以下是为您生成的中文快讯： 今日消息众多。盈新发展拟5.2亿元现金收购广东长兴半导体60%股权，交易完成后将成控股子公司。年报季报方面，多家公司预喜，如中稀有色、赣锋锂业等2025年预计扭亏为盈，意华股份、仕佳光子等净利大幅预增；也有部分公司预亏，如凯普生物、华大基因等。异动方面，天奇股份、华兰疫苗等因股价波动发布风险提示。合同投资上，艾森股份拟20亿元投建集成电路材料华东制造基地，罗博特科获3803万元订单。增减持方面，片仔癀控股股东拟增持，东方雨虹等多家公司股东拟减持。此外，万科A获深铁集团借款，ST波导或被终止上市，部分公司在机构调研和沪深两市互动中披露业务进展。
股票名称 ["盈新发展","中稀有色","中金黄金","赣锋锂业","意华股份","沪电股份","申万宏源","深南电路","仕佳光子","臻镭科技","雅化集团","航天科技","国泰海通","南亚新材","南都物业","楚江新材","东方证券","华西证券","华图山鼎","弘信电子","金龙汽车","新国都","赛微电子","顺网科技","常山北明","新美星","成都先导","国网英大","强瑞技术","永鼎股份","国盾量子","厦门钨业","八方股份","经纬恒润","东田微","尖峰集团","旭光电子","南京聚隆","浙江华业","北京人力","通达电气","厦钨新能","怡球资源","康希诺","力源信息","智明达","信安世纪","贵绳股份","何氏眼科","力鼎光电","白云机场","晋亿实业","司南导航","华钰矿业","博迁新材","唯捷创芯","宁波富邦","凯普生物","华大基因","山石网科","云从科技","巨星农牧","智动力","鑫源智造","中路股份","ST联合","倍轻松","华培动力","正和生态","沐曦股份","安达科技","风光股份","同方股份","桂发祥","百奥泰","岳阳林纸","永安林业","金种子酒","中颖电子","福鞍股份","交大昂立","读客文化","鲁抗医药","天奇股份","华兰疫苗","湖南黄金","豫光金铅","艾森股份","罗博特科","片仔癀","东方雨虹","致尚科技","索菱股份","百达精工","欧林生物","恒邦股份","复洁科技","傲农生物","首创证券","聚胶股份","万科A","ST波导","君逸数码","天准科技","冰轮环境","顺灏股份","锦浪科技","中国电影","兴业股份","矩阵股份","中国中铁","华勤技术","渝三峡A","三川智慧","四川九洲","京北方","登云股份"]板块名称 ["半导体","黄金","疫苗","集成电路材料","机器人","具身智能机器人","数据中心液冷","太空数据中心"]并购增发、业绩预增、股票异动看多看空（看多） 内容中多家公司2025年业绩预增，包括盈新发展拟收购股权、众多公司净利润同比大幅增长等，虽有部分公司预亏或业绩预减，但整体预增情况占比较大，所以看多A股。
1月28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
