证券代码：300774 证券简称：倍杰特 公告编号：2025-043 一、重要提示 本半年度报告摘要来自半年度报告全文，为全面了解本公司的经营成果、财务状况及未来发展规划，投 资者应当到证监会指定媒体仔细阅读半年度报告全文。 所有董事均已出席了审议本报告的董事会会议。 非标准审计意见提示 □适用 √不适用 董事会审议的报告期利润分配预案或公积金转增股本预案 □适用 √不适用 公司计划不派发现金红利，不送红股，不以公积金转增股本。 董事会决议通过的本报告期优先股利润分配预案 □适用 √不适用 二、公司基本情况 3、公司股东数量及持股情况 单位：股 ■ 持股5%以上股东、前10名股东及前10名无限售流通股股东参与转融通业务出借股份情况 □适用 √不适用 前10名股东及前10名无限售流通股股东因转融通出借/归还原因导致较上期发生变化 1、公司简介 ■ 2、主要会计数据和财务指标 公司是否需追溯调整或重述以前年度会计数据 □是 √否 ■ □适用 √不适用 公司是否具有表决权差异安排 □是 √否 4、控股股东或实际控制人变更情况 控股股东报告期内变更 公司报告期无优先股股东持股情况。 6、在半年度报告批准报出日存续的债 ...

Group 1 - The core point of the article is that Kunming Dianchi Water Co., Ltd., a subsidiary of Beijing Enterprises Water Group, announced a tender for the renovation and upgrade of the sewage treatment plant facilities in Kunming, with a budget of 74.73 million yuan [1] Group 2 - The project is titled "Design, Procurement, and Construction General Contracting (EPC) for the Renovation and Upgrade of the Sewage Treatment Plant Facilities in the Laoyuhe River, Kunming" [1] - Beijing Enterprises Water Group holds a 4.64% stake in Kunming Dianchi Water Co., Ltd. [1]

Group 1 - The company Beijiete (SZ 300774) held its fourth board meeting on August 28, 2025, to review the agenda including the "2025 Semi-Annual Report" and its summary [1] - For the year 2024, Beijiete's revenue composition is entirely from industrial wastewater treatment, accounting for 100.0% [1]

Core Insights - Hubei's urbanization rate has increased from 62.89% in 2020 to 66.35% in 2024, marking a new stable development phase in urbanization [1] - The province has implemented over 7,800 urban renewal projects with nearly 350 billion yuan invested, benefiting 2.7 million households [1][2] - Hubei is focusing on sustainable urban renewal, emphasizing the construction of "pocket parks" and improving public spaces [1][2] Urban Renewal Achievements - Over 10,000 elevators have been installed, and the complete community coverage rate has reached 30% [2] - 19 national historical and cultural districts have been updated, doubling the number of historical buildings to 4,455 [2] - Hubei has built 5,100 kilometers of greenways, increasing per capita park green space by 1.95 square meters [2] Financial Support and Mechanisms - Hubei has established a financing coordination mechanism for urban real estate, with 855 "white list" projects approved, amounting to 311.69 billion yuan in credit [3] - The province has implemented a planning and policy innovation approach to support urban renewal, including a comprehensive land space planning mechanism [3] City-Specific Initiatives - Wuhan has established a Housing and Urban Renewal Bureau, focusing on top-level design and system innovation, with a special plan for 2035 [4] - Yichang is innovating with a "resident-led renewal" model and an "efficiency-based sewage fee" mechanism, enhancing sewage collection rates [5] Future Directions - Hubei aims to shift from "investment in objects" to "investment in people" during the 14th Five-Year Plan, focusing on sustainable renewal and major project implementation [5][6]

格隆汇8月28日丨深水海纳(300961.SZ)公布2025年半年度报告，上半年公司实现营业收入1.66亿元，同 比下降19.93%；归属于上市公司股东的净利润-1567.62万元；归属于上市公司股东的扣除非经常性损益 的净利润-2910.06万元；基本每股收益-0.0884元。 ...

Group 1 - The core point of the article is the announcement of a tender for the renovation and upgrade of the Kunming Luolong River sewage treatment plant by Kunming Dianchi Water Co., Ltd., a subsidiary of Beijing Enterprises Water Group [1] - The project is categorized as an Engineering, Procurement, and Construction (EPC) tender with a budget amounting to 70.34 million yuan [1] - Beijing Enterprises Water Group holds a 4.64% stake in Kunming Dianchi Water Co., Ltd. according to the equity penetration data [1]

Core Viewpoint - The financial performance of Guozhong Water (国中水务) has declined in the first half of 2025, with a significant drop in revenue and a shift from profit to loss, primarily due to reduced wastewater treatment volumes and issues with its investment in Beijing Huiyuan Food and Beverage Co., Ltd. [1][2] Financial Performance - In the first half of 2025, Guozhong Water reported revenue of 77.0367 million yuan, a year-on-year decrease of 9.89% [1] - The net profit attributable to shareholders turned from a profit of 5.18 million yuan in the same period last year to a loss of 18.3176 million yuan [1] - The investment income from Zhuhai Wenshenghui, a key subsidiary, decreased by 1.7175 million yuan to 22.0661 million yuan, impacting overall profitability [2] Operational Metrics - The total wastewater treatment volume for the company was 36.4202 million tons, a year-on-year decrease of 10.45% [1] - The billed water volume was 44.7444 million tons, down 6.76% compared to the previous year [1] - The reduction in treatment volume was attributed to seasonal temperature variations and fluctuations in influent water quality, which led to a decrease in processed water to maintain output quality [1] Investment and Subsidiary Performance - Among the nine main subsidiaries listed in the financial report, only two reported positive net profits [2] - Guozhong Water holds a 36.486% stake in Zhuhai Wenshenghui, which indirectly gives it a 21.8916% stake in Beijing Huiyuan [2] - The operational improvement of Beijing Huiyuan in recent years had previously helped Guozhong Water return to profitability, but recent conflicts between Beijing Huiyuan and its major shareholder have raised concerns [2]

Core Viewpoint - Wuhan Holdings (600168) reported a steady performance in its 2025 semi-annual earnings, with significant growth in revenue and net profit, indicating a strong focus on technological innovation and sustainable practices [1][2] Financial Performance - The company achieved an operating revenue of 2.076 billion, representing a year-on-year increase of 14.76% [1] - Net profit attributable to shareholders reached 88.769 million, up 9.22% year-on-year, while the non-recurring net profit was 74.276 million, reflecting a 21.08% increase [1] Technological Innovation - Wuhan Holdings increased its R&D expenditure to 44.687 million, a rise of 45.64% year-on-year, demonstrating a commitment to technological advancement [1] - The company has established collaborations with various universities and research institutions to enhance the conversion of scientific achievements into practical applications [1] Environmental Initiatives - The company is actively involved in green circular economy initiatives, focusing on areas such as photovoltaic power generation, wastewater energy recovery, and sludge resource treatment [1] - Wuhan Holdings is enhancing water quality in Wuhan through its wastewater treatment operations and expanding the use of reclaimed water for ecological replenishment and urban greening [2] Market Recognition - In June, the company successfully issued its first phase of technology innovation perpetual corporate bonds, amounting to 1 billion, with a subscription multiple of 3.04, indicating strong market confidence in its growth prospects [2]

Group 1 - The core viewpoint of the article is that Xingrong Environment (SZ 000598) has provided insights into its business operations and revenue composition during an investor meeting held on August 28, 2025 [1] - For the first half of 2025, the revenue composition of Xingrong Environment is as follows: wastewater treatment accounts for 44.64%, the water supply industry accounts for 34.04%, leachate treatment from garbage accounts for 18.98%, and other industries account for 2.34% [1] - As of the report, the market capitalization of Xingrong Environment is 20.4 billion yuan [1]

Group 1 - The Tai'an Ecological Environment Bureau issued an administrative penalty list detailing environmental violations by two companies in May 2025 [1] - Feicheng Kanda Environmental Water Co., Ltd. was found to have a total nitrogen discharge concentration of 21.5 mg/l, exceeding the standard of 15 mg/l by 0.43 times, leading to a fine of 128,125.00 yuan [2] - Feicheng Shengli Salt Industry Co., Ltd. was penalized for discharging wastewater through an unauthorized pipe into the rainwater drainage system, resulting in a fine of 22,500.00 yuan [2] Group 2 - The publication of the administrative penalty list serves as a warning to other companies, encouraging them to prioritize environmental protection and reduce pollutant emissions [2]