证券代码：002960 证券简称：青鸟消防 公告编号：2024-098 青鸟消防股份有限公司 关于公司股东部分股份质押的公告 青鸟消防股份有限公司 1 青鸟消防股份有限公司 本公司及董事会全体成员保证信息披露内容的真实、准确、完整、没有 虚假记载、误导性陈述或重大遗漏。 青鸟消防股份有限公司（以下简称"公司"）近日收到公司持股 5%以上股东蔡 为民先生的通知，获悉蔡为民先生持有的部分公司股份办理了质押业务。具体事项 公告如下： 一、股东股份质押基本情况 1、股东股份质押的基本情况 | 股东名称 | 是否为控股 股东或第一 | 本次质押数 | 占其所 持股份 | 占公司 总股本 | 是否为 | 是否 为补 | 质押起始日 | 质押到期日 | 质权人 | 质押 | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 大股东及其 | 量（股） | | | 限售股 | 充质 | | | | 用途 | | | 一致行动人 | | 比例 | 比例 | | 押 | | | | | | 蔡为民 | 否 | 12,000,000 | 9 ...

青鸟消防股份有限公司 证券代码：002960 证券简称：青鸟消防 公告编号：2024-097 本公司及董事会全体成员保证信息披露内容的真实、准确、完整、没有 虚假记载、误导性陈述或重大遗漏。 青鸟消防股份有限公司（以下简称"公司"）近日收到公司持股 5%以上股东蔡 为民先生的通知，获悉蔡为民先生持有的部分公司股份办理了质押续期业务。具体 事项公告如下： 一、股东股份质押续期基本情况 1、股东股份质押续期的基本情况 | | 是否为控股 | 本次质押续 | 占其所 | 占公司 | | 是否 | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | 股东名称 | 股东或第一 大股东及其 | 期数量 | 持股份 | 总股本 | 是否为 限售股 | 为补 充质 | 质押起始日 | 质押到期日 | 质权人 | 质押 用途 | | | 一致行动人 | （股） | 比例 | 比例 | | 押 | | | | | | | | 4,407,000 2,938,000 | 3.36% 2.24% | 0.59% 0.39% | | ...

e公司讯，IUID/S-JBF-R100红紫外双鉴成像立体感烟探测器是青鸟消防自主研发的一款融合红外及紫外 光谱结合CMOS成像与人工智能技术的立体空间智能感烟火灾探测器。 产品对于探测环境中的水蒸气、粉尘等干扰源有超强的区分识别能力，是常规线型光束感烟探测器的理 想升级替换产品。 目前，IUID/S-JBF-R100红紫外双鉴成像立体感烟探测器已经通过国家消防电子产品质量检验检测中心 的各项测试验证，并取得检验报告。 ...

感谢各位投资者,今天我们和我们组的同事孙凯琪老师一起跟大家做一个新疆消防的我们最新的深度报告的一个分享汇报。相信关注新疆消防的投资者会知道,整个公司是国内消防行业的一个龙头企业,而且跟我们长期跟踪研究的安防行业比较非常多类似的地方,然后作为行业龙头企业,持续地在进行柴炼炭油的一个延伸。 去实现更好的一个支持可控和降本增效另外不断的向下游的应用场景进行作展然后产品线进行一个丰富通过内生和外延的方式形成了非常全产业链条的一个这样的产品矩阵然后在国内的市场以及在海外的市场以及国内的工业市场也取得了非常好的一个新的增长点所以我们觉得整个公司还是值得去重点和长期去关注的然后现在估值也还比较低所以我们觉得应该还是一个 比较好的一个绝对的团体关注的这么一个投资标的和投资机会那我就不多耽误大家宝贵的时间然后请我们主持人宋凯旗老师跟大家做一个深度报告内容的分享谢谢凯旗好的好的孟老师那个今天才见各位线上的投资人和领导大家晚上好我是国际计算机的研究员宋凯旗那我为大家这个后续对这个青鸟消防的个股深度报告做一个详细的解读那就像其实刚才孟老师在开篇中提到的那关注青鸟的投资人会知道青鸟的话它是这个国内的消防报警这个行业的 一个龙头企业但它 ...

Investment Rating - The report assigns a "Buy" rating for the company, marking it as the first coverage [2]. Core Views - The company is a leading player in the domestic fire alarm industry, with a comprehensive product range covering fire alarms, gas extinguishing, gas detection, emergency lighting, and industrial fire safety [2]. - The upcoming national standard replacement in May 2025 is expected to accelerate the exit of smaller players from the market, enhancing industry concentration [2]. - The company is transitioning from "incremental construction" to "stock updating," maintaining gross margins despite declining average prices [2]. - The overseas business has shown significant growth potential, with a 24.7% year-on-year increase, and the industrial fire safety segment is expanding into various industries [2]. Summary by Sections Company Overview - The company has expanded its product offerings to include a full range of fire safety management solutions, addressing both commercial and industrial sectors [12]. - The traditional commercial fire safety market is becoming saturated, while opportunities for domestic replacements in industrial fire safety are emerging due to higher technical barriers [12][14]. Revenue Breakdown - The company’s revenue from overseas markets has increased significantly, accounting for 16.5% of total revenue in the first half of 2024, with a compound annual growth rate (CAGR) of 198.7% from 2020 to 2023 [16][18]. - The industrial fire safety segment's revenue contribution has also risen to 5.7% in the first half of 2024, indicating a shift away from reliance on the real estate sector [16][21]. Investment Logic - The replacement of national standards is anticipated to lead to a consolidation in the industry, as companies must meet higher research and production requirements [23][26]. - The shift in customer focus from traditional commercial to industrial fire safety is expected to enhance direct sales capabilities [28]. - The company has maintained stable gross margins despite a decline in average prices, supported by its self-developed "Zhu Huan" chip technology [2][21]. Profit Forecast and Valuation - The company is projected to achieve revenues of 49.9 billion, 53.7 billion, and 59.7 billion yuan from 2024 to 2026, with net profits of 5.25 billion, 6.89 billion, and 8.29 billion yuan respectively [2][4]. - The target price is set at 14.80 yuan per share, based on a 16x price-to-earnings (PE) ratio for 2025 [2].

各位投资人大家早上好欢迎大家参加本场青鸟烧房三季度业绩交流会我是本次会议的主持人华安机械首席账番今天我们邀请的企业嘉宾为公司董秘严总和IR经理王总也非常感谢两位领导的宝贵时间接下来就首先有请企业领导就三季报情况做简单介绍之后我们进入问答环节谢谢 各位投资人下午好因为我们发布了这个三级报那么我先简单介绍一下三级度情况然后大家看看还有什么问题咱们再随时沟通大家也看到了咱们三级报的情况我先说一下整体情况整体来看青鸟在前三级度收入是基本持平 毛利率呢也是几乎成平啊那在单季度可能还有稍有稍有散展但从整体来看基本持平那从那个利润来看呢啊下滑的比较多一点是下滑了30%多但这里呢利润的下滑呢主要是因为客观的因素造成的 这里面我们也是在三级报中进行了一个猜测利率下滑的部分第一个主要部分是公司股权机密是比去年同期增加了6000万那么这一块是含了我们总共三期的股权机密那目前来看安基纳尔今年的这个业绩情况应该是第二期和第三期的股权机密 应该都没有办法达到行权的条件这个呢是因为我们当时股权基因的指标还挺高的大家可以看一下就是35%以上的增长所以这一块目前来看呢到今年年底的时候股权基因的费用呢应该整个全年也就在5000万左右所以不会有 ...

1 青鸟消防股份有限公司 证券代码：002960 证券简称：青鸟消防 编号：2024-004 青鸟消防股份有限公司 投资者关系活动记录表 （2024 年 11 月 1 日） | --- | --- | --- | |----------------|--------------------------------------------------------|------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------------ ...

青鸟消防股份有限公司 公司于 2024 年 9 月 3 日召开第四届董事会第五十二次会议，审议通过了《关 于变更回购股份用途并注销的议案》，同意将 2024 年第二次回购股份方案中的回购 用途由"用于公司员工持股计划或股权激励"变更为"用于注销并减少公司注册资 本"。该事项尚需提交公司股东大会审议。具体内容详见公司于 2024 年 9 月 4 日刊 登于巨潮资讯网的《关于变更回购股份用途并注销暨回购进展的公告》（公告编号： 2024-091）。 根据《上市公司股份回购规则》《深圳证券交易所上市公司自律监管指引第 9 号 ——回购股份》（以下简称"《回购指引》"）等有关规定，回购股份已实施完毕的， 应当在两个交易日内披露回购结果暨股份变动公告。截至 2024 年 11 月 1 日，公司 1 证券代码：002960 证券简称：青鸟消防 公告编号：2024-096 青鸟消防股份有限公司 关于回购公司股份实施结果暨股份变动的公告 本公司及董事会全体成员保证信息披露内容的真实、准确、完整、没有 虚假记载、误导性陈述或重大遗漏。 青鸟消防股份有限公司（以下简称"公司"）于 2024 年 7 月 11 日召开第四届董 事会 ...

Investment Rating - The report maintains a "Buy" rating for the company [5] Core Views - The company has shown resilience in its core business despite a decline in overall revenue and profit due to market pressures. In Q3 2024, the company achieved a net profit of 146 million yuan, a 32.76% increase quarter-on-quarter, although it still represents a year-on-year decline [1] - The overseas business has expanded rapidly, with revenue reaching 526 million yuan in the first three quarters of 2024, marking a 14.03% year-on-year increase. This growth is attributed to the introduction of new product categories and enhanced international sales channels [2] - The company is focusing on industrial and smart firefighting solutions, with significant growth in these areas. The industrial project revenue reached 380 million yuan, a 67% increase year-on-year, while smart firefighting projects saw a 32% increase [2] Financial Performance Summary - For the first three quarters of 2024, the company reported total revenue of 3.521 billion yuan, a 3.40% year-on-year decrease, and a net profit of 335 million yuan, down 33.66% year-on-year [1] - Revenue projections for 2024-2026 are set at 5.163 billion yuan, 6.103 billion yuan, and 7.208 billion yuan respectively, with corresponding net profits of 572 million yuan, 710 million yuan, and 871 million yuan [3] - The company's earnings per share (EPS) for 2024 is projected to be 0.77 yuan, with a price-to-earnings (P/E) ratio of 13.7 [4][3]

Investment Rating - The investment rating for the company is "Buy" (maintained) [1] Core Views - The company continues to focus on the industrial and overseas markets, emphasizing research and development as key growth drivers [1] - In the first three quarters of 2024, the company achieved revenue of 3.52 billion yuan, a decrease of 33.66% year-on-year, with a net profit attributable to the parent company of 3.35 billion yuan, down 36.65% [1] - The company is committed to deepening its market presence, with domestic industrial and commercial fire safety and overseas fire safety businesses identified as the two main growth engines [1] Financial Performance Summary - For the first three quarters of 2024, the company reported a revenue of 1.256 billion yuan, down 9.76% year-on-year, and a net profit attributable to the parent company of 1.46 billion yuan, down 32.85% [1] - The company’s cash flow from operating activities was negative 239 million yuan, with a weighted average return on equity of 5.46% [1] - The company’s total assets were 8.472 billion yuan, with current assets of 6.664 billion yuan and total liabilities of 1.996 billion yuan [2] Financial Forecasts - The company’s projected revenue for 2024-2026 is 5.136 billion yuan, 5.719 billion yuan, and 6.444 billion yuan respectively, with corresponding net profits of 479 million yuan, 548 million yuan, and 637 million yuan [2][3] - The expected EPS for 2024-2026 is 0.64 yuan, 0.74 yuan, and 0.86 yuan respectively, with a P/E ratio of 16.33, 14.27, and 12.28 [2][3] Growth Drivers - The company is focusing on continuous research and development of core components and launching new product solutions [1] - The industrial and industry fire alarm business and intelligent evacuation business are steadily growing, with project delivery amounting to 3.8 billion yuan, a year-on-year increase of 67% [1] - The overseas market revenue increased by 14.03% year-on-year, reaching 5.26 billion yuan, as the company expands its product categories and actively develops new sales channels [1]