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
126862		机器人电缆+数据中心线缆+新能源电缆 1、据2026年6月12日互动易，公司已形成具身机器人线缆技术储备，相关产品现已进入测试阶段；据2026年7月8日互动易，公司机器人线缆相关技术已获得了国家的专利授权。 2、据2026年4月29日投资者关系活动记录表，公司有生产AI数据中心线缆，目前已向泰科电子、安费诺、维谛技术等公司提供产品和解决方案。 3、据2025年年度报告，公司主要从事特种装备电缆、新能源电缆等研发、生产和销售；2025年新能源电缆业务实现营业收入46,632.20万元，同比增长36.33%。	公司拟投资约7亿元建设年产300吨光纤预制棒、1000万芯公里光纤项目	2026-06-29\|8.78\|-1.01\|8.87\|8.88\|8.53\|54328;2026-06-30\|8.72\|-0.68\|8.79\|8.93\|8.65\|46357;2026-07-01\|8.85\|1.49\|8.75\|8.96\|8.62\|53220;2026-07-02\|8.83\|-0.23\|8.91\|9.06\|8.80\|50752;2026-07-03\|9.15\|3.62\|8.85\|9.22\|8.85\|58821;2026-07-06\|8.98\|-1.86\|9.18\|9.32\|8.98\|49405;2026-07-07\|8.70\|-3.12\|8.97\|9.08\|8.62\|38009;2026-07-08\|8.73\|0.34\|8.62\|8.88\|8.50\|52196;2026-07-09\|8.79\|0.69\|8.73\|8.88\|8.55\|49817;2026-07-10\|8.80\|0.11\|8.78\|8.99\|8.60\|49901;2026-07-13\|8.50\|-3.41\|8.84\|8.86\|8.49\|50942;2026-07-14\|8.70\|2.35\|8.52\|8.71\|8.37\|44767;2026-07-15\|8.82\|1.38\|8.70\|8.84\|8.60\|32377;2026-07-16\|8.91\|1.02\|8.84\|9.06\|8.71\|40622;2026-07-17\|8.74\|-1.91\|8.83\|9.04\|8.61\|48732;2026-07-20\|8.60\|-1.60\|8.74\|8.92\|8.47\|59575;2026-07-21\|8.96\|4.19\|8.59\|9.04\|8.45\|99915;2026-07-22\|9.86\|10.04\|8.87\|9.86\|8.86\|177365;2026-07-23\|10.27\|4.16\|10.60\|10.80\|10.15\|381693;2026-07-24\|9.52\|-7.30\|10.23\|10.25\|9.52\|258478;2026-07-27\|9.64\|1.26\|9.53\|9.80\|9.30\|180575;2026-07-28\|9.58\|-0.62\|9.58\|9.70\|9.43\|116098;2026-07-29\|9.59\|0.10\|9.50\|9.67\|9.46\|122261;2026-07-30\|9.25\|-3.55\|9.50\|9.56\|9.18\|115820;2026-07-31\|9.49\|2.59\|9.40\|9.53\|9.35\|87946;2026-08-03\|9.76\|2.85\|9.50\|9.80\|9.50\|109443;2026-08-04\|9.76\|0.00\|9.84\|9.88\|9.70\|86734;2026-08-05\|9.71\|-0.51\|9.72\|9.79\|9.63\|70442;2026-08-06\|9.71\|0.00\|9.71\|9.73\|9.56\|63198;2026-08-07\|9.98\|2.78\|9.71\|10.21\|9.47\|176441;2026-08-10\|9.93\|-0.50\|9.98\|9.99\|9.76\|91404;2026-08-11\|9.88\|-0.50\|9.93\|10.10\|9.81\|67484;2026-08-12\|9.85\|-0.30\|9.82\|9.91\|9.77\|52089;2026-08-13\|9.63\|-2.23\|9.85\|9.87\|9.63\|67274;2026-08-14\|9.55\|-0.83\|9.59\|9.65\|9.43\|56472;2026-08-17\|9.69\|1.47\|9.55\|9.69\|9.45\|49182;2026-08-18\|10.66\|10.01\|10.66\|10.66\|10.66\|59003;2026-08-19\|11.73\|10.04\|11.73\|11.73\|11.60\|234331;2026-08-20\|11.16\|-4.86\|12.00\|12.00\|10.69\|522637;2026-08-21\|10.82\|-3.05\|10.71\|11.21\|10.62\|297185;2026-08-24\|10.50\|-2.96\|10.88\|11.29\|10.40\|246592;2026-08-25\|10.93\|4.10\|10.46\|11.55\|10.20\|342695;2026-08-26\|10.80\|-1.19\|10.80\|11.09\|10.72\|228155;2026-08-27\|11.88\|10.00\|10.75\|11.88\|10.70\|188819;2026-08-28\|11.34\|-4.55\|11.52\|11.66\|11.31\|363243;2026-08-31\|11.02\|-2.82\|11.15\|11.18\|10.91\|194450;2026-09-01\|10.96\|-0.54\|11.01\|11.10\|10.83\|175388;2026-09-02\|11.07\|1.00\|10.82\|11.43\|10.73\|235171;2026-09-03\|10.76\|-2.80\|11.11\|11.11\|10.61\|187723;2026-09-04\|10.50\|-2.42\|10.92\|10.92\|10.40\|167578;2026-09-07\|10.68\|1.71\|10.55\|10.75\|10.45\|126148;2026-09-08\|10.81\|1.22\|10.58\|10.92\|10.47\|128076;2026-09-09\|11.46\|6.01\|10.94\|11.89\|10.90\|487813;2026-09-10\|11.03\|-3.75\|11.36\|11.38\|10.94\|322869;2026-09-11\|10.71\|-2.90\|10.88\|11.02\|10.59\|193532;2026-09-14\|10.42\|-2.71\|10.61\|10.72\|10.30\|136696;2026-09-15\|10.26\|-1.54\|10.32\|10.54\|10.13\|116279;2026-09-16\|10.54\|2.73\|10.33\|10.87\|10.14\|152788;2026-09-17\|10.48\|-0.57\|10.52\|10.67\|10.34\|107467;2026-09-18\|10.54\|0.57\|10.66\|10.78\|10.50\|108345;2026-09-21\|10.69\|1.42\|10.54\|10.77\|10.52\|104377;2026-09-22\|10.66\|-0.28\|10.78\|10.83\|10.54\|97325;2026-09-23\|10.35\|-2.91\|10.73\|10.73\|10.34\|68723;2026-09-24\|10.29\|-0.58\|10.35\|10.47\|10.27\|60855;2026-09-28\|9.94\|-3.40\|10.21\|10.28\|9.84\|76287;2026-09-29\|9.94\|0.00\|9.90\|10.08\|9.90\|47183;2026-09-30\|9.87\|-0.70\|10.08\|10.08\|9.85\|45398;2026-10-08\|9.88\|0.10\|9.86\|10.07\|9.75\|44197;2026-10-09\|9.85\|-0.30\|9.88\|9.88\|9.54\|56511;2026-10-12\|9.71\|-1.42\|9.85\|9.89\|9.67\|36418;2026-10-13\|9.70\|-0.10\|9.64\|9.80\|9.40\|56473;2026-10-14\|9.52\|-1.86\|9.70\|9.73\|9.51\|36482;2026-10-15\|9.30\|-2.31\|9.35\|9.45\|9.27\|50346;2026-10-16\|9.37\|0.75\|9.43\|9.55\|9.31\|52675;2026-10-19\|9.35\|-0.21\|9.32\|9.45\|9.19\|37877;2026-10-20\|9.59\|2.57\|9.35\|9.92\|9.28\|128832;2026-10-21\|9.45\|-1.46\|9.55\|9.67\|9.41\|94636;2026-10-22\|9.34\|-1.16\|9.45\|9.82\|9.34\|87215;2026-10-23\|9.42\|0.86\|9.26\|9.43\|8.88\|91059;2026-10-26\|9.35\|-0.74\|9.33\|9.46\|9.22\|44460;2026-10-27\|9.19\|-1.71\|9.39\|9.50\|9.18\|44595;2026-10-28\|9.55\|3.92\|9.30\|9.68\|9.23\|80574;2026-10-29\|9.27\|-2.93\|9.47\|9.49\|9.24\|49132;2026-10-30\|9.08\|-2.05\|9.20\|9.43\|9.08\|57780;2026-11-02\|9.25\|1.87\|9.19\|9.26\|8.96\|45685;2026-11-03\|9.28\|0.32\|9.18\|9.39\|9.18\|43579;2026-11-04\|9.38\|1.08\|9.23\|9.39\|9.11\|61710;2026-11-05\|9.46\|0.85\|9.33\|9.55\|9.28\|62513;2026-11-06\|9.25\|-2.22\|9.15\|9.41\|9.10\|46199
126861	焦炭价格近90天上涨11.40%	石墨烯导热膜+煤化工+石墨矿 1、据2026年8月17日互动易，公司深耕石墨烯制备与应用核心技术，密切跟踪垂直取向石墨烯导热膜、导热垫片等高价值导热材料赛道，依托自有石墨烯核心技术体系持续开展前瞻性技术研究。 2、据2025年年报，公司是东北地区产业链较完整的煤焦企业及黑龙江省煤化工行业龙头企业，已形成“原煤开采洗选、煤炭炼焦造气”等完整的煤化工循环经济产业链。 3、据2025年年报，公司拥有的密林石墨矿区已探明晶质石墨矿物量为721.26万吨，建成投产后可为公司石墨及石墨烯产业提供充足的原材料。	黑龙江省煤化工行业龙头，国内石墨烯行业领先企业之一，具备针状焦的产能为5万吨/年	2026-06-29\|2.68\|0.37\|2.65\|2.71\|2.61\|365032;2026-06-30\|2.62\|-2.24\|2.66\|2.70\|2.59\|326120;2026-07-01\|2.73\|4.20\|2.61\|2.76\|2.57\|444709;2026-07-02\|2.69\|-1.47\|2.68\|2.78\|2.68\|302288;2026-07-03\|2.69\|0.00\|2.70\|2.72\|2.65\|256908;2026-07-06\|2.73\|1.49\|2.70\|2.74\|2.67\|270095;2026-07-07\|2.60\|-4.76\|2.74\|2.74\|2.59\|303397;2026-07-08\|2.59\|-0.38\|2.58\|2.66\|2.58\|205902;2026-07-09\|2.56\|-1.16\|2.61\|2.63\|2.52\|223795;2026-07-10\|2.65\|3.52\|2.53\|2.72\|2.50\|432475;2026-07-13\|2.53\|-4.53\|2.63\|2.66\|2.51\|303127;2026-07-14\|2.61\|3.16\|2.53\|2.62\|2.52\|296006;2026-07-15\|2.60\|-0.38\|2.54\|2.66\|2.53\|337328;2026-07-16\|2.54\|-2.31\|2.58\|2.61\|2.52\|262207;2026-07-17\|2.41\|-5.12\|2.54\|2.59\|2.41\|367084;2026-07-20\|2.46\|2.07\|2.41\|2.53\|2.41\|315029;2026-07-21\|2.39\|-2.85\|2.44\|2.44\|2.34\|367489;2026-07-22\|2.44\|2.09\|2.39\|2.47\|2.37\|242815;2026-07-23\|2.51\|2.87\|2.41\|2.52\|2.41\|314343;2026-07-24\|2.41\|-3.98\|2.49\|2.53\|2.41\|255952;2026-07-27\|2.49\|3.32\|2.37\|2.50\|2.37\|254085;2026-07-28\|2.51\|0.80\|2.49\|2.56\|2.48\|258434;2026-07-29\|2.57\|2.39\|2.49\|2.58\|2.49\|297926;2026-07-30\|2.53\|-1.56\|2.56\|2.62\|2.51\|279671;2026-07-31\|2.57\|1.58\|2.52\|2.57\|2.51\|202736;2026-08-03\|2.61\|1.56\|2.57\|2.62\|2.56\|250171;2026-08-04\|2.62\|0.38\|2.61\|2.64\|2.59\|223934;2026-08-05\|2.60\|-0.76\|2.61\|2.63\|2.57\|269599;2026-08-06\|2.66\|2.31\|2.60\|2.67\|2.57\|559242;2026-08-07\|2.63\|-1.13\|2.63\|2.64\|2.56\|445791;2026-08-10\|2.72\|3.42\|2.64\|2.72\|2.62\|439186;2026-08-11\|2.70\|-0.74\|2.72\|2.76\|2.66\|271565;2026-08-12\|2.74\|1.48\|2.68\|2.76\|2.68\|327269;2026-08-13\|2.67\|-2.55\|2.74\|2.75\|2.66\|280537;2026-08-14\|2.66\|-0.37\|2.66\|2.68\|2.60\|213688;2026-08-17\|2.67\|0.38\|2.66\|2.70\|2.63\|166960;2026-08-18\|2.76\|3.37\|2.68\|2.94\|2.68\|980862;2026-08-19\|3.04\|10.14\|2.99\|3.04\|2.96\|728227;2026-08-20\|3.20\|5.26\|3.25\|3.34\|3.12\|3001921;2026-08-21\|2.88\|-10.00\|2.88\|2.91\|2.88\|632731;2026-08-24\|3.00\|4.17\|2.71\|3.08\|2.71\|2027442;2026-08-25\|2.94\|-2.00\|2.90\|2.97\|2.86\|1435791;2026-08-26\|2.92\|-0.68\|2.89\|2.99\|2.85\|907530;2026-08-27\|3.01\|3.08\|2.90\|3.06\|2.90\|936945;2026-08-28\|3.10\|2.99\|3.06\|3.15\|3.02\|919251;2026-08-31\|3.08\|-0.65\|3.16\|3.19\|3.03\|924937;2026-09-01\|3.11\|0.97\|3.05\|3.17\|3.03\|971888;2026-09-02\|2.99\|-3.86\|3.29\|3.30\|2.97\|1363711;2026-09-03\|2.93\|-2.01\|2.97\|3.09\|2.91\|930376;2026-09-04\|2.90\|-1.02\|2.93\|2.99\|2.87\|642946;2026-09-07\|2.88\|-0.69\|2.88\|2.90\|2.84\|399448;2026-09-08\|3.06\|6.25\|2.88\|3.08\|2.88\|927424;2026-09-09\|3.10\|1.31\|3.05\|3.13\|3.00\|870233;2026-09-10\|3.11\|0.32\|3.09\|3.18\|3.06\|764628;2026-09-11\|2.98\|-4.18\|3.09\|3.12\|2.96\|559622;2026-09-14\|2.96\|-0.67\|2.95\|3.02\|2.92\|372714;2026-09-15\|2.92\|-1.35\|2.96\|3.03\|2.91\|439612;2026-09-16\|2.93\|0.34\|2.88\|2.94\|2.87\|368753;2026-09-17\|2.90\|-1.02\|2.93\|2.93\|2.81\|442896;2026-09-18\|2.90\|0.00\|2.87\|2.95\|2.86\|338392;2026-09-21\|3.01\|3.79\|2.90\|3.03\|2.86\|445399;2026-09-22\|3.01\|0.00\|3.01\|3.04\|2.91\|586717;2026-09-23\|2.88\|-4.32\|3.01\|3.01\|2.88\|469664;2026-09-24\|2.91\|1.04\|2.87\|2.95\|2.85\|338575;2026-09-28\|2.86\|-1.72\|2.88\|2.89\|2.80\|419866;2026-09-29\|2.87\|0.35\|2.85\|2.95\|2.84\|385674;2026-09-30\|2.90\|1.05\|2.89\|2.90\|2.85\|314070;2026-10-08\|2.97\|2.41\|2.91\|3.03\|2.89\|529358;2026-10-09\|3.04\|2.36\|3.00\|3.05\|2.93\|672578;2026-10-12\|2.90\|-4.61\|3.04\|3.24\|2.88\|913926;2026-10-13\|2.97\|2.41\|2.86\|2.97\|2.81\|536839;2026-10-14\|2.96\|-0.34\|2.95\|3.03\|2.93\|528222;2026-10-15\|2.78\|-6.08\|2.91\|2.91\|2.76\|656839;2026-10-16\|2.79\|0.36\|2.80\|2.83\|2.77\|284739;2026-10-19\|2.73\|-2.15\|2.77\|2.81\|2.70\|301226;2026-10-20\|2.68\|-1.83\|2.72\|2.73\|2.65\|321427;2026-10-21\|2.70\|0.75\|2.68\|2.76\|2.67\|296567;2026-10-22\|2.61\|-3.33\|2.69\|2.69\|2.59\|319120;2026-10-23\|2.63\|0.77\|2.59\|2.63\|2.48\|417597;2026-10-26\|2.61\|-0.76\|2.63\|2.63\|2.58\|239286;2026-10-27\|2.56\|-1.92\|2.59\|2.64\|2.56\|273298;2026-10-28\|2.61\|1.95\|2.58\|2.62\|2.55\|245662;2026-10-29\|2.56\|-1.92\|2.59\|2.64\|2.56\|234209;2026-10-30\|2.50\|-2.34\|2.53\|2.57\|2.49\|283814;2026-11-02\|2.53\|1.20\|2.50\|2.53\|2.46\|213222;2026-11-03\|2.52\|-0.40\|2.52\|2.58\|2.50\|219318;2026-11-04\|2.54\|0.79\|2.52\|2.56\|2.50\|228517;2026-11-05\|2.57\|1.18\|2.54\|2.57\|2.52\|255252;2026-11-06\|2.52\|-1.95\|2.52\|2.56\|2.49\|251684
126860		智慧城市+检测业务+光伏边框 1、据2025年年度报告，公司子公司中亿丰科技提供建筑智能化解决方案，业务覆盖智慧建筑、智慧交通、智慧医疗、智慧教育、智慧文旅等智慧城市领域。 2、据2025年年度报告及2026年5月9日投资者关系活动记录表，公司2025年8月收购中亿午简65%股权，新增特种设备、管道及压力容器检测业务，2026年将推进检测领域自动化与AI技术升级。 3、据2025年年度报告，公司拥有光伏铝合金边框业务，产品主要配套光伏组件厂，当前拥有6条全自动挤压生产线和5条太阳能边框加工生产线，月产能80万套。	公司拟现金收购盟萤科技51%股权布局智能装备赛道	2026-06-29\|4.60\|-0.43\|4.56\|4.66\|4.54\|37719;2026-06-30\|4.66\|1.30\|4.63\|4.68\|4.56\|40024;2026-07-01\|4.76\|2.15\|4.66\|4.91\|4.62\|57425;2026-07-02\|4.82\|1.26\|4.76\|4.94\|4.73\|60233;2026-07-03\|4.95\|2.70\|4.85\|4.99\|4.78\|70273;2026-07-06\|4.97\|0.40\|4.96\|5.03\|4.92\|45971;2026-07-07\|4.97\|0.00\|4.97\|4.99\|4.90\|46399;2026-07-08\|4.94\|-0.60\|4.98\|4.99\|4.88\|36941;2026-07-09\|4.85\|-1.82\|4.92\|4.94\|4.73\|61594;2026-07-10\|4.86\|0.21\|4.85\|4.93\|4.78\|37491;2026-07-13\|4.68\|-3.70\|4.88\|4.88\|4.67\|47641;2026-07-14\|4.80\|2.56\|4.65\|4.81\|4.64\|42702;2026-07-15\|4.84\|0.83\|4.76\|4.90\|4.76\|47214;2026-07-16\|4.82\|-0.41\|4.81\|4.90\|4.81\|37674;2026-07-17\|4.75\|-1.45\|4.82\|4.87\|4.68\|44591;2026-07-20\|4.66\|-1.89\|4.75\|4.83\|4.61\|47970;2026-07-21\|4.71\|1.07\|4.68\|4.81\|4.55\|76614;2026-07-22\|4.98\|5.73\|4.66\|5.18\|4.65\|225592;2026-07-23\|5.15\|3.41\|5.02\|5.17\|4.96\|187239;2026-07-24\|5.07\|-1.55\|5.15\|5.22\|5.03\|125067;2026-07-27\|5.28\|4.14\|5.06\|5.33\|5.05\|129855;2026-07-28\|5.24\|-0.76\|5.24\|5.33\|5.22\|75336;2026-07-29\|5.32\|1.53\|5.26\|5.34\|5.23\|85430;2026-07-30\|5.29\|-0.56\|5.28\|5.39\|5.27\|71289;2026-07-31\|5.36\|1.32\|5.35\|5.38\|5.28\|65645;2026-08-03\|5.33\|-0.56\|5.36\|5.39\|5.27\|68177;2026-08-04\|5.33\|0.00\|5.34\|5.37\|5.28\|49928;2026-08-05\|5.36\|0.56\|5.33\|5.41\|5.24\|91423;2026-08-06\|5.47\|2.05\|5.33\|5.50\|5.31\|147401;2026-08-07\|5.46\|-0.18\|5.47\|5.48\|5.29\|88904;2026-08-10\|5.55\|1.65\|5.50\|5.62\|5.45\|98861;2026-08-11\|5.60\|0.90\|5.54\|5.64\|5.50\|71907;2026-08-12\|5.61\|0.18\|5.62\|5.65\|5.55\|48161;2026-08-13\|5.53\|-1.43\|5.60\|5.60\|5.51\|56578;2026-08-14\|5.57\|0.72\|5.51\|5.58\|5.47\|49691;2026-08-17\|5.58\|0.18\|5.57\|5.62\|5.48\|60256;2026-08-18\|5.76\|3.23\|5.58\|5.78\|5.57\|138640;2026-08-19\|6.34\|10.07\|6.34\|6.34\|6.34\|141064;2026-08-20\|5.71\|-9.94\|6.50\|6.66\|5.71\|479117;2026-08-21\|5.21\|-8.76\|5.46\|5.46\|5.14\|426464;2026-08-24\|5.27\|1.15\|5.24\|5.36\|5.14\|233463;2026-08-25\|5.67\|7.59\|5.18\|5.80\|5.16\|497649;2026-08-26\|5.76\|1.59\|5.62\|5.94\|5.56\|346422;2026-08-27\|5.81\|0.87\|5.70\|5.98\|5.68\|240237;2026-08-28\|5.70\|-1.89\|5.82\|5.84\|5.65\|180459;2026-08-31\|5.71\|0.18\|5.70\|5.79\|5.65\|127295;2026-09-01\|5.72\|0.18\|5.70\|5.78\|5.68\|131015;2026-09-02\|5.64\|-1.40\|5.68\|5.71\|5.63\|93183;2026-09-03\|5.50\|-2.48\|5.68\|5.70\|5.49\|94586;2026-09-04\|5.46\|-0.73\|5.49\|5.58\|5.44\|96091;2026-09-07\|5.55\|1.65\|5.45\|5.60\|5.44\|82062;2026-09-08\|5.60\|0.90\|5.56\|5.62\|5.52\|73329;2026-09-09\|5.57\|-0.54\|5.57\|5.58\|5.49\|53922;2026-09-10\|5.50\|-1.26\|5.56\|5.56\|5.48\|52562;2026-09-11\|5.32\|-3.27\|5.49\|5.49\|5.26\|102590;2026-09-14\|5.25\|-1.32\|5.32\|5.35\|5.22\|64688;2026-09-15\|5.17\|-1.52\|5.26\|5.26\|5.16\|69188;2026-09-16\|5.30\|2.51\|5.25\|5.33\|5.13\|75000;2026-09-17\|5.29\|-0.19\|5.25\|5.34\|5.20\|116791;2026-09-18\|5.29\|0.00\|5.34\|5.35\|5.26\|86542;2026-09-21\|5.39\|1.89\|5.29\|5.41\|5.27\|78450;2026-09-22\|5.62\|4.27\|5.39\|5.73\|5.36\|196188;2026-09-23\|5.79\|3.02\|5.63\|5.89\|5.55\|167655;2026-09-24\|5.47\|-5.53\|5.77\|5.78\|5.45\|142712;2026-09-28\|5.58\|2.01\|5.56\|5.86\|5.46\|236190;2026-09-29\|5.52\|-1.08\|5.51\|5.58\|5.44\|168569;2026-09-30\|5.47\|-0.91\|5.45\|5.53\|5.38\|98776;2026-10-08\|5.39\|-1.46\|5.48\|5.51\|5.37\|68891;2026-10-09\|5.37\|-0.37\|5.42\|5.43\|5.26\|94025;2026-10-12\|5.25\|-2.23\|5.35\|5.38\|5.25\|63003;2026-10-13\|5.36\|2.10\|5.25\|5.38\|5.13\|80437;2026-10-14\|5.21\|-2.80\|5.36\|5.38\|5.20\|49266;2026-10-15\|5.11\|-1.92\|5.21\|5.21\|5.06\|93521;2026-10-16\|5.13\|0.39\|5.16\|5.25\|5.09\|64984;2026-10-19\|5.06\|-1.36\|5.17\|5.19\|4.99\|90103;2026-10-20\|5.10\|0.79\|5.08\|5.15\|5.03\|56175;2026-10-21\|5.27\|3.33\|5.10\|5.29\|5.09\|82730;2026-10-22\|5.37\|1.90\|5.27\|5.43\|5.18\|155453;2026-10-23\|5.40\|0.56\|5.42\|5.49\|5.07\|199040;2026-10-26\|4.86\|-10.00\|5.06\|5.15\|4.86\|312316;2026-10-27\|4.76\|-2.06\|4.79\|5.04\|4.75\|193595;2026-10-28\|4.80\|0.84\|4.81\|4.83\|4.68\|121159;2026-10-29\|4.80\|0.00\|4.79\|4.83\|4.75\|69553;2026-10-30\|4.75\|-1.04\|4.80\|4.92\|4.70\|112313;2026-11-02\|4.82\|1.47\|4.82\|4.84\|4.70\|76721;2026-11-03\|4.83\|0.21\|4.80\|4.95\|4.79\|70938;2026-11-04\|4.92\|1.86\|4.87\|4.94\|4.80\|88895;2026-11-05\|5.08\|3.25\|4.92\|5.25\|4.90\|114669;2026-11-06\|5.07\|-0.20\|4.92\|5.21\|4.92\|120920
126859	摩根大通：下一轮全球粮食危机可能正在酝酿之中	粮食概念+大健康食品+湖南国资行业原因：据中证报，分析指出，当前地缘冲突通过能源和化肥成本、航运成本和风险偏好间接传导，推升农产品价格中枢，厄尔尼诺现象预期升温成为2026年农产品定价的重要外生变量，定价范式从单一供需因素主导转向“供需+成本+安全溢价+气候预期”的复合模式。公司原因： 1、据2026年6月3日业绩说明会，公司持续聚焦粮油核心主业，重点深耕大健康功能食品赛道，已推出低GI大米、高油酸菜籽油、甘油二酯菜籽油及“药食同源”系列面条等多款产品。 2、据2025年年度报告，公司主要业务为优质粮油、新型健康食品开发、生产及销售，主要产品包括大米、面粉、面条、植物油等，公司品牌“金健”获评国家级消费名品称号。 3、据同花顺iFinD数据，公司控股股东为湖南粮食集团有限责任公司，实际控制人为湖南省人民政府国有资产监督管理委员会。	中国粮食行业第一股，在国内拥有较高的品牌知名度；公司主要产品有大米、面粉、面条、植物油、牛奶等	2026-06-29\|5.19\|0.58\|5.13\|5.22\|5.03\|123119;2026-06-30\|5.20\|0.19\|5.17\|5.22\|5.11\|93769;2026-07-01\|5.33\|2.50\|5.20\|5.36\|5.17\|141330;2026-07-02\|5.37\|0.75\|5.31\|5.42\|5.30\|121848;2026-07-03\|5.39\|0.37\|5.34\|5.45\|5.34\|86459;2026-07-06\|5.43\|0.74\|5.38\|5.46\|5.36\|88857;2026-07-07\|5.36\|-1.29\|5.42\|5.46\|5.26\|101415;2026-07-08\|5.39\|0.56\|5.33\|5.43\|5.27\|83047;2026-07-09\|5.34\|-0.93\|5.35\|5.39\|5.27\|79834;2026-07-10\|5.45\|2.06\|5.34\|5.49\|5.23\|150516;2026-07-13\|5.59\|2.57\|5.49\|5.63\|5.43\|195631;2026-07-14\|5.66\|1.25\|5.58\|5.80\|5.55\|207036;2026-07-15\|5.65\|-0.18\|5.55\|5.69\|5.49\|153212;2026-07-16\|5.71\|1.06\|5.65\|5.74\|5.60\|135332;2026-07-17\|5.56\|-2.63\|5.71\|5.76\|5.52\|154821;2026-07-20\|5.56\|0.00\|5.57\|5.65\|5.50\|121056;2026-07-21\|5.49\|-1.26\|5.56\|5.57\|5.43\|126042;2026-07-22\|5.52\|0.55\|5.45\|5.56\|5.44\|75667;2026-07-23\|5.63\|1.99\|5.52\|5.64\|5.47\|116932;2026-07-24\|5.45\|-3.20\|5.59\|5.63\|5.44\|93971;2026-07-27\|5.50\|0.92\|5.44\|5.52\|5.39\|81568;2026-07-28\|5.51\|0.18\|5.49\|5.56\|5.47\|77708;2026-07-29\|5.56\|0.91\|5.49\|5.60\|5.48\|107828;2026-07-30\|5.51\|-0.90\|5.53\|5.64\|5.49\|147337;2026-07-31\|5.55\|0.73\|5.48\|5.56\|5.47\|101952;2026-08-03\|5.67\|2.16\|5.56\|5.69\|5.55\|137801;2026-08-04\|5.64\|-0.53\|5.67\|5.72\|5.60\|96626;2026-08-05\|5.61\|-0.53\|5.65\|5.66\|5.57\|102355;2026-08-06\|6.17\|9.98\|5.59\|6.17\|5.52\|475038;2026-08-07\|6.32\|2.43\|6.20\|6.57\|5.90\|925800;2026-08-10\|6.30\|-0.32\|6.20\|6.40\|6.12\|549685;2026-08-11\|6.15\|-2.38\|6.26\|6.31\|6.12\|359447;2026-08-12\|6.12\|-0.49\|6.09\|6.15\|6.04\|251732;2026-08-13\|6.11\|-0.16\|6.10\|6.18\|6.02\|254656;2026-08-14\|5.87\|-3.93\|6.06\|6.10\|5.83\|329665;2026-08-17\|6.46\|10.05\|6.32\|6.46\|6.32\|381413;2026-08-18\|7.11\|10.06\|6.85\|7.11\|6.75\|547965;2026-08-19\|7.82\|9.99\|7.82\|7.82\|7.82\|292707;2026-08-20\|8.60\|9.97\|8.14\|8.60\|8.10\|2785813;2026-08-21\|8.20\|-4.65\|9.39\|9.45\|8.00\|2721839;2026-08-24\|8.46\|3.17\|8.35\|8.90\|7.77\|2673184;2026-08-25\|9.31\|10.05\|8.46\|9.31\|8.46\|2962935;2026-08-26\|9.80\|5.26\|9.16\|10.01\|9.02\|3041437;2026-08-27\|10.78\|10.00\|10.30\|10.78\|9.91\|1304343;2026-08-28\|11.77\|9.18\|10.93\|11.79\|10.70\|2892282;2026-08-31\|12.04\|2.29\|11.79\|12.58\|11.65\|2861741;2026-09-01\|13.24\|9.97\|12.05\|13.24\|12.05\|1388371;2026-09-02\|12.40\|-6.34\|13.20\|13.88\|12.28\|2849911;2026-09-03\|12.67\|2.18\|12.47\|12.98\|11.53\|2773052;2026-09-04\|12.30\|-2.92\|11.83\|13.02\|11.40\|2615938;2026-09-07\|13.53\|10.00\|13.23\|13.53\|12.80\|1379519;2026-09-08\|14.79\|9.31\|14.07\|14.88\|14.01\|2992169;2026-09-09\|14.33\|-3.11\|14.50\|15.07\|14.05\|2498195;2026-09-10\|14.00\|-2.30\|14.36\|14.69\|13.78\|2066830;2026-09-11\|13.55\|-3.21\|13.72\|14.42\|13.17\|2445675;2026-09-14\|14.17\|4.58\|13.12\|14.36\|12.67\|2548840;2026-09-15\|12.75\|-10.02\|14.12\|14.15\|12.75\|1555792;2026-09-16\|11.84\|-7.14\|11.48\|12.29\|11.48\|2397693;2026-09-17\|13.02\|9.97\|12.00\|13.02\|11.51\|1926605;2026-09-18\|14.32\|9.98\|12.90\|14.32\|12.60\|3020547;2026-09-21\|15.75\|9.99\|14.50\|15.75\|14.24\|1825757;2026-09-22\|16.47\|4.57\|16.05\|16.55\|15.51\|2574045;2026-09-23\|16.75\|1.70\|16.41\|16.88\|16.11\|2074239;2026-09-24\|16.49\|-1.55\|16.74\|17.05\|15.29\|2651298;2026-09-28\|14.84\|-10.01\|16.15\|16.20\|14.84\|363611;2026-09-29\|13.36\|-9.97\|13.60\|14.08\|13.36\|1476670;2026-09-30\|13.14\|-1.65\|12.80\|13.63\|12.68\|2255714;2026-10-08\|13.80\|5.02\|13.36\|14.45\|13.00\|2621813;2026-10-09\|15.18\|10.00\|13.80\|15.18\|13.40\|2019398;2026-10-12\|13.90\|-8.43\|16.42\|16.70\|13.82\|3736900;2026-10-13\|14.55\|4.68\|12.51\|14.60\|12.51\|2935889;2026-10-14\|14.76\|1.44\|14.66\|15.40\|13.88\|2429277;2026-10-15\|13.43\|-9.01\|14.58\|14.89\|13.30\|2171687;2026-10-16\|14.62\|8.86\|13.77\|14.76\|13.75\|2445507;2026-10-19\|13.16\|-9.99\|14.00\|14.35\|13.16\|2170337;2026-10-20\|13.24\|0.61\|12.93\|13.80\|12.30\|2104480;2026-10-21\|13.61\|2.79\|13.24\|14.15\|13.10\|1970382;2026-10-22\|12.25\|-9.99\|13.39\|13.51\|12.25\|1723219;2026-10-23\|11.46\|-6.45\|11.60\|11.87\|11.03\|1775764;2026-10-26\|11.16\|-2.62\|11.17\|11.46\|10.61\|1329797;2026-10-27\|10.38\|-6.99\|11.16\|11.45\|10.35\|1677505;2026-10-28\|10.30\|-0.77\|10.69\|10.70\|9.99\|1395987;2026-10-29\|9.68\|-6.02\|10.29\|10.29\|9.64\|1219566;2026-10-30\|9.54\|-1.45\|9.40\|9.81\|9.05\|1175241;2026-11-02\|9.78\|2.52\|9.58\|9.94\|9.06\|1259873;2026-11-03\|10.10\|3.27\|9.70\|10.53\|9.70\|1893111;2026-11-04\|10.50\|3.96\|10.10\|10.64\|9.60\|2502856;2026-11-05\|10.47\|-0.29\|10.10\|10.70\|10.05\|2183622;2026-11-06\|11.19\|6.88\|10.43\|11.35\|10.43\|2602611
126858	摩根大通：下一轮全球粮食危机可能正在酝酿之中	肉牛全产业链+活畜销售增长+摘帽 1、据2026年8月4日互动易，公司深耕牛育种、肉牛养殖等领域，正推进“育种—饲料—养殖—食品加工”全产业链布局，涵盖育种、养殖、饲料及食品板块。 2、据2026年7月4日公告，公司2026年6月销售活畜806头，销售收入1056.40万元，销量环比增加82.77%，收入环比增加154.63%。 3、据2026年6月18日公告，公司股票自2026年6月22日起撤销退市风险警示及其他风险警示，股票简称由“*ST天山”变更为“天山生物”。	我国最大的牛品种改良产品及服务提供商之一；公司主要业务为种牛、奶牛的养殖、销售和进出口，主营涵盖生鲜牛乳的收购和销售，牛奶直接销售给各大乳品加工企业	2026-06-29\|7.59\|-3.31\|7.80\|7.89\|7.41\|58155;2026-06-30\|7.60\|0.13\|7.58\|8.03\|7.42\|58320;2026-07-01\|8.07\|6.18\|7.55\|8.22\|7.55\|87204;2026-07-02\|8.38\|3.84\|8.06\|8.70\|8.00\|91448;2026-07-03\|8.93\|6.56\|8.35\|9.13\|8.30\|103535;2026-07-06\|8.83\|-1.12\|8.91\|9.18\|8.74\|71684;2026-07-07\|8.15\|-7.70\|8.83\|8.98\|8.13\|65876;2026-07-08\|8.00\|-1.84\|8.21\|8.29\|7.81\|52881;2026-07-09\|8.00\|0.00\|8.00\|8.19\|7.88\|48937;2026-07-10\|8.41\|5.12\|8.00\|8.73\|7.83\|96256;2026-07-13\|8.02\|-4.64\|8.40\|8.46\|7.95\|56785;2026-07-14\|7.98\|-0.50\|8.01\|8.17\|7.85\|47999;2026-07-15\|8.13\|1.88\|8.00\|8.16\|7.85\|54898;2026-07-16\|8.32\|2.34\|8.09\|8.55\|7.96\|60765;2026-07-17\|7.86\|-5.53\|8.31\|8.40\|7.80\|59480;2026-07-20\|7.58\|-3.56\|7.96\|8.06\|7.49\|49244;2026-07-21\|7.44\|-1.85\|7.58\|7.68\|7.20\|57314;2026-07-22\|7.40\|-0.54\|7.45\|7.73\|7.31\|40875;2026-07-23\|7.68\|3.78\|7.40\|7.70\|7.30\|51440;2026-07-24\|7.48\|-2.60\|7.54\|7.68\|7.43\|23947;2026-07-27\|7.64\|2.14\|7.48\|7.68\|7.32\|26654;2026-07-28\|7.81\|2.23\|7.60\|8.17\|7.58\|56803;2026-07-29\|7.82\|0.13\|7.71\|8.10\|7.64\|57096;2026-07-30\|7.58\|-3.07\|7.78\|8.01\|7.53\|59034;2026-07-31\|7.85\|3.56\|7.51\|7.87\|7.51\|46519;2026-08-03\|8.00\|1.91\|7.92\|8.09\|7.78\|49063;2026-08-04\|8.13\|1.62\|8.02\|8.18\|8.02\|43955;2026-08-05\|8.27\|1.72\|8.18\|8.30\|8.10\|43929;2026-08-06\|8.35\|0.97\|8.30\|8.38\|8.17\|51634;2026-08-07\|8.15\|-2.40\|8.35\|8.35\|8.04\|40168;2026-08-10\|8.45\|3.68\|8.18\|8.55\|8.06\|56730;2026-08-11\|8.36\|-1.07\|8.45\|8.48\|8.32\|36969;2026-08-12\|8.48\|1.44\|8.33\|8.55\|8.28\|39044;2026-08-13\|8.78\|3.54\|8.50\|9.28\|8.40\|135705;2026-08-14\|8.94\|1.82\|8.78\|9.21\|8.62\|134707;2026-08-17\|10.73\|20.02\|9.09\|10.73\|9.02\|249244;2026-08-18\|12.88\|20.04\|11.88\|12.88\|11.88\|150723;2026-08-19\|14.45\|12.19\|14.60\|15.41\|13.51\|618200;2026-08-20\|14.14\|-2.15\|13.83\|15.24\|13.01\|532007;2026-08-21\|12.80\|-9.48\|13.54\|13.82\|12.10\|432190;2026-08-24\|15.36\|20.00\|13.37\|15.36\|12.19\|463666;2026-08-25\|16.63\|8.27\|15.78\|17.80\|15.35\|600922;2026-08-26\|15.55\|-6.49\|15.50\|16.31\|14.80\|437554;2026-08-27\|16.64\|7.01\|15.53\|16.80\|15.25\|428734;2026-08-28\|15.35\|-7.75\|16.19\|16.39\|15.28\|370969;2026-08-31\|14.47\|-5.73\|15.75\|16.19\|13.80\|427418;2026-09-01\|15.14\|4.63\|13.88\|15.90\|13.85\|439676;2026-09-02\|14.58\|-3.70\|14.80\|14.99\|13.80\|335220;2026-09-03\|13.51\|-7.34\|14.51\|14.51\|13.20\|308882;2026-09-04\|14.39\|6.51\|13.69\|14.43\|13.33\|311322;2026-09-07\|15.75\|9.45\|14.56\|15.80\|14.47\|376426;2026-09-08\|15.90\|0.95\|15.00\|16.21\|14.66\|390708;2026-09-09\|14.99\|-5.72\|14.94\|16.10\|14.94\|321701;2026-09-10\|13.40\|-10.61\|14.99\|15.41\|13.20\|319919;2026-09-11\|12.44\|-7.16\|13.18\|13.46\|12.25\|273284;2026-09-14\|13.20\|6.11\|12.37\|14.15\|11.86\|312359;2026-09-15\|13.12\|-0.61\|13.87\|13.90\|13.00\|257071;2026-09-16\|13.40\|2.13\|13.50\|13.85\|13.01\|266016;2026-09-17\|14.01\|4.55\|13.47\|14.30\|13.18\|364793;2026-09-18\|13.08\|-6.64\|12.88\|13.39\|12.68\|324224;2026-09-21\|13.23\|1.15\|12.38\|13.25\|12.36\|268770;2026-09-22\|13.72\|3.70\|13.11\|14.08\|12.93\|281015;2026-09-23\|13.01\|-5.17\|13.90\|14.12\|12.96\|214918;2026-09-24\|12.37\|-4.92\|13.27\|13.30\|12.33\|163952;2026-09-28\|12.26\|-0.89\|12.56\|13.06\|12.15\|181761;2026-09-29\|11.88\|-3.10\|11.82\|12.18\|11.82\|142710;2026-09-30\|12.06\|1.52\|11.95\|12.47\|11.91\|128395;2026-10-08\|12.21\|1.24\|11.87\|12.96\|11.87\|172321;2026-10-09\|13.11\|7.37\|12.21\|13.91\|12.12\|340281;2026-10-12\|12.08\|-7.86\|13.11\|13.80\|12.04\|298290;2026-10-13\|12.19\|0.91\|11.94\|12.19\|11.37\|184908;2026-10-14\|11.73\|-3.77\|12.19\|12.49\|11.66\|117788;2026-10-15\|11.21\|-4.43\|11.25\|11.44\|11.08\|110051;2026-10-16\|10.99\|-1.96\|11.33\|11.46\|10.84\|114103;2026-10-19\|10.68\|-2.82\|10.93\|10.99\|10.43\|111120;2026-10-20\|10.71\|0.28\|10.60\|10.99\|10.59\|84778;2026-10-21\|10.80\|0.84\|10.70\|11.05\|10.70\|86348;2026-10-22\|10.14\|-6.11\|10.69\|10.88\|10.14\|89961;2026-10-23\|10.20\|0.59\|10.05\|10.24\|9.47\|111374;2026-10-26\|9.91\|-2.84\|10.11\|10.18\|9.75\|74897;2026-10-27\|9.70\|-2.12\|9.90\|10.04\|9.66\|64588;2026-10-28\|9.82\|1.24\|9.62\|9.94\|9.48\|66806;2026-10-29\|9.65\|-1.73\|9.87\|9.99\|9.65\|69316;2026-10-30\|9.56\|-0.93\|9.63\|10.02\|9.38\|100698;2026-11-02\|9.87\|3.24\|9.56\|9.90\|9.16\|97400;2026-11-03\|9.81\|-0.61\|9.76\|10.09\|9.62\|89306;2026-11-04\|9.90\|0.92\|9.73\|9.97\|9.51\|121879;2026-11-05\|10.13\|2.32\|9.83\|10.13\|9.68\|128039;2026-11-06\|11.42\|12.73\|9.93\|11.52\|9.85\|390723
126857			实控人为中国铁路集团，公司为国内唯一的高铁特殊调整扣件系统集成商，上半年净利润同比增长32.38%，因本部产品履约数量增加，带动营业收入同步增长	2026-06-29\|16.06\|-0.50\|16.14\|16.19\|15.65\|9340;2026-06-30\|16.15\|0.56\|15.91\|16.25\|15.86\|6218;2026-07-01\|16.66\|3.16\|16.15\|16.90\|16.00\|10782;2026-07-02\|16.96\|1.80\|16.85\|17.05\|16.60\|9320;2026-07-03\|17.60\|3.77\|16.98\|17.68\|16.95\|11200;2026-07-06\|17.45\|-0.85\|17.60\|17.68\|17.44\|6006;2026-07-07\|16.63\|-4.70\|17.43\|17.45\|16.63\|6584;2026-07-08\|16.67\|0.24\|16.73\|16.91\|16.51\|4243;2026-07-09\|16.50\|-1.02\|16.70\|16.77\|16.35\|6321;2026-07-10\|16.88\|2.30\|16.40\|17.18\|16.21\|8172;2026-07-13\|16.40\|-2.84\|16.80\|16.80\|16.39\|7095;2026-07-14\|16.81\|2.50\|16.36\|16.85\|16.34\|5537;2026-07-15\|16.95\|0.83\|16.81\|17.04\|16.60\|4828;2026-07-16\|16.88\|-0.41\|16.80\|17.18\|16.69\|15056;2026-07-17\|16.56\|-1.90\|16.89\|17.53\|16.47\|13205;2026-07-20\|16.34\|-1.33\|16.56\|17.06\|16.13\|11711;2026-07-21\|16.13\|-1.29\|16.20\|16.40\|15.94\|12667;2026-07-22\|16.08\|-0.31\|16.15\|16.25\|15.80\|9908;2026-07-23\|16.19\|0.68\|15.92\|16.35\|15.88\|10763;2026-07-24\|15.77\|-2.59\|16.05\|16.19\|15.67\|9530;2026-07-27\|16.05\|1.78\|15.68\|16.06\|15.68\|7875;2026-07-28\|16.15\|0.62\|15.95\|16.17\|15.93\|5551;2026-07-29\|16.28\|0.81\|16.15\|16.34\|16.02\|12297;2026-07-30\|16.30\|0.12\|16.29\|16.47\|16.10\|10815;2026-07-31\|16.54\|1.47\|16.48\|16.60\|16.32\|11696;2026-08-03\|16.88\|2.06\|16.54\|16.94\|16.43\|12340;2026-08-04\|16.67\|-1.24\|16.90\|16.90\|16.61\|12025;2026-08-05\|16.78\|0.66\|16.69\|16.92\|16.60\|9878;2026-08-06\|16.79\|0.06\|16.80\|16.88\|16.57\|6578;2026-08-07\|17.22\|2.56\|16.79\|17.30\|16.68\|14226;2026-08-10\|17.38\|0.93\|17.17\|17.44\|16.86\|9748;2026-08-11\|17.22\|-0.92\|17.27\|17.43\|17.19\|7413;2026-08-12\|17.29\|0.41\|17.16\|17.39\|17.16\|5930;2026-08-13\|17.09\|-1.16\|17.12\|17.38\|17.05\|5115;2026-08-14\|16.93\|-0.94\|17.09\|17.13\|16.81\|8722;2026-08-17\|17.42\|2.89\|16.95\|17.51\|16.80\|12081;2026-08-18\|17.39\|-0.17\|17.59\|17.59\|17.03\|9091;2026-08-19\|19.70\|13.28\|19.00\|20.80\|19.00\|85733;2026-08-20\|19.14\|-2.84\|19.30\|19.58\|18.91\|49558;2026-08-21\|18.45\|-3.60\|18.85\|19.18\|18.34\|24909;2026-08-24\|18.45\|0.00\|18.30\|18.60\|18.15\|20218;2026-08-25\|18.50\|0.27\|18.67\|18.67\|18.13\|12093;2026-08-26\|18.49\|-0.05\|18.49\|18.65\|18.10\|14274;2026-08-27\|18.29\|-1.08\|18.49\|18.67\|18.25\|13200;2026-08-28\|18.59\|1.64\|18.30\|18.70\|18.28\|14677;2026-08-31\|18.56\|-0.16\|18.53\|18.66\|18.30\|11791;2026-09-01\|19.32\|4.09\|18.56\|19.50\|18.53\|32900;2026-09-02\|18.99\|-1.71\|19.01\|19.48\|18.89\|13587;2026-09-03\|18.81\|-0.95\|18.86\|19.15\|18.74\|11054;2026-09-04\|18.85\|0.21\|18.85\|19.20\|18.80\|8747;2026-09-07\|18.81\|-0.21\|18.96\|19.10\|18.76\|8428;2026-09-08\|18.99\|0.96\|18.84\|19.05\|18.81\|8095;2026-09-09\|18.91\|-0.42\|18.99\|19.14\|18.81\|5408;2026-09-10\|18.75\|-0.85\|18.78\|18.98\|18.63\|4769;2026-09-11\|18.30\|-2.40\|18.75\|18.75\|18.25\|8561;2026-09-14\|18.48\|0.98\|18.40\|18.67\|18.21\|7949;2026-09-15\|18.23\|-1.35\|18.48\|18.55\|18.14\|8312;2026-09-16\|18.10\|-0.71\|18.39\|18.40\|17.89\|6567;2026-09-17\|18.23\|0.72\|18.18\|18.38\|18.00\|11275;2026-09-18\|18.42\|1.04\|18.18\|18.52\|18.10\|7295;2026-09-21\|18.50\|0.43\|18.42\|18.65\|18.25\|9623;2026-09-22\|18.55\|0.27\|18.48\|18.85\|18.45\|6684;2026-09-23\|18.54\|-0.05\|18.70\|18.70\|18.42\|6491;2026-09-24\|18.75\|1.85\|18.59\|18.95\|18.40\|11046;2026-09-28\|18.64\|-0.59\|18.76\|18.76\|18.35\|9564;2026-09-29\|18.46\|-0.97\|18.54\|18.73\|18.38\|7619;2026-09-30\|18.50\|0.22\|18.68\|18.70\|18.42\|5705;2026-10-08\|18.26\|-1.30\|18.47\|18.70\|18.10\|12685;2026-10-09\|18.42\|0.88\|18.38\|18.47\|17.94\|10225;2026-10-12\|18.11\|-1.68\|18.31\|18.56\|18.01\|9858;2026-10-13\|17.94\|-0.94\|18.01\|18.35\|17.57\|10140;2026-10-14\|17.91\|-0.17\|18.10\|18.19\|17.82\|10109;2026-10-15\|17.58\|-1.84\|17.58\|17.88\|17.40\|9161;2026-10-16\|18.07\|2.79\|17.74\|18.33\|17.74\|11820;2026-10-19\|18.41\|1.88\|18.23\|18.50\|18.04\|10785;2026-10-20\|18.45\|0.22\|18.33\|18.56\|18.21\|7919;2026-10-21\|18.59\|0.76\|18.23\|18.87\|18.23\|11131;2026-10-22\|19.20\|3.28\|18.59\|19.89\|18.33\|34130;2026-10-23\|19.27\|0.36\|19.21\|19.35\|18.20\|31155;2026-10-26\|20.13\|4.46\|19.09\|20.79\|18.90\|50810;2026-10-27\|20.85\|3.58\|20.13\|21.28\|20.05\|53416;2026-10-28\|20.88\|0.14\|20.99\|21.11\|20.30\|39206;2026-10-29\|18.37\|-12.02\|21.35\|21.38\|18.18\|77611;2026-10-30\|17.97\|-2.18\|18.43\|18.76\|17.65\|35761;2026-11-02\|18.87\|5.01\|17.96\|19.29\|17.96\|51078;2026-11-03\|18.69\|-0.95\|18.90\|19.25\|18.50\|26983;2026-11-04\|18.92\|1.23\|18.85\|19.01\|18.61\|22723;2026-11-05\|19.46\|2.85\|18.85\|19.65\|18.67\|21563;2026-11-06\|19.18\|-1.44\|19.12\|19.55\|18.88\|21586
126856		并购重组+车载显示+智能电表 1、据2026年8月18日公告，公司正在筹划以现金方式购买江苏新通达电子科技股份有限公司50%股份，交易完成后江苏新通达将成为公司控股子公司，本次交易预计构成重大资产重组。 2、据2026年6月24日互动易，公司凭借高精度彩膜贴附、息屏一体黑及TFT光学贴合等技术，开创出应用于汽车仪表控制的车载大尺寸VA型液晶显示屏，能实现比TFT彩屏更好的指标效果并大幅降低成本。 3、据2026年6月24日互动易，公司液晶显示器已广泛大批量应用在国家电网的智能电表、物联网电表及集中器电表上。	1、公司筹划收购江苏新通达50%股份，标的主要从事定制化液晶专显产品的研产销，主要产品为TN型(含HTN型)、STN型、VA型液晶显示屏和模组以及TFT型液晶显示模组，产品应用于工业控制、汽车电子、智能家电、医疗健康等专显领域； 2、公司产品使用到PCB，PCB由公司设计，由供方协作生产	2026-06-29\|20.52\|-6.47\|21.68\|21.99\|19.90\|51423;2026-06-30\|20.74\|1.07\|20.32\|21.14\|20.03\|33586;2026-07-01\|20.39\|-1.69\|20.77\|21.09\|19.80\|39394;2026-07-02\|20.99\|2.94\|20.11\|22.68\|19.82\|51724;2026-07-03\|20.22\|-3.67\|20.79\|21.39\|20.22\|43156;2026-07-06\|20.25\|0.15\|20.12\|20.99\|19.60\|40839;2026-07-07\|18.89\|-6.72\|20.01\|20.28\|18.65\|37607;2026-07-08\|18.27\|-3.28\|18.86\|19.04\|17.83\|37342;2026-07-09\|18.01\|-1.42\|18.17\|18.39\|17.08\|26606;2026-07-10\|17.81\|-1.11\|18.01\|18.45\|17.70\|28150;2026-07-13\|16.55\|-7.07\|17.82\|17.82\|16.49\|30106;2026-07-14\|16.90\|2.11\|16.54\|16.90\|16.05\|27348;2026-07-15\|16.56\|-2.01\|16.92\|17.00\|16.43\|27554;2026-07-16\|16.71\|0.91\|16.35\|17.49\|16.22\|39163;2026-07-17\|15.54\|-7.00\|16.62\|16.79\|15.34\|35746;2026-07-20\|14.66\|-5.66\|15.76\|16.20\|14.37\|37722;2026-07-21\|14.97\|2.11\|14.90\|15.18\|13.55\|39213;2026-07-22\|14.82\|-1.00\|14.85\|15.21\|14.60\|34626;2026-07-23\|15.17\|2.36\|15.05\|15.22\|14.75\|18603;2026-07-24\|14.89\|-1.85\|14.99\|15.14\|14.64\|14707;2026-07-27\|15.44\|3.69\|14.99\|15.48\|14.41\|18163;2026-07-28\|15.14\|-1.94\|15.23\|15.68\|14.90\|31149;2026-07-29\|15.37\|1.52\|15.04\|15.49\|14.83\|27086;2026-07-30\|14.90\|-3.06\|15.29\|15.60\|14.71\|26669;2026-07-31\|15.31\|2.75\|15.18\|15.68\|15.18\|30182;2026-08-03\|15.88\|3.72\|15.32\|15.95\|15.31\|27727;2026-08-04\|16.35\|2.96\|15.90\|16.51\|15.90\|29121;2026-08-05\|16.65\|1.83\|16.35\|16.77\|16.31\|26695;2026-08-06\|16.84\|1.14\|16.60\|16.88\|16.41\|20639;2026-08-07\|16.87\|0.18\|16.91\|16.91\|16.42\|22540;2026-08-10\|17.06\|1.13\|16.87\|17.12\|16.58\|19774;2026-08-11\|17.11\|0.29\|17.14\|17.23\|16.71\|18153;2026-08-12\|17.30\|1.11\|17.20\|17.41\|17.00\|12727;2026-08-13\|17.03\|-1.56\|17.48\|17.54\|17.01\|17012;2026-08-14\|17.23\|1.17\|17.10\|17.30\|17.00\|15741;2026-08-17\|17.65\|2.44\|17.25\|17.68\|16.93\|18627;2026-08-18\|21.18\|20.00\|18.98\|21.18\|18.88\|56635;2026-08-19\|25.42\|20.02\|22.58\|25.42\|21.51\|227513;2026-08-20\|22.54\|-11.33\|23.00\|25.28\|22.00\|170371;2026-08-21\|23.35\|3.59\|22.54\|24.11\|20.28\|180935;2026-08-24\|20.86\|-10.66\|21.81\|21.92\|20.45\|134847;2026-08-25\|20.62\|-1.15\|20.11\|21.17\|19.40\|105021;2026-08-26\|19.80\|-3.98\|20.30\|21.05\|19.50\|118562;2026-08-27\|20.33\|2.68\|19.67\|20.68\|19.67\|105429;2026-08-28\|19.74\|-2.90\|19.98\|20.40\|19.70\|80858;2026-08-31\|20.30\|2.84\|19.40\|20.32\|19.11\|69471;2026-09-01\|20.20\|-0.49\|20.10\|20.31\|19.78\|61113;2026-09-02\|19.16\|-5.15\|20.00\|20.00\|18.88\|68584;2026-09-03\|18.76\|-2.09\|19.22\|19.55\|18.51\|60100;2026-09-04\|18.94\|0.96\|18.86\|19.88\|18.70\|62543;2026-09-07\|19.98\|5.49\|19.11\|20.18\|19.00\|77502;2026-09-08\|19.63\|-1.75\|19.95\|19.95\|19.41\|49929;2026-09-09\|19.22\|-2.09\|19.58\|19.78\|19.05\|37343;2026-09-10\|19.02\|-1.04\|19.21\|19.31\|18.81\|26299;2026-09-11\|18.43\|-3.10\|18.85\|18.96\|18.23\|36561;2026-09-14\|18.80\|2.01\|18.56\|19.05\|18.28\|28320;2026-09-15\|18.23\|-3.03\|18.68\|18.86\|18.20\|24931;2026-09-16\|18.76\|2.91\|18.31\|18.76\|18.12\|28741;2026-09-17\|18.91\|0.80\|19.14\|19.50\|18.60\|36955;2026-09-18\|19.02\|0.58\|18.98\|19.20\|18.91\|33026;2026-09-21\|19.79\|4.05\|19.01\|19.99\|19.01\|43855;2026-09-22\|19.72\|-0.35\|19.81\|19.95\|19.63\|34888;2026-09-23\|19.55\|-0.86\|19.91\|19.98\|19.38\|23199;2026-09-24\|19.28\|-1.38\|19.45\|19.65\|19.23\|17588;2026-09-28\|18.69\|-3.06\|19.27\|19.39\|18.53\|22667;2026-09-29\|18.93\|1.28\|18.60\|19.06\|18.53\|15984;2026-09-30\|18.50\|-2.27\|19.01\|19.15\|18.41\|20506;2026-10-08\|18.23\|-1.46\|18.50\|18.87\|18.05\|23409;2026-10-09\|17.86\|-2.03\|18.10\|18.23\|16.85\|29447;2026-10-12\|17.52\|-1.90\|17.83\|17.96\|17.40\|20296;2026-10-13\|17.98\|2.63\|17.28\|18.15\|16.61\|27564;2026-10-14\|17.52\|-2.56\|18.04\|18.04\|17.47\|19702;2026-10-15\|17.12\|-2.28\|17.28\|17.43\|16.78\|23197;2026-10-16\|17.17\|0.29\|17.40\|17.54\|16.94\|21705;2026-10-19\|16.85\|-1.86\|16.96\|17.16\|16.27\|17530;2026-10-20\|17.30\|2.67\|16.91\|17.48\|16.86\|19039;2026-10-21\|17.01\|-1.68\|17.32\|17.48\|16.91\|12700;2026-10-22\|16.59\|-2.47\|17.27\|18.15\|16.58\|33581;2026-10-23\|17.07\|2.89\|16.59\|17.12\|15.62\|33444;2026-10-26\|16.89\|-1.05\|16.86\|17.18\|16.55\|19060;2026-10-27\|16.28\|-3.61\|16.97\|17.23\|16.27\|14813;2026-10-28\|16.92\|3.93\|16.60\|17.20\|16.28\|20695;2026-10-29\|16.15\|-4.55\|16.99\|16.99\|16.15\|17907;2026-10-30\|15.47\|-4.21\|16.23\|16.49\|15.30\|20120;2026-11-02\|15.85\|2.46\|15.60\|15.97\|15.01\|23883;2026-11-03\|15.51\|-2.15\|15.95\|15.99\|15.34\|15026;2026-11-04\|15.99\|3.09\|15.53\|16.06\|15.10\|22978;2026-11-05\|16.56\|3.56\|15.71\|16.60\|15.70\|24270;2026-11-06\|16.08\|-2.90\|15.78\|16.25\|15.67\|19167
126813		涨停揭秘：法院裁定受理子公司恒力国贸重整，叠加ST板块整体回暖，困境反转逻辑获资金响应；涨停缘由：恒力国贸重整程序启动，有望剥离低效资产、引入战投并改善现金流；母公司债务化解节奏加快，市场预期重整方案将逐步明朗；资金逻辑：融资余额连续三日回升，深股通持仓小幅加仓，显示部分资金提前博弈重整进展，成交额放大伴随换手率跃升至15%以上；风险提示：重整存在重大不确定性，子公司资产负债率超90%，清偿率偏低，短期难有实质业绩改善	公司申请撤销其他风险警示	2026-06-29\|2.55\|-1.92\|2.60\|2.62\|2.50\|57136;2026-06-30\|2.53\|-0.78\|2.55\|2.59\|2.51\|42817;2026-07-01\|2.62\|3.56\|2.55\|2.65\|2.53\|70701;2026-07-02\|2.75\|4.96\|2.66\|2.75\|2.63\|66798;2026-07-03\|2.89\|5.09\|2.86\|2.89\|2.78\|130168;2026-07-06\|2.86\|-1.04\|2.98\|3.03\|2.82\|124038;2026-07-07\|2.72\|-4.90\|2.87\|2.88\|2.70\|73720;2026-07-08\|2.79\|2.57\|2.71\|2.84\|2.67\|51236;2026-07-09\|2.74\|-1.79\|2.79\|2.84\|2.73\|46408;2026-07-10\|2.71\|-1.09\|2.74\|2.75\|2.69\|56761;2026-07-13\|2.68\|-1.11\|2.68\|2.78\|2.67\|60338;2026-07-14\|2.68\|0.00\|2.60\|2.70\|2.60\|40240;2026-07-15\|2.54\|-5.22\|2.60\|2.64\|2.49\|110636;2026-07-16\|2.30\|-9.45\|2.54\|2.54\|2.29\|175430;2026-07-17\|2.21\|-3.91\|2.27\|2.36\|2.20\|100597;2026-07-20\|2.19\|-0.91\|2.29\|2.33\|2.15\|99222;2026-07-21\|2.25\|2.74\|2.20\|2.27\|2.15\|79807;2026-07-22\|2.20\|-2.22\|2.25\|2.26\|2.15\|51940;2026-07-23\|2.23\|1.36\|2.20\|2.23\|2.15\|41039;2026-07-24\|2.21\|-0.90\|2.23\|2.29\|2.21\|54496;2026-07-27\|2.43\|9.95\|2.32\|2.43\|2.30\|89208;2026-07-28\|2.41\|-0.82\|2.48\|2.54\|2.40\|107194;2026-07-29\|2.39\|-0.83\|2.41\|2.44\|2.36\|65914;2026-07-30\|2.30\|-3.77\|2.41\|2.42\|2.29\|63137;2026-07-31\|2.33\|1.30\|2.30\|2.35\|2.28\|60860;2026-08-03\|2.37\|1.72\|2.32\|2.38\|2.31\|55512;2026-08-04\|2.37\|0.00\|2.29\|2.41\|2.29\|52871;2026-08-05\|2.40\|1.27\|2.37\|2.40\|2.35\|65571;2026-08-06\|2.47\|2.92\|2.41\|2.49\|2.38\|73944;2026-08-07\|2.42\|-2.02\|2.45\|2.46\|2.39\|54666;2026-08-10\|2.41\|-0.41\|2.41\|2.44\|2.40\|37282;2026-08-11\|2.44\|1.24\|2.41\|2.47\|2.39\|44251;2026-08-12\|2.52\|3.28\|2.42\|2.57\|2.42\|59093;2026-08-13\|2.46\|-2.38\|2.53\|2.59\|2.45\|68747;2026-08-14\|2.43\|-1.22\|2.46\|2.47\|2.42\|34028;2026-08-17\|2.67\|9.88\|2.67\|2.67\|2.67\|16712;2026-08-18\|2.94\|10.11\|2.94\|2.94\|2.94\|13198;2026-08-19\|3.05\|3.74\|3.20\|3.20\|2.94\|503491;2026-08-20\|3.23\|5.90\|2.97\|3.36\|2.97\|408668;2026-08-21\|3.31\|2.48\|3.20\|3.34\|3.11\|290528;2026-08-24\|3.27\|-1.21\|3.28\|3.44\|3.20\|214113;2026-08-26\|3.41\|4.28\|3.30\|3.60\|3.28\|523223;2026-08-27\|3.22\|-5.57\|3.35\|3.40\|3.16\|377647;2026-08-28\|3.16\|-1.86\|3.16\|3.28\|3.16\|194365;2026-08-31\|3.18\|0.63\|3.10\|3.23\|3.09\|192516;2026-09-01\|3.22\|1.26\|3.21\|3.25\|3.15\|149520;2026-09-02\|3.16\|-1.86\|3.22\|3.25\|3.15\|119754;2026-09-03\|3.18\|0.63\|3.17\|3.23\|3.16\|113219;2026-09-04\|3.14\|-1.26\|3.19\|3.23\|3.12\|143598;2026-09-07\|3.14\|0.00\|3.12\|3.17\|3.11\|109035;2026-09-08\|3.34\|6.37\|3.16\|3.34\|3.14\|274345;2026-09-09\|3.25\|-2.69\|3.32\|3.35\|3.23\|212937;2026-09-10\|3.33\|2.46\|3.27\|3.39\|3.17\|199982;2026-09-11\|3.21\|-3.60\|3.30\|3.30\|3.14\|193022;2026-09-14\|3.27\|1.87\|3.18\|3.29\|3.18\|133487;2026-09-15\|3.25\|-0.61\|3.27\|3.33\|3.22\|133729;2026-09-16\|3.32\|2.15\|3.25\|3.36\|3.19\|163742;2026-09-17\|3.40\|2.41\|3.36\|3.45\|3.29\|241274;2026-09-18\|3.24\|-4.71\|3.39\|3.40\|3.18\|244543;2026-09-21\|3.35\|3.40\|3.29\|3.49\|3.26\|246505;2026-09-22\|3.28\|-2.09\|3.34\|3.46\|3.28\|222256;2026-09-23\|3.18\|-3.05\|3.28\|3.28\|3.18\|145026;2026-09-24\|3.21\|0.94\|3.22\|3.24\|3.16\|80233;2026-09-28\|3.37\|4.98\|3.21\|3.42\|3.17\|303431;2026-09-29\|3.25\|-3.56\|3.40\|3.40\|3.23\|194023;2026-09-30\|3.35\|3.08\|3.32\|3.38\|3.24\|187349;2026-10-08\|3.30\|-1.49\|3.34\|3.39\|3.27\|134480;2026-10-09\|3.38\|2.42\|3.30\|3.38\|3.20\|157842;2026-10-12\|3.22\|-4.73\|3.31\|3.37\|3.21\|163332;2026-10-13\|3.28\|1.86\|3.20\|3.28\|3.13\|128310;2026-10-14\|3.26\|-0.61\|3.30\|3.34\|3.23\|107706;2026-10-15\|3.15\|-3.37\|3.21\|3.21\|3.13\|135937;2026-10-16\|3.13\|-0.63\|3.17\|3.18\|3.07\|113085;2026-10-19\|3.11\|-0.64\|3.08\|3.21\|3.06\|108234;2026-10-20\|3.03\|-2.57\|3.12\|3.13\|2.99\|127175;2026-10-21\|3.01\|-0.66\|3.08\|3.08\|2.97\|118276;2026-10-22\|2.88\|-4.32\|3.02\|3.04\|2.88\|106623;2026-10-23\|2.87\|-0.35\|2.86\|2.88\|2.72\|198024;2026-10-26\|2.89\|0.70\|2.85\|2.91\|2.83\|78678;2026-10-27\|2.78\|-3.81\|2.91\|2.97\|2.77\|113226;2026-10-28\|2.81\|1.08\|2.79\|2.83\|2.77\|99620;2026-10-29\|2.74\|-2.49\|2.81\|2.83\|2.72\|122820;2026-10-30\|2.72\|-0.73\|2.72\|2.87\|2.65\|166650;2026-11-02\|2.76\|1.47\|2.71\|2.78\|2.65\|89508;2026-11-03\|2.71\|-1.81\|2.75\|2.81\|2.68\|95504;2026-11-04\|2.74\|1.11\|2.71\|2.78\|2.66\|107349;2026-11-05\|2.79\|1.82\|2.74\|2.81\|2.72\|139583;2026-11-06\|2.80\|0.36\|2.76\|2.84\|2.70\|148393
126812	SK海力士将投资384亿美元建设晶圆厂	涨停揭秘：大基金三期成立后首度出手半导体设备领域，公司定增募资加码产业化，叠加长鑫科技IPO注册获批共振；涨停缘由：拓荆键科引入国投集新基金（实控人为大基金三期），标志国家资本对薄膜沉积设备战略重视升级；资金逻辑：资金聚焦大基金三期首批覆盖标的，拓荆科技在PECVD、SACVD等设备领域已实现国产替代突破；风险提示：定增项目达产周期较长，短期业绩弹性受限，设备验收周期存在不确定性	公司拟定增募资46亿投入高端半导体设备产业化基地建设等项目。在披露定增预案的同时，还宣布向控股子公司拓荆键科增资，后者还将引入多家外部投资者，其中包括实控人为大基金三期的国投集新基金，这也是大基金三期成立至今首度出手半导体产业项目	2026-07-13\|845.00\|1.56\|890.99\|910.00\|680.05\|224661;2026-07-14\|850.01\|0.59\|805.00\|945.00\|805.00\|170267;2026-07-15\|774.00\|-8.94\|860.00\|877.70\|765.01\|129709;2026-07-16\|722.00\|-6.72\|735.02\|765.00\|710.00\|82546;2026-07-17\|699.08\|-3.17\|718.42\|752.00\|683.34\|103627;2026-07-20\|637.05\|-8.87\|718.79\|725.00\|621.00\|106407;2026-07-21\|764.46\|20.00\|657.00\|764.46\|613.81\|117239;2026-07-22\|791.08\|3.48\|762.00\|819.90\|761.36\|114839;2026-07-23\|743.00\|-6.08\|791.08\|798.00\|732.00\|79043;2026-07-24\|791.00\|6.46\|728.00\|809.00\|720.00\|90569;2026-07-27\|791.90\|0.11\|770.05\|818.88\|735.89\|91317;2026-07-28\|710.00\|-10.34\|753.51\|788.00\|703.38\|86546;2026-07-29\|700.87\|-1.29\|707.00\|729.78\|651.58\|94277;2026-07-30\|642.00\|-8.40\|682.00\|709.00\|642.00\|82243;2026-07-31\|664.97\|3.58\|709.00\|727.27\|662.00\|86265;2026-08-03\|591.86\|-10.99\|655.24\|659.33\|579.79\|101060;2026-08-04\|604.50\|2.14\|596.01\|618.86\|570.00\|89408;2026-08-05\|677.88\|12.14\|605.03\|692.99\|601.00\|112113;2026-08-06\|682.03\|0.61\|646.00\|709.00\|646.00\|82251;2026-08-07\|690.65\|1.26\|680.00\|702.91\|670.00\|72183;2026-08-10\|728.00\|5.41\|693.46\|729.00\|685.00\|72753;2026-08-11\|700.00\|-3.85\|710.00\|728.42\|693.13\|59237;2026-08-12\|703.03\|0.43\|708.00\|718.95\|695.00\|67648;2026-08-13\|685.11\|-2.55\|717.00\|718.58\|683.13\|66416;2026-08-14\|688.20\|0.45\|695.00\|706.80\|676.06\|48674;2026-08-17\|719.01\|4.48\|688.00\|721.30\|681.82\|63330;2026-08-18\|755.46\|5.07\|719.93\|755.69\|719.93\|69972;2026-08-19\|690.00\|-8.66\|725.00\|743.00\|683.34\|73870;2026-08-20\|671.26\|-2.72\|699.99\|709.43\|661.60\|63586;2026-08-21\|673.50\|0.33\|677.00\|699.66\|670.30\|50471;2026-08-24\|684.13\|1.58\|680.00\|706.56\|666.00\|58701;2026-08-25\|654.99\|-4.26\|677.57\|677.97\|633.35\|58194;2026-08-26\|675.06\|3.06\|651.00\|686.50\|645.01\|44170;2026-08-27\|693.00\|2.66\|674.90\|698.00\|664.11\|49597;2026-08-28\|669.29\|-3.42\|690.00\|695.00\|668.11\|34555;2026-08-31\|677.86\|1.28\|654.00\|682.18\|645.66\|38935;2026-09-01\|650.51\|-4.03\|684.42\|684.42\|648.56\|38829;2026-09-02\|644.31\|-0.95\|645.15\|656.56\|636.01\|32278;2026-09-03\|641.04\|-0.51\|654.00\|658.00\|636.62\|27786;2026-09-04\|621.93\|-2.98\|645.00\|654.39\|620.00\|41347;2026-09-07\|651.92\|4.82\|638.00\|658.88\|623.00\|41369;2026-09-08\|632.00\|-3.06\|648.95\|650.00\|616.30\|41539;2026-09-09\|631.18\|-0.13\|645.84\|646.00\|627.01\|27156;2026-09-10\|630.95\|-0.04\|627.37\|638.66\|620.05\|21574;2026-09-11\|620.88\|-1.60\|618.00\|625.88\|602.25\|42640;2026-09-14\|601.00\|-3.20\|607.77\|614.08\|598.53\|36746;2026-09-15\|649.00\|7.99\|590.00\|655.55\|588.09\|70886;2026-09-16\|679.54\|4.71\|653.94\|685.77\|650.03\|70432;2026-09-17\|694.00\|2.13\|674.99\|704.90\|672.00\|53459;2026-09-18\|720.06\|3.75\|706.00\|729.88\|692.01\|64691;2026-09-21\|725.81\|0.80\|725.00\|737.00\|710.00\|41462;2026-09-22\|722.46\|-0.46\|735.80\|743.00\|717.00\|39231;2026-09-23\|730.30\|1.09\|726.66\|745.00\|715.80\|38387;2026-09-24\|700.90\|-4.03\|722.68\|732.00\|698.00\|40436;2026-09-28\|653.80\|-6.72\|703.00\|704.05\|651.87\|55094;2026-09-29\|656.68\|0.44\|664.59\|677.77\|645.05\|35385;2026-09-30\|640.00\|-2.54\|663.00\|675.00\|635.73\|33878;2026-10-08\|616.07\|-3.74\|640.45\|648.88\|608.00\|44937;2026-10-09\|616.25\|0.03\|607.00\|624.93\|580.01\|52733;2026-10-12\|633.00\|2.78\|610.00\|656.93\|596.00\|49888;2026-10-13\|654.23\|3.35\|606.97\|673.68\|606.97\|73886;2026-10-14\|628.87\|-3.88\|650.76\|660.99\|626.34\|45697;2026-10-15\|645.00\|2.56\|600.00\|654.74\|600.00\|61634;2026-10-16\|663.00\|2.79\|650.00\|675.50\|639.33\|66260;2026-10-19\|571.00\|-13.88\|651.73\|657.00\|570.00\|87063;2026-10-20\|546.00\|-4.38\|564.94\|578.32\|535.35\|81322;2026-10-21\|533.00\|-2.38\|550.00\|558.20\|528.00\|55706;2026-10-22\|509.93\|-4.33\|536.33\|538.95\|508.02\|57722;2026-10-23\|513.80\|0.76\|497.86\|516.72\|485.00\|67734;2026-10-26\|490.41\|-4.55\|507.00\|507.88\|486.87\|48594;2026-10-27\|454.10\|-7.40\|500.00\|504.90\|450.90\|64346;2026-10-28\|462.35\|1.82\|461.27\|475.00\|446.00\|67237;2026-10-29\|440.19\|-4.79\|468.00\|472.99\|438.00\|57895;2026-10-30\|407.73\|-7.37\|424.77\|434.80\|405.39\|60048;2026-11-02\|425.01\|4.24\|420.00\|434.80\|401.20\|79295;2026-11-03\|406.49\|-4.36\|420.00\|429.99\|396.11\|71937;2026-11-04\|487.79\|20.00\|410.21\|487.79\|396.04\|107620;2026-11-05\|502.84\|3.09\|485.00\|528.35\|484.08\|132955;2026-11-06\|497.00\|-1.16\|480.00\|513.50\|466.66\|91628
126811	英伟达CPO交换机全面量产		1、全资子公司蓝思光电完成对空芯光纤企业同昇光电控股权的战略收购，正式切入光通信及AI算力硬件赛道，打通高端光电元器件全产业链； 2、公司此前将TGV玻璃基板、HDD玻璃硬盘作为重点研发方向，并作为主要起草单位参与了《3D封装玻璃通孔（TGV）工艺技术规范》团体标准的制定	2026-06-29\|51.83\|-6.76\|56.58\|57.00\|50.40\|1950390;2026-06-30\|53.66\|3.53\|52.00\|54.80\|49.69\|1662137;2026-07-01\|53.42\|-0.45\|53.80\|56.41\|52.68\|1550203;2026-07-02\|50.69\|-5.11\|51.30\|54.55\|49.78\|1427952;2026-07-03\|52.42\|3.41\|51.21\|53.38\|50.00\|1329898;2026-07-06\|51.31\|-1.27\|51.30\|53.28\|50.08\|1102384;2026-07-07\|51.85\|1.05\|51.37\|53.20\|50.70\|1226272;2026-07-08\|46.05\|-11.19\|51.07\|51.34\|45.06\|1871542;2026-07-09\|46.73\|1.48\|46.35\|46.89\|43.63\|1785474;2026-07-10\|43.64\|-6.61\|46.33\|47.12\|43.60\|1474420;2026-07-13\|39.53\|-9.42\|42.85\|43.32\|39.49\|1359928;2026-07-14\|40.32\|2.00\|39.59\|40.82\|38.12\|1109720;2026-07-15\|38.81\|-3.75\|40.38\|40.70\|38.72\|742339;2026-07-16\|38.30\|-1.31\|39.00\|40.92\|37.72\|1113317;2026-07-17\|34.24\|-10.60\|38.20\|38.39\|33.83\|1493725;2026-07-20\|34.22\|-0.06\|35.94\|36.43\|32.92\|1324309;2026-07-21\|38.29\|11.89\|34.80\|38.35\|31.77\|1754662;2026-07-22\|36.80\|-3.89\|37.80\|39.00\|36.46\|1221161;2026-07-23\|36.58\|-0.60\|37.27\|38.48\|36.03\|895700;2026-07-24\|37.32\|2.02\|36.34\|39.00\|35.90\|1401944;2026-07-27\|36.63\|-1.85\|36.95\|37.44\|34.60\|1765997;2026-07-28\|33.86\|-7.56\|35.01\|36.10\|33.49\|1255094;2026-07-29\|33.39\|-1.39\|33.80\|34.27\|31.86\|1169945;2026-07-30\|30.83\|-7.67\|32.78\|33.49\|30.80\|1220529;2026-07-31\|31.58\|2.43\|33.12\|33.69\|31.57\|1291061;2026-08-03\|31.57\|-0.03\|31.38\|32.10\|30.98\|734406;2026-08-04\|32.95\|4.37\|32.00\|33.20\|31.58\|1020226;2026-08-05\|35.09\|6.49\|32.80\|35.67\|32.58\|1490791;2026-08-06\|34.82\|-0.77\|34.30\|35.58\|34.24\|1099273;2026-08-07\|35.90\|3.10\|35.10\|36.80\|35.00\|1439688;2026-08-10\|34.89\|-2.81\|36.20\|36.50\|34.23\|968702;2026-08-11\|34.60\|-0.83\|34.50\|35.19\|33.92\|755483;2026-08-12\|35.25\|1.88\|34.49\|35.59\|34.19\|773027;2026-08-13\|34.65\|-1.70\|35.62\|36.05\|34.64\|885430;2026-08-14\|35.74\|3.15\|35.16\|35.85\|34.72\|938790;2026-08-17\|36.99\|3.50\|35.60\|36.99\|35.22\|1204111;2026-08-18\|39.12\|5.76\|36.98\|39.22\|36.67\|1854521;2026-08-19\|36.15\|-7.59\|37.76\|38.35\|35.89\|1483985;2026-08-20\|37.98\|5.06\|36.80\|38.35\|36.36\|1387413;2026-08-21\|37.19\|-2.08\|37.30\|37.80\|36.47\|1029227;2026-08-24\|37.95\|2.04\|37.31\|38.10\|36.52\|1218741;2026-08-25\|37.90\|-0.13\|37.49\|39.00\|35.79\|1309981;2026-08-26\|39.02\|2.96\|37.91\|39.60\|37.91\|1273314;2026-08-27\|39.05\|0.08\|39.08\|39.27\|38.38\|1067287;2026-08-28\|38.23\|-2.10\|39.06\|40.09\|38.19\|1219966;2026-08-31\|38.93\|1.83\|37.08\|39.10\|36.89\|950719;2026-09-01\|37.30\|-4.19\|38.90\|38.90\|37.24\|866180;2026-09-02\|36.91\|-1.05\|37.00\|37.82\|36.78\|626182;2026-09-03\|35.87\|-2.82\|37.14\|37.46\|35.21\|964614;2026-09-04\|35.14\|-2.04\|36.20\|36.83\|34.79\|755282;2026-09-07\|35.78\|1.82\|35.30\|36.11\|35.15\|633516;2026-09-08\|34.60\|-3.30\|35.76\|35.76\|34.51\|742587;2026-09-09\|35.12\|1.50\|34.98\|35.35\|34.55\|584264;2026-09-10\|33.81\|-3.73\|34.52\|34.66\|33.59\|747776;2026-09-11\|33.27\|-1.60\|33.70\|34.77\|32.95\|790453;2026-09-14\|33.27\|0.00\|33.04\|33.96\|32.55\|560849;2026-09-15\|32.86\|-1.23\|33.25\|33.36\|32.77\|434022;2026-09-16\|33.31\|1.37\|32.74\|33.58\|32.60\|462917;2026-09-17\|33.44\|0.39\|33.02\|34.50\|33.02\|670116;2026-09-18\|33.48\|0.12\|33.72\|33.90\|32.88\|834299;2026-09-21\|34.83\|4.03\|33.70\|34.96\|33.66\|1077516;2026-09-22\|34.44\|-1.12\|35.89\|36.50\|34.28\|1185551;2026-09-23\|34.04\|-1.16\|34.45\|35.12\|33.92\|669556;2026-09-24\|32.87\|-3.44\|33.73\|33.85\|32.87\|519131;2026-09-28\|31.60\|-3.86\|33.16\|33.29\|31.44\|583778;2026-09-29\|31.46\|-0.44\|31.29\|32.00\|31.25\|346853;2026-09-30\|32.31\|2.70\|31.58\|32.46\|31.55\|561604;2026-10-08\|30.04\|-7.03\|32.34\|32.40\|29.88\|755199;2026-10-09\|28.41\|-5.43\|29.86\|29.86\|28.16\|920561;2026-10-12\|26.73\|-5.91\|28.13\|28.25\|26.72\|844342;2026-10-13\|26.33\|-1.50\|26.32\|26.73\|25.22\|1059212;2026-10-14\|25.70\|-2.39\|26.10\|26.47\|25.64\|466507;2026-10-15\|25.65\|-0.19\|24.98\|25.93\|24.80\|741044;2026-10-16\|25.26\|-1.52\|26.03\|26.20\|24.94\|597086;2026-10-19\|25.76\|1.98\|25.25\|25.98\|24.76\|586851;2026-10-20\|27.01\|5.26\|25.41\|27.42\|25.37\|1026763;2026-10-21\|26.71\|-1.11\|27.01\|27.15\|26.46\|601921;2026-10-22\|26.01\|-2.62\|26.40\|26.79\|25.87\|684027;2026-10-23\|27.81\|6.92\|25.64\|27.98\|25.51\|960230;2026-10-26\|27.96\|0.54\|27.11\|28.04\|26.89\|951674;2026-10-27\|26.58\|-4.94\|27.80\|28.24\|26.54\|630743;2026-10-28\|27.97\|5.23\|27.07\|28.50\|26.60\|863303;2026-10-29\|26.70\|-4.54\|27.75\|27.79\|26.70\|623125;2026-10-30\|25.58\|-4.19\|26.20\|27.14\|25.57\|644195;2026-11-02\|25.46\|-0.47\|25.90\|26.01\|24.97\|541788;2026-11-03\|25.30\|-0.63\|25.20\|26.40\|25.10\|617321;2026-11-04\|27.10\|7.11\|25.35\|27.27\|25.05\|972609;2026-11-05\|27.90\|2.95\|26.98\|28.80\|26.88\|957921;2026-11-06\|27.01\|-3.19\|26.55\|27.41\|26.51\|570730
126810	SK海力士将投资384亿美元建设晶圆厂	半导体设备+高温SPM+订单增长+H股上市行业原因： 1、据中证报，国际半导体产业协会（SEMI）最新报告显示，2026年第一季度全球半导体设备出货金额达到365.5亿美元，同比增长14%，创下历史最高单季纪录。 2、国信证券指出，全球半导体扩产未见放缓，台积电、美光等头部厂商持续上修资本开支，厂务设备作为晶圆厂建设后置环节，有望在2026-2027年迎来需求集中释放。公司原因： 1、据2025年年度报告及2025年11月13日投资者关系活动记录表，公司主营半导体专用设备，产品包括清洗设备、电镀设备、先进封装湿法设备等，清洗设备全球市占率前四、电镀设备全球市占率前三。 2、据盛美上海官微2026年5月25日披露，在全球半导体表面制备与清洗领域行业盛会SPCC2026上，盛美半导体资深专家Deepak Kumar介绍了公司的独特的高温SPM工艺，是单片高温硫酸清洗自进入市场十几年来所出现的一个重大技术突破。 3、据2026年5月19日及5月28日投资者关系活动记录表，公司2026年第一季度新签订单同比增长65%，在手订单保持稳定增长。 4、据2026年5月27日公告，公司董事会审议通过关于公司发行H股股票并在香港联交所主板上市的方案，相关议案已获2026年6月16日召开的年度股东大会审议通过。	公司主要产品包括半导体清洗设备、半导体电镀设备和先进封装湿法设备，推出Ultra ECDP电化学去镀设备	2026-06-29\|447.95\|8.20\|420.00\|450.00\|414.00\|106096;2026-06-30\|432.00\|-3.56\|450.00\|459.99\|425.80\|99576;2026-07-01\|405.00\|-6.25\|435.00\|450.50\|394.51\|106677;2026-07-02\|370.00\|-8.64\|390.00\|405.00\|369.00\|113834;2026-07-03\|363.43\|-1.78\|370.00\|378.00\|352.00\|101072;2026-07-06\|373.00\|2.63\|369.69\|379.92\|350.00\|93507;2026-07-07\|396.50\|6.30\|365.00\|400.00\|361.00\|82039;2026-07-08\|415.00\|4.67\|396.50\|430.00\|385.02\|95716;2026-07-09\|432.60\|4.24\|427.98\|434.50\|397.50\|94433;2026-07-10\|392.89\|-9.18\|432.50\|445.65\|385.00\|94956;2026-07-13\|399.06\|1.57\|380.00\|419.00\|372.00\|89127;2026-07-14\|387.88\|-2.80\|393.86\|413.88\|360.00\|86222;2026-07-15\|352.37\|-9.15\|400.37\|404.00\|348.00\|90376;2026-07-16\|322.47\|-8.49\|329.93\|351.99\|320.50\|76272;2026-07-17\|300.50\|-6.81\|328.23\|330.00\|300.00\|90448;2026-07-20\|282.45\|-6.01\|309.52\|315.00\|272.00\|92270;2026-07-21\|326.00\|15.42\|288.00\|328.65\|267.00\|114196;2026-07-22\|310.62\|-4.72\|320.00\|332.90\|303.05\|93691;2026-07-23\|292.15\|-5.95\|315.67\|315.89\|289.00\|69204;2026-07-24\|299.99\|2.68\|287.97\|308.68\|285.37\|76100;2026-07-27\|307.00\|2.34\|299.00\|311.50\|286.00\|58054;2026-07-28\|287.01\|-6.51\|298.00\|311.00\|282.00\|72039;2026-07-29\|277.70\|-3.24\|287.00\|290.80\|256.00\|84660;2026-07-30\|262.13\|-5.61\|278.00\|278.92\|260.88\|64573;2026-07-31\|271.89\|3.97\|290.00\|294.25\|270.68\|93402;2026-08-03\|247.15\|-9.10\|269.05\|271.88\|245.91\|63239;2026-08-04\|257.00\|3.99\|248.56\|261.88\|245.00\|73669;2026-08-05\|280.41\|9.11\|259.66\|283.87\|257.00\|99830;2026-08-06\|279.10\|-0.47\|268.00\|288.80\|267.01\|82301;2026-08-07\|288.00\|3.19\|279.17\|290.76\|275.00\|82498;2026-08-10\|323.02\|12.16\|297.00\|326.52\|292.60\|117893;2026-08-11\|311.95\|-3.43\|320.79\|323.98\|303.90\|89421;2026-08-12\|314.10\|0.69\|317.28\|326.83\|309.45\|73623;2026-08-13\|305.60\|-2.71\|320.00\|322.58\|304.03\|74028;2026-08-14\|305.40\|-0.07\|311.10\|311.71\|298.00\|53459;2026-08-17\|318.51\|4.29\|305.37\|319.96\|302.01\|64075;2026-08-18\|337.40\|5.93\|320.80\|338.92\|317.00\|96455;2026-08-19\|295.96\|-12.28\|324.01\|332.00\|291.10\|104004;2026-08-20\|295.00\|-0.32\|300.00\|302.97\|289.30\|70536;2026-08-21\|301.10\|2.07\|294.50\|306.69\|290.50\|54606;2026-08-24\|301.40\|0.10\|302.20\|307.00\|291.00\|49592;2026-08-25\|292.38\|-2.99\|295.22\|298.99\|283.31\|46035;2026-08-26\|294.50\|0.73\|292.00\|302.87\|288.00\|36914;2026-08-27\|307.01\|4.25\|299.26\|309.07\|290.13\|55110;2026-08-28\|296.16\|-3.53\|303.07\|307.00\|295.02\|44267;2026-08-31\|301.70\|1.87\|285.00\|304.36\|283.90\|45558;2026-09-01\|284.81\|-5.60\|303.00\|306.10\|283.13\|39407;2026-09-02\|283.14\|-0.59\|281.98\|287.98\|278.00\|37907;2026-09-03\|281.61\|-0.54\|286.77\|287.60\|279.00\|25304;2026-09-04\|270.20\|-4.05\|285.05\|285.05\|268.01\|41389;2026-09-07\|281.40\|4.15\|275.00\|282.08\|272.98\|34242;2026-09-08\|280.84\|-0.20\|281.05\|285.50\|275.71\|30026;2026-09-09\|276.53\|-1.53\|283.15\|284.48\|275.67\|27187;2026-09-10\|277.84\|0.47\|275.00\|283.95\|272.50\|23703;2026-09-11\|274.58\|-1.17\|273.50\|277.75\|263.08\|34368;2026-09-14\|270.45\|-1.50\|270.00\|274.96\|266.19\|25516;2026-09-15\|277.17\|2.48\|269.03\|287.48\|265.10\|43309;2026-09-16\|286.18\|3.25\|279.17\|291.41\|275.84\|50119;2026-09-17\|282.45\|-1.30\|284.88\|289.79\|280.50\|38490;2026-09-18\|292.77\|3.65\|288.00\|298.00\|284.68\|57652;2026-09-21\|293.50\|0.25\|296.50\|300.74\|289.56\|43898;2026-09-22\|288.61\|-1.67\|298.10\|299.87\|286.10\|41263;2026-09-23\|291.33\|0.94\|289.00\|293.78\|285.55\|28908;2026-09-24\|304.11\|4.39\|291.00\|315.80\|288.21\|75302;2026-09-28\|286.01\|-5.95\|300.90\|309.50\|285.00\|60993;2026-09-29\|303.44\|6.09\|288.99\|309.60\|288.00\|71332;2026-09-30\|294.28\|-3.02\|300.20\|303.00\|283.00\|64670;2026-10-08\|273.22\|-7.16\|289.96\|291.99\|270.21\|52892;2026-10-09\|265.96\|-2.66\|273.11\|273.11\|256.20\|53323;2026-10-12\|264.09\|-0.70\|263.68\|275.99\|258.02\|34598;2026-10-13\|267.98\|1.47\|256.12\|270.00\|253.00\|36296;2026-10-14\|260.86\|-2.66\|264.85\|274.00\|259.71\|28725;2026-10-15\|265.00\|1.59\|255.06\|268.60\|245.63\|47790;2026-10-16\|263.27\|-0.65\|260.96\|272.00\|256.58\|38075;2026-10-19\|246.50\|-6.37\|263.27\|263.27\|245.89\|35457;2026-10-20\|243.33\|-1.29\|244.00\|250.99\|239.00\|35462;2026-10-21\|245.40\|0.85\|245.88\|250.96\|243.20\|24182;2026-10-22\|232.11\|-5.42\|244.84\|245.51\|232.02\|34847;2026-10-23\|235.40\|1.42\|231.48\|237.42\|219.90\|47955;2026-10-26\|224.68\|-4.55\|229.20\|235.00\|220.10\|34667;2026-10-27\|204.38\|-9.04\|228.69\|229.79\|201.59\|56175;2026-10-28\|213.82\|4.62\|207.58\|215.50\|203.33\|47880;2026-10-29\|181.80\|-14.98\|205.02\|205.25\|175.55\|89214;2026-10-30\|165.63\|-8.89\|169.95\|178.25\|165.02\|65216;2026-11-02\|169.33\|2.23\|168.94\|173.42\|161.31\|60919;2026-11-03\|159.40\|-5.86\|165.13\|166.32\|155.00\|55553;2026-11-04\|191.00\|19.82\|159.31\|191.28\|156.61\|85887;2026-11-05\|195.84\|2.53\|185.00\|205.99\|184.00\|105728;2026-11-06\|200.90\|2.58\|190.00\|211.91\|185.10\|85096
126809	中信证券：玻璃基板有望成为解决当前先进封装瓶颈的重要工艺	玻璃基封装载板+康宁合作+光互连+半导体显示行业原因： 5月20日，京东方与康宁签署合作备忘录，围绕玻璃基板等领域展开合作。兴业证券研报指出，AI算力迭代驱动先进封装变革，玻璃基板迎来2026产业元年。公司原因： 1、据2026年6月17日投资者关系活动记录表，公司2026年上半年已实现板级玻璃基封装载板试验线全自动化设备通线，设计产能1000片/月，已拉通全流程工艺并完成大尺寸高层数20层样品送样，部分客户已通过概念认证进入技术测试阶段。 2、据2026年5月21日公告，公司与康宁公司签署合作备忘录，拟围绕玻璃基封装载板、光互连等重点领域开展合作；公司下属子公司MicroLED光互联芯片已产出样品并为客户送样。 3、据2025年年度报告及2026年5月12日投资者关系记录表，公司是全球半导体显示龙头，五大主流应用LCD面板出货量连续多年位居全球第一，柔性AMOLED一季度出货量4200万片保持增长，第8.6代AMOLED生产线预计2026年年中量产。	1、公司与康宁公司签署合作备忘录，围绕玻璃基封装载板、可折叠玻璃、钙钛矿玻璃基板、光互连相关应用等重点领域开展合作。 2、由公司投建的中国首条第8.6代AMOLED生产线在成都高新区正式实现量产。该生产线总投资630亿元，设计产能为每月3.2万片玻璃基板，是四川省汽今投资体量最大的单体工业项目。	2026-06-29\|7.95\|2.05\|7.96\|8.21\|7.51\|41524576;2026-06-30\|8.68\|9.18\|8.15\|8.75\|8.11\|51878997;2026-07-01\|8.77\|1.04\|8.49\|8.81\|8.31\|46253150;2026-07-02\|9.10\|3.76\|8.15\|9.50\|7.89\|56618589;2026-07-03\|8.38\|-7.91\|8.86\|9.09\|8.31\|41442067;2026-07-06\|7.76\|-7.40\|8.21\|8.52\|7.74\|37087421;2026-07-07\|7.58\|-2.32\|7.66\|7.84\|7.45\|28186977;2026-07-08\|7.63\|0.66\|7.69\|7.90\|7.26\|33222878;2026-07-09\|8.15\|6.82\|7.71\|8.18\|7.71\|37939905;2026-07-10\|7.59\|-6.87\|8.16\|8.34\|7.59\|38046199;2026-07-13\|6.83\|-10.01\|7.35\|7.41\|6.83\|31758704;2026-07-14\|7.02\|2.78\|6.90\|7.17\|6.66\|29367326;2026-07-15\|6.38\|-9.12\|6.97\|6.97\|6.35\|30112728;2026-07-16\|6.05\|-5.17\|6.25\|6.39\|5.99\|26076559;2026-07-17\|6.07\|0.33\|6.09\|6.22\|5.88\|29568189;2026-07-20\|5.79\|-4.61\|6.15\|6.20\|5.62\|26813210;2026-07-21\|6.31\|8.98\|5.83\|6.36\|5.62\|32003979;2026-07-22\|6.04\|-4.28\|6.18\|6.38\|5.97\|24804252;2026-07-23\|6.06\|0.33\|6.07\|6.14\|5.95\|15753045;2026-07-24\|5.79\|-4.46\|5.92\|6.01\|5.78\|15536425;2026-07-27\|5.97\|3.11\|5.76\|5.97\|5.61\|16274775;2026-07-28\|5.58\|-6.53\|5.80\|5.89\|5.54\|17194932;2026-07-29\|5.71\|2.33\|5.67\|5.77\|5.54\|17218698;2026-07-30\|5.36\|-6.13\|5.63\|5.69\|5.29\|21987199;2026-07-31\|5.51\|2.80\|5.69\|5.72\|5.51\|20659173;2026-08-03\|5.42\|-1.63\|5.44\|5.53\|5.37\|12656172;2026-08-04\|5.63\|3.87\|5.46\|5.66\|5.43\|17534731;2026-08-05\|5.97\|6.04\|5.59\|6.03\|5.58\|25060238;2026-08-06\|5.96\|-0.17\|5.84\|6.08\|5.78\|18714113;2026-08-07\|6.07\|1.85\|5.97\|6.17\|5.86\|21206365;2026-08-10\|5.89\|-2.97\|6.08\|6.10\|5.81\|17777610;2026-08-11\|5.91\|0.34\|5.82\|6.04\|5.79\|13599559;2026-08-12\|5.93\|0.34\|5.88\|5.95\|5.84\|11603477;2026-08-13\|5.86\|-1.18\|6.00\|6.05\|5.85\|14950794;2026-08-14\|5.81\|-0.85\|5.93\|5.94\|5.71\|12589567;2026-08-17\|6.08\|4.65\|5.85\|6.08\|5.77\|21923586;2026-08-18\|6.47\|6.41\|6.09\|6.48\|6.09\|32425845;2026-08-19\|6.01\|-7.11\|6.20\|6.41\|5.93\|26473154;2026-08-20\|5.90\|-1.83\|6.07\|6.09\|5.87\|15278488;2026-08-21\|6.00\|1.69\|5.88\|6.05\|5.79\|13131308;2026-08-24\|5.75\|-4.17\|5.99\|5.99\|5.68\|14437855;2026-08-25\|5.74\|-0.17\|5.65\|5.79\|5.53\|10082392;2026-08-26\|5.72\|-0.35\|5.75\|5.78\|5.69\|8009002;2026-08-27\|5.94\|3.85\|5.75\|5.95\|5.74\|13588147;2026-08-28\|5.92\|-0.34\|5.90\|5.98\|5.86\|10338636;2026-08-31\|6.01\|1.52\|5.79\|6.02\|5.75\|13783033;2026-09-01\|5.91\|-1.66\|6.01\|6.01\|5.89\|9818392;2026-09-02\|5.79\|-2.03\|5.83\|5.84\|5.78\|8092266;2026-09-03\|5.71\|-1.38\|5.83\|5.84\|5.66\|8813273;2026-09-04\|5.61\|-1.75\|5.74\|5.77\|5.58\|9559233;2026-09-07\|5.68\|1.25\|5.66\|5.72\|5.61\|9175169;2026-09-08\|5.56\|-2.11\|5.65\|5.66\|5.55\|9572334;2026-09-09\|5.55\|-0.18\|5.61\|5.63\|5.52\|7371525;2026-09-10\|5.46\|-1.62\|5.51\|5.52\|5.45\|7616584;2026-09-11\|5.33\|-2.38\|5.37\|5.40\|5.21\|10562896;2026-09-14\|5.30\|-0.56\|5.26\|5.36\|5.23\|6284269;2026-09-15\|5.27\|-0.57\|5.26\|5.32\|5.25\|5355892;2026-09-16\|5.45\|3.42\|5.28\|5.45\|5.23\|10272480;2026-09-17\|5.75\|5.50\|5.42\|5.81\|5.42\|23218296;2026-09-18\|5.92\|2.96\|5.78\|5.95\|5.75\|21108149;2026-09-21\|6.07\|2.53\|6.00\|6.18\|5.97\|17906004;2026-09-22\|6.00\|-1.15\|6.12\|6.15\|5.98\|14862625;2026-09-23\|6.02\|0.33\|6.09\|6.31\|5.99\|15794281;2026-09-24\|5.85\|-2.82\|5.97\|6.03\|5.83\|10753201;2026-09-28\|5.80\|-0.85\|6.02\|6.09\|5.76\|14003023;2026-09-29\|5.71\|-1.55\|5.72\|5.80\|5.62\|8793575;2026-09-30\|5.72\|0.18\|5.73\|5.88\|5.69\|9062709;2026-10-08\|5.50\|-3.85\|5.70\|5.79\|5.47\|10101143;2026-10-09\|5.50\|0.00\|5.50\|5.53\|5.32\|8628965;2026-10-12\|5.33\|-3.09\|5.50\|5.50\|5.33\|7022688;2026-10-13\|5.35\|0.38\|5.25\|5.39\|5.19\|8734932;2026-10-14\|5.19\|-2.99\|5.32\|5.33\|5.17\|7516200;2026-10-15\|5.05\|-2.70\|5.06\|5.08\|4.99\|8850279;2026-10-16\|5.13\|1.58\|5.10\|5.18\|5.05\|7290260;2026-10-19\|5.06\|-1.36\|5.08\|5.11\|4.97\|6241532;2026-10-20\|5.04\|-0.40\|5.04\|5.10\|5.01\|5857530;2026-10-21\|5.05\|0.20\|5.08\|5.11\|5.04\|5751862;2026-10-22\|4.86\|-3.76\|5.06\|5.07\|4.82\|10287919;2026-10-23\|4.93\|1.44\|4.76\|4.94\|4.63\|10721643;2026-10-26\|4.87\|-1.22\|4.86\|4.90\|4.81\|5806781;2026-10-27\|4.73\|-2.87\|4.91\|4.92\|4.73\|5509261;2026-10-28\|4.83\|2.11\|4.80\|4.87\|4.74\|5989040;2026-10-29\|4.63\|-4.14\|4.78\|4.79\|4.63\|6822779;2026-10-30\|4.46\|-3.67\|4.54\|4.63\|4.45\|7894505;2026-11-02\|4.34\|-2.69\|4.28\|4.45\|4.26\|11832337;2026-11-03\|4.40\|1.38\|4.31\|4.43\|4.27\|10229533;2026-11-04\|4.63\|5.23\|4.39\|4.66\|4.35\|12180487;2026-11-05\|4.59\|-0.86\|4.53\|4.71\|4.52\|9839927;2026-11-06\|4.46\|-2.83\|4.42\|4.52\|4.40\|7284669
126808	7月份社会消费品零售总额同比增长0.6%	乳业+大消费+业绩增长 1、据2025年年度报告，公司2025年实现归母净利润5119.34万元，同比增长76.87%；2026年一季报实现归母净利润1581.58万元，同比增长18.86%。 2、据2025年年度报告，公司主营低温乳制品、烘焙食品及米制鲜食，在营门店总数达2009家，定位“家门口的营养早餐”，形成“奶吧+现烤”特色模式。 3、公司作为国内“低温乳制品+烘焙食品+米制鲜食”协同发展的龙头企业，深耕长三角市场二十余年，依托全产业链布局及“中央工厂+当日鲜配”供应链壁垒，在区域市场形成差异化竞争优势。	国内鲜乳烘焙知名企业	2026-06-29\|12.88\|0.62\|12.80\|13.05\|12.42\|28669;2026-06-30\|12.57\|-2.41\|12.79\|12.93\|12.47\|21966;2026-07-01\|12.93\|2.86\|12.69\|13.10\|12.50\|31571;2026-07-02\|13.12\|1.47\|12.94\|13.44\|12.94\|29023;2026-07-03\|13.37\|1.91\|13.10\|13.46\|13.06\|28242;2026-07-06\|13.41\|0.30\|13.30\|13.57\|13.28\|18585;2026-07-07\|12.94\|-3.50\|13.30\|13.35\|12.88\|17354;2026-07-08\|13.02\|0.62\|12.93\|13.20\|12.76\|21362;2026-07-09\|12.75\|-2.07\|13.02\|13.05\|12.60\|23199;2026-07-10\|13.05\|2.35\|12.76\|13.25\|12.63\|28411;2026-07-13\|12.86\|-1.46\|13.05\|13.18\|12.80\|18634;2026-07-14\|13.08\|1.71\|12.84\|13.12\|12.75\|24472;2026-07-15\|13.48\|3.06\|13.08\|13.54\|12.99\|36547;2026-07-16\|13.97\|3.63\|13.47\|14.19\|13.33\|53572;2026-07-17\|14.63\|4.72\|13.97\|15.37\|13.97\|158956;2026-07-20\|15.70\|7.31\|14.41\|15.96\|13.91\|179708;2026-07-21\|14.35\|-8.60\|15.01\|15.22\|14.13\|148791;2026-07-22\|14.35\|0.00\|13.61\|14.60\|13.61\|100583;2026-07-23\|13.80\|-3.83\|14.05\|14.15\|13.61\|83498;2026-07-24\|13.00\|-5.80\|13.88\|13.88\|12.98\|72496;2026-07-27\|13.23\|1.77\|12.95\|13.35\|12.79\|49171;2026-07-28\|14.55\|9.98\|13.10\|14.55\|13.10\|89072;2026-07-29\|16.01\|10.03\|15.44\|16.01\|15.20\|55757;2026-07-30\|17.61\|9.99\|17.61\|17.61\|17.61\|27845;2026-07-31\|19.37\|9.99\|17.44\|19.37\|17.00\|212255;2026-08-03\|21.31\|10.02\|19.37\|21.31\|18.40\|385828;2026-08-04\|21.69\|1.78\|20.00\|23.32\|20.00\|412736;2026-08-05\|23.34\|7.61\|22.03\|23.64\|21.81\|382797;2026-08-06\|21.66\|-7.20\|22.55\|23.69\|21.21\|399182;2026-08-07\|22.84\|5.45\|21.66\|23.48\|20.60\|403507;2026-08-10\|25.12\|9.98\|22.80\|25.12\|22.21\|310383;2026-08-11\|27.63\|9.99\|25.72\|27.63\|25.00\|415990;2026-08-12\|30.39\|9.99\|27.80\|30.39\|27.01\|283836;2026-08-13\|33.43\|10.00\|32.00\|33.43\|31.13\|259799;2026-08-14\|31.91\|-4.55\|34.33\|34.96\|30.09\|416295;2026-08-17\|35.10\|10.00\|32.42\|35.10\|32.02\|324396;2026-08-18\|38.61\|10.00\|35.10\|38.61\|34.00\|422175;2026-08-19\|34.75\|-10.00\|34.75\|34.75\|34.75\|30003;2026-08-20\|35.05\|0.86\|31.28\|37.10\|31.28\|395773;2026-08-21\|31.55\|-9.99\|31.56\|32.90\|31.55\|191147;2026-08-24\|28.40\|-9.98\|29.52\|30.40\|28.40\|236547;2026-08-25\|29.94\|5.42\|27.81\|30.13\|27.81\|277455;2026-08-26\|31.40\|4.88\|29.29\|31.59\|29.00\|265022;2026-08-27\|31.52\|0.38\|31.40\|32.65\|30.51\|280352;2026-08-28\|32.58\|3.36\|31.30\|32.85\|31.21\|272295;2026-08-31\|31.52\|-3.25\|33.00\|33.00\|29.32\|236848;2026-09-01\|34.67\|9.99\|31.52\|34.67\|31.52\|359596;2026-09-02\|31.20\|-10.01\|31.20\|31.20\|31.20\|39724;2026-09-03\|28.08\|-10.00\|28.08\|28.08\|28.08\|28029;2026-09-04\|28.68\|2.14\|26.27\|29.34\|25.36\|342671;2026-09-07\|27.43\|-4.36\|26.80\|28.00\|26.65\|249572;2026-09-08\|28.30\|3.17\|27.44\|28.52\|26.80\|254743;2026-09-09\|26.45\|-6.54\|27.70\|28.16\|26.14\|213491;2026-09-10\|25.66\|-2.99\|26.75\|26.87\|24.12\|177609;2026-09-11\|25.92\|1.01\|25.65\|26.25\|24.00\|161997;2026-09-14\|25.68\|-0.93\|25.92\|26.40\|24.70\|188635;2026-09-15\|25.00\|-2.65\|25.50\|25.95\|24.40\|151508;2026-09-16\|25.01\|0.04\|24.00\|25.29\|23.50\|190709;2026-09-17\|25.27\|1.04\|24.99\|26.10\|24.76\|167825;2026-09-18\|25.68\|1.62\|25.02\|26.00\|25.02\|169344;2026-09-21\|27.31\|6.35\|25.68\|27.94\|25.41\|247407;2026-09-22\|30.04\|10.00\|27.03\|30.04\|26.27\|244599;2026-09-23\|27.09\|-9.82\|29.30\|31.48\|27.04\|427875;2026-09-24\|24.38\|-10.00\|25.88\|26.39\|24.38\|280065;2026-09-28\|23.42\|-3.94\|24.00\|24.13\|22.82\|180889;2026-09-29\|23.47\|0.21\|23.38\|24.11\|23.00\|135265;2026-09-30\|23.56\|0.38\|23.62\|24.27\|22.91\|142852;2026-10-08\|24.21\|2.76\|23.45\|24.61\|23.19\|156129;2026-10-09\|25.54\|5.49\|24.05\|25.80\|23.09\|276450;2026-10-12\|23.36\|-8.54\|24.34\|24.90\|23.23\|193667;2026-10-13\|23.30\|-0.26\|22.98\|23.58\|22.25\|134991;2026-10-14\|23.16\|-0.60\|23.65\|24.38\|22.91\|134828;2026-10-15\|21.70\|-6.30\|21.30\|22.60\|21.30\|120187;2026-10-16\|21.26\|-2.03\|22.29\|22.29\|21.17\|106958;2026-10-19\|20.33\|-4.37\|21.11\|21.16\|20.06\|105531;2026-10-20\|21.16\|4.08\|20.42\|21.50\|20.18\|114812;2026-10-21\|21.33\|0.80\|21.61\|21.92\|21.13\|93010;2026-10-22\|20.04\|-6.05\|21.11\|21.85\|19.98\|84402;2026-10-23\|20.13\|0.45\|20.00\|20.25\|18.81\|93581;2026-10-26\|20.75\|3.08\|19.94\|21.67\|19.84\|171779;2026-10-27\|22.49\|8.39\|20.70\|22.80\|20.29\|321803;2026-10-28\|21.61\|-3.91\|21.37\|22.35\|20.24\|309782;2026-10-29\|23.77\|10.00\|21.00\|23.77\|20.56\|389650;2026-10-30\|22.36\|-5.93\|23.20\|23.97\|21.50\|378996;2026-11-02\|23.37\|4.52\|20.95\|24.00\|20.12\|388045;2026-11-03\|23.19\|-0.64\|22.35\|24.30\|21.81\|346217;2026-11-04\|22.45\|-3.19\|22.40\|22.81\|21.50\|291029;2026-11-05\|22.79\|1.51\|21.90\|23.23\|21.79\|304671;2026-11-06\|21.12\|-7.33\|22.20\|22.53\|21.06\|220747
126807	摩根大通：下一轮全球粮食危机可能正在酝酿之中	转基因+种业+央企行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2026年7月9日公告，公司2026年半年度种子业务利润同比增加，主要因市场维权打假效果显现，玉米转基因品种铁391K收入和毛利同比增加。 2、据2026年6月26日公告，公司拟收购控股股东国投种业持有的国投张掖金种科技有限公司60%股权，标的拥有5万亩制种基地及年加工1.8万吨玉米种子产能。 3、据2026年5月27日投资者关系活动记录表，公司拥有国家级研发平台3个，围绕水稻、玉米等作物构建商业化研发体系，在全国建有育种站18个、测试网点280个，实控人为国务院国资委。	国内种业龙头之一，子公司丰乐农化有草甘膦制剂产品	2026-06-29\|5.32\|1.14\|5.24\|5.37\|5.20\|60040;2026-06-30\|5.22\|-1.88\|5.29\|5.29\|5.17\|49336;2026-07-01\|5.42\|3.83\|5.23\|5.45\|5.20\|88498;2026-07-02\|5.47\|0.92\|5.41\|5.52\|5.39\|62296;2026-07-03\|5.50\|0.55\|5.43\|5.54\|5.43\|39314;2026-07-06\|5.49\|-0.18\|5.50\|5.58\|5.46\|35989;2026-07-07\|5.40\|-1.64\|5.50\|5.50\|5.39\|38905;2026-07-08\|5.50\|1.85\|5.39\|5.52\|5.35\|46221;2026-07-09\|5.43\|-1.27\|5.49\|5.53\|5.37\|44278;2026-07-10\|5.51\|1.47\|5.38\|5.55\|5.35\|57006;2026-07-13\|5.48\|-0.54\|5.49\|5.56\|5.46\|42709;2026-07-14\|5.60\|2.19\|5.49\|5.62\|5.49\|61145;2026-07-15\|5.70\|1.79\|5.59\|5.77\|5.56\|74719;2026-07-16\|5.76\|1.05\|5.65\|5.78\|5.65\|53832;2026-07-17\|5.64\|-2.08\|5.77\|5.83\|5.62\|66168;2026-07-20\|5.64\|0.00\|5.65\|5.75\|5.58\|66287;2026-07-21\|5.57\|-1.24\|5.64\|5.71\|5.52\|74455;2026-07-22\|5.58\|0.18\|5.54\|5.59\|5.51\|52376;2026-07-23\|5.68\|1.79\|5.56\|5.70\|5.53\|45458;2026-07-24\|5.54\|-2.46\|5.65\|5.71\|5.52\|51364;2026-07-27\|5.57\|0.54\|5.52\|5.61\|5.51\|38443;2026-07-28\|5.61\|0.72\|5.54\|5.64\|5.53\|41261;2026-07-29\|5.67\|1.07\|5.62\|5.68\|5.60\|44999;2026-07-30\|5.73\|1.06\|5.64\|5.78\|5.64\|62300;2026-07-31\|5.75\|0.35\|5.70\|5.75\|5.68\|45942;2026-08-03\|5.85\|1.74\|5.74\|5.87\|5.73\|65427;2026-08-04\|5.80\|-0.85\|5.86\|5.90\|5.79\|48347;2026-08-05\|5.78\|-0.34\|5.81\|5.83\|5.74\|34241;2026-08-06\|5.88\|1.73\|5.77\|5.93\|5.70\|131820;2026-08-07\|5.76\|-2.04\|5.85\|5.85\|5.71\|96964;2026-08-10\|5.87\|1.91\|5.75\|5.91\|5.75\|78365;2026-08-11\|5.82\|-0.85\|5.85\|5.90\|5.82\|42097;2026-08-12\|5.82\|0.00\|5.83\|5.85\|5.76\|43786;2026-08-13\|5.75\|-1.20\|5.80\|5.83\|5.72\|48598;2026-08-14\|5.72\|-0.52\|5.75\|5.78\|5.68\|35310;2026-08-17\|5.91\|3.32\|5.77\|5.98\|5.77\|129492;2026-08-18\|6.50\|9.98\|5.86\|6.50\|5.86\|473749;2026-08-19\|6.05\|-6.92\|6.26\|6.44\|6.04\|400418;2026-08-20\|6.08\|0.50\|6.00\|6.17\|5.91\|304021;2026-08-21\|5.88\|-3.29\|6.00\|6.03\|5.78\|173140;2026-08-24\|6.08\|3.40\|5.88\|6.16\|5.86\|223036;2026-08-25\|6.24\|2.63\|6.00\|6.44\|5.95\|283727;2026-08-26\|6.23\|-0.16\|6.20\|6.35\|6.16\|215930;2026-08-27\|6.44\|3.37\|6.30\|6.49\|6.30\|270619;2026-08-28\|6.69\|3.88\|6.40\|6.83\|6.40\|434825;2026-08-31\|6.49\|-2.99\|6.71\|6.82\|6.48\|375249;2026-09-01\|7.14\|10.02\|6.49\|7.14\|6.47\|730371;2026-09-02\|6.43\|-9.94\|7.00\|7.00\|6.43\|524612;2026-09-03\|6.46\|0.47\|6.35\|6.46\|6.27\|341606;2026-09-04\|6.55\|1.39\|6.35\|6.65\|6.24\|331887;2026-09-07\|6.79\|3.66\|6.50\|6.84\|6.50\|373273;2026-09-08\|7.06\|3.98\|6.76\|7.22\|6.70\|520442;2026-09-09\|7.23\|2.41\|6.90\|7.60\|6.83\|663472;2026-09-10\|6.96\|-3.73\|7.19\|7.26\|6.92\|425738;2026-09-11\|6.77\|-2.73\|6.96\|7.06\|6.71\|347564;2026-09-14\|7.11\|5.02\|6.81\|7.45\|6.50\|806718;2026-09-15\|6.40\|-9.99\|6.98\|6.98\|6.40\|350930;2026-09-16\|6.22\|-2.81\|6.13\|6.45\|6.07\|446379;2026-09-17\|6.71\|7.88\|6.14\|6.83\|6.11\|647628;2026-09-18\|6.53\|-2.68\|6.49\|6.64\|6.40\|491453;2026-09-21\|6.87\|5.21\|6.47\|7.04\|6.40\|472225;2026-09-22\|6.79\|-1.16\|6.97\|7.00\|6.67\|319686;2026-09-23\|6.59\|-2.95\|6.73\|6.83\|6.55\|256304;2026-09-24\|6.35\|-3.64\|6.61\|6.66\|6.31\|197714;2026-09-28\|6.11\|-3.78\|6.35\|6.47\|6.07\|176944;2026-09-29\|6.06\|-0.82\|6.04\|6.14\|6.03\|154368;2026-09-30\|6.30\|3.96\|6.07\|6.38\|6.07\|193977;2026-10-08\|6.25\|-0.79\|6.40\|6.50\|6.19\|202904;2026-10-09\|6.61\|5.76\|6.21\|6.63\|6.21\|364725;2026-10-12\|6.21\|-6.05\|6.53\|6.85\|6.20\|339429;2026-10-13\|6.25\|0.64\|6.13\|6.33\|6.06\|205975;2026-10-14\|6.13\|-1.92\|6.25\|6.37\|6.09\|136423;2026-10-15\|5.94\|-3.10\|6.05\|6.09\|5.89\|173406;2026-10-16\|5.96\|0.34\|5.95\|6.06\|5.90\|119068;2026-10-19\|5.79\|-2.85\|5.88\|5.93\|5.71\|144397;2026-10-20\|5.85\|1.04\|5.80\|5.90\|5.75\|84995;2026-10-21\|5.87\|0.34\|5.83\|5.96\|5.82\|96297;2026-10-22\|5.67\|-3.41\|5.83\|5.89\|5.65\|103094;2026-10-23\|5.67\|0.00\|5.63\|5.67\|5.44\|122331;2026-10-26\|5.56\|-1.94\|5.60\|5.62\|5.46\|131571;2026-10-27\|5.40\|-2.88\|5.53\|5.58\|5.38\|97235;2026-10-28\|5.41\|0.19\|5.42\|5.43\|5.35\|68723;2026-10-29\|5.34\|-1.29\|5.39\|5.41\|5.33\|60888;2026-10-30\|5.27\|-1.31\|5.30\|5.39\|5.25\|72558;2026-11-02\|5.31\|0.76\|5.30\|5.36\|5.20\|90030;2026-11-03\|5.36\|0.94\|5.30\|5.41\|5.28\|88555;2026-11-04\|5.43\|1.31\|5.35\|5.43\|5.32\|134792;2026-11-05\|5.46\|0.55\|5.40\|5.46\|5.36\|114098;2026-11-06\|5.55\|1.65\|5.37\|5.57\|5.36\|233275
126806	磷化铟基板与磊晶严重供不应求	磷化铟衬底+终止减持+光稳定剂 1、据2026年6月9日公告，公司拟与朱蓉辉、汇智光芯共同出资1000万元设立合资公司，从事磷化铟衬底研发生产销售，公司持股70%；一期固定投资1亿元，预期年产12万片4-6英寸磷化铟衬底；据2026年6月13日公告，核心人物朱蓉辉在化合物半导体领域具有超20年研发和产业化经验。 2、据2026年6月17日公告，股东联发合伙、联拓合伙于2026年6月16日提前终止减持计划，在减持计划实施期间未减持任何公司股份。 3、据2025年年报，公司主营受阻胺光稳定剂及其中间体，是全球最主要的光稳定剂制造与服务商之一，产品应用领域涵盖光伏背板胶膜等。	公司拟设立合资公司开展磷化铟衬底业务，预计二期产能40万片/年	2026-06-29\|19.67\|-9.98\|20.81\|21.66\|19.67\|416466;2026-06-30\|20.26\|3.00\|18.88\|20.59\|18.88\|511842;2026-07-01\|19.19\|-5.28\|19.98\|20.00\|18.70\|426944;2026-07-02\|19.22\|0.16\|18.00\|20.11\|17.46\|416652;2026-07-03\|18.80\|-2.19\|19.17\|19.90\|18.50\|315556;2026-07-06\|18.41\|-2.07\|18.29\|19.20\|17.80\|282169;2026-07-07\|20.25\|9.99\|18.74\|20.25\|18.32\|690848;2026-07-08\|21.91\|8.20\|19.49\|22.28\|19.48\|749205;2026-07-09\|20.98\|-4.24\|19.72\|21.49\|19.72\|694781;2026-07-10\|19.45\|-7.29\|20.00\|20.85\|18.89\|484092;2026-07-13\|21.40\|10.03\|19.01\|21.40\|19.00\|417595;2026-07-14\|23.54\|10.00\|21.84\|23.54\|20.72\|543948;2026-07-15\|21.19\|-9.98\|23.04\|23.54\|21.19\|412406;2026-07-16\|19.07\|-10.00\|19.07\|19.59\|19.07\|74379;2026-07-17\|17.16\|-10.02\|17.16\|17.16\|17.16\|30291;2026-07-20\|15.44\|-10.02\|15.44\|16.16\|15.44\|245593;2026-07-21\|13.90\|-9.97\|13.90\|14.78\|13.90\|450731;2026-07-22\|13.88\|-0.14\|13.25\|14.58\|13.14\|468974;2026-07-23\|13.55\|-2.38\|13.88\|14.12\|13.26\|357784;2026-07-24\|14.70\|8.49\|13.30\|14.85\|13.21\|476532;2026-07-27\|15.55\|5.78\|14.20\|15.82\|13.42\|453796;2026-07-28\|16.06\|3.28\|15.21\|16.45\|14.84\|481950;2026-07-29\|14.45\|-10.02\|14.60\|15.15\|14.45\|140726;2026-07-30\|13.01\|-9.97\|13.01\|14.20\|13.01\|463945;2026-07-31\|12.76\|-1.92\|13.10\|14.00\|12.76\|481676;2026-08-03\|13.79\|8.07\|12.83\|14.04\|12.83\|541384;2026-08-04\|14.54\|5.44\|13.97\|14.61\|13.06\|530602;2026-08-05\|15.51\|6.67\|14.68\|15.65\|14.68\|490018;2026-08-06\|15.77\|1.68\|15.44\|16.30\|14.82\|476596;2026-08-07\|16.14\|2.35\|15.43\|16.88\|14.90\|447515;2026-08-10\|17.75\|9.98\|16.59\|17.75\|16.59\|437467;2026-08-11\|17.01\|-4.17\|17.30\|17.59\|16.37\|500291;2026-08-12\|16.90\|-0.65\|16.84\|17.44\|16.38\|395777;2026-08-13\|16.01\|-5.27\|17.09\|17.16\|15.99\|386313;2026-08-14\|16.05\|0.25\|16.33\|16.53\|15.56\|294245;2026-08-17\|16.46\|2.55\|16.07\|16.79\|15.72\|315607;2026-08-18\|18.11\|10.02\|16.70\|18.11\|16.60\|633559;2026-08-19\|16.30\|-9.99\|16.97\|18.28\|16.30\|473113;2026-08-20\|15.75\|-3.37\|16.30\|16.50\|15.60\|327232;2026-08-21\|17.33\|10.03\|15.66\|17.33\|15.48\|346818;2026-08-24\|18.81\|8.54\|17.68\|19.05\|16.90\|637854;2026-08-25\|17.82\|-5.26\|18.25\|19.12\|17.60\|485877;2026-08-26\|17.51\|-1.74\|17.88\|17.98\|16.80\|356161;2026-08-27\|17.87\|2.06\|17.35\|17.90\|17.01\|461484;2026-08-28\|16.92\|-5.32\|17.33\|17.94\|16.85\|348181;2026-08-31\|17.49\|3.37\|16.24\|17.64\|16.18\|349275;2026-09-01\|16.26\|-7.03\|17.32\|17.32\|16.12\|296485;2026-09-02\|15.90\|-2.21\|15.70\|16.58\|15.00\|275861;2026-09-03\|15.12\|-4.91\|15.82\|15.87\|15.12\|210969;2026-09-04\|14.35\|-5.09\|15.20\|15.36\|14.24\|233228;2026-09-07\|14.61\|1.81\|14.50\|14.78\|14.24\|214732;2026-09-08\|14.26\|-2.40\|14.25\|14.69\|13.90\|244550;2026-09-09\|13.95\|-2.17\|14.51\|14.94\|13.85\|218207;2026-09-10\|13.67\|-2.01\|13.87\|13.87\|13.49\|136336;2026-09-11\|13.55\|-0.88\|13.77\|13.77\|13.18\|124273;2026-09-14\|13.60\|0.37\|13.45\|13.68\|13.31\|81340;2026-09-15\|13.72\|0.88\|13.55\|13.89\|13.43\|144207;2026-09-16\|14.40\|4.96\|14.04\|14.68\|13.61\|344216;2026-09-17\|13.95\|-3.12\|14.25\|14.67\|13.90\|263753;2026-09-18\|14.27\|2.29\|14.01\|14.65\|13.93\|259361;2026-09-21\|14.27\|0.00\|14.26\|14.45\|14.14\|171355;2026-09-22\|14.94\|4.70\|14.46\|15.65\|14.41\|360938;2026-09-23\|14.79\|-1.00\|14.80\|14.88\|14.21\|240804;2026-09-24\|16.27\|10.01\|15.10\|16.27\|14.72\|444116;2026-09-28\|15.12\|-7.07\|16.42\|16.68\|15.07\|411162;2026-09-29\|14.83\|-1.92\|14.99\|15.14\|14.57\|243553;2026-09-30\|14.23\|-4.05\|15.07\|15.39\|14.16\|247422;2026-10-08\|14.03\|-1.41\|14.51\|14.98\|13.90\|224397;2026-10-09\|13.68\|-2.49\|13.93\|14.26\|13.11\|174709;2026-10-12\|14.49\|5.92\|13.85\|15.05\|13.25\|352718;2026-10-13\|14.76\|1.86\|13.66\|15.03\|13.32\|340023;2026-10-14\|13.56\|-8.13\|14.82\|14.82\|13.55\|258283;2026-10-15\|13.06\|-3.69\|12.96\|13.55\|12.81\|168826;2026-10-16\|12.91\|-1.15\|13.24\|13.33\|12.67\|135428;2026-10-19\|12.95\|0.31\|12.92\|13.06\|12.21\|122949;2026-10-20\|13.09\|1.08\|12.81\|13.31\|12.71\|105853;2026-10-21\|13.36\|2.06\|13.50\|13.78\|13.12\|151266;2026-10-22\|12.54\|-6.14\|13.36\|13.36\|12.44\|122844;2026-10-23\|12.71\|1.36\|12.21\|12.75\|11.72\|123415;2026-10-26\|12.40\|-2.44\|12.70\|12.70\|12.28\|68360;2026-10-27\|12.13\|-2.18\|12.49\|12.94\|12.12\|71642;2026-10-28\|12.76\|5.19\|12.30\|12.94\|12.10\|134073;2026-10-29\|12.40\|-2.82\|12.70\|13.25\|12.39\|105664;2026-10-30\|12.12\|-2.26\|12.10\|12.67\|11.71\|118615;2026-11-02\|12.43\|2.56\|12.20\|12.49\|11.95\|93530;2026-11-03\|12.02\|-3.30\|12.27\|12.55\|11.92\|89213;2026-11-04\|12.88\|7.15\|12.18\|13.04\|11.95\|186393;2026-11-05\|13.43\|4.27\|12.64\|13.53\|12.55\|168629;2026-11-06\|13.07\|-2.68\|12.92\|13.28\|12.76\|85482
126805	摩根大通：下一轮全球粮食危机可能正在酝酿之中	转基因+种业+猪肉+饲料行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2026年8月17日互动易，公司相关大豆性状已取得南美多国种植许可和欧盟进口许可，正稳步推进南美市场商业化合作落地。 2、据2025年年度报告，公司转基因性状业务行业领先，使用公司性状的转基因玉米品种审定数量占比达59%，大豆品种审定数量占比达32%。 3、据2026年半年度业绩预告及2026年8月17日互动易，公司种子、饲料及生猪销量同比增长，生猪养殖成本同比下降，但受生猪市场价格低迷影响，商品猪销售均价同比下降约30%。 4、据2025年半年度报告，公司饲料业务是全国预混料龙头企业之一，年产能超1000万吨，覆盖全国28个省。	国内转基因育种技术引领者	2026-06-29\|2.76\|1.84\|2.70\|2.79\|2.64\|958813;2026-06-30\|2.76\|0.00\|2.76\|2.78\|2.71\|629064;2026-07-01\|2.96\|7.25\|2.75\|3.01\|2.75\|1582481;2026-07-02\|2.92\|-1.35\|2.95\|3.02\|2.88\|1136987;2026-07-03\|2.90\|-0.68\|2.92\|2.94\|2.86\|725200;2026-07-06\|2.97\|2.41\|2.92\|3.00\|2.91\|1068593;2026-07-07\|2.92\|-1.68\|2.96\|2.97\|2.90\|754943;2026-07-08\|2.91\|-0.34\|2.91\|2.95\|2.86\|559456;2026-07-09\|2.93\|0.69\|2.89\|2.94\|2.87\|561170;2026-07-10\|3.00\|2.39\|2.94\|3.04\|2.87\|1044427;2026-07-13\|2.99\|-0.33\|2.99\|3.02\|2.96\|681932;2026-07-14\|2.99\|0.00\|2.96\|3.04\|2.96\|712330;2026-07-15\|3.04\|1.67\|2.96\|3.07\|2.94\|883811;2026-07-16\|3.10\|1.97\|3.01\|3.11\|3.00\|927595;2026-07-17\|3.02\|-2.58\|3.08\|3.13\|2.99\|867504;2026-07-20\|3.03\|0.33\|3.01\|3.06\|2.97\|898118;2026-07-21\|2.99\|-1.32\|3.02\|3.05\|2.97\|782465;2026-07-22\|3.00\|0.33\|2.97\|3.01\|2.94\|594814;2026-07-23\|3.03\|1.00\|2.98\|3.04\|2.95\|488919;2026-07-24\|2.93\|-3.30\|3.02\|3.05\|2.93\|580065;2026-07-27\|2.98\|1.71\|2.92\|2.99\|2.91\|428429;2026-07-28\|2.98\|0.00\|2.97\|3.01\|2.96\|301662;2026-07-29\|3.00\|0.67\|2.98\|3.03\|2.97\|498460;2026-07-30\|3.02\|0.67\|2.99\|3.06\|2.99\|590377;2026-07-31\|3.05\|0.99\|3.00\|3.06\|2.99\|515507;2026-08-03\|3.11\|1.97\|3.05\|3.14\|3.04\|800819;2026-08-04\|3.06\|-1.61\|3.11\|3.13\|3.05\|567230;2026-08-05\|3.04\|-0.65\|3.05\|3.07\|3.02\|531278;2026-08-06\|3.03\|-0.33\|3.04\|3.05\|2.97\|912373;2026-08-07\|2.99\|-1.32\|3.02\|3.03\|2.96\|559749;2026-08-10\|3.09\|3.34\|2.99\|3.10\|2.99\|1003106;2026-08-11\|3.04\|-1.62\|3.09\|3.10\|3.03\|549383;2026-08-12\|3.04\|0.00\|3.03\|3.06\|3.01\|423753;2026-08-13\|3.03\|-0.33\|3.05\|3.06\|3.01\|439374;2026-08-14\|2.99\|-1.32\|3.04\|3.04\|2.98\|430948;2026-08-17\|3.07\|2.68\|3.00\|3.08\|2.99\|869460;2026-08-18\|3.38\|10.10\|3.07\|3.38\|3.07\|3205853;2026-08-19\|3.23\|-4.44\|3.34\|3.48\|3.23\|3236454;2026-08-20\|3.41\|5.57\|3.26\|3.47\|3.12\|2817518;2026-08-21\|3.18\|-6.74\|3.31\|3.33\|3.17\|1803493;2026-08-24\|3.20\|0.63\|3.18\|3.24\|3.16\|998002;2026-08-25\|3.26\|1.88\|3.17\|3.38\|3.16\|1541412;2026-08-26\|3.27\|0.31\|3.23\|3.29\|3.21\|1239391;2026-08-27\|3.33\|1.83\|3.25\|3.37\|3.23\|1695107;2026-08-28\|3.39\|1.80\|3.32\|3.40\|3.27\|1542587;2026-08-31\|3.28\|-3.24\|3.40\|3.44\|3.28\|1529285;2026-09-01\|3.53\|7.62\|3.27\|3.59\|3.26\|3107430;2026-09-02\|3.33\|-5.67\|3.44\|3.44\|3.31\|2118294;2026-09-03\|3.27\|-1.80\|3.31\|3.35\|3.26\|1049708;2026-09-04\|3.46\|5.81\|3.27\|3.58\|3.24\|2591676;2026-09-07\|3.50\|1.16\|3.49\|3.58\|3.46\|1942276;2026-09-08\|3.61\|3.14\|3.49\|3.67\|3.46\|2617728;2026-09-09\|3.60\|-0.28\|3.52\|3.68\|3.50\|2184325;2026-09-10\|3.43\|-4.72\|3.59\|3.59\|3.41\|1712692;2026-09-11\|3.37\|-1.75\|3.40\|3.45\|3.33\|1258975;2026-09-14\|3.24\|-3.86\|3.33\|3.35\|3.20\|1385441;2026-09-15\|3.17\|-2.16\|3.22\|3.23\|3.17\|768306;2026-09-16\|3.17\|0.00\|3.17\|3.22\|3.14\|681394;2026-09-17\|3.20\|0.95\|3.16\|3.23\|3.13\|1021934;2026-09-18\|3.19\|-0.31\|3.17\|3.20\|3.14\|711711;2026-09-21\|3.26\|2.19\|3.18\|3.28\|3.15\|1002398;2026-09-22\|3.20\|-1.84\|3.24\|3.26\|3.18\|822175;2026-09-23\|3.14\|-1.88\|3.20\|3.20\|3.14\|599660;2026-09-24\|3.09\|-1.59\|3.17\|3.17\|3.07\|585010;2026-09-28\|3.06\|-0.97\|3.09\|3.10\|3.02\|525972;2026-09-29\|3.07\|0.33\|3.06\|3.09\|3.05\|263216;2026-09-30\|3.10\|0.98\|3.08\|3.12\|3.06\|413647;2026-10-08\|3.09\|-0.32\|3.10\|3.14\|3.06\|485985;2026-10-09\|3.17\|2.59\|3.10\|3.18\|3.07\|700290;2026-10-12\|3.11\|-1.89\|3.17\|3.22\|3.11\|630813;2026-10-13\|3.10\|-0.32\|3.09\|3.15\|3.06\|556989;2026-10-14\|3.04\|-1.94\|3.10\|3.11\|3.04\|443748;2026-10-15\|2.99\|-1.64\|3.01\|3.04\|2.97\|519343;2026-10-16\|3.02\|1.00\|3.00\|3.06\|3.00\|400773;2026-10-19\|3.02\|0.00\|3.02\|3.04\|2.99\|304942;2026-10-20\|3.02\|0.00\|3.02\|3.06\|3.00\|359076;2026-10-21\|3.07\|1.66\|3.01\|3.08\|3.01\|527814;2026-10-22\|3.01\|-1.95\|3.07\|3.07\|3.01\|378085;2026-10-23\|3.02\|0.33\|3.00\|3.03\|2.95\|494464;2026-10-26\|3.02\|0.00\|3.01\|3.03\|2.99\|275188;2026-10-27\|2.99\|-0.99\|3.02\|3.04\|2.99\|323124;2026-10-28\|2.97\|-0.67\|2.98\|3.00\|2.96\|264660;2026-10-29\|2.90\|-2.36\|2.96\|2.96\|2.89\|474652;2026-10-30\|2.85\|-1.72\|2.88\|2.91\|2.85\|443526;2026-11-02\|2.93\|2.81\|2.86\|2.94\|2.85\|441964;2026-11-03\|2.97\|1.37\|2.92\|3.00\|2.92\|434710;2026-11-04\|2.99\|0.67\|2.96\|3.00\|2.95\|457823;2026-11-05\|3.01\|0.67\|2.99\|3.02\|2.97\|379149;2026-11-06\|3.00\|-0.33\|2.98\|3.07\|2.95\|657493
126804	1-7月中国创新药BD交易总金额达1063亿美元	医药商业+SPD+半年报预增+上海国资 1、公司是以医药流通及服务和服装批发、零售为核心的双主业经营模式，下属医药和服装两大板块。 2、据2025年年度报告，公司大力发展区域化SPD业务，SPD医疗供应链项目持续优化平台功能，已初步探索UDI与相关编码的四码映射，筑牢医疗器械全流程智能监管体系。 3、据2026年半年度业绩预增公告，公司预计2026年中报净利润2146万元至2242万元，同比增长81.85%至89.98%，主要系转让南京天石软件11.11%股权确认收益及主营业务稳健经营。 4、据2025年年度报告，公司最终控制人为上海市静安区国有资产监督管理委员会，属于上海国资背景。	公司医药板块主要是中、西成药的批发、零售及以中华老字号“雷允上”为品牌的中医药药学服务和自主品牌“上雷”牌高档滋补品（枫斗、虫草、燕窝、海参等）的销售	2026-06-29\|10.37\|2.27\|10.14\|10.47\|9.79\|32965;2026-06-30\|10.14\|-2.22\|10.40\|10.40\|10.10\|26370;2026-07-01\|10.54\|3.94\|10.28\|10.59\|10.01\|37110;2026-07-02\|10.63\|0.85\|10.54\|10.86\|10.49\|33906;2026-07-03\|11.12\|4.61\|10.70\|11.19\|10.67\|51011;2026-07-06\|10.99\|-1.17\|11.09\|11.16\|10.90\|29453;2026-07-07\|10.66\|-2.91\|10.98\|10.98\|10.64\|23032;2026-07-08\|10.68\|0.19\|10.67\|10.81\|10.51\|18653;2026-07-09\|10.53\|-1.40\|10.68\|10.85\|10.41\|22143;2026-07-10\|10.79\|2.47\|10.68\|10.93\|10.31\|31616;2026-07-13\|10.81\|0.19\|10.78\|10.99\|10.69\|31262;2026-07-14\|11.30\|4.53\|10.82\|11.36\|10.72\|58314;2026-07-15\|11.41\|0.97\|11.13\|11.54\|11.13\|55512;2026-07-16\|11.59\|1.58\|11.26\|11.68\|11.26\|43066;2026-07-17\|11.12\|-4.06\|11.52\|11.73\|11.09\|49050;2026-07-20\|10.85\|-2.43\|11.01\|11.18\|10.70\|47131;2026-07-21\|10.46\|-3.59\|10.80\|10.82\|10.21\|48144;2026-07-22\|10.30\|-1.53\|10.38\|10.71\|10.24\|31043;2026-07-23\|10.50\|1.94\|10.22\|10.50\|10.19\|26651;2026-07-24\|10.03\|-4.48\|10.42\|10.53\|10.03\|32203;2026-07-27\|10.24\|2.09\|10.03\|10.30\|9.95\|25750;2026-07-28\|10.24\|0.00\|10.21\|10.45\|10.21\|23345;2026-07-29\|10.41\|1.66\|10.32\|10.50\|10.28\|25798;2026-07-30\|10.30\|-1.06\|10.41\|10.59\|10.27\|25934;2026-07-31\|10.47\|1.65\|10.30\|10.49\|10.28\|21846;2026-08-03\|10.79\|3.06\|10.50\|10.79\|10.42\|30202;2026-08-04\|10.79\|0.00\|10.83\|10.98\|10.75\|25982;2026-08-05\|10.72\|-0.65\|10.77\|10.85\|10.64\|26476;2026-08-06\|11.79\|9.98\|10.70\|11.79\|10.62\|133097;2026-08-07\|12.97\|10.01\|11.90\|12.97\|11.60\|157225;2026-08-10\|14.27\|10.02\|14.27\|14.27\|14.27\|59043;2026-08-11\|15.70\|10.02\|14.90\|15.70\|14.80\|484395;2026-08-12\|17.27\|10.00\|15.71\|17.27\|15.53\|630907;2026-08-13\|16.00\|-7.35\|15.56\|16.89\|15.54\|524167;2026-08-14\|17.60\|10.00\|15.57\|17.60\|15.04\|450434;2026-08-17\|19.03\|8.12\|17.61\|19.36\|17.23\|639830;2026-08-18\|20.93\|9.98\|18.12\|20.93\|18.12\|574045;2026-08-19\|19.50\|-6.83\|20.00\|20.80\|18.84\|490757;2026-08-20\|18.33\|-6.00\|20.47\|20.47\|17.90\|497345;2026-08-21\|16.50\|-9.98\|16.50\|16.94\|16.50\|145425;2026-08-24\|18.15\|10.00\|15.83\|18.15\|15.83\|509740;2026-08-25\|19.18\|5.67\|17.61\|19.97\|16.67\|564432;2026-08-26\|21.10\|10.01\|19.51\|21.10\|18.96\|553030;2026-08-27\|21.70\|2.84\|22.48\|22.98\|20.63\|648604;2026-08-28\|20.29\|-6.50\|21.70\|21.78\|19.53\|569372;2026-08-31\|18.26\|-10.00\|18.42\|19.04\|18.26\|311016;2026-09-01\|20.09\|10.02\|18.26\|20.09\|17.96\|496045;2026-09-02\|18.08\|-10.01\|20.00\|20.65\|18.08\|415373;2026-09-03\|16.32\|-9.73\|17.35\|17.74\|16.27\|385034;2026-09-04\|17.57\|7.66\|16.52\|17.95\|16.30\|510486;2026-09-07\|17.46\|-0.63\|17.80\|17.88\|17.22\|395393;2026-09-08\|17.49\|0.17\|17.47\|18.17\|16.81\|420595;2026-09-09\|16.63\|-4.92\|17.32\|17.40\|16.49\|270131;2026-09-10\|15.92\|-4.27\|16.22\|16.24\|15.68\|204372;2026-09-11\|15.43\|-3.08\|16.03\|16.03\|15.20\|156243;2026-09-14\|15.47\|0.26\|15.43\|15.76\|15.03\|158118;2026-09-15\|15.00\|-3.04\|15.51\|15.51\|14.96\|139400;2026-09-16\|14.92\|-0.53\|14.88\|15.16\|14.70\|112361;2026-09-17\|15.04\|0.80\|14.92\|15.51\|14.80\|220332;2026-09-18\|15.29\|1.66\|14.93\|15.79\|14.89\|264030;2026-09-21\|16.32\|6.74\|15.39\|16.41\|15.39\|357264;2026-09-22\|17.35\|6.31\|16.33\|17.95\|15.88\|480443;2026-09-23\|15.81\|-8.88\|16.78\|16.78\|15.67\|372074;2026-09-24\|15.24\|-3.61\|15.52\|17.16\|15.12\|313064;2026-09-28\|15.15\|-0.59\|15.70\|16.27\|14.80\|239375;2026-09-29\|14.99\|-1.06\|15.00\|15.53\|14.68\|181558;2026-09-30\|15.01\|0.13\|15.00\|15.48\|14.86\|141315;2026-10-08\|15.50\|3.26\|15.31\|15.98\|15.12\|235558;2026-10-09\|15.65\|0.97\|15.43\|15.68\|14.47\|245906;2026-10-12\|14.58\|-6.84\|15.52\|15.76\|14.57\|161730;2026-10-13\|14.69\|0.75\|14.43\|14.84\|13.82\|131486;2026-10-14\|14.30\|-2.65\|14.69\|14.76\|14.27\|79387;2026-10-15\|14.19\|-0.77\|14.10\|14.83\|13.91\|117582;2026-10-16\|13.84\|-2.47\|14.47\|14.84\|13.70\|135062;2026-10-19\|13.46\|-2.75\|13.64\|13.80\|13.10\|119582;2026-10-20\|13.46\|0.00\|13.31\|13.60\|13.29\|73067;2026-10-21\|13.64\|1.34\|13.60\|13.93\|13.50\|79844;2026-10-22\|12.99\|-4.77\|13.53\|13.65\|12.90\|83582;2026-10-23\|12.92\|-0.54\|12.72\|12.97\|12.12\|101092;2026-10-26\|12.87\|-0.39\|12.82\|13.05\|12.63\|84511;2026-10-27\|12.74\|-1.01\|12.98\|13.27\|12.71\|85490;2026-10-28\|12.72\|-0.16\|12.78\|12.87\|12.45\|72992;2026-10-29\|12.40\|-2.52\|12.77\|12.88\|12.39\|57246;2026-10-30\|12.74\|2.74\|12.60\|13.64\|12.20\|250493;2026-11-02\|13.40\|5.18\|12.83\|13.89\|12.19\|270052;2026-11-03\|13.82\|3.13\|13.53\|14.26\|13.13\|338345;2026-11-04\|14.04\|1.59\|13.37\|14.54\|13.24\|388560;2026-11-05\|13.75\|-2.07\|13.50\|13.89\|13.43\|300837;2026-11-06\|12.96\|-5.75\|13.13\|13.50\|12.66\|191821
126803	摩根大通：下一轮全球粮食危机可能正在酝酿之中	种植业+粮食概念+国企行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、公司以自主经营种植基地为核心资源优势，主要从事稻麦种植及销售、种子生产及销售等业务。 2、据2026年6月4日投资者关系活动记录表，公司自有及流转土地面积超130万亩，在苏北等传统优势区仍具备较强的资源整合能力，流转面积将保持“适度稳健扩张”。 3、据2025年年度报告及公司公告，公司最终控制人为江苏省政府国有资产监督管理委员会，控股股东为江苏省农垦集团有限公司，是一家以自主经营种植基地为核心资源优势的国有大型农业企业。	公司是国内一体化种植龙头，拥有耕地119万亩，一季度净利润同比增加16.66%	2026-06-29\|7.59\|2.02\|7.47\|7.68\|7.35\|86989;2026-06-30\|7.49\|-1.32\|7.54\|7.63\|7.45\|55662;2026-07-01\|7.67\|2.40\|7.49\|7.77\|7.44\|89497;2026-07-02\|7.78\|1.43\|7.66\|7.83\|7.62\|83543;2026-07-03\|7.75\|-0.39\|7.78\|7.93\|7.71\|87833;2026-07-06\|7.74\|-0.13\|7.73\|7.80\|7.67\|91117;2026-07-07\|7.55\|-2.45\|7.77\|7.78\|7.53\|87300;2026-07-08\|7.71\|2.12\|7.61\|7.79\|7.49\|86407;2026-07-09\|7.64\|-0.91\|7.66\|7.72\|7.59\|70951;2026-07-10\|7.74\|1.31\|7.72\|7.76\|7.52\|86746;2026-07-13\|7.91\|2.20\|7.72\|7.96\|7.71\|125207;2026-07-14\|7.88\|-0.38\|7.88\|8.10\|7.84\|178567;2026-07-15\|8.07\|2.41\|7.84\|8.10\|7.81\|107091;2026-07-16\|8.10\|0.37\|8.07\|8.18\|8.01\|94026;2026-07-17\|7.97\|-1.60\|8.07\|8.20\|7.97\|131344;2026-07-20\|8.02\|0.63\|8.00\|8.10\|7.90\|125770;2026-07-21\|7.89\|-1.62\|8.01\|8.10\|7.87\|136168;2026-07-22\|7.98\|1.14\|7.87\|8.00\|7.78\|117863;2026-07-23\|8.10\|1.50\|8.01\|8.14\|7.94\|112351;2026-07-24\|8.01\|-1.11\|8.12\|8.16\|7.99\|109748;2026-07-27\|8.03\|0.25\|7.93\|8.05\|7.90\|76991;2026-07-28\|7.99\|-0.50\|8.08\|8.08\|7.92\|68189;2026-07-29\|8.10\|1.38\|8.00\|8.14\|7.99\|108569;2026-07-30\|8.18\|0.99\|8.09\|8.24\|8.08\|111985;2026-07-31\|8.20\|0.24\|8.12\|8.22\|8.00\|100113;2026-08-03\|8.39\|2.32\|8.20\|8.41\|8.16\|101045;2026-08-04\|8.27\|-1.43\|8.36\|8.40\|8.24\|89100;2026-08-05\|8.20\|-0.85\|8.29\|8.30\|8.16\|87863;2026-08-06\|8.30\|1.22\|8.23\|8.37\|8.11\|191378;2026-08-07\|8.24\|-0.72\|8.22\|8.29\|8.12\|126735;2026-08-10\|8.33\|1.09\|8.20\|8.40\|8.18\|133621;2026-08-11\|8.27\|-0.72\|8.34\|8.46\|8.27\|105488;2026-08-12\|8.23\|-0.48\|8.36\|8.36\|8.19\|73863;2026-08-13\|8.14\|-1.09\|8.21\|8.24\|8.06\|112963;2026-08-14\|8.08\|-0.74\|8.13\|8.15\|8.02\|67136;2026-08-17\|8.53\|5.57\|8.13\|8.58\|8.10\|287785;2026-08-18\|9.38\|9.96\|8.44\|9.38\|8.42\|618721;2026-08-19\|8.79\|-6.29\|9.04\|9.35\|8.77\|516393;2026-08-20\|8.88\|1.02\|8.72\|9.00\|8.46\|390577;2026-08-21\|8.44\|-4.96\|8.84\|8.85\|8.42\|266190;2026-08-24\|8.81\|4.38\|8.44\|8.90\|8.38\|321093;2026-08-25\|8.94\|1.48\|8.70\|9.26\|8.68\|350995;2026-08-26\|8.94\|0.00\|8.79\|9.10\|8.73\|266482;2026-08-27\|9.18\|2.68\|9.12\|9.28\|9.05\|356308;2026-08-28\|9.40\|2.40\|9.18\|9.49\|9.08\|398254;2026-08-31\|9.20\|-2.13\|9.60\|9.81\|9.18\|457837;2026-09-01\|9.88\|7.39\|9.21\|9.90\|9.21\|622123;2026-09-02\|8.98\|-9.11\|9.70\|9.70\|8.92\|535425;2026-09-03\|9.20\|2.45\|8.95\|9.20\|8.84\|321338;2026-09-04\|9.32\|1.30\|9.01\|9.39\|8.84\|362473;2026-09-07\|9.63\|3.33\|9.32\|9.68\|9.30\|383172;2026-09-08\|10.59\|9.97\|9.77\|10.59\|9.66\|580267;2026-09-09\|10.28\|-2.93\|10.35\|10.78\|10.19\|763846;2026-09-10\|9.91\|-3.60\|10.28\|10.91\|9.85\|759208;2026-09-11\|10.03\|1.21\|9.97\|10.68\|9.68\|799557;2026-09-14\|9.13\|-8.97\|9.87\|9.92\|9.03\|677965;2026-09-15\|8.88\|-2.74\|9.13\|9.25\|8.86\|419961;2026-09-16\|9.02\|1.58\|8.89\|9.14\|8.81\|286521;2026-09-17\|9.30\|3.10\|8.93\|9.46\|8.85\|510514;2026-09-18\|9.54\|2.58\|9.06\|9.59\|9.00\|432396;2026-09-21\|9.65\|1.15\|9.54\|9.75\|9.39\|337206;2026-09-22\|9.55\|-1.04\|9.56\|9.75\|9.41\|276174;2026-09-23\|9.36\|-1.99\|9.52\|9.58\|9.23\|198046;2026-09-24\|9.11\|-2.67\|9.35\|9.45\|9.09\|163508;2026-09-28\|8.80\|-3.40\|9.10\|9.23\|8.61\|238059;2026-09-29\|8.72\|-0.91\|8.75\|8.87\|8.69\|122317;2026-09-30\|8.97\|2.87\|8.72\|9.02\|8.71\|161427;2026-10-08\|8.94\|-0.33\|8.99\|9.20\|8.87\|155828;2026-10-09\|9.38\|4.92\|8.96\|9.41\|8.92\|317747;2026-10-12\|8.96\|-4.48\|9.30\|9.58\|8.89\|292937;2026-10-13\|9.01\|0.56\|8.86\|9.24\|8.80\|230494;2026-10-14\|8.90\|-1.22\|8.98\|9.09\|8.87\|164552;2026-10-15\|8.50\|-4.06\|8.87\|8.88\|8.46\|207192;2026-10-16\|8.52\|0.24\|8.56\|8.67\|8.45\|127340;2026-10-19\|8.39\|-1.53\|8.49\|8.54\|8.29\|124075;2026-10-20\|8.44\|0.60\|8.42\|8.47\|8.33\|104946;2026-10-21\|8.40\|-0.47\|8.43\|8.59\|8.36\|102884;2026-10-22\|8.23\|-2.02\|8.40\|8.48\|8.20\|100425;2026-10-23\|8.20\|-0.36\|8.18\|8.23\|8.00\|132007;2026-10-26\|8.15\|-0.61\|8.16\|8.20\|8.06\|98725;2026-10-27\|8.02\|-1.60\|8.18\|8.21\|8.00\|107735;2026-10-28\|7.95\|-0.87\|8.05\|8.12\|7.92\|107237;2026-10-29\|7.93\|-0.25\|7.92\|8.00\|7.87\|117138;2026-10-30\|7.91\|-0.25\|7.88\|8.00\|7.79\|93910;2026-11-02\|8.00\|1.14\|7.91\|8.08\|7.89\|129767;2026-11-03\|8.31\|3.88\|7.98\|8.34\|7.96\|183458;2026-11-04\|8.28\|-0.36\|8.35\|8.40\|8.19\|175502;2026-11-05\|8.28\|0.00\|8.29\|8.34\|8.22\|126808;2026-11-06\|8.34\|0.72\|8.16\|8.45\|8.13\|216151
126802	摩根大通：下一轮全球粮食危机可能正在酝酿之中	转基因+粮食概念+种业振兴+央企行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2025年4月26日年报及2025年10月10日互动易，公司已有10个转基因玉米品种通过审定并全国示范推广，已获得14个转基因性状安全证书，转基因品种示范推广面积全国领先。 2、据2026年5月10日投资者关系活动记录表，公司2025年水稻业务营收19.74亿元，国内玉米业务营收16.48亿元，国内水稻市占率领先，并拟通过外延并购重点深耕玉米主赛道。 3、据公司公告，公司控股股东为中信集团，最终控制人为财政部，具备种业央企战略地位。	国内种业龙头	2026-06-29\|7.63\|1.73\|7.45\|7.74\|7.36\|202846;2026-06-30\|7.54\|-1.18\|7.56\|7.76\|7.48\|141209;2026-07-01\|7.71\|2.25\|7.56\|7.80\|7.54\|182312;2026-07-02\|7.75\|0.52\|7.73\|7.88\|7.67\|155215;2026-07-03\|7.75\|0.00\|7.75\|7.86\|7.68\|126793;2026-07-06\|7.85\|1.29\|7.76\|7.89\|7.72\|138095;2026-07-07\|7.74\|-1.40\|7.86\|7.86\|7.66\|109940;2026-07-08\|7.83\|1.16\|7.76\|7.91\|7.65\|133327;2026-07-09\|7.74\|-1.15\|7.77\|7.84\|7.70\|120861;2026-07-10\|7.83\|1.16\|7.74\|7.87\|7.63\|150094;2026-07-13\|7.96\|1.66\|7.83\|8.04\|7.78\|190879;2026-07-14\|8.02\|0.75\|7.91\|8.18\|7.88\|222827;2026-07-15\|8.03\|0.12\|7.87\|8.03\|7.65\|190737;2026-07-16\|8.09\|0.75\|8.02\|8.10\|7.96\|140481;2026-07-17\|7.99\|-1.24\|8.12\|8.20\|7.98\|194445;2026-07-20\|8.09\|1.25\|7.95\|8.18\|7.94\|212520;2026-07-21\|8.09\|0.00\|8.03\|8.25\|8.01\|228503;2026-07-22\|8.24\|1.85\|8.04\|8.25\|7.92\|275471;2026-07-23\|8.30\|0.73\|8.22\|8.36\|8.16\|182014;2026-07-24\|8.10\|-2.41\|8.31\|8.35\|8.08\|155474;2026-07-27\|8.12\|0.25\|8.08\|8.19\|8.04\|96985;2026-07-28\|8.11\|-0.12\|8.09\|8.12\|8.02\|108051;2026-07-29\|8.27\|1.97\|8.11\|8.30\|8.10\|168796;2026-07-30\|8.43\|1.93\|8.25\|8.45\|8.25\|179298;2026-07-31\|8.40\|-0.36\|8.33\|8.42\|8.26\|155843;2026-08-03\|8.54\|1.67\|8.41\|8.58\|8.39\|163215;2026-08-04\|8.37\|-1.99\|8.53\|8.54\|8.35\|163717;2026-08-05\|8.28\|-1.08\|8.37\|8.40\|8.25\|138295;2026-08-06\|8.25\|-0.36\|8.29\|8.44\|8.09\|346911;2026-08-07\|8.21\|-0.48\|8.22\|8.22\|8.07\|224651;2026-08-10\|8.38\|2.07\|8.20\|8.41\|8.20\|219934;2026-08-11\|8.24\|-1.67\|8.37\|8.39\|8.22\|132388;2026-08-12\|8.17\|-0.85\|8.20\|8.25\|8.12\|101077;2026-08-13\|8.14\|-0.37\|8.18\|8.19\|8.05\|133295;2026-08-14\|8.02\|-1.47\|8.12\|8.13\|8.02\|106893;2026-08-17\|8.38\|4.49\|8.09\|8.46\|8.09\|403960;2026-08-18\|9.22\|10.02\|8.33\|9.22\|8.30\|1144974;2026-08-19\|9.10\|-1.30\|9.45\|9.90\|8.86\|1344708;2026-08-20\|8.84\|-2.86\|8.89\|9.15\|8.44\|960992;2026-08-21\|8.35\|-5.54\|8.80\|8.81\|8.29\|574173;2026-08-24\|8.67\|3.83\|8.32\|8.90\|8.27\|654648;2026-08-25\|8.92\|2.88\|8.68\|9.27\|8.60\|714905;2026-08-26\|8.83\|-1.01\|8.80\|9.14\|8.72\|529686;2026-08-27\|9.10\|3.06\|8.90\|9.15\|8.87\|589990;2026-08-28\|9.25\|1.65\|9.12\|9.41\|9.03\|670700;2026-08-31\|9.06\|-2.05\|9.36\|9.45\|9.00\|685508;2026-09-01\|9.97\|10.04\|9.05\|9.97\|8.99\|904964;2026-09-02\|9.39\|-5.82\|9.88\|9.88\|9.15\|1123018;2026-09-03\|9.16\|-2.45\|9.20\|9.40\|9.05\|592960;2026-09-04\|9.39\|2.51\|9.06\|9.58\|8.98\|715160;2026-09-07\|9.68\|3.09\|9.40\|9.89\|9.40\|766026;2026-09-08\|10.15\|4.86\|9.60\|10.59\|9.55\|1312237;2026-09-09\|10.02\|-1.28\|9.90\|10.25\|9.82\|902713;2026-09-10\|9.59\|-4.29\|9.98\|10.00\|9.56\|701475;2026-09-11\|9.34\|-2.61\|9.51\|9.75\|9.25\|650191;2026-09-14\|9.01\|-3.53\|9.21\|9.34\|8.83\|555890;2026-09-15\|8.77\|-2.66\|9.02\|9.05\|8.74\|388927;2026-09-16\|8.75\|-0.23\|8.70\|8.84\|8.66\|293505;2026-09-17\|9.04\|3.31\|8.75\|9.12\|8.63\|634015;2026-09-18\|8.99\|-0.55\|8.81\|8.99\|8.72\|564274;2026-09-21\|9.08\|1.00\|8.91\|9.13\|8.83\|444060;2026-09-22\|9.01\|-0.77\|9.00\|9.18\|8.85\|420555;2026-09-23\|8.89\|-1.33\|8.95\|9.01\|8.79\|263085;2026-09-24\|8.68\|-2.36\|8.90\|8.98\|8.67\|198587;2026-09-28\|8.43\|-2.88\|8.69\|8.74\|8.31\|278532;2026-09-29\|8.38\|-0.59\|8.40\|8.47\|8.36\|136925;2026-09-30\|8.66\|3.34\|8.44\|8.71\|8.38\|275778;2026-10-08\|8.65\|-0.12\|8.70\|8.92\|8.58\|240743;2026-10-09\|9.06\|4.74\|8.68\|9.08\|8.64\|528100;2026-10-12\|8.64\|-4.64\|9.04\|9.22\|8.60\|472686;2026-10-13\|8.56\|-0.93\|8.50\|8.80\|8.49\|281149;2026-10-14\|8.49\|-0.82\|8.52\|8.63\|8.41\|186375;2026-10-15\|8.17\|-3.77\|8.40\|8.46\|8.13\|221916;2026-10-16\|8.16\|-0.12\|8.27\|8.33\|8.10\|187013;2026-10-19\|8.11\|-0.61\|8.10\|8.16\|8.01\|187705;2026-10-20\|8.16\|0.62\|8.12\|8.17\|8.05\|131493;2026-10-21\|8.15\|-0.12\|8.13\|8.26\|8.13\|147375;2026-10-22\|7.93\|-2.70\|8.15\|8.18\|7.93\|172657;2026-10-23\|8.03\|1.26\|7.90\|8.03\|7.83\|199541;2026-10-26\|8.08\|0.62\|8.02\|8.09\|7.95\|145730;2026-10-27\|7.99\|-1.11\|8.08\|8.17\|7.98\|111448;2026-10-28\|7.89\|-1.25\|8.00\|8.06\|7.84\|176021;2026-10-29\|7.74\|-1.90\|7.87\|7.87\|7.66\|171811;2026-10-30\|7.73\|-0.13\|7.72\|7.82\|7.64\|147578;2026-11-02\|7.85\|1.55\|7.73\|7.93\|7.73\|160273;2026-11-03\|8.01\|2.04\|7.88\|8.03\|7.84\|156696;2026-11-04\|8.10\|1.12\|7.99\|8.19\|7.97\|221332;2026-11-05\|8.11\|0.12\|8.10\|8.15\|8.02\|170345;2026-11-06\|8.13\|0.25\|8.02\|8.26\|7.99\|266582
126801		国产操作系统+鸿蒙概念+AI应用+中科院行业原因： 8月18日午后，信创、国产操作系统概念异动拉升，诚迈科技、中国软件触及涨停，麒麟信安、润和软件、榕基软件、浪潮软件等纷纷冲高。公司原因： 1、据2026年8月18日盘中快讯，国产操作系统板块持续走高，东方中科跟涨；据2025年8月28日2025年半年度报告，公司是国内较早参与鸿蒙生态的引领者和贡献者，开创了鸿蒙移动政务新生态。 2、据2025年8月28日2025年半年度报告，公司在信息安全保密领域率先开展“AI+保密”技术研发与应用，并推出“大模型使能平台”；据2025年3月27日互动易，子公司万里红的大数据与AI应用业务，近期对智能辅助决策平台FUXI-IDP进行全面AI升级。 3、据2025年年度报告，公司聚焦公共安全、数字政府等场景，核心产品伏羲智能辅助决策平台已在多个省、市落地；公司最终控制人为中国科学院，属中科院体系企业。	1、公司为党政机关、大型国有企业提供计算机网络系统、网络安全系统以及电子政务应用系统的规划、设计、实施、运维、技术支持等全面服务； 2、控股子公司北汇信息2024年已中标中国一汽“脑机接口测试技术采购”项目，可提供自动驾驶互动测试验证等仿真系统	2026-06-29\|21.77\|-0.50\|21.79\|22.22\|21.38\|33296;2026-06-30\|22.35\|2.66\|21.77\|22.69\|21.51\|27616;2026-07-01\|22.04\|-1.30\|22.23\|22.68\|21.92\|31832;2026-07-02\|21.22\|-3.72\|21.95\|22.17\|21.17\|32892;2026-07-03\|21.10\|-0.57\|21.10\|21.38\|20.99\|22836;2026-07-06\|20.57\|-2.51\|21.19\|21.25\|20.23\|30302;2026-07-07\|19.94\|-3.06\|20.56\|20.61\|19.88\|22665;2026-07-08\|20.07\|0.65\|19.87\|20.29\|19.73\|20893;2026-07-09\|20.22\|0.75\|20.05\|20.35\|19.54\|24140;2026-07-10\|20.74\|2.57\|20.22\|21.25\|19.96\|34473;2026-07-13\|19.48\|-6.08\|20.50\|20.89\|19.44\|27959;2026-07-14\|19.39\|-0.46\|19.61\|19.67\|18.90\|22803;2026-07-15\|19.66\|1.39\|19.38\|19.87\|19.37\|19084;2026-07-16\|20.01\|1.78\|19.59\|20.44\|19.39\|25630;2026-07-17\|19.07\|-4.70\|19.75\|20.06\|18.96\|29504;2026-07-20\|18.82\|-1.31\|19.10\|19.56\|18.50\|28524;2026-07-21\|19.04\|1.17\|18.84\|19.14\|18.22\|32313;2026-07-22\|18.80\|-1.26\|18.85\|19.06\|18.64\|17326;2026-07-23\|19.20\|2.13\|18.80\|19.20\|18.68\|20476;2026-07-24\|19.03\|-0.89\|19.18\|19.35\|18.98\|16080;2026-07-27\|19.70\|3.52\|19.03\|19.97\|18.90\|25451;2026-07-28\|20.39\|3.50\|19.50\|20.80\|19.40\|45691;2026-07-29\|20.12\|-1.32\|20.11\|20.39\|19.54\|32977;2026-07-30\|19.64\|-2.39\|19.89\|20.26\|19.62\|21995;2026-07-31\|20.42\|3.97\|20.00\|20.58\|19.81\|27993;2026-08-03\|20.76\|1.67\|20.32\|20.85\|20.30\|19581;2026-08-04\|20.82\|0.29\|20.71\|21.03\|20.67\|24661;2026-08-05\|21.01\|0.91\|20.70\|21.15\|20.70\|19738;2026-08-06\|21.00\|-0.05\|21.00\|21.23\|20.64\|20362;2026-08-07\|20.58\|-2.00\|21.00\|21.05\|20.33\|18559;2026-08-10\|20.64\|0.29\|20.55\|20.76\|20.28\|15422;2026-08-11\|20.33\|-1.50\|20.69\|20.69\|20.15\|20274;2026-08-12\|20.96\|3.10\|20.34\|21.29\|20.30\|43143;2026-08-13\|20.52\|-2.10\|21.17\|21.17\|20.50\|23212;2026-08-14\|20.58\|0.29\|20.52\|20.89\|20.35\|17752;2026-08-17\|20.71\|0.63\|20.53\|20.74\|20.35\|14131;2026-08-18\|22.78\|10.00\|20.66\|22.78\|20.16\|86087;2026-08-19\|21.25\|-6.72\|21.98\|22.47\|21.06\|85906;2026-08-20\|21.85\|2.82\|21.49\|22.47\|20.66\|75608;2026-08-21\|20.91\|-4.30\|21.60\|21.67\|20.85\|45718;2026-08-24\|21.15\|1.15\|20.99\|21.79\|20.70\|52894;2026-08-25\|21.07\|-0.38\|20.85\|21.15\|20.43\|37710;2026-08-26\|20.72\|-1.66\|21.07\|21.21\|20.56\|30108;2026-08-27\|20.90\|0.87\|20.73\|20.99\|20.55\|28400;2026-08-28\|21.20\|1.44\|20.90\|21.40\|20.81\|37131;2026-08-31\|21.66\|2.17\|20.82\|21.68\|20.66\|39129;2026-09-01\|21.62\|-0.18\|21.66\|21.85\|21.46\|34555;2026-09-02\|21.57\|-0.23\|21.37\|21.84\|21.37\|25644;2026-09-03\|21.63\|0.28\|21.67\|21.75\|21.27\|25429;2026-09-04\|21.50\|-0.60\|21.70\|22.20\|21.40\|35940;2026-09-07\|21.60\|0.47\|21.50\|21.64\|21.22\|21691;2026-09-08\|21.78\|0.83\|21.59\|21.93\|21.40\|18539;2026-09-09\|22.46\|3.12\|21.73\|22.49\|21.70\|51950;2026-09-10\|22.24\|-0.98\|22.53\|22.58\|22.17\|29794;2026-09-11\|21.81\|-1.93\|22.22\|22.22\|21.36\|29516;2026-09-14\|21.67\|-0.64\|22.35\|23.45\|21.27\|89460;2026-09-15\|21.13\|-2.49\|21.22\|21.86\|21.00\|51961;2026-09-16\|21.40\|1.28\|21.20\|21.62\|20.78\|30365;2026-09-17\|21.11\|-1.36\|21.15\|21.55\|21.10\|20419;2026-09-18\|21.40\|1.37\|21.38\|21.59\|21.14\|16964;2026-09-21\|21.89\|2.29\|21.39\|22.08\|21.29\|27026;2026-09-22\|22.04\|0.69\|21.80\|22.35\|21.80\|28580;2026-09-23\|24.24\|9.98\|22.04\|24.24\|21.59\|94263;2026-09-24\|26.66\|9.98\|26.10\|26.66\|25.86\|186178;2026-09-28\|24.97\|-6.34\|27.50\|28.53\|24.41\|292417;2026-09-29\|24.68\|-1.16\|23.81\|25.83\|23.80\|217642;2026-09-30\|23.73\|-3.85\|24.71\|25.22\|23.52\|154799;2026-10-08\|22.68\|-4.42\|23.48\|23.70\|22.44\|109724;2026-10-09\|22.77\|0.40\|22.31\|22.90\|21.37\|101571;2026-10-12\|21.64\|-4.96\|22.41\|22.50\|21.60\|64542;2026-10-13\|22.26\|2.87\|21.35\|22.35\|20.84\|70152;2026-10-14\|21.37\|-4.00\|22.22\|22.26\|21.37\|43654;2026-10-15\|20.59\|-3.65\|20.55\|21.21\|20.47\|38453;2026-10-16\|20.63\|0.19\|21.00\|21.16\|20.50\|39138;2026-10-19\|20.40\|-1.11\|20.45\|20.69\|19.89\|35262;2026-10-20\|20.94\|2.65\|20.35\|21.16\|20.24\|38821;2026-10-21\|20.95\|0.05\|20.94\|21.22\|20.70\|32870;2026-10-22\|20.08\|-4.15\|20.93\|21.23\|20.07\|34882;2026-10-23\|20.74\|3.29\|19.73\|20.85\|19.00\|57749;2026-10-26\|20.80\|0.29\|20.54\|21.02\|20.49\|38933;2026-10-27\|19.93\|-4.18\|20.88\|21.07\|19.93\|36383;2026-10-28\|20.06\|0.65\|20.18\|20.28\|19.81\|27869;2026-10-29\|19.05\|-5.03\|19.66\|19.76\|19.04\|39979;2026-10-30\|17.60\|-7.61\|18.80\|18.85\|17.60\|57374;2026-11-02\|18.50\|5.11\|17.75\|18.65\|17.40\|47023;2026-11-03\|18.14\|-1.95\|18.46\|18.88\|18.00\|31907;2026-11-04\|18.31\|0.94\|18.26\|18.38\|17.60\|37423;2026-11-05\|18.77\|2.51\|18.14\|18.85\|18.11\|33760;2026-11-06\|19.15\|2.02\|18.33\|20.41\|18.14\|101571
126800	英伟达CPO交换机全面量产	算力连接器+半导体测试+商业航天+央企 1、据机构测算，NPO中的Socket属于纯增量市场，2000万颗GPU的NPO Scale up互联需56亿美金的Socket；据2026年7月29日互动易，公司有研制、生产CPU Socket连接器的能力，部分产品可用于国产算力服务器配套，目前处于送样、市场推广阶段。 2、据2026年7月29日互动易，公司为半导体测试装备提供互连产品配套，是近几年新拓展业务，2026年上半年此类产品订货实现较快增长，新增订单占2026年公司订货额的6%左右。 3、据2026年5月11日投资者关系活动记录表，公司为商业航天领域提供连接器及线缆组件、继电器、微特电机等产品配套，2025年来自该领域收入占公司营业收入的8%左右。 4、公司控股股东为航天江南集团有限公司，实际控制人为国务院国有资产监督管理委员会。	1、国内光通信器件行业的重点骨干企业；控股子公司江苏奥雷光电有限公司主营业务为光模块、光互连产品研制生产，产品主要应用于防务、通信、视频监控和工业控制等领域； 2、中航科工集团旗下，航天连接器龙头，市场占比超过70%	2026-06-29\|71.75\|-0.98\|73.00\|75.14\|69.90\|239601;2026-06-30\|76.22\|6.23\|73.50\|78.12\|72.09\|359023;2026-07-01\|80.20\|5.22\|76.20\|81.93\|75.29\|392127;2026-07-02\|83.10\|3.62\|78.00\|87.80\|77.08\|376085;2026-07-03\|83.70\|0.72\|84.75\|90.69\|83.34\|316390;2026-07-06\|92.07\|10.00\|86.23\|92.07\|83.33\|288224;2026-07-07\|90.15\|-2.09\|93.72\|93.87\|87.20\|365134;2026-07-08\|86.30\|-4.27\|93.50\|95.88\|86.08\|370641;2026-07-09\|83.76\|-2.94\|86.54\|87.98\|78.00\|405437;2026-07-10\|79.29\|-5.34\|83.63\|88.84\|79.29\|495203;2026-07-13\|76.00\|-4.15\|78.31\|81.40\|74.49\|347077;2026-07-14\|74.37\|-2.14\|76.00\|78.43\|70.84\|278996;2026-07-15\|70.36\|-5.39\|73.92\|74.59\|70.02\|164477;2026-07-16\|72.08\|2.44\|69.41\|75.36\|69.01\|224985;2026-07-17\|64.76\|-9.99\|71.63\|72.00\|64.76\|222576;2026-07-20\|63.58\|-1.82\|67.18\|69.01\|61.70\|219007;2026-07-21\|66.98\|5.35\|64.50\|67.16\|58.46\|229406;2026-07-22\|69.55\|3.84\|65.11\|73.25\|65.00\|289819;2026-07-23\|66.14\|-4.90\|69.55\|72.50\|65.40\|206597;2026-07-24\|65.90\|-0.36\|64.05\|68.74\|64.05\|144216;2026-07-27\|67.73\|2.78\|65.90\|68.00\|63.89\|151786;2026-07-28\|61.62\|-9.02\|66.79\|67.70\|61.18\|155838;2026-07-29\|61.08\|-0.88\|62.00\|62.99\|58.30\|148114;2026-07-30\|57.16\|-6.42\|61.00\|61.35\|54.97\|191144;2026-07-31\|61.37\|7.37\|59.96\|62.77\|59.20\|200753;2026-08-03\|61.39\|0.03\|63.99\|64.92\|60.66\|171567;2026-08-04\|63.47\|3.39\|63.50\|64.68\|62.20\|156475;2026-08-05\|66.33\|4.51\|63.00\|67.42\|62.56\|201808;2026-08-06\|65.51\|-1.24\|64.00\|66.90\|63.71\|180358;2026-08-07\|65.77\|0.40\|65.25\|66.48\|63.84\|161482;2026-08-10\|64.28\|-2.27\|66.20\|66.55\|62.81\|152849;2026-08-11\|64.05\|-0.36\|62.82\|65.47\|61.80\|133066;2026-08-12\|64.49\|0.69\|63.81\|66.53\|63.81\|114854;2026-08-13\|64.96\|0.73\|65.60\|66.88\|64.76\|161100;2026-08-14\|64.22\|-1.14\|65.01\|67.48\|63.56\|121416;2026-08-17\|65.16\|1.46\|64.11\|65.50\|63.61\|128686;2026-08-18\|71.68\|10.01\|65.38\|71.68\|64.35\|291436;2026-08-19\|64.51\|-10.00\|71.26\|71.50\|64.51\|372781;2026-08-20\|60.78\|-5.78\|63.62\|64.50\|60.10\|248996;2026-08-21\|62.67\|3.11\|60.29\|63.59\|59.31\|165410;2026-08-24\|59.37\|-5.27\|63.89\|64.37\|57.70\|161401;2026-08-25\|60.67\|2.19\|58.59\|61.50\|57.88\|110257;2026-08-26\|60.52\|-0.25\|60.78\|61.81\|60.27\|76612;2026-08-27\|62.81\|3.78\|61.74\|63.00\|60.52\|144384;2026-08-28\|62.35\|-0.73\|62.10\|63.78\|62.10\|102015;2026-08-31\|65.51\|5.07\|61.50\|66.66\|61.18\|171557;2026-09-01\|66.80\|1.97\|65.49\|67.37\|64.63\|177308;2026-09-02\|66.42\|-0.57\|66.59\|67.40\|64.80\|120935;2026-09-03\|66.77\|0.53\|66.90\|67.24\|65.10\|82220;2026-09-04\|64.18\|-3.88\|67.03\|67.57\|63.76\|110776;2026-09-07\|67.40\|5.02\|64.99\|68.20\|63.00\|139630;2026-09-08\|65.57\|-2.72\|66.95\|67.13\|65.31\|90544;2026-09-09\|64.20\|-2.09\|65.88\|66.94\|63.69\|109102;2026-09-10\|63.40\|-1.25\|63.51\|65.05\|63.10\|72237;2026-09-11\|63.01\|-0.62\|62.55\|63.88\|60.30\|111996;2026-09-14\|65.30\|3.63\|62.39\|65.75\|62.00\|96703;2026-09-15\|68.78\|5.33\|64.58\|70.28\|64.57\|212104;2026-09-16\|70.36\|2.30\|68.82\|70.72\|67.68\|149498;2026-09-17\|73.16\|3.98\|71.22\|76.37\|70.50\|222616;2026-09-18\|74.20\|1.42\|74.10\|75.54\|72.69\|178700;2026-09-21\|74.23\|0.04\|74.00\|75.70\|73.50\|102631;2026-09-22\|73.20\|-1.39\|75.00\|78.00\|72.97\|119756;2026-09-23\|72.29\|-1.24\|73.37\|74.25\|72.20\|74071;2026-09-24\|71.35\|-1.30\|71.72\|72.29\|70.49\|70121;2026-09-28\|68.56\|-3.91\|71.34\|71.34\|67.51\|82301;2026-09-29\|68.10\|-0.67\|68.00\|69.11\|67.71\|46983;2026-09-30\|67.01\|-1.60\|68.61\|69.46\|66.97\|49035;2026-10-08\|64.50\|-3.75\|67.02\|68.18\|62.88\|96195;2026-10-09\|61.72\|-4.31\|63.54\|64.15\|58.60\|125066;2026-10-12\|58.40\|-5.38\|61.38\|61.38\|58.22\|79830;2026-10-13\|58.15\|-0.43\|57.15\|59.30\|55.60\|79015;2026-10-14\|55.88\|-3.90\|57.56\|57.90\|55.72\|72176;2026-10-15\|53.05\|-5.06\|53.99\|54.35\|52.60\|86121;2026-10-16\|53.96\|1.72\|54.00\|55.50\|53.68\|78965;2026-10-19\|53.81\|-0.28\|53.60\|54.35\|52.15\|70765;2026-10-20\|53.49\|-0.59\|53.55\|54.85\|52.20\|73260;2026-10-21\|53.12\|-0.69\|53.57\|54.80\|52.94\|53074;2026-10-22\|51.25\|-3.52\|53.12\|53.49\|51.22\|61404;2026-10-23\|51.88\|1.23\|50.31\|51.98\|48.86\|92204;2026-10-26\|50.07\|-3.49\|51.67\|52.14\|49.81\|71754;2026-10-27\|47.88\|-4.37\|50.66\|51.47\|47.88\|76273;2026-10-28\|50.29\|5.03\|48.76\|50.82\|48.41\|83870;2026-10-29\|50.17\|-0.24\|50.41\|51.43\|48.88\|107841;2026-10-30\|47.58\|-5.16\|48.89\|50.72\|47.58\|123796;2026-11-02\|48.80\|2.56\|48.30\|49.84\|48.30\|104963;2026-11-03\|46.51\|-4.69\|48.30\|49.07\|46.33\|93803;2026-11-04\|49.43\|6.28\|46.60\|49.66\|46.00\|113800;2026-11-05\|50.28\|1.72\|48.43\|51.00\|48.29\|104322;2026-11-06\|52.26\|3.94\|48.00\|52.70\|47.08\|191992
126799	中信证券：玻璃基板有望成为解决当前先进封装瓶颈的重要工艺	玻璃基板+显示面板+国企改革 1、据中信证券2026年8月17日研报，玻璃基板有望成为解决先进封装大尺寸化、高密高速升级等瓶颈的重要工艺；据2026年5月20日互动易，公司2025年报披露的封装玻璃料方是指可用于芯片封装用玻璃基板的料方，料方研发已取得突破。 2、据2025年半年度报告，公司主营业务为基板玻璃、显示面板的研发、生产与销售，形成“面板+基板”上下游产业联动布局，显示面板产品涵盖大尺寸、高刷新率等市场主流产品。 3、据2026年6月27日公告，公司控股股东为咸阳金融控股集团有限公司，实际控制人为咸阳市国有资产监督管理委员会。	此前美国认定公司自主研发的“616”新料方玻璃基板不侵犯美国康宁公司专利	2026-06-29\|15.35\|9.96\|14.00\|15.36\|13.97\|3828205;2026-06-30\|16.89\|10.03\|15.05\|16.89\|14.69\|2117757;2026-07-01\|17.66\|4.56\|16.73\|17.75\|16.01\|4119707;2026-07-02\|16.69\|-5.49\|16.40\|18.35\|15.89\|4116631;2026-07-03\|15.02\|-10.01\|15.80\|16.03\|15.02\|2790498;2026-07-06\|13.52\|-9.99\|14.90\|15.00\|13.52\|2263626;2026-07-07\|12.95\|-4.22\|13.00\|13.67\|12.69\|1978456;2026-07-08\|12.26\|-5.33\|12.95\|13.18\|11.97\|2088536;2026-07-09\|12.49\|1.88\|12.44\|12.72\|11.69\|2429556;2026-07-10\|11.95\|-4.32\|12.68\|13.45\|11.95\|2502987;2026-07-13\|10.76\|-9.96\|11.42\|12.02\|10.76\|1757850;2026-07-14\|11.28\|4.83\|10.76\|11.43\|10.72\|1733334;2026-07-15\|10.62\|-5.85\|11.46\|11.50\|10.52\|1406392;2026-07-16\|9.98\|-6.03\|10.49\|10.61\|9.87\|1238310;2026-07-17\|9.50\|-4.81\|9.88\|10.05\|9.34\|1293761;2026-07-20\|8.55\|-10.00\|9.75\|9.78\|8.55\|1316788;2026-07-21\|9.25\|8.19\|8.65\|9.28\|7.88\|1809427;2026-07-22\|9.07\|-1.95\|9.05\|9.47\|8.99\|1342720;2026-07-23\|9.02\|-0.55\|9.27\|9.39\|8.93\|1129075;2026-07-24\|8.68\|-3.77\|8.76\|9.09\|8.55\|891335;2026-07-27\|9.11\|4.95\|8.65\|9.14\|8.46\|1004772;2026-07-28\|8.60\|-5.60\|8.90\|9.19\|8.50\|914876;2026-07-29\|8.29\|-3.60\|8.55\|8.65\|7.95\|1225043;2026-07-30\|7.73\|-6.76\|8.25\|8.35\|7.65\|1055534;2026-07-31\|7.80\|0.91\|8.18\|8.38\|7.78\|1269945;2026-08-03\|7.76\|-0.51\|7.75\|7.87\|7.63\|813964;2026-08-04\|8.32\|7.22\|7.91\|8.37\|7.80\|1235830;2026-08-05\|8.91\|7.09\|8.28\|9.03\|8.25\|1445100;2026-08-06\|9.18\|3.03\|8.74\|9.30\|8.70\|1452450;2026-08-07\|9.48\|3.27\|9.20\|9.57\|9.10\|1395224;2026-08-10\|9.31\|-1.79\|9.60\|9.70\|9.11\|1202161;2026-08-11\|9.30\|-0.11\|9.23\|9.53\|9.14\|843298;2026-08-12\|9.34\|0.43\|9.31\|9.38\|9.19\|822413;2026-08-13\|9.15\|-2.03\|9.49\|9.55\|9.14\|864586;2026-08-14\|9.31\|1.75\|9.18\|9.33\|9.14\|691790;2026-08-17\|9.82\|5.48\|9.35\|10.11\|9.29\|1612466;2026-08-18\|10.80\|9.98\|9.87\|10.80\|9.87\|3342006;2026-08-19\|10.35\|-4.17\|10.35\|11.24\|10.25\|3439897;2026-08-20\|9.79\|-5.41\|10.48\|10.63\|9.57\|1992192;2026-08-21\|9.76\|-0.31\|9.61\|10.05\|9.50\|1220563;2026-08-24\|9.24\|-5.33\|9.70\|9.71\|9.01\|1213788;2026-08-25\|9.27\|0.32\|9.08\|9.34\|8.75\|925278;2026-08-26\|9.16\|-1.19\|9.26\|9.34\|9.05\|695912;2026-08-27\|9.51\|3.82\|9.24\|9.54\|9.21\|1047519;2026-08-28\|9.24\|-2.84\|9.45\|9.61\|9.23\|955456;2026-08-31\|9.34\|1.08\|9.06\|9.35\|9.00\|808825;2026-09-01\|8.98\|-3.85\|9.34\|9.37\|8.95\|838148;2026-09-02\|8.81\|-1.89\|8.81\|8.88\|8.72\|572057;2026-09-03\|8.75\|-0.68\|8.87\|8.92\|8.60\|643743;2026-09-04\|8.47\|-3.20\|8.85\|8.94\|8.41\|727935;2026-09-07\|8.73\|3.07\|8.55\|8.85\|8.54\|826811;2026-09-08\|8.61\|-1.37\|8.73\|8.84\|8.56\|642303;2026-09-09\|8.64\|0.35\|8.72\|9.06\|8.58\|923056;2026-09-10\|8.54\|-1.16\|8.53\|8.71\|8.42\|621598;2026-09-11\|8.51\|-0.35\|8.40\|8.58\|8.18\|748433;2026-09-14\|8.69\|2.12\|8.43\|8.78\|8.28\|772047;2026-09-15\|8.95\|2.99\|8.61\|8.95\|8.57\|1187082;2026-09-16\|9.12\|1.90\|8.88\|9.18\|8.77\|1287196;2026-09-17\|9.24\|1.32\|9.02\|9.84\|9.00\|1762288;2026-09-18\|9.24\|0.00\|9.42\|9.44\|8.96\|1296157;2026-09-21\|9.85\|6.60\|9.38\|10.16\|9.32\|2865760;2026-09-22\|9.55\|-3.05\|9.95\|9.97\|9.50\|2003196;2026-09-23\|9.80\|2.62\|9.60\|10.19\|9.59\|2007834;2026-09-24\|9.49\|-3.16\|9.80\|9.93\|9.48\|1339935;2026-09-28\|10.38\|9.38\|9.89\|10.44\|9.85\|3655583;2026-09-29\|9.57\|-7.80\|9.79\|9.96\|9.34\|2677955;2026-09-30\|10.08\|5.33\|9.57\|10.42\|9.36\|2764437;2026-10-08\|9.15\|-9.23\|9.94\|10.10\|9.07\|2499379;2026-10-09\|8.73\|-4.59\|8.88\|9.00\|8.33\|1692533;2026-10-12\|8.18\|-6.30\|8.68\|8.69\|8.11\|1132859;2026-10-13\|8.37\|2.32\|7.98\|8.47\|7.81\|1151970;2026-10-14\|7.98\|-4.66\|8.25\|8.33\|7.97\|780436;2026-10-15\|7.62\|-4.51\|7.65\|7.81\|7.60\|744662;2026-10-16\|7.59\|-0.39\|7.80\|7.85\|7.51\|639962;2026-10-19\|7.56\|-0.40\|7.49\|7.64\|7.25\|649515;2026-10-20\|7.61\|0.66\|7.56\|7.73\|7.51\|546963;2026-10-21\|7.67\|0.79\|7.68\|7.82\|7.59\|598924;2026-10-22\|7.32\|-4.56\|7.68\|7.72\|7.30\|642369;2026-10-23\|7.45\|1.78\|7.18\|7.47\|6.88\|799211;2026-10-26\|7.20\|-3.36\|7.39\|7.39\|7.17\|483515;2026-10-27\|6.97\|-3.19\|7.30\|7.38\|6.97\|469232;2026-10-28\|7.19\|3.16\|7.10\|7.26\|6.98\|575897;2026-10-29\|6.84\|-4.87\|7.10\|7.13\|6.83\|562504;2026-10-30\|6.51\|-4.82\|6.64\|6.87\|6.50\|585633;2026-11-02\|6.75\|3.69\|6.60\|6.79\|6.50\|648614;2026-11-03\|6.62\|-1.93\|6.68\|6.83\|6.56\|547436;2026-11-04\|7.02\|6.04\|6.65\|7.04\|6.53\|881343;2026-11-05\|7.09\|1.00\|6.90\|7.25\|6.86\|796684;2026-11-06\|6.87\|-3.10\|6.80\|6.97\|6.67\|544790
126798		半年报披露+铝热传输材料+产能扩张+特斯拉概念 1、据2026年8月18日半年报，公司2026年上半年实现营收64.18亿元，同比增长7.62%；扣非净利润5.46亿元，同比增长1.1%，经营保持稳健，高附加值产品及重点项目订单保障充足。 2、据2026年8月18日半年报，公司主营铝热传输材料，为国家级制造业单项冠军示范企业，产品主要应用于汽车热交换及新能源汽车动力电池领域，客户涵盖比亚迪、特斯拉及日本电装、马勒集团等全球知名汽配供应商。 3、据2026年8月18日半年报，公司重庆二期“年产45万吨新能源汽车用高端铝板带箔项目”核心热连轧机组已于2026年6月24日成功通车，项目整体建成后将新增15万吨高端成品及30万吨热轧坯料产能。	中国铝箔材十强企业，二季度扣非净利润同比上升5.13%	2026-06-29\|14.47\|2.41\|14.13\|14.72\|13.68\|132451;2026-06-30\|14.10\|-2.56\|14.25\|14.35\|13.98\|69745;2026-07-01\|14.02\|-0.57\|14.09\|14.28\|13.81\|85529;2026-07-02\|13.82\|-1.43\|14.06\|14.27\|13.79\|111961;2026-07-03\|14.22\|2.89\|13.93\|14.33\|13.93\|113040;2026-07-06\|14.86\|4.50\|14.23\|14.88\|14.08\|139727;2026-07-07\|14.93\|0.47\|14.60\|15.10\|14.35\|182506;2026-07-08\|14.31\|-4.15\|14.80\|14.94\|14.27\|100433;2026-07-09\|13.80\|-3.56\|14.21\|14.30\|13.61\|114453;2026-07-10\|14.44\|4.64\|13.80\|14.74\|13.68\|157993;2026-07-13\|14.35\|-0.62\|14.29\|14.40\|14.05\|85651;2026-07-14\|14.66\|2.16\|14.24\|14.86\|14.17\|105650;2026-07-15\|14.46\|-1.36\|14.64\|14.70\|14.30\|81432;2026-07-16\|14.05\|-2.84\|14.38\|14.54\|13.98\|94775;2026-07-17\|13.89\|-1.14\|14.00\|14.34\|13.75\|121321;2026-07-20\|14.57\|4.90\|14.00\|14.97\|13.85\|165663;2026-07-21\|14.27\|-2.06\|14.68\|14.80\|14.22\|134667;2026-07-22\|14.18\|-0.63\|14.28\|14.44\|13.97\|153307;2026-07-23\|15.09\|6.42\|14.10\|15.19\|14.05\|200846;2026-07-24\|14.49\|-3.98\|14.88\|15.03\|14.41\|108310;2026-07-27\|14.73\|1.66\|14.50\|14.80\|14.43\|77052;2026-07-28\|14.71\|-0.14\|14.49\|14.75\|14.41\|66095;2026-07-29\|15.30\|4.01\|14.71\|15.44\|14.71\|131783;2026-07-30\|15.95\|4.25\|15.35\|16.22\|15.30\|222845;2026-07-31\|15.68\|-1.69\|15.72\|16.05\|15.32\|178567;2026-08-03\|15.79\|0.70\|15.50\|15.88\|15.34\|95839;2026-08-04\|15.66\|-0.82\|15.80\|15.90\|15.56\|72664;2026-08-05\|15.57\|-0.57\|15.65\|15.70\|15.47\|81390;2026-08-06\|15.47\|-0.64\|15.66\|15.74\|15.29\|73009;2026-08-07\|15.43\|-0.26\|15.47\|15.68\|15.34\|96182;2026-08-10\|15.81\|2.46\|15.48\|15.95\|15.37\|112627;2026-08-11\|15.40\|-2.59\|15.80\|16.19\|15.40\|103867;2026-08-12\|15.42\|0.13\|15.39\|15.87\|15.33\|92464;2026-08-13\|15.07\|-2.27\|15.40\|15.47\|15.03\|87380;2026-08-14\|14.98\|-0.60\|15.08\|15.08\|14.77\|51088;2026-08-17\|15.18\|1.34\|15.00\|15.21\|14.86\|43717;2026-08-18\|16.70\|10.01\|15.19\|16.70\|15.17\|255059;2026-08-19\|16.64\|-0.36\|16.60\|16.90\|16.18\|222089;2026-08-20\|16.20\|-2.64\|16.74\|17.05\|16.14\|137609;2026-08-21\|16.02\|-1.11\|16.15\|16.22\|15.86\|83888;2026-08-24\|16.13\|0.69\|15.99\|16.15\|15.80\|106136;2026-08-25\|15.84\|-1.80\|15.93\|16.08\|15.68\|84817;2026-08-26\|15.86\|0.13\|15.73\|16.13\|15.73\|97559;2026-08-27\|15.88\|0.13\|15.80\|15.93\|15.67\|76133;2026-08-28\|16.15\|1.70\|15.85\|16.26\|15.81\|110350;2026-08-31\|16.02\|-0.81\|15.80\|16.10\|15.50\|86779;2026-09-01\|15.92\|-0.62\|16.00\|16.28\|15.88\|79400;2026-09-02\|15.62\|-1.88\|15.83\|15.83\|15.30\|86724;2026-09-03\|16.04\|2.69\|15.65\|16.06\|15.65\|82966;2026-09-04\|15.75\|-1.81\|16.16\|16.17\|15.68\|60735;2026-09-07\|15.27\|-3.05\|15.73\|15.73\|15.23\|84778;2026-09-08\|15.63\|2.36\|15.33\|15.77\|15.26\|76191;2026-09-09\|15.80\|1.09\|15.68\|15.92\|15.63\|73922;2026-09-10\|15.44\|-2.28\|15.73\|15.85\|15.41\|49585;2026-09-11\|15.19\|-1.62\|15.20\|15.35\|14.63\|72589;2026-09-14\|15.23\|0.26\|15.04\|15.24\|14.96\|30042;2026-09-15\|15.05\|-1.18\|15.32\|15.32\|15.01\|27141;2026-09-16\|15.14\|0.60\|15.08\|15.19\|14.84\|34412;2026-09-17\|14.96\|-1.19\|15.10\|15.16\|14.91\|28888;2026-09-18\|15.07\|0.74\|15.14\|15.22\|15.02\|30453;2026-09-21\|15.29\|1.46\|15.07\|15.40\|15.05\|49436;2026-09-22\|15.61\|2.09\|15.29\|15.75\|15.22\|65547;2026-09-23\|15.28\|-2.11\|15.62\|15.78\|15.28\|38952;2026-09-24\|15.05\|-1.51\|15.29\|15.40\|15.00\|31225;2026-09-28\|14.80\|-1.66\|15.05\|15.28\|14.76\|33524;2026-09-29\|14.84\|0.27\|14.81\|14.87\|14.63\|27670;2026-09-30\|14.88\|0.27\|14.90\|14.96\|14.79\|30975;2026-10-08\|14.91\|0.20\|14.89\|15.00\|14.71\|24901;2026-10-09\|15.34\|2.88\|14.99\|15.56\|14.91\|66185;2026-10-12\|15.42\|0.52\|15.38\|15.85\|15.31\|49984;2026-10-13\|14.95\|-3.05\|15.27\|15.42\|14.90\|53965;2026-10-14\|14.54\|-2.74\|14.96\|14.99\|14.40\|45471;2026-10-15\|14.13\|-2.82\|14.33\|14.41\|14.03\|46915;2026-10-16\|14.29\|1.13\|14.29\|14.47\|14.13\|28385;2026-10-19\|14.50\|1.47\|14.29\|14.59\|14.24\|39241;2026-10-20\|14.33\|-1.17\|14.41\|14.55\|14.14\|32223;2026-10-21\|13.68\|-4.54\|14.34\|14.44\|13.66\|74602;2026-10-22\|13.22\|-3.36\|13.68\|13.71\|13.19\|65825;2026-10-23\|13.82\|4.54\|13.10\|13.84\|12.79\|88055;2026-10-26\|13.46\|-2.60\|13.80\|13.84\|13.22\|62778;2026-10-27\|12.73\|-5.42\|13.43\|13.62\|12.68\|138054;2026-10-28\|12.97\|1.89\|12.72\|13.26\|12.72\|116644;2026-10-29\|12.77\|-1.54\|12.90\|12.98\|12.62\|66120;2026-10-30\|12.60\|-1.33\|12.67\|12.85\|12.48\|69984;2026-11-02\|12.80\|1.59\|12.60\|12.96\|12.55\|73174;2026-11-03\|13.06\|2.03\|12.80\|13.20\|12.73\|53493;2026-11-04\|13.06\|0.00\|13.12\|13.37\|12.92\|97231;2026-11-05\|13.35\|2.22\|13.11\|13.65\|13.08\|110046;2026-11-06\|13.22\|-0.97\|13.00\|13.39\|12.99\|49222
126797	南亚向客户发出涨价函	800G光模块PCB+AMB陶瓷衬板+AI算力行业原因：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4月28日年报，公司400G、800G光模块PCB已实现批量供货头部厂商，并积极推动1.6T光模块PCB量产，受益于AI算力基础设施建设，光模块业务已成为公司核心增长点。 2、据2026年5月15日互动易，AMB陶瓷衬板已批量配套新能源汽车、激光雷达及MicroTEC头部厂商，形成高附加值第二赛道。 3、据2026年4月28日年报，公司是行业内少数同时掌握PCB全工艺和陶瓷衬板工艺的企业，形成了独特的“PCB+陶瓷衬板”一体化技术优势，主要业务覆盖AI服务器、光模块、汽车电子等高增长赛道。	公司为国内PCB细分HDI板龙头，现已为多家客户批量提供400G、800G光模块产品	2026-06-29\|26.65\|5.50\|25.28\|27.10\|24.02\|919632;2026-06-30\|26.71\|0.23\|26.44\|26.79\|25.21\|606632;2026-07-01\|25.58\|-4.23\|26.41\|26.84\|25.10\|545405;2026-07-02\|23.66\|-7.51\|24.50\|25.28\|23.32\|520691;2026-07-03\|22.78\|-3.72\|23.30\|24.10\|22.78\|380644;2026-07-06\|21.13\|-7.24\|23.11\|23.22\|21.00\|428465;2026-07-07\|20.13\|-4.73\|21.13\|21.62\|19.82\|348510;2026-07-08\|19.13\|-4.97\|20.26\|20.33\|18.88\|322330;2026-07-09\|19.83\|3.66\|19.47\|20.59\|18.60\|456437;2026-07-10\|19.38\|-2.27\|20.00\|21.28\|19.35\|489153;2026-07-13\|17.44\|-10.01\|18.23\|19.30\|17.44\|405117;2026-07-14\|17.72\|1.61\|16.76\|17.78\|16.38\|488731;2026-07-15\|16.62\|-6.21\|18.07\|18.38\|16.58\|331640;2026-07-16\|15.76\|-5.17\|16.76\|16.76\|15.66\|317917;2026-07-17\|14.18\|-10.03\|15.77\|15.81\|14.18\|348958;2026-07-20\|12.76\|-10.01\|14.75\|14.77\|12.76\|404506;2026-07-21\|14.04\|10.03\|12.83\|14.04\|11.48\|741332;2026-07-22\|13.71\|-2.35\|14.00\|14.49\|13.53\|548687;2026-07-23\|13.81\|0.73\|13.93\|14.46\|13.60\|363436;2026-07-24\|13.74\|-0.51\|13.81\|14.33\|13.53\|367817;2026-07-27\|14.25\|3.71\|13.74\|14.26\|13.21\|332828;2026-07-28\|13.17\|-7.58\|13.77\|14.22\|13.05\|317218;2026-07-29\|12.90\|-2.05\|13.12\|13.26\|12.27\|370247;2026-07-30\|11.94\|-7.44\|12.95\|12.95\|11.74\|472786;2026-07-31\|12.35\|3.43\|12.65\|13.13\|12.35\|463802;2026-08-03\|12.22\|-1.05\|12.33\|12.58\|12.14\|318555;2026-08-04\|13.44\|9.98\|12.36\|13.44\|12.31\|443756;2026-08-05\|13.90\|3.42\|13.39\|14.25\|13.22\|550426;2026-08-06\|14.48\|4.17\|13.70\|14.75\|13.65\|514850;2026-08-07\|15.93\|10.01\|14.49\|15.93\|14.49\|434370;2026-08-10\|15.36\|-3.58\|16.48\|16.57\|15.01\|804845;2026-08-11\|15.20\|-1.04\|15.29\|15.58\|14.93\|471709;2026-08-12\|15.62\|2.76\|15.26\|15.72\|15.14\|407368;2026-08-13\|15.31\|-1.98\|15.87\|16.11\|15.31\|420676;2026-08-14\|15.80\|3.20\|15.53\|15.82\|15.35\|339895;2026-08-17\|17.38\|10.00\|16.29\|17.38\|16.01\|595776;2026-08-18\|19.12\|10.01\|18.59\|19.12\|18.14\|982897;2026-08-19\|17.91\|-6.33\|18.57\|19.50\|17.25\|1455073;2026-08-20\|17.54\|-2.07\|17.91\|18.30\|17.21\|810387;2026-08-21\|17.60\|0.34\|17.50\|17.99\|16.80\|592056;2026-08-24\|17.21\|-2.22\|17.20\|17.50\|16.56\|539026;2026-08-25\|17.21\|0.00\|16.57\|17.44\|16.56\|438317;2026-08-26\|16.95\|-1.51\|17.35\|17.35\|16.15\|452692;2026-08-27\|18.42\|8.67\|17.12\|18.49\|16.87\|615160;2026-08-28\|18.13\|-1.57\|18.42\|19.26\|18.05\|575695;2026-08-31\|18.34\|1.16\|17.57\|18.55\|17.50\|398250;2026-09-01\|17.57\|-4.20\|18.26\|18.28\|17.30\|330742;2026-09-02\|16.97\|-3.41\|17.27\|17.47\|16.95\|301717;2026-09-03\|16.84\|-0.77\|17.13\|17.23\|16.45\|311264;2026-09-04\|15.98\|-5.11\|16.84\|17.45\|15.83\|398159;2026-09-07\|17.58\|10.01\|16.20\|17.58\|16.14\|511461;2026-09-08\|17.55\|-0.17\|18.00\|18.13\|17.42\|545455;2026-09-09\|18.16\|3.48\|17.59\|18.52\|17.55\|605207;2026-09-10\|18.98\|4.52\|17.86\|19.12\|17.84\|926359;2026-09-11\|20.88\|10.01\|18.61\|20.88\|18.40\|1169126;2026-09-14\|22.29\|6.75\|20.66\|22.68\|20.02\|1510445;2026-09-15\|22.16\|-0.58\|22.28\|23.28\|22.14\|1194107;2026-09-16\|22.39\|1.04\|22.24\|22.48\|21.60\|803704;2026-09-17\|21.46\|-4.15\|22.38\|22.70\|21.43\|635128;2026-09-18\|21.34\|-0.56\|21.80\|22.08\|20.92\|499476;2026-09-21\|21.61\|1.27\|21.35\|21.90\|21.25\|466463;2026-09-22\|22.62\|4.67\|22.02\|23.76\|21.40\|978572;2026-09-23\|22.23\|-1.72\|22.62\|22.77\|21.94\|655865;2026-09-24\|21.31\|-4.14\|22.10\|22.75\|21.21\|441258;2026-09-28\|19.51\|-8.45\|21.20\|21.25\|19.43\|457890;2026-09-29\|20.53\|5.23\|19.29\|20.82\|19.08\|496992;2026-09-30\|19.35\|-5.75\|20.52\|20.93\|19.35\|351244;2026-10-08\|18.95\|-2.07\|19.35\|20.57\|18.75\|339317;2026-10-09\|17.69\|-6.65\|18.94\|18.94\|17.06\|520209;2026-10-12\|17.42\|-1.53\|17.50\|18.33\|17.15\|411346;2026-10-13\|18.49\|6.14\|16.70\|18.95\|16.50\|556209;2026-10-14\|17.88\|-3.30\|18.49\|18.85\|17.88\|464373;2026-10-15\|17.88\|0.00\|17.19\|18.60\|17.02\|643874;2026-10-16\|16.38\|-8.39\|18.20\|18.40\|16.21\|672025;2026-10-19\|16.39\|0.06\|16.47\|16.65\|15.00\|580007;2026-10-20\|17.50\|6.77\|16.28\|18.03\|16.08\|636265;2026-10-21\|17.21\|-1.66\|17.05\|17.75\|16.98\|541219;2026-10-22\|16.43\|-4.53\|17.33\|17.35\|16.34\|342504;2026-10-23\|16.09\|-2.07\|15.88\|16.26\|14.80\|566678;2026-10-26\|14.88\|-7.52\|15.51\|15.94\|14.85\|533271;2026-10-27\|13.95\|-6.25\|15.10\|15.25\|13.90\|384321;2026-10-28\|14.04\|0.65\|14.23\|14.39\|13.71\|403035;2026-10-29\|12.91\|-8.05\|13.91\|14.06\|12.90\|349573;2026-10-30\|12.33\|-4.49\|12.37\|13.50\|11.91\|506622;2026-11-02\|12.70\|3.00\|12.58\|12.95\|11.98\|423448;2026-11-03\|12.02\|-5.35\|12.60\|12.99\|11.96\|413410;2026-11-04\|12.80\|6.49\|12.12\|12.89\|11.62\|530914;2026-11-05\|12.94\|1.09\|12.49\|13.37\|12.43\|419456;2026-11-06\|12.29\|-5.02\|12.20\|12.60\|11.90\|328181
126796		中际旭创入股+CPO散热+液冷服务器行业原因： 1、美股光通信巨头Lumentum及Coherent最新财报显示AI数据中心光互联需求爆发，Coherent季度营收创20.5亿美元历史新高，下季指引全面超预期。 2、中国银河证券8月13日研报指出，伴随下半年800G/1.6T批量出货，硅光方案出货占比提升，光通信板块盈利能力有望边际改善。公司原因： 1、据2026年8月13日公告，中际旭创拟以55.70元/股受让公司控股股东10.47%股份，交易总价17.47亿元，成为公司持股5%以上股东。 2、据2026年5月18日投资者关系活动记录表，公司VC模组散热方案已通过国内外头部光通信厂商认证并批量供货，客户覆盖度与交付规模持续提升。 3、据2026年5月18日投资者关系活动记录表，公司液冷散热模组面向AI服务器、高功率机柜等场景，已实现向服务器厂商批量供货。	1、中际旭创拟以55.70元/股受让公司控股股东10.47%股份，交易总价17.47亿元，成为公司持股5%以上股东； 2、公司宜兴子公司主营产品包括液冷模组等，建立相关技术储备和产品线，为国内外多家服务器企业提供液冷等全方位的管理综合解决方案； 3、公司VC产品在高速光模块中的市场化应用加速落地	2026-06-29\|56.05\|-2.37\|56.66\|60.45\|55.35\|180598;2026-06-30\|61.00\|8.83\|55.31\|61.28\|54.83\|224018;2026-07-01\|58.26\|-4.49\|60.99\|61.90\|57.70\|146715;2026-07-02\|58.00\|-0.45\|57.00\|61.56\|55.51\|194637;2026-07-03\|62.01\|6.91\|58.85\|65.66\|58.78\|272170;2026-07-06\|74.41\|20.00\|62.80\|74.41\|62.05\|465692;2026-07-07\|69.38\|-6.76\|72.19\|72.98\|67.77\|376463;2026-07-08\|65.61\|-5.43\|70.77\|71.00\|65.29\|197398;2026-07-09\|68.36\|4.19\|66.92\|68.55\|62.80\|228530;2026-07-10\|69.61\|1.83\|69.18\|74.63\|68.37\|261875;2026-07-13\|63.22\|-9.18\|68.83\|71.00\|62.67\|192322;2026-07-14\|67.14\|6.20\|63.68\|67.59\|58.52\|251876;2026-07-15\|67.79\|0.97\|66.92\|70.40\|65.50\|209902;2026-07-16\|66.82\|-1.43\|67.25\|72.50\|65.01\|259732;2026-07-17\|54.50\|-18.44\|65.93\|65.98\|54.40\|327599;2026-07-20\|48.13\|-11.69\|56.00\|56.65\|46.00\|277342;2026-07-21\|51.12\|6.21\|50.17\|51.29\|43.17\|220578;2026-07-22\|49.81\|-2.56\|51.00\|53.30\|49.46\|186669;2026-07-23\|48.25\|-3.13\|49.95\|52.30\|47.72\|139891;2026-07-24\|46.40\|-3.83\|47.39\|49.21\|46.23\|109474;2026-07-27\|51.50\|10.99\|47.32\|54.10\|46.40\|210230;2026-07-28\|47.25\|-8.25\|50.86\|51.36\|46.80\|161718;2026-07-29\|46.62\|-1.33\|47.25\|48.83\|44.20\|191711;2026-07-30\|42.13\|-9.63\|46.36\|46.80\|41.45\|170628;2026-07-31\|43.31\|2.80\|45.20\|46.46\|43.01\|164357;2026-08-03\|42.41\|-2.08\|43.09\|43.85\|41.26\|134174;2026-08-04\|44.98\|6.06\|43.00\|45.81\|42.46\|153259;2026-08-05\|47.20\|4.94\|44.31\|47.91\|44.31\|155612;2026-08-06\|48.15\|2.01\|46.66\|49.01\|45.68\|133070;2026-08-07\|51.70\|7.37\|47.88\|52.95\|47.20\|196006;2026-08-10\|51.75\|0.10\|51.91\|53.05\|50.50\|136672;2026-08-11\|51.04\|-1.37\|51.26\|52.19\|50.00\|100817;2026-08-12\|51.86\|1.61\|51.82\|52.70\|50.63\|102253;2026-08-13\|56.13\|8.23\|52.61\|59.29\|51.86\|249595;2026-08-14\|67.36\|20.01\|67.36\|67.36\|67.36\|42527;2026-08-17\|80.83\|20.00\|80.83\|80.83\|80.83\|36324;2026-08-18\|97.00\|20.00\|96.62\|97.00\|92.11\|502223;2026-08-19\|86.59\|-10.73\|90.19\|91.99\|84.01\|405755;2026-08-20\|90.67\|4.71\|88.55\|92.98\|86.00\|303653;2026-08-21\|84.10\|-7.25\|87.98\|88.10\|80.92\|245481;2026-08-24\|84.20\|0.12\|85.80\|87.58\|80.50\|224819;2026-08-25\|86.01\|2.15\|82.02\|88.47\|81.12\|249325;2026-08-26\|87.40\|1.62\|84.68\|87.40\|82.60\|192549;2026-08-27\|89.93\|2.89\|87.99\|92.20\|86.90\|298393;2026-08-28\|91.60\|1.86\|87.99\|94.58\|87.99\|251263;2026-08-31\|94.50\|3.17\|88.50\|94.52\|88.10\|206292;2026-09-01\|95.20\|0.74\|94.50\|97.18\|90.88\|244812;2026-09-02\|88.64\|-6.89\|95.00\|95.99\|88.01\|288375;2026-09-03\|89.56\|1.04\|91.78\|94.34\|85.67\|316556;2026-09-04\|88.90\|-0.74\|91.91\|94.41\|87.66\|272194;2026-09-07\|104.36\|17.39\|91.00\|106.68\|89.50\|458816;2026-09-08\|88.23\|-15.46\|96.00\|97.00\|86.00\|409163;2026-09-09\|83.66\|-5.18\|87.01\|88.98\|82.10\|273070;2026-09-10\|83.50\|-0.19\|83.00\|86.25\|82.06\|152743;2026-09-11\|85.80\|2.75\|83.00\|87.32\|82.00\|174671;2026-09-14\|84.61\|-1.39\|83.00\|85.98\|78.50\|171393;2026-09-15\|88.89\|5.06\|84.98\|89.26\|84.60\|165158;2026-09-16\|93.77\|5.49\|89.15\|95.39\|88.01\|194598;2026-09-17\|93.79\|0.02\|93.02\|97.00\|92.81\|151044;2026-09-18\|97.89\|4.37\|96.98\|99.10\|94.41\|153086;2026-09-21\|99.77\|1.92\|100.98\|102.25\|97.09\|138837;2026-09-22\|111.76\|12.02\|101.99\|116.66\|101.77\|324967;2026-09-23\|119.50\|6.93\|114.91\|126.99\|114.50\|337111;2026-09-24\|118.62\|-0.74\|119.41\|123.19\|118.00\|222311;2026-09-28\|109.20\|-7.94\|120.00\|120.00\|108.00\|244595;2026-09-29\|107.38\|-1.67\|109.32\|112.60\|105.33\|191441;2026-09-30\|108.10\|0.67\|108.09\|116.12\|107.61\|212525;2026-10-08\|90.10\|-16.65\|106.89\|107.78\|88.31\|349379;2026-10-09\|92.98\|3.20\|90.18\|94.53\|87.26\|315253;2026-10-12\|88.87\|-4.42\|91.00\|92.55\|87.89\|165238;2026-10-13\|89.20\|0.37\|84.69\|91.99\|84.69\|198668;2026-10-14\|86.61\|-2.90\|89.11\|91.01\|86.01\|149701;2026-10-15\|81.20\|-6.25\|82.97\|85.37\|80.56\|166210;2026-10-16\|81.12\|-0.10\|83.40\|84.98\|80.19\|140712;2026-10-19\|78.78\|-2.88\|79.55\|80.78\|74.02\|142714;2026-10-20\|78.70\|-0.10\|77.50\|81.55\|76.41\|117956;2026-10-21\|79.00\|0.38\|82.03\|82.77\|78.70\|147308;2026-10-22\|74.18\|-6.10\|78.00\|78.50\|73.92\|156336;2026-10-23\|74.30\|0.16\|73.05\|75.59\|67.52\|174257;2026-10-26\|71.21\|-4.16\|72.29\|72.99\|67.50\|170321;2026-10-27\|66.07\|-7.22\|72.68\|72.80\|65.95\|149710;2026-10-28\|75.60\|14.42\|67.15\|75.60\|66.50\|214668;2026-10-29\|71.60\|-5.29\|74.12\|75.40\|70.20\|190819;2026-10-30\|68.36\|-4.53\|67.23\|73.63\|65.90\|192581;2026-11-02\|71.60\|4.74\|69.50\|73.17\|67.75\|199126;2026-11-03\|63.32\|-11.56\|70.33\|70.65\|63.11\|190270;2026-11-04\|71.75\|13.31\|64.20\|73.21\|61.61\|248312;2026-11-05\|69.81\|-2.70\|67.01\|72.99\|66.38\|200894;2026-11-06\|65.02\|-6.86\|62.80\|66.42\|61.67\|176670
126795	摩根大通：下一轮全球粮食危机可能正在酝酿之中	种业+粮食概念+国企改革行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2026年4月10日年报，公司种业布局与国家安全战略重点高度契合，在棉种领域具备技术壁垒和区域市场主导权，子公司塔河种业棉种销售额在全国稳居前列。 2、据2025年8月30日半年报，公司依托“公司+基地”模式控制优质棉种供应链，同步开展水稻、小麦等大田作物种子经营。 3、据2026年4月10日年报，公司实际控制人为新疆生产建设兵团第一师国有资产监督管理委员会，控股股东已变更为新疆塔里木农垦集团有限公司。	新疆生产建设兵团农一师旗下；主营产品涉及棉花（包括长绒棉、陆地棉、彩色棉、抗虫棉），皮棉销量1.35万吨、棉种销量5306吨	2026-06-29\|5.54\|0.73\|5.45\|5.56\|5.31\|59114;2026-06-30\|5.40\|-2.53\|5.49\|5.54\|5.35\|46103;2026-07-01\|5.59\|3.52\|5.41\|5.68\|5.41\|69615;2026-07-02\|5.57\|-0.36\|5.59\|5.76\|5.55\|56438;2026-07-03\|5.65\|1.44\|5.60\|5.68\|5.55\|43106;2026-07-06\|5.74\|1.59\|5.66\|5.77\|5.65\|42571;2026-07-07\|5.63\|-1.92\|5.77\|5.78\|5.53\|41609;2026-07-08\|5.62\|-0.18\|5.60\|5.65\|5.51\|32176;2026-07-09\|5.56\|-1.07\|5.60\|5.66\|5.49\|41596;2026-07-10\|5.70\|2.52\|5.57\|5.78\|5.47\|60821;2026-07-13\|5.66\|-0.70\|5.70\|5.78\|5.62\|48818;2026-07-14\|5.88\|3.89\|5.73\|5.90\|5.62\|83341;2026-07-15\|5.91\|0.51\|5.89\|6.04\|5.80\|81050;2026-07-16\|5.98\|1.18\|5.89\|6.04\|5.85\|66864;2026-07-17\|5.81\|-2.84\|5.93\|6.05\|5.78\|68496;2026-07-20\|5.66\|-2.58\|5.76\|5.91\|5.57\|93883;2026-07-21\|5.58\|-1.41\|5.63\|5.65\|5.39\|87626;2026-07-22\|5.50\|-1.43\|5.58\|5.60\|5.46\|55117;2026-07-23\|5.69\|3.45\|5.45\|5.72\|5.43\|67890;2026-07-24\|5.51\|-3.16\|5.63\|5.73\|5.48\|53311;2026-07-27\|5.63\|2.18\|5.48\|5.73\|5.46\|63138;2026-07-28\|5.74\|1.95\|5.65\|5.80\|5.61\|59972;2026-07-29\|5.81\|1.22\|5.73\|5.89\|5.73\|57086;2026-07-30\|5.80\|-0.17\|5.81\|5.95\|5.77\|65009;2026-07-31\|5.90\|1.72\|5.81\|5.90\|5.74\|48717;2026-08-03\|6.11\|3.56\|5.91\|6.18\|5.89\|81928;2026-08-04\|6.05\|-0.98\|6.15\|6.20\|6.01\|64795;2026-08-05\|6.01\|-0.66\|6.09\|6.09\|5.96\|64145;2026-08-06\|6.14\|2.16\|6.03\|6.21\|5.95\|102616;2026-08-07\|6.07\|-1.14\|6.10\|6.13\|5.95\|74703;2026-08-10\|6.21\|2.31\|6.08\|6.23\|6.00\|76114;2026-08-11\|6.13\|-1.29\|6.24\|6.24\|6.10\|53530;2026-08-12\|6.17\|0.65\|6.12\|6.19\|6.09\|42074;2026-08-13\|6.13\|-0.65\|6.17\|6.18\|6.08\|47811;2026-08-14\|6.08\|-0.82\|6.12\|6.12\|6.01\|34430;2026-08-17\|6.30\|3.62\|6.12\|6.34\|6.10\|92304;2026-08-18\|6.93\|10.00\|6.31\|6.93\|6.21\|367498;2026-08-19\|6.58\|-5.05\|6.84\|6.93\|6.50\|364273;2026-08-20\|6.63\|0.76\|6.58\|6.75\|6.40\|254823;2026-08-21\|6.56\|-1.06\|6.63\|6.72\|6.39\|153994;2026-08-24\|6.55\|-0.15\|6.55\|6.63\|6.43\|147330;2026-08-25\|6.81\|3.97\|6.49\|6.90\|6.49\|228412;2026-08-26\|6.79\|-0.29\|6.69\|6.93\|6.69\|172327;2026-08-27\|7.47\|10.01\|7.28\|7.47\|7.26\|246076;2026-08-28\|7.51\|0.54\|7.62\|7.99\|7.28\|658591;2026-08-31\|7.34\|-2.26\|7.64\|7.82\|7.26\|516120;2026-09-01\|7.79\|6.13\|7.14\|8.00\|7.14\|606693;2026-09-02\|7.18\|-7.83\|7.57\|7.64\|7.07\|460764;2026-09-03\|7.16\|-0.28\|7.04\|7.37\|7.04\|301200;2026-09-04\|7.46\|4.19\|7.14\|7.59\|6.95\|312620;2026-09-07\|7.88\|5.63\|7.51\|8.18\|7.50\|429422;2026-09-08\|7.96\|1.02\|7.93\|8.24\|7.72\|545376;2026-09-09\|8.76\|10.05\|7.88\|8.76\|7.88\|390459;2026-09-10\|9.64\|10.05\|9.64\|9.64\|9.47\|400015;2026-09-11\|9.72\|0.83\|10.38\|10.60\|9.26\|1362603;2026-09-14\|8.75\|-9.98\|8.75\|8.92\|8.75\|240366;2026-09-15\|7.88\|-9.94\|7.88\|7.99\|7.88\|286009;2026-09-16\|7.58\|-3.81\|7.09\|7.97\|7.09\|1136911;2026-09-17\|7.80\|2.90\|7.46\|7.92\|7.40\|963455;2026-09-18\|7.89\|1.15\|7.47\|7.97\|7.47\|712025;2026-09-21\|8.08\|2.41\|7.89\|8.13\|7.70\|487607;2026-09-22\|8.04\|-0.49\|7.99\|8.18\|7.74\|399694;2026-09-23\|7.84\|-2.49\|7.96\|7.98\|7.71\|235508;2026-09-24\|7.62\|-2.81\|7.81\|7.86\|7.55\|188211;2026-09-28\|7.42\|-2.62\|7.93\|8.32\|7.33\|633401;2026-09-29\|7.25\|-2.29\|7.22\|7.38\|7.13\|424769;2026-09-30\|7.40\|2.07\|7.26\|7.48\|7.24\|267699;2026-10-08\|7.31\|-1.22\|7.42\|7.62\|7.25\|229575;2026-10-09\|7.66\|4.79\|7.30\|7.70\|7.18\|329267;2026-10-12\|7.16\|-6.53\|7.74\|7.93\|7.13\|315167;2026-10-13\|7.33\|2.37\|6.95\|7.34\|6.94\|273374;2026-10-14\|7.06\|-3.68\|7.21\|7.47\|7.05\|185971;2026-10-15\|6.71\|-4.96\|6.92\|6.93\|6.65\|162668;2026-10-16\|6.68\|-0.45\|6.77\|6.87\|6.62\|164086;2026-10-19\|6.38\|-4.49\|6.62\|6.63\|6.17\|218055;2026-10-20\|6.44\|0.94\|6.41\|6.48\|6.31\|146360;2026-10-21\|6.44\|0.00\|6.44\|6.62\|6.38\|124938;2026-10-22\|6.21\|-3.57\|6.45\|6.64\|6.21\|154602;2026-10-23\|6.11\|-1.61\|6.21\|6.21\|5.79\|176146;2026-10-26\|6.07\|-0.65\|6.09\|6.14\|5.92\|124905;2026-10-27\|5.97\|-1.65\|6.07\|6.17\|5.96\|115457;2026-10-28\|5.95\|-0.34\|6.04\|6.04\|5.86\|126453;2026-10-29\|5.88\|-1.18\|5.95\|6.03\|5.87\|103745;2026-10-30\|5.75\|-2.21\|5.81\|5.96\|5.71\|103325;2026-11-02\|5.79\|0.70\|5.75\|5.81\|5.50\|134148;2026-11-03\|5.82\|0.52\|5.76\|5.99\|5.72\|109711;2026-11-04\|5.91\|1.55\|5.78\|5.93\|5.70\|160758;2026-11-05\|6.01\|1.69\|5.90\|6.04\|5.85\|156757;2026-11-06\|6.08\|1.16\|5.91\|6.25\|5.88\|376701
126794		国产操作系统+华为欧拉+智算一体机行业原因： 8月18日午后，信创、国产操作系统概念异动拉升，诚迈科技、中国软件触及涨停，麒麟信安、润和软件、榕基软件、浪潮软件等纷纷冲高。公司原因： 1、据2025年年度报告，公司主要从事操作系统产品研发及技术服务，并以操作系统为根技术创新发展信息安全和云计算等产品及服务业务。 2、据2025年9月19日投资者关系活动记录表，公司积极构建算力生态，积极参与openEuler等开源自主根社区建设，牵头共建湖南欧拉生态创新中心，推动“欧拉+鲲鹏+麒麟信安”的“一测三证”。 3、据2025年年度报告，公司积极布局人工智能领域，推出全国产化智算一体机，构建全栈式AI算力支撑体系，已在特种、教育等行业落地应用。	公司以操作系统为根技术，形成了 “操作系统-云计算-信息安全” 产品体系	2026-06-29\|27.03\|0.60\|26.88\|27.06\|26.08\|15905;2026-06-30\|27.48\|1.66\|27.08\|27.84\|26.77\|12856;2026-07-01\|28.15\|2.44\|27.46\|28.54\|27.36\|15406;2026-07-02\|27.53\|-2.20\|28.79\|28.79\|27.49\|13978;2026-07-03\|27.72\|0.69\|27.49\|28.06\|27.40\|10939;2026-07-06\|27.06\|-2.38\|27.72\|27.93\|26.75\|13017;2026-07-07\|25.98\|-3.99\|27.22\|27.24\|25.82\|11549;2026-07-08\|26.80\|3.16\|25.90\|27.20\|25.70\|14810;2026-07-09\|27.15\|1.31\|26.64\|27.17\|26.02\|14378;2026-07-10\|27.37\|0.81\|26.76\|28.33\|26.69\|15597;2026-07-13\|26.32\|-3.84\|27.66\|27.70\|25.89\|15575;2026-07-14\|26.29\|-0.11\|26.21\|26.50\|25.11\|14884;2026-07-15\|26.78\|1.86\|26.34\|27.38\|26.04\|12506;2026-07-16\|26.90\|0.45\|26.85\|27.55\|26.37\|11368;2026-07-17\|25.31\|-5.91\|26.92\|27.23\|25.16\|15870;2026-07-20\|24.98\|-1.30\|25.17\|26.36\|24.30\|18583;2026-07-21\|25.52\|2.16\|25.00\|25.65\|23.76\|19513;2026-07-22\|25.58\|0.24\|25.99\|26.30\|25.00\|15192;2026-07-23\|25.32\|-1.02\|25.30\|25.51\|24.72\|13540;2026-07-24\|24.45\|-3.44\|24.81\|25.04\|24.44\|10315;2026-07-27\|25.35\|3.68\|24.48\|25.37\|24.17\|9776;2026-07-28\|25.76\|1.62\|24.95\|26.09\|24.87\|11670;2026-07-29\|26.11\|1.36\|25.75\|26.41\|25.46\|12654;2026-07-30\|25.67\|-1.69\|26.09\|26.75\|25.65\|12138;2026-07-31\|27.13\|5.69\|26.23\|27.74\|26.22\|21839;2026-08-03\|27.44\|1.14\|27.14\|27.87\|27.01\|13527;2026-08-04\|28.05\|2.22\|27.80\|28.23\|27.68\|15195;2026-08-05\|28.60\|1.96\|27.97\|29.15\|27.82\|15922;2026-08-06\|29.03\|1.50\|28.58\|29.80\|28.22\|25939;2026-08-07\|28.45\|-2.00\|29.33\|29.33\|27.46\|27760;2026-08-10\|28.62\|0.60\|28.87\|28.87\|27.98\|12670;2026-08-11\|28.55\|-0.24\|28.75\|28.78\|28.11\|10626;2026-08-12\|28.83\|0.98\|28.54\|28.99\|28.35\|10722;2026-08-13\|28.25\|-2.01\|28.98\|29.31\|28.00\|10872;2026-08-14\|28.24\|-0.04\|28.30\|28.65\|27.67\|9012;2026-08-17\|29.15\|3.22\|28.30\|29.27\|27.73\|14427;2026-08-18\|34.98\|20.00\|29.02\|34.98\|28.21\|69212;2026-08-19\|37.93\|8.43\|34.17\|39.95\|33.20\|132265;2026-08-20\|35.54\|-6.30\|36.00\|37.29\|34.50\|91714;2026-08-21\|33.10\|-6.87\|35.01\|35.20\|32.00\|66607;2026-08-24\|31.82\|-3.87\|32.94\|33.26\|31.43\|51300;2026-08-25\|31.50\|-1.01\|31.28\|31.72\|30.60\|38625;2026-08-26\|30.98\|-1.65\|31.19\|31.85\|30.66\|36308;2026-08-27\|31.70\|2.32\|31.00\|32.18\|31.00\|40630;2026-08-28\|38.04\|20.00\|33.87\|38.04\|33.52\|73329;2026-08-31\|37.55\|-1.29\|36.00\|40.88\|35.11\|112153;2026-09-01\|39.11\|4.15\|37.43\|40.26\|36.30\|100814;2026-09-02\|36.92\|-5.60\|38.00\|38.96\|36.70\|63479;2026-09-03\|36.15\|-2.09\|37.49\|37.53\|35.90\|46217;2026-09-04\|36.36\|0.58\|37.15\|38.44\|36.00\|56417;2026-09-07\|36.49\|0.36\|37.09\|37.09\|35.81\|40326;2026-09-08\|37.05\|1.53\|36.83\|38.80\|36.41\|56863;2026-09-09\|34.99\|-5.56\|36.65\|36.88\|34.74\|56658;2026-09-10\|35.00\|0.03\|35.29\|36.23\|34.30\|39054;2026-09-11\|35.44\|1.26\|36.00\|38.18\|34.65\|58691;2026-09-14\|37.44\|5.64\|38.16\|40.00\|36.66\|67208;2026-09-15\|35.13\|-6.17\|38.00\|38.49\|35.13\|63884;2026-09-16\|34.60\|-1.51\|33.88\|34.95\|33.36\|50888;2026-09-17\|34.93\|0.95\|34.20\|35.93\|34.04\|36344;2026-09-18\|36.12\|3.41\|35.11\|37.28\|35.03\|44522;2026-09-21\|37.10\|2.71\|35.98\|37.20\|35.65\|39435;2026-09-22\|37.32\|0.59\|36.88\|37.97\|36.60\|40875;2026-09-23\|36.55\|-2.06\|37.02\|37.15\|36.37\|23346;2026-09-24\|35.23\|-3.61\|36.55\|36.80\|35.12\|23043;2026-09-28\|39.45\|11.98\|36.74\|41.19\|35.21\|93927;2026-09-29\|41.44\|5.04\|39.11\|42.50\|38.49\|111581;2026-09-30\|40.69\|-1.81\|40.02\|41.37\|38.81\|86207;2026-10-08\|38.21\|-6.09\|39.93\|40.03\|37.80\|52676;2026-10-09\|45.85\|19.99\|38.00\|45.85\|37.45\|114547;2026-10-12\|44.71\|-2.49\|44.98\|47.88\|43.60\|119254;2026-10-13\|46.45\|3.89\|43.87\|47.48\|43.20\|106054;2026-10-14\|44.38\|-4.46\|45.02\|46.60\|44.12\|71565;2026-10-15\|42.02\|-5.32\|41.90\|44.80\|41.90\|64565;2026-10-16\|40.20\|-4.33\|42.38\|43.38\|39.71\|65934;2026-10-19\|40.85\|1.62\|39.73\|41.80\|39.38\|65058;2026-10-20\|42.21\|3.33\|40.04\|43.14\|38.72\|67096;2026-10-21\|40.42\|-4.24\|41.90\|42.21\|40.41\|51709;2026-10-22\|38.70\|-4.26\|42.20\|43.08\|38.68\|64696;2026-10-23\|38.81\|0.28\|36.49\|41.00\|34.34\|87398;2026-10-26\|38.13\|-1.75\|38.08\|40.02\|37.37\|54615;2026-10-27\|35.49\|-6.92\|38.09\|39.10\|35.35\|51702;2026-10-28\|36.28\|2.23\|35.50\|37.08\|34.12\|47346;2026-10-29\|33.19\|-8.52\|35.53\|35.98\|33.05\|46247;2026-10-30\|29.55\|-10.97\|32.00\|32.33\|29.45\|59253;2026-11-02\|31.11\|5.28\|29.85\|31.88\|28.80\|45865;2026-11-03\|29.70\|-4.53\|30.70\|31.10\|29.38\|31143;2026-11-04\|30.70\|3.37\|29.63\|30.95\|28.63\|38589;2026-11-05\|32.08\|4.50\|30.10\|32.27\|30.04\|50773;2026-11-06\|30.81\|-3.96\|30.55\|32.19\|30.35\|33824
126793	摩根大通：下一轮全球粮食危机可能正在酝酿之中	中报预增+转基因+玉米种业+甘肃国资 1、据2026年7月14日公告，公司预计2026年半年度实现归母净利润1.4亿元左右，同比增长157.1%左右，主要系自有核心优势品种销量稳步攀升，并持续落实降本增效措施。 2、据2025年年报，公司依托“一院六站”商业化育种体系，建成含9.85万份玉米种质资源的种质库及生物育种实验室，是全国首批育繁推一体化种子企业，入选国家农作物种业玉米“补短板”阵型企业。 3、据2025年年报，转基因商业化种植试点已扩展至13个省份，2025年种植面积达3100万亩，预计2026年突破8000万亩，转基因玉米品种终端售价较常规品种普遍溢价30%-50%。 4、据2025年年报，公司控股股东为酒泉钢铁集团有限责任公司，最终控制人为甘肃省人民政府国有资产监督管理委员会。	国家育繁推一体化企业；上半年净利润同比预增157.1%左右，因“公司持续优化产品营销策略，依托精准市场定位与多渠道推广举措，自有核心优势品种销量稳步攀升”	2026-06-29\|4.83\|0.42\|4.78\|4.86\|4.65\|117567;2026-06-30\|4.76\|-1.45\|4.81\|4.85\|4.71\|97591;2026-07-01\|4.92\|3.36\|4.80\|5.00\|4.74\|163635;2026-07-02\|4.95\|0.61\|4.95\|5.08\|4.88\|114798;2026-07-03\|5.00\|1.01\|4.99\|5.02\|4.92\|92116;2026-07-06\|5.01\|0.20\|4.98\|5.08\|4.97\|84763;2026-07-07\|4.89\|-2.40\|5.02\|5.02\|4.87\|88211;2026-07-08\|4.87\|-0.41\|4.90\|4.93\|4.80\|66323;2026-07-09\|4.84\|-0.62\|4.86\|4.89\|4.75\|87694;2026-07-10\|4.95\|2.27\|4.82\|5.00\|4.78\|109049;2026-07-13\|4.92\|-0.61\|4.90\|4.99\|4.88\|84629;2026-07-14\|5.41\|9.96\|5.41\|5.41\|5.23\|319776;2026-07-15\|5.59\|3.33\|5.51\|5.70\|5.41\|681453;2026-07-16\|5.68\|1.61\|5.58\|5.80\|5.55\|457604;2026-07-17\|5.60\|-1.41\|5.64\|5.80\|5.54\|386830;2026-07-20\|5.48\|-2.14\|5.56\|5.69\|5.39\|353387;2026-07-21\|5.37\|-2.01\|5.44\|5.52\|5.27\|308934;2026-07-22\|5.49\|2.23\|5.34\|5.50\|5.33\|244687;2026-07-23\|6.04\|10.02\|5.37\|6.04\|5.34\|618366;2026-07-24\|5.79\|-4.14\|6.01\|6.04\|5.74\|460124;2026-07-27\|5.82\|0.52\|5.78\|5.83\|5.66\|342096;2026-07-28\|5.84\|0.34\|5.77\|5.97\|5.75\|338521;2026-07-29\|5.81\|-0.51\|5.77\|5.92\|5.76\|363258;2026-07-30\|5.85\|0.69\|5.78\|6.04\|5.77\|332167;2026-07-31\|5.90\|0.85\|5.75\|5.90\|5.70\|283268;2026-08-03\|6.11\|3.56\|5.91\|6.16\|5.86\|384413;2026-08-04\|5.97\|-2.29\|6.08\|6.09\|5.91\|300298;2026-08-05\|5.94\|-0.50\|5.97\|6.01\|5.88\|242330;2026-08-06\|6.42\|8.08\|5.92\|6.53\|5.88\|976688;2026-08-07\|6.17\|-3.89\|6.32\|6.35\|6.04\|741892;2026-08-10\|6.25\|1.30\|6.10\|6.28\|6.06\|487653;2026-08-11\|6.04\|-3.36\|6.20\|6.23\|6.02\|376043;2026-08-12\|6.14\|1.66\|6.00\|6.14\|5.99\|248692;2026-08-13\|6.08\|-0.98\|6.09\|6.16\|6.02\|235161;2026-08-14\|6.02\|-0.99\|6.05\|6.09\|5.94\|192475;2026-08-17\|6.35\|5.48\|6.15\|6.46\|6.15\|791532;2026-08-18\|6.99\|10.08\|6.40\|6.99\|6.32\|1233558;2026-08-19\|6.85\|-2.00\|7.02\|7.68\|6.78\|1560264;2026-08-20\|6.84\|-0.15\|6.75\|6.98\|6.31\|1197041;2026-08-21\|6.43\|-5.99\|6.76\|6.76\|6.23\|859727;2026-08-24\|6.63\|3.11\|6.50\|6.74\|6.39\|898834;2026-08-25\|7.09\|6.94\|6.60\|7.29\|6.60\|1169183;2026-08-26\|7.03\|-0.85\|6.95\|7.19\|6.90\|961052;2026-08-27\|7.46\|6.12\|7.18\|7.55\|7.10\|961154;2026-08-28\|8.21\|10.05\|7.62\|8.21\|7.46\|1087427;2026-08-31\|8.29\|0.97\|9.03\|9.03\|8.22\|1930711;2026-09-01\|9.12\|10.01\|8.29\|9.12\|8.29\|1278393;2026-09-02\|8.21\|-9.98\|9.03\|9.03\|8.21\|1352837;2026-09-03\|7.87\|-4.14\|7.83\|8.15\|7.65\|1414935;2026-09-04\|8.66\|10.04\|7.67\|8.66\|7.50\|1474366;2026-09-07\|9.53\|10.05\|9.03\|9.53\|9.00\|607362;2026-09-08\|10.48\|9.97\|10.40\|10.48\|10.11\|491763;2026-09-09\|10.98\|4.77\|10.48\|11.51\|10.48\|2401741;2026-09-10\|11.45\|4.28\|10.81\|12.08\|10.20\|2195536;2026-09-11\|10.97\|-4.19\|11.65\|12.32\|10.50\|1990915;2026-09-14\|9.87\|-10.03\|9.87\|10.43\|9.87\|992194;2026-09-15\|8.88\|-10.03\|9.18\|9.42\|8.88\|936152;2026-09-16\|8.86\|-0.23\|8.42\|9.11\|8.31\|1472604;2026-09-17\|9.75\|10.05\|8.98\|9.75\|8.65\|1380572;2026-09-18\|10.23\|4.92\|9.37\|10.54\|9.37\|1575427;2026-09-21\|10.46\|2.25\|10.23\|10.69\|9.80\|1289027;2026-09-22\|10.12\|-3.25\|10.39\|10.49\|9.85\|1086271;2026-09-23\|10.08\|-0.40\|10.12\|10.48\|9.65\|1183010;2026-09-24\|9.53\|-5.46\|10.09\|10.26\|9.47\|890603;2026-09-28\|8.96\|-5.98\|9.52\|9.80\|8.90\|687745;2026-09-29\|8.96\|0.00\|8.98\|9.15\|8.80\|547186;2026-09-30\|9.24\|3.12\|9.05\|9.60\|9.01\|868158;2026-10-08\|9.08\|-1.73\|9.16\|9.52\|9.01\|727149;2026-10-09\|9.99\|10.02\|9.26\|9.99\|8.90\|1249456;2026-10-12\|9.31\|-6.81\|10.00\|10.68\|9.10\|1696420;2026-10-13\|9.30\|-0.11\|8.52\|9.41\|8.46\|1175814;2026-10-14\|8.91\|-4.19\|9.42\|9.46\|8.82\|793071;2026-10-15\|8.36\|-6.17\|8.77\|8.80\|8.28\|736903;2026-10-16\|8.38\|0.24\|8.50\|8.68\|8.31\|629962;2026-10-19\|7.94\|-5.25\|8.31\|8.35\|7.67\|644920;2026-10-20\|8.01\|0.88\|7.96\|8.13\|7.79\|492743;2026-10-21\|8.13\|1.50\|8.02\|8.40\|7.99\|574255;2026-10-22\|7.53\|-7.38\|8.29\|8.29\|7.53\|506742;2026-10-23\|7.49\|-0.53\|7.40\|7.51\|7.07\|501518;2026-10-26\|7.26\|-3.07\|7.40\|7.43\|7.14\|329378;2026-10-27\|7.03\|-3.17\|7.31\|7.38\|7.03\|341316;2026-10-28\|6.86\|-2.42\|7.12\|7.12\|6.68\|487730;2026-10-29\|6.69\|-2.48\|6.83\|6.92\|6.68\|353166;2026-10-30\|6.55\|-2.09\|6.59\|6.81\|6.42\|410029;2026-11-02\|6.68\|1.98\|6.55\|6.70\|6.31\|399457;2026-11-03\|6.75\|1.05\|6.58\|6.97\|6.56\|454113;2026-11-04\|7.02\|4.00\|6.75\|7.20\|6.55\|1168706;2026-11-05\|7.14\|1.71\|6.90\|7.27\|6.85\|952851;2026-11-06\|7.44\|4.20\|7.00\|7.72\|6.99\|1508534
126792		PVC弹性地板+北美产能+Home Depot供应链 1、据2026年4月28日年报，公司主营PVC弹性地板，是国内少数被纳入Home Depot等全球知名建材终端销售渠道供应链体系的企业，并与VERTEX保持稳定合作关系。 2、据2026年4月28日年报，公司已建成国内及美国、墨西哥海外工厂协同的全球化产能体系，形成“北美产、北美销”的区域化供应链闭环；据2026年2月2日机构调研，墨西哥工厂产销顺畅，瓶颈工序扩建已完成，成品产能提升30%以上。 3、据2026年4月28日年报，公司2026年计划抓住城市更新和存量住房焕新机会，开发适合国内市场的产品和渠道，推动北美产能满产满销。	公司拟收购欧康诺不低于77.08%股权，欧康诺专注于存储测试设备及测试服务领域	2026-06-29\|10.16\|0.00\|10.07\|10.40\|9.61\|28479;2026-06-30\|9.87\|-2.85\|10.15\|10.30\|9.82\|19662;2026-07-01\|10.00\|1.32\|9.90\|10.22\|9.87\|19412;2026-07-02\|10.08\|0.80\|9.95\|10.38\|9.88\|19178;2026-07-03\|10.71\|6.25\|10.08\|11.09\|10.08\|71121;2026-07-06\|11.78\|9.99\|10.91\|11.78\|10.77\|77188;2026-07-07\|11.99\|1.78\|11.90\|12.56\|11.87\|99853;2026-07-08\|11.58\|-3.42\|12.59\|12.59\|11.26\|70217;2026-07-09\|11.71\|1.12\|11.88\|12.02\|11.46\|47721;2026-07-10\|12.05\|2.90\|11.58\|12.21\|11.50\|35961;2026-07-13\|11.77\|-2.32\|12.01\|12.15\|11.58\|30831;2026-07-14\|11.72\|-0.42\|11.64\|11.84\|11.50\|26315;2026-07-15\|11.41\|-2.65\|11.75\|12.00\|11.41\|25610;2026-07-16\|11.13\|-2.45\|11.62\|11.74\|11.10\|30718;2026-07-17\|10.31\|-7.37\|11.03\|11.22\|10.26\|37039;2026-07-20\|9.56\|-7.27\|10.35\|10.53\|9.40\|41518;2026-07-21\|10.52\|10.04\|10.52\|10.52\|10.52\|2781;2026-07-22\|11.57\|9.98\|11.57\|11.57\|11.57\|1248;2026-07-23\|12.73\|10.03\|12.73\|12.73\|12.73\|1877;2026-07-24\|14.00\|9.98\|14.00\|14.00\|14.00\|9867;2026-07-27\|15.40\|10.00\|15.40\|15.40\|15.40\|5453;2026-07-28\|16.94\|10.00\|16.94\|16.94\|16.94\|7931;2026-07-29\|18.63\|9.98\|18.63\|18.63\|18.63\|11238;2026-07-30\|20.49\|9.98\|20.49\|20.49\|20.49\|33120;2026-07-31\|22.54\|10.00\|22.54\|22.54\|22.54\|199907;2026-08-06\|24.79\|9.98\|24.79\|24.79\|24.30\|160040;2026-08-07\|24.82\|0.12\|23.58\|25.00\|22.58\|336877;2026-08-10\|27.30\|9.99\|25.93\|27.30\|24.83\|312198;2026-08-18\|30.00\|10.01\|27.32\|30.00\|27.32\|323462;2026-08-19\|27.00\|-10.00\|27.00\|27.00\|27.00\|14862;2026-08-20\|28.60\|5.93\|24.30\|29.31\|24.30\|310178;2026-08-21\|26.26\|-8.18\|27.30\|28.35\|25.76\|229879;2026-08-24\|27.65\|5.29\|26.81\|27.79\|26.27\|182532;2026-08-25\|26.92\|-2.64\|27.50\|27.50\|25.80\|172167;2026-08-26\|26.20\|-2.67\|27.18\|27.38\|26.00\|144705;2026-08-27\|28.65\|9.35\|26.47\|28.80\|25.83\|192677;2026-08-28\|29.10\|1.57\|27.85\|29.90\|27.82\|182784;2026-08-31\|27.77\|-4.57\|28.53\|28.99\|26.91\|155107;2026-09-01\|30.55\|10.01\|29.52\|30.55\|29.31\|90187;2026-09-02\|33.37\|9.23\|32.00\|33.61\|31.47\|274774;2026-09-03\|30.03\|-10.01\|30.03\|30.28\|30.03\|60976;2026-09-04\|27.58\|-8.16\|29.10\|29.97\|27.13\|234070;2026-09-07\|28.16\|2.10\|27.58\|28.19\|26.58\|154046;2026-09-08\|27.51\|-2.31\|27.61\|28.30\|27.22\|118470;2026-09-09\|26.11\|-5.09\|27.20\|27.60\|25.70\|137732;2026-09-10\|26.17\|0.23\|26.04\|27.05\|25.85\|92874;2026-09-11\|26.76\|2.25\|26.00\|27.55\|25.88\|126017;2026-09-14\|28.00\|4.63\|27.00\|28.00\|26.01\|131864;2026-09-15\|29.22\|4.36\|27.72\|29.68\|27.30\|169033;2026-09-16\|29.44\|0.75\|28.59\|29.98\|28.45\|152878;2026-09-17\|31.29\|6.28\|30.00\|31.78\|28.02\|219120;2026-09-18\|31.23\|-0.19\|30.80\|31.90\|30.34\|162135;2026-09-21\|30.50\|-2.34\|31.65\|33.99\|29.69\|209901;2026-09-22\|33.55\|10.00\|30.72\|33.55\|30.72\|152132;2026-09-23\|32.69\|-2.56\|33.57\|33.87\|31.23\|215283;2026-09-24\|30.80\|-5.78\|32.57\|33.30\|30.06\|154843;2026-09-28\|27.72\|-10.00\|29.80\|29.95\|27.72\|46771;2026-09-29\|25.43\|-8.26\|26.66\|27.55\|24.95\|183053;2026-09-30\|25.10\|-1.30\|25.80\|25.95\|24.19\|121940;2026-10-08\|24.29\|-3.23\|25.10\|25.44\|24.03\|86575;2026-10-09\|25.43\|4.69\|24.06\|25.80\|22.91\|132549;2026-10-12\|24.95\|-1.89\|25.20\|25.86\|23.73\|114501;2026-10-13\|24.46\|-1.96\|24.58\|25.98\|23.30\|133505;2026-10-14\|23.97\|-2.00\|24.10\|24.95\|23.72\|67804;2026-10-15\|22.19\|-7.43\|23.02\|24.42\|21.80\|117840;2026-10-16\|23.79\|7.21\|22.63\|24.41\|22.63\|180357;2026-10-19\|22.83\|-4.04\|22.80\|23.37\|22.00\|134590;2026-10-20\|22.73\|-0.44\|22.85\|23.50\|22.57\|76269;2026-10-21\|22.85\|0.53\|23.00\|23.70\|22.78\|71848;2026-10-22\|20.90\|-8.53\|22.96\|22.96\|20.90\|82535;2026-10-23\|20.42\|-2.30\|20.46\|20.57\|18.81\|132872;2026-10-26\|19.66\|-3.72\|20.24\|20.24\|19.51\|72501;2026-10-27\|18.41\|-6.36\|20.05\|20.14\|18.12\|70552;2026-10-28\|18.77\|1.96\|18.58\|19.00\|18.12\|65808;2026-10-29\|18.20\|-3.04\|18.60\|19.08\|18.10\|53230;2026-10-30\|16.87\|-7.31\|17.83\|18.15\|16.79\|85845;2026-11-02\|17.71\|4.98\|17.13\|18.04\|16.36\|90502;2026-11-03\|16.75\|-5.42\|17.79\|17.89\|16.48\|73033;2026-11-04\|17.38\|3.76\|16.75\|17.45\|15.90\|93282;2026-11-05\|17.85\|2.70\|17.09\|18.51\|16.91\|91305;2026-11-06\|17.48\|-2.07\|16.97\|18.19\|16.82\|97123
126791		信创+麒麟OS+央企 1、据2026年4月24日年报，公司麒麟操作系统连续14年保持中国Linux市场占有率第一，生态软硬件兼容适配总量达836万，在党政、金融、通信等重点行业市场实现突破。 2、据2026年4月24日年报，公司加速打造基于AI技术与行业知识深度融合的新型产品形态，已将大语言模型技术引入税务等领域应用探索，定位为集团网信AI赛道核心承载平台。 3、据2026年4月24日年报，公司实际控制人为中国电子信息产业集团有限公司，最终控制人为国务院国有资产监督管理委员会，系信创行业领军企业。	中国电子信息产业集团旗下，中国电子软件板块的龙头核心企业，中国软件业国家队核心成员；公司拥有完整的从操作系统等基础软件、中间件、安全产品到应用系统的业务链条，参股的麒麟软件在政务内网份额高	2026-06-29\|27.65\|-0.18\|27.70\|28.33\|27.25\|145551;2026-06-30\|28.12\|1.70\|27.75\|28.34\|27.56\|127650;2026-07-01\|28.66\|1.92\|28.10\|29.22\|28.10\|158123;2026-07-02\|28.32\|-1.19\|28.63\|29.58\|28.25\|178713;2026-07-03\|28.39\|0.25\|28.44\|28.88\|28.20\|122171;2026-07-06\|27.75\|-2.25\|28.39\|28.39\|27.55\|129353;2026-07-07\|26.98\|-2.77\|27.75\|27.75\|26.82\|114169;2026-07-08\|27.84\|3.19\|27.08\|28.17\|26.90\|168071;2026-07-09\|28.60\|2.73\|27.50\|28.88\|27.30\|193240;2026-07-10\|29.32\|2.52\|28.32\|30.40\|28.01\|266292;2026-07-13\|32.25\|9.99\|29.35\|32.25\|29.26\|576412;2026-07-14\|31.50\|-2.33\|31.66\|32.20\|30.65\|514189;2026-07-15\|31.48\|-0.06\|31.00\|32.09\|30.80\|327248;2026-07-16\|31.85\|1.18\|31.06\|31.88\|30.72\|337347;2026-07-17\|32.65\|2.51\|31.32\|33.14\|31.16\|511653;2026-07-20\|34.43\|5.45\|32.01\|35.89\|31.36\|570483;2026-07-21\|33.63\|-2.32\|33.24\|34.67\|31.80\|517440;2026-07-22\|34.90\|3.78\|32.92\|35.29\|32.35\|518417;2026-07-23\|33.95\|-2.72\|34.20\|34.77\|33.68\|318613;2026-07-24\|30.56\|-9.99\|33.01\|33.39\|30.56\|382799;2026-07-27\|31.05\|1.60\|29.66\|31.15\|29.29\|223605;2026-07-28\|31.38\|1.06\|30.78\|31.97\|30.69\|230157;2026-07-29\|31.87\|1.56\|31.46\|32.00\|31.01\|220178;2026-07-30\|31.26\|-1.91\|31.74\|32.79\|31.20\|231052;2026-07-31\|32.93\|5.34\|31.10\|33.56\|31.08\|333154;2026-08-03\|32.83\|-0.30\|32.80\|33.49\|32.76\|200406;2026-08-04\|33.13\|0.91\|32.90\|33.45\|32.70\|199049;2026-08-05\|33.53\|1.21\|33.13\|34.13\|33.00\|269180;2026-08-06\|32.77\|-2.27\|33.01\|33.94\|32.43\|267735;2026-08-07\|32.17\|-1.83\|32.81\|32.81\|31.43\|231439;2026-08-10\|32.40\|0.71\|31.99\|33.37\|31.78\|201833;2026-08-11\|32.05\|-1.08\|32.38\|32.48\|31.81\|128605;2026-08-12\|32.12\|0.22\|32.15\|32.55\|31.80\|125439;2026-08-13\|31.62\|-1.56\|32.12\|32.43\|31.53\|143736;2026-08-14\|31.29\|-1.04\|31.62\|32.30\|30.95\|137289;2026-08-17\|31.32\|0.10\|31.20\|31.33\|30.78\|108804;2026-08-18\|34.45\|9.99\|31.15\|34.45\|30.40\|506344;2026-08-19\|34.66\|0.61\|33.98\|37.19\|33.98\|856810;2026-08-20\|35.95\|3.72\|34.16\|36.97\|34.16\|672842;2026-08-21\|33.90\|-5.70\|35.10\|35.20\|33.65\|456177;2026-08-24\|33.20\|-2.06\|33.85\|34.19\|32.85\|282908;2026-08-25\|32.55\|-1.96\|33.00\|33.20\|32.19\|248614;2026-08-26\|32.83\|0.86\|32.44\|34.12\|32.25\|270333;2026-08-27\|32.94\|0.34\|32.68\|32.96\|32.12\|239414;2026-08-28\|33.77\|2.52\|33.43\|34.96\|33.21\|433816;2026-08-31\|33.88\|0.33\|32.93\|34.29\|32.66\|345675;2026-09-01\|34.30\|1.24\|33.50\|34.84\|33.48\|351156;2026-09-02\|34.09\|-0.61\|33.91\|34.86\|33.82\|255181;2026-09-03\|33.61\|-1.41\|34.11\|34.28\|33.46\|202419;2026-09-04\|33.50\|-0.33\|33.90\|34.55\|33.26\|224196;2026-09-07\|33.58\|0.24\|33.48\|33.70\|32.97\|163324;2026-09-08\|33.13\|-1.34\|33.50\|34.00\|33.08\|154415;2026-09-09\|32.54\|-1.78\|32.92\|33.02\|32.38\|162602;2026-09-10\|32.02\|-1.60\|32.32\|32.33\|31.84\|101380;2026-09-11\|31.49\|-1.66\|31.88\|32.09\|31.01\|134373;2026-09-14\|31.72\|0.73\|31.48\|32.13\|31.38\|90869;2026-09-15\|31.72\|0.00\|32.00\|32.69\|31.71\|136431;2026-09-16\|31.74\|0.06\|31.48\|31.84\|31.02\|124317;2026-09-17\|31.07\|-2.11\|31.43\|31.78\|31.05\|108022;2026-09-18\|31.66\|1.90\|31.23\|31.85\|31.23\|123405;2026-09-21\|31.94\|0.88\|31.66\|32.00\|31.60\|104015;2026-09-22\|32.10\|0.50\|32.30\|32.54\|31.96\|141656;2026-09-23\|31.39\|-2.21\|31.96\|32.02\|31.30\|96550;2026-09-24\|30.69\|-2.23\|31.30\|31.46\|30.69\|87182;2026-09-28\|30.96\|0.88\|30.74\|31.28\|30.03\|137957;2026-09-29\|30.98\|0.06\|30.71\|31.26\|30.71\|87559;2026-09-30\|30.64\|-1.10\|30.99\|31.00\|30.33\|71078;2026-10-08\|30.21\|-1.40\|30.69\|30.84\|30.12\|72357;2026-10-09\|31.32\|3.67\|30.17\|31.42\|29.80\|139742;2026-10-12\|31.02\|-0.96\|31.27\|31.34\|30.79\|77555;2026-10-13\|30.83\|-0.61\|30.68\|31.05\|30.31\|82057;2026-10-14\|30.39\|-1.43\|30.85\|30.90\|30.35\|54625;2026-10-15\|29.88\|-1.68\|29.25\|30.30\|29.22\|74814;2026-10-16\|29.38\|-1.67\|30.15\|30.29\|29.21\|77319;2026-10-19\|31.15\|6.02\|29.21\|31.55\|29.18\|213121;2026-10-20\|31.23\|0.26\|31.12\|31.47\|30.88\|100342;2026-10-21\|31.48\|0.80\|31.35\|31.60\|31.05\|114167;2026-10-22\|30.94\|-1.72\|31.41\|31.64\|30.93\|90101;2026-10-23\|32.06\|3.62\|30.71\|32.15\|30.29\|175714;2026-10-26\|32.23\|0.53\|31.80\|32.56\|31.65\|132990;2026-10-27\|30.67\|-4.84\|32.22\|32.52\|30.65\|124456;2026-10-28\|30.25\|-1.37\|30.67\|31.06\|30.15\|124085;2026-10-29\|29.48\|-2.55\|30.07\|30.17\|29.20\|127725;2026-10-30\|28.70\|-2.65\|29.15\|29.70\|28.69\|114376;2026-11-02\|29.66\|3.34\|28.88\|29.95\|28.63\|124146;2026-11-03\|29.75\|0.30\|29.46\|29.92\|29.42\|89562;2026-11-04\|30.26\|1.71\|29.88\|30.37\|29.54\|102544;2026-11-05\|30.53\|0.89\|30.26\|30.83\|30.16\|110032;2026-11-06\|30.14\|-1.28\|29.77\|30.47\|29.67\|71487
126790		鸿蒙概念+信创电脑行业原因： 8月18日午后，信创、国产操作系统概念异动拉升，诚迈科技、中国软件触及涨停，麒麟信安、润和软件、榕基软件、浪潮软件等纷纷冲高。公司原因： 1、据2026年4月29日年报，公司是OpenHarmony社区A类捐赠人及核心贡献单位，开源鸿蒙商业发行版操作系统已发布HongZOS 5.0版本，形成面向工业、能源等领域的国产化整体解决方案。 2、据2026年5月12日投资者关系活动记录表，公司信创电脑产品已覆盖龙芯、海光、兆芯、飞腾等系列自主处理器，搭载统信UOS等操作系统，适用于党政、金融等行业。	公司推出了高性能信创电脑产品，基于多种架构自主芯片并搭载统信UOS等操作系统，具有安全可控、高性能等特性，适用于党政、金融等行业	2026-06-29\|27.88\|-0.46\|28.08\|28.54\|27.56\|46261;2026-06-30\|28.40\|1.87\|27.89\|28.79\|27.60\|36732;2026-07-01\|28.90\|1.76\|28.30\|29.76\|28.30\|51638;2026-07-02\|28.25\|-2.25\|28.70\|29.69\|28.22\|54659;2026-07-03\|28.21\|-0.14\|28.44\|28.78\|28.04\|36469;2026-07-06\|27.35\|-3.05\|28.21\|28.30\|27.01\|46069;2026-07-07\|26.51\|-3.07\|27.20\|27.50\|26.39\|44144;2026-07-08\|27.38\|3.28\|26.67\|27.62\|26.56\|57920;2026-07-09\|27.77\|1.42\|27.20\|27.85\|26.91\|53613;2026-07-10\|28.27\|1.80\|27.50\|29.33\|27.08\|68284;2026-07-13\|29.89\|5.73\|28.24\|30.80\|27.36\|137296;2026-07-14\|28.09\|-6.02\|28.98\|29.26\|27.47\|107358;2026-07-15\|27.90\|-0.68\|27.54\|28.42\|27.44\|57052;2026-07-16\|28.37\|1.68\|27.70\|28.90\|27.57\|71472;2026-07-17\|26.70\|-5.89\|28.12\|28.85\|26.64\|74204;2026-07-20\|27.67\|3.63\|27.10\|27.91\|26.80\|74780;2026-07-21\|28.13\|1.66\|27.45\|28.22\|26.80\|71209;2026-07-22\|28.22\|0.32\|28.28\|28.65\|27.44\|77459;2026-07-23\|27.57\|-2.30\|27.81\|27.94\|27.21\|54877;2026-07-24\|26.41\|-4.21\|27.13\|27.43\|26.41\|45576;2026-07-27\|27.08\|2.54\|26.39\|27.30\|26.11\|41822;2026-07-28\|27.50\|1.55\|26.88\|27.75\|26.72\|46573;2026-07-29\|28.00\|1.82\|27.48\|28.11\|27.23\|55388;2026-07-30\|27.93\|-0.25\|27.98\|28.78\|27.88\|54451;2026-07-31\|29.18\|4.48\|28.00\|29.95\|28.00\|86062;2026-08-03\|29.48\|1.03\|29.50\|29.54\|28.97\|42919;2026-08-04\|29.85\|1.26\|29.70\|30.05\|29.40\|44857;2026-08-05\|31.27\|4.76\|30.03\|32.79\|29.85\|147182;2026-08-06\|30.51\|-2.43\|30.76\|31.79\|30.18\|106182;2026-08-07\|29.59\|-3.02\|30.20\|30.38\|29.02\|82913;2026-08-10\|29.51\|-0.27\|29.82\|29.84\|29.06\|51453;2026-08-11\|29.47\|-0.14\|29.52\|29.75\|29.00\|45159;2026-08-12\|29.37\|-0.34\|29.55\|29.87\|29.25\|42604;2026-08-13\|28.93\|-1.50\|29.55\|29.80\|28.92\|48717;2026-08-14\|28.72\|-0.73\|28.85\|29.34\|28.16\|55546;2026-08-17\|28.83\|0.38\|28.66\|28.86\|28.29\|37265;2026-08-18\|34.60\|20.01\|28.76\|34.60\|27.86\|235455;2026-08-19\|35.55\|2.75\|35.22\|37.28\|34.69\|398721;2026-08-20\|36.50\|2.67\|34.15\|37.31\|33.88\|309944;2026-08-21\|32.93\|-9.78\|35.29\|35.56\|32.62\|236195;2026-08-24\|32.78\|-0.46\|33.01\|33.58\|31.88\|141652;2026-08-25\|32.35\|-1.31\|32.48\|32.77\|31.80\|132630;2026-08-26\|31.42\|-2.87\|32.14\|33.25\|31.38\|135660;2026-08-27\|32.03\|1.94\|31.11\|32.10\|31.01\|100506;2026-08-28\|33.59\|4.87\|33.02\|34.96\|32.45\|231285;2026-08-31\|34.18\|1.76\|32.00\|35.20\|31.60\|191618;2026-09-01\|34.86\|1.99\|33.34\|35.50\|33.34\|192798;2026-09-02\|34.03\|-2.38\|34.02\|34.60\|33.80\|114425;2026-09-03\|33.37\|-1.94\|34.36\|34.45\|33.16\|95989;2026-09-04\|33.39\|0.06\|33.80\|34.40\|33.20\|109182;2026-09-07\|33.26\|-0.39\|33.22\|33.52\|32.90\|71762;2026-09-08\|32.81\|-1.35\|33.00\|33.85\|32.69\|81758;2026-09-09\|31.75\|-3.23\|32.69\|32.69\|31.47\|90088;2026-09-10\|30.70\|-3.31\|31.51\|31.66\|30.70\|61575;2026-09-11\|29.60\|-3.58\|30.64\|30.99\|29.41\|69035;2026-09-14\|30.09\|1.66\|29.87\|30.46\|29.50\|60844;2026-09-15\|29.79\|-1.00\|30.26\|31.25\|29.78\|72933;2026-09-16\|29.98\|0.64\|29.74\|30.19\|29.00\|63462;2026-09-17\|30.08\|0.33\|29.80\|30.28\|29.74\|43634;2026-09-18\|30.41\|1.10\|30.33\|30.82\|30.13\|53151;2026-09-21\|31.11\|2.30\|30.53\|31.21\|30.53\|59971;2026-09-22\|31.25\|0.45\|31.45\|31.60\|31.06\|60105;2026-09-23\|30.85\|-1.28\|31.20\|31.23\|30.58\|36729;2026-09-24\|30.77\|-0.26\|30.85\|31.00\|30.51\|32905;2026-09-28\|30.53\|-0.78\|30.60\|30.93\|29.70\|55640;2026-09-29\|30.53\|0.00\|30.44\|30.95\|30.24\|39275;2026-09-30\|29.92\|-2.00\|30.60\|30.70\|29.75\|36504;2026-10-08\|29.55\|-1.24\|30.00\|30.36\|29.33\|38386;2026-10-09\|30.48\|3.15\|29.54\|30.60\|28.54\|70274;2026-10-12\|30.19\|-0.95\|30.27\|30.50\|29.59\|37816;2026-10-13\|30.09\|-0.33\|29.81\|30.29\|29.26\|42469;2026-10-14\|29.71\|-1.26\|29.99\|30.20\|29.56\|30635;2026-10-15\|28.70\|-3.40\|28.89\|29.64\|28.60\|41474;2026-10-16\|28.29\|-1.43\|29.27\|29.36\|28.12\|39871;2026-10-19\|28.78\|1.73\|28.27\|29.06\|28.03\|39389;2026-10-20\|29.26\|1.67\|28.76\|29.47\|28.50\|43019;2026-10-21\|29.36\|0.34\|29.28\|29.75\|29.19\|36774;2026-10-22\|28.29\|-3.64\|29.31\|29.55\|28.28\|35781;2026-10-23\|29.80\|5.34\|28.23\|29.96\|27.16\|73718;2026-10-26\|29.20\|-2.01\|29.35\|29.80\|29.15\|39978;2026-10-27\|27.57\|-5.58\|29.28\|29.70\|27.51\|50981;2026-10-28\|28.18\|2.21\|27.96\|28.56\|27.70\|42306;2026-10-29\|27.24\|-3.34\|28.03\|28.11\|27.22\|43071;2026-10-30\|25.53\|-6.28\|26.70\|27.20\|25.53\|61926;2026-11-02\|27.27\|6.82\|26.03\|27.68\|25.55\|65920;2026-11-03\|26.84\|-1.58\|27.01\|27.66\|26.69\|42039;2026-11-04\|27.61\|2.87\|26.75\|27.86\|26.73\|53441;2026-11-05\|28.31\|2.54\|27.63\|28.49\|27.62\|51284;2026-11-06\|27.85\|-1.62\|27.60\|28.30\|27.43\|39123
126789	SK海力士将投资384亿美元建设晶圆厂	半导体设备+精密金属结构件+转债强赎行业原因： 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、据开源证券2026年6月26日首次覆盖报告，公司精密金属结构件经超科林集成后，最终配套应用材料刻蚀、沉积设备，有望充分受益AI产业趋势，预期2026年将成为公司半导体领域收入爆发期，给予“买入”评级。 2、据公司2026年6月16日公告，可转债募投项目“半导体设备等领域精密金属部件智能化生产新建项目”已结项，节余募集资金用于永久补充流动资金，夯实半导体设备结构件成长基础。 3、据公司2026年6月26日及此前多次公告，公司股票已触发“华亚转债”有条件赎回条款，公司决定行使提前赎回权，赎回登记日为2026年7月9日。	1、公司主营精密金属制造，主要为国内外知名半导体设备制造商、品牌商等客户提供各类定制化精密金属结构件； 2、公司有少量精密金属结构件应用于储能逆变器上	2026-06-29\|90.35\|10.00\|84.30\|90.35\|84.00\|43615;2026-06-30\|99.39\|10.01\|95.09\|99.39\|92.50\|72368;2026-07-01\|106.00\|6.65\|100.22\|108.07\|96.50\|154833;2026-07-02\|101.20\|-4.53\|97.08\|106.38\|97.08\|119456;2026-07-03\|100.07\|-1.12\|102.00\|103.88\|94.00\|99248;2026-07-06\|93.86\|-6.21\|99.45\|100.87\|91.50\|80401;2026-07-07\|96.73\|3.06\|93.95\|100.58\|93.50\|77990;2026-07-08\|98.45\|1.78\|95.67\|103.00\|90.62\|94769;2026-07-09\|104.50\|6.15\|100.40\|104.66\|95.51\|110388;2026-07-10\|94.05\|-10.00\|103.00\|104.34\|94.05\|113984;2026-07-13\|87.10\|-7.39\|91.65\|95.55\|87.00\|86119;2026-07-14\|84.30\|-3.21\|88.66\|89.00\|80.27\|82568;2026-07-15\|83.03\|-1.51\|84.84\|87.49\|80.09\|58738;2026-07-16\|75.01\|-9.66\|82.10\|82.60\|74.73\|67349;2026-07-17\|67.51\|-10.00\|75.04\|76.33\|67.51\|66857;2026-07-20\|60.76\|-10.00\|66.05\|69.43\|60.76\|83456;2026-07-21\|64.09\|5.48\|60.76\|64.80\|54.68\|108630;2026-07-22\|66.23\|3.34\|62.79\|70.50\|62.52\|111819;2026-07-23\|65.09\|-1.72\|66.24\|67.50\|63.02\|64843;2026-07-24\|68.56\|5.33\|64.12\|71.60\|63.19\|100887;2026-07-27\|70.59\|2.96\|67.05\|70.88\|65.30\|77927;2026-07-28\|65.94\|-6.59\|69.19\|71.60\|64.64\|58972;2026-07-29\|61.96\|-6.04\|65.93\|66.50\|59.46\|75276;2026-07-30\|55.76\|-10.01\|62.59\|62.80\|55.76\|69854;2026-07-31\|57.87\|3.78\|60.00\|61.34\|57.79\|76151;2026-08-03\|58.10\|0.40\|57.86\|58.72\|55.20\|59334;2026-08-04\|62.00\|6.71\|58.25\|62.36\|57.76\|60189;2026-08-05\|66.60\|7.42\|60.92\|67.20\|60.81\|61543;2026-08-06\|66.71\|0.17\|65.64\|69.00\|64.97\|63463;2026-08-07\|67.50\|1.18\|66.71\|67.90\|64.93\|63341;2026-08-10\|74.25\|10.00\|67.50\|74.25\|67.39\|93645;2026-08-11\|71.71\|-3.42\|73.00\|74.25\|70.00\|69755;2026-08-12\|72.23\|0.73\|71.75\|73.13\|71.40\|50672;2026-08-13\|69.99\|-3.10\|72.38\|73.18\|69.76\|55655;2026-08-14\|70.35\|0.51\|70.35\|72.00\|69.30\|40500;2026-08-17\|72.30\|2.77\|70.39\|72.30\|69.50\|43188;2026-08-18\|79.53\|10.00\|72.14\|79.53\|71.64\|85186;2026-08-19\|71.58\|-10.00\|78.02\|78.49\|71.58\|73395;2026-08-20\|73.77\|3.06\|73.22\|74.80\|69.50\|59844;2026-08-21\|71.63\|-2.90\|72.86\|75.20\|70.00\|51364;2026-08-24\|72.66\|1.44\|71.00\|74.04\|69.70\|54066;2026-08-25\|76.41\|5.16\|70.81\|77.07\|69.00\|71621;2026-08-26\|75.48\|-1.22\|77.00\|77.16\|74.31\|43674;2026-08-27\|80.13\|6.16\|76.26\|82.15\|76.26\|87273;2026-08-28\|82.75\|3.27\|79.64\|86.82\|79.64\|75801;2026-08-31\|83.25\|0.60\|80.50\|83.28\|78.88\|48922;2026-09-01\|78.75\|-5.41\|87.10\|87.25\|77.83\|69545;2026-09-02\|72.60\|-7.81\|77.01\|77.66\|72.20\|66236;2026-09-03\|73.30\|0.96\|73.29\|74.10\|70.61\|59628;2026-09-04\|68.33\|-6.78\|73.90\|74.00\|67.57\|66917;2026-09-07\|68.84\|0.75\|69.73\|70.60\|68.50\|42694;2026-09-08\|64.38\|-6.48\|68.76\|69.46\|63.80\|88773;2026-09-09\|63.90\|-0.75\|64.71\|65.20\|62.67\|74328;2026-09-10\|62.74\|-1.82\|63.57\|63.92\|62.32\|46734;2026-09-11\|60.86\|-3.00\|61.81\|62.00\|58.62\|48189;2026-09-14\|61.57\|1.17\|60.57\|62.22\|58.82\|37746;2026-09-15\|61.61\|0.07\|61.36\|62.91\|60.51\|34643;2026-09-16\|63.55\|3.15\|61.91\|64.22\|61.22\|54178;2026-09-17\|63.17\|-0.60\|63.38\|64.50\|62.74\|39077;2026-09-18\|65.15\|3.13\|64.20\|66.60\|63.50\|63366;2026-09-21\|64.37\|-1.20\|65.50\|66.16\|63.83\|41905;2026-09-22\|63.85\|-0.81\|65.47\|65.73\|63.28\|41600;2026-09-23\|64.82\|1.52\|64.40\|65.16\|63.39\|37045;2026-09-24\|63.10\|-2.65\|63.88\|65.37\|63.03\|40486;2026-09-28\|59.92\|-5.04\|63.10\|63.50\|59.10\|38339;2026-09-29\|59.42\|-0.83\|59.99\|60.50\|58.51\|34234;2026-09-30\|60.40\|1.65\|60.00\|61.18\|57.53\|60143;2026-10-08\|61.46\|1.75\|61.40\|63.52\|59.79\|56902;2026-10-09\|60.06\|-2.28\|61.01\|61.20\|56.60\|58315;2026-10-12\|58.94\|-1.86\|59.39\|61.54\|58.27\|35698;2026-10-13\|61.34\|4.07\|56.89\|62.48\|54.38\|66472;2026-10-14\|58.00\|-5.45\|61.00\|61.80\|57.88\|37074;2026-10-15\|56.99\|-1.74\|55.50\|60.12\|55.50\|42511;2026-10-16\|55.46\|-2.68\|58.07\|58.97\|55.20\|36866;2026-10-19\|53.53\|-3.48\|54.97\|55.09\|52.00\|35923;2026-10-20\|54.63\|2.05\|53.00\|55.55\|52.68\|28593;2026-10-21\|53.50\|-2.07\|55.00\|55.63\|53.30\|23529;2026-10-22\|51.76\|-3.25\|53.62\|55.01\|51.70\|31789;2026-10-23\|52.42\|1.28\|50.04\|52.79\|47.54\|45132;2026-10-26\|50.90\|-2.90\|51.75\|51.92\|49.69\|32342;2026-10-27\|47.16\|-7.35\|51.22\|51.72\|47.06\|37262;2026-10-28\|49.69\|5.36\|47.88\|49.96\|47.22\|46217;2026-10-29\|47.00\|-5.41\|49.45\|50.25\|47.00\|30150;2026-10-30\|44.37\|-5.60\|45.38\|47.50\|44.30\|40054;2026-11-02\|45.20\|1.87\|44.48\|45.89\|43.28\|37953;2026-11-03\|42.71\|-5.51\|44.64\|45.35\|42.41\|31093;2026-11-04\|46.48\|8.83\|42.72\|46.48\|42.00\|50965;2026-11-05\|47.83\|2.90\|45.85\|48.64\|45.20\|38903;2026-11-06\|46.22\|-3.37\|45.00\|47.75\|44.88\|36347
126788		具身智能+人形机器人+汽车线束 1、据人民财讯2026年8月13日报道，沪光股份与北京辉羲智能等四方正式签署具身智能战略合作协议，依托公司在汽车线束制造及场景化机器人应用方面的积淀，构建“场景定义—芯片赋能—技术落地”的闭环生态。 2、据2025年4月24日官微，公司人形机器人项目首套样线已正式下线；据2025年年度报告，公司于2025年8月新设全能具身智能科技苏州有限公司，打造“一中心四平台”，完善具身智能产业链条。 3、据2025年年度报告，公司是目前为数不多进入上汽大众、戴姆勒奔驰、赛力斯、美国T公司等全球整车厂商供应商体系的内资汽车线束厂商之一，并连续多年荣获上汽大众优秀服务表现奖。	国际领先的汽车线束供应商，客户包括赛力斯等	2026-06-29\|16.81\|1.69\|16.54\|16.98\|16.05\|38314;2026-06-30\|17.05\|1.43\|16.90\|17.57\|16.64\|37999;2026-07-01\|17.24\|1.11\|17.04\|17.48\|17.01\|23381;2026-07-02\|17.12\|-0.70\|17.34\|17.73\|17.11\|30971;2026-07-03\|18.05\|5.43\|17.44\|18.33\|17.14\|53655;2026-07-06\|17.70\|-1.94\|18.06\|18.19\|17.70\|33116;2026-07-07\|16.92\|-4.41\|17.73\|17.83\|16.90\|24481;2026-07-08\|16.35\|-3.37\|16.92\|16.92\|16.30\|31858;2026-07-09\|16.20\|-0.92\|16.50\|16.50\|15.76\|39965;2026-07-10\|16.63\|2.65\|16.27\|16.87\|15.90\|33084;2026-07-13\|16.09\|-3.25\|16.60\|16.60\|16.04\|29669;2026-07-14\|16.14\|0.31\|16.06\|16.27\|15.95\|25630;2026-07-15\|16.08\|-0.37\|16.01\|16.26\|15.92\|26809;2026-07-16\|16.53\|2.80\|16.28\|16.85\|15.94\|34985;2026-07-17\|15.94\|-3.57\|16.55\|16.79\|15.86\|34962;2026-07-20\|16.06\|0.75\|15.96\|16.47\|15.73\|38144;2026-07-21\|16.17\|0.68\|16.11\|16.41\|16.07\|37729;2026-07-22\|15.80\|-2.29\|16.05\|16.12\|15.64\|34097;2026-07-23\|16.06\|1.65\|15.65\|16.10\|15.65\|18605;2026-07-24\|15.58\|-2.99\|16.05\|16.05\|15.56\|19197;2026-07-27\|16.11\|3.40\|15.65\|16.47\|15.51\|28887;2026-07-28\|16.25\|0.87\|15.95\|16.48\|15.82\|22118;2026-07-29\|16.78\|3.26\|16.24\|16.84\|16.18\|32236;2026-07-30\|17.21\|2.56\|16.75\|17.32\|16.65\|34373;2026-07-31\|17.46\|1.45\|17.21\|17.67\|17.11\|36206;2026-08-03\|17.72\|1.49\|17.48\|17.78\|17.45\|23962;2026-08-04\|17.40\|-1.81\|17.58\|17.87\|17.40\|25991;2026-08-05\|17.27\|-0.75\|17.49\|17.50\|17.17\|22090;2026-08-06\|16.95\|-1.85\|17.18\|17.23\|16.80\|21532;2026-08-07\|16.91\|-0.24\|16.94\|16.99\|16.53\|33708;2026-08-10\|17.31\|2.37\|16.91\|17.48\|16.74\|34639;2026-08-11\|17.19\|-0.69\|17.44\|17.44\|17.04\|19766;2026-08-12\|17.40\|1.22\|17.19\|17.49\|17.08\|19245;2026-08-13\|17.06\|-1.95\|17.30\|17.42\|17.04\|18687;2026-08-14\|16.81\|-1.47\|17.17\|17.20\|16.81\|15802;2026-08-17\|16.96\|0.89\|16.82\|17.00\|16.67\|19073;2026-08-18\|18.66\|10.02\|16.99\|18.66\|16.68\|56678;2026-08-19\|18.30\|-1.93\|19.00\|19.60\|18.00\|139514;2026-08-20\|17.81\|-2.68\|18.12\|18.64\|17.54\|86553;2026-08-21\|17.57\|-1.35\|17.78\|17.85\|17.43\|55386;2026-08-24\|17.16\|-2.33\|17.50\|18.23\|16.92\|66372;2026-08-25\|17.22\|0.35\|16.87\|17.28\|16.58\|51933;2026-08-26\|17.14\|-0.46\|16.98\|17.50\|16.93\|39850;2026-08-27\|16.94\|-1.17\|17.00\|17.13\|16.50\|46340;2026-08-28\|17.03\|0.53\|16.95\|17.38\|16.90\|34983;2026-08-31\|17.13\|0.59\|16.89\|17.16\|16.79\|29739;2026-09-01\|18.21\|6.30\|17.13\|18.56\|17.10\|94158;2026-09-02\|17.93\|-1.54\|18.01\|18.08\|17.40\|58331;2026-09-03\|17.72\|-1.17\|18.19\|18.23\|17.62\|31672;2026-09-04\|17.49\|-1.30\|18.00\|18.08\|17.36\|34505;2026-09-07\|17.74\|1.43\|17.60\|17.76\|17.27\|27989;2026-09-08\|17.73\|-0.06\|17.74\|17.74\|17.49\|20333;2026-09-09\|17.19\|-3.05\|17.73\|17.83\|17.17\|27328;2026-09-10\|16.56\|-3.66\|17.16\|17.17\|16.56\|28256;2026-09-11\|16.01\|-3.32\|16.44\|16.44\|16.01\|25942;2026-09-14\|16.24\|1.44\|15.99\|16.37\|15.87\|17267;2026-09-15\|15.95\|-1.79\|16.24\|16.33\|15.92\|15757;2026-09-16\|15.86\|-0.56\|15.91\|16.07\|15.71\|19457;2026-09-17\|16.21\|2.21\|15.86\|16.33\|15.82\|19788;2026-09-18\|16.38\|1.05\|16.29\|16.75\|16.29\|19618;2026-09-21\|16.53\|0.92\|16.40\|16.67\|16.40\|21660;2026-09-22\|16.60\|0.42\|16.69\|16.69\|16.48\|17039;2026-09-23\|16.93\|1.99\|16.66\|16.98\|16.53\|22029;2026-09-24\|16.67\|-1.54\|16.80\|17.05\|16.61\|24822;2026-09-28\|16.40\|-1.62\|16.67\|16.80\|16.27\|17174;2026-09-29\|16.30\|-0.61\|16.40\|16.53\|16.25\|13780;2026-09-30\|16.57\|1.66\|16.39\|16.74\|16.24\|16233;2026-10-08\|16.49\|-0.48\|16.57\|16.76\|16.24\|18555;2026-10-09\|16.50\|0.06\|16.55\|16.58\|16.15\|20427;2026-10-12\|16.32\|-1.09\|16.49\|16.55\|16.13\|14474;2026-10-13\|16.06\|-1.59\|16.23\|16.32\|15.92\|20464;2026-10-14\|15.74\|-1.99\|16.00\|16.05\|15.67\|14499;2026-10-15\|15.17\|-3.62\|15.52\|15.59\|15.16\|18363;2026-10-16\|15.65\|3.16\|15.36\|15.85\|15.28\|22200;2026-10-19\|15.88\|1.47\|15.70\|15.94\|15.51\|14573;2026-10-20\|16.03\|0.94\|15.92\|16.15\|15.78\|14507;2026-10-21\|15.64\|-2.43\|16.02\|16.10\|15.63\|13935;2026-10-22\|15.67\|0.19\|15.61\|15.95\|15.58\|15914;2026-10-23\|16.45\|4.98\|15.64\|16.53\|15.27\|39889;2026-10-26\|18.10\|10.03\|16.31\|18.10\|16.23\|74486;2026-10-27\|19.91\|10.00\|17.92\|19.91\|17.81\|193812;2026-10-28\|20.81\|4.52\|19.52\|21.90\|18.95\|289513;2026-10-29\|19.75\|-5.09\|19.31\|21.44\|19.00\|234668;2026-10-30\|18.57\|-5.97\|19.28\|21.00\|18.45\|175823;2026-11-02\|20.43\|10.02\|18.41\|20.43\|17.90\|146831;2026-11-03\|19.23\|-5.87\|20.05\|20.68\|18.98\|170337;2026-11-04\|19.58\|1.82\|19.03\|19.66\|18.76\|137999;2026-11-05\|19.90\|1.63\|19.10\|20.08\|19.03\|148235;2026-11-06\|19.02\|-4.42\|19.28\|19.55\|18.86\|83411
126787	7月份社会消费品零售总额同比增长0.6%	农批市场+国企+回购注销 1、据浙江东日2025年年度报告，公司是国内为数不多的从事农批市场专业运营的国有控股上市公司，其娄桥板块市场集群已成为浙南闽北地区的农产品价格形成中心，具备显著的区位与规模优势。 2、据浙江东日2025年年度报告，公司最终控制人为温州市人民政府国有资产监督管理委员会，属于国有企业。 3、据浙江东日2026年6月26日公告，公司2026年第二次临时股东会审议通过《关于要求浙江东日股份有限公司终止2023年限制性股票激励计划暨回购注销限制性股票的议案》；据公司2026年6月9日公告，控股股东提请终止激励计划并回购注销已授予尚未解除限售的限制性股票。	1、公司主营业务收入主要来自于农副产品批发交易市场业务和生鲜食材配送业务； 2、子公司培安美此前与首都医科大学开展业务洽谈，推进脑机接口技术研发与产业化	2026-06-29\|30.16\|9.99\|27.34\|30.16\|26.17\|99664;2026-06-30\|33.18\|10.01\|31.38\|33.18\|30.68\|109144;2026-07-01\|36.50\|10.01\|35.59\|36.50\|35.18\|131806;2026-07-02\|36.15\|-0.96\|36.50\|38.98\|35.55\|316016;2026-07-03\|34.40\|-4.84\|36.50\|38.41\|34.13\|201301;2026-07-06\|33.85\|-1.60\|34.39\|35.64\|33.59\|126850;2026-07-07\|31.58\|-6.71\|33.81\|33.92\|31.49\|120874;2026-07-08\|29.99\|-5.03\|31.50\|32.78\|29.96\|109317;2026-07-09\|30.07\|0.27\|30.03\|30.82\|29.20\|85133;2026-07-10\|33.08\|10.01\|30.26\|33.08\|29.85\|80785;2026-07-13\|30.03\|-9.22\|32.75\|33.15\|30.03\|140437;2026-07-14\|29.61\|-1.40\|30.78\|31.00\|28.91\|83934;2026-07-15\|30.00\|1.32\|29.90\|31.30\|29.64\|81319;2026-07-16\|29.46\|-1.80\|30.32\|30.41\|29.30\|57826;2026-07-17\|28.36\|-3.73\|30.40\|30.40\|27.41\|93033;2026-07-20\|29.63\|4.48\|28.93\|31.20\|28.29\|156867;2026-07-21\|29.59\|-0.14\|28.82\|30.82\|28.62\|144698;2026-07-22\|29.28\|-1.05\|29.00\|29.62\|28.65\|96077;2026-07-23\|29.29\|0.03\|28.99\|29.54\|28.85\|44626;2026-07-24\|27.90\|-4.75\|29.06\|29.29\|27.88\|47270;2026-07-27\|28.85\|3.40\|28.35\|29.08\|27.63\|52766;2026-07-28\|28.60\|-0.87\|28.85\|29.38\|28.32\|50915;2026-07-29\|29.36\|2.66\|28.60\|29.87\|28.22\|69868;2026-07-30\|28.97\|-1.33\|29.90\|29.97\|28.85\|70516;2026-07-31\|29.30\|1.14\|29.00\|30.00\|28.81\|70790;2026-08-03\|29.87\|1.95\|29.26\|30.10\|28.93\|63121;2026-08-04\|30.63\|2.54\|30.47\|31.18\|29.68\|74598;2026-08-05\|31.11\|1.57\|30.80\|31.55\|30.30\|62192;2026-08-06\|30.67\|-1.41\|31.11\|31.69\|30.45\|65902;2026-08-07\|31.48\|2.64\|30.49\|31.94\|30.47\|91739;2026-08-10\|31.90\|1.33\|31.50\|32.68\|31.33\|72450;2026-08-11\|31.81\|-0.28\|31.78\|32.20\|30.92\|50080;2026-08-12\|32.01\|0.63\|31.61\|32.15\|31.58\|37316;2026-08-13\|31.47\|-1.69\|31.91\|32.35\|31.44\|48567;2026-08-14\|31.58\|0.35\|31.45\|31.88\|31.07\|36080;2026-08-17\|32.00\|1.33\|32.18\|32.45\|31.24\|58564;2026-08-18\|35.20\|10.00\|32.30\|35.20\|31.82\|108106;2026-08-19\|31.68\|-10.00\|36.01\|36.01\|31.68\|165269;2026-08-20\|30.85\|-2.62\|31.37\|31.50\|30.05\|108474;2026-08-21\|30.43\|-1.36\|30.86\|31.20\|29.78\|56242;2026-08-24\|29.69\|-2.43\|30.42\|30.52\|29.60\|51821;2026-08-25\|29.72\|0.10\|29.40\|29.85\|29.07\|41778;2026-08-26\|29.50\|-0.74\|29.72\|29.88\|29.11\|32819;2026-08-27\|30.93\|4.85\|29.55\|31.07\|29.28\|63869;2026-08-28\|30.84\|-0.29\|31.13\|31.97\|30.69\|49600;2026-08-31\|30.06\|-2.53\|30.72\|30.72\|29.61\|42429;2026-09-01\|30.02\|-0.13\|30.29\|31.00\|29.81\|42222;2026-09-02\|29.63\|-1.30\|29.81\|30.24\|29.50\|34751;2026-09-03\|29.40\|-0.78\|29.52\|29.98\|29.32\|34403;2026-09-04\|29.71\|1.05\|29.40\|30.05\|29.22\|46818;2026-09-07\|29.71\|0.00\|29.71\|30.80\|29.58\|59671;2026-09-08\|31.63\|6.46\|30.09\|32.50\|30.00\|123116;2026-09-09\|32.34\|2.24\|31.80\|32.79\|31.22\|111811;2026-09-10\|34.16\|5.63\|32.28\|34.54\|31.95\|141080;2026-09-11\|31.43\|-7.99\|33.76\|34.15\|31.11\|112572;2026-09-14\|30.38\|-3.34\|31.40\|31.60\|30.10\|55547;2026-09-15\|30.00\|-1.25\|30.25\|30.49\|29.80\|40665;2026-09-16\|30.18\|0.70\|30.25\|30.84\|29.80\|35151;2026-09-17\|30.72\|1.79\|30.18\|31.55\|29.73\|50747;2026-09-18\|30.21\|-1.66\|30.97\|30.97\|30.21\|40850;2026-09-21\|30.29\|0.26\|30.33\|30.91\|30.18\|40638;2026-09-22\|29.97\|-1.06\|30.18\|30.58\|29.94\|39466;2026-09-23\|29.85\|-0.40\|29.97\|30.25\|29.70\|34293;2026-09-24\|29.10\|-2.51\|29.85\|30.17\|29.10\|32811;2026-09-28\|28.20\|-3.09\|29.10\|29.18\|27.86\|31783;2026-09-29\|27.86\|-1.21\|28.20\|28.26\|27.51\|21200;2026-09-30\|27.99\|0.47\|27.89\|28.38\|27.86\|21674;2026-10-08\|28.12\|0.46\|28.86\|29.42\|28.00\|40525;2026-10-09\|28.81\|2.45\|28.12\|29.13\|27.77\|46762;2026-10-12\|27.57\|-4.30\|28.94\|29.18\|27.43\|46052;2026-10-13\|28.55\|3.55\|27.38\|28.88\|27.02\|45626;2026-10-14\|27.53\|-3.57\|28.49\|28.69\|27.39\|32358;2026-10-15\|26.51\|-3.71\|27.02\|27.13\|26.50\|29608;2026-10-16\|27.06\|2.07\|26.89\|27.84\|26.75\|35335;2026-10-19\|27.40\|1.26\|27.09\|27.71\|26.75\|28193;2026-10-20\|27.11\|-1.06\|27.40\|27.47\|26.76\|23317;2026-10-21\|27.48\|1.36\|27.04\|27.96\|27.04\|25542;2026-10-22\|26.88\|-2.18\|27.48\|27.63\|26.85\|22435;2026-10-23\|26.18\|-2.60\|26.55\|26.75\|24.22\|70213;2026-10-26\|26.03\|-0.57\|26.17\|26.34\|25.55\|33754;2026-10-27\|24.15\|-7.22\|26.04\|26.55\|24.11\|54272;2026-10-28\|24.02\|-0.54\|24.05\|24.70\|23.70\|56717;2026-10-29\|22.38\|-6.83\|23.78\|23.78\|22.29\|103835;2026-10-30\|24.62\|10.01\|22.00\|24.62\|21.41\|93719;2026-11-02\|24.89\|1.10\|25.95\|26.00\|22.50\|154405;2026-11-03\|24.29\|-2.41\|24.77\|25.81\|24.05\|94533;2026-11-04\|24.49\|0.82\|24.29\|24.82\|23.68\|73269;2026-11-05\|24.70\|0.86\|24.30\|25.03\|24.30\|43389;2026-11-06\|24.04\|-2.67\|23.84\|24.60\|23.81\|36096
126786	英伟达CPO交换机全面量产	涨停揭秘：公司大功率射频电子管在光刻机、可控核聚变领域批量供货，氮化铝超高热导基板已用于激光热沉及车规IGBT，2025年营收16.35亿元、归母净利1.62亿元同比增57.67%；涨停缘由：可控核聚变装置兆瓦级电子管订单有序交付；国产光刻机客户验证通过并批量供货；230W/m·k氮化铝基板实现AI服务器与车规IGBT高端应用；资金逻辑：资金聚焦硬科技国产替代主线，叠加年报高增长与近一年9次涨停的强势股属性，机构调研密集催化短期做多情绪；风险提示：电子管及陶瓷基板业务占比仍待提升，下游设备厂商验证周期长，业绩兑现存在节奏性波动风险	1）参股子公司储翰科技是一家专注于接入网光模块和光组件生产及销售的高新技术企业，拥有从芯片封装到光电器件到光电模块的垂直整合产品线； 2）子公司成都旭瓷具备商用氮化铝全产业链的量产能力，产品涵盖氮化铝粉体(原粉，造粒粉，填料粉)、氮化铝基板、氮化铝结构件、氮化铝高温共烧陶瓷(HTCC)及高端功能器件(陶瓷管壳、加热器、光通信器件、TR组件)，产品被广泛应用于新能源汽车、半导体装备、大功率电力电子模块等高端制造领域，以及低轨卫星、船舶导航等国家战略场景	2026-06-29\|43.18\|-10.00\|48.50\|48.50\|43.18\|429590;2026-06-30\|45.60\|5.60\|42.64\|45.66\|38.87\|729337;2026-07-01\|42.80\|-6.14\|44.00\|45.34\|42.16\|443396;2026-07-02\|42.30\|-1.17\|41.00\|44.73\|38.90\|432356;2026-07-03\|44.53\|5.27\|42.30\|46.44\|42.26\|411625;2026-07-06\|45.20\|1.50\|45.46\|47.90\|43.98\|531111;2026-07-07\|40.68\|-10.00\|45.55\|46.00\|40.68\|456970;2026-07-08\|37.16\|-8.65\|40.01\|41.30\|36.61\|534550;2026-07-09\|40.88\|10.01\|37.43\|40.88\|37.42\|259136;2026-07-10\|42.20\|3.23\|43.96\|44.97\|42.11\|702410;2026-07-13\|38.19\|-9.50\|43.04\|45.23\|37.98\|704958;2026-07-14\|41.28\|8.09\|38.95\|41.30\|37.10\|513372;2026-07-15\|37.15\|-10.00\|42.05\|42.28\|37.15\|475855;2026-07-16\|33.44\|-9.99\|35.14\|36.58\|33.44\|419138;2026-07-17\|30.10\|-9.99\|33.79\|33.84\|30.10\|512026;2026-07-20\|27.09\|-10.00\|31.30\|31.50\|27.09\|397160;2026-07-21\|28.62\|5.65\|27.30\|29.00\|24.38\|742004;2026-07-22\|27.15\|-5.14\|28.00\|30.07\|26.50\|519579;2026-07-23\|26.59\|-2.06\|27.27\|28.37\|26.23\|384891;2026-07-24\|26.48\|-0.41\|26.45\|28.00\|25.62\|360125;2026-07-27\|27.62\|4.31\|26.49\|27.80\|25.34\|413423;2026-07-28\|25.01\|-9.45\|27.09\|27.73\|24.86\|357029;2026-07-29\|23.96\|-4.20\|24.80\|25.27\|22.92\|522669;2026-07-30\|21.56\|-10.02\|24.20\|24.28\|21.56\|391870;2026-07-31\|22.11\|2.55\|23.00\|23.72\|22.06\|574915;2026-08-03\|21.05\|-4.79\|22.05\|22.33\|20.72\|445130;2026-08-04\|23.16\|10.02\|21.40\|23.16\|20.88\|327911;2026-08-05\|25.37\|9.54\|23.22\|25.48\|22.80\|547579;2026-08-06\|26.48\|4.38\|25.02\|27.12\|24.81\|584320;2026-08-07\|28.03\|5.85\|26.75\|28.73\|26.08\|607591;2026-08-10\|27.30\|-2.60\|28.28\|28.35\|26.04\|552608;2026-08-11\|29.40\|7.69\|27.18\|30.03\|26.69\|746117;2026-08-12\|29.09\|-1.05\|29.32\|30.10\|28.40\|890903;2026-08-13\|28.21\|-3.03\|29.46\|30.26\|28.16\|657221;2026-08-14\|31.03\|10.00\|28.90\|31.03\|28.22\|693415;2026-08-17\|34.13\|9.99\|33.00\|34.13\|33.00\|326184;2026-08-18\|37.54\|9.99\|36.00\|37.54\|35.83\|650651;2026-08-19\|33.79\|-9.99\|36.52\|38.10\|33.79\|1064946;2026-08-20\|34.80\|2.99\|33.10\|37.17\|32.52\|1058794;2026-08-21\|38.28\|10.00\|34.80\|38.28\|33.50\|1021860;2026-08-24\|37.02\|-3.29\|39.28\|39.35\|34.45\|1113476;2026-08-25\|35.31\|-4.62\|35.46\|36.95\|34.90\|829528;2026-08-26\|34.55\|-2.15\|35.20\|35.27\|32.65\|756250;2026-08-27\|37.24\|7.79\|35.00\|37.80\|33.52\|890526;2026-08-28\|34.63\|-7.01\|37.13\|37.49\|34.56\|735748;2026-08-31\|36.60\|5.69\|34.41\|36.74\|33.40\|744525;2026-09-01\|33.68\|-7.98\|36.50\|36.78\|33.50\|655122;2026-09-02\|33.08\|-1.78\|32.77\|33.58\|32.20\|457850;2026-09-03\|33.93\|2.57\|34.30\|34.59\|32.34\|563091;2026-09-04\|31.25\|-7.90\|33.97\|34.40\|30.89\|630833;2026-09-07\|33.09\|5.89\|31.90\|33.66\|31.51\|584802;2026-09-08\|31.73\|-4.11\|33.48\|33.50\|31.41\|465265;2026-09-09\|32.37\|2.02\|32.28\|34.21\|32.00\|521648;2026-09-10\|31.80\|-1.76\|32.00\|33.10\|31.65\|368697;2026-09-11\|31.18\|-1.95\|31.00\|32.28\|29.82\|456855;2026-09-14\|33.20\|6.48\|30.64\|33.50\|29.64\|660013;2026-09-15\|32.75\|-1.36\|33.46\|33.88\|32.20\|484469;2026-09-16\|34.03\|3.91\|32.90\|34.86\|32.37\|684176;2026-09-17\|33.88\|-0.44\|34.00\|35.49\|33.32\|632894;2026-09-18\|34.53\|1.92\|35.20\|35.85\|33.14\|614634;2026-09-21\|33.64\|-2.58\|34.54\|35.10\|33.51\|592266;2026-09-22\|33.32\|-0.95\|33.96\|35.49\|33.03\|552114;2026-09-23\|33.45\|0.39\|33.20\|34.55\|32.55\|519067;2026-09-24\|32.57\|-2.63\|33.19\|34.78\|32.13\|795174;2026-09-28\|29.31\|-10.01\|31.77\|32.20\|29.31\|480600;2026-09-29\|29.30\|-0.03\|29.00\|29.75\|28.73\|347002;2026-09-30\|28.68\|-2.12\|29.50\|30.05\|28.45\|329657;2026-10-08\|27.55\|-3.94\|28.45\|28.95\|27.23\|312338;2026-10-09\|26.41\|-4.14\|27.20\|27.35\|24.95\|456696;2026-10-12\|24.82\|-6.02\|26.31\|26.31\|24.77\|309039;2026-10-13\|25.41\|2.38\|24.24\|25.86\|23.12\|361148;2026-10-14\|24.50\|-3.58\|25.40\|25.66\|24.43\|233559;2026-10-15\|23.27\|-5.02\|23.58\|23.88\|22.88\|299209;2026-10-16\|22.98\|-1.25\|23.85\|24.01\|22.75\|272846;2026-10-19\|23.02\|0.17\|22.77\|23.44\|21.75\|285552;2026-10-20\|24.08\|4.60\|23.02\|24.86\|22.70\|408512;2026-10-21\|24.29\|0.87\|24.36\|25.14\|23.90\|335765;2026-10-22\|22.79\|-6.18\|24.41\|24.55\|22.78\|336456;2026-10-23\|23.07\|1.23\|22.59\|23.13\|20.72\|425103;2026-10-26\|22.24\|-3.60\|22.93\|23.01\|22.06\|279172;2026-10-27\|21.50\|-3.33\|22.88\|23.05\|21.48\|234117;2026-10-28\|22.39\|4.14\|21.88\|22.58\|21.50\|332493;2026-10-29\|20.69\|-7.59\|22.27\|22.33\|20.61\|379393;2026-10-30\|18.70\|-9.62\|19.69\|20.45\|18.62\|520620;2026-11-02\|19.14\|2.35\|19.07\|19.54\|18.35\|404433;2026-11-03\|17.83\|-6.84\|18.75\|19.23\|17.68\|348216;2026-11-04\|19.16\|7.46\|17.83\|19.19\|16.81\|546584;2026-11-05\|19.62\|2.40\|18.60\|20.27\|18.51\|448863;2026-11-06\|18.69\|-4.74\|18.58\|19.10\|17.89\|364335
126785	摩根大通：下一轮全球粮食危机可能正在酝酿之中	粮食概念+大豆+玉米+国企行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2026年3月21日年报，公司是我国规模较大的种植业上市公司和重要的商品粮生产基地，主要生产水稻、玉米、大豆等农产品。 2、据同花顺iFinD数据，公司涉及大豆、玉米概念，主要从事水稻、大豆、玉米等粮食作物的生产、销售。 3、据同花顺iFinD数据，公司实际控制人为中华人民共和国农业农村部，属于国有企业。	公司国内规模最大、现代化水平最高的种植业上市公司，年产水稻、玉米、大豆等优质农作物120亿斤；拥有土地面积最大的上市公司	2026-06-29\|10.87\|0.74\|10.75\|11.08\|10.46\|428352;2026-06-30\|10.84\|-0.28\|10.84\|11.18\|10.78\|291604;2026-07-01\|11.03\|1.75\|10.83\|11.10\|10.70\|289623;2026-07-02\|11.25\|1.99\|11.00\|11.35\|10.98\|329692;2026-07-03\|11.35\|0.89\|11.16\|11.39\|11.15\|245109;2026-07-06\|11.55\|1.76\|11.34\|11.64\|11.28\|262451;2026-07-07\|11.30\|-2.16\|11.59\|11.61\|11.27\|325473;2026-07-08\|11.75\|3.98\|11.30\|11.81\|11.24\|341246;2026-07-09\|11.93\|1.53\|11.57\|11.99\|11.38\|333015;2026-07-10\|11.92\|-0.08\|11.75\|11.96\|11.66\|256555;2026-07-13\|11.79\|-1.09\|11.92\|12.05\|11.72\|240500;2026-07-14\|11.45\|-2.88\|11.63\|11.72\|11.30\|362670;2026-07-15\|11.56\|0.96\|11.34\|11.70\|11.26\|254065;2026-07-16\|11.43\|-1.12\|11.51\|11.66\|11.37\|211464;2026-07-17\|11.36\|-0.61\|11.41\|11.50\|11.32\|290146;2026-07-20\|11.65\|2.55\|11.30\|11.69\|11.30\|286606;2026-07-21\|11.54\|-0.94\|11.53\|11.81\|11.47\|241233;2026-07-22\|11.99\|3.90\|11.52\|12.01\|11.44\|337220;2026-07-23\|12.07\|0.67\|11.92\|12.10\|11.87\|249669;2026-07-24\|11.91\|-1.33\|12.02\|12.22\|11.86\|227049;2026-07-27\|12.03\|1.01\|11.80\|12.05\|11.76\|182618;2026-07-28\|11.95\|-0.67\|11.99\|12.03\|11.86\|142820;2026-07-29\|12.20\|2.09\|11.97\|12.29\|11.97\|236922;2026-07-30\|12.41\|1.72\|12.19\|12.68\|12.16\|233720;2026-07-31\|12.35\|-0.48\|12.29\|12.48\|12.20\|220653;2026-08-03\|12.43\|0.65\|12.34\|12.55\|12.28\|182782;2026-08-04\|12.28\|-1.21\|12.40\|12.46\|12.21\|180807;2026-08-05\|12.17\|-0.90\|12.26\|12.29\|12.07\|161508;2026-08-06\|12.20\|0.25\|12.17\|12.35\|12.05\|250170;2026-08-07\|12.06\|-1.15\|12.12\|12.15\|11.90\|222068;2026-08-10\|12.21\|1.24\|12.01\|12.31\|11.98\|254992;2026-08-11\|12.04\|-1.39\|12.18\|12.27\|12.01\|176050;2026-08-12\|12.05\|0.08\|11.98\|12.07\|11.95\|125075;2026-08-13\|12.05\|0.00\|12.04\|12.06\|11.82\|251154;2026-08-14\|11.85\|-1.66\|11.98\|12.05\|11.76\|219308;2026-08-17\|12.24\|3.29\|11.95\|12.34\|11.93\|419178;2026-08-18\|13.46\|9.97\|12.24\|13.46\|12.20\|1024278;2026-08-19\|13.86\|2.97\|13.57\|14.22\|12.89\|1495574;2026-08-20\|13.31\|-3.97\|13.09\|13.90\|12.63\|1005417;2026-08-21\|12.52\|-5.94\|13.15\|13.18\|12.44\|644930;2026-08-24\|12.77\|2.00\|12.46\|12.86\|12.28\|586983;2026-08-25\|13.18\|3.21\|12.52\|13.84\|12.52\|743310;2026-08-26\|13.04\|-1.06\|12.97\|13.41\|12.95\|474389;2026-08-27\|13.56\|3.99\|13.22\|13.60\|13.15\|608884;2026-08-28\|13.42\|-1.03\|13.31\|13.72\|13.19\|538912;2026-08-31\|12.90\|-3.87\|13.43\|13.88\|12.88\|685342;2026-09-01\|13.86\|7.44\|13.01\|14.07\|12.96\|1094442;2026-09-02\|12.67\|-8.59\|13.51\|13.57\|12.57\|885379;2026-09-03\|12.66\|-0.08\|12.66\|12.85\|12.44\|470025;2026-09-04\|13.11\|3.55\|12.52\|13.26\|12.41\|711537;2026-09-07\|13.31\|1.53\|13.16\|13.43\|13.13\|492444;2026-09-08\|14.06\|5.63\|13.34\|14.59\|13.33\|1144890;2026-09-09\|13.92\|-1.00\|14.05\|14.25\|13.77\|735273;2026-09-10\|13.45\|-3.38\|13.93\|14.03\|13.39\|506897;2026-09-11\|13.04\|-3.05\|13.53\|13.59\|12.97\|484491;2026-09-14\|12.68\|-2.76\|12.89\|13.10\|12.58\|376449;2026-09-15\|12.33\|-2.76\|12.70\|12.73\|12.32\|327155;2026-09-16\|12.46\|1.05\|12.33\|12.49\|12.20\|209386;2026-09-17\|12.57\|0.88\|12.42\|12.83\|12.32\|378574;2026-09-18\|12.64\|0.56\|12.37\|12.75\|12.36\|336244;2026-09-21\|12.82\|1.42\|12.59\|12.85\|12.50\|277374;2026-09-22\|13.10\|2.18\|12.81\|13.42\|12.71\|434784;2026-09-23\|12.76\|-2.60\|13.05\|13.08\|12.72\|202602;2026-09-24\|12.49\|-2.12\|12.77\|12.93\|12.48\|193593;2026-09-28\|12.36\|-1.04\|12.55\|12.58\|11.99\|296690;2026-09-29\|12.42\|0.49\|12.29\|12.77\|12.28\|186852;2026-09-30\|12.63\|1.69\|12.45\|12.74\|12.38\|159804;2026-10-08\|12.64\|0.08\|12.68\|12.83\|12.55\|156689;2026-10-09\|13.16\|4.11\|12.70\|13.21\|12.60\|401236;2026-10-12\|12.73\|-3.27\|13.08\|13.34\|12.68\|335972;2026-10-13\|13.13\|3.14\|12.61\|13.26\|12.60\|363640;2026-10-14\|13.13\|0.00\|13.05\|13.32\|12.92\|221726;2026-10-15\|13.13\|0.00\|12.98\|13.22\|12.90\|246782;2026-10-16\|13.24\|0.84\|13.15\|13.49\|13.10\|222423;2026-10-19\|13.33\|0.68\|13.20\|13.48\|12.98\|200941;2026-10-20\|13.63\|2.25\|13.31\|13.69\|13.30\|296216;2026-10-21\|13.66\|0.22\|13.55\|13.86\|13.53\|188251;2026-10-22\|13.76\|0.73\|13.79\|13.95\|13.64\|260295;2026-10-23\|13.88\|0.87\|13.70\|13.92\|13.60\|272208;2026-10-26\|13.84\|-0.29\|13.81\|13.93\|13.68\|170524;2026-10-27\|13.35\|-3.54\|13.78\|13.93\|13.30\|222254;2026-10-28\|13.46\|0.82\|13.35\|13.60\|13.29\|148618;2026-10-29\|13.40\|-0.45\|13.35\|13.50\|13.10\|215100;2026-10-30\|13.22\|-1.34\|13.41\|13.41\|13.13\|118708;2026-11-02\|13.68\|3.48\|13.23\|13.78\|13.15\|255632;2026-11-03\|13.87\|1.39\|13.67\|13.95\|13.58\|174388;2026-11-04\|13.90\|0.22\|13.85\|14.06\|13.76\|217642;2026-11-05\|13.60\|-2.16\|13.95\|14.01\|13.41\|259131;2026-11-06\|13.73\|0.96\|13.46\|13.84\|13.42\|205613
126784	宇树科技上市在即	机器人布局+减速器结构件+可转债回购 1、据2026年5月22日互动易及2026年5月8日投资者关系活动记录表，公司积极布局机器人减速器金属结构件赛道，已与多家头部减速器厂商及机器人整机企业建立业务联系，完成多款产品送样验证并通过重点客户现场审厂考核，项目一期已引进高精度进口加工机床。 2、据2026年7月28日公告，公司披露以集中竞价交易方式回购股份的回购报告书；据2026年7月3日公告，公司向不特定对象发行可转换公司债券上市，拟募集资金用于核心零部件产能提升。 3、据2026年4月9日年报，公司2025年实现营收41.27亿元，同比增长7.83%，净利润5.63亿元，同比增长24.57%，盈利效率明显增强，经营业绩创历史新高。	白色家电压缩机零部件行业龙头；公司成立全资子公司华翔智创（上海）机器人科技有限公司，涉足智能机器人研发、制造和销售领域	2026-06-29\|16.35\|-3.99\|17.21\|17.21\|16.28\|81307;2026-06-30\|16.73\|2.32\|16.23\|16.80\|16.05\|91723;2026-07-01\|16.70\|-0.18\|16.64\|16.98\|16.49\|61695;2026-07-02\|16.51\|-1.14\|16.63\|17.23\|16.45\|84006;2026-07-03\|17.31\|4.85\|16.69\|17.47\|16.68\|84321;2026-07-06\|16.47\|-4.85\|17.31\|17.40\|16.43\|94114;2026-07-07\|16.00\|-2.85\|16.43\|16.67\|15.94\|57684;2026-07-08\|15.90\|-0.62\|16.02\|16.43\|15.90\|62369;2026-07-09\|16.21\|1.95\|15.87\|16.21\|15.47\|57172;2026-07-10\|15.97\|-1.48\|16.16\|16.39\|15.90\|50945;2026-07-13\|15.50\|-2.94\|16.16\|16.16\|15.42\|58873;2026-07-14\|15.33\|-1.10\|15.50\|15.58\|14.90\|65176;2026-07-15\|15.02\|-2.02\|15.29\|15.42\|14.91\|66283;2026-07-16\|14.69\|-2.20\|15.02\|15.07\|14.62\|45048;2026-07-17\|14.13\|-3.81\|14.70\|14.75\|13.87\|74447;2026-07-20\|13.38\|-5.31\|14.13\|14.45\|13.10\|107176;2026-07-21\|13.70\|2.39\|13.43\|14.00\|12.91\|98212;2026-07-22\|13.47\|-1.68\|13.71\|13.77\|13.32\|67903;2026-07-23\|13.88\|3.04\|13.43\|13.88\|13.38\|44023;2026-07-24\|13.55\|-2.38\|13.80\|13.90\|13.43\|29374;2026-07-27\|14.50\|7.01\|13.55\|14.58\|13.50\|113143;2026-07-28\|14.21\|-2.00\|14.31\|14.75\|14.18\|78232;2026-07-29\|14.04\|-1.20\|14.21\|14.41\|13.88\|56626;2026-07-30\|13.92\|-0.85\|14.00\|14.19\|13.70\|41972;2026-07-31\|14.54\|4.45\|14.18\|14.66\|14.06\|67460;2026-08-03\|14.52\|-0.14\|14.56\|14.72\|14.37\|41414;2026-08-04\|14.69\|1.17\|14.55\|14.83\|14.53\|42535;2026-08-05\|15.22\|3.61\|14.72\|15.39\|14.65\|67788;2026-08-06\|15.20\|-0.13\|15.26\|15.45\|14.97\|46022;2026-08-07\|15.04\|-1.05\|15.18\|15.27\|14.88\|42436;2026-08-10\|15.60\|3.72\|15.03\|15.65\|15.00\|67573;2026-08-11\|15.45\|-0.96\|15.55\|15.67\|15.29\|34349;2026-08-12\|15.44\|-0.06\|15.49\|15.70\|15.38\|30854;2026-08-13\|15.06\|-2.46\|15.47\|15.50\|15.05\|33947;2026-08-14\|14.92\|-0.93\|15.06\|15.16\|14.72\|33815;2026-08-17\|15.08\|1.07\|14.97\|15.27\|14.73\|51989;2026-08-18\|16.59\|10.01\|15.08\|16.59\|15.00\|199275;2026-08-19\|16.15\|-2.65\|16.56\|17.22\|15.95\|270875;2026-08-20\|16.08\|-0.43\|16.07\|16.72\|15.91\|120529;2026-08-21\|16.25\|1.06\|16.07\|16.45\|15.50\|129172;2026-08-24\|15.96\|-1.78\|16.26\|16.44\|15.87\|89152;2026-08-25\|16.46\|3.13\|15.80\|16.60\|15.45\|143336;2026-08-26\|15.70\|-4.62\|16.08\|16.70\|15.48\|145955;2026-08-27\|15.89\|1.21\|15.55\|16.10\|15.23\|152303;2026-08-28\|16.29\|2.52\|16.04\|16.59\|15.79\|158308;2026-08-31\|16.92\|3.87\|16.30\|17.37\|16.23\|197112;2026-09-01\|16.33\|-3.49\|17.00\|17.17\|16.15\|172175;2026-09-02\|16.89\|3.43\|16.23\|17.15\|15.85\|213954;2026-09-03\|17.18\|1.72\|16.83\|17.48\|16.70\|180609;2026-09-04\|16.41\|-4.48\|17.15\|17.25\|16.31\|154355;2026-09-07\|17.34\|5.67\|16.50\|17.48\|16.35\|158871;2026-09-08\|17.02\|-1.85\|17.26\|17.34\|16.78\|116913;2026-09-09\|17.33\|1.82\|16.85\|17.38\|16.25\|190518;2026-09-10\|16.79\|-3.12\|17.08\|17.15\|16.75\|96030;2026-09-11\|16.33\|-2.74\|16.70\|16.70\|16.00\|100245;2026-09-14\|15.85\|-2.94\|16.17\|16.17\|15.60\|112001;2026-09-15\|16.62\|4.86\|15.74\|16.83\|15.70\|148943;2026-09-16\|16.39\|-1.38\|16.45\|16.66\|15.86\|110225;2026-09-17\|17.00\|3.72\|16.35\|17.29\|16.28\|186221;2026-09-18\|16.68\|-1.88\|17.12\|17.25\|16.40\|134041;2026-09-21\|17.63\|5.70\|16.75\|17.96\|16.69\|252517;2026-09-22\|17.64\|0.06\|17.63\|18.04\|17.55\|131820;2026-09-23\|17.61\|-0.17\|17.68\|17.80\|17.47\|81675;2026-09-24\|17.56\|-0.28\|17.58\|17.99\|17.43\|82516;2026-09-28\|16.61\|-5.41\|17.41\|17.50\|16.50\|115148;2026-09-29\|16.67\|0.36\|16.50\|16.88\|16.40\|46823;2026-09-30\|16.55\|-0.72\|16.68\|16.97\|16.51\|48122;2026-10-08\|16.65\|0.60\|16.70\|17.23\|16.42\|74787;2026-10-09\|16.45\|-1.20\|16.68\|16.81\|15.66\|92295;2026-10-12\|16.22\|-1.40\|16.43\|16.74\|16.16\|50055;2026-10-13\|16.15\|-0.43\|16.01\|16.27\|15.50\|58029;2026-10-14\|15.41\|-4.58\|16.08\|16.12\|15.15\|66730;2026-10-15\|14.53\|-5.71\|15.00\|15.08\|14.50\|76494;2026-10-16\|14.81\|1.93\|14.75\|14.99\|14.50\|39089;2026-10-19\|15.15\|2.30\|14.69\|15.20\|14.41\|34546;2026-10-20\|15.60\|2.97\|15.10\|15.62\|15.03\|43915;2026-10-21\|15.24\|-2.31\|15.75\|15.85\|15.10\|44241;2026-10-22\|14.78\|-3.02\|15.26\|15.30\|14.78\|31207;2026-10-23\|15.06\|1.89\|14.78\|15.22\|14.10\|63083;2026-10-26\|14.09\|-6.44\|14.93\|15.05\|13.91\|115133;2026-10-27\|13.62\|-3.34\|14.20\|14.35\|13.59\|61692;2026-10-28\|14.47\|6.24\|13.67\|14.94\|13.55\|107120;2026-10-29\|14.21\|-1.80\|14.45\|14.69\|13.90\|69018;2026-10-30\|14.94\|5.14\|13.91\|15.63\|13.88\|177236;2026-11-02\|15.24\|2.01\|14.94\|15.40\|14.57\|128098;2026-11-03\|14.98\|-1.71\|15.22\|15.48\|14.92\|75103;2026-11-04\|15.11\|0.87\|15.01\|15.50\|14.90\|67028;2026-11-05\|15.29\|1.19\|15.11\|15.42\|14.81\|72239;2026-11-06\|15.35\|0.39\|14.60\|15.65\|14.55\|97284
126783	中信证券：玻璃基板有望成为解决当前先进封装瓶颈的重要工艺	玻璃基板上游+MLCC上游+碳酸锶+青岛国资行业原因： 1、近日，国务院常务会议审议通过《矿产资源法实施条例》，将稀土、钨、锂、钴、镓、锗等36种关键矿产正式列入国家战略性矿产资源目录，自6月15日起施行。 2、AI与半导体带动钼、钨、镓、锗、锡等刚需放量，量价齐升逻辑强化。公司原因： 1、据2026年5月27日机构调研，锶盐产品下游应用于液晶玻璃基板等行业，钡盐产品下游应用于电子元器件、液晶和光学玻璃基板等。据2025年8月27日互动易，公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业，同时作为生产MLCC所需的高纯钛酸钡重要原材料，可满足MLCC介质层要求。 2、据2026年6月5日投资者关系活动记录表，控股子公司重庆瑞得思达锶盐项目第一条生产线已正常投产，正筹备第二条生产线试生产；项目投产后将年产精细碳酸锶5.32万吨、电子级碳酸锶0.5万吨、氢氧化锶0.3万吨。 3、据2025年年报，公司碳酸钡产能规模及产量位居行业首位，主营业务为钡盐、锶盐和锰系产品的研发、生产和销售；公司最终控制人为青岛市人民政府国有资产监督管理委员会。	公司生产的高纯碳酸钡产品以更低杂质和纳米级粒径管控主要应用在液晶玻璃基板行业；康宁为公司直接客户	2026-06-29\|57.21\|-1.84\|58.71\|61.68\|55.01\|748813;2026-06-30\|62.93\|10.00\|56.88\|62.93\|56.88\|425266;2026-07-01\|63.80\|1.38\|62.66\|64.30\|59.11\|655824;2026-07-02\|58.28\|-8.65\|59.00\|63.55\|57.42\|631152;2026-07-03\|52.98\|-9.09\|56.00\|57.59\|52.71\|470064;2026-07-06\|47.68\|-10.00\|52.02\|54.29\|47.68\|429950;2026-07-07\|45.68\|-4.19\|47.65\|48.78\|45.45\|339015;2026-07-08\|42.66\|-6.61\|45.89\|46.48\|42.65\|354169;2026-07-09\|43.27\|1.43\|43.51\|45.00\|40.70\|340708;2026-07-10\|41.18\|-4.83\|43.34\|44.80\|41.11\|319364;2026-07-13\|37.70\|-8.45\|40.15\|41.08\|37.52\|280109;2026-07-14\|39.82\|5.62\|38.45\|40.71\|37.18\|279616;2026-07-15\|36.62\|-8.04\|40.56\|40.65\|36.58\|253604;2026-07-16\|34.66\|-5.35\|35.81\|37.25\|34.40\|211732;2026-07-17\|32.88\|-5.14\|35.35\|37.09\|32.67\|321862;2026-07-20\|29.59\|-10.01\|33.54\|33.83\|29.59\|265075;2026-07-21\|31.27\|5.68\|29.59\|31.50\|26.63\|423617;2026-07-22\|30.23\|-3.33\|30.75\|31.66\|29.60\|293875;2026-07-23\|30.94\|2.35\|30.73\|31.90\|29.89\|249549;2026-07-24\|29.60\|-4.33\|29.94\|31.39\|29.36\|174084;2026-07-27\|31.19\|5.37\|30.03\|31.20\|28.80\|193072;2026-07-28\|28.88\|-7.41\|30.93\|31.43\|28.28\|246931;2026-07-29\|28.62\|-0.90\|28.67\|29.04\|27.47\|237782;2026-07-30\|26.95\|-5.84\|28.62\|29.38\|25.93\|270349;2026-07-31\|26.99\|0.15\|28.57\|29.08\|26.92\|264867;2026-08-03\|25.62\|-5.08\|26.96\|27.12\|25.40\|258472;2026-08-04\|27.20\|6.17\|25.98\|27.51\|25.18\|249782;2026-08-05\|29.92\|10.00\|27.24\|29.92\|27.24\|256500;2026-08-06\|31.49\|5.25\|30.38\|31.95\|29.96\|581004;2026-08-07\|32.96\|4.67\|31.91\|33.50\|31.75\|571095;2026-08-10\|33.10\|0.42\|33.49\|34.11\|31.83\|475489;2026-08-11\|33.75\|1.96\|32.90\|35.38\|32.42\|577756;2026-08-12\|33.46\|-0.86\|33.66\|33.87\|32.52\|385878;2026-08-13\|33.01\|-1.34\|33.90\|34.60\|33.00\|347158;2026-08-14\|33.63\|1.88\|33.16\|33.79\|32.85\|237671;2026-08-17\|34.75\|3.33\|33.76\|35.13\|33.47\|321731;2026-08-18\|38.23\|10.01\|35.50\|38.23\|35.49\|563790;2026-08-19\|39.88\|4.32\|37.00\|40.88\|36.36\|925574;2026-08-20\|35.89\|-10.01\|38.50\|38.55\|35.89\|647990;2026-08-21\|34.68\|-3.37\|34.17\|35.79\|33.51\|477802;2026-08-24\|38.15\|10.01\|34.95\|38.15\|33.57\|756575;2026-08-25\|38.27\|0.31\|38.15\|40.38\|36.36\|878201;2026-08-26\|39.17\|2.35\|38.86\|40.13\|36.88\|708626;2026-08-27\|40.50\|3.40\|39.19\|40.72\|38.95\|703310;2026-08-28\|42.10\|3.95\|39.60\|43.66\|39.00\|787352;2026-08-31\|41.07\|-2.45\|40.50\|41.54\|40.04\|473981;2026-09-01\|37.96\|-7.57\|40.59\|40.59\|37.39\|465513;2026-09-02\|38.39\|1.13\|37.03\|39.36\|37.02\|349894;2026-09-03\|38.56\|0.44\|38.00\|39.16\|37.30\|329694;2026-09-04\|35.18\|-8.77\|38.20\|38.45\|34.71\|461863;2026-09-07\|36.03\|2.50\|35.16\|36.49\|34.84\|287773;2026-09-08\|35.46\|-1.58\|36.10\|36.71\|35.00\|285371;2026-09-09\|34.99\|-1.33\|35.71\|36.38\|34.55\|262632;2026-09-10\|35.09\|0.29\|34.50\|35.83\|34.16\|220278;2026-09-11\|34.33\|-2.17\|34.29\|35.34\|32.92\|285628;2026-09-14\|35.30\|2.83\|34.00\|35.60\|33.41\|263791;2026-09-15\|35.44\|0.40\|35.00\|35.89\|34.81\|250788;2026-09-16\|36.37\|2.62\|35.30\|36.76\|34.72\|297159;2026-09-17\|36.24\|-0.36\|36.00\|37.69\|35.92\|400010;2026-09-18\|38.00\|4.86\|36.73\|38.00\|35.44\|475162;2026-09-21\|37.62\|-1.00\|39.00\|39.20\|37.40\|467855;2026-09-22\|38.29\|1.78\|37.85\|40.47\|37.43\|406418;2026-09-23\|39.21\|2.40\|37.65\|39.38\|37.08\|434344;2026-09-24\|36.55\|-6.78\|38.60\|38.72\|36.51\|347006;2026-09-28\|35.48\|-2.93\|36.55\|38.04\|34.41\|259873;2026-09-29\|34.59\|-2.51\|34.40\|35.30\|33.50\|191422;2026-09-30\|33.08\|-4.37\|34.59\|34.99\|33.01\|210004;2026-10-08\|32.62\|-1.39\|33.08\|33.68\|32.03\|200705;2026-10-09\|32.10\|-1.59\|32.55\|32.56\|30.46\|216618;2026-10-12\|30.54\|-4.86\|31.98\|32.09\|30.54\|146848;2026-10-13\|30.32\|-0.72\|29.63\|30.76\|28.58\|162116;2026-10-14\|29.68\|-2.11\|30.34\|31.00\|29.68\|133467;2026-10-15\|28.69\|-3.34\|28.51\|29.23\|28.30\|143547;2026-10-16\|28.17\|-1.81\|29.33\|29.48\|27.91\|122955;2026-10-19\|27.75\|-1.49\|28.05\|28.17\|26.77\|120745;2026-10-20\|28.16\|1.48\|27.68\|28.50\|27.35\|95747;2026-10-21\|28.33\|0.60\|28.30\|28.88\|28.02\|94100;2026-10-22\|28.21\|-0.42\|28.31\|28.95\|27.91\|179268;2026-10-23\|28.43\|0.78\|27.53\|28.43\|26.33\|180976;2026-10-26\|26.83\|-5.63\|28.43\|28.43\|26.78\|122317;2026-10-27\|26.76\|-0.26\|27.20\|28.33\|26.75\|160965;2026-10-28\|27.75\|3.70\|27.17\|27.97\|26.60\|140718;2026-10-29\|26.86\|-3.21\|27.45\|28.13\|26.80\|114753;2026-10-30\|25.66\|-4.47\|26.31\|27.19\|25.62\|117686;2026-11-02\|26.43\|3.00\|25.90\|26.57\|25.32\|117009;2026-11-03\|25.89\|-2.04\|26.20\|27.18\|25.67\|125643;2026-11-04\|27.41\|5.87\|25.91\|27.45\|25.22\|168023;2026-11-05\|28.06\|2.37\|26.88\|28.55\|26.85\|154746;2026-11-06\|26.78\|-4.56\|26.74\|27.36\|26.21\|112728
126782	摩根大通：下一轮全球粮食危机可能正在酝酿之中	种业+水产养殖+粮食概念行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2026年4月25日年报，公司主营优质油菜、水稻、玉米等农作物种子的选育、繁育与销售，油菜种子销售额全国居前，销售区域覆盖西南、华中、华东、华南等国内主要农作物种植区域。 2、据2026年5月13日投资者关系活动记录表，公司将水产种业、海洋水产纳入“双轮驱动”核心战略板块，2025年度水产品业务实现营业收入约4,499万元，较上年同期增长37.7倍，已形成新的营收增长点。	海南本地股；公司为国内遗传智能化育种技术领先供应商，主营产品为杂交水稻种子、玉米种子、蔬菜瓜果种子、棉花种子等	2026-06-29\|4.33\|-0.69\|4.34\|4.42\|4.23\|397147;2026-06-30\|4.32\|-0.23\|4.33\|4.36\|4.23\|397779;2026-07-01\|4.53\|4.86\|4.35\|4.64\|4.29\|746821;2026-07-02\|4.61\|1.77\|4.53\|5.02\|4.51\|1064380;2026-07-03\|4.45\|-3.47\|4.62\|4.62\|4.41\|723060;2026-07-06\|4.39\|-1.35\|4.48\|4.55\|4.38\|528824;2026-07-07\|4.20\|-4.33\|4.37\|4.40\|4.19\|482253;2026-07-08\|4.14\|-1.43\|4.20\|4.25\|4.13\|392383;2026-07-09\|4.12\|-0.48\|4.10\|4.19\|4.03\|385394;2026-07-10\|4.25\|3.16\|4.13\|4.34\|4.04\|662853;2026-07-13\|4.08\|-4.00\|4.25\|4.29\|4.07\|510063;2026-07-14\|4.29\|5.15\|4.13\|4.40\|4.13\|1090242;2026-07-15\|4.28\|-0.23\|4.18\|4.38\|4.15\|961507;2026-07-16\|4.31\|0.70\|4.21\|4.40\|4.19\|781881;2026-07-17\|4.09\|-5.10\|4.28\|4.36\|4.04\|751858;2026-07-20\|4.02\|-1.71\|4.08\|4.22\|3.98\|723222;2026-07-21\|4.07\|1.24\|4.00\|4.09\|3.82\|772963;2026-07-22\|4.17\|2.46\|4.05\|4.18\|3.99\|671081;2026-07-23\|4.39\|5.28\|4.14\|4.42\|4.09\|947785;2026-07-24\|4.10\|-6.61\|4.34\|4.41\|4.09\|758732;2026-07-27\|4.24\|3.41\|4.07\|4.26\|4.04\|528162;2026-07-28\|4.30\|1.42\|4.23\|4.40\|4.21\|635873;2026-07-29\|4.38\|1.86\|4.28\|4.42\|4.26\|725062;2026-07-30\|4.29\|-2.05\|4.36\|4.57\|4.28\|823868;2026-07-31\|4.43\|3.26\|4.25\|4.45\|4.25\|684387;2026-08-03\|4.61\|4.06\|4.51\|4.62\|4.43\|1013850;2026-08-04\|4.63\|0.43\|4.59\|4.64\|4.52\|774091;2026-08-05\|4.67\|0.86\|4.62\|4.71\|4.58\|721373;2026-08-06\|5.10\|9.21\|4.67\|5.35\|4.59\|2414719;2026-08-07\|4.91\|-3.73\|4.96\|4.99\|4.73\|2135900;2026-08-10\|4.89\|-0.41\|4.90\|4.95\|4.83\|1314690;2026-08-11\|4.79\|-2.04\|4.85\|4.90\|4.77\|879293;2026-08-12\|4.87\|1.67\|4.79\|4.89\|4.75\|878770;2026-08-13\|4.81\|-1.23\|4.83\|4.91\|4.76\|916030;2026-08-14\|4.67\|-2.91\|4.82\|4.83\|4.61\|849272;2026-08-17\|5.19\|11.13\|4.99\|5.45\|4.84\|2947162;2026-08-18\|6.23\|20.04\|5.37\|6.23\|5.30\|3909785;2026-08-19\|6.24\|0.16\|6.41\|6.78\|6.00\|4446583;2026-08-20\|6.34\|1.60\|5.93\|6.66\|5.58\|3637692;2026-08-21\|5.59\|-11.83\|6.08\|6.15\|5.55\|2670508;2026-08-24\|5.84\|4.47\|5.79\|6.08\|5.46\|2883602;2026-08-25\|6.23\|6.68\|5.92\|6.72\|5.72\|3258711;2026-08-26\|6.08\|-2.41\|6.10\|6.34\|5.96\|2609640;2026-08-27\|6.63\|9.05\|6.12\|6.80\|6.11\|3316302;2026-08-28\|6.62\|-0.15\|6.77\|7.18\|6.30\|3603501;2026-08-31\|6.29\|-4.98\|6.71\|7.05\|6.25\|3421766;2026-09-01\|7.55\|20.03\|6.28\|7.55\|6.21\|3302166;2026-09-02\|6.69\|-11.39\|7.10\|7.27\|6.67\|3722152;2026-09-03\|7.03\|5.08\|6.64\|7.07\|6.44\|3378419;2026-09-04\|7.05\|0.28\|6.63\|7.40\|6.50\|3181324;2026-09-07\|7.72\|9.50\|7.34\|8.00\|7.34\|3467276;2026-09-08\|7.68\|-0.52\|7.77\|8.33\|7.53\|3977932;2026-09-09\|7.78\|1.30\|7.49\|7.88\|7.49\|3021941;2026-09-10\|7.21\|-7.33\|7.46\|7.78\|7.18\|2448810;2026-09-11\|7.06\|-2.08\|7.09\|7.63\|6.84\|2485699;2026-09-14\|6.57\|-6.94\|6.81\|6.99\|6.36\|2417855;2026-09-15\|6.06\|-7.76\|6.42\|6.52\|6.03\|2340248;2026-09-16\|6.15\|1.49\|6.02\|6.29\|5.92\|1865234;2026-09-17\|6.68\|8.62\|6.17\|6.77\|6.07\|3055975;2026-09-18\|6.53\|-2.25\|6.26\|6.70\|6.26\|2362247;2026-09-21\|6.79\|3.98\|6.49\|6.91\|6.35\|2255505;2026-09-22\|6.70\|-1.33\|6.79\|6.96\|6.55\|1974323;2026-09-23\|6.45\|-3.73\|6.60\|6.69\|6.35\|1458661;2026-09-24\|6.17\|-4.34\|6.56\|6.59\|6.13\|1351367;2026-09-28\|5.88\|-4.70\|6.21\|6.25\|5.80\|1041537;2026-09-29\|5.79\|-1.53\|5.82\|5.90\|5.76\|867190;2026-09-30\|6.00\|3.63\|5.87\|6.11\|5.85\|1442538;2026-10-08\|6.06\|1.00\|5.99\|6.28\|5.93\|1377430;2026-10-09\|6.69\|10.40\|6.01\|6.84\|5.90\|3017823;2026-10-12\|6.16\|-7.92\|6.71\|6.88\|6.10\|2550973;2026-10-13\|6.14\|-0.32\|5.95\|6.33\|5.80\|1745713;2026-10-14\|5.78\|-5.86\|6.02\|6.16\|5.76\|1419649;2026-10-15\|5.47\|-5.36\|5.69\|5.73\|5.45\|1201425;2026-10-16\|5.53\|1.10\|5.55\|5.70\|5.47\|1250393;2026-10-19\|5.33\|-3.62\|5.39\|5.46\|5.14\|988343;2026-10-20\|5.39\|1.13\|5.34\|5.45\|5.26\|844455;2026-10-21\|5.43\|0.74\|5.36\|5.60\|5.36\|860483;2026-10-22\|5.09\|-6.26\|5.48\|5.50\|5.08\|815305;2026-10-23\|5.15\|1.18\|5.00\|5.17\|4.85\|810054;2026-10-26\|5.00\|-2.91\|5.10\|5.14\|4.94\|556789;2026-10-27\|4.93\|-1.40\|5.00\|5.18\|4.92\|713840;2026-10-28\|4.96\|0.61\|4.90\|4.98\|4.84\|630750;2026-10-29\|4.87\|-1.81\|4.94\|5.01\|4.86\|588981;2026-10-30\|4.76\|-2.26\|4.77\|4.96\|4.74\|704211;2026-11-02\|4.83\|1.47\|4.75\|4.84\|4.61\|677616;2026-11-03\|4.94\|2.28\|4.81\|5.10\|4.78\|1165245;2026-11-04\|5.14\|4.05\|4.88\|5.20\|4.81\|2070337;2026-11-05\|5.18\|0.78\|5.02\|5.27\|5.02\|1683979;2026-11-06\|5.43\|4.83\|5.15\|5.73\|5.15\|2568327
126781	宇树科技上市在即	机器人+新能源汽车+锂电工具+智能控制 1、据2025年12月10日互动易，公司设立苏州康阳机器人有限公司，围绕“电驱、电控、电池管理”布局具身智能机器人产业化。 2、据2026年4月20日年报，公司汽车电子研发部已推出新能源汽车充电枪、电子水泵无刷电机、智能线控制动电机等产品，相关精密结构件已进入北美新能源汽车龙头企业供应商体系。 3、据2026年4月20日年报，公司深耕电动工具零部件二十余年，形成智能开关、智能控制器、无刷电机一体化交付能力，产品覆盖锂电电钻、锂电割草机等。 4、据2026年7月3日互动易，公司将以核心技术积累为基础，进一步拓展新能源汽车、充电桩、无人机、液冷服务器、机器人等多个领域。	公司产品作为扫地机器人的功能部件，可以应用于扫地机器人中	2026-06-29\|53.17\|0.04\|53.89\|54.00\|50.30\|18392;2026-06-30\|54.02\|1.60\|52.39\|55.87\|52.39\|14879;2026-07-01\|54.16\|0.26\|54.50\|55.69\|53.55\|11372;2026-07-02\|54.14\|-0.04\|54.40\|55.98\|53.59\|15497;2026-07-03\|54.54\|0.74\|54.20\|55.66\|53.69\|11392;2026-07-06\|53.20\|-2.46\|55.19\|55.41\|52.89\|11343;2026-07-07\|51.88\|-2.48\|53.00\|53.71\|51.60\|8810;2026-07-08\|49.89\|-3.84\|51.88\|52.20\|49.89\|9610;2026-07-09\|51.33\|2.89\|49.89\|51.49\|48.77\|11394;2026-07-10\|51.15\|-0.35\|51.39\|52.93\|50.51\|11757;2026-07-13\|48.92\|-4.36\|51.15\|52.34\|48.68\|11756;2026-07-14\|48.98\|0.12\|48.92\|49.10\|47.09\|11128;2026-07-15\|49.84\|1.76\|49.00\|50.24\|48.50\|9235;2026-07-16\|49.21\|-1.26\|49.20\|50.97\|48.90\|9854;2026-07-17\|47.28\|-3.92\|49.00\|52.00\|47.12\|20935;2026-07-20\|33.04\|-8.70\|36.19\|36.54\|32.66\|23491;2026-07-21\|34.19\|3.48\|32.73\|34.66\|30.92\|22036;2026-07-22\|33.85\|-0.99\|33.90\|34.75\|33.60\|14644;2026-07-23\|37.24\|10.01\|33.86\|37.24\|33.85\|46267;2026-07-24\|39.90\|7.14\|37.00\|40.57\|36.07\|62006;2026-07-27\|38.95\|-2.38\|35.95\|42.00\|35.91\|85934;2026-07-28\|42.85\|10.01\|37.05\|42.85\|36.29\|79262;2026-07-29\|47.14\|10.01\|43.08\|47.14\|43.08\|85439;2026-07-30\|45.30\|-3.90\|45.18\|50.73\|43.55\|107577;2026-07-31\|42.95\|-5.19\|43.90\|45.30\|41.12\|78936;2026-08-03\|40.94\|-4.68\|42.00\|42.01\|39.61\|70837;2026-08-04\|45.03\|9.99\|41.20\|45.03\|40.60\|91999;2026-08-05\|44.97\|-0.13\|45.47\|46.79\|44.18\|96167;2026-08-06\|44.54\|-0.96\|44.18\|45.10\|43.70\|59357;2026-08-07\|43.56\|-2.20\|44.37\|44.90\|42.86\|53852;2026-08-10\|44.97\|3.24\|44.18\|45.40\|42.55\|60696;2026-08-11\|47.35\|5.29\|45.60\|47.57\|45.11\|77114;2026-08-12\|46.25\|-2.32\|46.06\|46.90\|44.60\|52872;2026-08-13\|44.61\|-3.55\|45.05\|46.03\|44.60\|39038;2026-08-14\|42.98\|-3.65\|44.13\|44.39\|42.26\|29344;2026-08-17\|43.76\|1.81\|42.85\|43.76\|42.55\|23335;2026-08-18\|48.14\|10.01\|44.00\|48.14\|43.10\|72257;2026-08-19\|47.07\|-2.22\|48.44\|49.54\|45.77\|80569;2026-08-20\|50.78\|7.88\|46.95\|51.78\|46.43\|88034;2026-08-21\|48.85\|-3.80\|49.09\|49.33\|46.01\|53996;2026-08-24\|45.49\|-6.88\|48.00\|48.50\|44.88\|44263;2026-08-25\|44.10\|-3.06\|45.00\|45.00\|42.46\|35585;2026-08-26\|46.52\|5.49\|44.42\|47.55\|44.29\|41432;2026-08-27\|45.61\|-1.96\|44.99\|46.39\|44.20\|32910;2026-08-28\|44.29\|-2.89\|46.34\|46.37\|44.25\|28616;2026-08-31\|45.78\|3.36\|43.60\|47.80\|43.53\|35342;2026-09-01\|46.10\|0.70\|45.00\|47.36\|45.00\|34452;2026-09-02\|48.38\|4.95\|45.39\|49.00\|44.92\|49839;2026-09-03\|51.20\|5.83\|48.35\|52.90\|47.92\|65756;2026-09-04\|53.60\|4.69\|51.00\|54.29\|49.50\|76406;2026-09-07\|53.21\|-0.73\|53.44\|55.00\|51.85\|48891;2026-09-08\|52.81\|-0.75\|52.99\|53.98\|51.68\|38698;2026-09-09\|51.18\|-3.09\|52.00\|53.25\|51.01\|40029;2026-09-10\|52.12\|1.84\|51.03\|52.94\|49.61\|41645;2026-09-11\|49.70\|-4.64\|51.50\|53.22\|49.20\|33747;2026-09-14\|54.67\|10.00\|49.11\|54.67\|48.24\|65770;2026-09-30\|53.00\|-3.05\|60.14\|60.14\|52.50\|106361;2026-10-08\|47.70\|-10.00\|49.79\|51.79\|47.70\|55230;2026-10-09\|42.93\|-10.00\|45.80\|46.25\|42.93\|65689;2026-10-12\|41.09\|-4.29\|42.51\|43.58\|41.00\|48977;2026-10-13\|39.84\|-3.04\|41.09\|41.28\|38.70\|39807;2026-10-14\|39.22\|-1.56\|39.66\|39.98\|38.11\|30678;2026-10-15\|38.47\|-1.91\|38.01\|39.04\|37.61\|29342;2026-10-16\|37.83\|-1.66\|39.01\|39.50\|37.62\|26653;2026-10-19\|38.60\|2.04\|37.90\|38.85\|36.29\|26970;2026-10-20\|42.46\|10.00\|38.55\|42.46\|38.30\|41849;2026-10-21\|42.60\|0.33\|42.65\|44.35\|41.60\|58123;2026-10-22\|42.06\|-1.27\|42.39\|43.45\|41.72\|35759;2026-10-23\|40.80\|-3.00\|40.92\|41.62\|37.85\|46878;2026-10-26\|39.04\|-4.31\|39.82\|40.18\|38.62\|26414;2026-10-27\|37.12\|-4.92\|39.50\|40.32\|37.02\|28043;2026-10-28\|37.78\|1.78\|37.49\|38.53\|36.89\|24350;2026-10-29\|35.40\|-6.30\|37.50\|37.56\|35.30\|23606;2026-10-30\|34.17\|-3.47\|35.41\|36.17\|34.12\|22510;2026-11-02\|34.74\|1.67\|34.15\|34.93\|33.00\|21126;2026-11-03\|33.71\|-2.96\|34.15\|34.75\|33.41\|18373;2026-11-04\|35.02\|3.89\|34.00\|35.35\|33.05\|27912;2026-11-05\|35.48\|1.31\|34.70\|35.94\|34.31\|26468;2026-11-06\|34.65\|-2.34\|34.01\|35.25\|33.57\|17273
126780	7月份一线城市商品住宅销售价格环比总体上涨	物业管理+汽车销售+医疗器械销售+粤港澳大湾区 1、据2026年4月29日年报，公司物业租赁及管理业务主要位于深圳华强北，地理优势突出，经营常年稳定，为公司带来稳定的现金流。 2、据2026年4月29日年报，公司控股子公司新城福德为别克品牌经销商，南通耀众为大众品牌经销商，汽车销售及服务已成为公司重要业务板块。 3、据2026年4月29日年报及2025年8月30日公告，公司自2025年涉足医药及医疗器械销售行业，设立浙江全新好医药有限公司，并以1200万元收购浙江易联医疗器械有限公司60%股权，夯实医疗大健康业务基础。	公司物业租赁及管理业务主要位于深圳华强北	2026-06-29\|12.29\|-2.92\|12.63\|12.78\|12.20\|59304;2026-06-30\|12.40\|0.90\|12.29\|12.48\|12.06\|75317;2026-07-01\|12.29\|-0.89\|12.60\|12.60\|12.10\|59869;2026-07-02\|12.00\|-2.36\|12.15\|12.65\|11.94\|70735;2026-07-03\|12.10\|0.83\|12.06\|12.46\|11.94\|66766;2026-07-06\|12.88\|6.45\|12.10\|13.31\|12.10\|177208;2026-07-07\|11.59\|-10.02\|13.50\|13.50\|11.59\|167956;2026-07-08\|11.20\|-3.37\|11.81\|11.88\|11.20\|73979;2026-07-09\|10.85\|-3.12\|11.10\|11.24\|10.62\|79917;2026-07-10\|11.10\|2.30\|10.85\|11.42\|10.80\|71319;2026-07-13\|10.01\|-9.82\|11.07\|11.22\|9.99\|111821;2026-07-14\|10.18\|1.70\|10.07\|10.42\|9.96\|86336;2026-07-15\|10.21\|0.29\|10.14\|10.52\|9.93\|75721;2026-07-16\|10.10\|-1.08\|10.11\|10.38\|9.99\|55686;2026-07-17\|9.41\|-6.83\|10.09\|10.19\|9.16\|103213;2026-07-20\|9.05\|-3.83\|9.41\|10.09\|8.60\|134179;2026-07-21\|8.86\|-2.10\|9.08\|9.13\|8.15\|160513;2026-07-22\|9.04\|2.03\|8.76\|9.33\|8.71\|99237;2026-07-23\|9.27\|2.54\|9.09\|9.37\|8.91\|63621;2026-07-24\|9.34\|0.76\|9.31\|9.49\|8.99\|81812;2026-07-27\|9.31\|-0.32\|9.20\|9.37\|9.10\|68841;2026-07-28\|9.00\|-3.33\|9.18\|9.40\|8.97\|69906;2026-07-29\|9.16\|1.78\|8.95\|9.44\|8.95\|99290;2026-07-30\|8.71\|-4.91\|9.16\|9.19\|8.67\|75239;2026-07-31\|9.22\|5.86\|8.82\|9.37\|8.78\|119722;2026-08-03\|9.17\|-0.54\|9.15\|9.29\|9.00\|61724;2026-08-04\|9.28\|1.20\|9.18\|9.37\|9.14\|84192;2026-08-05\|9.55\|2.91\|9.28\|9.78\|9.28\|107024;2026-08-06\|9.82\|2.83\|9.51\|9.83\|9.40\|83283;2026-08-07\|9.66\|-1.63\|9.81\|9.96\|9.49\|84090;2026-08-10\|10.38\|7.45\|9.74\|10.38\|9.65\|111965;2026-08-11\|10.61\|2.22\|10.48\|10.75\|10.22\|108182;2026-08-12\|10.83\|2.07\|10.54\|10.92\|10.50\|81231;2026-08-13\|10.99\|1.48\|10.82\|11.22\|10.80\|91894;2026-08-14\|10.73\|-2.37\|11.08\|11.24\|10.64\|94028;2026-08-17\|10.63\|-0.93\|10.83\|10.91\|10.48\|69634;2026-08-18\|11.69\|9.97\|10.65\|11.69\|10.56\|113892;2026-08-19\|10.99\|-5.99\|11.70\|11.70\|10.72\|173418;2026-08-20\|12.09\|10.01\|11.16\|12.09\|10.93\|181150;2026-08-21\|12.48\|3.23\|12.44\|12.62\|11.89\|239360;2026-08-24\|12.74\|2.08\|12.42\|12.87\|12.30\|155179;2026-08-25\|12.82\|0.63\|12.49\|12.91\|12.41\|140870;2026-08-26\|12.60\|-1.72\|12.80\|13.00\|12.52\|107378;2026-08-27\|12.75\|1.19\|12.63\|12.82\|12.37\|105005;2026-08-28\|12.60\|-1.18\|12.68\|12.79\|12.60\|64704;2026-08-31\|12.86\|2.06\|12.61\|12.95\|12.50\|95018;2026-09-01\|12.86\|0.00\|12.80\|12.98\|12.71\|58392;2026-09-02\|12.93\|0.54\|12.81\|13.16\|12.66\|94095;2026-09-03\|12.50\|-3.33\|12.99\|12.99\|12.36\|104389;2026-09-04\|12.42\|-0.64\|12.41\|12.59\|12.34\|63890;2026-09-07\|11.50\|-7.41\|12.33\|12.50\|11.36\|206592;2026-09-08\|11.68\|1.57\|11.50\|11.81\|11.39\|109514;2026-09-09\|11.77\|0.77\|11.56\|11.86\|11.56\|77546;2026-09-10\|10.97\|-6.80\|11.68\|11.74\|10.93\|101382;2026-09-11\|10.99\|0.18\|10.81\|11.08\|10.62\|103690;2026-09-14\|10.99\|0.00\|10.88\|11.14\|10.74\|61900;2026-09-15\|10.91\|-0.73\|10.99\|11.21\|10.86\|54711;2026-09-16\|11.19\|2.57\|10.90\|11.24\|10.77\|56056;2026-09-17\|11.31\|1.07\|11.18\|11.47\|11.08\|67309;2026-09-18\|11.33\|0.18\|11.54\|11.54\|11.25\|53990;2026-09-21\|11.63\|2.65\|11.43\|11.78\|11.28\|55500;2026-09-22\|11.75\|1.03\|11.67\|11.99\|11.61\|56662;2026-09-23\|11.61\|-1.19\|11.70\|11.76\|11.50\|58340;2026-09-24\|11.64\|0.26\|11.66\|11.80\|11.43\|48123;2026-09-28\|10.91\|-6.27\|11.65\|11.65\|10.85\|74521;2026-09-29\|11.08\|1.56\|10.99\|11.28\|10.79\|69977;2026-09-30\|10.96\|-1.08\|11.07\|11.23\|10.76\|53730;2026-10-08\|10.75\|-1.92\|11.01\|11.08\|10.55\|62202;2026-10-09\|10.70\|-0.47\|10.65\|10.79\|10.06\|85621;2026-10-12\|10.88\|1.68\|10.73\|11.27\|10.54\|112570;2026-10-13\|10.67\|-1.93\|10.68\|10.82\|10.07\|90148;2026-10-14\|10.57\|-0.94\|10.63\|10.73\|10.35\|52719;2026-10-15\|10.01\|-5.30\|10.38\|10.40\|9.96\|77538;2026-10-16\|10.20\|1.90\|10.32\|10.32\|9.97\|46180;2026-10-19\|9.72\|-4.71\|10.28\|10.28\|9.39\|87834;2026-10-20\|9.69\|-0.31\|9.71\|9.92\|9.60\|49753;2026-10-21\|9.62\|-0.72\|9.69\|9.95\|9.52\|76947;2026-10-22\|9.06\|-5.82\|9.55\|9.64\|8.96\|88356;2026-10-23\|9.18\|1.32\|8.97\|9.26\|8.15\|141527;2026-10-26\|9.30\|1.31\|9.18\|9.47\|8.93\|82428;2026-10-27\|8.90\|-4.30\|9.37\|9.47\|8.88\|54362;2026-10-28\|9.08\|2.02\|8.88\|9.22\|8.88\|70861;2026-10-29\|9.05\|-0.33\|9.02\|9.14\|8.82\|61283;2026-10-30\|8.50\|-6.08\|8.96\|9.09\|8.50\|81439;2026-11-02\|9.12\|7.29\|8.61\|9.15\|8.40\|93285;2026-11-03\|9.33\|2.30\|9.12\|9.74\|8.92\|112547;2026-11-04\|9.14\|-2.04\|9.38\|9.42\|8.77\|110497;2026-11-05\|9.49\|3.83\|9.19\|9.54\|9.05\|92588;2026-11-06\|9.27\|-2.32\|9.24\|9.44\|9.06\|59868
126779	摩根大通：下一轮全球粮食危机可能正在酝酿之中	粮食概念+农业种业+深圳国资行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。霍尔木兹海峡航运中断，以及潜在的历史级超强厄尔尼诺现象的出现，可能会削弱农作物产量、制约农业生产，并使食品通胀在2027年上半年持续居高不下。公司原因： 1、据2025年年度报告，公司是深圳市市属国有大型粮食企业，承担广东省、深圳市、东莞市和湛江市等省市的地方粮食储备，是我国华南地区粮油产品供应的主渠道。 2、据2025年年度报告，公司深耕粮油食品主营业务，旗下拥有“深粮控股粮食交易网”大宗商品交易平台及“互联网+粮食”电商平台，构建了覆盖线上线下的多层次产品供应网络，为产业链不同领域客户提供多元化产品供应服务。 3、据2025年年度报告，公司最终控制人为深圳市人民政府国有资产监督管理委员会，是深圳国资委控股的粮食供应链优质服务商。	深圳国资委控股的农产品集团旗下，主营茶及天然植物精深加工为主的食品原料（配料）生产、研发和销售，并同时拥有粮油储备、粮油贸易、粮油加工等粮油流通及粮油储备服务业务	2026-06-29\|5.80\|1.93\|5.69\|5.80\|5.55\|69309;2026-06-30\|5.67\|-2.24\|5.77\|5.78\|5.60\|53978;2026-07-01\|5.80\|2.29\|5.65\|5.86\|5.63\|70542;2026-07-02\|5.90\|1.72\|5.81\|5.93\|5.80\|70424;2026-07-03\|5.92\|0.34\|5.89\|5.97\|5.85\|44645;2026-07-06\|6.01\|1.52\|5.91\|6.02\|5.88\|55634;2026-07-07\|5.90\|-1.83\|6.01\|6.07\|5.85\|51485;2026-07-08\|5.91\|0.17\|5.86\|5.98\|5.80\|42694;2026-07-09\|5.81\|-1.69\|5.90\|5.91\|5.74\|45109;2026-07-10\|5.90\|1.55\|5.81\|5.95\|5.73\|47841;2026-07-13\|5.93\|0.51\|5.90\|5.95\|5.85\|45760;2026-07-14\|6.00\|1.18\|5.91\|6.02\|5.89\|55680;2026-07-15\|6.11\|1.83\|5.97\|6.12\|5.93\|57985;2026-07-16\|6.15\|0.65\|6.06\|6.15\|6.04\|63201;2026-07-17\|6.05\|-1.63\|6.11\|6.19\|6.01\|59019;2026-07-20\|6.05\|0.00\|6.06\|6.15\|5.99\|66137;2026-07-21\|5.94\|-1.82\|6.05\|6.08\|5.91\|77874;2026-07-22\|5.92\|-0.34\|5.91\|5.99\|5.84\|53028;2026-07-23\|6.04\|2.03\|5.91\|6.04\|5.90\|50281;2026-07-24\|5.87\|-2.81\|6.00\|6.06\|5.87\|50366;2026-07-27\|5.95\|1.36\|5.85\|5.96\|5.83\|38037;2026-07-28\|5.97\|0.34\|5.94\|6.01\|5.91\|34605;2026-07-29\|6.04\|1.17\|5.95\|6.09\|5.95\|51930;2026-07-30\|6.08\|0.66\|6.02\|6.16\|6.02\|68159;2026-07-31\|6.12\|0.66\|6.00\|6.13\|6.00\|54193;2026-08-03\|6.18\|0.98\|6.11\|6.21\|6.10\|70227;2026-08-04\|6.11\|-1.13\|6.16\|6.23\|6.09\|64613;2026-08-05\|6.09\|-0.33\|6.12\|6.12\|6.05\|51157;2026-08-06\|6.29\|3.28\|6.11\|6.31\|6.01\|215110;2026-08-07\|6.11\|-2.86\|6.21\|6.22\|6.05\|163392;2026-08-10\|6.21\|1.64\|6.10\|6.23\|6.07\|121043;2026-08-11\|6.18\|-0.48\|6.22\|6.23\|6.14\|79127;2026-08-12\|6.17\|-0.16\|6.19\|6.19\|6.11\|48950;2026-08-13\|6.09\|-1.30\|6.15\|6.16\|6.05\|78126;2026-08-14\|5.98\|-1.81\|6.09\|6.09\|5.96\|79631;2026-08-17\|6.33\|5.85\|6.02\|6.46\|6.02\|238220;2026-08-18\|6.96\|9.95\|6.34\|6.96\|6.27\|545664;2026-08-19\|6.77\|-2.73\|6.92\|7.39\|6.62\|611514;2026-08-20\|6.86\|1.33\|6.71\|6.98\|6.43\|472402;2026-08-21\|6.36\|-7.29\|6.68\|6.70\|6.31\|323790;2026-08-24\|6.42\|0.94\|6.55\|6.58\|6.32\|244166;2026-08-25\|6.65\|3.58\|6.39\|6.86\|6.37\|313887;2026-08-26\|6.85\|3.01\|6.59\|6.95\|6.59\|313039;2026-08-27\|7.17\|4.67\|6.95\|7.18\|6.85\|337556;2026-08-28\|7.32\|2.09\|7.11\|7.41\|6.96\|354995;2026-08-31\|7.20\|-1.64\|7.32\|7.50\|7.17\|366942;2026-09-01\|7.92\|10.00\|7.17\|7.92\|7.11\|250309;2026-09-02\|7.18\|-9.34\|8.08\|8.14\|7.13\|616089;2026-09-03\|6.99\|-2.65\|7.16\|7.23\|6.81\|374354;2026-09-04\|7.13\|2.00\|6.92\|7.22\|6.80\|341922;2026-09-07\|7.38\|3.51\|7.13\|7.42\|7.13\|335172;2026-09-08\|7.69\|4.20\|7.37\|7.73\|7.36\|381769;2026-09-09\|8.46\|10.01\|7.50\|8.46\|7.48\|707829;2026-09-10\|7.68\|-9.22\|8.28\|8.40\|7.64\|835250;2026-09-11\|7.33\|-4.56\|7.59\|7.70\|7.20\|466674;2026-09-14\|6.96\|-5.05\|7.20\|7.31\|6.90\|331487;2026-09-15\|6.72\|-3.45\|6.99\|7.00\|6.71\|265742;2026-09-16\|6.74\|0.30\|6.71\|6.81\|6.62\|173661;2026-09-17\|6.88\|2.08\|6.70\|6.99\|6.63\|334254;2026-09-18\|7.15\|3.92\|6.80\|7.19\|6.75\|387918;2026-09-21\|7.20\|0.70\|7.10\|7.22\|7.00\|248429;2026-09-22\|6.98\|-3.06\|7.13\|7.16\|6.94\|249712;2026-09-23\|6.96\|-0.29\|7.09\|7.10\|6.92\|145640;2026-09-24\|6.78\|-2.59\|6.91\|7.00\|6.76\|139738;2026-09-28\|6.66\|-1.77\|6.87\|6.87\|6.51\|150613;2026-09-29\|6.70\|0.60\|6.61\|6.75\|6.56\|157821;2026-09-30\|7.01\|4.63\|6.77\|7.27\|6.64\|268648;2026-10-08\|7.07\|0.86\|7.08\|7.25\|7.01\|202712;2026-10-09\|7.28\|2.97\|7.08\|7.29\|7.00\|228626;2026-10-12\|7.00\|-3.85\|7.26\|7.48\|6.98\|264760;2026-10-13\|7.19\|2.71\|7.01\|7.28\|6.85\|231481;2026-10-14\|7.01\|-2.50\|7.10\|7.22\|7.00\|144345;2026-10-15\|6.74\|-3.85\|6.92\|6.99\|6.71\|133323;2026-10-16\|6.84\|1.48\|6.82\|6.98\|6.76\|130209;2026-10-19\|6.58\|-3.80\|6.75\|6.84\|6.48\|120729;2026-10-20\|6.64\|0.91\|6.56\|6.70\|6.55\|73965;2026-10-21\|6.64\|0.00\|6.62\|6.77\|6.60\|84474;2026-10-22\|6.31\|-4.97\|6.64\|6.70\|6.30\|109379;2026-10-23\|6.30\|-0.16\|6.26\|6.33\|6.08\|119140;2026-10-26\|6.34\|0.63\|6.27\|6.36\|6.19\|67932;2026-10-27\|6.16\|-2.84\|6.34\|6.45\|6.15\|76739;2026-10-28\|6.13\|-0.49\|6.16\|6.23\|6.05\|70939;2026-10-29\|6.01\|-1.96\|6.10\|6.14\|6.00\|66520;2026-10-30\|5.88\|-2.16\|6.01\|6.11\|5.84\|130810;2026-11-02\|6.01\|2.21\|5.88\|6.04\|5.84\|86449;2026-11-03\|6.11\|1.66\|6.00\|6.18\|5.98\|86368;2026-11-04\|6.13\|0.33\|6.10\|6.17\|6.04\|90830;2026-11-05\|6.17\|0.65\|6.13\|6.20\|6.09\|72452;2026-11-06\|6.18\|0.16\|6.10\|6.26\|6.07\|105814
126778	1-7月中国创新药BD交易总金额达1063亿美元	CAR-T+创新药+仿制药 1、据2026年8月14日互动易，公司控股子公司鼎成肽源的核心产品DCTY1102注射液靶向KRAS G12DI期临床试验第一剂量组入组工作有序推进。 2、据2025年年报，公司深化“原料+制剂”一体化布局，在化学创新药和生物创新药包括单抗、双抗、ADC和CAR-T等领域完成了一系列新产品立项，形成“双创新”驱动格局。 3、公司拥有化学原料药、化学制剂、医药商业、医药工程、生物医药等业务，构建了覆盖辽宁全域、辐射东北三省的立体化医药商业网络。	公司是全球主要的维生素C产品供应商。	2026-06-29\|4.40\|4.76\|4.18\|4.44\|4.09\|167290;2026-06-30\|4.24\|-3.64\|4.39\|4.40\|4.20\|111405;2026-07-01\|4.38\|3.30\|4.22\|4.39\|4.17\|116890;2026-07-02\|4.45\|1.60\|4.37\|4.49\|4.35\|113343;2026-07-03\|4.51\|1.35\|4.46\|4.54\|4.44\|110438;2026-07-06\|4.58\|1.55\|4.49\|4.61\|4.44\|131763;2026-07-07\|4.44\|-3.06\|4.54\|4.55\|4.41\|95215;2026-07-08\|4.48\|0.90\|4.46\|4.57\|4.38\|97059;2026-07-09\|4.45\|-0.67\|4.46\|4.55\|4.38\|117244;2026-07-10\|4.51\|1.35\|4.45\|4.57\|4.36\|140060;2026-07-13\|4.62\|2.44\|4.54\|4.65\|4.51\|170674;2026-07-14\|4.72\|2.16\|4.58\|4.73\|4.50\|194971;2026-07-15\|4.80\|1.69\|4.67\|4.85\|4.66\|208021;2026-07-16\|4.90\|2.08\|4.80\|4.94\|4.75\|263424;2026-07-17\|4.71\|-3.88\|4.86\|4.93\|4.67\|214582;2026-07-20\|4.72\|0.21\|4.66\|4.79\|4.64\|158985;2026-07-21\|4.68\|-0.85\|4.71\|4.73\|4.57\|170805;2026-07-22\|4.66\|-0.43\|4.64\|4.77\|4.61\|136794;2026-07-23\|4.70\|0.86\|4.62\|4.71\|4.57\|124558;2026-07-24\|4.50\|-4.26\|4.65\|4.70\|4.50\|121491;2026-07-27\|4.60\|2.22\|4.50\|4.61\|4.47\|99201;2026-07-28\|4.57\|-0.65\|4.56\|4.64\|4.55\|79172;2026-07-29\|4.61\|0.88\|4.59\|4.63\|4.55\|88712;2026-07-30\|4.56\|-1.08\|4.61\|4.66\|4.50\|122218;2026-07-31\|4.58\|0.44\|4.56\|4.59\|4.53\|99870;2026-08-03\|4.62\|0.87\|4.59\|4.62\|4.56\|87068;2026-08-04\|4.68\|1.30\|4.64\|4.70\|4.62\|103840;2026-08-05\|4.61\|-1.50\|4.68\|4.68\|4.57\|111937;2026-08-06\|4.58\|-0.65\|4.61\|4.63\|4.52\|90052;2026-08-07\|4.74\|3.49\|4.57\|4.75\|4.53\|212112;2026-08-10\|4.79\|1.05\|4.72\|4.82\|4.72\|150761;2026-08-11\|4.83\|0.84\|4.77\|4.90\|4.75\|169770;2026-08-12\|4.91\|1.66\|4.82\|4.91\|4.78\|186970;2026-08-13\|4.97\|1.22\|4.90\|5.13\|4.79\|361644;2026-08-14\|5.03\|1.21\|4.97\|5.09\|4.92\|262947;2026-08-17\|5.01\|-0.40\|5.00\|5.08\|4.90\|165883;2026-08-18\|5.51\|9.98\|4.98\|5.51\|4.96\|824031;2026-08-19\|5.21\|-5.44\|5.23\|5.43\|5.06\|858314;2026-08-20\|5.17\|-0.77\|5.26\|5.39\|5.10\|539157;2026-08-21\|5.01\|-3.09\|5.14\|5.15\|4.92\|432046;2026-08-24\|4.88\|-2.59\|5.00\|5.08\|4.86\|267094;2026-08-25\|4.99\|2.25\|4.84\|5.01\|4.78\|238297;2026-08-26\|4.97\|-0.40\|4.98\|5.10\|4.94\|184983;2026-08-27\|5.12\|3.02\|4.93\|5.14\|4.93\|241817;2026-08-28\|5.05\|-1.37\|5.12\|5.15\|5.01\|155511;2026-08-31\|4.90\|-2.97\|5.01\|5.01\|4.88\|180050;2026-09-01\|4.94\|0.82\|4.90\|4.97\|4.89\|132940;2026-09-02\|4.87\|-1.42\|4.93\|4.94\|4.84\|118971;2026-09-03\|4.80\|-1.44\|4.87\|4.90\|4.77\|123400;2026-09-04\|4.78\|-0.42\|4.79\|4.85\|4.75\|101981;2026-09-07\|4.81\|0.63\|4.78\|4.84\|4.76\|74647;2026-09-08\|4.93\|2.49\|4.80\|4.93\|4.77\|150175;2026-09-09\|4.84\|-1.83\|4.89\|4.92\|4.83\|118928;2026-09-10\|4.81\|-0.62\|4.84\|4.84\|4.74\|115689;2026-09-11\|4.71\|-2.08\|4.78\|4.80\|4.63\|156115;2026-09-14\|4.74\|0.64\|4.69\|4.77\|4.67\|91801;2026-09-15\|4.62\|-2.53\|4.75\|4.75\|4.61\|83063;2026-09-16\|4.62\|0.00\|4.61\|4.65\|4.57\|72748;2026-09-17\|4.67\|1.08\|4.61\|4.68\|4.59\|64297;2026-09-18\|4.66\|-0.21\|4.65\|4.78\|4.65\|98748;2026-09-21\|4.89\|4.94\|4.69\|4.91\|4.69\|215427;2026-09-22\|4.83\|-1.23\|4.90\|4.90\|4.77\|140660;2026-09-23\|4.78\|-1.04\|4.85\|4.85\|4.76\|88362;2026-09-24\|4.71\|-1.46\|4.77\|4.80\|4.69\|76521;2026-09-28\|4.73\|0.42\|4.70\|4.77\|4.68\|86564;2026-09-29\|4.69\|-0.85\|4.74\|4.78\|4.68\|86887;2026-09-30\|4.76\|1.49\|4.70\|4.79\|4.68\|128272;2026-10-08\|4.78\|0.42\|4.90\|4.96\|4.75\|180989;2026-10-09\|4.91\|2.72\|4.77\|5.07\|4.71\|297083;2026-10-12\|4.90\|-0.20\|4.91\|4.94\|4.84\|210886;2026-10-13\|4.83\|-1.43\|4.86\|4.87\|4.75\|158293;2026-10-14\|4.79\|-0.83\|4.80\|4.84\|4.76\|90802;2026-10-15\|4.77\|-0.42\|4.72\|4.87\|4.71\|150008;2026-10-16\|4.77\|0.00\|4.79\|4.92\|4.72\|175217;2026-10-19\|4.67\|-2.10\|4.73\|4.81\|4.65\|139746;2026-10-20\|4.68\|0.21\|4.66\|4.70\|4.64\|102959;2026-10-21\|4.64\|-0.85\|4.70\|4.74\|4.62\|81043;2026-10-22\|4.49\|-3.23\|4.65\|4.66\|4.48\|132495;2026-10-23\|4.49\|0.00\|4.45\|4.51\|4.36\|129238;2026-10-26\|4.51\|0.45\|4.48\|4.53\|4.46\|70905;2026-10-27\|4.40\|-2.44\|4.51\|4.54\|4.38\|74999;2026-10-28\|4.40\|0.00\|4.39\|4.43\|4.35\|77087;2026-10-29\|4.33\|-1.59\|4.38\|4.41\|4.29\|85939;2026-10-30\|4.34\|0.23\|4.28\|4.45\|4.27\|99232;2026-11-02\|4.36\|0.46\|4.35\|4.38\|4.30\|84639;2026-11-03\|4.41\|1.15\|4.35\|4.45\|4.32\|94250;2026-11-04\|4.48\|1.59\|4.43\|4.50\|4.39\|112508;2026-11-05\|4.49\|0.22\|4.47\|4.53\|4.46\|81077;2026-11-06\|4.43\|-1.34\|4.42\|4.48\|4.41\|66698
126777	7月份社会消费品零售总额同比增长0.6%	光通信芯片+火腿龙头+休闲食品+分红实施行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2025年10月28日公告，公司全资子公司福建金字半导体以1亿元增资中晟微电子，持股9.0909%，标的公司专注400G/800G/1.6T高速光模块核心电芯片TIA/Driver研发设计，产品用于AI、云计算及数据中心。 2、据2026年4月28日年报，公司是中国火腿行业龙头，主营中式火腿、欧式发酵火腿及香肠腊肉等特色肉制品；2026年计划完成新工厂搬迁，重点开发休闲肉制品、即食产品及跨界融合创新产品，推动向综合性肉制品企业转型。 3、据2026年5月8日投资者关系活动记录表，公司新的智能化工厂将投入使用，以提高产能上限及生产效率，并将在巩固线下商超、连锁餐饮合作的同时，通过电商及社交媒体拓展线上渠道。 4、据2026年5月26日及6月2日公告，公司2025年年度权益分派已于2026年6月2日除权除息，向全体股东每10股派0.1元。	1、公司主营火腿及特色肉制品，重点发展香肠、腊肉、咸肉等，同时加快休闲食品市场布局； 2、全资子公司拟不超过3亿元取得中晟微电子不超过20%股权，后者专注于高速光模块核心电芯片的研发设计	2026-06-29\|10.04\|-8.56\|11.09\|11.17\|9.88\|1278068;2026-06-30\|10.01\|-0.30\|10.01\|10.51\|9.90\|1005310;2026-07-01\|10.32\|3.10\|10.03\|10.75\|10.03\|876984;2026-07-02\|9.90\|-4.07\|10.01\|10.62\|9.87\|871264;2026-07-03\|9.57\|-3.33\|9.80\|9.93\|9.45\|612492;2026-07-06\|9.14\|-4.49\|9.60\|9.71\|8.81\|755882;2026-07-07\|9.03\|-1.20\|9.05\|9.34\|8.93\|459893;2026-07-08\|8.75\|-3.10\|9.03\|9.08\|8.61\|466817;2026-07-09\|8.83\|0.91\|8.89\|8.95\|8.47\|634332;2026-07-10\|8.39\|-4.98\|8.92\|9.20\|8.39\|638542;2026-07-13\|8.00\|-4.65\|8.30\|8.64\|7.95\|600810;2026-07-14\|7.91\|-1.12\|8.00\|8.16\|7.51\|630791;2026-07-15\|8.51\|7.59\|8.03\|8.55\|7.78\|930246;2026-07-16\|8.32\|-2.23\|8.38\|9.04\|8.24\|1237213;2026-07-17\|7.69\|-7.57\|8.31\|8.84\|7.65\|1250830;2026-07-20\|7.06\|-8.19\|7.67\|8.28\|6.93\|1284291;2026-07-21\|7.44\|5.38\|7.10\|7.46\|6.45\|1250382;2026-07-22\|8.18\|9.95\|7.38\|8.18\|7.37\|1174040;2026-07-23\|8.04\|-1.71\|8.08\|8.41\|7.96\|1262430;2026-07-24\|7.81\|-2.86\|8.03\|8.25\|7.72\|823876;2026-07-27\|8.31\|6.40\|7.75\|8.31\|7.46\|871742;2026-07-28\|7.83\|-5.78\|8.19\|8.36\|7.72\|764238;2026-07-29\|7.06\|-9.83\|7.67\|7.80\|7.05\|1112095;2026-07-30\|6.36\|-9.91\|6.94\|7.13\|6.35\|1289335;2026-07-31\|6.54\|2.83\|6.80\|6.93\|6.54\|914025;2026-08-03\|6.40\|-2.14\|6.55\|6.72\|6.30\|641407;2026-08-04\|6.89\|7.66\|6.47\|6.93\|6.36\|773120;2026-08-05\|6.91\|0.29\|6.68\|6.98\|6.61\|671411;2026-08-06\|7.11\|2.89\|6.85\|7.17\|6.80\|609744;2026-08-07\|7.32\|2.95\|7.08\|7.46\|6.89\|658679;2026-08-10\|6.97\|-4.78\|7.37\|7.38\|6.80\|670836;2026-08-11\|7.05\|1.15\|6.91\|7.23\|6.86\|517368;2026-08-12\|7.24\|2.69\|7.00\|7.30\|6.97\|530464;2026-08-13\|7.04\|-2.76\|7.39\|7.40\|7.01\|605790;2026-08-14\|7.52\|6.82\|7.05\|7.65\|6.97\|999959;2026-08-17\|7.92\|5.32\|7.53\|8.05\|7.39\|1225703;2026-08-18\|8.71\|9.97\|8.50\|8.71\|8.27\|1442535;2026-08-19\|8.09\|-7.12\|8.19\|8.69\|7.99\|1377501;2026-08-20\|8.08\|-0.12\|8.23\|8.35\|7.81\|973506;2026-08-21\|8.24\|1.98\|8.07\|8.38\|7.86\|763318;2026-08-24\|7.97\|-3.28\|8.19\|8.28\|7.80\|623484;2026-08-25\|8.35\|4.77\|7.81\|8.77\|7.66\|1494471;2026-08-26\|7.80\|-6.59\|8.27\|8.35\|7.72\|953395;2026-08-27\|8.58\|10.00\|7.78\|8.58\|7.75\|1588338;2026-08-28\|8.35\|-2.68\|8.79\|8.88\|8.30\|1417772;2026-08-31\|8.15\|-2.40\|8.25\|8.35\|8.05\|705628;2026-09-01\|8.02\|-1.60\|8.18\|8.19\|7.94\|660066;2026-09-02\|7.51\|-6.36\|7.88\|7.89\|7.26\|1387167;2026-09-03\|7.64\|1.73\|7.52\|7.85\|7.41\|859704;2026-09-04\|7.42\|-2.88\|7.61\|8.10\|7.33\|1001944;2026-09-07\|8.16\|9.97\|7.44\|8.16\|7.44\|1737303;2026-09-08\|7.95\|-2.57\|8.16\|8.26\|7.89\|1365103;2026-09-09\|7.94\|-0.13\|8.11\|8.19\|7.77\|938682;2026-09-10\|7.70\|-3.02\|7.79\|7.99\|7.61\|846075;2026-09-11\|7.29\|-5.32\|7.58\|7.84\|7.02\|1234073;2026-09-14\|7.19\|-1.37\|7.10\|7.28\|6.94\|504571;2026-09-15\|7.13\|-0.83\|7.15\|7.30\|7.09\|406041;2026-09-16\|7.53\|5.61\|7.14\|7.54\|7.09\|696313;2026-09-17\|7.47\|-0.80\|7.38\|7.74\|7.36\|495615;2026-09-18\|7.59\|1.61\|7.65\|7.83\|7.46\|578877;2026-09-21\|7.95\|4.74\|7.65\|8.00\|7.62\|776799;2026-09-22\|7.75\|-2.52\|7.95\|8.05\|7.70\|558437;2026-09-23\|7.70\|-0.65\|7.70\|7.94\|7.63\|516769;2026-09-24\|7.40\|-3.90\|7.62\|7.70\|7.35\|468479;2026-09-28\|7.08\|-4.32\|7.40\|7.40\|7.00\|583878;2026-09-29\|7.25\|2.40\|7.07\|7.33\|7.00\|464893;2026-09-30\|7.05\|-2.76\|7.27\|7.34\|7.03\|339327;2026-10-08\|6.82\|-3.26\|7.05\|7.07\|6.75\|459471;2026-10-09\|6.73\|-1.32\|6.78\|6.79\|6.38\|476453;2026-10-12\|6.50\|-3.42\|6.69\|6.69\|6.50\|288692;2026-10-13\|6.47\|-0.46\|6.35\|6.56\|6.24\|346758;2026-10-14\|6.36\|-1.70\|6.41\|6.57\|6.35\|223860;2026-10-15\|6.23\|-2.04\|6.16\|6.38\|6.13\|340310;2026-10-16\|6.20\|-0.48\|6.34\|6.36\|6.18\|255366;2026-10-19\|6.19\|-0.16\|6.14\|6.31\|6.03\|343966;2026-10-20\|6.29\|1.62\|6.17\|6.31\|6.13\|285266;2026-10-21\|6.25\|-0.64\|6.30\|6.37\|6.24\|275939;2026-10-22\|6.16\|-1.44\|6.26\|6.35\|6.10\|371550;2026-10-23\|6.16\|0.00\|6.02\|6.19\|5.80\|484551;2026-10-26\|6.10\|-0.97\|6.10\|6.21\|6.07\|231743;2026-10-27\|5.92\|-2.95\|6.13\|6.21\|5.90\|246345;2026-10-28\|5.91\|-0.17\|5.92\|5.96\|5.79\|338263;2026-10-29\|5.77\|-2.37\|5.88\|6.00\|5.75\|342277;2026-10-30\|5.57\|-3.47\|5.67\|5.86\|5.55\|363752;2026-11-02\|5.62\|0.90\|5.57\|5.64\|5.43\|333904;2026-11-03\|5.43\|-3.38\|5.55\|5.70\|5.41\|334151;2026-11-04\|5.57\|2.58\|5.46\|5.57\|5.21\|513212;2026-11-05\|5.70\|2.33\|5.50\|5.77\|5.48\|438503;2026-11-06\|5.54\|-2.81\|5.42\|5.63\|5.40\|326514
126776	磷化铟基板与磊晶严重供不应求	AI视觉+边缘计算+光纤KVMS+商业航天行业原因： 1、据证券时报6月29日报道，蓝箭航天科创板IPO更新财报并恢复审核，冲刺“商业航天第一股”。 2、据证券时报6月29日报道，蓝箭航天朱雀三号重复使用遥二运载火箭完成静态点火试验，标志着发射前各项地面验证全部完成。公司原因： 1、据2026年4月27日年报，公司2025年AI系列产品实现收入2534.22万元，同比增长212.59%，形成“专业视听产品+AI系列产品”双轮驱动的业务格局；据2026年6月4日及6月10日投资者关系活动记录，相关AI试点项目得到客户认可，公司继续大力推广AI系列产品。 2、据2026年4月27日年报，公司AI边缘智能分析平台深度融合边缘计算与CV视觉分析技术，可对存量摄像头进行AI赋能，算法种类多样并可根据客户需求定制开发。 3、据2025年11月17日互动易及2026年4月27日年报，公司光纤KVMS解决方案已应用于中国载人航天工程和探月工程指挥控制中心，助力“天问一号”成功发射；分布式坐席系统已部署于某市低空飞行服务中心项目。	1、公司授权管理层开展磷化铟半导体材料产业化项目前期准备工作，项目分两阶段推进：第一阶段拟投资1200万元建设磷化铟半导体材料研发实验室，配置20台（套）工艺验证设备，进行技术性实验及可行性验证；第二阶段若实验结论可行，计划投资2亿元至2.6亿元进行产业化扩建，购置主要生产制造设备280台（套）及其他配套设施； 2、公司AI边缘智能分析平台深度融合边缘计算与CV视觉分析技术，可对存量摄像头进行AI赋能，打造“事前预警-事中干预-事后追溯”的全流程闭环监管体系； 3、公司产品已应用于航空、航天等相关领域，为	2026-06-29\|33.02\|9.99\|29.88\|33.02\|29.08\|93804;2026-06-30\|36.32\|9.99\|34.06\|36.32\|33.36\|34882;2026-07-01\|36.94\|1.71\|36.32\|38.30\|36.27\|154846;2026-07-02\|37.50\|1.52\|36.17\|39.46\|36.03\|100117;2026-07-03\|35.28\|-5.92\|37.51\|38.63\|33.96\|95533;2026-07-06\|35.29\|0.03\|35.96\|36.16\|34.25\|55845;2026-07-07\|38.82\|10.00\|37.30\|38.82\|37.30\|18215;2026-07-08\|42.70\|9.99\|42.70\|42.70\|42.70\|11301;2026-07-09\|45.47\|6.49\|46.89\|46.89\|40.00\|148239;2026-07-10\|47.56\|4.60\|46.10\|49.00\|45.50\|122918;2026-07-13\|46.74\|-1.72\|44.76\|49.60\|44.76\|91158;2026-07-14\|42.07\|-9.99\|45.89\|46.98\|42.07\|86559;2026-07-15\|40.08\|-4.73\|41.55\|43.30\|39.58\|98707;2026-07-16\|39.58\|-1.25\|39.40\|39.79\|37.22\|81243;2026-07-17\|35.86\|-9.40\|39.49\|39.49\|35.69\|60338;2026-07-20\|33.70\|-6.02\|37.07\|37.96\|32.80\|64082;2026-07-21\|34.39\|2.05\|33.47\|34.62\|30.67\|55370;2026-07-22\|36.87\|7.21\|34.52\|37.83\|33.78\|104223;2026-07-23\|35.62\|-3.39\|36.74\|39.00\|34.50\|88945;2026-07-24\|39.18\|9.99\|34.50\|39.18\|34.00\|84214;2026-07-27\|38.27\|-2.32\|39.00\|39.48\|35.26\|110231;2026-07-28\|37.52\|-1.96\|37.31\|39.00\|37.11\|66908;2026-07-29\|34.99\|-6.74\|37.18\|37.68\|34.39\|67020;2026-07-30\|31.49\|-10.00\|34.67\|34.92\|31.49\|50959;2026-07-31\|31.80\|0.98\|31.88\|32.99\|31.49\|53164;2026-08-03\|34.98\|10.00\|34.00\|34.98\|32.51\|23079;2026-08-04\|38.48\|10.01\|36.68\|38.48\|33.78\|88459;2026-08-05\|42.32\|9.98\|39.56\|42.33\|38.59\|118463;2026-08-06\|40.00\|-5.48\|44.24\|44.24\|39.56\|139168;2026-08-07\|40.59\|1.48\|38.80\|41.83\|38.00\|114425;2026-08-10\|40.90\|0.76\|40.43\|41.43\|39.61\|80767;2026-08-11\|40.50\|-0.98\|40.36\|41.28\|39.56\|52337;2026-08-12\|41.38\|2.17\|40.29\|41.80\|39.99\|52573;2026-08-13\|41.58\|0.48\|41.22\|42.56\|41.22\|53056;2026-08-14\|41.48\|-0.24\|41.40\|43.00\|40.26\|49645;2026-08-17\|45.63\|10.00\|41.09\|45.63\|41.05\|50160;2026-08-18\|50.19\|9.99\|48.50\|50.19\|48.27\|53380;2026-08-19\|46.32\|-7.71\|48.00\|49.98\|45.80\|91926;2026-08-20\|47.00\|1.47\|47.53\|47.99\|45.54\|64428;2026-08-21\|45.35\|-3.51\|46.11\|46.29\|44.88\|52559;2026-08-24\|43.50\|-4.08\|45.35\|45.43\|42.39\|44194;2026-08-25\|42.37\|-2.60\|43.56\|44.03\|41.89\|42692;2026-08-26\|40.59\|-4.20\|42.11\|42.72\|40.29\|38273;2026-08-27\|40.72\|0.32\|40.48\|41.18\|39.61\|46454;2026-08-28\|40.08\|-1.57\|40.32\|41.38\|39.90\|39267;2026-08-31\|39.22\|-2.15\|38.83\|39.48\|38.07\|39804;2026-09-01\|37.90\|-3.37\|39.63\|39.65\|37.38\|40148;2026-09-02\|37.53\|-0.98\|37.32\|37.80\|36.50\|37769;2026-09-03\|36.67\|-2.29\|37.73\|37.99\|36.64\|30262;2026-09-04\|35.35\|-3.60\|36.82\|37.21\|35.04\|39232;2026-09-07\|38.89\|10.01\|35.34\|38.89\|35.30\|48214;2026-09-08\|40.11\|3.14\|39.99\|41.43\|38.40\|93946;2026-09-09\|40.41\|0.75\|40.20\|41.86\|40.07\|58264;2026-09-10\|40.00\|-1.01\|40.00\|40.95\|39.33\|35040;2026-09-11\|37.28\|-6.80\|39.39\|39.56\|36.84\|49107;2026-09-14\|37.00\|-0.75\|37.38\|37.58\|36.61\|26152;2026-09-15\|36.18\|-2.22\|36.86\|37.25\|36.00\|27625;2026-09-16\|36.56\|1.05\|37.40\|37.58\|35.35\|43119;2026-09-17\|36.35\|-0.57\|36.81\|37.70\|36.15\|43718;2026-09-18\|39.99\|10.01\|36.95\|39.99\|36.08\|54597;2026-09-21\|39.55\|-1.10\|40.30\|40.30\|38.73\|59551;2026-09-22\|39.89\|0.86\|40.20\|40.81\|39.64\|54452;2026-09-23\|39.15\|-1.86\|39.64\|39.69\|38.60\|34033;2026-09-24\|38.68\|-1.20\|38.74\|39.97\|38.66\|28705;2026-09-28\|37.40\|-3.31\|38.58\|38.84\|35.60\|55646;2026-09-29\|38.43\|2.75\|37.49\|38.50\|37.03\|30236;2026-09-30\|37.13\|-3.38\|38.55\|38.90\|37.03\|24487;2026-10-08\|35.34\|-4.82\|37.01\|37.74\|34.80\|27819;2026-10-09\|36.66\|3.74\|35.90\|36.89\|34.20\|38311;2026-10-12\|37.96\|3.55\|36.65\|38.31\|35.88\|40984;2026-10-13\|41.76\|10.01\|37.00\|41.76\|36.60\|72112;2026-10-14\|41.93\|0.41\|41.26\|43.98\|40.77\|86209;2026-10-15\|39.36\|-6.13\|41.00\|41.00\|39.05\|60842;2026-10-16\|40.83\|3.73\|40.00\|42.80\|39.91\|60563;2026-10-19\|40.93\|0.24\|40.39\|42.44\|39.80\|53794;2026-10-20\|43.10\|5.30\|40.98\|43.80\|40.40\|81798;2026-10-21\|42.20\|-2.09\|43.20\|44.99\|40.10\|90978;2026-10-22\|38.01\|-9.93\|41.02\|41.66\|38.00\|58182;2026-10-23\|37.71\|-0.79\|36.71\|38.07\|34.37\|63297;2026-10-26\|33.94\|-10.00\|36.31\|36.78\|33.94\|57815;2026-10-27\|32.27\|-4.92\|33.80\|34.25\|32.27\|33465;2026-10-28\|32.83\|1.74\|32.58\|33.40\|31.62\|26766;2026-10-29\|30.88\|-5.94\|32.59\|32.65\|30.84\|30899;2026-10-30\|28.53\|-7.61\|30.09\|30.50\|28.50\|36329;2026-11-02\|30.62\|7.33\|28.74\|31.19\|27.80\|38216;2026-11-03\|28.62\|-6.53\|30.22\|30.45\|28.36\|29601;2026-11-04\|30.25\|5.70\|28.98\|30.68\|28.33\|45539;2026-11-05\|30.57\|1.06\|29.80\|31.08\|29.64\|33699;2026-11-06\|29.45\|-3.66\|28.68\|30.00\|28.53\|25570
126775	宇树科技上市在即	机器人+滚珠丝杠+产能扩张 1、据2026年5月7日投资者关系管理信息，公司2025年重点研发领域聚焦于工业机器人及新能源汽车领域，主要产品有RV减速机用保持架组件产品以及EMB中滚珠丝杠副产品。 2、据2025年9月9日向特定对象发行股票募集说明书，公司已获得滚珠丝杠副产品在手订单及意向性协议，对应2025年度预计销售额将达1405.50万元，较2024年度销售收入提升1061.19%。 3、据2026年8月4日公告，公司拟竞拍江苏省常州市武进区土地使用权并投资新建项目，项目投资总金额预计约10.24亿元，旨在进一步扩大产能规模，巩固行业领先地位。	公司互动平台称和国内头部两家减速机厂商合作开发新型减速机；相关样品已送至美国特斯拉，试验结果良好，获得较高认可	2026-06-29\|15.45\|0.85\|15.25\|16.29\|15.20\|105953;2026-06-30\|15.99\|3.50\|15.52\|16.10\|15.31\|89062;2026-07-01\|16.13\|0.88\|16.03\|16.29\|15.91\|72453;2026-07-02\|16.33\|1.24\|16.11\|17.14\|16.06\|123905;2026-07-03\|17.36\|6.31\|16.51\|17.87\|16.37\|218702;2026-07-06\|16.66\|-4.03\|17.13\|17.46\|16.66\|125957;2026-07-07\|16.13\|-3.18\|16.66\|17.17\|16.10\|101678;2026-07-08\|15.34\|-4.90\|16.10\|16.13\|15.31\|87923;2026-07-09\|15.22\|-0.78\|15.31\|15.39\|14.60\|83023;2026-07-10\|15.80\|3.81\|15.26\|16.25\|15.12\|110944;2026-07-13\|14.88\|-5.82\|15.78\|15.78\|14.85\|85560;2026-07-14\|14.94\|0.40\|14.90\|14.95\|14.48\|59375;2026-07-15\|14.95\|0.07\|14.80\|15.22\|14.72\|55141;2026-07-16\|15.34\|2.61\|14.80\|15.89\|14.71\|104932;2026-07-17\|14.53\|-5.28\|15.35\|15.49\|14.31\|85669;2026-07-20\|14.26\|-1.86\|14.70\|14.89\|14.06\|85098;2026-07-21\|14.27\|0.07\|14.30\|14.46\|13.69\|83601;2026-07-22\|14.10\|-1.19\|14.11\|14.24\|13.90\|60685;2026-07-23\|14.40\|2.13\|14.00\|14.41\|13.96\|47699;2026-07-24\|14.01\|-2.71\|14.40\|14.68\|13.99\|49513;2026-07-27\|14.48\|3.35\|13.97\|14.53\|13.85\|62942;2026-07-28\|14.60\|0.83\|14.45\|14.80\|14.35\|50041;2026-07-29\|14.97\|2.53\|14.67\|15.08\|14.57\|66430;2026-07-30\|15.00\|0.20\|14.90\|15.43\|14.80\|84962;2026-07-31\|15.76\|5.07\|15.11\|15.98\|15.11\|138127;2026-08-03\|16.51\|4.76\|15.79\|16.61\|15.49\|141186;2026-08-04\|16.19\|-1.94\|16.50\|16.50\|15.86\|127721;2026-08-05\|16.26\|0.43\|16.20\|16.39\|16.09\|99252;2026-08-06\|16.03\|-1.41\|16.27\|16.37\|15.89\|78738;2026-08-07\|15.90\|-0.81\|16.04\|16.07\|15.69\|61942;2026-08-10\|16.01\|0.69\|15.96\|16.02\|15.59\|56807;2026-08-11\|15.99\|-0.12\|16.04\|16.10\|15.70\|53947;2026-08-12\|16.10\|0.69\|16.00\|16.20\|15.83\|46414;2026-08-13\|15.74\|-2.24\|16.18\|16.19\|15.74\|50763;2026-08-14\|15.61\|-0.83\|15.72\|15.83\|15.49\|44310;2026-08-17\|15.92\|1.99\|15.80\|16.05\|15.45\|66458;2026-08-18\|17.51\|9.99\|15.82\|17.51\|15.63\|251332;2026-08-19\|16.05\|-8.34\|17.82\|17.86\|15.97\|333553;2026-08-20\|15.41\|-3.99\|16.00\|16.27\|15.35\|169730;2026-08-21\|15.30\|-0.71\|15.20\|15.45\|15.02\|89907;2026-08-24\|14.95\|-2.29\|15.20\|15.38\|14.79\|75370;2026-08-25\|15.52\|3.81\|14.80\|15.60\|14.80\|99161;2026-08-26\|15.46\|-0.39\|15.40\|15.61\|15.25\|56293;2026-08-27\|15.46\|0.00\|15.47\|15.54\|15.33\|51077;2026-08-28\|15.44\|-0.13\|15.52\|15.53\|15.31\|43692;2026-08-31\|15.58\|0.91\|15.28\|15.61\|15.24\|51986;2026-09-01\|15.75\|1.09\|15.63\|15.77\|15.50\|57572;2026-09-02\|16.70\|6.03\|15.67\|16.86\|15.52\|219910;2026-09-03\|17.37\|4.01\|16.70\|17.41\|16.60\|292712;2026-09-04\|17.04\|-1.90\|17.21\|17.58\|16.96\|209659;2026-09-07\|18.27\|7.22\|16.90\|18.37\|16.81\|260736;2026-09-08\|17.66\|-3.34\|18.58\|18.61\|17.31\|255735;2026-09-09\|17.25\|-2.32\|17.66\|17.95\|17.21\|154477;2026-09-10\|16.54\|-4.12\|17.28\|17.28\|16.52\|120280;2026-09-11\|16.04\|-3.02\|16.44\|16.62\|15.97\|109425;2026-09-14\|15.89\|-0.94\|15.95\|16.35\|15.83\|79477;2026-09-15\|15.47\|-2.64\|15.80\|15.97\|15.47\|73665;2026-09-16\|15.35\|-0.78\|15.51\|15.57\|15.11\|104478;2026-09-17\|15.61\|1.69\|15.20\|15.79\|15.20\|124551;2026-09-18\|15.67\|0.38\|15.62\|15.88\|15.56\|91542;2026-09-21\|15.92\|1.60\|15.75\|16.30\|15.67\|112672;2026-09-22\|15.78\|-0.88\|15.92\|16.07\|15.70\|81017;2026-09-23\|15.47\|-1.96\|15.83\|15.83\|15.37\|68321;2026-09-24\|16.27\|5.17\|15.40\|16.96\|15.35\|279774;2026-09-28\|17.34\|6.58\|16.21\|17.35\|16.11\|370171;2026-09-29\|16.94\|-2.31\|16.83\|17.08\|16.56\|236670;2026-09-30\|16.97\|0.18\|16.76\|17.35\|16.66\|221967;2026-10-08\|16.33\|-3.77\|16.98\|17.20\|16.25\|205867;2026-10-09\|16.70\|2.27\|16.16\|16.77\|15.27\|227239;2026-10-12\|15.99\|-4.25\|17.03\|17.03\|15.97\|115601;2026-10-13\|15.82\|-1.06\|15.90\|16.20\|15.55\|108786;2026-10-14\|14.69\|-7.14\|15.86\|15.95\|14.68\|172396;2026-10-15\|13.96\|-4.97\|14.10\|14.48\|13.90\|101632;2026-10-16\|14.50\|3.87\|14.12\|14.88\|13.95\|133345;2026-10-19\|15.24\|5.10\|14.30\|15.38\|14.21\|139861;2026-10-20\|15.35\|0.72\|15.14\|15.49\|15.13\|94069;2026-10-21\|15.12\|-1.50\|15.35\|15.43\|15.11\|62845;2026-10-22\|15.14\|0.13\|15.08\|15.68\|15.08\|108067;2026-10-23\|16.18\|6.87\|14.82\|16.30\|14.58\|186522;2026-10-26\|15.58\|-3.71\|15.98\|16.01\|15.34\|123441;2026-10-27\|15.81\|1.48\|15.49\|16.25\|15.49\|133150;2026-10-28\|16.42\|3.86\|15.85\|17.38\|15.82\|257889;2026-10-29\|16.09\|-2.01\|16.04\|17.35\|15.85\|221184;2026-10-30\|15.07\|-6.34\|15.79\|16.17\|15.07\|184597;2026-11-02\|15.79\|4.78\|15.07\|16.05\|14.30\|179614;2026-11-03\|15.33\|-2.91\|15.72\|15.79\|15.16\|93130;2026-11-04\|15.56\|1.50\|15.42\|15.82\|14.71\|151672;2026-11-05\|15.99\|2.76\|15.40\|16.07\|15.19\|150942;2026-11-06\|15.58\|-2.56\|15.45\|16.26\|15.38\|119271
126774	宇树科技上市在即	AI智能体+机器人+工程搅拌设备 1、据2026年6月11日互动易，公司基于DeepSeek架构开发垂直领域智能体，“AI骨料智能上料系统”已在混凝土搅拌站实际应用，通过AI视觉识别实现无人值守作业，能耗降低近20%。 2、据2025年9月2日互动易，公司AI机器人技术已应用于多系列设备，AI高效气动分选机器人识别准确度≥95%，并首创AI+骨料智能上料系统。 3、据2026年4月30日年报，公司主营工程搅拌设备、原生骨料加工处理设备，形成“原生骨料加工处理-工程搅拌-骨料资源化再生处理”全产业链。	1、公司研发的 AI 分拣机器人技术，可高效识别和分拣建筑固废砂石骨料中的杂质； 2、公司核电专用搅拌站已为中核、国核、广核等集团供货，部署近40台设备，实现进口替代	2026-06-29\|25.30\|-1.02\|25.26\|25.64\|24.54\|11990;2026-06-30\|24.80\|-0.88\|25.40\|25.40\|24.57\|9793;2026-07-01\|25.56\|3.06\|25.22\|25.68\|24.54\|18383;2026-07-02\|25.57\|0.04\|25.00\|26.08\|25.00\|11298;2026-07-03\|26.80\|4.81\|25.87\|27.24\|25.61\|21507;2026-07-06\|26.34\|-1.72\|26.64\|27.00\|26.26\|10546;2026-07-07\|25.68\|-2.51\|26.00\|26.48\|25.60\|6644;2026-07-08\|25.20\|-1.87\|25.30\|25.68\|24.74\|10657;2026-07-09\|24.80\|-1.59\|25.15\|25.34\|24.26\|7737;2026-07-10\|25.25\|1.81\|24.90\|25.64\|24.49\|10591;2026-07-13\|24.20\|-4.16\|25.00\|25.23\|24.17\|8876;2026-07-14\|24.60\|1.65\|24.21\|24.64\|23.91\|7987;2026-07-15\|25.08\|1.95\|24.60\|25.21\|24.42\|7186;2026-07-16\|25.18\|0.40\|24.85\|25.59\|24.68\|7417;2026-07-17\|24.31\|-3.46\|25.00\|25.63\|24.07\|11054;2026-07-20\|23.69\|-2.55\|24.31\|25.03\|23.44\|13549;2026-07-21\|23.61\|-0.34\|23.69\|23.94\|22.81\|13388;2026-07-22\|23.20\|-1.74\|23.50\|23.83\|23.09\|8966;2026-07-23\|23.83\|2.72\|23.19\|23.86\|23.00\|8645;2026-07-24\|23.42\|-1.72\|23.60\|23.91\|23.31\|7490;2026-07-27\|24.16\|3.16\|23.15\|24.19\|23.15\|9863;2026-07-28\|23.95\|-0.87\|23.82\|24.35\|23.80\|7769;2026-07-29\|24.28\|1.38\|23.81\|24.35\|23.76\|9160;2026-07-30\|24.31\|0.12\|24.28\|24.69\|24.00\|10275;2026-07-31\|24.88\|2.34\|24.58\|24.94\|24.29\|11103;2026-08-03\|25.78\|3.62\|24.88\|26.18\|24.47\|23581;2026-08-04\|25.47\|-1.20\|25.79\|26.57\|25.23\|17339;2026-08-05\|25.69\|0.86\|25.47\|25.84\|25.22\|17086;2026-08-06\|25.66\|-0.12\|25.72\|25.98\|25.35\|11257;2026-08-07\|25.40\|-1.01\|25.75\|25.75\|25.03\|10239;2026-08-10\|26.07\|2.64\|25.60\|26.08\|25.20\|11902;2026-08-11\|26.04\|-0.12\|25.95\|26.28\|25.54\|10863;2026-08-12\|26.27\|0.88\|26.04\|26.44\|25.81\|8820;2026-08-13\|26.90\|2.40\|26.27\|27.25\|25.90\|26196;2026-08-14\|27.60\|2.60\|26.91\|29.55\|26.08\|61451;2026-08-17\|26.56\|-3.77\|27.36\|27.36\|26.31\|37318;2026-08-18\|29.22\|10.02\|26.30\|29.22\|26.20\|56899;2026-08-19\|27.20\|-6.91\|28.93\|28.93\|27.00\|58526;2026-08-20\|26.96\|-0.88\|27.30\|27.70\|26.80\|28910;2026-08-21\|26.56\|-1.48\|26.88\|26.88\|25.78\|22555;2026-08-24\|26.35\|-0.79\|26.61\|26.78\|26.01\|16139;2026-08-25\|26.39\|0.15\|25.84\|26.46\|25.52\|20471;2026-08-26\|26.04\|-1.33\|26.10\|26.66\|26.04\|15332;2026-08-27\|26.11\|0.27\|26.08\|26.86\|25.66\|24398;2026-08-28\|26.68\|2.18\|26.10\|27.20\|25.85\|27478;2026-08-31\|26.90\|0.82\|26.36\|27.30\|26.36\|26157;2026-09-01\|26.93\|0.11\|26.78\|27.50\|26.64\|24638;2026-09-02\|27.25\|1.19\|26.67\|27.66\|26.44\|30742;2026-09-03\|26.79\|-1.69\|27.30\|27.38\|26.66\|17623;2026-09-04\|27.45\|2.46\|26.89\|27.99\|26.68\|30582;2026-09-07\|27.16\|-1.06\|27.36\|27.45\|26.87\|20942;2026-09-08\|27.10\|-0.22\|27.00\|27.27\|26.92\|17238;2026-09-09\|26.44\|-2.44\|27.03\|27.13\|26.31\|17404;2026-09-10\|26.45\|0.04\|26.21\|26.87\|26.10\|12663;2026-09-11\|25.49\|-3.63\|26.20\|26.75\|25.37\|14238;2026-09-14\|25.78\|1.14\|25.49\|25.89\|25.26\|9783;2026-09-15\|25.16\|-2.40\|25.99\|25.99\|25.15\|10489;2026-09-16\|25.90\|2.94\|25.02\|25.97\|24.82\|14541;2026-09-17\|25.80\|-0.39\|25.60\|25.98\|25.33\|10324;2026-09-18\|25.98\|0.70\|25.85\|26.39\|25.73\|10964;2026-09-21\|26.03\|0.19\|25.88\|26.17\|25.87\|8924;2026-09-22\|25.94\|-0.35\|26.15\|26.26\|25.84\|7017;2026-09-23\|26.75\|3.12\|25.83\|26.81\|25.69\|20953;2026-09-24\|28.31\|5.83\|26.78\|28.70\|26.55\|65442;2026-09-28\|27.41\|-3.18\|28.00\|28.26\|27.24\|35215;2026-09-29\|27.20\|-0.77\|27.43\|27.57\|27.15\|18050;2026-09-30\|27.51\|1.14\|27.30\|27.80\|27.17\|17856;2026-10-08\|27.89\|1.38\|27.75\|28.12\|27.43\|20603;2026-10-09\|28.90\|3.62\|27.72\|28.90\|27.61\|31119;2026-10-12\|27.80\|-3.81\|28.90\|28.96\|27.65\|19839;2026-10-13\|27.72\|-0.29\|27.26\|27.96\|27.18\|11796;2026-10-14\|26.87\|-3.07\|27.61\|27.94\|26.82\|12995;2026-10-15\|27.00\|0.48\|26.60\|27.70\|26.31\|14371;2026-10-16\|26.90\|-0.37\|27.50\|27.50\|26.55\|13139;2026-10-19\|26.15\|-2.79\|26.66\|26.89\|25.51\|13561;2026-10-20\|26.40\|0.96\|26.01\|27.18\|26.01\|13020;2026-10-21\|26.42\|0.08\|26.69\|27.05\|26.23\|9417;2026-10-22\|29.06\|9.99\|27.94\|29.06\|27.74\|56750;2026-10-23\|31.97\|10.01\|31.86\|31.97\|31.82\|36794;2026-10-26\|33.04\|3.35\|33.54\|35.17\|32.00\|161714;2026-10-27\|29.74\|-9.99\|29.74\|30.00\|29.74\|24964;2026-10-28\|27.73\|-6.76\|26.77\|28.52\|26.77\|115834;2026-10-29\|24.96\|-9.99\|26.90\|26.90\|24.96\|85243;2026-10-30\|23.14\|-7.29\|23.46\|24.35\|23.10\|54607;2026-11-02\|24.02\|3.80\|23.56\|24.57\|22.40\|51219;2026-11-03\|24.22\|0.83\|24.04\|25.45\|23.93\|43097;2026-11-04\|24.40\|0.74\|24.22\|24.62\|23.79\|45915;2026-11-05\|25.19\|3.24\|25.00\|25.38\|24.42\|42289;2026-11-06\|24.57\|-2.46\|24.01\|24.96\|24.01\|24753
126773	摩根大通：下一轮全球粮食危机可能正在酝酿之中	粮食概念+油脂加工+国企改革行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。该行分析师将驱动因素归结为“五个W”：战争（War）、天气（Weather）、仓储（Warehousing）、水（Water）和浪费（Waste）。公司原因： 1、据2025年年度报告，公司主营业务为油脂油料加工及食品加工，业务区域立足北京、辐射京津冀，拥有“古船”“古币”“绿宝”等品牌。 2、据2025年年度报告，公司核心加工产能位于京粮天津，毗邻天津港及中储粮油脂国家储备库，能有效降低原料转运成本并保障压榨利润。 3、据2025年年度报告，公司最终控制人为北京市人民政府国有资产监督管理委员会。	1、海南本地股；公司主营植物油加工、休闲食品、面包制作等，主要产品有大豆油、植物蛋白等大豆制品，拥有大豆蛋白肉生产工艺； 2、旗下五星级酒店三亚珠江国际度假酒店是海南旅游市场的旗舰酒店之一	2026-06-29\|5.09\|0.39\|5.05\|5.13\|4.92\|89768;2026-06-30\|5.03\|-1.18\|5.05\|5.12\|4.97\|72490;2026-07-01\|5.21\|3.58\|5.05\|5.29\|5.02\|98117;2026-07-02\|5.26\|0.96\|5.19\|5.38\|5.18\|79557;2026-07-03\|5.30\|0.76\|5.26\|5.36\|5.20\|56716;2026-07-06\|5.32\|0.38\|5.31\|5.39\|5.28\|52511;2026-07-07\|5.19\|-2.44\|5.29\|5.35\|5.15\|51368;2026-07-08\|5.23\|0.77\|5.17\|5.23\|5.09\|56525;2026-07-09\|5.21\|-0.38\|5.18\|5.29\|5.12\|57671;2026-07-10\|5.34\|2.50\|5.20\|5.42\|5.11\|94917;2026-07-13\|5.26\|-1.50\|5.34\|5.38\|5.23\|62928;2026-07-14\|5.38\|2.28\|5.25\|5.38\|5.22\|68747;2026-07-15\|5.50\|2.23\|5.33\|5.53\|5.32\|71300;2026-07-16\|5.53\|0.55\|5.46\|5.58\|5.45\|67741;2026-07-17\|5.42\|-1.99\|5.50\|5.59\|5.35\|81631;2026-07-20\|5.35\|-1.29\|5.40\|5.51\|5.28\|96721;2026-07-21\|5.26\|-1.68\|5.31\|5.35\|5.21\|102833;2026-07-22\|5.27\|0.19\|5.22\|5.32\|5.20\|62686;2026-07-23\|5.41\|2.66\|5.31\|5.42\|5.26\|71093;2026-07-24\|5.25\|-2.96\|5.40\|5.44\|5.25\|56101;2026-07-27\|5.37\|2.29\|5.23\|5.41\|5.22\|55558;2026-07-28\|5.45\|1.49\|5.37\|5.49\|5.35\|53274;2026-07-29\|5.53\|1.47\|5.45\|5.57\|5.41\|66292;2026-07-30\|5.53\|0.00\|5.50\|5.64\|5.49\|71543;2026-07-31\|5.58\|0.90\|5.50\|5.59\|5.45\|66076;2026-08-03\|5.69\|1.97\|5.63\|5.70\|5.57\|74576;2026-08-04\|5.64\|-0.88\|5.68\|5.72\|5.61\|61377;2026-08-05\|5.60\|-0.71\|5.64\|5.64\|5.54\|70211;2026-08-06\|5.93\|5.89\|5.60\|6.10\|5.52\|314796;2026-08-07\|5.78\|-2.53\|5.75\|5.82\|5.60\|284454;2026-08-10\|5.84\|1.04\|5.72\|5.84\|5.71\|175491;2026-08-11\|5.72\|-2.05\|5.84\|5.86\|5.72\|97148;2026-08-12\|5.73\|0.17\|5.70\|5.75\|5.66\|76908;2026-08-13\|5.65\|-1.40\|5.71\|5.74\|5.64\|79810;2026-08-14\|5.61\|-0.71\|5.64\|5.65\|5.50\|95161;2026-08-17\|6.17\|9.98\|5.67\|6.17\|5.67\|232913;2026-08-18\|6.79\|10.05\|6.22\|6.79\|6.11\|772306;2026-08-19\|7.47\|10.01\|6.93\|7.47\|6.91\|678937;2026-08-20\|7.49\|0.27\|6.88\|8.10\|6.72\|1311012;2026-08-21\|6.74\|-10.01\|7.11\|7.25\|6.74\|620432;2026-08-24\|6.66\|-1.19\|6.61\|7.06\|6.28\|837346;2026-08-25\|6.98\|4.80\|6.57\|7.28\|6.52\|975942;2026-08-26\|7.02\|0.57\|6.78\|7.21\|6.65\|886869;2026-08-27\|7.21\|2.71\|7.02\|7.33\|6.95\|883295;2026-08-28\|7.34\|1.80\|7.12\|7.50\|7.00\|954431;2026-08-31\|7.04\|-4.09\|7.35\|7.44\|6.96\|858040;2026-09-01\|7.74\|9.94\|6.98\|7.74\|6.97\|431732;2026-09-02\|7.09\|-8.40\|8.51\|8.51\|6.98\|1226488;2026-09-03\|6.73\|-5.08\|6.89\|7.02\|6.61\|828742;2026-09-04\|7.06\|4.90\|6.65\|7.26\|6.52\|914240;2026-09-07\|7.35\|4.11\|7.15\|7.43\|7.06\|770200;2026-09-08\|7.72\|5.03\|7.38\|7.91\|7.38\|912373;2026-09-09\|7.94\|2.85\|7.44\|8.26\|7.44\|1050340;2026-09-10\|7.43\|-6.42\|7.70\|7.82\|7.37\|689511;2026-09-11\|7.03\|-5.38\|7.45\|7.59\|6.93\|540350;2026-09-14\|6.65\|-5.41\|6.93\|7.05\|6.54\|521038;2026-09-15\|6.36\|-4.36\|6.67\|6.86\|6.33\|403721;2026-09-16\|6.33\|-0.47\|6.33\|6.44\|6.17\|303910;2026-09-17\|6.63\|4.74\|6.43\|6.83\|6.24\|563533;2026-09-18\|6.71\|1.21\|6.45\|6.79\|6.42\|477027;2026-09-21\|6.88\|2.53\|6.73\|6.91\|6.54\|403169;2026-09-22\|6.78\|-1.45\|6.90\|6.90\|6.62\|312262;2026-09-23\|6.60\|-2.65\|6.74\|6.76\|6.58\|244834;2026-09-24\|6.36\|-3.64\|6.63\|6.64\|6.31\|228988;2026-09-28\|6.13\|-3.62\|6.37\|6.43\|5.94\|280641;2026-09-29\|6.07\|-0.98\|6.10\|6.16\|6.03\|152868;2026-09-30\|6.28\|3.46\|6.16\|6.40\|6.09\|252669;2026-10-08\|6.32\|0.64\|6.28\|6.58\|6.28\|294340;2026-10-09\|6.70\|6.01\|6.32\|6.72\|6.25\|451550;2026-10-12\|6.29\|-6.12\|6.61\|6.86\|6.26\|470931;2026-10-13\|6.40\|1.75\|6.20\|6.48\|6.08\|361598;2026-10-14\|6.23\|-2.66\|6.46\|6.46\|6.18\|221184;2026-10-15\|5.93\|-4.82\|6.10\|6.21\|5.89\|227282;2026-10-16\|5.96\|0.51\|5.95\|6.09\|5.88\|183985;2026-10-19\|5.77\|-3.19\|5.89\|5.91\|5.67\|200410;2026-10-20\|5.82\|0.87\|5.74\|5.90\|5.70\|148396;2026-10-21\|5.88\|1.03\|5.86\|6.02\|5.82\|150279;2026-10-22\|5.65\|-3.91\|5.86\|5.96\|5.63\|145246;2026-10-23\|5.65\|0.00\|5.61\|5.68\|5.36\|193208;2026-10-26\|5.61\|-0.71\|5.63\|5.65\|5.52\|122127;2026-10-27\|5.51\|-1.78\|5.93\|5.93\|5.50\|257846;2026-10-28\|5.48\|-0.54\|5.49\|5.57\|5.41\|182120;2026-10-29\|5.43\|-0.91\|5.47\|5.57\|5.43\|145158;2026-10-30\|5.32\|-2.03\|5.41\|5.53\|5.31\|160922;2026-11-02\|5.47\|2.82\|5.32\|5.50\|5.23\|169057;2026-11-03\|5.55\|1.46\|5.43\|5.67\|5.41\|162201;2026-11-04\|5.61\|1.08\|5.55\|5.64\|5.50\|188018;2026-11-05\|5.68\|1.25\|5.58\|5.76\|5.55\|146171;2026-11-06\|5.71\|0.53\|5.58\|5.79\|5.55\|266101
126772	1-7月中国创新药BD交易总金额达1063亿美元	化学制药+抗肿瘤+感冒止咳 1、据2026年4月29日年报，公司处方药品种覆盖抗肿瘤及心血管等治疗领域，年销售额过亿元的优势品类包括抗肿瘤药系列；公司核心产品斑蝥酸钠维生素B6注射液是创新型抗肿瘤产品，拥有20年国家专利保护。 2、据2026年4月29日年报，公司“神奇”品牌有超30年历史，是中国驰名商标，OTC业务覆盖感冒止咳、小儿用药等几十个品类，药品批准文号141个。	公司拥有中国驰名商标“神奇”品牌，其中枇杷止咳颗粒、强力枇杷露等较为知名	2026-06-29\|4.61\|3.13\|4.47\|4.65\|4.33\|89053;2026-06-30\|4.44\|-3.69\|4.59\|4.62\|4.38\|91953;2026-07-01\|4.63\|4.28\|4.44\|4.66\|4.39\|100329;2026-07-02\|4.70\|1.51\|4.64\|4.82\|4.58\|103767;2026-07-03\|4.81\|2.34\|4.71\|4.82\|4.67\|88667;2026-07-06\|4.82\|0.21\|4.80\|4.91\|4.76\|80185;2026-07-07\|4.61\|-4.36\|4.84\|4.84\|4.58\|84790;2026-07-08\|4.63\|0.43\|4.57\|4.70\|4.50\|65589;2026-07-09\|4.55\|-1.73\|4.60\|4.71\|4.48\|74589;2026-07-10\|4.73\|3.96\|4.54\|4.79\|4.45\|116322;2026-07-13\|4.81\|1.69\|4.74\|4.85\|4.72\|144080;2026-07-14\|4.99\|3.74\|4.80\|5.01\|4.72\|180451;2026-07-15\|5.11\|2.40\|4.97\|5.18\|4.92\|171032;2026-07-16\|5.18\|1.37\|5.10\|5.23\|5.01\|132802;2026-07-17\|4.90\|-5.41\|5.15\|5.23\|4.88\|130948;2026-07-20\|4.92\|0.41\|4.90\|5.03\|4.84\|106684;2026-07-21\|4.77\|-3.05\|4.92\|4.92\|4.66\|128446;2026-07-22\|4.74\|-0.63\|4.71\|4.91\|4.71\|84203;2026-07-23\|4.86\|2.53\|4.73\|4.92\|4.69\|98592;2026-07-24\|4.70\|-3.29\|4.85\|4.90\|4.69\|87763;2026-07-27\|4.82\|2.55\|4.69\|4.86\|4.66\|83686;2026-07-28\|4.85\|0.62\|4.77\|4.95\|4.77\|88960;2026-07-29\|4.88\|0.62\|4.85\|4.96\|4.84\|69344;2026-07-30\|4.86\|-0.41\|4.86\|4.97\|4.80\|77217;2026-07-31\|4.91\|1.03\|4.86\|4.92\|4.82\|84355;2026-08-03\|4.99\|1.63\|4.91\|5.00\|4.90\|65820;2026-08-04\|5.02\|0.60\|5.02\|5.11\|5.00\|74656;2026-08-05\|4.94\|-1.59\|5.02\|5.03\|4.90\|75111;2026-08-06\|5.00\|1.21\|4.95\|5.00\|4.87\|76207;2026-08-07\|5.09\|1.80\|4.98\|5.09\|4.93\|106046;2026-08-10\|5.19\|1.96\|5.07\|5.26\|5.07\|112336;2026-08-11\|5.17\|-0.39\|5.16\|5.26\|5.16\|102935;2026-08-12\|5.30\|2.51\|5.19\|5.35\|5.11\|162014;2026-08-13\|5.83\|10.00\|5.30\|5.83\|5.10\|233667;2026-08-14\|6.41\|9.95\|6.41\|6.41\|6.41\|124938;2026-08-17\|7.05\|9.98\|6.90\|7.05\|6.78\|392467;2026-08-18\|7.76\|10.07\|7.76\|7.76\|7.60\|723040;2026-08-19\|7.78\|0.26\|8.19\|8.54\|7.38\|1625428;2026-08-20\|8.56\|10.03\|8.56\|8.56\|8.50\|601592;2026-08-21\|9.00\|5.14\|7.70\|9.19\|7.70\|1763221;2026-08-24\|9.90\|10.00\|9.32\|9.90\|9.04\|975750;2026-08-25\|10.27\|3.74\|9.55\|10.28\|9.06\|1729390;2026-08-26\|10.55\|2.73\|10.11\|10.56\|9.88\|1391637;2026-08-27\|11.61\|10.05\|11.61\|11.61\|11.39\|583636;2026-08-28\|12.40\|6.80\|12.53\|12.77\|11.13\|1981621;2026-08-31\|11.16\|-10.00\|11.16\|11.16\|11.16\|96836;2026-09-01\|11.16\|0.00\|10.04\|11.98\|10.04\|1878111;2026-09-02\|10.04\|-10.04\|10.06\|10.70\|10.04\|1176070;2026-09-03\|9.09\|-9.46\|9.52\|9.85\|9.04\|1297776;2026-09-04\|9.02\|-0.77\|9.12\|9.39\|8.76\|1144068;2026-09-07\|9.41\|4.32\|8.97\|9.59\|8.88\|1115029;2026-09-08\|9.91\|5.31\|9.50\|10.35\|9.23\|1514127;2026-09-09\|9.02\|-8.98\|9.70\|10.01\|8.93\|1285353;2026-09-10\|8.51\|-5.65\|8.77\|9.01\|8.20\|1122409;2026-09-11\|8.10\|-4.82\|8.42\|8.52\|8.03\|696666;2026-09-14\|8.53\|5.31\|8.08\|8.65\|7.92\|784072;2026-09-15\|8.23\|-3.52\|8.50\|8.63\|8.20\|583826;2026-09-16\|8.20\|-0.36\|8.15\|8.49\|8.04\|482718;2026-09-17\|8.54\|4.15\|8.27\|9.02\|8.13\|1128759;2026-09-18\|8.41\|-1.52\|8.12\|8.70\|8.12\|995682;2026-09-21\|9.25\|9.99\|8.46\|9.25\|8.41\|891214;2026-09-22\|9.43\|1.95\|9.25\|9.60\|9.05\|1619574;2026-09-23\|8.66\|-8.17\|9.10\|9.29\|8.61\|1134845;2026-09-24\|8.25\|-4.73\|8.50\|8.76\|8.20\|743402;2026-09-28\|8.29\|0.48\|8.31\|8.82\|8.04\|711239;2026-09-29\|8.11\|-2.17\|8.05\|8.55\|7.90\|557888;2026-09-30\|8.19\|0.99\|8.07\|8.60\|8.02\|597114;2026-10-08\|8.20\|0.12\|8.35\|8.73\|8.15\|747762;2026-10-09\|8.72\|6.34\|8.36\|8.75\|7.94\|906992;2026-10-12\|7.99\|-8.37\|8.52\|8.72\|7.96\|706992;2026-10-13\|8.07\|1.00\|7.86\|8.10\|7.55\|507820;2026-10-14\|7.66\|-5.08\|7.99\|7.99\|7.66\|381919;2026-10-15\|7.69\|0.39\|7.57\|8.29\|7.47\|797035;2026-10-16\|8.01\|4.16\|7.70\|8.46\|7.70\|1235979;2026-10-19\|7.30\|-8.86\|7.68\|7.73\|7.21\|1014972;2026-10-20\|7.25\|-0.68\|7.21\|7.37\|7.08\|593075;2026-10-21\|7.35\|1.38\|7.49\|7.60\|7.32\|546228;2026-10-22\|6.83\|-7.07\|7.32\|7.32\|6.77\|436889;2026-10-23\|6.69\|-2.05\|6.68\|6.73\|6.29\|427257;2026-10-26\|6.51\|-2.69\|6.63\|6.66\|6.41\|305008;2026-10-27\|6.28\|-3.53\|6.55\|6.63\|6.27\|277521;2026-10-28\|6.35\|1.11\|6.31\|6.42\|6.16\|307722;2026-10-29\|6.26\|-1.42\|6.28\|6.50\|6.23\|254894;2026-10-30\|6.29\|0.48\|6.18\|6.77\|6.00\|507060;2026-11-02\|6.43\|2.23\|6.27\|6.44\|6.00\|393480;2026-11-03\|6.26\|-2.64\|6.38\|6.52\|6.18\|331720;2026-11-04\|6.44\|2.88\|6.23\|6.45\|6.12\|366554;2026-11-05\|6.57\|2.02\|6.49\|6.63\|6.44\|343919;2026-11-06\|6.40\|-2.59\|6.30\|6.54\|6.29\|250642
126771	宇树科技上市在即	机器人轴承+汽车轴承+湖北国资 1、据2026年7月9日互动易，公司柔性轴承、交叉滚子轴承已经试制完成，目前处于送样验证阶段；据2026年4月28日年报，机器人用精密轴承产品研发项目已进入开发试制阶段，目标产品进入国内外机器人及相关零部件生产厂家。 2、据2026年4月28日年报，公司是国内汽车轴承龙头企业，主要产品为轴承、等速万向节、轮毂轴承单元等，客户涵盖大部分汽车整车制造企业。 3、据2026年2月14日公告，公司控股股东为三环集团有限公司，实际控制人为湖北省人民政府国有资产监督管理委员会。	1、公司是湖北省军民融合企业，根据2024年报东风公司的军车轴承一直指定公司独家供应； 2、公司主营汽车用减速器用圆锥轴承、球轴承等，公告称暂无机器人轴承的市场应用	2026-06-29\|8.35\|0.00\|8.35\|8.41\|8.05\|130761;2026-06-30\|8.50\|1.80\|8.31\|8.55\|8.26\|114394;2026-07-01\|8.94\|5.18\|8.55\|9.13\|8.50\|201452;2026-07-02\|8.98\|0.45\|8.95\|9.36\|8.88\|173913;2026-07-03\|9.59\|6.79\|9.09\|9.83\|9.05\|338333;2026-07-06\|8.98\|-6.36\|9.50\|9.50\|8.96\|229784;2026-07-07\|8.54\|-4.90\|9.01\|9.23\|8.53\|143632;2026-07-08\|8.26\|-3.28\|8.53\|8.53\|8.25\|113035;2026-07-09\|8.09\|-2.06\|8.18\|8.29\|7.89\|122646;2026-07-10\|8.47\|4.70\|8.05\|8.69\|7.99\|180568;2026-07-13\|7.94\|-6.26\|8.43\|8.44\|7.91\|128870;2026-07-14\|8.02\|1.01\|7.93\|8.04\|7.76\|92149;2026-07-15\|8.10\|1.00\|7.96\|8.27\|7.92\|95108;2026-07-16\|8.30\|2.47\|8.02\|8.39\|8.00\|132340;2026-07-17\|7.87\|-5.18\|8.28\|8.40\|7.75\|125353;2026-07-20\|7.69\|-2.29\|7.87\|8.10\|7.60\|119597;2026-07-21\|7.75\|0.78\|7.94\|7.94\|7.32\|136746;2026-07-22\|7.66\|-1.16\|7.68\|7.74\|7.55\|83207;2026-07-23\|7.87\|2.74\|7.63\|7.90\|7.56\|100078;2026-07-24\|7.66\|-2.67\|7.86\|7.86\|7.65\|63597;2026-07-27\|7.94\|3.66\|7.61\|7.96\|7.59\|90848;2026-07-28\|7.96\|0.25\|7.89\|8.08\|7.85\|65708;2026-07-29\|8.10\|1.76\|7.90\|8.15\|7.90\|86120;2026-07-30\|8.11\|0.12\|8.07\|8.25\|8.00\|89839;2026-07-31\|8.45\|4.19\|8.19\|8.50\|8.19\|128761;2026-08-03\|8.88\|5.09\|8.62\|9.04\|8.48\|186647;2026-08-04\|8.89\|0.11\|8.83\|8.97\|8.70\|140399;2026-08-05\|9.02\|1.46\|8.97\|9.06\|8.84\|129007;2026-08-06\|8.94\|-0.89\|8.98\|9.16\|8.81\|115775;2026-08-07\|8.82\|-1.34\|9.00\|9.00\|8.65\|100290;2026-08-10\|8.96\|1.59\|8.88\|8.98\|8.65\|81151;2026-08-11\|9.05\|1.00\|8.99\|9.11\|8.78\|111632;2026-08-12\|9.19\|1.55\|9.05\|9.27\|8.96\|119731;2026-08-13\|9.01\|-1.96\|9.18\|9.26\|9.00\|88039;2026-08-14\|8.94\|-0.78\|9.01\|9.05\|8.85\|66124;2026-08-17\|9.55\|6.82\|8.91\|9.83\|8.83\|504936;2026-08-18\|10.51\|10.05\|9.56\|10.51\|9.25\|459288;2026-08-19\|9.46\|-9.99\|10.19\|10.30\|9.46\|315745;2026-08-20\|8.58\|-9.30\|9.08\|9.08\|8.51\|434317;2026-08-21\|8.61\|0.35\|8.56\|8.69\|8.32\|237682;2026-08-24\|8.32\|-3.37\|8.67\|8.77\|8.26\|163922;2026-08-25\|8.65\|3.97\|8.27\|8.85\|8.21\|242247;2026-08-26\|8.77\|1.39\|8.66\|8.97\|8.58\|193137;2026-08-27\|8.98\|2.39\|8.66\|9.04\|8.63\|159725;2026-08-28\|8.86\|-1.34\|9.00\|9.04\|8.83\|107614;2026-08-31\|9.05\|2.14\|8.85\|9.07\|8.79\|110483;2026-09-01\|9.14\|0.99\|9.03\|9.19\|9.00\|94546;2026-09-02\|9.24\|1.09\|9.06\|9.31\|9.03\|120494;2026-09-03\|9.34\|1.08\|9.25\|9.54\|9.24\|184070;2026-09-04\|9.22\|-1.28\|9.50\|9.59\|9.18\|162011;2026-09-07\|9.37\|1.63\|9.25\|9.42\|9.17\|89453;2026-09-08\|9.47\|1.07\|9.40\|9.48\|9.28\|89447;2026-09-09\|9.31\|-1.69\|9.45\|9.46\|9.25\|71331;2026-09-10\|9.10\|-2.26\|9.21\|9.25\|9.08\|60510;2026-09-11\|8.95\|-1.65\|9.01\|9.10\|8.85\|69277;2026-09-14\|8.83\|-1.34\|8.91\|9.00\|8.81\|54687;2026-09-15\|8.62\|-2.38\|8.89\|8.89\|8.62\|59515;2026-09-16\|8.63\|0.12\|8.60\|8.70\|8.50\|55711;2026-09-17\|9.02\|4.52\|8.59\|9.27\|8.56\|149312;2026-09-18\|8.96\|-0.67\|9.00\|9.10\|8.87\|102385;2026-09-21\|9.02\|0.67\|8.95\|9.16\|8.91\|73660;2026-09-22\|8.89\|-1.44\|9.05\|9.07\|8.85\|70678;2026-09-23\|8.80\|-1.01\|8.89\|8.93\|8.77\|48312;2026-09-24\|9.68\|10.00\|8.77\|9.68\|8.73\|266751;2026-09-28\|10.65\|10.02\|10.45\|10.65\|10.18\|349857;2026-09-29\|11.72\|10.05\|11.72\|11.72\|11.72\|94502;2026-09-30\|12.89\|9.98\|10.69\|12.89\|10.69\|903178;2026-10-08\|12.24\|-5.04\|13.00\|13.90\|12.05\|1297358;2026-10-09\|12.62\|3.10\|12.00\|13.27\|11.10\|1220670;2026-10-12\|11.36\|-9.98\|11.66\|11.97\|11.36\|653809;2026-10-13\|11.07\|-2.55\|10.54\|11.27\|10.43\|725457;2026-10-14\|10.48\|-5.33\|10.84\|11.00\|10.20\|593911;2026-10-15\|9.94\|-5.15\|10.10\|10.42\|9.90\|400048;2026-10-16\|10.93\|9.96\|10.02\|10.93\|9.95\|604890;2026-10-19\|11.03\|0.91\|10.40\|11.40\|10.27\|909771;2026-10-20\|11.21\|1.63\|10.94\|11.58\|10.65\|929488;2026-10-21\|10.94\|-2.41\|11.04\|11.42\|10.81\|718210;2026-10-22\|12.03\|9.96\|11.02\|12.03\|10.99\|732905;2026-10-23\|13.23\|9.98\|11.68\|13.23\|11.25\|1253521;2026-10-26\|14.55\|9.98\|14.19\|14.55\|13.91\|886211;2026-10-27\|16.01\|10.03\|15.24\|16.01\|14.68\|945487;2026-10-28\|17.61\|9.99\|16.96\|17.61\|16.66\|477219;2026-10-29\|18.75\|6.47\|19.37\|19.37\|18.57\|1927206;2026-10-30\|18.08\|-3.57\|18.56\|19.86\|17.78\|1702809;2026-11-02\|19.89\|10.01\|18.07\|19.89\|17.34\|1527450;2026-11-03\|20.26\|1.86\|19.91\|20.44\|19.30\|1561860;2026-11-04\|19.48\|-3.85\|19.60\|19.70\|18.23\|1568811;2026-11-05\|19.74\|1.33\|19.40\|20.40\|18.46\|1490922;2026-11-06\|17.77\|-9.98\|17.97\|19.19\|17.77\|864016

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