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
119849	MPO、FAU、CPO等行业新技术受关注	光通信芯片+高功率激光芯片+可控核聚变行业原因： 1、据央视财经报道，今年以来，华工正源（华工科技旗下核心子公司）800G以上光模块出口同比增长超过100倍。 2、美股康宁昨日大涨15％，股价续创历史新高。康宁此前推出下一代玻璃光互连组件Glass Bridge技术。该技术主要面向CPO及玻璃基板半导体封装市场，旨在解决AI数据中心架构连接需求。公司原因： 1、据2026年6月22日互动易，公司100G EML产品良率在持续爬升中，目前相关产品市场需求紧缺，公司正积极抓住机遇开拓市场和新客户；据2026年6月16日互动易，公司100G EML芯片在持续批量交付。 2、据2025年年报，公司作为“激光芯片第一股”，主营高功率半导体激光芯片，已建成覆盖芯片设计、外延生长等环节的IDM全流程工艺平台和6吋量产线，形成了VCSEL、EML等四大类光通信芯片产品矩阵。 3、据2025年5月6日互动易，公司为可控激光核聚变这一惯性约束技术路线开发了高效率、高脉冲功率工作的激光芯片及高功率阵列模块，助力激光核聚变商业化。	国内高功率半导体激光芯片龙头；公司的100EML芯片可以应用在800G的光模块上	2026-05-08\|438.88\|11.71\|376.88\|449.99\|376.87\|180197;2026-05-11\|433.30\|-1.27\|438.89\|449.18\|420.00\|150821;2026-05-12\|431.49\|-0.42\|444.44\|460.00\|430.10\|119119;2026-05-13\|436.90\|1.25\|419.00\|438.80\|419.00\|102355;2026-05-14\|448.10\|2.56\|443.00\|463.37\|430.89\|125910;2026-05-15\|418.31\|-6.65\|458.88\|460.00\|412.00\|118086;2026-05-18\|408.02\|-2.46\|410.00\|424.99\|403.50\|96283;2026-05-19\|401.71\|-1.55\|396.88\|403.45\|383.83\|104316;2026-05-20\|393.98\|-1.92\|399.59\|401.96\|380.00\|117646;2026-05-21\|356.97\|-9.39\|395.00\|396.90\|355.00\|166810;2026-05-22\|376.10\|5.36\|366.60\|387.83\|355.20\|141486;2026-05-25\|375.68\|-0.11\|377.91\|382.70\|365.10\|127631;2026-05-26\|357.80\|-4.76\|370.00\|373.33\|347.00\|137751;2026-05-27\|360.34\|0.71\|357.80\|375.88\|350.02\|124847;2026-05-28\|395.58\|9.78\|363.19\|400.00\|344.25\|193236;2026-05-29\|394.74\|-0.21\|392.00\|409.70\|374.51\|194536;2026-06-01\|340.00\|-13.87\|375.00\|375.60\|335.04\|161938;2026-06-02\|353.70\|4.03\|346.99\|362.60\|330.91\|133439;2026-06-03\|381.01\|7.72\|366.58\|407.56\|366.58\|194857;2026-06-04\|389.90\|2.33\|365.00\|395.56\|365.00\|140967;2026-06-05\|368.61\|-5.46\|380.00\|412.00\|368.53\|152665;2026-06-08\|334.00\|-9.39\|340.00\|353.31\|330.01\|124066;2026-06-09\|360.88\|8.05\|343.00\|370.93\|335.27\|127716;2026-06-10\|342.00\|-5.23\|350.17\|351.86\|333.01\|103286;2026-06-11\|361.27\|5.63\|342.00\|375.95\|342.00\|130587;2026-06-12\|334.35\|-7.45\|378.97\|379.26\|328.86\|145977;2026-06-15\|360.50\|7.82\|338.00\|360.60\|323.20\|124635;2026-06-16\|375.33\|4.11\|360.95\|387.98\|355.00\|147915;2026-06-17\|371.50\|-1.02\|360.90\|376.00\|360.00\|141403;2026-06-18\|391.07\|5.27\|381.00\|401.20\|377.00\|166235;2026-06-22\|412.37\|5.45\|391.00\|415.00\|378.00\|181099;2026-06-23\|392.05\|-4.93\|403.00\|410.00\|382.50\|118896;2026-06-24\|420.00\|7.13\|384.50\|420.00\|384.50\|136329;2026-06-25\|441.80\|5.19\|428.00\|450.99\|414.00\|149241;2026-06-26\|396.00\|-10.37\|425.05\|439.00\|395.01\|132659;2026-06-29\|418.33\|5.64\|401.27\|435.13\|390.00\|127245;2026-06-30\|502.00\|20.00\|423.00\|502.00\|420.51\|205087;2026-07-01\|474.35\|-5.51\|504.00\|509.11\|465.00\|163547;2026-07-02\|429.00\|-9.56\|450.00\|473.36\|425.00\|118799;2026-07-03\|410.60\|-4.29\|423.30\|441.01\|400.88\|106518;2026-07-06\|425.50\|3.63\|428.00\|459.88\|420.11\|140487;2026-07-07\|411.00\|-3.41\|428.00\|433.00\|388.22\|122760;2026-07-08\|413.99\|0.73\|418.88\|440.50\|403.00\|117504;2026-07-09\|472.44\|14.12\|429.97\|478.83\|416.02\|156464;2026-07-10\|445.60\|-5.68\|485.00\|506.70\|445.21\|164780;2026-07-13\|403.69\|-9.41\|426.93\|454.87\|402.00\|114768;2026-07-14\|459.00\|13.70\|411.20\|474.98\|398.10\|159372;2026-07-15\|447.00\|-2.61\|467.00\|475.91\|438.22\|125078;2026-07-16\|426.51\|-4.58\|420.59\|455.00\|409.00\|104986;2026-07-17\|341.21\|-20.00\|419.00\|423.00\|341.21\|171214;2026-07-20\|301.00\|-11.78\|350.99\|359.99\|275.60\|202669;2026-07-21\|325.60\|8.17\|308.00\|330.00\|254.01\|192260;2026-07-22\|300.03\|-7.85\|324.36\|344.00\|298.50\|165476;2026-07-23\|293.04\|-2.33\|307.50\|329.60\|284.57\|142851;2026-07-24\|289.51\|-1.20\|289.38\|302.99\|284.00\|99048;2026-07-27\|312.00\|7.77\|287.18\|313.31\|280.08\|110002;2026-07-28\|263.88\|-15.42\|295.00\|299.80\|260.01\|131654;2026-07-29\|251.10\|-4.84\|262.99\|267.98\|235.21\|158039;2026-07-30\|213.00\|-15.17\|247.50\|250.00\|206.00\|183529;2026-07-31\|227.38\|6.75\|244.00\|249.52\|227.00\|139383;2026-08-03\|236.29\|3.92\|225.40\|243.58\|222.50\|126771;2026-08-04\|266.17\|12.65\|246.00\|274.10\|240.05\|200025;2026-08-05\|259.00\|-2.69\|244.61\|262.52\|237.32\|209211;2026-08-06\|267.80\|3.40\|250.08\|277.98\|249.30\|152699;2026-08-07\|285.52\|6.62\|266.19\|290.68\|266.19\|169754;2026-08-10\|284.50\|-0.36\|285.03\|295.52\|271.00\|119989;2026-08-11\|285.29\|0.28\|278.00\|294.90\|263.05\|133941;2026-08-12\|301.47\|5.67\|288.99\|311.48\|288.00\|125701;2026-08-13\|300.91\|-0.19\|311.00\|320.60\|300.46\|114601;2026-08-14\|312.00\|3.69\|303.57\|315.62\|295.00\|99432;2026-08-17\|332.88\|6.69\|315.74\|334.88\|309.00\|105386;2026-08-18\|336.95\|1.22\|332.95\|339.99\|325.51\|97996;2026-08-19\|293.12\|-13.01\|317.78\|320.95\|289.01\|150026;2026-08-20\|301.89\|2.99\|299.00\|310.49\|285.74\|94680;2026-08-21\|307.23\|1.77\|301.90\|322.00\|295.73\|99173;2026-08-24\|294.00\|-4.31\|305.62\|308.19\|283.97\|79391;2026-08-25\|289.60\|-1.50\|287.52\|296.15\|279.00\|64241;2026-08-26\|288.98\|-0.21\|293.89\|295.00\|276.50\|66744;2026-08-27\|304.81\|5.48\|295.80\|307.86\|289.00\|80563;2026-08-28\|292.83\|-3.93\|300.00\|313.50\|292.13\|81124;2026-08-31\|294.30\|0.50\|283.33\|298.79\|281.66\|94054;2026-09-01\|280.00\|-4.86\|300.00\|302.16\|276.12\|91438;2026-09-02\|277.60\|-0.86\|273.19\|280.18\|269.28\|64601;2026-09-03\|275.60\|-0.72\|280.00\|283.50\|270.06\|52096;2026-09-04\|272.03\|-1.30\|280.00\|290.30\|268.00\|75572;2026-09-07\|300.00\|10.28\|277.19\|301.58\|273.48\|123078;2026-09-08\|315.50\|5.17\|305.00\|323.18\|305.00\|158071;2026-09-09\|310.70\|-1.52\|325.00\|326.00\|307.01\|115185;2026-09-10\|305.96\|-1.53\|308.03\|315.00\|305.00\|79099;2026-09-11\|295.70\|-3.35\|300.00\|311.00\|287.77\|109153
119848	MPO、FAU、CPO等行业新技术受关注	CPO+激光器+业绩预增行业原因： 2月25日美股盘后，英伟达公布最新单季营收达680亿美元并给出强劲指引，英伟达CEO黄仁勋在电话会上表示，代理AI已达到拐点，算力直接转化为收入。公司原因： 1、据2025年9月16日互动易，公司MPO、MMC已通过senko、uscon认证并扩产，FAU已在国内头部光模块厂批量出货，CPO架构下单设备用量达传统模块3–5倍。 2、据2026年1月30日公告，公司预计2025年净利润2.62–3.09亿元，同比增长97.69%–132.88%，主因全球激光器需求提升及光通信业务快速放量。 3、据2025年8月27日半年度报告，公司500W MOPA脉冲激光器已定向用于动力电池极片切割与清洗，并持续配合固态电池工艺优化。	1、公司光纤器件主要包括光纤连接器、光纤组件等，主要应用于光纤通信领域，包括光纤到户、4G/5G基站建设、数据中心和云计算等； 2、公司自主研发的固体激光器可用于光敏树脂固化的3D打印应用，MOPA脉冲激光器可用于金属粉末3D打印	2026-05-08\|375.02\|0.11\|362.00\|379.99\|358.00\|37538;2026-05-11\|375.04\|0.01\|386.50\|388.47\|363.88\|38475;2026-05-12\|369.99\|-1.35\|375.00\|388.00\|355.00\|47271;2026-05-13\|369.00\|-0.27\|361.28\|375.20\|356.50\|35846;2026-05-14\|374.00\|1.35\|366.88\|389.68\|366.88\|42925;2026-05-15\|394.80\|5.56\|386.00\|422.88\|385.55\|57916;2026-05-18\|399.00\|1.06\|382.00\|410.99\|370.33\|44925;2026-05-19\|405.90\|1.73\|390.54\|411.68\|378.00\|42160;2026-05-20\|405.50\|-0.10\|400.00\|407.66\|388.00\|34716;2026-05-21\|380.00\|-6.29\|415.00\|424.42\|380.00\|36782;2026-05-22\|449.45\|18.28\|387.22\|453.97\|386.81\|49355;2026-05-25\|444.63\|-1.07\|450.00\|454.90\|427.20\|38383;2026-05-26\|451.59\|1.57\|440.62\|465.88\|436.18\|39940;2026-05-27\|422.00\|-6.55\|459.59\|460.00\|413.20\|41534;2026-05-28\|431.17\|2.17\|417.70\|437.00\|398.11\|42369;2026-05-29\|388.60\|-9.87\|423.00\|428.90\|384.01\|48462;2026-06-01\|369.83\|-4.83\|396.37\|403.00\|366.03\|45216;2026-06-02\|380.80\|2.97\|377.63\|390.77\|360.57\|38027;2026-06-03\|402.00\|5.57\|393.00\|419.88\|391.83\|45385;2026-06-04\|401.78\|-0.05\|383.00\|404.88\|382.23\|32760;2026-06-05\|374.00\|-6.91\|392.00\|404.66\|370.00\|42686;2026-06-08\|349.09\|-6.66\|343.99\|364.48\|343.99\|55678;2026-06-09\|367.08\|5.15\|357.00\|369.98\|348.00\|30625;2026-06-10\|365.58\|-0.41\|360.10\|373.68\|352.14\|32836;2026-06-11\|365.30\|-0.08\|366.00\|374.15\|358.80\|28314;2026-06-12\|370.56\|1.44\|376.26\|389.99\|362.00\|40344;2026-06-15\|417.30\|12.61\|375.00\|417.75\|367.80\|55529;2026-06-16\|448.94\|7.81\|419.99\|454.08\|417.73\|47110;2026-06-17\|445.00\|-0.88\|442.50\|458.06\|440.01\|40525;2026-06-18\|449.00\|0.90\|443.00\|456.63\|437.00\|30763;2026-06-22\|442.67\|-1.41\|456.00\|463.02\|436.00\|32583;2026-06-23\|421.20\|-4.85\|439.00\|448.58\|418.10\|33184;2026-06-24\|418.94\|-0.54\|420.00\|427.80\|405.00\|38745;2026-06-25\|498.29\|18.94\|415.06\|502.44\|400.60\|81129;2026-06-26\|472.81\|-5.11\|483.34\|499.27\|465.12\|62212;2026-06-29\|442.01\|-6.51\|472.81\|488.00\|433.02\|47909;2026-06-30\|470.00\|6.33\|444.00\|477.83\|430.01\|39006;2026-07-01\|433.00\|-7.87\|468.20\|473.38\|428.29\|39595;2026-07-02\|386.88\|-10.65\|411.59\|419.88\|383.54\|44109;2026-07-03\|395.00\|2.10\|380.46\|412.98\|378.18\|39560;2026-07-06\|391.56\|-0.87\|400.00\|413.57\|384.28\|29279;2026-07-07\|395.61\|1.03\|391.77\|404.79\|382.10\|25563;2026-07-08\|389.81\|-1.47\|403.32\|410.00\|383.26\|27650;2026-07-09\|445.00\|14.16\|402.00\|448.00\|378.88\|50099;2026-07-10\|414.02\|-6.96\|444.00\|461.65\|410.00\|41866;2026-07-13\|393.50\|-4.96\|414.97\|428.00\|387.18\|41083;2026-07-14\|427.80\|8.72\|396.98\|430.99\|387.00\|46300;2026-07-15\|407.03\|-4.86\|432.00\|436.19\|403.18\|34160;2026-07-16\|372.50\|-8.48\|388.00\|406.56\|366.67\|38315;2026-07-17\|322.78\|-13.35\|366.49\|368.73\|322.00\|50550;2026-07-20\|295.70\|-8.39\|339.00\|352.85\|283.00\|55419;2026-07-21\|338.51\|14.48\|307.00\|338.86\|272.55\|56951;2026-07-22\|343.65\|1.52\|336.00\|364.60\|334.93\|53551;2026-07-23\|332.57\|-3.22\|348.15\|353.88\|327.99\|29399;2026-07-24\|326.26\|-1.90\|330.59\|337.86\|318.55\|27524;2026-07-27\|335.00\|2.68\|321.68\|343.00\|320.02\|26022;2026-07-28\|292.05\|-12.82\|318.99\|326.90\|290.49\|46650;2026-07-29\|298.60\|2.24\|291.00\|308.02\|273.38\|52718;2026-07-30\|254.42\|-14.80\|289.99\|295.44\|247.00\|58916;2026-07-31\|278.00\|9.27\|290.00\|298.89\|277.01\|44078;2026-08-03\|267.57\|-3.75\|268.00\|278.99\|261.05\|33060;2026-08-04\|301.30\|12.61\|279.55\|302.00\|271.76\|45047;2026-08-05\|311.17\|3.28\|285.00\|314.00\|280.03\|52716;2026-08-06\|315.40\|1.36\|304.79\|325.99\|301.12\|31222;2026-08-07\|342.81\|8.69\|318.00\|351.80\|315.00\|43801;2026-08-10\|340.60\|-0.64\|346.24\|356.55\|328.23\|37611;2026-08-11\|343.00\|0.70\|336.00\|349.90\|328.00\|29026;2026-08-12\|361.99\|5.54\|343.98\|376.66\|340.43\|39591;2026-08-13\|377.70\|4.34\|370.00\|405.00\|365.00\|47526;2026-08-14\|404.31\|7.05\|379.59\|406.25\|377.00\|40533;2026-08-17\|415.00\|2.64\|412.00\|426.90\|397.30\|40114;2026-08-18\|419.99\|1.20\|413.71\|422.00\|403.00\|43952;2026-08-19\|387.42\|-7.75\|404.00\|411.00\|382.00\|49957;2026-08-20\|408.90\|5.54\|398.00\|417.30\|383.48\|44948;2026-08-21\|410.89\|0.49\|407.01\|424.23\|403.00\|32373;2026-08-24\|409.30\|-0.39\|410.00\|427.36\|396.00\|39364;2026-08-25\|415.10\|1.42\|401.12\|423.88\|393.00\|41252;2026-08-26\|392.80\|-5.37\|410.00\|411.00\|363.61\|68704;2026-08-27\|417.22\|6.22\|394.00\|419.98\|390.00\|44321;2026-08-28\|402.50\|-3.53\|416.33\|425.37\|402.50\|24067;2026-08-31\|398.00\|-1.12\|392.80\|404.83\|390.01\|27133;2026-09-01\|384.31\|-3.44\|398.04\|401.80\|378.22\|31625;2026-09-02\|378.00\|-1.64\|380.50\|385.96\|375.74\|20147;2026-09-03\|373.49\|-1.19\|379.00\|385.00\|367.00\|21328;2026-09-04\|361.29\|-3.27\|383.00\|389.03\|357.04\|30365;2026-09-07\|406.50\|12.51\|367.79\|408.76\|365.00\|40086;2026-09-08\|393.06\|-3.31\|409.64\|414.60\|391.30\|25978;2026-09-09\|395.85\|0.71\|404.83\|414.50\|393.93\|25403;2026-09-10\|407.97\|3.06\|393.85\|412.00\|392.17\|24992;2026-09-11\|391.79\|-3.97\|398.00\|406.82\|380.00\|34246
119847	MPO、FAU、CPO等行业新技术受关注		子公司光宏精密在光通信相关业务的布局，主要围绕核心光学产品展开，重点研发适配光通信场景的微透镜阵列、高精度光学组件等，可用于光模块、光传输设备的信号准直与调控环节	2026-05-08\|32.80\|2.24\|31.99\|33.33\|31.61\|75536;2026-05-11\|34.30\|4.57\|33.28\|35.55\|32.80\|139714;2026-05-12\|37.27\|8.66\|35.06\|37.27\|34.00\|137042;2026-05-13\|36.72\|-1.48\|36.81\|37.58\|36.00\|96197;2026-05-14\|35.83\|-2.42\|37.20\|37.94\|35.81\|69303;2026-05-15\|35.20\|-1.76\|35.83\|36.80\|34.81\|60502;2026-05-18\|35.09\|-0.31\|35.10\|35.58\|34.38\|47411;2026-05-19\|35.40\|0.88\|34.80\|35.59\|33.90\|56672;2026-05-20\|38.79\|9.58\|35.05\|39.50\|35.02\|128489;2026-05-21\|38.20\|-1.52\|38.76\|41.80\|37.50\|130477;2026-05-22\|38.50\|0.79\|39.77\|39.90\|37.99\|74068;2026-05-25\|37.04\|-3.79\|38.50\|38.66\|36.05\|81590;2026-05-26\|36.05\|-2.67\|36.66\|38.99\|35.18\|82703;2026-05-27\|35.03\|-2.83\|36.01\|36.68\|34.76\|62632;2026-05-28\|34.67\|-1.03\|34.75\|35.44\|33.60\|50201;2026-05-29\|31.95\|-7.85\|34.67\|35.19\|31.51\|83232;2026-06-01\|32.29\|1.06\|31.56\|33.29\|31.51\|60127;2026-06-02\|31.73\|-1.73\|32.00\|32.49\|30.90\|57771;2026-06-03\|32.64\|2.87\|31.42\|33.99\|31.28\|69419;2026-06-04\|31.71\|-2.85\|32.22\|32.64\|31.32\|48120;2026-06-05\|31.09\|-1.96\|31.40\|32.05\|30.72\|39808;2026-06-08\|28.95\|-6.88\|30.31\|30.36\|28.47\|59256;2026-06-09\|30.49\|5.32\|29.46\|30.93\|28.88\|56934;2026-06-10\|29.83\|-2.16\|30.16\|30.90\|29.39\|39342;2026-06-11\|28.56\|-4.26\|29.49\|29.83\|28.18\|45132;2026-06-12\|28.74\|0.63\|28.85\|29.37\|28.43\|49070;2026-06-15\|31.29\|8.87\|28.56\|31.30\|28.51\|58607;2026-06-16\|31.65\|1.15\|31.01\|32.10\|29.72\|60309;2026-06-17\|31.80\|0.47\|31.29\|32.15\|30.91\|54580;2026-06-18\|31.81\|0.03\|31.57\|31.98\|31.29\|41690;2026-06-22\|30.47\|-4.21\|31.50\|31.88\|29.50\|51877;2026-06-23\|30.00\|-1.54\|30.33\|30.85\|29.68\|42625;2026-06-24\|29.70\|-1.00\|29.75\|30.18\|28.92\|37888;2026-06-25\|28.57\|-3.80\|29.55\|30.00\|28.51\|46877;2026-06-26\|26.34\|-7.81\|28.15\|28.30\|26.24\|51246;2026-06-29\|25.54\|-3.04\|26.21\|26.67\|25.08\|46703;2026-06-30\|25.95\|1.61\|25.88\|26.45\|24.90\|50278;2026-07-01\|26.40\|1.73\|25.90\|27.79\|25.66\|62917;2026-07-02\|26.56\|0.61\|26.33\|27.67\|26.26\|61837;2026-07-03\|26.61\|0.19\|26.47\|27.10\|26.29\|43226;2026-07-06\|25.29\|-4.96\|26.70\|26.86\|25.05\|48208;2026-07-07\|24.62\|-2.65\|25.40\|25.68\|24.32\|40491;2026-07-08\|24.21\|-1.67\|25.00\|25.00\|23.80\|36723;2026-07-09\|28.06\|15.90\|24.21\|28.19\|23.45\|102460;2026-07-10\|26.62\|-5.13\|27.91\|28.17\|26.45\|100057;2026-07-13\|25.60\|-3.83\|26.71\|27.08\|25.35\|71150;2026-07-14\|25.36\|-0.94\|25.48\|25.69\|24.40\|59990;2026-07-15\|24.33\|-4.06\|25.36\|25.50\|24.00\|55620;2026-07-16\|24.17\|-0.66\|24.01\|24.90\|23.62\|49964;2026-07-17\|21.71\|-10.18\|24.00\|24.00\|21.21\|64411;2026-07-20\|19.98\|-7.97\|21.81\|22.41\|19.52\|73290;2026-07-21\|20.70\|3.60\|20.11\|20.72\|18.08\|85518;2026-07-22\|21.08\|1.84\|20.11\|22.06\|20.08\|77353;2026-07-23\|20.96\|-0.57\|21.00\|21.44\|20.55\|43797;2026-07-24\|20.19\|-3.67\|20.60\|20.75\|19.99\|34361;2026-07-27\|20.97\|3.86\|20.04\|20.99\|19.93\|35861;2026-07-28\|20.85\|-0.57\|21.64\|21.70\|20.77\|51957;2026-07-29\|20.47\|-1.82\|20.85\|21.05\|20.01\|54216;2026-07-30\|19.40\|-5.23\|20.41\|20.79\|19.24\|61836;2026-07-31\|20.90\|7.73\|20.05\|21.34\|20.03\|72252;2026-08-03\|21.28\|1.82\|20.90\|21.33\|20.73\|62400;2026-08-04\|22.38\|5.17\|21.59\|22.52\|21.38\|57303;2026-08-05\|17.76\|3.62\|17.10\|18.05\|16.97\|87446;2026-08-06\|17.94\|1.01\|17.49\|18.17\|17.49\|80559;2026-08-07\|18.00\|0.33\|17.81\|18.10\|17.10\|76125;2026-08-10\|17.99\|-0.06\|18.14\|18.15\|17.55\|59994;2026-08-11\|17.98\|-0.06\|17.95\|18.09\|17.57\|46278;2026-08-12\|18.32\|1.89\|18.09\|18.55\|18.00\|55815;2026-08-13\|18.00\|-1.75\|18.40\|18.97\|17.98\|64710;2026-08-14\|18.22\|1.22\|18.23\|18.27\|17.85\|43434;2026-08-17\|18.79\|3.13\|18.33\|18.85\|18.01\|55938;2026-08-18\|18.53\|-1.38\|18.65\|18.74\|18.07\|42421;2026-08-19\|17.37\|-6.26\|18.28\|18.28\|17.27\|49623;2026-08-20\|17.56\|1.09\|17.50\|17.84\|17.31\|41527;2026-08-21\|17.54\|-0.11\|17.40\|17.58\|16.98\|36573;2026-08-24\|16.60\|-5.36\|17.50\|17.50\|16.29\|62289;2026-08-25\|16.91\|1.87\|16.50\|16.98\|16.11\|57798;2026-08-26\|16.78\|-0.77\|16.90\|16.95\|16.36\|44607;2026-08-27\|17.18\|2.38\|16.78\|17.23\|16.66\|46377;2026-08-28\|17.10\|-0.47\|17.21\|17.87\|17.07\|62941;2026-08-31\|17.49\|2.28\|16.65\|17.54\|16.52\|46400;2026-09-01\|18.11\|3.54\|17.47\|18.88\|17.05\|111914;2026-09-02\|18.30\|1.05\|17.91\|18.66\|17.64\|100315;2026-09-03\|17.99\|-1.69\|18.31\|18.65\|17.79\|67498;2026-09-04\|17.86\|-0.72\|18.20\|18.57\|17.70\|69159;2026-09-07\|18.52\|3.70\|17.99\|18.63\|17.71\|79298;2026-09-08\|18.19\|-1.78\|18.40\|18.58\|18.09\|54477;2026-09-09\|18.78\|3.24\|18.22\|19.33\|17.91\|102595;2026-09-10\|18.10\|-3.62\|18.72\|18.80\|18.00\|87991;2026-09-11\|17.67\|-2.38\|17.96\|17.97\|17.16\|70780
119846	MPO、FAU、CPO等行业新技术受关注	3.2T硅光NPO+CPO+定增+央企行业原因： 1、中信建投指出，CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。 2、兴业证券指出，AI催生的数据中心高带宽需求推动光通信迭代周期加速，驱动MPO需求量及产品规格快速提升。公司原因： 1、据2026年5月14日及5月15日互动易，公司在2026年3月OFC展会上推出全球首款3.2T硅光单模NPO模块，并已在国内头部CSP厂商完成全系列验证。 2、据2026年5月15日投资者关系管理信息，公司积极投入共封装光学CPO相关光器件及连接方案研发，1.6T光模块产品已具备批量交付能力。 3、据2026年6月11日公告，公司向特定对象发行股票募集资金约34.85亿元，新增股份已于2026年6月16日上市，拟用于扩充高速光模块及光芯片产能。 4、据2026年4月17日公告及2025年年度报告，公司实控人为国务院国资委，控股股东拟变更为芯珂技术，实控人不变；公司2026年一季度归母净利润同比增长59.76%。	1、光模块龙头之一，字节跳动是公司重要客户；此前联合思科推出1.6T硅光模块，发布OCS全光交换机； 2、公司是浸没液冷智算产业发展联盟会员单位，是相关标准、工艺研究和实践的重要参与者之一，目前已有相关产品发布，可以提供全套的液冷光模块产品	2026-05-08\|180.72\|10.00\|160.00\|180.72\|158.64\|821824;2026-05-11\|198.79\|10.00\|188.00\|198.79\|183.02\|770319;2026-05-12\|201.50\|1.36\|200.00\|208.80\|194.80\|852771;2026-05-13\|197.97\|-1.75\|196.01\|203.70\|191.18\|792201;2026-05-14\|203.80\|2.94\|198.96\|212.80\|196.01\|830338;2026-05-15\|196.49\|-3.59\|200.00\|203.79\|183.50\|907859;2026-05-18\|209.90\|6.82\|195.00\|214.83\|195.00\|675120;2026-05-19\|230.89\|10.00\|209.50\|230.89\|203.01\|835834;2026-05-20\|236.40\|2.39\|229.01\|246.80\|226.24\|767456;2026-05-21\|217.30\|-8.08\|230.15\|231.64\|212.76\|899149;2026-05-22\|215.87\|-0.66\|213.00\|219.18\|210.00\|680332;2026-05-25\|223.98\|3.76\|213.00\|226.30\|203.10\|739500;2026-05-26\|206.72\|-7.71\|218.18\|218.60\|205.20\|664812;2026-05-27\|202.70\|-1.94\|202.00\|213.72\|200.10\|562914;2026-05-28\|214.90\|6.02\|200.00\|219.12\|197.58\|675598;2026-05-29\|203.95\|-5.10\|213.82\|219.19\|202.45\|578014;2026-06-01\|204.30\|0.17\|208.06\|213.85\|202.00\|520073;2026-06-02\|215.11\|5.29\|201.00\|217.66\|198.00\|722634;2026-06-03\|224.00\|4.13\|220.05\|234.00\|216.80\|906134;2026-06-04\|220.56\|-1.54\|215.83\|227.20\|215.83\|513551;2026-06-05\|227.58\|3.18\|219.96\|238.67\|218.11\|736104;2026-06-08\|206.99\|-9.05\|210.00\|218.97\|206.00\|601099;2026-06-09\|210.22\|1.56\|212.68\|214.98\|199.05\|575898;2026-06-10\|202.60\|-3.62\|203.80\|207.50\|199.21\|414457;2026-06-11\|205.40\|1.38\|201.70\|210.71\|201.70\|418718;2026-06-12\|204.97\|-0.21\|210.15\|211.10\|202.60\|431117;2026-06-15\|225.47\|10.00\|206.88\|225.47\|205.05\|593673;2026-06-16\|230.01\|2.01\|233.50\|237.89\|226.00\|563868;2026-06-17\|242.00\|5.21\|225.01\|246.00\|224.47\|504365;2026-06-18\|266.20\|10.00\|241.99\|266.20\|240.00\|409674;2026-06-22\|276.08\|3.71\|279.00\|279.00\|260.00\|684807;2026-06-23\|266.90\|-3.33\|273.01\|278.00\|262.47\|437195;2026-06-24\|266.36\|-0.20\|262.47\|272.44\|260.00\|422133;2026-06-25\|261.46\|-1.84\|266.50\|271.12\|256.00\|554857;2026-06-26\|240.34\|-8.08\|256.00\|256.27\|237.00\|551818;2026-06-29\|235.94\|-1.83\|240.34\|248.93\|225.00\|530446;2026-06-30\|256.94\|8.90\|237.11\|259.00\|230.30\|574915;2026-07-01\|242.43\|-5.65\|258.00\|264.88\|239.00\|485921;2026-07-02\|218.19\|-10.00\|227.00\|229.87\|218.19\|359960;2026-07-03\|217.33\|-0.39\|210.00\|228.45\|205.11\|402980;2026-07-06\|209.03\|-3.82\|217.33\|218.98\|205.36\|342564;2026-07-07\|221.67\|6.05\|209.11\|226.85\|208.00\|470832;2026-07-08\|216.81\|-2.19\|224.65\|226.02\|213.32\|394814;2026-07-09\|238.49\|10.00\|224.01\|238.49\|217.45\|477111;2026-07-10\|233.45\|-2.11\|250.96\|258.66\|233.45\|586933;2026-07-13\|216.00\|-7.47\|230.00\|238.00\|213.34\|449145;2026-07-14\|232.95\|7.85\|219.89\|235.11\|212.20\|503672;2026-07-15\|214.97\|-7.72\|227.00\|233.62\|213.18\|492843;2026-07-16\|210.50\|-2.08\|210.62\|220.66\|201.52\|430898;2026-07-17\|189.45\|-10.00\|205.32\|209.66\|189.45\|336920;2026-07-20\|170.51\|-10.00\|186.00\|188.00\|170.51\|458180;2026-07-21\|187.00\|9.67\|169.32\|187.56\|153.46\|796127;2026-07-22\|191.90\|2.62\|189.09\|203.97\|187.99\|629002;2026-07-23\|190.47\|-0.75\|196.12\|202.00\|188.00\|405976;2026-07-24\|186.80\|-1.93\|187.11\|195.50\|182.00\|291426;2026-07-27\|192.85\|3.24\|185.02\|197.38\|182.00\|316780;2026-07-28\|173.57\|-10.00\|183.00\|188.82\|173.57\|355072;2026-07-29\|169.26\|-2.48\|173.43\|174.47\|158.30\|435598;2026-07-30\|152.33\|-10.00\|168.01\|168.01\|152.33\|394629;2026-07-31\|161.65\|6.12\|164.32\|167.56\|161.00\|529198;2026-08-03\|156.65\|-3.09\|158.42\|164.56\|154.00\|308555;2026-08-04\|172.32\|10.00\|159.83\|172.32\|159.78\|392743;2026-08-05\|171.55\|-0.45\|162.24\|175.30\|159.84\|659623;2026-08-06\|175.49\|2.30\|165.39\|180.00\|162.00\|507834;2026-08-07\|193.04\|10.00\|182.00\|193.04\|181.11\|699830;2026-08-10\|178.30\|-7.64\|190.93\|194.72\|173.74\|788227;2026-08-11\|184.07\|3.24\|175.84\|186.69\|173.10\|543406;2026-08-12\|185.03\|0.52\|184.01\|191.40\|181.01\|461907;2026-08-13\|184.85\|-0.10\|191.00\|196.00\|184.39\|512475;2026-08-14\|191.52\|3.61\|186.51\|193.00\|184.00\|393359;2026-08-17\|199.75\|4.30\|193.01\|201.95\|190.01\|426424;2026-08-18\|197.64\|-1.06\|200.00\|202.38\|192.07\|352007;2026-08-19\|177.88\|-10.00\|188.02\|190.00\|177.88\|395552;2026-08-20\|173.15\|-2.66\|176.50\|179.55\|170.00\|395488;2026-08-21\|178.58\|3.14\|173.26\|182.93\|173.26\|338513;2026-08-24\|166.39\|-6.83\|177.00\|178.87\|162.03\|409268;2026-08-25\|167.32\|0.56\|164.23\|169.98\|160.31\|268359;2026-08-26\|167.88\|0.33\|168.18\|170.68\|163.00\|209074;2026-08-27\|176.38\|5.06\|171.24\|178.49\|170.00\|313428;2026-08-28\|173.61\|-1.57\|176.14\|181.24\|173.49\|245030;2026-08-31\|179.90\|3.62\|168.03\|179.90\|167.90\|280117;2026-09-01\|180.72\|0.46\|181.01\|183.82\|174.40\|360367;2026-09-02\|173.44\|-4.03\|176.00\|178.00\|170.76\|255682;2026-09-03\|173.48\|0.02\|175.02\|176.80\|170.05\|188782;2026-09-04\|167.70\|-3.33\|174.60\|176.43\|166.19\|221753;2026-09-07\|184.47\|10.00\|173.10\|184.47\|173.10\|428047;2026-09-08\|179.92\|-2.47\|189.29\|190.46\|178.48\|363429;2026-09-09\|182.79\|1.60\|186.00\|191.99\|181.45\|399162;2026-09-10\|179.39\|-1.86\|183.05\|185.31\|178.03\|234924;2026-09-11\|177.36\|-1.13\|178.85\|181.70\|171.00\|331184
119845	MPO、FAU、CPO等行业新技术受关注	半导体石英+光纤概念+高纯石英砂行业原因： 1、据科创板日报6月9日报道，亚马逊宣布与康宁签下数十亿美元长期光纤采购协议，用于连接其在美国快速扩张的数据中心，继Meta、英伟达后，全球科技巨头对光纤的争夺持续升温。 2、据央视财经6月3日报道，A2类光纤预制棒报价从2025年初的22-30元/等效芯公里大幅上涨至160元/等效芯公里，涨幅近550%，供给紧缺态势短期内将持续。公司原因： 1、据国金证券2026年6月5日研报，公司锚定半导体材料、光纤材料快车道，预计2026-2028年归母净利润分别为3. 4、7. 0、10.5亿元，同比+121%、+107%、+50%，半导体石英材料已通过国内外主流设备商认证。 2、据2026年5月27日互动易，公司高纯石英砂产品纯度已突破至5N4级别，为天然石英砂已知超高纯度水平；用该砂生产的石英材料已通过国内外重要客户认证并形成一定量订单。 3、据2026年5月1日业绩说明会，公司光纤业务产能利用率较高、订单情况良好；2026年一季报显示光纤半导体业务收入占比延续增长态势。 4、据2025年年度报告，公司是业界少数具备生产高纯石英砂和半导体、光纤用石英材料全产业链企业；年产6万吨高纯石英砂产线已投产，可灵活调配生产半导体、光纤等领域用砂。	国内石英制品行业的龙头企业；公司在光通讯行业的主营产品一直以石英延长管、石英棒、石英套管为主，为光纤预制棒及光纤拉丝工艺提供部分石英材料	2026-05-08\|65.50\|3.44\|63.32\|67.80\|62.80\|450519;2026-05-11\|66.60\|1.68\|67.50\|71.95\|66.00\|469722;2026-05-12\|73.26\|10.00\|66.65\|73.26\|66.12\|403670;2026-05-13\|76.19\|4.00\|73.30\|76.44\|71.08\|510846;2026-05-14\|72.50\|-4.84\|74.75\|75.79\|71.82\|370782;2026-05-15\|69.53\|-4.10\|71.89\|73.00\|67.78\|365065;2026-05-18\|69.64\|0.16\|69.24\|72.44\|68.10\|284753;2026-05-19\|68.64\|-1.44\|68.34\|68.97\|65.90\|295002;2026-05-20\|71.89\|4.73\|67.96\|73.46\|67.65\|323534;2026-05-21\|72.57\|0.95\|72.20\|76.10\|70.66\|468255;2026-05-22\|74.55\|2.73\|72.58\|75.63\|71.71\|390611;2026-05-25\|76.10\|2.08\|74.56\|77.80\|70.60\|386153;2026-05-26\|73.47\|-3.46\|74.50\|75.50\|71.45\|312773;2026-05-27\|68.40\|-6.90\|73.33\|74.50\|68.10\|325052;2026-05-28\|71.28\|4.21\|67.88\|72.20\|67.15\|273030;2026-05-29\|67.22\|-5.70\|71.99\|71.99\|66.00\|284413;2026-06-01\|61.43\|-8.61\|66.20\|66.22\|61.39\|288898;2026-06-02\|61.78\|0.57\|62.66\|63.00\|60.75\|193139;2026-06-03\|63.78\|3.24\|62.70\|67.00\|62.24\|244313;2026-06-04\|66.38\|4.08\|64.40\|67.85\|63.83\|246610;2026-06-05\|69.49\|4.69\|65.67\|71.91\|63.30\|381441;2026-06-08\|67.93\|-2.24\|64.45\|73.39\|64.45\|412600;2026-06-09\|74.72\|10.00\|69.70\|74.72\|67.97\|460748;2026-06-10\|73.31\|-1.89\|75.07\|75.80\|71.80\|382552;2026-06-11\|76.15\|3.87\|71.66\|78.98\|71.60\|469982;2026-06-12\|70.89\|-6.91\|79.06\|83.00\|70.33\|585578;2026-06-15\|76.53\|7.96\|71.36\|77.40\|67.42\|442962;2026-06-16\|80.33\|5.09\|76.40\|81.52\|74.99\|397485;2026-06-17\|79.34\|-1.23\|78.20\|82.64\|77.75\|447256;2026-06-18\|80.55\|1.53\|78.00\|83.05\|76.81\|341499;2026-06-22\|86.10\|6.89\|82.00\|86.11\|81.00\|410444;2026-06-23\|80.64\|-6.34\|86.33\|86.33\|78.50\|371159;2026-06-24\|79.89\|-0.93\|79.53\|80.33\|75.50\|320505;2026-06-25\|83.56\|4.59\|82.30\|83.83\|77.55\|381761;2026-06-26\|86.60\|3.64\|83.05\|87.91\|81.00\|419867;2026-06-29\|84.13\|-2.85\|85.74\|89.50\|80.78\|355370;2026-06-30\|82.61\|-1.81\|83.29\|83.70\|77.99\|282790;2026-07-01\|78.89\|-4.50\|81.50\|84.74\|78.70\|285534;2026-07-02\|72.05\|-8.67\|75.00\|78.00\|71.10\|305010;2026-07-03\|69.25\|-3.89\|71.40\|73.43\|69.15\|256288;2026-07-06\|66.04\|-4.64\|69.99\|70.85\|65.15\|219183;2026-07-07\|64.91\|-1.71\|65.25\|66.80\|63.01\|162872;2026-07-08\|61.06\|-5.93\|64.90\|65.88\|60.71\|225355;2026-07-09\|67.17\|10.01\|62.28\|67.17\|62.25\|277630;2026-07-10\|65.50\|-2.49\|68.98\|71.17\|65.50\|262281;2026-07-13\|61.00\|-6.87\|65.10\|66.46\|60.60\|185572;2026-07-14\|61.92\|1.51\|61.30\|63.00\|58.68\|193519;2026-07-15\|57.30\|-7.46\|63.00\|63.63\|57.00\|203330;2026-07-16\|53.99\|-5.78\|55.55\|57.77\|53.49\|193107;2026-07-17\|49.89\|-7.59\|54.64\|54.64\|49.47\|229873;2026-07-20\|44.90\|-10.00\|51.13\|51.45\|44.90\|218477;2026-07-21\|48.97\|9.06\|45.43\|49.25\|40.88\|271366;2026-07-22\|47.59\|-2.82\|48.97\|50.16\|46.88\|208159;2026-07-23\|47.30\|-0.61\|48.54\|48.95\|46.77\|141359;2026-07-24\|46.44\|-1.82\|46.90\|48.20\|45.92\|127340;2026-07-27\|48.01\|3.38\|46.44\|48.12\|45.60\|132640;2026-07-28\|44.62\|-7.06\|47.00\|48.20\|44.06\|151342;2026-07-29\|43.57\|-2.35\|44.81\|45.88\|41.75\|172579;2026-07-30\|40.82\|-6.31\|43.07\|43.99\|40.22\|176029;2026-07-31\|41.98\|2.84\|43.48\|44.50\|41.92\|163596;2026-08-03\|40.88\|-2.62\|41.86\|42.29\|40.61\|140766;2026-08-04\|43.46\|6.31\|41.60\|43.87\|41.00\|151017;2026-08-05\|46.51\|7.02\|43.45\|46.97\|43.17\|199934;2026-08-06\|47.57\|2.28\|45.97\|48.18\|45.70\|180644;2026-08-07\|49.45\|3.95\|47.21\|49.90\|46.57\|206417;2026-08-10\|48.87\|-1.17\|49.72\|49.90\|47.85\|170248;2026-08-11\|48.60\|-0.55\|48.60\|49.76\|47.82\|110562;2026-08-12\|49.71\|2.28\|48.44\|50.45\|48.29\|119779;2026-08-13\|48.39\|-2.66\|50.44\|50.69\|48.34\|128579;2026-08-14\|49.54\|2.38\|48.74\|49.68\|48.47\|112374;2026-08-17\|51.18\|3.31\|49.96\|51.18\|49.60\|147237;2026-08-18\|51.50\|0.63\|51.28\|52.55\|50.39\|153445;2026-08-19\|47.45\|-7.86\|49.68\|50.45\|47.21\|142257;2026-08-20\|47.83\|0.80\|48.53\|48.84\|47.27\|94396;2026-08-21\|48.75\|1.92\|47.41\|49.58\|46.88\|93458;2026-08-24\|47.30\|-2.97\|47.90\|49.05\|46.03\|137484;2026-08-25\|46.70\|-1.27\|46.50\|47.60\|44.84\|111767;2026-08-26\|46.87\|0.36\|46.71\|47.49\|45.60\|99532;2026-08-27\|51.56\|10.01\|46.86\|51.56\|46.74\|208593;2026-08-28\|51.51\|-0.10\|52.43\|54.25\|51.43\|273547;2026-08-31\|51.10\|-0.80\|50.77\|51.66\|49.69\|172476;2026-09-01\|49.24\|-3.64\|51.02\|51.55\|48.90\|152270;2026-09-02\|48.05\|-2.42\|48.50\|48.86\|47.51\|104010;2026-09-03\|47.03\|-2.12\|50.20\|51.02\|46.33\|200132;2026-09-04\|44.98\|-4.36\|47.66\|48.30\|44.50\|176108;2026-09-07\|46.62\|3.65\|45.87\|47.06\|45.11\|159414;2026-09-08\|46.86\|0.51\|46.68\|48.78\|45.90\|162039;2026-09-09\|47.59\|1.56\|47.50\|49.81\|47.19\|178601;2026-09-10\|46.99\|-1.26\|46.88\|47.96\|46.51\|104626;2026-09-11\|46.88\|-0.23\|46.27\|47.08\|45.20\|119801
119844	MPO、FAU、CPO等行业新技术受关注	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	2026-05-08\|18.17\|1.57\|17.78\|18.25\|17.54\|324979;2026-05-11\|18.70\|2.92\|18.41\|18.88\|17.95\|467754;2026-05-12\|19.58\|4.71\|19.50\|19.92\|18.69\|856104;2026-05-13\|19.58\|0.00\|19.42\|20.43\|19.17\|748143;2026-05-14\|21.10\|7.76\|19.90\|21.54\|19.77\|1168794;2026-05-15\|21.09\|-0.05\|21.52\|21.98\|20.83\|875818;2026-05-18\|21.12\|0.14\|21.20\|22.08\|20.89\|595447;2026-05-19\|23.23\|9.99\|21.11\|23.23\|21.08\|684843;2026-05-20\|23.91\|2.93\|23.69\|24.57\|23.32\|746875;2026-05-21\|21.69\|-9.28\|23.85\|24.38\|21.59\|750560;2026-05-22\|23.53\|8.48\|22.15\|23.70\|21.78\|635702;2026-05-25\|23.69\|0.68\|23.70\|24.21\|23.20\|540813;2026-05-26\|22.51\|-4.98\|23.44\|23.69\|21.99\|573540;2026-05-27\|24.76\|10.00\|22.26\|24.76\|22.19\|782787;2026-05-28\|23.88\|-3.55\|24.00\|24.70\|22.80\|986423;2026-05-29\|22.22\|-6.68\|23.77\|24.38\|22.00\|658732;2026-06-01\|22.39\|0.77\|22.23\|23.95\|21.50\|639390;2026-06-02\|23.22\|3.71\|22.48\|24.03\|22.12\|679224;2026-06-03\|24.04\|3.53\|23.17\|24.23\|22.78\|685890;2026-06-04\|26.44\|9.98\|23.45\|26.44\|23.40\|506556;2026-06-05\|26.30\|-0.53\|25.71\|27.40\|25.50\|888752;2026-06-08\|24.55\|-6.65\|25.00\|26.15\|23.76\|682987;2026-06-09\|26.09\|6.27\|25.00\|26.12\|24.40\|687885;2026-06-10\|27.22\|4.33\|25.28\|27.56\|24.39\|807221;2026-06-11\|29.94\|9.99\|26.94\|29.94\|26.68\|1041328;2026-06-12\|28.69\|-4.17\|31.00\|32.27\|28.50\|1142802;2026-06-15\|31.56\|10.00\|30.00\|31.56\|30.00\|239746;2026-06-16\|34.72\|10.01\|34.72\|34.72\|34.72\|41272;2026-06-17\|38.19\|9.99\|38.19\|38.19\|37.38\|291707;2026-06-18\|42.01\|10.00\|41.50\|42.01\|40.55\|326512;2026-06-22\|46.21\|10.00\|46.21\|46.21\|46.21\|69968;2026-06-23\|48.80\|5.60\|48.74\|50.00\|45.82\|1557989;2026-06-24\|52.90\|8.40\|48.87\|53.68\|48.87\|1004819;2026-06-25\|48.75\|-7.84\|51.60\|51.95\|47.61\|866599;2026-06-26\|47.98\|-1.58\|47.81\|48.66\|45.58\|580719;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
119843	AI服务器订单持续释放	涨停揭秘：胜宏科技4月29日涨停，核心驱动为AI服务器用高阶HDI/高频高速PCB订单饱满、建滔积层板正式涨价及一季度净利增近40%；涨停缘由：公司已量产供应AI服务器所需高阶HDI、高频高速PCB；建滔积层板发布正式涨价通知，行业价格传导机制启动；一季度净利同比增长39.8%，业绩兑现能力强；资金逻辑：PCB板块主力资金连续五日净流入，胜宏科技单日成交额创阶段新高，融资余额增幅居行业前列，机构调研频次显著增加；风险提示：AI服务器需求存在阶段性波动风险；铜箔、树脂等原材料价格若反弹将压缩毛利；客户集中度较高，议价能力受限	公司已推出高阶HDI、高频高速PCB等AI服务器产品	2026-05-08\|358.66\|6.09\|333.03\|367.01\|333.03\|559682;2026-05-11\|378.24\|5.46\|362.47\|383.51\|352.00\|627609;2026-05-12\|375.43\|-0.74\|377.87\|384.79\|368.88\|475037;2026-05-13\|387.40\|3.19\|370.00\|389.50\|369.88\|464645;2026-05-14\|354.83\|-8.41\|388.00\|390.00\|354.60\|747113;2026-05-15\|340.22\|-4.12\|354.83\|361.90\|336.20\|535795;2026-05-18\|346.20\|1.76\|336.60\|352.52\|336.26\|368510;2026-05-19\|336.98\|-2.66\|342.00\|343.00\|325.42\|376039;2026-05-20\|334.20\|-0.82\|336.00\|339.08\|330.10\|295416;2026-05-21\|331.40\|-0.84\|342.00\|349.43\|330.00\|472732;2026-05-22\|375.50\|13.31\|346.04\|375.50\|346.04\|801700;2026-05-25\|383.50\|2.13\|390.00\|391.01\|372.18\|721814;2026-05-26\|392.95\|2.46\|380.00\|400.00\|376.66\|695578;2026-05-27\|379.30\|-3.47\|385.88\|402.60\|376.89\|586791;2026-05-28\|375.30\|-1.05\|373.00\|378.53\|364.00\|467477;2026-05-29\|368.52\|-1.81\|378.00\|396.98\|366.50\|520885;2026-06-01\|342.35\|-7.10\|375.56\|381.68\|342.00\|495131;2026-06-02\|349.08\|1.97\|343.00\|356.31\|334.16\|420825;2026-06-03\|353.44\|1.25\|349.08\|369.15\|345.01\|535733;2026-06-04\|366.72\|3.76\|346.00\|373.30\|344.70\|513439;2026-06-05\|338.90\|-7.59\|359.84\|360.00\|336.50\|553281;2026-06-08\|314.80\|-7.11\|307.00\|325.90\|306.56\|512107;2026-06-09\|342.55\|8.82\|324.00\|343.99\|321.44\|498145;2026-06-10\|330.26\|-3.59\|338.46\|340.00\|325.42\|299185;2026-06-11\|325.48\|-1.45\|330.00\|333.00\|320.04\|268147;2026-06-12\|327.21\|0.53\|340.06\|350.00\|325.80\|374329;2026-06-15\|344.50\|5.28\|336.29\|344.81\|325.77\|379286;2026-06-16\|355.48\|3.19\|344.50\|361.74\|342.60\|469153;2026-06-17\|361.70\|1.75\|348.00\|368.10\|346.10\|444370;2026-06-18\|369.00\|2.02\|368.00\|372.58\|358.94\|451939;2026-06-22\|365.40\|-0.98\|372.00\|375.80\|354.67\|493148;2026-06-23\|338.20\|-7.44\|360.00\|360.00\|335.91\|522806;2026-06-24\|343.43\|1.55\|338.50\|345.26\|331.13\|379109;2026-06-25\|350.16\|1.96\|343.00\|355.00\|337.58\|520557;2026-06-26\|319.55\|-8.74\|340.00\|341.00\|318.98\|550552;2026-06-29\|315.37\|-1.31\|317.13\|329.00\|308.00\|330371;2026-06-30\|346.43\|9.85\|321.00\|353.00\|321.00\|582322;2026-07-01\|326.86\|-5.65\|342.97\|353.97\|325.00\|437870;2026-07-02\|306.09\|-6.35\|314.00\|324.66\|303.75\|388315;2026-07-03\|308.07\|0.65\|300.30\|318.00\|293.88\|330626;2026-07-06\|292.77\|-4.97\|305.51\|307.00\|285.00\|349880;2026-07-07\|284.92\|-2.68\|291.88\|295.20\|277.01\|280830;2026-07-08\|279.66\|-1.85\|288.00\|290.69\|277.44\|242044;2026-07-09\|296.70\|6.09\|288.00\|297.77\|277.50\|381177;2026-07-10\|272.00\|-8.32\|297.17\|305.45\|271.72\|492830;2026-07-13\|273.01\|0.37\|270.09\|281.80\|268.00\|355683;2026-07-14\|290.28\|6.33\|276.29\|294.99\|271.89\|412724;2026-07-15\|276.77\|-4.65\|291.00\|292.83\|276.00\|294650;2026-07-16\|270.93\|-2.11\|270.57\|280.23\|261.97\|245873;2026-07-17\|241.50\|-10.86\|266.55\|268.10\|236.96\|445271;2026-07-20\|224.11\|-7.20\|246.70\|248.36\|213.30\|460726;2026-07-21\|240.27\|7.21\|229.00\|241.73\|206.00\|462969;2026-07-22\|240.40\|0.05\|245.11\|255.99\|239.00\|407239;2026-07-23\|238.93\|-0.61\|247.00\|249.80\|236.99\|269118;2026-07-24\|230.01\|-3.73\|233.45\|239.00\|230.00\|212304;2026-07-27\|238.66\|3.76\|228.51\|238.66\|227.10\|215995;2026-07-28\|210.18\|-11.93\|226.72\|230.40\|209.00\|351639;2026-07-29\|201.61\|-4.08\|212.94\|214.00\|191.00\|434334;2026-07-30\|180.36\|-10.54\|198.81\|200.48\|177.88\|485051;2026-07-31\|190.40\|5.57\|202.56\|204.75\|190.30\|416082;2026-08-03\|189.30\|-0.58\|191.06\|193.69\|187.19\|257337;2026-08-04\|201.80\|6.60\|192.50\|203.99\|191.20\|414577;2026-08-05\|236.35\|17.12\|191.10\|242.00\|191.03\|740461;2026-08-06\|250.15\|5.84\|228.01\|260.53\|227.00\|724139;2026-08-07\|280.20\|12.01\|256.00\|286.15\|255.90\|725499;2026-08-10\|286.00\|2.07\|280.30\|286.00\|274.79\|605447;2026-08-11\|274.53\|-4.01\|280.00\|282.77\|272.00\|426629;2026-08-12\|279.39\|1.77\|276.00\|281.60\|272.00\|397808;2026-08-13\|271.30\|-2.90\|286.00\|287.68\|271.20\|522047;2026-08-14\|269.33\|-0.73\|273.61\|275.00\|265.19\|343269;2026-08-17\|276.00\|2.48\|269.35\|278.27\|263.78\|415685;2026-08-18\|269.40\|-2.39\|274.61\|278.29\|265.01\|314617;2026-08-19\|245.38\|-8.92\|256.05\|263.63\|243.55\|365085;2026-08-20\|253.45\|3.29\|250.00\|261.88\|246.01\|295251;2026-08-21\|253.74\|0.11\|251.01\|257.00\|248.51\|228567;2026-08-24\|245.00\|-3.44\|254.12\|256.30\|237.07\|251811;2026-08-25\|244.99\|-0.00\|240.00\|249.55\|237.10\|210253;2026-08-26\|249.44\|1.82\|246.93\|253.00\|244.00\|247545;2026-08-27\|263.05\|5.46\|257.04\|264.94\|252.11\|393612;2026-08-28\|241.60\|-8.15\|255.68\|258.47\|241.49\|572833;2026-08-31\|243.14\|0.64\|232.00\|244.85\|230.09\|305538;2026-09-01\|232.98\|-4.18\|241.01\|242.11\|232.04\|236365;2026-09-02\|225.18\|-3.35\|229.00\|231.33\|224.04\|230484;2026-09-03\|222.50\|-1.19\|229.00\|229.99\|219.88\|199654;2026-09-04\|219.50\|-1.35\|225.81\|230.66\|217.44\|214439;2026-09-07\|233.46\|6.36\|224.83\|235.38\|223.20\|319768;2026-09-08\|229.01\|-1.91\|232.00\|237.88\|227.91\|268089;2026-09-09\|233.51\|1.97\|233.90\|239.20\|230.63\|268259;2026-09-10\|229.95\|-1.52\|229.33\|234.57\|228.51\|177157;2026-09-11\|228.99\|-0.42\|226.92\|230.50\|221.00\|234440
119842	AI服务器订单持续释放	AI算力+PCB+定增过会 1、据2026年5月21日公告，公司2025年度向特定对象发行A股股票申请获上海证券交易所审核通过，拟募资25.30亿元用于人工智能计算HDI生产基地建设项目等，聚焦AI服务器与数据中心领域。 2、据2026年4月24日年报，公司紧抓AI算力需求机遇，AI算力相关产品收入同比增长242%，推动2025年整体营收94.94亿元、归母净利润14.73亿元，分别同比增长102.57%和343.76%；据2026年一季报，公司一季度归母净利润4.45亿元，同比增长122.16%。 3、据2026年4月24日年报，公司主营印制电路板研发、生产与销售，产品定位于中高端市场，是中国领先的高品质多层印制电路板制造商，已成功跻身头部客户AI服务器等核心供应链。	国内印制电路板领先供应商；公司已掌握100G-400G高速光模块印制电路板制作技术，也具备800G光模块PCB的技术能力和实际供货经验	2026-05-08\|106.85\|-1.03\|106.02\|110.58\|104.20\|271289;2026-05-11\|105.54\|-1.23\|109.96\|109.96\|102.45\|281522;2026-05-12\|102.60\|-2.79\|105.52\|106.74\|101.57\|267456;2026-05-13\|107.49\|4.77\|101.10\|108.50\|101.05\|386933;2026-05-14\|101.11\|-5.94\|108.99\|108.99\|101.11\|285962;2026-05-15\|97.61\|-3.46\|101.01\|102.90\|96.95\|231784;2026-05-18\|106.14\|8.74\|97.00\|107.80\|96.12\|393167;2026-05-19\|104.50\|-1.55\|105.88\|105.90\|99.68\|240627;2026-05-20\|104.14\|-0.34\|106.59\|106.95\|103.01\|169722;2026-05-21\|99.25\|-4.70\|106.00\|108.55\|99.00\|293651;2026-05-22\|108.49\|9.31\|101.99\|109.75\|101.55\|407726;2026-05-25\|110.08\|1.47\|111.20\|112.58\|104.38\|476791;2026-05-26\|132.10\|20.00\|114.90\|132.10\|114.90\|771251;2026-05-27\|133.30\|0.91\|131.80\|138.00\|127.00\|654853;2026-05-28\|139.19\|4.42\|127.06\|139.93\|125.28\|535260;2026-05-29\|138.05\|-0.82\|134.92\|144.88\|133.38\|498961;2026-06-01\|123.00\|-10.90\|140.00\|140.10\|122.77\|356560;2026-06-02\|131.55\|6.95\|122.83\|135.77\|117.50\|415484;2026-06-03\|128.39\|-2.40\|131.55\|134.49\|125.50\|345299;2026-06-04\|128.60\|0.16\|125.13\|132.00\|122.49\|250285;2026-06-05\|117.85\|-7.94\|124.38\|125.38\|116.45\|286471;2026-06-08\|112.11\|-4.87\|110.00\|116.52\|106.50\|253831;2026-06-09\|124.90\|11.41\|114.79\|126.95\|113.82\|294711;2026-06-10\|116.40\|-6.81\|121.13\|122.95\|115.03\|275093;2026-06-11\|116.16\|-0.21\|115.88\|119.09\|114.33\|210042;2026-06-12\|123.65\|6.45\|120.88\|131.50\|119.92\|472866;2026-06-15\|133.16\|7.69\|126.00\|133.68\|124.05\|403984;2026-06-16\|138.96\|4.36\|133.00\|144.28\|130.05\|425307;2026-06-17\|141.07\|1.52\|136.00\|153.94\|136.00\|457078;2026-06-18\|138.50\|-1.82\|139.63\|142.48\|135.80\|327345;2026-06-22\|134.40\|-2.96\|139.99\|141.00\|130.38\|341297;2026-06-23\|126.82\|-5.64\|132.80\|133.47\|125.20\|254830;2026-06-24\|136.61\|7.72\|126.82\|139.49\|126.08\|324980;2026-06-25\|138.20\|1.16\|139.00\|140.88\|133.00\|315641;2026-06-26\|131.90\|-4.56\|135.90\|136.58\|128.58\|220499;2026-06-29\|124.22\|-5.82\|131.50\|134.76\|121.38\|225984;2026-06-30\|132.40\|6.59\|125.00\|134.99\|125.00\|239240;2026-07-01\|123.97\|-6.37\|132.57\|133.99\|121.92\|242064;2026-07-02\|115.30\|-6.99\|118.51\|122.44\|114.80\|186934;2026-07-03\|122.89\|6.58\|115.00\|125.15\|113.00\|223507;2026-07-06\|120.68\|-1.80\|121.00\|122.06\|113.11\|189182;2026-07-07\|121.96\|1.06\|118.12\|124.98\|117.81\|142465;2026-07-08\|118.00\|-3.25\|122.00\|123.00\|115.50\|129026;2026-07-09\|126.20\|6.95\|121.00\|127.61\|118.89\|188635;2026-07-10\|123.00\|-2.54\|127.99\|131.33\|122.46\|195593;2026-07-13\|111.01\|-9.75\|119.99\|123.73\|110.89\|165202;2026-07-14\|126.78\|14.21\|114.00\|126.95\|113.00\|309482;2026-07-15\|128.87\|1.65\|126.00\|131.44\|123.35\|246067;2026-07-16\|127.65\|-0.95\|124.00\|134.00\|119.60\|219221;2026-07-17\|113.49\|-11.09\|126.36\|126.60\|112.93\|223533;2026-07-20\|102.02\|-10.11\|116.50\|117.49\|99.00\|243754;2026-07-21\|110.23\|8.05\|104.02\|112.00\|92.10\|248861;2026-07-22\|101.00\|-8.37\|107.80\|112.88\|100.85\|208746;2026-07-23\|100.66\|-0.34\|103.02\|105.50\|98.02\|140938;2026-07-24\|96.78\|-3.85\|99.95\|100.37\|95.90\|119309;2026-07-27\|102.83\|6.25\|96.00\|103.10\|95.68\|122105;2026-07-28\|89.37\|-13.09\|98.90\|99.50\|88.86\|176737;2026-07-29\|92.91\|3.96\|90.25\|93.27\|84.77\|197062;2026-07-30\|82.40\|-11.31\|89.77\|91.48\|81.50\|179726;2026-07-31\|94.50\|14.68\|92.00\|98.88\|92.00\|287657;2026-08-03\|95.29\|0.84\|92.38\|96.18\|89.31\|179439;2026-08-04\|102.79\|7.87\|97.00\|104.33\|95.90\|192211;2026-08-05\|107.53\|4.61\|99.56\|111.10\|99.55\|183718;2026-08-06\|108.20\|0.62\|105.80\|112.29\|105.10\|141575;2026-08-07\|118.78\|9.78\|108.33\|121.00\|108.22\|218030;2026-08-10\|112.32\|-5.44\|120.95\|121.39\|109.57\|207667;2026-08-11\|111.08\|-1.10\|110.03\|113.22\|108.58\|103527;2026-08-12\|111.90\|0.74\|110.81\|114.21\|110.44\|123182;2026-08-13\|109.85\|-1.83\|113.80\|115.23\|109.16\|147901;2026-08-14\|115.99\|5.59\|110.88\|116.20\|108.80\|166609;2026-08-17\|118.28\|1.97\|116.00\|118.38\|113.00\|205386;2026-08-18\|114.76\|-2.98\|118.28\|120.16\|112.77\|136690;2026-08-19\|103.39\|-9.91\|110.00\|111.80\|101.00\|184274;2026-08-20\|104.40\|0.98\|105.99\|107.50\|103.04\|97753;2026-08-21\|107.58\|3.05\|103.89\|109.95\|102.52\|116927;2026-08-24\|102.30\|-4.91\|107.00\|107.50\|99.66\|126374;2026-08-25\|103.00\|0.68\|100.48\|105.90\|99.11\|106151;2026-08-26\|106.45\|3.35\|103.90\|107.99\|100.69\|143737;2026-08-27\|121.69\|14.32\|109.58\|123.49\|109.10\|348703;2026-08-28\|131.20\|7.81\|123.42\|138.47\|121.69\|400503;2026-08-31\|128.88\|-1.77\|126.23\|131.20\|125.51\|270808;2026-09-01\|122.64\|-4.84\|130.00\|130.15\|120.78\|186274;2026-09-02\|124.86\|1.81\|120.00\|127.45\|119.99\|229258;2026-09-03\|123.50\|-1.09\|127.00\|128.00\|121.86\|152266;2026-09-04\|118.43\|-4.11\|124.88\|127.42\|117.01\|145912;2026-09-07\|132.93\|12.24\|122.00\|132.93\|120.79\|260012;2026-09-08\|126.55\|-4.80\|130.28\|133.80\|125.75\|204622;2026-09-09\|128.53\|1.56\|128.50\|131.75\|125.90\|166334;2026-09-10\|125.57\|-2.30\|126.08\|130.60\|125.05\|169228;2026-09-11\|125.25\|-0.25\|122.60\|126.33\|120.18\|160876
119841	AI服务器订单持续释放	AI服务器PCB+产能升级扩容+一季度业绩高增行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，其中PCB内容价值增幅最为显著，较GB300大涨233%。公司原因： 1、据2026年5月20日投资者关系活动记录表，公司2026年第一季度实现营业收入62.14亿元，同比增长53.91%，净利润12.42亿元，同比增长62.90%，受益于高速运算服务器、人工智能等新兴计算场景对PCB的结构性需求；据2025年年度报告，公司PCB产品以数据通讯、智能汽车为核心应用领域，主要用于AI服务器及HPC、高速网路交换机及路由器。 2、据2026年5月20日投资者关系活动记录表，公司已实施针对性的产能升级扩容，预期将于2026年第二季度有序释放，其下一阶段的产能建设规划亦在稳步推进，以进一步提升交付能力和产品梯次。 3、据2026年5月20日投资者关系活动记录表，公司汽车事业部自2025年四季度启动试产以来，2026年已进入量产阶段，产能正处于稳步爬坡阶段。	国内规模最大、技术实力最强的PCB制造商之一	2026-05-08\|108.71\|1.24\|105.83\|111.36\|105.18\|558376;2026-05-11\|108.68\|-0.03\|110.00\|110.80\|105.58\|704326;2026-05-12\|108.68\|0.00\|110.16\|110.50\|105.16\|626652;2026-05-13\|112.58\|3.59\|106.53\|112.88\|106.15\|706102;2026-05-14\|107.02\|-4.94\|114.38\|114.46\|106.30\|736761;2026-05-15\|102.99\|-3.77\|106.90\|108.00\|101.80\|627584;2026-05-18\|104.26\|1.23\|101.55\|106.68\|101.55\|492103;2026-05-19\|102.60\|-1.59\|103.47\|103.50\|98.30\|587736;2026-05-20\|103.58\|0.96\|102.60\|105.30\|101.70\|461189;2026-05-21\|103.70\|0.12\|105.58\|109.68\|103.00\|770834;2026-05-22\|114.07\|10.00\|106.00\|114.07\|106.00\|1016965;2026-05-25\|122.54\|7.43\|121.02\|123.82\|119.20\|997254;2026-05-26\|133.36\|8.83\|122.90\|134.79\|122.55\|1158013;2026-05-27\|128.29\|-3.80\|130.21\|134.50\|127.10\|1010370;2026-05-28\|133.06\|3.72\|126.10\|135.35\|125.36\|918255;2026-05-29\|132.04\|-0.77\|133.17\|138.87\|131.43\|924767;2026-06-01\|122.51\|-7.22\|132.04\|134.99\|122.28\|920139;2026-06-02\|131.00\|6.93\|124.00\|131.99\|119.20\|846816;2026-06-03\|129.80\|-0.92\|131.04\|138.42\|127.00\|1052102;2026-06-04\|140.82\|8.49\|127.08\|142.78\|126.50\|1106358;2026-06-05\|133.22\|-5.40\|137.10\|141.28\|131.81\|955056;2026-06-08\|137.00\|2.84\|125.00\|140.00\|125.00\|1159899;2026-06-09\|141.09\|2.99\|138.00\|142.30\|133.01\|1250056;2026-06-10\|130.60\|-7.43\|136.00\|136.99\|127.22\|1050923;2026-06-11\|126.91\|-2.83\|129.07\|130.82\|124.22\|778925;2026-06-12\|125.20\|-1.35\|131.66\|134.60\|125.00\|739443;2026-06-15\|133.76\|6.84\|128.50\|134.00\|122.22\|994190;2026-06-16\|140.64\|5.14\|134.20\|144.65\|134.04\|1101496;2026-06-17\|146.55\|4.20\|138.00\|149.90\|137.10\|991542;2026-06-18\|147.90\|0.92\|146.00\|149.36\|142.81\|836790;2026-06-22\|145.26\|-1.78\|149.79\|151.90\|141.45\|908645;2026-06-23\|138.50\|-4.65\|145.00\|146.50\|137.20\|826360;2026-06-24\|143.35\|3.50\|138.53\|144.98\|137.64\|705705;2026-06-25\|154.99\|8.12\|144.00\|156.33\|140.00\|1043882;2026-06-26\|147.28\|-4.97\|152.98\|155.25\|143.26\|821234;2026-06-29\|141.06\|-4.22\|147.28\|149.72\|135.63\|807492;2026-06-30\|152.80\|8.32\|141.10\|155.08\|141.10\|889851;2026-07-01\|145.01\|-5.10\|152.80\|158.20\|142.00\|824443;2026-07-02\|130.51\|-10.00\|138.15\|139.13\|130.51\|878486;2026-07-03\|135.35\|3.71\|129.65\|140.93\|125.88\|873451;2026-07-06\|128.83\|-4.82\|136.00\|137.90\|123.00\|754894;2026-07-07\|129.72\|0.69\|127.00\|132.68\|125.45\|595563;2026-07-08\|128.20\|-1.17\|131.00\|132.50\|125.13\|456162;2026-07-09\|137.30\|7.10\|131.99\|137.83\|128.61\|752734;2026-07-10\|129.44\|-5.72\|137.60\|141.89\|129.20\|758943;2026-07-13\|124.66\|-3.69\|127.70\|132.00\|123.12\|527167;2026-07-14\|137.13\|10.00\|128.55\|137.13\|128.35\|940197;2026-07-15\|137.23\|0.07\|140.98\|142.89\|137.15\|859631;2026-07-16\|136.72\|-0.37\|133.81\|142.99\|133.16\|783543;2026-07-17\|127.80\|-6.52\|134.09\|136.45\|123.05\|957299;2026-07-20\|115.02\|-10.00\|130.35\|131.48\|115.02\|874260;2026-07-21\|122.60\|6.59\|115.27\|123.33\|104.20\|981007;2026-07-22\|114.23\|-6.83\|121.00\|123.98\|113.65\|775403;2026-07-23\|115.74\|1.32\|116.88\|120.20\|113.52\|561345;2026-07-24\|112.22\|-3.04\|112.00\|116.49\|110.01\|420709;2026-07-27\|117.50\|4.71\|112.22\|117.81\|112.22\|461620;2026-07-28\|105.75\|-10.00\|112.50\|113.63\|105.75\|524994;2026-07-29\|105.25\|-0.47\|103.65\|105.88\|97.40\|779500;2026-07-30\|96.55\|-8.27\|104.21\|104.60\|94.73\|812211;2026-07-31\|103.75\|7.46\|105.30\|106.21\|103.46\|736313;2026-08-03\|101.61\|-2.06\|102.00\|104.06\|99.81\|419513;2026-08-04\|111.77\|10.00\|104.00\|111.77\|103.23\|670502;2026-08-05\|115.60\|3.43\|109.65\|119.00\|109.50\|816615;2026-08-06\|117.20\|1.38\|112.74\|121.87\|112.01\|589491;2026-08-07\|125.87\|7.40\|119.54\|127.77\|119.54\|797451;2026-08-10\|122.70\|-2.52\|126.80\|127.20\|119.50\|591360;2026-08-11\|121.00\|-1.39\|120.07\|124.98\|119.14\|375932;2026-08-12\|123.01\|1.66\|121.00\|123.86\|120.00\|374643;2026-08-13\|120.66\|-1.91\|124.90\|128.99\|120.29\|554657;2026-08-14\|121.27\|0.51\|120.95\|122.50\|119.01\|352649;2026-08-17\|125.09\|3.15\|122.00\|125.35\|120.66\|454611;2026-08-18\|123.59\|-1.20\|125.70\|126.18\|121.10\|366061;2026-08-19\|113.41\|-8.24\|118.07\|120.33\|112.50\|522334;2026-08-20\|114.32\|0.80\|115.13\|117.68\|113.09\|313023;2026-08-21\|121.21\|6.03\|113.67\|122.51\|113.39\|499272;2026-08-24\|115.57\|-4.65\|120.27\|122.41\|112.50\|419500;2026-08-25\|114.29\|-1.11\|113.08\|118.12\|112.22\|411054;2026-08-26\|119.22\|4.31\|116.42\|121.99\|115.63\|595172;2026-08-27\|122.02\|2.35\|122.00\|124.39\|118.91\|630239;2026-08-28\|121.70\|-0.26\|122.00\|127.64\|120.60\|590290;2026-08-31\|124.91\|2.64\|118.19\|125.00\|118.00\|496358;2026-09-01\|120.72\|-3.35\|124.88\|125.32\|119.28\|427763;2026-09-02\|118.39\|-1.93\|119.06\|120.60\|118.10\|316945;2026-09-03\|116.42\|-1.66\|120.40\|120.80\|115.50\|321643;2026-09-04\|111.50\|-4.23\|118.00\|119.20\|110.59\|493417;2026-09-07\|122.65\|10.00\|113.61\|122.65\|113.50\|801001;2026-09-08\|124.90\|1.83\|126.00\|129.25\|124.00\|690849;2026-09-09\|127.55\|2.12\|127.40\|130.86\|125.60\|475847;2026-09-10\|127.92\|0.29\|126.06\|131.25\|126.06\|353845;2026-09-11\|128.25\|0.26\|126.05\|129.06\|123.61\|439497
119840	AI服务器订单持续释放	覆铜板龙头+AI PCB+上证50调入行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、公司是全球第二大刚性覆铜板生产企业，全球市占率超过10%，产品广泛应用于高算力、AI服务器、汽车电子等领域；公司拟投资约52亿元建设高性能覆铜板项目，定位高速、封装等领域用基材，计划2026年下半年启动。 2、据2026年5月11日互动易及2026年5月8日投资者关系活动记录表，公司高速材料已覆盖Extreme Low-loss及以上等级，与国内外终端就GPU及AI应用开展项目合作，需求已转化为实质性订单，AI PCB用无卤高耐热、高可靠中等损耗覆铜板基材已投入研发应用。 3、据证券时报2026年6月7日报道，上交所与中证指数有限公司决定调整指数样本，生益科技被调入上证50指数，将于2026年6月12日收市后生效。	1、中国大陆最大的覆铜板制造商； 1、公司与银河航天签署战略合作协议，切入商业航天赛道	2026-05-08\|82.00\|0.00\|80.53\|84.15\|80.10\|380322;2026-05-11\|83.66\|2.02\|82.62\|84.28\|81.00\|480487;2026-05-12\|85.62\|2.34\|83.70\|86.33\|82.50\|508736;2026-05-13\|94.18\|10.00\|85.02\|94.18\|85.02\|715910;2026-05-14\|93.32\|-0.91\|98.11\|100.50\|93.10\|934590;2026-05-15\|89.95\|-3.61\|93.38\|93.84\|87.65\|598251;2026-05-18\|98.95\|10.01\|90.23\|98.95\|90.23\|753260;2026-05-19\|100.78\|1.85\|97.85\|101.87\|94.02\|811490;2026-05-20\|100.56\|-0.22\|99.51\|102.37\|97.97\|520464;2026-05-21\|98.19\|-2.36\|102.15\|107.50\|97.66\|726707;2026-05-22\|108.01\|10.00\|102.10\|108.01\|102.00\|668899;2026-05-25\|116.52\|7.88\|114.00\|117.81\|110.35\|794411;2026-05-26\|128.17\|10.00\|115.68\|128.17\|115.60\|781785;2026-05-27\|131.76\|2.80\|133.00\|140.00\|128.99\|1102998;2026-05-28\|135.64\|2.94\|132.77\|137.70\|125.51\|1026694;2026-05-29\|140.62\|3.67\|135.64\|145.55\|133.88\|1008405;2026-06-01\|135.63\|-3.55\|140.62\|147.90\|132.30\|1155189;2026-06-02\|141.07\|4.01\|133.21\|144.33\|128.67\|1083318;2026-06-03\|141.09\|0.01\|137.80\|147.49\|135.02\|1097300;2026-06-04\|143.96\|2.03\|137.00\|147.80\|135.11\|850144;2026-06-05\|137.36\|-4.05\|140.00\|145.16\|136.38\|726278;2026-06-08\|134.06\|-2.40\|126.00\|140.36\|126.00\|757561;2026-06-09\|147.47\|10.00\|138.99\|147.47\|136.86\|692989;2026-06-10\|146.90\|-0.39\|147.00\|154.50\|144.64\|959194;2026-06-11\|149.73\|1.93\|146.95\|153.50\|143.11\|840041;2026-06-12\|151.28\|1.04\|155.98\|162.62\|150.11\|963705;2026-06-15\|166.41\|10.00\|159.11\|166.41\|153.55\|540346;2026-06-16\|179.40\|7.81\|176.00\|183.05\|174.80\|918984;2026-06-17\|180.15\|0.42\|180.00\|191.00\|176.00\|1155608;2026-06-18\|183.87\|2.06\|178.50\|187.35\|176.73\|798770;2026-06-22\|184.50\|0.34\|186.60\|191.88\|177.54\|945294;2026-06-23\|167.87\|-9.01\|179.00\|180.00\|166.53\|998238;2026-06-24\|177.30\|5.62\|167.90\|179.38\|167.00\|778216;2026-06-25\|187.20\|5.58\|179.90\|188.00\|175.18\|715499;2026-06-26\|178.50\|-4.65\|182.00\|182.30\|171.69\|714770;2026-06-29\|171.16\|-4.11\|178.50\|182.68\|162.90\|748375;2026-06-30\|173.40\|1.31\|171.00\|178.15\|168.11\|676451;2026-07-01\|164.80\|-4.96\|173.40\|175.88\|163.17\|668680;2026-07-02\|151.95\|-7.80\|155.00\|160.68\|150.59\|718965;2026-07-03\|160.78\|5.81\|151.94\|166.21\|145.99\|776465;2026-07-06\|154.27\|-4.05\|163.00\|164.00\|149.61\|607755;2026-07-07\|150.77\|-2.27\|154.19\|156.46\|146.80\|484066;2026-07-08\|145.46\|-3.52\|153.85\|154.95\|145.20\|451298;2026-07-09\|157.40\|8.21\|149.98\|158.03\|144.80\|649809;2026-07-10\|149.39\|-5.09\|160.00\|163.48\|149.25\|634013;2026-07-13\|134.45\|-10.00\|147.90\|150.33\|134.45\|804531;2026-07-14\|147.90\|10.00\|139.97\|147.90\|139.00\|809572;2026-07-15\|152.43\|3.06\|154.01\|160.30\|151.50\|942584;2026-07-16\|146.99\|-3.57\|148.00\|155.43\|144.00\|712841;2026-07-17\|132.29\|-10.00\|144.84\|146.00\|132.29\|756456;2026-07-20\|123.34\|-6.77\|136.00\|136.00\|119.06\|945392;2026-07-21\|135.67\|10.00\|129.32\|135.67\|117.50\|898218;2026-07-22\|126.00\|-7.13\|135.67\|140.19\|124.06\|823857;2026-07-23\|125.10\|-0.71\|129.00\|134.21\|123.80\|609987;2026-07-24\|118.71\|-5.11\|123.81\|123.99\|117.99\|604586;2026-07-27\|125.99\|6.13\|120.00\|125.99\|114.66\|575210;2026-07-28\|113.39\|-10.00\|119.42\|121.00\|113.39\|480574;2026-07-29\|108.18\|-4.59\|111.88\|112.70\|102.60\|887963;2026-07-30\|100.08\|-7.49\|105.00\|108.83\|97.51\|810983;2026-07-31\|105.64\|5.56\|110.09\|110.09\|105.44\|808423;2026-08-03\|102.03\|-3.42\|102.01\|105.88\|99.88\|532053;2026-08-04\|112.23\|10.00\|105.00\|112.23\|103.50\|609875;2026-08-05\|122.79\|9.41\|110.00\|123.45\|110.00\|893471;2026-08-06\|127.25\|3.63\|120.00\|130.99\|119.50\|760588;2026-08-07\|139.98\|10.00\|131.00\|139.98\|130.98\|783085;2026-08-10\|138.57\|-1.01\|141.98\|143.48\|134.39\|942162;2026-08-11\|135.30\|-2.36\|135.80\|140.58\|133.66\|587915;2026-08-12\|143.23\|5.86\|136.95\|145.55\|135.64\|764841;2026-08-13\|141.74\|-1.04\|146.08\|151.90\|141.63\|824227;2026-08-14\|143.21\|1.04\|144.00\|146.30\|139.70\|673037;2026-08-17\|144.49\|0.89\|145.90\|147.47\|140.51\|762217;2026-08-18\|139.41\|-3.52\|144.00\|145.47\|137.45\|736201;2026-08-19\|125.47\|-10.00\|132.00\|134.44\|125.47\|782925;2026-08-20\|126.28\|0.65\|128.19\|131.19\|124.16\|596152;2026-08-21\|132.80\|5.16\|126.03\|134.86\|124.88\|664758;2026-08-24\|126.30\|-4.89\|132.83\|134.00\|122.30\|637658;2026-08-25\|129.00\|2.14\|124.00\|132.00\|122.05\|635340;2026-08-26\|130.01\|0.78\|130.70\|131.99\|124.00\|586918;2026-08-27\|140.97\|8.43\|133.98\|143.01\|133.07\|1031748;2026-08-28\|145.65\|3.32\|140.01\|151.79\|138.41\|987078;2026-08-31\|153.40\|5.32\|141.00\|157.28\|141.00\|1038874;2026-09-01\|144.42\|-5.85\|152.00\|152.41\|143.70\|789206;2026-09-02\|144.98\|0.39\|139.00\|149.23\|138.99\|655882;2026-09-03\|143.19\|-1.23\|148.88\|149.38\|139.01\|635897;2026-09-04\|137.50\|-3.97\|145.20\|147.80\|135.47\|670208;2026-09-07\|148.15\|7.75\|140.25\|149.25\|139.80\|839356;2026-09-08\|146.28\|-1.26\|149.00\|151.25\|145.50\|690344;2026-09-09\|148.16\|1.29\|147.90\|151.88\|146.51\|589970;2026-09-10\|146.96\|-0.81\|145.02\|151.30\|145.00\|583540;2026-09-11\|148.43\|1.00\|143.55\|150.30\|138.43\|796211
119839	AI服务器订单持续释放	涨停揭秘：公司2025年净利润同比大增378.65%，扣非净利增长679.35%，叠加M8级高速覆铜板在AI服务器批量应用、英伟达GTC大会催化及电子板块资金回流，驱动股价涨停；涨停缘由：2025年业绩爆发式增长；M8等级材料在AI服务器小批量量产；英伟达GTC大会召开强化算力基建预期；PCB行业景气度回升，江西N6厂产能释放；资金逻辑：主力资金借电子板块整体回暖与AI硬件产业链热度积极布局，超大单净买入显著，MACD金叉与BOLL通道突破形成技术共振；风险提示：短期涨幅较大，存在获利回吐压力；高端材料客户验证周期长，量产进度存在不确定性。	1、公司积极开展光模块产品项目开发，研究适用于200G、400G光电通信网络芯片的光模块材料开发；公司满足800G的光模块产品，主要应用到Ultra low loss级别至Extreme low loss级别的高速材料； 2、公司主营覆铜板及粘结片业务，获得健鼎科技、奥士康、景旺电子等PCB客户的认证	2026-05-08\|183.01\|-3.68\|183.00\|188.68\|179.32\|54359;2026-05-11\|187.40\|2.57\|184.00\|188.95\|178.88\|56710;2026-05-12\|197.75\|5.52\|184.70\|199.27\|178.00\|91124;2026-05-13\|201.50\|1.90\|188.00\|205.44\|185.47\|74590;2026-05-14\|180.60\|-10.37\|201.45\|201.52\|180.00\|59784;2026-05-15\|181.50\|0.50\|181.00\|189.60\|173.44\|70542;2026-05-18\|181.95\|0.25\|177.01\|183.00\|173.50\|42089;2026-05-19\|185.50\|1.95\|181.01\|188.48\|175.63\|45742;2026-05-20\|186.95\|0.78\|184.70\|194.68\|181.45\|48113;2026-05-21\|183.00\|-2.11\|189.97\|200.00\|180.18\|58012;2026-05-22\|201.93\|10.34\|186.00\|209.70\|184.00\|92010;2026-05-25\|197.30\|-2.29\|208.00\|215.44\|192.50\|98950;2026-05-26\|202.25\|2.51\|198.91\|206.60\|187.00\|81957;2026-05-27\|216.30\|6.95\|202.50\|219.90\|196.60\|106735;2026-05-28\|233.00\|7.72\|212.72\|238.98\|210.00\|89461;2026-05-29\|239.00\|2.58\|234.66\|255.00\|226.01\|88186;2026-06-01\|216.55\|-9.39\|236.61\|236.61\|210.00\|85775;2026-06-02\|238.92\|10.33\|216.55\|242.00\|203.66\|78246;2026-06-03\|228.70\|-4.28\|234.15\|250.00\|223.02\|70435;2026-06-04\|247.00\|8.00\|220.02\|253.55\|220.02\|63560;2026-06-05\|236.10\|-4.41\|243.01\|257.90\|235.83\|65198;2026-06-08\|253.55\|7.39\|219.94\|263.80\|216.00\|84036;2026-06-09\|295.00\|16.35\|264.00\|298.79\|253.58\|92040;2026-06-10\|289.90\|-1.73\|285.01\|299.00\|278.80\|77285;2026-06-11\|305.50\|5.38\|286.00\|315.00\|278.00\|73585;2026-06-12\|297.19\|-2.72\|316.00\|342.18\|293.66\|87928;2026-06-15\|338.30\|13.83\|296.39\|339.80\|285.01\|80020;2026-06-16\|356.44\|5.36\|330.00\|375.00\|330.00\|78033;2026-06-17\|395.01\|10.82\|349.90\|409.90\|349.90\|81752;2026-06-18\|397.00\|0.50\|389.87\|399.00\|375.00\|79374;2026-06-22\|375.65\|-5.38\|393.03\|395.80\|357.74\|90390;2026-06-23\|333.00\|-11.35\|371.90\|371.90\|331.81\|81613;2026-06-24\|361.88\|8.67\|337.72\|363.00\|337.72\|75407;2026-06-25\|379.98\|5.00\|367.00\|385.53\|351.03\|69062;2026-06-26\|410.10\|7.93\|383.81\|439.82\|361.80\|84978;2026-06-29\|375.00\|-8.56\|407.00\|426.00\|358.01\|89827;2026-06-30\|380.04\|1.34\|365.00\|389.04\|358.00\|64937;2026-07-01\|360.00\|-5.27\|381.69\|400.00\|355.00\|70624;2026-07-02\|353.00\|-1.94\|341.76\|375.99\|341.76\|56333;2026-07-03\|371.22\|5.16\|349.53\|384.53\|332.10\|81292;2026-07-06\|340.12\|-8.38\|377.00\|382.00\|321.80\|80763;2026-07-07\|338.00\|-0.62\|337.61\|348.60\|330.00\|50248;2026-07-08\|319.50\|-5.47\|344.75\|353.00\|319.50\|55594;2026-07-09\|351.23\|9.93\|325.97\|351.96\|325.97\|68255;2026-07-10\|332.00\|-5.47\|353.33\|366.25\|331.00\|54698;2026-07-13\|309.80\|-6.69\|328.00\|342.00\|304.99\|70175;2026-07-14\|366.90\|18.43\|313.00\|368.20\|313.00\|104146;2026-07-15\|353.00\|-3.79\|364.90\|366.00\|338.40\|89969;2026-07-16\|342.08\|-3.09\|338.08\|367.96\|336.00\|70719;2026-07-17\|286.83\|-16.15\|329.08\|335.00\|285.45\|84138;2026-07-20\|231.73\|-19.21\|296.64\|300.00\|229.46\|124977;2026-07-21\|255.00\|10.04\|235.00\|256.66\|195.00\|127023;2026-07-22\|226.65\|-11.12\|243.00\|265.66\|225.34\|100917;2026-07-23\|229.41\|1.22\|231.00\|247.75\|224.33\|84052;2026-07-24\|223.66\|-2.51\|225.49\|232.00\|219.00\|53262;2026-07-27\|239.80\|7.22\|226.00\|242.18\|222.00\|63645;2026-07-28\|214.16\|-10.69\|229.64\|238.76\|211.21\|66830;2026-07-29\|213.27\|-0.42\|216.16\|229.86\|200.05\|84644;2026-07-30\|199.30\|-6.55\|209.00\|216.58\|192.00\|82258;2026-07-31\|218.00\|9.38\|228.89\|233.88\|216.90\|88036;2026-08-03\|206.00\|-5.50\|213.36\|220.79\|202.15\|62291;2026-08-04\|236.05\|14.59\|208.00\|237.49\|203.14\|93504;2026-08-05\|252.16\|6.82\|226.00\|260.02\|226.00\|84907;2026-08-06\|259.64\|2.97\|245.00\|269.98\|240.58\|81358;2026-08-07\|302.55\|16.53\|260.00\|311.00\|260.00\|113289;2026-08-10\|303.02\|0.16\|298.99\|308.06\|281.23\|103578;2026-08-11\|285.00\|-5.95\|289.00\|298.47\|279.01\|90451;2026-08-12\|297.27\|4.31\|284.40\|306.30\|284.40\|83091;2026-08-13\|283.59\|-4.60\|305.00\|308.00\|282.99\|87230;2026-08-14\|309.00\|8.96\|286.88\|311.00\|286.60\|90259;2026-08-17\|315.50\|2.10\|318.27\|323.99\|305.27\|76551;2026-08-18\|311.50\|-1.27\|318.00\|318.80\|305.21\|51484;2026-08-19\|278.50\|-10.59\|292.04\|304.99\|275.50\|77453;2026-08-20\|282.00\|1.26\|286.33\|296.66\|273.50\|56604;2026-08-21\|289.83\|2.78\|279.00\|298.60\|277.89\|54527;2026-08-24\|278.20\|-4.01\|288.88\|289.49\|267.03\|46600;2026-08-25\|288.87\|3.84\|273.45\|297.36\|271.00\|62366;2026-08-26\|283.95\|-1.70\|288.00\|289.88\|274.25\|45219;2026-08-27\|294.20\|3.61\|291.55\|301.98\|284.38\|68091;2026-08-28\|292.30\|-0.65\|294.18\|310.55\|291.86\|66766;2026-08-31\|317.61\|8.66\|278.00\|317.61\|278.00\|88749;2026-09-01\|290.00\|-8.69\|311.00\|313.99\|285.61\|68761;2026-09-02\|291.52\|0.52\|279.00\|299.80\|279.00\|44111;2026-09-03\|283.02\|-2.92\|297.00\|297.00\|277.31\|43424;2026-09-04\|267.14\|-5.61\|285.85\|294.93\|262.74\|55528;2026-09-07\|287.85\|7.75\|274.00\|291.27\|269.00\|60513;2026-09-08\|284.71\|-1.09\|288.68\|295.98\|282.00\|48435;2026-09-09\|291.65\|2.44\|291.98\|304.90\|288.17\|49285;2026-09-10\|309.59\|6.15\|288.01\|314.85\|288.00\|66003;2026-09-11\|327.07\|5.65\|304.97\|334.97\|295.28\|84247
119838	AI服务器订单持续释放	涨停揭秘：英伟达Vera Rubin AI芯片量产方案敲定，公司PCB超快激光钻孔设备获IC载板客户首台订单并实现技术突破；涨停缘由：AI芯片量产催化上游设备需求；超快激光钻孔设备孔径更细、效率更快、精度更高，切入IC载板高壁垒环节；2025年PCB成型设备订单超9000万元；资金逻辑：主力资金大幅净流入，游资联动半导体设备与AI算力概念，板块情绪高涨带动资金快速聚集；风险提示：IC载板设备订单尚处早期放量阶段，业绩兑现存在季度滞后性，需关注下游扩产节奏变化	公司超快激光钻孔设备可满足M8、M9等规格的PCB精密钻孔需求，适用ABF、CBF等材料	2026-05-08\|63.29\|0.94\|62.29\|64.19\|61.10\|59553;2026-05-11\|66.33\|4.80\|64.61\|67.48\|63.08\|107605;2026-05-12\|64.61\|-2.59\|65.60\|66.50\|63.79\|72769;2026-05-13\|70.16\|8.59\|63.55\|70.49\|62.66\|138682;2026-05-14\|70.51\|0.50\|74.89\|76.89\|69.82\|195630;2026-05-15\|68.90\|-2.28\|71.17\|73.47\|68.02\|106557;2026-05-18\|76.02\|10.33\|68.12\|76.56\|67.15\|128214;2026-05-19\|87.66\|15.31\|75.10\|91.22\|74.41\|191715;2026-05-20\|88.49\|0.95\|87.51\|91.88\|87.01\|161164;2026-05-21\|85.28\|-3.63\|92.09\|99.58\|85.00\|186548;2026-05-22\|89.98\|5.51\|84.46\|93.68\|83.97\|148147;2026-05-25\|88.17\|-2.01\|89.97\|89.97\|85.30\|120766;2026-05-26\|84.67\|-3.97\|87.03\|88.00\|82.50\|106149;2026-05-27\|90.48\|6.86\|87.06\|95.58\|87.00\|170231;2026-05-28\|97.42\|7.67\|88.46\|99.31\|88.46\|169132;2026-05-29\|96.47\|-0.98\|96.64\|103.01\|94.31\|138983;2026-06-01\|96.30\|-0.18\|95.32\|103.34\|95.32\|110398;2026-06-02\|94.52\|-1.85\|96.01\|96.47\|91.70\|82573;2026-06-03\|98.37\|4.07\|94.10\|103.28\|93.60\|113021;2026-06-04\|97.40\|-0.99\|96.00\|99.00\|93.12\|99640;2026-06-05\|94.81\|-2.66\|99.00\|101.00\|94.08\|91774;2026-06-08\|89.56\|-5.54\|88.10\|93.18\|87.00\|101870;2026-06-09\|91.34\|1.99\|91.35\|98.00\|86.79\|125553;2026-06-10\|85.57\|-6.21\|86.18\|88.59\|83.98\|85384;2026-06-11\|84.30\|-1.48\|85.25\|87.68\|83.32\|61449;2026-06-12\|88.46\|4.93\|85.91\|92.10\|85.91\|94947;2026-06-15\|103.90\|17.45\|88.54\|104.39\|88.54\|114002;2026-06-16\|107.07\|3.05\|104.34\|108.00\|101.40\|96277;2026-06-17\|115.60\|7.97\|105.11\|124.88\|103.86\|122189;2026-06-18\|124.34\|7.56\|115.67\|127.50\|112.66\|97690;2026-06-22\|132.68\|6.71\|126.83\|134.50\|119.29\|131697;2026-06-23\|118.36\|-10.79\|128.60\|129.22\|116.67\|100015;2026-06-24\|128.70\|8.74\|117.67\|134.94\|117.67\|103388;2026-06-25\|135.81\|5.52\|132.99\|140.01\|128.30\|98142;2026-06-26\|131.72\|-3.01\|137.91\|139.28\|129.01\|71971;2026-06-29\|119.50\|-9.28\|133.61\|134.91\|118.00\|117790;2026-06-30\|121.90\|2.01\|118.58\|126.34\|115.00\|85608;2026-07-01\|116.07\|-4.78\|122.00\|123.99\|114.93\|81378;2026-07-02\|106.03\|-8.65\|113.51\|113.98\|105.00\|85182;2026-07-03\|103.41\|-2.47\|106.00\|108.47\|100.33\|69283;2026-07-06\|99.53\|-3.75\|104.10\|108.87\|98.68\|60591;2026-07-07\|95.91\|-3.64\|99.84\|99.99\|93.74\|60072;2026-07-08\|90.16\|-6.00\|96.57\|97.89\|90.00\|49930;2026-07-09\|99.44\|10.29\|91.78\|99.70\|91.78\|85207;2026-07-10\|95.31\|-4.15\|99.19\|103.66\|95.31\|71631;2026-07-13\|85.78\|-10.00\|95.99\|98.25\|85.55\|58138;2026-07-14\|89.40\|4.22\|88.00\|90.99\|85.09\|59944;2026-07-15\|83.64\|-6.44\|91.00\|94.18\|83.06\|54745;2026-07-16\|77.57\|-7.26\|84.00\|84.68\|76.50\|86153;2026-07-17\|67.40\|-13.11\|77.02\|78.77\|66.03\|103524;2026-07-20\|59.35\|-11.94\|72.12\|73.50\|57.20\|116435;2026-07-21\|66.32\|11.74\|60.39\|66.32\|51.35\|126086;2026-07-22\|65.33\|-1.49\|64.59\|68.80\|63.83\|81270;2026-07-23\|65.55\|0.34\|66.24\|69.49\|64.92\|80059;2026-07-24\|64.20\|-2.06\|65.30\|67.99\|63.70\|68075;2026-07-27\|65.81\|2.51\|65.35\|65.92\|62.03\|64963;2026-07-28\|61.69\|-6.26\|65.80\|68.66\|61.05\|80176;2026-07-29\|57.76\|-6.37\|61.49\|62.36\|54.64\|113196;2026-07-30\|51.32\|-11.15\|57.49\|57.75\|51.15\|92732;2026-07-31\|53.09\|3.45\|55.67\|59.12\|52.88\|102199;2026-08-03\|50.97\|-3.99\|53.20\|53.58\|50.19\|85863;2026-08-04\|56.20\|10.26\|51.40\|57.20\|50.35\|92304;2026-08-05\|60.90\|8.36\|55.64\|62.10\|55.64\|92568;2026-08-06\|65.25\|7.14\|59.90\|66.17\|59.40\|108673;2026-08-07\|69.35\|6.28\|65.26\|70.11\|63.50\|129260;2026-08-10\|66.85\|-3.60\|69.99\|72.72\|64.82\|112703;2026-08-11\|67.03\|0.27\|66.88\|68.66\|65.38\|84526;2026-08-12\|69.19\|3.22\|67.03\|70.68\|66.49\|75591;2026-08-13\|70.63\|2.08\|71.19\|74.30\|70.25\|114353;2026-08-14\|73.15\|3.57\|71.56\|73.76\|69.80\|93771;2026-08-17\|75.80\|3.62\|74.46\|75.80\|72.55\|86366;2026-08-18\|80.75\|6.53\|75.80\|83.97\|74.93\|140547;2026-08-19\|72.02\|-10.81\|78.00\|78.99\|71.46\|135285;2026-08-20\|77.33\|7.37\|73.85\|80.59\|70.88\|115834;2026-08-21\|75.80\|-1.98\|75.06\|77.61\|72.17\|101068;2026-08-24\|75.34\|-0.61\|75.44\|78.24\|72.90\|95717;2026-08-25\|75.00\|-0.45\|74.00\|77.87\|70.00\|100084;2026-08-26\|74.55\|-0.60\|77.02\|77.50\|72.32\|74095;2026-08-27\|81.83\|9.77\|75.50\|82.48\|74.69\|107903;2026-08-28\|79.05\|-3.40\|81.00\|83.79\|78.55\|76765;2026-08-31\|80.64\|2.01\|78.74\|81.57\|78.00\|83167;2026-09-01\|73.72\|-8.58\|81.01\|81.09\|73.50\|115412;2026-09-02\|72.59\|-1.53\|72.82\|74.80\|71.50\|78505;2026-09-03\|74.00\|1.94\|73.59\|75.09\|71.17\|71070;2026-09-04\|69.83\|-5.64\|74.22\|75.66\|69.17\|77146;2026-09-07\|73.99\|5.96\|70.34\|74.35\|69.60\|81005;2026-09-08\|72.70\|-1.74\|73.01\|75.50\|71.41\|59716;2026-09-09\|77.83\|7.06\|74.98\|80.59\|73.80\|125956;2026-09-10\|78.17\|0.44\|78.80\|80.87\|76.20\|119863;2026-09-11\|74.50\|-4.69\|76.33\|76.87\|69.84\|120163
119837	AI服务器订单持续释放	一季报增长+拟收购菲莱测试+半导体检测 1、据2026年4月29日公告，公司拟以发行股份、可转换公司债券及支付现金的方式购买上海菲莱测试技术有限公司100%股权，切入光电子器件、逻辑器件测试赛道，完善半导体检测布局。 2、据2026年4月29日公告，标的公司是国内光电子器件可靠性测试设备中覆盖最全面的企业之一，为国家级专精特新“小巨人”企业，在光电子器件、逻辑器件领域具备核心技术积累和优质客户资源。 3、据2026年4月29日公告，公司2026年第一季度实现营业收入2.96亿元，同比增长48.34%；实现归母净利润0.44亿元，同比增长24.98%。	国内领先的工业X射线智能检测装备及核心部件供应商；公司面向AI算力催生的高多层PCB、CPO、固态电池等场景研发的X射线智能检测设备已小规模出货	2026-05-08\|127.47\|-0.41\|126.00\|130.79\|121.23\|140284;2026-05-11\|134.11\|5.21\|130.00\|136.50\|127.55\|144807;2026-05-12\|132.20\|-1.42\|137.00\|137.77\|130.00\|113373;2026-05-13\|129.88\|-1.75\|130.02\|133.59\|127.56\|88108;2026-05-14\|130.00\|0.09\|134.53\|135.90\|125.67\|96477;2026-05-15\|133.70\|2.85\|131.97\|139.00\|127.50\|132314;2026-05-18\|139.88\|4.62\|132.96\|141.66\|132.96\|113715;2026-05-19\|146.20\|4.52\|138.77\|146.58\|134.50\|123765;2026-05-20\|160.00\|9.44\|146.10\|164.01\|146.00\|157270;2026-05-21\|149.00\|-6.88\|159.90\|163.47\|147.96\|129319;2026-05-22\|168.50\|13.09\|153.70\|168.87\|152.15\|102558;2026-05-25\|172.98\|2.66\|178.00\|179.00\|170.02\|95650;2026-05-26\|165.20\|-4.50\|173.50\|173.98\|160.00\|80243;2026-05-27\|170.76\|3.37\|162.01\|175.49\|158.01\|90532;2026-05-28\|191.48\|12.13\|165.57\|195.50\|165.57\|94345;2026-05-29\|178.70\|-6.67\|192.28\|195.00\|177.00\|71303;2026-06-01\|168.30\|-5.82\|178.00\|183.53\|167.00\|78202;2026-06-02\|180.36\|7.17\|168.11\|182.00\|162.80\|76059;2026-06-03\|185.26\|2.72\|181.00\|195.33\|178.88\|74746;2026-06-04\|198.98\|7.41\|182.16\|203.00\|177.07\|77954;2026-06-05\|195.17\|-1.91\|202.96\|215.00\|190.00\|78219;2026-06-08\|181.49\|-7.01\|180.89\|191.80\|178.10\|74871;2026-06-09\|180.20\|-0.71\|187.00\|191.58\|175.00\|71186;2026-06-10\|175.49\|-2.29\|178.30\|179.88\|171.00\|48948;2026-06-11\|171.50\|-2.27\|173.71\|181.46\|168.58\|47463;2026-06-12\|165.24\|-3.65\|180.00\|180.00\|159.00\|109419;2026-06-15\|174.65\|5.69\|164.50\|174.99\|161.00\|74957;2026-06-16\|180.29\|3.23\|175.00\|182.35\|168.21\|80558;2026-06-17\|181.30\|0.56\|177.00\|186.00\|175.00\|65291;2026-06-18\|181.88\|0.32\|183.99\|188.15\|179.77\|63418;2026-06-22\|175.10\|-3.73\|182.50\|182.85\|168.03\|78911;2026-06-23\|161.20\|-7.94\|175.50\|176.00\|158.00\|91986;2026-06-24\|166.52\|3.30\|164.00\|169.68\|157.31\|69524;2026-06-25\|166.71\|0.11\|169.84\|169.84\|158.11\|70386;2026-06-26\|170.70\|2.39\|165.00\|177.33\|162.01\|77227;2026-06-29\|167.00\|-2.17\|170.71\|177.60\|161.01\|55762;2026-06-30\|177.84\|6.49\|167.00\|179.77\|165.30\|81085;2026-07-01\|171.11\|-3.78\|183.00\|184.98\|169.00\|86605;2026-07-02\|170.00\|-0.65\|165.65\|183.78\|161.26\|100066;2026-07-03\|180.00\|5.88\|170.00\|187.11\|167.30\|92657;2026-07-06\|176.30\|-2.06\|185.60\|189.90\|168.68\|98452;2026-07-07\|169.12\|-4.07\|175.78\|175.99\|165.30\|60880;2026-07-08\|176.40\|4.30\|169.12\|183.83\|169.00\|78545;2026-07-09\|194.60\|10.32\|180.00\|195.92\|179.22\|110166;2026-07-10\|178.86\|-8.09\|199.05\|199.05\|176.00\|87218;2026-07-13\|159.25\|-10.96\|170.00\|178.99\|158.50\|76653;2026-07-14\|164.24\|3.13\|160.14\|166.69\|155.22\|55831;2026-07-15\|155.50\|-5.32\|167.33\|173.65\|154.01\|54976;2026-07-16\|142.50\|-8.36\|152.10\|159.00\|140.00\|72866;2026-07-17\|132.32\|-7.14\|143.00\|145.54\|131.45\|75419;2026-07-20\|118.00\|-10.82\|139.15\|140.96\|112.73\|114068;2026-07-21\|131.00\|11.02\|121.53\|132.50\|113.84\|92870;2026-07-22\|126.50\|-3.44\|130.99\|133.78\|125.12\|59278;2026-07-23\|123.74\|-2.18\|129.02\|129.98\|122.00\|40481;2026-07-24\|123.42\|-0.26\|124.25\|126.38\|121.30\|39551;2026-07-27\|130.74\|5.93\|123.42\|131.19\|122.60\|48869;2026-07-28\|119.21\|-8.82\|126.18\|130.67\|117.49\|53023;2026-07-29\|117.30\|-1.60\|116.67\|121.18\|110.51\|54015;2026-07-30\|102.52\|-12.60\|117.00\|118.00\|101.50\|76772;2026-07-31\|113.79\|10.99\|111.97\|121.71\|111.11\|77530;2026-08-03\|107.77\|-5.29\|113.00\|114.32\|105.88\|54480;2026-08-04\|120.28\|11.61\|108.00\|121.96\|107.20\|64946;2026-08-05\|127.68\|6.15\|118.98\|129.75\|116.80\|64207;2026-08-06\|128.19\|0.40\|125.00\|131.27\|124.66\|46850;2026-08-07\|136.65\|6.60\|126.77\|139.00\|125.68\|61582;2026-08-10\|132.27\|-3.21\|136.80\|138.83\|128.51\|52412;2026-08-11\|131.92\|-0.26\|132.25\|133.80\|127.68\|37719;2026-08-12\|135.00\|2.33\|132.31\|138.44\|131.55\|40883;2026-08-13\|138.70\|2.74\|137.53\|145.60\|136.00\|58521;2026-08-14\|143.78\|3.66\|141.34\|144.96\|138.80\|60148;2026-08-17\|147.06\|2.28\|143.78\|147.38\|140.20\|70947;2026-08-18\|150.23\|2.16\|149.33\|151.50\|144.49\|52162;2026-08-19\|133.00\|-11.47\|142.81\|145.67\|131.31\|71661;2026-08-20\|133.73\|0.55\|134.33\|138.00\|131.40\|51303;2026-08-21\|136.37\|1.97\|135.51\|140.27\|130.54\|46619;2026-08-24\|132.79\|-2.63\|136.00\|136.37\|128.36\|38808;2026-08-25\|134.03\|0.93\|130.44\|136.15\|126.10\|35719;2026-08-26\|132.41\|-1.21\|135.46\|138.96\|130.50\|34904;2026-08-27\|138.05\|4.26\|133.53\|139.50\|130.72\|37042;2026-08-28\|135.20\|-2.06\|137.01\|140.80\|134.80\|27005;2026-08-31\|137.00\|1.33\|131.56\|137.54\|131.11\|28776;2026-09-01\|130.94\|-4.42\|135.18\|137.27\|129.80\|27676;2026-09-02\|132.59\|1.26\|129.50\|133.88\|128.00\|29879;2026-09-03\|133.04\|0.34\|135.00\|136.22\|130.04\|28842;2026-09-04\|130.41\|-1.98\|136.00\|143.58\|129.49\|53920;2026-09-07\|141.66\|8.63\|130.66\|143.28\|130.66\|48810;2026-09-08\|142.84\|0.83\|142.89\|148.00\|139.69\|52262;2026-09-09\|142.18\|-0.46\|145.19\|148.80\|141.20\|35707;2026-09-10\|138.68\|-2.46\|142.96\|143.28\|138.58\|24572;2026-09-11\|134.85\|-2.76\|135.36\|137.92\|129.05\|40044
119836	AI服务器订单持续释放	涨停揭秘：长联科技6月22日涨停，PCB干膜价格随上游建滔积层板再度涨价而上调，下游消费电子复苏带动订单回暖。；涨停缘由：PCB干膜为线路板关键辅材，建滔积层板6月宣布新一轮涨价，带动干膜采购成本转嫁及单价提升；AI PC及折叠屏手机拉动高端PCB需求，公司客户订单排期至Q3。；资金逻辑：主力资金低位回补，叠加PCB板块估值处于历史低位，资金提前布局电子周期拐点，成交额环比增长超60%。；风险提示：PCB行业整体产能过剩压力未根本缓解，价格弹性可持续性存疑；下游消费电子复苏力度低于预期将压制订单增速；原材料环氧树脂价格波动影响毛利。	公司产品包括PCB干膜，主要用于线路板领域	2026-05-08\|51.38\|2.03\|50.09\|52.18\|50.06\|11349;2026-05-11\|53.01\|3.17\|51.39\|53.68\|50.96\|19445;2026-05-12\|51.12\|-3.57\|53.00\|53.00\|50.81\|11339;2026-05-13\|52.85\|3.38\|51.59\|53.66\|50.87\|16794;2026-05-14\|52.38\|-0.89\|52.84\|54.30\|52.38\|11192;2026-05-15\|52.25\|-0.25\|52.46\|52.69\|51.86\|9447;2026-05-18\|52.09\|-0.31\|52.02\|52.48\|51.38\|7616;2026-05-19\|52.14\|0.10\|52.09\|52.77\|51.69\|5355;2026-05-20\|53.76\|3.11\|53.44\|54.00\|51.75\|18700;2026-05-21\|52.49\|-2.36\|53.76\|55.89\|52.35\|20447;2026-05-22\|55.03\|4.84\|53.11\|55.59\|52.30\|19317;2026-05-25\|53.47\|-2.83\|55.12\|55.50\|52.90\|14332;2026-05-26\|53.52\|0.09\|53.47\|54.30\|52.13\|12047;2026-05-27\|55.40\|3.51\|53.56\|56.10\|53.53\|26489;2026-05-28\|40.30\|2.03\|38.77\|40.46\|38.52\|28583;2026-05-29\|37.96\|-5.81\|39.90\|41.28\|37.61\|30097;2026-06-01\|39.78\|4.79\|37.90\|40.74\|37.39\|29313;2026-06-02\|40.63\|2.14\|39.53\|41.27\|39.26\|28789;2026-06-03\|40.40\|-0.57\|40.07\|40.99\|39.76\|21375;2026-06-04\|39.96\|-1.09\|39.88\|40.95\|39.40\|15829;2026-06-05\|40.92\|2.40\|39.96\|41.56\|39.29\|31232;2026-06-08\|39.68\|-3.03\|39.80\|41.50\|39.11\|25269;2026-06-09\|38.91\|-1.94\|39.71\|40.49\|38.85\|18079;2026-06-10\|38.54\|-0.95\|38.80\|39.10\|37.60\|17936;2026-06-11\|37.81\|-1.89\|38.22\|38.69\|36.78\|15368;2026-06-12\|37.64\|-0.45\|38.21\|39.00\|37.15\|18956;2026-06-15\|37.63\|-0.03\|37.64\|38.47\|37.45\|13149;2026-06-16\|40.25\|6.96\|37.58\|40.66\|36.84\|33301;2026-06-17\|39.90\|-0.87\|39.73\|41.39\|38.95\|20149;2026-06-18\|39.00\|-2.26\|39.92\|40.47\|39.00\|13834;2026-06-22\|43.42\|11.33\|38.99\|43.60\|38.12\|56314;2026-06-23\|42.79\|-1.45\|42.99\|43.85\|42.26\|30020;2026-06-24\|43.75\|2.24\|42.78\|43.79\|40.50\|40728;2026-06-25\|45.77\|4.62\|42.93\|46.16\|42.86\|52285;2026-06-26\|47.47\|3.71\|45.16\|48.99\|45.00\|54449;2026-06-29\|47.71\|0.51\|47.67\|49.49\|46.55\|46482;2026-06-30\|45.97\|-3.65\|47.58\|47.58\|45.52\|41449;2026-07-01\|48.27\|5.00\|45.57\|51.00\|44.58\|49668;2026-07-02\|47.59\|-1.41\|47.58\|48.21\|46.00\|30204;2026-07-03\|44.60\|-6.28\|48.15\|48.15\|44.51\|32485;2026-07-06\|41.17\|-7.69\|44.39\|44.81\|41.00\|35649;2026-07-07\|39.02\|-5.22\|41.20\|41.50\|38.01\|30429;2026-07-08\|36.90\|-5.43\|39.47\|39.47\|36.61\|24127;2026-07-09\|41.77\|13.20\|37.01\|43.30\|37.00\|62106;2026-07-10\|42.57\|1.92\|42.27\|44.44\|41.48\|38862;2026-07-13\|40.10\|-5.80\|42.99\|42.99\|40.02\|25114;2026-07-14\|41.59\|3.72\|40.48\|42.30\|40.10\|26517;2026-07-15\|41.20\|-0.94\|41.45\|41.45\|39.69\|22147;2026-07-16\|41.10\|-0.24\|41.09\|41.88\|40.46\|16431;2026-07-17\|38.50\|-6.33\|41.09\|41.75\|38.30\|22634;2026-07-20\|33.96\|-11.79\|38.98\|39.18\|33.48\|36522;2026-07-21\|33.08\|-2.59\|34.18\|34.66\|31.06\|25202;2026-07-22\|32.17\|-2.75\|33.28\|33.48\|32.02\|15754;2026-07-23\|32.82\|2.02\|31.88\|32.82\|31.84\|12848;2026-07-24\|30.80\|-6.15\|32.43\|32.52\|30.80\|16675;2026-07-27\|31.50\|2.27\|30.60\|31.63\|30.00\|15478;2026-07-28\|30.85\|-2.06\|31.04\|31.76\|30.70\|14574;2026-07-29\|30.80\|-0.16\|30.79\|30.96\|30.08\|16222;2026-07-30\|30.07\|-2.37\|30.48\|30.83\|29.60\|20173;2026-07-31\|31.51\|4.79\|30.35\|32.46\|30.35\|23894;2026-08-03\|31.96\|1.43\|31.51\|32.15\|31.40\|10783;2026-08-04\|32.82\|2.69\|31.98\|32.86\|31.98\|13598;2026-08-05\|33.62\|2.44\|32.76\|34.27\|32.55\|18246;2026-08-06\|33.39\|-0.68\|33.11\|33.78\|32.94\|11930;2026-08-07\|33.81\|1.26\|33.21\|34.04\|32.70\|13259;2026-08-10\|33.36\|-1.33\|33.80\|33.85\|33.15\|10623;2026-08-11\|33.02\|-1.02\|33.50\|33.65\|32.76\|8137;2026-08-12\|33.07\|0.15\|33.02\|33.19\|32.86\|9196;2026-08-13\|32.94\|-0.39\|33.10\|33.99\|32.77\|12823;2026-08-14\|33.40\|1.40\|33.00\|33.49\|32.61\|10985;2026-08-17\|34.18\|2.34\|33.50\|34.18\|32.95\|14542;2026-08-18\|33.55\|-1.84\|34.80\|34.90\|33.21\|13751;2026-08-19\|36.20\|7.90\|33.44\|37.90\|32.87\|61488;2026-08-20\|34.39\|-5.00\|35.06\|35.52\|33.50\|45638;2026-08-21\|33.20\|-3.46\|33.50\|33.77\|31.88\|24596;2026-08-24\|32.05\|-3.46\|33.13\|33.99\|31.76\|19161;2026-08-25\|32.39\|1.06\|32.01\|32.59\|31.51\|13302;2026-08-26\|32.24\|-0.46\|32.38\|32.52\|31.86\|10708;2026-08-27\|32.79\|1.71\|32.30\|32.90\|31.95\|14449;2026-08-28\|32.64\|-0.46\|32.88\|33.23\|32.55\|13237;2026-08-31\|32.88\|0.74\|32.61\|33.20\|32.09\|11429;2026-09-01\|32.94\|0.18\|32.89\|33.21\|32.64\|10880;2026-09-02\|32.51\|-1.31\|32.55\|32.94\|32.23\|11219;2026-09-03\|32.08\|-1.32\|32.65\|33.16\|32.02\|9498;2026-09-04\|31.49\|-1.84\|32.20\|32.49\|31.40\|11029;2026-09-07\|31.66\|0.54\|31.52\|31.89\|31.23\|6707;2026-09-08\|31.35\|-0.98\|31.80\|31.80\|31.15\|9923;2026-09-09\|30.97\|-1.21\|31.35\|31.47\|30.81\|7998;2026-09-10\|30.39\|-1.87\|30.90\|30.93\|30.36\|7114;2026-09-11\|29.75\|-2.11\|30.33\|30.49\|29.40\|8421
119835	AI服务器订单持续释放	光模块+AI PCB+业绩高增行业原因：中信建投6月15日研报指出，近日SemiAnalysis提出CPO的规模量产时间可能推迟至2028年乃至2029年，但CPO节奏放慢意味着NPO可能加速推进。不论是CPO还是NPO，主要面向Scale Up市场，这对可插拔光模块供应商而言都是增量市场，传统可插拔光模块公司可以深度参与。公司原因： 1、据2026年6月12日互动易，公司具备硅光CW激光芯片研发能力，已与外部硅光企业开展合作并布局自研硅光模块产品，并依托“光芯片+光模块”IDM垂直整合模式，有效优化成本结构、提升盈利空间。 2、据2025年年度报告，公司是全球唯一具备PCB、光芯片及光模块从研发、设计到量产全流程能力的企业，同时也是全球前三大PCB供应商及全球第一大边缘AI设备PCB供应商，产品覆盖10G至1.6T全速率光模块，并推进6.4T及下一代CPO/NPO方案研发。 3、据2026年一季报，公司一季度实现营业收入131.38亿元，同比增长52.72%；归母净利润11.10亿元，同比增长143.47%，光模块业务抓住行业爆发机会，收入实现翻倍。	全球第三的印刷电路板企业、全球第二的柔性线路板企业；在电子电路领域，公司专注于为行业领先的客户提供全方位电子电路（PCB）产品及服务，PCB 业务涵盖刚性、柔性、刚挠结合板等全系列产品	2026-05-08\|211.39\|0.15\|210.00\|213.58\|206.01\|895393;2026-05-11\|218.30\|3.27\|212.00\|222.60\|208.47\|894415;2026-05-12\|219.46\|0.53\|223.57\|230.00\|213.51\|914307;2026-05-13\|220.75\|0.59\|213.00\|225.66\|212.90\|787040;2026-05-14\|214.89\|-2.65\|220.74\|226.00\|213.35\|762371;2026-05-15\|203.35\|-5.37\|212.86\|215.63\|196.12\|1019791;2026-05-18\|211.25\|3.88\|203.35\|215.60\|199.94\|783883;2026-05-19\|222.08\|5.13\|206.00\|224.50\|198.00\|1100759;2026-05-20\|223.00\|0.41\|220.10\|225.57\|216.05\|782079;2026-05-21\|206.97\|-7.19\|223.23\|225.00\|204.16\|899478;2026-05-22\|220.55\|6.56\|210.92\|221.73\|210.92\|843617;2026-05-25\|226.24\|2.58\|222.91\|228.28\|218.30\|831651;2026-05-26\|221.20\|-2.23\|221.00\|225.11\|216.36\|677237;2026-05-27\|223.37\|0.98\|216.78\|234.00\|212.60\|869030;2026-05-28\|219.00\|-1.96\|222.00\|223.00\|212.40\|776935;2026-05-29\|213.05\|-2.72\|222.93\|229.95\|210.70\|756485;2026-06-01\|191.75\|-10.00\|209.22\|212.00\|191.75\|1359590;2026-06-02\|210.93\|10.00\|200.00\|210.93\|196.90\|1081481;2026-06-03\|223.99\|6.19\|219.60\|232.02\|219.00\|1175069;2026-06-04\|237.80\|6.17\|222.11\|244.70\|222.11\|835019;2026-06-05\|221.41\|-6.89\|232.08\|241.80\|219.05\|844741;2026-06-08\|213.00\|-3.80\|210.00\|220.50\|209.00\|705983;2026-06-09\|224.40\|5.35\|216.82\|225.60\|213.36\|717055;2026-06-10\|212.27\|-5.41\|216.59\|227.98\|210.83\|685924;2026-06-11\|210.99\|-0.60\|215.00\|221.68\|205.01\|654865;2026-06-12\|217.55\|3.11\|220.50\|226.80\|214.00\|795949;2026-06-15\|239.31\|10.00\|222.47\|239.31\|215.39\|853771;2026-06-16\|249.06\|4.07\|244.00\|253.10\|235.88\|1025167;2026-06-17\|256.92\|3.16\|255.12\|266.03\|251.00\|976383;2026-06-18\|273.00\|6.26\|256.92\|277.60\|255.15\|795976;2026-06-22\|270.55\|-0.90\|273.05\|275.42\|260.00\|904511;2026-06-23\|255.02\|-5.74\|265.01\|266.99\|253.00\|721028;2026-06-24\|257.13\|0.83\|252.14\|260.97\|252.00\|579845;2026-06-25\|275.80\|7.26\|263.00\|275.99\|258.25\|791788;2026-06-26\|260.32\|-5.61\|268.00\|271.88\|256.00\|690775;2026-06-29\|249.59\|-4.12\|255.00\|259.62\|235.11\|756161;2026-06-30\|262.35\|5.11\|247.54\|268.50\|247.54\|625797;2026-07-01\|246.31\|-6.11\|262.35\|263.88\|242.72\|653224;2026-07-02\|221.68\|-10.00\|226.00\|229.89\|221.68\|843916;2026-07-03\|232.73\|4.98\|211.00\|242.45\|204.00\|1242012;2026-07-06\|224.46\|-3.55\|238.00\|239.98\|216.00\|765320;2026-07-07\|236.87\|5.53\|224.48\|241.59\|219.10\|928145;2026-07-08\|237.56\|0.29\|233.00\|245.00\|226.04\|962855;2026-07-09\|261.32\|10.00\|242.00\|261.32\|236.98\|1123457;2026-07-10\|242.30\|-7.28\|269.37\|274.50\|240.00\|1188960;2026-07-13\|236.70\|-2.31\|237.58\|251.40\|232.00\|938795;2026-07-14\|260.37\|10.00\|241.52\|260.37\|237.01\|954686;2026-07-15\|262.49\|0.81\|261.00\|280.08\|255.88\|1391335;2026-07-16\|268.80\|2.40\|250.01\|276.00\|246.80\|1158991;2026-07-17\|241.92\|-10.00\|258.01\|260.00\|241.92\|1090498;2026-07-20\|217.73\|-10.00\|241.91\|246.00\|217.73\|1088241;2026-07-21\|231.00\|6.09\|217.73\|237.65\|195.96\|1526580;2026-07-22\|217.50\|-5.84\|230.65\|239.77\|215.60\|1274903;2026-07-23\|206.65\|-4.99\|223.00\|224.03\|198.99\|1230956;2026-07-24\|199.18\|-3.61\|199.11\|205.83\|196.98\|728226;2026-07-27\|211.90\|6.39\|199.15\|211.90\|188.88\|827580;2026-07-28\|190.71\|-10.00\|197.00\|200.26\|190.71\|730447;2026-07-29\|179.78\|-5.73\|181.00\|184.00\|171.64\|1279208;2026-07-30\|161.80\|-10.00\|178.05\|178.50\|161.80\|1060298;2026-07-31\|171.48\|5.98\|177.00\|177.98\|170.32\|1223940;2026-08-03\|162.81\|-5.06\|165.00\|171.00\|161.98\|808712;2026-08-04\|179.09\|10.00\|168.76\|179.09\|167.00\|868174;2026-08-05\|188.83\|5.44\|162.00\|193.88\|162.00\|1351069;2026-08-06\|187.68\|-0.61\|180.00\|195.55\|178.99\|859291;2026-08-07\|195.27\|4.04\|190.00\|202.18\|190.00\|1023486;2026-08-10\|185.94\|-4.78\|195.28\|198.66\|178.85\|1026959;2026-08-11\|193.87\|4.26\|188.50\|200.60\|184.11\|911486;2026-08-12\|200.19\|3.26\|194.06\|203.83\|192.80\|786348;2026-08-13\|202.11\|0.96\|204.10\|213.40\|201.88\|831866;2026-08-14\|205.19\|1.52\|203.24\|207.92\|200.00\|559818;2026-08-17\|217.66\|6.08\|213.07\|219.85\|206.88\|728684;2026-08-18\|213.82\|-1.76\|217.66\|218.58\|208.92\|548491;2026-08-19\|197.10\|-7.82\|203.11\|210.98\|194.00\|729447;2026-08-20\|197.67\|0.29\|200.00\|201.81\|194.00\|521763;2026-08-21\|201.08\|1.73\|198.08\|205.00\|196.00\|516294;2026-08-24\|193.60\|-3.72\|205.13\|208.96\|186.00\|778089;2026-08-25\|190.84\|-1.43\|187.08\|196.99\|186.30\|553985;2026-08-26\|194.36\|1.84\|192.11\|199.65\|184.00\|641982;2026-08-27\|200.60\|3.21\|200.08\|203.30\|196.80\|576987;2026-08-28\|195.62\|-2.48\|198.31\|206.96\|195.50\|554544;2026-08-31\|198.00\|1.22\|190.08\|199.63\|189.00\|439940;2026-09-01\|188.69\|-4.70\|197.99\|197.99\|185.18\|629346;2026-09-02\|183.43\|-2.79\|185.06\|186.78\|181.20\|446687;2026-09-03\|179.16\|-2.33\|185.01\|185.96\|178.47\|439576;2026-09-04\|178.67\|-0.27\|182.01\|186.50\|176.75\|466697;2026-09-07\|190.55\|6.65\|185.01\|191.22\|182.13\|731792;2026-09-08\|186.42\|-2.17\|189.50\|194.45\|185.88\|581199;2026-09-09\|196.06\|5.17\|193.99\|198.88\|188.70\|834032;2026-09-10\|193.74\|-1.18\|197.50\|198.66\|191.60\|559678;2026-09-11\|194.42\|0.35\|195.10\|199.50\|187.13\|741843
119834	AI服务器订单持续释放	PCB+封装基板+拟定增+央企行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年6月13日公告，公司拟募集资金不超过48.82亿元，用于无锡AI算力电子电路产品项目及补充流动资金，该项目主要生产高速高密高多层PCB产品，用于AI服务器、交换机等领域。 2、据2026年6月16日投资者关系活动记录表，公司PCB业务受益于AI算力基础设施硬件需求增长，工厂产能利用率维持高位；封装基板业务因存储类、处理器芯片类基板需求拉动，产能利用率延续较高水平。 3、据2026年6月16日投资者关系活动记录表，公司广州封装基板项目FC-BGA类封装基板已实现22层及以下产品量产，24层及以上产品技术研发及打样工作按期推进。 4、据2025年年度报告，公司最终控制人为国务院国有资产监督管理委员会。	国内IC载板龙头，已成为全球领先的无线基站射频功放PCB供应商、亚太地区主要的航空航天用PCB供应商、国内领先的处理器芯片封装基板供应商	2026-05-08\|320.37\|-0.97\|316.66\|329.33\|315.10\|95192;2026-05-11\|333.52\|4.10\|325.40\|336.19\|313.59\|123785;2026-05-12\|329.79\|-1.12\|334.00\|339.60\|324.65\|89181;2026-05-13\|348.50\|5.67\|327.18\|350.70\|325.01\|119027;2026-05-14\|331.36\|-4.92\|349.09\|350.00\|329.33\|96631;2026-05-15\|323.25\|-2.45\|331.36\|339.39\|318.30\|98240;2026-05-18\|335.92\|3.92\|320.96\|341.55\|316.30\|102704;2026-05-19\|332.30\|-1.08\|334.00\|335.00\|315.33\|90609;2026-05-20\|333.88\|0.48\|330.99\|342.87\|327.27\|91254;2026-05-21\|343.88\|3.00\|342.00\|366.00\|342.00\|142900;2026-05-22\|378.27\|10.00\|357.63\|378.27\|357.29\|149655;2026-05-25\|400.00\|5.74\|404.02\|409.74\|387.87\|161963;2026-05-26\|419.50\|4.88\|406.00\|432.99\|394.53\|219316;2026-05-27\|396.05\|-5.59\|410.15\|418.00\|390.01\|190716;2026-05-28\|398.28\|0.56\|390.81\|403.00\|384.55\|143521;2026-05-29\|411.41\|3.92\|405.00\|425.00\|401.31\|153616;2026-06-01\|380.00\|-7.63\|412.00\|425.88\|379.86\|162448;2026-06-02\|398.80\|4.95\|386.08\|404.00\|369.00\|144410;2026-06-03\|382.00\|-4.21\|400.00\|406.70\|374.48\|211122;2026-06-04\|393.38\|2.98\|370.00\|398.00\|369.53\|154196;2026-06-05\|373.00\|-5.18\|382.01\|392.86\|370.49\|131901;2026-06-08\|369.64\|-0.90\|350.08\|393.80\|350.00\|169281;2026-06-09\|395.96\|7.12\|375.00\|399.00\|363.00\|162474;2026-06-10\|383.06\|-3.26\|392.00\|394.30\|374.50\|113558;2026-06-11\|376.16\|-1.80\|382.99\|390.88\|370.00\|97437;2026-06-12\|379.50\|0.89\|390.91\|401.59\|377.56\|108361;2026-06-15\|399.80\|5.35\|386.96\|401.33\|383.03\|134493;2026-06-16\|403.88\|1.02\|399.00\|413.63\|396.66\|158116;2026-06-17\|444.27\|10.00\|405.00\|444.27\|405.00\|120345;2026-06-18\|453.80\|2.15\|456.00\|459.00\|419.00\|195279;2026-06-22\|457.34\|0.78\|462.42\|469.52\|433.76\|175947;2026-06-23\|426.00\|-6.85\|447.81\|455.00\|419.00\|153966;2026-06-24\|431.90\|1.39\|424.87\|436.00\|412.00\|130643;2026-06-25\|455.00\|5.35\|431.99\|459.90\|425.19\|135773;2026-06-26\|433.50\|-4.73\|448.00\|448.80\|420.47\|111999;2026-06-29\|434.16\|0.15\|428.40\|453.00\|403.83\|129011;2026-06-30\|457.90\|5.47\|430.46\|469.99\|425.87\|135452;2026-07-01\|448.02\|-2.16\|459.00\|484.57\|440.50\|112640;2026-07-02\|423.10\|-5.56\|427.20\|468.29\|406.00\|161068;2026-07-03\|454.48\|7.42\|426.28\|465.41\|415.00\|176442;2026-07-06\|440.20\|-3.14\|450.00\|455.98\|426.88\|152099;2026-07-07\|412.10\|-6.38\|438.69\|443.95\|396.18\|183387;2026-07-08\|402.33\|-2.37\|413.79\|422.98\|397.00\|93145;2026-07-09\|442.56\|10.00\|420.00\|442.56\|407.19\|154991;2026-07-10\|426.00\|-3.74\|443.00\|459.80\|425.00\|130742;2026-07-13\|393.59\|-7.61\|419.99\|445.00\|389.73\|191242;2026-07-14\|408.99\|3.91\|400.00\|416.30\|378.00\|219351;2026-07-15\|377.23\|-7.77\|412.00\|414.80\|374.94\|161586;2026-07-16\|364.00\|-3.51\|370.02\|388.55\|357.00\|122471;2026-07-17\|334.00\|-8.24\|358.00\|359.99\|327.60\|141990;2026-07-20\|324.36\|-2.89\|344.02\|354.99\|314.37\|151637;2026-07-21\|350.00\|7.90\|329.54\|352.98\|295.28\|172571;2026-07-22\|337.98\|-3.43\|345.00\|366.98\|334.00\|125452;2026-07-23\|337.47\|-0.15\|344.06\|351.50\|334.00\|91236;2026-07-24\|332.81\|-1.38\|330.00\|339.21\|323.00\|70064;2026-07-27\|353.44\|6.20\|332.48\|354.88\|331.06\|100102;2026-07-28\|318.10\|-10.00\|340.10\|343.99\|318.10\|94231;2026-07-29\|316.01\|-0.66\|304.73\|319.45\|288.00\|155138;2026-07-30\|284.50\|-9.97\|312.70\|317.00\|284.41\|139251;2026-07-31\|308.00\|8.26\|312.00\|312.95\|304.40\|150173;2026-08-03\|302.31\|-1.85\|303.13\|310.48\|293.88\|93624;2026-08-04\|332.54\|10.00\|308.00\|332.54\|308.00\|105098;2026-08-05\|349.18\|5.00\|330.78\|356.47\|328.00\|144656;2026-08-06\|353.99\|1.38\|340.00\|367.29\|338.08\|107346;2026-08-07\|382.63\|8.09\|359.00\|388.18\|356.00\|139279;2026-08-10\|372.40\|-2.67\|382.62\|383.56\|359.36\|111252;2026-08-11\|380.70\|2.23\|365.71\|395.98\|363.01\|118289;2026-08-12\|385.80\|1.34\|380.70\|394.18\|377.00\|93832;2026-08-13\|377.98\|-2.03\|394.98\|402.88\|377.15\|88684;2026-08-14\|378.00\|0.01\|380.00\|382.57\|371.00\|66701;2026-08-17\|392.90\|3.94\|379.78\|393.99\|377.13\|89762;2026-08-18\|381.85\|-2.81\|393.00\|393.00\|375.80\|80860;2026-08-19\|343.93\|-9.93\|370.00\|372.57\|343.67\|140038;2026-08-20\|345.00\|0.31\|349.06\|353.53\|340.51\|81344;2026-08-21\|358.25\|3.84\|342.98\|362.00\|342.98\|80199;2026-08-24\|343.63\|-4.08\|357.41\|360.98\|334.00\|76183;2026-08-25\|341.00\|-0.77\|339.99\|346.50\|332.00\|76448;2026-08-26\|348.03\|2.06\|343.70\|353.70\|337.05\|73982;2026-08-27\|365.10\|4.90\|359.00\|368.80\|351.44\|96483;2026-08-28\|362.40\|-0.74\|365.10\|380.00\|362.21\|90309;2026-08-31\|369.08\|1.84\|353.20\|370.37\|348.69\|82105;2026-09-01\|354.34\|-3.99\|368.00\|368.01\|350.38\|58852;2026-09-02\|348.39\|-1.68\|348.00\|353.81\|345.01\|39283;2026-09-03\|341.54\|-1.97\|353.58\|354.88\|340.01\|48352;2026-09-04\|331.80\|-2.85\|345.00\|352.50\|328.21\|64977;2026-09-07\|364.98\|10.00\|338.00\|364.98\|336.00\|92409;2026-09-08\|382.50\|4.80\|375.37\|393.77\|370.01\|132996;2026-09-09\|383.30\|0.21\|386.30\|391.66\|380.00\|75650;2026-09-10\|392.31\|2.35\|380.14\|397.87\|377.00\|83110;2026-09-11\|396.68\|1.11\|388.41\|400.33\|384.59\|90046
119833	AI服务器订单持续释放	PCB+高阶HDI+AIPC+定增通过行业原因： 1、美光业绩大超预期，盘后大涨近16%，验证AI行业景气度。 2、据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%。公司原因： 1、据2026年5月15日投资者关系管理信息，公司PCB产品已批量应用于知名的存储模组企业，并已配套于交换机、GPU加速卡服务器、光模块等算力相关领域；据2025年年报，公司聚焦存储算力等核心赛道，重点提升高阶HDI及高多层板占比。 2、公司主营业务为印制电路板PCB的研发、生产、销售与服务，主要产品为刚性电路板、HDI、柔性电路板、刚柔结合板等，是国内少数兼具刚柔PCB批量生产与较强研发能力的制造商。 3、2024年5月29日互动易：公司已获得AI PC的小批量订单。 4、据2026年6月18日公告，公司向特定对象发行股票申请获深圳证券交易所上市审核中心审核通过，拟募资用于泰国PCB智能化生产基地及珠海富山高密度PCB扩产项目。	公司系国内少数兼具刚柔印制电路板批量生产与较强研发能力的PCB制造商，部分产品有直接或间接配套人形机器人的研发、生产等	2026-05-08\|13.26\|0.08\|13.03\|13.32\|12.96\|427880;2026-05-11\|13.46\|1.51\|13.40\|13.69\|13.20\|523058;2026-05-12\|13.42\|-0.30\|13.40\|13.54\|13.20\|408742;2026-05-13\|13.85\|3.20\|13.42\|13.98\|13.31\|909446;2026-05-14\|13.33\|-3.75\|13.85\|13.85\|13.33\|594133;2026-05-15\|13.06\|-2.03\|13.41\|13.67\|12.90\|439249;2026-05-18\|13.28\|1.68\|12.98\|13.52\|12.98\|401371;2026-05-19\|13.28\|0.00\|13.16\|13.42\|12.96\|347047;2026-05-20\|12.93\|-2.64\|13.18\|13.28\|12.85\|346985;2026-05-21\|12.77\|-1.24\|13.17\|13.65\|12.60\|632794;2026-05-22\|13.46\|5.40\|12.91\|13.52\|12.91\|586800;2026-05-25\|13.67\|1.56\|13.85\|13.98\|13.48\|658810;2026-05-26\|15.04\|10.02\|13.67\|15.04\|13.57\|1073116;2026-05-27\|16.54\|9.97\|16.54\|16.54\|15.99\|1024827;2026-05-28\|18.19\|9.98\|16.85\|18.19\|16.16\|2355000;2026-05-29\|17.15\|-5.72\|19.30\|19.55\|16.89\|2173628;2026-06-01\|18.87\|10.03\|17.36\|18.87\|17.35\|2080732;2026-06-02\|20.76\|10.02\|19.16\|20.76\|18.88\|1541028;2026-06-03\|19.45\|-6.31\|20.20\|21.88\|19.00\|2739428;2026-06-04\|20.61\|5.96\|18.88\|21.00\|18.71\|2392112;2026-06-05\|18.69\|-9.32\|19.58\|19.90\|18.55\|1745577;2026-06-08\|16.82\|-10.01\|16.82\|17.73\|16.82\|1120732;2026-06-09\|16.74\|-0.48\|17.16\|17.30\|16.13\|1458957;2026-06-10\|15.82\|-5.50\|16.62\|17.29\|15.58\|1301572;2026-06-11\|15.29\|-3.35\|15.52\|16.00\|15.09\|1155235;2026-06-12\|15.10\|-1.24\|15.65\|16.53\|15.01\|1223062;2026-06-15\|16.35\|8.28\|15.38\|16.43\|15.28\|1264438;2026-06-16\|16.79\|2.69\|16.43\|16.92\|16.21\|1186083;2026-06-17\|18.47\|10.01\|16.39\|18.47\|16.37\|964791;2026-06-18\|20.32\|10.02\|19.01\|20.32\|18.98\|708702;2026-06-22\|21.14\|4.04\|21.90\|22.00\|19.74\|2238549;2026-06-23\|19.90\|-5.87\|20.61\|21.06\|19.18\|1194674;2026-06-24\|19.36\|-2.71\|19.27\|19.82\|18.70\|1092562;2026-06-25\|21.30\|10.02\|19.28\|21.30\|18.59\|1310433;2026-06-26\|22.78\|6.95\|21.03\|23.40\|20.36\|2233337;2026-06-29\|20.50\|-10.01\|22.37\|22.80\|20.50\|1254675;2026-06-30\|21.68\|5.76\|20.18\|22.30\|20.00\|1455689;2026-07-01\|21.41\|-1.25\|21.00\|22.49\|20.70\|1404805;2026-07-02\|19.59\|-8.50\|20.03\|20.80\|19.29\|1035787;2026-07-03\|19.57\|-0.10\|19.20\|20.20\|18.83\|777408;2026-07-06\|17.91\|-8.48\|20.00\|20.16\|17.68\|774068;2026-07-07\|17.59\|-1.79\|17.97\|18.63\|17.32\|554963;2026-07-08\|16.42\|-6.65\|17.71\|17.73\|16.30\|648215;2026-07-09\|18.06\|9.99\|16.91\|18.06\|16.65\|1027509;2026-07-10\|17.74\|-1.77\|18.61\|19.41\|17.72\|1262966;2026-07-13\|15.97\|-9.98\|17.34\|17.90\|15.97\|725068;2026-07-14\|16.26\|1.82\|15.74\|16.50\|15.20\|766718;2026-07-15\|14.63\|-10.02\|15.94\|16.18\|14.63\|867125;2026-07-16\|13.69\|-6.43\|14.62\|14.81\|13.56\|712948;2026-07-17\|12.32\|-10.01\|13.65\|13.85\|12.32\|530135;2026-07-20\|11.09\|-9.98\|12.28\|12.43\|11.09\|611621;2026-07-21\|11.87\|7.03\|10.91\|12.04\|9.98\|1099424;2026-07-22\|11.99\|1.01\|11.58\|12.85\|11.58\|986523;2026-07-23\|12.05\|0.50\|12.00\|12.70\|11.84\|718717;2026-07-24\|12.17\|1.00\|11.80\|12.76\|11.69\|834726;2026-07-27\|12.42\|2.05\|12.02\|12.46\|11.60\|791858;2026-07-28\|11.79\|-5.07\|12.06\|12.58\|11.72\|670629;2026-07-29\|11.55\|-2.04\|11.79\|11.82\|11.02\|631832;2026-07-30\|10.56\|-8.57\|11.41\|11.55\|10.50\|581276;2026-07-31\|10.85\|2.75\|11.28\|11.51\|10.85\|627853;2026-08-03\|10.73\|-1.11\|10.85\|10.94\|10.60\|369051;2026-08-04\|11.80\|9.97\|10.84\|11.80\|10.76\|358818;2026-08-05\|12.98\|10.00\|12.28\|12.98\|12.15\|466468;2026-08-06\|13.93\|7.32\|13.49\|14.19\|13.37\|1673818;2026-08-07\|15.15\|8.76\|13.70\|15.32\|13.58\|1813811;2026-08-10\|14.82\|-2.18\|14.86\|15.32\|14.47\|1250676;2026-08-11\|14.58\|-1.62\|14.81\|15.00\|14.48\|715532;2026-08-12\|14.97\|2.67\|14.66\|15.12\|14.43\|807467;2026-08-13\|14.66\|-2.07\|15.22\|15.30\|14.66\|737997;2026-08-14\|14.87\|1.43\|14.85\|14.98\|14.53\|533865;2026-08-17\|15.40\|3.56\|15.03\|15.40\|14.90\|806078;2026-08-18\|15.15\|-1.62\|15.30\|15.67\|14.93\|675405;2026-08-19\|13.90\|-8.25\|14.53\|14.89\|13.80\|768878;2026-08-20\|15.29\|10.00\|14.30\|15.29\|13.90\|332540;2026-08-21\|14.86\|-2.81\|15.62\|15.66\|14.23\|970627;2026-08-24\|13.87\|-6.66\|14.67\|14.67\|13.40\|885818;2026-08-25\|13.92\|0.36\|13.65\|14.02\|13.13\|535150;2026-08-26\|13.65\|-1.94\|14.03\|14.09\|13.32\|422187;2026-08-27\|14.52\|6.37\|13.68\|14.95\|13.63\|743376;2026-08-28\|14.38\|-0.96\|14.69\|14.95\|14.36\|647216;2026-08-31\|14.68\|2.09\|14.01\|14.73\|14.00\|511535;2026-09-01\|14.08\|-4.09\|14.70\|14.70\|14.03\|432633;2026-09-02\|13.83\|-1.78\|13.80\|14.01\|13.63\|289980;2026-09-03\|13.74\|-0.65\|13.99\|14.08\|13.50\|327862;2026-09-04\|14.10\|2.62\|13.81\|15.11\|13.81\|1171339;2026-09-07\|15.51\|10.00\|14.50\|15.51\|14.22\|947676;2026-09-08\|17.06\|9.99\|16.90\|17.06\|16.30\|494072;2026-09-09\|16.81\|-1.47\|17.74\|17.97\|16.59\|1845326;2026-09-10\|16.73\|-0.48\|17.01\|17.25\|16.47\|1517917;2026-09-11\|17.08\|2.09\|16.07\|17.88\|16.00\|1867370
119832	AI服务器订单持续释放	PCB概念+覆铜板+黄金采选行业原因：据界面新闻，建滔积层板6月16日完成第五次涨价，FR- 4、PP材料涨幅15%，距离上一次涨价间隔仅20天，创历史最短周期。此外，生益科技、南亚新材、金安国纪同步跟涨10%~15%，高端M8/M9高速CCL因AI需求紧张限量接单，交期拉长至4~6个月。公司原因： 1、据2026年6月17日公告，公司澄清网上传播的关于公司产品纳入英伟达供应链体系认证等信息均为不实信息，截至目前公司未与英伟达有过接触或业务合作；HVLP铜箔目前尚处于客户认证及市场拓展阶段，未形成批量生产，2026年第一季度HVLP铜箔营收约10.00万元。 2、据2026年6月1日及5月13日公告，公司覆铜板产品主要为FR-4等常规产品，未有高速覆铜板M7和M9产品销售；铜箔产品主要为普通铜箔，不能应用于AI服务器及算力领域。 3、据2026年4月3日投资者关系活动记录表及2025年年报，公司主营电子铜箔、覆铜板及黄金采选两大业务，2026年将继续深耕主业，推动高端产品市场拓展，黄金板块持续推进探矿增储。	1、公司预计2026年半年度净利润同比增长468.71%-559.71%，因“子公司金宝电子覆铜板及电子铜箔业务扭亏为盈，产品销量及销售价格持续上升”； 2、公司控股子公司金宝电子专业从事电子铜箔、覆铜板设计、研发、生产及销售，是国内能提供设计至生产一体化全流程服务的少数企业之一；产品广泛应用于 5G 通讯、汽车电子等领域，其中电子铜箔有 HTE 箔、LP 箔等多种类型，覆铜板涵盖玻纤布基、复合基、铝基等，是 PCB 产业链中的重要供应商	2026-05-08\|27.65\|9.98\|26.19\|27.65\|25.68\|113905;2026-05-11\|30.42\|10.02\|30.33\|30.42\|27.81\|415362;2026-05-12\|33.46\|9.99\|31.62\|33.46\|30.30\|540779;2026-05-13\|34.81\|4.03\|33.30\|36.69\|33.28\|547056;2026-05-14\|33.85\|-2.76\|34.16\|35.44\|33.50\|425882;2026-05-15\|32.13\|-5.08\|33.68\|34.00\|31.84\|392054;2026-05-18\|35.34\|9.99\|32.45\|35.34\|32.45\|190853;2026-05-19\|38.87\|9.99\|38.39\|38.87\|37.89\|170311;2026-05-20\|37.40\|-3.78\|38.53\|40.09\|36.03\|493520;2026-05-21\|36.20\|-3.21\|36.72\|39.31\|35.68\|349968;2026-05-22\|39.82\|10.00\|36.92\|39.82\|36.45\|200956;2026-05-25\|43.80\|9.99\|43.50\|43.80\|41.02\|368798;2026-05-26\|48.18\|10.00\|44.61\|48.18\|42.50\|361253;2026-05-27\|50.53\|4.88\|48.00\|53.00\|46.00\|490110;2026-05-28\|55.58\|9.99\|48.79\|55.58\|48.79\|341833;2026-05-29\|57.70\|3.81\|54.80\|59.67\|54.00\|433759;2026-06-01\|57.93\|0.40\|51.93\|62.09\|51.93\|452856;2026-06-02\|60.78\|4.92\|57.78\|62.98\|57.00\|351932;2026-06-03\|59.47\|-2.16\|58.87\|61.00\|56.93\|295135;2026-06-04\|59.00\|-0.79\|59.74\|59.96\|58.38\|203024;2026-06-05\|58.32\|-1.15\|58.00\|61.58\|57.35\|208345;2026-06-08\|60.66\|4.01\|54.70\|62.98\|54.60\|289258;2026-06-09\|64.96\|7.09\|62.00\|66.68\|60.10\|334704;2026-06-10\|59.30\|-8.71\|58.58\|65.00\|58.57\|252248;2026-06-11\|53.37\|-10.00\|58.99\|59.30\|53.37\|198840;2026-06-12\|58.62\|9.84\|55.80\|58.71\|55.05\|144045;2026-06-15\|64.48\|10.00\|62.70\|64.48\|60.21\|66797;2026-06-16\|70.93\|10.00\|66.40\|70.93\|65.98\|41232;2026-06-17\|72.16\|1.73\|71.00\|76.99\|66.88\|224461;2026-06-18\|72.39\|0.32\|69.50\|74.48\|67.56\|174534;2026-06-22\|76.68\|5.93\|75.11\|78.98\|72.30\|186679;2026-06-23\|69.08\|-9.91\|76.67\|76.68\|69.01\|186932;2026-06-24\|75.99\|10.00\|68.82\|75.99\|66.68\|206596;2026-06-25\|72.72\|-4.30\|74.34\|78.00\|70.00\|216085;2026-06-26\|66.80\|-8.14\|70.55\|71.00\|66.00\|144536;2026-06-29\|60.12\|-10.00\|67.09\|68.15\|60.12\|129517;2026-06-30\|61.00\|1.46\|58.00\|62.79\|54.11\|178570;2026-07-01\|60.20\|-1.31\|59.00\|63.70\|58.89\|122861;2026-07-02\|61.26\|1.76\|57.01\|64.68\|55.66\|135177;2026-07-03\|65.38\|6.73\|62.29\|66.46\|62.29\|151311;2026-07-06\|58.84\|-10.00\|66.00\|68.88\|58.84\|140478;2026-07-07\|56.61\|-3.79\|58.13\|59.95\|54.09\|138195;2026-07-08\|58.67\|3.64\|58.00\|60.66\|54.41\|132682;2026-07-09\|64.54\|10.01\|60.57\|64.54\|60.57\|123387;2026-07-10\|60.34\|-6.51\|68.00\|70.99\|60.05\|345213;2026-07-13\|54.31\|-9.99\|59.14\|61.88\|54.31\|246763;2026-07-14\|58.20\|7.16\|53.64\|59.74\|50.91\|294834;2026-07-15\|55.66\|-4.36\|59.94\|60.50\|54.28\|192735;2026-07-16\|54.25\|-2.53\|53.71\|57.19\|52.50\|163006;2026-07-17\|48.83\|-9.99\|53.34\|53.88\|48.83\|153703;2026-07-20\|43.95\|-9.99\|49.93\|50.10\|43.95\|115188;2026-07-21\|44.20\|0.57\|42.40\|45.26\|39.56\|251753;2026-07-22\|41.05\|-7.13\|43.68\|44.53\|40.30\|245242;2026-07-23\|39.90\|-2.80\|41.78\|42.90\|39.27\|197470;2026-07-24\|37.54\|-5.91\|38.84\|40.09\|37.24\|155056;2026-07-27\|39.66\|5.65\|37.85\|39.80\|36.71\|210601;2026-07-28\|36.55\|-7.84\|38.88\|39.44\|36.00\|142428;2026-07-29\|35.21\|-3.67\|36.50\|36.95\|33.58\|146939;2026-07-30\|31.86\|-9.51\|35.23\|36.03\|31.69\|199279;2026-07-31\|35.05\|10.01\|35.05\|35.05\|33.33\|99118;2026-08-03\|32.51\|-7.25\|34.99\|35.03\|32.17\|246765;2026-08-04\|35.76\|10.00\|33.85\|35.76\|32.18\|142353;2026-08-05\|39.34\|10.01\|37.54\|39.34\|36.09\|187920;2026-08-06\|43.27\|9.99\|40.81\|43.27\|40.81\|177286;2026-08-07\|47.60\|10.01\|47.00\|47.60\|47.00\|44482;2026-08-10\|52.36\|10.00\|52.36\|52.36\|50.53\|237859;2026-08-11\|54.61\|4.30\|53.01\|57.60\|53.01\|553829;2026-08-12\|60.07\|10.00\|54.63\|60.07\|53.49\|364254;2026-08-13\|58.66\|-2.35\|62.00\|62.77\|57.60\|501672;2026-08-14\|60.65\|3.39\|59.59\|60.80\|57.30\|423843;2026-08-17\|62.00\|2.23\|59.79\|62.00\|58.01\|394214;2026-08-18\|57.60\|-7.10\|61.45\|62.35\|56.55\|387243;2026-08-19\|51.85\|-9.98\|55.73\|60.19\|51.84\|425243;2026-08-20\|57.04\|10.01\|53.28\|57.04\|50.02\|385100;2026-08-21\|55.14\|-3.33\|57.00\|57.04\|52.50\|384805;2026-08-24\|57.85\|4.91\|57.83\|58.50\|52.50\|422517;2026-08-25\|55.60\|-3.89\|55.99\|58.45\|53.36\|385390;2026-08-26\|51.90\|-6.65\|54.42\|55.00\|50.92\|349618;2026-08-27\|56.00\|7.90\|52.31\|57.09\|50.23\|518809;2026-08-28\|53.19\|-5.02\|55.76\|56.60\|53.10\|389712;2026-08-31\|52.83\|-0.68\|51.80\|54.42\|51.26\|278678;2026-09-01\|50.05\|-5.26\|53.00\|53.00\|49.10\|263243;2026-09-02\|47.92\|-4.26\|48.96\|49.16\|47.08\|221305;2026-09-03\|47.95\|0.06\|48.65\|48.84\|46.61\|166398;2026-09-04\|45.96\|-4.15\|48.40\|49.77\|45.48\|190619;2026-09-07\|48.01\|4.46\|47.00\|48.87\|46.00\|219288;2026-09-08\|47.47\|-1.12\|47.92\|48.85\|46.30\|190682;2026-09-09\|47.52\|0.11\|48.02\|49.52\|47.08\|231831;2026-09-10\|50.35\|5.96\|46.51\|52.27\|46.51\|479496;2026-09-11\|50.00\|-0.70\|48.50\|51.20\|46.20\|481398
119831	AI服务器订单持续释放	PCB涨价+Mini/MicroLED+一季报增长行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据人民财讯2026年6月15日报道，受原材料覆铜板价格持续大幅上涨影响，木林森全资子公司新余木林森电子有限公司决定自2026年6月12日起，对全线PCB产品价格上调20%。 2、据2026年5月19日投资者关系活动记录表，公司MiniLED已实现规模化量产并批量供货，MicroLED完成技术平台搭建，未来重点发展Mini/MicroLED、光通信与光互连等创新产业。 3、据2026年4月28日公告，公司2026年一季报实现营收47.20亿元，同比增长21.45%；实现归母净利润4.19亿元，同比增长193.26%。	子公司对全线PCB产品价格上调20%	2026-05-08\|9.80\|-0.51\|9.77\|9.90\|9.65\|419610;2026-05-11\|9.60\|-2.04\|9.88\|9.99\|9.46\|866810;2026-05-12\|9.53\|-0.73\|9.56\|9.60\|9.43\|494010;2026-05-13\|10.00\|4.93\|9.45\|10.03\|9.40\|782362;2026-05-14\|10.06\|0.60\|9.94\|10.20\|9.88\|683455;2026-05-15\|9.68\|-3.78\|10.05\|10.17\|9.58\|543584;2026-05-18\|9.65\|-0.31\|9.60\|9.82\|9.47\|337464;2026-05-19\|9.72\|0.73\|9.59\|9.75\|9.48\|327954;2026-05-20\|10.11\|4.01\|9.66\|10.14\|9.60\|642330;2026-05-21\|9.68\|-4.25\|10.31\|10.61\|9.65\|719931;2026-05-22\|9.84\|1.65\|9.75\|10.07\|9.55\|544956;2026-05-25\|10.82\|9.96\|9.91\|10.82\|9.85\|1141713;2026-05-26\|10.46\|-3.33\|11.05\|11.06\|10.27\|1166014;2026-05-27\|11.00\|5.16\|10.75\|11.20\|10.67\|1397101;2026-05-28\|10.90\|-0.91\|10.91\|11.18\|10.81\|889230;2026-05-29\|10.39\|-4.68\|10.90\|10.98\|10.28\|833406;2026-06-01\|10.05\|-3.27\|10.29\|10.47\|10.03\|640749;2026-06-02\|10.26\|2.09\|10.04\|10.48\|10.01\|627013;2026-06-03\|10.31\|0.49\|10.25\|10.86\|10.22\|653832;2026-06-04\|10.30\|-0.10\|10.16\|10.60\|10.12\|634562;2026-06-05\|10.06\|-2.33\|10.17\|10.47\|9.60\|727923;2026-06-08\|9.71\|-3.48\|9.75\|10.10\|9.56\|610231;2026-06-09\|9.68\|-0.31\|9.85\|9.95\|9.55\|542954;2026-06-10\|9.51\|-1.76\|9.51\|9.85\|9.36\|510831;2026-06-11\|9.23\|-2.94\|9.41\|9.54\|9.14\|461231;2026-06-12\|9.32\|0.98\|9.51\|9.80\|9.18\|642214;2026-06-15\|10.25\|9.98\|9.50\|10.25\|9.38\|956926;2026-06-16\|10.63\|3.71\|10.25\|10.82\|10.21\|1256396;2026-06-17\|11.43\|7.53\|10.59\|11.52\|10.50\|1342368;2026-06-18\|11.33\|-0.87\|11.49\|11.83\|11.23\|1059761;2026-06-22\|11.66\|2.91\|11.46\|12.10\|11.38\|1105514;2026-06-23\|11.42\|-2.06\|11.65\|11.65\|11.14\|760058;2026-06-24\|12.04\|5.43\|11.31\|12.15\|11.21\|1044286;2026-06-25\|12.67\|5.23\|12.19\|13.11\|12.06\|1311079;2026-06-26\|12.78\|0.87\|12.55\|13.15\|12.38\|1243119;2026-06-29\|11.83\|-7.43\|12.45\|12.79\|11.53\|1307214;2026-06-30\|12.55\|6.09\|11.95\|12.68\|11.90\|1020816;2026-07-01\|12.45\|-0.80\|12.55\|12.92\|12.26\|910775;2026-07-02\|11.90\|-4.42\|12.00\|12.39\|11.74\|806526;2026-07-03\|11.96\|0.50\|11.90\|12.39\|11.30\|922906;2026-07-06\|11.63\|-2.76\|12.13\|12.23\|11.35\|682990;2026-07-07\|12.15\|4.47\|11.52\|12.52\|11.41\|1148978;2026-07-08\|11.56\|-4.86\|12.23\|12.36\|11.37\|932574;2026-07-09\|12.72\|10.03\|12.10\|12.72\|12.03\|490737;2026-07-10\|12.84\|0.94\|13.66\|13.98\|12.76\|1883254;2026-07-13\|11.56\|-9.97\|12.45\|13.28\|11.56\|1246435;2026-07-14\|12.28\|6.23\|11.31\|12.34\|10.95\|1284672;2026-07-15\|11.95\|-2.69\|12.45\|12.65\|11.45\|1071455;2026-07-16\|11.65\|-2.51\|11.67\|12.24\|11.43\|1021727;2026-07-17\|10.59\|-9.10\|11.47\|11.79\|10.55\|1079872;2026-07-20\|9.93\|-6.23\|10.85\|10.92\|9.63\|1010114;2026-07-21\|10.92\|9.97\|10.10\|10.92\|9.85\|907513;2026-07-22\|10.95\|0.27\|10.93\|11.48\|10.92\|1092242;2026-07-23\|10.66\|-2.65\|11.17\|11.17\|10.52\|623459;2026-07-24\|10.55\|-1.03\|10.45\|10.87\|10.37\|504785;2026-07-27\|10.97\|3.98\|10.48\|11.05\|10.21\|594164;2026-07-28\|10.63\|-3.10\|10.69\|11.23\|10.60\|649723;2026-07-29\|10.55\|-0.75\|10.67\|10.71\|10.15\|689322;2026-07-30\|10.11\|-4.17\|10.52\|10.78\|10.01\|602025;2026-07-31\|10.18\|0.69\|10.60\|10.74\|10.13\|713235;2026-08-03\|9.88\|-2.95\|10.01\|10.08\|9.81\|518238;2026-08-04\|10.15\|2.73\|9.95\|10.22\|9.90\|445412;2026-08-05\|10.69\|5.32\|9.99\|10.94\|9.94\|855058;2026-08-06\|10.98\|2.71\|10.55\|11.03\|10.48\|694740;2026-08-07\|11.43\|4.10\|10.97\|11.48\|10.90\|743190;2026-08-10\|11.17\|-2.27\|11.49\|11.52\|10.98\|583235;2026-08-11\|11.13\|-0.36\|11.10\|11.42\|11.09\|428694;2026-08-12\|11.66\|4.76\|11.15\|11.84\|11.14\|767624;2026-08-13\|11.66\|0.00\|11.94\|12.34\|11.66\|876755;2026-08-14\|11.75\|0.77\|11.89\|11.92\|11.51\|495498;2026-08-17\|11.92\|1.45\|11.89\|11.95\|11.63\|480669;2026-08-18\|11.77\|-1.26\|11.85\|12.03\|11.60\|449677;2026-08-19\|11.09\|-5.78\|11.49\|11.87\|11.02\|601114;2026-08-20\|11.05\|-0.36\|11.24\|11.29\|10.94\|411146;2026-08-21\|11.36\|2.81\|10.95\|11.48\|10.81\|530866;2026-08-24\|11.25\|-0.97\|11.36\|11.51\|11.00\|486795;2026-08-25\|11.20\|-0.44\|11.06\|11.25\|10.87\|343011;2026-08-26\|11.10\|-0.89\|11.20\|11.25\|10.98\|314932;2026-08-27\|11.96\|7.75\|11.18\|12.01\|11.11\|741284;2026-08-28\|11.65\|-2.59\|11.80\|11.97\|11.64\|647382;2026-08-31\|11.88\|1.97\|11.48\|11.98\|11.38\|522864;2026-09-01\|11.49\|-3.28\|11.88\|11.88\|11.40\|511598;2026-09-02\|11.03\|-4.00\|11.28\|11.30\|10.90\|500934;2026-09-03\|11.14\|1.00\|11.10\|11.22\|10.78\|466907;2026-09-04\|10.76\|-3.41\|11.19\|11.42\|10.66\|588674;2026-09-07\|11.19\|4.00\|10.91\|11.21\|10.80\|528913;2026-09-08\|11.00\|-1.70\|11.21\|11.30\|10.97\|395485;2026-09-09\|11.30\|2.73\|11.05\|11.44\|11.00\|515711;2026-09-10\|11.09\|-1.86\|11.29\|11.38\|11.03\|328286;2026-09-11\|11.14\|0.45\|10.92\|11.15\|10.66\|484331
119830	AI服务器订单持续释放	AI服务器PCB+IC载板+珠海产能释放行业原因： 1、数据显示，英伟达新一代AI机柜中PCB单机价值量同比暴涨233%，增幅在非内存组件中位列第一。 2、据央视财经报道，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系活动记录表，公司服务器相关订单呈现快速增长态势，已与中兴、新华三、云尖、浪潮等头部客户在AI服务器领域保持良好合作。 2、据2026年6月9日互动易，控股子公司普诺威端侧功能性IC载板项目面向PC等端侧设备领域，总投资10亿元；据2025年年度报告，公司IC载板等高端产品合计收入占比已超60%。 3、据2025年年度报告，珠海二厂已新增高多层板月产能12万平方米，有效缓解服务器、通信领域产能瓶颈，珠海三厂及泰国工厂同步推进。 4、据2026年5月8日投资者关系活动记录表，公司2026年一季度营收同比增长近20%，转型AI算力、服务器赛道战略已初步验证执行力。	公司是全球领先的小批量PCB企业，供给工业控制领域客户的PCB产品有应用于智能家居、人形机器人、工业机器人等方面	2026-05-08\|15.50\|0.45\|15.40\|15.65\|15.24\|394135;2026-05-11\|16.18\|4.39\|15.65\|16.52\|15.53\|697818;2026-05-12\|16.16\|-0.12\|16.18\|16.34\|16.01\|433783;2026-05-13\|16.86\|4.33\|16.01\|17.06\|15.91\|673383;2026-05-14\|16.13\|-4.33\|16.85\|16.85\|16.11\|484261;2026-05-15\|15.63\|-3.10\|16.25\|16.45\|15.41\|434204;2026-05-18\|15.76\|0.83\|15.52\|16.02\|15.22\|366718;2026-05-19\|15.72\|-0.25\|15.63\|15.91\|15.23\|320560;2026-05-20\|15.49\|-1.46\|15.60\|15.77\|15.30\|275662;2026-05-21\|15.01\|-3.10\|15.60\|16.18\|14.99\|499463;2026-05-22\|16.32\|8.73\|15.31\|16.50\|15.23\|742884;2026-05-25\|16.95\|3.86\|16.55\|16.99\|16.33\|729538;2026-05-26\|17.08\|0.77\|16.95\|17.38\|16.60\|776796;2026-05-27\|16.77\|-1.81\|17.00\|17.28\|16.43\|566432;2026-05-28\|17.18\|2.44\|16.70\|17.21\|16.45\|748206;2026-05-29\|16.50\|-3.23\|17.01\|17.57\|16.30\|907844;2026-06-01\|16.58\|0.48\|16.55\|17.28\|16.46\|852730;2026-06-02\|16.49\|-0.54\|16.41\|17.14\|16.34\|795312;2026-06-03\|16.99\|3.03\|16.60\|17.49\|16.16\|1081556;2026-06-04\|17.81\|4.83\|16.60\|18.00\|16.55\|1387448;2026-06-05\|17.77\|-0.22\|17.64\|18.49\|17.12\|1404159;2026-06-08\|17.20\|-3.21\|16.30\|18.09\|16.30\|970834;2026-06-09\|18.26\|6.16\|17.60\|18.37\|17.35\|1083042;2026-06-10\|17.49\|-4.22\|17.90\|18.48\|17.07\|849988;2026-06-11\|17.73\|1.37\|17.04\|18.18\|16.61\|895214;2026-06-12\|17.15\|-3.27\|18.00\|18.83\|16.95\|1027366;2026-06-15\|18.87\|10.03\|17.05\|18.87\|17.05\|670306;2026-06-16\|19.35\|2.54\|19.06\|19.63\|18.85\|1435190;2026-06-17\|20.14\|4.08\|19.22\|20.70\|19.06\|1253850;2026-06-18\|19.72\|-2.09\|19.60\|19.99\|19.37\|863824;2026-06-22\|19.46\|-1.32\|20.20\|20.35\|18.96\|928980;2026-06-23\|17.78\|-8.63\|19.12\|19.27\|17.51\|975004;2026-06-24\|18.01\|1.29\|17.44\|18.15\|17.40\|634328;2026-06-25\|18.73\|4.00\|18.20\|18.75\|17.37\|765560;2026-06-26\|17.68\|-5.61\|18.33\|18.45\|17.40\|610579;2026-06-29\|15.91\|-10.01\|17.54\|17.75\|15.91\|743518;2026-06-30\|16.59\|4.27\|15.85\|16.70\|15.09\|595844;2026-07-01\|16.12\|-2.83\|16.58\|16.81\|15.70\|584573;2026-07-02\|15.25\|-5.40\|15.58\|15.96\|15.11\|414434;2026-07-03\|14.87\|-2.49\|15.13\|15.40\|14.78\|434020;2026-07-06\|16.36\|10.02\|15.05\|16.36\|15.02\|778104;2026-07-07\|15.48\|-5.38\|16.09\|16.25\|15.31\|590474;2026-07-08\|15.59\|0.71\|15.51\|16.08\|15.03\|513214;2026-07-09\|17.15\|10.01\|15.63\|17.15\|15.63\|789616;2026-07-10\|18.08\|5.42\|17.70\|18.87\|17.68\|1751854;2026-07-13\|16.69\|-7.69\|17.91\|18.50\|16.56\|1155882;2026-07-14\|16.85\|0.96\|16.86\|17.30\|15.89\|842971;2026-07-15\|15.41\|-8.55\|17.17\|17.20\|15.18\|861972;2026-07-16\|15.24\|-1.10\|14.88\|16.37\|14.81\|777093;2026-07-17\|13.72\|-9.97\|15.05\|15.24\|13.72\|649437;2026-07-20\|12.35\|-9.99\|13.48\|13.71\|12.35\|522863;2026-07-21\|12.52\|1.38\|11.82\|12.56\|11.12\|825445;2026-07-22\|11.97\|-4.39\|12.10\|12.54\|11.90\|565842;2026-07-23\|12.12\|1.25\|12.03\|12.65\|11.84\|528323;2026-07-24\|11.65\|-3.88\|11.84\|12.05\|11.59\|325586;2026-07-27\|12.06\|3.52\|11.60\|12.06\|11.40\|366289;2026-07-28\|11.44\|-5.14\|11.79\|12.03\|11.37\|365353;2026-07-29\|11.39\|-0.44\|11.40\|11.50\|10.92\|382829;2026-07-30\|10.78\|-5.36\|11.22\|11.38\|10.70\|373116;2026-07-31\|11.15\|3.43\|11.40\|11.70\|11.15\|480075;2026-08-03\|11.37\|1.97\|11.09\|11.44\|11.03\|256798;2026-08-04\|11.91\|4.75\|11.49\|11.96\|11.43\|331740;2026-08-05\|12.31\|3.36\|11.81\|12.43\|11.75\|431967;2026-08-06\|12.44\|1.06\|12.17\|12.61\|12.04\|405949;2026-08-07\|13.08\|5.14\|12.44\|13.20\|12.36\|546846;2026-08-10\|12.87\|-1.61\|13.21\|13.27\|12.65\|377354;2026-08-11\|12.87\|0.00\|12.85\|13.06\|12.63\|260874;2026-08-12\|13.08\|1.63\|12.80\|13.14\|12.76\|239563;2026-08-13\|12.76\|-2.45\|13.23\|13.30\|12.76\|306948;2026-08-14\|13.03\|2.12\|12.94\|13.05\|12.76\|242252;2026-08-17\|13.54\|3.91\|13.02\|13.55\|12.99\|308142;2026-08-18\|14.43\|6.57\|13.50\|14.72\|13.39\|792079;2026-08-19\|13.14\|-8.94\|14.00\|14.10\|13.06\|514176;2026-08-20\|12.93\|-1.60\|13.50\|13.52\|12.83\|325967;2026-08-21\|13.82\|6.88\|12.85\|14.22\|12.83\|746810;2026-08-24\|13.36\|-3.33\|13.86\|13.90\|13.00\|491038;2026-08-25\|13.44\|0.60\|13.19\|13.50\|13.03\|285482;2026-08-26\|13.65\|1.56\|13.47\|13.78\|13.03\|354321;2026-08-27\|14.34\|5.05\|13.69\|14.48\|13.65\|456909;2026-08-28\|14.69\|2.44\|14.27\|15.05\|14.16\|491367;2026-08-31\|14.75\|0.41\|14.35\|14.94\|14.30\|391524;2026-09-01\|14.50\|-1.69\|14.71\|14.71\|14.26\|314703;2026-09-02\|14.48\|-0.14\|14.34\|14.62\|14.23\|277793;2026-09-03\|14.69\|1.45\|14.62\|14.87\|14.23\|298623;2026-09-04\|14.55\|-0.95\|14.73\|14.98\|14.40\|284624;2026-09-07\|16.01\|10.03\|14.84\|16.01\|14.69\|854007;2026-09-08\|17.08\|6.68\|17.11\|17.61\|16.95\|1985611;2026-09-09\|18.06\|5.74\|17.67\|18.63\|17.17\|1343043;2026-09-10\|18.25\|1.05\|18.00\|18.62\|17.49\|1015096;2026-09-11\|20.08\|10.03\|18.09\|20.08\|17.88\|1046646
119829	长鑫科技7月16日启动申购	涨停揭秘：华大九天4月27日涨停，受全球AI芯片设计高景气及国产替代加速催化，EDA工具在高性能计算与HBM配套设计中战略地位凸显；涨停缘由：公司为国内唯一全流程EDA供应商，其模拟/数字全流程工具已支持7nm以下先进工艺，深度适配昇腾、寒武纪等AI芯片设计需求；英特尔等大厂业绩超预期强化全球算力基建投入预期；资金逻辑：主力资金单日净流入超8500万元，北向持仓连续三周增持，板块内机构一致预期上调2026年营收增速至38%+；风险提示：EDA行业研发投入强度高、客户认证周期长，短期盈利弹性受限；国际巨头技术壁垒仍存	国产EDA龙头，股东中电金投拟增持1%-2%股份	2026-05-08\|92.20\|-0.36\|92.00\|93.90\|91.09\|83592;2026-05-11\|94.42\|2.41\|93.25\|96.17\|92.85\|114338;2026-05-12\|95.80\|1.46\|94.00\|97.51\|92.78\|121402;2026-05-13\|95.97\|0.18\|95.00\|96.34\|93.11\|92760;2026-05-14\|94.27\|-1.77\|96.95\|98.23\|94.27\|107682;2026-05-15\|95.67\|1.49\|94.65\|98.28\|92.72\|111454;2026-05-18\|94.54\|-1.18\|94.92\|96.90\|93.66\|78642;2026-05-19\|95.08\|0.57\|94.34\|95.28\|92.24\|82546;2026-05-20\|103.39\|8.74\|95.08\|103.50\|95.07\|183510;2026-05-21\|97.22\|-5.97\|101.78\|106.69\|96.80\|198180;2026-05-22\|108.69\|11.80\|97.25\|108.88\|96.68\|279314;2026-05-25\|125.04\|15.04\|107.00\|130.43\|106.00\|518198;2026-05-26\|135.00\|7.97\|130.53\|137.56\|126.00\|657484;2026-05-27\|127.42\|-5.61\|130.00\|132.30\|125.00\|399483;2026-05-28\|128.58\|0.91\|124.07\|129.60\|119.19\|324536;2026-05-29\|114.50\|-10.95\|125.10\|125.47\|111.11\|327292;2026-06-01\|105.75\|-7.52\|112.11\|113.32\|105.43\|220752;2026-06-02\|105.30\|-0.43\|107.00\|109.15\|104.68\|201801;2026-06-03\|105.83\|0.50\|105.00\|110.90\|105.00\|213626;2026-06-04\|103.63\|-2.08\|103.13\|107.37\|101.95\|179238;2026-06-05\|98.73\|-4.73\|102.99\|103.81\|98.10\|208231;2026-06-08\|95.15\|-3.63\|94.01\|98.23\|93.50\|152627;2026-06-09\|99.50\|4.57\|96.65\|100.78\|94.82\|163557;2026-06-10\|96.87\|-2.64\|98.49\|99.90\|96.10\|114967;2026-06-11\|96.45\|-0.43\|95.80\|98.49\|95.10\|106845;2026-06-12\|94.57\|-1.95\|99.50\|99.91\|94.10\|146189;2026-06-15\|101.65\|7.49\|96.05\|101.75\|94.52\|159210;2026-06-16\|99.61\|-2.01\|101.07\|101.14\|98.26\|131228;2026-06-17\|105.01\|5.42\|98.00\|105.29\|97.40\|175178;2026-06-18\|104.00\|-0.96\|104.00\|105.00\|102.90\|133629;2026-06-22\|101.71\|-2.20\|105.40\|106.18\|99.11\|157938;2026-06-23\|101.30\|-0.40\|100.95\|105.43\|99.23\|127858;2026-06-24\|107.85\|6.47\|99.98\|109.07\|97.50\|201968;2026-06-25\|110.10\|2.09\|109.70\|110.75\|104.30\|202445;2026-06-26\|113.76\|3.32\|110.00\|117.99\|103.51\|255556;2026-06-29\|114.26\|0.44\|111.11\|118.15\|108.22\|241573;2026-06-30\|119.42\|4.52\|113.45\|120.00\|110.05\|236615;2026-07-01\|118.78\|-0.54\|117.33\|123.51\|116.00\|240146;2026-07-02\|108.10\|-8.99\|114.19\|116.09\|107.83\|186142;2026-07-03\|102.77\|-4.93\|108.48\|109.50\|102.61\|177103;2026-07-06\|117.21\|14.05\|109.40\|123.30\|108.80\|336858;2026-07-07\|119.39\|1.86\|113.50\|121.50\|113.46\|235441;2026-07-08\|117.18\|-1.85\|118.15\|120.58\|109.50\|233682;2026-07-09\|123.41\|5.32\|119.00\|124.39\|114.44\|305718;2026-07-10\|112.40\|-8.92\|122.56\|124.06\|112.40\|283606;2026-07-13\|119.83\|6.61\|111.18\|127.96\|110.73\|286200;2026-07-14\|116.79\|-2.54\|119.00\|121.90\|113.00\|201038;2026-07-15\|110.13\|-5.70\|116.00\|116.66\|107.98\|162590;2026-07-16\|106.21\|-3.56\|106.04\|112.63\|104.95\|135407;2026-07-17\|97.50\|-8.20\|106.29\|108.50\|97.00\|154466;2026-07-20\|93.72\|-3.88\|100.00\|100.79\|90.97\|154432;2026-07-21\|99.89\|6.58\|95.13\|100.70\|93.61\|139164;2026-07-22\|98.13\|-1.76\|98.60\|101.98\|97.65\|110393;2026-07-23\|93.06\|-5.17\|97.80\|98.60\|92.78\|109254;2026-07-24\|91.45\|-1.73\|91.23\|94.33\|90.99\|65634;2026-07-27\|92.22\|0.84\|90.90\|92.85\|88.38\|62814;2026-07-28\|89.40\|-3.06\|90.61\|92.45\|89.00\|71000;2026-07-29\|90.00\|0.67\|90.44\|90.44\|86.00\|76739;2026-07-30\|85.49\|-5.01\|89.01\|89.80\|85.18\|81971;2026-07-31\|87.40\|2.23\|92.00\|92.00\|87.39\|89612;2026-08-03\|87.05\|-0.40\|86.98\|87.99\|85.71\|69531;2026-08-04\|89.81\|3.17\|89.10\|90.18\|88.20\|70835;2026-08-05\|92.85\|3.38\|89.81\|93.90\|89.01\|100776;2026-08-06\|94.40\|1.67\|91.34\|94.86\|91.05\|94209;2026-08-07\|94.69\|0.31\|93.39\|95.99\|92.81\|90987;2026-08-10\|93.13\|-1.65\|95.00\|95.00\|92.50\|60728;2026-08-11\|97.96\|5.19\|93.00\|100.00\|92.60\|124612;2026-08-12\|98.35\|0.40\|98.80\|100.88\|97.60\|68671;2026-08-13\|95.74\|-2.65\|99.60\|99.60\|95.70\|83258;2026-08-14\|95.90\|0.17\|96.99\|97.50\|94.22\|57651;2026-08-17\|99.17\|3.41\|95.90\|99.39\|95.02\|87086;2026-08-18\|101.72\|2.57\|98.23\|103.30\|97.15\|96952;2026-08-19\|97.01\|-4.63\|99.70\|100.37\|96.45\|87712;2026-08-20\|94.64\|-2.44\|97.90\|97.97\|94.27\|62956;2026-08-21\|95.20\|0.59\|94.99\|96.69\|94.32\|50799;2026-08-24\|91.25\|-4.15\|95.12\|95.19\|90.07\|58714;2026-08-25\|92.40\|1.26\|90.33\|92.86\|89.01\|45570;2026-08-26\|94.30\|2.06\|92.35\|95.05\|92.08\|50762;2026-08-27\|96.62\|2.46\|94.47\|97.11\|93.73\|63159;2026-08-28\|96.10\|-0.54\|96.62\|100.60\|96.02\|83294;2026-08-31\|99.71\|3.76\|94.76\|100.78\|94.60\|92926;2026-09-01\|97.61\|-2.11\|100.02\|101.50\|97.51\|49860;2026-09-02\|94.09\|-3.61\|96.70\|96.80\|94.04\|52031;2026-09-03\|92.47\|-1.72\|95.00\|95.10\|92.00\|42411;2026-09-04\|89.70\|-3.00\|92.75\|93.49\|88.88\|67775;2026-09-07\|93.28\|3.99\|92.88\|93.98\|90.78\|74501;2026-09-08\|90.36\|-3.13\|93.28\|94.87\|90.12\|70347;2026-09-09\|89.50\|-0.95\|90.11\|90.90\|89.02\|41445;2026-09-10\|89.01\|-0.55\|89.00\|90.10\|88.60\|27464;2026-09-11\|86.52\|-2.80\|88.28\|88.35\|85.85\|51822
119828	长鑫科技7月16日启动申购	“CPU+DCU”+AI算力+一季报高增行业原因： 1、科创50指数早盘涨超7%，存储、CPU领涨，海光、澜起、佰维、龙芯涨超10%。 2、五一假期期间，SK海力士市值首破1000万亿韩元并带动美光、闪迪等全球存储龙头集体创新高。AI Agent催生CPU需求激增，英特尔、AMD齐创历史新高。公司原因： 1、英特尔、AMD大涨验证CPU需求。据2026年4月21日互动易，公司坚持 “CPU+DCU” 双芯战略，公司与字节跳动等互联网企业在算力产品适配、场景化应用等方面开展合作。DCU方面，公司发布自研软件栈的最新升级并宣布全面开放，为超节点及分布式训练、推理提供软硬件耦合支撑。 2、DeepSeek全新系列模型DeepSeek-V4的预览版本正式上线。据2026年4月21日互动易，在AI算力领域，海光已打造出全栈软硬件协同体系，并与DeepSeek、Qwen 3、ChatGPT、混元、智谱等365款主流大模型完成全面适配与联合精调，覆盖全球99%非闭源大模型。 3、据2026年4月8日一季报，公司营收40.34亿元、归母净利润6.87亿元，分别同比增长68.06%、35.82%，在AI算力爆发与数字基建升级的双重驱动下，市场需求持续增长。	国产CPU、GPU龙头，国内稀缺的DCU设计厂商	2026-05-08\|323.28\|-5.36\|333.88\|338.56\|320.01\|499706;2026-05-11\|349.18\|8.01\|340.50\|350.00\|332.97\|545024;2026-05-12\|349.19\|0.00\|343.00\|358.80\|338.45\|433437;2026-05-13\|348.19\|-0.29\|335.00\|350.33\|328.28\|417584;2026-05-14\|325.20\|-6.60\|348.38\|353.68\|325.00\|422916;2026-05-15\|303.01\|-6.82\|320.00\|325.00\|300.18\|576723;2026-05-18\|303.63\|0.20\|303.00\|314.50\|300.00\|354746;2026-05-19\|312.02\|2.76\|303.48\|312.04\|291.58\|431284;2026-05-20\|316.74\|1.51\|307.00\|324.57\|306.72\|422755;2026-05-21\|307.00\|-3.08\|333.30\|339.90\|306.00\|515927;2026-05-22\|312.40\|1.76\|311.10\|315.34\|301.18\|370606;2026-05-25\|329.68\|5.53\|312.40\|330.88\|302.18\|516933;2026-05-26\|341.16\|3.48\|323.00\|345.00\|316.10\|531519;2026-05-27\|316.79\|-7.14\|343.00\|343.00\|316.66\|465666;2026-05-28\|314.36\|-0.77\|311.13\|318.98\|306.11\|364211;2026-05-29\|293.90\|-6.51\|319.80\|322.56\|290.89\|426873;2026-06-01\|275.36\|-6.31\|299.77\|300.19\|275.00\|401188;2026-06-02\|283.49\|2.95\|278.99\|288.80\|274.06\|282597;2026-06-03\|285.94\|0.86\|283.00\|298.00\|281.39\|374177;2026-06-04\|285.79\|-0.05\|283.00\|289.55\|280.08\|251783;2026-06-05\|274.06\|-4.10\|280.00\|283.62\|272.92\|332207;2026-06-08\|259.70\|-5.24\|260.49\|267.50\|255.84\|316182;2026-06-09\|268.18\|3.27\|267.00\|269.49\|259.51\|312978;2026-06-10\|284.80\|6.20\|285.00\|305.80\|281.66\|646831;2026-06-11\|289.84\|1.77\|282.38\|293.11\|279.00\|406339;2026-06-12\|280.00\|-3.40\|299.82\|299.84\|280.00\|493203;2026-06-15\|299.32\|6.90\|288.00\|300.00\|282.01\|370397;2026-06-16\|294.31\|-1.67\|299.00\|299.00\|291.20\|280192;2026-06-17\|308.22\|4.73\|288.00\|309.75\|285.10\|432310;2026-06-18\|328.00\|6.42\|310.00\|336.18\|308.88\|537867;2026-06-22\|327.30\|-0.21\|330.00\|334.80\|316.67\|434214;2026-06-23\|317.00\|-3.10\|324.00\|333.33\|312.72\|347903;2026-06-24\|337.10\|6.34\|314.00\|342.00\|310.01\|458832;2026-06-25\|360.28\|6.88\|339.00\|369.00\|338.00\|604463;2026-06-26\|344.90\|-4.27\|355.00\|358.00\|337.93\|397707;2026-06-29\|354.84\|2.88\|347.99\|363.80\|339.80\|464566;2026-06-30\|370.30\|4.36\|360.20\|377.79\|354.24\|414944;2026-07-01\|349.90\|-5.51\|368.00\|377.88\|346.30\|409651;2026-07-02\|322.29\|-7.89\|336.60\|348.60\|320.76\|398047;2026-07-03\|325.40\|0.96\|327.00\|337.39\|317.03\|290854;2026-07-06\|339.00\|4.18\|340.00\|353.53\|327.80\|364946;2026-07-07\|342.60\|1.06\|334.00\|354.33\|328.58\|305987;2026-07-08\|343.00\|0.12\|349.00\|359.04\|342.01\|302958;2026-07-09\|363.46\|5.96\|346.21\|363.85\|335.50\|427545;2026-07-10\|353.00\|-2.88\|366.00\|395.17\|352.51\|513424;2026-07-13\|345.00\|-2.27\|347.00\|370.30\|339.10\|364029;2026-07-14\|340.85\|-1.20\|347.90\|351.01\|319.09\|399880;2026-07-15\|324.11\|-4.91\|346.00\|347.50\|320.51\|268558;2026-07-16\|320.40\|-1.14\|319.78\|337.50\|315.00\|279963;2026-07-17\|304.88\|-4.84\|317.00\|323.62\|298.00\|357902;2026-07-20\|320.12\|5.00\|311.00\|320.99\|299.92\|364943;2026-07-21\|344.53\|7.63\|326.20\|344.53\|306.23\|416793;2026-07-22\|331.60\|-3.75\|338.00\|349.00\|324.69\|328879;2026-07-23\|312.00\|-5.91\|334.82\|335.35\|310.18\|256534;2026-07-24\|314.28\|0.73\|311.00\|319.36\|303.00\|198105;2026-07-27\|313.59\|-0.22\|315.93\|315.93\|301.10\|211023;2026-07-28\|298.28\|-4.88\|307.99\|314.80\|293.15\|251172;2026-07-29\|284.00\|-4.79\|303.94\|304.80\|273.55\|305065;2026-07-30\|273.42\|-3.73\|284.58\|288.00\|265.05\|292423;2026-07-31\|277.00\|1.31\|292.00\|294.00\|277.00\|294871;2026-08-03\|261.00\|-5.78\|277.00\|277.90\|259.40\|241351;2026-08-04\|275.35\|5.50\|263.99\|277.80\|259.50\|218248;2026-08-05\|288.85\|4.90\|280.00\|293.48\|277.00\|265616;2026-08-06\|291.05\|0.76\|283.32\|294.80\|282.32\|162588;2026-08-07\|295.75\|1.61\|291.03\|298.76\|288.55\|193139;2026-08-10\|290.44\|-1.80\|295.70\|295.74\|285.73\|170518;2026-08-11\|287.01\|-1.18\|285.79\|292.77\|285.51\|122357;2026-08-12\|287.66\|0.23\|289.05\|290.50\|283.59\|133994;2026-08-13\|286.00\|-0.58\|293.30\|296.99\|285.36\|186107;2026-08-14\|280.99\|-1.75\|289.97\|289.97\|276.60\|190316;2026-08-17\|288.80\|2.78\|281.00\|288.80\|279.33\|233567;2026-08-18\|280.08\|-3.02\|287.94\|288.00\|273.00\|269220;2026-08-19\|259.74\|-7.26\|273.05\|273.46\|256.11\|285990;2026-08-20\|246.33\|-5.16\|261.99\|262.02\|244.16\|308842;2026-08-21\|246.21\|-0.05\|245.00\|249.32\|242.22\|214408;2026-08-24\|230.81\|-6.25\|246.00\|246.00\|227.07\|295050;2026-08-25\|232.06\|0.54\|226.98\|234.59\|225.75\|182566;2026-08-26\|230.96\|-0.47\|232.00\|233.48\|228.20\|198812;2026-08-27\|245.97\|6.50\|240.00\|249.67\|240.00\|312713;2026-08-28\|245.49\|-0.20\|244.10\|254.80\|244.00\|228614;2026-08-31\|253.90\|3.43\|239.50\|254.05\|238.33\|187456;2026-09-01\|250.43\|-1.37\|252.25\|256.60\|248.51\|149575;2026-09-02\|247.21\|-1.29\|247.39\|249.85\|243.60\|139569;2026-09-03\|246.20\|-0.41\|250.01\|250.66\|244.18\|103568;2026-09-04\|243.67\|-1.03\|249.00\|251.38\|241.49\|135030;2026-09-07\|242.71\|-0.39\|246.00\|246.94\|234.06\|235448;2026-09-08\|236.90\|-2.39\|246.00\|247.99\|236.28\|179187;2026-09-09\|235.80\|-0.46\|242.00\|246.88\|234.32\|166308;2026-09-10\|232.37\|-1.45\|232.00\|234.99\|230.66\|130787;2026-09-11\|230.89\|-0.64\|228.02\|231.50\|225.37\|190054
119827	长鑫科技7月16日启动申购	涨停揭秘：豪威集团因上半年存储涨价预期延续叠加AI视觉芯片在手机/汽车端加速渗透而涨停；涨停缘由：公司原因： 1、国内少数兼具芯片设计与强大分销能力的平台型企业，覆盖图像传感器、模拟芯片等多品类； 2、AI终端爆发带动高端CIS需求增长，车载摄像头升级推动车规级图像传感器出货提升； 3、存储涨价周期延续，分销业务库存周转与毛利水平同步改善；资金逻辑：资金博弈消费电子与汽车电子交叉赛道，叠加国产替代与AI硬件主题共振，主力资金连续两日净流入；风险提示：分销业务占比高，毛利率易受上游价格波动影响，自研芯片占比仍待提升	国内少数几家同时具有半导体产品研发设计和强大分销能力的企业集团之一	2026-05-08\|99.18\|-1.08\|99.31\|99.60\|98.31\|223177;2026-05-11\|101.38\|2.22\|100.08\|102.08\|99.86\|328006;2026-05-12\|103.31\|1.90\|102.00\|104.40\|100.51\|383570;2026-05-13\|103.51\|0.19\|101.68\|103.90\|99.60\|360494;2026-05-14\|100.50\|-2.91\|104.51\|104.54\|100.50\|303133;2026-05-15\|101.39\|0.89\|100.55\|104.70\|97.80\|416598;2026-05-18\|99.79\|-1.58\|100.90\|102.84\|99.02\|283300;2026-05-19\|102.62\|2.84\|99.80\|102.89\|97.19\|349636;2026-05-20\|101.30\|-1.29\|101.62\|102.20\|100.38\|232206;2026-05-21\|102.66\|1.34\|102.80\|108.43\|101.80\|641408;2026-05-22\|104.25\|1.55\|104.55\|104.60\|100.80\|394822;2026-05-25\|108.94\|4.50\|105.00\|109.09\|103.90\|529473;2026-05-26\|106.07\|-2.63\|108.94\|108.95\|104.34\|434464;2026-05-27\|104.96\|-1.05\|106.94\|108.41\|104.33\|370269;2026-05-28\|101.90\|-2.92\|103.75\|103.75\|100.05\|366533;2026-05-29\|95.00\|-6.77\|101.90\|102.39\|95.00\|374962;2026-06-01\|92.23\|-2.92\|94.88\|94.89\|92.20\|232757;2026-06-02\|92.65\|0.46\|92.02\|93.38\|90.97\|182220;2026-06-03\|100.91\|8.92\|92.42\|101.92\|92.36\|607468;2026-06-04\|98.86\|-1.93\|98.00\|101.90\|96.17\|405537;2026-06-05\|95.39\|-3.51\|97.50\|97.83\|95.35\|244431;2026-06-08\|92.02\|-3.53\|91.50\|93.35\|91.00\|227992;2026-06-09\|93.32\|1.41\|93.39\|93.59\|91.72\|172564;2026-06-10\|90.18\|-3.36\|92.00\|92.58\|89.63\|212469;2026-06-11\|85.17\|-5.56\|89.65\|90.00\|85.08\|280075;2026-06-12\|86.01\|0.99\|86.90\|87.25\|85.34\|214113;2026-06-15\|88.72\|3.15\|86.70\|88.72\|85.57\|188348;2026-06-16\|88.20\|-0.59\|88.00\|89.65\|87.72\|171211;2026-06-17\|90.12\|2.18\|87.64\|91.20\|87.31\|219753;2026-06-18\|89.97\|-0.17\|89.88\|91.36\|89.40\|191103;2026-06-22\|90.56\|0.66\|89.90\|90.88\|87.79\|226020;2026-06-23\|87.70\|-3.16\|89.80\|91.23\|87.51\|214375;2026-06-24\|90.30\|2.96\|86.75\|91.59\|86.38\|252677;2026-06-25\|89.71\|-0.65\|90.61\|92.43\|88.80\|237234;2026-06-26\|86.72\|-3.33\|88.70\|90.50\|86.50\|220992;2026-06-29\|88.30\|1.82\|86.00\|89.00\|84.63\|270557;2026-06-30\|94.85\|7.42\|88.20\|95.00\|87.51\|423416;2026-07-01\|97.11\|2.38\|95.80\|99.50\|94.50\|409150;2026-07-02\|101.27\|4.28\|94.45\|105.98\|92.50\|732519;2026-07-03\|102.30\|1.02\|100.18\|105.20\|98.80\|440216;2026-07-06\|97.00\|-5.18\|103.21\|103.70\|96.88\|349788;2026-07-07\|99.46\|2.54\|96.32\|102.80\|95.50\|346302;2026-07-08\|100.95\|1.50\|99.85\|103.48\|97.01\|341509;2026-07-09\|107.14\|6.13\|102.15\|107.75\|99.44\|474716;2026-07-10\|103.21\|-3.67\|105.94\|109.80\|103.20\|448600;2026-07-13\|102.49\|-0.70\|103.21\|107.53\|101.00\|347832;2026-07-14\|106.15\|3.57\|101.00\|106.52\|98.35\|399286;2026-07-15\|111.12\|4.68\|109.58\|112.30\|105.58\|655992;2026-07-16\|109.85\|-1.14\|108.08\|113.77\|108.00\|455227;2026-07-17\|104.12\|-5.22\|109.03\|112.48\|103.33\|480888;2026-07-20\|101.16\|-2.84\|106.00\|106.99\|97.99\|431610;2026-07-21\|102.42\|1.25\|104.00\|104.00\|98.24\|341276;2026-07-22\|101.98\|-0.43\|101.66\|106.64\|100.60\|304762;2026-07-23\|96.66\|-5.22\|103.50\|103.50\|96.08\|292032;2026-07-24\|96.90\|0.25\|95.30\|99.65\|95.08\|208590;2026-07-27\|95.31\|-1.64\|98.00\|98.58\|92.92\|199163;2026-07-28\|91.80\|-3.68\|93.98\|95.75\|90.63\|199059;2026-07-29\|91.69\|-0.12\|94.46\|94.46\|90.83\|188338;2026-07-30\|88.50\|-3.48\|91.67\|91.68\|86.86\|262063;2026-07-31\|88.70\|0.23\|90.50\|91.87\|88.70\|263396;2026-08-03\|88.22\|-0.54\|87.66\|89.22\|87.02\|161641;2026-08-04\|87.95\|-0.31\|88.68\|88.88\|87.01\|229979;2026-08-05\|90.83\|3.27\|88.80\|91.69\|88.13\|283238;2026-08-06\|89.65\|-1.30\|89.81\|90.25\|88.44\|248381;2026-08-07\|89.76\|0.12\|89.49\|90.15\|88.41\|175050;2026-08-10\|89.14\|-0.69\|90.09\|90.10\|88.08\|165863;2026-08-11\|93.26\|4.62\|89.00\|94.89\|88.68\|410880;2026-08-12\|91.52\|-1.87\|92.71\|93.60\|91.25\|191363;2026-08-13\|90.02\|-1.64\|91.90\|92.51\|90.00\|198887;2026-08-14\|91.08\|1.18\|90.45\|91.12\|89.73\|124974;2026-08-17\|92.14\|1.16\|91.20\|92.17\|90.74\|151553;2026-08-18\|90.54\|-1.74\|91.66\|92.15\|90.02\|182036;2026-08-19\|86.90\|-4.02\|89.05\|89.50\|86.59\|232689;2026-08-20\|85.99\|-1.05\|87.00\|87.35\|85.98\|138599;2026-08-21\|85.82\|-0.20\|85.44\|86.61\|85.01\|105796;2026-08-24\|82.50\|-3.87\|85.83\|85.85\|82.25\|191646;2026-08-25\|85.55\|3.70\|80.90\|85.98\|80.10\|226671;2026-08-26\|84.00\|-1.81\|85.02\|85.45\|83.93\|122142;2026-08-27\|84.54\|0.64\|84.29\|84.94\|83.30\|129072;2026-08-28\|82.00\|-3.00\|84.33\|85.00\|81.76\|197759;2026-08-31\|83.27\|1.55\|81.00\|83.27\|80.71\|110466;2026-09-01\|82.85\|-0.50\|82.77\|83.38\|82.58\|71860;2026-09-02\|80.61\|-2.70\|82.18\|82.39\|80.38\|131579;2026-09-03\|79.30\|-1.63\|81.01\|81.25\|78.70\|142104;2026-09-04\|80.25\|1.20\|79.89\|82.25\|79.85\|185333;2026-09-07\|81.08\|1.03\|81.00\|81.74\|79.80\|181091;2026-09-08\|80.47\|-0.75\|81.00\|81.70\|79.39\|166152;2026-09-09\|80.01\|-0.57\|80.22\|80.87\|79.70\|120539;2026-09-10\|78.93\|-1.35\|79.50\|79.67\|78.85\|91541;2026-09-11\|76.88\|-2.60\|78.28\|78.28\|76.10\|191097
119826	长鑫科技7月16日启动申购	AI算力订单+半导体IP+Chiplet 行业原因： 1、寒武纪、兆易创新等龙头一季度业绩高增，芯原股份AI算力订单占比超九成，景气度验证。 2、长江证券表示，当前国产模型进入需求时代，能力持续提升的同时加快芯片与模型的适配。国产算力将迎来具备实际应用价值的关键拐点，看好国产模型与算力的全面共振。公司原因： 1、据2026年4月30日《2026年第一季度报告》，公司2026年1-4月新签订单82.40亿元，其中AI算力相关订单占比91.37%，数据处理领域订单占比90.15%，主要来自云侧AI ASIC及IP。 2、据2026年3月31日《2025年年度报告》，公司半导体IP授权业务2024年市占率中国大陆第一、全球第八，知识产权授权使用费收入全球第六。 3、据2026年3月31日《2025年年度报告》及2026年4月20日投资者关系活动记录表，公司持续推进“IP芯片化、芯片平台化、平台生态化”的Chiplet技术研发与产业化，已在AIGC及智驾赛道实现领跑。	国内领先的芯片设计供应商	2026-05-08\|262.00\|-4.73\|271.00\|273.97\|260.16\|309677;2026-05-11\|267.40\|2.06\|272.00\|278.63\|262.30\|334999;2026-05-12\|271.99\|1.72\|263.60\|280.98\|261.10\|298723;2026-05-13\|277.50\|2.03\|262.44\|278.20\|256.50\|307263;2026-05-14\|265.91\|-4.18\|282.00\|286.80\|265.91\|255682;2026-05-15\|252.60\|-5.01\|263.00\|272.00\|249.00\|275514;2026-05-18\|259.50\|2.73\|248.00\|265.00\|248.00\|187821;2026-05-19\|299.91\|15.57\|257.37\|301.00\|252.78\|405588;2026-05-20\|294.79\|-1.71\|295.00\|299.80\|291.01\|228070;2026-05-21\|273.54\|-7.21\|303.03\|303.55\|271.11\|238146;2026-05-22\|275.75\|0.81\|280.00\|282.60\|270.00\|182502;2026-05-25\|286.27\|3.81\|273.94\|289.85\|266.00\|247556;2026-05-26\|266.15\|-7.03\|289.20\|289.36\|259.31\|266150;2026-05-27\|252.45\|-5.15\|266.50\|271.60\|248.02\|254342;2026-05-28\|264.95\|4.95\|250.00\|269.95\|247.01\|244731;2026-05-29\|246.84\|-6.84\|260.01\|264.95\|241.77\|220412;2026-06-01\|227.30\|-7.92\|248.50\|248.50\|226.60\|201059;2026-06-02\|235.40\|3.56\|230.93\|243.97\|221.31\|223936;2026-06-03\|240.45\|2.15\|241.99\|256.51\|236.80\|286907;2026-06-04\|243.10\|1.10\|232.99\|248.56\|232.06\|200742;2026-06-05\|225.20\|-7.36\|236.10\|238.23\|224.99\|227501;2026-06-08\|213.00\|-5.42\|208.01\|217.63\|208.00\|194001;2026-06-09\|227.52\|6.82\|218.00\|229.63\|213.44\|190914;2026-06-10\|228.52\|0.44\|224.67\|241.34\|224.00\|198458;2026-06-11\|229.76\|0.54\|227.25\|231.37\|222.00\|146694;2026-06-12\|223.13\|-2.89\|239.00\|239.98\|222.20\|234121;2026-06-15\|237.12\|6.27\|228.00\|238.47\|226.63\|232837;2026-06-16\|249.10\|5.05\|239.00\|254.58\|233.38\|228010;2026-06-17\|257.46\|3.36\|245.50\|262.90\|241.50\|211808;2026-06-18\|274.00\|6.42\|261.00\|280.30\|258.00\|288613;2026-06-22\|284.00\|3.65\|274.18\|288.80\|268.00\|280462;2026-06-23\|285.00\|0.35\|278.00\|290.61\|272.12\|262077;2026-06-24\|300.90\|5.58\|282.00\|308.00\|279.66\|293405;2026-06-25\|338.05\|12.35\|300.02\|350.88\|295.31\|331962;2026-06-26\|336.00\|-0.61\|330.01\|347.78\|321.85\|267228;2026-06-29\|362.00\|7.74\|344.10\|362.30\|337.60\|281302;2026-06-30\|371.14\|2.52\|360.00\|375.67\|350.09\|249240;2026-07-01\|342.10\|-7.82\|368.00\|373.80\|338.99\|290368;2026-07-02\|309.50\|-9.53\|321.18\|337.20\|306.87\|295280;2026-07-03\|303.00\|-2.10\|304.00\|320.24\|301.00\|214841;2026-07-06\|299.39\|-1.19\|308.16\|308.20\|287.00\|213120;2026-07-07\|305.26\|1.96\|301.00\|322.31\|297.50\|221733;2026-07-08\|309.50\|1.39\|324.00\|333.72\|307.11\|256981;2026-07-09\|328.56\|6.16\|315.00\|329.53\|306.00\|246624;2026-07-10\|292.00\|-11.13\|321.99\|326.89\|291.99\|312672;2026-07-13\|271.54\|-7.01\|285.71\|299.00\|266.82\|232114;2026-07-14\|270.33\|-0.45\|272.82\|275.49\|254.01\|216377;2026-07-15\|252.98\|-6.42\|272.30\|275.00\|251.10\|166142;2026-07-16\|243.56\|-3.72\|248.00\|258.30\|240.88\|160958;2026-07-17\|231.60\|-4.91\|251.05\|255.39\|230.09\|300678;2026-07-20\|225.00\|-2.85\|240.22\|242.00\|211.54\|275056;2026-07-21\|244.70\|8.76\|228.28\|248.89\|203.67\|310004;2026-07-22\|239.47\|-2.14\|239.90\|258.89\|237.50\|243560;2026-07-23\|223.00\|-6.88\|243.30\|244.89\|221.63\|189315;2026-07-24\|221.80\|-0.54\|217.00\|228.38\|216.72\|143461;2026-07-27\|224.59\|1.26\|221.80\|227.50\|214.00\|121961;2026-07-28\|205.41\|-8.54\|216.01\|221.89\|204.00\|159057;2026-07-29\|192.02\|-6.52\|205.35\|208.30\|182.00\|230626;2026-07-30\|170.21\|-11.36\|191.76\|195.50\|170.21\|239343;2026-07-31\|193.00\|13.39\|187.79\|202.00\|187.79\|258289;2026-08-03\|184.09\|-4.62\|190.18\|196.00\|183.50\|160411;2026-08-04\|207.09\|12.49\|189.00\|209.98\|185.00\|201576;2026-08-05\|215.16\|3.90\|213.00\|219.46\|205.06\|230530;2026-08-06\|217.17\|0.93\|210.00\|220.20\|207.00\|166960;2026-08-07\|230.50\|6.14\|215.23\|231.97\|214.01\|203622;2026-08-10\|212.75\|-7.70\|227.00\|227.98\|210.28\|211995;2026-08-11\|211.51\|-0.58\|208.76\|216.30\|207.69\|119341;2026-08-12\|211.40\|-0.05\|210.00\|215.69\|206.00\|160499;2026-08-13\|206.07\|-2.52\|216.01\|219.84\|205.88\|168570;2026-08-14\|207.28\|0.59\|210.90\|211.98\|203.52\|124766;2026-08-17\|226.30\|9.18\|208.29\|226.66\|205.85\|216096;2026-08-18\|213.30\|-5.74\|215.01\|222.28\|208.66\|321301;2026-08-19\|185.29\|-13.13\|207.13\|207.64\|183.00\|273519;2026-08-20\|178.37\|-3.73\|188.17\|189.50\|176.01\|221174;2026-08-21\|178.38\|0.01\|177.97\|182.92\|175.00\|141932;2026-08-24\|168.66\|-5.45\|176.60\|178.38\|164.60\|164570;2026-08-25\|164.49\|-2.47\|166.33\|168.00\|161.37\|144634;2026-08-26\|180.50\|9.73\|165.00\|182.00\|163.33\|259954;2026-08-27\|193.70\|7.31\|180.15\|196.36\|178.80\|269871;2026-08-28\|186.90\|-3.51\|193.17\|196.85\|186.25\|182185;2026-08-31\|200.26\|7.15\|182.01\|200.60\|180.56\|223883;2026-09-01\|192.40\|-3.92\|199.92\|200.43\|191.40\|148009;2026-09-02\|193.60\|0.62\|188.00\|197.92\|186.50\|180426;2026-09-03\|191.32\|-1.18\|196.43\|198.60\|189.07\|116132;2026-09-04\|183.77\|-3.95\|194.10\|194.99\|181.14\|146586;2026-09-07\|185.78\|1.09\|186.00\|187.92\|181.08\|147451;2026-09-08\|190.88\|2.75\|185.36\|200.50\|185.02\|229150;2026-09-09\|191.00\|0.06\|196.09\|203.58\|187.86\|167824;2026-09-10\|184.15\|-3.59\|189.00\|189.18\|182.10\|196182;2026-09-11\|185.22\|0.58\|181.00\|186.01\|179.95\|209404
119825	长鑫科技7月16日启动申购	自主CPU+商业航天行业原因：据中证报1月21日报道，业内人士表示，AI服务器采购额不断上升，部分挤占了通用服务器的采购预算。同时，云厂商前期采购的通用服务器，目前已大面积进入更新周期。云厂商计划淘汰老旧架构的CPU，将新一代服务器CPU整合至现有机架体系，在数据中心领域出现了补偿性投资，驱动服务器CPU价格上涨。公司原因： 1、据2026年1月15日、19日投资者关系活动记录表，3C6000系列服务器芯片2025年6月底发布后性价比大幅提升，已获多家整机伙伴采用，在存储、智算、密码等场景形成典型应用，并通过安全可靠测评Ⅱ级认证。 2、据2025年4月29日公告《龙芯中科2024年年度报告》，龙芯处理器搭载“星眸载荷”随天舟八号升空，首次部署天基云系统，标志商业航天应用落地。 3、据2025年8月28日公告的2025年半年度报告，公司掌握指令系统与CPU IP核授权，2025年处于研发转市场销售拐点，政策性市场与开放市场双轮驱动，新一代“三剑客”“三尖兵”芯片已具备开放市场竞争力。	公司首款GPGPU芯片9A1000研发基本完成	2026-05-08\|173.82\|-5.25\|179.10\|179.80\|172.89\|144161;2026-05-11\|179.10\|3.04\|182.50\|184.68\|178.08\|174266;2026-05-12\|175.10\|-2.23\|178.00\|184.70\|172.30\|171922;2026-05-13\|175.50\|0.23\|169.20\|176.19\|166.89\|142575;2026-05-14\|165.02\|-5.97\|175.18\|176.06\|165.00\|133214;2026-05-15\|159.98\|-3.05\|165.02\|167.50\|158.10\|123307;2026-05-18\|158.57\|-0.88\|158.51\|163.88\|157.38\|86888;2026-05-19\|164.28\|3.60\|157.87\|164.32\|154.00\|104380;2026-05-20\|166.00\|1.05\|161.80\|168.48\|161.57\|129821;2026-05-21\|157.31\|-5.23\|172.41\|174.32\|156.50\|165003;2026-05-22\|160.40\|1.96\|160.98\|161.79\|157.00\|102178;2026-05-25\|164.60\|2.62\|160.00\|166.82\|157.00\|142258;2026-05-26\|159.67\|-3.00\|162.38\|162.66\|156.02\|111724;2026-05-27\|153.62\|-3.79\|162.00\|163.40\|152.01\|122366;2026-05-28\|156.05\|1.58\|154.49\|159.55\|153.70\|114199;2026-05-29\|145.80\|-6.57\|157.50\|160.06\|144.00\|122885;2026-06-01\|144.23\|-1.08\|148.71\|151.60\|144.01\|96113;2026-06-02\|140.09\|-2.87\|145.70\|145.70\|137.66\|98072;2026-06-03\|140.88\|0.56\|139.11\|144.87\|138.52\|98280;2026-06-04\|140.21\|-0.48\|138.78\|142.28\|138.00\|61447;2026-06-05\|136.08\|-2.95\|138.15\|140.88\|135.58\|72873;2026-06-08\|129.88\|-4.56\|130.65\|133.98\|129.02\|76170;2026-06-09\|132.60\|2.09\|132.00\|132.76\|128.60\|71053;2026-06-10\|134.55\|1.47\|131.20\|141.57\|131.20\|110650;2026-06-11\|135.69\|0.85\|133.00\|136.88\|131.30\|85004;2026-06-12\|140.56\|3.59\|139.60\|146.71\|137.01\|155574;2026-06-15\|143.34\|1.98\|141.80\|144.23\|140.40\|92925;2026-06-16\|142.20\|-0.80\|142.05\|143.90\|140.28\|71193;2026-06-17\|143.50\|0.91\|140.15\|143.80\|137.51\|86376;2026-06-18\|146.49\|2.08\|143.00\|148.55\|142.00\|108046;2026-06-22\|144.88\|-1.10\|146.47\|148.68\|141.01\|108721;2026-06-23\|142.09\|-1.93\|143.40\|148.00\|140.80\|88435;2026-06-24\|146.51\|3.11\|141.01\|146.96\|139.00\|105700;2026-06-25\|152.18\|3.87\|145.23\|152.63\|144.70\|144223;2026-06-26\|144.92\|-4.77\|150.00\|150.12\|141.71\|109702;2026-06-29\|146.90\|1.37\|144.93\|148.33\|141.11\|91626;2026-06-30\|154.67\|5.29\|146.60\|154.90\|145.48\|118793;2026-07-01\|152.20\|-1.60\|155.82\|158.63\|150.26\|120495;2026-07-02\|144.49\|-5.07\|148.00\|151.35\|142.85\|96104;2026-07-03\|136.03\|-5.86\|143.63\|145.00\|136.00\|111731;2026-07-06\|140.13\|3.01\|137.20\|143.00\|133.37\|104095;2026-07-07\|140.30\|0.12\|138.50\|145.50\|137.50\|77787;2026-07-08\|140.00\|-0.21\|141.00\|143.79\|136.20\|72191;2026-07-09\|149.91\|7.08\|140.00\|150.36\|136.98\|117958;2026-07-10\|147.10\|-1.87\|149.00\|153.89\|147.03\|115165;2026-07-13\|138.50\|-5.85\|146.03\|149.40\|138.23\|92349;2026-07-14\|133.84\|-3.36\|140.50\|141.00\|127.00\|108204;2026-07-15\|129.00\|-3.62\|133.83\|135.68\|128.04\|66354;2026-07-16\|126.48\|-1.95\|127.36\|132.05\|125.52\|71174;2026-07-17\|114.30\|-9.63\|125.60\|126.20\|113.90\|93363;2026-07-20\|114.11\|-0.17\|115.51\|116.80\|106.61\|80875;2026-07-21\|117.47\|2.94\|114.00\|118.48\|108.00\|87905;2026-07-22\|114.03\|-2.93\|115.00\|117.98\|113.00\|65489;2026-07-23\|110.77\|-2.86\|114.32\|114.61\|110.60\|49338;2026-07-24\|106.92\|-3.48\|109.02\|110.51\|106.92\|47143;2026-07-27\|108.91\|1.86\|107.03\|109.44\|103.90\|51669;2026-07-28\|105.00\|-3.59\|106.10\|108.59\|104.61\|42812;2026-07-29\|104.68\|-0.30\|104.99\|105.98\|100.68\|59364;2026-07-30\|101.85\|-2.70\|103.00\|105.50\|101.01\|51542;2026-07-31\|106.36\|4.43\|107.00\|107.35\|104.41\|67833;2026-08-03\|107.63\|1.19\|105.00\|107.80\|104.51\|41812;2026-08-04\|109.72\|1.94\|108.37\|110.30\|107.74\|40533;2026-08-05\|112.20\|2.26\|109.30\|112.88\|109.02\|51672;2026-08-06\|111.55\|-0.58\|112.22\|113.78\|110.17\|46897;2026-08-07\|112.09\|0.48\|111.90\|112.12\|109.06\|46937;2026-08-10\|111.07\|-0.91\|112.09\|112.23\|109.21\|36905;2026-08-11\|111.05\|-0.02\|110.01\|112.88\|109.30\|39452;2026-08-12\|112.70\|1.49\|111.05\|113.33\|110.70\|36753;2026-08-13\|110.26\|-2.17\|113.26\|114.23\|110.01\|46086;2026-08-14\|110.65\|0.35\|110.92\|111.42\|108.36\|36398;2026-08-17\|113.59\|2.66\|110.23\|113.66\|110.10\|42854;2026-08-18\|113.77\|0.16\|113.49\|114.50\|110.60\|46256;2026-08-19\|106.75\|-6.17\|111.85\|112.18\|106.34\|53366;2026-08-20\|107.00\|0.23\|107.77\|111.54\|106.81\|35357;2026-08-21\|107.38\|0.36\|106.36\|108.45\|105.93\|24050;2026-08-24\|102.73\|-4.33\|107.07\|107.07\|101.50\|45490;2026-08-25\|103.40\|0.65\|101.97\|103.88\|100.70\|26470;2026-08-26\|103.01\|-0.38\|103.18\|104.60\|102.81\|22910;2026-08-27\|107.57\|4.43\|103.52\|107.86\|103.52\|36551;2026-08-28\|106.20\|-1.27\|106.80\|108.52\|106.10\|27082;2026-08-31\|108.00\|1.69\|103.89\|108.00\|103.55\|35369;2026-09-01\|105.80\|-2.04\|107.20\|108.30\|105.55\|24548;2026-09-02\|103.36\|-2.31\|104.21\|105.00\|103.04\|22597;2026-09-03\|103.25\|-0.11\|104.23\|104.45\|102.55\|19270;2026-09-04\|101.90\|-1.31\|103.80\|105.22\|101.42\|29077;2026-09-07\|105.48\|3.51\|102.05\|107.50\|100.14\|61667;2026-09-08\|102.38\|-2.94\|103.80\|104.50\|102.38\|39094;2026-09-09\|101.00\|-1.35\|103.79\|104.29\|100.41\|33213;2026-09-10\|100.20\|-0.79\|99.99\|100.88\|99.08\|22893;2026-09-11\|98.50\|-1.70\|98.98\|99.91\|97.00\|41116
119824	长鑫科技7月16日启动申购	一季报大增+AI芯片+算力需求 1、据2026年4月30日一季报，公司一季度营收28.85亿元、同比增长159.56%，归母净利润10.13亿元、同比增长185.04%，主因人工智能算力需求攀升带动产品放量。 2、据2026年3月13日年报，公司云端、边缘及IP授权三大产品线已规模部署于大模型算法企业、服务器厂商及云计算、金融、电信等行业，2025年营收64.97亿元、同比增长453%，实现全年扭亏。 3、据2026年4月29日公告，公司拟每10股派15元并转增4.9股，股权登记日为5月7日，高分红及股本扩张提升市场关注。	国内AI芯片龙头；行业人士称字节跳动正在与天数智芯讨论采购至少5万颗AI芯片，主要用于推理工作，华为、寒武纪也是字节跳动的供应商，但公司否认向互联网厂商大量供货	2026-05-08\|1182.53\|-5.60\|1217.03\|1220.00\|1158.01\|191024;2026-05-11\|1200.00\|1.48\|1201.00\|1205.99\|1158.03\|231722;2026-05-12\|1277.87\|6.49\|1199.99\|1293.33\|1189.81\|209581;2026-05-13\|1316.88\|3.05\|1239.00\|1316.88\|1236.00\|158778;2026-05-14\|1260.58\|-4.28\|1320.00\|1350.00\|1232.32\|181139;2026-05-15\|1209.00\|-4.09\|1234.88\|1276.89\|1195.88\|161750;2026-05-18\|1216.99\|0.66\|1200.00\|1260.00\|1183.04\|125056;2026-05-19\|1319.20\|8.40\|1216.89\|1326.00\|1175.00\|186352;2026-05-20\|1362.41\|3.28\|1300.00\|1396.00\|1291.99\|183743;2026-05-21\|1290.90\|-5.25\|1370.04\|1386.00\|1285.00\|153395;2026-05-22\|1286.00\|-0.38\|1300.50\|1319.99\|1270.43\|112240;2026-05-25\|1406.50\|9.37\|1321.01\|1435.00\|1321.01\|173384;2026-05-26\|1410.96\|0.32\|1383.01\|1448.01\|1375.00\|153975;2026-05-27\|1340.00\|-5.03\|1385.00\|1412.99\|1334.00\|138029;2026-05-28\|1391.50\|3.84\|1361.00\|1404.99\|1349.01\|126717;2026-05-29\|1310.00\|-5.86\|1400.00\|1414.00\|1295.00\|145030;2026-06-01\|1238.00\|-5.50\|1326.00\|1326.00\|1238.00\|134896;2026-06-02\|1300.00\|5.01\|1246.00\|1319.58\|1245.00\|124339;2026-06-03\|1378.10\|6.01\|1292.30\|1428.01\|1291.00\|165598;2026-06-04\|1358.90\|-1.39\|1365.00\|1400.00\|1347.00\|88416;2026-06-05\|1299.20\|-4.39\|1342.00\|1407.77\|1287.34\|116355;2026-06-08\|1250.36\|-3.76\|1239.30\|1298.88\|1230.08\|114171;2026-06-09\|1270.01\|1.57\|1279.00\|1285.80\|1239.02\|106732;2026-06-10\|1231.00\|-3.07\|1300.00\|1349.90\|1224.17\|138327;2026-06-11\|1219.50\|-0.93\|1221.96\|1255.00\|1199.00\|111820;2026-06-12\|1240.00\|1.68\|1258.00\|1260.00\|1202.00\|149766;2026-06-15\|1335.00\|7.66\|1253.00\|1345.99\|1238.88\|154373;2026-06-16\|1306.99\|-2.10\|1335.50\|1335.91\|1297.79\|99672;2026-06-17\|1320.00\|1.00\|1290.40\|1329.87\|1271.10\|133226;2026-06-18\|1507.46\|14.20\|1319.72\|1540.00\|1313.20\|221694;2026-06-22\|1456.99\|-3.35\|1480.00\|1494.94\|1420.00\|150357;2026-06-23\|1413.00\|-3.02\|1453.00\|1506.00\|1394.84\|138376;2026-06-24\|1453.00\|2.83\|1402.00\|1468.88\|1378.00\|140656;2026-06-25\|1505.00\|3.58\|1460.00\|1536.25\|1436.00\|159822;2026-06-26\|1458.00\|-3.12\|1482.00\|1518.98\|1415.00\|124352;2026-06-29\|1482.00\|1.65\|1462.33\|1541.94\|1420.00\|151178;2026-06-30\|1595.55\|7.66\|1488.41\|1620.00\|1488.37\|162216;2026-07-01\|1485.33\|-6.91\|1560.00\|1588.97\|1470.01\|125802;2026-07-02\|1372.00\|-7.63\|1410.00\|1448.66\|1348.00\|140564;2026-07-03\|1353.00\|-1.38\|1344.14\|1412.00\|1340.00\|101922;2026-07-06\|1369.75\|1.24\|1383.00\|1389.86\|1291.00\|103684;2026-07-07\|1388.00\|1.33\|1355.00\|1439.98\|1346.06\|118753;2026-07-08\|1413.55\|1.84\|1423.00\|1479.31\|1400.01\|117177;2026-07-09\|1535.01\|8.59\|1442.70\|1548.00\|1393.00\|165449;2026-07-10\|1400.00\|-8.80\|1542.98\|1569.97\|1400.00\|131950;2026-07-13\|1390.00\|-0.71\|1421.40\|1504.96\|1363.00\|164764;2026-07-14\|1411.00\|1.51\|1410.00\|1425.98\|1315.00\|136598;2026-07-15\|1347.46\|-4.50\|1420.00\|1425.00\|1334.00\|94702;2026-07-16\|1279.22\|-5.06\|1305.90\|1357.77\|1261.00\|132087;2026-07-17\|1190.58\|-6.93\|1268.00\|1278.00\|1156.00\|166501;2026-07-20\|1209.00\|1.55\|1240.00\|1278.53\|1167.00\|161400;2026-07-21\|1350.02\|11.66\|1260.00\|1357.46\|1208.00\|171844;2026-07-22\|1310.00\|-2.96\|1320.66\|1382.80\|1285.00\|132757;2026-07-23\|1249.00\|-4.66\|1336.00\|1336.00\|1233.00\|108612;2026-07-24\|1225.00\|-1.92\|1235.98\|1265.00\|1210.00\|85864;2026-07-27\|1241.02\|1.31\|1239.00\|1248.00\|1180.00\|84936;2026-07-28\|1128.00\|-9.11\|1202.61\|1226.00\|1091.00\|144422;2026-07-29\|1146.90\|1.68\|1153.00\|1166.66\|1071.91\|142465;2026-07-30\|1042.43\|-9.11\|1115.00\|1136.00\|1010.83\|188604;2026-07-31\|1106.00\|6.10\|1139.50\|1179.50\|1101.58\|162674;2026-08-03\|1028.00\|-7.05\|1100.00\|1105.00\|1015.00\|139771;2026-08-04\|1078.21\|4.88\|1041.00\|1097.87\|1019.00\|176299;2026-08-05\|1136.90\|5.44\|1088.00\|1161.94\|1080.01\|181931;2026-08-06\|1168.15\|2.75\|1103.00\|1185.00\|1095.00\|124785;2026-08-07\|1199.93\|2.72\|1168.15\|1210.00\|1145.02\|159489;2026-08-10\|1124.00\|-6.33\|1163.00\|1213.00\|1110.01\|207110;2026-08-11\|1090.64\|-2.97\|1100.00\|1123.99\|1070.00\|134160;2026-08-12\|1105.38\|1.35\|1095.98\|1134.55\|1092.00\|103077;2026-08-13\|1105.50\|0.01\|1130.00\|1170.00\|1100.55\|129918;2026-08-14\|1093.00\|-1.13\|1119.99\|1123.30\|1072.50\|101317;2026-08-17\|1156.00\|5.76\|1096.00\|1156.68\|1085.70\|139992;2026-08-18\|1162.50\|0.56\|1150.00\|1170.00\|1134.12\|108832;2026-08-19\|1050.49\|-9.64\|1130.56\|1138.00\|1038.39\|157464;2026-08-20\|1010.88\|-3.77\|1060.02\|1068.90\|995.00\|148554;2026-08-21\|1035.00\|2.39\|999.98\|1061.47\|996.00\|120333;2026-08-24\|969.05\|-6.37\|1035.00\|1039.00\|950.00\|172806;2026-08-25\|1010.48\|4.28\|970.00\|1029.24\|953.00\|125720;2026-08-26\|1020.00\|0.94\|1005.00\|1036.85\|1001.12\|97283;2026-08-27\|1048.00\|2.75\|1045.50\|1055.00\|1033.18\|91384;2026-08-28\|1046.63\|-0.13\|1050.00\|1090.71\|1042.01\|108604;2026-08-31\|1112.18\|6.26\|1015.50\|1115.00\|1015.00\|121956;2026-09-01\|1109.00\|-0.29\|1112.18\|1140.96\|1100.00\|95979;2026-09-02\|1108.00\|-0.09\|1087.81\|1130.00\|1084.90\|77132;2026-09-03\|1099.99\|-0.72\|1126.00\|1129.86\|1085.00\|65099;2026-09-04\|1072.00\|-2.54\|1115.00\|1120.00\|1063.41\|82828;2026-09-07\|1092.38\|1.90\|1077.75\|1104.99\|1050.00\|102029;2026-09-08\|1058.99\|-3.06\|1093.00\|1100.50\|1050.56\|86295;2026-09-09\|1054.96\|-0.38\|1067.00\|1070.19\|1045.99\|65453;2026-09-10\|1043.84\|-1.05\|1049.00\|1058.90\|1031.13\|56790;2026-09-11\|1040.00\|-0.37\|1020.99\|1047.33\|1006.00\|107648
119823	长鑫科技7月16日启动申购	涨停揭秘：AI服务器电源模块升级拉动高压MOSFET、IGBT需求，公司功率器件同步用于存储模组供电系统；涨停缘由：上半年存储涨价仍将持续，公司功率器件已导入多家服务器电源厂商及内存模组厂，2025年车规与工控订单占比提升至42%；资金逻辑：权重股中资金稳定性较强，4月8日涨停获主力资金净流入超8000万元，半导体ETF持仓同步加仓；风险提示：功率器件价格承压，海外大厂降价竞争加剧，且公司产能利用率阶段性承压	公司为国内领先的功率器件IDM企业	2026-05-08\|58.14\|1.95\|56.22\|58.61\|55.38\|308638;2026-05-11\|59.70\|2.68\|59.05\|61.50\|58.39\|375742;2026-05-12\|60.91\|2.03\|59.50\|62.15\|58.22\|304524;2026-05-13\|64.15\|5.32\|59.30\|65.55\|58.79\|448873;2026-05-14\|63.08\|-1.67\|65.00\|65.68\|63.01\|366723;2026-05-15\|61.67\|-2.24\|63.38\|64.49\|60.69\|383089;2026-05-18\|62.06\|0.63\|61.02\|63.36\|60.38\|274874;2026-05-19\|64.18\|3.42\|61.24\|64.26\|60.00\|349960;2026-05-20\|65.61\|2.23\|64.00\|66.66\|63.26\|421161;2026-05-21\|59.80\|-8.86\|66.01\|66.92\|59.66\|508864;2026-05-22\|62.40\|4.35\|60.74\|62.88\|59.99\|353987;2026-05-25\|66.20\|6.09\|62.50\|67.16\|61.52\|447203;2026-05-26\|64.38\|-2.75\|65.54\|65.54\|62.13\|398204;2026-05-27\|65.98\|2.49\|64.82\|68.50\|64.50\|584048;2026-05-28\|69.80\|5.79\|64.49\|71.18\|63.00\|739489;2026-05-29\|64.09\|-8.18\|69.40\|69.74\|63.50\|565779;2026-06-01\|65.60\|2.36\|64.80\|68.77\|61.67\|559850;2026-06-02\|67.65\|3.12\|65.00\|71.41\|63.00\|568340;2026-06-03\|71.50\|5.69\|69.22\|74.50\|68.84\|628811;2026-06-04\|72.59\|1.52\|69.80\|74.30\|69.80\|366161;2026-06-05\|66.58\|-8.28\|71.01\|71.10\|65.99\|461088;2026-06-08\|62.58\|-6.01\|62.95\|66.37\|61.73\|381113;2026-06-09\|67.68\|8.15\|63.82\|68.28\|63.20\|354494;2026-06-10\|63.83\|-5.69\|65.83\|67.08\|62.18\|366073;2026-06-11\|63.03\|-1.25\|63.66\|65.48\|62.14\|272924;2026-06-12\|60.80\|-3.54\|65.50\|66.93\|60.53\|465115;2026-06-15\|68.85\|13.24\|62.00\|68.95\|61.30\|456158;2026-06-16\|71.75\|4.21\|69.00\|73.65\|68.41\|473530;2026-06-17\|73.78\|2.83\|70.94\|73.93\|69.68\|366670;2026-06-18\|73.59\|-0.26\|73.00\|75.20\|72.01\|386301;2026-06-22\|78.20\|6.26\|76.02\|80.83\|75.60\|510299;2026-06-23\|80.80\|3.32\|77.95\|84.32\|76.68\|593356;2026-06-24\|84.66\|4.78\|79.97\|86.78\|79.20\|543816;2026-06-25\|84.72\|0.13\|84.23\|85.39\|81.45\|436517;2026-06-26\|84.72\|0.00\|83.50\|88.85\|82.00\|449222;2026-06-29\|92.47\|9.15\|87.99\|96.50\|87.75\|523670;2026-06-30\|97.55\|5.49\|93.10\|99.00\|89.19\|455886;2026-07-01\|93.45\|-4.20\|99.35\|101.99\|91.49\|464908;2026-07-02\|87.38\|-6.50\|88.25\|93.06\|80.23\|412699;2026-07-03\|83.60\|-4.33\|88.17\|90.50\|83.30\|407141;2026-07-06\|86.03\|2.91\|85.00\|88.33\|81.92\|388431;2026-07-07\|87.30\|1.48\|85.00\|89.00\|83.10\|293152;2026-07-08\|85.00\|-2.63\|88.00\|89.20\|80.88\|286610;2026-07-09\|92.70\|9.06\|86.81\|92.85\|85.30\|348133;2026-07-10\|79.10\|-14.67\|92.90\|94.60\|78.98\|590513;2026-07-13\|77.60\|-1.90\|77.91\|80.95\|77.00\|331949;2026-07-14\|75.88\|-2.22\|77.60\|78.58\|72.19\|351298;2026-07-15\|70.17\|-7.53\|77.18\|77.24\|69.60\|321251;2026-07-16\|65.50\|-6.66\|69.00\|70.80\|64.98\|325481;2026-07-17\|62.01\|-5.33\|64.89\|65.88\|61.10\|333485;2026-07-20\|59.53\|-4.00\|63.85\|63.90\|57.20\|344915;2026-07-21\|65.28\|9.66\|60.00\|65.38\|55.00\|437940;2026-07-22\|63.10\|-3.34\|63.35\|66.64\|62.60\|337124;2026-07-23\|61.12\|-3.14\|63.96\|63.96\|60.40\|200106;2026-07-24\|60.40\|-1.18\|59.90\|61.50\|59.39\|184485;2026-07-27\|60.74\|0.56\|60.29\|61.16\|58.00\|188052;2026-07-28\|56.07\|-7.69\|59.50\|60.55\|55.66\|222531;2026-07-29\|56.05\|-0.04\|56.00\|56.82\|53.07\|237947;2026-07-30\|53.79\|-4.03\|55.60\|56.32\|52.54\|231915;2026-07-31\|54.30\|0.95\|57.99\|58.76\|54.23\|285427;2026-08-03\|51.84\|-4.53\|53.57\|54.34\|51.63\|220495;2026-08-04\|54.15\|4.46\|52.82\|55.05\|52.11\|233311;2026-08-05\|58.15\|7.39\|54.12\|59.29\|53.83\|328373;2026-08-06\|58.47\|0.55\|56.60\|59.49\|56.48\|229945;2026-08-07\|61.21\|4.69\|58.49\|61.75\|58.18\|270046;2026-08-10\|60.02\|-1.94\|61.20\|61.70\|58.78\|205358;2026-08-11\|59.72\|-0.50\|59.45\|61.08\|59.25\|144377;2026-08-12\|62.02\|3.85\|59.97\|62.17\|59.52\|201491;2026-08-13\|59.91\|-3.40\|62.68\|62.88\|59.80\|209609;2026-08-14\|60.73\|1.37\|60.85\|61.20\|59.57\|130916;2026-08-17\|63.13\|3.95\|60.97\|63.31\|60.38\|205325;2026-08-18\|65.01\|2.98\|62.96\|65.38\|62.31\|261162;2026-08-19\|61.59\|-5.26\|63.00\|66.21\|61.08\|360604;2026-08-20\|59.39\|-3.57\|62.29\|62.35\|58.80\|282300;2026-08-21\|62.16\|4.66\|59.10\|63.88\|59.01\|280452;2026-08-24\|61.22\|-1.51\|62.50\|63.75\|59.65\|268992;2026-08-25\|58.64\|-4.21\|59.05\|59.86\|56.69\|262572;2026-08-26\|57.80\|-1.43\|59.05\|59.05\|57.52\|160833;2026-08-27\|63.00\|9.00\|58.58\|63.24\|57.86\|313986;2026-08-28\|60.95\|-3.25\|62.44\|63.01\|60.88\|198658;2026-08-31\|61.39\|0.72\|59.50\|61.52\|59.05\|182525;2026-09-01\|58.59\|-4.56\|61.00\|61.35\|58.50\|182036;2026-09-02\|56.92\|-2.85\|57.70\|57.71\|56.70\|135053;2026-09-03\|57.08\|0.28\|57.60\|57.85\|56.54\|128817;2026-09-04\|56.55\|-0.93\|57.60\|59.10\|56.00\|167578;2026-09-07\|57.92\|2.42\|57.50\|58.72\|57.32\|149929;2026-09-08\|56.60\|-2.28\|57.78\|58.25\|56.40\|135453;2026-09-09\|56.28\|-0.57\|56.97\|57.45\|55.99\|98243;2026-09-10\|56.28\|0.00\|55.70\|56.97\|55.43\|78875;2026-09-11\|55.99\|-0.52\|55.50\|55.99\|53.97\|136431
119822	长鑫科技7月16日启动申购	首次回购+算力+AI手机 1、据2026年5月28日公告，公司于2026年5月27日实施首次A股股份回购，回购数量为19,259,118股，占公司总股本的0.40%，成交最高价为34.98元/股，累计支付金额达6.7亿元。 2、据2026年5月11日互动易，2025年公司算力业务收入同比增长约150%，服务器及存储收入同比增长超200%；算力产品已在互联网、运营商等头部客户实现规模经营和突破布局。 3、据2026年5月11日互动易，豆包手机通过系统级深度集成豆包手机助手，能够理解并执行用户以自然语言发出的复杂指令，实现跨应用任务处理的全新体验。公司持续深耕AI手机的技术创新与商用落地，始终坚持将AI智能体深度融入操作系统，为用户打造真正的原生AI体验。	1、全球通信设备巨头， 6G标准制定的核心玩家，全球6G专利占比 21.7%； 2、全资子公司中兴微电子专注于芯片的研发、设计环节，定位为全球领先的芯片供应商，中兴微电子凭借多年的芯片研发积累，产品覆盖ICT产业“算力、网络、终端”全领域	2026-05-08\|38.68\|-0.57\|38.52\|38.90\|37.93\|1378174;2026-05-11\|39.11\|1.11\|39.20\|39.49\|38.56\|1646499;2026-05-12\|38.09\|-2.61\|38.90\|39.00\|37.96\|1269517;2026-05-13\|38.83\|1.94\|37.85\|38.90\|37.70\|1215571;2026-05-14\|37.56\|-3.27\|39.61\|40.20\|37.56\|1638007;2026-05-15\|36.71\|-2.26\|37.64\|38.29\|36.58\|1469674;2026-05-18\|37.51\|2.18\|36.40\|38.08\|36.02\|1340807;2026-05-19\|37.65\|0.37\|37.45\|37.80\|36.75\|1050854;2026-05-20\|37.18\|-1.25\|37.30\|38.15\|37.13\|911697;2026-05-21\|34.83\|-6.32\|37.77\|37.87\|34.68\|1683552;2026-05-22\|35.64\|2.33\|35.11\|35.70\|34.66\|1196843;2026-05-25\|36.27\|1.77\|35.85\|36.33\|35.70\|934309;2026-05-26\|35.54\|-2.01\|36.00\|36.00\|34.77\|1259588;2026-05-27\|34.82\|-2.03\|35.54\|36.11\|34.43\|1447303;2026-05-28\|38.30\|9.99\|35.23\|38.30\|34.45\|2227174;2026-05-29\|36.72\|-4.13\|38.50\|38.78\|36.44\|2699247;2026-06-01\|35.10\|-4.41\|36.65\|36.83\|35.06\|1615572;2026-06-02\|36.30\|3.42\|35.12\|36.46\|34.80\|1773784;2026-06-03\|36.44\|0.39\|36.80\|38.30\|36.00\|2432701;2026-06-04\|37.74\|3.57\|36.36\|38.50\|36.03\|2405913;2026-06-05\|39.13\|3.68\|37.58\|41.30\|37.05\|4637054;2026-06-08\|36.81\|-5.93\|38.02\|39.00\|36.50\|3023492;2026-06-09\|39.14\|6.33\|37.39\|39.33\|37.19\|3107501;2026-06-10\|38.42\|-1.84\|38.68\|40.52\|37.89\|2817708;2026-06-11\|37.81\|-1.59\|37.91\|39.50\|37.28\|2480502;2026-06-12\|36.35\|-3.86\|38.60\|38.70\|36.15\|2614711;2026-06-15\|37.22\|2.39\|36.51\|37.50\|35.70\|1734932;2026-06-16\|38.00\|2.10\|36.90\|38.48\|36.55\|2128868;2026-06-17\|37.64\|-0.95\|37.50\|38.12\|37.12\|1514872;2026-06-18\|37.89\|0.66\|37.41\|38.64\|37.01\|2180738;2026-06-22\|39.43\|4.06\|38.07\|39.66\|37.89\|2936034;2026-06-23\|38.01\|-3.60\|39.10\|39.25\|37.60\|2162020;2026-06-24\|37.42\|-1.55\|37.50\|38.38\|36.80\|1627308;2026-06-25\|38.44\|2.73\|37.91\|38.80\|37.31\|2340788;2026-06-26\|35.67\|-7.21\|37.79\|37.79\|35.67\|2345798;2026-06-29\|35.20\|-1.32\|35.35\|36.18\|34.73\|1179960;2026-06-30\|36.19\|2.81\|35.19\|36.59\|35.10\|1215484;2026-07-01\|37.18\|2.74\|36.40\|38.42\|36.28\|2201294;2026-07-02\|35.32\|-5.00\|36.28\|36.30\|35.21\|1824675;2026-07-03\|36.38\|3.00\|35.30\|37.50\|35.30\|1538670;2026-07-06\|36.28\|-0.27\|36.00\|37.15\|35.20\|1514375;2026-07-07\|35.79\|-1.35\|35.71\|36.49\|35.61\|879548;2026-07-08\|36.87\|3.02\|36.79\|37.50\|36.13\|1975026;2026-07-09\|40.33\|9.38\|37.10\|40.50\|36.98\|5359353;2026-07-10\|40.53\|0.50\|39.80\|43.00\|39.63\|4502718;2026-07-13\|40.04\|-1.21\|41.00\|42.50\|39.58\|3323144;2026-07-14\|39.91\|-0.32\|41.00\|41.58\|37.61\|3071296;2026-07-15\|39.45\|-1.15\|40.40\|41.28\|38.79\|2677692;2026-07-16\|40.00\|1.39\|40.00\|41.41\|39.30\|3613700;2026-07-17\|36.00\|-10.00\|38.97\|39.26\|36.00\|3497131;2026-07-20\|33.73\|-6.31\|36.00\|36.18\|33.14\|3078591;2026-07-21\|34.88\|3.41\|33.85\|34.94\|32.39\|2351920;2026-07-22\|37.50\|7.51\|34.25\|38.37\|34.11\|4825998;2026-07-23\|35.92\|-4.21\|37.01\|37.55\|35.81\|2835597;2026-07-24\|35.00\|-2.56\|35.01\|35.82\|34.80\|1791420;2026-07-27\|35.25\|0.71\|34.72\|35.25\|34.15\|1410248;2026-07-28\|34.03\|-3.46\|34.49\|34.88\|33.95\|1472400;2026-07-29\|34.08\|1.37\|33.79\|34.22\|33.38\|1116235;2026-07-30\|33.30\|-2.29\|33.74\|34.12\|33.06\|1280222;2026-07-31\|33.81\|1.53\|34.48\|34.61\|33.80\|1391571;2026-08-03\|34.02\|0.62\|33.50\|34.27\|33.38\|791481;2026-08-04\|34.37\|1.03\|34.24\|34.54\|34.10\|1207417;2026-08-05\|34.74\|1.08\|34.00\|34.97\|33.96\|1660132;2026-08-06\|34.70\|-0.12\|34.20\|34.98\|33.95\|1501508;2026-08-07\|34.70\|0.00\|34.78\|35.38\|34.49\|1586405;2026-08-10\|34.30\|-1.15\|34.47\|34.50\|34.02\|1045233;2026-08-11\|34.19\|-0.32\|34.13\|34.57\|34.03\|852715;2026-08-12\|35.59\|4.09\|34.03\|35.78\|33.88\|2486186;2026-08-13\|35.08\|-1.43\|35.30\|36.09\|35.03\|2044530;2026-08-14\|35.05\|-0.09\|35.10\|35.33\|34.67\|1118871;2026-08-17\|36.02\|2.77\|35.30\|36.20\|34.83\|1832050;2026-08-18\|35.11\|-2.53\|35.77\|35.78\|34.95\|1312764;2026-08-19\|33.67\|-4.10\|34.66\|34.67\|33.50\|1463117;2026-08-20\|33.84\|0.50\|33.80\|34.09\|33.61\|588251;2026-08-21\|33.78\|-0.18\|33.51\|33.92\|33.43\|487717;2026-08-24\|33.13\|-1.92\|33.30\|33.52\|32.89\|764428;2026-08-25\|33.42\|0.88\|32.92\|33.50\|32.83\|433398;2026-08-26\|33.54\|0.36\|33.42\|33.69\|33.34\|402704;2026-08-27\|33.96\|1.25\|33.57\|33.99\|33.54\|659382;2026-08-28\|33.63\|-0.97\|33.80\|34.01\|33.61\|531363;2026-08-31\|34.18\|1.64\|33.30\|34.26\|33.10\|790850;2026-09-01\|34.28\|0.29\|33.99\|34.76\|33.93\|918869;2026-09-02\|33.49\|-2.30\|34.69\|34.89\|33.29\|1048050;2026-09-03\|33.30\|-0.57\|33.70\|33.75\|33.16\|622367;2026-09-04\|33.07\|-0.69\|33.45\|33.57\|32.93\|764585;2026-09-07\|33.28\|0.64\|33.10\|33.37\|32.99\|555771;2026-09-08\|33.21\|-0.21\|33.36\|33.43\|33.16\|456250;2026-09-09\|33.09\|-0.36\|33.27\|33.43\|33.00\|438984;2026-09-10\|32.45\|-1.93\|32.88\|32.90\|32.42\|566095;2026-09-11\|32.17\|-0.86\|32.06\|32.22\|31.81\|551057
119821	长鑫科技7月16日启动申购	涨停揭秘：北方华创4月27日涨停，系国产设备平台化能力获市场重估，在逻辑芯片、存储、先进封装三大方向同步放量；涨停缘由：公司薄膜沉积、刻蚀、清洗设备已覆盖中芯国际、长江存储、长电科技等全链条客户；DeepSeek V4适配昇腾芯片强化AI算力基建预期，推动设备招标提速；资金逻辑：单日成交额超28亿元创年内新高，主力资金净流入4.6亿元，融资余额突破120亿元；风险提示：订单饱满但产能爬坡制约短期交付；部分零部件进口依赖度仍较高	国产半导体设备龙头	2026-05-08\|540.79\|-2.06\|543.00\|554.80\|537.20\|82457;2026-05-11\|573.19\|5.99\|549.98\|585.00\|548.00\|144630;2026-05-12\|581.45\|1.44\|573.19\|584.00\|564.00\|112136;2026-05-13\|581.00\|-0.08\|570.99\|588.00\|550.50\|138388;2026-05-14\|564.40\|-2.86\|581.00\|592.66\|563.43\|102707;2026-05-15\|592.00\|4.89\|569.80\|620.84\|555.00\|232995;2026-05-18\|597.97\|1.01\|601.00\|623.27\|592.76\|175235;2026-05-19\|619.70\|3.63\|590.00\|627.17\|581.50\|144595;2026-05-20\|656.00\|5.86\|618.00\|660.00\|614.00\|164059;2026-05-21\|662.99\|1.07\|656.80\|721.60\|656.70\|231619;2026-05-22\|669.00\|0.91\|663.03\|673.00\|637.00\|198563;2026-05-25\|698.19\|4.36\|650.13\|719.05\|626.11\|204122;2026-05-26\|670.25\|-4.00\|690.00\|701.00\|656.66\|148548;2026-05-27\|654.77\|-2.31\|675.00\|692.00\|650.60\|138670;2026-05-28\|659.00\|0.65\|650.00\|668.67\|646.88\|112600;2026-05-29\|629.87\|-4.42\|656.12\|659.00\|623.78\|147461;2026-06-01\|589.89\|-6.35\|624.99\|629.80\|588.92\|151000;2026-06-02\|602.80\|2.19\|586.10\|615.79\|584.19\|126306;2026-06-03\|614.84\|2.00\|602.81\|633.66\|594.00\|144161;2026-06-04\|627.00\|1.98\|610.14\|637.85\|606.00\|120620;2026-06-05\|603.36\|-3.77\|615.00\|619.59\|600.00\|80843;2026-06-08\|585.74\|-2.92\|570.04\|598.80\|568.22\|97859;2026-06-09\|617.10\|5.35\|601.02\|619.80\|594.59\|102006;2026-06-10\|619.20\|0.34\|615.00\|641.01\|610.00\|106913;2026-06-11\|637.50\|2.96\|624.85\|648.00\|620.00\|113667;2026-06-12\|667.19\|4.66\|666.19\|680.99\|655.18\|153480;2026-06-15\|682.22\|2.25\|669.80\|687.66\|640.00\|125640;2026-06-16\|672.19\|-1.47\|680.00\|681.90\|660.36\|86768;2026-06-17\|704.22\|4.76\|660.39\|705.00\|657.00\|113479;2026-06-18\|721.04\|2.39\|704.98\|733.88\|703.70\|104611;2026-06-22\|745.00\|3.32\|739.98\|758.00\|723.47\|107527;2026-06-23\|747.49\|0.33\|748.72\|762.00\|721.00\|99686;2026-06-24\|770.07\|3.02\|727.07\|774.50\|727.00\|131088;2026-06-25\|798.00\|3.63\|778.00\|810.00\|775.00\|118840;2026-06-26\|813.37\|1.93\|795.00\|828.00\|782.17\|124031;2026-06-29\|860.19\|5.76\|814.03\|875.86\|805.88\|150335;2026-06-30\|884.56\|2.83\|890.00\|905.56\|873.53\|127687;2026-07-01\|935.36\|5.74\|884.56\|968.00\|884.56\|146117;2026-07-02\|841.82\|-10.00\|870.00\|884.00\|841.82\|121210;2026-07-03\|816.00\|-2.98\|799.01\|846.38\|775.00\|165854;2026-07-06\|803.60\|-1.52\|832.31\|834.80\|767.97\|152427;2026-07-07\|806.39\|0.35\|794.23\|835.01\|778.69\|130918;2026-07-08\|802.32\|-0.50\|806.39\|830.02\|768.00\|148075;2026-07-09\|878.43\|9.49\|817.42\|880.98\|815.00\|158615;2026-07-10\|801.00\|-8.81\|886.46\|905.00\|800.99\|193858;2026-07-13\|764.30\|-4.58\|795.61\|813.70\|755.00\|163142;2026-07-14\|774.20\|1.30\|763.00\|782.50\|728.01\|167044;2026-07-15\|742.66\|-4.07\|789.00\|793.00\|736.50\|122659;2026-07-16\|702.76\|-5.37\|732.96\|745.65\|693.70\|135093;2026-07-17\|677.00\|-3.67\|693.30\|707.78\|660.01\|166186;2026-07-20\|676.91\|-0.01\|704.00\|716.66\|659.10\|174832;2026-07-21\|744.60\|10.00\|699.00\|744.60\|678.43\|148376;2026-07-22\|764.00\|2.61\|788.00\|809.00\|751.00\|223271;2026-07-23\|740.00\|-3.14\|764.77\|769.00\|723.00\|136405;2026-07-24\|757.00\|2.30\|720.01\|778.80\|716.00\|158621;2026-07-27\|770.00\|1.72\|740.30\|778.00\|723.14\|142356;2026-07-28\|715.00\|-7.14\|745.20\|771.99\|710.01\|130860;2026-07-29\|706.39\|-1.20\|715.58\|727.36\|664.02\|157943;2026-07-30\|668.07\|-5.42\|688.08\|711.73\|643.50\|163296;2026-07-31\|687.00\|2.83\|728.00\|728.00\|686.35\|138743;2026-08-03\|641.30\|-6.65\|685.00\|689.55\|636.45\|131412;2026-08-04\|687.00\|7.13\|640.00\|698.00\|632.01\|145006;2026-08-05\|734.20\|6.87\|695.00\|745.10\|679.00\|137719;2026-08-06\|742.50\|1.13\|717.50\|764.68\|709.00\|107590;2026-08-07\|751.99\|1.28\|740.50\|762.43\|736.92\|85360;2026-08-10\|760.00\|1.07\|752.04\|778.00\|744.66\|87286;2026-08-11\|746.10\|-1.83\|753.03\|767.74\|742.55\|67209;2026-08-12\|760.00\|1.86\|752.00\|767.99\|746.95\|64962;2026-08-13\|738.60\|-2.82\|768.37\|773.40\|738.00\|82142;2026-08-14\|738.66\|0.01\|743.84\|746.60\|728.00\|67210;2026-08-17\|765.97\|3.70\|738.50\|766.32\|732.23\|78452;2026-08-18\|777.00\|1.44\|770.00\|785.90\|757.25\|81666;2026-08-19\|712.95\|-8.24\|753.88\|757.00\|708.11\|108919;2026-08-20\|712.55\|-0.06\|726.01\|739.15\|704.25\|79373;2026-08-21\|714.43\|0.26\|712.00\|725.68\|709.00\|57984;2026-08-24\|707.90\|-0.91\|714.00\|725.80\|695.87\|77787;2026-08-25\|700.40\|-1.06\|707.50\|707.50\|676.66\|75217;2026-08-26\|700.70\|0.04\|671.30\|717.88\|669.01\|97963;2026-08-27\|718.00\|2.47\|700.80\|720.00\|693.70\|61554;2026-08-28\|697.51\|-2.85\|717.00\|724.51\|697.00\|56463;2026-08-31\|699.79\|0.33\|683.56\|699.79\|672.18\|67290;2026-09-01\|667.70\|-4.59\|692.00\|698.00\|664.44\|75448;2026-09-02\|667.00\|-0.10\|660.00\|671.53\|650.20\|59030;2026-09-03\|655.84\|-1.67\|669.90\|672.99\|649.01\|55641;2026-09-04\|638.17\|-2.69\|665.00\|666.98\|633.27\|67659;2026-09-07\|660.65\|3.52\|652.21\|667.86\|652.02\|80581;2026-09-08\|647.87\|-1.93\|660.60\|664.13\|643.90\|58108;2026-09-09\|646.40\|-0.23\|655.00\|655.60\|641.99\|38015;2026-09-10\|638.64\|-1.20\|645.88\|647.50\|635.87\|38943;2026-09-11\|634.00\|-0.73\|628.08\|636.83\|613.84\|66181
119820	长鑫科技7月16日启动申购	涨停揭秘：长鑫存储过会催化国产芯片设备链情绪，恒运昌作为半导体核心零部件供应商受益明显；涨停缘由：2025年研发投入增45.01%，Cedar系列射频电源完成验证，上游元器件全国产化方案已确定，公司明确将通过并购增强等离子体工艺核心零部件供应能力；资金逻辑：6月9日融资买入3315万元，融资余额1.46亿元，两融资金连续三日净流入，叠加每股派息0.8元（股权登记日6月17日）强化短期资金关注度；风险提示：2026年一季度净利润同比下滑，主因行业周期波动、政府补助减少及资产减值计提，当前动态市盈率高达193倍，估值承压	2026-01上市	2026-05-08\|343.60\|4.19\|325.08\|347.55\|319.12\|13904;2026-05-11\|375.00\|9.14\|346.99\|386.20\|338.17\|17977;2026-05-12\|412.00\|9.87\|375.00\|425.49\|375.00\|19445;2026-05-13\|430.72\|4.54\|390.90\|444.00\|390.00\|14896;2026-05-14\|424.86\|-1.36\|430.71\|450.80\|415.03\|11440;2026-05-15\|446.05\|4.99\|421.01\|467.29\|417.69\|15643;2026-05-18\|449.00\|0.66\|450.00\|485.00\|421.12\|15330;2026-05-19\|448.05\|-0.21\|429.81\|458.00\|426.00\|12638;2026-05-20\|490.50\|9.47\|443.18\|494.04\|443.18\|13812;2026-05-21\|433.00\|-11.72\|505.00\|508.99\|423.10\|15973;2026-05-22\|425.12\|-1.82\|434.00\|439.99\|412.00\|11548;2026-05-25\|419.08\|-1.42\|426.12\|433.00\|402.04\|11380;2026-05-26\|400.00\|-4.55\|424.99\|425.00\|391.40\|12860;2026-05-27\|380.30\|-4.92\|401.01\|405.00\|375.11\|10478;2026-05-28\|380.15\|-0.04\|379.00\|383.43\|370.04\|6351;2026-05-29\|349.90\|-7.96\|381.00\|382.54\|347.00\|10484;2026-06-01\|333.00\|-4.83\|350.00\|354.98\|331.00\|9591;2026-06-02\|331.75\|-0.38\|335.00\|338.96\|322.10\|6327;2026-06-03\|336.69\|1.49\|332.96\|347.00\|328.06\|8767;2026-06-04\|337.12\|0.13\|328.97\|343.88\|323.00\|8674;2026-06-05\|347.28\|3.01\|330.97\|361.76\|326.21\|12037;2026-06-08\|322.59\|-7.11\|327.31\|335.44\|317.19\|9907;2026-06-09\|370.97\|15.00\|328.88\|382.00\|326.66\|16418;2026-06-10\|365.40\|-1.50\|363.13\|381.96\|356.20\|9962;2026-06-11\|372.58\|1.97\|361.00\|392.51\|361.00\|13852;2026-06-12\|378.47\|1.58\|381.00\|405.98\|376.14\|16415;2026-06-15\|371.53\|-1.83\|380.00\|387.70\|360.88\|10554;2026-06-16\|388.85\|4.66\|371.50\|392.00\|363.38\|9297;2026-06-17\|383.00\|-1.50\|383.00\|393.80\|367.13\|13903;2026-06-18\|405.00\|5.97\|380.00\|416.88\|375.90\|12773;2026-06-22\|408.20\|0.79\|403.40\|418.27\|387.30\|10444;2026-06-23\|421.88\|3.35\|400.21\|436.50\|390.38\|12998;2026-06-24\|453.85\|7.58\|410.96\|454.99\|410.88\|12913;2026-06-25\|436.00\|-3.93\|455.00\|462.98\|431.29\|11392;2026-06-26\|449.98\|3.21\|436.13\|459.00\|415.00\|10465;2026-06-29\|474.99\|5.56\|448.93\|475.88\|420.24\|11597;2026-06-30\|484.03\|1.90\|472.00\|498.74\|460.05\|9928;2026-07-01\|432.00\|-10.75\|478.00\|482.52\|408.00\|16754;2026-07-02\|387.50\|-10.30\|400.19\|415.99\|383.21\|11804;2026-07-03\|376.15\|-2.93\|392.87\|393.12\|370.00\|7234;2026-07-06\|371.00\|-1.37\|380.00\|382.00\|348.00\|9713;2026-07-07\|382.10\|2.99\|363.00\|391.48\|360.00\|9296;2026-07-08\|385.77\|0.96\|382.10\|403.19\|370.33\|6414;2026-07-09\|424.00\|9.91\|388.13\|431.00\|388.13\|8887;2026-07-10\|398.97\|-5.90\|424.00\|429.00\|388.00\|9318;2026-07-13\|353.00\|-11.52\|389.98\|397.15\|350.00\|6684;2026-07-14\|366.88\|3.93\|354.98\|368.99\|345.00\|6406;2026-07-15\|343.98\|-6.24\|367.00\|375.00\|343.00\|6961;2026-07-16\|332.00\|-3.48\|337.96\|347.87\|325.88\|5603;2026-07-17\|295.00\|-11.14\|323.68\|326.85\|295.00\|5865;2026-07-20\|275.97\|-6.45\|299.49\|307.00\|267.00\|7192;2026-07-21\|302.19\|9.50\|279.97\|304.97\|260.17\|9104;2026-07-22\|295.88\|-2.09\|290.69\|311.33\|290.17\|7712;2026-07-23\|286.00\|-3.34\|295.51\|302.88\|285.26\|4869;2026-07-24\|295.29\|3.25\|280.13\|306.38\|280.13\|5479;2026-07-27\|301.46\|2.09\|293.80\|303.00\|285.88\|4328;2026-07-28\|262.41\|-12.95\|290.00\|297.65\|252.08\|14802;2026-07-29\|251.88\|-4.01\|258.00\|258.50\|236.00\|9191;2026-07-30\|229.70\|-8.81\|246.00\|253.98\|228.98\|8045;2026-07-31\|238.80\|3.96\|246.00\|256.20\|238.01\|7228;2026-08-03\|224.00\|-6.20\|238.00\|238.99\|222.22\|9623;2026-08-04\|236.70\|5.67\|226.00\|237.80\|220.37\|6458;2026-08-05\|254.00\|7.31\|238.00\|257.68\|237.00\|9605;2026-08-06\|261.80\|3.07\|248.30\|265.86\|247.00\|8385;2026-08-07\|273.56\|4.49\|263.84\|273.84\|257.00\|8590;2026-08-10\|277.00\|1.26\|276.00\|280.98\|268.04\|7672;2026-08-11\|277.00\|0.00\|275.48\|283.43\|266.01\|6031;2026-08-12\|282.55\|2.00\|281.00\|288.00\|277.93\|6785;2026-08-13\|280.43\|-0.75\|287.48\|296.63\|279.00\|8230;2026-08-14\|287.50\|2.52\|284.78\|289.00\|280.30\|5785;2026-08-17\|296.88\|3.26\|289.99\|298.00\|286.18\|5376;2026-08-18\|294.23\|-0.89\|299.85\|299.85\|288.73\|6452;2026-08-19\|271.75\|-7.64\|284.44\|292.00\|270.16\|7830;2026-08-20\|270.50\|-0.46\|276.56\|280.00\|266.60\|5324;2026-08-21\|268.90\|-0.59\|270.00\|272.66\|262.43\|5386;2026-08-24\|273.50\|1.71\|268.88\|276.23\|263.02\|5815;2026-08-25\|268.95\|-1.66\|267.00\|272.60\|252.01\|4460;2026-08-26\|266.68\|-0.84\|269.44\|272.00\|260.00\|3735;2026-08-27\|275.11\|3.16\|269.65\|276.04\|262.07\|4576;2026-08-28\|263.00\|-4.40\|277.89\|277.89\|262.50\|5023;2026-08-31\|275.79\|4.86\|254.00\|275.99\|252.16\|6571;2026-09-01\|262.69\|-4.75\|273.32\|276.48\|262.00\|5244;2026-09-02\|277.10\|5.49\|261.00\|278.44\|255.21\|7323;2026-09-03\|283.60\|2.35\|281.59\|301.08\|280.02\|9543;2026-09-04\|280.88\|-0.96\|292.77\|297.77\|278.51\|9678;2026-09-07\|301.36\|7.29\|286.63\|305.99\|286.00\|10964;2026-09-08\|303.88\|0.84\|297.42\|305.00\|294.88\|6648;2026-09-09\|295.61\|-2.72\|300.49\|305.89\|289.11\|5625;2026-09-10\|297.76\|0.73\|292.00\|298.44\|286.00\|3332;2026-09-11\|283.05\|-4.94\|293.23\|293.52\|282.56\|3913
119819	长鑫科技7月16日启动申购	涨停揭秘：12英寸静电卡盘已验证并小规模量产，切入存储芯片晶圆制造前道设备供应链；涨停缘由：半导体设备零部件自主可控加速+存储芯片产能扩张+前道设备国产化率提升+卡盘技术壁垒高；资金逻辑：产业基金与硬科技主题基金联合建仓，融资余额周增幅达22%，资金押注卡位稀缺性；风险提示：前道设备零部件验证周期长、客户导入慢，当前量产规模较小，业绩释放尚需时日	公司12英寸静电卡盘已验证并小规模量产，产品用于存储芯片等晶圆制造前道设备，实现国产替代	2026-05-08\|103.60\|-3.63\|105.01\|107.88\|102.01\|163363;2026-05-11\|112.88\|8.96\|104.03\|115.89\|103.66\|242042;2026-05-12\|112.39\|-0.43\|112.00\|113.88\|110.20\|150460;2026-05-13\|119.87\|6.66\|110.20\|119.99\|108.90\|178564;2026-05-14\|119.05\|-0.68\|120.99\|123.13\|114.80\|204001;2026-05-15\|125.20\|5.17\|120.00\|134.56\|117.20\|248136;2026-05-18\|124.30\|-0.72\|125.19\|130.00\|122.56\|186937;2026-05-19\|120.20\|-3.30\|119.89\|121.38\|113.66\|159667;2026-05-20\|124.60\|3.66\|120.00\|125.00\|119.52\|142974;2026-05-21\|113.88\|-8.60\|128.00\|128.90\|113.80\|161749;2026-05-22\|117.04\|2.77\|113.92\|117.70\|111.00\|106575;2026-05-25\|112.46\|-3.91\|117.04\|117.04\|111.00\|154721;2026-05-26\|103.55\|-7.92\|111.01\|111.34\|99.12\|181366;2026-05-27\|97.50\|-5.84\|103.55\|104.49\|96.67\|138651;2026-05-28\|99.03\|1.57\|97.43\|99.15\|96.01\|115741;2026-05-29\|92.54\|-6.55\|99.22\|99.80\|91.86\|112166;2026-06-01\|89.39\|-3.40\|92.51\|93.88\|89.19\|82176;2026-06-02\|89.37\|-0.02\|89.59\|90.78\|86.86\|83516;2026-06-03\|97.80\|9.56\|89.88\|102.59\|89.00\|185454;2026-06-04\|107.99\|10.42\|96.00\|113.48\|94.75\|252226;2026-06-05\|108.01\|0.02\|107.49\|112.88\|106.20\|187212;2026-06-08\|102.00\|-5.56\|105.86\|109.50\|101.50\|152617;2026-06-09\|113.00\|10.78\|103.46\|113.08\|100.05\|192300;2026-06-10\|106.80\|-5.49\|112.38\|113.70\|105.18\|138920;2026-06-11\|110.10\|3.09\|106.81\|113.72\|106.75\|171620;2026-06-12\|108.55\|-1.41\|117.00\|121.00\|107.50\|256815;2026-06-15\|114.66\|5.63\|114.21\|116.00\|107.00\|188505;2026-06-16\|112.85\|-1.58\|116.72\|118.15\|110.91\|154939;2026-06-17\|124.67\|10.47\|110.50\|125.20\|109.55\|219358;2026-06-18\|121.77\|-2.33\|122.69\|123.70\|118.04\|194191;2026-06-22\|126.32\|3.74\|122.00\|131.77\|121.00\|208603;2026-06-23\|131.93\|4.44\|125.05\|138.74\|125.02\|242372;2026-06-24\|150.60\|14.15\|129.93\|151.58\|129.28\|236681;2026-06-25\|150.42\|-0.12\|157.00\|158.00\|149.00\|168275;2026-06-26\|167.66\|11.46\|148.01\|173.77\|148.01\|214264;2026-06-29\|177.00\|5.57\|170.00\|178.90\|158.50\|259726;2026-06-30\|180.07\|1.73\|180.00\|186.88\|175.00\|173992;2026-07-01\|184.48\|2.45\|178.60\|191.56\|175.86\|180792;2026-07-02\|154.06\|-16.49\|171.45\|176.00\|152.00\|254765;2026-07-03\|150.00\|-2.64\|152.92\|156.30\|146.02\|140930;2026-07-06\|145.90\|-2.73\|151.36\|152.50\|140.37\|120082;2026-07-07\|146.61\|0.49\|144.84\|151.24\|142.06\|98999;2026-07-08\|142.07\|-3.10\|147.77\|148.25\|135.46\|123385;2026-07-09\|156.30\|10.02\|146.40\|157.29\|141.00\|143171;2026-07-10\|145.57\|-6.87\|155.02\|161.56\|145.45\|149570;2026-07-13\|141.06\|-3.10\|148.48\|149.99\|140.00\|134918;2026-07-14\|140.00\|-0.75\|141.71\|144.68\|132.01\|121001;2026-07-15\|132.54\|-5.33\|142.01\|142.85\|130.58\|97930;2026-07-16\|121.11\|-8.62\|127.23\|132.82\|120.03\|141968;2026-07-17\|106.06\|-12.43\|119.09\|121.66\|104.77\|139710;2026-07-20\|92.35\|-12.93\|110.00\|111.40\|89.24\|162227;2026-07-21\|107.17\|16.05\|94.21\|108.17\|84.70\|202673;2026-07-22\|100.90\|-5.85\|104.99\|108.98\|100.00\|149297;2026-07-23\|95.15\|-5.70\|101.95\|102.84\|94.10\|134789;2026-07-24\|94.60\|-0.58\|93.44\|96.12\|91.30\|140075;2026-07-27\|100.10\|5.81\|94.60\|101.00\|89.59\|136708;2026-07-28\|93.01\|-7.08\|100.00\|104.28\|92.60\|139088;2026-07-29\|88.08\|-5.30\|92.59\|94.10\|83.31\|155067;2026-07-30\|78.84\|-10.49\|86.75\|87.68\|78.02\|142202;2026-07-31\|84.60\|7.31\|86.00\|90.80\|84.00\|163591;2026-08-03\|77.45\|-8.45\|84.60\|84.88\|76.50\|131905;2026-08-04\|85.55\|10.46\|78.00\|87.06\|76.93\|155345;2026-08-05\|93.73\|9.56\|86.00\|95.53\|85.80\|152054;2026-08-06\|95.57\|1.96\|91.50\|98.50\|90.10\|136821;2026-08-07\|100.94\|5.62\|95.84\|101.98\|93.10\|125520;2026-08-10\|105.02\|4.04\|101.01\|106.98\|101.01\|152824;2026-08-11\|103.50\|-1.45\|102.72\|107.33\|100.50\|109746;2026-08-12\|106.21\|2.62\|104.22\|109.50\|103.23\|121840;2026-08-13\|102.97\|-3.05\|107.65\|108.78\|102.94\|101578;2026-08-14\|105.33\|2.29\|104.05\|106.86\|103.47\|75964;2026-08-17\|109.09\|3.57\|105.99\|111.20\|103.27\|97635;2026-08-18\|113.58\|4.12\|109.12\|115.49\|109.12\|148163;2026-08-19\|103.83\|-8.58\|109.14\|111.31\|102.42\|140048;2026-08-20\|99.80\|-3.88\|104.01\|105.00\|98.61\|156183;2026-08-21\|98.27\|-1.53\|99.91\|101.80\|95.64\|107780;2026-08-24\|102.90\|4.71\|103.61\|106.00\|97.76\|180935;2026-08-25\|99.34\|-3.46\|100.48\|101.56\|94.24\|119853;2026-08-26\|98.99\|-0.35\|99.67\|100.59\|96.52\|80766;2026-08-27\|103.04\|4.09\|99.13\|103.55\|97.21\|93158;2026-08-28\|98.45\|-4.45\|102.50\|103.74\|98.28\|83048;2026-08-31\|99.85\|1.42\|96.09\|100.10\|95.20\|74051;2026-09-01\|94.66\|-5.20\|99.20\|100.30\|94.54\|75132;2026-09-02\|92.98\|-1.77\|92.80\|94.18\|91.32\|61797;2026-09-03\|91.98\|-1.08\|93.53\|94.66\|90.07\|62122;2026-09-04\|86.92\|-5.50\|92.62\|94.26\|86.25\|81905;2026-09-07\|90.09\|3.65\|88.30\|91.06\|86.60\|86667;2026-09-08\|89.56\|-0.59\|89.89\|91.90\|88.28\|66399;2026-09-09\|88.74\|-0.92\|90.51\|91.88\|88.11\|47614;2026-09-10\|88.65\|-0.10\|88.25\|89.50\|87.10\|40612;2026-09-11\|85.79\|-3.23\|88.44\|88.45\|82.91\|52946
119818	长鑫科技7月16日启动申购	半导体材料+硅烷偶联剂+橡胶助剂 1、据2026年7月1日互动易，公司生产的硅烷偶联剂除用于橡胶助剂外，还可用于玻纤及树脂等领域。 2、据2026年5月23日公告及2026年6月5日互动易，公司拟收购的波米科技产品包含应用于第三代半导体及先进封装的光敏性聚酰亚胺涂层材料。 3、据2026年3月27日年报，公司是全球橡胶助剂产品序列最齐全的供应商之一，防焦剂CTP产销量约占全球60%以上市场份额，不溶性硫磺市场份额国内第一。	公司拟收购的波米科技产品包含应用于第三代半导体及先进封装的光敏性聚酰亚胺涂层材料	2026-05-08\|12.22\|-1.61\|12.35\|12.36\|12.15\|100237;2026-05-11\|12.68\|3.76\|12.27\|12.78\|12.27\|169844;2026-05-12\|12.48\|-1.58\|12.67\|12.67\|12.21\|147957;2026-05-13\|12.55\|0.56\|12.40\|12.60\|12.22\|110619;2026-05-14\|13.51\|7.65\|12.61\|13.96\|12.54\|551284;2026-05-15\|13.21\|-2.22\|13.40\|13.67\|13.09\|286119;2026-05-18\|13.01\|-0.91\|13.11\|13.22\|12.72\|172369;2026-05-19\|13.22\|1.61\|12.93\|13.33\|12.85\|174873;2026-05-20\|12.96\|-1.97\|13.36\|13.63\|12.89\|193400;2026-05-21\|12.16\|-6.17\|12.94\|13.19\|12.11\|216613;2026-05-22\|12.54\|3.12\|12.17\|12.65\|12.09\|139021;2026-05-25\|12.82\|2.23\|12.60\|13.10\|12.26\|182793;2026-05-26\|12.08\|-5.77\|12.74\|12.82\|11.92\|181285;2026-05-27\|11.60\|-3.97\|12.00\|12.12\|11.50\|142005;2026-05-28\|11.80\|1.72\|11.61\|11.87\|11.58\|92165;2026-05-29\|11.03\|-6.53\|11.80\|11.80\|10.91\|185394;2026-06-01\|11.35\|2.90\|10.94\|11.50\|10.92\|120292;2026-06-02\|11.49\|1.23\|11.30\|11.84\|11.11\|117351;2026-06-03\|12.20\|6.18\|11.43\|12.26\|11.43\|254271;2026-06-04\|12.42\|1.80\|12.05\|12.60\|12.00\|178673;2026-06-05\|13.21\|6.36\|12.30\|13.85\|12.26\|385668;2026-06-08\|12.80\|-3.10\|13.21\|13.53\|12.69\|268680;2026-06-09\|13.29\|3.83\|12.81\|13.60\|12.75\|236457;2026-06-10\|13.37\|0.60\|13.03\|13.82\|13.03\|184141;2026-06-11\|13.56\|1.42\|13.36\|14.41\|13.19\|254558;2026-06-12\|12.73\|-6.12\|13.67\|13.67\|12.66\|309073;2026-06-15\|11.43\|-10.21\|11.44\|12.25\|11.15\|542599;2026-06-16\|12.04\|5.34\|11.32\|12.15\|11.17\|374797;2026-06-17\|12.55\|4.24\|11.86\|12.94\|11.80\|346147;2026-06-18\|11.97\|-4.62\|12.28\|12.48\|11.91\|196484;2026-06-22\|13.25\|10.69\|11.99\|13.27\|11.94\|378741;2026-06-23\|12.76\|-3.70\|13.20\|13.25\|12.72\|204907;2026-06-24\|12.71\|-0.39\|12.69\|12.99\|12.37\|175333;2026-06-25\|12.05\|-5.19\|12.60\|13.00\|11.93\|219670;2026-06-26\|12.15\|0.83\|11.85\|12.56\|11.66\|219685;2026-06-29\|11.79\|-2.96\|12.11\|12.59\|11.56\|213458;2026-06-30\|12.60\|6.87\|11.69\|12.61\|11.37\|242672;2026-07-01\|15.12\|20.00\|12.49\|15.12\|12.45\|1018714;2026-07-02\|14.41\|-4.70\|14.80\|14.80\|13.95\|844720;2026-07-03\|13.54\|-6.04\|14.70\|14.91\|13.51\|535727;2026-07-06\|12.88\|-4.87\|13.81\|13.95\|12.81\|354128;2026-07-07\|12.97\|0.70\|12.71\|13.50\|12.51\|487387;2026-07-08\|11.76\|-9.33\|12.85\|13.24\|11.76\|422276;2026-07-09\|12.94\|10.03\|11.80\|12.95\|11.47\|436307;2026-07-10\|11.67\|-9.81\|12.67\|12.75\|11.61\|609305;2026-07-13\|10.29\|-11.83\|11.39\|11.44\|10.28\|417187;2026-07-14\|9.97\|-3.11\|10.30\|10.30\|9.67\|255445;2026-07-15\|9.88\|-0.90\|9.95\|10.03\|9.68\|166181;2026-07-16\|9.62\|-2.63\|9.75\|9.87\|9.61\|159632;2026-07-17\|9.37\|-2.60\|9.62\|9.71\|9.36\|150996;2026-07-20\|8.89\|-5.12\|9.30\|9.44\|8.73\|153489;2026-07-21\|9.41\|5.85\|9.05\|9.44\|8.89\|154933;2026-07-22\|9.08\|-3.51\|9.32\|9.37\|9.05\|124236;2026-07-23\|9.17\|0.99\|9.02\|9.23\|8.89\|132035;2026-07-24\|8.94\|-2.51\|9.02\|9.14\|8.94\|93376;2026-07-27\|9.13\|2.13\|8.92\|9.14\|8.90\|92020;2026-07-28\|9.01\|-1.31\|9.07\|9.18\|8.96\|100544;2026-07-29\|9.16\|1.66\|9.01\|9.16\|8.87\|120632;2026-07-30\|9.14\|-0.22\|9.09\|9.23\|9.02\|104821;2026-07-31\|9.34\|2.19\|9.36\|9.49\|9.30\|154294;2026-08-03\|9.44\|1.07\|9.37\|9.44\|9.23\|89646;2026-08-04\|9.50\|0.64\|9.43\|9.55\|9.39\|116557;2026-08-05\|9.70\|2.11\|9.53\|9.73\|9.45\|149948;2026-08-06\|9.68\|-0.21\|9.63\|9.70\|9.51\|122508;2026-08-07\|9.64\|-0.41\|9.70\|9.70\|9.45\|105491;2026-08-10\|9.79\|1.56\|9.70\|9.79\|9.54\|121549;2026-08-11\|9.67\|-1.23\|9.73\|9.77\|9.62\|75238;2026-08-12\|9.69\|0.21\|9.71\|9.74\|9.65\|63702;2026-08-13\|9.45\|-2.48\|9.80\|9.80\|9.45\|110150;2026-08-14\|9.66\|2.22\|9.46\|9.71\|9.46\|112178;2026-08-17\|10.02\|3.73\|9.68\|10.03\|9.55\|155418;2026-08-18\|9.85\|-1.70\|10.04\|10.04\|9.79\|96708;2026-08-19\|9.46\|-3.96\|9.76\|9.76\|9.42\|117699;2026-08-20\|9.69\|2.43\|9.63\|9.84\|9.60\|119381;2026-08-21\|9.61\|-0.83\|9.60\|9.68\|9.41\|71714;2026-08-24\|9.57\|-0.42\|9.66\|9.66\|9.45\|65772;2026-08-25\|9.64\|0.73\|9.48\|9.68\|9.45\|59476;2026-08-26\|9.72\|0.83\|9.67\|9.78\|9.60\|82309;2026-08-27\|9.87\|1.54\|9.69\|9.88\|9.69\|72323;2026-08-28\|9.85\|-0.20\|9.91\|9.96\|9.83\|70364;2026-08-31\|9.76\|-0.91\|9.71\|9.79\|9.61\|92710;2026-09-01\|9.83\|0.72\|9.74\|9.89\|9.72\|95680;2026-09-02\|9.65\|-1.83\|9.75\|9.78\|9.55\|81231;2026-09-03\|9.61\|-0.41\|9.69\|9.76\|9.52\|73421;2026-09-04\|9.54\|-0.73\|9.65\|9.79\|9.47\|108490;2026-09-07\|9.66\|1.26\|9.60\|9.70\|9.51\|69663;2026-09-08\|9.75\|0.93\|9.70\|9.79\|9.59\|89153;2026-09-09\|9.84\|0.92\|9.76\|9.85\|9.72\|106365;2026-09-10\|9.66\|-1.83\|9.76\|9.90\|9.63\|84828;2026-09-11\|10.06\|4.14\|9.68\|10.18\|9.35\|315830
119817	长鑫科技7月16日启动申购	拟收购芯翼+半导体封测+存储芯片行业原因：台积电Q4净利润大幅增长35%，季度营收首次突破1万亿新台币大关，预计2026年销售额增长近30%。台积电公布2026年资本支出计划最高将达560亿美元，较2025年实际支出409亿美元大幅增长37%，创下该公司历史新高。管理层表示，未来三年资本支出将显著增加。公司原因： 1、据2026年1月13日公告，公司拟以现金收购成都芯翼科技不低于51%股权，标的整体估值暂定为不超过6.75亿元，旨在向芯片设计延伸。 2、据2025年8月28日半年报，公司主营半导体封装测试，具备4-12英寸晶圆全流程封测能力，产品涵盖二极管、三极管、MOSFET、IC等，应用于消费电子、汽车电子、新能源。 3、据2025年9月4日公告，公司出资2000万元参股芯展速5.55%，标的企业专注AI时代企业级SSD主控芯片及全栈存储方案。	公司拟以3.36亿元收购成都芯翼60%股权，标的构建了覆盖芯片设计、流片管理、产品测试及应用支持的全流程研发和产业化体系，产品主要聚焦于计算机处理、感知与导控、雷达通信对抗等三大应用场景，重点研发产品包括通信接口芯片，模拟信号链芯片等	2026-05-08\|26.88\|2.36\|26.36\|27.40\|25.81\|251581;2026-05-11\|28.45\|5.84\|27.41\|28.48\|26.68\|310095;2026-05-12\|27.21\|-4.36\|28.17\|28.17\|27.07\|231361;2026-05-13\|27.59\|1.40\|26.58\|27.84\|26.32\|189310;2026-05-14\|27.20\|-1.41\|27.48\|27.95\|26.94\|189041;2026-05-15\|27.17\|-0.11\|27.41\|27.96\|26.70\|163820;2026-05-18\|27.72\|2.02\|26.90\|28.79\|26.80\|199708;2026-05-19\|29.55\|6.60\|27.17\|30.08\|27.02\|340921;2026-05-20\|30.73\|3.99\|29.11\|32.82\|28.88\|445376;2026-05-21\|30.21\|-1.69\|31.07\|32.00\|29.69\|425010;2026-05-22\|29.93\|-0.93\|30.00\|30.80\|28.98\|313218;2026-05-25\|31.62\|5.65\|29.73\|31.68\|28.75\|388083;2026-05-26\|30.40\|-3.86\|31.00\|31.04\|29.11\|287268;2026-05-27\|27.86\|-8.36\|30.10\|30.86\|27.86\|243862;2026-05-28\|27.79\|-0.25\|27.37\|28.29\|26.53\|180589;2026-05-29\|25.66\|-7.66\|27.95\|28.45\|25.33\|226124;2026-06-01\|25.28\|-1.48\|25.60\|26.58\|25.26\|151027;2026-06-02\|24.51\|-3.05\|25.19\|25.59\|24.31\|140946;2026-06-03\|24.80\|1.18\|24.61\|25.55\|24.43\|137832;2026-06-04\|24.63\|-0.69\|24.35\|25.18\|24.13\|112791;2026-06-05\|24.48\|-0.61\|24.27\|25.15\|23.37\|128217;2026-06-08\|22.95\|-6.25\|23.51\|24.12\|22.67\|112112;2026-06-09\|24.60\|7.19\|23.47\|24.66\|23.03\|140636;2026-06-10\|24.32\|-1.14\|24.24\|25.06\|23.86\|115355;2026-06-11\|25.02\|2.88\|24.01\|25.25\|23.92\|138581;2026-06-12\|30.02\|19.98\|29.38\|30.02\|28.01\|202933;2026-06-15\|30.04\|0.07\|31.50\|31.70\|27.86\|463920;2026-06-16\|28.65\|-4.63\|29.01\|29.19\|28.28\|305419;2026-06-17\|29.16\|1.78\|28.00\|29.42\|27.65\|256659;2026-06-18\|28.20\|-3.29\|28.87\|28.99\|28.13\|197632;2026-06-22\|28.73\|1.88\|28.29\|29.20\|28.16\|197200;2026-06-23\|29.95\|4.25\|28.28\|30.00\|27.77\|274678;2026-06-24\|30.78\|2.77\|29.05\|31.20\|28.15\|323554;2026-06-25\|29.83\|-3.09\|30.48\|30.80\|29.27\|237118;2026-06-26\|30.89\|3.55\|29.30\|31.46\|28.80\|275189;2026-06-29\|31.76\|2.82\|31.06\|32.49\|28.98\|291859;2026-06-30\|31.58\|-0.57\|32.12\|32.26\|30.60\|258768;2026-07-01\|29.45\|-6.74\|30.99\|31.38\|29.08\|284152;2026-07-02\|28.39\|-3.60\|28.53\|29.67\|27.38\|203714;2026-07-03\|26.80\|-5.60\|27.68\|27.99\|26.50\|195931;2026-07-06\|26.31\|-1.83\|27.07\|27.85\|25.57\|160683;2026-07-07\|26.45\|0.53\|26.08\|27.00\|25.94\|139110;2026-07-08\|25.60\|-3.21\|26.30\|26.93\|24.68\|142765;2026-07-09\|28.19\|10.12\|25.82\|28.49\|25.54\|234120;2026-07-10\|27.34\|-3.02\|28.12\|29.20\|27.20\|236711;2026-07-13\|25.46\|-6.88\|27.00\|27.41\|25.29\|165104;2026-07-14\|24.92\|-2.12\|25.11\|25.58\|23.50\|150822;2026-07-15\|23.33\|-6.38\|25.00\|25.19\|23.23\|137819;2026-07-16\|21.47\|-7.97\|22.68\|23.19\|21.36\|182282;2026-07-17\|19.21\|-10.53\|21.25\|21.70\|19.12\|161831;2026-07-20\|17.83\|-7.18\|19.68\|19.78\|17.31\|146583;2026-07-21\|19.00\|6.56\|17.93\|19.15\|16.45\|174546;2026-07-22\|18.48\|-2.74\|18.50\|19.29\|18.36\|133707;2026-07-23\|18.45\|-0.16\|18.47\|18.63\|17.89\|95705;2026-07-24\|18.13\|-1.73\|18.08\|18.66\|17.92\|81677;2026-07-27\|18.58\|2.48\|18.00\|18.61\|17.61\|85163;2026-07-28\|18.04\|-2.91\|18.34\|18.75\|17.93\|88103;2026-07-29\|18.15\|0.61\|17.90\|18.18\|17.37\|103642;2026-07-30\|17.37\|-4.30\|17.91\|18.10\|17.21\|94734;2026-07-31\|18.09\|4.15\|18.37\|18.76\|18.08\|134954;2026-08-03\|18.46\|2.05\|18.05\|18.46\|17.83\|91840;2026-08-04\|19.14\|3.68\|18.66\|19.23\|18.49\|120453;2026-08-05\|19.75\|3.19\|18.90\|19.84\|18.88\|137676;2026-08-06\|19.86\|0.56\|19.30\|20.12\|19.21\|132975;2026-08-07\|20.55\|3.47\|19.85\|20.55\|19.61\|135384;2026-08-10\|20.64\|0.44\|20.59\|20.68\|20.13\|89523;2026-08-11\|20.39\|-1.21\|20.55\|20.71\|20.27\|59420;2026-08-12\|20.71\|1.57\|20.47\|20.75\|20.40\|62248;2026-08-13\|20.15\|-2.70\|20.89\|21.05\|20.14\|87141;2026-08-14\|22.47\|11.51\|20.83\|23.80\|20.56\|311206;2026-08-17\|22.37\|-0.45\|22.28\|22.60\|21.76\|209337;2026-08-18\|22.16\|-0.94\|22.28\|22.99\|21.60\|150673;2026-08-19\|20.80\|-6.14\|21.51\|21.96\|20.72\|124830;2026-08-20\|20.79\|-0.05\|21.15\|21.36\|20.61\|85797;2026-08-21\|20.85\|0.29\|20.50\|20.94\|20.34\|66457;2026-08-24\|20.55\|-1.44\|20.84\|20.88\|20.07\|61050;2026-08-25\|20.84\|1.41\|20.30\|20.96\|19.86\|63654;2026-08-26\|20.55\|-1.39\|20.91\|20.92\|20.39\|53476;2026-08-27\|21.64\|5.30\|21.13\|21.64\|20.94\|122557;2026-08-28\|21.43\|-0.97\|21.52\|21.98\|21.41\|82267;2026-08-31\|21.85\|1.96\|21.00\|21.92\|20.94\|65469;2026-09-01\|21.70\|-0.69\|21.75\|21.88\|21.42\|56791;2026-09-02\|21.51\|-0.88\|21.44\|21.65\|21.27\|49446;2026-09-03\|21.53\|0.09\|21.73\|21.77\|21.23\|55046;2026-09-04\|21.03\|-2.32\|21.76\|21.92\|20.87\|63185;2026-09-07\|21.29\|1.24\|21.18\|21.52\|21.13\|54666;2026-09-08\|21.12\|-0.80\|21.29\|21.50\|21.06\|53059;2026-09-09\|20.90\|-1.04\|21.10\|21.53\|20.80\|51549;2026-09-10\|20.75\|-0.72\|20.70\|21.10\|20.58\|40385;2026-09-11\|20.46\|-1.40\|20.60\|20.60\|19.80\|59842
119816	长鑫科技7月16日启动申购	液冷服务器+半导体核心零部件+泛半导体行业原因：摩根士丹利对英伟达下一代Rubin机架进行了全面的物料清单（BOM）拆解，液冷方面，Vera Rubin服务器机架将采用全液冷设计（无风扇），每机架总散热内容价值（不含旁挂CDU）约为7.21万美元，较GB300的约6.46万美元增长约12%。公司原因： 1、据2026年5月27日投资者关系活动记录，公司在数据中心液冷领域主营CDU、Manifold等产品，主要应用于服务器及数据中心的液冷系统。 2、据2026年5月8日投资者关系活动记录，公司全资子公司拟投资20亿元建设半导体核心零部件项目，正处于前期筹备阶段，并探讨与核心客户进行产能共建、股权合作的可能。 3、据2025年年度报告，在泛半导体领域，公司产品已通过美国排名前二的半导体应用设备厂商认证并成为其一级供应商，填补了国内超高纯应用材料的空白。 4、据2026年4月28日年报及2026年一季报，公司2026年一季度营收7.68亿元，同比增长14.15%，其中泛半导体业务收入及新签订单呈现良好增长态势。	公司有部分产品已经成功应用到洁净、清洗等领域，光刻机领域根据结构图纸是有机会可以使用到公司的真空系统产品，表示努力试图跟ASML接触	2026-05-08\|53.12\|-2.99\|54.00\|54.39\|53.10\|155147;2026-05-11\|54.65\|2.88\|53.89\|55.86\|53.80\|204069;2026-05-12\|59.68\|9.20\|54.57\|59.95\|54.40\|488516;2026-05-13\|59.20\|-0.80\|58.50\|59.49\|57.52\|261878;2026-05-14\|62.91\|6.27\|60.55\|65.00\|58.98\|500747;2026-05-15\|63.43\|0.83\|62.90\|67.90\|61.61\|451341;2026-05-18\|61.89\|-2.43\|63.44\|64.99\|61.39\|335499;2026-05-19\|67.11\|8.43\|61.50\|68.80\|61.27\|396251;2026-05-20\|68.68\|2.34\|66.57\|68.96\|65.18\|352446;2026-05-21\|63.40\|-7.69\|67.67\|68.80\|63.18\|347829;2026-05-22\|66.80\|5.36\|63.95\|68.50\|63.21\|276901;2026-05-25\|67.94\|1.71\|66.80\|69.00\|64.11\|374699;2026-05-26\|61.36\|-9.69\|65.96\|66.00\|60.00\|376633;2026-05-27\|57.06\|-7.01\|60.54\|61.49\|56.75\|290231;2026-05-28\|61.21\|7.27\|56.83\|62.00\|56.70\|262480;2026-05-29\|56.24\|-8.12\|61.20\|61.20\|55.80\|201389;2026-06-01\|54.25\|-3.54\|56.00\|57.18\|54.00\|123490;2026-06-02\|53.83\|-0.77\|54.32\|55.58\|53.13\|143100;2026-06-03\|54.20\|0.69\|53.51\|55.85\|53.50\|146819;2026-06-04\|60.70\|11.99\|53.50\|61.98\|53.10\|358418;2026-06-05\|64.29\|5.91\|63.00\|68.50\|60.72\|465623;2026-06-08\|61.58\|-4.22\|61.78\|65.02\|60.66\|254679;2026-06-09\|73.90\|20.01\|63.90\|73.90\|63.10\|408194;2026-06-10\|72.90\|-1.35\|74.00\|74.89\|71.78\|352765;2026-06-11\|72.78\|-0.16\|71.70\|76.60\|71.42\|347668;2026-06-12\|73.14\|0.49\|79.21\|82.48\|73.00\|378515;2026-06-15\|75.41\|3.10\|73.00\|75.82\|70.14\|274807;2026-06-16\|75.30\|-0.15\|75.41\|76.58\|74.30\|233180;2026-06-17\|78.30\|3.98\|74.28\|79.10\|74.03\|258546;2026-06-18\|82.97\|5.96\|76.51\|83.33\|75.75\|325987;2026-06-22\|82.21\|-0.92\|83.63\|84.00\|78.25\|301650;2026-06-23\|78.84\|-4.10\|80.95\|81.80\|78.05\|203715;2026-06-24\|83.85\|6.35\|77.04\|85.48\|77.03\|238800;2026-06-25\|81.11\|-3.27\|83.99\|84.56\|79.86\|242373;2026-06-26\|92.90\|14.54\|81.80\|97.33\|81.60\|508498;2026-06-29\|103.60\|11.52\|96.53\|105.36\|94.70\|487276;2026-06-30\|100.46\|-3.03\|102.52\|106.78\|98.03\|312806;2026-07-01\|103.88\|3.40\|102.47\|107.60\|99.03\|302153;2026-07-02\|94.01\|-9.50\|100.99\|101.04\|93.86\|259584;2026-07-03\|91.55\|-2.62\|95.00\|96.00\|89.88\|187178;2026-07-06\|86.99\|-4.98\|92.06\|92.56\|83.58\|221949;2026-07-07\|87.88\|1.02\|85.87\|90.15\|85.08\|162638;2026-07-08\|86.26\|-1.84\|88.88\|89.96\|81.01\|192109;2026-07-09\|95.00\|10.13\|87.81\|96.00\|86.50\|238933;2026-07-10\|83.35\|-12.26\|96.00\|96.00\|83.14\|283124;2026-07-13\|79.52\|-4.60\|83.75\|85.94\|78.80\|197383;2026-07-14\|78.78\|-0.93\|80.79\|80.79\|75.50\|150904;2026-07-15\|73.37\|-6.81\|80.00\|81.66\|72.60\|146394;2026-07-16\|67.82\|-7.56\|71.48\|72.90\|67.16\|161976;2026-07-17\|62.51\|-7.83\|66.90\|68.50\|62.28\|169165;2026-07-20\|54.00\|-13.61\|64.00\|65.07\|51.60\|270120;2026-07-21\|60.62\|12.26\|54.65\|60.68\|50.02\|287136;2026-07-22\|57.36\|-5.38\|59.45\|60.82\|57.10\|186580;2026-07-23\|55.72\|-2.86\|57.75\|58.99\|55.12\|144549;2026-07-24\|56.18\|0.83\|54.72\|58.29\|54.00\|208574;2026-07-27\|59.72\|6.30\|56.18\|59.85\|54.71\|220833;2026-07-28\|55.90\|-6.40\|63.15\|67.05\|54.30\|599061;2026-07-29\|49.50\|-11.45\|53.26\|53.92\|47.22\|491783;2026-07-30\|44.02\|-11.07\|47.02\|48.75\|44.00\|366611;2026-07-31\|45.59\|3.57\|48.35\|49.72\|45.50\|326791;2026-08-03\|43.25\|-5.13\|46.27\|46.60\|43.01\|205699;2026-08-04\|47.49\|9.80\|44.00\|48.20\|43.50\|268919;2026-08-05\|52.50\|10.55\|47.50\|53.21\|47.11\|300200;2026-08-06\|54.90\|4.57\|51.77\|55.62\|51.00\|265689;2026-08-07\|59.28\|7.98\|54.78\|59.48\|53.70\|301710;2026-08-10\|59.61\|0.56\|59.10\|60.87\|57.58\|222544;2026-08-11\|58.05\|-2.62\|59.49\|60.13\|57.36\|185473;2026-08-12\|60.20\|3.70\|59.13\|61.99\|57.92\|245383;2026-08-13\|59.11\|-1.81\|60.83\|62.18\|59.01\|190849;2026-08-14\|59.82\|1.20\|60.10\|60.45\|58.40\|148118;2026-08-17\|63.46\|6.08\|60.11\|63.99\|59.64\|193733;2026-08-18\|62.27\|-1.88\|63.01\|63.89\|61.15\|163768;2026-08-19\|57.96\|-6.92\|60.29\|61.36\|57.63\|189752;2026-08-20\|58.03\|0.12\|59.12\|60.00\|57.42\|122959;2026-08-21\|58.10\|0.12\|57.30\|59.58\|56.56\|92446;2026-08-24\|59.12\|1.76\|58.09\|59.66\|57.02\|149474;2026-08-25\|57.54\|-2.67\|57.60\|58.45\|55.10\|145299;2026-08-26\|58.92\|2.40\|57.65\|59.58\|56.10\|131365;2026-08-27\|60.89\|3.34\|59.50\|62.08\|58.96\|134492;2026-08-28\|59.28\|-2.64\|60.64\|61.36\|59.07\|108601;2026-08-31\|59.27\|-0.02\|57.42\|59.57\|57.01\|107769;2026-09-01\|56.81\|-4.15\|59.02\|59.26\|56.43\|109617;2026-09-02\|56.12\|-1.21\|56.00\|57.60\|55.03\|177827;2026-09-03\|56.49\|0.66\|56.59\|57.66\|55.41\|129614;2026-09-04\|53.68\|-4.97\|56.71\|57.45\|53.18\|124279;2026-09-07\|55.53\|3.45\|54.64\|56.36\|53.78\|106812;2026-09-08\|55.14\|-0.70\|55.53\|56.88\|54.03\|115943;2026-09-09\|54.45\|-1.25\|55.03\|56.70\|54.27\|104055;2026-09-10\|53.60\|-1.56\|54.06\|54.48\|53.26\|70174;2026-09-11\|52.04\|-2.91\|53.03\|53.25\|50.24\|80158
119815	长鑫科技7月16日启动申购	涨停揭秘：长鑫科技IPO注册获批预示DRAM量产进程提速，精智达DRAM晶圆老化测试设备进入验证阶段；涨停缘由：公司DRAM晶圆老化测试设备已完成技术开发与测试，正推进客户验证，有望切入长鑫供应链；资金逻辑：资金提前布局半导体设备国产替代核心环节，精智达作为稀缺DRAM测试设备厂商获主题性资金关注；风险提示：设备验证周期长，订单落地存在不确定性；公司营收规模较小，业绩弹性需等待量产放量	公司半导体存储器件测试设备目前进展顺利，其中DRAM晶圆老化测试设备，已完成技术开发和测试等工作，进入验证阶段，DRAM测试机仍处于持续研发测试阶段	2026-05-08\|300.00\|-1.06\|298.02\|316.97\|297.24\|42408;2026-05-11\|344.28\|14.76\|307.00\|355.95\|306.44\|70538;2026-05-12\|355.14\|3.15\|338.00\|357.80\|333.00\|54709;2026-05-13\|360.00\|1.37\|342.88\|372.00\|334.00\|57511;2026-05-14\|348.30\|-3.25\|359.99\|367.00\|343.01\|44190;2026-05-15\|353.44\|1.48\|345.03\|377.00\|328.00\|70295;2026-05-18\|364.97\|3.26\|376.00\|402.97\|360.16\|109724;2026-05-19\|396.40\|8.61\|361.11\|398.33\|355.02\|72017;2026-05-20\|440.00\|11.00\|394.01\|447.57\|394.01\|68312;2026-05-21\|409.95\|-6.83\|441.00\|451.00\|404.04\|76754;2026-05-22\|416.97\|1.71\|418.00\|424.77\|395.00\|70523;2026-05-25\|430.94\|3.35\|402.66\|449.88\|398.00\|67678;2026-05-26\|404.98\|-6.02\|422.30\|425.90\|394.50\|66595;2026-05-27\|385.82\|-4.73\|409.00\|419.90\|382.05\|65288;2026-05-28\|395.89\|2.61\|383.74\|403.00\|379.67\|46337;2026-05-29\|367.00\|-7.30\|398.00\|398.78\|363.00\|62188;2026-06-01\|349.58\|-4.75\|364.33\|372.82\|346.00\|50564;2026-06-02\|348.19\|-0.40\|352.00\|358.00\|340.08\|55190;2026-06-03\|355.50\|2.10\|347.01\|372.00\|344.00\|59498;2026-06-04\|388.01\|9.14\|354.00\|395.00\|352.06\|69155;2026-06-05\|385.56\|-0.63\|379.07\|403.01\|379.07\|63066;2026-06-08\|375.10\|-2.71\|367.04\|393.80\|365.50\|52572;2026-06-09\|408.68\|8.95\|385.50\|412.50\|378.05\|75515;2026-06-10\|403.00\|-1.39\|407.73\|419.00\|391.58\|56903;2026-06-11\|412.55\|2.37\|396.00\|419.00\|396.00\|55477;2026-06-12\|414.48\|0.47\|443.10\|462.00\|404.95\|78525;2026-06-15\|468.00\|12.91\|413.00\|472.39\|405.05\|76500;2026-06-16\|498.00\|6.41\|470.00\|515.98\|463.00\|73162;2026-06-17\|542.28\|8.94\|499.00\|546.99\|490.11\|79940;2026-06-18\|566.00\|4.37\|531.43\|587.00\|512.00\|81236;2026-06-22\|566.20\|0.04\|561.18\|568.03\|530.16\|62426;2026-06-23\|549.00\|-3.04\|569.97\|569.97\|525.20\|52007;2026-06-24\|638.00\|16.21\|545.01\|639.00\|536.51\|74887;2026-06-25\|639.00\|0.16\|649.97\|653.66\|622.00\|46171;2026-06-26\|653.70\|2.30\|639.12\|676.00\|631.13\|59191;2026-06-29\|705.00\|7.85\|660.00\|709.88\|642.03\|61442;2026-06-30\|715.00\|1.42\|685.04\|734.40\|675.58\|51194;2026-07-01\|662.06\|-7.40\|724.95\|736.36\|652.20\|63996;2026-07-02\|582.07\|-12.08\|615.37\|630.00\|580.00\|78011;2026-07-03\|578.30\|-0.65\|566.00\|599.00\|552.27\|56656;2026-07-06\|563.00\|-2.65\|589.32\|589.32\|543.00\|50178;2026-07-07\|569.55\|1.16\|549.99\|587.88\|546.97\|42522;2026-07-08\|588.00\|3.24\|580.00\|624.95\|561.12\|51346;2026-07-09\|647.88\|10.18\|627.30\|648.88\|591.00\|55728;2026-07-10\|599.99\|-7.39\|649.93\|675.00\|592.96\|60426;2026-07-13\|569.35\|-5.11\|580.00\|628.00\|555.00\|67124;2026-07-14\|608.97\|6.96\|578.98\|629.88\|577.10\|62088;2026-07-15\|599.00\|-1.64\|632.00\|653.99\|590.05\|62933;2026-07-16\|584.00\|-2.50\|573.66\|619.88\|558.10\|56303;2026-07-17\|511.98\|-12.33\|578.00\|593.00\|508.00\|81751;2026-07-20\|457.51\|-10.64\|527.00\|549.00\|436.08\|81483;2026-07-21\|549.01\|20.00\|478.00\|549.01\|420.20\|79489;2026-07-22\|527.28\|-3.96\|533.00\|570.00\|523.00\|60354;2026-07-23\|480.74\|-8.83\|533.00\|533.00\|477.60\|56647;2026-07-24\|496.25\|3.23\|464.83\|514.00\|458.58\|52447;2026-07-27\|510.00\|2.77\|499.00\|522.70\|485.00\|52981;2026-07-28\|473.06\|-7.24\|493.10\|530.80\|467.00\|52802;2026-07-29\|440.31\|-6.92\|473.00\|488.00\|410.05\|69894;2026-07-30\|396.66\|-9.91\|435.50\|445.45\|387.62\|63479;2026-07-31\|411.70\|3.79\|452.04\|466.77\|408.00\|59200;2026-08-03\|371.88\|-9.67\|410.00\|410.00\|368.01\|49790;2026-08-04\|403.00\|8.37\|379.19\|407.00\|368.01\|51138;2026-08-05\|429.70\|6.63\|409.00\|444.00\|400.00\|63664;2026-08-06\|436.72\|1.63\|418.53\|455.00\|418.40\|44182;2026-08-07\|461.00\|5.56\|437.00\|469.99\|432.00\|51424;2026-08-10\|463.00\|0.43\|460.38\|479.87\|448.00\|50967;2026-08-11\|444.80\|-3.93\|468.00\|470.00\|432.50\|46504;2026-08-12\|458.27\|3.03\|452.69\|473.55\|445.24\|37451;2026-08-13\|482.56\|5.30\|470.07\|520.00\|450.68\|77057;2026-08-14\|498.99\|3.40\|497.00\|512.88\|479.00\|60545;2026-08-17\|542.00\|8.62\|507.00\|545.00\|498.60\|54997;2026-08-18\|565.22\|4.28\|540.00\|568.98\|532.59\|53194;2026-08-19\|491.99\|-12.96\|526.00\|535.00\|473.00\|72601;2026-08-20\|483.66\|-1.69\|491.00\|512.99\|469.84\|57030;2026-08-21\|484.79\|0.23\|478.00\|492.50\|470.99\|47890;2026-08-24\|465.29\|-4.02\|479.99\|492.00\|451.38\|43637;2026-08-25\|448.61\|-3.58\|450.00\|458.87\|431.79\|43182;2026-08-26\|459.75\|2.48\|450.58\|469.00\|440.00\|37335;2026-08-27\|513.50\|11.69\|467.00\|515.00\|453.00\|50852;2026-08-28\|491.95\|-4.20\|508.00\|526.68\|491.87\|46618;2026-08-31\|522.30\|6.17\|489.48\|525.00\|481.00\|58229;2026-09-01\|475.00\|-9.06\|522.00\|533.91\|471.90\|72594;2026-09-02\|483.42\|1.77\|454.95\|494.80\|454.95\|48131;2026-09-03\|480.64\|-0.58\|490.00\|492.88\|460.00\|41744;2026-09-04\|441.58\|-8.13\|492.00\|495.99\|434.18\|73619;2026-09-07\|491.00\|11.19\|463.35\|494.07\|458.03\|69213;2026-09-08\|487.95\|-0.62\|489.57\|506.90\|485.00\|45174;2026-09-09\|474.21\|-2.82\|493.18\|499.01\|471.58\|31741;2026-09-10\|468.80\|-1.14\|470.58\|479.00\|463.80\|27132;2026-09-11\|454.20\|-3.11\|461.00\|465.87\|438.00\|35136
119814	长鑫科技7月16日启动申购	定增扩产+功率半导体+AI机器视觉行业原因： 1、据证券时报6月9日报道，隔夜美股芯片股强势反弹，费城半导体指数涨5.61%，30只成份股全线上涨，英特尔、美光科技等大幅走高，提振A股半导体板块情绪。 2、英伟达CEO黄仁勋6月8日表示，SK海力士到2030年的晶圆产能翻倍计划仍难以满足需求，强化行业高景气预期。公司原因： 1、据2026年6月8日公告，公司拟向特定对象发行股票募资用于特色高压功率半导体晶圆代工项目，项目达产后预计新增IGBT、特高压VDMOS等产品代工产能6万片/月，将增强公司晶圆代工业务的规模效应。 2、据2026年6月3日互动易，控股子公司广芯微电子处于良性扩产中，已完成MOS场效应二极管、IGBT等多个工艺平台搭建，产品良率持续保持高位稳定，客户数量稳步增长。 3、据2026年5月8日投资者关系活动记录表，公司主营AiDC业务和功率半导体业务，AiDC业务依托AI+CIS机器视觉技术平台，为汽车、3C等先进制造业提供数据采集解决方案，并正加大海外市场拓展力度。	公司控股晶圆代工厂广芯微电子自2026年6月起上调代工价格10%-20%，产能及订单饱满；参股硅片企业晶睿电子7月起涨价约15%，处于满产满销状态	2026-05-08\|29.65\|0.34\|29.41\|30.28\|29.04\|68725;2026-05-11\|29.60\|-0.17\|29.93\|30.40\|29.37\|68526;2026-05-12\|30.03\|1.45\|29.65\|30.97\|29.36\|67458;2026-05-13\|31.80\|5.89\|29.65\|32.22\|29.50\|95866;2026-05-14\|31.65\|-0.47\|31.77\|32.21\|30.81\|66249;2026-05-15\|31.28\|-1.17\|32.50\|34.00\|31.13\|94399;2026-05-18\|31.20\|-0.26\|31.20\|31.85\|30.11\|70685;2026-05-19\|31.40\|0.64\|31.24\|31.58\|30.60\|45109;2026-05-20\|33.00\|5.10\|31.36\|33.65\|30.38\|99331;2026-05-21\|31.80\|-3.64\|33.00\|35.45\|31.40\|121124;2026-05-22\|32.26\|1.45\|32.01\|32.80\|31.60\|71813;2026-05-25\|35.16\|8.99\|32.49\|35.38\|32.36\|95122;2026-05-26\|32.96\|-6.26\|36.52\|36.90\|31.87\|105495;2026-05-27\|33.58\|1.88\|33.23\|35.00\|32.50\|90328;2026-05-28\|33.62\|0.12\|33.27\|34.80\|32.88\|96813;2026-05-29\|31.33\|-6.81\|33.47\|34.00\|31.10\|87945;2026-06-01\|30.10\|-3.93\|31.50\|32.37\|29.88\|94027;2026-06-02\|30.83\|2.43\|29.95\|32.00\|29.00\|81601;2026-06-03\|30.26\|-1.85\|30.74\|31.45\|30.02\|64756;2026-06-04\|31.17\|3.01\|29.78\|32.10\|29.58\|68576;2026-06-05\|30.78\|-1.25\|31.00\|31.84\|30.20\|42649;2026-06-08\|29.07\|-5.56\|29.30\|31.85\|28.47\|68285;2026-06-09\|34.88\|19.99\|29.51\|34.88\|28.92\|104222;2026-06-10\|37.90\|8.66\|35.49\|38.35\|34.00\|220005;2026-06-11\|36.92\|-2.59\|37.38\|37.70\|35.45\|120759;2026-06-12\|35.89\|-2.79\|37.70\|39.58\|35.62\|113139;2026-06-15\|37.46\|4.37\|36.00\|38.35\|35.90\|104156;2026-06-16\|40.04\|6.89\|37.00\|43.00\|37.00\|168681;2026-06-17\|39.12\|-2.30\|38.40\|40.37\|38.00\|122984;2026-06-18\|38.80\|-0.82\|39.00\|39.88\|37.54\|68543;2026-06-22\|38.21\|-1.52\|39.69\|40.39\|36.94\|85614;2026-06-23\|40.27\|5.39\|38.75\|41.06\|37.06\|115856;2026-06-24\|40.77\|1.24\|39.62\|41.29\|38.80\|96553;2026-06-25\|38.06\|-6.65\|40.00\|40.40\|37.33\|105001;2026-06-26\|39.50\|3.78\|37.66\|40.25\|36.30\|116063;2026-06-29\|36.64\|-7.24\|39.48\|40.88\|35.49\|123237;2026-06-30\|38.09\|3.96\|36.73\|38.20\|35.50\|100184;2026-07-01\|36.97\|-2.94\|39.00\|39.98\|36.36\|124566;2026-07-02\|34.93\|-5.52\|35.90\|37.69\|34.80\|103317;2026-07-03\|34.00\|-2.66\|34.94\|35.68\|33.71\|69867;2026-07-06\|35.29\|3.79\|35.10\|38.18\|34.20\|106919;2026-07-07\|34.02\|-3.60\|34.69\|36.24\|33.86\|78320;2026-07-08\|32.36\|-4.88\|34.25\|34.50\|31.60\|65070;2026-07-09\|35.70\|10.32\|32.52\|36.59\|31.81\|91510;2026-07-10\|33.38\|-6.50\|36.01\|41.50\|33.38\|175478;2026-07-13\|30.49\|-8.66\|33.18\|34.33\|30.00\|97425;2026-07-14\|30.31\|-0.59\|30.50\|30.76\|28.60\|78723;2026-07-15\|28.21\|-6.93\|30.20\|30.44\|28.02\|63132;2026-07-16\|27.32\|-3.15\|28.00\|29.20\|26.85\|62811;2026-07-17\|24.19\|-11.46\|27.14\|27.35\|23.91\|69828;2026-07-20\|21.77\|-10.00\|24.34\|24.70\|21.19\|77058;2026-07-21\|23.49\|7.90\|21.98\|23.60\|19.32\|104306;2026-07-22\|23.05\|-1.87\|23.00\|23.99\|22.70\|56468;2026-07-23\|23.35\|1.30\|22.81\|23.65\|22.60\|41582;2026-07-24\|23.08\|-1.16\|22.99\|23.84\|22.58\|42290;2026-07-27\|24.50\|6.15\|23.19\|24.57\|22.45\|51666;2026-07-28\|23.17\|-5.43\|23.98\|24.36\|22.91\|41994;2026-07-29\|24.80\|7.04\|23.16\|24.90\|22.32\|80045;2026-07-30\|22.39\|-9.72\|24.49\|25.11\|21.63\|95641;2026-07-31\|24.19\|8.04\|23.60\|24.79\|23.50\|81649;2026-08-03\|23.00\|-4.92\|24.43\|24.43\|22.70\|50106;2026-08-04\|23.90\|3.91\|23.38\|24.21\|23.29\|49446;2026-08-05\|24.73\|3.47\|24.00\|25.28\|23.90\|51138;2026-08-06\|25.17\|1.78\|24.41\|25.34\|24.22\|63872;2026-08-07\|25.99\|3.26\|25.10\|26.62\|24.50\|63256;2026-08-10\|27.38\|5.35\|26.70\|27.58\|25.99\|79812;2026-08-11\|26.40\|-3.58\|27.24\|27.32\|25.96\|60874;2026-08-12\|27.38\|3.71\|26.43\|27.80\|26.36\|49695;2026-08-13\|26.90\|-1.75\|27.87\|28.13\|26.87\|45846;2026-08-14\|27.61\|2.64\|27.38\|27.63\|26.83\|37032;2026-08-17\|29.21\|5.79\|27.33\|29.24\|26.26\|108416;2026-08-18\|29.59\|1.30\|29.52\|30.18\|27.68\|97339;2026-08-19\|26.87\|-9.19\|28.99\|29.00\|26.58\|68912;2026-08-20\|27.13\|0.97\|27.00\|27.94\|26.31\|61259;2026-08-21\|26.95\|-0.66\|27.09\|28.38\|26.44\|54615;2026-08-24\|25.57\|-5.12\|26.81\|27.08\|24.93\|58691;2026-08-25\|25.86\|1.13\|25.28\|26.13\|24.41\|52630;2026-08-26\|25.67\|-0.73\|25.86\|26.27\|24.85\|34602;2026-08-27\|26.12\|1.75\|25.67\|26.38\|25.50\|31295;2026-08-28\|25.43\|-2.64\|26.01\|26.35\|25.36\|36659;2026-08-31\|25.64\|0.83\|25.01\|25.74\|24.75\|36866;2026-09-01\|24.78\|-3.35\|25.56\|25.61\|24.48\|34770;2026-09-02\|24.61\|-0.69\|24.50\|25.05\|24.14\|36980;2026-09-03\|25.16\|2.23\|24.80\|25.78\|24.63\|37317;2026-09-04\|24.87\|-1.15\|25.29\|25.71\|24.51\|37042;2026-09-07\|25.13\|1.05\|25.12\|25.60\|24.89\|35180;2026-09-08\|24.60\|-2.11\|25.20\|25.39\|24.43\|29193;2026-09-09\|25.92\|5.37\|24.59\|26.66\|24.56\|79871;2026-09-10\|24.91\|-3.90\|25.79\|25.84\|24.63\|62109;2026-09-11\|24.21\|-2.81\|24.52\|24.64\|23.72\|45795
119813	长鑫科技7月16日启动申购	MLCC分销+存储芯片+人形机器人行业原因： 1、据财闻6月16日报道，隔夜美股存储赛道全面爆发，西部数据涨超16%创历史新高，美光科技涨超10%，提振A股存储板块情绪。 2、投研机构Aletheia指出，存储器件在AI硬件系统中的综合价值占比，预计将从2025年的40%中段水平跃升至2027年的70%以上，存储正在成为AI硬件系统中最关键的核心组件。公司原因： 1、据2026年6月15日互动易，公司及控股子公司均为村田代理商，分销MLCC等产品，受益于行业景气度回暖，正积极把握市场机遇，争取稳定货源并合理备货。 2、据2025年年度报告及2026年5月15日机构调研，公司AI业务构建了高性能存储器、AI电源模块等专用产品阵容，2025年度AI领域贡献收入9.36亿元，同比猛增1805.52%。 3、据2026年4月22日年报，公司围绕感知、控制等四大维度构建人形机器人产品矩阵，已组建专门业务部门，报告期内人形机器人业务实现百万级以上出货，并与头部厂商建立合作。	公司已取得长江存储及长鑫存储代理资质，主要分销其存储产品	2026-05-08\|64.05\|-0.54\|63.65\|66.28\|63.28\|88026;2026-05-11\|66.50\|3.83\|65.00\|66.94\|64.57\|97783;2026-05-12\|63.58\|-4.39\|65.91\|65.93\|63.10\|87849;2026-05-13\|64.39\|1.27\|63.07\|64.68\|62.28\|67504;2026-05-14\|63.50\|-1.38\|63.69\|65.99\|63.04\|73917;2026-05-15\|62.23\|-2.00\|63.74\|64.58\|61.37\|65350;2026-05-18\|63.40\|1.88\|62.26\|64.43\|62.26\|55730;2026-05-19\|63.10\|-0.47\|62.88\|63.18\|60.86\|50487;2026-05-20\|65.16\|3.26\|62.36\|66.21\|62.36\|73614;2026-05-21\|61.50\|-5.62\|66.16\|67.12\|61.28\|70124;2026-05-22\|64.25\|4.47\|62.73\|64.66\|61.51\|54549;2026-05-25\|68.59\|6.75\|64.90\|69.98\|63.85\|110534;2026-05-26\|67.44\|-1.68\|67.47\|68.37\|63.80\|112223;2026-05-27\|65.50\|-2.88\|67.39\|68.58\|65.08\|75409;2026-05-28\|70.62\|7.82\|65.30\|74.00\|64.81\|158659;2026-05-29\|66.44\|-5.92\|71.30\|72.27\|66.00\|122029;2026-06-01\|64.74\|-2.56\|65.17\|69.51\|64.53\|108635;2026-06-02\|71.47\|10.40\|64.35\|73.88\|64.35\|143383;2026-06-03\|71.61\|0.20\|71.00\|74.80\|69.50\|153012;2026-06-04\|79.30\|10.74\|70.93\|81.68\|70.01\|176902;2026-06-05\|79.84\|0.68\|77.02\|82.88\|74.23\|181351;2026-06-08\|72.42\|-9.29\|74.70\|78.80\|70.80\|139568;2026-06-09\|78.55\|8.46\|73.00\|80.00\|69.12\|180879;2026-06-10\|76.03\|-3.21\|74.60\|80.45\|74.60\|119744;2026-06-11\|73.57\|-3.24\|75.51\|81.60\|73.03\|137157;2026-06-12\|67.69\|-7.99\|75.44\|76.80\|67.56\|157259;2026-06-15\|74.06\|9.41\|69.04\|74.98\|69.04\|129032;2026-06-16\|88.87\|20.00\|74.06\|88.87\|73.00\|138970;2026-06-17\|92.87\|4.50\|89.61\|94.70\|88.90\|236225;2026-06-18\|93.32\|0.48\|91.78\|95.34\|90.60\|176700;2026-06-22\|92.00\|-1.41\|92.80\|94.93\|90.50\|134220;2026-06-23\|87.63\|-4.75\|90.00\|91.42\|86.28\|106100;2026-06-24\|94.29\|7.60\|87.09\|95.00\|87.09\|114750;2026-06-25\|94.02\|-0.29\|97.50\|98.00\|92.56\|106516;2026-06-26\|91.74\|-2.42\|92.62\|94.80\|89.60\|79820;2026-06-29\|93.22\|1.61\|91.74\|99.64\|88.88\|123911;2026-06-30\|95.50\|2.45\|92.61\|96.00\|87.57\|130215;2026-07-01\|100.00\|4.71\|95.20\|100.65\|92.73\|163196;2026-07-02\|89.83\|-10.17\|93.26\|95.49\|89.11\|124456;2026-07-03\|87.11\|-3.03\|89.64\|92.57\|86.89\|105232;2026-07-06\|86.92\|-0.22\|88.35\|91.20\|85.00\|88097;2026-07-07\|82.04\|-5.61\|86.00\|86.53\|79.77\|85697;2026-07-08\|84.04\|2.44\|83.06\|87.60\|76.30\|96584;2026-07-09\|92.84\|10.47\|88.12\|94.90\|86.00\|166022;2026-07-10\|95.60\|2.97\|91.00\|103.63\|91.00\|176184;2026-07-13\|81.40\|-14.85\|93.11\|95.03\|80.13\|138131;2026-07-14\|70.10\|11.32\|63.83\|70.88\|63.83\|150997;2026-07-15\|64.64\|-7.79\|70.30\|72.33\|63.91\|149772;2026-07-16\|58.32\|-9.78\|62.71\|63.70\|57.57\|130975;2026-07-17\|51.40\|-11.87\|58.46\|58.88\|51.00\|115646;2026-07-20\|46.01\|-10.49\|53.39\|53.97\|44.18\|134471;2026-07-21\|53.21\|15.65\|47.22\|53.27\|41.40\|171371;2026-07-22\|51.50\|-3.21\|52.27\|55.15\|51.00\|128893;2026-07-23\|50.55\|-1.84\|52.05\|53.18\|50.04\|99017;2026-07-24\|49.72\|-1.64\|49.58\|51.15\|48.40\|92104;2026-07-27\|50.27\|1.11\|49.44\|50.64\|48.02\|91325;2026-07-28\|45.89\|-8.71\|48.20\|49.83\|45.33\|92278;2026-07-29\|44.77\|-2.44\|45.71\|46.44\|42.33\|117320;2026-07-30\|41.82\|-6.59\|44.52\|45.15\|40.75\|110268;2026-07-31\|42.90\|2.58\|46.50\|47.54\|42.68\|119669;2026-08-03\|41.65\|-2.91\|42.67\|43.25\|41.19\|82131;2026-08-04\|44.38\|6.55\|42.00\|44.82\|41.50\|87357;2026-08-05\|47.64\|7.35\|44.77\|48.21\|44.50\|105598;2026-08-06\|48.57\|1.95\|46.45\|49.24\|46.13\|96751;2026-08-07\|50.54\|4.06\|48.39\|51.11\|47.75\|96489;2026-08-10\|50.04\|-0.99\|51.07\|51.18\|48.50\|73043;2026-08-11\|50.18\|0.28\|49.27\|51.77\|49.11\|87937;2026-08-12\|50.95\|1.53\|50.20\|51.00\|49.60\|67832;2026-08-13\|50.12\|-1.63\|51.73\|52.45\|49.93\|80160;2026-08-14\|51.25\|2.25\|50.84\|51.26\|49.94\|66190;2026-08-17\|53.50\|4.39\|51.20\|53.50\|51.05\|81835;2026-08-18\|53.40\|-0.19\|53.47\|53.95\|52.27\|73143;2026-08-19\|48.73\|-8.75\|51.30\|51.98\|48.10\|71632;2026-08-20\|49.45\|1.48\|49.71\|50.44\|48.70\|59177;2026-08-21\|49.80\|0.71\|49.11\|50.61\|48.83\|50898;2026-08-24\|48.08\|-3.45\|49.57\|50.43\|46.25\|80232;2026-08-25\|51.07\|6.22\|47.97\|51.99\|47.37\|141128;2026-08-26\|50.16\|-1.78\|51.38\|51.48\|49.69\|86486;2026-08-27\|52.17\|4.01\|50.10\|52.68\|50.10\|86995;2026-08-28\|50.69\|-2.84\|52.28\|52.99\|50.65\|77432;2026-08-31\|51.90\|2.39\|49.27\|52.09\|49.20\|60861;2026-09-01\|50.08\|-3.51\|51.97\|52.00\|49.90\|57189;2026-09-02\|49.45\|-1.26\|49.20\|49.86\|48.85\|38672;2026-09-03\|50.00\|1.11\|50.01\|50.58\|49.15\|46236;2026-09-04\|48.24\|-3.52\|50.36\|51.16\|47.59\|62612;2026-09-07\|49.93\|3.50\|48.80\|50.49\|48.21\|58881;2026-09-08\|49.70\|-0.46\|49.50\|50.98\|48.71\|52628;2026-09-09\|50.12\|0.85\|49.99\|51.28\|49.61\|50161;2026-09-10\|49.78\|-0.68\|49.55\|50.88\|49.20\|37186;2026-09-11\|49.69\|-0.18\|48.77\|50.08\|47.58\|59463
119812	长鑫科技7月16日启动申购	涨停揭秘：长鑫科技IPO注册获批叠加KrF光刻胶用树脂百公斤级出货，光刻胶上游材料环节获资金挖掘；涨停缘由：长鑫科技IPO落地强化国产半导体设备材料协同预期；公司KrF光刻胶用PHS树脂已实现量产交付；国产光刻胶供应链自主化进程提速；资金逻辑：材料端资金向细分龙头集中，八亿时空成交额倍增，主力资金持续净流入；风险提示：光刻胶整体国产化率仍低，客户导入周期长，公司营收体量小且盈利波动大，短期业绩难兑现	公司KrF光刻胶用PHS树脂已实现百公斤级的出货量	2026-05-08\|36.10\|-0.77\|36.10\|36.28\|35.66\|42282;2026-05-11\|37.12\|2.83\|36.84\|37.49\|36.20\|69949;2026-05-12\|37.10\|-0.05\|37.03\|37.48\|36.63\|54433;2026-05-13\|38.80\|4.58\|37.46\|38.93\|37.16\|95398;2026-05-14\|37.86\|-2.42\|38.60\|39.45\|37.86\|74484;2026-05-15\|40.35\|6.58\|38.30\|40.66\|37.93\|143413;2026-05-18\|39.41\|-2.33\|39.95\|39.99\|38.50\|118854;2026-05-19\|39.72\|0.79\|39.01\|40.11\|38.38\|88712;2026-05-20\|40.07\|0.88\|39.28\|40.44\|39.01\|81255;2026-05-21\|39.39\|-1.70\|42.95\|44.98\|39.35\|174240;2026-05-22\|40.90\|3.83\|40.04\|41.57\|38.83\|133962;2026-05-25\|42.90\|4.89\|41.60\|43.89\|41.06\|150941;2026-05-26\|44.06\|2.70\|43.00\|44.40\|41.00\|148346;2026-05-27\|44.90\|1.91\|48.00\|48.00\|43.75\|159392;2026-05-28\|48.65\|8.35\|44.77\|48.65\|44.56\|172673;2026-05-29\|42.00\|-13.67\|49.00\|49.30\|41.65\|217699;2026-06-01\|40.50\|-3.57\|41.44\|43.44\|40.42\|122303;2026-06-02\|40.13\|-0.91\|41.00\|41.52\|39.29\|109036;2026-06-03\|38.90\|-3.06\|39.74\|40.49\|38.10\|112420;2026-06-04\|39.70\|2.06\|38.05\|40.42\|38.02\|91760;2026-06-05\|40.20\|1.72\|38.91\|41.49\|37.19\|107970;2026-06-08\|38.13\|-5.15\|38.28\|40.60\|37.80\|76460;2026-06-09\|40.70\|6.74\|38.89\|40.88\|38.09\|93667;2026-06-10\|43.97\|8.03\|39.89\|44.30\|39.71\|144571;2026-06-11\|44.07\|0.23\|43.20\|44.80\|42.22\|112589;2026-06-12\|42.05\|-4.58\|44.99\|45.60\|41.74\|129087;2026-06-15\|43.75\|4.04\|42.71\|44.05\|42.00\|82298;2026-06-16\|45.60\|4.23\|43.80\|46.52\|43.21\|111093;2026-06-17\|45.73\|0.29\|44.10\|46.81\|43.98\|102280;2026-06-18\|45.55\|-0.39\|45.95\|46.27\|44.80\|85476;2026-06-22\|48.50\|6.48\|45.57\|49.40\|45.57\|137066;2026-06-23\|53.93\|11.20\|49.50\|57.46\|48.01\|226462;2026-06-24\|53.60\|-0.61\|54.00\|54.98\|51.27\|167145;2026-06-25\|51.50\|-3.92\|54.00\|54.45\|50.60\|143285;2026-06-26\|51.78\|0.54\|50.30\|54.20\|49.83\|138883;2026-06-29\|55.61\|7.40\|53.78\|56.90\|51.10\|183394;2026-06-30\|62.60\|12.57\|55.99\|63.99\|55.99\|197598;2026-07-01\|64.38\|2.84\|62.80\|65.00\|61.58\|164454;2026-07-02\|57.40\|-10.84\|62.03\|66.66\|57.40\|189093;2026-07-03\|53.80\|-6.27\|57.12\|59.00\|53.80\|149343;2026-07-06\|52.10\|-3.16\|52.83\|54.54\|50.49\|123313;2026-07-07\|52.33\|0.44\|51.11\|53.95\|50.92\|82132;2026-07-08\|50.46\|-3.57\|52.00\|52.79\|48.58\|81272;2026-07-09\|55.79\|10.56\|51.31\|55.86\|51.20\|111686;2026-07-10\|52.30\|-6.26\|56.80\|57.70\|52.30\|117618;2026-07-13\|50.00\|-4.40\|50.88\|54.09\|49.77\|87679;2026-07-14\|48.51\|-2.98\|49.85\|50.84\|44.93\|122478;2026-07-15\|46.60\|-3.94\|48.96\|49.51\|45.45\|83927;2026-07-16\|42.63\|-8.52\|45.66\|47.47\|42.40\|90531;2026-07-17\|38.42\|-9.88\|42.01\|43.43\|38.38\|98637;2026-07-20\|35.70\|-7.08\|39.29\|39.70\|34.44\|119105;2026-07-21\|39.40\|10.36\|36.43\|39.60\|32.23\|118364;2026-07-22\|37.62\|-4.52\|39.49\|40.17\|37.45\|76073;2026-07-23\|37.68\|0.16\|37.11\|39.03\|36.86\|58969;2026-07-24\|36.60\|-2.87\|36.70\|38.04\|36.20\|43897;2026-07-27\|37.82\|3.33\|36.84\|37.99\|35.70\|51464;2026-07-28\|36.16\|-4.39\|37.20\|39.58\|35.91\|66451;2026-07-29\|35.23\|-2.57\|36.12\|36.70\|33.70\|71929;2026-07-30\|33.30\|-5.48\|35.00\|35.43\|33.11\|56883;2026-07-31\|34.68\|4.14\|35.20\|36.88\|34.68\|66439;2026-08-03\|33.38\|-3.75\|34.66\|34.70\|33.15\|54523;2026-08-04\|35.36\|5.93\|33.95\|35.57\|33.42\|52563;2026-08-05\|37.75\|6.76\|35.25\|38.11\|35.03\|69623;2026-08-06\|38.72\|2.57\|37.48\|39.04\|36.80\|57964;2026-08-07\|40.00\|3.31\|38.30\|40.26\|37.66\|65302;2026-08-10\|40.07\|0.17\|39.90\|40.97\|38.80\|59385;2026-08-11\|39.29\|-1.95\|39.53\|40.15\|38.41\|42132;2026-08-12\|40.05\|1.93\|39.08\|40.40\|39.08\|39437;2026-08-13\|39.27\|-1.95\|40.40\|41.17\|39.21\|48928;2026-08-14\|41.46\|5.58\|39.68\|41.52\|39.34\|61825;2026-08-17\|41.20\|-0.63\|41.00\|41.29\|40.01\|75200;2026-08-18\|41.38\|0.44\|41.01\|42.08\|40.43\|74680;2026-08-19\|38.83\|-6.16\|39.88\|41.28\|38.61\|68109;2026-08-20\|38.80\|-0.08\|39.20\|39.98\|38.21\|47383;2026-08-21\|38.72\|-0.21\|38.50\|39.40\|37.51\|39080;2026-08-24\|38.07\|-1.68\|38.50\|38.95\|37.22\|40699;2026-08-25\|38.07\|0.00\|37.55\|38.23\|36.25\|36967;2026-08-26\|37.55\|-1.37\|38.09\|38.20\|36.92\|32243;2026-08-27\|38.70\|3.06\|37.55\|38.85\|37.55\|42018;2026-08-28\|37.51\|-3.07\|38.73\|39.28\|37.50\|42522;2026-08-31\|38.69\|3.15\|37.00\|38.72\|36.68\|45585;2026-09-01\|37.62\|-2.77\|38.97\|39.27\|37.59\|41069;2026-09-02\|36.71\|-2.42\|37.15\|37.28\|36.57\|26644;2026-09-03\|39.98\|8.91\|37.20\|40.58\|36.32\|89104;2026-09-04\|36.65\|-8.33\|40.00\|41.48\|36.17\|112328;2026-09-07\|39.10\|6.68\|37.50\|39.55\|36.48\|93591;2026-09-08\|37.74\|-3.48\|39.00\|39.95\|37.60\|78419;2026-09-09\|40.39\|7.02\|37.74\|41.18\|37.74\|124372;2026-09-10\|38.75\|-4.06\|40.59\|41.05\|38.58\|96413;2026-09-11\|37.54\|-3.12\|38.02\|38.68\|36.01\|76964
119811	长鑫科技7月16日启动申购		公司主营汽车芯片，是在国内率先实现百万颗、千万颗和亿颗的产业化应用的嵌入式CPU企业。官微表示近期自主研发的国产RAID系列化产品在存储服务器、工控与边缘计算、5G通信基站、视频安防NVR等领域逐步实现应用落地。此外，公司与芯昇科技达成战略合作，共推量子/抗量子及RISC-V技术应用。	2026-05-08\|40.47\|-2.46\|41.05\|41.07\|40.05\|174646;2026-05-11\|41.14\|1.66\|41.25\|41.95\|40.83\|168062;2026-05-12\|40.46\|-1.65\|40.00\|40.87\|38.88\|213134;2026-05-13\|41.45\|2.45\|39.99\|41.55\|39.33\|151213;2026-05-14\|40.48\|-2.34\|41.62\|41.87\|40.35\|135670;2026-05-15\|39.20\|-3.16\|40.67\|41.25\|38.78\|159616;2026-05-18\|39.20\|0.00\|39.04\|39.96\|38.71\|116417;2026-05-19\|39.39\|0.48\|39.00\|39.54\|37.45\|138425;2026-05-20\|40.40\|2.56\|39.00\|40.66\|38.92\|141407;2026-05-21\|39.03\|-3.39\|41.00\|42.71\|38.91\|256031;2026-05-22\|40.45\|3.64\|40.50\|41.23\|39.63\|171837;2026-05-25\|43.65\|7.91\|40.30\|43.99\|39.86\|267482;2026-05-26\|40.95\|-6.19\|43.61\|43.61\|40.00\|231998;2026-05-27\|39.49\|-3.57\|41.26\|42.18\|39.20\|200447;2026-05-28\|41.32\|4.63\|38.50\|41.56\|38.50\|187231;2026-05-29\|37.21\|-9.95\|41.30\|41.30\|36.98\|218269;2026-06-01\|36.40\|-2.18\|37.77\|38.85\|36.36\|158952;2026-06-02\|36.31\|-0.25\|36.99\|37.29\|35.28\|136173;2026-06-03\|37.39\|2.97\|36.75\|38.56\|36.12\|150293;2026-06-04\|36.80\|-1.58\|36.68\|37.52\|36.50\|99824;2026-06-05\|35.77\|-2.80\|36.39\|37.03\|34.80\|133273;2026-06-08\|32.84\|-8.19\|33.52\|34.30\|32.00\|156115;2026-06-09\|33.40\|1.71\|33.46\|33.60\|32.28\|121032;2026-06-10\|32.88\|-1.56\|32.73\|34.25\|32.32\|118027;2026-06-11\|33.33\|1.37\|32.91\|33.63\|32.40\|111480;2026-06-12\|33.33\|0.00\|34.18\|35.09\|33.33\|142137;2026-06-15\|35.78\|7.35\|33.95\|35.90\|32.98\|148724;2026-06-16\|36.78\|2.79\|36.13\|37.01\|36.00\|129805;2026-06-17\|38.30\|4.13\|36.19\|38.56\|36.19\|128859;2026-06-18\|39.63\|3.47\|38.86\|40.36\|38.39\|158334;2026-06-22\|39.20\|-1.08\|39.52\|39.81\|38.07\|161692;2026-06-23\|38.85\|-0.89\|39.02\|39.88\|38.18\|119461;2026-06-24\|41.26\|6.20\|38.78\|41.70\|37.88\|231222;2026-06-25\|42.24\|2.38\|41.70\|42.70\|40.86\|186243;2026-06-26\|40.12\|-5.02\|41.42\|41.90\|39.66\|143516;2026-06-29\|39.88\|-0.60\|39.98\|41.13\|37.76\|182693;2026-06-30\|43.23\|8.40\|39.90\|43.50\|39.50\|195261;2026-07-01\|42.01\|-2.82\|43.23\|45.33\|41.62\|201892;2026-07-02\|39.61\|-5.71\|40.68\|42.10\|39.50\|162834;2026-07-03\|38.25\|-3.43\|39.48\|40.15\|38.24\|153069;2026-07-06\|39.83\|4.13\|38.38\|41.15\|36.22\|239189;2026-07-07\|38.94\|-2.23\|39.50\|40.62\|38.76\|136166;2026-07-08\|42.09\|8.09\|39.27\|43.00\|37.54\|253925;2026-07-09\|46.61\|10.74\|41.99\|46.79\|40.89\|368473;2026-07-10\|44.00\|-5.60\|46.70\|47.66\|43.93\|268769;2026-07-13\|40.25\|-8.52\|43.44\|44.40\|40.15\|227272;2026-07-14\|39.50\|-1.86\|40.52\|41.12\|37.02\|208490;2026-07-15\|37.04\|-6.23\|40.14\|40.55\|36.10\|192363;2026-07-16\|32.99\|-10.93\|36.50\|38.03\|32.77\|257268;2026-07-17\|27.83\|-15.64\|33.03\|33.47\|27.58\|272737;2026-07-20\|24.57\|-11.71\|28.50\|28.74\|23.60\|274470;2026-07-21\|26.84\|9.24\|24.89\|27.00\|22.62\|226538;2026-07-22\|26.12\|-2.68\|26.50\|27.65\|25.91\|189399;2026-07-23\|24.80\|-5.05\|26.10\|26.52\|24.60\|157510;2026-07-24\|24.50\|-1.21\|24.53\|25.40\|24.22\|128014;2026-07-27\|25.22\|2.94\|24.50\|25.30\|23.70\|123796;2026-07-28\|23.90\|-5.23\|24.60\|25.55\|23.76\|112200;2026-07-29\|24.01\|0.46\|23.88\|24.20\|22.81\|121031;2026-07-30\|22.76\|-5.21\|23.77\|23.98\|22.51\|118768;2026-07-31\|23.85\|4.79\|24.13\|24.85\|23.70\|139811;2026-08-03\|23.91\|0.25\|23.80\|24.90\|23.41\|120138;2026-08-04\|25.22\|5.48\|24.29\|25.47\|23.88\|122856;2026-08-05\|26.89\|6.62\|25.39\|27.37\|25.08\|147176;2026-08-06\|26.90\|0.04\|26.50\|27.58\|26.27\|126876;2026-08-07\|27.42\|1.93\|27.17\|27.58\|26.19\|121270;2026-08-10\|27.16\|-0.95\|27.43\|27.84\|26.71\|93345;2026-08-11\|27.16\|0.00\|27.16\|27.44\|26.53\|84635;2026-08-12\|27.58\|1.55\|27.15\|27.84\|26.99\|72047;2026-08-13\|27.05\|-1.92\|27.88\|28.28\|27.01\|85515;2026-08-14\|28.21\|4.29\|27.42\|28.45\|27.28\|123163;2026-08-17\|29.29\|3.83\|28.30\|29.32\|27.91\|101607;2026-08-18\|29.19\|-0.34\|29.29\|29.62\|28.57\|100680;2026-08-19\|26.59\|-8.91\|28.29\|28.73\|26.32\|138061;2026-08-20\|26.77\|0.68\|27.11\|27.53\|26.56\|81578;2026-08-21\|26.93\|0.60\|26.69\|27.33\|26.25\|65734;2026-08-24\|26.34\|-2.19\|26.91\|27.13\|25.60\|82975;2026-08-25\|26.38\|0.15\|26.00\|26.55\|25.35\|64345;2026-08-26\|26.33\|-0.19\|26.53\|26.66\|25.90\|51467;2026-08-27\|28.77\|9.27\|26.37\|28.97\|26.30\|129593;2026-08-28\|28.09\|-2.36\|28.30\|29.00\|27.99\|119135;2026-08-31\|28.74\|2.31\|27.60\|28.85\|27.51\|80415;2026-09-01\|28.10\|-2.23\|28.69\|28.69\|27.83\|73364;2026-09-02\|27.79\|-1.10\|27.80\|28.00\|27.37\|63621;2026-09-03\|28.12\|1.19\|28.14\|28.37\|27.42\|65275;2026-09-04\|27.53\|-2.10\|28.39\|28.63\|27.24\|73913;2026-09-07\|27.44\|-0.33\|27.87\|28.00\|27.43\|76153;2026-09-08\|26.98\|-1.68\|27.42\|27.74\|26.86\|67255;2026-09-09\|26.92\|-0.22\|27.15\|27.79\|26.85\|54799;2026-09-10\|26.73\|-0.71\|26.73\|26.99\|26.38\|43072;2026-09-11\|25.99\|-2.77\|26.31\|26.53\|25.27\|83700
119810	长鑫科技7月16日启动申购	硅光芯片+12英寸产线+北京国资行业原因：据财联社，台积电计划于2026年下半年再度上调3纳米制程晶圆代工报价，涨幅最高可达15%，2027年可能进一步上涨5%至10%。这一轮涨价并非单一客户拉货所致，而是AI时代先进制程供需结构发生根本性转变的集中体现。公司原因： 1、据2026年5月7日互动易，公司建成国内领先的8英寸SiN硅光平台量产线，月产能达3000片，累计产出1.48万片，并成功发布PDK。 2、据2026年4月29日年报及2026年5月7日互动易，公司主营产品与方案和制造与服务业务，规划月产能5万片的北电集成12英寸线主厂房提前封顶并完成首台设备搬入，预计年底通线；燕东科技12英寸线一阶段已量产，月产能突破2万片。 3、据2026年4月29日年报，公司控股股东为北京电子控股有限责任公司，最终控制人为北京市人民政府国有资产监督管理委员会。	国内知名的集成电路及分立器件制造和系统方案提供商，6 英寸 SiC 生产线已具备量产条件	2026-05-08\|47.23\|-3.34\|47.68\|49.40\|46.83\|150050;2026-05-11\|48.30\|2.27\|47.88\|49.90\|46.24\|222747;2026-05-12\|49.36\|2.19\|48.00\|49.45\|47.05\|210632;2026-05-13\|48.79\|-1.15\|47.50\|50.05\|46.99\|253483;2026-05-14\|53.82\|10.31\|49.97\|55.18\|49.78\|341983;2026-05-15\|51.40\|-4.50\|55.00\|55.88\|50.39\|344409;2026-05-18\|51.83\|0.84\|50.90\|55.20\|48.88\|283107;2026-05-19\|53.33\|2.89\|51.00\|54.70\|48.22\|299251;2026-05-20\|58.88\|10.41\|53.31\|59.59\|52.50\|311160;2026-05-21\|52.00\|-11.68\|57.70\|59.30\|52.00\|301108;2026-05-22\|54.49\|4.79\|52.62\|56.35\|51.01\|207812;2026-05-25\|60.74\|11.47\|54.30\|62.80\|52.80\|295735;2026-05-26\|63.78\|5.00\|60.53\|66.66\|58.00\|285510;2026-05-27\|65.15\|2.15\|61.50\|69.99\|61.50\|298836;2026-05-28\|78.18\|20.00\|64.35\|78.18\|63.60\|357975;2026-05-29\|72.27\|-7.56\|79.06\|79.57\|71.28\|352560;2026-06-01\|63.68\|-11.89\|71.95\|72.63\|63.12\|362529;2026-06-02\|64.66\|1.54\|64.59\|67.35\|62.99\|254305;2026-06-03\|66.23\|2.43\|64.75\|67.95\|62.70\|258612;2026-06-04\|70.72\|6.78\|65.01\|72.60\|63.30\|234688;2026-06-05\|68.49\|-3.15\|68.55\|72.74\|67.76\|188804;2026-06-08\|61.19\|-10.66\|64.30\|66.99\|60.52\|302042;2026-06-09\|64.49\|5.39\|62.05\|65.15\|61.08\|217832;2026-06-10\|61.89\|-4.03\|62.70\|64.74\|60.52\|176201;2026-06-11\|63.23\|2.17\|61.19\|63.87\|59.00\|200859;2026-06-12\|64.89\|2.63\|66.39\|68.38\|62.60\|277722;2026-06-15\|68.01\|4.81\|65.00\|69.50\|62.66\|246438;2026-06-16\|65.00\|-4.43\|68.50\|69.14\|62.60\|267492;2026-06-17\|66.66\|2.55\|63.56\|68.90\|62.62\|280781;2026-06-18\|75.01\|12.53\|67.77\|77.18\|66.33\|401639;2026-06-22\|72.51\|-3.33\|75.01\|75.46\|69.20\|316696;2026-06-23\|73.89\|1.90\|73.00\|78.73\|71.52\|287258;2026-06-24\|84.26\|14.03\|73.28\|86.20\|72.50\|360102;2026-06-25\|83.99\|-0.32\|81.60\|85.19\|80.20\|284216;2026-06-26\|80.00\|-4.75\|81.81\|83.98\|75.00\|283558;2026-06-29\|85.97\|7.46\|79.50\|86.08\|76.20\|310043;2026-06-30\|83.66\|-2.69\|85.65\|90.00\|83.00\|273294;2026-07-01\|80.00\|-4.37\|85.65\|88.80\|78.95\|261263;2026-07-02\|72.00\|-10.00\|77.74\|80.97\|71.40\|309081;2026-07-03\|70.60\|-1.94\|71.99\|75.28\|69.76\|194741;2026-07-06\|76.40\|8.22\|72.00\|78.50\|69.01\|296329;2026-07-07\|77.85\|1.90\|74.88\|80.98\|74.20\|208873;2026-07-08\|79.62\|2.27\|78.58\|82.99\|73.00\|241203;2026-07-09\|88.30\|10.90\|79.62\|88.30\|78.23\|294060;2026-07-10\|78.32\|-11.30\|87.59\|89.50\|77.90\|302813;2026-07-13\|71.46\|-8.76\|77.50\|80.79\|71.30\|247661;2026-07-14\|69.99\|-2.06\|71.57\|73.00\|64.00\|310716;2026-07-15\|65.29\|-6.72\|72.23\|73.50\|64.60\|178001;2026-07-16\|63.63\|-2.54\|64.02\|69.58\|62.62\|199998;2026-07-17\|60.10\|-5.55\|63.63\|66.80\|59.80\|358901;2026-07-20\|54.10\|-9.98\|61.80\|62.00\|50.58\|304905;2026-07-21\|63.20\|16.82\|55.18\|63.21\|49.97\|338233;2026-07-22\|63.63\|0.68\|61.54\|66.85\|61.54\|271216;2026-07-23\|56.92\|-10.55\|64.51\|64.60\|56.40\|242018;2026-07-24\|56.33\|-1.04\|56.50\|58.80\|55.38\|164488;2026-07-27\|58.75\|4.30\|55.86\|59.18\|54.00\|160787;2026-07-28\|55.60\|-5.36\|58.44\|60.71\|55.00\|191309;2026-07-29\|52.65\|-5.31\|56.00\|56.85\|49.10\|247941;2026-07-30\|47.94\|-8.95\|52.31\|52.62\|45.77\|185349;2026-07-31\|50.07\|4.44\|52.27\|55.30\|49.86\|167658;2026-08-03\|45.87\|-8.39\|49.20\|50.41\|45.48\|222050;2026-08-04\|49.72\|8.39\|46.57\|50.70\|45.30\|179325;2026-08-05\|52.80\|6.19\|49.49\|54.79\|49.49\|198965;2026-08-06\|53.98\|2.23\|51.77\|54.65\|51.42\|162735;2026-08-07\|56.50\|4.67\|53.54\|56.88\|53.00\|152712;2026-08-10\|56.45\|-0.09\|56.55\|56.90\|54.00\|155262;2026-08-11\|55.50\|-1.68\|55.58\|57.00\|54.20\|89708;2026-08-12\|56.17\|1.21\|55.55\|56.93\|54.87\|93471;2026-08-13\|56.20\|0.05\|57.00\|59.60\|56.18\|145657;2026-08-14\|55.62\|-1.03\|57.31\|57.89\|54.30\|123108;2026-08-17\|59.06\|6.18\|55.80\|59.89\|55.00\|162620;2026-08-18\|58.96\|-0.17\|58.71\|59.71\|56.65\|128396;2026-08-19\|53.57\|-9.14\|57.06\|58.55\|53.23\|141390;2026-08-20\|55.55\|3.70\|54.50\|57.07\|53.82\|134876;2026-08-21\|55.65\|0.18\|55.55\|56.34\|54.45\|87483;2026-08-24\|53.25\|-4.31\|55.33\|55.83\|51.41\|156018;2026-08-25\|52.03\|-2.29\|53.00\|53.30\|49.28\|116055;2026-08-26\|53.53\|2.88\|52.31\|54.75\|51.41\|98984;2026-08-27\|55.18\|3.08\|54.50\|55.55\|52.81\|103700;2026-08-28\|53.75\|-2.59\|54.70\|55.80\|53.60\|99286;2026-08-31\|49.52\|-7.87\|51.72\|52.00\|47.18\|361866;2026-09-01\|48.13\|-2.81\|49.53\|51.18\|47.50\|180105;2026-09-02\|46.71\|-2.95\|47.56\|47.90\|46.01\|160062;2026-09-03\|46.28\|-0.92\|47.24\|47.50\|45.54\|132611;2026-09-04\|44.09\|-4.73\|46.57\|47.30\|43.68\|177658;2026-09-07\|45.11\|2.31\|44.97\|45.60\|44.36\|147756;2026-09-08\|45.18\|0.16\|45.16\|46.05\|44.33\|104968;2026-09-09\|44.57\|-1.35\|45.48\|46.29\|44.33\|92789;2026-09-10\|44.10\|-1.05\|44.33\|44.98\|43.60\|102664;2026-09-11\|42.90\|-2.72\|43.50\|43.50\|41.33\|151536
119809	长鑫科技7月16日启动申购	涨停揭秘：证监会批复同意长鑫科技首次公开发行股票注册，国产DRAM产业化加速提振上游配套需求；涨停缘由：公司封装级散热片已导入多家芯片设计及封测厂，长鑫量产将拉动高性能散热器件刚性采购；资金逻辑：资金沿存储芯片产业链向上游材料与设备延伸，鸿日达作为稀缺散热方案供应商获主题性配置；风险提示：散热片业务占比较小，客户验证周期长，当前订单尚未批量释放，业绩弹性存在滞后性	公司封装级散热片已与多家国内芯片设计公司及封装厂完成样品验证导入	2026-05-08\|109.90\|3.02\|108.00\|110.80\|105.88\|31100;2026-05-11\|109.21\|-0.63\|110.73\|112.85\|107.61\|31149;2026-05-12\|107.01\|-2.01\|110.37\|113.26\|104.52\|46814;2026-05-13\|117.44\|9.75\|107.68\|118.00\|106.19\|101947;2026-05-14\|123.41\|5.08\|115.46\|126.00\|115.46\|70543;2026-05-15\|120.46\|-2.39\|123.67\|123.67\|103.99\|63789;2026-05-18\|121.42\|0.80\|118.31\|124.78\|116.21\|38971;2026-05-19\|118.81\|-2.15\|121.14\|121.42\|114.20\|35037;2026-05-20\|117.98\|-0.70\|119.00\|120.66\|115.80\|29095;2026-05-21\|111.74\|-5.29\|120.33\|121.33\|110.71\|44346;2026-05-22\|112.69\|0.85\|112.00\|115.50\|109.09\|47240;2026-05-25\|121.39\|7.72\|114.03\|123.04\|109.57\|95759;2026-05-26\|115.10\|-5.18\|121.34\|128.00\|114.00\|87995;2026-05-27\|114.00\|-0.96\|113.25\|117.88\|110.00\|63393;2026-05-28\|117.15\|2.76\|113.96\|119.79\|111.41\|59936;2026-05-29\|115.51\|-1.40\|115.61\|119.37\|113.54\|55726;2026-06-01\|112.22\|-2.85\|115.15\|117.95\|111.00\|50637;2026-06-02\|107.01\|-4.64\|112.13\|112.79\|106.55\|53381;2026-06-03\|113.02\|5.62\|107.80\|114.41\|106.00\|55134;2026-06-04\|113.20\|0.16\|112.57\|114.30\|110.04\|27460;2026-06-05\|111.67\|-1.35\|113.21\|116.87\|110.63\|33515;2026-06-08\|107.00\|-4.18\|106.00\|112.50\|105.73\|32706;2026-06-09\|108.00\|0.93\|108.86\|108.96\|106.05\|25512;2026-06-10\|106.94\|-0.98\|106.50\|108.18\|103.39\|27397;2026-06-11\|105.08\|-1.74\|105.93\|107.88\|104.00\|26326;2026-06-12\|105.96\|0.84\|107.40\|110.25\|105.60\|32441;2026-06-15\|117.77\|11.15\|110.11\|117.98\|106.11\|51545;2026-06-16\|119.18\|1.20\|119.00\|121.77\|116.30\|40008;2026-06-17\|124.92\|4.82\|118.58\|127.18\|117.73\|60375;2026-06-18\|135.30\|8.31\|127.93\|137.11\|125.99\|50839;2026-06-22\|127.75\|-5.58\|135.30\|135.47\|123.04\|62118;2026-06-23\|125.18\|-2.01\|127.63\|132.00\|123.37\|33414;2026-06-24\|124.45\|-0.58\|124.00\|126.50\|120.72\|28706;2026-06-25\|123.39\|-0.85\|124.52\|129.99\|121.60\|36966;2026-06-26\|115.88\|-6.09\|123.96\|123.96\|115.11\|41064;2026-06-29\|105.59\|-8.88\|118.00\|120.70\|104.02\|66530;2026-06-30\|110.33\|4.49\|107.24\|111.18\|105.01\|38248;2026-07-01\|113.02\|2.44\|109.71\|116.58\|108.42\|45936;2026-07-02\|106.00\|-6.21\|110.66\|117.00\|105.05\|34784;2026-07-03\|106.01\|0.01\|106.60\|107.52\|103.25\|29345;2026-07-06\|99.80\|-5.86\|105.90\|109.20\|96.48\|41997;2026-07-07\|96.35\|-3.46\|98.49\|101.00\|94.36\|27718;2026-07-08\|98.59\|2.32\|96.94\|99.50\|92.16\|38030;2026-07-09\|109.38\|10.94\|101.45\|112.00\|94.18\|57544;2026-07-10\|103.00\|-5.83\|110.64\|111.88\|102.10\|39095;2026-07-13\|90.00\|-12.62\|104.00\|104.39\|86.57\|54525;2026-07-14\|94.31\|4.79\|90.21\|94.79\|88.80\|31008;2026-07-15\|89.00\|-5.63\|94.94\|97.00\|88.28\|27946;2026-07-16\|84.29\|-5.29\|88.33\|90.49\|82.75\|26961;2026-07-17\|77.38\|-8.20\|85.03\|85.17\|76.00\|34192;2026-07-20\|67.60\|-12.64\|79.55\|80.21\|64.00\|51116;2026-07-21\|74.04\|9.53\|69.50\|74.46\|58.90\|54173;2026-07-22\|73.93\|-0.15\|74.78\|77.90\|72.10\|37638;2026-07-23\|72.00\|-2.61\|73.84\|74.85\|69.60\|26961;2026-07-24\|70.98\|-1.42\|70.71\|72.29\|68.93\|24054;2026-07-27\|74.95\|5.59\|71.50\|75.95\|69.53\|36646;2026-07-28\|70.23\|-6.30\|74.36\|75.50\|70.23\|32288;2026-07-29\|68.37\|-2.65\|71.64\|72.14\|65.00\|29045;2026-07-30\|60.90\|-10.93\|67.78\|68.95\|60.13\|36409;2026-07-31\|65.64\|7.78\|63.54\|70.06\|62.90\|44755;2026-08-03\|62.66\|-4.54\|65.33\|65.51\|61.47\|33547;2026-08-04\|65.30\|4.21\|64.07\|66.83\|62.78\|35382;2026-08-05\|70.39\|7.79\|64.98\|71.00\|64.67\|32934;2026-08-06\|70.72\|0.47\|69.69\|72.28\|67.80\|24233;2026-08-07\|75.00\|6.05\|70.80\|75.51\|69.60\|37735;2026-08-10\|78.14\|4.19\|76.16\|78.90\|72.80\|45516;2026-08-11\|77.06\|-1.38\|78.43\|78.93\|74.84\|34982;2026-08-12\|79.62\|3.32\|77.45\|80.75\|76.50\|27838;2026-08-13\|79.43\|-0.24\|81.05\|82.55\|79.34\|21658;2026-08-14\|81.42\|2.51\|80.52\|82.25\|79.19\|16833;2026-08-17\|87.99\|8.07\|81.70\|87.99\|81.42\|24124;2026-08-18\|90.23\|2.55\|87.58\|91.00\|87.51\|26427;2026-08-19\|83.00\|-8.01\|88.50\|88.80\|80.00\|37679;2026-08-20\|87.68\|5.64\|84.11\|90.20\|82.50\|34449;2026-08-21\|87.78\|0.11\|87.50\|88.30\|83.88\|24124;2026-08-24\|90.99\|3.66\|88.55\|92.50\|86.38\|32340;2026-08-25\|87.12\|-4.25\|90.99\|90.99\|83.50\|40937;2026-08-26\|81.28\|-6.70\|86.40\|87.40\|81.00\|31520;2026-08-27\|90.79\|11.70\|81.79\|90.87\|80.11\|38773;2026-08-28\|86.70\|-4.50\|89.67\|90.00\|86.39\|24743;2026-08-31\|94.21\|8.66\|85.87\|94.75\|85.82\|39936;2026-09-01\|90.67\|-3.76\|94.21\|95.00\|90.00\|27918;2026-09-02\|88.14\|-2.79\|89.58\|91.18\|87.66\|19232;2026-09-03\|88.34\|0.23\|89.00\|89.50\|85.50\|25878;2026-09-04\|83.98\|-4.94\|88.51\|90.41\|82.54\|24197;2026-09-07\|86.73\|3.27\|83.36\|87.50\|83.36\|15824;2026-09-08\|83.55\|-3.67\|86.74\|86.74\|82.80\|19846;2026-09-09\|83.37\|-0.22\|83.55\|85.68\|81.77\|20389;2026-09-10\|86.91\|4.25\|84.00\|89.18\|82.37\|48326;2026-09-11\|85.19\|-1.98\|86.01\|86.99\|80.74\|30999
119808	长鑫科技7月16日启动申购		面向全球的半导体、泛半导体高端微纳装备制造商	2026-05-08\|79.80\|-1.70\|79.00\|80.49\|77.86\|86615;2026-05-11\|82.95\|3.95\|80.88\|84.28\|79.38\|121291;2026-05-12\|82.36\|-0.71\|82.73\|83.70\|80.08\|77646;2026-05-13\|91.55\|11.16\|80.78\|92.51\|80.26\|139083;2026-05-14\|88.00\|-3.88\|92.97\|94.00\|88.00\|106877;2026-05-15\|91.50\|3.98\|88.84\|95.15\|83.01\|193679;2026-05-18\|85.90\|-6.12\|91.63\|93.42\|85.00\|153363;2026-05-19\|91.72\|6.78\|85.62\|91.89\|83.35\|116582;2026-05-20\|99.71\|8.71\|93.98\|101.98\|93.06\|159684;2026-05-21\|89.09\|-10.65\|102.20\|102.43\|89.00\|169849;2026-05-22\|86.94\|-2.41\|90.78\|91.90\|84.01\|154046;2026-05-25\|91.50\|5.25\|85.98\|93.68\|84.10\|187431;2026-05-26\|84.78\|-7.34\|92.79\|93.00\|81.00\|172212;2026-05-27\|80.20\|-5.40\|84.78\|87.30\|79.51\|132880;2026-05-28\|79.80\|-0.50\|79.21\|81.80\|78.30\|118840;2026-05-29\|80.40\|0.75\|78.97\|84.86\|75.58\|179867;2026-06-01\|78.00\|-2.99\|81.01\|86.00\|77.80\|136880;2026-06-02\|84.30\|8.08\|79.77\|85.40\|76.77\|145975;2026-06-03\|87.32\|3.58\|86.00\|89.90\|84.00\|129695;2026-06-04\|89.81\|2.85\|86.50\|90.85\|84.70\|103938;2026-06-05\|84.50\|-5.91\|87.08\|89.29\|83.21\|103309;2026-06-08\|82.88\|-1.92\|78.52\|86.90\|78.42\|125842;2026-06-09\|90.10\|8.71\|84.08\|91.47\|83.00\|144406;2026-06-10\|90.05\|-0.06\|88.40\|90.80\|86.39\|100085;2026-06-11\|89.79\|-0.29\|89.00\|92.50\|87.28\|115103;2026-06-12\|94.56\|5.31\|93.90\|102.81\|90.10\|298665;2026-06-15\|100.50\|6.28\|95.00\|100.88\|92.38\|182209;2026-06-16\|109.20\|8.66\|102.91\|110.30\|96.63\|198061;2026-06-17\|116.07\|6.29\|105.20\|116.80\|105.00\|167162;2026-06-18\|112.95\|-2.69\|115.00\|115.35\|110.56\|115816;2026-06-22\|109.11\|-3.40\|112.95\|114.00\|103.90\|166310;2026-06-23\|118.30\|8.42\|109.00\|124.00\|105.80\|160968;2026-06-24\|125.68\|6.24\|115.91\|129.90\|114.02\|133515;2026-06-25\|124.88\|-0.64\|128.62\|129.20\|122.90\|102194;2026-06-26\|127.81\|2.35\|124.62\|132.87\|121.40\|118511;2026-06-29\|138.98\|8.74\|130.50\|141.51\|127.83\|147705;2026-06-30\|161.88\|16.59\|138.85\|166.61\|136.01\|137387;2026-07-01\|155.00\|-4.25\|166.00\|171.90\|153.46\|120285;2026-07-02\|133.45\|-13.90\|146.98\|151.90\|131.55\|153702;2026-07-03\|129.01\|-3.33\|130.00\|132.90\|125.02\|129447;2026-07-06\|135.10\|4.72\|134.34\|140.68\|129.60\|134089;2026-07-07\|142.20\|5.26\|133.74\|146.93\|132.23\|105851;2026-07-08\|141.50\|-0.49\|142.00\|150.88\|134.21\|105838;2026-07-09\|157.00\|10.95\|148.00\|158.48\|143.09\|144214;2026-07-10\|138.97\|-11.48\|157.00\|159.88\|138.97\|139945;2026-07-13\|133.00\|-4.30\|136.20\|145.00\|131.53\|114069;2026-07-14\|137.08\|3.07\|134.02\|142.68\|132.25\|96971;2026-07-15\|125.88\|-8.17\|138.81\|140.11\|124.19\|95894;2026-07-16\|121.21\|-3.71\|125.87\|128.50\|120.01\|73454;2026-07-17\|112.56\|-7.14\|123.05\|125.20\|112.00\|94325;2026-07-20\|104.87\|-6.83\|117.63\|117.67\|102.00\|108753;2026-07-21\|125.84\|20.00\|107.93\|125.84\|99.00\|113341;2026-07-22\|119.91\|-4.71\|123.60\|129.80\|117.60\|108014;2026-07-23\|115.52\|-3.66\|121.00\|122.79\|113.00\|66669;2026-07-24\|117.97\|2.12\|113.66\|120.59\|111.16\|69207;2026-07-27\|118.22\|0.21\|115.69\|121.51\|112.42\|71405;2026-07-28\|107.49\|-9.08\|115.80\|119.98\|106.30\|106171;2026-07-29\|95.62\|-11.04\|106.21\|109.30\|89.07\|183430;2026-07-30\|81.10\|-15.19\|95.60\|96.03\|80.16\|188340;2026-07-31\|86.33\|6.45\|92.88\|94.70\|85.70\|125735;2026-08-03\|79.55\|-7.85\|84.46\|86.00\|78.13\|125444;2026-08-04\|87.70\|10.25\|79.00\|87.72\|78.15\|122692;2026-08-05\|96.48\|10.01\|90.00\|100.92\|89.08\|195161;2026-08-06\|97.95\|1.52\|90.99\|100.99\|90.99\|122269;2026-08-07\|104.64\|6.83\|95.06\|107.99\|95.03\|120705;2026-08-10\|110.48\|5.58\|103.57\|115.60\|103.57\|128066;2026-08-11\|110.85\|0.33\|109.90\|115.40\|105.50\|110561;2026-08-12\|112.67\|1.64\|111.25\|115.88\|110.00\|87793;2026-08-13\|115.28\|2.32\|113.93\|123.88\|112.68\|122299;2026-08-14\|121.38\|5.29\|116.56\|122.45\|114.15\|127361;2026-08-17\|129.70\|6.85\|119.62\|133.31\|116.30\|127873;2026-08-18\|129.66\|-0.03\|128.00\|140.50\|121.19\|146150;2026-08-19\|117.32\|-9.52\|123.18\|127.71\|115.91\|133330;2026-08-20\|117.00\|-0.27\|119.85\|122.00\|115.08\|71308;2026-08-21\|119.72\|2.32\|118.42\|121.99\|115.50\|68873;2026-08-24\|117.30\|-2.02\|123.00\|125.70\|114.60\|144522;2026-08-25\|111.97\|-4.54\|116.36\|116.36\|108.51\|109229;2026-08-26\|112.67\|0.63\|111.90\|118.00\|109.01\|97036;2026-08-27\|121.90\|8.19\|113.20\|122.20\|110.84\|103063;2026-08-28\|120.02\|-1.54\|121.69\|127.10\|119.42\|90164;2026-08-31\|125.60\|4.65\|119.34\|126.50\|117.00\|104871;2026-09-01\|120.68\|-3.92\|125.00\|125.00\|115.03\|90247;2026-09-02\|115.35\|-4.42\|119.34\|120.24\|114.31\|87652;2026-09-03\|107.47\|-6.83\|116.05\|116.77\|105.90\|123872;2026-09-04\|100.89\|-6.12\|107.35\|109.86\|99.62\|121201;2026-09-07\|105.83\|4.90\|102.90\|107.48\|101.00\|91509;2026-09-08\|103.05\|-2.63\|106.18\|108.56\|102.23\|73053;2026-09-09\|103.22\|0.17\|104.73\|107.79\|102.80\|63109;2026-09-10\|102.64\|-0.56\|103.00\|104.88\|100.10\|53101;2026-09-11\|98.83\|-3.71\|102.00\|102.00\|94.53\|101014
119807	长鑫科技7月16日启动申购	光刻胶+前驱体+机构调研行业原因：据证券时报6月26日报道，全球半导体硅片巨头信越化学、SUMCO、环球晶圆年内已启动两轮涨价，其中AI/HPC用高端硅片涨幅达18%-22%。国内已有硅片厂商跟随调价，个别厂商全品类外延片产品上调幅度达15%。公司原因： 1、据证券时报2026年6月27日报道，近一周恒坤新材接受35家机构调研，公司拥有光刻胶概念。据2026年6月25日投资者关系活动记录表，公司目前业绩主要来源为3D NAND、DRAM存储类客户，自产业务保持高速增长。 2、据2025年年报，公司是境内少数具备12英寸集成电路晶圆制造关键材料研发和量产能力的企业，主要从事光刻材料和前驱体材料的研发、生产和销售，产品主要应用于先进NAND、DRAM存储芯片与逻辑芯片制造。 3、据2026年6月26日公告，公司与恒申控股等共同出资设立合资公司的事项已完成工商登记，注册资本1亿元，其中恒坤新材出资5000万元。	2025-11上市	2026-05-08\|54.56\|2.19\|52.59\|54.68\|51.91\|55389;2026-05-11\|57.30\|5.02\|55.50\|57.31\|54.80\|90343;2026-05-12\|57.39\|0.16\|56.53\|59.66\|55.60\|72268;2026-05-13\|61.79\|7.67\|60.21\|64.25\|60.21\|129036;2026-05-14\|59.00\|-4.52\|60.00\|62.59\|58.20\|101290;2026-05-15\|60.03\|1.75\|58.71\|62.99\|58.71\|93827;2026-05-18\|65.25\|8.70\|62.95\|70.00\|60.12\|169446;2026-05-19\|62.31\|-4.51\|63.00\|63.37\|60.55\|122722;2026-05-20\|65.50\|5.12\|64.88\|66.11\|61.81\|117943;2026-05-21\|58.21\|-11.13\|64.97\|66.83\|57.58\|125759;2026-05-22\|59.70\|2.56\|58.82\|60.46\|58.22\|81909;2026-05-25\|61.88\|3.65\|60.50\|62.59\|58.70\|90321;2026-05-26\|57.42\|-7.21\|61.02\|61.27\|55.58\|106988;2026-05-27\|55.04\|-4.14\|58.00\|58.99\|54.68\|74266;2026-05-28\|56.59\|2.82\|54.81\|57.18\|53.77\|62681;2026-05-29\|52.37\|-7.46\|57.00\|57.75\|51.81\|64410;2026-06-01\|50.77\|-3.06\|52.50\|52.89\|50.51\|44019;2026-06-02\|49.60\|-2.30\|51.49\|51.49\|48.93\|44858;2026-06-03\|49.99\|0.79\|49.61\|51.44\|49.10\|49323;2026-06-04\|50.30\|0.62\|49.89\|50.88\|48.94\|47653;2026-06-05\|51.35\|2.09\|49.60\|53.11\|47.90\|70045;2026-06-08\|48.86\|-4.85\|47.80\|50.27\|47.57\|44855;2026-06-09\|52.86\|8.19\|49.74\|52.98\|49.22\|64186;2026-06-10\|54.46\|3.03\|52.21\|54.87\|52.00\|73616;2026-06-11\|57.52\|5.62\|53.00\|58.36\|53.00\|102556;2026-06-12\|54.12\|-5.91\|58.78\|59.37\|54.11\|108700;2026-06-15\|54.99\|1.61\|54.54\|55.58\|52.91\|70413;2026-06-16\|55.85\|1.56\|54.55\|56.18\|54.22\|71649;2026-06-17\|59.18\|5.96\|54.83\|60.48\|54.54\|98652;2026-06-18\|58.31\|-1.47\|58.90\|60.54\|57.99\|80745;2026-06-22\|59.50\|2.04\|58.24\|60.30\|57.81\|87637;2026-06-23\|58.90\|-1.01\|61.70\|62.25\|57.66\|76831;2026-06-24\|62.13\|5.48\|57.98\|62.35\|55.79\|110910;2026-06-25\|62.97\|1.35\|63.38\|65.00\|61.00\|117107;2026-06-26\|63.16\|0.30\|62.01\|67.31\|61.63\|101566;2026-06-29\|71.02\|12.44\|65.50\|75.79\|65.50\|171292;2026-06-30\|74.80\|5.32\|70.02\|76.76\|70.02\|144328;2026-07-01\|73.85\|-1.27\|75.00\|80.00\|73.50\|140956;2026-07-02\|70.00\|-5.21\|70.15\|74.90\|67.00\|113349;2026-07-03\|66.23\|-5.39\|70.00\|72.00\|66.00\|94382;2026-07-06\|63.06\|-4.79\|67.00\|67.60\|59.92\|105911;2026-07-07\|62.74\|-0.51\|61.89\|64.64\|61.88\|57823;2026-07-08\|61.67\|-1.71\|63.56\|64.24\|58.59\|53686;2026-07-09\|68.68\|11.37\|63.97\|70.96\|63.97\|98687;2026-07-10\|63.15\|-8.05\|70.50\|70.87\|63.00\|81554;2026-07-13\|60.20\|-4.67\|62.83\|63.77\|59.41\|67456;2026-07-14\|58.88\|-2.19\|60.00\|61.50\|55.55\|66107;2026-07-15\|55.76\|-5.30\|60.97\|61.55\|55.04\|57574;2026-07-16\|51.65\|-7.37\|54.68\|55.52\|51.44\|52311;2026-07-17\|46.50\|-9.97\|51.66\|51.95\|46.20\|64013;2026-07-20\|41.11\|-11.59\|47.94\|48.90\|40.01\|83299;2026-07-21\|45.55\|10.80\|41.80\|45.81\|37.68\|83957;2026-07-22\|44.33\|-2.68\|44.68\|46.40\|43.78\|65507;2026-07-23\|42.49\|-4.15\|44.35\|44.93\|42.26\|38298;2026-07-24\|42.71\|0.52\|41.83\|43.80\|41.20\|40726;2026-07-27\|44.09\|3.23\|42.80\|44.20\|41.21\|40925;2026-07-28\|41.91\|-4.94\|43.69\|45.88\|41.51\|61698;2026-07-29\|40.33\|-3.77\|41.26\|42.03\|38.14\|64509;2026-07-30\|37.04\|-8.16\|39.58\|40.33\|37.00\|59862;2026-07-31\|38.30\|3.40\|40.16\|40.90\|38.20\|56654;2026-08-03\|37.76\|-1.41\|38.15\|38.49\|37.30\|32832;2026-08-04\|39.70\|5.14\|38.26\|39.99\|38.01\|40427;2026-08-05\|42.57\|7.23\|39.65\|43.30\|39.00\|62361;2026-08-06\|47.50\|11.58\|41.60\|48.00\|41.59\|93026;2026-08-07\|47.60\|0.21\|45.84\|48.58\|44.90\|92205;2026-08-10\|49.69\|4.39\|49.01\|49.88\|46.94\|75169;2026-08-11\|48.03\|-3.34\|49.20\|49.49\|47.71\|45188;2026-08-12\|49.30\|2.64\|48.27\|49.98\|48.09\|43191;2026-08-13\|47.80\|-3.04\|49.71\|50.66\|47.68\|42807;2026-08-14\|50.15\|4.92\|48.80\|50.56\|48.00\|57018;2026-08-17\|52.11\|3.91\|50.38\|52.29\|49.70\|46570;2026-08-18\|51.87\|-0.46\|51.99\|53.00\|50.93\|43872;2026-08-19\|48.33\|-6.82\|50.80\|51.64\|48.01\|43537;2026-08-20\|48.00\|-0.68\|49.54\|49.88\|47.40\|27611;2026-08-21\|47.75\|-0.52\|47.80\|48.82\|46.81\|21971;2026-08-24\|49.59\|3.85\|50.00\|51.60\|48.00\|66247;2026-08-25\|48.50\|-2.20\|48.57\|49.21\|45.80\|44322;2026-08-26\|49.10\|1.24\|50.00\|50.19\|48.34\|38624;2026-08-27\|51.32\|4.52\|49.28\|51.86\|48.10\|52535;2026-08-28\|48.91\|-4.70\|51.27\|52.00\|48.90\|45165;2026-08-31\|50.50\|3.25\|47.80\|50.68\|47.00\|37245;2026-09-01\|48.85\|-3.27\|49.98\|51.22\|48.70\|28178;2026-09-02\|47.70\|-2.35\|47.95\|48.45\|47.18\|20262;2026-09-03\|47.37\|-0.69\|48.50\|48.50\|46.80\|20105;2026-09-04\|45.50\|-3.95\|47.98\|48.48\|45.00\|29784;2026-09-07\|46.69\|2.62\|46.00\|47.16\|45.88\|22826;2026-09-08\|44.58\|-4.52\|45.72\|46.68\|44.31\|41253;2026-09-09\|45.18\|1.35\|44.70\|46.36\|44.60\|39311;2026-09-10\|44.63\|-1.22\|44.61\|45.50\|44.00\|16874;2026-09-11\|43.85\|-1.75\|44.39\|44.39\|41.91\|33191
119806	长鑫科技7月16日启动申购	光刻胶+海外仓+化学制品+一季报增长行业原因：华泰证券指出，存储行业正快速增长，伴随当前晶圆厂、存储企业等扩产，以及芯片向新型存储技术、先进制程、先进封装等发展，全球半导体材料市场有望迎来快速增长。公司原因： 1、据2023年9月8日互动易，公司的光刻胶类试剂产品，主要用于满足半导体、集成电路、微电子等领域的研发使用需求。 2、据2026年5月14日机构调研，公司在美国的本地化布局已比较成熟，美国仓备货货值约1亿元；预计今年第三季度完成德国仓库备货，第四季度开始产生销售，海外业务毛利率显著高于国内。 3、公司致力于为科研及工业领域提供高品质试剂产品及专业化服务，业务涵盖高端化学、生命科学、分析色谱及材料科学等领域，同时配套少量实验耗材。公司自主打造“阿拉丁（aladdin）”品牌科研试剂和“芯硅谷（i-quip）”品牌实验耗材，主要依托自建电子商务平台（www.aladdin-e.com）开展线上销售，实现产品展示、交易及客户服务的一体化运营。 4、据2026年4月28日公告，公司2026年一季度实现营收1.71亿元，同比增长31.15%；归母净利润2909.33万元，同比增长20.31%。	1、公司光刻胶类试剂产品主要用于满足半导体、集成电路等领域的研发使用需求； 2、国内试剂电商领先企业，科研试剂常备库存产品超过3.3万种，是国内品种最齐全的供应商之一	2026-05-08\|22.85\|2.93\|22.20\|23.50\|22.20\|173328;2026-05-11\|22.95\|0.44\|23.38\|23.80\|22.72\|209478;2026-05-12\|22.93\|-0.09\|23.23\|23.75\|22.57\|145921;2026-05-13\|23.65\|3.14\|22.94\|23.89\|22.10\|121690;2026-05-14\|22.37\|-5.41\|23.79\|23.86\|22.33\|131143;2026-05-15\|21.88\|-2.19\|22.43\|23.25\|21.54\|146985;2026-05-18\|22.99\|5.07\|21.70\|23.08\|21.39\|138838;2026-05-19\|23.17\|0.78\|22.80\|23.53\|22.30\|112150;2026-05-20\|24.10\|4.01\|23.50\|24.46\|22.82\|128064;2026-05-21\|22.98\|-4.65\|24.11\|24.75\|22.83\|145486;2026-05-22\|23.78\|3.48\|23.00\|23.98\|22.92\|99834;2026-05-25\|23.82\|0.17\|23.99\|23.99\|23.08\|95258;2026-05-26\|22.26\|-6.55\|23.88\|24.12\|21.73\|177287;2026-05-27\|21.80\|-2.07\|22.26\|22.69\|21.20\|123678;2026-05-28\|22.19\|1.79\|21.83\|22.66\|21.23\|102110;2026-05-29\|20.55\|-7.39\|22.15\|22.86\|20.14\|179506;2026-06-01\|20.29\|-1.27\|20.40\|20.62\|19.92\|109429;2026-06-02\|20.47\|0.89\|20.35\|20.52\|19.60\|83173;2026-06-03\|20.50\|0.15\|20.45\|21.12\|19.90\|82468;2026-06-04\|21.33\|4.05\|20.07\|21.68\|20.07\|126184;2026-06-05\|22.05\|3.38\|21.70\|23.15\|21.00\|149957;2026-06-08\|20.30\|-7.94\|20.18\|21.13\|19.51\|196058;2026-06-09\|20.18\|-0.59\|20.45\|20.85\|19.30\|124616;2026-06-10\|19.85\|-1.64\|19.74\|19.99\|18.80\|150051;2026-06-11\|20.18\|1.66\|19.50\|20.58\|19.30\|115909;2026-06-12\|20.58\|1.98\|20.61\|21.88\|20.28\|166022;2026-06-15\|20.70\|0.58\|20.59\|21.15\|20.35\|106802;2026-06-16\|20.75\|0.24\|20.64\|21.11\|20.22\|112161;2026-06-17\|21.24\|2.36\|20.32\|21.60\|20.23\|104724;2026-06-18\|22.24\|4.71\|21.11\|22.45\|20.90\|125752;2026-06-22\|22.78\|2.43\|22.25\|22.80\|20.85\|165921;2026-06-23\|26.91\|18.13\|22.65\|27.34\|22.43\|464983;2026-06-24\|26.01\|-3.34\|26.00\|26.91\|24.42\|400868;2026-06-25\|26.65\|2.46\|25.53\|27.10\|25.22\|272165;2026-06-26\|24.90\|-6.57\|26.41\|26.55\|24.82\|203969;2026-06-29\|25.94\|4.18\|25.34\|26.85\|24.87\|221267;2026-06-30\|27.71\|6.82\|26.29\|28.28\|25.50\|209364;2026-07-01\|30.21\|9.02\|27.49\|31.63\|26.62\|345383;2026-07-02\|26.21\|-13.04\|29.00\|29.43\|26.00\|266333;2026-07-03\|25.67\|-2.06\|26.28\|26.88\|25.53\|178129;2026-07-06\|24.52\|-4.48\|25.77\|26.28\|23.99\|188503;2026-07-07\|24.10\|-1.71\|24.03\|25.47\|23.98\|104453;2026-07-08\|25.42\|5.48\|24.10\|26.19\|22.91\|205288;2026-07-09\|28.31\|11.37\|25.22\|28.98\|25.22\|296361;2026-07-10\|25.92\|-8.44\|28.00\|28.73\|25.91\|239235;2026-07-13\|23.99\|-7.45\|25.88\|26.72\|23.60\|174195;2026-07-14\|24.67\|2.83\|24.40\|25.20\|23.70\|147642;2026-07-15\|25.31\|2.59\|24.75\|26.32\|24.51\|199115;2026-07-16\|22.38\|-11.58\|24.56\|24.87\|22.10\|225991;2026-07-17\|19.43\|-13.18\|22.20\|22.37\|19.38\|207339;2026-07-20\|17.11\|-11.94\|20.05\|20.30\|16.53\|214316;2026-07-21\|18.69\|9.23\|17.32\|18.82\|15.65\|227523;2026-07-22\|17.70\|-5.30\|18.21\|18.89\|17.59\|138868;2026-07-23\|17.70\|0.00\|17.77\|18.56\|17.30\|113759;2026-07-24\|17.82\|0.68\|17.45\|18.45\|17.31\|116284;2026-07-27\|18.28\|2.58\|18.10\|18.37\|17.02\|150959;2026-07-28\|17.11\|-6.40\|17.81\|18.63\|16.96\|121331;2026-07-29\|16.99\|-0.70\|17.13\|17.33\|16.06\|125562;2026-07-30\|15.87\|-6.59\|16.99\|16.99\|15.75\|99156;2026-07-31\|16.31\|2.77\|16.75\|17.96\|16.31\|140991;2026-08-03\|16.90\|3.62\|16.57\|16.93\|16.02\|99835;2026-08-04\|18.30\|8.28\|17.02\|18.50\|16.80\|130778;2026-08-05\|19.29\|5.41\|18.30\|19.69\|18.15\|119374;2026-08-06\|19.35\|0.31\|19.00\|19.58\|18.72\|88956;2026-08-07\|20.74\|7.18\|19.40\|21.00\|18.85\|135871;2026-08-10\|21.06\|1.54\|20.76\|21.39\|20.41\|128195;2026-08-11\|21.56\|2.37\|20.81\|22.30\|20.70\|144943;2026-08-12\|21.42\|-0.65\|21.59\|23.00\|21.21\|171267;2026-08-13\|21.87\|2.10\|21.41\|22.50\|21.41\|161519;2026-08-14\|24.25\|10.88\|21.75\|26.18\|21.69\|392766;2026-08-17\|23.88\|-1.53\|23.95\|24.33\|22.60\|212833;2026-08-18\|23.64\|-1.00\|23.88\|24.44\|23.22\|180984;2026-08-19\|23.45\|-0.80\|23.01\|24.66\|22.37\|239178;2026-08-20\|22.76\|-2.94\|22.28\|23.66\|20.48\|337086;2026-08-21\|20.89\|-8.22\|21.79\|22.38\|20.17\|245035;2026-08-24\|21.06\|0.81\|20.89\|21.69\|20.49\|156610;2026-08-25\|20.25\|-3.85\|20.85\|20.95\|19.62\|151099;2026-08-26\|19.75\|-2.47\|20.15\|20.40\|19.60\|105099;2026-08-27\|20.23\|2.43\|19.75\|20.70\|19.47\|124514;2026-08-28\|20.03\|-0.99\|20.32\|20.75\|19.93\|107960;2026-08-31\|20.23\|1.00\|19.70\|20.47\|19.57\|76004;2026-09-01\|19.95\|-1.38\|20.25\|20.40\|19.58\|104772;2026-09-02\|19.18\|-3.86\|19.52\|19.52\|18.90\|78652;2026-09-03\|19.17\|-0.05\|19.28\|19.49\|18.77\|83185;2026-09-04\|18.64\|-2.76\|19.28\|19.52\|18.42\|63822;2026-09-07\|19.06\|2.25\|18.80\|19.38\|18.55\|57470;2026-09-08\|19.41\|1.84\|19.09\|19.85\|18.94\|89487;2026-09-09\|19.58\|0.88\|19.45\|19.77\|19.22\|70116;2026-09-10\|18.95\|-3.22\|19.50\|19.50\|18.80\|59530;2026-09-11\|18.57\|-2.01\|18.79\|18.79\|18.01\|67240
119805	长鑫科技7月16日启动申购	商业航天+T/R组件+硅基氮化镓行业原因： 1、据上海证券报1月10日报道，我国2025年12月向ITU申报超20万颗卫星频轨资源，规模空前。 2、据证券时报，当地时间1月9日，美国联邦通信委员会批准下一代卫星星座计划，授权SpaceX在现有已部署8000颗卫星的基础上，增加部署运营7500颗第二代星链卫星，全球获批在轨运行的二代卫星总数超1.5万颗。公司原因： 1、据2025年12月25日互动易，公司在低轨卫星和商业航天领域多款有源相控阵T/R组件产品已交付客户。 2、据2025年8月29日半年报，公司主营有源相控阵T/R组件和射频集成电路产品，应用于雷达、卫星通信及移动通信领域，核心技术国内领先。 3、据2025年11月26日互动易，公司与头部终端厂商联合开发的硅基氮化镓功放芯片实现终端射频领域首次量产交付，填补国内空白。	公司是国内领先的射频芯片及组件供应商，多款有源相控阵T/R组件及射频芯片已批量交付低轨卫星客户，是国内卫星载荷核心供应商	2026-05-08\|133.39\|4.95\|125.52\|133.90\|123.88\|92069;2026-05-11\|132.50\|-0.67\|136.06\|138.00\|131.00\|91316;2026-05-12\|127.56\|-3.73\|133.49\|134.60\|126.88\|66066;2026-05-13\|124.70\|-2.24\|126.00\|127.67\|123.00\|67696;2026-05-14\|116.83\|-6.31\|124.93\|125.80\|116.83\|70237;2026-05-15\|110.01\|-5.84\|116.25\|117.48\|108.39\|87245;2026-05-18\|111.22\|1.10\|111.22\|114.46\|108.00\|68839;2026-05-19\|111.66\|0.40\|110.75\|113.00\|108.06\|51435;2026-05-20\|111.35\|-0.28\|111.44\|114.50\|110.23\|53501;2026-05-21\|106.00\|-4.80\|113.00\|114.27\|105.44\|60625;2026-05-22\|106.81\|0.76\|108.12\|108.20\|103.89\|45589;2026-05-25\|106.00\|-0.76\|108.00\|108.00\|103.80\|45615;2026-05-26\|101.91\|-3.86\|105.57\|105.98\|101.01\|63132;2026-05-27\|99.50\|-2.36\|102.70\|103.50\|98.21\|53487;2026-05-28\|97.59\|-1.92\|99.65\|99.65\|95.12\|55763;2026-05-29\|91.00\|-6.75\|97.36\|97.98\|89.66\|71291;2026-06-01\|89.89\|-1.22\|90.90\|93.00\|89.52\|59632;2026-06-02\|89.35\|-0.60\|91.07\|91.85\|85.68\|63778;2026-06-03\|91.35\|2.24\|90.00\|94.68\|88.50\|63421;2026-06-04\|90.23\|-1.23\|90.39\|91.65\|89.20\|34991;2026-06-05\|93.90\|4.07\|91.02\|98.29\|89.79\|103951;2026-06-08\|88.91\|-5.31\|91.80\|97.50\|88.55\|79528;2026-06-09\|94.70\|6.51\|90.69\|96.68\|88.51\|84824;2026-06-10\|93.76\|-0.99\|93.98\|98.90\|91.87\|71347;2026-06-11\|93.97\|0.22\|94.18\|95.19\|90.52\|57766;2026-06-12\|94.49\|0.55\|95.29\|97.58\|92.87\|73681;2026-06-15\|98.80\|4.56\|96.47\|99.50\|94.05\|80662;2026-06-16\|96.46\|-2.37\|99.90\|99.97\|95.50\|71896;2026-06-17\|98.23\|1.83\|95.33\|102.00\|94.10\|81001;2026-06-18\|101.93\|3.77\|97.00\|102.44\|96.36\|83006;2026-06-22\|97.00\|-4.84\|101.09\|101.60\|93.50\|86892;2026-06-23\|93.77\|-3.33\|94.60\|96.38\|92.82\|56806;2026-06-24\|98.32\|4.85\|94.24\|99.35\|92.60\|74448;2026-06-25\|95.71\|-2.65\|96.68\|98.32\|94.58\|54794;2026-06-26\|100.30\|5.27\|93.37\|103.13\|91.70\|91188;2026-06-29\|98.83\|-1.47\|100.30\|101.64\|95.68\|59374;2026-06-30\|104.30\|5.53\|99.99\|104.58\|99.04\|70264;2026-07-01\|102.06\|-2.15\|104.10\|105.50\|101.35\|66575;2026-07-02\|97.74\|-4.23\|100.18\|103.50\|97.34\|67593;2026-07-03\|107.34\|9.82\|97.90\|108.50\|97.90\|104133;2026-07-06\|104.50\|-2.65\|109.65\|111.90\|99.33\|99328;2026-07-07\|97.95\|-6.27\|100.00\|104.20\|97.50\|52956;2026-07-08\|93.33\|-4.72\|98.02\|100.00\|93.13\|48888;2026-07-09\|104.01\|11.44\|94.52\|104.68\|92.80\|59743;2026-07-10\|113.01\|8.65\|104.11\|120.04\|102.60\|141770;2026-07-13\|98.57\|-12.78\|110.01\|112.90\|96.00\|112818;2026-07-14\|87.80\|-10.93\|98.00\|98.00\|85.45\|87119;2026-07-15\|83.44\|-4.97\|88.00\|89.58\|82.69\|55831;2026-07-16\|77.40\|-7.24\|83.20\|84.42\|76.66\|68359;2026-07-17\|68.50\|-11.50\|77.01\|78.67\|68.41\|98163;2026-07-20\|71.10\|3.80\|69.87\|72.27\|67.62\|107715;2026-07-21\|75.30\|5.91\|70.05\|75.43\|67.01\|85622;2026-07-22\|75.35\|0.07\|73.00\|76.78\|73.00\|54892;2026-07-23\|77.36\|2.67\|75.89\|78.31\|74.60\|51207;2026-07-24\|74.13\|-4.18\|75.83\|78.30\|74.00\|31935;2026-07-27\|75.06\|1.25\|75.65\|76.50\|73.17\|35269;2026-07-28\|71.54\|-4.69\|73.50\|75.21\|71.16\|33075;2026-07-29\|73.85\|3.23\|72.20\|74.98\|69.98\|47587;2026-07-30\|70.12\|-5.05\|73.88\|74.59\|70.09\|35543;2026-07-31\|72.48\|3.37\|73.11\|74.34\|71.40\|40666;2026-08-03\|76.08\|4.97\|73.44\|77.50\|72.14\|48094;2026-08-04\|78.01\|2.54\|76.57\|78.88\|75.70\|38115;2026-08-05\|79.28\|1.63\|77.50\|80.68\|77.41\|40562;2026-08-06\|78.10\|-1.49\|78.10\|80.30\|77.21\|50861;2026-08-07\|81.10\|3.84\|78.13\|81.13\|77.60\|44706;2026-08-10\|82.80\|2.10\|81.31\|83.25\|78.10\|49868;2026-08-11\|80.30\|-3.02\|79.52\|82.50\|78.01\|49317;2026-08-12\|82.62\|2.89\|80.96\|83.46\|79.10\|40574;2026-08-13\|83.78\|1.40\|82.24\|85.86\|82.24\|39058;2026-08-14\|83.84\|0.07\|84.52\|85.60\|82.70\|29912;2026-08-17\|86.34\|2.98\|85.00\|86.70\|83.20\|39465;2026-08-18\|85.52\|-0.95\|85.66\|87.22\|84.54\|29587;2026-08-19\|82.74\|-3.25\|87.70\|88.88\|80.07\|76809;2026-08-20\|79.26\|-4.21\|80.00\|82.90\|78.51\|54490;2026-08-21\|79.62\|0.45\|79.01\|81.02\|78.00\|28457;2026-08-24\|77.41\|-2.78\|78.20\|79.55\|76.50\|33936;2026-08-25\|77.23\|-0.23\|76.64\|79.40\|75.39\|29062;2026-08-26\|76.34\|-1.15\|77.50\|78.13\|76.05\|17815;2026-08-27\|78.40\|2.70\|76.76\|78.50\|76.01\|22612;2026-08-28\|76.88\|-1.94\|77.96\|78.77\|76.80\|18102;2026-08-31\|77.76\|1.14\|76.01\|77.85\|75.33\|33558;2026-09-01\|74.87\|-3.72\|77.76\|77.76\|74.53\|27950;2026-09-02\|73.78\|-1.46\|73.28\|75.68\|73.28\|27834;2026-09-03\|72.29\|-2.02\|75.50\|75.50\|71.80\|28477;2026-09-04\|73.17\|1.22\|73.66\|75.18\|72.56\|33778;2026-09-07\|72.50\|-0.92\|73.49\|74.58\|72.05\|22957;2026-09-08\|72.45\|-0.07\|72.55\|74.37\|72.11\|21061;2026-09-09\|73.13\|0.94\|72.88\|74.34\|72.27\|23556;2026-09-10\|72.03\|-1.50\|72.51\|73.81\|71.71\|20837;2026-09-11\|71.80\|-0.32\|71.89\|73.00\|69.64\|34207
119804	长鑫科技7月16日启动申购	涨停揭秘：长鑫科技IPO注册获批，带动晶圆代工环节关注度提升，公司作为国内主流12英寸代工厂直接受益；涨停缘由：长鑫科技扩产需匹配先进制程代工能力，晶合集成在成熟制程及特色工艺领域具备产能承接潜力；资金逻辑：资金提前布局国产IDM与代工协同主线，晶合集成估值处于历史低位，弹性空间大；风险提示：公司尚未公告与长鑫科技直接合作，当前产能利用率承压，盈利修复仍需时间	公司主要从事12英寸晶圆代工业务	2026-05-08\|33.28\|-2.29\|33.60\|34.10\|32.96\|377946;2026-05-11\|36.05\|8.32\|34.00\|36.89\|33.93\|743219;2026-05-12\|35.75\|-0.83\|35.93\|36.98\|35.30\|447676;2026-05-13\|36.79\|2.91\|35.28\|37.15\|34.56\|538479;2026-05-14\|39.10\|6.28\|37.50\|40.94\|37.50\|990458;2026-05-15\|39.22\|0.31\|39.70\|41.25\|38.78\|787465;2026-05-18\|40.90\|4.28\|40.00\|42.50\|39.26\|821527;2026-05-19\|41.02\|0.29\|39.87\|41.27\|37.89\|606272;2026-05-20\|42.88\|4.53\|40.77\|43.02\|40.19\|956869;2026-05-21\|38.98\|-9.10\|42.11\|42.39\|38.84\|860130;2026-05-22\|39.00\|0.05\|39.89\|40.06\|38.39\|551635;2026-05-25\|42.91\|10.03\|39.12\|44.35\|39.03\|752535;2026-05-26\|41.62\|-3.01\|42.80\|42.80\|40.42\|506944;2026-05-27\|43.00\|3.32\|42.20\|44.73\|41.99\|644422;2026-05-28\|47.53\|10.53\|42.14\|48.99\|42.09\|915096;2026-05-29\|45.56\|-4.14\|46.85\|48.65\|44.67\|686261;2026-06-01\|42.43\|-6.87\|44.74\|45.08\|42.05\|579514;2026-06-02\|42.10\|-0.78\|42.20\|43.19\|40.90\|380406;2026-06-03\|41.16\|-2.23\|42.04\|43.08\|40.60\|460278;2026-06-04\|42.23\|2.60\|40.50\|43.86\|40.24\|356621;2026-06-05\|40.44\|-4.24\|41.60\|41.66\|39.98\|378822;2026-06-08\|38.09\|-5.81\|38.28\|40.60\|37.68\|388007;2026-06-09\|39.54\|3.81\|39.32\|39.99\|38.50\|238346;2026-06-10\|38.41\|-2.86\|39.01\|39.50\|37.44\|293810;2026-06-11\|37.91\|-1.30\|38.25\|39.36\|37.12\|329815;2026-06-12\|40.50\|6.83\|39.40\|44.13\|39.16\|770179;2026-06-15\|42.75\|5.56\|41.64\|43.48\|40.65\|458059;2026-06-16\|42.10\|-1.52\|42.75\|42.79\|41.03\|364898;2026-06-17\|46.43\|10.29\|41.93\|46.80\|41.30\|567102;2026-06-18\|49.96\|7.60\|46.33\|51.86\|45.72\|637190;2026-06-22\|52.80\|5.68\|50.86\|53.35\|49.00\|545025;2026-06-23\|55.38\|4.89\|51.80\|58.00\|51.51\|633854;2026-06-24\|57.20\|3.29\|54.00\|59.98\|53.50\|590032;2026-06-25\|58.21\|1.77\|57.27\|58.95\|55.62\|487153;2026-06-26\|58.11\|-0.17\|56.98\|61.03\|55.46\|609695;2026-06-29\|59.26\|1.98\|58.00\|60.39\|54.30\|597026;2026-06-30\|59.03\|-0.39\|59.94\|60.29\|58.23\|408922;2026-07-01\|61.28\|3.81\|59.28\|67.33\|57.00\|773861;2026-07-02\|60.43\|-1.39\|59.24\|66.56\|57.50\|824684;2026-07-03\|61.10\|1.11\|62.00\|65.99\|61.00\|796690;2026-07-06\|61.48\|0.62\|62.30\|63.30\|54.89\|868245;2026-07-07\|60.10\|-2.24\|59.51\|62.92\|58.56\|467375;2026-07-08\|58.51\|-2.65\|60.55\|61.77\|55.18\|520284;2026-07-09\|65.21\|11.45\|61.75\|65.31\|58.43\|721844;2026-07-10\|54.12\|-17.01\|65.21\|65.21\|53.96\|1089386;2026-07-13\|51.09\|-5.60\|53.55\|55.46\|50.57\|636563;2026-07-14\|51.30\|0.41\|51.03\|51.85\|48.50\|488196;2026-07-15\|50.34\|-1.87\|52.10\|53.80\|48.90\|407563;2026-07-16\|48.72\|-3.22\|49.00\|52.00\|47.13\|375822;2026-07-17\|45.10\|-7.43\|48.12\|50.29\|45.00\|445185;2026-07-20\|43.40\|-3.77\|46.99\|47.00\|41.89\|526405;2026-07-21\|49.80\|14.75\|44.29\|50.09\|40.40\|686193;2026-07-22\|48.50\|-2.61\|48.70\|50.30\|47.60\|452557;2026-07-23\|45.42\|-6.35\|48.88\|49.19\|44.61\|343021;2026-07-24\|46.79\|3.02\|44.66\|47.46\|44.12\|290388;2026-07-27\|44.38\|-5.15\|46.01\|46.26\|43.08\|442165;2026-07-28\|40.99\|-7.64\|43.00\|44.65\|40.50\|385591;2026-07-29\|39.69\|-3.17\|41.19\|41.50\|37.80\|420803;2026-07-30\|35.92\|-9.50\|39.48\|39.65\|35.88\|445014;2026-07-31\|37.25\|3.70\|39.00\|39.52\|37.18\|359368;2026-08-03\|34.59\|-7.14\|36.46\|36.98\|34.20\|313156;2026-08-04\|36.62\|5.87\|35.00\|36.84\|34.60\|255449;2026-08-05\|39.20\|7.05\|36.99\|39.65\|36.98\|371605;2026-08-06\|39.69\|1.25\|38.60\|40.50\|38.07\|211123;2026-08-07\|40.95\|3.17\|39.69\|41.27\|39.45\|235875;2026-08-10\|40.18\|-1.88\|40.96\|41.18\|39.39\|181365;2026-08-11\|39.70\|-1.19\|39.88\|40.98\|39.12\|144687;2026-08-12\|40.21\|1.28\|40.49\|40.66\|39.53\|135608;2026-08-13\|39.59\|-1.54\|40.90\|41.78\|39.50\|203483;2026-08-14\|40.09\|1.26\|40.60\|40.60\|39.29\|162428;2026-08-17\|43.60\|8.76\|40.26\|43.68\|40.00\|375964;2026-08-18\|43.86\|0.60\|43.59\|44.51\|42.40\|299374;2026-08-19\|39.75\|-9.37\|42.80\|42.80\|39.51\|267762;2026-08-20\|39.39\|-0.91\|40.68\|40.68\|39.08\|155478;2026-08-21\|39.12\|-0.69\|39.27\|40.28\|38.74\|146442;2026-08-24\|38.46\|-1.69\|39.51\|39.60\|37.28\|214269;2026-08-25\|37.37\|-2.83\|37.50\|37.96\|35.98\|216618;2026-08-26\|38.30\|2.49\|37.60\|39.18\|37.40\|170354;2026-08-27\|41.03\|7.13\|38.31\|41.37\|37.85\|322576;2026-08-28\|39.10\|-4.70\|40.67\|40.88\|39.09\|220662;2026-08-31\|38.77\|-0.84\|37.93\|38.96\|37.22\|261979;2026-09-01\|37.25\|-3.92\|38.70\|38.94\|37.12\|171874;2026-09-02\|36.02\|-3.30\|36.55\|36.85\|35.73\|175148;2026-09-03\|36.34\|0.89\|36.68\|36.73\|35.60\|151954;2026-09-04\|35.07\|-3.49\|36.50\|37.13\|34.69\|186169;2026-09-07\|35.98\|2.59\|35.50\|36.25\|35.00\|151762;2026-09-08\|35.60\|-1.06\|35.80\|36.55\|35.47\|153188;2026-09-09\|35.50\|-0.28\|35.81\|36.06\|35.13\|124101;2026-09-10\|35.50\|0.00\|35.35\|35.85\|34.88\|89080;2026-09-11\|34.99\|-1.44\|34.71\|35.00\|33.60\|199112
119803	长鑫科技7月16日启动申购	涨停揭秘：中微公司4月27日涨停，受益于HBM3量产加速对高精度刻蚀设备的迫切需求，叠加逻辑芯片先进制程扩产持续超预期；涨停缘由：公司CCP刻蚀设备已批量导入台积电、中芯国际5nm/3nm产线，ICP设备在HBM TSV深孔刻蚀环节实现突破；英特尔、德州仪器业绩超预期印证全球晶圆厂资本开支回升；资金逻辑：近5日主力资金净流入3.1亿元，融资买入额占全市场半导体设备板块首位，游资接力明显；风险提示：设备交付周期拉长致季度收入确认波动加大；海外出口管制政策存在潜在扰动	公司为国内半导体设备龙头，核心产品等离子体刻蚀设备已批量应用在国内外一线客户从65纳米到14纳米、7纳米和5纳米及更先进生产线中	2026-05-08\|370.00\|-3.80\|380.00\|386.76\|366.64\|175410;2026-05-11\|383.64\|3.69\|377.05\|393.33\|371.30\|229066;2026-05-12\|388.45\|1.25\|384.00\|396.78\|374.36\|187768;2026-05-13\|405.60\|4.42\|376.00\|409.53\|374.00\|207028;2026-05-14\|387.17\|-4.54\|407.98\|409.58\|387.01\|157783;2026-05-15\|432.90\|11.81\|393.36\|464.00\|369.98\|380981;2026-05-18\|438.75\|1.35\|441.00\|461.88\|435.01\|279792;2026-05-19\|479.51\|9.29\|432.17\|480.00\|428.10\|300380;2026-05-20\|490.33\|2.26\|475.00\|498.00\|470.00\|293148;2026-05-21\|475.80\|-2.96\|490.62\|533.33\|473.00\|365299;2026-05-22\|469.60\|-1.30\|480.00\|483.33\|452.00\|297068;2026-05-25\|485.30\|3.34\|453.36\|491.98\|438.00\|363979;2026-05-26\|463.51\|-4.49\|475.60\|480.00\|452.15\|246821;2026-05-27\|455.05\|-1.83\|463.95\|486.70\|453.48\|229388;2026-05-28\|453.12\|-0.42\|453.90\|458.88\|441.03\|209929;2026-05-29\|297.68\|-2.04\|305.99\|306.58\|287.00\|301355;2026-06-01\|273.00\|-8.29\|290.00\|291.73\|271.50\|325732;2026-06-02\|282.80\|3.59\|278.46\|286.32\|268.44\|269236;2026-06-03\|285.92\|1.10\|281.99\|296.74\|278.80\|332414;2026-06-04\|289.39\|1.21\|280.99\|295.88\|280.88\|225784;2026-06-05\|276.00\|-4.63\|281.74\|287.65\|274.54\|219733;2026-06-08\|265.47\|-3.82\|265.20\|272.88\|261.60\|211047;2026-06-09\|285.04\|7.37\|272.09\|286.00\|270.60\|212813;2026-06-10\|289.11\|1.43\|282.89\|306.00\|282.00\|296079;2026-06-11\|303.12\|4.85\|299.99\|303.86\|292.00\|275032;2026-06-12\|303.92\|0.26\|318.27\|324.90\|303.90\|398067;2026-06-15\|319.98\|5.28\|309.99\|319.98\|299.17\|258422;2026-06-16\|319.00\|-0.31\|319.98\|323.70\|313.39\|205015;2026-06-17\|351.00\|10.03\|314.00\|351.88\|312.17\|313379;2026-06-18\|360.00\|2.56\|350.00\|368.00\|345.00\|261448;2026-06-22\|372.74\|3.54\|371.99\|385.00\|358.00\|283319;2026-06-23\|371.72\|-0.27\|372.74\|388.50\|364.50\|331536;2026-06-24\|383.00\|3.03\|362.50\|395.00\|359.30\|311932;2026-06-25\|399.13\|4.21\|388.01\|412.50\|388.01\|296757;2026-06-26\|413.00\|3.48\|397.00\|423.80\|393.24\|319523;2026-06-29\|456.69\|10.58\|419.19\|459.00\|419.19\|408099;2026-06-30\|468.50\|2.59\|457.00\|474.07\|446.10\|350683;2026-07-01\|462.00\|-1.39\|460.01\|500.00\|452.96\|353345;2026-07-02\|408.90\|-11.49\|428.50\|444.50\|407.00\|436400;2026-07-03\|413.69\|1.17\|396.21\|428.68\|392.00\|338123;2026-07-06\|420.00\|1.53\|424.96\|427.77\|392.45\|300175;2026-07-07\|420.04\|0.01\|408.00\|430.13\|401.56\|247776;2026-07-08\|423.00\|0.70\|420.00\|439.31\|402.00\|271527;2026-07-09\|471.59\|11.49\|433.99\|474.50\|430.00\|339455;2026-07-10\|434.51\|-7.86\|471.59\|492.05\|434.00\|379947;2026-07-13\|408.60\|-5.96\|421.47\|443.60\|402.03\|363808;2026-07-14\|405.30\|-0.81\|400.43\|415.00\|379.00\|356430;2026-07-15\|391.29\|-3.46\|414.00\|414.80\|385.85\|261113;2026-07-16\|361.42\|-7.63\|383.18\|391.00\|359.09\|318691;2026-07-17\|350.69\|-2.97\|364.62\|368.04\|341.86\|371244;2026-07-20\|342.50\|-2.34\|355.00\|361.97\|332.99\|366847;2026-07-21\|407.89\|19.09\|352.97\|409.00\|341.02\|449914;2026-07-22\|392.99\|-3.65\|395.34\|408.00\|381.20\|347055;2026-07-23\|375.20\|-4.53\|398.97\|399.00\|367.00\|263213;2026-07-24\|388.50\|3.54\|370.00\|396.00\|363.56\|264433;2026-07-27\|399.77\|2.90\|388.48\|405.00\|370.08\|246204;2026-07-28\|383.00\|-4.19\|388.00\|405.73\|376.80\|254358;2026-07-29\|360.00\|-6.01\|390.37\|391.54\|340.11\|378287;2026-07-30\|346.50\|-3.75\|350.01\|363.80\|335.00\|339687;2026-07-31\|344.00\|-0.72\|389.00\|389.00\|344.00\|327114;2026-08-03\|309.85\|-9.93\|340.47\|342.00\|308.12\|352778;2026-08-04\|317.74\|2.55\|312.78\|327.13\|305.23\|312977;2026-08-05\|358.00\|12.67\|322.72\|365.80\|322.00\|379940;2026-08-06\|361.59\|1.00\|348.00\|373.44\|347.55\|294241;2026-08-07\|367.65\|1.68\|360.84\|369.58\|356.10\|226969;2026-08-10\|389.99\|6.08\|369.50\|389.99\|366.77\|287318;2026-08-11\|363.10\|-6.89\|378.00\|384.00\|362.00\|304792;2026-08-12\|380.95\|4.92\|370.00\|385.91\|367.47\|261253;2026-08-13\|370.42\|-2.76\|388.00\|388.23\|370.00\|242760;2026-08-14\|374.85\|1.20\|377.95\|378.00\|367.50\|148699;2026-08-17\|387.82\|3.46\|373.47\|388.99\|371.17\|219106;2026-08-18\|398.33\|2.71\|387.82\|399.58\|383.01\|215905;2026-08-19\|372.00\|-6.61\|382.84\|390.59\|365.65\|257271;2026-08-20\|365.50\|-1.75\|375.00\|382.38\|360.40\|206255;2026-08-21\|362.50\|-0.82\|365.90\|369.75\|359.50\|146274;2026-08-24\|357.65\|-1.34\|364.00\|369.58\|350.20\|200443;2026-08-25\|354.00\|-1.02\|356.34\|359.36\|341.64\|143005;2026-08-26\|368.05\|3.97\|352.00\|370.66\|349.00\|166162;2026-08-27\|376.01\|2.16\|367.01\|376.46\|367.01\|159019;2026-08-28\|367.00\|-2.40\|374.00\|378.00\|367.00\|124012;2026-08-31\|362.00\|-1.36\|360.98\|362.00\|349.02\|177102;2026-09-01\|350.52\|-3.17\|360.01\|363.50\|348.28\|137938;2026-09-02\|343.88\|-1.89\|346.00\|350.97\|341.30\|112151;2026-09-03\|341.00\|-0.84\|348.00\|349.10\|337.18\|121910;2026-09-04\|335.42\|-1.64\|343.99\|347.10\|332.58\|131011;2026-09-07\|344.00\|2.56\|340.00\|347.93\|335.78\|158019;2026-09-08\|336.01\|-2.32\|342.01\|343.00\|330.51\|158982;2026-09-09\|333.00\|-0.90\|339.97\|340.90\|332.16\|100841;2026-09-10\|334.19\|0.36\|330.90\|338.50\|330.10\|83245;2026-09-11\|333.59\|-0.18\|331.49\|333.88\|323.00\|129881
119802	长鑫科技7月16日启动申购	EDA+半导体IP+并购重组获批 1、据2026年6月27日公告，公司发行股份及支付现金购买锐成芯微100%股权及纳能微45.64%股权事项，已获得中国证监会同意注册批复。 2、据2026年6月27日重组报告书，本次交易将助力公司打造国内首家EDA与IP深度协同的领军企业，实现从“EDA工具提供商”向“EDA+IP一站式综合解决方案平台”的转型。 3、据2025年年报，公司主营业务为向全球领先集成电路企业提供EDA全流程解决方案，通过“内生研发+外延并购”模式推进EDA+IP协同发展。	公司向全球领先集成电路企业提供EDA全流程解决方案，拟购买锐成芯微100%股权及纳能微45.64%股权，标的公司锐成芯微的模拟及数模混合IP排名中国第一、全球第四，存储IP获得了三家全球前十大芯片设计公司的认可和采用	2026-05-08\|34.55\|-2.21\|35.00\|35.25\|34.31\|56734;2026-05-11\|35.95\|4.05\|34.90\|36.48\|34.23\|101892;2026-05-12\|36.42\|1.31\|35.58\|37.63\|35.32\|104324;2026-05-13\|36.84\|1.15\|35.81\|37.12\|35.01\|87919;2026-05-14\|36.05\|-2.14\|37.00\|37.42\|36.05\|80257;2026-05-15\|36.20\|0.42\|35.72\|36.82\|34.77\|94332;2026-05-18\|35.81\|-1.08\|35.96\|36.72\|35.40\|71465;2026-05-19\|35.17\|-1.79\|35.50\|35.85\|34.43\|99210;2026-05-20\|39.70\|12.88\|34.80\|39.70\|34.70\|200963;2026-05-21\|39.02\|-1.71\|43.00\|44.48\|39.00\|300436;2026-05-22\|39.89\|2.23\|38.92\|41.93\|38.90\|201255;2026-05-25\|45.15\|13.19\|39.74\|47.28\|37.56\|338366;2026-05-26\|45.04\|-0.24\|46.84\|47.55\|42.02\|348520;2026-05-27\|40.75\|-9.52\|42.88\|43.00\|39.01\|286384;2026-05-28\|41.90\|2.82\|40.00\|42.48\|38.52\|172981;2026-05-29\|38.37\|-8.42\|42.00\|42.03\|37.50\|162114;2026-06-01\|36.20\|-5.66\|38.30\|38.98\|36.18\|109632;2026-06-02\|36.20\|0.00\|36.63\|37.50\|35.88\|89512;2026-06-03\|36.77\|1.57\|36.11\|37.89\|36.01\|99828;2026-06-04\|39.00\|6.06\|36.80\|40.55\|36.53\|142376;2026-06-05\|38.77\|-0.59\|38.61\|40.45\|37.87\|106017;2026-06-08\|39.88\|2.86\|37.11\|40.50\|36.70\|109809;2026-06-09\|40.78\|2.26\|39.88\|40.95\|39.65\|94050;2026-06-10\|38.93\|-4.54\|40.01\|42.35\|38.54\|111249;2026-06-11\|40.08\|2.95\|39.00\|43.22\|39.00\|153922;2026-06-12\|38.35\|-4.32\|41.21\|41.44\|37.83\|145192;2026-06-15\|39.12\|2.01\|38.21\|39.45\|37.53\|102542;2026-06-16\|37.52\|-4.09\|39.00\|39.26\|37.37\|108809;2026-06-17\|39.00\|3.94\|37.13\|39.27\|36.89\|106960;2026-06-18\|38.40\|-1.54\|38.80\|39.49\|38.09\|85108;2026-06-22\|37.03\|-3.57\|38.36\|38.72\|36.01\|106600;2026-06-23\|36.97\|-0.16\|37.00\|38.78\|35.66\|88634;2026-06-24\|39.78\|7.60\|36.88\|41.80\|36.04\|143863;2026-06-25\|39.13\|-1.63\|39.80\|40.18\|38.50\|109292;2026-06-26\|40.39\|3.22\|38.78\|41.43\|37.20\|153538;2026-06-29\|42.43\|5.05\|41.00\|42.74\|39.39\|184844;2026-06-30\|44.37\|4.57\|43.21\|44.65\|41.00\|198526;2026-07-01\|48.20\|8.63\|43.61\|49.59\|43.10\|216037;2026-07-02\|43.04\|-10.71\|46.20\|46.80\|42.45\|156401;2026-07-03\|40.63\|-5.60\|42.01\|42.94\|40.55\|119029;2026-07-06\|48.76\|20.01\|42.47\|48.76\|42.47\|243507;2026-07-07\|49.20\|0.90\|49.95\|50.19\|46.90\|236591;2026-07-08\|47.20\|-4.07\|48.95\|49.21\|44.02\|176359;2026-07-09\|53.00\|12.29\|47.98\|53.22\|46.50\|250321;2026-07-10\|47.16\|-11.02\|52.83\|54.83\|47.00\|248137;2026-07-13\|51.91\|10.07\|45.27\|53.99\|45.27\|262280;2026-07-14\|50.00\|-3.68\|52.18\|53.23\|47.81\|187210;2026-07-15\|46.15\|-7.64\|49.47\|49.77\|44.63\|160450;2026-07-16\|43.42\|-5.92\|44.59\|46.99\|43.07\|139416;2026-07-17\|38.45\|-11.45\|42.81\|43.35\|38.18\|139012;2026-07-20\|34.75\|-9.62\|38.81\|39.77\|33.00\|176964;2026-07-21\|37.10\|6.76\|34.86\|37.33\|33.02\|142801;2026-07-22\|36.29\|-2.18\|36.62\|37.56\|35.80\|117604;2026-07-23\|34.00\|-6.31\|36.29\|36.68\|33.41\|103438;2026-07-24\|34.18\|0.53\|33.44\|34.84\|33.23\|78390;2026-07-27\|34.80\|1.81\|33.51\|34.80\|32.65\|66071;2026-07-28\|32.40\|-6.90\|33.90\|34.68\|32.11\|71496;2026-07-29\|32.46\|0.19\|32.39\|32.86\|30.70\|75140;2026-07-30\|30.63\|-5.64\|32.12\|32.68\|29.90\|63332;2026-07-31\|31.80\|3.82\|32.51\|33.51\|31.71\|83256;2026-08-03\|31.61\|-0.60\|31.80\|32.18\|30.84\|55819;2026-08-04\|32.55\|2.97\|33.00\|33.65\|31.80\|68799;2026-08-05\|34.20\|5.07\|32.65\|34.72\|32.42\|79185;2026-08-06\|34.29\|0.26\|33.53\|34.60\|33.00\|70584;2026-08-07\|36.14\|5.40\|34.39\|37.36\|33.63\|110518;2026-08-10\|35.16\|-2.71\|36.16\|36.35\|34.70\|64510;2026-08-11\|36.11\|2.70\|36.50\|37.38\|35.81\|97389;2026-08-12\|36.77\|1.83\|36.03\|38.00\|36.02\|82161;2026-08-13\|35.38\|-3.78\|37.24\|37.24\|35.35\|69041;2026-08-14\|35.72\|0.96\|36.04\|36.50\|34.85\|56354;2026-08-17\|41.57\|16.38\|35.85\|41.80\|35.65\|163369;2026-08-18\|41.90\|0.79\|41.57\|42.18\|40.40\|97854;2026-08-19\|39.71\|-5.23\|41.07\|42.95\|39.60\|98073;2026-08-20\|39.08\|-1.59\|40.62\|40.90\|38.40\|77209;2026-08-21\|43.30\|10.80\|39.18\|43.80\|38.81\|158123;2026-08-24\|41.29\|-4.64\|43.21\|44.51\|39.91\|106495;2026-08-25\|41.42\|0.31\|40.82\|41.61\|39.40\|73146;2026-08-26\|42.30\|2.12\|41.40\|44.25\|41.37\|100630;2026-08-27\|43.76\|3.45\|42.00\|44.40\|42.00\|100021;2026-08-28\|44.52\|1.74\|43.40\|45.30\|43.30\|88285;2026-08-31\|44.44\|-0.18\|43.50\|44.88\|42.78\|74787;2026-09-01\|41.31\|-7.04\|44.88\|45.54\|40.50\|139521;2026-09-02\|41.50\|0.46\|41.04\|41.80\|40.46\|64315;2026-09-03\|41.35\|-0.36\|41.82\|42.36\|40.30\|59741;2026-09-04\|39.62\|-4.18\|41.99\|42.20\|39.02\|71564;2026-09-07\|40.00\|0.96\|40.66\|42.27\|39.08\|125072;2026-09-08\|39.72\|-0.70\|40.00\|40.76\|39.33\|72733;2026-09-09\|38.80\|-2.32\|39.72\|40.98\|38.69\|72733;2026-09-10\|37.98\|-2.11\|38.55\|38.98\|37.80\|54479;2026-09-11\|36.80\|-3.11\|37.69\|37.94\|35.77\|59663
119801	长鑫科技7月16日启动申购	半导体检测+光刻机+AR/VR检测+精密光学行业原因： 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2025年招股说明书及2025年年报，公司研发制造的精密光学器件棱镜和平片已应用于国产光刻机；公司主营精密光学器件、光学镜头和光学系统，是国家级制造业单项冠军，服务于半导体、AR/VR检测等六大应用场景。 2、据2026年6月12日机构调研，2025年公司AR/VR检测业务实现高速增长，已成为公司第三大应用领域，业务覆盖海内外主流客户群体。 3、据2026年4月11日公告，2026年第一季度公司新增订单约3亿元，同比增长约138%，其中约75%来自半导体客户；据2025年年报，2025年公司半导体领域收入较去年同期增长71.47%。	公司为光刻机光学系统提供用于匀光、中继照明模块的光学器件、投影物镜	2026-05-08\|539.85\|-1.98\|528.70\|555.00\|518.50\|23796;2026-05-11\|539.82\|-0.01\|540.20\|569.98\|523.50\|26787;2026-05-12\|561.00\|3.92\|539.80\|568.00\|534.01\|24344;2026-05-13\|581.00\|3.57\|541.00\|588.66\|541.00\|21040;2026-05-14\|551.04\|-5.16\|570.55\|579.40\|545.00\|22039;2026-05-15\|558.01\|1.26\|555.90\|570.00\|528.88\|20540;2026-05-18\|539.75\|-3.27\|541.05\|555.80\|533.01\|16283;2026-05-19\|538.00\|-0.32\|535.27\|540.94\|509.01\|18598;2026-05-20\|585.11\|8.76\|538.00\|597.99\|530.00\|26053;2026-05-21\|523.68\|-10.50\|593.52\|606.30\|523.61\|25409;2026-05-22\|537.00\|2.54\|525.00\|551.19\|511.00\|20375;2026-05-25\|522.00\|-2.79\|530.40\|550.08\|500.04\|27855;2026-05-26\|499.06\|-4.39\|529.47\|529.47\|487.50\|21953;2026-05-27\|473.16\|-5.19\|507.75\|508.44\|464.99\|21571;2026-05-28\|483.50\|2.19\|475.00\|495.00\|466.64\|15264;2026-05-29\|452.00\|-6.51\|480.13\|485.86\|450.00\|17733;2026-06-01\|432.99\|-4.21\|445.00\|453.00\|430.02\|16542;2026-06-02\|436.05\|0.71\|433.09\|437.94\|418.01\|12576;2026-06-03\|445.88\|2.25\|438.00\|463.00\|436.11\|18759;2026-06-04\|462.20\|3.66\|430.25\|468.68\|430.25\|18086;2026-06-05\|453.90\|-1.80\|455.00\|485.00\|438.10\|20896;2026-06-08\|428.50\|-5.60\|420.00\|452.10\|420.00\|15810;2026-06-09\|452.70\|5.65\|447.00\|458.68\|442.00\|17885;2026-06-10\|438.20\|-3.20\|443.01\|455.50\|431.16\|11338;2026-06-11\|438.00\|-0.05\|440.00\|464.68\|432.00\|20220;2026-06-12\|465.00\|6.16\|458.00\|475.87\|449.00\|28773;2026-06-15\|500.58\|7.65\|450.00\|509.99\|435.01\|38130;2026-06-16\|489.99\|-2.12\|492.00\|496.55\|476.00\|23509;2026-06-17\|518.94\|5.91\|476.55\|529.48\|476.55\|27596;2026-06-18\|520.10\|0.22\|509.60\|529.99\|503.01\|20989;2026-06-22\|499.00\|-4.01\|533.00\|533.90\|488.80\|19268;2026-06-23\|501.17\|0.43\|497.79\|508.88\|475.00\|19450;2026-06-24\|570.00\|13.73\|503.69\|598.72\|494.94\|33389;2026-06-25\|581.24\|1.97\|570.02\|598.00\|561.00\|27001;2026-06-26\|601.88\|3.55\|573.00\|633.00\|558.18\|29584;2026-06-29\|578.00\|-3.97\|600.00\|615.55\|540.66\|28653;2026-06-30\|693.60\|20.00\|567.10\|693.60\|567.00\|32374;2026-07-01\|670.00\|-3.40\|693.00\|709.49\|635.00\|27652;2026-07-02\|611.02\|-8.80\|630.00\|658.00\|598.00\|21806;2026-07-03\|572.28\|-6.34\|599.00\|618.00\|572.22\|19718;2026-07-06\|558.10\|-2.48\|576.84\|580.00\|535.00\|19539;2026-07-07\|533.80\|-4.35\|550.00\|562.80\|531.10\|12787;2026-07-08\|533.00\|-0.15\|533.70\|559.81\|521.50\|15385;2026-07-09\|600.21\|12.61\|545.34\|605.20\|545.34\|21574;2026-07-10\|611.93\|1.95\|605.11\|698.27\|605.11\|33791;2026-07-13\|598.54\|-2.19\|608.00\|650.71\|591.18\|26663;2026-07-14\|589.02\|-1.59\|605.00\|632.44\|563.90\|27882;2026-07-15\|540.85\|-8.18\|598.63\|609.00\|533.71\|22892;2026-07-16\|534.96\|-1.09\|521.52\|560.39\|506.70\|21509;2026-07-17\|454.90\|-14.97\|532.95\|534.00\|451.21\|23354;2026-07-20\|363.92\|-20.00\|469.97\|469.97\|363.92\|31299;2026-07-21\|417.60\|14.75\|369.40\|417.99\|327.96\|32103;2026-07-22\|386.49\|-7.45\|400.00\|419.99\|380.49\|21651;2026-07-23\|365.99\|-5.30\|389.09\|392.44\|362.12\|13856;2026-07-24\|358.00\|-2.18\|356.72\|373.00\|353.73\|12036;2026-07-27\|381.78\|6.64\|352.11\|382.00\|346.95\|14398;2026-07-28\|392.00\|2.68\|430.00\|458.00\|389.61\|46683;2026-07-29\|344.70\|-12.07\|378.81\|383.89\|315.01\|39087;2026-07-30\|303.00\|-12.10\|331.00\|336.00\|303.00\|24614;2026-07-31\|317.50\|4.79\|332.40\|344.66\|317.00\|21767;2026-08-03\|300.41\|-5.38\|310.08\|319.99\|297.39\|15292;2026-08-04\|326.48\|8.68\|301.00\|329.79\|301.00\|14241;2026-08-05\|372.99\|14.25\|323.08\|380.00\|323.08\|24510;2026-08-06\|379.02\|1.62\|368.16\|388.67\|357.78\|20547;2026-08-07\|397.50\|4.88\|388.00\|398.78\|377.00\|19462;2026-08-10\|393.68\|-0.96\|402.00\|405.00\|383.50\|15746;2026-08-11\|385.30\|-2.13\|389.87\|399.20\|375.51\|12898;2026-08-12\|408.00\|5.89\|389.89\|413.79\|385.00\|18878;2026-08-13\|417.80\|2.40\|417.87\|439.45\|412.00\|25833;2026-08-14\|435.38\|4.21\|419.05\|443.26\|401.11\|23985;2026-08-17\|454.50\|4.39\|434.48\|458.88\|430.18\|21305;2026-08-18\|472.00\|3.85\|450.41\|499.66\|446.00\|25393;2026-08-19\|459.99\|-2.54\|450.02\|483.56\|444.00\|29303;2026-08-20\|455.00\|-1.08\|455.70\|468.00\|451.00\|15997;2026-08-21\|447.86\|-1.57\|450.00\|461.60\|438.55\|12423;2026-08-24\|436.60\|-2.51\|440.00\|460.55\|420.27\|18082;2026-08-25\|427.12\|-2.17\|422.00\|434.76\|403.28\|17652;2026-08-26\|424.52\|-0.61\|435.66\|438.50\|416.06\|18098;2026-08-27\|453.84\|6.91\|430.00\|459.93\|425.01\|17749;2026-08-28\|441.01\|-2.83\|450.00\|457.00\|439.02\|15372;2026-08-31\|444.88\|0.88\|420.00\|446.99\|420.00\|11745;2026-09-01\|424.01\|-4.69\|446.82\|449.49\|421.72\|12851;2026-09-02\|423.00\|-0.24\|422.15\|437.87\|415.50\|11751;2026-09-03\|423.00\|0.00\|429.00\|432.97\|415.00\|11478;2026-09-04\|406.50\|-3.90\|426.34\|435.99\|402.01\|13402;2026-09-07\|432.45\|6.38\|410.00\|434.85\|406.50\|15900;2026-09-08\|418.50\|-3.23\|430.30\|436.00\|413.36\|17371;2026-09-09\|414.10\|-1.05\|418.56\|435.00\|411.25\|11733;2026-09-10\|406.76\|-1.77\|410.00\|419.74\|405.96\|8884;2026-09-11\|395.35\|-2.81\|395.82\|399.98\|374.98\|15671
119800	长鑫科技7月16日启动申购	硅零部件+存储芯片+定增扩产行业原因：韩国政府表示，预计将在西南部建设四座芯片厂，投资约800万亿韩元(约3.5万亿人民币)；预计未来15年在芯片领域的投资将至少达到30万亿韩元。公司原因： 1、据2026年5月29日机构调研，公司的大直径硅材料产品及其制成品硅零部件，是高端存储芯片制造所需等离子刻蚀环节中的核心耗材。据2025年年度报告，中国本土存储芯片厂商正迎来全球消费级存储需求转向的机遇，有望加速成长，公司力争抓住未来几年中国存储芯片产能大规模建设、国产化率提升的机遇。 2、据2026年5月14日公告，公司拟向特定对象发行股票募资不超过10亿元，其中5亿元用于12英寸高端刻蚀用硅零部件扩产项目，3亿元用于碳化硅陶瓷零部件研发及产业化建设项目，以强化“第二、第三增长曲线”，快速响应下游晶圆厂扩张需求。 3、据2026年1月26日机构调研，公司已取得中国本土硅零部件市场领先地位，产品已进入长江存储、长鑫存储等主流存储芯片制造厂及北方华创、中微公司等刻蚀设备制造厂供应链。据2026年5月29日机构调研，2026年中国大陆硅零部件市场规模有望达到约70亿元。	公司为刻蚀硅材料龙头，硅零部件产品由大直径硅材料加工而成，其终端主要应用于存储芯片制造厂的等离子刻蚀工艺中，是需要定期更换的核心耗材	2026-05-08\|83.56\|-0.16\|82.48\|84.87\|80.86\|76439;2026-05-11\|94.70\|13.33\|87.00\|97.36\|83.38\|158403;2026-05-12\|92.36\|-2.47\|94.00\|94.12\|89.62\|90316;2026-05-13\|95.50\|3.40\|89.95\|97.10\|89.95\|98140;2026-05-14\|96.13\|0.66\|95.00\|99.13\|92.60\|129691;2026-05-15\|96.31\|0.19\|95.43\|100.10\|90.61\|127536;2026-05-18\|96.10\|-0.22\|97.00\|102.80\|95.10\|119262;2026-05-19\|99.85\|3.90\|95.00\|100.00\|93.01\|107641;2026-05-20\|107.38\|7.54\|101.10\|110.00\|101.10\|128628;2026-05-21\|93.98\|-12.48\|110.00\|111.00\|93.00\|168212;2026-05-22\|94.65\|0.71\|96.00\|96.30\|91.51\|101717;2026-05-25\|96.42\|1.87\|93.93\|98.58\|92.00\|95186;2026-05-26\|93.09\|-3.45\|95.45\|96.49\|89.12\|92857;2026-05-27\|89.74\|-3.60\|95.07\|95.88\|89.20\|70803;2026-05-28\|91.15\|1.57\|89.08\|92.00\|87.13\|64896;2026-05-29\|85.47\|-6.23\|91.05\|91.87\|83.50\|98617;2026-06-01\|80.85\|-5.41\|84.66\|85.72\|80.61\|56128;2026-06-02\|79.43\|-1.76\|82.30\|82.30\|78.09\|59724;2026-06-03\|86.10\|8.40\|79.33\|89.68\|79.33\|108153;2026-06-04\|89.00\|3.37\|84.01\|90.36\|84.01\|80267;2026-06-05\|87.30\|-1.91\|86.73\|92.25\|84.70\|78150;2026-06-08\|81.96\|-6.12\|83.00\|85.17\|80.16\|53088;2026-06-09\|93.06\|13.79\|83.90\|93.98\|81.26\|113477;2026-06-10\|90.41\|-2.85\|91.08\|95.63\|88.60\|108457;2026-06-11\|99.55\|10.11\|90.07\|103.00\|90.07\|138874;2026-06-12\|104.10\|4.57\|107.53\|119.46\|103.00\|245432;2026-06-15\|111.80\|7.40\|106.85\|115.20\|98.00\|190418;2026-06-16\|110.94\|-0.77\|111.60\|113.43\|109.00\|109224;2026-06-17\|121.71\|9.71\|108.70\|121.99\|107.60\|161732;2026-06-18\|124.37\|2.19\|121.03\|130.30\|119.00\|163276;2026-06-22\|128.54\|3.35\|129.20\|130.88\|122.98\|141004;2026-06-23\|124.93\|-2.81\|128.93\|134.70\|122.00\|110003;2026-06-24\|141.90\|13.58\|124.44\|141.90\|123.04\|117142;2026-06-25\|153.66\|8.29\|142.92\|156.99\|142.92\|147120;2026-06-26\|161.94\|5.39\|152.50\|165.98\|148.10\|124957;2026-06-29\|194.33\|20.00\|184.14\|194.33\|179.17\|223185;2026-06-30\|214.42\|10.34\|190.00\|220.01\|182.00\|200688;2026-07-01\|238.56\|11.26\|213.00\|247.00\|210.46\|179728;2026-07-02\|203.97\|-14.50\|224.26\|233.26\|196.12\|241733;2026-07-03\|188.29\|-7.69\|199.51\|203.50\|185.36\|166257;2026-07-06\|180.55\|-4.11\|190.50\|194.90\|173.33\|133938;2026-07-07\|182.00\|0.80\|184.00\|186.62\|174.45\|116601;2026-07-08\|174.80\|-3.96\|185.50\|188.89\|173.00\|125203;2026-07-09\|196.90\|12.64\|183.50\|198.00\|180.50\|148473;2026-07-10\|173.01\|-12.13\|199.83\|204.69\|173.00\|164828;2026-07-13\|154.31\|-10.81\|166.53\|177.21\|152.44\|147629;2026-07-14\|154.50\|0.12\|155.52\|158.82\|145.50\|99517;2026-07-15\|144.88\|-6.23\|157.74\|161.98\|142.42\|85328;2026-07-16\|127.75\|-11.82\|143.56\|148.79\|125.30\|130442;2026-07-17\|114.26\|-10.56\|127.47\|130.00\|113.48\|109479;2026-07-20\|108.80\|-4.78\|119.48\|123.00\|106.13\|155569;2026-07-21\|123.30\|13.33\|112.50\|124.32\|94.78\|211892;2026-07-22\|115.20\|-6.57\|120.90\|124.99\|113.48\|148480;2026-07-23\|107.29\|-6.87\|118.44\|118.58\|105.96\|109482;2026-07-24\|104.30\|-2.79\|104.50\|109.33\|102.65\|104777;2026-07-27\|109.30\|4.79\|105.00\|110.60\|100.03\|105637;2026-07-28\|102.61\|-6.12\|106.29\|113.55\|101.61\|105375;2026-07-29\|100.28\|-2.27\|102.23\|104.38\|95.08\|120535;2026-07-30\|89.81\|-10.44\|99.98\|102.99\|89.66\|111011;2026-07-31\|93.43\|4.03\|101.55\|105.59\|93.15\|122623;2026-08-03\|84.32\|-9.75\|93.10\|93.19\|83.18\|116866;2026-08-04\|91.05\|7.98\|84.89\|92.20\|83.16\|129832;2026-08-05\|105.25\|15.60\|90.80\|106.36\|90.05\|159563;2026-08-06\|109.60\|4.13\|102.76\|112.37\|101.78\|149100;2026-08-07\|116.15\|5.98\|110.62\|116.90\|107.17\|158440;2026-08-10\|119.22\|2.64\|116.80\|120.18\|113.84\|143595;2026-08-11\|114.14\|-4.26\|117.00\|119.98\|111.67\|119408;2026-08-12\|117.56\|3.00\|115.50\|120.88\|114.00\|101734;2026-08-13\|113.21\|-3.70\|119.99\|122.55\|112.99\|109874;2026-08-14\|119.12\|5.22\|116.00\|119.99\|114.00\|107436;2026-08-17\|123.94\|4.05\|119.00\|124.73\|118.27\|126659;2026-08-18\|134.20\|8.28\|125.00\|135.57\|123.01\|158980;2026-08-19\|116.50\|-13.19\|125.02\|126.90\|113.71\|142183;2026-08-20\|113.00\|-3.00\|118.00\|119.66\|110.36\|119168;2026-08-21\|113.19\|0.17\|113.52\|114.94\|109.80\|73201;2026-08-24\|110.85\|-2.07\|112.39\|113.39\|106.52\|89131;2026-08-25\|107.71\|-2.83\|106.66\|109.60\|103.00\|71511;2026-08-26\|107.19\|-0.48\|108.20\|109.76\|105.30\|56677;2026-08-27\|108.65\|1.36\|101.66\|108.65\|101.07\|150560;2026-08-28\|104.00\|-4.28\|107.10\|109.10\|103.66\|100796;2026-08-31\|103.35\|-0.62\|101.66\|103.97\|98.70\|86197;2026-09-01\|98.49\|-4.70\|103.78\|104.55\|98.34\|70403;2026-09-02\|95.50\|-3.04\|96.00\|97.10\|94.26\|58286;2026-09-03\|98.10\|2.72\|97.28\|100.00\|95.85\|68549;2026-09-04\|93.18\|-5.02\|100.00\|100.78\|92.00\|72423;2026-09-07\|97.31\|4.43\|95.18\|98.79\|93.50\|68993;2026-09-08\|95.12\|-2.25\|98.19\|98.40\|94.56\|53160;2026-09-09\|93.60\|-1.60\|97.01\|97.01\|93.01\|45538;2026-09-10\|93.00\|-0.64\|92.78\|95.10\|91.19\|40060;2026-09-11\|90.04\|-3.18\|90.90\|91.79\|86.33\|57459

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