|19.74\|18.90\|710255;2026-09-11\|17.46\|-7.62\|17.58\|18.26\|17.01\|759984;2026-09-14\|16.64\|-4.70\|17.00\|17.15\|16.28\|562341;2026-09-15\|15.82\|-4.93\|16.39\|16.53\|15.79\|495831;2026-09-16\|15.76\|-0.38\|15.69\|15.98\|15.50\|349251;2026-09-17\|15.74\|-0.13\|15.56\|16.04\|15.43\|464849;2026-09-18\|16.38\|4.07\|15.90\|16.49\|15.67\|603594;2026-09-21\|17.31\|5.68\|17.90\|18.02\|16.50\|1171635;2026-09-22\|17.68\|2.14\|17.47\|18.12\|16.71\|1079928;2026-09-23\|15.91\|-10.01\|17.10\|17.11\|15.91\|678080;2026-09-24\|14.50\|-8.86\|14.90\|15.18\|14.44\|684182;2026-09-28\|14.05\|-3.10\|14.36\|14.38\|13.95\|398454;2026-09-29\|14.20\|1.07\|14.00\|14.31\|13.92\|283831;2026-09-30\|14.39\|1.34\|14.30\|14.60\|14.06\|348365;2026-10-08\|14.53\|0.97\|14.49\|14.73\|14.40\|346053;2026-10-09\|15.23\|4.82\|14.55\|15.34\|14.14\|499292;2026-10-12\|14.38\|-5.58\|14.93\|15.02\|14.36\|380129;2026-10-13\|14.85\|3.27\|14.10\|15.12\|14.01\|524232;2026-10-14\|14.47\|-2.56\|14.83\|14.95\|14.47\|262256;2026-10-15\|14.19\|-1.94\|14.06\|14.67\|14.01\|231791;2026-10-16\|14.18\|-0.07\|14.70\|14.85\|13.96\|307198;2026-10-19\|13.88\|-2.12\|13.82\|14.34\|13.60\|277550;2026-10-20\|13.94\|0.43\|13.96\|14.09\|13.58\|234811;2026-10-21\|14.17\|1.65\|14.01\|14.43\|13.96\|255050;2026-10-22\|13.30\|-6.14\|14.37\|14.37\|13.30\|268369;2026-10-23\|13.41\|0.83\|12.85\|13.49\|12.22\|327167;2026-10-26\|13.23\|-1.34\|13.09\|13.50\|12.90\|202293;2026-10-27\|12.75\|-3.63\|13.88\|14.00\|12.73\|355935;2026-10-28\|12.79\|0.31\|12.66\|12.90\|12.54\|280054;2026-10-29\|12.45\|-2.66\|12.64\|12.88\|12.45\|165728;2026-10-30\|11.78\|-5.38\|12.14\|12.61\|11.77\|217601;2026-11-02\|12.50\|6.11\|11.90\|12.60\|11.53\|289698;2026-11-03\|12.22\|-2.24\|12.35\|12.65\|12.08\|166747;2026-11-04\|12.75\|4.34\|12.22\|12.78\|11.97\|235316;2026-11-05\|12.97\|1.73\|12.51\|12.98\|12.44\|233984;2026-11-06\|12.56\|-3.16\|12.45\|12.85\|12.45\|157208
127993	多家券商上半年业绩大增	证券+中报预增+吸收合并 1、据2026年7月14日公告，公司预计2026年半年度实现归母净利润4.5亿元至6.3亿元，同比增长217.76%到344.86%，主要系子公司湘财证券经纪、信用、投顾及自营业务业绩增长显著。 2、据2026年7月3日互动易，公司吸收合并大智慧并募集配套资金事项已于2026年5月13日获上交所同意恢复审核，拟通过与金融科技领先企业大智慧融合，赋能证券业务创新与发展。 3、据2026年3月21日年报，公司主营业务以证券服务业为主，依托全资子公司湘财证券开展证券经纪、自营、资管等业务，系首批全国性综合类证券公司。	公司上半年净利同比增长273.74%，报告期内，公司主动优化业务结构，证券主业实现亮眼增长，整体盈利能力显著提升，扎实推进降本提质增效、吸收合并大智慧、产业结构优化、全面风险管控等重点工作	2026-06-29\|7.54\|-0.40\|7.57\|7.66\|7.42\|254022;2026-06-30\|7.53\|-0.13\|7.54\|7.65\|7.41\|232787;2026-07-01\|8.03\|6.64\|7.51\|8.22\|7.47\|588439;2026-07-02\|7.82\|-2.62\|7.95\|8.14\|7.79\|363433;2026-07-03\|7.79\|-0.38\|7.89\|7.96\|7.68\|261958;2026-07-06\|7.75\|-0.51\|7.86\|7.90\|7.69\|213510;2026-07-07\|7.52\|-2.97\|7.70\|7.71\|7.48\|208827;2026-07-08\|7.50\|-0.27\|7.52\|7.60\|7.43\|137285;2026-07-09\|7.60\|1.33\|7.49\|7.63\|7.45\|194839;2026-07-10\|7.46\|-1.84\|7.57\|7.57\|7.30\|268119;2026-07-13\|7.21\|-3.35\|7.42\|7.45\|7.20\|222850;2026-07-14\|7.65\|6.10\|7.47\|7.73\|7.45\|493779;2026-07-15\|7.81\|2.09\|7.54\|7.86\|7.51\|428797;2026-07-16\|7.90\|1.15\|7.70\|7.99\|7.68\|386694;2026-07-17\|8.69\|10.00\|7.91\|8.69\|7.89\|1153016;2026-07-20\|9.12\|4.95\|8.89\|9.42\|8.69\|1589817;2026-07-21\|8.98\|-1.54\|8.90\|9.03\|8.51\|1203797;2026-07-22\|9.16\|2.00\|8.81\|9.24\|8.62\|1156299;2026-07-23\|9.05\|-1.20\|9.00\|9.17\|8.90\|856894;2026-07-24\|8.53\|-5.75\|8.84\|9.15\|8.53\|752421;2026-07-27\|8.54\|0.12\|8.43\|8.56\|8.15\|606927;2026-07-28\|8.66\|1.41\|8.34\|8.80\|8.32\|555031;2026-07-29\|8.77\|1.27\|8.56\|8.83\|8.45\|615093;2026-07-30\|8.71\|-0.68\|8.68\|8.85\|8.60\|470453;2026-07-31\|8.72\|0.11\|8.61\|8.78\|8.56\|457340;2026-08-03\|8.11\|-7.00\|8.23\|8.29\|7.86\|880322;2026-08-04\|8.34\|2.84\|8.17\|8.47\|8.11\|535504;2026-08-05\|8.37\|0.36\|8.34\|8.52\|8.32\|387892;2026-08-06\|8.22\|-1.79\|8.40\|8.43\|8.17\|293337;2026-08-07\|8.18\|-0.49\|8.20\|8.21\|8.06\|258957;2026-08-10\|8.18\|0.00\|8.18\|8.29\|8.13\|246720;2026-08-11\|8.13\|-0.61\|8.15\|8.21\|8.10\|202166;2026-08-12\|8.24\|1.35\|8.14\|8.27\|8.10\|275745;2026-08-13\|8.15\|-1.09\|8.24\|8.35\|8.14\|344054;2026-08-14\|7.94\|-2.58\|8.13\|8.18\|7.91\|337103;2026-08-17\|8.07\|1.64\|7.94\|8.08\|7.85\|248880;2026-08-18\|7.87\|-2.48\|8.05\|8.06\|7.82\|228117;2026-08-19\|7.68\|-2.41\|7.85\|7.90\|7.68\|229132;2026-08-20\|7.73\|0.65\|7.71\|7.76\|7.65\|155376;2026-08-21\|7.77\|0.52\|7.71\|7.79\|7.65\|160488;2026-08-24\|7.83\|0.77\|7.78\|7.88\|7.72\|203470;2026-08-25\|7.88\|0.64\|7.78\|7.89\|7.77\|166831;2026-08-26\|8.67\|10.03\|7.88\|8.67\|7.87\|816989;2026-08-27\|9.54\|10.03\|9.00\|9.54\|8.99\|2036721;2026-08-28\|9.55\|0.10\|9.75\|10.14\|9.49\|2092213;2026-08-31\|9.52\|-0.31\|9.40\|9.82\|9.36\|1217295;2026-09-01\|9.83\|3.26\|9.52\|9.96\|9.35\|1241917;2026-09-02\|9.60\|-2.34\|9.73\|9.86\|9.54\|773233;2026-09-03\|9.46\|-1.46\|9.69\|9.76\|9.41\|701965;2026-09-04\|10.17\|7.51\|9.46\|10.41\|9.38\|1719531;2026-09-07\|9.63\|-5.31\|9.87\|10.10\|9.52\|1184652;2026-09-08\|9.47\|-1.66\|9.61\|9.64\|9.40\|676209;2026-09-09\|9.19\|-2.96\|9.37\|9.38\|9.13\|592516;2026-09-10\|9.14\|-0.54\|9.17\|9.29\|9.00\|559165;2026-09-11\|8.58\|-6.13\|9.03\|9.14\|8.54\|697271;2026-09-14\|8.47\|-1.28\|8.45\|8.57\|8.40\|342874;2026-09-15\|8.36\|-1.30\|8.45\|8.50\|8.34\|285678;2026-09-16\|8.53\|2.03\|8.32\|8.54\|8.25\|408204;2026-09-17\|8.61\|0.94\|8.45\|8.87\|8.42\|692785;2026-09-18\|8.67\|0.70\|8.73\|8.85\|8.52\|578443;2026-09-21\|9.07\|4.61\|8.61\|9.31\|8.60\|840324;2026-09-22\|9.05\|-0.22\|9.16\|9.22\|8.96\|624636;2026-09-23\|8.94\|-1.22\|8.97\|9.15\|8.90\|398913;2026-09-24\|8.82\|-1.34\|8.91\|8.97\|8.79\|335547;2026-09-28\|8.52\|-3.40\|8.55\|8.71\|8.48\|401472;2026-09-29\|8.86\|3.99\|8.59\|8.98\|8.52\|544122;2026-09-30\|8.73\|-1.47\|8.93\|8.98\|8.66\|398774;2026-10-08\|8.55\|-2.06\|8.63\|8.72\|8.47\|314011;2026-10-09\|8.90\|4.09\|8.52\|8.95\|8.41\|909989;2026-10-12\|8.67\|-2.58\|8.87\|8.88\|8.66\|471378;2026-10-13\|8.89\|2.54\|8.51\|9.02\|8.50\|878955;2026-10-14\|8.75\|-1.57\|8.84\|8.89\|8.68\|460632;2026-10-15\|8.72\|-0.34\|8.58\|8.95\|8.51\|941085;2026-10-16\|8.89\|1.95\|8.73\|9.12\|8.64\|1205190;2026-10-19\|8.78\|-1.24\|8.79\|8.96\|8.49\|704290;2026-10-20\|8.48\|-3.42\|8.83\|8.98\|8.34\|911420;2026-10-21\|8.19\|-3.42\|8.50\|8.64\|8.11\|728229;2026-10-22\|8.01\|-2.20\|8.23\|8.27\|8.00\|475978;2026-10-23\|8.26\|3.12\|7.91\|8.33\|7.72\|798968;2026-10-26\|7.98\|-3.39\|8.19\|8.19\|7.94\|469276;2026-10-27\|7.60\|-4.76\|7.99\|8.02\|7.60\|438681;2026-10-28\|7.65\|0.66\|7.65\|7.72\|7.55\|281006;2026-10-29\|7.33\|-4.18\|7.62\|7.64\|7.31\|398878;2026-10-30\|6.72\|-8.32\|7.04\|7.10\|6.70\|607839;2026-11-02\|7.10\|5.65\|6.80\|7.15\|6.80\|568697;2026-11-03\|7.11\|0.14\|7.04\|7.18\|7.01\|347783;2026-11-04\|7.21\|1.41\|7.09\|7.28\|6.96\|438332;2026-11-05\|7.30\|1.25\|7.16\|7.50\|7.12\|481225;2026-11-06\|7.15\|-2.05\|7.10\|7.23\|7.10\|313541
127992	智谱新模型请求流量全部由国产芯片提供算力支持	业绩增长+先进封装+覆铜板行业原因： 1、据证券时报3月10日报道，TrendForce将一季度DRAM合约价季涨幅由55%-60%上调至90%-95%，NAND Flash由33%-38%上调至55%-60%，供需缺口继续扩大。 2、3月9日，花旗在业绩前瞻中将美光目标价上调至430美元，预计2026年DRAM均价同比升171%、NAND升127%，AI需求驱动存储超级周期。公司原因： 1、据2026年2月14日业绩快报，公司2025年营收11.16亿元、净利2.93亿元，分别同比增16.15%、16.42%，高阶产品占比提升推动利润扩大。 2、据2025年半年波，公司突破了高频、高速、HDI、IC载板等高性能覆铜板用功能填料的核心技术，产品具有低Cut点、低介电损耗、高导热等优良性能，精准满足了高性能覆铜板客户的需求。 3、据2026年2月5日互动易，公司应用于M9级高性能电子电路基板的球硅产品，已与行业主流厂商形成深度合作，并已形成小批量销售。同时，公司的Low α球铝作为先进封装的关键填料，销售呈较快增长趋势，已成为少数能量产供应该材料的厂商之一。 4、据2025年11月7日互动易，公司高性能高速基板用超纯球形二氧化硅项目一期预计2026年一季度试生产，投产后将新增年产能3600吨。	公司配套供应HBM封装材料GMC所用球硅和Low α球铝	2026-06-29\|244.98\|-7.75\|265.00\|279.15\|233.80\|132942;2026-06-30\|244.40\|-0.24\|244.99\|246.80\|230.67\|106755;2026-07-01\|231.00\|-5.48\|246.00\|252.00\|226.09\|118976;2026-07-02\|208.78\|-9.62\|215.00\|224.00\|208.12\|100321;2026-07-03\|208.99\|0.10\|206.00\|217.58\|200.88\|86814;2026-07-06\|192.00\|-8.13\|217.30\|217.30\|188.00\|122421;2026-07-07\|189.01\|-1.56\|192.00\|196.00\|185.10\|78372;2026-07-08\|182.06\|-3.68\|191.00\|194.10\|180.60\|62410;2026-07-09\|196.16\|7.74\|188.00\|196.99\|183.08\|94843;2026-07-10\|183.17\|-6.62\|199.70\|205.48\|183.17\|106200;2026-07-13\|165.70\|-9.54\|178.30\|188.88\|164.01\|132889;2026-07-14\|180.32\|8.82\|168.44\|183.17\|168.06\|104111;2026-07-15\|166.31\|-7.77\|183.92\|186.00\|166.05\|94289;2026-07-16\|158.40\|-4.76\|165.25\|172.00\|155.02\|72719;2026-07-17\|141.00\|-10.98\|160.44\|160.68\|140.42\|104860;2026-07-20\|121.79\|-13.62\|146.58\|147.99\|117.60\|125490;2026-07-21\|135.30\|11.09\|127.99\|135.98\|111.12\|138209;2026-07-22\|128.32\|-5.16\|134.01\|138.11\|127.30\|104895;2026-07-23\|127.38\|-0.73\|130.12\|136.31\|125.31\|83409;2026-07-24\|123.50\|-3.05\|125.50\|128.40\|121.37\|69001;2026-07-27\|131.78\|6.70\|124.21\|132.11\|120.94\|87790;2026-07-28\|118.76\|-9.88\|126.00\|130.29\|117.52\|84114;2026-07-29\|115.88\|-2.43\|119.99\|122.80\|108.30\|107028;2026-07-30\|104.76\|-9.60\|115.62\|116.67\|103.33\|101872;2026-07-31\|107.32\|2.44\|117.00\|119.43\|107.13\|104092;2026-08-03\|100.20\|-6.63\|106.10\|108.15\|98.78\|94634;2026-08-04\|111.18\|10.96\|102.95\|112.60\|100.90\|97538;2026-08-05\|125.05\|12.48\|109.95\|127.98\|109.05\|136273;2026-08-06\|136.08\|8.82\|121.02\|139.75\|121.02\|165290;2026-08-07\|151.70\|11.48\|136.35\|154.23\|136.35\|187840;2026-08-10\|148.30\|-2.24\|151.78\|156.70\|142.78\|152325;2026-08-11\|143.46\|-3.26\|145.63\|148.68\|141.66\|112973;2026-08-12\|165.00\|15.01\|144.02\|165.00\|142.23\|166185;2026-08-13\|162.22\|-1.68\|166.00\|175.98\|160.10\|191068;2026-08-14\|164.65\|1.50\|162.78\|166.92\|158.00\|126865;2026-08-17\|166.47\|1.11\|158.50\|168.94\|155.00\|183660;2026-08-18\|160.00\|-3.89\|166.00\|166.00\|156.51\|134717;2026-08-19\|140.25\|-12.34\|152.01\|155.59\|139.00\|156238;2026-08-20\|142.57\|1.65\|144.00\|147.00\|138.88\|103490;2026-08-21\|145.31\|1.92\|143.44\|151.38\|137.18\|127984;2026-08-24\|139.14\|-4.25\|142.01\|145.50\|134.25\|101747;2026-08-25\|145.75\|4.75\|135.10\|146.99\|130.22\|149104;2026-08-26\|155.20\|6.48\|145.49\|157.98\|141.10\|203619;2026-08-27\|186.24\|20.00\|158.14\|186.24\|158.00\|218402;2026-08-28\|189.90\|1.97\|198.77\|202.88\|189.07\|259044;2026-08-31\|193.00\|1.63\|181.02\|202.00\|181.02\|205534;2026-09-01\|176.16\|-8.73\|190.90\|191.01\|175.55\|171198;2026-09-02\|177.05\|0.51\|172.90\|184.37\|172.90\|140370;2026-09-03\|168.00\|-5.11\|181.00\|182.50\|164.12\|162190;2026-09-04\|163.68\|-2.57\|171.36\|174.97\|161.36\|120829;2026-09-07\|175.50\|7.22\|166.66\|177.94\|164.46\|183534;2026-09-08\|167.69\|-4.45\|175.00\|177.79\|166.00\|135902;2026-09-09\|181.79\|8.41\|169.99\|182.00\|168.10\|176250;2026-09-10\|183.37\|0.87\|178.00\|191.66\|178.00\|169472;2026-09-11\|178.69\|-2.55\|179.02\|184.50\|168.77\|155848;2026-09-14\|175.99\|-1.51\|170.20\|179.60\|162.20\|134084;2026-09-15\|179.49\|1.99\|176.15\|188.70\|175.91\|143172;2026-09-16\|186.63\|3.98\|178.57\|191.45\|176.00\|135825;2026-09-17\|174.69\|-6.40\|184.97\|189.99\|174.69\|131017;2026-09-18\|176.80\|1.21\|179.86\|182.00\|168.50\|137128;2026-09-21\|174.78\|-1.14\|176.50\|180.80\|174.60\|91943;2026-09-22\|177.21\|1.39\|179.33\|183.03\|176.10\|103978;2026-09-23\|183.10\|3.32\|177.00\|186.00\|175.00\|110381;2026-09-24\|167.80\|-8.36\|178.90\|179.90\|166.58\|105511;2026-09-28\|145.69\|-13.18\|166.00\|166.00\|145.11\|105293;2026-09-29\|148.68\|2.05\|145.34\|151.23\|143.01\|62991;2026-09-30\|144.30\|-2.95\|149.95\|151.57\|143.10\|61974;2026-10-08\|139.36\|-3.42\|144.50\|151.50\|137.00\|83896;2026-10-09\|136.49\|-2.06\|137.00\|138.98\|128.37\|88995;2026-10-12\|131.36\|-3.76\|135.78\|135.88\|130.52\|58425;2026-10-13\|133.51\|1.64\|126.88\|135.48\|123.00\|71818;2026-10-14\|137.50\|2.99\|133.79\|144.49\|133.55\|122701;2026-10-15\|136.01\|-1.08\|131.21\|139.02\|130.05\|83025;2026-10-16\|102.70\|-1.84\|108.94\|109.20\|101.45\|89600;2026-10-19\|100.43\|-2.21\|102.40\|103.77\|94.00\|97063;2026-10-20\|103.22\|2.78\|99.22\|104.50\|97.37\|81421;2026-10-21\|102.20\|-0.99\|104.98\|106.79\|101.77\|71332;2026-10-22\|95.32\|-6.73\|103.26\|103.30\|95.31\|72007;2026-10-23\|94.31\|-1.06\|93.00\|94.94\|86.30\|127612;2026-10-26\|87.80\|-6.90\|92.61\|94.19\|86.90\|90311;2026-10-27\|83.67\|-4.70\|89.95\|91.72\|83.67\|74620;2026-10-28\|91.34\|9.17\|86.95\|94.26\|86.50\|117598;2026-10-29\|84.20\|-7.82\|90.54\|91.94\|84.08\|88526;2026-10-30\|78.02\|-7.34\|80.00\|85.42\|77.78\|100559;2026-11-02\|79.60\|2.03\|79.44\|81.94\|78.12\|98725;2026-11-03\|72.60\|-8.79\|79.05\|79.44\|72.00\|93126;2026-11-04\|83.06\|14.41\|73.41\|83.39\|70.33\|137593;2026-11-05\|84.32\|1.52\|80.00\|88.50\|79.00\|132569;2026-11-06\|79.90\|-5.24\|77.67\|81.98\|76.22\|91300

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