在应急准备方面，我省统筹调度431支国家级安全生产专业救援队伍、63支社会应急力量加强备 勤，全省146支专业森林消防队伍及556支半专业队伍全面进入临战状态；针对景区、商圈等重点区域， 消防救援部门设置336个前置执勤点，及时做好应急处置工作。 此外，我省还以"穿透式"督导检查推动事故隐患早发现、早整改。省安委会7个综合督查组，分赴 各市和沈抚示范区督查重点领域安全防范工作。省消防救援总队成立7个蹲点督导组，与基层一线协同 开展隐患排查。省矿山安监局针对违规作业、设备老化等风险开展专项督查。省应急厅加强对危险化学 品、工贸等重点企业的抽查检查。各地按照要求开展节假日期间督导检查，全省共检查企业967家，发 现问题隐患1242项，有力维护了全省安全生产形势的持续稳定。 10月10日，从省应急厅获悉，今年国庆中秋假期，我省事故起数和死亡人数较去年同期相比实现双 下降，未接到较大及以上事故灾害报告，全省安全生产形势总体平稳。 节日期间，为进一步做好风险研判，省安委办组织省教育厅、省公安厅、省自然资源厅、省住房城 乡建设厅、省文化和旅游厅等15个重点行业部门开展联合会商，精准识别道路拥堵、特种设备故障等核 心风险， ...

Summary of Qingniao Firefighting Conference Call Industry and Company Overview - **Company**: Qingniao Firefighting - **Industry**: Firefighting and Alarm Systems Key Points and Arguments 1. **Performance Outlook**: Qingniao Firefighting expects to reach a performance inflection point in Q4 2025, despite a 7% year-on-year decline in its commercial alarm and evacuation business due to a sluggish real estate market in the first half of the year. However, the gross margin has improved, and there is a growth in evacuation business orders in Q3 [2][4][5] 2. **Impact of New National Standards**: The implementation of new national standards has accelerated industry consolidation, leading to an 80% reduction in the number of alarm companies and over a 90% reduction in evacuation companies. This shift is expected to increase Qingniao's market share and gross margin as the new standards require higher product prices [2][6] 3. **Industrial Firefighting Business Growth**: The industrial firefighting sector is a significant growth area for Qingniao, particularly in data centers and energy storage, with year-on-year growth exceeding 50% and 90%, respectively. The company anticipates a revenue growth rate of around 30% in this segment [2][7] 4. **Overseas Market Potential**: Currently, overseas revenue accounts for less than 15% of total revenue, but the gross margin is 10 percentage points higher than domestic margins. With recent adjustments to the overseas team and market penetration in emerging regions, future growth in this area is promising [2][8] 5. **Remote Monitoring Business Potential**: The new remote monitoring business has significant potential, with the possibility of generating up to 5 billion in revenue if expanded to 100 cities. This service has a gross margin exceeding 60%, which could enhance overall profitability and performance elasticity for the company [2][9] 6. **Firefighting Robots as a Key Application**: Firefighting robots are seen as a rapidly deployable application due to strong market demand for safety and efficiency in hazardous environments. Qingniao's long-term technological accumulation positions it well to become a market leader in this field [10][11][12] 7. **Product Development and Future Plans**: Qingniao plans to achieve top domestic product performance within 1-2 years and aims to launch globally competitive products within 2-3 years. The company also intends to cover all application scenarios, including high-risk inspections and home safety, within 3-5 years [2][14] Additional Important Information - **Technological Edge**: Qingniao has developed the Zhu Huan series chip, which integrates fire detection capabilities and advanced communication technologies, enhancing the functionality of its firefighting robots [12][13] - **Recent Achievements**: Qingniao's firefighting robots participated in a national emergency exercise and received media coverage, showcasing their advanced capabilities [13]

Core Points - The article emphasizes the importance of safety measures during the National Day and Mid-Autumn Festival holiday, highlighting the need for effective risk management to ensure public safety and stability [1] Group 1: Safety Measures - The provincial government is focusing on enhancing safety responsibilities across various sectors, including transportation, tourism, and emergency response [1] - There is a call for thorough inspections and rectifications of potential hazards in crowded places and specific small venues [1] - The government aims to strengthen safety governance in industries such as chemicals, mining, firefighting, gas, construction, and maritime [1] Group 2: Emergency Preparedness - The article mentions the importance of weather forecasting and pre-positioning of emergency response teams and materials to handle significant weather events [1] - It stresses the need for effective traffic management and safety supervision to ensure smooth travel and consumer needs during the holiday [1] - The government is committed to maintaining food and drug safety standards while enhancing overall social security measures [1]

Core Viewpoint - The overall production safety incidents and fatalities in the province have shown a year-on-year decline, but the safety risks are increasing as the weather turns colder, necessitating enhanced safety measures for the fourth quarter [1] Group 1: Safety Incident Overview - The province has achieved a year-on-year "double decline" in the number of production safety incidents and fatalities [1] - The safety production situation is deemed not optimistic due to the combination of low temperatures, rain, snow, and freezing weather [1] Group 2: Safety Prevention Measures - The provincial safety committee has made a special deployment for safety prevention work in the fourth quarter [1] - All regions and departments are required to implement the safety production directives from the State Council and provincial government, and to learn from typical accidents [1] Group 3: Key Industry Regulation - Focused regulatory measures are to be taken in key industries such as construction, fishing vessels, tourism, transportation, fire safety, mining, hazardous chemicals, and fireworks [1] - Continuous promotion of a three-year action plan for fundamental safety production improvements is emphasized [1] Group 4: Emergency Preparedness - Regions and departments must enhance risk assessment and monitoring, and strictly implement control measures [2] - In the event of emergencies, timely reporting according to regulations is mandatory to prevent delays or false reports [2] - Emergency response teams must remain in a state of readiness, especially in key areas and critical locations [2]

Core Points - The meeting emphasized the responsibility of various levels and departments in ensuring safety during the National Day holiday and beyond [1] - A focus on risk assessment and management is crucial, particularly for key groups, time periods, and sectors [1] - The goal is to prevent risks, eliminate hidden dangers, and reduce accidents to maintain safety standards [1] Group 1: Safety Measures - There is a strong emphasis on enhancing safety management in critical industries such as transportation, chemicals, mining, firefighting, and construction [1] - The meeting calls for a comprehensive approach to safety that includes both fundamental and symptomatic measures to improve overall safety effectiveness [1] Group 2: Community Involvement - The importance of improving safety governance efficiency at the enterprise level is highlighted, along with the need for effective reporting channels for public and internal whistleblowing [1] - A community-based prevention and control framework is encouraged to enhance collective safety efforts [1] Group 3: Forest Fire Prevention - The meeting stresses the need for thorough inspections of fire hazards and the implementation of scientific and efficient responses to sudden fire incidents [1]

Core Points - The city held a meeting to discuss safety production and prevention measures ahead of the Mid-Autumn Festival and National Day holidays, emphasizing the need to implement safety protocols and address risks in various sectors [1] Group 1: Safety Production Overview - The overall safety production situation in the city has been stable this year, but certain industries still face significant risks [1] - The meeting highlighted the importance of recognizing the serious safety situation and maintaining a strong safety development mindset [1] Group 2: Action Plans and Responsibilities - All levels of government and departments are urged to implement detailed measures to enhance safety, including comprehensive inspections and addressing hidden dangers [1] - Focus areas include fire safety, transportation, cultural tourism, urban gas, industrial and trade sectors, hazardous chemicals, and mining, with an emphasis on maintaining industry safety standards [1] - There is a call for strengthened responsibility, increased supervision, and improved duty management to ensure the safety of people's lives and property, as well as social stability [1]

证券研究报告|行业研究周报 [Table_Date] 2025 年 09 月 28 日 [Table_Title] 稳增长方案发布，重点关注行业供给优化 [Table_Title2] 建筑材料 [Table_Summary] ►本周受益标的：（1）工信部等 6 部门联合发布《方案》，反 内卷下水泥行业自律加速，推荐华新水泥、海螺水泥等，上峰 水泥等受益；行业"反内卷"同步推进，光伏玻璃行业底部提 价，推荐旗滨集团，福莱特、信义光能等受益；防水顺应倡议 产品提价，推荐东方雨虹、科顺股份等；（2）龙头受益消防新 国标，消防机器人商业化助新成长，推荐消防报警龙头青鸟消 防；（3）受益于特种电子布超高景气，推荐中国巨石、中材科 技、国际复材等受益。（4）推荐经营韧性超预期，个股α强的 三棵树，推荐估值低位且具备高分红的伟星新材、兔宝宝等。 ►反内卷效果显现，水泥、玻璃价格趋势好转。（1）水泥： 本周全国水泥市场价格环比大幅攀升，涨幅为 1.5%。九月 底，受降雨和台风天气影响，水泥市场需求出现阶段性减 弱，全国重点地区水泥企业平均出货率环比下降约 2pct。 （2）浮法玻璃：本周国内浮法玻璃均价 1224.74 元/ ...

Core Insights - The fire situation in China is severe, with a continuous increase in firefighting and rescue demands, as evidenced by 552,000 reported fires in the first half of 2025, resulting in direct property losses of 4.08 billion yuan [1] - The integration of low-altitude drones in firefighting is becoming increasingly prevalent, providing rapid response and effective rescue capabilities in complex fire scenarios [1][6] - The low-altitude firefighting market in China is projected to reach 16.756 billion yuan in 2024, reflecting a year-on-year growth of 32.47% [1] Low-altitude Firefighting Industry Overview - Low-altitude firefighting utilizes drones and other low-altitude aircraft for fire monitoring and rescue, integrating technologies like 3D mapping and infrared thermal imaging for quick detection and efficient handling of fire incidents [4] - Key advantages of low-altitude firefighting include rapid response, real-time monitoring, and thermal imaging capabilities [5] Industry Policies - The rapid rise of low-altitude firefighting is supported by national policies aimed at enhancing low-altitude economic development, including various strategic plans and guidelines [9][10] Industry Chain - The low-altitude firefighting industry chain consists of upstream raw materials, key components, and technologies, with aluminum alloy being a significant material due to its lightweight and high-strength properties [11] - The industry chain includes system integration and manufacturing in the midstream, while downstream services cater to government firefighting departments and specialized firefighting service companies [11] Key Technologies - Critical technologies supporting low-altitude firefighting include flight control and navigation, communication and data link technologies, and artificial intelligence [8][9] - AI applications in low-altitude firefighting enhance decision-making and operational efficiency by enabling intelligent recognition and analysis of fire scenes [9] Market Dynamics - The low-altitude firefighting industry is characterized by a diverse and specialized competitive landscape, with key players including DJI, Qingniao Fire Protection, and Weihai Guangtai, among others [15] - These companies leverage their core competencies in flight platform development, payload integration, and firefighting system innovation to drive industry evolution [15] Future Trends - The low-altitude firefighting sector is expected to evolve towards deeper technological integration and increased intelligence, enhancing disaster response and decision-making capabilities [18] - Future systems will focus on multi-functional integration, adapting to various emergency scenarios beyond just firefighting [19] - Emphasis on system reliability and safety standards will be crucial as the scale of low-altitude firefighting operations expands [20]

Group 1 - Regulatory authorities across various regions have intensified efforts in product recall management, leading to improved product quality and consumer trust in the market [1][2] - Product recalls serve a deeper purpose beyond just retrieving defective products; they compel companies to take responsibility for product quality and consumer safety, guiding the industry towards healthier development [1][2] - Recent targeted recall actions, such as those for children's clothing, have significantly improved inspection pass rates and set a positive example for other industries to enhance quality through recalls [1][2] Group 2 - The scope of product recalls has expanded from primarily the automotive sector to include children's products, firefighting equipment, and medical devices, creating a safety net for consumers [2] - The traditional recall system faces challenges due to the rise of e-commerce, where long sales chains and batch traceability issues hinder effective recall execution [2][3] - There is an urgent need to establish a comprehensive quality safety traceability system that covers the entire production, distribution, and consumption chain to enhance the recall mechanism [2][3] Group 3 - Balancing strict enforcement of quality safety standards with reasonable flexibility for innovative industries is essential; companies should be allowed to use recalls to identify and rectify product flaws while ensuring consumer safety [3]

Group 1: Smart Firefighting - The global smart firefighting system market is rapidly expanding, driven by the integration of IoT, big data, cloud computing, AI, and 5G technologies[14] - Key trends include remote monitoring acting as the "cloud brain" for 24/7 intelligent alerts and firefighting robots serving as "ground troops" for high-risk scenarios[3] - Qingniao Firefighting is entering the remote monitoring and firefighting robot sectors, establishing a new growth curve with its integrated service model[3][17] Group 2: AI in Grassroots Healthcare - The national health strategy prioritizes enhancing grassroots healthcare service capabilities, aiming for full coverage of basic medical services by 2027[19] - AI technology is increasingly seen as a solution to address issues like staff shortages and low technical levels in grassroots healthcare institutions[20] - Kangzhong Medical is actively investing in AI+ grassroots healthcare, forming strategic partnerships and launching community health service initiatives[21][22] Group 3: Market Performance - This week, the small-cap indices such as CSI 1000 and CSI 500 outperformed large-cap indices like SSE 50, with Qingdao Firefighting and Xinquan Co. leading in stock performance[5][24] - The average discount rate for new share placements was 14.2%, with an average yield of 17.1% this week[5][11]