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公吿精選︱中微公司:預計半年度淨利潤同比增加31.61%到41.28% 蘭生股份:目前未開展“穩定幣”相關業務

【熱點

蘭生股份(600826.SH):目前未開展“穩定幣”相關業務

投資】

金利華電(300069.SZ):擬投建年產300萬片特高壓玻璃絕緣子生產線項目

斯迪克(300806.SZ):斯迪克江蘇擬投建斯迪克高端功能性膜材擴產項目

寧波高發(603788.SH):擬設立全資子公司並投資境外建設生產基地

【中標合同】

國網信通(600131.SH):中標9.66億元國家電網項目

積成電子(002339.SZ):中標合計約8379.45萬元國家電網項目

金智科技(002090.SZ):中標合計約1.33億元相關項目

【經營數據

中工國際(002051.SZ):上半年新籤合同額合計21.39億美元 同比增長33.35%

中國中鐵(601390.SH):第二季度新籤合同額合計5485.9億元

大唐發電(601991.SH):上半年累計完成上網電量約1239.93億千瓦時 同比上升約1.3%

【股權收購

東方雨虹(002271.SZ):全資子公司擬合計收購智利Construmart100%股權

回購

紅塔證券(601236.SH):擬1億元-2億元回購股份

業績預吿

中微公司(688012.SH):預計半年度淨利潤同比增加31.61%到41.28%

拓荊科技(688072.SH):第二季度淨利潤同比預增101%至108%

【增減持

阿爾特(300825.SZ):控股股東及其一致行動人擬合計減持不超3%股份

帝歐家居(002798.SZ):實控人及其一致行動人、部分董事和高管擬增持合計3750萬元公司股份

裕太微(688515.SH):股東李海華擬減持不超3%股份

華盛鋰電(688353.SH):東金實業擬減持不超過356.7萬股股份

【其他

威力傳動(300904.SZ):擬定增募資不超6億元 用於投資風電增速器智慧工廠(一期)等

模塑科技(000700.SZ):獲得外飾件產品項目定點書

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