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格隆匯公吿精選︱工業富聯:上半年淨利潤87.4億元 同比增長22%;雙匯發展:上半年淨利潤降19.05%至22.96億元 擬10派6.6元

【投資項目】

中國天楹(000035.SZ):擬在遼源高新區化工園區投資、建設與運營綠氫項目

中國寶安(000009.SZ):貝特瑞擬投資不超26.18億元在摩洛哥建設年產6萬噸鋰電池負極材料一體化項目

武漢控股(600168.SH):擬實施金口水廠分佈式光伏項目

武漢控股(600168.SH):擬實施高新六路轉壓站分佈式光伏項目

【合同中標】

達實智能(002421.SZ):簽署1390.64萬元億緯鋰能成都33C工廠高效機房項目合同

科陸電子(002121.SZ):控股孫公司收到南方電網配網設備第一批框架項目中標通知書

中國能建(601868.SH):簽署約69.79億元沙特PIF四期Haden2GW光伏項目EPC合同

新疆交建(002941.SZ):子公司市政軌道中標13.00億元昌吉順惠智算中心項目

王府井(600859.SH):中標哈爾濱太平國際機場、牡丹江海浪國際機場出境免税項目

股權收購】

通威股份(600438.SH):擬不超過50億元取得潤陽股份不低於51%股權

業績數據

雙匯發展(000895.SZ):上半年淨利潤降19.05%至22.96億元 擬10派6.6元

偉星股份(002003.SZ):上半年淨利潤4.16億元 同比增長37.79%

中國天楹(000035.SZ):上半年淨利潤3.6億元 同比增長118.93%

金龍魚(300999.SZ):上半年淨利潤10.97億元 同比增長13.57%

漢森製藥(002412.SZ):上半年淨利潤1億元 同比增長10.84%

中科藍訊(688332.SH):上半年淨利潤1.35億元 同比增長19.83%

聯創電子(002036.SZ):上半年淨虧損6499.14萬元

工業富聯(601138.SH):上半年淨利潤87.4億元 同比增長22%

華北製藥(600812.SH):上半年淨利潤7198.44萬元,同比增長171.17%

九豐能源(605090.SH):上半年淨利潤11.06億元,同比增長55.23% 擬10派4元

【回購

海南礦業(601969.SH):擬5000萬元-1億元回購股份

【增減持】

智迪科技(301503.SZ):智控投資擬減持不超1%股份

岳陽興長(000819.SZ):興長集團擬減持不超300萬股

舒泰神(300204.SZ):香塘集團擬減持不超過1%股份

德恩精工(300780.SZ):實際控制人之一雷永強擬減持不超過1.9977%股份

同德化工(002360.SZ):部分董監高擬增持合計450萬元-700萬元公司股份

國科軍工(688543.SH):泰豪科技等擬合計減持不超過3.5%股份

【其他】

中毅達(600610.SH):擬向天津信璟定增募資不超過2.1億元

大勝達(603687.SH):實際控制人、董事長方能斌被留置

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