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
127381		控制权拟变更+装配式厨卫+越南制造 1、据2026年8月22日控制权拟发生变更提示性公告，中馀投资拟向博泰车联转让1.292亿股，占总股本20%；完成后博泰车联将成为控股股东，应臻恺将成为实际控制人。 2、据2026年6月11日投资者关系活动记录表，公司以装配式整装厨卫为核心布局内装工业化全产业链，产品覆盖高档卫生洁具、陶瓷、浴缸、淋浴房、浴室柜及瓷砖等。 3、据2026年6月11日投资者关系活动记录表，公司在越南建设生产基地，形成中国工厂服务国内及欧洲市场、越南工厂服务美国及后续RCEP成员国市场的产能格局。	公司主营业务聚焦在卫浴及厨房产品整组龙头及部品部件的制造服务与销售，控股股东拟变更为博泰车联	2026-06-29\|3.43\|-1.44\|3.46\|3.50\|3.33\|194163;2026-06-30\|3.48\|1.46\|3.43\|3.65\|3.38\|189639;2026-07-01\|3.62\|4.02\|3.47\|3.65\|3.40\|215615;2026-07-02\|3.66\|1.10\|3.60\|3.76\|3.58\|184321;2026-07-03\|3.62\|-1.09\|3.65\|3.70\|3.52\|182479;2026-07-06\|3.54\|-2.21\|3.64\|3.67\|3.50\|132434;2026-07-07\|3.72\|5.08\|3.55\|3.84\|3.53\|433255;2026-07-08\|3.74\|0.54\|3.69\|3.93\|3.65\|356549;2026-07-09\|3.71\|-0.80\|3.73\|3.85\|3.61\|264444;2026-07-10\|3.80\|2.43\|3.72\|3.84\|3.68\|224945;2026-07-13\|3.70\|-2.63\|3.78\|3.80\|3.63\|186368;2026-07-14\|3.76\|1.62\|3.71\|3.78\|3.66\|151733;2026-07-15\|3.67\|-2.39\|3.75\|3.83\|3.63\|137192;2026-07-16\|3.69\|0.55\|3.65\|3.75\|3.60\|183331;2026-07-17\|3.41\|-7.59\|3.66\|3.68\|3.38\|194613;2026-07-20\|3.37\|-1.17\|3.42\|3.55\|3.25\|188748;2026-07-21\|3.23\|-4.15\|3.38\|3.38\|3.03\|311056;2026-07-22\|3.22\|-0.31\|3.15\|3.28\|3.11\|149618;2026-07-23\|3.35\|4.04\|3.22\|3.38\|3.18\|181131;2026-07-24\|3.26\|-2.69\|3.31\|3.35\|3.18\|149444;2026-07-27\|3.32\|1.84\|3.24\|3.35\|3.20\|121712;2026-07-28\|3.36\|1.20\|3.31\|3.43\|3.31\|119939;2026-07-29\|3.44\|2.38\|3.39\|3.51\|3.38\|150935;2026-07-30\|3.37\|-2.03\|3.43\|3.52\|3.35\|151889;2026-07-31\|3.49\|3.56\|3.43\|3.59\|3.40\|212360;2026-08-03\|3.49\|0.00\|3.48\|3.56\|3.41\|177724;2026-08-04\|3.52\|0.86\|3.50\|3.57\|3.48\|162922;2026-08-05\|3.51\|-0.28\|3.53\|3.60\|3.49\|160110;2026-08-06\|3.54\|0.85\|3.51\|3.58\|3.49\|155012;2026-08-07\|3.48\|-1.69\|3.54\|3.58\|3.43\|188284;2026-08-10\|3.57\|2.59\|3.48\|3.58\|3.46\|310078;2026-08-11\|3.40\|-4.76\|3.56\|3.58\|3.38\|432704;2026-08-12\|3.43\|0.88\|3.40\|3.47\|3.30\|265965;2026-08-13\|3.38\|-1.46\|3.45\|3.47\|3.36\|194354;2026-08-14\|3.59\|6.21\|3.39\|3.65\|3.26\|499072;2026-08-24\|3.95\|10.03\|3.95\|3.95\|3.95\|48853;2026-08-25\|4.35\|10.13\|4.35\|4.35\|4.35\|25552;2026-08-26\|4.79\|10.11\|4.79\|4.79\|4.79\|33275;2026-08-27\|5.27\|10.02\|5.27\|5.27\|5.27\|52455;2026-08-28\|5.80\|10.06\|5.80\|5.80\|5.80\|67245;2026-08-31\|6.38\|10.00\|6.38\|6.38\|6.38\|62442;2026-09-01\|7.02\|10.03\|7.02\|7.02\|7.02\|890110;2026-09-02\|7.12\|1.42\|7.08\|7.55\|6.88\|2144431;2026-09-03\|6.91\|-2.95\|7.02\|7.24\|6.50\|1582998;2026-09-04\|7.10\|2.75\|6.85\|7.10\|6.68\|1337086;2026-09-07\|7.25\|2.11\|7.10\|7.37\|6.50\|1635257;2026-09-08\|6.80\|-6.21\|7.35\|7.35\|6.73\|1311154;2026-09-09\|6.12\|-10.00\|6.80\|6.92\|6.12\|1293633;2026-09-10\|5.52\|-9.80\|5.90\|5.99\|5.52\|1412489;2026-09-11\|5.40\|-2.17\|5.63\|5.93\|5.36\|1165203;2026-09-14\|5.38\|-0.37\|5.36\|5.53\|5.13\|1064369;2026-09-15\|5.13\|-4.65\|5.25\|5.48\|5.04\|964366;2026-09-16\|5.39\|5.07\|5.30\|5.46\|5.17\|843311;2026-09-17\|5.40\|0.19\|5.26\|5.50\|5.14\|706791;2026-09-18\|5.56\|2.96\|5.45\|5.84\|5.36\|881835;2026-09-21\|6.12\|10.07\|5.62\|6.12\|5.62\|555920;2026-09-22\|6.40\|4.58\|6.13\|6.67\|5.89\|1523374;2026-09-23\|6.47\|1.09\|6.30\|6.60\|6.18\|1250935;2026-09-24\|6.44\|-0.46\|6.55\|6.89\|6.23\|1073710;2026-09-28\|5.80\|-9.94\|6.32\|6.40\|5.80\|857648;2026-09-29\|5.80\|0.00\|5.80\|6.01\|5.71\|913399;2026-09-30\|5.74\|-1.03\|5.80\|5.92\|5.66\|578954;2026-10-08\|5.54\|-3.48\|5.70\|5.81\|5.44\|448785;2026-10-09\|5.58\|0.72\|5.48\|5.64\|5.23\|535496;2026-10-12\|5.25\|-5.91\|5.62\|5.68\|5.23\|475888;2026-10-13\|5.24\|-0.19\|5.18\|5.26\|4.90\|554919;2026-10-14\|5.02\|-4.20\|5.21\|5.25\|5.01\|347416;2026-10-15\|4.77\|-4.98\|5.02\|5.02\|4.73\|397142;2026-10-16\|4.71\|-1.26\|4.84\|4.92\|4.68\|396247;2026-10-19\|4.54\|-3.61\|4.68\|4.68\|4.31\|413066;2026-10-20\|4.61\|1.54\|4.50\|4.68\|4.49\|300786;2026-10-21\|4.61\|0.00\|4.65\|4.70\|4.57\|277865;2026-10-22\|4.38\|-4.99\|4.57\|4.63\|4.38\|284409;2026-10-23\|4.40\|0.46\|4.39\|4.43\|4.08\|391348;2026-10-26\|4.39\|-0.23\|4.33\|4.47\|4.29\|270838;2026-10-27\|4.24\|-3.42\|4.40\|4.45\|4.23\|236064;2026-10-28\|4.22\|-0.47\|4.24\|4.28\|4.14\|229991;2026-10-29\|4.08\|-3.32\|4.22\|4.26\|4.07\|191146;2026-10-30\|3.86\|-5.39\|3.98\|4.12\|3.84\|274609;2026-11-02\|3.96\|2.59\|3.87\|3.98\|3.72\|315981;2026-11-03\|3.98\|0.51\|4.02\|4.13\|3.90\|305504;2026-11-04\|4.05\|1.76\|3.99\|4.05\|3.76\|393329;2026-11-05\|4.18\|3.21\|3.95\|4.19\|3.92\|306233;2026-11-06\|4.06\|-2.87\|4.06\|4.12\|3.92\|278273
127380		环保过滤+机织滤布+增持贷款 1、据2026年4月28日年报，公司机织滤布和滤袋产品具备不同过滤精度和效果，作为过滤设备的关键过滤部件，用于化工、冶金、矿山、食品、新能源、制药、环境保护等行业的污/废水固液分离过滤，或可用于生产过程中提取固体物质或液体纯化，即固液分离过滤。 2、据2026年4月28日年报，报告期内，公司通过设立控股子公司浙江严捷新材料有限公司，收购浙江天台捷融新材料有限公司的经营性资产业务，进入消费品用滤网与高通气性材料领域，研发和生产PLA、PA、PET滤布及各类过滤袋产品，主要应用于袋泡茶包材，以及电子电器、医疗、生物、印刷等多种产业领域。 3、据2025年7月9日公告及2026年4月28日年报，控股股东一致行动人友凤投资获建行专项贷款增持，计划6个月内实施，金额不低于5600万元。	公司专注于在全球范围提供环保用过滤布和袋等工业过滤关键部件和材料，是我国“过滤分离”材料的主要供应商之一	2026-06-29\|13.28\|-1.04\|13.43\|13.56\|12.98\|53603;2026-06-30\|13.68\|3.01\|13.02\|13.88\|13.02\|36499;2026-07-01\|14.37\|5.04\|14.01\|14.75\|13.47\|56824;2026-07-02\|14.57\|1.39\|14.38\|15.29\|14.25\|63555;2026-07-03\|14.97\|2.75\|14.75\|15.29\|14.40\|52926;2026-07-06\|14.76\|-1.40\|15.26\|15.54\|14.60\|40571;2026-07-07\|14.42\|-2.30\|14.76\|15.24\|14.27\|35560;2026-07-08\|13.60\|-5.69\|14.30\|14.44\|13.55\|42047;2026-07-09\|13.13\|-3.46\|13.60\|13.79\|12.60\|46837;2026-07-10\|13.18\|0.38\|12.90\|13.59\|12.67\|57415;2026-07-13\|12.27\|-6.90\|13.30\|13.30\|12.12\|42365;2026-07-14\|12.51\|1.96\|12.27\|12.58\|11.98\|41438;2026-07-15\|12.45\|-0.48\|12.60\|12.82\|12.22\|36455;2026-07-16\|12.30\|-1.20\|12.31\|12.63\|12.04\|29580;2026-07-17\|11.26\|-8.46\|12.33\|12.36\|11.08\|56747;2026-07-20\|10.28\|-8.70\|11.44\|11.57\|10.01\|68887;2026-07-21\|10.82\|5.25\|10.50\|11.00\|9.12\|99455;2026-07-22\|10.47\|-3.23\|10.74\|10.94\|10.39\|61728;2026-07-23\|10.98\|4.87\|10.54\|11.08\|10.28\|53080;2026-07-24\|10.56\|-3.83\|11.10\|11.10\|10.44\|35873;2026-07-27\|10.92\|3.41\|10.42\|11.10\|10.42\|32673;2026-07-28\|10.62\|-2.75\|10.98\|11.06\|10.57\|33594;2026-07-29\|10.65\|0.28\|10.72\|10.80\|10.40\|39483;2026-07-30\|10.41\|-2.25\|10.72\|10.83\|10.11\|51250;2026-07-31\|10.71\|2.88\|10.58\|11.20\|10.46\|49588;2026-08-03\|11.24\|4.95\|10.84\|11.55\|10.76\|65305;2026-08-04\|11.52\|2.49\|11.29\|11.72\|11.18\|48286;2026-08-05\|11.90\|3.30\|11.47\|11.95\|11.47\|38560;2026-08-06\|12.34\|3.70\|12.32\|12.40\|11.91\|45019;2026-08-07\|12.18\|-1.30\|12.28\|12.34\|11.74\|34396;2026-08-10\|12.31\|1.07\|12.20\|12.44\|12.00\|22903;2026-08-11\|12.50\|1.54\|12.20\|12.50\|12.01\|24017;2026-08-12\|12.47\|-0.24\|12.48\|12.57\|12.30\|22445;2026-08-13\|12.18\|-2.33\|12.43\|12.54\|12.10\|25433;2026-08-14\|12.47\|2.38\|12.20\|12.58\|12.01\|40992;2026-08-17\|12.85\|3.05\|12.47\|13.06\|12.30\|55626;2026-08-18\|12.52\|-2.57\|12.80\|12.96\|12.38\|36981;2026-08-19\|11.95\|-4.55\|12.46\|12.50\|11.89\|35109;2026-08-20\|13.47\|12.72\|12.01\|13.65\|11.88\|82398;2026-08-21\|13.38\|-0.67\|13.37\|13.56\|12.90\|90353;2026-08-24\|14.94\|11.66\|14.21\|14.94\|13.66\|140169;2026-08-25\|13.67\|-8.50\|15.18\|15.24\|13.42\|127700;2026-08-26\|14.04\|2.71\|13.60\|14.18\|13.20\|103722;2026-08-27\|14.10\|0.43\|13.93\|14.75\|13.80\|86686;2026-08-28\|14.17\|0.50\|14.35\|14.42\|13.94\|55920;2026-08-31\|15.56\|9.81\|13.92\|15.69\|13.92\|94022;2026-09-01\|16.01\|2.89\|15.56\|16.14\|15.56\|74070;2026-09-02\|15.89\|-0.75\|15.76\|16.00\|15.59\|44690;2026-09-03\|15.90\|0.06\|16.01\|16.09\|15.70\|44216;2026-09-04\|15.92\|0.13\|16.06\|16.42\|15.76\|54009;2026-09-07\|15.74\|-1.13\|15.94\|15.94\|15.14\|67380;2026-09-08\|15.65\|-0.57\|15.90\|15.96\|15.26\|53348;2026-09-09\|16.48\|5.30\|15.63\|16.62\|15.52\|79884;2026-09-10\|16.03\|-2.73\|16.17\|16.47\|15.77\|66861;2026-09-11\|16.30\|1.68\|16.01\|16.44\|15.62\|65185;2026-09-14\|16.79\|3.01\|16.12\|16.90\|16.08\|63343;2026-09-15\|16.27\|-3.10\|16.54\|17.17\|16.22\|60146;2026-09-16\|16.76\|3.01\|16.31\|16.98\|15.85\|61332;2026-09-17\|16.77\|0.06\|16.67\|16.95\|16.08\|77867;2026-09-18\|17.55\|4.65\|16.87\|17.74\|16.87\|81598;2026-09-21\|17.73\|1.03\|17.54\|18.38\|16.90\|107781;2026-09-22\|16.97\|-4.29\|17.67\|17.93\|16.62\|99752;2026-09-23\|16.91\|-0.35\|16.90\|17.14\|16.63\|49629;2026-09-24\|16.60\|-1.83\|16.92\|17.12\|16.40\|44842;2026-09-28\|17.59\|5.96\|16.60\|18.35\|16.60\|105029;2026-09-29\|18.78\|6.77\|17.51\|18.98\|17.07\|129301;2026-09-30\|17.67\|-5.91\|18.50\|18.77\|17.34\|118514;2026-10-08\|19.21\|8.72\|17.60\|19.44\|16.88\|130972;2026-10-09\|19.36\|0.78\|19.54\|19.65\|18.57\|107050;2026-10-12\|18.65\|-3.67\|19.35\|19.36\|18.06\|86150;2026-10-13\|19.98\|7.13\|18.40\|20.80\|18.08\|108121;2026-10-14\|19.02\|-4.80\|19.40\|20.18\|19.02\|92674;2026-10-15\|18.30\|-3.79\|18.84\|19.09\|18.10\|71492;2026-10-16\|18.21\|-0.49\|18.54\|18.95\|17.91\|74639;2026-10-19\|18.59\|2.09\|18.01\|19.10\|17.70\|83270;2026-10-20\|18.30\|-1.56\|18.64\|18.90\|18.13\|48976;2026-10-21\|17.64\|-3.61\|18.21\|18.63\|17.37\|80901;2026-10-22\|17.29\|-1.98\|17.89\|17.89\|16.92\|67463;2026-10-23\|17.82\|3.07\|17.01\|17.88\|16.47\|72225;2026-10-26\|17.33\|-2.75\|17.62\|18.02\|17.24\|39574;2026-10-27\|16.80\|-3.06\|17.36\|17.66\|16.78\|30239;2026-10-28\|17.57\|4.58\|17.12\|17.59\|16.57\|45717;2026-10-29\|17.19\|-2.16\|17.55\|17.58\|16.98\|34467;2026-10-30\|16.45\|-4.30\|16.93\|17.86\|16.40\|54140;2026-11-02\|16.58\|0.79\|16.60\|16.75\|15.75\|34066;2026-11-03\|15.16\|-8.56\|16.58\|16.67\|15.00\|62210;2026-11-04\|16.54\|9.10\|15.23\|16.66\|15.04\|64392;2026-11-05\|17.12\|3.51\|16.23\|17.36\|16.23\|47139;2026-11-06\|17.28\|0.93\|16.63\|17.64\|16.46\|50065
127379	广期所碳酸锂主力合约站上16.2万元/吨		公司日本子公司研发的固态电池产品已通过针刺试验	2026-06-29\|29.56\|-1.17\|29.81\|30.54\|28.52\|84914;2026-06-30\|30.40\|2.84\|29.50\|30.55\|28.92\|49600;2026-07-01\|30.76\|1.18\|30.50\|31.68\|30.16\|56069;2026-07-02\|30.54\|-0.72\|30.27\|32.00\|30.00\|64023;2026-07-03\|31.24\|2.29\|30.78\|32.08\|30.77\|54963;2026-07-06\|30.06\|-3.78\|31.30\|32.39\|29.92\|66855;2026-07-07\|27.80\|-7.52\|30.00\|30.49\|27.61\|81362;2026-07-08\|26.54\|-4.53\|27.88\|28.16\|26.53\|53286;2026-07-09\|26.18\|-1.36\|26.73\|27.21\|25.30\|55234;2026-07-10\|25.41\|-2.94\|26.18\|26.87\|25.40\|51321;2026-07-13\|24.15\|-4.96\|25.45\|26.12\|24.00\|57914;2026-07-14\|24.99\|3.48\|24.17\|25.07\|23.37\|53591;2026-07-15\|24.60\|-1.56\|25.09\|25.15\|24.20\|40868;2026-07-16\|23.90\|-2.85\|24.60\|24.82\|23.79\|35938;2026-07-17\|22.86\|-4.35\|23.88\|24.26\|22.50\|51695;2026-07-20\|21.17\|-7.39\|22.98\|23.32\|20.75\|70398;2026-07-21\|21.64\|2.22\|21.60\|21.82\|19.96\|71508;2026-07-22\|20.63\|-4.67\|21.38\|21.75\|20.54\|44607;2026-07-23\|21.28\|3.15\|20.73\|21.32\|20.50\|45536;2026-07-24\|20.52\|-3.57\|21.00\|21.17\|20.33\|33015;2026-07-27\|21.31\|3.85\|20.52\|21.31\|20.52\|37687;2026-07-28\|20.76\|-2.58\|21.10\|21.68\|20.64\|38675;2026-07-29\|20.99\|1.11\|20.70\|21.19\|20.15\|50835;2026-07-30\|20.23\|-3.62\|20.95\|20.95\|19.96\|47610;2026-07-31\|20.76\|2.62\|20.63\|21.22\|20.55\|44451;2026-08-03\|21.02\|1.25\|20.77\|21.13\|20.61\|35049;2026-08-04\|21.34\|1.52\|21.10\|21.57\|21.10\|40230;2026-08-05\|22.23\|4.17\|21.48\|22.48\|21.42\|52075;2026-08-06\|22.27\|0.18\|22.20\|22.45\|21.85\|40147;2026-08-07\|22.32\|0.22\|22.30\|22.36\|21.67\|36881;2026-08-10\|22.62\|1.34\|22.47\|22.65\|21.96\|37281;2026-08-11\|22.96\|1.50\|22.70\|23.43\|22.51\|52434;2026-08-12\|23.09\|0.57\|22.83\|23.29\|22.83\|32124;2026-08-13\|22.30\|-3.42\|23.03\|23.14\|22.30\|39506;2026-08-14\|22.32\|0.09\|22.40\|22.60\|22.12\|26238;2026-08-17\|22.94\|2.78\|22.41\|22.96\|22.24\|34010;2026-08-18\|22.57\|-1.61\|22.82\|22.84\|22.20\|27577;2026-08-19\|21.52\|-4.65\|22.50\|22.51\|21.45\|40790;2026-08-20\|21.75\|1.07\|21.80\|21.89\|21.46\|22939;2026-08-21\|21.91\|0.74\|21.78\|22.01\|21.17\|26983;2026-08-24\|24.50\|11.82\|22.09\|24.51\|21.89\|150388;2026-08-25\|24.59\|0.37\|24.39\|24.89\|23.70\|131640;2026-08-26\|25.47\|3.58\|24.71\|25.75\|24.16\|119125;2026-08-27\|26.90\|5.61\|25.47\|27.18\|25.31\|121170;2026-08-28\|27.70\|2.97\|26.58\|29.23\|26.50\|126240;2026-08-31\|27.71\|0.04\|27.90\|27.90\|27.06\|89326;2026-09-01\|27.29\|-1.52\|27.59\|27.97\|27.10\|63825;2026-09-02\|27.11\|-0.66\|27.03\|27.35\|26.70\|56601;2026-09-03\|27.38\|1.00\|27.21\|27.72\|27.12\|43562;2026-09-04\|26.65\|-2.67\|27.39\|27.69\|26.41\|48848;2026-09-07\|27.08\|1.61\|26.77\|27.22\|26.36\|36516;2026-09-08\|26.57\|-1.88\|27.23\|27.35\|26.46\|32909;2026-09-09\|26.56\|-0.04\|26.38\|26.94\|26.38\|24111;2026-09-10\|27.80\|4.67\|28.68\|29.80\|26.90\|152012;2026-09-11\|28.85\|3.78\|27.21\|29.22\|26.73\|121784;2026-09-14\|28.68\|-0.59\|28.85\|28.85\|27.60\|73482;2026-09-15\|28.04\|-2.23\|28.61\|29.09\|27.84\|52983;2026-09-16\|30.50\|8.77\|27.99\|30.75\|27.94\|106735;2026-09-17\|30.24\|-0.85\|30.21\|30.43\|29.59\|63727;2026-09-18\|30.45\|0.69\|30.40\|30.77\|30.26\|50899;2026-09-21\|34.80\|14.29\|30.50\|34.94\|30.44\|212580;2026-09-22\|34.97\|0.49\|34.80\|36.39\|34.68\|150329;2026-09-23\|36.43\|4.17\|35.10\|37.25\|34.57\|125051;2026-09-24\|36.36\|-0.19\|36.43\|37.17\|35.56\|109380;2026-09-28\|36.07\|-0.80\|36.71\|37.24\|35.70\|116529;2026-09-29\|38.31\|6.21\|36.40\|38.68\|35.90\|157444;2026-09-30\|36.75\|-4.07\|38.18\|38.30\|35.02\|162068;2026-10-08\|36.85\|0.27\|37.50\|38.18\|36.41\|106545;2026-10-09\|35.85\|-2.71\|36.90\|37.26\|34.35\|129585;2026-10-12\|35.80\|-0.14\|35.85\|36.42\|34.25\|88969;2026-10-13\|36.05\|0.70\|35.38\|36.40\|34.69\|91222;2026-10-14\|35.80\|-0.69\|35.93\|37.26\|35.50\|68406;2026-10-15\|34.96\|-2.35\|35.16\|36.68\|34.66\|74543;2026-10-16\|35.68\|2.06\|35.22\|36.50\|34.45\|79416;2026-10-19\|34.14\|-4.32\|35.00\|35.48\|30.69\|135312;2026-10-20\|36.61\|7.23\|34.00\|37.18\|33.66\|102009;2026-10-21\|35.77\|-2.29\|36.24\|36.92\|35.51\|69533;2026-10-22\|33.50\|-6.35\|35.75\|36.20\|33.37\|64432;2026-10-23\|34.52\|3.04\|33.25\|34.85\|31.30\|78567;2026-10-26\|38.85\|12.54\|34.42\|39.80\|33.96\|169138;2026-10-27\|38.60\|-0.64\|38.57\|41.94\|38.41\|171527;2026-10-28\|42.60\|10.36\|39.55\|44.17\|38.00\|198432;2026-10-29\|39.50\|-7.28\|41.49\|41.83\|38.86\|154079;2026-10-30\|38.17\|-3.37\|37.99\|40.06\|36.88\|151430;2026-11-02\|36.94\|-3.22\|38.02\|38.42\|34.60\|131511;2026-11-03\|35.23\|-4.63\|36.80\|37.35\|34.80\|90116;2026-11-04\|37.77\|7.21\|35.11\|38.75\|33.80\|127436;2026-11-05\|39.83\|5.45\|37.76\|40.25\|36.56\|124570;2026-11-06\|42.51\|6.73\|37.83\|44.90\|37.23\|209402
127378		液冷算力+燃料油深加工+项目投资 1、据2026年6月15日投资者关系活动记录表，公司设立全资子公司无锡极致液冷，已购置服务器等设施设备用于开展智算服务及相关业务，目前相关业务正在有序开展中，并已实现盈利。 2、据2026年6月15日投资者关系活动记录表，公司专注于燃料油深加工细分领域，致力于特种油燃料油的技术研发及创新，下游覆盖日化、纺织、精密机械、国际船舶加注等领域。 3、据2026年7月8日公告，公司全资子公司拟投资建设40万吨/年环保芳烃油加氢装置产品升级及新建12万吨/年特种油加氢精制单元项目，总投资预计2.8亿元，旨在实现浸没式冷却液的产业化。	1、公司主营特种油、燃料油深加工，具备民营炼厂中稀缺的保税高硫燃料油经营资质； 2、全资子公司无锡极致液冷科技主要产品为GPU算力服务器液冷系统、算力中心机房液冷组件、液冷油、冷却液、液冷机柜（冷板及浸没式）、冷却塔室外冷机等热管理整体系统	2026-06-29\|11.62\|-2.76\|12.00\|12.05\|11.40\|71227;2026-06-30\|11.71\|0.77\|11.76\|11.89\|11.40\|53761;2026-07-01\|12.20\|4.18\|12.02\|12.22\|11.62\|75847;2026-07-02\|11.92\|-2.30\|11.97\|12.47\|11.76\|82462;2026-07-03\|11.94\|0.17\|12.10\|12.15\|11.82\|59616;2026-07-06\|12.00\|0.50\|11.90\|12.11\|11.65\|62903;2026-07-07\|11.93\|-0.58\|11.95\|12.15\|11.73\|82928;2026-07-08\|11.90\|-0.25\|12.00\|12.28\|11.49\|79505;2026-07-09\|11.36\|-4.54\|12.00\|12.16\|11.08\|99540;2026-07-10\|11.50\|1.23\|11.21\|11.92\|11.00\|86925;2026-07-13\|11.48\|-0.17\|11.50\|12.18\|11.40\|108788;2026-07-14\|11.95\|4.09\|11.44\|12.06\|11.38\|114423;2026-07-15\|11.20\|-6.28\|11.71\|11.74\|11.17\|100035;2026-07-16\|11.18\|-0.18\|11.16\|11.38\|11.00\|60890;2026-07-17\|10.43\|-6.71\|11.13\|11.41\|10.33\|84250;2026-07-20\|10.43\|0.00\|10.60\|11.19\|10.21\|107333;2026-07-21\|10.11\|-3.07\|10.25\|10.41\|9.32\|127211;2026-07-22\|9.99\|-1.19\|10.01\|10.31\|9.91\|81632;2026-07-23\|10.49\|5.00\|10.00\|10.54\|9.97\|73710;2026-07-24\|9.94\|-5.24\|10.82\|11.12\|9.89\|108897;2026-07-27\|10.05\|1.11\|9.61\|10.11\|9.50\|84329;2026-07-28\|10.00\|-0.50\|9.92\|10.20\|9.82\|66972;2026-07-29\|10.20\|2.00\|10.11\|10.27\|9.90\|70960;2026-07-30\|9.80\|-3.92\|10.30\|10.46\|9.76\|83118;2026-07-31\|10.02\|2.24\|9.70\|10.15\|9.69\|66975;2026-08-03\|10.51\|4.89\|10.03\|10.58\|9.93\|92448;2026-08-04\|10.64\|1.24\|10.52\|10.70\|10.35\|65371;2026-08-05\|10.84\|1.88\|10.63\|10.85\|10.52\|53198;2026-08-06\|10.95\|1.01\|10.84\|11.08\|10.70\|58998;2026-08-07\|10.81\|-1.28\|11.00\|11.01\|10.61\|51785;2026-08-10\|10.81\|0.00\|10.80\|10.84\|10.58\|40120;2026-08-11\|10.81\|0.00\|10.89\|10.90\|10.61\|39646;2026-08-12\|10.92\|1.02\|10.73\|10.94\|10.71\|44317;2026-08-13\|10.62\|-2.75\|10.98\|11.15\|10.61\|59239;2026-08-14\|10.59\|-0.28\|10.60\|10.69\|10.45\|37083;2026-08-17\|10.82\|2.17\|10.64\|10.86\|10.42\|49258;2026-08-18\|10.88\|0.55\|10.84\|11.13\|10.72\|73148;2026-08-19\|10.45\|-3.95\|10.89\|10.98\|10.41\|69626;2026-08-20\|10.39\|-0.57\|10.45\|10.63\|10.33\|47308;2026-08-21\|12.47\|20.02\|10.37\|12.47\|10.32\|190908;2026-08-24\|14.12\|13.23\|12.00\|14.20\|11.63\|430182;2026-08-25\|12.97\|-8.14\|13.96\|14.08\|12.58\|324256;2026-08-26\|12.77\|-1.54\|12.70\|12.96\|12.45\|264444;2026-08-27\|12.67\|-0.78\|12.60\|12.95\|12.50\|197537;2026-08-28\|12.84\|1.34\|12.57\|12.92\|12.45\|193497;2026-08-31\|12.83\|-0.08\|12.85\|13.15\|12.61\|198286;2026-09-01\|12.85\|0.16\|12.80\|13.09\|12.62\|158243;2026-09-02\|12.55\|-2.33\|13.00\|13.54\|12.33\|233986;2026-09-03\|12.75\|1.59\|12.68\|13.03\|12.33\|196359;2026-09-04\|12.64\|-0.86\|12.78\|13.11\|12.52\|154206;2026-09-07\|13.19\|4.35\|12.76\|13.34\|12.70\|195706;2026-09-08\|13.49\|2.27\|13.15\|13.49\|12.90\|184007;2026-09-09\|13.56\|0.52\|13.42\|13.90\|13.33\|167819;2026-09-10\|12.81\|-5.53\|13.80\|13.83\|12.77\|134885;2026-09-11\|12.52\|-2.26\|12.87\|13.29\|12.49\|123305;2026-09-14\|12.46\|-0.48\|12.41\|12.76\|12.32\|105564;2026-09-15\|12.57\|0.88\|12.47\|12.70\|12.36\|84577;2026-09-16\|12.75\|1.43\|12.76\|12.94\|12.40\|96646;2026-09-17\|12.64\|-0.86\|12.60\|12.77\|12.35\|76393;2026-09-18\|12.92\|2.22\|12.64\|13.00\|12.64\|86952;2026-09-21\|13.26\|2.63\|13.05\|13.34\|12.93\|91698;2026-09-22\|13.40\|1.06\|13.26\|13.57\|13.00\|79682;2026-09-23\|13.21\|-1.42\|13.31\|13.33\|13.10\|55693;2026-09-24\|13.08\|-0.98\|13.30\|13.36\|13.02\|47114;2026-09-28\|12.57\|-3.90\|13.00\|13.10\|12.44\|52869;2026-09-29\|12.71\|1.11\|12.58\|12.86\|12.55\|36832;2026-09-30\|12.45\|-2.05\|12.72\|12.76\|12.32\|44122;2026-10-08\|12.75\|2.41\|12.66\|13.19\|12.55\|71278;2026-10-09\|12.35\|-3.14\|12.70\|12.70\|11.77\|80567;2026-10-12\|11.71\|-5.18\|12.25\|12.29\|11.64\|56150;2026-10-13\|12.68\|8.28\|11.64\|12.80\|11.33\|115789;2026-10-14\|12.59\|-0.71\|12.58\|12.78\|12.26\|85740;2026-10-15\|12.14\|-3.57\|12.36\|12.65\|12.05\|77100;2026-10-16\|13.25\|9.14\|12.38\|13.80\|12.26\|211381;2026-10-19\|13.82\|4.30\|13.11\|14.00\|13.00\|233417;2026-10-20\|14.36\|3.91\|13.92\|14.46\|13.69\|212440;2026-10-21\|16.60\|15.60\|14.22\|17.14\|13.21\|412711;2026-10-22\|19.92\|20.00\|18.69\|19.92\|18.56\|413764;2026-10-23\|19.21\|-3.56\|19.71\|20.45\|17.55\|637120;2026-10-26\|19.10\|-0.57\|19.03\|19.95\|17.18\|537959;2026-10-27\|20.00\|4.71\|19.96\|21.78\|19.54\|546310;2026-10-28\|20.05\|0.25\|19.76\|20.12\|18.42\|399110;2026-10-29\|18.79\|-6.28\|19.69\|21.04\|18.73\|380546;2026-10-30\|17.82\|-5.16\|18.27\|20.67\|17.80\|395159;2026-11-02\|16.90\|-5.16\|17.56\|17.94\|16.22\|393350;2026-11-03\|16.09\|-4.79\|16.08\|16.84\|15.65\|279859;2026-11-04\|15.75\|-2.11\|15.96\|16.54\|15.05\|306217;2026-11-05\|15.19\|-3.56\|14.82\|15.40\|14.44\|268597;2026-11-06\|14.02\|-7.70\|14.87\|15.19\|13.90\|233029
127377		跨界半导体+电机控制芯片+医疗器械行业原因： 1、国务院印发《国民健康“十五五”规划》。其中提出，全链条支持创新药和医疗器械发展应用。优化创新药和临床急需药品审评审批。 2、据央视新闻7月13日报道，国家药监局披露数据显示，今年上半年我国创新药对外授权交易总额约1100亿美元，再创历史新高，接近去年全年水平。公司原因： 1、据2026年7月22日公告，公司拟通过发行股份及支付现金方式购买旋智电子科技上海有限公司100%股权，切入高集成度电机控制芯片领域，寻求第二增长曲线。 2、据2026年7月22日公告，公司控股股东及实际控制人仍为黄凡先生，本次交易不构成重组上市。 3、据2025年年报，公司主营业务为一次性使用无菌输注类医疗器械的研发、制造和销售，主要通过“ODM+集成供应”模式满足国外医疗器械品牌商一站式采购需求，境外营收占比达96.38%。	公司拟收购旋智科技100%股权，切入电机控制芯片赛道	2026-06-29\|33.00\|-1.46\|34.00\|34.00\|32.10\|13440;2026-06-30\|32.89\|-0.33\|33.01\|35.59\|32.06\|18205;2026-07-01\|34.42\|4.65\|32.39\|35.20\|31.80\|20770;2026-07-02\|34.50\|0.23\|34.38\|35.50\|33.40\|13205;2026-07-03\|36.84\|6.78\|34.99\|37.10\|33.96\|19640;2026-07-06\|35.68\|-3.15\|36.47\|37.40\|35.42\|13800;2026-07-07\|34.00\|-4.71\|34.84\|35.97\|33.61\|9330;2026-07-22\|40.80\|20.00\|40.80\|40.80\|40.80\|5386;2026-07-23\|48.96\|20.00\|48.96\|48.96\|48.96\|4344;2026-07-24\|58.75\|20.00\|58.75\|58.75\|58.75\|8744;2026-07-27\|70.50\|20.00\|70.50\|70.50\|63.05\|106491;2026-07-28\|77.75\|10.28\|74.03\|77.81\|69.80\|91662;2026-07-29\|67.89\|-12.68\|73.00\|74.43\|67.31\|69305;2026-07-30\|69.20\|1.93\|67.32\|71.80\|63.63\|70286;2026-07-31\|65.89\|-4.78\|68.51\|68.51\|60.29\|62246;2026-08-03\|66.10\|0.32\|64.24\|66.10\|60.68\|52225;2026-08-04\|68.80\|4.08\|65.38\|69.61\|65.18\|57235;2026-08-05\|71.55\|4.00\|69.88\|71.60\|67.00\|54462;2026-08-06\|69.68\|-2.61\|71.00\|75.55\|67.15\|59951;2026-08-07\|83.62\|20.01\|69.00\|83.62\|67.60\|74061;2026-08-10\|91.89\|9.89\|82.30\|96.65\|81.21\|77496;2026-08-11\|87.30\|-5.00\|88.60\|93.50\|85.00\|52179;2026-08-12\|87.58\|0.32\|87.30\|91.46\|84.68\|38775;2026-08-13\|90.62\|3.47\|86.00\|98.00\|86.00\|48763;2026-08-14\|90.63\|0.01\|88.02\|92.00\|86.00\|33431;2026-08-17\|94.05\|3.77\|89.64\|97.90\|89.01\|34237;2026-08-18\|95.00\|1.01\|95.01\|99.00\|92.80\|34938;2026-08-19\|90.16\|-5.09\|89.99\|96.66\|89.99\|29215;2026-08-20\|92.48\|2.57\|93.74\|94.87\|90.09\|25073;2026-08-21\|96.10\|3.91\|90.55\|96.55\|88.00\|28191;2026-08-24\|110.00\|14.46\|97.00\|114.00\|97.00\|47569;2026-08-25\|104.00\|-5.45\|105.00\|106.48\|97.00\|29507;2026-08-26\|106.12\|2.04\|102.96\|112.30\|102.01\|24467;2026-08-27\|105.76\|-0.34\|106.00\|108.26\|102.52\|22966;2026-08-28\|99.19\|-6.21\|106.00\|106.00\|98.16\|21520;2026-08-31\|95.67\|-3.55\|97.00\|97.00\|92.28\|18926;2026-09-01\|100.66\|5.22\|97.59\|100.66\|94.73\|16618;2026-09-02\|104.93\|4.24\|103.00\|106.99\|101.00\|17603;2026-09-03\|104.86\|-0.07\|107.00\|107.00\|101.18\|14986;2026-09-04\|107.00\|2.04\|106.00\|109.95\|104.90\|17075;2026-09-07\|114.60\|7.10\|108.00\|115.00\|104.00\|25664;2026-09-08\|106.58\|-7.00\|105.00\|110.00\|105.00\|21569;2026-09-09\|101.75\|-4.53\|106.00\|107.99\|100.01\|14491;2026-09-10\|102.51\|0.75\|102.99\|103.98\|100.51\|7153;2026-09-11\|99.60\|-2.84\|101.90\|102.00\|96.70\|8365;2026-09-14\|104.99\|5.41\|99.61\|106.01\|99.60\|12370;2026-09-15\|106.00\|0.96\|106.58\|109.66\|105.00\|14427;2026-09-16\|108.01\|1.90\|106.50\|108.47\|105.11\|11879;2026-09-17\|111.20\|2.95\|109.86\|112.68\|108.00\|12965;2026-09-18\|114.15\|2.65\|111.43\|114.97\|111.00\|18621;2026-09-21\|116.45\|2.01\|116.23\|121.00\|113.08\|26307;2026-09-22\|139.74\|20.00\|123.00\|139.74\|122.01\|50403;2026-09-23\|122.00\|-12.70\|133.00\|135.99\|122.00\|45959;2026-09-24\|122.60\|0.49\|118.50\|126.75\|118.01\|25853;2026-09-28\|128.01\|4.41\|122.70\|133.85\|120.00\|28879;2026-09-29\|134.20\|4.84\|123.56\|135.20\|123.56\|26829;2026-09-30\|135.65\|1.08\|134.03\|138.66\|129.05\|21757;2026-10-08\|147.98\|9.09\|137.00\|148.00\|135.58\|25683;2026-10-09\|147.00\|-0.66\|144.94\|157.57\|137.00\|34004;2026-10-12\|155.90\|6.05\|147.00\|156.50\|143.80\|26579;2026-10-13\|141.95\|-8.95\|155.80\|155.80\|138.00\|29115;2026-10-14\|149.03\|4.99\|140.32\|150.50\|139.08\|21413;2026-10-15\|138.07\|-7.35\|136.01\|146.00\|136.01\|22125;2026-10-16\|122.50\|-11.28\|136.53\|144.50\|119.96\|26254;2026-10-19\|127.22\|3.85\|121.76\|131.00\|112.70\|25408;2026-10-20\|132.78\|4.37\|127.22\|132.90\|122.00\|19355;2026-10-21\|142.79\|7.54\|135.11\|143.50\|133.00\|21870;2026-10-22\|129.00\|-9.66\|145.00\|146.50\|128.02\|23973;2026-10-23\|131.65\|2.05\|122.39\|134.31\|109.05\|25198;2026-10-26\|118.79\|-9.77\|125.33\|131.00\|118.75\|15920;2026-10-27\|125.70\|5.82\|123.60\|128.93\|115.03\|20034;2026-10-28\|132.42\|5.35\|124.00\|134.00\|120.00\|18553;2026-10-29\|127.21\|-3.93\|130.00\|137.20\|125.01\|18336;2026-10-30\|132.00\|3.77\|124.00\|136.00\|122.10\|19054;2026-11-02\|124.00\|-6.06\|130.42\|130.49\|120.00\|21438;2026-11-03\|111.50\|-10.08\|120.01\|124.98\|99.20\|21543;2026-11-04\|110.80\|-0.63\|108.90\|115.16\|104.16\|25379;2026-11-05\|104.80\|-5.42\|108.54\|113.00\|100.11\|31541;2026-11-06\|108.52\|3.55\|101.00\|111.60\|99.92\|25668
127376	莫德纳&默沙东宣布全球首个mRNA癌症疫苗三期成功	半年报净利增长+创新药+药品出海 1、据2026年8月22日半年度报告，公司上半年实现营业收入6.07亿元、归母净利润1.34亿元，归母净利润同比增长66.71%，盈利能力稳步提升。 2、据2026年8月22日半年度报告，GB18、GB10分别完成临床阶段首例入组给药，GB19获批中美临床；聚乙二醇化人粒细胞刺激因子注射液已进入上市申报阶段。 3、据2026年8月22日提质增效重回报专项行动方案半年度评估报告，公司上半年完成9款产品引进，新增注册受理32个、获批29个，其中白蛋白紫杉醇新增取得7个新兴市场批件。	公司构建了完整的生物药研发创新体系，拥有原核细胞、真核细胞等技术体系及 KX - FUSION 蛋白等多个领先技术平台	2026-06-29\|20.05\|11.02\|17.98\|20.56\|17.37\|154430;2026-06-30\|20.71\|3.29\|19.77\|20.90\|19.52\|110883;2026-07-01\|21.96\|6.04\|20.80\|22.14\|19.70\|138680;2026-07-02\|21.90\|-0.27\|21.89\|23.66\|21.61\|133125;2026-07-03\|22.08\|0.82\|22.31\|22.71\|21.33\|94355;2026-07-06\|22.44\|1.63\|21.92\|23.54\|21.62\|114247;2026-07-07\|20.97\|-6.55\|22.25\|22.27\|20.70\|73379;2026-07-08\|20.18\|-3.77\|20.94\|21.43\|20.00\|58989;2026-07-09\|20.20\|0.10\|19.87\|21.09\|19.77\|52865;2026-07-10\|21.43\|6.09\|19.80\|21.78\|19.65\|95390;2026-07-13\|20.84\|-2.75\|21.22\|21.59\|20.54\|65654;2026-07-14\|20.79\|-0.24\|21.00\|21.12\|19.96\|59948;2026-07-15\|21.71\|4.43\|20.96\|22.22\|20.68\|88055;2026-07-16\|21.77\|0.28\|21.50\|22.23\|21.12\|82170;2026-07-17\|19.20\|-11.81\|21.69\|21.69\|19.15\|83803;2026-07-20\|19.07\|-0.68\|19.12\|19.84\|18.66\|60902;2026-07-21\|18.59\|-2.52\|18.70\|19.07\|17.82\|65743;2026-07-22\|18.72\|0.70\|18.28\|19.54\|18.28\|51461;2026-07-23\|18.56\|-0.85\|18.73\|18.78\|18.10\|48383;2026-07-24\|17.35\|-6.52\|18.39\|18.54\|17.35\|47328;2026-07-27\|17.98\|3.63\|17.32\|18.25\|17.15\|43898;2026-07-28\|17.71\|-1.50\|18.18\|18.30\|17.58\|30612;2026-07-29\|17.73\|0.11\|17.79\|18.07\|17.40\|39277;2026-07-30\|17.06\|-3.78\|17.65\|17.95\|17.00\|48111;2026-07-31\|17.68\|3.63\|17.07\|17.82\|17.07\|38126;2026-08-03\|17.81\|0.74\|17.68\|17.97\|17.54\|27353;2026-08-04\|18.43\|3.48\|17.94\|18.57\|17.92\|41289;2026-08-05\|18.72\|1.57\|18.46\|18.96\|18.31\|40313;2026-08-06\|18.51\|-1.12\|18.88\|18.95\|18.37\|32647;2026-08-07\|20.29\|9.62\|18.59\|20.33\|18.42\|83023;2026-08-10\|20.53\|1.18\|20.49\|20.99\|20.10\|70360;2026-08-11\|20.71\|0.88\|20.52\|21.30\|20.30\|65937;2026-08-12\|20.56\|-0.72\|20.70\|21.25\|20.45\|45788;2026-08-13\|21.12\|2.72\|20.40\|21.74\|20.30\|79242;2026-08-14\|20.92\|-0.95\|21.45\|21.55\|20.62\|43043;2026-08-17\|20.76\|-0.76\|20.78\|20.98\|20.18\|39902;2026-08-18\|20.56\|-0.96\|20.75\|20.95\|20.32\|32892;2026-08-19\|19.71\|-4.13\|20.75\|20.75\|19.62\|34650;2026-08-20\|21.58\|9.49\|20.68\|22.48\|20.40\|115513;2026-08-21\|20.55\|-4.77\|21.04\|21.50\|20.11\|85711;2026-08-24\|23.60\|14.84\|21.22\|24.66\|21.22\|304274;2026-08-25\|22.89\|-3.01\|23.60\|24.34\|21.81\|234785;2026-08-26\|22.63\|-1.14\|23.20\|23.66\|22.17\|196180;2026-08-27\|22.60\|-0.13\|22.34\|22.66\|21.81\|146367;2026-08-28\|21.59\|-4.47\|22.53\|22.81\|21.59\|103607;2026-08-31\|20.75\|-3.89\|21.10\|21.24\|20.43\|78292;2026-09-01\|21.17\|2.02\|20.75\|21.45\|20.54\|64108;2026-09-02\|20.78\|-1.84\|21.09\|21.39\|20.76\|40725;2026-09-03\|20.70\|-0.39\|20.97\|21.09\|20.65\|41049;2026-09-04\|20.34\|-1.74\|20.75\|20.86\|20.20\|44096;2026-09-07\|21.10\|3.74\|20.46\|21.32\|20.35\|59296;2026-09-08\|21.61\|2.42\|21.00\|21.97\|20.80\|72732;2026-09-09\|20.72\|-4.12\|21.28\|21.40\|20.53\|55880;2026-09-10\|19.85\|-4.20\|20.45\|20.59\|19.85\|40909;2026-09-11\|18.98\|-4.38\|19.71\|19.82\|18.80\|55990;2026-09-14\|19.62\|3.37\|18.88\|19.77\|18.75\|40714;2026-09-15\|19.33\|-1.48\|19.71\|19.72\|19.26\|29939;2026-09-16\|19.75\|2.17\|19.33\|19.83\|19.11\|35559;2026-09-17\|20.09\|1.72\|19.64\|20.54\|19.54\|46488;2026-09-18\|20.99\|4.48\|19.99\|21.48\|19.99\|80869;2026-09-21\|23.90\|13.86\|21.04\|24.00\|21.04\|165891;2026-09-22\|25.20\|5.44\|23.90\|25.49\|23.46\|196571;2026-09-23\|24.59\|-2.42\|25.00\|25.08\|24.48\|102761;2026-09-24\|23.27\|-5.37\|24.35\|24.68\|23.20\|97520;2026-09-28\|22.93\|-1.46\|23.50\|23.73\|22.74\|70203;2026-09-29\|23.57\|2.79\|22.63\|24.68\|22.51\|102136;2026-09-30\|24.27\|2.97\|24.04\|25.09\|23.33\|122702;2026-10-08\|23.36\|-3.75\|24.44\|24.63\|23.01\|97183;2026-10-09\|23.24\|-0.51\|23.03\|23.35\|22.31\|74642;2026-10-12\|22.51\|-3.14\|23.56\|23.61\|22.51\|53737;2026-10-13\|21.94\|-2.53\|21.85\|22.39\|21.40\|65889;2026-10-14\|21.22\|-3.28\|21.80\|21.96\|21.13\|49956;2026-10-15\|20.40\|-3.86\|20.95\|21.75\|20.29\|63350;2026-10-16\|20.17\|-1.13\|20.70\|21.75\|19.90\|82770;2026-10-19\|19.75\|-2.08\|20.12\|20.54\|18.99\|68911;2026-10-20\|20.70\|4.81\|20.02\|20.81\|19.40\|75371;2026-10-21\|20.39\|-1.50\|20.88\|21.30\|20.29\|50642;2026-10-22\|19.55\|-4.12\|20.29\|20.72\|19.55\|49061;2026-10-23\|20.30\|3.84\|19.48\|20.35\|18.71\|68191;2026-10-26\|20.16\|-0.69\|20.20\|20.85\|19.90\|53578;2026-10-27\|18.95\|-6.00\|20.50\|20.51\|18.88\|60085;2026-10-28\|19.69\|3.90\|19.05\|19.99\|19.02\|54527;2026-10-29\|19.02\|-3.40\|19.55\|19.80\|19.00\|38475;2026-10-30\|15.84\|-16.72\|16.25\|17.08\|15.42\|126570;2026-11-02\|15.84\|0.00\|15.85\|15.98\|15.28\|88248;2026-11-03\|15.12\|-4.55\|15.68\|15.68\|14.92\|87303;2026-11-04\|15.53\|2.71\|15.03\|15.67\|14.57\|91979;2026-11-05\|16.00\|3.03\|15.51\|16.19\|15.44\|64486;2026-11-06\|15.53\|-2.94\|15.60\|15.90\|15.32\|51558
127375	莫德纳&默沙东宣布全球首个mRNA癌症疫苗三期成功	mRNA癌症疫苗+创新药+聚乙二醇行业原因： Moderna与默沙东宣布合作开发的mRNA个性化癌症疫苗在关键III期试验中达到主要终点，Moderna股价暴涨177%，纳斯达克生物科技指数大涨6.4%，直接催化A股医药板块情绪。公司原因： 1、据2026年5月7日业绩说明会，公司自研的聚乙二醇伊立替康小细胞肺癌适应症正在开展Ⅲ期临床试验，脑胶质瘤等适应症处于Ⅱ期临床阶段；公司自主研发的mRNA肿瘤疫苗项目计划于2026年底或2027年初进入IIT。 2、据2026年5月7日业绩说明会，公司已在LNP递送系统主要组分上建立自主生产能力，为150家国内核酸类企业提供LNP相关产品，并支持了十余个处于临床阶段的核酸药物研发项目。 3、据2025年年报，公司是国内聚乙二醇衍生物医药应用领域领军企业，已支持8个聚乙二醇修饰药物在国内上市，并作为主要新兴参与者深度参与国际主流市场竞争。	公司为国内医用药用聚乙二醇（PEG）赛道唯一的上市公司	2026-06-29\|79.10\|11.11\|71.00\|80.49\|69.64\|25217;2026-06-30\|77.08\|-2.55\|78.01\|79.00\|76.16\|19983;2026-07-01\|81.83\|6.16\|77.29\|82.87\|75.03\|21234;2026-07-02\|81.78\|-0.06\|81.99\|84.97\|81.11\|20060;2026-07-03\|81.90\|0.15\|82.80\|84.47\|79.80\|14616;2026-07-06\|80.52\|-1.69\|81.20\|84.89\|80.30\|20319;2026-07-07\|75.84\|-5.81\|79.65\|79.87\|75.67\|18780;2026-07-08\|74.62\|-1.61\|75.54\|77.65\|74.46\|12232;2026-07-09\|74.29\|-0.44\|74.30\|76.98\|72.07\|12103;2026-07-10\|77.80\|4.72\|76.30\|79.19\|73.06\|15343;2026-07-13\|74.83\|-3.82\|78.01\|78.79\|74.38\|12680;2026-07-14\|78.72\|5.20\|74.66\|79.66\|73.46\|17258;2026-07-15\|84.82\|7.75\|78.72\|87.37\|78.21\|34689;2026-07-16\|81.60\|-3.80\|82.90\|84.45\|80.06\|22342;2026-07-17\|77.90\|-4.53\|81.89\|81.89\|73.16\|19928;2026-07-20\|77.90\|0.00\|76.85\|79.80\|75.00\|13137;2026-07-21\|74.16\|-4.80\|77.76\|77.76\|68.55\|21096;2026-07-22\|74.81\|0.88\|73.00\|77.37\|72.97\|15606;2026-07-23\|79.27\|5.96\|73.89\|79.52\|73.89\|20693;2026-07-24\|72.79\|-8.17\|79.19\|79.33\|72.72\|13518;2026-07-27\|73.64\|1.17\|72.79\|77.87\|71.68\|16640;2026-07-28\|70.60\|-4.13\|73.37\|73.90\|70.36\|9825;2026-07-29\|69.84\|-1.08\|70.84\|72.09\|68.90\|11788;2026-07-30\|64.65\|-7.43\|69.51\|69.74\|64.23\|14643;2026-07-31\|64.93\|0.43\|66.65\|66.72\|64.46\|11286;2026-08-03\|62.39\|-3.91\|64.91\|65.49\|62.13\|13256;2026-08-04\|66.09\|5.93\|62.56\|67.08\|62.56\|15807;2026-08-05\|68.16\|3.13\|65.83\|69.50\|65.77\|13728;2026-08-06\|68.20\|0.06\|67.24\|68.81\|67.01\|8245;2026-08-07\|74.50\|9.24\|67.73\|74.85\|67.73\|21507;2026-08-10\|77.30\|3.76\|74.80\|78.38\|74.75\|22061;2026-08-11\|78.48\|1.53\|76.72\|80.70\|75.10\|28011;2026-08-12\|79.38\|1.15\|77.90\|80.47\|77.52\|18193;2026-08-13\|81.32\|2.44\|79.38\|85.49\|78.68\|26435;2026-08-14\|82.20\|1.08\|81.58\|83.80\|80.00\|16449;2026-08-17\|79.99\|-2.69\|81.68\|84.01\|78.59\|19904;2026-08-18\|78.69\|-1.63\|80.32\|80.33\|76.94\|15126;2026-08-19\|74.54\|-5.27\|78.23\|79.00\|73.80\|14690;2026-08-20\|89.45\|20.00\|89.45\|89.45\|89.45\|5802;2026-08-21\|107.34\|20.00\|107.34\|107.34\|107.34\|32702;2026-08-24\|124.00\|15.52\|116.32\|128.81\|116.32\|151356;2026-08-25\|133.41\|7.59\|124.00\|134.00\|118.05\|130955;2026-08-26\|128.00\|-4.06\|132.03\|138.80\|125.00\|109698;2026-08-27\|127.30\|-0.55\|125.06\|129.78\|120.02\|96916;2026-08-28\|108.80\|-14.53\|125.00\|125.00\|104.32\|125011;2026-08-31\|91.00\|-16.36\|100.00\|100.00\|87.04\|124074;2026-09-01\|88.10\|-3.19\|89.00\|91.49\|86.45\|76202;2026-09-02\|83.70\|-4.99\|90.78\|92.00\|83.30\|76068;2026-09-03\|83.22\|-0.57\|82.06\|85.19\|82.06\|45902;2026-09-04\|79.80\|-4.11\|82.25\|82.78\|79.40\|50260;2026-09-07\|80.44\|0.80\|79.70\|80.60\|78.38\|29576;2026-09-08\|84.60\|5.17\|80.45\|85.95\|79.28\|70492;2026-09-09\|79.88\|-5.58\|81.70\|82.47\|79.03\|43535;2026-09-10\|76.50\|-4.23\|79.06\|79.20\|75.60\|34222;2026-09-11\|74.18\|-3.03\|76.28\|76.28\|72.74\|28477;2026-09-14\|77.24\|4.13\|75.29\|79.11\|73.20\|35960;2026-09-15\|75.72\|-1.97\|77.73\|77.73\|75.45\|25276;2026-09-16\|77.23\|1.99\|76.32\|77.80\|75.00\|22867;2026-09-17\|82.80\|7.21\|76.74\|88.72\|76.72\|87823;2026-09-18\|85.51\|3.27\|84.04\|89.88\|83.63\|66842;2026-09-21\|91.10\|6.54\|85.63\|92.50\|85.55\|68312;2026-09-22\|99.40\|9.11\|91.10\|103.97\|89.90\|82323;2026-09-23\|102.34\|2.96\|99.39\|105.49\|96.00\|70922;2026-09-24\|94.79\|-7.38\|100.01\|100.47\|94.55\|68895;2026-09-28\|99.45\|4.92\|95.25\|100.44\|93.00\|60474;2026-09-29\|95.79\|-3.68\|95.22\|101.57\|93.20\|57522;2026-09-30\|106.41\|11.09\|96.00\|110.65\|94.00\|81628;2026-10-08\|108.81\|2.26\|106.43\|115.00\|103.43\|84696;2026-10-09\|107.90\|-0.84\|108.46\|109.86\|98.58\|79471;2026-10-12\|100.28\|-7.06\|111.00\|113.10\|100.28\|62952;2026-10-13\|97.17\|-3.10\|95.56\|98.93\|93.11\|59488;2026-10-14\|92.10\|-5.22\|95.25\|98.66\|92.10\|42878;2026-10-15\|87.47\|-5.03\|90.00\|97.29\|87.00\|53304;2026-10-16\|88.76\|1.47\|90.30\|102.38\|87.67\|68041;2026-10-19\|84.90\|-4.35\|85.78\|88.00\|81.80\|49186;2026-10-20\|87.87\|3.50\|84.90\|89.80\|83.00\|39257;2026-10-21\|86.56\|-1.49\|90.66\|91.50\|85.38\|42888;2026-10-22\|80.17\|-7.38\|85.70\|87.01\|79.78\|40852;2026-10-23\|80.30\|0.16\|76.15\|81.57\|73.30\|48427;2026-10-26\|79.19\|-1.38\|78.64\|81.88\|77.48\|31080;2026-10-27\|74.46\|-5.97\|78.40\|80.69\|74.41\|25856;2026-10-28\|81.08\|8.89\|75.61\|84.24\|74.50\|44486;2026-10-29\|78.74\|-2.89\|80.11\|81.99\|78.00\|31171;2026-10-30\|76.80\|-2.46\|78.00\|84.50\|74.52\|44945;2026-11-02\|78.01\|1.58\|77.52\|79.77\|73.00\|31063;2026-11-03\|72.17\|-7.49\|77.00\|77.17\|72.00\|32983;2026-11-04\|76.72\|6.30\|72.00\|77.59\|70.40\|36839;2026-11-05\|81.07\|5.67\|80.35\|84.89\|79.09\|46940;2026-11-06\|75.37\|-7.03\|77.89\|79.58\|74.80\|37767
127374	世界机器人大会开幕		公司作为领投人之一参与了灵心巧手（北京）科技有限公司的PRE-A轮融资，投后股权占比8.2%，并拥有一名董事席位，灵心巧手是一家以“灵巧手+云端智脑”为核心的人形机器人具身智能平台	2026-06-29\|23.15\|0.17\|23.00\|23.64\|22.58\|106618;2026-06-30\|22.99\|-0.69\|22.99\|23.20\|22.22\|177363;2026-07-01\|22.53\|-2.00\|23.19\|23.28\|22.31\|139414;2026-07-02\|22.78\|1.11\|22.43\|23.54\|21.90\|148167;2026-07-03\|23.13\|1.54\|23.24\|23.53\|22.63\|118883;2026-07-06\|21.57\|-6.74\|23.08\|23.26\|21.50\|153098;2026-07-07\|21.04\|-2.46\|21.21\|21.92\|20.98\|113654;2026-07-08\|20.01\|-4.90\|21.23\|21.45\|19.96\|109806;2026-07-09\|19.66\|-1.75\|20.00\|20.25\|19.01\|207792;2026-07-10\|18.39\|-5.74\|19.42\|19.71\|18.33\|239847;2026-07-13\|18.14\|-1.36\|18.42\|18.82\|17.99\|191301;2026-07-14\|18.85\|3.91\|18.15\|18.98\|18.00\|152579;2026-07-15\|18.30\|-2.92\|18.64\|18.80\|18.08\|128304;2026-07-16\|17.70\|-3.28\|18.16\|18.16\|17.64\|105243;2026-07-17\|16.65\|-5.93\|17.70\|18.04\|16.50\|131361;2026-07-20\|16.01\|-3.84\|16.70\|16.99\|15.63\|169471;2026-07-21\|15.82\|-1.19\|16.02\|16.06\|14.83\|199858;2026-07-22\|15.47\|-2.21\|15.60\|15.97\|15.30\|129584;2026-07-23\|15.90\|2.78\|15.51\|16.12\|15.48\|155349;2026-07-24\|15.07\|-5.22\|15.85\|15.86\|15.06\|109760;2026-07-27\|16.06\|6.57\|15.07\|16.10\|15.05\|168493;2026-07-28\|15.74\|-1.99\|15.90\|16.15\|15.63\|88757;2026-07-29\|16.01\|1.72\|15.70\|16.12\|15.38\|127153;2026-07-30\|15.46\|-3.44\|16.01\|16.08\|15.35\|128174;2026-07-31\|15.77\|2.01\|15.77\|16.29\|15.77\|161009;2026-08-03\|16.03\|1.65\|15.81\|16.38\|15.71\|119747;2026-08-04\|16.40\|2.31\|16.04\|16.55\|15.96\|102194;2026-08-05\|16.73\|2.01\|16.28\|16.86\|16.18\|119156;2026-08-06\|16.73\|0.00\|16.74\|16.92\|16.46\|111208;2026-08-07\|17.45\|4.30\|16.74\|17.47\|16.51\|166707;2026-08-10\|17.20\|-1.43\|17.50\|17.54\|17.00\|141560;2026-08-11\|16.69\|-2.97\|17.15\|17.19\|16.65\|151465;2026-08-12\|16.95\|1.56\|16.57\|17.01\|16.57\|99312;2026-08-13\|16.65\|-1.77\|16.89\|17.20\|16.65\|103937;2026-08-14\|16.78\|0.78\|16.68\|16.86\|16.55\|65451;2026-08-17\|17.56\|4.65\|16.86\|17.60\|16.86\|129881;2026-08-18\|17.43\|-0.74\|17.64\|17.66\|17.31\|96671;2026-08-19\|16.45\|-5.62\|17.09\|17.46\|16.33\|138840;2026-08-20\|16.57\|0.73\|16.60\|16.80\|16.42\|92933;2026-08-21\|16.51\|-0.36\|16.41\|16.76\|16.12\|108118;2026-08-24\|19.13\|15.87\|17.49\|19.50\|17.21\|513347;2026-08-25\|18.20\|-4.86\|19.13\|19.20\|17.79\|427188;2026-08-26\|17.68\|-2.86\|18.44\|18.48\|17.62\|322428;2026-08-27\|17.80\|0.68\|17.60\|17.80\|17.43\|296407;2026-08-28\|19.01\|6.80\|17.81\|19.68\|17.75\|498927;2026-08-31\|20.32\|6.89\|18.97\|20.43\|18.78\|570828;2026-09-01\|19.93\|-1.92\|19.81\|20.36\|19.64\|374231;2026-09-02\|19.23\|-3.51\|19.86\|20.55\|19.10\|432681;2026-09-03\|20.68\|7.54\|19.14\|20.78\|18.72\|505628;2026-09-04\|20.60\|-0.39\|20.20\|21.21\|20.04\|447975;2026-09-07\|20.25\|-1.70\|20.74\|20.80\|19.87\|304610;2026-09-08\|20.39\|0.69\|20.08\|20.42\|19.58\|311029;2026-09-09\|19.45\|-4.61\|20.11\|20.23\|19.45\|234354;2026-09-10\|17.90\|-7.97\|19.45\|19.89\|17.76\|379607;2026-09-11\|17.29\|-3.41\|17.51\|17.67\|16.78\|292781;2026-09-14\|17.12\|-0.98\|17.06\|17.25\|16.80\|174137;2026-09-15\|17.70\|3.39\|17.09\|17.90\|16.90\|229993;2026-09-16\|17.81\|0.62\|17.59\|17.93\|17.30\|201071;2026-09-17\|17.28\|-2.98\|17.54\|17.82\|17.21\|175524;2026-09-18\|17.38\|0.58\|17.42\|17.55\|17.16\|150338;2026-09-21\|17.52\|0.81\|17.35\|17.73\|17.31\|152615;2026-09-22\|17.57\|0.29\|17.65\|17.84\|17.42\|164485;2026-09-23\|17.60\|0.17\|17.61\|17.78\|17.35\|130918;2026-09-24\|17.05\|-3.12\|17.59\|17.59\|17.03\|127719;2026-09-28\|16.40\|-3.81\|17.03\|17.09\|16.27\|122312;2026-09-29\|16.34\|-0.37\|16.40\|16.60\|16.29\|70643;2026-09-30\|16.69\|2.14\|16.56\|16.88\|16.40\|116940;2026-10-08\|17.11\|2.52\|16.85\|17.29\|16.73\|155478;2026-10-09\|16.89\|-1.29\|17.01\|17.15\|16.51\|140892;2026-10-12\|16.27\|-3.67\|16.72\|16.92\|16.26\|111767;2026-10-13\|16.06\|-1.29\|16.02\|16.18\|15.61\|120697;2026-10-14\|15.94\|-0.75\|15.97\|16.27\|15.90\|81615;2026-10-15\|15.10\|-5.27\|15.50\|15.61\|15.03\|127314;2026-10-16\|15.33\|1.52\|15.32\|15.62\|15.19\|110028;2026-10-19\|15.59\|1.70\|15.15\|15.68\|15.01\|96660;2026-10-20\|15.68\|0.58\|15.50\|15.97\|15.40\|102339;2026-10-21\|15.25\|-2.74\|15.79\|15.79\|15.21\|117432;2026-10-22\|14.76\|-3.21\|15.21\|15.45\|14.76\|101280;2026-10-23\|14.90\|0.95\|14.53\|15.06\|13.83\|173319;2026-10-26\|16.86\|13.15\|14.89\|17.06\|14.76\|384475;2026-10-27\|16.20\|-3.91\|16.00\|16.75\|15.98\|284717;2026-10-28\|17.24\|6.42\|16.29\|18.25\|16.18\|475085;2026-10-29\|16.82\|-2.44\|17.00\|17.60\|16.82\|273458;2026-10-30\|16.26\|-3.33\|16.50\|17.43\|16.19\|280894;2026-11-02\|16.09\|-1.05\|16.22\|16.39\|15.16\|270401;2026-11-03\|15.47\|-3.85\|15.80\|16.09\|15.28\|191765;2026-11-04\|16.27\|5.17\|15.40\|16.40\|14.97\|320882;2026-11-05\|16.48\|1.29\|16.00\|16.68\|15.90\|240401;2026-11-06\|15.67\|-4.92\|15.77\|16.06\|15.63\|181604
127373		先进封装+订单增长+压塑工艺 1、据2026年6月5日机构调研，截至2026年5月10日，公司2026年新签订合同总额达2.6亿元，在手订单充足，生产饱满。 2、据2026年6月5日机构调研，公司采用压塑成型工艺的100mm×300mm基板类封装装备样机已成型，近期将发往客户端试用；320mm×320mm大尺寸板级封装装备及晶圆级封装装备同步推进。 3、据2026年3月21日年报，公司大尺寸晶圆级封装装备可用于AI芯片、Chiplet及HBM等先进封装，正推进国产化。 4、据2026年6月5日机构调研，公司半导体封装装备客户共130余家，包括通富微电、长电科技、华天科技等国内头部企业，并已与东南亚安世、英飞凌等国际知名企业建立合作。	公司生产的半导体全自动封装设备已成功应用QFN和DFN等先进封装	2026-06-29\|76.34\|7.07\|71.64\|82.86\|71.64\|80610;2026-06-30\|78.65\|3.03\|76.00\|82.59\|74.01\|64149;2026-07-01\|75.05\|-4.58\|78.84\|83.83\|74.66\|66805;2026-07-02\|67.00\|-10.73\|70.05\|73.67\|66.01\|65754;2026-07-03\|64.11\|-4.31\|66.14\|68.00\|64.01\|49367;2026-07-06\|64.08\|-0.05\|64.88\|67.98\|58.22\|63398;2026-07-07\|68.20\|6.43\|63.47\|69.75\|62.00\|70261;2026-07-08\|69.72\|2.23\|66.66\|71.69\|61.20\|64370;2026-07-09\|75.20\|7.86\|69.88\|75.91\|68.96\|78621;2026-07-10\|68.38\|-9.07\|73.89\|76.68\|68.38\|66257;2026-07-13\|63.17\|-7.62\|65.10\|69.35\|62.00\|52642;2026-07-14\|63.18\|0.02\|62.14\|64.44\|58.72\|45508;2026-07-15\|58.57\|-7.30\|64.83\|65.77\|58.17\|33567;2026-07-16\|53.34\|-8.93\|57.12\|58.15\|52.50\|36539;2026-07-17\|47.08\|-11.74\|52.50\|53.15\|47.00\|41146;2026-07-20\|39.04\|-17.08\|48.02\|49.13\|37.78\|71073;2026-07-21\|43.51\|11.45\|39.59\|43.63\|33.56\|77343;2026-07-22\|42.21\|-2.99\|43.46\|45.63\|41.63\|54770;2026-07-23\|40.22\|-4.71\|42.52\|43.45\|39.40\|42407;2026-07-24\|39.60\|-1.54\|39.70\|41.11\|38.91\|36603;2026-07-27\|40.83\|3.11\|39.93\|40.87\|37.51\|37406;2026-07-28\|37.35\|-8.52\|39.79\|42.24\|37.31\|42817;2026-07-29\|36.15\|-3.21\|37.37\|38.58\|33.73\|51794;2026-07-30\|32.10\|-11.20\|35.61\|36.48\|31.65\|56567;2026-07-31\|33.80\|5.30\|34.51\|37.28\|33.78\|50707;2026-08-03\|34.26\|1.36\|34.66\|35.25\|33.50\|53708;2026-08-04\|36.18\|5.60\|34.60\|36.66\|34.30\|40172;2026-08-05\|40.52\|12.00\|37.00\|41.00\|36.10\|50397;2026-08-06\|41.39\|2.15\|39.99\|42.10\|39.30\|41880;2026-08-07\|49.67\|20.00\|41.37\|49.67\|40.25\|78257;2026-08-10\|48.10\|-3.16\|49.98\|50.98\|46.38\|88398;2026-08-11\|46.71\|-2.89\|47.53\|48.79\|46.16\|42702;2026-08-12\|49.54\|6.06\|46.80\|50.78\|46.78\|65172;2026-08-13\|47.32\|-4.48\|50.00\|50.22\|46.78\|47772;2026-08-14\|50.40\|6.51\|48.15\|50.42\|47.11\|48891;2026-08-17\|52.35\|3.87\|50.38\|53.99\|49.00\|67757;2026-08-18\|53.15\|1.53\|53.10\|54.77\|51.57\|62091;2026-08-19\|47.55\|-10.54\|50.44\|51.79\|47.23\|54234;2026-08-20\|47.70\|0.32\|48.00\|49.07\|46.72\|33459;2026-08-21\|48.83\|2.37\|47.28\|49.87\|46.62\|28660;2026-08-24\|56.78\|16.28\|52.85\|58.50\|50.61\|108062;2026-08-25\|55.84\|-1.66\|56.51\|56.79\|52.58\|74454;2026-08-26\|55.11\|-1.31\|56.80\|56.80\|53.91\|48475;2026-08-27\|55.39\|0.51\|55.12\|56.04\|53.67\|56713;2026-08-28\|52.30\|-5.58\|54.59\|55.34\|52.10\|51432;2026-08-31\|52.95\|1.24\|50.15\|53.10\|50.15\|38738;2026-09-01\|51.09\|-3.51\|52.95\|53.46\|50.72\|39538;2026-09-02\|49.99\|-2.15\|49.88\|51.05\|49.00\|32852;2026-09-03\|49.61\|-0.76\|50.60\|50.60\|48.61\|33040;2026-09-04\|47.10\|-5.06\|50.09\|51.26\|46.75\|38932;2026-09-07\|49.27\|4.61\|47.57\|49.77\|47.57\|35513;2026-09-08\|48.08\|-2.42\|49.27\|50.18\|47.92\|30333;2026-09-09\|47.70\|-0.79\|48.46\|49.67\|46.99\|28024;2026-09-10\|47.41\|-0.61\|47.50\|48.57\|46.98\|23802;2026-09-11\|46.08\|-2.81\|46.50\|46.87\|44.01\|25159;2026-09-14\|46.90\|1.78\|45.16\|47.45\|44.86\|21252;2026-09-15\|48.64\|3.71\|46.59\|50.26\|46.59\|35549;2026-09-16\|51.79\|6.48\|48.79\|52.00\|48.35\|39778;2026-09-17\|51.26\|-1.02\|51.71\|52.31\|50.60\|29117;2026-09-18\|53.08\|3.55\|53.00\|54.02\|51.52\|39625;2026-09-21\|53.00\|-0.15\|53.55\|53.97\|52.40\|31401;2026-09-22\|52.70\|-0.57\|54.67\|54.88\|52.40\|25215;2026-09-23\|53.55\|1.61\|52.98\|54.00\|52.41\|24691;2026-09-24\|52.08\|-2.75\|53.39\|53.84\|52.05\|18552;2026-09-28\|48.90\|-6.11\|52.01\|52.03\|48.08\|28587;2026-09-29\|49.47\|1.17\|48.60\|50.13\|48.25\|17605;2026-09-30\|47.48\|-4.02\|50.00\|50.79\|47.12\|20476;2026-10-08\|45.97\|-3.18\|47.57\|49.39\|45.40\|25319;2026-10-09\|44.49\|-3.22\|45.52\|45.74\|41.88\|30339;2026-10-12\|44.30\|-0.43\|44.49\|46.76\|43.01\|24281;2026-10-13\|44.47\|0.38\|42.20\|45.17\|40.78\|28295;2026-10-14\|42.90\|-3.53\|44.01\|44.83\|42.74\|17316;2026-10-15\|40.50\|-5.59\|35.05\|41.59\|35.05\|24734;2026-10-16\|41.00\|1.23\|42.05\|42.68\|40.31\|22905;2026-10-19\|39.45\|-3.78\|40.55\|40.68\|37.90\|20059;2026-10-20\|40.90\|3.68\|39.29\|41.81\|38.88\|18844;2026-10-21\|40.84\|-0.15\|41.15\|41.93\|40.52\|17732;2026-10-22\|38.80\|-5.00\|40.78\|41.47\|38.51\|20382;2026-10-23\|40.65\|4.77\|37.98\|40.78\|35.15\|31083;2026-10-26\|37.80\|-7.01\|39.77\|39.93\|37.61\|31348;2026-10-27\|35.00\|-7.41\|37.98\|38.63\|35.00\|22071;2026-10-28\|38.19\|9.11\|35.80\|38.76\|35.41\|31815;2026-10-29\|36.01\|-5.71\|38.24\|38.66\|36.01\|21682;2026-10-30\|34.00\|-5.58\|35.19\|36.75\|33.97\|23896;2026-11-02\|35.50\|4.41\|34.30\|36.23\|33.38\|30374;2026-11-03\|32.92\|-7.27\|35.10\|35.10\|32.60\|24519;2026-11-04\|36.83\|11.88\|33.19\|37.25\|32.50\|35560;2026-11-05\|37.97\|3.10\|35.80\|38.86\|35.51\|36060;2026-11-06\|36.37\|-4.21\|35.10\|37.77\|35.10\|26419
127372	特斯拉已告知员工正为Cybercab面向公众推出做准备	中报增长+智能测试+伺服液压测试+汽车测试 1、据2026年8月24日半年度报告，上半年主营业务收入2.64亿元，同比增长9.30%；归母净利润6071.32万元，同比增长26.65%。 2、据2026年8月24日半年度报告，公司是一家通过采用现代测试与试验技术来提供智能测试综合解决方案的供应商，主营业务为伺服液压测试设备和汽车测试试验设备的研发、设计、制造、销售、系统集成等综合服务。	公司的研发机构始终在密切关注汽车前沿技术的发展，聚焦在自动驾驶和新能源领域的前沿测试技术，有针对汽车自动驾驶功能进行检测或标定的相关设备	2026-06-29\|48.57\|-1.16\|49.00\|49.60\|47.53\|6418;2026-06-30\|49.52\|1.96\|48.80\|49.81\|48.19\|4276;2026-07-01\|50.24\|1.45\|49.50\|50.73\|49.30\|6699;2026-07-02\|52.10\|3.70\|50.24\|52.94\|50.03\|8332;2026-07-03\|53.62\|2.92\|52.09\|54.50\|51.66\|6748;2026-07-06\|52.62\|-1.86\|53.23\|53.89\|52.50\|5615;2026-07-07\|51.23\|-2.64\|53.09\|53.09\|50.60\|4522;2026-07-08\|49.55\|-3.28\|50.56\|51.89\|49.46\|5357;2026-07-09\|49.05\|-1.01\|49.44\|49.70\|47.48\|5587;2026-07-10\|49.83\|1.59\|48.71\|50.66\|48.51\|5146;2026-07-13\|49.88\|0.10\|50.00\|50.00\|47.50\|6399;2026-07-14\|47.79\|-4.19\|48.93\|48.93\|46.80\|8751;2026-07-15\|47.48\|-0.65\|47.50\|48.32\|47.22\|7571;2026-07-16\|48.02\|1.14\|47.88\|48.67\|47.25\|6102;2026-07-17\|46.32\|-3.54\|48.07\|48.98\|46.00\|6836;2026-07-20\|44.95\|-2.96\|46.48\|47.96\|44.08\|9935;2026-07-21\|45.49\|1.20\|44.94\|46.20\|43.23\|8911;2026-07-22\|44.60\|-1.96\|45.60\|45.60\|44.28\|6987;2026-07-23\|45.70\|2.47\|44.50\|45.73\|44.42\|4687;2026-07-24\|44.59\|-2.43\|45.50\|45.77\|44.50\|3758;2026-07-27\|45.55\|2.15\|44.56\|45.65\|44.15\|3820;2026-07-28\|45.36\|-0.42\|45.70\|46.21\|44.90\|3925;2026-07-29\|46.33\|2.14\|45.45\|46.33\|45.10\|4789;2026-07-30\|45.36\|-2.09\|46.33\|46.60\|45.13\|4653;2026-07-31\|46.58\|2.69\|46.18\|46.93\|45.82\|5164;2026-08-03\|47.79\|2.60\|46.60\|47.90\|46.16\|4579;2026-08-04\|48.12\|0.69\|47.99\|48.60\|47.72\|5620;2026-08-05\|48.16\|0.08\|48.85\|49.55\|47.81\|6100;2026-08-06\|48.05\|-0.23\|48.00\|48.75\|47.31\|5125;2026-08-07\|47.83\|-0.46\|48.25\|48.25\|47.14\|4074;2026-08-10\|48.93\|2.30\|47.97\|48.97\|47.60\|5542;2026-08-11\|48.72\|-0.43\|48.41\|48.93\|47.87\|4274;2026-08-12\|48.71\|-0.02\|48.69\|49.06\|48.18\|3703;2026-08-13\|47.88\|-1.70\|48.52\|48.93\|47.88\|4372;2026-08-14\|47.96\|0.17\|47.81\|48.20\|47.16\|3341;2026-08-17\|48.88\|1.92\|48.00\|48.95\|47.71\|4393;2026-08-18\|48.46\|-0.86\|48.99\|48.99\|48.00\|3912;2026-08-19\|47.19\|-2.62\|48.47\|48.47\|46.84\|4440;2026-08-20\|47.89\|1.48\|47.60\|47.97\|47.16\|4550;2026-08-21\|47.37\|-1.09\|47.49\|47.87\|46.81\|3431;2026-08-24\|55.46\|17.08\|52.24\|56.84\|52.24\|35386;2026-08-25\|53.10\|-4.26\|54.90\|54.90\|50.61\|29537;2026-08-26\|52.74\|-0.68\|53.10\|53.64\|52.31\|18113;2026-08-27\|53.48\|1.40\|52.81\|54.35\|52.30\|18912;2026-08-28\|51.70\|-3.33\|53.24\|53.25\|51.70\|14587;2026-08-31\|52.62\|1.78\|51.70\|52.80\|51.12\|10507;2026-09-01\|52.88\|0.49\|52.64\|53.33\|52.51\|8604;2026-09-02\|52.88\|0.00\|52.44\|53.10\|52.02\|8334;2026-09-03\|51.90\|-1.85\|53.10\|53.10\|51.76\|6146;2026-09-04\|51.13\|-1.48\|52.23\|52.65\|50.88\|6930;2026-09-07\|51.97\|1.64\|51.75\|52.20\|51.14\|6051;2026-09-08\|51.99\|0.04\|51.87\|51.99\|51.01\|4515;2026-09-09\|51.10\|-1.71\|52.14\|52.14\|50.80\|4944;2026-09-10\|50.11\|-1.94\|51.09\|51.09\|50.00\|4487;2026-09-11\|49.00\|-2.22\|49.96\|49.97\|48.26\|6340;2026-09-14\|49.28\|0.57\|48.51\|49.67\|48.50\|4777;2026-09-15\|48.69\|-1.20\|49.28\|49.77\|48.52\|3355;2026-09-16\|49.71\|2.09\|48.35\|49.87\|48.35\|3967;2026-09-17\|49.83\|0.24\|49.21\|49.99\|49.21\|4415;2026-09-18\|50.69\|1.73\|49.95\|50.80\|49.73\|5269;2026-09-21\|51.04\|0.69\|50.58\|51.50\|50.40\|4257;2026-09-22\|51.20\|0.31\|51.19\|51.50\|50.60\|4297;2026-09-23\|51.61\|0.80\|51.25\|51.65\|50.75\|4282;2026-09-24\|51.83\|0.43\|51.61\|52.38\|51.36\|5460;2026-09-28\|51.28\|-1.06\|52.50\|52.50\|50.75\|4853;2026-09-29\|51.32\|0.08\|50.76\|51.68\|50.30\|4932;2026-09-30\|50.61\|-1.38\|51.50\|51.53\|50.40\|3226;2026-10-08\|50.83\|0.43\|50.72\|51.59\|50.04\|4539;2026-10-09\|50.30\|-1.04\|50.68\|50.77\|49.05\|6064;2026-10-12\|51.71\|2.80\|51.89\|53.35\|50.64\|12081;2026-10-13\|50.35\|-2.63\|51.05\|51.30\|49.00\|9959;2026-10-14\|48.73\|-3.22\|50.21\|50.49\|48.70\|5152;2026-10-15\|47.54\|-2.44\|48.00\|48.36\|47.21\|5150;2026-10-16\|48.67\|2.38\|49.18\|49.58\|48.01\|5112;2026-10-19\|49.44\|1.58\|48.56\|49.59\|47.91\|5318;2026-10-20\|50.10\|1.33\|49.58\|50.40\|49.03\|4934;2026-10-21\|49.98\|-0.24\|50.33\|50.40\|48.52\|5253;2026-10-22\|49.78\|-0.40\|49.54\|49.78\|48.05\|4706;2026-10-23\|48.86\|-1.85\|48.58\|49.10\|46.26\|9274;2026-10-26\|49.99\|2.31\|48.31\|49.99\|48.31\|7074;2026-10-27\|50.58\|1.18\|54.00\|54.50\|50.51\|15007;2026-10-28\|52.33\|3.46\|51.51\|53.07\|50.90\|12660;2026-10-29\|52.50\|0.32\|51.98\|53.48\|51.84\|9278;2026-10-30\|50.07\|-4.63\|51.50\|52.95\|50.04\|8821;2026-11-02\|51.44\|2.74\|50.45\|51.80\|49.24\|8433;2026-11-03\|50.59\|-1.65\|51.35\|51.50\|50.07\|5849;2026-11-04\|51.49\|1.78\|51.00\|51.70\|49.90\|9060;2026-11-05\|51.88\|0.76\|51.08\|52.48\|51.01\|9505;2026-11-06\|50.90\|-1.89\|50.10\|51.76\|49.98\|10318
127312		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。	公司及全资子公司拟申请预重整及重整	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\|4.51\|0.67\|4.48\|4.51\|4.30\|70980;2026-07-15\|4.46\|-1.11\|4.38\|4.52\|4.38\|61961;2026-07-16\|4.46\|0.00\|4.40\|4.49\|4.31\|58334;2026-07-17\|4.44\|-0.45\|4.46\|4.50\|4.37\|62386;2026-07-20\|4.45\|0.23\|4.45\|4.66\|4.36\|93008;2026-07-21\|4.32\|-2.92\|4.39\|4.44\|4.18\|98976;2026-07-22\|4.17\|-3.47\|4.28\|4.28\|4.16\|56723;2026-07-23\|4.16\|-0.24\|4.13\|4.23\|4.11\|56896;2026-07-24\|4.08\|-1.92\|4.18\|4.18\|4.03\|52872;2026-07-27\|4.49\|10.05\|4.12\|4.49\|4.08\|116224;2026-07-28\|4.56\|1.56\|4.69\|4.89\|4.50\|168628;2026-07-29\|4.66\|2.19\|4.74\|4.75\|4.56\|99035;2026-07-30\|4.63\|-0.64\|4.60\|4.71\|4.53\|73371;2026-07-31\|4.66\|0.65\|4.60\|4.69\|4.58\|58095;2026-08-03\|4.67\|0.21\|4.61\|4.71\|4.61\|57736;2026-08-04\|4.70\|0.64\|4.67\|4.73\|4.60\|61588;2026-08-05\|4.63\|-1.49\|4.70\|4.73\|4.62\|71535;2026-08-06\|4.53\|-2.16\|4.66\|4.68\|4.53\|58150;2026-08-07\|4.62\|1.99\|4.55\|4.72\|4.45\|80785;2026-08-10\|4.62\|0.00\|4.62\|4.75\|4.56\|74555;2026-08-11\|4.63\|0.22\|4.56\|4.63\|4.54\|60613;2026-08-12\|4.68\|1.08\|4.63\|4.75\|4.62\|81262;2026-08-13\|4.79\|2.35\|4.68\|4.89\|4.64\|152781;2026-08-14\|4.86\|1.46\|4.89\|4.91\|4.72\|120301;2026-08-17\|4.86\|0.00\|4.91\|4.96\|4.77\|106016;2026-08-18\|5.08\|4.53\|4.84\|5.22\|4.81\|250295;2026-08-19\|5.05\|-0.59\|5.01\|5.27\|4.90\|210729;2026-08-20\|5.12\|1.39\|5.05\|5.18\|4.82\|128428;2026-08-21\|5.63\|9.96\|5.10\|5.63\|5.06\|299325;2026-08-24\|6.03\|7.10\|5.83\|6.10\|5.68\|419871;2026-08-25\|5.75\|-4.64\|6.00\|6.54\|5.71\|492611;2026-08-26\|5.76\|0.17\|5.80\|5.97\|5.66\|248744;2026-08-27\|6.10\|5.90\|5.75\|6.10\|5.72\|270907;2026-08-28\|6.65\|9.02\|6.18\|6.71\|6.15\|476919;2026-08-31\|7.26\|9.17\|6.73\|7.31\|6.51\|489099;2026-09-01\|7.30\|0.55\|7.25\|7.49\|6.88\|438294;2026-09-02\|7.60\|4.11\|7.30\|7.67\|7.19\|346261;2026-09-03\|7.22\|-5.00\|7.53\|7.70\|7.10\|399839;2026-09-04\|6.81\|-5.68\|7.15\|7.30\|6.50\|483467;2026-09-07\|7.49\|9.99\|6.76\|7.49\|6.70\|381839;2026-09-08\|7.42\|-0.93\|7.71\|7.81\|7.28\|329564;2026-09-09\|7.51\|1.21\|7.47\|7.73\|7.25\|237966;2026-09-10\|7.58\|0.93\|7.35\|7.73\|7.30\|211140;2026-09-11\|7.53\|-0.66\|7.54\|7.75\|7.35\|222286;2026-09-14\|7.10\|-5.71\|7.60\|7.64\|6.90\|258697;2026-09-15\|6.39\|-10.00\|6.98\|6.98\|6.39\|382597;2026-09-16\|6.53\|2.19\|6.32\|6.61\|6.30\|267480;2026-09-17\|7.18\|9.95\|6.53\|7.18\|6.41\|313162;2026-09-18\|6.46\|-10.03\|6.46\|7.08\|6.46\|680818;2026-09-21\|5.81\|-10.06\|6.22\|6.22\|5.81\|536147;2026-09-22\|6.02\|3.61\|5.81\|6.05\|5.77\|358487;2026-09-23\|5.80\|-3.65\|6.05\|6.09\|5.76\|214426;2026-09-24\|5.73\|-1.21\|5.75\|5.85\|5.51\|228379;2026-09-28\|5.92\|3.32\|5.77\|6.05\|5.75\|189571;2026-09-29\|6.21\|4.90\|5.92\|6.31\|5.92\|248701;2026-09-30\|6.17\|-0.64\|6.30\|6.34\|6.05\|156471;2026-10-08\|6.08\|-1.46\|6.18\|6.33\|6.03\|165219;2026-10-09\|6.06\|-0.33\|6.01\|6.15\|5.75\|180646;2026-10-12\|5.92\|-2.31\|6.08\|6.20\|5.90\|136492;2026-10-13\|6.19\|4.56\|5.69\|6.26\|5.69\|217923;2026-10-14\|6.58\|6.30\|6.19\|6.81\|6.15\|347577;2026-10-15\|6.24\|-5.17\|6.52\|6.74\|6.10\|250367;2026-10-16\|6.25\|0.16\|6.10\|6.35\|6.10\|104185;2026-10-19\|6.10\|-2.40\|6.20\|6.22\|6.01\|86025;2026-10-20\|6.20\|1.64\|6.11\|6.25\|6.06\|75693;2026-10-21\|6.14\|-0.97\|6.19\|6.24\|6.06\|62370;2026-10-22\|5.98\|-2.61\|6.09\|6.20\|5.95\|63968;2026-10-23\|5.98\|0.00\|5.96\|6.03\|5.65\|105144;2026-10-26\|5.84\|-2.34\|5.90\|6.00\|5.83\|60061;2026-10-27\|5.89\|0.86\|5.98\|6.17\|5.83\|95230;2026-10-28\|5.93\|0.68\|5.95\|5.98\|5.76\|47754;2026-10-29\|5.73\|-3.37\|5.94\|5.96\|5.64\|71590;2026-10-30\|5.56\|-2.97\|5.70\|5.76\|5.55\|76853;2026-11-02\|5.56\|0.00\|5.52\|5.72\|5.43\|75285;2026-11-03\|5.56\|0.00\|5.57\|5.61\|5.43\|39250;2026-11-04\|5.64\|1.44\|5.52\|5.65\|5.50\|65294;2026-11-05\|5.77\|2.31\|5.66\|5.92\|5.66\|77059;2026-11-06\|5.92\|2.60\|5.59\|6.17\|5.53\|103962
127311			新型家居生活陶瓷供应商，外贸收入占比近8成	2026-06-29\|8.80\|-4.66\|9.15\|9.15\|8.77\|21469;2026-06-30\|8.72\|-0.91\|8.88\|8.88\|8.53\|10710;2026-07-01\|8.98\|2.98\|8.68\|9.00\|8.56\|14410;2026-07-02\|9.17\|2.12\|8.89\|9.34\|8.86\|15479;2026-07-03\|9.22\|0.55\|9.19\|9.35\|9.07\|12187;2026-07-06\|8.99\|-2.49\|9.23\|9.33\|8.96\|19304;2026-07-07\|8.75\|-2.67\|8.99\|9.25\|8.71\|16816;2026-07-08\|8.80\|0.57\|8.82\|8.83\|8.61\|7490;2026-07-09\|8.60\|-2.27\|8.80\|8.87\|8.58\|8551;2026-07-10\|8.55\|-0.58\|8.54\|8.70\|8.49\|14873;2026-07-13\|8.18\|-4.33\|8.52\|8.58\|8.13\|14707;2026-07-14\|8.12\|-0.73\|8.10\|8.27\|7.99\|17722;2026-07-15\|8.09\|-0.37\|8.02\|8.16\|7.93\|16864;2026-07-16\|8.14\|0.62\|8.09\|8.28\|7.95\|11380;2026-07-17\|7.98\|-1.97\|8.07\|8.17\|7.90\|11750;2026-07-20\|7.18\|-10.03\|8.09\|8.09\|7.18\|23751;2026-07-21\|6.98\|-2.79\|7.18\|7.18\|6.48\|24057;2026-07-22\|6.70\|-4.01\|6.96\|7.05\|6.65\|11049;2026-07-23\|7.08\|5.67\|6.75\|7.22\|6.67\|12728;2026-07-24\|7.07\|-0.14\|7.09\|7.21\|6.93\|7896;2026-07-27\|7.16\|1.27\|7.07\|7.19\|6.96\|5727;2026-07-28\|7.09\|-0.98\|7.03\|7.22\|6.97\|10315;2026-07-29\|7.16\|0.99\|7.14\|7.17\|6.96\|9504;2026-07-30\|7.13\|-0.42\|7.11\|7.36\|7.02\|9983;2026-07-31\|7.33\|2.81\|7.18\|7.33\|7.18\|9772;2026-08-03\|7.70\|5.05\|7.51\|8.06\|7.51\|82680;2026-08-04\|8.29\|7.66\|7.63\|8.34\|7.55\|54646;2026-08-05\|8.52\|2.77\|8.29\|8.52\|8.24\|19130;2026-08-06\|8.73\|2.46\|8.49\|8.87\|8.31\|28556;2026-08-07\|8.60\|-1.49\|8.70\|8.71\|8.49\|20126;2026-08-10\|9.25\|7.56\|8.55\|9.29\|8.55\|38399;2026-08-11\|9.36\|1.19\|9.27\|9.49\|9.12\|24446;2026-08-12\|9.59\|2.46\|9.29\|9.68\|9.29\|28217;2026-08-13\|9.34\|-2.61\|9.75\|9.97\|9.27\|34340;2026-08-14\|9.56\|2.36\|9.34\|9.59\|9.07\|28373;2026-08-17\|9.57\|0.10\|9.53\|9.80\|9.48\|15603;2026-08-18\|9.76\|1.99\|9.74\|9.85\|9.52\|22033;2026-08-19\|9.80\|0.41\|9.70\|10.10\|9.70\|36068;2026-08-20\|10.65\|8.67\|9.62\|10.78\|9.62\|63518;2026-08-21\|11.72\|10.05\|10.60\|11.72\|10.51\|57428;2026-08-24\|11.86\|1.19\|12.29\|12.30\|11.58\|75655;2026-08-25\|11.66\|-1.69\|11.87\|11.99\|11.38\|42826;2026-08-26\|12.83\|10.03\|11.66\|12.83\|11.55\|53604;2026-08-27\|13.31\|3.74\|12.58\|13.58\|12.58\|54008;2026-08-28\|12.92\|-2.93\|13.00\|13.16\|12.59\|31999;2026-08-31\|11.65\|-9.83\|12.18\|12.70\|11.63\|56430;2026-09-01\|11.66\|0.09\|11.99\|12.10\|11.52\|27130;2026-09-02\|11.57\|-0.77\|11.28\|11.97\|11.28\|13517;2026-09-03\|11.36\|-1.81\|11.58\|11.87\|10.80\|47873;2026-09-04\|11.83\|4.14\|11.57\|11.91\|11.21\|30261;2026-09-07\|11.93\|0.85\|11.88\|12.81\|11.83\|50020;2026-09-08\|11.93\|0.00\|11.99\|12.00\|11.46\|19298;2026-09-09\|12.18\|2.10\|11.81\|12.24\|11.81\|17775;2026-09-10\|12.40\|1.81\|12.02\|12.73\|12.01\|26890;2026-09-11\|12.81\|3.31\|12.36\|12.88\|12.07\|27228;2026-09-14\|13.00\|1.48\|13.00\|13.33\|12.55\|28211;2026-09-15\|12.20\|-6.15\|12.94\|13.20\|12.20\|32146;2026-09-16\|12.30\|0.82\|12.20\|12.50\|12.01\|20209;2026-09-17\|13.53\|10.00\|12.30\|13.53\|12.11\|45996;2026-09-18\|13.79\|1.92\|13.69\|13.81\|13.20\|34024;2026-09-21\|14.14\|2.54\|13.78\|14.33\|13.75\|26741;2026-09-22\|13.86\|-1.98\|14.15\|14.50\|13.58\|29529;2026-09-23\|13.78\|-0.58\|13.93\|13.99\|13.54\|11387;2026-09-24\|13.24\|-3.92\|14.00\|14.00\|13.24\|18210;2026-09-28\|12.79\|-3.40\|13.38\|13.38\|12.60\|18271;2026-09-29\|12.45\|-2.66\|12.83\|12.93\|12.25\|15966;2026-09-30\|12.56\|0.88\|12.58\|12.70\|12.32\|12252;2026-10-08\|11.77\|-6.29\|11.86\|12.30\|11.65\|35945;2026-10-09\|12.95\|10.03\|12.00\|12.95\|11.90\|43018;2026-10-12\|12.27\|-5.25\|12.96\|12.97\|12.25\|34362;2026-10-13\|12.06\|-1.71\|12.22\|12.48\|11.82\|15906;2026-10-14\|12.33\|2.24\|12.18\|12.70\|12.18\|21169;2026-10-15\|12.25\|-0.65\|12.16\|12.62\|12.10\|16797;2026-10-16\|12.95\|5.71\|12.25\|12.96\|12.25\|16636;2026-10-20\|12.19\|-5.87\|12.83\|12.83\|11.69\|62321;2026-10-21\|13.09\|7.38\|12.06\|13.41\|11.95\|58393;2026-10-22\|13.38\|2.22\|12.98\|14.00\|12.60\|66211;2026-10-23\|14.72\|10.01\|13.00\|14.72\|12.70\|116658;2026-10-26\|14.56\|-1.09\|14.20\|15.59\|14.18\|112094;2026-10-27\|14.23\|-2.27\|14.43\|14.89\|14.02\|76272;2026-10-28\|14.42\|1.34\|14.21\|14.75\|13.71\|69223;2026-10-29\|14.19\|-1.59\|14.42\|14.46\|13.94\|51984;2026-10-30\|14.09\|-0.70\|14.06\|14.69\|14.01\|48809;2026-11-02\|12.68\|-10.01\|14.13\|14.28\|12.68\|89798;2026-11-03\|12.27\|-3.23\|12.34\|12.82\|12.10\|56335;2026-11-04\|12.62\|2.85\|12.26\|12.67\|12.03\|38939;2026-11-05\|13.06\|3.49\|12.99\|13.48\|12.40\|40186;2026-11-06\|12.76\|-2.30\|12.78\|13.18\|12.50\|34304
127310		碳酸锂+郴州锂矿+控制权拟变更公司原因： 1、据2025年半年度报告，公司已于2023年9月完成注册地迁至郴州临武县，依托当地锂矿推进“采矿+选矿+碳酸锂”纵向一体化项目，一期1万吨碳酸锂冶炼产线有序建设中。 2、据2026年2月28日进展公告，控股股东上海领亿、温萍与山南锑金于2025年11月28日签署股份转让协议，山南锑金拟受让7.7646%股份并将成为第一大股东，控制权拟变更。 3、据2024年年度报告，公司主营锂云母、碳酸锂，已形成“采矿+选矿+基础锂电原料生产”完整产业链，2024年碳酸锂低迷期仍保持稳定运营。	兴业银锡要约收购拟拿下公司控制权，要约收购价格18元/股	2026-06-29\|11.31\|-4.96\|11.31\|11.45\|11.31\|47498;2026-06-30\|10.74\|-5.04\|10.74\|10.74\|10.74\|8552;2026-07-01\|11.28\|5.03\|10.95\|11.28\|10.95\|204515;2026-07-02\|11.84\|4.96\|11.84\|11.84\|11.84\|2883;2026-07-03\|12.43\|4.98\|12.43\|12.43\|12.43\|7338;2026-07-06\|11.65\|-6.28\|12.40\|13.67\|11.64\|507129;2026-07-07\|10.49\|-9.96\|11.65\|11.92\|10.49\|250813;2026-07-08\|10.84\|3.34\|9.84\|11.28\|9.70\|339174;2026-07-09\|11.60\|7.01\|10.82\|11.92\|10.62\|289423;2026-07-10\|11.25\|-3.02\|11.80\|12.25\|11.23\|274519;2026-07-13\|11.55\|2.67\|11.55\|11.92\|11.19\|211582;2026-07-14\|10.91\|-5.54\|11.47\|11.74\|10.52\|212962;2026-07-15\|9.90\|-9.26\|10.50\|10.65\|9.82\|290775;2026-07-16\|9.83\|-0.71\|9.65\|10.25\|9.63\|150007;2026-07-17\|8.85\|-9.97\|9.76\|9.94\|8.85\|245262;2026-07-20\|8.07\|-8.81\|8.85\|9.24\|7.97\|258753;2026-07-21\|7.85\|-2.73\|7.95\|8.11\|7.27\|251125;2026-07-22\|8.15\|3.82\|7.79\|8.44\|7.68\|191346;2026-07-23\|8.97\|10.06\|8.16\|8.97\|8.16\|72466;2026-07-24\|8.64\|-3.68\|9.42\|9.87\|8.51\|290427;2026-07-27\|9.45\|9.38\|8.80\|9.45\|8.38\|180688;2026-07-28\|9.68\|2.43\|9.25\|10.15\|9.24\|197068;2026-07-29\|10.65\|10.02\|9.88\|10.65\|9.61\|202990;2026-07-30\|11.72\|10.05\|10.99\|11.72\|10.78\|278296;2026-07-31\|11.17\|-4.69\|12.00\|12.89\|10.90\|405903;2026-08-03\|12.19\|9.13\|11.34\|12.29\|10.72\|387986;2026-08-04\|11.91\|-2.30\|11.80\|12.60\|11.79\|236746;2026-08-05\|12.25\|2.85\|11.80\|12.38\|11.54\|169401;2026-08-06\|13.48\|10.04\|12.50\|13.48\|12.40\|217172;2026-08-07\|14.50\|7.57\|14.00\|14.59\|13.21\|293947;2026-08-10\|15.95\|10.00\|14.50\|15.95\|14.50\|243239;2026-08-11\|14.55\|-8.78\|15.96\|16.30\|14.36\|343168;2026-08-12\|15.05\|3.44\|14.78\|15.65\|13.38\|256384;2026-08-13\|13.60\|-9.63\|14.76\|14.96\|13.60\|224473;2026-08-14\|13.74\|1.03\|13.43\|14.25\|13.35\|145963;2026-08-17\|13.98\|1.75\|14.00\|14.60\|13.67\|199961;2026-08-18\|14.43\|3.22\|13.50\|14.54\|13.21\|180609;2026-08-19\|15.87\|9.98\|15.87\|15.87\|15.87\|22680;2026-08-20\|17.46\|10.02\|17.46\|17.46\|17.46\|6482;2026-08-21\|19.21\|10.02\|19.21\|19.21\|19.01\|304810;2026-08-24\|19.45\|1.25\|20.00\|20.00\|18.57\|469077;2026-08-25\|20.63\|6.07\|19.60\|21.40\|19.50\|330907;2026-08-26\|19.13\|-7.27\|20.13\|20.59\|18.98\|280945;2026-08-27\|19.37\|1.25\|19.34\|19.44\|18.69\|219294;2026-08-28\|19.00\|-1.91\|19.79\|19.87\|19.00\|171505;2026-08-31\|18.64\|-1.89\|18.80\|19.15\|18.50\|138474;2026-09-01\|18.38\|-1.39\|18.82\|18.91\|18.24\|130604;2026-09-02\|18.22\|-0.87\|18.37\|18.47\|18.16\|99881;2026-09-03\|18.14\|-0.44\|18.13\|18.27\|17.99\|134893;2026-09-04\|18.02\|-0.66\|18.08\|18.18\|17.99\|125768;2026-09-07\|18.05\|0.17\|18.02\|18.15\|17.95\|130291;2026-09-08\|18.06\|0.06\|18.02\|18.12\|18.00\|83439;2026-09-09\|18.12\|0.33\|18.03\|18.18\|18.03\|72731;2026-09-10\|18.63\|2.81\|18.12\|19.48\|18.05\|214909;2026-09-11\|18.20\|-2.31\|18.36\|18.46\|18.15\|102949;2026-09-14\|18.27\|0.38\|18.11\|18.58\|18.11\|93224;2026-09-15\|19.32\|5.75\|18.38\|19.38\|18.32\|198442;2026-09-16\|19.75\|2.23\|19.02\|19.80\|19.02\|169118;2026-09-17\|19.27\|-2.43\|19.99\|20.55\|19.11\|148040;2026-09-18\|19.84\|2.96\|19.11\|19.97\|19.10\|130083;2026-09-21\|21.82\|9.98\|19.84\|21.82\|19.80\|200970;2026-09-22\|20.84\|-4.49\|22.10\|24.00\|20.30\|359820;2026-09-23\|22.09\|6.00\|20.86\|22.46\|20.06\|171245;2026-09-24\|21.02\|-4.84\|21.87\|22.29\|20.32\|151111;2026-09-28\|22.00\|4.66\|20.95\|22.50\|19.97\|196393;2026-09-29\|22.19\|0.86\|21.90\|23.97\|19.80\|347434;2026-10-12\|24.41\|10.00\|24.41\|24.41\|24.41\|7232;2026-10-13\|26.85\|10.00\|26.85\|26.85\|24.50\|325664;2026-10-14\|29.01\|8.04\|26.07\|29.01\|26.04\|250961;2026-10-15\|28.59\|-1.45\|28.53\|30.56\|27.33\|260320;2026-10-16\|25.73\|-10.00\|28.29\|28.86\|25.73\|279635;2026-10-19\|23.16\|-9.99\|24.63\|25.30\|23.16\|221650;2026-10-20\|25.18\|8.72\|24.77\|25.40\|24.30\|231433;2026-10-21\|23.45\|-6.87\|24.88\|25.10\|22.66\|259354;2026-10-22\|21.11\|-9.98\|22.50\|22.67\|21.11\|170858;2026-10-23\|21.56\|2.13\|20.20\|22.10\|19.74\|158495;2026-10-26\|20.31\|-5.80\|21.00\|21.40\|20.07\|105503;2026-10-27\|20.39\|0.39\|20.70\|21.65\|20.33\|101729;2026-10-28\|20.16\|-1.13\|20.55\|20.68\|19.70\|94268;2026-10-29\|20.58\|2.08\|20.39\|21.15\|20.20\|101090;2026-10-30\|21.79\|5.88\|20.29\|22.19\|20.00\|126286;2026-11-02\|23.89\|9.64\|21.58\|23.97\|21.58\|167222;2026-11-03\|23.90\|0.04\|23.88\|24.66\|22.61\|147039;2026-11-04\|25.34\|6.03\|23.67\|25.66\|23.42\|153927;2026-11-05\|24.65\|-2.72\|25.04\|25.17\|24.21\|118022;2026-11-06\|25.28\|2.56\|23.82\|25.48\|23.48\|103546
127309	广期所碳酸锂主力合约站上15.8万元/吨		全球第四大、中国和亚洲第二大锂化工产品供应商，已实现锂精矿100%自给自足	2026-06-29\|59.87\|1.61\|58.20\|60.79\|56.79\|601196;2026-06-30\|61.32\|2.42\|59.90\|62.46\|59.13\|580665;2026-07-01\|62.29\|1.58\|61.80\|63.45\|59.42\|694243;2026-07-02\|60.01\|-3.66\|62.00\|62.50\|59.83\|544007;2026-07-03\|58.66\|-2.25\|61.00\|61.42\|58.63\|491595;2026-07-06\|58.91\|0.43\|58.97\|61.11\|58.00\|513184;2026-07-07\|59.19\|0.48\|59.50\|60.65\|58.54\|462369;2026-07-08\|53.27\|-10.00\|58.26\|58.29\|53.27\|668240;2026-07-09\|49.79\|-6.53\|52.33\|52.48\|47.94\|960796;2026-07-10\|47.80\|-4.00\|49.00\|50.15\|47.77\|688298;2026-07-13\|45.61\|-4.58\|47.24\|47.50\|44.92\|599038;2026-07-14\|47.35\|3.81\|45.88\|47.37\|44.75\|525483;2026-07-15\|47.43\|0.17\|47.94\|49.10\|47.02\|754792;2026-07-16\|49.34\|4.03\|46.45\|50.98\|45.15\|848784;2026-07-17\|46.99\|-4.76\|48.45\|50.22\|46.99\|672134;2026-07-20\|42.29\|-10.00\|46.01\|46.13\|42.29\|761516;2026-07-21\|43.69\|3.31\|40.99\|43.78\|40.44\|752714;2026-07-22\|43.92\|0.53\|42.83\|44.78\|42.60\|653926;2026-07-23\|46.38\|5.60\|44.49\|46.99\|44.08\|804116;2026-07-24\|43.88\|-5.39\|45.01\|45.90\|43.88\|549850;2026-07-27\|45.21\|3.03\|44.65\|45.40\|43.90\|439604;2026-07-28\|44.44\|-1.70\|44.50\|45.85\|44.09\|365196;2026-07-29\|46.08\|3.69\|44.44\|46.93\|43.13\|628279;2026-07-30\|45.46\|-1.35\|45.70\|46.27\|44.95\|425589;2026-07-31\|45.35\|-0.24\|45.57\|46.53\|45.21\|470146;2026-08-03\|45.75\|0.88\|44.53\|46.18\|43.80\|386214;2026-08-04\|46.80\|2.30\|45.75\|46.98\|45.30\|383453;2026-08-05\|47.77\|2.07\|46.96\|47.77\|46.62\|494795;2026-08-06\|47.18\|-1.24\|47.49\|47.90\|46.50\|460446;2026-08-07\|47.87\|1.46\|47.69\|48.15\|46.53\|525812;2026-08-10\|48.91\|2.17\|48.50\|49.79\|48.20\|642579;2026-08-11\|48.09\|-1.68\|48.61\|49.15\|48.03\|404478;2026-08-12\|48.53\|0.92\|48.35\|49.80\|48.22\|478861;2026-08-13\|47.76\|-1.59\|48.23\|48.65\|47.51\|476979;2026-08-14\|48.73\|2.03\|48.11\|49.11\|47.92\|493232;2026-08-17\|48.82\|0.18\|48.96\|49.11\|48.11\|385218;2026-08-18\|47.93\|-1.82\|48.94\|49.16\|47.61\|381938;2026-08-19\|46.13\|-3.76\|47.05\|47.68\|46.04\|357657;2026-08-20\|46.03\|-0.22\|46.75\|46.97\|45.87\|259004;2026-08-21\|48.38\|5.11\|45.90\|48.93\|45.80\|660993;2026-08-24\|49.10\|1.49\|49.19\|50.88\|48.60\|759350;2026-08-25\|47.01\|-4.26\|49.10\|49.10\|46.60\|549762;2026-08-26\|47.56\|1.17\|46.55\|48.42\|46.37\|418645;2026-08-27\|48.23\|1.41\|47.55\|48.25\|46.89\|339307;2026-08-28\|50.10\|3.88\|50.27\|50.98\|48.81\|900296;2026-08-31\|49.90\|-0.40\|50.20\|50.73\|48.81\|581683;2026-09-01\|49.22\|-1.36\|50.79\|50.80\|49.18\|484758;2026-09-02\|47.08\|-4.35\|48.30\|48.30\|46.85\|442571;2026-09-03\|46.92\|-0.34\|47.70\|47.98\|46.83\|341281;2026-09-04\|45.35\|-3.35\|46.80\|47.16\|45.01\|442608;2026-09-07\|45.26\|-0.20\|44.80\|45.51\|44.43\|247235;2026-09-08\|45.59\|0.73\|45.50\|45.95\|45.28\|252689;2026-09-09\|45.56\|-0.07\|45.34\|45.79\|45.05\|239670;2026-09-10\|44.69\|-1.91\|45.20\|45.30\|44.48\|204453;2026-09-11\|43.00\|-3.78\|43.46\|43.68\|42.00\|393785;2026-09-14\|42.97\|-0.07\|42.58\|43.65\|42.42\|193454;2026-09-15\|42.10\|-2.02\|42.45\|42.75\|42.01\|240134;2026-09-16\|42.35\|0.59\|42.10\|42.59\|41.08\|288759;2026-09-17\|42.74\|0.92\|42.00\|42.95\|42.00\|259635;2026-09-18\|42.76\|0.05\|43.08\|43.19\|42.37\|259942;2026-09-21\|43.26\|1.17\|42.87\|43.34\|42.54\|305285;2026-09-22\|43.12\|-0.32\|43.23\|43.57\|42.90\|257339;2026-09-23\|42.42\|-1.62\|43.14\|43.15\|42.33\|202253;2026-09-24\|40.90\|-3.58\|42.00\|42.23\|40.90\|237745;2026-09-28\|39.41\|-3.64\|40.18\|40.37\|39.27\|263263;2026-09-29\|40.55\|2.89\|39.69\|40.80\|39.60\|279172;2026-09-30\|40.25\|-0.74\|40.59\|40.90\|40.04\|190483;2026-10-08\|40.69\|1.09\|40.44\|41.64\|40.05\|277091;2026-10-09\|41.37\|1.67\|40.64\|41.81\|39.73\|417676;2026-10-12\|39.23\|-5.17\|40.32\|40.96\|39.21\|350944;2026-10-13\|38.50\|-1.86\|38.41\|38.87\|37.29\|345526;2026-10-14\|37.70\|-2.08\|38.20\|38.90\|37.66\|197581;2026-10-15\|36.80\|-2.39\|36.79\|37.08\|36.37\|263932;2026-10-16\|36.44\|-0.98\|37.45\|37.60\|36.06\|267775;2026-10-19\|36.43\|-0.03\|36.45\|36.63\|35.90\|210900;2026-10-20\|36.50\|0.19\|36.11\|36.90\|35.91\|184910;2026-10-21\|36.15\|-0.96\|37.01\|37.16\|35.95\|297377;2026-10-22\|34.91\|-3.43\|35.69\|35.98\|34.90\|270671;2026-10-23\|35.99\|3.09\|34.22\|36.08\|33.81\|349918;2026-10-26\|36.91\|2.56\|36.06\|37.26\|36.00\|414403;2026-10-27\|36.30\|-1.65\|37.47\|37.55\|36.30\|285297;2026-10-28\|36.22\|-0.22\|36.62\|36.84\|35.95\|266335;2026-10-29\|34.91\|-3.62\|35.80\|35.95\|34.88\|256452;2026-10-30\|34.50\|-1.17\|34.35\|35.74\|34.19\|247287;2026-11-02\|34.86\|1.04\|34.50\|35.08\|33.80\|283594;2026-11-03\|35.05\|0.55\|34.58\|36.06\|34.50\|379464;2026-11-04\|36.20\|3.28\|34.96\|36.22\|34.45\|417033;2026-11-05\|38.02\|5.03\|36.20\|39.00\|36.20\|640835;2026-11-06\|37.16\|-2.26\|37.00\|38.38\|36.75\|407098
127308	南亚向客户发出涨价函	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商；预计上半年净利润同比增长117%-131%，在报告期内，覆铜板板块，面对原材料价格上涨、高端产品市场需求持续高速增长等影响，公司积极调整优化产品销售结构，并推动扩产产能及时释放，从而带动覆铜板销量上升，覆铜板产品营业收入及毛利增加，推动盈利水平提升； 2、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211;2026-09-14\|146.00\|-1.64\|144.55\|149.88\|141.10\|546720;2026-09-15\|150.25\|2.91\|146.00\|156.93\|145.99\|812456;2026-09-16\|154.48\|2.82\|151.00\|157.50\|147.33\|645509;2026-09-17\|146.03\|-5.47\|153.00\|157.27\|145.00\|850456;2026-09-18\|143.93\|-1.44\|149.00\|149.60\|139.40\|875139;2026-09-21\|146.27\|1.63\|145.00\|149.99\|143.61\|670534;2026-09-22\|143.45\|-1.93\|149.50\|149.94\|142.62\|607028;2026-09-23\|143.56\|0.08\|143.00\|146.00\|142.02\|416427;2026-09-24\|137.33\|-4.34\|142.60\|142.60\|137.00\|436023;2026-09-28\|131.95\|-3.92\|136.00\|138.50\|130.00\|457069;2026-09-29\|132.98\|0.78\|131.84\|134.52\|129.20\|365030;2026-09-30\|129.96\|-2.27\|133.90\|134.33\|129.13\|353758;2026-10-08\|131.86\|1.46\|131.01\|140.00\|130.07\|729116;2026-10-09\|124.14\|-5.85\|126.70\|127.04\|118.68\|691572;2026-10-12\|120.00\|-3.33\|122.01\|126.28\|119.62\|440758;2026-10-13\|122.54\|2.12\|113.76\|124.00\|112.30\|585640;2026-10-14\|119.63\|-2.37\|122.20\|126.66\|119.00\|455539;2026-10-15\|114.61\|-4.20\|115.00\|119.08\|113.20\|512311;2026-10-16\|114.60\|-0.01\|118.00\|118.77\|112.66\|398501;2026-10-19\|117.63\|2.64\|116.50\|120.18\|111.20\|571920;2026-10-20\|117.23\|-0.34\|117.30\|121.00\|113.63\|559692;2026-10-21\|118.99\|1.50\|119.50\|124.18\|118.01\|601250;2026-10-22\|110.26\|-7.34\|119.00\|119.25\|110.21\|569972;2026-10-23\|110.81\|0.50\|107.68\|111.11\|101.00\|714513;2026-10-26\|100.26\|-9.52\|109.00\|109.49\|99.73\|708634;2026-10-27\|97.61\|-2.64\|102.26\|103.34\|97.60\|492008;2026-10-28\|102.49\|5.00\|102.20\|103.00\|100.00\|567629;2026-10-29\|94.12\|-8.17\|103.28\|103.70\|93.50\|586820;2026-10-30\|87.00\|-7.56\|89.50\|93.06\|85.90\|668606;2026-11-02\|82.08\|-5.66\|88.99\|89.33\|81.00\|930465;2026-11-03\|73.87\|-10.00\|80.00\|80.33\|73.87\|1008648;2026-11-04\|80.88\|9.49\|75.20\|81.20\|70.92\|1180061;2026-11-05\|77.78\|-3.83\|75.90\|80.32\|74.40\|1126607;2026-11-06\|70.49\|-9.37\|71.22\|72.99\|70.00\|983518
127307	广期所碳酸锂主力合约站上15.8万元/吨	津巴布韦锂矿禁令+锂矿行业原因：兴业证券指出，下游电芯需求仍维持在较高水平。同时供给端江西锂矿换证扰动不断，供给隐忧仍存，在当前现货需求旺盛，锂矿复产持续低于预期和津巴锂矿禁止出口扰动背景下，短期内锂价或将持续偏强震荡。公司原因： 1、据2026年3月26日财闻报道，3月23日晚间津巴布韦禁止锂精矿外运消息升级，供给扰动推动锂矿板块整体走高。 3、据2025年8月23日半年报，公司掌控阿根廷、马里等多处优质锂矿资源，2025年锂资源自给率预计超50%，成本优势显著。	全球最大的金属锂生产商，全球第三大及中国最大的锂化合物生产商；公司固态电池研发进展顺利，已形成全链路布局，覆盖硫化物电解质、氧化物电解质、金属锂负极等关键环节	2026-06-29\|64.07\|1.09\|63.00\|64.75\|61.70\|522232;2026-06-30\|65.40\|2.08\|64.08\|67.19\|63.56\|508657;2026-07-01\|65.92\|0.80\|66.00\|66.72\|63.10\|610760;2026-07-02\|63.99\|-2.93\|65.45\|66.19\|63.88\|399261;2026-07-03\|62.97\|-1.59\|64.90\|65.00\|62.91\|404447;2026-07-06\|62.83\|-0.22\|63.19\|65.90\|62.48\|570545;2026-07-07\|61.44\|-2.21\|63.88\|64.17\|61.25\|457968;2026-07-08\|56.17\|-8.58\|60.57\|61.12\|56.03\|694985;2026-07-09\|55.99\|-0.32\|56.00\|56.96\|53.26\|717103;2026-07-10\|53.63\|-4.21\|55.98\|55.98\|53.61\|563887;2026-07-13\|51.13\|-4.66\|53.47\|53.47\|50.35\|506173;2026-07-14\|52.55\|2.78\|51.38\|52.67\|50.20\|410356;2026-07-15\|51.50\|-1.72\|52.99\|53.47\|51.33\|395263;2026-07-16\|49.97\|-2.97\|50.60\|52.49\|49.44\|672465;2026-07-17\|48.48\|-2.98\|50.04\|50.88\|48.33\|502832;2026-07-20\|46.11\|-4.89\|48.23\|48.47\|45.30\|615237;2026-07-21\|47.69\|3.43\|45.85\|47.81\|45.19\|507371;2026-07-22\|47.43\|-0.55\|47.40\|48.54\|46.95\|428061;2026-07-23\|51.19\|7.93\|47.92\|51.23\|47.55\|851533;2026-07-24\|49.03\|-4.22\|50.00\|51.10\|49.00\|512511;2026-07-27\|50.08\|2.14\|49.85\|50.65\|48.90\|419955;2026-07-28\|49.04\|-2.08\|49.50\|50.69\|48.65\|364266;2026-07-29\|49.92\|1.79\|49.20\|50.67\|47.47\|531431;2026-07-30\|49.93\|0.02\|49.48\|50.69\|49.36\|453900;2026-07-31\|49.71\|-0.44\|49.66\|50.92\|49.60\|437785;2026-08-03\|50.40\|1.39\|48.90\|50.90\|47.91\|412492;2026-08-04\|51.70\|2.58\|50.30\|51.98\|50.30\|380785;2026-08-05\|52.98\|2.48\|52.00\|52.98\|51.20\|431929;2026-08-06\|52.24\|-1.40\|52.75\|53.25\|51.65\|407788;2026-08-07\|52.82\|1.11\|52.60\|53.08\|51.46\|406332;2026-08-10\|54.13\|2.48\|53.50\|55.18\|53.13\|545744;2026-08-11\|53.42\|-1.31\|54.14\|54.38\|53.26\|335334;2026-08-12\|53.90\|0.90\|53.80\|55.12\|53.40\|375117;2026-08-13\|53.16\|-1.37\|53.58\|54.03\|52.90\|352143;2026-08-14\|53.85\|1.30\|53.52\|54.63\|53.08\|344946;2026-08-17\|54.28\|0.80\|54.15\|54.57\|53.25\|333014;2026-08-18\|53.59\|-1.27\|54.51\|55.05\|53.22\|318242;2026-08-19\|51.72\|-3.49\|52.60\|53.36\|51.64\|309406;2026-08-20\|51.27\|-0.87\|52.48\|52.58\|51.15\|233537;2026-08-21\|54.12\|5.56\|51.15\|54.97\|50.81\|614171;2026-08-24\|55.63\|2.79\|54.99\|56.89\|54.99\|647635;2026-08-25\|53.05\|-4.64\|54.60\|55.77\|52.92\|459700;2026-08-26\|53.50\|0.85\|52.70\|54.47\|52.53\|329992;2026-08-27\|54.13\|1.18\|53.25\|54.15\|52.80\|279577;2026-08-28\|55.00\|1.61\|54.90\|55.62\|53.54\|479966;2026-08-31\|53.89\|-2.02\|54.23\|54.67\|53.10\|394081;2026-09-01\|52.53\|-2.52\|53.81\|54.61\|52.50\|365768;2026-09-02\|50.23\|-4.38\|51.51\|51.57\|49.80\|421894;2026-09-03\|50.52\|0.58\|51.18\|51.46\|50.42\|263879;2026-09-04\|49.09\|-2.83\|50.52\|50.94\|48.83\|311634;2026-09-07\|48.86\|-0.47\|48.21\|49.06\|48.09\|235110;2026-09-08\|49.09\|0.47\|49.15\|49.59\|48.80\|215881;2026-09-09\|49.11\|0.04\|48.85\|49.30\|48.57\|210364;2026-09-10\|48.34\|-1.57\|49.13\|49.17\|48.10\|154608;2026-09-11\|46.67\|-3.45\|47.31\|47.38\|45.77\|312788;2026-09-14\|46.68\|0.02\|46.05\|47.30\|46.00\|174120;2026-09-15\|45.58\|-2.36\|46.12\|46.46\|45.52\|221613;2026-09-16\|45.70\|0.26\|45.37\|46.09\|44.10\|313475;2026-09-17\|45.91\|0.46\|45.70\|46.16\|45.18\|243952;2026-09-18\|46.20\|0.63\|46.51\|46.60\|45.70\|224642;2026-09-21\|46.56\|0.78\|46.21\|46.72\|45.95\|251242;2026-09-22\|46.39\|-0.37\|46.56\|46.95\|46.30\|233077;2026-09-23\|45.53\|-1.85\|46.40\|46.50\|45.29\|224804;2026-09-24\|43.68\|-4.06\|45.38\|45.41\|43.67\|274649;2026-09-28\|41.90\|-4.08\|43.00\|43.21\|41.67\|289207;2026-09-29\|43.38\|3.53\|42.49\|43.75\|42.06\|351620;2026-09-30\|43.43\|0.12\|43.51\|43.94\|42.62\|246390;2026-10-08\|44.21\|1.80\|43.20\|45.16\|43.05\|447292;2026-10-09\|45.47\|2.85\|44.00\|46.10\|43.49\|583321;2026-10-12\|43.68\|-3.94\|44.60\|45.78\|43.60\|430287;2026-10-13\|41.93\|-4.01\|42.50\|42.99\|40.78\|486160;2026-10-14\|41.00\|-2.22\|41.79\|42.39\|40.96\|286027;2026-10-15\|40.01\|-2.41\|40.01\|40.26\|39.21\|350818;2026-10-16\|39.29\|-1.80\|41.00\|41.50\|38.70\|627777;2026-10-19\|38.23\|-2.70\|38.08\|38.74\|37.67\|459443;2026-10-20\|37.80\|-1.12\|37.85\|38.71\|37.32\|472284;2026-10-21\|36.66\|-3.02\|37.83\|38.00\|36.45\|455955;2026-10-22\|35.48\|-3.22\|36.36\|36.77\|35.48\|371859;2026-10-23\|36.69\|3.41\|34.52\|36.81\|34.42\|484784;2026-10-26\|37.09\|1.09\|36.35\|37.42\|36.04\|383116;2026-10-27\|36.45\|-1.73\|37.75\|37.85\|36.41\|306609;2026-10-28\|36.46\|0.03\|36.82\|37.05\|36.25\|288997;2026-10-29\|35.36\|-3.02\|36.10\|36.22\|35.35\|265210;2026-10-30\|34.96\|-1.13\|34.77\|36.20\|34.68\|275797;2026-11-02\|35.58\|1.77\|35.00\|35.74\|34.36\|317623;2026-11-03\|35.84\|0.73\|35.37\|36.84\|35.23\|402552;2026-11-04\|37.01\|3.26\|35.84\|37.06\|35.10\|461635;2026-11-05\|39.33\|6.27\|37.20\|40.46\|37.13\|759365;2026-11-06\|38.22\|-2.82\|38.36\|40.02\|38.14\|549576
127306	南亚向客户发出涨价函	钨矿增储+PCB钻针棒扩产+西南研发中心行业原因： 1、中钨在线最新数据显示，截至2月9日，65%黑钨精矿价格报68.5万元/标吨，较年初涨48.9%。仲钨酸铵（APT）价格报100万元/吨，较年初涨49.3%。 2、江海证券研报认为，需求端的快速增长是推动钨粉价格上行的核心动力。在新能源、光伏等高景气赛道加速扩张的背景下，钨作为关键功能性材料的战略价值不断提升。公司原因： 1、据2026年2月10日公告，子公司株洲硬质合金集团有限公司拟1.45亿元投建PCB钻针棒3000万支/年项目，建设期12个月，巩固PCB刀具全产业链龙头地位。 2、据2026年1月21日公告，柿竹园矿区新增钨金属量9.17万吨，公司钨资源保有量升至约68万吨。 3、据2026年2月11日公告，董事会同意在成都建设西南研发中心，总投资9929.8万元，建设期18个月。	公司旗下子公司金洲公司是PCB微钻领域龙头，具备极小径钻头精磨等核心技术	2026-06-29\|95.57\|-3.96\|98.00\|101.50\|91.68\|1015100;2026-06-30\|95.72\|0.16\|94.00\|97.30\|92.52\|775556;2026-07-01\|95.94\|0.23\|98.61\|101.33\|94.41\|758931;2026-07-02\|97.03\|1.14\|91.00\|101.50\|90.68\|1054773;2026-07-03\|89.63\|-7.63\|95.00\|96.53\|87.88\|979989;2026-07-06\|80.46\|-10.00\|89.76\|90.58\|80.46\|1088862;2026-07-07\|76.84\|-4.50\|80.13\|80.80\|75.41\|753162;2026-07-08\|73.95\|-3.76\|77.61\|78.79\|72.98\|611139;2026-07-09\|75.99\|2.76\|75.00\|76.46\|71.06\|672849;2026-07-10\|74.71\|-1.68\|75.99\|80.11\|74.60\|783606;2026-07-13\|69.36\|-7.16\|74.23\|76.00\|68.70\|678675;2026-07-14\|74.79\|7.83\|69.50\|75.25\|69.01\|735656;2026-07-15\|69.80\|-6.67\|76.00\|76.50\|69.55\|665468;2026-07-16\|67.25\|-3.65\|68.55\|70.63\|66.37\|511126;2026-07-17\|60.76\|-9.65\|67.51\|67.93\|60.53\|670218;2026-07-20\|56.04\|-7.77\|63.79\|64.00\|54.68\|752864;2026-07-21\|60.44\|7.85\|57.49\|60.69\|50.82\|930477;2026-07-22\|58.11\|-3.86\|59.79\|62.60\|57.19\|738402;2026-07-23\|57.75\|-0.62\|58.80\|59.40\|56.90\|486557;2026-07-24\|55.51\|-3.88\|56.49\|58.50\|55.30\|435458;2026-07-27\|58.99\|6.27\|56.34\|58.99\|54.43\|541219;2026-07-28\|53.98\|-8.49\|57.78\|58.78\|53.48\|610038;2026-07-29\|52.54\|-2.67\|53.68\|54.55\|50.61\|614815;2026-07-30\|48.40\|-7.88\|52.57\|53.58\|47.47\|677262;2026-07-31\|49.51\|2.29\|51.88\|52.98\|49.51\|650854;2026-08-03\|47.99\|-3.07\|49.59\|50.24\|47.66\|486367;2026-08-04\|52.21\|8.79\|48.61\|52.79\|48.12\|809797;2026-08-05\|57.43\|10.00\|52.01\|57.43\|52.01\|828989;2026-08-06\|62.50\|8.83\|61.45\|63.17\|59.47\|1715016;2026-08-07\|67.01\|7.22\|62.47\|67.99\|62.30\|1529225;2026-08-10\|72.80\|8.64\|69.00\|73.68\|66.38\|1595134;2026-08-11\|68.15\|-6.39\|69.02\|70.70\|67.72\|1272998;2026-08-12\|70.43\|3.35\|68.00\|71.88\|66.70\|1095416;2026-08-13\|66.70\|-5.30\|71.59\|72.00\|66.68\|1197480;2026-08-14\|68.29\|2.38\|66.89\|68.98\|66.25\|793836;2026-08-17\|70.49\|3.22\|68.60\|70.55\|68.20\|802215;2026-08-18\|72.94\|3.48\|72.01\|75.50\|71.11\|1184806;2026-08-19\|66.16\|-9.30\|68.80\|70.60\|65.68\|1048449;2026-08-20\|64.45\|-2.58\|68.00\|68.24\|63.58\|843824;2026-08-21\|68.14\|5.73\|64.51\|68.60\|63.91\|835712;2026-08-24\|66.76\|-2.03\|69.00\|69.58\|64.80\|896396;2026-08-25\|63.81\|-4.42\|65.70\|65.86\|62.00\|788191;2026-08-26\|63.01\|-1.25\|63.83\|64.78\|62.61\|599756;2026-08-27\|67.54\|7.19\|62.64\|67.96\|62.64\|882610;2026-08-28\|66.76\|-1.15\|67.90\|69.40\|66.35\|840195;2026-08-31\|65.80\|-1.44\|64.80\|65.98\|63.37\|666156;2026-09-01\|62.33\|-5.27\|65.78\|65.79\|62.28\|614949;2026-09-02\|59.77\|-4.11\|60.47\|61.00\|59.30\|555464;2026-09-03\|60.02\|0.42\|60.63\|60.89\|59.24\|401937;2026-09-04\|57.64\|-3.97\|60.61\|61.22\|57.08\|567253;2026-09-07\|60.00\|4.09\|58.00\|60.28\|57.46\|554320;2026-09-08\|59.86\|-0.23\|60.01\|61.60\|59.50\|454546;2026-09-09\|60.50\|1.07\|61.02\|61.63\|59.62\|491358;2026-09-10\|59.42\|-1.79\|59.22\|60.25\|58.65\|285276;2026-09-11\|58.52\|-1.51\|57.83\|59.00\|56.30\|488451;2026-09-14\|59.17\|1.11\|57.99\|59.59\|56.93\|373537;2026-09-15\|62.23\|5.17\|60.58\|63.56\|60.57\|987478;2026-09-16\|62.04\|-0.31\|60.78\|62.75\|59.70\|791821;2026-09-17\|60.90\|-1.84\|61.99\|63.37\|60.27\|662067;2026-09-18\|61.76\|1.41\|61.86\|62.48\|60.31\|611256;2026-09-21\|60.49\|-2.06\|61.29\|61.71\|59.62\|758634;2026-09-22\|60.26\|-0.38\|61.00\|62.46\|59.91\|737883;2026-09-23\|59.16\|-1.83\|60.26\|60.26\|58.71\|447906;2026-09-24\|57.18\|-3.35\|58.62\|59.06\|57.00\|361602;2026-09-28\|53.25\|-6.87\|57.00\|57.00\|53.00\|469254;2026-09-29\|53.69\|0.83\|53.57\|54.48\|52.60\|332605;2026-09-30\|52.74\|-1.77\|53.90\|54.09\|52.61\|246798;2026-10-08\|51.85\|-1.69\|52.75\|53.74\|51.15\|288317;2026-10-09\|51.13\|-1.39\|51.74\|51.80\|48.81\|411343;2026-10-12\|48.34\|-5.46\|50.90\|50.90\|48.24\|319826;2026-10-13\|48.17\|-0.35\|46.80\|49.06\|45.75\|452033;2026-10-14\|46.67\|-3.11\|48.81\|49.19\|46.60\|450827;2026-10-15\|44.19\|-5.31\|44.89\|45.45\|43.82\|514764;2026-10-16\|43.66\|-1.20\|45.03\|45.45\|43.20\|416882;2026-10-19\|42.79\|-1.99\|43.34\|43.44\|41.28\|414600;2026-10-20\|43.81\|2.38\|43.23\|44.80\|42.25\|417436;2026-10-21\|44.00\|0.43\|43.88\|44.76\|43.60\|329336;2026-10-22\|41.64\|-5.36\|44.00\|44.10\|41.53\|379305;2026-10-23\|42.28\|1.54\|40.18\|42.65\|38.58\|533902;2026-10-26\|40.07\|-5.23\|42.10\|42.28\|39.65\|412528;2026-10-27\|38.89\|-2.94\|40.81\|41.10\|38.88\|320071;2026-10-28\|39.69\|2.06\|39.59\|40.20\|38.75\|345457;2026-10-29\|38.01\|-4.23\|39.70\|40.58\|37.99\|378765;2026-10-30\|35.81\|-5.79\|36.64\|38.08\|35.70\|469976;2026-11-02\|36.78\|2.71\|36.36\|37.10\|35.31\|483800;2026-11-03\|35.66\|-3.05\|36.52\|37.66\|35.30\|490444;2026-11-04\|39.23\|10.01\|36.21\|39.23\|35.41\|786973;2026-11-05\|40.69\|3.72\|39.80\|41.96\|39.80\|970811;2026-11-06\|38.65\|-5.01\|38.45\|39.60\|38.19\|551319
127305	南亚向客户发出涨价函	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：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，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497;2026-09-14\|125.70\|-1.99\|122.28\|128.49\|122.25\|351806;2026-09-15\|125.82\|0.10\|125.70\|130.60\|125.10\|408969;2026-09-16\|127.80\|1.57\|126.49\|129.90\|124.06\|435413;2026-09-17\|123.48\|-3.38\|127.80\|129.36\|123.29\|444465;2026-09-18\|123.50\|0.02\|126.20\|126.66\|119.30\|589582;2026-09-21\|126.00\|2.02\|125.72\|127.60\|123.70\|443346;2026-09-22\|125.14\|-0.68\|128.00\|129.94\|124.66\|440094;2026-09-23\|128.10\|2.37\|124.66\|129.67\|124.11\|619438;2026-09-24\|124.05\|-3.16\|126.61\|128.00\|123.30\|379225;2026-09-28\|117.20\|-5.52\|123.00\|123.75\|116.23\|421237;2026-09-29\|119.07\|1.60\|117.30\|120.18\|115.69\|257705;2026-09-30\|115.93\|-2.64\|119.66\|120.08\|114.50\|303828;2026-10-08\|115.88\|-0.04\|117.50\|123.11\|115.00\|461386;2026-10-09\|112.29\|-3.10\|113.14\|113.50\|106.31\|532365;2026-10-12\|109.62\|-2.38\|110.90\|116.06\|109.10\|365200;2026-10-13\|115.90\|5.73\|104.98\|117.39\|104.58\|598065;2026-10-14\|115.00\|-0.78\|115.50\|119.29\|114.66\|453824;2026-10-15\|116.18\|1.03\|115.00\|118.89\|113.07\|752815;2026-10-16\|113.38\|-2.41\|117.00\|117.77\|110.10\|542044;2026-10-19\|111.75\|-1.44\|112.20\|114.20\|106.06\|453523;2026-10-20\|111.01\|-0.66\|111.87\|114.70\|109.35\|377634;2026-10-21\|114.97\|3.57\|114.26\|118.50\|113.63\|519300;2026-10-22\|106.96\|-6.97\|114.47\|114.97\|106.33\|589889;2026-10-23\|107.06\|0.09\|103.50\|107.95\|99.00\|581685;2026-10-26\|98.90\|-7.62\|104.00\|104.94\|97.84\|561875;2026-10-27\|99.20\|0.30\|100.90\|102.89\|99.17\|451342;2026-10-28\|104.57\|5.41\|102.00\|105.90\|101.70\|539951;2026-10-29\|94.11\|-10.00\|103.32\|103.32\|94.11\|569677;2026-10-30\|87.34\|-7.19\|88.83\|92.99\|85.22\|640442;2026-11-02\|86.05\|-1.48\|89.00\|89.30\|84.03\|638614;2026-11-03\|78.14\|-9.19\|83.47\|84.68\|77.45\|787648;2026-11-04\|85.95\|9.99\|78.20\|85.95\|76.30\|768996;2026-11-05\|81.00\|-5.76\|81.70\|84.83\|78.68\|1043716;2026-11-06\|73.21\|-9.62\|72.91\|76.26\|72.91\|792134
127304		AI智能眼镜+XR龙头+精密零组件+智能硬件行业原因： 1、扎克伯格否认Meta算力过剩，称发展云业务具商业潜力，公司同步曝光了7吉瓦至14吉瓦的算力跃迁目标。 2、7月9日凌晨，长鑫科技公布科创板IPO招股意向书，7月16日开启新股申购。国联民生指出，国产存储晶圆厂有望进入新一轮资本开支周期。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司AI智能眼镜产品呈现爆发性增长，公司在此领域内兼具优质客户资源、系统解决方案能力和先发优势，相关业务营收实现大幅提升。 2、据2025年年度报告，公司主营业务包括精密零组件业务和智能硬件业务，在声学、光学、微电子等领域内具有创新性竞争优势，主要产品包括AI智能眼镜、MR混合现实、智能可穿戴等。 3、据2025年年报，公司在AI智能眼镜、MR混合现实、智能无线耳机等领域内占据领先的市场地位，是全球XR行业代工龙头。	1、苹果TWS耳机、XR眼镜核心组装供应商；公司凭借MEMS麦克风和扬声器的技术优势，可为AI手机的语音助手功能提供支持，实现环境降噪、远场唤醒等适配AI交互的声学效果； 2、旗下子公司歌尔微电子从事MEMS相关的芯片研发设计业务，且公司自主研发的芯片已在部分 MEMS 微电子器件上实现大批量应用	2026-06-29\|21.43\|-4.03\|22.22\|22.40\|21.22\|991516;2026-06-30\|22.53\|5.13\|21.48\|22.60\|21.45\|1034697;2026-07-01\|22.32\|-0.93\|22.48\|22.68\|22.12\|763629;2026-07-02\|21.72\|-2.69\|22.14\|22.38\|21.69\|752500;2026-07-03\|22.05\|1.52\|21.95\|22.33\|21.76\|765644;2026-07-06\|21.47\|-2.63\|22.06\|22.21\|21.42\|760071;2026-07-07\|21.08\|-1.82\|21.47\|21.80\|21.03\|599658;2026-07-08\|20.41\|-3.18\|21.03\|21.12\|20.37\|625726;2026-07-09\|21.37\|4.70\|20.41\|21.43\|20.22\|925785;2026-07-10\|22.57\|5.62\|21.21\|23.51\|21.13\|2255196;2026-07-13\|21.82\|-3.32\|22.45\|22.52\|21.68\|1193920;2026-07-14\|21.73\|-0.41\|21.86\|21.99\|20.90\|844744;2026-07-15\|22.25\|2.39\|21.75\|22.58\|21.33\|990601;2026-07-16\|23.02\|3.46\|22.49\|23.87\|22.29\|1483981;2026-07-17\|23.01\|-0.04\|23.00\|23.57\|22.09\|1368417;2026-07-20\|23.21\|0.87\|22.53\|23.39\|22.20\|1075630;2026-07-21\|23.42\|0.90\|22.99\|23.50\|22.76\|1145228;2026-07-22\|22.38\|-4.44\|23.19\|23.29\|22.37\|1150743;2026-07-23\|22.49\|0.49\|22.16\|22.49\|21.80\|686323;2026-07-24\|22.67\|0.80\|22.05\|23.62\|21.93\|1010650;2026-07-27\|22.87\|0.88\|22.50\|23.05\|22.08\|708355;2026-07-28\|22.85\|-0.09\|22.57\|23.41\|22.55\|910992;2026-07-29\|23.69\|3.68\|22.98\|23.98\|22.93\|1396937;2026-07-30\|23.06\|-2.66\|23.48\|23.60\|23.01\|956967;2026-07-31\|23.10\|0.17\|23.07\|23.49\|23.07\|747823;2026-08-03\|23.24\|0.61\|22.87\|23.42\|22.63\|532817;2026-08-04\|23.11\|-0.56\|23.30\|23.40\|23.05\|654069;2026-08-05\|23.71\|2.60\|22.99\|23.86\|22.88\|1146681;2026-08-06\|23.44\|-1.14\|23.40\|23.91\|23.32\|849706;2026-08-07\|23.29\|-0.64\|23.44\|23.90\|23.16\|838061;2026-08-10\|22.83\|-1.98\|23.30\|23.36\|22.73\|731902;2026-08-11\|22.70\|-0.57\|22.68\|23.00\|22.62\|493153;2026-08-12\|22.56\|-0.62\|22.60\|22.69\|22.42\|538850;2026-08-13\|22.12\|-1.95\|22.57\|22.69\|22.11\|617523;2026-08-14\|21.88\|-1.08\|22.17\|22.34\|21.68\|587455;2026-08-17\|22.11\|1.05\|21.81\|22.13\|21.71\|425633;2026-08-18\|22.48\|1.67\|22.01\|22.59\|21.71\|710802;2026-08-19\|21.98\|-2.22\|22.20\|22.36\|21.88\|601195;2026-08-20\|22.02\|0.18\|22.08\|22.43\|21.86\|408361;2026-08-21\|23.40\|6.27\|22.44\|23.64\|22.29\|1709661;2026-08-24\|23.48\|0.34\|24.38\|24.80\|23.35\|1838650;2026-08-25\|23.07\|-1.75\|23.49\|23.62\|22.68\|851458;2026-08-26\|23.82\|3.25\|23.07\|24.08\|22.90\|1237920;2026-08-27\|23.89\|0.29\|23.62\|24.22\|23.50\|967841;2026-08-28\|23.51\|-1.59\|23.83\|24.08\|23.51\|667337;2026-08-31\|24.25\|3.15\|23.25\|24.30\|23.25\|1023200;2026-09-01\|23.93\|-1.32\|24.16\|24.26\|23.90\|629913;2026-09-02\|24.14\|0.88\|23.73\|24.45\|23.69\|873890;2026-09-03\|23.78\|-1.49\|24.14\|24.24\|23.58\|609943;2026-09-04\|23.41\|-1.56\|23.90\|23.98\|23.23\|604399;2026-09-07\|23.60\|0.81\|23.60\|23.79\|23.34\|580463;2026-09-08\|23.68\|0.34\|23.60\|24.17\|23.23\|882701;2026-09-09\|23.01\|-2.83\|23.53\|23.65\|22.91\|775568;2026-09-10\|22.53\|-2.09\|22.80\|22.85\|22.46\|444624;2026-09-11\|22.24\|-1.29\|22.30\|22.66\|22.02\|508713;2026-09-14\|22.06\|-0.81\|22.03\|22.35\|21.97\|389033;2026-09-15\|21.37\|-3.13\|21.98\|22.08\|21.33\|560047;2026-09-16\|21.53\|0.75\|21.37\|21.78\|21.14\|389134;2026-09-17\|22.28\|3.48\|21.31\|22.35\|21.31\|601830;2026-09-18\|23.33\|4.71\|22.69\|23.60\|22.65\|1310916;2026-09-21\|23.80\|2.01\|23.50\|23.82\|23.18\|952116;2026-09-22\|24.64\|3.53\|25.00\|25.48\|24.00\|2371077;2026-09-23\|24.45\|-0.77\|24.84\|25.08\|24.40\|1056049;2026-09-24\|23.94\|-2.09\|24.41\|24.45\|23.77\|864506;2026-09-28\|23.15\|-3.30\|24.24\|24.30\|22.98\|737538;2026-09-29\|23.00\|-0.65\|23.00\|23.26\|22.84\|477350;2026-09-30\|22.79\|-0.91\|23.13\|23.43\|22.76\|565512;2026-10-08\|21.70\|-4.78\|22.79\|23.03\|21.56\|794541;2026-10-09\|21.51\|-0.88\|21.71\|21.78\|20.96\|802330;2026-10-12\|20.85\|-3.07\|21.30\|21.40\|20.81\|604230;2026-10-13\|20.63\|-1.06\|20.48\|20.83\|20.33\|635431;2026-10-14\|20.03\|-2.91\|20.50\|20.55\|20.02\|510317;2026-10-15\|20.23\|1.00\|19.60\|20.30\|19.50\|533883;2026-10-16\|19.93\|-1.48\|20.35\|20.42\|19.68\|505131;2026-10-19\|20.11\|0.90\|19.77\|20.13\|19.72\|308380;2026-10-20\|21.52\|7.01\|19.99\|21.58\|19.96\|990690;2026-10-21\|21.04\|-2.23\|21.43\|21.44\|21.00\|584538;2026-10-22\|21.01\|-0.14\|20.99\|21.39\|20.90\|555737;2026-10-23\|23.11\|10.00\|20.76\|23.11\|20.73\|1303409;2026-10-26\|23.52\|1.77\|22.98\|23.88\|22.85\|1799122;2026-10-27\|23.11\|-1.74\|23.64\|23.93\|23.11\|905163;2026-10-28\|23.20\|0.39\|23.36\|23.64\|22.76\|914493;2026-10-29\|22.50\|-3.02\|22.89\|23.10\|22.19\|757856;2026-10-30\|22.12\|-1.69\|22.41\|22.95\|22.08\|705338;2026-11-02\|22.64\|2.35\|22.50\|22.88\|21.75\|805229;2026-11-03\|22.53\|-0.49\|22.38\|23.77\|22.32\|902438;2026-11-04\|23.63\|5.59\|22.50\|23.66\|22.38\|1392061;2026-11-05\|24.89\|5.33\|23.58\|25.40\|23.56\|1847637;2026-11-06\|24.61\|-1.12\|24.40\|25.06\|24.30\|1008414
127303	海力士发布CPO技术路线图	涨停揭秘：新易盛连续大涨，年报预告净利润预增231%-249%，受益于AI算力投资加速及高速率光模块需求爆发，光通信板块整体走强；涨停缘由：年报预告净利润同比大增231.24%-248.86%；高速率光模块出货量显著提升；英伟达GTC大会强化算力基建预期；Lumentum订单排至2028年印证行业高景气；资金逻辑：光通信板块最强趋势股，主力资金连续7日净流入，融资余额翻倍增长，机构重仓+外资回补，量价配合完美，趋势动能强劲；风险提示：海外客户占比高，地缘政治扰动风险未消除，部分型号产品面临价格竞争，Q2环比增速或阶段性放缓	公司1.6T光模块订单相对于去年增幅很大	2026-06-29\|556.96\|-1.60\|556.00\|576.00\|524.22\|518139;2026-06-30\|607.00\|8.98\|565.43\|612.86\|555.78\|584424;2026-07-01\|575.56\|-5.18\|608.00\|618.87\|566.56\|476237;2026-07-02\|509.00\|-11.56\|545.00\|548.50\|504.60\|696063;2026-07-03\|526.00\|3.34\|510.00\|551.77\|505.88\|534507;2026-07-06\|506.89\|-3.63\|526.00\|530.00\|502.00\|431690;2026-07-07\|510.10\|0.63\|506.89\|518.21\|490.10\|454313;2026-07-08\|510.84\|0.15\|515.00\|533.38\|498.13\|445276;2026-07-09\|545.50\|6.78\|526.00\|549.94\|509.96\|491997;2026-07-10\|523.05\|-4.12\|564.00\|570.98\|520.58\|510678;2026-07-13\|512.50\|-2.02\|518.00\|541.74\|502.88\|411305;2026-07-14\|568.82\|10.99\|525.00\|568.82\|515.55\|649039;2026-07-15\|556.00\|-2.25\|565.00\|579.42\|551.00\|443385;2026-07-16\|542.60\|-2.41\|530.00\|558.00\|526.21\|408753;2026-07-17\|482.88\|-11.01\|518.00\|520.90\|452.96\|760025;2026-07-20\|510.00\|5.62\|512.00\|523.96\|481.50\|681692;2026-07-21\|551.77\|8.19\|519.00\|554.40\|490.99\|757063;2026-07-22\|508.80\|-7.79\|540.00\|551.60\|506.16\|626754;2026-07-23\|497.30\|-2.26\|517.72\|523.83\|493.36\|442701;2026-07-24\|476.02\|-4.28\|481.94\|495.65\|476.00\|336974;2026-07-27\|491.00\|3.15\|466.14\|492.41\|459.50\|357034;2026-07-28\|406.90\|-17.13\|460.00\|469.99\|403.92\|772843;2026-07-29\|421.20\|3.51\|407.13\|429.22\|393.50\|650077;2026-07-30\|371.10\|-11.89\|410.21\|414.02\|347.00\|963230;2026-07-31\|396.01\|6.71\|418.01\|430.40\|395.88\|749477;2026-08-03\|394.08\|-0.49\|389.96\|405.00\|379.00\|404709;2026-08-04\|448.00\|13.68\|409.00\|453.18\|409.00\|692583;2026-08-05\|424.30\|-5.29\|400.00\|438.36\|400.00\|871013;2026-08-06\|421.87\|-0.57\|413.00\|439.84\|397.09\|514458;2026-08-07\|420.95\|-0.22\|430.34\|448.62\|413.18\|598278;2026-08-10\|399.60\|-5.07\|420.06\|424.24\|388.28\|668240;2026-08-11\|415.30\|3.93\|410.20\|420.58\|398.88\|483612;2026-08-12\|428.20\|3.11\|410.01\|441.80\|409.50\|437323;2026-08-13\|429.90\|0.40\|444.40\|452.88\|428.27\|439716;2026-08-14\|448.08\|4.23\|435.51\|449.97\|426.50\|388188;2026-08-17\|466.68\|4.15\|448.00\|472.00\|427.60\|589653;2026-08-18\|452.21\|-3.10\|465.01\|467.67\|446.46\|389274;2026-08-19\|411.50\|-9.00\|432.00\|439.80\|407.02\|540016;2026-08-20\|414.02\|0.61\|418.00\|420.50\|406.12\|284175;2026-08-21\|442.00\|6.76\|427.01\|443.67\|420.06\|477808;2026-08-24\|412.00\|-6.79\|445.01\|450.00\|400.00\|494600;2026-08-25\|400.87\|-2.70\|405.00\|413.02\|395.00\|350271;2026-08-26\|398.78\|-0.52\|402.36\|408.50\|385.00\|342266;2026-08-27\|409.10\|2.59\|406.00\|413.50\|402.51\|364496;2026-08-28\|399.00\|-2.47\|405.24\|427.10\|398.99\|425602;2026-08-31\|401.87\|0.72\|385.00\|406.03\|385.00\|312034;2026-09-01\|402.81\|0.23\|401.78\|415.00\|388.00\|375858;2026-09-02\|386.70\|-4.00\|393.00\|395.00\|378.56\|356342;2026-09-03\|384.76\|-0.50\|392.11\|397.79\|380.47\|260500;2026-09-04\|386.00\|0.32\|392.45\|398.00\|382.20\|299405;2026-09-07\|417.20\|8.08\|397.98\|419.33\|395.00\|512218;2026-09-08\|416.40\|-0.19\|419.33\|431.34\|413.86\|369420;2026-09-09\|414.80\|-0.38\|435.00\|435.65\|411.57\|285202;2026-09-10\|410.90\|-0.94\|407.01\|419.46\|404.18\|218893;2026-09-11\|423.00\|2.94\|408.80\|426.30\|408.10\|422914;2026-09-14\|401.90\|-4.99\|410.30\|411.91\|398.00\|322093;2026-09-15\|397.01\|-1.22\|402.00\|406.99\|393.51\|243219;2026-09-16\|423.69\|6.72\|399.10\|431.30\|399.00\|381529;2026-09-17\|424.34\|0.15\|421.00\|438.00\|420.14\|351803;2026-09-18\|445.00\|4.87\|435.01\|453.78\|426.51\|420921;2026-09-21\|456.73\|2.64\|455.04\|469.67\|453.33\|352086;2026-09-22\|455.00\|-0.38\|465.99\|475.00\|452.00\|346346;2026-09-23\|451.20\|-0.84\|460.13\|462.00\|449.02\|227235;2026-09-24\|435.00\|-3.59\|451.26\|452.89\|435.00\|250150;2026-09-28\|399.70\|-8.11\|432.39\|434.00\|397.50\|387037;2026-09-29\|392.91\|-1.70\|400.37\|401.98\|391.33\|254415;2026-09-30\|389.00\|-1.00\|397.98\|403.99\|387.01\|243948;2026-10-08\|378.50\|-2.70\|389.21\|407.33\|372.75\|370942;2026-10-09\|370.20\|-2.19\|373.01\|375.00\|350.10\|402180;2026-10-12\|347.60\|-6.10\|363.02\|373.98\|347.57\|349553;2026-10-13\|351.30\|1.06\|335.00\|359.00\|329.12\|425767;2026-10-14\|330.80\|-5.84\|345.60\|348.50\|330.00\|295683;2026-10-15\|306.01\|-7.49\|314.98\|319.98\|299.23\|555864;2026-10-16\|306.91\|0.29\|314.54\|316.00\|303.41\|338779;2026-10-19\|308.00\|0.36\|307.14\|312.16\|297.49\|328679;2026-10-20\|298.17\|-3.19\|302.75\|311.88\|294.66\|372148;2026-10-21\|294.12\|-1.36\|308.04\|309.80\|289.44\|429338;2026-10-22\|258.01\|-12.28\|293.89\|295.00\|258.00\|734285;2026-10-23\|261.00\|1.16\|246.13\|263.54\|236.10\|858978;2026-10-26\|251.69\|-3.57\|254.23\|256.66\|238.64\|593686;2026-10-27\|237.59\|-5.60\|257.00\|260.21\|237.22\|459060;2026-10-28\|256.79\|8.08\|247.75\|257.50\|243.26\|603517;2026-10-29\|228.40\|-11.06\|249.00\|249.98\|228.07\|588043;2026-10-30\|196.00\|-14.19\|200.00\|214.40\|194.00\|1060301;2026-11-02\|191.48\|-2.31\|203.00\|203.80\|189.58\|832914;2026-11-03\|173.36\|-9.46\|185.00\|190.19\|171.60\|968171;2026-11-04\|196.50\|13.35\|176.00\|199.98\|172.00\|1142215;2026-11-05\|185.61\|-5.54\|184.00\|192.40\|177.64\|1178576;2026-11-06\|172.10\|-7.28\|166.00\|178.00\|161.16\|904489
127302	集运指数（欧线）主力合约日内涨超10%	VLCC运力扩张+一季报增长行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年4月28日公告，公司油运业务实施灵活航线调整、运力动态调配，确保运输顺畅；据2025年年报，公司为全球船型最齐全的油轮船东，油轮运力规模世界第一。 2、据2026年5月20日公告，董事会批准公司期租租入4艘VLCC，租期内租金约27亿元；据2026年5月27日公告，公司向海南海能增资10.18亿元用于支付投资建造6艘VLCC和3艘阿芙拉型原油轮的节点款。 3、据2026年4月28日公告，公司2026年第一季度实现归母净利润21.73亿元，同比增长206.74%。	全球船型最齐全的油轮船东，油轮船队规模全球排名第一，预计上半年净利润同比增141%，业绩增长的主要原因包括国际油运市场景气上行，全球合规油运市场供需偏紧，行业集中度提高，以及地缘政治风险推升运价	2026-06-29\|18.70\|-6.31\|19.38\|19.66\|18.61\|926837;2026-06-30\|17.94\|-4.06\|18.30\|18.83\|17.86\|823466;2026-07-01\|16.70\|-6.91\|17.51\|17.70\|16.60\|1060237;2026-07-02\|16.50\|-1.20\|16.70\|17.30\|16.42\|876755;2026-07-03\|17.37\|5.27\|17.32\|17.81\|17.10\|907386;2026-07-06\|17.37\|0.00\|17.97\|18.20\|17.24\|832936;2026-07-07\|16.41\|-5.53\|17.31\|17.56\|16.34\|755634;2026-07-08\|15.83\|-3.53\|16.38\|16.62\|15.82\|576953;2026-07-09\|15.93\|0.63\|16.07\|16.23\|15.57\|640581;2026-07-10\|15.77\|-1.00\|15.50\|15.97\|15.18\|606152;2026-07-13\|15.36\|-2.60\|16.00\|16.15\|15.20\|621155;2026-07-14\|15.28\|-0.52\|15.21\|15.28\|14.67\|715581;2026-07-15\|15.83\|3.60\|15.28\|16.33\|15.28\|805554;2026-07-16\|14.94\|-5.62\|15.55\|15.63\|14.80\|636168;2026-07-17\|14.21\|-2.40\|14.53\|14.68\|14.06\|571802;2026-07-20\|14.52\|2.18\|14.41\|14.86\|14.23\|761040;2026-07-21\|14.88\|2.48\|14.65\|14.89\|14.15\|734105;2026-07-22\|15.66\|5.24\|15.06\|15.84\|15.06\|879603;2026-07-23\|16.01\|2.23\|15.84\|16.03\|15.20\|659779;2026-07-24\|15.55\|-2.87\|16.12\|16.40\|15.34\|773587;2026-07-27\|15.94\|2.51\|15.52\|16.04\|15.30\|650073;2026-07-28\|15.77\|-1.07\|15.61\|15.87\|15.41\|452846;2026-07-29\|16.12\|2.22\|15.77\|16.32\|15.61\|570256;2026-07-30\|16.85\|4.53\|16.13\|17.40\|16.13\|847866;2026-07-31\|16.87\|0.12\|16.25\|16.98\|16.24\|547867;2026-08-03\|17.01\|0.83\|16.88\|17.10\|16.38\|523434;2026-08-04\|16.85\|-0.94\|17.00\|17.48\|16.75\|584744;2026-08-05\|17.87\|6.05\|16.80\|17.99\|16.30\|830321;2026-08-06\|17.46\|-2.29\|17.61\|17.89\|17.13\|622528;2026-08-07\|17.70\|1.37\|17.80\|17.88\|17.56\|449589;2026-08-10\|17.66\|-0.23\|17.55\|17.92\|17.31\|394876;2026-08-11\|16.30\|-7.70\|17.54\|17.75\|16.29\|964558;2026-08-12\|16.74\|2.70\|16.34\|16.83\|16.31\|481811;2026-08-13\|16.75\|0.06\|16.94\|17.11\|16.66\|332627;2026-08-14\|16.70\|-0.30\|16.99\|17.03\|16.45\|314409;2026-08-17\|17.70\|5.99\|16.87\|17.75\|16.75\|569443;2026-08-18\|18.00\|1.69\|17.82\|18.15\|17.65\|429233;2026-08-19\|18.32\|1.78\|18.30\|18.83\|17.92\|886388;2026-08-20\|18.31\|-0.05\|18.50\|19.23\|18.20\|907717;2026-08-21\|19.58\|6.94\|18.46\|19.69\|18.42\|1119158;2026-08-24\|19.14\|-2.25\|19.57\|19.85\|19.10\|843483;2026-08-25\|19.04\|-0.52\|19.37\|19.43\|18.73\|570147;2026-08-26\|18.57\|-2.47\|18.60\|19.15\|18.47\|549616;2026-08-27\|18.61\|0.22\|18.13\|18.70\|18.08\|499200;2026-08-28\|18.81\|1.07\|18.98\|19.10\|18.62\|455298;2026-08-31\|19.22\|2.18\|18.99\|19.35\|18.38\|749288;2026-09-01\|19.07\|-0.78\|18.96\|19.48\|18.79\|543352;2026-09-02\|18.69\|-1.99\|19.34\|19.34\|18.58\|497255;2026-09-03\|20.33\|8.77\|18.90\|20.56\|18.90\|1157180;2026-09-04\|20.34\|0.05\|20.50\|21.18\|20.20\|905509;2026-09-07\|19.75\|-2.90\|20.97\|21.05\|19.68\|684962;2026-09-08\|20.23\|2.43\|19.95\|20.45\|19.73\|582584;2026-09-09\|21.43\|5.93\|20.23\|21.62\|19.99\|1042764;2026-09-10\|21.30\|-0.61\|21.50\|21.50\|20.69\|745019;2026-09-11\|20.86\|-2.07\|21.82\|21.96\|20.61\|689811;2026-09-14\|20.90\|0.19\|21.60\|22.30\|20.77\|873075;2026-09-15\|21.05\|0.72\|21.32\|21.65\|20.58\|716195;2026-09-16\|20.72\|-1.57\|21.50\|21.69\|20.31\|665794;2026-09-17\|22.09\|6.61\|21.40\|22.36\|20.85\|1004161;2026-09-18\|22.07\|-0.09\|21.52\|22.30\|20.89\|951417;2026-09-21\|22.92\|3.85\|22.12\|23.08\|21.82\|972646;2026-09-22\|21.91\|-4.41\|22.33\|22.37\|21.38\|945846;2026-09-23\|21.08\|-3.79\|21.55\|21.75\|21.04\|655064;2026-09-24\|21.40\|1.52\|21.25\|21.63\|21.05\|550688;2026-09-28\|21.23\|-0.79\|21.56\|21.85\|21.09\|537022;2026-09-29\|20.27\|-4.52\|21.02\|21.23\|20.24\|705833;2026-09-30\|20.56\|1.43\|20.31\|20.86\|20.21\|446688;2026-10-08\|22.62\|10.02\|21.94\|22.62\|21.70\|386885;2026-10-09\|23.49\|3.85\|23.07\|23.60\|22.22\|1556567;2026-10-12\|21.65\|-7.83\|23.20\|23.35\|21.40\|968755;2026-10-13\|22.70\|4.85\|22.20\|23.27\|21.83\|983520;2026-10-14\|23.25\|2.42\|22.69\|23.62\|22.32\|889470;2026-10-15\|20.93\|-9.98\|21.88\|22.04\|20.93\|741302;2026-10-16\|20.07\|-4.11\|20.72\|20.83\|19.81\|896094;2026-10-19\|19.80\|-1.35\|19.98\|20.38\|19.38\|501899;2026-10-20\|19.42\|-1.92\|19.02\|19.52\|18.90\|669303;2026-10-21\|19.36\|-0.31\|19.31\|19.74\|19.14\|444313;2026-10-22\|18.05\|-5.40\|19.50\|19.50\|17.91\|568110;2026-10-23\|18.39\|1.88\|18.00\|18.57\|17.74\|540094;2026-10-26\|19.08\|3.75\|18.56\|19.28\|18.53\|517683;2026-10-27\|19.48\|2.10\|19.39\|19.98\|19.22\|527915;2026-10-28\|19.02\|-2.36\|19.13\|19.20\|18.58\|448411;2026-10-29\|18.50\|-2.73\|19.25\|19.30\|18.48\|560994;2026-10-30\|18.98\|2.59\|18.45\|19.48\|18.33\|588071;2026-11-02\|19.36\|2.00\|18.94\|19.70\|18.70\|567742;2026-11-03\|18.28\|-5.58\|18.10\|18.47\|17.71\|714450;2026-11-04\|18.80\|2.84\|18.32\|18.88\|18.13\|631372;2026-11-05\|17.95\|-4.52\|17.71\|18.40\|17.11\|869498;2026-11-06\|17.10\|-4.74\|17.32\|17.59\|17.00\|743011
127301	集运指数（欧线）主力合约日内涨超10%	提前终止减持+VLCC运价+油气运输+央企行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年6月23日公告，持股5%以上股东中石化集团提前终止减持计划，剩余未减持股份不再减持，并重申坚定看好公司战略发展和投资价值。 2、据2026年6月18日机构调研，公司判断VLCC运费已见底回升，预计霍尔木兹海峡正式通航后运价向上跳涨概率远高于下跌，行业定价权提升且周期弱化。 3、据2026年4月25日一季报及2025年年报，公司以油气运输和干散货运输为双核心，VLCC船队规模世界第一，2026年一季度归母净利润27.63亿元同比增长219.31%；公司最终控制人为国务院国资委。	招商局集团旗下，主要从事国际原油、国际与国内干散货、国内滚装等海运业务	2026-06-29\|18.26\|-6.65\|18.97\|19.49\|18.19\|1928151;2026-06-30\|17.57\|-3.78\|17.98\|18.50\|17.30\|1580902;2026-07-01\|16.87\|-3.98\|17.22\|17.82\|16.71\|1586753;2026-07-02\|16.53\|-2.02\|16.94\|17.42\|16.41\|1396563;2026-07-03\|17.00\|2.84\|17.46\|18.17\|16.88\|1516942;2026-07-06\|17.68\|4.00\|17.93\|18.25\|17.38\|1968773;2026-07-07\|16.20\|-8.37\|17.51\|17.92\|16.14\|1579996;2026-07-08\|15.55\|-4.01\|16.30\|16.65\|15.48\|1378711;2026-07-09\|16.10\|3.54\|15.73\|16.35\|15.67\|1194348;2026-07-10\|15.47\|-2.40\|15.50\|15.90\|15.34\|956801;2026-07-13\|14.83\|-4.14\|15.56\|15.56\|14.67\|1081245;2026-07-14\|15.04\|1.42\|14.60\|15.04\|14.43\|1003165;2026-07-15\|15.26\|1.46\|15.20\|15.92\|15.09\|1216505;2026-07-16\|14.16\|-7.21\|14.94\|14.96\|14.10\|1262490;2026-07-17\|13.91\|-1.77\|14.10\|14.34\|13.81\|1009076;2026-07-20\|14.29\|2.73\|14.13\|14.36\|13.86\|1202267;2026-07-21\|14.72\|3.01\|14.30\|14.79\|13.86\|1087636;2026-07-22\|15.76\|7.07\|14.73\|15.79\|14.72\|1295192;2026-07-23\|15.87\|0.70\|15.65\|16.18\|14.97\|1210772;2026-07-24\|15.70\|-1.07\|16.00\|16.25\|15.47\|1033285;2026-07-27\|15.90\|1.27\|15.35\|16.05\|15.28\|779199;2026-07-28\|16.19\|1.82\|15.60\|16.23\|15.34\|1072144;2026-07-29\|16.29\|0.62\|15.92\|16.49\|15.78\|931123;2026-07-30\|16.47\|1.10\|16.23\|16.98\|16.16\|1054546;2026-07-31\|16.79\|1.94\|16.00\|16.96\|15.88\|944905;2026-08-03\|17.03\|1.43\|16.94\|17.11\|16.44\|818354;2026-08-04\|16.78\|-1.47\|16.99\|17.70\|16.53\|1143376;2026-08-05\|18.10\|7.87\|16.76\|18.22\|16.10\|1568286;2026-08-06\|17.88\|-1.22\|17.95\|18.08\|17.45\|987956;2026-08-07\|17.98\|0.56\|18.15\|18.50\|17.90\|792838;2026-08-10\|18.18\|1.11\|17.95\|18.39\|17.62\|699968;2026-08-11\|16.48\|-9.35\|17.88\|18.28\|16.43\|1659283;2026-08-12\|17.02\|3.28\|16.66\|17.19\|16.47\|1047235;2026-08-13\|17.13\|0.65\|17.20\|17.36\|16.89\|756162;2026-08-14\|17.05\|-0.47\|17.32\|17.50\|16.81\|517833;2026-08-17\|17.89\|4.93\|17.35\|17.91\|17.02\|877316;2026-08-18\|17.98\|0.50\|17.84\|18.26\|17.70\|693100;2026-08-19\|18.60\|3.45\|18.30\|18.91\|17.81\|1568098;2026-08-20\|18.46\|-0.75\|18.58\|19.50\|18.24\|1537753;2026-08-21\|19.78\|7.15\|18.49\|20.10\|18.49\|1936049;2026-08-24\|19.00\|-3.94\|19.76\|19.93\|18.90\|1381736;2026-08-25\|18.83\|-0.89\|19.32\|19.40\|18.63\|914453;2026-08-26\|18.38\|-2.39\|18.42\|19.00\|18.00\|992763;2026-08-27\|18.62\|1.31\|17.80\|18.68\|17.80\|902383;2026-08-28\|18.98\|1.93\|19.00\|19.30\|18.82\|864362;2026-08-31\|18.75\|-1.21\|18.98\|19.29\|18.31\|1091434;2026-09-01\|18.39\|-1.92\|18.57\|18.92\|18.29\|768603;2026-09-02\|17.81\|-3.15\|18.70\|18.70\|17.79\|912575;2026-09-03\|19.30\|8.37\|18.17\|19.49\|18.16\|1467636;2026-09-04\|19.20\|-0.52\|19.40\|19.90\|19.03\|961057;2026-09-07\|18.69\|-2.66\|19.70\|20.05\|18.53\|1238189;2026-09-08\|19.08\|2.09\|18.89\|19.20\|18.50\|913468;2026-09-09\|20.99\|10.01\|19.08\|20.99\|19.00\|1903480;2026-09-10\|20.58\|-1.95\|21.41\|21.45\|19.88\|2151176;2026-09-11\|20.00\|-2.82\|21.46\|21.70\|19.58\|1640271;2026-09-14\|20.00\|0.00\|20.55\|21.52\|19.85\|2107875;2026-09-15\|20.50\|2.50\|20.16\|21.20\|19.65\|1733525;2026-09-16\|19.86\|-3.12\|20.80\|21.10\|19.45\|1474087;2026-09-17\|21.85\|10.02\|20.10\|21.85\|19.90\|1679915;2026-09-18\|22.36\|2.33\|21.61\|22.90\|21.00\|2231581;2026-09-21\|22.91\|2.46\|22.14\|22.98\|21.92\|1694481;2026-09-22\|21.48\|-6.24\|22.20\|22.24\|21.15\|1939027;2026-09-23\|20.78\|-3.26\|20.80\|21.08\|20.52\|1215226;2026-09-24\|20.93\|0.72\|20.98\|21.35\|20.78\|1150085;2026-09-28\|20.65\|-1.34\|21.08\|21.18\|20.44\|888272;2026-09-29\|19.89\|-3.68\|20.52\|20.63\|19.78\|1082129;2026-09-30\|20.15\|1.31\|19.80\|20.45\|19.79\|753212;2026-10-08\|22.03\|9.33\|21.15\|22.17\|21.15\|2275850;2026-10-09\|22.07\|0.18\|22.47\|22.65\|20.65\|2115568;2026-10-12\|20.00\|-9.38\|21.65\|21.84\|19.88\|1673383;2026-10-13\|21.31\|6.55\|20.50\|21.90\|20.18\|1697775;2026-10-14\|21.48\|0.80\|20.90\|21.88\|20.90\|1105757;2026-10-15\|19.33\|-10.01\|20.00\|20.18\|19.33\|1244568;2026-10-16\|18.19\|-5.90\|18.90\|19.02\|17.93\|1741452;2026-10-19\|17.85\|-1.87\|18.18\|18.34\|17.61\|841071;2026-10-20\|17.58\|-1.51\|17.05\|17.85\|17.05\|1034340;2026-10-21\|17.61\|0.17\|17.58\|18.18\|17.40\|860316;2026-10-22\|16.27\|-7.61\|17.90\|17.96\|16.23\|1296438;2026-10-23\|16.58\|2.73\|16.05\|16.68\|15.97\|1054580;2026-10-26\|16.99\|2.47\|16.68\|17.26\|16.60\|1030305;2026-10-27\|17.40\|2.41\|17.20\|17.82\|17.03\|1141658;2026-10-28\|17.09\|-1.78\|17.10\|17.18\|16.66\|897812;2026-10-29\|17.19\|0.59\|17.57\|17.76\|17.07\|1089705;2026-10-30\|17.71\|3.02\|17.05\|17.92\|17.05\|1149273;2026-11-02\|17.97\|1.47\|17.45\|18.28\|17.30\|1206920;2026-11-03\|17.33\|-3.56\|16.80\|17.47\|16.30\|1232302;2026-11-04\|17.51\|1.04\|17.10\|17.74\|16.86\|1038819;2026-11-05\|16.84\|-3.83\|16.32\|17.22\|16.03\|1786064;2026-11-06\|16.17\|-3.98\|16.30\|16.62\|16.04\|1070230
127300	海力士发布CPO技术路线图	合资投建+光纤涨价+数据中心+通信电缆行业原因：美股光通信板块昨晚集体大涨，Lumentum涨超16%，Coherent涨超13%，康宁上涨11%。AI数据中心热潮持续推动科技板块持续上涨，花旗集团表示，由少数大型科技股推动的美股跑赢格局料将持续。公司原因： 1、据2026年5月8日公告，公司拟与韶关曲江国资共设8亿元合资公司，投建年产600吨光棒及2000万芯公里光纤项目，并保留5年内收购国资所持80%股权的权利。 2、据2026年4月30日一季报，受市场行情影响光纤量价齐升，公司一季度营收10.64亿元，同比增长61.13%。 3、据2026年4月9日公告，公司提示近期市场对光纤光缆产品价格波动及数据中心光纤产品需求关注度较高，但公司用于数据中心的光纤产品比重较小，短期价格波动可持续性存在不确定性。 4、公司已建成“光纤预制棒—光纤—光缆—通信电缆、通信设备”完整产业链，光电线缆规模供货能力位居行业前列，直接服务国内三大电信运营商、铁路、国家电网等核心客户。	通信线缆全产业链企业；公司聚焦光通信产业的发展，建成了涵盖光纤预制棒、光纤、光缆、通信电缆、通信设备等多个业务类别较为完整的产业链，可为客户提供一揽子的产品和解决方案	2026-06-29\|33.20\|-8.16\|36.00\|36.38\|32.54\|1801076;2026-06-30\|32.40\|-2.41\|34.20\|34.57\|31.42\|1506094;2026-07-01\|29.59\|-8.67\|31.82\|32.59\|29.19\|1785346;2026-07-02\|26.63\|-10.00\|27.96\|28.81\|26.63\|1346750;2026-07-03\|25.47\|-4.36\|26.32\|27.04\|25.36\|1418150;2026-07-06\|24.13\|-5.26\|26.23\|26.37\|23.55\|1314162;2026-07-07\|23.16\|-4.02\|24.00\|24.35\|22.70\|1046544;2026-07-08\|22.61\|-2.37\|23.89\|23.90\|22.32\|1040519;2026-07-09\|23.30\|3.05\|22.95\|23.45\|21.70\|1453138;2026-07-10\|22.08\|-5.24\|23.34\|24.30\|22.00\|1467448;2026-07-13\|19.87\|-10.01\|21.67\|21.85\|19.87\|1335913;2026-07-14\|20.86\|4.98\|19.88\|20.86\|19.12\|1201504;2026-07-15\|20.37\|-2.35\|21.76\|21.93\|20.33\|1178872;2026-07-16\|19.00\|-6.73\|19.89\|20.41\|18.70\|1186013;2026-07-17\|17.16\|-9.68\|19.04\|19.41\|17.10\|1135387;2026-07-20\|16.87\|-1.69\|17.86\|18.88\|16.03\|1830101;2026-07-21\|17.23\|2.13\|17.05\|17.35\|15.18\|2201138;2026-07-22\|16.46\|-4.47\|16.66\|17.66\|16.25\|1728912;2026-07-23\|16.57\|0.67\|16.65\|17.62\|16.22\|1647278;2026-07-24\|15.71\|-5.19\|16.12\|16.57\|15.63\|955608;2026-07-27\|16.57\|5.47\|15.81\|17.28\|15.60\|1904930;2026-07-28\|15.50\|-6.46\|15.88\|16.62\|15.25\|1466806;2026-07-29\|14.83\|-4.32\|15.45\|15.50\|14.18\|1295970;2026-07-30\|13.80\|-6.95\|14.65\|15.18\|13.44\|1209662;2026-07-31\|13.96\|1.16\|14.60\|15.18\|13.90\|2022735;2026-08-03\|13.86\|-0.72\|13.66\|14.01\|13.50\|1024711;2026-08-04\|14.60\|5.34\|14.17\|14.79\|13.98\|1347516;2026-08-05\|16.06\|10.00\|14.30\|16.06\|14.28\|1315263;2026-08-06\|16.52\|2.86\|15.90\|16.75\|15.73\|2048438;2026-08-07\|17.26\|4.48\|16.80\|17.42\|16.33\|1767537;2026-08-10\|17.37\|0.64\|17.52\|17.88\|16.67\|1524126;2026-08-11\|17.13\|-1.38\|17.25\|17.63\|16.72\|1144810;2026-08-12\|18.84\|9.98\|17.30\|18.84\|17.00\|815055;2026-08-13\|18.94\|0.53\|20.68\|20.72\|18.68\|3303777;2026-08-14\|19.65\|3.75\|18.82\|19.95\|18.06\|2928491;2026-08-17\|20.30\|3.31\|19.58\|20.48\|19.03\|2665143;2026-08-18\|19.47\|-4.09\|20.01\|20.37\|19.21\|1796619;2026-08-19\|17.52\|-10.02\|18.32\|19.03\|17.52\|1496614;2026-08-20\|19.27\|9.99\|17.91\|19.27\|17.18\|2247407;2026-08-21\|21.20\|10.02\|20.06\|21.20\|19.47\|3583261;2026-08-24\|20.81\|-1.84\|22.00\|22.24\|20.25\|2986076;2026-08-25\|21.40\|2.84\|20.66\|22.04\|19.60\|2856683;2026-08-26\|22.48\|5.05\|21.72\|23.45\|20.28\|3392435;2026-08-27\|23.64\|5.16\|22.44\|24.20\|22.15\|3021195;2026-08-28\|22.23\|-5.96\|23.08\|23.55\|22.16\|2477541;2026-08-31\|22.22\|-0.04\|21.12\|22.44\|21.12\|1589347;2026-09-01\|21.15\|-4.82\|22.00\|22.09\|21.13\|1359608;2026-09-02\|21.46\|1.47\|20.74\|21.99\|20.71\|1499832;2026-09-03\|21.06\|-1.86\|21.51\|21.71\|20.65\|1282850;2026-09-04\|20.38\|-3.23\|21.20\|21.60\|20.20\|1459620;2026-09-07\|21.10\|3.53\|20.67\|21.29\|20.40\|1211556;2026-09-08\|21.45\|1.66\|21.12\|21.99\|20.90\|1789018;2026-09-09\|22.22\|3.59\|21.94\|22.57\|21.50\|1956987;2026-09-10\|21.02\|-5.40\|21.61\|22.00\|21.00\|1233708;2026-09-11\|21.19\|0.81\|20.10\|21.48\|20.10\|1246619;2026-09-14\|20.21\|-4.62\|20.61\|20.64\|19.74\|1096198;2026-09-15\|22.23\|10.00\|19.78\|22.23\|19.70\|2670494;2026-09-16\|24.45\|9.99\|22.44\|24.45\|22.43\|2882574;2026-09-17\|23.67\|-3.19\|24.48\|24.85\|23.54\|2660392;2026-09-18\|23.78\|0.46\|24.05\|24.30\|23.31\|1904187;2026-09-21\|24.59\|3.41\|24.23\|24.59\|23.60\|2102409;2026-09-22\|24.03\|-2.28\|24.86\|25.40\|23.90\|2237378;2026-09-23\|24.28\|1.04\|24.45\|24.52\|23.10\|1673050;2026-09-24\|23.80\|-1.98\|24.02\|24.93\|23.75\|1703554;2026-09-28\|21.42\|-10.00\|23.60\|23.80\|21.42\|1127302;2026-09-29\|20.62\|-3.73\|20.01\|20.90\|20.01\|1232805;2026-09-30\|20.04\|-2.81\|20.88\|20.99\|19.86\|973021;2026-10-08\|19.78\|-1.30\|20.15\|21.19\|19.50\|1080419;2026-10-09\|18.86\|-4.65\|19.42\|19.50\|17.81\|1374632;2026-10-12\|17.63\|-6.52\|18.60\|18.76\|17.56\|859816;2026-10-13\|18.35\|4.08\|17.12\|18.69\|16.70\|1153813;2026-10-14\|17.66\|-3.76\|18.31\|18.63\|17.62\|695758;2026-10-15\|17.04\|-3.51\|17.01\|17.59\|16.86\|723108;2026-10-16\|17.28\|1.41\|17.51\|18.21\|16.91\|1061333;2026-10-19\|17.65\|2.14\|17.51\|17.83\|16.33\|1189028;2026-10-20\|17.86\|1.19\|17.60\|18.28\|17.38\|1218789;2026-10-21\|17.89\|0.17\|17.97\|18.45\|17.76\|1013169;2026-10-22\|16.50\|-7.77\|17.92\|17.99\|16.50\|1034547;2026-10-23\|16.41\|-0.55\|16.04\|16.57\|15.16\|1075134;2026-10-26\|15.54\|-5.30\|16.12\|16.20\|15.40\|688410;2026-10-27\|14.72\|-5.28\|15.88\|15.99\|14.72\|681251;2026-10-28\|15.28\|3.80\|15.02\|15.34\|14.69\|834535;2026-10-29\|14.30\|-6.41\|15.28\|15.52\|14.28\|887542;2026-10-30\|13.49\|-5.66\|13.78\|14.49\|13.30\|865370;2026-11-02\|13.90\|3.04\|13.77\|14.09\|13.30\|842268;2026-11-03\|12.94\|-6.91\|13.85\|14.03\|12.83\|879341;2026-11-04\|13.77\|6.41\|13.10\|13.88\|12.36\|1209426;2026-11-05\|14.01\|1.74\|13.34\|14.43\|13.34\|1132667;2026-11-06\|13.36\|-4.64\|13.20\|13.74\|12.85\|806038
127299	世界机器人大会开幕	PEEK材料+PCB覆铜板+高性能工程塑料 1、据2026年5月8日投资者关系活动记录表，公司专注于高性能工程塑料制品及组配件的研发、生产与销售，高性能工程塑料中的PEEK等材料可应用于机器人轻量化解决方案。 2、据2026年4月24日年报，公司主营高性能工程塑料制品及组配件，产品使用PEEK等特种工程塑料，已批量应用于汽车、新能源等领域，并布局风电、核电、氢能源等新兴赛道；据2026年5月8日投资者关系活动记录表，PEEK可应用于机器人轻量化解决方案。 3、据2026年5月8日投资者关系活动记录表，公司四氟膜产品可应用于PCB覆铜板，是四氟膜产品的主要应用场景之一；据2026年4月24日年报，公司经营计划包括进一步扩大四氟膜业务规模。	公司研究PEEK各种配方、成型与深加工技术，为不同应用场景的客户提供包含且不限于PEEK材料的制品与应用解决方案	2026-06-29\|47.69\|-8.48\|51.52\|52.17\|45.00\|81247;2026-06-30\|47.30\|-0.82\|48.01\|49.48\|46.80\|66256;2026-07-01\|45.84\|-3.09\|47.69\|48.28\|45.02\|59071;2026-07-02\|45.18\|-1.44\|45.13\|48.28\|44.40\|55263;2026-07-03\|43.72\|-3.23\|45.39\|46.22\|43.63\|44220;2026-07-06\|41.37\|-5.38\|43.72\|44.00\|40.70\|45470;2026-07-07\|39.37\|-4.83\|41.00\|41.55\|38.83\|38474;2026-07-08\|37.53\|-4.67\|39.39\|39.49\|37.08\|41968;2026-07-09\|36.75\|-2.08\|37.69\|38.28\|34.77\|59201;2026-07-10\|35.87\|-2.39\|36.93\|37.71\|35.81\|51133;2026-07-13\|32.80\|-8.56\|35.52\|35.52\|32.50\|53516;2026-07-14\|33.80\|3.05\|32.68\|33.90\|32.00\|42559;2026-07-15\|32.29\|-4.47\|33.56\|33.95\|32.11\|32668;2026-07-16\|30.97\|-4.09\|32.00\|32.58\|30.58\|39521;2026-07-17\|28.15\|-9.11\|31.00\|31.45\|28.08\|56001;2026-07-20\|25.45\|-9.59\|28.72\|29.08\|24.88\|69919;2026-07-21\|27.29\|7.23\|25.99\|27.29\|23.02\|72907;2026-07-22\|26.40\|-3.26\|26.80\|27.65\|26.15\|46274;2026-07-23\|27.48\|4.09\|26.64\|27.48\|26.48\|48080;2026-07-24\|26.41\|-3.89\|27.04\|27.27\|26.03\|37366;2026-07-27\|27.41\|3.79\|26.15\|27.41\|25.94\|36478;2026-07-28\|26.36\|-3.83\|26.86\|27.56\|26.06\|35253;2026-07-29\|26.30\|-0.23\|26.34\|26.52\|25.38\|39809;2026-07-30\|24.73\|-5.97\|26.08\|26.33\|24.60\|41475;2026-07-31\|25.90\|4.73\|26.28\|26.81\|25.80\|42827;2026-08-03\|26.40\|1.93\|26.03\|26.49\|25.72\|30583;2026-08-04\|27.45\|3.98\|26.40\|27.70\|26.30\|39073;2026-08-05\|28.79\|4.88\|27.50\|29.33\|27.32\|54625;2026-08-06\|29.43\|2.22\|28.64\|29.66\|28.39\|45465;2026-08-07\|30.22\|2.68\|29.88\|30.48\|28.66\|50285;2026-08-10\|29.92\|-0.99\|30.15\|30.38\|29.40\|34681;2026-08-11\|29.54\|-1.27\|29.73\|29.90\|29.19\|28240;2026-08-12\|31.49\|6.60\|29.54\|32.43\|29.38\|67840;2026-08-13\|34.81\|10.54\|32.05\|36.36\|31.98\|155977;2026-08-14\|33.35\|-4.19\|35.00\|35.85\|33.04\|115505;2026-08-17\|36.28\|8.79\|34.02\|37.66\|32.45\|113007;2026-08-18\|34.99\|-3.56\|35.66\|36.30\|34.14\|81981;2026-08-19\|31.90\|-8.83\|33.51\|34.18\|31.68\|61066;2026-08-20\|31.48\|-1.32\|32.21\|32.30\|31.20\|45489;2026-08-21\|37.78\|20.01\|31.48\|37.78\|30.51\|111305;2026-08-24\|37.54\|-0.64\|38.45\|38.88\|36.10\|141023;2026-08-25\|39.82\|6.07\|36.85\|41.43\|35.88\|148488;2026-08-26\|42.00\|5.47\|39.00\|45.00\|36.91\|161528;2026-08-27\|50.40\|20.00\|43.89\|50.40\|43.01\|164159;2026-08-28\|57.50\|14.09\|57.45\|60.48\|54.36\|270682;2026-08-31\|55.60\|-3.30\|54.63\|58.58\|54.20\|202614;2026-09-01\|52.71\|-5.20\|55.00\|55.49\|50.48\|160696;2026-09-02\|54.22\|2.86\|52.80\|57.96\|51.66\|211145;2026-09-03\|46.65\|-13.96\|54.44\|54.44\|46.20\|208252;2026-09-04\|46.61\|-0.09\|49.25\|49.60\|46.30\|163130;2026-09-07\|48.93\|4.98\|48.56\|49.30\|46.61\|146294;2026-09-08\|46.22\|-5.38\|48.00\|48.48\|45.72\|142007;2026-09-09\|46.79\|1.23\|47.40\|50.08\|46.28\|162243;2026-09-10\|45.37\|-3.03\|45.95\|47.73\|44.16\|130981;2026-09-11\|43.44\|-4.25\|43.34\|44.63\|41.55\|120560;2026-09-14\|43.54\|0.23\|42.45\|44.16\|41.00\|73550;2026-09-15\|45.20\|3.81\|43.23\|47.88\|43.23\|141734;2026-09-16\|45.66\|1.02\|44.43\|46.30\|43.51\|114486;2026-09-17\|43.72\|-4.25\|44.85\|46.36\|43.55\|97473;2026-09-18\|44.43\|1.62\|44.71\|44.91\|43.61\|77087;2026-09-21\|46.01\|3.56\|44.60\|46.65\|44.60\|85780;2026-09-22\|44.90\|-2.41\|46.23\|46.70\|44.63\|79312;2026-09-23\|45.61\|1.58\|44.56\|47.18\|44.56\|98245;2026-09-24\|43.08\|-5.55\|44.88\|45.44\|43.08\|76112;2026-09-28\|41.11\|-4.57\|43.00\|43.51\|40.50\|66409;2026-09-29\|41.84\|1.78\|40.70\|42.96\|40.70\|56214;2026-09-30\|40.01\|-4.37\|42.13\|42.36\|40.01\|44087;2026-10-08\|39.28\|-1.82\|39.61\|41.80\|38.91\|49208;2026-10-09\|37.35\|-4.91\|38.88\|38.88\|35.00\|68210;2026-10-12\|36.55\|-2.14\|37.03\|37.37\|35.67\|45784;2026-10-13\|36.74\|0.52\|35.53\|37.30\|34.23\|44808;2026-10-14\|39.90\|8.60\|38.00\|43.73\|37.20\|150299;2026-10-15\|40.59\|1.73\|36.00\|43.69\|36.00\|158736;2026-10-16\|39.56\|-2.54\|42.00\|42.80\|38.50\|125349;2026-10-19\|47.47\|19.99\|39.00\|47.47\|38.45\|152906;2026-10-20\|49.00\|3.22\|47.53\|49.99\|45.60\|222807;2026-10-21\|45.68\|-6.78\|47.04\|48.10\|45.08\|163864;2026-10-22\|48.80\|6.83\|44.49\|53.90\|43.56\|217861;2026-10-23\|46.37\|-4.98\|46.40\|49.15\|41.66\|195364;2026-10-26\|41.12\|-11.32\|45.62\|45.62\|40.51\|149698;2026-10-27\|37.73\|-8.24\|41.22\|41.71\|37.73\|132146;2026-10-28\|40.31\|6.84\|38.90\|41.59\|37.77\|142104;2026-10-29\|37.35\|-7.34\|39.00\|42.56\|37.35\|107125;2026-10-30\|35.93\|-3.80\|36.00\|39.16\|34.88\|97748;2026-11-02\|36.59\|1.84\|36.47\|37.49\|34.95\|81176;2026-11-03\|35.93\|-1.80\|35.33\|38.50\|34.31\|111329;2026-11-04\|39.20\|9.10\|36.00\|39.21\|34.97\|136563;2026-11-05\|38.94\|-0.66\|37.85\|39.30\|37.35\|112117;2026-11-06\|36.16\|-7.14\|36.50\|37.59\|34.71\|98028
127298		石墨烯+柔性屏+家居行业原因：据中证金牛座，记者4月6日从产业链人士处获悉，富士康已在试产苹果折叠屏iPhone手机，或将于下半年推出。公司原因： 1、据2025年4月19日年度报告，公司控股子公司厦门烯成石墨烯为国内首家专业生产石墨烯生长系统的高新技术企业，已布局石墨烯相关技术和专利，可应用于柔性触控领域。 2、据2025年8月30日半年度报告，公司“德尔地板”“Der·1863”等线下有效门店已超三千家，销售网络覆盖全国31省市，持续推进家居产业数智化、绿色化、个性化升级。 3、据2025年4月19日年度报告，公司形成“大家居+新材料”双主业，石墨烯导热材料、恒温水杯等应用产品已实现销售，并积极探索与传统家居业务的联动发展。	控股子公司烯成石墨烯有用于柔性屏的石墨烯透明导电薄膜产品布局	2026-06-29\|10.26\|3.74\|9.82\|10.28\|9.50\|660873;2026-06-30\|11.29\|10.04\|10.32\|11.29\|10.17\|439385;2026-07-01\|11.48\|1.68\|11.70\|12.09\|11.21\|855898;2026-07-02\|11.44\|-0.35\|11.32\|11.88\|11.02\|525795;2026-07-03\|10.91\|-4.63\|11.30\|11.58\|10.69\|485709;2026-07-06\|10.74\|-1.56\|10.83\|11.25\|10.50\|337674;2026-07-07\|9.96\|-7.26\|10.75\|10.75\|9.79\|376002;2026-07-08\|10.05\|0.90\|10.28\|10.35\|9.80\|330270;2026-07-09\|9.62\|-4.28\|10.04\|10.14\|9.20\|393629;2026-07-10\|9.68\|0.62\|9.64\|9.90\|9.52\|284869;2026-07-13\|8.89\|-8.16\|9.61\|9.70\|8.85\|304562;2026-07-14\|8.69\|-2.25\|8.95\|9.18\|8.41\|291755;2026-07-15\|8.46\|-2.65\|8.68\|8.88\|8.40\|204859;2026-07-16\|7.90\|-6.62\|8.51\|8.54\|7.83\|269270;2026-07-17\|7.35\|-6.96\|7.92\|7.96\|7.20\|305203;2026-07-20\|6.62\|-9.93\|7.35\|7.59\|6.62\|326004;2026-07-21\|6.43\|-2.87\|6.56\|6.61\|5.96\|497268;2026-07-22\|6.42\|-0.16\|6.38\|6.93\|6.32\|431721;2026-07-23\|6.42\|0.00\|6.40\|6.58\|6.27\|276889;2026-07-24\|6.04\|-5.92\|6.36\|6.41\|6.02\|246670;2026-07-27\|6.48\|7.28\|6.03\|6.49\|5.91\|271775;2026-07-28\|6.32\|-2.47\|6.50\|6.96\|6.30\|361359;2026-07-29\|6.45\|2.06\|6.46\|6.52\|6.20\|305058;2026-07-30\|6.16\|-4.50\|6.49\|6.56\|6.08\|271533;2026-07-31\|6.35\|3.08\|6.30\|6.48\|6.26\|254110;2026-08-03\|6.54\|2.99\|6.44\|6.61\|6.39\|176096;2026-08-04\|7.10\|8.56\|6.68\|7.15\|6.41\|376108;2026-08-05\|7.43\|4.65\|7.08\|7.60\|7.00\|359512;2026-08-06\|7.89\|6.19\|7.39\|7.92\|7.35\|317421;2026-08-07\|8.68\|10.01\|7.93\|8.68\|7.89\|317301;2026-08-10\|9.16\|5.53\|8.70\|9.20\|8.60\|559374;2026-08-11\|8.38\|-8.52\|8.90\|9.19\|8.33\|457761;2026-08-12\|8.88\|5.97\|8.44\|9.02\|8.40\|408024;2026-08-13\|8.78\|-1.13\|8.99\|9.07\|8.74\|314923;2026-08-14\|9.15\|4.21\|8.80\|9.24\|8.60\|276539;2026-08-17\|9.16\|0.11\|9.40\|9.49\|8.95\|365008;2026-08-18\|9.06\|-1.09\|9.18\|9.29\|8.98\|207352;2026-08-19\|8.43\|-6.95\|8.93\|8.96\|8.30\|352037;2026-08-20\|8.67\|2.85\|8.50\|8.88\|8.47\|251210;2026-08-21\|9.54\|10.03\|8.67\|9.54\|8.45\|410792;2026-08-24\|8.73\|-8.49\|9.54\|9.60\|8.59\|607147;2026-08-25\|8.81\|0.92\|8.50\|8.90\|8.34\|289406;2026-08-26\|8.84\|0.34\|8.81\|9.25\|8.58\|400617;2026-08-27\|9.18\|3.85\|8.80\|9.28\|8.62\|347088;2026-08-28\|10.10\|10.02\|10.09\|10.10\|9.57\|961703;2026-08-31\|10.76\|6.53\|10.27\|10.96\|10.10\|751125;2026-09-01\|10.35\|-3.81\|10.67\|10.77\|10.30\|438582;2026-09-02\|10.13\|-2.13\|10.29\|10.50\|9.86\|348387;2026-09-03\|11.14\|9.97\|10.32\|11.14\|10.11\|415517;2026-09-04\|11.01\|-1.17\|11.10\|11.50\|10.89\|484980;2026-09-07\|11.20\|1.73\|11.05\|11.39\|10.89\|282148;2026-09-08\|10.99\|-1.88\|11.28\|11.29\|10.86\|242738;2026-09-09\|10.87\|-1.09\|11.00\|11.41\|10.81\|255770;2026-09-10\|10.35\|-4.78\|10.87\|10.87\|10.29\|353953;2026-09-11\|9.46\|-8.60\|10.19\|10.27\|9.44\|513095;2026-09-14\|9.28\|-1.90\|9.30\|9.48\|8.91\|345998;2026-09-15\|10.21\|10.02\|9.31\|10.21\|9.28\|321874;2026-09-16\|11.23\|9.99\|10.20\|11.23\|10.12\|448840;2026-09-17\|12.03\|7.12\|11.09\|12.30\|11.09\|828246;2026-09-18\|13.23\|9.98\|12.15\|13.23\|12.00\|980795;2026-09-21\|14.14\|6.88\|13.29\|14.40\|13.29\|791029;2026-09-22\|14.13\|-0.07\|14.42\|14.75\|14.00\|697225;2026-09-23\|13.60\|-3.75\|14.20\|14.30\|13.58\|545974;2026-09-24\|13.93\|2.43\|13.55\|14.09\|13.18\|742147;2026-09-28\|12.99\|-6.75\|13.89\|14.02\|12.95\|611470;2026-09-29\|13.44\|3.46\|13.30\|13.69\|12.88\|454706;2026-09-30\|13.48\|0.30\|13.93\|13.97\|13.40\|427779;2026-10-08\|12.53\|-7.05\|13.67\|13.87\|12.30\|439169;2026-10-09\|12.36\|-1.36\|12.75\|12.75\|11.28\|570988;2026-10-12\|11.59\|-6.23\|12.60\|12.70\|11.59\|311860;2026-10-13\|12.33\|6.38\|11.08\|12.49\|10.83\|434772;2026-10-14\|11.94\|-3.16\|12.16\|12.44\|11.80\|250352;2026-10-15\|11.79\|-1.26\|11.51\|12.11\|11.30\|242919;2026-10-16\|11.52\|-2.29\|12.24\|12.39\|11.38\|281335;2026-10-19\|11.56\|0.35\|11.46\|11.66\|10.78\|240180;2026-10-20\|11.46\|-0.87\|11.60\|11.68\|11.30\|164343;2026-10-21\|11.58\|1.05\|11.54\|11.78\|11.42\|144794;2026-10-22\|10.74\|-7.25\|11.55\|11.68\|10.69\|222343;2026-10-23\|10.36\|-3.54\|10.32\|10.53\|9.67\|386936;2026-10-26\|9.64\|-6.95\|10.23\|10.23\|9.52\|282937;2026-10-27\|9.25\|-4.05\|9.78\|10.08\|9.22\|241411;2026-10-28\|9.89\|6.92\|9.23\|10.08\|9.12\|325154;2026-10-29\|8.90\|-10.01\|9.82\|9.83\|8.90\|275738;2026-10-30\|8.01\|-10.00\|8.70\|8.87\|8.01\|442568;2026-11-02\|8.24\|2.87\|8.05\|8.34\|7.77\|309098;2026-11-03\|7.85\|-4.73\|8.12\|8.30\|7.74\|228165;2026-11-04\|8.17\|4.08\|7.90\|8.24\|7.31\|352842;2026-11-05\|8.88\|8.69\|8.08\|8.98\|8.01\|347263;2026-11-06\|8.67\|-2.36\|8.28\|8.82\|8.16\|311670
127297	广期所碳酸锂主力合约站上15.8万元/吨	涨停揭秘：液冷PUE达1.13叠加GPU算力租赁+绿电交易双主线兑现；涨停缘由：控股碳和科技，液冷数据中心PUE低至1.13，自持GPU算力近4000P，已开展算力租赁并参与国家电力交易保障绿电供应；资金逻辑：资金聚焦具备真实算力交付能力与绿电协同优势的稀缺标的，技术指标领先+商业化验证明确；风险提示：算力租赁业务收入占比尚低，盈利模式可持续性待观察，绿电交易规模及毛利水平未充分披露	公司拟收购亘元新材70.75%股份，标的主营锂电池电解液核心添加剂VC（碳酸亚乙烯酯）和FEC（氟代碳酸乙烯酯），与下游宁德时代、比亚迪等多家优质大客户建立了战略合作关系，是行业领先的锂电池电解液添加剂生产商	2026-07-13\|12.30\|20.00\|12.30\|12.30\|12.30\|63600;2026-07-14\|13.40\|8.94\|13.12\|13.97\|10.82\|935567;2026-07-15\|11.58\|-13.58\|13.14\|14.12\|10.86\|814990;2026-07-16\|10.71\|-7.51\|10.32\|11.69\|10.32\|613720;2026-07-17\|9.61\|-10.27\|10.51\|10.80\|9.45\|451650;2026-07-20\|8.53\|-11.24\|9.86\|10.07\|8.35\|485326;2026-07-21\|8.79\|3.05\|8.41\|8.87\|7.62\|385849;2026-07-22\|8.55\|-2.73\|8.64\|9.13\|8.52\|294029;2026-07-23\|10.26\|20.00\|8.61\|10.26\|8.48\|501429;2026-07-24\|11.86\|15.59\|10.80\|12.31\|10.80\|884089;2026-07-27\|14.23\|19.98\|12.35\|14.23\|12.35\|767963;2026-07-28\|14.00\|-1.62\|14.60\|14.88\|13.66\|791616;2026-07-29\|13.50\|-3.57\|13.76\|14.40\|12.70\|695932;2026-07-30\|12.45\|-7.78\|13.40\|13.50\|12.24\|582609;2026-07-31\|11.69\|-6.10\|12.21\|12.66\|11.59\|514367;2026-08-03\|12.97\|10.95\|11.42\|14.00\|11.17\|820865;2026-08-04\|13.07\|0.77\|12.70\|13.40\|12.27\|698977;2026-08-05\|13.23\|1.22\|13.06\|13.55\|12.71\|632569;2026-08-06\|12.60\|-4.76\|13.00\|13.32\|12.27\|650882;2026-08-07\|12.56\|-0.32\|12.49\|12.99\|12.33\|463448;2026-08-10\|12.58\|0.16\|12.57\|12.97\|12.22\|384907;2026-08-11\|13.01\|3.42\|12.97\|14.19\|12.84\|905443;2026-08-12\|12.20\|-6.23\|12.45\|13.05\|12.11\|775056;2026-08-13\|12.20\|0.00\|12.00\|12.88\|11.88\|581305;2026-08-14\|11.94\|-2.13\|11.99\|12.86\|11.72\|536917;2026-08-17\|13.05\|9.30\|11.90\|13.06\|11.77\|757586;2026-08-18\|12.65\|-3.07\|12.91\|13.13\|12.40\|583474;2026-08-19\|11.36\|-10.20\|12.29\|12.90\|11.31\|589838;2026-08-20\|10.75\|-5.37\|11.42\|11.50\|10.69\|412398;2026-08-21\|12.90\|20.00\|10.99\|12.90\|10.67\|658749;2026-08-24\|12.27\|-4.88\|12.82\|13.00\|12.07\|682105;2026-08-25\|11.93\|-2.77\|12.37\|12.37\|11.66\|409173;2026-08-26\|11.79\|-1.17\|12.03\|12.26\|11.41\|425499;2026-08-27\|12.01\|1.87\|11.79\|12.23\|11.62\|368233;2026-08-28\|13.06\|8.74\|11.84\|13.33\|11.80\|701316;2026-08-31\|12.42\|-4.90\|12.81\|12.81\|12.22\|540344;2026-09-01\|12.07\|-2.82\|12.53\|12.64\|11.96\|374753;2026-09-02\|11.61\|-3.81\|11.84\|12.26\|11.53\|374588;2026-09-03\|11.53\|-0.69\|11.67\|11.77\|11.32\|317534;2026-09-04\|11.65\|1.04\|11.49\|12.18\|11.25\|471853;2026-09-07\|11.28\|-3.18\|11.30\|11.42\|11.02\|296974;2026-09-08\|11.22\|-0.53\|11.22\|11.57\|11.07\|250674;2026-09-09\|11.36\|1.25\|11.11\|11.51\|10.96\|298706;2026-09-10\|10.34\|-8.98\|11.13\|11.17\|10.28\|354766;2026-09-11\|10.09\|-2.42\|10.25\|10.32\|9.81\|289749;2026-09-14\|9.92\|-1.68\|10.08\|10.12\|9.89\|174102;2026-09-15\|9.88\|-0.40\|9.85\|10.18\|9.83\|194655;2026-09-16\|10.20\|3.24\|9.85\|10.28\|9.71\|240993;2026-09-17\|10.11\|-0.88\|10.06\|10.29\|10.00\|165605;2026-09-18\|10.15\|0.40\|10.25\|10.25\|10.08\|136595;2026-09-21\|10.23\|0.79\|10.45\|10.47\|10.17\|145552;2026-09-22\|10.28\|0.49\|10.26\|10.48\|10.19\|175780;2026-09-23\|9.99\|-2.82\|10.20\|10.26\|9.92\|157936;2026-09-24\|9.86\|-1.30\|9.90\|10.06\|9.83\|95319;2026-09-28\|9.56\|-3.04\|9.86\|9.86\|9.41\|149588;2026-09-29\|9.61\|0.52\|9.52\|9.74\|9.48\|94919;2026-09-30\|9.69\|0.83\|9.70\|9.81\|9.57\|99446;2026-10-08\|9.72\|0.31\|9.65\|9.90\|9.61\|134190;2026-10-09\|10.17\|4.63\|9.80\|10.46\|9.56\|378381;2026-10-12\|9.43\|-7.28\|9.88\|9.95\|9.41\|270601;2026-10-13\|9.44\|0.11\|9.28\|9.54\|8.94\|211250;2026-10-14\|9.11\|-3.50\|9.39\|9.54\|9.08\|111833;2026-10-15\|8.81\|-3.29\|8.89\|9.01\|8.78\|131940;2026-10-16\|8.81\|0.00\|8.96\|8.98\|8.71\|100464;2026-10-19\|8.61\|-2.27\|8.77\|8.83\|8.36\|108993;2026-10-20\|8.74\|1.51\|8.55\|8.74\|8.53\|85111;2026-10-21\|8.81\|0.80\|8.73\|8.91\|8.73\|92295;2026-10-22\|8.41\|-4.54\|8.79\|8.85\|8.40\|112742;2026-10-23\|8.13\|-3.33\|7.86\|8.17\|7.29\|336897;2026-10-26\|7.82\|-3.81\|7.97\|8.10\|7.77\|177617;2026-10-27\|7.48\|-4.35\|7.88\|7.92\|7.47\|108717;2026-10-28\|7.63\|2.01\|7.60\|7.70\|7.43\|98092;2026-10-29\|7.38\|-3.28\|7.65\|7.91\|7.35\|141160;2026-10-30\|7.07\|-4.20\|7.30\|7.54\|7.06\|133519;2026-11-02\|7.38\|4.38\|7.50\|7.50\|6.89\|179032;2026-11-03\|7.31\|-0.95\|7.28\|7.54\|7.21\|178356;2026-11-04\|7.47\|2.19\|7.32\|7.47\|7.02\|183144;2026-11-05\|7.74\|3.61\|7.38\|7.92\|7.28\|217832;2026-11-06\|7.64\|-1.29\|7.40\|7.79\|7.37\|146057
127296	世界机器人大会开幕	PTFE薄膜+PCB概念+人形机器人+半年报增长 1、据2026年8月19日投资者关系活动记录表，公司PTFE薄膜因高稳定性和优异介电性能，成为下一代PCB产业重要选择方案之一，单向拉伸PTFE薄膜已通过车载功率芯片封装客户测试并开始批量化用于封装制程离型保护膜。 2、据2026年8月19日投资者关系活动记录表，公司电机定子包胶材料实现在人形机器人和工业伺服机器人等多个行业客户的导入；耐磨级PEEK已实现轴套配套超万套，全新齿轮级PEEK材料客户测试进展顺利。 3、据2026年8月19日半年报，公司2026年上半年实现营业收入10.70亿元，同比增长18.03%；归母净利润2742.57万元，同比增长48.99%，特种高分子材料收入同比增长30.46%。	公司的聚芳醚酮产线正在建设中，其中包含PEEK产线	2026-06-29\|26.42\|-8.52\|28.92\|29.18\|25.99\|193228;2026-06-30\|28.09\|6.32\|26.24\|28.43\|26.04\|135973;2026-07-01\|27.27\|-2.92\|28.08\|28.77\|26.88\|124201;2026-07-02\|27.61\|1.25\|27.00\|29.15\|26.43\|156123;2026-07-03\|27.97\|1.30\|28.00\|29.33\|27.26\|149522;2026-07-06\|25.65\|-8.29\|27.68\|27.97\|25.57\|157608;2026-07-07\|24.56\|-4.25\|25.59\|26.04\|24.29\|120163;2026-07-08\|22.97\|-6.47\|24.61\|24.85\|22.96\|124433;2026-07-09\|22.68\|-1.26\|22.86\|23.35\|21.73\|135835;2026-07-10\|22.41\|-1.19\|22.70\|23.88\|22.41\|126561;2026-07-13\|21.05\|-6.07\|22.21\|22.33\|21.02\|116415;2026-07-14\|21.55\|2.38\|21.11\|21.60\|20.51\|94375;2026-07-15\|20.90\|-3.02\|21.55\|21.80\|20.70\|98484;2026-07-16\|19.94\|-4.59\|20.78\|21.06\|19.85\|95979;2026-07-17\|18.37\|-7.87\|19.99\|20.17\|18.10\|135983;2026-07-20\|16.81\|-8.49\|18.64\|18.80\|16.58\|152935;2026-07-21\|17.70\|5.29\|16.99\|17.74\|15.50\|166593;2026-07-22\|17.18\|-2.94\|17.45\|17.95\|17.06\|101211;2026-07-23\|17.86\|3.96\|17.25\|17.89\|17.23\|97188;2026-07-24\|17.45\|-2.30\|17.60\|18.08\|17.36\|81037;2026-07-27\|18.05\|3.44\|17.40\|18.09\|17.25\|85706;2026-07-28\|17.72\|-1.83\|17.95\|18.35\|17.61\|73905;2026-07-29\|17.63\|-0.51\|17.58\|17.79\|17.06\|92972;2026-07-30\|17.00\|-3.57\|17.40\|17.72\|16.80\|91480;2026-07-31\|17.42\|2.47\|17.50\|17.90\|17.39\|94194;2026-08-03\|17.57\|0.86\|17.33\|17.77\|17.26\|89666;2026-08-04\|18.20\|3.59\|17.75\|18.23\|17.53\|100233;2026-08-05\|18.91\|3.90\|18.40\|19.04\|18.22\|99276;2026-08-06\|19.19\|1.48\|18.93\|19.22\|18.55\|95180;2026-08-07\|19.63\|2.29\|19.44\|19.68\|18.82\|94662;2026-08-10\|19.67\|0.20\|19.80\|19.88\|19.25\|72862;2026-08-11\|19.50\|-0.86\|19.56\|19.72\|19.23\|53602;2026-08-12\|20.39\|4.56\|19.41\|20.98\|19.41\|126112;2026-08-13\|20.32\|-0.34\|20.39\|21.70\|20.13\|231600;2026-08-14\|20.26\|-0.30\|20.20\|20.92\|20.00\|137953;2026-08-17\|20.80\|2.67\|20.44\|20.89\|20.00\|106513;2026-08-18\|20.44\|-1.73\|20.73\|21.58\|20.20\|102208;2026-08-19\|19.41\|-5.04\|20.40\|20.55\|19.28\|100761;2026-08-20\|19.31\|-0.52\|19.63\|19.74\|19.10\|59774;2026-08-21\|21.24\|9.99\|19.22\|21.24\|18.89\|173442;2026-08-24\|20.48\|-3.58\|20.82\|21.15\|20.10\|254300;2026-08-25\|21.26\|3.81\|20.29\|21.86\|19.90\|284806;2026-08-26\|21.82\|2.63\|21.45\|22.49\|20.43\|345082;2026-08-27\|24.00\|9.99\|22.47\|24.00\|22.11\|328531;2026-08-28\|26.40\|10.00\|26.40\|26.40\|26.40\|42445;2026-08-31\|29.04\|10.00\|27.61\|29.04\|27.20\|656355;2026-09-01\|28.04\|-3.44\|28.83\|29.16\|26.48\|766878;2026-09-02\|30.84\|9.99\|28.05\|30.84\|28.04\|392640;2026-09-03\|27.76\|-9.99\|29.34\|29.34\|27.76\|507802;2026-09-04\|25.11\|-9.55\|27.01\|27.76\|24.98\|611808;2026-09-07\|26.52\|5.62\|25.45\|26.77\|24.61\|549023;2026-09-08\|25.00\|-5.73\|26.50\|26.51\|24.84\|465915;2026-09-09\|26.01\|4.04\|25.69\|27.50\|25.31\|625905;2026-09-10\|26.01\|0.00\|25.36\|27.52\|25.00\|569209;2026-09-11\|25.18\|-3.19\|25.42\|26.10\|23.85\|509484;2026-09-14\|25.34\|0.64\|24.80\|25.70\|23.95\|319070;2026-09-15\|26.85\|5.96\|25.16\|27.87\|25.00\|543930;2026-09-16\|26.89\|0.15\|26.91\|27.08\|26.18\|428916;2026-09-17\|26.17\|-2.68\|26.65\|27.12\|25.92\|292314;2026-09-18\|26.40\|0.88\|26.70\|26.95\|26.03\|309483;2026-09-21\|26.95\|2.08\|26.00\|26.95\|26.00\|351102;2026-09-22\|26.22\|-2.71\|27.24\|27.47\|26.15\|304559;2026-09-23\|27.14\|3.51\|26.69\|27.76\|26.31\|440188;2026-09-24\|25.51\|-6.01\|26.87\|26.87\|25.51\|311063;2026-09-28\|24.18\|-5.21\|25.52\|25.77\|24.01\|259352;2026-09-29\|24.74\|2.32\|24.19\|25.08\|24.00\|158557;2026-09-30\|23.64\|-4.45\|24.88\|24.98\|23.50\|130951;2026-10-08\|23.05\|-2.50\|23.51\|24.08\|22.83\|127679;2026-10-09\|21.99\|-4.60\|23.03\|23.05\|20.78\|205335;2026-10-12\|21.05\|-4.27\|21.78\|22.15\|20.92\|119425;2026-10-13\|21.14\|0.43\|20.58\|21.39\|19.82\|132518;2026-10-14\|22.03\|4.21\|21.80\|23.25\|21.12\|392228;2026-10-15\|22.45\|1.91\|20.80\|23.50\|20.52\|398516;2026-10-16\|21.83\|-2.76\|22.70\|22.98\|21.30\|269812;2026-10-19\|24.01\|9.99\|21.50\|24.01\|21.21\|302940;2026-10-20\|23.82\|-0.79\|24.43\|24.75\|23.01\|439648;2026-10-21\|23.25\|-2.39\|23.82\|23.92\|22.88\|266010;2026-10-22\|23.31\|0.26\|23.14\|23.99\|22.38\|341919;2026-10-23\|21.90\|-6.05\|22.00\|22.62\|20.98\|351034;2026-10-26\|20.69\|-5.53\|21.39\|21.40\|20.40\|203295;2026-10-27\|19.51\|-5.70\|20.94\|20.98\|19.50\|177083;2026-10-28\|20.50\|5.07\|19.97\|20.81\|19.40\|188646;2026-10-29\|19.34\|-5.66\|20.32\|20.74\|19.27\|154965;2026-10-30\|18.61\|-3.77\|18.67\|19.89\|18.42\|145728;2026-11-02\|19.06\|2.42\|18.65\|19.26\|18.31\|139126;2026-11-03\|18.41\|-3.41\|18.87\|19.39\|18.33\|126156;2026-11-04\|19.48\|5.81\|18.41\|19.53\|18.14\|178921;2026-11-05\|19.77\|1.49\|19.16\|19.93\|19.05\|136413;2026-11-06\|19.10\|-3.39\|18.77\|19.38\|18.66\|94858
127295	莫德纳&默沙东宣布全球首个mRNA癌症疫苗三期成功	集采拟中选+化药+中药 1、据2026年8月3日公告，公司吡格列酮二甲双胍口服常释剂型拟中选第十二批全国药品集中采购，有望快速打开市场，提升降糖类产品的市场份额和品牌影响力。 2、据2026年7月28日投资者关系活动记录表，公司践行“化药+中药”双轮驱动战略，2025年度对比剂产品销售收入同比增长15.78%，中药制剂销售收入同比增长42.91%。 3、据2026年4月22日年报，公司中成药品种增至59个，核心产品九味镇心颗粒已获批在香港上市，取得香港市场准入资格。	抗焦虑中药第一品牌；参股公司深圳市医未医疗科技有限公司是中国脑部疾病精准诊疗的领导者，是聚焦脑部疾病（脑卒中、阿尔茨海默病、认知症、青少年发育障碍等）超早期筛查和精准诊疗的脑科学数字产品公司，是国内唯一覆盖全脑筛查诊疗全流程的人工智能企业，公司已领先行业成为全国首家在卒中及认知领域均获批NMPA、CE、FDA三大认证的脑科学企业	2026-06-29\|7.85\|8.58\|7.20\|7.88\|7.08\|318877;2026-06-30\|7.67\|-2.29\|7.78\|7.86\|7.52\|234858;2026-07-01\|8.24\|7.43\|7.68\|8.28\|7.64\|387139;2026-07-02\|8.18\|-0.73\|8.21\|8.56\|8.15\|303462;2026-07-03\|8.30\|1.47\|8.22\|8.46\|8.13\|217818;2026-07-06\|8.36\|0.72\|8.26\|8.57\|8.15\|302748;2026-07-07\|7.99\|-4.43\|8.29\|8.29\|7.99\|204057;2026-07-08\|7.98\|-0.13\|8.02\|8.17\|7.95\|154881;2026-07-09\|7.92\|-0.75\|7.93\|8.13\|7.72\|184513;2026-07-10\|8.19\|3.41\|7.90\|8.25\|7.76\|223832;2026-07-13\|8.05\|-1.71\|8.15\|8.29\|8.02\|193876;2026-07-14\|8.25\|2.48\|8.01\|8.28\|7.85\|209199;2026-07-15\|8.60\|4.24\|8.16\|8.78\|8.13\|389169;2026-07-16\|8.56\|-0.47\|8.50\|8.67\|8.30\|298069;2026-07-17\|7.78\|-9.11\|8.46\|8.46\|7.77\|320092;2026-07-20\|7.65\|-1.67\|7.80\|7.94\|7.50\|213000;2026-07-21\|7.53\|-1.57\|7.60\|7.66\|7.15\|222401;2026-07-22\|7.56\|0.40\|7.44\|7.82\|7.42\|198042;2026-07-23\|7.70\|1.85\|7.47\|7.74\|7.41\|161907;2026-07-24\|7.39\|-4.03\|7.66\|7.75\|7.39\|146784;2026-07-27\|7.84\|6.09\|7.38\|7.88\|7.31\|232962;2026-07-28\|7.85\|0.13\|7.74\|8.10\|7.74\|203433;2026-07-29\|7.82\|-0.38\|7.85\|7.96\|7.71\|184727;2026-07-30\|7.61\|-2.69\|7.83\|7.90\|7.56\|179794;2026-07-31\|7.81\|2.63\|7.65\|7.85\|7.63\|147754;2026-08-03\|7.85\|0.51\|7.81\|7.86\|7.76\|100374;2026-08-04\|8.01\|2.04\|7.88\|8.11\|7.88\|138786;2026-08-05\|8.03\|0.25\|8.01\|8.06\|7.95\|137989;2026-08-06\|7.96\|-0.87\|8.05\|8.07\|7.87\|130777;2026-08-07\|8.41\|5.65\|7.90\|8.41\|7.90\|355604;2026-08-10\|8.54\|1.55\|8.41\|8.69\|8.41\|351499;2026-08-11\|8.52\|-0.23\|8.50\|8.67\|8.47\|212223;2026-08-12\|8.62\|1.17\|8.59\|8.80\|8.50\|277640;2026-08-13\|8.75\|1.51\|8.55\|8.94\|8.41\|391024;2026-08-14\|8.73\|-0.23\|8.69\|8.90\|8.59\|223241;2026-08-17\|8.71\|-0.23\|8.75\|8.77\|8.44\|206964;2026-08-18\|8.59\|-1.38\|8.68\|8.82\|8.57\|151691;2026-08-19\|8.30\|-3.38\|8.55\|8.65\|8.26\|166495;2026-08-20\|8.70\|4.82\|8.60\|8.94\|8.60\|340840;2026-08-21\|10.44\|20.00\|8.61\|10.44\|8.48\|1273508;2026-08-24\|9.74\|-6.71\|10.30\|10.72\|9.54\|1134324;2026-08-25\|9.71\|-0.31\|9.74\|9.79\|9.38\|682810;2026-08-26\|9.47\|-2.47\|9.79\|10.20\|9.44\|592294;2026-08-27\|9.35\|-1.27\|9.34\|9.63\|9.24\|507400;2026-08-28\|9.02\|-3.53\|9.28\|9.30\|8.99\|456722;2026-08-31\|8.72\|-3.33\|8.91\|8.95\|8.64\|362012;2026-09-01\|8.76\|0.46\|8.72\|8.80\|8.66\|322480;2026-09-02\|8.60\|-1.83\|8.75\|8.75\|8.53\|269990;2026-09-03\|8.43\|-1.98\|8.63\|8.69\|8.36\|246622;2026-09-04\|8.47\|0.47\|8.49\|8.69\|8.41\|257549;2026-09-07\|8.49\|0.24\|8.50\|8.53\|8.40\|161200;2026-09-08\|8.68\|2.24\|8.49\|8.70\|8.44\|290248;2026-09-09\|8.60\|-0.92\|8.70\|8.73\|8.56\|242489;2026-09-10\|8.15\|-5.23\|8.52\|8.52\|8.14\|284419;2026-09-11\|7.98\|-2.09\|8.08\|8.13\|7.90\|166555;2026-09-14\|8.07\|1.13\|7.97\|8.14\|7.90\|129284;2026-09-15\|7.89\|-2.23\|8.07\|8.09\|7.89\|121601;2026-09-16\|7.93\|0.51\|7.85\|7.97\|7.82\|95924;2026-09-17\|8.09\|2.02\|7.88\|8.15\|7.88\|137019;2026-09-18\|8.30\|2.60\|8.13\|8.43\|8.13\|219267;2026-09-21\|8.67\|4.46\|8.35\|8.77\|8.31\|332256;2026-09-22\|9.52\|9.80\|8.67\|9.78\|8.59\|884469;2026-09-23\|10.29\|8.77\|9.46\|10.43\|9.30\|884163;2026-09-24\|9.84\|-4.37\|10.01\|10.41\|9.82\|711739;2026-09-28\|9.49\|-3.56\|9.89\|10.06\|9.45\|407006;2026-09-29\|9.38\|-1.16\|9.45\|9.85\|9.34\|316128;2026-09-30\|9.56\|1.92\|9.50\|9.84\|9.44\|334798;2026-10-08\|9.18\|-3.97\|9.63\|9.63\|9.06\|418482;2026-10-09\|9.16\|-0.22\|9.13\|9.22\|8.77\|264548;2026-10-12\|8.79\|-4.04\|9.27\|9.35\|8.76\|260551;2026-10-13\|8.67\|-1.37\|8.78\|8.87\|8.25\|251956;2026-10-14\|8.34\|-3.81\|8.68\|8.70\|8.32\|229426;2026-10-15\|8.28\|-0.72\|8.15\|8.75\|8.10\|351222;2026-10-16\|8.18\|-1.21\|8.41\|8.69\|8.09\|439764;2026-10-19\|7.88\|-3.67\|8.05\|8.23\|7.72\|334981;2026-10-20\|8.11\|2.92\|7.86\|8.18\|7.77\|258914;2026-10-21\|8.19\|0.99\|8.19\|8.36\|8.15\|211989;2026-10-22\|7.92\|-3.30\|8.21\|8.40\|7.91\|233688;2026-10-23\|8.09\|2.15\|7.95\|8.10\|7.58\|288290;2026-10-26\|8.05\|-0.49\|8.02\|8.21\|7.99\|210643;2026-10-27\|7.61\|-5.47\|8.07\|8.11\|7.60\|264310;2026-10-28\|8.07\|6.04\|7.72\|8.13\|7.72\|301675;2026-10-29\|7.99\|-0.99\|8.08\|8.19\|7.90\|219007;2026-10-30\|8.07\|1.00\|7.88\|8.41\|7.74\|361741;2026-11-02\|8.08\|0.12\|8.18\|8.18\|7.83\|290253;2026-11-03\|7.85\|-2.85\|8.06\|8.08\|7.78\|264656;2026-11-04\|8.00\|1.91\|7.80\|8.00\|7.63\|318965;2026-11-05\|8.20\|2.50\|8.00\|8.32\|7.94\|342979;2026-11-06\|7.94\|-3.17\|7.95\|8.13\|7.89\|207794
127294		音响电声+智能音箱+AI眼镜行业原因： 7月15日，国家互联网信息办公室发布公告，7款手机端侧生成式人工智能服务完成备案。其中，由苹果申报的“Apple智能”已于7月8日正式通过备案。与苹果同批通过备案的，还包括华为小艺、vivo蓝心、小米澎湃及努比亚豆包大模型等主流手机厂商的端侧AI产品。公司原因： 1、据2026年4月21日披露的2025年年度报告，公司将AI眼镜、AI耳机等智能硬件列为战略重点，2026年AI眼镜行业迈入新一轮竞争排位赛，公司已完成AI眼镜整机组装业务导入，并自建光学实验室投入使用。 2、据2026年4月21日披露的2025年年度报告，公司是国内音响电声行业龙头企业，主营智能音箱等电声产品，具备从核心部件到整机组装的全链条垂直整合能力，拥有多家国内巨型平台类优质客户。 3、据2026年7月15日披露的2026年半年度业绩预告，公司预计2026年上半年净利润亏损6500万元至7950万元，上年同期盈利6435.66万元，主要受原材料价格上涨、汇兑损失及客户调整出货节奏影响。	1、全球知名的电声制造厂商；公司音响电声类业务主要产品包括扬声器、蓝牙音箱、智能音箱等，应用于可穿戴产品（如VR/AR）、智能手机、平板电脑等消费电子产品； 2、公司为VR/AR设备供应声学模组，有MR设备声学模组的技术储备，公司也将生产VR整机	2026-06-29\|7.76\|-0.77\|7.83\|7.87\|7.57\|191384;2026-06-30\|7.85\|1.16\|7.76\|7.97\|7.71\|153771;2026-07-01\|8.06\|2.68\|7.88\|8.24\|7.75\|192029;2026-07-02\|7.90\|-1.99\|8.05\|8.20\|7.88\|178410;2026-07-03\|7.99\|1.14\|7.99\|8.10\|7.88\|154963;2026-07-06\|7.76\|-2.88\|8.07\|8.08\|7.69\|153702;2026-07-07\|7.56\|-2.58\|7.71\|7.86\|7.53\|125716;2026-07-08\|7.49\|-0.93\|7.51\|7.61\|7.40\|119034;2026-07-09\|7.55\|0.80\|7.49\|7.60\|7.27\|151077;2026-07-10\|7.67\|1.59\|7.55\|7.86\|7.48\|171469;2026-07-13\|7.34\|-4.30\|7.66\|7.78\|7.32\|174162;2026-07-14\|7.37\|0.41\|7.35\|7.43\|7.20\|140351;2026-07-15\|7.58\|2.85\|7.79\|8.11\|7.53\|370194;2026-07-16\|8.34\|10.03\|7.63\|8.34\|7.60\|308952;2026-07-17\|8.11\|-2.76\|8.45\|8.82\|8.06\|844324;2026-07-20\|7.85\|-3.21\|7.89\|8.05\|7.60\|566932;2026-07-21\|7.82\|-0.38\|7.70\|8.07\|7.66\|448897;2026-07-22\|7.59\|-2.94\|7.65\|7.71\|7.51\|318436;2026-07-23\|7.54\|-0.66\|7.50\|7.58\|7.36\|255158;2026-07-24\|7.26\|-3.71\|7.43\|7.62\|7.26\|211937;2026-07-27\|7.57\|4.27\|7.30\|7.59\|7.20\|235542;2026-07-28\|7.71\|1.85\|7.55\|7.78\|7.50\|228453;2026-07-29\|8.48\|9.99\|7.78\|8.48\|7.74\|222340;2026-07-30\|8.16\|-3.77\|8.55\|8.70\|8.13\|547266;2026-07-31\|8.36\|2.45\|8.16\|8.46\|8.16\|317833;2026-08-03\|8.52\|1.91\|8.46\|8.57\|8.36\|290541;2026-08-04\|8.60\|0.94\|8.55\|8.62\|8.41\|218806;2026-08-05\|8.66\|0.70\|8.63\|8.74\|8.55\|234770;2026-08-06\|8.60\|-0.69\|8.66\|8.76\|8.47\|171985;2026-08-07\|8.90\|3.49\|8.76\|9.26\|8.67\|593764;2026-08-10\|8.75\|-1.69\|8.70\|8.80\|8.48\|326275;2026-08-11\|8.74\|-0.11\|8.72\|8.81\|8.66\|200163;2026-08-12\|8.70\|-0.46\|8.73\|8.77\|8.60\|168242;2026-08-13\|8.51\|-2.18\|8.70\|8.77\|8.51\|185123;2026-08-14\|8.40\|-1.29\|8.49\|8.60\|8.32\|149956;2026-08-17\|8.43\|0.36\|8.39\|8.45\|8.27\|121035;2026-08-18\|8.18\|-2.97\|8.39\|8.41\|8.10\|158661;2026-08-19\|8.00\|-2.20\|8.15\|8.16\|7.92\|186769;2026-08-20\|8.28\|3.50\|8.04\|8.40\|7.98\|182550;2026-08-21\|9.11\|10.02\|8.29\|9.11\|8.19\|555350;2026-08-24\|8.80\|-3.40\|8.93\|9.17\|8.71\|524064;2026-08-25\|9.01\|2.39\|8.70\|9.07\|8.70\|383339;2026-08-26\|9.00\|-0.11\|8.95\|9.17\|8.91\|280153;2026-08-27\|8.96\|-0.44\|9.01\|9.16\|8.88\|275016;2026-08-28\|9.10\|1.56\|8.96\|9.81\|8.88\|495393;2026-08-31\|9.24\|1.54\|9.11\|9.30\|9.05\|350923;2026-09-01\|9.52\|3.03\|9.44\|9.98\|9.34\|597109;2026-09-02\|9.46\|-0.63\|9.59\|9.65\|9.35\|389670;2026-09-03\|9.18\|-2.96\|9.50\|9.55\|9.14\|289375;2026-09-04\|9.14\|-0.44\|9.22\|9.40\|9.07\|220206;2026-09-07\|9.21\|0.77\|9.20\|9.25\|9.09\|162234;2026-09-08\|9.46\|2.71\|9.19\|9.49\|9.08\|261748;2026-09-09\|9.14\|-3.38\|9.41\|9.45\|9.10\|202750;2026-09-10\|8.92\|-2.41\|9.14\|9.14\|8.91\|150218;2026-09-11\|8.90\|-0.22\|8.79\|8.96\|8.75\|150111;2026-09-14\|8.90\|0.00\|8.93\|9.04\|8.81\|115496;2026-09-15\|8.66\|-2.70\|8.97\|8.99\|8.64\|137010;2026-09-16\|8.86\|2.31\|8.66\|8.95\|8.54\|168817;2026-09-17\|9.15\|3.27\|8.83\|9.15\|8.80\|160909;2026-09-18\|9.05\|-1.09\|9.14\|9.20\|8.99\|147265;2026-09-21\|9.06\|0.11\|9.06\|9.11\|8.98\|116117;2026-09-22\|9.40\|3.75\|9.32\|9.63\|9.28\|333975;2026-09-23\|9.09\|-3.30\|9.37\|9.39\|9.01\|221687;2026-09-24\|8.89\|-2.20\|9.11\|9.18\|8.86\|125502;2026-09-28\|8.63\|-2.92\|8.87\|8.88\|8.50\|129304;2026-09-29\|8.78\|1.74\|8.65\|8.85\|8.60\|102798;2026-09-30\|8.57\|-2.39\|8.81\|8.88\|8.56\|95797;2026-10-08\|8.39\|-2.10\|8.58\|8.66\|8.30\|110333;2026-10-09\|8.78\|4.65\|8.38\|8.87\|8.28\|170326;2026-10-12\|8.73\|-0.57\|8.78\|8.87\|8.59\|118045;2026-10-13\|8.85\|1.37\|8.60\|8.89\|8.48\|136146;2026-10-14\|8.68\|-1.92\|8.80\|8.88\|8.65\|94242;2026-10-15\|8.45\|-2.65\|8.50\|8.67\|8.44\|106536;2026-10-16\|8.41\|-0.47\|8.59\|8.68\|8.34\|128365;2026-10-19\|8.44\|0.36\|8.40\|8.52\|8.24\|94586;2026-10-20\|8.89\|5.33\|8.42\|9.04\|8.32\|229926;2026-10-21\|8.87\|-0.23\|8.91\|8.99\|8.77\|140331;2026-10-22\|8.61\|-2.93\|8.87\|8.95\|8.61\|137886;2026-10-23\|9.11\|5.81\|8.48\|9.14\|8.21\|359915;2026-10-26\|9.00\|-1.21\|9.02\|9.14\|8.86\|178824;2026-10-27\|8.67\|-3.67\|9.00\|9.09\|8.67\|146524;2026-10-28\|8.50\|-1.96\|8.36\|8.71\|7.91\|279750;2026-10-29\|8.26\|-2.82\|8.46\|8.73\|8.26\|183886;2026-10-30\|8.02\|-2.91\|8.11\|8.68\|8.01\|265759;2026-11-02\|8.82\|9.98\|8.13\|8.82\|7.63\|438428;2026-11-03\|8.70\|-1.36\|8.88\|9.18\|8.65\|330625;2026-11-04\|9.00\|3.45\|8.74\|9.02\|8.56\|266798;2026-11-05\|9.90\|10.00\|9.05\|9.90\|9.04\|214295;2026-11-06\|9.86\|-0.40\|10.89\|10.89\|9.60\|1197485
127293	南亚向客户发出涨价函	铜箔+HVLP+固态电池+满产满销行业原因：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2026年5月26日投资者关系活动记录表，公司HVLP等新产品已逐步通过部分下游客户的认证，系英伟达AI电子铜箔产品的终端客户；RTF-3及HVLP-1/2产品已进入国内和台系多家头部厂商供应链体系，HVLP-3/4同步推进送样测试。 2、据2026年5月26日投资者关系活动记录表，公司3μm和3.5μm极薄铜箔已规模化量产；研发的多孔铜箔适用于固态电池；耐高温双面镀镍合金箔解决了硫化物固态电解质腐蚀难题，并获2025年高工金球奖。 3、据2026年5月26日投资者关系活动记录表，截至2026年5月，公司在产产能满产满销，五月订单排产已突破10000吨，铜箔产品加工费比去年同期提升了约15%。 4、据2026年5月30日异常波动公告，公司主营业务为锂离子电池用电解铜箔的研发、生产和销售，产品主要应用于锂电池生产制造。	公司主营电解铜箔，新一代HVLP铜箔通过认证	2026-06-29\|14.73\|-3.66\|15.00\|16.08\|14.40\|1947590;2026-06-30\|15.09\|2.44\|14.66\|15.20\|14.42\|1634862;2026-07-01\|15.33\|1.59\|15.25\|15.96\|14.99\|2085138;2026-07-02\|14.53\|-5.22\|14.51\|15.50\|14.02\|1853946;2026-07-03\|15.75\|8.40\|14.57\|15.98\|14.51\|2455536;2026-07-06\|14.39\|-8.63\|15.60\|16.49\|14.20\|2426033;2026-07-07\|15.23\|5.84\|14.36\|15.83\|14.26\|2808075;2026-07-08\|13.71\|-9.98\|15.07\|15.68\|13.71\|2435353;2026-07-09\|13.44\|-1.97\|13.70\|13.96\|12.56\|2523722;2026-07-10\|12.82\|-4.61\|13.44\|14.07\|12.79\|1507558;2026-07-13\|11.54\|-9.98\|12.42\|12.80\|11.54\|1257692;2026-07-14\|12.14\|5.20\|11.24\|12.19\|11.14\|1370263;2026-07-15\|11.66\|-3.95\|12.38\|12.43\|11.57\|986300;2026-07-16\|10.94\|-6.17\|11.40\|11.71\|10.80\|995375;2026-07-17\|9.95\|-9.05\|10.94\|10.98\|9.85\|1106032;2026-07-20\|8.96\|-9.95\|10.20\|10.28\|8.96\|1070484;2026-07-21\|9.34\|4.24\|8.99\|9.37\|8.06\|1633575;2026-07-22\|8.85\|-5.25\|9.29\|9.46\|8.76\|1154377;2026-07-23\|9.14\|3.28\|9.00\|9.54\|8.91\|1273992;2026-07-24\|8.70\|-4.81\|9.00\|9.16\|8.69\|773134;2026-07-27\|9.37\|7.70\|8.84\|9.43\|8.66\|1176878;2026-07-28\|8.89\|-5.12\|9.36\|9.46\|8.82\|1053404;2026-07-29\|8.66\|-2.59\|8.85\|8.88\|8.43\|1135463;2026-07-30\|8.02\|-7.39\|8.56\|8.62\|7.89\|1215756;2026-07-31\|8.16\|1.75\|8.46\|8.66\|8.13\|1241923;2026-08-03\|8.31\|1.84\|8.18\|8.37\|7.95\|933746;2026-08-04\|8.81\|6.02\|8.38\|8.88\|8.38\|1204027;2026-08-05\|9.36\|6.24\|8.86\|9.48\|8.86\|1712257;2026-08-06\|9.51\|1.60\|9.21\|9.69\|9.15\|1428545;2026-08-07\|10.46\|9.99\|9.51\|10.46\|9.35\|1215130;2026-08-10\|10.41\|-0.48\|10.80\|10.89\|10.12\|2449543;2026-08-11\|10.22\|-1.83\|10.15\|10.46\|10.10\|1239647;2026-08-12\|10.34\|1.17\|10.22\|10.45\|10.13\|1145902;2026-08-13\|10.16\|-1.74\|10.42\|10.80\|10.15\|1457735;2026-08-14\|10.36\|1.97\|10.17\|10.37\|10.10\|1088618;2026-08-17\|10.83\|4.54\|10.46\|10.83\|10.35\|1542860;2026-08-18\|10.58\|-2.31\|10.87\|11.11\|10.47\|1547776;2026-08-19\|9.87\|-6.71\|10.18\|10.72\|9.81\|1444222;2026-08-20\|9.76\|-1.11\|10.05\|10.14\|9.63\|938326;2026-08-21\|10.74\|10.04\|9.70\|10.74\|9.47\|2202832;2026-08-24\|11.07\|3.07\|10.80\|11.36\|10.61\|2960771;2026-08-25\|11.25\|1.63\|10.78\|11.38\|10.43\|2327204;2026-08-26\|11.66\|3.64\|11.26\|11.88\|10.87\|2626347;2026-08-27\|11.60\|-0.51\|11.38\|11.97\|11.20\|2362044;2026-08-28\|10.94\|-5.69\|11.38\|11.41\|10.90\|2149290;2026-08-31\|12.03\|9.96\|10.82\|12.03\|10.81\|1435922;2026-09-01\|11.91\|-1.00\|12.00\|12.60\|11.66\|3203443;2026-09-02\|11.65\|-2.18\|11.69\|12.22\|11.62\|2023830;2026-09-03\|11.41\|-2.06\|11.88\|12.05\|11.25\|1501663;2026-09-04\|11.03\|-3.33\|11.43\|11.55\|10.91\|1393820;2026-09-07\|11.37\|3.08\|11.00\|11.52\|10.94\|1418340;2026-09-08\|11.48\|0.97\|11.17\|11.67\|11.06\|1527261;2026-09-09\|11.26\|-1.92\|11.50\|11.62\|11.22\|1127620;2026-09-10\|11.25\|-0.09\|11.09\|11.55\|10.83\|1172244;2026-09-11\|10.83\|-3.73\|10.85\|11.09\|10.21\|1232801;2026-09-14\|11.03\|1.85\|10.50\|11.27\|10.34\|1091104;2026-09-15\|12.13\|9.97\|10.91\|12.13\|10.90\|1941725;2026-09-16\|12.19\|0.49\|12.11\|12.24\|11.76\|2834779;2026-09-17\|11.87\|-2.63\|12.07\|12.34\|11.84\|1590072;2026-09-18\|12.28\|3.45\|12.20\|12.30\|11.85\|1742265;2026-09-21\|12.53\|2.04\|12.31\|12.69\|12.15\|2247913;2026-09-22\|12.16\|-2.95\|12.55\|12.85\|12.15\|1939684;2026-09-23\|12.46\|2.47\|12.16\|12.68\|11.98\|1792565;2026-09-24\|11.89\|-4.57\|12.30\|12.47\|11.88\|1211424;2026-09-28\|10.88\|-8.49\|11.84\|11.88\|10.71\|1218879;2026-09-29\|11.18\|2.76\|10.81\|11.38\|10.81\|883156;2026-09-30\|10.87\|-2.77\|11.26\|11.28\|10.82\|709427;2026-10-08\|11.09\|2.02\|10.89\|11.53\|10.89\|944764;2026-10-09\|10.73\|-3.25\|10.91\|10.97\|10.22\|957462;2026-10-12\|9.88\|-7.92\|10.58\|10.80\|9.72\|891847;2026-10-13\|10.05\|1.72\|9.45\|10.22\|9.32\|852491;2026-10-14\|9.91\|-1.39\|10.07\|10.35\|9.90\|673423;2026-10-15\|10.17\|2.62\|9.52\|10.38\|9.48\|862230;2026-10-16\|10.10\|-0.69\|10.33\|10.47\|9.97\|716263;2026-10-19\|9.70\|-3.96\|9.95\|10.00\|9.53\|637292;2026-10-20\|9.81\|1.13\|9.67\|9.95\|9.58\|460591;2026-10-21\|10.14\|3.36\|9.82\|10.15\|9.80\|673364;2026-10-22\|9.95\|-1.87\|10.44\|10.50\|9.92\|1015120;2026-10-23\|10.05\|1.00\|9.45\|10.09\|9.27\|863300;2026-10-26\|9.57\|-4.78\|9.87\|9.88\|9.57\|553870;2026-10-27\|8.80\|-8.05\|9.69\|9.78\|8.77\|731612;2026-10-28\|8.84\|0.45\|8.95\|9.03\|8.60\|676805;2026-10-29\|8.35\|-5.54\|8.75\|8.81\|8.34\|688017;2026-10-30\|8.19\|-1.92\|8.06\|8.64\|7.92\|747249;2026-11-02\|8.29\|1.22\|8.27\|8.38\|8.02\|550475;2026-11-03\|8.14\|-1.81\|8.20\|8.57\|8.07\|765568;2026-11-04\|8.55\|5.04\|8.14\|8.60\|8.01\|929520;2026-11-05\|8.75\|2.34\|8.45\|8.98\|8.41\|958879;2026-11-06\|8.43\|-3.66\|8.40\|8.59\|8.31\|558136
127292	7月份社会消费品零售总额同比增长0.6%	LED照明+车路云协同+储能 1、据2025年年度报告，公司聚焦半导体照明主业，围绕“照明+能源+数字化”构建差异化竞争优势，具备大功率路灯、隧道灯等核心产品，产品光效可达200lm/W。 2、据2025年年度报告，公司充分利用在智能灯杆和智慧感知领域的技术优势，打造集感知、传输、计算于一体的车路云协同解决方案，为智能网联汽车与智慧交通设施的高效互动提供支撑。 3、据2025年年度报告，公司布局路侧微网储能系统，推出2.0版本谷电储能路灯及路侧微网智慧储能解决方案，实现削峰填谷、就地消纳与应急供电能力。	公司深耕大功率LED照明二十余年，产品覆盖道路、隧道、景观等场景	2026-06-29\|4.02\|10.14\|3.64\|4.02\|3.62\|780591;2026-06-30\|4.42\|9.95\|4.28\|4.42\|4.28\|217721;2026-07-01\|4.38\|-0.91\|4.42\|4.49\|4.28\|1031570;2026-07-02\|4.11\|-6.16\|4.32\|4.35\|4.00\|842396;2026-07-03\|4.01\|-2.43\|4.18\|4.22\|4.01\|364318;2026-07-06\|3.90\|-2.74\|4.06\|4.10\|3.85\|354626;2026-07-07\|3.87\|-0.77\|3.86\|3.96\|3.76\|253987;2026-07-08\|3.70\|-4.39\|3.86\|3.87\|3.68\|264301;2026-07-09\|3.84\|3.78\|3.70\|3.91\|3.69\|287574;2026-07-10\|3.88\|1.04\|3.80\|3.93\|3.75\|295754;2026-07-13\|3.69\|-4.90\|3.77\|3.85\|3.60\|387709;2026-07-14\|3.67\|-0.54\|3.70\|3.75\|3.47\|301535;2026-07-15\|3.69\|0.55\|3.67\|3.72\|3.58\|224700;2026-07-16\|3.67\|-0.54\|3.65\|3.75\|3.55\|226012;2026-07-17\|3.39\|-7.63\|3.64\|3.67\|3.38\|339973;2026-07-20\|3.26\|-3.83\|3.45\|3.47\|3.21\|341552;2026-07-21\|3.44\|5.52\|3.25\|3.49\|3.00\|421830;2026-07-22\|3.34\|-2.91\|3.39\|3.49\|3.34\|301029;2026-07-23\|3.39\|1.50\|3.35\|3.41\|3.30\|213102;2026-07-24\|3.48\|2.65\|3.34\|3.59\|3.32\|331747;2026-07-27\|3.49\|0.29\|3.43\|3.52\|3.43\|157119;2026-07-28\|3.43\|-1.72\|3.43\|3.54\|3.40\|174397;2026-07-29\|3.47\|1.17\|3.44\|3.52\|3.37\|211678;2026-07-30\|3.39\|-2.31\|3.46\|3.53\|3.36\|190104;2026-07-31\|3.51\|3.54\|3.42\|3.57\|3.40\|286686;2026-08-03\|3.49\|-0.57\|3.50\|3.55\|3.43\|185215;2026-08-04\|3.59\|2.87\|3.51\|3.59\|3.50\|248616;2026-08-05\|3.66\|1.95\|3.55\|3.66\|3.55\|191393;2026-08-06\|3.77\|3.01\|3.64\|3.81\|3.60\|275480;2026-08-07\|3.71\|-1.59\|3.75\|3.76\|3.64\|215009;2026-08-10\|3.73\|0.54\|3.71\|3.75\|3.65\|166867;2026-08-11\|3.70\|-0.80\|3.70\|3.76\|3.68\|150283;2026-08-12\|3.66\|-1.08\|3.70\|3.73\|3.57\|197894;2026-08-13\|3.52\|-3.83\|3.68\|3.73\|3.52\|289286;2026-08-14\|3.54\|0.57\|3.50\|3.59\|3.36\|309359;2026-08-17\|3.50\|-1.13\|3.56\|3.59\|3.44\|187511;2026-08-18\|3.85\|10.00\|3.52\|3.85\|3.50\|244882;2026-08-19\|3.64\|-5.45\|3.87\|3.89\|3.57\|573791;2026-08-20\|3.75\|3.02\|3.71\|3.77\|3.64\|355466;2026-08-21\|4.13\|10.13\|3.70\|4.13\|3.65\|798126;2026-08-24\|4.18\|1.21\|4.34\|4.34\|4.09\|799992;2026-08-25\|4.36\|4.31\|4.16\|4.40\|4.11\|553619;2026-08-26\|4.50\|3.21\|4.33\|4.56\|4.33\|577624;2026-08-27\|4.54\|0.89\|4.47\|4.58\|4.35\|585093;2026-08-28\|4.66\|2.64\|4.49\|4.75\|4.43\|594762;2026-08-31\|4.68\|0.43\|4.63\|4.77\|4.61\|427304;2026-09-01\|4.71\|0.64\|4.71\|4.82\|4.63\|379617;2026-09-02\|4.61\|-2.12\|4.65\|4.75\|4.55\|427030;2026-09-03\|4.28\|-7.16\|4.65\|4.69\|4.18\|853950;2026-09-04\|4.31\|0.70\|4.31\|4.45\|4.20\|547820;2026-09-07\|4.25\|-1.39\|4.30\|4.38\|4.22\|371364;2026-09-08\|4.39\|3.29\|4.26\|4.50\|4.19\|455924;2026-09-09\|4.28\|-2.51\|4.40\|4.48\|4.24\|360643;2026-09-10\|4.16\|-2.80\|4.27\|4.28\|4.15\|287543;2026-09-11\|4.12\|-0.96\|4.13\|4.17\|4.00\|343361;2026-09-14\|4.06\|-1.46\|4.11\|4.14\|4.05\|227750;2026-09-15\|4.01\|-1.23\|4.07\|4.11\|3.98\|221008;2026-09-16\|4.13\|2.99\|4.00\|4.15\|3.97\|255046;2026-09-17\|4.23\|2.42\|4.12\|4.31\|4.11\|323167;2026-09-18\|4.24\|0.24\|4.22\|4.25\|4.18\|235124;2026-09-21\|4.31\|1.65\|4.23\|4.34\|4.20\|219258;2026-09-22\|4.31\|0.00\|4.30\|4.44\|4.29\|243280;2026-09-23\|4.74\|9.98\|4.31\|4.74\|4.23\|526891;2026-09-24\|4.93\|4.01\|4.72\|5.15\|4.64\|1136535;2026-09-28\|4.87\|-1.22\|5.02\|5.09\|4.81\|788382;2026-09-29\|4.95\|1.64\|4.85\|5.03\|4.79\|519040;2026-09-30\|4.77\|-3.64\|4.96\|4.98\|4.75\|454882;2026-10-08\|4.72\|-1.05\|4.86\|4.96\|4.67\|384389;2026-10-09\|4.65\|-1.48\|4.67\|4.70\|4.44\|386973;2026-10-12\|4.47\|-3.87\|4.66\|4.75\|4.46\|283018;2026-10-13\|4.43\|-0.89\|4.38\|4.48\|4.20\|332988;2026-10-14\|4.32\|-2.48\|4.46\|4.46\|4.31\|196204;2026-10-15\|4.20\|-2.78\|4.23\|4.29\|4.13\|265111;2026-10-16\|4.21\|0.24\|4.28\|4.30\|4.18\|225189;2026-10-19\|4.13\|-1.90\|4.18\|4.26\|4.09\|208637;2026-10-20\|4.23\|2.42\|4.15\|4.23\|4.11\|187378;2026-10-21\|4.21\|-0.47\|4.26\|4.37\|4.19\|284741;2026-10-22\|4.15\|-1.43\|4.21\|4.25\|4.13\|183598;2026-10-23\|4.09\|-1.45\|4.10\|4.12\|3.86\|377323;2026-10-26\|4.04\|-1.22\|4.07\|4.12\|4.00\|142812;2026-10-27\|3.95\|-2.23\|4.05\|4.10\|3.93\|175830;2026-10-28\|3.99\|1.01\|3.96\|4.03\|3.87\|183814;2026-10-29\|3.85\|-3.51\|3.96\|4.00\|3.84\|160721;2026-10-30\|3.67\|-4.68\|3.75\|3.86\|3.66\|238473;2026-11-02\|3.83\|4.36\|3.72\|3.88\|3.61\|268201;2026-11-03\|3.79\|-1.04\|3.80\|3.90\|3.73\|198606;2026-11-04\|3.87\|2.11\|3.83\|3.89\|3.71\|234386;2026-11-05\|3.94\|1.81\|3.88\|3.95\|3.82\|231812;2026-11-06\|3.94\|0.00\|3.82\|4.00\|3.78\|210765
127291	现货黄金涨破4500美元关口	黄金+白银+并购扩张行业原因：中银证券发布研报称，进入2026年，随着市场进入牛市第二阶段“盈利驱动上涨阶段”，在“反内卷”和扩内需驱动下，国内再通膨叙事强化，有色金属的强周期属性有望体现，而金融属性及产业趋势将为行业带来重估机遇。公司原因： 1、据2026年1月17日公告，银都矿业完成拜仁达坝银多金属矿采矿权整合并取得新采矿许可证，有效期自2025年12月29日至2031年12月28日。 2、据2026年1月8日公告，公司已完成收购伊春金石矿业60%股权，新增铜钼矿探矿权；2026年1月13日公告拟收购广西来宾金石矿业55%股权，持续扩张金银铜铅锌资源储备。 3、据2025年4月29日公告，公司控股7家矿业子公司，累计查明银金属量约1.2万吨、金金属量约34吨，年采选能力近200万吨，为国内白银龙头。 4、据2025年半年报，公司主营贵金属、有色金属矿的采选和销售，下属7家矿业子公司。银都矿业、光大矿业和金都矿业为银铅锌矿矿山，金山矿业为银金矿矿山，以上4座矿山均为在产矿山。	公司预计中报净利润同比增长399.31%-470.64%，因“采矿及选矿能力有所提升，产能逐渐释放，2026年上半年度产品产销量增加；另外，叠加贵金属价格上涨，公司矿山主要产品销售价格较上年同期上涨，推动公司经营业绩同比显著增长”	2026-06-29\|21.00\|-0.80\|21.18\|21.57\|20.43\|272861;2026-06-30\|23.10\|10.00\|23.10\|23.10\|23.10\|74714;2026-07-01\|25.41\|10.00\|24.25\|25.41\|23.57\|517788;2026-07-02\|24.72\|-2.72\|26.62\|26.69\|24.64\|912535;2026-07-03\|24.42\|-1.21\|25.45\|26.33\|24.11\|748947;2026-07-06\|24.12\|-1.23\|24.53\|26.00\|24.12\|669139;2026-07-07\|22.35\|-7.34\|24.00\|24.01\|22.29\|457572;2026-07-08\|22.07\|-1.25\|22.31\|23.17\|21.71\|368583;2026-07-09\|21.91\|-0.72\|21.80\|22.30\|20.82\|340130;2026-07-10\|22.60\|3.15\|22.24\|23.70\|21.75\|387488;2026-07-13\|21.05\|-6.86\|22.26\|22.30\|20.98\|252310;2026-07-14\|21.73\|3.23\|20.80\|21.85\|20.26\|251246;2026-07-15\|20.83\|-4.14\|21.90\|21.96\|20.80\|249818;2026-07-16\|20.45\|-1.82\|20.54\|21.28\|20.31\|232359;2026-07-17\|18.95\|-7.33\|20.19\|20.19\|18.84\|307505;2026-07-20\|18.65\|-1.58\|19.21\|19.52\|18.25\|278868;2026-07-21\|20.52\|10.03\|18.95\|20.52\|18.27\|407120;2026-07-22\|22.57\|9.99\|20.88\|22.57\|20.84\|418335;2026-07-23\|24.83\|10.01\|23.44\|24.83\|22.86\|691703;2026-07-24\|24.80\|-0.12\|23.99\|25.69\|23.61\|985550;2026-07-27\|24.93\|0.52\|25.14\|25.78\|23.19\|736090;2026-07-28\|24.07\|-3.45\|23.80\|24.54\|23.69\|425931;2026-07-29\|25.00\|3.86\|24.30\|25.38\|23.65\|541167;2026-07-30\|24.07\|-3.72\|25.40\|25.60\|23.89\|556868;2026-07-31\|25.40\|5.53\|24.49\|26.15\|24.46\|616443;2026-08-03\|25.72\|1.26\|25.45\|26.08\|25.00\|511438;2026-08-04\|26.50\|3.03\|26.00\|26.70\|25.66\|519733;2026-08-05\|29.15\|10.00\|26.98\|29.15\|26.49\|511645;2026-08-06\|31.30\|7.38\|32.06\|32.07\|30.30\|1209847;2026-08-07\|34.43\|10.00\|31.38\|34.43\|30.20\|1127805;2026-08-10\|37.12\|7.81\|34.52\|37.78\|34.38\|1085237;2026-08-11\|34.55\|-6.92\|37.80\|39.33\|34.25\|1255999;2026-08-12\|34.41\|-0.41\|35.27\|35.66\|33.52\|779285;2026-08-13\|32.21\|-6.39\|35.08\|35.85\|32.14\|879006;2026-08-14\|32.09\|-0.37\|30.95\|32.12\|30.68\|521180;2026-08-17\|33.22\|3.52\|33.01\|33.49\|32.44\|559226;2026-08-18\|33.07\|-0.45\|33.70\|34.08\|32.50\|475292;2026-08-19\|31.29\|-5.38\|31.11\|32.78\|31.10\|418024;2026-08-20\|33.28\|6.36\|33.32\|34.42\|32.51\|951984;2026-08-21\|36.61\|10.01\|34.25\|36.61\|33.55\|951244;2026-08-24\|39.86\|8.88\|37.00\|40.27\|36.72\|1246308;2026-08-25\|36.27\|-9.01\|39.70\|39.70\|35.95\|951034;2026-08-26\|37.16\|2.45\|36.82\|38.89\|35.68\|882662;2026-08-27\|37.98\|2.21\|36.92\|39.00\|36.33\|817713;2026-08-28\|38.59\|1.61\|38.56\|39.44\|36.89\|677792;2026-08-31\|36.87\|-4.46\|34.73\|37.15\|34.73\|652945;2026-09-01\|36.40\|-1.27\|37.26\|37.42\|36.23\|411546;2026-09-02\|35.90\|-1.37\|34.82\|36.18\|33.67\|514563;2026-09-03\|37.00\|3.06\|36.62\|37.48\|36.44\|543784;2026-09-04\|36.16\|-2.27\|37.03\|37.74\|35.91\|485286;2026-09-07\|35.36\|-2.21\|36.06\|36.17\|34.90\|353228;2026-09-08\|34.50\|-2.43\|35.88\|36.00\|34.28\|394924;2026-09-09\|35.30\|2.32\|34.50\|35.60\|33.80\|440833;2026-09-10\|35.22\|-0.23\|34.91\|35.39\|34.40\|272960;2026-09-11\|33.61\|-4.57\|33.12\|33.93\|32.01\|399442;2026-09-14\|33.50\|-0.33\|32.63\|34.08\|32.63\|203285;2026-09-15\|33.00\|-1.49\|33.50\|33.66\|32.90\|193802;2026-09-16\|35.27\|6.88\|33.40\|35.85\|32.88\|383712;2026-09-17\|32.83\|-6.92\|34.36\|35.98\|32.50\|520619;2026-09-18\|34.76\|5.88\|34.33\|34.90\|32.85\|458056;2026-09-21\|34.18\|-1.67\|34.75\|35.18\|34.08\|292043;2026-09-22\|33.40\|-2.28\|34.18\|34.35\|33.26\|256409;2026-09-23\|33.78\|1.14\|33.80\|34.26\|33.48\|213666;2026-09-24\|32.12\|-4.91\|32.66\|32.93\|32.04\|259195;2026-09-28\|30.06\|-6.41\|31.01\|31.35\|29.80\|280286;2026-09-29\|31.08\|3.39\|29.51\|31.26\|29.15\|220767;2026-09-30\|30.90\|-0.58\|31.00\|31.36\|30.84\|153395;2026-10-08\|29.58\|-4.27\|29.96\|30.68\|29.19\|186668;2026-10-09\|30.52\|3.18\|29.92\|30.70\|28.92\|330031;2026-10-12\|28.52\|-6.55\|30.98\|31.30\|28.50\|309811;2026-10-13\|29.58\|3.72\|27.76\|29.82\|27.51\|277841;2026-10-14\|28.59\|-3.35\|28.81\|29.31\|28.47\|159356;2026-10-15\|27.05\|-5.39\|27.52\|28.67\|26.92\|231135;2026-10-16\|27.66\|2.26\|27.62\|28.69\|27.06\|266491;2026-10-19\|27.40\|-0.94\|27.36\|27.96\|26.79\|182203;2026-10-20\|27.16\|-0.88\|26.98\|27.30\|26.27\|203178;2026-10-21\|27.28\|0.44\|27.22\|27.86\|27.11\|159434;2026-10-22\|25.81\|-5.39\|27.25\|27.25\|25.62\|188616;2026-10-23\|25.90\|0.35\|24.55\|26.07\|24.33\|247327;2026-10-26\|24.49\|-5.44\|25.60\|25.62\|24.11\|209762;2026-10-27\|23.63\|-3.51\|24.67\|24.94\|23.59\|163617;2026-10-28\|23.70\|0.30\|24.08\|24.40\|23.40\|170954;2026-10-29\|22.84\|-3.63\|23.70\|23.92\|22.84\|185766;2026-10-30\|21.42\|-6.22\|22.00\|22.40\|21.38\|256870;2026-11-02\|21.44\|0.09\|21.36\|21.75\|20.55\|269036;2026-11-03\|21.53\|0.42\|22.06\|22.83\|21.45\|432836;2026-11-04\|23.68\|9.99\|21.67\|23.68\|21.66\|429547;2026-11-05\|26.05\|10.01\|26.05\|26.05\|25.34\|524759;2026-11-06\|26.53\|1.84\|25.00\|27.48\|25.00\|804007
127290		半导体设备+存储芯片+业绩大增行业原因：韩国政府6月29日表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年4月29日机构调研，公司战略重心全面聚焦半导体设备，转塔式测试分选机国内市占率领先，并已推出平移式分选机、探针台、固晶机等完整产品矩阵。 2、据2026年4月28日一季报，公司2026年一季度归母净利润2706.84万元，同比增长89.22%，已超过2025年全年净利润；据2026年4月29日机构调研，半导体设备业务收入占比升至41.61%，成为公司第一大主营业务。 3、据2026年4月17日年报，公司与北美知名存储厂商西部数据合作，为其HAMR技术产能落地配套提供高精度芯片贴合、AOI检测等设备，截至年报披露日在手订单约1472万元，并同步对接其东南亚工厂自动化升级项目。	公司已与北美存储客户建立直接合作，为其提供存储AOI检测设备、高精度芯片贴合设备、磁头测试产线自动化设备等多款产品，并成为该客户对应业务唯一合作供应商	2026-06-29\|79.75\|-9.48\|87.10\|89.37\|75.00\|109760;2026-06-30\|95.70\|20.00\|79.45\|95.70\|79.45\|85825;2026-07-01\|90.47\|-5.46\|99.74\|103.00\|90.00\|134507;2026-07-02\|89.85\|-0.69\|84.18\|98.38\|83.82\|115373;2026-07-03\|82.40\|-8.29\|89.06\|90.99\|82.36\|85494;2026-07-06\|80.20\|-2.67\|83.05\|85.99\|78.00\|71565;2026-07-07\|80.06\|-0.17\|80.17\|81.67\|77.21\|52948;2026-07-08\|85.02\|6.20\|80.19\|91.60\|74.85\|108978;2026-07-09\|102.02\|20.00\|88.05\|102.02\|85.52\|120938;2026-07-10\|118.23\|15.89\|112.14\|122.42\|112.11\|203674;2026-07-13\|102.00\|-13.73\|117.99\|122.09\|100.15\|155169;2026-07-14\|106.50\|4.41\|104.55\|108.50\|96.47\|120182;2026-07-15\|98.59\|-7.43\|108.63\|112.89\|97.03\|91700;2026-07-16\|87.48\|-11.27\|94.72\|98.87\|86.35\|89314;2026-07-17\|76.60\|-12.44\|88.20\|89.00\|76.18\|83788;2026-07-20\|65.78\|-14.13\|80.43\|80.99\|64.17\|104006;2026-07-21\|78.94\|20.01\|67.62\|78.94\|57.18\|122711;2026-07-22\|81.86\|3.70\|80.60\|89.88\|80.00\|152041;2026-07-23\|77.00\|-5.94\|82.01\|83.00\|74.75\|89479;2026-07-24\|77.60\|0.78\|76.30\|81.37\|74.00\|97279;2026-07-27\|77.45\|-0.19\|75.37\|79.85\|73.72\|80305;2026-07-28\|69.17\|-10.69\|73.66\|77.82\|68.24\|91748;2026-07-29\|66.50\|-3.86\|69.05\|71.30\|63.18\|95953;2026-07-30\|60.00\|-9.77\|65.99\|68.00\|59.24\|107189;2026-07-31\|62.40\|4.00\|68.02\|70.87\|62.13\|117349;2026-08-03\|57.38\|-8.04\|61.67\|62.40\|57.00\|98422;2026-08-04\|65.85\|14.76\|58.66\|66.84\|58.66\|98719;2026-08-05\|70.48\|7.03\|64.81\|72.38\|64.76\|99274;2026-08-06\|73.89\|4.84\|68.25\|74.38\|68.25\|88952;2026-08-07\|76.95\|4.14\|73.00\|77.65\|72.98\|79032;2026-08-10\|78.47\|1.98\|77.30\|80.09\|74.00\|94779;2026-08-11\|77.01\|-1.86\|77.52\|79.22\|74.60\|68172;2026-08-12\|81.78\|6.19\|78.00\|85.98\|77.50\|88950;2026-08-13\|78.95\|-3.46\|84.00\|84.17\|78.95\|73221;2026-08-14\|82.92\|5.03\|81.25\|85.00\|80.00\|72773;2026-08-17\|84.09\|1.41\|84.78\|84.78\|81.12\|79321;2026-08-18\|85.00\|1.08\|86.00\|87.20\|83.10\|77175;2026-08-19\|74.37\|-12.51\|81.02\|83.00\|74.15\|89945;2026-08-20\|75.97\|2.15\|77.40\|79.33\|73.86\|64350;2026-08-21\|91.16\|19.99\|76.03\|91.16\|76.01\|127822;2026-08-24\|89.10\|-2.26\|92.00\|94.00\|86.10\|115151;2026-08-25\|88.54\|-0.63\|88.66\|91.29\|83.34\|92023;2026-08-26\|86.98\|-1.76\|89.46\|90.44\|82.50\|85243;2026-08-27\|88.28\|1.49\|87.30\|89.89\|86.02\|102590;2026-08-28\|82.40\|-6.66\|86.50\|88.27\|82.01\|85546;2026-08-31\|85.99\|4.36\|79.95\|86.50\|79.71\|66137;2026-09-01\|80.60\|-6.27\|85.00\|85.98\|80.10\|59573;2026-09-02\|79.68\|-1.14\|79.01\|81.28\|78.60\|45070;2026-09-03\|79.43\|-0.31\|82.94\|83.95\|76.97\|56077;2026-09-04\|75.40\|-5.07\|80.98\|81.00\|74.60\|61554;2026-09-07\|79.75\|5.77\|77.98\|81.66\|76.88\|77969;2026-09-08\|79.40\|-0.44\|79.59\|82.19\|77.08\|60287;2026-09-09\|79.10\|-0.38\|80.14\|81.56\|77.91\|43464;2026-09-10\|79.50\|0.51\|78.39\|80.50\|77.26\|37845;2026-09-11\|76.93\|-3.23\|77.56\|78.45\|74.00\|55182;2026-09-14\|76.22\|-0.92\|75.00\|77.38\|73.28\|45979;2026-09-15\|80.35\|5.42\|75.40\|81.19\|75.40\|62140;2026-09-16\|82.82\|3.07\|80.30\|83.88\|79.30\|52995;2026-09-17\|82.55\|-0.33\|82.78\|83.60\|81.49\|48979;2026-09-18\|85.00\|2.97\|84.00\|85.78\|82.68\|55308;2026-09-21\|84.90\|-0.12\|85.43\|86.70\|83.78\|46288;2026-09-22\|83.56\|-1.58\|86.20\|87.39\|83.10\|43208;2026-09-23\|84.67\|1.33\|83.90\|85.15\|83.06\|38020;2026-09-24\|80.30\|-5.16\|83.97\|83.97\|79.58\|56258;2026-09-28\|74.37\|-7.38\|80.49\|80.99\|73.80\|49299;2026-09-29\|74.99\|0.83\|74.00\|76.00\|73.62\|34772;2026-09-30\|71.51\|-4.64\|75.00\|75.29\|71.30\|33062;2026-10-08\|74.91\|4.75\|72.85\|83.17\|72.85\|86921;2026-10-09\|73.05\|-2.48\|72.55\|74.01\|69.80\|71736;2026-10-12\|71.06\|-2.72\|72.99\|75.58\|70.09\|49782;2026-10-13\|73.01\|2.74\|68.00\|75.08\|66.66\|59840;2026-10-14\|70.10\|-3.99\|73.23\|73.23\|70.01\|32843;2026-10-15\|67.50\|-3.71\|67.09\|68.99\|66.00\|36761;2026-10-16\|68.44\|1.39\|69.99\|71.87\|67.80\|48980;2026-10-19\|67.20\|-1.81\|69.00\|69.80\|63.23\|43240;2026-10-20\|68.52\|1.96\|67.20\|71.43\|65.66\|41287;2026-10-21\|69.58\|1.55\|69.52\|72.03\|68.99\|31922;2026-10-22\|66.79\|-4.01\|70.00\|70.70\|66.19\|39508;2026-10-23\|64.14\|-3.97\|62.29\|64.50\|56.21\|103573;2026-10-26\|58.60\|-8.64\|61.60\|62.37\|58.10\|74171;2026-10-27\|54.31\|-7.32\|60.00\|60.50\|54.05\|58041;2026-10-28\|56.46\|3.96\|55.90\|57.13\|54.00\|67642;2026-10-29\|51.13\|-9.44\|55.00\|55.56\|51.03\|53139;2026-10-30\|47.89\|-6.34\|49.88\|52.49\|47.31\|62262;2026-11-02\|49.45\|3.26\|48.76\|50.64\|46.99\|61637;2026-11-03\|45.55\|-7.89\|48.48\|49.25\|45.02\|54061;2026-11-04\|52.78\|15.87\|45.58\|52.98\|44.50\|87952;2026-11-05\|53.05\|0.51\|50.05\|55.78\|50.05\|82820;2026-11-06\|50.33\|-5.13\|49.00\|52.53\|48.80\|56279
127289	世界机器人大会开幕	人形机器人+真空镀膜+发动机核心零部件+回购注销行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2025年8月23日半年报，公司参股墨现科技5%股权，其柔性压力传感器已应用于普渡全人形机器人PUDU D9的机械手，切入具身智能赛道。 2、据2026年4月3日机构调研，公司收购的亦高光电已切入高端真空镀膜领域，产品覆盖头部手机品牌高端机型及智能汽车车载显示，投资2亿元的超硬镀膜生产线正稳步推进。 3、据2026年4月3日机构调研，公司2025年产品出口比重实现翻倍增长，系成功直供北美整车客户并实现发动机核心零部件稳定量产。 4、据2026年5月29日公告，公司临时股东会审议通过了关于变更已回购股份用途并注销、减少注册资本的议案，拟注销回购股份约568万股，旨在提升每股收益与长期价值。	公司是新能源汽车发动机及变速器核心零部件供应商，参投墨现科技，后者主营压力传感器、机器人电子皮肤等	2026-06-29\|9.03\|-0.33\|8.94\|9.16\|8.68\|63674;2026-06-30\|8.94\|-1.00\|9.00\|9.10\|8.90\|35195;2026-07-01\|9.83\|9.96\|8.97\|9.83\|8.92\|67642;2026-07-02\|9.93\|1.02\|10.03\|10.60\|9.88\|134614;2026-07-03\|10.23\|3.02\|10.02\|10.37\|9.95\|86398;2026-07-06\|10.38\|1.47\|10.32\|10.70\|10.15\|82914;2026-07-07\|9.96\|-4.05\|10.35\|10.54\|9.94\|59488;2026-07-08\|9.70\|-2.61\|9.96\|9.98\|9.68\|44850;2026-07-09\|9.60\|-1.03\|9.50\|9.91\|9.40\|52902;2026-07-10\|9.61\|0.10\|9.60\|9.90\|9.57\|45390;2026-07-13\|9.14\|-4.89\|9.60\|9.61\|9.11\|36751;2026-07-14\|9.46\|3.50\|9.24\|9.53\|9.02\|56681;2026-07-15\|9.48\|0.21\|9.36\|9.62\|9.34\|32164;2026-07-16\|9.48\|0.00\|9.55\|9.67\|9.36\|29166;2026-07-17\|9.08\|-4.22\|9.50\|9.58\|8.99\|40573;2026-07-20\|8.75\|-3.63\|9.06\|9.28\|8.65\|51840;2026-07-21\|8.65\|-1.14\|8.80\|8.80\|8.39\|43905;2026-07-22\|8.55\|-1.16\|8.61\|8.72\|8.49\|23870;2026-07-23\|8.84\|3.39\|8.56\|8.87\|8.45\|29991;2026-07-24\|8.62\|-2.49\|8.84\|8.84\|8.52\|22458;2026-07-27\|8.87\|2.90\|8.70\|8.94\|8.62\|23506;2026-07-28\|8.93\|0.68\|8.77\|9.11\|8.74\|24164;2026-07-29\|9.13\|2.24\|8.89\|9.18\|8.87\|26420;2026-07-30\|9.11\|-0.22\|9.13\|9.30\|9.03\|28819;2026-07-31\|9.24\|1.43\|9.18\|9.27\|9.13\|24697;2026-08-03\|9.48\|2.60\|9.33\|9.48\|9.24\|32577;2026-08-04\|9.37\|-1.16\|9.53\|9.56\|9.33\|30007;2026-08-05\|9.35\|-0.21\|9.39\|9.45\|9.28\|29844;2026-08-06\|9.53\|1.93\|9.38\|9.98\|9.19\|80375;2026-08-07\|10.48\|9.97\|9.45\|10.48\|9.45\|84643;2026-08-10\|11.53\|10.02\|11.00\|11.53\|10.80\|109509;2026-08-11\|12.68\|9.97\|12.68\|12.68\|12.68\|44703;2026-08-12\|13.95\|10.02\|13.95\|13.95\|13.95\|26029;2026-08-13\|15.35\|10.04\|15.35\|15.35\|15.35\|50096;2026-08-14\|13.82\|-9.97\|15.00\|15.00\|13.82\|133687;2026-08-17\|14.22\|2.89\|12.99\|14.88\|12.99\|533369;2026-08-18\|12.84\|-9.70\|13.53\|14.17\|12.80\|444507;2026-08-19\|11.56\|-9.97\|12.38\|12.47\|11.56\|162740;2026-08-20\|10.69\|-7.53\|10.89\|11.03\|10.51\|306621;2026-08-21\|11.76\|10.01\|10.51\|11.76\|10.51\|345272;2026-08-24\|11.02\|-6.29\|11.44\|11.73\|10.88\|285669;2026-08-25\|12.12\|9.98\|10.91\|12.12\|10.91\|415921;2026-08-26\|12.68\|4.62\|12.26\|12.85\|11.95\|441155;2026-08-27\|12.21\|-3.71\|12.42\|12.55\|11.90\|317268;2026-08-28\|11.65\|-4.59\|12.00\|12.15\|11.51\|262970;2026-08-31\|11.61\|-0.34\|11.53\|11.71\|11.30\|159340;2026-09-01\|12.29\|5.86\|11.71\|12.65\|11.45\|324723;2026-09-02\|11.91\|-3.09\|12.03\|12.33\|11.80\|185690;2026-09-03\|11.66\|-2.10\|11.94\|12.08\|11.63\|136501;2026-09-04\|11.45\|-1.80\|11.69\|11.88\|11.37\|131561;2026-09-07\|11.61\|1.40\|11.40\|11.69\|11.35\|86229;2026-09-08\|11.30\|-2.67\|11.53\|11.56\|11.15\|100145;2026-09-09\|11.04\|-2.30\|11.28\|11.28\|11.01\|73952;2026-09-10\|10.83\|-1.90\|11.08\|11.08\|10.80\|64774;2026-09-11\|10.55\|-2.59\|10.87\|10.88\|10.33\|71924;2026-09-14\|10.44\|-1.04\|10.59\|10.65\|10.38\|66429;2026-09-15\|10.14\|-2.87\|10.38\|10.46\|10.12\|62741;2026-09-16\|10.55\|4.04\|10.18\|10.69\|10.00\|103688;2026-09-17\|10.82\|2.56\|10.59\|10.89\|10.42\|135389;2026-09-18\|10.71\|-1.02\|10.90\|10.91\|10.63\|77439;2026-09-21\|11.05\|3.17\|10.68\|11.14\|10.68\|93253;2026-09-22\|11.03\|-0.18\|11.12\|11.18\|10.95\|71542;2026-09-23\|11.03\|0.00\|10.96\|11.17\|10.93\|61504;2026-09-24\|10.91\|-1.09\|11.00\|11.11\|10.88\|42116;2026-09-28\|10.74\|-1.56\|10.96\|10.96\|10.61\|57075;2026-09-29\|10.79\|0.47\|10.72\|10.97\|10.65\|53723;2026-09-30\|10.74\|-0.46\|10.78\|10.94\|10.69\|59965;2026-10-08\|10.37\|-3.45\|10.81\|10.85\|10.29\|59682;2026-10-09\|10.31\|-0.58\|10.41\|10.41\|9.79\|69787;2026-10-12\|10.13\|-1.75\|10.35\|10.36\|10.09\|43529;2026-10-13\|10.03\|-0.99\|10.03\|10.20\|9.77\|61551;2026-10-14\|9.80\|-2.29\|10.07\|10.07\|9.77\|34387;2026-10-15\|9.47\|-3.37\|9.53\|9.65\|9.39\|45633;2026-10-16\|9.70\|2.43\|9.54\|9.96\|9.47\|68955;2026-10-19\|9.68\|-0.21\|9.78\|9.78\|9.36\|58508;2026-10-20\|9.70\|0.21\|9.64\|9.79\|9.58\|33657;2026-10-21\|9.65\|-0.52\|9.77\|9.80\|9.61\|30524;2026-10-22\|9.40\|-2.59\|9.61\|9.77\|9.40\|41149;2026-10-23\|9.64\|2.55\|9.21\|9.65\|8.87\|71333;2026-10-26\|9.75\|1.14\|9.47\|10.22\|9.20\|189527;2026-10-27\|10.73\|10.05\|9.51\|10.73\|9.51\|127848;2026-10-28\|11.30\|5.31\|10.63\|11.80\|10.38\|464630;2026-10-29\|10.17\|-10.00\|10.18\|10.67\|10.17\|237538;2026-10-30\|9.15\|-10.03\|9.57\|9.75\|9.15\|215384;2026-11-02\|9.19\|0.44\|8.84\|9.26\|8.37\|203508;2026-11-03\|8.93\|-2.83\|9.10\|9.30\|8.88\|120835;2026-11-04\|9.00\|0.78\|9.00\|9.10\|8.50\|127842;2026-11-05\|9.29\|3.22\|8.90\|9.36\|8.88\|109238;2026-11-06\|9.13\|-1.72\|9.00\|9.37\|9.00\|77996
127288	广期所碳酸锂主力合约站上15.8万元/吨	锂矿+半年报增长+实控人增持行业原因： 1、美元指数走低驱动大宗商品价格走高，碳酸锂期货早盘涨超2%。 2、正信期货指出，枧下窝矿复产进度不及预期，而需求环比维持增长，去库速度有所加速，强现实延续，预计锂价或震荡偏强运行。公司原因： 1、据2026年8月18日半年报，公司2026年上半年实现归母净利润10.02亿元，同比增长1076.14%；其中锂精矿产品总产量14.61万吨，同比增长108.80%。 2、据2026年8月18日半年报，公司拥有康定甲基卡锂辉石矿134号脉采矿权，平均品位超过1.42%，是国内持续在产的锂辉石大型矿山，具备资源储备和成本竞争优势。 3、据2026年8月21日公告，公司实际控制人之一张长虹于2026年8月19日完成增持计划，增持金额不低于3000万元且不高于6000万元。	国内锂电材料全产业链领军企业；一季度净利润同比增长1296.26%	2026-06-29\|85.09\|2.88\|81.00\|86.90\|77.34\|301631;2026-06-30\|89.40\|5.07\|85.09\|91.81\|83.52\|271228;2026-07-01\|94.16\|5.32\|89.40\|95.73\|85.80\|358518;2026-07-02\|90.35\|-4.05\|93.77\|94.89\|90.00\|231703;2026-07-03\|91.59\|1.62\|93.34\|95.86\|90.10\|289870;2026-07-06\|94.40\|3.07\|89.00\|98.50\|87.80\|305350;2026-07-07\|97.60\|3.39\|97.97\|101.00\|96.10\|341911;2026-07-08\|87.84\|-10.00\|95.76\|96.57\|87.84\|263767;2026-07-09\|79.06\|-10.00\|82.00\|84.00\|79.06\|129508;2026-07-10\|71.15\|-10.01\|74.00\|74.88\|71.15\|369727;2026-07-13\|72.40\|1.76\|72.70\|73.06\|68.74\|310173;2026-07-14\|70.48\|-2.65\|71.01\|72.00\|67.00\|264776;2026-07-15\|66.42\|-5.76\|70.83\|71.92\|66.39\|239572;2026-07-16\|66.99\|0.86\|65.70\|69.06\|63.95\|263107;2026-07-17\|62.30\|-7.00\|66.00\|68.19\|62.04\|230520;2026-07-20\|56.07\|-10.00\|62.64\|62.69\|56.07\|273587;2026-07-21\|58.23\|3.85\|56.19\|58.48\|53.65\|250081;2026-07-22\|60.40\|3.73\|57.89\|61.40\|57.79\|229270;2026-07-23\|64.30\|6.46\|61.27\|65.60\|60.74\|283139;2026-07-24\|61.41\|-4.49\|62.86\|64.27\|61.38\|190400;2026-07-27\|65.33\|6.38\|63.00\|65.60\|61.68\|192637;2026-07-28\|64.30\|-1.58\|64.80\|67.99\|63.50\|183275;2026-07-29\|65.54\|1.93\|64.50\|66.78\|61.50\|214294;2026-07-30\|62.77\|-4.23\|65.13\|65.45\|62.53\|157041;2026-07-31\|61.52\|-1.99\|63.02\|64.46\|61.52\|162197;2026-08-03\|61.69\|0.28\|61.23\|62.75\|59.53\|113068;2026-08-04\|64.21\|4.08\|61.70\|64.49\|61.48\|128131;2026-08-05\|67.56\|5.22\|64.69\|67.63\|63.60\|149680;2026-08-06\|66.95\|-0.90\|67.38\|68.40\|65.91\|151208;2026-08-07\|69.49\|3.79\|67.85\|71.08\|65.91\|217297;2026-08-10\|70.24\|1.08\|70.70\|71.86\|69.20\|202012;2026-08-11\|69.05\|-1.69\|70.02\|70.95\|69.00\|143853;2026-08-12\|70.21\|1.68\|70.36\|72.36\|69.94\|167714;2026-08-13\|70.95\|1.05\|70.15\|72.18\|69.45\|161297;2026-08-14\|73.35\|3.38\|72.19\|75.19\|71.70\|174978;2026-08-17\|74.03\|0.93\|74.00\|74.62\|72.30\|151944;2026-08-18\|70.62\|-4.61\|73.50\|74.20\|69.66\|281450;2026-08-19\|67.14\|-4.93\|69.00\|70.18\|66.85\|172444;2026-08-20\|65.92\|-1.82\|67.91\|68.13\|65.57\|136358;2026-08-21\|72.51\|10.00\|65.92\|72.51\|65.33\|278713;2026-08-24\|76.85\|5.99\|77.02\|79.76\|76.00\|497577;2026-08-25\|72.15\|-6.12\|75.20\|75.88\|71.63\|340005;2026-08-26\|72.17\|0.03\|71.82\|74.62\|71.10\|261166;2026-08-27\|73.69\|2.11\|71.98\|74.19\|70.63\|246502;2026-08-28\|74.43\|1.00\|74.73\|75.84\|72.42\|262491;2026-08-31\|73.98\|-0.60\|75.63\|75.80\|73.01\|189329;2026-09-01\|71.69\|-3.10\|73.99\|75.30\|71.50\|171475;2026-09-02\|69.25\|-3.40\|71.32\|71.60\|68.00\|168444;2026-09-03\|69.03\|-0.32\|70.05\|70.60\|68.88\|109211;2026-09-04\|65.43\|-5.22\|68.88\|69.42\|65.01\|149738;2026-09-07\|64.89\|-0.83\|65.38\|65.50\|64.05\|107039;2026-09-08\|64.86\|-0.05\|65.60\|66.60\|64.52\|124279;2026-09-09\|65.46\|0.93\|64.84\|65.97\|64.64\|110428;2026-09-10\|64.12\|-2.05\|65.00\|65.40\|63.76\|84106;2026-09-11\|60.94\|-4.96\|62.48\|62.49\|59.42\|155018;2026-09-14\|60.73\|-0.34\|60.30\|61.37\|59.66\|72367;2026-09-15\|59.46\|-2.09\|59.51\|60.37\|59.30\|78668;2026-09-16\|59.78\|0.54\|59.29\|60.32\|57.77\|116710;2026-09-17\|60.94\|1.94\|60.15\|61.10\|59.43\|136941;2026-09-18\|60.79\|-0.25\|61.88\|61.90\|59.97\|124988;2026-09-21\|62.28\|2.45\|61.05\|63.25\|60.79\|145715;2026-09-22\|62.69\|0.66\|61.95\|63.40\|61.70\|108201;2026-09-23\|60.83\|-2.97\|62.70\|62.75\|60.69\|91408;2026-09-24\|58.75\|-3.42\|60.79\|60.83\|58.60\|75271;2026-09-28\|56.09\|-4.53\|58.12\|58.16\|55.70\|85831;2026-09-29\|56.97\|1.57\|56.56\|57.73\|56.10\|92158;2026-09-30\|56.40\|-1.00\|57.00\|57.49\|56.28\|69563;2026-10-08\|57.22\|1.45\|56.80\|59.39\|56.22\|114026;2026-10-09\|57.25\|0.05\|57.21\|58.64\|55.39\|156787;2026-10-12\|53.25\|-6.99\|54.01\|56.64\|53.24\|153304;2026-10-13\|52.28\|-1.82\|52.10\|53.25\|50.44\|135240;2026-10-14\|50.86\|-2.72\|52.00\|52.71\|50.66\|82302;2026-10-15\|48.74\|-4.17\|49.00\|49.75\|48.54\|88515;2026-10-16\|47.80\|-1.93\|49.66\|49.71\|47.50\|88596;2026-10-19\|47.54\|-0.54\|47.77\|47.90\|46.70\|82170;2026-10-20\|47.96\|0.88\|47.21\|48.53\|46.77\|69825;2026-10-21\|46.62\|-2.79\|48.01\|48.15\|46.33\|83354;2026-10-22\|44.82\|-3.86\|46.60\|46.82\|44.70\|80586;2026-10-23\|46.25\|3.19\|43.52\|46.40\|42.60\|125625;2026-10-26\|45.35\|-1.95\|45.66\|46.24\|44.50\|80809;2026-10-27\|44.40\|-2.09\|46.37\|46.62\|44.36\|100309;2026-10-28\|46.78\|5.36\|45.90\|47.82\|45.10\|165961;2026-10-29\|44.94\|-3.93\|46.63\|46.68\|44.94\|119722;2026-10-30\|44.50\|-0.98\|43.96\|46.56\|43.61\|110429;2026-11-02\|44.97\|1.06\|44.71\|45.40\|43.76\|104267;2026-11-03\|45.65\|1.51\|44.55\|47.40\|44.43\|151921;2026-11-04\|47.30\|3.61\|46.13\|47.52\|44.87\|167762;2026-11-05\|50.28\|6.30\|47.60\|52.03\|47.55\|277914;2026-11-06\|51.93\|3.28\|49.47\|52.76\|49.01\|301025
127287	现货黄金涨破4500美元关口	半年报增长+白银+湖南国资行业原因： 1、美国财政部宣布将较长期限国债回购操作规模至少提高一倍，推动美债收益率与美元指数大幅走低，国际金价突破每盎司4500美元。 2、美国7月CPI与PPI数据同步降温，通胀增速全面放缓强化了市场对加息预期回落的判断，为贵金属价格反弹提供了宏观支撑。公司原因： 1、据2026年8月21日半年报，公司2026年上半年实现归母净利润1.68亿元，同比增长170.34%；营业收入87.19亿元，同比增长92.54%，主要受益于有色金属及贵金属价格上涨及部分产品产销量增加。 2、据2026年8月18日债券募集说明书，公司主营业务为白银、电解铅、黄金等有色金属及贵金属产品的冶炼和销售，白银为最核心业务板块，生产的“金贵”牌银锭为LBMA和上海期货交易所双合格交割品牌。 3、据2026年8月21日半年报，公司控股股东为湖南省矿产资源集团有限责任公司，实控人为湖南省人民政府国有资产监督管理委员会，属于省属国有控股上市公司。	公司主营业务以白银冶炼和深加工为主，并综合回收黄金等有价金属	2026-06-29\|8.05\|-0.12\|7.99\|8.17\|7.90\|853858;2026-06-30\|8.09\|0.50\|7.90\|8.10\|7.84\|734550;2026-07-01\|8.12\|0.37\|8.07\|8.25\|7.95\|794700;2026-07-02\|8.20\|0.99\|8.22\|8.44\|8.10\|1303785;2026-07-03\|8.44\|2.93\|8.50\|8.69\|8.35\|1891325;2026-07-06\|8.61\|2.01\|8.41\|9.28\|8.31\|2725117;2026-07-07\|7.78\|-9.64\|8.18\|8.20\|7.77\|2021500;2026-07-08\|7.76\|-0.26\|7.86\|8.03\|7.68\|1336109;2026-07-09\|7.81\|0.64\|7.57\|7.84\|7.38\|1266309;2026-07-10\|7.93\|1.54\|7.91\|8.14\|7.70\|1195933;2026-07-13\|7.36\|-7.19\|7.72\|7.72\|7.35\|912777;2026-07-14\|7.65\|3.94\|7.25\|7.67\|7.13\|916880;2026-07-15\|7.45\|-2.61\|7.65\|7.72\|7.38\|823765;2026-07-16\|7.31\|-1.88\|7.30\|7.51\|7.23\|694343;2026-07-17\|6.91\|-5.47\|7.27\|7.27\|6.83\|1001504;2026-07-20\|6.86\|-0.72\|6.92\|7.10\|6.71\|1067807;2026-07-21\|7.33\|6.85\|6.92\|7.34\|6.73\|1567252;2026-07-22\|7.49\|2.18\|7.41\|7.77\|7.41\|1776070;2026-07-23\|7.78\|3.87\|7.58\|7.93\|7.50\|1763897;2026-07-24\|7.21\|-7.33\|7.18\|7.45\|7.16\|1339131;2026-07-27\|7.69\|6.66\|7.46\|7.70\|7.38\|1570928;2026-07-28\|7.55\|-1.82\|7.46\|7.69\|7.40\|1039284;2026-07-29\|7.80\|3.31\|7.50\|7.90\|7.45\|1309377;2026-07-30\|7.67\|-1.67\|7.90\|8.03\|7.60\|1293767;2026-07-31\|7.99\|4.17\|7.73\|8.09\|7.70\|1783969;2026-08-03\|8.04\|0.63\|7.98\|8.07\|7.75\|1168656;2026-08-04\|8.21\|2.11\|8.04\|8.23\|8.01\|971342;2026-08-05\|8.77\|6.82\|8.35\|8.78\|8.18\|1623269;2026-08-06\|8.62\|-1.71\|9.00\|9.18\|8.48\|2782961;2026-08-07\|9.09\|5.45\|8.53\|9.10\|8.42\|2264524;2026-08-10\|9.40\|3.41\|9.02\|9.55\|8.90\|3100823;2026-08-11\|9.59\|2.02\|9.67\|10.34\|9.58\|4795578;2026-08-12\|9.78\|1.98\|9.63\|9.78\|9.31\|3211907;2026-08-13\|9.06\|-7.36\|9.69\|9.88\|9.06\|3003318;2026-08-14\|8.90\|-1.77\|8.86\|9.00\|8.62\|1813748;2026-08-17\|9.49\|6.63\|9.28\|9.50\|9.26\|2329891;2026-08-18\|9.43\|-0.63\|9.60\|9.66\|9.27\|1592886;2026-08-19\|9.10\|-3.50\|8.91\|9.34\|8.91\|1325340;2026-08-20\|9.47\|4.07\|9.60\|9.95\|9.28\|2555912;2026-08-21\|10.42\|10.03\|9.65\|10.42\|9.40\|4248317;2026-08-24\|11.46\|9.98\|11.04\|11.46\|10.80\|5882719;2026-08-25\|10.77\|-6.02\|11.55\|11.70\|10.51\|4744843;2026-08-26\|11.32\|5.11\|10.99\|11.82\|10.54\|4765828;2026-08-27\|11.60\|2.47\|11.39\|12.10\|11.17\|4550861;2026-08-28\|11.65\|0.43\|11.61\|12.00\|11.18\|4008090;2026-08-31\|10.84\|-6.95\|10.50\|10.86\|10.49\|3269174;2026-09-01\|10.85\|0.09\|10.85\|11.07\|10.73\|2047653;2026-09-02\|10.75\|-0.92\|10.29\|10.84\|10.06\|2640728;2026-09-03\|11.59\|7.81\|11.00\|11.70\|10.92\|3516114;2026-09-04\|11.22\|-3.19\|11.66\|11.68\|11.14\|2466116;2026-09-07\|10.70\|-4.63\|10.95\|11.00\|10.67\|1800222;2026-09-08\|10.61\|-0.84\|10.86\|11.04\|10.57\|1806968;2026-09-09\|10.80\|1.79\|10.57\|10.82\|10.36\|2144169;2026-09-10\|10.48\|-2.96\|10.54\|10.74\|10.35\|1513009;2026-09-11\|9.97\|-4.87\|9.91\|10.07\|9.53\|2016733;2026-09-14\|9.88\|-0.90\|9.80\|10.07\|9.73\|1058996;2026-09-15\|9.76\|-1.21\|9.89\|9.95\|9.73\|796855;2026-09-16\|10.13\|3.79\|9.84\|10.19\|9.69\|1286102;2026-09-17\|9.54\|-5.82\|10.00\|10.04\|9.37\|1961475;2026-09-18\|9.85\|3.25\|9.86\|9.90\|9.54\|1679448;2026-09-21\|9.72\|-1.32\|9.99\|9.99\|9.67\|1140407;2026-09-22\|9.62\|-1.03\|9.71\|9.79\|9.58\|1180323;2026-09-23\|9.56\|-0.62\|9.70\|9.78\|9.53\|864551;2026-09-24\|9.09\|-4.92\|9.37\|9.37\|9.06\|1271710;2026-09-28\|8.53\|-6.16\|8.83\|8.85\|8.45\|1151013;2026-09-29\|8.73\|2.34\|8.52\|8.80\|8.35\|929504;2026-09-30\|8.77\|0.46\|8.71\|8.83\|8.67\|602668;2026-10-08\|8.60\|-1.94\|8.50\|8.78\|8.50\|685233;2026-10-09\|8.89\|3.37\|8.70\|8.95\|8.47\|1406506;2026-10-12\|8.37\|-5.85\|8.96\|9.00\|8.36\|1299310;2026-10-13\|8.50\|1.55\|8.13\|8.59\|8.02\|1003337;2026-10-14\|8.25\|-2.94\|8.30\|8.49\|8.23\|658030;2026-10-15\|7.94\|-3.76\|7.92\|8.20\|7.91\|915193;2026-10-16\|8.06\|1.51\|8.10\|8.29\|7.99\|1014769;2026-10-19\|8.10\|0.50\|8.02\|8.18\|7.92\|761448;2026-10-20\|8.06\|-0.49\|7.91\|8.08\|7.80\|692269;2026-10-21\|8.10\|0.50\|8.07\|8.19\|8.06\|606678;2026-10-22\|7.78\|-3.95\|8.06\|8.10\|7.73\|684527;2026-10-23\|7.77\|-0.13\|7.47\|7.79\|7.30\|1006461;2026-10-26\|7.51\|-3.35\|7.64\|7.70\|7.37\|745451;2026-10-27\|7.36\|-2.00\|7.56\|7.66\|7.35\|656429;2026-10-28\|7.35\|-0.14\|7.48\|7.52\|7.28\|686941;2026-10-29\|7.13\|-2.99\|7.34\|7.42\|7.11\|674408;2026-10-30\|6.87\|-3.65\|6.88\|7.14\|6.84\|871818;2026-11-02\|6.96\|1.31\|6.81\|6.98\|6.66\|999355;2026-11-03\|6.91\|-0.72\|7.10\|7.23\|6.86\|1299089;2026-11-04\|7.60\|9.99\|6.98\|7.60\|6.86\|2127812;2026-11-05\|7.90\|3.95\|8.00\|8.10\|7.68\|2352984;2026-11-06\|7.53\|-4.68\|7.50\|7.83\|7.47\|1419349
127286	海力士发布CPO技术路线图	Micro LED+光耦+先进光电封装+广东国资 1、据2026年7月6日投资者关系活动记录表，公司有基于AM驱动玻璃基Mini和MicroLED显示的相关技术储备，研发的1.84英寸Micro LED全彩显示屏nStarⅢ，采用LTPS-TFT玻璃基驱动背板技术。 2、据2026年7月6日投资者关系活动记录表，光耦是公司重点培育的战略型产品，核心产品通过UL、VDE、CQC等认证，已稳定量产并进入工控、储能、新能源汽车等供应链。 3、据2026年5月20日互动易，公司高度关注 Micro LED CPO 等前沿技术发展趋势，前期已开展了 Micro LED阵列与CMOS集成工艺开发等技术预研与布局，自联合创新中心成立以来，双方在智能穿戴、车载LED领域等方面持续推进合作深化。 4、据2026年7月6日投资者关系活动记录表，公司拥有LED外延芯片、先进光电封装的垂直产业链体系，在Micro LED光互连赛道具备丰富的技术储备与产业基础。 5、据2025年年度报告，公司最终控制人为广东省人民政府，属于国有企业。	公司光耦器件已实现量产并对外销售，高度关注MicroLED CPO等前沿技术发展趋势，前期已开展了MicroLED阵列与CMOS集成工艺开发等技术预研与布局	2026-06-29\|7.35\|-3.67\|7.56\|7.79\|7.21\|269879;2026-06-30\|7.75\|5.44\|7.32\|7.80\|7.30\|252551;2026-07-01\|7.76\|0.13\|7.73\|7.84\|7.58\|187389;2026-07-02\|7.67\|-1.16\|7.73\|7.92\|7.53\|177973;2026-07-03\|7.51\|-2.09\|7.66\|7.70\|7.47\|181885;2026-07-06\|7.23\|-3.73\|7.51\|7.54\|7.21\|189090;2026-07-07\|6.99\|-3.32\|7.21\|7.22\|6.93\|167458;2026-07-08\|6.77\|-3.15\|6.95\|6.99\|6.72\|121769;2026-07-09\|6.83\|0.89\|6.77\|6.86\|6.52\|144935;2026-07-10\|6.84\|0.15\|6.81\|6.98\|6.80\|122171;2026-07-13\|6.36\|-7.02\|6.78\|6.78\|6.36\|149377;2026-07-14\|6.42\|0.94\|6.36\|6.43\|6.24\|91856;2026-07-15\|6.40\|-0.31\|6.33\|6.47\|6.27\|83523;2026-07-16\|6.38\|-0.31\|6.35\|6.45\|6.28\|77909;2026-07-17\|6.13\|-3.92\|6.38\|6.42\|6.10\|123797;2026-07-20\|5.99\|-2.28\|6.17\|6.24\|5.91\|117038;2026-07-21\|6.12\|2.17\|6.00\|6.13\|5.80\|109940;2026-07-22\|5.92\|-3.27\|6.08\|6.11\|5.90\|93515;2026-07-23\|6.05\|2.20\|5.97\|6.06\|5.90\|81721;2026-07-24\|5.90\|-2.48\|5.96\|6.02\|5.89\|64753;2026-07-27\|6.05\|2.54\|5.88\|6.06\|5.87\|68269;2026-07-28\|6.12\|1.16\|5.97\|6.15\|5.95\|79956;2026-07-29\|6.26\|2.29\|6.15\|6.27\|6.10\|87784;2026-07-30\|6.16\|-1.60\|6.19\|6.28\|6.13\|80705;2026-07-31\|6.26\|1.62\|6.26\|6.30\|6.24\|89242;2026-08-03\|6.39\|2.08\|6.26\|6.40\|6.21\|76526;2026-08-04\|6.40\|0.16\|6.42\|6.44\|6.36\|75851;2026-08-05\|6.42\|0.31\|6.38\|6.47\|6.37\|84840;2026-08-06\|6.42\|0.00\|6.39\|6.43\|6.30\|87008;2026-08-07\|6.37\|-0.78\|6.42\|6.45\|6.31\|62864;2026-08-10\|6.46\|1.41\|6.39\|6.48\|6.30\|93580;2026-08-11\|6.40\|-0.93\|6.46\|6.46\|6.36\|54696;2026-08-12\|6.46\|0.94\|6.38\|6.47\|6.37\|55594;2026-08-13\|6.42\|-0.62\|6.48\|6.54\|6.41\|98046;2026-08-14\|6.47\|0.78\|6.47\|6.52\|6.41\|71392;2026-08-17\|6.59\|1.85\|6.48\|6.59\|6.44\|82273;2026-08-18\|6.50\|-1.37\|6.60\|6.63\|6.44\|86268;2026-08-19\|6.27\|-3.54\|6.43\|6.46\|6.27\|90674;2026-08-20\|6.43\|2.55\|6.38\|6.43\|6.28\|71104;2026-08-21\|7.07\|9.95\|6.40\|7.07\|6.30\|440476;2026-08-24\|6.51\|-7.92\|6.75\|6.79\|6.47\|454715;2026-08-25\|6.61\|1.54\|6.49\|6.63\|6.40\|209288;2026-08-26\|6.61\|0.00\|6.58\|6.69\|6.55\|166619;2026-08-27\|6.62\|0.15\|6.60\|6.62\|6.56\|147608;2026-08-28\|6.63\|0.15\|6.60\|6.65\|6.57\|133621;2026-08-31\|6.66\|0.45\|6.53\|6.67\|6.51\|116579;2026-09-01\|6.72\|0.90\|6.65\|6.74\|6.60\|135220;2026-09-02\|6.71\|-0.15\|6.66\|6.73\|6.64\|96635;2026-09-03\|6.59\|-1.79\|6.71\|6.75\|6.51\|119749;2026-09-04\|6.53\|-0.91\|6.62\|6.67\|6.50\|103520;2026-09-07\|6.58\|0.77\|6.53\|6.60\|6.50\|79927;2026-09-08\|6.63\|0.76\|6.60\|6.64\|6.54\|78084;2026-09-09\|6.57\|-0.91\|6.61\|6.65\|6.53\|77412;2026-09-10\|6.44\|-1.98\|6.55\|6.56\|6.43\|90976;2026-09-11\|6.41\|-0.47\|6.40\|6.45\|6.29\|105430;2026-09-14\|6.50\|1.40\|6.40\|6.54\|6.38\|74025;2026-09-15\|6.36\|-2.15\|6.47\|6.52\|6.36\|65265;2026-09-16\|6.50\|2.20\|6.33\|6.52\|6.33\|69924;2026-09-17\|6.49\|-0.15\|6.45\|6.55\|6.44\|68220;2026-09-18\|6.56\|1.08\|6.52\|6.56\|6.51\|87897;2026-09-21\|6.72\|2.44\|6.56\|6.75\|6.56\|136490;2026-09-22\|6.67\|-0.74\|6.72\|6.76\|6.60\|117707;2026-09-23\|6.69\|0.30\|6.64\|6.72\|6.62\|85845;2026-09-24\|6.59\|-1.49\|6.70\|6.70\|6.59\|60439;2026-09-28\|6.47\|-1.82\|6.58\|6.66\|6.40\|83008;2026-09-29\|6.53\|0.93\|6.44\|6.57\|6.44\|58946;2026-09-30\|6.55\|0.31\|6.55\|6.73\|6.52\|79188;2026-10-08\|6.45\|-1.53\|6.49\|6.66\|6.39\|74550;2026-10-09\|6.43\|-0.31\|6.40\|6.44\|6.19\|100714;2026-10-12\|6.37\|-0.93\|6.39\|6.46\|6.34\|47390;2026-10-13\|6.42\|0.78\|6.30\|6.46\|6.19\|76288;2026-10-14\|6.28\|-2.18\|6.40\|6.42\|6.28\|39620;2026-10-15\|6.17\|-1.75\|6.16\|6.35\|6.12\|101923;2026-10-16\|6.21\|0.65\|6.24\|6.33\|6.17\|67541;2026-10-19\|6.18\|-0.48\|6.22\|6.24\|6.10\|56158;2026-10-20\|6.39\|3.40\|6.16\|6.40\|6.14\|100554;2026-10-21\|6.48\|1.41\|6.39\|6.60\|6.36\|93763;2026-10-22\|6.43\|-0.77\|6.48\|6.53\|6.41\|70965;2026-10-23\|6.61\|2.80\|6.36\|6.63\|6.17\|154840;2026-10-26\|6.32\|-4.39\|6.44\|6.49\|6.24\|149466;2026-10-27\|6.09\|-3.64\|6.36\|6.42\|6.09\|111161;2026-10-28\|6.12\|0.49\|6.10\|6.21\|6.08\|77949;2026-10-29\|5.85\|-4.41\|6.08\|6.12\|5.85\|101616;2026-10-30\|5.65\|-3.42\|5.80\|5.93\|5.64\|109785;2026-11-02\|5.79\|2.48\|5.69\|5.83\|5.57\|74222;2026-11-03\|5.85\|1.04\|5.74\|5.97\|5.71\|74456;2026-11-04\|5.92\|1.20\|5.88\|5.94\|5.79\|77137;2026-11-05\|6.04\|2.03\|5.92\|6.06\|5.88\|75453;2026-11-06\|6.00\|-0.66\|5.91\|6.06\|5.85\|55472
127285	海力士发布CPO技术路线图	光通信陶瓷外壳+SiC功率器件+央企行业原因： 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2026年6月10日互动易，2026年一季度受益AI算力、高端光通信行业高景气，光模块用陶瓷外壳、陶瓷基板订单大幅放量，产能利用率维持高位，电子陶瓷板块实现营收和利润同比大幅增长，是公司当期业绩增长的核心支撑板块之一；据2026年一季报，公司营收10.99亿元，同比增长79.05%，归母净利润1.93亿元，同比增长57.32%。 2、据2026年6月2日及5月27日互动易，公司已成为国内规模最大的高端电子陶瓷外壳制造商，光模块封装用陶瓷外壳和基板市占率处于全球头部地位，目前在手订单充足。 3、据2026年6月10日互动易，子公司国联万众是国内较早开展SiC功率半导体研究生产的单位之一，碳化硅MOSFET已在头部车企量产应用；博威公司重点布局5G-A/6G、卫星通信等射频芯片与器件。 4、据2026年6月11日互动易，收购雄安太芯100%股权资产交割工作正按计划有序进行。 5、据2025年年报，公司控股股东为中国电子科技集团公司第十三研究所，最终控制人为国务院国有资产监督管理委员会。	公司为电子陶瓷龙头，上半年高端光模块外壳和基板逐步实现放量，目前公司已可以设计开发1.6T光通信器件外壳和基板，与国外同类产品技术水平相当。	2026-06-29\|170.35\|-6.96\|182.81\|188.89\|165.07\|166317;2026-06-30\|180.30\|5.84\|169.56\|182.80\|164.80\|113825;2026-07-01\|172.78\|-4.17\|180.32\|181.20\|171.38\|100173;2026-07-02\|159.40\|-7.74\|165.00\|167.98\|158.21\|104207;2026-07-03\|156.98\|-1.52\|161.00\|162.99\|154.01\|76824;2026-07-06\|151.29\|-3.62\|159.01\|161.05\|145.98\|77305;2026-07-07\|147.48\|-2.52\|150.46\|153.33\|144.37\|70825;2026-07-08\|141.94\|-3.76\|148.31\|149.90\|138.80\|75939;2026-07-09\|150.50\|6.03\|144.79\|150.61\|138.56\|105449;2026-07-10\|142.04\|-5.62\|152.01\|155.76\|141.50\|103588;2026-07-13\|131.40\|-7.49\|139.45\|143.50\|131.02\|92437;2026-07-14\|138.02\|5.04\|133.08\|138.80\|128.29\|89530;2026-07-15\|129.10\|-6.46\|139.12\|142.44\|128.60\|73036;2026-07-16\|119.20\|-7.67\|125.76\|128.31\|117.94\|106852;2026-07-17\|107.28\|-10.00\|118.70\|119.19\|107.28\|96575;2026-07-20\|100.00\|-6.79\|113.00\|115.00\|97.08\|133341;2026-07-21\|110.00\|10.00\|103.30\|110.00\|90.00\|148353;2026-07-22\|108.56\|-1.31\|109.99\|113.34\|107.38\|132045;2026-07-23\|107.59\|-0.89\|109.86\|112.48\|106.50\|87794;2026-07-24\|106.00\|-1.48\|106.00\|109.23\|103.00\|68386;2026-07-27\|108.51\|2.37\|105.02\|108.56\|102.81\|90408;2026-07-28\|100.28\|-7.58\|106.00\|109.36\|99.45\|102942;2026-07-29\|98.55\|-1.73\|100.45\|102.51\|93.66\|100703;2026-07-30\|91.10\|-7.56\|97.93\|98.42\|89.09\|100037;2026-07-31\|94.70\|3.95\|100.21\|100.21\|94.50\|113275;2026-08-03\|91.18\|-3.72\|93.38\|94.37\|90.07\|83593;2026-08-04\|100.30\|10.00\|93.00\|100.30\|91.86\|119145;2026-08-05\|108.63\|8.31\|98.67\|109.83\|97.78\|141552;2026-08-06\|111.76\|2.88\|106.95\|113.88\|105.58\|111623;2026-08-07\|115.86\|3.67\|113.71\|117.00\|110.52\|105073;2026-08-10\|112.74\|-2.69\|117.00\|117.83\|109.46\|113610;2026-08-11\|117.64\|4.35\|112.32\|124.01\|110.67\|164222;2026-08-12\|119.39\|1.49\|119.00\|121.65\|115.50\|109197;2026-08-13\|118.25\|-0.95\|121.95\|124.80\|118.00\|103764;2026-08-14\|130.08\|10.00\|120.20\|130.08\|118.66\|130754;2026-08-17\|143.09\|10.00\|135.29\|143.09\|133.14\|172019;2026-08-18\|143.61\|0.36\|147.09\|150.00\|141.37\|186817;2026-08-19\|129.25\|-10.00\|139.65\|141.28\|129.25\|165266;2026-08-20\|129.13\|-0.09\|133.00\|134.50\|127.82\|128860;2026-08-21\|142.04\|10.00\|128.19\|142.04\|126.11\|161179;2026-08-24\|134.60\|-5.24\|143.36\|145.00\|131.00\|168449;2026-08-25\|128.00\|-4.90\|128.01\|131.89\|124.95\|115626;2026-08-26\|126.92\|-0.84\|128.61\|131.45\|123.83\|109452;2026-08-27\|131.35\|3.49\|129.19\|133.38\|126.40\|120517;2026-08-28\|126.65\|-3.58\|130.05\|133.20\|126.60\|101704;2026-08-31\|127.49\|0.66\|122.88\|128.00\|122.64\|87606;2026-09-01\|122.18\|-4.17\|127.08\|127.65\|120.60\|95298;2026-09-02\|118.92\|-2.67\|119.50\|121.30\|117.50\|76728;2026-09-03\|120.39\|1.24\|119.52\|120.94\|117.20\|70677;2026-09-04\|113.78\|-5.49\|120.65\|121.49\|112.40\|100518;2026-09-07\|120.72\|6.10\|115.37\|121.85\|115.00\|92667;2026-09-08\|118.75\|-1.63\|120.18\|121.00\|116.88\|72182;2026-09-09\|120.60\|1.56\|122.00\|124.95\|118.01\|124149;2026-09-10\|120.12\|-0.40\|118.00\|125.55\|116.66\|100441;2026-09-11\|118.06\|-1.72\|117.00\|119.91\|113.00\|91740;2026-09-14\|122.88\|4.08\|115.26\|125.18\|113.69\|113185;2026-09-15\|125.20\|1.89\|122.91\|129.43\|122.45\|108796;2026-09-16\|137.72\|10.00\|127.00\|137.72\|126.01\|61141;2026-09-17\|137.40\|-0.23\|137.70\|143.42\|136.49\|218697;2026-09-18\|135.50\|-1.38\|139.02\|139.90\|134.60\|162021;2026-09-21\|136.95\|1.07\|136.67\|139.48\|135.85\|121623;2026-09-22\|133.66\|-2.40\|138.58\|139.15\|132.97\|112415;2026-09-23\|134.60\|0.70\|133.59\|136.70\|131.37\|83965;2026-09-24\|129.35\|-3.90\|134.59\|136.23\|129.28\|82210;2026-09-28\|116.99\|-9.56\|129.28\|129.28\|116.42\|103034;2026-09-29\|118.57\|1.35\|117.12\|119.98\|115.71\|65403;2026-09-30\|118.84\|0.23\|119.59\|122.50\|117.06\|60943;2026-10-08\|110.64\|-6.90\|118.89\|120.16\|108.77\|90035;2026-10-09\|109.99\|-0.59\|109.13\|110.69\|101.18\|94342;2026-10-12\|106.94\|-2.77\|109.01\|110.80\|105.83\|55546;2026-10-13\|109.72\|2.60\|102.78\|111.50\|101.50\|79680;2026-10-14\|107.67\|-1.87\|109.41\|112.13\|107.00\|60105;2026-10-15\|102.52\|-4.78\|103.22\|105.19\|100.22\|79575;2026-10-16\|101.00\|-1.48\|104.56\|105.20\|99.90\|61583;2026-10-19\|98.94\|-2.04\|100.00\|100.99\|95.00\|51665;2026-10-20\|100.19\|1.45\|98.53\|102.50\|97.35\|44776;2026-10-21\|100.83\|0.64\|101.25\|104.42\|100.20\|46400;2026-10-22\|95.93\|-4.86\|100.88\|101.70\|95.00\|54335;2026-10-23\|96.15\|0.23\|93.00\|96.68\|87.06\|82135;2026-10-26\|95.00\|-1.20\|94.23\|96.30\|89.78\|85508;2026-10-27\|90.01\|-5.25\|96.61\|97.69\|90.00\|49703;2026-10-28\|93.06\|3.39\|92.22\|94.38\|90.02\|52081;2026-10-29\|86.61\|-6.93\|92.30\|92.58\|86.50\|69531;2026-10-30\|80.30\|-7.29\|83.23\|86.00\|80.20\|63436;2026-11-02\|85.13\|6.01\|83.89\|86.76\|82.56\|88092;2026-11-03\|79.55\|-6.55\|83.50\|84.20\|79.00\|69459;2026-11-04\|86.82\|9.14\|80.00\|87.50\|77.58\|96622;2026-11-05\|86.71\|-0.13\|84.98\|89.98\|84.45\|79940;2026-11-06\|83.04\|-4.23\|80.00\|84.42\|79.94\|65742
127284		定增收购钨钽资产+磁选设备+江西国资公司原因： 1、据2026年2月12日公告，公司拟向特定对象发行股票募资18.82亿元，用于收购江西江钨硬质合金有限公司、赣州华茂钨材料有限公司、九江有色金属冶炼有限公司各100%股权，交易完成后将新增钨制品及钽铌制品业务，实现钨产业链及钽铌产业链资源整合。 2、据2026年2月12日公告，公司目前主营磁选装备，是国内立环脉动高梯度磁选技术方案解决供应商，交易完成后产品品类将大幅拓宽。 3、据2026年2月12日公告，公司控股股东江西钨业控股集团有限公司由江西省国资委实际控制。	公司拟定增募资不超过19亿元，用于收购控股股东旗下江钨硬质合金、华茂钨材料及九江有色金属冶炼三家公司100%股权，拟注入钨制品及钽铌制品领域优质资产	2026-06-29\|27.50\|5.61\|26.49\|28.64\|26.48\|1164706;2026-06-30\|27.23\|-0.98\|28.13\|29.49\|26.62\|1208837;2026-07-01\|29.95\|9.99\|27.40\|29.95\|27.40\|416111;2026-07-02\|28.50\|-4.84\|29.48\|31.79\|28.50\|1414765;2026-07-03\|25.65\|-10.00\|27.88\|28.49\|25.65\|1431500;2026-07-06\|23.09\|-9.98\|25.00\|26.03\|23.09\|887985;2026-07-07\|20.78\|-10.00\|22.50\|22.61\|20.78\|957633;2026-07-08\|19.14\|-7.89\|20.88\|21.28\|19.01\|943170;2026-07-09\|19.86\|3.76\|19.41\|19.86\|18.45\|797398;2026-07-10\|18.84\|-5.14\|19.55\|20.54\|18.82\|726069;2026-07-13\|17.50\|-7.11\|18.80\|19.17\|17.28\|651902;2026-07-14\|18.26\|4.34\|17.85\|18.42\|17.39\|612914;2026-07-15\|17.57\|-3.78\|18.63\|19.06\|17.51\|652192;2026-07-16\|16.61\|-5.46\|17.47\|17.69\|16.49\|502730;2026-07-17\|15.67\|-5.66\|16.80\|17.04\|15.50\|670751;2026-07-20\|14.10\|-10.02\|16.00\|16.22\|14.10\|594170;2026-07-21\|15.05\|6.74\|14.25\|15.21\|12.69\|1007296;2026-07-22\|14.45\|-3.99\|14.82\|15.31\|14.10\|690131;2026-07-23\|14.59\|0.97\|14.65\|15.00\|14.22\|607590;2026-07-24\|13.85\|-5.07\|14.45\|14.55\|13.78\|402908;2026-07-27\|14.74\|6.43\|13.85\|14.74\|13.40\|508983;2026-07-28\|13.89\|-5.77\|14.59\|14.82\|13.71\|506045;2026-07-29\|13.37\|-3.74\|13.90\|14.10\|13.17\|662311;2026-07-30\|12.34\|-7.70\|13.40\|13.72\|12.12\|756175;2026-07-31\|12.61\|2.19\|12.89\|13.43\|12.60\|659700;2026-08-03\|12.68\|0.56\|12.71\|13.30\|12.58\|638929;2026-08-04\|13.95\|10.02\|12.81\|13.95\|12.71\|789503;2026-08-05\|15.35\|10.04\|14.00\|15.35\|13.98\|1465444;2026-08-06\|16.89\|10.03\|16.50\|16.89\|16.50\|242789;2026-08-07\|18.41\|9.00\|18.12\|18.58\|17.21\|2155323;2026-08-10\|17.89\|-2.82\|18.07\|19.28\|16.70\|2125121;2026-08-11\|17.04\|-4.75\|17.24\|17.70\|16.89\|1262965;2026-08-12\|18.74\|9.98\|17.04\|18.74\|16.84\|967337;2026-08-13\|17.50\|-6.62\|19.56\|20.00\|17.43\|1705608;2026-08-14\|18.06\|3.20\|17.50\|18.70\|17.30\|1258860;2026-08-17\|18.67\|3.38\|18.08\|18.69\|17.69\|1134917;2026-08-18\|18.84\|0.91\|18.67\|19.71\|18.28\|1210260;2026-08-19\|16.96\|-9.98\|17.80\|18.25\|16.96\|977482;2026-08-20\|16.49\|-2.77\|16.98\|17.23\|16.25\|923650;2026-08-21\|18.14\|10.01\|16.37\|18.14\|16.37\|1024796;2026-08-24\|18.23\|0.50\|18.67\|18.95\|17.30\|1184860;2026-08-25\|17.56\|-3.68\|18.00\|18.21\|17.20\|811409;2026-08-26\|17.30\|-1.48\|17.71\|17.89\|17.07\|771110;2026-08-27\|19.03\|10.00\|17.10\|19.03\|17.10\|1025324;2026-08-28\|19.19\|0.84\|19.07\|19.57\|18.80\|1595004;2026-08-31\|19.17\|-0.10\|18.60\|19.22\|18.43\|952923;2026-09-01\|18.69\|-2.50\|19.20\|19.32\|18.60\|743261;2026-09-02\|18.33\|-1.93\|18.49\|18.67\|17.96\|624602;2026-09-03\|17.89\|-2.40\|18.60\|18.65\|17.43\|817681;2026-09-04\|16.78\|-6.20\|18.19\|18.25\|16.50\|1008013;2026-09-07\|17.57\|4.71\|16.73\|18.10\|16.50\|934298;2026-09-08\|17.08\|-2.79\|17.55\|17.73\|16.95\|663305;2026-09-09\|17.67\|3.45\|17.43\|17.95\|17.05\|864520;2026-09-10\|16.98\|-3.90\|17.28\|17.83\|16.98\|639067;2026-09-11\|16.09\|-5.24\|16.40\|16.58\|15.80\|644462;2026-09-14\|16.47\|2.36\|16.00\|16.56\|15.60\|473710;2026-09-15\|16.97\|3.04\|16.95\|17.67\|16.92\|774682;2026-09-16\|17.16\|1.12\|16.61\|17.29\|16.21\|708323;2026-09-17\|16.70\|-2.68\|17.10\|17.58\|16.66\|453182;2026-09-18\|17.18\|2.87\|16.99\|17.38\|16.65\|540870;2026-09-21\|17.24\|0.35\|17.10\|17.70\|17.09\|530850;2026-09-22\|17.49\|1.45\|17.30\|17.80\|17.27\|749254;2026-09-23\|17.74\|1.43\|17.35\|17.87\|17.11\|662179;2026-09-24\|17.70\|-0.23\|17.90\|18.59\|17.56\|855316;2026-09-28\|16.10\|-9.04\|17.62\|17.69\|16.00\|660563;2026-09-29\|15.94\|-0.99\|15.90\|16.42\|15.90\|363566;2026-09-30\|16.12\|1.13\|16.15\|16.50\|15.81\|369742;2026-10-08\|15.72\|-2.48\|16.15\|16.45\|15.50\|369532;2026-10-09\|15.35\|-2.35\|15.49\|15.49\|14.67\|471072;2026-10-12\|14.60\|-4.89\|15.71\|15.90\|14.60\|321621;2026-10-13\|14.78\|1.23\|14.30\|14.86\|13.97\|334908;2026-10-14\|14.42\|-2.44\|14.70\|14.96\|14.41\|217809;2026-10-15\|13.65\|-5.34\|13.97\|14.40\|13.64\|347515;2026-10-16\|13.82\|1.25\|13.92\|14.14\|13.58\|317481;2026-10-19\|13.68\|-1.01\|13.68\|13.83\|13.24\|255053;2026-10-20\|14.17\|3.58\|13.66\|14.41\|13.59\|348170;2026-10-21\|14.76\|4.16\|14.17\|15.29\|14.14\|476030;2026-10-22\|13.90\|-5.83\|14.80\|14.95\|13.90\|351743;2026-10-23\|14.17\|1.94\|13.72\|14.23\|13.23\|393202;2026-10-26\|13.50\|-4.73\|14.10\|14.27\|13.50\|291941;2026-10-27\|13.07\|-3.19\|13.65\|13.80\|13.07\|225593;2026-10-28\|12.96\|-0.84\|13.13\|13.23\|12.77\|340704;2026-10-29\|12.59\|-2.85\|12.95\|13.36\|12.55\|327932;2026-10-30\|12.00\|-4.69\|12.30\|12.78\|11.93\|370796;2026-11-02\|12.34\|2.83\|12.20\|12.38\|11.70\|379259;2026-11-03\|11.99\|-2.84\|12.27\|12.65\|11.81\|380563;2026-11-04\|12.90\|7.59\|12.00\|12.95\|11.82\|577185;2026-11-05\|13.20\|2.33\|12.72\|13.60\|12.63\|467969;2026-11-06\|12.55\|-4.92\|12.59\|12.85\|12.45\|322737
127283	世界机器人大会开幕	机器人+消费电子+AI散热+扭亏为盈行业原因： 7月30日晚，宇树科技发布公告称，其科创板IPO将于8月10日启动申购，作为A股人形机器人第一股，其上市进程正式落地。公司原因： 1、据2026年4月23日年报及2026年5月20日业绩说明会，公司在巩固消费电子主业的同时，持续推进业务结构优化，重点布局机器人结构件及模组业务，目前相关业务占营收比例较低。 2、公司主要从事消费电子、医疗器械等领域的精密金属及塑胶结构件制造，为富士康等国际知名客户提供服务，产品应用于苹果等终端品牌。 3、据2026年4月23日年报，公司2026年将重点布局AI、显示散热模组结构件及其他相关部件业务，依托精密加工能力提升产品交付能力。 4、据2026年7月15日业绩预告，公司预计2026年半年度归母净利润为2.3亿元至3.15亿元，同比扭亏为盈，主要系出售子公司科森医疗100%股权产生约6亿元投资收益。	1、公司为某品牌家用机器人提供相关结构件； 2、公司与清陶能源共同投资设立了合资公司——科森清陶能源科技有限公司，专注于固态电池的集成、组装和系统集成等业务	2026-06-29\|17.82\|-3.99\|18.00\|18.60\|17.28\|269735;2026-06-30\|18.50\|3.82\|17.89\|18.79\|17.68\|224338;2026-07-01\|19.80\|7.03\|18.32\|20.10\|18.06\|386434;2026-07-02\|20.37\|2.88\|19.98\|21.78\|19.70\|503951;2026-07-03\|20.73\|1.77\|20.39\|21.48\|20.20\|408630;2026-07-06\|18.66\|-9.99\|20.45\|20.56\|18.66\|340908;2026-07-07\|17.80\|-4.61\|18.96\|19.25\|17.76\|300208;2026-07-08\|16.45\|-7.58\|17.81\|17.97\|16.37\|285380;2026-07-09\|16.90\|2.74\|16.44\|16.98\|15.95\|263957;2026-07-10\|17.01\|0.65\|17.00\|17.89\|16.86\|230648;2026-07-13\|15.63\|-8.11\|16.87\|16.91\|15.56\|213654;2026-07-14\|15.82\|1.22\|15.63\|15.90\|15.04\|166922;2026-07-15\|15.27\|-3.48\|15.80\|15.89\|15.15\|167168;2026-07-16\|15.03\|-1.57\|15.34\|15.80\|14.81\|216884;2026-07-17\|13.82\|-8.05\|14.90\|15.02\|13.57\|319280;2026-07-20\|12.54\|-9.26\|14.30\|14.38\|12.44\|347828;2026-07-21\|13.30\|6.06\|12.68\|13.32\|11.47\|325507;2026-07-22\|13.07\|-1.73\|13.38\|13.42\|12.95\|215816;2026-07-23\|13.33\|1.99\|13.15\|13.47\|12.82\|185631;2026-07-24\|12.90\|-3.23\|13.10\|13.40\|12.86\|144465;2026-07-27\|13.33\|3.33\|12.80\|13.33\|12.73\|151132;2026-07-28\|12.96\|-2.78\|13.19\|13.53\|12.91\|158527;2026-07-29\|13.14\|1.39\|13.00\|13.29\|12.62\|191699;2026-07-30\|12.09\|-7.99\|13.03\|13.05\|11.90\|271703;2026-07-31\|13.00\|7.53\|12.53\|13.30\|12.52\|545687;2026-08-03\|13.25\|1.92\|13.00\|13.60\|12.91\|332254;2026-08-04\|13.74\|3.70\|13.37\|13.83\|13.15\|287701;2026-08-05\|15.11\|9.97\|13.70\|15.11\|13.62\|427986;2026-08-06\|15.68\|3.77\|15.24\|15.78\|15.00\|492494;2026-08-07\|15.73\|0.32\|15.68\|15.99\|15.32\|394295;2026-08-10\|15.77\|0.25\|15.73\|15.82\|15.10\|247582;2026-08-11\|16.56\|5.01\|15.76\|16.94\|15.43\|530151;2026-08-12\|16.59\|0.18\|16.50\|17.33\|16.15\|568534;2026-08-13\|16.65\|0.36\|16.55\|17.23\|16.22\|495827;2026-08-14\|16.59\|-0.36\|16.66\|16.89\|16.05\|350301;2026-08-17\|16.91\|1.93\|16.54\|17.15\|16.36\|352617;2026-08-18\|16.92\|0.06\|16.97\|17.00\|16.61\|254939;2026-08-19\|15.41\|-8.92\|16.60\|16.70\|15.25\|366286;2026-08-20\|16.95\|9.99\|15.57\|16.95\|15.25\|493995;2026-08-21\|18.65\|10.03\|17.50\|18.65\|17.49\|436553;2026-08-24\|19.48\|4.45\|18.40\|20.27\|18.40\|1082660;2026-08-25\|20.05\|2.93\|19.30\|20.26\|18.33\|824650;2026-08-26\|19.63\|-2.09\|20.01\|20.47\|19.04\|538238;2026-08-27\|19.84\|1.07\|19.54\|20.00\|19.11\|565084;2026-08-28\|19.29\|-2.77\|19.62\|20.80\|19.29\|447089;2026-08-31\|20.78\|7.72\|18.85\|21.00\|18.85\|615939;2026-09-01\|19.93\|-4.09\|20.42\|20.92\|19.87\|447336;2026-09-02\|19.48\|-2.26\|19.73\|19.98\|19.40\|271272;2026-09-03\|19.73\|1.28\|19.49\|19.85\|19.00\|300268;2026-09-04\|17.93\|-9.12\|19.93\|20.07\|17.83\|573377;2026-09-07\|19.72\|9.98\|18.30\|19.72\|18.29\|305538;2026-09-08\|21.69\|9.99\|20.82\|21.69\|20.70\|597449;2026-09-09\|20.09\|-7.38\|21.36\|21.50\|19.96\|676471;2026-09-10\|19.11\|-4.88\|20.09\|20.20\|19.00\|386566;2026-09-11\|18.14\|-5.08\|18.79\|19.00\|17.94\|372540;2026-09-14\|19.95\|9.98\|18.65\|19.95\|18.28\|405268;2026-09-15\|18.88\|-5.36\|19.95\|20.30\|18.84\|456625;2026-09-16\|19.35\|2.49\|18.55\|19.46\|18.31\|374399;2026-09-17\|21.29\|10.03\|19.17\|21.29\|19.12\|345517;2026-09-18\|23.42\|10.00\|22.13\|23.42\|22.12\|675768;2026-09-21\|23.35\|-0.30\|23.05\|23.65\|22.37\|687336;2026-09-22\|22.93\|-1.80\|23.64\|24.08\|22.78\|525703;2026-09-23\|22.88\|-0.22\|23.15\|23.30\|22.54\|277345;2026-09-24\|22.51\|-1.62\|23.20\|23.68\|22.40\|538134;2026-09-28\|22.50\|-0.04\|22.56\|23.82\|22.35\|547372;2026-09-29\|23.91\|6.27\|22.06\|24.40\|21.86\|665243;2026-09-30\|24.22\|1.30\|24.00\|25.45\|23.91\|578669;2026-10-08\|23.25\|-4.00\|24.80\|25.11\|23.06\|489705;2026-10-09\|24.49\|5.33\|23.00\|25.58\|22.05\|598576;2026-10-12\|23.20\|-5.27\|24.32\|24.49\|22.88\|332579;2026-10-13\|23.37\|0.73\|22.89\|24.00\|21.50\|342201;2026-10-14\|21.97\|-5.99\|23.22\|23.35\|21.95\|271274;2026-10-15\|20.22\|-7.97\|21.22\|21.68\|20.02\|372126;2026-10-16\|20.19\|-0.15\|20.88\|21.69\|20.01\|280350;2026-10-19\|22.21\|10.01\|20.00\|22.21\|19.33\|389223;2026-10-20\|24.43\|10.00\|22.82\|24.43\|22.82\|367773;2026-10-21\|24.00\|-1.76\|24.50\|25.48\|23.82\|628898;2026-10-22\|24.12\|0.50\|24.00\|26.16\|24.00\|600431;2026-10-23\|26.52\|9.95\|24.07\|26.53\|22.80\|870877;2026-10-26\|25.92\|-2.26\|25.68\|26.80\|24.97\|691743;2026-10-27\|25.30\|-2.39\|25.99\|26.37\|25.21\|396850;2026-10-28\|27.83\|10.00\|25.48\|27.83\|25.48\|512172;2026-10-29\|27.37\|-1.65\|28.19\|29.19\|27.27\|477245;2026-10-30\|25.84\|-5.59\|26.59\|28.40\|25.75\|475082;2026-11-02\|26.50\|2.55\|25.55\|27.54\|24.00\|504464;2026-11-03\|24.40\|-7.92\|26.13\|26.18\|24.30\|346272;2026-11-04\|25.87\|6.02\|24.14\|25.91\|23.18\|491074;2026-11-05\|27.95\|8.04\|25.00\|28.46\|24.24\|574361;2026-11-06\|26.92\|-3.69\|26.50\|27.68\|25.98\|387649
127282	世界机器人大会开幕	电磁线+人形机器人+数据中心+可转债赎回完成 1、据2025年半年度报告，公司是国内规模最大、全球前三的电磁线制造商，产品广泛应用于工业电机、新能源汽车等领域。 2、据2026年4月16日审核问询函回复，公司漆包铜圆线是具身机器人核心驱动部件伺服电机的关键材料，募投项目产品已应用于具身机器人领域并实现量产。 3、据2026年7月16日互动易，恒丰特导用于AI数据中心领域的镀银导体市场及需求较好，公司与客户密切跟踪下游市场需求，保持供应链稳定。 4、据2026年8月1日公告及2026年8月7日公告，“精达转债”已于2026年7月31日完成赎回兑付并摘牌，转债转股及兑付压力消除。	公司主营业务是特种电磁线、特种导体以及模具制造、维修等生产、研发和销售，产品广泛用于汽车驱动电机、工业精密电机、机器人伺服电机等领域	2026-06-29\|9.42\|-1.15\|9.90\|10.40\|9.33\|1225290;2026-06-30\|9.78\|3.82\|9.42\|10.23\|9.14\|1049694;2026-07-01\|9.48\|-3.07\|9.78\|9.85\|9.41\|801725;2026-07-02\|9.39\|-0.95\|9.41\|9.77\|9.32\|722821;2026-07-03\|9.69\|3.19\|9.45\|9.90\|9.29\|804779;2026-07-06\|9.37\|-3.30\|9.66\|9.73\|9.26\|664026;2026-07-07\|8.87\|-5.34\|9.30\|9.39\|8.86\|682569;2026-07-08\|8.66\|-2.37\|8.86\|8.90\|8.64\|605842;2026-07-09\|8.64\|-0.23\|8.65\|8.71\|8.24\|871334;2026-07-10\|8.63\|-0.12\|8.60\|8.92\|8.51\|698049;2026-07-13\|7.88\|-8.69\|8.54\|8.59\|7.85\|732849;2026-07-14\|8.09\|2.67\|7.96\|8.09\|7.70\|647519;2026-07-15\|7.90\|-2.35\|8.05\|8.31\|7.87\|588660;2026-07-16\|7.69\|-2.66\|7.87\|7.99\|7.67\|503450;2026-07-17\|7.19\|-6.50\|7.69\|7.71\|7.14\|718220;2026-07-20\|7.05\|-1.95\|7.30\|7.40\|6.89\|866671;2026-07-21\|7.21\|2.27\|7.03\|7.24\|6.72\|871495;2026-07-22\|6.98\|-3.19\|7.17\|7.22\|6.94\|699323;2026-07-23\|7.38\|5.73\|6.96\|7.40\|6.96\|928373;2026-07-24\|7.10\|-3.79\|7.31\|7.40\|7.10\|658947;2026-07-27\|7.28\|2.54\|7.03\|7.32\|7.03\|612278;2026-07-28\|7.22\|-0.82\|7.18\|7.36\|7.17\|626739;2026-07-29\|7.54\|4.43\|7.25\|7.58\|7.16\|879990;2026-07-30\|7.61\|0.93\|7.47\|7.75\|7.43\|791783;2026-07-31\|7.75\|1.84\|7.70\|7.92\|7.67\|793692;2026-08-03\|8.09\|4.39\|7.76\|8.18\|7.76\|873917;2026-08-04\|8.16\|0.87\|8.12\|8.22\|7.93\|840229;2026-08-05\|8.24\|0.98\|8.10\|8.33\|8.10\|623335;2026-08-06\|8.15\|-1.09\|8.20\|8.32\|8.08\|533875;2026-08-07\|8.26\|1.35\|8.18\|8.28\|7.97\|609369;2026-08-10\|8.26\|0.00\|8.27\|8.28\|8.11\|503998;2026-08-11\|8.20\|-0.73\|8.23\|8.30\|8.16\|303159;2026-08-12\|8.34\|1.71\|8.17\|8.38\|8.17\|402518;2026-08-13\|8.11\|-2.76\|8.35\|8.40\|8.10\|492200;2026-08-14\|8.11\|0.00\|8.16\|8.19\|8.03\|366498;2026-08-17\|8.25\|1.73\|8.15\|8.27\|8.02\|430487;2026-08-18\|8.63\|4.61\|8.28\|8.98\|8.18\|1431526;2026-08-19\|7.92\|-8.23\|8.45\|8.48\|7.91\|1075309;2026-08-20\|7.87\|-0.63\|7.97\|8.00\|7.81\|496130;2026-08-21\|8.66\|10.04\|7.82\|8.66\|7.73\|1219865;2026-08-24\|8.55\|-1.27\|8.75\|8.90\|8.44\|1368175;2026-08-25\|8.61\|0.70\|8.48\|8.69\|8.35\|929126;2026-08-26\|8.63\|0.23\|8.95\|8.95\|8.52\|1133686;2026-08-27\|8.63\|0.00\|8.52\|8.68\|8.42\|858832;2026-08-28\|8.48\|-1.74\|8.55\|8.68\|8.47\|576603;2026-08-31\|8.36\|-1.42\|8.41\|8.43\|8.20\|552404;2026-09-01\|8.23\|-1.55\|8.33\|8.35\|8.20\|454106;2026-09-02\|8.27\|0.49\|8.15\|8.33\|8.00\|638161;2026-09-03\|8.15\|-1.45\|8.33\|8.33\|8.10\|487017;2026-09-04\|7.98\|-2.09\|8.26\|8.32\|7.93\|649929;2026-09-07\|8.01\|0.38\|7.93\|8.08\|7.91\|356084;2026-09-08\|8.09\|1.00\|8.28\|8.43\|8.06\|583137;2026-09-09\|8.25\|1.98\|8.09\|8.35\|8.05\|630811;2026-09-10\|8.06\|-2.30\|8.12\|8.15\|8.03\|388490;2026-09-11\|8.02\|-0.50\|7.99\|8.13\|7.87\|513442;2026-09-14\|8.01\|-0.12\|7.95\|8.07\|7.87\|320947;2026-09-15\|7.90\|-1.37\|7.97\|8.06\|7.90\|295733;2026-09-16\|8.08\|2.28\|7.90\|8.12\|7.83\|429166;2026-09-17\|7.93\|-1.86\|8.05\|8.12\|7.91\|356258;2026-09-18\|8.72\|9.96\|7.98\|8.72\|7.96\|1365567;2026-09-21\|8.98\|2.98\|8.86\|8.99\|8.81\|1629145;2026-09-22\|8.90\|-0.89\|8.95\|9.04\|8.82\|956712;2026-09-23\|8.90\|0.00\|8.90\|8.98\|8.75\|655697;2026-09-24\|8.62\|-3.15\|8.90\|8.92\|8.60\|582305;2026-09-28\|8.25\|-3.96\|8.55\|8.60\|8.16\|529212;2026-09-29\|8.25\|0.00\|8.26\|8.39\|8.17\|536477;2026-09-30\|8.71\|5.58\|8.28\|8.91\|8.28\|979166;2026-10-08\|8.84\|1.49\|8.70\|9.09\|8.69\|1026058;2026-10-09\|8.66\|-2.04\|8.80\|8.84\|8.52\|787928;2026-10-12\|8.41\|-2.89\|8.60\|8.75\|8.36\|548134;2026-10-13\|8.89\|5.71\|8.25\|9.04\|8.12\|1355651;2026-10-14\|8.90\|0.11\|8.80\|9.20\|8.74\|1257972;2026-10-15\|8.96\|0.67\|8.69\|9.20\|8.62\|1494020;2026-10-16\|8.80\|-1.79\|9.00\|9.10\|8.74\|1319706;2026-10-19\|7.92\|-10.00\|8.66\|8.70\|7.92\|1341411;2026-10-20\|7.32\|-7.58\|7.57\|7.57\|7.18\|1489011;2026-10-21\|7.17\|-2.05\|7.34\|7.54\|7.16\|887417;2026-10-22\|7.09\|-1.12\|7.17\|7.28\|7.04\|664409;2026-10-23\|7.20\|1.55\|6.95\|7.24\|6.65\|912227;2026-10-26\|7.23\|0.42\|7.12\|7.32\|7.10\|555786;2026-10-27\|7.03\|-2.77\|7.24\|7.35\|7.03\|436062;2026-10-28\|7.25\|3.13\|7.15\|7.43\|7.01\|620678;2026-10-29\|7.20\|-0.69\|7.39\|7.48\|7.18\|702825;2026-10-30\|6.87\|-4.58\|7.06\|7.30\|6.85\|661854;2026-11-02\|7.02\|2.18\|6.94\|7.10\|6.82\|530608;2026-11-03\|7.04\|0.28\|7.00\|7.16\|6.96\|434782;2026-11-04\|7.22\|2.56\|7.05\|7.24\|6.96\|662578;2026-11-05\|7.31\|1.25\|7.19\|7.47\|7.16\|585676;2026-11-06\|7.15\|-2.19\|7.09\|7.27\|7.03\|397835
127281	世界机器人大会开幕	机器人+半导体+数控机床行业原因：中信建投研报称，物理AI是人工智能的下一波浪潮，机器人是AI最好的物理载体之一，值得重视。此外，Optimus量产渐行渐近，近期对供应链量产量纲指引逐步清晰，其放量节奏逐步得以验证，后续V3产品发布、量产推进仍值得密切关注。公司原因： 1、据2026年5月28日投资者关系活动记录表，公司螺旋拉床可用于机器人部分零部件加工；双端面磨床可用于机器人零部件中的齿轮、齿圈、轴承等部件的磨削加工。 2、据2026年5月28日投资者关系活动记录表，公司产品持续向半导体领域延伸，主要生产针对半导体行业的精密加工设备，可加工碳化硅、蓝宝石、锑化镓、陶瓷基板等品类。 3、据公司2025年年报及2026年5月28日投资者关系活动记录表，公司是国内精密数控磨床和数控研磨抛光设备领域的领军企业，专业从事数控磨削设备、拉削设备及智能装备的研发、生产与销售。	公司智能装备包括工业机器人及智能化成套装备等，为客户提供数字化、网络化的智能制造技术综合解决方案	2026-06-29\|41.29\|-8.71\|43.53\|45.30\|40.90\|156055;2026-06-30\|45.42\|10.00\|41.29\|45.42\|41.29\|75741;2026-07-01\|43.70\|-3.79\|46.33\|47.50\|43.30\|103863;2026-07-02\|42.40\|-2.97\|43.26\|44.35\|42.00\|68462;2026-07-03\|43.28\|2.08\|44.40\|44.67\|42.50\|70392;2026-07-06\|40.75\|-5.85\|43.56\|43.59\|40.01\|76425;2026-07-07\|39.42\|-3.26\|40.68\|41.63\|39.36\|51180;2026-07-08\|37.79\|-4.13\|39.40\|39.69\|36.88\|55920;2026-07-09\|37.07\|-1.91\|38.33\|38.85\|36.51\|85168;2026-07-10\|33.36\|-10.01\|37.09\|38.15\|33.36\|171861;2026-07-13\|30.02\|-10.01\|33.58\|33.70\|30.02\|127355;2026-07-14\|30.19\|0.57\|29.76\|30.73\|28.28\|160218;2026-07-15\|28.84\|-4.47\|30.58\|30.98\|28.58\|107481;2026-07-16\|27.50\|-4.65\|29.10\|29.10\|27.20\|115176;2026-07-17\|24.75\|-10.00\|27.80\|27.81\|24.75\|114290;2026-07-20\|22.28\|-9.98\|25.25\|25.49\|22.28\|153195;2026-07-21\|23.81\|6.87\|22.49\|23.83\|20.05\|184258;2026-07-22\|23.05\|-3.19\|23.74\|24.55\|22.74\|106443;2026-07-23\|23.59\|2.34\|23.00\|24.10\|22.69\|81841;2026-07-24\|23.14\|-1.91\|23.28\|23.94\|22.93\|72820;2026-07-27\|23.86\|3.11\|23.16\|23.86\|22.85\|78022;2026-07-28\|22.95\|-3.81\|23.70\|24.33\|22.75\|89782;2026-07-29\|25.25\|10.02\|23.31\|25.25\|23.31\|37504;2026-07-30\|23.10\|-8.51\|26.19\|26.50\|22.82\|278567;2026-07-31\|23.71\|2.64\|23.45\|24.57\|23.10\|185399;2026-08-03\|23.43\|-1.18\|23.51\|24.16\|23.03\|111782;2026-08-04\|24.78\|5.76\|23.80\|25.19\|23.38\|153868;2026-08-05\|26.15\|5.53\|24.90\|26.35\|24.75\|122622;2026-08-06\|27.39\|4.74\|26.15\|28.15\|26.10\|180635;2026-08-07\|27.68\|1.06\|27.40\|28.10\|26.31\|153375;2026-08-10\|29.10\|5.13\|28.10\|29.17\|27.59\|173372;2026-08-11\|28.15\|-3.26\|29.10\|29.35\|27.01\|161565;2026-08-12\|28.96\|2.88\|27.99\|29.35\|27.58\|124794;2026-08-13\|28.19\|-2.66\|29.49\|29.49\|28.18\|105536;2026-08-14\|29.28\|3.87\|28.31\|29.49\|28.05\|117790;2026-08-17\|29.45\|0.58\|29.99\|32.21\|29.29\|206396;2026-08-18\|29.79\|1.15\|29.16\|30.73\|28.70\|181792;2026-08-19\|27.88\|-6.41\|28.58\|29.30\|27.34\|126026;2026-08-20\|30.67\|10.01\|27.88\|30.67\|27.50\|215997;2026-08-21\|33.74\|10.01\|31.70\|33.74\|30.76\|265294;2026-08-24\|32.68\|-3.14\|34.24\|34.49\|31.00\|292799;2026-08-25\|31.04\|-5.02\|32.10\|32.35\|30.60\|196964;2026-08-26\|29.90\|-3.67\|31.03\|31.17\|29.40\|153509;2026-08-27\|29.22\|-2.27\|29.49\|29.77\|28.90\|180890;2026-08-28\|28.95\|-0.92\|29.00\|30.94\|28.66\|214303;2026-08-31\|31.85\|10.02\|28.30\|31.85\|28.00\|158498;2026-09-01\|30.20\|-5.18\|31.79\|31.79\|29.88\|209076;2026-09-02\|29.03\|-3.87\|29.89\|29.96\|29.01\|122023;2026-09-03\|28.47\|-1.93\|29.14\|29.31\|28.00\|123236;2026-09-04\|27.24\|-4.32\|28.59\|29.00\|27.05\|156956;2026-09-07\|28.36\|4.11\|27.03\|28.45\|26.80\|133545;2026-09-08\|28.34\|-0.07\|28.10\|29.49\|27.71\|136324;2026-09-09\|27.84\|-1.76\|28.24\|28.75\|27.64\|85192;2026-09-10\|26.80\|-3.74\|27.70\|27.70\|26.80\|83942;2026-09-11\|26.18\|-2.31\|26.28\|26.60\|25.28\|84904;2026-09-14\|27.08\|3.44\|26.01\|27.60\|25.45\|86220;2026-09-15\|26.32\|-2.81\|26.75\|27.05\|26.26\|69423;2026-09-16\|28.95\|9.99\|26.16\|28.95\|26.00\|162983;2026-09-17\|30.77\|6.29\|28.76\|30.91\|28.76\|231844;2026-09-18\|30.76\|-0.03\|30.92\|31.40\|30.40\|154696;2026-09-21\|31.50\|2.41\|30.90\|31.77\|30.90\|91323;2026-09-22\|31.10\|-1.27\|31.83\|31.88\|30.98\|75107;2026-09-23\|30.67\|-1.38\|31.26\|31.26\|30.56\|61276;2026-09-24\|29.99\|-2.22\|30.59\|30.94\|29.89\|53904;2026-09-28\|29.31\|-2.27\|29.94\|30.95\|28.69\|82941;2026-09-29\|28.62\|-2.35\|29.19\|29.29\|28.42\|43248;2026-09-30\|27.97\|-2.27\|28.99\|29.08\|27.90\|41733;2026-10-08\|27.06\|-3.25\|27.82\|28.29\|26.77\|44979;2026-10-09\|25.15\|-7.06\|27.00\|27.02\|24.35\|109248;2026-10-12\|24.08\|-4.25\|24.90\|24.95\|24.03\|65871;2026-10-13\|24.00\|-0.33\|23.50\|24.37\|22.41\|64622;2026-10-14\|23.36\|-2.67\|23.95\|23.99\|23.30\|39569;2026-10-15\|21.95\|-6.04\|22.42\|22.75\|21.81\|53569;2026-10-16\|22.93\|4.46\|22.39\|24.15\|22.10\|162443;2026-10-19\|24.96\|8.85\|22.61\|25.22\|22.20\|205739;2026-10-20\|24.90\|-0.24\|25.04\|25.40\|24.39\|147797;2026-10-21\|24.52\|-1.53\|24.95\|25.10\|24.37\|69675;2026-10-22\|23.90\|-2.53\|24.37\|24.89\|23.66\|70649;2026-10-23\|24.45\|2.30\|23.43\|24.70\|21.60\|103778;2026-10-26\|25.62\|4.79\|24.22\|26.46\|23.85\|172138;2026-10-27\|25.18\|-1.72\|25.46\|26.18\|25.03\|164854;2026-10-28\|26.95\|7.03\|25.18\|27.20\|24.63\|144186;2026-10-29\|24.47\|-9.20\|26.59\|26.65\|24.30\|95909;2026-10-30\|23.14\|-5.44\|23.46\|24.98\|23.14\|88404;2026-11-02\|24.52\|5.96\|23.08\|24.89\|22.64\|90604;2026-11-03\|22.76\|-7.18\|24.23\|24.37\|22.46\|79460;2026-11-04\|23.44\|2.99\|22.62\|23.65\|21.68\|101152;2026-11-05\|25.10\|7.08\|23.05\|25.78\|22.63\|173305;2026-11-06\|26.80\|6.77\|24.10\|27.61\|23.67\|215736
127280		功率半导体+此前拟收购华鲲振宇股权+虚拟电厂+成都国资 1、据2025年8月22日半年报，公司功率半导体业务子公司森未科技掌握IGBT第七代芯片设计技术，已获86项专利等知识产权。 2、据2026年8月14日互动易，公司子公司成都倍特数字能源科技有限公司聚焦绿色智慧能源解决方案，大力开展城市级虚拟电厂及能源聚合服务平台等业务。 3、2023年9月，高新发展曾筹划收购四川华鲲振宇智能科技公司70%股权，2024年4月终止。 4、据同花顺iFinD数据，公司控股股东为成都高新投资集团有限公司，最终控制人为成都高新技术产业开发区财政国资局。	公司此前称将持续推动对华鲲振宇公司股权收购工作	2026-06-29\|46.11\|-2.70\|47.25\|48.24\|45.44\|79199;2026-06-30\|47.40\|2.80\|46.15\|47.53\|45.70\|98038;2026-07-01\|48.21\|1.71\|48.00\|50.29\|47.56\|130387;2026-07-02\|47.88\|-0.68\|48.00\|50.25\|47.54\|128681;2026-07-03\|49.17\|2.69\|48.20\|49.87\|47.70\|98901;2026-07-06\|48.56\|-1.24\|49.19\|49.70\|47.50\|102151;2026-07-07\|48.18\|-0.78\|48.71\|49.69\|47.77\|99077;2026-07-08\|49.20\|2.12\|48.58\|50.19\|47.53\|144736;2026-07-09\|44.28\|-10.00\|48.24\|48.24\|44.28\|94229;2026-07-10\|41.95\|-5.26\|41.38\|43.96\|40.12\|208116;2026-07-13\|38.72\|-7.70\|40.95\|42.16\|38.29\|153702;2026-07-14\|39.08\|0.93\|39.89\|40.38\|37.72\|110322;2026-07-15\|38.22\|-2.20\|39.08\|39.13\|37.76\|82845;2026-07-16\|38.62\|1.05\|37.70\|40.46\|37.35\|175050;2026-07-17\|34.76\|-9.99\|38.86\|38.93\|34.76\|156422;2026-07-20\|36.20\|4.14\|34.14\|37.42\|33.42\|207105;2026-07-21\|35.02\|-3.26\|35.93\|36.20\|32.66\|176879;2026-07-22\|36.69\|4.77\|34.98\|37.99\|34.24\|172984;2026-07-23\|36.40\|-0.79\|36.44\|37.60\|36.08\|98711;2026-07-24\|35.76\|-1.49\|36.15\|37.34\|35.63\|101343;2026-07-27\|36.29\|1.48\|35.17\|36.36\|34.58\|84998;2026-07-28\|36.84\|1.52\|35.81\|38.11\|35.68\|121749;2026-07-29\|36.43\|-1.11\|36.50\|37.18\|35.31\|108895;2026-07-30\|34.68\|-4.80\|36.32\|36.77\|34.46\|86841;2026-07-31\|36.67\|5.74\|35.57\|37.39\|35.50\|122153;2026-08-03\|38.38\|4.66\|36.60\|38.69\|36.50\|109430;2026-08-04\|39.15\|2.01\|38.88\|39.35\|38.11\|86354;2026-08-05\|39.70\|1.40\|39.04\|39.88\|38.76\|85873;2026-08-06\|39.31\|-0.98\|39.30\|39.80\|38.69\|77334;2026-08-07\|39.01\|-0.76\|39.71\|39.71\|37.87\|75989;2026-08-10\|38.99\|-0.05\|38.78\|39.37\|38.07\|68457;2026-08-11\|38.90\|-0.23\|38.98\|39.40\|38.15\|59900;2026-08-12\|39.13\|0.59\|38.90\|39.32\|38.63\|55946;2026-08-13\|39.91\|1.99\|39.74\|40.82\|39.03\|130571;2026-08-14\|39.63\|-0.70\|40.37\|40.91\|39.12\|90497;2026-08-17\|40.22\|1.49\|39.99\|40.59\|39.25\|83070;2026-08-18\|43.39\|7.88\|40.00\|43.99\|39.46\|160505;2026-08-19\|39.62\|-8.69\|42.31\|42.45\|39.06\|155120;2026-08-20\|41.23\|4.06\|39.88\|42.45\|39.31\|148677;2026-08-21\|45.35\|9.99\|41.24\|45.35\|40.80\|167640;2026-08-24\|47.76\|5.31\|46.84\|48.48\|45.11\|283602;2026-08-25\|47.86\|0.21\|47.37\|48.11\|45.83\|159414;2026-08-26\|47.51\|-0.73\|47.59\|48.18\|46.97\|103167;2026-08-27\|47.07\|-0.93\|47.25\|48.19\|45.88\|129891;2026-08-28\|48.12\|2.23\|46.94\|48.93\|46.50\|113472;2026-08-31\|48.87\|1.56\|48.13\|50.20\|47.31\|140899;2026-09-01\|49.81\|1.92\|48.67\|50.10\|48.24\|113757;2026-09-02\|54.79\|10.00\|49.69\|54.79\|49.36\|174556;2026-09-03\|54.01\|-1.42\|54.36\|57.97\|53.15\|245264;2026-09-04\|53.40\|-1.13\|53.89\|55.69\|53.00\|139663;2026-09-07\|53.38\|-0.04\|53.40\|53.97\|52.62\|125176;2026-09-08\|53.20\|-0.34\|53.74\|54.26\|52.71\|96115;2026-09-09\|57.46\|8.01\|53.35\|57.80\|53.21\|192661;2026-09-10\|55.01\|-4.26\|57.04\|57.48\|54.87\|111455;2026-09-11\|54.95\|-0.11\|54.17\|55.85\|52.70\|118593;2026-09-14\|52.10\|-5.19\|53.68\|53.86\|51.45\|124711;2026-09-15\|52.92\|1.57\|52.10\|53.67\|52.00\|79823;2026-09-16\|56.20\|6.20\|52.89\|56.47\|52.50\|109078;2026-09-17\|56.19\|-0.02\|55.95\|57.77\|55.80\|78234;2026-09-18\|60.48\|7.63\|56.71\|61.10\|56.70\|161412;2026-09-21\|60.01\|-0.78\|60.00\|60.68\|57.91\|143945;2026-09-22\|60.09\|0.13\|60.50\|61.13\|59.48\|75036;2026-09-23\|59.47\|-1.03\|59.60\|60.33\|59.36\|55093;2026-09-24\|57.78\|-2.84\|59.12\|59.59\|57.29\|68423;2026-09-28\|54.75\|-5.24\|57.62\|57.95\|54.28\|85048;2026-09-29\|54.66\|-0.16\|54.61\|56.17\|54.30\|53917;2026-09-30\|54.09\|-1.04\|55.12\|56.16\|53.60\|57963;2026-10-08\|51.33\|-5.10\|54.43\|54.63\|51.15\|82232;2026-10-09\|49.80\|-2.98\|51.25\|51.99\|48.70\|94726;2026-10-12\|49.52\|-0.56\|49.80\|50.98\|49.15\|74102;2026-10-13\|49.20\|-0.65\|48.62\|49.79\|47.14\|92505;2026-10-14\|46.22\|-6.06\|48.82\|48.95\|45.25\|85766;2026-10-15\|43.13\|-6.69\|45.00\|45.40\|42.50\|120097;2026-10-16\|43.18\|0.12\|43.53\|44.76\|42.95\|71002;2026-10-19\|43.25\|0.16\|43.18\|44.37\|42.56\|66888;2026-10-20\|44.10\|1.97\|43.00\|45.33\|42.60\|61993;2026-10-21\|44.35\|0.57\|44.50\|45.26\|43.92\|45888;2026-10-22\|42.08\|-5.12\|44.50\|44.70\|42.00\|59323;2026-10-23\|42.06\|-0.05\|41.49\|42.20\|39.23\|88950;2026-10-26\|42.13\|0.17\|41.39\|42.28\|40.73\|53612;2026-10-27\|40.50\|-3.87\|42.38\|42.97\|40.46\|55706;2026-10-28\|41.42\|2.27\|40.59\|41.66\|40.31\|53039;2026-10-29\|40.05\|-3.31\|41.12\|41.27\|39.90\|48164;2026-10-30\|37.80\|-5.62\|39.27\|40.00\|37.75\|69377;2026-11-02\|39.31\|3.99\|38.05\|39.55\|37.60\|60727;2026-11-03\|37.99\|-3.36\|38.93\|39.69\|37.52\|55571;2026-11-04\|40.00\|5.29\|38.05\|40.10\|37.53\|73753;2026-11-05\|41.44\|3.60\|39.80\|41.93\|39.50\|76391;2026-11-06\|40.39\|-2.53\|39.99\|41.45\|39.70\|62702
127279	海力士发布CPO技术路线图	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469;2026-09-16\|34.03\|3.91\|32.90\|34.86\|32.37\|684176;2026-09-17\|33.88\|-0.44\|34.00\|35.49\|33.32\|632894;2026-09-18\|34.53\|1.92\|35.20\|35.85\|33.14\|614634;2026-09-21\|33.64\|-2.58\|34.54\|35.10\|33.51\|592266;2026-09-22\|33.32\|-0.95\|33.96\|35.49\|33.03\|552114;2026-09-23\|33.45\|0.39\|33.20\|34.55\|32.55\|519067;2026-09-24\|32.57\|-2.63\|33.19\|34.78\|32.13\|795174;2026-09-28\|29.31\|-10.01\|31.77\|32.20\|29.31\|480600;2026-09-29\|29.30\|-0.03\|29.00\|29.75\|28.73\|347002;2026-09-30\|28.68\|-2.12\|29.50\|30.05\|28.45\|329657;2026-10-08\|27.55\|-3.94\|28.45\|28.95\|27.23\|312338;2026-10-09\|26.41\|-4.14\|27.20\|27.35\|24.95\|456696;2026-10-12\|24.82\|-6.02\|26.31\|26.31\|24.77\|309039;2026-10-13\|25.41\|2.38\|24.24\|25.86\|23.12\|361148;2026-10-14\|24.50\|-3.58\|25.40\|25.66\|24.43\|233559;2026-10-15\|23.27\|-5.02\|23.58\|23.88\|22.88\|299209;2026-10-16\|22.98\|-1.25\|23.85\|24.01\|22.75\|272846;2026-10-19\|23.02\|0.17\|22.77\|23.44\|21.75\|285552;2026-10-20\|24.08\|4.60\|23.02\|24.86\|22.70\|408512;2026-10-21\|24.29\|0.87\|24.36\|25.14\|23.90\|335765;2026-10-22\|22.79\|-6.18\|24.41\|24.55\|22.78\|336456;2026-10-23\|23.07\|1.23\|22.59\|23.13\|20.72\|425103;2026-10-26\|22.24\|-3.60\|22.93\|23.01\|22.06\|279172;2026-10-27\|21.50\|-3.33\|22.88\|23.05\|21.48\|234117;2026-10-28\|22.39\|4.14\|21.88\|22.58\|21.50\|332493;2026-10-29\|20.69\|-7.59\|22.27\|22.33\|20.61\|379393;2026-10-30\|18.70\|-9.62\|19.69\|20.45\|18.62\|520620;2026-11-02\|19.14\|2.35\|19.07\|19.54\|18.35\|404433;2026-11-03\|17.83\|-6.84\|18.75\|19.23\|17.68\|348216;2026-11-04\|19.16\|7.46\|17.83\|19.19\|16.81\|546584;2026-11-05\|19.62\|2.40\|18.60\|20.27\|18.51\|448863;2026-11-06\|18.69\|-4.74\|18.58\|19.10\|17.89\|364335
127278	海力士发布CPO技术路线图	交换机+CPO+算力+福建国资行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成5亿美元股权合作，康宁将新建三家美国工厂，美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，G.657.A2光纤价格一年飙涨650%，量价齐升验证高景气。公司原因： 1、据2026年3月28日年报，公司发布51.2T CPO交换机商用互联方案及800G/1.6T光模块，已获头部互联网客户采购，数据中心交换机2025年三季度在中国互联网行业市占率第二。 2、据2026年3月28日年报，公司战略聚焦“ICT基础设施+AI应用”，2026年将全面提速海外市场拓展，依托AI技术优势参与国际化竞争。 3、据2025年年度报告，公司最终控制人为福建省国资委，属地方国企。	国内领先的ICT应用方案提供商；控股子公司锐捷网络是国内少数几家具备高端数据中心交换机研发能力的企业，推出了应用CPO技术的数据中心交换机	2026-06-29\|17.43\|-1.53\|17.65\|17.83\|16.88\|228367;2026-06-30\|19.17\|9.98\|17.49\|19.17\|17.48\|213083;2026-07-01\|21.09\|10.02\|19.59\|21.09\|19.51\|418753;2026-07-02\|21.27\|0.85\|21.29\|22.25\|20.50\|842213;2026-07-03\|23.40\|10.01\|23.40\|23.40\|23.40\|78582;2026-07-06\|25.74\|10.00\|25.74\|25.74\|25.13\|449901;2026-07-07\|26.45\|2.76\|27.00\|28.30\|26.29\|1756529;2026-07-08\|29.10\|10.02\|27.66\|29.10\|26.90\|552698;2026-07-09\|28.96\|-0.48\|27.00\|29.20\|26.45\|1428423;2026-07-10\|27.47\|-5.14\|28.60\|29.70\|27.47\|1332079;2026-07-13\|28.99\|5.53\|27.72\|30.22\|27.72\|1533230;2026-07-14\|28.62\|-1.28\|31.00\|31.89\|27.00\|1780122;2026-07-15\|27.52\|-3.84\|28.38\|28.95\|26.69\|1465175;2026-07-16\|28.51\|3.60\|26.42\|29.30\|26.30\|1758646;2026-07-17\|29.95\|5.05\|27.92\|31.36\|27.13\|2001954;2026-07-20\|28.74\|-4.04\|30.00\|31.69\|26.99\|2038105;2026-07-21\|31.61\|9.99\|27.96\|31.61\|27.54\|2174138;2026-07-22\|34.59\|9.43\|30.16\|34.77\|30.10\|2189242;2026-07-23\|33.93\|-1.91\|35.26\|36.98\|32.50\|1736855;2026-07-24\|32.92\|-2.98\|33.02\|34.95\|32.51\|1256240;2026-07-27\|31.30\|-4.92\|32.34\|32.68\|30.00\|1310124;2026-07-28\|28.33\|-9.49\|30.15\|30.72\|28.17\|1345265;2026-07-29\|26.32\|-7.09\|28.33\|28.33\|25.50\|1368303;2026-07-30\|24.43\|-7.18\|26.40\|26.90\|24.24\|830802;2026-07-31\|26.06\|6.67\|25.94\|26.77\|25.40\|814496;2026-08-03\|24.96\|-4.22\|25.69\|27.69\|24.56\|677421;2026-08-04\|26.09\|4.53\|25.36\|26.09\|24.60\|747948;2026-08-05\|28.70\|10.00\|25.87\|28.70\|25.87\|970083;2026-08-06\|29.02\|1.11\|27.98\|29.40\|27.61\|1072316;2026-08-07\|29.60\|2.00\|28.75\|30.05\|28.35\|899349;2026-08-10\|30.03\|1.45\|29.48\|30.33\|28.87\|714286;2026-08-11\|29.95\|-0.27\|29.58\|31.12\|29.50\|788022;2026-08-12\|29.44\|-1.70\|29.90\|30.33\|29.02\|565967;2026-08-13\|32.38\|9.99\|31.00\|32.38\|30.12\|1111309;2026-08-14\|32.67\|0.90\|33.15\|34.70\|31.94\|1296613;2026-08-17\|33.91\|3.80\|33.71\|34.17\|31.81\|1250417;2026-08-18\|32.76\|-3.39\|33.77\|34.19\|31.70\|1060196;2026-08-19\|29.48\|-10.01\|31.31\|32.40\|29.48\|799443;2026-08-20\|30.15\|2.27\|29.97\|31.66\|29.40\|718050;2026-08-21\|33.17\|10.02\|30.60\|33.17\|30.35\|742346;2026-08-24\|32.08\|-3.29\|33.58\|33.79\|31.40\|943700;2026-08-25\|30.84\|-3.87\|30.89\|31.66\|30.51\|684879;2026-08-26\|30.32\|-1.69\|30.85\|31.40\|29.53\|750626;2026-08-27\|33.35\|9.99\|31.01\|33.35\|30.30\|1023615;2026-08-28\|36.69\|10.02\|33.80\|36.69\|33.40\|1148070;2026-08-31\|40.36\|10.00\|35.90\|40.36\|35.50\|1406618;2026-09-01\|39.75\|-1.51\|40.16\|41.18\|39.02\|1318987;2026-09-02\|39.83\|0.20\|39.56\|41.95\|38.36\|1357342;2026-09-03\|39.65\|-0.45\|40.63\|40.98\|38.02\|1084781;2026-09-04\|37.01\|-6.66\|39.26\|39.55\|36.60\|1209363;2026-09-07\|38.14\|3.05\|36.80\|38.67\|36.28\|1015735;2026-09-08\|37.33\|-2.12\|38.70\|39.38\|37.05\|1004774;2026-09-09\|35.81\|-4.07\|37.50\|38.09\|35.41\|1007271;2026-09-10\|35.99\|0.50\|35.80\|36.58\|35.20\|677685;2026-09-11\|34.59\|-3.89\|35.01\|35.86\|33.32\|774579;2026-09-14\|34.82\|0.66\|33.95\|35.93\|33.01\|660451;2026-09-15\|35.30\|1.38\|34.51\|36.11\|34.36\|701615;2026-09-16\|38.83\|10.00\|35.28\|38.83\|34.76\|1389190;2026-09-17\|38.20\|-1.62\|37.65\|39.60\|37.48\|1173140;2026-09-18\|38.90\|1.83\|38.18\|39.86\|37.42\|1059739;2026-09-21\|37.74\|-2.98\|38.30\|38.58\|37.13\|896770;2026-09-22\|37.72\|-0.05\|38.30\|39.08\|37.48\|895186;2026-09-23\|36.52\|-3.18\|37.98\|37.99\|36.44\|704282;2026-09-24\|36.65\|0.36\|36.80\|37.69\|36.33\|644632;2026-09-28\|32.99\|-9.99\|35.92\|36.18\|32.99\|604857;2026-09-29\|32.86\|-0.39\|31.53\|33.17\|31.52\|450483;2026-09-30\|32.60\|-0.79\|33.41\|33.58\|32.38\|330494;2026-10-08\|31.74\|-2.64\|32.53\|33.16\|31.48\|361713;2026-10-09\|31.23\|-1.61\|31.50\|31.50\|29.26\|795858;2026-10-12\|28.11\|-9.99\|30.71\|30.88\|28.11\|742120;2026-10-13\|28.41\|1.07\|27.50\|28.78\|26.67\|637760;2026-10-14\|27.95\|-1.62\|28.12\|29.05\|27.77\|415672;2026-10-15\|26.40\|-5.55\|26.86\|27.35\|26.11\|449213;2026-10-16\|25.78\|-2.35\|26.89\|27.03\|25.48\|405753;2026-10-19\|25.61\|-0.66\|25.76\|26.10\|25.00\|355555;2026-10-20\|26.65\|4.06\|25.83\|26.99\|24.76\|688228;2026-10-21\|26.78\|0.49\|27.05\|27.36\|26.53\|518997;2026-10-22\|25.70\|-4.03\|26.78\|27.15\|25.64\|499283;2026-10-23\|26.23\|2.06\|25.29\|26.45\|24.29\|560439;2026-10-26\|24.79\|-5.49\|25.96\|25.99\|24.68\|410363;2026-10-27\|23.79\|-4.03\|25.24\|25.45\|23.78\|369828;2026-10-28\|24.92\|4.75\|24.50\|25.20\|24.10\|458250;2026-10-29\|23.15\|-7.10\|24.90\|24.98\|23.10\|465397;2026-10-30\|21.62\|-6.61\|22.35\|23.06\|21.62\|436606;2026-11-02\|22.21\|2.73\|22.20\|22.50\|21.60\|406522;2026-11-03\|21.20\|-4.55\|21.80\|22.40\|21.01\|378661;2026-11-04\|22.85\|7.78\|21.25\|22.88\|20.88\|504940;2026-11-05\|23.78\|4.07\|21.99\|24.44\|21.99\|556754;2026-11-06\|22.95\|-3.49\|22.19\|23.33\|22.19\|377064
127277	海力士发布CPO技术路线图	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	2026-06-29\|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\|7.27\|1.68\|7.15\|7.34\|7.01\|205542;2026-07-15\|7.45\|2.48\|7.27\|8.00\|7.01\|327335;2026-07-16\|7.26\|-2.55\|7.29\|7.50\|7.21\|230532;2026-07-17\|6.73\|-7.30\|7.21\|7.31\|6.63\|246075;2026-07-20\|6.06\|-9.96\|6.77\|6.80\|6.06\|270595;2026-07-21\|6.12\|0.99\|6.07\|6.14\|5.51\|270851;2026-07-22\|6.00\|-1.96\|6.00\|6.20\|5.95\|148969;2026-07-23\|6.09\|1.50\|6.02\|6.12\|5.93\|131626;2026-07-24\|6.01\|-1.31\|6.03\|6.27\|5.90\|152065;2026-07-27\|6.61\|9.98\|6.01\|6.61\|5.98\|132370;2026-07-28\|7.03\|6.35\|6.86\|7.27\|6.82\|463052;2026-07-29\|6.68\|-4.98\|6.85\|7.00\|6.54\|316800;2026-07-30\|6.62\|-0.90\|6.59\|6.80\|6.56\|200864;2026-07-31\|6.93\|4.68\|6.78\|7.11\|6.71\|227519;2026-08-03\|6.95\|0.29\|6.88\|7.02\|6.85\|128258;2026-08-04\|7.10\|2.16\|7.00\|7.15\|6.91\|142311;2026-08-05\|7.20\|1.41\|7.08\|7.26\|7.05\|141241;2026-08-06\|7.59\|5.42\|7.18\|7.79\|7.14\|275662;2026-08-07\|7.65\|0.79\|7.54\|7.67\|7.41\|182181;2026-08-10\|7.95\|3.92\|7.67\|7.98\|7.55\|191071;2026-08-11\|8.03\|1.01\|7.95\|8.13\|7.85\|160126;2026-08-12\|8.83\|9.96\|8.00\|8.83\|7.99\|266547;2026-08-13\|9.71\|9.97\|8.99\|9.71\|8.50\|675858;2026-08-14\|10.68\|9.99\|10.19\|10.68\|10.19\|253789;2026-08-17\|11.75\|10.02\|11.75\|11.75\|11.75\|118591;2026-08-18\|11.19\|-4.77\|12.93\|12.93\|10.58\|1626952;2026-08-19\|10.07\|-10.01\|10.07\|10.40\|10.07\|608735;2026-08-20\|9.06\|-10.03\|9.35\|9.55\|9.06\|1006993;2026-08-21\|9.97\|10.04\|8.59\|9.97\|8.59\|1172899;2026-08-24\|10.97\|10.03\|9.97\|10.97\|9.76\|1169260;2026-08-25\|10.94\|-0.27\|10.94\|11.46\|10.35\|1178608;2026-08-26\|11.18\|2.19\|11.14\|11.72\|10.63\|1017150;2026-08-27\|10.87\|-2.77\|10.96\|11.48\|10.60\|1031414;2026-08-28\|11.02\|1.38\|10.78\|11.96\|10.60\|1515969;2026-08-31\|10.55\|-4.26\|10.80\|11.15\|10.28\|1059155;2026-09-01\|11.20\|6.16\|10.76\|11.40\|10.76\|993866;2026-09-02\|11.49\|2.59\|11.22\|12.00\|11.22\|916253;2026-09-03\|11.17\|-2.79\|11.54\|11.75\|11.09\|589536;2026-09-04\|10.54\|-5.64\|11.16\|11.38\|10.46\|596551;2026-09-07\|10.89\|3.32\|10.65\|11.40\|10.47\|686110;2026-09-08\|10.19\|-6.43\|10.85\|11.03\|10.07\|746684;2026-09-09\|10.30\|1.08\|10.25\|11.21\|10.20\|1158677;2026-09-10\|9.63\|-6.50\|10.19\|10.19\|9.53\|919078;2026-09-11\|9.18\|-4.67\|9.33\|9.47\|8.99\|546950;2026-09-14\|9.15\|-0.33\|9.21\|9.28\|8.80\|340826;2026-09-15\|9.00\|-1.64\|9.00\|9.25\|8.90\|324725;2026-09-16\|9.51\|5.67\|9.01\|9.61\|8.85\|545052;2026-09-17\|9.26\|-2.63\|9.50\|9.67\|9.22\|374978;2026-09-18\|9.67\|4.43\|9.50\|9.89\|9.37\|457817;2026-09-21\|10.19\|5.38\|9.65\|10.38\|9.64\|480723;2026-09-22\|10.07\|-1.18\|10.20\|10.35\|10.01\|421850;2026-09-23\|9.86\|-2.09\|10.05\|10.07\|9.80\|290371;2026-09-24\|9.81\|-0.51\|9.73\|10.03\|9.69\|257079;2026-09-28\|9.41\|-4.08\|9.80\|9.91\|9.35\|241289;2026-09-29\|9.34\|-0.74\|9.32\|9.64\|9.26\|198838;2026-09-30\|9.16\|-1.93\|9.53\|9.54\|9.12\|182675;2026-10-08\|9.06\|-1.09\|9.34\|9.41\|9.01\|266821;2026-10-09\|8.92\|-1.55\|9.00\|9.04\|8.55\|283264;2026-10-12\|8.64\|-3.14\|8.92\|8.93\|8.57\|163848;2026-10-13\|8.92\|3.24\|8.46\|9.15\|8.17\|316683;2026-10-14\|8.73\|-2.13\|8.90\|9.01\|8.71\|196148;2026-10-15\|8.76\|0.34\|8.48\|9.08\|8.33\|328741;2026-10-16\|8.57\|-2.17\|8.90\|8.98\|8.51\|252764;2026-10-19\|9.43\|10.04\|8.46\|9.43\|8.23\|305240;2026-10-20\|9.17\|-2.76\|9.80\|9.80\|9.05\|742584;2026-10-21\|10.09\|10.03\|9.17\|10.09\|9.05\|656878;2026-10-22\|11.10\|10.01\|10.00\|11.10\|9.70\|1345273;2026-10-23\|10.40\|-6.31\|10.19\|11.64\|9.99\|1251312;2026-10-26\|9.60\|-7.69\|10.01\|10.10\|9.50\|806109;2026-10-27\|9.65\|0.52\|9.81\|10.32\|9.58\|906718;2026-10-28\|9.58\|-0.73\|9.47\|9.84\|9.00\|792729;2026-10-29\|9.68\|1.04\|9.11\|9.98\|8.92\|931900;2026-10-30\|10.25\|5.89\|9.37\|10.65\|9.35\|1271631;2026-11-02\|10.37\|1.17\|10.20\|10.70\|9.56\|1116621;2026-11-03\|10.90\|5.11\|10.08\|11.41\|9.99\|1320999;2026-11-04\|9.82\|-9.91\|10.35\|10.44\|9.81\|1096817;2026-11-05\|9.56\|-2.65\|9.35\|9.84\|9.35\|717835;2026-11-06\|8.93\|-6.59\|9.05\|9.20\|8.90\|546464
127276	数字人民币业务运营机构总数扩容	数字货币+eSIM+央企 1、据2026年8月20日财闻报道，央行新增多家银行类数字人民币运营机构，数字货币概念持续走高；据2024年12月24日互动易，公司有数字人民币硬钱包卡及读写设备等产品并已产生相关业务收入。 2、据2025年年度报告，公司为车企和方案商提供端到端eSIM一站式解决方案，已在智能出行、跨境旅行、移动办公等场景实现规模落地。 3、据2025年年度报告，公司深耕智能卡领域二十余年，获评数字身份智能卡领域国家级“制造业单项冠军企业”，实际控制人为中国电子科技集团有限公司。	1、数字身份安全产品解决方案提供商和服务商； 2、公司适配北斗/天通的eSIM模组，支持终端直连卫星	2026-06-29\|14.44\|-1.77\|14.65\|14.72\|14.31\|112779;2026-06-30\|14.63\|1.32\|14.45\|14.70\|14.28\|96280;2026-07-01\|14.63\|0.00\|14.56\|14.86\|14.44\|108715;2026-07-02\|14.36\|-1.85\|14.64\|14.89\|14.32\|112092;2026-07-03\|14.32\|-0.28\|14.37\|14.58\|14.25\|87045;2026-07-06\|13.88\|-3.07\|14.33\|14.38\|13.81\|107550;2026-07-07\|13.45\|-3.10\|13.84\|13.90\|13.43\|102617;2026-07-08\|13.59\|1.04\|13.50\|13.78\|13.35\|121413;2026-07-09\|13.49\|-0.74\|13.43\|13.59\|12.98\|120931;2026-07-10\|13.67\|1.33\|13.45\|14.13\|13.29\|117980;2026-07-13\|12.91\|-5.56\|13.65\|13.78\|12.88\|115567;2026-07-14\|12.92\|0.08\|12.91\|13.06\|12.59\|101829;2026-07-15\|12.97\|0.39\|12.88\|13.19\|12.85\|80510;2026-07-16\|12.97\|0.00\|12.89\|13.27\|12.81\|96350;2026-07-17\|12.39\|-4.47\|13.03\|13.11\|12.30\|118299;2026-07-20\|12.45\|0.48\|12.39\|12.94\|12.24\|163732;2026-07-21\|12.84\|3.13\|12.48\|12.99\|12.34\|220248;2026-07-22\|12.46\|-2.96\|12.79\|12.83\|12.38\|148857;2026-07-23\|12.64\|1.44\|12.38\|12.71\|12.30\|116938;2026-07-24\|12.30\|-2.69\|12.47\|12.70\|12.30\|108820;2026-07-27\|12.93\|5.12\|12.31\|12.96\|12.21\|159286;2026-07-28\|13.05\|0.93\|12.76\|13.32\|12.72\|145931;2026-07-29\|13.30\|1.92\|13.05\|13.39\|12.92\|143011;2026-07-30\|13.38\|0.60\|13.26\|13.66\|13.17\|155551;2026-07-31\|13.61\|1.72\|13.42\|13.78\|13.40\|171440;2026-08-03\|13.90\|2.13\|13.51\|14.00\|13.51\|135988;2026-08-04\|14.02\|0.86\|13.96\|14.25\|13.94\|143500;2026-08-05\|14.00\|-0.14\|13.93\|14.24\|13.89\|157343;2026-08-06\|14.50\|3.57\|13.94\|14.84\|13.88\|323563;2026-08-07\|13.97\|-3.66\|14.24\|14.26\|13.65\|274924;2026-08-10\|13.84\|-0.93\|13.90\|13.97\|13.60\|145220;2026-08-11\|13.87\|0.22\|13.81\|14.07\|13.71\|105467;2026-08-12\|13.95\|0.58\|13.83\|13.99\|13.80\|87114;2026-08-13\|13.72\|-1.65\|13.95\|14.15\|13.70\|98755;2026-08-14\|13.68\|-0.29\|13.72\|13.96\|13.56\|82001;2026-08-17\|13.75\|0.51\|13.67\|13.75\|13.47\|98188;2026-08-18\|13.52\|-1.67\|13.73\|13.74\|13.35\|90485;2026-08-19\|12.79\|-5.40\|13.38\|13.45\|12.75\|107847;2026-08-20\|13.21\|3.28\|12.87\|13.50\|12.81\|114801;2026-08-21\|14.53\|9.99\|13.42\|14.53\|13.42\|330645;2026-08-24\|15.98\|9.98\|15.24\|15.98\|15.09\|432114;2026-08-25\|16.95\|6.07\|15.39\|17.27\|15.23\|968524;2026-08-26\|16.48\|-2.77\|16.00\|16.76\|15.66\|735660;2026-08-27\|16.75\|1.64\|16.37\|17.18\|16.20\|714994;2026-08-28\|16.19\|-3.34\|16.66\|16.77\|16.19\|533222;2026-08-31\|15.87\|-1.98\|15.93\|16.28\|15.52\|374072;2026-09-01\|16.50\|3.97\|15.88\|16.90\|15.66\|529956;2026-09-02\|16.92\|2.55\|16.14\|17.29\|15.88\|751947;2026-09-03\|16.47\|-2.66\|16.55\|17.07\|16.35\|508933;2026-09-04\|17.06\|3.58\|16.62\|17.95\|16.62\|726708;2026-09-07\|16.35\|-4.16\|16.63\|16.82\|16.20\|540473;2026-09-08\|17.12\|4.71\|16.49\|17.99\|16.36\|631525;2026-09-09\|16.44\|-3.97\|17.14\|17.26\|16.40\|518618;2026-09-10\|15.50\|-5.72\|16.07\|16.17\|15.45\|352532;2026-09-11\|14.86\|-4.13\|15.20\|15.28\|14.55\|288326;2026-09-14\|14.58\|-1.88\|14.89\|14.98\|14.45\|202175;2026-09-15\|14.34\|-1.65\|14.70\|14.94\|14.30\|205301;2026-09-16\|14.40\|0.42\|14.29\|14.51\|14.10\|172043;2026-09-17\|14.10\|-2.08\|14.25\|14.45\|14.06\|150622;2026-09-18\|14.22\|0.85\|14.30\|14.30\|14.10\|150880;2026-09-21\|15.01\|5.56\|14.49\|15.15\|14.34\|348720;2026-09-22\|14.94\|-0.47\|15.06\|15.37\|14.89\|267323;2026-09-23\|14.46\|-3.21\|14.88\|14.89\|14.40\|166371;2026-09-24\|14.20\|-1.80\|14.46\|14.50\|14.18\|110713;2026-09-28\|13.75\|-3.17\|14.22\|14.22\|13.65\|112015;2026-09-29\|13.86\|0.80\|13.76\|13.98\|13.65\|78075;2026-09-30\|13.79\|-0.51\|13.93\|13.98\|13.74\|68448;2026-10-08\|13.62\|-1.23\|13.83\|13.94\|13.51\|79974;2026-10-09\|14.03\|3.01\|13.54\|14.05\|13.23\|134689;2026-10-12\|13.77\|-1.85\|14.04\|14.05\|13.65\|79930;2026-10-13\|13.94\|1.23\|13.50\|14.08\|13.38\|111724;2026-10-14\|13.65\|-2.08\|13.90\|13.94\|13.58\|71289;2026-10-15\|13.28\|-2.71\|13.32\|13.62\|13.22\|81391;2026-10-16\|13.37\|0.68\|13.55\|13.69\|13.20\|91997;2026-10-19\|13.41\|0.30\|13.30\|13.55\|13.20\|74221;2026-10-20\|13.51\|0.75\|13.31\|13.54\|13.24\|70229;2026-10-21\|13.61\|0.74\|13.52\|13.78\|13.50\|89847;2026-10-22\|13.12\|-3.60\|13.62\|13.72\|13.12\|85348;2026-10-23\|13.49\|2.82\|12.90\|13.55\|12.47\|145949;2026-10-26\|13.31\|-1.33\|13.36\|13.54\|13.24\|65787;2026-10-27\|12.80\|-3.83\|13.49\|13.55\|12.79\|86122;2026-10-28\|12.86\|0.47\|12.84\|13.00\|12.64\|79566;2026-10-29\|12.58\|-2.18\|12.87\|12.92\|12.55\|79357;2026-10-30\|11.84\|-5.88\|12.36\|12.56\|11.83\|118990;2026-11-02\|12.49\|5.49\|11.89\|12.56\|11.85\|147180;2026-11-03\|12.26\|-1.84\|12.39\|12.58\|12.18\|96129;2026-11-04\|12.48\|1.79\|12.26\|12.53\|12.07\|122722;2026-11-05\|12.75\|2.16\|12.39\|12.85\|12.35\|110784;2026-11-06\|12.43\|-2.51\|12.27\|12.67\|12.21\|86168
127275	莫德纳&默沙东宣布全球首个mRNA癌症疫苗三期成功	CRO+重组蛋白+AI医药行业原因： 1、2026年上半年，中国创新药License-out出海总金额约997亿美元，约为2024年全年的2倍。百济神州上调全年经营业绩预测，荣昌生物、信达生物的业绩大幅向好。 2、据兴业证券8月3日研报，海外大药企面临专利悬崖，中国创新药竞争力持续提升，BD出海高景气有望延续，板块正从“估值驱动”转向“业绩+全球化兑现驱动”。公司原因： 1、据2025年半年度报告，公司为生物药、疫苗、体外诊断企业及科研院所提供重组蛋白、抗体及mRNA相关定制化CRO服务。 2、据2025年年度报告，公司自主研发了23项核心技术并形成7大综合性技术平台，具备mRNA疫苗原料酶、诊断原料、细胞因子等规模化生产能力，主营业务为重组蛋白产品的研发、生产和销售。 3、据2026年6月30日投资者关系活动记录表，公司大力推动AI+高通量技术平台建设与优化迭代，持续推进合成生物学技术平台建设与产业化落地。	国内重组蛋白解决方案专家、领先的mRNA应用服务商；公司整合AlphaFold等AI工具与自研机器学习系统，用于蛋白质设计、改造及表达，推动AI在生命科学领域的应用	2026-06-29\|36.25\|7.66\|34.39\|36.46\|33.30\|12739;2026-06-30\|36.00\|-0.69\|37.14\|39.44\|35.38\|16278;2026-07-01\|37.50\|4.17\|35.99\|37.86\|34.89\|14095;2026-07-02\|38.24\|1.97\|36.56\|39.99\|36.56\|17736;2026-07-03\|38.63\|1.02\|38.60\|39.29\|37.31\|12672;2026-07-06\|38.91\|0.72\|38.79\|40.54\|37.86\|17923;2026-07-07\|38.14\|-1.98\|38.41\|38.95\|37.61\|15140;2026-07-08\|36.86\|-3.36\|38.12\|38.45\|36.82\|9089;2026-07-09\|37.27\|1.11\|36.55\|37.99\|36.31\|7467;2026-07-10\|39.00\|4.64\|37.20\|39.93\|36.62\|15227;2026-07-13\|39.00\|0.00\|39.98\|42.00\|38.58\|17281;2026-07-14\|40.03\|2.64\|38.99\|40.18\|37.55\|13841;2026-07-15\|40.00\|-0.07\|39.95\|41.50\|39.13\|18261;2026-07-16\|39.93\|-0.17\|39.88\|40.87\|39.02\|11567;2026-07-17\|36.75\|-7.96\|39.76\|39.88\|36.07\|18740;2026-07-20\|36.65\|-0.27\|36.10\|38.56\|35.98\|12172;2026-07-21\|35.70\|-2.59\|36.66\|37.30\|34.10\|12115;2026-07-22\|35.62\|-0.22\|35.71\|36.95\|35.11\|8375;2026-07-23\|35.23\|-1.09\|35.69\|35.90\|34.81\|6638;2026-07-24\|34.01\|-3.46\|34.80\|35.40\|34.01\|5384;2026-07-27\|34.51\|1.47\|33.90\|35.49\|33.20\|6147;2026-07-28\|34.19\|-0.93\|34.78\|35.53\|34.13\|5469;2026-07-29\|34.76\|1.67\|34.50\|35.05\|33.93\|5859;2026-07-30\|34.55\|-0.60\|34.76\|35.63\|34.16\|6825;2026-07-31\|35.23\|1.97\|34.59\|35.68\|34.52\|6948;2026-08-03\|35.46\|0.65\|35.23\|35.71\|34.99\|5002;2026-08-04\|40.53\|14.30\|35.98\|41.56\|35.98\|30741;2026-08-05\|39.61\|-2.27\|39.73\|40.99\|38.99\|20485;2026-08-06\|38.93\|-1.72\|40.07\|40.20\|38.68\|10475;2026-08-07\|46.72\|20.01\|38.80\|46.72\|38.56\|39262;2026-08-10\|54.90\|17.51\|48.99\|56.06\|48.48\|79647;2026-08-11\|56.50\|2.91\|54.26\|62.30\|52.00\|79031;2026-08-12\|53.33\|-5.61\|56.29\|57.49\|53.08\|60178;2026-08-13\|64.00\|20.01\|52.93\|64.00\|52.01\|72828;2026-08-14\|69.58\|8.72\|63.44\|71.00\|61.20\|95619;2026-08-17\|68.43\|-1.65\|64.50\|69.20\|62.32\|76045;2026-08-18\|59.99\|-12.33\|66.94\|67.88\|59.51\|75186;2026-08-19\|56.24\|-6.25\|59.99\|62.33\|54.80\|71747;2026-08-20\|67.49\|20.00\|67.49\|67.49\|67.49\|23113;2026-08-21\|80.99\|20.00\|66.07\|80.99\|66.07\|105733;2026-08-24\|75.49\|-6.79\|77.75\|81.93\|72.99\|73540;2026-08-25\|83.52\|10.64\|74.00\|87.00\|71.00\|75776;2026-08-26\|83.99\|0.56\|81.99\|90.90\|77.95\|75974;2026-08-27\|82.65\|-1.60\|80.99\|83.99\|77.70\|69510;2026-08-28\|73.32\|-11.29\|78.00\|79.88\|73.15\|63805;2026-08-31\|68.77\|-6.21\|72.00\|72.00\|65.55\|52758;2026-09-01\|72.49\|5.41\|69.50\|73.78\|69.00\|57097;2026-09-02\|72.72\|0.32\|74.47\|76.66\|71.01\|61205;2026-09-03\|63.77\|-12.31\|70.30\|72.41\|59.82\|55067;2026-09-04\|62.15\|-2.54\|63.80\|64.80\|59.00\|44875;2026-09-07\|61.57\|-0.93\|61.00\|63.32\|60.99\|40174;2026-09-08\|71.01\|15.33\|61.00\|73.88\|59.50\|91625;2026-09-09\|71.65\|0.90\|67.32\|75.05\|67.32\|89234;2026-09-10\|69.67\|-2.76\|70.00\|73.88\|65.20\|62035;2026-09-11\|64.00\|-8.14\|67.99\|71.80\|62.99\|55204;2026-09-14\|76.80\|20.00\|65.33\|76.80\|62.51\|91085;2026-09-15\|77.10\|0.39\|80.61\|83.99\|76.79\|102227;2026-09-16\|84.00\|8.95\|77.90\|89.25\|73.11\|91499;2026-09-17\|99.75\|18.75\|85.91\|100.80\|85.26\|108099;2026-09-18\|99.03\|-0.72\|100.86\|112.00\|95.55\|104435;2026-09-21\|118.84\|20.00\|103.98\|118.84\|103.98\|97701;2026-09-22\|124.50\|4.76\|118.31\|129.54\|115.80\|122906;2026-09-23\|122.84\|-1.33\|119.01\|130.07\|119.01\|89508;2026-09-24\|125.25\|1.96\|122.51\|129.23\|121.01\|80430;2026-09-28\|128.08\|2.26\|126.10\|135.61\|123.36\|84874;2026-09-29\|141.35\|10.36\|123.38\|148.88\|115.27\|107778;2026-09-30\|160.39\|13.47\|135.70\|168.03\|132.50\|104284;2026-10-08\|150.00\|-6.48\|152.00\|155.00\|139.01\|83464;2026-10-09\|161.18\|7.45\|148.00\|161.95\|138.69\|87942;2026-10-12\|146.97\|-8.82\|156.00\|167.88\|139.88\|75630;2026-10-13\|137.16\|-6.67\|140.00\|145.37\|133.08\|71901;2026-10-14\|143.20\|4.40\|136.00\|146.99\|133.33\|66151;2026-10-15\|151.18\|5.57\|141.10\|156.55\|140.81\|75832;2026-10-16\|139.41\|-7.79\|149.99\|159.99\|137.56\|81819;2026-10-19\|132.34\|-5.07\|136.00\|142.47\|123.80\|77162;2026-10-20\|130.31\|-1.53\|132.00\|135.08\|124.20\|60504;2026-10-21\|133.50\|2.45\|134.42\|136.83\|126.68\|64989;2026-10-22\|106.80\|-20.00\|131.00\|133.00\|106.80\|85025;2026-10-23\|107.00\|0.19\|98.42\|109.70\|95.12\|85354;2026-10-26\|121.00\|13.08\|103.25\|126.28\|103.02\|95504;2026-10-27\|106.00\|-12.40\|118.53\|118.76\|106.00\|71531;2026-10-28\|127.20\|20.00\|106.12\|127.20\|104.00\|94360;2026-10-29\|129.50\|1.81\|131.56\|144.98\|128.50\|103167;2026-10-30\|150.80\|16.45\|128.14\|154.10\|123.51\|111161;2026-11-02\|154.50\|2.45\|146.62\|155.55\|135.08\|95688;2026-11-03\|135.00\|-12.62\|145.10\|152.00\|131.60\|77836;2026-11-04\|146.40\|8.44\|133.65\|150.58\|129.10\|85940;2026-11-05\|146.00\|-0.27\|147.88\|152.80\|141.41\|89310;2026-11-06\|126.60\|-13.29\|133.00\|139.00\|125.55\|73043
127274	世界机器人大会开幕	机器人轻量化+液冷散热+汽车轻量化+定增获批 1、据2026年7月3日向特定对象发行股票募集说明书，公司拟规划“机器人轻量化关节与结构系统产品开发”“高散热液冷散热器新产品开发及产业化”等研发课题，前瞻布局人形机器人及液冷散热赛道。 2、据2026年7月3日公告，公司向特定对象发行股票申请获得中国证监会同意注册批复，募投项目涉及汽车轻量化产能扩充及新兴领域研发。 3、据2026年4月27日业绩说明会，公司正积极向汽车一级供应商战略转型，已取得多个定点项目，提供防撞梁、门槛梁、副车架、横梁等轻量化总成及解决方案。	华南地区最具规模的汽车轻量化铝基新材料企业，前瞻布局人形机器人、低空飞行器、液冷散热器等新兴赛道	2026-06-29\|22.10\|0.64\|21.96\|22.32\|20.87\|57799;2026-06-30\|22.06\|-0.18\|22.49\|23.28\|21.70\|52188;2026-07-01\|21.86\|-0.91\|21.87\|22.28\|21.53\|42879;2026-07-02\|23.13\|5.81\|21.88\|23.60\|21.76\|69832;2026-07-03\|25.44\|9.99\|23.56\|25.44\|22.98\|71150;2026-07-06\|23.94\|-5.90\|25.47\|25.80\|23.89\|71542;2026-07-07\|22.55\|-5.81\|23.61\|24.44\|22.41\|46251;2026-07-08\|21.70\|-3.77\|22.80\|22.80\|21.66\|29648;2026-07-09\|21.31\|-1.80\|21.43\|21.69\|20.55\|29930;2026-07-10\|21.24\|-0.33\|21.31\|21.88\|20.91\|44254;2026-07-13\|20.07\|-5.51\|21.34\|21.41\|20.05\|34321;2026-07-14\|20.14\|0.35\|19.93\|20.38\|19.64\|48677;2026-07-15\|20.44\|1.49\|20.20\|21.26\|19.99\|42126;2026-07-16\|20.47\|0.15\|20.31\|21.20\|20.05\|33029;2026-07-17\|20.03\|-2.15\|20.69\|20.98\|19.40\|36838;2026-07-20\|19.11\|-4.59\|19.36\|20.18\|18.84\|62443;2026-07-21\|19.05\|-0.31\|18.86\|19.25\|18.18\|46656;2026-07-22\|18.98\|-0.37\|19.01\|19.59\|18.81\|26789;2026-07-23\|19.57\|3.11\|19.02\|19.62\|18.92\|46262;2026-07-24\|18.94\|-3.22\|19.32\|19.73\|18.88\|33641;2026-07-27\|19.80\|4.54\|18.62\|19.80\|18.54\|26254;2026-07-28\|19.60\|-1.01\|19.51\|19.91\|19.17\|28659;2026-07-29\|20.09\|2.50\|19.60\|20.24\|19.50\|38030;2026-07-30\|19.57\|-2.59\|19.90\|20.33\|19.52\|34970;2026-07-31\|20.26\|3.53\|19.91\|20.40\|19.81\|29658;2026-08-03\|20.57\|1.53\|20.20\|20.68\|19.91\|30269;2026-08-04\|20.75\|0.88\|20.57\|20.88\|20.39\|26589;2026-08-05\|21.14\|1.88\|20.70\|21.14\|20.65\|34094;2026-08-06\|20.96\|-0.85\|21.14\|21.36\|20.60\|34766;2026-08-07\|21.03\|0.33\|20.87\|21.13\|20.56\|33142;2026-08-10\|21.56\|2.52\|21.04\|21.63\|21.02\|29178;2026-08-11\|21.19\|-1.72\|21.48\|21.53\|21.16\|29621;2026-08-12\|21.41\|1.04\|21.20\|21.65\|21.11\|23932;2026-08-13\|21.18\|-1.07\|21.41\|22.18\|21.12\|36893;2026-08-14\|23.30\|10.01\|21.14\|23.30\|21.01\|60460;2026-08-17\|22.77\|-2.27\|23.40\|23.45\|22.11\|119951;2026-08-18\|24.05\|5.62\|22.66\|24.57\|22.21\|149550;2026-08-19\|22.10\|-8.11\|23.92\|23.95\|22.00\|105880;2026-08-20\|21.92\|-0.81\|22.43\|22.43\|21.65\|58544;2026-08-21\|24.11\|9.99\|21.80\|24.11\|21.68\|118650;2026-08-24\|23.78\|-1.37\|24.04\|24.24\|23.42\|115320;2026-08-25\|23.69\|-0.38\|23.70\|23.85\|23.07\|64734;2026-08-26\|24.84\|4.85\|23.91\|24.98\|23.69\|134897;2026-08-27\|24.44\|-1.61\|24.30\|24.75\|23.62\|101406;2026-08-28\|24.52\|0.33\|24.16\|24.70\|24.03\|80004;2026-08-31\|24.43\|-0.37\|24.21\|24.47\|23.86\|49838;2026-09-01\|23.95\|-1.96\|24.43\|24.55\|23.89\|49251;2026-09-02\|23.37\|-2.42\|23.70\|23.77\|23.00\|44697;2026-09-03\|24.35\|4.19\|23.50\|24.75\|23.05\|88307;2026-09-04\|26.15\|7.39\|24.56\|26.70\|24.36\|141846;2026-09-07\|28.77\|10.02\|26.30\|28.77\|26.15\|155167;2026-09-08\|30.17\|4.87\|29.27\|30.29\|28.83\|152910;2026-09-09\|30.51\|1.13\|30.18\|32.19\|30.00\|160736;2026-09-10\|30.65\|0.46\|30.80\|31.54\|30.21\|87148;2026-09-11\|30.53\|-0.39\|30.70\|30.70\|28.90\|95460;2026-09-14\|30.58\|0.16\|30.53\|30.72\|29.69\|52654;2026-09-15\|29.80\|-2.55\|30.58\|30.65\|29.50\|66482;2026-09-16\|31.66\|6.24\|29.85\|32.09\|29.84\|78017;2026-09-17\|31.21\|-1.42\|31.66\|32.19\|31.00\|57004;2026-09-18\|31.47\|0.83\|31.63\|31.85\|31.05\|54683;2026-09-21\|32.10\|2.00\|31.70\|32.19\|31.10\|50836;2026-09-22\|31.66\|-1.37\|31.90\|32.31\|31.43\|44584;2026-09-23\|31.61\|-0.16\|31.63\|31.88\|31.11\|34379;2026-09-24\|31.00\|-1.93\|31.90\|31.90\|30.80\|30603;2026-09-28\|30.64\|-1.16\|31.00\|31.28\|30.32\|36800;2026-09-29\|31.08\|1.44\|31.26\|31.56\|30.45\|29806;2026-09-30\|30.94\|-0.45\|31.10\|32.50\|30.79\|61978;2026-10-08\|31.95\|3.26\|30.81\|32.16\|30.20\|60930;2026-10-09\|29.20\|-8.61\|31.97\|32.16\|28.76\|99906;2026-10-12\|28.86\|-1.16\|29.16\|29.41\|28.35\|60863;2026-10-13\|29.33\|1.63\|28.40\|29.36\|27.99\|37535;2026-10-14\|28.10\|-4.19\|29.14\|29.39\|28.05\|33864;2026-10-15\|27.48\|-2.21\|27.30\|28.29\|26.79\|41247;2026-10-16\|27.89\|1.49\|27.84\|28.79\|27.57\|36105;2026-10-19\|28.10\|0.75\|27.49\|28.50\|27.10\|44093;2026-10-20\|29.19\|3.88\|28.42\|29.36\|28.13\|42400;2026-10-21\|28.84\|-1.20\|29.51\|29.51\|28.51\|36117;2026-10-22\|28.40\|-1.53\|28.70\|29.42\|27.79\|43784;2026-10-23\|31.24\|10.00\|28.15\|31.24\|26.71\|90803;2026-10-26\|30.73\|-1.63\|31.96\|33.73\|30.62\|109201;2026-10-27\|27.66\|-9.99\|31.10\|31.41\|27.66\|88410;2026-10-28\|28.22\|2.02\|27.44\|28.62\|26.46\|73927;2026-10-29\|27.83\|-1.38\|27.89\|28.85\|27.66\|36925;2026-10-30\|27.18\|-2.34\|27.20\|28.65\|26.94\|53926;2026-11-02\|26.72\|-1.69\|27.16\|27.50\|25.75\|48619;2026-11-03\|25.67\|-3.93\|26.59\|26.83\|25.57\|35989;2026-11-04\|27.90\|8.69\|25.67\|28.14\|24.44\|78360;2026-11-05\|28.03\|0.47\|27.40\|29.77\|27.01\|78524;2026-11-06\|27.07\|-3.42\|27.00\|27.65\|25.63\|75481
127273	现货黄金涨破4500美元关口	白银+黄金+多金属综合+锂电材料行业原因： 1、美国财政部宣布将较长期限国债回购操作规模至少提高一倍，推动美债收益率与美元指数大幅走低，国际金价突破每盎司4500美元。 2、美国7月CPI与PPI数据同步降温，通胀增速全面放缓强化了市场对加息预期回落的判断，为贵金属价格反弹提供了宏观支撑。公司原因： 1、据2025年年报修订稿，公司具有年产金50吨、白银800吨的生产能力，2025年生产黄金26502千克、白银591.6吨；据2025年年报修订稿，公司全资公司第一黄金公司拥有黄金资源量约1157.3吨。 2、据2025年年报修订稿，公司参股的甘肃德福新材料公司已形成7万吨高档电解铜箔产能，参股的白银时代瑞象公司一期2万吨磷酸锰铁锂正极材料项目已建成投产。 3、据2025年年报修订稿，公司是我国多品种有色金属综合生产基地，具有年产铜40万吨、铅锌40万吨的生产能力，具备铜、铅、锌、金、银等多品种综合发展的独特优势。	公司是我国多品种有色金属综合生产基地，具有年产白银500吨的生产能力，有年产金15吨的生产能力	2026-06-29\|5.09\|0.99\|5.03\|5.19\|4.97\|1258489;2026-06-30\|5.08\|-0.20\|5.00\|5.10\|4.95\|924144;2026-07-01\|5.07\|-0.20\|5.07\|5.17\|5.02\|1084812;2026-07-02\|5.12\|0.99\|5.13\|5.27\|5.06\|1530928;2026-07-03\|5.18\|1.17\|5.29\|5.45\|5.15\|2090336;2026-07-06\|5.25\|1.35\|5.18\|5.70\|5.13\|3868043;2026-07-07\|4.89\|-6.86\|5.04\|5.11\|4.88\|2454416;2026-07-08\|4.80\|-1.84\|4.85\|4.97\|4.77\|1426296;2026-07-09\|4.84\|0.83\|4.69\|4.86\|4.59\|1593378;2026-07-10\|4.94\|2.07\|4.88\|5.06\|4.77\|1437191;2026-07-13\|4.58\|-7.29\|4.83\|4.83\|4.56\|1395213;2026-07-14\|4.79\|4.59\|4.53\|4.80\|4.48\|1439862;2026-07-15\|4.69\|-2.09\|4.80\|4.83\|4.66\|1021351;2026-07-16\|4.73\|0.85\|4.64\|4.88\|4.61\|1320351;2026-07-17\|4.47\|-5.50\|4.68\|4.69\|4.40\|1485138;2026-07-20\|4.48\|0.22\|4.51\|4.68\|4.39\|1461554;2026-07-21\|4.66\|4.02\|4.47\|4.67\|4.38\|1487271;2026-07-22\|4.80\|3.00\|4.68\|4.90\|4.65\|1671350;2026-07-23\|4.98\|3.75\|4.80\|5.16\|4.76\|1878615;2026-07-24\|4.62\|-7.23\|4.73\|4.79\|4.60\|1570924;2026-07-27\|4.87\|5.41\|4.75\|4.88\|4.71\|1699415;2026-07-28\|4.78\|-1.85\|4.76\|4.87\|4.72\|1040002;2026-07-29\|4.90\|2.51\|4.76\|4.97\|4.70\|1224520;2026-07-30\|4.81\|-1.84\|4.94\|5.01\|4.76\|1291693;2026-07-31\|4.99\|3.74\|4.85\|5.05\|4.85\|1512142;2026-08-03\|5.07\|1.60\|4.99\|5.08\|4.87\|1149548;2026-08-04\|5.15\|1.58\|5.05\|5.16\|5.05\|1043336;2026-08-05\|5.47\|6.21\|5.21\|5.47\|5.16\|1940119;2026-08-06\|5.44\|-0.55\|5.66\|5.68\|5.30\|2793869;2026-08-07\|5.63\|3.49\|5.42\|5.64\|5.33\|2390573;2026-08-10\|5.90\|4.80\|5.68\|5.99\|5.55\|2818536;2026-08-11\|5.83\|-1.19\|5.99\|6.48\|5.81\|5031278;2026-08-12\|5.78\|-0.86\|5.89\|5.94\|5.65\|2923897;2026-08-13\|5.49\|-5.02\|5.75\|5.84\|5.49\|2288172;2026-08-14\|5.44\|-0.91\|5.44\|5.49\|5.31\|1289588;2026-08-17\|5.67\|4.23\|5.58\|5.68\|5.51\|1576696;2026-08-18\|5.60\|-1.23\|5.69\|5.73\|5.52\|1206591;2026-08-19\|5.40\|-3.57\|5.47\|5.58\|5.38\|1120338;2026-08-20\|5.54\|2.59\|5.66\|5.84\|5.45\|2231772;2026-08-21\|6.09\|9.93\|5.64\|6.09\|5.56\|3364711;2026-08-24\|6.70\|10.02\|6.53\|6.70\|6.47\|2185800;2026-08-25\|6.58\|-1.79\|7.13\|7.13\|6.45\|6886997;2026-08-26\|7.24\|10.03\|6.56\|7.24\|6.42\|5833919;2026-08-27\|7.20\|-0.55\|7.00\|7.54\|7.00\|6989864;2026-08-28\|7.63\|5.97\|7.20\|7.68\|6.94\|6943498;2026-08-31\|6.87\|-9.96\|6.90\|7.07\|6.87\|3758439;2026-09-01\|6.74\|-1.89\|6.78\|6.91\|6.67\|3545114;2026-09-02\|6.66\|-1.19\|6.45\|6.68\|6.25\|3877904;2026-09-03\|7.33\|10.06\|6.67\|7.33\|6.67\|5886155;2026-09-04\|7.30\|-0.41\|7.54\|7.55\|7.23\|5191433;2026-09-07\|7.00\|-4.11\|7.08\|7.20\|6.93\|3190719;2026-09-08\|7.11\|1.57\|7.19\|7.35\|7.03\|3840232;2026-09-09\|7.09\|-0.28\|6.99\|7.14\|6.74\|4318017;2026-09-10\|6.81\|-3.95\|7.09\|7.25\|6.75\|2932568;2026-09-11\|6.44\|-5.43\|6.35\|6.50\|6.16\|3338658;2026-09-14\|6.24\|-3.11\|6.20\|6.37\|6.20\|1861579;2026-09-15\|6.18\|-0.96\|6.19\|6.30\|6.10\|1361374;2026-09-16\|6.41\|3.72\|6.20\|6.44\|6.16\|1878951;2026-09-17\|6.06\|-5.46\|6.25\|6.41\|6.01\|2563789;2026-09-18\|6.29\|3.80\|6.30\|6.40\|6.06\|2736627;2026-09-21\|6.17\|-1.91\|6.20\|6.33\|6.14\|2102456;2026-09-22\|6.09\|-1.30\|6.18\|6.21\|6.07\|1663286;2026-09-23\|6.04\|-0.82\|6.19\|6.29\|6.02\|1749744;2026-09-24\|5.79\|-4.14\|5.86\|5.89\|5.77\|1541509;2026-09-28\|5.49\|-5.18\|5.60\|5.64\|5.43\|1352450;2026-09-29\|5.61\|2.19\|5.36\|5.63\|5.35\|1256094;2026-09-30\|5.65\|0.71\|5.63\|5.69\|5.58\|864469;2026-10-08\|5.57\|-1.42\|5.57\|5.68\|5.52\|845446;2026-10-09\|5.73\|2.87\|5.64\|5.75\|5.48\|1507635;2026-10-12\|5.40\|-5.76\|5.78\|5.78\|5.39\|1386630;2026-10-13\|5.46\|1.11\|5.29\|5.52\|5.18\|1068667;2026-10-14\|5.35\|-2.01\|5.39\|5.49\|5.32\|700449;2026-10-15\|5.14\|-3.93\|5.20\|5.30\|5.10\|1017064;2026-10-16\|5.26\|2.33\|5.28\|5.39\|5.20\|1209921;2026-10-19\|5.23\|-0.57\|5.21\|5.28\|5.13\|722790;2026-10-20\|5.18\|-0.96\|5.13\|5.22\|5.09\|699558;2026-10-21\|5.20\|0.39\|5.18\|5.27\|5.16\|657259;2026-10-22\|4.97\|-4.42\|5.16\|5.18\|4.92\|1047561;2026-10-23\|4.98\|0.20\|4.81\|4.99\|4.69\|1099164;2026-10-26\|4.83\|-3.01\|4.93\|4.96\|4.77\|782933;2026-10-27\|4.73\|-2.07\|4.87\|4.92\|4.72\|694108;2026-10-28\|4.74\|0.21\|4.83\|4.85\|4.68\|771682;2026-10-29\|4.61\|-2.74\|4.74\|4.77\|4.60\|733623;2026-10-30\|4.56\|-1.08\|4.52\|4.72\|4.50\|1224475;2026-11-02\|4.60\|0.88\|4.56\|4.61\|4.44\|1055443;2026-11-03\|4.62\|0.43\|4.66\|4.85\|4.59\|1829052;2026-11-04\|5.08\|9.96\|4.65\|5.08\|4.55\|3325515;2026-11-05\|5.17\|1.77\|5.23\|5.30\|5.08\|3362555;2026-11-06\|4.94\|-4.45\|4.97\|5.10\|4.93\|1957039

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