碧水源(300070) - 2026年1月16日投资者关系活动记录表

Group 1: Wastewater Resource Utilization - The company focuses on wastewater resource utilization as a core business area, with significant breakthroughs in membrane technology and process innovation [2] - The fifth generation of MBR membrane modules has been developed, with the V-MBR technology achieving independent intellectual property rights and large-scale demonstration projects [2] - A representative project, the Meixi Lake Water Purification Plant, has a design capacity of 250,000 tons/day and was recognized as a national green low-carbon benchmark water plant in 2024 [2] Group 2: Industrial Water Treatment and Seawater Utilization - The company has successfully implemented multiple key projects in industrial water treatment, including projects in Liaoning and Shandong, showcasing its technical strength [3] - In seawater desalination, the company has achieved international leading levels in membrane product technology, with a desalination rate of 99.8% for the UF-RO dual membrane integration technology [3] - The integrated seawater utilization project in Huanghua City has a total investment of over 500 million RMB, combining water intake, pretreatment, desalination, and photovoltaic energy storage systems [3] Group 3: Salt Lake Resource Utilization - The company has made significant progress in salt lake resource utilization, developing six specialized adsorbents/membrane products and five integrated technologies [3] - The lithium extraction project at Zijin Mining's Tibet Arilagocuo Salt Lake has an annual capacity of 20,000 tons of lithium hydroxide, marking a global first for the "titanium-based adsorbent + membrane system" [3] - Future plans include expanding from salt lake resources to industrial valuable resource recovery and comprehensive utilization [3] Group 4: Pharmaceutical Membrane Business - The pharmaceutical membrane business was officially launched in 2023, focusing on life health separation and purification [4] - The company has formed a professional team of over 30 members and achieved breakthroughs in key areas such as protein separation and virus removal [4] - Notable applications include a CAR-T cell therapy project with nearly 100% recovery rate of lentivirus and a project that increased the concentration of traditional Chinese medicine exosomes by 20 times while maintaining 100% active ingredients [5] Group 5: Technology Iteration and Market Competitiveness - The company emphasizes technological innovation, achieving a 25% cost reduction in V-MBR equipment and a production speed increase to 20 meters/min for conventional reverse osmosis membranes [5] - The SC series ultra-pure water reverse osmosis membranes have achieved domestic substitution, enhancing international competitiveness [5] - Strategies to improve market share include large-scale production, benchmark project implementation, and promoting high-margin membrane products [5] Group 6: Accounts Receivable Management - The company is actively addressing accounts receivable issues through various measures, including tailored loss reduction plans and establishing a specialized collection team [5] - Efforts have been made to enhance internal management systems and involve local government debt resolution initiatives [5] - Future plans include optimizing collection strategies and improving internal controls to alleviate accounts receivable pressure [5]