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格隆匯公吿精選︱水晶光電:2024年度淨利潤預增66.60%-86.59%;中石科技:2024年度淨利潤預增157.60%-198.28%
格隆匯 01-09 22:32

【熱點】

海得控制(002184.SZ):綠色化業務包括大功率電力電子產品業務和新能源儲能業務

禾望電氣(603063.SH):無數據中心業務相關訂單,不涉及數據中心熱點

共進股份(603118.SH):400G、800G交換機業務收入佔公司主營業務收入比例較小

力鼎光電(605118.SH):AR眼鏡或AI眼鏡非公司光學產品的主要應用領域,目前規模極小,佔公司營業收入比重低於1%

晶華新材(603683.SH):目前不涉及“液態金屬散熱材料”

4連板海鷗股份(603269.SH)目前來自核電和數據算力中心客户的營業收入佔比不足1%

投資】

信達地產(600657.SH):擬與中國信達及鑫盛利保共同發起設立盤活基金

山河藥輔(300452.SZ):擬使用部分募集資金和自有資金向全資子公司增資以實施募投項目

【合同中標】

大立科技(002214.SZ):簽訂7100萬元某型光電系統研製合同

國科軍工(688543.SH):簽署兩型主用彈藥等彈藥產品2025年年度訂貨合同

【業績預吿】

譽衡藥業(002437.SZ):預計2024年淨利潤同比增長74.51%-107.75%

海大集團(002311.SZ):預計2024年淨利潤同比增長55.04%-75.1%

中石科技(300684.SZ):2024年度淨利潤預增157.60%-198.28%

中遠海能(600026.SH):預計2024年淨利潤約39.6億元 同比增長約17.2%

廣哈通信(300711.SZ):2024年度淨利潤預增11.09%-29.06%

水晶光電(002273.SZ):2024年度淨利潤預增66.60%-86.59%

股權收購

精測電子(300567.SZ):擬以8850萬元受讓江門精測72.5%股權

大業股份(603278.SH):擬收購大業新材料19.4444%股權

立方數科(300344.SZ):擬通過安徽立方數科受讓安徽雲掌92%合夥份額

【回購

壺化股份(003002.SZ):擬1900萬元-2000萬元回購股份

【增減持

達利凱普(301566.SZ):磐信投資擬減持不超4.50%股份

三和管樁(003037.SZ):控股股東擬增持4000萬元-8000萬元公司股份

雙環傳動(002472.SZ):股東李紹光和李瑜擬合計減持不超800萬股

安傑思(688581.SH):新建元、天堂硅谷擬合計減持不超過3%股份

【其他】

*ST嘉寓(300117.SZ):股票可能被終止上市

*ST大藥(603963.SH):公司股票可能被終止上市

星源材質(300568.SZ):與株式會社RS Technologies簽訂戰略合作框架協議

東安動力(600178.SH):2024年4季度收到定點協議

張家界(000430.SZ):與電廣傳媒簽署戰略合作框架協議

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