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倍杰特:核心水处理业务筑牢根基,“环保+矿产”打造第二增长曲线

Core Insights - The company reported a revenue of 445 million yuan and a net profit of 49.66 million yuan for the first half of 2025, indicating a solid financial performance [1] - The company is focusing on a strategy that integrates environmental protection with mineral resource development, aiming to create a green circular economy [1][4] Business Performance - The company is a leader in the industrial wastewater resource recycling sector, leveraging proprietary technologies to provide customized water treatment solutions [2][3] - The completion of a significant seawater desalination project marks a milestone in the company's high-end water treatment capabilities [2] Technological Advancements - The company has developed a smart operation and maintenance system that utilizes AI and big data to enhance efficiency and reduce operational costs [3] - The deployment of high-precision sensor networks and AI algorithms has led to over 90% automation in equipment operation, transitioning from manual inspections to an unmanned model [3] Strategic Developments - The company has secured contracts worth 1.41 billion yuan for wastewater resource recycling projects in Xinjiang, which is expected to provide substantial market opportunities [4] - A planned stock issuance aims to raise 1 billion yuan to fund water supply and wastewater treatment projects, further solidifying the company's market position [4] Mineral Resource Development - The company has made significant progress in mineral resource exploration, acquiring multiple exploration rights for copper, lithium, and lead-zinc in Xinjiang [5] - The integration of water resource utilization with mineral development is expected to support the company's growth strategy [6]