(倍) 30 - 30 35.66 31g94 28 67 26 26:06 23 0 -19.22 ွ် ခွဲ မွ -120 -150 -180 2022-06-30 2021-12-37 202-12-37 2021-06-30 2020-12-37 23-12-37 3-06-30 2n- -○- 公司 -○- 行业均值 中证智能财讯京源环保（688096）2月27日晚间披露2025年业绩快报，公司实现营业收入4.74亿元，同比下降0.49%；归母净利润亏损6686.5万元，上年同期 亏损2473.34万元；扣非净利润亏损7497.85万元，上年同期亏损3108.62万元；基本每股收益-0.29元，加权平均净资产收益率为-8.23%。以最新收盘价计算， 市净率（LF）约2.49倍，市销率（TTM）约4.26倍。 以本次披露业绩快报数据计算，公司近年市盈率（TTM）图如下所示： 近年来市盈率变化情况（倍） 100 ହ 90 80 77656 72d92 70 63 65 60 50 40 36.89 30 28-4 20 2022-12-37 | 2 10 0 2027-12-37 1 2020-12 ...

2月24日，万邦达涨5.53%，截至发稿，报8.97元/股，成交8824.57万元，换手率1.59%，总市值75.06亿 元。 资料显示，北京万邦达环保技术股份有限公司位于北京市朝阳区五里桥一街1号院非中心22号楼，成立 日期1998年4月17日，上市日期2010年2月26日，公司主营业务涉及为煤化工、石油化工、电力等下游行 业大型项目提供工业水处理系统全方位、全寿命周期专业服务;对给水、排水、中水回用及水处理系统 运营整体统筹,以专业技能节省水资源、土地资源,并降低系统运营成本;保温管设备的研发、生产及销 售。主营业务收入构成为：石油化工产品99.81%，其他(补充)0.19%。 从基金十大重仓股角度 数据显示，广发基金旗下1只基金重仓万邦达。广发睿恒进取一年持有期混合A（013607）四季度持有 股数12.92万股，占基金净值比例为0.82%，位居第五大重仓股。根据测算，今日浮盈赚取约6.07万元。 广发睿恒进取一年持有期混合A（013607）成立日期2022年2月8日，最新规模1.17亿。今年以来收益 8.1%，同类排名2167/8994；近一年收益37.4%，同类排名2734/8199；成立以来收益1 ...

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]

Core Viewpoint - The company, Beijite (300774), has no plans to rename itself as a mining company and continues to focus on industrial water treatment, high-salinity wastewater resource recycling, and mineral development, emphasizing a strategy that integrates "environmental protection and mineral development" rather than transitioning to a single mining enterprise [1] Group 1: Business Focus - The company's main business areas include industrial water treatment, high-salinity wastewater resource recycling, and mineral development [1] - The strategic layout of the company is centered around the synergy of "environmental protection and mineral development" [1] Group 2: Industry Position - The company has established a complete industrial chain layout for antimony mining, smelting, and recycling through acquisitions and integration [1] - Antimony, as a national strategic minor metal, has unique physical and chemical properties that make it essential in satellite manufacturing, key components of spacecraft, and space exploration technologies [1] Group 3: Market Demand - Antimony plays an irreplaceable role in three major fields: flame retardancy, infrared detection, and energy conversion [1] - The demand for antimony in the commercial aerospace sector is continuously growing, indicating a broad market space [1] - Currently, the company has not engaged in business cooperation within the commercial aerospace sector, and any related business progress will strictly adhere to information disclosure requirements [1]

Core Viewpoint - The company has no plans to change its name to a mining-focused entity, as it aims to maintain a strategic focus on industrial water treatment, high-salinity wastewater resource recycling, and mineral development, emphasizing a synergy between environmental protection and mining [1] Group 1: Business Focus - The company is primarily engaged in industrial water treatment, high-salinity wastewater resource recycling, and mineral development, with a strategic focus on "environmental protection + mineral development" [1] - The company has established a complete industrial chain for antimony mining, smelting, and recycling, positioning itself in a niche market [1] Group 2: Antimony Market - Antimony, classified as a strategic minor metal, has unique physical and chemical properties that make it essential in satellite manufacturing, key components of spacecraft, and space exploration technologies [1] - The demand for antimony in the commercial aerospace sector is continuously growing, indicating a broad market potential [1] Group 3: Business Development - Currently, the company has not engaged in any business collaborations within the commercial aerospace sector, and any future developments will adhere strictly to information disclosure requirements [1]

Group 1 - The "Jingyuan-King's Ecological Environment Scholarship" was established by Jingyuan Environmental Protection with a funding of 1 million yuan for 2024, aimed at supporting environmental research and encouraging innovation in environmental practices [2] - Seven outstanding students were recognized for their contributions to academic research and innovation during the scholarship award ceremony [2] - The scholarship initiative reflects Jingyuan Environmental Protection's commitment to fostering high-level technical talent for national ecological civilization construction through collaboration with educational institutions [1][2] Group 2 - The "Future Technology Forum" was launched at the award ceremony, featuring a keynote report by Jingyuan Environmental Protection's chairman, focusing on the latest trends in the industrial water treatment sector [3] - The company is exploring the integration of AI in environmental protection, emphasizing the importance of interdisciplinary talent in driving industry upgrades [3] - Jingyuan Environmental Protection aims to transform academic research into practical industrial applications through a systematic cultivation and long-term incentive mechanism [3] Group 3 - Jingyuan Environmental Protection, established in 1999, specializes in comprehensive water treatment solutions and has completed over 1,000 engineering projects across various industries [4] - The company's involvement in establishing academic scholarships and participating in industry-academia forums demonstrates its commitment to ESG responsibilities and maintaining core competitiveness through academic exchanges [4] - By continuously innovating and extending value, Jingyuan Environmental Protection is building a new paradigm for collaborative development between academia and industry, contributing to ecological protection efforts in China [4]

Group 1 - The core viewpoint of the news is that Wanbangda has shown significant trading activity and financial performance, with a notable increase in net profit despite a decrease in revenue [1][2]. Group 2 - On December 19, Wanbangda's stock rose by 1.21%, with a trading volume of 47.28 million yuan. The financing buy-in amount was 7.45 million yuan, while the financing repayment was 7.07 million yuan, resulting in a net financing buy of 0.39 million yuan [1]. - As of December 19, the total balance of margin trading for Wanbangda was 379 million yuan, which accounts for 6.29% of its market capitalization. This financing balance is above the 80th percentile level over the past year, indicating a high level [1]. - In terms of securities lending, on December 19, Wanbangda repaid 2,400 shares and sold 100 shares, with a selling amount of 750 yuan. The remaining securities lending volume was 59,800 shares, with a balance of 448,500 yuan, also exceeding the 90th percentile level over the past year [1]. Group 3 - Wanbangda, established on April 17, 1998, and listed on February 26, 2010, specializes in providing comprehensive industrial water treatment systems for large projects in coal chemical, petroleum chemical, and electric power industries. The main business revenue composition is 99.81% from petroleum chemical products [2]. - As of September 30, the number of shareholders for Wanbangda was 32,200, a decrease of 6.79% from the previous period, while the average circulating shares per person increased by 7.28% to 19,662 shares [2]. - For the period from January to September 2025, Wanbangda achieved an operating income of 1.784 billion yuan, a year-on-year decrease of 5.56%, while the net profit attributable to the parent company was 24.99 million yuan, a year-on-year increase of 390.47% [2]. Group 4 - Since its A-share listing, Wanbangda has distributed a total of 318 million yuan in dividends, with cumulative distributions of 25.10 million yuan over the past three years [3].

Core Viewpoint - The company Beijete has announced a restructuring plan involving the acquisition of a 55% stake in Wenshan Dahao Mining Development Co., Ltd. for approximately 225 million yuan, despite the target company not being profitable and having significant debt [1][3][6]. Group 1: Acquisition Details - Beijete's wholly-owned subsidiary plans to acquire the stake in Dahao Mining, which has not yet generated revenue and has a total debt of approximately 191 million yuan as of October 31 [1][6]. - The acquisition is intended to integrate the upstream and downstream of the industry chain, enhancing efficiency and risk resistance [4][5]. - Dahao Mining holds nine mining rights, including two mining rights and seven exploration rights, primarily for antimony, tungsten, and lead-zinc [3][4]. Group 2: Financial Performance - Beijete reported a revenue increase of 11.42% year-on-year for the first three quarters, totaling 728 million yuan, but net profit decreased by 31.4% to approximately 106 million yuan [8]. - The company has faced operational funding pressure, as indicated by its first-ever public offering plan to raise up to 1 billion yuan, with 100 million yuan earmarked for working capital [7][8]. - As of the end of the third quarter, Beijete had approximately 142 million yuan in cash [8].

Core Viewpoint - The company Beijiete announced a restructuring plan involving the acquisition of a 55% stake in Wenshan Dahao Mining Development Co., Ltd. for approximately 225 million yuan, despite the target company not being profitable and having significant debt [1][3][5]. Group 1: Acquisition Details - Beijiete's wholly-owned subsidiary plans to acquire the stake in Dahao Mining, which has not yet generated revenue and has a total debt of approximately 191 million yuan as of October 31 [1][6]. - The acquisition aims to integrate the upstream and downstream of the industry chain, enhancing efficiency and risk resistance [4][6]. - Dahao Mining holds nine mining rights, including two mining rights and seven exploration rights, primarily for antimony, tungsten, and lead-zinc [3][4]. Group 2: Financial Performance - Beijiete reported a revenue increase of 11.42% year-on-year for the first three quarters, totaling 728 million yuan, but its net profit decreased by 31.4% to approximately 106 million yuan [7]. - Dahao Mining's projected revenues for 2024 and the first seven months of 2025 are both zero, with net losses of approximately 16.5 million yuan and 12.9 million yuan, respectively [5][6]. Group 3: Debt Management - Following the acquisition, Beijiete's subsidiary plans to manage 105 million yuan of Dahao Mining's debt through a loan specifically for debt repayment, with the remaining debt transferred to the original owners [6]. - Beijiete has also initiated a fundraising plan to raise up to 1 billion yuan, with 100 million yuan allocated for working capital [6].

Core Viewpoint - The company Beijite (300774) announced a restructuring plan to acquire a 55% stake in Wenshan Dahao Mining Development Co., Ltd. for approximately 225 million yuan, despite the target company not being profitable and having significant debt [1][4]. Group 1: Acquisition Details - Beijite's wholly-owned subsidiary plans to acquire the stake using self-owned or self-raised funds, with the transaction expected to enhance the company's operational efficiency and risk resilience [2][3]. - The acquisition will allow Beijite to integrate upstream and downstream operations in the mining sector, focusing on mineral resource exploration and development [3][4]. - The target company, Dahao Mining, holds nine mining rights, including two mining rights and seven exploration rights, but has not yet commenced mining operations [2][3]. Group 2: Financial Performance - Dahao Mining reported zero revenue and negative net profits of approximately -16.52 million yuan for 2024 and -12.86 million yuan for the first seven months of 2025, primarily due to incomplete construction and lack of operations [4][5]. - As of October 31, Dahao Mining's total debt was approximately 191 million yuan, with plans for Beijite's subsidiary to manage part of this debt through loans [5]. - Beijite's financial performance showed a revenue increase of 11.42% year-on-year to 728 million yuan in the first three quarters, but net profit decreased by 31.4% to approximately 106 million yuan [6].