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格隆匯公吿精選︱珠海冠宇:擬不超20億元投建馬來西亞冠宇電池新能源項目;紫金礦業:上半年淨利潤同比預增約41%-50%
格隆匯 07-08 22:24

【投資項目】

珠海冠宇(688772.SH):擬不超20億元投建馬來西亞冠宇電池新能源項目

天原股份(002386.SZ):海豐和鋭擬投資1.36億元建設氯鹼廠離子膜電解槽優化項目

天原股份(002386.SZ):海豐和泰擬7389.71萬元投建鈦白粉質量提升優化技術改造項目

天原股份(002386.SZ):海豐和鋭擬投資7261萬元建設40MW/80WWh用户側電化學儲能電站

天原股份(002386.SZ):下屬公司擬6109.58萬元投建一期鹽酸爐節能及自動化改造項目

【合同中標】

蒙草生態(300355.SZ):聯合體中標“中國大唐黃河‘幾字彎’庫布其沙漠生態治理示範工程項目EPC總承包”

東方電纜(603606.SH):中標約25.28億元相關項目

北新路橋(002307.SZ):子公司中標海南聯海新材料有限公司年產15萬噸改性瀝青項目

創元科技(000551.SZ):子公司蘇州電瓷預中標合計1.52億元國家電網項目

*ST圍海(002586.SZ):中標1.93億元"湖州市南太湖新區啟動區防洪排澇工程施工Ⅳ標"項目

股權收購】

魯泰A(000726.SZ):擬以2592.52萬元收購魯聯新材股東聯業製衣持有的25%股權

中新集團(601512.SH):控股子公司擬分期轉讓中新和順100%股權

業績數據

蓮花控股(600186.SH):預計上半年淨利潤同比增加101.36%—119.3%

神馬電力(603530.SH):預計半年度淨利潤同比增加158.66%至182.26%

大葉股份(300879.SZ):預計上半年淨利潤同比增長294.2%-412.46%

中國稀土(000831.SZ):預計上半年虧損2.3億元—2.5億元

京基智農(000048.SZ):預計上半年淨利潤同比下降79.76%-84.43%

首創證券(601136.SH):預計半年度淨利潤同比增加65.44%到79.98%

上海洗霸(603200.SH):預計半年度淨利潤同比增加62.22%到93.33%

紫金礦業(601899.SH):上半年淨利潤同比預增約41%-50%

東嶽硅材(300821.SZ):上半年淨利潤預增132.37%至135.50%

雙環傳動(002472.SZ):預計上半年淨利潤同比增長22.08%-27.51%

華誼集團(600623.SH):上半年淨利潤同比預增215.44%到305.57%

萊茵生物(002166.SZ):上半年淨利潤預增50%-80%

仙鶴股份(603733.SH):預計半年度淨利潤同比增加198.94%到215.55%

中國船舶(600150.SH):預計半年度淨利潤同比增加約144.04%至171.16%

長白山(603099.SH):預計半年度淨利潤同比增加63.27%到87.76%

玲瓏輪胎(601966.SH):預計半年度淨利潤同比增加52%到82%

天山股份(000877.SZ):上半年預虧29億元-35億元

海大集團(002311.SZ):上半年淨利潤預增86.33%-100.06%

朗博科技(603655.SH):2024年半年度淨利潤同比預增81.96%到105.70%

【回購

富春染織(605189.SH):擬斥資1500萬元-3000萬元回購股份

通化東寶(600867.SH):擬8000萬元-1.2億元回購股份

南華期貨(603093.SH):擬斥資5000萬元-1億元回購股份

美芯晟(688458.SH):擬回購5000萬元-1億元公司股份

中捷資源(002021.SZ):擬回購2000萬元-4000萬元公司股份

克明食品(002661.SZ):擬7500萬元-1.5億元回購股份

新湖中寶(600208.SH):擬1.5億元-3億元回購股份

三元生物(301206.SZ):擬斥資0.5億元-1.0億元回購股份

興欣新材(001358.SZ):擬斥資2500萬元-5000萬元回購公司股份

諾德股份(600110.SH):擬斥資0.5億元-1億元回購股份

【增減持】

天億馬(301178.SZ):南京樂遂擬減持不超過1%股份

中國稀土(000831.SZ):實際控制人擬增持2.4億元-4.8億元公司股份

嘉麟傑(002486.SZ):部分董事、監事及高級管理人員擬增持1155萬元-1545萬元公司股份

祥和實業(603500.SH):控股股東及其一致行動人累計增持1%股份

康達新材(002669.SZ):控股股東完成增持644.21萬股 擬繼續增持3000萬元-6000萬元公司股份

榮昌生物(688331.SH):實際控制人控制的企業擬增持1000萬元-2000萬元公司股份

三元生物(301206.SZ):控股股東聶在建擬增持500萬元-1000萬元公司股份

華蘭生物(002007.SZ):董事長、實控人、部分董事、高管擬合計增持122萬股-242萬股

中鐵特貨(001213.SZ)穩定股價方案:控股股東擬增持2050.2萬元至4100.4萬元的公司股份

【其他】

天嶽先進(688234.SH):擬定增募資不超3億元

上海雅仕(603329.SH):擬向控股股東定增募資不超3億元

*ST富潤(600070.SH):股票可能存在因股價低於1元而終止上市

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