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调研速递|碧水源接待中信证券等6家机构调研 工业污水项目落地超3亿 盐湖提锂、医药膜业务加速推进
Xin Lang Cai Jing· 2025-11-28 09:43
Core Viewpoint - The company, Beijing Biyuan Technology Co., Ltd., is focusing on high-quality development and strategic transformation in the environmental technology sector, emphasizing its comprehensive business layout in water treatment and related fields [1][2]. Group 1: Business Overview and Strategic Transformation - The company has a full industry chain layout in water treatment, with core technologies including microfiltration, ultrafiltration, nanofiltration, and reverse osmosis [1]. - The strategic shift is from "large investment, large projects, large growth" to "high innovation, high intelligence, high environmental value," guided by the "12256" strategy to enhance the proportion of high value-added businesses [2]. Group 2: Industrial Wastewater Treatment Progress - The company has made significant breakthroughs in industrial wastewater treatment, recently winning two major projects in Northeast China with a total value exceeding 3 billion yuan [3]. - Specific projects include a 1.52 billion yuan industrial wastewater treatment project in Liaoning and a 1.98 billion yuan total contracting project in Liao Yuan, focusing on pharmaceutical and chemical enterprises [3]. Group 3: Lithium Extraction from Salt Lakes - The company has transitioned from research to project expansion in lithium extraction from salt lakes, developing specialized adsorbents and establishing partnerships with companies like Zijin Mining [4]. Group 4: Pharmaceutical Membrane Business - The pharmaceutical membrane business aims to create new advantages in life and health separation and purification, focusing on protein separation and virus removal [5]. - Recent breakthroughs include developments in four product categories, with support from the Beijing Science and Technology Commission for virus removal membrane products [5]. Group 5: Accounts Receivable Management - The company is addressing accounts receivable pressures through tailored strategies for loss-making entities, establishing special teams for debt recovery, and participating in local government debt resolution efforts [6]. - The company reports gradual improvements in debt recovery outcomes and aims to enhance core competitiveness through technological innovation and industrial integration [6].
碧水源(300070) - 2025年11月27日投资者关系活动记录表
2025-11-28 09:02
Group 1: Company Overview and Core Business - Beijing BWS Technology Co., Ltd. specializes in environmental protection and water treatment, with a comprehensive layout in the water treatment industry [2] - The company has developed core advantages in membrane material research, equipment manufacturing, and digital water management, holding proprietary technologies in microfiltration, ultrafiltration, nanofiltration, and reverse osmosis [2] - BWS operates advanced membrane production bases in Beijing and Tianjin, with a capacity of 20 million square meters for microfiltration/ultrafiltration membranes and 19 million square meters for nanofiltration/reverse osmosis membranes annually [2] Group 2: Strategic Development and Business Focus - The company is implementing the "12256" strategy to enhance operational quality and efficiency, focusing on high-value-added business segments [3] - BWS aims to transition from "large investment, large projects, large growth" to "high innovation, high intelligence, high environmental quality" [3] - The company is expanding into high-value sectors such as industrial water treatment, seawater resource utilization, and lithium extraction from salt lakes [3] Group 3: Recent Project Developments - In the industrial wastewater treatment sector, BWS has secured projects in Northeast China, including a 1.52 billion yuan project in Liaoning with a 40-year concession period [3] - The company also won a 1.98 billion yuan total contracting project in Liaoyuan, focusing on pharmaceutical and chemical enterprises [3] - A project in Shandong for upgrading and expanding capacity was valued at 66.9 million yuan, aimed at better water resource utilization [3] Group 4: Innovations in Health Sector - BWS is developing a pharmaceutical membrane business, focusing on protein separation and virus removal, aligning with national bio-economy strategies [4] - The company has formed a dedicated team for biopharmaceutical membrane development, achieving breakthroughs in four product categories, including ATF perfusion series and virus removal membranes [4] Group 5: Financial Management and Accounts Receivable - BWS is addressing pressures from accounts receivable, a legacy of previous expansive growth, and is implementing measures to improve collection [5] - The company has established a special team for debt recovery and is actively participating in local government debt resolution efforts [5] - Recent measures have shown gradual improvement in accounts receivable recovery [5]
碧水源大宗交易成交203.52万元
Zheng Quan Shi Bao Wang· 2025-11-27 11:41
进一步统计,近3个月内该股累计发生3笔大宗交易,合计成交金额为527.23万元。 | 成交量 | 成交金额 | 成交价格 | 相对当日收盘折 | 买方营业部 | 卖方营业部 | | --- | --- | --- | --- | --- | --- | | (万股) | (万元) | (元) | 溢价(%) | | | | 48.00 | 203.52 | 4.24 | 0.47 | 光大证券股份有限公司宁 | 光大证券股份有限公司宁 | | | | | | 波柳汀街证券营业部 | 波柳汀街证券营业部 | 证券时报·数据宝统计显示,碧水源今日收盘价为4.22元,下跌0.24%,日换手率为0.47%,成交额为 6682.67万元,全天主力资金净流出206.74万元,近5日该股累计下跌5.17%,近5日资金合计净流出 4776.30万元。 (文章来源:证券时报网) 两融数据显示,该股最新融资余额为7.80亿元,近5日减少828.08万元,降幅为1.05%。 据天眼查APP显示,北京碧水源科技股份有限公司成立于2001年07月17日,注册资本362420.9363万人 民币。(数据宝) 碧水源11月27日大宗交易平 ...
碧水源(300070) - 关于召开2025年第二次临时股东会的提示性公告
2025-11-26 09:42
证券代码:300070 证券简称:碧水源 公告编号:2025-069 北京碧水源科技股份有限公司 关于召开 2025 年第二次临时股东会的提示性公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整,没有虚假 记载、误导性陈述或重大遗漏。 北京碧水源科技股份有限公司(以下简称"公司")第六届董事会第十八次 会议决定于 2025 年 12 月 1 日(星期一)召开 2025 年第二次临时股东会,会议 通知已于 2025 年 11 月 15 日在中国证监会指定创业板信息披露媒体上进行公告。 6. 会议的股权登记日:2025 年 11 月 24 日(星期一) 7. 出席对象: (1)截至 2025 年 11 月 24 日(星期一)下午收市时在中国证券登记结算有 本次会议将采取现场与网络相结合的投票方式,根据相关规定,现将会议有 关事项再次提示如下: 一、召开会议基本情况 1. 股东会届次:2025 年第二次临时股东会 2. 股东会的召集人:董事会 3. 本次会议的召集、召开符合《中华人民共和国公司法》《深圳证券交易所 创业板股票上市规则》《深圳证券交易所上市公司自律监管指引第 2 号—创业板 上市公司规范运 ...
碧水源:合同资产的类型均为已完工未结算
Zheng Quan Ri Bao· 2025-11-24 08:10
(文章来源:证券日报) 证券日报网讯碧水源11月24日在互动平台回答投资者提问时表示,公司合同资产的类型均为已完工未结 算,与业主结算只确认收款权,现金未到账,故计为应收账款。后续会及时按照合同条款与业主协调应 收账款资金回收。公司高度重视,并会多措并举加大应收账款催收力度,积极回笼资金。 ...
碧水源:碧水源旗下华特源的钛系吸附剂适配项目碱性盐湖,对锂的选择性及回收效率较高
Mei Ri Jing Ji Xin Wen· 2025-11-24 06:40
碧水源(300070.SZ)11月24日在投资者互动平台表示,公司通过出售膜设备及吸附剂参与相关项目。 碧水源旗下华特源的钛系吸附剂适配项目碱性盐湖,长期工业化运行中性能较好,对锂的选择性及回收 效率较高。盐湖专用纳滤膜离子分离效果、运行稳定性与使用寿命符合要求。"原卤直接提锂"工艺路径 无需传统盐田晾晒,优化占地、周期与投资,系统稳定且为行业提供可复制模式。 (文章来源:每日经济新闻) 每经AI快讯,有投资者在投资者互动平台提问:最近碳酸锂现货和期货价格不断暴涨,贵公司的盐湖 提锂业务收益如何? ...
碧水源(300070.SZ):核心业务为膜技术研发与应用,拥有超600项专利
Ge Long Hui· 2025-11-24 00:41
Core Viewpoint - The company, Beishuiyuan, is a high-tech enterprise listed on the ChiNext board, focusing on membrane technology research and application, with over 600 patents [1] Company Overview - Beishuiyuan is recognized as a high-tech enterprise on the ChiNext board [1] - The core business of the company revolves around the research and application of membrane technology [1] - The company holds more than 600 patents, indicating a strong emphasis on innovation and intellectual property [1]
碧水源举办2025新品发布会
Zheng Quan Ri Bao Wang· 2025-11-23 09:47
Core Insights - The forum highlighted the importance of functional membrane materials as a key component of China's strategic emerging industries, with the total output value of the membrane industry expected to reach 800 billion yuan by 2030 [1] Industry Overview - In 2024, China's membrane industry is projected to achieve a total output value of 482.2 billion yuan, accounting for approximately 29% of the global market [1] - The development of membrane technology is anticipated to be driven by both technological innovation and practical application, emphasizing the need for deep collaboration between industry, academia, and research [1] Company Developments - Beijing Water Source Technology Co., Ltd. (碧水源) introduced four innovative products at the event, including the macro-pulse MBR membrane module (MBRU5.0), a smart water management system, a high-efficiency porous adsorbent, and a hollow fiber membrane column for health separation and purification [1] - The company's chairman, Huang Jianglong, emphasized the commitment to making wastewater treatment more energy-efficient, enhancing smart water operations, effectively utilizing water resources, and ensuring health safety [1]
碧水源2025新品盛会:中国膜工业与水务行业“新质力量”的耀眼呈现与未来邀约!
Zhong Guo Jing Ji Wang· 2025-11-23 02:31
Core Insights - The forum and product launch event focused on the theme "Membrane Power Drives Intelligent Value New Ecology," highlighting advancements in membrane technology and its applications in various sectors [1][3]. Industry Overview - The membrane industry in China has achieved significant growth, with a total output value of 482.2 billion yuan in 2024, accounting for approximately 29% of the global market [5]. - The industry is projected to reach a total output value of 800 billion yuan by 2030, indicating a strong growth trajectory [5]. Technological Advancements - The event showcased four innovative products from Beijing Water Source Technology Co., Ltd., emphasizing green, intelligent, and value-driven solutions [11]. - The Macro Pulse MBR Membrane Module (MBRU5.0) features high energy efficiency, high flux, and long lifespan, with a stable operating flux of 35 LMH and energy consumption below 0.05 kWh/m³ [12]. - The Smart Water Management System integrates real-time monitoring and AI analysis to enhance operational efficiency and reduce costs [14]. - The Special Separation Ultra-High Efficiency Adsorbent targets lithium extraction and fluoride removal, demonstrating significant advancements in material innovation [16][17]. - The Hollow Fiber Membrane Column for biopharmaceutical applications aims to address high-end separation challenges, with successful applications in clinical trials for vaccines [19][21]. Strategic Collaborations - The event concluded with strategic partnerships formed between Beijing Water Source and ten companies across various sectors, including municipal water services and biomedicine, to foster future industry development [25][27]. Future Directions - Industry leaders emphasized the need for continued innovation and collaboration between academia and industry to drive the next phase of growth in membrane technology [23]. - The focus will be on developing more precise membrane materials and smarter systems to address water resource challenges and promote sustainable development [23].
碧水源发布四款重磅创新产品
Zheng Quan Shi Bao Wang· 2025-11-22 14:25
Core Insights - The forum highlighted the advancement of membrane technology in China, transitioning from a "follower" to a "leader" in certain areas, with a focus on sustainable development and resource recovery [2] - The total output value of China's membrane industry reached 482.2 billion yuan in 2024, accounting for approximately 29% of the global market, and is projected to reach 800 billion yuan by 2030 [2] Group 1: Innovative Products - The company introduced four innovative products aimed at enhancing water treatment efficiency and sustainability [3][4][5][6] - The Macro Pulse MBR Membrane Module (MBRU5.0) features high energy efficiency, high throughput, and low energy consumption, with a stable operating flux of 35 LMH and energy consumption below 0.05 kWh/m³ [3] - The Membrane Cloud Smart Water System utilizes data-driven technology for real-time monitoring and AI analysis, transitioning water treatment from experience-based to data-driven approaches [4] - The Special Separation Ultra-High Efficiency Porous Adsorbent targets lithium extraction from salt lakes and deep defluorination, achieving an adsorption capacity of ≥2.5 g/L and reducing operational costs by 40% [5] - The Hollow Fiber Membrane Column for life and health separation offers various filtration precisions and is made from medical-grade materials, suitable for high-end applications like vaccine preparation and artificial organs [6] Group 2: Industry Collaboration and Future Directions - Experts at the roundtable emphasized the need for dual-driven development of technological innovation and practical application in membrane technology [6] - The company aims to enhance energy efficiency in wastewater treatment, promote intelligent water operations, and ensure effective resource utilization for health and safety [7]