1. 并购增发：亚星化学筹划购买天一化学控制权等事项，11 月 4 日起停牌，预计构成重大资产重组。 2. 股权转让：航新科技控股股东变更为衢州创科，4 日起复牌；天阳科技拟 1.55 亿元受让宝兰德 7.5%股份。 3. 合同投资：韩建河山、强瑞技术、凯伦股份分别签署采购合同或进行投资，涉及金额不等。 4. 合作入股：回天新材与太蓝新能源签战略合作协议，围绕固态电池合作。 5. 增减持及回购：多家公司股东拟减持或增持股份。 6. 其他：合康新能、宜安科技等收到政府补助；部分公司有产品发布、取得许可证等情况。 7. 机构调研：飞龙股份、阿特斯等公司在调研中披露业务进展。 8. 沪深互动：多家公司回应业务相关问题。
股票名称 ["亚星化学","三六零","合富中国","ST新华锦","欢瑞世纪","平潭发展","三生国健","航新科技","天阳科技","宝兰德","韩建河山","强瑞技术","铝宝科技","凯伦股份","回天新材","太蓝新能源","星云股份","申菱环境","喜悦智行","天智航","博盈特焊","蒙泰高新","方直科技","麒麟信安","航天智造","生益科技","格科微","瑞丰新材","三达膜","格力博","雷尔伟","交大思诺","华盛锂电","合康新能","鼎阳科技","宜安科技","四川黄金","城发环境","思维列控","达实智能","ST张家界","飞龙股份","阿特斯","颀中科技","东芯股份","航宇科技","胜宏科技","路维光电","中兵红箭","设计总院","怡合达","国网信通","高凌信息","帝奥微","芒果超媒","江苏华辰","翠微股份","今飞凯达","北方稀土","奥来德","孚能科技","世纪恒通","中密控股","海马汽车","中化岩土","崇达技术","磁谷科技","云天化"]板块名称 ["并购增发","异动、风险提示及澄清公告","股权转让","合同投资","合作入股","增减持及回购","其他","机构及投资者调研"]股份转让、战略合作、股东减持看多看空 内容中既有公司并购、战略合作、业务拓展等积极信息，也有股东减持、高管被调查、公司重整等消极信息，多空因素交织，因此对A股的看法为中性。11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
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