格隆汇1月12日丨倍杰特(300774.SZ)公布，公司与金诚信矿业管理股份有限公司（简称"金诚信"）于 2026年1月10日签订了《战略合作协议》。双方均为治理规范、决策高效、创新能力突出的上市民营企 业，拥有良好的品牌形象，在战略合作方面具有较强的互补性和兼容性。本着平等互利、协同发展的原 则，双方将依托在矿山资源开发领域的布局，深化资源开发产业链协同合作；通过资源开发或延伸业务 实现战略绑定，充分发挥双方资源与专业优势，促进共同发展，切实维护双方及全体股东的合法权益。 ...

3、本协议为双方开展战略合作的框架文件，不涉及具体金额，不构成关联交易，亦不 构成重大资产重组，无需提交公司董事会或股东会审议。 倍杰特集团股份有限公司 证券代码：300774 证券简称：倍杰特 公告编号：2026-001 倍杰特集团股份有限公司 关于签订战略合作协议的公告 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，不存在任何虚假记载、 误导性陈述或重大遗漏。 特别提示： 1、本协议为战略合作协议，是基于双方合作共识而达成的战略合作意向，后续合作内 容及进程以具体项目协议为准，敬请广大投资者注意投资风险。 2、本协议的签订对公司2026年度经营业绩不构成重大影响。 4、公司不存在最近三年已披露签订战略合作协议无进展或进展未达预期的情况。 一、概述 倍杰特集团股份有限公司（以下简称"公司"）与金诚信矿业管理股份有限公司（以下 简称"金诚信"）于2026年1月10日签订了《战略合作协议》（以下简称"本协议"）。双 方均为治理规范、决策高效、创新能力突出的上市民营企业，拥有良好的品牌形象，在战略 合作方面具有较强的互补性和兼容性。本着平等互利、协同发展的原则，双方将依托在矿山 资源开发领域的布局，深 ...

Core Viewpoint - The environmental governance sector experienced a rise of 1.11% on January 9, with Wuhan Tianyuan leading the gains, while the overall market indices also showed positive performance [1]. Group 1: Market Performance - The Shanghai Composite Index closed at 4120.43, up by 0.92% [1]. - The Shenzhen Component Index closed at 14120.15, up by 1.15% [1]. Group 2: Top Gainers in Environmental Governance Sector - Wuhan Tianyuan (301127) closed at 19.27, with a gain of 11.84% and a trading volume of 520,500 shares [1]. - Beijiete (300774) closed at 24.76, up by 11.13% with a trading volume of 304,900 shares [1]. - Donghu Gaoxin (600133) closed at 10.66, increasing by 9.90% with a trading volume of 1,382,400 shares [1]. - Hannes (688480) closed at 65.89, up by 8.51% with a trading volume of 38,500 shares [1]. - Jiarong Technology (301148) closed at 55.60, increasing by 7.86% with a trading volume of 87,700 shares [1]. Group 3: Market Outflows and Inflows - The environmental governance sector saw a net outflow of 124 million yuan from institutional investors and a net outflow of 379 million yuan from speculative funds, while retail investors contributed a net inflow of 504 million yuan [2][3]. - Donghu Gaoxin had a net inflow of 250 million yuan from institutional investors, but a net outflow of 178 million yuan from speculative funds [3]. - Beijiete experienced a net inflow of 78 million yuan from institutional investors, with a net outflow of 25 million yuan from speculative funds [3].

Market Performance - The environmental governance sector increased by 0.44% compared to the previous trading day, with Fuke Technology leading the gains [1] - The Shanghai Composite Index closed at 4083.67, up by 1.5%, while the Shenzhen Component Index closed at 14022.55, up by 1.4% [1] Top Gainers in Environmental Governance Sector - Fuke Technology (688335) closed at 30.95, with a rise of 9.17% and a trading volume of 82,100 shares, amounting to a transaction value of 247 million [1] - Qingshuiyuan (300437) closed at 18.52, up by 8.62%, with a trading volume of 552,800 shares and a transaction value of 1.024 billion [1] - Beijiete (300774) closed at 23.16, increasing by 8.48%, with a trading volume of 343,500 shares and a transaction value of 786 million [1] Top Losers in Environmental Governance Sector - Huaxin Environmental (301265) closed at 13.47, down by 5.07%, with a trading volume of 173,300 shares and a transaction value of 237 million [2] - Zhongzhi Holdings (603903) closed at 13.63, decreasing by 3.81%, with a trading volume of 222,300 shares and a transaction value of 311 million [2] - Shunkong Development (003039) closed at 16.99, down by 3.03%, with a trading volume of 514,000 shares and a transaction value of 886 million [2] Capital Flow Analysis - The environmental governance sector experienced a net outflow of 202 million from institutional investors, while retail investors saw a net inflow of 141 million [2] - The top stocks with significant net inflows from retail investors include Shanghai Xiba (603200) with a net inflow of 90.91 million [3] - Qingshuiyuan (300437) had a net outflow of 44.62 million from retail investors, indicating a shift in investor sentiment [3]

Group 1 - The core viewpoint of the article highlights the growth and export performance of China's water production and supply industry, indicating a positive trend in the sector [1] - In November 2025, the export value of the water production and supply industry reached 470 million yuan, representing a year-on-year increase of 1.6% [1] - From January to November 2025, the cumulative export value of the industry was 5.19 billion yuan, with a year-on-year growth of 0.7% [1] Group 2 - The article references various listed companies in the water industry, including Ba'an Water (300262), Energy Conservation Guozhen (300388), and others, indicating a diverse market landscape [1] - A report by Zhiyan Consulting titled "2026-2032 China Drinking Water Industry Market Special Research and Investment Prospects" is mentioned, suggesting ongoing research and analysis in the sector [1] - Zhiyan Consulting is described as a leading industry consulting firm in China, providing comprehensive industry research reports and tailored services to support investment decisions [1]

Company Performance - The stock price of Beijiete reached a historical high, increasing by 11.24% to 23.75 yuan, with a trading volume of 21.8 million shares and a transaction value of 493 million yuan, resulting in a turnover rate of 11.19% [2] - The latest total market capitalization of Beijiete in A-shares is 9.708 billion yuan, with a circulating market value of 4.628 billion yuan [2] - The company reported a revenue of 728 million yuan for the first three quarters, representing a year-on-year growth of 11.42%, while net profit was 106 million yuan, showing a year-on-year decline of 31.40% [2] Industry Overview - The environmental protection industry, to which Beijiete belongs, has an overall increase of 0.69%, with 103 stocks rising, including Beijiete, which ranks among the top gainers [2] - Other notable gainers in the industry include Qing Shui Yuan and Fu Jie Ke Ji, with increases of 12.96% and 6.17% respectively [2] - Conversely, 30 stocks in the industry experienced declines, with Huaxin Environmental, Zhongzhi Holdings, and Tongyuan Environment showing the largest drops of 3.38%, 2.26%, and 2.20% respectively [2] Financing Data - As of January 5, the margin trading balance for Beijiete was 284 million yuan, with a financing balance of 284 million yuan, reflecting an increase of 125 million yuan over the past 10 days, which is a 78.35% increase [2]

Summary of Baijete Company Conference Call Company Overview - Baijete operates through three business models: EP (Engineering Procurement), EPC (Engineering Procurement Construction), and BOT (Build-Operate-Transfer) [2][3] - The company focuses on environmental protection, particularly industrial wastewater treatment, serving clients in coal, coal chemical, electricity, and non-ferrous metals industries, including Fortune 500 companies [3] Financial Performance - In 2024, Baijete expects a net profit of 120 million yuan and total revenue of 1 billion yuan, with a projected growth rate of over 20% in 2025, leading to a net profit of over 250 million yuan [2][3] Strategic Acquisitions - Baijete has strategically acquired Wenyuan Nonferrous, gaining access to antimony resources with a total capacity of 2,000 tons, including the operational Xiaoxiban Antimony Mine and the Guannan Nadi Antimony Mine expected to resume production in March 2026 [2][5] - The acquisition of Dahao Mining has established a stable resource layout in southeastern Yunnan, with confirmed reserves in multiple medium-sized mines [2][6] Resource Reserves and Development Plans - Dahao Mining has confirmed reserves of 1.115 million tons of antimony with an average grade of 3.13%, 6.49 million tons of fluorite-tungsten, and 24.97 million tons of lead-zinc-copper [6] - Development plans include prioritizing the Xiaodong Replacement Project, expected to commence production in the first half of 2027, with total capital expenditure of approximately 150 million yuan [6][8] - The Red Shiyan project is planned to start construction by the end of 2026 and be operational by the end of 2027 [6] Project Specifics - The Xiaodong Replacement Project has favorable resource conditions with a grade of 3.13% and a maximum thickness of 12.88 meters, with a total capital expenditure of about 150 million yuan [4][8] - The project is expected to yield significant operational benefits, with current replacement prices exceeding 140,000 yuan per ton [8] Collaboration and Synergies - Baijete has established a partnership with Tibet Mining for lithium extraction from salt lakes, investing 200 million yuan to set up an experimental base, with profit-sharing arrangements post cost recovery [4][15] - Dahao Mining and Wenyuan Nonferrous are collaborating on resource utilization, sharing production capacity to enhance operational efficiency [12] Regulatory and Approval Processes - Dahao Mining is actively pursuing mining licenses for lead-zinc-silver-copper and tungsten, with expected approvals in 2025 and 2027 respectively [10][11] - The company is navigating increased regulatory scrutiny for tungsten mining but has received support from local authorities [11] Future Outlook - Baijete plans to issue 1 billion yuan in new shares in 2026 to support operational funding and environmental projects [7] - The company maintains a low debt ratio of 30%, with strong bank support for acquisitions and project financing [7] Additional Insights - The original controlling shareholder of Dahao Mining expresses a desire to retain some equity in the partnership, aiming for mutual benefits [9] - The company is committed to sustainable development and efficient resource management, ensuring a robust foundation for future growth [7]

证券之星消息，1月5日环境治理板块较上一交易日上涨1.59%，倍杰特领涨。当日上证指数报收于 4023.42，上涨1.38%。深证成指报收于13828.63，上涨2.24%。环境治理板块个股涨跌见下表： 从资金流向上来看，当日环境治理板块主力资金净流出3.86亿元，游资资金净流入3943.55万元，散户资 金净流入3.46亿元。环境治理板块个股资金流向见下表： | 代码 | 名称 | 主力净流入(元) | 主力净占比 游资净流入 (元) | | 游资净占比 散户净流入(元) | | 散户净占比 | | --- | --- | --- | --- | --- | --- | --- | --- | | 603200 | 上海洗蛋 | -4988.72万 | 6.75% | 2580.68万 | 3.49% | -7569.40万 | -10.23% | | 003039 顾控发展 | | 4663.22万 | 20.04% | -2423.11万 | -10.41% | -2240.10万 | -9.63% | | 603588 高能环境 | | 3511.20万 | 5.95% | -794.42万 | -1 ...

每经AI快讯，1月5日，盐湖提锂板块震荡走高，藏格矿业盘中创新高，盐湖股份涨停，倍杰特、亿纬 锂能、川恒股份、富临精工、盛新锂能跟涨。 （文章来源：每日经济新闻） ...

Core Viewpoint - The company, Beijite, has denied any plans to rename itself as a mining company, emphasizing its focus on industrial water treatment, high-salinity wastewater resource recycling, and mineral development, indicating a strategic synergy between "environmental protection and mineral development" rather than a shift to a single mining enterprise [1] Group 1 - Beijite has established a complete industrial chain layout for antimony mining, smelting, and recycling through acquisitions and integration [1] - Antimony, a strategic minor metal in China, is essential for key materials in satellite manufacturing and has irreplaceable roles in flame retardant applications, with growing demand in the commercial aerospace sector [1] - The market potential for antimony is vast, although Beijite has not yet engaged in business collaborations within the commercial aerospace field, and any related business developments will adhere strictly to information disclosure requirements [1]