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、 ...

Investment Rating - The report maintains a "Buy" rating for the company [1] Core Insights - The company achieved a revenue growth of 13.25% year-on-year in Q1-Q3 2024, reaching 233 million yuan, while the net profit attributable to shareholders decreased by 3.01% to 47 million yuan due to equity incentive expenses [2][3] - The gross margin for Q1-Q3 2024 was 56.02%, a decrease of 0.77 percentage points year-on-year, and the net profit margin was 20.10%, down 3.23 percentage points year-on-year [3] - The company has strong research and development capabilities, holding core technologies in safety monitoring precision sensors and intelligent data acquisition equipment, positioning it as a leader in its niche market [3] - The company has a broad service area, with products applied in various fields such as energy, water conservancy, transportation, smart cities, and geological disasters, indicating significant growth potential [3] - The customer base is primarily composed of state-owned enterprises and government departments, ensuring stable cooperation and large orders [3] Financial Forecast and Valuation - The forecast for net profit attributable to shareholders for 2024-2026 is 75 million, 94 million, and 115 million yuan respectively, with corresponding dynamic P/E ratios of 23, 19, and 15 times [3] - The total revenue is projected to grow from 370 million yuan in 2024 to 520 million yuan in 2026, with a compound annual growth rate of 18.52% [1][3]

证券代码：830879 证券简称：基康仪器 公告编号：2024-076 基康仪器股份有限公司 舆情管理制度 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、 审议及表决情况 基康仪器股份有限公司（以下简称"公司"）于 2024 年 10 月 23 日召开的 第四届董事会第十二次临时会议审议通过《关于制定公司<舆情管理制度>的议 案》，本议案无需提交股东大会审议。 二、 制度的主要内容，分章节列示： 基康仪器股份有限公司 舆情管理制度 第一章 总则 第一条 为提高基康仪器股份有限公司（以下简称"公司"）应对各类舆情 的能力，建立快速反应和应急处置机制，及时、妥善处理各类舆情对公司股票、 公司商业信誉及正常生产经营活动造成的影响，切实保护投资者和公司的合法 权益，根据《北京证券交易所股票上市规则（试行）》等相关法律法规和《基康 仪器股份有限公司章程》的规定，结合公司实际情况，特制定本制度。 第二章 舆情管理的组织体系及其工作职责 第四条 公司应对各类舆情（尤其是媒体质疑危机时）实行统一领导、统 一组织、 ...

证券代码：830879 证券简称：基康仪器 公告编号：2024-073 基康仪器股份有限公司 第四届董事会第十二次临时会议决议公告 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。 5.会议主持人：董事长袁双红先生 6.会议列席人员：监事、高级管理人员 一、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2024 年 10 月 23 日 2.会议召开地点：公司会议室 3.会议召开方式：现场及通讯方式 4.发出董事会会议通知的时间和方式：2024 年 10 月 18 日以邮件方式发出 7.召开情况合法、合规、合章程性说明： 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律、 法规、部门规章、规范性文件和《公司章程》的有关规定。 （二）会议出席情况 会议应出席董事 9 人，出席董事 9 人。 董事蒋小放先生、沈省三先生、苏锋先生、曹洋先生因外出以通讯方式出席。 二、议案审议情况 （一）审议通过《关于公司 2024 年第三季度报告的议案》 1.议案内容： 根据相关法律、法规、规范性文件 ...

证券代码：830879 证券简称：基康仪器 公告编号：2024-074 基康仪器股份有限公司 第四届监事会第十二次临时会议决议公告 本公司及监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、会议召开和出席情况 （一）会议召开情况 1.会议召开时间：2024 年 10 月 23 日 2.会议召开地点：公司会议室 3.会议召开方式：现场 4.发出监事会会议通知的时间和方式：2024 年 10 月 18 日以邮件方式发出 5.会议主持人：邹勇军先生 6.召开情况合法、合规、合章程性说明： 本次会议的召集、召开和表决程序符合《中华人民共和国公司法》等法律、 法规、部门规章、规范性文件和《公司章程》的有关规定。 会议应出席监事 3 人，出席监事 3 人。 二、议案审议情况 （一）审议通过《关于公司 2024 年第三季度报告的议案》 1.议案内容： 根据相关法律、法规、规范性文件及《公司章程》等规定，结合 2024 年 第三季度经营情况，公司编制了 2024 年第三季度报告。 具体内容详见公司于 2024 年 10 月 ...