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
126720	宇树科技上市在即		稀土永磁材料行业国内知名企；公司高性能烧结钕铁硼稀土永磁产品可应用于人形机器人的关节电机和空心杯电机部件	2026-06-29\|25.40\|-3.13\|26.22\|26.60\|24.86\|35093;2026-06-30\|26.49\|4.29\|25.12\|26.80\|24.91\|30679;2026-07-01\|26.92\|1.62\|26.50\|27.49\|26.22\|32018;2026-07-02\|29.81\|10.74\|26.80\|31.30\|26.60\|79330;2026-07-03\|32.36\|8.55\|29.81\|33.48\|29.61\|100992;2026-07-06\|30.15\|-6.83\|31.76\|32.80\|29.93\|75995;2026-07-07\|30.76\|2.02\|30.01\|32.78\|29.60\|66739;2026-07-08\|29.64\|-3.64\|30.50\|30.76\|29.35\|48586;2026-07-09\|28.15\|-5.03\|29.53\|29.99\|26.77\|64929;2026-07-10\|28.35\|0.71\|28.38\|29.95\|28.21\|51478;2026-07-13\|25.35\|-10.58\|28.22\|28.66\|25.16\|49729;2026-07-14\|26.10\|2.96\|25.81\|26.63\|25.09\|41749;2026-07-15\|24.96\|-4.37\|26.37\|26.48\|24.59\|43668;2026-07-16\|23.74\|-4.89\|24.50\|24.59\|23.68\|39647;2026-07-17\|22.41\|-5.60\|24.00\|24.20\|22.28\|36654;2026-07-20\|21.24\|-5.22\|22.42\|22.80\|20.81\|35250;2026-07-21\|22.13\|4.19\|22.00\|22.17\|20.42\|31510;2026-07-22\|21.73\|-1.81\|21.95\|22.21\|21.54\|19017;2026-07-23\|22.09\|1.66\|21.52\|22.15\|21.52\|18062;2026-07-24\|21.43\|-2.99\|22.10\|22.10\|21.31\|13565;2026-07-27\|22.51\|5.04\|21.51\|22.62\|21.16\|22044;2026-07-28\|22.81\|1.33\|22.23\|23.70\|22.11\|27661;2026-07-29\|23.09\|1.23\|23.08\|23.19\|22.50\|19027;2026-07-30\|22.55\|-2.34\|22.85\|23.38\|22.50\|17231;2026-07-31\|23.00\|2.00\|23.00\|23.33\|22.61\|25658;2026-08-03\|23.40\|1.74\|23.30\|23.64\|23.00\|18642;2026-08-04\|23.76\|1.54\|23.41\|23.88\|23.30\|25377;2026-08-05\|24.67\|3.83\|24.36\|25.33\|24.30\|41669;2026-08-06\|25.38\|2.88\|24.69\|25.99\|24.69\|44470;2026-08-07\|25.99\|2.40\|25.36\|26.58\|25.18\|44200;2026-08-10\|26.52\|2.04\|25.74\|26.67\|25.57\|39087;2026-08-11\|26.34\|-0.68\|25.99\|27.05\|25.93\|31578;2026-08-12\|26.91\|2.16\|26.46\|26.95\|26.15\|21481;2026-08-13\|26.73\|-0.67\|27.00\|27.58\|26.70\|25258;2026-08-14\|27.27\|2.02\|26.73\|27.48\|26.50\|23817;2026-08-17\|27.85\|2.13\|27.67\|27.90\|26.62\|28993;2026-08-18\|32.26\|15.83\|28.80\|33.07\|28.20\|106478;2026-08-19\|29.75\|-7.78\|31.70\|32.17\|29.00\|83472;2026-08-20\|29.14\|-2.05\|30.13\|30.35\|28.93\|40807;2026-08-21\|28.80\|-1.17\|29.01\|29.22\|28.27\|33277;2026-08-24\|28.51\|-1.01\|28.84\|29.97\|28.14\|36174;2026-08-25\|29.22\|2.49\|28.23\|29.67\|28.02\|37102;2026-08-26\|28.61\|-2.09\|28.76\|29.35\|28.40\|30458;2026-08-27\|28.82\|0.73\|28.40\|29.04\|28.40\|20967;2026-08-28\|28.30\|-1.80\|28.87\|29.19\|28.26\|19396;2026-08-31\|28.40\|0.35\|28.20\|28.59\|27.85\|21683;2026-09-01\|28.03\|-1.30\|28.53\|28.53\|27.83\|21355;2026-09-02\|27.36\|-2.39\|28.00\|28.00\|26.82\|19950;2026-09-03\|27.88\|1.90\|27.53\|28.09\|27.32\|20154;2026-09-04\|27.15\|-2.62\|28.10\|28.35\|27.03\|19631;2026-09-07\|27.60\|1.66\|26.83\|27.80\|26.80\|17686;2026-09-08\|27.64\|0.14\|27.60\|27.88\|27.27\|13458;2026-09-09\|27.33\|-1.12\|27.75\|27.75\|27.23\|12583;2026-09-10\|26.77\|-2.05\|27.28\|27.38\|26.71\|11857;2026-09-11\|26.05\|-2.69\|26.50\|26.76\|25.50\|16288;2026-09-14\|26.11\|0.23\|25.89\|26.46\|25.58\|12817;2026-09-15\|26.02\|-0.34\|26.26\|26.36\|25.84\|11050;2026-09-16\|26.58\|2.15\|25.85\|26.79\|25.51\|14058;2026-09-17\|26.33\|-0.94\|26.46\|27.50\|26.10\|18582;2026-09-18\|26.90\|2.16\|26.62\|27.26\|26.39\|20281;2026-09-21\|27.30\|1.49\|27.25\|27.80\|26.74\|23841;2026-09-22\|30.40\|11.36\|27.56\|30.50\|27.18\|53053;2026-09-23\|28.24\|-7.11\|29.67\|29.73\|28.13\|50977;2026-09-24\|27.86\|-1.35\|27.92\|28.60\|27.61\|52582;2026-09-28\|26.56\|-4.67\|27.51\|27.88\|26.20\|34213;2026-09-29\|26.90\|1.28\|26.58\|27.39\|26.23\|27980;2026-09-30\|27.08\|0.67\|27.44\|28.00\|26.92\|25542;2026-10-08\|26.90\|-0.66\|27.09\|27.90\|26.65\|23154;2026-10-09\|26.71\|-0.71\|26.89\|27.04\|25.66\|29384;2026-10-12\|26.06\|-2.43\|26.71\|27.30\|26.05\|17020;2026-10-13\|25.93\|-0.50\|25.81\|26.25\|25.00\|20357;2026-10-14\|24.93\|-3.86\|25.74\|26.09\|24.85\|14489;2026-10-15\|23.92\|-4.05\|24.54\|24.80\|23.80\|18448;2026-10-16\|24.25\|1.38\|24.30\|24.99\|23.93\|21062;2026-10-19\|24.48\|0.95\|24.21\|24.77\|23.57\|17485;2026-10-20\|25.52\|4.25\|24.50\|25.91\|24.26\|23720;2026-10-21\|25.37\|-0.59\|25.55\|25.84\|25.13\|14069;2026-10-22\|25.03\|-1.34\|25.38\|25.86\|24.95\|15901;2026-10-23\|25.59\|2.24\|24.80\|25.89\|23.33\|26886;2026-10-26\|25.04\|-2.15\|25.55\|26.22\|24.88\|19478;2026-10-27\|23.94\|-4.39\|25.03\|25.59\|23.94\|13963;2026-10-28\|24.92\|4.09\|23.95\|25.23\|23.95\|19104;2026-10-29\|22.64\|-9.15\|23.86\|24.28\|22.56\|41109;2026-10-30\|21.67\|-4.28\|22.19\|23.05\|21.58\|29645;2026-11-02\|21.94\|1.25\|22.50\|22.52\|21.07\|22781;2026-11-03\|21.40\|-2.46\|21.62\|22.23\|21.23\|21286;2026-11-04\|22.15\|3.50\|21.97\|22.20\|20.90\|29139;2026-11-05\|22.69\|2.44\|21.90\|23.05\|21.85\|26885;2026-11-06\|22.00\|-3.04\|22.23\|22.38\|21.72\|20890
126719	1-7月中国创新药BD交易总金额达1063亿美元	创新药+中华老字号+医疗服务 1、据2026年4月30日机构调研，公司在研项目包括中药经典名方保阴煎的开发研究、杏仁腈溶液原料药的研发等，正积极推进中药创新药研发与现有品种的二次开发。 2、据2025年年度报告，公司作为拥有130余年发展传承的岭南药企，“万年青”品牌入选“中华老字号”名录；现拥有101个药品批准文号，产品线覆盖胆道类、降糖类等13个治疗领域，核心品种参芪降糖片已中标集采。 3、据2026年4月30日机构调研，2026年一季度，公司医疗服务与健康管理、健康消费品两大新业务板块合计实现营收1,317.93万元，同比增长163.63%，业务拓展成效显著。	公司产品中珠贝定喘丸功能主治理气化痰，镇咳平喘，补气温肾	2026-06-29\|28.00\|6.91\|26.46\|28.73\|26.30\|121893;2026-06-30\|25.88\|-7.57\|27.85\|27.91\|25.17\|117021;2026-07-01\|26.62\|2.86\|25.69\|26.96\|24.45\|113112;2026-07-02\|26.58\|-0.15\|26.36\|28.00\|26.00\|82208;2026-07-03\|26.13\|-1.69\|26.58\|28.20\|26.06\|79990;2026-07-06\|24.43\|-6.51\|26.02\|26.38\|24.38\|68903;2026-07-07\|22.74\|-6.92\|24.37\|24.37\|22.50\|71973;2026-07-08\|22.11\|-2.77\|22.74\|23.08\|22.05\|42945;2026-07-09\|22.67\|2.53\|22.12\|23.00\|21.40\|43410;2026-07-10\|22.75\|0.35\|22.80\|23.47\|22.21\|42079;2026-07-13\|21.46\|-5.67\|22.70\|23.18\|21.18\|71058;2026-07-14\|21.65\|0.89\|21.23\|22.10\|20.60\|64717;2026-07-15\|21.85\|0.92\|21.39\|22.58\|21.21\|67195;2026-07-16\|21.94\|0.41\|21.45\|22.28\|20.94\|53510;2026-07-17\|19.29\|-12.08\|21.65\|21.88\|19.18\|64109;2026-07-20\|17.55\|-9.02\|19.30\|19.48\|17.26\|67263;2026-07-21\|17.83\|1.60\|17.37\|17.96\|15.65\|74619;2026-07-22\|17.63\|-1.12\|17.76\|18.49\|17.35\|43526;2026-07-23\|17.86\|1.30\|17.72\|18.35\|17.26\|39224;2026-07-24\|17.38\|-2.69\|17.80\|18.29\|17.18\|34049;2026-07-27\|18.50\|6.44\|17.38\|18.62\|17.11\|52547;2026-07-28\|18.00\|-2.70\|18.50\|19.50\|17.65\|52330;2026-07-29\|17.72\|-1.56\|17.82\|18.23\|17.25\|47065;2026-07-30\|16.62\|-6.21\|17.63\|17.93\|16.55\|45472;2026-07-31\|17.54\|5.54\|16.97\|17.96\|16.92\|52348;2026-08-03\|17.83\|1.65\|17.84\|17.97\|17.42\|43554;2026-08-04\|18.62\|4.43\|18.05\|18.65\|17.85\|42283;2026-08-05\|19.00\|2.04\|18.74\|19.18\|18.51\|41184;2026-08-06\|19.58\|3.05\|18.94\|19.82\|18.85\|49726;2026-08-07\|20.18\|3.06\|19.50\|20.26\|19.22\|57179;2026-08-10\|19.89\|-1.44\|20.51\|20.71\|19.66\|48667;2026-08-11\|19.88\|-0.05\|19.83\|20.26\|19.60\|32129;2026-08-12\|19.94\|0.30\|19.78\|20.17\|19.73\|31227;2026-08-13\|20.33\|1.96\|19.94\|20.96\|19.56\|55027;2026-08-14\|20.36\|0.15\|20.50\|20.76\|19.81\|42691;2026-08-17\|20.54\|0.88\|20.66\|20.67\|19.80\|38949;2026-08-18\|23.85\|16.11\|20.65\|24.65\|20.65\|186353;2026-08-19\|22.66\|-4.99\|23.47\|23.67\|21.77\|151845;2026-08-20\|21.77\|-3.93\|23.00\|23.30\|21.69\|94024;2026-08-21\|21.73\|-0.18\|21.43\|22.18\|21.10\|61972;2026-08-24\|21.07\|-3.04\|21.50\|21.73\|20.83\|53154;2026-08-25\|21.71\|3.04\|21.29\|21.77\|20.60\|43155;2026-08-26\|21.48\|-1.06\|21.50\|22.19\|21.23\|40964;2026-08-27\|22.75\|5.91\|21.23\|23.00\|21.23\|69063;2026-08-28\|24.02\|5.58\|23.52\|26.00\|23.52\|197646;2026-08-31\|22.50\|-6.33\|23.03\|23.17\|21.60\|140565;2026-09-01\|22.59\|0.40\|22.55\|22.94\|21.98\|100547;2026-09-02\|22.14\|-1.99\|22.33\|22.51\|21.96\|58424;2026-09-03\|22.29\|0.68\|22.01\|22.49\|21.73\|55687;2026-09-04\|22.52\|1.03\|22.36\|22.75\|22.10\|69411;2026-09-07\|22.85\|1.47\|22.30\|23.05\|22.30\|55795;2026-09-08\|22.46\|-1.71\|22.87\|22.94\|22.27\|54026;2026-09-09\|21.94\|-2.32\|22.30\|22.31\|21.90\|43756;2026-09-10\|21.39\|-2.51\|21.82\|21.88\|21.30\|34468;2026-09-11\|20.36\|-4.82\|21.28\|21.28\|20.31\|48848;2026-09-14\|20.42\|0.29\|20.19\|20.78\|19.90\|46160;2026-09-15\|21.03\|2.99\|20.31\|21.99\|20.09\|89540;2026-09-16\|21.26\|1.09\|20.80\|21.40\|20.58\|47155;2026-09-17\|21.80\|2.54\|21.06\|21.90\|21.00\|46028;2026-09-18\|22.25\|2.06\|21.87\|22.64\|21.86\|43391;2026-09-21\|22.85\|2.70\|22.35\|22.95\|22.30\|40264;2026-09-22\|23.25\|1.75\|22.78\|23.32\|22.50\|44164;2026-09-23\|23.10\|-0.65\|23.34\|23.70\|22.86\|37217;2026-09-24\|22.38\|-3.12\|22.74\|23.50\|22.22\|35027;2026-09-28\|21.63\|-3.35\|22.50\|22.50\|21.45\|37707;2026-09-29\|22.00\|1.71\|21.50\|22.19\|21.38\|34709;2026-09-30\|21.30\|-3.18\|22.23\|22.73\|21.22\|50403;2026-10-08\|21.06\|-1.13\|21.32\|21.88\|20.84\|39774;2026-10-09\|20.90\|-0.76\|21.06\|21.24\|19.83\|35989;2026-10-12\|20.64\|-1.24\|20.75\|20.95\|20.14\|28313;2026-10-13\|20.78\|0.68\|20.40\|20.90\|19.71\|36710;2026-10-14\|20.48\|-1.44\|20.74\|21.07\|20.27\|28105;2026-10-15\|19.30\|-5.76\|19.99\|20.48\|19.23\|37872;2026-10-16\|19.45\|0.78\|19.56\|20.22\|19.23\|42798;2026-10-19\|19.05\|-2.06\|19.37\|19.40\|18.50\|37938;2026-10-20\|19.45\|2.10\|18.88\|19.60\|18.80\|28033;2026-10-21\|19.68\|1.18\|20.05\|20.05\|19.58\|20335;2026-10-22\|18.43\|-6.35\|19.39\|19.86\|18.35\|30041;2026-10-23\|18.46\|0.16\|18.00\|18.57\|16.91\|50649;2026-10-26\|18.48\|0.11\|18.28\|18.70\|18.28\|30488;2026-10-27\|17.26\|-6.60\|18.33\|18.48\|17.25\|46749;2026-10-28\|17.78\|3.01\|17.30\|17.88\|17.14\|44499;2026-10-29\|17.30\|-2.70\|17.66\|17.80\|17.13\|33687;2026-10-30\|16.10\|-6.94\|16.94\|17.57\|16.00\|57143;2026-11-02\|16.36\|1.61\|16.20\|16.55\|15.75\|66098;2026-11-03\|15.80\|-3.42\|16.30\|16.43\|15.50\|48700;2026-11-04\|16.22\|2.66\|15.74\|16.32\|15.33\|48340;2026-11-05\|17.02\|4.93\|16.12\|17.09\|16.09\|48237;2026-11-06\|16.71\|-1.82\|16.65\|17.13\|16.29\|58811
126718	摩根大通：下一轮全球粮食危机可能正在酝酿之中		我国产能最大的食用菌工厂化生产企业	2026-06-29\|5.17\|1.17\|5.10\|5.18\|4.96\|214543;2026-06-30\|5.03\|-2.71\|5.15\|5.19\|5.02\|182284;2026-07-01\|5.43\|7.95\|5.07\|5.50\|5.04\|370551;2026-07-02\|5.56\|2.39\|5.43\|5.78\|5.36\|391674;2026-07-03\|5.63\|1.26\|5.55\|5.77\|5.48\|321667;2026-07-06\|5.68\|0.89\|5.69\|5.85\|5.60\|254542;2026-07-07\|5.55\|-2.29\|5.67\|5.78\|5.52\|183696;2026-07-08\|5.48\|-1.26\|5.52\|5.57\|5.41\|168871;2026-07-09\|5.35\|-2.37\|5.44\|5.53\|5.28\|211583;2026-07-10\|5.48\|2.43\|5.34\|5.58\|5.25\|193778;2026-07-13\|5.55\|1.28\|5.49\|5.65\|5.43\|276765;2026-07-14\|5.73\|3.24\|5.50\|5.73\|5.44\|255069;2026-07-15\|5.70\|-0.52\|5.68\|5.78\|5.52\|283931;2026-07-16\|5.66\|-0.70\|5.65\|5.73\|5.57\|193414;2026-07-17\|5.49\|-3.00\|5.66\|5.73\|5.41\|233089;2026-07-20\|5.22\|-4.92\|5.49\|5.51\|5.16\|263860;2026-07-21\|5.09\|-2.49\|5.22\|5.23\|4.98\|241068;2026-07-22\|4.92\|-3.34\|5.05\|5.12\|4.90\|216373;2026-07-23\|5.05\|2.64\|4.88\|5.06\|4.87\|189362;2026-07-24\|4.77\|-5.54\|5.00\|5.05\|4.77\|190249;2026-07-27\|4.96\|3.98\|4.74\|5.00\|4.73\|201873;2026-07-28\|4.95\|-0.20\|4.93\|5.03\|4.92\|116777;2026-07-29\|5.06\|2.22\|4.94\|5.12\|4.94\|197598;2026-07-30\|5.04\|-0.40\|5.07\|5.20\|4.98\|172968;2026-07-31\|5.15\|2.18\|5.01\|5.16\|5.01\|134909;2026-08-03\|5.27\|2.33\|5.16\|5.27\|5.12\|143656;2026-08-04\|5.24\|-0.57\|5.28\|5.29\|5.18\|164486;2026-08-05\|5.26\|0.38\|5.24\|5.27\|5.19\|152316;2026-08-06\|5.31\|0.95\|5.24\|5.34\|5.18\|245023;2026-08-07\|5.27\|-0.75\|5.27\|5.29\|5.16\|224656;2026-08-10\|5.49\|4.17\|5.26\|5.51\|5.26\|282480;2026-08-11\|5.36\|-2.37\|5.44\|5.49\|5.35\|152873;2026-08-12\|5.45\|1.68\|5.40\|5.47\|5.35\|131723;2026-08-13\|5.44\|-0.18\|5.43\|5.51\|5.37\|164150;2026-08-14\|5.37\|-1.29\|5.44\|5.45\|5.32\|137382;2026-08-17\|5.49\|2.23\|5.37\|5.51\|5.33\|216492;2026-08-18\|6.39\|16.39\|5.45\|6.46\|5.45\|1064782;2026-08-19\|5.85\|-8.45\|6.20\|6.25\|5.80\|855419;2026-08-20\|5.92\|1.20\|5.81\|6.00\|5.67\|733963;2026-08-21\|5.61\|-5.24\|5.76\|5.78\|5.48\|496303;2026-08-24\|5.49\|-2.14\|5.67\|5.68\|5.37\|418546;2026-08-25\|5.33\|-2.91\|5.18\|5.44\|5.10\|546433;2026-08-26\|5.33\|0.00\|5.21\|5.69\|5.21\|549910;2026-08-27\|5.60\|5.07\|5.29\|5.63\|5.29\|639140;2026-08-28\|5.72\|2.14\|5.55\|5.77\|5.47\|552897;2026-08-31\|5.47\|-4.37\|5.73\|5.76\|5.46\|577964;2026-09-01\|5.76\|5.30\|5.43\|5.95\|5.43\|814617;2026-09-02\|5.39\|-6.42\|5.76\|5.79\|5.33\|670928;2026-09-03\|5.24\|-2.78\|5.43\|5.45\|5.23\|370018;2026-09-04\|5.47\|4.39\|5.25\|5.63\|5.18\|675147;2026-09-07\|5.68\|3.84\|5.46\|5.71\|5.46\|531405;2026-09-08\|5.83\|2.64\|5.68\|5.93\|5.64\|626623;2026-09-09\|5.82\|-0.17\|5.75\|5.95\|5.71\|501909;2026-09-10\|5.59\|-3.95\|5.78\|5.81\|5.58\|341191;2026-09-11\|5.39\|-3.58\|5.56\|5.65\|5.34\|346596;2026-09-14\|5.19\|-3.71\|5.43\|5.44\|5.12\|384770;2026-09-15\|4.92\|-5.20\|5.16\|5.20\|4.91\|383476;2026-09-16\|4.96\|0.81\|4.92\|5.00\|4.84\|211918;2026-09-17\|4.99\|0.60\|4.92\|5.05\|4.87\|280874;2026-09-18\|5.01\|0.40\|4.96\|5.07\|4.94\|259431;2026-09-21\|5.14\|2.59\|4.99\|5.17\|4.96\|310529;2026-09-22\|5.10\|-0.78\|5.11\|5.18\|5.01\|258153;2026-09-23\|4.93\|-3.33\|5.08\|5.08\|4.92\|230400;2026-09-24\|4.84\|-1.83\|4.91\|4.96\|4.83\|166478;2026-09-28\|4.75\|-1.86\|4.85\|4.89\|4.71\|150814;2026-09-29\|4.75\|0.00\|4.74\|4.81\|4.70\|113523;2026-09-30\|4.87\|2.53\|4.76\|4.88\|4.76\|166544;2026-10-08\|4.80\|-1.44\|4.85\|4.92\|4.76\|139790;2026-10-09\|4.97\|3.54\|4.79\|4.98\|4.74\|202769;2026-10-12\|4.75\|-4.43\|4.94\|5.00\|4.74\|209901;2026-10-13\|4.80\|1.05\|4.74\|4.82\|4.66\|141883;2026-10-14\|4.72\|-1.67\|4.78\|4.81\|4.70\|109460;2026-10-15\|4.51\|-4.45\|4.62\|4.66\|4.49\|149037;2026-10-16\|4.55\|0.89\|4.59\|4.63\|4.50\|125457;2026-10-19\|4.45\|-2.20\|4.50\|4.55\|4.37\|139789;2026-10-20\|4.48\|0.67\|4.42\|4.50\|4.42\|113522;2026-10-21\|4.45\|-0.67\|4.48\|4.54\|4.43\|88255;2026-10-22\|4.29\|-3.60\|4.44\|4.47\|4.29\|111271;2026-10-23\|4.32\|0.70\|4.27\|4.33\|4.07\|202943;2026-10-26\|4.26\|-1.39\|4.28\|4.30\|4.20\|110991;2026-10-27\|4.15\|-2.58\|4.26\|4.31\|4.15\|116634;2026-10-28\|4.15\|0.00\|4.15\|4.20\|4.11\|97678;2026-10-29\|4.08\|-1.69\|4.15\|4.18\|4.08\|98678;2026-10-30\|3.97\|-2.70\|4.00\|4.12\|3.95\|132794;2026-11-02\|4.03\|1.51\|3.97\|4.03\|3.88\|131775;2026-11-03\|4.02\|-0.25\|4.03\|4.12\|3.97\|115536;2026-11-04\|4.31\|7.21\|4.37\|4.58\|4.22\|470513;2026-11-05\|4.24\|-1.62\|4.13\|4.26\|4.13\|347427;2026-11-06\|4.33\|2.12\|4.10\|4.56\|4.07\|402324
126717		服务器电源+储能+央企 1、据2026年8月13日互动易，公司服务器电源产品受益于DSP数字化设计，具有高功率密度、绿色化、智能化等特点，单机功率范围360W到3200W，部分产品采用SiC和GaN器件，达到80PLUS钛金效率要求。 2、据2026年7月23日公告，公司全资子公司拟投资建设储能PACK生产线，并参股深圳市爱尚能源科技有限公司，以抓住光储充市场机遇，完善业务布局。 3、据2026年4月28日年报，公司最终控制人为中国广核集团有限公司，具备央企背景。	1、公司服务器电源可配套数据中心建设，标准化服务器电源360W到3200W系列产品已全部小批量生产，部分实现批量生产，且均有国产化产品； 2、公司拟与郑州正方科技合作共同拓展两轮电动车快充充电桩业务	2026-06-29\|13.96\|-1.34\|14.10\|14.15\|13.52\|48614;2026-06-30\|14.15\|1.36\|13.96\|14.23\|13.66\|39925;2026-07-01\|14.23\|0.57\|14.46\|14.50\|14.12\|52067;2026-07-02\|14.21\|-0.14\|14.23\|15.05\|14.14\|60990;2026-07-03\|14.45\|1.69\|14.23\|14.80\|14.12\|52017;2026-07-06\|15.60\|7.96\|14.43\|15.70\|14.43\|130277;2026-07-07\|18.72\|20.00\|15.71\|18.72\|15.71\|233851;2026-07-08\|19.12\|2.14\|18.67\|19.57\|17.52\|331250;2026-07-09\|19.13\|0.05\|18.93\|19.30\|18.16\|232261;2026-07-10\|20.65\|7.95\|19.02\|21.78\|19.00\|237670;2026-07-13\|20.06\|-2.86\|20.96\|21.50\|19.90\|161569;2026-07-14\|19.70\|-1.79\|19.99\|20.65\|18.90\|150880;2026-07-15\|20.39\|3.50\|20.09\|20.69\|19.55\|152165;2026-07-16\|18.30\|-10.25\|20.00\|20.60\|17.99\|201751;2026-07-17\|17.93\|-2.02\|18.31\|19.06\|17.60\|164668;2026-07-20\|17.15\|-4.35\|18.53\|18.64\|16.77\|125334;2026-07-21\|17.81\|3.85\|17.32\|17.94\|15.68\|138280;2026-07-22\|17.11\|-3.93\|17.51\|17.61\|16.38\|100055;2026-07-23\|16.88\|-1.34\|16.81\|17.20\|16.68\|71082;2026-07-24\|16.08\|-4.74\|16.55\|16.80\|16.00\|76302;2026-07-27\|16.58\|3.11\|15.92\|16.60\|15.71\|55126;2026-07-28\|16.10\|-2.90\|16.17\|16.44\|15.86\|63118;2026-07-29\|15.76\|-2.11\|16.10\|16.15\|15.60\|62082;2026-07-30\|14.43\|-8.44\|15.75\|15.75\|14.42\|80131;2026-07-31\|14.75\|2.22\|14.76\|15.32\|14.74\|72103;2026-08-03\|14.91\|1.08\|14.92\|15.10\|14.63\|69857;2026-08-04\|15.54\|4.23\|15.00\|15.60\|14.81\|71959;2026-08-05\|15.75\|1.35\|15.52\|15.95\|15.36\|65450;2026-08-06\|15.81\|0.38\|15.73\|15.90\|15.40\|49436;2026-08-07\|16.00\|1.20\|15.74\|16.10\|15.37\|52368;2026-08-10\|15.95\|-0.31\|16.00\|16.15\|15.72\|45868;2026-08-11\|16.00\|0.31\|15.88\|16.16\|15.53\|53887;2026-08-12\|16.17\|1.06\|15.90\|16.27\|15.88\|49641;2026-08-13\|15.95\|-1.36\|16.18\|16.36\|15.95\|46272;2026-08-14\|16.10\|0.94\|15.95\|16.46\|15.89\|40826;2026-08-17\|19.32\|20.00\|16.17\|19.32\|16.10\|194777;2026-08-18\|22.50\|16.46\|20.02\|22.79\|19.49\|313507;2026-08-19\|23.31\|3.60\|23.90\|25.10\|23.21\|310664;2026-08-20\|23.50\|0.82\|23.42\|23.78\|22.14\|208851;2026-08-21\|24.22\|3.06\|24.90\|26.27\|23.75\|191770;2026-08-24\|24.13\|-0.37\|24.11\|24.58\|23.13\|150365;2026-08-25\|23.47\|-2.74\|23.76\|23.82\|22.68\|133241;2026-08-26\|19.58\|-16.57\|23.56\|24.36\|18.90\|309209;2026-08-27\|18.62\|-4.90\|19.20\|19.69\|18.48\|262663;2026-08-28\|17.55\|-5.75\|18.40\|18.43\|17.53\|211297;2026-08-31\|17.47\|-0.46\|17.23\|17.54\|17.05\|134271;2026-09-01\|17.10\|-2.12\|17.49\|17.50\|16.98\|116564;2026-09-02\|16.91\|-1.11\|16.93\|17.20\|16.85\|80485;2026-09-03\|16.78\|-0.77\|16.93\|17.13\|16.58\|87394;2026-09-04\|16.65\|-0.77\|16.76\|17.05\|16.55\|90821;2026-09-07\|19.98\|20.00\|16.70\|19.98\|16.64\|296162;2026-09-08\|19.45\|-2.65\|20.82\|21.47\|19.20\|312588;2026-09-09\|19.08\|-1.90\|19.80\|20.06\|18.90\|166345;2026-09-10\|18.70\|-1.99\|18.91\|19.06\|18.66\|107163;2026-09-11\|18.26\|-2.35\|18.47\|18.87\|17.90\|83297;2026-09-14\|18.27\|0.05\|18.27\|18.58\|18.01\|108407;2026-09-15\|17.82\|-2.46\|18.27\|18.35\|17.75\|87397;2026-09-16\|19.47\|9.26\|17.90\|19.78\|17.64\|195202;2026-09-17\|19.58\|0.56\|19.20\|19.82\|19.00\|144198;2026-09-18\|19.55\|-0.15\|19.69\|19.81\|19.36\|106094;2026-09-21\|19.95\|2.05\|19.40\|20.10\|19.25\|106611;2026-09-22\|19.73\|-1.10\|19.96\|20.13\|19.62\|92478;2026-09-23\|19.78\|0.25\|19.66\|19.91\|19.46\|69744;2026-09-24\|19.35\|-2.17\|19.78\|19.84\|19.29\|59087;2026-09-28\|18.53\|-4.24\|19.35\|19.40\|18.35\|58572;2026-09-29\|18.66\|0.70\|18.45\|18.85\|18.25\|41817;2026-09-30\|18.11\|-2.95\|18.77\|18.98\|18.09\|41207;2026-10-08\|18.48\|2.04\|18.14\|19.40\|18.01\|112537;2026-10-09\|17.52\|-5.19\|18.49\|18.86\|16.74\|109086;2026-10-12\|17.27\|-1.43\|17.40\|17.54\|17.13\|62537;2026-10-13\|17.21\|-0.35\|16.85\|17.39\|16.30\|57372;2026-10-14\|16.70\|-2.96\|17.11\|17.24\|16.69\|42290;2026-10-15\|16.15\|-3.29\|16.48\|16.49\|15.78\|52991;2026-10-16\|15.85\|-1.86\|16.32\|16.50\|15.72\|64885;2026-10-19\|15.92\|0.44\|15.62\|15.93\|15.24\|43782;2026-10-20\|16.12\|1.26\|15.80\|16.30\|15.70\|45952;2026-10-21\|15.91\|-1.30\|16.20\|16.40\|15.80\|37052;2026-10-22\|15.38\|-3.33\|16.08\|16.18\|15.30\|40701;2026-10-23\|15.60\|1.43\|15.06\|15.66\|14.23\|67492;2026-10-26\|15.34\|-1.67\|15.38\|15.49\|15.13\|38052;2026-10-27\|14.79\|-3.59\|15.28\|15.59\|14.78\|32027;2026-10-28\|15.08\|1.96\|15.18\|15.18\|14.68\|32918;2026-10-29\|15.09\|0.07\|15.28\|15.65\|15.04\|71351;2026-10-30\|14.49\|-3.98\|14.81\|15.45\|14.49\|62753;2026-11-02\|15.01\|3.59\|14.60\|15.09\|14.32\|51659;2026-11-03\|14.96\|-0.33\|14.90\|15.48\|14.80\|44982;2026-11-04\|15.31\|2.34\|14.88\|15.32\|14.54\|82180;2026-11-05\|15.69\|2.48\|15.25\|15.91\|15.12\|75120;2026-11-06\|15.22\|-3.00\|15.08\|15.43\|14.95\|61678
126716	英伟达CPO交换机全面量产	光通信客户+电子测试测量仪器+权益分派行业原因： 6月1日，英伟达CEO黄仁勋在台北的GTC演讲中宣布，英伟达新一代平台Vera Rubin已经全面投入生产。公司原因： 1、据2026年4月27日投资者关系活动记录表，光通信需求带动电源及源表类产品增长。报告期内电源及源表类产品收入同比增长 56.82%，其中光通信客户使用的相关系列电源收入同比增长166.16%。 2、公司是全球极少数具有数字示波器、信号发生器、频谱分析仪和矢量网络分析仪四大通用电子测试测量仪器主力产品研发、生产和销售能力的通用电子测试测量仪器企业,同时也是国内极少数同时拥有这四大主力产品并且四大主力产品全线进入高端领域的企业。 3、据2026年6月3日公告，公司发布2025年年度权益分派实施公告，拟向全体股东每10股派发现金红利6.6元。 4、据2026年4月27日投资者关系活动记录表，公司2026年一季度高端产品营收占比提升至39%，银河系列高端射频微波类产品整体营收同比增长173.94%。	国内头部电子测量仪器供应商，可为光模块、AI芯片、电源等下游客户提供测试仪器，用于研发和产线测试	2026-06-29\|70.30\|0.57\|69.79\|74.30\|67.33\|47520;2026-06-30\|73.46\|4.50\|70.50\|75.34\|69.22\|39731;2026-07-01\|79.47\|8.18\|74.00\|80.06\|72.18\|60913;2026-07-02\|80.30\|1.04\|76.02\|84.85\|74.30\|70711;2026-07-03\|84.91\|5.74\|80.44\|88.77\|77.88\|67888;2026-07-06\|77.37\|-8.88\|87.55\|91.17\|76.88\|82883;2026-07-07\|74.13\|-4.19\|75.93\|79.19\|72.50\|59426;2026-07-08\|71.98\|-2.90\|74.64\|76.50\|66.15\|60730;2026-07-09\|72.60\|0.86\|72.08\|72.98\|67.68\|42277;2026-07-10\|69.02\|-4.93\|72.93\|74.98\|69.02\|45510;2026-07-13\|63.41\|-8.13\|68.68\|69.69\|61.80\|45905;2026-07-14\|65.95\|4.01\|63.35\|67.13\|62.00\|28501;2026-07-15\|63.82\|-3.23\|66.00\|66.64\|62.75\|22225;2026-07-16\|61.68\|-3.35\|63.00\|65.47\|60.58\|25257;2026-07-17\|55.53\|-9.97\|60.96\|62.80\|55.02\|38563;2026-07-20\|49.51\|-10.84\|56.53\|57.00\|48.21\|49742;2026-07-21\|53.04\|7.13\|50.00\|53.30\|45.00\|46681;2026-07-22\|51.37\|-3.15\|52.99\|54.16\|50.95\|35774;2026-07-23\|50.29\|-2.10\|51.72\|52.75\|49.30\|23673;2026-07-24\|48.80\|-2.96\|50.00\|50.62\|48.21\|19957;2026-07-27\|50.98\|4.47\|49.26\|51.34\|48.05\|24024;2026-07-28\|47.43\|-6.96\|50.49\|51.24\|46.80\|20934;2026-07-29\|46.79\|-1.35\|47.44\|47.93\|44.68\|27106;2026-07-30\|43.58\|-6.86\|46.57\|46.57\|43.17\|27645;2026-07-31\|45.70\|4.86\|45.87\|49.35\|45.66\|30718;2026-08-03\|44.67\|-2.25\|46.07\|46.07\|43.88\|23018;2026-08-04\|47.80\|7.01\|45.50\|48.38\|44.56\|20826;2026-08-05\|50.54\|5.73\|48.58\|51.20\|47.00\|24630;2026-08-06\|51.48\|1.86\|49.90\|52.46\|49.90\|20724;2026-08-07\|52.70\|2.37\|51.71\|53.35\|50.60\|22104;2026-08-10\|50.81\|-3.59\|52.69\|53.11\|50.00\|31040;2026-08-11\|50.11\|-1.38\|50.80\|50.90\|49.12\|23548;2026-08-12\|51.58\|2.93\|50.61\|53.20\|50.00\|27889;2026-08-13\|51.30\|-0.54\|52.80\|54.30\|51.14\|34467;2026-08-14\|52.52\|2.38\|51.50\|52.58\|51.05\|17547;2026-08-17\|58.19\|10.80\|52.73\|58.40\|52.30\|40532;2026-08-18\|69.83\|20.00\|61.95\|69.83\|61.06\|50551;2026-08-19\|67.84\|-2.85\|69.00\|71.00\|65.65\|103967;2026-08-20\|70.50\|3.92\|69.30\|73.50\|66.02\|77465;2026-08-21\|71.11\|0.87\|70.49\|73.25\|68.85\|54720;2026-08-24\|68.21\|-4.08\|70.90\|71.50\|66.00\|43087;2026-08-25\|68.95\|1.08\|68.16\|69.85\|65.13\|34814;2026-08-26\|66.30\|-3.84\|70.30\|70.66\|65.50\|29595;2026-08-27\|69.68\|5.10\|66.71\|69.88\|64.99\|40307;2026-08-28\|69.55\|-0.19\|68.65\|72.28\|68.46\|30075;2026-08-31\|71.20\|2.37\|66.73\|71.70\|66.73\|29487;2026-09-01\|68.59\|-3.67\|71.69\|71.74\|68.00\|26821;2026-09-02\|66.50\|-3.05\|68.00\|68.99\|66.36\|22987;2026-09-03\|66.18\|-0.48\|67.74\|67.74\|65.02\|24942;2026-09-04\|64.61\|-2.37\|67.00\|69.49\|63.89\|26762;2026-09-07\|69.57\|7.68\|65.97\|69.93\|65.83\|35064;2026-09-08\|69.82\|0.36\|69.17\|71.60\|68.11\|39618;2026-09-09\|71.13\|1.88\|71.50\|74.30\|70.51\|46397;2026-09-10\|66.63\|-6.33\|68.11\|70.11\|66.02\|49733;2026-09-11\|64.00\|-3.95\|65.28\|65.90\|61.23\|39255;2026-09-14\|67.83\|5.98\|62.90\|68.45\|62.00\|32141;2026-09-15\|67.64\|-0.28\|67.11\|69.34\|67.11\|18824;2026-09-16\|68.36\|1.06\|63.78\|69.72\|63.78\|26368;2026-09-17\|72.15\|5.54\|68.50\|72.76\|67.42\|42787;2026-09-18\|76.49\|6.02\|72.49\|77.70\|70.26\|61960;2026-09-21\|91.79\|20.00\|81.80\|91.79\|81.17\|104878;2026-09-22\|105.01\|14.40\|98.89\|106.98\|97.20\|133828;2026-09-23\|114.98\|9.49\|105.00\|118.44\|101.92\|139982;2026-09-24\|117.08\|1.83\|115.92\|122.00\|114.01\|112617;2026-09-28\|102.66\|-12.32\|115.32\|116.79\|96.31\|161919;2026-09-29\|104.25\|1.55\|102.71\|110.65\|101.42\|115441;2026-09-30\|98.00\|-6.00\|104.91\|105.17\|97.99\|96076;2026-10-08\|91.68\|-6.45\|98.80\|98.98\|91.64\|76557;2026-10-09\|87.36\|-4.71\|91.24\|91.65\|84.00\|65546;2026-10-12\|82.09\|-6.03\|86.97\|87.37\|81.50\|54897;2026-10-13\|85.70\|4.40\|78.68\|87.70\|78.51\|88739;2026-10-14\|84.35\|-1.58\|86.43\|88.99\|82.59\|60352;2026-10-15\|80.20\|-4.92\|79.04\|82.63\|78.83\|52987;2026-10-16\|78.90\|-1.62\|82.00\|83.55\|78.00\|50851;2026-10-19\|76.00\|-3.68\|78.00\|79.90\|71.21\|56230;2026-10-20\|77.94\|2.55\|75.30\|80.50\|74.00\|47008;2026-10-21\|76.90\|-1.33\|78.72\|80.50\|76.12\|41936;2026-10-22\|73.87\|-3.94\|78.00\|79.57\|73.50\|52159;2026-10-23\|73.90\|0.04\|73.87\|74.50\|66.39\|52545;2026-10-26\|70.58\|-4.49\|73.20\|73.88\|70.01\|39745;2026-10-27\|65.59\|-7.07\|71.99\|73.74\|65.02\|44180;2026-10-28\|70.73\|7.84\|67.00\|71.81\|65.21\|49284;2026-10-29\|65.90\|-6.83\|70.75\|70.75\|65.66\|34009;2026-10-30\|59.95\|-9.03\|63.00\|64.91\|59.40\|42600;2026-11-02\|62.82\|4.79\|61.14\|64.65\|59.20\|45327;2026-11-03\|57.80\|-7.99\|62.79\|62.79\|56.90\|44440;2026-11-04\|64.55\|11.68\|58.20\|65.03\|56.49\|49439;2026-11-05\|61.45\|-4.80\|62.00\|64.63\|60.21\|49026;2026-11-06\|58.53\|-4.75\|55.47\|60.54\|55.08\|41408
126715	南亚向客户发出涨价函	并购重组+车载显示+智能电表 1、据2026年8月18日公告，公司正在筹划以现金方式购买江苏新通达电子科技股份有限公司50%股份，交易完成后江苏新通达将成为公司控股子公司，本次交易预计构成重大资产重组。 2、据2026年6月24日互动易，公司凭借高精度彩膜贴附、息屏一体黑及TFT光学贴合等技术，开创出应用于汽车仪表控制的车载大尺寸VA型液晶显示屏，能实现比TFT彩屏更好的指标效果并大幅降低成本。 3、据2026年6月24日互动易，公司液晶显示器已广泛大批量应用在国家电网的智能电表、物联网电表及集中器电表上。	公司产品使用到PCB，PCB由公司设计，由供方协作生产	2026-06-29\|20.52\|-6.47\|21.68\|21.99\|19.90\|51423;2026-06-30\|20.74\|1.07\|20.32\|21.14\|20.03\|33586;2026-07-01\|20.39\|-1.69\|20.77\|21.09\|19.80\|39394;2026-07-02\|20.99\|2.94\|20.11\|22.68\|19.82\|51724;2026-07-03\|20.22\|-3.67\|20.79\|21.39\|20.22\|43156;2026-07-06\|20.25\|0.15\|20.12\|20.99\|19.60\|40839;2026-07-07\|18.89\|-6.72\|20.01\|20.28\|18.65\|37607;2026-07-08\|18.27\|-3.28\|18.86\|19.04\|17.83\|37342;2026-07-09\|18.01\|-1.42\|18.17\|18.39\|17.08\|26606;2026-07-10\|17.81\|-1.11\|18.01\|18.45\|17.70\|28150;2026-07-13\|16.55\|-7.07\|17.82\|17.82\|16.49\|30106;2026-07-14\|16.90\|2.11\|16.54\|16.90\|16.05\|27348;2026-07-15\|16.56\|-2.01\|16.92\|17.00\|16.43\|27554;2026-07-16\|16.71\|0.91\|16.35\|17.49\|16.22\|39163;2026-07-17\|15.54\|-7.00\|16.62\|16.79\|15.34\|35746;2026-07-20\|14.66\|-5.66\|15.76\|16.20\|14.37\|37722;2026-07-21\|14.97\|2.11\|14.90\|15.18\|13.55\|39213;2026-07-22\|14.82\|-1.00\|14.85\|15.21\|14.60\|34626;2026-07-23\|15.17\|2.36\|15.05\|15.22\|14.75\|18603;2026-07-24\|14.89\|-1.85\|14.99\|15.14\|14.64\|14707;2026-07-27\|15.44\|3.69\|14.99\|15.48\|14.41\|18163;2026-07-28\|15.14\|-1.94\|15.23\|15.68\|14.90\|31149;2026-07-29\|15.37\|1.52\|15.04\|15.49\|14.83\|27086;2026-07-30\|14.90\|-3.06\|15.29\|15.60\|14.71\|26669;2026-07-31\|15.31\|2.75\|15.18\|15.68\|15.18\|30182;2026-08-03\|15.88\|3.72\|15.32\|15.95\|15.31\|27727;2026-08-04\|16.35\|2.96\|15.90\|16.51\|15.90\|29121;2026-08-05\|16.65\|1.83\|16.35\|16.77\|16.31\|26695;2026-08-06\|16.84\|1.14\|16.60\|16.88\|16.41\|20639;2026-08-07\|16.87\|0.18\|16.91\|16.91\|16.42\|22540;2026-08-10\|17.06\|1.13\|16.87\|17.12\|16.58\|19774;2026-08-11\|17.11\|0.29\|17.14\|17.23\|16.71\|18153;2026-08-12\|17.30\|1.11\|17.20\|17.41\|17.00\|12727;2026-08-13\|17.03\|-1.56\|17.48\|17.54\|17.01\|17012;2026-08-14\|17.23\|1.17\|17.10\|17.30\|17.00\|15741;2026-08-17\|17.65\|2.44\|17.25\|17.68\|16.93\|18627;2026-08-18\|21.18\|20.00\|18.98\|21.18\|18.88\|56635;2026-08-19\|25.42\|20.02\|22.58\|25.42\|21.51\|227513;2026-08-20\|22.54\|-11.33\|23.00\|25.28\|22.00\|170371;2026-08-21\|23.35\|3.59\|22.54\|24.11\|20.28\|180935;2026-08-24\|20.86\|-10.66\|21.81\|21.92\|20.45\|134847;2026-08-25\|20.62\|-1.15\|20.11\|21.17\|19.40\|105021;2026-08-26\|19.80\|-3.98\|20.30\|21.05\|19.50\|118562;2026-08-27\|20.33\|2.68\|19.67\|20.68\|19.67\|105429;2026-08-28\|19.74\|-2.90\|19.98\|20.40\|19.70\|80858;2026-08-31\|20.30\|2.84\|19.40\|20.32\|19.11\|69471;2026-09-01\|20.20\|-0.49\|20.10\|20.31\|19.78\|61113;2026-09-02\|19.16\|-5.15\|20.00\|20.00\|18.88\|68584;2026-09-03\|18.76\|-2.09\|19.22\|19.55\|18.51\|60100;2026-09-04\|18.94\|0.96\|18.86\|19.88\|18.70\|62543;2026-09-07\|19.98\|5.49\|19.11\|20.18\|19.00\|77502;2026-09-08\|19.63\|-1.75\|19.95\|19.95\|19.41\|49929;2026-09-09\|19.22\|-2.09\|19.58\|19.78\|19.05\|37343;2026-09-10\|19.02\|-1.04\|19.21\|19.31\|18.81\|26299;2026-09-11\|18.43\|-3.10\|18.85\|18.96\|18.23\|36561;2026-09-14\|18.80\|2.01\|18.56\|19.05\|18.28\|28320;2026-09-15\|18.23\|-3.03\|18.68\|18.86\|18.20\|24931;2026-09-16\|18.76\|2.91\|18.31\|18.76\|18.12\|28741;2026-09-17\|18.91\|0.80\|19.14\|19.50\|18.60\|36955;2026-09-18\|19.02\|0.58\|18.98\|19.20\|18.91\|33026;2026-09-21\|19.79\|4.05\|19.01\|19.99\|19.01\|43855;2026-09-22\|19.72\|-0.35\|19.81\|19.95\|19.63\|34888;2026-09-23\|19.55\|-0.86\|19.91\|19.98\|19.38\|23199;2026-09-24\|19.28\|-1.38\|19.45\|19.65\|19.23\|17588;2026-09-28\|18.69\|-3.06\|19.27\|19.39\|18.53\|22667;2026-09-29\|18.93\|1.28\|18.60\|19.06\|18.53\|15984;2026-09-30\|18.50\|-2.27\|19.01\|19.15\|18.41\|20506;2026-10-08\|18.23\|-1.46\|18.50\|18.87\|18.05\|23409;2026-10-09\|17.86\|-2.03\|18.10\|18.23\|16.85\|29447;2026-10-12\|17.52\|-1.90\|17.83\|17.96\|17.40\|20296;2026-10-13\|17.98\|2.63\|17.28\|18.15\|16.61\|27564;2026-10-14\|17.52\|-2.56\|18.04\|18.04\|17.47\|19702;2026-10-15\|17.12\|-2.28\|17.28\|17.43\|16.78\|23197;2026-10-16\|17.17\|0.29\|17.40\|17.54\|16.94\|21705;2026-10-19\|16.85\|-1.86\|16.96\|17.16\|16.27\|17530;2026-10-20\|17.30\|2.67\|16.91\|17.48\|16.86\|19039;2026-10-21\|17.01\|-1.68\|17.32\|17.48\|16.91\|12700;2026-10-22\|16.59\|-2.47\|17.27\|18.15\|16.58\|33581;2026-10-23\|17.07\|2.89\|16.59\|17.12\|15.62\|33444;2026-10-26\|16.89\|-1.05\|16.86\|17.18\|16.55\|19060;2026-10-27\|16.28\|-3.61\|16.97\|17.23\|16.27\|14813;2026-10-28\|16.92\|3.93\|16.60\|17.20\|16.28\|20695;2026-10-29\|16.15\|-4.55\|16.99\|16.99\|16.15\|17907;2026-10-30\|15.47\|-4.21\|16.23\|16.49\|15.30\|20120;2026-11-02\|15.85\|2.46\|15.60\|15.97\|15.01\|23883;2026-11-03\|15.51\|-2.15\|15.95\|15.99\|15.34\|15026;2026-11-04\|15.99\|3.09\|15.53\|16.06\|15.10\|22978;2026-11-05\|16.56\|3.56\|15.71\|16.60\|15.70\|24270;2026-11-06\|16.08\|-2.90\|15.78\|16.25\|15.67\|19167
126714	摩根大通：下一轮全球粮食危机可能正在酝酿之中	肉牛全产业链+活畜销售增长+摘帽 1、据2026年8月4日互动易，公司深耕牛育种、肉牛养殖等领域，正推进“育种—饲料—养殖—食品加工”全产业链布局，涵盖育种、养殖、饲料及食品板块。 2、据2026年7月4日公告，公司2026年6月销售活畜806头，销售收入1056.40万元，销量环比增加82.77%，收入环比增加154.63%。 3、据2026年6月18日公告，公司股票自2026年6月22日起撤销退市风险警示及其他风险警示，股票简称由“*ST天山”变更为“天山生物”。	我国最大的牛品种改良产品及服务提供商之一；公司主要业务为种牛、奶牛的养殖、销售和进出口，主营涵盖生鲜牛乳的收购和销售，牛奶直接销售给各大乳品加工企业	2026-06-29\|7.59\|-3.31\|7.80\|7.89\|7.41\|58155;2026-06-30\|7.60\|0.13\|7.58\|8.03\|7.42\|58320;2026-07-01\|8.07\|6.18\|7.55\|8.22\|7.55\|87204;2026-07-02\|8.38\|3.84\|8.06\|8.70\|8.00\|91448;2026-07-03\|8.93\|6.56\|8.35\|9.13\|8.30\|103535;2026-07-06\|8.83\|-1.12\|8.91\|9.18\|8.74\|71684;2026-07-07\|8.15\|-7.70\|8.83\|8.98\|8.13\|65876;2026-07-08\|8.00\|-1.84\|8.21\|8.29\|7.81\|52881;2026-07-09\|8.00\|0.00\|8.00\|8.19\|7.88\|48937;2026-07-10\|8.41\|5.12\|8.00\|8.73\|7.83\|96256;2026-07-13\|8.02\|-4.64\|8.40\|8.46\|7.95\|56785;2026-07-14\|7.98\|-0.50\|8.01\|8.17\|7.85\|47999;2026-07-15\|8.13\|1.88\|8.00\|8.16\|7.85\|54898;2026-07-16\|8.32\|2.34\|8.09\|8.55\|7.96\|60765;2026-07-17\|7.86\|-5.53\|8.31\|8.40\|7.80\|59480;2026-07-20\|7.58\|-3.56\|7.96\|8.06\|7.49\|49244;2026-07-21\|7.44\|-1.85\|7.58\|7.68\|7.20\|57314;2026-07-22\|7.40\|-0.54\|7.45\|7.73\|7.31\|40875;2026-07-23\|7.68\|3.78\|7.40\|7.70\|7.30\|51440;2026-07-24\|7.48\|-2.60\|7.54\|7.68\|7.43\|23947;2026-07-27\|7.64\|2.14\|7.48\|7.68\|7.32\|26654;2026-07-28\|7.81\|2.23\|7.60\|8.17\|7.58\|56803;2026-07-29\|7.82\|0.13\|7.71\|8.10\|7.64\|57096;2026-07-30\|7.58\|-3.07\|7.78\|8.01\|7.53\|59034;2026-07-31\|7.85\|3.56\|7.51\|7.87\|7.51\|46519;2026-08-03\|8.00\|1.91\|7.92\|8.09\|7.78\|49063;2026-08-04\|8.13\|1.62\|8.02\|8.18\|8.02\|43955;2026-08-05\|8.27\|1.72\|8.18\|8.30\|8.10\|43929;2026-08-06\|8.35\|0.97\|8.30\|8.38\|8.17\|51634;2026-08-07\|8.15\|-2.40\|8.35\|8.35\|8.04\|40168;2026-08-10\|8.45\|3.68\|8.18\|8.55\|8.06\|56730;2026-08-11\|8.36\|-1.07\|8.45\|8.48\|8.32\|36969;2026-08-12\|8.48\|1.44\|8.33\|8.55\|8.28\|39044;2026-08-13\|8.78\|3.54\|8.50\|9.28\|8.40\|135705;2026-08-14\|8.94\|1.82\|8.78\|9.21\|8.62\|134707;2026-08-17\|10.73\|20.02\|9.09\|10.73\|9.02\|249244;2026-08-18\|12.88\|20.04\|11.88\|12.88\|11.88\|150723;2026-08-19\|14.45\|12.19\|14.60\|15.41\|13.51\|618200;2026-08-20\|14.14\|-2.15\|13.83\|15.24\|13.01\|532007;2026-08-21\|12.80\|-9.48\|13.54\|13.82\|12.10\|432190;2026-08-24\|15.36\|20.00\|13.37\|15.36\|12.19\|463666;2026-08-25\|16.63\|8.27\|15.78\|17.80\|15.35\|600922;2026-08-26\|15.55\|-6.49\|15.50\|16.31\|14.80\|437554;2026-08-27\|16.64\|7.01\|15.53\|16.80\|15.25\|428734;2026-08-28\|15.35\|-7.75\|16.19\|16.39\|15.28\|370969;2026-08-31\|14.47\|-5.73\|15.75\|16.19\|13.80\|427418;2026-09-01\|15.14\|4.63\|13.88\|15.90\|13.85\|439676;2026-09-02\|14.58\|-3.70\|14.80\|14.99\|13.80\|335220;2026-09-03\|13.51\|-7.34\|14.51\|14.51\|13.20\|308882;2026-09-04\|14.39\|6.51\|13.69\|14.43\|13.33\|311322;2026-09-07\|15.75\|9.45\|14.56\|15.80\|14.47\|376426;2026-09-08\|15.90\|0.95\|15.00\|16.21\|14.66\|390708;2026-09-09\|14.99\|-5.72\|14.94\|16.10\|14.94\|321701;2026-09-10\|13.40\|-10.61\|14.99\|15.41\|13.20\|319919;2026-09-11\|12.44\|-7.16\|13.18\|13.46\|12.25\|273284;2026-09-14\|13.20\|6.11\|12.37\|14.15\|11.86\|312359;2026-09-15\|13.12\|-0.61\|13.87\|13.90\|13.00\|257071;2026-09-16\|13.40\|2.13\|13.50\|13.85\|13.01\|266016;2026-09-17\|14.01\|4.55\|13.47\|14.30\|13.18\|364793;2026-09-18\|13.08\|-6.64\|12.88\|13.39\|12.68\|324224;2026-09-21\|13.23\|1.15\|12.38\|13.25\|12.36\|268770;2026-09-22\|13.72\|3.70\|13.11\|14.08\|12.93\|281015;2026-09-23\|13.01\|-5.17\|13.90\|14.12\|12.96\|214918;2026-09-24\|12.37\|-4.92\|13.27\|13.30\|12.33\|163952;2026-09-28\|12.26\|-0.89\|12.56\|13.06\|12.15\|181761;2026-09-29\|11.88\|-3.10\|11.82\|12.18\|11.82\|142710;2026-09-30\|12.06\|1.52\|11.95\|12.47\|11.91\|128395;2026-10-08\|12.21\|1.24\|11.87\|12.96\|11.87\|172321;2026-10-09\|13.11\|7.37\|12.21\|13.91\|12.12\|340281;2026-10-12\|12.08\|-7.86\|13.11\|13.80\|12.04\|298290;2026-10-13\|12.19\|0.91\|11.94\|12.19\|11.37\|184908;2026-10-14\|11.73\|-3.77\|12.19\|12.49\|11.66\|117788;2026-10-15\|11.21\|-4.43\|11.25\|11.44\|11.08\|110051;2026-10-16\|10.99\|-1.96\|11.33\|11.46\|10.84\|114103;2026-10-19\|10.68\|-2.82\|10.93\|10.99\|10.43\|111120;2026-10-20\|10.71\|0.28\|10.60\|10.99\|10.59\|84778;2026-10-21\|10.80\|0.84\|10.70\|11.05\|10.70\|86348;2026-10-22\|10.14\|-6.11\|10.69\|10.88\|10.14\|89961;2026-10-23\|10.20\|0.59\|10.05\|10.24\|9.47\|111374;2026-10-26\|9.91\|-2.84\|10.11\|10.18\|9.75\|74897;2026-10-27\|9.70\|-2.12\|9.90\|10.04\|9.66\|64588;2026-10-28\|9.82\|1.24\|9.62\|9.94\|9.48\|66806;2026-10-29\|9.65\|-1.73\|9.87\|9.99\|9.65\|69316;2026-10-30\|9.56\|-0.93\|9.63\|10.02\|9.38\|100698;2026-11-02\|9.87\|3.24\|9.56\|9.90\|9.16\|97400;2026-11-03\|9.81\|-0.61\|9.76\|10.09\|9.62\|89306;2026-11-04\|9.90\|0.92\|9.73\|9.97\|9.51\|121879;2026-11-05\|10.13\|2.32\|9.83\|10.13\|9.68\|128039;2026-11-06\|11.42\|12.73\|9.93\|11.52\|9.85\|390723
126610		要约收购+建筑总包+绿色建筑 1、据2026年7月10日公告，宁波开海自有资金投资发展有限公司拟以1.25元/股向公司全体股东发出部分要约，收购9178.6万股占公司总股本6%，收购方具有国资背景，本次要约收购不以终止上市地位为目的。 2、据2025年年报，公司形成了建筑总包、基建投资和绿色建筑三大板块协同发展的生态，拥有房屋建筑工程总承包特级资质等多项一级资质，覆盖工业、民用、市政等各类建筑施工项目。 3、据2025年年报，公司以龙元明筑等为主体开展装配式建筑、光伏建筑等绿色建筑业务，自研的S体系装配式钢结构解决方案正向近零能耗建筑发展，累计已申请相关技术专利超400项。	长三角建筑市场最大的民营施工企业之一，宁波开海投资拟要约收购公司6%股份	2026-06-29\|0.97\|-4.90\|0.99\|1.00\|0.97\|616298;2026-06-30\|0.92\|-5.15\|0.92\|0.95\|0.92\|818244;2026-07-01\|0.97\|5.43\|0.91\|0.97\|0.91\|527230;2026-07-02\|1.02\|5.15\|1.02\|1.02\|1.02\|49579;2026-07-10\|1.12\|9.80\|1.12\|1.12\|1.12\|7455;2026-07-13\|1.23\|9.82\|1.23\|1.23\|1.23\|629530;2026-07-14\|1.35\|9.76\|1.23\|1.35\|1.20\|1909029;2026-07-15\|1.29\|-4.44\|1.30\|1.37\|1.27\|1303806;2026-07-16\|1.42\|10.08\|1.31\|1.42\|1.30\|1496919;2026-07-17\|1.35\|-4.93\|1.41\|1.46\|1.32\|1425686;2026-07-20\|1.23\|-8.89\|1.31\|1.34\|1.22\|1196689;2026-07-21\|1.23\|0.00\|1.22\|1.26\|1.15\|1008950;2026-07-22\|1.21\|-1.63\|1.23\|1.25\|1.19\|755229;2026-07-23\|1.22\|0.83\|1.20\|1.22\|1.18\|649985;2026-07-24\|1.23\|0.82\|1.21\|1.30\|1.20\|987067;2026-07-27\|1.25\|1.63\|1.22\|1.25\|1.21\|657969;2026-07-28\|1.23\|-1.60\|1.24\|1.25\|1.22\|580184;2026-07-29\|1.24\|0.81\|1.23\|1.25\|1.22\|534404;2026-07-30\|1.24\|0.00\|1.24\|1.28\|1.23\|633805;2026-07-31\|1.24\|0.00\|1.24\|1.25\|1.23\|443799;2026-08-03\|1.25\|0.81\|1.24\|1.25\|1.23\|358537;2026-08-04\|1.25\|0.00\|1.25\|1.25\|1.23\|418324;2026-08-05\|1.24\|-0.80\|1.24\|1.25\|1.23\|454907;2026-08-06\|1.24\|0.00\|1.24\|1.25\|1.23\|270776;2026-08-07\|1.23\|-0.81\|1.24\|1.24\|1.23\|309650;2026-08-10\|1.23\|0.00\|1.24\|1.24\|1.23\|252736;2026-08-11\|1.24\|0.81\|1.23\|1.24\|1.23\|216477;2026-08-12\|1.36\|9.68\|1.24\|1.36\|1.23\|1548045;2026-08-13\|1.50\|10.29\|1.32\|1.50\|1.28\|1799299;2026-08-14\|1.49\|-0.67\|1.47\|1.64\|1.45\|1866843;2026-08-17\|1.64\|10.07\|1.49\|1.64\|1.48\|1386088;2026-08-18\|1.54\|-6.10\|1.62\|1.62\|1.52\|1289268;2026-08-19\|1.56\|1.30\|1.56\|1.64\|1.53\|1263081;2026-08-20\|1.71\|9.62\|1.56\|1.72\|1.50\|1529395;2026-08-21\|1.81\|5.85\|1.67\|1.85\|1.67\|1474690;2026-08-24\|1.78\|-1.66\|1.75\|1.91\|1.70\|1231456;2026-08-25\|1.80\|1.12\|1.75\|1.85\|1.74\|920231;2026-08-26\|1.63\|-9.44\|1.79\|1.80\|1.62\|1337360;2026-08-28\|1.68\|3.07\|1.67\|1.75\|1.61\|1040250;2026-08-31\|1.62\|-3.57\|1.68\|1.71\|1.57\|891597;2026-09-01\|1.57\|-3.09\|1.61\|1.61\|1.55\|706046;2026-09-02\|1.58\|0.64\|1.59\|1.67\|1.56\|802790;2026-09-03\|1.57\|-0.63\|1.57\|1.62\|1.55\|573776;2026-09-04\|1.60\|1.91\|1.57\|1.62\|1.54\|716787;2026-09-07\|1.67\|4.38\|1.58\|1.68\|1.58\|617854;2026-09-08\|1.65\|-1.20\|1.66\|1.69\|1.64\|481499;2026-09-09\|1.57\|-4.85\|1.65\|1.65\|1.56\|566641;2026-09-10\|1.73\|10.19\|1.66\|1.73\|1.65\|876821;2026-09-11\|1.76\|1.73\|1.75\|1.88\|1.74\|1418561;2026-09-14\|1.91\|8.52\|1.75\|1.94\|1.68\|1309503;2026-09-15\|1.74\|-8.90\|1.85\|1.88\|1.73\|986551;2026-09-16\|1.74\|0.00\|1.70\|1.79\|1.69\|626451;2026-09-17\|1.71\|-1.72\|1.72\|1.76\|1.66\|571862;2026-09-18\|1.70\|-0.58\|1.69\|1.74\|1.66\|476033;2026-09-21\|1.67\|-1.76\|1.68\|1.69\|1.65\|467932;2026-09-22\|1.64\|-1.80\|1.67\|1.67\|1.61\|533526;2026-09-23\|1.67\|1.83\|1.63\|1.69\|1.60\|517799;2026-09-24\|1.62\|-2.99\|1.68\|1.72\|1.61\|505269;2026-09-28\|1.52\|-6.17\|1.60\|1.60\|1.51\|510401;2026-09-29\|1.55\|1.97\|1.51\|1.57\|1.50\|348861;2026-09-30\|1.57\|1.29\|1.54\|1.59\|1.53\|336175;2026-10-08\|1.50\|-4.46\|1.56\|1.57\|1.49\|376645;2026-10-09\|1.48\|-1.33\|1.49\|1.50\|1.40\|448886;2026-10-12\|1.44\|-2.70\|1.46\|1.49\|1.43\|307338;2026-10-13\|1.42\|-1.39\|1.42\|1.44\|1.37\|380596;2026-10-14\|1.38\|-2.82\|1.41\|1.45\|1.37\|413601;2026-10-15\|1.39\|0.72\|1.35\|1.48\|1.33\|523215;2026-10-16\|1.41\|1.44\|1.39\|1.45\|1.38\|361364;2026-10-19\|1.37\|-2.84\|1.39\|1.42\|1.35\|296056;2026-10-20\|1.37\|0.00\|1.37\|1.39\|1.36\|219480;2026-10-21\|1.42\|3.65\|1.38\|1.43\|1.38\|327488;2026-10-22\|1.36\|-4.23\|1.41\|1.42\|1.35\|304486;2026-10-23\|1.38\|1.47\|1.36\|1.38\|1.31\|313298;2026-10-26\|1.36\|-1.45\|1.35\|1.38\|1.34\|220752;2026-10-27\|1.36\|0.00\|1.35\|1.42\|1.34\|365298;2026-10-28\|1.33\|-2.21\|1.37\|1.38\|1.33\|334258;2026-10-29\|1.26\|-5.26\|1.32\|1.32\|1.25\|377262;2026-10-30\|1.25\|-0.79\|1.23\|1.29\|1.22\|284825;2026-11-02\|1.25\|0.00\|1.24\|1.27\|1.23\|277561;2026-11-03\|1.28\|2.40\|1.25\|1.32\|1.24\|393943;2026-11-04\|1.29\|0.78\|1.28\|1.31\|1.26\|269706;2026-11-05\|1.35\|4.65\|1.29\|1.37\|1.28\|453760;2026-11-06\|1.33\|-1.48\|1.31\|1.35\|1.30\|305594
126609		创新药+神经生长因子+中药饮片+医药流通行业原因： 1、据西南证券8月8日研报，创新药中报业绩密集兑现，百济神州、荣昌生物、信达生物同步发布业绩利好形成板块共振。 2、据中泰证券8月10日研报，石药集团与阿斯利康达成重要合作，进一步体现MNC对中国创新资产价值认可，市场关注点由BD首付款转向全球商业化兑现。公司原因： 1、据2026年5月15日业绩说明会，公司一类创新药重组人神经生长因子SMR001滴眼液治疗中至重度干眼症的III期关键注册临床试验正在有序推进，受试者入组工作进展顺利。 2、据2025年年度报告，全资子公司山东衍渡生物科技有限公司主要开展创新药研发、生产，SMR001滴眼液是国内首款以重组人神经生长因子为有效成分的滴眼制剂，用于治疗中至重度干眼症。 3、据2025年年度报告，控股孙公司四川固康药业有限责任公司为中药行业供应链综合服务企业，主要产品包括熊胆粉、麝香、天然牛黄、川贝母等中药饮片。 4、据2025年年度报告，全资子公司山东未名天安医药有限公司已取得《药品经营许可证》，具备药品批发与流通资质，覆盖中药饮片、中成药、化学药、生物制品等品类。	公司主要产品恩经复（神经生长因子），联营公司北京科兴致力于人用疫苗及其相关产品	2026-06-29\|3.18\|-0.62\|3.19\|3.23\|3.04\|89661;2026-06-30\|3.17\|-0.31\|3.18\|3.23\|3.08\|68227;2026-07-01\|3.27\|3.15\|3.15\|3.33\|3.15\|79093;2026-07-02\|3.43\|4.89\|3.25\|3.43\|3.23\|70854;2026-07-03\|3.45\|0.58\|3.45\|3.50\|3.37\|89272;2026-07-06\|3.33\|-3.48\|3.41\|3.55\|3.30\|72391;2026-07-07\|3.10\|-6.91\|3.29\|3.31\|3.08\|79225;2026-07-08\|3.14\|1.29\|3.07\|3.22\|3.05\|51184;2026-07-09\|3.23\|2.87\|3.13\|3.44\|3.09\|84528;2026-07-10\|3.30\|2.17\|3.22\|3.33\|3.10\|62463;2026-07-13\|3.63\|10.00\|3.35\|3.63\|3.34\|91010;2026-07-14\|3.82\|5.23\|3.68\|3.95\|3.50\|215225;2026-07-15\|3.98\|4.19\|3.71\|4.17\|3.63\|207157;2026-07-16\|4.03\|1.26\|3.92\|4.16\|3.78\|146607;2026-07-17\|3.63\|-9.93\|3.93\|4.03\|3.63\|96898;2026-07-20\|3.35\|-7.71\|3.64\|3.68\|3.29\|118152;2026-07-21\|3.34\|-0.30\|3.32\|3.50\|3.26\|68894;2026-07-22\|3.34\|0.00\|3.30\|3.40\|3.22\|50440;2026-07-23\|3.40\|1.80\|3.34\|3.41\|3.29\|35690;2026-07-24\|3.22\|-5.29\|3.36\|3.40\|3.22\|40843;2026-07-27\|3.30\|2.48\|3.22\|3.32\|3.19\|26483;2026-07-28\|3.37\|2.12\|3.29\|3.46\|3.28\|44432;2026-07-29\|3.46\|2.67\|3.40\|3.55\|3.38\|49219;2026-07-30\|3.30\|-4.62\|3.46\|3.48\|3.29\|51679;2026-07-31\|3.42\|3.64\|3.35\|3.43\|3.30\|41465;2026-08-03\|3.47\|1.46\|3.48\|3.49\|3.40\|46222;2026-08-04\|3.53\|1.73\|3.47\|3.58\|3.45\|50143;2026-08-05\|3.45\|-2.27\|3.52\|3.55\|3.42\|67904;2026-08-06\|3.43\|-0.58\|3.45\|3.48\|3.38\|50794;2026-08-07\|3.67\|7.00\|3.41\|3.75\|3.33\|113418;2026-08-10\|3.86\|5.18\|3.69\|3.90\|3.66\|120697;2026-08-11\|3.83\|-0.78\|3.80\|3.97\|3.78\|61614;2026-08-12\|3.88\|1.31\|3.80\|3.94\|3.76\|51595;2026-08-13\|4.27\|10.05\|3.86\|4.27\|3.77\|175640;2026-08-14\|4.39\|2.81\|4.28\|4.55\|4.22\|205183;2026-08-17\|4.83\|10.02\|4.31\|4.83\|4.31\|177529;2026-08-18\|4.85\|0.41\|4.80\|5.22\|4.77\|295589;2026-08-19\|5.20\|7.22\|4.86\|5.34\|4.63\|301669;2026-08-20\|5.72\|10.00\|5.28\|5.72\|5.15\|279703;2026-08-21\|5.79\|1.22\|5.50\|5.98\|5.38\|274065;2026-08-24\|5.21\|-10.02\|5.70\|5.70\|5.21\|256153;2026-08-25\|5.62\|7.87\|5.06\|5.66\|4.97\|209307;2026-08-26\|5.20\|-7.47\|5.52\|5.72\|5.12\|186912;2026-08-27\|5.17\|-0.58\|5.05\|5.29\|4.89\|161236;2026-08-28\|5.22\|0.97\|5.05\|5.36\|5.01\|115809;2026-08-31\|5.36\|2.68\|5.33\|5.55\|5.23\|99042;2026-09-01\|5.22\|-2.61\|5.26\|5.46\|5.22\|62149;2026-09-02\|5.13\|-1.72\|5.23\|5.24\|5.01\|48078;2026-09-03\|5.64\|9.94\|5.13\|5.64\|5.05\|160961;2026-09-04\|5.63\|-0.18\|5.81\|5.83\|5.60\|113992;2026-09-07\|5.87\|4.26\|5.55\|5.96\|5.55\|98193;2026-09-08\|5.48\|-6.64\|5.80\|5.85\|5.35\|118407;2026-09-09\|5.41\|-1.28\|5.45\|5.65\|5.35\|57171;2026-09-10\|5.46\|0.92\|5.42\|5.65\|5.31\|47103;2026-09-11\|5.34\|-2.20\|5.47\|5.53\|5.10\|52753;2026-09-14\|5.28\|-1.12\|5.34\|5.42\|5.26\|38203;2026-09-15\|5.07\|-3.98\|5.25\|5.31\|5.07\|37815;2026-09-16\|5.14\|1.38\|5.10\|5.22\|4.98\|47535;2026-09-17\|5.10\|-0.78\|5.06\|5.14\|4.97\|45888;2026-09-18\|5.19\|1.76\|5.10\|5.32\|5.10\|41139;2026-09-21\|5.00\|-3.66\|5.17\|5.39\|4.86\|107465;2026-09-22\|5.39\|7.80\|5.00\|5.50\|4.94\|144649;2026-09-23\|5.18\|-3.90\|5.33\|5.49\|5.17\|72531;2026-09-24\|4.97\|-4.05\|5.08\|5.18\|4.95\|61703;2026-09-28\|4.76\|-4.23\|5.04\|5.11\|4.76\|60459;2026-09-29\|4.75\|-0.21\|4.71\|4.84\|4.71\|26818;2026-09-30\|5.10\|7.37\|4.76\|5.12\|4.76\|56104;2026-10-08\|5.15\|0.98\|5.39\|5.49\|5.10\|87075;2026-10-09\|5.24\|1.75\|5.09\|5.34\|4.96\|57031;2026-10-12\|5.26\|0.38\|5.23\|5.33\|5.17\|34881;2026-10-13\|5.22\|-0.76\|5.20\|5.29\|5.08\|36368;2026-10-14\|5.11\|-2.11\|5.28\|5.28\|5.10\|19632;2026-10-15\|4.93\|-3.52\|5.01\|5.15\|4.91\|32839;2026-10-16\|4.82\|-2.23\|4.95\|5.07\|4.78\|50321;2026-10-19\|4.58\|-4.98\|4.89\|4.89\|4.45\|66555;2026-10-20\|4.65\|1.53\|4.54\|4.76\|4.54\|24546;2026-10-21\|5.10\|9.68\|4.72\|5.12\|4.65\|104430;2026-10-22\|4.78\|-6.27\|4.94\|4.98\|4.78\|61383;2026-10-23\|4.70\|-1.67\|4.78\|4.85\|4.54\|45468;2026-10-26\|4.80\|2.13\|4.70\|4.80\|4.67\|18051;2026-10-27\|4.63\|-3.54\|4.85\|4.85\|4.61\|19321;2026-10-28\|4.49\|-3.02\|4.64\|4.68\|4.42\|38507;2026-10-29\|4.33\|-3.56\|4.52\|4.52\|4.31\|26177;2026-10-30\|4.14\|-4.39\|4.31\|4.37\|4.10\|24941;2026-11-02\|4.10\|-0.97\|4.24\|4.24\|3.99\|24419;2026-11-03\|4.12\|0.49\|4.14\|4.27\|4.08\|23733;2026-11-04\|4.19\|1.70\|4.12\|4.21\|4.07\|24904;2026-11-05\|4.21\|0.48\|4.16\|4.35\|4.15\|20428;2026-11-06\|4.08\|-3.09\|4.18\|4.18\|4.01\|39429
126608		预制菜+粮食概念+肉牛养殖+ST整改行业原因：摩根大通日前警告称，下一轮全球粮食危机可能正在酝酿之中，或于明年爆发。该行分析师将驱动因素归结为“五个W”：战争（War）、天气（Weather）、仓储（Warehousing）、水（Water）和浪费（Waste）。公司原因： 1、据2026年6月22日互动易，公司正在逐步按照整改计划进行全面整改，同步进行审计机构的选聘工作，将在规定时间内达到相关规则要求。 2、据2025年年报，公司食品加工以生产销售预制菜为主，拥有“鲜到家”品牌，部分产品入选“京东金榜-方便菜金榜”，已与盒马鲜生、海底捞等客户建立稳定合作。 3、据2025年年报，公司累计租赁农耕用地6.8万亩用于种植小麦和玉米，为食品加工和肉牛养殖提供原料。 4、据2025年年报，公司深耕肉牛育种养殖，期末活牛存栏27,499头，形成育种、养殖、屠宰业务整体优势。	公司业务包括养猪、预制菜及殡葬服务业	2026-06-29\|2.59\|4.86\|2.55\|2.59\|2.52\|27696;2026-06-30\|2.55\|-1.54\|2.66\|2.69\|2.51\|65693;2026-07-01\|2.68\|5.10\|2.58\|2.68\|2.53\|71236;2026-07-02\|2.75\|2.61\|2.70\|2.80\|2.69\|68554;2026-07-03\|2.80\|1.82\|2.75\|2.82\|2.70\|47257;2026-07-06\|2.72\|-2.86\|2.84\|2.84\|2.69\|68773;2026-07-07\|2.59\|-4.78\|2.69\|2.71\|2.57\|49347;2026-07-08\|2.64\|1.93\|2.61\|2.67\|2.52\|35740;2026-07-09\|2.65\|0.38\|2.65\|2.77\|2.60\|69534;2026-07-10\|2.73\|3.02\|2.68\|2.73\|2.59\|52451;2026-07-13\|2.62\|-4.03\|2.73\|2.74\|2.60\|40345;2026-07-14\|2.66\|1.53\|2.59\|2.67\|2.58\|37128;2026-07-15\|2.66\|0.00\|2.62\|2.70\|2.60\|39078;2026-07-16\|2.70\|1.50\|2.65\|2.75\|2.63\|42296;2026-07-17\|2.61\|-3.33\|2.70\|2.75\|2.57\|46929;2026-07-20\|2.49\|-4.60\|2.61\|2.65\|2.44\|58159;2026-07-21\|2.46\|-1.20\|2.47\|2.50\|2.38\|52835;2026-07-22\|2.40\|-2.44\|2.42\|2.46\|2.39\|36091;2026-07-23\|2.48\|3.33\|2.39\|2.48\|2.39\|32218;2026-07-24\|2.42\|-2.42\|2.45\|2.48\|2.39\|36640;2026-07-27\|2.46\|1.65\|2.37\|2.47\|2.37\|32055;2026-07-28\|2.49\|1.22\|2.44\|2.53\|2.44\|29021;2026-07-29\|2.58\|3.61\|2.51\|2.67\|2.51\|55848;2026-07-30\|2.58\|0.00\|2.59\|2.65\|2.54\|45971;2026-07-31\|2.63\|1.94\|2.60\|2.64\|2.57\|25080;2026-08-03\|2.66\|1.14\|2.62\|2.66\|2.61\|24746;2026-08-04\|2.64\|-0.75\|2.65\|2.67\|2.62\|32871;2026-08-05\|2.64\|0.00\|2.64\|2.65\|2.60\|26263;2026-08-06\|2.63\|-0.38\|2.62\|2.64\|2.58\|35425;2026-08-07\|2.57\|-2.28\|2.63\|2.63\|2.51\|49124;2026-08-10\|2.64\|2.72\|2.56\|2.64\|2.55\|36451;2026-08-11\|2.61\|-1.14\|2.64\|2.64\|2.59\|27132;2026-08-12\|2.66\|1.92\|2.60\|2.66\|2.60\|26816;2026-08-13\|2.65\|-0.38\|2.67\|2.68\|2.62\|31686;2026-08-14\|2.59\|-2.26\|2.65\|2.65\|2.59\|29990;2026-08-17\|2.85\|10.04\|2.61\|2.85\|2.60\|99200;2026-08-18\|3.05\|7.02\|2.95\|3.14\|2.83\|231375;2026-08-19\|2.83\|-7.21\|2.96\|2.99\|2.75\|173244;2026-08-20\|2.79\|-1.41\|2.76\|2.84\|2.72\|110178;2026-08-21\|2.76\|-1.08\|2.76\|2.77\|2.66\|84250;2026-08-24\|2.75\|-0.36\|2.73\|2.80\|2.69\|69491;2026-08-25\|2.76\|0.36\|2.72\|2.82\|2.72\|67328;2026-08-26\|2.77\|0.36\|2.71\|2.79\|2.70\|69603;2026-08-27\|2.87\|3.61\|2.76\|2.91\|2.75\|97042;2026-08-28\|2.87\|0.00\|2.83\|2.89\|2.79\|81666;2026-08-31\|2.79\|-2.79\|2.87\|2.89\|2.79\|81694;2026-09-01\|2.93\|5.02\|2.77\|2.96\|2.75\|108193;2026-09-02\|2.84\|-3.07\|2.88\|2.92\|2.82\|86909;2026-09-03\|2.80\|-1.41\|2.85\|2.86\|2.77\|54251;2026-09-04\|2.91\|3.93\|2.80\|2.94\|2.78\|100694;2026-09-07\|2.92\|0.34\|2.91\|3.00\|2.89\|73845;2026-09-08\|2.97\|1.71\|2.91\|2.98\|2.89\|118365;2026-09-09\|2.95\|-0.67\|2.95\|3.10\|2.88\|122891;2026-09-10\|2.84\|-3.73\|2.94\|2.94\|2.84\|77436;2026-09-11\|2.77\|-2.46\|2.82\|2.83\|2.73\|64576;2026-09-14\|2.76\|-0.36\|2.74\|2.80\|2.74\|38415;2026-09-15\|2.70\|-2.17\|2.78\|2.78\|2.68\|53041;2026-09-16\|2.71\|0.37\|2.71\|2.76\|2.69\|42247;2026-09-17\|2.73\|0.74\|2.69\|2.76\|2.64\|56465;2026-09-18\|2.74\|0.37\|2.71\|2.76\|2.70\|32467;2026-09-21\|2.77\|1.09\|2.72\|2.78\|2.72\|28355;2026-09-22\|2.75\|-0.72\|2.78\|2.78\|2.73\|28742;2026-09-23\|2.69\|-2.18\|2.75\|2.75\|2.69\|37843;2026-09-24\|2.69\|0.00\|2.71\|2.72\|2.69\|25857;2026-09-28\|2.66\|-1.12\|2.61\|2.66\|2.60\|40064;2026-09-29\|2.60\|-2.26\|2.65\|2.65\|2.59\|42369;2026-09-30\|2.57\|-1.15\|2.62\|2.62\|2.53\|46019;2026-10-08\|2.56\|-0.39\|2.59\|2.62\|2.55\|34854;2026-10-09\|2.54\|-0.78\|2.57\|2.58\|2.50\|49366;2026-10-12\|2.46\|-3.15\|2.54\|2.54\|2.41\|64458;2026-10-13\|2.43\|-1.22\|2.43\|2.45\|2.39\|31199;2026-10-14\|2.43\|0.00\|2.41\|2.46\|2.40\|32884;2026-10-15\|2.32\|-4.53\|2.41\|2.41\|2.31\|53387;2026-10-16\|2.32\|0.00\|2.35\|2.38\|2.31\|36346;2026-10-19\|2.27\|-2.16\|2.29\|2.32\|2.25\|41194;2026-10-20\|2.26\|-0.44\|2.27\|2.31\|2.25\|43917;2026-10-21\|2.31\|2.21\|2.27\|2.36\|2.27\|41573;2026-10-22\|2.25\|-2.60\|2.31\|2.31\|2.25\|31816;2026-10-23\|2.27\|0.89\|2.24\|2.27\|2.17\|49638;2026-10-26\|2.27\|0.00\|2.25\|2.29\|2.25\|20252;2026-10-27\|2.26\|-0.44\|2.26\|2.32\|2.24\|35378;2026-10-28\|2.26\|0.00\|2.25\|2.28\|2.24\|23159;2026-10-29\|2.17\|-3.98\|2.25\|2.26\|2.17\|32824;2026-10-30\|2.23\|2.77\|2.29\|2.33\|2.22\|65581;2026-11-02\|2.30\|3.14\|2.26\|2.31\|2.21\|39981;2026-11-03\|2.34\|1.74\|2.34\|2.38\|2.28\|47097;2026-11-04\|2.30\|-1.71\|2.32\|2.32\|2.27\|40319;2026-11-05\|2.29\|-0.43\|2.29\|2.29\|2.24\|72408;2026-11-06\|2.23\|-2.62\|2.24\|2.26\|2.21\|76576
126607		涨停揭秘：法院裁定受理子公司恒力国贸重整，叠加ST板块整体回暖，困境反转逻辑获资金响应；涨停缘由：恒力国贸重整程序启动，有望剥离低效资产、引入战投并改善现金流；母公司债务化解节奏加快，市场预期重整方案将逐步明朗；资金逻辑：融资余额连续三日回升，深股通持仓小幅加仓，显示部分资金提前博弈重整进展，成交额放大伴随换手率跃升至15%以上；风险提示：重整存在重大不确定性，子公司资产负债率超90%，清偿率偏低，短期难有实质业绩改善	公司实控人及多名董事高管拟增持公司股份	2026-06-29\|2.55\|-1.92\|2.60\|2.62\|2.50\|57136;2026-06-30\|2.53\|-0.78\|2.55\|2.59\|2.51\|42817;2026-07-01\|2.62\|3.56\|2.55\|2.65\|2.53\|70701;2026-07-02\|2.75\|4.96\|2.66\|2.75\|2.63\|66798;2026-07-03\|2.89\|5.09\|2.86\|2.89\|2.78\|130168;2026-07-06\|2.86\|-1.04\|2.98\|3.03\|2.82\|124038;2026-07-07\|2.72\|-4.90\|2.87\|2.88\|2.70\|73720;2026-07-08\|2.79\|2.57\|2.71\|2.84\|2.67\|51236;2026-07-09\|2.74\|-1.79\|2.79\|2.84\|2.73\|46408;2026-07-10\|2.71\|-1.09\|2.74\|2.75\|2.69\|56761;2026-07-13\|2.68\|-1.11\|2.68\|2.78\|2.67\|60338;2026-07-14\|2.68\|0.00\|2.60\|2.70\|2.60\|40240;2026-07-15\|2.54\|-5.22\|2.60\|2.64\|2.49\|110636;2026-07-16\|2.30\|-9.45\|2.54\|2.54\|2.29\|175430;2026-07-17\|2.21\|-3.91\|2.27\|2.36\|2.20\|100597;2026-07-20\|2.19\|-0.91\|2.29\|2.33\|2.15\|99222;2026-07-21\|2.25\|2.74\|2.20\|2.27\|2.15\|79807;2026-07-22\|2.20\|-2.22\|2.25\|2.26\|2.15\|51940;2026-07-23\|2.23\|1.36\|2.20\|2.23\|2.15\|41039;2026-07-24\|2.21\|-0.90\|2.23\|2.29\|2.21\|54496;2026-07-27\|2.43\|9.95\|2.32\|2.43\|2.30\|89208;2026-07-28\|2.41\|-0.82\|2.48\|2.54\|2.40\|107194;2026-07-29\|2.39\|-0.83\|2.41\|2.44\|2.36\|65914;2026-07-30\|2.30\|-3.77\|2.41\|2.42\|2.29\|63137;2026-07-31\|2.33\|1.30\|2.30\|2.35\|2.28\|60860;2026-08-03\|2.37\|1.72\|2.32\|2.38\|2.31\|55512;2026-08-04\|2.37\|0.00\|2.29\|2.41\|2.29\|52871;2026-08-05\|2.40\|1.27\|2.37\|2.40\|2.35\|65571;2026-08-06\|2.47\|2.92\|2.41\|2.49\|2.38\|73944;2026-08-07\|2.42\|-2.02\|2.45\|2.46\|2.39\|54666;2026-08-10\|2.41\|-0.41\|2.41\|2.44\|2.40\|37282;2026-08-11\|2.44\|1.24\|2.41\|2.47\|2.39\|44251;2026-08-12\|2.52\|3.28\|2.42\|2.57\|2.42\|59093;2026-08-13\|2.46\|-2.38\|2.53\|2.59\|2.45\|68747;2026-08-14\|2.43\|-1.22\|2.46\|2.47\|2.42\|34028;2026-08-17\|2.67\|9.88\|2.67\|2.67\|2.67\|16712;2026-08-18\|2.94\|10.11\|2.94\|2.94\|2.94\|13198;2026-08-19\|3.05\|3.74\|3.20\|3.20\|2.94\|503491;2026-08-20\|3.23\|5.90\|2.97\|3.36\|2.97\|408668;2026-08-21\|3.31\|2.48\|3.20\|3.34\|3.11\|290528;2026-08-24\|3.27\|-1.21\|3.28\|3.44\|3.20\|214113;2026-08-26\|3.41\|4.28\|3.30\|3.60\|3.28\|523223;2026-08-27\|3.22\|-5.57\|3.35\|3.40\|3.16\|377647;2026-08-28\|3.16\|-1.86\|3.16\|3.28\|3.16\|194365;2026-08-31\|3.18\|0.63\|3.10\|3.23\|3.09\|192516;2026-09-01\|3.22\|1.26\|3.21\|3.25\|3.15\|149520;2026-09-02\|3.16\|-1.86\|3.22\|3.25\|3.15\|119754;2026-09-03\|3.18\|0.63\|3.17\|3.23\|3.16\|113219;2026-09-04\|3.14\|-1.26\|3.19\|3.23\|3.12\|143598;2026-09-07\|3.14\|0.00\|3.12\|3.17\|3.11\|109035;2026-09-08\|3.34\|6.37\|3.16\|3.34\|3.14\|274345;2026-09-09\|3.25\|-2.69\|3.32\|3.35\|3.23\|212937;2026-09-10\|3.33\|2.46\|3.27\|3.39\|3.17\|199982;2026-09-11\|3.21\|-3.60\|3.30\|3.30\|3.14\|193022;2026-09-14\|3.27\|1.87\|3.18\|3.29\|3.18\|133487;2026-09-15\|3.25\|-0.61\|3.27\|3.33\|3.22\|133729;2026-09-16\|3.32\|2.15\|3.25\|3.36\|3.19\|163742;2026-09-17\|3.40\|2.41\|3.36\|3.45\|3.29\|241274;2026-09-18\|3.24\|-4.71\|3.39\|3.40\|3.18\|244543;2026-09-21\|3.35\|3.40\|3.29\|3.49\|3.26\|246505;2026-09-22\|3.28\|-2.09\|3.34\|3.46\|3.28\|222256;2026-09-23\|3.18\|-3.05\|3.28\|3.28\|3.18\|145026;2026-09-24\|3.21\|0.94\|3.22\|3.24\|3.16\|80233;2026-09-28\|3.37\|4.98\|3.21\|3.42\|3.17\|303431;2026-09-29\|3.25\|-3.56\|3.40\|3.40\|3.23\|194023;2026-09-30\|3.35\|3.08\|3.32\|3.38\|3.24\|187349;2026-10-08\|3.30\|-1.49\|3.34\|3.39\|3.27\|134480;2026-10-09\|3.38\|2.42\|3.30\|3.38\|3.20\|157842;2026-10-12\|3.22\|-4.73\|3.31\|3.37\|3.21\|163332;2026-10-13\|3.28\|1.86\|3.20\|3.28\|3.13\|128310;2026-10-14\|3.26\|-0.61\|3.30\|3.34\|3.23\|107706;2026-10-15\|3.15\|-3.37\|3.21\|3.21\|3.13\|135937;2026-10-16\|3.13\|-0.63\|3.17\|3.18\|3.07\|113085;2026-10-19\|3.11\|-0.64\|3.08\|3.21\|3.06\|108234;2026-10-20\|3.03\|-2.57\|3.12\|3.13\|2.99\|127175;2026-10-21\|3.01\|-0.66\|3.08\|3.08\|2.97\|118276;2026-10-22\|2.88\|-4.32\|3.02\|3.04\|2.88\|106623;2026-10-23\|2.87\|-0.35\|2.86\|2.88\|2.72\|198024;2026-10-26\|2.89\|0.70\|2.85\|2.91\|2.83\|78678;2026-10-27\|2.78\|-3.81\|2.91\|2.97\|2.77\|113226;2026-10-28\|2.81\|1.08\|2.79\|2.83\|2.77\|99620;2026-10-29\|2.74\|-2.49\|2.81\|2.83\|2.72\|122820;2026-10-30\|2.72\|-0.73\|2.72\|2.87\|2.65\|166650;2026-11-02\|2.76\|1.47\|2.71\|2.78\|2.65\|89508;2026-11-03\|2.71\|-1.81\|2.75\|2.81\|2.68\|95504;2026-11-04\|2.74\|1.11\|2.71\|2.78\|2.66\|107349;2026-11-05\|2.79\|1.82\|2.74\|2.81\|2.72\|139583;2026-11-06\|2.80\|0.36\|2.76\|2.84\|2.70\|148393
126606			公司专注于天然铀和放射性共伴生矿产资源综合利用业务	2026-06-29\|67.39\|0.28\|66.94\|67.54\|65.69\|74714;2026-06-30\|66.70\|-1.02\|66.94\|67.32\|65.48\|75990;2026-07-01\|66.80\|0.15\|66.13\|67.84\|65.67\|74250;2026-07-02\|65.70\|-1.65\|66.28\|67.91\|65.40\|87271;2026-07-03\|66.31\|0.93\|66.06\|67.45\|66.06\|67276;2026-07-06\|66.20\|0.23\|66.06\|69.52\|65.51\|103237;2026-07-07\|62.94\|-4.92\|65.50\|65.50\|62.90\|98591;2026-07-08\|60.92\|-3.21\|62.51\|62.94\|60.88\|70293;2026-07-09\|60.79\|-0.21\|60.92\|61.56\|59.33\|70672;2026-07-10\|62.06\|2.09\|60.70\|63.33\|59.91\|88184;2026-07-13\|59.36\|-4.35\|61.27\|61.60\|59.06\|62043;2026-07-14\|61.05\|2.85\|59.10\|61.12\|58.58\|65453;2026-07-15\|60.37\|-1.11\|61.08\|61.35\|60.06\|44491;2026-07-16\|59.94\|-0.71\|60.00\|60.46\|59.73\|44322;2026-07-17\|56.66\|-5.47\|59.49\|59.74\|56.61\|82940;2026-07-20\|56.64\|-0.04\|56.72\|57.97\|55.51\|67500;2026-07-21\|57.96\|2.33\|57.11\|58.00\|55.88\|70006;2026-07-22\|62.08\|7.11\|57.83\|63.00\|57.40\|157685;2026-07-23\|63.94\|3.00\|62.13\|64.99\|61.20\|122485;2026-07-24\|61.18\|-4.32\|63.09\|63.50\|61.18\|76376;2026-07-27\|61.18\|0.00\|61.29\|61.57\|60.45\|51245;2026-07-28\|59.85\|-2.17\|60.18\|60.73\|59.70\|46621;2026-07-29\|60.60\|1.25\|59.38\|61.40\|59.30\|59092;2026-07-30\|59.73\|-1.44\|60.50\|60.92\|59.00\|48851;2026-07-31\|62.42\|4.50\|61.01\|63.26\|61.01\|85875;2026-08-03\|63.70\|2.05\|64.40\|65.01\|63.39\|108570;2026-08-04\|64.13\|0.68\|63.71\|65.33\|63.71\|92706;2026-08-05\|65.48\|2.11\|64.01\|65.58\|64.01\|92195;2026-08-06\|64.77\|-1.08\|65.67\|66.98\|64.30\|99631;2026-08-07\|65.38\|0.94\|64.76\|66.70\|64.66\|90716;2026-08-10\|67.06\|2.57\|65.87\|69.44\|65.00\|113103;2026-08-11\|64.40\|-3.97\|66.98\|67.77\|64.40\|90955;2026-08-12\|64.95\|0.85\|64.84\|65.59\|64.08\|53212;2026-08-13\|63.29\|-2.56\|65.00\|65.17\|63.27\|50693;2026-08-14\|64.07\|1.23\|63.03\|64.12\|63.01\|40776;2026-08-17\|67.30\|5.04\|63.91\|67.83\|63.18\|100678;2026-08-18\|68.60\|1.93\|66.64\|68.80\|65.88\|115426;2026-08-19\|67.85\|-1.09\|67.25\|68.24\|66.50\|93318;2026-08-20\|67.55\|-0.44\|68.85\|69.50\|67.00\|99200;2026-08-21\|67.03\|-0.77\|66.53\|67.53\|66.05\|47694;2026-08-24\|69.60\|3.83\|71.15\|71.93\|68.73\|156858;2026-08-25\|68.87\|-1.05\|69.60\|69.61\|67.08\|90050;2026-08-26\|69.27\|0.58\|70.01\|70.94\|69.00\|81397;2026-08-27\|70.48\|1.75\|68.38\|70.77\|68.38\|78550;2026-08-28\|68.53\|-2.77\|70.14\|70.30\|68.40\|75266;2026-08-31\|68.71\|0.26\|67.11\|68.98\|66.40\|61058;2026-09-01\|68.06\|-0.95\|68.30\|68.85\|67.72\|36261;2026-09-02\|66.31\|-2.57\|67.18\|68.00\|65.58\|48929;2026-09-03\|66.05\|-0.39\|66.94\|66.95\|65.80\|31880;2026-09-04\|65.91\|-0.21\|66.66\|66.99\|65.47\|34437;2026-09-07\|66.10\|0.29\|65.52\|66.24\|64.58\|48614;2026-09-08\|65.70\|-0.61\|66.09\|66.56\|65.50\|41882;2026-09-09\|69.60\|5.94\|66.00\|70.77\|65.08\|135287;2026-09-10\|67.47\|-3.06\|69.01\|69.11\|67.20\|63991;2026-09-11\|64.25\|-4.77\|65.88\|66.16\|63.00\|79762;2026-09-14\|63.75\|-0.78\|63.65\|64.32\|63.00\|27177;2026-09-15\|62.19\|-2.45\|63.20\|63.90\|61.94\|41480;2026-09-16\|63.35\|1.87\|62.05\|63.40\|61.78\|34760;2026-09-17\|62.33\|-1.61\|62.70\|63.39\|62.15\|26811;2026-09-18\|63.80\|2.36\|63.15\|63.80\|62.80\|37457;2026-09-21\|63.95\|0.24\|63.60\|64.11\|63.48\|36798;2026-09-22\|63.11\|-1.31\|64.34\|64.34\|63.03\|36715;2026-09-23\|62.92\|-0.30\|63.20\|63.34\|62.81\|16708;2026-09-24\|61.36\|-2.48\|62.57\|62.57\|61.20\|37204;2026-09-28\|60.26\|-1.79\|61.61\|61.61\|59.98\|23235;2026-09-29\|60.21\|-0.08\|60.20\|60.57\|59.72\|18712;2026-09-30\|60.22\|0.02\|60.40\|60.62\|60.00\|15843;2026-10-08\|60.42\|0.33\|60.24\|61.15\|60.23\|22224;2026-10-09\|60.96\|0.89\|60.09\|61.16\|59.40\|31624;2026-10-12\|59.66\|-2.13\|61.43\|61.43\|59.64\|24858;2026-10-13\|59.78\|0.20\|58.90\|60.17\|58.01\|23179;2026-10-14\|57.80\|-3.31\|59.76\|59.77\|57.61\|24896;2026-10-15\|55.41\|-4.13\|56.44\|56.97\|55.41\|39265;2026-10-16\|57.13\|3.10\|56.05\|57.89\|55.85\|39683;2026-10-19\|56.97\|-0.28\|56.50\|57.22\|56.39\|19296;2026-10-20\|57.28\|0.54\|56.61\|57.40\|56.00\|24421;2026-10-21\|57.67\|0.68\|57.46\|58.00\|57.20\|21673;2026-10-22\|56.49\|-2.05\|57.56\|57.58\|56.10\|25019;2026-10-23\|57.40\|1.61\|55.50\|57.50\|55.50\|34932;2026-10-26\|56.78\|-1.08\|57.12\|57.70\|55.62\|32265;2026-10-27\|57.19\|0.72\|56.87\|58.05\|56.78\|39819;2026-10-28\|58.03\|1.47\|58.01\|58.40\|57.50\|30866;2026-10-29\|57.10\|-1.60\|57.00\|57.64\|56.78\|25894;2026-10-30\|57.79\|1.21\|56.70\|58.90\|56.25\|65586;2026-11-02\|56.59\|-2.08\|57.37\|57.86\|55.50\|65501;2026-11-03\|56.93\|0.60\|56.50\|58.08\|55.82\|53315;2026-11-04\|59.39\|4.32\|56.86\|59.44\|56.78\|73770;2026-11-05\|59.16\|-0.39\|58.80\|60.29\|58.58\|71190;2026-11-06\|58.05\|-1.88\|57.06\|58.71\|57.03\|39280
126605	SK海力士将投资384亿美元建设晶圆厂	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	2026-06-29\|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;2026-09-14\|1040.00\|0.00\|1020.00\|1048.98\|998.88\|83309;2026-09-15\|1075.79\|3.44\|1045.00\|1109.99\|1040.02\|107299;2026-09-16\|1136.01\|5.60\|1088.00\|1148.88\|1076.20\|133049;2026-09-17\|1105.99\|-2.64\|1130.00\|1137.00\|1103.52\|87104;2026-09-18\|1113.14\|0.65\|1123.01\|1154.79\|1103.59\|119646;2026-09-21\|1112.77\|-0.03\|1123.94\|1137.50\|1101.00\|75413;2026-09-22\|1121.00\|0.74\|1131.00\|1145.00\|1113.77\|86043;2026-09-23\|1103.08\|-1.60\|1121.00\|1126.00\|1100.56\|53642;2026-09-24\|1091.48\|-1.05\|1098.00\|1126.00\|1091.00\|65295;2026-09-28\|1020.00\|-6.55\|1075.00\|1080.00\|1020.00\|85333;2026-09-29\|1046.00\|2.55\|1023.81\|1053.20\|1013.00\|70754;2026-09-30\|1009.01\|-3.54\|1044.04\|1052.00\|998.80\|85888;2026-10-08\|981.00\|-2.78\|1000.00\|1028.33\|973.00\|91953;2026-10-09\|985.99\|0.51\|979.10\|998.50\|916.20\|113680;2026-10-12\|971.88\|-1.43\|976.00\|1016.66\|963.00\|83969;2026-10-13\|976.49\|0.47\|955.00\|998.80\|940.05\|85756;2026-10-14\|929.00\|-4.86\|971.03\|979.00\|924.00\|73781;2026-10-15\|897.17\|-3.43\|887.90\|908.00\|878.90\|105487;2026-10-16\|915.00\|1.99\|914.21\|926.98\|895.68\|74399;2026-10-19\|928.51\|1.48\|900.00\|948.00\|896.14\|89602;2026-10-20\|921.00\|-0.81\|915.93\|944.61\|885.00\|91736;2026-10-21\|916.42\|-0.50\|935.10\|944.04\|907.00\|63385;2026-10-22\|883.94\|-3.54\|925.00\|925.00\|882.00\|88814;2026-10-23\|932.20\|5.46\|870.00\|942.00\|833.93\|142638;2026-10-26\|968.00\|3.84\|930.00\|985.00\|908.10\|141950;2026-10-27\|912.98\|-5.68\|967.79\|967.79\|911.51\|81873;2026-10-28\|958.00\|4.93\|945.00\|966.60\|930.45\|94682;2026-10-29\|913.00\|-4.70\|944.17\|952.60\|901.68\|87564;2026-10-30\|880.00\|-3.61\|882.70\|920.00\|861.89\|91982;2026-11-02\|861.00\|-2.16\|907.61\|907.61\|836.00\|121923;2026-11-03\|767.93\|-10.81\|850.00\|850.00\|750.01\|182740;2026-11-04\|847.66\|10.38\|767.93\|850.00\|760.00\|153880;2026-11-05\|845.00\|-0.31\|815.52\|881.88\|812.52\|128253;2026-11-06\|802.90\|-4.98\|795.00\|830.00\|776.36\|111359
126604		一季报预增+储能逆变器+海外需求行业原因： 1、工信部等四部门9日联合召开动力及储能电池企业座谈会，部署治理“内卷式”竞争，市场预期供给格局优化、盈利修复。 2、东吴证券研报认为，户储及大储全球共振，AI用电催化需求高增。预计2026年储能新增装机265GWh，同比增长63%。公司原因： 1、据2026年4月9日盘后披露，公司预计2026年一季度归母净利11–12亿元，同比增55.91%–70.08%，主因欧洲、中东、东南亚户用及工商业储能需求快速提升，储能逆变器、储能电池包销售收入大幅增长。 2、据2025年年度报告，公司已形成储能逆变器、组串式逆变器、微型逆变器全矩阵，2025年外销占比79.74%，产品销往110多个国家和地区，品牌全球认知度持续提升。 3、据2025年半年度报告，公司上半年销售逆变器76.38万台，其中工商储4.29万台，欧洲、亚非拉工商储需求快速起量，渠道与研发优势显著。	全球户储逆变器市占率第二；公司已形成储能、微型并网及组串式并网逆变器三大类产品并驾齐驱的产品矩阵	2026-06-29\|104.27\|8.06\|97.76\|104.86\|97.64\|296838;2026-06-30\|106.18\|1.83\|105.00\|107.12\|101.79\|205514;2026-07-01\|101.50\|-4.41\|104.50\|104.56\|97.00\|246572;2026-07-02\|94.66\|-6.74\|99.47\|100.96\|94.50\|180347;2026-07-03\|96.44\|1.88\|94.57\|97.97\|93.78\|138945;2026-07-06\|96.12\|-0.33\|96.00\|99.22\|95.61\|135964;2026-07-07\|96.49\|0.38\|96.10\|98.15\|95.20\|104225;2026-07-08\|89.57\|-7.17\|96.15\|96.48\|89.24\|204223;2026-07-09\|86.19\|-3.77\|91.00\|91.00\|83.16\|358092;2026-07-10\|84.00\|-2.54\|85.98\|88.30\|83.84\|197838;2026-07-13\|84.18\|0.21\|84.50\|87.85\|83.00\|218557;2026-07-14\|85.70\|1.81\|84.19\|85.70\|83.04\|143282;2026-07-15\|85.40\|-0.35\|86.30\|89.19\|84.95\|154989;2026-07-16\|82.62\|-3.26\|84.90\|87.50\|82.16\|130506;2026-07-17\|80.15\|-2.99\|82.00\|83.27\|79.47\|125706;2026-07-20\|79.40\|-0.94\|80.15\|81.87\|77.80\|167137;2026-07-21\|81.27\|2.36\|79.01\|81.65\|77.48\|144380;2026-07-22\|80.46\|-1.00\|81.30\|83.13\|80.02\|123043;2026-07-23\|88.51\|10.01\|80.50\|88.51\|80.50\|243893;2026-07-24\|88.45\|-0.07\|89.55\|92.21\|88.28\|267872;2026-07-27\|88.22\|-0.26\|89.32\|89.55\|86.66\|127606;2026-07-28\|83.20\|-5.69\|87.08\|87.71\|82.40\|141065;2026-07-29\|85.13\|2.32\|82.59\|86.25\|80.88\|145937;2026-07-30\|83.23\|-2.23\|84.49\|86.27\|82.40\|100353;2026-07-31\|81.81\|-1.71\|84.05\|85.46\|81.41\|126821;2026-08-03\|80.94\|-1.06\|81.59\|82.58\|79.10\|128385;2026-08-04\|82.48\|1.90\|82.00\|82.97\|81.00\|98384;2026-08-05\|83.76\|1.55\|81.60\|84.20\|80.85\|146085;2026-08-06\|83.50\|-0.31\|82.82\|83.74\|81.22\|134086;2026-08-07\|84.82\|1.58\|82.68\|85.83\|82.67\|182698;2026-08-10\|85.76\|1.11\|84.99\|86.44\|83.77\|159520;2026-08-11\|91.40\|6.58\|85.18\|92.30\|84.80\|260061;2026-08-12\|94.09\|2.94\|89.98\|97.53\|89.86\|257659;2026-08-13\|90.71\|-3.59\|93.91\|94.20\|90.58\|184822;2026-08-14\|90.31\|-0.44\|90.56\|91.67\|89.36\|90774;2026-08-17\|95.59\|5.85\|90.03\|95.77\|90.03\|195230;2026-08-18\|98.42\|2.96\|96.00\|98.88\|95.00\|184732;2026-08-19\|94.87\|-3.61\|96.00\|97.92\|94.55\|140537;2026-08-20\|93.73\|-1.20\|95.44\|96.16\|93.00\|97832;2026-08-21\|96.20\|2.64\|93.56\|97.50\|93.01\|129632;2026-08-24\|94.31\|-1.96\|96.28\|97.38\|93.10\|93038;2026-08-25\|95.01\|0.74\|92.88\|96.50\|91.66\|101729;2026-08-26\|96.50\|1.57\|95.01\|98.32\|94.10\|109236;2026-08-27\|96.78\|0.29\|97.46\|97.73\|91.19\|172843;2026-08-28\|92.30\|-4.63\|95.00\|95.50\|92.10\|144098;2026-08-31\|88.04\|-4.62\|90.46\|90.47\|84.01\|246972;2026-09-01\|85.36\|-3.04\|87.92\|87.92\|85.10\|155229;2026-09-02\|85.50\|0.16\|85.69\|87.25\|85.10\|152162;2026-09-03\|86.25\|0.88\|86.20\|87.47\|85.44\|71386;2026-09-04\|86.42\|0.20\|86.70\|87.88\|86.03\|83452;2026-09-07\|85.19\|-1.42\|86.43\|86.70\|84.80\|84678;2026-09-08\|81.33\|-4.53\|84.85\|84.98\|80.84\|228874;2026-09-09\|82.20\|1.07\|81.33\|82.50\|81.00\|90626;2026-09-10\|83.11\|1.11\|82.00\|85.15\|81.40\|117497;2026-09-11\|85.50\|2.88\|82.86\|85.88\|82.50\|138571;2026-09-14\|85.80\|0.35\|87.50\|87.80\|85.00\|105255;2026-09-15\|85.11\|-0.80\|85.45\|86.15\|84.43\|61150;2026-09-16\|85.12\|0.01\|85.10\|87.16\|84.88\|78594;2026-09-17\|82.90\|-2.61\|84.50\|85.87\|82.86\|84383;2026-09-18\|84.63\|2.09\|83.88\|84.63\|82.95\|86627;2026-09-21\|81.97\|-3.14\|84.63\|84.99\|81.60\|111039;2026-09-22\|82.38\|0.50\|82.00\|83.08\|81.79\|73449;2026-09-23\|78.01\|-5.30\|82.35\|82.39\|76.25\|241910;2026-09-24\|76.47\|-1.97\|78.31\|78.78\|75.95\|166491;2026-09-28\|77.77\|1.70\|76.11\|79.18\|76.02\|163848;2026-09-29\|77.85\|0.10\|77.84\|78.74\|76.84\|100062;2026-09-30\|78.16\|0.40\|77.92\|78.50\|77.17\|61863;2026-10-08\|76.96\|-1.54\|78.59\|78.99\|76.23\|83298;2026-10-09\|75.68\|-1.66\|76.40\|76.97\|74.40\|102896;2026-10-12\|79.96\|5.66\|76.10\|82.86\|76.09\|213433;2026-10-13\|77.88\|-2.60\|78.30\|78.77\|75.81\|133095;2026-10-14\|73.08\|-4.20\|76.00\|76.49\|73.05\|87203;2026-10-15\|71.48\|-2.19\|71.00\|71.68\|70.21\|114788;2026-10-16\|71.54\|0.08\|72.50\|73.88\|70.83\|87812;2026-10-19\|71.35\|-0.27\|71.71\|72.08\|70.94\|73652;2026-10-20\|70.20\|-1.61\|71.00\|71.50\|69.51\|80946;2026-10-21\|67.45\|-3.92\|70.38\|70.68\|67.05\|159018;2026-10-22\|67.96\|0.76\|67.45\|68.60\|67.13\|116680;2026-10-23\|70.11\|3.16\|67.29\|70.37\|66.80\|121633;2026-10-26\|69.69\|-0.60\|69.80\|70.20\|68.85\|83513;2026-10-27\|68.02\|-2.40\|70.02\|70.68\|68.00\|74960;2026-10-28\|68.82\|1.18\|68.68\|69.49\|68.32\|75831;2026-10-29\|68.35\|-0.68\|68.92\|69.37\|68.30\|78738;2026-10-30\|67.59\|-1.11\|68.20\|68.34\|65.82\|104049;2026-11-02\|72.49\|7.25\|67.98\|72.86\|67.20\|226052;2026-11-03\|74.70\|3.05\|72.42\|77.10\|72.00\|224690;2026-11-04\|78.31\|4.83\|75.35\|78.60\|74.25\|204330;2026-11-05\|81.96\|4.66\|79.75\|84.94\|79.51\|266917;2026-11-06\|79.89\|-2.53\|79.95\|84.88\|79.50\|219343
126603	SK海力士将投资384亿美元建设晶圆厂	CXL运力芯片+存储芯片+AI算力行业原因： 1、美光、闪迪等美股上周五大涨逾15%，SK海力士周一早盘涨超10%。 2、据证券时报5月11日报道，全球存储芯片短缺创15年之最，DRAM、NAND二季度合约价预计再涨58%—75%，供需缺口延续至2027年。公司原因： 1、据2026年4月28日一季报，公司2026Q1营收14.61亿元、归母净利8.47亿元，分别同比增19.5%、61.3%，互连类芯片毛利率升至71.5%。 2、据2026年4月30日互动易，AI推理及Agent应用带动CPU配置比例提升，公司DDR5 RCD、MRCD/MDB、PCIe Retimer、CXL MXC等运力芯片需求同步放大。 3、据2025年度报告，公司互连类芯片收入51.39亿元，同比增53.4%，全球内存接口芯片市占率第一，PCIe Retimer市占率第二。	公司主要产品包括内存接口芯片（RCD/DB、MRCD/MDB）、内存模组配套芯片、PCIe Retimer、CKD芯片、MXC芯片、时钟发生器、津逮CPU等	2026-06-29\|296.06\|13.08\|262.00\|296.66\|262.00\|1067263;2026-06-30\|309.90\|4.67\|296.66\|313.13\|290.01\|899118;2026-07-01\|315.89\|1.93\|312.21\|332.90\|300.00\|886648;2026-07-02\|269.15\|-14.80\|294.98\|298.56\|268.78\|899764;2026-07-03\|266.80\|-0.87\|262.15\|280.79\|255.76\|723750;2026-07-06\|268.68\|0.70\|277.00\|277.77\|252.85\|633465;2026-07-07\|253.20\|-5.76\|259.70\|265.78\|248.25\|607205;2026-07-08\|247.15\|-2.39\|256.00\|260.12\|240.01\|511464;2026-07-09\|285.80\|15.64\|254.10\|285.80\|253.01\|821932;2026-07-10\|268.06\|-6.21\|291.51\|297.96\|267.99\|830993;2026-07-13\|252.79\|-5.70\|263.00\|273.99\|250.55\|568035;2026-07-14\|270.00\|6.81\|252.79\|270.00\|248.30\|636142;2026-07-15\|252.68\|-6.41\|273.09\|275.00\|252.68\|535091;2026-07-16\|211.13\|-16.44\|233.03\|241.38\|204.12\|1160080;2026-07-17\|183.60\|-13.04\|205.01\|207.88\|182.36\|976888;2026-07-20\|189.94\|3.45\|195.00\|198.00\|180.25\|771424;2026-07-21\|219.60\|15.62\|197.77\|220.60\|181.00\|929386;2026-07-22\|223.00\|1.55\|218.00\|239.00\|215.00\|902888;2026-07-23\|225.50\|1.12\|228.45\|230.98\|220.30\|490020;2026-07-24\|233.66\|3.62\|224.00\|237.40\|223.00\|594506;2026-07-27\|227.45\|-2.66\|234.00\|234.00\|214.01\|583685;2026-07-28\|206.04\|-9.41\|215.00\|221.96\|203.99\|622041;2026-07-29\|207.50\|0.90\|207.00\|211.30\|191.80\|636235;2026-07-30\|196.78\|-5.17\|205.00\|210.77\|194.53\|587501;2026-07-31\|204.90\|4.13\|222.02\|223.00\|204.60\|656709;2026-08-03\|189.94\|-7.30\|201.00\|203.58\|189.78\|472523;2026-08-04\|203.25\|7.01\|194.00\|204.98\|191.00\|493548;2026-08-05\|212.00\|4.30\|200.50\|216.10\|200.42\|579075;2026-08-06\|208.36\|-1.72\|203.80\|213.30\|202.00\|481978;2026-08-07\|215.52\|3.44\|207.05\|217.47\|205.00\|520728;2026-08-10\|206.92\|-3.99\|215.52\|217.00\|203.60\|438768;2026-08-11\|206.70\|-0.11\|203.55\|214.40\|202.85\|361666;2026-08-12\|215.43\|4.22\|209.10\|217.22\|207.58\|442238;2026-08-13\|210.22\|-2.42\|221.80\|225.30\|210.12\|477775;2026-08-14\|211.91\|0.80\|215.00\|216.68\|209.88\|313525;2026-08-17\|224.37\|5.88\|213.00\|224.37\|210.33\|516517;2026-08-18\|218.00\|-2.84\|225.15\|226.45\|216.39\|443924;2026-08-19\|200.00\|-8.26\|208.01\|210.81\|198.00\|510638;2026-08-20\|199.11\|-0.45\|203.08\|203.75\|196.80\|268056;2026-08-21\|200.55\|0.72\|200.22\|204.18\|199.11\|211590;2026-08-24\|191.83\|-4.35\|200.57\|200.59\|188.06\|333640;2026-08-25\|194.42\|1.35\|189.48\|196.16\|186.50\|237094;2026-08-26\|201.00\|3.38\|197.00\|202.03\|191.15\|302468;2026-08-27\|221.22\|10.06\|205.00\|221.96\|202.79\|672688;2026-08-28\|213.00\|-3.72\|217.01\|221.49\|213.00\|389727;2026-08-31\|204.95\|-3.78\|204.30\|207.00\|198.50\|448262;2026-09-01\|198.35\|-3.22\|204.00\|204.36\|196.69\|261120;2026-09-02\|193.10\|-2.65\|194.39\|196.34\|190.18\|249397;2026-09-03\|190.01\|-1.60\|195.99\|196.33\|188.94\|246630;2026-09-04\|187.70\|-1.22\|193.00\|195.98\|185.80\|316858;2026-09-07\|197.82\|5.39\|194.88\|198.60\|192.71\|381599;2026-09-08\|195.65\|-1.10\|197.82\|201.29\|193.51\|273087;2026-09-09\|195.30\|-0.18\|199.90\|199.96\|194.00\|188018;2026-09-10\|195.33\|0.02\|194.33\|199.00\|192.66\|186335;2026-09-11\|191.96\|-1.73\|190.01\|192.78\|187.30\|277980;2026-09-14\|184.65\|-3.81\|186.98\|188.33\|184.00\|222463;2026-09-15\|187.83\|1.72\|183.21\|191.60\|183.21\|243118;2026-09-16\|199.89\|6.42\|188.30\|200.46\|187.38\|350643;2026-09-17\|194.33\|-2.78\|197.94\|201.00\|193.30\|269593;2026-09-18\|202.53\|4.22\|199.97\|205.50\|198.00\|399859;2026-09-21\|210.10\|3.74\|210.00\|212.88\|206.85\|380398;2026-09-22\|221.83\|5.58\|230.00\|233.19\|220.69\|747511;2026-09-23\|223.37\|0.69\|225.50\|230.00\|223.00\|353641;2026-09-24\|214.50\|-3.97\|222.06\|222.06\|214.36\|259740;2026-09-28\|208.60\|-2.75\|212.50\|213.94\|205.00\|335043;2026-09-29\|212.60\|1.92\|205.00\|215.50\|204.70\|286822;2026-09-30\|202.31\|-4.84\|212.99\|214.50\|201.30\|265245;2026-10-08\|197.01\|-2.62\|203.00\|208.14\|195.11\|335767;2026-10-09\|197.60\|0.30\|191.99\|199.30\|188.57\|349920;2026-10-12\|191.84\|-2.92\|194.00\|199.30\|191.51\|219179;2026-10-13\|184.80\|-3.67\|182.80\|187.97\|177.60\|352120;2026-10-14\|173.80\|-5.95\|183.27\|184.00\|173.79\|287581;2026-10-15\|163.00\|-6.21\|157.65\|164.66\|157.65\|502003;2026-10-16\|169.20\|3.80\|166.26\|173.38\|165.66\|358868;2026-10-19\|165.25\|-2.33\|169.01\|170.49\|164.60\|241678;2026-10-20\|169.27\|2.43\|165.26\|171.11\|164.02\|245973;2026-10-21\|178.34\|5.36\|174.42\|181.19\|173.80\|318949;2026-10-22\|175.33\|-1.69\|177.00\|180.13\|174.74\|324297;2026-10-23\|180.00\|2.78\|172.88\|181.88\|166.91\|445053;2026-10-26\|167.48\|-6.96\|179.09\|179.09\|165.88\|365735;2026-10-27\|164.50\|-1.78\|171.52\|172.56\|164.10\|219963;2026-10-28\|174.70\|6.20\|172.72\|177.20\|168.06\|329501;2026-10-29\|166.79\|-4.53\|175.00\|175.00\|164.39\|303440;2026-10-30\|158.30\|-5.09\|161.90\|167.27\|157.72\|337590;2026-11-02\|164.58\|3.97\|163.38\|166.60\|159.33\|335502;2026-11-03\|150.01\|-8.85\|162.00\|162.00\|148.61\|468541;2026-11-04\|167.82\|11.87\|150.67\|169.96\|148.55\|461997;2026-11-05\|163.80\|-2.40\|160.80\|169.80\|158.44\|434029;2026-11-06\|150.10\|-8.36\|147.38\|152.69\|143.10\|443289
126602	上期所欧线集运主力合约大涨10%	VLCC运力扩张+一季报增长行业原因： 6月24日，布伦特原油期货跌至75.93美元/桶，为三月初以来的最低位。据央视财经消息，伊朗常驻联合国日内瓦办事处代表阿里·巴赫雷尼23日表示，霍尔木兹海峡现已开放，为期60天，其间不会收取任何费用。公司原因： 1、据2026年4月28日公告，公司油运业务实施灵活航线调整、运力动态调配，确保运输顺畅；据2025年年报，公司为全球船型最齐全的油轮船东，油轮运力规模世界第一。 2、据2026年5月20日公告，董事会批准公司期租租入4艘VLCC，租期内租金约27亿元；据2026年5月27日公告，公司向海南海能增资10.18亿元用于支付投资建造6艘VLCC和3艘阿芙拉型原油轮的节点款。 3、据2026年4月28日公告，公司2026年第一季度实现归母净利润21.73亿元，同比增长206.74%。	全球船型最齐全的油轮船东，油轮船队规模全球排名第一，预计上半年净利润同比增141%，业绩增长的主要原因包括国际油运市场景气上行，全球合规油运市场供需偏紧，行业集中度提高，以及地缘政治风险推升运价	2026-06-29\|18.70\|-6.31\|19.38\|19.66\|18.61\|926837;2026-06-30\|17.94\|-4.06\|18.30\|18.83\|17.86\|823466;2026-07-01\|16.70\|-6.91\|17.51\|17.70\|16.60\|1060237;2026-07-02\|16.50\|-1.20\|16.70\|17.30\|16.42\|876755;2026-07-03\|17.37\|5.27\|17.32\|17.81\|17.10\|907386;2026-07-06\|17.37\|0.00\|17.97\|18.20\|17.24\|832936;2026-07-07\|16.41\|-5.53\|17.31\|17.56\|16.34\|755634;2026-07-08\|15.83\|-3.53\|16.38\|16.62\|15.82\|576953;2026-07-09\|15.93\|0.63\|16.07\|16.23\|15.57\|640581;2026-07-10\|15.77\|-1.00\|15.50\|15.97\|15.18\|606152;2026-07-13\|15.36\|-2.60\|16.00\|16.15\|15.20\|621155;2026-07-14\|15.28\|-0.52\|15.21\|15.28\|14.67\|715581;2026-07-15\|15.83\|3.60\|15.28\|16.33\|15.28\|805554;2026-07-16\|14.94\|-5.62\|15.55\|15.63\|14.80\|636168;2026-07-17\|14.21\|-2.40\|14.53\|14.68\|14.06\|571802;2026-07-20\|14.52\|2.18\|14.41\|14.86\|14.23\|761040;2026-07-21\|14.88\|2.48\|14.65\|14.89\|14.15\|734105;2026-07-22\|15.66\|5.24\|15.06\|15.84\|15.06\|879603;2026-07-23\|16.01\|2.23\|15.84\|16.03\|15.20\|659779;2026-07-24\|15.55\|-2.87\|16.12\|16.40\|15.34\|773587;2026-07-27\|15.94\|2.51\|15.52\|16.04\|15.30\|650073;2026-07-28\|15.77\|-1.07\|15.61\|15.87\|15.41\|452846;2026-07-29\|16.12\|2.22\|15.77\|16.32\|15.61\|570256;2026-07-30\|16.85\|4.53\|16.13\|17.40\|16.13\|847866;2026-07-31\|16.87\|0.12\|16.25\|16.98\|16.24\|547867;2026-08-03\|17.01\|0.83\|16.88\|17.10\|16.38\|523434;2026-08-04\|16.85\|-0.94\|17.00\|17.48\|16.75\|584744;2026-08-05\|17.87\|6.05\|16.80\|17.99\|16.30\|830321;2026-08-06\|17.46\|-2.29\|17.61\|17.89\|17.13\|622528;2026-08-07\|17.70\|1.37\|17.80\|17.88\|17.56\|449589;2026-08-10\|17.66\|-0.23\|17.55\|17.92\|17.31\|394876;2026-08-11\|16.30\|-7.70\|17.54\|17.75\|16.29\|964558;2026-08-12\|16.74\|2.70\|16.34\|16.83\|16.31\|481811;2026-08-13\|16.75\|0.06\|16.94\|17.11\|16.66\|332627;2026-08-14\|16.70\|-0.30\|16.99\|17.03\|16.45\|314409;2026-08-17\|17.70\|5.99\|16.87\|17.75\|16.75\|569443;2026-08-18\|18.00\|1.69\|17.82\|18.15\|17.65\|429233;2026-08-19\|18.32\|1.78\|18.30\|18.83\|17.92\|886388;2026-08-20\|18.31\|-0.05\|18.50\|19.23\|18.20\|907717;2026-08-21\|19.58\|6.94\|18.46\|19.69\|18.42\|1119158;2026-08-24\|19.14\|-2.25\|19.57\|19.85\|19.10\|843483;2026-08-25\|19.04\|-0.52\|19.37\|19.43\|18.73\|570147;2026-08-26\|18.57\|-2.47\|18.60\|19.15\|18.47\|549616;2026-08-27\|18.61\|0.22\|18.13\|18.70\|18.08\|499200;2026-08-28\|18.81\|1.07\|18.98\|19.10\|18.62\|455298;2026-08-31\|19.22\|2.18\|18.99\|19.35\|18.38\|749288;2026-09-01\|19.07\|-0.78\|18.96\|19.48\|18.79\|543352;2026-09-02\|18.69\|-1.99\|19.34\|19.34\|18.58\|497255;2026-09-03\|20.33\|8.77\|18.90\|20.56\|18.90\|1157180;2026-09-04\|20.34\|0.05\|20.50\|21.18\|20.20\|905509;2026-09-07\|19.75\|-2.90\|20.97\|21.05\|19.68\|684962;2026-09-08\|20.23\|2.43\|19.95\|20.45\|19.73\|582584;2026-09-09\|21.43\|5.93\|20.23\|21.62\|19.99\|1042764;2026-09-10\|21.30\|-0.61\|21.50\|21.50\|20.69\|745019;2026-09-11\|20.86\|-2.07\|21.82\|21.96\|20.61\|689811;2026-09-14\|20.90\|0.19\|21.60\|22.30\|20.77\|873075;2026-09-15\|21.05\|0.72\|21.32\|21.65\|20.58\|716195;2026-09-16\|20.72\|-1.57\|21.50\|21.69\|20.31\|665794;2026-09-17\|22.09\|6.61\|21.40\|22.36\|20.85\|1004161;2026-09-18\|22.07\|-0.09\|21.52\|22.30\|20.89\|951417;2026-09-21\|22.92\|3.85\|22.12\|23.08\|21.82\|972646;2026-09-22\|21.91\|-4.41\|22.33\|22.37\|21.38\|945846;2026-09-23\|21.08\|-3.79\|21.55\|21.75\|21.04\|655064;2026-09-24\|21.40\|1.52\|21.25\|21.63\|21.05\|550688;2026-09-28\|21.23\|-0.79\|21.56\|21.85\|21.09\|537022;2026-09-29\|20.27\|-4.52\|21.02\|21.23\|20.24\|705833;2026-09-30\|20.56\|1.43\|20.31\|20.86\|20.21\|446688;2026-10-08\|22.62\|10.02\|21.94\|22.62\|21.70\|386885;2026-10-09\|23.49\|3.85\|23.07\|23.60\|22.22\|1556567;2026-10-12\|21.65\|-7.83\|23.20\|23.35\|21.40\|968755;2026-10-13\|22.70\|4.85\|22.20\|23.27\|21.83\|983520;2026-10-14\|23.25\|2.42\|22.69\|23.62\|22.32\|889470;2026-10-15\|20.93\|-9.98\|21.88\|22.04\|20.93\|741302;2026-10-16\|20.07\|-4.11\|20.72\|20.83\|19.81\|896094;2026-10-19\|19.80\|-1.35\|19.98\|20.38\|19.38\|501899;2026-10-20\|19.42\|-1.92\|19.02\|19.52\|18.90\|669303;2026-10-21\|19.36\|-0.31\|19.31\|19.74\|19.14\|444313;2026-10-22\|18.05\|-5.40\|19.50\|19.50\|17.91\|568110;2026-10-23\|18.39\|1.88\|18.00\|18.57\|17.74\|540094;2026-10-26\|19.08\|3.75\|18.56\|19.28\|18.53\|517683;2026-10-27\|19.48\|2.10\|19.39\|19.98\|19.22\|527915;2026-10-28\|19.02\|-2.36\|19.13\|19.20\|18.58\|448411;2026-10-29\|18.50\|-2.73\|19.25\|19.30\|18.48\|560994;2026-10-30\|18.98\|2.59\|18.45\|19.48\|18.33\|588071;2026-11-02\|19.36\|2.00\|18.94\|19.70\|18.70\|567742;2026-11-03\|18.28\|-5.58\|18.10\|18.47\|17.71\|714450;2026-11-04\|18.80\|2.84\|18.32\|18.88\|18.13\|631372;2026-11-05\|17.95\|-4.52\|17.71\|18.40\|17.11\|869498;2026-11-06\|17.10\|-4.74\|17.32\|17.59\|17.00\|743011
126601	南亚向客户发出涨价函	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	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;2026-09-14\|185.11\|-4.79\|187.90\|191.34\|183.53\|562769;2026-09-15\|182.82\|-1.24\|185.82\|188.55\|182.51\|476652;2026-09-16\|192.00\|5.02\|183.01\|195.26\|182.50\|614961;2026-09-17\|193.53\|0.80\|192.00\|199.37\|190.01\|593361;2026-09-18\|196.15\|1.35\|197.00\|201.76\|191.00\|707551;2026-09-21\|195.02\|-0.58\|197.00\|200.18\|192.91\|500013;2026-09-22\|198.12\|1.59\|200.04\|208.50\|196.71\|792920;2026-09-23\|193.00\|-2.58\|197.01\|198.56\|192.10\|484861;2026-09-24\|185.99\|-3.63\|192.00\|193.66\|185.60\|399829;2026-09-28\|168.28\|-9.52\|184.08\|184.61\|167.84\|578056;2026-09-29\|171.21\|1.74\|169.01\|172.31\|168.28\|361329;2026-09-30\|167.40\|-2.23\|173.00\|173.00\|166.99\|307524;2026-10-08\|150.66\|-10.00\|154.09\|156.66\|150.66\|540624;2026-10-09\|145.49\|-3.43\|146.88\|147.63\|139.00\|895348;2026-10-12\|135.90\|-6.59\|144.84\|144.98\|135.15\|729422;2026-10-13\|139.75\|2.83\|130.14\|142.30\|130.14\|730375;2026-10-14\|131.41\|-5.97\|138.99\|140.14\|131.10\|565918;2026-10-15\|124.20\|-5.49\|126.97\|128.50\|122.53\|693663;2026-10-16\|122.67\|-1.23\|127.76\|128.27\|121.31\|455996;2026-10-19\|122.15\|-0.42\|122.25\|124.49\|117.20\|460957;2026-10-20\|122.15\|0.00\|122.00\|126.23\|120.00\|487685;2026-10-21\|123.17\|0.83\|125.00\|127.86\|122.36\|505707;2026-10-22\|113.51\|-7.84\|123.19\|123.77\|113.00\|657325;2026-10-23\|114.22\|0.63\|111.00\|115.58\|105.01\|783381;2026-10-26\|105.43\|-7.70\|112.11\|112.73\|103.05\|770364;2026-10-27\|101.09\|-4.12\|108.59\|109.30\|101.06\|542709;2026-10-28\|104.60\|3.47\|103.59\|105.86\|101.21\|603842;2026-10-29\|94.14\|-10.00\|104.65\|104.66\|94.14\|713766;2026-10-30\|86.06\|-8.58\|90.01\|92.37\|86.06\|813576;2026-11-02\|92.20\|7.13\|91.00\|94.67\|89.10\|1292822;2026-11-03\|88.13\|-4.41\|90.24\|94.86\|87.05\|1241585;2026-11-04\|94.33\|7.04\|89.00\|96.90\|81.61\|1988633;2026-11-05\|89.10\|-5.54\|87.80\|92.28\|85.46\|1806274;2026-11-06\|80.19\|-10.00\|80.19\|82.87\|80.19\|1524313
126600	英伟达CPO交换机全面量产	涨停揭秘：一季报净利润大增验证高景气，硅光与1.6T产品量产出货，3.2T研发推进，叠加英伟达GTC大会及Lumentum订单排至2028年催化；涨停缘由：谷歌主供地位稳固；硅光子OCS交换机全球首发；全光交换政策加速落地；美股光通信板块持续走强；英伟达产业链资本开支扩张；资金逻辑：近一个月累计5次涨停，主力资金持续净流入，4月17日板块内多只个股联动涨停，显示资金聚焦高确定性算力基础设施核心标的；风险提示：短期涨幅较大致估值承压；海外客户集中度高带来需求波动风险；3.2T技术迭代进度存在不确定性	公司为谷歌光模块主供应商，硅光、1.6T产品均已量产出货，3.2T产品正在研发；海外子公司TeraHop推出硅光子OCS交换机为行业首款基于硅光子学平台的64x64 OCS	2026-06-29\|1220.00\|-2.70\|1239.00\|1264.21\|1169.49\|352899;2026-06-30\|1270.00\|4.10\|1223.01\|1295.60\|1218.21\|276783;2026-07-01\|1223.17\|-3.69\|1263.50\|1315.57\|1208.00\|271557;2026-07-02\|1143.00\|-6.55\|1160.00\|1198.00\|1127.40\|317620;2026-07-03\|1116.00\|-2.36\|1130.00\|1188.01\|1115.00\|328618;2026-07-06\|1098.92\|-1.53\|1136.54\|1141.00\|1060.34\|315566;2026-07-07\|1121.90\|2.09\|1098.00\|1138.20\|1089.00\|292864;2026-07-08\|1128.35\|0.57\|1134.80\|1179.30\|1114.56\|317328;2026-07-09\|1194.90\|5.90\|1153.00\|1199.99\|1117.01\|358884;2026-07-10\|1093.98\|-8.45\|1210.00\|1218.00\|1093.98\|423262;2026-07-13\|1108.00\|1.28\|1100.01\|1148.48\|1076.80\|344521;2026-07-14\|1184.05\|6.86\|1108.53\|1198.66\|1098.00\|400476;2026-07-15\|1169.31\|-1.24\|1190.00\|1207.98\|1160.00\|247946;2026-07-16\|1113.00\|-4.82\|1122.22\|1163.00\|1098.00\|306634;2026-07-17\|979.46\|-12.00\|1057.36\|1072.00\|950.55\|561861;2026-07-20\|1004.00\|2.51\|1028.43\|1057.77\|967.68\|453665;2026-07-21\|1136.55\|13.20\|1020.01\|1136.80\|988.82\|481157;2026-07-22\|1060.80\|-6.66\|1110.00\|1138.88\|1060.50\|367980;2026-07-23\|1072.52\|1.10\|1089.54\|1115.00\|1060.00\|272541;2026-07-24\|1046.51\|-2.43\|1050.53\|1082.54\|1039.01\|216877;2026-07-27\|1076.94\|2.91\|1021.02\|1080.00\|1003.33\|255903;2026-07-28\|908.00\|-15.69\|1001.06\|1018.00\|899.99\|541051;2026-07-29\|951.00\|4.74\|915.00\|965.00\|889.50\|468715;2026-07-30\|864.00\|-9.15\|919.01\|933.00\|793.03\|693702;2026-07-31\|902.01\|4.40\|960.00\|986.89\|901.00\|569420;2026-08-03\|902.50\|0.05\|891.00\|933.61\|875.87\|321852;2026-08-04\|1021.99\|13.24\|940.00\|1033.89\|934.44\|505913;2026-08-05\|947.74\|-7.27\|880.00\|983.17\|880.00\|723230;2026-08-06\|955.00\|0.77\|901.02\|995.00\|882.55\|422951;2026-08-07\|919.87\|-3.68\|981.09\|999.88\|902.00\|571892;2026-08-10\|864.58\|-6.01\|917.99\|919.80\|835.00\|525921;2026-08-11\|886.96\|2.59\|880.14\|898.48\|850.40\|339737;2026-08-12\|921.00\|3.84\|880.13\|936.80\|876.01\|310729;2026-08-13\|921.04\|0.00\|960.00\|966.06\|920.66\|293371;2026-08-14\|943.00\|2.38\|930.00\|948.77\|916.00\|200147;2026-08-17\|1001.03\|6.15\|949.00\|1014.87\|917.46\|363257;2026-08-18\|988.10\|-1.29\|1000.00\|1009.00\|971.81\|220739;2026-08-19\|895.60\|-9.36\|943.88\|953.08\|886.00\|358012;2026-08-20\|904.20\|0.96\|904.99\|912.01\|881.00\|227062;2026-08-21\|943.00\|4.29\|909.00\|943.88\|901.40\|287039;2026-08-24\|870.22\|-7.72\|945.00\|949.73\|850.00\|389093;2026-08-25\|846.00\|-2.78\|850.23\|871.91\|837.12\|293560;2026-08-26\|850.90\|0.58\|855.00\|866.00\|830.00\|218110;2026-08-27\|866.12\|1.79\|877.01\|880.00\|860.05\|261548;2026-08-28\|858.35\|-0.90\|863.99\|915.88\|856.63\|317196;2026-08-31\|851.90\|-0.75\|830.00\|863.56\|830.00\|224228;2026-09-01\|859.30\|0.87\|852.50\|887.00\|837.33\|286622;2026-09-02\|822.40\|-4.29\|840.01\|848.00\|814.06\|266699;2026-09-03\|813.00\|-1.14\|833.20\|835.90\|804.02\|216429;2026-09-04\|814.00\|0.12\|825.01\|834.96\|808.90\|211066;2026-09-07\|898.46\|10.38\|838.61\|902.26\|836.13\|431303;2026-09-08\|902.37\|0.44\|899.20\|933.98\|894.00\|287658;2026-09-09\|908.90\|0.72\|932.50\|934.49\|901.00\|201100;2026-09-10\|890.10\|-2.07\|890.01\|909.00\|882.01\|173099;2026-09-11\|926.00\|4.03\|898.17\|929.80\|891.17\|327813;2026-09-14\|873.00\|-5.72\|890.00\|895.00\|866.66\|271830;2026-09-15\|864.01\|-1.03\|873.38\|883.73\|858.00\|179554;2026-09-16\|907.80\|5.07\|869.02\|918.38\|866.00\|240218;2026-09-17\|896.00\|-1.30\|900.30\|927.83\|892.51\|227875;2026-09-18\|926.43\|3.40\|910.00\|947.60\|893.08\|295055;2026-09-21\|941.00\|1.57\|939.50\|958.86\|931.66\|209622;2026-09-22\|927.72\|-1.41\|968.00\|974.99\|921.00\|234785;2026-09-23\|922.50\|-0.56\|936.01\|939.00\|918.33\|147633;2026-09-24\|895.86\|-2.89\|918.51\|936.58\|895.86\|184866;2026-09-28\|815.00\|-9.03\|884.00\|888.00\|808.00\|301939;2026-09-29\|813.01\|-0.24\|814.00\|823.00\|808.80\|160712;2026-09-30\|808.44\|-0.56\|821.99\|831.59\|808.00\|157263;2026-10-08\|783.00\|-3.15\|810.00\|834.54\|772.18\|266821;2026-10-09\|775.29\|-0.98\|775.64\|780.00\|730.00\|279337;2026-10-12\|724.47\|-6.41\|762.41\|770.90\|723.00\|210483;2026-10-13\|735.00\|1.45\|700.31\|746.00\|690.16\|309255;2026-10-14\|692.90\|-5.73\|730.00\|733.35\|689.50\|219968;2026-10-15\|656.94\|-5.19\|661.19\|676.00\|645.01\|330142;2026-10-16\|670.00\|1.99\|676.00\|679.90\|660.01\|244228;2026-10-19\|660.70\|-1.39\|666.00\|675.99\|644.23\|194911;2026-10-20\|647.90\|-1.94\|650.70\|673.10\|637.00\|221138;2026-10-21\|646.77\|-0.17\|658.29\|675.01\|642.33\|252481;2026-10-22\|590.11\|-8.76\|647.01\|649.48\|590.11\|402999;2026-10-23\|612.63\|3.82\|572.01\|617.69\|553.48\|478818;2026-10-26\|594.50\|-2.96\|597.01\|601.80\|572.01\|288811;2026-10-27\|577.00\|-2.94\|611.00\|617.19\|576.50\|233571;2026-10-28\|636.30\|10.28\|599.00\|636.68\|588.55\|384333;2026-10-29\|582.05\|-8.53\|616.00\|619.70\|582.00\|325331;2026-10-30\|553.00\|-4.99\|545.70\|585.00\|537.00\|366960;2026-11-02\|550.00\|-0.54\|564.06\|576.88\|542.51\|339245;2026-11-03\|480.20\|-12.69\|539.00\|539.00\|480.00\|583198;2026-11-04\|533.38\|11.07\|489.89\|544.00\|469.50\|611871;2026-11-05\|493.33\|-7.51\|497.00\|516.17\|475.10\|624553;2026-11-06\|448.00\|-9.19\|433.50\|463.33\|427.34\|541101
126599	SK海力士将投资384亿美元建设晶圆厂	Qt合作+存储芯片涨价+一季报大增行业原因：摩根士丹利6月16日研报指出，受AI数据中心需求持续增长推动，硬盘及存储全产业链供需紧张程度超出预期，短缺局面或至少持续至2028年，打破此前“2027年缓解”预期。公司原因： 1、据兆易创新官微2026年6月23日报道，公司与Qt Group达成全球合作，将依托GD32H7高性能MCU系列，聚焦嵌入式GUI技术方案的联合优化，共同推动在智能工业、储能等场景的深度协同。 2、据2026年6月19日异常波动公告，公司所处存储芯片行业周期上行，供给短缺带来价格较大幅度上涨，经营业绩得以提振；据2026年4月30日机构调研，利基型DRAM营收占比提升至约三分之一，定制化存储方案预计2026年在汽车座舱、机器人等端侧AI领域量产并贡献数亿元营收。 3、据2026年5月12日互动易，受益于存储行业供给紧缩，公司2026年一季度营收同比增长119.38%至41.88亿元，归母净利润同比增长522.79%至14.61亿元，毛利率环比提升12.17个百分点至57.08%。	国内存储龙头，产品包括DDR3L/DDR4/LPDDR4X等，投资23亿持有长鑫1.80%股权	2026-06-29\|840.00\|9.09\|779.00\|846.66\|750.00\|541209;2026-06-30\|815.00\|-2.98\|810.00\|833.00\|781.11\|449647;2026-07-01\|772.01\|-5.27\|803.00\|843.38\|753.00\|539702;2026-07-02\|694.81\|-10.00\|721.00\|731.99\|694.81\|452436;2026-07-03\|677.77\|-2.45\|672.54\|717.66\|642.35\|623522;2026-07-06\|654.29\|-3.46\|690.00\|694.99\|630.00\|601502;2026-07-07\|620.00\|-5.24\|625.00\|646.20\|607.00\|515651;2026-07-08\|603.17\|-2.71\|630.00\|641.00\|589.00\|575108;2026-07-09\|663.49\|10.00\|633.00\|663.49\|630.00\|590920;2026-07-10\|612.00\|-7.76\|688.00\|707.97\|607.18\|887457;2026-07-13\|550.80\|-10.00\|580.00\|600.00\|550.80\|663107;2026-07-14\|583.99\|6.03\|551.00\|587.20\|534.58\|679490;2026-07-15\|571.79\|-2.09\|600.00\|608.07\|565.29\|553704;2026-07-16\|514.61\|-10.00\|543.26\|548.00\|514.61\|545542;2026-07-17\|463.15\|-10.00\|500.00\|509.88\|463.15\|672083;2026-07-20\|432.30\|-6.66\|479.00\|485.87\|416.88\|712622;2026-07-21\|475.53\|10.00\|446.00\|475.53\|401.00\|743902;2026-07-22\|470.00\|-1.16\|479.94\|501.26\|460.00\|759061;2026-07-23\|451.96\|-3.84\|480.00\|483.16\|444.22\|471340;2026-07-24\|457.00\|1.12\|444.00\|462.50\|438.50\|505543;2026-07-27\|434.03\|-5.03\|446.00\|446.10\|411.30\|628783;2026-07-28\|390.63\|-10.00\|400.22\|408.25\|390.63\|443896;2026-07-29\|364.03\|-6.81\|373.15\|378.00\|351.57\|903890;2026-07-30\|371.10\|1.94\|356.75\|392.07\|342.00\|971239;2026-07-31\|378.60\|2.02\|408.21\|408.21\|378.00\|856922;2026-08-03\|340.74\|-10.00\|365.55\|370.00\|340.74\|657009;2026-08-04\|356.02\|4.48\|341.99\|360.76\|337.10\|632232;2026-08-05\|385.44\|8.26\|358.00\|390.12\|358.00\|694690;2026-08-06\|385.00\|-0.11\|363.00\|394.94\|363.00\|618612;2026-08-07\|417.05\|8.32\|384.00\|422.48\|383.80\|747518;2026-08-10\|403.03\|-3.36\|415.43\|422.30\|391.14\|636006;2026-08-11\|402.29\|-0.18\|397.00\|414.78\|396.58\|436502;2026-08-12\|413.17\|2.70\|408.02\|419.95\|401.68\|456116;2026-08-13\|404.50\|-2.10\|425.26\|431.91\|402.80\|544439;2026-08-14\|417.48\|3.21\|419.00\|421.18\|406.55\|475007;2026-08-17\|444.00\|6.35\|423.95\|444.00\|420.23\|588826;2026-08-18\|436.74\|-1.64\|449.97\|455.81\|429.06\|607573;2026-08-19\|403.71\|-7.56\|417.00\|420.00\|393.10\|662806;2026-08-20\|403.50\|-0.05\|410.00\|410.59\|397.83\|361764;2026-08-21\|409.06\|1.38\|405.00\|411.00\|400.10\|340767;2026-08-24\|381.66\|-6.70\|404.97\|405.51\|377.98\|448627;2026-08-25\|395.51\|3.63\|367.00\|398.50\|367.00\|396495;2026-08-26\|392.50\|-0.76\|399.00\|399.00\|384.88\|284629;2026-08-27\|411.20\|4.76\|397.01\|412.00\|394.58\|407430;2026-08-28\|396.82\|-3.50\|406.95\|410.53\|396.50\|352520;2026-08-31\|406.00\|2.31\|387.06\|406.61\|387.06\|317220;2026-09-01\|393.00\|-3.20\|406.00\|406.01\|391.54\|256551;2026-09-02\|388.86\|-1.05\|388.00\|395.95\|387.45\|209513;2026-09-03\|383.20\|-1.46\|393.11\|393.89\|380.19\|238566;2026-09-04\|371.88\|-2.95\|387.58\|388.97\|368.77\|299691;2026-09-07\|385.44\|3.65\|382.81\|386.26\|380.30\|349656;2026-09-08\|385.96\|0.13\|385.82\|398.00\|381.96\|374698;2026-09-09\|381.87\|-1.06\|390.00\|392.87\|380.00\|229047;2026-09-10\|380.64\|-0.32\|380.83\|387.50\|379.01\|215208;2026-09-11\|371.32\|-2.45\|371.80\|373.99\|363.00\|292309;2026-09-14\|356.88\|-3.89\|360.00\|365.88\|355.55\|264365;2026-09-15\|363.11\|1.75\|356.87\|371.66\|356.00\|293180;2026-09-16\|373.14\|2.76\|366.11\|374.38\|360.96\|268707;2026-09-17\|369.88\|-0.87\|370.06\|377.23\|365.34\|234866;2026-09-18\|388.18\|4.95\|379.99\|390.66\|378.00\|410514;2026-09-21\|391.71\|0.91\|396.00\|403.23\|388.13\|328986;2026-09-22\|402.10\|2.65\|399.99\|413.43\|394.00\|509151;2026-09-23\|398.72\|-0.84\|406.30\|408.06\|397.44\|261957;2026-09-24\|383.77\|-3.75\|393.00\|394.77\|383.72\|226595;2026-09-28\|358.51\|-6.58\|380.00\|380.00\|357.14\|284936;2026-09-29\|367.57\|2.53\|358.56\|369.00\|358.00\|209082;2026-09-30\|353.90\|-3.72\|369.75\|370.00\|351.28\|242377;2026-10-08\|334.40\|-5.51\|352.00\|353.80\|331.00\|294316;2026-10-09\|326.46\|-2.37\|325.00\|329.50\|311.42\|334513;2026-10-12\|310.84\|-4.78\|321.00\|322.59\|308.80\|253371;2026-10-13\|306.22\|-1.49\|297.03\|311.11\|292.66\|311547;2026-10-14\|292.56\|-4.46\|305.00\|306.00\|292.00\|229286;2026-10-15\|278.22\|-4.90\|275.00\|283.80\|271.30\|373897;2026-10-16\|281.86\|1.31\|285.00\|291.90\|278.12\|344518;2026-10-19\|282.44\|0.21\|280.50\|288.49\|272.00\|315821;2026-10-20\|282.43\|-0.00\|277.00\|288.50\|275.67\|273645;2026-10-21\|288.02\|1.98\|291.00\|292.55\|284.50\|272891;2026-10-22\|276.75\|-3.91\|286.94\|286.97\|272.68\|317235;2026-10-23\|292.00\|5.51\|271.09\|294.80\|268.30\|459874;2026-10-26\|276.45\|-5.33\|287.96\|288.00\|275.72\|308502;2026-10-27\|268.98\|-2.70\|282.21\|283.39\|268.88\|238968;2026-10-28\|289.88\|7.77\|279.00\|292.53\|276.72\|433107;2026-10-29\|275.99\|-4.79\|285.00\|288.88\|273.99\|354386;2026-10-30\|257.80\|-6.59\|260.89\|274.59\|257.60\|376716;2026-11-02\|265.67\|3.05\|262.96\|270.72\|255.55\|345198;2026-11-03\|250.16\|-5.84\|260.00\|261.34\|248.90\|363352;2026-11-04\|271.38\|8.48\|252.00\|274.28\|248.00\|436424;2026-11-05\|263.15\|-3.03\|260.00\|272.99\|259.00\|435309;2026-11-06\|239.49\|-8.99\|242.00\|247.85\|238.20\|412251
126598		阴极铜龙头+新材料+中期票据行业原因：美伊达成和平协议，市场风险偏好回暖，贵金属及有色金属大涨。东风证券指出，工业金属方面，铜铝锡等品种淡季需求韧性强于市场预期，电网、半导体等领域的刚性需求将放大价格修复弹性。公司原因： 1、据2026年3月27日年报及2026年4月29日公告，公司是国内最大的阴极铜供应商，阴极铜产量超过200万吨/年，拥有完整一体化产业链；2026年一季度归母净利润28.18亿元，同比增长44.31%。 2、据2026年3月27日年报，公司特种铜合金导体、钼铼及其合金等新材料产品正加快工艺验证和中试熟化，加速融入低空经济、机器人等未来产业发展。 3、据2026年6月10日公告，公司发布2026年度第二期中期票据并购募集说明书，涉及并购融资安排。 4、据公司公告，公司最终控制人为江西省国有资产监督管理委员会，属于国有企业。	公司为国内最大铜精矿和铜加工厂商	2026-06-29\|44.49\|4.95\|42.30\|44.94\|42.30\|666938;2026-06-30\|43.30\|-2.67\|43.51\|43.90\|42.55\|526664;2026-07-01\|42.78\|-1.20\|42.69\|43.65\|42.36\|526398;2026-07-02\|41.92\|-2.01\|42.99\|43.53\|41.49\|673587;2026-07-03\|43.28\|3.24\|43.35\|44.42\|43.08\|784459;2026-07-06\|41.94\|-3.10\|43.28\|44.79\|41.85\|626934;2026-07-07\|40.74\|-2.86\|41.11\|41.60\|40.60\|362075;2026-07-08\|39.85\|-2.18\|40.37\|40.85\|39.70\|344327;2026-07-09\|40.74\|2.23\|40.90\|41.50\|38.61\|610346;2026-07-10\|42.89\|5.28\|41.29\|43.96\|40.77\|774930;2026-07-13\|40.00\|-6.74\|41.49\|41.49\|40.00\|510548;2026-07-14\|43.85\|9.62\|39.90\|43.91\|39.55\|844400;2026-07-15\|42.28\|-3.58\|43.80\|43.80\|42.03\|542400;2026-07-16\|42.11\|-0.40\|41.28\|43.18\|41.01\|490676;2026-07-17\|39.03\|-5.97\|40.50\|40.68\|38.68\|584734;2026-07-20\|38.62\|-1.05\|39.03\|39.39\|37.46\|523315;2026-07-21\|40.80\|5.64\|39.20\|40.88\|38.80\|585580;2026-07-22\|43.05\|5.51\|41.71\|44.42\|41.71\|985183;2026-07-23\|45.06\|4.67\|43.48\|45.85\|42.51\|912118;2026-07-24\|42.50\|-5.68\|42.73\|43.94\|42.37\|596275;2026-07-27\|43.20\|1.65\|43.20\|43.40\|42.16\|383723;2026-07-28\|42.55\|-1.50\|41.99\|42.99\|41.81\|297282;2026-07-29\|42.85\|0.71\|42.35\|43.28\|41.82\|392750;2026-07-30\|42.14\|-1.66\|43.06\|43.63\|41.70\|408707;2026-07-31\|43.28\|2.71\|43.14\|44.24\|42.72\|551653;2026-08-03\|42.99\|-0.67\|43.49\|43.49\|42.19\|441212;2026-08-04\|44.00\|2.35\|42.99\|44.26\|42.51\|533623;2026-08-05\|46.63\|5.98\|44.55\|46.86\|44.02\|861734;2026-08-06\|46.25\|-0.81\|47.75\|47.85\|45.71\|779235;2026-08-07\|49.58\|7.20\|46.81\|49.98\|46.81\|955324;2026-08-10\|48.74\|-1.69\|49.00\|49.44\|47.80\|753619;2026-08-11\|46.20\|-5.21\|48.83\|49.77\|46.08\|912616;2026-08-12\|46.47\|0.58\|45.88\|47.32\|45.88\|461447;2026-08-13\|44.36\|-4.54\|46.09\|46.94\|44.23\|717046;2026-08-14\|44.61\|0.56\|44.06\|45.13\|43.78\|401003;2026-08-17\|47.72\|6.97\|46.15\|47.74\|45.71\|751705;2026-08-18\|46.60\|-2.35\|46.50\|46.94\|45.86\|566540;2026-08-19\|44.02\|-5.54\|45.01\|45.42\|43.86\|549774;2026-08-20\|44.57\|1.25\|45.30\|46.11\|44.28\|522571;2026-08-21\|45.86\|2.89\|44.86\|46.09\|44.50\|457050;2026-08-24\|45.95\|0.20\|46.73\|46.99\|45.01\|634924;2026-08-25\|44.15\|-3.92\|45.77\|45.77\|43.59\|542380;2026-08-26\|48.57\|10.01\|44.96\|48.57\|44.96\|874585;2026-08-27\|49.20\|1.30\|47.65\|49.47\|47.62\|1260278;2026-08-28\|49.01\|-0.39\|49.62\|49.77\|48.31\|704380;2026-08-31\|48.40\|-1.24\|47.47\|48.46\|46.47\|665248;2026-09-01\|48.08\|-0.66\|49.20\|49.85\|48.00\|729182;2026-09-02\|46.55\|-3.18\|46.70\|47.36\|45.72\|639226;2026-09-03\|46.88\|0.71\|47.00\|47.42\|46.40\|408043;2026-09-04\|45.86\|-2.18\|47.61\|47.77\|45.61\|493280;2026-09-07\|46.02\|0.35\|45.86\|46.19\|45.16\|399128;2026-09-08\|48.53\|5.45\|47.38\|49.41\|47.03\|1153881;2026-09-09\|49.57\|2.14\|49.01\|50.54\|48.15\|1085546;2026-09-10\|49.64\|0.14\|49.57\|50.84\|49.07\|790539;2026-09-11\|45.78\|-7.78\|46.60\|46.75\|44.69\|1146697;2026-09-14\|44.43\|-2.95\|44.68\|45.18\|44.41\|505679;2026-09-15\|42.97\|-3.29\|43.84\|44.30\|42.83\|541869;2026-09-16\|44.10\|2.63\|43.18\|44.27\|42.65\|421956;2026-09-17\|43.26\|-1.90\|43.56\|44.25\|42.63\|465312;2026-09-18\|44.03\|1.78\|44.20\|44.50\|43.58\|424107;2026-09-21\|44.24\|0.48\|44.25\|44.54\|43.65\|299704;2026-09-22\|45.10\|1.94\|44.68\|45.80\|44.10\|577078;2026-09-23\|44.55\|-1.22\|45.48\|45.54\|44.40\|350902;2026-09-24\|42.40\|-4.83\|43.80\|43.88\|42.32\|450610;2026-09-28\|40.92\|-3.49\|41.02\|41.46\|40.77\|315662;2026-09-29\|41.74\|2.00\|40.90\|41.83\|40.73\|225639;2026-09-30\|41.80\|0.14\|41.74\|41.88\|41.31\|186496;2026-10-08\|41.89\|0.22\|42.03\|42.65\|41.58\|262039;2026-10-09\|42.51\|1.48\|41.45\|42.66\|41.06\|314192;2026-10-12\|41.29\|-2.87\|42.90\|42.96\|41.25\|236586;2026-10-13\|41.55\|0.63\|40.70\|42.03\|40.36\|226143;2026-10-14\|41.10\|-1.08\|41.32\|42.08\|40.86\|193468;2026-10-15\|38.90\|-5.35\|39.87\|40.19\|38.73\|363740;2026-10-16\|39.43\|1.36\|39.55\|40.13\|38.83\|265881;2026-10-19\|39.09\|-0.86\|39.00\|39.46\|38.78\|194992;2026-10-20\|38.07\|-2.61\|38.68\|38.76\|37.52\|361434;2026-10-21\|37.95\|-0.32\|38.07\|38.64\|37.92\|206036;2026-10-22\|36.28\|-4.40\|37.70\|37.79\|36.04\|347998;2026-10-23\|36.92\|1.76\|35.20\|37.00\|34.68\|371580;2026-10-26\|35.93\|-2.68\|36.56\|36.67\|35.45\|267131;2026-10-27\|35.90\|-0.08\|36.22\|36.72\|35.90\|214234;2026-10-28\|36.56\|1.84\|36.58\|36.72\|36.18\|249350;2026-10-29\|33.56\|-8.21\|35.00\|35.49\|33.46\|570464;2026-10-30\|32.21\|-4.02\|32.40\|33.40\|31.95\|386966;2026-11-02\|31.94\|-0.84\|32.25\|32.36\|31.11\|354270;2026-11-03\|31.35\|-1.85\|32.12\|32.46\|31.03\|393399;2026-11-04\|33.40\|6.54\|31.29\|33.57\|30.92\|572194;2026-11-05\|33.80\|1.20\|33.11\|34.46\|33.11\|469906;2026-11-06\|32.23\|-4.64\|32.00\|33.24\|31.91\|364561
126597	英伟达CPO交换机全面量产	CPO+1.6T光引擎+算力行业原因： 1、近日亚马逊、谷歌、微软等北美大厂最新财报中纷纷大幅上调资本开支。 2、英伟达CEO黄仁勋2月6日发声，试图向市场说明这些巨额开支是合理且可持续的，英伟达上周五单日大涨7.87%。公司原因： 1、据2026年2月4日互动易，公司CPO配套新产品进展正常，正与客户紧密配合持续推进。 2、据2025年11月27日机构调研，公司800G及1.6T高速光引擎已量产交付，绑定头部光模块客户。 3、据2026年1月21日业绩预告，2025年净利润预增40-60%至18.81-21.5亿元，主因AI及全球数据中心建设带动高速光器件需求。	公司基于EML的单波200G光发射器件已经小批量供应，开始研发高密度多通道阵列FA及外置光源发射器件。公司正在进行适用于CPO应用场景的多通道光纤耦合阵列的开发以及CPO-ELS模块应用的多通道高功率激光器的开发	2026-06-29\|295.15\|-7.19\|309.00\|313.99\|288.86\|528001;2026-06-30\|302.68\|2.55\|295.00\|309.89\|290.02\|423892;2026-07-01\|285.00\|-5.84\|301.00\|304.00\|280.00\|561856;2026-07-02\|250.77\|-12.01\|271.00\|272.00\|250.01\|529244;2026-07-03\|250.10\|-0.27\|252.00\|260.43\|245.94\|402819;2026-07-06\|237.00\|-5.24\|250.58\|253.99\|231.45\|463157;2026-07-07\|244.09\|2.99\|237.00\|246.50\|234.66\|424116;2026-07-08\|245.68\|0.65\|246.01\|253.20\|240.20\|432555;2026-07-09\|271.50\|10.51\|252.50\|272.94\|248.53\|556102;2026-07-10\|271.12\|-0.14\|281.00\|291.80\|270.91\|646231;2026-07-13\|259.31\|-4.36\|262.00\|277.77\|255.59\|386886;2026-07-14\|273.51\|5.48\|257.30\|276.16\|252.00\|477960;2026-07-15\|259.40\|-5.16\|275.00\|275.96\|258.88\|347312;2026-07-16\|244.13\|-5.89\|245.52\|257.01\|239.88\|352788;2026-07-17\|211.37\|-13.42\|238.68\|241.00\|207.00\|546575;2026-07-20\|213.54\|1.03\|225.00\|227.71\|200.00\|521865;2026-07-21\|231.00\|8.18\|215.20\|232.10\|188.08\|649079;2026-07-22\|217.63\|-5.79\|228.00\|233.18\|217.20\|420355;2026-07-23\|212.09\|-2.55\|222.01\|224.00\|210.53\|286838;2026-07-24\|203.41\|-4.09\|209.07\|212.49\|203.12\|255014;2026-07-27\|209.19\|2.84\|201.76\|210.32\|200.10\|258245;2026-07-28\|181.56\|-13.21\|198.11\|202.98\|180.01\|445775;2026-07-29\|182.09\|0.29\|182.50\|185.07\|170.63\|433603;2026-07-30\|160.10\|-12.08\|180.03\|180.76\|155.55\|578976;2026-07-31\|171.01\|6.81\|180.00\|185.03\|170.93\|548857;2026-08-03\|180.50\|5.55\|170.97\|187.50\|168.50\|559978;2026-08-04\|212.00\|17.45\|189.98\|216.00\|188.18\|783303;2026-08-05\|216.85\|2.29\|198.00\|218.20\|193.00\|859537;2026-08-06\|225.28\|3.89\|208.00\|228.00\|202.00\|677501;2026-08-07\|230.68\|2.40\|230.00\|236.82\|224.96\|609932;2026-08-10\|223.03\|-3.32\|233.21\|235.00\|216.68\|466718;2026-08-11\|222.49\|-0.24\|218.22\|228.58\|216.88\|318683;2026-08-12\|240.05\|7.89\|224.01\|248.50\|221.99\|534737;2026-08-13\|257.16\|7.13\|250.10\|271.40\|250.10\|646795;2026-08-14\|267.71\|4.10\|262.01\|267.71\|252.00\|524891;2026-08-17\|286.56\|7.04\|278.00\|291.80\|274.59\|631593;2026-08-18\|291.44\|1.70\|288.00\|295.00\|279.36\|547692;2026-08-19\|277.40\|-4.82\|272.00\|289.70\|267.89\|631652;2026-08-20\|276.25\|-0.41\|282.50\|284.00\|260.50\|517374;2026-08-21\|273.08\|-1.15\|276.10\|288.00\|269.65\|504443;2026-08-24\|249.50\|-8.63\|268.88\|270.94\|241.00\|644778;2026-08-25\|257.10\|3.05\|249.50\|264.72\|241.80\|451097;2026-08-26\|253.58\|-1.37\|256.97\|256.97\|245.01\|368214;2026-08-27\|267.16\|5.36\|258.39\|276.66\|256.48\|519430;2026-08-28\|263.58\|-1.34\|266.20\|274.99\|261.92\|338960;2026-08-31\|263.00\|-0.22\|255.01\|264.59\|253.68\|286960;2026-09-01\|251.77\|-4.27\|261.05\|261.95\|247.20\|330521;2026-09-02\|250.00\|-0.70\|247.86\|255.69\|237.80\|416345;2026-09-03\|248.81\|-0.48\|253.00\|253.99\|243.96\|254888;2026-09-04\|248.70\|-0.04\|252.01\|262.68\|246.02\|385892;2026-09-07\|267.00\|7.36\|256.22\|268.87\|254.40\|519294;2026-09-08\|258.50\|-3.18\|265.10\|273.33\|256.80\|410935;2026-09-09\|258.03\|-0.18\|270.00\|270.88\|256.13\|300596;2026-09-10\|269.00\|4.25\|253.92\|276.99\|253.07\|509837;2026-09-11\|261.96\|-2.62\|264.00\|270.89\|254.60\|455444;2026-09-14\|256.96\|-1.91\|254.65\|267.58\|250.01\|326583;2026-09-15\|257.38\|0.16\|255.53\|263.98\|248.60\|316629;2026-09-16\|268.99\|4.51\|258.61\|273.95\|256.93\|429877;2026-09-17\|277.65\|3.41\|268.54\|282.60\|268.54\|456352;2026-09-18\|284.66\|2.52\|283.67\|292.07\|278.68\|456069;2026-09-21\|279.26\|-1.90\|286.17\|290.95\|276.88\|343928;2026-09-22\|275.84\|-1.22\|284.93\|284.93\|275.00\|286361;2026-09-23\|275.40\|-0.16\|277.00\|281.00\|271.30\|236256;2026-09-24\|267.93\|-2.71\|273.22\|274.67\|265.22\|220605;2026-09-28\|244.80\|-8.63\|262.50\|264.00\|243.00\|335954;2026-09-29\|255.99\|4.57\|245.20\|258.00\|242.16\|291467;2026-09-30\|260.77\|1.87\|256.01\|266.85\|253.16\|294324;2026-10-08\|235.07\|-9.86\|259.22\|259.80\|230.78\|408707;2026-10-09\|235.04\|-0.01\|227.79\|237.87\|223.80\|322226;2026-10-12\|229.54\|-2.34\|232.00\|244.84\|229.00\|275353;2026-10-13\|246.70\|7.48\|218.46\|250.00\|217.01\|418887;2026-10-14\|229.00\|-7.17\|244.07\|245.45\|228.00\|295021;2026-10-15\|223.33\|-2.48\|221.01\|229.73\|218.00\|296215;2026-10-16\|212.80\|-4.71\|228.00\|230.03\|209.23\|333298;2026-10-19\|203.30\|-4.46\|210.88\|214.00\|199.00\|285687;2026-10-20\|204.54\|0.61\|201.60\|209.47\|197.68\|251840;2026-10-21\|214.98\|5.10\|208.00\|220.50\|208.00\|332277;2026-10-22\|197.00\|-8.36\|217.00\|218.68\|197.00\|330225;2026-10-23\|200.81\|1.93\|194.99\|202.31\|181.50\|441523;2026-10-26\|196.98\|-1.91\|193.01\|202.60\|185.12\|336556;2026-10-27\|188.62\|-4.24\|203.00\|204.00\|188.50\|288507;2026-10-28\|201.43\|6.79\|198.19\|201.90\|192.71\|372345;2026-10-29\|161.60\|-19.77\|191.00\|192.00\|161.14\|738565;2026-10-30\|148.00\|-8.42\|144.00\|158.82\|144.00\|465177;2026-11-02\|141.75\|-4.22\|150.02\|151.99\|140.38\|491745;2026-11-03\|123.61\|-12.80\|135.37\|136.75\|122.88\|663523;2026-11-04\|136.00\|10.02\|123.65\|138.00\|119.13\|736013;2026-11-05\|129.50\|-4.78\|128.20\|134.89\|126.01\|584959;2026-11-06\|122.00\|-5.79\|116.28\|125.86\|113.36\|532610
126596		燃气轮机+船用柴油机+中船系 1、据2026年4月30日年报，2025年船用柴油机营收287亿元、同比增26%，毛利率25.5%，同比提升5.0pct，Q1归母净利5.88亿元、同比增48.6%，订单排产至2028年。 2、据2026年4月30日年报，公司CGT25系列燃气轮机在5-50MW级国内领先，东吴证券2026年5月11日研报指出其3-50MW机型可切入AIDC数据中心供能场景。 3、据2026年4月30日年报，公司控股股东为中国船舶重工集团，实际控制人为国务院国资委，属央企。	1、中国船舶集团旗下，国内海军舰船动力及传动装备的主要研制和生产商； 2、公司具备3-50MW小型燃气轮机供应能力，现有应用领域包括天然气长输管线增压、陆上/海上油气平台、工业园区分布式能源等	2026-06-29\|31.07\|3.19\|30.11\|31.26\|28.99\|468257;2026-06-30\|32.80\|5.57\|30.48\|33.50\|30.26\|473831;2026-07-01\|33.08\|0.85\|33.61\|34.77\|32.77\|382163;2026-07-02\|31.92\|-3.51\|32.09\|33.28\|31.86\|263576;2026-07-03\|33.59\|5.23\|32.10\|34.15\|31.64\|419784;2026-07-06\|35.42\|5.45\|33.60\|36.95\|33.60\|654028;2026-07-07\|34.58\|-2.37\|35.16\|35.93\|33.62\|400403;2026-07-08\|33.02\|-4.51\|34.97\|34.97\|32.90\|271545;2026-07-09\|33.65\|1.91\|32.78\|34.09\|32.25\|389634;2026-07-10\|33.05\|-1.78\|33.65\|34.49\|33.03\|334070;2026-07-13\|31.26\|-5.42\|32.70\|32.70\|30.75\|346517;2026-07-14\|31.48\|0.70\|31.30\|31.85\|30.38\|303764;2026-07-15\|30.67\|-2.57\|31.30\|31.75\|30.06\|246907;2026-07-16\|29.30\|-4.47\|30.15\|30.38\|29.16\|241413;2026-07-17\|28.00\|-4.44\|29.00\|29.30\|27.37\|323081;2026-07-20\|28.68\|2.43\|28.28\|29.49\|28.13\|347939;2026-07-21\|28.84\|0.56\|29.20\|29.20\|28.21\|265595;2026-07-22\|29.76\|3.19\|28.97\|30.59\|28.65\|324135;2026-07-23\|30.65\|2.99\|30.20\|31.10\|29.61\|249315;2026-07-24\|29.57\|-3.52\|30.39\|30.39\|29.54\|159642;2026-07-27\|29.76\|0.64\|29.53\|30.07\|28.94\|182867;2026-07-28\|27.70\|-6.92\|29.06\|29.24\|27.51\|230987;2026-07-29\|28.53\|3.75\|27.70\|29.08\|27.17\|220048;2026-07-30\|27.18\|-4.73\|28.46\|28.46\|26.74\|247582;2026-07-31\|26.76\|-1.55\|27.75\|27.97\|26.40\|320559;2026-08-03\|26.95\|0.71\|26.45\|27.35\|26.45\|280951;2026-08-04\|27.92\|3.60\|26.96\|28.15\|26.44\|273625;2026-08-05\|28.46\|1.93\|27.58\|28.76\|27.51\|276064;2026-08-06\|29.02\|1.97\|28.00\|29.09\|28.00\|202025;2026-08-07\|30.24\|4.20\|29.01\|30.56\|28.83\|295382;2026-08-10\|31.99\|5.79\|30.26\|32.41\|30.04\|325170;2026-08-11\|32.61\|1.94\|31.51\|33.58\|31.00\|366699;2026-08-12\|32.36\|-0.77\|32.57\|32.95\|32.00\|134894;2026-08-13\|31.44\|-2.84\|32.35\|32.66\|31.32\|175686;2026-08-14\|31.49\|0.16\|31.61\|31.64\|31.08\|134187;2026-08-17\|33.82\|7.40\|31.64\|34.11\|31.19\|294806;2026-08-18\|33.23\|-1.74\|33.72\|34.01\|33.07\|158366;2026-08-19\|31.81\|-4.27\|32.99\|33.03\|31.32\|210996;2026-08-20\|31.31\|-1.57\|31.81\|32.13\|31.09\|119478;2026-08-21\|31.93\|1.98\|31.03\|32.20\|30.90\|126069;2026-08-24\|31.66\|-0.85\|31.92\|32.56\|31.00\|158417;2026-08-25\|31.85\|0.60\|31.10\|32.05\|31.10\|97312;2026-08-26\|32.09\|0.75\|31.81\|32.59\|31.65\|98931;2026-08-27\|31.82\|-0.84\|32.08\|32.12\|30.95\|110831;2026-08-28\|31.81\|-0.03\|31.82\|32.15\|31.03\|122445;2026-08-31\|32.86\|3.30\|32.00\|33.50\|31.15\|253191;2026-09-01\|31.91\|-2.89\|32.38\|32.68\|31.51\|227595;2026-09-02\|32.59\|2.13\|31.71\|32.88\|31.30\|184148;2026-09-03\|32.68\|0.28\|32.51\|33.32\|32.19\|168026;2026-09-04\|32.98\|0.92\|32.95\|33.73\|32.58\|253293;2026-09-07\|35.04\|6.25\|33.07\|35.08\|32.65\|300268;2026-09-08\|34.41\|-1.80\|34.32\|35.02\|34.02\|182676;2026-09-09\|35.22\|2.35\|34.39\|35.73\|34.02\|202565;2026-09-10\|34.81\|-1.16\|34.70\|35.96\|34.54\|199755;2026-09-11\|34.30\|-1.47\|34.15\|35.00\|33.34\|169399;2026-09-14\|33.99\|-0.90\|34.30\|34.48\|33.53\|116922;2026-09-15\|33.96\|-0.09\|33.61\|34.90\|32.99\|150233;2026-09-16\|32.06\|-5.59\|33.87\|34.13\|31.50\|372638;2026-09-17\|32.60\|1.68\|31.82\|32.80\|31.82\|166655;2026-09-18\|33.95\|4.14\|32.68\|34.00\|32.32\|189192;2026-09-21\|35.55\|4.71\|33.94\|35.78\|33.75\|195097;2026-09-22\|35.34\|-0.59\|35.53\|36.20\|35.13\|108435;2026-09-23\|34.73\|-1.73\|35.64\|35.64\|34.60\|102391;2026-09-24\|34.25\|-1.38\|34.73\|35.06\|34.18\|70010;2026-09-28\|33.74\|-1.49\|34.45\|34.51\|33.55\|121315;2026-09-29\|33.80\|0.18\|33.70\|34.39\|32.92\|134306;2026-09-30\|33.51\|-0.86\|33.89\|34.98\|33.41\|107764;2026-10-08\|34.68\|3.49\|33.57\|36.00\|33.45\|201952;2026-10-09\|33.46\|-3.52\|34.96\|34.96\|32.53\|207645;2026-10-12\|32.75\|-2.12\|33.47\|34.00\|32.73\|124767;2026-10-13\|33.32\|1.74\|32.20\|34.15\|32.00\|155623;2026-10-14\|32.70\|-1.86\|33.01\|33.70\|32.40\|168653;2026-10-15\|31.55\|-3.52\|32.21\|32.53\|30.59\|192286;2026-10-16\|31.39\|-0.13\|31.52\|32.42\|30.95\|131789;2026-10-19\|31.81\|1.34\|31.01\|32.29\|30.89\|143419;2026-10-20\|30.52\|-4.06\|31.62\|31.75\|30.10\|165113;2026-10-21\|30.40\|-0.39\|30.65\|30.94\|30.20\|101465;2026-10-22\|30.12\|-0.92\|30.39\|30.70\|29.80\|111906;2026-10-23\|31.85\|5.74\|29.80\|32.06\|29.41\|145374;2026-10-26\|31.23\|-1.95\|31.85\|31.89\|30.11\|151532;2026-10-27\|31.05\|-0.58\|31.09\|31.66\|30.86\|86844;2026-10-28\|30.69\|-1.16\|31.09\|31.64\|30.64\|118462;2026-10-29\|30.77\|0.26\|30.76\|31.11\|30.17\|90551;2026-10-30\|29.79\|-3.18\|30.00\|30.85\|29.72\|98590;2026-11-02\|30.72\|3.12\|31.15\|32.38\|30.32\|292152;2026-11-03\|31.57\|2.77\|30.81\|32.08\|30.38\|214803;2026-11-04\|32.01\|1.39\|31.80\|32.06\|30.56\|183278;2026-11-05\|31.23\|-2.44\|31.67\|32.49\|30.87\|226752;2026-11-06\|30.30\|-2.98\|30.40\|31.00\|30.07\|113769
126595	SK海力士将投资384亿美元建设晶圆厂	涨停揭秘：长电科技作为国内封测龙头，受益于NAND闪存价格企稳反弹及AI驱动存储需求上修；涨停缘由：公司深度绑定国内外主流存储厂商，覆盖NAND及DDR全品类；2026年Q1 NAND合约价环比上涨超15%，叠加服务器厂商补库启动，封测产能利用率回升；资金逻辑：4月8日涨停伴随成交额放量至前五日均值2.3倍，北向资金连续两日增持，显示产业资本与外资同步回补；风险提示：全球存储产能仍处高位，价格反弹持续性待验证，且公司2025年扣非净利同比下滑，盈利修复节奏偏缓	国内封测龙头，拟投资78亿元在上海临港建设高端先进封测工厂	2026-06-29\|103.25\|2.34\|103.00\|105.80\|92.40\|3261605;2026-06-30\|103.55\|0.29\|101.29\|105.07\|96.45\|2285109;2026-07-01\|106.64\|2.98\|105.50\|111.11\|101.68\|2459790;2026-07-02\|95.98\|-10.00\|99.00\|101.00\|95.98\|1908044;2026-07-03\|90.88\|-5.31\|93.40\|94.98\|88.35\|1782265;2026-07-06\|95.09\|4.63\|94.85\|97.90\|90.88\|2084214;2026-07-07\|100.99\|6.20\|92.00\|102.88\|91.80\|2272055;2026-07-08\|94.11\|-6.81\|100.90\|102.68\|91.00\|2071654;2026-07-09\|103.52\|10.00\|97.70\|103.52\|94.60\|2063758;2026-07-10\|101.11\|-2.33\|108.88\|113.87\|101.11\|3058528;2026-07-13\|99.05\|-2.04\|98.12\|106.66\|98.12\|2431219;2026-07-14\|102.70\|3.69\|98.00\|103.28\|91.65\|2782632;2026-07-15\|92.46\|-9.97\|105.00\|105.05\|92.43\|2385810;2026-07-16\|83.21\|-10.00\|87.46\|90.41\|83.21\|1854264;2026-07-17\|85.49\|2.74\|82.00\|90.15\|77.71\|2525464;2026-07-20\|76.99\|-9.94\|86.00\|86.99\|76.94\|2018997;2026-07-21\|84.69\|10.00\|76.70\|84.69\|69.29\|2688542;2026-07-22\|85.78\|1.29\|84.00\|89.88\|82.66\|2577809;2026-07-23\|80.81\|-5.79\|85.78\|86.88\|80.30\|1685303;2026-07-24\|82.90\|2.59\|78.02\|84.80\|78.02\|1721614;2026-07-27\|82.35\|-0.66\|81.76\|84.20\|77.10\|1428580;2026-07-28\|76.83\|-6.70\|79.30\|82.87\|75.56\|1375950;2026-07-29\|71.68\|-6.70\|76.70\|77.45\|69.70\|1670628;2026-07-30\|64.51\|-10.00\|70.00\|71.33\|64.51\|1597939;2026-07-31\|65.71\|1.86\|70.27\|70.27\|65.56\|1603603;2026-08-03\|61.00\|-7.17\|64.10\|65.42\|60.84\|1350914;2026-08-04\|65.41\|7.23\|61.99\|66.10\|61.15\|1435993;2026-08-05\|68.97\|5.44\|65.71\|70.59\|65.70\|1761053;2026-08-06\|75.87\|10.00\|67.01\|75.87\|67.01\|2359071;2026-08-07\|77.75\|2.48\|75.15\|78.74\|73.97\|2283414;2026-08-10\|78.52\|0.99\|78.42\|79.49\|76.00\|1430998;2026-08-11\|77.67\|-1.08\|77.10\|80.64\|76.60\|1307868;2026-08-12\|78.18\|0.66\|78.00\|79.08\|76.70\|1040983;2026-08-13\|77.82\|-0.46\|79.30\|81.88\|77.77\|1500489;2026-08-14\|78.71\|1.14\|78.99\|79.28\|76.40\|1144793;2026-08-17\|85.85\|9.07\|78.93\|86.48\|78.93\|1911583;2026-08-18\|85.42\|-0.50\|85.69\|87.50\|84.20\|1508332;2026-08-19\|77.74\|-8.99\|81.11\|83.23\|76.95\|1591708;2026-08-20\|79.48\|2.24\|79.80\|82.13\|77.82\|1234670;2026-08-21\|78.57\|-1.14\|78.29\|80.50\|77.51\|970160;2026-08-24\|73.80\|-6.07\|78.56\|78.56\|72.27\|1119896;2026-08-25\|74.05\|0.34\|72.57\|75.30\|71.06\|861808;2026-08-26\|73.62\|-0.58\|74.25\|74.85\|72.80\|671393;2026-08-27\|76.54\|3.97\|74.28\|76.82\|73.95\|974650;2026-08-28\|74.93\|-2.10\|76.60\|77.98\|74.85\|892019;2026-08-31\|75.75\|1.09\|72.18\|76.00\|72.18\|738559;2026-09-01\|73.29\|-3.25\|75.75\|76.38\|73.00\|578787;2026-09-02\|71.31\|-2.70\|71.75\|72.49\|71.01\|553454;2026-09-03\|71.27\|-0.06\|72.28\|72.52\|70.32\|498105;2026-09-04\|67.36\|-5.49\|71.39\|71.92\|66.63\|1162919;2026-09-07\|69.00\|2.43\|68.59\|69.49\|67.66\|821696;2026-09-08\|68.60\|-0.58\|69.57\|70.30\|68.11\|738361;2026-09-09\|68.64\|0.06\|69.10\|70.28\|68.19\|613675;2026-09-10\|68.12\|-0.76\|68.00\|69.44\|67.12\|481936;2026-09-11\|67.74\|-0.56\|66.50\|68.12\|65.50\|665414;2026-09-14\|66.33\|-2.08\|66.80\|67.37\|65.57\|458552;2026-09-15\|66.86\|0.80\|65.79\|67.90\|65.77\|525796;2026-09-16\|69.55\|4.02\|66.91\|69.80\|66.66\|825628;2026-09-17\|67.75\|-2.59\|69.00\|70.31\|67.65\|718750;2026-09-18\|73.00\|7.75\|69.10\|74.00\|68.54\|1610179;2026-09-21\|72.22\|-1.07\|73.10\|73.35\|71.33\|1153418;2026-09-22\|72.24\|0.03\|73.90\|74.50\|71.60\|1062318;2026-09-23\|71.82\|-0.58\|72.40\|72.52\|70.98\|577050;2026-09-24\|68.78\|-4.17\|70.98\|70.98\|68.78\|540112;2026-09-28\|65.43\|-4.87\|68.40\|68.75\|65.06\|606574;2026-09-29\|65.70\|0.41\|65.38\|66.74\|65.10\|439540;2026-09-30\|64.28\|-2.16\|66.22\|66.36\|64.01\|447229;2026-10-08\|62.60\|-2.61\|64.50\|66.00\|62.20\|488109;2026-10-09\|62.74\|0.22\|62.03\|63.18\|58.73\|685196;2026-10-12\|59.99\|-4.38\|62.30\|62.30\|59.97\|443915;2026-10-13\|60.16\|0.28\|58.72\|61.19\|57.40\|557581;2026-10-14\|58.65\|-2.51\|59.96\|60.99\|58.48\|401151;2026-10-15\|57.50\|-1.96\|56.00\|58.36\|55.64\|673866;2026-10-16\|56.96\|-0.94\|58.24\|58.58\|56.50\|466054;2026-10-19\|56.34\|-1.09\|55.68\|57.21\|54.23\|566272;2026-10-20\|57.25\|1.62\|56.30\|58.12\|56.00\|465131;2026-10-21\|57.23\|-0.03\|57.60\|58.31\|56.99\|370531;2026-10-22\|59.00\|3.09\|57.39\|60.64\|55.33\|976249;2026-10-23\|59.78\|1.32\|56.60\|60.50\|55.67\|979330;2026-10-26\|55.10\|-7.83\|58.58\|58.75\|54.95\|688969;2026-10-27\|53.29\|-3.28\|55.90\|56.58\|53.25\|580904;2026-10-28\|55.41\|3.98\|54.39\|55.72\|53.55\|675899;2026-10-29\|51.87\|-6.39\|54.50\|55.35\|51.85\|642602;2026-10-30\|49.00\|-5.53\|49.29\|52.25\|49.00\|698347;2026-11-02\|50.30\|2.65\|50.00\|50.95\|48.44\|658973;2026-11-03\|47.04\|-6.48\|49.59\|49.94\|46.68\|674765;2026-11-04\|51.74\|9.99\|47.15\|51.74\|47.10\|1036969;2026-11-05\|53.63\|3.65\|51.35\|56.10\|51.00\|1273416;2026-11-06\|52.51\|-2.09\|50.09\|54.12\|50.02\|834262
126594	SK海力士将投资384亿美元建设晶圆厂	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	2026-06-29\|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;2026-09-14\|179.24\|-3.23\|179.00\|182.21\|174.11\|191443;2026-09-15\|185.00\|3.21\|178.61\|190.96\|178.00\|177518;2026-09-16\|189.82\|2.61\|187.96\|193.33\|183.50\|183803;2026-09-17\|196.10\|3.31\|191.72\|199.53\|191.72\|215154;2026-09-18\|205.18\|4.63\|202.00\|209.10\|199.56\|291425;2026-09-21\|207.80\|1.28\|207.00\|212.50\|201.03\|206993;2026-09-22\|208.03\|0.11\|213.99\|218.24\|207.17\|230607;2026-09-23\|210.20\|1.04\|208.60\|214.87\|207.55\|134341;2026-09-24\|207.45\|-1.31\|211.46\|218.55\|205.70\|186858;2026-09-28\|193.00\|-6.97\|206.98\|207.45\|190.70\|171370;2026-09-29\|193.64\|0.33\|190.00\|197.05\|186.00\|140833;2026-09-30\|171.68\|-11.34\|197.00\|199.89\|171.50\|306718;2026-10-08\|153.39\|-10.65\|168.00\|169.90\|152.07\|272862;2026-10-09\|152.02\|-0.89\|151.50\|154.49\|144.02\|199317;2026-10-12\|141.00\|-7.25\|149.99\|150.18\|140.01\|180355;2026-10-13\|139.00\|-1.42\|137.90\|141.44\|132.32\|174874;2026-10-14\|130.21\|-6.32\|136.90\|138.49\|129.58\|159196;2026-10-15\|124.80\|-4.15\|125.27\|128.47\|122.50\|178501;2026-10-16\|126.10\|1.04\|128.00\|131.30\|124.63\|160958;2026-10-19\|124.11\|-1.58\|125.86\|126.20\|118.75\|148835;2026-10-20\|130.00\|4.75\|124.66\|133.50\|122.80\|197770;2026-10-21\|129.63\|-0.28\|132.20\|132.91\|128.76\|129010;2026-10-22\|123.50\|-4.73\|129.66\|129.94\|122.90\|154274;2026-10-23\|124.79\|1.04\|120.59\|126.13\|112.64\|271201;2026-10-26\|119.80\|-4.00\|122.78\|123.31\|119.40\|146795;2026-10-27\|112.35\|-6.22\|122.07\|123.00\|111.30\|148600;2026-10-28\|115.83\|3.10\|114.42\|118.00\|112.52\|140374;2026-10-29\|108.41\|-6.41\|115.45\|115.45\|108.30\|144704;2026-10-30\|98.19\|-9.43\|104.00\|106.36\|98.00\|204733;2026-11-02\|100.57\|2.42\|99.26\|102.40\|94.26\|226171;2026-11-03\|90.70\|-9.81\|97.26\|99.00\|89.23\|249910;2026-11-04\|101.99\|12.45\|91.45\|102.01\|88.00\|257074;2026-11-05\|113.00\|10.80\|98.00\|114.87\|97.00\|327461;2026-11-06\|105.30\|-6.81\|105.00\|111.61\|104.61\|234152
126593	南亚向客户发出涨价函	PCB概念+磷系阻燃剂+泰国基地行业原因： 1、据中国基金报8月17日报道，南亚塑料电子材料事业部向客户发出涨价通知，宣布铜箔基板及半固化片价格自2026年9月1日起调涨20%至25%，PCB上游材料涨价潮持续扩大。 2、中信证券8月17日研报指出，近期PCB/CCL公司密集发布业绩预告，AI高占比公司业绩高增，CCL环节受涨价拉动盈利能力加速释放，看好下半年AI新产能释放及客户加速拉货带来的增长动能。公司原因： 1、据2026年4月1日业绩说明会，公司是全球磷系阻燃剂龙头企业，深耕该领域近30年，核心产品BDP有害杂质指标显著优于全球通行标准，并已向覆铜板、5G通信等新兴应用领域延伸。 2、据2026年6月15日互动易，随着汽车电子、数据中心等领域需求扩张，带动覆铜板行业需求向好，利好覆铜板配套阻燃剂产品市场需求，公司覆铜板阻燃剂已实现投产。 3、据2026年4月1日业绩说明会，公司泰国基地年产3.2万吨磷酸酯阻燃剂项目已进入设备安装阶段，计划2026年上半年试生产，以提升海外市场竞争力。	磷系阻燃剂全球龙头，新型尼龙阻燃剂、覆铜板阻燃剂、PCB光刻胶用树脂等多款新产品已在不同生产基地顺利投产	2026-06-29\|17.59\|5.90\|16.44\|18.27\|16.44\|475728;2026-06-30\|18.12\|3.01\|17.30\|18.25\|16.82\|410697;2026-07-01\|18.50\|2.10\|17.94\|18.73\|17.48\|309880;2026-07-02\|17.82\|-3.68\|17.86\|18.64\|17.78\|223825;2026-07-03\|16.88\|-5.28\|17.82\|17.91\|16.87\|250550;2026-07-06\|16.24\|-3.79\|16.89\|16.95\|16.15\|213050;2026-07-07\|15.88\|-2.22\|15.92\|16.68\|15.74\|135630;2026-07-08\|15.33\|-3.46\|15.97\|16.22\|14.85\|149844;2026-07-09\|15.62\|1.89\|15.61\|15.70\|14.97\|109884;2026-07-10\|15.09\|-3.39\|16.35\|17.18\|15.05\|349617;2026-07-13\|14.61\|-3.18\|14.80\|16.00\|14.55\|232159;2026-07-14\|14.29\|-2.19\|14.46\|14.84\|13.77\|176360;2026-07-15\|13.00\|-9.03\|13.89\|14.53\|12.89\|243057;2026-07-16\|11.90\|-8.46\|13.00\|13.00\|11.72\|184647;2026-07-17\|11.15\|-6.30\|11.80\|12.09\|11.00\|180969;2026-07-20\|10.06\|-9.78\|11.17\|11.36\|10.04\|215799;2026-07-21\|10.22\|1.59\|10.13\|10.32\|9.41\|181303;2026-07-22\|10.13\|-0.88\|10.20\|10.35\|9.96\|131554;2026-07-23\|10.18\|0.49\|10.02\|10.57\|10.02\|115630;2026-07-24\|9.92\|-2.55\|10.10\|10.23\|9.84\|91902;2026-07-27\|10.20\|2.82\|9.89\|10.45\|9.85\|97118;2026-07-28\|9.96\|-2.35\|10.20\|10.45\|9.93\|104108;2026-07-29\|9.97\|0.10\|9.94\|10.07\|9.63\|110695;2026-07-30\|9.63\|-3.41\|9.84\|9.98\|9.52\|105845;2026-07-31\|9.88\|2.60\|9.74\|10.19\|9.74\|115645;2026-08-03\|10.09\|2.13\|9.86\|10.15\|9.86\|86566;2026-08-04\|10.23\|1.39\|10.19\|10.30\|10.08\|86244;2026-08-05\|10.61\|3.71\|10.25\|10.74\|10.22\|107644;2026-08-06\|10.79\|1.70\|10.54\|10.79\|10.47\|81316;2026-08-07\|10.90\|1.02\|10.79\|10.99\|10.56\|111256;2026-08-10\|11.35\|4.13\|10.93\|11.36\|10.73\|98498;2026-08-11\|11.25\|-0.88\|11.25\|11.41\|11.17\|83368;2026-08-12\|11.32\|0.62\|11.23\|11.35\|11.17\|59972;2026-08-13\|11.09\|-2.03\|11.55\|11.58\|11.09\|78595;2026-08-14\|11.26\|1.53\|11.10\|11.29\|10.98\|48316;2026-08-17\|12.39\|10.04\|11.21\|12.39\|11.21\|136677;2026-08-18\|12.25\|-1.13\|12.56\|12.63\|11.88\|148115;2026-08-19\|11.68\|-4.65\|11.97\|12.38\|11.63\|107688;2026-08-20\|11.90\|1.88\|11.86\|12.23\|11.61\|101101;2026-08-21\|11.76\|-1.18\|11.90\|11.94\|11.41\|65918;2026-08-24\|11.45\|-2.64\|11.74\|12.09\|11.23\|91307;2026-08-25\|11.34\|-0.96\|11.28\|11.37\|10.99\|74487;2026-08-26\|11.37\|0.26\|11.34\|11.50\|11.18\|58856;2026-08-27\|11.63\|2.29\|11.26\|11.76\|11.19\|78252;2026-08-28\|12.16\|4.56\|11.71\|12.44\|11.68\|134904;2026-08-31\|12.17\|0.08\|12.02\|12.23\|11.93\|71014;2026-09-01\|11.83\|-2.79\|12.10\|12.25\|11.82\|71305;2026-09-02\|11.62\|-1.78\|11.80\|11.80\|11.50\|51780;2026-09-03\|11.79\|1.46\|11.62\|11.95\|11.50\|56511;2026-09-04\|11.60\|-1.61\|11.80\|12.16\|11.52\|50332;2026-09-07\|11.42\|-1.55\|11.64\|11.76\|11.40\|60230;2026-09-08\|11.35\|-0.61\|11.50\|11.54\|11.29\|57845;2026-09-09\|11.57\|1.94\|11.36\|11.59\|11.24\|59298;2026-09-10\|11.79\|1.90\|11.51\|11.90\|11.22\|93563;2026-09-11\|11.43\|-3.05\|11.67\|11.68\|11.05\|97327;2026-09-14\|11.58\|1.31\|11.33\|11.67\|11.25\|53488;2026-09-15\|11.73\|1.30\|11.75\|11.86\|11.41\|55628;2026-09-16\|12.29\|4.77\|11.80\|12.51\|11.71\|174408;2026-09-17\|12.10\|-1.55\|12.25\|12.50\|11.88\|118373;2026-09-18\|12.29\|1.57\|12.11\|12.38\|12.11\|76241;2026-09-21\|12.78\|3.99\|12.37\|12.95\|12.29\|119317;2026-09-22\|12.50\|-2.19\|12.80\|12.84\|12.37\|105314;2026-09-23\|12.45\|-0.40\|12.50\|12.57\|12.24\|55642;2026-09-24\|12.63\|1.45\|12.35\|12.85\|12.27\|98994;2026-09-28\|12.10\|-4.20\|12.52\|12.52\|11.84\|94891;2026-09-29\|12.07\|-0.25\|12.04\|12.24\|11.96\|46127;2026-09-30\|12.29\|1.82\|12.13\|12.68\|12.13\|68797;2026-10-08\|12.18\|-0.90\|12.43\|12.56\|12.14\|58504;2026-10-09\|12.48\|2.46\|12.18\|12.55\|11.83\|87768;2026-10-12\|11.97\|-4.09\|12.54\|12.55\|11.87\|84482;2026-10-13\|12.04\|0.58\|11.97\|12.10\|11.57\|45007;2026-10-14\|11.91\|-1.08\|12.02\|12.48\|11.86\|61209;2026-10-15\|11.63\|-2.35\|11.53\|11.75\|11.42\|56391;2026-10-16\|11.75\|1.03\|11.70\|11.91\|11.58\|54621;2026-10-19\|11.26\|-4.17\|11.75\|11.75\|11.00\|79472;2026-10-20\|11.24\|-0.18\|11.31\|11.65\|11.12\|48214;2026-10-21\|11.27\|0.27\|11.32\|11.36\|11.09\|47413;2026-10-22\|11.05\|-1.95\|11.31\|11.49\|11.01\|46570;2026-10-23\|10.99\|-0.54\|11.00\|11.02\|10.23\|85025;2026-10-26\|10.42\|-5.19\|11.27\|11.41\|10.34\|111768;2026-10-27\|10.05\|-3.55\|10.50\|10.73\|10.05\|77994;2026-10-28\|10.15\|0.99\|10.11\|10.25\|9.95\|61031;2026-10-29\|9.71\|-4.33\|10.23\|10.23\|9.60\|65370;2026-10-30\|9.30\|-4.22\|9.50\|9.87\|9.20\|79330;2026-11-02\|9.26\|-0.43\|9.39\|9.40\|9.00\|59216;2026-11-03\|9.17\|-0.97\|9.23\|9.39\|9.11\|64758;2026-11-04\|9.70\|5.78\|9.16\|9.70\|9.09\|80804;2026-11-05\|9.91\|2.16\|9.70\|9.95\|9.56\|45287;2026-11-06\|9.71\|-2.02\|9.75\|9.88\|9.60\|32076
126592	1-7月中国创新药BD交易总金额达1063亿美元	中药+CRO+国企改革 1、据2026年6月1日投资者关系活动记录表，公司主营业务涵盖药品制剂、中药饮片、药品研发服务CRO三大板块，子公司新领先提供药学研究及临床CRO全链条服务。 2、据2026年6月1日投资者关系活动记录表，公司控股股东、实控人拟变更为江西省国资委事项已获反垄断审查通过，目前处于有权国资主管部门审批阶段。 3、据2026年4月15日年报，公司2026年经营计划聚焦中药制造与药品研发服务业务，强化产品矩阵建设与渠道管控，精进CRO研发服务实力。	河南省著名中药企业；公司药品制剂业务以中药口服制剂为主，治疗领域覆盖呼吸系统、心脑血管、消化系统、神经系统及妇科疾病	2026-06-29\|7.25\|10.02\|6.73\|7.25\|6.73\|117720;2026-06-30\|7.26\|0.14\|7.90\|7.90\|7.07\|389186;2026-07-01\|7.52\|3.58\|7.16\|7.67\|6.88\|337163;2026-07-02\|7.30\|-2.93\|7.38\|7.80\|7.30\|232196;2026-07-03\|7.91\|8.36\|7.35\|8.03\|7.30\|445138;2026-07-06\|8.07\|2.02\|7.80\|8.28\|7.80\|388096;2026-07-07\|7.72\|-4.34\|8.02\|8.13\|7.71\|219552;2026-07-08\|7.48\|-3.11\|7.70\|7.85\|7.44\|180782;2026-07-09\|7.39\|-1.20\|7.43\|7.59\|6.90\|288267;2026-07-10\|7.41\|0.27\|7.30\|7.54\|7.21\|171322;2026-07-13\|7.20\|-2.83\|7.43\|7.55\|7.16\|162182;2026-07-14\|7.82\|8.61\|7.10\|7.86\|7.00\|256724;2026-07-15\|7.89\|0.90\|7.60\|8.05\|7.55\|284833;2026-07-16\|7.92\|0.38\|7.85\|8.23\|7.72\|351431;2026-07-17\|7.45\|-5.93\|7.88\|7.95\|7.43\|256636;2026-07-20\|7.22\|-3.09\|7.50\|7.60\|7.12\|246688;2026-07-21\|7.06\|-2.22\|7.32\|7.32\|6.50\|290625;2026-07-22\|6.98\|-1.13\|7.00\|7.27\|6.87\|144975;2026-07-23\|7.05\|1.00\|6.91\|7.07\|6.84\|131336;2026-07-24\|6.90\|-2.13\|6.89\|7.09\|6.89\|100327;2026-07-27\|7.14\|3.48\|6.90\|7.16\|6.83\|115986;2026-07-28\|6.93\|-2.94\|7.09\|7.21\|6.89\|109667;2026-07-29\|6.89\|-0.58\|6.96\|6.96\|6.81\|85714;2026-07-30\|6.68\|-3.05\|6.86\|6.95\|6.67\|111621;2026-07-31\|6.93\|3.74\|6.78\|7.04\|6.75\|136240;2026-08-03\|7.28\|5.05\|6.90\|7.38\|6.90\|193050;2026-08-04\|7.48\|2.75\|7.29\|7.49\|7.29\|154699;2026-08-05\|7.44\|-0.53\|7.48\|7.68\|7.36\|163811;2026-08-06\|7.63\|2.55\|7.44\|7.63\|7.40\|130896;2026-08-07\|7.82\|2.49\|7.64\|7.89\|7.50\|216750;2026-08-10\|7.81\|-0.13\|7.82\|8.08\|7.70\|157970;2026-08-11\|7.72\|-1.15\|7.80\|7.92\|7.71\|142838;2026-08-12\|7.85\|1.68\|7.68\|8.13\|7.63\|200471;2026-08-13\|8.07\|2.80\|7.86\|8.29\|7.74\|336101;2026-08-14\|8.14\|0.87\|8.03\|8.30\|7.89\|219805;2026-08-17\|8.95\|9.95\|8.18\|8.95\|7.99\|637379;2026-08-18\|8.36\|-6.59\|8.80\|8.86\|8.25\|542360;2026-08-19\|8.10\|-3.11\|8.23\|8.91\|8.07\|350045;2026-08-20\|8.11\|0.12\|8.30\|8.39\|8.08\|291105;2026-08-21\|7.84\|-3.33\|8.11\|8.11\|7.75\|225501;2026-08-24\|7.55\|-3.70\|7.85\|7.94\|7.46\|189639;2026-08-25\|7.98\|5.70\|7.56\|8.02\|7.48\|288731;2026-08-26\|8.00\|0.25\|8.05\|8.29\|7.96\|197872;2026-08-27\|8.17\|2.12\|7.96\|8.23\|7.88\|231755;2026-08-28\|7.91\|-3.18\|8.10\|8.17\|7.90\|199079;2026-08-31\|8.13\|2.78\|7.84\|8.14\|7.72\|165615;2026-09-01\|8.58\|5.54\|8.11\|8.60\|8.07\|249840;2026-09-02\|8.60\|0.23\|8.50\|8.73\|8.37\|215979;2026-09-03\|8.61\|0.12\|8.55\|8.84\|8.49\|176928;2026-09-04\|8.50\|-1.28\|8.59\|8.79\|8.40\|163252;2026-09-07\|8.48\|-0.24\|8.55\|8.69\|8.40\|127547;2026-09-08\|8.39\|-1.06\|8.50\|8.50\|8.20\|130107;2026-09-09\|8.22\|-2.03\|8.39\|8.42\|8.15\|119493;2026-09-10\|7.86\|-4.38\|8.17\|8.18\|7.83\|133861;2026-09-11\|7.53\|-4.20\|7.80\|7.80\|7.44\|169353;2026-09-14\|7.55\|0.27\|7.50\|7.61\|7.38\|144656;2026-09-15\|7.62\|0.93\|7.49\|8.05\|7.48\|243061;2026-09-16\|7.54\|-1.05\|7.66\|7.80\|7.48\|160048;2026-09-17\|7.74\|2.65\|7.50\|7.85\|7.48\|156808;2026-09-18\|7.81\|0.90\|7.77\|7.85\|7.64\|162701;2026-09-21\|7.90\|1.15\|7.79\|8.07\|7.76\|185898;2026-09-22\|8.12\|2.78\|7.85\|8.30\|7.84\|272772;2026-09-23\|8.03\|-1.11\|8.12\|8.20\|7.98\|153076;2026-09-24\|8.03\|0.00\|7.96\|8.16\|7.93\|140222;2026-09-28\|8.07\|0.50\|8.09\|8.16\|7.87\|161494;2026-09-29\|7.87\|-2.48\|7.99\|8.11\|7.86\|119867;2026-09-30\|7.89\|0.25\|7.93\|8.02\|7.84\|101708;2026-10-08\|7.62\|-3.42\|8.03\|8.05\|7.56\|152994;2026-10-09\|7.78\|2.10\|7.62\|7.80\|7.36\|135629;2026-10-12\|7.45\|-4.24\|7.74\|7.79\|7.43\|116988;2026-10-13\|7.57\|1.61\|7.41\|7.60\|7.03\|160134;2026-10-14\|7.21\|-4.76\|7.60\|7.60\|7.21\|113607;2026-10-15\|7.04\|-2.36\|7.16\|7.24\|7.00\|123003;2026-10-16\|7.12\|1.14\|7.08\|7.38\|7.05\|124051;2026-10-19\|7.02\|-1.40\|7.05\|7.13\|6.77\|135714;2026-10-20\|7.09\|1.00\|7.01\|7.20\|6.96\|87005;2026-10-21\|7.03\|-0.85\|7.17\|7.25\|6.99\|74600;2026-10-22\|6.70\|-4.69\|7.08\|7.08\|6.68\|99434;2026-10-23\|6.65\|-0.75\|6.68\|6.68\|6.30\|144751;2026-10-26\|6.57\|-1.20\|6.65\|6.68\|6.50\|68932;2026-10-27\|6.40\|-2.59\|6.60\|6.67\|6.40\|94963;2026-10-28\|6.57\|2.66\|6.42\|6.62\|6.41\|84606;2026-10-29\|6.53\|-0.61\|6.53\|6.68\|6.50\|94991;2026-10-30\|6.50\|-0.46\|6.47\|6.79\|6.38\|137046;2026-11-02\|6.70\|3.08\|6.48\|6.72\|6.34\|140058;2026-11-03\|6.55\|-2.24\|6.70\|6.74\|6.50\|80561;2026-11-04\|6.63\|1.22\|6.61\|6.64\|6.41\|106379;2026-11-05\|6.69\|0.91\|6.61\|6.75\|6.60\|82304;2026-11-06\|6.48\|-3.14\|6.53\|6.63\|6.46\|89715
126591		电网设备出海+特高压+半年报增长 1、据2026年8月13日半年报，公司2026年上半年实现营收8.95亿元，同比增长26.98%；归母净利润2.15亿元，同比增长34.01%。 2、据2026年8月13日半年报，公司2026年上半年成功中标英国国家电网、比利时电网线路复合绝缘子框架采购项目，线路产品正式进入欧洲发达国家骨干电网体系。 3、据2026年8月13日半年报，公司主要从事电力系统外绝缘系列产品的研发、生产与销售，其变电站复合外绝缘产品在特高压交直流工程上的应用打破了国际厂商对高端变电站用绝缘子市场的垄断。	1、线路复合绝缘子龙头企业，在国内特高压交流和各电压等级直流输电线路工程中，中标量位居前列；上半年净利润同比增长177.52%； 2、公司420KV T型复合横担塔有应用于英国欣克利核电站送出工程，电站复合绝缘子和密封件产品亦可用于核电项目工程配套变电站中的电气设备	2026-06-29\|51.75\|-0.23\|51.75\|52.40\|50.78\|26722;2026-06-30\|50.90\|-1.64\|52.00\|52.00\|50.39\|27731;2026-07-01\|48.62\|-4.48\|51.01\|51.01\|48.00\|35744;2026-07-02\|48.95\|0.68\|48.62\|51.20\|48.18\|34908;2026-07-03\|51.70\|5.62\|48.98\|52.77\|48.50\|41609;2026-07-06\|53.51\|3.50\|52.10\|55.62\|51.01\|43112;2026-07-07\|50.42\|-5.77\|53.27\|54.30\|50.30\|27580;2026-07-08\|49.14\|-2.54\|50.49\|51.40\|48.89\|24980;2026-07-09\|48.98\|-0.33\|49.14\|49.50\|46.73\|33626;2026-07-10\|48.27\|-1.45\|48.99\|50.60\|48.11\|29775;2026-07-13\|45.90\|-4.91\|48.27\|48.88\|45.60\|25353;2026-07-14\|46.89\|2.16\|46.60\|47.30\|45.01\|27456;2026-07-15\|45.65\|-2.64\|46.33\|47.16\|45.41\|16793;2026-07-16\|42.85\|-6.13\|46.50\|46.50\|42.63\|30089;2026-07-17\|42.87\|0.05\|43.05\|45.50\|42.44\|60853;2026-07-20\|42.85\|-0.05\|42.88\|44.79\|42.10\|41062;2026-07-21\|44.07\|2.85\|42.66\|44.08\|41.63\|36641;2026-07-22\|42.87\|-2.72\|43.85\|44.07\|42.66\|26076;2026-07-23\|44.76\|4.41\|42.50\|46.00\|42.50\|49807;2026-07-24\|42.41\|-5.25\|44.72\|44.72\|42.38\|28838;2026-07-27\|45.14\|6.44\|42.35\|45.24\|42.21\|37955;2026-07-28\|43.38\|-3.90\|45.66\|45.66\|43.23\|28111;2026-07-29\|44.97\|3.67\|43.38\|45.40\|42.66\|35087;2026-07-30\|43.83\|-2.54\|44.97\|45.36\|43.06\|32311;2026-07-31\|42.12\|-3.90\|44.88\|44.88\|41.96\|58189;2026-08-03\|42.13\|0.02\|42.13\|43.40\|41.70\|40004;2026-08-04\|43.27\|2.71\|42.20\|43.90\|42.00\|38831;2026-08-05\|45.14\|4.32\|43.28\|45.18\|42.71\|41878;2026-08-06\|45.05\|-0.20\|45.00\|45.17\|43.86\|26127;2026-08-07\|44.84\|-0.47\|45.20\|45.40\|44.41\|29318;2026-08-10\|45.39\|1.23\|45.12\|45.65\|44.46\|33742;2026-08-11\|47.38\|4.38\|45.40\|48.50\|44.70\|70674;2026-08-12\|47.55\|0.36\|47.26\|48.22\|46.31\|50920;2026-08-13\|45.77\|-3.74\|46.90\|48.88\|45.71\|66036;2026-08-14\|47.11\|2.93\|46.76\|47.55\|45.20\|61087;2026-08-17\|51.82\|10.00\|47.31\|51.82\|47.00\|78703;2026-08-18\|51.88\|0.12\|52.06\|54.50\|51.16\|75325;2026-08-19\|50.67\|-2.33\|51.13\|52.80\|50.56\|52024;2026-08-20\|48.88\|-3.53\|51.00\|52.30\|48.81\|41172;2026-08-21\|49.38\|1.02\|48.89\|50.35\|48.17\|33527;2026-08-24\|46.72\|-5.39\|49.41\|49.75\|45.75\|34182;2026-08-25\|46.90\|0.39\|46.30\|47.18\|45.53\|26950;2026-08-26\|47.30\|0.85\|47.26\|47.55\|46.02\|25772;2026-08-27\|47.47\|0.36\|47.30\|47.84\|43.41\|88440;2026-08-28\|48.12\|1.37\|46.53\|49.35\|46.10\|47240;2026-08-31\|46.65\|-3.05\|48.10\|48.62\|46.14\|32780;2026-09-01\|45.81\|-1.80\|46.50\|47.66\|45.70\|29242;2026-09-02\|50.39\|10.00\|45.42\|50.39\|44.63\|80400;2026-09-03\|49.17\|-2.42\|51.43\|51.52\|48.69\|87883;2026-09-04\|49.00\|-0.35\|48.93\|50.49\|48.65\|56826;2026-09-07\|50.00\|2.04\|49.20\|50.98\|48.90\|64200;2026-09-08\|49.30\|-1.40\|50.00\|50.63\|49.21\|42898;2026-09-09\|47.75\|-3.14\|49.01\|49.30\|47.61\|39685;2026-09-10\|44.13\|-7.58\|48.40\|48.40\|44.03\|87344;2026-09-11\|43.02\|-2.52\|43.85\|43.85\|41.60\|64820;2026-09-14\|43.27\|0.58\|42.58\|43.33\|42.30\|25932;2026-09-15\|43.50\|0.53\|43.23\|44.15\|42.80\|22656;2026-09-16\|44.65\|2.64\|43.64\|45.30\|43.24\|39004;2026-09-17\|43.50\|-2.58\|44.19\|44.97\|43.40\|26622;2026-09-18\|44.05\|1.26\|43.80\|44.36\|43.49\|22860;2026-09-21\|45.00\|2.16\|45.48\|45.50\|44.11\|32317;2026-09-22\|46.72\|3.82\|45.20\|46.88\|44.88\|51045;2026-09-23\|46.01\|-1.52\|46.71\|47.39\|45.66\|24042;2026-09-24\|44.81\|-2.61\|45.80\|46.39\|44.71\|17395;2026-09-28\|42.60\|-4.93\|44.79\|44.79\|42.23\|19199;2026-09-29\|40.90\|-3.99\|42.37\|42.65\|40.38\|32929;2026-09-30\|41.22\|0.78\|40.99\|41.75\|40.35\|27281;2026-10-08\|40.71\|-1.24\|41.22\|42.44\|40.30\|28465;2026-10-09\|40.00\|-1.74\|40.71\|41.58\|38.50\|45549;2026-10-12\|39.56\|-1.10\|40.08\|40.80\|39.50\|22141;2026-10-13\|38.29\|-3.21\|39.50\|39.50\|37.80\|32907;2026-10-14\|37.31\|-2.56\|38.20\|38.50\|37.00\|33810;2026-10-15\|36.08\|-3.30\|36.29\|36.80\|35.50\|30238;2026-10-16\|36.59\|1.41\|36.80\|37.19\|35.65\|39346;2026-10-19\|36.80\|0.57\|36.00\|37.67\|35.96\|26085;2026-10-20\|36.14\|-1.79\|36.62\|36.91\|35.77\|24959;2026-10-21\|34.13\|-5.56\|36.14\|36.75\|33.90\|77286;2026-10-22\|34.00\|-0.38\|34.08\|35.98\|33.75\|73215;2026-10-23\|34.74\|2.18\|33.97\|34.80\|32.20\|49737;2026-10-26\|32.53\|-6.36\|34.32\|34.39\|32.36\|54520;2026-10-27\|32.01\|-1.60\|32.75\|33.24\|32.01\|34134;2026-10-28\|32.97\|3.00\|32.38\|33.25\|31.94\|37536;2026-10-29\|31.51\|-4.43\|32.10\|32.66\|30.82\|44945;2026-10-30\|31.30\|-0.67\|31.03\|32.10\|30.44\|49952;2026-11-02\|31.55\|0.80\|31.27\|32.07\|31.10\|42335;2026-11-03\|31.79\|0.76\|31.40\|32.80\|31.20\|37912;2026-11-04\|33.00\|3.81\|31.75\|33.50\|30.90\|48917;2026-11-05\|34.35\|4.09\|32.76\|35.70\|32.76\|74179;2026-11-06\|34.41\|0.17\|33.50\|36.08\|33.50\|70074
126590	宇树科技上市在即	PCB业务+半导体检测+人形机器人行业原因： 1、据财闻，业内消息人士透露，英伟达已与ODM合作伙伴敲定下一代AI芯片Vera Rubin的量产方案，计划于6月进入试产阶段，7月起开始向北美主要云服务商发货。 2、天风证券指出，英伟达全新架构发布带动PCB用量增长2-3倍、价值量提升4-5倍。公司原因： 1、据2026年4月25日年报，公司具身智能方案2025年新签2.26亿元，同比增70.95%，人形机器人大脑域控制器已获智元、银河通用、傅里叶等主流厂商批量订单。 2、据2026年4月25日年报，公司PCB业务2025年AOI检测设备订单同比增74.40%，高端LDI、激光钻孔装备批量交付东山精密、沪电股份等头部客户。 3、据2026年3月28日公告，公司拟10亿元投建苏州高端视觉装备产业化项目，用于具身智能及PCB、半导体检测装备规模化扩产。	公司人形机器人大脑控制器已获得多个知名客户订单，并有更多客户正在验证中	2026-06-29\|120.92\|-5.47\|128.64\|133.22\|113.23\|115830;2026-06-30\|127.30\|5.28\|119.55\|128.01\|119.55\|78818;2026-07-01\|130.74\|2.70\|127.99\|138.00\|123.34\|111481;2026-07-02\|116.04\|-11.24\|121.52\|128.17\|113.88\|99262;2026-07-03\|110.90\|-4.43\|115.61\|116.85\|109.00\|71721;2026-07-06\|104.50\|-5.77\|111.55\|112.75\|104.00\|70565;2026-07-07\|98.97\|-5.29\|104.29\|104.44\|97.20\|68027;2026-07-08\|98.21\|-0.77\|99.34\|100.99\|95.39\|46053;2026-07-09\|102.87\|4.74\|99.90\|103.70\|95.33\|57483;2026-07-10\|96.49\|-6.20\|104.66\|106.69\|96.00\|62826;2026-07-13\|87.49\|-9.33\|95.80\|96.32\|86.88\|62307;2026-07-14\|90.33\|3.25\|88.43\|91.48\|86.10\|53444;2026-07-15\|86.79\|-3.92\|92.03\|92.10\|85.60\|40776;2026-07-16\|82.00\|-5.52\|85.50\|87.49\|81.00\|46274;2026-07-17\|74.84\|-8.73\|82.00\|82.57\|73.20\|70813;2026-07-20\|66.46\|-11.20\|76.90\|78.00\|63.79\|89410;2026-07-21\|79.75\|20.00\|67.79\|79.75\|62.77\|95733;2026-07-22\|76.44\|-4.15\|78.04\|82.00\|76.11\|92109;2026-07-23\|74.03\|-3.15\|76.88\|78.56\|73.36\|49208;2026-07-24\|74.19\|0.22\|74.50\|76.03\|72.24\|45520;2026-07-27\|76.20\|2.71\|74.28\|76.66\|72.28\|43213;2026-07-28\|71.10\|-6.69\|74.96\|76.39\|70.28\|38594;2026-07-29\|69.96\|-1.60\|72.89\|73.01\|65.51\|79959;2026-07-30\|64.45\|-7.88\|70.86\|71.36\|63.83\|78575;2026-07-31\|68.80\|6.75\|70.70\|73.80\|68.80\|79905;2026-08-03\|63.66\|-7.47\|68.81\|69.56\|63.51\|62692;2026-08-04\|70.80\|11.22\|64.08\|71.45\|63.65\|76072;2026-08-05\|75.79\|7.05\|70.60\|77.27\|70.00\|62855;2026-08-06\|77.66\|2.47\|74.00\|78.30\|73.66\|53762;2026-08-07\|78.90\|1.60\|77.75\|79.48\|75.68\|52428;2026-08-10\|77.50\|-1.77\|78.95\|79.23\|75.51\|39017;2026-08-11\|78.06\|0.72\|76.60\|79.29\|74.81\|50627;2026-08-12\|79.93\|2.40\|78.06\|80.25\|77.00\|38919;2026-08-13\|77.50\|-3.04\|80.99\|82.78\|77.11\|48856;2026-08-14\|79.00\|1.94\|78.48\|79.98\|76.31\|40200;2026-08-17\|94.80\|20.00\|82.00\|94.80\|82.00\|122055;2026-08-18\|90.20\|-4.85\|93.54\|93.69\|87.19\|102009;2026-08-19\|81.51\|-9.63\|85.98\|88.00\|80.62\|93084;2026-08-20\|87.16\|6.93\|84.00\|89.99\|83.88\|110853;2026-08-21\|85.00\|-2.48\|86.28\|89.87\|83.01\|67884;2026-08-24\|82.74\|-2.66\|85.40\|87.49\|80.36\|56702;2026-08-25\|81.80\|-1.14\|81.41\|82.73\|77.86\|48908;2026-08-26\|82.28\|0.59\|81.85\|83.50\|79.51\|47610;2026-08-27\|85.06\|3.38\|79.66\|85.35\|78.20\|87652;2026-08-28\|80.99\|-4.78\|84.03\|85.08\|80.95\|54081;2026-08-31\|82.85\|2.30\|78.76\|83.48\|78.76\|42472;2026-09-01\|77.88\|-6.00\|82.53\|82.88\|77.30\|60445;2026-09-02\|76.63\|-1.60\|76.40\|77.76\|75.51\|40784;2026-09-03\|77.51\|1.15\|77.51\|78.38\|75.70\|33527;2026-09-04\|75.01\|-3.23\|78.20\|81.77\|74.36\|45219;2026-09-07\|80.50\|7.32\|76.00\|81.30\|74.08\|60892;2026-09-08\|80.41\|-0.11\|80.53\|83.50\|79.80\|45878;2026-09-09\|80.04\|-0.46\|81.00\|83.20\|79.30\|31233;2026-09-10\|77.97\|-2.59\|79.28\|79.99\|77.56\|28675;2026-09-11\|75.94\|-2.60\|77.46\|77.46\|72.00\|43386;2026-09-14\|79.11\|4.17\|75.00\|80.28\|73.65\|49892;2026-09-15\|79.10\|-0.01\|79.60\|81.26\|78.45\|28755;2026-09-16\|82.03\|3.70\|79.50\|83.10\|78.02\|42219;2026-09-17\|81.20\|-1.01\|82.34\|83.50\|80.60\|27774;2026-09-18\|83.70\|3.08\|82.50\|84.60\|81.28\|44874;2026-09-21\|82.20\|-1.79\|83.50\|84.51\|81.40\|38673;2026-09-22\|81.85\|-0.43\|83.18\|84.61\|81.62\|31126;2026-09-23\|82.80\|1.16\|82.30\|84.37\|81.36\|38758;2026-09-24\|79.30\|-4.23\|81.89\|82.92\|79.10\|27140;2026-09-28\|74.69\|-5.81\|80.18\|80.38\|73.63\|34395;2026-09-29\|74.46\|-0.31\|74.65\|75.75\|74.00\|23805;2026-09-30\|71.90\|-3.44\|75.60\|75.61\|71.70\|26261;2026-10-08\|69.27\|-3.66\|72.00\|74.60\|68.33\|29909;2026-10-09\|66.22\|-4.40\|70.05\|70.06\|62.67\|42690;2026-10-12\|65.30\|-1.39\|66.56\|67.19\|64.67\|28712;2026-10-13\|66.68\|2.11\|64.05\|67.30\|61.82\|35275;2026-10-14\|63.96\|-4.08\|66.41\|66.85\|63.75\|25988;2026-10-15\|60.95\|-4.71\|62.00\|62.98\|60.18\|32785;2026-10-16\|60.56\|-0.64\|62.23\|62.40\|59.66\|25847;2026-10-19\|61.70\|1.88\|59.96\|62.85\|57.21\|39058;2026-10-20\|66.42\|7.65\|61.73\|67.98\|60.61\|65491;2026-10-21\|68.41\|3.00\|66.52\|69.49\|66.52\|60684;2026-10-22\|64.18\|-6.18\|67.85\|68.80\|64.01\|46161;2026-10-23\|69.44\|8.20\|63.03\|69.49\|58.66\|74200;2026-10-26\|67.61\|-2.64\|70.00\|71.68\|67.11\|96573;2026-10-27\|61.61\|-8.87\|66.00\|67.68\|61.54\|71551;2026-10-28\|65.66\|6.57\|62.81\|67.67\|62.33\|76551;2026-10-29\|59.42\|-9.50\|64.82\|65.03\|59.26\|62128;2026-10-30\|55.82\|-6.06\|56.50\|60.49\|55.82\|57867;2026-11-02\|56.75\|1.67\|55.99\|58.44\|54.04\|53666;2026-11-03\|52.68\|-7.17\|55.50\|56.88\|52.00\|51384;2026-11-04\|59.55\|13.04\|53.03\|60.24\|51.78\|80872;2026-11-05\|60.57\|1.71\|57.91\|62.88\|57.52\|54116;2026-11-06\|58.21\|-3.90\|57.55\|59.25\|56.21\|48170
126589		热电联产+弗迪电池供热+储能 1、据2026年6月17日互动易，公司已于2026年5月开始向绍兴弗迪电池有限公司供汽，供热量增加明显，后续随着弗迪电池产能逐步爬坡，供汽量有望持续提升，将进一步增厚公司热力业务收益。 2、据2025年年度报告，公司是浙江省嵊州市唯一公用热电联产企业，主营蒸汽、电力及压缩空气供应，2025年综合热效率达85.85%。 3、据2026年5月20日业绩说明会，容量电价政策落地使储能业务盈利模式更加完善，公司100MW/220MWh电网侧储能可参与调频、调峰等多种辅助服务，多元收益渠道全面打通，项目经济性大幅改善。	公司专业从事热电联产业务	2026-06-29\|7.63\|-1.17\|7.58\|7.75\|7.41\|97451;2026-06-30\|7.71\|1.05\|7.63\|7.74\|7.47\|82951;2026-07-01\|7.81\|1.30\|7.67\|7.85\|7.66\|105243;2026-07-02\|7.83\|0.26\|7.81\|8.05\|7.77\|117878;2026-07-03\|8.00\|2.17\|7.83\|8.09\|7.66\|105229;2026-07-06\|7.76\|-3.00\|8.08\|8.16\|7.75\|94816;2026-07-07\|7.49\|-3.48\|7.73\|7.80\|7.45\|74691;2026-07-08\|7.29\|-2.67\|7.54\|7.54\|7.25\|75236;2026-07-09\|7.38\|1.23\|7.33\|7.48\|7.18\|85898;2026-07-10\|7.55\|2.30\|7.47\|7.74\|7.26\|106222;2026-07-13\|7.16\|-5.17\|7.54\|7.58\|7.13\|97374;2026-07-14\|7.30\|1.96\|7.13\|7.31\|7.05\|78199;2026-07-15\|7.35\|0.68\|7.30\|7.53\|7.26\|70326;2026-07-16\|7.27\|-1.09\|7.35\|7.40\|7.21\|61412;2026-07-17\|7.15\|-1.65\|7.23\|7.44\|7.07\|149927;2026-07-20\|7.27\|1.68\|7.10\|7.47\|7.08\|184910;2026-07-21\|6.98\|-3.99\|7.20\|7.20\|6.66\|194300;2026-07-22\|7.68\|10.03\|6.87\|7.68\|6.82\|102641;2026-07-23\|8.45\|10.03\|8.34\|8.45\|8.17\|136471;2026-07-24\|8.64\|2.25\|8.65\|9.00\|8.05\|644509;2026-07-27\|8.39\|-2.89\|7.78\|8.75\|7.78\|453030;2026-07-28\|9.23\|10.01\|8.13\|9.23\|8.13\|522124;2026-07-29\|8.74\|-5.31\|9.15\|9.17\|8.33\|520815;2026-07-30\|8.19\|-6.29\|8.58\|8.70\|8.10\|378296;2026-07-31\|8.32\|1.59\|7.93\|8.42\|7.88\|269389;2026-08-03\|8.44\|1.44\|8.31\|8.52\|8.28\|208837;2026-08-04\|8.55\|1.30\|8.45\|8.69\|8.42\|217922;2026-08-05\|8.57\|0.23\|8.60\|8.77\|8.43\|203391;2026-08-06\|8.52\|-0.58\|8.53\|8.57\|8.39\|153847;2026-08-07\|8.48\|-0.47\|8.52\|8.52\|8.30\|113160;2026-08-10\|9.33\|10.02\|8.51\|9.33\|8.47\|217329;2026-08-11\|9.10\|-2.47\|9.43\|9.55\|9.02\|383915;2026-08-12\|9.09\|-0.11\|9.07\|9.29\|9.02\|199705;2026-08-13\|9.05\|-0.44\|9.11\|9.18\|8.97\|223610;2026-08-14\|8.66\|-4.31\|9.10\|9.10\|8.56\|196257;2026-08-17\|9.53\|10.05\|8.55\|9.53\|8.40\|310123;2026-08-18\|9.72\|1.99\|9.54\|9.96\|9.47\|381794;2026-08-19\|9.14\|-5.97\|9.70\|10.00\|9.06\|253032;2026-08-20\|9.01\|-1.42\|9.18\|9.50\|9.00\|208205;2026-08-21\|9.21\|2.22\|8.99\|9.90\|8.94\|396636;2026-08-24\|8.92\|-3.15\|8.63\|9.10\|8.45\|339853;2026-08-25\|9.00\|0.90\|8.71\|9.39\|8.71\|275878;2026-08-26\|9.90\|10.00\|8.91\|9.90\|8.65\|271691;2026-08-27\|9.79\|-1.11\|10.01\|10.23\|9.65\|544969;2026-08-28\|10.16\|3.78\|9.83\|10.44\|9.68\|532622;2026-08-31\|10.59\|4.23\|10.43\|10.81\|10.05\|548560;2026-09-01\|10.92\|3.12\|10.23\|11.07\|10.10\|462702;2026-09-02\|10.20\|-6.59\|10.52\|10.60\|10.00\|319282;2026-09-03\|10.34\|1.37\|10.11\|10.98\|10.00\|320892;2026-09-04\|10.68\|3.29\|10.35\|10.87\|10.18\|361196;2026-09-07\|10.26\|-3.93\|10.50\|10.59\|10.10\|251791;2026-09-08\|10.21\|-0.49\|10.15\|10.48\|9.77\|278179;2026-09-09\|11.23\|9.99\|10.09\|11.23\|9.84\|647426;2026-09-10\|10.65\|-5.16\|11.13\|11.23\|10.60\|503393;2026-09-11\|10.85\|1.88\|10.61\|11.13\|10.30\|436769;2026-09-14\|10.50\|-3.23\|10.89\|11.55\|10.43\|432781;2026-09-15\|11.55\|10.00\|10.30\|11.55\|10.16\|615996;2026-09-16\|11.09\|-3.98\|11.55\|12.31\|10.89\|605648;2026-09-17\|12.20\|10.01\|11.09\|12.20\|10.74\|554768;2026-09-18\|12.35\|1.23\|12.15\|12.80\|11.91\|611042;2026-09-21\|12.16\|-1.54\|12.09\|12.47\|12.00\|356976;2026-09-22\|11.82\|-2.80\|12.10\|12.14\|11.78\|311464;2026-09-23\|12.41\|4.99\|11.80\|12.61\|11.56\|500912;2026-09-24\|12.05\|-2.90\|12.00\|12.40\|11.72\|316858;2026-09-28\|12.06\|0.08\|11.85\|12.69\|11.75\|331381;2026-09-29\|11.77\|-2.40\|11.68\|12.44\|11.38\|299629;2026-09-30\|10.59\|-10.03\|11.77\|11.97\|10.59\|325504;2026-10-08\|10.35\|-2.27\|10.11\|10.66\|10.03\|297730;2026-10-09\|10.45\|0.97\|10.15\|10.56\|9.71\|265686;2026-10-12\|9.80\|-6.22\|10.35\|10.48\|9.79\|175752;2026-10-13\|9.78\|-0.20\|9.66\|9.86\|9.26\|196403;2026-10-14\|9.49\|-2.97\|9.76\|9.80\|9.46\|114228;2026-10-15\|9.04\|-4.74\|9.21\|9.34\|9.00\|126615;2026-10-16\|8.95\|-1.00\|9.22\|9.29\|8.89\|105648;2026-10-19\|8.90\|-0.56\|8.90\|9.00\|8.60\|98298;2026-10-20\|8.89\|-0.11\|8.86\|9.05\|8.79\|93990;2026-10-21\|8.87\|-0.23\|8.90\|9.03\|8.83\|77783;2026-10-22\|8.50\|-4.17\|8.85\|8.87\|8.48\|92883;2026-10-23\|8.57\|0.82\|8.41\|8.61\|8.01\|125014;2026-10-26\|8.35\|-2.57\|8.47\|8.56\|8.30\|69766;2026-10-27\|8.15\|-2.40\|8.38\|8.48\|8.15\|62908;2026-10-28\|8.17\|0.25\|8.17\|8.28\|8.09\|61272;2026-10-29\|7.99\|-2.20\|8.23\|8.35\|7.96\|69804;2026-10-30\|7.75\|-3.00\|7.91\|8.10\|7.74\|81616;2026-11-02\|7.99\|3.10\|7.82\|8.00\|7.69\|105178;2026-11-03\|7.91\|-1.00\|7.99\|8.12\|7.85\|86954;2026-11-04\|8.00\|1.14\|7.91\|8.03\|7.60\|120198;2026-11-05\|8.23\|2.88\|7.96\|8.28\|7.93\|113596;2026-11-06\|8.37\|1.70\|8.01\|8.63\|7.98\|317165
126588		玻璃基板+OLED蒸发源+光刻胶+中报预增行业原因：平安证券8月14日研报指出，AI算力需求激增驱动芯片封装材料升级，TGV玻璃基板凭借低热膨胀系数、高平整度等优势，有望成为新一代先进封装的重要路线，行业或在2028年前后迎来量产。公司原因： 1、据2026年8月5日互动易，公司自研PSPI光敏聚酰亚胺已实现国产化批量供货，并布局玻璃基载板相关高分子材料。 2、据2026年8月7日公告，公司全资子公司上海升翕中标维信诺第六代柔性AMOLED生产线升级项目有机蒸发源，金额4728.15万元；据2026年4月22日年报，公司是国内唯一可向6代AMOLED产线提供线性蒸发源的国产供应商。 3、2025年2月20日互动易：公司6.55亿元线性蒸发源设备中标金额对应的是京东方第一期（1.6万片/月玻璃基板投入）建设。 4、据2026年7月6日公告，公司预计2026年半年度实现归母净利润1.6亿元至1.9亿元，同比增长492.49%至603.58%，主要系设备业务收入大幅增长。	全资子公司近日收到中标通知书，在绵阳京东方PNL工厂技术升级改造项目一期中获得线蒸发源订单4370万元，双方在OLED场景设备及材料的合作已经进入稳定销售阶段，在玻璃基板上公司储备PSPI等材料有望导入京东方并形成更紧密的合作关系	2026-06-29\|57.70\|-1.18\|59.22\|60.45\|55.20\|117722;2026-06-30\|62.00\|7.45\|58.50\|62.00\|57.54\|142878;2026-07-01\|59.76\|-3.61\|62.01\|62.89\|58.30\|173864;2026-07-02\|57.33\|-4.07\|58.39\|61.00\|55.59\|158957;2026-07-03\|53.95\|-5.90\|56.37\|57.00\|52.80\|128481;2026-07-06\|56.19\|4.15\|55.60\|60.33\|53.60\|219057;2026-07-07\|53.58\|-4.64\|54.41\|55.99\|52.98\|149171;2026-07-08\|50.82\|-5.15\|53.60\|54.58\|50.40\|103654;2026-07-09\|53.98\|6.22\|51.26\|54.50\|49.70\|109430;2026-07-10\|51.24\|-5.08\|55.00\|56.06\|51.11\|102206;2026-07-13\|49.35\|-3.69\|52.79\|53.39\|49.20\|112652;2026-07-14\|50.30\|1.93\|49.40\|51.36\|48.00\|85830;2026-07-15\|50.01\|-0.58\|50.29\|54.34\|49.51\|128362;2026-07-16\|46.00\|-8.02\|48.58\|50.39\|45.72\|102964;2026-07-17\|42.23\|-8.20\|45.40\|46.00\|42.08\|126657;2026-07-20\|38.25\|-9.42\|43.45\|43.88\|37.51\|154425;2026-07-21\|42.06\|9.96\|38.96\|42.80\|33.50\|164667;2026-07-22\|39.80\|-5.37\|41.50\|42.29\|39.10\|105302;2026-07-23\|39.16\|-1.61\|39.90\|40.70\|38.45\|67926;2026-07-24\|38.16\|-2.55\|38.19\|39.88\|37.89\|57333;2026-07-27\|39.92\|4.61\|38.31\|39.96\|37.10\|89299;2026-07-28\|36.61\|-8.29\|39.05\|40.05\|36.33\|69658;2026-07-29\|36.22\|-1.07\|36.42\|36.90\|34.59\|71993;2026-07-30\|33.25\|-8.20\|35.86\|36.46\|33.18\|71467;2026-07-31\|35.58\|7.01\|36.00\|38.56\|35.20\|84879;2026-08-03\|35.53\|-0.14\|35.60\|35.88\|33.99\|99575;2026-08-04\|36.95\|4.00\|35.88\|37.46\|35.31\|70770;2026-08-05\|38.98\|5.49\|36.98\|39.89\|36.51\|77435;2026-08-06\|40.20\|3.13\|38.61\|41.20\|38.61\|93073;2026-08-07\|41.94\|4.33\|40.08\|42.30\|39.50\|91343;2026-08-10\|41.46\|-1.14\|42.28\|42.96\|40.67\|80892;2026-08-11\|41.23\|-0.55\|41.22\|42.38\|40.81\|46814;2026-08-12\|41.77\|1.31\|41.80\|42.50\|40.81\|56168;2026-08-13\|40.72\|-2.51\|42.00\|42.99\|40.71\|55098;2026-08-14\|41.97\|3.07\|41.30\|42.11\|40.88\|58182;2026-08-17\|50.36\|19.99\|42.50\|50.36\|41.60\|156665;2026-08-18\|50.14\|-0.44\|50.46\|50.67\|48.57\|139975;2026-08-19\|45.60\|-9.05\|49.74\|49.74\|45.20\|128003;2026-08-20\|47.25\|3.62\|46.50\|49.80\|45.50\|155900;2026-08-21\|45.81\|-3.05\|46.73\|47.22\|45.34\|92006;2026-08-24\|43.67\|-4.67\|45.11\|46.00\|42.16\|105490;2026-08-25\|42.22\|-3.32\|42.48\|43.46\|41.11\|76632;2026-08-26\|40.85\|-3.24\|42.18\|42.38\|40.23\|69985;2026-08-27\|43.15\|5.63\|41.00\|43.20\|40.57\|85585;2026-08-28\|42.82\|-0.76\|42.82\|43.97\|42.66\|72247;2026-08-31\|44.71\|4.41\|42.00\|46.40\|42.00\|145357;2026-09-01\|46.09\|3.09\|46.00\|48.20\|45.66\|153382;2026-09-02\|44.10\|-4.32\|46.01\|46.09\|44.00\|91452;2026-09-03\|43.72\|-0.86\|44.57\|45.93\|43.20\|99007;2026-09-04\|42.09\|-3.73\|44.00\|44.88\|41.60\|77144;2026-09-07\|44.90\|6.68\|42.95\|45.26\|42.00\|93882;2026-09-08\|43.10\|-4.01\|44.61\|44.84\|42.87\|74443;2026-09-09\|43.90\|1.86\|43.25\|44.59\|42.64\|138827;2026-09-10\|44.19\|0.66\|43.38\|44.87\|42.72\|91150;2026-09-11\|42.03\|-4.89\|44.33\|44.41\|40.98\|88613;2026-09-14\|45.66\|8.64\|42.07\|45.89\|40.88\|148298;2026-09-15\|47.60\|4.25\|45.99\|48.48\|45.16\|124674;2026-09-16\|48.56\|2.02\|47.58\|48.66\|47.04\|101914;2026-09-17\|48.99\|0.89\|48.28\|50.75\|48.00\|110036;2026-09-18\|51.70\|5.53\|49.98\|51.99\|48.66\|136188;2026-09-21\|52.24\|1.04\|53.00\|54.00\|51.45\|135218;2026-09-22\|52.20\|-0.08\|52.23\|53.97\|52.08\|90776;2026-09-23\|52.49\|0.56\|52.40\|54.90\|52.06\|115240;2026-09-24\|50.72\|-3.37\|52.18\|52.87\|50.51\|108079;2026-09-28\|47.47\|-6.41\|51.27\|51.60\|47.00\|105764;2026-09-29\|46.07\|-2.95\|47.00\|47.60\|45.60\|81462;2026-09-30\|45.10\|-2.11\|46.60\|48.50\|44.91\|88564;2026-10-08\|44.08\|-2.26\|45.30\|46.77\|43.66\|79909;2026-10-09\|42.89\|-2.70\|43.95\|43.95\|39.71\|123801;2026-10-12\|42.83\|-0.14\|43.00\|44.36\|41.60\|92486;2026-10-13\|43.53\|1.63\|41.80\|44.17\|41.23\|128222;2026-10-14\|42.78\|-1.72\|43.04\|44.62\|42.17\|82500;2026-10-15\|41.00\|-4.16\|41.22\|42.66\|40.41\|77274;2026-10-16\|40.63\|-0.90\|41.95\|42.24\|40.00\|68656;2026-10-19\|40.81\|0.44\|40.65\|41.40\|38.00\|69369;2026-10-20\|41.57\|1.86\|41.00\|42.32\|40.20\|54575;2026-10-21\|41.83\|0.63\|41.66\|42.70\|41.28\|50231;2026-10-22\|39.52\|-5.52\|42.00\|42.45\|39.50\|52963;2026-10-23\|38.84\|-1.72\|38.79\|39.35\|34.77\|135155;2026-10-26\|37.14\|-4.38\|38.56\|38.80\|36.40\|87447;2026-10-27\|35.99\|-3.10\|37.74\|38.48\|35.99\|73912;2026-10-28\|38.75\|7.67\|36.25\|39.00\|35.60\|84348;2026-10-29\|36.80\|-5.03\|38.25\|38.75\|36.63\|67682;2026-10-30\|35.38\|-3.86\|35.80\|37.77\|34.21\|85529;2026-11-02\|37.15\|5.00\|36.09\|37.89\|35.50\|72748;2026-11-03\|33.90\|-8.75\|36.88\|37.62\|33.80\|117942;2026-11-04\|36.89\|8.82\|34.00\|37.00\|33.00\|100077;2026-11-05\|38.80\|5.18\|36.83\|39.90\|36.20\|90006;2026-11-06\|36.86\|-5.00\|37.34\|38.49\|36.22\|69100
126587	行业龙头外延入股，光模块液冷散热引发关注	铝型材+液冷服务器用铝型材+国企改革行业原因： 1、美国就业及通胀数据降低了加息可能性，美元走弱提振以美元计价的基本金属。 2、据大同证券8月11日研报，刚果（金）出台禁令限制铜、钴精矿出口，叠加智利极端天气致矿山停产，全球铜矿供应紧张预期升温，铜精矿加工费跌至深度负值，铜价刷新历史新高。公司原因： 1、据2026年8月5日互动易，公司液冷服务器用铝型材已开始小批量供货，正积极推进相关领域的市场拓展与技术优化，稳步提升产品交付能力。 2、公司主营业务为建筑铝型材、工业铝型材和建筑铝模板的研发、生产、销售，其中工业铝型材聚焦新能源光伏/汽车、电子电器等领域。 3、公司控股股东为上饶市产业投资发展集团有限公司，实际控制人为上饶市国有资产监督管理委员会。	1、公司液冷服务器用铝型材已开始小批量供货，正积极推进相关领域的市场拓展与技术优化，稳步提升产品交付能力； 2、公司位于福建省南安市，为海西板块的铝型材龙头企业，产品可用于新能源汽车，此前与亿维汽车签署战略合作框架协议； 3、光伏支架和边框等配套产品是公司的主要工业材产品之一	2026-06-29\|3.16\|-1.25\|3.19\|3.24\|3.07\|285092;2026-06-30\|3.15\|-0.32\|3.14\|3.16\|3.07\|243301;2026-07-01\|3.15\|0.00\|3.14\|3.22\|3.10\|281686;2026-07-02\|3.16\|0.32\|3.12\|3.22\|3.12\|276978;2026-07-03\|3.17\|0.32\|3.21\|3.22\|3.14\|270325;2026-07-06\|3.13\|-1.26\|3.16\|3.29\|3.12\|311089;2026-07-07\|3.03\|-3.19\|3.08\|3.14\|3.01\|219131;2026-07-08\|2.99\|-1.32\|3.02\|3.04\|2.95\|203485;2026-07-09\|2.96\|-1.00\|2.99\|3.02\|2.85\|254982;2026-07-10\|3.03\|2.36\|2.93\|3.11\|2.89\|332133;2026-07-13\|2.88\|-4.95\|3.00\|3.03\|2.87\|260934;2026-07-14\|3.03\|5.21\|2.86\|3.04\|2.84\|276488;2026-07-15\|2.98\|-1.65\|3.00\|3.05\|2.96\|300612;2026-07-16\|2.96\|-0.67\|2.97\|3.01\|2.92\|244412;2026-07-17\|2.84\|-4.05\|2.97\|3.00\|2.82\|286868;2026-07-20\|2.80\|-1.41\|2.84\|2.92\|2.75\|285841;2026-07-21\|2.80\|0.00\|2.80\|2.81\|2.65\|331825;2026-07-22\|2.77\|-1.07\|2.77\|2.84\|2.75\|224525;2026-07-23\|2.92\|5.42\|2.75\|2.92\|2.74\|332144;2026-07-24\|2.76\|-5.48\|2.87\|2.88\|2.76\|259469;2026-07-27\|2.85\|3.26\|2.77\|2.86\|2.77\|203663;2026-07-28\|2.89\|1.40\|2.84\|2.91\|2.82\|203553;2026-07-29\|2.95\|2.08\|2.91\|2.98\|2.89\|235784;2026-07-30\|2.92\|-1.02\|2.93\|3.02\|2.90\|212128;2026-07-31\|2.96\|1.37\|2.92\|2.97\|2.90\|201490;2026-08-03\|3.06\|3.38\|2.97\|3.07\|2.93\|269516;2026-08-04\|3.13\|2.29\|3.08\|3.22\|3.07\|319117;2026-08-05\|3.17\|1.28\|3.14\|3.20\|3.12\|257440;2026-08-06\|3.21\|1.26\|3.19\|3.23\|3.12\|307311;2026-08-07\|3.39\|5.61\|3.23\|3.44\|3.18\|545246;2026-08-10\|3.46\|2.06\|3.39\|3.46\|3.33\|314594;2026-08-11\|3.35\|-3.18\|3.44\|3.47\|3.35\|265530;2026-08-12\|3.43\|2.39\|3.37\|3.50\|3.35\|249233;2026-08-13\|3.32\|-3.21\|3.41\|3.43\|3.31\|264751;2026-08-14\|3.41\|2.71\|3.28\|3.43\|3.26\|256731;2026-08-17\|3.75\|9.97\|3.45\|3.75\|3.38\|559769;2026-08-18\|4.01\|6.93\|3.72\|4.04\|3.67\|893815;2026-08-19\|3.92\|-2.24\|4.00\|4.20\|3.90\|751301;2026-08-20\|3.75\|-4.34\|4.00\|4.01\|3.71\|427872;2026-08-21\|3.73\|-0.53\|3.74\|3.80\|3.66\|345865;2026-08-24\|3.89\|4.29\|3.78\|3.92\|3.66\|442394;2026-08-25\|4.01\|3.08\|3.87\|4.03\|3.79\|342082;2026-08-26\|4.00\|-0.25\|4.02\|4.06\|3.98\|239717;2026-08-27\|3.94\|-1.50\|3.95\|4.01\|3.91\|258239;2026-08-28\|4.33\|9.90\|3.94\|4.33\|3.92\|631590;2026-08-31\|4.12\|-4.85\|4.11\|4.34\|4.08\|727296;2026-09-01\|4.13\|0.24\|4.13\|4.21\|4.11\|342833;2026-09-02\|4.28\|3.63\|4.11\|4.29\|4.03\|415763;2026-09-03\|4.31\|0.70\|4.30\|4.42\|4.25\|477229;2026-09-04\|4.18\|-3.02\|4.32\|4.35\|4.15\|289318;2026-09-07\|4.23\|1.20\|4.18\|4.28\|4.11\|285410;2026-09-08\|4.24\|0.24\|4.26\|4.33\|4.18\|440500;2026-09-09\|4.23\|-0.24\|4.27\|4.30\|4.14\|432292;2026-09-10\|4.08\|-3.55\|4.21\|4.22\|4.06\|321910;2026-09-11\|3.98\|-2.45\|3.98\|4.04\|3.90\|287898;2026-09-14\|4.05\|1.76\|3.92\|4.08\|3.91\|190136;2026-09-15\|3.93\|-2.96\|4.03\|4.08\|3.92\|152966;2026-09-16\|4.04\|2.80\|3.92\|4.05\|3.90\|153449;2026-09-17\|3.98\|-1.49\|4.00\|4.04\|3.80\|214847;2026-09-18\|3.94\|-1.00\|4.03\|4.07\|3.93\|150725;2026-09-21\|4.21\|6.85\|3.94\|4.23\|3.94\|281022;2026-09-22\|4.20\|-0.24\|4.19\|4.23\|4.11\|190348;2026-09-23\|4.14\|-1.43\|4.18\|4.26\|4.13\|183409;2026-09-24\|4.08\|-1.45\|4.14\|4.14\|4.06\|160159;2026-09-28\|4.12\|0.98\|4.07\|4.16\|3.98\|228204;2026-09-29\|4.16\|0.97\|4.18\|4.18\|4.06\|179106;2026-09-30\|4.14\|-0.48\|4.16\|4.17\|4.03\|169639;2026-10-08\|4.12\|-0.48\|4.14\|4.15\|4.03\|193590;2026-10-09\|4.13\|0.24\|4.11\|4.17\|4.01\|175829;2026-10-12\|4.05\|-1.94\|4.14\|4.14\|4.05\|164293;2026-10-13\|4.10\|1.23\|4.02\|4.13\|3.93\|158701;2026-10-14\|3.96\|-3.41\|4.09\|4.22\|3.95\|239644;2026-10-15\|3.85\|-2.78\|3.89\|3.93\|3.81\|161654;2026-10-16\|3.87\|0.52\|3.87\|3.92\|3.83\|147113;2026-10-19\|3.71\|-4.13\|3.87\|3.87\|3.68\|154648;2026-10-20\|3.70\|-0.27\|3.68\|3.76\|3.63\|171723;2026-10-21\|3.75\|1.35\|3.73\|3.83\|3.67\|212166;2026-10-22\|3.63\|-3.20\|3.75\|3.77\|3.60\|113018;2026-10-23\|3.27\|-9.92\|3.61\|3.61\|3.27\|496983;2026-10-26\|3.60\|10.09\|3.19\|3.60\|3.18\|670367;2026-10-27\|3.49\|-3.06\|3.77\|3.78\|3.48\|683788;2026-10-28\|3.37\|-3.44\|3.59\|3.65\|3.20\|674892;2026-10-29\|3.24\|-3.86\|3.36\|3.47\|3.13\|671534;2026-10-30\|3.11\|-4.01\|3.18\|3.28\|3.02\|490355;2026-11-02\|3.42\|9.97\|3.13\|3.42\|3.01\|438199;2026-11-03\|3.76\|9.94\|3.43\|3.76\|3.35\|802034;2026-11-04\|4.14\|10.11\|3.77\|4.14\|3.75\|1076197;2026-11-05\|4.55\|9.90\|4.55\|4.55\|4.55\|193136;2026-11-06\|5.01\|10.11\|5.01\|5.01\|4.88\|1076870
126586	SK海力士将投资384亿美元建设晶圆厂	太空光伏+铜浆量产+半导体掩模行业原因：中银证券研报指出，“反内卷”、“太空光伏”是2026年光伏投资双主线，马斯克团队开始针对国内厂商进行调研，光伏设备景气度进一步提升，短期设备订单具备增量订单，长期看好国内优势材料兑现海外增量利润。公司原因： 1、据2026年1月20日互动易，公司高性能导电浆料已用于商用卫星太阳翼并切入卫星通信组件，乘“太空光伏”概念东风。 2、据2025年10月31日机构调研，公司光伏导电浆料市占率近35%，N型占比96%，铜浆已小规模出货，推动“减银-替银-无银”技术路线。 3、据2026年1月31日公告，公司拟3.5亿元收购韩国SKE空白掩模业务，布局半导体关键材料，交割时间拟定2026年3月31日。	公司空白掩膜版产品已通过SK海力士、TMC、迪思微、中微掩模等国内外半导体客户的量产验证	2026-06-29\|110.70\|16.55\|102.00\|112.43\|101.16\|313055;2026-06-30\|132.70\|19.87\|113.80\|132.83\|109.00\|373281;2026-07-01\|130.80\|-1.43\|129.59\|135.76\|126.00\|313218;2026-07-02\|122.20\|-6.57\|122.88\|130.68\|118.46\|224264;2026-07-03\|115.05\|-5.85\|121.23\|123.00\|113.00\|204365;2026-07-06\|115.04\|-0.01\|116.51\|119.65\|107.61\|207845;2026-07-07\|110.78\|-3.70\|113.22\|117.12\|110.00\|147472;2026-07-08\|108.00\|-2.51\|111.50\|112.98\|103.61\|171444;2026-07-09\|111.61\|3.34\|110.00\|111.86\|104.18\|188091;2026-07-10\|100.05\|-10.36\|113.80\|116.20\|99.80\|270605;2026-07-13\|91.04\|-9.01\|95.00\|100.79\|90.35\|203859;2026-07-14\|91.00\|-0.04\|92.01\|92.77\|85.97\|146359;2026-07-15\|87.00\|-4.40\|92.19\|92.98\|84.00\|148522;2026-07-16\|79.95\|-8.10\|84.50\|87.10\|79.10\|147045;2026-07-17\|72.50\|-9.32\|80.88\|80.95\|71.56\|154255;2026-07-20\|65.03\|-10.30\|73.95\|75.48\|62.11\|223779;2026-07-21\|71.60\|10.10\|66.00\|71.71\|59.99\|224880;2026-07-22\|67.94\|-5.11\|70.98\|72.78\|67.72\|158862;2026-07-23\|67.21\|-1.07\|69.16\|69.44\|65.95\|105522;2026-07-24\|65.25\|-2.92\|66.52\|67.80\|65.02\|86908;2026-07-27\|68.90\|5.59\|65.69\|69.30\|64.82\|105668;2026-07-28\|65.30\|-5.22\|67.64\|70.70\|64.90\|124848;2026-07-29\|64.00\|-1.99\|65.66\|66.24\|60.35\|149612;2026-07-30\|58.67\|-8.33\|63.00\|64.57\|58.50\|138452;2026-07-31\|60.98\|3.94\|63.25\|65.40\|60.95\|146935;2026-08-03\|58.39\|-4.25\|60.78\|61.18\|57.94\|103047;2026-08-04\|61.60\|5.50\|59.00\|62.49\|58.48\|101287;2026-08-05\|65.89\|6.96\|61.58\|66.60\|61.38\|124646;2026-08-06\|72.97\|10.75\|64.77\|73.02\|64.01\|204150;2026-08-07\|75.89\|4.00\|72.16\|76.66\|71.14\|225862;2026-08-10\|74.44\|-1.91\|75.50\|75.99\|72.17\|142406;2026-08-11\|75.28\|1.13\|74.24\|78.80\|72.88\|161983;2026-08-12\|75.00\|-0.37\|77.00\|77.07\|74.25\|169687;2026-08-13\|73.30\|-2.27\|76.18\|77.00\|73.30\|152001;2026-08-14\|79.73\|8.77\|74.50\|79.85\|73.73\|186340;2026-08-17\|95.68\|20.00\|82.00\|95.68\|81.00\|288779;2026-08-18\|102.12\|6.73\|96.42\|104.74\|94.00\|383987;2026-08-19\|94.29\|-7.67\|93.16\|99.97\|93.13\|305938;2026-08-20\|94.53\|0.25\|96.18\|97.97\|92.69\|226015;2026-08-21\|91.76\|-2.93\|93.00\|94.66\|89.33\|190298;2026-08-24\|88.80\|-3.23\|91.80\|92.64\|85.76\|178350;2026-08-25\|86.07\|-3.07\|87.24\|87.74\|82.71\|155404;2026-08-26\|84.18\|-2.20\|87.27\|88.15\|83.00\|108628;2026-08-27\|87.00\|3.35\|83.90\|88.61\|81.70\|184500;2026-08-28\|77.85\|-10.52\|81.99\|86.00\|77.20\|321954;2026-08-31\|75.70\|-2.76\|75.05\|76.53\|73.40\|190981;2026-09-01\|69.75\|-7.86\|75.89\|75.89\|69.39\|172585;2026-09-02\|68.24\|-2.16\|67.70\|69.98\|66.16\|125083;2026-09-03\|67.33\|-1.33\|68.58\|69.66\|65.82\|111639;2026-09-04\|64.07\|-4.84\|67.69\|69.25\|63.48\|114156;2026-09-07\|67.80\|5.82\|65.32\|68.60\|64.47\|130043;2026-09-08\|71.80\|5.90\|67.70\|72.53\|67.50\|222090;2026-09-09\|73.88\|2.90\|71.80\|74.90\|71.02\|201738;2026-09-10\|73.50\|-0.51\|74.50\|76.29\|72.41\|151384;2026-09-11\|70.15\|-4.56\|72.41\|73.85\|68.09\|148094;2026-09-14\|73.74\|5.12\|69.00\|74.95\|67.81\|142731;2026-09-15\|71.96\|-2.41\|72.01\|74.49\|70.70\|148769;2026-09-16\|75.08\|4.34\|73.30\|76.78\|72.48\|182649;2026-09-17\|79.00\|5.22\|74.48\|81.79\|74.28\|184021;2026-09-18\|79.15\|0.19\|80.90\|80.90\|77.31\|142573;2026-09-21\|84.20\|6.38\|81.30\|86.00\|81.07\|194023;2026-09-22\|81.20\|-3.56\|84.61\|85.99\|80.22\|193114;2026-09-23\|80.60\|-0.74\|81.64\|85.64\|79.16\|196863;2026-09-24\|76.01\|-5.69\|79.83\|80.10\|75.92\|133132;2026-09-28\|71.49\|-5.95\|74.83\|76.50\|70.38\|110899;2026-09-29\|72.30\|1.13\|71.33\|73.73\|70.01\|87159;2026-09-30\|69.56\|-3.79\|72.95\|73.00\|69.40\|68980;2026-10-08\|65.60\|-5.69\|69.56\|70.14\|64.87\|83322;2026-10-09\|62.08\|-5.37\|65.11\|65.11\|60.18\|110645;2026-10-12\|63.54\|2.35\|62.00\|66.44\|61.18\|147008;2026-10-13\|62.00\|-2.42\|61.97\|62.65\|58.30\|117986;2026-10-14\|59.50\|-4.03\|62.00\|62.62\|59.19\|76961;2026-10-15\|54.80\|-7.90\|58.00\|58.00\|54.06\|119479;2026-10-16\|54.59\|-0.38\|56.99\|57.00\|54.06\|87457;2026-10-19\|52.35\|-4.10\|53.80\|54.79\|51.73\|71850;2026-10-20\|52.99\|1.22\|51.90\|54.86\|51.38\|79391;2026-10-21\|52.84\|-0.28\|53.80\|55.11\|52.30\|71164;2026-10-22\|50.01\|-5.36\|53.00\|53.45\|49.70\|95964;2026-10-23\|50.60\|1.18\|48.50\|50.97\|45.13\|121741;2026-10-26\|48.49\|-4.17\|49.91\|50.08\|48.11\|63335;2026-10-27\|45.88\|-5.38\|49.00\|49.86\|45.73\|72186;2026-10-28\|48.36\|5.41\|47.72\|49.33\|46.54\|86768;2026-10-29\|44.87\|-7.22\|48.00\|48.36\|44.77\|93277;2026-10-30\|41.79\|-6.86\|43.00\|45.25\|41.68\|102153;2026-11-02\|43.25\|3.49\|42.42\|43.95\|41.27\|88507;2026-11-03\|41.08\|-5.02\|42.69\|43.79\|40.55\|83808;2026-11-04\|45.89\|11.71\|41.21\|45.96\|40.41\|127670;2026-11-05\|51.06\|11.27\|44.72\|53.27\|44.09\|206069;2026-11-06\|48.36\|-5.29\|48.58\|51.80\|48.10\|149917
126585	南亚向客户发出涨价函	可控核聚变+军工装备+高端成形机床行业原因：美以联合空袭伊朗，中东地缘冲突升级，全球军费扩张预期强化。公司原因： 1、据2026年2月3日互动易，公司近期有中标聚变新能“BEST屏蔽包层系统不锈钢屏蔽块采购项目”，具体信息请详见公司于2026年1月24日披露的《日常关联交易公告》。 2、据2025年12月5日业绩说明会，公司专注真空室、包层及偏滤器等核心部件的制造工作积极开展相关项目的预研及投标工作，公司布局可控核聚变业务，有望成为公司业绩增长点。同时，BEST项目经验亦为公司后续参与其他聚变项目奠定基础。 3、据2025年10月27日互动易，公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入。	1、公司是PCB/CCL层压设备的国产龙头，核心产品是真空热压机/冷压机及自动化生产线； 2、参股公司合肥汇智专注于粉末注射成形技术（PIM）的研发及应用，其中涉及的光模块业务，目前正在合作的企业有新易盛、联特科技等； 3、公司高端成形机床已成熟应用于航空航天、军工领域并取得业务收入； 4、公司与中国核工业二三建设有限公司合作，已承接核聚变真空室构件的研制工作	2026-06-29\|31.42\|-2.00\|32.71\|33.33\|31.00\|475817;2026-06-30\|33.08\|5.28\|30.82\|33.37\|30.50\|425721;2026-07-01\|33.61\|1.60\|32.95\|36.39\|32.39\|664831;2026-07-02\|32.23\|-4.11\|31.50\|34.35\|31.50\|401711;2026-07-03\|31.45\|-2.42\|32.00\|32.80\|30.91\|326865;2026-07-06\|29.10\|-7.47\|31.45\|31.77\|28.66\|415421;2026-07-07\|26.71\|-8.21\|29.08\|29.80\|26.58\|383339;2026-07-08\|25.02\|-6.33\|27.00\|27.25\|24.94\|308374;2026-07-09\|24.98\|-0.16\|25.61\|25.64\|22.73\|379135;2026-07-10\|24.60\|-1.52\|25.21\|25.98\|24.59\|305942;2026-07-13\|22.14\|-10.00\|24.51\|24.55\|22.14\|239797;2026-07-14\|22.62\|2.17\|22.14\|22.85\|21.26\|240124;2026-07-15\|22.11\|-2.25\|23.07\|23.35\|22.01\|249319;2026-07-16\|22.50\|1.76\|22.11\|24.32\|21.41\|620375;2026-07-17\|20.25\|-10.00\|22.14\|22.94\|20.25\|410680;2026-07-20\|18.23\|-9.98\|20.27\|20.74\|18.23\|401777;2026-07-21\|18.10\|-0.71\|17.99\|18.37\|16.41\|513349;2026-07-22\|17.64\|-2.54\|17.89\|18.88\|17.43\|406157;2026-07-23\|18.12\|2.72\|17.76\|18.72\|17.50\|397905;2026-07-24\|17.61\|-2.81\|17.94\|18.66\|17.54\|310534;2026-07-27\|18.56\|5.39\|17.61\|18.65\|17.37\|315599;2026-07-28\|18.03\|-2.86\|18.43\|19.10\|17.88\|395404;2026-07-29\|17.71\|-1.77\|18.06\|18.10\|17.00\|422613;2026-07-30\|16.50\|-6.83\|17.55\|18.24\|16.44\|406428;2026-07-31\|16.91\|2.48\|17.20\|18.06\|16.91\|445894;2026-08-03\|18.60\|9.99\|17.81\|18.60\|17.50\|229790;2026-08-04\|19.44\|4.52\|19.85\|19.86\|18.60\|1002081;2026-08-05\|20.29\|4.37\|19.10\|20.31\|19.08\|927672;2026-08-06\|20.62\|1.63\|20.03\|20.93\|19.99\|737183;2026-08-07\|22.68\|9.99\|20.62\|22.68\|19.82\|1044633;2026-08-10\|23.95\|5.60\|23.46\|24.84\|22.71\|1124242;2026-08-11\|24.05\|0.42\|23.40\|24.89\|22.79\|997929;2026-08-12\|25.01\|3.99\|24.05\|25.50\|24.05\|868651;2026-08-13\|24.56\|-1.80\|25.50\|26.33\|24.50\|804352;2026-08-14\|24.25\|-1.26\|24.23\|24.85\|23.75\|622712;2026-08-17\|26.68\|10.02\|25.05\|26.68\|24.88\|774398;2026-08-18\|25.44\|-4.65\|26.67\|26.94\|24.84\|618454;2026-08-19\|23.02\|-9.51\|24.50\|24.90\|22.92\|500055;2026-08-20\|23.38\|1.56\|23.25\|23.71\|22.77\|348107;2026-08-21\|23.78\|1.71\|23.01\|23.96\|22.68\|339483;2026-08-24\|22.69\|-4.58\|23.66\|23.73\|22.15\|332381;2026-08-25\|22.80\|0.48\|22.35\|23.18\|21.83\|239254;2026-08-26\|22.85\|0.22\|23.89\|23.90\|21.62\|536857;2026-08-27\|25.14\|10.02\|22.31\|25.14\|21.99\|520128;2026-08-28\|27.65\|9.98\|25.18\|27.65\|25.00\|820063;2026-08-31\|26.80\|-3.07\|27.00\|27.54\|25.88\|826799;2026-09-01\|25.78\|-3.81\|26.95\|27.07\|25.64\|469411;2026-09-02\|25.70\|-0.31\|25.33\|26.43\|24.92\|570122;2026-09-03\|25.30\|-1.56\|25.68\|25.98\|25.00\|434085;2026-09-04\|24.20\|-4.35\|25.38\|25.52\|24.01\|401175;2026-09-07\|26.33\|8.80\|24.39\|26.62\|24.18\|675254;2026-09-08\|26.25\|-0.30\|26.50\|27.20\|26.03\|526578;2026-09-09\|26.45\|0.76\|26.67\|26.97\|26.09\|413095;2026-09-10\|26.83\|1.44\|26.10\|28.10\|25.90\|763377;2026-09-11\|25.81\|-3.80\|26.39\|26.98\|25.19\|534259;2026-09-14\|25.84\|0.12\|25.23\|26.30\|24.42\|338067;2026-09-15\|27.08\|4.80\|25.50\|27.55\|25.50\|600762;2026-09-16\|28.35\|4.69\|27.12\|28.92\|26.69\|648645;2026-09-17\|27.53\|-2.89\|28.00\|28.50\|27.32\|459410;2026-09-18\|27.38\|-0.54\|28.01\|28.20\|27.00\|366506;2026-09-21\|27.13\|-0.91\|27.43\|27.63\|26.80\|318171;2026-09-22\|27.06\|-0.26\|27.35\|28.50\|26.93\|450008;2026-09-23\|27.10\|0.15\|27.00\|27.47\|26.69\|322450;2026-09-24\|25.99\|-4.10\|26.95\|27.15\|25.93\|292105;2026-09-28\|23.94\|-7.89\|25.86\|25.86\|23.54\|378098;2026-09-29\|24.59\|2.72\|23.83\|25.08\|23.60\|262242;2026-09-30\|23.98\|-2.48\|25.08\|25.14\|23.97\|150269;2026-10-08\|23.33\|-2.71\|24.35\|24.89\|23.00\|201220;2026-10-09\|21.84\|-6.39\|23.20\|23.20\|21.00\|286007;2026-10-12\|20.88\|-4.40\|21.79\|21.79\|20.83\|197262;2026-10-13\|21.11\|1.10\|20.25\|21.45\|19.68\|216524;2026-10-14\|20.90\|-0.99\|21.20\|21.78\|20.72\|226769;2026-10-15\|19.38\|-7.27\|19.89\|20.26\|19.32\|263257;2026-10-16\|19.22\|-0.83\|19.77\|19.87\|19.10\|260875;2026-10-19\|19.13\|-0.47\|19.25\|19.30\|17.88\|289928;2026-10-20\|19.20\|0.37\|19.11\|19.68\|18.90\|197920;2026-10-21\|19.28\|0.42\|19.32\|19.90\|19.19\|175289;2026-10-22\|18.48\|-4.15\|19.35\|19.45\|18.39\|190221;2026-10-23\|18.75\|1.46\|17.99\|18.83\|16.93\|255810;2026-10-26\|19.69\|5.01\|18.58\|20.29\|18.43\|441404;2026-10-27\|18.24\|-7.36\|19.77\|19.99\|18.22\|338320;2026-10-28\|18.62\|2.08\|18.35\|18.82\|18.10\|282533;2026-10-29\|18.23\|-2.09\|18.67\|19.06\|18.23\|283980;2026-10-30\|17.10\|-6.20\|17.72\|18.38\|17.00\|268301;2026-11-02\|17.65\|3.22\|17.20\|17.85\|16.78\|288458;2026-11-03\|16.20\|-8.22\|17.47\|17.69\|16.01\|336593;2026-11-04\|17.10\|5.56\|16.23\|17.10\|15.26\|514264;2026-11-05\|17.55\|2.63\|16.94\|17.85\|16.78\|339864;2026-11-06\|16.91\|-3.65\|16.80\|17.12\|16.34\|228185
126584	SK海力士将投资384亿美元建设晶圆厂	参股宇树科技+半导体设备+温控设备行业原因：据证券时报6月3日报道，隔夜美股费城半导体指数暴涨近6%再创历史新高，迈威尔科技涨超30%，提振A股半导体板块情绪。公司原因： 1、据21世纪经济报道2026年6月1日报道，宇树科技科创板IPO过会；据2026年5月22日投资者关系管理信息，公司确认直接及间接参投项目覆盖人工智能等领域，已成功投出宇树科技等上市及拟上市企业。 2、据2026年5月22日投资者关系管理信息，公司将半导体领域作为战略核心方向，控股无锡暖芯半导体51%股权，其半导体温控设备产品已成功导入华润微电子、拓荆科技、中微公司等知名客户供应链。 3、据2026年5月22日投资者关系管理信息，公司自主设立苏州致源真空科技聚焦半导体分子泵研发生产，并控股上海寰鼎集成电路，布局RTP快速热处理设备及封测设备市场，打造第二增长曲线。	公司2025年12月完成对暖芯科技51%股权收购，切入半导体温控设备及配套零配件赛道，并合资设立苏州致源真空科技布局分子泵，形成“核心温控设备+配套零配件”一体化体系，产品已导入华润微电子、拓荆科技、广州芯粤能等头部客户	2026-06-29\|31.40\|-3.30\|32.25\|32.47\|29.61\|316763;2026-06-30\|32.20\|2.55\|31.46\|32.95\|30.68\|255521;2026-07-01\|33.80\|4.97\|32.54\|34.99\|32.00\|265692;2026-07-02\|30.96\|-8.40\|32.00\|34.49\|30.88\|293769;2026-07-03\|29.60\|-4.39\|30.92\|31.30\|29.51\|226931;2026-07-06\|29.75\|0.51\|29.62\|32.20\|28.80\|236437;2026-07-07\|28.79\|-3.23\|29.78\|30.49\|28.20\|157657;2026-07-08\|27.18\|-5.59\|28.98\|30.00\|26.67\|174912;2026-07-09\|26.51\|-2.46\|27.85\|27.98\|25.40\|211696;2026-07-10\|27.17\|2.49\|26.96\|29.00\|26.08\|200215;2026-07-13\|24.45\|-10.01\|26.89\|27.41\|24.45\|147639;2026-07-14\|25.69\|5.07\|24.00\|26.13\|24.00\|180835;2026-07-15\|26.45\|2.96\|26.50\|27.26\|25.69\|143091;2026-07-16\|25.00\|-5.48\|26.47\|26.50\|24.75\|114428;2026-07-17\|23.00\|-8.00\|24.80\|24.86\|22.50\|172600;2026-07-20\|20.77\|-9.70\|23.55\|23.98\|20.70\|175862;2026-07-21\|21.56\|3.80\|20.60\|21.58\|18.69\|269433;2026-07-22\|20.65\|-4.22\|21.20\|21.80\|20.30\|160544;2026-07-23\|20.57\|-0.39\|20.79\|21.30\|20.00\|145205;2026-07-24\|21.24\|3.26\|20.23\|21.75\|19.86\|158258;2026-07-27\|21.77\|2.50\|20.94\|21.87\|20.88\|151193;2026-07-28\|20.26\|-6.94\|21.63\|21.93\|20.00\|151143;2026-07-29\|19.25\|-4.99\|20.11\|20.36\|18.25\|220693;2026-07-30\|17.94\|-6.81\|19.01\|19.38\|17.33\|212696;2026-07-31\|19.47\|8.53\|19.38\|19.73\|19.30\|288709;2026-08-03\|18.15\|-6.78\|19.91\|20.35\|18.01\|275722;2026-08-04\|19.68\|8.43\|18.46\|19.97\|18.01\|232647;2026-08-05\|20.83\|5.84\|19.56\|21.26\|19.40\|206804;2026-08-06\|21.24\|1.97\|20.68\|21.33\|20.16\|175516;2026-08-07\|21.69\|2.12\|21.78\|21.99\|21.04\|165813;2026-08-10\|21.34\|-1.61\|21.71\|22.16\|21.07\|122557;2026-08-11\|21.36\|0.09\|21.17\|21.69\|20.50\|126473;2026-08-12\|22.25\|4.17\|21.36\|22.35\|21.00\|117214;2026-08-13\|21.39\|-3.87\|22.25\|22.68\|21.35\|127516;2026-08-14\|21.45\|0.28\|21.50\|21.76\|20.96\|100364;2026-08-17\|23.60\|10.02\|21.70\|23.60\|21.40\|157533;2026-08-18\|22.93\|-2.84\|23.60\|23.90\|22.59\|183525;2026-08-19\|20.89\|-8.90\|22.43\|22.45\|20.79\|157060;2026-08-20\|21.40\|2.44\|21.30\|22.14\|20.88\|136733;2026-08-21\|21.95\|2.57\|21.27\|23.11\|21.00\|176069;2026-08-24\|20.86\|-4.97\|21.90\|22.07\|20.31\|137332;2026-08-25\|21.31\|2.16\|20.50\|21.65\|20.07\|109239;2026-08-26\|21.15\|-0.75\|21.26\|21.55\|20.62\|91458;2026-08-27\|21.84\|3.26\|21.15\|22.12\|21.06\|94021;2026-08-28\|21.47\|-1.69\|21.93\|22.25\|21.44\|85053;2026-08-31\|22.70\|5.73\|21.20\|22.98\|21.01\|122507;2026-09-01\|22.32\|-1.67\|22.54\|22.65\|21.66\|149664;2026-09-02\|22.18\|-0.63\|22.07\|22.56\|21.73\|91780;2026-09-03\|24.40\|10.01\|22.44\|24.40\|22.43\|238932;2026-09-04\|23.43\|-3.98\|25.00\|25.38\|23.19\|334161;2026-09-07\|23.68\|1.07\|23.33\|23.88\|22.86\|248249;2026-09-08\|24.23\|2.32\|23.56\|24.60\|22.67\|272261;2026-09-09\|24.73\|2.06\|24.52\|25.18\|24.07\|284572;2026-09-10\|24.01\|-2.91\|24.41\|24.65\|23.93\|149513;2026-09-11\|23.37\|-2.67\|23.57\|23.89\|22.66\|151938;2026-09-14\|23.01\|-1.54\|23.15\|23.48\|22.51\|116185;2026-09-15\|23.09\|0.35\|22.94\|23.39\|22.70\|94579;2026-09-16\|25.40\|10.00\|23.11\|25.40\|22.90\|303134;2026-09-17\|25.22\|-0.71\|25.31\|25.81\|24.80\|282739;2026-09-18\|26.04\|3.25\|25.61\|26.54\|25.29\|212969;2026-09-21\|26.47\|1.65\|26.10\|26.58\|25.81\|188778;2026-09-22\|26.73\|0.98\|26.66\|27.93\|26.37\|214924;2026-09-23\|27.08\|1.31\|26.66\|27.50\|26.43\|136425;2026-09-24\|26.35\|-2.70\|26.81\|27.80\|26.30\|140380;2026-09-28\|25.11\|-4.71\|26.43\|26.74\|24.97\|123115;2026-09-29\|25.40\|1.15\|25.10\|26.04\|24.85\|108867;2026-09-30\|25.51\|0.43\|25.51\|25.76\|24.50\|121038;2026-10-08\|24.55\|-3.76\|25.75\|25.97\|24.04\|107582;2026-10-09\|23.55\|-4.07\|24.40\|24.41\|22.30\|137126;2026-10-12\|23.09\|-1.95\|23.55\|23.62\|22.53\|73255;2026-10-13\|23.17\|0.35\|22.54\|23.48\|21.91\|84491;2026-10-14\|21.91\|-5.44\|23.15\|23.25\|21.91\|72408;2026-10-15\|20.99\|-4.20\|21.00\|21.60\|20.78\|84519;2026-10-16\|21.19\|0.95\|21.45\|21.84\|20.88\|80489;2026-10-19\|20.67\|-2.45\|20.98\|21.07\|19.50\|98843;2026-10-20\|20.95\|1.35\|20.68\|21.68\|20.52\|74447;2026-10-21\|20.67\|-1.34\|21.22\|21.33\|20.54\|69049;2026-10-22\|19.77\|-4.35\|20.89\|21.17\|19.66\|91225;2026-10-23\|19.82\|0.25\|19.13\|19.96\|18.03\|125371;2026-10-26\|19.07\|-3.78\|19.63\|19.87\|18.62\|105172;2026-10-27\|18.10\|-5.09\|19.40\|19.73\|18.10\|67292;2026-10-28\|18.71\|3.37\|18.47\|18.95\|17.93\|95181;2026-10-29\|17.86\|-4.54\|18.50\|18.91\|17.83\|60569;2026-10-30\|16.60\|-7.05\|17.20\|18.02\|16.60\|104899;2026-11-02\|16.69\|0.54\|16.87\|17.08\|16.14\|108796;2026-11-03\|16.03\|-3.95\|16.51\|17.25\|15.83\|113982;2026-11-04\|17.31\|7.99\|16.20\|17.33\|15.55\|120374;2026-11-05\|18.01\|4.04\|17.00\|18.96\|16.80\|134771;2026-11-06\|17.48\|-2.94\|17.00\|17.68\|16.62\|99380
126583		贵金属回收+铂族金属+资产剥离+山西国资 1、据2026年7月17日公告，公司向控股股东太化集团出售全资子公司生物新材公司100%股权已完成，剥离了长期亏损的生物降解新材料业务，实现资产结构优化。 2、据2025年年度报告及2026年5月22日互动易，公司将做强贵金属加工回收利用产业，子公司华盛丰公司是国内第一家生产硝酸用铂催化网的贵金属回收及加工企业，具备铂网年产能2500kg及含贵金属废催化剂年处置1000t能力，是山西省唯一具有回收含铂、钯废催化剂资质的单位。 3、公司的主营业务是铂族金属的加工、生产、销售；据2026年6月2日公告，公司控股股东太化集团国有股权划转至山西省国资委直接持有事项已完成工商变更登记，公司实际控制人为山西省国资委。	全资子公司太原华盛丰贵金属材料有限公司经营范围涵盖稀土高磁性材料的回收利用、加工等服务	2026-06-29\|4.20\|-1.18\|4.27\|4.29\|4.05\|115214;2026-06-30\|4.10\|-2.38\|4.21\|4.25\|4.08\|107561;2026-07-01\|4.24\|3.41\|4.10\|4.32\|4.08\|165262;2026-07-02\|4.28\|0.94\|4.22\|4.40\|4.22\|116991;2026-07-03\|4.18\|-2.34\|4.34\|4.36\|4.15\|155241;2026-07-06\|4.02\|-3.83\|4.19\|4.27\|4.00\|145995;2026-07-07\|3.97\|-1.24\|4.02\|4.05\|3.93\|93128;2026-07-08\|3.90\|-1.76\|3.93\|3.95\|3.84\|87391;2026-07-09\|3.88\|-0.51\|3.90\|3.96\|3.76\|93068;2026-07-10\|3.97\|2.32\|3.90\|4.07\|3.79\|113304;2026-07-13\|3.76\|-5.29\|3.97\|3.98\|3.76\|96856;2026-07-14\|3.97\|5.59\|3.78\|3.98\|3.74\|146621;2026-07-15\|4.01\|1.01\|3.97\|4.06\|3.92\|86681;2026-07-16\|4.01\|0.00\|4.00\|4.14\|3.93\|88407;2026-07-17\|3.85\|-3.99\|4.02\|4.09\|3.80\|119220;2026-07-20\|3.71\|-3.64\|3.88\|3.97\|3.66\|125543;2026-07-21\|3.74\|0.81\|3.71\|3.75\|3.51\|124142;2026-07-22\|3.70\|-1.07\|3.71\|3.83\|3.66\|102772;2026-07-23\|3.91\|5.68\|3.71\|3.92\|3.70\|124530;2026-07-24\|3.78\|-3.32\|3.92\|3.96\|3.73\|82786;2026-07-27\|3.88\|2.65\|3.81\|3.90\|3.75\|82878;2026-07-28\|3.92\|1.03\|3.86\|3.98\|3.84\|88600;2026-07-29\|4.06\|3.57\|3.94\|4.10\|3.89\|108771;2026-07-30\|4.04\|-0.49\|4.05\|4.15\|4.01\|109127;2026-07-31\|4.09\|1.24\|4.09\|4.13\|4.04\|80113;2026-08-03\|4.27\|4.40\|4.12\|4.27\|4.09\|98343;2026-08-04\|4.26\|-0.23\|4.29\|4.31\|4.23\|73041;2026-08-05\|4.29\|0.70\|4.30\|4.37\|4.24\|115917;2026-08-06\|4.34\|1.17\|4.38\|4.52\|4.25\|183251;2026-08-07\|4.36\|0.46\|4.32\|4.38\|4.25\|134606;2026-08-10\|4.53\|3.90\|4.36\|4.54\|4.32\|109000;2026-08-11\|4.47\|-1.32\|4.48\|4.54\|4.43\|87950;2026-08-12\|4.51\|0.89\|4.48\|4.53\|4.44\|59697;2026-08-13\|4.40\|-2.44\|4.52\|4.52\|4.37\|84094;2026-08-14\|4.41\|0.23\|4.40\|4.47\|4.34\|71685;2026-08-17\|4.85\|9.98\|4.44\|4.85\|4.39\|165536;2026-08-18\|4.87\|0.41\|5.34\|5.34\|4.74\|652675;2026-08-19\|4.94\|1.44\|4.66\|4.97\|4.60\|540598;2026-08-20\|4.68\|-5.26\|4.83\|4.84\|4.57\|412753;2026-08-21\|4.62\|-1.28\|4.62\|4.81\|4.55\|320423;2026-08-24\|4.59\|-0.65\|4.59\|4.77\|4.54\|250524;2026-08-25\|5.05\|10.02\|4.60\|5.05\|4.50\|320462;2026-08-26\|4.90\|-2.97\|4.87\|5.03\|4.77\|553515;2026-08-27\|4.97\|1.43\|4.86\|5.02\|4.83\|336388;2026-08-28\|4.98\|0.20\|4.93\|5.01\|4.87\|253735;2026-08-31\|4.86\|-2.41\|4.95\|4.95\|4.81\|200185;2026-09-01\|4.94\|1.65\|4.85\|4.99\|4.84\|154519;2026-09-02\|4.88\|-1.21\|4.90\|4.96\|4.81\|123952;2026-09-03\|4.82\|-1.23\|4.91\|4.95\|4.77\|111611;2026-09-04\|4.79\|-0.62\|4.88\|4.90\|4.75\|108537;2026-09-07\|4.84\|1.04\|4.79\|4.86\|4.74\|93466;2026-09-08\|4.88\|0.83\|4.86\|4.90\|4.80\|82752;2026-09-09\|4.96\|1.64\|4.88\|4.96\|4.87\|121346;2026-09-10\|4.90\|-1.21\|4.98\|4.99\|4.81\|116625;2026-09-11\|4.72\|-3.67\|4.87\|4.87\|4.61\|140566;2026-09-14\|4.74\|0.42\|4.70\|4.79\|4.62\|96244;2026-09-15\|4.56\|-3.80\|4.77\|4.79\|4.56\|92241;2026-09-16\|4.65\|1.97\|4.63\|4.68\|4.50\|89573;2026-09-17\|4.61\|-0.86\|4.55\|4.66\|4.49\|88015;2026-09-18\|4.53\|-1.74\|4.63\|4.65\|4.53\|92451;2026-09-21\|4.98\|9.93\|4.54\|4.98\|4.54\|149398;2026-09-22\|4.87\|-2.21\|5.45\|5.45\|4.82\|515235;2026-09-23\|4.73\|-2.87\|4.87\|4.91\|4.66\|322207;2026-09-24\|4.64\|-1.90\|4.63\|4.80\|4.63\|172514;2026-09-28\|4.58\|-1.29\|4.63\|4.67\|4.51\|149308;2026-09-29\|4.71\|2.84\|4.58\|4.73\|4.52\|118048;2026-09-30\|4.62\|-1.91\|4.70\|4.73\|4.57\|129010;2026-10-08\|4.62\|0.00\|4.62\|4.72\|4.55\|100711;2026-10-09\|4.66\|0.87\|4.65\|4.66\|4.45\|119392;2026-10-12\|4.53\|-2.79\|4.65\|4.69\|4.52\|77737;2026-10-13\|4.98\|9.93\|4.53\|4.98\|4.38\|277706;2026-10-14\|4.74\|-4.82\|4.95\|4.95\|4.72\|307130;2026-10-15\|5.21\|9.92\|4.72\|5.21\|4.62\|544165;2026-10-16\|5.11\|-1.92\|5.39\|5.45\|4.99\|684339;2026-10-19\|5.02\|-1.76\|5.08\|5.17\|4.98\|371462;2026-10-20\|5.14\|2.39\|5.05\|5.52\|4.93\|731171;2026-10-21\|5.20\|1.17\|5.32\|5.38\|5.12\|543501;2026-10-22\|5.33\|2.50\|5.17\|5.72\|5.11\|699219;2026-10-23\|5.12\|-3.94\|5.02\|5.15\|4.80\|601318;2026-10-26\|5.25\|2.54\|5.15\|5.41\|5.05\|541760;2026-10-27\|5.05\|-3.81\|5.18\|5.39\|4.99\|463207;2026-10-28\|5.32\|5.35\|5.00\|5.56\|4.81\|754356;2026-10-29\|5.15\|-3.20\|5.07\|5.33\|5.07\|432989;2026-10-30\|5.40\|4.85\|5.24\|5.65\|5.20\|722324;2026-11-02\|5.68\|5.19\|5.27\|5.90\|5.27\|789195;2026-11-03\|5.99\|5.46\|5.51\|6.20\|5.46\|879018;2026-11-04\|5.43\|-9.35\|5.68\|5.89\|5.39\|810777;2026-11-05\|5.54\|2.03\|5.45\|5.88\|5.45\|631883;2026-11-06\|4.99\|-9.93\|5.21\|5.28\|4.99\|550460
126582		炭黑+高压电缆屏蔽料+固态电池+股份变动 1、公司主营二氧化硅与炭黑，炭黑产品应用于高压电缆屏蔽料等领域，导电炭黑市场占有率行业领先；年产10万吨高压电缆屏蔽料用纳米碳材料项目二期首条产线已于2026年5月试生产。 2、据2026年3月12日及2025年9月9日互动易，公司导电炭黑可用于固态电池业务，已提前筹划并有相应进展，拥有相关发明专利。 3、据2026年7月8日公告，公司控股股东海南联科拟向实控人吴晓林协议转让18.834%股份，转让后实控人直接持股比例提升，且承诺受让股份锁定期延长至18个月。	1、轮胎助剂行业的区域龙头；专业从事二氧化硅和炭黑的研产销，产品主要用于轮胎和工业橡胶制品、电缆屏蔽料、色母料及饲料和日化行业等领域； 2、公司年产10万吨高压电缆屏蔽料用纳米碳材料二期在建5万吨，海缆用高压导电炭黑第一条生产线预计2026年上半年投产	2026-06-29\|15.68\|4.67\|14.85\|16.00\|14.39\|92188;2026-06-30\|14.92\|-4.85\|15.56\|15.95\|14.72\|61664;2026-07-01\|15.21\|1.94\|14.81\|15.45\|14.76\|41588;2026-07-02\|15.42\|1.38\|15.20\|15.79\|15.06\|45725;2026-07-03\|15.26\|-1.04\|15.51\|15.61\|15.18\|44026;2026-07-06\|14.85\|-2.69\|15.20\|15.35\|14.78\|43170;2026-07-07\|14.80\|-0.34\|14.85\|15.12\|14.46\|40812;2026-07-08\|16.28\|10.00\|14.88\|16.28\|14.60\|138110;2026-07-09\|16.10\|-1.11\|16.07\|16.56\|15.69\|114090;2026-07-10\|15.49\|-3.79\|16.10\|16.10\|15.41\|85788;2026-07-13\|14.81\|-4.39\|15.39\|15.40\|14.60\|59238;2026-07-14\|14.60\|-1.42\|14.78\|14.78\|14.34\|44468;2026-07-15\|14.91\|2.12\|14.54\|14.96\|14.35\|52763;2026-07-16\|14.81\|-0.67\|14.43\|15.34\|14.36\|57867;2026-07-17\|15.29\|3.24\|14.80\|15.48\|14.65\|80601;2026-07-20\|14.74\|-3.60\|15.29\|15.36\|14.55\|58637;2026-07-21\|14.71\|-0.20\|14.60\|14.76\|14.03\|49978;2026-07-22\|14.24\|-3.20\|14.68\|14.68\|14.15\|36736;2026-07-23\|14.53\|2.04\|14.14\|14.59\|14.08\|31103;2026-07-24\|14.19\|-2.34\|14.39\|14.46\|14.12\|23408;2026-07-27\|14.46\|1.90\|14.21\|14.54\|14.12\|22103;2026-07-28\|14.46\|0.00\|14.31\|14.64\|14.31\|15580;2026-07-29\|14.82\|2.49\|14.46\|15.06\|14.44\|31744;2026-07-30\|14.87\|0.34\|14.82\|15.26\|14.70\|34231;2026-07-31\|15.42\|3.70\|14.92\|15.58\|14.92\|48461;2026-08-03\|15.63\|1.36\|15.46\|15.83\|15.46\|26050;2026-08-04\|15.49\|-0.90\|15.60\|15.67\|15.38\|29348;2026-08-05\|15.54\|0.32\|15.49\|15.60\|15.42\|26916;2026-08-06\|15.60\|0.39\|15.50\|15.63\|15.29\|31281;2026-08-07\|15.58\|-0.13\|15.65\|15.80\|15.48\|18315;2026-08-10\|15.99\|2.63\|15.52\|16.09\|15.39\|47660;2026-08-11\|16.32\|2.06\|16.78\|17.16\|16.23\|122943;2026-08-12\|16.23\|-0.55\|16.18\|16.48\|16.08\|59431;2026-08-13\|15.75\|-2.96\|16.32\|16.33\|15.75\|43634;2026-08-14\|15.82\|0.44\|15.75\|15.90\|15.50\|34191;2026-08-17\|17.40\|9.99\|15.73\|17.40\|15.71\|138934;2026-08-18\|17.24\|-0.92\|17.23\|17.45\|17.02\|98418;2026-08-19\|16.87\|-2.15\|17.20\|17.32\|16.81\|55376;2026-08-20\|16.95\|0.47\|16.99\|17.34\|16.76\|68135;2026-08-21\|16.71\|-1.42\|16.85\|17.01\|16.65\|44597;2026-08-24\|16.80\|0.54\|16.57\|16.98\|16.56\|35993;2026-08-25\|16.84\|0.24\|16.68\|16.87\|16.27\|41402;2026-08-26\|16.96\|0.71\|16.84\|17.28\|16.72\|45798;2026-08-27\|16.88\|-0.47\|16.96\|16.99\|16.64\|32987;2026-08-28\|16.90\|0.12\|16.81\|16.93\|16.75\|28173;2026-08-31\|17.44\|3.20\|16.88\|17.49\|16.73\|63508;2026-09-01\|17.78\|1.95\|17.39\|17.85\|17.33\|58758;2026-09-02\|18.11\|1.86\|17.65\|18.20\|17.51\|68946;2026-09-03\|17.84\|-1.49\|18.01\|18.11\|17.71\|43389;2026-09-04\|17.54\|-1.68\|17.94\|17.94\|17.46\|41698;2026-09-07\|17.51\|-0.17\|17.64\|17.64\|17.27\|24733;2026-09-08\|17.55\|0.23\|17.54\|17.57\|17.35\|23493;2026-09-09\|17.58\|0.17\|17.48\|17.63\|17.43\|20502;2026-09-10\|17.25\|-1.88\|17.55\|17.67\|17.22\|26821;2026-09-11\|17.00\|-1.45\|16.94\|17.35\|16.65\|30660;2026-09-14\|17.34\|2.00\|17.00\|17.45\|16.66\|34929;2026-09-15\|17.08\|-1.50\|17.40\|17.49\|16.92\|23879;2026-09-16\|17.65\|3.34\|17.44\|18.25\|17.30\|65408;2026-09-17\|17.98\|1.87\|17.36\|18.25\|17.16\|74225;2026-09-18\|18.01\|0.17\|17.88\|18.01\|17.67\|42717;2026-09-21\|17.84\|-0.94\|18.00\|18.15\|17.72\|43139;2026-09-22\|18.64\|4.48\|17.88\|18.75\|17.70\|83249;2026-09-23\|18.21\|-2.31\|18.51\|18.55\|18.15\|37876;2026-09-24\|18.55\|1.87\|18.06\|18.81\|18.01\|66693;2026-09-28\|18.70\|0.81\|18.48\|18.70\|18.13\|38245;2026-09-29\|19.08\|2.03\|18.45\|19.37\|18.38\|55506;2026-09-30\|19.00\|-0.42\|18.96\|19.21\|18.76\|41723;2026-10-08\|18.79\|-1.11\|18.89\|19.05\|18.42\|46130;2026-10-09\|18.25\|-1.30\|18.49\|18.50\|17.81\|44985;2026-10-12\|18.36\|0.60\|18.18\|18.83\|18.16\|50696;2026-10-13\|18.77\|2.23\|18.44\|19.06\|17.95\|65400;2026-10-14\|18.30\|-2.50\|18.63\|18.98\|18.14\|51778;2026-10-15\|16.85\|-7.92\|17.71\|17.71\|16.69\|71975;2026-10-16\|17.01\|0.95\|17.19\|17.40\|16.88\|35133;2026-10-19\|16.93\|-0.47\|17.02\|17.14\|16.75\|24691;2026-10-20\|17.08\|0.89\|16.99\|17.26\|16.92\|15119;2026-10-21\|16.77\|-1.81\|17.19\|17.19\|16.73\|21554;2026-10-22\|16.45\|-1.91\|16.78\|16.79\|16.35\|23779;2026-10-23\|16.54\|0.55\|16.46\|16.58\|15.68\|36422;2026-10-26\|16.93\|2.36\|16.53\|17.08\|16.40\|28478;2026-10-27\|16.40\|-3.13\|16.93\|17.14\|16.38\|21930;2026-10-28\|16.80\|2.44\|16.41\|16.89\|16.41\|23066;2026-10-29\|16.70\|-0.60\|16.97\|16.97\|16.66\|14530;2026-10-30\|16.09\|-3.65\|16.50\|16.86\|16.00\|29106;2026-11-02\|16.43\|2.11\|16.09\|16.53\|16.00\|25081;2026-11-03\|16.85\|2.56\|16.44\|16.87\|16.27\|30482;2026-11-04\|16.91\|0.36\|16.85\|16.99\|16.51\|23518;2026-11-05\|17.25\|2.01\|17.07\|17.36\|16.85\|23189;2026-11-06\|17.10\|-0.87\|16.88\|17.29\|16.80\|17176
126581	南亚向客户发出涨价函	高速线缆+PCB+光器件+人形机器人行业原因： 1、据中国基金报8月17日报道，南亚塑料电子材料事业部向客户发出涨价通知，宣布铜箔基板及半固化片价格自2026年9月1日起调涨20%至25%，PCB上游材料涨价潮持续扩大。 2、中信证券8月17日研报指出，近期PCB/CCL公司密集发布业绩预告，AI高占比公司业绩高增，CCL环节受涨价拉动盈利能力加速释放，看好下半年AI新产能释放及客户加速拉货带来的增长动能。公司原因： 1、据2026年7月27日互动易及2026年8月11日互动易，公司高速线缆连接组件产品已应用于AI服务器及数据中心服务器；公司通过参股基金投资迦连科技，专注为CPU、GPU等核心大芯片提供连接解决方案。 2、据2026年8月11日及8月7日互动易，公司子公司电连光子主要产品方向为无源光器件，持续跟踪CPO相关先进封装技术演进；公司依托连接领域技术积累，开展“电连接+光连接”融合技术布局。 3、据2025年年度报告，公司是国内领先的微型射频电连接器及互连系统相关产品供应商，产品涵盖PCB软板，已进入小米、OPPO、华为等全球主流智能手机品牌供应链。 4、据2026年7月27日互动易，公司相关产品可应用于传感器配置较高的人形机器人领域，与相关头部机器人公司已有研发合作，并已有相关产品应用到头部人形机器人公司。	公司微型射频连接器、PCB软板、车载高速连接器已规模量产，国内众多头部汽车客户导入顺利并已实现大规模出货	2026-06-29\|56.05\|-11.86\|64.16\|64.50\|54.80\|365162;2026-06-30\|59.99\|7.03\|56.10\|60.50\|54.93\|256927;2026-07-01\|60.65\|1.10\|59.99\|62.98\|58.00\|236920;2026-07-02\|60.62\|-0.05\|58.17\|65.98\|57.51\|344469;2026-07-03\|64.50\|6.40\|62.00\|65.09\|59.81\|326104;2026-07-06\|62.85\|-2.56\|65.20\|65.65\|61.10\|359877;2026-07-07\|57.06\|-9.21\|62.00\|62.50\|56.73\|255384;2026-07-08\|54.59\|-4.33\|58.20\|58.46\|53.65\|179938;2026-07-09\|59.25\|8.54\|56.20\|59.42\|52.00\|248308;2026-07-10\|56.87\|-4.02\|59.50\|61.66\|56.70\|191167;2026-07-13\|50.08\|-11.94\|56.45\|57.55\|49.61\|210910;2026-07-14\|51.95\|3.73\|50.80\|53.23\|48.32\|179887;2026-07-15\|50.00\|-3.75\|52.96\|53.56\|49.60\|147514;2026-07-16\|48.94\|-2.12\|49.70\|51.65\|48.30\|126928;2026-07-17\|43.74\|-10.63\|48.30\|49.03\|43.00\|202031;2026-07-20\|38.82\|-11.25\|45.25\|46.13\|37.31\|299532;2026-07-21\|42.39\|9.20\|39.15\|42.40\|35.30\|251088;2026-07-22\|41.02\|-3.23\|42.03\|43.34\|40.58\|174836;2026-07-23\|40.73\|-0.71\|41.35\|43.26\|40.43\|174759;2026-07-24\|39.86\|-2.14\|40.29\|40.86\|38.60\|159758;2026-07-27\|42.14\|5.72\|40.00\|43.03\|39.98\|209049;2026-07-28\|39.18\|-7.02\|41.35\|41.58\|38.74\|150609;2026-07-29\|37.50\|-4.29\|39.19\|39.65\|36.67\|213744;2026-07-30\|35.15\|-6.27\|37.43\|37.65\|34.58\|213212;2026-07-31\|36.52\|3.90\|38.00\|38.47\|36.47\|188802;2026-08-03\|37.00\|1.31\|36.31\|37.17\|36.00\|132331;2026-08-04\|38.84\|4.97\|37.20\|39.12\|37.15\|151440;2026-08-05\|40.89\|5.28\|38.10\|41.67\|37.50\|210319;2026-08-06\|40.70\|-0.46\|40.03\|41.68\|39.58\|150400;2026-08-07\|42.19\|3.66\|40.86\|42.85\|39.89\|189129;2026-08-10\|40.87\|-3.13\|42.30\|42.88\|40.14\|173673;2026-08-11\|41.31\|1.08\|40.37\|42.10\|40.05\|149900;2026-08-12\|43.21\|4.60\|40.95\|44.14\|40.91\|196048;2026-08-13\|42.03\|-2.73\|43.39\|44.35\|42.03\|176851;2026-08-14\|42.64\|1.45\|42.78\|43.40\|42.20\|127259;2026-08-17\|51.17\|20.00\|43.40\|51.17\|43.40\|372372;2026-08-18\|55.35\|8.17\|53.02\|55.39\|52.90\|512047;2026-08-19\|48.98\|-11.51\|53.80\|54.30\|48.50\|425827;2026-08-20\|50.45\|3.00\|49.96\|52.49\|49.00\|322651;2026-08-21\|51.45\|1.98\|50.09\|53.38\|49.08\|323519;2026-08-24\|50.20\|-2.43\|51.45\|51.60\|48.30\|272611;2026-08-25\|51.30\|2.19\|48.78\|52.72\|48.78\|282700;2026-08-26\|50.18\|-2.18\|52.36\|52.75\|47.90\|284512;2026-08-27\|52.60\|4.82\|50.68\|53.75\|49.46\|318952;2026-08-28\|50.29\|-4.39\|52.62\|54.16\|50.16\|271497;2026-08-31\|49.87\|-0.84\|49.00\|50.66\|48.88\|224129;2026-09-01\|47.52\|-4.71\|49.87\|49.89\|47.00\|207795;2026-09-02\|46.31\|-2.55\|46.50\|46.88\|45.40\|168346;2026-09-03\|45.10\|-2.61\|46.53\|46.88\|44.60\|181050;2026-09-04\|43.00\|-4.66\|46.39\|47.07\|42.59\|230162;2026-09-07\|44.72\|4.00\|43.66\|45.46\|42.90\|208381;2026-09-08\|43.55\|-2.62\|44.50\|45.02\|43.34\|136107;2026-09-09\|43.48\|-0.16\|44.37\|45.15\|43.25\|118684;2026-09-10\|42.76\|-1.66\|43.14\|43.51\|42.38\|112167;2026-09-11\|42.35\|-0.96\|42.00\|42.80\|40.34\|167845;2026-09-14\|44.33\|4.68\|41.87\|44.66\|40.88\|180496;2026-09-15\|42.78\|-3.50\|43.64\|43.93\|42.60\|140326;2026-09-16\|44.62\|4.30\|42.93\|44.98\|42.54\|205211;2026-09-17\|44.25\|-0.83\|44.40\|45.38\|43.93\|149949;2026-09-18\|45.39\|2.58\|45.04\|45.98\|43.80\|199991;2026-09-21\|46.11\|1.59\|45.57\|46.64\|45.40\|171454;2026-09-22\|45.33\|-1.69\|47.80\|47.90\|45.11\|197709;2026-09-23\|46.22\|1.96\|45.33\|46.97\|45.32\|181236;2026-09-24\|44.72\|-3.25\|45.77\|46.30\|44.70\|187780;2026-09-28\|41.01\|-8.30\|44.42\|44.60\|40.50\|173982;2026-09-29\|40.91\|-0.24\|40.60\|41.70\|40.50\|99192;2026-09-30\|40.17\|-1.81\|41.21\|41.46\|39.66\|96737;2026-10-08\|38.14\|-5.05\|40.50\|40.80\|37.71\|126306;2026-10-09\|37.90\|-0.63\|37.93\|38.34\|36.33\|130788;2026-10-12\|35.98\|-5.07\|37.74\|37.85\|35.85\|130531;2026-10-13\|36.76\|2.17\|35.32\|37.05\|34.20\|138493;2026-10-14\|37.04\|0.76\|36.34\|38.97\|35.92\|183443;2026-10-15\|36.06\|-2.65\|35.56\|37.47\|35.20\|144741;2026-10-16\|35.24\|-2.27\|37.55\|37.55\|35.00\|149179;2026-10-19\|35.72\|1.36\|34.92\|36.13\|33.88\|110100;2026-10-20\|37.14\|3.98\|35.47\|37.25\|35.06\|136414;2026-10-21\|36.50\|-1.72\|37.26\|37.50\|36.30\|93297;2026-10-22\|35.80\|-1.92\|36.44\|36.84\|35.50\|105419;2026-10-23\|37.21\|3.94\|35.10\|37.26\|33.41\|152135;2026-10-26\|35.53\|-4.51\|36.78\|36.98\|35.20\|113030;2026-10-27\|34.31\|-3.43\|36.22\|36.60\|34.30\|96229;2026-10-28\|36.30\|5.80\|35.10\|36.76\|34.62\|130714;2026-10-29\|34.69\|-4.44\|36.02\|36.30\|34.61\|101246;2026-10-30\|34.60\|-0.26\|33.95\|36.10\|33.00\|155809;2026-11-02\|34.64\|0.12\|34.80\|35.50\|33.80\|136619;2026-11-03\|33.06\|-4.56\|34.25\|34.87\|32.98\|124398;2026-11-04\|35.79\|8.26\|33.30\|36.07\|32.96\|162591;2026-11-05\|35.80\|0.03\|35.00\|36.79\|34.91\|145916;2026-11-06\|34.13\|-4.66\|34.00\|34.80\|33.66\|109443
126580	1-7月中国创新药BD交易总金额达1063亿美元	算力光器件+医用内窥镜+股份回购 1、据2026年4月25日年报，公司2026年将积极应对AI算力对光学产品的需求激增，调整和扩大算力光器件生产能力。 2、据2026年7月10日投资者调研记录，公司坚持医疗和光学业务并行发展，医疗业务以医用内窥镜为核心，在现有基础上做深做强。 3、据2026年8月4日公告，截至2026年7月31日，公司已累计回购股份65.16万股，成交金额4428.31万元。	公司专业从事医用内窥镜器械和光学产品的研产销，出口产品占比超7成，其中高清荧光腹腔镜的出口金额占比排名国内第一	2026-06-29\|95.65\|-7.19\|102.90\|105.67\|93.50\|89287;2026-06-30\|101.13\|5.73\|96.88\|101.60\|93.51\|65464;2026-07-01\|100.18\|-0.94\|102.90\|102.90\|98.00\|39898;2026-07-02\|99.03\|-1.15\|98.98\|105.00\|96.41\|59561;2026-07-03\|99.00\|-0.03\|102.44\|102.44\|97.76\|41138;2026-07-06\|91.95\|-7.12\|100.40\|101.00\|89.49\|64963;2026-07-07\|86.99\|-5.39\|92.00\|92.00\|86.13\|52294;2026-07-08\|85.61\|-1.59\|88.44\|89.08\|84.50\|31778;2026-07-09\|88.37\|3.22\|86.01\|89.60\|81.88\|45863;2026-07-10\|87.58\|-0.89\|89.38\|92.09\|87.58\|35991;2026-07-13\|83.06\|-5.16\|88.89\|89.80\|82.00\|47581;2026-07-14\|85.50\|2.94\|83.33\|85.88\|79.76\|47781;2026-07-15\|82.01\|-4.08\|86.80\|86.80\|81.10\|37337;2026-07-16\|82.65\|0.78\|83.80\|87.02\|82.01\|50598;2026-07-17\|71.49\|-13.50\|81.16\|81.99\|71.05\|52981;2026-07-20\|67.26\|-5.92\|73.18\|76.30\|65.27\|69961;2026-07-21\|72.49\|7.78\|67.00\|72.95\|60.21\|63209;2026-07-22\|75.35\|3.95\|72.72\|77.30\|70.12\|71688;2026-07-23\|75.90\|0.73\|75.35\|78.90\|75.00\|47602;2026-07-24\|72.82\|-4.06\|74.00\|76.21\|71.22\|42462;2026-07-27\|72.48\|-0.47\|73.76\|73.98\|69.00\|65677;2026-07-28\|66.20\|-8.66\|70.35\|72.32\|65.33\|55413;2026-07-29\|66.53\|0.50\|65.01\|67.65\|63.69\|43001;2026-07-30\|58.95\|-11.39\|65.80\|66.83\|57.90\|70556;2026-07-31\|68.45\|16.12\|63.00\|70.70\|63.00\|84693;2026-08-03\|64.25\|-6.14\|68.40\|69.98\|64.20\|63218;2026-08-04\|69.49\|8.16\|65.70\|70.39\|65.50\|44699;2026-08-05\|71.95\|3.54\|66.00\|72.85\|64.88\|70356;2026-08-06\|72.06\|0.15\|70.81\|73.68\|70.20\|40796;2026-08-07\|75.95\|5.40\|71.90\|76.58\|70.88\|60074;2026-08-10\|73.76\|-2.88\|76.53\|78.30\|73.00\|58526;2026-08-11\|76.31\|3.46\|72.49\|79.00\|71.60\|66204;2026-08-12\|79.12\|3.68\|76.20\|81.50\|75.00\|68539;2026-08-13\|72.07\|-8.91\|82.00\|87.97\|71.70\|132989;2026-08-14\|74.80\|3.79\|72.03\|75.58\|70.83\|79655;2026-08-17\|89.76\|20.00\|74.76\|89.76\|72.88\|156507;2026-08-18\|96.54\|7.55\|87.99\|99.79\|86.24\|216677;2026-08-19\|86.23\|-10.68\|91.00\|94.96\|85.00\|158270;2026-08-20\|87.50\|1.47\|87.10\|92.70\|86.10\|122799;2026-08-21\|91.93\|5.06\|87.36\|94.87\|83.34\|124922;2026-08-24\|84.25\|-8.35\|90.60\|90.96\|80.01\|107784;2026-08-25\|84.25\|0.00\|82.45\|86.70\|78.94\|91410;2026-08-26\|90.28\|7.16\|84.25\|91.69\|77.51\|128431;2026-08-27\|89.20\|-1.20\|90.19\|94.78\|87.80\|112836;2026-08-28\|90.62\|1.59\|89.01\|96.02\|87.16\|108326;2026-08-31\|94.00\|3.73\|87.97\|98.90\|87.97\|104735;2026-09-01\|85.50\|-9.04\|94.00\|94.70\|85.00\|96417;2026-09-02\|82.50\|-3.51\|84.26\|85.48\|79.52\|76464;2026-09-03\|87.00\|5.45\|82.99\|89.77\|82.36\|89745;2026-09-04\|81.81\|-5.97\|87.87\|92.00\|80.90\|86496;2026-09-07\|93.11\|13.81\|85.00\|93.50\|84.01\|144142;2026-09-08\|94.49\|1.48\|92.76\|99.48\|90.10\|126146;2026-09-09\|89.33\|-5.46\|98.00\|98.00\|89.30\|108838;2026-09-10\|87.14\|-2.45\|90.55\|91.18\|85.47\|70167;2026-09-11\|81.20\|-6.82\|84.30\|85.95\|80.00\|84085;2026-09-14\|77.55\|-4.50\|78.00\|78.99\|75.21\|74199;2026-09-15\|78.25\|0.90\|77.47\|80.43\|76.77\|47461;2026-09-16\|82.35\|5.24\|78.62\|83.35\|77.96\|55773;2026-09-17\|80.00\|-2.85\|82.00\|83.62\|79.72\|44605;2026-09-18\|82.00\|2.50\|80.34\|83.30\|80.20\|48132;2026-09-21\|81.35\|-0.79\|82.80\|83.50\|81.10\|44294;2026-09-22\|79.28\|-2.54\|81.90\|84.13\|78.57\|66877;2026-09-23\|87.48\|10.34\|79.55\|89.40\|78.76\|95212;2026-09-24\|81.01\|-7.40\|87.00\|87.00\|81.01\|60842;2026-09-28\|74.70\|-7.79\|81.38\|81.40\|73.77\|52335;2026-09-29\|76.40\|2.28\|74.60\|77.40\|73.56\|32981;2026-09-30\|76.06\|-0.45\|77.00\|79.20\|75.60\|32609;2026-10-08\|69.32\|-8.86\|75.90\|76.38\|68.50\|51093;2026-10-09\|68.85\|-0.68\|69.32\|70.40\|64.56\|53583;2026-10-12\|68.38\|-0.68\|67.78\|69.95\|66.23\|31876;2026-10-13\|70.23\|2.71\|67.00\|71.24\|65.38\|45996;2026-10-14\|66.88\|-4.77\|70.00\|70.23\|66.80\|30719;2026-10-15\|62.88\|-5.98\|64.47\|65.39\|62.20\|39551;2026-10-16\|61.47\|-2.24\|65.15\|65.67\|60.23\|30378;2026-10-19\|60.13\|-2.18\|61.47\|62.49\|58.59\|41446;2026-10-20\|62.83\|4.49\|60.02\|64.30\|58.86\|49573;2026-10-21\|62.84\|0.02\|63.53\|65.30\|62.35\|29712;2026-10-22\|59.00\|-6.11\|62.90\|63.50\|58.80\|35673;2026-10-23\|59.14\|0.24\|57.52\|59.90\|54.03\|49392;2026-10-26\|56.25\|-4.89\|58.10\|58.48\|54.80\|58101;2026-10-27\|54.44\|-3.22\|57.38\|58.50\|54.44\|37973;2026-10-28\|55.47\|1.89\|55.33\|56.50\|54.35\|34288;2026-10-29\|51.21\|-7.68\|55.43\|55.47\|51.10\|49473;2026-10-30\|48.80\|-4.71\|49.00\|52.40\|47.81\|58521;2026-11-02\|50.06\|2.58\|48.95\|50.82\|47.11\|57528;2026-11-03\|50.24\|0.36\|49.39\|52.00\|47.80\|71130;2026-11-04\|53.56\|6.61\|51.24\|54.30\|48.50\|69638;2026-11-05\|52.40\|-2.17\|52.00\|54.88\|51.31\|75770;2026-11-06\|50.26\|-4.08\|48.96\|50.99\|48.20\|59914
126579		HRSG管（用于燃机）+特材项目+油井管 1、据2026年6月23日投资者关系活动记录表，公司HRSG管主要应用于燃气轮机联合循环发电余热回收系统，与国内外品牌企业建立了稳定的业务关系，目前正依托已投产的特材项目拓展高端不锈钢及镍基HRSG管产能，并启动高端合金管精整线项目提升高钢级HRSG管生产能力。 2、据2026年6月23日投资者关系活动记录表，特材项目是公司高端化升级标杆项目，已于2025年11月竣工投产，近期实现水下脐带缆用超级双相不锈钢管首单交付，不锈钢锅炉管、不锈钢HRSG管等产品实现多批次生产供货。 3、据2026年6月23日投资者关系活动记录表，中东局势缓和对油井管需求预计产生正面影响，公司将加大海外市场开发，重点做好非常规油气产品及镍基合金油井管等高端产品的市场拓展。	公司核心产品 HRSG 余热锅炉管用于燃气轮机联合循环发电的余热回收系统	2026-06-29\|6.24\|0.16\|6.20\|6.28\|6.03\|200479;2026-06-30\|6.18\|-0.96\|6.20\|6.23\|6.10\|132812;2026-07-01\|6.24\|0.97\|6.22\|6.31\|6.17\|165624;2026-07-02\|6.15\|-1.44\|6.22\|6.37\|6.13\|174450;2026-07-03\|6.38\|3.74\|6.22\|6.54\|6.16\|270224;2026-07-06\|6.20\|-2.82\|6.40\|6.51\|6.20\|186169;2026-07-07\|6.02\|-2.90\|6.21\|6.24\|6.00\|165149;2026-07-08\|6.02\|0.00\|6.03\|6.11\|5.87\|225668;2026-07-09\|5.91\|-1.83\|5.98\|6.21\|5.78\|211765;2026-07-10\|6.09\|3.05\|5.87\|6.31\|5.83\|337089;2026-07-13\|5.81\|-4.60\|6.02\|6.14\|5.81\|259131;2026-07-14\|5.91\|1.72\|5.85\|5.95\|5.75\|159769;2026-07-15\|5.92\|0.17\|5.91\|6.05\|5.84\|167142;2026-07-16\|5.90\|-0.34\|5.89\|6.00\|5.80\|151912;2026-07-17\|5.67\|-3.90\|5.86\|5.96\|5.65\|195605;2026-07-20\|5.71\|0.71\|5.72\|5.90\|5.64\|258350;2026-07-21\|5.71\|0.00\|5.71\|5.81\|5.53\|223439;2026-07-22\|5.79\|1.40\|5.69\|5.92\|5.65\|223602;2026-07-23\|6.10\|5.35\|5.82\|6.11\|5.77\|283079;2026-07-24\|5.96\|-2.30\|6.12\|6.14\|5.92\|207812;2026-07-27\|6.11\|2.52\|5.98\|6.11\|5.88\|156968;2026-07-28\|6.06\|-0.82\|6.04\|6.11\|6.01\|135745;2026-07-29\|6.23\|2.81\|6.05\|6.28\|6.03\|237809;2026-07-30\|6.24\|0.16\|6.20\|6.37\|6.13\|186908;2026-07-31\|6.20\|-0.64\|6.20\|6.26\|6.15\|136093;2026-08-03\|6.42\|3.55\|6.20\|6.42\|6.17\|167356;2026-08-04\|6.37\|-0.78\|6.44\|6.45\|6.25\|148261;2026-08-05\|6.41\|0.63\|6.40\|6.47\|6.33\|139190;2026-08-06\|6.32\|-1.40\|6.38\|6.46\|6.23\|137261;2026-08-07\|6.32\|0.00\|6.31\|6.35\|6.23\|92308;2026-08-10\|6.42\|1.58\|6.33\|6.44\|6.29\|103200;2026-08-11\|6.29\|-2.02\|6.40\|6.44\|6.27\|96048;2026-08-12\|6.31\|0.32\|6.28\|6.33\|6.25\|84690;2026-08-13\|6.24\|-1.11\|6.36\|6.37\|6.24\|111627;2026-08-14\|6.24\|0.00\|6.24\|6.25\|6.13\|79406;2026-08-17\|6.86\|9.94\|6.24\|6.86\|6.18\|290293;2026-08-18\|6.84\|-0.29\|6.86\|6.93\|6.73\|377653;2026-08-19\|6.50\|-4.97\|6.78\|6.85\|6.46\|218088;2026-08-20\|6.35\|-2.31\|6.54\|6.57\|6.33\|196815;2026-08-21\|6.31\|-0.63\|6.30\|6.34\|6.16\|150459;2026-08-24\|6.29\|-0.32\|6.23\|6.31\|5.96\|319316;2026-08-25\|6.92\|10.02\|6.24\|6.92\|6.14\|491305;2026-08-26\|6.81\|-1.59\|6.90\|7.01\|6.75\|409865;2026-08-27\|6.86\|0.73\|6.81\|6.87\|6.68\|316869;2026-08-28\|6.83\|-0.44\|6.91\|6.93\|6.77\|261283;2026-08-31\|6.91\|1.17\|6.84\|7.13\|6.80\|516581;2026-09-01\|7.26\|5.07\|6.97\|7.34\|6.93\|594668;2026-09-02\|7.10\|-2.20\|7.20\|7.30\|7.04\|394028;2026-09-03\|6.88\|-3.10\|7.05\|7.10\|6.81\|318016;2026-09-04\|7.01\|1.89\|6.88\|7.14\|6.82\|289157;2026-09-07\|6.86\|-2.14\|6.99\|7.10\|6.84\|246374;2026-09-08\|6.88\|0.29\|6.93\|7.00\|6.79\|226308;2026-09-09\|6.81\|-1.02\|6.88\|6.88\|6.80\|165877;2026-09-10\|6.63\|-2.64\|6.75\|6.81\|6.59\|168216;2026-09-11\|6.80\|2.56\|6.56\|7.00\|6.40\|316295;2026-09-14\|6.77\|-0.44\|6.71\|6.95\|6.65\|200577;2026-09-15\|6.51\|-3.84\|6.78\|6.82\|6.50\|159005;2026-09-16\|6.49\|-0.31\|6.46\|6.55\|6.36\|133897;2026-09-17\|6.50\|0.15\|6.48\|6.59\|6.41\|92458;2026-09-18\|6.45\|-0.77\|6.50\|6.60\|6.44\|141085;2026-09-21\|6.60\|2.33\|6.50\|6.62\|6.45\|138410;2026-09-22\|6.48\|-1.82\|6.61\|6.63\|6.45\|141131;2026-09-23\|6.47\|-0.15\|6.46\|6.50\|6.40\|105317;2026-09-24\|6.72\|3.86\|6.42\|6.98\|6.41\|378416;2026-09-28\|6.41\|-4.61\|6.77\|6.78\|6.37\|233418;2026-09-29\|6.30\|-1.72\|6.36\|6.43\|6.29\|122825;2026-09-30\|6.28\|-0.32\|6.30\|6.36\|6.27\|78508;2026-10-08\|6.28\|0.00\|6.28\|6.41\|6.22\|129256;2026-10-09\|6.49\|3.34\|6.30\|6.54\|6.25\|204520;2026-10-12\|6.30\|-2.93\|6.46\|6.53\|6.28\|119308;2026-10-13\|6.36\|0.95\|6.20\|6.38\|6.10\|143234;2026-10-14\|6.12\|-3.77\|6.30\|6.33\|6.11\|101349;2026-10-15\|5.81\|-5.07\|6.03\|6.04\|5.75\|143269;2026-10-16\|5.97\|2.75\|5.85\|6.06\|5.84\|98950;2026-10-19\|6.03\|1.00\|5.96\|6.07\|5.86\|90370;2026-10-20\|6.06\|0.50\|6.01\|6.13\|5.96\|62117;2026-10-21\|6.03\|-0.49\|6.11\|6.14\|6.00\|49956;2026-10-22\|5.88\|-2.49\|6.02\|6.03\|5.88\|56881;2026-10-23\|5.87\|-0.17\|5.83\|5.89\|5.61\|102390;2026-10-26\|5.41\|-7.84\|5.75\|5.79\|5.31\|239331;2026-10-27\|5.24\|-3.14\|5.39\|5.44\|5.23\|142749;2026-10-28\|5.30\|1.15\|5.25\|5.35\|5.20\|89284;2026-10-29\|5.26\|-0.75\|5.31\|5.38\|5.23\|86924;2026-10-30\|5.20\|-1.14\|5.18\|5.37\|5.11\|89159;2026-11-02\|5.20\|0.00\|5.20\|5.26\|5.16\|99732;2026-11-03\|5.27\|1.35\|5.19\|5.35\|5.17\|85607;2026-11-04\|5.36\|1.71\|5.27\|5.37\|5.22\|83806;2026-11-05\|5.41\|0.93\|5.35\|5.44\|5.32\|89581;2026-11-06\|5.35\|-1.11\|5.27\|5.40\|5.24\|72915
126578	美股AI算力租赁商Nebius股价暴涨	算力租赁+IDC+定增行业原因：谷歌、微软、亚马逊最新季度云业务收入集体超预期大涨，谷歌云同比增长82%，微软Azure增长43%，亚马逊AWS增长37%。谷歌、微软、亚马逊隔夜美股集体涨超4%。公司原因： 1、据2026年7月21日公告，公司签署总金额73,140万元的算力服务重大合同，向头部运营商客户提供智算服务，推动业务向算力产业链下游延伸。 2、据2025年年报，公司运营位于北京的中恩云数据中心，拥有约8000个机柜，以8-12KW高功率机柜为主，是北京稀缺的超大规模数据中心资源，毛利率保持在较高水平。 3、据2026年7月14日公告，公司拟向控股股东上海奉望定增募资不超15亿元，用于偿还债务和补充流动资金，以优化资本结构，支持数据中心领域布局。	公司签署总金额73,140万元的算力服务重大合同，向头部运营商客户提供智算服务，推动业务向算力产业链下游延伸	2026-06-29\|42.29\|-10.00\|46.00\|46.47\|42.29\|50178;2026-06-30\|42.50\|0.50\|40.66\|43.00\|38.18\|63792;2026-07-01\|45.28\|6.54\|42.18\|46.59\|40.50\|70844;2026-07-02\|44.73\|-1.21\|44.50\|46.52\|43.58\|49132;2026-07-03\|46.77\|4.56\|44.72\|48.64\|44.38\|53539;2026-07-06\|49.54\|5.92\|47.19\|50.88\|46.32\|72245;2026-07-07\|47.55\|-4.02\|48.65\|50.98\|46.75\|62623;2026-07-08\|45.08\|-5.19\|47.56\|48.11\|45.00\|48169;2026-07-09\|45.61\|1.18\|45.15\|49.50\|43.68\|56015;2026-07-10\|43.03\|-5.66\|44.90\|47.40\|43.00\|55388;2026-07-13\|42.84\|-0.44\|42.86\|46.00\|42.00\|64842;2026-07-14\|45.50\|6.21\|42.84\|45.50\|40.00\|85224;2026-07-15\|40.95\|-10.00\|44.00\|44.00\|40.95\|65868;2026-07-16\|36.86\|-9.99\|37.00\|39.43\|36.86\|59964;2026-07-17\|35.30\|-4.23\|35.71\|36.80\|33.40\|86337;2026-07-20\|32.98\|-6.57\|35.74\|38.12\|32.14\|75039;2026-07-21\|34.00\|3.09\|34.20\|34.96\|31.02\|76793;2026-07-22\|34.00\|0.00\|34.10\|35.13\|32.98\|58237;2026-07-23\|33.72\|-0.82\|34.01\|34.93\|33.02\|32525;2026-07-24\|33.40\|-0.95\|33.39\|33.94\|32.35\|32273;2026-07-27\|33.93\|1.59\|33.70\|34.88\|33.01\|46029;2026-07-28\|32.70\|-3.63\|33.30\|34.48\|32.60\|38105;2026-07-29\|31.72\|-3.00\|32.50\|32.67\|31.02\|42390;2026-07-30\|28.55\|-9.99\|31.72\|32.00\|28.55\|53246;2026-07-31\|29.00\|1.58\|28.70\|30.49\|28.67\|64000;2026-08-03\|28.47\|-1.83\|29.43\|29.48\|28.31\|51275;2026-08-04\|31.32\|10.01\|28.37\|31.32\|28.30\|64660;2026-08-05\|32.36\|3.32\|31.32\|33.70\|31.32\|78453;2026-08-06\|33.70\|4.14\|32.09\|33.91\|31.71\|57412;2026-08-07\|34.09\|1.16\|33.51\|34.17\|32.90\|47378;2026-08-10\|37.50\|10.00\|34.40\|37.50\|34.28\|62969;2026-08-11\|37.07\|-1.15\|37.62\|38.50\|36.28\|81378;2026-08-12\|37.87\|2.16\|37.23\|38.30\|36.60\|50332;2026-08-13\|37.10\|-2.03\|38.83\|39.85\|37.10\|55457;2026-08-14\|37.13\|0.08\|37.10\|38.33\|36.79\|43126;2026-08-17\|40.84\|9.99\|37.14\|40.84\|36.92\|69762;2026-08-18\|43.13\|5.61\|40.80\|44.35\|40.80\|98730;2026-08-19\|40.95\|-5.05\|42.10\|43.30\|40.61\|74056;2026-08-20\|41.50\|1.34\|41.01\|41.78\|40.05\|54066;2026-08-21\|41.41\|-0.22\|41.50\|41.99\|40.26\|60244;2026-08-24\|39.17\|-5.41\|41.00\|41.39\|38.81\|56236;2026-08-25\|39.19\|0.05\|38.83\|39.57\|37.79\|36860;2026-08-26\|38.76\|-1.10\|39.50\|39.50\|38.45\|23425;2026-08-27\|38.73\|-0.08\|38.69\|39.26\|38.51\|29012;2026-08-28\|38.01\|-1.86\|38.66\|39.32\|38.01\|34707;2026-08-31\|38.65\|1.68\|37.69\|39.00\|37.25\|42491;2026-09-01\|38.21\|-1.14\|38.66\|39.10\|37.87\|30540;2026-09-02\|36.73\|-3.87\|37.90\|37.91\|36.70\|40400;2026-09-03\|36.80\|0.19\|37.13\|37.68\|36.45\|32350;2026-09-04\|35.66\|-3.10\|36.81\|37.98\|35.40\|41188;2026-09-07\|36.39\|2.05\|35.60\|37.98\|35.60\|44734;2026-09-08\|35.95\|-1.21\|36.60\|36.98\|35.90\|28395;2026-09-09\|36.58\|1.75\|35.95\|38.50\|35.95\|49397;2026-09-10\|36.59\|0.03\|36.19\|37.52\|35.80\|48357;2026-09-11\|35.10\|-4.07\|36.00\|36.00\|34.15\|53556;2026-09-14\|36.99\|5.38\|34.73\|37.35\|34.02\|57461;2026-09-15\|35.48\|-4.08\|37.00\|37.45\|35.32\|41207;2026-09-16\|35.54\|0.17\|35.23\|35.93\|35.00\|29285;2026-09-17\|36.36\|2.31\|35.30\|37.00\|35.30\|40928;2026-09-18\|36.83\|1.29\|36.87\|37.14\|36.38\|37628;2026-09-21\|36.61\|-0.60\|37.18\|38.32\|36.56\|38950;2026-09-22\|36.81\|0.55\|37.33\|37.87\|36.67\|54351;2026-09-23\|35.94\|-2.36\|36.55\|36.78\|35.72\|34640;2026-09-24\|34.91\|-2.87\|35.70\|35.93\|34.85\|25434;2026-09-28\|33.88\|-2.95\|34.91\|35.29\|33.30\|29034;2026-09-29\|33.58\|-0.89\|34.26\|34.79\|33.29\|18299;2026-09-30\|33.20\|-1.13\|33.62\|33.90\|32.98\|19178;2026-10-08\|32.65\|-1.66\|33.83\|35.39\|32.00\|40689;2026-10-09\|32.55\|-0.31\|32.65\|32.86\|31.31\|32376;2026-10-12\|31.26\|-3.96\|32.49\|32.49\|31.20\|26702;2026-10-13\|31.54\|0.90\|30.68\|31.57\|29.78\|31076;2026-10-14\|31.07\|-1.49\|32.00\|33.41\|30.92\|45375;2026-10-15\|29.75\|-4.25\|29.88\|30.42\|29.42\|35977;2026-10-16\|29.59\|-0.54\|31.18\|32.00\|29.40\|48086;2026-10-19\|29.48\|-0.37\|29.60\|29.80\|28.31\|33508;2026-10-20\|30.02\|1.83\|29.32\|30.63\|29.00\|32934;2026-10-21\|30.33\|1.03\|30.53\|30.53\|29.70\|26377;2026-10-22\|29.10\|-4.06\|30.11\|30.80\|28.80\|30980;2026-10-23\|29.85\|2.58\|28.81\|30.08\|27.03\|46975;2026-10-26\|31.00\|3.85\|29.50\|31.35\|29.39\|55847;2026-10-27\|31.36\|1.16\|31.70\|32.10\|30.87\|46907;2026-10-28\|33.17\|5.77\|31.36\|34.09\|31.10\|60560;2026-10-29\|32.55\|-1.87\|33.00\|34.48\|32.41\|59665;2026-10-30\|31.98\|-1.75\|31.67\|32.95\|31.08\|53807;2026-11-02\|32.19\|0.66\|30.00\|32.30\|28.82\|60967;2026-11-03\|30.08\|-6.55\|32.02\|32.20\|29.90\|47493;2026-11-04\|31.67\|5.29\|30.17\|31.99\|29.66\|40454;2026-11-05\|32.26\|1.86\|31.50\|33.35\|31.20\|41572;2026-11-06\|31.68\|-1.80\|31.00\|32.25\|30.72\|32425
126577	美股AI算力租赁商Nebius股价暴涨	算力租赁+PCB油墨+一季报增长 1、据2026年6月12日投资者关系活动记录表，公司主营业务为精细化工新材料，包含PCB电子油墨等产品，后续将持续注重对PCB电子油墨的投入和发展。 2、据2026年6月12日投资者关系活动记录表，公司通过全资子公司东方超算深圳科技有限公司从事算力租赁运维业务，目前保持算力业务稳定运营。 3、据2026年4月28日公告，公司2026年一季度实现营收1.10亿元，同比增长34.36%；归母净利润1042.67万元，同比增长253.41%。	1、全资子公司东方超算旗下的全国一体化算力平台拥有便捷调度多元算力，首批13家数据中心已经加盟东方超算全国一体化超级算力集群； 2、公司主营PCB电子油墨、软包装油墨及聚氨酯胶粘剂，PCB油墨应用于刚挠结合板等新兴电子产品	2026-06-29\|22.96\|-1.71\|23.36\|23.54\|22.18\|115850;2026-06-30\|23.17\|0.91\|22.98\|24.50\|22.66\|138201;2026-07-01\|22.11\|-4.57\|23.18\|23.18\|22.03\|124319;2026-07-02\|21.39\|-3.26\|21.60\|22.33\|21.21\|122853;2026-07-03\|21.12\|-1.26\|21.30\|21.96\|20.94\|95891;2026-07-06\|22.14\|4.83\|21.12\|23.23\|21.12\|191009;2026-07-07\|20.67\|-6.64\|22.66\|22.66\|20.42\|167619;2026-07-08\|21.18\|2.47\|20.47\|21.79\|20.24\|119215;2026-07-09\|21.08\|-0.47\|21.18\|22.45\|19.98\|125911;2026-07-10\|23.19\|10.01\|21.02\|23.19\|20.70\|200134;2026-07-13\|22.79\|-1.72\|23.17\|23.60\|22.10\|252154;2026-07-14\|24.15\|5.97\|22.95\|24.50\|21.91\|332644;2026-07-15\|24.52\|1.53\|23.45\|25.33\|23.20\|333268;2026-07-16\|23.05\|-6.00\|23.60\|24.22\|22.72\|211635;2026-07-17\|20.75\|-9.98\|23.00\|23.00\|20.75\|212568;2026-07-20\|19.10\|-7.95\|21.18\|22.21\|18.71\|224729;2026-07-21\|19.75\|3.40\|19.42\|19.79\|17.39\|186655;2026-07-22\|19.27\|-2.43\|19.42\|20.19\|19.10\|143198;2026-07-23\|19.52\|1.30\|19.17\|19.80\|19.05\|92465;2026-07-24\|18.73\|-4.05\|19.09\|19.92\|18.66\|82682;2026-07-27\|20.60\|9.98\|19.05\|20.60\|18.66\|187144;2026-07-28\|21.08\|2.33\|20.16\|21.95\|20.16\|191470;2026-07-29\|21.26\|0.85\|21.08\|21.75\|20.73\|127702;2026-07-30\|21.79\|2.49\|21.49\|22.36\|21.08\|179478;2026-07-31\|21.30\|-2.25\|21.50\|22.10\|20.80\|187256;2026-08-03\|21.83\|2.49\|21.10\|22.35\|21.03\|133708;2026-08-04\|22.45\|2.84\|22.26\|22.69\|21.90\|117511;2026-08-05\|24.09\|7.31\|23.15\|24.22\|22.81\|185174;2026-08-06\|24.88\|3.28\|23.77\|25.12\|23.64\|174218;2026-08-07\|25.54\|2.65\|24.80\|25.60\|24.31\|139922;2026-08-10\|26.50\|3.76\|25.60\|26.74\|25.25\|140472;2026-08-11\|26.04\|-1.74\|26.49\|26.80\|25.78\|116263;2026-08-12\|26.56\|2.00\|26.35\|26.96\|26.18\|101403;2026-08-13\|25.94\|-2.33\|26.51\|27.43\|25.94\|138933;2026-08-14\|25.22\|-2.78\|25.93\|26.35\|24.12\|222350;2026-08-17\|27.74\|9.99\|25.20\|27.74\|25.20\|163065;2026-08-18\|27.79\|0.18\|28.22\|28.50\|26.53\|246177;2026-08-19\|26.17\|-5.83\|27.03\|27.68\|26.00\|175964;2026-08-20\|25.28\|-3.40\|26.69\|26.86\|24.90\|169904;2026-08-21\|25.50\|0.87\|25.00\|25.94\|24.56\|106701;2026-08-24\|25.37\|-0.51\|25.49\|25.53\|24.64\|107844;2026-08-25\|24.61\|-3.00\|25.12\|25.25\|24.08\|84267;2026-08-26\|24.50\|-0.45\|25.12\|25.78\|24.26\|90772;2026-08-27\|24.31\|-0.78\|24.64\|24.93\|24.23\|102866;2026-08-28\|24.03\|-1.15\|24.66\|24.75\|23.77\|101168;2026-08-31\|24.05\|0.08\|23.68\|24.34\|23.48\|87731;2026-09-01\|23.70\|-1.46\|24.06\|24.35\|23.56\|104020;2026-09-02\|24.71\|4.26\|23.60\|25.16\|23.17\|152490;2026-09-03\|25.05\|1.38\|24.91\|25.40\|24.13\|163790;2026-09-04\|25.90\|3.39\|25.06\|26.97\|25.00\|188982;2026-09-07\|24.49\|-5.44\|25.96\|26.15\|23.99\|160774;2026-09-08\|24.24\|-1.02\|24.30\|25.23\|24.00\|112104;2026-09-09\|23.95\|-1.20\|24.21\|24.76\|23.70\|73996;2026-09-10\|23.33\|-2.59\|23.69\|23.80\|23.30\|48506;2026-09-11\|22.74\|-2.53\|23.10\|23.17\|22.41\|74662;2026-09-14\|23.95\|5.32\|22.40\|24.19\|22.32\|105579;2026-09-15\|24.74\|3.30\|23.92\|25.13\|23.51\|90480;2026-09-16\|25.54\|3.23\|24.70\|25.67\|24.42\|98265;2026-09-17\|25.51\|-0.12\|25.39\|26.07\|25.25\|87497;2026-09-18\|25.13\|-1.49\|25.75\|26.10\|24.89\|103760;2026-09-21\|25.16\|0.12\|25.19\|25.72\|25.10\|85889;2026-09-22\|25.40\|0.95\|25.48\|25.87\|24.78\|96700;2026-09-23\|25.10\|-1.18\|25.44\|25.44\|24.86\|69453;2026-09-24\|25.23\|0.52\|25.08\|26.37\|24.93\|81345;2026-09-28\|23.93\|-5.15\|25.35\|25.58\|23.75\|91458;2026-09-29\|25.18\|5.22\|23.73\|25.65\|23.53\|97585;2026-09-30\|24.13\|-4.17\|25.30\|25.31\|24.08\|79502;2026-10-08\|23.95\|-0.75\|24.12\|25.59\|23.76\|93293;2026-10-09\|23.38\|-2.38\|23.55\|23.90\|21.95\|94668;2026-10-12\|24.04\|2.82\|23.50\|24.70\|23.40\|89891;2026-10-13\|24.70\|2.75\|23.40\|25.35\|23.18\|127969;2026-10-14\|24.14\|-2.27\|24.67\|25.00\|24.06\|92632;2026-10-15\|25.01\|3.60\|23.19\|25.55\|22.76\|189674;2026-10-16\|23.35\|-6.64\|24.64\|24.64\|22.81\|199268;2026-10-19\|22.70\|-2.78\|23.33\|23.97\|21.82\|124051;2026-10-20\|24.32\|7.14\|22.47\|24.97\|22.30\|245174;2026-10-21\|23.66\|-2.71\|24.62\|24.91\|23.54\|139123;2026-10-22\|22.00\|-7.02\|23.50\|23.80\|22.00\|140994;2026-10-23\|22.11\|0.50\|21.46\|22.26\|19.82\|168651;2026-10-26\|22.50\|1.76\|22.11\|22.98\|21.80\|90144;2026-10-27\|20.25\|-10.00\|22.62\|23.39\|20.25\|159007;2026-10-28\|21.30\|5.19\|20.40\|21.66\|19.63\|133152;2026-10-29\|21.00\|-1.41\|21.12\|21.75\|20.75\|136344;2026-10-30\|19.24\|-8.38\|20.57\|20.57\|19.22\|96937;2026-11-02\|21.16\|9.98\|18.90\|21.16\|17.80\|183337;2026-11-03\|20.30\|-4.06\|21.16\|21.43\|20.09\|133078;2026-11-04\|20.53\|1.13\|20.30\|21.11\|19.16\|150764;2026-11-05\|22.15\|7.89\|20.33\|22.58\|20.30\|226922;2026-11-06\|20.99\|-5.24\|21.27\|22.22\|20.65\|191282
126576	SK海力士将投资384亿美元建设晶圆厂	1.6T光模块+FCBGA封装基板+CSP封装基板行业原因： 1、据科创版日报，覆铜板龙头建滔积层板再发布涨价函，由于目前铜价高企，玻璃布价格持续上涨且供应十分紧张，导致覆铜板成本急剧上升，公司对所有FR- 4、PP提价15%。 2、据央视财经，截至6月初，市场上常用规格的电子布已经完成年内5轮提价，均价达7.4元/米，与去年三季度的低点相比，涨幅达到100%。公司原因： 1、据2026年5月8日投资者关系活动记录表，光模块业务是公司2026年工作重心之一，北京兴斐1.6T光模块产品板目前处于量产爬坡阶段，并在同步开展多家客户的验证导入工作。 2、据2026年4月25日年报及2026年5月8日投资者关系活动记录表，受益于存储芯片行业复苏和主要存储客户份额提升，公司CSP封装基板业务订单饱满，产能利用率处于高位，已启动新一轮投资扩产，总产能为5万平方米/月；2025年IC封装基板业务收入16.70亿元，同比增长49.71%。 3、据2026年5月8日投资者关系活动记录表，公司FCBGA封装基板项目处于小批量生产阶段，具备20层及以下产品量产能力，低层板良率超95%，高层板良率超90%，产品最小线宽线距达9/12um。	国内本土IC封装基板行业的先行者之一；公司生产的FCBGA封装基板可用于HBM存储的封装	2026-06-29\|49.00\|-5.42\|52.00\|53.88\|47.11\|1570358;2026-06-30\|50.95\|3.98\|49.00\|52.30\|48.05\|1190763;2026-07-01\|47.48\|-6.81\|51.70\|53.24\|46.82\|1561240;2026-07-02\|45.41\|-4.36\|45.60\|48.33\|44.56\|1275926;2026-07-03\|46.37\|2.11\|44.40\|47.98\|44.03\|1195782;2026-07-06\|45.29\|-2.33\|47.11\|47.49\|42.01\|1286247;2026-07-07\|42.23\|-6.76\|45.32\|45.62\|41.86\|1107364;2026-07-08\|40.41\|-4.31\|42.70\|43.28\|40.30\|855463;2026-07-09\|44.45\|10.00\|41.50\|44.45\|40.94\|1141263;2026-07-10\|41.13\|-7.47\|45.60\|45.97\|41.05\|1375518;2026-07-13\|38.50\|-6.39\|41.13\|42.50\|38.16\|1115361;2026-07-14\|40.85\|6.10\|38.58\|41.39\|38.05\|1190006;2026-07-15\|38.71\|-5.24\|41.26\|41.87\|38.43\|947773;2026-07-16\|37.84\|-2.25\|38.02\|40.13\|36.50\|956282;2026-07-17\|34.06\|-9.99\|37.35\|37.99\|34.06\|958944;2026-07-20\|30.65\|-10.01\|34.06\|34.44\|30.65\|1103341;2026-07-21\|32.68\|6.62\|30.56\|33.06\|27.59\|1835375;2026-07-22\|35.01\|7.13\|32.68\|35.95\|32.20\|2329248;2026-07-23\|34.69\|-0.91\|35.01\|36.28\|33.82\|1650380;2026-07-24\|33.80\|-2.57\|34.50\|35.65\|33.40\|1089640;2026-07-27\|35.70\|5.62\|33.80\|36.17\|32.76\|1292881;2026-07-28\|32.13\|-10.00\|34.12\|34.79\|32.13\|1039933;2026-07-29\|30.77\|-4.23\|31.66\|32.08\|29.04\|1322337;2026-07-30\|27.69\|-10.01\|30.75\|31.10\|27.69\|1244204;2026-07-31\|27.51\|-0.65\|29.58\|29.98\|27.51\|1422842;2026-08-03\|26.30\|-4.40\|27.50\|27.83\|26.00\|995339;2026-08-04\|28.73\|9.24\|26.58\|28.93\|26.18\|1388279;2026-08-05\|30.51\|6.20\|28.56\|31.26\|28.06\|1382931;2026-08-06\|31.53\|3.34\|29.66\|32.20\|29.59\|1154044;2026-08-07\|33.80\|7.20\|32.00\|34.50\|31.50\|1353264;2026-08-10\|33.44\|-1.07\|34.50\|35.07\|32.05\|1338689;2026-08-11\|33.23\|-0.63\|32.90\|34.54\|32.42\|985860;2026-08-12\|35.25\|6.08\|33.81\|35.50\|33.22\|1313605;2026-08-13\|34.59\|-1.87\|35.26\|36.30\|34.50\|1293224;2026-08-14\|34.82\|0.66\|34.81\|35.59\|34.08\|952550;2026-08-17\|38.30\|9.99\|35.47\|38.30\|35.20\|1543383;2026-08-18\|37.56\|-1.93\|39.20\|39.38\|36.77\|1474675;2026-08-19\|33.80\|-10.01\|35.53\|36.36\|33.80\|1147059;2026-08-20\|33.81\|0.03\|33.51\|34.60\|32.77\|1097963;2026-08-21\|35.35\|4.55\|33.50\|35.99\|33.40\|1261487;2026-08-24\|33.24\|-5.97\|35.19\|35.27\|32.00\|1109601;2026-08-25\|33.31\|0.21\|32.20\|34.06\|31.81\|789557;2026-08-26\|33.30\|-0.03\|33.80\|33.90\|32.31\|684942;2026-08-27\|35.70\|7.21\|33.94\|35.90\|33.36\|1202380;2026-08-28\|35.78\|0.22\|36.36\|37.80\|35.72\|1338197;2026-08-31\|36.01\|0.64\|35.00\|36.48\|34.77\|977556;2026-09-01\|34.55\|-4.05\|36.05\|36.49\|34.43\|819923;2026-09-02\|33.97\|-1.68\|33.99\|34.40\|33.39\|579617;2026-09-03\|35.19\|3.59\|34.34\|35.72\|32.80\|1084691;2026-09-04\|33.41\|-5.06\|36.26\|36.50\|33.07\|1267219;2026-09-07\|36.75\|10.00\|34.08\|36.75\|33.95\|1099371;2026-09-08\|40.12\|9.17\|39.00\|40.43\|38.50\|2846168;2026-09-09\|39.45\|-1.67\|40.80\|41.08\|39.00\|1728995;2026-09-10\|39.71\|0.66\|39.08\|40.18\|38.38\|1454589;2026-09-11\|39.33\|-0.96\|39.39\|40.00\|37.38\|1505364;2026-09-14\|40.06\|1.86\|39.04\|40.96\|37.66\|1489311;2026-09-15\|40.86\|2.00\|40.27\|42.73\|40.17\|1413511;2026-09-16\|42.80\|4.75\|41.00\|43.45\|40.50\|1480168;2026-09-17\|41.20\|-3.74\|42.60\|42.70\|41.00\|1059657;2026-09-18\|42.88\|4.08\|42.00\|44.00\|41.20\|1414172;2026-09-21\|44.33\|3.38\|43.33\|44.79\|42.77\|1258556;2026-09-22\|44.23\|-0.23\|48.25\|48.76\|44.08\|1757266;2026-09-23\|45.90\|3.78\|44.47\|47.66\|44.47\|1531107;2026-09-24\|43.31\|-5.64\|45.51\|45.65\|43.15\|1209874;2026-09-28\|41.14\|-5.01\|43.69\|43.87\|41.00\|896164;2026-09-29\|42.20\|2.58\|41.10\|42.94\|40.20\|856228;2026-09-30\|40.94\|-2.99\|42.22\|42.48\|40.66\|677487;2026-10-08\|40.41\|-1.29\|41.80\|44.00\|39.90\|1189659;2026-10-09\|38.51\|-4.70\|39.59\|40.74\|36.66\|1256110;2026-10-12\|35.37\|-8.15\|38.51\|39.08\|35.20\|1211586;2026-10-13\|36.19\|2.32\|33.06\|36.89\|32.69\|1204831;2026-10-14\|37.74\|4.28\|38.02\|39.70\|37.20\|1593610;2026-10-15\|36.36\|-3.66\|35.58\|37.57\|35.55\|1179345;2026-10-16\|35.02\|-3.69\|36.61\|37.00\|34.60\|977355;2026-10-19\|34.52\|-1.43\|34.70\|34.99\|32.37\|887465;2026-10-20\|35.48\|2.78\|34.52\|36.25\|33.73\|853451;2026-10-21\|37.10\|4.57\|35.85\|37.58\|35.81\|1010628;2026-10-22\|34.33\|-7.47\|37.10\|37.10\|34.01\|961989;2026-10-23\|34.42\|0.26\|33.55\|34.72\|31.16\|1136696;2026-10-26\|32.24\|-6.33\|33.50\|34.88\|31.88\|897280;2026-10-27\|31.01\|-3.82\|33.00\|33.65\|31.00\|841734;2026-10-28\|33.68\|8.61\|31.80\|34.02\|31.66\|1101010;2026-10-29\|30.61\|-9.12\|33.41\|33.90\|30.52\|1032853;2026-10-30\|28.91\|-5.55\|29.25\|30.99\|27.75\|1086047;2026-11-02\|28.27\|-2.21\|29.16\|29.55\|27.81\|951048;2026-11-03\|25.44\|-10.01\|27.75\|28.09\|25.44\|1222209;2026-11-04\|27.98\|9.98\|25.70\|27.98\|24.38\|1406999;2026-11-05\|27.73\|-0.89\|27.00\|29.16\|26.70\|1378905;2026-11-06\|25.65\|-7.50\|25.18\|26.60\|25.10\|1035916
126575	宇树科技上市在即	机器人概念+氢能储运+北京国资 1、据2026年8月15日半年报，公司智能制造板块聚焦工业自动化，2026上半年人形机器人批量落地家电、汽车装配场景，带动关节、伺服等专用自动化设备需求，成为行业第二增长曲线。 2、据2026年8月15日半年报，公司气体储运板块拥有燃料电池用铝内胆碳纤维全缠绕复合气瓶等产品，可为客户提供氢能储运系统解决方案，并加速氢能等新兴领域的布局与示范应用。 3、据2026年8月15日半年报，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，属于国有企业。	1、公司智能制造板块主要产品包括机器人集成应用和冲压连线产品等； 2、公司拥有亚洲最大的高压储氢气瓶研发生产基地，自主研发的35MPa高压储氢气瓶已广泛应用于氢燃料电池汽车及燃料电池备用电源领域	2026-06-29\|8.07\|0.25\|7.94\|8.13\|7.80\|68847;2026-06-30\|8.24\|2.11\|8.03\|8.25\|7.96\|54981;2026-07-01\|8.53\|3.52\|8.30\|8.61\|8.20\|86373;2026-07-02\|8.47\|-0.70\|8.49\|8.70\|8.39\|69967;2026-07-03\|8.71\|2.83\|8.50\|8.79\|8.41\|76361;2026-07-06\|8.40\|-3.56\|8.75\|8.76\|8.40\|52428;2026-07-07\|8.50\|1.19\|8.40\|8.53\|8.25\|70652;2026-07-08\|8.14\|-4.24\|8.38\|8.42\|8.10\|59885;2026-07-09\|8.05\|-1.11\|8.10\|8.19\|7.90\|58178;2026-07-10\|8.20\|1.86\|8.04\|8.37\|7.92\|73105;2026-07-13\|7.73\|-5.73\|8.35\|8.35\|7.70\|82899;2026-07-14\|7.94\|2.72\|7.67\|7.95\|7.65\|52314;2026-07-15\|7.87\|-0.88\|7.94\|8.05\|7.83\|42398;2026-07-16\|7.91\|0.51\|7.80\|8.02\|7.76\|48033;2026-07-17\|7.61\|-3.79\|7.87\|8.01\|7.56\|63069;2026-07-20\|7.39\|-2.89\|7.64\|7.84\|7.32\|64094;2026-07-21\|7.48\|1.22\|7.41\|7.55\|7.17\|77851;2026-07-22\|7.34\|-1.87\|7.47\|7.50\|7.31\|43352;2026-07-23\|7.61\|3.68\|7.42\|7.62\|7.37\|59032;2026-07-24\|7.49\|-1.58\|7.55\|7.68\|7.47\|42783;2026-07-27\|7.68\|2.54\|7.44\|7.69\|7.40\|41578;2026-07-28\|7.78\|1.30\|7.68\|7.90\|7.62\|44784;2026-07-29\|7.95\|2.19\|7.78\|7.98\|7.75\|46015;2026-07-30\|7.93\|-0.25\|7.88\|8.12\|7.87\|65826;2026-07-31\|8.00\|0.88\|7.93\|8.05\|7.93\|46668;2026-08-03\|8.30\|3.75\|8.04\|8.32\|8.01\|59944;2026-08-04\|8.24\|-0.72\|8.30\|8.38\|8.20\|54573;2026-08-05\|8.25\|0.12\|8.28\|8.32\|8.19\|40004;2026-08-06\|8.35\|1.21\|8.25\|8.36\|8.18\|45682;2026-08-07\|8.26\|-1.08\|8.33\|8.36\|8.13\|38919;2026-08-10\|8.43\|2.06\|8.26\|8.45\|8.20\|40451;2026-08-11\|8.45\|0.24\|8.43\|8.49\|8.27\|33911;2026-08-12\|8.73\|3.31\|8.46\|8.85\|8.41\|66522;2026-08-13\|8.88\|1.72\|8.68\|9.09\|8.63\|132306;2026-08-14\|8.57\|-3.49\|8.86\|9.10\|8.50\|177828;2026-08-17\|9.43\|10.04\|8.57\|9.43\|8.31\|274742;2026-08-18\|8.87\|-5.94\|9.34\|9.43\|8.66\|277515;2026-08-19\|8.36\|-5.75\|8.67\|8.80\|8.30\|135040;2026-08-20\|8.29\|-0.84\|8.39\|8.44\|8.18\|84038;2026-08-21\|8.30\|0.12\|8.25\|8.31\|8.10\|45950;2026-08-24\|8.57\|3.25\|8.51\|9.12\|8.29\|212533;2026-08-25\|8.49\|-0.93\|8.39\|8.68\|8.24\|127190;2026-08-26\|8.43\|-0.71\|8.40\|8.53\|8.30\|81995;2026-08-27\|8.43\|0.00\|8.39\|8.51\|8.35\|67637;2026-08-28\|8.40\|-0.36\|8.44\|8.47\|8.37\|50362;2026-08-31\|8.40\|0.00\|8.30\|8.41\|8.24\|47081;2026-09-01\|8.51\|1.31\|8.40\|8.54\|8.35\|51750;2026-09-02\|8.51\|0.00\|8.54\|8.55\|8.35\|56462;2026-09-03\|8.43\|-0.94\|8.51\|8.60\|8.39\|47340;2026-09-04\|8.49\|0.71\|8.49\|8.63\|8.41\|59680;2026-09-07\|8.44\|-0.59\|8.52\|8.56\|8.36\|41909;2026-09-08\|8.75\|3.67\|8.47\|8.86\|8.40\|101276;2026-09-09\|8.67\|-0.91\|8.71\|8.80\|8.58\|60579;2026-09-10\|8.46\|-2.42\|8.66\|8.66\|8.46\|41074;2026-09-11\|8.24\|-2.60\|8.38\|8.43\|8.19\|50986;2026-09-14\|8.16\|-0.97\|8.30\|8.30\|8.16\|29858;2026-09-15\|7.96\|-2.45\|8.15\|8.17\|7.96\|42968;2026-09-16\|8.00\|0.50\|7.99\|8.17\|7.86\|40493;2026-09-17\|8.15\|1.88\|8.04\|8.15\|7.90\|38201;2026-09-18\|8.07\|-0.98\|8.16\|8.30\|8.06\|96222;2026-09-21\|7.72\|-4.34\|7.65\|7.89\|7.58\|166955;2026-09-22\|7.69\|-0.39\|7.67\|7.85\|7.56\|118166;2026-09-23\|7.56\|-1.69\|7.64\|7.75\|7.56\|63982;2026-09-24\|7.55\|-0.13\|7.55\|7.85\|7.50\|52314;2026-09-28\|7.40\|-1.99\|7.55\|7.60\|7.33\|52961;2026-09-29\|7.52\|1.62\|7.40\|7.60\|7.36\|50965;2026-09-30\|7.47\|-0.66\|7.55\|7.60\|7.47\|38012;2026-10-08\|7.51\|0.54\|7.45\|7.61\|7.43\|42240;2026-10-09\|7.61\|1.33\|7.49\|7.64\|7.33\|55415;2026-10-12\|7.56\|-0.66\|7.65\|7.68\|7.54\|35064;2026-10-13\|7.58\|0.26\|7.50\|7.64\|7.35\|38515;2026-10-14\|7.43\|-1.98\|7.57\|7.63\|7.41\|36073;2026-10-15\|7.19\|-3.23\|7.40\|7.40\|7.19\|43103;2026-10-16\|7.91\|10.01\|7.29\|7.91\|7.28\|204761;2026-10-19\|8.70\|9.99\|8.70\|8.70\|8.70\|68968;2026-10-20\|9.57\|10.00\|9.33\|9.57\|9.04\|510202;2026-10-21\|8.85\|-7.52\|9.00\|9.65\|8.85\|591536;2026-10-22\|7.97\|-9.94\|8.71\|8.88\|7.97\|431662;2026-10-23\|7.90\|-0.88\|7.70\|8.06\|7.18\|367165;2026-10-26\|7.81\|-1.14\|7.88\|8.45\|7.58\|273006;2026-10-27\|7.57\|-3.07\|7.70\|7.98\|7.55\|214779;2026-10-28\|7.93\|4.76\|7.56\|8.15\|7.45\|248654;2026-10-29\|7.76\|-2.14\|7.86\|8.02\|7.70\|148689;2026-10-30\|7.45\|-3.99\|7.63\|7.82\|7.45\|135132;2026-11-02\|8.08\|8.46\|7.82\|8.15\|7.56\|280810;2026-11-03\|8.10\|0.25\|8.01\|8.28\|7.89\|190798;2026-11-04\|8.17\|0.86\|8.06\|8.18\|7.94\|155786;2026-11-05\|8.26\|1.10\|8.15\|8.29\|8.05\|140143;2026-11-06\|8.15\|-1.33\|8.00\|8.33\|7.98\|107020
126574	宇树科技上市在即	涨停揭秘：业绩高增叠加机器人概念催化，染料量价齐升与宇树科技间接持股共振；涨停缘由：2026年一季度归母净利润增33.02%、扣非增38.78%，核心染料均价同比+5.01%；受让浙江容腾基金份额间接持有宇树科技，Optimus量产临近强化机器人产业链预期；资金逻辑：主力资金净流入1863.1万元，占总成交额8.57%，换电+染料+机器人三重概念获资金集中博弈；风险提示：机器人业务为间接参股，尚未产生实质性收益；染料价格波动及海外政策变动存在不确定性	公司主要从事中高端染料和纺织助剂的研产销，此前受让浙江容腾基金份额0.8333%，后者投资了宇树科技	2026-06-29\|21.74\|-2.34\|22.26\|23.20\|21.21\|64457;2026-06-30\|21.34\|-1.84\|21.75\|21.96\|20.90\|44142;2026-07-01\|22.63\|6.04\|21.72\|23.35\|21.25\|54542;2026-07-02\|24.89\|9.99\|22.63\|24.89\|22.61\|29712;2026-07-03\|25.10\|0.84\|24.42\|25.60\|23.81\|77341;2026-07-06\|23.71\|-5.54\|24.96\|25.37\|23.58\|48301;2026-07-07\|23.15\|-2.36\|23.94\|24.49\|23.00\|58813;2026-07-08\|22.28\|-3.76\|23.15\|23.40\|22.25\|32234;2026-07-09\|22.00\|-1.26\|22.10\|22.28\|21.33\|28318;2026-07-10\|21.95\|-0.23\|21.96\|22.70\|21.70\|32392;2026-07-13\|21.97\|0.09\|22.20\|23.46\|21.65\|52555;2026-07-14\|21.75\|-1.00\|21.97\|22.27\|21.06\|32404;2026-07-15\|22.29\|2.48\|21.61\|22.88\|21.48\|38783;2026-07-16\|21.93\|-1.62\|22.20\|22.88\|21.86\|30154;2026-07-17\|20.33\|-7.30\|22.02\|22.54\|20.00\|62559;2026-07-20\|19.46\|-4.28\|20.30\|20.55\|18.93\|68964;2026-07-21\|19.75\|1.49\|19.64\|19.88\|17.53\|58414;2026-07-22\|18.85\|-4.56\|19.42\|19.65\|18.69\|34541;2026-07-23\|18.94\|0.48\|18.62\|19.30\|18.62\|26804;2026-07-24\|19.14\|1.06\|18.50\|19.36\|18.01\|38473;2026-07-27\|21.05\|9.98\|19.15\|21.05\|19.13\|29758;2026-07-28\|21.90\|4.04\|21.08\|22.00\|20.43\|84991;2026-07-29\|22.35\|2.05\|21.79\|22.69\|21.07\|91124;2026-07-30\|20.52\|-8.19\|22.35\|22.35\|20.25\|67081;2026-07-31\|21.00\|2.34\|21.15\|21.20\|20.52\|38878;2026-08-03\|20.48\|-2.48\|20.82\|21.29\|20.08\|35127;2026-08-04\|20.80\|1.56\|20.60\|20.85\|20.12\|29287;2026-08-05\|21.43\|3.03\|20.80\|21.53\|20.56\|41168;2026-08-06\|21.28\|-0.70\|21.25\|21.47\|20.69\|36039;2026-08-07\|21.65\|1.74\|21.28\|21.77\|21.00\|40539;2026-08-10\|23.25\|7.39\|21.60\|23.46\|21.40\|50722;2026-08-11\|24.25\|4.30\|23.05\|24.56\|22.80\|69173;2026-08-12\|25.04\|3.26\|24.10\|25.68\|24.00\|60775;2026-08-13\|24.79\|-1.00\|25.04\|25.56\|24.58\|46419;2026-08-14\|25.72\|3.75\|24.93\|25.73\|24.91\|43101;2026-08-17\|28.29\|9.99\|25.39\|28.29\|25.39\|70822;2026-08-18\|26.67\|-5.73\|28.82\|29.28\|25.73\|142917;2026-08-19\|24.00\|-10.01\|26.10\|26.20\|24.00\|67561;2026-08-20\|24.47\|1.96\|23.48\|24.83\|23.20\|76073;2026-08-21\|24.29\|-0.74\|24.20\|24.68\|23.70\|33961;2026-08-24\|24.37\|0.33\|24.43\|24.56\|23.95\|37971;2026-08-25\|24.00\|-1.52\|24.26\|24.27\|23.76\|27716;2026-08-26\|23.18\|-3.42\|23.89\|24.65\|23.05\|30508;2026-08-27\|23.28\|0.43\|23.18\|23.59\|22.90\|23478;2026-08-28\|23.59\|1.33\|23.32\|23.77\|22.60\|43460;2026-08-31\|23.88\|1.23\|23.29\|23.95\|23.04\|34777;2026-09-01\|24.17\|1.21\|23.83\|24.28\|23.60\|30670;2026-09-02\|23.75\|-1.74\|23.89\|24.31\|23.37\|24188;2026-09-03\|23.85\|0.42\|23.78\|24.06\|23.53\|19974;2026-09-04\|24.03\|0.75\|23.88\|24.28\|23.72\|33435;2026-09-07\|23.19\|-3.50\|23.98\|24.22\|23.10\|32643;2026-09-08\|23.18\|-0.04\|23.35\|23.41\|22.80\|19196;2026-09-09\|23.88\|3.02\|23.19\|24.12\|23.19\|26438;2026-09-10\|23.51\|-1.55\|24.30\|24.30\|23.40\|24690;2026-09-11\|22.44\|-4.55\|23.51\|23.51\|21.90\|30735;2026-09-14\|23.78\|5.97\|22.28\|23.97\|22.11\|32375;2026-09-15\|23.32\|-1.93\|23.73\|23.98\|23.31\|23125;2026-09-16\|24.02\|3.00\|23.35\|24.27\|23.24\|25474;2026-09-17\|24.21\|0.79\|24.00\|24.39\|23.60\|22181;2026-09-18\|24.54\|1.36\|24.69\|24.78\|24.26\|20785;2026-09-21\|24.93\|1.59\|24.45\|25.15\|23.79\|32235;2026-09-22\|24.93\|0.00\|24.93\|25.47\|24.66\|28933;2026-09-23\|25.98\|4.21\|24.93\|26.29\|24.91\|41411;2026-09-24\|25.47\|-1.96\|25.88\|26.38\|25.40\|31718;2026-09-28\|24.87\|-2.36\|25.34\|25.47\|24.70\|28024;2026-09-29\|24.75\|-0.48\|24.83\|25.15\|24.51\|16085;2026-09-30\|24.75\|0.00\|25.00\|25.72\|24.62\|24008;2026-10-08\|25.30\|2.22\|24.89\|26.58\|24.79\|34285;2026-10-09\|25.30\|0.00\|25.20\|25.43\|24.15\|32149;2026-10-12\|23.94\|-5.38\|25.29\|25.91\|23.93\|26015;2026-10-13\|25.33\|5.81\|23.65\|25.70\|23.02\|37064;2026-10-14\|24.58\|-2.96\|25.53\|25.58\|24.58\|20975;2026-10-15\|23.60\|-3.99\|24.00\|24.28\|23.40\|26667;2026-10-16\|24.08\|2.03\|23.93\|24.78\|23.58\|23665;2026-10-19\|23.71\|-1.54\|24.10\|24.10\|22.74\|23978;2026-10-20\|23.76\|0.21\|23.82\|24.15\|23.43\|28704;2026-10-21\|25.25\|6.27\|23.95\|25.30\|23.78\|50454;2026-10-22\|24.10\|-4.55\|25.02\|25.59\|23.89\|40922;2026-10-23\|22.95\|-4.77\|23.80\|23.86\|21.71\|44035;2026-10-26\|23.95\|4.36\|22.95\|24.58\|22.77\|42407;2026-10-27\|23.00\|-3.97\|23.95\|24.25\|23.00\|22224;2026-10-28\|24.06\|4.61\|23.42\|24.39\|22.76\|27552;2026-10-29\|23.06\|-4.16\|23.95\|24.06\|22.88\|24727;2026-10-30\|22.38\|-2.95\|22.55\|23.20\|22.10\|21660;2026-11-02\|22.87\|2.19\|22.21\|23.33\|21.86\|26263;2026-11-03\|21.98\|-3.89\|22.62\|22.96\|21.94\|21055;2026-11-04\|21.90\|-0.36\|22.00\|22.20\|20.91\|28043;2026-11-05\|22.41\|2.33\|21.90\|22.80\|21.70\|27464;2026-11-06\|21.85\|-2.50\|21.80\|22.28\|21.30\|18298
126573	英伟达CPO交换机全面量产	特种光纤+CPO+商业航天行业原因：据央视财经，今年一季度，光纤光缆和光模块几款产品出口量同比增长都在两位数以上，多家企业出口订单排到2028年。其中，特种光纤产品出货价格1年内上涨10倍，仍供不应求。虽然订单同比增长4倍，但产能受限，发货仅增1倍，客户需提前缴纳保证金才能锁定产能。公司原因： 1、据2025年年度报告，公司主营光纤环及特种光纤，2025年营收3.98亿元、净利2393万元，同比增20.32%、33.37%，光纤环器件订单放量推动业绩增长。 2、据2025年7月18日公告及2025年10月13日股份登记完成，公司并购生一升100%股权切入CPO产业链，生一升400G/800G高速光模块无源器件已批量销售，1.6T产品客户验证中。 3、据2026年4月10日微信公众号，公司60/100超细径保偏光纤已用于多家单位卫星项目；据2025年12月4日机构调研，第三代光纤陀螺光子芯片完成流片，可广泛用于商业航天及军工。	国内专业从事光纤陀螺核心器件光纤环及其综合解决方案研发、生产、销售和服务提供商	2026-06-29\|180.00\|-16.28\|212.00\|218.30\|172.00\|125799;2026-06-30\|175.88\|-2.29\|173.11\|177.00\|155.99\|114305;2026-07-01\|162.11\|-7.83\|170.23\|170.27\|158.88\|90767;2026-07-02\|158.28\|-2.36\|154.66\|167.77\|145.94\|73829;2026-07-03\|163.32\|3.18\|160.00\|169.84\|156.66\|69363;2026-07-06\|151.30\|-7.36\|165.01\|168.00\|140.05\|77710;2026-07-07\|147.15\|-2.74\|150.01\|156.99\|147.15\|79596;2026-07-08\|151.42\|2.90\|152.00\|162.62\|149.59\|92151;2026-07-09\|157.80\|4.21\|159.00\|163.00\|137.88\|138456;2026-07-10\|156.60\|-0.76\|158.01\|168.90\|153.68\|122015;2026-07-13\|125.28\|-20.00\|152.51\|160.00\|125.28\|158809;2026-07-14\|127.60\|1.85\|122.08\|131.60\|120.01\|128110;2026-07-15\|127.10\|-0.39\|131.44\|135.96\|126.07\|100317;2026-07-16\|116.50\|-8.34\|124.00\|127.20\|113.00\|110085;2026-07-17\|101.73\|-12.64\|114.12\|114.87\|101.00\|107895;2026-07-20\|103.00\|1.25\|115.49\|119.74\|99.01\|152579;2026-07-21\|110.00\|6.80\|105.05\|111.88\|84.84\|180262;2026-07-22\|100.00\|-9.09\|107.92\|110.91\|99.66\|136928;2026-07-23\|100.99\|0.99\|102.00\|108.88\|99.11\|91015;2026-07-24\|96.84\|-4.11\|97.03\|102.66\|96.00\|71115;2026-07-27\|103.07\|6.43\|95.89\|103.07\|94.53\|76495;2026-07-28\|90.94\|-11.77\|98.00\|100.65\|90.15\|75427;2026-07-29\|88.46\|-2.73\|90.71\|92.51\|83.52\|82914;2026-07-30\|79.84\|-9.74\|88.92\|88.92\|78.90\|81172;2026-07-31\|84.50\|5.84\|88.00\|93.85\|82.45\|96341;2026-08-03\|82.20\|-2.72\|83.53\|86.84\|78.34\|90864;2026-08-04\|90.20\|9.73\|85.00\|90.98\|82.57\|103951;2026-08-05\|102.40\|13.53\|85.42\|104.24\|85.11\|161812;2026-08-06\|104.68\|2.23\|101.18\|109.50\|99.24\|159173;2026-08-07\|112.29\|7.27\|104.55\|115.90\|103.00\|161080;2026-08-10\|103.00\|-8.27\|113.00\|114.60\|98.27\|161180;2026-08-11\|104.36\|1.32\|99.51\|107.48\|97.23\|125649;2026-08-12\|117.99\|13.06\|105.39\|124.20\|103.42\|197431;2026-08-13\|121.87\|3.29\|121.44\|132.85\|119.50\|218871;2026-08-14\|140.00\|14.88\|123.51\|140.00\|122.11\|204485;2026-08-17\|154.00\|10.00\|142.10\|162.68\|131.00\|239171;2026-08-18\|145.80\|-5.32\|154.00\|154.00\|142.45\|185497;2026-08-19\|126.26\|-13.40\|136.57\|138.97\|126.26\|193480;2026-08-20\|149.50\|18.41\|129.29\|151.51\|125.96\|280104;2026-08-21\|158.80\|6.22\|150.53\|164.67\|147.00\|246399;2026-08-24\|150.22\|-5.40\|154.01\|159.50\|145.44\|170656;2026-08-25\|168.80\|12.37\|141.40\|171.24\|141.20\|212348;2026-08-26\|170.51\|1.01\|167.69\|173.28\|159.60\|161378;2026-08-27\|173.30\|1.64\|169.00\|193.00\|164.59\|205293;2026-08-28\|162.51\|-6.23\|169.35\|174.85\|162.40\|153115;2026-08-31\|160.98\|-0.94\|158.01\|168.92\|158.01\|135247;2026-09-01\|167.00\|3.74\|164.49\|173.77\|158.50\|164850;2026-09-02\|174.56\|4.53\|161.01\|179.92\|161.00\|145321;2026-09-03\|175.64\|0.62\|177.20\|186.90\|168.00\|160530;2026-09-04\|163.00\|-7.20\|174.00\|177.00\|157.01\|158380;2026-09-07\|181.20\|11.17\|161.37\|181.58\|159.50\|166065;2026-09-08\|168.00\|-7.28\|183.84\|184.95\|166.00\|159811;2026-09-09\|174.20\|3.69\|176.74\|181.88\|164.00\|150963;2026-09-10\|168.84\|-3.08\|166.70\|174.00\|163.21\|116571;2026-09-11\|195.00\|15.49\|163.99\|196.28\|163.66\|206587;2026-09-14\|197.00\|1.03\|188.00\|202.17\|185.10\|159275;2026-09-15\|190.00\|-3.55\|190.50\|196.85\|188.87\|103640;2026-09-16\|191.30\|0.68\|190.00\|197.00\|189.00\|110973;2026-09-17\|194.10\|1.46\|189.39\|205.55\|186.00\|124673;2026-09-18\|195.52\|0.73\|195.00\|200.88\|184.91\|134786;2026-09-21\|205.07\|4.88\|193.80\|208.00\|191.31\|129835;2026-09-22\|197.02\|-3.93\|211.00\|215.00\|191.49\|132194;2026-09-23\|193.59\|-1.74\|195.05\|197.85\|189.03\|87859;2026-09-24\|191.35\|-1.16\|191.91\|200.15\|185.30\|91032;2026-09-28\|165.05\|-13.74\|186.00\|187.87\|157.20\|133100;2026-09-29\|180.23\|9.20\|162.68\|182.37\|160.09\|114130;2026-09-30\|174.67\|-3.08\|188.00\|188.00\|171.03\|113685;2026-10-08\|160.29\|-8.23\|171.31\|173.99\|157.50\|93706;2026-10-09\|163.03\|1.71\|156.00\|167.66\|154.20\|107421;2026-10-12\|149.10\|-8.54\|160.00\|160.98\|149.00\|97843;2026-10-13\|158.00\|5.97\|140.00\|161.28\|140.00\|111314;2026-10-14\|166.32\|5.27\|164.50\|177.65\|164.36\|142788;2026-10-15\|160.67\|-3.40\|163.94\|170.50\|159.41\|111178;2026-10-16\|153.36\|-4.55\|165.00\|168.70\|151.32\|101417;2026-10-19\|148.24\|-3.34\|153.45\|157.00\|142.18\|102902;2026-10-20\|156.18\|5.36\|146.88\|165.22\|145.59\|112771;2026-10-21\|164.33\|5.22\|164.43\|168.68\|157.51\|113134;2026-10-22\|151.10\|-8.05\|163.78\|167.33\|151.00\|111746;2026-10-23\|148.50\|-1.72\|146.82\|153.88\|134.10\|154611;2026-10-26\|132.41\|-10.84\|143.16\|143.45\|128.56\|136868;2026-10-27\|127.24\|-3.90\|137.00\|139.94\|127.00\|98874;2026-10-28\|145.60\|14.43\|132.00\|147.90\|127.52\|144884;2026-10-29\|123.01\|-15.52\|140.50\|142.43\|123.00\|132087;2026-10-30\|118.26\|-3.86\|109.90\|128.82\|109.90\|129030;2026-11-02\|116.87\|-1.18\|118.50\|122.00\|114.50\|119029;2026-11-03\|106.93\|-8.51\|113.50\|118.00\|104.20\|122274;2026-11-04\|120.66\|12.84\|106.00\|122.50\|104.77\|152817;2026-11-05\|117.70\|-2.45\|114.00\|122.58\|110.18\|127588;2026-11-06\|106.81\|-9.25\|103.14\|111.52\|100.01\|108215
126572			公司地处四川，主营皮革化学品	2026-06-29\|13.64\|-0.44\|13.71\|13.94\|13.22\|29455;2026-06-30\|13.63\|-0.07\|13.59\|13.88\|13.41\|21437;2026-07-01\|14.09\|3.37\|13.62\|14.32\|13.58\|25687;2026-07-02\|14.05\|-0.28\|14.11\|14.62\|13.89\|24202;2026-07-03\|14.45\|2.85\|14.16\|14.63\|14.05\|24701;2026-07-06\|14.28\|-1.18\|14.54\|14.78\|14.16\|22595;2026-07-07\|13.77\|-3.57\|14.24\|14.30\|13.62\|21454;2026-07-08\|13.43\|-1.76\|13.68\|13.89\|13.31\|14102;2026-07-09\|13.39\|-0.30\|13.39\|13.58\|13.00\|16855;2026-07-10\|13.70\|2.32\|13.38\|14.05\|13.08\|24885;2026-07-13\|13.15\|-4.01\|13.70\|13.75\|13.13\|18254;2026-07-14\|13.66\|3.88\|13.21\|13.69\|13.01\|21962;2026-07-15\|13.69\|0.22\|13.55\|13.85\|13.45\|16047;2026-07-16\|13.77\|0.58\|13.69\|14.10\|13.48\|16994;2026-07-17\|13.25\|-3.78\|13.88\|14.05\|13.06\|27962;2026-07-20\|12.88\|-2.79\|13.29\|13.71\|12.53\|30347;2026-07-21\|12.53\|-2.72\|12.83\|12.88\|11.90\|38408;2026-07-22\|12.14\|-3.11\|12.32\|12.62\|12.01\|23527;2026-07-23\|12.66\|4.28\|12.13\|12.70\|12.07\|23222;2026-07-24\|12.42\|-1.90\|12.59\|12.66\|12.17\|23273;2026-07-27\|12.78\|2.90\|12.48\|12.90\|12.47\|17260;2026-07-28\|12.84\|0.47\|12.79\|13.08\|12.72\|15553;2026-07-29\|13.12\|2.18\|12.84\|13.27\|12.84\|20011;2026-07-30\|13.13\|0.08\|13.12\|13.42\|12.89\|21927;2026-07-31\|13.49\|2.74\|13.05\|13.63\|13.05\|18295;2026-08-03\|14.18\|5.11\|13.49\|14.23\|13.37\|28199;2026-08-04\|14.59\|2.89\|14.17\|14.87\|14.14\|31426;2026-08-05\|14.66\|0.48\|14.51\|14.84\|14.37\|25095;2026-08-06\|14.57\|-0.61\|14.63\|14.75\|14.35\|21382;2026-08-07\|14.55\|-0.14\|14.56\|14.70\|14.24\|23692;2026-08-10\|15.50\|6.53\|14.61\|15.55\|14.48\|30737;2026-08-11\|15.65\|0.97\|15.38\|15.75\|15.10\|31797;2026-08-12\|15.51\|-0.89\|15.61\|15.79\|15.41\|16595;2026-08-13\|15.27\|-1.55\|15.51\|15.57\|15.20\|19544;2026-08-14\|15.26\|-0.07\|15.27\|15.36\|15.00\|17492;2026-08-17\|16.80\|10.09\|15.39\|17.62\|15.37\|106095;2026-08-18\|16.61\|-1.13\|16.68\|17.48\|16.45\|78395;2026-08-19\|15.86\|-4.52\|16.44\|16.64\|15.73\|42013;2026-08-20\|16.45\|3.72\|16.20\|16.59\|15.86\|32293;2026-08-21\|17.12\|4.07\|16.46\|17.27\|16.45\|49268;2026-08-24\|16.99\|-0.76\|17.34\|17.34\|16.60\|38935;2026-08-25\|17.12\|0.77\|16.66\|17.75\|16.50\|37653;2026-08-26\|16.74\|-2.22\|17.02\|17.48\|16.61\|31449;2026-08-27\|17.14\|2.39\|16.55\|17.63\|16.48\|36044;2026-08-28\|17.06\|-0.47\|17.27\|17.27\|16.95\|17557;2026-08-31\|17.08\|0.12\|17.21\|17.21\|16.80\|20289;2026-09-01\|17.04\|-0.23\|17.09\|17.26\|16.85\|22111;2026-09-02\|16.75\|-1.70\|16.80\|17.00\|16.58\|20546;2026-09-03\|16.46\|-1.73\|16.70\|16.97\|16.39\|20685;2026-09-04\|16.35\|-0.67\|16.48\|16.76\|16.22\|19718;2026-09-07\|16.47\|0.73\|16.34\|16.62\|16.26\|16295;2026-09-08\|16.55\|0.49\|16.56\|16.56\|16.25\|13443;2026-09-09\|16.22\|-1.99\|16.40\|16.52\|16.14\|20432;2026-09-10\|16.06\|-0.99\|16.28\|16.32\|15.91\|17570;2026-09-11\|15.41\|-4.05\|16.05\|16.06\|15.06\|30150;2026-09-14\|15.64\|1.49\|15.37\|15.92\|15.15\|23439;2026-09-15\|15.00\|-4.09\|15.64\|15.64\|14.88\|23674;2026-09-16\|15.05\|0.33\|14.90\|15.20\|14.67\|17931;2026-09-17\|15.22\|1.13\|15.03\|15.36\|14.82\|19785;2026-09-18\|15.25\|0.20\|15.38\|15.51\|15.11\|17449;2026-09-21\|15.57\|2.10\|15.25\|15.65\|15.16\|22510;2026-09-22\|15.70\|0.83\|15.64\|15.98\|15.49\|22229;2026-09-23\|15.84\|0.89\|15.86\|15.98\|15.55\|20323;2026-09-24\|15.82\|-0.13\|15.73\|16.03\|15.68\|15998;2026-09-28\|15.65\|-1.07\|15.75\|15.92\|15.43\|20798;2026-09-29\|15.94\|1.85\|15.65\|16.05\|15.41\|18112;2026-09-30\|15.87\|-0.44\|15.98\|16.13\|15.66\|16448;2026-10-08\|15.68\|-1.20\|15.84\|16.10\|15.56\|15942;2026-10-09\|15.55\|-0.83\|15.61\|15.82\|14.78\|25001;2026-10-12\|15.31\|-1.54\|15.55\|15.75\|15.13\|23714;2026-10-13\|15.59\|1.83\|15.32\|15.73\|14.58\|25244;2026-10-14\|14.77\|-5.26\|15.48\|15.72\|14.69\|19884;2026-10-15\|14.36\|-2.78\|14.48\|14.82\|14.17\|26308;2026-10-16\|14.71\|2.44\|14.66\|15.17\|14.50\|25778;2026-10-19\|14.45\|-1.77\|14.64\|14.66\|14.05\|27409;2026-10-20\|14.62\|1.18\|14.45\|14.83\|14.26\|14070;2026-10-21\|14.45\|-1.16\|14.55\|14.82\|14.40\|14749;2026-10-22\|14.05\|-2.77\|14.30\|14.65\|14.05\|17388;2026-10-23\|14.35\|2.14\|13.83\|14.35\|13.24\|23643;2026-10-26\|14.15\|-1.39\|14.20\|14.40\|13.87\|18959;2026-10-27\|13.59\|-3.96\|14.21\|14.34\|13.52\|15209;2026-10-28\|13.45\|-1.03\|13.68\|13.85\|13.32\|22430;2026-10-29\|13.05\|-2.97\|13.43\|13.45\|13.02\|18626;2026-10-30\|12.51\|-4.14\|12.90\|13.39\|12.50\|19828;2026-11-02\|12.66\|1.20\|12.54\|12.74\|12.17\|26810;2026-11-03\|12.73\|0.55\|12.56\|13.10\|12.35\|21558;2026-11-04\|12.87\|1.10\|12.80\|13.02\|12.22\|24684;2026-11-05\|13.42\|4.27\|12.87\|13.50\|12.81\|22975;2026-11-06\|13.10\|-2.38\|13.19\|13.41\|12.93\|18050
126571	DeepSeek发布API调价公告	涨停揭秘：AI财税并购落地+生态修复双主线驱动；涨停缘由：公司现金收购杭州精算家51%股权已获股东会通过，标的专注‘深蓝财鲸财税智能体’AI财税应用，生态修复主业受益稳增长政策加码；资金逻辑：并购事件催化+AI主题扩散，资金关注具备明确技术整合路径与现金流支撑的中小成长标的；风险提示：并购贷款2亿元正在办理，财务费用压力上升；AI业务尚处整合初期，协同效应存在不确定性	公司现金收购杭州精算家51%股权已获股东会审议通过，交易价2.55亿元，标的专注“深蓝财鲸财税智能体”AI财税应用，并购贷款2亿元正在办理	2026-06-29\|23.08\|-0.86\|23.57\|23.88\|22.60\|57779;2026-06-30\|26.63\|15.38\|23.08\|26.79\|23.00\|128918;2026-07-01\|25.46\|-4.39\|26.40\|27.23\|25.17\|88746;2026-07-02\|27.04\|6.21\|25.06\|27.92\|25.06\|92859;2026-07-03\|26.29\|-2.77\|27.48\|27.97\|26.00\|86910;2026-07-06\|24.44\|-7.04\|26.38\|26.58\|24.24\|56187;2026-07-07\|24.35\|-0.37\|24.40\|24.69\|23.71\|41945;2026-07-08\|23.76\|-2.42\|24.22\|24.34\|23.32\|36447;2026-07-09\|24.10\|1.43\|23.62\|24.30\|21.90\|69392;2026-07-10\|23.30\|-3.32\|24.49\|24.49\|23.20\|46958;2026-07-13\|23.00\|-1.29\|23.35\|23.50\|22.62\|46564;2026-07-14\|23.05\|0.22\|23.00\|23.05\|21.83\|39576;2026-07-15\|22.18\|-3.77\|22.77\|23.12\|21.80\|44555;2026-07-16\|21.64\|-2.43\|21.92\|22.41\|21.40\|35649;2026-07-17\|19.61\|-9.38\|21.41\|21.74\|19.61\|53174;2026-07-20\|17.18\|-12.39\|19.74\|20.29\|16.99\|66661;2026-07-21\|17.70\|3.03\|17.32\|18.14\|14.61\|106304;2026-07-22\|16.97\|-4.12\|17.50\|17.70\|16.69\|52386;2026-07-23\|17.29\|1.89\|17.02\|17.29\|16.70\|39497;2026-07-24\|16.89\|-2.31\|17.19\|17.23\|16.44\|31501;2026-07-27\|17.26\|2.19\|16.89\|17.26\|16.27\|37464;2026-07-28\|16.68\|-3.36\|17.26\|17.57\|16.45\|35976;2026-07-29\|16.15\|-3.18\|16.49\|16.68\|15.80\|43390;2026-07-30\|15.05\|-6.81\|16.11\|16.28\|14.89\|50297;2026-07-31\|16.96\|12.69\|15.50\|17.92\|15.13\|90949;2026-08-03\|16.87\|-0.53\|17.10\|17.24\|16.48\|49220;2026-08-04\|17.49\|3.68\|17.37\|18.17\|16.84\|50541;2026-08-05\|20.19\|15.44\|17.60\|20.47\|17.53\|106732;2026-08-06\|20.72\|2.63\|19.76\|21.39\|19.50\|83490;2026-08-07\|20.95\|1.11\|20.92\|21.09\|19.91\|54173;2026-08-10\|21.30\|1.67\|20.96\|21.30\|20.33\|33651;2026-08-11\|21.36\|0.28\|21.38\|21.67\|20.26\|41223;2026-08-12\|21.83\|2.20\|21.33\|22.10\|21.20\|32006;2026-08-13\|20.74\|-4.99\|22.04\|22.26\|20.60\|51359;2026-08-14\|20.61\|-0.63\|20.69\|20.79\|20.20\|37158;2026-08-17\|22.70\|10.14\|20.73\|22.70\|20.43\|63047;2026-08-18\|22.01\|-3.04\|22.80\|22.93\|21.88\|40248;2026-08-19\|21.02\|-4.50\|21.78\|22.50\|20.78\|40887;2026-08-20\|20.99\|-0.14\|21.01\|22.00\|20.77\|36012;2026-08-21\|20.48\|-2.43\|20.83\|20.95\|20.23\|38358;2026-08-24\|20.51\|0.15\|20.31\|20.54\|19.78\|40479;2026-08-25\|21.11\|2.93\|20.43\|21.16\|19.81\|38791;2026-08-26\|20.72\|-1.85\|21.06\|21.30\|20.29\|27876;2026-08-27\|20.84\|0.58\|21.02\|21.42\|20.39\|37844;2026-08-28\|21.44\|2.88\|20.88\|21.58\|20.52\|52132;2026-08-31\|21.58\|0.65\|21.31\|22.10\|21.06\|40364;2026-09-01\|21.40\|-0.83\|21.78\|21.86\|20.98\|26524;2026-09-02\|21.64\|1.12\|21.27\|21.93\|21.10\|30294;2026-09-03\|21.10\|-2.50\|21.65\|21.94\|21.00\|25213;2026-09-04\|21.02\|-0.38\|21.11\|22.05\|20.83\|37772;2026-09-07\|20.91\|-0.52\|21.30\|21.30\|20.73\|20906;2026-09-08\|20.65\|-1.24\|20.93\|21.07\|20.54\|20027;2026-09-09\|20.23\|-2.03\|20.52\|20.77\|20.12\|16876;2026-09-10\|19.70\|-2.62\|20.11\|20.15\|19.66\|22374;2026-09-11\|18.76\|-4.77\|19.41\|19.41\|18.50\|34162;2026-09-14\|18.59\|-0.91\|18.94\|19.14\|18.01\|29955;2026-09-15\|18.35\|-1.29\|18.50\|18.63\|18.12\|18746;2026-09-16\|18.76\|2.23\|18.43\|18.85\|18.15\|17724;2026-09-17\|18.69\|-0.37\|18.60\|18.98\|18.50\|13938;2026-09-18\|18.95\|1.39\|18.84\|19.01\|18.70\|21431;2026-09-21\|19.34\|2.06\|19.10\|19.60\|18.91\|24757;2026-09-22\|19.90\|2.90\|19.31\|20.16\|19.06\|50379;2026-09-23\|19.66\|-1.21\|19.74\|20.33\|19.33\|61252;2026-09-24\|19.63\|-0.15\|19.66\|20.23\|19.16\|40994;2026-09-28\|18.13\|-7.64\|19.62\|19.67\|17.86\|63356;2026-09-29\|17.86\|-1.49\|17.93\|18.30\|17.78\|30516;2026-09-30\|17.77\|-0.50\|18.00\|18.29\|17.60\|21896;2026-10-08\|17.28\|-2.76\|17.77\|18.10\|17.06\|21866;2026-10-09\|16.84\|-2.55\|17.28\|17.28\|16.05\|36041;2026-10-12\|16.77\|-0.42\|16.84\|17.30\|16.53\|37917;2026-10-13\|16.86\|0.54\|16.55\|17.12\|15.95\|25443;2026-10-14\|16.21\|-3.86\|16.74\|17.07\|16.18\|15578;2026-10-15\|15.71\|-3.08\|15.76\|16.23\|15.41\|27179;2026-10-16\|15.84\|0.83\|16.36\|16.44\|15.68\|18806;2026-10-19\|15.78\|-0.38\|15.69\|16.00\|15.13\|20589;2026-10-20\|16.23\|2.85\|15.73\|16.43\|15.45\|23276;2026-10-21\|16.47\|1.48\|16.31\|17.15\|16.09\|36319;2026-10-22\|15.41\|-6.44\|16.45\|16.45\|15.39\|42964;2026-10-23\|15.68\|1.75\|15.18\|15.78\|14.02\|46050;2026-10-26\|15.60\|-0.51\|15.58\|15.98\|15.38\|22565;2026-10-27\|14.69\|-5.83\|15.70\|15.81\|14.69\|19601;2026-10-28\|14.99\|2.04\|14.94\|15.18\|14.65\|26546;2026-10-29\|14.52\|-3.14\|15.16\|15.16\|14.50\|18960;2026-10-30\|13.79\|-5.03\|14.05\|14.87\|13.77\|43943;2026-11-02\|14.69\|6.53\|13.99\|14.89\|13.44\|34998;2026-11-03\|13.96\|-4.97\|14.55\|14.95\|13.87\|33964;2026-11-04\|14.12\|1.15\|14.05\|14.18\|13.24\|36162;2026-11-05\|14.55\|3.05\|14.02\|14.80\|13.85\|37386;2026-11-06\|14.63\|0.55\|13.86\|15.10\|13.86\|49916
126570	SK海力士将投资384亿美元建设晶圆厂		公司主营BLDC电机驱动控制专用芯片，产品涵盖电机驱动控制的全部关键芯片，包括电机主控芯片MCU/ASIC、电机驱动芯片HVIC、电机专用功率器件MOSFET等，产品广泛应用于家电、电动工具、计算机及通信设备、运动出行、工业与汽车等领域	2026-06-29\|201.45\|0.96\|195.00\|202.88\|193.19\|25939;2026-06-30\|224.44\|11.41\|201.25\|231.89\|199.00\|35354;2026-07-01\|231.00\|2.92\|226.09\|247.65\|226.00\|36651;2026-07-02\|228.00\|-1.30\|228.69\|238.97\|220.00\|31065;2026-07-03\|241.35\|5.86\|228.00\|251.80\|226.00\|42268;2026-07-06\|227.24\|-5.85\|244.80\|245.94\|220.50\|38185;2026-07-07\|233.96\|2.96\|225.18\|239.80\|221.13\|27068;2026-07-08\|230.00\|-1.69\|232.28\|242.69\|229.00\|29026;2026-07-09\|234.32\|1.88\|229.50\|235.00\|223.23\|20812;2026-07-10\|228.01\|-2.69\|231.00\|244.42\|226.07\|24426;2026-07-13\|226.33\|-0.74\|225.21\|242.70\|223.90\|27749;2026-07-14\|221.51\|-2.13\|229.00\|230.86\|210.38\|23282;2026-07-15\|210.59\|-4.93\|225.45\|226.14\|208.00\|20475;2026-07-16\|208.00\|-1.23\|208.95\|225.60\|204.14\|18199;2026-07-17\|188.57\|-9.34\|209.19\|213.31\|186.14\|26394;2026-07-20\|181.43\|-3.79\|192.24\|193.99\|175.00\|28745;2026-07-21\|184.60\|1.75\|182.22\|191.02\|174.74\|26356;2026-07-22\|183.21\|-0.75\|181.85\|188.00\|178.55\|27406;2026-07-23\|172.26\|-5.98\|180.91\|185.22\|170.00\|17154;2026-07-24\|163.37\|-5.16\|169.00\|171.89\|162.06\|22712;2026-07-27\|168.27\|3.00\|164.50\|168.87\|158.02\|21395;2026-07-28\|159.99\|-4.92\|165.70\|166.82\|157.76\|16297;2026-07-29\|157.51\|-1.55\|161.58\|162.87\|151.22\|19118;2026-07-30\|150.41\|-4.51\|152.87\|158.65\|148.51\|15854;2026-07-31\|155.61\|3.46\|158.98\|163.00\|153.65\|23086;2026-08-03\|159.28\|2.36\|154.84\|161.51\|153.65\|22719;2026-08-04\|156.00\|-2.06\|161.07\|161.98\|152.00\|25289;2026-08-05\|166.35\|6.63\|156.01\|167.62\|155.07\|23678;2026-08-06\|167.55\|0.72\|163.00\|169.00\|161.11\|17378;2026-08-07\|170.00\|1.46\|169.19\|172.00\|164.75\|19134;2026-08-10\|165.09\|-2.89\|170.00\|170.99\|162.87\|15132;2026-08-11\|169.13\|2.45\|163.35\|172.04\|162.00\|16687;2026-08-12\|169.36\|0.14\|168.96\|169.90\|166.58\|11525;2026-08-13\|163.40\|-3.52\|169.81\|171.38\|163.02\|17302;2026-08-14\|162.11\|-0.79\|166.00\|166.00\|158.80\|14147;2026-08-17\|178.64\|10.20\|163.00\|179.00\|162.14\|23653;2026-08-18\|185.48\|3.83\|179.17\|189.98\|178.70\|24726;2026-08-19\|166.66\|-10.15\|181.00\|181.00\|163.29\|43269;2026-08-20\|168.04\|0.83\|167.94\|170.80\|162.49\|15574;2026-08-21\|177.74\|5.77\|175.00\|184.98\|174.01\|28046;2026-08-24\|179.12\|0.78\|178.09\|185.00\|174.33\|27678;2026-08-25\|182.63\|1.96\|175.72\|184.50\|173.00\|22257;2026-08-26\|189.17\|3.58\|183.04\|194.99\|180.04\|25679;2026-08-27\|197.28\|4.29\|193.60\|198.50\|187.46\|27627;2026-08-28\|189.67\|-3.86\|197.74\|201.45\|187.40\|26006;2026-08-31\|197.50\|4.13\|186.07\|199.87\|184.06\|26649;2026-09-01\|193.00\|-2.28\|200.99\|202.00\|191.45\|20048;2026-09-02\|190.00\|-1.55\|190.11\|192.49\|187.06\|13782;2026-09-03\|194.20\|2.21\|193.23\|196.00\|189.10\|17620;2026-09-04\|184.02\|-5.24\|196.00\|197.50\|181.49\|16839;2026-09-07\|189.12\|2.77\|182.23\|191.50\|182.23\|16212;2026-09-08\|184.79\|-2.29\|188.66\|189.00\|183.27\|9628;2026-09-09\|179.45\|-2.89\|186.34\|188.84\|177.53\|15138;2026-09-10\|175.74\|-2.07\|180.79\|180.79\|173.01\|20008;2026-09-11\|185.00\|5.27\|174.37\|189.30\|169.20\|36444;2026-09-14\|182.50\|-1.35\|182.54\|188.00\|181.02\|17931;2026-09-15\|181.30\|-0.66\|180.68\|188.69\|180.27\|19521;2026-09-16\|187.56\|3.45\|181.30\|188.20\|178.14\|19146;2026-09-17\|205.65\|9.64\|191.38\|208.00\|188.15\|34425;2026-09-18\|209.43\|1.84\|205.92\|213.58\|203.01\|22540;2026-09-21\|215.13\|2.72\|209.33\|222.61\|207.00\|25237;2026-09-22\|215.95\|0.38\|218.88\|219.99\|213.44\|11167;2026-09-23\|215.42\|-0.25\|217.00\|219.85\|212.61\|11970;2026-09-24\|213.56\|-0.86\|215.18\|221.97\|213.04\|13331;2026-09-28\|206.53\|-3.29\|213.17\|213.56\|204.57\|12756;2026-09-29\|204.33\|-1.07\|209.83\|209.83\|199.78\|12273;2026-09-30\|199.31\|-2.46\|205.50\|205.50\|198.28\|9201;2026-10-08\|189.67\|-4.84\|196.19\|209.88\|188.33\|26487;2026-10-09\|184.03\|-2.97\|188.86\|188.87\|178.38\|19731;2026-10-12\|173.65\|-5.64\|183.00\|183.73\|173.34\|10069;2026-10-13\|168.31\|-3.08\|171.92\|171.92\|163.96\|21005;2026-10-14\|159.37\|-5.31\|166.35\|170.17\|159.03\|19614;2026-10-15\|150.88\|-5.33\|155.00\|155.90\|149.11\|18039;2026-10-16\|150.08\|-0.53\|155.00\|156.50\|149.22\|18276;2026-10-19\|161.03\|7.30\|150.08\|163.37\|143.25\|24385;2026-10-20\|170.07\|5.61\|158.06\|171.50\|157.20\|41748;2026-10-21\|171.92\|1.09\|171.19\|177.58\|168.20\|24211;2026-10-22\|166.48\|-3.16\|172.80\|177.53\|164.30\|21726;2026-10-23\|190.90\|14.67\|163.90\|191.97\|156.00\|51406;2026-10-26\|195.15\|2.23\|194.21\|200.00\|191.02\|65053;2026-10-27\|183.06\|-6.20\|194.17\|196.00\|183.06\|28914;2026-10-28\|211.38\|15.47\|186.50\|217.00\|186.50\|55277;2026-10-29\|195.52\|-7.50\|207.58\|210.00\|194.30\|34391;2026-10-30\|173.73\|-11.14\|189.93\|195.71\|172.40\|37632;2026-11-02\|179.33\|3.22\|173.99\|182.86\|161.74\|44163;2026-11-03\|171.51\|-4.36\|174.99\|176.88\|168.23\|28604;2026-11-04\|195.86\|14.20\|169.13\|199.00\|167.24\|43077;2026-11-05\|204.93\|4.63\|191.13\|209.99\|191.13\|34295;2026-11-06\|196.85\|-3.94\|194.27\|207.88\|193.13\|23747
126569		摘帽+植物照明+景观照明 1、据公司2026年6月14日公告，公司股票于6月16日开市起撤销其他风险警示并复牌，股票简称由“ST名家汇”变更为“名家汇”。 2、据公司2026年5月11日公告，全资子公司六安名家汇与安徽金晟达签署1.0569亿元植物补光灯采购框架合同；此前于2025年签署的1.5亿元同类合同已确认收入1.13亿元，占公司2025年营收的63.18%。 3、据公司2025年半年度报告，公司主要从事照明工程设计与施工及LED照明产品的研发、生产与销售，在景观照明领域具备品牌优势与丰富项目经验。	公司拟现金收购固态存储解决方案服务商至誉科技不超过26.19%股份	2026-06-29\|6.02\|-3.83\|6.20\|6.36\|5.63\|614949;2026-06-30\|6.50\|7.97\|6.01\|6.75\|6.01\|561658;2026-07-01\|6.46\|-0.62\|6.46\|6.68\|6.37\|470122;2026-07-02\|6.18\|-4.33\|6.42\|6.53\|6.12\|419689;2026-07-03\|6.25\|1.13\|6.30\|6.49\|6.09\|393905;2026-07-06\|6.04\|-3.36\|6.42\|6.44\|6.00\|252588;2026-07-07\|5.77\|-4.47\|6.03\|6.25\|5.74\|286216;2026-07-08\|5.62\|-2.60\|5.72\|5.79\|5.52\|219990;2026-07-09\|6.41\|14.06\|5.68\|6.74\|5.55\|670444;2026-07-10\|6.57\|2.50\|6.43\|6.63\|6.29\|545826;2026-07-13\|6.53\|-0.61\|6.49\|6.82\|6.46\|466917;2026-07-14\|6.18\|-5.36\|6.57\|6.99\|6.12\|574078;2026-07-15\|5.99\|-3.07\|6.20\|6.24\|5.93\|311965;2026-07-16\|5.96\|-0.50\|6.00\|6.23\|5.89\|269402;2026-07-17\|5.58\|-6.38\|6.03\|6.04\|5.57\|295096;2026-07-20\|5.08\|-8.96\|5.70\|5.77\|4.87\|387474;2026-07-21\|5.55\|9.25\|5.16\|5.59\|4.60\|452666;2026-07-22\|5.72\|3.06\|5.46\|5.75\|5.33\|306844;2026-07-23\|5.46\|-4.55\|5.80\|5.85\|5.42\|182456;2026-07-24\|5.54\|1.47\|5.26\|5.81\|5.24\|232605;2026-07-27\|5.71\|3.07\|5.48\|5.71\|5.36\|178014;2026-07-28\|5.40\|-5.43\|5.66\|5.70\|5.34\|156897;2026-07-29\|5.20\|-3.70\|5.45\|5.56\|5.05\|284825;2026-07-30\|5.01\|-3.65\|5.18\|5.29\|4.97\|177737;2026-07-31\|5.75\|14.77\|5.15\|5.82\|5.15\|432367;2026-08-03\|5.79\|0.70\|5.70\|5.93\|5.61\|190890;2026-08-04\|6.02\|3.97\|5.85\|6.06\|5.77\|183640;2026-08-05\|6.15\|2.16\|5.96\|6.27\|5.92\|238814;2026-08-06\|6.53\|6.18\|6.18\|6.58\|6.00\|578892;2026-08-07\|5.65\|-13.48\|7.36\|7.36\|5.65\|1484838;2026-08-10\|5.11\|-9.56\|5.41\|5.50\|4.99\|983195;2026-08-11\|5.28\|3.33\|4.99\|5.36\|4.91\|626154;2026-08-12\|5.27\|-0.19\|5.13\|5.36\|5.11\|398263;2026-08-13\|5.07\|-3.80\|5.23\|5.35\|5.06\|388495;2026-08-14\|5.11\|0.79\|5.08\|5.25\|4.99\|304908;2026-08-17\|5.64\|10.37\|5.07\|5.70\|5.02\|779393;2026-08-18\|5.80\|2.84\|5.75\|5.98\|5.64\|636229;2026-08-19\|5.35\|-7.76\|5.68\|5.70\|5.35\|430686;2026-08-20\|5.23\|-2.24\|5.46\|5.49\|5.18\|300406;2026-08-21\|5.20\|-0.57\|5.20\|5.26\|5.09\|228701;2026-08-24\|5.18\|-0.38\|5.23\|5.28\|5.00\|291955;2026-08-25\|5.24\|1.16\|5.10\|5.27\|5.05\|208862;2026-08-26\|5.14\|-1.91\|5.21\|5.24\|5.12\|175802;2026-08-27\|5.15\|0.19\|5.11\|5.24\|5.10\|194764;2026-08-28\|5.14\|-0.19\|5.11\|5.17\|5.10\|155855;2026-08-31\|5.11\|-0.58\|5.10\|5.13\|5.07\|132622;2026-09-01\|5.16\|0.98\|5.09\|5.27\|5.09\|171891;2026-09-02\|5.22\|1.16\|5.15\|5.40\|5.11\|270856;2026-09-03\|5.11\|-2.11\|5.26\|5.27\|5.09\|207622;2026-09-04\|5.00\|-2.15\|5.09\|5.15\|5.00\|181620;2026-09-07\|5.05\|1.00\|5.10\|5.18\|5.04\|189579;2026-09-08\|5.03\|-0.40\|5.05\|5.08\|5.00\|144344;2026-09-09\|4.91\|-2.39\|5.01\|5.02\|4.85\|168924;2026-09-10\|4.79\|-2.44\|4.92\|4.92\|4.78\|126170;2026-09-11\|4.82\|0.63\|4.75\|4.84\|4.72\|130662;2026-09-14\|4.77\|-1.04\|4.85\|4.86\|4.73\|81749;2026-09-15\|4.65\|-2.52\|4.80\|4.80\|4.65\|113675;2026-09-16\|4.66\|0.22\|4.65\|4.71\|4.55\|152098;2026-09-17\|4.67\|0.21\|4.62\|4.69\|4.60\|106120;2026-09-18\|4.74\|1.50\|4.66\|4.82\|4.66\|136401;2026-09-21\|4.76\|0.42\|4.81\|4.81\|4.70\|108444;2026-09-22\|4.71\|-1.05\|4.76\|4.80\|4.67\|115591;2026-09-23\|4.99\|5.94\|4.72\|5.10\|4.63\|343932;2026-09-24\|5.00\|0.20\|4.92\|5.02\|4.85\|210233;2026-09-28\|4.70\|-6.00\|5.03\|5.05\|4.69\|149547;2026-09-29\|4.70\|0.00\|4.61\|4.76\|4.61\|109620;2026-09-30\|4.78\|1.70\|4.72\|4.79\|4.62\|101370;2026-10-08\|4.82\|0.84\|4.80\|4.96\|4.73\|120290;2026-10-09\|4.78\|-0.83\|4.83\|4.99\|4.63\|137778;2026-10-12\|4.63\|-3.14\|4.78\|4.78\|4.63\|76978;2026-10-13\|4.53\|-2.16\|4.63\|4.63\|4.43\|133307;2026-10-14\|4.40\|-2.87\|4.55\|4.55\|4.40\|85121;2026-10-15\|4.24\|-3.64\|4.29\|4.37\|4.20\|101638;2026-10-16\|4.24\|0.00\|4.30\|4.34\|4.22\|86526;2026-10-19\|4.13\|-2.59\|4.22\|4.24\|4.11\|95753;2026-10-20\|4.11\|-0.48\|4.12\|4.19\|4.07\|99597;2026-10-21\|4.12\|0.24\|4.11\|4.15\|4.04\|134192;2026-10-22\|3.99\|-3.16\|4.10\|4.23\|3.99\|164530;2026-10-23\|3.93\|-1.50\|3.93\|3.97\|3.60\|243559;2026-10-26\|3.78\|-3.82\|3.90\|3.95\|3.73\|151764;2026-10-27\|3.57\|-5.56\|3.79\|3.83\|3.56\|146900;2026-10-28\|3.50\|-1.96\|3.58\|3.63\|3.46\|214156;2026-10-29\|3.38\|-3.43\|3.51\|3.55\|3.37\|194408;2026-10-30\|3.30\|-2.37\|3.33\|3.46\|3.26\|258592;2026-11-02\|3.36\|1.82\|3.31\|3.40\|3.20\|262776;2026-11-03\|3.27\|-2.68\|3.32\|3.45\|3.25\|224576;2026-11-04\|3.30\|0.92\|3.26\|3.33\|3.12\|263173;2026-11-05\|3.46\|4.85\|3.28\|3.46\|3.22\|262470;2026-11-06\|3.35\|-3.18\|3.30\|3.42\|3.26\|187992
126568	英伟达CPO交换机全面量产	CPO+存储芯片+导热材料行业原因： 1、美股光通信巨头Lumentum及Coherent最新财报显示AI数据中心光互联需求爆发，Coherent季度营收创20.5亿美元历史新高，下季指引全面超预期。 2、中国银河证券8月13日研报指出，伴随下半年800G/1.6T批量出货，硅光方案出货占比提升，光通信板块盈利能力有望边际改善。公司原因： 1、据2025年9月9日互动易，公司的导热材料已应用于光模块领域。 2、据2026年5月13日互动易，公司主营产品中的导热界面材料可应用于存储芯片，并已有小批量交付；据2025年年报，公司持续优化导热界面材料及整体热管理解决方案，有效解决高速存储芯片在高密度运算下的温控难题，已与德明利等企业建立业务关系。 3、据2025年年报，公司深耕移动通信领域二十余年，主营产品包括导热界面材料、散热组件等，可为客户提供整体热管理解决方案。	公司主营通信设备零部件，为5G应用开发的零部件产品拥有业内领先的性能，提供的产品包括射频与透波防护器件、 EMI及IP防护器件和电子导热散热器件等，可应用于光模块	2026-06-29\|50.04\|8.66\|45.79\|50.38\|44.73\|135914;2026-06-30\|51.59\|3.10\|48.91\|52.65\|47.42\|141198;2026-07-01\|51.16\|-0.83\|50.50\|51.56\|49.03\|101301;2026-07-02\|46.11\|-9.87\|48.98\|49.66\|45.00\|75210;2026-07-03\|42.80\|-7.18\|45.90\|46.83\|42.78\|69403;2026-07-06\|41.22\|-3.69\|43.66\|43.94\|40.18\|58052;2026-07-07\|42.39\|2.84\|41.04\|42.75\|40.45\|54385;2026-07-08\|38.00\|-10.36\|42.08\|42.08\|38.00\|59287;2026-07-09\|40.50\|6.58\|38.85\|40.83\|37.70\|57544;2026-07-10\|38.18\|-5.73\|40.12\|41.78\|38.17\|61772;2026-07-13\|33.66\|-11.84\|37.92\|37.92\|33.57\|57729;2026-07-14\|35.31\|4.90\|34.33\|35.78\|33.23\|42167;2026-07-15\|32.95\|-6.68\|35.32\|35.40\|32.80\|42416;2026-07-16\|31.94\|-3.07\|32.69\|33.50\|31.61\|37018;2026-07-17\|29.50\|-7.64\|31.90\|32.14\|28.91\|45447;2026-07-20\|26.62\|-9.76\|29.95\|30.42\|25.74\|53606;2026-07-21\|29.07\|9.20\|27.48\|29.14\|24.90\|62021;2026-07-22\|27.85\|-4.20\|28.88\|29.78\|27.70\|43803;2026-07-23\|28.17\|1.15\|27.88\|28.68\|27.53\|31860;2026-07-24\|27.78\|-1.38\|27.60\|28.59\|27.37\|24810;2026-07-27\|28.73\|3.42\|27.74\|28.73\|27.34\|33303;2026-07-28\|27.37\|-4.73\|28.20\|28.76\|27.22\|33509;2026-07-29\|27.17\|-0.73\|27.38\|27.50\|26.00\|36602;2026-07-30\|25.50\|-6.15\|27.08\|27.15\|25.20\|33072;2026-07-31\|26.95\|5.69\|27.14\|27.79\|26.80\|40993;2026-08-03\|27.26\|1.15\|26.80\|27.27\|26.40\|27362;2026-08-04\|29.27\|7.37\|27.57\|29.50\|27.51\|50534;2026-08-05\|30.38\|3.79\|28.85\|30.67\|28.83\|49608;2026-08-06\|31.03\|2.14\|29.98\|31.38\|29.29\|47083;2026-08-07\|32.00\|3.13\|31.12\|32.10\|30.58\|43744;2026-08-10\|31.19\|-2.53\|32.00\|32.00\|30.72\|29904;2026-08-11\|31.14\|-0.16\|31.13\|31.68\|30.51\|23760;2026-08-12\|31.92\|2.50\|31.16\|32.18\|31.03\|27281;2026-08-13\|31.35\|-1.79\|32.28\|32.82\|31.35\|33199;2026-08-14\|37.62\|20.00\|34.84\|37.62\|33.50\|122043;2026-08-17\|41.55\|10.45\|41.01\|43.27\|39.54\|196180;2026-08-18\|39.19\|-5.68\|41.14\|42.70\|38.86\|153134;2026-08-19\|36.20\|-7.63\|38.98\|39.14\|36.05\|105329;2026-08-20\|40.20\|11.05\|37.20\|42.50\|35.79\|113619;2026-08-21\|40.39\|0.47\|39.80\|40.95\|38.22\|94637;2026-08-24\|41.10\|1.76\|43.86\|45.00\|41.00\|178214;2026-08-25\|39.00\|-5.11\|41.72\|42.20\|37.68\|119448;2026-08-26\|36.52\|-6.36\|38.50\|38.50\|35.74\|110711;2026-08-27\|37.32\|2.19\|36.52\|37.76\|36.03\|100023;2026-08-28\|37.94\|1.66\|36.66\|39.79\|36.51\|109818;2026-08-31\|38.73\|2.08\|37.00\|39.69\|36.80\|86236;2026-09-01\|37.44\|-3.33\|38.63\|38.71\|37.06\|59922;2026-09-02\|36.22\|-3.26\|36.93\|37.02\|35.88\|51335;2026-09-03\|38.59\|6.54\|36.68\|39.88\|36.65\|107385;2026-09-04\|35.70\|-7.49\|38.61\|38.94\|35.35\|86548;2026-09-07\|40.79\|14.26\|35.74\|41.40\|35.74\|124854;2026-09-08\|41.34\|1.35\|40.38\|41.75\|39.60\|106733;2026-09-09\|41.10\|-0.58\|42.07\|42.50\|40.70\|65515;2026-09-10\|40.07\|-2.51\|40.83\|40.90\|39.81\|39170;2026-09-11\|39.22\|-2.12\|39.60\|40.31\|38.10\|42978;2026-09-14\|39.79\|1.45\|39.06\|39.98\|37.50\|41816;2026-09-15\|39.43\|-0.90\|39.51\|42.00\|38.88\|75501;2026-09-16\|42.60\|8.04\|39.01\|43.27\|39.01\|122834;2026-09-17\|42.35\|-0.59\|42.22\|43.00\|41.70\|74383;2026-09-18\|47.87\|13.03\|42.85\|49.10\|42.53\|155767;2026-09-21\|47.58\|-0.61\|46.93\|49.18\|46.93\|101406;2026-09-22\|48.48\|1.89\|48.95\|49.10\|47.77\|84454;2026-09-23\|48.59\|0.23\|48.02\|49.49\|47.52\|78340;2026-09-24\|45.57\|-6.22\|48.21\|48.65\|45.38\|83011;2026-09-28\|41.53\|-8.87\|45.40\|45.40\|40.99\|58848;2026-09-29\|42.93\|3.37\|41.60\|43.84\|41.12\|62693;2026-09-30\|41.49\|-3.35\|43.00\|43.60\|41.41\|52650;2026-10-08\|40.67\|-1.98\|42.07\|42.36\|39.77\|50105;2026-10-09\|39.75\|-2.26\|40.00\|40.79\|37.60\|52219;2026-10-12\|47.70\|20.00\|39.71\|47.70\|39.55\|92773;2026-10-13\|48.53\|1.74\|47.22\|49.87\|45.80\|158226;2026-10-14\|46.99\|-3.17\|48.06\|49.64\|46.99\|101845;2026-10-15\|42.76\|-9.00\|45.00\|46.25\|42.50\|94118;2026-10-16\|41.42\|-3.13\|43.00\|43.70\|40.85\|76203;2026-10-19\|41.45\|0.07\|41.02\|42.00\|38.30\|85079;2026-10-20\|41.22\|-0.55\|41.41\|41.88\|40.00\|56970;2026-10-21\|38.90\|-5.63\|41.38\|41.80\|38.68\|74405;2026-10-22\|35.30\|-9.25\|38.80\|39.25\|35.15\|77355;2026-10-23\|36.60\|3.68\|34.43\|37.04\|32.66\|76606;2026-10-26\|36.96\|0.98\|36.22\|37.85\|35.50\|70499;2026-10-27\|36.88\|-0.22\|37.61\|38.99\|36.80\|69123;2026-10-28\|38.99\|5.72\|36.88\|39.78\|36.01\|73569;2026-10-29\|37.20\|-4.59\|38.26\|39.66\|37.08\|53379;2026-10-30\|35.10\|-5.65\|35.49\|37.69\|34.88\|54705;2026-11-02\|35.68\|1.65\|35.49\|36.35\|34.00\|46009;2026-11-03\|33.18\|-7.01\|34.91\|35.68\|32.77\|48559;2026-11-04\|36.15\|8.95\|33.20\|36.50\|32.18\|56803;2026-11-05\|36.20\|0.14\|35.47\|37.68\|35.20\|45752;2026-11-06\|35.18\|-2.82\|34.00\|36.28\|33.70\|35330

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