Group 1 - The coal-water pool sludge treatment project by Guodian Power's Jinjie Company has officially entered the trial operation phase, aiming to efficiently process and recycle sludge, thus addressing environmental concerns related to sludge accumulation [1] - The project utilizes an integrated treatment process that includes wastewater collection, high-frequency coarse interception, efficient concentration, sludge dewatering, and water reuse, replacing traditional outdoor drying methods [1] - The technology allows for the separation of sludge and clean water, achieving a stable sludge moisture content of below 20%, which meets boiler co-firing standards, while the quality of recycled water exceeds industry reuse standards [1] Group 2 - Guodian Power emphasizes ecological priority and proactive governance, focusing on pollution reduction and carbon reduction, while promoting the principles of solid waste reduction, resource utilization, and harmlessness [2] - The company is exploring new models and pathways for solid waste governance and utilization in the coal-based energy sector, systematically addressing the reduction and disposal of coal-based solid waste [2] - Guodian Power aims to enhance the comprehensive utilization and disposal levels of solid and hazardous waste, supporting high-quality development of ecological environment and social economy [2]

Group 1: REITs Market Overview - The REITs index continues to rise, with property types showing strength this week, indicating a recovery in market activity [2][3] - As of June 13, 2025, the total market value of REITs reached 204.08 billion yuan, an increase of 2.01 billion yuan from the previous week [3][4] - The average weekly increase for property-type REITs was 0.95%, outperforming other categories [4] Group 2: H Acid Market Dynamics - The average market price of H acid as of June 13, 2025, was 41,750 yuan per ton, up 5,750 yuan per ton since early January 2025 [6][7] - Supply-demand tightness is expected to push H acid prices higher, with effective domestic production capacity currently below 60,000 tons, leading to a supply gap of over 10% [8][9] - Companies with integrated production capacity for H acid and reactive dyes, such as Zhejiang Longsheng and Jinchicken Co., are expected to benefit from rising prices [9][10] Group 3: North Exchange Market Insights - As of June 13, 2025, the North Exchange A-share component stocks totaled 267, with an average market capitalization of 3.046 billion yuan [11] - The North Exchange 50 index experienced a decline of 3.11%, while the average daily trading volume increased by 31.28% compared to the previous week [11][12] - The newly listed company, Jiao Da Tie Fa, focuses on intelligent products and services for rail transit, with projected revenue of 335 million yuan for 2024 [12] Group 4: AI Chip Design System Launch - The world's first AI-based chip design system, "Enlightenment," was launched, achieving full automation in chip design processes [14][16] - The system can design a 32-bit RISC-V CPU in just five hours, matching the performance of Intel 486, and has completed its first silicon [16] - This innovation is expected to significantly enhance the efficiency of chip design and development in the semiconductor industry [16] Group 5: New Materials Industry Outlook - The new materials sector is anticipated to enter a growth phase driven by increasing downstream demand and supportive policies [14][25] - Key areas of focus include semiconductor materials, renewable energy technologies, and biodegradable plastics, which are expected to see significant investment and development [19][23] - The industry maintains a "recommended" rating due to its potential for growth and innovation [25]

构建废弃物循环利用体系是关键一环。广东将合理规划建设"回收点-中转站-分拣中心"全链条再生资源 回收体系，每个县（市、区）至少建成1个再生资源分拣中心，探索生活垃圾分类网点、废旧物资回收 网点、一般工业固体废物回收网点"三网融合"。 在生活领域，广东将倡导绿色低碳生活方式，推进"无废细胞"建设，严控商品过度包装，推广快递绿色 包装和"光盘行动"。健全生活垃圾分类处理体系，提升分类全程管理水平，完善低值可回收物目录和补 贴政策。提升市政污泥处理处置能力。 （文章来源：深圳商报） 【深圳商报讯】（驻穗记者姚嘉莉）记者近日从广东省生态环境厅获悉，广东省已印发《广东省全 域"无废城市"建设工作方案》（以下简称《方案》），系统谋划全域"无废城市"建设工作，推动固体废 物减量化、资源化、无害化处理，助力美丽中国建设。 《方案》按照2025年、2027年、2035年3个时间节点设置阶段性目标。到2025年，全省21个地级以上市 全面开展"无废城市"建设，固体废物产生强度持续降低。到2027年，危险废物填埋处置量占比稳中有 降，固体废物产生强度明显下降，资源化利用率明显提升。到2035年，全域建成"无废城市"，固体废物 产生 ...

Core Viewpoint - The construction of a "waste-free city" in Xiong'an is characterized by the integration of the "waste-free" concept into urban planning from the outset, creating unique "waste-free scenarios" that contribute to a sustainable urban environment [1][11]. Group 1: Waste-Free City Concept - Xiong'an is one of the first pilot cities in China for the "waste-free city" initiative, focusing on advanced urban management that emphasizes waste reduction, resource recycling, and harmless waste disposal [4][11]. - The "waste-free city" is likened to a healthy ecosystem that self-regulates, aiming for waste minimization and resource recovery [4][11]. Group 2: Circular Economy and Community Engagement - In Huangwan Village, the transformation of idle courtyards into "waste-free homestays" showcases a successful model of circular economy, utilizing geothermal water resources while preventing groundwater pollution [2][4]. - The "waste-free village" initiative includes regular second-hand markets that promote zero waste and enhance local tourism, attracting visitors from as far as Beijing [5][4]. Group 3: Innovative Waste Management Solutions - The Xiong'an Guangda Ecological Industrial Park features an underground intelligent waste incineration facility that operates with zero landfill and near-zero carbon emissions, generating over 300 million kilowatt-hours of electricity since May 2023 [6][8]. - The "waste-free cells" concept encompasses various sectors including government, schools, communities, and tourism, emphasizing tailored management for effective waste reduction [8][11]. Group 4: Ecological Restoration and Tourism - Baiyangdian, the largest freshwater lake in North China, is undergoing significant ecological restoration as part of the "waste-free city" initiative, with innovative waste resource utilization models being developed [9][11]. - The region is exploring "waste-free + tourism" models, enhancing the visitor experience while promoting ecological sustainability [11][9].

Core Insights - The launch of the TV series "Lychee of Chang'an" has significantly increased the popularity of lychee-related food, attractions, and discussions, leading to a surge in both online and offline sales of lychee, with a reported increase of over 560% in transaction value for Guangdong lychee compared to last year [1] - The series has also prompted local tourism media in Guangdong and Xi'an to promote related attractions, resulting in a rise in tourist visits to sites associated with the lychee transportation theme [1] - The central government's recent policy emphasizes the importance of developing local specialty brands to enhance agricultural product marketing and sales [1][2] Industry Overview - Lychee is one of Guangdong's most important agricultural products, with the province leading the nation in cultivation area, production, and value, employing over 1.8 million people in the industry [2] - The expected lychee production for this year in Guangdong is approximately 1.6 million tons, marking a peak production year [2] - The Guangdong Provincial Department of Agriculture has initiated a promotional action plan for lychee sales, targeting various production areas to optimize marketing strategies and extend the supply period [2][3] Agricultural Development Strategy - The "12221" market system aims to enhance agricultural product branding and sales, focusing on data collection, market expansion, and promotional activities [3] - The "Hundred Counties, Thousand Towns, and Ten Thousand Villages" initiative seeks to improve the economic development of all administrative levels in Guangdong, with specific goals set for the next decade [3] - Guangdong has successfully included 21 lychee varieties in the national list of quality agricultural products, showcasing its potential to establish a global reputation for lychee [3] Export Potential - Guangdong has formed the largest lychee export group in China, indicating a strategic move to enhance its international market presence [3]

Core Points - The Guangdong Provincial Government has released a comprehensive plan for the construction of "waste-free cities," aiming for full implementation across all prefecture-level cities by 2025 and achieving a complete "waste-free city" status by 2035 [1] Group 1: Goals and Timeline - By 2025, all prefecture-level cities in Guangdong will fully implement "waste-free city" construction [1] - By 2027, the proportion of hazardous waste landfill disposal will decrease, solid waste generation intensity will significantly decline, and resource utilization rates will improve [1] - The ultimate goal is to establish a "waste-free city" across the province by 2035 [1] Group 2: Policy and Technological Framework - The plan emphasizes the need for a robust policy and regulatory framework, alongside technological innovation to support waste management [2] - It proposes the establishment of an ecological compensation mechanism for the cross-regional transfer and disposal of solid waste [2] - The plan includes the development of core technologies for solid waste recycling and encourages participation in carbon reduction projects [2] Group 3: Resource Recycling and Management - A comprehensive recycling system will be established, including collection points, transfer stations, and sorting centers, creating an ecological loop involving residents, individual recyclers, and recycling enterprises [2] - Each county or district is required to establish at least one recycling sorting center [2] - The plan aims to develop a resource recycling industry, focusing on modern "urban mining" bases and circular economy industrial parks [2] Group 4: Hazardous Waste Management - The plan outlines a coordinated approach to hazardous waste disposal, emphasizing the need for centralized disposal capabilities [3] - It encourages the provision of one-stop environmental management services for small and micro enterprises [3] - The plan aims to enhance the information management of hazardous waste through standardized processes and smart technologies [3] Group 5: Sector-Specific Initiatives - In the industrial sector, the plan promotes the recycling of industrial solid waste and emphasizes the management of battery manufacturing and recycling [4] - It also addresses the management of construction waste, advocating for source reduction and the use of recycled materials in construction projects [5] - In agriculture, the plan promotes eco-friendly farming practices and the recycling of agricultural solid waste [5] Group 6: Collaborative Efforts - The plan encourages collaboration within the Guangdong-Hong Kong-Macao Greater Bay Area to establish unified solid waste management standards [7] - It aims to explore mechanisms for regional waste collaborative utilization and the construction of regional recycling projects [7]

广东省人民政府办公厅印发《广东省全域"无废城市"建设工作方案》。其中提出，到2025年，全省各地 级以上市全面开展"无废城市"建设，固体废物产生强度持续降低。到2027年，危险废物填埋处置量占比 稳中有降，固体废物产生强度明显下降，资源化利用率明显提升。到2035年，全域建成"无废城市"，固 体废物产生强度指标、循环利用水平总体居于全国前列。 ...

良好生态环境是最普惠的民生福祉。6月6日，省政府新闻办举行2025年河南省六五环境日新闻发布会， 发布《2024年河南省生态环境状况公报》，总结成绩，谋篇布局，着力加强生态环境保护。 生态环境质量稳中向好 这几天的下班路上，郑州市民常被天边的一抹晚霞惊艳，驻足拍摄，蓝天和夕阳填满一寸寸"小确幸"。 数据是最好的证明。据新闻发布会通报，今年我省环境空气质量持续改善，截至5月31日，全省优良天 数101天、同比增加6.9天，重污染天数1.9天、同比减少4.6天，均达到近年来同期最好水平。2024年， 全省优良天数248天、同比持平，重污染天数7.9天、同比减少2.9天。 水是生命之源、生产之要、生态之基。2024年，河南水环境质量持续改善向好，全省160个国控断面中 Ⅰ—Ⅲ类水质断面占86.1%，无劣Ⅴ类水质断面，南水北调丹江口水库陶岔取水口及总干渠出省境水质 稳定保持Ⅱ类及以上，黄河干流水质连续5年达到Ⅱ类。 协同推进降碳减污扩绿增长，坚决遏制"高耗能、高排放、低水平"项目盲目发展，加快传统产业转型升 级，拓展生态产品价值实现路径； "2022年起，我省开展了省级美丽河湖优秀案例征集活动，共征集优秀案例37个。 ...

走进杭州市富阳区申能固废环保再生有限公司，一台台熔炼炉依次排开，炉火耀眼。行走在厂区内，却 看不见漫天扬尘，听不到震耳噪声，也闻不到垃圾的刺鼻气味。 "企业专门收集、利用和处置有色金属固体废物，采用的高温熔融技术不仅可确保处置过程绿色环保， 还解决了有色金属残渣利用率低的难题，对危险固废'吃干榨尽'。"该公司负责人胡显春告诉记者，从 含铜废物和有色金属冶炼废物中，综合回收金、银、锡等金属，实现了固体废物源头减量和资源化利 用。 工业固废，来源于工业生产活动，可利用价值并不低。专家指出，相较于废水、废气，工业固废更容易 实现资源化利用，经过适当工艺处理，还可成为工业原料。固废处理需要"硬科技"支撑。"自主研发的 含铜多金属危险固废综合利用技术及装备，经中国环境科学学会评定达到国际先进水平。"胡显春说， 这项技术应用可以减少矿山开采冶炼，相当于新造了多座"城市矿山"。2024年，该企业共收集危险固废 27.8万吨，产出金属铜3.7万吨、建材原料17万余吨，固废减量90%以上。 2024年，"虎哥"在余杭区共收集处理家庭废弃物约9.8万吨，减少碳排放量约20.9万吨，服务约37.9万户 居民，"虎哥模式"还入选了国 ...

Group 1 - The core viewpoint of the news is that Dadi Ocean is acquiring 100% of Zhejiang Huguo Waste Management Co., Ltd. for 135 million yuan, which is a strategic move to enhance its position in the waste resource utilization industry amid supportive policies for carbon neutrality and waste-free city initiatives [2][4]. Group 2 - In 2024, Dadi Ocean achieved a revenue of 947 million yuan, a year-on-year increase of 0.99%, and a net profit of 85.97 million yuan, reflecting a significant growth of 54.99% [3]. - The company has established a dual business system covering hazardous waste and electronic waste treatment, providing comprehensive services to over 8,000 waste-producing units in Zhejiang Province [3]. - Dadi Ocean's subsidiary, Shengtang Environmental Protection, accounted for 40.02% of the total standardized dismantling quantity of electronic waste in Zhejiang Province in 2024, maintaining its leading position [3]. Group 3 - The acquisition of Huguo will extend Dadi Ocean's business from industrial waste treatment to household waste recycling, creating a complete industrial chain from collection to dismantling and utilization [4]. - Huguo integrates internet, IoT, and big data technologies into waste recycling, achieving a revenue of 466 million yuan and a net profit of 54.31 million yuan in 2024 [4]. - The collaboration between Dadi Ocean and Huguo is expected to generate synergies in brand, channel, and technology, positioning the company as a leading service provider for waste-free city construction in China [4]. Group 4 - The recycling industry is entering a golden era due to supportive policies under the carbon peak and carbon neutrality strategy, which emphasize the importance of waste resource utilization [5][6]. - The comprehensive promotion of waste-free city initiatives is accelerating the development of the recycling industry, with Dadi Ocean poised to benefit from these policy advantages [6]. - The company is expected to enhance its market share through a combination of organic growth and external acquisitions, solidifying its competitive edge in the recycling sector [6].