多空交织的A股公司动态汇总

以下是今日重要快讯： 1. 并购增发：海顺新材子公司拟780万元收购思瑞文公司100%股权；长龄液压实控人筹划控制权变更，7月4日起停牌；扬杰科技终止发行股份收购贝特电子，拟现金收购。 2. 年报季报：兄弟科技等多家公司上半年业绩预喜，聚光科技等预亏。 3. 异动、风险提示及澄清公告：科兴制药等多家公司发布股价异动或风险提示，创新药研发、股价炒作等存不确定性。 4. 合同投资：盛德鑫泰等公司中标或签署多项重大合同，道氏技术拟投建冶炼厂项目。 5. 新设公司：东湖高新参与设立5亿元产业投资基金。 6. 增减持及回购：华菱钢铁获举牌，多家公司实控人等拟减持。 7. 其他：航天晨光恢复军队采购资格。 8. 机构及投资者调研：英杰电气等公司在调研中介绍业务亮点与发展规划。

股票名称 ["海顺新材","长龄液压","扬杰科技","兄弟科技","渝开发","华银电力","诺泰生物","聚光科技","雪天盐业","科兴制药","柳钢股份","亚玛顿","未名医药","诚邦股份","盛德鑫泰","中油工程","博实股份","中国电建","道氏技术","航天晨光","英杰电气","中粮科技","云图控股","深南电路","京北方","大洋电机","天创时尚","天阳科技","上海物贸","中颖电子","中科软","华亚智能","大东南","宋城演艺","科力远","钧崴电子","海能实业","中材科技","新大陆","港通医疗","分众传媒","当虹科技","金海通","回天新材","日联科技","国力股份","电科数字","新国都","四川九洲"]板块名称 ["半导体","消费电子","电力","医药生物","化工","钢铁","光伏玻璃","火电","石油工程","工业服务","铝土矿","铜冶炼","军队物资工程服务","工业电源","食品加工","化肥","电子","虚拟资产及数字货币","电机","时尚","金融科技","新能源","电池","软件","","传媒","检测设备","核聚变","计算和控制模块","跨境支付","军工国防"]并购增发、年报季报、合同投资看多看空 内容中既有公司业绩预增、中标项目、签署合同等利好消息，也有公司业绩预亏、股票异动风险提示、减持等利空消息，多空因素交织，所以对A股的看法为中性。7月4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