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
119899	港股大模型概念股集体大涨	视觉AI+多模态大模型+机器人概念 1、据2026年6月9日证券日报报道，格灵深瞳CEO吴一洲阐述公司“2+X”战略新范式，强调从项目交付转向AI原生产品体系，推动视觉AI能力跨场景复制；公司新一代视觉基础模型Glint-MVT v2.0已实现图像与视频统一编码处理，在全帧率分析下效率提升5倍，显著降低运行成本。 2、据2026年4月25日年报，公司专注于计算机视觉、多模态大模型与机器人技术融合，自主研发的多模态大模型作为机器人“大脑”向具身智能靠拢，机器人虚拟示教及遥感技术已应用于轨交运维等工业检测场景。 3、据2026年4月25日年报及2026年一季报，公司2025年营收同比增长32.61%，2026年一季度营收同比增长170.87%，显示战略转型初显成效。	公司深耕视觉算法与多模态大模型，致力于推动AI在真实业务场景中的规模化应用，专注于将先进的计算机视觉、多模态大模型、大数据分析和机器人等技术与应用场景深度融合，构建了从模型算法、AI基础设施产品到解决方案服务的端到端体系，已将实时定位与建图、机械臂视觉反馈、机器人路径规划等具身智能技术运用于工业检测机器人，室内定位精度达毫米级，机器人可实现1m/s无碰撞运动	2026-05-08\|16.54\|4.03\|16.00\|16.92\|15.93\|91723;2026-05-11\|16.66\|0.73\|16.52\|16.92\|16.25\|78164;2026-05-12\|16.77\|0.66\|16.69\|17.11\|16.46\|81500;2026-05-13\|17.31\|3.22\|16.78\|17.80\|16.42\|107479;2026-05-14\|17.18\|-0.75\|17.30\|17.61\|17.00\|82788;2026-05-15\|16.99\|-1.11\|17.25\|17.48\|16.85\|58400;2026-05-18\|17.77\|4.59\|16.89\|18.02\|16.80\|93642;2026-05-19\|17.86\|0.51\|17.77\|18.43\|17.40\|68403;2026-05-20\|17.26\|-3.36\|17.40\|17.70\|16.92\|116619;2026-05-21\|16.23\|-5.97\|17.26\|17.50\|16.16\|121972;2026-05-22\|18.05\|11.21\|16.23\|19.46\|16.04\|263891;2026-05-25\|17.95\|-0.55\|18.03\|18.64\|17.68\|179059;2026-05-26\|17.55\|-2.23\|17.78\|18.23\|17.27\|136488;2026-05-27\|16.95\|-3.42\|17.55\|17.57\|16.83\|99169;2026-05-28\|16.94\|-0.06\|16.98\|17.43\|16.61\|93274;2026-05-29\|15.49\|-8.56\|16.90\|17.18\|15.38\|112947;2026-06-01\|15.80\|2.00\|15.44\|16.09\|15.31\|120180;2026-06-02\|15.10\|-4.43\|15.74\|16.02\|15.02\|92244;2026-06-03\|14.86\|-1.59\|15.00\|15.47\|14.72\|80835;2026-06-04\|14.40\|-3.10\|14.70\|14.80\|14.33\|71171;2026-06-05\|14.53\|0.90\|14.48\|14.85\|13.95\|104914;2026-06-08\|17.44\|20.03\|14.20\|17.44\|14.02\|212165;2026-06-09\|20.93\|20.01\|17.47\|20.93\|17.47\|481263;2026-06-10\|19.14\|-8.55\|19.78\|20.50\|18.36\|564339;2026-06-11\|18.07\|-5.59\|19.07\|19.07\|17.79\|316680;2026-06-12\|17.91\|-0.89\|18.33\|19.95\|17.70\|316476;2026-06-15\|18.02\|0.61\|17.91\|18.14\|17.61\|238146;2026-06-16\|20.24\|12.32\|17.86\|20.79\|17.46\|392381;2026-06-17\|21.73\|7.36\|19.63\|22.30\|19.50\|366843;2026-06-18\|21.13\|-2.76\|21.50\|21.69\|20.70\|247086;2026-06-22\|21.78\|3.08\|21.55\|21.93\|20.72\|255747;2026-06-23\|20.08\|-7.81\|21.39\|21.39\|20.00\|210305;2026-06-24\|20.07\|-0.05\|20.00\|20.36\|19.31\|183620;2026-06-25\|18.93\|-5.68\|19.84\|20.30\|18.60\|214894;2026-06-26\|19.20\|1.43\|18.71\|20.17\|18.45\|221971;2026-06-29\|20.25\|5.47\|18.98\|20.88\|18.84\|296206;2026-06-30\|20.10\|-0.74\|20.00\|20.32\|19.60\|211741;2026-07-01\|22.59\|12.39\|20.00\|22.94\|19.89\|387770;2026-07-02\|22.58\|-0.04\|21.92\|24.50\|21.62\|352927;2026-07-03\|22.84\|1.15\|22.75\|24.09\|22.39\|347035;2026-07-06\|21.00\|-8.06\|22.30\|22.50\|20.92\|263315;2026-07-07\|20.10\|-4.29\|20.89\|21.57\|19.84\|184589;2026-07-08\|19.52\|-2.89\|20.30\|20.58\|19.40\|182288;2026-07-09\|23.06\|18.14\|19.30\|23.41\|19.12\|347882;2026-07-10\|22.68\|-1.65\|23.60\|24.50\|22.64\|285289;2026-07-13\|21.60\|-4.76\|22.57\|22.72\|21.18\|190511;2026-07-14\|22.05\|2.08\|21.94\|22.50\|20.67\|222804;2026-07-15\|21.36\|-3.13\|21.73\|22.00\|20.88\|178307;2026-07-16\|21.45\|0.42\|21.00\|22.87\|20.72\|243656;2026-07-17\|19.71\|-8.11\|21.20\|21.39\|19.46\|227597;2026-07-20\|15.78\|-19.94\|19.71\|20.22\|15.77\|328637;2026-07-21\|16.13\|2.22\|15.78\|16.23\|13.33\|342918;2026-07-22\|15.56\|-3.53\|15.79\|16.21\|15.32\|173118;2026-07-23\|15.09\|-3.02\|15.60\|15.99\|14.98\|140935;2026-07-24\|15.37\|1.86\|14.68\|15.68\|14.68\|149625;2026-07-27\|16.60\|8.00\|15.49\|16.80\|15.35\|177268;2026-07-28\|15.53\|-6.45\|16.49\|16.72\|15.46\|141422;2026-07-29\|15.67\|0.90\|15.49\|15.85\|15.14\|117324;2026-07-30\|14.71\|-6.13\|15.33\|15.72\|14.50\|114126;2026-07-31\|16.50\|12.17\|15.36\|17.06\|15.35\|180388;2026-08-03\|16.69\|1.15\|16.86\|17.18\|16.46\|114796;2026-08-04\|17.73\|6.23\|16.85\|18.16\|16.72\|136871;2026-08-05\|18.95\|6.88\|17.85\|19.61\|17.63\|156787;2026-08-06\|19.40\|2.37\|18.52\|20.22\|18.50\|165658;2026-08-07\|19.47\|0.36\|19.46\|19.77\|18.55\|133280;2026-08-10\|19.42\|-0.26\|19.29\|19.65\|19.00\|92431;2026-08-11\|19.60\|0.93\|19.21\|19.82\|18.86\|95420;2026-08-12\|19.76\|0.82\|19.58\|19.98\|19.43\|79230;2026-08-13\|19.38\|-1.92\|19.74\|21.06\|19.33\|138384;2026-08-14\|20.12\|3.82\|19.60\|20.88\|19.58\|135967;2026-08-17\|21.60\|7.36\|20.41\|22.03\|19.92\|160026;2026-08-18\|21.21\|-1.81\|21.47\|21.97\|20.65\|110041;2026-08-19\|19.40\|-8.53\|20.59\|20.70\|19.22\|142168;2026-08-20\|19.44\|0.21\|19.90\|20.02\|19.18\|77196;2026-08-21\|19.38\|-0.31\|19.30\|19.45\|18.75\|74182;2026-08-24\|17.72\|-8.57\|18.68\|18.88\|17.08\|143854;2026-08-25\|17.89\|0.96\|17.58\|18.07\|17.18\|81416;2026-08-26\|17.45\|-2.46\|17.97\|18.09\|17.40\|71780;2026-08-27\|17.95\|2.87\|17.30\|18.04\|17.30\|81391;2026-08-28\|17.31\|-3.57\|18.14\|18.33\|17.31\|79240;2026-08-31\|17.87\|3.24\|17.03\|17.99\|16.90\|75772;2026-09-01\|17.88\|0.06\|17.95\|19.11\|17.73\|155885;2026-09-02\|17.42\|-2.57\|17.58\|17.80\|17.16\|92395;2026-09-03\|17.52\|0.57\|17.63\|17.85\|17.27\|65100;2026-09-04\|17.20\|-1.83\|17.70\|18.32\|17.06\|108450;2026-09-07\|18.40\|6.98\|17.22\|18.57\|17.22\|121335;2026-09-08\|19.38\|5.33\|18.77\|19.48\|17.88\|147976;2026-09-09\|19.05\|-1.70\|19.40\|19.99\|18.79\|160516;2026-09-10\|19.50\|2.36\|18.83\|19.88\|18.61\|113915;2026-09-11\|18.52\|-5.03\|19.29\|19.64\|18.13\|113527
119898	港股大模型概念股集体大涨	短剧游戏+互动影游+AIGC 行业原因： 5月26日据央视财经，近两年海外短剧市场快速扩张，国内行业竞争加剧，出海成为不少短剧企业的发展方向，而AI更是为短剧出海带来新机遇。广州一家短剧企业深耕海外市场，今年AI短剧出海订单激增，相关成片产出同比增长5倍，预计全年增幅可达50倍。公司原因： 1、据2026年4月30日年报，公司多部短剧在抖音播放量破亿次，现象级短剧作品超过5亿次播放量，短剧业务收入大幅增加，公司营业收入较去年同期大幅增长。 2、据2026年4月30日年报，2025年公司互动影游业务已形成清晰的发展路径与核心竞争力，2026年3月公司参与投资的科幻题材互动影游已上线，公司重点推进“一部爆款续作、一部参演作品、两部原创新作”的产品矩阵。 3、据2025年9月11日投资者关系活动记录表及2026年4月30日年报，公司已上线基于IP《十州三境》打造的AI短剧先导概念片，与明略科技达成战略合作，将技术应用于短剧剧本孵化、素材生成、营销推广等全流程，深化“内容+科技”融合。	1、公司与阶跃星辰共建“麟跃”AI联合实验室，已上线基于IP《十州三境》的首支AI短剧先导概念片，并持续推进AIGC在短剧、互动剧、漫剧等场景落地； 2、公司通过与明略科技、阶跃星辰合作，用 AI 算法优化短剧投流渠道 / 素材 / 出价、社媒智能运营与 AIGC 营销素材生成，聚焦影视内容精准推广与降本增效	2026-05-08\|4.76\|-2.86\|4.90\|4.92\|4.74\|365801;2026-05-11\|4.63\|-2.73\|4.76\|4.80\|4.56\|406336;2026-05-12\|4.49\|-3.02\|4.62\|4.63\|4.43\|376706;2026-05-13\|4.64\|3.34\|4.47\|4.68\|4.44\|537043;2026-05-14\|4.40\|-5.17\|4.65\|4.69\|4.38\|335227;2026-05-15\|4.37\|-0.68\|4.42\|4.48\|4.34\|263843;2026-05-18\|4.38\|0.23\|4.36\|4.42\|4.29\|261866;2026-05-19\|4.39\|0.23\|4.38\|4.48\|4.29\|274754;2026-05-20\|4.24\|-3.42\|4.35\|4.38\|4.19\|259946;2026-05-21\|4.11\|-3.07\|4.28\|4.37\|4.09\|443222;2026-05-22\|4.16\|1.22\|4.16\|4.21\|4.05\|267405;2026-05-25\|4.16\|0.00\|4.21\|4.27\|4.11\|216585;2026-05-26\|4.09\|-1.68\|4.13\|4.18\|4.03\|236701;2026-05-27\|4.50\|10.02\|4.40\|4.50\|4.10\|621604;2026-05-28\|4.28\|-4.89\|4.58\|4.58\|4.21\|1199272;2026-05-29\|4.37\|2.10\|4.19\|4.71\|4.19\|1167032;2026-06-01\|4.29\|-1.83\|4.22\|4.46\|4.16\|860977;2026-06-02\|4.07\|-5.13\|4.29\|4.31\|4.00\|727604;2026-06-03\|3.97\|-2.46\|4.01\|4.03\|3.91\|532930;2026-06-04\|3.86\|-2.77\|3.93\|3.95\|3.82\|391635;2026-06-05\|3.92\|1.55\|3.90\|4.06\|3.81\|484054;2026-06-08\|3.78\|-3.57\|3.82\|3.97\|3.68\|363578;2026-06-09\|3.82\|1.06\|3.80\|3.86\|3.69\|340630;2026-06-10\|3.70\|-3.14\|3.77\|3.86\|3.64\|316764;2026-06-11\|3.56\|-3.78\|3.64\|3.70\|3.51\|318293;2026-06-12\|3.66\|2.81\|3.60\|3.74\|3.53\|402450;2026-06-15\|3.74\|2.19\|3.78\|3.86\|3.69\|338744;2026-06-16\|3.76\|0.53\|3.75\|3.77\|3.61\|298309;2026-06-17\|3.60\|-4.26\|3.75\|3.75\|3.56\|297466;2026-06-18\|3.57\|-0.83\|3.58\|3.65\|3.48\|221597;2026-06-22\|3.63\|1.68\|3.48\|3.64\|3.43\|312826;2026-06-23\|3.65\|0.55\|3.65\|3.85\|3.59\|354659;2026-06-24\|3.40\|-6.85\|3.63\|3.66\|3.34\|415001;2026-06-25\|3.39\|-0.29\|3.38\|3.48\|3.33\|295887;2026-06-26\|3.30\|-2.65\|3.36\|3.40\|3.26\|273755;2026-06-29\|3.29\|-0.30\|3.28\|3.40\|3.17\|329259;2026-06-30\|3.33\|1.22\|3.32\|3.38\|3.24\|252582;2026-07-01\|3.45\|3.60\|3.38\|3.56\|3.28\|377301;2026-07-02\|3.80\|10.14\|3.41\|3.80\|3.41\|196921;2026-07-03\|3.42\|-10.00\|3.70\|3.73\|3.42\|706348;2026-07-06\|3.76\|9.94\|3.39\|3.76\|3.35\|514027;2026-07-07\|3.63\|-3.46\|3.76\|3.80\|3.59\|949089;2026-07-08\|3.47\|-4.41\|3.65\|3.69\|3.39\|595799;2026-07-09\|3.82\|10.09\|3.46\|3.82\|3.38\|1216783;2026-07-10\|4.20\|9.95\|3.89\|4.20\|3.83\|1437136;2026-07-13\|3.98\|-5.24\|4.41\|4.62\|3.92\|1934488;2026-07-14\|3.91\|-1.76\|4.05\|4.21\|3.78\|1247547;2026-07-15\|3.52\|-9.97\|3.52\|3.52\|3.52\|260631;2026-07-16\|3.87\|9.94\|3.48\|3.87\|3.48\|767660;2026-07-17\|3.59\|-7.24\|3.87\|4.05\|3.57\|1370584;2026-07-20\|3.54\|-1.39\|3.58\|3.85\|3.41\|987107;2026-07-21\|3.48\|-1.69\|3.48\|3.84\|3.19\|1128960;2026-07-22\|3.21\|-7.76\|3.26\|3.35\|3.19\|909835;2026-07-23\|3.22\|0.31\|3.18\|3.22\|3.04\|752435;2026-07-24\|2.99\|-7.14\|3.11\|3.15\|2.98\|664111;2026-07-27\|3.14\|5.02\|2.95\|3.15\|2.92\|645770;2026-07-28\|3.19\|1.59\|3.13\|3.28\|3.09\|560669;2026-07-29\|3.51\|10.03\|3.40\|3.51\|3.31\|484361;2026-07-30\|3.35\|-4.56\|3.48\|3.69\|3.30\|1368588;2026-07-31\|3.69\|10.15\|3.33\|3.69\|3.33\|1021928;2026-08-03\|3.79\|2.71\|3.90\|3.95\|3.74\|1380878;2026-08-04\|4.17\|10.03\|3.82\|4.17\|3.82\|1438713;2026-08-05\|4.09\|-1.92\|4.08\|4.20\|4.04\|1449450;2026-08-06\|4.04\|-1.22\|4.10\|4.16\|3.96\|840581;2026-08-07\|4.16\|2.97\|4.05\|4.16\|3.88\|886812;2026-08-10\|4.18\|0.48\|4.18\|4.24\|3.99\|871925;2026-08-11\|4.21\|0.72\|4.23\|4.33\|4.11\|911768;2026-08-12\|4.25\|0.95\|4.20\|4.27\|4.15\|706131;2026-08-13\|4.08\|-4.00\|4.26\|4.31\|4.08\|599887;2026-08-14\|4.00\|-1.96\|4.10\|4.15\|3.91\|579593;2026-08-17\|4.04\|1.00\|4.12\|4.15\|3.95\|393551;2026-08-18\|3.94\|-2.48\|4.10\|4.10\|3.90\|293163;2026-08-19\|3.71\|-5.84\|3.90\|3.93\|3.71\|323294;2026-08-20\|3.76\|1.35\|3.78\|3.92\|3.68\|362192;2026-08-21\|3.74\|-0.53\|3.75\|3.79\|3.66\|248190;2026-08-24\|3.65\|-2.41\|3.77\|3.77\|3.60\|251906;2026-08-25\|3.74\|2.47\|3.64\|3.77\|3.60\|296918;2026-08-26\|3.82\|2.14\|3.76\|3.92\|3.71\|455799;2026-08-27\|3.79\|-0.79\|3.74\|3.82\|3.69\|278676;2026-08-28\|3.91\|3.17\|3.80\|4.05\|3.76\|660732;2026-08-31\|4.30\|9.97\|4.04\|4.30\|4.03\|534831;2026-09-01\|4.73\|10.00\|4.73\|4.73\|4.73\|130161;2026-09-02\|5.20\|9.94\|5.20\|5.20\|5.20\|217800;2026-09-03\|5.08\|-2.31\|5.47\|5.72\|5.00\|2876480;2026-09-04\|5.59\|10.04\|4.77\|5.59\|4.77\|3116860;2026-09-07\|5.86\|4.83\|5.21\|6.09\|5.21\|3159585;2026-09-08\|5.58\|-4.78\|5.70\|5.80\|5.40\|2335109;2026-09-09\|5.06\|-9.32\|5.30\|5.40\|5.02\|1871633;2026-09-10\|4.76\|-5.93\|5.06\|5.09\|4.69\|1461099;2026-09-11\|4.68\|-1.68\|4.65\|4.76\|4.48\|1371832
119897	英伟达Rubin成全球首个100%液冷AI计算平台	液冷服务器+谷歌合作+英伟达产业链行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年4月21日年报，公司作为全链条液冷开创者，率先推出Coolinside全链条液冷解决方案，实现从冷板、CDU到冷源等“端到端”产品覆盖及“厂到场”交付，并展出了为Google定制开发的Deschutes 5的CDU产品。 2、据2026年4月21日投资者关系活动记录表，公司UQD和MQD产品已列入英伟达MGX生态合作伙伴，其冷板、快接头等产品已获主流算力芯片厂商及头部设备制造商认可并规模采购。 3、据2025年年度报告，公司2026年将发挥液冷技术“全链条、全场景、全生命周期”优势，持续拓展海外AI液冷算力市场，积极展开与全产业链主流客户的合作，实现业务规模落地。	公司液冷服务器管路产品已达V0级标准，并成功取得美国UL认证，为英伟达数据中心部件提供商之一	2026-05-08\|102.28\|-0.24\|101.00\|104.32\|99.01\|445573;2026-05-11\|102.16\|-0.12\|102.40\|103.00\|97.29\|599579;2026-05-12\|99.99\|-2.12\|102.16\|102.60\|99.58\|443211;2026-05-13\|106.38\|6.39\|99.00\|107.20\|97.80\|693245;2026-05-14\|102.20\|-3.93\|108.90\|111.29\|102.19\|540480;2026-05-15\|100.49\|-1.67\|104.00\|105.00\|99.63\|436866;2026-05-18\|102.12\|1.62\|100.51\|104.86\|99.11\|400614;2026-05-19\|102.40\|0.27\|101.01\|103.46\|97.00\|475088;2026-05-20\|108.41\|5.87\|101.00\|110.48\|99.00\|705894;2026-05-21\|100.53\|-7.27\|108.40\|109.45\|100.33\|670459;2026-05-22\|104.94\|4.39\|102.44\|106.35\|100.77\|401763;2026-05-25\|106.10\|1.11\|106.33\|106.33\|103.00\|411091;2026-05-26\|98.57\|-7.10\|106.00\|106.00\|96.35\|796747;2026-05-27\|95.02\|-3.60\|97.50\|99.34\|94.11\|475454;2026-05-28\|97.52\|2.63\|95.02\|97.78\|93.50\|406566;2026-05-29\|91.00\|-6.69\|97.52\|97.77\|88.02\|647705;2026-06-01\|66.06\|-5.45\|68.51\|70.59\|65.66\|653410;2026-06-02\|67.49\|2.16\|66.30\|68.00\|64.40\|514809;2026-06-03\|68.32\|1.23\|67.50\|70.92\|67.28\|652871;2026-06-04\|69.22\|1.32\|67.49\|69.89\|67.18\|475321;2026-06-05\|65.90\|-4.80\|68.60\|68.60\|65.58\|468850;2026-06-08\|63.38\|-3.82\|62.40\|65.80\|62.20\|402509;2026-06-09\|69.72\|10.00\|64.00\|69.72\|63.55\|678232;2026-06-10\|68.90\|-1.18\|70.88\|72.69\|68.25\|715816;2026-06-11\|67.14\|-2.55\|68.90\|69.50\|66.21\|386019;2026-06-12\|66.08\|-1.58\|68.50\|70.00\|66.08\|597179;2026-06-15\|70.53\|6.73\|67.30\|70.68\|66.27\|541686;2026-06-16\|73.19\|3.77\|70.56\|75.14\|70.41\|706865;2026-06-17\|74.62\|1.95\|72.00\|75.48\|72.00\|562031;2026-06-18\|74.37\|-0.34\|75.03\|76.13\|73.54\|553636;2026-06-22\|77.30\|3.94\|74.55\|77.50\|72.80\|861948;2026-06-23\|81.48\|5.41\|85.03\|85.03\|79.00\|1358566;2026-06-24\|82.86\|1.69\|79.00\|83.56\|76.88\|1052507;2026-06-25\|86.99\|4.98\|85.00\|89.69\|84.10\|1030943;2026-06-26\|82.57\|-5.08\|84.39\|85.58\|81.00\|760726;2026-06-29\|76.70\|-7.11\|80.91\|82.82\|75.20\|712064;2026-06-30\|79.56\|3.73\|75.68\|80.68\|74.49\|605399;2026-07-01\|74.73\|-6.07\|79.56\|80.49\|74.00\|633253;2026-07-02\|71.40\|-4.46\|72.00\|75.27\|69.80\|524778;2026-07-03\|71.43\|0.04\|71.38\|74.41\|70.50\|432840;2026-07-06\|74.06\|3.68\|71.01\|76.99\|71.00\|651907;2026-07-07\|71.29\|-3.74\|72.00\|76.88\|71.05\|505101;2026-07-08\|72.12\|1.16\|72.00\|74.79\|70.50\|544177;2026-07-09\|75.87\|5.20\|73.44\|76.55\|68.24\|745033;2026-07-10\|73.54\|-3.07\|74.87\|78.50\|73.38\|720017;2026-07-13\|66.98\|-8.92\|72.72\|74.81\|66.40\|582259;2026-07-14\|70.13\|4.70\|66.86\|71.59\|65.35\|543450;2026-07-15\|67.74\|-3.41\|70.00\|70.89\|67.02\|362258;2026-07-16\|67.86\|0.18\|66.50\|70.77\|64.00\|457153;2026-07-17\|61.57\|-9.27\|68.40\|68.85\|61.20\|524069;2026-07-20\|55.46\|-9.92\|62.80\|63.61\|55.41\|536081;2026-07-21\|59.99\|8.17\|56.00\|60.22\|50.00\|717765;2026-07-22\|60.51\|0.87\|59.00\|64.24\|58.69\|612347;2026-07-23\|61.11\|0.99\|61.65\|63.77\|60.15\|361401;2026-07-24\|58.70\|-3.94\|59.00\|60.77\|58.00\|255580;2026-07-27\|61.26\|4.36\|58.72\|61.38\|58.02\|311689;2026-07-28\|55.13\|-10.01\|59.16\|59.98\|55.13\|474362;2026-07-29\|52.39\|-4.97\|54.00\|54.34\|50.78\|389842;2026-07-30\|47.15\|-10.00\|51.03\|52.00\|47.15\|465155;2026-07-31\|47.45\|0.64\|49.60\|50.35\|47.33\|556102;2026-08-03\|46.45\|-2.11\|46.56\|48.20\|45.82\|381242;2026-08-04\|49.43\|6.42\|47.03\|49.90\|46.44\|466669;2026-08-05\|52.33\|5.87\|48.45\|53.00\|48.35\|544119;2026-08-06\|52.93\|1.15\|51.60\|53.83\|50.77\|400237;2026-08-07\|55.90\|5.61\|53.88\|56.00\|53.00\|527205;2026-08-10\|55.24\|-1.18\|56.00\|57.10\|54.30\|347196;2026-08-11\|54.68\|-1.01\|55.33\|55.83\|54.08\|265500;2026-08-12\|56.01\|2.43\|54.93\|57.29\|54.16\|395152;2026-08-13\|55.45\|-1.00\|56.82\|57.87\|55.37\|437344;2026-08-14\|57.09\|2.96\|56.12\|57.37\|56.01\|364903;2026-08-17\|58.69\|2.80\|57.65\|58.69\|56.45\|411856;2026-08-18\|57.57\|-1.91\|58.59\|58.88\|56.51\|368988;2026-08-19\|52.59\|-8.65\|55.75\|56.20\|52.10\|432998;2026-08-20\|52.93\|0.65\|53.44\|53.77\|51.82\|278559;2026-08-21\|54.12\|2.25\|52.92\|55.32\|52.52\|368507;2026-08-24\|54.75\|1.16\|55.60\|56.20\|52.53\|437550;2026-08-25\|60.23\|10.01\|53.54\|60.23\|53.01\|964759;2026-08-26\|62.07\|3.06\|63.05\|63.30\|60.50\|1149536;2026-08-27\|65.97\|6.28\|62.60\|66.00\|61.48\|1066286;2026-08-28\|64.48\|-2.26\|65.03\|66.54\|64.10\|829485;2026-08-31\|68.21\|5.78\|62.98\|68.66\|62.89\|916331;2026-09-01\|65.90\|-3.39\|67.61\|67.77\|65.81\|594593;2026-09-02\|66.23\|0.50\|64.51\|67.79\|64.48\|613965;2026-09-03\|68.49\|3.41\|66.98\|70.62\|65.50\|890428;2026-09-04\|63.91\|-6.69\|67.00\|67.77\|62.48\|822010;2026-09-07\|64.47\|0.88\|63.01\|65.71\|62.63\|551566;2026-09-08\|63.00\|-2.28\|64.50\|65.90\|62.42\|526464;2026-09-09\|62.43\|-0.90\|63.05\|64.10\|61.93\|368981;2026-09-10\|61.08\|-2.16\|61.52\|62.34\|60.83\|295028;2026-09-11\|60.55\|-0.87\|61.08\|61.81\|59.38\|376213
119896	英伟达Rubin成全球首个100%液冷AI计算平台	液冷散热+拟定增扩产+食品饮料包装行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月9日年报及6月2日投资者关系活动记录表，公司2026年初完成对卓晖金属、联益热能各51%股权收购，切入服务器液冷高景气赛道，确立“食品饮料包装+液冷散热”双轮驱动战略。标的公司已进入奇宏电子、宝德科技等液冷头部厂商供应体系，并最终服务于北美头部科技客户。 2、据2026年6月17日公告，公司拟以简易程序向特定对象发行股票，募集资金不超过3亿元，用于金富华南液冷板生产基地项目、卓晖金属液冷组件扩产项目及联益热能液冷组件扩产项目，以突破产能瓶颈。 3、据2026年4月9日年报，公司是国内最大的塑料防盗瓶盖供应商之一，与华润怡宝、景田、海天味业、可口可乐等知名企业保持长期合作，包装主业稳定发展。	1、公司拟收购卓晖金属和联益热能各51%股权，标的公司均聚焦液冷散热产品； 2、公司是国内最大的塑料防盗瓶盖供应商之一，长期稳定供应华润怡宝、可口可乐、达能等头部饮料品牌	2026-05-08\|48.36\|-3.57\|49.65\|50.50\|47.98\|118371;2026-05-11\|47.61\|-1.55\|49.68\|50.00\|47.51\|135892;2026-05-12\|49.46\|3.89\|48.18\|49.88\|46.66\|176720;2026-05-13\|48.87\|-1.19\|49.46\|49.48\|48.05\|165882;2026-05-14\|53.76\|10.01\|53.76\|53.76\|53.76\|39832;2026-05-15\|59.14\|10.01\|59.14\|59.14\|58.58\|82777;2026-05-18\|65.05\|9.99\|59.33\|65.05\|54.24\|207202;2026-05-19\|66.50\|2.23\|69.00\|71.56\|64.15\|281118;2026-05-20\|69.84\|5.02\|66.29\|71.56\|63.18\|226562;2026-05-21\|66.74\|-4.44\|68.97\|71.02\|66.05\|150866;2026-05-22\|66.60\|-0.21\|65.10\|67.70\|61.77\|190726;2026-05-25\|69.00\|3.60\|67.44\|69.35\|65.71\|127379;2026-05-26\|63.75\|-7.61\|69.01\|69.44\|63.01\|114733;2026-05-27\|58.71\|-7.91\|63.60\|64.00\|58.29\|133157;2026-05-28\|64.58\|10.00\|58.66\|64.58\|57.83\|70982;2026-05-29\|67.33\|4.26\|66.67\|70.84\|66.07\|173963;2026-06-01\|60.65\|-9.92\|67.51\|68.34\|60.60\|149371;2026-06-02\|54.59\|-9.99\|61.20\|61.87\|54.59\|177077;2026-06-03\|52.09\|-4.58\|54.59\|54.60\|49.86\|201739;2026-06-04\|50.67\|-2.73\|51.01\|51.23\|49.25\|122731;2026-06-05\|51.09\|0.83\|50.68\|52.86\|50.20\|135608;2026-06-08\|49.71\|-2.70\|49.50\|53.76\|49.01\|130803;2026-06-09\|54.68\|10.00\|52.01\|54.68\|50.00\|131838;2026-06-10\|53.73\|-1.74\|56.02\|56.45\|49.30\|198169;2026-06-11\|57.77\|7.52\|53.93\|59.10\|53.93\|195330;2026-06-12\|58.50\|1.26\|59.70\|61.61\|57.50\|181798;2026-06-15\|61.85\|5.73\|58.00\|62.11\|56.29\|168269;2026-06-16\|62.29\|0.71\|61.22\|63.50\|61.21\|112250;2026-06-17\|61.90\|-0.63\|64.00\|66.40\|59.65\|162517;2026-06-18\|65.92\|6.49\|62.30\|68.09\|61.91\|181808;2026-06-22\|65.69\|-0.35\|64.62\|67.50\|62.43\|134677;2026-06-23\|67.37\|2.56\|72.26\|72.26\|64.51\|221822;2026-06-24\|74.11\|10.00\|66.80\|74.11\|65.96\|205285;2026-06-25\|77.62\|4.74\|76.87\|81.38\|74.33\|188426;2026-06-26\|74.95\|-3.44\|75.85\|77.84\|70.91\|141654;2026-06-29\|73.50\|-1.93\|73.93\|76.50\|71.00\|117422;2026-06-30\|76.23\|3.71\|72.86\|76.98\|69.50\|114174;2026-07-01\|71.28\|-6.49\|76.24\|77.46\|70.20\|111230;2026-07-02\|66.46\|-6.76\|69.85\|70.19\|66.28\|96902;2026-07-03\|66.28\|-0.27\|66.40\|69.00\|65.81\|73968;2026-07-06\|67.80\|2.29\|65.96\|72.20\|65.96\|76413;2026-07-07\|64.52\|-4.84\|69.35\|69.35\|63.40\|81097;2026-07-08\|62.10\|-3.75\|65.65\|65.65\|61.68\|59776;2026-07-09\|68.31\|10.00\|63.35\|68.31\|61.88\|89812;2026-07-10\|64.60\|-5.43\|68.86\|69.29\|64.20\|94909;2026-07-13\|62.50\|-3.25\|64.01\|65.79\|60.68\|79938;2026-07-14\|66.13\|5.81\|62.50\|67.20\|59.34\|96310;2026-07-15\|52.00\|-5.47\|52.74\|55.86\|51.70\|102752;2026-07-16\|46.80\|-10.00\|49.98\|51.50\|46.80\|108870;2026-07-17\|42.12\|-10.00\|46.80\|46.99\|42.12\|107186;2026-07-20\|37.91\|-10.00\|42.34\|43.20\|37.91\|112809;2026-07-21\|39.46\|4.09\|38.41\|39.66\|34.12\|209703;2026-07-22\|39.13\|-0.84\|39.30\|41.22\|38.50\|135238;2026-07-23\|38.17\|-2.45\|39.82\|41.55\|37.96\|97161;2026-07-24\|37.00\|-3.07\|37.53\|38.99\|36.70\|80231;2026-07-27\|38.12\|3.03\|36.68\|38.22\|36.02\|93410;2026-07-28\|34.31\|-9.99\|37.33\|38.15\|34.31\|99949;2026-07-29\|32.05\|-6.59\|33.94\|34.31\|30.88\|178922;2026-07-30\|28.85\|-9.98\|32.06\|32.25\|28.85\|145481;2026-07-31\|31.74\|10.02\|30.88\|31.74\|30.08\|36068;2026-08-03\|31.60\|-0.44\|33.00\|33.00\|31.11\|167875;2026-08-04\|34.76\|10.00\|31.93\|34.76\|30.97\|83457;2026-08-05\|38.24\|10.01\|36.30\|38.24\|35.30\|120914;2026-08-06\|39.40\|3.03\|38.48\|39.51\|37.70\|216276;2026-08-07\|39.78\|0.96\|39.44\|40.80\|38.19\|159810;2026-08-10\|38.30\|-3.72\|40.30\|41.40\|37.46\|136775;2026-08-11\|38.58\|0.73\|37.80\|39.59\|37.41\|106512;2026-08-12\|39.57\|2.57\|38.78\|41.18\|38.18\|128674;2026-08-13\|39.62\|0.13\|40.39\|42.39\|39.31\|135324;2026-08-14\|41.03\|3.56\|40.02\|42.30\|40.02\|125008;2026-08-17\|42.59\|3.80\|41.19\|42.95\|40.72\|139175;2026-08-18\|43.05\|1.08\|42.56\|43.45\|41.11\|125522;2026-08-19\|39.70\|-7.78\|41.85\|42.23\|39.30\|112867;2026-08-20\|39.11\|-1.49\|40.25\|40.79\|38.80\|85159;2026-08-21\|43.02\|10.00\|38.79\|43.02\|38.79\|89918;2026-08-24\|41.80\|-2.84\|43.10\|43.40\|39.79\|165418;2026-08-25\|45.98\|10.00\|41.00\|45.98\|40.28\|203638;2026-08-26\|44.07\|-4.15\|46.98\|47.37\|42.00\|303761;2026-08-27\|47.05\|6.76\|44.94\|47.50\|43.80\|257176;2026-08-28\|44.89\|-4.59\|46.11\|47.39\|44.40\|226103;2026-08-31\|49.38\|10.00\|44.12\|49.38\|43.80\|225705;2026-09-01\|50.61\|2.49\|52.00\|52.50\|50.03\|305723;2026-09-02\|51.30\|1.36\|50.39\|52.52\|49.60\|271891;2026-09-03\|56.43\|10.00\|52.08\|56.43\|51.50\|201685;2026-09-04\|55.50\|-1.65\|56.45\|60.91\|55.03\|345536;2026-09-07\|55.01\|-0.88\|55.52\|56.05\|53.02\|230308;2026-09-08\|52.37\|-4.80\|54.46\|55.00\|51.36\|228842;2026-09-09\|51.56\|-1.55\|52.13\|53.77\|50.84\|178713;2026-09-10\|50.05\|-2.93\|51.11\|51.32\|49.32\|146874;2026-09-11\|48.98\|-2.14\|49.27\|50.10\|47.21\|131264
119895	英伟达Rubin成全球首个100%液冷AI计算平台	涨停揭秘：菲沃泰凭借相变液冷主板防护镀膜技术实现量产，切入AI服务器核心部件供应链；涨停缘由：公司相变液冷涂层已用于算力服务器主板、光模块及电源部件，具备耐高温、抗腐蚀、高绝缘特性；2026年国内AI服务器液冷渗透率提升带动镀膜需求放量；资金逻辑：4月8日涨停当日主力资金净流入超8000万元，融资融券余额单周增长15.3%，显示产业资金与两融资金同步加仓；风险提示：公司主营业务仍以消费电子防护镀膜为主，液冷镀膜收入占比暂小，技术转化至规模化盈利需观察良率与客户认证进展	公司相变液冷服务器主板涂层产品已量产，并可为算力服务器算力主板、光模块、电源等部件提供镀膜防护，液冷服务器业务正快速放量	2026-05-08\|31.72\|2.32\|30.00\|32.70\|29.60\|130256;2026-05-11\|33.66\|6.12\|32.16\|34.68\|31.09\|147435;2026-05-12\|35.00\|3.98\|34.70\|35.10\|32.60\|182638;2026-05-13\|36.89\|5.40\|34.37\|37.06\|33.30\|178606;2026-05-14\|38.00\|3.01\|36.50\|39.45\|36.50\|153937;2026-05-15\|37.07\|-2.45\|38.22\|39.40\|36.19\|158638;2026-05-18\|35.90\|-3.16\|36.00\|37.77\|34.40\|167890;2026-05-19\|36.99\|3.04\|36.01\|39.60\|34.45\|174349;2026-05-20\|41.40\|11.92\|36.63\|44.39\|35.80\|342661;2026-05-21\|39.00\|-5.80\|40.00\|43.86\|38.79\|264880;2026-05-22\|41.90\|7.44\|39.90\|43.32\|38.33\|210211;2026-05-25\|41.64\|-0.62\|41.00\|42.98\|37.40\|242997;2026-05-26\|40.41\|-2.95\|42.04\|43.69\|39.00\|222360;2026-05-27\|37.67\|-6.78\|40.27\|42.45\|36.74\|217889;2026-05-28\|38.26\|1.57\|37.49\|39.60\|35.51\|201666;2026-05-29\|35.99\|-5.93\|38.10\|38.29\|35.25\|116360;2026-06-01\|34.41\|-4.39\|35.50\|36.63\|34.19\|96021;2026-06-02\|35.10\|2.01\|34.43\|36.98\|33.00\|109974;2026-06-03\|37.30\|6.27\|34.50\|41.00\|33.82\|211289;2026-06-04\|39.59\|6.14\|36.00\|40.60\|36.00\|196230;2026-06-05\|38.38\|-3.06\|38.81\|40.50\|37.88\|125813;2026-06-08\|35.24\|-8.18\|35.82\|37.74\|34.80\|101220;2026-06-09\|36.79\|4.40\|35.45\|37.88\|35.00\|87107;2026-06-10\|38.41\|4.40\|36.00\|39.50\|35.30\|131894;2026-06-11\|38.07\|-0.89\|38.78\|39.80\|36.80\|141542;2026-06-12\|39.65\|4.29\|39.80\|41.96\|36.02\|210818;2026-06-15\|38.79\|-2.17\|38.58\|39.33\|36.58\|169428;2026-06-16\|37.55\|-3.20\|39.35\|39.60\|36.06\|172449;2026-06-17\|42.88\|14.19\|36.80\|43.82\|36.76\|239028;2026-06-18\|38.00\|-11.38\|41.72\|43.40\|37.62\|208682;2026-06-22\|37.77\|-0.61\|38.00\|38.50\|35.50\|169507;2026-06-23\|33.86\|-10.35\|37.10\|39.85\|33.40\|195527;2026-06-24\|35.62\|5.20\|33.22\|35.96\|31.86\|161866;2026-06-25\|34.75\|-2.44\|35.55\|37.18\|33.99\|128465;2026-06-26\|34.46\|-0.83\|35.08\|36.74\|33.56\|110594;2026-06-29\|35.80\|3.89\|34.26\|38.26\|34.26\|175385;2026-06-30\|38.99\|8.91\|35.80\|41.26\|35.20\|201199;2026-07-01\|39.70\|1.82\|38.50\|40.30\|37.81\|119458;2026-07-02\|41.29\|4.00\|37.96\|45.40\|37.96\|192220;2026-07-03\|38.39\|-7.02\|40.88\|41.66\|38.14\|121120;2026-07-06\|36.20\|-5.70\|39.16\|39.16\|34.91\|100865;2026-07-07\|35.50\|-1.93\|36.00\|36.99\|35.05\|63053;2026-07-08\|35.01\|-1.38\|35.62\|36.37\|33.90\|71164;2026-07-09\|42.01\|19.99\|36.50\|42.01\|34.10\|150290;2026-07-10\|45.05\|7.24\|42.85\|48.80\|42.11\|215053;2026-07-13\|43.45\|-3.55\|44.71\|46.98\|41.06\|137240;2026-07-14\|42.69\|-1.75\|44.50\|45.44\|40.88\|139856;2026-07-15\|37.90\|-11.22\|44.06\|45.00\|37.77\|144256;2026-07-16\|34.18\|-9.82\|36.96\|37.80\|34.01\|113085;2026-07-17\|27.34\|-20.01\|34.11\|34.61\|27.34\|150898;2026-07-20\|22.86\|-16.39\|28.37\|29.28\|22.23\|162391;2026-07-21\|27.43\|19.99\|23.20\|27.43\|20.97\|161883;2026-07-22\|27.42\|-0.04\|27.64\|29.80\|26.00\|174678;2026-07-23\|25.36\|-7.51\|27.80\|28.58\|25.08\|118850;2026-07-24\|25.28\|-0.32\|25.60\|26.58\|25.00\|82318;2026-07-27\|25.83\|2.18\|25.29\|26.26\|24.40\|99302;2026-07-28\|25.72\|-0.43\|29.59\|30.88\|25.00\|234169;2026-07-29\|23.15\|-9.99\|25.04\|25.71\|21.49\|198528;2026-07-30\|20.87\|-9.85\|22.72\|22.98\|20.72\|134141;2026-07-31\|21.95\|5.17\|22.54\|24.14\|21.87\|120602;2026-08-03\|21.34\|-2.78\|21.88\|22.27\|20.94\|87478;2026-08-04\|23.19\|8.67\|21.45\|23.40\|21.45\|95920;2026-08-05\|25.96\|11.94\|22.96\|26.20\|22.96\|116123;2026-08-06\|27.07\|4.28\|25.33\|27.82\|25.21\|102730;2026-08-07\|28.58\|5.58\|27.08\|29.30\|26.34\|120834;2026-08-10\|27.88\|-2.45\|28.49\|28.80\|27.11\|98013;2026-08-11\|28.60\|2.58\|27.60\|30.05\|27.22\|110381;2026-08-12\|32.20\|12.59\|28.82\|33.00\|28.00\|148165;2026-08-13\|31.46\|-2.30\|32.76\|32.99\|31.20\|95281;2026-08-14\|31.50\|0.13\|31.31\|32.20\|30.50\|61134;2026-08-17\|31.90\|1.27\|31.24\|31.92\|30.50\|76936;2026-08-18\|31.50\|-1.25\|31.74\|33.18\|30.98\|65711;2026-08-19\|27.85\|-11.59\|30.45\|31.44\|27.55\|115998;2026-08-20\|27.85\|0.00\|28.00\|28.90\|27.33\|81708;2026-08-21\|27.90\|0.18\|27.74\|28.87\|27.07\|69724;2026-08-24\|27.00\|-3.23\|27.91\|28.72\|26.11\|75487;2026-08-25\|26.92\|-0.30\|26.48\|27.18\|25.31\|59006;2026-08-26\|27.69\|2.86\|27.86\|27.98\|26.49\|72494;2026-08-27\|29.17\|5.34\|27.75\|29.20\|27.27\|79847;2026-08-28\|30.45\|4.39\|28.99\|31.85\|28.82\|118965;2026-08-31\|30.01\|-1.45\|28.50\|31.67\|28.50\|141164;2026-09-01\|27.36\|-8.83\|30.61\|30.61\|27.11\|118807;2026-09-02\|25.93\|-5.23\|26.65\|27.14\|25.80\|92203;2026-09-03\|26.11\|0.69\|25.68\|26.49\|25.23\|67483;2026-09-04\|24.69\|-5.44\|26.07\|26.85\|24.44\|67973;2026-09-07\|26.48\|7.25\|25.01\|26.85\|24.82\|84930;2026-09-08\|26.04\|-1.66\|26.22\|26.79\|25.68\|62434;2026-09-09\|25.06\|-3.76\|26.63\|26.63\|24.89\|69023;2026-09-10\|24.45\|-2.43\|24.50\|24.99\|24.28\|61021;2026-09-11\|23.86\|-2.41\|24.00\|24.20\|22.80\|55250
119894	英伟达Rubin成全球首个100%液冷AI计算平台	数据中心液冷+拟收购整合+权益分派+烟台国资行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月17日投资者关系管理信息，公司旗下顿汉布什和冰轮换热技术公司为数据中心液冷系统提供一次侧冷源装备和热交换装置等冷却装备，海外算力中心建设景气度持续较高。 2、据2026年6月3日互动易，公司拟收购烟台铭祥控股有限公司45%股权，完成后将间接控制密封科技，有利于完善产业布局，扩大资产规模。 3、据2026年6月17日公告，公司披露2025年年度权益分派实施公告，向全体股东每10股派1.00元现金，股权登记日为2026年6月24日。 4、公司最终控制人为烟台市人民政府国有资产监督管理委员会，致力于在能源和动力领域提供冷热能管理系统解决方案。	数据中心温控系统是旗下公司顿汉布什的主要业务之一，服务过国家超算广州中心（天河二号）、中国联通西安数据中心、中国移动贵州数据中心等；公司有产品服务数据中心液冷业务	2026-05-08\|26.28\|0.96\|25.71\|26.80\|25.13\|428461;2026-05-11\|28.91\|10.01\|27.50\|28.91\|27.16\|357859;2026-05-12\|28.91\|0.00\|29.20\|30.15\|28.40\|542925;2026-05-13\|31.80\|10.00\|28.43\|31.80\|27.56\|660405;2026-05-14\|33.66\|5.85\|32.06\|34.98\|31.69\|737075;2026-05-15\|33.12\|-1.60\|33.55\|34.94\|32.09\|557551;2026-05-18\|34.60\|4.47\|32.91\|34.61\|32.50\|528693;2026-05-19\|38.06\|10.00\|34.26\|38.06\|33.80\|659131;2026-05-20\|36.98\|-2.84\|36.50\|38.20\|35.30\|564725;2026-05-21\|35.19\|-4.84\|37.50\|38.46\|35.00\|538419;2026-05-22\|34.45\|-2.10\|35.19\|35.59\|33.23\|567741;2026-05-25\|34.50\|0.15\|34.67\|35.58\|31.26\|789284;2026-05-26\|32.17\|-6.75\|33.80\|34.28\|31.50\|527186;2026-05-27\|33.76\|4.94\|32.81\|35.39\|32.73\|811475;2026-05-28\|35.21\|4.29\|34.10\|35.88\|33.23\|595046;2026-05-29\|32.93\|-6.48\|35.21\|35.38\|32.64\|421276;2026-06-01\|31.17\|-5.34\|33.00\|33.41\|31.00\|377133;2026-06-02\|31.01\|-0.51\|31.17\|31.60\|30.41\|325033;2026-06-03\|31.76\|2.42\|31.63\|33.21\|31.00\|341429;2026-06-04\|31.72\|-0.13\|31.53\|32.57\|31.00\|218332;2026-06-05\|31.04\|-2.14\|31.43\|32.10\|30.56\|249271;2026-06-08\|29.22\|-5.86\|29.60\|30.80\|28.61\|337240;2026-06-09\|32.14\|9.99\|29.75\|32.14\|29.51\|305851;2026-06-10\|31.43\|-2.21\|32.12\|32.68\|31.27\|299802;2026-06-11\|31.40\|-0.10\|31.33\|32.08\|30.60\|258733;2026-06-12\|30.77\|-2.01\|32.50\|33.27\|30.60\|297382;2026-06-15\|33.85\|10.01\|31.80\|33.85\|31.06\|457234;2026-06-16\|33.20\|-1.92\|34.46\|34.78\|32.66\|517512;2026-06-17\|36.52\|10.00\|36.52\|36.52\|36.52\|95210;2026-06-18\|40.17\|9.99\|40.17\|40.17\|40.17\|42368;2026-06-22\|44.19\|10.01\|43.30\|44.19\|40.76\|724129;2026-06-23\|44.97\|1.77\|45.13\|47.00\|40.01\|1015975;2026-06-24\|48.75\|8.41\|43.87\|49.47\|43.45\|907640;2026-06-25\|53.52\|10.01\|50.92\|53.52\|50.55\|634536;2026-06-26\|53.12\|-0.75\|54.48\|55.27\|51.56\|653061;2026-06-29\|51.11\|-3.78\|54.35\|55.23\|49.44\|564438;2026-06-30\|56.22\|10.00\|50.56\|56.22\|49.50\|386762;2026-07-01\|54.90\|-2.35\|58.30\|58.50\|54.32\|481722;2026-07-02\|50.89\|-7.30\|51.30\|54.88\|50.51\|528875;2026-07-03\|52.65\|3.46\|51.74\|55.80\|50.51\|535307;2026-07-06\|53.63\|1.86\|53.35\|57.68\|53.28\|545807;2026-07-07\|52.60\|-1.92\|53.76\|56.97\|52.00\|472361;2026-07-08\|50.10\|-4.75\|53.28\|56.86\|49.70\|523270;2026-07-09\|55.11\|10.00\|50.90\|55.11\|50.71\|533676;2026-07-10\|53.47\|-2.98\|57.00\|57.76\|53.30\|539383;2026-07-13\|48.12\|-10.01\|52.92\|54.70\|48.12\|491141;2026-07-14\|52.00\|8.06\|48.60\|52.57\|47.50\|589749;2026-07-15\|50.35\|-3.17\|53.04\|54.00\|49.99\|504791;2026-07-16\|47.00\|-6.65\|49.19\|50.25\|46.17\|408792;2026-07-17\|43.26\|-7.96\|46.55\|47.66\|43.00\|457628;2026-07-20\|40.20\|-7.07\|45.20\|46.88\|38.93\|536444;2026-07-21\|44.10\|9.70\|40.36\|44.12\|37.04\|555294;2026-07-22\|42.96\|-2.58\|44.28\|46.68\|42.09\|530857;2026-07-23\|42.85\|-0.26\|43.19\|47.26\|41.30\|647741;2026-07-24\|43.25\|0.93\|40.63\|43.55\|40.03\|604809;2026-07-27\|43.43\|0.42\|41.66\|43.44\|39.48\|617017;2026-07-28\|39.09\|-9.99\|40.67\|41.41\|39.09\|296482;2026-07-29\|37.18\|-4.89\|36.96\|37.80\|35.18\|816270;2026-07-30\|33.46\|-10.01\|36.52\|37.00\|33.46\|466316;2026-07-31\|35.30\|5.50\|36.00\|36.81\|34.60\|763998;2026-08-03\|32.62\|-7.59\|35.34\|35.44\|32.33\|478414;2026-08-04\|35.88\|9.99\|34.30\|35.88\|32.63\|369161;2026-08-05\|39.47\|10.01\|35.88\|39.47\|35.50\|580338;2026-08-06\|40.31\|2.13\|38.74\|40.99\|38.30\|540177;2026-08-07\|42.28\|4.89\|40.48\|43.30\|39.15\|616274;2026-08-10\|42.48\|0.47\|43.93\|44.40\|40.71\|408828;2026-08-11\|41.55\|-2.19\|42.00\|43.04\|41.11\|333170;2026-08-12\|42.22\|1.61\|41.87\|43.09\|41.40\|326632;2026-08-13\|40.89\|-3.15\|42.64\|43.98\|40.87\|391523;2026-08-14\|40.99\|0.24\|41.40\|41.92\|40.26\|340531;2026-08-17\|45.09\|10.00\|40.99\|45.09\|40.98\|428071;2026-08-18\|43.67\|-3.15\|45.54\|45.99\|42.65\|476475;2026-08-19\|39.36\|-9.87\|41.92\|42.44\|39.30\|455993;2026-08-20\|39.25\|-0.28\|39.74\|41.13\|38.60\|426727;2026-08-21\|41.01\|4.48\|40.04\|42.30\|39.36\|395755;2026-08-24\|41.40\|0.95\|43.10\|43.50\|39.71\|521167;2026-08-25\|42.60\|2.90\|39.91\|43.92\|39.18\|608422;2026-08-26\|40.25\|-5.52\|43.39\|43.59\|39.43\|498486;2026-08-27\|42.94\|6.68\|40.58\|43.00\|40.03\|540990;2026-08-28\|40.10\|-6.61\|42.88\|43.21\|40.01\|459896;2026-08-31\|41.76\|4.14\|39.13\|41.94\|38.82\|462450;2026-09-01\|38.79\|-7.11\|41.90\|42.00\|38.28\|507397;2026-09-02\|37.71\|-2.78\|38.14\|39.11\|37.40\|423433;2026-09-03\|39.02\|3.47\|38.30\|39.89\|37.70\|418299;2026-09-04\|36.20\|-7.23\|39.01\|39.45\|35.90\|456115;2026-09-07\|37.88\|4.64\|36.50\|38.49\|35.71\|406578;2026-09-08\|36.81\|-2.82\|37.88\|38.28\|36.00\|348228;2026-09-09\|37.94\|3.07\|37.50\|39.09\|36.85\|406882;2026-09-10\|37.75\|-0.50\|37.67\|38.20\|36.80\|246919;2026-09-11\|37.05\|-1.85\|37.38\|37.46\|35.39\|276837
119893	英伟达Rubin成全球首个100%液冷AI计算平台	液冷泵+算力温控+泵业龙头行业原因：当地时间6月21日，英伟达官方博客发布了一篇文章，详细介绍了即将量产的Rubin平台所使用的全面液冷技术，以及其带来的“数据中心历史上最重要的能效突破之一”。Rubin是全球首个实现100%液冷的AI计算平台。公司原因： 1、据2026年4月29日机构调研，公司液冷泵产品实现全场景覆盖，其中1kW-10kW储能液冷电子屏蔽泵国内市场份额位居行业前列，已规模化批量发货；10kW以上重点布局数据中心22-37kW大功率电子屏蔽泵，目前处于与客户沟通、联合迭代阶段。 2、据2025年年报，公司液冷温控业务2025年实现营收约1.56亿元，同比增长超过60%，屏蔽液冷泵在算力服务领域实现新场景突破，并配合相关客户开展产品测试、送样及认证工作。 3、据2025年年报，公司是国内同行业公司中产品品类较为齐全、市场布局较为全面的泵业企业，旗下拥有“大元”、“新沪”、“雷客”等品牌，同时在民用水泵、家庭用泵及工商业领域进行三大市场布局。	公司表示已完成在储能及数据机房液冷领域的产品储备，已开始小批量接受客户订单，公司与华为、中兴在IDC温控领域推进屏蔽齿轮泵项目	2026-05-08\|54.95\|1.48\|53.01\|56.40\|52.16\|152645;2026-05-11\|60.45\|10.01\|57.12\|60.45\|57.10\|111060;2026-05-12\|60.52\|0.12\|62.00\|63.00\|58.30\|247331;2026-05-13\|61.43\|1.50\|60.27\|61.99\|58.58\|147247;2026-05-14\|58.01\|-5.57\|60.88\|61.00\|58.00\|110469;2026-05-15\|61.80\|6.53\|58.49\|63.81\|58.49\|172281;2026-05-18\|60.80\|-1.62\|60.23\|62.67\|58.20\|146984;2026-05-19\|63.66\|4.70\|61.00\|64.62\|59.78\|192835;2026-05-20\|66.50\|4.46\|62.97\|67.56\|61.26\|181516;2026-05-21\|59.85\|-10.00\|65.20\|66.00\|59.85\|224646;2026-05-22\|65.04\|8.67\|58.65\|65.50\|58.65\|213380;2026-05-25\|61.17\|-5.95\|65.00\|65.32\|60.76\|134018;2026-05-26\|55.47\|-9.32\|61.00\|61.01\|55.05\|163930;2026-05-27\|53.00\|-4.45\|55.66\|56.27\|52.51\|101170;2026-05-28\|58.30\|10.00\|53.79\|58.30\|52.94\|75404;2026-05-29\|54.78\|-6.04\|58.50\|59.18\|54.45\|147090;2026-06-01\|58.55\|6.88\|54.52\|60.26\|52.60\|209987;2026-06-02\|59.75\|2.05\|60.70\|61.86\|56.10\|223396;2026-06-03\|56.43\|-5.56\|58.00\|61.16\|55.88\|177774;2026-06-04\|57.73\|2.30\|55.00\|59.36\|54.61\|132648;2026-06-05\|54.38\|-5.80\|56.22\|57.00\|53.88\|116092;2026-06-08\|51.93\|-4.15\|50.50\|53.96\|50.49\|71522;2026-06-09\|53.50\|3.02\|52.05\|54.17\|51.31\|87877;2026-06-10\|48.15\|-10.00\|52.07\|52.60\|48.15\|123897;2026-06-11\|46.69\|-3.03\|46.84\|48.26\|46.00\|80772;2026-06-12\|46.90\|0.45\|47.56\|48.18\|46.78\|67354;2026-06-15\|50.49\|7.65\|48.30\|51.59\|48.01\|151477;2026-06-16\|54.67\|8.28\|51.10\|54.96\|50.68\|138086;2026-06-17\|53.09\|-2.89\|53.56\|54.86\|52.60\|97502;2026-06-18\|56.06\|5.59\|53.10\|56.85\|53.00\|142060;2026-06-22\|61.67\|10.01\|56.06\|61.67\|52.01\|279576;2026-06-23\|67.84\|10.00\|67.84\|67.84\|67.84\|75088;2026-06-24\|73.70\|8.64\|69.30\|74.50\|66.00\|333470;2026-06-25\|71.92\|-2.42\|72.73\|77.49\|71.27\|262545;2026-06-26\|74.22\|3.20\|71.00\|76.49\|68.98\|209982;2026-06-29\|70.40\|-5.15\|71.45\|75.50\|68.37\|158477;2026-06-30\|75.76\|7.61\|68.85\|76.58\|68.58\|144243;2026-07-01\|72.78\|-3.93\|75.41\|79.07\|72.41\|107454;2026-07-02\|74.07\|1.77\|70.00\|80.06\|70.00\|137722;2026-07-03\|71.99\|-2.81\|75.00\|76.97\|71.95\|139702;2026-07-06\|79.19\|10.00\|70.31\|79.19\|70.31\|157978;2026-07-07\|74.18\|-6.33\|82.00\|84.66\|72.80\|211139;2026-07-08\|70.11\|-5.49\|74.20\|77.62\|70.00\|169044;2026-07-09\|77.12\|10.00\|69.82\|77.12\|68.55\|161096;2026-07-10\|77.53\|0.53\|77.12\|80.14\|76.35\|161480;2026-07-13\|74.45\|-3.97\|75.00\|81.99\|73.74\|155408;2026-07-14\|78.28\|5.14\|71.52\|81.40\|71.52\|197136;2026-07-15\|77.00\|-1.64\|78.00\|81.10\|70.45\|222846;2026-07-16\|79.50\|3.25\|74.67\|83.97\|71.08\|177430;2026-07-17\|76.35\|-3.96\|79.27\|86.62\|73.40\|237340;2026-07-20\|68.72\|-9.99\|76.00\|79.86\|68.72\|197015;2026-07-21\|65.15\|-5.20\|61.85\|66.98\|61.85\|236923;2026-07-22\|62.82\|-3.58\|62.10\|68.00\|62.00\|176947;2026-07-23\|61.50\|-2.10\|62.04\|68.20\|59.60\|200150;2026-07-24\|58.86\|-4.29\|59.30\|61.87\|56.75\|140326;2026-07-27\|62.93\|6.91\|59.10\|63.13\|57.45\|101059;2026-07-28\|56.64\|-10.00\|61.08\|63.18\|56.64\|111859;2026-07-29\|56.18\|-0.81\|56.65\|57.50\|52.59\|111354;2026-07-30\|50.56\|-10.00\|56.10\|56.65\|50.56\|84137;2026-07-31\|52.12\|3.09\|53.50\|54.50\|51.98\|109872;2026-08-03\|50.65\|-2.82\|52.50\|53.33\|49.65\|79698;2026-08-04\|55.72\|10.01\|51.88\|55.72\|51.66\|95793;2026-08-05\|58.40\|4.81\|54.60\|61.00\|54.60\|131589;2026-08-06\|59.10\|1.20\|57.50\|60.45\|57.14\|77805;2026-08-07\|65.01\|10.00\|59.70\|65.01\|59.70\|56375;2026-08-10\|62.70\|-3.55\|65.05\|66.30\|61.69\|122087;2026-08-11\|61.50\|-1.91\|62.04\|62.99\|60.90\|81046;2026-08-12\|61.70\|0.33\|61.89\|64.30\|59.61\|149409;2026-08-13\|58.33\|-5.46\|61.50\|63.00\|58.33\|162796;2026-08-14\|61.20\|4.92\|59.04\|62.14\|58.99\|160433;2026-08-17\|64.48\|5.36\|62.00\|65.00\|60.45\|122079;2026-08-18\|63.96\|-0.81\|64.08\|64.47\|62.78\|102252;2026-08-19\|57.56\|-10.01\|61.43\|63.00\|57.56\|92825;2026-08-20\|58.28\|1.25\|58.48\|58.99\|56.88\|53785;2026-08-21\|62.36\|7.00\|57.83\|64.11\|57.83\|152254;2026-08-24\|63.50\|1.83\|62.50\|65.50\|61.70\|141093;2026-08-25\|66.11\|4.11\|61.08\|67.36\|61.08\|175573;2026-08-26\|63.51\|-3.93\|66.19\|67.88\|62.85\|136482;2026-08-27\|67.80\|6.75\|63.61\|68.80\|63.61\|160201;2026-08-28\|65.28\|-3.72\|67.32\|68.10\|65.13\|121585;2026-08-31\|69.38\|6.28\|63.61\|69.82\|63.00\|136594;2026-09-01\|69.59\|0.30\|69.38\|71.35\|68.38\|120947;2026-09-02\|72.22\|3.78\|68.35\|74.39\|67.32\|143022;2026-09-03\|79.44\|10.00\|72.51\|79.44\|70.80\|179255;2026-09-04\|72.41\|-8.85\|78.73\|79.90\|71.50\|196943;2026-09-07\|72.88\|0.65\|70.40\|74.50\|69.01\|154638;2026-09-08\|71.27\|-2.21\|71.76\|71.78\|67.67\|121392;2026-09-09\|67.72\|-4.98\|70.50\|71.00\|67.00\|109261;2026-09-10\|64.80\|-4.31\|66.50\|67.17\|64.70\|80022;2026-09-11\|63.58\|-1.88\|63.35\|64.50\|61.57\|73534
119892	国家航天局：我国将建立近地小行星天地协同监测体系	卫星制造+商业航天+年报增长+央企行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2026年3月31日披露的2025年年报，公司2025年营收61.03亿元、同比增长18.35%，归母净利润3555.67万元、同比增长27.38%，全年完成“张衡一号”02星等科研任务并参与卫星互联网星座配套。 2、据2025年11月17日机构调研纪要，公司2024年成功发射24颗小/微小卫星，正承担低轨卫星互联网星上载荷、地面信关站基带处理设备及宽带通信终端等核心配套。 3、公司最终控制人为国务院国资委，控股股东为中国空间技术研究院，具备央企背景。	国内卫星制造龙头，北斗主要提供商之一，主营小卫星 / 微小卫星研制、宇航部组件配套、卫星通导遥终端及地面应用系统集成，提供卫星运营服务与天地一体信息解决方案	2026-05-08\|114.18\|6.41\|105.57\|118.00\|105.55\|888802;2026-05-11\|116.11\|1.69\|115.40\|119.50\|113.54\|700996;2026-05-12\|111.66\|-3.83\|115.00\|115.80\|111.53\|603719;2026-05-13\|112.00\|0.30\|110.00\|113.30\|107.80\|586872;2026-05-14\|100.80\|-10.00\|111.81\|111.81\|100.80\|797345;2026-05-15\|95.82\|-4.94\|99.00\|100.70\|95.25\|716412;2026-05-18\|96.92\|1.15\|95.00\|99.55\|95.00\|467567;2026-05-19\|87.23\|-10.00\|90.66\|91.99\|87.23\|772156;2026-05-20\|86.36\|-1.00\|85.00\|87.88\|84.84\|582973;2026-05-21\|85.27\|-1.26\|86.36\|89.17\|85.16\|537371;2026-05-22\|85.19\|-0.09\|85.70\|86.73\|83.75\|385738;2026-05-25\|87.84\|3.11\|86.00\|88.34\|85.00\|516410;2026-05-26\|84.54\|-3.76\|86.38\|86.50\|82.88\|457320;2026-05-27\|82.00\|-3.00\|85.96\|86.30\|81.00\|404889;2026-05-28\|81.97\|-0.04\|81.50\|83.50\|79.85\|334857;2026-05-29\|76.93\|-6.15\|81.88\|82.00\|76.27\|468881;2026-06-01\|76.60\|-0.43\|76.27\|78.68\|76.27\|320835;2026-06-02\|76.40\|-0.26\|77.20\|77.38\|73.01\|352756;2026-06-03\|81.58\|6.78\|76.40\|84.00\|76.00\|616043;2026-06-04\|80.28\|-1.59\|80.00\|81.28\|79.00\|363830;2026-06-05\|84.95\|5.82\|82.46\|85.00\|80.50\|765745;2026-06-08\|82.20\|-3.24\|82.00\|86.66\|81.00\|566485;2026-06-09\|79.85\|-2.86\|82.21\|82.21\|77.59\|479346;2026-06-10\|77.62\|-2.79\|79.90\|82.18\|76.71\|366288;2026-06-11\|78.03\|0.53\|76.50\|79.21\|75.29\|388127;2026-06-12\|78.00\|-0.04\|79.53\|81.72\|78.00\|577779;2026-06-15\|75.86\|-2.74\|76.99\|77.20\|73.93\|496596;2026-06-16\|75.26\|-0.79\|77.45\|77.80\|75.14\|416621;2026-06-17\|75.79\|0.70\|74.51\|77.77\|74.11\|453433;2026-06-18\|76.52\|0.96\|74.51\|77.54\|73.80\|454695;2026-06-22\|75.80\|-0.94\|75.60\|76.00\|72.68\|505315;2026-06-23\|71.57\|-5.58\|74.92\|75.14\|71.07\|419536;2026-06-24\|71.80\|0.32\|70.99\|72.58\|68.79\|386184;2026-06-25\|70.70\|-1.53\|71.80\|73.18\|70.16\|312142;2026-06-26\|77.77\|10.00\|70.38\|77.77\|68.68\|901579;2026-06-29\|81.02\|4.18\|78.00\|81.80\|74.93\|886366;2026-06-30\|82.05\|1.27\|82.00\|84.17\|80.75\|764893;2026-07-01\|85.65\|4.39\|82.00\|87.58\|80.84\|789941;2026-07-02\|81.50\|-4.85\|84.00\|87.20\|81.32\|635006;2026-07-03\|86.30\|5.89\|80.06\|88.76\|80.06\|676072;2026-07-06\|83.15\|-3.65\|87.85\|88.87\|82.45\|557950;2026-07-07\|79.48\|-4.41\|83.15\|84.78\|78.30\|457122;2026-07-08\|77.93\|-1.95\|79.40\|81.83\|76.85\|387254;2026-07-09\|81.84\|5.02\|77.92\|82.00\|77.50\|437020;2026-07-10\|90.02\|10.00\|81.19\|90.02\|78.60\|625601;2026-07-13\|91.26\|1.38\|93.50\|99.00\|86.00\|1493576;2026-07-14\|82.13\|-10.00\|86.00\|87.60\|82.13\|256501;2026-07-15\|73.92\|-10.00\|77.09\|79.79\|73.92\|841158;2026-07-16\|69.16\|-6.44\|70.03\|73.83\|67.20\|691284;2026-07-17\|62.35\|-9.85\|68.00\|68.85\|62.24\|674653;2026-07-20\|59.48\|-4.60\|63.80\|64.09\|57.39\|517499;2026-07-21\|61.29\|3.04\|59.48\|61.68\|54.71\|568201;2026-07-22\|59.61\|-2.74\|59.92\|64.28\|59.51\|498180;2026-07-23\|61.07\|2.45\|58.69\|62.20\|58.69\|431509;2026-07-24\|57.78\|-5.37\|59.95\|60.58\|57.75\|300240;2026-07-27\|59.70\|3.32\|57.60\|59.95\|57.06\|277273;2026-07-28\|57.94\|-2.95\|58.91\|60.68\|57.50\|274527;2026-07-29\|57.69\|-0.43\|58.42\|59.00\|55.81\|265286;2026-07-30\|54.79\|-5.03\|57.55\|57.78\|54.75\|297678;2026-07-31\|57.44\|4.84\|56.01\|58.30\|56.01\|375607;2026-08-03\|59.77\|4.06\|57.45\|60.23\|56.80\|389979;2026-08-04\|61.84\|3.46\|60.02\|62.16\|59.76\|378386;2026-08-05\|63.13\|2.09\|61.88\|63.78\|61.88\|384853;2026-08-06\|65.33\|3.48\|62.50\|66.40\|62.40\|471162;2026-08-07\|68.68\|5.13\|65.85\|69.73\|64.69\|527344;2026-08-10\|69.13\|0.66\|69.60\|69.99\|65.92\|528455;2026-08-11\|63.52\|-8.12\|65.77\|66.80\|62.31\|619148;2026-08-12\|65.57\|3.23\|63.51\|66.28\|63.00\|394226;2026-08-13\|66.10\|0.81\|65.89\|67.64\|65.88\|357138;2026-08-14\|66.84\|1.12\|66.59\|67.97\|65.04\|263864;2026-08-17\|68.86\|3.02\|67.45\|68.95\|66.96\|301243;2026-08-18\|69.00\|0.20\|68.40\|69.72\|67.84\|346334;2026-08-19\|67.51\|-2.16\|72.00\|72.78\|66.17\|914577;2026-08-20\|61.44\|-8.99\|65.03\|65.59\|61.43\|664783;2026-08-21\|62.10\|1.07\|61.00\|62.88\|60.90\|352997;2026-08-24\|59.40\|-4.35\|61.90\|61.93\|58.58\|359133;2026-08-25\|60.24\|1.41\|58.86\|60.40\|58.02\|229550;2026-08-26\|60.20\|-0.07\|60.24\|60.85\|59.52\|176390;2026-08-27\|61.60\|2.33\|59.95\|61.82\|59.93\|219069;2026-08-28\|60.23\|-2.22\|61.28\|61.71\|60.17\|210545;2026-08-31\|60.41\|0.30\|59.00\|61.28\|58.93\|200547;2026-09-01\|59.42\|-1.64\|60.30\|60.30\|59.39\|166354;2026-09-02\|58.67\|-1.26\|58.99\|59.67\|58.28\|180173;2026-09-03\|57.90\|-1.31\|59.10\|59.17\|57.64\|166715;2026-09-04\|57.62\|-0.48\|58.38\|58.97\|57.38\|197179;2026-09-07\|57.72\|0.17\|57.67\|57.93\|57.04\|162684;2026-09-08\|57.86\|0.24\|57.75\|58.68\|57.52\|170441;2026-09-09\|58.36\|0.86\|57.89\|58.89\|57.35\|222549;2026-09-10\|58.73\|0.63\|57.68\|59.30\|57.58\|245886;2026-09-11\|57.94\|-1.35\|58.09\|58.79\|56.65\|236098
119891	国家航天局：我国将建立近地小行星天地协同监测体系	卫星互联网+商业航天+央企行业原因：据中国航天报，4月17日，国家航天局在京召开2026年“中国航天日”新闻发布会。发布会介绍，2026年中国航天任务继续密集实施，天问二号将接近目标小行星，开展近距离探测；载人航天工程将实施神舟二十三号等载人飞船任务；多型重复使用火箭将开展飞行验证；商业航天将以高水平安全保障高质量发展。公司原因： 1、据2025年年度报告，公司运营管理19颗商用通信广播卫星，建成我国首张高轨Ka高通量卫星互联网，覆盖国土全境及“一带一路”重点区域，为海洋、航空、应急等场景提供高速卫星互联网接入服务。 2、据2026年4月3日公告，控股股东中国航天科技集团2024年可交换债券已全额换股并提前摘牌，控股股东及一致行动人持股比例保持稳定，央企背景强化市场信心。	卫星通信运营服务商；公司通过承担北斗卫星导航工程等国家航天重大工程，参与了众多型号通信卫星的研制任务；公司卫星应用设备及产品中，包括卫星遥感、卫星导航和卫星通信相关产品及应用系统、北斗芯片等	2026-05-08\|39.80\|5.21\|37.60\|40.88\|37.38\|1388432;2026-05-11\|39.81\|0.03\|40.10\|41.00\|39.39\|1132138;2026-05-12\|38.26\|-3.89\|39.60\|39.70\|38.11\|818114;2026-05-13\|38.39\|0.34\|38.24\|38.64\|37.76\|584313;2026-05-14\|35.70\|-7.01\|38.40\|38.45\|35.70\|806445;2026-05-15\|35.09\|-1.71\|35.68\|36.06\|34.51\|646034;2026-05-18\|35.47\|1.08\|35.00\|36.28\|34.83\|443199;2026-05-19\|34.32\|-3.24\|35.00\|35.00\|33.65\|608946;2026-05-20\|33.98\|-0.99\|33.88\|34.33\|33.70\|350432;2026-05-21\|33.11\|-2.56\|34.20\|34.61\|33.00\|452696;2026-05-22\|33.37\|0.79\|33.15\|33.50\|32.80\|271095;2026-05-25\|33.40\|0.09\|33.98\|34.28\|32.80\|397632;2026-05-26\|32.16\|-3.71\|33.11\|33.11\|31.68\|433134;2026-05-27\|31.47\|-2.15\|32.46\|32.56\|31.09\|374685;2026-05-28\|31.75\|0.89\|31.47\|32.08\|30.87\|348551;2026-05-29\|30.10\|-5.20\|31.60\|31.60\|30.00\|426165;2026-06-01\|29.67\|-1.43\|29.99\|30.49\|29.65\|309111;2026-06-02\|29.73\|0.20\|29.96\|29.98\|28.23\|395239;2026-06-03\|30.43\|2.35\|29.58\|31.66\|29.47\|550188;2026-06-04\|30.09\|-1.12\|30.02\|30.83\|29.82\|353982;2026-06-05\|32.00\|6.35\|30.51\|32.03\|30.43\|774958;2026-06-08\|32.19\|0.59\|30.84\|32.98\|30.80\|689384;2026-06-09\|31.91\|-0.87\|31.70\|32.10\|31.08\|421100;2026-06-10\|30.66\|-3.92\|31.65\|32.28\|30.60\|371927;2026-06-11\|31.95\|4.21\|30.18\|32.00\|29.41\|571642;2026-06-12\|33.84\|5.92\|32.60\|34.50\|31.80\|1010417;2026-06-15\|32.77\|-3.16\|33.00\|33.09\|32.11\|609198;2026-06-16\|32.18\|-1.80\|33.25\|33.44\|32.16\|466852;2026-06-17\|31.26\|-2.86\|31.80\|32.51\|31.20\|468558;2026-06-18\|30.89\|-1.18\|31.00\|31.60\|30.40\|430140;2026-06-22\|30.47\|-1.36\|30.59\|30.77\|29.50\|489881;2026-06-23\|28.92\|-5.09\|30.27\|30.30\|28.85\|412969;2026-06-24\|28.99\|0.24\|28.60\|29.38\|28.05\|341412;2026-06-25\|27.98\|-3.38\|28.74\|29.30\|27.77\|407242;2026-06-26\|29.35\|4.90\|28.00\|30.41\|27.02\|884018;2026-06-29\|29.15\|-0.68\|29.06\|29.50\|28.19\|487896;2026-06-30\|30.25\|3.77\|29.50\|30.52\|29.40\|566341;2026-07-01\|30.80\|1.82\|30.04\|31.35\|29.85\|588690;2026-07-02\|29.69\|-3.60\|30.50\|31.10\|29.66\|436783;2026-07-03\|31.25\|5.25\|29.62\|31.50\|29.61\|617450;2026-07-06\|29.98\|-4.06\|31.45\|32.00\|29.88\|510007;2026-07-07\|29.17\|-2.70\|29.93\|30.84\|28.97\|386046;2026-07-08\|28.41\|-2.61\|29.18\|29.68\|28.40\|273811;2026-07-09\|29.89\|5.21\|28.27\|30.02\|28.27\|341643;2026-07-10\|32.88\|10.00\|29.82\|32.88\|28.91\|655819;2026-07-13\|31.56\|-4.01\|34.00\|34.88\|29.88\|1350462;2026-07-14\|28.91\|-8.40\|30.60\|30.97\|28.40\|774608;2026-07-15\|27.83\|-3.74\|28.09\|29.30\|27.83\|473013;2026-07-16\|27.42\|-1.47\|27.14\|28.12\|26.87\|311874;2026-07-17\|25.59\|-6.67\|27.20\|27.60\|25.30\|407893;2026-07-20\|24.55\|-4.06\|25.82\|26.16\|24.00\|411000;2026-07-21\|25.18\|2.57\|24.62\|25.33\|23.57\|381605;2026-07-22\|24.72\|-1.83\|24.90\|25.90\|24.70\|308761;2026-07-23\|25.61\|3.60\|24.47\|26.10\|24.35\|375471;2026-07-24\|25.03\|-2.26\|25.29\|25.60\|25.02\|222887;2026-07-27\|25.33\|1.20\|24.90\|25.54\|24.72\|185723;2026-07-28\|24.99\|-1.34\|24.91\|25.45\|24.76\|193510;2026-07-29\|25.17\|0.72\|25.09\|25.25\|24.58\|186085;2026-07-30\|24.54\|-2.50\|25.01\|25.18\|24.50\|186193;2026-07-31\|25.22\|2.77\|24.97\|25.48\|24.97\|253640;2026-08-03\|25.88\|2.62\|25.15\|26.00\|25.09\|248404;2026-08-04\|26.60\|2.78\|25.98\|26.65\|25.89\|278140;2026-08-05\|26.81\|0.79\|26.70\|27.05\|26.60\|295455;2026-08-06\|26.99\|0.67\|26.53\|27.35\|26.46\|327274;2026-08-07\|27.42\|1.59\|27.05\|27.68\|26.53\|374889;2026-08-10\|27.56\|0.51\|27.59\|27.72\|26.71\|332082;2026-08-11\|26.05\|-5.48\|26.31\|26.75\|25.74\|398189;2026-08-12\|26.50\|1.73\|25.90\|26.65\|25.88\|227620;2026-08-13\|26.27\|-0.87\|26.75\|26.97\|26.26\|214874;2026-08-14\|26.49\|0.84\|26.45\|26.57\|26.02\|160191;2026-08-17\|26.96\|1.77\|26.49\|26.98\|26.46\|185793;2026-08-18\|27.06\|0.37\|26.90\|27.12\|26.62\|203723;2026-08-19\|25.88\|-4.36\|27.63\|27.90\|25.58\|680980;2026-08-20\|24.36\|-5.87\|25.50\|25.62\|24.33\|419991;2026-08-21\|24.43\|0.29\|24.18\|24.65\|24.10\|174130;2026-08-24\|23.76\|-2.74\|24.60\|24.60\|23.57\|228171;2026-08-25\|23.79\|0.13\|23.51\|23.91\|23.21\|168845;2026-08-26\|24.11\|1.35\|23.80\|24.24\|23.72\|153557;2026-08-27\|24.33\|0.91\|24.11\|24.39\|23.99\|156657;2026-08-28\|24.04\|-1.19\|24.28\|24.40\|24.02\|145232;2026-08-31\|24.40\|1.50\|23.77\|24.47\|23.70\|181129;2026-09-01\|24.30\|-0.41\|24.38\|24.45\|24.17\|134800;2026-09-02\|24.14\|-0.66\|24.04\|24.40\|24.03\|140275;2026-09-03\|23.93\|-0.87\|24.29\|24.30\|23.80\|132646;2026-09-04\|24.00\|0.29\|24.10\|24.48\|23.92\|210731;2026-09-07\|23.98\|-0.08\|24.00\|24.10\|23.70\|146920;2026-09-08\|24.24\|1.08\|23.98\|24.42\|23.96\|162349;2026-09-09\|24.26\|0.08\|24.23\|24.44\|24.05\|156781;2026-09-10\|24.29\|0.12\|24.08\|24.45\|23.99\|150072;2026-09-11\|24.16\|-0.54\|24.12\|24.39\|23.71\|183721
119890	国家航天局：我国将建立近地小行星天地协同监测体系	涨停揭秘：参股公司信维电科高端MLCC通过国内主流客户认证并批量交付，同时高精密连接器切入商业卫星地面接收站供应链；涨停缘由：信维电科高端MLCC部分关键高容料号已通过国内主流客户认证并批量交付；正送样北美大客户验证；高精密连接器已成功供货国外商业卫星地面接收站客户；服务器等新应用场景合作持续推进；资金逻辑：被动元件板块因龙头涨价函集体走强，铝电解及薄膜电容概念涨超2%，资金偏好具备技术突破与海外验证进展的标的；风险提示：MLCC业务仍处导入期，北美客户验证结果未明，卫星通信业务占比低，短期难显著增厚业绩	1、公司高精密连接器等产品解决方案可应用于商业卫星的地面接收站，已成功给国外部分客户供货； 2、参股公司信维电科的高端MLCC业务，部分关键高容料号已通过国内主流客户认证并实现批量交付，目前正送样北美大客户验证，公司正拓展与客户在服务器等相关领域的业务合作与交流	2026-05-08\|101.35\|-0.30\|101.00\|103.18\|99.30\|858859;2026-05-11\|115.57\|14.03\|106.80\|116.60\|105.78\|1098041;2026-05-12\|109.30\|-5.43\|117.65\|118.17\|107.50\|1160880;2026-05-13\|113.70\|4.03\|108.55\|114.88\|108.55\|870221;2026-05-14\|102.51\|-9.84\|112.88\|114.88\|102.51\|1335583;2026-05-15\|99.61\|-2.83\|103.80\|104.77\|97.32\|1127994;2026-05-18\|111.75\|12.19\|102.38\|117.00\|101.50\|1327053;2026-05-19\|111.00\|-0.67\|111.97\|114.36\|108.68\|918117;2026-05-20\|112.40\|1.26\|109.58\|113.55\|107.11\|859782;2026-05-21\|109.55\|-2.54\|113.00\|118.00\|108.00\|1158602;2026-05-22\|118.98\|8.66\|106.00\|120.60\|104.06\|1144474;2026-05-25\|118.63\|-0.29\|122.00\|124.55\|113.80\|1121085;2026-05-26\|110.33\|-7.00\|115.81\|116.40\|108.69\|990439;2026-05-27\|111.98\|1.50\|113.70\|114.99\|107.01\|911888;2026-05-28\|113.68\|1.52\|109.74\|115.80\|106.98\|833303;2026-05-29\|98.65\|-13.22\|111.00\|112.48\|95.51\|1397778;2026-06-01\|91.53\|-7.22\|96.89\|98.35\|91.18\|979532;2026-06-02\|91.97\|0.48\|92.08\|93.99\|88.00\|807513;2026-06-03\|95.60\|3.95\|91.00\|99.80\|90.50\|950822;2026-06-04\|98.00\|2.51\|93.00\|98.50\|93.00\|679734;2026-06-05\|106.33\|8.50\|100.00\|108.98\|97.00\|1290149;2026-06-08\|103.65\|-2.52\|101.36\|110.18\|101.36\|1084773;2026-06-09\|103.00\|-0.63\|101.97\|104.00\|96.39\|920482;2026-06-10\|96.39\|-6.42\|100.86\|103.90\|95.30\|743686;2026-06-11\|99.28\|3.00\|96.37\|101.87\|92.68\|918558;2026-06-12\|96.86\|-2.44\|102.87\|105.00\|96.16\|940885;2026-06-15\|97.70\|0.87\|94.00\|98.99\|90.00\|989095;2026-06-16\|100.16\|2.52\|104.49\|106.80\|99.50\|1182487;2026-06-17\|105.56\|5.39\|104.66\|112.90\|103.20\|1495046;2026-06-18\|107.45\|1.79\|102.50\|110.80\|101.58\|1219061;2026-06-22\|99.32\|-7.57\|105.45\|108.78\|97.50\|1254468;2026-06-23\|95.48\|-3.87\|95.91\|98.79\|93.00\|868638;2026-06-24\|103.12\|8.00\|94.24\|104.88\|93.18\|1040595;2026-06-25\|116.73\|13.20\|103.00\|117.56\|102.30\|1559298;2026-06-26\|118.19\|1.25\|114.63\|121.40\|113.12\|1174706;2026-06-29\|116.75\|-1.22\|121.40\|129.44\|115.93\|1161661;2026-06-30\|119.25\|2.14\|117.01\|120.77\|113.75\|836134;2026-07-01\|112.16\|-5.95\|120.50\|123.36\|109.64\|1002564;2026-07-02\|101.01\|-9.94\|106.50\|108.77\|100.80\|752946;2026-07-03\|102.60\|1.57\|101.00\|107.18\|100.99\|650214;2026-07-06\|93.67\|-8.70\|102.91\|104.60\|93.38\|701867;2026-07-07\|93.40\|-0.29\|93.00\|96.60\|92.20\|453103;2026-07-08\|89.88\|-3.77\|94.80\|94.90\|89.68\|511552;2026-07-09\|99.71\|10.94\|91.02\|100.45\|87.29\|653201;2026-07-10\|99.38\|-0.33\|98.87\|109.63\|95.33\|1326124;2026-07-13\|86.31\|-13.15\|96.00\|96.99\|86.31\|878289;2026-07-14\|89.70\|3.93\|84.66\|89.95\|80.18\|712596;2026-07-15\|83.93\|-6.43\|95.00\|96.00\|83.83\|632539;2026-07-16\|79.05\|-5.81\|81.38\|85.24\|77.90\|569397;2026-07-17\|69.51\|-12.07\|77.56\|78.50\|69.12\|743365;2026-07-20\|63.18\|-9.11\|72.50\|72.96\|60.44\|811965;2026-07-21\|68.51\|8.44\|64.31\|68.98\|55.78\|974235;2026-07-22\|64.38\|-6.03\|66.60\|69.25\|63.87\|685469;2026-07-23\|66.48\|3.26\|65.02\|69.00\|64.70\|680518;2026-07-24\|62.57\|-5.88\|64.94\|65.88\|62.39\|480001;2026-07-27\|66.66\|6.54\|63.35\|66.67\|62.00\|550806;2026-07-28\|62.40\|-6.39\|64.64\|66.36\|61.85\|450823;2026-07-29\|61.61\|-1.27\|62.40\|64.09\|59.46\|519700;2026-07-30\|56.50\|-8.29\|61.05\|62.20\|55.55\|644435;2026-07-31\|57.48\|1.73\|60.00\|62.00\|57.01\|668433;2026-08-03\|56.50\|-1.70\|56.32\|58.88\|55.75\|527201;2026-08-04\|59.55\|5.40\|57.99\|60.30\|56.22\|588398;2026-08-05\|63.95\|7.39\|58.06\|64.97\|58.00\|753716;2026-08-06\|65.38\|2.24\|62.17\|66.94\|62.17\|751643;2026-08-07\|68.12\|4.19\|66.30\|68.57\|65.23\|802664;2026-08-10\|68.36\|0.35\|69.70\|69.99\|65.55\|684900;2026-08-11\|67.29\|-1.57\|65.98\|69.85\|64.75\|674706;2026-08-12\|68.58\|1.92\|67.11\|70.40\|66.18\|559728;2026-08-13\|67.29\|-1.88\|69.51\|70.70\|67.26\|559816;2026-08-14\|68.30\|1.50\|67.69\|68.99\|66.34\|413367;2026-08-17\|70.40\|3.07\|68.79\|70.40\|68.07\|456381;2026-08-18\|69.65\|-1.07\|70.40\|70.93\|68.46\|429613;2026-08-19\|60.33\|-13.38\|70.39\|70.40\|60.04\|964401;2026-08-20\|59.62\|-1.18\|61.54\|61.95\|58.69\|556036;2026-08-21\|60.96\|2.25\|58.76\|61.78\|58.58\|424731;2026-08-24\|58.92\|-3.35\|60.52\|61.00\|57.54\|419274;2026-08-25\|59.84\|1.56\|58.04\|60.59\|56.71\|356790;2026-08-26\|59.62\|-0.37\|60.00\|60.49\|58.40\|267304;2026-08-27\|62.07\|4.11\|59.70\|62.20\|59.51\|348788;2026-08-28\|60.34\|-2.79\|61.67\|63.20\|60.21\|603588;2026-08-31\|61.21\|1.44\|58.59\|61.21\|58.22\|390035;2026-09-01\|59.04\|-3.55\|61.00\|61.20\|58.86\|312850;2026-09-02\|58.07\|-1.64\|58.08\|58.80\|57.50\|252286;2026-09-03\|57.65\|-0.72\|58.54\|58.94\|56.90\|268175;2026-09-04\|56.18\|-2.55\|58.30\|58.97\|55.66\|314141;2026-09-07\|57.29\|1.98\|56.00\|57.88\|55.99\|304814;2026-09-08\|57.54\|0.44\|57.10\|58.65\|56.73\|316288;2026-09-09\|57.05\|-0.85\|58.26\|58.78\|56.68\|260394;2026-09-10\|56.96\|-0.16\|56.50\|57.77\|56.20\|207039;2026-09-11\|56.83\|-0.23\|56.39\|57.28\|54.23\|367467
119889	国家航天局：我国将建立近地小行星天地协同监测体系	涨停揭秘：公司中标星网研究院终端验证系统项目，叠加英伟达发布“太空计算”平台及长征火箭密集首飞，强化其在6G星地融合通信领域的核心地位；涨停缘由：中标上海卫星互联网研究院终端验证评估系统；星地融合为6G关键技术方向；自研5类核心芯片覆盖数字中频、收发信机等；参与多项国家级星网科研项目；资金逻辑：航天通信板块资金集中度提升，公司作为央企背景+技术壁垒高的星地融合平台型公司获主力持续加仓；风险提示：星网项目执行周期长，收入确认节奏较慢；芯片自研投入大，短期盈利承压。	1、公司下属子公司大唐联仪近期中标上海卫星互联网研究院终端验证评估系统及重庆星网网络系统研究院载荷测试子系统采购项目； 2、公司表示星地融合是面向6G布局的关键技术方向之一，公司在持续开展5G/6G星地融合通信技术的研究与验证； 3、公司通过自研及与国内芯片设计企业合作，规划布局了 5 核心芯片，包含数字中频、收发信机等芯片	2026-05-08\|21.77\|5.17\|20.54\|21.94\|20.41\|1018369;2026-05-11\|22.45\|3.12\|22.60\|24.30\|22.21\|1366844;2026-05-12\|21.92\|-2.36\|22.57\|23.40\|21.72\|968582;2026-05-13\|22.16\|1.09\|21.89\|22.39\|21.31\|1017041;2026-05-14\|20.60\|-7.04\|22.50\|22.70\|20.60\|1098914;2026-05-15\|19.81\|-3.83\|20.75\|20.75\|19.52\|991630;2026-05-18\|19.77\|-0.20\|19.96\|20.70\|19.32\|842479;2026-05-19\|19.35\|-2.12\|19.66\|19.76\|18.80\|724930;2026-05-20\|19.20\|-0.78\|19.20\|19.57\|18.92\|642246;2026-05-21\|18.12\|-5.62\|19.47\|19.78\|18.01\|839322;2026-05-22\|18.60\|2.65\|18.18\|18.73\|17.71\|587043;2026-05-25\|18.69\|0.48\|18.94\|18.97\|17.88\|638931;2026-05-26\|17.90\|-4.23\|18.55\|18.56\|17.60\|685420;2026-05-27\|17.49\|-2.29\|18.22\|18.23\|17.26\|557941;2026-05-28\|17.86\|2.12\|17.60\|18.18\|17.10\|615752;2026-05-29\|16.14\|-9.63\|17.35\|17.44\|15.70\|1102791;2026-06-01\|15.27\|-5.39\|15.98\|16.09\|15.23\|734340;2026-06-02\|15.72\|2.95\|15.50\|15.99\|14.91\|615307;2026-06-03\|16.30\|3.69\|15.72\|16.77\|15.61\|654837;2026-06-04\|15.93\|-2.27\|16.07\|16.38\|15.71\|460015;2026-06-05\|16.98\|6.59\|16.30\|18.17\|15.97\|1125624;2026-06-08\|15.72\|-7.42\|16.33\|17.14\|15.63\|828467;2026-06-09\|16.20\|3.05\|15.97\|16.36\|15.51\|599891;2026-06-10\|15.70\|-3.09\|16.02\|16.80\|15.51\|524125;2026-06-11\|15.75\|0.32\|15.39\|16.07\|15.30\|446144;2026-06-12\|15.87\|0.76\|16.08\|17.09\|15.79\|769287;2026-06-15\|15.51\|-2.27\|15.51\|15.77\|14.98\|722789;2026-06-16\|15.33\|-1.16\|15.78\|15.97\|15.24\|672317;2026-06-17\|17.37\|13.31\|15.35\|17.45\|15.13\|1251511;2026-06-18\|17.72\|2.02\|17.35\|18.63\|16.96\|1100446;2026-06-22\|17.61\|-0.62\|17.60\|17.83\|16.82\|852448;2026-06-23\|16.91\|-3.98\|17.30\|17.48\|16.81\|561413;2026-06-24\|17.71\|4.73\|16.80\|17.99\|16.50\|746016;2026-06-25\|18.13\|2.37\|17.70\|18.88\|17.41\|841250;2026-06-26\|19.51\|7.61\|17.85\|20.10\|17.62\|1205881;2026-06-29\|18.91\|-3.08\|19.30\|20.03\|18.76\|936792;2026-06-30\|19.84\|4.92\|19.26\|19.97\|19.03\|813274;2026-07-01\|20.41\|2.87\|19.55\|20.86\|19.43\|897510;2026-07-02\|19.08\|-6.52\|20.05\|20.49\|19.01\|757777;2026-07-03\|21.15\|10.85\|19.05\|21.58\|18.94\|1080208;2026-07-06\|19.67\|-7.00\|21.69\|22.15\|19.58\|918544;2026-07-07\|19.84\|0.86\|19.60\|20.88\|19.25\|763591;2026-07-08\|18.07\|-8.92\|19.58\|20.05\|18.07\|750524;2026-07-09\|20.62\|14.11\|18.19\|20.79\|18.07\|873106;2026-07-10\|22.28\|8.05\|20.51\|24.44\|20.10\|1956734;2026-07-13\|18.60\|-16.52\|21.70\|21.70\|18.19\|1411128;2026-07-14\|16.57\|-10.91\|17.98\|17.98\|15.94\|1092212;2026-07-15\|16.28\|-1.75\|16.45\|17.39\|16.18\|639324;2026-07-16\|15.08\|-7.37\|16.00\|16.60\|14.93\|710761;2026-07-17\|13.17\|-12.67\|14.90\|14.90\|12.92\|901917;2026-07-20\|12.26\|-6.91\|13.55\|13.74\|11.85\|828876;2026-07-21\|13.32\|8.65\|12.36\|13.50\|11.22\|832686;2026-07-22\|12.90\|-3.15\|13.05\|13.45\|12.80\|610733;2026-07-23\|13.12\|1.71\|12.96\|13.38\|12.80\|491726;2026-07-24\|12.33\|-6.02\|12.86\|13.07\|12.30\|414390;2026-07-27\|12.72\|3.16\|12.31\|12.80\|12.20\|452382;2026-07-28\|11.96\|-5.97\|12.47\|12.74\|11.85\|428317;2026-07-29\|12.21\|2.09\|12.10\|12.36\|11.61\|511281;2026-07-30\|11.48\|-5.98\|12.22\|12.33\|11.31\|478483;2026-07-31\|11.84\|3.14\|12.15\|12.45\|11.84\|578500;2026-08-03\|12.29\|3.80\|11.95\|12.62\|11.62\|543830;2026-08-04\|13.10\|6.59\|12.64\|13.27\|12.28\|585599;2026-08-05\|13.65\|4.20\|13.15\|13.98\|13.09\|564413;2026-08-06\|14.18\|3.88\|13.48\|14.48\|13.35\|673568;2026-08-07\|14.73\|3.88\|14.50\|14.86\|13.96\|716870;2026-08-10\|14.72\|-0.07\|14.59\|14.76\|13.97\|693798;2026-08-11\|13.51\|-8.22\|14.11\|14.32\|13.48\|803604;2026-08-12\|13.91\|2.96\|13.51\|14.02\|13.35\|473507;2026-08-13\|13.70\|-1.51\|14.20\|14.45\|13.69\|568457;2026-08-14\|14.44\|5.40\|13.86\|14.58\|13.76\|558471;2026-08-17\|14.78\|2.35\|14.56\|14.81\|14.26\|520568;2026-08-18\|14.79\|0.07\|14.65\|14.97\|14.55\|502285;2026-08-19\|13.49\|-8.79\|15.60\|15.75\|13.40\|1075279;2026-08-20\|12.80\|-5.11\|13.50\|13.57\|12.65\|672628;2026-08-21\|13.02\|1.72\|12.75\|13.30\|12.66\|367110;2026-08-24\|12.30\|-5.53\|12.90\|12.92\|12.02\|476381;2026-08-25\|12.52\|1.79\|12.02\|12.62\|11.95\|298822;2026-08-26\|12.59\|0.56\|12.57\|12.71\|12.31\|282304;2026-08-27\|13.30\|5.64\|12.75\|13.48\|12.75\|421621;2026-08-28\|13.06\|-1.80\|13.22\|13.57\|13.05\|334727;2026-08-31\|13.79\|5.59\|12.87\|13.96\|12.68\|649426;2026-09-01\|13.30\|-3.55\|13.76\|13.76\|13.19\|369252;2026-09-02\|13.07\|-1.73\|13.08\|13.36\|12.84\|280241;2026-09-03\|12.90\|-1.30\|13.22\|13.28\|12.72\|297264;2026-09-04\|12.50\|-3.10\|13.05\|13.12\|12.38\|379032;2026-09-07\|12.43\|-0.56\|12.60\|12.76\|12.26\|396259;2026-09-08\|12.48\|0.40\|12.63\|12.82\|12.41\|458133;2026-09-09\|12.37\|-0.88\|12.50\|12.68\|12.23\|281604;2026-09-10\|12.21\|-1.29\|12.18\|12.44\|12.10\|241372;2026-09-11\|12.18\|-0.25\|12.10\|12.40\|11.79\|395638
119888	国家航天局：我国将建立近地小行星天地协同监测体系	商业航天+钢丝绳龙头+国企改革 1、据2026年4月25日年报，公司“巨龙”牌钢丝绳已成功应用于“神舟”载人宇宙飞船等国家重大航天工程，产品配套长征系列火箭，具备商业航天概念。 2、据2026年4月25日年报，公司钢丝绳产量居世界前列，拥有近百种规格产品，广泛服务于海洋工程、矿山、桥梁等重大项目建设，是全国制造业单项冠军企业。 3、据2026年4月25日年报，公司实际控制人为贵州省人民政府国有资产监督管理委员会，具备国企改革背景。	公司“巨龙”牌钢丝绳已用于“神舟”载人飞船等国家重大航天工程，产品配套长征系列火箭及深中通道等超级工程	2026-05-08\|12.51\|10.03\|11.46\|12.51\|11.41\|135059;2026-05-11\|12.49\|-0.16\|12.51\|12.58\|12.31\|197734;2026-05-12\|12.33\|-1.28\|12.48\|12.62\|12.26\|106070;2026-05-13\|12.48\|1.22\|12.44\|12.59\|12.31\|110452;2026-05-14\|12.07\|-3.29\|12.41\|12.47\|12.07\|88272;2026-05-15\|11.82\|-2.07\|12.15\|12.18\|11.72\|75158;2026-05-18\|13.00\|9.98\|11.82\|13.00\|11.80\|227202;2026-05-19\|12.78\|-1.69\|12.94\|13.24\|12.74\|313393;2026-05-20\|12.55\|-1.80\|12.90\|13.09\|12.42\|168913;2026-05-21\|12.09\|-3.67\|12.69\|12.69\|12.06\|140923;2026-05-22\|12.26\|1.41\|12.11\|12.45\|11.90\|121914;2026-05-25\|12.40\|1.14\|12.27\|12.69\|12.17\|146161;2026-05-26\|12.77\|2.98\|12.25\|12.84\|11.84\|230772;2026-05-27\|12.57\|-1.57\|12.56\|12.80\|12.38\|126441;2026-05-28\|13.00\|3.42\|12.65\|13.08\|12.49\|211886;2026-05-29\|13.20\|1.54\|12.94\|13.50\|12.70\|230686;2026-06-01\|13.18\|-0.15\|13.02\|13.20\|12.90\|142956;2026-06-02\|12.50\|-5.16\|13.05\|13.12\|12.45\|146769;2026-06-03\|12.11\|-3.12\|12.31\|12.65\|11.99\|121534;2026-06-04\|12.21\|0.83\|11.88\|12.36\|11.68\|104255;2026-06-05\|12.28\|0.57\|12.10\|12.42\|11.85\|91444;2026-06-08\|11.51\|-6.27\|11.86\|12.10\|11.45\|105525;2026-06-09\|10.82\|-5.99\|11.63\|11.66\|10.67\|133523;2026-06-10\|10.17\|-6.01\|10.53\|10.70\|10.06\|104810;2026-06-11\|10.01\|-1.57\|10.00\|10.22\|9.82\|74426;2026-06-12\|10.03\|0.20\|10.16\|10.30\|9.94\|69860;2026-06-15\|10.15\|1.20\|10.12\|10.64\|10.08\|69214;2026-06-16\|10.05\|-0.99\|10.17\|10.19\|9.84\|62569;2026-06-17\|9.80\|-2.49\|10.03\|10.07\|9.75\|61136;2026-06-18\|9.69\|-1.12\|9.80\|9.89\|9.62\|52667;2026-06-22\|9.53\|-1.65\|9.69\|9.69\|9.20\|75365;2026-06-23\|9.58\|0.52\|9.51\|9.74\|9.46\|49433;2026-06-24\|9.12\|-4.80\|9.51\|9.57\|9.01\|66619;2026-06-25\|8.98\|-1.54\|9.12\|9.20\|8.88\|53749;2026-06-26\|8.77\|-2.34\|8.90\|8.93\|8.70\|47368;2026-06-29\|8.68\|-1.03\|8.60\|8.78\|8.36\|65628;2026-06-30\|8.62\|-0.69\|8.77\|8.78\|8.49\|47568;2026-07-01\|8.76\|1.62\|8.62\|8.93\|8.58\|63230;2026-07-02\|8.80\|0.46\|8.76\|9.06\|8.73\|53564;2026-07-03\|9.40\|6.82\|8.82\|9.63\|8.81\|121036;2026-07-06\|8.88\|-5.53\|9.31\|9.58\|8.85\|84504;2026-07-07\|8.69\|-2.14\|8.91\|8.92\|8.65\|54965;2026-07-08\|8.80\|1.27\|8.69\|8.97\|8.49\|63373;2026-07-09\|9.68\|10.00\|9.39\|9.68\|9.39\|48033;2026-07-10\|10.65\|10.02\|9.78\|10.65\|9.78\|172261;2026-07-13\|11.72\|10.05\|11.72\|11.72\|11.72\|54418;2026-07-14\|10.55\|-9.98\|11.39\|11.39\|10.55\|331223;2026-07-15\|11.35\|7.58\|10.28\|11.61\|10.10\|382382;2026-07-16\|10.65\|-6.17\|10.96\|11.56\|10.65\|275467;2026-07-17\|11.72\|10.05\|10.65\|11.72\|10.65\|266874;2026-07-20\|11.03\|-5.89\|11.72\|11.73\|10.88\|322881;2026-07-21\|9.93\|-9.97\|10.90\|10.90\|9.93\|260875;2026-07-22\|9.53\|-4.03\|9.69\|9.84\|9.28\|196735;2026-07-23\|9.54\|0.10\|9.35\|9.56\|9.20\|152218;2026-07-24\|9.06\|-5.03\|9.30\|9.47\|9.03\|141780;2026-07-27\|9.23\|1.88\|8.89\|9.30\|8.86\|101254;2026-07-28\|9.17\|-0.65\|9.15\|9.45\|9.10\|84972;2026-07-29\|9.34\|1.85\|9.25\|9.68\|9.20\|128738;2026-07-30\|8.94\|-4.28\|9.27\|9.42\|8.92\|124416;2026-07-31\|9.34\|4.47\|9.09\|9.35\|9.08\|116505;2026-08-03\|9.76\|4.50\|9.30\|9.80\|9.30\|112012;2026-08-04\|9.85\|0.92\|9.74\|9.86\|9.68\|89562;2026-08-05\|9.90\|0.51\|9.84\|9.90\|9.74\|92114;2026-08-06\|10.16\|2.63\|9.82\|10.20\|9.81\|99628;2026-08-07\|10.15\|-0.10\|10.16\|10.22\|9.88\|78216;2026-08-10\|10.44\|2.86\|10.20\|10.48\|10.01\|83108;2026-08-11\|9.98\|-4.41\|9.78\|10.10\|9.65\|130387;2026-08-12\|10.09\|1.10\|9.90\|10.23\|9.90\|101778;2026-08-13\|9.90\|-1.88\|10.21\|10.29\|9.90\|76857;2026-08-14\|9.91\|0.10\|9.90\|10.10\|9.80\|59746;2026-08-17\|10.05\|1.41\|9.92\|10.08\|9.80\|48108;2026-08-18\|10.08\|0.30\|9.98\|10.13\|9.89\|54232;2026-08-19\|9.60\|-4.76\|10.35\|10.50\|9.58\|116354;2026-08-20\|9.67\|0.73\|9.77\|9.77\|9.44\|53033;2026-08-21\|9.62\|-0.52\|9.58\|9.68\|9.49\|35958;2026-08-24\|9.54\|-0.83\|9.60\|9.72\|9.46\|39747;2026-08-25\|9.84\|3.14\|9.54\|9.89\|9.46\|53426;2026-08-26\|9.78\|-0.61\|9.80\|9.92\|9.73\|49151;2026-08-27\|9.75\|-0.31\|9.71\|9.83\|9.64\|41376;2026-08-28\|9.88\|1.33\|9.75\|9.92\|9.71\|46422;2026-08-31\|10.04\|1.62\|9.93\|10.07\|9.80\|50256;2026-09-01\|10.11\|0.70\|10.00\|10.14\|9.96\|46337;2026-09-02\|10.14\|0.30\|10.16\|10.16\|10.01\|34984;2026-09-03\|9.93\|-2.07\|10.17\|10.20\|9.86\|41049;2026-09-04\|9.98\|0.50\|9.98\|10.12\|9.91\|36182;2026-09-07\|10.03\|0.50\|9.90\|10.10\|9.90\|31545;2026-09-08\|10.19\|1.60\|10.03\|10.22\|10.02\|37098;2026-09-09\|10.29\|0.98\|10.25\|10.37\|10.15\|41491;2026-09-10\|10.18\|-1.07\|10.28\|10.35\|10.09\|38409;2026-09-11\|10.01\|-1.67\|10.10\|10.28\|9.83\|48453
119887	证监会同意宇树科技IPO注册	涨停揭秘：通过增资中科鸿泰切入血管介入手术机器人赛道，与优必选情感陪伴机器人形成医疗+家庭双场景协同；涨停缘由：优必选U1系列主打家庭情感陪伴并面向60岁以上康养长者，催化医疗级机器人产业关注度提升；资金逻辑：资金借势情绪扩散至泛机器人医疗应用方向，参股标的具备临床进展确定性，估值弹性较大；风险提示：中科鸿泰尚处注册临床试验阶段，产业化及盈利时间表不明确，投资收益存在不确定性	公司此前拟以3000万元增资医疗机器人企业中科鸿泰，该公司自主研发的全球首款多通道全程辅助血管介入手术机器人已完成注册临床试验首例入组	2026-05-08\|12.81\|0.95\|12.69\|13.03\|12.59\|30720;2026-05-11\|12.70\|-0.86\|12.82\|12.82\|12.62\|27500;2026-05-12\|12.37\|-2.60\|12.71\|12.75\|12.34\|26175;2026-05-13\|12.74\|2.99\|12.38\|12.87\|12.21\|46775;2026-05-14\|12.63\|-0.86\|12.74\|12.82\|12.53\|24192;2026-05-15\|12.74\|0.87\|12.60\|13.22\|12.53\|50711;2026-05-18\|12.57\|-1.33\|12.70\|12.74\|12.42\|34397;2026-05-19\|12.56\|-0.08\|12.62\|12.72\|12.23\|33158;2026-05-20\|13.56\|7.96\|12.57\|13.59\|12.46\|98284;2026-05-21\|13.76\|1.47\|13.44\|14.50\|13.32\|107510;2026-05-22\|14.18\|3.05\|13.83\|14.19\|13.43\|57523;2026-05-25\|14.60\|2.96\|14.40\|15.37\|14.35\|107977;2026-05-26\|14.91\|2.12\|14.44\|15.12\|14.12\|79387;2026-05-27\|14.89\|-0.13\|14.81\|15.12\|14.12\|89191;2026-05-28\|14.77\|-0.81\|14.76\|14.90\|14.35\|45354;2026-05-29\|13.90\|-5.89\|14.66\|14.80\|13.80\|51235;2026-06-01\|14.98\|7.77\|13.88\|15.20\|13.61\|86113;2026-06-02\|15.52\|3.60\|15.00\|15.86\|14.69\|104690;2026-06-03\|15.61\|0.58\|15.50\|15.75\|15.08\|83397;2026-06-04\|14.30\|-8.39\|15.62\|15.62\|13.79\|91391;2026-06-05\|13.99\|-2.17\|14.20\|14.62\|13.63\|53160;2026-06-08\|13.51\|-3.43\|13.62\|13.95\|13.16\|40532;2026-06-09\|13.38\|-0.96\|13.50\|13.74\|13.04\|44190;2026-06-10\|13.67\|2.17\|13.13\|13.71\|12.89\|36633;2026-06-11\|13.29\|-2.78\|13.44\|13.92\|13.09\|25869;2026-06-12\|13.07\|-1.66\|13.47\|13.60\|12.75\|43722;2026-06-15\|13.48\|3.14\|13.12\|13.58\|13.12\|29038;2026-06-16\|13.80\|2.37\|13.40\|13.98\|13.01\|30650;2026-06-17\|13.53\|-1.96\|13.73\|13.93\|13.50\|24647;2026-06-18\|13.32\|-1.55\|13.75\|13.79\|13.01\|29972;2026-06-22\|13.73\|3.08\|13.17\|13.85\|12.83\|51733;2026-06-23\|13.80\|0.51\|14.00\|14.24\|13.74\|34098;2026-06-24\|14.04\|1.74\|13.80\|14.41\|13.27\|54696;2026-06-25\|14.35\|2.21\|14.02\|14.60\|13.71\|49738;2026-06-26\|13.36\|-6.90\|14.35\|14.46\|13.17\|68436;2026-06-29\|13.87\|3.82\|13.30\|13.88\|12.51\|59613;2026-06-30\|15.41\|11.10\|13.87\|15.50\|13.50\|112708;2026-07-01\|17.18\|11.49\|15.46\|17.54\|15.35\|180178;2026-07-02\|16.62\|-3.26\|17.45\|17.54\|16.48\|138162;2026-07-03\|16.36\|-1.56\|16.78\|16.83\|15.91\|60775;2026-07-06\|17.19\|5.07\|16.42\|17.20\|16.00\|89467;2026-07-07\|16.41\|-4.54\|16.87\|17.00\|16.32\|61811;2026-07-08\|17.58\|7.13\|16.52\|17.91\|16.21\|81750;2026-07-09\|19.96\|13.54\|17.36\|20.16\|17.20\|216712;2026-07-10\|17.98\|-9.01\|19.59\|19.74\|17.70\|134913;2026-07-13\|16.45\|-8.51\|17.84\|17.90\|16.35\|77340;2026-07-14\|16.50\|0.30\|16.32\|16.94\|15.80\|60604;2026-07-15\|16.49\|-0.06\|16.34\|16.61\|15.91\|48297;2026-07-16\|15.50\|-6.00\|16.50\|17.34\|15.29\|86278;2026-07-17\|14.01\|-9.61\|15.32\|15.40\|13.85\|86970;2026-07-20\|16.81\|19.99\|14.55\|16.81\|14.55\|85658;2026-07-21\|15.70\|-6.60\|16.91\|17.14\|13.93\|177200;2026-07-22\|15.37\|-2.10\|15.63\|15.98\|15.20\|67270;2026-07-23\|17.28\|12.43\|15.23\|17.30\|15.23\|113421;2026-07-24\|16.04\|-7.18\|17.00\|17.05\|16.00\|82288;2026-07-27\|16.77\|4.55\|15.80\|16.83\|15.50\|67378;2026-07-28\|16.23\|-3.22\|16.77\|17.12\|16.10\|67504;2026-07-29\|16.40\|1.05\|16.24\|16.66\|15.76\|68232;2026-07-30\|14.99\|-8.60\|16.25\|16.50\|14.98\|84628;2026-07-31\|15.02\|0.20\|15.50\|15.74\|14.81\|66377;2026-08-03\|15.41\|2.60\|15.05\|15.80\|15.01\|41827;2026-08-04\|17.76\|15.25\|15.59\|17.84\|15.46\|109887;2026-08-05\|17.82\|0.34\|17.65\|17.88\|16.92\|80715;2026-08-06\|18.53\|3.98\|17.74\|18.86\|17.36\|81335;2026-08-07\|19.23\|3.78\|18.80\|20.38\|18.65\|131329;2026-08-10\|19.66\|2.24\|19.26\|19.79\|18.88\|61751;2026-08-11\|18.77\|-4.53\|19.41\|19.50\|18.71\|77125;2026-08-12\|18.56\|-1.12\|18.76\|18.92\|18.21\|68325;2026-08-13\|18.21\|-1.89\|18.56\|18.80\|18.20\|53178;2026-08-14\|18.32\|0.60\|18.25\|18.59\|17.80\|41698;2026-08-17\|18.66\|1.86\|18.29\|18.72\|18.00\|42717;2026-08-18\|18.78\|0.64\|18.60\|19.08\|18.52\|43559;2026-08-19\|17.45\|-7.08\|18.58\|18.96\|17.45\|53924;2026-08-20\|19.16\|9.80\|17.90\|20.35\|17.40\|102489;2026-08-21\|17.89\|-6.63\|19.16\|19.21\|17.86\|52723;2026-08-24\|17.56\|-1.84\|17.71\|17.80\|16.78\|52200;2026-08-25\|18.30\|4.21\|17.23\|18.43\|17.23\|46460;2026-08-26\|17.99\|-1.69\|18.45\|18.57\|17.84\|28386;2026-08-27\|18.14\|0.83\|17.87\|18.20\|17.70\|24802;2026-08-28\|17.85\|-1.60\|18.02\|18.65\|17.77\|34712;2026-08-31\|18.62\|4.31\|17.53\|18.85\|17.40\|44715;2026-09-01\|18.41\|-1.13\|18.55\|18.74\|18.03\|28946;2026-09-02\|18.41\|0.00\|18.25\|18.68\|17.92\|26325;2026-09-03\|18.41\|0.00\|18.59\|18.90\|18.29\|23177;2026-09-04\|18.12\|-1.58\|18.42\|18.68\|17.92\|32413;2026-09-07\|18.98\|4.75\|18.21\|19.06\|18.17\|65357;2026-09-08\|18.32\|-3.48\|19.17\|19.30\|18.25\|39250;2026-09-09\|18.18\|-0.76\|18.30\|19.38\|18.14\|58687;2026-09-10\|17.98\|-1.10\|18.05\|18.36\|17.85\|26118;2026-09-11\|17.60\|-2.11\|17.86\|18.18\|17.26\|39030
119886	证监会同意宇树科技IPO注册	重组并购+钐铁氮+芯片电感行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》。将36种矿产正式列入国家级战略性矿产资源目录，实行开采总量控制。 2、国投证券研报称，AI高容MLCC爆发，高纯氧化镝为高容介质必备原料，无成熟替代。全球高纯镝紧缺，2027年AI-MLCC新增镝需求1500吨，占全球总供给3500吨近四成，需求突变重塑重稀土格局。公司原因： 1、据2026年4月30日重组草案修订稿，公司拟发行股份及支付现金收购广州金南磁性材料有限公司100%股权，整合永磁材料布局，切入人形机器人、新能源车、AI服务器等高端应用领域。 2、据2026年5月8日互动易，公司钐铁氮磁粉已完成中试放大与产线调试，实现小批量交付与客户送样验证，正按规划推进规模化量产；且随着金属镨钕等稀土价格上涨，钐铁氮的性价比优势突出。 3、据2026年4月30日重组草案修订稿，公司自研超细软磁粉体主要面对1MHz以上高频应用场景如芯片电感，所制备磁芯性能与高端产品接近；与金南磁材技术结合可开发高频软磁复合材料，工作频率可扩展至5MHz以上。	1、公司自研特种金属粉体与拟收购的金南磁材PM精密合金器件业务协同，使用该粉体后器件烧结密度达7.4g/cm³以上，抗拉强度最高超1000MPa，未来有望适用于人形机器人等对关节齿轮载荷要求较高的领域 2、公司钐铁氮磁粉已完成中试放大与产线调试，实现小批量交付与客户送样验证，正按规划推进规模化量产；且随着金属镨钕等稀土价格上涨，钐铁氮的性价比优势突出； 3、全球市占率领先的环形压敏电阻重要供应商之一；在电子陶瓷材料领域，公司主要产品为环形压敏电阻、片式压敏电阻和热敏电阻等	2026-05-08\|72.84\|4.46\|69.61\|74.85\|68.55\|41875;2026-05-11\|76.52\|5.05\|73.00\|76.77\|71.68\|40142;2026-05-12\|76.44\|-0.10\|75.76\|76.90\|73.01\|33064;2026-05-13\|76.63\|0.25\|75.87\|77.29\|74.33\|24617;2026-05-14\|76.16\|-0.61\|76.69\|80.40\|74.60\|20778;2026-05-15\|74.17\|-2.61\|75.68\|76.15\|73.12\|18599;2026-05-18\|79.60\|7.32\|74.07\|80.88\|74.06\|27936;2026-05-19\|81.23\|2.05\|78.15\|85.50\|78.15\|32052;2026-05-20\|83.87\|3.25\|81.97\|85.46\|80.84\|25255;2026-05-21\|80.09\|-4.51\|83.87\|85.45\|79.69\|25383;2026-05-22\|83.10\|3.76\|80.09\|84.44\|79.52\|20543;2026-05-25\|92.01\|10.72\|85.36\|97.21\|85.19\|50777;2026-05-26\|88.89\|-3.39\|90.82\|91.38\|85.48\|36678;2026-05-27\|84.83\|-4.57\|88.24\|88.84\|84.32\|28362;2026-05-28\|84.81\|-0.02\|84.81\|86.58\|83.24\|21716;2026-05-29\|80.30\|-5.32\|84.65\|87.65\|79.69\|33608;2026-06-01\|77.83\|-3.08\|79.54\|81.50\|77.00\|21165;2026-06-02\|78.19\|0.46\|77.40\|79.66\|74.80\|21797;2026-06-03\|78.05\|-0.18\|79.57\|82.73\|76.80\|24427;2026-06-04\|81.18\|4.01\|77.53\|82.88\|76.35\|27779;2026-06-05\|83.24\|2.54\|81.18\|85.78\|79.00\|29140;2026-06-08\|77.40\|-7.02\|81.00\|82.56\|76.70\|27793;2026-06-09\|84.03\|8.57\|78.11\|84.50\|76.76\|35008;2026-06-10\|81.88\|-2.56\|82.63\|85.27\|78.12\|27110;2026-06-11\|86.48\|5.62\|82.01\|89.00\|81.20\|44675;2026-06-12\|103.78\|20.00\|87.75\|103.78\|86.75\|71507;2026-06-15\|108.80\|4.84\|96.63\|109.86\|95.50\|102132;2026-06-16\|108.30\|-0.46\|104.05\|109.84\|104.04\|65918;2026-06-17\|103.08\|-4.82\|105.31\|108.23\|101.60\|47479;2026-06-18\|102.70\|-0.37\|102.00\|104.68\|100.08\|38798;2026-06-22\|99.28\|-3.33\|101.63\|101.63\|97.88\|39144;2026-06-23\|94.30\|-5.02\|99.71\|100.80\|93.44\|32136;2026-06-24\|88.99\|-5.63\|94.46\|94.58\|88.62\|40033;2026-06-25\|86.30\|-3.02\|89.03\|90.60\|84.85\|36128;2026-06-26\|87.40\|1.27\|85.06\|88.45\|79.73\|50838;2026-06-29\|79.72\|-8.79\|87.40\|88.86\|77.00\|44892;2026-06-30\|81.59\|2.35\|81.31\|82.00\|78.39\|26086;2026-07-01\|81.45\|-0.17\|81.60\|83.34\|79.89\|26180;2026-07-02\|81.17\|-0.34\|80.08\|83.33\|79.10\|28151;2026-07-03\|77.66\|-4.32\|81.16\|81.44\|77.56\|23110;2026-07-06\|73.96\|-4.76\|77.65\|79.00\|73.87\|21192;2026-07-07\|74.68\|0.97\|73.79\|77.86\|73.29\|20689;2026-07-08\|72.64\|-2.73\|74.69\|75.48\|71.81\|13513;2026-07-09\|82.90\|14.12\|73.17\|83.30\|73.17\|45958;2026-07-10\|80.80\|-2.53\|82.08\|84.57\|79.00\|28674;2026-07-13\|74.00\|-8.42\|80.00\|80.99\|73.55\|20465;2026-07-14\|76.08\|2.81\|74.00\|77.10\|72.60\|16202;2026-07-15\|75.86\|0.22\|76.35\|83.36\|73.89\|23831;2026-07-16\|73.20\|-3.51\|74.42\|76.59\|72.01\|18103;2026-07-17\|67.09\|-8.35\|74.49\|74.49\|66.87\|19324;2026-07-20\|61.09\|-8.94\|68.43\|70.30\|59.11\|26482;2026-07-21\|67.83\|11.03\|63.07\|68.43\|58.01\|32622;2026-07-22\|68.88\|1.55\|68.43\|72.72\|67.15\|25891;2026-07-23\|74.00\|7.43\|71.20\|74.80\|70.01\|26795;2026-07-24\|74.13\|0.18\|73.14\|75.99\|71.76\|22714;2026-07-27\|75.08\|1.28\|74.00\|75.47\|71.00\|18328;2026-07-28\|72.33\|-3.66\|73.50\|75.41\|71.22\|16349;2026-07-29\|70.80\|-2.12\|73.04\|73.04\|70.02\|14685;2026-07-30\|68.16\|-3.73\|70.07\|71.74\|65.80\|20312;2026-07-31\|69.26\|1.61\|71.00\|74.58\|69.04\|20604;2026-08-03\|65.44\|-5.52\|69.00\|70.31\|64.87\|20012;2026-08-04\|70.09\|7.11\|66.59\|71.21\|66.22\|21261;2026-08-05\|73.88\|5.41\|70.52\|75.82\|69.78\|22615;2026-08-06\|76.30\|3.28\|73.61\|77.50\|72.61\|24070;2026-08-07\|77.00\|0.92\|76.50\|77.36\|74.69\|17516;2026-08-10\|76.04\|-1.25\|76.24\|77.33\|75.15\|14248;2026-08-11\|75.10\|-1.24\|75.29\|76.80\|73.83\|11311;2026-08-12\|75.57\|0.63\|75.10\|75.99\|74.67\|9502;2026-08-13\|73.65\|-2.54\|75.73\|76.97\|73.60\|10709;2026-08-14\|76.53\|3.91\|73.00\|76.80\|73.00\|18232;2026-08-17\|77.84\|1.71\|76.52\|77.99\|75.90\|12429;2026-08-18\|76.00\|-2.36\|77.25\|78.65\|75.00\|13367;2026-08-19\|70.30\|-7.50\|74.62\|74.91\|69.61\|17773;2026-08-20\|70.09\|-0.30\|71.50\|71.55\|69.04\|12965;2026-08-21\|72.98\|4.12\|70.00\|74.60\|70.00\|18093;2026-08-24\|69.00\|-5.45\|72.98\|73.45\|67.52\|16555;2026-08-25\|68.00\|-1.45\|68.18\|69.88\|66.62\|13778;2026-08-26\|67.34\|-0.97\|68.01\|68.80\|66.50\|9313;2026-08-27\|69.30\|2.91\|67.00\|70.13\|66.68\|8843;2026-08-28\|68.48\|-1.18\|69.15\|70.50\|68.30\|7380;2026-08-31\|70.80\|3.39\|67.92\|72.41\|67.44\|14134;2026-09-01\|67.30\|-4.94\|70.45\|70.70\|66.70\|14490;2026-09-02\|68.57\|1.89\|67.10\|69.29\|66.00\|14837;2026-09-03\|68.82\|0.36\|68.60\|71.50\|67.89\|11743;2026-09-04\|67.38\|-2.09\|70.33\|72.11\|67.14\|12769;2026-09-07\|69.95\|3.81\|68.31\|70.47\|67.00\|10663;2026-09-08\|68.70\|-1.79\|69.96\|70.25\|68.41\|9665;2026-09-09\|68.68\|-0.03\|68.70\|70.44\|67.50\|12757;2026-09-10\|67.20\|-2.15\|68.00\|68.33\|67.14\|6418;2026-09-11\|67.77\|0.85\|66.28\|68.45\|64.07\|14213
119885	证监会同意宇树科技IPO注册	金属3D打印+商业航天+人形机器人行业原因：德银近日报告中指出，人形机器人市场正从炒作阶段过渡至早期规模化商业化阶段，并将2026年全球人形机器人出货预测调高逾一倍至近5万台，2030年和2050年分别看至70万与700万台。中国预计将在可预见的未来维持全球最大市场地位，2026年出货量有望翻倍至约4万台。公司原因： 1、据2026年4月30日年报，公司已助力蓝箭航天、东方空间、九州云箭等多个商业航天客户完成发射、飞行任务，多个商业航天项目已进入批量生产阶段。 2、据2026年5月22日投资者关系活动记录表，2025年铂力特与优必选科技达成合作，为其提供全流程金属增材制造解决方案；公司与华力创科学联合研发了第二代光基多维力传感器。 3、据2026年4月30日年报，公司是国内金属增材制造龙头企业，业务覆盖金属3D打印全产业链，2025年营收18.52亿元，同比增长39.69%。	1、公司与优必选达成合作，为其提供了全流程的金属增材制造解决方案； 2、公司已深度参与龙云发动机零件的研发生产，助力蓝箭航天、东方空间、九州云箭、星际荣耀、星众空间等多个商业航天客户完成发射、飞行任务，多个项目进入批量生产阶段	2026-05-08\|93.40\|1.25\|91.64\|94.48\|90.44\|118939;2026-05-11\|96.18\|2.98\|95.97\|96.70\|93.28\|172468;2026-05-12\|96.15\|-0.03\|96.05\|99.09\|93.77\|127609;2026-05-13\|95.02\|-1.18\|95.00\|97.10\|93.21\|129375;2026-05-14\|92.50\|-2.65\|96.00\|96.20\|91.50\|132309;2026-05-15\|88.68\|-4.13\|92.92\|93.85\|87.30\|134818;2026-05-18\|89.27\|0.67\|88.20\|91.50\|87.18\|94062;2026-05-19\|87.68\|-1.78\|89.00\|89.12\|85.60\|83568;2026-05-20\|91.19\|4.00\|86.81\|93.60\|84.93\|160955;2026-05-21\|86.52\|-5.12\|90.88\|92.60\|86.06\|108096;2026-05-22\|88.44\|2.22\|86.82\|91.30\|86.60\|101885;2026-05-25\|90.55\|2.39\|89.50\|92.17\|88.75\|110629;2026-05-26\|100.77\|11.29\|90.58\|101.48\|88.92\|273989;2026-05-27\|101.81\|1.03\|100.89\|103.48\|99.18\|221449;2026-05-28\|106.20\|4.31\|102.50\|108.29\|100.25\|207810;2026-05-29\|95.01\|-10.54\|108.00\|108.00\|95.00\|210940;2026-06-01\|98.31\|3.47\|95.20\|103.00\|89.85\|175871;2026-06-02\|96.97\|-1.36\|98.34\|101.05\|95.18\|123425;2026-06-03\|98.26\|1.33\|96.82\|101.50\|95.27\|149913;2026-06-04\|97.95\|-0.32\|96.50\|102.95\|94.50\|128514;2026-06-05\|98.40\|0.46\|100.02\|101.50\|96.00\|142638;2026-06-08\|87.21\|-11.37\|94.66\|96.65\|86.86\|173990;2026-06-09\|87.21\|0.00\|87.88\|88.20\|85.50\|109778;2026-06-10\|77.84\|-10.74\|85.98\|86.03\|77.00\|184129;2026-06-11\|74.12\|-4.78\|76.51\|76.99\|73.13\|141360;2026-06-12\|74.04\|-0.11\|75.59\|77.50\|73.60\|103532;2026-06-15\|75.50\|1.97\|74.46\|75.81\|74.03\|84589;2026-06-16\|74.50\|-1.32\|76.00\|76.63\|73.58\|104442;2026-06-17\|89.40\|20.00\|73.68\|89.40\|73.68\|171876;2026-06-18\|107.28\|20.00\|91.18\|107.28\|91.18\|321408;2026-06-22\|106.00\|-1.19\|110.00\|112.60\|100.00\|274692;2026-06-23\|98.69\|-6.90\|104.09\|105.00\|97.21\|155776;2026-06-24\|97.80\|-0.82\|98.65\|98.69\|95.08\|110277;2026-06-25\|104.98\|7.34\|97.78\|106.12\|94.77\|207348;2026-06-26\|100.80\|-3.98\|101.00\|105.50\|99.52\|138539;2026-06-29\|98.77\|-2.01\|101.66\|102.70\|95.43\|104904;2026-06-30\|102.40\|3.68\|100.00\|107.03\|96.99\|153406;2026-07-01\|107.08\|4.57\|101.33\|107.77\|100.27\|178872;2026-07-02\|110.10\|2.82\|103.77\|114.84\|100.50\|246486;2026-07-03\|112.10\|1.82\|109.76\|115.19\|108.00\|186506;2026-07-06\|100.05\|-10.75\|114.77\|116.00\|99.80\|179095;2026-07-07\|95.30\|-4.75\|100.98\|102.60\|94.46\|123247;2026-07-08\|90.01\|-5.55\|95.78\|98.33\|89.50\|115472;2026-07-09\|108.01\|20.00\|91.47\|108.01\|90.30\|179781;2026-07-10\|111.05\|2.81\|109.73\|125.00\|109.73\|361635;2026-07-13\|102.00\|-8.15\|108.95\|113.00\|100.15\|198470;2026-07-14\|99.56\|-2.39\|104.04\|104.62\|94.50\|135306;2026-07-15\|116.20\|16.71\|102.00\|119.47\|102.00\|324271;2026-07-16\|111.82\|-3.77\|112.71\|118.97\|111.00\|189015;2026-07-17\|99.16\|-11.32\|111.82\|113.49\|99.01\|199920;2026-07-20\|96.50\|-2.68\|102.22\|104.12\|92.77\|195760;2026-07-21\|101.00\|4.66\|97.56\|105.50\|94.00\|213421;2026-07-22\|92.60\|-8.32\|99.99\|100.60\|92.50\|198570;2026-07-23\|90.35\|-2.43\|92.65\|96.59\|89.28\|122826;2026-07-24\|81.91\|-9.34\|90.00\|90.00\|80.88\|154179;2026-07-27\|86.28\|5.34\|81.24\|87.15\|80.89\|107686;2026-07-28\|83.52\|-3.20\|84.20\|85.30\|80.89\|97865;2026-07-29\|82.16\|-1.63\|84.70\|84.95\|78.40\|121998;2026-07-30\|76.80\|-6.52\|82.00\|83.68\|76.23\|109875;2026-07-31\|81.41\|6.00\|84.00\|86.61\|81.33\|148253;2026-08-03\|82.84\|1.76\|82.39\|84.68\|80.52\|97107;2026-08-04\|87.49\|5.61\|83.75\|88.46\|83.01\|118120;2026-08-05\|96.20\|9.96\|88.58\|97.16\|88.00\|154457;2026-08-06\|100.55\|4.52\|95.48\|103.66\|95.02\|152289;2026-08-07\|110.34\|9.74\|100.72\|111.31\|100.50\|218227;2026-08-10\|110.31\|-0.03\|110.59\|111.60\|107.13\|127081;2026-08-11\|108.70\|-1.46\|108.11\|111.19\|105.50\|111953;2026-08-12\|108.73\|0.03\|108.00\|110.79\|106.53\|91856;2026-08-13\|106.30\|-2.23\|108.33\|112.46\|106.30\|90394;2026-08-14\|109.73\|3.23\|107.20\|110.54\|105.00\|88117;2026-08-17\|115.75\|5.49\|111.00\|117.69\|107.57\|129870;2026-08-18\|114.35\|-1.21\|115.00\|115.53\|112.50\|74514;2026-08-19\|97.92\|-14.37\|115.81\|115.81\|97.50\|200753;2026-08-20\|106.68\|8.95\|99.88\|112.99\|97.50\|184994;2026-08-21\|105.46\|-1.14\|108.70\|112.88\|103.28\|120775;2026-08-24\|104.91\|-0.52\|106.68\|110.97\|102.77\|136379;2026-08-25\|105.86\|0.91\|97.92\|108.80\|96.91\|148743;2026-08-26\|101.40\|-4.21\|107.90\|108.30\|100.92\|80138;2026-08-27\|103.70\|2.27\|101.85\|104.89\|98.89\|112364;2026-08-28\|102.70\|-0.96\|103.37\|108.65\|101.78\|93170;2026-08-31\|117.27\|14.19\|101.80\|117.45\|99.77\|238086;2026-09-01\|113.00\|-3.64\|117.26\|118.30\|112.70\|89596;2026-09-02\|115.00\|1.77\|114.77\|120.49\|111.08\|145638;2026-09-03\|113.76\|-1.08\|116.00\|116.50\|110.03\|88924;2026-09-04\|109.09\|-4.11\|114.02\|115.49\|107.71\|83987;2026-09-07\|111.00\|1.75\|111.03\|117.50\|110.06\|134521;2026-09-08\|116.47\|4.93\|110.80\|121.00\|109.30\|200831;2026-09-09\|115.70\|-0.66\|117.87\|121.22\|112.72\|121226;2026-09-10\|111.78\|-3.39\|113.96\|115.25\|111.31\|90888;2026-09-11\|106.05\|-5.13\|110.33\|111.98\|104.00\|122782
119884	证监会同意宇树科技IPO注册	人形机器人+液冷服务器+汽车零部件行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年5月12日业绩说明会，公司人形机器人领域通过核心零部件制造、本体代工及场景推广实现三轮驱动，旗下谐波减速器已获得众擎、傅利叶及国内某头部机器人企业定点，在手订单约30万颗；据2026年6月24日募集说明书注册稿，公司将通过募投项目推进人形机器人关节总成产能建设，逐步构建“核心部件—关节总成—机器人本体”的全链条制造能力。 2、据2025年年报及2026年5月12日业绩说明会，公司重点布局超算中心液冷赛道，掌握板式液冷和浸没式液冷技术，已形成液冷整机柜、CDU、微通道冷板等产品矩阵，已获多个冷板式及浸没式液冷相关产品订单，截止目前已获订单总产值约3800万元。 3、据2026年6月24日上市保荐书，公司密封系统业务国内市占率稳居第一，2025年位列全球非轮胎橡胶制品行业50强第8位，业务涵盖密封、减震、空悬、轻量化及热管理等；据2026年6月30日互动易，公司向不特定对象发行可转债申请已于2026年6月22日获得深交所上市审核委员会审核通过。	1、公司设立全资子公司安徽睿思博机器人科技有限公司，推动机器人部件产品的生产配套； 2、子公司中鼎流体及中鼎智能目前已推出系列化储能液冷机组、超算中心浸没式液冷机组、热管理控制器、温压一体传感器、冷媒流道板等产品	2026-05-08\|18.56\|2.20\|18.05\|18.81\|17.99\|318192;2026-05-11\|18.32\|-1.29\|18.52\|18.53\|18.22\|318592;2026-05-12\|17.92\|-2.18\|18.32\|18.40\|17.90\|225257;2026-05-13\|18.10\|1.00\|17.91\|18.19\|17.76\|209370;2026-05-14\|17.52\|-3.20\|18.19\|18.20\|17.51\|255002;2026-05-15\|18.36\|4.79\|17.53\|18.87\|17.52\|542394;2026-05-18\|18.61\|1.36\|18.26\|18.79\|18.22\|416713;2026-05-19\|18.70\|0.48\|18.64\|18.78\|18.40\|270542;2026-05-20\|18.51\|-1.02\|18.70\|18.75\|18.37\|295579;2026-05-21\|19.16\|3.51\|18.53\|19.55\|18.53\|712019;2026-05-22\|20.47\|6.84\|19.50\|20.69\|18.90\|942993;2026-05-25\|20.88\|2.00\|21.19\|21.57\|20.69\|828392;2026-05-26\|21.07\|0.91\|20.54\|21.08\|20.30\|705791;2026-05-27\|19.68\|-6.60\|20.55\|20.80\|19.62\|672618;2026-05-28\|21.28\|8.13\|19.80\|21.50\|19.04\|1043007;2026-05-29\|21.17\|-0.52\|21.30\|21.72\|20.80\|761705;2026-06-01\|21.13\|-0.19\|21.12\|21.77\|20.92\|602868;2026-06-02\|20.96\|-0.80\|21.18\|21.28\|20.20\|459395;2026-06-03\|20.63\|-0.86\|20.74\|21.94\|20.39\|707731;2026-06-04\|20.55\|-0.39\|20.40\|21.03\|20.25\|433270;2026-06-05\|21.99\|7.01\|21.04\|22.61\|20.96\|1336168;2026-06-08\|21.77\|-1.00\|21.60\|22.56\|21.50\|1030912;2026-06-09\|21.80\|0.14\|21.77\|21.89\|21.01\|611328;2026-06-10\|21.25\|-2.52\|21.50\|22.18\|21.04\|661608;2026-06-11\|20.85\|-1.88\|21.00\|21.13\|20.35\|559660;2026-06-12\|20.33\|-2.49\|21.01\|21.43\|20.25\|614629;2026-06-15\|22.35\|9.94\|20.49\|22.36\|20.47\|882184;2026-06-16\|22.35\|0.00\|22.30\|22.75\|22.08\|501223;2026-06-17\|22.10\|-1.12\|22.19\|22.46\|21.70\|404362;2026-06-18\|21.84\|-1.18\|22.01\|22.27\|21.73\|429700;2026-06-22\|19.88\|-8.97\|21.76\|21.82\|19.66\|1087526;2026-06-23\|19.18\|-3.52\|19.89\|20.04\|19.03\|635998;2026-06-24\|18.52\|-3.44\|19.11\|19.28\|18.39\|474539;2026-06-25\|18.16\|-1.94\|18.41\|18.78\|17.95\|388520;2026-06-26\|17.35\|-4.46\|18.04\|18.04\|17.34\|423153;2026-06-29\|16.89\|-2.65\|17.34\|17.48\|16.60\|356521;2026-06-30\|17.89\|5.92\|16.93\|18.38\|16.82\|508878;2026-07-01\|17.86\|-0.17\|17.80\|18.15\|17.68\|309254;2026-07-02\|17.80\|-0.34\|17.75\|18.36\|17.67\|345255;2026-07-03\|19.05\|7.02\|17.92\|19.58\|17.82\|810129;2026-07-06\|18.65\|-2.10\|19.02\|19.02\|18.24\|509851;2026-07-07\|18.10\|-2.95\|18.60\|18.91\|17.97\|312053;2026-07-08\|17.09\|-5.58\|17.92\|18.00\|17.08\|330457;2026-07-09\|18.80\|10.01\|17.10\|18.80\|17.00\|601606;2026-07-10\|20.68\|10.00\|19.57\|20.68\|19.42\|1084742;2026-07-13\|19.85\|-4.01\|20.30\|20.79\|19.66\|959493;2026-07-14\|19.51\|-1.71\|19.94\|20.17\|18.97\|493116;2026-07-15\|19.25\|-1.33\|19.45\|19.63\|18.81\|444970;2026-07-16\|18.79\|-2.39\|18.91\|19.31\|18.16\|443759;2026-07-17\|17.17\|-8.62\|18.65\|18.86\|17.08\|529588;2026-07-20\|16.68\|-2.85\|17.34\|17.55\|16.27\|580692;2026-07-21\|17.34\|3.96\|16.68\|17.43\|16.68\|392625;2026-07-22\|16.87\|-2.71\|17.05\|17.30\|16.81\|258823;2026-07-23\|17.15\|1.66\|16.88\|17.16\|16.51\|250733;2026-07-24\|16.20\|-5.54\|16.82\|16.87\|16.20\|336348;2026-07-27\|16.65\|2.78\|16.13\|16.67\|16.13\|223560;2026-07-28\|16.67\|0.12\|16.45\|16.95\|16.40\|204224;2026-07-29\|17.02\|2.10\|16.60\|17.17\|16.52\|271604;2026-07-30\|16.80\|-1.29\|16.80\|17.15\|16.59\|205498;2026-07-31\|17.25\|2.68\|17.20\|17.45\|17.18\|287441;2026-08-03\|17.29\|0.23\|17.28\|17.48\|17.20\|186942;2026-08-04\|18.33\|6.01\|17.45\|18.37\|17.07\|438679;2026-08-05\|18.64\|1.69\|18.32\|19.02\|18.10\|485953;2026-08-06\|18.84\|1.07\|18.51\|19.08\|18.40\|337975;2026-08-07\|19.33\|2.60\|18.98\|19.50\|18.56\|362134;2026-08-10\|19.27\|-0.31\|19.40\|19.55\|19.01\|228869;2026-08-11\|19.58\|1.61\|19.27\|19.95\|19.10\|336132;2026-08-12\|21.54\|10.01\|19.60\|21.54\|19.58\|561818;2026-08-13\|23.69\|9.98\|23.68\|23.69\|23.27\|769874;2026-08-14\|21.82\|-7.89\|23.00\|23.00\|21.32\|1660219;2026-08-17\|20.95\|-3.99\|21.30\|21.30\|19.84\|1077025;2026-08-18\|22.33\|6.59\|20.99\|22.48\|20.52\|1161848;2026-08-19\|20.89\|-6.45\|21.80\|22.10\|20.89\|800620;2026-08-20\|22.15\|6.03\|21.38\|22.62\|21.03\|690628;2026-08-21\|22.41\|1.17\|21.98\|22.65\|21.71\|512024;2026-08-24\|21.07\|-5.98\|22.40\|22.40\|20.80\|602208;2026-08-25\|20.87\|-0.95\|20.96\|21.19\|20.37\|367268;2026-08-26\|20.16\|-3.40\|20.98\|20.98\|20.05\|370326;2026-08-27\|21.04\|4.37\|20.18\|21.13\|19.97\|428016;2026-08-28\|20.95\|-0.43\|21.80\|21.80\|20.90\|353701;2026-08-31\|21.37\|2.00\|20.76\|21.52\|20.59\|340697;2026-09-01\|20.66\|-3.32\|21.37\|21.70\|20.65\|305263;2026-09-02\|21.32\|3.19\|20.44\|21.45\|20.07\|384988;2026-09-03\|21.44\|0.56\|21.44\|21.66\|21.13\|272331;2026-09-04\|20.56\|-4.10\|21.60\|21.70\|20.41\|365902;2026-09-07\|21.32\|3.70\|20.68\|21.84\|20.68\|425997;2026-09-08\|20.87\|-2.11\|21.44\|21.77\|20.80\|264930;2026-09-09\|20.52\|-1.68\|20.86\|21.05\|20.45\|252421;2026-09-10\|19.90\|-3.02\|20.40\|20.42\|19.90\|256635;2026-09-11\|19.00\|-4.52\|19.65\|19.76\|18.75\|358906
119883	证监会同意宇树科技IPO注册	机器人+换向器+地方国企+控股股东股权转让行业原因： 1、宇树科技于6月1日通过科创板IPO上会，国产人形机器人企业的资本化进程加速。 2、英伟达近日发布NVIDIA Cosmos 3——面向物理AI的开放世界基础模型。黄仁勋表示，得益于多模态推理语言、视觉和世界模型领域的多项突破，物理AI爆发的时代已近在眼前。公司原因： 1、据2026年5月14日投资者关系记录，公司已成立专项组全面投入空心杯电机换向器项目的技术攻关与市场拓展，产品可应用于机器人等高端领域，相关工作有序推进。 2、据2026年5月14日投资者关系记录，公司深耕换向器行业近30年，全塑型一次成型工艺行业领先，产品广泛应用于汽车电机、电动工具等领域，子公司宁波胜克为国家级专精特新“小巨人”企业，最终控制人为梧州市国资委。 3、据2026年5月26日公告，控股股东梧州东泰协议转让公司18.5%股份公开征集到由广州晟粤凯壹号等组成的联合体受让方，并足额缴纳1亿元保证金，若转让完成公司实控人可能变更。	1、公司有扫地机器人电机换向器研制结构设计方案，机器人换人示范项目； 2、公司电机换向器产品已广泛应用于燃油汽车和新能源汽车领域； 3、公司生产的换向器产品在部分风力发电机上有少量应用，为间接供应商	2026-05-08\|28.08\|3.24\|27.24\|28.60\|26.96\|100423;2026-05-11\|29.50\|5.06\|28.64\|29.65\|27.88\|118664;2026-05-12\|33.63\|14.00\|29.40\|34.38\|29.40\|179955;2026-05-13\|33.32\|-0.92\|33.01\|34.43\|32.31\|148389;2026-05-14\|34.20\|2.64\|33.57\|35.13\|32.62\|129182;2026-05-15\|33.14\|-3.10\|34.10\|34.99\|32.84\|132772;2026-05-18\|32.50\|-1.93\|33.80\|33.98\|31.83\|107063;2026-05-19\|31.70\|-2.46\|32.64\|32.64\|31.37\|71335;2026-05-20\|30.68\|-3.22\|31.50\|31.58\|29.86\|103807;2026-05-21\|29.18\|-4.89\|30.78\|31.87\|29.00\|92617;2026-05-22\|32.52\|11.45\|29.33\|33.00\|28.30\|127433;2026-05-25\|39.02\|19.99\|32.89\|39.02\|32.89\|185162;2026-05-26\|42.72\|9.48\|40.48\|46.80\|40.48\|369501;2026-05-27\|42.12\|-1.40\|42.71\|43.00\|40.48\|213584;2026-05-28\|37.25\|-11.56\|42.05\|42.44\|36.71\|230001;2026-05-29\|35.49\|-4.72\|37.24\|38.68\|35.05\|146254;2026-06-01\|34.05\|-4.06\|35.21\|35.84\|33.82\|127282;2026-06-02\|34.23\|0.53\|33.65\|35.30\|33.65\|125968;2026-06-03\|34.55\|0.93\|34.79\|35.65\|33.91\|107793;2026-06-04\|33.58\|-2.81\|34.00\|34.40\|32.89\|77842;2026-06-05\|40.30\|20.01\|33.58\|40.30\|33.01\|129345;2026-06-08\|41.22\|2.28\|38.60\|42.65\|37.30\|276806;2026-06-09\|36.56\|-11.26\|41.20\|41.89\|35.37\|265453;2026-06-10\|37.02\|1.26\|36.53\|37.52\|34.30\|177849;2026-06-11\|36.38\|-1.73\|36.65\|37.01\|35.15\|117813;2026-06-12\|35.50\|-2.42\|37.12\|37.58\|35.40\|125309;2026-06-15\|37.05\|4.37\|34.82\|37.25\|34.82\|145716;2026-06-16\|37.76\|1.92\|37.24\|37.90\|35.55\|149800;2026-06-17\|39.81\|5.43\|37.08\|40.36\|36.47\|228331;2026-06-18\|40.58\|1.93\|39.52\|42.01\|38.51\|233896;2026-06-22\|42.40\|4.49\|39.92\|42.68\|38.05\|230993;2026-06-23\|39.88\|-5.94\|41.00\|41.36\|39.40\|141214;2026-06-24\|39.20\|-1.71\|39.71\|40.34\|38.30\|99584;2026-06-25\|40.47\|3.24\|38.08\|40.48\|37.40\|125013;2026-06-26\|37.20\|-8.08\|39.71\|40.00\|37.00\|98947;2026-06-29\|34.41\|-7.50\|36.20\|36.90\|34.00\|108931;2026-06-30\|34.88\|1.37\|34.42\|35.80\|34.26\|75933;2026-07-01\|35.80\|2.64\|34.82\|36.21\|34.34\|84429;2026-07-02\|33.19\|-7.29\|35.19\|36.26\|32.70\|90860;2026-07-03\|33.99\|2.41\|33.82\|35.33\|32.10\|90731;2026-07-06\|29.95\|-11.89\|34.33\|34.35\|29.70\|122807;2026-07-07\|28.36\|-5.31\|30.48\|30.49\|28.16\|117109;2026-07-08\|27.79\|-2.01\|28.42\|29.46\|26.96\|86332;2026-07-09\|33.35\|20.01\|28.15\|33.35\|27.79\|107952;2026-07-10\|31.90\|-4.35\|34.50\|34.63\|31.80\|135801;2026-07-13\|29.70\|-6.90\|31.81\|32.00\|29.31\|82540;2026-07-14\|30.49\|2.66\|29.80\|30.90\|28.89\|69612;2026-07-15\|29.71\|-2.56\|30.50\|31.10\|29.62\|50151;2026-07-16\|28.56\|-3.87\|29.65\|30.45\|28.20\|55045;2026-07-17\|25.15\|-11.94\|28.22\|28.56\|24.85\|103647;2026-07-20\|22.87\|-9.07\|25.60\|26.14\|22.32\|101022;2026-07-21\|24.73\|8.13\|23.33\|24.93\|19.89\|132323;2026-07-22\|25.22\|1.98\|24.44\|25.70\|24.03\|92215;2026-07-23\|27.01\|7.10\|25.13\|27.14\|25.02\|88877;2026-07-24\|27.92\|3.37\|27.00\|31.98\|26.26\|122770;2026-07-27\|30.25\|8.35\|27.97\|30.94\|27.00\|125778;2026-07-28\|28.70\|-5.12\|29.57\|30.80\|28.40\|81959;2026-07-29\|28.13\|-1.99\|28.89\|29.01\|26.81\|77430;2026-07-30\|24.98\|-11.20\|28.13\|28.35\|24.88\|84277;2026-07-31\|26.95\|7.89\|26.46\|27.60\|26.46\|70359;2026-08-03\|26.78\|-0.63\|26.85\|27.09\|25.92\|56396;2026-08-04\|28.46\|6.27\|26.89\|28.46\|26.39\|64456;2026-08-05\|30.25\|6.29\|28.34\|30.25\|28.13\|76813;2026-08-06\|31.42\|3.87\|30.00\|31.44\|29.68\|86759;2026-08-07\|31.60\|0.57\|31.52\|31.82\|30.62\|54991;2026-08-10\|30.23\|-4.34\|31.57\|32.39\|29.67\|60931;2026-08-11\|31.65\|4.70\|29.80\|31.85\|29.52\|52342;2026-08-12\|35.69\|12.76\|31.88\|36.00\|31.61\|128193;2026-08-13\|34.23\|-4.09\|35.30\|35.70\|34.16\|76939;2026-08-14\|33.35\|-2.57\|34.17\|35.11\|32.62\|62270;2026-08-17\|33.86\|1.53\|33.60\|34.00\|32.70\|57277;2026-08-18\|33.68\|-0.53\|33.87\|34.29\|33.35\|46813;2026-08-19\|30.12\|-10.57\|33.00\|33.33\|29.87\|60338;2026-08-20\|30.68\|1.86\|30.58\|31.40\|30.26\|42470;2026-08-21\|31.24\|1.83\|30.68\|31.75\|29.26\|49515;2026-08-24\|31.61\|1.18\|31.56\|31.93\|30.17\|58212;2026-08-25\|31.50\|-0.35\|31.34\|32.18\|29.68\|54263;2026-08-26\|26.07\|-17.24\|31.28\|31.92\|26.01\|161892;2026-08-27\|28.09\|7.75\|26.67\|29.70\|26.23\|137180;2026-08-28\|27.67\|-1.50\|27.82\|28.47\|27.32\|66769;2026-08-31\|27.65\|-0.07\|27.50\|27.97\|27.10\|43654;2026-09-01\|27.58\|-0.25\|27.67\|27.99\|27.06\|40793;2026-09-02\|27.26\|-1.16\|27.24\|27.49\|26.70\|43890;2026-09-03\|27.59\|1.21\|27.29\|28.46\|27.29\|39317;2026-09-04\|26.67\|-3.33\|27.98\|28.11\|26.42\|44347;2026-09-07\|27.27\|2.25\|26.87\|27.52\|26.70\|31322;2026-09-08\|26.39\|-3.23\|27.29\|27.29\|26.28\|36862;2026-09-09\|26.66\|1.02\|26.25\|26.89\|26.10\|29465;2026-09-10\|26.82\|0.60\|26.28\|26.82\|26.04\|36362;2026-09-11\|26.60\|-0.82\|26.80\|28.47\|25.71\|79223
119882	证监会同意宇树科技IPO注册	人形机器人+具身智能+华为合作行业原因：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6月3日投资者活动记录表，公司在巩固电力机器人行业优势地位的同时，不断拓展、优化非电力行业产品，完善产品布局，并以商用清洁机器人作为先导产品，积极拓展欧美、东南亚等海外市场。 2、据2025年11月14日投资者活动记录表，公司新一代具身智能人形机器人已进入实地场景应用测试阶段，正在医院护理场景下进行稳定性验证和算法优化。 3、据2025年11月14日投资者活动记录表，公司研发团队与华为云CloudRobo具身智能研发团队组建联合创新团队，共同推进具身智能机器人在康养、电力等行业的研发及落地。	公司与与华为云签约深入合作，公司将基于在电力、康养等场景深耕的产品能力积累，提供场景和产品设计制造等能力；华为云将提供平台化大小脑产品能力，并协同电力军团进行场景化方案规划设计，双方共同推动具身智能机器人产品在商业场景的落地	2026-05-08\|29.66\|1.47\|29.08\|30.07\|29.01\|51100;2026-05-11\|30.60\|3.17\|29.75\|30.92\|29.75\|80334;2026-05-12\|30.28\|-1.05\|30.65\|31.73\|30.22\|69054;2026-05-13\|30.39\|0.36\|30.16\|30.87\|29.68\|50576;2026-05-14\|30.28\|-0.36\|30.40\|30.65\|29.88\|47625;2026-05-15\|30.60\|1.06\|30.28\|31.49\|29.90\|80429;2026-05-18\|30.57\|-0.10\|30.40\|31.09\|30.00\|61225;2026-05-19\|30.70\|0.43\|30.31\|30.97\|30.23\|48625;2026-05-20\|31.18\|1.56\|30.43\|31.48\|30.41\|61304;2026-05-21\|30.72\|-1.48\|31.04\|31.90\|30.62\|72048;2026-05-22\|31.21\|1.60\|30.75\|31.29\|30.13\|67686;2026-05-25\|32.47\|4.04\|31.36\|33.42\|31.16\|103048;2026-05-26\|31.85\|-1.91\|32.08\|32.67\|31.30\|78244;2026-05-27\|31.29\|-1.76\|31.85\|32.55\|30.98\|79091;2026-05-28\|30.78\|-1.63\|31.27\|31.27\|30.05\|58629;2026-05-29\|29.65\|-3.67\|30.74\|31.14\|29.03\|56368;2026-06-01\|29.51\|-0.47\|29.50\|30.56\|29.01\|47546;2026-06-02\|28.68\|-2.81\|29.60\|30.00\|28.68\|40869;2026-06-03\|28.69\|0.03\|28.88\|29.28\|28.31\|29364;2026-06-04\|28.05\|-2.23\|28.22\|29.16\|27.80\|35460;2026-06-05\|28.82\|2.75\|28.06\|30.49\|26.77\|95996;2026-06-08\|28.47\|-1.21\|28.01\|29.40\|27.79\|59109;2026-06-09\|28.38\|-0.32\|28.65\|28.98\|27.96\|41033;2026-06-10\|27.05\|-4.69\|28.10\|28.32\|26.54\|45551;2026-06-11\|26.60\|-1.66\|27.05\|27.17\|26.03\|39791;2026-06-12\|26.26\|-1.28\|26.85\|27.96\|26.02\|48314;2026-06-15\|26.44\|0.69\|26.26\|26.77\|26.07\|35636;2026-06-16\|27.60\|4.39\|26.30\|27.95\|25.86\|55281;2026-06-17\|26.95\|-2.36\|27.34\|27.66\|26.50\|41983;2026-06-18\|27.83\|3.27\|26.60\|28.56\|26.31\|64724;2026-06-22\|28.16\|1.19\|27.82\|28.17\|26.96\|57623;2026-06-23\|28.67\|1.81\|28.16\|29.85\|28.16\|66949;2026-06-24\|28.13\|-1.88\|28.86\|28.95\|27.50\|50834;2026-06-25\|27.01\|-3.98\|28.13\|28.20\|26.33\|67072;2026-06-26\|26.47\|-2.00\|27.01\|28.20\|26.38\|59918;2026-06-29\|25.77\|-2.64\|25.93\|26.44\|24.81\|56283;2026-06-30\|27.62\|7.18\|25.45\|27.93\|25.45\|71915;2026-07-01\|30.38\|9.99\|28.00\|30.38\|27.99\|111457;2026-07-02\|29.23\|-3.79\|29.86\|30.65\|29.18\|110571;2026-07-03\|30.25\|3.49\|29.51\|31.05\|29.12\|116659;2026-07-06\|29.01\|-4.10\|30.33\|30.33\|28.01\|104019;2026-07-07\|27.16\|-6.38\|28.89\|29.38\|26.81\|90967;2026-07-08\|25.86\|-4.79\|27.43\|27.43\|25.40\|76582;2026-07-09\|28.45\|10.02\|26.30\|28.45\|26.09\|68105;2026-07-10\|28.65\|0.70\|29.10\|30.00\|28.45\|142704;2026-07-13\|26.62\|-7.09\|28.66\|28.70\|26.30\|86889;2026-07-14\|25.66\|-3.61\|26.88\|26.94\|24.98\|81078;2026-07-15\|25.65\|-0.04\|25.41\|27.59\|25.02\|79192;2026-07-16\|25.43\|-0.86\|25.40\|26.16\|25.06\|49265;2026-07-17\|22.89\|-9.99\|25.50\|25.51\|22.89\|72287;2026-07-20\|20.60\|-10.00\|22.89\|23.10\|20.60\|70979;2026-07-21\|20.81\|1.02\|20.50\|21.25\|18.55\|85129;2026-07-22\|20.14\|-3.22\|20.59\|20.80\|20.00\|41296;2026-07-23\|20.64\|2.48\|20.13\|20.74\|19.86\|42013;2026-07-24\|19.75\|-4.31\|20.40\|20.56\|19.65\|27849;2026-07-27\|20.61\|4.35\|20.34\|20.73\|19.75\|33550;2026-07-28\|20.44\|-0.82\|20.45\|21.18\|20.32\|33511;2026-07-29\|20.47\|0.15\|20.71\|20.78\|19.90\|35611;2026-07-30\|20.49\|0.10\|20.33\|20.96\|19.90\|51092;2026-07-31\|22.15\|8.10\|20.85\|22.25\|20.85\|76086;2026-08-03\|23.14\|4.47\|22.45\|23.27\|22.13\|57261;2026-08-04\|23.82\|2.94\|23.18\|24.09\|22.90\|42747;2026-08-05\|24.64\|3.44\|23.81\|25.02\|23.80\|51103;2026-08-06\|25.80\|4.71\|24.47\|26.50\|24.37\|71063;2026-08-07\|25.80\|0.00\|26.00\|26.46\|25.30\|60351;2026-08-10\|26.07\|1.05\|25.84\|26.07\|25.31\|39972;2026-08-11\|25.79\|-1.07\|26.00\|26.06\|25.43\|31400;2026-08-12\|26.22\|1.67\|25.80\|26.24\|25.75\|24082;2026-08-13\|25.28\|-3.58\|26.39\|26.59\|25.26\|34599;2026-08-14\|25.22\|-0.24\|25.27\|25.56\|24.73\|28598;2026-08-17\|26.16\|3.73\|25.25\|26.28\|25.13\|30626;2026-08-18\|26.32\|0.61\|26.32\|27.33\|25.76\|38251;2026-08-19\|23.70\|-9.95\|25.81\|26.25\|23.69\|61054;2026-08-20\|26.07\|10.00\|23.93\|26.07\|23.81\|64290;2026-08-21\|26.57\|1.92\|26.28\|26.80\|25.20\|91120;2026-08-24\|26.46\|-0.41\|26.24\|26.46\|25.42\|56144;2026-08-25\|26.08\|-1.44\|26.28\|26.40\|25.07\|43958;2026-08-26\|27.66\|6.06\|25.80\|28.15\|25.80\|71839;2026-08-27\|26.90\|-2.75\|27.60\|27.78\|26.90\|51565;2026-08-28\|26.78\|-0.45\|26.85\|27.29\|26.34\|45823;2026-08-31\|26.07\|-2.65\|26.50\|26.66\|25.35\|58448;2026-09-01\|25.33\|-2.84\|26.10\|26.39\|25.21\|49421;2026-09-02\|24.65\|-2.68\|25.09\|25.19\|24.57\|34818;2026-09-03\|25.01\|1.46\|24.79\|26.20\|24.73\|36302;2026-09-04\|25.68\|2.68\|25.07\|26.30\|25.07\|54335;2026-09-07\|25.62\|-0.23\|25.71\|26.04\|25.10\|35640;2026-09-08\|25.71\|0.35\|25.77\|26.01\|25.20\|26243;2026-09-09\|25.51\|-0.78\|25.68\|26.09\|25.40\|32269;2026-09-10\|25.78\|1.06\|25.31\|25.79\|25.02\|27419;2026-09-11\|26.00\|0.85\|25.53\|26.36\|24.93\|51363
119881		一季度预增+有机硅龙头+新能源应用 1、据2026年4月3日公告，公司预计2026年第一季度净利润1.83～2.03亿元，同比增长397.02%～451.34%，主因自2025年12月份以来有机硅价格回升、毛利率提升。 2、据2026年3月26日年度报告，公司具备年产60万吨有机硅单体能力，是国内规模最大的有机硅一体化生产企业，产品涵盖硅橡胶、硅油、硅树脂、气相白炭黑等560多个牌号。 3、据2025年6月13日互动易，公司有机硅材料广泛应用于新能源、汽车、电子电器等国家战略性新兴产业。	中国有机硅行业中生产规模最大的企业之一，预告中报净利润同比增长904.88%-952.28%，主要受行业供需格局改善影响，有机硅主要产品价格上涨，同时主要原材料工业硅采购价格同比下降，毛利率提升	2026-05-08\|14.78\|-4.21\|15.29\|15.45\|14.75\|698951;2026-05-11\|15.25\|3.18\|14.67\|15.50\|14.61\|703920;2026-05-12\|15.04\|-1.38\|15.19\|15.60\|14.84\|649567;2026-05-13\|15.15\|0.73\|14.80\|15.29\|14.60\|513737;2026-05-14\|15.42\|1.78\|15.14\|15.92\|15.08\|899425;2026-05-15\|15.86\|2.85\|15.33\|16.29\|15.21\|1085661;2026-05-18\|15.17\|-4.35\|15.40\|15.49\|14.90\|717535;2026-05-19\|15.18\|0.07\|15.00\|15.45\|14.61\|698486;2026-05-20\|15.35\|1.12\|14.99\|15.60\|14.70\|665729;2026-05-21\|14.32\|-6.59\|15.18\|15.52\|14.30\|651915;2026-05-22\|15.21\|6.22\|14.48\|15.36\|14.30\|676344;2026-05-25\|14.98\|-1.51\|15.22\|15.40\|14.79\|430004;2026-05-26\|15.94\|6.41\|14.84\|16.55\|14.60\|1032245;2026-05-27\|16.27\|2.07\|15.81\|16.49\|15.69\|989745;2026-05-28\|17.49\|7.50\|16.30\|17.75\|16.20\|1248103;2026-05-29\|15.74\|-10.01\|17.09\|17.19\|15.47\|1100116;2026-06-01\|15.67\|-0.44\|15.46\|16.38\|15.33\|683192;2026-06-02\|14.88\|-5.04\|15.46\|15.48\|14.30\|666217;2026-06-03\|16.43\|10.42\|14.81\|17.08\|14.63\|1053628;2026-06-04\|16.82\|2.37\|16.42\|16.99\|16.12\|850804;2026-06-05\|16.75\|-0.42\|16.63\|17.16\|16.49\|718695;2026-06-08\|16.14\|-3.64\|15.60\|16.84\|15.50\|532826;2026-06-09\|17.65\|9.36\|16.45\|17.67\|15.61\|1127889;2026-06-10\|17.99\|1.93\|17.05\|18.26\|17.05\|1162144;2026-06-11\|17.87\|-0.67\|17.71\|18.40\|17.20\|1054835;2026-06-12\|16.52\|-7.55\|18.29\|18.63\|16.40\|1169453;2026-06-15\|17.56\|6.30\|17.11\|17.79\|16.44\|953242;2026-06-16\|18.84\|7.29\|17.09\|19.16\|17.06\|1223780;2026-06-17\|20.45\|8.55\|18.30\|21.19\|18.20\|1582551;2026-06-18\|19.82\|-3.08\|20.20\|20.59\|19.72\|1040937;2026-06-22\|20.90\|5.45\|19.99\|21.11\|19.88\|1239897;2026-06-23\|18.97\|-9.23\|20.46\|20.46\|18.82\|1005087;2026-06-24\|19.40\|2.27\|18.65\|19.70\|18.41\|742522;2026-06-25\|18.58\|-4.23\|19.10\|19.88\|18.50\|732022;2026-06-26\|20.15\|8.45\|18.40\|20.50\|17.86\|1060571;2026-06-29\|19.71\|-2.18\|20.15\|21.35\|19.01\|1071928;2026-06-30\|20.56\|4.31\|19.30\|20.97\|18.93\|1005657;2026-07-01\|22.13\|7.64\|20.27\|22.32\|20.05\|1327085;2026-07-02\|21.43\|-3.16\|21.28\|21.58\|20.06\|924168;2026-07-03\|19.50\|-9.01\|21.24\|21.57\|19.41\|821137;2026-07-06\|22.02\|12.92\|21.01\|23.40\|20.65\|1778980;2026-07-07\|23.30\|5.81\|21.59\|24.95\|21.20\|1811945;2026-07-08\|26.44\|13.48\|23.10\|27.30\|23.10\|1905329;2026-07-09\|30.33\|14.71\|25.50\|31.00\|24.90\|2135978;2026-07-10\|26.96\|-11.11\|29.33\|30.49\|26.82\|2206583;2026-07-13\|21.92\|-18.69\|25.13\|25.58\|21.60\|1843692;2026-07-14\|23.23\|5.98\|21.73\|23.33\|20.51\|1675670;2026-07-15\|19.51\|-16.01\|22.81\|22.88\|19.35\|1658337;2026-07-16\|18.25\|-6.46\|18.99\|19.45\|18.11\|1161588;2026-07-17\|17.93\|-1.75\|18.34\|19.37\|17.70\|1251253;2026-07-20\|16.09\|-10.26\|18.11\|18.44\|15.69\|1268053;2026-07-21\|17.13\|6.46\|16.11\|17.35\|14.87\|1251526;2026-07-22\|16.30\|-4.85\|16.76\|17.17\|16.12\|875591;2026-07-23\|16.30\|0.00\|16.40\|16.67\|15.97\|605930;2026-07-24\|15.50\|-4.91\|15.94\|16.33\|15.40\|558958;2026-07-27\|16.02\|3.35\|15.39\|16.03\|15.05\|565408;2026-07-28\|15.19\|-5.18\|15.80\|16.21\|15.06\|588945;2026-07-29\|14.84\|-2.30\|15.18\|15.35\|14.35\|663996;2026-07-30\|14.00\|-5.66\|14.69\|14.94\|13.79\|628028;2026-07-31\|14.27\|1.93\|14.82\|15.32\|14.25\|771395;2026-08-03\|14.42\|1.05\|14.20\|14.60\|13.96\|546404;2026-08-04\|15.12\|4.85\|14.51\|15.20\|14.35\|631694;2026-08-05\|16.22\|7.28\|15.06\|16.45\|14.93\|870892;2026-08-06\|16.75\|3.27\|16.19\|16.94\|15.97\|961381;2026-08-07\|16.99\|1.43\|16.70\|17.13\|16.25\|871863;2026-08-10\|17.02\|0.18\|17.32\|17.35\|16.61\|564901;2026-08-11\|16.87\|-0.88\|16.78\|17.18\|16.67\|433112;2026-08-12\|16.93\|0.36\|16.82\|17.03\|16.68\|378259;2026-08-13\|16.44\|-2.89\|17.01\|17.28\|16.44\|467620;2026-08-14\|17.03\|3.59\|16.53\|17.41\|16.48\|598552;2026-08-17\|17.69\|3.88\|17.16\|17.69\|16.95\|636789;2026-08-18\|18.18\|2.77\|17.73\|18.78\|17.53\|1297851;2026-08-19\|18.30\|0.66\|17.65\|19.10\|17.50\|1425579;2026-08-20\|17.31\|-5.41\|18.44\|18.56\|16.66\|1115618;2026-08-21\|16.95\|-2.08\|17.03\|17.44\|16.77\|738146;2026-08-24\|16.29\|-3.89\|17.03\|17.15\|15.95\|691205;2026-08-25\|15.74\|-3.38\|16.08\|16.08\|15.35\|601972;2026-08-26\|15.60\|-0.89\|15.67\|15.88\|15.36\|435563;2026-08-27\|16.48\|5.64\|15.74\|16.85\|15.64\|731822;2026-08-28\|16.78\|1.82\|16.66\|17.58\|16.42\|983066;2026-08-31\|16.65\|-0.77\|16.40\|16.68\|16.21\|520971;2026-09-01\|15.91\|-4.44\|16.65\|16.65\|15.85\|571416;2026-09-02\|15.45\|-2.89\|15.64\|15.83\|15.43\|372987;2026-09-03\|15.29\|-1.04\|15.62\|15.74\|15.03\|426640;2026-09-04\|14.88\|-2.68\|15.45\|15.66\|14.75\|443450;2026-09-07\|15.12\|1.61\|14.95\|15.24\|14.80\|303457;2026-09-08\|15.21\|0.60\|15.16\|15.83\|15.12\|520963;2026-09-09\|15.00\|-1.38\|15.37\|15.40\|14.85\|367964;2026-09-10\|14.71\|-1.93\|14.80\|14.95\|14.63\|265599;2026-09-11\|14.53\|-1.22\|14.51\|14.57\|14.07\|360627
119880		中报预增+多元醇+煤化工 1、据2026年7月9日公告，公司预计2026年半年度净利润约1.23亿元，同比增长1025.93%，主要原因为产品销售价格较上年同期上涨及多元醇项目投产，销售量增加。 2、据2026年6月24日互动易，公司扩产的30万吨多元醇产线已实现稳产、达产，实际产量可根据原料丙烯价格及产品价格进行调节。 3、据2025年年度报告，公司是一家以煤气化为产业链源头的综合性化工企业，产业链涵盖基础化工、化学肥料和新材料产业，形成合成气与丙烯结合生产多元醇的特色产业。	江苏省化肥行业龙头，上半年净利同比预增1025.93%，因“报告期内，产品销售价格总体上较上年同期上涨；多元醇项目投产，销售量增加”	2026-05-08\|6.33\|0.32\|6.35\|6.43\|6.30\|233179;2026-05-11\|6.37\|0.63\|6.34\|6.47\|6.32\|183867;2026-05-12\|6.20\|-2.67\|6.36\|6.37\|6.14\|212047;2026-05-13\|6.23\|0.48\|6.25\|6.29\|6.18\|161412;2026-05-14\|6.24\|0.16\|6.23\|6.32\|6.18\|177392;2026-05-15\|6.29\|0.80\|6.28\|6.39\|6.22\|231474;2026-05-18\|6.48\|3.02\|6.32\|6.52\|6.20\|381948;2026-05-19\|6.32\|-2.47\|6.45\|6.45\|6.23\|288682;2026-05-20\|6.35\|0.47\|6.26\|6.36\|6.25\|175020;2026-05-21\|6.00\|-5.51\|6.31\|6.32\|5.99\|372816;2026-05-22\|6.10\|1.67\|6.01\|6.13\|5.91\|208830;2026-05-25\|6.00\|-1.64\|5.93\|6.03\|5.92\|174974;2026-05-26\|5.83\|-2.83\|5.97\|5.97\|5.77\|192195;2026-05-27\|5.75\|-1.37\|5.83\|5.85\|5.66\|147647;2026-05-28\|5.71\|1.06\|5.65\|5.74\|5.61\|108267;2026-05-29\|5.56\|-2.63\|5.68\|5.73\|5.53\|130602;2026-06-01\|5.75\|3.42\|5.50\|5.79\|5.50\|168288;2026-06-02\|5.74\|-0.17\|5.74\|5.80\|5.60\|107151;2026-06-03\|5.71\|-0.52\|5.72\|5.72\|5.61\|89227;2026-06-04\|5.55\|-2.80\|5.70\|5.73\|5.52\|135191;2026-06-05\|5.58\|0.54\|5.58\|5.70\|5.51\|125496;2026-06-08\|5.40\|-3.23\|5.55\|5.80\|5.35\|251181;2026-06-09\|5.20\|-3.70\|5.43\|5.46\|5.15\|203606;2026-06-10\|5.15\|-0.96\|5.15\|5.23\|5.08\|141691;2026-06-11\|5.21\|1.17\|5.15\|5.24\|5.11\|149780;2026-06-12\|5.26\|0.96\|5.20\|5.33\|5.06\|161176;2026-06-15\|5.33\|1.33\|5.27\|5.39\|5.27\|129091;2026-06-16\|5.23\|-1.88\|5.35\|5.35\|5.20\|110412;2026-06-17\|5.06\|-3.25\|5.23\|5.23\|5.02\|139523;2026-06-18\|4.93\|-2.57\|5.04\|5.06\|4.90\|157268;2026-06-22\|5.06\|2.64\|4.90\|5.07\|4.81\|170786;2026-06-23\|5.07\|0.20\|5.01\|5.16\|5.00\|128482;2026-06-24\|4.99\|-1.58\|5.03\|5.10\|4.92\|90580;2026-06-25\|4.89\|-2.00\|5.00\|5.01\|4.83\|117121;2026-06-26\|4.75\|-2.86\|4.89\|4.90\|4.73\|103345;2026-06-29\|4.74\|-0.21\|4.75\|4.81\|4.64\|112349;2026-06-30\|4.63\|-2.32\|4.76\|4.76\|4.60\|114061;2026-07-01\|4.82\|4.10\|4.61\|4.86\|4.59\|146769;2026-07-02\|4.91\|1.87\|4.78\|4.96\|4.77\|137532;2026-07-03\|4.91\|0.00\|4.89\|4.95\|4.85\|101961;2026-07-06\|4.99\|1.63\|4.94\|5.12\|4.91\|149841;2026-07-07\|4.93\|-1.20\|5.00\|5.00\|4.84\|117492;2026-07-08\|4.94\|0.20\|4.95\|4.97\|4.82\|101828;2026-07-09\|5.43\|9.92\|5.43\|5.43\|5.28\|383420;2026-07-10\|5.76\|6.08\|5.40\|5.90\|5.23\|794487;2026-07-13\|5.48\|-4.86\|5.50\|5.61\|5.39\|466319;2026-07-14\|5.44\|-0.73\|5.48\|5.62\|5.38\|406789;2026-07-15\|5.59\|2.76\|5.35\|5.59\|5.27\|394358;2026-07-16\|5.42\|-3.04\|5.51\|5.55\|5.40\|282425;2026-07-17\|5.42\|0.00\|5.40\|5.60\|5.39\|268905;2026-07-20\|5.30\|-2.21\|5.41\|5.55\|5.25\|369177;2026-07-21\|5.22\|-1.51\|5.24\|5.26\|5.08\|358952;2026-07-22\|5.37\|2.87\|5.22\|5.42\|5.19\|291530;2026-07-23\|5.46\|1.68\|5.35\|5.47\|5.26\|265002;2026-07-24\|5.36\|-1.83\|5.46\|5.55\|5.34\|239731;2026-07-27\|5.50\|2.61\|5.26\|5.51\|5.20\|218364;2026-07-28\|5.47\|-0.55\|5.47\|5.50\|5.41\|139876;2026-07-29\|5.55\|1.46\|5.44\|5.57\|5.41\|198486;2026-07-30\|5.50\|-0.90\|5.49\|5.61\|5.46\|171420;2026-07-31\|5.52\|0.36\|5.45\|5.53\|5.45\|170981;2026-08-03\|5.61\|1.63\|5.51\|5.61\|5.48\|147296;2026-08-04\|5.54\|-1.25\|5.62\|5.63\|5.51\|183823;2026-08-05\|5.54\|0.00\|5.51\|5.55\|5.44\|181452;2026-08-06\|5.60\|1.08\|5.54\|5.60\|5.46\|239723;2026-08-07\|5.60\|0.00\|5.56\|5.62\|5.50\|205011;2026-08-10\|5.76\|2.86\|5.59\|5.77\|5.58\|252707;2026-08-11\|5.67\|-1.56\|5.76\|5.78\|5.66\|174581;2026-08-12\|5.71\|0.71\|5.67\|5.72\|5.62\|133936;2026-08-13\|5.64\|-1.23\|5.70\|5.72\|5.62\|144490;2026-08-14\|5.73\|1.60\|5.65\|5.73\|5.62\|112075;2026-08-17\|5.81\|1.40\|5.78\|5.89\|5.70\|184082;2026-08-18\|5.91\|1.72\|5.80\|5.97\|5.79\|213579;2026-08-19\|5.84\|-1.18\|5.86\|5.93\|5.79\|220076;2026-08-20\|5.92\|1.37\|5.84\|5.96\|5.80\|261315;2026-08-21\|5.82\|-1.69\|5.90\|5.94\|5.70\|397053;2026-08-24\|6.15\|5.67\|5.80\|6.16\|5.79\|642874;2026-08-25\|6.47\|5.20\|6.06\|6.49\|5.95\|838897;2026-09-02\|7.12\|10.05\|7.12\|7.12\|6.71\|928881;2026-09-03\|6.43\|-9.69\|7.12\|7.12\|6.41\|1151017;2026-09-04\|6.12\|-4.82\|6.35\|6.46\|6.07\|808040;2026-09-07\|6.08\|-0.65\|5.98\|6.09\|5.92\|462920;2026-09-08\|6.69\|10.03\|6.06\|6.69\|5.98\|778370;2026-09-09\|6.62\|-1.05\|6.80\|7.02\|6.55\|1044828;2026-09-10\|6.42\|-3.02\|6.63\|6.69\|6.38\|566827;2026-09-11\|6.22\|-3.12\|6.39\|6.42\|6.16\|450603
119879		间接持股宇树科技+机器人概念+造纸行业原因： 1、7月2日，据中国证监会网站消息，证监会发布关于同意宇树科技首次公开发行股票注册的批复。 2、据21世纪经济报道7月2日报道，马斯克发布参观Optimus机器人生产线的大合照，暗示人形机器人进入量产阶段。公司原因： 1、据2026年5月13日机构调研，全资子公司上海景兴实业投资有限公司参与的容腾基金有投资宇树科技，公司对容腾基金的投资额为2000万元，持有份额约为1.6667%，截至2025年6月容腾基金持有宇树科技股权比例为1.1868%。 2、据2023年年报，公司持有浙江治丞科技股份有限公司20%股权，后者主营工业机器人及自动化生产线。 3、据2025年年报，公司主要从事工业包装原纸、纸箱纸板、各类生活用纸以及再生浆板的生产和销售，主导产品为牛皮箱板纸、瓦楞原纸等，是华东地区最主要的专业生产企业之一。	1、箱板纸行业龙头，全资子公司上海景兴实业投资有限公司参与的容腾基金有投资宇树科技，公司对容腾基金的投资额为2000万元，持有份额约为1.6667%，容腾基金对宇树科技的投资额为2000万元； 2、预计2026年上半年归属于上市公司股东的净利润为1.3亿元至1.6亿元，同比增长136.22%至190.73%，主要系主要产品盈利能力恢复、再生浆板销售放量及财务费用下降所致	2026-05-08\|5.04\|0.80\|4.97\|5.10\|4.95\|424528;2026-05-11\|4.95\|-1.79\|5.02\|5.03\|4.91\|414916;2026-05-12\|4.89\|-1.21\|4.95\|4.96\|4.85\|312601;2026-05-13\|4.90\|0.20\|4.86\|4.94\|4.86\|238929;2026-05-14\|4.75\|-3.06\|4.89\|4.90\|4.75\|342207;2026-05-15\|4.85\|2.11\|4.75\|4.95\|4.75\|440616;2026-05-18\|4.80\|-1.03\|4.85\|4.85\|4.74\|290493;2026-05-19\|5.28\|10.00\|5.28\|5.28\|5.21\|819817;2026-05-20\|5.09\|-3.60\|5.20\|5.21\|5.00\|1428248;2026-05-21\|5.24\|2.95\|5.10\|5.48\|5.05\|1652522;2026-05-22\|5.20\|-0.76\|5.24\|5.28\|5.08\|988647;2026-05-25\|5.35\|2.88\|5.15\|5.37\|5.14\|1087202;2026-05-26\|5.41\|1.12\|5.45\|5.74\|5.35\|1911523;2026-05-27\|5.22\|-3.51\|5.26\|5.46\|5.18\|1145770;2026-05-28\|5.05\|-3.26\|5.20\|5.25\|4.90\|1013529;2026-05-29\|4.83\|-4.36\|5.01\|5.06\|4.80\|659415;2026-06-01\|4.87\|0.83\|4.83\|4.94\|4.72\|425977;2026-06-02\|4.97\|2.05\|5.07\|5.19\|4.95\|823492;2026-06-03\|4.90\|-1.41\|4.84\|4.91\|4.76\|560166;2026-06-04\|4.70\|-4.08\|4.86\|4.86\|4.68\|495375;2026-06-05\|4.74\|0.85\|4.68\|4.84\|4.58\|496414;2026-06-08\|4.58\|-3.38\|4.58\|4.69\|4.53\|351111;2026-06-09\|4.55\|-0.66\|4.60\|4.64\|4.49\|316477;2026-06-10\|4.30\|-5.49\|4.50\|4.53\|4.27\|439987;2026-06-11\|4.10\|-4.43\|4.28\|4.32\|4.02\|508095;2026-06-12\|4.18\|1.95\|4.17\|4.24\|4.10\|365389;2026-06-15\|4.25\|1.67\|4.21\|4.29\|4.20\|270324;2026-06-16\|4.18\|-1.65\|4.25\|4.25\|4.15\|309798;2026-06-17\|4.10\|-1.91\|4.15\|4.17\|4.07\|305553;2026-06-18\|4.04\|-1.46\|4.10\|4.13\|4.03\|293385;2026-06-22\|4.07\|0.74\|4.05\|4.08\|3.89\|447350;2026-06-23\|4.03\|-0.98\|4.03\|4.13\|4.00\|310950;2026-06-24\|3.90\|-3.23\|4.00\|4.03\|3.86\|390346;2026-06-25\|3.79\|-2.82\|3.90\|3.90\|3.76\|397040;2026-06-26\|3.66\|-3.43\|3.76\|3.78\|3.65\|398510;2026-06-29\|3.68\|0.55\|3.64\|3.70\|3.57\|388210;2026-06-30\|3.68\|0.00\|3.67\|3.71\|3.61\|401525;2026-07-01\|3.79\|2.99\|3.73\|3.92\|3.71\|484504;2026-07-02\|3.82\|0.79\|3.78\|3.91\|3.75\|458698;2026-07-03\|4.20\|9.95\|4.19\|4.20\|4.00\|535784;2026-07-06\|4.19\|-0.24\|4.20\|4.40\|4.06\|1393768;2026-07-07\|3.96\|-5.49\|4.10\|4.24\|3.93\|701445;2026-07-08\|3.68\|-7.07\|3.88\|3.90\|3.68\|688865;2026-07-09\|4.05\|10.05\|3.95\|4.05\|3.86\|818361;2026-07-10\|4.08\|0.74\|4.01\|4.20\|3.93\|1171238;2026-07-13\|3.95\|-3.19\|4.06\|4.09\|3.92\|675981;2026-07-14\|3.92\|-0.76\|3.95\|3.97\|3.83\|445897;2026-07-15\|4.00\|2.04\|3.89\|4.05\|3.87\|551789;2026-07-16\|3.98\|-0.50\|3.93\|4.05\|3.92\|502985;2026-07-17\|3.93\|-1.26\|3.98\|4.07\|3.88\|531196;2026-07-20\|3.85\|-2.04\|3.91\|3.96\|3.79\|484659;2026-07-21\|3.92\|1.82\|3.85\|3.92\|3.81\|433991;2026-07-22\|4.12\|5.10\|3.89\|4.30\|3.84\|937364;2026-07-23\|4.11\|-0.24\|4.04\|4.12\|3.99\|549549;2026-07-24\|4.14\|0.73\|4.05\|4.19\|4.02\|591322;2026-07-27\|4.34\|4.83\|4.16\|4.39\|4.16\|907979;2026-07-28\|4.25\|-2.07\|4.24\|4.31\|4.21\|580071;2026-07-29\|4.28\|0.71\|4.24\|4.30\|4.22\|500156;2026-07-30\|4.16\|-2.80\|4.26\|4.28\|4.16\|569132;2026-07-31\|4.45\|6.97\|4.32\|4.53\|4.28\|1336158;2026-08-03\|4.58\|2.92\|4.51\|4.58\|4.46\|984502;2026-08-04\|4.52\|-1.31\|4.55\|4.57\|4.45\|783111;2026-08-05\|4.57\|1.11\|4.50\|4.62\|4.43\|886230;2026-08-06\|4.50\|-1.53\|4.51\|4.62\|4.47\|556540;2026-08-07\|4.57\|1.56\|4.60\|4.64\|4.46\|629586;2026-08-10\|4.51\|-1.31\|4.62\|4.62\|4.47\|461489;2026-08-11\|4.44\|-1.55\|4.50\|4.53\|4.37\|555351;2026-08-12\|4.55\|2.48\|4.43\|4.59\|4.41\|593460;2026-08-13\|4.39\|-3.52\|4.51\|4.54\|4.38\|497902;2026-08-14\|4.35\|-0.91\|4.38\|4.39\|4.30\|315850;2026-08-17\|4.39\|0.92\|4.35\|4.39\|4.27\|303092;2026-08-18\|4.73\|7.74\|4.41\|4.82\|4.40\|1331966;2026-08-19\|4.26\|-9.94\|4.56\|4.59\|4.26\|865933;2026-08-20\|4.02\|-5.63\|4.18\|4.23\|3.99\|724640;2026-08-21\|4.01\|-0.25\|3.97\|4.04\|3.94\|316490;2026-08-24\|3.94\|-1.75\|3.98\|4.01\|3.89\|308751;2026-08-25\|4.02\|2.03\|3.91\|4.03\|3.90\|321823;2026-08-26\|4.14\|2.99\|4.05\|4.25\|4.05\|615465;2026-08-27\|4.18\|0.97\|4.11\|4.24\|4.11\|496736;2026-08-28\|4.24\|1.44\|4.23\|4.28\|4.20\|438082;2026-08-31\|4.24\|0.00\|4.18\|4.26\|4.18\|329991;2026-09-01\|4.34\|2.36\|4.25\|4.34\|4.23\|471224;2026-09-02\|4.23\|-2.53\|4.30\|4.30\|4.19\|323846;2026-09-03\|4.17\|-1.42\|4.24\|4.29\|4.16\|254116;2026-09-04\|4.12\|-1.20\|4.20\|4.22\|4.10\|285952;2026-09-07\|4.20\|1.94\|4.13\|4.20\|4.13\|219672;2026-09-08\|4.23\|0.71\|4.18\|4.24\|4.16\|269329;2026-09-09\|4.16\|-1.65\|4.20\|4.23\|4.14\|252587;2026-09-10\|4.09\|-1.68\|4.12\|4.14\|4.05\|242756;2026-09-11\|4.03\|-1.47\|4.08\|4.09\|3.95\|292889
119878		中报扭亏+商业航天+无人系统 1、据2026年7月9日公告，公司预计2026年上半年归母净利润为9000万元至1.2亿元，同比扭亏为盈，主要系对外投资项目收益表现良好，投资收益同比实现增长，影响利润金额预计约1.4亿元。 2、据2025年年度报告，公司是行业内少有的具备无人系统核心部件和整机的高新技术企业，拥有无人机、无人车、无人船三大领域的协同研发实力，产品覆盖低、中、高全谱系无人靶机，并突破高空大机动、超低空飞行等关键技术。 3、据2026年5月12日投资者关系活动记录表，公司重点布局低空经济、商业航天等新兴领域，在动中通、光电吊舱等卫星通信领域具备扎实技术储备，将紧抓低轨卫星组网机遇拓展产品布局。	公司主要从事信息感知、卫星通信以及无人系统业务，上半年盈利9000万元-1.2亿元，因“公司对外投资项目2026年1-6月收益表现良好，投资收益同比实现增长，有效补充当期利润，弥补本期经营亏损。经初步测算，影响本期利润金额预计约为1.4亿元”	2026-05-08\|24.29\|3.27\|23.45\|24.38\|23.23\|86087;2026-05-11\|23.81\|-1.98\|24.31\|24.44\|23.60\|80711;2026-05-12\|23.21\|-2.52\|23.71\|23.79\|23.01\|65840;2026-05-13\|23.46\|1.08\|23.20\|23.68\|22.84\|56817;2026-05-14\|22.33\|-4.82\|23.50\|23.55\|22.29\|61125;2026-05-15\|21.80\|-2.37\|22.31\|22.55\|21.66\|57518;2026-05-18\|23.09\|5.92\|21.89\|23.80\|21.85\|99485;2026-05-19\|24.83\|7.54\|23.23\|24.92\|23.06\|164925;2026-05-20\|26.46\|6.56\|24.52\|26.95\|24.34\|192392;2026-05-21\|26.01\|-1.70\|26.20\|27.18\|25.20\|255645;2026-05-22\|25.95\|-0.23\|26.01\|26.37\|25.32\|133655;2026-05-25\|27.00\|4.05\|26.51\|27.70\|26.47\|152623;2026-05-26\|27.47\|1.74\|26.89\|27.55\|26.37\|133719;2026-05-27\|26.21\|-4.59\|27.38\|27.38\|25.80\|120703;2026-05-28\|25.98\|-0.88\|26.20\|26.62\|25.31\|88118;2026-05-29\|24.85\|-4.35\|26.37\|26.72\|24.23\|109284;2026-06-01\|23.86\|-3.98\|24.74\|25.60\|23.76\|82914;2026-06-02\|23.29\|-2.39\|23.90\|24.40\|23.22\|93734;2026-06-03\|22.63\|-2.83\|23.12\|23.65\|22.42\|82787;2026-06-04\|23.01\|1.68\|22.36\|23.38\|22.15\|79115;2026-06-05\|22.88\|-0.56\|23.02\|23.48\|22.44\|87087;2026-06-08\|21.32\|-6.82\|22.22\|23.11\|21.01\|96265;2026-06-09\|21.63\|1.45\|21.51\|22.03\|21.14\|65621;2026-06-10\|21.01\|-2.87\|21.50\|21.66\|20.70\|66875;2026-06-11\|18.91\|-10.00\|20.80\|20.80\|18.91\|118621;2026-06-12\|19.57\|3.49\|19.30\|20.32\|19.00\|120158;2026-06-15\|19.93\|1.84\|19.55\|20.06\|19.12\|67176;2026-06-16\|19.55\|-1.91\|20.25\|20.55\|19.34\|75317;2026-06-17\|19.11\|-2.25\|19.38\|19.84\|19.04\|60253;2026-06-18\|18.65\|-2.41\|19.12\|19.41\|18.59\|82515;2026-06-22\|18.66\|0.05\|18.51\|18.76\|17.61\|79875;2026-06-23\|18.48\|-0.96\|18.56\|18.95\|18.33\|63688;2026-06-24\|18.36\|-0.65\|18.31\|18.48\|17.86\|50535;2026-06-25\|17.45\|-4.96\|18.36\|18.46\|17.32\|69188;2026-06-26\|17.05\|-2.29\|17.34\|17.65\|16.89\|69104;2026-06-29\|16.80\|-1.47\|17.35\|17.43\|16.38\|62521;2026-06-30\|17.56\|4.52\|16.79\|18.09\|16.61\|80183;2026-07-01\|17.78\|1.25\|17.56\|18.23\|17.53\|59609;2026-07-02\|17.67\|-0.62\|17.72\|18.35\|17.57\|63702;2026-07-03\|18.39\|4.07\|17.97\|18.95\|17.80\|85315;2026-07-06\|17.26\|-6.14\|18.37\|18.79\|17.24\|78840;2026-07-07\|16.52\|-4.29\|17.31\|17.45\|16.42\|52603;2026-07-08\|16.12\|-2.42\|16.52\|16.52\|16.00\|49172;2026-07-09\|17.73\|9.99\|17.73\|17.73\|17.70\|36527;2026-07-10\|19.50\|9.98\|18.10\|19.50\|18.08\|149129;2026-07-13\|20.49\|5.08\|20.38\|21.44\|19.00\|368974;2026-07-14\|18.44\|-10.00\|19.00\|19.23\|18.44\|57780;2026-07-15\|17.13\|-7.10\|16.60\|18.16\|16.60\|244124;2026-07-16\|18.84\|9.98\|16.81\|18.84\|16.80\|124827;2026-07-17\|20.72\|9.98\|18.56\|20.72\|17.88\|294978;2026-07-20\|20.02\|-3.38\|20.01\|21.54\|19.08\|319114;2026-07-21\|21.49\|7.34\|19.87\|21.53\|19.26\|320125;2026-07-22\|21.86\|1.72\|20.69\|23.23\|20.40\|312073;2026-07-23\|21.08\|-3.57\|21.39\|21.80\|20.00\|272304;2026-07-24\|19.83\|-5.93\|20.08\|20.87\|19.71\|172120;2026-07-27\|20.19\|1.82\|19.70\|20.20\|19.15\|158584;2026-07-28\|20.48\|1.44\|19.66\|21.10\|19.62\|191206;2026-07-29\|20.44\|-0.20\|20.38\|20.95\|19.96\|166961;2026-07-30\|18.55\|-9.25\|20.20\|20.24\|18.40\|197333;2026-07-31\|19.42\|4.69\|19.06\|19.77\|18.93\|160438;2026-08-03\|20.12\|3.60\|19.72\|20.16\|19.29\|119593;2026-08-04\|20.38\|1.29\|20.45\|20.49\|20.00\|95777;2026-08-05\|20.76\|1.86\|20.60\|20.90\|20.40\|109932;2026-08-06\|20.72\|-0.19\|20.76\|21.24\|20.47\|104869;2026-08-07\|20.82\|0.48\|20.80\|20.88\|20.20\|94896;2026-08-10\|21.43\|2.93\|20.90\|21.43\|20.47\|111345;2026-08-11\|20.95\|-2.24\|20.89\|21.19\|20.59\|83332;2026-08-12\|21.37\|2.00\|20.85\|21.55\|20.85\|80062;2026-08-13\|21.43\|0.28\|21.50\|22.30\|21.22\|129530;2026-08-14\|21.05\|-1.77\|21.40\|21.73\|20.72\|93553;2026-08-17\|21.25\|0.95\|21.05\|21.30\|20.76\|64443;2026-08-18\|21.30\|0.24\|21.14\|21.56\|20.88\|57515;2026-08-19\|19.79\|-7.09\|21.57\|21.70\|19.70\|103997;2026-08-20\|19.79\|0.00\|20.14\|20.19\|19.59\|61656;2026-08-21\|19.60\|-0.96\|19.56\|19.83\|19.21\|65353;2026-08-24\|19.11\|-2.50\|19.70\|19.72\|18.79\|60402;2026-08-25\|19.48\|1.94\|18.84\|19.58\|18.61\|54184;2026-08-26\|19.53\|0.26\|19.45\|19.63\|19.12\|41247;2026-08-27\|19.81\|1.43\|19.58\|20.17\|19.48\|49779;2026-08-28\|20.00\|0.96\|19.81\|20.12\|19.64\|45966;2026-08-31\|20.89\|4.45\|19.91\|20.99\|19.69\|75386;2026-09-01\|21.57\|3.26\|20.78\|21.81\|20.67\|103106;2026-09-02\|21.57\|0.00\|21.35\|21.75\|21.25\|90184;2026-09-03\|21.46\|-0.51\|21.67\|21.84\|21.40\|72644;2026-09-04\|21.18\|-1.30\|21.47\|21.77\|21.00\|72226;2026-09-07\|20.81\|-1.75\|20.97\|21.38\|20.67\|58342;2026-09-08\|20.67\|-0.67\|20.80\|20.96\|20.55\|47461;2026-09-09\|20.49\|-0.87\|20.67\|20.92\|20.46\|48342;2026-09-10\|19.98\|-2.49\|20.27\|20.37\|19.86\|57037;2026-09-11\|19.85\|-0.65\|19.89\|20.15\|19.43\|67348
119877		2026中报预增+人造板装备+海外业务 1、据2026年7月9日公告，公司预计2026年上半年归属于上市公司股东的净利润为1.57亿元，同比增长59.63%。业绩增长主要系验收的高单价生产线项目数量较多，整体毛利率水平较高，且钢带、改造等产品销售收入实现较大幅度增长。 2、据2025年年报，公司主营人造板生产线及其配套设备和专用材料的研发、生产、销售和服务，是行业内少数具备生产线整体解决方案能力的供应商，连续平压生产线市占率位居行业前列。 3、据2026年7月9日公告，2026年上半年公司境外生产线项目收入占营业收入的比重约为48%。	公司主营业务为人造板生产线和配套设备，预告中报净利润同比增长59.63%，因“公司共验收5条生产线项目，验收项目数量虽同比减少1条，但高单价项目数量较多，且整体毛利率水平较高”	2026-05-08\|40.37\|0.57\|40.01\|40.41\|39.81\|8504;2026-05-11\|40.00\|-0.92\|40.49\|40.60\|39.81\|10198;2026-05-12\|38.97\|-2.58\|40.30\|40.30\|38.90\|10253;2026-05-13\|38.80\|-0.44\|39.02\|39.19\|38.68\|6494;2026-05-14\|38.31\|-1.26\|38.81\|39.28\|38.25\|7599;2026-05-15\|38.66\|0.91\|38.18\|39.18\|38.18\|7168;2026-05-18\|38.19\|-1.22\|38.64\|38.64\|37.79\|7266;2026-05-19\|38.28\|0.24\|38.23\|38.65\|37.92\|5069;2026-05-20\|37.86\|-1.10\|38.42\|38.42\|37.66\|4713;2026-05-21\|36.61\|-3.30\|37.96\|38.20\|36.50\|6691;2026-05-22\|37.32\|1.94\|36.80\|37.53\|36.41\|6982;2026-05-25\|37.60\|0.75\|37.32\|37.64\|36.96\|5984;2026-05-26\|36.59\|-2.69\|37.50\|37.56\|36.11\|7951;2026-05-27\|35.99\|-1.64\|36.59\|36.98\|35.90\|5999;2026-05-28\|36.09\|0.28\|35.99\|36.25\|35.35\|3554;2026-05-29\|35.60\|-1.36\|36.30\|36.30\|35.35\|4071;2026-06-01\|36.28\|1.91\|35.51\|36.28\|35.06\|5631;2026-06-02\|35.78\|-1.38\|36.24\|36.32\|35.48\|3622;2026-06-03\|35.40\|-1.06\|35.55\|35.98\|35.30\|3995;2026-06-04\|35.74\|0.96\|35.40\|36.25\|35.27\|4563;2026-06-05\|35.80\|0.17\|35.75\|36.28\|35.25\|7203;2026-06-08\|35.89\|0.25\|35.16\|36.15\|34.81\|5535;2026-06-09\|36.09\|0.56\|35.91\|36.60\|35.55\|5561;2026-06-10\|36.90\|2.24\|36.08\|37.62\|35.51\|8789;2026-06-11\|36.72\|-0.49\|36.52\|36.91\|36.01\|5816;2026-06-12\|37.10\|1.03\|36.88\|37.10\|36.62\|7604;2026-06-15\|38.40\|3.50\|37.20\|38.40\|37.10\|13989;2026-06-16\|27.35\|-4.94\|28.50\|28.50\|27.20\|15016;2026-06-17\|25.50\|-6.76\|27.16\|27.30\|25.17\|18426;2026-06-18\|25.18\|-1.25\|25.24\|25.50\|24.94\|9024;2026-06-22\|24.88\|-1.19\|24.91\|25.45\|24.04\|10206;2026-06-23\|25.54\|2.65\|24.80\|25.78\|24.61\|11435;2026-06-24\|24.68\|-3.37\|25.30\|25.49\|24.45\|8221;2026-06-25\|24.13\|-2.23\|24.60\|24.87\|23.82\|8256;2026-06-26\|23.65\|-1.99\|24.00\|24.17\|23.38\|11076;2026-06-29\|23.28\|-1.56\|23.64\|23.98\|22.81\|7636;2026-06-30\|23.30\|0.09\|23.28\|23.53\|22.96\|7291;2026-07-01\|23.53\|0.99\|23.40\|23.86\|23.14\|8634;2026-07-02\|23.77\|1.02\|23.56\|24.19\|23.53\|7852;2026-07-03\|24.60\|3.49\|23.77\|24.79\|23.62\|9685;2026-07-06\|24.61\|0.04\|24.60\|25.05\|24.50\|8126;2026-07-07\|24.02\|-2.40\|24.59\|24.74\|23.93\|5699;2026-07-08\|23.66\|-1.50\|24.02\|24.15\|23.50\|6376;2026-07-09\|26.03\|10.02\|26.03\|26.03\|26.03\|6287;2026-07-10\|28.63\|9.99\|28.11\|28.63\|27.85\|37965;2026-07-13\|31.49\|9.99\|28.80\|31.49\|28.60\|116406;2026-07-14\|30.19\|-4.13\|30.00\|31.47\|28.56\|85654;2026-07-15\|30.10\|-0.30\|28.84\|30.30\|28.70\|58673;2026-07-16\|32.43\|7.74\|29.50\|32.70\|29.01\|87518;2026-07-17\|33.85\|4.38\|31.10\|34.54\|30.72\|92654;2026-07-20\|30.47\|-9.99\|32.50\|33.66\|30.47\|40474;2026-07-21\|32.29\|5.97\|28.83\|32.50\|28.83\|90025;2026-07-22\|29.70\|-8.02\|30.97\|30.99\|29.06\|83794;2026-07-23\|29.00\|-2.36\|29.40\|29.91\|27.70\|66627;2026-07-24\|27.08\|-6.62\|28.48\|28.49\|27.00\|54585;2026-07-27\|27.77\|2.55\|26.91\|27.89\|26.30\|38136;2026-07-28\|27.94\|0.61\|27.44\|28.68\|27.36\|35857;2026-07-29\|28.24\|1.07\|27.93\|28.41\|27.61\|30914;2026-07-30\|27.60\|-2.27\|28.04\|28.91\|27.39\|42106;2026-07-31\|28.36\|2.75\|27.83\|28.78\|27.83\|31404;2026-08-03\|29.34\|3.46\|28.25\|29.38\|28.05\|29644;2026-08-04\|29.50\|0.55\|29.50\|29.82\|28.80\|25420;2026-08-05\|29.84\|1.15\|29.70\|29.88\|29.43\|26296;2026-08-06\|29.49\|-1.17\|29.68\|30.07\|29.23\|20080;2026-08-07\|29.25\|-0.81\|29.53\|29.68\|28.95\|21772;2026-08-10\|29.88\|2.15\|29.37\|30.18\|28.91\|26558;2026-08-11\|30.15\|0.90\|29.74\|30.39\|29.74\|20425;2026-08-12\|30.02\|-0.43\|30.05\|30.38\|29.88\|13560;2026-08-13\|29.37\|-2.17\|30.05\|30.07\|29.35\|16427;2026-08-14\|29.55\|0.61\|29.40\|29.77\|29.08\|13751;2026-08-17\|29.91\|1.22\|29.55\|29.93\|29.20\|12161;2026-08-18\|30.02\|0.37\|29.87\|30.07\|29.46\|11955;2026-08-19\|29.01\|-3.36\|30.02\|30.10\|28.82\|13939;2026-08-20\|29.21\|0.69\|29.27\|29.61\|29.05\|12207;2026-08-21\|29.03\|-0.62\|29.70\|29.87\|28.26\|30562;2026-08-24\|28.45\|-2.00\|29.20\|29.60\|28.25\|17727;2026-08-25\|28.78\|1.16\|28.25\|28.97\|28.16\|13700;2026-08-26\|29.03\|0.87\|28.75\|29.17\|28.24\|23319;2026-08-27\|29.10\|0.24\|29.00\|29.31\|28.62\|17816;2026-08-28\|29.18\|0.27\|29.01\|29.25\|28.89\|11956;2026-08-31\|30.32\|3.91\|29.19\|30.46\|29.02\|27392;2026-09-01\|30.46\|0.46\|30.40\|30.70\|30.17\|20660;2026-09-02\|30.68\|0.72\|30.39\|30.97\|30.22\|19489;2026-09-03\|30.02\|-2.15\|30.75\|30.89\|29.78\|19593;2026-09-04\|29.83\|-0.63\|30.40\|30.43\|29.70\|12994;2026-09-07\|30.33\|1.68\|29.79\|30.35\|29.73\|11875;2026-09-08\|30.58\|0.82\|30.24\|30.78\|30.10\|12910;2026-09-09\|30.14\|-1.44\|30.52\|30.52\|30.07\|9219;2026-09-10\|29.03\|-3.68\|30.01\|30.13\|29.01\|13447;2026-09-11\|28.29\|-2.55\|28.89\|29.01\|27.76\|12902
119876		半年报预增+型号产品交付+红外芯片 1、据2026年7月9日公告，公司预计2026年上半年归母净利润为12.7亿元至14.5亿元，同比增长601.93%至701.41%；业绩增长主要系型号项目类产品持续交付，同时民品领域红外芯片应用业务持续增长。 2、据2026年4月15日年报，公司已搭建非制冷、制冷型碲镉汞及二类超晶格三条完全自主可控的国产化芯片生产线，是能同时批量生产非制冷和制冷两种探测器的民营企业，承担了国家多个重点型号产品的研制工作，在某些重点领域市场具备独占性优势。 3、据2026年6月30日互动易，公司是一家专业从事红外核心芯片、以红外热成像技术为核心的综合光电系统及完整装备系统总体的研发、生产、销售的高新技术企业。	1、公司上半年净利最高预增7倍，对于业绩增长的原因，公司表示，型号项目类产品，包括与某客户签订的某完整装备系统产品持续交付；同时，红外芯片应用业务持续增长，公司营业收入及利润同比实现大幅增长 2、公司表示实现了65000个通道的脑机接口，并且实现了双向信息的读取与写入； 3、公司大面阵2K红外探测器已配套商业航天及星载领域	2026-05-08\|15.01\|-0.79\|15.01\|15.07\|14.81\|864847;2026-05-11\|14.93\|-0.53\|15.03\|15.14\|14.83\|945233;2026-05-12\|14.79\|-0.94\|14.86\|15.04\|14.65\|899906;2026-05-13\|14.89\|0.68\|14.70\|14.95\|14.52\|807027;2026-05-14\|14.16\|-4.90\|14.97\|15.00\|14.15\|962406;2026-05-15\|13.98\|-1.27\|14.15\|14.35\|13.84\|758324;2026-05-18\|14.00\|0.14\|13.80\|14.31\|13.67\|549627;2026-05-19\|14.11\|0.79\|13.96\|14.12\|13.66\|562982;2026-05-20\|13.91\|-1.42\|13.98\|14.17\|13.76\|456351;2026-05-21\|13.67\|-1.73\|14.04\|14.43\|13.66\|919644;2026-05-22\|13.95\|2.05\|13.75\|14.05\|13.71\|505985;2026-05-25\|13.92\|-0.22\|14.09\|14.35\|13.74\|551806;2026-05-26\|13.55\|-2.66\|13.86\|13.86\|13.26\|722846;2026-05-27\|13.21\|-2.51\|13.55\|13.73\|13.11\|532901;2026-05-28\|13.40\|1.44\|13.15\|13.52\|13.02\|509740;2026-05-29\|12.87\|-3.96\|13.40\|13.54\|12.86\|522056;2026-06-01\|12.96\|0.70\|12.88\|13.16\|12.83\|533813;2026-06-02\|12.95\|-0.08\|13.04\|13.14\|12.60\|622961;2026-06-03\|12.75\|-1.54\|12.95\|12.98\|12.65\|548196;2026-06-04\|12.77\|0.16\|12.64\|12.91\|12.59\|362640;2026-06-05\|12.53\|-1.88\|12.72\|12.87\|12.39\|493757;2026-06-08\|11.84\|-5.51\|12.16\|12.38\|11.64\|643428;2026-06-09\|12.17\|2.79\|11.97\|12.21\|11.77\|443596;2026-06-10\|12.27\|0.82\|12.06\|12.60\|12.02\|505534;2026-06-11\|12.65\|3.10\|12.10\|12.89\|11.94\|781403;2026-06-12\|13.02\|2.92\|12.75\|13.47\|12.73\|899046;2026-06-15\|13.68\|5.07\|13.18\|13.85\|13.02\|821045;2026-06-16\|13.46\|-1.61\|13.68\|13.70\|13.36\|588011;2026-06-17\|13.65\|1.41\|13.35\|13.68\|13.33\|465494;2026-06-18\|13.66\|0.07\|13.57\|13.89\|13.52\|515453;2026-06-22\|13.83\|1.24\|13.65\|13.86\|13.31\|674356;2026-06-23\|13.40\|-3.11\|13.82\|13.89\|13.34\|483621;2026-06-24\|13.90\|3.73\|13.39\|13.97\|13.19\|696476;2026-06-25\|13.90\|0.00\|13.90\|14.02\|13.75\|514172;2026-06-26\|13.17\|-5.25\|13.81\|13.82\|13.15\|565524;2026-06-29\|12.88\|-2.20\|13.20\|13.35\|12.70\|553941;2026-06-30\|13.26\|2.95\|12.89\|13.33\|12.75\|473918;2026-07-01\|12.88\|-2.87\|13.27\|13.48\|12.83\|629720;2026-07-02\|12.51\|-2.87\|12.72\|13.11\|12.42\|580593;2026-07-03\|12.66\|1.20\|12.56\|12.87\|12.40\|506974;2026-07-06\|12.32\|-2.69\|12.79\|13.23\|12.28\|574544;2026-07-07\|12.72\|3.25\|12.28\|12.93\|12.15\|664115;2026-07-08\|12.10\|-4.87\|12.70\|12.97\|12.07\|610967;2026-07-09\|13.31\|10.00\|13.31\|13.31\|13.31\|207844;2026-07-10\|14.64\|9.99\|14.64\|14.64\|14.21\|2039915;2026-07-13\|13.99\|-4.44\|14.35\|14.50\|13.68\|2555115;2026-07-14\|13.60\|-2.79\|13.79\|13.90\|12.61\|1966524;2026-07-15\|13.32\|-2.06\|13.52\|13.77\|13.15\|1222160;2026-07-16\|13.49\|1.28\|12.90\|13.74\|12.87\|1082950;2026-07-17\|13.15\|-2.52\|13.45\|13.98\|12.90\|1472859;2026-07-20\|13.76\|4.64\|13.51\|13.99\|13.44\|1518305;2026-07-21\|14.19\|3.12\|13.77\|14.38\|13.66\|1734166;2026-07-22\|13.84\|-2.47\|13.99\|14.46\|13.70\|1457211;2026-07-23\|13.76\|-0.58\|13.61\|13.93\|13.34\|1123968;2026-07-24\|14.36\|4.36\|13.51\|14.95\|13.31\|2009266;2026-07-27\|14.30\|-0.42\|14.20\|14.46\|13.59\|1487762;2026-07-28\|13.76\|-3.78\|14.00\|14.35\|13.70\|1012895;2026-07-29\|13.91\|1.09\|13.69\|13.99\|13.35\|1122391;2026-07-30\|12.52\|-9.99\|13.65\|13.75\|12.52\|1392296;2026-07-31\|12.61\|0.72\|12.82\|13.03\|12.56\|1147030;2026-08-03\|12.76\|1.19\|12.50\|12.94\|12.38\|724551;2026-08-04\|12.92\|1.25\|12.80\|13.03\|12.65\|697370;2026-08-05\|13.58\|5.11\|12.93\|13.80\|12.90\|1291887;2026-08-06\|13.49\|-0.66\|13.43\|13.70\|13.24\|805133;2026-08-07\|14.06\|4.23\|13.46\|14.20\|13.32\|1131353;2026-08-10\|14.22\|1.14\|14.11\|14.30\|13.86\|900817;2026-08-11\|14.04\|-1.27\|14.22\|14.41\|14.01\|726655;2026-08-12\|13.99\|-0.36\|14.00\|14.09\|13.82\|548468;2026-08-13\|13.83\|-1.14\|14.03\|14.20\|13.83\|573900;2026-08-14\|13.92\|0.65\|13.90\|13.99\|13.74\|492104;2026-08-17\|14.08\|1.15\|13.92\|14.09\|13.71\|595233;2026-08-18\|14.02\|-0.43\|14.01\|14.20\|13.84\|574755;2026-08-19\|13.13\|-6.35\|13.85\|13.85\|13.07\|731645;2026-08-20\|13.09\|-0.30\|13.30\|13.37\|13.04\|509476;2026-08-21\|13.52\|3.29\|13.00\|13.55\|12.86\|584586;2026-08-24\|13.41\|-0.81\|13.40\|13.84\|13.17\|548311;2026-08-25\|13.21\|-1.49\|13.28\|13.39\|12.76\|769895;2026-08-26\|12.83\|-2.88\|13.27\|13.30\|12.75\|1055835;2026-08-27\|12.95\|0.94\|12.80\|12.98\|12.66\|775757;2026-08-28\|12.85\|-0.77\|12.91\|13.07\|12.83\|582412;2026-08-31\|12.97\|0.93\|12.75\|12.97\|12.64\|586617;2026-09-01\|12.98\|0.08\|13.00\|13.13\|12.80\|637184;2026-09-02\|12.83\|-1.16\|12.86\|13.10\|12.77\|724865;2026-09-03\|12.66\|-1.32\|12.86\|12.90\|12.65\|639940;2026-09-04\|12.54\|-0.95\|12.71\|12.82\|12.50\|590530;2026-09-07\|12.49\|-0.40\|12.55\|12.60\|12.38\|432508;2026-09-08\|12.56\|0.56\|12.50\|12.60\|12.43\|382063;2026-09-09\|12.59\|0.24\|12.55\|12.64\|12.43\|451542;2026-09-10\|12.32\|-2.14\|12.55\|12.55\|12.32\|423545;2026-09-11\|12.29\|-0.24\|12.20\|12.32\|11.95\|519639
119875		中报预增+硫磺涨价+供应链物流+湖北国资 1、据2026年7月9日公告，公司预计2026年半年度归母净利润为1.03亿元至1.25亿元，同比增加406.73%到514.97%。 2、据2026年7月9日公告，业绩增长主要因核心品种硫磺市场均价较上年同期显著上行，叠加销量增长，共同推动营业利润提升。 3、据2026年6月26日互动易，公司供应链执行贸易业务主要品种为硫磺；据2025年年报，公司最终控制人为湖北省人民政府国有资产监督管理委员会。	公司预计上半年净利同比增长406.73%-514.97%，因“公司持续聚焦核心主业，强化业务风险管控。供应链执行贸易业务方面，核心品种硫磺市场均价较上年同期显著上行，叠加销量增长，共同推动营业利润实现有效提升。同时，公司深化全面预算管理，健全费用过程监控与动态调整机制，推进成本精细化管控，优化资源配置，进一步压降管理成本，经营质效持续改善”	2026-05-08\|11.63\|1.75\|11.50\|11.67\|11.44\|39878;2026-05-11\|11.81\|1.55\|11.65\|11.84\|11.53\|47804;2026-05-12\|11.57\|-2.03\|11.78\|11.78\|11.47\|32094;2026-05-13\|11.67\|0.86\|11.54\|11.75\|11.51\|31836;2026-05-14\|11.60\|-0.60\|11.70\|11.80\|11.50\|36012;2026-05-15\|11.52\|-0.69\|11.60\|11.70\|11.38\|34465;2026-05-18\|11.42\|-0.87\|11.52\|11.57\|11.33\|32825;2026-05-19\|11.66\|2.10\|11.68\|11.80\|11.47\|33222;2026-05-20\|11.51\|-1.29\|11.69\|11.69\|11.42\|25550;2026-05-21\|11.24\|-2.35\|11.50\|11.75\|11.20\|37946;2026-05-22\|11.45\|1.87\|11.25\|11.49\|11.12\|32227;2026-05-25\|11.24\|-1.83\|11.45\|11.60\|11.11\|30396;2026-05-26\|11.11\|-1.16\|11.24\|11.31\|11.01\|28851;2026-05-27\|10.81\|-2.70\|11.03\|11.14\|10.68\|34826;2026-05-28\|10.87\|0.56\|10.78\|11.00\|10.58\|23055;2026-05-29\|10.72\|-1.38\|10.80\|11.00\|10.66\|31470;2026-06-01\|11.01\|2.71\|10.59\|11.06\|10.55\|40417;2026-06-02\|10.53\|-4.36\|11.00\|11.07\|10.48\|40920;2026-06-03\|10.34\|-1.80\|10.48\|10.60\|10.25\|40536;2026-06-04\|9.96\|-3.67\|10.31\|10.43\|9.85\|38058;2026-06-05\|10.18\|2.21\|9.98\|10.28\|9.87\|36919;2026-06-08\|10.06\|-1.18\|10.00\|10.42\|9.85\|45581;2026-06-09\|9.97\|-0.89\|10.10\|10.25\|9.88\|36197;2026-06-10\|9.95\|-0.20\|9.92\|10.04\|9.72\|32822;2026-06-11\|9.82\|-1.31\|9.95\|10.39\|9.66\|46394;2026-06-12\|9.97\|1.53\|9.82\|10.18\|9.66\|40763;2026-06-15\|9.85\|-1.20\|10.09\|10.22\|9.82\|38015;2026-06-16\|9.78\|-0.71\|9.99\|9.99\|9.56\|32894;2026-06-17\|9.61\|-1.74\|9.77\|9.78\|9.55\|25594;2026-06-18\|9.57\|-0.42\|9.62\|9.69\|9.33\|22923;2026-06-22\|9.59\|0.21\|9.50\|9.68\|9.11\|37459;2026-06-23\|9.84\|2.61\|9.56\|10.01\|9.49\|36497;2026-06-24\|9.51\|-3.35\|9.88\|9.93\|9.45\|35615;2026-06-25\|9.30\|-2.21\|9.48\|9.51\|9.22\|27077;2026-06-26\|9.07\|-2.47\|9.13\|9.33\|8.98\|32315;2026-06-29\|9.04\|-0.33\|9.07\|9.15\|8.73\|37203;2026-06-30\|8.98\|-0.66\|9.04\|9.14\|8.87\|38706;2026-07-01\|9.25\|3.58\|8.94\|9.38\|8.93\|54080;2026-07-02\|9.33\|0.86\|9.22\|9.55\|9.17\|43874;2026-07-03\|9.55\|2.36\|9.48\|9.66\|9.34\|42297;2026-07-06\|9.55\|0.00\|9.68\|9.72\|9.48\|23302;2026-07-07\|9.26\|-3.04\|9.54\|9.58\|9.18\|31847;2026-07-08\|9.24\|-0.22\|9.22\|9.27\|9.02\|37436;2026-07-09\|10.16\|9.96\|10.16\|10.16\|10.16\|53765;2026-07-10\|9.91\|-2.46\|9.70\|10.20\|9.69\|164208;2026-07-13\|9.80\|-1.11\|9.86\|10.25\|9.77\|95825;2026-07-14\|10.01\|2.14\|9.89\|10.03\|9.62\|71148;2026-07-15\|10.11\|1.00\|10.00\|10.21\|9.89\|64422;2026-07-16\|9.84\|-2.67\|10.08\|10.08\|9.78\|45014;2026-07-17\|9.66\|-1.83\|9.77\|10.04\|9.45\|48928;2026-07-20\|9.35\|-3.21\|9.67\|9.75\|9.18\|55157;2026-07-21\|9.15\|-2.14\|9.36\|9.39\|8.91\|51739;2026-07-22\|9.02\|-1.42\|9.17\|9.25\|8.96\|38104;2026-07-23\|9.19\|1.88\|8.86\|9.21\|8.71\|48559;2026-07-24\|8.92\|-2.94\|9.14\|9.24\|8.86\|36002;2026-07-27\|9.18\|2.91\|8.88\|9.30\|8.88\|33248;2026-07-28\|9.28\|1.09\|9.21\|9.50\|9.20\|34698;2026-07-29\|9.48\|2.16\|9.40\|9.53\|9.25\|39495;2026-07-30\|9.58\|1.05\|9.48\|9.72\|9.41\|40700;2026-07-31\|9.58\|0.00\|9.60\|9.70\|9.44\|43716;2026-08-03\|10.01\|4.49\|9.58\|10.03\|9.58\|65861;2026-08-04\|9.88\|-1.30\|9.95\|10.03\|9.81\|48394;2026-08-05\|9.84\|-0.40\|9.88\|9.93\|9.76\|32211;2026-08-06\|10.03\|1.93\|9.84\|10.04\|9.76\|36582;2026-08-07\|9.93\|-1.00\|10.02\|10.04\|9.78\|29274;2026-08-10\|10.30\|3.73\|9.97\|10.35\|9.93\|41192;2026-08-11\|10.22\|-0.78\|10.24\|10.35\|10.16\|22840;2026-08-12\|10.36\|1.37\|10.26\|10.44\|10.22\|29013;2026-08-13\|10.17\|-1.83\|10.34\|10.37\|10.17\|24530;2026-08-14\|10.26\|0.89\|10.16\|10.30\|10.12\|21271;2026-08-17\|10.49\|2.24\|10.25\|10.50\|10.03\|35141;2026-08-18\|10.54\|0.48\|10.49\|10.64\|10.36\|27200;2026-08-19\|10.49\|-0.47\|10.47\|10.59\|10.36\|33285;2026-08-20\|10.59\|0.95\|10.46\|10.63\|10.45\|34798;2026-08-21\|10.44\|-1.42\|10.52\|10.64\|10.26\|32264;2026-08-24\|10.44\|0.00\|10.46\|10.71\|10.32\|41102;2026-08-25\|10.60\|1.53\|10.43\|10.67\|10.35\|37667;2026-08-26\|10.40\|-1.89\|10.55\|10.55\|9.94\|70854;2026-08-27\|10.31\|-0.87\|10.30\|10.57\|10.26\|44521;2026-08-28\|10.44\|1.26\|10.31\|10.47\|10.22\|37150;2026-08-31\|10.56\|1.15\|10.37\|10.63\|10.30\|62857;2026-09-01\|10.62\|0.57\|10.51\|10.66\|10.49\|35042;2026-09-02\|10.45\|-1.60\|10.60\|10.60\|10.36\|28844;2026-09-03\|10.33\|-1.15\|10.49\|10.57\|10.28\|19582;2026-09-04\|10.32\|-0.10\|10.36\|10.50\|10.28\|23062;2026-09-07\|10.25\|-0.68\|10.40\|10.40\|10.23\|27442;2026-09-08\|10.38\|1.27\|10.30\|10.43\|10.25\|31060;2026-09-09\|10.35\|-0.29\|10.37\|10.41\|10.19\|22646;2026-09-10\|10.20\|-1.45\|10.36\|10.36\|10.17\|14848;2026-09-11\|10.02\|-1.76\|10.19\|10.25\|9.83\|27723
119874		中报预增+AI教育+机器人 1、据2026年7月7日公告，公司预计2026年上半年归母净利润14.5亿元至16.5亿元，同比增长264.62%至314.91%，主要因核心业务发展、AI技术融合及全球化拓展，同时参投企业上市产生公允价值变动收益同比增加5.22亿元。 2、据2026年6月23日及6月11日互动易，公司深耕教育AI场景，已推出希沃教学大模型并打造覆盖“教-学-研-评-管”全场景的AI技术架构，截至2025年底希沃AI备课累计激活用户超100万，希沃魔方数字基座覆盖国内超1万所学校。 3、据2026年6月23日互动易及2025年年报，公司延伸至具身智能领域，构建了工业四足机器人、智能柔性机械臂、商用清洁机器人等产品矩阵，商用清洁机器人已批量出口欧洲、日韩市场。	公司预计上半年净利润同比增264.62%~314.91%，因“家用电器控制器海内外订单持续增长，汽车电子、电力电子业务伴随重点客户项目导入、产品定点及量产推进实现增长，液晶显示主控板卡也依托研发、供应链优势巩固了行业地位”	2026-05-08\|37.65\|0.88\|37.30\|37.90\|37.02\|45134;2026-05-11\|39.14\|3.96\|38.55\|39.50\|38.55\|93691;2026-05-12\|39.21\|0.18\|39.20\|39.60\|38.70\|57279;2026-05-13\|39.71\|1.28\|39.00\|39.98\|38.90\|58384;2026-05-14\|38.85\|-2.17\|39.71\|39.88\|38.85\|50894;2026-05-15\|38.99\|0.36\|39.00\|39.63\|38.56\|62569;2026-05-18\|39.04\|0.13\|38.87\|39.18\|38.55\|50300;2026-05-19\|39.39\|0.90\|39.06\|39.50\|38.78\|40665;2026-05-20\|39.06\|-0.84\|39.20\|39.42\|38.70\|48628;2026-05-21\|38.22\|-2.15\|39.07\|39.86\|38.11\|68378;2026-05-22\|38.41\|0.50\|38.29\|38.92\|37.94\|55176;2026-05-25\|39.09\|1.77\|38.52\|39.13\|38.16\|52853;2026-05-26\|38.76\|-0.84\|38.89\|39.09\|38.10\|44657;2026-05-27\|38.35\|-1.06\|38.55\|39.30\|38.13\|41365;2026-05-28\|38.20\|-0.39\|38.40\|38.58\|37.61\|45085;2026-05-29\|36.54\|-4.35\|38.33\|38.38\|36.40\|64097;2026-06-01\|37.13\|1.61\|36.69\|37.63\|36.45\|64431;2026-06-02\|36.58\|-1.48\|37.01\|37.25\|36.35\|42092;2026-06-03\|36.27\|-0.85\|36.48\|36.79\|35.71\|47954;2026-06-04\|35.36\|-2.51\|36.00\|36.18\|35.08\|38317;2026-06-05\|35.67\|0.88\|35.36\|36.47\|34.53\|47594;2026-06-08\|34.62\|-2.94\|35.10\|35.57\|34.15\|44628;2026-06-09\|34.85\|0.66\|34.88\|34.97\|34.22\|32212;2026-06-10\|34.10\|-2.15\|34.54\|34.78\|33.68\|33539;2026-06-11\|33.20\|-2.64\|33.88\|34.15\|32.80\|31597;2026-06-12\|33.95\|2.26\|33.53\|33.95\|33.10\|62470;2026-06-15\|34.12\|0.50\|33.83\|34.14\|33.38\|63038;2026-06-16\|34.46\|1.00\|34.14\|34.71\|33.45\|52992;2026-06-17\|35.00\|1.57\|34.25\|35.30\|34.20\|49917;2026-06-18\|34.92\|-0.23\|34.99\|35.53\|34.50\|40005;2026-06-22\|34.87\|-0.14\|34.94\|35.13\|33.75\|58213;2026-06-23\|34.44\|-1.23\|34.55\|35.27\|34.27\|40076;2026-06-24\|34.17\|-0.78\|34.44\|34.69\|33.64\|35278;2026-06-25\|33.73\|-1.29\|34.16\|34.40\|33.63\|43553;2026-06-26\|32.28\|-4.30\|33.63\|33.70\|32.25\|52447;2026-06-29\|32.33\|0.15\|32.40\|32.69\|31.53\|41735;2026-06-30\|34.53\|6.80\|33.03\|34.93\|32.86\|86169;2026-07-01\|36.35\|5.27\|34.58\|36.47\|34.08\|90777;2026-07-02\|35.54\|-2.23\|35.92\|36.25\|35.33\|64944;2026-07-03\|38.34\|7.88\|35.50\|39.02\|35.47\|114730;2026-07-06\|39.16\|2.14\|38.34\|40.32\|36.53\|156161;2026-07-07\|43.08\|10.01\|43.08\|43.08\|43.08\|55268;2026-07-08\|47.39\|10.00\|45.50\|47.39\|45.18\|288311;2026-07-09\|52.13\|10.00\|45.11\|52.13\|44.66\|506626;2026-07-10\|52.45\|0.61\|53.87\|55.98\|52.41\|447045;2026-07-13\|50.92\|-2.92\|51.51\|54.03\|50.00\|328497;2026-07-14\|51.60\|1.34\|51.00\|52.30\|50.03\|292229;2026-07-15\|48.19\|-6.61\|51.10\|52.10\|47.85\|260926;2026-07-16\|48.09\|-0.21\|48.00\|49.95\|47.75\|204190;2026-07-17\|47.51\|-1.21\|48.09\|50.59\|47.07\|216589;2026-07-20\|46.75\|-1.60\|48.21\|48.66\|45.90\|218665;2026-07-21\|48.26\|3.23\|47.15\|49.30\|46.75\|235590;2026-07-22\|47.88\|-0.79\|47.50\|48.90\|46.55\|218094;2026-07-23\|45.90\|-4.14\|48.00\|48.31\|45.54\|196078;2026-07-24\|45.20\|-1.53\|45.00\|46.35\|44.51\|144744;2026-07-27\|46.00\|1.77\|44.81\|46.00\|43.25\|153191;2026-07-28\|44.43\|-3.41\|45.08\|45.43\|44.11\|107300;2026-07-29\|44.62\|0.43\|44.50\|45.40\|43.73\|117602;2026-07-30\|42.25\|-5.31\|43.83\|44.36\|41.83\|141131;2026-07-31\|45.19\|6.96\|43.80\|45.54\|43.21\|172136;2026-08-03\|45.68\|1.08\|45.48\|46.44\|45.01\|128772;2026-08-04\|46.14\|1.01\|45.58\|46.38\|45.25\|88638;2026-08-05\|49.03\|6.26\|45.51\|49.51\|45.51\|172055;2026-08-06\|50.03\|2.04\|48.30\|50.65\|47.90\|147705;2026-08-07\|50.17\|0.28\|49.53\|50.23\|48.21\|118243;2026-08-10\|51.05\|1.75\|50.77\|51.10\|49.94\|97368;2026-08-11\|49.66\|-2.72\|50.52\|50.82\|49.52\|80380;2026-08-12\|49.45\|-0.42\|49.99\|50.06\|48.80\|78239;2026-08-13\|50.00\|1.11\|49.50\|51.47\|49.46\|83943;2026-08-14\|49.73\|-0.54\|50.40\|51.12\|49.20\|56932;2026-08-17\|51.12\|2.80\|49.88\|51.15\|49.19\|71564;2026-08-18\|51.30\|0.35\|51.00\|51.80\|50.50\|57917;2026-08-19\|49.36\|-3.78\|50.69\|51.30\|49.35\|63347;2026-08-20\|49.51\|0.30\|49.81\|50.27\|49.26\|47441;2026-08-21\|49.15\|-0.73\|49.51\|49.75\|48.70\|41990;2026-08-24\|48.73\|-0.85\|49.50\|50.50\|48.02\|56634;2026-08-25\|46.91\|-3.73\|48.34\|48.95\|46.16\|69582;2026-08-26\|47.64\|1.56\|46.93\|48.76\|46.30\|74281;2026-08-27\|46.99\|-1.36\|47.95\|47.95\|45.44\|97700;2026-08-28\|46.83\|-0.34\|47.08\|47.50\|46.59\|66106;2026-08-31\|47.95\|2.39\|46.30\|48.10\|45.46\|95340;2026-09-01\|48.02\|0.15\|47.95\|49.04\|47.60\|97533;2026-09-02\|49.65\|3.39\|47.82\|50.48\|47.45\|129358;2026-09-03\|49.43\|-0.44\|49.60\|50.02\|48.21\|92981;2026-09-04\|48.85\|-1.17\|49.68\|50.70\|48.53\|86404;2026-09-07\|47.95\|-1.84\|48.80\|49.33\|47.62\|90681;2026-09-08\|47.40\|-1.15\|47.95\|47.95\|46.80\|75650;2026-09-09\|46.72\|-0.38\|46.99\|47.55\|46.56\|44531;2026-09-10\|46.34\|-0.81\|46.65\|46.72\|46.01\|38768;2026-09-11\|45.24\|-2.37\|45.99\|46.15\|44.64\|57671
119873	国务院：推进算力设施绿色低碳转型	AI大模型+AI智能体+短剧出海行业原因： 1、港股MiniMax上市首日大涨109%，今日续涨30%。智谱午后涨超60%，上市三天累计涨幅超110%。 2、据报道，DeepSeek将于2月发布新一代旗舰AI模型DeepSeek V4，该模型具备强大的编程能力，预计将对当前的AI竞争格局产生重大影响。公司原因： 1、据2025年11月10日机构调研，在模型方面，公司先后开源 Skywork-Reward-V2 奖励模型、多模态推理模型 Skywork-R1V 3. 0、多模态模型 UniPic与 UniPic 2. 0、 Matrix-3D 与 Matrix-Game 2.0 等多款行业领先模型。 2、据2025年8月13日互动易及2025年半年度报告，公司已完成“算力基础设施—大模型算法—AI应用”全链条布局，稳居国内人工智能企业第一梯队，全球月活用户近4亿。 3、据2025年10月30日三季报及2025年11月10日机构调研，短剧平台DramaWave收入跃居海外短剧平台前列，前三季度海外收入54.1亿元，同比增长58%，AI驱动的多语种配音与投放素材显著提升ROI。	1、公司通过自建机房和算力租赁的模式，已搭建规模充足、多点布局的算力集群，可充足保障AI业务发展； 2、公司表示天工AI业务ARR突破8亿美元，向中国首个非BAT10亿美元ARR的AI公司迈进	2026-05-08\|53.83\|-1.90\|55.63\|55.67\|53.65\|706635;2026-05-11\|54.13\|0.56\|54.00\|54.93\|53.04\|560116;2026-05-12\|52.63\|-2.77\|54.00\|54.15\|52.15\|475470;2026-05-13\|53.43\|1.52\|52.12\|53.60\|50.95\|559452;2026-05-14\|49.03\|-8.24\|54.27\|54.66\|48.94\|833236;2026-05-15\|49.21\|0.37\|49.11\|51.15\|48.90\|646072;2026-05-18\|48.95\|-0.53\|48.85\|49.86\|48.38\|433031;2026-05-19\|49.92\|1.98\|48.96\|50.30\|48.32\|482926;2026-05-20\|47.75\|-4.35\|49.02\|49.44\|47.30\|544856;2026-05-21\|46.35\|-2.93\|48.20\|49.18\|46.25\|489200;2026-05-22\|46.19\|-0.35\|46.60\|46.95\|45.50\|374941;2026-05-25\|48.15\|4.24\|46.89\|48.46\|46.83\|524825;2026-05-26\|46.45\|-3.53\|47.67\|47.88\|45.55\|608634;2026-05-27\|45.80\|-1.40\|48.00\|48.90\|45.50\|761623;2026-05-28\|44.29\|-3.30\|43.86\|45.00\|42.40\|784051;2026-05-29\|43.92\|-0.84\|44.57\|46.22\|43.79\|655209;2026-06-01\|44.99\|2.44\|44.20\|46.30\|43.90\|593843;2026-06-02\|42.30\|-5.98\|45.00\|45.00\|41.66\|655353;2026-06-03\|41.80\|-1.18\|41.53\|42.88\|41.30\|466465;2026-06-04\|40.48\|-3.16\|40.96\|40.99\|40.10\|437743;2026-06-05\|40.50\|0.05\|40.51\|41.57\|39.62\|480562;2026-06-08\|38.66\|-4.54\|39.18\|40.08\|37.96\|436652;2026-06-09\|39.59\|2.41\|39.01\|39.80\|38.25\|369504;2026-06-10\|38.19\|-3.54\|39.00\|39.90\|38.00\|360894;2026-06-11\|36.94\|-3.27\|37.81\|37.96\|36.65\|426850;2026-06-12\|37.22\|0.76\|37.83\|38.20\|37.12\|356009;2026-06-15\|39.22\|5.37\|39.00\|39.83\|38.31\|496630;2026-06-16\|38.61\|-1.56\|39.05\|39.18\|38.41\|362161;2026-06-17\|38.75\|0.36\|38.31\|39.26\|37.57\|480334;2026-06-18\|43.00\|10.97\|38.75\|45.71\|38.58\|1313605;2026-06-22\|44.42\|3.30\|42.87\|45.35\|42.20\|1013543;2026-06-23\|41.85\|-5.79\|43.57\|43.89\|41.61\|652510;2026-06-24\|41.80\|-0.12\|41.70\|42.78\|41.05\|453994;2026-06-25\|40.80\|-2.39\|41.80\|42.42\|40.32\|521320;2026-06-26\|38.75\|-5.02\|40.00\|40.50\|38.72\|507774;2026-06-29\|39.78\|2.66\|39.38\|42.25\|39.28\|664222;2026-06-30\|40.36\|1.46\|39.90\|41.00\|38.78\|496011;2026-07-01\|40.60\|0.59\|40.00\|41.50\|39.62\|583924;2026-07-02\|45.55\|12.19\|41.81\|46.89\|39.36\|1582865;2026-07-03\|42.66\|-6.34\|44.30\|46.69\|42.42\|1232127;2026-07-06\|43.05\|0.91\|42.90\|45.98\|42.39\|981563;2026-07-07\|44.61\|3.62\|42.94\|46.07\|42.89\|1114296;2026-07-08\|47.96\|7.51\|44.41\|48.50\|42.60\|1404541;2026-07-09\|50.42\|5.13\|47.50\|51.88\|46.84\|1681417;2026-07-10\|49.42\|-1.98\|48.47\|53.53\|47.80\|1621460;2026-07-13\|48.20\|-2.47\|49.87\|51.08\|47.50\|997666;2026-07-14\|45.93\|-4.71\|48.66\|49.05\|43.23\|1107676;2026-07-15\|46.11\|0.39\|46.18\|48.48\|45.49\|915015;2026-07-16\|48.24\|4.62\|45.50\|49.73\|44.80\|1185085;2026-07-17\|41.99\|-12.96\|47.84\|48.89\|41.85\|1219222;2026-07-20\|42.92\|2.21\|41.99\|43.56\|40.83\|936048;2026-07-21\|43.48\|1.30\|42.20\|43.88\|39.70\|884831;2026-07-22\|41.18\|-5.29\|42.79\|43.78\|40.90\|808944;2026-07-23\|39.32\|-4.52\|40.50\|40.80\|38.93\|672092;2026-07-24\|36.68\|-6.71\|38.15\|38.64\|36.68\|598378;2026-07-27\|38.17\|4.06\|36.69\|38.26\|36.20\|483553;2026-07-28\|37.61\|-1.47\|37.39\|38.97\|37.30\|506661;2026-07-29\|36.83\|-2.07\|37.86\|38.31\|35.29\|654576;2026-07-30\|36.00\|-2.25\|36.80\|38.69\|36.00\|643954;2026-07-31\|43.20\|20.00\|36.78\|43.20\|36.78\|1477056;2026-08-03\|41.60\|-3.70\|43.05\|43.88\|41.51\|1154704;2026-08-04\|43.70\|5.05\|42.55\|43.98\|41.84\|986978;2026-08-05\|44.41\|1.62\|43.00\|45.10\|43.00\|859200;2026-08-06\|43.90\|-1.15\|43.63\|44.90\|43.39\|720426;2026-08-07\|44.88\|2.23\|43.73\|45.52\|42.46\|962547;2026-08-10\|44.28\|-1.34\|44.80\|45.06\|43.50\|565231;2026-08-11\|43.28\|-2.26\|44.46\|44.46\|42.97\|529553;2026-08-12\|43.29\|0.02\|43.41\|44.30\|42.84\|540378;2026-08-13\|42.17\|-2.59\|43.30\|45.29\|42.15\|767450;2026-08-14\|43.62\|3.44\|42.49\|43.83\|41.61\|643549;2026-08-17\|44.70\|2.48\|43.90\|45.18\|43.16\|638158;2026-08-18\|44.48\|-0.49\|44.33\|44.98\|43.82\|475279;2026-08-19\|42.52\|-4.41\|43.50\|43.96\|42.28\|495445;2026-08-20\|45.05\|5.95\|45.20\|47.69\|44.66\|1226255;2026-08-21\|43.82\|-2.73\|44.10\|44.70\|42.97\|728374;2026-08-24\|40.54\|-7.49\|43.79\|43.82\|39.97\|753128;2026-08-25\|40.32\|-0.54\|40.51\|40.71\|39.60\|414204;2026-08-26\|39.70\|-1.54\|40.12\|40.38\|39.39\|396879;2026-08-27\|40.89\|3.00\|40.30\|40.94\|39.72\|444782;2026-08-28\|40.40\|-1.20\|41.40\|42.27\|40.31\|715695;2026-08-31\|43.99\|8.89\|39.98\|45.14\|39.71\|1115450;2026-09-01\|45.94\|4.43\|44.00\|47.59\|43.97\|1456393;2026-09-02\|44.38\|-3.40\|45.00\|45.70\|44.01\|795492;2026-09-03\|44.26\|-0.27\|45.00\|46.44\|43.77\|692524;2026-09-04\|45.43\|2.64\|44.88\|47.88\|44.82\|1066702;2026-09-07\|46.60\|2.58\|45.92\|47.00\|45.40\|831668;2026-09-08\|46.09\|-1.09\|46.03\|47.88\|45.89\|771292;2026-09-09\|45.69\|-0.87\|45.98\|46.29\|45.00\|550934;2026-09-10\|44.26\|-3.13\|45.35\|45.70\|44.25\|368959;2026-09-11\|43.81\|-1.02\|44.03\|44.47\|43.20\|451090
119872	国务院：推进算力设施绿色低碳转型	算力国家队+液冷+可转债获批行业原因：据东方证券6月29日研报，英伟达近期发布官方博客详细介绍Rubin平台全液冷方案，每颗芯片均采用液体闭环冷却，VeraRubin将于26年秋季启动量产并开始出货，有望带动液冷板块确定性提升。公司原因： 1、据2026年6月29日公告，公司向不特定对象发行可转换公司债券申请获得中国证监会同意注册批复，拟募资不超80亿元用于先进算力集群系统、高性能AI训推一体机等人工智能算力基础设施项目。 2、据2026年5月7日审核问询函回复，公司作为“算力国家队”，深度参与“东数西算”工程，已在30多个城市建设运营超算/智算中心，累计部署超50万张异构加速卡，智算算力规模超30EFLOPS。 3、据2026年5月12日互动易，子公司曙光数创发布全球首个MW级液冷整机柜C8000 V3.0，PUE降至1.04以下，是国内唯一实现浸没相变液冷大规模商业化部署的企业。	公司ParaStor F9000全闪存储系统在生产型全节点和10节点榜单中实现双榜第一，是首个达成此成就的中国厂商。自今年2月国家超算互联网核心节点建设启动以来，ParaStor F9000已投入实际生产环境	2026-05-08\|96.30\|-2.48\|97.99\|97.99\|96.00\|678500;2026-05-11\|100.05\|3.89\|99.00\|101.00\|97.40\|912077;2026-05-12\|97.42\|-2.63\|99.86\|99.86\|96.87\|651218;2026-05-13\|100.71\|3.38\|96.00\|101.00\|95.02\|821870;2026-05-14\|97.59\|-3.10\|105.00\|105.00\|97.50\|978167;2026-05-15\|94.46\|-3.21\|97.52\|99.36\|94.00\|803340;2026-05-18\|98.70\|4.49\|94.29\|101.60\|94.10\|925638;2026-05-19\|98.26\|-0.45\|98.00\|98.55\|95.00\|647167;2026-05-20\|98.38\|0.12\|97.23\|99.49\|97.00\|554678;2026-05-21\|93.25\|-5.21\|100.86\|101.00\|92.98\|835662;2026-05-22\|94.80\|1.66\|93.26\|95.44\|93.02\|555904;2026-05-25\|96.45\|1.74\|95.30\|96.45\|93.60\|665800;2026-05-26\|94.33\|-2.20\|95.90\|95.98\|91.91\|687464;2026-05-27\|90.99\|-3.54\|94.09\|95.96\|90.29\|591210;2026-05-28\|91.25\|0.29\|90.92\|92.16\|89.00\|481327;2026-05-29\|88.22\|-3.32\|93.30\|94.00\|87.89\|531485;2026-06-01\|85.40\|-2.78\|88.50\|89.54\|85.36\|403558;2026-06-02\|86.02\|0.73\|86.03\|86.54\|83.45\|386344;2026-06-03\|86.32\|0.35\|85.56\|88.78\|85.06\|447613;2026-06-04\|84.40\|-2.22\|85.00\|86.21\|84.12\|339375;2026-06-05\|82.37\|-2.41\|83.67\|84.82\|82.14\|386422;2026-06-08\|78.51\|-4.69\|79.90\|80.69\|77.77\|427223;2026-06-09\|80.40\|2.41\|79.60\|80.49\|78.90\|306296;2026-06-10\|82.70\|2.86\|81.87\|86.33\|81.87\|646506;2026-06-11\|81.37\|-1.61\|81.00\|82.44\|80.51\|319593;2026-06-12\|82.15\|0.96\|83.00\|83.47\|82.00\|349840;2026-06-15\|85.45\|4.02\|83.26\|85.48\|82.58\|404451;2026-06-16\|84.47\|-1.15\|85.70\|85.77\|83.78\|363323;2026-06-17\|86.51\|2.42\|83.50\|86.56\|83.40\|441972;2026-06-18\|88.68\|2.51\|86.51\|89.64\|86.00\|563085;2026-06-22\|89.02\|0.38\|88.75\|89.33\|86.50\|500786;2026-06-23\|87.06\|-2.20\|89.50\|91.56\|86.48\|537406;2026-06-24\|88.93\|2.15\|86.70\|89.66\|85.00\|518436;2026-06-25\|97.82\|10.00\|93.00\|97.82\|92.16\|1317460;2026-06-26\|98.76\|0.96\|98.00\|102.00\|96.65\|1508693;2026-06-29\|97.48\|-1.30\|99.00\|101.30\|94.50\|976916;2026-06-30\|107.23\|10.00\|98.01\|107.23\|98.01\|1463808;2026-07-01\|102.45\|-4.46\|107.59\|109.60\|100.98\|1424746;2026-07-02\|94.56\|-7.70\|98.70\|99.98\|94.01\|940947;2026-07-03\|92.68\|-1.99\|93.55\|96.60\|92.60\|790119;2026-07-06\|94.56\|2.03\|94.11\|95.92\|91.20\|811133;2026-07-07\|93.50\|-1.12\|93.53\|96.74\|92.74\|599881;2026-07-08\|98.15\|4.97\|97.88\|101.15\|95.39\|1205972;2026-07-09\|103.99\|5.95\|98.17\|104.70\|96.18\|1246370;2026-07-10\|107.50\|3.38\|103.48\|113.00\|102.70\|1598838;2026-07-13\|106.13\|-1.27\|110.00\|113.00\|103.00\|1237983;2026-07-14\|101.90\|-3.99\|107.68\|108.39\|95.66\|1199556;2026-07-15\|96.76\|-5.04\|99.00\|101.50\|95.68\|765321;2026-07-16\|97.66\|0.93\|93.50\|101.32\|92.01\|858781;2026-07-17\|87.89\|-10.00\|96.67\|98.64\|87.89\|976260;2026-07-20\|91.04\|3.58\|90.86\|95.96\|88.88\|952765;2026-07-21\|97.88\|7.51\|93.18\|98.20\|85.05\|1142982;2026-07-22\|102.15\|4.36\|97.00\|105.43\|96.33\|1259946;2026-07-23\|97.82\|-4.24\|103.60\|104.14\|97.16\|882357;2026-07-24\|97.50\|-0.33\|95.80\|101.50\|95.80\|673332;2026-07-27\|96.74\|-0.78\|97.00\|97.88\|92.51\|566899;2026-07-28\|92.10\|-4.80\|94.99\|95.85\|91.00\|584416;2026-07-29\|86.64\|-5.93\|94.40\|94.40\|85.02\|750392;2026-07-30\|81.00\|-6.51\|85.49\|86.65\|80.55\|670667;2026-07-31\|83.46\|3.04\|85.86\|86.38\|83.38\|544824;2026-08-03\|83.69\|0.28\|83.54\|85.99\|83.08\|399523;2026-08-04\|85.55\|2.22\|84.05\|85.60\|83.23\|461857;2026-08-05\|88.65\|3.62\|85.80\|89.25\|85.51\|642828;2026-08-06\|87.80\|-0.96\|87.00\|88.96\|86.25\|451820;2026-08-07\|88.77\|1.10\|87.34\|89.45\|86.59\|507015;2026-08-10\|86.24\|-2.85\|89.80\|89.80\|85.98\|478528;2026-08-11\|86.35\|0.13\|85.76\|87.59\|84.87\|317487;2026-08-12\|86.42\|0.08\|86.98\|87.20\|86.00\|268696;2026-08-13\|89.63\|3.71\|87.29\|92.47\|87.28\|835681;2026-08-14\|89.36\|-0.30\|89.65\|90.76\|88.08\|501422;2026-08-17\|90.56\|1.34\|89.50\|90.56\|89.16\|438310;2026-08-18\|89.87\|-0.76\|90.03\|90.30\|88.26\|413999;2026-08-19\|85.00\|-5.42\|87.91\|87.92\|83.79\|539245;2026-08-20\|84.34\|-0.78\|85.30\|85.58\|83.83\|271499;2026-08-21\|84.11\|-0.27\|83.88\|84.65\|83.29\|220449;2026-08-24\|82.18\|-2.29\|84.21\|84.50\|81.10\|293999;2026-08-25\|83.19\|1.23\|81.25\|83.67\|81.07\|206939;2026-08-26\|84.25\|1.27\|84.00\|84.65\|82.73\|220818;2026-08-27\|86.54\|2.72\|85.00\|87.26\|84.90\|382771;2026-08-28\|85.82\|-0.83\|86.60\|87.35\|85.75\|264504;2026-08-31\|88.27\|2.85\|84.51\|88.69\|84.28\|423151;2026-09-01\|86.67\|-1.81\|88.00\|88.01\|86.53\|273141;2026-09-02\|85.29\|-1.59\|85.39\|86.26\|84.81\|232191;2026-09-03\|84.35\|-1.10\|86.18\|86.30\|84.30\|207452;2026-09-04\|82.69\|-1.97\|85.16\|85.35\|82.14\|336477;2026-09-07\|83.38\|0.83\|83.00\|83.56\|81.88\|209307;2026-09-08\|82.54\|-1.01\|83.50\|83.78\|82.28\|188379;2026-09-09\|82.43\|-0.13\|83.00\|83.12\|82.08\|140496;2026-09-10\|82.35\|-0.10\|82.10\|82.81\|81.70\|129351;2026-09-11\|82.25\|-0.12\|81.73\|82.34\|80.68\|216230
119871	国务院：推进算力设施绿色低碳转型	国产算力+CPO硅光数据中心交换机+董事长变更行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月18日及4月15日互动易，公司基于自研CPO/NPO光引擎技术的51.2T CPO硅光数据中心交换机已于2025年实现批量交付部署，具备商业化交付能力。 2、据2026年4月29日投资者关系活动记录表，公司2026年一季度营收279.85亿元，同比增长34.61%；归母净利润7.88亿元，同比增长126.06%，主因抢抓人工智能建设机遇，深化“算力×联接”战略，智算及国产化业务加速落地。 3、据2026年6月30日公告，公司董事长于英涛因个人原因辞职，董事会选举李涛先生担任第九届董事会董事长。	新紫光集团联席总裁接任董事长；公司旗下新华三为服务器、智算行业龙头之一	2026-05-08\|33.17\|0.73\|32.39\|33.59\|31.67\|2127987;2026-05-11\|31.69\|-4.46\|33.78\|33.93\|31.56\|2827691;2026-05-12\|30.69\|-3.16\|32.19\|32.30\|30.53\|2179695;2026-05-13\|32.91\|7.23\|30.60\|33.16\|30.35\|2372601;2026-05-14\|32.14\|-2.34\|33.88\|34.49\|31.46\|2334916;2026-05-15\|31.91\|-0.72\|32.30\|33.96\|31.66\|2739082;2026-05-18\|31.83\|-0.25\|31.90\|32.62\|31.20\|1625408;2026-05-19\|32.49\|2.07\|31.63\|32.58\|30.51\|2022812;2026-05-20\|32.21\|-0.86\|32.29\|33.08\|31.92\|1369239;2026-05-21\|29.25\|-9.19\|32.67\|32.93\|29.05\|2559573;2026-05-22\|29.86\|2.09\|29.62\|29.99\|29.11\|1534325;2026-05-25\|31.04\|3.95\|30.51\|31.82\|30.02\|1782692;2026-05-26\|28.90\|-6.89\|30.50\|30.50\|28.19\|2102811;2026-05-27\|28.02\|-3.04\|28.78\|29.44\|27.78\|1523572;2026-05-28\|28.92\|3.21\|27.99\|29.11\|27.16\|1690697;2026-05-29\|28.64\|-0.97\|30.03\|30.49\|27.45\|2556330;2026-06-01\|27.84\|-2.79\|29.11\|29.89\|27.65\|1803936;2026-06-02\|28.21\|1.33\|28.29\|28.69\|27.65\|1501290;2026-06-03\|28.22\|0.04\|28.67\|29.88\|27.87\|2165744;2026-06-04\|27.72\|-1.77\|27.54\|28.18\|27.21\|1255174;2026-06-05\|27.87\|0.54\|27.31\|29.09\|26.67\|2266742;2026-06-08\|25.91\|-7.03\|26.91\|27.30\|25.60\|1764756;2026-06-09\|26.38\|1.81\|26.16\|26.41\|25.67\|1148061;2026-06-10\|25.92\|-1.74\|25.90\|26.97\|25.65\|1182841;2026-06-11\|25.35\|-2.20\|25.73\|26.01\|25.03\|912259;2026-06-12\|25.15\|-0.55\|25.79\|25.86\|25.12\|1098317;2026-06-15\|26.48\|5.29\|25.37\|26.58\|25.34\|1362856;2026-06-16\|26.78\|1.13\|26.48\|26.79\|26.12\|1025606;2026-06-17\|27.21\|1.61\|26.48\|28.00\|26.36\|1277040;2026-06-18\|27.45\|0.88\|27.16\|27.94\|27.02\|1252082;2026-06-22\|27.89\|1.60\|27.53\|27.94\|26.68\|1473284;2026-06-23\|26.91\|-3.51\|27.80\|28.22\|26.70\|1150216;2026-06-24\|27.66\|2.79\|26.81\|27.66\|26.69\|1158908;2026-06-25\|28.39\|2.64\|27.61\|28.57\|27.06\|1920264;2026-06-26\|25.62\|-9.76\|27.67\|27.73\|25.60\|2236751;2026-06-29\|26.24\|2.42\|25.50\|27.11\|25.44\|1552713;2026-06-30\|28.86\|9.98\|26.00\|28.86\|25.83\|1678661;2026-07-01\|29.93\|3.71\|30.34\|31.29\|29.45\|3392066;2026-07-02\|29.03\|-3.01\|29.18\|30.42\|28.70\|2173792;2026-07-03\|30.28\|4.31\|30.50\|31.59\|30.22\|2461803;2026-07-06\|33.31\|10.01\|30.82\|33.31\|29.58\|3156814;2026-07-07\|31.48\|-5.49\|31.66\|32.66\|30.90\|2803559;2026-07-08\|33.62\|6.80\|34.50\|34.63\|33.32\|4798849;2026-07-09\|35.68\|6.13\|33.33\|35.75\|32.82\|4356987;2026-07-10\|38.41\|7.65\|36.20\|39.25\|36.20\|4828361;2026-07-13\|38.40\|-0.03\|38.43\|40.28\|36.50\|4939318;2026-07-14\|36.98\|-3.70\|38.40\|39.20\|34.56\|4639139;2026-07-15\|35.53\|-3.92\|36.95\|37.64\|35.10\|3268892;2026-07-16\|38.59\|8.61\|34.54\|39.08\|34.54\|4519608;2026-07-17\|35.13\|-8.97\|37.49\|38.97\|34.74\|4020481;2026-07-20\|37.69\|7.29\|38.60\|38.64\|36.88\|5027473;2026-07-21\|41.46\|10.00\|37.70\|41.46\|34.96\|5027001;2026-07-22\|44.90\|8.30\|43.09\|45.61\|42.74\|5378216;2026-07-23\|42.45\|-5.46\|45.57\|45.80\|41.10\|5216997;2026-07-24\|41.45\|-2.36\|41.01\|43.47\|41.00\|3605371;2026-07-27\|41.47\|0.05\|41.03\|42.68\|39.28\|3278909;2026-07-28\|41.48\|0.02\|40.01\|43.58\|38.99\|4340059;2026-07-29\|37.33\|-10.00\|40.86\|41.15\|37.33\|3494249;2026-07-30\|33.60\|-9.99\|35.00\|35.95\|33.60\|2539454;2026-07-31\|34.89\|3.84\|34.90\|35.99\|34.07\|4034086;2026-08-03\|33.10\|-5.13\|34.48\|35.87\|32.69\|2869903;2026-08-04\|34.32\|3.69\|33.61\|34.59\|32.71\|2391766;2026-08-05\|36.94\|7.63\|34.59\|37.75\|34.59\|4290122;2026-08-06\|37.94\|2.71\|36.01\|38.47\|35.88\|3939138;2026-08-07\|38.00\|0.16\|37.70\|38.62\|37.25\|3047273;2026-08-10\|37.63\|-0.97\|37.62\|38.07\|36.60\|1940834;2026-08-11\|37.39\|-0.64\|37.62\|38.60\|36.67\|2251033;2026-08-12\|37.00\|-1.04\|37.53\|37.95\|36.51\|1944189;2026-08-13\|39.60\|7.03\|37.90\|40.70\|37.89\|4177214;2026-08-14\|39.95\|0.88\|40.35\|41.68\|39.25\|3245979;2026-08-17\|41.03\|2.70\|40.80\|41.30\|39.58\|2704804;2026-08-18\|39.25\|-4.34\|40.58\|40.88\|38.70\|2745994;2026-08-19\|35.33\|-9.99\|37.50\|37.70\|35.33\|2439725;2026-08-20\|35.66\|0.93\|35.22\|36.16\|34.41\|1616168;2026-08-21\|36.44\|2.19\|35.60\|36.58\|35.20\|1524792;2026-08-24\|34.49\|-5.35\|36.45\|36.48\|33.93\|1540939;2026-08-25\|35.10\|1.77\|34.00\|35.34\|33.96\|1066409;2026-08-26\|34.90\|-0.57\|35.19\|35.62\|34.70\|952308;2026-08-27\|36.43\|4.38\|35.30\|36.44\|35.13\|1402215;2026-08-28\|35.89\|-1.48\|36.00\|37.50\|35.88\|1641134;2026-08-31\|38.95\|8.53\|34.86\|39.47\|34.86\|2670435;2026-09-01\|38.32\|-1.62\|38.71\|39.55\|38.30\|1904614;2026-09-02\|37.99\|-0.86\|38.00\|38.71\|37.65\|1369865;2026-09-03\|38.13\|0.37\|38.86\|39.35\|37.44\|1558010;2026-09-04\|35.27\|-7.50\|38.51\|38.65\|34.90\|2382789;2026-09-07\|35.37\|0.28\|35.46\|35.70\|34.28\|1665301;2026-09-08\|33.89\|-4.18\|35.18\|35.30\|33.69\|1810939;2026-09-09\|33.57\|-0.94\|33.92\|34.38\|33.31\|1267934;2026-09-10\|33.10\|-1.40\|33.18\|33.65\|32.98\|780505;2026-09-11\|32.84\|-0.79\|32.75\|33.18\|31.90\|1233422
119870	国务院：推进算力设施绿色低碳转型	燃气轮机+北美数据中心+油气装备行业原因： 1、国家数据局披露显示，我国日均Token调用量已于2026年3月突破140万亿，两年增长超千倍。 2、据证券日报，Token调用量直接带动AI算力需求。算力租赁成为缓解算力供给缺口的重要模式。IDC预测，2026年全球算力租赁市场规模将突破800亿美元，年复合增长率超25%。公司原因： 1、据2026年4月2日公告，全资子公司GPS再签30,140万美元燃气轮机发电机组合同，为北美数据中心供电，占2024年营收15.58%，系2025年11月以来第六份同类订单，累计北美燃气轮机订单金额约11.3亿美元。 2、据2025年4月10日年报及2025年6月18日投资者关系活动记录表，公司形成“油气+新能源”双主业，燃气发电装备覆盖全产业链，2024年海外收入占比45.20%。 3、据2025年12月17日投资者关系活动记录表及2026年2月25日机构调研，公司在北美具备燃气轮机发电设备总装产能，迪拜基地在建，可弹性调节海内外产能保障交付。	公司签署北美数据中心发电机组销售合同，合同金额超1亿美元，标志着公司模块化、智能化发电解决方案成功进入北美高端电力市场	2026-05-08\|146.38\|-2.93\|149.00\|149.60\|142.79\|176352;2026-05-11\|144.72\|-1.13\|146.40\|147.20\|140.10\|212247;2026-05-12\|143.80\|-0.64\|144.72\|146.26\|140.00\|163394;2026-05-13\|148.95\|3.58\|142.88\|151.70\|139.81\|176210;2026-05-14\|138.67\|-6.90\|146.51\|148.77\|138.00\|201214;2026-05-15\|137.86\|-0.58\|141.16\|144.76\|136.80\|165154;2026-05-18\|139.15\|0.94\|136.08\|141.75\|134.96\|136889;2026-05-19\|138.81\|-0.24\|137.95\|140.48\|135.28\|118924;2026-05-20\|136.03\|-2.00\|140.00\|141.90\|132.18\|172068;2026-05-21\|132.98\|-2.24\|137.50\|139.80\|132.88\|137462;2026-05-22\|133.25\|0.20\|133.20\|136.50\|131.23\|183946;2026-05-25\|137.35\|3.08\|133.69\|137.61\|130.75\|182626;2026-05-26\|134.05\|-2.40\|138.58\|138.70\|132.00\|143061;2026-05-27\|141.46\|5.53\|138.00\|144.75\|138.00\|245474;2026-05-28\|148.08\|4.68\|142.00\|149.45\|140.08\|207036;2026-05-29\|140.40\|-5.19\|147.80\|147.98\|139.23\|191741;2026-06-01\|147.00\|4.70\|143.00\|154.44\|142.56\|248028;2026-06-02\|148.09\|0.74\|147.70\|150.74\|142.66\|195591;2026-06-03\|143.04\|-3.41\|148.09\|151.99\|141.58\|210667;2026-06-04\|157.34\|10.00\|143.25\|157.34\|141.68\|246241;2026-06-05\|151.38\|-3.79\|162.98\|162.98\|150.01\|299090;2026-06-08\|147.22\|-2.30\|141.52\|149.20\|140.28\|217070;2026-06-09\|151.42\|2.85\|151.80\|153.02\|144.46\|166286;2026-06-10\|144.80\|-4.37\|147.50\|149.00\|136.28\|476224;2026-06-11\|145.01\|0.14\|140.93\|149.32\|139.60\|237856;2026-06-12\|144.90\|-0.08\|152.26\|158.00\|144.90\|298977;2026-06-15\|154.87\|6.88\|146.01\|155.55\|144.08\|233726;2026-06-16\|152.51\|-1.52\|153.33\|159.48\|151.87\|177929;2026-06-17\|157.65\|3.37\|151.00\|159.99\|150.53\|144060;2026-06-18\|164.22\|4.17\|160.49\|172.77\|159.28\|191077;2026-06-22\|173.66\|5.75\|164.01\|175.50\|164.01\|171390;2026-06-23\|164.70\|-5.16\|173.66\|175.50\|164.22\|130301;2026-06-24\|159.14\|-3.38\|163.90\|166.52\|158.64\|154162;2026-06-25\|163.51\|2.75\|159.19\|167.99\|159.19\|147622;2026-06-26\|161.53\|-1.21\|163.00\|166.70\|160.03\|115972;2026-06-29\|150.69\|-6.71\|163.17\|165.63\|145.40\|268314;2026-06-30\|152.50\|1.20\|151.49\|156.98\|150.92\|147242;2026-07-01\|154.64\|1.40\|154.09\|162.48\|153.44\|138526;2026-07-02\|146.78\|-5.08\|146.39\|152.70\|144.73\|142228;2026-07-03\|161.46\|10.00\|146.00\|161.46\|146.00\|163289;2026-07-06\|171.11\|5.98\|164.88\|176.59\|161.88\|237108;2026-07-07\|168.81\|-1.34\|172.92\|174.77\|165.23\|149764;2026-07-08\|157.99\|-6.41\|169.00\|172.39\|157.86\|136691;2026-07-09\|168.00\|6.34\|161.86\|168.48\|158.58\|169005;2026-07-10\|151.20\|-10.00\|170.00\|170.00\|151.20\|197554;2026-07-13\|138.79\|-8.21\|147.93\|152.28\|136.90\|243661;2026-07-14\|144.74\|4.29\|138.09\|144.90\|136.07\|184149;2026-07-15\|134.55\|-7.04\|147.34\|147.70\|132.66\|218354;2026-07-16\|130.50\|-3.01\|133.74\|135.89\|128.68\|163329;2026-07-17\|117.45\|-10.00\|130.22\|130.44\|117.45\|283372;2026-07-20\|114.77\|-2.28\|120.00\|120.98\|110.25\|267268;2026-07-21\|126.01\|9.79\|116.00\|126.25\|105.00\|384398;2026-07-22\|122.83\|-2.52\|126.00\|129.20\|120.23\|198153;2026-07-23\|135.11\|10.00\|135.11\|135.11\|135.11\|29083;2026-07-24\|137.29\|1.61\|148.00\|148.00\|136.34\|429491;2026-07-27\|151.02\|10.00\|139.17\|151.02\|135.00\|306842;2026-07-28\|135.92\|-10.00\|144.00\|146.28\|135.92\|245056;2026-07-29\|139.70\|2.78\|136.56\|143.18\|134.00\|240303;2026-07-30\|125.73\|-10.00\|140.71\|142.00\|125.73\|255848;2026-07-31\|134.70\|7.13\|135.08\|138.30\|133.00\|284237;2026-08-03\|130.75\|-2.93\|134.00\|137.18\|128.64\|162959;2026-08-04\|141.82\|8.47\|133.00\|143.30\|131.80\|160616;2026-08-05\|148.99\|5.06\|138.00\|151.33\|137.87\|197077;2026-08-06\|144.57\|-2.97\|146.00\|151.97\|142.80\|164585;2026-08-07\|145.12\|0.38\|144.57\|147.76\|143.33\|123942;2026-08-10\|145.85\|0.50\|147.50\|153.63\|141.00\|121140;2026-08-11\|144.39\|-1.00\|142.85\|147.17\|141.99\|82466;2026-08-12\|140.80\|-2.49\|144.38\|146.35\|139.59\|149813;2026-08-13\|144.58\|2.68\|142.25\|147.51\|138.75\|205940;2026-08-14\|150.99\|4.43\|146.55\|154.45\|143.50\|278555;2026-08-17\|166.09\|10.00\|151.03\|166.09\|149.10\|210773;2026-08-18\|162.55\|-2.13\|168.98\|170.50\|160.00\|263683;2026-08-19\|150.50\|-7.41\|157.00\|161.50\|148.60\|248100;2026-08-20\|153.25\|1.83\|152.76\|155.45\|148.60\|171411;2026-08-21\|152.50\|-0.49\|152.47\|157.23\|150.58\|131317;2026-08-24\|142.48\|-6.57\|154.44\|154.44\|139.00\|171077;2026-08-25\|141.38\|-0.77\|139.86\|144.05\|138.50\|114250;2026-08-26\|137.50\|-2.74\|142.11\|143.77\|136.64\|125550;2026-08-27\|136.24\|-0.92\|134.19\|139.53\|131.19\|257520;2026-08-28\|130.92\|-3.90\|135.00\|135.00\|128.30\|235562;2026-08-31\|130.26\|-0.50\|130.96\|134.80\|126.72\|204319;2026-09-01\|127.50\|-2.12\|128.66\|130.02\|126.08\|125153;2026-09-02\|123.57\|-3.08\|126.88\|127.63\|123.01\|128872;2026-09-03\|123.94\|0.30\|125.08\|125.70\|122.10\|99646;2026-09-04\|125.42\|1.19\|126.98\|131.88\|124.30\|191575;2026-09-07\|125.36\|-0.05\|127.50\|127.70\|123.58\|215829;2026-09-08\|125.78\|0.34\|126.00\|131.88\|124.40\|225625;2026-09-09\|125.70\|-0.06\|126.73\|130.38\|125.22\|169130;2026-09-10\|122.11\|-2.86\|123.90\|123.99\|120.15\|162119;2026-09-11\|118.94\|-2.48\|120.10\|120.50\|115.55\|162577
119869	国务院：推进算力设施绿色低碳转型	涨停揭秘：福建高规格智算中心建设预期强化，区域算力基建核心标的；涨停缘由：公司地处福州，计划建设高规格智算中心，提供多元算力资源，契合地方数字经济新基建规划；资金逻辑：资金提前布局区域性算力基建落地节点，受益于算力中心建设订单释放及绿电配套政策预期；风险提示：智算中心尚处规划阶段，未披露具体投资金额及时间表，项目落地进度存在不确定性	公司地处福建福州，计划建设高规格智算中心，提供多元算力资源	2026-05-08\|16.98\|4.04\|16.32\|17.24\|16.22\|196646;2026-05-11\|17.31\|1.94\|16.91\|17.38\|16.46\|217154;2026-05-12\|16.93\|-2.20\|17.20\|17.71\|16.90\|124383;2026-05-13\|16.98\|0.30\|16.92\|17.26\|16.75\|92153;2026-05-14\|16.45\|-3.12\|16.97\|17.24\|16.40\|95258;2026-05-15\|17.13\|4.13\|16.46\|17.41\|16.46\|155370;2026-05-18\|17.32\|1.11\|17.14\|17.42\|16.76\|136994;2026-05-19\|17.49\|0.98\|17.15\|17.68\|17.00\|125012;2026-05-20\|17.15\|-1.94\|17.52\|17.52\|17.02\|98729;2026-05-21\|16.31\|-4.90\|16.99\|17.58\|16.23\|126838;2026-05-22\|17.14\|5.09\|16.58\|17.27\|16.09\|117348;2026-05-25\|18.16\|5.95\|17.63\|19.14\|17.44\|272846;2026-05-26\|19.25\|6.00\|18.30\|19.38\|17.77\|411472;2026-05-27\|18.52\|-3.79\|19.00\|19.94\|18.30\|293706;2026-05-28\|18.36\|-0.86\|18.70\|18.70\|17.72\|202968;2026-05-29\|17.99\|-2.02\|18.30\|19.39\|17.82\|224832;2026-06-01\|19.14\|6.39\|18.48\|20.00\|18.36\|400373;2026-06-02\|18.64\|-2.61\|18.88\|19.08\|18.14\|233566;2026-06-03\|18.67\|0.16\|18.47\|19.05\|18.34\|212245;2026-06-04\|17.99\|-3.64\|18.34\|18.53\|17.60\|208094;2026-06-05\|18.20\|1.17\|17.82\|18.69\|17.24\|201346;2026-06-08\|17.06\|-6.26\|17.41\|17.95\|16.78\|138742;2026-06-09\|17.65\|3.46\|17.28\|18.15\|16.98\|147842;2026-06-10\|16.61\|-5.89\|17.41\|17.64\|16.12\|151858;2026-06-11\|17.22\|3.67\|16.27\|17.78\|15.79\|175344;2026-06-12\|17.46\|1.39\|17.45\|18.18\|17.45\|144816;2026-06-15\|18.65\|6.82\|17.52\|18.75\|17.41\|159501;2026-06-16\|18.11\|-2.90\|18.70\|18.92\|17.77\|155058;2026-06-17\|16.97\|-6.29\|17.95\|18.10\|16.79\|172323;2026-06-18\|18.75\|10.49\|16.98\|18.87\|16.86\|292271;2026-06-22\|20.55\|9.60\|19.42\|21.50\|19.42\|381029;2026-06-23\|20.00\|-2.68\|20.29\|21.30\|19.91\|210736;2026-06-24\|19.84\|-0.80\|19.93\|20.00\|19.21\|154339;2026-06-25\|20.09\|1.26\|19.92\|21.49\|19.88\|293353;2026-06-26\|19.61\|-2.39\|19.99\|20.14\|19.06\|205498;2026-06-29\|19.61\|0.00\|19.54\|19.87\|18.50\|184436;2026-06-30\|19.05\|-2.86\|19.40\|19.58\|18.80\|154364;2026-07-01\|21.84\|14.65\|19.01\|22.58\|18.91\|352426;2026-07-02\|21.04\|-3.66\|21.56\|22.37\|21.01\|244954;2026-07-03\|21.08\|0.19\|20.99\|21.78\|20.42\|190941;2026-07-06\|20.00\|-5.12\|21.30\|21.70\|19.83\|172739;2026-07-07\|19.31\|-3.45\|19.75\|20.10\|19.06\|120746;2026-07-08\|18.00\|-6.78\|19.32\|19.39\|17.93\|127996;2026-07-09\|19.91\|10.61\|18.22\|19.98\|17.71\|170906;2026-07-10\|18.90\|-5.07\|19.72\|20.07\|18.88\|142130;2026-07-13\|16.48\|-12.80\|18.84\|19.00\|16.26\|163086;2026-07-14\|16.25\|-1.40\|16.72\|17.68\|15.78\|137398;2026-07-15\|15.09\|-7.14\|16.22\|16.48\|15.00\|126728;2026-07-16\|14.40\|-4.57\|14.88\|15.37\|14.25\|124442;2026-07-17\|13.01\|-9.65\|14.30\|14.37\|12.70\|168068;2026-07-20\|13.36\|2.69\|13.26\|15.00\|12.97\|265037;2026-07-21\|13.70\|2.54\|13.46\|13.78\|11.37\|233356;2026-07-22\|13.03\|-4.89\|13.30\|13.75\|12.96\|144998;2026-07-23\|13.54\|3.91\|13.04\|13.60\|12.85\|119868;2026-07-24\|13.14\|-2.95\|13.25\|13.56\|12.88\|100014;2026-07-27\|13.68\|4.11\|13.09\|13.90\|13.09\|114861;2026-07-28\|13.47\|-1.54\|13.40\|14.10\|13.31\|110823;2026-07-29\|12.55\|-6.83\|13.48\|13.54\|12.06\|228340;2026-07-30\|12.12\|-3.43\|12.44\|12.73\|11.95\|138606;2026-07-31\|12.59\|3.88\|12.72\|12.99\|12.59\|143640;2026-08-03\|12.96\|2.94\|12.72\|12.99\|12.47\|97393;2026-08-04\|14.23\|9.80\|13.26\|14.46\|13.22\|192362;2026-08-05\|15.36\|7.94\|14.20\|15.43\|14.03\|182104;2026-08-06\|15.92\|3.65\|15.28\|16.24\|15.03\|183738;2026-08-07\|16.47\|3.45\|15.83\|16.56\|15.64\|158636;2026-08-10\|16.76\|1.76\|16.29\|16.84\|15.95\|122602;2026-08-11\|16.13\|-3.76\|16.74\|16.74\|16.08\|98600;2026-08-12\|16.87\|4.59\|16.20\|17.17\|16.10\|123642;2026-08-13\|16.20\|-3.97\|17.02\|17.15\|16.09\|121672;2026-08-14\|17.22\|6.30\|16.30\|17.23\|16.28\|147596;2026-08-17\|18.10\|5.11\|17.18\|18.16\|16.83\|164448;2026-08-18\|18.12\|0.11\|17.89\|18.30\|17.60\|108291;2026-08-19\|16.72\|-7.73\|17.90\|17.90\|16.52\|142410;2026-08-20\|17.92\|7.18\|17.40\|18.51\|16.98\|200784;2026-08-21\|17.93\|0.06\|17.95\|18.29\|17.62\|118768;2026-08-24\|17.65\|-1.56\|17.85\|17.93\|17.03\|108059;2026-08-25\|17.83\|1.02\|17.63\|18.01\|17.01\|104401;2026-08-26\|17.77\|-0.34\|17.81\|18.34\|17.58\|100211;2026-08-27\|18.50\|4.11\|17.87\|18.60\|17.67\|148703;2026-08-28\|18.62\|0.65\|18.60\|18.98\|18.40\|119070;2026-08-31\|18.21\|-2.20\|18.19\|18.49\|17.88\|116263;2026-09-01\|18.59\|2.09\|18.20\|18.68\|18.05\|148690;2026-09-02\|18.20\|-2.10\|18.59\|18.74\|17.81\|107433;2026-09-03\|17.75\|-2.47\|18.20\|18.36\|17.62\|85729;2026-09-04\|17.45\|-1.69\|17.81\|18.17\|17.28\|90660;2026-09-07\|18.35\|5.16\|17.46\|18.49\|17.46\|127110;2026-09-08\|18.30\|-0.27\|18.30\|18.62\|17.81\|126169;2026-09-09\|18.51\|1.15\|18.41\|18.75\|18.14\|95543;2026-09-10\|18.40\|-0.59\|18.58\|18.65\|18.26\|73496;2026-09-11\|18.22\|-0.98\|18.20\|18.66\|17.55\|133861
119868	国务院：推进算力设施绿色低碳转型	磁悬浮热泵+数据中心+节能设备 1、据2025年9月3日互动易，公司磁暑浮离心热泵相关产品是公司基于在磁悬浮和热管理领域的深厚积累所进行的创新拓展，旨在为数据中心提供高效的供冷、供热及余热回收一体化解决方案，契合“双碳”目标下数据中心的节能降耗需求，公司将积极推动该技术的市场应用。 2、据2025年4月23日年报，公司主营节能空气压缩机、鼓风机及磁悬浮离心式冷水热泵机组等300余种型号产品，销往全球100多个国家。 3、据2025年5月12日互动易，公司磁悬浮变频离心式冷水机组和热泵机组已完成研发并具备量产能力。	公司磁悬浮离心热泵已具备为数据中心提供高效供冷、供热及余热回收一体化解决方案的能力	2026-05-08\|63.98\|-0.19\|63.00\|65.35\|61.40\|57762;2026-05-11\|65.77\|2.80\|64.80\|69.38\|64.11\|66134;2026-05-12\|70.66\|7.43\|65.64\|76.14\|65.63\|114937;2026-05-13\|72.00\|1.90\|70.50\|72.98\|68.45\|94675;2026-05-14\|72.15\|0.21\|73.49\|76.68\|69.50\|80816;2026-05-15\|78.05\|8.18\|75.50\|81.17\|73.50\|102018;2026-05-18\|81.82\|4.83\|75.60\|85.44\|75.60\|81960;2026-05-19\|77.57\|-5.19\|81.88\|82.20\|76.87\|70071;2026-05-20\|76.46\|-1.43\|77.00\|78.00\|72.80\|73883;2026-05-21\|74.88\|-2.07\|76.93\|82.50\|74.00\|73037;2026-05-22\|78.68\|5.07\|76.50\|79.79\|75.50\|57836;2026-05-25\|81.63\|3.75\|82.57\|87.60\|79.79\|57641;2026-05-26\|72.77\|-10.85\|80.40\|80.99\|69.97\|87291;2026-05-27\|67.73\|-6.93\|71.90\|73.33\|66.70\|51434;2026-05-28\|69.90\|3.20\|67.20\|72.00\|66.42\|52427;2026-05-29\|64.98\|-7.04\|70.32\|71.12\|63.00\|67432;2026-06-01\|63.10\|-2.89\|64.67\|66.15\|62.50\|39061;2026-06-02\|65.49\|3.79\|62.93\|66.48\|60.21\|52397;2026-06-03\|66.00\|0.78\|65.92\|68.50\|64.67\|36607;2026-06-04\|67.30\|1.97\|65.11\|67.66\|63.48\|41676;2026-06-05\|63.98\|-4.93\|66.78\|67.39\|63.20\|30051;2026-06-08\|57.75\|-9.74\|61.28\|61.98\|55.88\|46410;2026-06-09\|62.20\|7.71\|58.35\|62.58\|57.00\|46141;2026-06-10\|59.67\|-4.07\|62.18\|62.49\|58.27\|29172;2026-06-11\|58.53\|-1.91\|59.59\|59.59\|58.07\|20256;2026-06-12\|56.85\|-2.87\|59.80\|60.34\|56.81\|21246;2026-06-15\|64.80\|13.98\|57.00\|65.15\|56.99\|44456;2026-06-16\|64.22\|-0.90\|66.00\|66.00\|63.00\|41487;2026-06-17\|64.07\|-0.23\|63.73\|65.97\|62.76\|29427;2026-06-18\|67.50\|5.35\|64.90\|69.81\|63.47\|38832;2026-06-22\|64.80\|-4.00\|67.75\|71.27\|63.01\|41970;2026-06-23\|64.38\|-0.65\|65.29\|67.50\|63.18\|40117;2026-06-24\|64.63\|0.39\|63.29\|66.50\|62.17\|29812;2026-06-25\|65.68\|1.62\|64.07\|69.73\|63.01\|42950;2026-06-26\|64.26\|-2.16\|65.30\|69.91\|63.62\|51171;2026-06-29\|56.32\|-12.36\|64.01\|64.80\|55.70\|46616;2026-06-30\|56.12\|0.16\|57.04\|58.13\|55.00\|28826;2026-07-01\|52.96\|-5.63\|56.70\|56.70\|52.76\|32145;2026-07-02\|50.43\|-4.78\|52.94\|53.90\|50.18\|35340;2026-07-03\|51.84\|2.80\|50.60\|52.91\|50.25\|34847;2026-07-06\|62.21\|20.00\|51.07\|62.21\|51.07\|63225;2026-07-07\|56.70\|-8.86\|62.21\|62.40\|55.25\|71214;2026-07-08\|51.94\|-8.40\|57.72\|58.74\|51.87\|50200;2026-07-09\|57.49\|10.69\|53.38\|62.33\|53.37\|106206;2026-07-10\|62.00\|7.84\|56.92\|65.80\|56.92\|92663;2026-07-13\|57.63\|-7.05\|60.67\|62.00\|57.04\|55186;2026-07-14\|57.55\|-0.14\|56.98\|59.53\|54.42\|49144;2026-07-15\|55.78\|-3.08\|58.00\|59.49\|54.74\|38880;2026-07-16\|54.01\|-3.17\|54.77\|56.33\|53.19\|36049;2026-07-17\|49.12\|-9.05\|54.73\|54.74\|49.00\|49946;2026-07-20\|44.62\|-9.16\|50.00\|51.14\|43.15\|53355;2026-07-21\|46.45\|4.10\|44.62\|46.45\|38.39\|54714;2026-07-22\|44.11\|-5.04\|45.94\|47.16\|43.60\|35379;2026-07-23\|43.75\|-0.82\|44.71\|46.44\|43.09\|27564;2026-07-24\|43.40\|-0.80\|43.03\|45.27\|42.00\|23054;2026-07-27\|46.82\|7.88\|43.05\|46.99\|42.00\|32492;2026-07-28\|44.36\|-5.25\|46.18\|48.98\|44.00\|36962;2026-07-29\|42.69\|-3.76\|44.30\|44.73\|41.25\|33604;2026-07-30\|37.99\|-11.01\|42.69\|42.89\|37.70\|47077;2026-07-31\|39.51\|4.00\|40.57\|41.55\|39.51\|42640;2026-08-03\|38.60\|-2.30\|39.37\|40.38\|38.16\|32151;2026-08-04\|41.97\|8.73\|39.20\|42.55\|38.26\|38059;2026-08-05\|44.29\|5.53\|41.56\|44.99\|41.03\|33294;2026-08-06\|44.11\|-0.41\|43.64\|44.94\|43.00\|29074;2026-08-07\|45.82\|3.88\|44.29\|45.96\|42.48\|38577;2026-08-10\|45.12\|-1.53\|46.48\|48.02\|44.03\|29713;2026-08-11\|44.57\|-1.22\|44.99\|45.11\|43.67\|19510;2026-08-12\|45.88\|2.94\|44.50\|47.31\|44.27\|33913;2026-08-13\|44.91\|-2.11\|46.17\|47.38\|44.81\|21953;2026-08-14\|45.45\|1.20\|44.91\|45.75\|44.10\|19012;2026-08-17\|47.06\|3.54\|45.66\|47.17\|45.06\|20378;2026-08-18\|45.56\|-3.19\|46.53\|47.60\|45.28\|24770;2026-08-19\|42.17\|-7.44\|44.30\|45.12\|41.80\|26394;2026-08-20\|42.56\|0.92\|43.02\|43.72\|42.20\|17398;2026-08-21\|43.16\|1.41\|42.34\|43.93\|41.28\|18568;2026-08-24\|42.84\|-0.74\|43.14\|43.32\|41.52\|17462;2026-08-25\|44.90\|4.81\|42.42\|45.25\|41.41\|33393;2026-08-26\|40.60\|-9.58\|44.91\|45.23\|40.03\|69044;2026-08-27\|46.37\|14.21\|40.32\|46.51\|40.20\|73413;2026-08-28\|44.88\|-3.21\|46.10\|46.60\|43.99\|57821;2026-08-31\|48.25\|7.51\|43.93\|48.28\|43.93\|49753;2026-09-01\|45.55\|-5.60\|48.07\|48.07\|44.84\|50381;2026-09-02\|46.17\|1.36\|45.00\|47.37\|44.02\|34902;2026-09-03\|48.69\|5.46\|46.88\|49.27\|46.04\|49316;2026-09-04\|48.42\|-0.55\|49.48\|51.13\|47.97\|64627;2026-09-07\|50.57\|4.44\|48.75\|51.00\|47.80\|47633;2026-09-08\|49.62\|-1.88\|50.54\|51.28\|48.70\|31878;2026-09-09\|49.50\|-0.24\|49.74\|50.57\|48.84\|24774;2026-09-10\|49.18\|-0.65\|48.89\|49.69\|48.03\|19385;2026-09-11\|47.60\|-3.21\|48.30\|49.50\|45.52\|24258
119867	国务院：推进算力设施绿色低碳转型	算力租赁+智慧城市+预计扭亏行业原因： 1、据中信证券研报，SemiAnalysis数据显示，截至2026年4月份，海外H100租赁价格5个月内上涨40%。国内市场方面，多家云服务商也纷纷上调AI算力报价。 2、东吴证券研报指出，行业商业模式正由“卖算力”升级为“卖Token”，稀缺高端算力议价权有望提升，算力租赁公司的盈利能力有望同步提升。公司原因： 1、据2026年3月30日公告，定增申请已获深交所审核通过，拟募资12.9亿元投向“智能算力集群建设及运营项目”，新增约3,000P算力，截至2025年末在手订单所需算力已超1万P。 2、据2025年4月24日年报，公司深耕智慧城市20余年，在医疗、政务、园区等场景积累大量华南及长三角客户，并以算力服务持续赋能智慧城市升级。 3、据2026年1月30日公告，公司预计2025年净利润1.15–1.60亿元，实现扭亏为盈，主因算力服务板块收入大幅增长。	公司定位为新型数字基础设施与智能算力综合服务商，战略重心全面转向智能算力，致力于成为国内领先算力运营商	2026-05-08\|345.00\|-3.36\|341.00\|366.88\|336.00\|104707;2026-05-11\|325.86\|-5.55\|340.69\|344.99\|307.01\|146722;2026-05-12\|308.96\|-5.19\|320.00\|324.88\|306.50\|113175;2026-05-13\|338.78\|9.65\|306.00\|350.88\|303.03\|154133;2026-05-14\|330.28\|-2.51\|346.93\|352.50\|330.28\|101607;2026-05-15\|318.37\|-3.61\|329.69\|340.69\|316.69\|77202;2026-05-18\|309.96\|-2.64\|319.38\|322.99\|307.01\|66811;2026-05-19\|303.26\|-2.16\|309.00\|311.30\|289.47\|84048;2026-05-20\|321.99\|6.18\|300.00\|333.50\|297.00\|104704;2026-05-21\|297.27\|-7.68\|318.68\|321.80\|295.88\|80362;2026-05-22\|312.60\|5.16\|312.77\|313.00\|301.18\|71436;2026-05-25\|287.06\|-8.17\|312.00\|313.46\|268.18\|166423;2026-05-26\|271.30\|-5.49\|284.34\|284.89\|267.61\|109077;2026-05-27\|257.00\|-5.27\|271.30\|274.77\|254.10\|83798;2026-05-28\|255.63\|-0.53\|260.77\|262.70\|248.00\|72076;2026-05-29\|175.80\|-3.64\|184.00\|189.50\|173.36\|104586;2026-06-01\|169.77\|-3.43\|174.00\|179.58\|168.32\|96286;2026-06-02\|173.43\|2.16\|175.09\|181.38\|167.38\|115994;2026-06-03\|173.40\|-0.02\|170.00\|177.74\|166.92\|142024;2026-06-04\|169.28\|-2.38\|171.00\|178.00\|168.61\|106739;2026-06-05\|164.40\|-2.88\|169.92\|177.30\|162.95\|123469;2026-06-08\|159.03\|-3.27\|159.00\|163.97\|155.47\|88696;2026-06-09\|166.00\|4.38\|164.20\|166.71\|156.50\|108176;2026-06-10\|175.00\|5.42\|165.01\|176.99\|161.80\|252332;2026-06-11\|166.00\|-5.14\|174.89\|176.77\|153.00\|238123;2026-06-12\|172.56\|3.95\|173.35\|186.56\|165.00\|226588;2026-06-15\|198.73\|15.17\|176.50\|202.50\|174.58\|244172;2026-06-16\|196.20\|-1.27\|197.00\|200.13\|189.03\|199898;2026-06-17\|215.61\|9.89\|196.01\|218.00\|192.00\|223681;2026-06-18\|222.97\|3.41\|216.37\|229.00\|215.01\|187685;2026-06-22\|258.01\|15.72\|221.55\|258.66\|220.13\|222209;2026-06-23\|248.00\|-3.88\|254.00\|265.50\|244.00\|170123;2026-06-24\|297.60\|20.00\|247.00\|297.60\|245.00\|190917;2026-06-25\|303.00\|1.81\|307.58\|314.56\|292.06\|167936;2026-06-26\|289.70\|-4.39\|306.00\|307.00\|280.80\|138336;2026-06-29\|294.00\|1.48\|291.90\|312.00\|289.00\|141412;2026-06-30\|331.60\|12.79\|290.90\|338.00\|286.80\|149369;2026-07-01\|327.50\|-1.24\|331.01\|339.38\|323.00\|99089;2026-07-02\|288.00\|-12.06\|301.00\|308.50\|285.82\|137251;2026-07-03\|292.92\|1.71\|291.12\|302.98\|276.02\|109614;2026-07-06\|279.44\|-4.60\|290.89\|299.89\|278.29\|90482;2026-07-07\|264.00\|-5.53\|279.00\|284.38\|261.00\|93250;2026-07-08\|257.00\|-2.65\|269.00\|273.66\|253.15\|95388;2026-07-09\|285.00\|10.89\|279.02\|295.43\|250.10\|169971;2026-07-10\|260.16\|-8.72\|285.30\|302.98\|258.00\|150966;2026-07-13\|234.99\|-9.67\|264.07\|273.00\|229.51\|148928;2026-07-14\|236.60\|0.69\|236.04\|240.00\|215.14\|143403;2026-07-15\|230.96\|-2.38\|240.85\|244.50\|226.00\|129793;2026-07-16\|213.30\|-7.65\|216.78\|229.99\|210.59\|103494;2026-07-17\|192.52\|-9.74\|212.10\|220.00\|191.65\|113933;2026-07-20\|198.44\|3.08\|204.96\|220.88\|188.51\|160104;2026-07-21\|205.25\|3.43\|199.98\|211.00\|165.00\|212634;2026-07-22\|209.01\|1.83\|199.72\|226.95\|198.97\|210440;2026-07-23\|191.00\|-8.62\|215.00\|224.50\|190.00\|200413;2026-07-24\|179.34\|-6.10\|186.53\|188.86\|176.22\|142345;2026-07-27\|182.05\|1.51\|176.68\|182.55\|169.02\|124683;2026-07-28\|160.02\|-12.10\|171.87\|179.16\|158.00\|124042;2026-07-29\|149.00\|-6.89\|159.95\|162.58\|140.81\|165010;2026-07-30\|130.13\|-12.66\|147.67\|149.00\|127.26\|163021;2026-07-31\|156.16\|20.00\|150.01\|156.16\|144.75\|67147;2026-08-03\|147.21\|-5.73\|161.70\|166.47\|145.95\|230588;2026-08-04\|176.65\|20.00\|157.16\|176.65\|157.08\|212051;2026-08-05\|198.90\|12.60\|181.75\|203.89\|181.75\|282972;2026-08-06\|199.60\|0.35\|197.84\|203.80\|193.99\|266944;2026-08-07\|204.15\|2.28\|199.02\|207.96\|195.69\|247052;2026-08-10\|198.20\|-2.91\|204.16\|206.95\|194.52\|194994;2026-08-11\|192.36\|-2.95\|200.00\|202.00\|186.78\|178951;2026-08-12\|194.85\|1.29\|202.50\|206.56\|192.00\|238929;2026-08-13\|204.32\|4.86\|209.67\|225.50\|201.00\|354424;2026-08-14\|221.86\|8.58\|205.00\|223.68\|197.00\|310741;2026-08-17\|227.48\|2.53\|215.00\|232.00\|209.01\|289006;2026-08-18\|213.51\|-6.14\|220.00\|223.23\|211.52\|187850;2026-08-19\|192.02\|-10.07\|196.00\|205.88\|191.01\|168652;2026-08-20\|190.00\|-1.05\|191.32\|195.40\|185.28\|167166;2026-08-21\|186.06\|-2.07\|185.07\|190.24\|180.42\|125255;2026-08-24\|172.86\|-7.09\|186.25\|187.00\|166.87\|176646;2026-08-25\|172.94\|0.05\|170.07\|175.45\|165.19\|111548;2026-08-26\|172.34\|-0.35\|173.00\|174.47\|167.65\|86544;2026-08-27\|181.38\|5.25\|175.00\|183.85\|170.50\|155479;2026-08-28\|176.25\|-2.83\|179.80\|182.90\|175.80\|121221;2026-08-31\|184.12\|4.47\|172.29\|185.49\|170.10\|140597;2026-09-01\|175.28\|-4.80\|184.70\|185.40\|174.80\|100717;2026-09-02\|177.03\|1.00\|172.00\|179.70\|170.00\|111107;2026-09-03\|177.10\|0.04\|177.14\|180.00\|172.22\|89864;2026-09-04\|168.90\|-4.63\|181.02\|182.99\|165.00\|110992;2026-09-07\|175.88\|4.13\|172.29\|177.75\|170.00\|104969;2026-09-08\|175.83\|-0.03\|175.90\|183.50\|174.60\|117982;2026-09-09\|172.65\|-1.81\|179.46\|180.02\|171.01\|90611;2026-09-10\|171.50\|-0.67\|172.04\|174.49\|168.88\|57018;2026-09-11\|167.41\|-2.38\|168.42\|169.49\|161.60\|89696
119866	国务院：推进算力设施绿色低碳转型	AI编程+固件信创+业绩大增行业原因：渤海证券研究指出，近期DeepSeek V4、字节Seed3D 2.0、月之暗面Kimi K2.6、小米MiMo-V2.5等国产大模型迎来密集迭代。随着国产大模型能力持续提升，其在各类应用场景的落地节奏有望进一步提速。公司原因： 1、据2026年4月28日一季报，公司2026Q1实现营收8752万元、归母净利5947万元，同比增216%，扣非净利2436万元，同比增40%，现金流同比增133%，AI编程产品EazyDevelop贡献收入2584万元，占营收30%，单日Token消耗破200亿。 2、据2026年4月21日年报，公司是全球唯一同时获Intel X86固件授权且全适配国产主流芯片的独立供应商，BIOS/BMC批量供货华为、联想、浪潮、曙光等，深度参与信创生态。 3、据2026年4月30日机构调研，公司预计2026年IDE业务收入2.8亿元、净利1.4亿元，鸿蒙跨端产品提前至Q2发布，已启动首批互联网大厂项目，全年主业与投资收益双增。	公司固件业务为国产算力底层核心服务商，已与华为鲲鹏昇腾、飞腾、龙芯等主流国产CPU厂商达成全系列深度适配	2026-05-08\|148.50\|-1.26\|154.39\|156.17\|144.38\|113530;2026-05-11\|147.68\|-0.55\|152.00\|157.00\|142.78\|96185;2026-05-12\|139.00\|-5.88\|145.00\|145.85\|134.50\|103322;2026-05-13\|141.86\|2.06\|136.00\|142.86\|133.90\|70395;2026-05-14\|132.00\|-6.95\|141.30\|143.19\|132.00\|69666;2026-05-15\|134.02\|1.53\|131.50\|139.88\|131.50\|59673;2026-05-18\|135.78\|1.31\|133.00\|138.96\|132.43\|43848;2026-05-19\|140.03\|3.13\|137.77\|140.05\|135.81\|60884;2026-05-20\|133.80\|-4.45\|140.13\|141.50\|133.16\|55379;2026-05-21\|126.99\|-5.09\|136.88\|139.36\|126.16\|58134;2026-05-22\|131.09\|3.23\|127.12\|133.02\|126.00\|40373;2026-05-25\|138.96\|6.00\|132.50\|139.87\|127.11\|89555;2026-05-26\|140.92\|1.41\|137.01\|142.85\|132.00\|72789;2026-05-27\|131.90\|-6.40\|140.00\|140.82\|131.60\|55704;2026-05-28\|142.00\|7.66\|132.94\|144.65\|128.70\|82360;2026-05-29\|137.51\|-3.16\|146.99\|147.80\|136.01\|95336;2026-06-01\|144.21\|4.87\|145.00\|151.00\|140.80\|112629;2026-06-02\|149.72\|3.82\|148.00\|150.96\|136.18\|101361;2026-06-03\|144.55\|-3.45\|147.48\|148.14\|140.50\|76494;2026-06-04\|134.79\|-6.75\|140.50\|142.55\|132.00\|75179;2026-06-05\|126.40\|-6.22\|132.33\|133.17\|126.40\|50013;2026-06-08\|123.00\|-2.69\|118.00\|128.88\|115.19\|36650;2026-06-09\|127.90\|3.98\|125.33\|129.22\|122.00\|30970;2026-06-10\|122.26\|-4.41\|124.88\|126.00\|119.59\|41579;2026-06-11\|119.80\|-2.01\|121.00\|122.89\|116.86\|29508;2026-06-12\|121.60\|1.50\|122.00\|125.54\|120.74\|29768;2026-06-15\|127.30\|4.69\|124.01\|128.30\|121.24\|42357;2026-06-16\|122.09\|-4.09\|127.00\|127.00\|121.60\|41076;2026-06-17\|128.10\|4.92\|125.11\|133.50\|123.15\|55776;2026-06-18\|128.63\|0.41\|129.66\|133.68\|128.31\|49848;2026-06-22\|130.17\|1.20\|129.38\|131.20\|125.28\|45824;2026-06-23\|121.62\|-6.57\|128.10\|128.10\|120.50\|44569;2026-06-24\|122.53\|0.75\|122.11\|123.22\|117.10\|35462;2026-06-25\|121.47\|-0.87\|121.39\|123.22\|116.02\|43135;2026-06-26\|113.24\|-6.78\|119.58\|120.00\|113.24\|35064;2026-06-29\|110.59\|-2.34\|111.80\|115.90\|109.51\|34485;2026-06-30\|118.54\|7.19\|110.00\|120.70\|109.10\|42548;2026-07-01\|121.45\|2.54\|118.44\|122.47\|117.88\|37525;2026-07-02\|119.10\|-1.94\|123.80\|125.72\|118.99\|50502;2026-07-03\|118.81\|-0.24\|118.35\|120.80\|114.28\|34548;2026-07-06\|116.36\|-2.06\|117.74\|122.43\|115.20\|27822;2026-07-07\|117.38\|0.88\|115.10\|120.22\|114.11\|30186;2026-07-08\|123.48\|5.20\|118.38\|129.88\|114.51\|68346;2026-07-09\|137.99\|11.75\|121.20\|138.80\|121.10\|92900;2026-07-10\|135.71\|-1.65\|135.00\|143.69\|132.94\|86749;2026-07-13\|137.80\|1.54\|136.93\|142.99\|134.07\|77003;2026-07-14\|122.99\|-10.75\|145.00\|147.35\|114.86\|96120;2026-07-15\|126.82\|3.11\|121.38\|133.83\|119.40\|72990;2026-07-16\|124.90\|-1.51\|124.99\|130.49\|121.55\|47435;2026-07-17\|106.88\|-14.43\|123.50\|125.98\|105.52\|68122;2026-07-20\|100.00\|-6.44\|108.06\|109.29\|95.96\|51024;2026-07-21\|107.73\|7.73\|100.00\|109.00\|88.01\|66586;2026-07-22\|102.35\|-4.99\|107.90\|108.57\|101.80\|35695;2026-07-23\|99.68\|-2.61\|103.99\|103.99\|97.22\|29749;2026-07-24\|94.13\|-5.57\|98.00\|99.54\|93.71\|30987;2026-07-27\|98.85\|5.01\|93.85\|99.25\|91.39\|28430;2026-07-28\|95.16\|-3.73\|96.87\|100.95\|94.59\|21555;2026-07-29\|91.44\|-3.91\|95.17\|95.77\|89.01\|27709;2026-07-30\|87.19\|-4.65\|91.40\|95.50\|87.03\|34835;2026-07-31\|101.52\|16.44\|91.54\|104.63\|91.00\|79602;2026-08-03\|94.53\|-6.89\|99.00\|101.49\|93.87\|58540;2026-08-04\|100.30\|6.10\|98.00\|100.60\|96.00\|44738;2026-08-05\|115.01\|14.67\|99.30\|117.18\|98.70\|70390;2026-08-06\|113.71\|-1.13\|114.22\|118.20\|111.38\|55815;2026-08-07\|114.06\|0.31\|112.57\|115.45\|107.88\|47276;2026-08-10\|111.67\|-2.10\|114.86\|115.30\|110.33\|34425;2026-08-11\|109.30\|-2.12\|111.70\|112.70\|108.00\|29398;2026-08-12\|109.30\|0.00\|110.00\|111.96\|108.50\|24481;2026-08-13\|105.74\|-3.26\|109.54\|112.40\|105.66\|38890;2026-08-14\|107.25\|1.43\|105.34\|108.30\|102.24\|47163;2026-08-17\|108.65\|1.31\|107.03\|108.77\|104.56\|39881;2026-08-18\|109.62\|0.89\|108.63\|109.96\|104.60\|30108;2026-08-19\|98.39\|-10.24\|106.00\|107.60\|98.10\|42020;2026-08-20\|97.80\|-0.60\|101.36\|101.81\|96.16\|28694;2026-08-21\|97.29\|-0.52\|97.75\|98.60\|95.08\|17668;2026-08-24\|92.73\|-4.69\|97.30\|97.41\|90.07\|27444;2026-08-25\|92.50\|-0.25\|91.70\|93.50\|88.18\|21685;2026-08-26\|92.00\|-0.54\|91.70\|92.86\|89.77\|17851;2026-08-27\|94.69\|2.92\|92.00\|95.26\|90.50\|35460;2026-08-28\|95.24\|0.58\|96.70\|101.00\|95.07\|54659;2026-08-31\|100.40\|5.42\|91.00\|101.47\|91.00\|45064;2026-09-01\|99.22\|-1.18\|101.06\|103.07\|98.28\|34726;2026-09-02\|96.38\|-2.86\|98.00\|98.90\|96.30\|20069;2026-09-03\|96.57\|0.20\|101.00\|102.50\|94.56\|39135;2026-09-04\|94.45\|-2.20\|99.30\|101.97\|93.36\|50386;2026-09-07\|94.99\|0.57\|94.45\|96.60\|93.13\|29668;2026-09-08\|92.00\|-3.15\|94.48\|95.62\|91.60\|35231;2026-09-09\|92.00\|0.00\|92.11\|95.15\|91.33\|28874;2026-09-10\|90.26\|-1.89\|91.27\|92.36\|89.63\|19238;2026-09-11\|88.80\|-1.62\|89.41\|90.77\|86.13\|29970
119865	国务院：推进算力设施绿色低碳转型	能源智算+债权转让+一季报扭亏行业原因： 6月29日，DeepSeek宣布，DeepSeekV4正式版计划于7月中旬正式上线，引入峰谷计费机制，高峰时段价格将翻倍。公司原因： 1、据2026年5月14日机构调研，公司正全力深耕“能源+智算中心”全链条生态，加快构建覆盖能源侧、算力侧与协同管控平台的“三位一体”技术支撑体系，为绿色智算全场景运营提供产品与技术底座。 2、据2026年6月19日公告，公司董事会审议通过《关于签订〈债权转让协议〉暨关联交易的议案》，将公司对中铁十九局集团有限公司的应收账款债权转让给关联方新投云。该笔债权转让完成后，前期计提的减值准备17万元将在2026年二季度冲回，有利于公司有效盘活资产。 3、据2026年4月22日公告，公司2026年第一季度实现营业收入1831.91万元，同比增长32.70%；归母净利润202.80万元，同比实现扭亏为盈。	公司拥有基于“中威视云”的智能互联网安防及综合信息的运营与服务，基于华为鲲鹏云认证的视频云平台，AI视频中台以及聚焦园区和交通的华为云严选解决方案	2026-05-08\|15.22\|5.92\|14.21\|15.40\|14.13\|219094;2026-05-11\|14.61\|-4.01\|15.22\|15.62\|14.53\|215638;2026-05-12\|14.73\|0.82\|14.50\|15.11\|14.37\|194271;2026-05-13\|14.57\|-1.09\|14.51\|14.90\|14.48\|149470;2026-05-14\|14.41\|-1.10\|14.75\|14.96\|14.20\|144465;2026-05-15\|14.16\|-1.73\|14.41\|14.60\|13.88\|156299;2026-05-18\|13.93\|-1.62\|14.24\|14.35\|13.68\|136677;2026-05-19\|13.98\|0.36\|13.96\|14.23\|13.81\|88517;2026-05-20\|13.81\|-1.22\|13.99\|14.07\|13.65\|89395;2026-05-21\|13.23\|-4.20\|13.85\|14.48\|13.09\|164794;2026-05-22\|13.36\|0.98\|13.20\|13.52\|13.00\|113316;2026-05-25\|13.30\|-0.45\|13.70\|13.98\|13.13\|124969;2026-05-26\|13.04\|-1.95\|13.20\|13.26\|12.55\|125556;2026-05-27\|12.67\|-2.84\|13.06\|13.12\|12.57\|77636;2026-05-28\|13.64\|7.66\|12.70\|13.75\|12.54\|134728;2026-05-29\|12.87\|-5.65\|13.71\|13.88\|12.72\|143758;2026-06-01\|12.57\|-2.33\|12.82\|13.18\|12.53\|105845;2026-06-02\|12.52\|-0.40\|12.57\|12.73\|12.20\|78117;2026-06-03\|13.02\|3.99\|12.49\|13.30\|12.30\|133583;2026-06-04\|12.51\|-3.92\|12.83\|13.08\|12.28\|101842;2026-06-05\|12.38\|-1.04\|12.44\|12.83\|12.25\|95061;2026-06-08\|12.19\|-1.53\|11.95\|12.74\|11.62\|101116;2026-06-09\|12.36\|1.39\|12.30\|12.48\|12.00\|75943;2026-06-10\|12.11\|-2.02\|12.22\|12.35\|11.96\|68040;2026-06-11\|11.76\|-2.89\|11.98\|12.16\|11.65\|67546;2026-06-12\|11.44\|-2.72\|12.00\|12.25\|11.39\|88104;2026-06-15\|11.88\|3.85\|11.44\|11.95\|11.44\|84737;2026-06-16\|12.14\|2.19\|11.89\|12.19\|11.67\|75005;2026-06-17\|12.05\|-0.74\|12.16\|12.30\|11.74\|106172;2026-06-18\|11.65\|-3.32\|11.99\|12.05\|11.57\|77862;2026-06-22\|10.98\|-5.75\|11.62\|11.85\|10.63\|174211;2026-06-23\|11.46\|4.37\|10.86\|11.57\|10.80\|144825;2026-06-24\|10.83\|-5.50\|11.43\|11.48\|10.58\|106923;2026-06-25\|10.85\|0.18\|10.78\|11.65\|10.67\|162756;2026-06-26\|10.34\|-4.70\|11.03\|11.35\|10.27\|166378;2026-06-29\|10.84\|4.84\|10.31\|11.05\|10.05\|190318;2026-06-30\|13.01\|20.02\|10.85\|13.01\|10.72\|239019;2026-07-01\|14.28\|9.76\|13.09\|15.10\|12.88\|604380;2026-07-02\|13.30\|-6.86\|13.97\|14.06\|13.21\|330405;2026-07-03\|13.24\|-0.45\|13.42\|13.46\|12.83\|254795;2026-07-06\|12.38\|-6.50\|13.13\|13.13\|12.32\|184122;2026-07-07\|11.58\|-6.46\|12.25\|12.49\|11.46\|146444;2026-07-08\|11.40\|-1.55\|11.54\|12.26\|11.36\|164484;2026-07-09\|12.99\|13.95\|11.76\|13.20\|11.64\|326278;2026-07-10\|13.23\|1.85\|12.70\|13.50\|12.60\|287889;2026-07-13\|12.14\|-8.24\|12.98\|13.38\|12.03\|187106;2026-07-14\|12.05\|-0.74\|12.05\|12.20\|11.49\|160035;2026-07-15\|11.65\|-3.32\|12.10\|12.45\|11.45\|171265;2026-07-16\|11.23\|-3.61\|11.45\|11.63\|10.99\|150008;2026-07-17\|10.43\|-7.12\|11.19\|11.38\|10.30\|165470;2026-07-20\|9.40\|-9.88\|10.61\|10.85\|9.10\|243337;2026-07-21\|9.55\|1.60\|9.37\|9.60\|8.10\|266394;2026-07-22\|9.35\|-2.09\|9.31\|9.79\|9.20\|179679;2026-07-23\|9.57\|2.35\|9.24\|9.77\|9.24\|142623;2026-07-24\|9.18\|-4.08\|9.40\|9.53\|9.12\|81165;2026-07-27\|9.77\|6.43\|9.11\|9.80\|9.06\|124408;2026-07-28\|9.70\|-0.72\|9.76\|9.89\|9.61\|96263;2026-07-29\|10.35\|6.70\|9.71\|10.72\|9.55\|229890;2026-07-30\|9.29\|-10.24\|10.28\|10.48\|9.28\|205661;2026-07-31\|10.37\|11.63\|9.70\|10.84\|9.70\|259607;2026-08-03\|10.50\|1.25\|10.85\|11.01\|10.23\|180207;2026-08-04\|12.60\|20.00\|11.10\|12.60\|10.62\|321740;2026-08-05\|13.25\|5.16\|12.13\|13.32\|12.10\|397240;2026-08-06\|12.96\|-2.19\|13.15\|14.07\|12.70\|399861;2026-08-07\|13.05\|0.69\|12.71\|13.07\|12.50\|237617;2026-08-10\|13.40\|2.68\|13.20\|13.45\|12.60\|240048;2026-08-11\|13.22\|-1.34\|13.32\|13.52\|13.04\|138702;2026-08-12\|13.13\|-0.68\|13.48\|13.54\|13.05\|195211;2026-08-13\|13.07\|-0.46\|13.40\|14.25\|13.00\|306387;2026-08-14\|12.91\|-1.22\|12.99\|13.26\|12.64\|207219;2026-08-17\|13.15\|1.86\|12.85\|13.15\|12.50\|168549;2026-08-18\|12.97\|-1.37\|13.06\|13.33\|12.76\|152490;2026-08-19\|12.03\|-7.25\|12.66\|12.79\|11.91\|162159;2026-08-20\|11.86\|-1.41\|12.14\|12.14\|11.76\|112212;2026-08-21\|11.62\|-2.02\|12.06\|12.06\|11.31\|105097;2026-08-24\|11.44\|-1.55\|12.00\|12.15\|11.20\|143682;2026-08-25\|11.37\|-0.61\|11.31\|11.60\|11.14\|138976;2026-08-26\|11.29\|-0.70\|11.39\|11.55\|11.23\|94375;2026-08-27\|11.49\|1.77\|11.21\|11.51\|11.19\|105447;2026-08-28\|11.38\|-0.96\|11.41\|11.63\|11.31\|101415;2026-08-31\|11.61\|2.02\|11.20\|11.69\|11.13\|98594;2026-09-01\|11.76\|1.29\|11.56\|11.94\|11.51\|115710;2026-09-02\|11.67\|-0.77\|11.60\|11.76\|11.23\|110223;2026-09-03\|11.15\|-4.46\|11.64\|11.77\|11.02\|123721;2026-09-04\|11.01\|-1.26\|11.17\|11.53\|10.88\|113491;2026-09-07\|10.94\|-0.64\|10.93\|11.11\|10.91\|64596;2026-09-08\|10.80\|-1.28\|10.94\|11.01\|10.74\|69447;2026-09-09\|10.66\|-1.30\|10.82\|11.10\|10.64\|82026;2026-09-10\|10.57\|-0.84\|10.61\|10.64\|10.42\|66857;2026-09-11\|10.44\|-1.23\|10.52\|10.52\|10.17\|70046
119864	国务院：推进算力设施绿色低碳转型	第三代半导体+车载高压电源行业原因： 1、据科创板日报6月15日报道，韩国政府正式启动“超级创新经济项目”，计划投入5000亿韩元集中攻关碳化硅、氮化镓等下一代功率半导体技术，目标2030年实现产能自给率翻倍。 2、据招商证券6月1日研报，AI服务器功耗持续提升，带动以碳化硅为代表的第三代半导体功率器件在AI电源管理领域的需求激增。公司原因： 1、据2026年5月15日投资者关系活动记录表，公司800V高压平台产品已批量量产，应用GaN器件的新能源车载电源集成产品处于研发阶段。 2、据2026年5月15日投资者关系活动记录表，公司为蔚来、小米、广汽、零跑等主流车企配套多款畅销车型；2026年3月国内OBC市场份额达16.5%NE时代数据。 3、根据公司招股说明书：公司积极开展 SiC、GaN 等第三代宽禁带半导体器件的应用研究及相应的电力电子拓扑优化，并已实现了 SiC 半导体器件在产品中的量产应用。	公司800V高压平台产品已批量量产，正稳步推进高算力数据中心服务器电源业务的市场开拓与产品落地，向能源管理及数据中心服务器电源业务拓展	2026-05-08\|51.73\|-0.23\|51.65\|52.53\|50.97\|57253;2026-05-11\|54.00\|4.39\|52.24\|54.39\|51.44\|90954;2026-05-12\|53.76\|-0.44\|54.20\|54.38\|52.66\|76334;2026-05-13\|55.31\|2.88\|53.22\|55.65\|52.40\|76812;2026-05-14\|52.60\|-4.90\|55.95\|56.11\|52.60\|77963;2026-05-15\|51.07\|-2.91\|52.61\|52.80\|50.57\|75695;2026-05-18\|53.38\|4.52\|50.99\|53.65\|50.25\|68220;2026-05-19\|54.55\|2.19\|54.00\|55.15\|52.86\|69396;2026-05-20\|56.69\|3.92\|55.16\|57.28\|54.14\|99152;2026-05-21\|54.73\|-3.46\|57.51\|58.10\|54.33\|82977;2026-05-22\|56.36\|2.98\|55.59\|57.02\|54.99\|65145;2026-05-25\|55.63\|-1.30\|54.61\|55.70\|52.97\|88795;2026-05-26\|52.73\|-5.21\|55.02\|55.42\|52.05\|67922;2026-05-27\|51.78\|-1.80\|52.87\|54.09\|51.49\|49768;2026-05-28\|53.95\|4.19\|53.01\|54.10\|52.07\|64917;2026-05-29\|53.50\|-0.83\|54.50\|57.57\|53.02\|80824;2026-06-01\|53.03\|-0.88\|53.45\|56.32\|52.52\|63993;2026-06-02\|55.26\|4.21\|53.50\|56.57\|52.02\|75275;2026-06-03\|59.48\|7.64\|54.97\|61.66\|54.97\|136007;2026-06-04\|42.44\|0.14\|41.70\|42.84\|40.75\|123584;2026-06-05\|42.56\|0.28\|42.21\|43.33\|41.08\|118223;2026-06-08\|41.13\|-3.36\|40.85\|42.83\|40.30\|108136;2026-06-09\|46.24\|12.42\|42.00\|46.69\|41.80\|185120;2026-06-10\|41.22\|-10.86\|44.51\|45.80\|39.80\|211500;2026-06-11\|40.10\|-2.72\|40.50\|42.15\|39.41\|135894;2026-06-12\|37.83\|-5.66\|40.36\|40.60\|37.50\|137448;2026-06-15\|39.25\|3.75\|37.58\|40.15\|37.54\|111804;2026-06-16\|38.04\|-3.08\|39.18\|39.30\|37.78\|100607;2026-06-17\|42.86\|12.67\|37.70\|43.58\|37.06\|193568;2026-06-18\|41.05\|-4.22\|42.00\|43.13\|40.28\|126699;2026-06-22\|44.47\|8.33\|41.05\|45.30\|40.62\|174272;2026-06-23\|44.99\|1.17\|45.11\|47.19\|43.82\|146715;2026-06-24\|47.55\|5.69\|45.60\|48.18\|45.00\|174140;2026-06-25\|44.34\|-6.75\|46.51\|47.44\|43.70\|153308;2026-06-26\|42.26\|-4.69\|43.92\|45.17\|42.21\|93955;2026-06-29\|43.54\|3.03\|42.64\|47.49\|41.60\|189435;2026-06-30\|52.25\|20.00\|43.58\|52.25\|43.54\|253729;2026-07-01\|51.59\|-1.26\|52.25\|52.25\|50.00\|184850;2026-07-02\|52.22\|1.22\|50.66\|53.20\|49.50\|180224;2026-07-03\|52.00\|-0.42\|53.56\|54.20\|50.33\|154034;2026-07-06\|54.52\|4.85\|55.00\|60.03\|54.28\|243200;2026-07-07\|53.30\|-2.24\|54.16\|55.79\|52.80\|140384;2026-07-08\|47.81\|-10.30\|52.75\|53.87\|47.79\|158674;2026-07-09\|57.37\|20.00\|48.25\|57.37\|47.11\|201043;2026-07-10\|55.56\|-3.15\|60.81\|62.60\|55.20\|226882;2026-07-13\|54.00\|-2.81\|55.65\|58.69\|53.30\|159058;2026-07-14\|53.90\|-0.19\|54.78\|55.10\|51.01\|134508;2026-07-15\|50.16\|-6.94\|54.78\|55.36\|49.81\|142434;2026-07-16\|47.26\|-5.78\|49.00\|49.48\|46.76\|128799;2026-07-17\|40.35\|-14.62\|46.59\|47.22\|40.00\|143494;2026-07-20\|37.96\|-5.92\|42.17\|42.49\|36.53\|145272;2026-07-21\|39.79\|4.82\|38.33\|40.15\|34.30\|170416;2026-07-22\|37.64\|-5.40\|39.45\|41.10\|37.30\|143237;2026-07-23\|36.62\|-2.71\|37.67\|38.20\|36.36\|97528;2026-07-24\|36.15\|-1.28\|35.91\|37.68\|35.55\|87094;2026-07-27\|36.93\|2.16\|35.89\|37.09\|34.87\|90401;2026-07-28\|34.05\|-7.80\|36.31\|36.85\|33.80\|100471;2026-07-29\|34.59\|1.59\|34.49\|34.95\|32.63\|107456;2026-07-30\|31.01\|-10.35\|34.28\|34.68\|30.76\|144499;2026-07-31\|32.28\|4.10\|33.97\|34.39\|32.25\|156878;2026-08-03\|31.35\|-2.88\|32.48\|32.97\|31.04\|86818;2026-08-04\|34.21\|9.12\|31.91\|34.77\|31.66\|145375;2026-08-05\|36.36\|6.28\|33.36\|36.92\|33.36\|121422;2026-08-06\|37.17\|2.23\|36.01\|38.19\|35.77\|109681;2026-08-07\|37.99\|2.21\|37.00\|38.70\|36.20\|107418;2026-08-10\|40.11\|5.58\|38.37\|40.26\|38.37\|128562;2026-08-11\|40.69\|1.45\|40.17\|41.48\|39.36\|122656;2026-08-12\|41.09\|0.98\|40.88\|41.99\|40.60\|96484;2026-08-13\|43.14\|4.99\|41.26\|45.53\|41.26\|138686;2026-08-14\|44.86\|3.99\|43.71\|45.00\|42.00\|106153;2026-08-17\|45.37\|1.14\|44.85\|45.41\|44.15\|89415;2026-08-18\|46.68\|2.89\|45.38\|46.90\|44.95\|101063;2026-08-19\|43.08\|-7.71\|45.67\|46.29\|42.57\|126549;2026-08-20\|43.50\|0.97\|43.70\|44.70\|43.02\|89349;2026-08-21\|44.86\|3.13\|43.30\|44.87\|42.66\|93555;2026-08-24\|42.26\|-5.80\|44.52\|44.85\|41.16\|125596;2026-08-25\|41.90\|-0.85\|41.94\|42.40\|40.38\|73214;2026-08-26\|42.30\|0.95\|42.15\|43.60\|41.36\|87392;2026-08-27\|43.45\|2.72\|42.57\|43.58\|41.65\|92560;2026-08-28\|42.69\|-1.75\|43.45\|46.98\|42.21\|189236;2026-08-31\|41.95\|-1.73\|41.53\|43.67\|40.80\|115338;2026-09-01\|40.04\|-4.55\|42.04\|43.74\|39.96\|113184;2026-09-02\|38.27\|-4.42\|39.34\|39.57\|38.02\|125738;2026-09-03\|42.83\|11.92\|38.78\|43.35\|38.48\|159042;2026-09-04\|42.03\|-1.87\|44.10\|44.28\|41.65\|108565;2026-09-07\|42.38\|0.83\|42.00\|42.99\|41.20\|109221;2026-09-08\|42.54\|0.38\|42.27\|43.66\|41.95\|77023;2026-09-09\|41.20\|-3.15\|42.79\|43.36\|41.00\|67032;2026-09-10\|40.84\|-0.87\|41.00\|41.98\|40.68\|56891;2026-09-11\|41.53\|1.69\|40.70\|42.42\|40.33\|96619
119863	国务院：推进算力设施绿色低碳转型	涨停揭秘：33kW/110kW/800VDC-50VDC Power Shelf产品矩阵适配GB300、Vera Rubin等高端算力场景，直供AI服务器电源系统；涨停缘由：高功率密度机架级供电模块全覆盖+适配NVIDIA新一代GPU平台+腾讯云计费上调带动算力资本开支上修；资金逻辑：资金关注国产替代核心环节，技术壁垒高+客户认证周期长，订单可见度提升驱动估值重估；风险提示：下游客户集中度高，新品放量节奏受AI芯片迭代影响，短期营收占比仍较低	公司业务涵盖 33kW Power Shelf、 110kW Power Shelf（适配 GB300、Vera Rubin 等高端算力场景）、800VDC-50VDC Power Shelf，满足不同输入、输出电压的机架级供电需求，提供高功率密度的配电支撑。	2026-05-08\|122.70\|-0.24\|121.60\|124.10\|119.51\|191003;2026-05-11\|125.00\|1.87\|123.55\|126.88\|122.00\|234522;2026-05-12\|125.33\|0.26\|126.66\|127.00\|122.78\|188560;2026-05-13\|137.86\|10.00\|124.42\|137.86\|123.80\|286103;2026-05-14\|133.15\|-3.42\|144.80\|144.80\|133.00\|334566;2026-05-15\|128.13\|-3.77\|134.88\|134.96\|126.49\|248716;2026-05-18\|124.92\|-2.51\|126.99\|129.68\|124.35\|256337;2026-05-19\|126.50\|1.26\|124.93\|126.80\|121.04\|184255;2026-05-20\|122.60\|-3.08\|124.80\|125.23\|121.01\|228140;2026-05-21\|116.69\|-4.82\|124.52\|125.20\|116.10\|223909;2026-05-22\|120.33\|3.12\|116.72\|120.72\|116.72\|162248;2026-05-25\|132.36\|10.00\|123.80\|132.36\|123.53\|301949;2026-05-26\|137.99\|4.25\|134.00\|139.39\|132.65\|375300;2026-05-27\|135.86\|-1.54\|137.89\|145.38\|135.00\|326476;2026-05-28\|135.49\|-0.27\|135.85\|137.37\|131.83\|205982;2026-05-29\|126.05\|-6.97\|140.00\|140.91\|123.50\|321822;2026-06-01\|134.50\|6.70\|129.85\|138.66\|125.01\|447993;2026-06-02\|147.95\|10.00\|140.00\|147.95\|140.00\|336118;2026-06-03\|157.98\|6.78\|148.00\|162.75\|145.50\|678139;2026-06-04\|154.11\|-2.45\|153.33\|161.11\|152.90\|446481;2026-06-05\|146.50\|-4.94\|155.01\|158.73\|145.51\|417947;2026-06-08\|149.00\|1.71\|142.22\|157.03\|140.88\|441020;2026-06-09\|161.79\|8.58\|159.00\|163.63\|149.13\|432571;2026-06-10\|145.61\|-10.00\|151.55\|153.00\|145.61\|409827;2026-06-11\|139.41\|-4.26\|146.00\|148.52\|137.25\|395592;2026-06-12\|135.24\|-2.99\|144.00\|144.61\|135.20\|292299;2026-06-15\|148.76\|10.00\|140.51\|148.76\|140.38\|199225;2026-06-16\|163.64\|10.00\|158.58\|163.64\|157.00\|298637;2026-06-17\|178.90\|9.33\|169.07\|179.98\|168.00\|620833;2026-06-18\|179.50\|0.34\|176.75\|182.60\|172.88\|321837;2026-06-22\|188.79\|5.18\|181.91\|189.50\|173.69\|372447;2026-06-23\|173.05\|-8.34\|188.97\|189.98\|169.97\|341180;2026-06-24\|170.31\|-1.58\|171.14\|175.38\|168.00\|278696;2026-06-25\|171.98\|0.98\|173.08\|174.50\|166.11\|411545;2026-06-26\|160.76\|-6.52\|172.12\|175.66\|154.83\|535546;2026-06-29\|161.32\|0.35\|160.77\|169.41\|157.01\|404607;2026-06-30\|167.18\|3.63\|162.22\|171.66\|160.20\|410513;2026-07-01\|156.45\|-6.42\|165.00\|168.78\|154.00\|388440;2026-07-02\|146.97\|-6.06\|149.50\|155.83\|146.00\|271854;2026-07-03\|147.62\|0.44\|146.76\|153.68\|145.30\|246498;2026-07-06\|151.59\|2.69\|148.79\|160.80\|146.66\|301756;2026-07-07\|149.55\|-1.35\|156.80\|160.65\|148.00\|308920;2026-07-08\|145.08\|-2.99\|152.14\|154.80\|144.76\|238529;2026-07-09\|159.59\|10.00\|149.98\|159.59\|149.97\|444555;2026-07-10\|161.79\|1.38\|167.56\|173.86\|161.56\|494059;2026-07-13\|158.69\|-1.92\|161.96\|170.55\|157.22\|402127;2026-07-14\|172.16\|8.49\|159.75\|174.56\|157.00\|514516;2026-07-15\|168.63\|-2.05\|167.67\|176.53\|165.03\|454815;2026-07-16\|151.77\|-10.00\|156.55\|159.55\|151.77\|346676;2026-07-17\|136.59\|-10.00\|143.43\|146.43\|136.59\|270983;2026-07-20\|122.93\|-10.00\|133.31\|133.60\|122.93\|349544;2026-07-21\|135.22\|10.00\|125.38\|135.22\|122.00\|366560;2026-07-22\|131.74\|-2.57\|138.77\|144.44\|130.20\|365535;2026-07-23\|127.80\|-2.99\|135.00\|135.35\|126.26\|218448;2026-07-24\|122.27\|-4.30\|124.45\|127.48\|121.30\|176082;2026-07-27\|130.63\|6.84\|122.29\|133.27\|118.10\|277932;2026-07-28\|117.57\|-10.00\|123.00\|124.94\|117.57\|186314;2026-07-29\|107.52\|-8.55\|111.48\|113.20\|105.81\|385700;2026-07-30\|96.77\|-10.00\|106.75\|107.43\|96.77\|372494;2026-07-31\|106.45\|10.00\|106.00\|106.45\|102.18\|293213;2026-08-03\|98.86\|-7.13\|106.50\|106.80\|97.74\|335722;2026-08-04\|106.80\|8.03\|103.30\|107.71\|100.91\|343104;2026-08-05\|116.50\|9.08\|101.00\|117.48\|101.00\|386630;2026-08-06\|121.30\|4.12\|115.85\|123.37\|112.50\|339434;2026-08-07\|124.40\|2.56\|123.48\|126.80\|120.75\|311582;2026-08-10\|120.70\|-2.97\|129.43\|130.80\|117.85\|305333;2026-08-11\|119.00\|-1.41\|119.82\|122.80\|117.48\|213460;2026-08-12\|125.66\|5.60\|120.80\|127.30\|119.15\|252709;2026-08-13\|131.86\|4.93\|129.64\|138.23\|129.00\|439400;2026-08-14\|131.40\|-0.35\|132.10\|134.50\|128.62\|310172;2026-08-17\|135.50\|3.12\|133.50\|135.79\|129.50\|234739;2026-08-18\|131.70\|-2.80\|135.75\|136.55\|128.21\|306198;2026-08-19\|118.53\|-10.00\|126.00\|127.15\|118.53\|312125;2026-08-20\|118.28\|-0.21\|118.53\|121.84\|115.17\|292319;2026-08-21\|128.06\|8.27\|118.83\|129.98\|117.06\|342778;2026-08-24\|119.84\|-6.42\|126.78\|127.93\|116.00\|277754;2026-08-25\|121.32\|1.24\|117.00\|122.79\|115.76\|202341;2026-08-26\|123.11\|1.48\|121.05\|124.44\|119.16\|202298;2026-08-27\|127.66\|3.70\|125.80\|128.00\|123.12\|292031;2026-08-28\|125.95\|-1.34\|130.00\|133.98\|125.68\|339525;2026-08-31\|130.60\|3.69\|121.75\|131.00\|121.75\|281876;2026-09-01\|124.26\|-4.85\|138.60\|139.60\|124.23\|323530;2026-09-02\|118.55\|-4.60\|121.88\|125.00\|118.27\|257861;2026-09-03\|127.14\|7.25\|121.30\|130.41\|117.60\|432124;2026-09-04\|121.17\|-4.70\|128.40\|129.99\|120.08\|334038;2026-09-07\|132.03\|8.96\|123.99\|132.20\|123.00\|377740;2026-09-08\|128.60\|-2.60\|135.00\|135.56\|126.60\|308230;2026-09-09\|127.06\|-1.20\|129.99\|130.88\|125.91\|226196;2026-09-10\|127.80\|0.58\|125.13\|129.10\|124.50\|192957;2026-09-11\|125.70\|-1.64\|125.89\|127.39\|120.05\|246485
119862	国务院：推进算力设施绿色低碳转型	涨停揭秘：AI服务器全球龙头迎算力涨价周期，业绩与订单双验证；涨停缘由：阿里百炼云等算力产品涨价；Anthropic发布新顶级AI模型；国内头部厂商H20订单落地；一季度净利润同比+64.39%；源2.0大模型全面开源；资金逻辑：连续三日上榜龙虎榜，机构席位持续净买入，北向资金4月加仓超120万股，反映对AI基建核心标的的确定性溢价认可；风险提示：海外芯片供应存在不确定性，服务器毛利率承压，估值已达历史高位，短期涨幅较大存技术性回调压力	浪潮AI服务器市场份额全球第一，公司预计2026年上半年归属于上市公司股东的净利润为26.00亿元至31.00亿元，同比增长226%至288%。其中，二季度净利润预计为19.95亿元至24.95亿元，环比暴增229%至312%。公司表示，业绩变动主要系紧抓行业上行机遇，持续致力于产品技术创新和提升客户满意度，促进经营业绩大幅增长。	2026-05-08\|76.48\|4.42\|72.13\|79.49\|71.10\|1251843;2026-05-11\|76.00\|-0.63\|77.10\|78.24\|75.60\|937270;2026-05-12\|73.13\|-3.78\|76.50\|76.55\|72.54\|765758;2026-05-13\|77.38\|5.81\|72.66\|77.58\|72.11\|997417;2026-05-14\|71.60\|-7.47\|78.00\|78.15\|70.20\|1444687;2026-05-15\|70.21\|-1.94\|71.60\|72.72\|69.84\|788278;2026-05-18\|70.61\|0.57\|69.90\|72.77\|69.40\|652869;2026-05-19\|72.23\|2.29\|70.00\|72.49\|67.30\|791422;2026-05-20\|71.23\|-1.33\|71.71\|74.25\|70.88\|610188;2026-05-21\|66.31\|-6.91\|72.28\|72.30\|66.00\|885705;2026-05-22\|68.25\|2.93\|67.20\|68.58\|65.95\|568209;2026-05-25\|69.20\|1.39\|69.28\|70.60\|68.02\|610359;2026-05-26\|67.30\|-2.75\|68.51\|68.51\|65.83\|625639;2026-05-27\|64.52\|-4.13\|66.94\|67.86\|64.30\|711997;2026-05-28\|66.41\|2.93\|64.30\|66.66\|63.07\|618809;2026-05-29\|64.63\|-2.68\|71.00\|72.03\|64.00\|1212435;2026-06-01\|64.14\|-0.76\|66.71\|67.48\|63.86\|1017626;2026-06-02\|65.00\|1.34\|64.96\|65.97\|63.50\|766989;2026-06-03\|64.22\|-1.20\|63.80\|67.37\|63.52\|924613;2026-06-04\|63.36\|-1.34\|63.01\|64.10\|62.08\|521899;2026-06-05\|62.14\|-1.93\|62.75\|65.10\|61.03\|716993;2026-06-08\|57.89\|-6.84\|60.00\|60.70\|57.40\|728961;2026-06-09\|59.46\|2.71\|58.79\|59.50\|57.91\|448073;2026-06-10\|59.39\|-0.12\|58.88\|62.13\|58.66\|657686;2026-06-11\|57.84\|-2.61\|58.98\|59.43\|57.15\|441041;2026-06-12\|57.86\|0.03\|58.80\|59.23\|57.73\|437952;2026-06-15\|63.09\|9.04\|58.50\|63.59\|58.49\|959525;2026-06-16\|62.30\|-1.25\|63.00\|63.03\|61.55\|520746;2026-06-17\|64.50\|3.53\|61.61\|65.13\|61.50\|682187;2026-06-18\|65.66\|1.80\|64.02\|66.85\|64.01\|695477;2026-06-22\|66.20\|0.82\|66.01\|66.66\|63.41\|689144;2026-06-23\|64.00\|-3.32\|66.49\|67.39\|63.61\|597332;2026-06-24\|64.80\|1.25\|63.74\|65.17\|62.72\|549701;2026-06-25\|68.57\|5.82\|64.99\|69.08\|63.75\|1104852;2026-06-26\|63.89\|-6.83\|67.00\|67.20\|63.66\|807535;2026-06-29\|65.82\|3.02\|63.89\|68.00\|63.47\|811363;2026-06-30\|70.00\|6.35\|65.21\|70.68\|64.83\|1118159;2026-07-01\|67.26\|-3.91\|70.23\|71.87\|66.68\|966012;2026-07-02\|63.79\|-5.16\|65.00\|66.98\|63.50\|725073;2026-07-03\|66.35\|4.01\|63.79\|69.21\|63.79\|988417;2026-07-06\|69.71\|5.06\|66.40\|70.76\|64.00\|1160249;2026-07-07\|71.06\|1.94\|69.01\|73.23\|68.70\|1031292;2026-07-08\|78.17\|10.01\|78.17\|78.17\|78.17\|408470;2026-07-09\|85.99\|10.00\|83.00\|85.99\|82.03\|2181801;2026-07-10\|89.52\|4.11\|92.00\|94.38\|89.00\|2841736;2026-07-13\|85.49\|-4.50\|91.00\|92.21\|83.80\|1685860;2026-07-14\|84.95\|-0.63\|88.00\|88.38\|77.21\|1771278;2026-07-15\|84.70\|-0.29\|85.06\|88.86\|84.00\|1478178;2026-07-16\|85.00\|0.35\|81.30\|88.58\|81.30\|1480173;2026-07-17\|77.40\|-8.94\|85.01\|85.88\|76.50\|1522286;2026-07-20\|81.29\|5.03\|82.02\|85.14\|78.52\|1713147;2026-07-21\|88.66\|9.07\|81.30\|89.08\|76.00\|1859139;2026-07-22\|90.47\|2.04\|87.70\|96.00\|87.15\|1907270;2026-07-23\|87.96\|-2.77\|93.00\|96.37\|87.36\|1593336;2026-07-24\|85.31\|-3.01\|87.00\|89.33\|84.71\|960436;2026-07-27\|85.00\|-0.36\|86.00\|87.43\|81.37\|840190;2026-07-28\|79.85\|-6.06\|82.50\|83.60\|79.00\|946804;2026-07-29\|74.94\|-6.15\|79.90\|80.23\|72.33\|1053349;2026-07-30\|69.08\|-7.82\|73.31\|74.90\|68.18\|916212;2026-07-31\|71.81\|3.95\|73.98\|74.98\|71.26\|901683;2026-08-03\|71.66\|-0.21\|71.82\|75.80\|71.09\|754567;2026-08-04\|74.14\|3.46\|73.03\|74.74\|71.54\|881450;2026-08-05\|77.20\|4.13\|73.30\|79.37\|73.30\|1121241;2026-08-06\|76.79\|-0.53\|75.68\|77.99\|75.11\|881765;2026-08-07\|77.99\|1.56\|76.41\|79.30\|75.05\|933848;2026-08-10\|76.70\|-1.65\|78.02\|78.13\|75.38\|602085;2026-08-11\|75.11\|-2.07\|76.70\|77.20\|75.01\|538912;2026-08-12\|75.02\|-0.12\|75.79\|75.98\|74.06\|538898;2026-08-13\|79.46\|5.92\|77.01\|82.52\|77.01\|1505658;2026-08-14\|78.80\|-0.83\|79.60\|81.16\|77.29\|937908;2026-08-17\|80.68\|2.39\|78.82\|80.68\|77.61\|850433;2026-08-18\|80.97\|0.36\|80.01\|81.87\|77.80\|895138;2026-08-19\|72.87\|-10.00\|78.50\|78.50\|72.87\|990138;2026-08-20\|75.08\|3.03\|73.51\|75.63\|72.50\|668857;2026-08-21\|76.35\|1.69\|75.49\|76.69\|74.25\|521762;2026-08-24\|73.22\|-4.10\|76.74\|76.76\|71.42\|605901;2026-08-25\|74.11\|1.22\|71.43\|74.99\|71.42\|400854;2026-08-26\|73.79\|-0.43\|74.25\|75.12\|73.40\|338372;2026-08-27\|78.27\|6.07\|75.30\|78.30\|74.79\|656865;2026-08-28\|77.44\|-1.06\|78.00\|79.68\|77.23\|511857;2026-08-31\|85.18\|9.99\|76.38\|85.18\|76.37\|1166685;2026-09-01\|85.60\|0.49\|85.90\|87.14\|85.18\|1097374;2026-09-02\|85.69\|0.11\|85.64\|87.50\|84.80\|823857;2026-09-03\|86.35\|0.77\|87.87\|89.18\|84.92\|1113705;2026-09-04\|77.72\|-9.99\|87.25\|87.47\|77.72\|1708893;2026-09-07\|74.74\|-3.83\|75.50\|75.80\|72.30\|1479965;2026-09-08\|72.32\|-3.24\|74.88\|74.89\|72.16\|1059320;2026-09-09\|71.38\|-1.30\|72.48\|72.80\|70.88\|706634;2026-09-10\|70.43\|-1.33\|70.51\|72.08\|70.27\|530264;2026-09-11\|70.54\|0.16\|69.01\|70.73\|68.09\|709783
119861	全球首款AI智能体手机将亮相		全球新兴市场手机头部企业，非洲智能机市占率超40%，非洲排名第一	2026-05-08\|57.42\|-0.26\|57.57\|58.14\|57.02\|95838;2026-05-11\|59.31\|3.29\|57.50\|59.73\|57.12\|181959;2026-05-12\|58.30\|-1.70\|59.00\|59.18\|58.04\|101076;2026-05-13\|59.33\|1.77\|58.31\|59.40\|57.71\|119119;2026-05-14\|59.52\|0.32\|59.47\|60.74\|58.31\|161320;2026-05-15\|60.70\|1.98\|59.50\|62.00\|58.25\|235952;2026-05-18\|62.45\|2.88\|60.69\|62.62\|59.70\|209687;2026-05-19\|66.02\|5.72\|62.82\|66.10\|62.65\|311639;2026-05-20\|64.22\|-2.73\|66.00\|66.01\|63.70\|190720;2026-05-21\|62.94\|-1.99\|63.83\|65.10\|62.80\|203581;2026-05-22\|63.36\|2.13\|62.38\|64.11\|62.00\|128136;2026-05-25\|63.38\|0.03\|63.54\|64.10\|60.97\|177572;2026-05-26\|62.90\|-0.76\|62.66\|64.38\|62.26\|117782;2026-05-27\|61.55\|-2.15\|62.81\|63.50\|60.92\|131754;2026-05-28\|60.73\|-1.33\|61.49\|62.15\|59.15\|138842;2026-05-29\|60.20\|-0.87\|60.71\|61.37\|58.55\|166304;2026-06-01\|62.00\|2.99\|59.61\|63.49\|59.30\|178527;2026-06-02\|62.26\|0.42\|62.17\|62.73\|60.53\|113524;2026-06-03\|62.88\|1.00\|61.50\|65.34\|61.20\|207369;2026-06-04\|59.72\|-5.03\|62.00\|62.12\|59.27\|144415;2026-06-05\|60.60\|1.47\|59.74\|61.65\|58.22\|123101;2026-06-08\|56.77\|-6.32\|58.27\|60.00\|56.25\|153908;2026-06-09\|56.35\|-0.74\|57.86\|58.00\|55.17\|104333;2026-06-10\|53.40\|-5.24\|55.85\|55.85\|53.25\|127265;2026-06-11\|53.17\|-0.43\|53.22\|53.88\|52.57\|97246;2026-06-12\|53.67\|0.94\|53.98\|54.30\|53.20\|104015;2026-06-15\|53.72\|0.09\|53.69\|54.66\|52.89\|91986;2026-06-16\|54.57\|1.58\|53.75\|54.85\|53.32\|88754;2026-06-17\|55.92\|2.47\|54.02\|56.18\|53.62\|105867;2026-06-18\|53.51\|-4.31\|55.65\|56.50\|53.00\|161283;2026-06-22\|55.82\|4.32\|54.18\|56.67\|53.26\|195583;2026-06-23\|55.91\|0.16\|55.90\|57.79\|54.60\|139176;2026-06-24\|53.80\|-3.77\|56.50\|56.60\|53.40\|160761;2026-06-25\|55.55\|3.25\|53.40\|56.84\|53.00\|169843;2026-06-26\|56.81\|2.27\|55.24\|57.72\|54.37\|162258;2026-06-29\|57.00\|0.33\|56.45\|57.33\|54.47\|152163;2026-06-30\|58.95\|3.42\|56.72\|60.15\|56.60\|160528;2026-07-01\|54.98\|-6.73\|58.99\|59.20\|54.92\|202571;2026-07-02\|56.65\|3.04\|55.30\|58.90\|54.98\|232641;2026-07-03\|60.26\|6.37\|56.05\|61.68\|56.05\|236882;2026-07-06\|60.60\|0.56\|60.50\|61.12\|59.35\|164892;2026-07-07\|63.78\|5.25\|60.15\|66.32\|59.90\|333706;2026-07-08\|62.25\|-2.40\|63.93\|64.98\|61.80\|162349;2026-07-09\|66.37\|6.62\|62.09\|67.25\|61.98\|288157;2026-07-10\|68.50\|3.21\|66.40\|71.58\|64.66\|356085;2026-07-13\|64.43\|-5.94\|66.70\|67.50\|63.93\|207811;2026-07-14\|62.40\|-3.15\|64.43\|65.12\|61.38\|173887;2026-07-15\|61.40\|-1.60\|62.38\|63.40\|61.01\|182872;2026-07-16\|65.43\|6.56\|62.00\|68.51\|61.41\|334915;2026-07-17\|62.28\|-4.81\|66.00\|67.99\|61.66\|286372;2026-07-20\|61.05\|-1.98\|64.78\|64.96\|58.61\|331512;2026-07-21\|59.96\|-1.79\|61.90\|62.00\|58.30\|247248;2026-07-22\|60.05\|0.15\|59.21\|62.66\|58.90\|240804;2026-07-23\|61.78\|2.88\|60.50\|63.27\|59.69\|198661;2026-07-24\|59.96\|-2.95\|61.50\|62.33\|59.80\|107524;2026-07-27\|63.28\|5.54\|59.56\|63.50\|58.77\|220694;2026-07-28\|65.60\|3.67\|63.90\|66.77\|63.11\|215778;2026-07-29\|65.69\|0.14\|65.00\|67.67\|64.95\|196610;2026-07-30\|65.75\|0.09\|65.48\|66.78\|64.18\|189486;2026-07-31\|64.47\|-1.95\|65.39\|65.80\|62.88\|176631;2026-08-03\|63.00\|-2.28\|64.28\|65.77\|62.90\|148935;2026-08-04\|57.83\|-8.21\|63.00\|63.27\|56.99\|380915;2026-08-05\|56.90\|-1.61\|57.21\|58.05\|56.80\|217059;2026-08-06\|57.40\|0.88\|56.83\|58.23\|56.60\|197890;2026-08-07\|57.03\|-0.64\|57.70\|58.28\|56.40\|175935;2026-08-10\|58.11\|1.89\|56.98\|58.22\|56.23\|160831;2026-08-11\|57.27\|-1.45\|58.11\|58.19\|56.82\|125321;2026-08-12\|56.29\|-1.71\|57.01\|57.20\|55.36\|231706;2026-08-13\|54.57\|-3.06\|56.00\|56.56\|54.52\|185929;2026-08-14\|55.02\|0.82\|54.57\|55.09\|54.20\|90242;2026-08-17\|55.40\|0.69\|55.09\|55.53\|53.90\|137670;2026-08-18\|56.27\|1.57\|56.13\|56.49\|55.58\|173180;2026-08-19\|57.25\|1.74\|56.01\|57.27\|55.27\|243960;2026-08-20\|58.89\|2.86\|56.77\|59.00\|56.49\|221056;2026-08-21\|57.81\|-1.83\|58.20\|58.58\|57.33\|128400;2026-08-24\|56.71\|-1.90\|57.48\|58.05\|56.50\|94905;2026-08-25\|59.10\|4.21\|56.88\|59.50\|56.60\|132353;2026-08-26\|57.82\|-2.17\|58.47\|59.45\|57.81\|110774;2026-08-27\|57.73\|-0.16\|57.74\|57.89\|56.80\|97018;2026-08-28\|57.44\|-0.50\|57.71\|57.74\|56.71\|81756;2026-08-31\|57.15\|0.90\|56.80\|57.67\|56.10\|109479;2026-09-01\|58.19\|1.82\|56.81\|59.12\|56.81\|149119;2026-09-02\|56.21\|-3.40\|57.78\|58.87\|56.08\|122104;2026-09-03\|56.46\|0.44\|56.11\|57.42\|56.08\|84578;2026-09-04\|56.78\|0.57\|56.58\|57.80\|56.51\|74084;2026-09-07\|54.80\|-3.49\|56.52\|56.98\|54.68\|121419;2026-09-08\|54.27\|-0.97\|54.77\|54.77\|54.07\|60429;2026-09-09\|52.90\|-2.52\|54.10\|54.39\|52.71\|101860;2026-09-10\|52.33\|-1.08\|52.50\|53.09\|52.28\|56436;2026-09-11\|52.73\|0.76\|52.05\|52.86\|51.11\|94524
119860	全球首款AI智能体手机将亮相	努比亚AI手机+石墨烯散热+液冷服务器+反光材料龙头 1、据2026年7月9日财闻报道，来自中兴努比亚的全球首款AI智能体手机，或将在2026世界人工智能大会（WAIC）正式亮相。 2、据2026年4月10日投资者关系活动记录表，公司石墨烯产品已被应用至努比亚多款红魔系列游戏手机、折叠屏手机、平板等应用领域，并同步开发石墨烯导热垫片等产品，加快推进在服务器、新能源汽车电控系统等高算力、高热流密度应用领域的产品落地。 3、据2025年8月19日半年报，公司携手终端热设计团队为液冷服务器等领域提供散热解决方案，样品已通过终端客户测试，量产方案已在规划中。 4、据2026年3月31日年报及2026年6月10日互动易，公司主营反光材料、微纳光学显示材料与电子功能材料，是国内反光材料龙头，产品应用于人车路安防、光学显示及消费电子领域。	全资子公司浙江道明超导科技有限公司专注于石墨烯散热膜的研发和生产，石墨烯散热膜极佳的柔韧性使其被应用于折叠手机弯折处，公司石墨烯散热膜已应用于OPPO Find N3 Flip折叠屏手机	2026-05-08\|11.66\|0.00\|11.61\|11.79\|11.48\|185774;2026-05-11\|11.82\|2.87\|11.54\|12.04\|11.43\|224355;2026-05-12\|11.53\|-2.45\|11.75\|11.85\|11.38\|186785;2026-05-13\|11.65\|1.04\|11.51\|11.87\|11.40\|199697;2026-05-14\|11.22\|-3.69\|11.57\|11.70\|11.22\|158689;2026-05-15\|11.07\|-1.34\|11.24\|11.39\|11.02\|130492;2026-05-18\|11.20\|1.17\|11.10\|11.34\|10.89\|129248;2026-05-19\|11.08\|-1.07\|11.12\|11.21\|10.92\|103654;2026-05-20\|10.72\|-3.25\|11.06\|11.08\|10.68\|125322;2026-05-21\|10.31\|-3.82\|10.73\|10.98\|10.30\|125146;2026-05-22\|10.59\|2.72\|10.35\|10.66\|10.29\|94617;2026-05-25\|10.83\|2.27\|10.70\|11.28\|10.57\|161702;2026-05-26\|10.59\|-2.22\|10.70\|10.92\|10.41\|128411;2026-05-27\|10.22\|-3.49\|10.59\|10.72\|10.13\|112545;2026-05-28\|10.99\|7.53\|10.24\|11.24\|10.24\|201176;2026-05-29\|10.17\|-7.46\|11.02\|11.12\|10.15\|281857;2026-06-01\|10.35\|1.77\|10.28\|10.84\|10.27\|172433;2026-06-02\|10.38\|0.29\|10.37\|10.60\|10.29\|124231;2026-06-03\|10.29\|-0.87\|10.31\|10.65\|10.18\|140622;2026-06-04\|10.31\|0.19\|10.34\|10.55\|10.21\|141936;2026-06-05\|10.49\|1.75\|10.22\|10.77\|10.02\|212505;2026-06-08\|9.88\|-5.82\|10.11\|10.40\|9.75\|167432;2026-06-09\|10.19\|3.14\|10.03\|10.55\|10.03\|128144;2026-06-10\|9.99\|-1.96\|10.11\|10.19\|9.87\|113131;2026-06-11\|9.69\|-3.00\|9.90\|9.97\|9.60\|112241;2026-06-12\|9.66\|-0.31\|9.80\|9.99\|9.60\|128540;2026-06-15\|9.97\|3.21\|9.72\|10.02\|9.72\|112337;2026-06-16\|10.08\|1.10\|9.97\|10.22\|9.73\|110659;2026-06-17\|9.97\|-1.09\|10.00\|10.21\|9.92\|84941;2026-06-18\|9.76\|-2.11\|9.88\|10.02\|9.53\|149997;2026-06-22\|9.77\|0.10\|9.66\|9.82\|9.45\|159717;2026-06-23\|10.11\|3.48\|9.85\|10.18\|9.71\|189155;2026-06-24\|9.80\|-3.07\|9.90\|10.06\|9.64\|141859;2026-06-25\|9.98\|1.84\|9.85\|10.68\|9.80\|324255;2026-06-26\|9.32\|-6.61\|9.89\|9.90\|9.31\|229630;2026-06-29\|8.87\|-4.83\|9.27\|9.29\|8.71\|180903;2026-06-30\|9.01\|1.58\|8.85\|9.04\|8.68\|110644;2026-07-01\|8.92\|-1.00\|8.99\|9.09\|8.82\|118462;2026-07-02\|8.73\|-2.13\|8.85\|9.03\|8.70\|129942;2026-07-03\|8.93\|2.29\|8.75\|9.11\|8.75\|135717;2026-07-06\|8.69\|-2.69\|8.90\|9.04\|8.68\|116303;2026-07-07\|8.51\|-2.07\|8.66\|8.77\|8.48\|93311;2026-07-08\|8.32\|-2.23\|8.55\|8.62\|8.25\|94454;2026-07-09\|9.15\|9.98\|9.15\|9.15\|9.15\|159897;2026-07-10\|8.90\|-2.73\|9.04\|9.20\|8.66\|362325;2026-07-13\|8.52\|-4.27\|8.75\|9.20\|8.48\|277460;2026-07-14\|8.61\|1.06\|8.79\|9.03\|8.30\|222766;2026-07-15\|8.75\|1.63\|8.51\|8.98\|8.31\|245509;2026-07-16\|9.63\|10.06\|9.63\|9.63\|9.63\|151303;2026-07-17\|10.59\|9.97\|10.19\|10.59\|10.10\|725661;2026-07-20\|9.53\|-10.01\|9.53\|9.78\|9.53\|127836;2026-07-21\|8.58\|-9.97\|8.58\|8.58\|8.58\|114227;2026-07-22\|7.96\|-7.23\|8.10\|8.35\|7.90\|667657;2026-07-23\|7.88\|-1.00\|7.80\|7.91\|7.61\|336649;2026-07-24\|7.61\|-3.43\|7.70\|7.91\|7.61\|208573;2026-07-27\|7.83\|2.89\|7.50\|7.85\|7.46\|194020;2026-07-28\|7.77\|-0.77\|7.68\|7.87\|7.68\|139638;2026-07-29\|7.94\|2.19\|7.76\|7.99\|7.68\|185154;2026-07-30\|7.80\|-1.76\|7.89\|8.04\|7.78\|179324;2026-07-31\|7.94\|1.79\|7.90\|8.02\|7.90\|175208;2026-08-03\|8.06\|1.51\|7.91\|8.06\|7.90\|160440;2026-08-04\|8.19\|1.61\|8.16\|8.24\|8.02\|141960;2026-08-05\|8.28\|1.10\|8.18\|8.32\|8.11\|169996;2026-08-06\|8.32\|0.48\|8.25\|8.33\|8.15\|147189;2026-08-07\|8.35\|0.36\|8.28\|8.38\|8.14\|124607;2026-08-10\|8.44\|1.08\|8.34\|8.45\|8.20\|115974;2026-08-11\|8.36\|-0.95\|8.39\|8.46\|8.30\|92286;2026-08-12\|8.43\|0.84\|8.35\|8.43\|8.32\|82783;2026-08-13\|8.27\|-1.90\|8.45\|8.50\|8.27\|93134;2026-08-14\|8.53\|3.14\|8.35\|8.54\|8.29\|213551;2026-08-17\|8.54\|0.12\|8.40\|8.54\|8.36\|142840;2026-08-18\|8.45\|-1.05\|8.58\|8.58\|8.38\|107045;2026-08-19\|8.11\|-4.02\|8.36\|8.36\|8.08\|130916;2026-08-20\|8.69\|7.15\|8.27\|8.70\|8.12\|239728;2026-08-21\|8.43\|-2.99\|8.42\|8.45\|8.14\|195927;2026-08-24\|8.29\|-1.66\|8.40\|8.56\|8.21\|118870;2026-08-25\|8.49\|2.41\|8.29\|8.53\|8.20\|123897;2026-08-26\|8.50\|0.12\|8.55\|8.57\|8.39\|94167;2026-08-27\|8.53\|0.35\|8.45\|8.58\|8.42\|82005;2026-08-28\|8.47\|-0.70\|8.53\|8.59\|8.46\|70652;2026-08-31\|8.49\|0.24\|8.35\|8.51\|8.35\|73314;2026-09-01\|8.98\|5.77\|8.46\|9.34\|8.42\|355237;2026-09-02\|9.88\|10.02\|9.40\|9.88\|9.30\|366088;2026-09-03\|9.22\|-6.68\|9.45\|9.65\|9.14\|643413;2026-09-04\|9.53\|3.36\|9.32\|9.74\|9.21\|583294;2026-09-07\|9.41\|-1.26\|9.46\|9.70\|9.16\|428460;2026-09-08\|9.24\|-1.81\|9.41\|9.52\|9.18\|326768;2026-09-09\|9.22\|-0.22\|9.16\|9.24\|8.93\|297280;2026-09-10\|9.40\|1.95\|9.11\|9.55\|8.85\|449148;2026-09-11\|9.59\|2.02\|9.22\|9.77\|8.96\|428800
119859	MPO、FAU、CPO等行业新技术受关注	光纤涨价+算力基建+储能扩产行业原因： 1、据上海证券报5月6日报道，英伟达与康宁达成长期合作，康宁将新建三家美国工厂，把美国光连接产能提升10倍、光纤产量提升逾50%。 2、央视财经4月18日报道，过去一年G.657.A2光纤价格由32元/芯公里飙至240元，涨幅650%。公司原因： 1、据2026年4月25日年报及2026年4月30日互动易，公司800G光模块已规模出货，空芯光纤实现量产，光电智连系统直接配套AI万卡集群，受益算力基建提速。 2、据中金公司2026年5月1日研报，光纤价格自2025年底全面上涨，公司作为头部供应商产能利用率提升，推动2026Q1归母净利同比增46.42%。 3、据2026年4月15日公告及2026年5月7日证券时报，公司将2亿元募集资金转投“新型储能低碳智造项目”，新增20GWh/年储能系统产能，并于酒泉新设储能科技公司加码布局。	公司中标约15.18亿元国内某互联网企业耗材集采招标项目	2026-05-08\|40.90\|6.57\|38.20\|41.16\|38.20\|3121181;2026-05-11\|43.86\|7.24\|44.98\|44.99\|42.75\|4148832;2026-05-12\|44.08\|0.50\|44.00\|46.18\|43.25\|4281311;2026-05-13\|43.60\|-1.09\|42.54\|43.94\|42.54\|2852067;2026-05-14\|44.10\|1.15\|44.50\|45.96\|43.68\|3745868;2026-05-15\|40.99\|-7.05\|44.38\|44.90\|40.11\|3651492;2026-05-18\|43.95\|7.22\|41.90\|44.68\|41.90\|3262116;2026-05-19\|44.55\|1.37\|43.00\|44.90\|41.29\|3196647;2026-05-20\|45.41\|1.93\|44.55\|47.40\|43.80\|3397230;2026-05-21\|41.90\|-7.73\|45.00\|45.77\|41.85\|3085398;2026-05-22\|43.82\|4.58\|42.69\|43.88\|42.48\|2264915;2026-05-25\|42.89\|-2.12\|44.29\|44.66\|41.80\|2809496;2026-05-26\|40.48\|-5.62\|42.00\|42.05\|39.26\|2931741;2026-05-27\|39.05\|-3.53\|39.80\|40.90\|38.82\|2221748;2026-05-28\|40.52\|3.76\|39.25\|40.74\|37.75\|2400489;2026-05-29\|42.19\|4.12\|41.00\|43.60\|38.85\|3852300;2026-06-01\|39.39\|-6.64\|42.00\|42.15\|39.07\|2462325;2026-06-02\|42.89\|8.89\|39.03\|43.33\|39.03\|4059782;2026-06-03\|44.98\|4.87\|43.89\|46.98\|43.40\|4191823;2026-06-04\|46.06\|2.40\|43.81\|47.18\|43.81\|3543682;2026-06-05\|46.07\|0.02\|45.08\|49.37\|44.95\|4065648;2026-06-08\|49.53\|7.51\|44.00\|50.68\|44.00\|5131565;2026-06-09\|54.48\|9.99\|50.53\|54.48\|48.56\|4848082;2026-06-10\|50.20\|-7.86\|52.50\|53.79\|49.18\|3836724;2026-06-11\|49.27\|-1.85\|49.69\|51.00\|48.05\|2899092;2026-06-12\|48.60\|-1.36\|50.72\|52.20\|48.59\|3301235;2026-06-15\|51.35\|5.66\|49.97\|51.47\|46.88\|3099242;2026-06-16\|54.15\|5.45\|51.40\|55.16\|51.00\|3175822;2026-06-17\|54.91\|1.40\|52.65\|56.32\|52.63\|3096590;2026-06-18\|56.55\|2.99\|54.13\|57.77\|54.13\|2846263;2026-06-22\|59.63\|5.45\|58.38\|61.18\|57.57\|2993802;2026-06-23\|61.73\|3.52\|60.30\|64.64\|58.47\|3239779;2026-06-24\|61.91\|0.29\|60.00\|63.99\|59.80\|2991124;2026-06-25\|68.10\|10.00\|63.40\|68.10\|61.81\|3160833;2026-06-26\|61.29\|-10.00\|65.66\|66.48\|61.29\|3954530;2026-06-29\|58.84\|-4.00\|60.00\|62.26\|56.39\|3192123;2026-06-30\|60.68\|3.13\|59.81\|61.50\|58.05\|2517377;2026-07-01\|55.42\|-8.67\|60.10\|60.13\|54.61\|3575366;2026-07-02\|51.58\|-6.93\|52.65\|54.31\|50.60\|2791416;2026-07-03\|50.22\|-2.64\|50.82\|52.50\|50.11\|2334801;2026-07-06\|48.03\|-4.36\|51.67\|51.95\|46.58\|2686918;2026-07-07\|47.27\|-1.58\|47.94\|48.68\|46.68\|1928746;2026-07-08\|44.86\|-5.10\|47.97\|48.20\|44.71\|2203827;2026-07-09\|47.14\|5.08\|45.85\|47.28\|43.28\|3392001;2026-07-10\|45.91\|-2.61\|47.34\|49.78\|45.89\|3183892;2026-07-13\|41.32\|-10.00\|44.88\|45.68\|41.32\|2551049;2026-07-14\|42.85\|3.70\|41.00\|42.86\|40.00\|2374427;2026-07-15\|40.70\|-4.44\|42.87\|43.37\|40.55\|2103329;2026-07-16\|37.39\|-8.13\|39.51\|40.33\|36.90\|2353413;2026-07-17\|33.65\|-10.00\|37.13\|37.80\|33.65\|2623648;2026-07-20\|32.22\|-4.25\|34.72\|35.21\|30.98\|2945466;2026-07-21\|34.63\|7.48\|32.86\|34.73\|29.00\|4094421;2026-07-22\|32.50\|-6.15\|34.00\|34.85\|32.27\|3042708;2026-07-23\|32.99\|1.51\|33.02\|33.99\|32.32\|2104220;2026-07-24\|31.39\|-4.85\|32.55\|32.69\|31.18\|1689950;2026-07-27\|32.66\|4.05\|31.39\|32.75\|30.92\|1709189;2026-07-28\|29.96\|-8.27\|31.83\|32.32\|29.64\|1971285;2026-07-29\|29.34\|-2.07\|30.02\|30.28\|28.30\|2079792;2026-07-30\|27.70\|-5.59\|29.18\|29.63\|27.02\|2196712;2026-07-31\|28.52\|2.96\|29.60\|30.10\|28.51\|2543842;2026-08-03\|28.39\|-0.46\|28.15\|28.84\|28.01\|1641813;2026-08-04\|29.94\|5.46\|28.89\|30.15\|28.79\|2406970;2026-08-05\|32.00\|6.88\|29.00\|32.70\|29.00\|3604514;2026-08-06\|32.29\|0.91\|31.25\|33.09\|31.25\|2897839;2026-08-07\|33.67\|4.27\|32.20\|34.08\|32.03\|3425201;2026-08-10\|32.92\|-2.23\|34.11\|34.34\|32.22\|2605003;2026-08-11\|32.34\|-1.76\|32.33\|33.20\|31.87\|1914376;2026-08-12\|33.55\|3.74\|32.38\|33.87\|32.25\|2245192;2026-08-13\|32.90\|-1.94\|34.01\|34.49\|32.88\|2561289;2026-08-14\|35.55\|8.05\|33.33\|35.75\|33.12\|3858654;2026-08-17\|35.90\|0.98\|35.59\|36.15\|35.02\|3563203;2026-08-18\|35.29\|-1.70\|35.85\|36.80\|35.03\|2814090;2026-08-19\|32.02\|-9.27\|33.88\|34.05\|31.76\|2630894;2026-08-20\|32.84\|2.56\|32.44\|33.43\|31.68\|1927782;2026-08-21\|33.43\|1.80\|32.40\|33.80\|32.02\|1547905;2026-08-24\|32.53\|-2.69\|33.42\|33.43\|31.78\|1532853;2026-08-25\|33.89\|4.18\|31.80\|34.65\|31.31\|2519593;2026-08-26\|33.41\|-1.42\|33.98\|34.16\|33.20\|1745531;2026-08-27\|36.08\|7.99\|33.80\|36.13\|33.80\|3342899;2026-08-28\|35.04\|-2.88\|35.70\|36.39\|35.01\|2668740;2026-08-31\|35.18\|0.40\|34.29\|35.41\|34.29\|1729427;2026-09-01\|34.01\|-3.33\|35.30\|35.30\|33.85\|1681376;2026-09-02\|33.64\|-1.09\|33.35\|34.20\|33.01\|1339054;2026-09-03\|32.91\|-2.17\|33.99\|34.10\|32.66\|1352706;2026-09-04\|31.70\|-3.68\|33.16\|33.40\|31.50\|1466187;2026-09-07\|32.72\|3.22\|32.10\|32.85\|31.97\|1263320;2026-09-08\|32.51\|-0.64\|32.82\|33.43\|32.32\|1472328;2026-09-09\|34.12\|4.95\|33.40\|34.39\|33.21\|2644969;2026-09-10\|33.30\|-2.40\|33.70\|33.90\|33.24\|1278551;2026-09-11\|34.49\|3.57\|32.66\|34.56\|32.66\|2655209
119858	MPO、FAU、CPO等行业新技术受关注	鸿海“提前供货”英伟达全光CPO机柜+AI服务器行业原因： 5月13日，据新华财经援引美媒报道，英伟达首席执行官黄仁勋将作为临时增加的人员，随美国总统特朗普一同访华。公司原因： 1、据财闻援引台媒报道，市场传出，鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台。 2、据2026年4月17日投资者关系活动记录表，CPO全光交换机样机已投产，800G及以上交换机出货量同比增1.6倍、环比增46%。 3、据2026年4月29日一季报，云计算收入同比增1倍，AI GPU机柜出货量同比增3.8倍，AI ASIC服务器出货量同比增3.2倍。	消息称鸿海集团“全光CPO交换机机柜”已提前向大客户英伟达交货，且出货目标从原先预估的2026年超过1万台，大幅上修至2026至2027年合计超过5万台	2026-05-08\|63.28\|-1.40\|63.00\|64.20\|62.77\|1620171;2026-05-11\|65.85\|4.06\|64.20\|65.87\|63.00\|2724029;2026-05-12\|64.40\|-2.20\|65.87\|65.90\|63.23\|2135259;2026-05-13\|70.84\|10.00\|64.10\|70.84\|63.86\|4073570;2026-05-14\|68.60\|-3.16\|74.00\|74.00\|67.28\|4017452;2026-05-15\|67.62\|-1.43\|69.50\|71.76\|67.37\|3425679;2026-05-18\|68.98\|2.01\|65.88\|70.23\|64.95\|2518482;2026-05-19\|68.56\|-0.61\|68.30\|69.04\|66.40\|1914640;2026-05-20\|68.15\|-0.60\|68.20\|68.49\|66.50\|2102607;2026-05-21\|65.50\|-3.89\|69.20\|69.50\|65.00\|2096550;2026-05-22\|67.16\|2.53\|66.11\|67.66\|64.50\|1947455;2026-05-25\|70.30\|4.68\|68.00\|70.50\|67.30\|2659917;2026-05-26\|69.98\|-0.46\|69.86\|70.80\|68.00\|2189253;2026-05-27\|70.08\|0.14\|69.90\|73.74\|69.69\|2892366;2026-05-28\|75.00\|7.02\|70.00\|76.28\|68.89\|3616913;2026-05-29\|73.40\|-2.13\|78.75\|79.63\|73.10\|3593584;2026-06-01\|73.75\|0.48\|75.20\|76.50\|72.19\|3013251;2026-06-02\|80.01\|8.49\|75.00\|81.11\|73.85\|3778912;2026-06-03\|81.05\|1.30\|79.95\|84.95\|78.43\|3866136;2026-06-04\|78.55\|-3.08\|80.00\|80.86\|77.35\|2805857;2026-06-05\|74.06\|-5.72\|77.50\|78.21\|73.10\|2616486;2026-06-08\|70.48\|-4.83\|69.99\|73.30\|69.34\|1973161;2026-06-09\|74.74\|6.04\|71.99\|74.88\|70.88\|2025786;2026-06-10\|71.13\|-4.83\|72.90\|73.50\|70.25\|1464118;2026-06-11\|69.52\|-2.26\|69.82\|71.55\|68.20\|1484767;2026-06-12\|70.13\|0.88\|71.94\|72.26\|70.00\|1465028;2026-06-15\|73.40\|4.66\|71.47\|73.40\|70.48\|1626218;2026-06-16\|72.90\|-0.68\|73.40\|74.99\|72.50\|1741995;2026-06-17\|72.64\|-0.36\|71.70\|72.83\|71.00\|1654286;2026-06-18\|78.08\|7.49\|72.00\|79.90\|71.95\|4249682;2026-06-22\|78.88\|1.02\|78.08\|79.41\|75.80\|2989520;2026-06-23\|74.10\|-6.06\|78.88\|78.89\|73.70\|2416537;2026-06-24\|76.78\|3.62\|73.00\|76.99\|73.00\|2147290;2026-06-25\|76.99\|0.27\|77.59\|77.70\|74.85\|1961813;2026-06-26\|70.22\|-8.79\|75.00\|75.00\|70.00\|2623513;2026-06-29\|69.61\|-0.87\|69.30\|71.46\|66.50\|1964970;2026-06-30\|72.15\|3.65\|69.56\|72.96\|69.18\|1637706;2026-07-01\|70.00\|-2.98\|73.00\|73.88\|69.50\|1629668;2026-07-02\|64.02\|-8.54\|67.46\|67.47\|63.63\|1935914;2026-07-03\|64.72\|1.09\|63.50\|66.22\|62.99\|1301297;2026-07-06\|63.59\|-1.75\|65.77\|66.00\|61.50\|1231123;2026-07-07\|63.78\|0.30\|63.17\|64.65\|62.50\|958989;2026-07-08\|66.01\|3.50\|65.00\|67.57\|64.32\|1803771;2026-07-09\|69.53\|5.33\|66.61\|69.66\|65.61\|1736829;2026-07-10\|66.27\|-4.69\|71.00\|71.00\|66.20\|2082384;2026-07-13\|63.08\|-4.81\|65.30\|66.16\|62.50\|1264134;2026-07-14\|65.60\|3.99\|62.90\|65.75\|62.08\|1422285;2026-07-15\|63.62\|-3.02\|65.88\|65.99\|63.50\|917560;2026-07-16\|63.02\|-0.94\|62.35\|64.94\|61.46\|982867;2026-07-17\|57.59\|-8.62\|62.02\|62.44\|56.82\|1549042;2026-07-20\|56.50\|-1.89\|58.88\|59.69\|55.04\|1477885;2026-07-21\|60.98\|7.93\|57.50\|61.90\|55.31\|1856786;2026-07-22\|60.71\|-0.44\|60.26\|62.98\|59.88\|1586872;2026-07-23\|62.88\|3.57\|61.99\|64.15\|60.99\|1599235;2026-07-24\|60.25\|-4.18\|61.05\|61.42\|60.17\|1110640;2026-07-27\|61.55\|2.16\|59.88\|61.55\|59.50\|815802;2026-07-28\|58.08\|-5.64\|58.88\|60.79\|57.80\|1245020;2026-07-29\|57.75\|-0.57\|58.08\|58.90\|55.70\|1156169;2026-07-30\|53.80\|-6.84\|57.00\|57.38\|53.22\|1525984;2026-07-31\|56.70\|5.39\|57.14\|57.57\|56.30\|1481833;2026-08-03\|55.90\|-0.27\|55.53\|56.80\|54.64\|948043;2026-08-04\|59.93\|7.21\|56.81\|60.00\|56.81\|1679347;2026-08-05\|65.92\|9.99\|59.00\|65.92\|58.90\|2882234;2026-08-06\|68.27\|3.56\|65.55\|69.80\|64.87\|2466615;2026-08-07\|68.18\|-0.13\|68.27\|69.65\|67.48\|1610439;2026-08-10\|69.18\|1.47\|69.00\|70.97\|67.65\|1644179;2026-08-11\|66.01\|-4.58\|67.93\|68.19\|65.52\|1358341;2026-08-12\|65.60\|-0.62\|66.46\|66.77\|64.51\|1301531;2026-08-13\|65.23\|-0.56\|67.99\|68.08\|65.20\|1468897;2026-08-14\|66.19\|1.47\|65.60\|66.48\|64.80\|1071503;2026-08-17\|68.23\|3.08\|67.00\|68.50\|66.43\|1615543;2026-08-18\|66.20\|-2.98\|67.70\|67.70\|65.65\|1315817;2026-08-19\|61.83\|-6.60\|64.10\|64.38\|61.30\|1389270;2026-08-20\|62.13\|0.49\|62.50\|62.95\|61.50\|781185;2026-08-21\|62.84\|1.14\|61.65\|63.38\|61.38\|794348;2026-08-24\|60.40\|-3.88\|62.70\|62.70\|59.22\|980155;2026-08-25\|60.15\|-0.41\|58.75\|60.85\|58.75\|755994;2026-08-26\|60.57\|0.70\|60.20\|60.80\|59.38\|733405;2026-08-27\|63.86\|5.43\|62.00\|64.50\|62.00\|1490388;2026-08-28\|64.04\|0.28\|64.04\|66.69\|63.80\|1579645;2026-08-31\|64.84\|1.25\|63.15\|65.00\|62.50\|1089904;2026-09-01\|62.94\|-2.93\|64.35\|64.50\|62.80\|749913;2026-09-02\|61.80\|-1.81\|61.72\|62.40\|61.40\|619732;2026-09-03\|63.20\|2.27\|63.00\|63.99\|62.30\|919220;2026-09-04\|63.69\|0.78\|63.84\|65.30\|63.30\|1295498;2026-09-07\|66.57\|4.52\|64.60\|66.88\|64.60\|1743476;2026-09-08\|64.75\|-2.73\|66.30\|66.70\|64.55\|1076036;2026-09-09\|65.24\|0.76\|64.90\|66.08\|64.47\|761506;2026-09-10\|63.91\|-2.04\|64.50\|64.66\|63.79\|567595;2026-09-11\|64.07\|0.25\|62.66\|64.49\|62.50\|758983
119857	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-05-08\|886.00\|0.97\|864.95\|898.95\|861.56\|197641;2026-05-11\|940.13\|6.11\|889.06\|946.79\|870.00\|322655;2026-05-12\|1017.99\|8.28\|961.00\|1022.90\|960.00\|345421;2026-05-13\|1049.20\|3.07\|999.68\|1052.20\|991.12\|260005;2026-05-14\|1078.00\|2.74\|1065.00\|1088.88\|1025.10\|300571;2026-05-15\|1049.87\|-2.61\|1068.99\|1099.87\|1034.00\|276253;2026-05-18\|1045.00\|-0.46\|1030.03\|1075.00\|1030.03\|243132;2026-05-19\|1030.00\|-1.44\|1026.00\|1037.38\|988.88\|272749;2026-05-20\|1037.00\|0.68\|1019.11\|1071.00\|1019.11\|225973;2026-05-21\|993.34\|-4.21\|1060.00\|1065.00\|993.34\|237726;2026-05-22\|1037.98\|4.49\|1010.04\|1044.87\|1006.18\|209338;2026-05-25\|1093.00\|5.30\|1054.99\|1094.98\|1025.55\|250761;2026-05-26\|1103.00\|0.91\|1079.00\|1110.00\|1076.00\|234391;2026-05-27\|1111.37\|0.76\|1090.00\|1147.00\|1088.67\|250688;2026-05-28\|1197.99\|7.79\|1100.00\|1199.79\|1085.56\|287465;2026-05-29\|1161.16\|-3.07\|1190.00\|1209.99\|1155.00\|287268;2026-06-01\|1130.00\|-2.68\|1161.00\|1183.61\|1113.90\|269782;2026-06-02\|1191.81\|5.47\|1153.60\|1205.58\|1140.01\|290063;2026-06-03\|1275.00\|6.98\|1220.00\|1320.00\|1220.00\|345251;2026-06-04\|1280.00\|0.39\|1250.00\|1290.00\|1241.36\|217142;2026-06-05\|1179.99\|-7.81\|1273.20\|1301.51\|1160.00\|474741;2026-06-08\|1154.99\|-2.12\|1132.79\|1179.45\|1132.00\|336120;2026-06-09\|1180.00\|2.17\|1140.97\|1196.16\|1126.90\|398930;2026-06-10\|1147.00\|-2.80\|1150.00\|1174.00\|1128.80\|228965;2026-06-11\|1124.00\|-2.01\|1136.00\|1174.90\|1093.00\|305924;2026-06-12\|1149.00\|2.22\|1182.00\|1188.50\|1128.18\|346851;2026-06-15\|1245.00\|8.36\|1175.00\|1245.00\|1122.00\|342237;2026-06-16\|1248.09\|0.25\|1240.00\|1273.68\|1232.46\|232822;2026-06-17\|1276.11\|2.25\|1228.00\|1276.13\|1220.05\|217562;2026-06-18\|1367.88\|7.19\|1270.00\|1368.50\|1268.73\|285516;2026-06-22\|1382.33\|1.06\|1367.78\|1416.88\|1343.38\|280333;2026-06-23\|1310.01\|-5.23\|1395.00\|1395.00\|1300.00\|291773;2026-06-24\|1312.18\|0.17\|1313.61\|1344.88\|1282.15\|262257;2026-06-25\|1323.40\|0.86\|1326.00\|1345.09\|1280.02\|376090;2026-06-26\|1253.89\|-5.25\|1296.00\|1296.94\|1235.13\|352811;2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877;2026-07-27\|1076.94\|2.91\|1021.02\|1080.00\|1003.33\|255903;2026-07-28\|908.00\|-15.69\|1001.06\|1018.00\|899.99\|541051;2026-07-29\|951.00\|4.74\|915.00\|965.00\|889.50\|468715;2026-07-30\|864.00\|-9.15\|919.01\|933.00\|793.03\|693702;2026-07-31\|902.01\|4.40\|960.00\|986.89\|901.00\|569420;2026-08-03\|902.50\|0.05\|891.00\|933.61\|875.87\|321852;2026-08-04\|1021.99\|13.24\|940.00\|1033.89\|934.44\|505913;2026-08-05\|947.74\|-7.27\|880.00\|983.17\|880.00\|723230;2026-08-06\|955.00\|0.77\|901.02\|995.00\|882.55\|422951;2026-08-07\|919.87\|-3.68\|981.09\|999.88\|902.00\|571892;2026-08-10\|864.58\|-6.01\|917.99\|919.80\|835.00\|525921;2026-08-11\|886.96\|2.59\|880.14\|898.48\|850.40\|339737;2026-08-12\|921.00\|3.84\|880.13\|936.80\|876.01\|310729;2026-08-13\|921.04\|0.00\|960.00\|966.06\|920.66\|293371;2026-08-14\|943.00\|2.38\|930.00\|948.77\|916.00\|200147;2026-08-17\|1001.03\|6.15\|949.00\|1014.87\|917.46\|363257;2026-08-18\|988.10\|-1.29\|1000.00\|1009.00\|971.81\|220739;2026-08-19\|895.60\|-9.36\|943.88\|953.08\|886.00\|358012;2026-08-20\|904.20\|0.96\|904.99\|912.01\|881.00\|227062;2026-08-21\|943.00\|4.29\|909.00\|943.88\|901.40\|287039;2026-08-24\|870.22\|-7.72\|945.00\|949.73\|850.00\|389093;2026-08-25\|846.00\|-2.78\|850.23\|871.91\|837.12\|293560;2026-08-26\|850.90\|0.58\|855.00\|866.00\|830.00\|218110;2026-08-27\|866.12\|1.79\|877.01\|880.00\|860.05\|261548;2026-08-28\|858.35\|-0.90\|863.99\|915.88\|856.63\|317196;2026-08-31\|851.90\|-0.75\|830.00\|863.56\|830.00\|224228;2026-09-01\|859.30\|0.87\|852.50\|887.00\|837.33\|286622;2026-09-02\|822.40\|-4.29\|840.01\|848.00\|814.06\|266699;2026-09-03\|813.00\|-1.14\|833.20\|835.90\|804.02\|216429;2026-09-04\|814.00\|0.12\|825.01\|834.96\|808.90\|211066;2026-09-07\|898.46\|10.38\|838.61\|902.26\|836.13\|431303;2026-09-08\|902.37\|0.44\|899.20\|933.98\|894.00\|287658;2026-09-09\|908.90\|0.72\|932.50\|934.49\|901.00\|201100;2026-09-10\|890.10\|-2.07\|890.01\|909.00\|882.01\|173099;2026-09-11\|926.00\|4.03\|898.17\|929.80\|891.17\|327813
119856	MPO、FAU、CPO等行业新技术受关注	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	2026-05-08\|551.67\|-2.10\|553.00\|560.99\|546.47\|298005;2026-05-11\|563.70\|2.18\|554.00\|569.99\|525.25\|581077;2026-05-12\|592.52\|5.11\|575.00\|599.75\|570.91\|524973;2026-05-13\|628.99\|6.16\|585.11\|630.79\|582.18\|423739;2026-05-14\|617.90\|-1.76\|641.50\|653.70\|606.90\|382290;2026-05-15\|610.05\|-1.27\|617.00\|629.68\|586.28\|356062;2026-05-18\|599.92\|-1.66\|599.00\|617.27\|593.00\|292637;2026-05-19\|572.50\|-4.57\|599.51\|599.91\|560.31\|339052;2026-05-20\|587.97\|2.70\|575.39\|600.88\|571.51\|326624;2026-05-21\|566.00\|-3.74\|588.33\|603.53\|565.27\|328097;2026-05-22\|606.77\|7.20\|577.33\|613.88\|570.00\|404278;2026-05-25\|659.01\|8.61\|620.13\|660.06\|595.01\|476893;2026-05-26\|700.00\|6.22\|656.00\|703.58\|655.00\|463532;2026-05-27\|695.00\|-0.71\|690.53\|715.00\|683.83\|351379;2026-05-28\|718.34\|3.36\|695.00\|727.00\|671.77\|339478;2026-05-29\|706.45\|-1.66\|718.00\|733.99\|701.01\|332555;2026-06-01\|679.82\|-3.77\|709.14\|713.73\|673.10\|295925;2026-06-02\|747.00\|9.88\|696.00\|752.00\|693.10\|387107;2026-06-03\|782.25\|4.72\|760.00\|815.98\|758.07\|426909;2026-06-04\|775.94\|-0.81\|773.46\|785.97\|764.00\|254101;2026-06-05\|748.00\|-3.60\|790.00\|818.38\|730.00\|441765;2026-06-08\|725.00\|-3.07\|711.11\|745.00\|705.89\|322561;2026-06-09\|785.73\|8.38\|748.89\|795.00\|738.00\|348609;2026-06-10\|772.50\|-1.68\|770.00\|799.75\|760.10\|308882;2026-06-11\|526.00\|-4.55\|552.00\|575.00\|498.67\|667564;2026-06-12\|506.46\|-3.71\|540.00\|544.98\|502.80\|654443;2026-06-15\|540.49\|6.72\|515.00\|540.88\|490.13\|612302;2026-06-16\|549.00\|1.57\|541.51\|561.77\|535.01\|405700;2026-06-17\|557.88\|1.62\|545.70\|558.50\|537.11\|389548;2026-06-18\|581.48\|4.23\|552.66\|588.00\|551.18\|428749;2026-06-22\|579.97\|-0.26\|584.10\|591.00\|560.00\|455114;2026-06-23\|552.00\|-4.82\|575.00\|587.00\|540.00\|444398;2026-06-24\|555.30\|0.60\|552.00\|574.48\|546.00\|405643;2026-06-25\|610.49\|9.94\|560.00\|610.80\|550.06\|694274;2026-06-26\|566.00\|-7.29\|598.00\|598.00\|550.00\|617733;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
119855	MPO、FAU、CPO等行业新技术受关注	800G光模块+AI算力+武汉国资行业原因：国泰海通5月22日研报指出，谷歌、微软、Meta上调2026年资本开支，与此同时，NPO、轻相干等新型互联技术持续演进。在AI需求爆发的背景下，光互联已成为决定AI基础设施性能和算力利用率的重要因素，光通信行业增速有望持续高于整体Capex增速。公司原因： 1、据2026年5月6日互动易，公司800G LPO已批量交付北美头部A客户且订单持续追加，1.6T光模块在海外集成商批量出货，国内算力中心800G订单同比显著增长，今明两年海内外需求均呈爆发态势。 2、据2026年3月26日年报及2026年5月15日证券时报，公司800G以上高端光模块Q1销售额同比增长13974%，并建成全球首条3.2T CPO量产线，月产能20万只，已通过微软Azure及英伟达验证。 3、据2025年度报告，公司最终控制人为武汉市国资委，已形成联接、感知、智能制造三大AI赋能业务，光模块年产能超3000万只，位列全球前十。	据央视财经报道，今年以来，公司旗下核心子公司华工正源800G以上光模块出口同比增长超过100倍	2026-05-08\|136.69\|2.39\|130.79\|136.90\|129.28\|1057049;2026-05-11\|147.56\|7.95\|139.98\|148.78\|139.93\|1053847;2026-05-12\|144.16\|-2.30\|146.98\|150.50\|144.00\|990431;2026-05-13\|142.10\|-1.43\|140.00\|143.62\|136.80\|976177;2026-05-14\|137.40\|-3.31\|143.88\|146.20\|137.35\|905534;2026-05-15\|133.98\|-2.49\|138.10\|142.98\|130.26\|886672;2026-05-18\|147.38\|10.00\|137.53\|147.38\|137.03\|676805;2026-05-19\|158.40\|7.48\|151.06\|159.69\|147.28\|1422733;2026-05-20\|163.42\|3.17\|158.41\|170.88\|158.41\|1306426;2026-05-21\|153.96\|-5.79\|164.01\|165.80\|152.99\|1211819;2026-05-22\|156.31\|1.53\|155.55\|159.14\|153.60\|908112;2026-05-25\|171.94\|10.00\|157.00\|171.94\|155.50\|1090618;2026-05-26\|170.32\|-0.94\|171.94\|175.80\|165.96\|1116062;2026-05-27\|159.88\|-6.13\|166.95\|170.99\|159.00\|1070289;2026-05-28\|165.63\|3.60\|158.01\|167.10\|155.71\|815956;2026-05-29\|151.92\|-8.28\|166.34\|166.34\|150.28\|1057532;2026-06-01\|143.07\|-5.83\|154.90\|154.92\|142.58\|850159;2026-06-02\|149.25\|4.32\|144.80\|151.36\|141.22\|775330;2026-06-03\|154.39\|3.44\|153.98\|160.68\|150.70\|1014860;2026-06-04\|158.36\|2.57\|150.01\|161.09\|150.01\|764054;2026-06-05\|157.20\|-0.73\|156.30\|165.87\|155.86\|921741;2026-06-08\|148.85\|-5.31\|146.00\|154.78\|146.00\|687510;2026-06-09\|155.53\|4.49\|152.62\|155.79\|149.02\|649279;2026-06-10\|149.00\|-4.20\|152.80\|153.13\|147.01\|524023;2026-06-11\|150.50\|1.01\|148.01\|152.50\|147.13\|491338;2026-06-12\|151.01\|0.51\|155.01\|155.58\|151.01\|627813;2026-06-15\|160.98\|6.60\|152.98\|160.99\|147.01\|769126;2026-06-16\|164.00\|1.88\|161.00\|166.66\|159.08\|776303;2026-06-17\|170.51\|3.97\|161.65\|172.80\|161.00\|771903;2026-06-18\|177.55\|4.13\|169.11\|181.57\|168.72\|780774;2026-06-22\|174.67\|-1.62\|180.91\|181.05\|169.46\|905966;2026-06-23\|163.66\|-6.30\|172.79\|172.79\|162.51\|766124;2026-06-24\|167.89\|2.58\|162.00\|168.00\|161.30\|548837;2026-06-25\|173.58\|3.39\|168.78\|174.34\|165.40\|608961;2026-06-26\|160.94\|-7.28\|171.00\|171.87\|160.00\|667932;2026-06-29\|177.03\|10.00\|172.00\|177.03\|169.26\|1141374;2026-06-30\|184.61\|4.28\|179.00\|187.66\|173.03\|1090497;2026-07-01\|173.55\|-5.99\|184.00\|187.66\|171.80\|905333;2026-07-02\|156.20\|-10.00\|164.84\|164.84\|156.20\|809448;2026-07-03\|153.95\|-1.44\|151.69\|159.86\|149.90\|577387;2026-07-06\|149.70\|-2.76\|156.09\|156.78\|145.50\|486560;2026-07-07\|153.59\|2.60\|149.09\|155.60\|148.01\|487453;2026-07-08\|147.50\|-3.97\|153.00\|154.87\|145.50\|440562;2026-07-09\|159.00\|7.80\|150.00\|159.68\|147.00\|602126;2026-07-10\|158.07\|-0.58\|165.98\|168.98\|157.80\|737614;2026-07-13\|154.24\|-2.42\|155.01\|162.47\|152.18\|562193;2026-07-14\|159.84\|3.63\|152.26\|160.00\|142.50\|729549;2026-07-15\|145.21\|-9.15\|154.36\|154.36\|145.00\|611257;2026-07-16\|130.69\|-10.00\|135.02\|140.00\|130.69\|631248;2026-07-17\|117.62\|-10.00\|128.80\|130.00\|117.62\|639085;2026-07-20\|105.86\|-10.00\|118.00\|119.40\|105.86\|665761;2026-07-21\|113.15\|6.89\|104.90\|114.15\|95.27\|1019681;2026-07-22\|113.51\|0.32\|113.16\|119.51\|112.49\|823559;2026-07-23\|111.91\|-1.41\|113.90\|117.00\|111.19\|471647;2026-07-24\|108.19\|-3.32\|108.03\|112.00\|107.36\|375655;2026-07-27\|111.76\|3.30\|107.52\|111.85\|105.86\|389411;2026-07-28\|100.58\|-10.00\|107.63\|109.52\|100.58\|515133;2026-07-29\|100.26\|-0.32\|100.61\|101.62\|93.90\|643352;2026-07-30\|91.10\|-9.14\|98.01\|99.80\|90.23\|735040;2026-07-31\|95.37\|4.69\|98.48\|99.92\|95.37\|590788;2026-08-03\|93.17\|-2.31\|95.00\|95.83\|92.16\|368786;2026-08-04\|100.65\|8.03\|95.71\|101.80\|95.20\|580696;2026-08-05\|100.43\|-0.22\|93.17\|102.41\|93.17\|1058034;2026-08-06\|103.01\|2.57\|97.32\|106.27\|97.03\|804350;2026-08-07\|106.60\|3.49\|105.00\|108.56\|102.85\|883547;2026-08-10\|103.68\|-2.74\|107.50\|107.82\|101.19\|616771;2026-08-11\|103.80\|0.12\|103.41\|105.83\|101.21\|437708;2026-08-12\|106.32\|2.43\|103.21\|108.28\|102.77\|496091;2026-08-13\|107.04\|0.68\|108.67\|111.68\|106.99\|711114;2026-08-14\|109.79\|2.57\|107.51\|109.98\|106.84\|518675;2026-08-17\|113.66\|3.52\|110.14\|113.80\|108.99\|663435;2026-08-18\|111.95\|-1.50\|113.90\|114.58\|110.23\|503756;2026-08-19\|102.35\|-8.58\|107.48\|108.85\|100.76\|569586;2026-08-20\|104.18\|1.79\|104.07\|105.85\|102.18\|369686;2026-08-21\|106.78\|2.50\|103.71\|108.00\|103.50\|347575;2026-08-24\|103.35\|-3.21\|106.31\|107.37\|100.85\|342303;2026-08-25\|105.27\|1.86\|101.06\|106.49\|100.02\|348942;2026-08-26\|103.80\|-1.40\|105.60\|106.88\|101.63\|310594;2026-08-27\|104.90\|1.06\|102.01\|106.73\|99.00\|660667;2026-08-28\|102.93\|-1.88\|104.95\|107.58\|102.79\|456895;2026-08-31\|104.75\|1.77\|101.04\|104.79\|100.88\|350265;2026-09-01\|101.53\|-3.07\|104.68\|105.71\|100.60\|352981;2026-09-02\|99.30\|-2.20\|100.03\|101.00\|98.54\|284166;2026-09-03\|98.98\|-0.32\|101.05\|101.68\|97.86\|238376;2026-09-04\|95.60\|-3.41\|99.58\|100.86\|94.61\|364688;2026-09-07\|101.91\|6.60\|97.32\|102.08\|96.66\|491754;2026-09-08\|100.53\|-1.35\|102.00\|103.44\|100.22\|325434;2026-09-09\|108.79\|8.22\|108.57\|110.58\|108.10\|1012307;2026-09-10\|105.80\|-2.75\|108.00\|110.68\|105.10\|827074;2026-09-11\|103.88\|-1.81\|105.57\|107.43\|101.04\|600657
119854	MPO、FAU、CPO等行业新技术受关注	光刻机滤光片+光通信+业绩高增 1、据2025年5月29日投资者关系活动记录表，戴斯光电生产的高端滤光片组件具有透过率点位精准、综合性能指标领先的特点，间接应用于ASML光刻机产品。表明了戴斯光电在相关产品方面的技术和制造能力得到了业内权威客户的认可。此外，戴斯光电研制的棱镜、波片、PBS、柱面镜、透镜等光学元件产品，以及声光调制器、电光调制器、隔离器、2D/3D光学AOI检测模组等产品也可应用于半导体检测领域，终端客户包括华为等。 2、据2026年3月3日异动公告，公司及子公司湖南戴斯光电有限公司的光学产品可应用于“无人机”与“光通信”等领域。其中，子公司戴斯光电研发的棱镜、PBS、柱面镜等光学元件，其终端应用涉及“光通信”领域，目前也仍处于研发阶段，未来发展存在一定的不确定性，相关产品暂未形成实质性收入。 3、据2026年2月27日业绩快报，2025年营收65,830.47万元、同比增长44.79%，归母净利润6,345.91万元、同比增长18.77%。	公司及子公司湖南戴斯光电有限公司的光学产品可应用于无人机与光通信等领域	2026-05-08\|107.30\|8.69\|98.20\|107.30\|97.14\|69143;2026-05-11\|110.59\|3.07\|105.00\|111.89\|103.60\|90748;2026-05-12\|115.79\|4.70\|111.70\|118.99\|106.01\|74323;2026-05-13\|121.70\|5.10\|114.04\|129.00\|111.82\|69337;2026-05-14\|131.18\|7.79\|125.00\|135.00\|123.00\|60099;2026-05-15\|127.21\|-3.03\|131.18\|134.92\|123.00\|56436;2026-05-18\|129.20\|1.56\|127.21\|131.88\|125.43\|53414;2026-05-19\|88.48\|-3.83\|93.38\|100.30\|87.58\|102230;2026-05-20\|91.80\|3.75\|89.39\|92.64\|84.88\|74241;2026-05-21\|88.10\|-4.03\|93.64\|96.87\|87.55\|70729;2026-05-22\|89.08\|1.11\|90.00\|92.99\|87.10\|71481;2026-05-25\|83.21\|-6.59\|89.60\|89.61\|81.70\|101269;2026-05-26\|81.58\|-1.96\|82.69\|83.50\|80.02\|56721;2026-05-27\|79.58\|-2.45\|80.50\|81.82\|78.76\|61913;2026-05-28\|78.13\|-1.82\|79.00\|79.33\|73.80\|84297;2026-05-29\|71.99\|-7.86\|78.38\|80.00\|71.49\|64729;2026-06-01\|67.30\|-6.51\|71.73\|72.33\|67.18\|59160;2026-06-02\|67.84\|0.80\|67.70\|70.70\|66.63\|68608;2026-06-03\|71.55\|5.47\|68.65\|74.50\|68.21\|84818;2026-06-04\|69.50\|-2.87\|69.17\|70.33\|68.20\|57474;2026-06-05\|67.63\|-2.69\|68.61\|71.58\|67.12\|56921;2026-06-08\|61.34\|-9.30\|62.72\|66.00\|60.24\|80607;2026-06-09\|63.72\|3.88\|62.95\|64.33\|60.89\|59849;2026-06-10\|61.54\|-3.42\|63.07\|63.07\|60.56\|49379;2026-06-11\|63.22\|2.73\|61.85\|64.67\|60.71\|69999;2026-06-12\|61.77\|-2.29\|66.52\|66.96\|61.60\|59607;2026-06-15\|68.57\|11.01\|61.80\|69.12\|61.80\|78304;2026-06-16\|67.39\|-1.72\|69.00\|69.74\|66.72\|74808;2026-06-17\|73.00\|8.32\|66.05\|75.00\|66.05\|96987;2026-06-18\|75.58\|3.53\|72.80\|76.98\|71.70\|92952;2026-06-22\|70.40\|-6.85\|77.05\|77.05\|67.30\|116586;2026-06-23\|69.60\|-1.14\|69.79\|71.47\|67.90\|56865;2026-06-24\|79.00\|13.51\|69.38\|81.50\|69.38\|123781;2026-06-25\|80.54\|1.95\|80.00\|81.10\|76.21\|104367;2026-06-26\|75.05\|-6.82\|80.14\|80.14\|74.66\|77406;2026-06-29\|75.00\|-0.07\|74.67\|80.57\|70.00\|86482;2026-06-30\|79.95\|6.60\|75.00\|82.50\|74.13\|101326;2026-07-01\|77.07\|-3.60\|79.16\|82.66\|76.00\|84519;2026-07-02\|79.49\|3.14\|74.11\|83.50\|72.55\|122607;2026-07-03\|72.59\|-8.68\|79.01\|80.10\|72.24\|92809;2026-07-06\|65.01\|-10.44\|72.70\|73.64\|64.42\|81657;2026-07-07\|61.15\|-5.94\|65.50\|65.50\|59.81\|75432;2026-07-08\|64.45\|5.40\|61.55\|67.39\|58.31\|76983;2026-07-09\|70.85\|9.93\|67.00\|71.50\|65.00\|85261;2026-07-10\|65.47\|-7.59\|70.92\|71.10\|65.20\|68201;2026-07-13\|58.98\|-9.91\|64.97\|65.42\|58.66\|62613;2026-07-14\|61.80\|4.78\|59.50\|62.32\|56.35\|55714;2026-07-15\|58.18\|-5.86\|62.45\|62.83\|57.77\|44766;2026-07-16\|55.17\|-5.17\|57.10\|60.30\|54.41\|61519;2026-07-17\|47.37\|-14.14\|55.50\|56.66\|46.32\|92134;2026-07-20\|40.13\|-15.28\|48.26\|48.99\|39.34\|92330;2026-07-21\|45.19\|12.61\|41.51\|45.34\|35.41\|91479;2026-07-22\|44.06\|-2.50\|45.00\|46.49\|43.27\|64546;2026-07-23\|43.80\|-0.59\|44.07\|45.98\|43.00\|48477;2026-07-24\|42.71\|-2.49\|43.11\|44.48\|42.00\|34090;2026-07-27\|43.12\|0.96\|43.00\|44.07\|41.50\|52281;2026-07-28\|41.16\|-4.55\|43.94\|46.97\|40.80\|83007;2026-07-29\|39.10\|-5.00\|41.56\|41.56\|37.18\|80330;2026-07-30\|35.80\|-8.44\|38.03\|39.27\|35.31\|63132;2026-07-31\|38.50\|7.54\|39.00\|41.33\|38.36\|63040;2026-08-03\|37.76\|-1.92\|38.50\|38.95\|36.82\|57882;2026-08-04\|40.93\|8.40\|38.50\|41.58\|38.02\|55552;2026-08-05\|43.70\|6.77\|39.52\|44.40\|39.52\|58726;2026-08-06\|44.62\|2.11\|42.78\|45.55\|42.40\|50439;2026-08-07\|46.50\|4.21\|44.77\|46.99\|43.90\|54418;2026-08-10\|46.44\|-0.13\|47.01\|47.99\|44.96\|58822;2026-08-11\|45.87\|-1.23\|45.25\|46.77\|44.36\|45277;2026-08-12\|49.23\|7.33\|45.59\|51.10\|45.59\|69857;2026-08-13\|49.16\|-0.14\|49.65\|51.66\|48.08\|84896;2026-08-14\|49.48\|0.65\|49.13\|49.92\|48.36\|42919;2026-08-17\|52.43\|5.96\|49.48\|52.83\|49.30\|56890;2026-08-18\|53.30\|1.66\|52.74\|53.69\|51.59\|48476;2026-08-19\|47.69\|-10.53\|51.55\|52.35\|46.64\|73730;2026-08-20\|51.26\|7.49\|48.14\|51.27\|47.15\|69966;2026-08-21\|49.78\|-2.89\|50.53\|52.47\|48.72\|51157;2026-08-24\|48.10\|-3.37\|49.58\|49.98\|46.93\|48563;2026-08-25\|48.85\|1.56\|48.10\|49.48\|45.90\|45442;2026-08-26\|48.26\|-1.21\|49.22\|49.35\|46.94\|31656;2026-08-27\|50.22\|4.06\|48.35\|50.75\|47.90\|36857;2026-08-28\|48.45\|-3.52\|49.41\|51.46\|48.38\|38822;2026-08-31\|49.53\|2.23\|47.70\|49.66\|46.20\|34434;2026-09-01\|46.95\|-5.21\|49.27\|49.50\|46.68\|42028;2026-09-02\|46.36\|-1.26\|46.06\|46.87\|45.18\|47127;2026-09-03\|47.01\|1.40\|46.52\|47.72\|46.21\|32926;2026-09-04\|45.06\|-4.15\|47.20\|48.37\|44.60\|31663;2026-09-07\|47.29\|4.95\|45.30\|47.83\|44.75\|36224;2026-09-08\|45.89\|-2.96\|47.35\|47.65\|45.83\|29337;2026-09-09\|45.29\|-1.31\|46.80\|47.55\|45.10\|37504;2026-09-10\|44.56\|-1.61\|45.38\|45.38\|44.28\|32503;2026-09-11\|43.50\|-2.38\|43.78\|44.50\|41.67\|33442
119853	MPO、FAU、CPO等行业新技术受关注	涨停揭秘：光模块PCB核心供应商，受益于日本光纤龙头涨价预期及800G光模块放量；涨停缘由：公司具备400G/800G光模块PCB量产能力，产品已应用于主流通信设备商；日本光纤巨头酝酿涨价强化上游材料议价逻辑，PCB作为光模块关键载体直接受益；资金逻辑：6月5日主力净流入1.36亿元，融资余额达5.94亿元创阶段新高，新华策略精选等6只基金Q1新进重仓，筹码向机构集中；风险提示：股东户数5月底环比增20.79%，人均持股下降17.21%，筹码短期趋于分散；一季报净利润同比+89%但绝对值仅1890万元，业绩持续性待验证	1、公司PCB涵盖单面板、双面板和多层板等，包括高频高速板、高阶 HDI 板等类型，主要应用于通信、工业控制、汽车电子、半导体封装等领域； 2、公司具备光模块板的制程能力，产品有应用于通信应用领域，公司能够提供支持客户实施400G/800G收发器的解决方案	2026-05-08\|119.00\|2.32\|113.91\|123.39\|113.50\|94312;2026-05-11\|117.85\|-0.97\|117.52\|119.95\|115.66\|86187;2026-05-12\|121.50\|3.10\|118.08\|129.60\|118.08\|105529;2026-05-13\|126.70\|4.28\|119.00\|128.50\|117.00\|98282;2026-05-14\|122.81\|-3.07\|125.98\|127.93\|120.60\|78554;2026-05-15\|121.90\|-0.74\|123.15\|133.07\|120.60\|97042;2026-05-18\|128.50\|5.41\|120.75\|129.44\|120.75\|83597;2026-05-19\|130.29\|1.39\|127.76\|130.88\|123.00\|71133;2026-05-20\|135.99\|4.37\|131.30\|136.49\|127.00\|86279;2026-05-21\|127.24\|-6.43\|133.34\|136.88\|126.71\|78100;2026-05-22\|131.16\|3.08\|129.99\|134.33\|128.66\|105949;2026-05-25\|148.14\|12.95\|139.18\|150.60\|137.00\|97780;2026-05-26\|145.59\|-1.72\|144.38\|151.00\|140.18\|90519;2026-05-27\|156.00\|7.15\|148.19\|159.66\|147.12\|121039;2026-05-28\|151.85\|-2.66\|150.94\|159.59\|149.19\|90767;2026-05-29\|159.79\|5.23\|150.75\|175.98\|149.60\|143954;2026-06-01\|144.45\|-9.60\|156.80\|159.94\|143.00\|143279;2026-06-02\|149.90\|3.77\|143.20\|154.18\|139.51\|109531;2026-06-03\|150.00\|0.07\|152.00\|156.91\|147.66\|92920;2026-06-04\|154.64\|3.09\|148.41\|158.50\|147.38\|100294;2026-06-05\|157.79\|2.04\|154.51\|166.60\|147.00\|114985;2026-06-08\|155.97\|-1.15\|149.90\|162.80\|149.00\|96060;2026-06-09\|172.37\|10.51\|162.58\|174.44\|158.58\|122593;2026-06-10\|160.15\|-7.09\|163.47\|166.58\|156.66\|100080;2026-06-11\|160.90\|0.47\|157.27\|160.98\|152.06\|92419;2026-06-12\|167.32\|3.99\|162.50\|173.00\|159.60\|118336;2026-06-15\|185.05\|10.60\|169.90\|185.90\|167.53\|112298;2026-06-16\|181.37\|-1.99\|183.27\|186.00\|176.40\|114387;2026-06-17\|180.25\|-0.62\|179.56\|192.01\|177.45\|114410;2026-06-18\|191.30\|6.13\|180.30\|194.90\|178.12\|115534;2026-06-22\|197.00\|2.98\|189.52\|199.56\|186.33\|97824;2026-06-23\|182.20\|-7.51\|194.00\|195.27\|178.00\|95067;2026-06-24\|203.70\|11.80\|182.00\|206.66\|179.88\|116466;2026-06-25\|206.66\|1.45\|201.38\|210.98\|198.23\|88567;2026-06-26\|198.40\|-4.00\|202.00\|204.15\|193.25\|82679;2026-06-29\|191.08\|-3.69\|193.80\|205.00\|176.00\|97866;2026-06-30\|204.50\|7.02\|193.50\|212.00\|190.31\|96434;2026-07-01\|188.82\|-7.67\|204.00\|204.19\|183.00\|100748;2026-07-02\|173.80\|-7.95\|181.67\|186.98\|171.00\|74918;2026-07-03\|173.65\|-0.09\|171.80\|183.18\|170.61\|71886;2026-07-06\|165.45\|-4.72\|179.00\|181.79\|164.00\|71622;2026-07-07\|165.00\|-0.27\|167.00\|173.55\|161.30\|57079;2026-07-08\|161.06\|-2.39\|167.32\|172.25\|159.01\|48093;2026-07-09\|177.45\|10.18\|166.00\|177.80\|162.05\|74719;2026-07-10\|163.80\|-7.69\|177.52\|180.58\|163.00\|72683;2026-07-13\|150.77\|-7.95\|162.50\|165.25\|150.45\|73266;2026-07-14\|165.71\|9.91\|153.48\|166.04\|149.81\|69414;2026-07-15\|155.85\|-5.92\|168.64\|168.90\|154.58\|55042;2026-07-16\|146.91\|-5.74\|155.00\|158.56\|144.97\|49821;2026-07-17\|129.65\|-11.75\|148.00\|148.49\|129.00\|70178;2026-07-20\|114.42\|-11.75\|138.81\|139.39\|108.90\|93154;2026-07-21\|137.30\|20.00\|116.71\|137.30\|103.00\|115306;2026-07-22\|139.38\|1.51\|136.60\|148.39\|135.00\|109539;2026-07-23\|135.40\|-2.86\|140.76\|143.94\|134.61\|64596;2026-07-24\|132.86\|-1.88\|133.00\|138.00\|130.25\|69596;2026-07-27\|136.60\|2.81\|131.90\|138.87\|127.12\|66750;2026-07-28\|120.91\|-11.49\|133.64\|135.10\|119.63\|68717;2026-07-29\|116.77\|-3.42\|119.60\|123.00\|107.06\|95638;2026-07-30\|98.41\|-15.72\|114.96\|117.00\|96.57\|121074;2026-07-31\|100.17\|1.79\|110.07\|112.76\|100.00\|99890;2026-08-03\|96.01\|-4.15\|99.80\|101.75\|94.75\|75675;2026-08-04\|108.75\|13.27\|97.19\|110.31\|95.64\|87832;2026-08-05\|117.78\|8.30\|106.88\|119.79\|103.80\|105257;2026-08-06\|125.28\|6.37\|118.20\|129.46\|115.37\|104675;2026-08-07\|141.99\|13.34\|125.51\|145.66\|125.51\|127772;2026-08-10\|140.00\|-1.40\|142.00\|144.68\|133.63\|96392;2026-08-11\|137.41\|-1.85\|137.68\|141.00\|134.01\|67421;2026-08-12\|142.40\|3.63\|137.43\|143.02\|135.56\|78438;2026-08-13\|139.50\|-2.04\|144.85\|149.50\|139.50\|100172;2026-08-14\|155.88\|11.74\|132.60\|159.86\|132.60\|146193;2026-08-17\|157.81\|1.24\|153.39\|161.06\|153.39\|110372;2026-08-18\|150.18\|-4.83\|156.89\|158.69\|148.01\|87902;2026-08-19\|135.31\|-9.90\|146.99\|147.50\|133.84\|78234;2026-08-20\|137.20\|1.40\|139.00\|142.50\|135.00\|70108;2026-08-21\|139.45\|1.64\|137.62\|145.44\|133.50\|64928;2026-08-24\|133.00\|-4.63\|140.49\|141.98\|128.16\|57835;2026-08-25\|137.66\|3.50\|131.86\|141.49\|125.94\|75102;2026-08-26\|134.58\|-2.24\|140.01\|140.02\|129.50\|70603;2026-08-27\|137.88\|2.45\|137.06\|139.28\|133.11\|83083;2026-08-28\|134.19\|-2.68\|136.50\|140.28\|132.80\|69160;2026-08-31\|136.80\|1.95\|130.04\|138.24\|129.44\|54939;2026-09-01\|129.77\|-5.14\|136.80\|141.90\|129.00\|58348;2026-09-02\|128.85\|-0.71\|128.27\|131.80\|127.00\|41398;2026-09-03\|135.80\|5.39\|130.00\|138.20\|128.45\|67027;2026-09-04\|127.16\|-6.36\|135.74\|138.69\|125.02\|64770;2026-09-07\|137.60\|8.21\|130.50\|137.86\|129.01\|73166;2026-09-08\|135.84\|-1.28\|137.72\|141.00\|134.11\|57485;2026-09-09\|137.20\|1.00\|138.29\|142.19\|136.14\|59212;2026-09-10\|135.50\|-1.24\|136.21\|139.43\|134.50\|44599;2026-09-11\|132.24\|-2.41\|132.14\|134.34\|125.68\|68599
119852	MPO、FAU、CPO等行业新技术受关注	CPO技术许可+实控人终止减持+光通信元器件行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月11日公告，全资子公司瑞士炬光拟向全球领先的半导体代工企业AH公司开展微棱镜透镜阵列和垂直光学耦合器相关技术许可，一次性技术许可费合计1300万美元。 2、据2026年6月13日公告，控股股东、实际控制人刘兴胜决定提前终止其于2月28日披露的减持计划。 3、据2026年6月2日投资者关系记录表，公司定位于CPO产业链元器件供应商，产品深入布局外置激光光源模块、光纤阵列单元等四大环节，提供微棱镜透镜阵列、V型槽阵列等产品；据2026年5月20日互动易，公司掌握微纳光学领域五大主流制备技术，已成为全球领先的微纳光学一站式解决方案提供商。	公司的产品广泛应用于光通信模块、硅光模块，如光发射模块（TOSA）、光接收模块（ROSA）、光子集成电路（PIC）、共封装光学器件（CPO）等领域	2026-05-08\|434.64\|2.91\|430.00\|436.98\|402.35\|90284;2026-05-11\|478.10\|10.00\|460.08\|496.00\|455.00\|90072;2026-05-12\|475.00\|-0.65\|488.10\|491.23\|455.40\|65624;2026-05-13\|516.70\|8.78\|461.11\|524.20\|461.11\|82214;2026-05-14\|503.98\|-2.46\|526.88\|549.00\|501.00\|78442;2026-05-15\|513.97\|1.98\|520.00\|530.00\|478.37\|68430;2026-05-18\|495.88\|-3.52\|508.22\|521.88\|485.11\|63066;2026-05-19\|476.66\|-3.88\|488.37\|495.80\|446.00\|61861;2026-05-20\|486.21\|2.00\|474.35\|492.00\|456.00\|55926;2026-05-21\|460.48\|-5.29\|510.00\|515.00\|457.00\|75798;2026-05-22\|466.97\|1.41\|466.60\|483.10\|461.00\|55190;2026-05-25\|504.00\|7.93\|466.97\|509.00\|453.00\|69767;2026-05-26\|463.01\|-8.13\|494.00\|494.93\|446.62\|62629;2026-05-27\|453.00\|-2.16\|464.64\|490.00\|448.91\|56729;2026-05-28\|465.84\|2.83\|452.00\|468.88\|422.20\|62009;2026-05-29\|448.00\|-3.83\|465.56\|478.00\|440.35\|52784;2026-06-01\|421.48\|-5.92\|444.00\|460.00\|417.00\|48306;2026-06-02\|441.50\|4.75\|428.00\|441.81\|418.00\|39521;2026-06-03\|477.83\|8.23\|470.00\|497.77\|463.00\|70389;2026-06-04\|455.50\|-4.67\|462.00\|474.00\|448.88\|44969;2026-06-05\|445.85\|-2.12\|443.99\|472.50\|440.52\|47105;2026-06-08\|414.50\|-7.03\|412.00\|425.30\|401.00\|49815;2026-06-09\|440.87\|6.36\|422.79\|448.50\|415.00\|39577;2026-06-10\|282.38\|-7.26\|292.90\|297.97\|275.60\|57894;2026-06-11\|338.86\|20.00\|330.00\|338.86\|316.00\|54497;2026-06-12\|331.88\|-2.06\|372.00\|372.60\|328.00\|167294;2026-06-15\|398.26\|20.00\|345.00\|398.26\|342.02\|112780;2026-06-16\|413.00\|3.70\|399.74\|424.88\|385.51\|128744;2026-06-17\|399.23\|-3.33\|401.02\|418.00\|394.00\|83254;2026-06-18\|393.00\|-1.56\|395.00\|403.70\|389.00\|76595;2026-06-22\|374.99\|-4.58\|386.33\|394.00\|362.99\|87943;2026-06-23\|358.44\|-4.41\|370.00\|375.98\|354.58\|59643;2026-06-24\|375.00\|4.62\|356.87\|377.90\|355.20\|82440;2026-06-25\|377.68\|0.71\|375.05\|383.85\|364.00\|80155;2026-06-26\|351.32\|-6.98\|365.10\|370.40\|343.13\|65675;2026-06-29\|333.50\|-5.07\|351.32\|355.80\|313.00\|83164;2026-06-30\|354.21\|6.21\|335.00\|355.00\|327.47\|68970;2026-07-01\|332.98\|-5.99\|354.17\|356.89\|328.50\|67064;2026-07-02\|304.60\|-8.52\|326.58\|331.68\|301.90\|59409;2026-07-03\|297.75\|-2.25\|299.00\|311.88\|296.10\|52309;2026-07-06\|282.67\|-5.06\|297.52\|309.83\|276.13\|67470;2026-07-07\|270.68\|-4.24\|284.47\|287.88\|265.10\|56701;2026-07-08\|262.00\|-3.21\|277.00\|280.00\|260.31\|52089;2026-07-09\|289.00\|10.31\|269.85\|291.80\|257.68\|82451;2026-07-10\|282.10\|-2.39\|299.00\|313.50\|281.00\|84566;2026-07-13\|264.45\|-6.26\|282.00\|290.00\|261.40\|61353;2026-07-14\|282.28\|6.74\|269.26\|287.80\|261.51\|70134;2026-07-15\|259.51\|-8.07\|291.00\|291.49\|257.02\|66163;2026-07-16\|261.50\|0.77\|260.79\|278.88\|252.00\|83787;2026-07-17\|217.54\|-16.81\|261.50\|264.29\|214.51\|91924;2026-07-20\|194.13\|-10.76\|227.90\|229.50\|187.09\|117260;2026-07-21\|223.20\|14.97\|197.91\|224.81\|182.65\|109945;2026-07-22\|220.95\|-1.01\|223.50\|236.83\|218.00\|75741;2026-07-23\|209.50\|-5.18\|223.82\|227.00\|206.67\|77887;2026-07-24\|203.70\|-2.77\|211.48\|213.50\|202.22\|52357;2026-07-27\|215.11\|5.60\|204.64\|215.11\|200.00\|63054;2026-07-28\|191.53\|-10.96\|217.00\|220.00\|190.00\|81705;2026-07-29\|181.90\|-5.03\|195.32\|195.32\|172.00\|96640;2026-07-30\|157.82\|-13.24\|181.26\|182.00\|155.50\|119516;2026-07-31\|175.44\|11.16\|175.00\|188.43\|173.00\|105963;2026-08-03\|177.72\|1.30\|173.56\|185.00\|168.59\|90329;2026-08-04\|201.99\|13.66\|185.00\|202.80\|181.06\|113901;2026-08-05\|208.35\|3.15\|189.00\|209.50\|187.17\|130210;2026-08-06\|208.64\|0.14\|200.00\|212.37\|198.00\|99394;2026-08-07\|220.90\|5.88\|210.64\|223.90\|209.28\|112503;2026-08-10\|202.88\|-8.16\|215.00\|222.45\|195.50\|121703;2026-08-11\|204.60\|0.85\|200.04\|209.88\|195.90\|80780;2026-08-12\|245.52\|20.00\|207.00\|245.52\|205.00\|86147;2026-08-13\|255.86\|4.21\|255.11\|269.68\|250.55\|191846;2026-08-14\|270.95\|5.90\|255.86\|278.30\|252.03\|145036;2026-08-17\|291.20\|7.47\|279.90\|291.27\|273.88\|133286;2026-08-18\|288.50\|-0.93\|288.00\|294.99\|278.89\|117024;2026-08-19\|266.90\|-7.49\|274.88\|286.68\|262.15\|131044;2026-08-20\|283.00\|6.03\|270.50\|288.08\|257.13\|125084;2026-08-21\|281.07\|-0.68\|284.09\|293.99\|276.00\|112415;2026-08-24\|272.30\|-3.12\|274.91\|284.42\|258.22\|96314;2026-08-25\|264.59\|-2.83\|264.23\|269.00\|253.00\|67575;2026-08-26\|262.00\|-0.98\|268.95\|269.92\|250.59\|64599;2026-08-27\|291.00\|11.07\|270.00\|298.00\|269.00\|108709;2026-08-28\|295.00\|1.37\|289.93\|307.83\|285.00\|115549;2026-08-31\|289.99\|-1.70\|289.80\|303.00\|285.06\|78240;2026-09-01\|285.01\|-1.72\|300.00\|300.29\|283.00\|108759;2026-09-02\|278.97\|-2.12\|277.24\|288.59\|271.00\|82112;2026-09-03\|284.18\|1.87\|284.27\|288.98\|273.00\|83842;2026-09-04\|299.50\|5.39\|295.00\|321.98\|292.00\|136743;2026-09-07\|316.20\|5.58\|307.58\|318.18\|305.27\|113446;2026-09-08\|302.13\|-4.45\|311.00\|318.88\|299.50\|95187;2026-09-09\|302.55\|0.14\|315.10\|320.00\|300.30\|92647;2026-09-10\|315.00\|4.12\|295.98\|322.24\|293.00\|107861;2026-09-11\|286.60\|-9.02\|307.00\|314.00\|277.00\|127914
119851	MPO、FAU、CPO等行业新技术受关注	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-05-08\|326.30\|-0.56\|321.14\|335.13\|320.00\|356609;2026-05-11\|331.92\|1.72\|333.33\|335.00\|318.10\|464232;2026-05-12\|342.45\|3.17\|340.00\|349.30\|336.31\|505921;2026-05-13\|378.19\|10.44\|342.45\|383.79\|342.30\|726252;2026-05-14\|392.00\|3.65\|394.52\|406.56\|383.00\|679866;2026-05-15\|399.99\|2.04\|401.00\|414.08\|381.91\|676096;2026-05-18\|384.95\|-3.76\|388.99\|394.20\|370.00\|543490;2026-05-19\|363.00\|-5.70\|376.08\|377.00\|347.13\|546191;2026-05-20\|358.99\|-1.10\|360.27\|369.00\|351.00\|416244;2026-05-21\|337.21\|-6.07\|360.20\|364.57\|335.98\|418305;2026-05-22\|372.50\|10.47\|346.00\|375.00\|345.18\|572916;2026-05-25\|396.75\|6.51\|372.90\|397.77\|361.58\|524322;2026-05-26\|406.76\|2.52\|399.00\|410.00\|393.00\|472980;2026-05-27\|428.61\|5.37\|403.95\|444.64\|401.83\|518277;2026-05-28\|447.56\|4.42\|427.60\|450.15\|409.00\|488237;2026-05-29\|455.20\|1.71\|467.00\|492.38\|452.00\|615055;2026-06-01\|428.88\|-5.78\|459.75\|465.70\|428.38\|441243;2026-06-02\|457.00\|6.56\|435.08\|463.01\|424.47\|475258;2026-06-03\|497.38\|8.84\|501.00\|525.00\|482.99\|599370;2026-06-04\|480.45\|-3.40\|478.91\|491.30\|476.87\|352976;2026-06-05\|457.00\|-4.88\|483.00\|501.87\|449.00\|471206;2026-06-08\|425.11\|-6.98\|439.00\|442.79\|415.72\|421234;2026-06-09\|443.92\|4.42\|437.88\|445.59\|429.50\|350773;2026-06-10\|411.08\|-7.40\|418.00\|425.00\|403.04\|447797;2026-06-11\|412.30\|0.30\|412.52\|424.85\|402.00\|333287;2026-06-12\|280.95\|-4.44\|303.02\|305.00\|280.95\|474289;2026-06-15\|305.04\|8.57\|286.56\|306.12\|277.18\|541728;2026-06-16\|324.71\|6.45\|311.56\|331.61\|306.01\|578379;2026-06-17\|329.33\|1.42\|318.00\|329.97\|315.00\|467027;2026-06-18\|336.60\|2.21\|325.00\|340.49\|324.00\|491851;2026-06-22\|326.12\|-3.11\|338.00\|338.90\|315.99\|619272;2026-06-23\|311.06\|-4.62\|326.12\|326.12\|308.24\|458309;2026-06-24\|325.28\|4.57\|311.05\|326.00\|306.00\|451432;2026-06-25\|341.97\|5.13\|318.08\|346.00\|312.00\|796690;2026-06-26\|318.00\|-7.01\|331.00\|334.68\|316.80\|481933;2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|258.03\|-0.18\|270.00\|270.88\|256.13\|300596;2026-09-10\|269.00\|4.25\|253.92\|276.99\|253.07\|509837;2026-09-11\|261.96\|-2.62\|264.00\|270.89\|254.60\|455444
119850	MPO、FAU、CPO等行业新技术受关注	CPO+拟并购恒扬数据+消费电子行业原因：北美微软、Meta、特斯拉等大厂在最新财报中宣布加大资本开支，国内阿里、字节、腾讯等大厂同步上调，印证AI基础设施需求强劲。公司原因： 1、据2025年11月12日公告，公司拟发行股份及支付现金收购恒扬数据99.8555%股权，恒扬数据主营网络可视化及AI算力集群DPU等产品，交易完成后公司将形成“光+算”一体化解决方案。 2、据2025年12月11日投资者关系活动记录表，公司批量生产MTP/MPO光纤跳线等光通信产品，配合客户MPC方案的相关产品已通过认证，预计2026年中期小批量生产。 3、据2025年12月11日投资者关系活动记录表，公司主营精密电子零部件，光通信产品成长较快，越南基地全面投产，全部达产后产值预计12亿元。	1、控股子公司福可喜玛主营MPO/MT插芯、连接器，主要应用于4G/5G通讯及光模块产品中，应用场景包括数据中心、FTTH及FTTA等； 2、公司拟收购恒扬数据，标的为AI智算中心、云计算数据中心及边缘计算核心基础设施供应商。	2026-05-08\|229.29\|-4.06\|231.01\|238.99\|226.00\|84312;2026-05-11\|250.17\|9.11\|235.64\|256.77\|228.57\|107385;2026-05-12\|232.78\|-6.95\|249.90\|254.00\|221.00\|113677;2026-05-13\|234.30\|0.65\|230.00\|247.50\|226.80\|116461;2026-05-14\|237.30\|1.28\|244.00\|245.00\|229.01\|94951;2026-05-15\|257.51\|8.52\|247.00\|272.78\|247.00\|139042;2026-05-18\|272.06\|5.65\|257.33\|293.98\|248.88\|132077;2026-05-19\|266.24\|-2.14\|271.00\|275.00\|254.75\|84391;2026-05-20\|252.60\|-5.12\|260.01\|264.00\|242.98\|100104;2026-05-21\|235.30\|-6.85\|253.86\|256.19\|233.71\|94119;2026-05-22\|258.80\|9.99\|238.14\|263.68\|234.00\|121362;2026-05-25\|292.50\|13.02\|258.82\|293.00\|253.81\|115425;2026-05-26\|284.75\|-2.65\|281.99\|292.00\|278.93\|77257;2026-05-27\|278.30\|-2.27\|282.70\|299.90\|275.00\|90668;2026-05-28\|287.55\|3.32\|271.01\|287.68\|267.00\|61156;2026-05-29\|255.51\|-11.14\|292.00\|296.99\|252.09\|99890;2026-06-01\|225.50\|-11.75\|250.00\|252.40\|225.00\|98166;2026-06-02\|243.56\|8.01\|228.89\|254.74\|228.51\|92386;2026-06-03\|231.98\|-4.75\|256.00\|261.85\|225.97\|141567;2026-06-04\|220.01\|-5.16\|226.72\|229.50\|218.00\|94556;2026-06-05\|225.68\|2.58\|235.60\|238.75\|222.43\|102180;2026-06-08\|212.26\|-5.95\|212.00\|223.80\|209.00\|71433;2026-06-09\|226.23\|6.58\|219.80\|228.37\|212.31\|64337;2026-06-10\|213.58\|-5.59\|217.00\|217.52\|208.65\|55950;2026-06-11\|212.97\|-0.29\|213.00\|217.78\|209.18\|45292;2026-06-12\|205.50\|-3.51\|220.00\|222.00\|205.50\|48579;2026-06-15\|240.10\|16.84\|213.01\|242.99\|213.01\|112564;2026-06-16\|255.00\|6.21\|243.06\|255.80\|235.95\|110420;2026-06-17\|260.12\|2.01\|246.00\|263.33\|245.00\|85031;2026-06-18\|255.47\|-1.79\|258.60\|259.00\|250.08\|84907;2026-06-22\|251.69\|-1.48\|258.00\|261.28\|246.02\|73657;2026-06-23\|238.00\|-5.44\|247.00\|250.00\|233.20\|52596;2026-06-24\|245.13\|3.00\|234.13\|248.95\|233.75\|48523;2026-06-25\|231.41\|-5.60\|240.00\|245.91\|225.58\|84561;2026-06-26\|221.05\|-4.48\|229.33\|240.00\|220.00\|58158;2026-06-29\|198.00\|-10.43\|213.73\|218.00\|196.61\|70108;2026-06-30\|208.32\|5.21\|198.00\|211.70\|190.18\|64753;2026-07-01\|200.30\|-3.85\|206.98\|219.55\|198.50\|56311;2026-07-02\|188.85\|-5.72\|192.17\|199.90\|186.01\|51022;2026-07-03\|185.87\|-1.58\|187.22\|193.64\|183.69\|41650;2026-07-06\|186.94\|0.58\|185.00\|199.80\|185.00\|61425;2026-07-07\|182.14\|-2.57\|186.94\|189.00\|177.80\|38967;2026-07-08\|183.40\|0.69\|185.78\|189.69\|175.00\|46445;2026-07-09\|206.22\|12.44\|188.36\|208.70\|183.08\|74601;2026-07-10\|198.70\|-3.65\|206.99\|209.87\|198.01\|54788;2026-07-13\|182.00\|-8.40\|197.71\|201.50\|180.00\|44882;2026-07-14\|188.60\|3.63\|182.01\|190.27\|173.73\|45779;2026-07-15\|178.99\|-5.10\|192.38\|197.68\|177.40\|38798;2026-07-16\|187.54\|4.78\|178.00\|192.20\|167.03\|70273;2026-07-17\|162.08\|-13.58\|184.11\|186.01\|161.25\|60436;2026-07-20\|151.58\|-6.48\|170.25\|171.76\|145.81\|55134;2026-07-21\|157.59\|3.96\|155.00\|158.71\|122.04\|87666;2026-07-22\|150.10\|-4.75\|151.00\|159.99\|148.50\|60016;2026-07-23\|145.70\|-2.93\|151.98\|156.66\|144.00\|48428;2026-07-24\|140.50\|-3.57\|143.39\|147.82\|140.08\|35614;2026-07-27\|149.13\|6.14\|140.50\|149.60\|136.99\|43004;2026-07-28\|136.01\|-8.80\|146.14\|149.59\|134.96\|44975;2026-07-29\|132.23\|-2.78\|136.01\|137.37\|124.88\|54945;2026-07-30\|117.75\|-10.95\|130.99\|132.80\|115.50\|59567;2026-07-31\|124.63\|5.84\|130.58\|135.00\|124.43\|61571;2026-08-03\|126.00\|1.10\|122.00\|129.49\|120.27\|57027;2026-08-04\|136.81\|8.58\|126.56\|139.00\|126.56\|69568;2026-08-05\|141.70\|3.57\|131.78\|143.55\|130.00\|74026;2026-08-06\|145.80\|2.89\|139.99\|147.11\|138.50\|58787;2026-08-07\|152.11\|4.33\|148.63\|153.51\|144.23\|52540;2026-08-10\|158.19\|4.00\|155.00\|168.08\|152.50\|77399;2026-08-11\|153.11\|-3.21\|155.13\|160.30\|151.55\|52450;2026-08-12\|170.04\|11.06\|153.66\|183.73\|151.10\|137712;2026-08-13\|168.04\|-1.18\|173.60\|179.90\|167.90\|101685;2026-08-14\|175.50\|4.44\|171.40\|178.40\|167.21\|61265;2026-08-17\|182.48\|3.98\|179.00\|184.98\|175.39\|80889;2026-08-18\|183.00\|0.28\|181.01\|185.00\|175.47\|59352;2026-08-19\|163.50\|-10.66\|175.91\|177.99\|161.74\|71551;2026-08-20\|175.00\|7.03\|166.13\|176.00\|161.11\|58388;2026-08-21\|173.10\|-1.09\|171.00\|183.60\|168.01\|59078;2026-08-24\|168.00\|-2.95\|174.53\|174.99\|163.50\|42165;2026-08-25\|171.61\|2.15\|165.00\|172.88\|162.66\|36125;2026-08-26\|167.00\|-2.69\|176.01\|177.62\|160.22\|53718;2026-08-27\|178.28\|6.75\|170.35\|183.43\|166.16\|75837;2026-08-28\|174.25\|-2.26\|177.10\|183.53\|174.01\|55403;2026-08-31\|178.90\|2.67\|170.02\|180.28\|170.00\|42587;2026-09-01\|170.40\|-4.75\|178.92\|179.10\|168.80\|44430;2026-09-02\|170.95\|0.32\|167.00\|174.77\|166.00\|38896;2026-09-03\|181.88\|6.39\|172.00\|184.00\|165.68\|91310;2026-09-04\|171.68\|-5.61\|181.91\|189.30\|170.02\|78137;2026-09-07\|197.00\|14.75\|178.00\|197.50\|176.20\|119960;2026-09-08\|188.88\|-4.12\|196.68\|196.99\|187.20\|77721;2026-09-09\|195.55\|3.53\|196.95\|201.90\|190.80\|96587;2026-09-10\|193.29\|-1.16\|195.33\|197.76\|190.33\|51625;2026-09-11\|182.30\|-5.69\|188.67\|199.67\|176.58\|87483

新增记录

股票名称

股票代码

板块

涨停原因

涨停日期

创建时间

问财原因

eastmoney_rank

细分板块

板块逻辑

日线数据

yuanbaoreason