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格隆匯公吿精選︱華潤三九:2024年淨利潤同比增長18.05% 擬10股轉3股派3.2元;濰柴重機:公司發電機組產品可在數據中心用作備用電源
格隆匯 03-12 21:53

【熱點

恒工精密(301261.SZ):在機器人減速機及人形機器人相關領域相關業務收入佔比較低

廣西廣電(600936.SH):廣電科技旗下“廣電雲”接入 DeepSeek、QWen(千問)等多個大模型,目前該部署主要應用於智能客服等場景

園林股份(605303.SH):雲針科技目前尚處於技術成果轉化初期階段,業務規模較小,且尚處於虧損狀態

濰柴重機(000880.SZ):公司發電機組產品可在數據中心用作備用電源

信隆健康(002105.SZ):不存在處於籌劃階段的包括通用機器人、外骨骼機器人等的併購、重組等重大事項

國脈科技(002093.SZ):居家養老場景AI智能體(AI Agent)相關產品正處於場景適配度優化和用户體驗提升階段,相關技術成果尚未形成商業化收入

投資】

金盃電工(002533.SZ):擬約7億元在捷克投建電磁線生產基地

中鼎股份(000887.SZ):擬在合肥市包河區投建智能機器人項目總部及核心零部件研發製造中心

【合同中標】

大禹節水(300021.SZ):聯合體預中標湖南省常德市臨澧縣青山灌區現代化改造及融合發展項目

宏景科技(301396.SZ):簽署7.2億元智算項目服務合同

中紅醫療(300981.SZ):科倫醫械部分產品擬中選集中帶量採購項目

通源環境(688679.SH):聯合體中標兩個項目

【業績披露】

恒工精密(301261.SZ):2024年度淨利潤7254.86萬元,同比下降42.72%

中科三環(000970.SZ):2024年度淨利潤降95.64%至1200.78萬元 擬10派0.2元

隆揚電子(301389.SZ):2024年淨利潤8223.17萬元,同比下降15.02% 擬10派2.50元

華潤三九(000999.SZ):2024年淨利潤同比增長18.05% 擬10股轉3股派3.2元

深南電路(002916.SZ):2024年淨利潤同比增長34.29% 擬10股轉3股派15元

股權收購

廈門信達(000701.SZ):擬收購國貿數科100%股權

華海誠科(688535.SH):擬11.2億元購買衡所華威 70%股權

江豐電子(300666.SZ):擬轉讓上海潤平8.89%股權

江西銅業(600362.SH):子公司擬收購SolGold Plc約5.24%股權

回購

中核鈦白(002145.SZ):擬斥資3億元-5億元回購公司股份

鄭煤機(601717.SH):擬5億元-6億元回購股份

【增減持

旺能環境(002034.SZ):控股股東美欣達集團擬增持1億元-2億元股份

信安世紀(688201.SH):股東恒世順安擬減持不超2%股份

神宇股份(300563.SZ):實際控制人擬減持不超過0.99%股份

開勒股份(301070.SZ):共青城睿博擬減持不超過2%股份

【其他】

永吉股份(603058.SH):擬定增募資不超過4.9億元

易成新能(300080.SZ):與中州時代簽訂儲能項目框架合作協議

盤古智能(301456.SZ):與萬通液壓簽署戰略合作協議

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