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格隆匯公吿精選︱五洲特紙:下屬全資子公司擬投資29.40億元建設年產60萬噸化學漿項目;三六零:公司暫未向DeepSeek提供任何服務
格隆匯 02-05 21:59

【熱點

安凱微(688620.SH):AK39系列芯片的AI智能錄音筆對公司業績貢獻存在不確定性

三六零(601360.SH):公司暫未向DeepSeek提供任何服務

浙江東方(600120.SH)及旗下基金板塊管理的相關私募基金未直接或間接投資深度求索

華金資本(000532.SZ):未參與DeepSeek的融資

投資】

五洲特紙(605007.SH):下屬全資子公司擬投資29.40億元建設年產60萬噸化學漿項目

【合同中標】

金開新能(600821.SH):全資子公司簽署6912萬元人工智能算力技術服務合同

棕櫚股份(002431.SZ):中標2024年蘭考縣12.16萬畝高標準農田建設項目第一標段

東方電熱(300217.SZ):東方九天簽訂預鍍鎳材料購銷合同

光啟技術(002625.SZ):光啟尖端簽訂超材料產品批產合同

福龍馬(603686.SH):1月預中標8個環衞服務項目

三星醫療(601567.SH):中標3.09億元“國電電力2025年至2026年新能源項目箱式變壓器設備框架採購公開招標”項目

【業績快報】

驕成超聲(688392.SH)業績快報:2024年度淨利潤8475.91萬元 同比增長27.37%

蘇農銀行(603323.SH)業績快報:2024年度歸母淨利潤19.26億元,同比增長10.50%

齊魯銀行(601665.SH)業績快報:2024年度淨利潤49.86億元,同比增長17.77%

股權收購

永吉股份(603058.SH):二級全資子公司Y Cannabis擬約6229.51萬澳元受讓獲得Phytoca Holdings公司100%的股權

聚合順(605166.SH):擬1.12億元收購聚合順魯化14%的股權

【回購

吉祥航空(603885.SH):擬斥資2.5億元至5億元回購股份

【增減持

五礦新能(688779.SH):股東深圳安晏累計減持1.39%公司股份

中微半導(688380.SH):董事羅勇、監事蔣智勇擬合計減持不超1.98%股份

東方中科(002819.SZ):大連金投擬減持不超過2.9999%股份

摩恩電氣(002451.SZ):股東問澤鑫及融屏信息擬減持合計不超3.78%股份

銀河電子(002519.SZ):控股股東擬增持2000萬元-4000萬元公司股份

【其他】

亞太股份(002284.SZ):收到新能源汽車定點通知 生命週期銷售總額約10億元

菱電電控(688667.SH):擬收購奧易克斯98.4260%股份 2月6日起復牌

豐茂股份(301459.SZ):收到客户項目定點通知 預計生命週期內銷售總額約1.7億元

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