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格隆匯公吿精選︱比亞迪:1-10月乘用車銷量達323.7萬輛,同比增長36.5%;賽力斯:10月賽力斯汽車銷量33921輛 同比增長133.84%

【經營數據】

長城汽車(601633.SH):10月銷量總計116799台 同比下降11.05%

比亞迪(002594.SZ):1-10月乘用車銷量達323.7萬輛,同比增長36.5%

力帆科技(601777.SH):10月汽車整車合計銷售4005輛 同比增長8.07%

*ST漢馬(600375.SH):10月中重卡銷量1050輛 同比增長26.96%

賽力斯(601127.SH):10月賽力斯汽車銷量33921輛 同比增長133.84%

目投資】

東來技術(688129.SH):擬投資約6.5億元建設“高性能汽車塗料研發生產基地及華南區域總部項目”

【合同中標】

大連電瓷(002606.SZ):預中標1.25億元國家電網項目

中超控股(002471.SZ):中標約2.67億元國家電網相關項目

宏盛華源(601096.SH):預中標11.73億元國家電網項目

創元科技(000551.SZ):蘇州電瓷預中標合計約8246.07萬元國家電網項目

【併購重組】

南京化纖(600889.SH):籌劃資產置換、發行股份及支付現金購買資產並募集配套資金事項 股票停牌

股權收購

華峯化學(002064.SZ):擬購買華峯合成樹脂100%股權、華峯熱塑100%股權 11月4日起復牌

中交地產(000736.SZ):擬收購中交服務100%股權

華康股份(605077.SH):擬收購豫鑫糖醇100%股權 11月4日起復牌

有研硅(688432.SH):擬收購DGT的70%股權

【回購

帝奧微(688381.SH):擬斥資3000萬元-6000萬元回購股份

亞泰集團(600881.SH):擬斥資2700萬元-3000萬元股份

常熟汽飾(603035.SH):擬1.5億元-3億元回購股份

禾豐股份(603609.SH):擬斥資1億元-2億元回購股份

【增減持】

航天工程(603698.SH):國創基金與新車基金擬合計減持不超3%股份

中科江南(301153.SZ):融商力源擬減持不超1.50%股份

深城交(301091.SZ):珠海道遠擬減持不超3%股份

怡合達(301029.SZ):眾志達及其一致行動人擬減持不超過1.5%股份

德林海(688069.SH):股東陳虹擬減持不超2%股份

聯合水務(603291.SH):股東UW Holdings Limited擬合計減持不超3%股份

東方鋯業(002167.SZ):控股股東擬增持1億元-2億元公司股份

【其他】

*ST博信(600083.SH):股票存在可能因市值低於5億元被終止上市的風險

天新藥業(603235.SH):實際控制人、董事長許江南被留置

永新光學(603297.SH):公司光刻機相關設備業務佔營收比重較小

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