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格隆匯公吿精選︱新和成:擬總投資約100億元建設尼龍新材料項目;天孚通信:上半年淨利潤同比預增167.00%-187.00%

【投資項目】

順發恒業(000631.SZ):擬投資23.42億元建設創新聚能城能源中心項目

永貴電器(300351.SZ):擬新設新加坡公司在泰國新設公司投建年產80萬件電連接器生產項目

新和成(002001.SZ):擬總投資約100億元建設尼龍新材料項目

常鋁股份(002160.SZ):擬不超3.5億元投建新能源新型結構件及智能化裝備製造項目

【合同中標】

東方電子(000682.SZ):威思頓中標合計約2.17億元南方電網項目

中蘭環保(300854.SZ):中標萊州市生活垃圾處理設施提升改造項目(一標段)

中船特氣(688146.SH):簽訂1.15億元三氟化氮銷售合同

金誠信(603979.SH):簽署約1.27億元武山銅礦三期擴建工程三井(主井、副井、風井)(三標段)施工合同

地鐵設計(003013.SZ):被確定為"關中城市羣富平(閻良)至咸陽機場鐵路設計總承包項目"的中標候選人

股權收購】

建科院(300675.SZ):擬掛牌轉讓湖北建勝40%股權

浙江震元(000705.SZ):擬3581.72萬元收購震元連鎖10.8946%股權

迎豐股份(605055.SH):控股股東和實際控制人擬擬協議轉讓不超5%股份

博雅生物(300294.SZ):擬以18.2億元收購綠十字(香港)100%股權

業績數據

阿特斯(688472.SH):預計上半年淨利潤12億元到14億元

朗坤環境(301305.SZ):預計半年度淨利潤同比增長20%-40%

天孚通信(300394.SZ):上半年淨利潤同比預增167.00%-187.00%

明陽電氣(301291.SZ):上半年淨利潤預增36.07%-60.81%

邁普醫學(301033.SZ):上半年淨利潤同比預增127.05%-177.51%

中觸媒(688267.SH):上半年淨利潤同比預增116.73%至154.98%

潔特生物(688026.SH):預計半年度淨利潤同比增加929.77%

【回購

長盈通(688143.SH):擬回購2000萬元-4000萬元公司股份

天元寵物(301335.SZ):擬斥資0.5億元-1.0億元回購股份

【增減持】

重慶鋼鐵(601005.SH):實控人之子公司華寶投資擬增持3億元-5億元公司股份

中曼石油(603619.SH):董事長或其控制的企業擬增持5000萬元-1億元公司股份

綠的諧波(688017.SH):2名實控人擬合計增持500萬元至1000萬元股份

【其他】

三盛退(300282.SZ):公司股票將在7月18日被摘牌

中鼎股份(000887.SZ):子公司獲得空氣懸掛系統產品項目定點書 生命週期總額約4.12億元

金盾股份(300411.SZ):擬與清華大學合作完成飛行汽車涵道風扇與推進系統研發項目

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