Core Viewpoint - The company GEM has signed a Memorandum of Understanding (MOU) with ASCEND ELEMENTS, INC. to develop a leading lithium battery recycling industry system in Europe, leveraging their respective advantages in various areas [1] Group 1: Partnership and Collaboration - GEM and ASCEND ELEMENTS, INC. aim to combine their strengths in geography, resources, capital, technology, and operational management [1] - The collaboration will focus on establishing a leading lithium battery recycling system in Europe, including dismantling and black powder manufacturing systems, as well as resource recovery and remanufacturing of lithium, nickel, and cobalt [1] Group 2: Industry Development and Goals - The partnership will serve the development of the entire lifecycle value chain of new energy in Europe [1] - Both companies will actively explore possibilities for collaboration in the United States to advance lithium-ion battery recycling and the production of engineered battery materials [1] - The initiative aims to promote the implementation of a global battery passport and support the green development of new energy [1]

Core Viewpoint - The company has signed a memorandum of understanding with ASCEND ELEMENTS to leverage their strengths in geopolitics, resources, capital, technology, and operational management to establish a leading lithium battery recycling industry system in Europe [1] Group 1: Partnership and Collaboration - The collaboration aims to build a leading lithium battery recycling system in Europe, including dismantling and black powder manufacturing systems, as well as lithium, nickel, and cobalt resource recovery and battery material remanufacturing systems [1] - The partnership will support the development of the entire lifecycle value chain of new energy in Europe [1] Group 2: Global Expansion and Sustainability - The company will actively explore opportunities for collaboration in the United States to advance lithium-ion battery recycling and engineering battery material production [1] - The initiative aims to promote the implementation of a global battery passport and the green development of new energy [1]

证券代码：002340 证券简称：格林美 公告编号：2025-100 格林美股份有限公司 2、谅解备忘录的签订不会对公司本年度财务状况及经营业绩构成重大影响。 一、概述 为开拓欧洲动力锂电池回收市场以及镍钴锂资源回收和电池材料市场，近日， 格林美股份有限公司（以下简称"公司"或"GEM"）与总部位于美国的欧美 优势动力锂电池综合回收利用企业ASCEND ELEMENTS, INC（. 以下简称"AE"） 共同签署了谅解备忘录（以下简称"MOU"），双方决定组合在地缘关系、资 源、资本、技术与运行管理等方面的优势，构建欧洲领先的动力锂电循环产业体 系，包括合作建设欧洲领先的动力锂电池回收体系、拆解与黑粉制造体系、锂镍 钴资源化与电池材料再制造产业体系，服务欧洲新能源全生命周期价值链的发展， 并将积极探索在美国合作推进锂离子电池回收与工程电池材料生产的可能性，推 动全球电池护照实施与新能源的绿色发展。 根据《公司章程》等相关规定，公司本次签署的MOU不需要提交董事会和 股东会审议批准。本次签署MOU不构成关联交易，也不构成《上市公司重大资 产重组管理办法》规定的重大资产重组，无须经有关部门批准。公司将根据后续 实 ...

关于控股子公司动力再生与绿通科技签署共同建设 全生命周期绿色价值链的战略合作框架协议的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整， 没有虚假记载、误导性陈述或重大遗漏。 特别提示： 1、本次签署的战略合作框架协议为双方合作意愿和基本原则的框架性约定， 在具体实施过程中存在一定不确定性，公司董事会将积极关注该事项的进展情况， 并及时履行信息披露义务。敬请广大投资者谨慎决策，注意投资风险。 2、本战略合作框架协议的签订不会对公司本年度财务状况及经营业绩构成 重大影响。 一、概述 证券代码：002340 证券简称：格林美 公告编号：2025-101 格林美股份有限公司 随着新能源汽车产业的快速发展，新能源汽车渗透率不断提升，动力电池需 求量急速增加，退役新能源汽车与退役动力电池及其废料的绿色回收与绿色处理 成为社会广泛关注的问题。为满足全球新能源产业实现从"绿色制造到制造绿色"， 格林美股份有限公司（以下简称"公司"）控股子公司武汉动力电池再生技术有 限公司（以下简称"动力再生"）与广东绿通新能源电动车科技股份有限公司（以 下简称"绿通科技"）于2025年9月17日共同签署了战略合作框架协议，双 ...

Core Viewpoint - The company Greenway Technology (301322.SZ) has signed a strategic cooperation framework agreement with Greeenmei (002340.SZ) and its subsidiary Wuhan Power Battery Recycling Technology Co., Ltd. to establish a comprehensive strategic partnership in the field of new energy vehicles and power battery recycling [1] Group 1: Strategic Cooperation - The partnership aims to leverage each party's strengths to create a full lifecycle value chain system for site electric vehicles and power battery recycling [1] - The collaboration will focus on the recycling of new energy vehicles and power batteries, after-market maintenance, and material recycling [1] Group 2: Industry Impact - The initiative seeks to build a closed-loop industrial chain that includes "new energy vehicle recycling—power battery recycling—battery raw material regeneration—battery material regeneration—power battery regeneration" [1] - The goal is to promote the development of a green low-carbon industry, enhance global market competitiveness, and achieve a synergy between economic and environmental benefits [1]

Core Viewpoint - Green Technology (301322.SZ) has signed a strategic cooperation framework agreement with Wuhan Power Battery Recycling Technology Co., Ltd., a subsidiary of Greeenmei (002340.SZ), to establish a comprehensive strategic partnership in the fields of new energy vehicles and power battery recycling [1] Group 1 - The partnership aims to leverage the strengths of both parties to create a full lifecycle value chain system for site electric vehicles and power battery recycling, maintenance, and material recycling [1] - The collaboration will focus on building a closed-loop industrial chain that includes "new energy vehicle recycling—power battery recycling—battery raw material regeneration—battery material regeneration—power battery regeneration" [1] - The initiative is designed to promote the development of a green low-carbon industry, enhance global market competitiveness, and achieve a synergy between economic and environmental benefits [1]

Core Viewpoint - Green Technology (301322.SZ) has signed a strategic cooperation framework agreement with Wuhan Power Battery Recycling Technology Co., Ltd., a subsidiary of GEM Co., Ltd. (SZ.002340), to establish a comprehensive strategic partnership in the field of new energy vehicles and power battery recycling [1] Group 1: Strategic Cooperation - The partnership aims to leverage the strengths of both parties to create a full lifecycle value chain system for the recycling and utilization of site electric vehicles and power batteries [1] - The collaboration will focus on the entire lifecycle of the industry, including new energy vehicle recycling, power battery recycling, after-market maintenance, material recycling, and battery material regeneration [1] Group 2: Industry Impact - The initiative is expected to promote the development of a green low-carbon industry, enhance global market competitiveness, and achieve a synergy between economic and environmental benefits [1]

Core Viewpoint - Green Technology (301322) has signed a strategic cooperation framework agreement with Wuhan Power Battery Recycling Technology Co., Ltd., a subsidiary of Greeenmei (002340), to establish a comprehensive strategic partnership in the field of new energy vehicles and power battery recycling [1] Group 1: Strategic Cooperation - The agreement aims to leverage the strengths of both parties to create a full lifecycle value chain system for the recycling and utilization of site electric vehicles and power batteries [1] - The partnership will focus on the entire closed-loop industrial chain, which includes "new energy vehicle recycling - power battery recycling - battery raw material regeneration - battery material regeneration - power battery regeneration" [1]

绿通科技公告，近日与格林美股份有限公司的控股子公司武汉动力电池再生技术有限公司签署《关于开 展双方战略合作框架协议》。双方决定联合优势，在新能源场地车辆及动力电池回收利用领域建立全面 战略合作伙伴关系，实现对场地电动车、动力电池的回收利用、后市场维保、材料循环再生的全生命周 期价值链体系，打造闭环产业链，共同推动绿色低碳产业发展。 ...

Group 1: Liquidity and Fund Performance - The liquidity of the Rare Earth ETF managed by Jiashi has a turnover rate of 4.11% and a transaction volume of 340 million yuan [3] - Over the past month, the average daily transaction volume of the Rare Earth ETF reached 559 million yuan, ranking first among comparable funds [3] - The fund's scale increased by 23.8 million yuan in the past week, with a total share growth of 94.5 million shares this month, also ranking first among comparable funds [3] - In the last 10 trading days, the Rare Earth ETF attracted a total of 180 million yuan in inflows [3] - As of September 15, the fund's net value has increased by 124.59% over the past year, placing it in the top 3.12% among 3013 index equity funds [3] - The highest monthly return since inception was 41.25%, with the longest consecutive monthly gain being 4 months and a maximum increase of 83.89% [3] Group 2: Market Trends and Demand Drivers - The average spot prices for praseodymium and neodymium metals were 540,000 yuan/ton and 441,000 yuan/ton respectively in the first half of the year, reflecting year-on-year increases of 11.9% and 12.7% [4] - Demand for rare earth materials is rapidly growing due to policies promoting "carbon neutrality," as well as the recovery in traditional manufacturing and the acceleration of humanoid robot deployment [4] - Guojin Securities believes that the rare earth sector may enter a third phase of supply-side reform, with significant increases in magnetic material exports observed in July, up 75% month-on-month and 6% year-on-year [4] - The combination of price increases, supply-side reforms, and supply disruptions is expected to enhance the strategic attributes of the rare earth sector, leading to a dual increase in valuation and performance [4] Group 3: Key Stocks and Weightings - The top ten weighted stocks in the China Rare Earth Industry Index account for a total of 62.15%, including Northern Rare Earth, China Rare Earth, Lingyi Zhi Zao, and others [3] - Notable stock performances include Northern Rare Earth down 4.76% and China Rare Earth down 4.67%, with respective weights of 13.22% and 5.63% [6]