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猩猩智联(天津)再生物资回收有限公司成立,注册资本200万人民币
Sou Hu Cai Jing· 2025-08-16 11:39
Company Overview - Xinxing Intelligent Recycling (Tianjin) Recycled Materials Co., Ltd. has been established with a registered capital of 2 million RMB [1] - The legal representative of the company is Zhang Jianmeng, and it is wholly owned by Xinxing Intelligent Recycling (Tianjin) Network Technology Co., Ltd. [1] Business Scope - The company's business scope includes recycling of renewable resources (excluding production waste metals), processing and sales of renewable resources, and research and development of resource recycling technology [2] - Additional activities include sales of second-hand goods, solid waste management, technical consulting for resource recycling services, sales of paper products, and sales of packaging materials and products [2] Industry Classification - The company is classified under the manufacturing industry, specifically in the comprehensive utilization of waste resources, focusing on the processing of metal waste and scrap [2] - The business is located in Tianjin Binhai New Area, specifically at Xingbo Plaza, Building 7-5-101, in the China-Singapore Eco-City [2]
长江材料业务持续稳健发展 上半年营收净利稳步提升
Group 1 - The company reported a revenue of 513 million yuan for the first half of the year, representing a year-on-year growth of 10.43% [1] - The net profit attributable to shareholders reached 73.38 million yuan, with a year-on-year increase of 5.03% [1] - The company achieved a basic earnings per share of 0.50 yuan, reflecting a growth of 7.45% compared to the previous year [1] Group 2 - The company maintains a leading position in the casting coated sand sector due to its production capacity, market share, and R&D strength [1] - The company has made significant advancements in its environmentally friendly coated sand technology, reducing ammonia emissions by over 90% compared to traditional resin-coated sand [1] - The company has established a mature business model for recycled sand and has begun large-scale production, providing services to well-known enterprises [1] Group 3 - The company's subsidiaries possess mining rights with a production capacity of 2 million tons per year for washed sand and 200,000 tons per year for roasted sand [2] - The company is investing in a new project to produce 3 million tons of washed sand annually, which will enhance its raw sand supply capabilities [2] - The company has established a production network across various regions in China, optimizing its cost structure and ensuring stable raw material supply [2]
大地海洋:完成虎哥股权转让工商变更,全产业链布局助力“无废城市”建设
Core Viewpoint - The acquisition of Zhejiang Tiger Waste Management Co., Ltd. by Dadi Ocean marks a significant step in enhancing the environmental protection industry chain and advancing the "waste-free city" initiative [2] Group 1: Acquisition and Business Expansion - Dadi Ocean has completed the equity transfer registration for Tiger, which is a key milestone in its strategic layout [2] - The acquisition allows Dadi Ocean to extend its business from industrial waste treatment to residential waste recycling, forming a complete "recycling-disassembly-utilization" industry chain [4] Group 2: Tiger's Business Model and Performance - Tiger has been engaged in waste recycling for 10 years, integrating internet, IoT, and big data technologies into its operations, creating a comprehensive waste recycling system [2] - In 2024, Tiger achieved a revenue of 466 million yuan and a net profit of 54.31 million yuan, demonstrating strong development capabilities and promising profitability [2] Group 3: Environmental Impact and Community Engagement - Tiger's household waste recycling service has covered 2 provinces, 5 cities, and 7 districts, recycling nearly 200,000 tons of household waste annually, resulting in a carbon reduction of 80,000 tons and a resource utilization rate exceeding 95% [2] - The company has conducted over 1,600 green public classes, engaging 137,000 students and promoting ecological civilization awareness in the community [3]
铅锌日评:区间整理-20250815
Hong Yuan Qi Huo· 2025-08-15 02:20
1. Report Industry Investment Rating - No information provided 2. Core Views of the Report - For the lead market, supply and demand are both increasing, there is no obvious contradiction, tight raw materials and peak - season expectations support lead prices, and short - term lead prices are expected to be range - bound [1] - For the zinc market, macro "anti - involution" sentiment fluctuates, both zinc ore and zinc ingot supply increase, demand is in the off - season, inventory continues to accumulate, and overseas LME zinc inventory decline provides some support, with short - term zinc prices expected to be range - bound [1] 3. Summary According to Relevant Catalogs Lead Market Price and Market Indicators - The average price of SMM1 lead ingots was 16,700 yuan/ton, down 0.30% from the previous day; the closing price of the main Shanghai lead futures contract was 16,770 yuan/ton, down 0.95% [1] - The Shanghai lead basis was - 70 yuan/ton, an increase of 110 yuan/ton; the premium in Shanghai was - 30 yuan/ton, an increase of 5 yuan/ton [1] - The trading volume of the active lead futures contract was 45,616 lots, up 57.64%; the open interest was 51,370 lots, up 3.94%; the trading - to - open - interest ratio was 0.89, up 51.67% [1] - LME lead inventory was 261,675 tons, unchanged; Shanghai lead warehouse receipts inventory was 61,784 tons, down 1.20% [1] - The closing price of LME 3 - month lead futures (electronic trading) was 1,990 US dollars/ton, up 0.10%; the Shanghai - London lead price ratio was 8.43, down 1.04% [1] Industry News - The action plan for strengthening and extending the industrial chain of key advantageous industries in Guangxi's manufacturing industry aims to build a "recycling - disassembly - regeneration - utilization" industrial system and promote the recycling of lead batteries [1] - On August 13, the LME 0 - 3 lead was at a discount of 42.01 US dollars/ton, and the open interest was 153,848 lots, an increase of 1,928 lots [1] Fundamental Analysis - Lead concentrate imports have no expected increase, processing fees are likely to rise, but it has not affected smelter operations. Primary lead production is stable with a slight increase [1] - The price of waste lead batteries is likely to rise, some recyclers hoard goods, and some smelters cut production due to raw material shortages or cost inversion. However, as the inventory of electrolytic lead plants decreases, the acceptance of high - priced recycled lead improves, and the production of recycled lead is gradually recovering [1] - Due to high temperatures and weak demand, the operation rate of some battery enterprises decreased last week. After previous stockpiling by dealers, they are now consuming inventory. The peak - season demand is average, and downstream buyers are cautious when lead prices rise [1] Zinc Market Price and Market Indicators - The average price of SMM1 zinc ingots was 22,440 yuan/ton, down 0.22% from the previous day; the closing price of the main Shanghai zinc futures contract was 22,480 yuan/ton, down 0.53% [1] - The Shanghai zinc basis was - 40 yuan/ton, an increase of 70 yuan/ton; the premium in Shanghai was - 50 yuan/ton, an increase of 5 yuan/ton [1] - The trading volume of the active zinc futures contract was 78,030 lots, down 0.40%; the open interest was 80,798 lots, down 6.03%; the trading - to - open - interest ratio was 0.97, up 5.99% [1] - LME zinc inventory was 77,450 tons, unchanged; Shanghai zinc warehouse receipts inventory was 17,097 tons, up 5.59% [1] - The closing price of LME 3 - month zinc futures (electronic trading) was 2,842.50 US dollars/ton, up 1.10%; the Shanghai - London zinc price ratio was 7.91, down 1.62% [1] Industry News - According to 29Metals' Q2 report, its zinc concentrate production in Q2 was 12,300 metric tons, a 28% quarter - on - quarter decrease. The annual production guidance for 2025 is 60,000 - 70,000 metric tons [1] - On August 13, the LME 0 - 3 zinc was at a discount of 1.5 US dollars/ton, and the open interest was 194,301 lots, an increase of 1,359 lots [1] Fundamental Analysis - Zinc smelters have sufficient raw material stocks, zinc ore processing fees are rising. It is expected that the processing fees for zinc concentrates in August will continue to increase, weakening the cost support [1] - At the beginning of last week, when zinc prices were low, downstream buyers purchased more. As zinc prices rebounded, the restocking sentiment weakened [1] - Domestically, the supply of zinc ore and zinc ingots is increasing, demand is in the off - season, and inventory is accumulating. Overseas, the continuous decline in LME zinc inventory provides some support [1]
石科院获批燃料和润滑剂国标验证点
Zhong Guo Hua Gong Bao· 2025-08-12 02:36
Core Viewpoint - The establishment of a national standard verification point for "clean and efficient utilization of fuels and lubricants" by Sinopec and Chengdu Product Quality Inspection Research Institute marks a significant advancement in the petroleum products sector, enhancing the scientific and practical applicability of standards [1][2]. Group 1 - The national standard verification point is approved by the National Standardization Administration and aims to validate technical requirements, core indicators, testing, and inspection methods to improve the scientificity and rationality of standards [1]. - Sinopec's Petroleum and Chemical Research Institute has drafted over 400 national standards in the petroleum products field, including mandatory national standards such as "Automotive Gasoline," showcasing its strong foundation in standardization work and good industry reputation [1]. - The verification point will serve as a hub for connecting new technology research with standardization, aiming to meet the standardization needs of new processes, products, methods, and equipment in the petrochemical industry [2]. Group 2 - Future plans include establishing a scientific and reasonable verification technology system to form an industry chain cooperation alliance for standard verification and research across the entire industry chain [2]. - A network of laboratory clusters will be built to integrate resources from refining enterprises, oil sales companies, vehicle machinery industries, and regulatory agencies, creating a robust verification laboratory foundation [2]. - The development of a verification evaluation technology system for the entire lifecycle of standards in the petrochemical field will address the complexities of raw materials and diverse process routes [2].
如东保全再生资源有限公司成立 注册资本50万人民币
Sou Hu Cai Jing· 2025-08-11 23:50
Group 1 - A new company, Rudong Baquan Renewable Resources Co., Ltd., has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Wang Xiangbao [1] - The business scope includes various activities related to renewable resources, such as recycling, processing, and sales of renewable resources, as well as research and development in related technologies [1] Group 2 - The company is involved in the recycling of production waste metals and the processing of metal waste and scraps [1] - It also focuses on the research and development of technologies for wastewater treatment, recycling of old asphalt, and carbon fiber recycling [1] - Additional services include resource management, consulting on resource recycling services, and extraction and purification of marine biological active substances [1]
制药厂生产淘汰的钯碳渣料仍含钯金属:旧料市场钯碳最新行情
Sou Hu Cai Jing· 2025-08-11 22:05
Group 1 - The core role of palladium-carbon in pharmaceutical manufacturing is to enhance reaction efficiency in the synthesis of drug intermediates through hydrogenation reactions [1][4] - Palladium, as a precious metal, exhibits excellent catalytic activity, reducing activation energy and enabling hydrogenation reactions to proceed under milder conditions [4] - The carbon support provides a stable attachment point for palladium particles, allowing for uniform dispersion and maximizing catalytic effectiveness [4] Group 2 - Used palladium-carbon eventually loses its activity and is discarded, but the residual palladium still holds significant value [5] - The value of one kilogram of palladium-carbon waste depends on the palladium content; current market price is approximately 261 yuan per gram [7] - Accurate analysis of palladium content in waste is crucial for cost accounting and resource management in pharmaceutical production [7] Group 3 - The rational use of palladium, a scarce precious metal, is essential for reducing resource consumption and production costs [9] - Even inactive palladium-carbon waste contains resource value, and the pharmaceutical industry must explore ways to fully utilize this value sustainably [9] - Environmental considerations are important in the disposal of palladium-carbon waste, ensuring compliance with environmental standards to prevent pollution [9] Group 4 - Overall, palladium-carbon plays a vital role in the synthesis of drug intermediates, and its residual palladium content provides value even in waste form [13] - Understanding the value composition and proper handling of this waste is crucial for cost control, effective resource utilization, and environmental protection [13]
从自身攻坚到全链推进 光伏产业减碳加速破局
Core Viewpoint - The Chinese photovoltaic industry is transitioning towards a model that balances "green manufacturing" and "manufacturing green" as it faces challenges in carbon emissions and resource consumption while expanding capacity [1][2]. Industry Overview - The photovoltaic industry in China is experiencing significant growth, with a cumulative installed capacity of over 1 billion kilowatts as of May 2023, surpassing thermal power for the first time [1]. - The industry is under pressure to enhance its green and low-carbon transformation, with 95% of surveyed companies setting climate goals and 87% disclosing carbon emissions data [1][2]. Carbon Emissions - The total carbon emissions from the 44 companies that disclosed their operational data reached 105 million tons of CO2 equivalent for 2024, with a notable increase from 45.23 million tons in 2022 to 70.57 million tons in 2024, marking a 46.6% rise from 2022 to 2023 and a 5.7% increase from 2023 to 2024 [2]. - The primary drivers of rising carbon emissions are production expansion and potential increases in energy consumption due to technological upgrades [2]. Policy and Regulation - The Ministry of Industry and Information Technology is set to release guidelines to promote high-quality development in the photovoltaic sector, focusing on resource utilization, energy management, and ESG disclosures [2]. - Regulatory guidance from stock exchanges emphasizes the need for companies to disclose 21 ESG-related topics, including emissions and biodiversity [2]. Product Carbon Footprint - The carbon footprint of photovoltaic products is becoming a critical factor in market competitiveness, with strict requirements in regions like France and South Korea [3]. - 25 companies have disclosed carbon footprint data for over 80 products, while 11 others are working on carbon footprint assessments without disclosing quantitative data [3]. Supply Chain Emissions - Scope 3 emissions from the supply chain account for over 90% of total greenhouse gas emissions for companies focused on photovoltaic components, and over 50% for those producing silicon materials [4]. - 20 companies have disclosed their Scope 3 emissions, with several integrating supplier emissions into their management practices [4][5]. Renewable Energy Utilization - 40 companies reported using renewable energy, totaling 57.1 million megawatt-hours in 2024, resulting in a reduction of over 32.55 million tons of CO2 equivalent [5]. - Companies like Sungrow Power Supply and Tongwei Co. have reported that renewable energy constitutes over 60% of their total energy consumption [5]. Water Resource Management - 80% of companies involved in the production of polysilicon, silicon wafers, and solar cells have disclosed water resource consumption data, with some taking targeted actions based on water resource assessments [6]. - The industry faces challenges in recycling retired photovoltaic components, with predictions of significant volumes of waste starting in 2025 [6][7]. Recycling Challenges - 16 out of 31 companies involved in component production have disclosed efforts in waste component recycling, but the lack of a mandatory recycling mechanism and high costs of recycling technologies pose significant challenges [7]. - The industry is encouraged to adopt a circular economy approach, integrating production, usage, and recycling processes [7].
数读中国 4亿人次享受补贴!数说以旧换新“多重效应”
Ren Min Wang· 2025-08-09 02:54
Group 1 - The core viewpoint is that the "trade-in" policy has significantly boosted consumer spending, with a total sales volume of 2.9 trillion yuan and approximately 400 million people benefiting from subsidies in the first half of the year [1][4]. - The summer season is identified as a peak sales period for home appliances and electronic products, with the third batch of trade-in funds expected to further stimulate consumption [1][4]. - Over 66 million consumers have purchased products from 12 major categories under the trade-in program, resulting in over 1.09 billion units sold [3]. Group 2 - Retail sales of home appliances and audio-visual equipment have seen a year-on-year increase of 30.7%, while cultural and office supplies retail sales grew by 25.4% [4]. - The retail sales of communication equipment increased by 24.1%, and furniture retail sales rose by 22.9%, indicating a strong consumer market [4]. - The retail volume of passenger cars increased by 10.8%, reflecting a positive trend in the automotive sector [4]. Group 3 - Since the issuance of the notice on enhancing the trade-in program in August last year, retail sales of home appliances have consistently maintained double-digit growth [6]. - Smart products such as AI smartphones, robotic vacuum cleaners, and smart locks have become more prevalent in households, enhancing consumer convenience and efficiency [6]. Group 4 - The penetration rate of new energy vehicles is projected to reach 50.2% by 2024, with the number of new energy vehicles increasing 5.4 times compared to 2020 [8]. - The recycling of resources has improved, with 1.955 million scrapped vehicles recovered nationwide, marking a 58.6% increase [8]. - The dismantling of old home appliances by enterprises under the supply and marketing cooperative reached 4.825 million units, also showing a 58% growth [8]. Group 5 - The express delivery industry has effectively supported the trade-in program, contributing to an 8.5% year-on-year growth in online retail sales in the first half of the year [9]. - A notable milestone was achieved when a trade-in home air conditioner became the 1 billionth express delivery item in 2025, reaching this target 35 days ahead of schedule compared to the previous year [9].
保定市熔合再生资源有限公司成立 注册资本50万人民币
Sou Hu Cai Jing· 2025-08-08 22:10
Group 1 - Baoding Fusion Recycling Resources Co., Ltd. has been established with a registered capital of 500,000 RMB [1] - The legal representative of the company is Liu Haitao [1] - The company's business scope includes general projects such as recycling of renewable resources, processing of renewable resources, and solid waste management [1] Group 2 - The company is involved in the recovery and processing of non-metallic waste and scrap, as well as the recycling of used power batteries from new energy vehicles [1] - The company also provides technical consulting services for resource recycling and operates municipal facility management [1] - Certain activities, such as urban household waste management and kitchen waste treatment, require specific approvals and licenses [1]