证券日报网讯格林美（002340）11月17日在互动平台回答投资者提问时表示，产能方面，公司钠电前驱 体已实现量产，超高压实型层氧钠电正极实现吨级出货；钠电材料万吨级产线建成，进入钠电材料第一 方阵，为国内钠电的大规模商用化已做足产能准备。 ...

Core Viewpoint - The company is actively involved in the formulation of laws, regulations, and industry standards related to the recycling and utilization of power batteries, aiming to promote the standardized and sustainable development of the entire industry chain [1] Group 1: Company Initiatives - The company has proposed the concept of constructing a full lifecycle value chain for new energy, which includes "battery recycling—remaining energy reuse—raw material remanufacturing—material remanufacturing—battery reassembly" [1] - The company has established partnerships with over 1,000 automotive companies and battery manufacturers globally [1] - The company has set up six power battery recycling companies in China, all of which are included in the whitelist of the Ministry of Industry and Information Technology of China, creating a broad and compliant recycling network [1] Group 2: Future Plans - The company plans to continue strengthening the construction of recycling channels and optimizing the layout of the recycling network [1] - The company aims to reduce recycling costs and enhance the comprehensive recovery rate of resources and product added value through technological research and development innovations [1] - The company intends to adopt multiple measures to enhance its market competitiveness and share [1]

Core Viewpoint - The company, Greeenmei, ranks second globally in the supply of ternary precursor materials, with its high-nickel ternary precursor materials for high-end models leading the market in shipment volume [2] Group 1 - According to Frost & Sullivan data, Greeenmei's global supply volume in the ternary precursor field is ranked second [2] - The company’s shipment volume of high-nickel ternary precursor materials for high-end models, specifically the 8 series and 9 series, is the highest in the global market [2] - In 2024, Greeenmei is projected to ship 126,600 tons of high-nickel ternary precursors, capturing a market share of 37.4% [2]

（文章来源：证券日报） 证券日报网讯格林美11月17日在互动平台回答投资者提问时表示，在退役动力电池循环利用领域，格林 美已与全球超过1，000家汽车企业及电池制造商建立合作关系，并在中国设立了6家动力电池回收公 司，且均已纳入中国工业和信息化部白名单，构建了覆盖广、合规性强的回收网络体系。 ...

证券日报网讯格林美11月17日在互动平台回答投资者提问时表示，公司动力电池回收业务作为前瞻性布 局，在2025年上半年的毛利率为7.47%。在退役动力电池循环利用领域，公司率先提出构建新能源全生 命周期价值链的理念，打造了"电池回收—电池剩余能量梯次再利用—原料再制造—材料再制造—电池 再装配"的新能源全生命周期价值链。目前，格林美已与全球超过1，000家汽车企业及电池制造商建立 合作关系，并在中国设立了6家动力电池回收公司，且均已纳入中国工业和信息化部白名单，构建了覆 盖广、合规性强的回收网络体系。2025年前三季度，公司回收拆解的动力电池达到36，643吨，同比增 长59%，延续高速增长，展示广阔回收前景。 （文章来源：证券日报） ...

Core Insights - The company, Greeenmei, stated that its recycled tungsten resources account for 10% of China's total tungsten mining output [2] - In the first three quarters of 2025, the company's tungsten resource shipment volume reached 5,590 tons (measured in WC), representing a year-on-year increase of 22% [2]

（编辑 任世碧） 证券日报网讯 格林美11月17日在互动平台回答投资者提问时表示，格林美在印尼采用成本更低的湿法 工艺生产氢氧化镍钴（MHP），公司通过采用活性氧化镁替代原有沉淀剂，显著提升MHP产品中的镍 钴含量，降低滤饼的含水率，凭借氧化镁的成本优势，有望进一步实现降本增效。公司上半年研发投入 为7.52亿元人民币。 ...

证券日报网讯 格林美11月17日在互动平台回答投资者提问时表示，关键金属资源回收方面，格林美已 建成全球最大的镍、钴、钨关键金属资源回收利用产业基地，年循环再生的钴资源超过中国原钴开采量 的350%，年循环再生的镍资源占中国原镍开采量的20%，年循环再生的钨资源占中国原钨开采量的 10%，精准应对全球关键金属资源竞争。2024年，公司镍回收2万吨；2025年前三季度，公司钴回收超 过6，000吨，极大地补充了刚果（金）钴禁运期间的钴供应。 （编辑 任世碧） ...

Core Viewpoint - The company has successfully developed key technology for recycling rare earth permanent magnet materials from scrapped electric vehicles and electronic waste, indicating a significant advancement in its operational capabilities [1] Group 1 - The company is assessing market opportunities to expand into the rare earth permanent magnet materials and downstream application sectors [1] - The initiative aims to extend the industrial chain and create new growth drivers for the company [1]

证券日报网讯 格林美11月17日在互动平台回答投资者提问时表示，公司在印尼年产共计15万吨（含参 股）金属镍的MHP项目已成功实现满产。公司在印尼国际绿色工业园区IGIP与淡水河谷印尼公司PTVI 等共同投资的6.6万金属吨镍/年的MHP项目正在有序推进中。 （编辑 任世碧） ...