以下是今日上市公司重要动态:1. 并购增发:中芯国际拟406.01亿元购买中芯北方49%股权;宁波方正拟6380万元收购安徽方正20%股权;世嘉科技拟2.75亿元取得光彩芯辰20%股权等多家公司有股权交易计划。2. 异动与风险提示:神剑股份称商业航天业务收入占比小;上纬新材具身智能机器人业务未量产;天普股份无AI业务计划。3. 合同投资:罗曼股份子公司签1.56亿元算力服务合同;瑞玛精密子公司获汽车空气悬架项目定点。4. 合作入股:宏微科技与传动头部公司围绕氮化镓器件共研;宁波华翔子公司拟在具身智能领域合作。5. 增减持及回购:梅花生物、星辉环材拟回购股份;昭衍新药等多家公司股东拟减持。6. 其他:ST熊猫被立案;赣锋锂业内幕交易案移送审查;胜通能源停牌核查。
股票名称 ["中芯国际","宁波方正","世嘉科技","厦门钨业","桂冠电力","天奇股份","宝地矿业","五矿发展","紫光国微","神剑股份","上纬新材","天普股份","鲁信创投","超捷股份","罗曼股份","架","瑞玛精密","宏微科技","宁波华翔","华昌达","梅花生物","星辉环材","昭衍新药","欧陆通","致远新能","獐子岛","百通能源","ST熊猫","赣锋锂业","天箭科技","华立股份","胜通能源","统联精密","精智达","通合科技","先锋精科","横店东磁","中密控股","中天火箭","电科芯片","科森科技","宝鼎科技","拓维信息","金圆股份","国芯科技","中航重机","捷邦科技","通富微电","鹏鼎控股","航天智装","安凯微","再升科技","孚日股份"]板块名称 ["集成电路","新能源","通信","矿业","电力","汽车","商业航天","算力服务","半导体"] 并购增发、股权收购、合同签订看多看空 众多公司积极开展并购增发、股权收购、签订合同等活动,如中芯国际拟购买中芯北方股权,罗曼股份子公司签订算力服务项目合同等,这些举措有利于提高上市公司资产质量、增强业务协同性、促进公司发展,同时部分公司在业务拓展和技术研发上取得进展,整体市场呈现积极态势,因此看多A股。
12月30日丨沪深公告和讯自选股写手风险提示:以上内容仅作为作者或者嘉宾的观点,不代表和讯的任何立场,不构成与和讯相关的任何投资建议。在作出任何投资决定前,投资者应根据自身情况考虑投资产品相关的风险因素,并于需要时咨询专业投资顾问意见。和讯竭力但不能证实上述内容的真实性、准确性和原创性,对此和讯不做任何保证和承诺。本文由 AI 算法生成,仅作参考,不涉投资建议,使用风险自担
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