Analysis of Raisecom (603803) Becoming a Hot Stock: Driven by Turnaround from Loss to Profit and Industry Prosperity

This analysis is based on information published by tushare_strong_pool [1]. Raisecom (603803) has entered the strong stock pool. The core driving factors include its own performance improvement and industry prosperity: net loss of 122.4 million yuan in 2024, turning to TTM profit of 104.8 million yuan in 2025 [0]; the communication equipment industry benefits from 5G construction and growing demand for industrial internet, and the company, as a supplier of FTTx broadband access and industrial switches, directly benefits [0].

1. Turnaround Logic
   : The company has gone from consecutive losses to profitability, which aligns with the market’s preference for ‘turnaround’ stocks, leading to significant stock returns [0].
2. Industry Synergy Effect
   : Industry growth amplifies the impact of performance improvement, enhancing market confidence [0].

• Sustained industry demand growth, with products covering high-growth areas (industrial switches, FTTx) [0].
• Performance improvement attracts investor attention [0].

• Performance Sustainability
  : Historical volatility is high; the sustainability of profitability needs to be verified [0].
• Valuation Level
  : Current valuation has partially reflected expectations; be alert to correction risks [0].
• Macro Uncertainties
  : Trade policies and tariffs affect supply chain costs [0].

Raisecom (603803) has become a hot stock due to its turnaround from loss to profit and industry prosperity. Investors should pay attention to subsequent performance stability, as well as valuation and macro-environment risks [0].