证券代码：601798 证券简称：蓝科高新 公告编号：2025-032 甘肃蓝科石化高新装备股份有限公司 关于召开2025年第一次临时股东会的通知 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： (三)投票方式：本次股东会所采用的表决方式是现场投票和网络投票相结合的方 式 (四)现场会议召开的日期、时间和地点 召开的日期时间：2025 年 9 月 12 日 15 点 00 分 召开地点：上海蓝滨石化设备有限责任公司会议室 (五)网络投票的系统、起止日期和投票时间。 网络投票系统：上海证券交易所股东会网络投票系统 网络投票起止时间：自2025 年 9 月 12 日 至2025 年 9 月 12 日 采用上海证券交易所网络投票系统，通过交易系统投票平台的投票时间为股 东会召开当日的交易时间段，即 9:15-9:25,9:30-11:30，13:00-15:00；通过互 联网投票平台的投票时间为股东会召开当日的 9:15-15:00。 (六)融资融券、转融通、约定购回业务账户和沪股通投资者的投票程序 涉及融资融券、转 ...

证券代码：601798 证券简称：蓝科高新 公告编号：2025-033 甘肃蓝科石化高新装备股份有限公司 关于召开 2025 年半年度业绩说明会的公告 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： 一、 说明会类型 ???会议召开时间：2025 年 09 月 10 日 （星期三） 15:00-16:00 ? 会议召开地点：上海证券交易所上证路演中心（网址： https://roadshow.sseinfo.com/） ? 会议召开方式：上证路演中心网络互动 ? 投资者可于 2025 年 09 月 03 日（星期三）至 09 月 09 日（星期 二）16:00 前登录上证路演中心网站首页点击"提问预征集"栏目或 通过公司邮箱 lanpec@lanpec.com 进行提问。公司将在说明会上对投 资者普遍关注的问题进行回答。 甘肃蓝科石化高新装备股份有限公司（以下简称"公司"）已于 更全面深入地了解公司 2025 年半年度经营成果、财务状况，公司计 划于 2025 年 09 月 10 日（星期三）15:00-16: ...

Core Points - Chuanrun Co., Ltd. experienced a significant drop in stock price, hitting the daily limit down with a turnover rate of 47.90% and a trading volume of 3.691 billion yuan [2] - Institutional investors net sold 78.6133 million yuan, while total net selling from brokerage seats reached 142 million yuan [2] - The stock was listed on the Shenzhen Stock Exchange's watch list due to a daily turnover rate of 47.90% and a daily decline deviation of -8.09% [2] Trading Data - The top five brokerage seats accounted for a total transaction volume of 707 million yuan, with buying amounting to 243 million yuan and selling at 464 million yuan, resulting in a net selling of 221 million yuan [2] - Among the brokerage seats, two institutional specialized seats were involved, with a total buying amount of 104 million yuan and selling amount of 183 million yuan, leading to a net selling of 78.6133 million yuan [2] Historical Performance - Over the past six months, Chuanrun Co., Ltd. has appeared on the watch list 15 times, with an average price increase of 1.50% the day after being listed and an average increase of 6.16% over the following five days [2] Capital Flow - The stock saw a net outflow of 620 million yuan in main funds today, with a significant outflow of 514 million yuan from large orders and 106 million yuan from major funds [2] - In the past five days, the net outflow of main funds totaled 214 million yuan [2]

高端装备+一带一路+专精特新 1、公司是石墨制化工设备主要供应商之一， 是国家首批专精特新小巨人企业。 公司具有完全自主研 发、 设计能力， 技术在国内同行业中处于领先地位。公司的主营业务为石墨设备的研发、 生产、 销售 及维保服务， 主要产品为石墨合成炉、 石墨换热器。 2、2023年12月20日互动易：公司除了与印度Adani集团下的全资子公司Mundra签订了产品销售合同， 合同标的物为100万吨绿色PVC项目专用副产蒸汽氯化氢合成吸收、盐酸解吸、氯化氢干燥等石墨设 备，合同总金额44,334,166美元，约合人民币29,990.73万元，近期越南项目"化工产量130t/d盐酸、副产 0.5Mpa饱和蒸汽高纯酸项目和化工产量440t/d盐酸、副产0.5Mpa饱和蒸汽高纯酸项目"副产蒸汽三合一 盐酸合成炉一次性点火成功。公司将持续瞄准国际需求，加大国际市场开拓力度，积极布局印度、东南 亚等多个国家与地区。 3、专精特新"小巨人"企业是全国中小企业评定工作中最高等级、最具权威的荣誉称号，是指专注于细 分市场、创新能力强、市场占有率高、掌握关键核心技术、质量效益优的排头兵企业，对于提升中小企 业自身的竞争力， ...

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Insights - The company achieved a revenue of 5.265 billion yuan in H1 2025, representing a year-on-year increase of 27.25%, and a net profit attributable to shareholders of 1.197 billion yuan, up 24.65% year-on-year [2] - The core businesses are steadily developing, with significant growth in the CNC machine tool segment, which saw a revenue increase of 145.08% year-on-year [2][4] - The company is expanding its international presence in the tire mold business, with new factories in Thailand and Mexico enhancing its global service capabilities [4] Revenue and Profitability - The company's gross margin for H1 2025 was 34.48%, a decrease of 0.73 percentage points year-on-year, while the net profit margin was 22.73%, an increase of 0.51 percentage points year-on-year [3] - The tire mold business had a gross margin of 40.21%, down 1.00 percentage points, while the large component machinery products had a gross margin of 24.30%, up 0.22 percentage points [3] Business Segments - The tire mold business generated revenue of 2.628 billion yuan in H1 2025, with external sales growing faster than domestic sales [2] - The large component machinery products segment achieved revenue of 1.947 billion yuan, with full order books and production lines operating at full capacity [2] - The CNC machine tool business's revenue reached 506 million yuan, benefiting from brand operations and market expansion [2][4] Financial Forecasts - The report forecasts net profits attributable to shareholders for 2025, 2026, and 2027 to be 2.513 billion yuan, 3.048 billion yuan, and 3.634 billion yuan respectively, with corresponding dynamic P/E ratios of 20, 16, and 14 times [4]

Investment Rating - The report maintains a "Buy" rating for the company [7] Core Views - The company achieved a net profit of 0.21 billion yuan in H1 2025, representing a year-on-year increase of 48.47% [1] - The company's revenue for H1 2025 was 2.29 billion yuan, up 13.53% year-on-year, with Q2 revenue at 1.50 billion yuan, reflecting an 11.97% increase year-on-year [1] - The gross margin improved to 25.68%, up 3.03 percentage points year-on-year, while the net profit margin reached 9.36%, an increase of 2.39 percentage points year-on-year [1] - Inventory at the end of H1 2025 was 6.25 billion yuan, a 67.7% increase from the end of the previous year, indicating potential revenue recognition from large orders in H2 2025 [2] Summary by Sections Financial Performance - H1 2025 net profit was 0.21 billion yuan, with a 48.47% year-on-year growth [1] - H1 2025 revenue was 2.29 billion yuan, a 13.53% increase year-on-year [1] - Q2 2025 revenue was 1.50 billion yuan, with a year-on-year growth of 11.97% [1] - H1 2025 gross margin was 25.68%, up 3.03 percentage points year-on-year [1] Inventory and Orders - Inventory at the end of H1 2025 was 6.25 billion yuan, a 67.7% increase from the previous year [2] - The company has large contracts worth 8.19 billion yuan, with only 0.37 billion yuan recognized in H1 2025, suggesting significant revenue potential in H2 2025 [2] Industry Positioning - The company is expanding its applications in multiple sectors, including military, consumer electronics, and new energy vehicles [3] - The military sector is expected to see high demand for smart equipment, with significant orders already secured [4] - The company is leveraging its experience in civilian products to enhance its position in the military equipment market [4] Future Projections - Projected net profits for 2025, 2026, and 2027 are 1.31 billion, 1.96 billion, and 2.5 billion yuan respectively, with corresponding P/E ratios of 29X, 20X, and 15X [4]

天玛智控公告，2025年上半年营业收入6.52亿元，同比下降21.21%。净利润6951.57万元，同比下降 65.72%。 ...

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company's revenue for H1 2025 reached 1.899 billion yuan, a year-on-year increase of 25.99%, while the net profit attributable to shareholders was 40 million yuan, up 69.48% year-on-year [1] - The electric drive business is experiencing rapid growth, with a significant increase in revenue and profitability, although the second quarter's performance was impacted by expense recognition [1][2] - The company has a robust order backlog in its intelligent equipment segment, with new orders exceeding 1.8 billion yuan in H1 2025, including over 500 million yuan from overseas projects [2] Financial Performance - In Q2 2025, the company achieved revenue of 939 million yuan, a year-on-year increase of 42.45%, but a quarter-on-quarter decrease of 2.13% [1] - The gross margin for Q2 2025 was 15.85%, an increase of 0.65 percentage points from the previous quarter, while the total expense ratio rose to 15.34%, up 2.86 percentage points [1] - The intelligent equipment business generated revenue of 1.12 billion yuan in H1 2025, a decrease of 3.8% year-on-year, while the electric drive business saw revenue of 780 million yuan, a substantial increase of 126% year-on-year [1][2] Profitability Forecast - The company is expected to see net profits attributable to shareholders of 130 million yuan, 179 million yuan, and 210 million yuan for the years 2025, 2026, and 2027, respectively, with corresponding P/E ratios of 34, 25, and 21 times [2]

Group 1 - The top 20 stocks with significant capital inflow as of August 27 include: Yanshan Technology (1.618 billion), Huayin Electric Power (948 million), and Yingweik (730 million) [1] - Yanshan Technology experienced a price increase of 10.08%, while Huayin Electric Power rose by 9.63% [2] - Other notable stocks with substantial capital inflow include Jishi Media (567 million), Tianfeng Securities (485 million), and Maigemeite (437 million) [1][2] Group 2 - The sectors represented among the top inflow stocks include internet services, electric power, specialized equipment, cultural media, and securities [2][3] - Yanshan Technology and Huayin Electric Power are both in the electric power sector, indicating strong interest in this industry [2][3] - The stock with the highest price increase is Keda Intelligent, which rose by 17.75% with a capital inflow of 413 million [2]

北交所信息更新 同力股份（834599.BJ） 新能源+无人矿卡双轮驱动，技术赋能与出海战略共筑高成长 ——北交所信息更新 2025 年 08 月 27 日 投资评级：买入（维持） | 日期 | 2025/8/26 | | --- | --- | | 当前股价(元) | 22.80 | | 一年最高最低(元) | 27.31/7.79 | | 总市值(亿元) | 105.23 | | 流通市值(亿元) | 79.25 | | 总股本(亿股) | 4.62 | | 流通股本(亿股) | 3.48 | | 近 3 个月换手率(%) | 134.98 | 北交所研究团队 2025H1 公司营收 31.69 亿元（+12.69%），归母净利润 3.21 亿元（+8.25%） 2025 上半年公司实现营收 31.69 亿元，同比增长 12.69%，归母净利润 3.21 亿元， 同比增长 8.25%，扣非归母净利润 3.18 亿元，同比增长 10.09%，毛利率 19.78%， 同比增长 1.23pcts。公司积极布局无人矿卡新领域，提高研发费用影响，我们下 调 2027 年盈利预测，维持 2025-2026 年盈利预测 ...