2025年，受新能源快速发展以及地缘政治因素影响，矿产资源市场走强。在此背景下，以工业污水处理 为主业的倍杰特（300774.SZ）抛出了跨界收购计划，以切入矿产资源综合开发领域，打造第二增长曲 线。 近日，倍杰特公告披露，其拟通过全资子公司倍杰特（北京）新材料科技有限公司（以下简称"倍杰特 新材料"），以自有或自筹资金2.25亿元收购文山州大豪矿业开发有限公司（以下简称"大豪矿业"）55% 股权。与此同时，倍杰特还将为大豪矿业提供1.05亿元借款，专项用于债务清偿。 值得注意的是，倍杰特上述收购标的所属矿山尚未完成建设。今年前7个月，大豪矿业的营收为0。并 且，倍杰特以工业污水处理为主业，此次并购能否形成业务协同，仍有待市场的检验。 跨界买矿 倍杰特方面表示，其在深耕国内市政及工业废水资源化领域的同时，战略性切入矿产资源综合开发领 域，积极拓展盐湖、锂矿、铜矿矿产资源综合开发领域，打造第二增长曲线。通过技术驱动、项目提效 以及改变业务布局，不断构建应对不确定性的系统性能力，短期稳固业绩，长期打开成长空间。 根据公告，此次收购方为倍杰特新材料，交易对手包括汤玮、龙岩市小娘坑矿业有限公司及王育才。大 豪矿业主营 ...

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].

净利下滑之下，倍杰特（300774）祭出了重组计划，公司11月19日晚间发布公告称，全资子公司拟以自 有资金或自筹资金约2.25亿元收购文山州大豪矿业开发有限公司（以下简称"大豪矿业"）55%股权。受 这一消息影响，11月20日，倍杰特收于涨停价20.8元/股。不过，筹划并购背后，标的公司大豪矿业目前 尚未盈利，此外，截至10月31日，大豪矿业债务总额近2亿元。 重组消息刺激股价涨停 11月20日，倍杰特高开高走，封上涨停板。 交易行情显示，11月20日，倍杰特高开5.02%，随后股价迅速拉升至涨停，最终收于涨停价20.8元/股， 当日成交金额约6.06亿元，总市值85.02亿元。 消息面上，倍杰特披露公告称，公司全资子公司倍杰特（北京）新材料科技有限公司（以下简称"倍杰 特新材料"）拟以自有资金或自筹资金约2.25亿元收购汤玮、龙岩市小娘坑矿业有限公司、王育才合计 持有的大豪矿业55%股权。本次交易完成后，大豪矿业纳入倍杰特合并报表范围。本次交易不构成关联 交易，也不构成重大资产重组。 据悉，大豪矿业主营业务为矿产资源勘探与开发，登记持有且尚在有效期的矿业权有9宗，其中包括2宗 采矿权及7宗探矿权，公司持有 ...

Core Viewpoint - The company Beijiete (300774) announced plans to acquire a 55% stake in Wenshan Dahao Mining Development Co., Ltd. for approximately 225 million yuan, aiming to enhance its operations in the mining sector and integrate its supply chain [1] Group 1: Acquisition Details - Beijiete's wholly-owned subsidiary, Beijiete (Beijing) New Materials Technology Co., Ltd., will use self-raised funds for the acquisition [1] - The acquisition does not constitute a related party transaction or a major asset restructuring [1] - Following the acquisition, Dahao Mining will be included in Beijiete's consolidated financial statements [1] Group 2: Business Focus - Prior to the acquisition, Beijiete's main business focused on industrial water treatment, high-salinity wastewater resource recycling, and lithium extraction from salt lakes [1] - Post-acquisition, the company will expand into mineral exploration and processing through Dahao Mining [1] Group 3: Financial Performance of Dahao Mining - Dahao Mining holds nine mining rights, including two mining rights and seven exploration rights [1] - Financial data indicates Dahao Mining reported zero revenue for 2024 and the first seven months of 2025, with net losses of approximately 16.52 million yuan and 12.86 million yuan, respectively [1] - The lack of profitability is attributed to the incomplete construction and development of its mining sites [1] Group 4: Strategic Intent - The acquisition is characterized as a vertical integration strategy aimed at enhancing the efficiency and risk resilience of the entire supply chain [1]