11月27日，北京碧水源科技股份有限公司（证券代码：300070，证券简称：碧水源）在公司总部碧水源 大厦接待了特定对象调研。中信证券、中财招商投资集团、国中长城资管、北京含章私募基金、横琴财 东私募基金、深圳路演时代等6名投资者参与了本次调研，公司证券事务代表负责接待并就公司业务进 展、战略布局等问题与投资者进行了深入交流。 投资者活动基本信息投资者关系活动类别：特定对象调研时间：2025年11月27日（周四）15:00-17:00地 点：碧水源大厦参与单位名称：中信证券、中财招商投资集团、国中长城资管、北京含章私募基金、横 琴财东私募基金、深圳路演时代等6名投资者上市公司接待人员：公司证券事务代表 公司核心业务与战略转型：从"三大"到"三高"的高质量发展路径 调研中，公司首先介绍了整体业务布局。作为国内环保高科技企业，碧水源拥有水处理领域全产业链布 局，核心技术涵盖微滤、超滤、纳滤、反渗透全产业链膜技术，业务聚焦污水资源化、高品质饮用水、 海水淡化、工业零排、盐湖提锂五大领域。 产能方面，公司在北京、天津建有国际先进膜生产基地，在南京、昆明、无锡等地布局区域性膜装备制 造基地，具备年产微滤/超滤膜2000 ...

1 证券代码：300070 证券简称：碧水源 北京碧水源科技股份有限公司投资者关系活动记录表 编号：2025-008 | | ■特定对象调研 分析师会议 媒体采访 业绩说明会 | | --- | --- | | 投资者关系活动类别 | 新闻发布会 路演活动 现场参观 | | | 其他（年度股东大会） | | 参会人员 | 中信证券、中财招商投资集团、国中长城资管、北京含章私募基金、横琴财东 | | | 私募基金、深圳路演时代等 6 名投资者 | | 时间 2025 | 年 11 月 27 日 (周四) 15:00-17:00 | | 地点 | 碧水源大厦 | | 上市公司接待人员 | 公司证券事务代表 | | | 欢迎各位投资者来公司调研，因为有些投资者是刚关注公司，我们先简要 的介绍一下公司大背景，大家了解公司的一个初步情况后，我们再通过问答形 | | | 式进行交流。碧水源是专业从事环境保护及水处理业务的环保高科技企业，拥 | | | 有水处理领域全产业链布局。经过多年技术研发与创新积累，公司已形成集膜 | | | 材料研发、膜装备制造、膜工艺应用于一体及数字化水务运营两大核心优势， | | ...

Market Overview - The smart water management market in China is projected to reach 57.93 billion yuan in 2024, with an estimated growth to approximately 136.84 billion yuan by 2029, reflecting a compound annual growth rate (CAGR) of 18.74% from 2024 to 2029 [2] - Key drivers for the rapid growth of the smart water management market include improved water quality standards, the construction of smart cities, and the development of the digital economy [2] Strategic Initiatives - Zhuhai is implementing a series of initiatives such as strategic agreements, unveiling innovative platforms, and launching application scenarios to promote a "scene revolution" in the water management sector [2] - The first Water Technology Innovation Conference was held in Zhuhai, where Zhuhai Water Control Group signed cooperation agreements with Tianjin Sea Water Desalination and Comprehensive Utilization Research Institute and Beijing Beishuiyuan Technology Co., Ltd. to enhance water supply safety for citizens [2][3] Collaboration Focus - Zhuhai Water Control Group and Tianjin Sea Water Desalination Institute will collaborate in three main areas: seawater desalination and comprehensive utilization, industrial water treatment, and environmental governance [3] - The partnership aims to support the high-quality development and large-scale utilization of the seawater desalination industry, contributing to the innovation chain and industrial chain of Zhuhai's marine economy [3] Technological Development - The collaboration with Beijing Beishuiyuan focuses on five key areas: domestic production of seawater desalination equipment, seawater industry, high-quality drinking water, wastewater resource utilization, and industrial water treatment [3] - The long-term cooperation is expected to drive the development of upstream and downstream industries related to seawater desalination, creating more high-quality job opportunities and enhancing the living quality of citizens [3] Policy and Innovation - Zhuhai's Water Authority released the "Zhuhai Water Technology Application Scenario Demand List (2025)" to promote deep integration of water technology and the industrial chain, aiming to unlock market opportunities worth billions [4] - An open innovation model has been established to ensure that the demand list addresses real issues while guiding genuine innovation, involving data analysis, expert evaluations, and a public demand list to attract various innovative entities [4] Future Directions - Zhuhai will focus on optimizing smart water supply systems, urban flood prevention under extreme weather conditions, ensuring high-quality drinking water, and the intelligent construction and operation management of water facilities [4] - The city aims to continuously promote the integration of water technology innovation with public needs, transforming technological achievements into tangible benefits for citizens [4] Exhibition Highlights - The conference showcased over ten innovative technology/products, including comprehensive smart water solutions, AI-enabled drainage pipeline inspections, and digital twin technologies for multiple water scenarios [5] - Notable exhibits included intelligent dredging robots, smart pumping stations, and high-quality drinking water solutions, emphasizing practical applications in production and daily life [5]

Group 1: Wastewater Resource Utilization - Wastewater resource utilization is a core business area, focusing on membrane technology iteration and process innovation [2] - The fifth generation of MBR membrane modules has been developed, with significant breakthroughs in structure and nitrogen removal processes [2] - The Meixi Lake wastewater treatment plant, with a design capacity of 250,000 tons/day, is a representative project, recognized as a national green low-carbon benchmark [2] Group 2: Seawater Desalination - The company is expanding into seawater desalination, previously a minor focus, with current technology matching international leaders [3] - The reverse osmosis membrane products achieve a desalination rate of 99.8%, with annual production capacity reaching 3 million square meters [3] - The Bohai New Area integrated seawater utilization project has a total investment exceeding 500 million yuan, aiming to become a new model for seawater desalination in Hebei Province [3] Group 3: Salt Lake Resource Utilization - Salt lake resource utilization is a new focus area, with the development of specialized adsorbents and integrated technologies [4] - The company has launched projects in Tibet and Qinghai, including a lithium extraction project using titanium-based adsorbents [4] - Future plans include expanding from salt lakes to industrial resource recovery, addressing various raw materials [4] Group 4: Biopharmaceutical Applications - The company has entered the biopharmaceutical sector, developing membranes for protein concentration and virus removal [5] - A professional team has been established, achieving breakthroughs in hollow fiber membrane design and manufacturing [5] - Initial applications include projects in CAR-T cell therapy and traditional Chinese medicine, with high recovery rates reported [5]