证券日报网讯 青鸟消防11月25日在互动平台回答投资者提问时表示，近期，公司与杭州云深处达成合 作协议，共同开启在消防机器人领域的深度协同合作，实现知识共享、联合研发、产业协同的战略目 标。双方合作事宜未达到《深圳证券交易所股票上市规则》要求的需履行信息披露义务的标准，故公司 通过官方公众号渠道在合作签署后完成了对外正式宣布。此前，青鸟消防已与云深处联合参与山西省五 台山国有林管理局举办的2025年度森林草原智能防灭火综合演练。演练过程中所用的"青鸟灵豹-应急救 援（灭火）机器人"，载具部分使用云深处产品。青鸟灵豹产品在演练中实现了从现场感知、数据分析 到精准灭火的完整闭环，从传感器到灭火装备，是青鸟消防全链条自主研发能力的集中体现，显著提升 了在复杂危险场景下的消防救援能力与安全性。未来双方将扎实推进在消防机器人领域的合作，加速机 器人在消防领域的商业化落地。 （编辑 王雪儿） ...

每经AI快讯，有投资者在投资者互动平台提问：科力恒在2023年和无人机厂家合作，开发出的一次喷 射量为5升的脉冲炮无人机目前进展怎么样了？ 青鸟消防（002960.SZ）11月25日在投资者互动平台表示，科力恒研发的5升脉冲炮技术可搭载在消防无 人机上，目前正在与无人机厂商推进合作研发。 （文章来源：每日经济新闻） ...

Core Insights - The company has established a clear layout in the field of firefighting robots, focusing on both application and research development [2] Group 1: Product Development - The company has successfully developed and deployed a large remote-controlled high-mobility firefighting robot for practical engineering applications, primarily serving high-risk areas such as power substations and petrochemical sites [2] - The company is steadily developing embodied intelligent robots, currently in a quadruped form, with initial prototypes formed to achieve autonomous task execution as a long-term goal [2] Group 2: Market Strategy - The company targets industrial clients with clear "machine substitution" needs while collaborating with emergency rescue units to co-develop solutions that accurately respond to frontline practical demands [2] Group 3: Technical Focus - The company emphasizes practical applications, specialized attachments, and intelligent algorithm development, collaborating with leading robot manufacturers to build an open and collaborative industrial ecosystem [2]

Core Viewpoint - The company has experienced rapid revenue growth in the energy storage fire protection business, with revenues increasing from approximately 11 million in 2022 to over 74 million in 2023, and projected to reach around 130 million in 2024 [2] Group 1: Revenue Growth - The company's revenue in the energy storage fire protection sector has seen significant growth, rising from about 11 million in 2022 to over 74 million in 2023 [2] - Projected revenue for 2024 is approximately 130 million, indicating a strong upward trend [2] Group 2: Market Position and Competition - The company is a key supplier in the domestic energy storage fire protection market, alongside major battery manufacturers like CATL and EVE Energy [2] - The industry is undergoing consolidation, with market share increasingly concentrated among leading companies with core technologies and cost control capabilities [2] Group 3: Future Development Strategy - The company is pursuing a dual-driven development strategy focusing on both domestic and overseas markets [2] - In the domestic market, the company aims to further increase market share alongside the rapid growth of the energy storage industry [2] - The company has obtained product certifications in certain countries or regions, laying the groundwork for future overseas expansion [2] Group 4: Profitability and Innovation - The company's gross margin has steadily improved due to continuous optimization of product solutions, refined supply chain management, and the release of scale effects [2] - The company is actively advancing innovative solutions that integrate fire protection with liquid cooling, with a current focus on applications in data center scenarios [2] Group 5: Management Outlook - The management team is optimistic about the long-term development of the energy storage sector and is confident in future market opportunities [2]

证券代码：300902 证券简称：国安达 国安达股份有限公司 投资者关系活动记录表 编号：2025-007 | | 特定对象调研 □ 分析师会议 | □ | | --- | --- | --- | | 投资者关系活动类 | 媒体采访 □ 业绩说明会 | □ | | 别 | 新闻发布会 路演活动 □ | □ | | | 现场参观 | □ | | | 其他（电话会议） | √ | | 参与单位名称及人 | 国联基金、中信建投 | | | 员姓名 | | | | 时间 | 2025 年 11 月 18 日 | | | 地点 | 电话会议 | | | 上市公司接待人员 | 董事会秘书洪清泉先生、证券事务代表叶惠敏女士 | | | 姓名 | | | | | 本次交流活动的主要问答情况： | | | | 1、请问公司今年储能业务能够实现快速增长吗？ | | | | 答：在储能消防业务领域，公司近年来营收实现快速增长，从 2022 | | | | 年的约 1,100 万元迅速提升至 2023 年的 7,400 多万元，并在 2024 年达到 | | | | 1.3 亿元规模。在市场格局与竞争力方面，公司是宁德时代、亿纬锂能 ...

证券日报网讯 11月14日晚间，青鸟消防（002960）发布公告称，截至公告日，公司不存在上市公司及 控股子公司对外担保情况，亦不存在逾期债务对应的担保、涉及诉讼的担保及因被判决败诉而应承担的 担保情况。 ...

Investment Rating - The investment rating for the company is "Accumulate" (maintained) [2] Core Views - The company experienced a revenue decline of 4.6% year-on-year in the first three quarters of 2025, with a net profit drop of 29.0% [7] - The domestic civil and commercial fire safety revenue decreased by 9.9% due to industry demand adjustments and intense price competition, while industrial and sector fire safety revenue increased by 4.6% [7] - The company is expected to see a turnaround in 2026, driven by new national standards and the exit of non-compliant small enterprises from the market, enhancing the market position of leading companies [7] - The introduction of fire-fighting robots is anticipated to contribute to future growth, as automation in inspection and firefighting becomes a trend [7] - The forecasted net profits for 2025-2027 are 4.17 billion, 5.49 billion, and 6.49 billion yuan, with corresponding EPS of 0.48, 0.63, and 0.74 yuan [7] Financial Performance - Revenue for 2023 is projected at 4,972 million yuan, with a growth rate of 0.99% in 2025 and 11.21% in 2026 [6][8] - The net profit for 2023 is estimated at 659 million yuan, with a significant decline of 46.42% expected in 2024 [6][8] - The company's PE ratio is projected to be 24.36x in 2025, decreasing to 15.65x by 2027 [6][8] Market Performance - The company's stock price closed at 11.60 yuan on October 29, 2025 [2] - The company has shown a market performance of -8% over the last 12 months compared to the CSI 300 index [4]

Group 1 - The core viewpoint of the article highlights the financial performance of Qingniao Fire Protection for the third quarter of 2025, indicating a decline in both revenue and net profit compared to the previous year [1] - The company's revenue for the first three quarters of 2025 is approximately 3.359 billion yuan, representing a year-on-year decrease of 4.6% [1] - The net profit attributable to shareholders of the listed company is about 238 million yuan, showing a significant year-on-year decline of 29.01% [1] - The basic earnings per share is reported at 0.2735 yuan, which is a decrease of 28.35% year-on-year [1] - As of the report, the market capitalization of Qingniao Fire Protection stands at 10.1 billion yuan [1] Group 2 - The article also mentions a broader market context, noting that the A-share market has surpassed 4000 points, marking a significant resurgence after a decade of stagnation [1] - It indicates that the technology sector is reshaping the market dynamics, leading to a new "slow bull" market pattern [1]

Core Viewpoint - The company reported a decline in both revenue and net profit for the third quarter and the first three quarters of the year, indicating potential challenges in its financial performance [1] Financial Performance - Third quarter revenue was 1.209 billion, a year-on-year decrease of 3.80% [1] - Third quarter net profit was 79.4748 million, a year-on-year decrease of 45.71% [1] - Revenue for the first three quarters was 3.359 billion, a year-on-year decrease of 4.60% [1] - Net profit for the first three quarters was 238 million, a year-on-year decrease of 29.01% [1]

Core Insights - Sichuan Huixin Runtai Fire Equipment Co., Ltd. has been established with a registered capital of 300,000 RMB, indicating a new player in the fire safety equipment industry [1] Company Overview - The legal representative of the company is Chen Xiaoyan [1] - The company’s business scope includes the sale of fire-fighting equipment, fire technology services, and various technical services such as consulting and development [1] - Additional activities include sales of security equipment, information system integration services, and safety system monitoring services [1] Business Activities - The company is involved in the sale of a wide range of products including fire prevention materials, labor protection supplies, traffic and public management signage, hardware products, and construction materials [1] - It also engages in the wholesale of electronic components, domestic trade agency, and sales of metal materials and products [1] - The company offers repair services for general and specialized equipment, as well as leasing of non-residential real estate and machinery [1] Regulatory Compliance - The company is required to obtain approval for certain projects before commencing operations, as indicated by the licensing requirements for construction engineering [1]