格隆匯公吿精選︱中遠海控:預計2024年歸母淨利潤約490.82億元 同比增加約105.71%;博通集成:相關芯片產品在2024年度營業收入中所佔比例較小

【熱點】
弘訊科技(603015.SH):不涉及人形機器人業務
麥迪科技(603990.SH):截至目前蘇州優麥已設立完成,項目目前投入較小
博通集成(603068.SH):相關芯片產品在2024年度營業收入中所佔比例較小
【項目投資】
尚太科技(001301.SZ):山西尚太擬40億元投建年產20萬噸鋰離子電池負極材料一體化項目
佳電股份(000922.SZ):動裝公司擬投資3.81億元建設新型多功能高温高壓核主泵全流量試驗枱項目
東方電纜(603606.SH):擬約20億元投資深遠海輸電裝備項目
TCL智家(002668.SZ):擬投資4.9億元在東南亞新建海外生產基地
【合同中標】
TCL智家(002668.SZ):奧馬冰箱與關聯方簽訂分佈式光伏發電項目合同
廣東建工(002060.SZ):廣東水電三局簽訂約6.2億元工程施工合同
廣東建工(002060.SZ):廣東水電二局簽訂約20億元工程施工總承包合同
華強科技(688151.SH):簽署1.45億元特種防護領域業務相關的銷售合同
【業績預吿】
重藥控股(000950.SZ):2024年度淨利潤同比預計下降45.07%-58.80%
太陽能(000591.SZ):2024年度淨利潤同比預降20.82%–23.99%
廣汽集團(601238.SH):2024年度淨利潤同比預減72.91%到81.94%
華測導航(300627.SZ):2024年度淨利潤預增25.80%至30.25%
中遠海控(601919.SH):預計2024年歸母淨利潤約490.82億元 同比增加約105.71%
【股權收購】
廣哈通信(300711.SZ):擬以2.448億元收購賽康智能51%股份
TCL科技(000100.SZ):控股子公司以26.15億元公開摘牌受讓LGDCA20%股權
永興股份(601033.SH):擬3.3億元收購參股公司潔晉公司41.00%股權
皖通科技(002331.SZ):擬收購行雲天下41.2467%股權
【回購】
順發恒業(000631.SZ):擬斥資2.5億元-5億元回購股份
新城市(300778.SZ):擬斥資4000萬元-8000萬元回購股份
經緯恒潤(688326.SH):擬斥資1億元-2億元回購股份
天奈科技(688116.SH):擬斥資5000萬元-1億元回購股份
【增減持】
湖北能源(000883.SZ):湖北宏泰集團擬增持1億元-2億元股份
仙壇股份(002746.SZ):仙東控股擬增持1500萬元-2000萬元公司股份
匯金通(603577.SH):劉豔華累計減持5%股份
【其他】
尚太科技(001301.SZ):擬發行不超25億元可轉債 於年產20萬噸鋰離子電池負極材料一體化項目
南京公用(000421.SZ):擬收購宇谷科技68%股份 1月13日起復牌
*ST美訊(600898.SH):收到擬終止公司股票上市的事先吿知書
雲內動力(000903.SZ):因涉嫌信息披露違法違規 被證監會立案
四方光電(688665.SH):收到客户項目定點通知書
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