格隆匯公吿精選︱長城汽車:上半年淨利潤同比預增377.49%到436.26% ;東鵬飲料:預計半年度淨利潤同比增幅44.39%到56.12%

【投資項目】
富奧股份(000030.SZ):擬對電控減振器(CDC)內置閥試製線項目新增投資1330萬元
美好醫療(301363.SZ):擬不超8000萬美元投建馬來三期生產基地
神馳機電(603109.SH):擬不超過3000萬美元對越南生產基地進行改擴建
【合同中標】
東方電子(000682.SZ):子公司預中標合計約2.17億元南方電網公司2024年計量產品第一批框架招標項目
特鋭德(300001.SZ):預中標中國華能項目
炬華科技(300360.SZ):預中標1.76億元南方電網項目
友訊達(300514.SZ):預中標1.339億元南方電網公司2024年計量產品第一批框架招標項目
中蘭環保(300854.SZ):擬中標萊州市生活垃圾處理設施提升改造項目(一標段)
節能鐵漢(300197.SZ):中標約3.06億元獻縣泛區蓄滯洪區建設與管理工程(饒陽轄區)施工一標段
【股權收購】
中石科技(300684.SZ):擬出售控股子公司中石正旗95%股權
天地源(600665.SH):高科集團擬將高新地產100%股權無償劃轉至高科地產
三暉電氣(002857.SZ):子公司三暉聯璟擬收購三暉能源14%股權
神馳機電(603109.SH):擬以2420.43萬元轉讓艾氏伏特100%股權
【業績數據】
長城汽車(601633.SH):上半年淨利潤同比預增377.49%到436.26%
東鵬飲料(605499.SH):預計半年度淨利潤同比增幅44.39%到56.12%
國城礦業(000688.SZ):預計半年度淨利潤同比增加1040.42%-1300.76%
長安汽車(000625.SZ):預計上半年歸母淨利潤為25億元–32億元
牧原股份(002714.SZ):預計上半年歸母淨利潤為7億元-9億元 同比扭虧
日久光電(003015.SZ):上半年淨利潤預增1536.84%-1864.21%
蔚藍鋰芯(002245.SZ):上半年淨利潤預增248.14%-320.17%
【回購】
秦安股份(603758.SH):擬4000萬元-8000萬元回購股份
通化東寶(600867.SH):擬1.8億元-2億元回購股份
鹽津鋪子(002847.SZ):擬斥資5000萬元-7000萬元回購股份
坤恒順維(688283.SH):擬斥資1500萬元至3000萬元回購股份
東芯股份(688110.SH):擬斥資1億元至2億元回購股份
交建股份(603815.SH):擬斥資4000萬元至6000萬元回購股份
【增減持】
線上線下(300959.SZ):廣金美好擬減持不超2.00%股份
通化東寶(600867.SH):控股股東及其控制企業和董事長擬合計增持不超過2%股份
登雲股份(002715.SZ):5名股東擬合計減持不超2.00%股份
威領股份(002667.SZ):控股股東上海領億擬被動減持不超3%股份
埃斯頓(002747.SZ):實控人及部分董事、高管擬合計增持3600萬元-6000萬元公司股份
華夏幸福(600340.SH):董事長、實際控制人王文學擬增持1000萬元至1200萬元股份
【其他】
頂固集創(300749.SZ):擬以簡易程序定增募資不超9793.95萬元 用於精品門鎖及門配五金智能製造項目等
德昌股份(605555.SH):獲得客户EPS電機的項目定點通知書 金額約8.08億元
亞太股份(002284.SZ):收到項目定點通知 生命週期銷售總金額約38億元
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