招商中证电池主题ETF（561910）成立日期2021年8月4日，最新规模56.2亿。今年以来亏损1.28%，同 类排名5380/5569；近一年收益64%，同类排名303/4295；成立以来亏损17.33%。 招商中证电池主题ETF（561910）基金经理为许荣漫。 资料显示，格林美股份有限公司位于广东省深圳市宝安区新安街道海旺社区宝兴路88号星通大厦43楼, 香港湾仔皇后大道东183号合和中心46楼，成立日期2001年12月28日，上市日期2010年1月22日，公司主 营业务涉及废弃钴镍资源与电子废弃物的循环利用以及钴镍粉体材料与塑木型材的生产、销售。主营业 务收入构成为：三元前驱体38.70%，镍资源(MHP、镍板)15.73%，四氧化三钴12.28%，贸易及其他 8.35%，正极材料7.26%，钴回收业务(钴粉、钴片等)6.74%，钨资源回收利用业务(APT、碳化钨粉 等)6.01%，动力锂电池综合利用3.06%，报废汽车综合利用1.87%。 从基金十大重仓股角度 数据显示，招商基金旗下1只基金重仓格林美。招商中证电池主题ETF（561910）四季度增持130.59万 股，持有股数1935.78万股， ...

Core Viewpoint - The resource recycling business is generating profits earlier than expected, with several companies in this sector reporting significant net profit growth in their 2025 performance forecasts, attracting attention in the capital market [2][16]. Group 1: Performance Overview - Among 97 listed companies in the environmental protection and monitoring sector, only 32 are expected to be profitable, representing about 30%, while 65 are projected to incur losses [3][17]. - Of the profitable companies, only 17 are expected to see year-on-year net profit growth, accounting for less than 20% of the total [3][17]. - Notable companies like GreenMei are forecasting net profits between 1.429 billion and 1.735 billion yuan, with a growth rate of 40% to 70% compared to the previous year [5][18]. Group 2: Sector Dynamics - The resource recycling sector is experiencing a "profit turning point," with a few companies achieving net profit growth primarily through business models focused on resource recycling, precious metal extraction, and high-value waste conversion [5][7]. - The overall environmental industry is under growth pressure, but companies centered on resource recycling are emerging as leaders, demonstrating a clear value creation logic [6][11]. - The shift in the industry from traditional cost-driven environmental management to value-driven resource creation is a fundamental change, marking resource recycling as a core strategic pillar during the 14th Five-Year Plan [7][8]. Group 3: Market Opportunities - There is a significant market gap due to the mismatch between the increasing solid waste generation (over 11 billion tons annually) and the insufficient processing capacity, with a comprehensive utilization rate of only about 60% for industrial solid waste [8]. - Companies that can effectively manage high-value waste and capitalize on rising metal prices are positioned to benefit significantly, transforming from "environmental burdens" to "profit engines" [8][10]. - The establishment of the China Resource Recycling Group as the first state-owned enterprise focused on resource recycling indicates a growing commitment to this sector [14]. Group 4: Future Outlook - The first wave of resource recycling companies is beginning to realize profits, signaling a critical turning point for the environmental industry from cost input to value creation [11][12]. - The upcoming "15th Five-Year Plan" will outline key measures for recycling traditional resources and precious metals, further supporting the profitability of the resource recycling industry [14]. - As competition intensifies, factors such as technological barriers, stability of recycling channels, and cost control will be crucial for sustained profitability in the sector [11].

证券日报网讯2月9日，格林美（002340）在互动平台回答投资者提问时表示，截至2026年1月30日，公 司股东总户数391660户。 ...

Group 1 - The core viewpoint of the articles highlights the strong performance of the battery sector, driven by technological advancements and accelerated industry chain development, with significant gains in stock prices for key companies [1][2] - The CS battery index increased by 2.61%, with notable individual stock performances including Multi-Flor and Zhenyu Technology, which rose over 8% and 7% respectively [1] - The battery ETF managed by Jiashi (562880) saw a 2.44% increase, with a trading volume of 22.759 million yuan and a turnover rate of 2.18%, reflecting a 64.95% increase over the past year [1] Group 2 - Citic Securities indicates that the solid-state battery sector is supported by improvements in the fundamentals of related companies and accelerated industry development, suggesting strong sustainability and investment value [2] - The top ten weighted stocks in the Jiashi battery ETF include CATL, Sungrow Power, and EVE Energy, collectively accounting for over 50.68% of the fund [2] - The current management fee for the Jiashi battery ETF is 0.50% annually, with a custody fee of 0.10% annually [2]

Group 1 - The A-share rare earth permanent magnet sector experienced a rise on February 6, with notable increases in stock prices for several companies [1] - Yujing Co., Ltd. saw a significant increase of over 8%, while Longhua Technology, Dongfang Zirconium, and Yahua Group all rose by over 5% [1] - Other companies such as Youyan New Materials, Zhongkuang Resources, and Northern Rare Earth also reported gains exceeding 4% [1] Group 2 - Yujing Co., Ltd. (002943) had a price increase of 8.68% with a total market value of 17.1 billion and a year-to-date increase of 110.48% [2] - Longhua Technology (300263) increased by 5.73%, with a market value of 12.2 billion and a year-to-date increase of 33.60% [2] - Dongfang Zirconium (002167) rose by 5.56%, with a market value of 10.2 billion and a year-to-date increase of 6.15% [2] - Yahua Group (002497) saw a 5.33% increase, with a market value of 29.2 billion and a year-to-date increase of 2.26% [2] - Youyan New Materials (600206) increased by 4.90%, with a market value of 18.3 billion and a year-to-date increase of 6.30% [2] - Zhongkuang Resources (002738) rose by 4.79%, with a market value of 59.8 billion and a year-to-date increase of 5.56% [2] - Northern Rare Earth (600111) increased by 4.16%, with a market value of 181.9 billion and a year-to-date increase of 9.11% [2] - Other companies such as Xiamen Tungsten (600549), Dadi Bear (688077), and Jiuling Technology (920505) also reported gains of 3.70%, 3.25%, and 3.10% respectively [2]

证券日报网讯2月4日，格林美（002340）在互动平台回答投资者提问时表示，公司一直重视股东的意见 与建议，并会根据市场情况和公司战略规划做出合理的决策，以更好的业绩回报股东。 ...

证券日报网讯 2月4日，格林美在互动平台回答投资者提问时表示，格林美作为中国最大的钨资源循环 利用企业，年循环再生的钨资源占中国原钨开采量的10%。公司自主开发的全球领先钨回收与高端材料 再制造技术，可高效处理复杂钨废料，并生产APT、钨粉、碳化钨粉等高附加值产品，该技术已荣获中 国循环经济协会技术发明一等奖。目前，格林美已与多家钨产业领军企业建立定向循环合作，2025年回 收循环再造的钨资源总量突破1万吨，成功打造了公司在关键金属资源循环利用领域的新增长极。 （文章来源：证券日报） ...

证券日报网讯 2月4日，格林美在互动平台回答投资者提问时表示，2025年，公司取得了关键金属循环 回收增量、印尼镍资源项目全面达产、高端新能源材料市场持续突破等经营成果，推动公司业绩实现大 幅增长，预计2025年度归属于上市公司股东的净利润为142，856.81万元—173，468.99万元，同比增长 40%—70%，最终具体财务数据敬请关注公司2025年年度报告。 （文章来源：证券日报） ...

证券日报网讯2月4日，格林美（002340）在互动平台回答投资者提问时表示，公司镍金属年产能已达到 15万吨/年(含参股)并维持满产运行，2025年镍资源MHP出货超过11万吨(含参股)。公司年循环再生的钨 资源占中国原钨开采量的10%，2025年回收循环再造的钨资源总量突破1万吨。公司回收黄金等其他贵 金属的回收处理能力达到吨级以上。 ...

证券日报网讯2月4日，格林美（002340）在互动平台回答投资者提问时表示，在退役动力锂电池循环利 用领域，格林美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，与全球1100余家车企和 电池厂建立合作关系。公司在中国建成的6个动力锂电池回收工厂覆盖珠三角、长三角、京津冀、华中 区域，全部列入工信部白名单，每年消纳处理中国10%的退役锂电池。 ...