格隆匯公吿精選︱欣旺達:擬設立越南鋰威並投建越南鋰威消費類鋰電池工廠項目 投資總額不超20億元;新易盛:預計半年度淨利潤同比增長180.89%-229.44%

【投資項目】
欣旺達(300207.SZ):擬設立越南鋰威並投建越南鋰威消費類鋰電池工廠項目 投資總額不超20億元
南網儲能(600995.SH):擬81.17億元投資建設廣西貴港抽水蓄能電站
南網儲能(600995.SH):擬80.47億元投資建設廣西灌陽抽水蓄能電站
南網儲能(600995.SH):擬83.12億元投資建設廣西玉林抽水蓄能電站
【合同中標】
司爾特(002538.SZ):子公司與四川大學簽訂2800萬元技術開發合同
內蒙一機(600967.SH):子公司簽訂5.03億元鐵路貨車採購項目合同
雙傑電氣(300444.SZ):中標合計約3.21億元南方電網相關項目
【股權收購】
贛鋒鋰業(002460.SZ):青海良承擬4億元轉讓所持有錦泰鉀肥10%的股權
龍江交通(601188.SH):廣州辰崧擬轉讓5.93%股份給杭州合贏
欣旺達(300207.SZ):前海弘盛擬以5.346億元收購惠州盈旺精密30.1266%股權
【業績數據】
宇瞳光學(300790.SZ):上半年淨利潤預增200.74%-237.87%
會暢通訊(300578.SZ):上半年淨利潤預增905.15%–1219.26%
欣旺達(300207.SZ):上半年淨利潤同比預增75.00%-105.00%
長川科技(300604.SZ):上半年淨利潤同比預增876.62%至1023.12%
激智科技(300566.SZ):上半年淨利潤同比預增130.11%-170.13%
飛榮達(300602.SZ):預計半年度淨利潤同比增長1243.65%~1492.48%
航天智造(300446.SZ):預計半年度淨利潤同比增長108.1%-137.83%
新易盛(300502.SZ):預計半年度淨利潤同比增長180.89%-229.44%
天鍵股份(301383.SZ):部分項目出貨情況超預期,預計半年度淨利潤同比增長67.05%-85.61%
容大感光(300576.SZ):預計半年度淨利潤同比增長50%-70%
【回購】
廣匯物流(600603.SH):擬回購2億元-4億元公司股份
棕櫚股份(002431.SZ):擬0.5億元-1億元回購股份
中望軟件(688083.SH):擬3000萬元-5000萬元回購股份
海科新源(301292.SZ):擬斥資1160萬元-2310萬元回購股份
道森股份(603800.SH):擬3000萬元-6000萬元回購股份
寧波韻升(600366.SH):擬斥資7500萬元至1.5億元回購股份
上能電氣(300827.SZ):擬斥資2600萬元-3600萬元回購股份
【增減持】
通化東寶(600867.SH):監事會主席擬增持300萬元-500萬元公司股份
精研科技(300709.SZ):常州創研擬減持不超1%公司股份
新湖中寶(600208.SH):衢州智寶擬增持5000萬元-1億元公司股份
ST易事特(300376.SZ):實控人何思模之子何宇擬增持不低於1000萬元公司股份
【其他】
金龍汽車(600686.SH):擬定增募資不超過3億元用於金龍全球化商旅客車平台開發項目
星網宇達(002829.SZ):可以在導航、測控等方向為無人駕駛提供技術支持
大眾交通(600611.SH):近期智能網聯汽車受市場關注度較高,該模式目前尚處於實驗階段
華達科技(603358.SH):獲得客户項目定點 為客户提供各型汽車零部件產品
國力股份(688103.SH):收到客户項目定點通知書 總金額約為1.60億歐元
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