智通财经网·2026-01-07 08:44Core Viewpoint - The State Council of China has issued the "Solid Waste Comprehensive Management Action Plan," aiming for significant improvements in solid waste management by 2030, including a target of 4.5 billion tons of annual comprehensive utilization of major solid waste and 510 million tons of annual recycling of key renewable resources [1][2]. Group 1: Policy and Goals - The "Plan" serves as a guiding document for solid waste management during the 14th Five-Year Plan, emphasizing the importance of resource utilization and setting higher utilization targets [2]. - The plan focuses on three main waste-producing sectors: industry, urban areas, and agriculture, aiming to enhance resource utilization and improve non-hazardous treatment capabilities [2]. Group 2: Market Opportunities - The recycling of metals is strategically significant, with a projected production of 7.919 million tons of common non-ferrous metals in 2024, and a compound annual growth rate (CAGR) of 6.4% from 2020 to 2024 [3]. - The production of major recycled non-ferrous metals is expected to reach 1.915 million tons in 2024, with a CAGR of 7.4%, maintaining a 24% share of the total non-ferrous metal production [3]. - The recycling of copper, aluminum, and scrap steel can save over 60% of energy consumption, contributing to pollution reduction and carbon neutrality goals, thus holding strategic importance for energy security [3].