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格隆匯公吿精選︱寶豐能源:擬斥資10億元-20億元回購股份;成飛集成:截至2024年末,航空零部件業務收入佔比為1.74%

【熱點追蹤

中毅達(600610.SH):公司股價嚴重脱離公司基本面,存在市場情緒過熱情形及較高的炒作風險

成飛集成(002190.SZ):截至2024年末,航空零部件業務收入佔比為1.74%

投資】

海螺新材(000619.SZ):擬設立海南海螺一期建設年產5萬平方米鋁合金門窗項目

廈門鎢業(600549.SH):擬向控股子公司廈鎢新能協議轉讓海滄分公司二次資源製造部相關業務資產組

【中標合同】

中油工程(600339.SH):子公司中標16.01億美元項目

大金重工(002487.SZ):簽署約10億元歐洲某海上風電場單樁基礎製造、供應和運輸合同

聖暉集成(603163.SH):簽約11億元《某潔淨機電工程》實施合同

*ST圍海(002586.SZ):中標蘭亭中國書畫村鎮項目二期工程(蘭亭湖水土保持及水環境綜合治理工程)

【業績數據

華僑城A(000069.SZ):4月合同銷售金額17.8億元 同比增加10%

易德龍(603380.SH):一季度淨利潤4176.98萬元,同比增長34.19%

【股權轉讓】

盛和資源(600392.SH):子公司擬收購Peak Rare Earths Limited股權

廈鎢新能(688778.SH):擬出資1.2億元收購贛州豪鵬47%股權

回購

寶豐能源(600989.SH):擬斥資10億元-20億元回購股份

力盛體育(002858.SZ):擬回購2000萬元-4000萬元公司股份

明陽電路(300739.SZ):擬回購1500萬元-2500萬元公司股份

盛景微(603375.SH):擬斥資3000萬元-5000萬元回購股份

【增減持

華策影視(300133.SZ):公司實控人傅梅城擬合計減持不超過2076.12萬股

海正生材(688203.SH):中石化資本擬減持不超過202.68萬股股份

華凱易佰(300592.SZ):股東周新華及其一致行動人擬減持合計不超3%股份

展鵬科技(603488.SH):奚方、丁煜擬合計減持不超6%股份

【其他

海南機場(600515.SH):擬與哈工大(深圳)合作共建“哈工大(深圳)-海南機場機器人數智科技應用聯合實驗室”

*ST大立(002214.SZ):與雲洲智能簽署戰略合作協議

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