Core Viewpoint - The company, established in 2004 and listed in 2021, is a leading provider of wastewater resource recycling and advanced water treatment solutions in China, with a focus on core technologies and full industry chain service capabilities [1] Group 1: Business Performance - In Q3 2025, the company's revenue was 728 million yuan, ranking 28th out of 51 in the industry, while the industry leader, Chuangshuo Environmental, reported revenue of 13.453 billion yuan [2] - The company's net profit for the same period was 108 million yuan, ranking 21st in the industry, with the top performer reporting a net profit of 1.908 billion yuan [2] Group 2: Financial Ratios - As of Q3 2025, the company's debt-to-asset ratio was 36.17%, an increase from 33.87% year-on-year, which is lower than the industry average of 49.82% [3] - The company's gross profit margin in Q3 2025 was 28.67%, down from 33.31% year-on-year, and also below the industry average of 32.13% [3] Group 3: Executive Compensation - The chairman, Quan Qiuhong, received a salary of 853,700 yuan in 2024, an increase of 50,600 yuan from 2023 [4] - The general manager, Zhang Jianfei, earned 941,200 yuan in 2024, which is an increase of 171,300 yuan from the previous year [4] Group 4: Shareholder Information - As of September 30, 2025, the number of A-share shareholders increased by 10.95% to 15,100 [5] - The average number of circulating A-shares held per shareholder decreased by 9.87% to 12,900 [5]

Core Viewpoint - The company reported a strong rebound in Q3 performance, indicating potential improvement for the full year. In the first three quarters of 2025, the company achieved operating revenue of 728 million yuan, a year-on-year increase of 11.42%, while net profit attributable to shareholders was 106 million yuan, a year-on-year decrease of 31.40% [2] Group 1: Q3 Performance - The Q3 single-quarter performance showed significant growth, with operating revenue reaching 283 million yuan, a year-on-year increase of 134.20%, and net profit attributable to shareholders of 56 million yuan, a year-on-year increase of 196.29% [2] - The substantial growth in Q3 was primarily driven by the reversal of accounts receivable impairment and accelerated revenue recognition, effectively reversing the negative growth trend observed in the first half of the year [2] Group 2: Traditional Water Business - The company is steadily advancing its traditional water treatment projects, which serve as a performance "safety cushion." By the end of the reporting period, inventory increased to 303 million yuan, mainly due to the rise in unfinished projects [2] - Contract assets rose to 51 million yuan, reflecting an increase in completed but unsettled assets, indicating ongoing project execution [2] - The company plans to raise 1 billion yuan through a targeted stock issuance to enhance water supply capacity in Kashgar and support wastewater treatment plant construction, solidifying its market position in the water sector [2] Group 3: Mineral Resource Development - The company is strategically focusing on mineral resource development, having obtained exploration rights for multiple mineral resources in Xinjiang, including copper and lithium [3] - The company has identified several promising mineral points, which provide a solid foundation for future resource development [3] - R&D investment reached 45.79 million yuan in the first three quarters of 2025, a significant year-on-year increase of 142.03%, driven by the establishment of a lithium extraction research base in Tibet [3] Group 4: Profit Forecast - The company is expected to achieve operating revenues of 1.131 billion yuan, 1.335 billion yuan, and 1.590 billion yuan for 2025-2027, with year-on-year growth rates of 8.66%, 18.08%, and 19.09% respectively [4] - Net profit attributable to shareholders is projected to be 144 million yuan, 230 million yuan, and 289 million yuan for the same period, with growth rates of 7.75%, 60.10%, and 25.56% respectively [4] - Based on the closing price on October 27, 2025, the corresponding PE ratios are expected to be 41.73, 26.06, and 20.76, with EPS of 0.35, 0.56, and 0.71 yuan [4]

Core Insights - Beijite (300774.SZ) released its Q3 2025 report on October 28, 2025, indicating a total of 4 institutional investors holding shares, amounting to 6.5927 million shares, which represents 1.61% of the total share capital [1] - The institutional holding ratio increased by 0.88 percentage points compared to the previous quarter [1] Institutional Investors - The institutional investors include the National Social Security Fund 118 Portfolio, YaoKang Private Fund (Hangzhou) Co., Ltd., Shenzhen Chuangfu Zhaoye Financial Management Co., Ltd., and BARCLAYS BANK PLC [1] - The total institutional holding ratio is now at 1.61% [1] Public Funds - In this period, 38 public funds were disclosed, including notable funds such as GF CSI 300 Index Enhanced A, GF Baifa 100 Index A, Guojin Quantitative Multi-Factor A, and Huaxia Zhisheng New Star Stock A [1] Social Security Fund - One new disclosure from the social security fund was made, specifically from the National Social Security Fund 118 Portfolio [1] Foreign Investment - One new foreign institutional investor disclosed its holdings, which is BARCLAYS BANK PLC [1]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, indicating strong financial performance [1] Financial Performance - The company achieved a revenue of 283,147,488.90 yuan in the third quarter of 2025, representing a year-on-year growth of 134.20% [1] - The net profit attributable to shareholders was 56,250,794.21 yuan, showing a year-on-year increase of 196.29% [1]

Core Insights - The company reported a significant increase in revenue and net profit for the third quarter of 2025, with a revenue of 283 million yuan, a year-on-year increase of 134.20%, and a net profit of 56.25 million yuan, up 196.29% year-on-year, indicating strong growth momentum [1] Group 1: Financial Performance - For the first three quarters of 2025, the company achieved a revenue of 728 million yuan, representing a year-on-year growth of 11.42%, and a net profit attributable to shareholders of 106 million yuan [1] - The third quarter alone saw a remarkable revenue increase, highlighting the company's robust performance in the water treatment sector [1] Group 2: Strategic Developments - The company continues to focus on industrial wastewater resource recycling, leveraging proprietary technologies such as high-salinity wastewater zero-discharge and efficient reuse processes to provide customized solutions [1] - The completion of a significant seawater desalination project for Wanhua Chemical marks a milestone in the company's expansion into high-end water treatment [1] Group 3: Market Opportunities - The company has secured contracts worth 1.41 billion yuan for wastewater resource projects in Xinjiang, which is expected to provide a stable order source due to the region's coal chemical industry expansion [2] - The company plans to raise 1 billion yuan through a private placement to support water supply and wastewater treatment projects, reinforcing its leading position in the industrial water treatment sector [2] Group 4: Growth Strategy - The company is advancing its "environmental protection + mineral development" strategy, with significant progress in mineral exploration rights in Xinjiang, including copper, lithium, and lead-zinc [2] - The alignment of national policies promoting industrial wastewater recycling and the growing demand for mineral resources supports the company's strategic initiatives [3] - The company aims to capitalize on the dual carbon opportunity and promote green development, focusing on various sectors including coal chemical, petroleum chemical, and seawater desalination [3]

Core Viewpoint - The company reported a revenue increase of 11.42% year-on-year for the first three quarters of 2025, but net profit decreased by 31.40% [1] Financial Performance - The company's operating revenue for the first three quarters reached 728 million yuan [1] - Net profit attributable to shareholders was 106 million yuan, showing a year-on-year decline of 31.40% [1] - The net profit excluding non-recurring gains and losses was approximately 92.57 million yuan, down 35.83% year-on-year [1] - Basic earnings per share were 0.2591 yuan [1]

倍杰特集团股份有限公司 倍杰特集团股份有限公司（以下简称"公司"）第四届董事会第十三次会议于2025年10 月27日上午10:00在公司会议室以现场及通讯方式召开，会议通知已于2025年10月24日以邮 件、专人送达等方式向公司全体董事及高级管理人员发出。本次会议应出席董事9人，实际 出席董事9人,会议由董事长权秋红女士召集并主持，公司全体高级管理人员列席了本次会议。 本次董事会会议的召集、召开和表决程序符合《中华人民共和国公司法》、《中华人民共和 国证券法》等有关法律、行政法规、规章、规范性文件及《倍杰特集团股份有限公司章程》 的规定。 证券代码：300774 证券简称：倍杰特 公告编号：2025-057 倍杰特集团股份有限公司 第四届董事会第十三次会议决议公告 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。 一、董事会会议召开情况 二、董事会会议审议情况 1、审议通过《关于<2025年第三季度报告>的议案》 董事会经审议，认为《倍杰特集团股份有限公司2025年第三季度报告》符合法律、行政 法规、中国证券监督管理委员会（以下简称"中国证监会"）和深圳证 ...

Financial Performance - The company's revenue for Q3 2025 reached ¥283,147,488.90, representing a 134.20% increase year-over-year[5] - Net profit attributable to shareholders was ¥56,250,794.21, a significant increase of 196.29% compared to the same period last year[5] - The basic earnings per share (EPS) for the period was ¥0.1376, reflecting a 196.58% increase year-over-year[5] - Revenue for the reporting period reached ¥727.71 million, an increase of 11.42% compared to ¥653.11 million in the same period last year[11] - Net profit for the current period was ¥108,476,241.15, compared to ¥153,020,153.83 in the previous period, representing a decrease of approximately 29.2%[21] - The net profit attributable to the parent company shareholders was ¥105,907,529.36, a decrease from ¥154,384,186.11 in the previous period, representing a decline of approximately 31.2%[22] - The total comprehensive income amounted to ¥108,476,241.15, down from ¥153,020,153.83, indicating a decrease of about 29.2%[22] - The basic and diluted earnings per share were both ¥0.2591, compared to ¥0.3777 in the previous period, reflecting a decrease of approximately 31.2%[22] Assets and Liabilities - Total assets at the end of the reporting period amounted to ¥2,535,192,031.41, marking a 7.41% increase from the end of the previous year[5] - The company's total assets increased to ¥2,535,192,031.41 from ¥2,360,337,753.36, marking a growth of about 7.4%[19] - Current assets totaled ¥1,730,308,929.30, up from ¥1,508,485,676.45, reflecting an increase of approximately 14.7%[19] - The total liabilities increased to ¥917,077,324.83 from ¥777,084,563.64, indicating a rise of about 18%[19] - The company's equity attributable to shareholders increased to ¥1,507,539,717.71 from ¥1,483,384,920.35, reflecting a growth of approximately 1.6%[19] Cash Flow - The company's cash flow from operating activities showed a net outflow of ¥44,880,694.73 year-to-date, indicating a need for improved cash management[5] - Net cash flow from operating activities decreased significantly by 160.86%, resulting in a net outflow of ¥44.88 million compared to an inflow of ¥73.75 million in the previous year[11] - Cash inflows from operating activities totaled ¥650,057,478.44, an increase from ¥483,214,059.74, representing a growth of about 34.6%[24] - The net cash flow from operating activities was negative at -¥44,880,694.73, compared to a positive ¥73,745,872.42 in the previous period[24] - Net cash flow from investing activities saw a dramatic decline of 206.96%, with a net outflow of ¥184.68 million compared to ¥60.17 million in the prior year[11] - The net cash flow from investment activities was -¥184,680,762.84, worsening from -¥60,165,402.21 in the previous period[24] - Cash inflows from financing activities were ¥88,611,587.40, compared to ¥21,728,686.24 in the previous period, indicating a significant increase of approximately 307.5%[25] - The net cash flow from financing activities was -¥23,413,390.57, an improvement from -¥292,814,995.26 in the previous period[25] - The ending cash and cash equivalents balance was ¥102,813,231.71, up from ¥57,116,938.93, showing an increase of approximately 80.0%[25] Operational Metrics - The company's accounts receivable increased to ¥749,019,467.48, up 29.54% from the previous year, primarily due to project acceptance increases[9] - Inventory levels rose to ¥302,717,804.50, a 3.91% increase, attributed to unfinished projects at the reporting period's end[10] - The company reported a decrease in long-term receivables, down 2.49% to ¥4,084,282.35, due to reclassification to accounts receivable[10] - The company's short-term borrowings increased significantly to ¥67,750,290.30, reflecting a 2.03% rise, indicating higher financing needs[10] - Contract liabilities decreased by 1.01% to ¥232,326,332.47, primarily due to pre-receipts for project payments[10] Research and Development - Research and development expenses surged by 142.03% to ¥45.79 million, driven by increased investment in lithium extraction technology[11] - Research and development expenses for the current period were ¥45,786,617.25, significantly higher than ¥18,917,386.26 in the previous period, representing an increase of approximately 142.3%[21] Shareholder Information - The total number of common shareholders at the end of the reporting period was 15,062[13] - The largest shareholder, Quan Qiuhong, holds 40.38% of the shares, amounting to 165,075,304 shares[13] Future Plans - The company plans to raise ¥1 billion through a private placement of up to 12.26 million shares to fund water supply and sewage treatment projects in Kashgar[15] - The company has appointed new executives, including Zhang Teng as the financial director and board secretary, and Quan Siying as the vice chairperson of the board[16]

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：2025-056 倍杰特集团股份有限公司 关于完成董事变更及选举副董事长的公告 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。 倍杰特集团股份有限公司（以下简称"公司"）于2025年10月13日14:00召开2025年第 二次临时股东会，审议通过《关于变更第四届董事会非独立董事并调整薪酬与考核委员会成 员的议案》；于2025年10月13日16:30召开第四届董事会第十二次会议，审议通过《关于选 举第四届董事会副董事长的议案》。现将具体情况公告如下： 一、选举第四届董事会非独立董事、董事会专门委员会委员的情况 根据《中华人民共和国公司法》（以下简称《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作》 等法律法规、规范性文件及《倍杰特集团股份有限公司章程》（以下简称《公司章程》）等 有关规定，于2025年9月23日、2025年10月13日分别召开第四届董事会第十一次会议、2025 年第二次临时股东会，审议通过《关于变 ...

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：2025-054 1、本次股东会无变更、否决议案、或涉及变更前次股东会决议的情况。 2、本次股东会采取现场投票与网络投票结合的表决方式。 一、会议召开情况 1、召开时间： （1）现场会议时间：2025年10月13日14：00 （2）网络投票时间：2025年10月13日 其中，通过深圳证券交易所交易系统进行网络投票的具体时间为：2025年10月13日上午 9:15-9:25，9:30-11:30，下午13:00-15:00；通过深圳证券交易所互联网投票系统进行网络 投票的具体时间为：2025年10月13日上午9:15至下午15:00的任意时间。 倍杰特集团股份有限公司 2025年第二次临时股东会决议公告 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： 2、现场会议召开地点：北京经济技术开发区荣华中路8号院8号楼4层501公司会议室 3、召开方式：现场记名投票与网络投票相结合的方式 4、召集人：公司第四届董事会 5、主持人：董事长权秋红女士因公务出差无法现场出席并主持会议 ...