以下是今日重要快讯： 1. 并购增发：光库科技拟购苏州安捷讯光100%股权，25年8月12日复牌；致尚科技拟11.48亿购恒扬数据99.86%股权等多起并购事件。 2. 年报季报：翔港科技上半年净利润同比增432.14%，长缆科技同比降30.99%等。 3. 异动等公告：东芯股份称上海砺算未纳入合并报表；金鹰重工等称未开展相关业务。 4. 合同投资：智光子公司签2.04亿储能设备合同，ST宝实拟投10.11亿建储能电站。 5. 增减持：禾盛新材董事拟增持，移为通信等股东拟减持。 6. 其他：成都华微发布超低功耗RISC - VM CU；北大医药面临主营中止风险。 7. 机构调研：丰立智能介绍机器人产品；西部超导谈业务进展。 8. 沪深互动：华阳集团未向全新小鹏P7配套，华润材料3D打印产品已量产。
- 股票名称 ["光库科技","致尚科技","ST生物","综艺股份","九鼎投资","煌上煌","东方国信","新晨科技","翔港科技","永和股份","劲拓股份","长缆科技","德赛西威","卫星化学","卧龙电驱","奥比中光","应流股份","福达股份","帝尔激光","日久光电","英力股份","新强联","万华化学","测绘股份","新天地","东芯股份","金鹰重工","天顺股份","洪田股份","吉视传媒","上海港湾","万通发展","智光电气","ST宝实","三星医疗","禾盛新材","长安汽车","移为通信","飞鹿股份","奥康国际","天融信","奇德新材","南亚新材","海默科技","江波龙","万和电气","立新能源","苏大维格","天合光能","希荻微","精进电动","日出东方","诺邦股份","成都华微","复星医药","北大医药","皇庭国际","东方雨虹","上海建科","丰立智能","西部超导","安孚科技","华阳集团","华润材料","ST逸飞","鼎龙股份","金凯生科","沃顿科技","中粮科工","康弘药业","先进数通","雅创电子","巨轮智能","罗博特科","山石网科","东信和平"]
- 板块名称 ["光通信","智能计算和数据处理","生物医药","功率半导体","机器人","冻干食品","智能算力","储能","电表","物联网","医药","汽车零部件","超导材料","消费电池"]
- 股权收购、业绩增长、战略合作
- 看多看空 内容中多家公司通过并购重组拓展业务、完善产业链布局，多家公司上半年净利润同比增长，还有公司签订重大合同，这些积极因素显示出A股市场具有一定的活力和发展潜力，所以看多。
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