格隆匯公吿精選︱中國石油:控股股東擬增持28億元-56億元公司股份;工業富聯:預計一季度淨利潤同比增長24.4%-26.8%

【熱點追蹤】
廣康生化(300804.SZ):對美國客户的直接銷售額佔總收入的比例較低
盈趣科技(002925.SZ):關税上升對公司目前的影響較小
川金諾(300505.SZ):對北美地區無進出口業務
移遠通信(603236.SH):2024年度公司直接出口銷往美國的產品金額佔同期營業收入比例為0.8%
【項目投資】
穗恒運A(000531.SZ):擬向熱能集團增資設立項目公司建設廣西欽州市欽南區金窩工業園智慧賦能鏈項目
穗恒運A(000531.SZ):擬設立子公司建設廣州國際氫能產業園制氫項目
科華生物(002022.SZ):擬在西安經濟技術開發區投資醫療設備及檢測試劑生產基地和醫療產業孵化創新中心項目
【合同中標】
ST交投(002200.SZ):聯合體擬中標G78汕昆高速/G80廣昆高速石林至昆明段(改擴建)工程項目
城地香江(603887.SH):聯合體中標瓏騰涼山州 AI 數據中心項目(一期)(設計施工總承包標段)
ST中嘉(000889.SZ):長實通信擬中標2025-2026年廣東聯通綜合代維5G(承建/非承建區)採購項目
達實智能(002421.SZ):中標深圳機場至大亞灣城際客票系統項目
【業績披露】
滬電股份(002463.SZ):一季度淨利潤預增39.86%-59.28%
工業富聯(601138.SH):預計一季度淨利潤同比增長24.4%-26.8%
【股權收購】
兗礦能源(600188.SH):擬以140.66億元收購西北礦業51%股權
晶科科技(601778.SH):擬收購 Sweihan Solar Holding Company Limited50%股權
【回購】
大華股份(002236.SZ):擬回購3億元-5億元公司股份
奧比中光(688322.SH):擬回購2000萬元-4000萬元公司股份
國投資本(600061.SH):擬回購2-4億元公司股份
【增減持】
中國鋁業(601600.SH):控股股東及其一致行動人擬增持10億元-20億元公司股份
川投能源(600674.SH):控股股東擬增持5億元-10億元公司股份
仙鶴股份(603733.SH):控股股東仙鶴控股擬增持3億元-5億元公司A股股份
三峽能源(600905.SH):控股股東三峽集團擬增持15億元-30億元股份
立訊精密(002475.SZ):實控人之一王來勝擬增持2億元-3億元公司股份
中國海油(600938.SH):中國海油集團擬擬增持20億元-40億元公司A股及港股股份
中國石油(601857.SH):控股股東擬增持28億元-56億元公司股份
【其他】
英搏爾(300681.SZ):與高域簽署關於“低空經濟立體出行”的戰略合作協議
同仁堂(600085.SH):控股孫公司與中免國簽訂戰略合作協議
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