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格隆匯公吿精選︱樂歌股份:擬投資約7億元建造海外倉;凌雲股份:傳感器業務處於內部自行研發階段,無客户,無訂單,無相關業務收入

【熱點追蹤】

廣汽集團(601238.SH):與華為簽署深化合作協議,將打造一個全新的高端智能新能源汽車品牌

凌雲股份(600480.SH):傳感器業務處於內部自行研發階段,無客户,無訂單,無相關業務收入

南京化纖(600889.SH):南京工藝產品在人形機器人領域實現個別產品應用、未形成批量訂單

五洲新春(603667.SH):絲槓產品佔公司2023年全年營業收入的0.22%,佔比非常小

大業股份(603278.SH):人形機器人業務目前尚處於探索和市場調查階段,尚未產生收入

投資】

樂歌股份(300729.SZ):擬投資約7億元建造海外倉

深賽格(000058.SZ):子公司擬投資分佈式光伏項目

蘇鹽井神(603299.SH):擬投資建設儲氣庫滷水製鹽綜合利用工程項目

【合同中標】

西力科技(688616.SH):中標國家電網1.46億元招標採購項目

積成電子(002339.SZ):中標國家電網合計約2.23億元項目

志特新材(300986.SZ):簽訂約2610.19萬元海外鋁模板項目合同

嘉戎技術(301148.SZ):中標1.41億元榆橫工業區工業污水廠蒸發塘濃鹽水處置項目N2標段

眾合科技(000925.SZ):中標杭州市城市軌道交通3號線二期工程和12號線一期工程信號系統及站台門系統招標項目

股權收購

金房能源(001210.SZ):控股子公司擬參與競購平江大唐100%股權

天益醫療(301097.SZ):擬收購泰國公司SIAM TYINRUN 99.9996%股權

動力源(600405.SH):擬轉讓子公司科豐鼎誠100%股權

正帆科技(688596.SH):擬收購鴻舸半導體少數股東合計30.5032%股權

【回購

多氟多(002407.SZ):擬斥資1.51億元-3億元回購股份

帝奧微(688381.SH):擬斥資1億元-2億元回購股份

若羽臣(003010.SZ):擬斥資3000萬元-6000萬元回購股份

【增減持

新錦動力(300157.SZ):股東海吉雅擬減持不超3.00%股份

廣立微(301095.SZ):股東武嶽峯亦合及其一致行動人擬合計減持不超0.7967%股份

隆達股份(688231.SH):國聯產投、雲上聯信擬合計減持不超2%股份

【其他】

天成自控(603085.SH):收到客户項目定點通知

北方華創(002371.SZ):被美國商務部列入實體清單

融捷股份(002192.SZ):融達鋰業與甘孜州康定市政府簽署原礦外運合作協議

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