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， ...

Group 1 - The small metals sector is experiencing significant growth, with key stocks such as Haotong Technology and Xianglu Tungsten Industry reaching their daily limit up, indicating strong market interest [1][2] - The core logic behind this surge is the persistent supply-demand imbalance in small metals, driven by rapid development in downstream industries like new energy and semiconductors, which are creating substantial demand [1][3] - Recent price increases in tungsten, a critical raw material for high-end manufacturing in sectors like photovoltaics and electric vehicles, have attracted considerable attention from the capital market [3][4] Group 2 - Tungsten prices have risen significantly, with 65% black tungsten concentrate priced at 685,000 yuan per ton, up 48.9% since the beginning of the year, and ammonium paratungstate (APT) priced at 1,000,000 yuan per ton, up 49.3% [3] - A-share listed companies in the tungsten supply chain are reporting strong performance, with many indicating noticeable growth in product sales due to rising prices [3][4] - The current tight supply of tungsten raw materials is expected to persist, with various supply disruptions such as reduced mining output and unstable import volumes contributing to the ongoing supply-demand conflict [4][5] Group 3 - Companies involved in small metal mining and smelting are likely to benefit directly from rising product prices, with those possessing quality resources and compliance in mining expected to see expanded profit margins [5] - The demand for small metal materials in downstream industries is increasing, and companies with advanced processing technologies and customized production capabilities are positioned to capture growth opportunities [5] - The small metal recycling industry is gaining importance due to limited resource supply, with firms capable of efficient recovery and reuse expected to enhance their market competitiveness and experience rapid growth [5]

- The report does not contain any quantitative models or factors related to financial engineering or ESG analysis[1][2][3][4] - The content primarily focuses on ESG market trends, policy updates, and industry developments without discussing specific quantitative models or factor construction methodologies[9][10][11] - No formulas, construction processes, or performance metrics for models or factors are provided in the report[12][13][14]

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].

Group 1 - The core viewpoint of the articles highlights a significant upward trend in rare earth permanent magnet stocks, driven by rising prices and supply constraints, indicating a potential "super commodity cycle" for rare earths [1][2] - As of February 10, 2026, the China Rare Earth Industry Index increased by 0.77%, with notable gains in stocks such as Shenghe Resources (up 4.13%) and Huahong Technology (up 3.17%) [1] - Prices for rare earth products, particularly praseodymium and neodymium oxides, have surged, with a 34% increase in praseodymium oxide prices since the beginning of the year, attributed to tight supply and production cuts [1] Group 2 - The top ten weighted stocks in the China Rare Earth Industry Index account for 61.43% of the index, including major players like Northern Rare Earth and Xiamen Tungsten [2] - Investors can utilize the Jiashi Rare Earth ETF (516150) for convenient exposure to the domestic rare earth industry chain [2] - There is an opportunity for off-market investors to engage with the Jiashi Rare Earth ETF linked fund (011036) to capitalize on rare earth investment prospects [3]

Group 1: Precision Medicine and Robotics - The report highlights Jingfeng Medical-B as a leader in surgical robotics in China, driving advancements in surgical procedures through continuous technological innovation, with rapid growth in global clinical surgeries and domestic sales [2][3] - The company is projected to achieve revenues of 432 million, 811 million, and 1.236 billion yuan from 2025 to 2027, with a target price of 73.20 yuan for 2026 based on a 35X PS valuation [3] - Jingfeng Medical has established a comprehensive surgical solution with its innovative multi-port and single-port robotic systems, becoming the first in China and the second globally to obtain regulatory approval for multiple robotic systems [3][4] Group 2: Market Performance and Sales Growth - In 2024, Jingfeng Medical sold 20 multi-port surgical robots, ranking first among domestic manufacturers, with clinical applications covering over 220 hospitals across 30 provinces in China [4] - The company's total revenue is expected to increase from 48 million yuan in 2023 to 160 million yuan in 2024, with a significant rise from 30 million yuan in the first half of 2024 to 149 million yuan in the first half of 2025 [4] - The report indicates that Jingfeng Medical's international expansion has led to explosive growth in overseas orders, with 72 out of 118 signed global sales agreements for core products being from overseas markets [5] Group 3: Precision Manufacturing and Emerging Industries - The report covers Xingrui Technology as a leading precision manufacturing enterprise in China, focusing on automotive electronics and actively expanding into emerging industries, with a target price of 32.11 yuan [6][8] - Revenue projections for Xingrui Technology are 1.626 billion, 1.980 billion, and 2.482 billion yuan from 2025 to 2027, with an expected EPS of 0.48, 0.69, and 0.95 yuan respectively [6] - The company has established a robust product matrix, including electronic connectors and structural components, with applications in new energy vehicle systems and consumer electronics, enhancing its competitive advantage in the automotive electronics sector [7] Group 4: Strategic Partnerships and Market Expansion - Xingrui Technology has formed strategic partnerships to expand into the liquid cooling industry, collaborating with Green Cloud to develop advanced technologies and products for data centers [8] - The company has a strong customer base, collaborating with renowned brands in consumer electronics and new energy sectors, and has established a global business layout with factories in multiple locations [7][8] - The report emphasizes the potential for Xingrui Technology to benefit from the growing demand for liquid cooling solutions driven by energy efficiency upgrades in data centers [8]

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。 ...

公安部发布的数据显示，截至2025年底，全国新能源汽车保有量达4397万辆，占汽车总量的12.01%。另一个不容回避的现实是：随着新能源汽车市场 规模的持续扩大，如今首批电动汽车陆续进入"8年电池脱保期"，电池的健康谁来维护、电池性能衰减的问题谁来解决、进入到回收利用环节的动力电池又 能否规范透明？因此，构筑与新能源汽车规模相匹配的动力电池售后服务新生态，营造新能源汽车全生命周期可持续健康发展迫在眉睫。 日前，深圳市闪欣动力科技有限公司（以下简称"闪欣动力"）在上海发布 "闪欣动力&芯驰安养车连锁品牌暨全球首条动力电池CTP自动维修生产线。 芯驰安养车首店落户上海永畅新能源服务中心。切入新能源汽车动力电池售后维修赛道，闪欣动力有着怎样的初衷和愿景？发布会现场，闪欣动力CEO彭陈 表示，作为一家驱动新能源汽车售后产业升级与资源循环的科技服务商，闪欣动力将立志成为通过技术创新与模式创新，推动整个产业链向更高效、更规 范、更可持续方向发展的赋能平台。 据悉，目前闪欣动力已经与东风、长安、欣旺达等多家主流车企及动力电池企业展开了合作，合作的车企和电池企业均授权闪欣动力对其产品所使用的 动力电池或其生产的电池电芯进行专 ...

今年1月，国务院出台《固体废物综合治理行动计划》，提出到2030年重点领域固体废物专项整治取得 明显成效。国盛证券研报认为，固体废物治理要求按照减量化、资源化、无害化原则，构建覆盖源头减 量、过程管控、末端利用和无害化管理的综合治理体系，对固废处理等领域产生直接利好。 Wind数据显示，A股已有74家节能环保类上市公司披露2025年业绩预告。其中，45家公司净利润预计实 现同比增长（含18家预计减亏公司）。在绿色转型背景下，围绕能源管理、低碳园区服务的节能环保类 公司迎来发展机遇，部分资源再生公司通过市场拓展与技术创新实现业绩预增，一些公司通过提升运营 效率、优化管理实现降本增效。 把握绿色转型机遇 申菱环境预计2025年实现净利润2.05亿元—2.46亿元，较上年增长77.39%—122.87%。业绩增长的主要 原因是，数据中心建设持续加快，为公司数据服务业务带来较快增长；随着国家"碳中和"战略持续推 进，包括光伏发电、风力发电、抽水蓄能、新型储能、锂电池制造、充电桩等新能源相关产业将长期保 持快速发展，公司聚焦行业应用和高效节能，加强重点工业领域相关产品开发和业务拓展。 资源再生业务迎利好 在节能环保类上 ...

今年1月，国务院出台《固体废物 综合 治理行动计划》，提出到2030年重点领域固体废物专项整治取得 明显成效。 国盛证券 研报认为，固体废物治理要求按照减量化、资源化、无害化原则，构建覆盖源头 减量、过程管控、末端利用和无害化管理的综合治理体系，对 固废处理 等领域产生直接利好。 数据显示，A股已有74家 节能环保 类上市公司披露2025年业绩预告，其中45家公司净利润预计实现同 比增长（含18家预计减亏公司）。在绿色转型背景下，围绕能源管理、低碳园区服务的节能环保类公司 迎来发展机遇，部分资源再生公司通过市场拓展与技术创新实现业绩预增，一些公司通过提升运营效 率、优化管理实现降本增效。 把握绿色转型机遇 截至2月6日，在A股132家节能环保类上市公司中，已有74家公司披露2025年业绩预告。其中，31家公 司预告2025年净利润为正，在已披露公司中占比41.9%；45家公司预计净利润实现同比增长（含18家预 计减亏公司），占比60.8%。 南网能源 预计2025年净利润为3.0亿元至3.6亿元，上年净亏损为5812.6万元，业绩增长的主要原因是公 司节能业务板块巩固拓展，经营收入稳定增长；存量低效资产综合治 ...