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格隆匯公吿精選︱海光信息:上半年淨利潤12.01億元 同比增長40.78%;中馬傳動:不涉及機器人業務

【熱點

上緯新材(688585.SH):如未來公司股票價格進一步上升,可能再次申請連續停牌核查

中馬傳動(603767.SH):不涉及機器人業務

投資】

回盛生物(300871.SZ):擬投資建設獸用原料藥綠色設備技改項目

【中標合同】

*ST節能(000820.SZ):子公司聯合立本中標洛陽平洛新能源孟津區獨立儲能項目EPC總承包

北京科鋭(002350.SZ):中標中國華能2025-2027年新能源箱式變壓器框架協議採購標段包2

珠江鋼琴(002678.SZ):白水寨公司中標白水寨風景名勝區白水仙瀑景區經營權招選項目

【經營數據

中通客車(000957.SZ):7月銷售量1013輛 同比下降6.03%

金龍汽車(600686.SH):7月客車銷售量3402輛 同比增長21.85%

江鈴汽車(000550.SZ):1-7月累計銷量19.65萬輛 同比增長5.19%

牧原股份(002714.SZ):7月商品豬銷售收入116.39億元

正虹科技(000702.SZ):7月生豬銷售收入2602.01萬元

【股權收購

鈞崴電子(301458.SZ):子公司擬收購Flat ElectronicsCo., Ltd100%股權

嶸泰股份(605133.SH):擬收購中山澳多51%股權

回購

舜禹股份(301519.SZ):已累計回購3.07%股份

贏合科技(300457.SZ):已累計回購1%股份

業績

思維列控(603508.SH):上半年淨利潤3.04億元,同比增長59.76%

海光信息(688041.SH):上半年淨利潤12.01億元 同比增長40.78%

中科曙光(603019.SH):上半年淨利潤7.31億元 同比增長29.89%

長虹華意(000404.SZ):上半年淨利潤2.57億元 同比增長13.42%

【增減持

瑞迪智驅(301596.SZ):股東成都迪英、卓玉清擬減持合計不超2.52%股份

福斯特(603806.SH):同德實業擬減持不超過3252.36萬股公司股份

道道全(002852.SZ):實際控制人劉建軍之一致行動人興創投資擬增持5000萬元-1億元公司股份

德邦科技(688035.SH):國家集成電路基金擬減持不超過3%股份

光格科技(688450.SH):股東基石創投、方廣二期擬合計減持不超4.04%股份

【其他

豪恩汽電(301488.SZ):擬定增募資不超11.05億元 用於投資豪恩汽電深圳產線擴建項目等

英聯股份(002846.SZ):子公司與某知名圓柱電池公司簽署《戰略合作協議》

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