风险提示：股市有风险，投资需谨慎。 8月11日早盘交易时段，蓝科高新出现快速拉升，在9点41分时股价报9.38元，五分钟内涨幅超过2%， 当时成交金额达4048.99万元。 资金流向方面，8月11日主力资金净流入2676.53万元，近五个交易日累计净流入2729.70万元。 截至2025年8月11日收盘，蓝科高新报9.60元，较前一交易日上涨0.38元，涨幅4.12%。当日开盘价为 9.20元，最高触及9.89元，最低下探至9.08元，全天成交290728手，成交金额达2.76亿元。 蓝科高新主要从事石油石化专用设备的研发、设计、生产、安装及技术服务，产品包括石油钻采设备、 炼油化工设备等。公司业务涵盖专用设备制造领域，并涉及熔盐储能等新兴技术方向。 来源:金融界 ...

证券之星消息，截至2025年8月11日收盘，蓝科高新(601798)报收于9.6元，上涨4.12%，换手率8.2%， 成交量29.07万手，成交额2.76亿元。 该股主要指标及行业内排名如下： | 指标 | 監科高新 | 专用设备行业均值 | 行业排名 | | --- | --- | --- | --- | | 总市值 | 34.03亿元 | 73.47亿元 | 188 263 | | 净资产 | 12.56亿元 | 22.87亿元 | 148 263 | | 净利润 | 648.43万元 | 3651.32万元 | 155 263 | | 市盈率(动) | 131.22 | 91.46 | 143 263 | | 市净率 | 2.74 | 5.23 | 81 263 | | 毛利率 | 26.57% | 27.41% | 133 263 | | 净利率 | 5.1% | 0.99% | 151 263 | | ROE | 0.52% | 0.54% | 164 263 | 蓝科高新2025年一季报显示，公司主营收入1.29亿元，同比上升35.83%；归母净利润648.43万元，同比 上升194.53%；扣非 ...

Industry Overview - The liquid ammonia storage tank is a specialized equipment for storing and transporting liquid ammonia, with a history dating back to the late 19th century. Its development has been driven by advancements in chemical industry and increasing demand in agriculture, medicine, and food sectors [1][4][14] - The market size of China's liquid ammonia storage tank industry is projected to reach approximately 7.788 billion yuan in 2024, representing a year-on-year growth of 10.12% [1][14] - The first phase of the world's largest green hydrogen ammonia project, with an initial capacity of 320,000 tons, was officially put into operation on July 8, 2025. This project includes a milestone liquid ammonia storage tank project that is the first large-scale low-temperature tank for storing green ammonia globally [1][14] Industry Development Background - The demand for liquid ammonia has been increasing, with production expected to grow from 45.51 million tons in 2018 to 62.10 million tons in 2024, reflecting a compound annual growth rate of 5.32% [7] - The growth in liquid ammonia production has spurred the demand for specialized storage equipment, leading to rapid technological advancements in liquid ammonia storage tanks [7] Industry Chain - The upstream of the liquid ammonia storage tank industry includes raw materials and equipment, such as special steel, low-temperature alloys, insulation materials, sealing materials, and welding materials. The core equipment includes compressors, refrigeration units, and safety valves [10] - The midstream involves the production and manufacturing of liquid ammonia storage tanks, while the downstream applications span across chemical, construction, aerospace, biomedical, and environmental sectors [10] Industry Trends - The trend towards larger liquid ammonia storage tanks is driven by increasing production capacity and import/export demands. The industry is moving towards 50,000-ton capacity tanks to reduce land use and operational costs [22] - The integration of smart technologies, such as IoT sensors and AI monitoring systems, is enhancing safety and efficiency in the liquid ammonia storage tank sector [23] - The green transformation of liquid ammonia storage tanks is essential, focusing on low-energy, corrosion-resistant materials and the adoption of BOG recovery systems to minimize carbon emissions [24] Key Companies - Major companies in the liquid ammonia storage tank market include CIMC Enric, Blue Science and Technology, and various domestic manufacturers that dominate the mid to low-end market, while international brands focus on high-end large storage tanks [15][18][20]

Group 1: M&A Activity Overview - From July 14 to July 20, there were 77 M&A events involving listed companies, with 27 classified as significant M&A transactions[9] - Out of the total M&A events, 12 were completed, including 1 significant M&A transaction involving Baota Industrial[9] - There were 3 failed M&A attempts by listed companies, specifically by Lixing Co., Hongming Co., and Zhongji Health[15] Group 2: Policy Updates - On July 18, Tianjin's financial authorities released measures to support M&A, focusing on 12 key industrial chains and establishing a resource pool for quality M&A targets[7] - The Shanghai G60 Science and Technology Innovation Group held a summit on July 16 to discuss M&A and overseas expansion in the context of innovation and industry leadership[7] Group 3: Market Performance - During the week of July 14 to July 20, the restructuring index outperformed the Wind All A index by 0.27%[19] - Over a mid-term view, the restructuring index's rolling 20-day return shifted from negative to positive compared to the Wind All A index[19] Group 4: Control Changes - Two listed companies reported changes in actual control during this period, with Shenjian Co. and Hualan Group undergoing ownership transitions[17]

Summary of Key Points Core Viewpoint - The company, Gansu Lanke Petrochemical High-tech Equipment Co., Ltd., has announced a guarantee of $6.9 million (approximately 48.99 million RMB) for its wholly-owned subsidiary's project in Morocco, ensuring the project's smooth progress [1][5]. Group 1: Guarantee Details - The guarantee is provided to Shanghai Lanbin Petrochemical Equipment Co., Ltd.'s Morocco branch for a contract with CA INFRAESTRUCTURAS ENERGIA2023 SL [1]. - The total amount of the guarantee is $6.9 million, which is equivalent to no more than 48.99 million RMB [1]. - There are no counter-guarantees associated with this guarantee [1]. Group 2: Internal Decision-Making Process - The board of directors approved the guarantee to support the normal production and operational needs of the subsidiary [2]. - The company has the authority to provide various types of guarantees, including bank credit and performance guarantees, up to a limit of 600 million RMB [2]. Group 3: Subsidiary Information - Shanghai Lanbin Petrochemical Equipment Co., Ltd. was established on May 29, 2002, with a registered capital of 298 million RMB [2]. - The subsidiary's business scope includes manufacturing specialized equipment for petroleum drilling, refining, and chemical production, among others [2]. Group 4: Financial Overview - As of March 31, 2025, the total assets of the subsidiary were approximately 1.39 billion RMB, with total liabilities of about 505.48 million RMB [4]. - The subsidiary reported a net profit of approximately 11.28 million RMB for the first quarter of 2025 [4]. Group 5: Necessity and Reasonableness of the Guarantee - The company can effectively control the operational risks of the subsidiary and has assessed its credit status positively [5]. - The guarantee aligns with the company's overall interests and development strategy, ensuring no harm to the interests of the company and minority shareholders [5]. Group 6: Board Approval - The guarantee was approved in the eighth meeting of the sixth board of directors and does not require further approval as it falls within the limits set by the 2024 annual general meeting [5].

本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述或者 重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 重要内容提示： ●被担保人名称及是否为上市公司关联人：上海蓝滨石化设备有限责任公司摩洛 哥分公司，系甘肃蓝科石化高新装备股份有限公司（以下简称"公司"）全资子公司 的分支机构。 ●本次担保金额及已实际为其提供的担保余额情况如下：本次担保金额为690万美 元，折合人民币不超过4,899万元。截至目前，累计为子公司提供的实际担保余额为 4,899万元人民币（包含本次实际担保额）。 ●本次担保是否有反担保：无 证券代码：601798 证券简称：蓝科高新 编号：2025-028 甘肃蓝科石化高新装备股份有限公司 关于为全资子公司提供担保的实施公告 ●对外担保逾期的累计数量：无 一、担保情况概述 （一）本次担保的基本情况 上海蓝滨石化设备有限责任公司摩洛哥分公司拟与 CA INFRAESTRUCTURAS ENERGIA2023 SL 摩洛哥分公司签订摩洛哥努奥三期光热电站熔盐罐安装项目合同。为 确保项目顺利推进，公司将向 CA INFRAESTRUCTURAS ENERGIA2023 S ...

股票代码：601798 股票简称：蓝科高新 编号：2025-027 甘肃蓝科石化高新装备股份有限公司 关于筹划重大资产购买暨关联交易进展情况的公告 一、本次交易概述 为夯实甘肃蓝科石化高新装备股份有限公司（以下简称"公司"）产品、工 程和服务业务三大支柱，增强公司在检验检测服务和特色工程承包领域的能力， 提高上市公司质量，2025 年 4 月 16 日，公司与中国浦发机械工业股份有限公司 （以下简称"中国浦发"）签署《意向协议》，公司拟以现金方式收购中国浦发 持有的机械工业上海蓝亚石化设备检测所有限公司（以下简称"蓝亚检测"）100% 股权及中国空分工程有限公司（以下简称"中国空分"）51%股权（以下简称"本 次重大资产重组"或"本次交易"），资金来源主要为自有或自筹资金。本次交 易不涉及上市公司发行股份，也不会导致公司控制权变更。本次交易完成后，公 司将持有蓝亚检测 100%股权、中国空分 51%股权。 本公司董事会及全体董事保证本公告内容不存在任何虚假记载、误导性陈述 或者重大遗漏，并对其内容的真实性、准确性和完整性承担法律责任。 自本次重大资产重组提示性公告以来，公司及相关各方积极推进本次重组的 各项工 ...

Group 1 - The company expects to achieve a net profit of approximately 20.95 million yuan for the first half of 2025, marking a turnaround from a loss in the same period last year [1][2] - The estimated net profit after deducting non-recurring gains and losses is around 15.25 million yuan for the same period [1][2] - In the previous year, the company reported a net loss of 9.69 million yuan, indicating a significant improvement in financial performance [1][2] Group 2 - The main reasons for the expected profit include an optimized product structure leading to improved overall gross margin and the recovery of receivables, which positively impacted the financial results [2] - The company also benefited from significant growth in profits from its associated companies, resulting in increased investment income compared to the previous year [2]

[Key Information Highlights](index=1&type=section&id=%E9%87%8D%E8%A6%81%E5%86%85%E5%AE%B9%E6%8F%90%E7%A4%BA) The company announced its semi-annual performance forecast, expecting to turn losses into profits in the first half of 2025, with estimated net profit attributable to shareholders of approximately 20.9518 million yuan and non-recurring net profit of approximately 15.2461 million yuan - The company anticipates a significant shift from loss to profit in the first half of 2025[2](index=2&type=chunk) Core Data of 2025 Semi-Annual Performance Forecast | Indicator | Estimated Amount (RMB) | | :--- | :--- | | Net Profit Attributable to Parent Company Shareholders | Approx. 20.9518 Million Yuan | | Net Profit Attributable to Parent Company Shareholders After Non-Recurring Items | Approx. 15.2461 Million Yuan | [Current Period Performance Forecast Overview](index=1&type=section&id=%E4%B8%80%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E5%91%8A%E6%83%85%E5%86%B5) This performance forecast covers January 1 to June 30, 2025, with preliminary financial estimates indicating a net profit attributable to parent company shareholders of approximately 20.9518 million yuan, marking a successful turnaround, and an estimated non-recurring net profit of about 15.2461 million yuan, all unaudited - The performance forecast covers the first half of 2025[3](index=3&type=chunk) - Compared to the same period last year, the company expects to turn losses into profits, with net profit attributable to parent company shareholders estimated at approximately **20.9518 million yuan**[3](index=3&type=chunk) - The company emphasizes that this performance forecast data is a preliminary estimate and has not been audited by a certified public accountant[3](index=3&type=chunk) [Operating Performance and Financial Status in the Same Period Last Year](index=2&type=section&id=%E4%BA%8C%E3%80%81%E4%B8%8A%E5%B9%B4%E5%90%8C%E6%9C%9F%E7%BB%8F%E8%90%A5%E4%B8%9A%E7%BB%A9%E5%92%8C%E8%B4%A2%E5%8A%A1%E7%8A%B6%E5%86%B5) The report reviews the financial data from the same period in 2024 as a comparative baseline, during which the company incurred losses, with net profit attributable to parent company shareholders at -9.6881 million yuan, non-recurring net profit at -12.0537 million yuan, and basic earnings per share at -0.027 yuan 2024 Semi-Annual Operating Performance | Indicator | Amount (RMB) | | :--- | :--- | | Total Profit | -8.3703 Million Yuan | | Net Profit Attributable to Parent Company Shareholders | -9.6881 Million Yuan | | Net Profit Attributable to Parent Company Shareholders After Non-Recurring Items | -12.0537 Million Yuan | | Earnings Per Share | -0.027 Yuan | [Primary Reasons for Current Period's Expected Profit](index=2&type=section&id=%E4%B8%89%E3%80%81%E6%9C%AC%E6%9C%9F%E4%B8%9A%E7%BB%A9%E9%A2%84%E7%9B%88%E7%9A%84%E4%B8%BB%E8%A6%81%E5%8E%9F%E5%9B%A0) The company's expected profit in the first half of 2025 is primarily due to strong main business performance, including revenue growth, improved gross margin, and reversal of credit impairment losses, alongside positive non-operating income from significantly increased investment gains from associate companies [Impact of Main Business Operations](index=2&type=section&id=%EF%BC%88%E4%B8%80%EF%BC%89%E4%B8%BB%E8%90%A5%E4%B8%9A%E5%8A%A1%E5%BD%B1%E5%93%8D) Improvements in main business operations are central to the profit turnaround, with an estimated 20% year-over-year increase in operating revenue, enhanced overall gross margin due to product structure optimization, and a positive impact on profit from the successful recovery of long-standing accounts receivable and reversal of related credit impairment losses - During the reporting period, the company's operating revenue is expected to increase by approximately **20%** year-over-year[5](index=5&type=chunk) - Continuous optimization of product structure has led to an improvement in the company's overall gross margin compared to the same period[5](index=5&type=chunk) - The company strengthened accounts receivable management, recovering some long-standing receivables and reversing credit impairment losses, which positively impacted performance[5](index=5&type=chunk) [Impact of Non-Operating Gains and Losses](index=2&type=section&id=%EF%BC%88%E4%BA%8C%EF%BC%89%E9%9D%9E%E7%BB%8F%E8%90%A5%E6%80%A7%E6%8D%9F%E7%9B%8A%E7%9A%84%E5%BD%B1%E5%93%8D) Non-operating income is another key driver for the expected profit, as the company recognized a significant increase in investment income from associate companies due to their strong performance and rapid profit growth during the reporting period, positively impacting overall results - The company's recognized investment income significantly increased year-over-year, primarily due to the strong operating performance and profit growth of its associate companies[5](index=5&type=chunk) [Risk Warning](index=2&type=section&id=%E5%9B%9B%E3%80%81%E9%A3%8E%E9%99%A9%E6%8F%90%E7%A4%BA) The company explicitly states that this performance forecast data is a preliminary internal financial estimate, unaudited by certified public accountants, and while no significant uncertainties are currently identified, the final results may still vary - The company advises investors that this performance forecast data is a preliminary internal financial estimate and has not been audited by a certified public accountant[6](index=6&type=chunk) [Other Explanatory Notes](index=2&type=section&id=%E4%BA%94%E3%80%81%E5%85%B6%E4%BB%96%E8%AF%B4%E6%98%8E%E4%BA%8B%E9%A1%B9) The company reiterates that the data in this announcement is preliminary, and the final, accurate financial figures will be based on the officially disclosed 2025 semi-annual report, urging investors to be aware of investment risks - The company reminds investors that the final accurate financial data will be based on the officially disclosed 2025 semi-annual report, and investors are advised to be mindful of investment risks[7](index=7&type=chunk)

Group 1 - The core strategy of the company is defined as one main line, two major markets, and three types of businesses, focusing on technological innovation, market demand, and lean manufacturing [1][4] - The company operates in the oil and petrochemical equipment and new energy equipment sectors, providing high-quality solutions through products, engineering, and services [1][2] - The company has implemented a series of development reform measures in 2024 to address complex environments and challenges, including strategic management, business optimization, technological innovation, and risk prevention [1][2] Group 2 - The energy equipment manufacturing industry is experiencing positive growth driven by national policies and market demand, with increasing needs in traditional energy and chemical equipment sectors, and accelerated technological iterations in new energy equipment [2] - The company emphasizes the construction of its technical team and R&D capabilities, having developed several high-end products that meet industry demands, along with numerous technological achievements and patents [2] - The strategic acquisitions of Blue Asia Testing and China Air Separation are aimed at enhancing the company's core competitiveness across its three business segments, forming a comprehensive solution capability in the energy equipment sector [2] Group 3 - The company held its sixth board meeting on June 25, 2025, where three proposals were approved, including increasing daily related transaction limits and managing related party assets [3][4] - The company plans to manage 100% equity of Lanzhou Petroleum Machinery Research Institute held by its actual controller, with a management fee of RMB 100,000 per year for a three-year term [3] - The 2025 action plan aims to enhance the company's development quality and investment value, protect investor rights, and deepen core business through digital transformation and improved internal capabilities [3][5]