生活垃圾焚烧产生的热量用于发电或供热；通过"点对点"定向利用，让危险废物变身为"生产资料"…… 这些变废为宝、循环利用的有效环保措施是江西省吉安市永新县推动资源循环利用的生动实践。 "垃圾废弃物只是放错了地方的资源。"永新生态环境局党组书记、局长龙怡华表示，永新生态环境局紧 紧抓住"无废城市"建设机遇，不断健全体制机制，创新打造从源头到末端、从生产到消费、从预防到治 理的全过程、全生命周期管理模式，积极促进资源循环利用，探索走出一条生态优先、节约集约、绿色 低碳的高质量发展之路。 初秋时节，走进光大环保能源（永新）有限公司生产区域，环顾四周，厂区干净整洁，厂房窗明几净， 地面一尘不染。这里空气清新，没有闻到一丝异味。 在吊机控制室，透过厚厚的玻璃可以看到，几十米深的垃圾池里堆满了生活垃圾。工作人员控制抓斗， 轻松抓起数吨发酵后的垃圾投入焚烧炉。这些垃圾在焚烧炉里"浴火重生"，最终转化为电能，通过电网 输送到千家万户。 "公司年处理生活垃圾21.9万吨，年发电量8721.38万千瓦时。"光大环保副总经理彭伟说，"我们不仅消 纳了生活垃圾增量，还将填埋场历年的陈腐生活垃圾挖出来焚烧，现在最担心的还是生活垃圾够不 ...

企业介绍 蔚来公司于2014年11月成立，致力于提供高性能的智能电动汽车与极致用户体验，是全球首家在美国、 中国香港、新加坡三地上市的汽车企业，建立了由12个领域的技术栈构成的"蔚来技术全栈"。蔚来公司 是一家全球化的智能电动汽车公司，在上海、合肥、北京、圣何塞、慕尼黑、牛津、布达佩斯、新加 坡、阿布扎比等10余地设立了研发与生产机构，并在中国、欧洲、中东、大高加索等地的10个国家和地 区建立销售和服务体系，覆盖全球超350个城市的用户。公司旗下现有NIO蔚来、ONVO乐道、firefly萤 火虫三大品牌，其中，蔚来品牌有九款高端智能电动车型在售，乐道品牌有两款车型在售，firefly萤火 虫品牌有一款智能电动高端小车在售。截至目前，蔚来公司已累计交付新车80多万台。 文/华夏ESG观察联盟 为实现"车到车" 闭环回收全流程，蔚来Circular Car Lab在2024年自主设计开发了线上追溯系统，并交付 循环各级合作伙伴使用，全流程追溯2024年度报废车、废料、成品、零件情况，以保证"车到车" 回收 数据的追溯性、真实性、完整性。 2024年，依托Circular Car Lab，蔚来已完成"车到车" 级 ...

从餐厨废油到航空燃料，成都简阳市以科技创新赋能资源循环利用，在成渝地区双城经济圈建设中加速 布局绿色发展新赛道，为国家实现"双碳"目标注入简阳力量。 （文章来源：每日经济新闻） 近日，可持续航空燃料原材料生产及生物质能源研发基地项目启动仪式在四川简阳经济开发区举行，标 志着该项目正式进入建设阶段。该项目的落地，不仅能实现废弃油脂资源化利用，为简阳打造绿色低碳 产业集群注入新动能，更填补了四川省在可持续航空燃料原料规模化生产领域的空白。 据悉，项目将分两期建设，目前启动的一期工程总投资5000万元，将建成5万吨可持续航空燃料预处理 生产线、智能物联系统及配套办公设施，预计2026年3月底投产。可持续航空燃料原材料生产及生物质 能源研发基地项目总投资约1亿元，总用地规模70亩，由成都简舟生物质能源科技有限公司投资建设， 专注于通过国内领先技术，将废弃油脂等生物质资源高效转化为高品质可持续航空燃料原料。该项目不 仅从源头消除了"地沟油"回流餐桌的安全隐患，更打通了生物质能源化利用的全链条体系，为航空业绿 色转型提供了稳定可靠的原料支撑。项目达产后，预计可实现年总产值4亿元。 ...

Core Viewpoint - GEM Co., Ltd. (格林美) has submitted its prospectus for an initial public offering (IPO) on the Hong Kong Stock Exchange, aiming to list on the main board [2][3]. Group 1: Company Overview - GEM was established in 2001 and is a leader in the recycling of critical metal resources and lithium-ion batteries, as well as a prominent player in the global new energy materials manufacturing industry [3][5]. - The company operates under a business model that focuses on "eliminating pollution and recreating resources" through urban mining [3]. Group 2: Market Position - In the critical metal resource sector, GEM ranks first in China for the recovery of nickel, cobalt, and tungsten, and is among the top three globally for MHP (Nickel Cobalt Hydroxide) production [5]. - GEM is the largest in China for lithium-ion battery recycling and has established partnerships with over 1,000 automotive and battery manufacturers globally [5]. Group 3: Financial Performance - GEM's revenue for the years 2022, 2023, 2024, and the first half of 2025 was approximately RMB 29.39 billion, RMB 30.53 billion, RMB 33.20 billion, and RMB 17.56 billion respectively [11][12]. - The net profit for the same periods was RMB 1.33 billion, RMB 1.16 billion, RMB 1.33 billion, and RMB 842.77 million respectively [11][12]. Group 4: Shareholder Structure - As of September 16, 2025, the shareholder structure before the Hong Kong listing shows that the founders, Xu Kaihua and Wang Min, hold a combined 9.02% of the shares, while other A-shareholders hold 90.98% [7]. Group 5: Management Team - The board of directors consists of seven members, including four executive directors and three independent non-executive directors [9]. - Key executives include Xu Kaihua (Chairman and General Manager) and Wang Min (Executive Director) [9][10].

天眼查App显示，近日，新沂市瀚晨再生资源回收有限公司成立，法定代表人为王颢程，注册资本20万 人民币，经营范围为一般项目：再生资源回收（除生产性废旧金属）；生产性废旧金属回收；再生资源 销售；再生资源加工；金属制品销售；金属材料销售；有色金属合金销售；包装材料及制品销售；纸制 品销售；塑料制品销售；机械设备销售；橡胶制品销售；建筑材料销售；机械电气设备销售；化工产品 销售（不含许可类化工产品）；汽车零配件批发；日用品批发；家用电器销售；安防设备销售；电子产 品销售；日用玻璃制品销售；通信设备销售；电线、电缆经营；电子元器件与机电组件设备销售；五金 产品零售；仪器仪表销售；消防器材销售；装卸搬运；普通货物仓储服务（不含危险化学品等需许可审 批的项目）；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推广；资源循环利用服务技 术咨询；金属废料和碎屑加工处理（除依法须经批准的项目外，凭营业执照依法自主开展经营活动）。 ...

Group 1 - The Shantou-Meizhou Expressway expansion project, the first of its kind in Guangdong's mountainous and hilly areas, spans approximately 88 kilometers and is set to be completed by 2026, expanding from a dual four-lane to a dual eight-lane highway [1] - The project emphasizes green, low-carbon, and efficient construction principles, achieving multiple environmental innovations in resource recycling, energy conservation, and construction process innovation [1] - The project introduces a new "precast T-beam lifting and rotating technology," which allows for the reuse of existing bridge beams, filling a technological gap in Guangdong's highway bridge renovation [1] Group 2 - The project excels in the "turning waste into treasure" approach, utilizing mobile and fixed stone production lines for recycling and processing, significantly reducing the need for external stone purchases and waste disposal [2] - Approximately 1.84 million tons of crushed stone were produced from the processed earth and rock materials along the entire route, equivalent to the load capacity of 60,000 fully loaded heavy trucks, achieving "zero external transportation of waste and full resource recycling" [2]

Investment Rating - The investment rating for the environmental sector is "Positive" [2] Core Viewpoints - The new energy storage action plan has been implemented, with expectations for demand to improve significantly. By 2027, the new energy storage capacity is projected to exceed 180 million kilowatts, driving direct project investments of approximately 250 billion yuan [3][15][21]. - The new energy storage market is experiencing rapid growth, with installed capacity reaching 78.3 GW in 2024, a year-on-year increase of 126.9%. This marks the first time that the cumulative installed capacity of new energy storage has surpassed that of pumped storage [21][24]. - The shift from "policy-driven" to "market-driven" energy storage is underway, with the cancellation of mandatory storage requirements for new energy projects, which is expected to foster long-term market development [16][17]. Summary by Sections Market Performance - As of September 19, the environmental sector has underperformed the broader market, with a decline of 1.42% compared to a 1.30% drop in the Shanghai Composite Index [3][8]. Industry Dynamics - The Ministry of Transport released standards for hydrogen transportation, enhancing safety and promoting the development of the hydrogen transport sector [37]. - A significant milestone was achieved with the delivery of a solid-state hydrogen emergency power supply, marking progress in solid hydrogen storage technology [38]. Investment Recommendations - The report emphasizes the high growth potential in energy conservation, environmental protection, and resource recycling sectors. It recommends focusing on companies like Hanlan Environment, Xingrong Environment, and Hongcheng Environment, while also suggesting attention to companies such as Wangneng Environment and Junxin Co [55].

Group 1 - The core focus is on promoting green and low-carbon development in Chongqing's manufacturing sector, aligning with national goals for high-quality development [1][2] - Chongqing aims to build three trillion-yuan-level leading industrial clusters: intelligent connected new energy vehicles, next-generation electronic information manufacturing, and advanced materials [2] - In the first eight months of this year, Chongqing's new energy vehicle production reached 690,000 units, a year-on-year increase of 31.4% [2] Group 2 - The city is optimizing its industrial structure by increasing the proportion of low-energy consumption and high-output industries while controlling the scale of high-energy consumption and high-emission industries [3] - From 2021 to 2024, the energy consumption per unit of industrial added value in Chongqing is expected to decrease by 12.3% [3] - The share of six high-energy-consuming industries in the city's industrial output has been reduced to below 25%, outperforming the national average [3] Group 3 - Leading companies like Huafeng Chemical have made significant advancements in energy conservation and circular economy, achieving a carbon utilization rate of over 96% in their production processes [4] - Chongqing has established 170 national-level green factories and 16 national-level green industrial parks, with the output of green factories accounting for 29.5% of the city's total industrial output [4] Group 4 - The city is developing a resource recycling "ecological circle," with significant capacities for recycling various materials, including 450 million tons of scrap steel and 60 million tons of recycled aluminum [6] - Chongqing's industrial water consumption per unit of added value has decreased by over 15%, meeting national industrial water-saving targets [6] - Companies like Chongqing Conch Cement are utilizing waste and garbage for fuel, saving 42,000 tons of standard coal annually while promoting ecological initiatives [6]

Core Viewpoint - Chongqing is focusing on green and high-quality development by optimizing industrial structure, promoting green benchmarks, and enhancing resource recycling to build a modern industrial system with advanced manufacturing as the backbone [1][2][3][4][5][6] Group 1: Industrial Structure Optimization - Chongqing aims to increase the proportion of low-energy consumption and high-output industries while expanding new growth areas, with a focus on hydrogen energy and high-end equipment manufacturing [1][2] - In the first eight months of this year, Chongqing produced 690,000 electric vehicles, a year-on-year increase of 31.4%, and the integrated circuit output reached 7.6 billion pieces, up 65.6% [2] Group 2: Green Benchmark Leadership - Companies like Huafeng Chemical have made significant advancements in energy conservation and circular economy, achieving over 96% carbon utilization rate in their production processes [4] - Chongqing has established 170 national-level green factories and 16 national-level green industrial parks, with the output of green factories accounting for 29.5% of the city's total industrial output [4] Group 3: Resource Recycling and Ecological Circle - Chongqing has developed a resource recycling ecosystem, achieving a recycling capacity of 4.5 million tons of scrap steel and maintaining a comprehensive utilization rate of industrial solid waste above 70% [6] - The city has implemented projects for wastewater recycling and solar energy utilization, with a water reuse rate exceeding 97% for three consecutive years [5][6]

Core Viewpoint - Chongqing is focusing on green and high-quality development by optimizing industrial structure, promoting green benchmarks, and enhancing resource recycling to build a modern industrial system with advanced manufacturing as its backbone [1][2][3][4][5][6]. Group 1: Industrial Structure Optimization - Chongqing aims to increase the proportion of low-energy consumption and high-output industries while reducing the scale of high-energy consumption and high-emission industries [1][3]. - The city has seen a 31.4% year-on-year increase in the production of new energy vehicles, reaching 690,000 units in the first eight months of the year [2]. - The production of integrated circuits has grown by 65.6%, with a total output of 7.6 billion units [2]. Group 2: Green Benchmarking - Companies like Chongqing Huafeng Chemical Co., Ltd. have made significant advancements in energy conservation and circular economy, achieving a carbon utilization rate of over 96% in their production processes [4]. - Chongqing has established 170 national-level green factories and 16 national-level green industrial parks, with the output of green factories accounting for 29.5% of the city's total industrial output [4]. Group 3: Resource Recycling and Circular Economy - The city has developed a resource recycling ecosystem, achieving a recycling capacity of 4.5 million tons of scrap steel and 600,000 tons of recycled aluminum [6]. - Chongqing's industrial water consumption has decreased by over 15%, meeting national water-saving targets [6]. - The Chongqing Conch Cement Co., Ltd. has implemented projects to utilize waste and kitchen garbage as fuel, saving 42,000 tons of standard coal annually [6].