以下是今日：1. 并购增发：阳光诺和拟12亿购朗研生命100%股权；中曼石油5.63亿收购昕华夏迪拜49%股权；甘肃能化1.02亿收购储运公司；泛亚微透、翰宇药业拟定增，分别募资不超6.99亿和9.68亿。2. 年报季报：吉宏股份前三季度净利预增55% - 65%。3. 异动等公告：云南旅游子公司签机器人合作协议，但尚处前期，无生产能力。4. 股权转让：纳尔股份受让股权；天汽模实控人拟变更为乌鲁木齐市头屯河区国资委。5. 合同投资：中油工程签25.24亿美元伊拉克项目合同；多家公司有投资、增资计划。6. 增减持及回购：旗滨集团拟回购，多家公司股东拟减持。7. 其他：上纬新材核查停牌；多家公司有业务新进展或合作。

股票名称 ["阳光诺和","中曼石油","甘肃能化","平煤股份","泛亚微透","翰宇药业","易成新能","大有能源","吉宏股份","云南旅游","纳尔股份","天汽模","中油工程","浙江仙通","赣锋锂业","龙星科技","旗滨集团","密尔克卫","盛视科技","郑中设计","佳力奇","百亚股份","海正生材","德福科技","金银河","唯万密封","上纬新材","方直科技","绿田机械","万向钱潮","晶丰明源","明泰铝业","赢合科技","越秀资本","东尼电子","林洋能源","铭普光磁","万和电气","美格智能","溯联股份","超频三","璞泰来","泰和新材","豫光金铅","中兴通讯","国芯科技","先导智能","德龙激光","孚能科技","深信服","四方达","豪森智能","虹软科技","厦门国贸","电科数字","立昂微","迈为股份","明新旭腾"]板块名称 ["医药","石油","煤炭","化工","旅游","科技","建筑工程","汽车零部件","有色金属","电气设备"] 并购增发、业绩预增、减持回购看多看空 多家公司进行并购增发、项目投资等资本运作，有望拓展业务、提升和业绩，如阳光诺和、中曼石油等；部分公司业绩预增，如吉宏股份前三季度净利同比大幅预增；虽有减持情况，但整体积极因素较为突出，所以看多A股。9月26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