证券代码：830879 证券简称：基康仪器 公告编号：2024-081 1、《CMMI3 级评估认证证书》。 基康仪器股份有限公司（以下简称"公司"）于近日通过了 CMMI3 级评估认 证，并获得了《CMMI3 级评估认证证书》，证书有效期至 2027 年 12 月 6 日。 二、对公司的影响 CMMI（Capability Maturity Model Integration）即软件能力成熟度模型集成， 是国际上用于衡量软件企业能力成熟度和项目管理水平的权威评审认证体系，通 过 CMMI 评估认证已成为体现软件企业开发管理能力的一个重要标志。 公司通过 CMMI3 级资质认证，体现了公司在软件设计、开发、项目管理以 及产品质量等方面的综合实力，提升了公司的核心竞争力，对公司今后持续健康 发展提供了有力的支撑。公司通过 CMMI3 级评估认证对公司经营发展将产生积 极影响。 上述信息不构成业绩承诺，对公司的影响以实际情况为准。敬请广大投资者 理性投资，注意投资风险。 三、备查文件 基康仪器股份有限公司 关于公司通过 CMMI3 级认证的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 载 ...

证券代码：830879 证券简称：基康仪器 公告编号：2024-080 基康仪器股份有限公司 关于取得发明专利证书的公告 本发明是公司振弦式核心技术领域的一种新型位移监测仪器，提高了振弦式 位移传感器在现有加工设备基础上的生产量程极限的效果。 2、发明名称：一种振弦式耐水压应变计 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、基本情况 基康仪器股份有限公司（以下简称"公司"）近期收到国家知识产权局颁发 的《发明专利证书》2 项，具体情况如下： 1、发明名称：一种并联式振弦位移传感器 专利号：ZL 2024 1 0485180.0 专利权人：基康仪器股份有限公司 授权公告日：2024 年 12 月 6 日 《发明专利证书》（证书号第 7578896 号、第 7446475 号）。 特此公告。 基康仪器股份有限公司 董事会 专利号：ZL 2019 1 0688785.9 专利权人：基康仪器股份有限公司 授权公告日：2024 年 10 月 18 日 本发明是公司振弦式核心技术领域的一种新型应变计，该应变 ...

Investment Rating - The report assigns an "Overweight" rating to the company, reflecting its strong growth potential in the smart monitoring equipment sector [3] Core Views - The company is a national-level "Little Giant" enterprise specializing in smart monitoring terminal equipment, with a strong presence in infrastructure and environmental safety monitoring [3] - It has achieved significant domestic substitution in high-quality engineering safety monitoring equipment through over 20 years of innovation and practice [3] - The company is expected to benefit from the dual drivers of traditional and new infrastructure development, particularly in energy, water conservancy, and transportation sectors [3] - The company maintains a strategy of "endogenous growth as the main focus, supplemented by exogenous growth," focusing on energy and water conservancy sectors [3] Financial Performance - In the first three quarters of 2024, the company achieved revenue of 233 million yuan, a year-on-year increase of 13.25%, while net profit attributable to the parent company was 47 million yuan, a year-on-year decrease of 3.01% [3] - The third quarter of 2024 showed significant improvement, with revenue of 85 million yuan, a year-on-year increase of 17.32%, and net profit attributable to the parent company of 18 million yuan, a year-on-year increase of 4.35% [3] - The company's gross profit margin remained above 50%, reaching 56.02% in Q3 2024, while the net profit margin remained stable at over 20% [3] Industry Analysis - The sensor industry is entering a period of rapid development, driven by advancements in IoT, 5G, and AI technologies [82] - The demand for safety monitoring products is increasing, with the market size reaching 23.7 billion yuan in 2023, and a CAGR of 11.46% from 2014 to 2023 [90] - The energy sector, particularly pumped storage and nuclear power, is expected to drive demand for safety monitoring equipment, with China's pumped storage capacity projected to reach 120 million kW by 2030 [92] - The water conservancy sector is also experiencing rapid growth, with investment in water conservancy construction reaching 801.94 billion yuan in the first eight months of 2024, a year-on-year increase of 10.7% [98] - The transportation sector is seeing increased investment in safety monitoring systems, with a focus on large-span bridges and tunnels [102] - The smart city market is expanding, with ICT investment expected to reach 1.19 trillion yuan by 2027, driven by urbanization and digital transformation [106] Company Strengths - The company has a stable equity structure, with the largest shareholder holding 28.88% of the shares [1] - It has a young and innovative management team, which helps the company adapt quickly to market changes [35] - The company has developed a comprehensive product portfolio, including vibration string sensors, fiber optic grating sensors, and IoT-based monitoring solutions [51] - It has built a strong customer base, with products and services widely used in major infrastructure projects such as the Three Gorges Dam, the South-to-North Water Diversion Project, and the Hong Kong-Zhuhai-Macao Bridge [51] - The company has a strong R&D focus, with 50 patents and 75 software copyrights as of the first half of 2024 [115]

Investment Rating - The report does not provide a specific investment rating for the company [4]. Core Insights - The company has demonstrated steady revenue growth, with a reported revenue of 232.90 million yuan for the first three quarters of 2024, reflecting a year-on-year increase of 13.25%. However, the net profit attributable to shareholders decreased by 3.01% to 46.77 million yuan during the same period [5][6]. - The company's gross margin for the first three quarters of 2024 was 56.02%, a slight decrease of 0.77 percentage points year-on-year, while the net profit margin was 20.10%, down by 3.23 percentage points [5]. - The company is focused on becoming a leading provider of integrated solutions for safety monitoring IoT services, with its products primarily used in engineering safety monitoring across various sectors [6]. Financial Summary - Revenue (in million yuan): - 2020: 212.34 - 2021: 259.14 - 2022: 298.84 - 2023: 328.64 - Year-on-year growth rates: 24.12% (2020), 22.04% (2021), 15.32% (2022), 9.97% (2023) [3]. - Net profit attributable to shareholders (in million yuan): - 2020: 40.52 - 2021: 50.39 - 2022: 60.55 - 2023: 72.66 - Year-on-year growth rates: 93.34% (2020), 24.35% (2021), 20.17% (2022), 20.01% (2023) [3]. - Gross margin: - 2020: 49.39% - 2021: 51.60% - 2022: 50.79% - 2023: 54.55% [3]. - Return on Equity (ROE): - 2020: 9.64% - 2021: 11.47% - 2022: 11.84% - 2023: 12.84% [3]. - Earnings per share (in yuan): - 2020: 0.33 - 2021: 0.40 - 2022: 0.47 - 2023: 0.52 [3]. Market Data - As of November 14, 2024, the company's closing price was 13.52 yuan, with a total market capitalization of 1.886 billion yuan and a PE ratio of 26.48 times [2][6].

证券代码：830879 证券简称：基康仪器 公告编号：2024-078 关于获得 2024 年度水利建设市场主体 AAA 级企业信用证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、基本情况 中国水利工程协会 2024 年 11 月 12 日发布《关于 2024 年度水利建设市场主 体（供货、信息化单位）信用评价结果的公告》，基康仪器股份有限公司（以下 简称"公司"）获得中国水利工程协会颁发的 2024 年度水利建设市场主体信用 评价公告等级为供货类（仪器仪表）AAA 级，有效期为三年。 二、对公司的影响 本次公司获得水利建设市场主体 AAA 级企业信用证书，是对公司在水利行业 的信用及竞争力的肯定，有利于进一步增强公司的信誉度，促进业务发展。 三、备查文件 基康仪器股份有限公司 1、中国水利工程协会《关于 2024 年度水利建设市场主体（供货、信息化单 位）信用评价结果的公告》； 2、中国水利工程协会颁发的企业信用等级 AAA 级证书。 特此公告。 基康仪器股份有限公司 董事会 2024 ...

证券代码：830879 证券简称：基康仪器 公告编号：2024-079 基康仪器股份有限公司 （三）本次行权结果与可行权情况的差异说明 本次股票期权行权结果与可行权情况不存在差异。 （一）实际行权基本情况 （二）实际行权明细表 | | | 可 行 权 数 | 实际行权数 | 实际行权对 | 实际行权对应股 | | --- | --- | --- | --- | --- | --- | | 姓名 | 职务 | 量（万份） | 量（万份） | 应股票数量 | 票数量占行权后 | | | | | | （万股） | 总股本的比例 | | 袁双红 | 董事长 | 20.00 | 20.00 | 20.00 | 0.14% | | 赵初林 | 董事、总经理 | 20.00 | 20.00 | 20.00 | 0.14% | | 张绍飞 | 副总经理 | 12.50 | 12.50 | 12.50 | 0.09% | | 赵鹏 | 副总经理 | 12.50 | 12.50 | 12.50 | 0.09% | | 吴玉琼 | 副总经理、董事会 | 12.50 | 12.50 | 12.50 | 0.09% | | | 秘书 ...

证券代码：830879 证券简称：基康仪器 公告编号：2024-078 基康仪器股份有限公司 关于获得 2024 年度水利建设市场主体 AAA 级企业信用证书的公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记 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个 别及连带法律责任。 一、基本情况 中国水利工程协会 2024 年 11 月 12 日发布《关于 2024 年度水利建设市场主 体（供货、信息化单位）信用评价结果的公告》，基康仪器股份有限公司（以下 简称"公司"）获得中国水利工程协会颁发的 2024 年度水利建设市场主体信用 评价公告等级为供货类（仪器仪表）AAA 级，有效期为三年。 二、对公司的影响 本次公司获得水利建设市场主体 AAA 级企业信用证书，是对公司在水利行业 的信用及竞争力的肯定，有利于进一步增强公司的信誉度，促进业务发展。 三、备查文件 1、中国水利工程协会《关于 2024 年度水利建设市场主体（供货、信息化单 位）信用评价结果的公告》； 2、中国水利工程协会颁发的企业信用等级 AAA 级证书。 特此公告。 基康仪器股份有限公司 董事会 2024 ...

2023 年股权激励计划第一个行权期股票期权行权结果公告 本公司及董事会全体成员保证公告内容的真实、准确和完整，没有虚假记载、 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个别及连 带法律责任。 一、股票期权行权结果 证券代码：830879 证券简称：基康仪器 公告编号：2024-079 基康仪器股份有限公司 二、行权前后相关情况对比 | （一）行权对象持股变动情况 | | --- | | 姓名 | 持股数量 | 行权前持股情况 | 限售股数 | 持股数量 | 行权后持股情况 | | | --- | --- | --- | --- | --- | --- | --- | | | | 持股比例 | | | 持股比例 | 限售股数 | | | （股） | | 量（股） | （股） | | 量（股） | | 袁双红 | 900,000 | 0.6452% | 900,000 | 1,100,000 | 0.7885% | 1,100,000 | | 赵初林 | 2,760,000 | 1.9785% | 2,070,000 | 2,960,000 | 2.1219% | 2,270,000 | | ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [1] Core Views - The company, Beikang Instruments, achieved revenue of 233 million yuan in the first three quarters of 2024, representing a year-on-year increase of 13.25%. The net profit attributable to the parent company was 46.77 million yuan, a decrease of 3.01%. The gross margin and net margin were 56.02% and 20.10%, respectively. The report maintains profit forecasts for 2024-2026, expecting net profits of 84 million, 97 million, and 112 million yuan, with corresponding EPS of 0.60, 0.69, and 0.80 yuan, leading to P/E ratios of 22.1, 19.3, and 16.7 times [1][3][4]. Revenue Sources and Project Updates - The main revenue sources for the company are in the water conservancy and energy sectors. The company has secured orders for the Sichuan-Tibet Railway project and has begun supplying equipment. Key water conservancy projects are progressing, including the Yellow River Guxian Water Conservancy Hub and the South-to-North Water Diversion project. The company has a nearly 50% success rate in bidding for pumped storage projects, providing products and installation services for over 30 projects [4][5]. Financial Performance and Projections - The company’s financial performance shows a steady increase in revenue, with projections indicating a growth rate of 16.7% in 2024, 15.4% in 2025, and 14.4% in 2026. The net profit is expected to grow at rates of 15.9%, 14.9%, and 15.4% for the same years. The gross margin is projected to remain above 50% over the next few years, indicating strong profitability [5][6]. Technological Advancements - The company has successfully applied its machine vision deformation monitoring system in multiple projects since its launch in the second half of 2023. This system utilizes digital imaging and AI technology for high-precision monitoring, and the company is conducting further research to expand its applications [5][6]. Market Position and Competitive Edge - Beikang Instruments is recognized as a leader in the safety monitoring segment, benefiting from stable downstream demand. The company’s strategic positioning in the water conservancy and energy sectors, along with its technological advancements, enhances its competitive edge in the market [3][4].