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
112542		电子纸模组+PMOLED+面退博弈 1、据2026年6月19日公告，公司股票收盘价为0.88元，总市值3.960亿元，已连续2个交易日低于1元，根据相关规定，连续20个交易日每日股票收盘价均低于1元将决定终止公司股票上市，属于交易类强制退市。 2、据2025年4月29日年报，公司深耕有机光电子领域，主营电子纸模组、PMOLED与硅基OLED微显示器三大业务，拥有中国大陆首条PMOLED量产线，产品应用于智能家居、智慧零售及XR等领域。 3、据2026年6月22日公告，公司核心技术人员张峰因个人原因离职，将不再担任公司任何职务。	公司的硅基OLED产品可以用于MR头戴显示产品中	2026-03-04\|6.08\|0.16\|6.01\|6.10\|5.94\|46901;2026-03-05\|6.66\|9.54\|6.13\|7.14\|6.13\|183712;2026-03-06\|6.60\|-0.90\|6.45\|6.85\|6.43\|182881;2026-03-09\|6.58\|-0.30\|6.50\|6.60\|6.27\|121580;2026-03-10\|6.77\|2.89\|6.60\|6.78\|6.60\|89158;2026-03-11\|6.71\|-0.89\|6.75\|6.89\|6.68\|77545;2026-03-12\|6.65\|-0.89\|6.75\|6.88\|6.62\|66585;2026-03-13\|6.56\|-1.35\|6.60\|6.76\|6.52\|53033;2026-03-16\|6.71\|2.29\|6.54\|6.71\|6.45\|62404;2026-03-17\|6.39\|-4.77\|6.74\|6.74\|6.38\|62403;2026-03-18\|6.82\|6.73\|6.41\|6.85\|6.41\|121683;2026-03-19\|6.55\|-3.96\|6.72\|6.81\|6.51\|99653;2026-03-20\|6.35\|-3.05\|6.56\|6.93\|6.35\|121904;2026-03-23\|5.85\|-7.87\|6.30\|6.30\|5.50\|138217;2026-03-24\|6.13\|4.79\|6.05\|6.14\|5.76\|81087;2026-03-25\|6.33\|3.26\|6.15\|6.42\|6.14\|86805;2026-03-26\|5.95\|-6.00\|6.32\|6.37\|5.91\|77512;2026-03-27\|6.20\|4.20\|5.78\|6.26\|5.77\|80705;2026-03-30\|6.24\|0.65\|6.20\|6.30\|6.00\|62288;2026-03-31\|5.95\|-4.65\|6.27\|6.27\|5.94\|44219;2026-04-01\|6.21\|4.37\|6.10\|6.30\|6.10\|67871;2026-04-02\|5.99\|-3.54\|6.18\|6.22\|5.94\|60391;2026-04-03\|5.81\|-3.00\|6.05\|6.08\|5.78\|61994;2026-04-07\|5.87\|1.03\|5.82\|5.95\|5.82\|45767;2026-04-08\|6.16\|4.94\|5.99\|6.17\|5.97\|60269;2026-04-09\|5.80\|-5.84\|6.20\|6.20\|5.78\|95517;2026-04-10\|5.71\|-1.55\|5.82\|5.96\|5.69\|84589;2026-04-13\|5.65\|-1.05\|5.69\|5.74\|5.58\|60224;2026-04-14\|5.69\|0.71\|5.67\|5.76\|5.58\|46170;2026-04-15\|5.88\|3.34\|5.68\|5.96\|5.60\|110650;2026-04-16\|5.77\|-1.87\|5.88\|5.88\|5.66\|74306;2026-04-17\|5.67\|-1.73\|5.73\|5.81\|5.59\|68689;2026-04-20\|5.65\|-0.35\|5.67\|5.71\|5.58\|57078;2026-04-21\|5.58\|-1.24\|5.60\|5.66\|5.51\|45177;2026-04-22\|5.55\|-0.54\|5.50\|5.60\|5.44\|41100;2026-04-23\|5.32\|-4.14\|5.48\|5.57\|5.30\|56055;2026-04-24\|5.29\|-0.56\|5.30\|5.39\|5.18\|53454;2026-04-27\|5.63\|6.43\|5.31\|5.66\|5.22\|69301;2026-04-28\|5.57\|-1.07\|5.66\|5.73\|5.47\|64724;2026-04-30\|4.46\|-19.93\|4.46\|4.73\|4.46\|206651;2026-05-06\|4.16\|-6.73\|4.39\|4.39\|4.10\|228654;2026-05-07\|4.18\|0.48\|4.11\|4.26\|4.10\|103924;2026-05-08\|4.35\|4.07\|4.17\|4.38\|4.14\|73226;2026-05-12\|3.48\|-20.00\|3.48\|3.48\|3.48\|1919;2026-05-13\|2.78\|-20.11\|2.78\|2.78\|2.78\|7631;2026-05-14\|2.22\|-20.14\|2.22\|2.22\|2.22\|16801;2026-05-15\|1.78\|-19.82\|1.78\|1.84\|1.78\|293210;2026-05-18\|1.43\|-19.66\|1.56\|1.57\|1.42\|360199;2026-05-19\|1.51\|5.59\|1.41\|1.59\|1.41\|271204;2026-05-20\|1.60\|5.96\|1.49\|1.67\|1.48\|283255;2026-05-21\|1.50\|-6.25\|1.51\|1.66\|1.36\|308804;2026-05-22\|1.41\|-6.00\|1.41\|1.50\|1.40\|178537;2026-05-25\|1.20\|-14.89\|1.41\|1.41\|1.18\|217798;2026-05-26\|1.20\|0.00\|1.16\|1.29\|1.16\|125251;2026-05-27\|1.09\|-9.17\|1.16\|1.21\|1.07\|173377;2026-05-28\|1.07\|-1.83\|1.11\|1.15\|1.05\|135819;2026-05-29\|0.97\|-9.35\|1.03\|1.06\|0.96\|174324;2026-06-01\|1.07\|10.31\|0.96\|1.10\|0.96\|202140;2026-06-02\|1.28\|19.63\|1.04\|1.28\|1.04\|211120;2026-06-03\|1.53\|19.53\|1.41\|1.54\|1.35\|450022;2026-06-04\|1.32\|-13.73\|1.44\|1.53\|1.30\|303651;2026-06-05\|1.18\|-10.61\|1.27\|1.28\|1.13\|212045;2026-06-08\|1.28\|8.47\|1.14\|1.37\|1.09\|206726;2026-06-09\|1.22\|-4.69\|1.29\|1.29\|1.17\|151477;2026-06-10\|1.16\|-4.92\|1.24\|1.25\|1.15\|78109;2026-06-11\|1.05\|-9.48\|1.17\|1.17\|1.03\|119169;2026-06-12\|1.04\|-0.95\|1.03\|1.07\|1.03\|82025;2026-06-15\|1.06\|1.92\|1.06\|1.13\|1.05\|72141;2026-06-16\|1.03\|-2.83\|1.07\|1.07\|1.00\|86865;2026-06-17\|0.96\|-6.80\|1.00\|1.04\|0.95\|118005;2026-06-18\|0.88\|-8.33\|0.96\|0.98\|0.85\|132082;2026-06-22\|1.06\|20.45\|0.91\|1.06\|0.90\|112607;2026-06-23\|1.09\|2.83\|1.23\|1.23\|1.09\|239242;2026-06-24\|1.04\|-4.59\|0.96\|1.15\|0.96\|159568;2026-06-25\|0.95\|-8.65\|0.99\|1.04\|0.93\|124221;2026-06-26\|0.94\|-1.05\|0.94\|0.98\|0.91\|90647;2026-06-29\|0.89\|-5.32\|0.94\|0.96\|0.88\|71836;2026-06-30\|0.92\|3.37\|0.88\|0.98\|0.88\|67967;2026-07-01\|0.91\|-1.09\|0.91\|0.93\|0.89\|79637;2026-07-02\|0.88\|-3.30\|0.88\|0.90\|0.86\|80972;2026-07-03\|0.86\|-2.27\|0.88\|0.89\|0.85\|57735;2026-07-06\|1.03\|19.77\|0.89\|1.03\|0.88\|191882;2026-07-07\|0.89\|-13.59\|1.02\|1.03\|0.82\|189723;2026-07-08\|0.86\|-3.37\|0.85\|0.89\|0.84\|77111;2026-07-09\|0.90\|4.65\|0.88\|0.95\|0.88\|70905;2026-07-10\|0.92\|2.22\|0.89\|0.93\|0.85\|87200;2026-07-13\|0.90\|-2.17\|0.93\|0.95\|0.88\|53952;2026-07-14\|0.90\|0.00\|0.90\|0.90\|0.90\|14600
112541		庭外重组+深圳国资+智慧城市+AI安防行业原因： 1、据期货日报5月13日报道，CME集团携手Silicon Data宣布年内推出全球首个算力期货，GPU费率指数化交易落地在即。 2、国家数据局最新披露3月我国日均Token调用量突破140万亿，同比激增千倍。公司原因： 1、据2026年4月29日年报及2026年4月18日公告，公司及全资子公司英飞拓仁用向福田企业重组中心提交的庭外重组申请已获受理并启动债权申报，重组协调人确定为中伦、德恒律所，后续或转入预重整、重整程序。 2、据2026年4月29日年报，公司控股股东为深圳市投资控股有限公司，最终控制人为深圳市国资委，具备深圳国资背景。 3、据2026年4月29日年报，公司定位为新型智慧城市建设与运营服务商，围绕智慧园区、智慧楼宇等提供顶层规划、数字底座、AI工程化全链条服务，产品覆盖4K超高清视频监控、人车检测智能识别等，并服务“鹏城云脑 II”等国家项目。	智慧城市解决方案提供、建设和运营服务商	2026-03-04\|3.01\|2.73\|2.90\|3.05\|2.78\|344241;2026-03-05\|3.04\|1.00\|3.05\|3.07\|2.99\|215478;2026-03-06\|3.19\|4.93\|3.05\|3.19\|3.05\|263148;2026-03-09\|3.35\|5.02\|3.24\|3.35\|3.19\|225143;2026-03-10\|3.36\|0.30\|3.42\|3.52\|3.25\|701719;2026-03-11\|3.53\|5.06\|3.38\|3.53\|3.37\|276838;2026-03-12\|3.71\|5.10\|3.60\|3.71\|3.51\|763830;2026-03-13\|3.71\|0.00\|3.71\|3.84\|3.61\|563295;2026-03-16\|3.56\|-4.04\|3.70\|3.79\|3.52\|411187;2026-03-17\|3.59\|0.84\|3.60\|3.73\|3.52\|304978;2026-03-18\|3.42\|-4.74\|3.51\|3.54\|3.41\|287353;2026-03-19\|3.35\|-2.05\|3.43\|3.47\|3.32\|238675;2026-03-20\|3.18\|-5.07\|3.34\|3.41\|3.18\|301835;2026-03-23\|3.19\|0.31\|3.18\|3.32\|3.10\|382429;2026-03-24\|3.35\|5.02\|3.24\|3.35\|3.18\|259134;2026-03-25\|3.52\|5.07\|3.47\|3.52\|3.43\|82159;2026-03-26\|3.69\|4.83\|3.70\|3.70\|3.52\|485331;2026-03-27\|3.62\|-1.90\|3.65\|3.65\|3.53\|266840;2026-03-30\|3.61\|-0.28\|3.54\|3.69\|3.46\|244986;2026-03-31\|3.79\|4.99\|3.79\|3.79\|3.79\|61303;2026-04-01\|3.98\|5.01\|3.98\|3.98\|3.98\|10683;2026-04-02\|4.15\|4.27\|4.17\|4.18\|3.85\|770169;2026-04-03\|3.99\|-3.86\|4.12\|4.16\|3.95\|397465;2026-04-07\|4.19\|5.01\|4.08\|4.19\|4.03\|111002;2026-04-08\|4.40\|5.01\|4.40\|4.40\|4.40\|21940;2026-04-09\|4.62\|5.00\|4.62\|4.62\|4.62\|17439;2026-04-10\|4.85\|4.98\|4.75\|4.85\|4.62\|777140;2026-04-13\|5.09\|4.95\|5.03\|5.09\|4.93\|122131;2026-04-14\|4.97\|-2.36\|5.34\|5.34\|4.84\|1072000;2026-04-15\|4.88\|-1.81\|4.90\|4.95\|4.72\|463173;2026-04-16\|5.12\|4.92\|4.76\|5.12\|4.64\|626989;2026-04-17\|5.38\|5.08\|5.37\|5.38\|5.10\|391421;2026-04-20\|5.51\|2.42\|5.62\|5.65\|5.31\|760071;2026-04-21\|5.23\|-5.08\|5.23\|5.43\|5.23\|499083;2026-04-22\|5.05\|-3.44\|5.08\|5.36\|4.99\|404311;2026-04-23\|4.87\|-3.56\|5.09\|5.16\|4.80\|339403;2026-04-24\|5.11\|4.93\|5.02\|5.11\|4.94\|403568;2026-04-27\|4.85\|-5.09\|4.98\|5.06\|4.85\|327785;2026-04-28\|4.61\|-4.95\|4.67\|4.73\|4.61\|277360;2026-04-30\|4.81\|4.34\|4.40\|4.84\|4.39\|397957;2026-05-06\|4.76\|-1.04\|4.76\|4.96\|4.71\|283285;2026-05-07\|4.55\|-4.41\|4.84\|4.84\|4.52\|304065;2026-05-08\|4.62\|1.54\|4.53\|4.74\|4.46\|216324;2026-05-11\|4.63\|0.22\|4.64\|4.69\|4.43\|188605;2026-05-12\|4.86\|4.97\|4.61\|4.86\|4.60\|166577;2026-05-13\|5.10\|4.94\|5.00\|5.10\|5.00\|120022;2026-05-14\|5.19\|1.76\|5.33\|5.35\|5.05\|312615;2026-05-15\|5.25\|1.16\|5.11\|5.42\|4.96\|274425;2026-05-18\|5.00\|-4.76\|5.16\|5.24\|4.99\|215612;2026-05-19\|4.90\|-2.00\|4.85\|5.00\|4.83\|115126;2026-05-20\|4.68\|-4.49\|4.89\|4.96\|4.66\|177519;2026-05-21\|4.56\|-2.56\|4.73\|4.85\|4.50\|139041;2026-05-22\|4.56\|0.00\|4.55\|4.61\|4.43\|116338;2026-05-25\|4.58\|0.44\|4.55\|4.65\|4.42\|117773;2026-05-26\|4.36\|-4.80\|4.61\|4.75\|4.35\|170170;2026-05-27\|4.58\|5.05\|4.29\|4.58\|4.18\|210683;2026-05-28\|4.36\|-4.80\|4.54\|4.57\|4.35\|187988;2026-05-29\|4.14\|-5.05\|4.33\|4.33\|4.14\|159107;2026-06-01\|4.35\|5.07\|4.16\|4.35\|4.04\|123728;2026-06-02\|4.57\|5.06\|4.42\|4.57\|4.42\|59705;2026-06-03\|4.80\|5.03\|4.80\|4.80\|4.80\|11139;2026-06-04\|4.80\|0.00\|4.88\|4.99\|4.68\|310290;2026-06-05\|4.83\|0.62\|4.80\|5.04\|4.72\|202886;2026-06-08\|4.85\|0.41\|4.75\|4.96\|4.63\|160005;2026-06-09\|4.87\|0.41\|4.86\|4.95\|4.80\|122155;2026-06-10\|4.83\|-0.82\|4.84\|4.88\|4.65\|118355;2026-06-11\|4.78\|-1.04\|4.83\|4.84\|4.69\|65325;2026-06-12\|4.88\|2.09\|4.78\|4.94\|4.70\|109121;2026-06-15\|4.96\|1.64\|4.92\|5.10\|4.92\|106303;2026-06-16\|4.76\|-4.03\|4.90\|4.97\|4.71\|130371;2026-06-17\|4.67\|-1.89\|4.76\|4.89\|4.65\|108796;2026-06-18\|4.71\|0.86\|4.59\|4.80\|4.51\|126667;2026-06-22\|4.54\|-3.61\|4.66\|4.66\|4.47\|123176;2026-06-23\|4.45\|-1.98\|4.51\|4.55\|4.40\|68912;2026-06-24\|4.50\|1.12\|4.45\|4.55\|4.32\|80654;2026-06-25\|4.31\|-4.22\|4.51\|4.52\|4.28\|96759;2026-06-26\|4.25\|-1.39\|4.31\|4.31\|4.12\|79624;2026-06-29\|4.39\|3.29\|4.19\|4.46\|4.12\|124052;2026-06-30\|4.17\|-5.01\|4.30\|4.33\|4.17\|131470;2026-07-01\|4.16\|-0.24\|4.17\|4.22\|3.96\|219290;2026-07-02\|4.27\|2.64\|4.06\|4.36\|4.04\|126241;2026-07-03\|4.48\|4.92\|4.22\|4.48\|4.16\|152632;2026-07-06\|4.54\|1.34\|4.50\|4.70\|4.40\|120566;2026-07-07\|4.30\|-5.29\|4.46\|4.60\|4.25\|95400;2026-07-08\|4.43\|3.02\|4.30\|4.50\|4.26\|77145;2026-07-09\|4.44\|0.23\|4.37\|4.53\|4.37\|69730;2026-07-10\|4.43\|-0.23\|4.46\|4.48\|4.39\|48520;2026-07-13\|4.48\|1.13\|4.51\|4.64\|4.40\|100517;2026-07-14\|4.45\|-0.67\|4.48\|4.48\|4.41\|624
112540		童装童鞋+三胎概念+此前获赠资产+ST板块行业原因： 4月10日晚间，上交所公布《上海证券交易所交易规则（征求意见稿）》，并向社会公开征求意见，意见反馈截止时间为2026年4月17日。上交所表示，拟将主板风险警示股票价格的涨跌幅限制比例由5%调整为10%。公司原因： 1、据2025年4月30日年度报告，公司主营3-13岁童装、童鞋及配饰，拥有“ABC KIDS”品牌，经销网络覆盖全国31省市，2024年营收3.27亿元，同比增长22.25%。 2、据2025年4月30日年度报告，公司指出生育鼓励政策持续完善，旗下业务面向儿童消费群体。 3、据证券时报网2025年11月28日报道，ST起步公告称，湖州洪亚自愿向起步股份无偿捐赠所持有的佛山鹏昌80%的股权。佛山鹏昌的核心业务主体为佛山鹏昌控制广西天丞51%股权。广西天丞作为一家从事铝合金产品研发与制造的现代化铝加工企业，其产品应用于汽车、电子电器、医疗器械等多个领域。	公司获捐赠资产，标的营收利润远超上市公司	2026-03-04\|3.41\|0.59\|3.33\|3.46\|3.33\|93274;2026-03-05\|3.41\|0.00\|3.45\|3.54\|3.38\|105131;2026-03-06\|3.51\|2.93\|3.39\|3.52\|3.35\|96507;2026-03-09\|3.47\|-1.14\|3.45\|3.50\|3.38\|86163;2026-03-10\|3.64\|4.90\|3.48\|3.64\|3.48\|69761;2026-03-11\|3.80\|4.40\|3.74\|3.82\|3.65\|247348;2026-03-12\|3.82\|0.53\|3.80\|3.95\|3.76\|220876;2026-03-13\|4.01\|4.97\|3.77\|4.01\|3.77\|235761;2026-03-16\|4.21\|4.99\|3.96\|4.21\|3.96\|132341;2026-03-17\|4.36\|3.56\|4.33\|4.42\|4.20\|400289;2026-03-18\|4.14\|-5.05\|4.35\|4.41\|4.14\|348241;2026-03-19\|4.04\|-2.42\|4.19\|4.19\|3.99\|238497;2026-03-20\|4.04\|0.00\|4.09\|4.24\|4.03\|233419;2026-03-23\|4.01\|-0.74\|3.94\|4.17\|3.84\|213119;2026-03-24\|4.17\|3.99\|4.11\|4.21\|3.98\|166168;2026-03-25\|4.03\|-3.36\|4.16\|4.22\|3.98\|200781;2026-03-26\|3.91\|-2.98\|3.99\|4.04\|3.88\|136142;2026-03-27\|3.83\|-2.05\|3.92\|3.93\|3.82\|118513;2026-03-30\|3.88\|1.31\|3.80\|3.96\|3.70\|117367;2026-03-31\|3.80\|-2.06\|3.87\|3.97\|3.78\|100081;2026-04-01\|3.88\|2.11\|3.88\|3.88\|3.79\|95391;2026-04-02\|3.86\|-0.52\|3.88\|4.05\|3.86\|94496;2026-04-03\|3.71\|-3.89\|3.80\|3.85\|3.71\|69454;2026-04-07\|3.52\|-5.12\|3.74\|3.75\|3.52\|125589;2026-04-08\|3.67\|4.26\|3.58\|3.70\|3.51\|118454;2026-04-09\|3.60\|-1.91\|3.63\|3.82\|3.58\|88317;2026-04-10\|3.78\|5.00\|3.59\|3.78\|3.59\|105249;2026-04-13\|3.97\|5.03\|3.80\|3.97\|3.80\|95175;2026-04-14\|4.06\|2.27\|4.10\|4.16\|4.00\|213587;2026-04-15\|4.07\|0.25\|4.08\|4.20\|4.03\|98184;2026-04-16\|4.08\|0.25\|4.06\|4.16\|4.04\|86560;2026-04-17\|4.28\|4.90\|4.05\|4.28\|4.05\|127070;2026-04-20\|4.07\|-4.91\|4.30\|4.30\|4.07\|164325;2026-04-21\|3.99\|-1.97\|3.99\|4.06\|3.88\|121223;2026-04-22\|3.87\|-3.01\|3.95\|4.00\|3.82\|120702;2026-04-23\|3.71\|-4.13\|3.84\|3.92\|3.68\|181806;2026-04-24\|3.70\|-0.27\|3.71\|3.81\|3.65\|82600;2026-04-27\|3.89\|5.14\|3.76\|3.89\|3.68\|84410;2026-04-28\|4.08\|4.88\|4.01\|4.08\|4.01\|42257;2026-04-29\|4.26\|4.41\|4.28\|4.28\|4.19\|272814;2026-05-06\|4.47\|4.93\|4.05\|4.47\|4.05\|204392;2026-05-07\|4.69\|4.92\|4.66\|4.69\|4.57\|124917;2026-05-08\|4.50\|-4.05\|4.75\|4.83\|4.47\|232337;2026-05-11\|4.73\|5.11\|4.53\|4.73\|4.53\|86862;2026-05-12\|4.97\|5.07\|4.85\|4.97\|4.82\|123204;2026-05-13\|5.05\|1.61\|5.01\|5.17\|4.78\|210706;2026-05-14\|5.00\|-0.99\|5.07\|5.28\|4.93\|157996;2026-05-15\|4.97\|-0.60\|4.96\|5.04\|4.89\|109636;2026-05-18\|4.83\|-2.82\|4.96\|5.17\|4.80\|104971;2026-05-19\|4.64\|-3.93\|4.82\|4.88\|4.59\|131544;2026-05-20\|4.64\|0.00\|4.76\|4.76\|4.59\|68460;2026-05-21\|4.43\|-4.53\|4.69\|4.73\|4.42\|121821;2026-05-22\|4.46\|0.68\|4.43\|4.57\|4.39\|121082;2026-05-25\|4.56\|2.24\|4.47\|4.65\|4.38\|134289;2026-05-26\|4.49\|-1.54\|4.67\|4.67\|4.40\|85797;2026-05-27\|4.46\|-0.67\|4.45\|4.54\|4.35\|78018;2026-05-28\|4.68\|4.93\|4.43\|4.68\|4.43\|81032;2026-05-29\|4.73\|1.07\|4.83\|4.85\|4.68\|110716;2026-06-01\|4.71\|-0.42\|4.75\|4.82\|4.68\|51549;2026-06-02\|4.95\|5.10\|4.66\|4.95\|4.62\|73474;2026-06-03\|4.91\|-0.81\|5.00\|5.03\|4.83\|76187;2026-06-04\|4.90\|-0.20\|4.91\|5.03\|4.87\|42662;2026-06-05\|4.80\|-2.04\|4.92\|4.98\|4.80\|33717;2026-06-08\|4.63\|-3.54\|4.57\|4.77\|4.57\|49538;2026-06-09\|4.62\|-0.22\|4.53\|4.78\|4.53\|42672;2026-06-10\|4.46\|-3.46\|4.66\|4.66\|4.40\|78145;2026-06-11\|4.61\|3.36\|4.41\|4.63\|4.38\|53351;2026-06-12\|4.48\|-2.82\|4.66\|4.73\|4.47\|59223;2026-06-15\|4.50\|0.45\|4.56\|4.57\|4.46\|29811;2026-06-16\|4.37\|-2.89\|4.50\|4.52\|4.34\|56005;2026-06-17\|4.15\|-5.03\|4.33\|4.39\|4.15\|91131;2026-06-18\|4.36\|5.06\|4.16\|4.36\|4.16\|63458;2026-06-22\|4.58\|5.05\|4.52\|4.58\|4.48\|29384;2026-06-23\|4.61\|0.66\|4.71\|4.79\|4.49\|126995;2026-06-24\|4.53\|-1.74\|4.65\|4.71\|4.49\|47774;2026-06-25\|4.32\|-4.64\|4.58\|4.58\|4.30\|72255;2026-06-26\|4.22\|-2.31\|4.35\|4.39\|4.18\|39949;2026-06-29\|4.01\|-4.98\|4.20\|4.25\|4.01\|64773;2026-06-30\|3.81\|-4.99\|3.89\|4.13\|3.81\|117585;2026-07-01\|4.00\|4.99\|3.81\|4.00\|3.70\|76638;2026-07-02\|4.20\|5.00\|4.15\|4.20\|4.15\|24609;2026-07-03\|4.41\|5.00\|4.41\|4.41\|4.31\|71893;2026-07-06\|4.67\|5.90\|4.53\|4.84\|4.40\|178200;2026-07-07\|4.49\|-3.85\|4.68\|4.78\|4.39\|95875;2026-07-08\|4.29\|-4.45\|4.50\|4.59\|4.20\|82000;2026-07-09\|4.29\|0.00\|4.29\|4.44\|4.17\|69257;2026-07-10\|4.29\|0.00\|4.25\|4.34\|4.22\|33561;2026-07-13\|4.05\|-5.59\|4.30\|4.30\|4.01\|54809;2026-07-14\|4.08\|0.74\|4.08\|4.08\|4.08\|24
112539		算力租赁+资产赠与+林业行业原因：东吴证券指出2026年为国产AI算力兑现元年，国内token需求旺盛、供需缺口扩大，Deepseek V4主动深度适配国产算力。2026年一季度，算力租赁行业迎来了加单和涨价“量变”；商业模式升级，token分成“质变”。公司原因： 1、据2026年4月28日公告，控股股东周大福投资拟将上海博达数智科技有限公司49%股权无偿赠与公司，博达数智拥有2025年6月采购的算力设备并已与客户签订框架协议，公司算力租赁业务再获资产注入。 2、据2025年9月24日公告，周大福投资此前已将上海博达数智科技有限公司51%股权赠与公司，两次赠与完成后公司将全资控股上海博达数智科技有限公司，算力租赁资产规模进一步扩大。 3、据2025年年度报告，公司主营人造板、林化产品、营林造林及林木采伐，为云南省最大的林化产品、人造板、集装箱地板生产商和供应商。	公司一季度净利润同比减亏	2026-03-04\|19.61\|1.08\|19.20\|19.68\|19.20\|4281;2026-03-05\|19.48\|-0.66\|19.72\|19.79\|19.38\|2682;2026-03-06\|19.55\|0.36\|19.48\|19.69\|19.30\|3156;2026-03-09\|19.59\|0.20\|19.40\|19.59\|19.22\|2141;2026-03-10\|19.86\|1.38\|19.72\|19.93\|19.62\|2251;2026-03-11\|19.75\|-0.55\|19.88\|19.88\|19.61\|2891;2026-03-12\|19.85\|0.51\|19.81\|19.92\|19.65\|2522;2026-03-13\|19.69\|-0.81\|19.76\|19.94\|19.69\|2580;2026-03-16\|19.73\|0.20\|19.69\|19.79\|19.58\|2572;2026-03-17\|20.72\|5.02\|19.60\|20.72\|19.60\|9842;2026-03-18\|21.40\|3.28\|21.00\|21.65\|20.83\|18281;2026-03-19\|21.70\|1.40\|21.20\|21.79\|21.19\|10950;2026-03-20\|20.88\|-3.78\|21.68\|21.68\|20.62\|10700;2026-03-23\|19.92\|-4.60\|20.68\|20.68\|19.85\|9165;2026-03-24\|20.30\|1.91\|20.15\|20.38\|20.10\|4908;2026-03-25\|20.38\|0.39\|20.30\|20.74\|20.15\|5334;2026-03-26\|20.45\|0.34\|20.28\|20.65\|20.20\|1808;2026-03-27\|20.67\|1.08\|20.42\|20.67\|20.27\|1788;2026-03-30\|20.93\|1.26\|20.85\|21.32\|20.61\|4720;2026-03-31\|20.87\|-0.29\|20.56\|20.90\|20.30\|6475;2026-04-01\|21.38\|2.44\|20.86\|21.69\|20.78\|5533;2026-04-02\|20.98\|-1.87\|21.20\|21.38\|20.85\|3755;2026-04-03\|20.65\|-1.57\|20.98\|20.99\|20.50\|2490;2026-04-07\|20.45\|-0.97\|20.45\|20.69\|20.33\|2867;2026-04-08\|20.67\|1.08\|20.65\|20.79\|20.58\|3349;2026-04-09\|20.52\|-0.73\|20.55\|20.63\|20.34\|4380;2026-04-10\|20.49\|-0.15\|20.53\|20.61\|20.42\|4040;2026-04-13\|20.75\|1.27\|20.40\|21.25\|20.30\|5986;2026-04-14\|20.71\|-0.19\|20.77\|20.80\|20.42\|3270;2026-04-15\|20.42\|-1.40\|20.76\|20.76\|20.40\|5292;2026-04-16\|20.69\|1.32\|20.49\|20.69\|20.45\|4455;2026-04-17\|20.32\|-1.79\|20.69\|20.73\|20.20\|7347;2026-04-20\|20.50\|0.89\|20.32\|20.59\|20.02\|4455;2026-04-21\|20.25\|-1.22\|20.40\|20.50\|20.08\|5078;2026-04-22\|20.24\|-0.05\|20.18\|20.33\|20.05\|5628;2026-04-23\|21.25\|4.99\|20.30\|21.25\|20.18\|19469;2026-04-27\|21.58\|1.55\|21.19\|21.87\|20.28\|21987;2026-04-28\|22.66\|5.00\|22.66\|22.66\|22.66\|1028;2026-04-29\|22.05\|-2.69\|23.79\|23.79\|21.99\|41826;2026-04-30\|22.02\|-0.14\|21.49\|22.68\|21.00\|26267;2026-05-06\|22.00\|-0.09\|21.91\|22.62\|21.90\|9587;2026-05-07\|23.10\|5.00\|21.90\|23.10\|21.88\|20735;2026-05-08\|23.29\|0.82\|23.11\|23.89\|22.83\|20570;2026-05-11\|22.55\|-3.18\|23.23\|23.23\|22.43\|14302;2026-05-12\|21.92\|-2.79\|22.55\|22.55\|21.75\|14580;2026-05-13\|22.28\|1.64\|21.95\|22.48\|21.90\|8215;2026-05-14\|21.58\|-3.14\|22.30\|22.30\|21.50\|13056;2026-05-15\|21.80\|1.02\|21.69\|21.80\|21.18\|5245;2026-05-18\|21.41\|-1.79\|21.68\|21.83\|21.20\|7698;2026-05-19\|21.60\|0.89\|21.42\|21.85\|21.42\|5078;2026-05-20\|21.14\|-2.13\|21.55\|21.60\|21.09\|5108;2026-05-21\|20.50\|-3.03\|21.03\|21.22\|20.39\|5985;2026-05-22\|20.20\|-1.46\|20.50\|20.70\|19.91\|12153;2026-05-25\|20.11\|-0.45\|20.26\|20.37\|19.83\|11546;2026-05-26\|21.12\|5.02\|21.12\|21.12\|21.12\|756;2026-05-27\|22.18\|5.02\|22.18\|22.18\|22.18\|421;2026-05-28\|23.29\|5.00\|23.29\|23.29\|23.29\|1175;2026-05-29\|24.45\|4.98\|24.45\|24.45\|24.45\|12447;2026-06-01\|25.67\|4.99\|25.67\|25.67\|25.67\|18961;2026-06-02\|26.95\|4.99\|26.95\|26.95\|26.80\|38698;2026-06-03\|28.30\|5.01\|28.30\|28.30\|28.30\|5297;2026-06-04\|27.80\|-1.77\|29.19\|29.72\|27.23\|113628;2026-06-05\|26.41\|-5.00\|28.06\|28.28\|26.41\|48875;2026-06-08\|25.86\|-2.08\|25.09\|26.90\|25.09\|67129;2026-06-09\|24.57\|-4.99\|25.72\|25.93\|24.57\|47192;2026-06-10\|23.54\|-4.19\|24.13\|24.50\|23.34\|33896;2026-06-11\|23.59\|0.21\|24.01\|24.72\|23.20\|25030;2026-06-12\|23.59\|0.00\|23.59\|24.08\|22.77\|19140;2026-06-15\|23.28\|-1.31\|23.55\|23.65\|22.50\|23441;2026-06-16\|23.02\|-1.12\|22.93\|23.80\|22.21\|21975;2026-06-17\|22.10\|-4.00\|22.85\|23.18\|21.88\|20766;2026-06-18\|22.09\|-0.05\|22.03\|22.58\|21.68\|18910;2026-06-22\|22.10\|0.05\|22.19\|22.51\|21.48\|16826;2026-06-23\|21.85\|-1.13\|22.10\|22.88\|21.61\|17591;2026-06-24\|21.44\|-1.88\|21.30\|21.69\|21.02\|14325;2026-06-25\|20.91\|-2.47\|21.20\|21.33\|20.60\|10291;2026-06-26\|20.96\|0.24\|20.82\|21.53\|20.62\|10699;2026-06-29\|21.91\|4.53\|21.08\|22.01\|20.34\|24686;2026-06-30\|22.35\|2.01\|21.71\|22.48\|21.61\|20278;2026-07-01\|23.05\|3.13\|22.68\|23.44\|22.58\|19036;2026-07-02\|22.95\|-0.43\|22.61\|23.36\|22.60\|13754;2026-07-03\|24.10\|5.01\|22.95\|24.10\|22.77\|15912;2026-07-06\|22.60\|-6.22\|24.40\|24.40\|22.37\|19802;2026-07-07\|22.36\|-1.06\|22.33\|23.22\|22.00\|13310;2026-07-08\|22.72\|1.61\|22.19\|23.20\|22.02\|12914;2026-07-09\|22.51\|-0.92\|22.84\|23.16\|22.16\|10894;2026-07-10\|22.19\|-1.42\|22.30\|22.68\|22.00\|9884;2026-07-13\|21.74\|-2.03\|22.22\|22.29\|21.52\|7647;2026-07-14\|21.83\|0.41\|21.83\|21.83\|21.83\|21
112538		煤炭+资产注入预期+山西国资行业原因： 6月1日焦煤、焦炭期货大涨。国金证券5月28日研报表示，煤矿安监或进一步推升短期煤价，部分省份电价中枢上移。Q1火电业绩展现韧性，市场化交易与容量电价对冲长协下行，看好Q2业绩底确认后逐季改善，股息率凸显配置价值。公司原因： 1、据国信证券2026年5月3日研报，2026年受印尼煤炭减产以及地缘冲突等影响，煤价涨幅超过预期，上调公司盈利预测，预计2026-2028年公司归母净利润为25.2/25.7/26.2亿元。 2、据2026年4月28日年报，公司决定暂停收购潘家窑矿探矿权，待其投产后根据经营情况适时启动注入；据2026年5月22日互动易，公司将实施“上市公司+”战略，按“成熟一个注入一个”原则，适时注入优质资产。 3、据2026年5月21日公告，山西省国资委直接持有晋能控股集团90%股权的划转事项已完成工商变更登记，公司直接控股股东仍为晋能控股煤业集团，实际控制人仍为山西省国资委；公司以开采优质动力煤闻名，主采低灰、低硫、高发热量煤种，地处大秦铁路起点，具备品牌及区位物流优势。	公司是山西省最大的动力煤企业，在华北市场占有率较高	2026-03-04\|17.29\|1.71\|16.66\|17.53\|16.25\|447388;2026-03-05\|17.14\|-0.87\|17.00\|17.29\|16.62\|281363;2026-03-06\|16.94\|-1.17\|16.95\|17.09\|16.69\|211467;2026-03-09\|17.62\|4.01\|17.76\|18.55\|17.51\|577286;2026-03-10\|17.08\|-3.06\|17.16\|17.49\|16.96\|352416;2026-03-11\|17.20\|0.70\|16.99\|17.40\|16.87\|284838;2026-03-12\|18.64\|8.37\|17.75\|18.79\|17.01\|534004;2026-03-13\|18.15\|-2.63\|18.63\|18.87\|18.07\|330411;2026-03-16\|17.43\|-3.97\|18.16\|18.35\|17.33\|243852;2026-03-17\|17.00\|-2.47\|17.35\|17.83\|16.99\|233302;2026-03-18\|17.21\|1.24\|17.03\|17.77\|16.79\|229297;2026-03-19\|17.70\|2.85\|17.51\|17.99\|17.24\|309388;2026-03-20\|17.89\|1.07\|17.38\|18.26\|17.18\|229059;2026-03-23\|17.85\|-0.22\|18.26\|19.13\|17.48\|430690;2026-03-24\|17.50\|-1.96\|17.25\|17.81\|17.20\|253903;2026-03-25\|16.79\|-4.06\|17.00\|17.03\|16.45\|386968;2026-03-26\|16.68\|-0.66\|16.81\|17.10\|16.56\|240323;2026-03-27\|16.72\|0.24\|16.50\|16.99\|16.41\|207681;2026-03-30\|16.68\|-0.24\|16.90\|17.04\|16.37\|211827;2026-03-31\|16.43\|-1.50\|16.52\|16.70\|15.93\|269466;2026-04-01\|16.42\|-0.06\|16.08\|16.76\|15.85\|241580;2026-04-02\|16.57\|0.91\|16.44\|16.92\|16.30\|132103;2026-04-03\|16.38\|-1.15\|16.70\|16.73\|16.27\|134223;2026-04-07\|16.83\|2.75\|16.37\|16.90\|16.17\|131878;2026-04-08\|16.13\|-4.16\|16.30\|16.30\|15.55\|356064;2026-04-09\|16.15\|0.12\|16.05\|16.45\|16.02\|185218;2026-04-10\|16.54\|2.41\|16.16\|16.72\|15.98\|194695;2026-04-13\|16.41\|-0.79\|16.79\|16.88\|16.30\|129027;2026-04-14\|16.43\|0.12\|16.32\|16.48\|16.18\|94496;2026-04-15\|16.81\|2.31\|16.33\|16.96\|16.07\|183463;2026-04-16\|17.03\|1.31\|17.00\|17.29\|16.66\|218431;2026-04-17\|16.93\|-0.59\|16.96\|17.09\|16.65\|123269;2026-04-20\|16.91\|-0.12\|16.82\|17.32\|16.71\|108491;2026-04-21\|17.41\|2.96\|16.84\|17.80\|16.84\|173652;2026-04-22\|17.58\|0.98\|17.55\|17.75\|17.30\|128958;2026-04-23\|17.95\|2.10\|17.68\|18.28\|17.52\|206709;2026-04-24\|17.94\|-0.06\|17.96\|18.17\|17.71\|145420;2026-04-27\|17.95\|0.06\|17.77\|18.29\|17.64\|126779;2026-04-28\|19.09\|6.35\|16.90\|19.32\|16.88\|352721;2026-04-29\|19.32\|1.20\|19.07\|19.95\|18.90\|294118;2026-04-30\|19.33\|0.05\|19.21\|19.62\|18.80\|237693;2026-05-06\|19.32\|-0.05\|19.03\|19.37\|18.75\|230716;2026-05-07\|18.16\|-6.00\|18.93\|18.98\|17.88\|350026;2026-05-08\|17.81\|-1.93\|18.27\|18.37\|17.61\|183497;2026-05-11\|17.93\|0.67\|18.05\|18.44\|17.84\|258345;2026-05-12\|17.88\|-0.28\|17.93\|18.19\|17.78\|123635;2026-05-13\|17.28\|-3.36\|17.90\|18.08\|17.05\|230550;2026-05-14\|17.00\|-1.62\|17.28\|17.58\|17.00\|111751;2026-05-15\|17.72\|4.24\|17.00\|17.98\|16.87\|265944;2026-05-18\|18.50\|4.40\|17.62\|18.50\|17.46\|298597;2026-05-19\|17.73\|-4.16\|18.30\|18.59\|17.70\|206080;2026-05-20\|17.73\|0.00\|17.70\|18.23\|17.62\|209715;2026-05-21\|17.17\|-3.16\|17.45\|17.79\|17.11\|212480;2026-05-22\|16.80\|-2.15\|17.20\|17.33\|16.54\|229488;2026-05-25\|17.31\|3.04\|17.60\|18.04\|17.20\|281258;2026-05-26\|16.91\|-2.31\|17.22\|17.46\|16.63\|159916;2026-05-27\|17.29\|2.25\|16.88\|17.68\|16.64\|225396;2026-05-28\|17.73\|2.54\|17.30\|18.13\|17.12\|239902;2026-05-29\|18.36\|3.55\|17.73\|18.50\|17.68\|263248;2026-06-01\|20.20\|10.02\|18.42\|20.20\|18.20\|376808;2026-06-02\|20.65\|2.23\|20.78\|22.22\|20.22\|756856;2026-06-03\|21.88\|5.96\|20.20\|22.72\|19.68\|705795;2026-06-04\|22.69\|3.70\|21.40\|23.90\|20.70\|687212;2026-06-05\|22.00\|-3.04\|22.02\|22.63\|21.35\|478821;2026-06-08\|21.68\|-1.45\|21.50\|22.99\|20.98\|440867;2026-06-09\|21.30\|-1.75\|21.33\|21.91\|20.83\|372305;2026-06-10\|20.35\|-4.46\|21.07\|21.35\|20.14\|371261;2026-06-11\|20.54\|0.93\|20.50\|21.16\|20.09\|268650;2026-06-12\|20.81\|1.31\|19.96\|21.40\|19.96\|344197;2026-06-15\|19.64\|-5.62\|20.30\|20.52\|19.00\|408012;2026-06-16\|19.59\|-0.25\|19.45\|20.01\|18.86\|286287;2026-06-17\|19.10\|-2.50\|19.57\|19.60\|18.91\|180258;2026-06-18\|18.94\|-0.84\|19.18\|19.24\|18.65\|163749;2026-06-22\|19.10\|0.84\|18.80\|19.36\|18.50\|220605;2026-06-23\|18.94\|-0.84\|19.06\|19.93\|18.88\|258822;2026-06-24\|18.83\|-0.58\|18.95\|19.22\|18.35\|150235;2026-06-25\|18.40\|-2.28\|18.51\|19.28\|18.33\|221786;2026-06-26\|17.48\|-5.00\|18.57\|18.70\|17.40\|226853;2026-06-29\|18.40\|5.26\|17.52\|18.64\|17.03\|279818;2026-06-30\|17.39\|-5.49\|18.36\|18.50\|17.24\|224216;2026-07-01\|17.86\|2.70\|17.48\|18.15\|17.05\|180479;2026-07-02\|17.47\|-2.18\|17.88\|18.30\|17.36\|215372;2026-07-03\|17.76\|1.66\|17.58\|18.00\|17.55\|150718;2026-07-06\|18.45\|3.89\|17.46\|18.51\|17.38\|265313;2026-07-07\|17.70\|-4.07\|18.50\|18.68\|17.48\|207676;2026-07-08\|18.86\|6.55\|17.70\|19.47\|17.61\|360338;2026-07-09\|17.77\|-5.78\|18.69\|18.69\|17.73\|290207;2026-07-10\|17.08\|-3.88\|17.39\|17.50\|16.66\|241025;2026-07-13\|16.70\|-2.22\|16.97\|17.37\|16.30\|182269;2026-07-14\|16.90\|1.20\|16.82\|16.90\|16.71\|2246
112537		煤炭+河南国资重组+国企改革行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据中国新闻网2026年5月31日报道，印尼设立国企作为煤炭等商品的唯一出口商，自2026年6月1日起实施；据2026年6月1日21世纪经济报道，大商所焦煤期货主力合约触及涨停，涨幅8%。 2、据2026年4月3日年报，公司最终控制人为河南省人民政府国有资产监督管理委员会；据2026年1月17日收购报告书，河南省国资委以其持有的河南能源集团100%股权对平煤神马集团进行增资，完成后平煤神马集团间接持有公司84.50%的股份。 3、公司主要从事原煤开采、煤炭批发经营、煤炭洗选加工，2025年商品煤产量1089.44万吨。	河南能源集团旗下煤炭企业；此前河南省委、省政府决定对间接控股股东河南能源集团和中国平煤神马控股集团实施战略重组	2026-03-04\|7.26\|-7.87\|7.76\|7.76\|7.09\|1239151;2026-03-05\|7.07\|-2.62\|7.05\|7.20\|6.76\|929464;2026-03-06\|6.97\|-1.41\|6.95\|7.00\|6.70\|497131;2026-03-09\|6.99\|0.29\|7.30\|7.35\|6.96\|796818;2026-03-10\|6.83\|-2.29\|6.61\|6.89\|6.58\|491216;2026-03-11\|6.71\|-1.76\|6.77\|6.83\|6.62\|413924;2026-03-12\|6.87\|2.38\|6.71\|7.10\|6.66\|684979;2026-03-13\|6.86\|-0.15\|6.86\|7.08\|6.82\|593412;2026-03-16\|6.66\|-2.92\|6.81\|7.01\|6.60\|457352;2026-03-17\|6.51\|-2.25\|6.58\|6.71\|6.50\|327727;2026-03-18\|6.28\|-3.53\|6.48\|6.49\|6.23\|347240;2026-03-19\|6.56\|4.46\|6.45\|6.68\|6.37\|497444;2026-03-20\|6.21\|-5.34\|6.35\|6.36\|5.96\|399888;2026-03-23\|6.14\|-1.13\|6.31\|6.40\|6.11\|368479;2026-03-24\|6.20\|0.98\|6.00\|6.23\|5.82\|348119;2026-03-25\|6.25\|0.81\|6.08\|6.26\|5.98\|325858;2026-03-26\|6.12\|-2.08\|6.19\|6.28\|6.05\|249926;2026-03-27\|6.21\|1.47\|6.04\|6.24\|6.04\|224120;2026-03-30\|6.09\|-1.93\|6.16\|6.37\|6.06\|277648;2026-03-31\|5.84\|-4.11\|6.00\|6.14\|5.83\|308826;2026-04-01\|5.79\|-0.86\|5.84\|5.88\|5.72\|189520;2026-04-02\|5.76\|-0.52\|5.85\|5.86\|5.74\|182603;2026-04-03\|5.53\|-3.99\|5.76\|5.77\|5.43\|258844;2026-04-07\|5.67\|2.53\|5.50\|5.68\|5.46\|209761;2026-04-08\|5.76\|1.59\|5.59\|5.77\|5.56\|196010;2026-04-09\|5.69\|-1.22\|5.79\|5.82\|5.65\|169400;2026-04-10\|5.68\|-0.18\|5.68\|5.76\|5.65\|156151;2026-04-13\|5.76\|1.41\|5.68\|5.78\|5.68\|145966;2026-04-14\|5.71\|-0.87\|5.71\|5.77\|5.62\|151360;2026-04-15\|5.66\|-0.88\|5.71\|5.71\|5.62\|109392;2026-04-16\|5.72\|1.06\|5.68\|5.74\|5.61\|144451;2026-04-17\|5.67\|-0.87\|5.74\|5.74\|5.61\|128918;2026-04-20\|5.76\|1.59\|5.67\|5.80\|5.66\|203825;2026-04-21\|5.81\|0.87\|5.75\|5.83\|5.73\|168405;2026-04-22\|5.70\|-1.89\|5.82\|5.82\|5.63\|149217;2026-04-23\|5.86\|2.81\|5.66\|5.91\|5.64\|286866;2026-04-24\|5.67\|-3.24\|5.85\|5.85\|5.65\|228232;2026-04-27\|5.71\|0.71\|5.58\|5.73\|5.52\|168311;2026-04-28\|5.80\|1.58\|5.71\|5.83\|5.69\|204414;2026-04-29\|5.91\|1.90\|5.77\|5.96\|5.75\|255638;2026-04-30\|5.79\|-2.03\|5.85\|5.90\|5.74\|201948;2026-05-06\|5.86\|1.21\|5.78\|5.87\|5.73\|182031;2026-05-07\|5.70\|-2.73\|5.80\|5.86\|5.59\|297368;2026-05-08\|5.71\|0.18\|5.70\|5.75\|5.66\|169693;2026-05-11\|5.71\|0.00\|5.78\|5.82\|5.67\|185445;2026-05-12\|5.61\|-1.75\|5.73\|5.75\|5.58\|178182;2026-05-13\|5.68\|1.25\|5.62\|5.71\|5.56\|175944;2026-05-14\|5.46\|-3.87\|5.69\|5.71\|5.46\|205798;2026-05-15\|5.42\|-0.73\|5.43\|5.52\|5.34\|168566;2026-05-18\|5.47\|0.92\|5.48\|5.51\|5.32\|130975;2026-05-19\|5.48\|0.18\|5.45\|5.49\|5.38\|131118;2026-05-20\|5.33\|-2.74\|5.48\|5.50\|5.31\|138847;2026-05-21\|5.10\|-4.32\|5.33\|5.36\|5.09\|169196;2026-05-22\|5.17\|1.37\|5.16\|5.22\|5.05\|138392;2026-05-25\|5.17\|0.00\|5.39\|5.43\|5.13\|260559;2026-05-26\|5.09\|-1.55\|5.14\|5.25\|5.01\|211059;2026-05-27\|5.01\|-1.57\|5.05\|5.09\|4.90\|196260;2026-05-28\|5.02\|0.20\|5.00\|5.15\|4.96\|179522;2026-05-29\|5.05\|0.60\|5.04\|5.16\|5.00\|200366;2026-06-01\|5.56\|10.10\|5.06\|5.56\|5.01\|440834;2026-06-02\|6.12\|10.07\|6.11\|6.12\|6.03\|250361;2026-06-03\|6.73\|9.97\|6.73\|6.73\|6.28\|966487;2026-06-04\|7.40\|9.96\|7.40\|7.40\|7.40\|264789;2026-06-05\|8.14\|10.00\|7.40\|8.14\|7.35\|2130824;2026-06-08\|8.95\|9.95\|8.23\|8.95\|8.23\|2156383;2026-06-09\|8.06\|-9.94\|8.06\|8.58\|8.06\|1747374;2026-06-10\|7.65\|-5.09\|7.80\|8.68\|7.58\|1911811;2026-06-11\|8.05\|5.23\|7.80\|8.42\|7.80\|2001902;2026-06-12\|7.25\|-9.94\|7.25\|7.45\|7.25\|941339;2026-06-15\|6.53\|-9.93\|6.60\|6.73\|6.53\|325073;2026-06-16\|6.62\|1.38\|6.29\|6.85\|6.14\|1722518;2026-06-17\|6.22\|-6.04\|6.52\|6.53\|6.16\|1295371;2026-06-18\|6.01\|-3.38\|6.14\|6.30\|5.97\|890032;2026-06-22\|6.28\|4.49\|6.00\|6.32\|5.97\|973758;2026-06-23\|6.23\|-0.80\|6.18\|6.64\|6.18\|968010;2026-06-24\|5.71\|-8.35\|6.23\|6.23\|5.61\|1016281;2026-06-25\|5.66\|-0.88\|5.58\|5.87\|5.50\|747189;2026-06-26\|5.49\|-3.00\|5.67\|5.73\|5.39\|545892;2026-06-29\|5.57\|1.46\|5.50\|5.60\|5.40\|426092;2026-06-30\|5.29\|-5.03\|5.50\|5.52\|5.24\|498257;2026-07-01\|5.43\|2.65\|5.26\|5.49\|5.24\|416493;2026-07-02\|5.33\|-1.84\|5.38\|5.79\|5.31\|572805;2026-07-03\|5.34\|0.19\|5.33\|5.44\|5.29\|357286;2026-07-06\|5.35\|0.19\|5.29\|5.48\|5.27\|477551;2026-07-07\|5.03\|-5.98\|5.28\|5.32\|4.99\|484437;2026-07-08\|4.82\|-4.17\|5.02\|5.06\|4.78\|453835;2026-07-09\|4.76\|-1.24\|4.74\|4.92\|4.69\|419849;2026-07-10\|4.91\|3.15\|4.68\|5.05\|4.60\|527121;2026-07-13\|4.65\|-5.30\|4.91\|5.01\|4.62\|401854;2026-07-14\|4.69\|0.86\|4.66\|4.70\|4.66\|2172
112536		煤炭+机器人+算力中心+郑州国资行业原因：光大期货指出，山西地区煤矿受各类检查加严影响，同时处于六月安全月，整体产能释放仍受限制，炼焦煤供应偏紧格局延续，预计短期焦煤盘面偏强运行。公司原因： 1、据2024年12月2日互动易，公司旗下郑州曙光云科技有限公司开发有矿用巡检机器人，主要应用于皮带巡检、泵房巡检等场景。 2、据2025年11月15日机构调研，公司已建成省内煤炭行业首个全信创智算中心，并与中科曙光合作推进数智化转型，相关业务已有少量订单和收入贡献。 3、据2026年3月28日年报，公司主营业务为煤炭开采、洗选加工与销售，2025年实现煤炭产量710万吨。 4、据2026年3月28日年报，公司控股股东为郑州煤炭工业集团有限责任公司，最终控制人为郑州市人民政府国有资产监督管理委员会。	1、实控人河南省国资委；公司是郑州煤炭龙头，拥有部分火电业务，参股公司复晟铝业（持股40%）拥有氧化铝粉产能； 2、两大煤矿有望注入公司，未来或新增可采储量16.2亿吨	2026-03-04\|4.78\|-2.45\|4.82\|4.85\|4.58\|826294;2026-03-05\|4.78\|0.00\|4.73\|4.84\|4.64\|619917;2026-03-06\|4.74\|-0.84\|4.69\|4.77\|4.59\|503410;2026-03-09\|4.82\|1.69\|4.92\|5.01\|4.81\|910223;2026-03-10\|4.68\|-2.90\|4.59\|4.82\|4.59\|611765;2026-03-11\|4.67\|-0.21\|4.69\|4.69\|4.54\|498140;2026-03-12\|5.14\|10.06\|4.71\|5.14\|4.65\|1376476;2026-03-13\|5.65\|9.92\|5.65\|5.65\|5.65\|715968;2026-03-16\|5.28\|-6.55\|5.72\|5.85\|5.15\|2669847;2026-03-17\|5.23\|-0.95\|5.09\|5.41\|5.08\|1830622;2026-03-18\|4.92\|-5.93\|5.17\|5.26\|4.88\|1447990;2026-03-19\|4.84\|-1.63\|5.09\|5.13\|4.81\|1350405;2026-03-20\|5.09\|5.17\|4.75\|5.32\|4.68\|2086487;2026-03-23\|5.43\|6.68\|5.10\|5.60\|5.00\|2437240;2026-03-24\|5.29\|-2.58\|5.15\|5.34\|4.99\|1717082;2026-03-25\|5.52\|4.35\|5.08\|5.61\|4.84\|2064706;2026-03-26\|5.34\|-3.26\|5.50\|5.55\|5.23\|1454634;2026-03-27\|5.17\|-3.18\|5.29\|5.54\|5.14\|1255353;2026-03-30\|5.32\|2.90\|5.30\|5.69\|5.26\|2125800;2026-03-31\|4.82\|-9.40\|5.27\|5.34\|4.81\|1777415;2026-04-01\|4.58\|-4.98\|4.72\|4.82\|4.56\|1170683;2026-04-02\|4.60\|0.44\|4.59\|4.75\|4.56\|890279;2026-04-03\|4.20\|-8.70\|4.53\|4.56\|4.18\|1007070;2026-04-07\|4.26\|1.43\|4.14\|4.29\|4.06\|598122;2026-04-08\|4.29\|0.70\|4.13\|4.29\|4.13\|718997;2026-04-09\|4.22\|-1.63\|4.27\|4.34\|4.19\|468282;2026-04-10\|4.20\|-0.47\|4.22\|4.26\|4.18\|416029;2026-04-13\|4.30\|2.38\|4.27\|4.33\|4.19\|632435;2026-04-14\|4.21\|-2.09\|4.24\|4.28\|4.17\|469130;2026-04-15\|4.13\|-1.90\|4.20\|4.20\|4.11\|353760;2026-04-16\|4.17\|0.97\|4.10\|4.18\|4.09\|319313;2026-04-17\|4.09\|-1.92\|4.16\|4.17\|4.08\|328443;2026-04-20\|4.17\|1.96\|4.10\|4.18\|4.08\|391610;2026-04-21\|4.18\|0.24\|4.14\|4.20\|4.11\|380785;2026-04-22\|4.15\|-0.72\|4.18\|4.19\|4.14\|278516;2026-04-23\|4.18\|0.72\|4.13\|4.20\|4.10\|441807;2026-04-24\|4.17\|-0.24\|4.17\|4.28\|4.12\|514796;2026-04-27\|4.15\|-0.48\|4.00\|4.16\|3.89\|517656;2026-04-28\|4.20\|1.20\|4.11\|4.22\|4.09\|433096;2026-04-29\|4.29\|2.14\|4.20\|4.33\|4.17\|558140;2026-04-30\|4.25\|-0.93\|4.30\|4.35\|4.20\|396592;2026-05-06\|4.30\|1.18\|4.25\|4.30\|4.16\|416525;2026-05-07\|4.17\|-3.02\|4.26\|4.26\|4.13\|555574;2026-05-08\|4.18\|0.24\|4.20\|4.21\|4.15\|308786;2026-05-11\|4.23\|1.20\|4.21\|4.29\|4.18\|471902;2026-05-12\|4.16\|-1.65\|4.22\|4.23\|4.13\|336999;2026-05-13\|4.29\|3.12\|4.17\|4.35\|4.14\|727122;2026-05-14\|4.18\|-2.56\|4.28\|4.34\|4.17\|531374;2026-05-15\|4.13\|-1.20\|4.18\|4.20\|4.06\|417005;2026-05-18\|4.28\|3.63\|4.13\|4.29\|4.10\|605969;2026-05-19\|4.39\|2.57\|4.27\|4.40\|4.20\|660170;2026-05-20\|4.19\|-4.56\|4.39\|4.42\|4.16\|592406;2026-05-21\|4.02\|-4.06\|4.15\|4.19\|4.01\|593902;2026-05-22\|4.11\|2.24\|4.03\|4.14\|4.01\|334949;2026-05-25\|4.29\|4.38\|4.51\|4.52\|4.21\|1157796;2026-05-26\|4.10\|-4.43\|4.13\|4.26\|4.06\|841976;2026-05-27\|4.16\|1.46\|4.05\|4.29\|4.03\|657507;2026-05-28\|4.15\|-0.24\|4.10\|4.23\|4.10\|511610;2026-05-29\|4.27\|2.89\|4.12\|4.32\|4.10\|859748;2026-06-01\|4.70\|10.07\|4.27\|4.70\|4.22\|1231767;2026-06-02\|5.17\|10.00\|5.07\|5.17\|4.95\|2047257;2026-06-03\|5.69\|10.06\|5.10\|5.69\|4.93\|2919636;2026-06-04\|5.70\|0.18\|5.69\|6.25\|5.56\|3137535;2026-06-05\|5.22\|-8.42\|5.64\|5.83\|5.22\|2332002;2026-06-08\|5.25\|0.57\|5.21\|5.60\|5.11\|2126436;2026-06-09\|4.85\|-7.62\|5.06\|5.10\|4.73\|1928127;2026-06-10\|4.57\|-5.77\|4.80\|4.92\|4.50\|1493211;2026-06-11\|4.46\|-2.41\|4.57\|4.82\|4.41\|1184045;2026-06-12\|4.51\|1.12\|4.37\|4.70\|4.27\|1363621;2026-06-15\|4.47\|-0.89\|4.46\|4.49\|4.38\|812146;2026-06-16\|4.38\|-2.01\|4.40\|4.41\|4.24\|746416;2026-06-17\|4.23\|-3.42\|4.34\|4.35\|4.19\|713151;2026-06-18\|4.08\|-3.55\|4.23\|4.24\|4.06\|639957;2026-06-22\|4.14\|1.47\|4.09\|4.16\|3.98\|676695;2026-06-23\|4.18\|0.97\|4.09\|4.28\|4.07\|777935;2026-06-24\|3.82\|-8.61\|4.15\|4.16\|3.77\|1021611;2026-06-25\|3.74\|-2.09\|3.85\|3.87\|3.69\|518186;2026-06-26\|3.60\|-3.74\|3.73\|3.75\|3.58\|481320;2026-06-29\|3.65\|1.39\|3.60\|3.68\|3.52\|375004;2026-06-30\|3.58\|-1.92\|3.60\|3.66\|3.51\|401242;2026-07-01\|3.65\|1.96\|3.55\|3.70\|3.52\|425437;2026-07-02\|3.63\|-0.55\|3.61\|3.78\|3.60\|500551;2026-07-03\|3.66\|0.83\|3.63\|3.67\|3.61\|363505;2026-07-06\|3.70\|1.09\|3.63\|3.70\|3.60\|466632;2026-07-07\|3.48\|-5.95\|3.68\|3.69\|3.45\|528823;2026-07-08\|3.49\|0.29\|3.48\|3.62\|3.47\|429825;2026-07-09\|3.45\|-1.15\|3.45\|3.52\|3.34\|417994;2026-07-10\|3.54\|2.61\|3.41\|3.63\|3.35\|622050;2026-07-13\|3.44\|-2.82\|3.56\|3.62\|3.41\|386483;2026-07-14\|3.47\|0.87\|3.45\|3.48\|3.45\|2774
112535	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	G5级湿电子化学品+存储芯片+上海国资拟入主行业原因：据央视财经6月15日报道，多家特气生产企业负责人表示，在手订单大幅增加，产线处于高负荷运转状态。六氟化钨供需缺口扩大，推动产品价格进入上行通道。有企业负责人表示，近期氦气需求大幅攀升，一天一个价，目前每日生产量较年初翻倍。公司原因： 1、据2024年10月22日投资者关系活动记录表，公司G5等级产品主要用于12英寸晶圆制造先进制程的存储芯片、逻辑芯片以及成熟制程的功率器件芯片等；据2026年4月25日年报，公司镇江基地G5等级产品已全面导入成熟制程与先进制程领域，并大量应用于部分12英寸半导体标杆客户。 2、据2026年4月25日年报，公司是国内为数不多的具备为半导体、平板显示及新能源三大领域全系列湿电子化学品供应企业之一，产品线等级已从G2-G4延展至最高G5等级，实现SEMI等级全覆盖。 3、据2026年6月2日公告，控股股东淄博星恒途松与上海福迅科技签署《附条件生效的股份转让协议之补充协议》，拟转让其所持公司23.96%股份，转让完成后公司实控人将变更为上海市国资委。	公司是国内湿电子化学品行业的领先企业之一；公司生产的光刻胶配套试剂主要用于下游半导体和平板显示领域	2026-03-04\|23.75\|0.00\|23.30\|24.40\|23.28\|138215;2026-03-05\|23.97\|0.93\|24.19\|24.54\|23.84\|130118;2026-03-06\|23.77\|-0.83\|23.97\|24.09\|23.70\|109939;2026-03-09\|23.54\|-0.97\|23.39\|23.68\|22.66\|139181;2026-03-10\|23.96\|1.78\|23.82\|24.08\|23.70\|89925;2026-03-11\|23.94\|-0.08\|23.96\|24.35\|23.81\|103489;2026-03-12\|23.44\|-2.09\|23.85\|24.02\|23.22\|97290;2026-03-13\|23.22\|-0.94\|23.17\|23.80\|23.09\|87229;2026-03-16\|24.48\|5.43\|23.33\|24.75\|23.10\|230394;2026-03-17\|23.52\|-3.92\|24.49\|24.50\|23.52\|172218;2026-03-18\|24.13\|2.59\|23.52\|24.13\|23.38\|127249;2026-03-19\|23.42\|-2.94\|23.60\|23.73\|23.16\|132541;2026-03-20\|22.49\|-3.97\|23.39\|23.59\|22.48\|125416;2026-03-23\|21.24\|-5.56\|22.15\|22.27\|21.04\|151387;2026-03-24\|21.82\|2.73\|21.73\|21.88\|21.02\|96692;2026-03-25\|22.15\|1.51\|21.97\|22.35\|21.83\|93423;2026-03-26\|21.75\|-1.81\|22.00\|22.25\|21.60\|67887;2026-03-27\|22.28\|2.44\|21.50\|22.36\|21.46\|79938;2026-03-30\|22.25\|-0.13\|21.84\|22.34\|21.75\|62558;2026-03-31\|21.69\|-2.52\|22.13\|22.19\|21.66\|73334;2026-04-01\|22.10\|1.89\|22.10\|22.24\|21.88\|63401;2026-04-02\|21.53\|-2.58\|22.00\|22.06\|21.30\|59135;2026-04-03\|21.42\|-0.51\|21.53\|21.75\|21.19\|50496;2026-04-07\|21.68\|1.21\|21.40\|21.90\|21.40\|54473;2026-04-08\|22.99\|6.04\|22.14\|23.08\|21.79\|140517;2026-04-09\|22.97\|-0.09\|22.63\|23.26\|22.60\|101939;2026-04-10\|22.93\|-0.17\|23.28\|23.32\|22.88\|91155;2026-04-13\|22.78\|-0.65\|22.59\|23.08\|22.55\|61586;2026-04-14\|23.02\|1.05\|23.00\|23.16\|22.79\|73739;2026-04-15\|22.72\|-1.30\|23.20\|23.25\|22.66\|75406;2026-04-16\|23.16\|1.94\|22.71\|23.23\|22.66\|84214;2026-04-17\|23.28\|0.52\|23.20\|23.39\|22.91\|91748;2026-04-20\|23.63\|1.50\|23.28\|23.75\|23.25\|110788;2026-04-21\|24.08\|1.90\|23.63\|24.32\|23.27\|163938;2026-04-22\|23.93\|-0.62\|23.87\|24.49\|23.60\|129654;2026-04-23\|23.65\|-1.17\|24.50\|24.74\|23.55\|199115;2026-04-24\|23.82\|0.72\|23.60\|24.27\|23.33\|206123;2026-04-27\|24.54\|3.02\|23.88\|24.99\|23.88\|265407;2026-04-28\|24.81\|1.10\|24.17\|25.25\|24.17\|253982;2026-04-29\|24.13\|-2.74\|24.49\|24.60\|23.72\|190108;2026-04-30\|24.81\|2.82\|24.30\|24.93\|24.27\|224604;2026-05-06\|26.25\|5.80\|25.75\|26.54\|25.38\|353366;2026-05-07\|27.34\|4.15\|26.30\|27.50\|25.77\|390399;2026-05-08\|26.37\|-3.55\|26.88\|26.93\|26.26\|283391;2026-05-11\|28.61\|8.49\|26.75\|29.00\|26.25\|471290;2026-05-12\|28.22\|-1.36\|28.33\|28.60\|27.39\|331426;2026-05-13\|27.93\|-1.03\|27.60\|28.33\|27.05\|238713;2026-05-14\|27.50\|-1.54\|28.00\|28.77\|27.50\|276156;2026-05-15\|30.25\|10.00\|28.00\|30.25\|28.00\|492811;2026-05-18\|32.30\|6.78\|30.00\|32.77\|29.33\|663153;2026-05-19\|35.08\|8.61\|31.43\|35.36\|31.03\|538317;2026-05-20\|35.24\|0.46\|34.33\|35.45\|33.80\|473915;2026-05-21\|34.94\|-0.85\|36.08\|38.50\|34.76\|613974;2026-05-22\|34.25\|-1.97\|34.81\|35.74\|33.81\|465674;2026-05-25\|34.65\|1.17\|34.20\|35.57\|33.51\|469545;2026-05-26\|33.14\|-4.36\|33.80\|34.43\|32.61\|345937;2026-05-27\|32.16\|-2.96\|33.11\|33.80\|31.90\|302624;2026-05-28\|33.60\|4.48\|32.67\|33.74\|32.00\|284230;2026-05-29\|34.70\|3.27\|34.00\|36.96\|34.00\|558334;2026-06-01\|34.00\|-2.02\|34.80\|36.00\|33.79\|385931;2026-06-02\|36.12\|6.24\|34.50\|37.40\|34.50\|520236;2026-06-03\|35.71\|-1.14\|35.01\|36.20\|34.50\|463709;2026-06-04\|37.78\|5.80\|35.10\|38.60\|34.90\|480866;2026-06-05\|41.56\|10.01\|37.00\|41.56\|36.00\|586327;2026-06-08\|42.84\|3.08\|38.99\|45.01\|38.99\|720407;2026-06-09\|45.44\|6.07\|43.50\|46.02\|41.52\|579751;2026-06-10\|45.70\|0.57\|44.20\|46.69\|44.10\|410952;2026-06-11\|46.36\|1.44\|44.90\|48.22\|42.44\|563968;2026-06-12\|41.72\|-10.01\|47.00\|47.00\|41.72\|522148;2026-06-15\|42.76\|2.49\|42.00\|43.29\|39.88\|495801;2026-06-16\|47.04\|10.01\|43.00\|47.04\|42.58\|452977;2026-06-17\|47.28\|0.64\|46.53\|49.40\|46.53\|433339;2026-06-18\|46.24\|-2.20\|47.05\|47.50\|45.39\|363424;2026-06-22\|45.87\|-0.80\|46.16\|46.67\|44.86\|336121;2026-06-23\|44.30\|-3.42\|46.01\|47.43\|43.68\|360893;2026-06-24\|46.15\|4.18\|43.55\|47.18\|41.40\|412549;2026-06-25\|45.89\|-0.56\|47.00\|47.10\|43.46\|419387;2026-06-26\|47.95\|4.49\|45.00\|48.05\|44.71\|475903;2026-06-29\|44.93\|-6.30\|50.41\|50.98\|43.16\|688477;2026-06-30\|49.42\|9.99\|43.61\|49.42\|43.50\|446616;2026-07-01\|52.66\|6.56\|51.50\|54.36\|50.00\|679700;2026-07-02\|56.90\|8.05\|50.21\|57.93\|47.39\|718705;2026-07-03\|56.26\|-1.12\|54.44\|59.50\|51.21\|754969;2026-07-06\|57.70\|2.56\|57.00\|59.49\|50.98\|643138;2026-07-07\|52.97\|-8.20\|55.10\|56.26\|52.18\|436857;2026-07-08\|47.95\|-9.48\|53.00\|55.12\|47.89\|434400;2026-07-09\|51.01\|6.38\|48.48\|52.75\|46.55\|522676;2026-07-10\|46.58\|-8.68\|51.45\|53.50\|46.58\|485972;2026-07-13\|41.92\|-10.00\|44.47\|46.26\|41.92\|335489;2026-07-14\|40.88\|-2.48\|41.50\|41.50\|40.88\|2326
112534	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	涨停揭秘：子公司获半导体掩模版直写光刻机订单，叠加存储产业链情绪升温，设备端国产替代逻辑共振；涨停缘由：子公司洪镭光学斩获关键设备订单，填补国内高端掩模版制造装备空白；公司具备光刻+镀膜+检测全链条能力，直接受益于先进封装对高精度掩模版需求激增；资金逻辑：游资主导拉升，开源证券西安太华路营业部三日净买入超亿元，换手率连续两日超25%，量价配合明显，显示短线资金抢筹设备卡点环节；风险提示：订单尚未披露金额与交付周期，主业仍以传统光学为主，半导体设备营收占比低，业绩兑现存在不确定性	子公司洪镭光学获得半导体掩模版直写光刻机订单	2026-03-04\|39.55\|-1.05\|38.70\|40.26\|38.61\|42318;2026-03-05\|40.06\|1.29\|40.08\|40.45\|39.58\|27814;2026-03-06\|39.22\|-2.10\|39.85\|39.86\|38.92\|33118;2026-03-09\|38.54\|-1.73\|39.22\|39.22\|37.91\|34898;2026-03-10\|38.62\|0.21\|38.96\|39.18\|38.45\|22144;2026-03-11\|39.50\|2.28\|38.68\|40.04\|38.32\|52398;2026-03-12\|38.66\|-2.13\|39.40\|39.73\|38.57\|31703;2026-03-13\|38.70\|0.10\|38.66\|39.98\|38.66\|32807;2026-03-16\|39.23\|1.37\|38.75\|39.40\|38.30\|26936;2026-03-17\|37.81\|-3.62\|39.30\|39.30\|37.80\|38538;2026-03-18\|38.52\|1.88\|37.82\|38.80\|37.50\|33874;2026-03-19\|37.32\|-3.12\|38.11\|39.02\|37.06\|38948;2026-03-20\|36.83\|-1.31\|37.88\|37.88\|36.82\|25767;2026-03-23\|34.60\|-6.05\|35.60\|37.03\|34.45\|46229;2026-03-24\|35.28\|1.97\|35.17\|35.59\|34.21\|25721;2026-03-25\|37.35\|5.87\|35.44\|38.27\|35.37\|65456;2026-03-26\|37.08\|-0.72\|37.35\|37.65\|36.52\|33266;2026-03-27\|38.02\|2.54\|36.50\|38.50\|36.50\|39823;2026-03-30\|38.65\|1.66\|37.86\|38.98\|37.73\|32623;2026-03-31\|38.12\|-1.37\|38.68\|38.99\|37.74\|26552;2026-04-01\|39.15\|2.70\|38.88\|39.38\|38.44\|35753;2026-04-02\|39.05\|-0.26\|38.81\|39.54\|38.70\|28464;2026-04-03\|37.98\|-2.74\|39.28\|39.33\|37.77\|28020;2026-04-07\|38.52\|1.42\|37.95\|39.12\|37.90\|27440;2026-04-08\|40.29\|4.59\|39.10\|40.30\|38.99\|36893;2026-04-09\|40.12\|-0.42\|40.00\|41.00\|39.56\|44561;2026-04-10\|43.61\|8.70\|40.01\|44.13\|40.01\|121550;2026-04-13\|47.97\|10.00\|43.59\|47.97\|43.37\|126282;2026-04-14\|48.41\|0.92\|48.14\|49.50\|47.70\|123720;2026-04-15\|46.52\|-3.90\|48.60\|49.18\|46.39\|89392;2026-04-16\|46.51\|-0.02\|46.64\|47.09\|45.92\|63411;2026-04-17\|47.49\|2.11\|46.59\|48.49\|46.15\|56756;2026-04-20\|47.73\|0.51\|47.40\|49.00\|45.00\|106225;2026-04-21\|49.02\|2.70\|48.50\|49.60\|46.81\|80668;2026-04-22\|49.03\|0.02\|48.54\|49.50\|48.18\|65186;2026-04-23\|48.05\|-2.00\|48.00\|50.28\|47.88\|80897;2026-04-24\|47.45\|-1.25\|48.00\|49.79\|46.72\|90937;2026-04-27\|51.50\|8.54\|48.66\|52.00\|48.60\|118189;2026-04-28\|51.00\|-0.97\|50.67\|51.80\|50.12\|68180;2026-04-29\|48.76\|-4.39\|50.10\|52.50\|46.77\|130373;2026-04-30\|51.92\|6.48\|47.00\|52.04\|46.99\|115758;2026-05-06\|52.38\|0.89\|51.91\|53.80\|51.11\|89533;2026-05-07\|53.91\|2.92\|52.38\|54.50\|51.41\|68755;2026-05-08\|55.12\|2.24\|53.51\|55.88\|53.06\|71805;2026-05-11\|55.84\|1.31\|55.11\|56.49\|53.51\|109152;2026-05-12\|58.21\|4.24\|55.84\|58.68\|55.23\|102920;2026-05-13\|57.61\|-1.03\|57.50\|58.50\|56.32\|121713;2026-05-14\|57.20\|-0.71\|57.00\|59.59\|54.76\|96401;2026-05-15\|57.36\|0.28\|56.93\|59.18\|56.12\|73280;2026-05-18\|55.94\|-2.48\|56.30\|58.40\|55.15\|77827;2026-05-19\|57.60\|2.97\|55.52\|57.64\|54.01\|76427;2026-05-20\|58.90\|2.26\|57.62\|59.27\|57.62\|71369;2026-05-21\|56.93\|-3.34\|59.46\|62.88\|56.66\|104044;2026-05-22\|62.62\|9.99\|56.93\|62.62\|56.93\|111392;2026-05-25\|64.60\|3.16\|68.42\|68.52\|62.20\|160217;2026-05-26\|65.50\|1.39\|64.79\|66.06\|61.62\|101763;2026-05-27\|61.01\|-6.86\|67.00\|67.50\|59.80\|110554;2026-05-28\|61.18\|0.28\|61.31\|62.00\|59.60\|67966;2026-05-29\|61.76\|0.95\|62.58\|66.51\|59.00\|134983;2026-06-01\|65.99\|6.85\|61.89\|67.94\|60.58\|175350;2026-06-02\|70.99\|7.58\|63.50\|72.59\|63.50\|187970;2026-06-03\|75.87\|6.87\|70.92\|75.97\|68.01\|198416;2026-06-04\|77.00\|1.49\|74.20\|80.40\|73.70\|183792;2026-06-05\|76.55\|-0.58\|76.00\|80.49\|72.60\|141042;2026-06-08\|72.88\|-4.79\|72.96\|76.68\|70.13\|124310;2026-06-09\|75.00\|2.91\|74.00\|76.29\|73.07\|81033;2026-06-10\|79.00\|5.33\|74.30\|82.30\|73.30\|122016;2026-06-11\|74.30\|-5.95\|79.13\|79.13\|72.00\|113178;2026-06-12\|68.03\|-8.44\|75.79\|76.50\|67.52\|150935;2026-06-15\|74.83\|10.00\|68.85\|74.83\|68.58\|102484;2026-06-16\|80.60\|7.71\|77.20\|81.19\|76.01\|115101;2026-06-17\|81.33\|0.91\|79.84\|81.80\|77.50\|105645;2026-06-18\|80.62\|-0.87\|81.00\|81.80\|78.71\|74070;2026-06-22\|76.69\|-4.87\|80.61\|83.62\|74.71\|122807;2026-06-23\|74.41\|-2.97\|75.08\|76.98\|73.25\|66323;2026-06-24\|77.23\|3.79\|74.52\|77.77\|71.98\|74242;2026-06-25\|84.95\|10.00\|80.03\|84.95\|78.00\|77643;2026-06-26\|88.46\|4.13\|86.15\|92.23\|83.40\|152233;2026-06-29\|81.10\|-8.32\|88.55\|88.95\|79.61\|115679;2026-06-30\|81.29\|0.23\|81.20\|83.82\|78.80\|93478;2026-07-01\|81.20\|-0.11\|82.00\|86.18\|76.50\|118321;2026-07-02\|79.66\|-1.90\|77.00\|83.56\|75.99\|81582;2026-07-03\|76.86\|-3.51\|78.00\|81.56\|76.86\|70746;2026-07-06\|84.55\|10.01\|76.14\|84.55\|76.14\|204952;2026-07-07\|86.30\|2.07\|84.55\|88.15\|82.34\|158550;2026-07-08\|79.10\|-8.34\|88.03\|88.03\|78.75\|104004;2026-07-09\|82.60\|4.42\|79.91\|84.23\|77.00\|111466;2026-07-10\|84.38\|2.15\|83.00\|90.50\|81.13\|125759;2026-07-13\|81.82\|-3.03\|82.25\|87.40\|78.63\|113664;2026-07-14\|81.28\|-0.66\|81.00\|81.82\|80.82\|229
112533	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	定增+高速通信芯片+人形机器人行业原因：据财闻，2026年陆家嘴论坛释放科创板、创业板改革多重信号，政策定调“扶优扶科”，两大科技成长板块同步迎来明确催化窗口。公司原因： 1、据2026年6月4日及6月10日异常波动公告与互动易，公司近期披露拟向特定对象发行股票募资不超13.61亿元，用于面向数据中心与汽车场景的新一代高速通信芯片研发及产业化项目，该定增事项已通过股东会审议，目前处于推进阶段。 2、据2025年年度报告，公司基于以太网物理层芯片技术积累，已开发适配机器人运动控制的通信产品，当前应用于工业协作机器人及人形机器人原型机通信模块。 3、据2025年年度报告及2026年一季报，公司2025年营收6.17亿元，同比增长55.62%；2026年一季度营收1.42亿元，同比增长74.83%，网通及车载多款芯片持续放量。	公司车载以太网物理层芯片已进入广汽、北汽、上汽、吉利、一汽红旗等汽车行业知名客户供应链	2026-03-04\|127.03\|-2.27\|128.26\|133.67\|126.60\|25230;2026-03-05\|126.98\|-0.04\|129.98\|131.76\|125.50\|21480;2026-03-06\|129.95\|2.34\|125.50\|133.49\|125.50\|20355;2026-03-09\|128.23\|-1.32\|123.96\|129.63\|120.65\|23233;2026-03-10\|133.16\|3.84\|129.96\|135.21\|129.10\|21206;2026-03-11\|128.52\|-3.48\|134.10\|135.78\|128.47\|22676;2026-03-12\|127.64\|-0.68\|128.36\|132.00\|125.62\|18659;2026-03-13\|129.20\|1.22\|125.92\|135.66\|122.98\|29522;2026-03-16\|126.78\|-1.87\|128.29\|128.88\|123.27\|19657;2026-03-17\|121.43\|-4.22\|127.00\|127.00\|121.33\|17515;2026-03-18\|126.00\|3.76\|123.36\|126.70\|121.61\|17254;2026-03-19\|124.41\|-1.26\|124.00\|125.90\|123.25\|15000;2026-03-20\|121.68\|-2.19\|126.74\|127.50\|121.68\|15362;2026-03-23\|113.38\|-6.82\|118.50\|119.99\|112.00\|20529;2026-03-24\|120.83\|6.57\|115.66\|122.02\|111.60\|20379;2026-03-25\|123.20\|1.96\|120.76\|124.93\|120.76\|13685;2026-03-26\|119.32\|-3.15\|121.53\|122.96\|118.23\|12946;2026-03-27\|119.50\|0.15\|117.23\|121.24\|115.68\|10739;2026-03-30\|121.13\|1.36\|117.66\|122.30\|116.30\|11539;2026-03-31\|116.69\|-3.67\|120.00\|121.41\|116.51\|10855;2026-04-01\|121.80\|4.38\|120.03\|123.50\|120.03\|16810;2026-04-02\|116.88\|-4.04\|120.38\|121.68\|115.58\|14839;2026-04-03\|117.29\|0.35\|117.63\|119.35\|115.80\|11972;2026-04-07\|120.66\|2.87\|117.58\|123.85\|117.58\|14710;2026-04-08\|129.17\|7.05\|125.00\|129.50\|124.04\|20488;2026-04-09\|127.94\|-0.95\|127.50\|130.38\|127.00\|15210;2026-04-10\|127.40\|-0.42\|128.90\|130.98\|127.25\|13676;2026-04-13\|127.11\|-0.23\|126.00\|131.66\|126.00\|15794;2026-04-14\|126.45\|-0.52\|128.40\|129.69\|125.88\|17512;2026-04-15\|126.60\|0.12\|127.50\|130.44\|126.14\|17775;2026-04-16\|128.97\|1.87\|127.10\|129.52\|126.38\|15747;2026-04-17\|132.42\|2.67\|128.87\|133.48\|127.88\|22995;2026-04-20\|130.08\|-1.77\|132.58\|134.00\|129.50\|19387;2026-04-21\|127.00\|-2.37\|129.53\|130.00\|125.25\|19212;2026-04-22\|132.50\|4.33\|129.03\|132.50\|126.64\|22735;2026-04-23\|129.36\|-2.37\|132.00\|133.88\|127.06\|20851;2026-04-24\|133.36\|3.09\|128.84\|135.64\|127.79\|28466;2026-04-27\|135.03\|1.25\|133.00\|136.42\|132.05\|25844;2026-04-28\|130.15\|-3.61\|136.90\|137.84\|128.80\|46306;2026-04-29\|152.18\|16.93\|129.15\|156.18\|128.22\|88387;2026-04-30\|172.60\|13.42\|152.00\|176.00\|152.00\|98148;2026-05-06\|166.73\|-3.40\|172.85\|174.40\|163.30\|76191;2026-05-07\|183.29\|9.93\|168.00\|189.23\|167.30\|70203;2026-05-08\|188.06\|2.60\|180.43\|190.00\|173.10\|66725;2026-05-11\|210.55\|11.96\|199.34\|225.67\|197.55\|91028;2026-05-12\|209.90\|-0.31\|208.59\|212.66\|200.00\|77204;2026-05-13\|215.80\|2.81\|203.60\|225.15\|201.99\|68745;2026-05-14\|210.10\|-2.64\|213.80\|221.00\|206.36\|59965;2026-05-15\|206.50\|-1.71\|216.04\|223.00\|202.00\|63995;2026-05-18\|212.49\|2.90\|206.50\|222.42\|205.00\|50125;2026-05-19\|225.03\|5.90\|212.38\|228.80\|212.38\|67381;2026-05-20\|238.54\|6.00\|226.00\|242.42\|222.23\|59121;2026-05-21\|217.00\|-9.03\|243.00\|244.99\|216.00\|70763;2026-05-22\|216.08\|-0.42\|221.12\|225.00\|208.89\|57276;2026-05-25\|227.37\|5.22\|215.13\|228.30\|205.88\|58616;2026-05-26\|205.93\|-9.43\|224.50\|224.50\|201.00\|64628;2026-05-27\|199.00\|-3.37\|211.59\|211.59\|198.00\|44989;2026-05-28\|206.01\|3.52\|199.00\|210.37\|195.01\|41152;2026-05-29\|191.53\|-7.03\|206.00\|207.50\|189.53\|45312;2026-06-01\|184.04\|-3.91\|190.02\|194.00\|183.00\|35600;2026-06-02\|217.00\|17.91\|185.00\|220.85\|181.00\|85567;2026-06-03\|246.50\|13.59\|249.99\|260.00\|240.33\|128684;2026-06-04\|226.97\|-7.92\|223.00\|231.99\|222.50\|103037;2026-06-05\|214.00\|-5.71\|221.30\|233.88\|212.98\|71989;2026-06-08\|194.48\|-9.12\|190.50\|202.00\|190.50\|57167;2026-06-09\|199.98\|2.83\|201.00\|201.99\|193.23\|45208;2026-06-10\|190.87\|-4.56\|195.04\|197.10\|186.21\|43912;2026-06-11\|184.77\|-3.20\|189.58\|195.42\|182.31\|41980;2026-06-12\|178.50\|-3.39\|194.00\|195.23\|177.33\|43126;2026-06-15\|192.29\|7.73\|182.07\|193.67\|180.00\|45154;2026-06-16\|197.49\|2.70\|192.24\|201.89\|190.11\|42696;2026-06-17\|199.00\|0.76\|192.00\|199.80\|190.56\|42625;2026-06-18\|238.80\|20.00\|200.00\|238.80\|200.00\|70703;2026-06-22\|271.60\|13.74\|250.00\|274.00\|245.66\|102655;2026-06-23\|262.66\|-3.29\|260.97\|273.18\|256.66\|70393;2026-06-24\|266.63\|1.51\|258.06\|267.98\|247.70\|57296;2026-06-25\|258.70\|-2.97\|265.99\|265.99\|253.30\|45613;2026-06-26\|248.16\|-4.07\|258.70\|267.88\|244.00\|51023;2026-06-29\|241.50\|-2.68\|246.55\|259.70\|230.00\|50964;2026-06-30\|248.76\|3.01\|243.67\|253.99\|234.02\|41935;2026-07-01\|234.72\|-5.64\|254.00\|260.00\|232.89\|48720;2026-07-02\|226.90\|-3.33\|226.22\|242.00\|219.00\|44260;2026-07-03\|215.98\|-4.81\|221.00\|229.00\|215.55\|38895;2026-07-06\|212.00\|-1.84\|219.00\|221.00\|202.28\|36610;2026-07-07\|212.58\|0.27\|212.90\|221.50\|205.01\|34177;2026-07-08\|209.37\|-1.51\|214.83\|221.50\|203.37\|37804;2026-07-09\|222.09\|6.08\|215.30\|223.00\|206.35\|48880;2026-07-10\|204.80\|-7.79\|225.00\|232.00\|204.80\|52717;2026-07-13\|192.15\|-6.18\|199.36\|209.95\|190.00\|43876;2026-07-14\|195.97\|1.99\|195.61\|196.44\|195.28\|37503
112532	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	1.6T光模块+FCBGA封装基板+CSP封装基板行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系活动记录表，光模块业务是公司2026年工作重心之一，北京兴斐1.6T光模块产品板目前处于量产爬坡阶段，并在同步开展多家客户的验证导入工作。 2、据2026年4月25日年报及2026年5月8日投资者关系活动记录表，受益于存储芯片行业复苏和主要存储客户份额提升，公司CSP封装基板业务订单饱满，产能利用率处于高位，已启动新一轮投资扩产，总产能为5万平方米/月；2025年IC封装基板业务收入16.70亿元，同比增长49.71%。 3、据2026年5月8日投资者关系活动记录表，公司FCBGA封装基板项目处于小批量生产阶段，具备20层及以下产品量产能力，低层板良率超95%，高层板良率超90%，产品最小线宽线距达9/12um。	国内本土IC封装基板行业的先行者之一；公司生产的FCBGA封装基板可用于HBM存储的封装	2026-03-04\|24.76\|0.81\|24.12\|25.77\|24.12\|1129295;2026-03-05\|25.53\|3.11\|25.68\|26.34\|25.26\|1030766;2026-03-06\|25.09\|-1.72\|25.28\|25.69\|24.76\|789805;2026-03-09\|23.75\|-5.34\|23.87\|24.06\|22.58\|1482886;2026-03-10\|24.59\|3.54\|24.30\|24.80\|24.12\|821529;2026-03-11\|24.42\|-0.69\|24.50\|25.09\|24.20\|643460;2026-03-12\|23.66\|-3.11\|24.36\|24.50\|23.33\|643216;2026-03-13\|23.94\|1.18\|23.45\|24.74\|23.15\|906419;2026-03-16\|23.92\|-0.08\|23.84\|24.07\|22.95\|839425;2026-03-17\|22.59\|-5.56\|24.33\|24.42\|22.59\|958240;2026-03-18\|23.20\|2.70\|22.81\|23.25\|22.55\|689428;2026-03-19\|22.41\|-3.41\|22.60\|22.89\|22.26\|606254;2026-03-20\|21.67\|-3.30\|22.46\|22.87\|21.66\|662028;2026-03-23\|20.44\|-5.68\|21.25\|21.53\|20.30\|690522;2026-03-24\|20.89\|2.20\|20.85\|20.95\|20.00\|568091;2026-03-25\|21.10\|1.01\|21.05\|21.52\|21.01\|497399;2026-03-26\|20.64\|-2.18\|21.10\|21.24\|20.52\|444333;2026-03-27\|20.70\|0.29\|20.14\|20.87\|20.03\|351848;2026-03-30\|20.56\|-0.68\|20.26\|20.65\|20.05\|385663;2026-03-31\|20.05\|-2.48\|20.56\|20.94\|19.98\|468239;2026-04-01\|20.62\|2.84\|20.60\|20.68\|20.28\|417222;2026-04-02\|19.75\|-4.22\|20.41\|20.55\|19.60\|512793;2026-04-03\|19.65\|-0.51\|19.90\|19.95\|19.51\|358892;2026-04-07\|20.27\|3.16\|20.00\|20.43\|19.94\|508363;2026-04-08\|21.75\|7.30\|21.05\|21.76\|20.81\|804635;2026-04-09\|22.08\|1.52\|21.49\|22.16\|21.32\|786229;2026-04-10\|22.94\|3.89\|22.12\|23.56\|22.12\|1077641;2026-04-13\|25.23\|9.98\|22.61\|25.23\|22.55\|2042215;2026-04-14\|25.42\|0.75\|24.98\|26.00\|24.83\|2283635;2026-04-15\|24.70\|-2.83\|25.39\|25.66\|24.57\|1256393;2026-04-16\|24.93\|0.93\|24.71\|25.46\|24.60\|926190;2026-04-17\|26.15\|4.89\|24.98\|26.38\|24.83\|1433586;2026-04-20\|26.55\|1.53\|26.60\|27.28\|26.36\|1278595;2026-04-21\|28.21\|6.25\|26.30\|28.60\|25.96\|1613837;2026-04-22\|28.63\|1.49\|29.00\|29.48\|27.75\|1681200;2026-04-23\|28.40\|-0.80\|29.05\|29.49\|28.00\|1176891;2026-04-24\|28.52\|0.42\|28.40\|29.25\|26.98\|1563479;2026-04-27\|29.23\|2.49\|28.30\|30.38\|28.18\|1985330;2026-04-28\|27.88\|-4.62\|28.99\|29.17\|27.61\|1490703;2026-04-29\|27.46\|-1.51\|27.47\|28.00\|27.00\|1078059;2026-04-30\|27.71\|0.91\|27.47\|27.99\|26.28\|1382422;2026-05-06\|29.47\|6.35\|29.65\|30.48\|29.36\|2107394;2026-05-07\|32.42\|10.01\|29.59\|32.42\|29.20\|1793361;2026-05-08\|32.01\|-1.26\|32.22\|32.74\|31.57\|1419454;2026-05-11\|33.17\|3.62\|33.20\|33.61\|32.30\|1500365;2026-05-12\|33.45\|0.84\|33.70\|34.25\|32.55\|1410549;2026-05-13\|34.19\|2.21\|32.60\|34.50\|32.23\|1544909;2026-05-14\|32.71\|-4.33\|34.31\|34.74\|32.50\|1356531;2026-05-15\|31.49\|-3.73\|33.01\|33.87\|31.14\|1370440;2026-05-18\|33.61\|6.73\|31.51\|33.91\|31.00\|1439593;2026-05-19\|32.83\|-2.32\|32.31\|33.00\|31.36\|1217093;2026-05-20\|33.54\|2.16\|32.60\|33.80\|32.01\|1310448;2026-05-21\|33.29\|-0.75\|33.54\|36.41\|32.78\|2285549;2026-05-22\|35.42\|6.40\|35.57\|35.99\|34.51\|1890061;2026-05-25\|38.12\|7.62\|36.00\|38.20\|35.43\|1988688;2026-05-26\|38.11\|-0.03\|37.50\|39.50\|37.05\|1998361;2026-05-27\|37.02\|-2.86\|37.83\|38.45\|36.19\|1646317;2026-05-28\|36.34\|-1.76\|36.00\|36.65\|35.15\|1278868;2026-05-29\|38.68\|6.44\|37.06\|39.97\|37.06\|2759169;2026-06-01\|38.62\|-0.16\|38.50\|40.20\|37.15\|2317150;2026-06-02\|42.22\|9.32\|37.23\|42.48\|37.01\|2410298;2026-06-03\|39.82\|-5.68\|42.33\|42.60\|39.13\|2252788;2026-06-04\|40.87\|2.64\|39.51\|42.50\|39.50\|1843648;2026-06-05\|37.90\|-7.27\|39.50\|40.39\|37.50\|1852203;2026-06-08\|37.00\|-2.37\|35.01\|38.88\|35.01\|1426858;2026-06-09\|38.15\|3.11\|37.99\|38.35\|36.60\|1326031;2026-06-10\|37.28\|-2.28\|38.19\|39.96\|36.30\|1550847;2026-06-11\|36.75\|-1.42\|36.96\|38.00\|35.50\|1279815;2026-06-12\|37.80\|2.86\|37.89\|39.20\|36.88\|1902588;2026-06-15\|40.09\|6.06\|38.20\|40.13\|37.33\|1615102;2026-06-16\|44.10\|10.00\|39.99\|44.10\|39.68\|2013244;2026-06-17\|47.80\|8.39\|45.01\|48.51\|45.01\|2581196;2026-06-18\|52.06\|8.91\|46.90\|52.58\|45.58\|2398026;2026-06-22\|53.30\|2.38\|53.50\|55.00\|51.85\|2135990;2026-06-23\|48.50\|-9.01\|52.00\|52.80\|47.99\|1841495;2026-06-24\|50.23\|3.57\|48.50\|51.61\|48.30\|1636779;2026-06-25\|53.53\|6.57\|51.10\|54.10\|49.00\|1587125;2026-06-26\|51.81\|-3.21\|53.00\|54.79\|49.92\|1420484;2026-06-29\|49.00\|-5.42\|52.00\|53.88\|47.11\|1570358;2026-06-30\|50.95\|3.98\|49.00\|52.30\|48.05\|1190763;2026-07-01\|47.48\|-6.81\|51.70\|53.24\|46.82\|1561240;2026-07-02\|45.41\|-4.36\|45.60\|48.33\|44.56\|1275926;2026-07-03\|46.37\|2.11\|44.40\|47.98\|44.03\|1195782;2026-07-06\|45.29\|-2.33\|47.11\|47.49\|42.01\|1286247;2026-07-07\|42.23\|-6.76\|45.32\|45.62\|41.86\|1107364;2026-07-08\|40.41\|-4.31\|42.70\|43.28\|40.30\|855463;2026-07-09\|44.45\|10.00\|41.50\|44.45\|40.94\|1141263;2026-07-10\|41.13\|-7.47\|45.60\|45.97\|41.05\|1375518;2026-07-13\|38.50\|-6.39\|41.13\|42.50\|38.16\|1115361;2026-07-14\|38.67\|0.44\|38.58\|38.90\|38.57\|11869
112531	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	涨停揭秘：华为昇腾/麒麟芯片放量叠加存储涨价，公司作为海思长期代理与存储分销商同步受益；涨停缘由：上半年存储涨价仍将持续，全资子公司鼎芯无限为海思重要代理渠道，同时代理三星、长鑫存储相关产品，渠道协同效应增强；资金逻辑：低估值+高弹性特征明显，4月8日涨停获散户与游资合力推动，成交额放大至近三月均值180%；风险提示：代理业务受原厂政策影响大，海思出货节奏存在不确定性，且公司应收账款周转压力需持续跟踪	公司代理销售华为海思、飞锃等上游芯片原厂的碳化硅器件	2026-03-04\|10.27\|0.10\|10.14\|10.52\|10.08\|315027;2026-03-05\|10.57\|2.92\|10.48\|10.76\|10.48\|413770;2026-03-06\|10.86\|2.74\|10.54\|10.95\|10.50\|404305;2026-03-09\|10.86\|0.00\|10.60\|10.89\|10.38\|446896;2026-03-10\|10.98\|1.10\|10.98\|11.10\|10.87\|389309;2026-03-11\|11.16\|1.64\|10.98\|11.40\|10.87\|733297;2026-03-12\|10.90\|-2.33\|11.01\|11.16\|10.86\|451979;2026-03-13\|10.67\|-2.11\|10.90\|11.01\|10.65\|370783;2026-03-16\|11.26\|5.53\|10.67\|11.26\|10.62\|790599;2026-03-17\|11.01\|-2.22\|11.25\|11.25\|11.00\|604651;2026-03-18\|11.64\|5.72\|11.15\|11.80\|11.11\|1635715;2026-03-19\|11.57\|-0.60\|11.28\|11.74\|11.28\|1071009;2026-03-20\|11.07\|-4.32\|11.56\|11.60\|11.05\|909318;2026-03-23\|10.56\|-4.61\|10.63\|11.10\|10.41\|768976;2026-03-24\|11.03\|4.45\|10.76\|11.10\|10.32\|865702;2026-03-25\|11.37\|3.08\|11.05\|11.44\|10.95\|939051;2026-03-26\|10.94\|-3.78\|11.25\|11.27\|10.86\|629653;2026-03-27\|11.00\|0.55\|10.66\|11.23\|10.52\|645659;2026-03-30\|11.19\|1.73\|10.88\|11.25\|10.52\|776980;2026-03-31\|10.80\|-3.49\|11.13\|11.21\|10.80\|568076;2026-04-01\|11.06\|2.41\|11.19\|11.42\|10.85\|806158;2026-04-02\|10.50\|-5.06\|11.20\|11.22\|10.42\|739232;2026-04-03\|10.34\|-1.52\|10.58\|10.65\|10.31\|449149;2026-04-07\|10.46\|1.16\|10.40\|10.80\|10.39\|399932;2026-04-08\|11.64\|11.28\|10.77\|11.68\|10.77\|1730119;2026-04-09\|11.56\|-0.69\|11.56\|11.69\|11.48\|933816;2026-04-10\|11.37\|-1.64\|11.67\|11.79\|11.36\|700162;2026-04-13\|11.56\|1.67\|11.27\|11.65\|11.27\|609766;2026-04-14\|11.72\|1.38\|11.80\|11.91\|11.56\|1166254;2026-04-15\|11.45\|-2.30\|11.72\|11.75\|11.40\|738359;2026-04-16\|11.93\|4.19\|11.50\|11.97\|11.45\|1073789;2026-04-17\|12.63\|5.87\|11.93\|12.69\|11.86\|1860847;2026-04-20\|12.95\|2.53\|13.18\|13.48\|12.84\|2583498;2026-04-21\|12.63\|-2.47\|12.85\|12.95\|12.47\|1375830;2026-04-22\|13.49\|6.81\|12.60\|13.64\|12.58\|1897158;2026-04-23\|13.07\|-3.11\|13.38\|13.62\|12.98\|1351835;2026-04-24\|13.70\|4.82\|12.99\|13.71\|12.69\|1952353;2026-04-27\|13.52\|-1.31\|13.60\|13.65\|13.32\|1697170;2026-04-28\|13.24\|-2.07\|13.50\|13.50\|12.99\|1216650;2026-04-29\|13.18\|-0.45\|13.02\|13.22\|12.94\|930295;2026-04-30\|13.35\|1.29\|13.13\|13.68\|13.05\|1423240;2026-05-06\|13.90\|4.12\|13.81\|14.18\|13.60\|1646087;2026-05-07\|15.16\|9.06\|13.88\|15.59\|13.86\|1938980;2026-05-08\|14.91\|-1.65\|14.82\|15.11\|14.73\|1263195;2026-05-11\|15.02\|0.74\|15.17\|15.75\|14.93\|1430330;2026-05-12\|14.62\|-2.66\|14.92\|15.08\|14.47\|951318;2026-05-13\|14.97\|2.39\|14.36\|15.18\|14.31\|899187;2026-05-14\|14.56\|-2.74\|14.98\|15.30\|14.56\|847465;2026-05-15\|14.16\|-2.75\|14.57\|14.92\|13.98\|933028;2026-05-18\|14.69\|3.74\|14.40\|15.10\|14.36\|1000958;2026-05-19\|15.12\|2.93\|14.95\|15.14\|14.48\|1160624;2026-05-20\|15.35\|1.52\|15.20\|16.07\|15.11\|1350500;2026-05-21\|14.14\|-7.88\|15.53\|15.63\|14.13\|1405110;2026-05-22\|14.68\|3.82\|14.40\|14.76\|14.28\|828570;2026-05-25\|16.47\|12.19\|14.90\|16.95\|14.90\|1938181;2026-05-26\|15.76\|-4.31\|16.16\|16.21\|15.42\|1353990;2026-05-27\|15.06\|-4.44\|16.00\|16.17\|14.94\|1235281;2026-05-28\|17.14\|13.81\|15.11\|17.53\|15.11\|2004250;2026-05-29\|16.49\|-3.79\|17.32\|18.40\|16.23\|2344871;2026-06-01\|15.86\|-3.82\|16.20\|16.88\|15.79\|1535666;2026-06-02\|18.26\|15.13\|15.99\|19.03\|15.99\|2909914;2026-06-03\|17.83\|-2.35\|18.27\|18.73\|17.51\|2138374;2026-06-04\|18.14\|1.74\|17.65\|18.59\|17.61\|1680064;2026-06-05\|17.00\|-6.28\|17.61\|17.81\|16.88\|1683565;2026-06-08\|15.64\|-8.00\|15.79\|16.59\|15.45\|1372614;2026-06-09\|16.62\|6.27\|16.25\|17.14\|15.90\|1393275;2026-06-10\|15.57\|-6.32\|16.20\|16.26\|15.33\|1125834;2026-06-11\|14.97\|-3.85\|15.51\|15.68\|14.78\|1110947;2026-06-12\|14.21\|-5.08\|15.56\|15.97\|14.14\|1395306;2026-06-15\|15.80\|11.19\|14.62\|15.85\|14.62\|1563429;2026-06-16\|16.28\|3.04\|15.80\|16.78\|15.69\|1361301;2026-06-17\|16.91\|3.87\|15.81\|17.00\|15.81\|1265312;2026-06-18\|17.18\|1.60\|17.06\|17.44\|16.80\|1149199;2026-06-22\|17.05\|-0.76\|17.40\|17.48\|16.47\|1231123;2026-06-23\|17.07\|0.12\|16.85\|17.66\|16.57\|1069557;2026-06-24\|17.27\|1.17\|16.80\|17.41\|16.56\|1172206;2026-06-25\|18.17\|5.21\|17.55\|18.48\|17.18\|1900818;2026-06-26\|17.27\|-4.95\|17.76\|18.06\|17.03\|1233651;2026-06-29\|16.73\|-3.13\|17.35\|17.92\|16.09\|1234255;2026-06-30\|17.55\|4.90\|16.66\|17.60\|16.28\|1049785;2026-07-01\|16.85\|-3.99\|17.55\|18.10\|16.68\|1242635;2026-07-02\|16.31\|-3.20\|16.10\|17.33\|15.50\|1106905;2026-07-03\|15.73\|-3.56\|16.16\|16.44\|15.70\|867053;2026-07-06\|15.91\|1.14\|16.10\|16.49\|15.50\|836583;2026-07-07\|15.85\|-0.38\|15.92\|16.22\|15.50\|758600;2026-07-08\|15.05\|-5.05\|15.63\|16.00\|14.52\|970008;2026-07-09\|15.58\|3.52\|15.35\|15.62\|14.68\|829430;2026-07-10\|16.83\|8.02\|15.63\|18.30\|15.58\|2090276;2026-07-13\|14.69\|-12.72\|16.44\|16.89\|14.57\|1345758;2026-07-14\|14.85\|1.09\|14.88\|14.97\|14.83\|23299
112530	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	GPU投资+芯片布局+纸包装行业原因： 1、5月17日，长鑫科技恢复上市审核进程。5月19日，长江存储启动上市辅导备案。 2、AI算力需求爆发推动存储芯片进入“超级周期”。兴业证券5月9日研报指出，国产存储产业链有数倍扩产空间，从而为上游半导体设备材料带来极大的发展机遇。公司原因： 1、据2026年5月20日进展公告，公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司拟以5.5亿元取得芯瞳半导体22.9831%股权，标的公司专注高性能图形处理器芯片设计。 2、据2026年5月13日互动易，公司此前1.5亿元参股的浙江曲速科技专注AI大模型推理芯片，目前研发与市场拓展正常推进。 3、据2025年度报告，公司主营瓦楞纸箱、精品烟包、高端酒包等纸包装产品，是国内领先的纸包装综合解决方案供应商，生产基地已覆盖浙江、江苏、四川、湖北、新疆、贵州、海南等地。	公司与芯瞳半导体及其原股东已于5月19日正式签署Pre-B轮增资及股权转让协议，公司以5.5亿元取得芯瞳半导体22.9831%股权，标的公司是国内专注于通用高性能图形处理器芯片设计研发与销售的先驱企业	2026-03-04\|10.43\|-0.67\|10.31\|10.66\|10.29\|93229;2026-03-05\|10.54\|1.05\|10.59\|10.71\|10.50\|86682;2026-03-06\|10.62\|0.76\|10.50\|10.77\|10.45\|131882;2026-03-09\|10.15\|-4.43\|10.47\|10.47\|9.81\|227122;2026-03-10\|10.17\|0.20\|10.11\|10.35\|10.01\|174321;2026-03-11\|10.03\|-1.38\|10.26\|10.26\|9.93\|147870;2026-03-12\|10.05\|0.20\|10.03\|10.17\|9.99\|113430;2026-03-13\|9.91\|-1.39\|10.11\|10.14\|9.87\|128438;2026-03-16\|9.95\|0.40\|9.94\|10.13\|9.76\|146528;2026-03-17\|10.05\|1.00\|9.96\|10.30\|9.96\|173166;2026-03-18\|11.06\|10.05\|10.03\|11.06\|10.02\|358435;2026-03-19\|12.17\|10.04\|12.17\|12.17\|12.17\|49106;2026-03-20\|13.39\|10.02\|13.39\|13.39\|13.39\|46402;2026-03-23\|14.73\|10.01\|14.73\|14.73\|13.11\|1670973;2026-03-24\|14.75\|0.14\|15.00\|15.43\|13.56\|1474710;2026-03-25\|15.00\|1.69\|14.99\|15.33\|14.08\|1114531;2026-03-26\|16.50\|10.00\|15.22\|16.50\|14.81\|1007493;2026-03-27\|15.63\|-5.27\|15.99\|16.47\|14.85\|1150724;2026-03-30\|16.12\|3.13\|14.37\|16.26\|14.07\|1039495;2026-03-31\|14.90\|-7.57\|15.83\|16.20\|14.73\|840771;2026-04-01\|16.39\|10.00\|15.28\|16.39\|15.28\|781118;2026-04-02\|16.17\|-1.34\|16.97\|17.92\|15.85\|1054056;2026-04-03\|14.89\|-7.92\|16.17\|16.39\|14.68\|829491;2026-04-07\|16.38\|10.01\|15.19\|16.38\|14.80\|653535;2026-04-08\|17.36\|5.98\|17.10\|17.69\|16.55\|1114413;2026-04-09\|18.16\|4.61\|16.89\|18.54\|16.20\|1132065;2026-04-10\|16.77\|-7.65\|17.96\|18.16\|16.72\|869102;2026-04-13\|16.99\|1.31\|16.15\|17.03\|15.59\|596374;2026-04-14\|16.40\|-3.47\|17.29\|17.29\|16.00\|643850;2026-04-15\|18.04\|10.00\|18.04\|18.04\|18.04\|210358;2026-04-16\|19.84\|9.98\|19.00\|19.84\|18.66\|1582411;2026-04-17\|19.25\|-2.97\|19.38\|20.80\|18.80\|1339271;2026-04-20\|19.09\|-0.83\|19.20\|19.88\|18.48\|1054443;2026-04-21\|19.55\|2.41\|19.52\|19.85\|17.83\|1206382;2026-04-22\|18.59\|-4.91\|19.00\|19.19\|18.25\|889897;2026-04-23\|18.56\|-0.16\|18.83\|20.00\|18.30\|837308;2026-04-24\|16.70\|-10.02\|17.71\|17.82\|16.70\|953506;2026-04-27\|16.48\|-1.32\|16.87\|17.50\|16.23\|619180;2026-04-28\|15.12\|-8.25\|16.00\|16.19\|15.00\|724236;2026-04-29\|15.62\|3.31\|14.99\|15.72\|14.95\|496177;2026-04-30\|17.18\|9.99\|15.60\|17.18\|15.60\|695250;2026-05-06\|17.58\|2.33\|17.09\|17.84\|16.85\|765271;2026-05-07\|17.20\|-2.16\|17.41\|17.85\|17.08\|644825;2026-05-08\|16.97\|-1.34\|17.09\|17.16\|16.60\|407907;2026-05-11\|17.00\|0.18\|16.97\|17.39\|16.39\|512936;2026-05-12\|16.75\|-1.47\|17.18\|17.18\|16.50\|297591;2026-05-13\|16.65\|-0.60\|16.49\|17.05\|16.28\|334483;2026-05-14\|15.95\|-4.20\|16.52\|16.85\|15.84\|352845;2026-05-15\|15.55\|-2.51\|15.93\|16.08\|15.36\|276779;2026-05-18\|15.62\|0.45\|15.28\|15.77\|15.06\|231592;2026-05-19\|16.09\|3.01\|15.49\|16.48\|15.18\|359765;2026-05-20\|17.70\|10.01\|16.95\|17.70\|16.50\|518361;2026-05-21\|16.77\|-5.25\|17.64\|17.87\|16.68\|753787;2026-05-22\|16.23\|-3.22\|16.84\|17.08\|16.11\|431346;2026-05-25\|16.07\|-0.99\|16.25\|16.96\|16.00\|349398;2026-05-26\|15.89\|-1.12\|16.00\|16.25\|15.31\|304946;2026-05-27\|16.13\|1.51\|15.75\|16.40\|15.23\|379426;2026-05-28\|15.95\|-1.12\|16.60\|16.65\|15.11\|429209;2026-05-29\|15.61\|-2.13\|15.80\|16.66\|15.40\|339453;2026-06-01\|16.26\|4.16\|15.40\|16.70\|15.38\|379741;2026-06-02\|17.89\|10.02\|16.06\|17.89\|16.02\|806652;2026-06-03\|18.90\|5.65\|17.85\|19.30\|17.51\|827563;2026-06-04\|18.50\|-2.12\|18.50\|18.95\|18.20\|430841;2026-06-05\|18.70\|1.08\|18.80\|19.56\|18.44\|575907;2026-06-08\|18.24\|-2.46\|17.95\|18.96\|17.84\|369473;2026-06-09\|17.44\|-4.39\|18.32\|18.40\|16.83\|418775;2026-06-10\|19.18\|9.98\|17.43\|19.18\|16.80\|617450;2026-06-11\|19.00\|-0.94\|19.11\|19.67\|18.50\|586291;2026-06-12\|18.38\|-3.26\|19.00\|19.13\|17.77\|474452;2026-06-15\|18.55\|0.92\|18.44\|18.70\|18.15\|336944;2026-06-16\|18.13\|-2.26\|18.23\|18.45\|17.83\|369165;2026-06-17\|18.45\|1.76\|18.28\|18.78\|17.44\|536188;2026-06-18\|19.45\|5.42\|18.15\|19.80\|17.81\|664983;2026-06-22\|19.59\|0.93\|19.08\|19.95\|17.89\|700658;2026-06-23\|18.40\|-6.07\|19.04\|19.38\|18.08\|445298;2026-06-24\|17.95\|-2.45\|18.00\|18.20\|17.23\|318453;2026-06-25\|17.10\|-4.74\|18.08\|18.15\|17.10\|334047;2026-06-26\|18.81\|10.00\|17.98\|18.81\|17.75\|480913;2026-06-29\|20.35\|8.19\|18.36\|20.69\|18.30\|1111110;2026-06-30\|20.29\|-0.29\|20.26\|20.35\|18.70\|752054;2026-07-01\|20.92\|3.10\|20.56\|21.73\|20.16\|526950;2026-07-02\|19.79\|-5.40\|20.40\|21.64\|19.62\|428557;2026-07-03\|18.90\|-4.50\|19.82\|19.84\|18.83\|385821;2026-07-06\|17.97\|-4.92\|18.99\|19.50\|17.85\|331475;2026-07-07\|16.81\|-6.46\|18.25\|18.53\|16.60\|376895;2026-07-08\|16.13\|-4.05\|16.80\|16.90\|15.86\|304305;2026-07-09\|16.83\|4.34\|16.08\|16.92\|15.48\|384838;2026-07-10\|15.18\|-9.80\|16.18\|16.70\|15.17\|435996;2026-07-13\|14.42\|-5.01\|14.87\|15.27\|14.20\|328702;2026-07-14\|14.71\|2.01\|14.71\|14.80\|14.61\|2379
112529	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片+华为昇腾+分销龙头+一季报增长行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月29日一季报，公司一季度营收77.01亿元、归母净利2.01亿元，分别同比增长47.28%、90.28%，存储类产品线出货额同比增约250%，长尾采购业务收入同比增约300%。 2、据2026年3月27日年报及5月8日互动易，公司为国内电子元器件授权分销龙头，代理江波龙、兆易创新等存储品牌，是华为昇腾APN“金牌部件伙伴”，已完成昇腾边缘AI模组、推理计算盒等多款产品开发。 3、据2026年4月8日投资者关系活动记录表，公司判断本轮存储涨价由AI算力基建需求与原厂产能倾斜共振导致，预计今年上半年存储涨价仍将持续，量价齐升有望同步提升分销业务毛利率。	公司是华为海思全系列产品代理商	2026-03-04\|23.05\|-0.95\|22.98\|23.40\|22.90\|71230;2026-03-05\|23.17\|0.52\|23.29\|23.55\|23.11\|78497;2026-03-06\|23.50\|1.42\|23.17\|23.51\|23.01\|59213;2026-03-09\|23.54\|0.17\|23.23\|23.67\|22.72\|89413;2026-03-10\|23.82\|1.19\|23.76\|23.97\|23.64\|66984;2026-03-11\|26.20\|9.99\|23.82\|26.20\|23.74\|362431;2026-03-12\|25.88\|-1.22\|25.80\|26.17\|25.48\|404394;2026-03-13\|26.21\|1.28\|25.74\|27.19\|25.62\|491467;2026-03-16\|26.79\|2.21\|25.94\|26.79\|25.75\|359508;2026-03-17\|27.34\|2.05\|26.94\|28.54\|26.50\|547927;2026-03-18\|27.64\|1.10\|26.72\|28.50\|26.52\|492897;2026-03-19\|26.59\|-3.80\|26.70\|27.64\|25.92\|358958;2026-03-20\|25.73\|-3.23\|26.50\|27.07\|25.66\|335738;2026-03-23\|26.20\|1.83\|25.20\|26.98\|25.20\|374462;2026-03-24\|26.78\|2.21\|26.26\|27.08\|26.09\|335646;2026-03-25\|27.39\|2.28\|26.69\|27.67\|26.61\|363024;2026-03-26\|26.67\|-2.63\|26.90\|27.31\|26.53\|251510;2026-03-27\|27.78\|4.16\|26.29\|28.20\|26.23\|569187;2026-03-30\|26.41\|-4.93\|27.00\|27.01\|25.31\|424103;2026-03-31\|24.71\|-6.44\|25.88\|26.50\|24.71\|340651;2026-04-01\|26.08\|5.54\|25.18\|27.18\|25.18\|503161;2026-04-02\|24.33\|-6.71\|25.06\|25.30\|24.28\|401839;2026-04-03\|24.57\|0.99\|24.34\|25.39\|24.13\|270307;2026-04-07\|27.03\|10.01\|24.88\|27.03\|24.80\|540393;2026-04-08\|28.31\|4.74\|28.35\|28.80\|27.65\|871815;2026-04-09\|28.98\|2.37\|27.93\|29.13\|27.60\|855786;2026-04-10\|28.58\|-1.38\|28.60\|29.11\|28.01\|644877;2026-04-13\|28.69\|0.38\|28.34\|29.10\|28.31\|440555;2026-04-14\|28.57\|-0.42\|28.88\|29.05\|28.29\|438228;2026-04-15\|28.00\|-2.00\|29.10\|29.20\|27.65\|501862;2026-04-16\|28.62\|2.21\|28.00\|29.00\|27.51\|463583;2026-04-17\|29.76\|3.98\|29.50\|31.48\|29.48\|852582;2026-04-20\|31.17\|4.74\|30.91\|31.99\|30.17\|842148;2026-04-21\|29.67\|-4.81\|30.35\|30.60\|29.58\|514753;2026-04-22\|32.64\|10.01\|30.40\|32.64\|29.87\|726929;2026-04-23\|31.22\|-4.35\|33.10\|33.10\|30.89\|766479;2026-04-24\|34.34\|9.99\|30.81\|34.34\|30.45\|1121346;2026-04-27\|37.77\|9.99\|35.37\|37.77\|34.34\|1075115;2026-04-28\|36.20\|-4.16\|38.28\|39.20\|35.74\|1451837;2026-04-29\|35.65\|-1.25\|35.12\|36.44\|34.66\|1020952;2026-04-30\|36.92\|3.56\|35.75\|37.70\|35.20\|1169854;2026-05-06\|36.88\|-0.11\|37.99\|40.13\|36.22\|1284890;2026-05-07\|37.46\|1.57\|35.95\|38.20\|35.53\|1099820;2026-05-08\|35.54\|-5.13\|36.05\|36.36\|35.20\|910752;2026-05-11\|39.09\|9.99\|36.19\|39.09\|36.19\|869726;2026-05-12\|37.39\|-4.35\|39.50\|39.50\|37.00\|1140098;2026-05-13\|36.80\|-1.58\|35.88\|36.80\|34.81\|848918;2026-05-14\|33.66\|-8.53\|36.80\|36.81\|33.55\|733661;2026-05-15\|32.11\|-4.60\|33.42\|34.50\|31.71\|663288;2026-05-18\|32.03\|-0.25\|31.69\|32.86\|31.58\|477224;2026-05-19\|32.71\|2.12\|32.17\|32.71\|30.95\|529554;2026-05-20\|34.41\|5.20\|32.10\|34.46\|32.00\|738872;2026-05-21\|33.23\|-3.43\|34.20\|34.99\|33.00\|637356;2026-05-22\|34.63\|4.21\|33.05\|34.71\|33.01\|585361;2026-05-25\|36.18\|4.48\|34.77\|37.27\|33.42\|960696;2026-05-26\|33.66\|-6.97\|34.82\|35.09\|33.29\|692363;2026-05-27\|31.92\|-5.17\|33.20\|33.20\|30.47\|670696;2026-05-28\|31.29\|-1.97\|31.01\|31.83\|30.69\|376926;2026-05-29\|29.14\|-6.87\|31.61\|31.74\|28.88\|407488;2026-06-01\|30.47\|4.56\|29.18\|31.54\|29.02\|456652;2026-06-02\|33.52\|10.01\|30.39\|33.52\|29.23\|1009618;2026-06-03\|32.84\|-2.03\|35.63\|36.60\|32.72\|1337210;2026-06-04\|32.77\|-0.21\|32.55\|33.41\|31.80\|714546;2026-06-05\|33.66\|2.72\|32.47\|34.84\|32.12\|800151;2026-06-08\|30.70\|-8.79\|32.00\|33.24\|30.29\|599006;2026-06-09\|32.21\|4.92\|31.43\|33.18\|30.80\|639506;2026-06-10\|31.45\|-2.36\|31.77\|32.60\|30.68\|460299;2026-06-11\|29.99\|-4.64\|30.73\|31.15\|29.69\|409253;2026-06-12\|28.77\|-4.07\|30.60\|31.00\|28.71\|483017;2026-06-15\|31.12\|8.17\|29.15\|31.26\|29.01\|582496;2026-06-16\|31.21\|0.29\|31.12\|31.57\|30.80\|432058;2026-06-17\|31.75\|1.73\|30.80\|32.00\|30.63\|447659;2026-06-18\|32.06\|0.98\|31.46\|32.49\|31.35\|604189;2026-06-22\|31.50\|-1.75\|32.30\|32.50\|30.51\|591224;2026-06-23\|31.26\|-0.76\|31.01\|32.15\|30.51\|463773;2026-06-24\|32.88\|5.18\|30.83\|32.88\|30.12\|692995;2026-06-25\|34.14\|3.83\|32.92\|34.15\|32.58\|892861;2026-06-26\|30.77\|-9.87\|33.30\|33.31\|30.75\|662844;2026-06-29\|29.70\|-3.48\|30.54\|31.27\|29.08\|434286;2026-06-30\|31.82\|7.14\|29.38\|31.98\|28.85\|492713;2026-07-01\|30.49\|-4.18\|31.70\|31.99\|30.26\|416791;2026-07-02\|30.73\|0.79\|29.91\|32.48\|29.23\|500381;2026-07-03\|31.18\|1.46\|30.29\|31.95\|30.01\|415931;2026-07-06\|32.32\|3.66\|32.88\|33.18\|31.01\|624633;2026-07-07\|32.43\|0.34\|32.56\|33.63\|32.31\|572292;2026-07-08\|33.86\|4.41\|32.79\|34.20\|31.81\|797178;2026-07-09\|32.14\|-5.08\|33.02\|33.25\|30.47\|827539;2026-07-10\|31.51\|-1.96\|31.08\|33.25\|30.61\|601358;2026-07-13\|28.36\|-10.00\|30.58\|30.78\|28.36\|515067;2026-07-14\|27.52\|-2.96\|27.70\|27.90\|27.50\|10987
112528	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	存储芯片封测+SK海力士+无锡国资+一季报增长行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。美银证券表示，AI带来的供需失衡和高端产品升级，将使行业高景气度至少延续至2027年。公司原因： 1、据2026年6月5日互动易，子公司海太半导体与SK海力士签订第四期后工序服务合同，以“全部成本+约定收益”模式提供后工序服务至2030年6月30日；据2025年年报，海太半导体具备10纳米级晶圆封装国际先进水平，太极半导体实现1β DRAM和300+层NAND闪存封测量产。 2、据2025年年报及公司公告，公司最终控制人为无锡市人民政府国有资产监督管理委员会，属于国有企业。 3、据2026年一季报，公司实现归母净利润1.29亿元，同比增长9.48%。	DRAM封装龙头；子公司海太半导体的封测业务主要是为SK海力士的DRAM产品提供后工序服务，对12英寸1Z纳米级晶圆进行集成电路封装	2026-03-04\|9.92\|1.43\|9.46\|10.28\|9.45\|1408020;2026-03-05\|10.32\|4.03\|10.40\|10.80\|10.25\|1676838;2026-03-06\|10.18\|-1.36\|10.18\|10.55\|10.15\|1441322;2026-03-09\|9.92\|-2.55\|9.78\|9.98\|9.36\|1448844;2026-03-10\|10.71\|7.96\|10.19\|10.90\|10.16\|2303088;2026-03-11\|10.61\|-0.93\|10.57\|10.91\|10.57\|1538403;2026-03-12\|10.36\|-2.36\|10.60\|10.73\|10.22\|1119853;2026-03-13\|10.24\|-1.16\|10.22\|10.68\|10.01\|1483795;2026-03-16\|11.26\|9.96\|10.27\|11.26\|10.27\|2210504;2026-03-17\|11.59\|2.93\|11.50\|11.81\|11.22\|3766113;2026-03-18\|11.66\|0.60\|11.70\|12.12\|11.26\|3005384;2026-03-19\|11.23\|-3.69\|11.16\|11.64\|11.01\|2194758;2026-03-20\|10.68\|-4.90\|11.41\|11.44\|10.66\|2020183;2026-03-23\|9.97\|-6.65\|10.10\|10.51\|9.86\|1741480;2026-03-24\|10.24\|2.71\|10.18\|10.26\|9.36\|2171084;2026-03-25\|10.48\|2.34\|10.25\|10.87\|10.25\|2147865;2026-03-26\|9.77\|-6.77\|10.29\|10.44\|9.75\|1822469;2026-03-27\|9.81\|0.41\|9.39\|10.04\|9.15\|1768960;2026-03-30\|9.72\|-0.92\|9.55\|9.85\|9.32\|1189664;2026-03-31\|8.94\|-8.02\|9.56\|9.63\|8.92\|1999058;2026-04-01\|9.17\|2.57\|9.30\|9.44\|9.10\|1516227;2026-04-02\|8.80\|-4.03\|9.31\|9.35\|8.75\|1236437;2026-04-03\|8.56\|-2.73\|8.89\|8.91\|8.52\|873485;2026-04-07\|8.81\|2.92\|8.70\|8.95\|8.68\|1064922;2026-04-08\|9.49\|7.72\|9.17\|9.49\|9.10\|1415810;2026-04-09\|9.63\|1.48\|9.30\|9.80\|9.25\|1410977;2026-04-10\|9.52\|-1.14\|9.80\|9.93\|9.50\|1160356;2026-04-13\|9.61\|0.95\|9.39\|9.67\|9.39\|835814;2026-04-14\|10.19\|6.04\|9.82\|10.57\|9.80\|2742988;2026-04-15\|9.85\|-3.34\|10.21\|10.34\|9.81\|1714603;2026-04-16\|9.98\|1.32\|9.79\|10.08\|9.66\|1187480;2026-04-17\|9.95\|-0.30\|9.91\|10.05\|9.85\|920639;2026-04-20\|10.02\|0.70\|9.93\|10.23\|9.93\|1086629;2026-04-21\|9.99\|-0.30\|10.04\|10.14\|9.79\|873003;2026-04-22\|10.24\|2.50\|9.92\|10.25\|9.90\|1198887;2026-04-23\|9.90\|-3.32\|10.45\|10.48\|9.75\|1342672;2026-04-24\|9.71\|-1.92\|9.65\|9.94\|9.51\|1119914;2026-04-27\|9.88\|1.75\|9.82\|10.00\|9.70\|1114373;2026-04-28\|9.51\|-3.74\|9.84\|9.85\|9.44\|1038882;2026-04-29\|9.63\|1.26\|9.40\|9.67\|9.35\|847847;2026-04-30\|9.59\|-0.42\|9.69\|9.79\|9.51\|824377;2026-05-06\|10.16\|5.94\|10.15\|10.48\|10.12\|1978135;2026-05-07\|10.84\|6.69\|10.36\|10.97\|10.31\|2078199;2026-05-08\|10.71\|-1.20\|10.69\|10.85\|10.60\|1308226;2026-05-11\|11.15\|4.11\|11.10\|11.29\|10.93\|1917231;2026-05-12\|12.27\|10.04\|11.21\|12.27\|11.06\|3267916;2026-05-13\|13.26\|8.07\|11.83\|13.46\|11.72\|4043357;2026-05-14\|12.66\|-4.52\|13.26\|13.63\|12.66\|3008822;2026-05-15\|12.35\|-2.45\|12.66\|13.06\|12.19\|2458061;2026-05-18\|13.09\|5.99\|12.91\|13.59\|12.69\|3165496;2026-05-19\|13.10\|0.08\|12.88\|13.11\|12.42\|2392749;2026-05-20\|13.69\|4.50\|13.05\|13.92\|12.85\|3247346;2026-05-21\|12.42\|-9.28\|13.75\|13.93\|12.36\|3238550;2026-05-22\|12.61\|1.53\|12.63\|12.85\|12.14\|2275339;2026-05-25\|13.34\|5.79\|12.75\|13.35\|12.36\|2411411;2026-05-26\|13.27\|-0.52\|13.45\|13.75\|12.78\|2418285;2026-05-27\|13.92\|4.90\|14.05\|14.60\|13.58\|4288901;2026-05-28\|13.63\|-2.08\|13.77\|13.92\|13.13\|2929421;2026-05-29\|12.86\|-5.65\|13.73\|14.30\|12.67\|2943956;2026-06-01\|13.58\|5.60\|12.99\|14.15\|12.99\|3780865;2026-06-02\|14.94\|10.01\|13.63\|14.94\|13.49\|3908635;2026-06-03\|14.87\|-0.47\|15.00\|15.60\|14.64\|3718680;2026-06-04\|16.36\|10.02\|14.60\|16.36\|14.60\|1933063;2026-06-05\|16.15\|-1.28\|16.30\|17.18\|15.97\|4285252;2026-06-08\|14.94\|-7.49\|15.33\|16.34\|14.71\|3029443;2026-06-09\|15.61\|4.48\|15.50\|15.81\|14.73\|2834973;2026-06-10\|15.92\|1.99\|15.01\|16.64\|14.38\|3421558;2026-06-11\|17.51\|9.99\|15.38\|17.51\|15.33\|3391858;2026-06-12\|16.42\|-6.22\|18.70\|18.86\|16.40\|4175395;2026-06-15\|17.33\|5.54\|16.89\|17.46\|16.42\|3014435;2026-06-16\|17.99\|3.81\|17.59\|18.19\|17.20\|3518642;2026-06-17\|19.02\|5.73\|17.54\|19.54\|17.53\|3411338;2026-06-18\|20.92\|9.99\|19.03\|20.92\|18.76\|3695765;2026-06-22\|22.57\|7.89\|21.93\|22.95\|21.42\|4157658;2026-06-23\|20.92\|-7.31\|22.57\|22.57\|20.76\|3056657;2026-06-24\|23.01\|9.99\|20.49\|23.01\|20.49\|2126032;2026-06-25\|25.31\|10.00\|25.31\|25.31\|25.31\|152541;2026-06-26\|26.88\|6.20\|26.29\|27.84\|26.20\|5279278;2026-06-29\|29.00\|7.89\|27.84\|29.50\|25.98\|5127178;2026-06-30\|29.18\|0.83\|27.96\|29.70\|26.50\|3989956;2026-07-01\|32.10\|10.01\|28.86\|32.10\|28.86\|4150707;2026-07-02\|28.89\|-10.00\|29.62\|31.05\|28.89\|3922999;2026-07-03\|29.96\|3.70\|28.31\|31.00\|27.18\|4078632;2026-07-06\|27.41\|-8.51\|30.30\|31.18\|26.96\|3826444;2026-07-07\|26.32\|-3.98\|26.18\|27.56\|24.88\|3361523;2026-07-08\|23.88\|-9.27\|26.53\|27.11\|23.87\|3255178;2026-07-09\|26.27\|10.01\|24.95\|26.27\|24.50\|3414727;2026-07-10\|25.26\|-3.84\|26.82\|27.95\|25.24\|4329362;2026-07-13\|22.73\|-10.02\|24.00\|26.25\|22.73\|2866485;2026-07-14\|22.76\|0.13\|22.71\|23.00\|22.63\|49460
112527	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	玻璃基板+先进封装+三星供应链行业原因：据兴业证券6月11日研报，AI算力需求爆发推动先进封装技术迭代，玻璃基板凭借低热膨胀系数、高布线密度等优势成为下一代核心基板，台积电、英特尔等龙头布局加速，行业迎来景气上行窗口。公司原因： 1、据2026年6月3日异常波动公告，近期资本市场对“玻璃基板”概念关注度较高；据2026年6月1日投资者关系活动记录表，公司开展玻璃基板代加工业务，12寸玻璃晶圆已批量出货，310310和515510等尺寸玻璃基板小批量出货。 2、据2025年年度报告，公司掌握TGV工艺，可实现微小孔径通孔及盲孔处理；拥有TO至TOLL、PDFNCLIP等先进封装技术，产品覆盖IGBT、SiC与GaN功率器件并已批量生产。 3、据2026年6月1日投资者关系活动记录表，公司通过收购股权已成功切入三星供应链体系，手机摄像模组用软膜滤光片持续量产；据2026年6月3日异常波动公告，该业务2025年销售收入占公司总营收比重不足2.50%。	1、公司自主开发TGV 玻璃通孔工艺，通过激光诱导与湿法腐蚀实现最小10μm孔径加工，为半导体封测、MEMS及AI芯片3D堆叠提供核心玻璃基板制程能力； 2、公司开发了光刻用掩模版衬底并已开始送样，这是光刻工序中的关键耗材。同时，公司为生产需要引进了先进的光刻设备（如用于新产品开发的12英寸90nm节点KrF光刻机）	2026-03-04\|11.52\|-1.96\|11.69\|11.98\|11.48\|59376;2026-03-05\|13.82\|19.97\|12.04\|13.82\|12.04\|224756;2026-03-06\|13.16\|-4.78\|13.02\|13.36\|12.89\|260130;2026-03-09\|13.42\|1.98\|12.75\|13.58\|12.71\|161808;2026-03-10\|13.71\|2.16\|13.69\|13.80\|13.40\|110641;2026-03-11\|13.89\|1.31\|13.58\|13.99\|13.52\|100842;2026-03-12\|14.29\|2.88\|13.89\|14.88\|13.71\|189482;2026-03-13\|13.60\|-4.83\|14.19\|14.29\|13.51\|107708;2026-03-16\|13.40\|-1.47\|13.52\|13.55\|13.10\|75646;2026-03-17\|12.74\|-4.93\|13.49\|13.60\|12.71\|70772;2026-03-18\|13.09\|2.75\|12.80\|13.11\|12.78\|57483;2026-03-19\|12.59\|-3.82\|12.80\|12.88\|12.47\|61660;2026-03-20\|12.93\|2.70\|12.64\|14.16\|12.64\|184110;2026-03-23\|11.78\|-8.89\|12.43\|12.80\|11.67\|132546;2026-03-24\|12.31\|4.50\|12.05\|12.34\|11.68\|98763;2026-03-25\|13.27\|7.80\|12.56\|13.38\|12.50\|129559;2026-03-26\|12.85\|-3.17\|13.24\|13.66\|12.83\|99161;2026-03-27\|12.98\|1.01\|12.74\|13.20\|12.46\|74599;2026-03-30\|12.79\|-1.46\|12.70\|12.89\|12.27\|66334;2026-03-31\|11.99\|-6.25\|12.65\|12.77\|11.99\|66122;2026-04-01\|12.50\|4.25\|12.38\|13.05\|12.35\|88892;2026-04-02\|12.28\|-1.76\|12.55\|13.09\|12.16\|80738;2026-04-03\|13.69\|11.48\|12.20\|14.11\|12.20\|214745;2026-04-07\|13.65\|-0.29\|13.91\|14.10\|13.38\|112884;2026-04-08\|14.28\|4.62\|13.80\|14.33\|13.80\|110423;2026-04-09\|15.46\|8.26\|14.07\|15.68\|14.07\|239763;2026-04-10\|15.19\|-1.75\|15.61\|16.13\|15.15\|195910;2026-04-13\|15.53\|2.24\|15.02\|15.72\|14.95\|145328;2026-04-14\|15.22\|-2.00\|15.66\|15.76\|15.08\|130780;2026-04-15\|15.29\|0.46\|15.40\|16.05\|15.23\|128156;2026-04-16\|15.56\|1.77\|15.14\|15.80\|15.04\|108625;2026-04-17\|16.25\|4.43\|15.50\|16.65\|15.44\|153908;2026-04-20\|16.25\|0.00\|16.25\|17.10\|16.18\|162678;2026-04-21\|16.73\|2.95\|16.25\|17.05\|15.96\|151792;2026-04-22\|16.39\|-2.03\|16.52\|16.80\|16.05\|140346;2026-04-23\|15.63\|-4.64\|16.28\|16.42\|15.43\|148965;2026-04-24\|15.30\|-2.11\|15.51\|15.88\|15.09\|112699;2026-04-27\|15.80\|3.27\|15.41\|15.95\|15.31\|97205;2026-04-28\|15.53\|-1.71\|16.00\|16.09\|15.36\|73342;2026-04-29\|15.53\|0.00\|15.50\|16.18\|15.22\|93168;2026-04-30\|14.81\|-4.64\|15.52\|15.85\|14.53\|147596;2026-05-06\|15.10\|1.96\|15.06\|15.76\|15.03\|148690;2026-05-07\|16.04\|6.23\|15.14\|16.20\|14.78\|141516;2026-05-08\|16.42\|2.37\|15.78\|16.58\|15.76\|104051;2026-05-11\|16.82\|2.44\|16.67\|17.52\|16.42\|119896;2026-05-12\|17.64\|4.88\|16.86\|18.13\|16.44\|193688;2026-05-13\|17.47\|-0.96\|17.37\|17.75\|17.00\|159162;2026-05-14\|18.87\|8.01\|17.54\|19.87\|17.34\|267502;2026-05-15\|17.53\|-7.10\|18.45\|19.16\|17.33\|220658;2026-05-18\|18.10\|3.25\|17.59\|18.38\|17.10\|170296;2026-05-19\|18.54\|2.43\|17.80\|19.12\|17.56\|146253;2026-05-20\|18.79\|1.35\|18.41\|18.90\|17.77\|156602;2026-05-21\|20.63\|9.79\|19.68\|22.55\|19.47\|678378;2026-05-22\|23.10\|11.97\|21.63\|24.12\|21.40\|609818;2026-05-25\|23.84\|3.20\|22.81\|24.08\|21.84\|489945;2026-05-26\|24.56\|3.02\|23.91\|24.59\|21.90\|433291;2026-05-27\|22.60\|-7.98\|25.62\|25.92\|22.01\|559521;2026-05-28\|22.19\|-1.81\|22.00\|23.20\|21.46\|354964;2026-05-29\|20.59\|-7.21\|22.26\|22.58\|20.59\|303918;2026-06-01\|22.30\|8.30\|20.60\|23.67\|19.98\|328681;2026-06-02\|26.76\|20.00\|24.76\|26.76\|24.71\|207858;2026-06-03\|30.20\|12.86\|29.00\|31.00\|28.01\|631669;2026-06-04\|31.85\|5.46\|28.62\|33.85\|28.62\|498816;2026-06-05\|31.10\|-2.35\|31.98\|33.70\|30.62\|493456;2026-06-08\|28.49\|-8.39\|28.88\|32.26\|28.43\|436778;2026-06-09\|27.96\|-1.86\|29.00\|29.49\|26.73\|416073;2026-06-10\|24.85\|-11.12\|26.99\|27.00\|24.48\|392567;2026-06-11\|24.25\|-2.41\|24.10\|25.45\|23.56\|286111;2026-06-12\|22.52\|-7.13\|24.25\|24.83\|22.30\|366484;2026-06-15\|25.98\|15.36\|22.65\|26.63\|22.57\|413897;2026-06-16\|26.62\|2.46\|25.01\|26.96\|24.90\|437114;2026-06-17\|31.94\|19.98\|27.57\|31.94\|27.57\|161751;2026-06-18\|29.56\|-7.45\|32.30\|32.30\|28.71\|528011;2026-06-22\|29.47\|-0.30\|30.36\|30.75\|28.35\|451908;2026-06-23\|28.79\|-2.31\|29.19\|29.49\|27.67\|271785;2026-06-24\|29.10\|1.08\|28.10\|30.18\|27.38\|369985;2026-06-25\|28.63\|-1.62\|30.18\|30.83\|27.90\|455081;2026-06-26\|30.22\|5.55\|27.91\|31.79\|27.66\|521261;2026-06-29\|29.33\|-2.95\|30.55\|32.33\|27.02\|448804;2026-06-30\|30.75\|4.84\|29.25\|30.90\|28.67\|429276;2026-07-01\|28.43\|-7.54\|29.00\|29.70\|27.02\|355582;2026-07-02\|26.60\|-6.44\|25.71\|27.89\|24.10\|295789;2026-07-03\|24.70\|-7.14\|26.00\|26.49\|24.53\|240974;2026-07-06\|23.21\|-6.03\|25.00\|25.13\|22.80\|228931;2026-07-07\|22.90\|-1.34\|23.00\|23.59\|22.33\|134888;2026-07-08\|21.73\|-5.11\|23.00\|23.28\|21.30\|143553;2026-07-09\|23.03\|5.98\|22.00\|23.14\|21.32\|163718;2026-07-10\|22.35\|-2.95\|23.29\|24.39\|22.26\|184393;2026-07-13\|20.09\|-10.11\|21.89\|22.77\|19.85\|162193;2026-07-14\|20.42\|1.64\|20.09\|20.42\|20.09\|96513
112526	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	功率半导体+分红+摘帽+吉林国资行业原因：据招商证券5月25日研报指出，AI驱动2.5D/3D封装技术持续迭代，芯片性能提升的关键正加速向后道迁移。华为正式发表“韬定律”，对逻辑折叠、3D折叠的商业化验证对先进封装形成强劲的新增量，持续推动产业链在超细间距混合键合等高壁垒工艺上的技术突破与产能布局。公司原因： 1、据2026年6月2日公告，公司披露2025年年度权益分派实施公告，这是公司撤销退市风险警示后的首次分红。 2、据2026年4月21日年报，公司是集功率半导体器件设计研发、芯片加工、封装测试及产品营销为一体的IDM型国家级高新技术企业，拥有4至8英寸等多条晶圆生产线，芯片加工能力每年315万片，产品覆盖IGBT、MOS、IPM等全系列，可广泛应用于汽车电子、光伏储能及工业控制等领域。 3、据2026年5月21日机构调研，公司在省委省政府和市委市政府的大力支持下，吉林省国有资本运营集团战略并购华微电子，公司迈入国有资本相对控股的混合所有制发展新阶段；据2025年年报，公司实控人为吉林省国资委。	公司集功率半导体器件设计研发、芯片加工、封装测试及产品营销为一体，拥有多条功率半导体分立器件及 IC 芯片生产线，产品种类覆盖功率半导体器件全部范围	2026-03-04\|8.90\|-0.67\|8.78\|9.04\|8.67\|199919;2026-03-05\|9.01\|1.24\|9.00\|9.12\|8.94\|133210;2026-03-06\|9.12\|1.22\|8.93\|9.15\|8.91\|133379;2026-03-09\|9.20\|0.88\|9.02\|9.21\|8.96\|178151;2026-03-10\|9.49\|3.15\|9.27\|9.55\|9.26\|205747;2026-03-11\|9.49\|0.00\|9.49\|9.63\|9.38\|169322;2026-03-12\|9.38\|-1.16\|9.45\|9.54\|9.36\|98341;2026-03-13\|9.26\|-1.28\|9.41\|9.41\|9.26\|123309;2026-03-16\|9.35\|0.97\|9.23\|9.42\|9.20\|115224;2026-03-17\|9.10\|-2.67\|9.41\|9.42\|9.10\|139620;2026-03-18\|9.22\|1.32\|9.10\|9.23\|9.09\|78985;2026-03-19\|8.95\|-2.93\|9.14\|9.14\|8.93\|140193;2026-03-20\|8.91\|-0.45\|8.98\|9.08\|8.90\|129382;2026-03-23\|8.46\|-5.05\|8.70\|8.71\|8.46\|222260;2026-03-24\|8.62\|1.89\|8.58\|8.66\|8.41\|119637;2026-03-25\|8.80\|2.09\|8.71\|8.86\|8.66\|94876;2026-03-26\|8.69\|-1.25\|8.78\|8.85\|8.64\|78698;2026-03-27\|8.84\|1.73\|8.58\|8.84\|8.57\|66598;2026-03-30\|8.94\|1.13\|8.72\|8.95\|8.72\|79791;2026-03-31\|8.84\|-1.12\|8.92\|8.99\|8.83\|84662;2026-04-01\|9.04\|2.26\|8.93\|9.16\|8.90\|128087;2026-04-02\|9.00\|-0.44\|9.03\|9.10\|8.93\|84126;2026-04-03\|8.97\|-0.33\|8.99\|9.05\|8.87\|83714;2026-04-07\|8.96\|-0.11\|8.95\|9.06\|8.95\|68446;2026-04-08\|9.18\|2.46\|9.12\|9.21\|9.09\|119179;2026-04-09\|9.09\|-0.98\|9.12\|9.15\|9.03\|82310;2026-04-10\|9.11\|0.22\|9.12\|9.19\|9.09\|73896;2026-04-13\|9.13\|0.22\|9.07\|9.16\|9.03\|86789;2026-04-14\|9.29\|1.75\|9.15\|9.39\|9.14\|132526;2026-04-15\|9.39\|1.08\|9.29\|9.45\|9.26\|118981;2026-04-16\|9.53\|1.49\|9.40\|9.54\|9.39\|118264;2026-04-17\|10.01\|5.04\|9.55\|10.01\|9.50\|348948;2026-04-20\|9.83\|-1.80\|9.98\|10.42\|9.71\|424191;2026-04-21\|9.47\|-3.66\|9.96\|10.09\|9.45\|436122;2026-04-22\|9.85\|4.01\|9.37\|9.90\|9.37\|272398;2026-04-23\|9.84\|-0.10\|9.90\|9.95\|9.74\|186206;2026-04-24\|10.00\|1.63\|9.87\|10.04\|9.84\|222811;2026-04-27\|9.92\|-0.80\|9.97\|10.12\|9.86\|154451;2026-04-28\|9.75\|-1.71\|9.84\|9.85\|9.67\|152357;2026-04-29\|9.86\|1.13\|9.78\|9.90\|9.71\|103791;2026-04-30\|10.18\|3.25\|9.85\|10.18\|9.80\|206795;2026-05-06\|10.55\|3.63\|10.31\|10.60\|10.20\|254189;2026-05-07\|11.00\|4.27\|10.59\|11.02\|10.52\|249650;2026-05-08\|10.96\|-0.36\|10.91\|11.18\|10.82\|272282;2026-05-11\|11.51\|5.02\|10.96\|11.51\|10.95\|282090;2026-05-12\|11.41\|-0.87\|11.61\|11.61\|11.10\|287823;2026-05-13\|11.59\|1.58\|11.18\|11.76\|11.15\|227292;2026-05-14\|11.69\|0.86\|11.66\|11.84\|11.52\|224326;2026-05-15\|11.42\|-2.31\|11.40\|11.70\|11.27\|268030;2026-05-18\|11.51\|0.79\|11.35\|11.56\|11.31\|154855;2026-05-20\|10.97\|-4.69\|11.77\|12.60\|10.95\|1112473;2026-05-21\|12.07\|10.03\|10.90\|12.07\|10.89\|1435092;2026-05-22\|11.92\|-1.24\|11.78\|12.07\|11.39\|1388687;2026-05-25\|11.49\|-3.61\|11.85\|11.89\|11.18\|916558;2026-05-26\|10.58\|-7.92\|11.53\|11.56\|10.41\|827687;2026-05-27\|11.16\|5.48\|10.42\|11.64\|10.42\|1171904;2026-05-28\|12.28\|10.04\|10.75\|12.28\|10.74\|1202092;2026-05-29\|12.00\|-2.28\|12.65\|13.05\|11.98\|1612925;2026-06-01\|11.61\|-3.25\|12.05\|12.21\|11.56\|825755;2026-06-02\|12.77\|9.99\|11.51\|12.77\|11.41\|636268;2026-06-03\|12.83\|0.47\|12.53\|13.35\|12.50\|1505398;2026-06-04\|13.71\|6.86\|12.58\|14.06\|12.55\|1358319;2026-06-05\|13.00\|-5.18\|13.39\|13.59\|12.88\|1010346;2026-06-08\|11.77\|-9.32\|12.14\|12.43\|11.68\|853489;2026-06-09\|12.46\|5.86\|12.08\|12.55\|11.98\|689784;2026-06-10\|11.75\|-5.70\|12.03\|12.26\|11.68\|609363;2026-06-11\|11.19\|-4.77\|11.40\|11.70\|11.06\|553469;2026-06-12\|10.73\|-4.11\|11.53\|11.76\|10.71\|615426;2026-06-15\|11.26\|4.94\|10.94\|11.28\|10.73\|622372;2026-06-16\|11.61\|3.11\|11.30\|11.85\|11.29\|666073;2026-06-17\|12.18\|4.91\|11.38\|12.29\|11.32\|852353;2026-06-18\|12.40\|1.81\|12.07\|12.60\|12.00\|775693;2026-06-22\|12.31\|-0.73\|12.58\|12.73\|12.01\|726151;2026-06-23\|13.54\|9.99\|12.22\|13.54\|11.96\|1429283;2026-06-24\|13.36\|-1.33\|13.30\|13.87\|13.10\|1584212;2026-06-25\|13.93\|4.27\|13.38\|14.19\|13.03\|1379330;2026-06-26\|13.30\|-4.52\|13.60\|13.88\|13.06\|972098;2026-06-29\|14.24\|7.07\|13.80\|14.24\|12.90\|1317556;2026-06-30\|14.66\|2.95\|14.25\|15.28\|13.80\|1297582;2026-07-01\|14.14\|-3.55\|14.47\|15.22\|14.02\|1175143;2026-07-02\|14.10\|-0.28\|13.66\|15.25\|12.73\|1286574;2026-07-03\|14.96\|6.10\|14.10\|15.51\|13.57\|1859979;2026-07-06\|13.93\|-6.88\|14.69\|15.24\|13.92\|1289914;2026-07-07\|15.32\|9.98\|13.73\|15.32\|13.62\|1904497;2026-07-08\|14.97\|-2.28\|15.35\|15.75\|14.50\|1731547;2026-07-09\|15.99\|6.81\|14.83\|16.28\|14.50\|1928637;2026-07-10\|16.79\|5.00\|15.78\|17.59\|15.78\|2789501;2026-07-13\|17.02\|1.37\|16.44\|18.46\|16.13\|2616984;2026-07-14\|16.89\|-0.76\|16.69\|16.95\|16.69\|32374
112525	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	参股六度人和（腾讯投资）+间接持股宇树科技+先进封装行业原因： 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%，提振A股半导体板块情绪。 2、广发证券6月6日研报指出，AI芯片需求推动CoWoS等先进封装产能持续紧张，整体呈现供不应求状态，订单能见度较高，行业高景气预期持续强化。公司原因： 1、据2026年6月4日互动易，公司持有 Easy Connection（Cayman） Limited（六度人和开曼有限公司）13.045%股权；六度人和2011年8月获得腾讯投资，其主营产品EC是一款SCRM（社交化客户关系管理）系统，通过整合QQ、微信、手机、座机、短信和邮件等沟通工具。 2、据2026年6月4日异常波动公告，宇树科技科创板IPO申请于2026年6月1日获审议通过，公司全资子公司持有容腾0.8333%股权，容腾持有宇树科技1.1868%股权，穿透后公司持有宇树科技约0.01%股权；公司强调持股比例较低，目前不涉及机器人业务。 3、据2026年5月8日及5月19日互动易，公司旗下子公司为ASM PT提供半导体封装设备部件及整机产品，已由半导体封装设备部件加工逐步拓展到整机加工组装并实现批量出货。	1、公司向ASM PT等全球头部客户提供半导体封装测试设备部件，并切入ABL、Signify供应链； 2、公司主营LED智能照明产品、智能可穿戴等产品，海外销售占比超7成	2026-03-04\|8.40\|-1.29\|8.32\|8.51\|8.31\|149792;2026-03-05\|8.74\|4.05\|8.55\|9.03\|8.53\|237629;2026-03-06\|8.76\|0.23\|8.68\|8.78\|8.64\|135670;2026-03-09\|8.74\|-0.23\|8.59\|8.76\|8.51\|129134;2026-03-10\|8.93\|2.17\|8.80\|8.95\|8.77\|126621;2026-03-11\|9.08\|1.68\|9.00\|9.32\|8.93\|358523;2026-03-12\|9.00\|-0.88\|8.92\|9.14\|8.83\|231288;2026-03-13\|8.86\|-1.56\|9.05\|9.07\|8.84\|164208;2026-03-16\|8.94\|0.90\|8.83\|8.95\|8.81\|102888;2026-03-17\|8.65\|-3.24\|8.95\|9.00\|8.64\|121415;2026-03-18\|8.94\|3.35\|8.70\|8.94\|8.65\|130221;2026-03-19\|8.75\|-2.13\|8.82\|8.90\|8.70\|107704;2026-03-20\|8.41\|-3.89\|8.82\|8.84\|8.41\|124580;2026-03-23\|8.18\|-2.73\|8.73\|8.75\|8.06\|317072;2026-03-24\|8.26\|0.98\|8.38\|8.40\|8.02\|239523;2026-03-25\|8.29\|0.36\|8.26\|8.40\|8.22\|185190;2026-03-26\|8.00\|-3.50\|8.25\|8.32\|7.96\|172949;2026-03-27\|8.14\|1.75\|7.88\|8.14\|7.81\|100266;2026-03-30\|8.15\|0.12\|8.01\|8.15\|7.92\|116283;2026-03-31\|8.00\|-1.84\|8.13\|8.22\|8.00\|95536;2026-04-01\|8.12\|1.50\|8.16\|8.20\|8.06\|92932;2026-04-02\|7.89\|-2.83\|8.10\|8.12\|7.85\|89443;2026-04-03\|7.74\|-1.90\|8.03\|8.03\|7.72\|90239;2026-04-07\|7.87\|1.68\|7.78\|7.91\|7.75\|74629;2026-04-08\|8.27\|5.08\|8.01\|8.28\|8.01\|151407;2026-04-09\|8.15\|-1.45\|8.24\|8.26\|8.13\|88310;2026-04-10\|8.28\|1.60\|8.19\|8.34\|8.19\|100742;2026-04-13\|8.24\|-0.48\|8.21\|8.28\|8.17\|71216;2026-04-14\|8.33\|1.09\|8.35\|8.35\|8.22\|72145;2026-04-15\|8.21\|-1.44\|8.37\|8.39\|8.20\|65596;2026-04-16\|8.35\|1.71\|8.22\|8.37\|8.18\|81567;2026-04-17\|8.40\|0.60\|8.31\|8.44\|8.30\|77468;2026-04-20\|8.47\|0.83\|8.43\|8.49\|8.36\|75743;2026-04-21\|8.18\|-3.42\|8.41\|8.47\|8.09\|157350;2026-04-22\|8.29\|1.34\|8.16\|8.30\|8.09\|120092;2026-04-23\|8.07\|-2.65\|8.30\|8.31\|8.07\|109057;2026-04-24\|8.13\|0.74\|8.03\|8.19\|7.89\|99299;2026-04-27\|8.26\|1.60\|8.14\|8.28\|7.98\|106148;2026-04-28\|8.12\|-1.69\|8.21\|8.26\|8.08\|78162;2026-04-29\|8.27\|1.85\|8.08\|8.29\|8.08\|87769;2026-04-30\|8.26\|-0.12\|8.29\|8.33\|8.22\|78107;2026-05-06\|8.37\|1.33\|8.32\|8.48\|8.30\|101994;2026-05-07\|8.43\|0.72\|8.38\|8.44\|8.32\|106450;2026-05-08\|8.49\|0.71\|8.40\|8.52\|8.36\|88995;2026-05-11\|8.55\|0.71\|8.52\|8.55\|8.41\|114406;2026-05-12\|8.56\|0.12\|8.56\|8.69\|8.52\|176780;2026-05-13\|8.75\|2.22\|8.56\|8.99\|8.44\|267029;2026-05-14\|8.57\|-2.06\|8.73\|8.75\|8.57\|160028;2026-05-15\|8.60\|0.35\|8.56\|8.79\|8.54\|176863;2026-05-18\|8.67\|0.81\|8.51\|8.67\|8.47\|137960;2026-05-19\|8.78\|1.27\|8.68\|8.87\|8.59\|136590;2026-05-20\|8.77\|-0.11\|8.75\|8.85\|8.63\|135284;2026-05-21\|8.66\|-1.25\|8.86\|9.05\|8.65\|303266;2026-05-22\|8.63\|-0.35\|8.70\|8.86\|8.45\|200340;2026-05-25\|8.83\|2.32\|8.64\|8.83\|8.47\|217322;2026-05-26\|8.81\|0.34\|8.99\|9.07\|8.71\|323605;2026-05-27\|8.89\|0.91\|8.81\|9.08\|8.74\|285485;2026-05-28\|8.97\|0.90\|8.78\|8.97\|8.58\|307783;2026-05-29\|8.49\|-5.35\|8.94\|8.94\|8.42\|303216;2026-06-01\|8.59\|1.18\|8.33\|8.65\|8.23\|170878;2026-06-02\|9.45\|10.01\|8.55\|9.45\|8.49\|470309;2026-06-03\|10.40\|10.05\|10.16\|10.40\|10.16\|302703;2026-06-04\|10.54\|1.35\|10.21\|11.40\|10.09\|1573856;2026-06-05\|10.35\|-1.80\|10.24\|10.95\|10.24\|1151475;2026-06-08\|9.81\|-5.22\|9.57\|10.31\|9.51\|814694;2026-06-09\|10.79\|9.99\|9.84\|10.79\|9.64\|501986;2026-06-10\|10.70\|-0.83\|11.49\|11.87\|10.41\|1393473;2026-06-11\|9.91\|-7.38\|10.41\|10.50\|9.70\|993103;2026-06-12\|9.20\|-7.16\|10.17\|10.39\|9.05\|950692;2026-06-15\|10.12\|10.00\|9.28\|10.12\|9.27\|381502;2026-06-16\|9.84\|-2.77\|10.15\|10.16\|9.63\|792784;2026-06-17\|10.16\|3.25\|9.68\|10.30\|9.57\|927708;2026-06-18\|10.55\|3.84\|10.34\|10.96\|9.90\|980745;2026-06-22\|10.95\|3.79\|10.59\|11.09\|10.48\|919240;2026-06-23\|10.40\|-5.02\|10.60\|10.74\|10.36\|620291;2026-06-24\|10.21\|-1.83\|10.20\|10.50\|9.83\|577281;2026-06-25\|10.71\|4.90\|10.18\|10.73\|9.97\|741131;2026-06-26\|11.02\|2.89\|10.36\|11.35\|10.00\|942151;2026-06-29\|11.30\|2.54\|11.04\|11.30\|10.75\|888873;2026-06-30\|11.50\|1.77\|10.85\|11.79\|10.84\|804294;2026-07-01\|10.77\|-6.35\|11.31\|11.42\|10.62\|753064;2026-07-02\|9.89\|-8.17\|10.34\|10.55\|9.70\|559431;2026-07-03\|10.42\|5.36\|10.01\|10.88\|9.93\|765921;2026-07-06\|10.39\|-0.29\|10.57\|10.85\|10.28\|630154;2026-07-07\|11.43\|10.01\|10.12\|11.43\|9.88\|1001312;2026-07-08\|11.72\|2.54\|11.65\|12.57\|11.51\|1717514;2026-07-09\|12.25\|4.52\|11.08\|12.33\|11.06\|1400256;2026-07-10\|12.02\|-1.88\|11.70\|12.43\|11.59\|1154997;2026-07-13\|10.82\|-9.98\|11.57\|11.69\|10.82\|598087;2026-07-14\|9.74\|-9.98\|9.74\|9.80\|9.74\|64354
112524	华为发布半导体韬定律；台积电3纳米下半年涨价15%，明年或再涨10%	电子元器件分销+元器件涨价+一季报增长行业原因：摩根大通在最新研报中大幅上调全球存储市场规模预测，认为存储芯片正从周期性商品向AI基础设施核心资产转型，预计2026年DRAM市场收入将达6360亿美元，供需缺口持续扩大。公司原因： 1、据2026年4月8日公告，公司2026年第一季度营收11.49亿元，同比增长79.46%；归母净利润5162.53万元，同比增长152%，主要系人工智能算力、新能源汽车等领域需求旺盛，带动电子元器件销售增长所致。 2、据2025年年度报告，公司主营电子元器件B2B销售及PCBA业务，是电子制造产业中小批量电子元器件研发与采购的互联网平台企业；据2026年5月29日机构调研，公司依托数字化技术高效服务海量中小订单，业务覆盖数据合作、自有备货及寄售，为电子元器件线上分销领军企业之一。 3、据2026年5月29日机构调研，目前大多数元器件品类价格处于上涨通道，包括存储、MLCC等，公司凭借全球供应网络及与供应商的长期合作，在涨价行情下能优先获取货源并从中受益。	公司有销售存储芯片产品	2026-03-04\|146.95\|1.07\|143.68\|149.77\|143.00\|9238;2026-03-05\|146.15\|-0.54\|150.00\|151.27\|145.58\|7862;2026-03-06\|148.80\|1.81\|146.10\|150.00\|145.52\|8578;2026-03-09\|146.68\|-1.42\|145.98\|146.81\|143.00\|9140;2026-03-10\|150.52\|2.62\|148.49\|152.08\|148.48\|10636;2026-03-11\|149.63\|-0.59\|151.24\|151.90\|148.80\|7930;2026-03-12\|148.80\|-0.55\|149.37\|149.87\|146.00\|7191;2026-03-13\|147.60\|-0.81\|147.09\|150.77\|146.80\|6376;2026-03-16\|153.74\|4.16\|147.30\|154.54\|146.86\|15142;2026-03-17\|154.99\|0.81\|152.70\|157.86\|151.00\|17196;2026-03-18\|167.78\|8.25\|155.01\|173.00\|155.00\|43810;2026-03-19\|161.28\|-3.87\|159.00\|162.88\|158.47\|25400;2026-03-20\|155.92\|-3.32\|160.00\|160.46\|155.66\|16055;2026-03-23\|149.29\|-4.25\|150.37\|154.47\|144.58\|14501;2026-03-24\|155.25\|3.99\|151.52\|155.59\|144.14\|17288;2026-03-25\|156.02\|0.50\|153.00\|157.85\|153.00\|16055;2026-03-26\|148.31\|-4.94\|153.53\|154.20\|148.00\|11955;2026-03-27\|147.58\|-0.49\|145.24\|149.79\|144.62\|7379;2026-03-30\|143.75\|-2.60\|143.28\|146.40\|142.02\|12713;2026-03-31\|134.20\|-6.64\|142.49\|142.49\|134.08\|15171;2026-04-01\|141.34\|5.32\|138.04\|141.88\|136.90\|14767;2026-04-02\|137.17\|-2.95\|140.96\|142.97\|136.35\|10377;2026-04-03\|132.90\|-3.11\|137.42\|138.88\|132.60\|9274;2026-04-07\|140.80\|5.94\|134.68\|143.58\|133.03\|16105;2026-04-08\|156.01\|10.80\|149.00\|161.00\|149.00\|29370;2026-04-09\|154.75\|-0.81\|153.21\|157.10\|153.21\|19316;2026-04-10\|156.31\|1.01\|155.99\|158.50\|155.19\|17059;2026-04-13\|158.59\|1.46\|153.80\|158.99\|153.39\|14365;2026-04-14\|165.00\|4.04\|160.07\|166.92\|159.02\|22971;2026-04-15\|159.99\|-3.04\|166.00\|166.50\|159.20\|23342;2026-04-16\|165.16\|3.23\|162.00\|166.77\|159.17\|19376;2026-04-17\|168.52\|2.03\|163.63\|169.30\|163.38\|19356;2026-04-20\|166.10\|-1.44\|168.00\|168.00\|165.07\|15199;2026-04-21\|167.20\|0.66\|166.08\|167.81\|163.51\|14390;2026-04-22\|167.80\|0.36\|166.00\|168.35\|163.67\|12931;2026-04-23\|163.72\|-2.43\|169.05\|169.05\|160.26\|14506;2026-04-24\|163.72\|0.00\|164.08\|166.60\|162.09\|10761;2026-04-27\|165.50\|1.09\|162.99\|166.98\|162.88\|11728;2026-04-28\|162.10\|-2.05\|164.58\|166.00\|160.74\|10306;2026-04-29\|162.97\|0.54\|161.32\|164.50\|158.67\|10068;2026-04-30\|163.90\|0.57\|162.64\|165.08\|160.10\|11698;2026-05-06\|170.29\|3.90\|168.00\|173.69\|168.00\|26200;2026-05-07\|171.93\|0.96\|168.52\|172.23\|167.32\|22023;2026-05-08\|174.58\|1.54\|169.73\|176.99\|168.33\|24872;2026-05-11\|176.85\|1.30\|179.00\|183.08\|176.03\|31635;2026-05-12\|170.03\|-3.86\|174.50\|174.50\|169.00\|22938;2026-05-13\|172.06\|1.19\|167.30\|172.82\|164.02\|20518;2026-05-14\|167.60\|-2.59\|172.06\|174.49\|167.50\|17770;2026-05-15\|169.10\|0.90\|168.11\|177.01\|162.28\|24242;2026-05-18\|171.89\|1.65\|169.38\|175.58\|166.99\|21198;2026-05-19\|170.12\|-1.03\|171.00\|171.48\|165.50\|16358;2026-05-20\|177.40\|4.28\|169.54\|181.30\|168.00\|33702;2026-05-21\|162.12\|-8.61\|178.45\|180.27\|161.16\|31936;2026-05-22\|171.10\|5.54\|165.03\|172.00\|165.03\|25503;2026-05-25\|199.62\|16.67\|175.11\|204.00\|175.11\|61702;2026-05-26\|199.40\|-0.11\|198.91\|205.00\|190.30\|43798;2026-05-27\|210.00\|5.32\|199.40\|218.00\|190.00\|61334;2026-05-28\|242.61\|15.53\|201.44\|251.33\|195.00\|65962;2026-05-29\|174.07\|-6.53\|184.57\|205.00\|172.46\|93427;2026-06-01\|176.42\|1.35\|173.00\|198.80\|173.00\|85285;2026-06-02\|211.70\|20.00\|168.06\|211.70\|164.45\|94482;2026-06-03\|206.00\|-2.69\|211.56\|218.96\|201.68\|81715;2026-06-04\|224.25\|8.86\|202.23\|227.99\|202.23\|76170;2026-06-05\|218.01\|-2.78\|221.51\|232.99\|216.28\|58240;2026-06-08\|192.20\|-11.84\|202.00\|213.50\|190.52\|54207;2026-06-09\|204.77\|6.54\|197.00\|219.57\|186.97\|67415;2026-06-10\|184.18\|-10.06\|198.00\|198.66\|181.00\|46408;2026-06-11\|178.10\|-3.30\|181.01\|188.00\|174.15\|43392;2026-06-12\|171.55\|-3.68\|183.63\|186.66\|168.00\|46029;2026-06-15\|184.80\|7.72\|172.96\|186.51\|172.96\|49853;2026-06-16\|188.02\|1.74\|187.00\|192.80\|182.61\|43379;2026-06-17\|191.00\|1.58\|181.03\|193.99\|180.00\|60635;2026-06-18\|198.59\|3.97\|185.72\|202.00\|185.17\|60700;2026-06-22\|201.24\|1.33\|198.59\|209.86\|191.63\|61563;2026-06-23\|181.00\|-10.06\|193.80\|195.70\|177.88\|45025;2026-06-24\|178.91\|-1.15\|177.77\|183.88\|174.01\|32283;2026-06-25\|189.39\|5.86\|183.00\|190.00\|180.03\|41207;2026-06-26\|171.40\|-9.50\|186.38\|186.40\|171.33\|38122;2026-06-29\|165.40\|-3.50\|169.52\|174.60\|160.20\|28028;2026-06-30\|174.39\|5.44\|163.00\|175.90\|161.01\|28904;2026-07-01\|167.20\|-4.12\|173.97\|175.00\|166.58\|25939;2026-07-02\|158.58\|-5.16\|161.00\|166.36\|157.40\|22301;2026-07-03\|157.92\|-0.42\|156.89\|162.50\|155.02\|16924;2026-07-06\|154.71\|-2.03\|162.22\|163.30\|152.00\|19873;2026-07-07\|163.34\|5.58\|171.03\|175.00\|160.13\|41888;2026-07-08\|154.51\|-5.41\|159.60\|162.00\|152.70\|29440;2026-07-09\|158.19\|2.38\|157.29\|159.88\|148.28\|31686;2026-07-10\|154.58\|-2.28\|158.22\|166.70\|154.09\|33078;2026-07-13\|140.31\|-9.23\|150.99\|153.90\|139.12\|32297;2026-07-14\|139.81\|-0.36\|142.67\|142.78\|139.81\|271
112523	消息称字节跳动今年计划最高支出700亿美元	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-03-04\|128.70\|1.37\|123.04\|132.15\|123.03\|202330;2026-03-05\|128.59\|-0.09\|131.00\|133.93\|126.57\|189745;2026-03-06\|128.36\|-0.18\|128.71\|132.34\|126.16\|159588;2026-03-09\|120.69\|-5.98\|122.68\|123.20\|115.57\|198281;2026-03-10\|129.27\|7.11\|123.20\|130.00\|123.20\|181289;2026-03-11\|125.76\|-2.72\|129.17\|132.39\|125.58\|161837;2026-03-12\|120.50\|-4.18\|125.99\|127.55\|117.71\|174503;2026-03-13\|117.64\|-2.37\|118.50\|119.85\|115.50\|112692;2026-03-16\|117.38\|-0.22\|117.78\|117.99\|112.51\|124609;2026-03-17\|107.75\|-8.20\|119.50\|119.55\|106.23\|243651;2026-03-18\|109.98\|2.07\|108.00\|110.57\|106.26\|128022;2026-03-19\|104.06\|-5.38\|106.50\|108.00\|103.53\|172575;2026-03-20\|103.73\|-0.32\|105.50\|106.18\|102.60\|130089;2026-03-23\|96.84\|-6.64\|100.00\|102.29\|96.40\|173016;2026-03-24\|98.89\|2.12\|99.00\|99.26\|95.70\|126715;2026-03-25\|103.10\|4.26\|101.31\|105.00\|101.31\|163832;2026-03-26\|100.27\|-2.74\|102.61\|103.56\|99.83\|92742;2026-03-27\|101.25\|0.98\|99.00\|102.88\|98.07\|92828;2026-03-30\|100.45\|-0.79\|99.80\|101.39\|98.07\|91360;2026-03-31\|97.20\|-3.24\|100.46\|100.61\|96.08\|113178;2026-04-01\|102.57\|5.52\|100.88\|102.88\|99.30\|135671;2026-04-02\|96.40\|-6.02\|100.70\|101.80\|95.50\|176983;2026-04-03\|94.57\|-1.90\|97.74\|98.29\|94.56\|110174;2026-04-07\|93.79\|-0.82\|95.50\|96.16\|93.63\|114902;2026-04-08\|102.50\|9.29\|97.85\|102.95\|97.50\|174136;2026-04-09\|102.57\|0.07\|101.10\|105.92\|101.10\|156136;2026-04-10\|105.11\|2.48\|103.49\|108.00\|103.00\|191689;2026-04-13\|104.45\|-0.63\|103.61\|105.78\|102.30\|149080;2026-04-14\|108.67\|4.04\|106.86\|110.82\|104.46\|217066;2026-04-15\|105.59\|-2.83\|111.51\|112.30\|104.42\|200175;2026-04-16\|104.53\|-1.00\|105.59\|106.80\|104.04\|175041;2026-04-17\|106.13\|1.53\|104.53\|108.00\|102.73\|204247;2026-04-20\|112.05\|5.58\|106.12\|114.60\|105.30\|283956;2026-04-21\|107.46\|-4.10\|108.88\|109.00\|105.50\|238668;2026-04-22\|108.37\|0.85\|106.20\|109.41\|105.00\|251763;2026-04-23\|106.46\|-1.76\|109.49\|110.10\|103.87\|206304;2026-04-24\|104.54\|-1.80\|105.14\|107.71\|104.31\|174686;2026-04-27\|108.04\|3.35\|104.00\|109.87\|103.80\|226837;2026-04-28\|105.10\|-2.72\|107.50\|108.50\|104.50\|143243;2026-04-29\|115.61\|10.00\|110.00\|115.61\|109.50\|227312;2026-04-30\|120.21\|3.98\|121.39\|124.57\|118.22\|384842;2026-05-06\|120.33\|0.10\|122.50\|123.00\|119.39\|307180;2026-05-07\|123.00\|2.22\|123.00\|123.87\|119.76\|225505;2026-05-08\|122.70\|-0.24\|121.60\|124.10\|119.51\|191003;2026-05-11\|125.00\|1.87\|123.55\|126.88\|122.00\|234522;2026-05-12\|125.33\|0.26\|126.66\|127.00\|122.78\|188560;2026-05-13\|137.86\|10.00\|124.42\|137.86\|123.80\|286103;2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|160.16\|0.93\|159.75\|160.80\|158.91\|9372
112522	消息称字节跳动今年计划最高支出700亿美元	算力租赁+腾讯合作+酒类销售行业原因：近日OpenClaw爆火催生算力需求。阿里云3月4日公告，因阿里云Coding Plan订阅太火爆，模型API调用量暴涨，开启限量供应。MiniMax3月2日公告，M2模型token用量在2026年2月相较2025年12月增长至6倍，其中来自Coding Plan的token消耗量增长超过10倍。公司原因： 1、据2025年5月19日公告，孙公司杭州图灵引擎与腾讯签订1.134亿元算力服务协议，合同期18个月，标志公司智算服务能力获头部客户认可。 2、据2025年4月11日互动易，公司智算资源池规模不低于48PFlops FP32，显存56TB，具备稀缺合规高性能算力。 3、据2025年4月29日年报，公司2024年积极拓展酒类销售品种与渠道，掌握采购与销售核心客户。	公司孙公司图灵引擎科技与腾讯签订了《算力服务协议》，拟向腾讯提供集群算力服务；一季度业绩同比减亏	2026-03-04\|6.93\|0.00\|6.77\|7.03\|6.70\|343866;2026-03-05\|7.09\|2.31\|7.07\|7.19\|6.91\|358301;2026-03-06\|7.29\|2.82\|7.00\|7.55\|6.97\|475363;2026-03-09\|8.02\|10.01\|7.23\|8.02\|7.17\|978454;2026-03-10\|8.82\|9.98\|8.20\|8.82\|7.99\|1698664;2026-03-11\|8.51\|-3.51\|9.30\|9.59\|8.45\|2188203;2026-03-12\|8.45\|-0.71\|8.71\|8.82\|8.36\|1331564;2026-03-13\|7.91\|-6.39\|8.36\|8.46\|7.85\|995242;2026-03-16\|8.09\|2.28\|7.91\|8.45\|7.64\|979961;2026-03-17\|8.53\|5.44\|8.20\|8.89\|7.95\|1577624;2026-03-18\|8.70\|1.99\|8.67\|8.85\|8.51\|1258894;2026-03-19\|8.53\|-1.95\|8.55\|8.85\|8.38\|968385;2026-03-20\|8.00\|-6.21\|8.58\|8.69\|7.99\|834089;2026-03-23\|8.44\|5.50\|7.87\|8.80\|7.78\|1514964;2026-03-24\|8.60\|1.90\|8.68\|8.78\|8.39\|1208560;2026-03-25\|8.80\|2.33\|8.58\|9.02\|8.58\|1063272;2026-03-26\|8.74\|-0.68\|8.71\|9.28\|8.62\|1295433;2026-03-27\|8.90\|1.83\|8.45\|9.29\|8.41\|1175042;2026-03-30\|8.88\|-0.22\|8.66\|8.88\|8.30\|936568;2026-03-31\|8.36\|-5.86\|8.72\|8.80\|8.29\|847356;2026-04-01\|8.83\|5.62\|8.55\|9.20\|8.46\|1249693;2026-04-02\|8.03\|-9.06\|8.57\|8.74\|8.01\|1006595;2026-04-03\|7.40\|-7.85\|8.19\|8.33\|7.34\|835903;2026-04-07\|7.58\|2.43\|7.41\|7.82\|7.22\|603785;2026-04-08\|8.08\|6.60\|7.77\|8.19\|7.71\|684608;2026-04-09\|7.71\|-4.58\|8.01\|8.33\|7.61\|744570;2026-04-10\|7.24\|-6.10\|7.86\|7.88\|7.21\|935968;2026-04-13\|7.34\|1.38\|7.03\|7.43\|6.94\|552940;2026-04-14\|7.23\|-1.50\|7.41\|7.69\|7.11\|614330;2026-04-15\|6.51\|-9.96\|7.05\|7.17\|6.51\|1057265;2026-04-16\|6.85\|5.22\|6.52\|6.95\|6.49\|943189;2026-04-17\|6.54\|-4.53\|6.74\|6.81\|6.48\|615416;2026-04-20\|6.49\|-0.76\|6.51\|6.58\|6.43\|409102;2026-04-21\|6.34\|-2.31\|6.45\|6.45\|6.26\|377604;2026-04-22\|6.26\|-1.26\|6.33\|6.33\|6.13\|396367;2026-04-23\|6.35\|1.44\|6.27\|6.39\|6.20\|437413;2026-04-24\|6.17\|-2.83\|6.26\|6.28\|6.07\|395969;2026-04-27\|6.18\|0.16\|6.14\|6.21\|6.02\|293131;2026-04-28\|6.80\|10.03\|6.39\|6.80\|6.33\|898197;2026-04-29\|6.85\|0.74\|6.63\|6.99\|6.60\|1042400;2026-04-30\|6.81\|-0.58\|6.84\|6.92\|6.66\|632777;2026-05-06\|7.01\|2.94\|6.92\|7.06\|6.86\|630199;2026-05-07\|7.47\|6.56\|7.02\|7.62\|6.95\|1139201;2026-05-08\|7.14\|-4.42\|7.29\|7.29\|7.12\|768193;2026-05-11\|7.04\|-1.40\|7.16\|7.23\|6.97\|532452;2026-05-12\|7.08\|0.57\|7.04\|7.12\|6.87\|573111;2026-05-13\|7.42\|4.80\|7.02\|7.54\|6.97\|922564;2026-05-14\|7.51\|1.21\|8.16\|8.16\|7.50\|1499818;2026-05-15\|7.37\|-1.86\|7.21\|7.80\|7.21\|1074094;2026-05-18\|7.05\|-4.34\|7.22\|7.50\|6.91\|728165;2026-05-19\|6.98\|-0.99\|6.99\|7.19\|6.81\|505940;2026-05-20\|6.62\|-5.16\|6.96\|7.11\|6.53\|596444;2026-05-21\|6.18\|-6.65\|6.65\|6.69\|6.15\|600734;2026-05-22\|6.35\|2.75\|6.23\|6.40\|6.09\|417309;2026-05-25\|6.16\|-2.99\|6.34\|6.41\|6.08\|375251;2026-05-26\|5.85\|-5.03\|6.10\|6.10\|5.75\|415725;2026-05-27\|5.69\|-2.73\|5.87\|5.87\|5.63\|282110;2026-05-28\|5.88\|3.34\|5.71\|6.05\|5.71\|428646;2026-05-29\|5.55\|-5.61\|5.85\|5.88\|5.50\|348022;2026-06-01\|5.66\|1.98\|5.51\|5.75\|5.41\|265687;2026-06-02\|6.23\|10.07\|5.67\|6.23\|5.44\|830579;2026-06-03\|5.93\|-4.82\|6.14\|6.28\|5.92\|856120;2026-06-04\|5.92\|-0.17\|5.84\|6.14\|5.71\|672300;2026-06-05\|5.83\|-1.52\|5.95\|6.00\|5.76\|419015;2026-06-08\|5.61\|-3.77\|5.55\|5.82\|5.51\|308924;2026-06-09\|6.17\|9.98\|5.72\|6.17\|5.64\|628880;2026-06-10\|6.18\|0.16\|6.02\|6.57\|6.02\|995815;2026-06-11\|5.92\|-4.21\|6.13\|6.15\|5.86\|522435;2026-06-12\|5.97\|0.84\|6.09\|6.09\|5.77\|418343;2026-06-15\|6.17\|3.35\|5.98\|6.19\|5.97\|462152;2026-06-16\|5.96\|-3.40\|6.10\|6.10\|5.85\|426311;2026-06-17\|6.09\|2.18\|5.90\|6.15\|5.73\|632795;2026-06-18\|5.90\|-3.12\|5.97\|6.06\|5.87\|363625;2026-06-22\|5.90\|0.00\|5.82\|5.97\|5.82\|265403;2026-06-23\|6.00\|1.69\|5.86\|6.23\|5.82\|476847;2026-06-24\|6.18\|3.00\|5.96\|6.23\|5.67\|672711;2026-06-25\|6.02\|-2.59\|6.18\|6.41\|6.01\|540038;2026-06-26\|5.83\|-3.16\|5.96\|6.07\|5.72\|380277;2026-06-29\|5.64\|-3.26\|5.76\|5.83\|5.61\|294930;2026-06-30\|5.72\|1.42\|5.61\|5.77\|5.42\|310063;2026-07-01\|5.80\|1.40\|5.67\|6.08\|5.58\|394908;2026-07-02\|5.76\|-0.69\|5.85\|5.98\|5.73\|350927;2026-07-03\|5.60\|-2.78\|5.70\|5.78\|5.58\|246507;2026-07-06\|5.04\|-10.00\|5.60\|5.60\|5.04\|458135;2026-07-07\|4.64\|-7.94\|4.95\|4.97\|4.60\|449525;2026-07-08\|4.68\|0.86\|4.64\|4.70\|4.50\|251587;2026-07-09\|4.68\|0.00\|4.74\|4.85\|4.63\|270867;2026-07-10\|4.87\|4.06\|4.64\|5.02\|4.56\|449419;2026-07-13\|4.56\|-6.37\|4.86\|4.92\|4.54\|284149;2026-07-14\|4.58\|0.44\|4.56\|4.60\|4.56\|2487
112521	消息称字节跳动今年计划最高支出700亿美元	高速铜连接+铜合金板带+一季报增长+国资行业原因：英伟达首席执行官黄仁勋表示，未来5到10年，仍将大量使用铜缆，同时也会使用海量的光器件。公司原因： 1、据2026年3月31日年报，公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案。 2、据2026年3月31日年报，公司专注高性能铜合金板带，高端产品稳定供货泰科、安费诺、莫仕、安波福等全球知名连接器企业及博世等汽车一级供应商。 3、据2026年4月29日公告，公司2026年第一季度归母净利润1646.04万元，同比增长84.28%。 4、据2026年5月8日公告及资料，公司控股股东为四川融鑫弘梓科技有限公司，实控人为三台县国有资产监督管理办公室。	公司布局高速铜连接领域，产品涵盖800G-1.6T的ACC/AEC高速铜连接，并在研1.6T及3.2T高速铜连接项目，为AI与算力中心提供连接解决方案	2026-03-04\|3.67\|-0.54\|3.67\|3.75\|3.64\|518776;2026-03-05\|3.75\|2.18\|3.73\|3.80\|3.73\|490018;2026-03-06\|3.74\|-0.27\|3.72\|3.75\|3.67\|387745;2026-03-09\|3.65\|-2.41\|3.67\|3.68\|3.58\|699307;2026-03-10\|3.72\|1.92\|3.68\|3.72\|3.67\|409480;2026-03-11\|3.71\|-0.27\|3.72\|3.74\|3.67\|378182;2026-03-12\|3.67\|-1.08\|3.70\|3.72\|3.65\|369719;2026-03-13\|3.60\|-1.91\|3.66\|3.68\|3.59\|479851;2026-03-16\|3.58\|-0.56\|3.60\|3.62\|3.51\|489096;2026-03-17\|3.54\|-1.12\|3.60\|3.73\|3.53\|625199;2026-03-18\|3.52\|-0.56\|3.49\|3.53\|3.48\|467857;2026-03-19\|3.38\|-3.98\|3.49\|3.49\|3.36\|481123;2026-03-20\|3.29\|-2.66\|3.40\|3.42\|3.28\|390056;2026-03-23\|3.06\|-6.99\|3.21\|3.22\|3.04\|554813;2026-03-24\|3.22\|5.23\|3.13\|3.23\|3.09\|488927;2026-03-25\|3.31\|2.79\|3.24\|3.32\|3.23\|367579;2026-03-26\|3.23\|-2.42\|3.31\|3.32\|3.21\|344497;2026-03-27\|3.36\|4.02\|3.19\|3.37\|3.15\|528975;2026-03-30\|3.40\|1.19\|3.33\|3.41\|3.29\|407497;2026-03-31\|3.35\|-1.47\|3.40\|3.44\|3.34\|361243;2026-04-01\|3.35\|0.00\|3.40\|3.41\|3.32\|346939;2026-04-02\|3.29\|-1.79\|3.34\|3.36\|3.26\|290149;2026-04-03\|3.22\|-2.13\|3.29\|3.30\|3.20\|256147;2026-04-07\|3.32\|3.11\|3.23\|3.32\|3.22\|283708;2026-04-08\|3.55\|6.93\|3.48\|3.58\|3.45\|854128;2026-04-09\|3.61\|1.69\|3.51\|3.63\|3.50\|773483;2026-04-10\|3.60\|-0.28\|3.65\|3.67\|3.60\|618745;2026-04-13\|3.60\|0.00\|3.62\|3.62\|3.56\|422922;2026-04-14\|3.65\|1.39\|3.62\|3.66\|3.59\|501327;2026-04-15\|3.58\|-1.92\|3.65\|3.69\|3.58\|423931;2026-04-16\|3.60\|0.56\|3.57\|3.61\|3.56\|361852;2026-04-17\|3.65\|1.39\|3.61\|3.66\|3.59\|378424;2026-04-20\|3.69\|1.10\|3.65\|3.71\|3.64\|516153;2026-04-21\|3.66\|-0.81\|3.67\|3.69\|3.62\|361283;2026-04-22\|3.69\|0.82\|3.66\|3.75\|3.62\|596681;2026-04-23\|3.58\|-2.98\|3.68\|3.68\|3.57\|482410;2026-04-24\|3.60\|0.56\|3.56\|3.62\|3.55\|346005;2026-04-27\|3.66\|1.67\|3.58\|3.67\|3.57\|390515;2026-04-28\|3.60\|-1.64\|3.66\|3.69\|3.58\|359103;2026-04-29\|3.63\|0.83\|3.61\|3.65\|3.59\|351864;2026-04-30\|3.65\|0.55\|3.63\|3.68\|3.62\|334698;2026-05-06\|3.71\|1.64\|3.65\|3.72\|3.64\|589356;2026-05-07\|3.73\|0.54\|3.73\|3.78\|3.70\|500503;2026-05-08\|3.78\|1.34\|3.72\|3.79\|3.70\|590698;2026-05-11\|3.72\|-1.59\|3.80\|3.82\|3.70\|548923;2026-05-12\|3.68\|-1.08\|3.75\|3.75\|3.64\|430942;2026-05-13\|3.68\|0.00\|3.68\|3.73\|3.66\|435106;2026-05-14\|3.58\|-2.72\|3.69\|3.70\|3.58\|531457;2026-05-15\|3.49\|-2.51\|3.58\|3.60\|3.47\|481967;2026-05-18\|3.57\|2.29\|3.50\|3.58\|3.40\|481144;2026-05-19\|3.68\|3.08\|3.57\|3.75\|3.57\|680379;2026-05-20\|3.63\|-1.36\|3.64\|3.65\|3.55\|404226;2026-05-21\|3.42\|-5.79\|3.65\|3.67\|3.41\|500938;2026-05-22\|3.62\|5.85\|3.43\|3.66\|3.41\|643441;2026-05-25\|3.60\|-0.55\|3.65\|3.69\|3.55\|428918;2026-05-26\|3.84\|6.67\|3.58\|3.96\|3.54\|1804075;2026-05-27\|3.73\|-2.86\|3.81\|3.86\|3.70\|1182026;2026-05-28\|3.74\|0.27\|3.71\|3.78\|3.66\|755492;2026-05-29\|3.54\|-5.35\|3.74\|3.82\|3.51\|966342;2026-06-01\|3.63\|2.54\|3.51\|3.68\|3.48\|684802;2026-06-02\|3.99\|9.92\|3.63\|3.99\|3.53\|2126759;2026-06-03\|4.39\|10.03\|4.39\|4.39\|4.39\|564509;2026-06-04\|4.83\|10.02\|4.64\|4.83\|4.56\|6207462;2026-06-05\|4.49\|-7.04\|4.50\|4.77\|4.46\|5878020;2026-06-08\|4.61\|2.67\|4.35\|4.83\|4.30\|4965904;2026-06-09\|4.46\|-3.25\|4.61\|4.74\|4.38\|3916922;2026-06-10\|4.01\|-10.09\|4.35\|4.38\|4.01\|3046381;2026-06-11\|4.27\|6.48\|3.90\|4.41\|3.90\|4583393;2026-06-12\|4.15\|-2.81\|4.17\|4.30\|4.09\|3302092;2026-06-15\|4.29\|3.37\|4.26\|4.45\|4.25\|2237569;2026-06-16\|4.43\|3.26\|4.26\|4.58\|4.24\|2665639;2026-06-17\|4.37\|-1.35\|4.33\|4.47\|4.32\|2070636;2026-06-18\|4.24\|-2.97\|4.30\|4.42\|4.22\|1912581;2026-06-22\|4.44\|4.72\|4.37\|4.51\|4.18\|2677707;2026-06-23\|4.58\|3.15\|4.43\|4.75\|4.34\|3851812;2026-06-24\|4.20\|-8.30\|4.44\|4.56\|4.12\|3343060;2026-06-25\|4.04\|-3.81\|4.10\|4.29\|3.98\|2311029;2026-06-26\|3.69\|-8.66\|4.02\|4.03\|3.68\|1990125;2026-06-29\|3.52\|-4.61\|3.68\|3.87\|3.46\|1641932;2026-06-30\|3.48\|-1.14\|3.50\|3.54\|3.37\|1166714;2026-07-01\|3.41\|-2.01\|3.48\|3.50\|3.39\|1423332;2026-07-02\|3.38\|-0.88\|3.38\|3.51\|3.35\|1322208;2026-07-03\|3.33\|-1.48\|3.38\|3.43\|3.32\|1188377;2026-07-06\|3.27\|-1.80\|3.35\|3.38\|3.18\|1350391;2026-07-07\|3.23\|-1.22\|3.26\|3.30\|3.20\|751400;2026-07-08\|3.03\|-6.19\|3.20\|3.21\|3.03\|1060104;2026-07-09\|3.01\|-0.66\|3.03\|3.07\|2.87\|1051490;2026-07-10\|3.03\|0.66\|3.00\|3.12\|2.97\|953490;2026-07-13\|2.80\|-7.59\|3.02\|3.03\|2.79\|967846;2026-07-14\|2.95\|5.36\|2.88\|2.96\|2.88\|52242
112520	消息称字节跳动今年计划最高支出700亿美元	AI数据中心+电接触材料+一季报扭亏+贵金属循环行业原因： 1、据经济参考报6月12日报道，“十五五”时期我国电网总投资规模预计突破5万亿元，前三个月投资总额已超1600亿元。 2、据证券日报6月11日报道，6月以来电力领域订单密集释放，印证电网新一轮建设周期已经开启。公司原因： 1、据2026年6月5日互动易，公司为数据中心应用领域研发的高分断能力一体化焊接触头组件，已成功为微软、Meta、华为等科技巨头数据中心的供应商实现供货，近年来应用于数据中心领域的电接触材料销售规模增速较快。 2、据公司官网及此前公告，公司下属子公司温州伟达主要开展贵金属循环业务，从废旧金属材料中回收白银、黄金等金属并制作成银锭、黄金等产品；据2026年5月7日业绩说明会，公司已建成年回收800吨银锭的专用厂房及高标准环保设施。 3、据2026年4月30日公告，公司2026年第一季度实现营收19.42亿元，同比增长92.67%；归母净利润1.81亿元，同比实现扭亏为盈。	公司低压电接触材料销售额国内第一，高分断能力焊接触头组件已配套施耐德、西门子、ABB等全球头部客户，北美数据中心低压配套业务在关税压力下逆势增长	2026-03-04\|32.41\|10.01\|28.83\|32.41\|28.78\|98741;2026-03-05\|33.61\|3.70\|34.01\|35.20\|33.18\|138317;2026-03-06\|33.84\|0.68\|33.59\|34.29\|32.10\|82942;2026-03-09\|33.34\|-1.48\|33.30\|33.72\|32.36\|75360;2026-03-10\|34.98\|4.92\|33.17\|36.67\|33.17\|198517;2026-03-11\|33.88\|-3.14\|34.63\|35.00\|33.33\|149338;2026-03-12\|32.70\|-3.48\|33.50\|34.32\|32.60\|80684;2026-03-13\|31.28\|-4.34\|32.40\|32.69\|30.86\|74115;2026-03-16\|31.90\|1.98\|31.28\|32.33\|30.33\|80542;2026-03-17\|30.33\|-4.92\|32.06\|32.40\|30.30\|47186;2026-03-18\|31.69\|4.48\|30.48\|32.09\|30.25\|47975;2026-03-19\|31.05\|-2.02\|30.75\|32.55\|30.70\|59329;2026-03-20\|29.95\|-3.54\|31.21\|31.57\|29.90\|43183;2026-03-23\|28.71\|-4.14\|29.29\|30.39\|28.43\|62887;2026-03-24\|29.78\|3.73\|29.23\|29.78\|28.24\|40385;2026-03-25\|29.78\|0.00\|30.35\|30.35\|29.51\|43269;2026-03-26\|28.67\|-3.73\|29.42\|29.73\|28.55\|31669;2026-03-27\|28.96\|1.01\|28.52\|29.29\|28.28\|37375;2026-03-30\|29.01\|0.17\|28.90\|29.40\|28.53\|26678;2026-03-31\|28.20\|-2.79\|28.95\|29.46\|28.00\|28798;2026-04-01\|29.53\|4.72\|28.69\|29.65\|28.28\|59697;2026-04-02\|28.57\|-3.25\|29.31\|29.79\|28.41\|48695;2026-04-03\|28.18\|-1.37\|28.62\|28.88\|28.01\|35645;2026-04-07\|28.50\|1.14\|28.20\|29.28\|28.16\|40263;2026-04-08\|31.35\|10.00\|29.10\|31.35\|28.91\|47604;2026-04-09\|31.64\|0.93\|31.26\|32.43\|30.74\|77824;2026-04-10\|34.23\|8.19\|31.95\|34.80\|31.87\|91935;2026-04-13\|32.60\|-4.76\|34.26\|34.90\|32.19\|121124;2026-04-14\|32.39\|-0.64\|32.91\|33.44\|31.81\|79682;2026-04-15\|33.14\|2.32\|32.40\|33.83\|32.36\|71095;2026-04-16\|33.72\|1.75\|33.24\|34.10\|32.68\|49669;2026-04-17\|36.22\|7.41\|33.70\|36.96\|33.49\|89520;2026-04-20\|36.55\|0.91\|36.38\|37.77\|36.20\|77356;2026-04-21\|37.37\|2.24\|36.68\|37.76\|35.70\|67955;2026-04-22\|37.35\|-0.05\|37.06\|37.51\|36.51\|46220;2026-04-23\|36.31\|-2.78\|37.37\|38.56\|35.40\|68974;2026-04-24\|37.80\|4.10\|36.50\|38.50\|35.98\|95528;2026-04-27\|40.36\|6.77\|38.00\|40.66\|37.80\|105849;2026-04-28\|40.09\|-0.67\|40.00\|40.72\|39.11\|71567;2026-04-29\|42.44\|5.86\|40.70\|42.70\|40.03\|79189;2026-04-30\|46.68\|9.99\|46.68\|46.68\|46.68\|24307;2026-05-06\|51.35\|10.00\|51.35\|51.35\|50.52\|94385;2026-05-07\|56.49\|10.01\|56.49\|56.49\|56.49\|15763;2026-05-08\|62.14\|10.00\|62.14\|62.14\|62.14\|16675;2026-05-11\|68.35\|9.99\|68.35\|68.35\|68.35\|5439;2026-05-12\|73.61\|7.70\|75.19\|75.19\|69.80\|330308;2026-05-13\|77.11\|4.75\|72.17\|78.45\|72.17\|264109;2026-05-14\|69.40\|-10.00\|74.15\|75.14\|69.40\|224900;2026-05-15\|69.93\|0.76\|69.00\|72.65\|67.79\|161757;2026-05-18\|70.95\|1.46\|67.10\|71.60\|64.00\|141634;2026-05-19\|70.04\|-1.28\|69.52\|72.65\|68.34\|121197;2026-05-20\|66.86\|-4.54\|68.50\|69.87\|64.00\|140729;2026-05-21\|63.83\|-4.53\|66.86\|67.85\|62.69\|107754;2026-05-22\|65.29\|2.29\|64.00\|65.62\|63.37\|80392;2026-05-25\|67.14\|2.83\|65.81\|67.40\|62.20\|110905;2026-05-26\|67.70\|0.83\|65.87\|71.08\|65.20\|165571;2026-05-27\|72.30\|6.79\|66.86\|72.30\|66.23\|180040;2026-05-28\|68.77\|-4.88\|71.04\|74.50\|68.21\|172723;2026-05-29\|62.20\|-9.55\|68.00\|68.60\|61.89\|214385;2026-06-01\|68.42\|10.00\|62.42\|68.42\|62.42\|158193;2026-06-02\|75.26\|10.00\|68.42\|75.26\|68.00\|156052;2026-06-03\|72.39\|-3.81\|75.95\|80.74\|71.75\|231437;2026-06-04\|77.51\|7.07\|73.83\|78.18\|72.56\|180521;2026-06-05\|83.41\|7.61\|75.66\|85.26\|73.20\|228468;2026-06-08\|90.00\|7.90\|78.86\|91.26\|78.86\|211963;2026-06-09\|89.20\|-0.89\|88.38\|90.71\|81.00\|214861;2026-06-10\|80.28\|-10.00\|85.30\|89.00\|80.28\|146372;2026-06-11\|76.01\|-5.14\|77.50\|79.45\|73.50\|160955;2026-06-12\|72.86\|-4.14\|77.30\|79.91\|72.00\|148823;2026-06-15\|80.15\|10.01\|74.99\|80.15\|74.30\|67515;2026-06-16\|88.17\|10.01\|84.00\|88.17\|81.20\|167420;2026-06-17\|84.49\|-4.17\|83.00\|85.40\|82.10\|162511;2026-06-18\|86.00\|1.79\|84.49\|88.10\|83.20\|126326;2026-06-22\|83.64\|-2.74\|85.80\|89.44\|81.33\|143799;2026-06-23\|84.65\|1.21\|82.50\|89.00\|78.20\|153690;2026-06-24\|93.12\|10.01\|83.21\|93.12\|82.88\|164623;2026-06-25\|85.95\|-7.70\|95.01\|95.05\|85.04\|199432;2026-06-26\|80.47\|-6.38\|84.66\|85.80\|79.12\|122597;2026-06-29\|73.76\|-8.34\|80.02\|80.99\|72.42\|144905;2026-06-30\|71.39\|-3.21\|73.84\|74.50\|70.56\|108722;2026-07-01\|73.50\|2.96\|71.40\|74.91\|70.88\|118580;2026-07-02\|70.67\|-3.85\|73.00\|76.28\|70.42\|96981;2026-07-03\|75.90\|7.40\|70.42\|77.74\|68.11\|162673;2026-07-06\|70.57\|-7.02\|75.48\|77.57\|69.96\|120346;2026-07-07\|70.60\|0.04\|70.07\|72.00\|68.07\|73167;2026-07-08\|69.63\|-1.37\|70.07\|71.30\|67.60\|59337;2026-07-09\|69.82\|0.27\|68.95\|70.81\|67.00\|74439;2026-07-10\|71.25\|2.05\|69.79\|75.50\|69.35\|80222;2026-07-13\|67.40\|-5.40\|69.11\|71.58\|66.00\|69386;2026-07-14\|67.67\|0.40\|67.34\|68.43\|67.28\|381
112519	消息称字节跳动今年计划最高支出700亿美元	液冷服务器+AIoT平台+机器人概念+AI应用行业原因：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2025年8月20日互动易，公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目。 2、据2026年5月14日互动易，公司AIoT物联网平台深度融合AI与IoT技术，搭载多项判别式AI与生成式AI算法，提供海量丰富成熟的AI应用，面向企业园区、医院、城市轨道交通、数据及算力中心等多个核心场景持续推进智能化升级。2025年，公司AIoT平台及AI应用签约金额达7,847.14万元，全年增长趋势显著。目前公司AIoT平台及AI应用业务整体规模仍相对较小，在公司营业收入中的占比较低。 3、据2023年8月14日互动易，公司全资子公司达实久信的医用物流机器人运用物联网、激光导航、3D视觉避障等技术，可实现手术室物品精准安全配送。	1、公司液冷全局优化节能控制系统已用于深圳光明生命科学城大数据中心，并中标国能商贸云计算中心、前海信息枢纽等项目； 2、公司达实久信医用物流机器人目前已在多个试点医院落地运行； 3、公司与华为在智慧空间领域一直保持着深度合作	2026-03-04\|2.82\|2.55\|2.71\|2.89\|2.68\|813720;2026-03-05\|2.85\|1.06\|2.87\|2.92\|2.83\|819334;2026-03-06\|2.89\|1.40\|2.82\|2.89\|2.80\|541987;2026-03-09\|2.88\|-0.35\|2.86\|2.89\|2.82\|539988;2026-03-10\|2.89\|0.35\|2.89\|2.94\|2.85\|513131;2026-03-11\|2.87\|-0.69\|2.89\|2.90\|2.86\|386196;2026-03-12\|2.86\|-0.35\|2.86\|2.90\|2.85\|354039;2026-03-13\|2.82\|-1.40\|2.85\|2.86\|2.81\|481068;2026-03-16\|2.83\|0.35\|2.81\|2.85\|2.80\|340429;2026-03-17\|2.83\|0.00\|2.83\|2.91\|2.82\|723170;2026-03-18\|2.86\|1.06\|2.85\|2.88\|2.82\|487404;2026-03-19\|2.80\|-2.10\|2.84\|2.87\|2.79\|565978;2026-03-20\|2.69\|-3.93\|2.81\|2.82\|2.69\|670302;2026-03-23\|2.53\|-5.95\|2.65\|2.65\|2.51\|665781;2026-03-24\|2.64\|4.35\|2.59\|2.64\|2.53\|552362;2026-03-25\|2.68\|1.52\|2.64\|2.71\|2.63\|406332;2026-03-26\|2.61\|-2.61\|2.67\|2.72\|2.59\|393771;2026-03-27\|2.64\|1.15\|2.57\|2.65\|2.57\|287754;2026-03-30\|2.65\|0.38\|2.60\|2.66\|2.57\|330075;2026-03-31\|2.59\|-2.26\|2.65\|2.70\|2.59\|356755;2026-04-01\|2.61\|0.77\|2.65\|2.65\|2.59\|290996;2026-04-02\|2.55\|-2.30\|2.61\|2.61\|2.53\|356084;2026-04-03\|2.45\|-3.92\|2.56\|2.57\|2.44\|410281;2026-04-07\|2.48\|1.22\|2.44\|2.49\|2.43\|324912;2026-04-08\|2.73\|10.08\|2.54\|2.73\|2.54\|627770;2026-04-09\|2.74\|0.37\|2.79\|2.80\|2.70\|1510476;2026-04-10\|2.69\|-1.82\|2.72\|2.74\|2.67\|785273;2026-04-13\|2.72\|1.12\|2.68\|2.74\|2.67\|593909;2026-04-14\|2.71\|-0.37\|2.73\|2.76\|2.67\|519330;2026-04-15\|2.64\|-2.58\|2.72\|2.72\|2.64\|382769;2026-04-16\|2.90\|9.85\|2.65\|2.90\|2.64\|1248514;2026-04-17\|2.87\|-1.03\|2.87\|2.97\|2.81\|1808638;2026-04-20\|2.90\|1.05\|2.84\|2.98\|2.84\|1229347;2026-04-21\|2.85\|-1.72\|2.90\|2.91\|2.83\|724206;2026-04-22\|2.81\|-1.40\|2.84\|2.85\|2.78\|615193;2026-04-23\|2.80\|-0.36\|2.83\|2.84\|2.76\|515189;2026-04-24\|2.76\|-1.43\|2.78\|2.79\|2.72\|486157;2026-04-27\|2.82\|2.17\|2.74\|2.84\|2.65\|732717;2026-04-28\|2.74\|-2.84\|2.81\|2.81\|2.73\|466502;2026-04-29\|2.79\|1.82\|2.71\|2.83\|2.70\|526380;2026-04-30\|2.90\|3.94\|2.82\|2.94\|2.80\|1155061;2026-05-06\|2.97\|2.41\|2.91\|2.99\|2.91\|1010207;2026-05-07\|3.03\|2.02\|3.00\|3.07\|3.00\|904632;2026-05-08\|3.02\|-0.33\|3.03\|3.05\|3.00\|748744;2026-05-11\|3.03\|0.33\|3.03\|3.08\|3.00\|691143;2026-05-12\|2.95\|-2.64\|3.01\|3.02\|2.93\|639026;2026-05-13\|3.03\|2.71\|2.98\|3.05\|2.95\|693225;2026-05-14\|2.92\|-3.63\|3.04\|3.05\|2.92\|584276;2026-05-15\|3.21\|9.93\|2.94\|3.21\|2.90\|2294323;2026-05-18\|3.53\|9.97\|3.21\|3.53\|3.15\|3416072;2026-05-19\|3.88\|9.91\|3.88\|3.88\|3.88\|625609;2026-05-20\|4.27\|10.05\|4.27\|4.27\|4.03\|5234684;2026-05-21\|3.96\|-7.26\|4.38\|4.70\|3.84\|9256905;2026-05-22\|4.36\|10.10\|3.86\|4.36\|3.71\|6475560;2026-05-25\|4.80\|10.09\|4.59\|4.80\|4.50\|7745467;2026-05-26\|4.65\|-3.12\|4.91\|5.16\|4.60\|8785131;2026-05-27\|4.58\|-1.51\|4.70\|4.84\|4.44\|6344314;2026-05-28\|4.57\|-0.22\|4.24\|4.96\|4.13\|7431794;2026-05-29\|4.11\|-10.07\|4.51\|4.84\|4.11\|5973705;2026-06-01\|4.52\|9.98\|3.95\|4.52\|3.90\|3696337;2026-06-02\|4.97\|9.96\|4.70\|4.97\|4.55\|5741867;2026-06-03\|4.88\|-1.81\|4.88\|5.10\|4.74\|7668822;2026-06-04\|4.74\|-2.87\|4.87\|5.08\|4.66\|4883524;2026-06-05\|5.21\|9.92\|4.86\|5.21\|4.82\|7792543;2026-06-08\|5.73\|9.98\|5.21\|5.73\|5.10\|4877236;2026-06-09\|5.70\|-0.52\|5.99\|6.16\|5.49\|9681406;2026-06-10\|5.43\|-4.74\|5.70\|5.96\|5.26\|7441618;2026-06-11\|4.89\|-9.94\|4.89\|4.89\|4.89\|448303;2026-06-12\|4.40\|-10.02\|4.40\|4.64\|4.40\|6643430;2026-06-15\|4.01\|-8.86\|4.10\|4.16\|3.98\|6768179;2026-06-16\|4.15\|3.49\|4.08\|4.21\|3.87\|6275537;2026-06-17\|3.83\|-7.71\|4.01\|4.04\|3.80\|5289956;2026-06-18\|3.83\|0.00\|3.81\|3.91\|3.67\|4293223;2026-06-22\|4.21\|9.92\|3.91\|4.21\|3.85\|5786886;2026-06-23\|4.02\|-4.51\|4.21\|4.29\|3.97\|5373926;2026-06-24\|4.09\|1.74\|4.03\|4.15\|3.84\|4875112;2026-06-25\|3.75\|-8.31\|3.98\|4.04\|3.70\|4194862;2026-06-26\|3.62\|-3.47\|3.70\|3.75\|3.57\|3056870;2026-06-29\|3.43\|-5.25\|3.63\|3.67\|3.37\|2558888;2026-06-30\|3.47\|1.17\|3.41\|3.52\|3.40\|1905807;2026-07-01\|3.47\|0.00\|3.49\|3.58\|3.44\|1884567;2026-07-02\|3.33\|-4.03\|3.44\|3.54\|3.30\|2352996;2026-07-03\|3.35\|0.60\|3.36\|3.40\|3.28\|1873919;2026-07-06\|3.17\|-5.37\|3.38\|3.40\|3.16\|1759849;2026-07-07\|3.13\|-1.26\|3.15\|3.25\|3.09\|1312950;2026-07-08\|3.10\|-0.96\|3.14\|3.14\|3.01\|1277249;2026-07-09\|3.08\|-0.65\|3.08\|3.12\|2.98\|1432823;2026-07-10\|3.15\|2.27\|3.07\|3.27\|3.05\|1847766;2026-07-13\|2.90\|-7.94\|3.14\|3.17\|2.87\|1756097;2026-07-14\|2.90\|0.00\|2.89\|2.92\|2.88\|20366
112518	消息称字节跳动今年计划最高支出700亿美元	算力服务器材料+正交背板材料+有色合金+除权除息行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月28日互动易，H公司一直是我们的重要合作伙伴之一，在通讯基站、智能手机散热等多个领域都有深度的合作。公司的新材料在H公司的算力服务器有应用，包括高速连接器材料、引线框架、Socket基座及高速背板材料，一定会覆盖国产产业链。 2、据2026年5月18日互动易，公司的正交背板材料将应用于Rubin架构的算力服务器。关于下一代Rubin的散热材料，公司正在参与铜金刚石复合、3D打印、微通道等多种散热方案的研发。 3、据2025年年报，公司致力于高性能、高精度有色合金材料的研发、生产和销售，产品广泛应用于人工智能、半导体芯片、新能源汽车等领域，是全球有色合金行业引领材料研发数字化的龙头企业之一。 4、据2026年6月1日公告，公司10派0.410元分红于今日6月2日除权除息。	公司开发的高强高导高速连接器材料是目前算力服务器所用铜连接的核心材料	2026-03-04\|20.60\|1.03\|20.27\|21.14\|20.18\|304086;2026-03-05\|21.38\|3.79\|21.05\|21.48\|20.71\|347926;2026-03-06\|20.75\|-2.95\|21.17\|21.22\|20.06\|273600;2026-03-09\|20.20\|-2.65\|20.01\|20.38\|19.36\|251467;2026-03-10\|21.07\|4.31\|20.43\|21.50\|20.30\|326827;2026-03-11\|21.09\|0.09\|21.11\|21.35\|20.87\|213898;2026-03-12\|20.49\|-2.85\|21.02\|21.07\|20.38\|194597;2026-03-13\|20.14\|-1.71\|20.35\|20.55\|20.03\|148624;2026-03-16\|19.15\|-4.92\|20.00\|20.00\|19.06\|242797;2026-03-17\|18.85\|-1.57\|19.30\|19.39\|18.78\|167153;2026-03-18\|19.51\|3.50\|18.85\|19.72\|18.85\|202562;2026-03-19\|18.93\|-2.97\|19.20\|19.65\|18.86\|142468;2026-03-20\|18.92\|-0.05\|18.92\|19.24\|18.44\|164141;2026-03-23\|18.29\|-3.33\|18.56\|19.20\|18.10\|199685;2026-03-24\|18.44\|0.82\|18.62\|18.75\|17.84\|151277;2026-03-25\|18.96\|2.82\|18.66\|19.35\|18.63\|142119;2026-03-26\|18.44\|-2.74\|18.90\|18.96\|18.28\|112863;2026-03-27\|18.42\|-0.11\|18.11\|18.65\|17.80\|108328;2026-03-30\|18.45\|0.16\|18.18\|18.78\|18.11\|170067;2026-03-31\|18.06\|-2.11\|18.45\|18.47\|18.05\|98220;2026-04-01\|18.61\|3.05\|18.39\|18.62\|18.29\|120218;2026-04-02\|18.02\|-3.17\|18.61\|18.64\|17.86\|116251;2026-04-03\|17.77\|-1.39\|18.01\|18.21\|17.75\|83025;2026-04-07\|17.78\|0.06\|17.74\|18.10\|17.71\|73579;2026-04-08\|19.56\|10.01\|18.20\|19.56\|18.20\|327401;2026-04-09\|19.35\|-1.07\|19.42\|19.86\|19.33\|224811;2026-04-10\|20.06\|3.67\|19.55\|20.29\|19.53\|222867;2026-04-13\|20.11\|0.25\|19.87\|20.41\|19.83\|161665;2026-04-14\|20.02\|-0.45\|20.21\|20.31\|19.90\|144166;2026-04-15\|20.24\|1.10\|20.17\|20.49\|19.99\|162984;2026-04-16\|20.13\|-0.54\|20.23\|20.30\|20.02\|124121;2026-04-17\|20.24\|0.55\|20.03\|20.52\|20.03\|126059;2026-04-20\|20.54\|1.48\|20.17\|20.98\|20.17\|194201;2026-04-21\|20.47\|-0.34\|20.35\|20.80\|20.27\|130630;2026-04-22\|20.39\|-0.39\|20.29\|20.53\|20.05\|158737;2026-04-23\|20.13\|-1.28\|20.39\|20.58\|20.07\|133233;2026-04-24\|20.33\|0.99\|20.49\|20.51\|20.08\|123179;2026-04-27\|20.30\|-0.15\|20.32\|20.66\|20.20\|115106;2026-04-28\|18.27\|-10.00\|18.66\|19.27\|18.27\|436636;2026-04-29\|17.96\|-1.70\|18.25\|18.25\|17.68\|271339;2026-04-30\|17.51\|-2.51\|18.00\|18.25\|17.33\|230403;2026-05-06\|18.01\|2.86\|17.57\|18.19\|17.55\|174142;2026-05-07\|18.99\|5.44\|18.21\|19.12\|18.13\|252702;2026-05-08\|18.88\|-0.58\|18.90\|18.91\|18.52\|157349;2026-05-11\|19.31\|2.28\|19.11\|19.98\|18.79\|230744;2026-05-12\|19.38\|0.36\|19.33\|19.90\|19.20\|166540;2026-05-13\|19.96\|2.99\|19.38\|20.20\|19.27\|167150;2026-05-14\|19.75\|-1.05\|21.26\|21.26\|19.73\|403457;2026-05-15\|20.38\|3.19\|19.70\|21.16\|19.62\|345622;2026-05-18\|19.85\|-2.60\|20.31\|20.36\|19.59\|213193;2026-05-19\|20.70\|4.28\|20.20\|20.85\|19.66\|264239;2026-05-20\|20.62\|-0.39\|20.50\|20.95\|20.30\|167197;2026-05-21\|20.05\|-2.76\|20.65\|21.22\|19.90\|259660;2026-05-22\|21.26\|6.03\|20.25\|21.58\|20.06\|371764;2026-05-25\|21.55\|1.36\|21.54\|21.99\|21.27\|250737;2026-05-26\|21.87\|1.48\|21.60\|22.45\|21.26\|298506;2026-05-27\|21.30\|-2.61\|21.72\|22.25\|21.01\|239865;2026-05-28\|20.88\|-1.97\|21.25\|21.29\|20.59\|179271;2026-05-29\|19.77\|-5.32\|21.13\|21.30\|19.63\|243492;2026-06-01\|19.60\|-0.86\|19.72\|20.24\|19.30\|204022;2026-06-02\|21.52\|10.02\|19.61\|21.52\|19.56\|282745;2026-06-03\|22.66\|5.30\|21.68\|23.24\|21.60\|568941;2026-06-04\|23.30\|2.82\|23.60\|24.45\|22.58\|864462;2026-06-05\|24.78\|6.35\|23.01\|25.51\|22.31\|797279;2026-06-08\|23.44\|-5.41\|23.81\|24.29\|23.36\|480373;2026-06-09\|23.18\|-1.11\|23.72\|23.78\|22.79\|381943;2026-06-10\|22.46\|-3.11\|22.80\|23.17\|22.02\|356886;2026-06-11\|24.71\|10.02\|23.10\|24.71\|23.00\|211832;2026-06-12\|24.41\|-1.21\|25.01\|25.58\|23.50\|683365;2026-06-15\|25.88\|6.02\|24.87\|26.09\|24.80\|569276;2026-06-16\|26.38\|1.93\|25.37\|26.64\|25.28\|431654;2026-06-17\|26.01\|-1.40\|25.88\|27.09\|25.81\|359248;2026-06-18\|25.74\|-1.04\|25.70\|26.16\|25.40\|315256;2026-06-22\|24.70\|-4.04\|26.17\|26.26\|23.84\|549839;2026-06-23\|24.70\|0.00\|26.00\|26.49\|24.50\|520694;2026-06-24\|25.08\|1.54\|24.05\|25.43\|23.50\|430095;2026-06-25\|23.90\|-4.70\|25.09\|25.49\|23.54\|466107;2026-06-26\|23.03\|-3.64\|23.70\|23.75\|22.60\|391585;2026-06-29\|21.98\|-4.56\|23.08\|23.16\|21.00\|370916;2026-06-30\|22.33\|1.59\|21.70\|22.57\|21.55\|229646;2026-07-01\|22.84\|2.28\|22.60\|23.40\|22.35\|266814;2026-07-02\|22.83\|-0.04\|22.54\|23.80\|21.86\|311390;2026-07-03\|22.68\|-0.66\|23.00\|23.80\|22.64\|254318;2026-07-06\|21.87\|-3.57\|22.49\|23.10\|21.80\|247783;2026-07-07\|20.52\|-6.17\|21.91\|22.08\|20.48\|218347;2026-07-08\|19.40\|-5.46\|20.52\|20.66\|19.40\|220319;2026-07-09\|19.32\|-0.41\|19.57\|19.86\|18.27\|245643;2026-07-10\|19.14\|-0.93\|19.76\|20.36\|19.10\|248853;2026-07-13\|18.13\|-5.28\|19.01\|19.34\|18.12\|218707;2026-07-14\|18.23\|0.55\|18.14\|18.29\|18.14\|2741
112517	消息称字节跳动今年计划最高支出700亿美元	数据中心+供能+蓄冷储能行业原因：散热成为制约算力释放的核心瓶颈，液冷成为必选项。英伟达即将问世的Rubin芯片，基于Kyber架构的VR300功耗预计达3600W。公司原因： 1、据2025年年度报告，公司蓄冷储能业务已覆盖数据中心、医院等关键场景，为IDC机房和智算中心提供“冷热储”一体化液冷解决方案。 2、据2025年年度报告及2026年3月26日投资者关系记录，公司2025年新能源供热运营收入7,160.82万元，同比增长212.51%，并拟每10股转增4股派2.5元，现金分红占净利润52.50%。 3、据2025年年度报告，公司构建“南拓西进”全国布局，将供能服务延伸至锂矿冶炼、航天、酿酒等高耗能行业，采用高温蒸汽热泵及智能化管控平台实现节能降耗。	公司业务包括IDC机房和智算中心液冷技术与蓄冷相变材料	2026-03-04\|22.86\|2.05\|22.20\|23.28\|21.90\|34363;2026-03-05\|22.65\|-0.92\|23.10\|23.56\|22.53\|24652;2026-03-06\|22.50\|-0.66\|22.65\|23.13\|22.33\|31968;2026-03-09\|23.07\|2.53\|22.50\|23.20\|22.40\|43748;2026-03-10\|23.30\|1.00\|23.07\|23.44\|22.89\|33305;2026-03-11\|23.18\|-0.52\|23.31\|23.57\|22.95\|40142;2026-03-12\|22.73\|-1.94\|23.18\|23.27\|22.63\|21278;2026-03-13\|22.93\|0.88\|22.67\|23.38\|22.67\|35523;2026-03-16\|23.49\|2.44\|22.90\|24.06\|22.86\|40379;2026-03-17\|21.14\|-10.00\|23.16\|23.26\|21.14\|127790;2026-03-18\|21.67\|2.51\|20.85\|21.73\|20.52\|85716;2026-03-19\|21.10\|-2.63\|21.20\|21.63\|21.00\|47930;2026-03-20\|20.92\|-0.85\|21.21\|21.55\|20.84\|35074;2026-03-23\|20.12\|-3.82\|20.70\|20.90\|19.91\|43490;2026-03-24\|21.01\|4.42\|20.52\|21.04\|20.13\|36177;2026-03-25\|21.27\|1.24\|20.99\|21.48\|20.91\|34040;2026-03-26\|21.27\|0.00\|21.24\|21.47\|21.06\|24891;2026-03-27\|21.69\|1.97\|21.01\|21.73\|21.01\|34763;2026-03-30\|21.48\|-0.97\|21.69\|21.79\|21.30\|26808;2026-03-31\|20.82\|-3.07\|21.42\|21.64\|20.77\|24808;2026-04-01\|21.34\|2.50\|21.10\|21.48\|21.02\|30508;2026-04-02\|21.10\|-1.12\|21.36\|21.47\|20.95\|16923;2026-04-03\|20.35\|-3.55\|21.11\|21.11\|20.23\|17849;2026-04-07\|20.73\|1.87\|20.30\|21.10\|20.10\|25593;2026-04-08\|21.26\|2.56\|20.98\|21.28\|20.95\|22837;2026-04-09\|21.08\|-0.85\|21.19\|21.36\|21.07\|17819;2026-04-10\|21.10\|0.09\|21.15\|21.40\|21.01\|21621;2026-04-13\|20.94\|-0.76\|21.15\|21.25\|20.85\|19199;2026-04-14\|21.01\|0.33\|20.96\|21.03\|20.64\|21397;2026-04-15\|21.08\|0.33\|21.03\|21.29\|20.88\|24751;2026-04-16\|21.59\|2.42\|21.23\|21.63\|20.96\|29775;2026-04-17\|21.29\|-1.39\|21.60\|21.67\|21.14\|21513;2026-04-20\|21.25\|-0.19\|21.30\|21.30\|20.68\|26696;2026-04-21\|21.20\|-0.24\|21.20\|21.37\|21.06\|17921;2026-04-22\|21.02\|-0.85\|21.15\|21.18\|20.86\|17649;2026-04-23\|20.80\|-1.05\|20.98\|21.01\|20.68\|18079;2026-04-24\|20.61\|-0.91\|20.67\|20.85\|20.40\|21937;2026-04-27\|20.18\|-2.09\|20.45\|20.46\|19.00\|64135;2026-04-28\|20.73\|2.73\|20.01\|20.85\|19.99\|43300;2026-04-29\|21.23\|2.41\|20.58\|21.49\|20.58\|38670;2026-04-30\|21.35\|0.57\|21.17\|21.45\|21.00\|26400;2026-05-06\|21.54\|0.89\|21.32\|21.64\|20.70\|46116;2026-05-07\|22.56\|4.74\|21.55\|22.96\|21.51\|71712;2026-05-08\|22.61\|0.22\|22.57\|22.89\|22.32\|40525;2026-05-11\|22.99\|1.68\|22.66\|23.00\|22.43\|35692;2026-05-12\|24.30\|5.70\|22.98\|24.45\|22.97\|68911;2026-05-13\|26.73\|10.00\|26.26\|26.73\|25.63\|65554;2026-05-14\|29.40\|9.99\|27.21\|29.40\|26.73\|168075;2026-05-15\|30.21\|2.76\|28.00\|30.70\|27.38\|234112;2026-05-18\|29.50\|-2.35\|28.70\|30.34\|28.57\|132289;2026-05-19\|30.27\|2.61\|28.82\|30.50\|27.73\|151040;2026-05-20\|31.05\|2.58\|29.80\|31.35\|29.66\|135122;2026-05-21\|29.30\|-5.64\|30.58\|30.81\|28.86\|105290;2026-05-22\|29.77\|1.60\|29.60\|30.76\|28.20\|119691;2026-05-25\|28.78\|-3.33\|29.11\|30.18\|28.26\|90870;2026-05-26\|28.67\|-0.38\|28.76\|30.02\|28.04\|78654;2026-05-27\|28.61\|-0.21\|28.31\|28.98\|27.55\|79605;2026-05-28\|28.91\|1.05\|28.92\|29.20\|27.82\|65075;2026-05-29\|30.46\|5.36\|28.80\|30.84\|28.47\|124234;2026-06-01\|33.51\|10.01\|30.60\|33.51\|30.59\|70639;2026-06-02\|36.86\|10.00\|36.00\|36.86\|35.22\|104921;2026-06-03\|35.90\|-2.60\|35.00\|37.95\|34.31\|231102;2026-06-04\|35.06\|-2.34\|35.37\|35.80\|33.59\|128397;2026-06-05\|24.93\|0.28\|25.00\|26.72\|24.45\|171176;2026-06-08\|23.01\|-7.70\|23.62\|25.49\|22.88\|136805;2026-06-09\|23.14\|0.56\|23.17\|24.34\|22.74\|154958;2026-06-10\|25.45\|9.98\|22.82\|25.45\|22.33\|150445;2026-06-11\|24.87\|-2.28\|26.23\|26.71\|23.10\|251401;2026-06-12\|24.09\|-3.14\|24.21\|26.26\|23.80\|165743;2026-06-15\|23.54\|-2.28\|24.09\|24.47\|23.21\|115003;2026-06-16\|23.66\|0.51\|23.31\|24.07\|23.07\|112069;2026-06-17\|24.20\|2.28\|23.66\|24.80\|23.16\|125497;2026-06-18\|23.55\|-2.69\|23.82\|24.11\|22.98\|96925;2026-06-22\|23.52\|-0.13\|23.13\|24.06\|23.01\|85540;2026-06-23\|23.11\|-1.74\|23.83\|24.81\|22.82\|90403;2026-06-24\|22.31\|-3.46\|23.59\|23.92\|21.93\|105688;2026-06-25\|21.66\|-2.91\|22.12\|22.58\|21.46\|105721;2026-06-26\|23.83\|10.02\|21.72\|23.83\|21.72\|66363;2026-06-29\|22.45\|-5.79\|23.62\|24.20\|21.66\|143560;2026-06-30\|22.74\|1.29\|22.47\|22.88\|22.16\|67439;2026-07-01\|22.92\|0.79\|22.96\|23.36\|22.40\|63097;2026-07-02\|23.08\|0.70\|22.79\|24.15\|22.55\|82267;2026-07-03\|22.23\|-3.68\|22.94\|23.20\|22.19\|59040;2026-07-06\|20.74\|-6.70\|22.23\|22.53\|20.69\|70477;2026-07-07\|20.02\|-3.47\|20.66\|21.10\|19.88\|47440;2026-07-08\|19.51\|-2.55\|20.06\|20.40\|19.11\|59247;2026-07-09\|19.86\|1.79\|19.60\|19.97\|19.30\|39391;2026-07-10\|20.34\|2.42\|19.65\|20.60\|19.65\|50113;2026-07-13\|19.31\|-5.06\|20.10\|20.53\|19.24\|43529;2026-07-14\|19.28\|-0.16\|19.24\|19.34\|19.24\|93
112516	英伟达发布全新PC处理器	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司主营柔性电路板（FPC）等，部分产品有直接或间接配套人形机器人的研发、生产等，此前已获得AI PC的小批量订单	2026-03-04\|11.49\|-0.09\|11.30\|11.75\|11.25\|205614;2026-03-05\|12.07\|5.05\|11.75\|12.38\|11.75\|393476;2026-03-06\|12.05\|-0.17\|11.94\|12.20\|11.78\|242600;2026-03-09\|11.68\|-3.07\|11.81\|11.85\|11.25\|339614;2026-03-10\|12.29\|5.22\|11.81\|12.30\|11.79\|407890;2026-03-11\|12.55\|2.12\|12.30\|12.59\|12.23\|466932;2026-03-12\|12.34\|-1.67\|12.41\|12.58\|12.16\|321023;2026-03-13\|12.23\|-0.89\|12.18\|12.44\|12.15\|252887;2026-03-16\|12.57\|2.78\|12.17\|12.57\|12.03\|420977;2026-03-17\|11.99\|-4.61\|12.48\|12.56\|11.98\|354889;2026-03-18\|12.42\|3.59\|12.01\|12.43\|12.01\|374248;2026-03-19\|12.04\|-3.06\|12.21\|12.33\|11.96\|259433;2026-03-20\|12.28\|1.99\|12.18\|12.88\|12.08\|703420;2026-03-23\|11.41\|-7.08\|11.74\|12.17\|11.26\|568867;2026-03-24\|11.92\|4.47\|11.64\|11.97\|11.07\|507179;2026-03-25\|12.09\|1.43\|12.17\|12.33\|12.01\|332944;2026-03-26\|11.76\|-2.73\|12.00\|12.20\|11.71\|255791;2026-03-27\|11.66\|-0.85\|11.50\|11.83\|11.08\|347242;2026-03-30\|11.73\|0.60\|11.45\|11.75\|11.08\|316234;2026-03-31\|11.17\|-4.77\|11.69\|11.78\|11.11\|379014;2026-04-01\|12.29\|10.03\|11.44\|12.29\|11.42\|456419;2026-04-02\|12.17\|-0.98\|12.32\|12.40\|12.10\|701666;2026-04-03\|12.35\|1.48\|12.25\|12.40\|12.06\|698150;2026-04-07\|12.63\|2.27\|12.38\|12.75\|12.31\|790591;2026-04-08\|13.05\|3.33\|12.70\|13.10\|12.53\|1049008;2026-04-09\|12.73\|-2.45\|12.60\|12.84\|12.55\|643652;2026-04-10\|12.65\|-0.63\|12.85\|13.08\|12.65\|634758;2026-04-13\|12.73\|0.63\|12.51\|12.76\|12.45\|482658;2026-04-14\|13.03\|2.36\|12.84\|13.10\|12.72\|673859;2026-04-15\|12.71\|-2.46\|13.03\|13.03\|12.64\|543542;2026-04-16\|12.83\|0.94\|12.79\|12.85\|12.51\|378225;2026-04-17\|13.16\|2.57\|12.80\|13.23\|12.70\|744406;2026-04-20\|13.25\|0.68\|13.25\|13.41\|13.10\|694080;2026-04-21\|13.19\|-0.45\|13.11\|13.35\|13.02\|494010;2026-04-22\|13.45\|1.97\|13.03\|13.52\|13.00\|664482;2026-04-23\|12.95\|-3.72\|13.34\|13.40\|12.83\|570295;2026-04-24\|12.69\|-2.01\|12.78\|13.04\|12.57\|410361;2026-04-27\|12.94\|1.97\|12.66\|13.02\|12.65\|327599;2026-04-28\|12.19\|-5.80\|12.42\|12.58\|11.82\|586985;2026-04-29\|12.36\|1.39\|12.10\|12.42\|12.03\|309056;2026-04-30\|11.85\|-4.13\|12.37\|12.58\|11.84\|428744;2026-05-06\|12.69\|7.09\|12.12\|13.00\|12.10\|623743;2026-05-07\|13.25\|4.41\|12.72\|13.31\|12.64\|644245;2026-05-08\|13.26\|0.08\|13.03\|13.32\|12.96\|427880;2026-05-11\|13.46\|1.51\|13.40\|13.69\|13.20\|523058;2026-05-12\|13.42\|-0.30\|13.40\|13.54\|13.20\|408742;2026-05-13\|13.85\|3.20\|13.42\|13.98\|13.31\|909446;2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966;2026-07-13\|15.97\|-9.98\|17.34\|17.90\|15.97\|725068;2026-07-14\|15.65\|-2.00\|15.74\|15.80\|15.52\|15440
112515	英伟达发布全新PC处理器	AI PC镁合金+笔记本结构件+戴尔+收购液冷Asetek 行业原因： 1、6月1日，英伟达正式宣布进军AI PC市场，发布搭载其芯片的产品线，首批PC预计将包括微软Surface及戴尔等品牌，标志着英伟达开始将GPU、CPU及软件整合进PC生态。 2、近日，戴尔、联想因AI服务器需求激增股价大涨，带动行业景气预期。公司原因： 1、据2026年4月22日年报，公司主营业务为消费电子产品结构件模组及相关精密模具，公司消费类镁合金产品受益于AIPC渗透率提升收入同比增长超30%，联想、惠普和戴尔均为公司主要客户。 2、据2026年6月2日公告，公司就市场传闻澄清，戴尔是公司客户之一，公司为其提供笔记本电脑结构件产品，但公司目前与戴尔合作的机型中不涉及上述AI PC产品，且公司目前无规模化机器人业务及量产产品。 3、据2026年6月1日公告，公司已完成对Asetek A/S的强制收购并交割，对应总要约对价不超过5.47亿丹麦克朗，Asetek为液冷解决方案提供商，与公司现有下游客户存在重复度，有望互相赋能。	1、公司是笔记本结构件国内龙头，主要客户包括戴尔； 2、公司完成对丹麦Asetek全部股权要约收购，整合其数据中心液冷技术，冷板与CDU环节价值量各占1/3，计划以“技术+制造”模式切入爆发式增长的液冷市场	2026-03-04\|14.01\|-1.20\|13.97\|14.35\|13.90\|93411;2026-03-05\|14.58\|4.07\|14.29\|14.83\|14.29\|136453;2026-03-06\|14.44\|-0.96\|14.50\|14.64\|14.33\|94742;2026-03-09\|14.21\|-1.59\|14.28\|14.28\|13.79\|125054;2026-03-10\|14.76\|3.87\|14.40\|14.80\|14.40\|120977;2026-03-11\|14.84\|0.54\|14.83\|15.32\|14.77\|124530;2026-03-12\|14.61\|-1.55\|14.73\|14.90\|14.51\|91556;2026-03-13\|14.44\|-1.16\|14.52\|14.73\|14.39\|65505;2026-03-16\|14.56\|0.83\|14.41\|14.57\|14.18\|66131;2026-03-17\|14.19\|-2.54\|14.62\|14.64\|14.15\|82154;2026-03-18\|14.55\|2.54\|14.19\|14.57\|14.18\|71897;2026-03-19\|14.15\|-2.75\|14.38\|14.44\|14.10\|74532;2026-03-20\|13.92\|-1.63\|14.23\|14.35\|13.91\|80345;2026-03-23\|12.79\|-8.12\|13.50\|13.76\|12.71\|149484;2026-03-24\|13.54\|5.86\|13.39\|13.54\|13.11\|146477;2026-03-25\|13.74\|1.48\|13.54\|13.76\|13.48\|90609;2026-03-26\|13.58\|-1.16\|13.70\|13.77\|13.47\|64031;2026-03-27\|13.77\|1.40\|13.45\|13.77\|13.37\|66821;2026-03-30\|13.72\|-0.36\|13.50\|13.77\|13.42\|67866;2026-03-31\|13.66\|-0.44\|13.65\|14.01\|13.63\|73788;2026-04-01\|14.40\|5.42\|13.91\|14.82\|13.91\|224334;2026-04-02\|13.71\|-4.79\|14.41\|14.41\|13.62\|148883;2026-04-03\|13.78\|0.51\|13.79\|14.14\|13.67\|75807;2026-04-07\|14.19\|2.98\|13.80\|14.42\|13.80\|139595;2026-04-08\|15.61\|10.01\|14.50\|15.61\|14.50\|508575;2026-04-09\|15.78\|1.09\|15.47\|15.91\|15.47\|424368;2026-04-10\|15.64\|-0.89\|15.88\|15.96\|15.63\|287824;2026-04-13\|15.66\|0.13\|15.50\|15.98\|15.46\|175703;2026-04-14\|17.01\|8.62\|15.95\|17.23\|15.72\|731597;2026-04-15\|18.71\|9.99\|17.14\|18.71\|17.14\|675364;2026-04-16\|18.89\|0.96\|18.55\|19.38\|18.00\|1007745;2026-04-17\|18.92\|0.16\|18.80\|19.17\|18.45\|694102;2026-04-20\|20.11\|6.29\|19.28\|20.70\|19.00\|748872;2026-04-21\|19.80\|-1.54\|19.01\|20.80\|19.01\|672286;2026-04-22\|19.84\|0.20\|19.83\|20.30\|19.33\|497384;2026-04-23\|19.76\|-0.40\|20.15\|20.55\|19.57\|516370;2026-04-24\|18.94\|-4.15\|19.43\|19.68\|18.88\|438088;2026-04-27\|18.51\|-2.27\|18.72\|19.07\|18.36\|325320;2026-04-28\|19.25\|4.00\|19.01\|20.15\|18.76\|516618;2026-04-29\|19.49\|1.25\|18.78\|20.00\|18.78\|348611;2026-04-30\|18.87\|-3.18\|19.56\|19.62\|18.87\|242201;2026-05-06\|18.95\|0.42\|19.22\|19.34\|18.79\|249130;2026-05-07\|19.89\|4.96\|19.10\|20.28\|18.75\|429591;2026-05-08\|20.24\|1.76\|19.49\|20.64\|19.24\|491325;2026-05-11\|20.55\|1.53\|21.00\|21.00\|20.02\|460551;2026-05-12\|19.98\|-2.77\|20.30\|20.49\|19.75\|294522;2026-05-13\|21.98\|10.01\|19.78\|21.98\|19.70\|456663;2026-05-14\|20.70\|-5.82\|22.29\|22.51\|20.66\|592914;2026-05-15\|20.06\|-3.09\|20.75\|20.81\|19.90\|396344;2026-05-18\|19.94\|-0.60\|19.52\|20.35\|19.41\|274022;2026-05-19\|20.28\|1.71\|19.77\|20.40\|19.33\|280249;2026-05-20\|19.79\|-2.42\|20.08\|20.18\|19.52\|244068;2026-05-21\|20.88\|5.51\|19.98\|21.77\|19.68\|800285;2026-05-22\|22.97\|10.01\|20.99\|22.97\|20.99\|494959;2026-05-25\|23.84\|3.79\|24.00\|24.73\|23.54\|864962;2026-05-26\|24.27\|1.80\|23.55\|24.46\|23.14\|646809;2026-05-27\|22.45\|-7.50\|23.72\|24.44\|22.01\|627600;2026-05-28\|22.55\|0.45\|21.97\|22.69\|21.75\|487687;2026-05-29\|24.81\|10.02\|23.39\|24.81\|23.18\|416293;2026-06-01\|27.29\|10.00\|27.29\|27.29\|27.29\|43261;2026-06-02\|30.02\|10.00\|30.02\|30.02\|30.02\|38143;2026-06-03\|31.33\|4.36\|31.59\|32.58\|29.23\|1605114;2026-06-04\|29.36\|-6.29\|29.17\|30.50\|28.20\|1302976;2026-06-05\|31.24\|6.40\|28.36\|32.30\|27.68\|1420949;2026-06-08\|28.12\|-9.99\|28.88\|29.40\|28.12\|631532;2026-06-09\|25.43\|-9.57\|27.50\|28.00\|25.31\|1033399;2026-06-10\|23.60\|-7.20\|25.00\|25.43\|23.40\|822398;2026-06-11\|22.80\|-3.39\|22.90\|23.66\|22.40\|625946;2026-06-12\|22.84\|0.18\|22.88\|23.80\|22.60\|632475;2026-06-15\|24.19\|5.91\|23.05\|24.82\|23.05\|599100;2026-06-16\|24.96\|3.18\|24.00\|25.60\|23.80\|542498;2026-06-17\|25.09\|0.52\|24.51\|25.59\|24.50\|476028;2026-06-18\|25.75\|3.46\|24.67\|25.92\|24.42\|622996;2026-06-22\|27.72\|7.65\|26.00\|27.87\|25.50\|699155;2026-06-23\|27.94\|0.79\|28.44\|30.49\|26.74\|807698;2026-06-24\|29.44\|5.37\|26.80\|30.33\|25.68\|789313;2026-06-25\|28.53\|-3.09\|28.66\|29.68\|28.19\|558186;2026-06-26\|27.09\|-5.05\|27.61\|28.53\|26.59\|422287;2026-06-29\|26.27\|-3.03\|26.59\|27.80\|26.00\|383910;2026-06-30\|27.62\|5.14\|25.77\|27.91\|25.30\|406661;2026-07-01\|26.03\|-5.76\|27.79\|27.79\|25.94\|394092;2026-07-02\|24.03\|-7.68\|25.20\|25.75\|23.97\|369209;2026-07-03\|23.44\|-2.46\|24.03\|24.49\|23.21\|320810;2026-07-06\|23.55\|0.47\|23.44\|24.20\|22.85\|292970;2026-07-07\|22.34\|-5.14\|23.30\|23.68\|22.00\|244809;2026-07-08\|21.56\|-3.49\|22.58\|22.63\|21.50\|204028;2026-07-09\|22.92\|6.31\|21.79\|22.95\|20.86\|280097;2026-07-10\|22.92\|0.00\|22.85\|23.74\|22.69\|295357;2026-07-13\|22.36\|-2.44\|22.50\|24.24\|22.26\|293447;2026-07-14\|22.54\|0.81\|22.40\|22.69\|22.38\|3447
112514	英伟达股价大涨	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。	公司多项AI算力光纤光缆产品取得突破性进展	2026-03-04\|28.83\|0.14\|28.05\|29.50\|28.05\|1464931;2026-03-05\|28.82\|-0.03\|29.31\|29.59\|27.88\|1754972;2026-03-06\|27.38\|-5.00\|28.45\|28.88\|27.22\|1634252;2026-03-09\|27.20\|-0.66\|26.37\|27.31\|25.38\|1554020;2026-03-10\|28.90\|6.25\|27.55\|29.18\|27.41\|1685445;2026-03-11\|30.01\|3.84\|29.82\|31.66\|29.79\|2448244;2026-03-12\|30.24\|0.77\|29.60\|31.38\|29.50\|1599298;2026-03-13\|29.75\|-1.62\|29.93\|31.74\|29.70\|1328936;2026-03-16\|28.28\|-4.94\|30.05\|30.36\|28.00\|1269791;2026-03-17\|26.12\|-7.64\|28.58\|28.72\|26.00\|1602169;2026-03-18\|26.60\|1.84\|26.16\|26.72\|25.70\|1203826;2026-03-19\|25.90\|-2.63\|25.89\|26.49\|25.69\|852994;2026-03-20\|25.70\|-0.77\|26.38\|26.84\|25.52\|1313512;2026-03-23\|25.10\|-2.33\|24.60\|25.87\|24.60\|995117;2026-03-24\|26.10\|3.98\|25.63\|26.23\|25.00\|1231570;2026-03-25\|27.67\|6.02\|27.00\|27.93\|26.71\|1762654;2026-03-26\|26.77\|-3.25\|27.30\|28.08\|26.70\|1131724;2026-03-27\|27.05\|1.05\|26.25\|27.61\|25.91\|1153870;2026-03-30\|28.99\|7.17\|26.65\|29.46\|26.56\|1649417;2026-03-31\|30.09\|3.79\|28.86\|31.10\|28.03\|2335706;2026-04-01\|29.16\|-3.09\|30.99\|30.99\|28.60\|1587607;2026-04-02\|29.32\|0.55\|29.15\|30.62\|29.11\|1427117;2026-04-03\|30.67\|4.60\|29.46\|31.50\|29.25\|1963989;2026-04-07\|30.25\|-1.37\|30.82\|31.77\|30.06\|1499965;2026-04-08\|30.70\|1.49\|30.98\|31.17\|29.50\|1916845;2026-04-09\|31.40\|2.28\|30.28\|32.18\|29.41\|2222982;2026-04-10\|29.80\|-5.10\|31.38\|31.40\|29.50\|2575517;2026-04-13\|28.52\|-4.30\|29.41\|29.63\|28.33\|2167335;2026-04-14\|28.33\|-0.67\|28.80\|29.42\|27.88\|1721968;2026-04-15\|27.80\|-1.87\|28.26\|29.14\|27.68\|1562966;2026-04-16\|28.00\|0.72\|27.81\|28.33\|27.42\|1288208;2026-04-17\|28.14\|0.50\|28.01\|28.50\|27.62\|1605282;2026-04-20\|30.95\|9.99\|28.90\|30.95\|28.83\|2247838;2026-04-21\|32.44\|4.81\|31.00\|32.88\|30.78\|3957275;2026-04-22\|34.82\|7.34\|32.54\|34.84\|32.50\|3003972;2026-04-23\|34.07\|-2.15\|34.00\|35.04\|33.20\|2857762;2026-04-24\|33.21\|-2.52\|34.00\|34.50\|32.58\|2099211;2026-04-27\|35.78\|7.74\|34.29\|36.53\|34.23\|3393558;2026-04-28\|35.00\|-2.18\|35.78\|36.46\|34.00\|2647729;2026-04-29\|34.28\|-2.06\|34.20\|34.49\|33.33\|1784217;2026-04-30\|33.12\|-3.38\|34.30\|34.35\|32.51\|2123488;2026-05-06\|34.89\|5.34\|33.67\|35.25\|33.67\|2344121;2026-05-07\|38.38\|10.00\|36.10\|38.38\|35.00\|2891081;2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;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\|41.48\|0.39\|41.00\|41.56\|40.99\|30369
112513	英伟达股价大涨	光纤涨价+铜箔+特高压行业原因：摩根士丹利指出，英伟达下一代Rubin机架PCB价值量较GB300增长233%。据华西证券6月14日研报，AI服务器需求放量，高端HVLP铜箔供需错配加剧，海外材料巨头对中国客户的常规交付周期已拉长至6到8个月。公司原因： 1、据2025年半年报及2025年年报，公司重点布局新能源汽车锂电池超薄铜箔产业，全资子公司江西杭电铜箔年产5万吨项目一期工程已进入试生产阶段，锂电铜箔产品已导入国内主流新能源储能企业供应链体系，电子电路铜箔进入生益科技等头部企业供应链。 2、据2026年4月22日一季报，公司一季度归母净利润8084.19万元，同比增长279.96%，主要系子公司永特信息光纤销量增长且销售价格大幅上涨带来较高效益。 3、据2025年年度报告，公司是国家电网和南方电网高压、超高压电力电缆和特高压导线的主要供应商，导线产品涵盖1100kV及以下特高压高压导线全等级产品。	公司地处杭州，是国网杭州供电公司重要的电缆供应商和技术合作伙伴，具备光通信“光棒—光纤—光缆”一体化产业链，光缆产品通过参与电信运营商招投标实现销售	2026-03-04\|20.59\|9.99\|16.98\|20.59\|16.98\|982240;2026-03-05\|20.82\|1.12\|21.30\|22.20\|20.44\|1342811;2026-03-06\|19.17\|-7.93\|21.00\|21.21\|19.08\|1238642;2026-03-09\|20.00\|4.33\|19.00\|20.00\|18.15\|1152557;2026-03-10\|20.72\|3.60\|19.89\|21.13\|19.36\|1227993;2026-03-11\|20.60\|-0.58\|20.44\|22.22\|20.31\|1150035;2026-03-12\|20.23\|-1.80\|20.60\|21.20\|20.08\|881626;2026-03-13\|18.98\|-6.18\|19.86\|20.30\|18.78\|813770;2026-03-16\|19.05\|0.37\|18.87\|19.31\|18.30\|518049;2026-03-17\|18.26\|-4.15\|18.90\|18.98\|18.00\|481832;2026-03-18\|20.09\|10.02\|18.37\|20.09\|17.73\|773954;2026-03-19\|19.76\|-1.64\|19.51\|20.81\|19.35\|796139;2026-03-20\|20.08\|1.62\|20.55\|21.14\|19.98\|999610;2026-03-23\|20.43\|1.74\|19.01\|21.58\|19.01\|1067147;2026-03-24\|20.73\|1.47\|21.00\|21.30\|19.44\|1052116;2026-03-25\|22.80\|9.99\|20.73\|22.80\|20.71\|639477;2026-03-26\|22.07\|-3.20\|22.01\|23.41\|21.15\|1168137;2026-03-27\|24.28\|10.01\|21.40\|24.28\|20.68\|844115;2026-03-30\|26.71\|10.01\|24.98\|26.71\|24.98\|599664;2026-03-31\|28.49\|6.66\|27.00\|29.38\|26.70\|1451111;2026-04-01\|28.38\|-0.39\|28.99\|29.35\|25.99\|968503;2026-04-02\|27.88\|-1.76\|28.72\|29.00\|27.60\|750207;2026-04-03\|27.65\|-0.82\|28.69\|30.10\|27.36\|1014728;2026-04-07\|26.89\|-2.75\|27.65\|28.88\|25.98\|991861;2026-04-08\|25.98\|-3.38\|27.01\|27.49\|25.15\|960559;2026-04-09\|26.36\|1.46\|25.87\|26.80\|24.55\|868621;2026-04-10\|24.12\|-8.50\|26.63\|26.65\|24.07\|944259;2026-04-13\|23.64\|-1.99\|24.12\|24.18\|23.28\|612009;2026-04-14\|22.20\|-6.09\|23.93\|25.13\|22.09\|1289312;2026-04-15\|21.62\|-2.61\|22.07\|22.49\|21.53\|813878;2026-04-16\|22.82\|5.55\|21.77\|23.19\|21.40\|909854;2026-04-17\|24.12\|5.70\|22.50\|24.91\|22.36\|1029926;2026-04-20\|25.44\|5.47\|24.32\|26.27\|24.13\|942601;2026-04-21\|25.95\|2.00\|25.00\|26.10\|24.36\|753884;2026-04-22\|28.55\|10.02\|26.42\|28.55\|25.30\|747330;2026-04-23\|31.41\|10.02\|28.86\|31.41\|28.75\|1022903;2026-04-24\|30.56\|-2.71\|31.66\|33.13\|29.98\|1437541;2026-04-27\|30.36\|-0.65\|30.05\|30.64\|28.88\|994582;2026-04-28\|29.06\|-4.28\|29.31\|30.06\|27.76\|625217;2026-04-29\|29.47\|1.41\|29.00\|30.50\|28.00\|966676;2026-04-30\|28.26\|-4.11\|29.10\|29.38\|28.00\|695499;2026-05-06\|31.09\|10.01\|29.26\|31.09\|29.00\|264526;2026-05-07\|34.20\|10.00\|32.62\|34.20\|32.45\|440107;2026-05-08\|37.62\|10.00\|34.48\|37.62\|34.48\|962389;2026-05-11\|37.30\|-0.85\|39.20\|40.00\|35.50\|1300372;2026-05-12\|40.45\|8.45\|37.50\|41.03\|37.30\|1200177;2026-05-13\|39.43\|-2.52\|38.76\|41.24\|38.76\|1005572;2026-05-14\|37.80\|-4.13\|39.48\|39.83\|37.69\|604826;2026-05-15\|36.40\|-3.70\|37.80\|37.98\|36.00\|505105;2026-05-18\|38.60\|6.04\|36.39\|39.48\|36.30\|921704;2026-05-19\|38.71\|0.28\|37.30\|38.87\|35.89\|765659;2026-05-20\|42.58\|10.00\|38.48\|42.58\|37.98\|646994;2026-05-21\|40.27\|-5.43\|43.88\|44.50\|39.85\|1093574;2026-05-22\|40.53\|0.65\|40.30\|42.20\|39.60\|816082;2026-05-25\|37.95\|-6.37\|40.53\|40.53\|36.81\|862636;2026-05-26\|35.16\|-7.35\|37.95\|37.95\|34.27\|736546;2026-05-27\|35.80\|1.82\|35.27\|38.25\|33.72\|1001320;2026-05-28\|38.83\|8.46\|34.94\|39.37\|34.53\|975494;2026-05-29\|42.71\|9.99\|38.00\|42.71\|36.99\|1391338;2026-06-01\|38.44\|-10.00\|40.00\|40.58\|38.44\|761809;2026-06-02\|42.24\|9.89\|36.50\|42.28\|36.50\|1151069;2026-06-03\|43.75\|3.57\|43.93\|45.20\|41.29\|1079017;2026-06-04\|43.58\|-0.39\|42.52\|44.82\|42.01\|817241;2026-06-05\|41.71\|-4.29\|42.50\|46.44\|41.30\|935276;2026-06-08\|39.30\|-5.78\|38.97\|42.04\|38.50\|726997;2026-06-09\|41.25\|4.96\|40.38\|42.28\|39.10\|734101;2026-06-10\|39.90\|-3.27\|40.13\|40.62\|38.10\|563685;2026-06-11\|41.40\|3.76\|39.87\|41.50\|37.98\|717796;2026-06-12\|38.86\|-6.14\|41.00\|42.22\|38.74\|773698;2026-06-15\|42.75\|10.01\|39.50\|42.75\|39.40\|940144;2026-06-16\|47.03\|10.01\|43.98\|47.03\|43.88\|390269;2026-06-17\|51.73\|9.99\|48.00\|51.73\|48.00\|309981;2026-06-18\|51.77\|0.08\|51.00\|53.28\|49.86\|887730;2026-06-22\|55.11\|6.45\|52.81\|55.51\|50.21\|865406;2026-06-23\|52.81\|-4.17\|53.50\|55.70\|52.00\|597061;2026-06-24\|54.48\|3.16\|51.20\|55.38\|51.20\|715817;2026-06-25\|57.19\|4.97\|55.35\|57.21\|53.01\|777217;2026-06-26\|52.00\|-9.07\|56.97\|57.00\|51.47\|759012;2026-06-29\|49.29\|-5.21\|52.21\|52.98\|48.29\|671118;2026-06-30\|49.88\|1.20\|50.40\|50.90\|48.65\|475985;2026-07-01\|49.84\|-0.08\|49.50\|51.38\|47.75\|636421;2026-07-02\|47.59\|-4.51\|47.00\|50.88\|45.01\|614102;2026-07-03\|49.00\|2.96\|47.59\|50.86\|46.60\|549860;2026-07-06\|44.10\|-10.00\|51.00\|51.99\|44.10\|972618;2026-07-07\|39.69\|-10.00\|40.48\|42.00\|39.69\|575757;2026-07-08\|36.50\|-8.04\|39.00\|39.69\|36.50\|849677;2026-07-09\|36.61\|0.30\|37.60\|37.60\|34.30\|894564;2026-07-10\|35.21\|-3.82\|36.30\|39.07\|35.20\|802251;2026-07-13\|31.69\|-10.00\|34.18\|34.88\|31.69\|555813;2026-07-14\|31.87\|0.57\|31.68\|31.88\|31.60\|9624
112512	英伟达股价大涨	参股长飞光纤+商业航天+国企行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月2日互动易，公司研发了宽带低轨卫星星座网络控制系统、低轨星座地面测运控软件系统、一体化信关站等产品，为卫星网络建设运营等客户提供解决方案。 2、据2026年6月6日公告，截至2026年3月31日，公司持有长飞光纤1.188亿股内资股，持股比例14.35%，并委派2名董事参与其决策，对长飞光纤施加重大影响。 3、据2025年年报及公开信息，公司聚焦智慧应急与智慧城市应用，其控股股东为电信科学技术第一研究所有限公司，最终控制人为国务院国有资产监督管理委员会。	1、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	2026-03-04\|42.86\|-1.65\|42.70\|44.45\|42.46\|136857;2026-03-05\|43.82\|2.24\|44.00\|46.82\|43.31\|175830;2026-03-06\|40.74\|-7.03\|43.95\|43.95\|40.48\|202510;2026-03-09\|39.78\|-2.36\|39.01\|39.87\|37.75\|156128;2026-03-10\|43.76\|10.01\|40.25\|43.76\|40.16\|203909;2026-03-11\|44.86\|2.51\|45.10\|48.10\|44.68\|296457;2026-03-12\|43.95\|-2.03\|44.50\|46.88\|43.37\|205553;2026-03-13\|42.13\|-4.14\|43.50\|44.38\|42.03\|142021;2026-03-16\|40.98\|-2.73\|41.97\|42.69\|40.50\|111588;2026-03-17\|37.94\|-7.42\|41.06\|41.30\|37.78\|148718;2026-03-18\|39.19\|3.29\|38.47\|39.30\|38.01\|103835;2026-03-19\|37.80\|-3.55\|38.33\|38.75\|37.61\|80262;2026-03-20\|36.90\|-2.38\|39.00\|39.95\|36.80\|160631;2026-03-23\|34.88\|-5.47\|35.88\|37.16\|34.40\|114787;2026-03-24\|36.35\|4.21\|35.80\|36.64\|34.51\|137166;2026-03-25\|39.99\|10.01\|37.50\|39.99\|37.41\|218888;2026-03-26\|39.80\|-0.48\|40.32\|40.67\|39.20\|161123;2026-03-27\|39.30\|-1.26\|38.62\|39.90\|37.77\|120376;2026-03-30\|43.23\|10.00\|38.68\|43.23\|38.59\|191921;2026-03-31\|43.13\|-0.23\|42.90\|44.40\|42.50\|232888;2026-04-01\|42.56\|-1.32\|44.48\|44.60\|42.10\|163559;2026-04-02\|42.87\|0.73\|42.17\|44.75\|42.11\|219577;2026-04-03\|43.30\|1.00\|43.73\|44.85\|42.87\|230960;2026-04-07\|43.46\|0.37\|43.33\|44.60\|42.97\|152104;2026-04-08\|44.93\|3.38\|44.50\|45.08\|43.80\|232544;2026-04-09\|49.42\|9.99\|44.30\|49.42\|44.30\|240379;2026-04-10\|54.36\|10.00\|53.28\|54.36\|52.52\|258492;2026-04-13\|55.00\|1.18\|55.00\|57.08\|53.21\|447642;2026-04-14\|52.25\|-5.00\|54.38\|54.58\|51.50\|318977;2026-04-15\|49.66\|-4.96\|51.51\|52.11\|49.32\|266793;2026-04-16\|51.07\|2.84\|48.98\|51.89\|48.40\|281261;2026-04-17\|50.64\|-0.84\|51.30\|51.39\|49.70\|216159;2026-04-20\|53.13\|4.92\|51.15\|53.99\|50.40\|327344;2026-04-21\|51.95\|-2.22\|51.31\|52.48\|49.87\|214028;2026-04-22\|54.20\|4.33\|51.94\|55.27\|51.94\|261754;2026-04-23\|51.81\|-4.41\|53.98\|54.97\|51.30\|201245;2026-04-24\|50.40\|-2.72\|51.30\|51.78\|49.13\|128600;2026-04-27\|52.17\|3.51\|50.55\|53.46\|50.55\|144542;2026-04-28\|52.53\|0.69\|52.16\|54.00\|50.57\|163818;2026-04-29\|51.74\|-1.50\|51.55\|53.90\|51.55\|128962;2026-04-30\|48.66\|-5.95\|50.00\|50.56\|47.00\|228728;2026-05-06\|48.99\|0.68\|49.20\|50.66\|48.96\|152940;2026-05-07\|52.23\|6.61\|51.00\|52.86\|49.30\|210100;2026-05-08\|57.45\|9.99\|50.75\|57.45\|50.11\|231222;2026-05-11\|57.97\|0.91\|60.11\|60.11\|56.30\|273787;2026-05-12\|59.20\|2.12\|58.54\|61.68\|57.98\|297833;2026-05-13\|59.80\|1.01\|57.21\|61.50\|57.20\|175883;2026-05-14\|59.00\|-1.34\|59.80\|61.25\|58.50\|164796;2026-05-15\|55.09\|-6.63\|58.51\|61.38\|54.00\|214451;2026-05-18\|55.32\|0.42\|55.01\|57.32\|54.70\|137720;2026-05-19\|55.00\|-0.58\|54.50\|55.24\|52.50\|125235;2026-05-20\|55.43\|0.78\|55.00\|56.80\|53.86\|125578;2026-05-21\|51.02\|-7.96\|55.45\|55.55\|50.95\|145916;2026-05-22\|52.31\|2.53\|51.60\|52.79\|50.82\|94204;2026-05-25\|52.17\|-0.27\|53.00\|53.30\|50.80\|90736;2026-05-26\|49.78\|-4.58\|51.82\|51.89\|48.56\|112058;2026-05-27\|49.04\|-1.49\|49.61\|50.40\|48.62\|79283;2026-05-28\|49.46\|0.86\|48.33\|49.50\|47.14\|96393;2026-05-29\|49.25\|-0.42\|49.01\|51.10\|47.26\|145491;2026-06-01\|47.03\|-4.51\|50.13\|50.72\|46.80\|119755;2026-06-02\|51.73\|9.99\|47.97\|51.73\|47.08\|153791;2026-06-03\|53.65\|3.71\|52.80\|56.00\|52.55\|238217;2026-06-04\|54.24\|1.10\|53.07\|54.70\|52.52\|170306;2026-06-05\|55.99\|3.23\|53.99\|57.22\|53.45\|214629;2026-06-08\|53.50\|-4.45\|51.99\|56.67\|50.39\|165426;2026-06-09\|58.85\|10.00\|54.95\|58.85\|54.08\|247167;2026-06-10\|57.64\|-2.06\|58.00\|60.15\|56.00\|237289;2026-06-11\|57.01\|-1.09\|57.00\|58.88\|55.61\|174941;2026-06-12\|57.47\|0.81\|57.71\|62.50\|56.97\|295816;2026-06-15\|59.77\|4.00\|57.47\|60.24\|55.54\|223797;2026-06-16\|63.70\|6.58\|58.80\|64.77\|58.54\|252666;2026-06-17\|60.53\|-4.98\|62.00\|64.60\|59.89\|225148;2026-06-18\|64.78\|7.02\|59.60\|65.65\|58.54\|241541;2026-06-22\|71.26\|10.00\|66.50\|71.26\|64.98\|218225;2026-06-23\|73.00\|2.44\|72.60\|76.55\|70.18\|271010;2026-06-24\|71.14\|-2.55\|70.21\|73.89\|69.95\|199345;2026-06-25\|72.62\|2.08\|72.73\|72.88\|69.13\|204787;2026-06-26\|65.36\|-10.00\|71.49\|71.64\|65.36\|215132;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\|54.00\|-3.03\|54.50\|54.50\|53.88\|2234
112511	英伟达股价大涨	光器件耦合设备+半导体设备+精密零部件行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月22日互动易，半导体和光模块领域，公司先后推出一系列性能卓越的重点产品，覆盖光器件、芯片、光模块、晶圆等多个核心应用场景的需求，具体产品包括：光器件耦合设备、镜片及镜群耦合设备、光模块芯片AOI＆COS AOI检测设备、光模块芯片共晶贴片设备、超高精度堆叠设备、IGBT\Sic晶圆焊片芯片及辅料贴装整线设备、光纤打磨设备。公司客户包括多家国内行业标杆企业以及海外光器件龙头企业，并且建立了深度合作关系。 2、据2026年4月24日年报，2025年半导体及光模块零部件收入1.74亿元，2026Q1该板块收入占比升至19.6%，在手订单充沛。 3、据2026年4月24日年报，公司主营工业自动化设备及精密零部件制造，可为CPO、半导体、人形机器人等多领域提供超高精度设备及零部件。	公司为国内外客户提供超高精密部件、光耦合设备、共晶设备等多款半导体封装及测试设备，光耦合、共晶、芯片AOI设备均已量产	2026-03-04\|30.20\|-4.64\|29.98\|30.75\|29.25\|448071;2026-03-05\|28.77\|-4.74\|30.31\|30.56\|28.10\|327789;2026-03-06\|28.40\|-1.29\|28.50\|29.09\|27.38\|230932;2026-03-09\|26.57\|-6.44\|27.30\|27.40\|25.56\|332868;2026-03-10\|27.80\|4.63\|27.20\|28.14\|27.15\|242348;2026-03-11\|28.14\|1.22\|28.10\|29.61\|27.89\|273485;2026-03-12\|27.48\|-2.35\|28.09\|28.88\|27.24\|177159;2026-03-13\|26.25\|-4.48\|27.31\|27.44\|26.19\|159894;2026-03-16\|26.13\|-0.46\|26.14\|26.20\|25.31\|124325;2026-03-17\|24.67\|-5.59\|26.30\|26.47\|24.64\|142564;2026-03-18\|26.30\|6.61\|25.25\|26.46\|24.66\|199479;2026-03-19\|25.69\|-2.32\|26.00\|26.56\|25.46\|106098;2026-03-20\|25.82\|0.51\|26.09\|27.73\|25.77\|226455;2026-03-23\|23.95\|-7.24\|25.15\|25.65\|23.76\|200408;2026-03-24\|24.88\|3.88\|24.51\|24.91\|23.89\|127527;2026-03-25\|26.59\|6.87\|26.18\|27.18\|25.43\|276287;2026-03-26\|26.05\|-2.03\|26.77\|27.10\|25.91\|131752;2026-03-27\|26.53\|1.84\|25.49\|27.25\|25.06\|154145;2026-03-30\|27.65\|4.22\|26.03\|27.80\|25.94\|209631;2026-03-31\|26.60\|-3.80\|27.36\|27.50\|26.50\|146491;2026-04-01\|27.99\|5.23\|27.40\|28.09\|27.01\|193480;2026-04-02\|29.18\|4.25\|28.03\|30.41\|27.90\|326191;2026-04-03\|30.62\|4.93\|31.20\|31.88\|29.76\|270386;2026-04-07\|33.68\|9.99\|30.61\|33.68\|30.00\|279040;2026-04-08\|37.05\|10.01\|35.33\|37.05\|34.90\|310526;2026-04-09\|37.57\|1.40\|38.88\|39.90\|36.78\|633763;2026-04-10\|37.60\|0.08\|37.37\|39.21\|37.37\|446677;2026-04-13\|41.36\|10.00\|37.65\|41.36\|37.65\|281648;2026-04-14\|40.72\|-1.55\|42.00\|42.15\|39.20\|565180;2026-04-15\|41.92\|2.95\|40.72\|42.99\|40.53\|443385;2026-04-16\|41.79\|-0.31\|41.82\|42.19\|40.14\|350583;2026-04-17\|45.97\|10.00\|43.00\|45.97\|42.10\|235824;2026-04-20\|47.96\|4.33\|49.47\|49.47\|46.71\|435063;2026-04-21\|50.05\|4.36\|48.35\|51.55\|47.96\|360050;2026-04-22\|49.86\|-0.38\|49.64\|50.50\|48.60\|345573;2026-04-23\|47.03\|-5.68\|49.51\|49.84\|46.47\|359662;2026-04-24\|46.45\|-1.23\|47.97\|49.83\|46.04\|279357;2026-04-27\|45.81\|-1.38\|46.00\|46.36\|43.95\|296895;2026-04-28\|44.28\|-3.34\|45.53\|45.80\|43.98\|236531;2026-04-29\|44.03\|-0.56\|43.99\|44.98\|43.10\|217488;2026-04-30\|43.62\|-0.93\|43.91\|44.72\|43.20\|180495;2026-05-06\|44.09\|1.08\|44.60\|45.08\|43.56\|285759;2026-05-07\|45.46\|3.11\|44.00\|45.66\|43.30\|378829;2026-05-08\|45.29\|-0.37\|43.80\|45.85\|43.15\|329812;2026-05-11\|44.57\|-1.59\|45.84\|45.99\|43.68\|355916;2026-05-12\|43.36\|-2.71\|45.35\|45.79\|42.51\|325858;2026-05-13\|44.18\|1.89\|42.56\|44.95\|42.20\|252002;2026-05-14\|45.20\|2.31\|44.89\|46.61\|44.00\|413302;2026-05-15\|45.52\|0.71\|46.05\|47.59\|42.80\|454009;2026-05-18\|47.25\|3.80\|45.57\|47.47\|45.00\|433306;2026-05-19\|47.01\|-0.51\|46.78\|47.71\|43.10\|431327;2026-05-20\|46.31\|-1.49\|46.75\|47.36\|45.21\|285969;2026-05-21\|42.08\|-9.13\|46.13\|46.48\|41.93\|376285;2026-05-22\|43.65\|3.73\|42.26\|43.87\|41.68\|320501;2026-05-25\|48.02\|10.01\|44.60\|48.02\|44.34\|272948;2026-05-26\|52.82\|10.00\|48.55\|52.82\|44.77\|779827;2026-05-27\|56.33\|6.65\|52.58\|58.09\|52.00\|595412;2026-05-28\|61.96\|9.99\|56.05\|61.96\|55.91\|406837;2026-05-29\|62.04\|0.13\|67.48\|67.98\|60.66\|529730;2026-06-01\|60.63\|-2.27\|62.85\|63.58\|59.80\|327801;2026-06-02\|66.69\|10.00\|60.38\|66.69\|60.02\|309332;2026-06-03\|66.11\|-0.87\|71.00\|72.40\|64.97\|474402;2026-06-04\|64.65\|-2.21\|65.46\|66.10\|63.83\|312729;2026-06-05\|60.20\|-6.88\|64.62\|65.29\|59.05\|380820;2026-06-08\|54.18\|-10.00\|56.00\|58.39\|54.18\|249796;2026-06-09\|55.78\|2.95\|55.60\|56.02\|53.30\|279232;2026-06-10\|53.51\|-4.07\|54.18\|54.68\|52.49\|193284;2026-06-11\|51.87\|-3.06\|53.00\|53.72\|51.23\|163240;2026-06-12\|50.35\|-2.93\|53.01\|54.20\|50.00\|196941;2026-06-15\|54.90\|9.04\|51.25\|54.98\|50.75\|227617;2026-06-16\|55.55\|1.18\|55.00\|56.35\|53.90\|273164;2026-06-17\|57.36\|3.26\|56.50\|58.44\|56.00\|371931;2026-06-18\|60.15\|5.32\|58.80\|62.82\|56.50\|516839;2026-06-22\|57.45\|-4.49\|61.80\|62.50\|55.07\|466644;2026-06-23\|54.93\|-4.39\|55.75\|57.70\|54.65\|244526;2026-06-24\|56.32\|2.53\|54.43\|56.89\|53.40\|293324;2026-06-25\|60.46\|7.35\|57.18\|61.95\|56.58\|540546;2026-06-26\|57.17\|-5.44\|59.32\|60.30\|55.02\|364659;2026-06-29\|53.45\|-6.51\|57.12\|57.55\|51.86\|257887;2026-06-30\|54.84\|2.60\|53.85\|56.48\|52.50\|193777;2026-07-01\|51.33\|-6.40\|54.96\|55.69\|50.88\|216800;2026-07-02\|48.73\|-5.07\|49.89\|51.29\|47.80\|178346;2026-07-03\|48.10\|-1.29\|48.46\|49.73\|47.32\|152733;2026-07-06\|45.38\|-5.65\|48.15\|48.90\|45.00\|154496;2026-07-07\|44.46\|-2.03\|45.23\|45.93\|43.65\|112277;2026-07-08\|44.25\|-0.47\|44.40\|45.65\|42.95\|143432;2026-07-09\|47.06\|6.35\|45.00\|47.35\|42.00\|233305;2026-07-10\|44.71\|-4.99\|47.50\|48.20\|44.71\|158400;2026-07-13\|41.73\|-6.67\|44.42\|46.58\|41.70\|176256;2026-07-14\|42.37\|1.53\|42.36\|42.50\|41.89\|2419
112510	英伟达股价大涨	空芯光纤光缆+光通信+分拆上市+一季报增长行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月4日公司公告，公司2026年第一季度实现营业收入约177.91亿元，较2025年同期增长约34.09%；实现归属于上市公司股东的净利润约11.05亿元，较2025年同期增长约98.53%。据2026年5月18日投资者关系活动记录表，业绩增长主要系报告期内光通信市场需求增长、价格上涨，海洋通信及能源产品交付增加和海外市场需求增长所致。 2、据2026年5月30日公司公告，公司拟分拆所属子公司江苏亨通华海科技股份有限公司至上海证券交易所科创板上市，该预案已经公司第九届董事会第十六次会议审议通过。 3、据2026年5月18日投资者关系活动记录表，公司AI数据中心业务是最核心的战略方向之一，光纤光缆产品已大批量应用于国内外数据中心，并开发了高密度MPO光缆等系列产品；公司与中国联通联合部署的商用空芯光纤光缆线路已开通并投入运营，中标中国移动空芯光缆采购项目；多芯光纤产品正参与国家级跨区域新型算力网建设。	公司收购J-Fiber，部署特种光纤和数据中心多模光纤产能。公司空芯光纤也在2025年供应链博览会和联通合作伙伴大会展出，性能达到业内领先水平	2026-03-04\|48.38\|1.81\|46.90\|48.95\|45.99\|1475986;2026-03-05\|50.90\|5.21\|48.90\|51.88\|48.04\|1697857;2026-03-06\|48.43\|-4.85\|49.37\|50.29\|47.33\|1405078;2026-03-09\|45.72\|-5.60\|45.81\|46.16\|43.59\|1602048;2026-03-10\|49.99\|9.34\|46.72\|50.20\|46.72\|1536678;2026-03-11\|50.80\|1.62\|51.00\|54.30\|50.63\|1681006;2026-03-12\|51.42\|1.22\|49.90\|54.30\|49.90\|1506799;2026-03-13\|49.68\|-3.38\|51.05\|53.00\|49.45\|1307841;2026-03-16\|47.23\|-4.93\|49.28\|50.20\|46.67\|1254501;2026-03-17\|43.22\|-8.49\|47.89\|48.29\|43.09\|1607182;2026-03-18\|44.51\|2.98\|43.10\|44.65\|42.42\|1378913;2026-03-19\|43.11\|-3.15\|42.88\|44.40\|42.87\|905456;2026-03-20\|42.98\|-0.30\|44.50\|45.40\|42.89\|1286511;2026-03-23\|41.36\|-3.77\|42.03\|42.97\|40.92\|1067278;2026-03-24\|44.37\|7.28\|42.80\|44.40\|41.60\|1386909;2026-03-25\|48.17\|8.56\|46.08\|48.60\|46.00\|1802096;2026-03-26\|47.88\|-0.60\|47.81\|49.88\|47.17\|1389671;2026-03-27\|48.95\|2.23\|46.88\|50.21\|46.52\|1392972;2026-03-30\|53.85\|10.01\|48.10\|53.85\|48.10\|1351087;2026-03-31\|52.66\|-2.21\|53.31\|54.66\|51.34\|1760899;2026-04-01\|51.96\|-1.33\|54.66\|54.70\|50.58\|1287396;2026-04-02\|53.39\|2.75\|52.03\|55.80\|52.03\|1469875;2026-04-03\|58.05\|8.73\|54.45\|58.73\|54.01\|1698326;2026-04-07\|58.70\|1.12\|58.35\|61.50\|58.00\|1668754;2026-04-08\|58.56\|-0.24\|60.80\|60.87\|56.55\|1951079;2026-04-09\|59.54\|1.67\|57.21\|60.80\|56.11\|1941819;2026-04-10\|55.98\|-5.98\|59.21\|59.21\|55.71\|2089276;2026-04-13\|53.49\|-4.45\|55.00\|55.95\|53.10\|2035119;2026-04-14\|52.67\|-1.53\|53.51\|54.41\|52.15\|1569564;2026-04-15\|52.13\|-1.03\|52.86\|53.99\|51.73\|1301525;2026-04-16\|53.14\|1.94\|51.81\|53.44\|50.89\|1428402;2026-04-17\|55.65\|4.72\|52.59\|56.10\|52.59\|2134174;2026-04-20\|60.89\|9.42\|58.35\|60.99\|57.50\|2218726;2026-04-21\|59.80\|-1.79\|59.50\|60.40\|57.27\|1832092;2026-04-22\|65.78\|10.00\|59.70\|65.78\|59.55\|2036964;2026-04-23\|69.52\|5.69\|66.77\|70.30\|66.03\|2734389;2026-04-24\|69.54\|0.03\|68.00\|71.30\|66.55\|2212030;2026-04-27\|71.38\|2.65\|69.54\|74.49\|68.90\|2495122;2026-04-28\|68.29\|-4.33\|70.00\|71.60\|67.68\|1765843;2026-04-29\|67.38\|-1.33\|67.00\|68.20\|65.35\|1237637;2026-04-30\|65.70\|-2.49\|67.70\|68.00\|63.30\|1609348;2026-05-06\|71.80\|9.28\|67.50\|72.27\|67.50\|1915747;2026-05-07\|75.96\|5.79\|74.55\|76.63\|71.80\|1908904;2026-05-08\|77.27\|1.72\|74.25\|79.49\|74.25\|1633023;2026-05-11\|74.99\|-2.95\|79.30\|79.90\|73.83\|2388971;2026-05-12\|75.10\|0.15\|75.50\|78.50\|74.66\|1770023;2026-05-13\|75.43\|0.44\|73.34\|77.00\|73.33\|1523329;2026-05-14\|74.00\|-1.90\|76.88\|77.20\|73.68\|1430964;2026-05-15\|69.80\|-5.68\|73.98\|74.51\|67.97\|1583769;2026-05-18\|71.80\|2.87\|69.01\|72.95\|69.01\|1291686;2026-05-19\|75.47\|5.11\|70.40\|76.11\|66.52\|1941733;2026-05-20\|75.78\|0.41\|74.70\|78.13\|74.00\|1710653;2026-05-21\|69.90\|-7.76\|75.99\|76.00\|69.38\|1630204;2026-05-22\|73.05\|4.51\|70.66\|73.30\|69.69\|1319919;2026-05-25\|73.41\|0.49\|73.10\|73.74\|69.67\|1462518;2026-05-26\|69.41\|-5.45\|72.01\|72.08\|67.67\|1596622;2026-05-27\|68.69\|-1.04\|68.64\|71.60\|68.02\|1332688;2026-05-28\|70.48\|2.61\|67.50\|70.98\|65.62\|1603202;2026-05-29\|77.12\|9.42\|70.49\|77.53\|69.48\|3239282;2026-06-01\|75.56\|-2.02\|75.24\|80.81\|73.40\|2372171;2026-06-02\|83.12\|10.01\|74.61\|83.12\|74.61\|1913933;2026-06-03\|91.43\|10.00\|90.00\|91.43\|88.12\|699163;2026-06-04\|97.87\|7.04\|93.00\|98.99\|92.40\|2653851;2026-06-05\|96.12\|-1.79\|96.00\|102.96\|95.00\|2509906;2026-06-08\|95.47\|-0.68\|92.55\|102.33\|92.55\|2442059;2026-06-09\|105.02\|10.00\|99.77\|105.02\|97.70\|1729430;2026-06-10\|106.88\|1.77\|106.00\|109.99\|104.42\|2129891;2026-06-11\|102.40\|-4.19\|105.10\|108.00\|98.00\|2249229;2026-06-12\|97.00\|-5.27\|105.08\|105.49\|97.00\|2155301;2026-06-15\|99.28\|2.35\|98.94\|99.92\|92.88\|2205440;2026-06-16\|107.50\|8.28\|98.21\|108.66\|98.18\|2258993;2026-06-17\|111.00\|3.26\|104.11\|111.41\|104.00\|2169531;2026-06-18\|111.01\|0.01\|111.03\|116.66\|108.78\|1984678;2026-06-22\|120.13\|8.22\|115.20\|121.99\|115.17\|1812555;2026-06-23\|117.31\|-2.35\|121.20\|125.16\|115.64\|1834233;2026-06-24\|119.02\|1.46\|114.96\|120.55\|113.66\|1648106;2026-06-25\|123.00\|3.34\|122.00\|124.77\|117.15\|1615832;2026-06-26\|110.81\|-9.91\|119.50\|120.00\|110.70\|1988227;2026-06-29\|108.04\|-2.26\|108.92\|112.12\|102.00\|1488825;2026-06-30\|109.34\|1.20\|112.00\|113.44\|107.80\|1268723;2026-07-01\|101.93\|-6.78\|107.61\|109.55\|100.00\|1733516;2026-07-02\|93.84\|-7.94\|96.80\|98.90\|91.93\|1535850;2026-07-03\|89.42\|-4.71\|93.00\|95.00\|89.22\|1726393;2026-07-06\|84.60\|-5.39\|91.50\|92.63\|82.61\|1987758;2026-07-07\|80.89\|-4.39\|84.60\|85.24\|78.55\|1703514;2026-07-08\|76.96\|-4.86\|81.78\|82.50\|76.70\|1616934;2026-07-09\|80.06\|4.03\|78.18\|80.58\|74.00\|2381972;2026-07-10\|77.79\|-2.84\|80.80\|86.39\|77.39\|2593148;2026-07-13\|70.01\|-10.00\|75.08\|76.33\|70.01\|1601055;2026-07-14\|70.09\|0.11\|69.00\|70.50\|69.00\|51299
112509	英伟达股价大涨	光通信测试+AI眼镜+测量仪器行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年6月6日公告，公司以4.6亿元收购的伽蓝特已完成股权交割及工商变更登记；据2026年5月18日投资者关系活动记录表，伽蓝特专注为全球头部光模块、硅光芯片厂商提供全流程测试解决方案，2026年一季度未经审计的在手订单为1.97亿元。 2、据2026年4月28日年报，公司设立控股子公司聚焦工业级AI眼镜，将其定义为“新一代测量工具终端”，布局电力检修、工业测量、AI辅助诊断等垂直场景，与现有仪器仪表形成智能生态协同。 3、据2026年4月28日年报，公司主营测试测量仪器仪表，依托MEMS传感器技术，在红外测温、气体检测等领域实现技术突破，产品海外营收占比84.58%。	公司拟收购伽蓝特100%股权，后者专注光通信模块和光芯片测试	2026-03-04\|34.02\|-2.97\|34.98\|35.04\|32.40\|309673;2026-03-05\|32.46\|-4.59\|34.06\|34.49\|31.47\|278282;2026-03-06\|34.40\|5.98\|31.79\|35.06\|31.57\|270726;2026-03-09\|35.60\|3.49\|32.53\|36.60\|32.53\|236343;2026-03-10\|36.78\|3.31\|36.36\|37.68\|35.66\|230288;2026-03-11\|37.75\|2.64\|37.44\|38.87\|36.82\|214573;2026-03-12\|36.41\|-3.55\|37.51\|38.03\|36.03\|152505;2026-03-13\|35.14\|-3.49\|36.36\|36.70\|35.00\|132248;2026-03-16\|38.65\|9.99\|35.50\|38.65\|35.29\|139961;2026-03-17\|37.91\|-1.91\|38.66\|40.28\|37.16\|229776;2026-03-18\|38.23\|0.84\|38.54\|39.06\|37.18\|160255;2026-03-19\|39.05\|2.14\|37.88\|39.59\|36.10\|200503;2026-03-20\|37.22\|-4.69\|38.72\|39.85\|37.15\|161250;2026-03-23\|35.70\|-4.08\|36.98\|37.20\|34.11\|141508;2026-03-24\|38.49\|7.82\|36.70\|38.65\|35.01\|108294;2026-03-25\|40.51\|5.25\|39.16\|41.85\|38.66\|132367;2026-03-26\|39.31\|-2.96\|40.23\|41.43\|38.98\|83522;2026-03-27\|39.80\|1.25\|38.38\|41.09\|37.52\|96951;2026-03-30\|43.78\|10.00\|39.80\|43.78\|39.00\|78855;2026-03-31\|42.10\|-3.84\|44.02\|44.92\|39.60\|180210;2026-04-01\|45.12\|7.17\|42.69\|46.31\|41.26\|239711;2026-04-02\|41.90\|-7.14\|44.78\|45.49\|41.33\|181963;2026-04-03\|46.09\|10.00\|42.38\|46.09\|42.38\|120528;2026-04-07\|50.70\|10.00\|47.72\|50.70\|46.80\|208135;2026-04-08\|52.86\|4.26\|55.00\|55.16\|49.70\|229019;2026-04-09\|55.68\|5.33\|53.15\|57.40\|51.30\|193891;2026-04-10\|53.01\|-4.80\|56.79\|56.99\|51.50\|186109;2026-04-13\|58.31\|10.00\|53.03\|58.31\|53.03\|88471;2026-04-14\|64.14\|10.00\|59.60\|64.14\|59.60\|163984;2026-04-15\|70.54\|9.98\|68.43\|70.55\|67.90\|259681;2026-04-16\|66.47\|-5.77\|70.91\|72.50\|63.72\|315081;2026-04-17\|73.12\|10.00\|66.40\|73.12\|66.00\|193449;2026-04-20\|78.00\|6.67\|75.18\|79.56\|73.00\|267718;2026-04-21\|82.20\|5.38\|76.12\|84.22\|76.00\|191201;2026-04-22\|81.22\|-1.19\|81.44\|83.60\|78.69\|193161;2026-04-23\|75.90\|-6.55\|80.00\|80.13\|73.10\|219597;2026-04-24\|82.29\|8.42\|78.39\|83.49\|74.50\|261969;2026-04-27\|80.90\|-1.69\|79.68\|81.93\|77.00\|192510;2026-04-28\|85.06\|5.14\|79.20\|87.20\|77.66\|182755;2026-04-29\|81.35\|-4.36\|84.00\|84.98\|78.66\|194596;2026-04-30\|79.94\|-1.73\|81.06\|84.70\|77.00\|180321;2026-05-06\|75.82\|-5.15\|80.35\|80.40\|74.77\|178279;2026-05-07\|83.40\|10.00\|76.32\|83.40\|74.26\|193726;2026-05-08\|84.14\|0.89\|82.03\|85.79\|78.52\|161766;2026-05-11\|85.13\|1.18\|85.00\|88.00\|80.10\|160644;2026-05-12\|82.50\|-3.09\|86.82\|87.50\|81.22\|138473;2026-05-13\|86.06\|4.32\|81.75\|87.49\|80.28\|134349;2026-05-14\|94.67\|10.00\|87.61\|94.67\|82.39\|165788;2026-05-15\|96.27\|1.69\|96.00\|104.00\|92.77\|217579;2026-05-18\|105.90\|10.00\|94.03\|105.90\|94.03\|129471;2026-05-19\|103.65\|-2.12\|104.74\|107.22\|97.49\|198296;2026-05-20\|111.02\|7.11\|102.46\|112.88\|95.59\|181190;2026-05-21\|105.80\|-4.70\|112.81\|114.91\|100.00\|166784;2026-05-22\|116.38\|10.00\|103.90\|116.38\|102.92\|154007;2026-05-25\|128.02\|10.00\|121.23\|128.02\|121.01\|119840;2026-05-26\|115.50\|-9.78\|133.55\|133.55\|115.22\|218482;2026-05-27\|117.72\|1.92\|111.01\|123.00\|107.67\|181374;2026-05-28\|113.60\|-3.50\|117.39\|117.39\|106.16\|153654;2026-05-29\|109.22\|-3.86\|115.66\|116.55\|107.25\|138600;2026-06-01\|101.93\|-6.67\|108.35\|109.20\|101.30\|120951;2026-06-02\|112.12\|10.00\|101.00\|112.12\|99.81\|97230;2026-06-03\|122.39\|9.16\|118.68\|123.33\|117.77\|152330;2026-06-04\|127.20\|3.93\|123.46\|130.10\|120.87\|155723;2026-06-05\|125.09\|-1.66\|129.68\|132.56\|124.28\|126321;2026-06-08\|118.00\|-5.67\|118.60\|123.60\|116.00\|91774;2026-06-09\|120.02\|1.71\|119.00\|125.00\|118.23\|106091;2026-06-10\|116.62\|-2.83\|119.19\|120.35\|113.20\|99795;2026-06-11\|116.81\|0.16\|115.12\|120.19\|114.11\|87998;2026-06-12\|106.81\|-8.56\|119.16\|121.93\|106.42\|144023;2026-06-15\|112.98\|5.78\|110.01\|116.88\|106.00\|128932;2026-06-16\|122.60\|8.51\|114.40\|124.28\|107.88\|180540;2026-06-17\|125.55\|2.41\|118.27\|126.80\|118.27\|135989;2026-06-18\|131.35\|4.62\|126.01\|135.95\|126.00\|108222;2026-06-22\|118.23\|-9.99\|130.73\|131.30\|118.22\|159572;2026-06-23\|113.95\|-3.62\|115.11\|119.36\|113.10\|89396;2026-06-24\|112.57\|-1.21\|112.95\|115.00\|108.80\|96936;2026-06-25\|123.83\|10.00\|112.60\|123.83\|112.47\|72628;2026-06-26\|117.30\|-5.27\|126.06\|132.83\|116.88\|183142;2026-06-29\|115.44\|-1.59\|117.30\|123.27\|109.60\|107106;2026-06-30\|116.54\|0.95\|115.16\|119.00\|113.00\|80803;2026-07-01\|109.30\|-6.21\|116.10\|116.59\|107.27\|91335;2026-07-02\|101.77\|-6.89\|105.67\|107.58\|101.00\|65771;2026-07-03\|105.73\|3.89\|100.99\|111.95\|100.00\|117292;2026-07-06\|111.04\|5.02\|105.80\|116.30\|104.00\|167858;2026-07-07\|101.30\|-8.77\|107.10\|111.48\|99.94\|117452;2026-07-08\|97.10\|-4.15\|103.98\|104.67\|95.32\|83759;2026-07-09\|98.54\|1.48\|100.09\|102.00\|92.21\|92706;2026-07-10\|96.43\|-2.14\|99.69\|105.37\|96.30\|86654;2026-07-13\|86.79\|-10.00\|96.40\|98.20\|86.79\|80422;2026-07-14\|86.74\|-0.06\|86.66\|87.68\|85.35\|1400
112508	英伟达股价大涨	光模块透镜固定用胶+电子胶+半导体行业原因： 6月8日，美股光通信概念股集体反弹，迈威尔科技（Marvell）涨近10%，Coherent涨超6%，康宁涨超5%。黄仁勋此前表示，整个行业必须高度依赖先进的互连技术，这正是Marvell如此重要的原因，Marvell将成为下一个万亿美元市值的公司。公司原因： 1、据2026年6月5日公告，公司股票近期连续上涨触发异常波动，公司澄清涉及半导体业务的光模块透镜固定用胶为新开发产品，目前该产品月营收占集团月营收不足1%，不会对公司业绩造成重大影响且存在未来供货的不确定性。 2、据2026年5月30日公告及2026年5月29日投资者关系活动记录表，公司电子胶板块光模块透镜固定用胶、底填胶等产品已进入半导体及汽车电子领域小批量供货，但占电子胶总体营收比重较低。 3、公司主营热熔环保粘接材料、电子胶黏剂等，已全面停止光伏封装胶膜业务，聚焦热熔胶、电子胶核心业务，重点拓展芯片半导体、新能源汽车等战略新兴领域。	公司电子胶板块光模块透镜固定用胶、底填胶等产品已经进入半导体及汽车电子领域小批量供货	2026-03-04\|7.54\|-0.13\|7.47\|7.64\|7.45\|93693;2026-03-05\|7.58\|0.53\|7.67\|7.77\|7.55\|78723;2026-03-06\|7.67\|1.19\|7.58\|7.70\|7.56\|75767;2026-03-09\|7.56\|-1.43\|7.67\|7.73\|7.52\|97607;2026-03-10\|7.65\|1.19\|7.59\|7.70\|7.56\|79385;2026-03-11\|7.55\|-1.31\|7.63\|7.73\|7.55\|86365;2026-03-12\|7.42\|-1.72\|7.55\|7.60\|7.41\|77899;2026-03-13\|7.36\|-0.81\|7.40\|7.50\|7.34\|69435;2026-03-16\|7.44\|1.09\|7.36\|7.46\|7.33\|65101;2026-03-17\|7.24\|-2.69\|7.43\|7.48\|7.21\|97245;2026-03-18\|7.32\|1.10\|7.26\|7.32\|7.18\|63461;2026-03-19\|7.14\|-2.46\|7.28\|7.30\|7.03\|80126;2026-03-20\|6.90\|-3.36\|7.16\|7.16\|6.88\|76801;2026-03-23\|6.40\|-7.25\|6.50\|6.79\|6.34\|100571;2026-03-24\|6.65\|3.91\|6.57\|6.67\|6.37\|78828;2026-03-25\|6.79\|2.11\|6.51\|6.84\|6.51\|61124;2026-03-26\|6.66\|-1.91\|6.77\|6.92\|6.62\|56622;2026-03-27\|6.78\|1.80\|6.63\|6.82\|6.57\|52437;2026-03-30\|6.85\|1.03\|6.77\|6.89\|6.68\|52667;2026-03-31\|6.66\|-2.77\|6.91\|6.92\|6.65\|44602;2026-04-01\|6.78\|1.80\|6.72\|6.85\|6.70\|50642;2026-04-02\|6.71\|-1.03\|6.72\|6.85\|6.64\|47868;2026-04-03\|6.47\|-3.58\|6.71\|6.76\|6.44\|56397;2026-04-07\|6.69\|3.40\|6.48\|6.71\|6.41\|52752;2026-04-08\|6.87\|2.69\|6.86\|6.95\|6.79\|60624;2026-04-09\|6.78\|-1.31\|6.89\|6.89\|6.76\|43086;2026-04-10\|6.82\|0.59\|6.81\|6.89\|6.78\|43896;2026-04-13\|6.74\|-1.17\|6.82\|6.83\|6.70\|41261;2026-04-14\|6.75\|0.15\|6.80\|6.80\|6.67\|44354;2026-04-15\|6.69\|-0.89\|6.76\|6.84\|6.68\|44311;2026-04-16\|6.85\|2.39\|6.68\|6.90\|6.63\|54315;2026-04-17\|6.90\|0.73\|6.85\|6.97\|6.75\|59008;2026-04-20\|7.08\|2.61\|6.90\|7.23\|6.85\|94305;2026-04-21\|7.10\|0.28\|7.04\|7.15\|6.96\|54330;2026-04-22\|7.15\|0.70\|7.08\|7.28\|7.00\|73355;2026-04-23\|7.24\|1.26\|7.22\|7.43\|7.19\|128173;2026-04-24\|7.13\|-1.52\|7.24\|7.26\|7.00\|101174;2026-04-27\|7.28\|2.10\|7.18\|7.32\|7.07\|100898;2026-04-28\|7.32\|0.55\|7.28\|7.45\|7.24\|77835;2026-04-29\|7.40\|1.09\|7.27\|7.43\|7.26\|94023;2026-04-30\|7.40\|0.00\|7.40\|7.52\|7.32\|71939;2026-05-06\|7.39\|-0.14\|7.42\|7.48\|7.32\|85291;2026-05-07\|7.23\|-2.17\|7.40\|7.43\|7.21\|123254;2026-05-08\|7.20\|-0.41\|7.21\|7.31\|7.17\|76593;2026-05-11\|7.19\|-0.14\|7.28\|7.30\|7.12\|86775;2026-05-12\|7.06\|-1.81\|7.19\|7.19\|6.92\|101811;2026-05-13\|7.03\|-0.42\|7.08\|7.14\|6.96\|80776;2026-05-14\|7.08\|0.71\|7.10\|7.16\|6.96\|72166;2026-05-15\|6.96\|-1.69\|7.05\|7.14\|6.88\|86318;2026-05-18\|6.89\|-1.01\|6.96\|6.98\|6.80\|88812;2026-05-19\|6.99\|1.45\|6.93\|7.05\|6.85\|85010;2026-05-20\|6.86\|-1.86\|6.93\|6.93\|6.81\|55499;2026-05-21\|6.64\|-3.21\|6.94\|7.08\|6.63\|106237;2026-05-22\|6.94\|4.52\|6.67\|7.03\|6.55\|114511;2026-05-25\|7.22\|4.03\|6.96\|7.45\|6.76\|251280;2026-05-26\|7.00\|-3.05\|6.99\|7.35\|6.85\|260334;2026-05-27\|6.86\|-2.00\|7.01\|7.27\|6.82\|209180;2026-05-28\|6.80\|-0.87\|6.85\|7.03\|6.62\|146429;2026-05-29\|6.42\|-5.59\|6.75\|6.81\|6.36\|162690;2026-06-01\|7.06\|9.97\|6.43\|7.06\|6.43\|127608;2026-06-02\|7.77\|10.06\|7.10\|7.77\|6.90\|465277;2026-06-03\|8.55\|10.04\|8.55\|8.55\|8.55\|118366;2026-06-04\|9.41\|10.06\|8.55\|9.41\|8.25\|894647;2026-06-05\|8.61\|-8.50\|10.15\|10.35\|8.54\|1465456;2026-06-08\|7.75\|-9.99\|7.75\|8.21\|7.75\|910195;2026-06-09\|8.53\|10.06\|7.59\|8.53\|7.35\|894510;2026-06-10\|9.00\|5.51\|8.50\|9.28\|8.31\|1120065;2026-06-11\|8.84\|-1.78\|8.66\|8.91\|8.50\|653459;2026-06-12\|8.54\|-3.39\|8.85\|9.23\|8.39\|526556;2026-06-15\|8.37\|-1.99\|8.54\|8.77\|8.21\|531056;2026-06-16\|8.16\|-2.51\|8.39\|8.56\|8.04\|455146;2026-06-17\|8.05\|-1.35\|8.00\|8.14\|7.90\|401192;2026-06-18\|7.76\|-3.60\|7.99\|7.99\|7.48\|400298;2026-06-22\|7.91\|1.93\|7.60\|7.91\|7.41\|385225;2026-06-23\|8.30\|4.93\|7.80\|8.56\|7.73\|601707;2026-06-24\|7.91\|-4.70\|8.12\|8.14\|7.70\|443079;2026-06-25\|7.63\|-3.54\|7.94\|8.10\|7.54\|346110;2026-06-26\|7.59\|-0.52\|7.58\|7.90\|7.42\|290918;2026-06-29\|7.36\|-3.03\|7.47\|7.73\|7.20\|292308;2026-06-30\|7.74\|5.16\|7.36\|8.10\|7.32\|413279;2026-07-01\|8.51\|9.95\|8.02\|8.51\|7.96\|367262;2026-07-02\|8.90\|4.58\|8.26\|9.30\|8.26\|700894;2026-07-03\|8.75\|-1.69\|8.75\|8.97\|8.53\|472774;2026-07-06\|8.60\|-1.71\|8.76\|9.07\|8.57\|317307;2026-07-07\|8.41\|-2.21\|8.39\|8.85\|8.32\|316739;2026-07-08\|7.91\|-5.95\|8.28\|8.50\|7.82\|320235;2026-07-09\|7.96\|0.63\|7.97\|8.08\|7.60\|229675;2026-07-10\|7.83\|-1.63\|8.02\|8.57\|7.83\|319883;2026-07-13\|7.15\|-8.68\|7.73\|7.93\|7.12\|295978;2026-07-14\|7.16\|0.14\|7.15\|7.19\|7.15\|1767
112507	英伟达股价大涨	光芯片+光纤光缆+超导带材行业原因： AI引发算力需求爆发，正推动光互联向更高速率、更低功耗、更高集成度演进。公司原因： 1、据2026年5月18日业绩说明会，2026年一季度公司光通信产品收入与毛利率增幅较大，主要受益于AI算力需求爆发式增长带动光纤市场量价齐升；公司70mW CW-DFB及100G EML光芯片已完成研发验证与客户适配测试并实现供货，正有序推进产能扩充工作。 2、据2026年4月21日年报及2026年5月18日互动易，公司构建了“光棒—光纤—光缆”全产业链，并向光芯片、光器件等领域延伸，具备端到端综合解决方案能力；公司70mW CW-DFB、100G EML系列已实现供货，正积极对接海内外主流光模块企业，持续送样测试。 3、据2026年5月18日互动易，子公司东部超导专注于第二代高温超导带材，已具备规模化供应能力，产品成功应用于可控核聚变磁体、超导感应加热等关键场景，公司与中国科学院系统、能量奇点等机构保持战略合作。	1、公司已经实现了从光芯片-光器件-光模块-系统集成的全产业链布局； 2、公司高温超导带材已应用于超导感应加热、超导磁拉单晶、可控核聚变磁体、超导电力装备等领域	2026-03-04\|26.80\|-2.62\|25.86\|27.77\|25.86\|973806;2026-03-05\|28.09\|4.81\|27.50\|28.72\|26.52\|1465287;2026-03-06\|26.98\|-3.95\|27.70\|27.99\|26.81\|1046679;2026-03-09\|26.59\|-1.45\|26.01\|26.84\|25.50\|845950;2026-03-10\|28.15\|5.87\|27.27\|28.20\|26.70\|1301975;2026-03-11\|28.47\|1.14\|28.20\|29.50\|28.20\|1366439;2026-03-12\|27.35\|-3.93\|28.38\|28.83\|27.00\|1157400;2026-03-13\|27.61\|0.95\|27.19\|28.30\|27.08\|1028565;2026-03-16\|28.44\|3.01\|27.63\|28.68\|27.61\|1252367;2026-03-17\|27.07\|-4.82\|28.54\|28.57\|26.85\|1023119;2026-03-18\|27.49\|1.55\|26.90\|27.50\|26.40\|704817;2026-03-19\|26.96\|-1.93\|26.84\|27.35\|26.67\|528831;2026-03-20\|27.66\|2.60\|27.36\|28.50\|27.12\|1581663;2026-03-23\|25.32\|-8.46\|26.36\|26.50\|25.00\|1337696;2026-03-24\|25.21\|-0.43\|25.81\|25.96\|24.11\|919620;2026-03-25\|26.25\|4.13\|25.68\|26.46\|25.68\|1071384;2026-03-26\|25.39\|-3.28\|26.25\|26.33\|25.02\|901003;2026-03-27\|25.55\|0.63\|24.50\|26.10\|24.19\|898523;2026-03-30\|27.69\|8.38\|25.00\|28.09\|24.99\|1687135;2026-03-31\|27.74\|0.18\|27.13\|28.28\|26.90\|1340850;2026-04-01\|30.51\|9.99\|28.50\|30.51\|28.50\|2354132;2026-04-02\|30.29\|-0.72\|30.30\|31.88\|29.70\|2198990;2026-04-03\|30.98\|2.28\|31.03\|32.30\|30.60\|1677444;2026-04-07\|30.21\|-2.49\|30.98\|31.81\|30.01\|1241374;2026-04-08\|33.23\|10.00\|31.59\|33.23\|31.30\|1535919;2026-04-09\|34.64\|4.24\|33.95\|34.92\|33.20\|1864375;2026-04-10\|38.10\|9.99\|34.65\|38.10\|33.98\|2331300;2026-04-13\|38.70\|1.57\|37.87\|39.61\|36.70\|2175915;2026-04-14\|37.18\|-3.93\|38.10\|38.62\|36.80\|1840653;2026-04-15\|37.54\|0.97\|37.26\|40.27\|36.98\|2323465;2026-04-16\|39.47\|5.14\|37.50\|40.50\|36.41\|2004663;2026-04-17\|41.30\|4.64\|39.47\|42.50\|39.47\|1673910;2026-04-20\|41.80\|1.21\|41.31\|43.86\|40.72\|1853075;2026-04-21\|41.39\|-0.98\|39.95\|42.30\|39.95\|1628974;2026-04-22\|45.53\|10.00\|41.39\|45.53\|41.39\|707703;2026-04-23\|48.50\|6.52\|48.10\|50.07\|47.20\|2308499;2026-04-24\|49.01\|1.05\|48.50\|51.00\|47.55\|1957770;2026-04-27\|48.52\|-1.00\|49.91\|50.40\|47.28\|1394350;2026-04-28\|44.85\|-7.56\|48.60\|49.35\|44.53\|1984598;2026-04-29\|43.32\|-3.41\|44.61\|45.05\|42.78\|1670887;2026-04-30\|42.41\|-2.10\|43.84\|44.22\|41.80\|1202231;2026-05-06\|43.68\|2.99\|43.31\|44.78\|43.04\|1476186;2026-05-07\|47.52\|8.79\|44.72\|48.05\|43.41\|2266602;2026-05-08\|49.94\|5.09\|46.09\|50.49\|45.92\|2087162;2026-05-11\|51.40\|2.92\|50.58\|52.50\|48.93\|1864012;2026-05-12\|52.32\|1.79\|51.63\|55.99\|51.60\|1917080;2026-05-13\|51.83\|-0.94\|51.43\|52.88\|50.76\|1358830;2026-05-14\|53.99\|4.17\|52.85\|56.39\|52.26\|1903822;2026-05-15\|51.50\|-4.61\|53.99\|55.51\|49.70\|1583050;2026-05-18\|51.55\|0.10\|50.47\|52.54\|50.47\|1125158;2026-05-19\|50.47\|-2.10\|50.70\|50.97\|47.93\|1121210;2026-05-20\|50.63\|0.32\|50.55\|51.48\|48.81\|1056496;2026-05-21\|46.29\|-8.57\|51.36\|51.36\|45.88\|1410460;2026-05-22\|47.31\|2.20\|47.22\|47.75\|46.50\|895414;2026-05-25\|47.20\|-0.23\|47.08\|47.31\|45.93\|1071397;2026-05-26\|46.28\|-1.95\|46.66\|46.80\|42.60\|1890227;2026-05-27\|48.50\|4.80\|45.36\|49.88\|45.28\|1960929;2026-05-28\|48.53\|0.06\|47.60\|48.78\|45.89\|1454098;2026-05-29\|47.81\|-1.48\|48.80\|50.47\|46.42\|1880512;2026-06-01\|45.11\|-5.65\|46.93\|49.38\|45.01\|1239762;2026-06-02\|49.62\|10.00\|45.11\|49.62\|45.11\|1895285;2026-06-03\|51.92\|4.64\|51.00\|54.58\|50.77\|2287955;2026-06-04\|54.29\|4.56\|51.00\|54.95\|51.00\|1476736;2026-06-05\|55.42\|2.08\|54.10\|59.72\|54.10\|2102307;2026-06-08\|53.00\|-4.37\|51.99\|56.80\|51.87\|1612508;2026-06-09\|56.90\|7.36\|54.41\|57.16\|53.23\|1564631;2026-06-10\|52.30\|-8.08\|55.70\|56.48\|51.61\|1286613;2026-06-11\|52.33\|0.06\|51.49\|55.26\|50.87\|1246010;2026-06-12\|51.30\|-1.97\|54.02\|54.18\|50.60\|1305729;2026-06-15\|53.53\|4.35\|52.29\|54.00\|49.10\|1205280;2026-06-16\|58.88\|9.99\|53.93\|58.88\|53.09\|1369957;2026-06-17\|63.09\|7.17\|59.25\|64.69\|58.99\|1831260;2026-06-18\|62.12\|-1.54\|61.83\|64.35\|61.38\|1263933;2026-06-22\|63.70\|2.54\|63.48\|65.36\|60.99\|1463995;2026-06-23\|62.49\|-1.90\|63.70\|66.66\|61.53\|1394260;2026-06-24\|68.74\|10.00\|61.01\|68.74\|61.01\|1563121;2026-06-25\|72.96\|6.14\|70.50\|73.97\|68.10\|1319762;2026-06-26\|65.71\|-9.94\|72.81\|73.90\|65.66\|1524525;2026-06-29\|63.10\|-3.97\|66.76\|67.38\|59.99\|1278470;2026-06-30\|67.48\|6.94\|63.81\|67.90\|61.96\|1071333;2026-07-01\|62.46\|-7.44\|67.50\|67.50\|61.00\|1167856;2026-07-02\|56.21\|-10.01\|59.01\|59.97\|56.21\|956424;2026-07-03\|54.53\|-2.99\|55.61\|57.56\|54.50\|963024;2026-07-06\|50.05\|-8.22\|57.50\|57.50\|49.12\|1564924;2026-07-07\|49.05\|-2.00\|49.06\|50.67\|46.73\|1399780;2026-07-08\|47.58\|-3.00\|49.25\|50.18\|47.31\|947280;2026-07-09\|50.66\|6.47\|48.98\|50.74\|45.50\|1399694;2026-07-10\|49.04\|-3.20\|50.75\|53.33\|49.00\|1391386;2026-07-13\|44.94\|-8.36\|47.43\|48.81\|44.55\|1162847;2026-07-14\|45.17\|0.51\|45.13\|45.38\|45.13\|9710
112506	英伟达股价大涨	超级电容+间接投资光纤公司+储能电站行业原因：摩根士丹利对英伟达下一代Rubin机架进行了BOM拆解，MLCC方面，摩根士丹利估算VR200每机架MLCC内容价值约为4320美元，较GB300的约1530美元增长约182%。报告指出，高端AI服务器MLCC需求目前已呈现强劲态势，各ODM正积极抢备库存，以应对Rubin机架从2026年下半年起的量产爬坡。公司原因： 1、据2026年4月28日年报，公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，已构建“核心材料－关键器件－储能系统－消防安全”全链条生产体系，并交付多个百兆瓦时级电网侧储能标杆项目。 2、据2026年3月3日公告，公司拟在广东投建200MW/400MWh独立储能电站，总投资约5亿元，建设周期6个月，是公司向“设备+运营”双轮驱动模式转型升级的关键举措。 3、据2023年2月10日互动，公司持有智芯一号99%的股权，已投资苏州易缆微半导体技术有限公司（公司创新的硅光子异质集成产品开发平台具有完全的自主知识产权，是解决人工智能时代数据中心1.6T和3.2T高性能光模块的最优解决方案之一；同时公司的无源产品线（常规和特种），光纤阵列和耦合光器件等，目前已经形成批量生产，客户遍及国内及欧美地区）。	1、公司主营储能系统设备、混合储能系列、超级电容炭及储能消防装置，开发新型号产品(如3000F低内阻超级电容器)保持技术领先； 2、公司通过智芯一号股权基金（持股99%）间接投资了苏州易缆微半导体技术有限公司；易缆微半导体是一家光纤通信产品研发生产商，致力于光纤通信系统、光网络系统、光电传感系统、物联网系统技术研究和试验发展及进出口业务	2026-03-04\|14.90\|-0.67\|14.50\|15.00\|14.25\|94931;2026-03-05\|15.18\|1.88\|15.10\|15.30\|14.95\|76557;2026-03-06\|15.30\|0.79\|15.10\|15.46\|15.00\|60662;2026-03-09\|15.51\|1.37\|15.00\|15.58\|14.94\|92409;2026-03-10\|15.59\|0.52\|15.56\|15.62\|15.32\|75157;2026-03-11\|15.67\|0.51\|15.51\|16.08\|15.47\|123937;2026-03-12\|17.24\|10.02\|15.70\|17.24\|15.66\|113964;2026-03-13\|16.54\|-4.06\|17.58\|17.88\|16.40\|260420;2026-03-16\|16.62\|0.48\|16.54\|17.04\|16.45\|151228;2026-03-17\|15.95\|-4.03\|16.50\|16.54\|15.90\|132539;2026-03-18\|15.54\|-2.57\|16.17\|16.18\|15.25\|105737;2026-03-19\|15.84\|1.93\|15.73\|16.98\|15.34\|173707;2026-03-20\|15.35\|-3.09\|15.99\|16.35\|15.34\|110858;2026-03-23\|14.44\|-5.93\|15.08\|15.58\|14.30\|103939;2026-03-24\|15.03\|4.09\|15.01\|15.25\|14.60\|84360;2026-03-25\|15.06\|0.20\|15.08\|15.60\|14.96\|64112;2026-03-26\|14.27\|-5.25\|14.91\|14.96\|14.24\|67268;2026-03-27\|14.56\|2.03\|14.04\|14.87\|14.04\|63788;2026-03-30\|14.28\|-1.92\|14.55\|14.56\|14.20\|46282;2026-03-31\|14.14\|-0.98\|14.27\|14.38\|13.90\|47215;2026-04-01\|14.55\|2.90\|14.42\|14.55\|14.18\|48151;2026-04-02\|14.46\|-0.62\|14.56\|15.00\|14.25\|64321;2026-04-03\|13.96\|-3.46\|14.43\|14.68\|13.91\|38331;2026-04-07\|14.40\|3.15\|13.93\|14.50\|13.93\|40967;2026-04-08\|14.81\|2.85\|14.69\|14.82\|14.48\|36321;2026-04-09\|14.53\|-1.89\|14.88\|14.88\|14.46\|25617;2026-04-10\|14.90\|2.55\|14.59\|15.56\|14.50\|71103;2026-04-13\|14.98\|0.54\|14.70\|15.07\|14.50\|46589;2026-04-14\|15.66\|4.54\|15.21\|16.45\|15.15\|140051;2026-04-15\|14.91\|-4.79\|15.59\|15.59\|14.86\|94369;2026-04-16\|14.93\|0.13\|14.87\|15.21\|14.70\|58493;2026-04-17\|15.66\|4.89\|14.69\|15.97\|14.47\|126405;2026-04-20\|16.15\|3.13\|15.64\|16.80\|15.31\|146660;2026-04-21\|16.30\|0.93\|15.90\|16.57\|15.81\|93982;2026-04-22\|16.53\|1.41\|16.14\|16.64\|16.01\|82212;2026-04-23\|16.22\|-1.88\|16.40\|16.49\|16.00\|75604;2026-04-24\|15.29\|-5.73\|16.11\|16.11\|14.72\|121244;2026-04-27\|15.17\|-0.78\|15.15\|15.54\|14.93\|100977;2026-04-28\|14.88\|-1.91\|15.06\|15.46\|14.70\|71263;2026-04-29\|14.92\|0.27\|14.61\|15.23\|14.58\|55616;2026-04-30\|14.94\|0.13\|14.77\|15.20\|14.77\|37287;2026-05-06\|15.17\|1.54\|14.99\|15.43\|14.95\|42065;2026-05-07\|16.69\|10.02\|15.18\|16.69\|15.18\|53797;2026-05-08\|16.71\|0.12\|16.66\|16.80\|16.22\|175609;2026-05-11\|16.53\|-1.08\|16.79\|17.15\|16.42\|119935;2026-05-12\|17.01\|2.90\|16.70\|17.74\|16.50\|143197;2026-05-13\|17.09\|0.47\|16.96\|17.31\|16.83\|120143;2026-05-14\|16.87\|-1.29\|17.20\|17.39\|16.84\|126841;2026-05-15\|16.71\|-0.95\|16.75\|17.13\|16.53\|87481;2026-05-18\|17.19\|2.87\|16.68\|17.33\|15.98\|153119;2026-05-19\|16.99\|-1.16\|17.11\|17.26\|16.80\|100284;2026-05-20\|16.73\|-1.53\|17.00\|17.01\|16.52\|50792;2026-05-21\|15.57\|-6.93\|16.73\|16.77\|15.47\|83161;2026-05-22\|16.03\|2.95\|15.51\|16.15\|15.47\|60369;2026-05-25\|17.63\|9.98\|16.07\|17.63\|16.07\|79145;2026-05-26\|16.65\|-5.56\|17.24\|17.39\|16.57\|155268;2026-05-27\|15.90\|-4.50\|16.49\|17.10\|15.82\|109402;2026-05-28\|17.49\|10.00\|16.20\|17.49\|15.75\|127783;2026-05-29\|17.64\|0.86\|17.98\|18.88\|17.54\|339210;2026-06-01\|19.40\|9.98\|17.16\|19.40\|17.01\|279012;2026-06-02\|21.34\|10.00\|19.21\|21.34\|18.01\|367007;2026-06-03\|22.54\|5.62\|22.08\|23.47\|21.36\|377560;2026-06-04\|24.79\|9.98\|21.41\|24.79\|21.22\|293889;2026-06-05\|22.31\|-10.00\|23.25\|24.28\|22.31\|157037;2026-06-08\|20.08\|-10.00\|20.08\|20.08\|20.08\|27469;2026-06-09\|18.08\|-9.96\|18.81\|19.50\|18.07\|370052;2026-06-10\|16.27\|-10.01\|17.30\|17.37\|16.27\|241817;2026-06-11\|16.20\|-0.43\|15.76\|16.96\|15.76\|224465;2026-06-12\|15.75\|-2.78\|16.20\|16.47\|15.70\|175389;2026-06-15\|16.33\|3.68\|15.95\|16.79\|15.80\|178496;2026-06-16\|16.91\|3.55\|16.48\|17.15\|16.20\|160436;2026-06-17\|16.17\|-4.38\|16.71\|16.97\|16.08\|149554;2026-06-18\|16.10\|-0.43\|16.00\|16.34\|15.90\|82837;2026-06-22\|15.81\|-1.80\|15.95\|16.35\|15.34\|109308;2026-06-23\|15.83\|0.13\|15.66\|16.26\|15.47\|79840;2026-06-24\|15.00\|-5.24\|15.84\|15.84\|14.63\|114060;2026-06-25\|14.71\|-1.93\|15.00\|16.10\|14.64\|103896;2026-06-26\|13.98\|-4.96\|14.41\|14.54\|13.90\|86453;2026-06-29\|13.58\|-2.86\|14.00\|14.14\|13.41\|70727;2026-06-30\|13.36\|-1.62\|13.50\|13.64\|13.30\|57418;2026-07-01\|13.35\|-0.07\|13.32\|13.67\|13.27\|58781;2026-07-02\|13.43\|0.60\|13.35\|13.83\|13.23\|69676;2026-07-03\|13.71\|2.08\|13.38\|13.94\|13.30\|68923;2026-07-06\|13.49\|-1.60\|13.77\|14.43\|13.46\|94047;2026-07-07\|14.84\|10.01\|13.59\|14.84\|13.59\|60303;2026-07-08\|16.32\|9.97\|14.70\|16.32\|13.86\|267782;2026-07-09\|15.80\|-3.19\|16.43\|17.12\|14.69\|317567;2026-07-10\|14.51\|-8.16\|14.93\|15.25\|14.22\|222171;2026-07-13\|13.06\|-9.99\|14.38\|14.38\|13.06\|130441;2026-07-14\|12.20\|-6.58\|12.14\|12.46\|12.14\|4312
112505	英伟达股价大涨	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。	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	2026-03-04\|5.70\|0.53\|5.61\|5.75\|5.55\|191194;2026-03-05\|5.77\|1.23\|5.75\|5.86\|5.72\|170929;2026-03-06\|5.79\|0.35\|5.74\|5.83\|5.70\|153464;2026-03-09\|5.85\|1.04\|5.74\|5.90\|5.63\|326500;2026-03-10\|6.10\|4.27\|5.82\|6.19\|5.82\|542182;2026-03-11\|6.35\|4.10\|6.09\|6.47\|6.02\|864188;2026-03-12\|6.34\|-0.16\|6.39\|6.43\|6.19\|414833;2026-03-13\|6.21\|-2.05\|6.30\|6.39\|6.20\|268090;2026-03-16\|6.08\|-2.09\|6.21\|6.22\|6.01\|277721;2026-03-17\|5.89\|-3.12\|6.08\|6.10\|5.86\|280156;2026-03-18\|5.93\|0.68\|5.91\|5.96\|5.85\|166556;2026-03-19\|5.91\|-0.34\|5.86\|6.00\|5.84\|228495;2026-03-20\|5.90\|-0.17\|5.95\|6.14\|5.90\|244399;2026-03-23\|5.68\|-3.73\|5.78\|5.90\|5.52\|330608;2026-03-24\|5.72\|0.70\|5.76\|5.80\|5.59\|153345;2026-03-25\|5.83\|1.92\|5.74\|5.97\|5.73\|182471;2026-03-26\|5.74\|-1.54\|5.81\|5.86\|5.60\|156240;2026-03-27\|5.79\|0.87\|5.65\|5.82\|5.65\|129054;2026-03-30\|5.65\|-2.42\|5.72\|5.76\|5.57\|202473;2026-03-31\|5.55\|-1.77\|5.67\|5.73\|5.55\|138373;2026-04-01\|5.65\|1.80\|5.63\|5.77\|5.60\|177534;2026-04-02\|5.53\|-2.12\|5.64\|5.71\|5.52\|184805;2026-04-03\|5.38\|-2.71\|5.55\|5.56\|5.37\|159243;2026-04-07\|5.59\|3.90\|5.37\|5.65\|5.37\|228608;2026-04-08\|5.74\|2.68\|5.69\|5.82\|5.68\|269553;2026-04-09\|5.61\|-2.26\|5.70\|5.74\|5.55\|225627;2026-04-10\|5.67\|1.07\|5.70\|5.74\|5.63\|160015;2026-04-13\|6.24\|10.05\|5.65\|6.24\|5.62\|1019481;2026-04-14\|6.03\|-3.37\|6.17\|6.24\|5.94\|1042261;2026-04-15\|5.90\|-2.16\|6.00\|6.02\|5.88\|484660;2026-04-16\|5.92\|0.34\|5.93\|6.05\|5.83\|473152;2026-04-17\|6.40\|8.11\|5.92\|6.50\|5.89\|1341864;2026-04-20\|6.39\|-0.16\|6.40\|6.45\|6.10\|945043;2026-04-21\|6.39\|0.00\|6.38\|6.42\|6.22\|528372;2026-04-22\|6.56\|2.66\|6.40\|6.78\|6.35\|984341;2026-04-23\|6.57\|0.15\|6.44\|6.85\|6.43\|984114;2026-04-24\|6.37\|-3.04\|6.57\|6.60\|6.31\|621821;2026-04-27\|6.21\|-2.51\|6.37\|6.79\|6.15\|601986;2026-04-28\|6.15\|-0.97\|6.15\|6.23\|6.04\|401112;2026-04-29\|6.32\|2.76\|6.08\|6.36\|5.96\|650324;2026-04-30\|6.52\|3.16\|6.25\|6.54\|6.07\|982732;2026-05-06\|7.10\|8.90\|6.49\|7.16\|6.48\|1468602;2026-05-07\|7.56\|6.48\|7.31\|7.70\|7.25\|1475887;2026-05-08\|7.46\|-1.32\|7.51\|7.63\|7.32\|921044;2026-05-11\|7.60\|1.88\|7.42\|7.80\|7.40\|948795;2026-05-12\|7.24\|-4.74\|7.60\|7.65\|7.16\|866515;2026-05-13\|7.15\|-1.24\|7.20\|7.28\|7.01\|658133;2026-05-14\|7.10\|-0.70\|7.20\|7.37\|7.04\|727933;2026-05-15\|6.80\|-4.23\|7.14\|7.20\|6.72\|787270;2026-05-18\|7.48\|10.00\|7.21\|7.48\|6.80\|1528760;2026-05-19\|7.70\|2.94\|7.61\|8.10\|7.61\|1764695;2026-05-20\|7.41\|-3.77\|7.71\|7.75\|7.37\|909322;2026-05-21\|6.85\|-7.56\|7.41\|7.47\|6.74\|1050818;2026-05-22\|6.93\|1.17\|6.87\|7.15\|6.85\|680754;2026-05-25\|7.00\|1.01\|6.89\|7.00\|6.64\|643361;2026-05-26\|6.68\|-4.57\|6.89\|7.00\|6.55\|602550;2026-05-27\|6.49\|-2.84\|6.67\|6.87\|6.29\|605284;2026-05-28\|6.39\|-1.54\|6.40\|6.50\|6.25\|532795;2026-05-29\|6.16\|-3.60\|6.47\|6.57\|6.08\|526041;2026-06-01\|6.24\|1.30\|6.10\|6.30\|5.98\|421101;2026-06-02\|6.85\|9.95\|6.22\|6.85\|6.04\|981812;2026-06-03\|6.96\|1.61\|6.84\|7.17\|6.70\|1211272;2026-06-04\|6.92\|-0.57\|6.94\|7.05\|6.75\|680438;2026-06-05\|6.68\|-3.47\|7.10\|7.10\|6.58\|733991;2026-06-08\|6.69\|0.15\|6.40\|6.90\|6.37\|669104;2026-06-09\|7.36\|10.01\|6.82\|7.36\|6.82\|843410;2026-06-10\|7.42\|0.82\|7.51\|7.84\|7.33\|1541618;2026-06-11\|7.53\|1.48\|7.43\|7.69\|7.34\|733656;2026-06-12\|7.53\|0.00\|7.73\|7.83\|7.29\|683797;2026-06-15\|8.28\|9.96\|8.09\|8.28\|7.57\|1245754;2026-06-16\|9.11\|10.02\|8.82\|9.11\|8.50\|669384;2026-06-17\|9.47\|3.95\|8.99\|9.84\|8.85\|2505059;2026-06-18\|9.63\|1.69\|9.01\|9.68\|9.01\|1243495;2026-06-22\|10.22\|6.13\|9.60\|10.50\|9.45\|1416462;2026-06-23\|10.34\|1.17\|10.16\|10.94\|10.00\|1065585;2026-06-24\|10.61\|2.61\|10.44\|10.70\|10.25\|818070;2026-06-25\|11.60\|9.33\|10.91\|11.67\|10.63\|1426995;2026-06-26\|10.98\|-5.34\|11.58\|11.65\|10.75\|1261674;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\|8.10\|1.25\|8.00\|8.16\|7.90\|13508
112504	英伟达股价大涨	涨停揭秘：光通信核心标的，受益光纤价格暴涨与全光网络加速建设；涨停缘由：央视报道光纤价格暴涨650%；工信部推动全光交换技术向产业园区用户侧延伸；英伟达20亿美元投资Marvell强化光互联生态；ADSS/OPGW光缆在电力、通信双网改造中持续中标；资金逻辑：4月2-20日累计7次登龙虎榜，深股通席位4月增持超500万股，量化资金高频交易活跃，反映对光通信硬件紧缺逻辑的强共识；风险提示：公司营收规模偏小，抗风险能力较弱，光纤涨价红利传导至利润端需观察成本管控与订单执行节奏	公司光纤、光缆及相关产品业务主要包括研发生产销售ADSS、OPGW特种光缆、预制光缆、气吹微缆、非金属光缆等	2026-03-04\|15.48\|1.84\|15.00\|15.88\|14.85\|100885;2026-03-05\|15.61\|0.84\|15.67\|15.84\|15.50\|73235;2026-03-06\|15.89\|1.79\|15.49\|16.08\|15.41\|75488;2026-03-09\|15.70\|-1.20\|15.63\|15.88\|15.18\|82932;2026-03-10\|16.68\|6.24\|15.80\|16.88\|15.80\|122869;2026-03-11\|16.29\|-2.34\|16.60\|17.00\|16.09\|180088;2026-03-12\|15.82\|-2.89\|16.19\|16.49\|15.71\|90285;2026-03-13\|15.82\|0.00\|15.62\|16.32\|15.58\|89554;2026-03-16\|15.75\|-0.44\|15.70\|15.96\|15.38\|64972;2026-03-17\|14.99\|-4.83\|15.80\|15.85\|14.94\|80394;2026-03-18\|15.38\|2.60\|15.13\|15.42\|14.91\|64063;2026-03-19\|14.95\|-2.80\|15.21\|15.41\|14.82\|73011;2026-03-20\|14.77\|-1.20\|15.22\|15.99\|14.71\|110229;2026-03-23\|13.69\|-7.31\|14.48\|14.58\|13.56\|105943;2026-03-24\|14.48\|5.77\|14.00\|14.49\|13.68\|86037;2026-03-25\|15.05\|3.94\|14.61\|15.37\|14.61\|91259;2026-03-26\|14.80\|-1.66\|15.01\|15.25\|14.57\|61337;2026-03-27\|15.02\|1.49\|14.67\|15.13\|14.55\|60297;2026-03-30\|15.74\|4.79\|14.76\|15.78\|14.63\|108487;2026-03-31\|15.47\|-1.72\|15.71\|15.77\|15.08\|86285;2026-04-01\|15.59\|0.78\|15.85\|15.93\|15.37\|72914;2026-04-02\|17.15\|10.01\|15.59\|17.15\|15.59\|134934;2026-04-03\|18.87\|10.03\|18.87\|18.87\|18.87\|41783;2026-04-07\|20.76\|10.02\|20.76\|20.76\|20.76\|18108;2026-04-08\|22.84\|10.02\|22.84\|22.84\|22.84\|38031;2026-04-09\|25.12\|9.98\|25.00\|25.12\|24.25\|535423;2026-04-10\|22.61\|-9.99\|24.60\|24.61\|22.61\|246609;2026-04-13\|21.60\|-4.47\|20.35\|22.48\|20.35\|694274;2026-04-14\|23.19\|7.36\|20.63\|23.76\|20.48\|790037;2026-04-15\|21.80\|-5.99\|22.72\|23.09\|21.33\|533029;2026-04-16\|21.15\|-2.98\|21.33\|21.79\|19.84\|466838;2026-04-17\|19.40\|-8.27\|21.06\|21.26\|19.20\|492813;2026-04-20\|21.34\|10.00\|19.41\|21.34\|19.41\|436325;2026-04-21\|20.45\|-4.17\|21.04\|21.13\|19.80\|351335;2026-04-22\|20.69\|1.17\|20.54\|21.17\|20.28\|418762;2026-04-23\|19.14\|-7.49\|20.30\|20.38\|18.94\|355686;2026-04-24\|18.42\|-3.76\|18.94\|19.13\|18.18\|236967;2026-04-27\|18.82\|2.17\|18.43\|18.94\|18.32\|209981;2026-04-28\|18.03\|-4.20\|18.02\|18.47\|17.80\|174252;2026-04-29\|18.01\|-0.11\|17.88\|18.36\|17.72\|125761;2026-04-30\|17.71\|-1.67\|18.00\|18.08\|17.38\|111588;2026-05-06\|18.28\|3.22\|17.95\|18.48\|17.93\|149942;2026-05-07\|19.44\|6.35\|18.80\|19.72\|18.42\|322125;2026-05-08\|19.89\|2.31\|18.99\|19.99\|18.80\|323463;2026-05-11\|19.32\|-2.87\|20.08\|20.11\|18.90\|244118;2026-05-12\|19.19\|-0.67\|19.50\|19.81\|19.01\|207091;2026-05-13\|20.00\|4.22\|18.90\|20.70\|18.86\|314130;2026-05-14\|18.97\|-5.15\|19.71\|20.01\|18.92\|221203;2026-05-15\|18.17\|-4.22\|18.87\|19.18\|18.01\|177877;2026-05-18\|18.70\|2.92\|18.17\|18.89\|18.17\|126583;2026-05-19\|20.57\|10.00\|19.07\|20.57\|19.03\|183003;2026-05-20\|19.98\|-2.87\|20.06\|20.45\|19.82\|314875;2026-05-21\|17.98\|-10.01\|19.68\|19.79\|17.98\|245615;2026-05-22\|17.62\|-2.00\|17.66\|17.73\|16.91\|182839;2026-05-25\|17.99\|2.10\|17.62\|18.14\|17.02\|167057;2026-05-26\|17.74\|-1.39\|17.92\|19.20\|17.52\|182367;2026-05-27\|17.07\|-3.78\|17.63\|18.10\|16.90\|135463;2026-05-28\|17.38\|1.82\|16.93\|17.44\|16.77\|102816;2026-05-29\|16.91\|-2.70\|17.34\|17.67\|16.86\|106967;2026-06-01\|15.22\|-9.99\|15.22\|15.22\|15.22\|24193;2026-06-02\|16.74\|9.99\|14.50\|16.74\|14.50\|216700;2026-06-03\|16.55\|-1.14\|16.72\|17.20\|16.41\|231427;2026-06-04\|16.61\|0.36\|16.58\|17.80\|16.58\|175596;2026-06-05\|16.31\|-1.81\|16.90\|17.10\|16.29\|141225;2026-06-08\|15.60\|-4.35\|16.00\|16.39\|15.46\|113718;2026-06-09\|15.71\|0.71\|15.92\|16.08\|15.32\|92810;2026-06-10\|14.96\|-4.77\|15.45\|15.61\|14.80\|87537;2026-06-11\|14.59\|-2.47\|14.96\|15.28\|14.32\|82268;2026-06-12\|14.42\|-1.17\|14.90\|14.90\|14.37\|73613;2026-06-15\|15.23\|5.62\|14.80\|15.23\|14.51\|89506;2026-06-16\|15.77\|3.55\|15.25\|15.86\|14.86\|113840;2026-06-17\|15.49\|-1.78\|15.41\|15.70\|15.28\|81012;2026-06-18\|15.26\|-1.48\|15.50\|15.63\|15.14\|74294;2026-06-22\|15.26\|0.00\|15.58\|15.68\|14.80\|85401;2026-06-23\|15.28\|0.13\|15.10\|15.80\|15.00\|90123;2026-06-24\|14.86\|-2.75\|15.00\|15.54\|14.51\|81605;2026-06-25\|14.39\|-3.16\|14.95\|15.20\|14.26\|91991;2026-06-26\|13.47\|-6.39\|14.22\|14.28\|13.37\|87332;2026-06-29\|12.97\|-3.71\|13.34\|13.52\|12.56\|105996;2026-06-30\|13.21\|1.85\|12.89\|13.37\|12.81\|68800;2026-07-01\|13.23\|0.15\|13.37\|13.41\|12.89\|77811;2026-07-02\|13.24\|0.08\|13.07\|13.85\|12.97\|91025;2026-07-03\|13.27\|0.23\|13.24\|13.48\|13.16\|58359;2026-07-06\|12.85\|-3.17\|13.33\|13.66\|12.67\|65865;2026-07-07\|12.19\|-5.14\|12.79\|12.87\|12.00\|71512;2026-07-08\|12.20\|0.08\|12.20\|12.43\|11.77\|65341;2026-07-09\|12.56\|2.95\|12.12\|12.56\|11.78\|83629;2026-07-10\|12.28\|-2.23\|12.46\|12.73\|12.23\|72194;2026-07-13\|11.43\|-6.92\|12.19\|12.39\|11.41\|56183;2026-07-14\|11.50\|0.61\|11.56\|11.56\|11.46\|341
112503	英伟达股价大涨	涨停揭秘：公司拟定增20亿元加码AIDC光纤预制棒项目，人形机器人专用高柔韧性线缆已用于优必选并送样智元机器人，切入AI算力与具身智能双赛道；涨停缘由：一季报净利润同比增长110.36%；央视报道光纤价格暴涨650%强化材料端逻辑；2026太空算力大会推动算力基建加速；人形机器人量产在即，线缆需求放量可期；资金逻辑：主力资金连续多日净流入，机构调研密集，大宗交易溢价成交频现，显示产业资本高度认可；风险提示：定增尚未获批，项目落地存在不确定性；人形机器人线缆订单尚未落地，收入贡献滞后；原材料价格波动影响毛利	1、公司一季报净利润同比增长110.36%，拟定增募资不超20亿元加码AIDC光纤预制棒项目； 2、公司为环首都太行山能源信息技术产业基地项目、“全国一体化算力网络”和林格尔数据中心集群绿色能源供给示范项目、阿里巴巴张北云计算数据中心工程等提供高效、节能、安全、环保的创新解决方案； 3、公司人形机器人线缆已应用于优必选产品，并送样智元机器人，采用高柔韧性材料，具备抗弯折和扭转性能	2026-03-04\|12.92\|-4.23\|13.03\|13.67\|12.80\|989723;2026-03-05\|13.46\|4.18\|13.36\|13.93\|13.36\|999707;2026-03-06\|13.39\|-0.52\|13.28\|14.03\|13.16\|895955;2026-03-09\|13.45\|0.45\|13.20\|13.55\|12.98\|673980;2026-03-10\|13.76\|2.30\|13.60\|13.84\|13.44\|747003;2026-03-11\|14.56\|5.81\|14.06\|14.84\|13.93\|1202448;2026-03-12\|13.58\|-6.73\|14.37\|14.42\|13.56\|974128;2026-03-13\|13.38\|-1.47\|13.50\|13.80\|13.33\|511142;2026-03-16\|13.30\|-0.60\|13.25\|13.49\|12.50\|651822;2026-03-17\|12.57\|-5.49\|13.45\|13.53\|12.47\|558891;2026-03-18\|12.62\|0.40\|12.48\|12.73\|12.15\|506721;2026-03-19\|12.46\|-1.27\|12.30\|12.83\|12.28\|437430;2026-03-20\|12.62\|1.28\|12.58\|13.18\|12.58\|653877;2026-03-23\|12.10\|-4.12\|12.49\|12.88\|11.94\|596603;2026-03-24\|12.77\|5.54\|12.39\|13.05\|11.95\|791780;2026-03-25\|13.24\|3.68\|13.37\|13.67\|13.06\|735406;2026-03-26\|13.64\|3.02\|13.45\|14.10\|13.25\|1164797;2026-03-27\|14.13\|3.59\|13.34\|14.45\|13.20\|1046780;2026-03-30\|14.33\|1.42\|13.80\|14.38\|13.60\|919182;2026-03-31\|13.48\|-5.93\|14.14\|14.20\|13.31\|830602;2026-04-01\|13.90\|3.12\|13.80\|14.16\|13.65\|635982;2026-04-02\|14.19\|2.09\|14.40\|14.63\|13.55\|965091;2026-04-03\|15.61\|10.01\|14.45\|15.61\|14.20\|1431020;2026-04-07\|14.39\|-7.82\|15.51\|15.64\|14.28\|1509478;2026-04-08\|15.83\|10.01\|14.65\|15.83\|14.63\|1346292;2026-04-09\|15.98\|0.95\|15.64\|16.25\|15.48\|1304652;2026-04-10\|15.60\|-2.38\|16.20\|16.36\|15.58\|1102979;2026-04-13\|15.22\|-2.44\|15.33\|15.58\|15.02\|846584;2026-04-14\|15.10\|-0.79\|15.41\|15.56\|14.93\|881498;2026-04-15\|15.38\|1.85\|15.17\|15.64\|15.05\|855336;2026-04-16\|14.37\|-6.57\|14.70\|14.70\|13.94\|1193724;2026-04-17\|14.70\|2.30\|14.30\|14.84\|14.23\|796114;2026-04-20\|15.51\|5.51\|15.02\|15.79\|14.87\|1165542;2026-04-21\|15.62\|0.71\|15.26\|15.64\|15.21\|652026;2026-04-22\|17.18\|9.99\|15.70\|17.18\|14.97\|2089376;2026-04-23\|16.52\|-3.84\|17.13\|17.23\|16.31\|1351341;2026-04-24\|16.22\|-1.82\|15.95\|17.10\|15.88\|1145634;2026-04-27\|17.24\|6.29\|16.19\|17.63\|15.84\|1239983;2026-04-28\|17.38\|0.81\|17.25\|17.89\|16.68\|1161424;2026-04-29\|17.40\|0.12\|17.37\|17.99\|16.66\|974327;2026-04-30\|16.99\|-2.36\|17.71\|17.75\|16.99\|754471;2026-05-06\|18.24\|7.36\|17.31\|18.66\|17.31\|1118822;2026-05-07\|19.57\|7.29\|18.80\|19.58\|18.51\|1141301;2026-05-08\|18.93\|-3.27\|19.06\|19.39\|18.91\|842125;2026-05-11\|20.82\|9.98\|19.39\|20.82\|19.39\|1235965;2026-05-12\|22.90\|9.99\|21.46\|22.90\|21.31\|671837;2026-05-13\|23.07\|0.74\|23.01\|23.50\|22.44\|1795199;2026-05-14\|21.63\|-6.24\|23.10\|23.45\|21.62\|1145118;2026-05-15\|21.63\|0.00\|21.63\|22.96\|20.70\|1343192;2026-05-18\|21.28\|-1.62\|21.32\|21.68\|20.90\|847740;2026-05-19\|21.50\|1.03\|21.30\|21.80\|20.56\|890449;2026-05-20\|22.15\|3.02\|21.45\|22.40\|20.88\|1059531;2026-05-21\|21.00\|-5.19\|22.59\|23.18\|20.90\|1097302;2026-05-22\|21.18\|0.86\|21.00\|21.72\|20.17\|1107418;2026-05-25\|21.00\|-0.85\|21.14\|21.21\|20.15\|905774;2026-05-26\|20.70\|-1.43\|20.98\|21.21\|19.50\|1065364;2026-05-27\|21.17\|2.27\|20.70\|21.97\|20.70\|973630;2026-05-28\|21.91\|3.50\|20.81\|22.27\|20.72\|1048905;2026-05-29\|24.10\|10.00\|22.37\|24.10\|22.37\|1341107;2026-06-01\|22.98\|-4.65\|24.00\|24.49\|22.98\|1224168;2026-06-02\|25.28\|10.01\|23.19\|25.28\|23.00\|1213752;2026-06-03\|26.90\|6.41\|25.90\|27.81\|25.48\|1907182;2026-06-04\|26.50\|-1.49\|26.50\|27.25\|26.08\|1282680;2026-06-05\|28.51\|7.58\|26.51\|29.15\|26.15\|1752854;2026-06-08\|27.45\|-3.72\|27.25\|29.08\|26.90\|1433405;2026-06-09\|29.62\|7.91\|28.07\|29.97\|27.30\|1343536;2026-06-10\|31.55\|6.52\|28.80\|31.86\|28.22\|1412412;2026-06-11\|29.50\|-6.50\|31.18\|33.55\|28.40\|1940569;2026-06-12\|32.43\|9.93\|29.90\|32.45\|29.00\|2425996;2026-06-15\|32.68\|0.77\|31.06\|33.32\|30.48\|1742590;2026-06-16\|34.00\|4.04\|32.31\|34.86\|32.01\|1598260;2026-06-17\|33.26\|-2.18\|33.30\|33.89\|32.49\|1190760;2026-06-18\|32.86\|-1.20\|33.27\|33.82\|31.59\|1070646;2026-06-22\|36.15\|10.01\|33.95\|36.15\|33.05\|1412153;2026-06-23\|36.08\|-0.19\|37.74\|38.50\|35.58\|1265568;2026-06-24\|37.77\|4.68\|35.73\|38.58\|35.73\|1089208;2026-06-25\|37.31\|-1.22\|38.00\|38.00\|36.22\|1090849;2026-06-26\|34.61\|-7.24\|37.31\|37.59\|33.93\|1176808;2026-06-29\|33.12\|-4.31\|34.26\|34.95\|31.20\|1167695;2026-06-30\|33.47\|1.06\|33.15\|34.10\|32.10\|934254;2026-07-01\|32.22\|-3.73\|34.45\|35.43\|31.60\|1150786;2026-07-02\|29.68\|-7.88\|30.60\|31.65\|29.58\|1047865;2026-07-03\|28.45\|-4.14\|29.60\|30.50\|28.45\|1089715;2026-07-06\|25.61\|-9.98\|28.44\|28.59\|25.61\|1649329;2026-07-07\|24.38\|-4.80\|26.01\|26.15\|23.99\|1054529;2026-07-08\|23.10\|-5.25\|24.80\|25.44\|23.06\|1027278;2026-07-09\|23.09\|-0.04\|23.40\|23.45\|21.40\|1342343;2026-07-10\|22.38\|-3.03\|23.50\|24.73\|22.25\|1220684;2026-07-13\|20.43\|-8.71\|22.05\|22.47\|20.36\|1024507;2026-07-14\|20.57\|0.69\|20.63\|20.69\|20.52\|5360
112502	英伟达股价大涨	涨停揭秘：全资子公司意华新能源光伏跟踪器全球市占率超30%，排名第一；光伏装机加速+美国ITC延期催化出口需求；HJT、TOPCon技术迭代带动跟踪支架渗透率提升；涨停缘由：全球光伏跟踪器出货量第一，深度绑定Nextracker等头部客户；2026年Q1海外订单饱满，Q2排产环比提升；受益于美国《通胀削减法案》补贴延续及欧洲能源转型提速；资金逻辑：资金博弈光伏设备出海主线，跟踪器作为高毛利细分赛道，具备业绩确定性与弹性，叠加低位估值吸引配置型资金回流；风险提示：海外贸易政策变动及汇率波动可能影响盈利稳定性，行业扩产或加剧价格竞争	国内少数实现高速连接器量产的企业之一；公司聚焦于5G、6G和光通讯模块的研发制造，具有完整自主知识产权的5GSFP、SFP+系列产品已陆续研发成功并通过关键客户各项性能测试	2026-03-04\|68.52\|5.74\|64.00\|71.28\|63.51\|282807;2026-03-05\|69.80\|1.87\|70.77\|71.28\|67.01\|270153;2026-03-06\|70.00\|0.29\|68.10\|70.50\|67.35\|180314;2026-03-09\|69.75\|-0.36\|66.70\|70.83\|63.40\|213886;2026-03-10\|75.19\|7.80\|71.17\|75.98\|70.68\|245085;2026-03-11\|71.56\|-4.83\|73.00\|76.20\|70.44\|281503;2026-03-12\|67.42\|-5.79\|70.70\|71.18\|66.42\|230305;2026-03-13\|64.87\|-3.78\|67.30\|67.57\|64.71\|132902;2026-03-16\|63.63\|-1.91\|64.84\|64.87\|61.61\|114135;2026-03-17\|61.50\|-3.35\|63.75\|64.15\|61.25\|102773;2026-03-18\|66.66\|8.39\|62.74\|67.50\|61.70\|175975;2026-03-19\|65.00\|-2.49\|64.84\|66.69\|64.60\|127674;2026-03-20\|64.57\|-0.66\|66.00\|67.56\|63.51\|141475;2026-03-23\|61.95\|-4.06\|62.00\|65.50\|61.45\|105417;2026-03-24\|62.02\|0.11\|63.01\|63.50\|58.69\|114978;2026-03-25\|62.14\|0.19\|63.00\|64.60\|61.87\|110973;2026-03-26\|58.52\|-5.83\|61.73\|61.83\|58.15\|127273;2026-03-27\|60.77\|3.84\|57.75\|60.83\|56.89\|110700;2026-03-30\|60.27\|-0.82\|58.46\|60.95\|57.80\|95688;2026-03-31\|58.23\|-3.38\|60.00\|60.90\|58.03\|70407;2026-04-01\|61.20\|5.10\|59.87\|61.95\|59.39\|122547;2026-04-02\|59.70\|-2.45\|60.81\|61.76\|59.22\|75492;2026-04-03\|61.37\|2.80\|60.38\|63.47\|59.72\|133407;2026-04-07\|61.46\|0.15\|61.73\|63.42\|61.15\|116168;2026-04-08\|64.61\|5.13\|63.60\|64.80\|63.00\|143097;2026-04-09\|66.85\|3.47\|63.52\|67.50\|63.46\|163512;2026-04-10\|66.00\|-1.27\|66.61\|66.98\|65.38\|126322;2026-04-13\|64.92\|-1.64\|64.50\|65.99\|64.19\|102028;2026-04-14\|65.83\|1.40\|65.99\|66.45\|64.73\|105332;2026-04-15\|66.30\|0.71\|66.13\|67.68\|65.12\|145909;2026-04-16\|66.34\|0.06\|66.29\|67.40\|65.58\|111180;2026-04-17\|67.19\|1.28\|66.51\|68.76\|66.51\|131228;2026-04-20\|67.29\|0.15\|68.98\|69.66\|66.54\|137248;2026-04-21\|66.70\|-0.88\|65.50\|67.00\|64.00\|121113;2026-04-22\|68.57\|2.80\|66.00\|68.94\|65.51\|143950;2026-04-23\|66.64\|-2.81\|68.20\|68.50\|65.90\|119328;2026-04-24\|68.41\|2.66\|66.70\|70.36\|64.45\|227356;2026-04-27\|66.74\|-2.44\|68.19\|68.87\|66.00\|144208;2026-04-28\|64.40\|-3.51\|66.48\|66.99\|64.00\|129888;2026-04-29\|58.49\|-9.18\|59.30\|60.20\|57.96\|227331;2026-04-30\|57.43\|-1.81\|58.49\|59.10\|56.64\|129270;2026-05-06\|59.54\|3.67\|59.01\|60.94\|59.01\|152574;2026-05-07\|63.96\|7.42\|59.46\|64.60\|58.70\|170025;2026-05-08\|63.24\|-1.13\|62.60\|64.36\|62.00\|104011;2026-05-11\|68.11\|7.70\|64.55\|69.50\|64.07\|236489;2026-05-12\|72.40\|6.30\|68.67\|74.92\|66.06\|322414;2026-05-13\|74.95\|3.52\|72.50\|76.39\|72.28\|242319;2026-05-14\|70.01\|-6.59\|74.39\|74.39\|69.90\|179432;2026-05-15\|68.10\|-2.73\|71.28\|71.89\|67.35\|139392;2026-05-18\|67.80\|-0.44\|68.72\|71.27\|67.16\|143844;2026-05-19\|73.49\|8.39\|68.00\|74.48\|65.22\|252355;2026-05-20\|70.84\|-3.61\|72.94\|73.06\|69.90\|161907;2026-05-21\|65.56\|-7.45\|71.13\|72.08\|65.30\|166812;2026-05-22\|72.12\|10.01\|66.56\|72.12\|65.20\|209636;2026-05-25\|79.33\|10.00\|75.00\|79.33\|74.26\|170506;2026-05-26\|81.30\|2.48\|84.08\|87.26\|80.33\|409191;2026-05-27\|79.99\|-1.61\|81.58\|83.00\|78.38\|260587;2026-05-28\|80.55\|0.70\|78.20\|83.82\|78.20\|190139;2026-05-29\|76.90\|-4.53\|81.01\|84.29\|75.57\|149150;2026-06-01\|80.18\|4.95\|77.66\|84.04\|76.96\|258682;2026-06-02\|88.20\|10.00\|82.40\|88.20\|82.28\|74528;2026-06-03\|91.20\|3.40\|95.08\|96.99\|88.22\|315863;2026-06-04\|96.15\|5.43\|88.75\|99.47\|85.88\|311983;2026-06-05\|91.45\|-4.89\|93.01\|98.27\|90.88\|222019;2026-06-08\|82.31\|-9.99\|87.11\|87.70\|82.31\|198064;2026-06-09\|85.26\|3.58\|82.36\|88.98\|80.64\|221360;2026-06-10\|84.80\|-0.54\|86.84\|88.88\|82.86\|144091;2026-06-11\|80.14\|-5.50\|83.40\|83.96\|78.80\|142261;2026-06-12\|78.98\|-1.45\|81.80\|85.56\|78.30\|148902;2026-06-15\|86.88\|10.00\|79.74\|86.88\|79.74\|115234;2026-06-16\|87.96\|1.24\|87.96\|88.48\|84.70\|183252;2026-06-17\|88.00\|0.05\|86.88\|88.34\|85.20\|143600;2026-06-18\|96.80\|10.00\|87.70\|96.80\|87.00\|130101;2026-06-22\|94.10\|-2.79\|101.60\|104.00\|92.00\|232105;2026-06-23\|84.69\|-10.00\|94.50\|95.15\|84.69\|198859;2026-06-24\|93.16\|10.00\|84.69\|93.16\|84.02\|210294;2026-06-25\|91.65\|-1.62\|93.00\|94.48\|89.60\|203160;2026-06-26\|84.50\|-7.80\|90.00\|91.00\|83.40\|158396;2026-06-29\|79.98\|-5.35\|84.52\|88.75\|78.66\|162478;2026-06-30\|87.98\|10.00\|81.50\|87.98\|80.00\|165423;2026-07-01\|82.68\|-6.02\|87.98\|90.50\|82.20\|182027;2026-07-02\|79.40\|-3.97\|80.00\|87.17\|78.95\|194802;2026-07-03\|77.70\|-2.14\|80.71\|82.35\|77.50\|152109;2026-07-06\|82.10\|5.66\|77.74\|85.47\|75.88\|247802;2026-07-07\|82.78\|0.83\|80.72\|86.75\|80.60\|235726;2026-07-08\|83.35\|0.69\|84.14\|88.00\|82.42\|215494;2026-07-09\|88.55\|6.24\|82.50\|89.32\|80.65\|234522;2026-07-10\|82.33\|-7.02\|88.51\|91.00\|82.33\|221879;2026-07-13\|80.73\|-1.94\|82.32\|89.00\|80.00\|226377;2026-07-14\|81.75\|1.26\|80.11\|82.51\|80.05\|3534
112501	英伟达股价大涨	光模块+人形机器人+高分子材料零部件供应商行业原因： 1、6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。 2、国泰海通5月22日研报指出，在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月26日及2026年3月9日互动易，公司的导热界面材料可用于机器人的关节部位，目前该领域相关业务已有人形机器人关节散热样品导入及小批量验证。 2、据2026年5月21日互动易，公司与华工科技旗下子公司华工正源在光模块领域保持合作，目前已批量供货；据2025年年度报告，公司针对光通信领域创新推出单组份后固化型导热凝胶，可大幅提升光模块核心元件的散热效率。 3、公司是一家高分子材料零部件供应商，主要为通信主设备厂商及其产业链上的其他通信设备厂商提供射频与透波防护器件、EMI及IP防护器件和电子导热散热器件等用于移动通信基站设备内、外部的零部件产品。	公司主营通信设备零部件，为5G应用开发的零部件产品拥有业内领先的性能，提供的产品包括射频与透波防护器件、 EMI及IP防护器件和电子导热散热器件等，可应用于光模块	2026-03-04\|34.80\|-0.43\|34.55\|35.38\|34.30\|21281;2026-03-05\|35.15\|1.01\|35.63\|36.28\|34.95\|21622;2026-03-06\|37.06\|5.43\|35.50\|38.29\|35.50\|57930;2026-03-09\|36.22\|-2.27\|36.35\|36.80\|35.12\|43495;2026-03-10\|38.08\|5.14\|36.69\|38.25\|36.69\|47668;2026-03-11\|38.25\|0.45\|38.00\|39.28\|37.89\|57763;2026-03-12\|37.10\|-3.01\|38.26\|38.30\|36.75\|32889;2026-03-13\|36.60\|-1.35\|36.99\|37.26\|36.20\|39283;2026-03-16\|38.78\|5.96\|36.30\|38.99\|35.90\|61954;2026-03-17\|37.30\|-3.82\|38.21\|38.53\|37.00\|54162;2026-03-18\|38.85\|4.16\|37.40\|39.34\|37.08\|82447;2026-03-19\|39.44\|1.52\|38.08\|40.73\|37.99\|105350;2026-03-20\|37.60\|-4.67\|40.23\|41.48\|37.56\|99725;2026-03-23\|35.07\|-6.73\|36.01\|36.58\|34.71\|68530;2026-03-24\|36.49\|4.05\|35.62\|36.70\|34.46\|53772;2026-03-25\|43.79\|20.01\|37.51\|43.79\|37.51\|77760;2026-03-26\|40.58\|-7.33\|42.58\|43.35\|40.39\|142184;2026-03-27\|41.62\|2.56\|40.02\|42.46\|39.62\|135397;2026-03-30\|41.37\|-0.60\|40.52\|41.50\|39.77\|85893;2026-03-31\|38.98\|-5.78\|40.50\|40.67\|38.88\|80516;2026-04-01\|40.00\|2.62\|39.99\|42.39\|39.66\|94212;2026-04-02\|38.69\|-3.27\|39.50\|40.80\|38.35\|69595;2026-04-03\|39.87\|3.05\|39.66\|42.78\|39.46\|92650;2026-04-07\|41.54\|4.19\|39.88\|41.67\|39.88\|103397;2026-04-08\|43.49\|4.69\|42.39\|43.57\|41.12\|125610;2026-04-09\|42.52\|-2.23\|42.48\|43.18\|41.95\|86759;2026-04-10\|45.00\|5.83\|42.97\|45.00\|42.26\|121361;2026-04-13\|46.59\|3.53\|44.25\|47.60\|43.89\|115344;2026-04-14\|48.50\|4.10\|45.76\|48.50\|44.58\|111082;2026-04-15\|44.50\|-8.25\|47.95\|47.95\|44.12\|101537;2026-04-16\|45.65\|2.58\|43.99\|47.80\|43.68\|94111;2026-04-17\|45.36\|-0.64\|45.00\|46.79\|44.88\|79903;2026-04-20\|47.12\|3.88\|45.12\|47.20\|44.98\|91427;2026-04-21\|46.02\|-2.33\|46.35\|46.97\|45.61\|58626;2026-04-22\|45.54\|-1.04\|45.74\|46.30\|44.71\|59937;2026-04-23\|42.57\|-6.52\|45.55\|45.55\|42.42\|77489;2026-04-24\|41.56\|-2.37\|42.46\|42.92\|41.29\|45756;2026-04-27\|42.20\|1.54\|41.80\|42.59\|41.31\|35984;2026-04-28\|40.20\|-4.74\|41.75\|41.88\|39.83\|41563;2026-04-29\|40.26\|0.15\|39.90\|40.73\|39.68\|29435;2026-04-30\|40.08\|-0.45\|40.30\|40.56\|39.46\|27052;2026-05-06\|41.74\|4.14\|40.96\|41.99\|40.71\|51224;2026-05-07\|42.69\|2.28\|41.89\|42.96\|41.39\|51221;2026-05-08\|42.93\|0.56\|42.01\|42.94\|41.81\|40751;2026-05-11\|43.40\|1.09\|43.14\|43.64\|42.51\|50891;2026-05-12\|44.86\|3.36\|43.20\|45.35\|43.20\|73034;2026-05-13\|44.47\|-0.87\|44.18\|44.90\|43.80\|50288;2026-05-14\|42.79\|-3.78\|44.70\|44.79\|42.79\|42661;2026-05-15\|43.01\|0.51\|43.04\|44.26\|42.52\|41918;2026-05-18\|42.43\|-1.35\|42.55\|42.92\|41.77\|33872;2026-05-19\|42.16\|-0.64\|41.84\|42.22\|40.79\|36113;2026-05-20\|42.90\|1.76\|41.63\|43.33\|40.96\|38520;2026-05-21\|44.30\|3.26\|42.86\|46.00\|42.70\|90848;2026-05-22\|47.01\|6.12\|44.75\|47.81\|44.60\|97424;2026-05-25\|46.50\|-1.08\|47.07\|47.80\|45.20\|70606;2026-05-26\|47.33\|1.78\|46.05\|51.00\|46.05\|92925;2026-05-27\|49.50\|4.58\|47.05\|50.95\|46.87\|109472;2026-05-28\|40.63\|3.44\|37.11\|40.80\|36.68\|108637;2026-05-29\|38.32\|-5.69\|39.95\|40.42\|38.05\|95092;2026-06-01\|37.40\|-2.40\|38.02\|39.00\|37.19\|64567;2026-06-02\|44.88\|20.00\|37.29\|44.88\|37.17\|170702;2026-06-03\|50.36\|12.21\|45.89\|50.98\|43.58\|234868;2026-06-04\|47.76\|-5.16\|46.91\|48.28\|45.80\|152935;2026-06-05\|47.08\|-1.42\|46.03\|49.67\|45.80\|131384;2026-06-08\|41.03\|-12.85\|43.89\|44.74\|40.00\|128652;2026-06-09\|42.58\|3.78\|41.05\|42.82\|39.88\|109072;2026-06-10\|40.01\|-6.04\|41.01\|41.05\|38.88\|92484;2026-06-11\|38.61\|-3.50\|39.24\|39.95\|37.85\|77768;2026-06-12\|38.20\|-1.06\|39.94\|40.94\|37.80\|84440;2026-06-15\|42.04\|10.05\|38.80\|42.15\|38.55\|92993;2026-06-16\|42.50\|1.09\|42.10\|42.75\|41.17\|95303;2026-06-17\|43.40\|2.12\|41.66\|43.40\|41.50\|85188;2026-06-18\|45.60\|5.07\|44.03\|47.95\|44.01\|125975;2026-06-22\|47.79\|4.80\|44.45\|47.79\|44.10\|120941;2026-06-23\|43.67\|-8.62\|46.93\|46.93\|42.80\|93045;2026-06-24\|43.47\|-0.46\|42.57\|44.35\|42.40\|68414;2026-06-25\|47.02\|8.17\|43.69\|47.48\|42.80\|106990;2026-06-26\|46.05\|-2.06\|45.98\|46.85\|43.88\|81124;2026-06-29\|50.04\|8.66\|45.79\|50.38\|44.73\|135914;2026-06-30\|51.59\|3.10\|48.91\|52.65\|47.42\|141198;2026-07-01\|51.16\|-0.83\|50.50\|51.56\|49.03\|101301;2026-07-02\|46.11\|-9.87\|48.98\|49.66\|45.00\|75210;2026-07-03\|42.80\|-7.18\|45.90\|46.83\|42.78\|69403;2026-07-06\|41.22\|-3.69\|43.66\|43.94\|40.18\|58052;2026-07-07\|42.39\|2.84\|41.04\|42.75\|40.45\|54385;2026-07-08\|38.00\|-10.36\|42.08\|42.08\|38.00\|59287;2026-07-09\|40.50\|6.58\|38.85\|40.83\|37.70\|57544;2026-07-10\|38.18\|-5.73\|40.12\|41.78\|38.17\|61772;2026-07-13\|33.66\|-11.84\|37.92\|37.92\|33.57\|57729;2026-07-14\|33.80\|0.42\|34.33\|34.50\|33.80\|514
112500	英伟达股价大涨	AI算力光纤+空芯光纤+业绩高增+富时中国50 行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据2026年6月5日公告，公司注意到近期市场对数据中心相关需求关注度较高，由于国内外数据中心建设持续加速，光纤光缆市场供需结构改善；据2026年5月23日投资者关系活动记录表，公司以空芯光纤、多芯光纤等产品全面覆盖智算中心光联接场景，空芯光纤衰减系数达0.04dB/km，已助力国内三大运营商开通首条商用线路，多模光纤市场份额全球第一。 2、据公司2026年第一季度报告，公司实现归母净利润4.95亿元，同比增长226.40%。 3、据2026年6月4日相关公告，富时罗素公布季度调整结果，长飞光纤光缆被纳入富时中国50指数。	全球光纤光缆行业的领先企业；公司空芯技术产能水平领先，并已在相关项目中标	2026-03-04\|228.27\|-3.28\|226.87\|245.77\|224.00\|140351;2026-03-05\|223.36\|-2.15\|233.00\|236.01\|219.59\|142939;2026-03-06\|213.20\|-4.55\|219.74\|221.66\|211.58\|137415;2026-03-09\|211.91\|-0.61\|204.78\|211.91\|196.12\|136859;2026-03-10\|233.10\|10.00\|217.25\|233.10\|214.25\|170543;2026-03-11\|250.01\|7.25\|244.75\|256.41\|244.66\|246696;2026-03-12\|245.00\|-2.00\|245.01\|266.66\|242.82\|196167;2026-03-13\|241.90\|-1.27\|243.78\|254.97\|241.06\|159105;2026-03-16\|233.00\|-3.68\|242.00\|245.00\|228.00\|152351;2026-03-17\|215.81\|-7.38\|232.98\|232.98\|213.80\|166216;2026-03-18\|222.93\|3.30\|221.00\|224.36\|214.67\|137808;2026-03-19\|215.93\|-3.14\|212.00\|222.93\|212.00\|105390;2026-03-20\|216.88\|0.44\|222.30\|233.60\|215.08\|205015;2026-03-23\|212.10\|-2.20\|213.54\|222.64\|209.60\|143246;2026-03-24\|233.31\|10.00\|216.34\|233.31\|212.79\|195170;2026-03-25\|256.64\|10.00\|246.00\|256.64\|243.00\|216140;2026-03-26\|268.88\|4.77\|258.44\|276.50\|254.07\|216812;2026-03-27\|274.26\|2.00\|258.00\|279.66\|252.25\|205662;2026-03-30\|301.69\|10.00\|269.28\|301.69\|269.28\|149173;2026-03-31\|309.49\|2.59\|300.00\|320.00\|287.01\|213010;2026-04-01\|308.00\|-0.48\|320.00\|320.00\|291.00\|182901;2026-04-02\|332.49\|7.95\|304.90\|338.80\|304.90\|192142;2026-04-03\|352.50\|6.02\|339.13\|363.63\|330.00\|186519;2026-04-07\|357.10\|1.30\|351.50\|368.00\|346.00\|172365;2026-04-08\|362.10\|1.40\|362.20\|365.10\|341.50\|218783;2026-04-09\|398.31\|10.00\|354.86\|398.31\|353.00\|214583;2026-04-10\|384.38\|-3.50\|392.00\|396.53\|370.00\|248833;2026-04-13\|369.18\|-3.95\|372.00\|375.88\|360.00\|230442;2026-04-14\|364.50\|-1.27\|369.99\|376.76\|360.01\|174594;2026-04-15\|358.61\|-1.62\|360.12\|371.80\|352.00\|170899;2026-04-16\|368.52\|2.76\|350.00\|373.05\|346.00\|180799;2026-04-17\|365.89\|-0.71\|367.44\|372.64\|360.35\|152231;2026-04-20\|385.00\|5.22\|374.23\|401.98\|374.23\|210116;2026-04-21\|381.58\|-0.89\|377.30\|386.66\|360.52\|154608;2026-04-22\|412.00\|7.97\|382.29\|417.96\|382.29\|202629;2026-04-23\|385.02\|-6.55\|411.20\|422.88\|381.50\|213286;2026-04-24\|368.16\|-4.38\|378.39\|385.00\|364.35\|164065;2026-04-27\|377.50\|2.54\|378.00\|394.00\|374.09\|175410;2026-04-28\|373.49\|-1.06\|370.51\|381.16\|368.00\|112319;2026-04-29\|370.52\|-0.80\|365.00\|375.99\|358.10\|122974;2026-04-30\|353.90\|-4.49\|359.10\|365.00\|336.99\|207769;2026-05-06\|361.05\|2.02\|362.00\|370.00\|353.50\|173789;2026-05-07\|389.20\|7.80\|380.11\|392.00\|368.18\|202035;2026-05-08\|397.23\|2.06\|373.38\|405.00\|373.00\|194562;2026-05-11\|400.31\|0.78\|404.40\|404.99\|385.00\|193999;2026-05-12\|411.46\|2.79\|406.05\|430.00\|406.00\|178592;2026-05-13\|406.96\|-1.09\|393.00\|412.98\|393.00\|138534;2026-05-14\|404.70\|-0.56\|410.82\|419.68\|398.72\|142031;2026-05-15\|374.45\|-7.47\|400.01\|404.70\|366.66\|155276;2026-05-18\|399.48\|6.68\|368.00\|401.99\|367.50\|165299;2026-05-19\|397.90\|-0.40\|395.49\|398.98\|376.99\|124501;2026-05-20\|397.95\|0.01\|396.90\|406.42\|382.01\|129645;2026-05-21\|375.80\|-5.57\|397.95\|402.03\|374.00\|137435;2026-05-22\|388.66\|3.42\|380.00\|389.98\|375.86\|100802;2026-05-25\|386.03\|-0.68\|388.66\|389.88\|378.05\|108557;2026-05-26\|363.93\|-5.72\|384.00\|384.99\|358.48\|149897;2026-05-27\|366.10\|0.60\|362.99\|375.00\|360.07\|114707;2026-05-28\|370.55\|1.22\|360.66\|373.00\|351.37\|116444;2026-05-29\|402.81\|8.71\|369.97\|407.00\|365.00\|253337;2026-06-01\|371.58\|-7.75\|399.99\|399.99\|367.00\|183223;2026-06-02\|408.74\|10.00\|373.11\|408.74\|368.58\|197541;2026-06-03\|444.99\|8.87\|423.00\|449.61\|420.99\|211772;2026-06-04\|455.89\|2.45\|434.90\|469.99\|433.00\|190685;2026-06-05\|441.67\|-3.12\|455.95\|487.10\|436.01\|203175;2026-06-08\|440.30\|-0.31\|406.00\|462.30\|406.00\|189114;2026-06-09\|484.33\|10.00\|454.00\|484.33\|447.10\|173082;2026-06-10\|452.69\|-6.53\|482.00\|495.00\|445.00\|179845;2026-06-11\|442.51\|-2.25\|443.68\|459.96\|431.10\|116596;2026-06-12\|436.50\|-1.36\|456.51\|462.46\|432.51\|149071;2026-06-15\|450.30\|3.16\|440.00\|452.88\|421.01\|146375;2026-06-16\|464.10\|3.06\|450.31\|474.99\|447.00\|150030;2026-06-17\|460.50\|-0.78\|452.01\|464.69\|445.38\|133681;2026-06-18\|471.55\|2.40\|455.00\|482.58\|454.98\|158951;2026-06-22\|518.71\|10.00\|494.78\|518.71\|490.10\|84661;2026-06-23\|570.58\|10.00\|555.00\|570.58\|539.46\|230562;2026-06-24\|580.00\|1.65\|558.20\|594.00\|553.18\|189302;2026-06-25\|575.00\|-0.86\|598.00\|600.00\|565.00\|180120;2026-06-26\|543.00\|-5.57\|565.07\|582.00\|533.00\|155835;2026-06-29\|527.10\|-2.93\|543.00\|549.19\|490.00\|142109;2026-06-30\|545.90\|3.57\|540.00\|549.90\|522.69\|121728;2026-07-01\|508.51\|-6.85\|535.00\|542.87\|500.10\|135034;2026-07-02\|464.37\|-8.68\|480.01\|495.50\|460.99\|118198;2026-07-03\|475.08\|2.31\|460.00\|492.00\|455.00\|124671;2026-07-06\|441.94\|-6.98\|489.00\|489.00\|429.00\|136577;2026-07-07\|429.16\|-2.89\|435.00\|448.56\|418.28\|125729;2026-07-08\|410.00\|-4.46\|434.31\|439.16\|407.68\|103749;2026-07-09\|441.26\|7.62\|418.80\|441.95\|400.43\|160193;2026-07-10\|415.03\|-5.94\|441.26\|466.98\|414.93\|182715;2026-07-13\|381.87\|-7.99\|405.60\|413.02\|378.37\|140370;2026-07-14\|383.64\|0.46\|381.86\|385.00\|381.86\|900
112499		涨停揭秘：华翔股份作为白色家电压缩机零部件行业龙头，6月1日逆势大涨6.52%，显著跑赢3D打印板块平均跌幅，叠加近期机构密集‘买入’评级与一季报业绩稳健增长催化；涨停缘由：3D打印概念板块资金再聚焦；公司2025年三季报营收同比+7.01%、归母净利+18.92%，毛利率22.26%维持高位；股东山西交投解除部分可交换债担保，释放流动性预期；资金逻辑：主力资金5月27日已转为净流入，博时中证2000ETF新进重仓，新华钻石品质混合虽减仓但仍为第一大公募持仓，显示机构对制造细分龙头的长期配置逻辑未变；风险提示：短期涨幅较大，需警惕板块轮动及可交换债后续换股压力；解禁股将于2026年内分批上市，存在潜在抛压	白色家电压缩机零部件行业龙头	2026-03-04\|17.15\|-0.69\|17.19\|17.56\|17.02\|55363;2026-03-05\|17.62\|2.74\|17.28\|17.75\|17.28\|87361;2026-03-06\|17.86\|1.36\|17.48\|18.26\|17.47\|102209;2026-03-09\|17.26\|-3.36\|17.68\|17.68\|17.08\|95768;2026-03-10\|17.61\|2.03\|17.42\|17.68\|17.31\|54728;2026-03-11\|17.96\|1.99\|17.58\|18.30\|17.47\|111301;2026-03-12\|17.88\|-0.45\|18.06\|18.22\|17.71\|89922;2026-03-13\|17.35\|-2.96\|18.05\|18.05\|17.30\|70637;2026-03-16\|17.29\|-0.35\|17.49\|17.49\|17.10\|84787;2026-03-17\|16.68\|-3.53\|17.29\|17.35\|16.60\|120055;2026-03-18\|17.30\|3.72\|16.63\|17.35\|16.63\|82968;2026-03-19\|17.48\|1.04\|17.10\|17.86\|17.06\|130739;2026-03-20\|17.20\|-1.60\|17.44\|17.57\|17.20\|64779;2026-03-23\|16.27\|-5.41\|16.84\|17.03\|16.12\|138776;2026-03-24\|16.81\|3.32\|16.55\|16.82\|16.45\|67014;2026-03-25\|17.30\|2.91\|16.90\|17.30\|16.81\|52883;2026-03-26\|16.85\|-2.60\|17.27\|17.35\|16.78\|57018;2026-03-27\|16.94\|0.53\|16.70\|16.96\|16.66\|32537;2026-03-30\|16.66\|-1.65\|16.72\|17.05\|16.61\|44064;2026-03-31\|16.11\|-3.30\|16.66\|16.79\|15.90\|88062;2026-04-01\|16.85\|4.59\|16.38\|16.88\|16.36\|81648;2026-04-02\|16.88\|0.18\|16.90\|16.99\|16.65\|50027;2026-04-03\|16.57\|-1.84\|16.88\|16.90\|16.47\|25620;2026-04-07\|16.85\|1.69\|16.62\|17.09\|16.62\|40155;2026-04-08\|17.76\|5.40\|17.08\|17.77\|17.08\|121959;2026-04-09\|19.01\|7.04\|18.56\|19.11\|18.30\|328831;2026-04-10\|18.75\|-1.37\|19.25\|19.30\|18.73\|176321;2026-04-13\|18.79\|0.21\|18.56\|19.13\|18.56\|123266;2026-04-14\|19.80\|5.38\|19.30\|20.09\|19.09\|208739;2026-04-15\|20.38\|2.93\|19.79\|20.70\|19.63\|177774;2026-04-16\|20.41\|0.15\|20.23\|21.00\|20.17\|131032;2026-04-17\|20.25\|-0.78\|20.37\|20.55\|20.15\|90402;2026-04-20\|20.66\|2.02\|20.27\|20.81\|20.06\|123319;2026-04-21\|20.64\|-0.10\|20.27\|20.66\|20.27\|79990;2026-04-22\|22.07\|6.93\|20.99\|22.39\|20.60\|222301;2026-04-23\|20.58\|-6.75\|21.80\|22.21\|20.51\|212843;2026-04-24\|20.61\|0.15\|20.77\|21.19\|20.18\|131888;2026-04-27\|21.21\|2.91\|20.57\|21.32\|20.21\|135254;2026-04-28\|21.22\|0.05\|21.22\|21.67\|21.02\|132072;2026-04-29\|20.86\|-1.70\|21.31\|21.36\|20.72\|97838;2026-04-30\|20.75\|-0.53\|20.70\|21.09\|20.51\|85507;2026-05-06\|22.31\|7.52\|21.50\|22.66\|20.89\|193326;2026-05-07\|22.62\|1.39\|22.33\|22.81\|21.94\|131125;2026-05-08\|22.41\|-0.93\|22.63\|22.75\|22.14\|115069;2026-05-11\|22.18\|-1.03\|22.43\|22.88\|21.81\|121966;2026-05-12\|22.23\|0.23\|22.19\|22.56\|21.90\|89591;2026-05-13\|22.65\|1.89\|22.38\|22.98\|21.91\|125256;2026-05-14\|22.29\|-1.59\|23.10\|23.15\|21.90\|96990;2026-05-15\|22.24\|-0.22\|22.29\|22.97\|22.02\|130270;2026-05-18\|21.94\|-1.35\|22.03\|22.36\|21.75\|77762;2026-05-19\|21.92\|-0.09\|22.03\|22.80\|21.57\|74228;2026-05-20\|21.64\|-0.32\|21.60\|21.84\|21.36\|77095;2026-05-21\|22.29\|3.00\|21.64\|22.80\|21.15\|223692;2026-05-22\|22.15\|-0.63\|22.39\|22.69\|21.98\|118626;2026-05-25\|22.62\|2.12\|22.15\|22.89\|22.15\|118566;2026-05-26\|22.41\|-0.93\|23.00\|23.95\|21.95\|140413;2026-05-27\|21.74\|-2.99\|22.12\|22.45\|21.60\|108212;2026-05-28\|20.85\|-4.09\|21.69\|21.98\|20.81\|114325;2026-05-29\|20.24\|-2.93\|20.90\|20.91\|20.06\|115618;2026-06-01\|21.56\|6.52\|20.24\|22.26\|20.24\|218183;2026-06-02\|21.94\|1.76\|21.60\|22.05\|20.66\|147345;2026-06-03\|21.94\|0.00\|22.01\|22.43\|21.58\|172048;2026-06-04\|20.51\|-6.52\|21.73\|21.77\|20.11\|219970;2026-06-05\|21.10\|2.88\|20.51\|21.43\|20.31\|219070;2026-06-08\|18.99\|-10.00\|19.50\|19.96\|18.99\|210547;2026-06-09\|19.80\|4.27\|18.81\|20.02\|18.65\|196979;2026-06-10\|18.67\|-5.71\|19.70\|19.70\|18.60\|124459;2026-06-11\|18.25\|-2.25\|18.11\|18.73\|17.98\|86558;2026-06-12\|18.26\|0.05\|18.50\|18.60\|18.06\|94257;2026-06-15\|18.27\|0.05\|18.39\|18.49\|18.01\|99252;2026-06-16\|18.75\|2.63\|18.31\|18.88\|18.10\|109540;2026-06-17\|18.48\|-1.44\|18.62\|18.95\|18.28\|67533;2026-06-18\|18.50\|0.11\|18.45\|18.75\|18.30\|67830;2026-06-22\|17.72\|-4.22\|18.50\|18.68\|17.58\|135836;2026-06-23\|18.00\|1.58\|17.72\|18.43\|17.62\|93057;2026-06-24\|17.78\|-1.22\|17.96\|18.00\|17.15\|77117;2026-06-25\|17.37\|-2.31\|17.80\|17.96\|17.23\|71451;2026-06-26\|17.03\|-1.96\|17.36\|17.39\|16.71\|84952;2026-06-29\|16.35\|-3.99\|17.21\|17.21\|16.28\|81307;2026-06-30\|16.73\|2.32\|16.23\|16.80\|16.05\|91723;2026-07-01\|16.70\|-0.18\|16.64\|16.98\|16.49\|61695;2026-07-02\|16.51\|-1.14\|16.63\|17.23\|16.45\|84006;2026-07-03\|17.31\|4.85\|16.69\|17.47\|16.68\|84321;2026-07-06\|16.47\|-4.85\|17.31\|17.40\|16.43\|94114;2026-07-07\|16.00\|-2.85\|16.43\|16.67\|15.94\|57684;2026-07-08\|15.90\|-0.62\|16.02\|16.43\|15.90\|62369;2026-07-09\|16.21\|1.95\|15.87\|16.21\|15.47\|57172;2026-07-10\|15.97\|-1.48\|16.16\|16.39\|15.90\|50945;2026-07-13\|15.50\|-2.94\|16.16\|16.16\|15.42\|58873;2026-07-14\|15.50\|0.00\|15.50\|15.58\|15.41\|119
112498		尼龙6切片+PA66项目+产能扩张行业原因：据央视财经4月6日报道，随着原油的上涨带动合成纤维涨价，整体涤纶的价格在近一个月内上涨超10%。涤纶长丝在今年3月份由每吨约7180元涨至每吨9300元，锦纶部分型号每吨单日跳涨2000元。公司原因： 1、据2025年年度报告，常德二期9.2万吨尼龙6切片技改产能已于2025年5月落地，杭州二期5.08万吨项目调整完成，淄博8万吨尼龙66项目在建，产能释放支撑规模优势。 2、据2025年年度报告，公司柔性化产线可快速切换多牌号高端切片，已实现对台系产品替代并出口亚洲、欧洲、美洲。 3、据2026年4月16日公告，公司拟以简易程序向特定对象发行股票融资不超3亿元，用于淄博尼龙66等项目，加速高端化布局。	国内高端尼龙市场领先企业；公司拟以简易程序向特定对象发行股票融资不超3亿元，用于淄博尼龙66等项目，加速高端化布局	2026-03-04\|10.65\|-0.19\|10.58\|10.84\|10.49\|81428;2026-03-05\|10.71\|0.56\|10.78\|10.89\|10.64\|51609;2026-03-06\|11.07\|3.36\|10.67\|11.21\|10.65\|85541;2026-03-09\|10.87\|-1.81\|11.07\|11.18\|10.72\|70346;2026-03-10\|11.11\|2.21\|10.93\|11.12\|10.90\|48601;2026-03-11\|11.18\|0.63\|11.12\|11.28\|10.98\|68237;2026-03-12\|11.28\|0.89\|11.33\|11.74\|11.26\|116405;2026-03-13\|11.11\|-1.51\|11.25\|11.37\|11.11\|72326;2026-03-16\|11.10\|-0.09\|11.11\|11.27\|10.98\|53328;2026-03-17\|10.82\|-2.52\|11.09\|11.16\|10.82\|58273;2026-03-18\|10.92\|0.92\|10.82\|10.92\|10.73\|46655;2026-03-19\|10.48\|-4.03\|10.78\|10.88\|10.44\|72211;2026-03-20\|10.08\|-3.82\|10.45\|10.54\|10.08\|51452;2026-03-23\|9.52\|-5.56\|9.90\|10.05\|9.48\|77879;2026-03-24\|9.92\|4.20\|9.68\|9.94\|9.41\|57290;2026-03-25\|10.10\|1.81\|9.98\|10.19\|9.90\|35148;2026-03-26\|10.04\|-0.59\|10.15\|10.23\|9.97\|36395;2026-03-27\|10.19\|1.49\|9.91\|10.25\|9.91\|26375;2026-03-30\|10.25\|0.59\|10.14\|10.31\|10.04\|27197;2026-03-31\|10.26\|0.10\|10.25\|10.38\|10.21\|33956;2026-04-01\|10.30\|0.39\|10.37\|10.45\|10.19\|45456;2026-04-02\|10.04\|-2.52\|10.26\|10.26\|9.96\|30084;2026-04-03\|9.78\|-2.59\|10.01\|10.05\|9.75\|31880;2026-04-07\|10.45\|6.85\|9.77\|10.61\|9.77\|84031;2026-04-08\|10.74\|2.78\|10.44\|10.89\|10.39\|78218;2026-04-09\|10.73\|-0.09\|10.73\|10.87\|10.65\|46265;2026-04-10\|10.79\|0.56\|10.81\|10.88\|10.71\|38337;2026-04-13\|10.57\|-2.04\|10.79\|10.80\|10.47\|41957;2026-04-14\|10.08\|-4.64\|10.61\|10.67\|9.92\|98118;2026-04-15\|10.12\|0.40\|10.07\|10.30\|10.00\|50985;2026-04-16\|11.13\|9.98\|10.13\|11.13\|10.13\|133337;2026-04-17\|11.33\|1.80\|11.00\|11.50\|10.88\|246822;2026-04-20\|11.32\|-0.09\|11.33\|11.42\|11.17\|119661;2026-04-21\|11.31\|-0.09\|11.34\|11.39\|11.17\|75896;2026-04-22\|11.57\|2.30\|11.22\|11.90\|11.20\|144917;2026-04-23\|11.57\|0.00\|11.46\|11.93\|11.38\|138166;2026-04-24\|11.52\|-0.43\|11.68\|11.72\|11.31\|99179;2026-04-27\|11.70\|1.56\|11.45\|11.79\|11.32\|102804;2026-04-28\|11.78\|0.68\|11.62\|11.95\|11.61\|113821;2026-04-29\|11.70\|-0.68\|11.80\|11.90\|11.60\|73640;2026-04-30\|11.70\|0.00\|11.70\|11.80\|11.60\|74233;2026-05-06\|11.70\|0.00\|11.73\|11.87\|11.46\|115485;2026-05-07\|11.47\|-1.97\|11.67\|11.79\|11.41\|80538;2026-05-08\|11.76\|2.53\|11.45\|11.85\|11.40\|74760;2026-05-11\|11.66\|-0.85\|11.89\|11.91\|11.63\|80072;2026-05-12\|11.62\|-0.34\|11.66\|11.77\|11.50\|67586;2026-05-13\|11.46\|-1.38\|11.58\|11.73\|11.44\|62831;2026-05-14\|11.37\|-0.79\|11.50\|11.70\|11.33\|60949;2026-05-15\|11.60\|2.02\|11.31\|11.74\|11.31\|72847;2026-05-18\|11.50\|-0.86\|11.71\|11.71\|11.35\|68423;2026-05-19\|11.56\|0.52\|11.65\|11.77\|11.40\|51566;2026-05-20\|11.34\|-1.90\|11.46\|11.58\|11.29\|47520;2026-05-21\|10.57\|-6.79\|11.39\|11.39\|10.45\|138514;2026-05-22\|11.31\|7.00\|10.69\|11.33\|10.48\|124238;2026-05-25\|11.42\|0.97\|11.39\|11.58\|11.18\|87536;2026-05-26\|11.05\|-3.24\|11.41\|11.41\|10.90\|66938;2026-05-27\|10.48\|-5.16\|11.10\|11.10\|10.40\|71808;2026-05-28\|10.50\|0.19\|10.49\|10.56\|10.21\|59200;2026-05-29\|10.05\|-4.29\|10.52\|10.55\|10.03\|58919;2026-06-01\|10.67\|6.17\|10.05\|11.06\|9.96\|155633;2026-06-02\|10.26\|-3.84\|10.67\|11.06\|10.20\|164948;2026-06-03\|11.00\|7.21\|10.26\|11.11\|10.20\|152203;2026-06-04\|10.35\|-5.91\|10.80\|11.01\|10.30\|122829;2026-06-05\|10.40\|0.48\|10.27\|10.65\|10.01\|108008;2026-06-08\|9.66\|-7.12\|10.05\|10.29\|9.43\|149799;2026-06-09\|9.72\|0.62\|9.78\|9.99\|9.55\|99200;2026-06-10\|9.47\|-2.57\|9.68\|9.70\|9.24\|75183;2026-06-11\|9.60\|1.37\|9.44\|9.66\|9.20\|74281;2026-06-12\|9.63\|0.31\|9.64\|9.90\|9.38\|74459;2026-06-15\|9.78\|1.56\|9.60\|10.00\|9.60\|98933;2026-06-16\|10.76\|10.02\|9.79\|10.76\|9.73\|135202;2026-06-17\|10.80\|0.37\|10.99\|11.10\|10.63\|210216;2026-06-18\|9.96\|-7.78\|10.90\|10.90\|9.88\|141067;2026-06-22\|10.46\|5.02\|10.05\|10.64\|9.74\|129742;2026-06-23\|10.21\|-2.39\|10.31\|10.43\|10.18\|77835;2026-06-24\|10.01\|-1.38\|10.21\|10.47\|9.97\|76744;2026-06-25\|9.99\|-0.20\|10.00\|10.14\|9.72\|85338;2026-06-26\|9.49\|-5.00\|9.98\|9.98\|9.43\|89168;2026-06-29\|9.47\|-0.21\|9.50\|10.10\|9.32\|88757;2026-06-30\|9.59\|1.27\|9.34\|9.75\|9.18\|82676;2026-07-01\|9.73\|1.46\|9.71\|9.94\|9.48\|63568;2026-07-02\|9.59\|-1.44\|9.68\|10.07\|9.52\|73401;2026-07-03\|9.41\|-1.88\|9.67\|10.28\|9.39\|121141;2026-07-06\|9.24\|-1.81\|9.32\|9.48\|9.17\|86412;2026-07-07\|8.86\|-4.11\|9.21\|9.26\|8.80\|68954;2026-07-08\|8.54\|-3.61\|8.72\|9.02\|8.52\|62975;2026-07-09\|8.41\|-1.52\|8.52\|8.70\|8.09\|96224;2026-07-10\|8.49\|0.95\|8.44\|8.72\|8.31\|53521;2026-07-13\|8.08\|-4.83\|8.51\|8.51\|8.01\|57453;2026-07-14\|8.10\|0.25\|8.08\|8.11\|8.08\|134
112497		涨停揭秘：重庆港6月1日涨停，直接受益于西部大开发政策持续加码及控股股东层面重大整合进展，间接控股股东拟吸收合并现控股股东，资产注入与区域枢纽地位再获确认；涨停缘由：重庆物流集团拟吸收合并港务物流集团，公司控股权结构优化预期升温；长江上游最大集装箱枢纽港地位突出，契合‘一带一路’南向通道建设提速；西部大开发‘十四五’中期评估强化基建与物流支持；资金逻辑：主力资金近期呈现持续净流入态势，区域主题基金及国企改革ETF关注度提升，叠加低估值（PB约0.8x）与高分红特性吸引防御型资金布局；风险提示：整合方案尚未披露具体时间表与资产范围，存在不确定性；港口吞吐量受宏观经济及外贸景气度影响较大，盈利弹性受限	1、公司是长江上游和西南地区规模最大、装卸工艺最先进、服务质量最优质的集装箱枢纽港； 2、公司间接控股股东重庆物流集团拟吸收合并公司控股股东港务物流集团	2026-03-04\|5.35\|-6.79\|5.54\|5.55\|5.22\|342594;2026-03-05\|5.31\|-0.75\|5.33\|5.38\|5.25\|199262;2026-03-06\|5.45\|2.64\|5.28\|5.46\|5.27\|191768;2026-03-09\|5.37\|-1.47\|5.44\|5.51\|5.36\|141607;2026-03-10\|5.39\|0.37\|5.39\|5.42\|5.36\|88676;2026-03-11\|5.38\|-0.19\|5.38\|5.39\|5.32\|113761;2026-03-12\|5.42\|0.74\|5.36\|5.45\|5.36\|98090;2026-03-13\|5.37\|-0.92\|5.39\|5.45\|5.37\|91930;2026-03-16\|5.37\|0.00\|5.37\|5.41\|5.35\|66938;2026-03-17\|5.32\|-0.93\|5.38\|5.41\|5.31\|75851;2026-03-18\|5.28\|-0.75\|5.30\|5.32\|5.22\|90488;2026-03-19\|5.15\|-2.46\|5.25\|5.29\|5.14\|90181;2026-03-20\|5.10\|-0.97\|5.18\|5.22\|5.08\|74840;2026-03-23\|4.86\|-4.71\|5.01\|5.05\|4.80\|115433;2026-03-24\|5.04\|3.70\|4.90\|5.05\|4.88\|103114;2026-03-25\|5.19\|2.98\|5.08\|5.20\|5.02\|93426;2026-03-26\|5.21\|0.39\|5.21\|5.28\|5.17\|85488;2026-03-27\|5.20\|-0.19\|5.16\|5.23\|5.13\|65844;2026-03-30\|5.20\|0.00\|5.16\|5.21\|5.09\|52146;2026-03-31\|5.19\|-0.19\|5.19\|5.28\|5.15\|72390;2026-04-01\|5.23\|0.77\|5.22\|5.29\|5.19\|54335;2026-04-02\|5.23\|0.00\|5.23\|5.27\|5.19\|49800;2026-04-03\|5.10\|-2.49\|5.25\|5.25\|5.08\|65529;2026-04-07\|5.16\|1.18\|5.12\|5.18\|5.06\|55576;2026-04-08\|5.25\|1.74\|5.20\|5.27\|5.16\|56564;2026-04-09\|5.15\|-1.90\|5.25\|5.26\|5.13\|66500;2026-04-10\|5.01\|-2.72\|5.15\|5.19\|4.99\|153974;2026-04-13\|4.94\|-1.40\|5.02\|5.02\|4.87\|104416;2026-04-14\|4.91\|-0.61\|4.94\|4.95\|4.87\|70070;2026-04-15\|4.91\|0.00\|4.91\|4.94\|4.87\|53528;2026-04-16\|4.94\|0.61\|4.90\|4.96\|4.89\|61081;2026-04-17\|4.92\|-0.40\|4.93\|4.96\|4.90\|56746;2026-04-20\|4.91\|-0.20\|4.89\|4.93\|4.88\|53334;2026-04-21\|4.87\|-0.81\|4.90\|4.92\|4.86\|48503;2026-04-22\|4.85\|-0.41\|4.86\|4.89\|4.84\|44945;2026-04-23\|4.80\|-1.03\|4.86\|4.86\|4.78\|77672;2026-04-24\|4.75\|-1.04\|4.78\|4.80\|4.71\|68130;2026-04-27\|4.77\|0.42\|4.75\|4.78\|4.68\|56841;2026-04-28\|4.81\|0.84\|4.76\|4.82\|4.75\|56803;2026-04-29\|4.90\|1.87\|4.81\|4.94\|4.80\|81154;2026-04-30\|4.88\|-0.41\|4.89\|4.91\|4.85\|64069;2026-05-06\|4.93\|1.02\|4.87\|4.99\|4.84\|87807;2026-05-07\|4.93\|0.00\|4.93\|4.98\|4.92\|63570;2026-05-08\|5.11\|3.65\|4.96\|5.18\|4.93\|213909;2026-05-11\|4.97\|-2.74\|5.10\|5.13\|4.94\|126308;2026-05-12\|5.04\|1.41\|4.96\|5.26\|4.93\|184653;2026-05-13\|5.01\|-0.60\|5.03\|5.05\|4.98\|117956;2026-05-14\|4.96\|-1.00\|5.02\|5.05\|4.95\|107629;2026-05-15\|4.92\|-0.81\|4.95\|4.97\|4.90\|77070;2026-05-18\|4.86\|-1.22\|4.90\|4.91\|4.83\|63548;2026-05-19\|5.09\|4.73\|4.86\|5.10\|4.86\|165589;2026-05-20\|4.98\|-2.16\|5.04\|5.09\|4.96\|97050;2026-05-21\|4.89\|-1.81\|4.96\|5.08\|4.88\|87560;2026-05-22\|4.91\|0.41\|4.90\|4.93\|4.83\|64532;2026-05-25\|4.91\|0.00\|4.91\|4.95\|4.87\|56733;2026-05-26\|4.78\|-2.65\|4.89\|4.92\|4.75\|88313;2026-05-27\|4.64\|-2.93\|4.73\|4.77\|4.61\|94743;2026-05-28\|4.66\|0.43\|4.62\|4.70\|4.59\|50113;2026-05-29\|4.69\|0.64\|4.66\|4.72\|4.64\|49681;2026-06-01\|5.02\|7.04\|4.70\|5.16\|4.61\|216520;2026-06-02\|5.34\|6.37\|5.06\|5.43\|5.03\|471324;2026-06-03\|5.44\|1.87\|5.34\|5.50\|5.28\|365279;2026-06-04\|5.64\|3.68\|5.46\|5.78\|5.46\|435257;2026-06-05\|5.83\|3.37\|5.71\|5.95\|5.51\|448821;2026-06-08\|5.57\|-4.46\|5.84\|6.00\|5.39\|435186;2026-06-09\|5.01\|-10.05\|5.46\|5.57\|5.01\|280898;2026-06-10\|4.51\|-9.98\|4.86\|4.87\|4.51\|524316;2026-06-11\|4.40\|-2.44\|4.40\|4.53\|4.29\|441038;2026-06-12\|4.44\|0.91\|4.38\|4.50\|4.20\|346285;2026-06-15\|4.33\|-2.48\|4.42\|4.58\|4.31\|316146;2026-06-16\|4.18\|-3.46\|4.29\|4.29\|4.14\|256133;2026-06-17\|4.05\|-3.11\|4.15\|4.16\|4.04\|183334;2026-06-18\|3.97\|-1.98\|4.03\|4.03\|3.94\|128862;2026-06-22\|3.94\|-0.76\|3.95\|3.96\|3.79\|159022;2026-06-23\|3.98\|1.02\|3.92\|4.04\|3.91\|164871;2026-06-24\|3.85\|-3.27\|4.02\|4.03\|3.84\|125690;2026-06-25\|3.76\|-2.34\|3.85\|3.85\|3.74\|115755;2026-06-26\|3.71\|-1.33\|3.76\|3.76\|3.65\|104314;2026-06-29\|3.72\|0.27\|3.70\|3.76\|3.59\|109722;2026-06-30\|3.65\|-1.88\|3.70\|3.75\|3.62\|103642;2026-07-01\|3.71\|1.64\|3.65\|3.76\|3.62\|138814;2026-07-02\|3.88\|4.58\|3.72\|4.01\|3.70\|249561;2026-07-03\|3.95\|1.80\|3.88\|4.02\|3.86\|171137;2026-07-06\|3.98\|0.76\|3.95\|4.03\|3.92\|110698;2026-07-07\|3.84\|-3.52\|3.98\|3.98\|3.82\|100108;2026-07-08\|3.84\|0.00\|3.85\|3.90\|3.74\|93970;2026-07-09\|3.82\|-0.52\|3.84\|3.89\|3.79\|85547;2026-07-10\|3.95\|3.40\|3.82\|4.03\|3.76\|154731;2026-07-13\|4.00\|1.27\|3.94\|4.04\|3.92\|138955;2026-07-14\|3.96\|-0.50\|3.97\|3.97\|3.96\|1002
112496		燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-03-04\|115.61\|-5.99\|120.50\|121.80\|113.56\|337766;2026-03-05\|123.41\|6.75\|118.00\|125.68\|117.22\|278264;2026-03-06\|122.50\|-0.74\|122.44\|125.60\|116.86\|218641;2026-03-09\|118.50\|-3.27\|119.83\|122.48\|113.20\|205048;2026-03-10\|119.80\|1.10\|118.53\|121.55\|114.88\|228986;2026-03-11\|112.01\|-6.50\|116.34\|117.80\|111.09\|305659;2026-03-12\|108.47\|-3.16\|112.01\|112.38\|107.00\|230024;2026-03-13\|105.23\|-2.99\|108.47\|108.50\|104.28\|239138;2026-03-16\|101.44\|-3.60\|105.23\|105.60\|98.55\|257225;2026-03-17\|100.70\|-0.73\|101.44\|105.50\|100.00\|209705;2026-03-18\|102.80\|2.09\|101.50\|103.83\|99.00\|208768;2026-03-19\|97.99\|-4.68\|101.76\|103.45\|97.40\|190787;2026-03-20\|96.16\|-1.87\|99.50\|100.32\|96.00\|158755;2026-03-23\|93.80\|-2.45\|94.45\|97.30\|92.79\|194525;2026-03-24\|99.00\|5.54\|96.21\|99.33\|95.69\|231314;2026-03-25\|100.31\|1.32\|101.17\|105.30\|99.70\|277311;2026-03-26\|98.26\|-2.04\|100.30\|101.27\|97.80\|138629;2026-03-27\|98.20\|-0.06\|96.96\|99.75\|96.15\|120099;2026-03-30\|93.79\|-4.49\|94.95\|94.95\|89.36\|401899;2026-03-31\|96.80\|3.21\|98.00\|100.20\|96.03\|375702;2026-04-01\|100.41\|3.73\|101.00\|103.26\|98.19\|292277;2026-04-02\|108.00\|7.56\|103.44\|110.45\|103.44\|400552;2026-04-03\|107.37\|-0.58\|106.63\|110.20\|106.02\|239248;2026-04-07\|101.66\|-5.32\|107.31\|107.46\|100.70\|234699;2026-04-08\|111.83\|10.00\|107.88\|111.83\|107.54\|251721;2026-04-09\|112.49\|0.59\|111.61\|114.94\|108.60\|266908;2026-04-10\|117.46\|4.42\|113.00\|120.68\|111.16\|231096;2026-04-13\|111.73\|-4.88\|116.00\|116.16\|110.00\|270230;2026-04-14\|110.75\|-0.88\|113.10\|113.90\|109.09\|207470;2026-04-15\|109.48\|-1.15\|111.66\|113.89\|109.05\|167673;2026-04-16\|116.30\|6.23\|109.50\|117.34\|109.11\|237118;2026-04-17\|121.18\|4.20\|115.13\|123.83\|114.88\|280638;2026-04-20\|118.02\|-2.61\|121.00\|121.00\|116.10\|173792;2026-04-21\|117.15\|-0.74\|117.95\|120.82\|115.85\|138067;2026-04-22\|122.16\|4.28\|116.12\|122.58\|116.10\|168968;2026-04-23\|130.39\|6.74\|128.26\|134.38\|125.60\|259964;2026-04-24\|131.00\|0.47\|130.00\|132.22\|124.10\|189087;2026-04-27\|129.30\|-1.30\|129.97\|135.00\|127.80\|143459;2026-04-28\|125.03\|-3.30\|128.42\|129.22\|124.00\|134382;2026-04-29\|127.25\|1.78\|124.33\|128.82\|123.40\|114470;2026-04-30\|137.00\|7.66\|127.60\|139.60\|123.23\|293370;2026-05-06\|150.04\|9.52\|144.10\|150.70\|143.85\|247313;2026-05-07\|150.80\|0.51\|149.96\|151.99\|144.20\|159412;2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|140.13\|0.97\|138.09\|140.88\|138.09\|1517
112495		千斤顶龙头+跨境电商+泰国产能 1、据2026年4月23日年报，公司作为全球最大的千斤顶制造企业，汽车配套零部件OEM千斤顶在细分市场占有率居行业第一，产品行销全球100多个国家。 2、据2026年4月23日年报，公司采用多平台+海外仓+国际国内团队联合运营+独立站的多种举措推动跨境电商新模式高速发展，继续深耕Amazon.com、Walmart.com等电商平台，并增设海外仓，提升服务跨境电商能力。 3、据2026年4月23日年报，公司着力推进泰国生产基地投产上量，各类千斤顶、汽保维修设备工具等上百个SKU已实现批量投产，有效承接美国客户订单；公司已在泰国罗勇府新购土地约60亩，着手推进泰国生产基地二期工程项目建设。	中国最大的千斤顶制造企业；公司的产品主要分为4大系列，即商用千斤顶及工具、随车配套零部件、专业汽保维修设备以及外购辅助产品	2026-03-04\|17.33\|0.17\|17.20\|17.47\|16.98\|23278;2026-03-05\|17.39\|0.35\|17.54\|17.60\|17.31\|13724;2026-03-06\|17.77\|2.19\|17.31\|17.82\|17.31\|12710;2026-03-09\|18.04\|1.52\|17.58\|18.18\|17.40\|20323;2026-03-10\|18.34\|1.66\|18.03\|18.45\|18.03\|25848;2026-03-11\|18.36\|0.11\|18.30\|18.50\|18.27\|19834;2026-03-12\|18.38\|0.11\|18.33\|18.53\|18.17\|20884;2026-03-13\|18.51\|0.71\|18.39\|18.69\|18.29\|24774;2026-03-16\|18.34\|-0.92\|18.53\|18.55\|18.19\|23985;2026-03-17\|18.16\|-0.98\|18.36\|18.54\|18.10\|14641;2026-03-18\|18.45\|1.60\|18.19\|18.45\|18.10\|14148;2026-03-19\|17.88\|-3.09\|18.33\|18.38\|17.83\|17768;2026-03-20\|17.32\|-3.13\|17.97\|18.11\|17.22\|20102;2026-03-23\|16.39\|-5.37\|17.16\|17.33\|16.12\|47607;2026-03-24\|16.59\|1.22\|16.52\|16.84\|16.12\|43038;2026-03-25\|16.51\|-0.48\|16.67\|16.76\|16.39\|30454;2026-03-26\|16.22\|-1.76\|16.59\|16.59\|16.06\|19498;2026-03-27\|16.24\|0.12\|16.00\|16.51\|15.95\|22788;2026-03-30\|16.46\|1.35\|15.95\|16.89\|15.95\|23083;2026-03-31\|16.34\|-0.73\|16.46\|16.68\|16.29\|14737;2026-04-01\|16.49\|0.92\|16.55\|16.55\|16.35\|12760;2026-04-02\|16.23\|-1.58\|16.60\|16.60\|16.12\|13801;2026-04-03\|15.85\|-2.34\|16.17\|16.34\|15.71\|13417;2026-04-07\|15.92\|0.44\|15.85\|16.04\|15.73\|17176;2026-04-08\|16.38\|2.89\|16.10\|16.40\|16.10\|23188;2026-04-09\|16.21\|-1.04\|16.38\|16.40\|16.14\|11807;2026-04-10\|16.45\|1.48\|16.22\|16.68\|16.22\|20142;2026-04-13\|16.36\|-0.55\|16.38\|16.50\|16.20\|14109;2026-04-14\|16.45\|0.55\|16.45\|16.45\|16.24\|14095;2026-04-15\|16.44\|-0.06\|16.45\|16.58\|16.37\|12539;2026-04-16\|16.65\|1.28\|16.48\|16.67\|16.40\|10291;2026-04-17\|16.54\|-0.66\|16.68\|16.70\|16.45\|11329;2026-04-20\|16.68\|0.85\|16.45\|16.69\|16.43\|9416;2026-04-21\|16.58\|-0.60\|16.68\|16.68\|16.46\|12816;2026-04-22\|16.40\|-1.09\|16.56\|16.59\|16.31\|12607;2026-04-23\|15.77\|-3.84\|16.09\|16.14\|15.70\|33859;2026-04-24\|16.09\|2.03\|15.72\|16.21\|15.72\|19210;2026-04-27\|16.20\|0.68\|16.13\|16.24\|15.90\|19550;2026-04-28\|15.95\|-1.54\|16.22\|16.31\|15.83\|15367;2026-04-29\|15.79\|-1.00\|15.73\|15.89\|15.13\|34858;2026-04-30\|16.05\|1.65\|15.69\|16.42\|15.69\|25954;2026-05-06\|16.00\|-0.31\|16.36\|16.36\|15.92\|24902;2026-05-07\|16.44\|2.75\|16.06\|16.73\|16.01\|36446;2026-05-08\|16.38\|-0.36\|16.45\|16.45\|16.13\|19172;2026-05-11\|16.15\|-1.40\|16.39\|16.44\|16.04\|23079;2026-05-12\|15.91\|-1.49\|16.14\|16.15\|15.66\|26113;2026-05-13\|15.95\|0.25\|16.05\|16.13\|15.78\|27566;2026-05-14\|15.94\|-0.06\|15.94\|16.06\|15.75\|29272;2026-05-15\|15.90\|-0.25\|15.90\|16.05\|15.75\|29178;2026-05-18\|15.75\|-0.94\|15.86\|15.90\|15.56\|18087;2026-05-19\|16.13\|2.41\|15.75\|16.15\|15.73\|18118;2026-05-20\|17.05\|5.70\|16.13\|17.18\|15.97\|62889;2026-05-21\|15.63\|-8.33\|17.05\|17.05\|15.50\|76377;2026-05-22\|15.80\|1.09\|15.48\|15.96\|15.30\|33570;2026-05-25\|15.72\|-0.51\|15.80\|15.84\|15.45\|25748;2026-05-26\|16.02\|1.91\|15.61\|16.08\|15.53\|31422;2026-05-27\|16.04\|0.12\|15.98\|16.65\|15.56\|50841;2026-05-28\|15.96\|-0.50\|16.02\|16.24\|15.78\|20823;2026-05-29\|15.98\|0.13\|16.20\|16.23\|15.70\|27596;2026-06-01\|17.30\|8.26\|15.98\|17.58\|15.89\|111669;2026-06-02\|17.33\|0.17\|17.21\|17.35\|16.60\|62275;2026-06-03\|17.55\|1.27\|17.34\|17.98\|17.34\|48641;2026-06-04\|17.95\|2.28\|17.60\|18.48\|17.42\|52352;2026-06-05\|18.13\|1.00\|17.87\|18.18\|17.41\|36253;2026-06-08\|18.05\|-0.44\|17.80\|18.70\|17.70\|68021;2026-06-09\|18.35\|1.66\|18.24\|18.35\|17.73\|31768;2026-06-10\|18.60\|1.36\|18.12\|18.89\|18.07\|46616;2026-06-11\|18.70\|0.54\|18.60\|18.82\|17.91\|35427;2026-06-12\|18.24\|-2.46\|18.71\|18.71\|18.13\|32656;2026-06-15\|17.96\|-1.54\|18.34\|18.40\|17.60\|40680;2026-06-16\|17.33\|-3.51\|17.90\|17.90\|17.15\|38185;2026-06-17\|17.53\|1.15\|17.24\|17.76\|16.61\|48888;2026-06-18\|19.28\|9.98\|17.42\|19.28\|17.42\|96580;2026-06-22\|20.39\|5.76\|20.34\|20.69\|18.70\|163577;2026-06-23\|21.35\|4.71\|20.07\|21.49\|19.78\|124893;2026-06-24\|19.22\|-9.98\|20.51\|20.63\|19.22\|38717;2026-06-25\|17.30\|-9.99\|18.01\|18.26\|17.30\|58573;2026-06-26\|15.57\|-10.00\|16.07\|16.39\|15.57\|87023;2026-06-29\|14.01\|-10.02\|14.72\|14.90\|14.01\|106929;2026-06-30\|13.96\|-0.36\|13.84\|14.15\|13.71\|84981;2026-07-01\|14.06\|2.85\|13.84\|14.24\|13.44\|77289;2026-07-02\|13.61\|-3.20\|13.90\|14.18\|13.60\|60496;2026-07-03\|14.18\|4.19\|13.60\|14.48\|13.59\|69931;2026-07-06\|15.60\|10.01\|14.27\|15.60\|14.10\|54322;2026-07-07\|14.70\|-5.77\|15.55\|16.00\|14.61\|86279;2026-07-08\|13.96\|-5.03\|14.60\|14.90\|13.90\|47520;2026-07-09\|13.63\|-2.36\|14.09\|14.40\|13.41\|50120;2026-07-10\|13.64\|0.07\|13.55\|13.98\|13.37\|47759;2026-07-13\|14.35\|5.21\|13.64\|14.54\|13.13\|77308;2026-07-14\|14.08\|-1.88\|14.10\|14.10\|14.00\|778
112494		动物保健+剥离光伏+扭亏为盈行业原因：财信证券6月30日研报指出，当前生猪价格运行仍处于第7轮猪周期下行阶段的尾部区域，短期预计仍以底部震荡、磨底蓄势为主。中期来看，能繁母猪去化、新生仔猪同比转弱、政策产能调控强化及下半年消费旺季共同指向供需改善，猪价有望逐步开启上行修复趋势。公司原因： 1、据2025年年度报告及2026年6月11日互动易，公司已于2025年度完成控制权变更，并以0元对价剥离亏损的光伏胶膜子公司绿康玉山、绿康海宁及绿康新能，回归动保兽药主业，优化业务结构。 2、据2026年4月15日公告，公司2026年一季度实现归母净利润610.92万元，同比扭亏为盈。	5月13日起撤销退市风险警示及其他风险警示，公司当前核心业务为动保产品生产和销售	2026-03-04\|40.07\|-3.47\|40.00\|41.62\|39.80\|19430;2026-03-05\|42.07\|4.99\|40.54\|42.07\|40.54\|17667;2026-03-06\|42.12\|0.12\|43.03\|43.70\|41.20\|25421;2026-03-09\|40.90\|-2.90\|42.50\|42.54\|40.50\|22679;2026-03-10\|40.54\|-0.88\|40.93\|41.88\|40.08\|17625;2026-03-11\|40.70\|0.39\|40.46\|41.50\|40.06\|12296;2026-03-12\|40.44\|-0.64\|41.00\|41.00\|39.70\|14494;2026-03-13\|40.51\|0.17\|40.15\|41.20\|39.88\|10565;2026-03-16\|40.78\|0.67\|40.51\|42.47\|40.04\|12456;2026-03-17\|40.28\|-1.23\|41.20\|41.20\|40.21\|8221;2026-03-18\|40.29\|0.02\|40.28\|40.75\|40.02\|6646;2026-03-19\|39.12\|-2.90\|40.05\|40.23\|38.50\|12008;2026-03-20\|38.39\|-1.87\|39.12\|39.79\|38.29\|10872;2026-03-23\|37.00\|-3.62\|37.88\|38.30\|36.59\|15384;2026-03-24\|37.38\|1.03\|37.39\|37.78\|36.49\|13380;2026-03-25\|37.97\|1.58\|37.80\|38.86\|37.00\|11362;2026-03-26\|37.25\|-1.90\|38.44\|38.44\|37.08\|7230;2026-03-27\|38.07\|2.20\|36.99\|38.07\|36.56\|8405;2026-03-30\|37.75\|-0.84\|37.97\|39.06\|37.57\|10060;2026-03-31\|37.29\|-1.22\|37.75\|38.18\|37.14\|7343;2026-04-01\|37.33\|0.11\|37.62\|37.88\|37.01\|6476;2026-04-02\|37.43\|0.27\|37.10\|37.85\|37.08\|5034;2026-04-03\|37.37\|-0.16\|37.20\|37.84\|37.20\|5732;2026-04-07\|36.47\|-2.41\|37.14\|37.33\|36.45\|7887;2026-04-08\|37.75\|3.51\|36.93\|38.19\|36.28\|11196;2026-04-09\|37.98\|0.61\|37.75\|38.10\|37.05\|7409;2026-04-10\|39.23\|3.29\|37.99\|39.82\|37.99\|10547;2026-04-13\|40.00\|1.96\|39.30\|40.28\|38.51\|9594;2026-04-14\|41.42\|3.55\|40.12\|41.56\|40.12\|13050;2026-04-15\|40.10\|-3.19\|42.50\|42.59\|40.01\|14835;2026-04-16\|39.51\|-1.47\|40.10\|40.48\|39.02\|7800;2026-04-17\|40.60\|2.76\|39.65\|41.29\|39.15\|9376;2026-04-20\|40.16\|-1.08\|40.55\|40.58\|40.00\|8547;2026-04-21\|40.12\|-0.10\|40.16\|40.26\|39.55\|6904;2026-04-22\|39.64\|-1.20\|39.99\|39.99\|39.61\|5413;2026-04-23\|39.10\|-1.36\|39.51\|40.01\|39.01\|5594;2026-04-24\|38.72\|-0.97\|39.00\|39.00\|37.50\|7378;2026-04-27\|38.36\|-0.93\|38.68\|38.95\|38.10\|5488;2026-04-28\|38.59\|0.60\|38.36\|39.00\|38.08\|4694;2026-04-29\|38.34\|-0.65\|38.59\|38.88\|38.11\|10540;2026-04-30\|38.82\|1.25\|38.31\|39.20\|38.07\|10135;2026-05-06\|38.80\|-0.05\|39.60\|39.60\|38.21\|11355;2026-05-07\|38.45\|-0.90\|38.60\|38.97\|38.25\|10782;2026-05-08\|37.73\|-1.87\|38.23\|38.68\|37.69\|15331;2026-05-11\|36.87\|-2.28\|37.94\|37.94\|36.67\|17708;2026-05-13\|40.56\|10.01\|40.55\|40.56\|40.00\|14886;2026-05-14\|38.60\|-4.83\|44.47\|44.62\|37.98\|87006;2026-05-15\|36.34\|-5.85\|38.29\|38.29\|35.02\|38089;2026-05-18\|36.37\|0.08\|36.00\|36.68\|35.02\|20634;2026-05-19\|37.25\|2.42\|36.40\|38.80\|36.22\|24012;2026-05-20\|37.18\|-0.19\|37.24\|37.50\|36.22\|19539;2026-05-21\|37.00\|-0.48\|37.48\|38.50\|36.40\|25360;2026-05-22\|36.41\|-1.59\|36.67\|36.95\|36.38\|16425;2026-05-25\|33.65\|-7.58\|36.18\|36.18\|32.77\|44719;2026-05-26\|31.04\|-7.76\|34.00\|34.00\|30.29\|46762;2026-05-27\|30.71\|-1.06\|30.68\|32.04\|30.20\|28280;2026-05-28\|29.52\|-3.88\|31.00\|31.00\|29.00\|28845;2026-05-29\|28.47\|-3.56\|29.37\|29.70\|28.45\|27788;2026-06-01\|29.41\|3.30\|28.75\|31.32\|28.38\|48699;2026-06-02\|28.90\|-1.73\|29.70\|30.13\|28.51\|26469;2026-06-03\|28.10\|-2.77\|28.92\|28.92\|27.50\|26844;2026-06-04\|27.20\|-3.20\|28.64\|28.64\|26.92\|26608;2026-06-05\|27.28\|0.29\|27.00\|27.60\|26.41\|25236;2026-06-08\|26.52\|-2.79\|27.02\|27.18\|25.98\|20343;2026-06-09\|26.00\|-1.96\|26.80\|26.92\|25.70\|18910;2026-06-10\|25.50\|-1.92\|26.28\|26.28\|25.22\|16309;2026-06-11\|25.14\|-1.41\|25.11\|25.76\|24.95\|16016;2026-06-12\|26.29\|4.57\|25.17\|27.30\|25.17\|25350;2026-06-15\|26.27\|-0.08\|26.44\|27.65\|25.86\|25704;2026-06-16\|26.40\|0.49\|26.28\|26.88\|25.63\|21827;2026-06-17\|25.50\|-3.41\|26.42\|26.59\|25.48\|22127;2026-06-18\|24.83\|-2.63\|25.53\|25.53\|24.70\|17738;2026-06-22\|24.50\|-1.33\|24.83\|24.83\|23.50\|27668;2026-06-23\|25.05\|2.24\|24.99\|25.46\|24.28\|30653;2026-06-24\|24.23\|-3.27\|24.73\|25.34\|24.22\|18404;2026-06-25\|23.10\|-4.66\|24.20\|24.20\|22.83\|25353;2026-06-26\|22.48\|-2.68\|23.10\|23.12\|22.43\|16880;2026-06-29\|22.81\|1.47\|22.13\|22.95\|21.62\|32662;2026-06-30\|22.09\|-3.16\|23.75\|24.08\|21.81\|29775;2026-07-01\|24.30\|10.00\|22.07\|24.30\|22.07\|33586;2026-07-02\|23.89\|-1.69\|24.40\|25.03\|23.83\|42467;2026-07-03\|26.28\|10.00\|24.50\|26.28\|23.99\|16892;2026-07-06\|26.28\|0.00\|26.28\|27.25\|25.07\|58885;2026-07-07\|25.27\|-3.84\|25.80\|27.50\|25.03\|31020;2026-07-08\|23.71\|-6.17\|25.51\|25.51\|23.71\|28044;2026-07-09\|23.55\|-0.67\|23.54\|25.26\|23.25\|28119;2026-07-10\|24.38\|3.52\|23.43\|25.44\|23.15\|35787;2026-07-13\|23.76\|-2.54\|24.38\|25.00\|23.50\|23754;2026-07-14\|23.53\|-0.97\|23.48\|23.65\|23.48\|108
112493		涤纶长丝龙头+埃及建厂+一季报增长 1、据2026年4月17日年报，公司民用涤纶长丝产能885万吨，国内市场占有率超15%，规模产量居行业第二；涤纶短纤产能120万吨，同时拥有1100万吨PTA产能，一体化产业链优势显著。 2、据2026年4月17日年报及2026年5月13日业绩说明会，公司将稳步推进埃及基地建设项目，构建“国内+海外”双基地发展格局；截至2025年报表批准报出日，公司已就埃及36万吨/年功能性纤维项目支付保证金。 3、据2026年4月29日一季报，公司2026年一季度实现营业收入175.30亿元，同比增长20.42%；归母净利润3.68亿元，同比增长20.20%；据华安证券6月2日研报，一季度扣非净利润同比增长93.88%。	公司位居国内民用涤纶长丝行业前三，PTA产品基本为自用；公司主营业务为聚酯长短丝以及PTA，公司PTA实际总产能已达到500万吨，预计到2026年上半年，PTA产能将达到1000万吨	2026-03-04\|19.10\|-7.15\|19.65\|20.45\|19.08\|461342;2026-03-05\|19.08\|-0.10\|19.51\|19.73\|18.87\|288808;2026-03-06\|19.26\|0.94\|19.04\|19.80\|18.57\|406008;2026-03-09\|17.44\|-9.45\|19.00\|19.08\|17.33\|446875;2026-03-10\|18.40\|5.50\|17.85\|18.81\|17.73\|492612;2026-03-11\|19.12\|3.91\|18.40\|19.51\|18.22\|416924;2026-03-12\|18.20\|-4.81\|19.65\|19.66\|17.88\|390219;2026-03-13\|17.90\|-1.65\|18.03\|18.03\|17.33\|390001;2026-03-16\|17.36\|-3.02\|17.86\|18.08\|16.80\|437761;2026-03-17\|17.10\|-1.50\|17.30\|17.59\|17.00\|276460;2026-03-18\|17.11\|0.06\|17.05\|17.25\|16.72\|264746;2026-03-19\|15.78\|-7.77\|16.88\|17.14\|15.60\|554059;2026-03-20\|15.40\|-2.41\|15.80\|16.23\|15.30\|361857;2026-03-23\|15.86\|2.99\|15.22\|16.36\|15.00\|434902;2026-03-24\|16.31\|2.84\|16.11\|16.48\|15.81\|298462;2026-03-25\|16.72\|2.51\|16.62\|17.39\|16.62\|299405;2026-03-26\|16.72\|0.00\|16.57\|17.26\|16.51\|236562;2026-03-27\|16.88\|0.96\|16.52\|17.18\|16.44\|219194;2026-03-30\|17.06\|1.07\|16.68\|17.53\|16.62\|219920;2026-03-31\|16.74\|-1.88\|17.07\|17.20\|16.57\|169565;2026-04-01\|17.64\|5.38\|17.06\|17.99\|17.06\|312203;2026-04-02\|17.34\|-1.70\|17.58\|17.79\|17.22\|262348;2026-04-03\|16.84\|-2.88\|17.34\|17.44\|16.70\|181010;2026-04-07\|17.26\|2.49\|16.79\|17.72\|16.74\|264987;2026-04-08\|17.95\|4.00\|17.76\|18.52\|17.70\|335148;2026-04-09\|17.81\|-0.78\|17.74\|18.05\|17.57\|159988;2026-04-10\|17.78\|-0.17\|17.62\|18.06\|17.49\|202721;2026-04-13\|17.06\|-4.05\|17.60\|17.75\|16.87\|240019;2026-04-14\|17.47\|2.40\|17.47\|17.99\|16.71\|234193;2026-04-15\|17.72\|1.43\|17.99\|17.99\|17.30\|178648;2026-04-16\|17.97\|1.41\|17.68\|18.30\|17.57\|149913;2026-04-17\|16.78\|-6.62\|17.73\|17.80\|16.52\|410456;2026-04-20\|16.84\|0.36\|16.94\|17.25\|16.34\|244573;2026-04-21\|17.41\|3.38\|16.83\|17.79\|16.40\|204299;2026-04-22\|17.30\|-0.63\|17.53\|17.67\|17.14\|141508;2026-04-23\|17.07\|-1.33\|17.35\|17.48\|16.97\|161894;2026-04-24\|17.05\|-0.12\|17.06\|17.28\|16.81\|106089;2026-04-27\|17.14\|0.53\|17.20\|17.42\|16.93\|106182;2026-04-28\|17.62\|2.80\|17.15\|17.76\|16.88\|148372;2026-04-29\|18.41\|4.48\|18.19\|18.62\|17.31\|317124;2026-04-30\|18.52\|0.60\|18.45\|18.80\|18.23\|206492;2026-05-06\|19.04\|2.81\|18.59\|19.28\|18.48\|298523;2026-05-07\|18.25\|-4.15\|19.04\|19.07\|18.05\|300197;2026-05-08\|18.17\|-0.44\|18.31\|18.45\|17.87\|177224;2026-05-11\|18.28\|0.61\|18.16\|18.80\|18.04\|186999;2026-05-12\|17.68\|-3.28\|18.31\|18.50\|17.60\|219983;2026-05-13\|17.14\|-3.05\|17.68\|17.84\|16.61\|279576;2026-05-14\|17.01\|-0.76\|17.12\|17.68\|16.94\|194705;2026-05-15\|17.03\|0.12\|17.00\|17.30\|16.85\|168610;2026-05-18\|16.62\|-2.41\|16.85\|17.10\|16.34\|206408;2026-05-19\|16.69\|0.42\|16.80\|17.20\|16.51\|162437;2026-05-20\|17.24\|3.30\|16.72\|17.72\|16.67\|240880;2026-05-21\|16.61\|-3.65\|17.20\|17.56\|16.61\|164816;2026-05-22\|16.65\|0.24\|16.81\|16.85\|16.41\|121078;2026-05-25\|16.50\|-0.90\|16.74\|17.32\|16.47\|145511;2026-05-26\|17.54\|6.30\|16.49\|17.66\|16.32\|210348;2026-05-27\|17.59\|0.29\|17.47\|17.78\|16.91\|192165;2026-05-28\|17.42\|-0.97\|17.56\|18.07\|17.27\|199934;2026-05-29\|16.98\|-2.53\|17.36\|17.64\|16.64\|217236;2026-06-01\|18.00\|6.01\|16.98\|18.68\|16.30\|464121;2026-06-02\|18.59\|3.28\|18.05\|18.84\|17.59\|327049;2026-06-03\|19.53\|5.06\|18.80\|19.71\|18.11\|366966;2026-06-04\|19.51\|-0.10\|19.38\|19.69\|18.60\|263036;2026-06-05\|20.33\|4.20\|19.48\|21.12\|19.23\|281245;2026-06-08\|19.10\|-6.05\|19.61\|20.25\|19.05\|270077;2026-06-09\|19.50\|2.09\|19.26\|19.75\|18.65\|263419;2026-06-10\|19.45\|-0.26\|18.97\|19.89\|18.08\|398426;2026-06-11\|18.33\|-5.76\|19.17\|19.63\|17.90\|338065;2026-06-12\|20.16\|9.98\|18.84\|20.16\|18.40\|274204;2026-06-15\|21.35\|5.90\|20.76\|22.18\|20.57\|585780;2026-06-16\|21.75\|1.87\|20.91\|22.98\|20.51\|589517;2026-06-17\|20.60\|-5.29\|21.20\|21.99\|20.50\|508999;2026-06-18\|20.01\|-2.86\|20.40\|20.81\|19.62\|405518;2026-06-22\|21.73\|8.60\|19.82\|21.91\|19.54\|350209;2026-06-23\|21.07\|-3.04\|21.12\|22.22\|21.00\|247140;2026-06-24\|21.70\|3.98\|20.98\|22.39\|20.59\|303981;2026-06-25\|22.13\|1.98\|21.50\|22.29\|21.05\|283414;2026-06-26\|21.21\|-4.16\|22.13\|22.45\|20.95\|236733;2026-06-29\|20.57\|-3.02\|21.18\|21.19\|20.11\|225730;2026-06-30\|19.65\|-4.47\|20.49\|20.49\|19.35\|224170;2026-07-01\|21.28\|8.30\|19.99\|21.35\|19.44\|314053;2026-07-02\|21.65\|1.74\|21.00\|21.73\|20.50\|349082;2026-07-03\|19.80\|-8.54\|21.45\|22.13\|19.49\|441049;2026-07-06\|20.29\|2.47\|19.84\|20.96\|19.49\|303738;2026-07-07\|19.08\|-5.96\|19.43\|20.48\|18.82\|357343;2026-07-08\|18.34\|-3.88\|18.99\|19.35\|18.30\|256730;2026-07-09\|17.95\|-2.13\|18.24\|18.52\|17.25\|229386;2026-07-10\|17.60\|-1.95\|17.88\|18.19\|17.60\|186995;2026-07-13\|17.11\|-2.78\|17.40\|17.80\|16.91\|200925;2026-07-14\|17.09\|-0.12\|16.91\|17.10\|16.91\|2159

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