On November 1, Bluebird Fire Fighting Up and Down Analysis: Fire Fighting, Xiong'an New Area Concept Hot Stock

Bluebird Fire Closed with a closing price of 34.87 yuan. The stock rose and fell at 10:00, opened the limit three times, and the closing order was 23.4718 million yuan, accounting for 0.39% of its circulating market value.

In terms of capital flow data, the net inflow of main funds on the day was 42.2236 million yuan, the net inflow of floating funds was 52.6307 million yuan, and the net outflow of retail funds was 14.7443 million yuan. A list of capital flows in the past 5 days can be found in the following table:

The stock is a hot stock for the concept of fire protection, Xiong'an New District, the concept of fire protection rose by 3.37% on the day, and the concept of Xiong'an New District rose by 1.11%.

The investment logic of the stock is as follows:

1. One of the largest, most complete and strongest fire protection product suppliers in China; the main fire safety system products, including automatic fire alarm and linkage control system, electrical fire monitoring system, automatic gas fire extinguishing system and gas detection and monitoring system, etc.; the company uses wireless sensing, cloud computing, big data and other technologies to create a "Blue Bird Fire Cloud" cloud platform solution; 19 years of fire safety product industry revenue of 2.239 billion yuan, accounting for nearly 100% of revenue

2. In June 2020, the interactive platform said that the company has participated in the construction of the Xiong'an Design Center Project and the Xiong'an New Area Builder's Home No. 2 Camp Project, and in the future, the company will continue to exert its competitive advantages in the field of fire electronic security and actively participate in the construction of smart cities in Xiong'an New District

From the perspective of financial situation, the third quarter report of BlueBird Fire 2021 shows that the company's main revenue is 2.576 billion yuan, up 53.44% year-on-year; net profit attributable to the mother is 375 million yuan, up 15.92% year-on-year; deducting non-net profit is 368 million yuan, up 30.68% year-on-year; among them, in the third quarter of 2021, the company's single-quarter main revenue is 1.18 billion yuan, up 41.3% year-on-year; single-quarter net profit attributable to the mother is 170 million yuan, down 4.41% year-on-year. In the single quarter, the non-net profit was 169 million yuan, up 8.9% year-on-year; the debt ratio was 33.7%, the investment income was -1.5274 million yuan, the financial expense was 10.6989 million yuan, and the gross profit margin was 39.2%.

The Securities Star Valuation Analysis Tool shows that Bluebird Fire (002960) has a good company rating of 3.5 stars, a good price rating of 3.5 stars, and a valuation comprehensive rating of 3.5 stars. A total of 7 institutions have given ratings and 7 buy ratings in the last 90 days of the stock; the average target price of institutions in the past 90 days is 40.0;

This article is compiled by the Securities Star Data Center based on publicly available data and does not constitute investment opinions or suggestions, if there are any problems in the text, please contact us.