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格隆匯公告精選︱工業富聯:2024年淨利潤同比增幅10.34% AI服務器營業收入較上年同期成長遠超1.5倍;福萊新材:尚未接到機器人電子皮膚方面的訂單
格隆匯 02-21 21:58

【熱點

奧飛數據(300738.SZ):主營業務覆蓋IDC服務、其他互聯網綜合服務及算力相關業務等

隆揚電子(301389.SZ):HVLP銅箔相關產品尚處於產品研發、初期送樣驗證階段

鳴志電器(603728.SH):2024年上半年公司機器人(包含人形機器人)相關應用佔比營業收入約8%,佔比較低

福萊新材(605488.SH):尚未接到機器人電子皮膚方面的訂單

江蘇雷利(300660.SZ):人形機器人零部件產品仍處於研發和送樣測試階段

投資】

天鍵股份(301383.SZ):擬投資建設泰國生產基地

國機重裝(601399.SH):擬總投資約9.96億美元建設柬埔寨上達岱抽水蓄能電站項目

【合同中標】

建設機械(600984.SH):與陝煤投資簽訂無軌膠輪車合同

鉑力特(688333.SH):簽署2758.5萬元採購振鏡合同

耐普礦機(300818.SZ):簽訂合計2265.76萬美元備件供貨合同

中貝通信(603220.SH):中標4.74億元“中國移動2025年至2026年通信工程施工服務(設備安裝)集中採購項目”

【業績】

海康威視(002415.SZ):2024年度淨利潤119.59億元 同比下降15.23%

珠江啤酒(002461.SZ):2024年淨利潤8.13億元 同比增長30.32%

首創證券(601136.SH):2024年淨利潤9.8億元 同比增長40.14%

興福電子(688545.SH):2024年淨利潤1.59億元 同比增長28.21%

聚辰股份(688123.SH):2024年淨利潤2.9億元 同比增長188.52%

工業富聯(601138.SH):2024年淨利潤同比增幅10.34% AI服務器營業收入較上年同期成長遠超1.5倍

股權收購

瑞康醫藥(002589.SZ):下屬子公司擬收購浙江衡玖76.01%股權

隆揚電子(301389.SZ):擬收購德佑新材100%股權

長城汽車(601633.SH):諾博科技擬收購無錫芯動80%的股權

回購

共同藥業(300966.SZ):擬回購2000萬元-3000萬元公司股份

【增減持

嘉美包裝(002969.SZ):股東富新投資和中凱投資擬合計減持不超1%公司股份

永冠新材(603681.SH):謝秉政擬減持不超3%股份

炬芯科技(688049.SH):股東珠海辰友、廈門炬焱擬合計減持不超1.07%股份

英方軟件(688435.SH):一致行動人好望角啓航、好望角越航、好望角葦航擬合計減持不超3%股份

【其他】

超達裝備(301186.SZ):籌劃公司控制權變更事項 股票停牌

金固股份(002488.SZ):收到歐洲重卡行業龍頭企業的定點通知書

華是科技(301218.SZ):實控人之一、董事、總經理葉建標被實施留置及立案調查

光峯科技(688007.SH):收到某國際頭部車企的開發定點通知

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