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格隆匯公吿精選︱卧龍電驅:2024年公司機器人相關產品及應用佔整體營業收入比重約為2.7%;蓮花控股:公司未直接或間接持有DeepSeek公司股權
格隆匯 02-07 22:17

【熱點

精倫電子(600355.SH):不涉及人形機器人業務

浙數文化(600633.SH):與深度求索不存在任何直接或者間接的股權關係,也未開展業務合作

東方材料(603110.SH):2024年度算力業務營業收入佔總主營業務總收入比例不超過10%

蓮花控股(600186.SH):公司未直接或間接持有DeepSeek公司股權

卧龍電驅(600580.SH):2024年公司機器人相關產品及應用佔整體營業收入比重約為2.7%

投資】

立新能源(001258.SZ):擬投建和田縣與皮山縣獨立儲能項目

富臨精工(300432.SZ):擬設立合資公司實施人形機器人項目

【合同中標】

棕櫚股份(002431.SZ):中標上汽資產河南總部基地項目

隆基綠能(601012.SH):隆基樂葉中標3.71億元國內單體最大的集中式BC項目

華康醫療(301235.SZ):預中標登封市總醫院暨公衞應急救治中心建設項目—淨化、氣體工程施工項目

超訊通信(603322.SH):簽署8.5億元採購合同

達實智能(002421.SZ):簽署7739.84萬元智慧醫院項目

【銷售數據】

廣汽集團(601238.SH):1月汽車銷量為98437輛,同比下降25.41%

安徽建工(600502.SH):2024年第四季度新籤合同金額513.15億元,金額同比增長3.56%

正邦科技(002157.SZ):1月生豬銷售收入6.82億元 同比上升73.08%

ST曙光(600303.SH):1月整車銷量合計86輛 同比下降76.24%

股權收購

傳化智聯(002010.SZ):子公司擬轉讓青島物流基地60%股權

博苑股份(301617.SZ):擬收購濰坊榮源100%股權

【回購

力諾藥包(301188.SZ):擬5000萬元-1億元回購股份

畢得醫藥(688073.SH):擬斥資5000萬元至1億元回購股份

【增減持

滄州明珠(002108.SZ):君悦日新17號擬減持不超1%股份

思泉新材(301489.SZ):2名董事、高管擬減持合計不超3.467%股份

久立特材(002318.SZ):擬減持所持永興材料不超3.00%股份

盛洋科技(603703.SH):國交北斗擬合計減持不超3%股份

金鷹股份(600232.SH):金鷹集團累計增持610萬股公司股份

【其他】

博士眼鏡(300622.SZ):擬發行可轉債募資不超3.75億元

錦浪科技(300763.SZ):擬發行可轉債募資不超過16.94億元

*ST大藥(603963.SH):收到擬終止公司股票上市的事先吿知書

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