青鳥消防(002960.SZ):地產行業不景氣對公司相關業務的影響總體可控
格隆匯5月30日丨青鳥消防(002960.SZ)於2023年5月30日14:50-17:00參與“2023年河北轄區上市公司投資者集體接待日活動”,交流環節中,就“今年地產行業不景氣,對公司的地產相關的消防業務會有多大的影響呢?主要應收賬款對應的企業的付款能力和意願如何?”,公司回覆稱,今年開年以來,總體經濟、行業整體呈恢復、回暖態勢,但仍復雜多變;公司住宅類相關房地產的消防業務在通用報警業務中佔比約35%-40%,且近年來隨着人們對於消防安全的重視程度逐漸提高,項目當中如電氣火災監控、防火門監控、消防設備電源監控、餘壓監控等子系統產品使用增加,地產行業不景氣對公司相關業務的影響總體可控。
公司亦將持續通過發揮體系化能力與優勢,重點關注收入結構和產品質量領域,在穩固以“通用消防報警+應急疏散”傳統業務基本盤的基礎之上,着力推進業務結構的優化,並深化以工業、海外、高端品牌為代表的業務架構建設,為未來3-5年實現“百億+”的規模持續發力;
同時公司持續加強應收類款項的催收和監控力度,進一步加大了對於經銷商回款KPI的考核比重:2023年Q1經營活動產生的淨現金流較去年同期大幅增長46.15%,與此同時我們在銷售商品、提供勞務收到的現金增速亦快於營收端的增速,應收類(應收票據+應收賬款+應收款項融資)的增速僅3.77%,回款整體取得了比較好的成效。
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