格隆匯公吿精選︱諾禾致源:未與華為、騰訊等在大模型領域進行合作;博士眼鏡:控股股東、實控人擬合計減持不超2.69%公司股份

【熱點】
麥迪科技(603990.SH):未與DeepSeek公司開展業務合作
雲賽智聯(600602.SH):2023年與阿里雲和騰訊雲相關合作產生的營收佔公司營收約為1%
數據港(603881.SH)未與任何一家大型互聯網企業簽訂新的定製批發型數據中心訂單
諾禾致源(688315.SH):未與華為、騰訊等在大模型領域進行合作
嘉和美康(688246.SH):新一代智能電子病歷平台(V7)對公司業務開展及業績暫無實質性影響
【項目投資】
赫美集團(002356.SZ):擬投資2500萬元建設“武鄉馬堡綜合能源島項目”
眾辰科技(603275.SH):擬7256.86萬元投資高壓變頻器生產基地及輔助用房建設項目
甘肅能化(000552.SZ):擬投建蘭州新區2×1000MW火電項目
桂冠電力(600236.SH):擬投資約4.76億元建設橫山風電項目
【合同中標】
達實智能(002421.SZ):中標5738.49萬元智慧醫院項目
海格通信(002465.SZ):預中標約7.31億元中國移動採購項目
中電環保(300172.SZ):簽訂約6848萬元中石油獨山子石化水處理項目合同
騰達建設(600512.SH):中標“上海市軌道交通19號線工程臨水接入及上水管臨時搬遷、復位工程6標”項目
【業績快報】
廣鋼氣體(688548.SH):2024年度淨利潤2.4億元,同比下降24.75%
盛弘股份(300693.SZ)業績快報:2024年度歸母淨利潤4.26億元 同比增長5.70%
百龍創園(605016.SH)業績快報:2024年淨利潤2.49億元,同比增長29.20%
【股權收購】
蜀道裝備(300540.SZ):擬購買科益氣體65.43%股權
美晨科技(300237.SZ):擬1167萬元收購湖北東美32.68%股權
【回購】
奧飛娛樂(002292.SZ):擬斥資0.8億元-1.3億元回購股份
雅創電子(301099.SZ):擬斥資1.2億元-2.4億元回購股份
星源材質(300568.SZ):擬斥資0.5億元-1億元回購股份
海鷗住工(002084.SZ):擬斥資2000萬元-4000萬元回購股份
揚傑科技(300373.SZ):擬斥資4000萬元-8000萬元回購股份
【增減持】
新柴股份(301032.SZ):董事長白洪法擬減持不超135.75萬股
新疆交建(002941.SZ):新疆特變電工集團、新疆金融投資擬減持合計不超4.96%股份
博士眼鏡(300622.SZ):控股股東、實控人擬合計減持不超2.69%公司股份
科安達(002972.SZ):控股股東郭豐明擬減持不超3%股份
中自科技(688737.SH):銀鞍嶺英擬合計減持不超過3.00%股份
【其他】
正邦科技(002157.SZ):擬與關聯方簽訂租賃框架協議
雷迪克(300652.SZ):擬設立境外公司 投建摩洛哥汽車軸承生產基地
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