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 ...

Group 1 - The company, Guangha Communication, stated that it is currently not involved in research related to autonomous driving technology [1] - The company is focusing on its electric power intelligent operation and maintenance business, as well as innovation in emergency management, petrochemical, and intelligent manufacturing sectors [1] - The company is exploring the application of drone-assisted inspection technologies in its business operations [1]

Core Viewpoint - The long-term trend of improving corporate profitability in state-owned enterprises remains unchanged, with expectations for a recovery in overseas manufacturing activities under the backdrop of potential interest rate cuts by the Federal Reserve [1] Group 1: Economic Conditions - The labor market in the U.S. showed signs of weakening in the second quarter, creating conditions for the Federal Reserve to initiate interest rate cuts [1] - Since July, the external trade environment in the U.S. has stabilized, indicating marginal improvements in the economic sector [1] Group 2: Investment Recommendations - The first recommendation is to invest in upstream resource products (copper, aluminum, oil and petrochemicals) and capital goods (engineering machinery, heavy trucks, forklifts), as well as intermediate products (steel), which will benefit from the recovery of overseas manufacturing and domestic "anti-involution" policies [1] - The second recommendation suggests that equities will outperform bonds in the future, with non-bank financials benefiting from the bottoming of capital returns in the long-term asset side [1] - The third recommendation focuses on consumer sectors aligned with domestic policies centered around "people's livelihood," highlighting dividend-type consumption (food and beverages, home appliances) and certain service industries (hotels, restaurants, leisure tourism) [1]

2025 年 08 月 08 日 A 股策略周报 20250803 策略组 分析师：牟一凌（执业 S1130525060002） 分析师：纪博文（执业 S1130525060006） 分析师: 吴晓明（执业 S1130525060005） mouyiling@gjzq.com.cn jibowen@gjzq.com.cn wu_xiaoming@gjzq.com.cn 当所有预期都回摆的时候 水牛是勾觉,盈利是主线 2000年以来,全 A 非金融 ROE 水平共有 4 次出现趋势性触底回升,分别是 200602、200903、201603 和 202002。在每 次 ROE 拐点确认之前的一个季度到半年时间内，市场往往会呈现出估值驱动占比上升、行业轮动速度加快的特征，且 强于盈利贡献的悟度:与此同时,市场行业轮动速度加快的特征也均有出现。市场投资者基于当下弱基本面+强市场 线性外推,认为本轮行情是流动性的"水牛",恰好可能忽视了盈利回升这一重要主线。本轮反内卷与 2016年供给侧 改革的相似性在于政策落地前经济中自发性反内卷已经开启,政策只是顺应了经济与产业趋势并进行助推，数据相似 性看:工业增加值增速高于用 ...