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格隆匯公吿精選︱三花智控:半年度淨利潤預增25%–50%;浙江東日:目前日常經營不涉及“腦機接口”業務

【熱點追蹤

浙江東日(600113.SH):目前日常經營不涉及“腦機接口”業務

金龍羽(002882.SZ):固態電池及其關鍵材料業務暫未形成長期穩定收入

投資】

耐普礦機(300818.SZ):擬投資建設Alacran銅金銀礦項目

偉測科技(688372.SH):擬在成都市投資不超10億元,主要用於設備購置、場地建設及土地購置等

立新能源(001258.SZ):擬投建奎屯市立新20萬千瓦80萬千瓦時構網型獨立儲能項目

西典新能(603312.SH):擬設立境外子公司及孫公司並建設泰國生產基地

【中標合同】

航天智造(300446.SZ):關聯方中標控股子公司項目

中鋁國際(601068.SH):中標約2.67億美元幾內亞西芒杜項目Simfer礦區採礦運維項目

宏潤建設(002062.SZ):中標1.68億元上海市軌道交通市域線崇明線工程車站裝修及風水電安裝2標工程

雅博股份(002323.SZ):中復凱新能源中標申豐水泥分佈式光伏項目PC總承包

【業績預吿

三花智控(002050.SZ):半年度淨利潤預增25%–50%

廣大特材(688186.SH):預計半年度淨利潤同比增加367.51%左右

【股權收購

科創新源(300731.SZ):瑞泰克擬將瑞偉汽車21%股權轉讓給重慶平偉

亞邦股份(603188.SH):擬掛牌轉讓亞染租賃100%股權

諾力股份(603611.SH):中鼎智能擬2820萬元轉讓無錫森和大100%的股權

回購

湖南白銀(002716.SZ):擬斥資0.6億元-1.05億元回購股份

華蘭股份(301093.SZ):擬回購1億元-2億元公司股份

智動力(300686.SZ):擬回購3000萬元-6000萬元公司股份

盛新鋰能(002240.SZ):擬斥資4億元-5億元回購股份

山鷹國際(600567.SH):擬斥資5億元-10億元回購股份

【增減持

陽煤化工(600691.SH):控股股東擬增持不超過2%的公司A股股份

襄陽軸承(000678.SZ):襄軸集團擬減持不超3%股份

東華測試(300354.SZ):控股股東及一致行動人擬減持合計不超2.06%股份

朗坤科技(301305.SZ):華迪光大、千燈華迪、六脈資江和資江凱源擬合計減持不超過1.75%股份

蘇奧傳感(300507.SZ):實際控制人李宏慶擬減持不超過3%股份

高凌信息(688175.SH):多名股東擬合計減持不超5.66%股份

【其他

華業香料(300886.SZ):擬以簡易程序定增募資不超1.13億元 用於年產3230噸香料生產項目第一階段年產1300噸香料生產裝置

長川科技(300604.SZ):擬定增募資不超31.32億元 用於半導體設備研發項目等

江蘇雷利(300660.SZ):擬發行可轉債募資不超12.86億元 用於汽車微電機與組件生產基地及試驗室建設項目等

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