2025年1-8月，废弃资源综合利用业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 4127个，和上年同期相比，增加了387个，同比增长10.35%，占工业总企业的比重为0.79%。 上市公司：格林美（002340），惠城环保（300779），神雾节能（000820），法尔胜（000890），盈峰 环境（000967），楚环科技（001336）龙净环保（600388），菲达环保（600526），宇通重工 （600817），景津装备（603279） 相关报告：智研咨询发布的《2025-2031年中国废弃资源循环再利用行业市场竞争现状及产业趋势研判 报告》 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2016-2025年1-8月废弃资源综合利用业企业数统计图 数据来源：国家统计局，智研咨询整 ...

G高工锂电修 码 上 报 名 来源：《每日经济新闻》专访 2024.11 激荡十五载 瞭望新征程 ２０２５第十五届高工锂电年会 暨十五周年庆典＆高工金球奖颁奖典礼 2025年11月18-20日 深圳前海华侨城JW万豪酒店 许开华 博士 格林美 董事长 lou 3 国际与国内都面临设备更新报废 问题,2030年新能源汽车报废将爆 发,百万级车辆需处理;若其保持 10%-20%增长率,汽车报废会成重 要增长点。我判断2030年循环经济 将迎契机,2040年进黄金期,2050 年 达 高峰, 届 时 循 环 资 源 主 导, 城 市 资 源 成" 永 不 枯 竭 矿 山 ",未 来 几十年循环经济将逐步取代传统资 源利用方式。 ...

截至2025年10月21日 10:10，中证稀土产业指数上涨0.51%，成分股安泰科技上涨7.78%，铂科新材上涨3.66%，金风科技上涨3.38%，中国铝业上涨3.23%， 盛新锂能上涨2.73%。稀土ETF嘉实(516150)上涨0.45%。 数据显示，截至2025年9月30日，中证稀土产业指数前十大权重股分别为北方稀土、卧龙电驱、领益智造、中国稀土、盛和资源、格林美、金风科技、包钢 股份、厦门钨业、中国铝业，前十大权重股合计占比61.96%。 消息面方面，10月19日，天和磁材发布公告称，全资子公司拟在包头市投资建设"高性能稀土永磁及组件、装备制造与研发项目"，总投资预计8.5亿元。此 前，北方稀土、包钢股份公告，上调2025年第四季度稀土价格。海关总署最新统计数据显示，9月份稀土及其制品出口10538吨，同比增7.6%；1-9月累计稀 土及其制品出口95875吨，同比增3.1%。 国元证券认为，10月9日，中国商务部相继发布稀土出口管制两项公告。公告明确，凡含有中国原产稀土物项价值占比0.1%的外国制造产品，或使用中国稀 土相关技术的境外产品，均可能被纳入出口管制范围，作为继镓、锗之后又一项涉及关键战 ...

10月21日，格林美盘中上涨2.07%，截至09:43，报8.40元/股，成交3.09亿元，换手率0.73%，总市值 430.44亿元。 资金流向方面，主力资金净流入3658.07万元，特大单买入5238.60万元，占比16.98%，卖出2422.89万 元，占比7.85%；大单买入6446.02万元，占比20.89%，卖出5603.67万元，占比18.16%。 格林美今年以来股价涨29.95%，近5个交易日跌2.21%，近20日涨9.52%，近60日涨28.05%。 分红方面，格林美A股上市后累计派现18.25亿元。近三年，累计派现10.02亿元。 机构持仓方面，截止2025年6月30日，格林美十大流通股东中，香港中央结算有限公司位居第二大流通 股东，持股1.25亿股，相比上期增加2018.29万股。南方中证500ETF（510500）位居第三大流通股东， 持股7608.96万股，相比上期增加1033.95万股。汇添富中证新能源汽车产业指数(LOF)A（501057）位居 第五大流通股东，持股3268.41万股，相比上期减少114.12万股。富国中证新能源汽车指数A（161028） 位居第七大流通股东，持股 ...

截至10月20日收盘，金属铜概念下跌0.87%，位居概念板块跌幅榜前列，板块内，湖南白银、白银有 色、*ST正平等跌停，西部黄金、盛达资源、赤峰黄金等跌幅居前，股价上涨的有32只，涨幅居前的有 卧龙新能、电工合金、河钢资源等，分别上涨10.00%、3.33%、2.98%。 | 601609 | 金田股份 | -1.57 | 2.82 | -6706.14 | | --- | --- | --- | --- | --- | | 300409 | 道氏技术 | 1.01 | 6.55 | -6517.11 | | 000960 | 锡业股份 | -0.41 | 2.09 | -6124.39 | | 000603 | 盛达资源 | -7.09 | 5.85 | -5369.43 | | 601390 | 中国中铁 | -0.88 | 0.65 | -5353.57 | | 601020 | 华钰矿业 | -2.30 | 4.21 | -5077.47 | | 600326 | 西藏天路 | 0.25 | 3.64 | -4822.29 | | 603077 | 和邦生物 | -1.85 | 2.25 | -436 ...

NO.1 格林美：上半年公司印尼镍冶炼项目自产钴金属3667吨 10月18日，格林美在互动平台表示，在钴资源端，公司通过"城市矿山+印尼矿资源"战略强化了钴资源 的自主可控，2024年钴回收量达10128吨，超过中国原钴开采量的350%；同时公司印尼镍冶炼项目（含 参股产能）伴生钴资源年产能约1.2万金属吨，2025年上半年公司印尼镍冶炼项目（含参股产能）自产 钴金属3667吨，同比增长125%。 点评：面对刚果（金）钴出口收紧的全球供应链风险，格林美凭借"城市矿山+印尼镍项目"双战略构筑 了坚固的资源护城河。其钴回收量已远超国内原矿开采量，印尼自产钴亦高速增长，有效对冲了外部供 应不确定性，彰显了强大的产业链自主可控能力。 每经记者｜朱成祥 每经编辑｜董兴生 丨 2025年10月20日 星期一 丨 点评：容百科技三季报业绩承压，营收与净利润双双大幅下滑，由盈转亏。主因是行业竞争加剧导致销 量下滑，叠加产能闲置成本高企。这反映出锂电正极材料行业正经历激烈洗牌，公司面临严峻的经营挑 战与盈利困境。 NO.3 赣锋锂业：拟转让控股子公司深圳易储部分股权并引入战略投资人 近日，赣锋锂业公告称，为提升控股子公司深圳易 ...

Core Viewpoint - Greeenme's strategy to address global trade changes involves equity restructuring and forming alliances to mitigate geopolitical risks [2][5][6]. Group 1: Company Strategy - Greeenme's wholly-owned subsidiary in Indonesia, Qingmei Energy, will initiate a capital increase to attract strategic investors, which may lead to the company losing control over Qingmei Energy [2][5]. - The company aims to bind interests together in an alliance to respond to geopolitical influences, ensuring that all investments in Indonesia undergo strict political scrutiny [2][6]. Group 2: Market Position and Financials - Greeenme's battery materials are its largest revenue source, with projected sales of 189,000 tons of ternary precursor materials in 2024, generating revenue of 16.075 billion yuan, capturing 15% of the global market share [4]. - The nickel resource price has doubled since 2020, significantly impacting Greeenme's core business profitability [3]. Group 3: Investment and Resource Integration - The capital increase will involve local Indonesian nickel miners, downstream battery customers, and international investors, with Greeenme's stake in Qingmei Energy dropping from 100% to 29.59% [5][7]. - Qingmei Energy will gain 12,630 tons per year of nickel resource MHP product rights, valued at approximately $109.26 million, which will enhance its operational capacity [7]. Group 4: Operational Challenges - Greeenme's gross margin was 12.48% in the first half of 2025, indicating historical lows, with revenue and profit under pressure due to temporary production halts from adverse weather conditions [9].

Core Insights - The "Shuijing Cup" Data Intelligence Innovation Application Competition, focusing on industrial internet data innovation, was successfully held in Bao'an, showcasing significant technological breakthroughs and ecosystem development in the region [1][3][11]. Group 1: Event Overview - The competition, themed "Data Empowerment, Intelligent Future," attracted over 2,700 teams, with 27 teams winning awards after a rigorous selection process [5][7]. - The event included policy presentations, technical roadshows, and ecosystem cooperation activities, providing a multi-dimensional communication platform for participants and enterprises [7]. Group 2: Key Achievements - Bao'an released several major outcomes, including the "Top Ten Industrial Big Data Algorithms" and the "National New-type Industrialization Industry Demonstration Base (Industrial Internet) - Bao'an District, Shenzhen," highlighting its commitment to digital transformation in manufacturing [3][11][13]. - The "Top Ten Industrial Big Data Algorithms" are recognized as a "standard algorithm library" for intelligent transformation in manufacturing, validated through enterprise testing [13]. Group 3: Industrial Internet Development - Bao'an has established itself as a national five-star new-type industrialization demonstration base, with significant achievements in industrial internet development, including the creation of 90 service providers and 259 products [21]. - The region has seen a 16.9% average increase in manufacturing efficiency and an 11.8% reduction in operational costs post-digital transformation [24]. Group 4: Future Directions - The "Digital Transformation Promotion Center Ecological Co-construction Initiative" was launched to foster a collaborative governance model among government, market, and various stakeholders [17]. - Bao'an aims to accelerate the integration of "hard manufacturing" and "soft intelligence," enhancing its position as a hub for industrial internet innovation in the Guangdong-Hong Kong-Macao Greater Bay Area [23].

Core Viewpoint - The rare earth industry is experiencing fluctuations in stock performance, with significant movements in the ETF market and new regulatory measures enhancing the strategic value of rare earth elements [1][2][3]. Group 1: Market Performance - As of October 17, 2025, the China Rare Earth Industry Index decreased by 0.08%, with stocks showing mixed results; Shengxin Lithium Energy led with a 6.22% increase, while Galaxy Magnetic Materials saw the largest decline [1]. - The rare earth ETF managed by Harvest (516150) is showing positive momentum, with a trading volume of 3.99 billion yuan and a turnover rate of 3.7% [2]. - The latest scale of the Harvest Rare Earth ETF reached 106.63 billion yuan, marking a new high since its inception and ranking first among comparable funds [2]. Group 2: Fund Performance - The Harvest Rare Earth ETF has seen continuous net inflows over the past five days, with a peak single-day net inflow of 1.184 billion yuan, totaling 2.985 billion yuan [2]. - Over the past year, the net value of the Harvest Rare Earth ETF has increased by 96.96%, ranking 8th out of 3069 index equity funds, placing it in the top 0.26% [2]. - Since its inception, the ETF has recorded a maximum monthly return of 41.25% and an average monthly return of 10.78% during rising months [2]. Group 3: Regulatory Environment - Recent announcements from the Ministry of Commerce regarding export controls on rare earth-related technologies highlight the strategic importance of rare earths [2]. - The release of four policy documents aims to strengthen the management of the rare earth industry, including stricter controls on processing equipment and raw materials [3]. - New regulations expand the scope of export controls to include additional rare earth elements and require export licenses for products containing Chinese-origin rare earth materials [3].

Core Viewpoint - On October 16, Greeenmei experienced a decline of 1.50% with a trading volume of 1.665 billion yuan, indicating a high level of trading activity and investor interest in the stock [1] Financing and Margin Trading - On October 16, Greeenmei had a financing buy-in amount of 210 million yuan and a financing repayment of 216 million yuan, resulting in a net financing outflow of 5.5862 million yuan [1] - As of October 16, the total margin trading balance for Greeenmei was 2.311 billion yuan, with a financing balance of 2.298 billion yuan, accounting for 5.27% of the circulating market value, which is above the 90th percentile level over the past year [1] - In terms of securities lending, Greeenmei repaid 290,900 shares and sold 304,700 shares on October 16, with a selling amount of 2.6021 million yuan based on the closing price [1] Company Overview - Greeenmei, established on December 28, 2001, and listed on January 22, 2010, is located in Shenzhen, Guangdong Province, and specializes in the recycling of waste cobalt and nickel resources, as well as electronic waste [2] - The main business revenue composition includes: ternary precursors (38.70%), nickel resources (15.73%), cobalt oxide (12.28%), trade and others (8.35%), cathode materials (7.26%), cobalt recovery (6.74%), tungsten resource recovery (6.01%), comprehensive utilization of power lithium batteries (3.06%), and scrapped automobile utilization (1.87%) [2] Financial Performance - For the first half of 2025, Greeenmei achieved an operating income of 17.561 billion yuan, representing a year-on-year growth of 1.28%, and a net profit attributable to shareholders of 799 million yuan, reflecting a year-on-year increase of 13.91% [2] Shareholder Information - As of June 30, 2025, Greeenmei had 422,700 shareholders, an increase of 1.11% from the previous period, with an average of 12,028 circulating shares per person, a decrease of 1.10% [3] - The top circulating shareholders include Hong Kong Central Clearing Limited with 125 million shares, an increase of 2.0183 million shares, and Southern CSI 500 ETF with 76.0896 million shares, an increase of 1.03395 million shares [3]