证券代码：830879 证券简称：基康仪器 公告编号：2024-082 基康仪器股份有限公司 关于募集资金使用完毕并注销募集资金专项账户的公告 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、募集资金基本情况 根据中国证券监督管理委员会下发的《关于同意基康仪器股份有限公司向不 特定合格投资者公开发行股票注册的批复》（证监许可〔2022〕2979 号），公司向 不特定合格投资者公开发行股票 13,000,000 股，每股发行价格 6.50 元。本次公 开发行募集资金总额为 84,500,000.00 元，扣除总发行费用人民币 15,227,641.44 元，实际募集资金净额为 69,272,358.56 元。募集资金已于 2022 年 12 月 13 日划 至公司指定账户。上述募集资金到位情况已经天衡会计师事务所（特殊普通合伙） 审验，并于 2022 年 12 月 13 日出具了《验资报告》（天衡验字[2022]00174 号）。 三、本次募集资金专户注销情况 截至 2024 年 12 月 25 日， ...

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、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 证券代码：830879 证券简称：基康仪器 公告编号：2024-081 基康仪器股份有限公司 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 1、《CMMI3 级评估认证证书》。 特此公告。 基康仪器股份有限公司 董事会 2024 年 12 月 16 日 基康仪器 ...

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：2024-079 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 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 ...

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].

Investment Rating - The report maintains a "Recommended" rating for the company [6]. Core Views - The company's revenue continues to grow steadily, with a year-on-year increase of 13.25% in the first three quarters of 2024, driven by the increasing demand in the water conservancy sector [1][5]. - The company's net profit attributable to shareholders decreased by 3.01% year-on-year due to the impact of stock incentive expenses, which increased management costs by 37.21% [1][5]. - The company has a strong order backlog, with a nearly 50% success rate in bidding for pumped storage projects, indicating potential for stable growth in contracts [2]. - The company is expected to achieve revenues of 3.80 billion, 4.42 billion, and 5.12 billion yuan for 2024, 2025, and 2026 respectively, with corresponding net profits of 800 million, 930 million, and 1.08 billion yuan [2]. Summary by Sections Financial Performance - In the first three quarters of 2024, the company achieved a revenue of 233 million yuan and a net profit of 46.77 million yuan [5]. - The company’s weighted ROE was 8.35%, with basic earnings per share of 0.34 yuan [5]. - The projected financial indicators for 2024-2026 include revenues of 3.80 billion, 4.42 billion, and 5.12 billion yuan, with net profits of 800 million, 930 million, and 1.08 billion yuan respectively [4]. Market Position - The company has established a professional team focused on market-oriented strategies, enhancing its core competitiveness through increased R&D investment [2]. - The company has successfully expanded its production capacity for smart monitoring terminals, meeting the supply requirements of downstream industries [2].

证券代码：830879 证券简称：基康仪器 公告编号：2024-077 基康仪器股份有限公司 投资者关系活动记录表 | --- | |--------------------------------------------------------------------| | | | 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、 投资者关系活动类别 □特定对象调研 □业绩说明会 □媒体采访 □现场参观 □新闻发布会 □分析师会议 □路演活动 √其他 （电话会议） 二、 投资者关系活动情况 （一）活动时间、地点 活动时间：2024 年 10 月 25 日 20:00 活动地点：公司通过进门财经网络交流平台以网络电话形式交流 （二）参与单位及人员 由国联证券刘建伟女士主持的电话会议，线上参与单位有：国联证券、融通基 金、弘毅远方基金、开源证券、西部证券、华安合鑫、兴业证券、东北证券、竹 润投资、开源资管、国投证券、无锡汇蠡投资、苏豪资本、贝寅资本、鑫疆投资、 大成基金、华鑫证券、 ...