瑞茂通集团优化全球战略布局 打造绿色再生铜产业链

Core Insights - The article highlights the strategic importance of the recycling copper industry for ensuring the security of China's critical metal supply chain amid increasing global competition for copper resources [1][2][3]. Group 1: Company Strategy - Rui Mao Tong Group has established a comprehensive recycling copper supply chain, from overseas waste copper collection to cross-border processing and domestic sales, with a projected import and transshipment volume of nearly 50,000 tons and a trade value exceeding $470 million in 2024 [2]. - The company has set up a recycling copper base in Thailand, which is part of its strategic layout to create a self-sufficient recycling copper industry system [1][2]. - The establishment of a recycling copper processing base in Thailand allows the company to convert high-quality waste copper from developed countries into products that meet Chinese import standards, thus enhancing its competitive edge [2][6]. Group 2: Industry Context - China's copper consumption accounts for over 55% of global demand, yet the country only possesses 4% of the world's proven copper reserves, leading to a high dependency on imports, with refined copper import reliance reaching 83.7% in 2024 [2][3]. - The global competition for copper resources has intensified, with major copper-producing countries facing disruptions due to natural disasters and geopolitical tensions, making the development of the recycling copper industry crucial for China [3][4]. - The Chinese government has recognized the importance of recycling materials, with a target set for recycled metal production to account for 30% of total output by 2025, including a goal of 4 million tons for recycled copper [5][6]. Group 3: Environmental Impact - The production of recycled copper consumes only 20% of the energy required for primary copper production and reduces carbon emissions by 65%, positioning it as a key driver for the green transformation of the industry [5][6]. - The company's strategy aligns with China's carbon neutrality goals, as the overseas processing of waste copper can significantly lower domestic energy consumption and carbon emissions [6][7]. - The establishment of a recycling copper industry not only addresses the supply gap but also supports the sustainable development of the economy by providing cost-effective raw materials for small and medium-sized enterprises [6][7].