格隆匯公吿精選︱富臨精工:擬投資建設機器人智能電關節模組研發及生產基地項目;金運激光:IP衍生品運營業務收入佔公司總營業收入比例較小

【熱點】
青雲科技(688316.SH):未與DeepSeek簽署服務合作協議,與其沒有業務合作
美格智能(002881.SZ):與DeepSeek開發公司杭州深度求索無直接或者間接的業務往來
新炬網絡(605398.SH):不持有數據中心,也不涉及數據中心的商業化運營
金運激光(300220.SZ):IP衍生品運營業務收入佔公司總營業收入比例較小
【項目投資】
中糧科技(000930.SZ):擬實施年產3萬噸年丙交酯搬遷項目
富臨精工(300432.SZ):擬投資建設機器人智能電關節模組研發及生產基地項目
歐萊新材(688530.SH):歐萊高純擬投資1.08億元建設“歐萊明月湖半導體高純材料項目”
【合同中標】
精工鋼構(600496.SH):下屬子公司簽署保障性租賃住房項目工程總承包(EPC)合同
滬硅產業(688126.SH):擬與供應商鑫華半導體簽訂電子級多晶硅採購框架合同
東珠生態(603359.SH):聯合體中標老撾佔巴塞土地整理項目
天永智能(603895.SH):中標2024年金壇H4J15裝配線產能54萬台每年整線改造項目(一期、二期)
華光環能(600475.SH):簽署6.22億元建設項目工程總承包合同
【業績快報】
恒鋒工具(300488.SZ):2024年淨利潤同比增長0.28%
杭華股份(688571.SH):2024年度淨利潤1.39億元,同比增長13.17%
燕麥科技(688312.SH):2024年淨利潤9835.98萬元 同比增長43.46%
【股權收購】
珠城科技(301280.SZ):擬以4000萬元收購德維嘉20%股權
廣聚能源(000096.SZ):擬收購航天歐華100%股權
九安醫療(002432.SZ):擬購買控股子公司少數股東股權
【回購】
華昌達(300278.SZ):擬2200萬元-3500萬元回購股份
【增減持】
遼寧成大(600739.SH):擬處置所持有的不超過3%廣發證券的A股股份
中國西電(601179.SH):通用電氣新加坡公司擬減持不超3%股份
天力鋰能(301152.SZ):富德基金擬減持不超4.55%股份
凱中精密(002823.SZ):控股股東吳瑛擬減持不超過2%股份
金冠電氣(688517.SH):中睿博遠擬減持不超過3%股份
高凌信息(688175.SH):股東華金領越、金起航貳號擬合計減持不超1.29%股份
【其他】
銀輪股份(002126.SZ):獲得國際客户新能源汽車散熱器項目定點
天準科技(688003.SH):擬發行可轉債募資不超9億元
開勒股份(301070.SZ):與河南省汽車產業投資集團簽署合作協議
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