与会代表深入探讨了发展可持续劳动模式、应用数字技术、提升合作社竞争力等议题。论坛还举行 了开放式对话，助力合作社破解生产转型中的难题，拓展市场，并加强与企业在绿色可持续价值链中的 对接与协作。 （原标题：越副总理：集体经济组织需引领绿色转型） 越通社4月11日报道，2025年国家合作社论坛当日举行，主题为"促进绿色生产方式转型，实现可持 续发展"，越南副总理阮志勇、越南合作社联盟主席高春秋芸、农业与环境部副部长武文兴、财政部副 部长阮德心等出席论坛。 阮表示，发展绿色经济、循环经济已成全球趋势，越南坚定奉行"不以牺牲社会进步、公平与环境 换取单纯经济增长"发展理念，绿色转型、绿色增长不仅是越南发展战略，更是推动经济结构重组、实 现可持续繁荣和碳中和的关键动力。各部委和地方政府应完善体制，营造有利于合作社绿色发展的环 境，大力推动绿色金融，如发行绿色债券、提供绿色项目优惠信贷，吸引国际投资等。集体经济组织需 主动突破体制障碍，积极转变思维和行动，强化对绿色技术及数字化转型的投入，引领绿色转型。 阮强调，要大力推动集体经济科研、创新和数字化转型。合作社要采用全球绿色标准及环境、社会 与治理（ESG）规范，打造谙熟 ...

Report Summary 1. Report Industry Investment Rating - No investment rating information is provided in the report. 2. Core View of the Report - On Tuesday, polyolefins traded in a consolidative manner. Due to the US tariff hikes and increased crude oil supply, international crude oil prices dropped significantly, exerting pressure on polyolefins at the opening. For polyolefins in the refining and chemical segment, the increase in OPEC supply suppresses oil prices, which helps repair the production profit of oil - based products. However, the tariff hikes increase the cost of PDH - process PP and are unfavorable for global commodity terminal demand, directly affecting the demand for chemical products. In the short term, the market will inevitably be impacted. Besides monitoring cost - side fluctuations, more attention should be paid to the demand side in the dual - circulation economy, and whether the domestic economy can continue to grow in the second quarter to offset the negative impact of US tariff hikes on demand [2]. 3. Summary According to Relevant Catalogs Futures Market Data - **LL Futures**: The 1 - month contract had a previous day's closing price of 7205, a 2 - day - ago closing price of 7236, a decline of 31, and a decline rate of 0.43%. The trading volume was 2517, the open interest was 9238, and the change in open interest was 472. The 1 - month to 5 - month spread was - 121 (previous value - 84), the 5 - month to 9 - month spread was 101 (previous value 59), and the 9 - month to 1 - month spread was 20 (previous value 25) [2]. - **PP Futures**: The 1 - month contract had a previous day's closing price of 7081, a 2 - day - ago closing price of 7118, a decline of 37, and a decline rate of 0.52%. The trading volume was 2450, the open interest was 3231, and the change in open interest was 1392. The 1 - month to 5 - month spread was - 119 (previous value - 79), the 5 - month to 9 - month spread was 71 (previous value 45), and the 9 - month to 1 - month spread was 48 (previous value 34) [2]. Spot Market Data - **Raw Materials and Semi - finished Products**: The current price of methanol futures is 2372 yuan/ton (previous value 2380 yuan/ton), the price of Shandong propylene is 6650 yuan/ton (unchanged), the price of South China propane is 616 dollars/ton (previous value 577 dollars/ton), the price of PP recycled materials is 5600 yuan/ton (unchanged), the price of North China powder is 7070 yuan/ton (previous value 7080 yuan/ton), and the price of plastic film is 8800 yuan/ton (unchanged) [2]. - **LL Spot**: The current price in the East China market is 7650 - 8200 yuan/ton (previous value 7700 - 8250 yuan/ton), in the North China market is 7550 - 8050 yuan/ton (previous value 7600 - 8100 yuan/ton), and in the South China market is 7750 - 8150 yuan/ton (previous value 7850 - 8200 yuan/ton) [2]. - **PP Spot**: The current price in the East China market is 7250 - 7350 yuan/ton (unchanged), in the North China market is 7150 - 7250 yuan/ton (previous value 7200 - 7250 yuan/ton), and in the South China market is 7150 - 7400 yuan/ton (previous value 7150 - 7450 yuan/ton) [2]. Crude Oil Market Information - On Tuesday (April 8), the settlement price of the May 2025 West Texas Intermediate crude oil futures on the New York Mercantile Exchange was $59.58 per barrel, down $1.12 or 1.85% from the previous trading day, with a trading range of $57.88 - $61.75. The settlement price of the June 2025 Brent crude oil futures on the London Intercontinental Exchange was $62.82 per barrel, down $1.39 or 2.16% from the previous trading day, with a trading range of $61.34 - $65.21 [2].

4月7日晚间，中国诚通集团发布公告称，中国诚通旗下诚通金控和诚旸投资增持交易型开放式指数基金 （ETF）和中央企业股票，坚决维护资本市场平稳运行。中国诚通作为国务院国资委资本运营平台，坚定看好 中国资本市场发展前景，后续将进一步发挥国有资本运营公司功能作用，持续大额增持央国企股票和科技创新 类股票，当好上市公司的长期投资者，有力支持上市公司高质量发展。 4月7日盘中，中央汇金公司发布公告表示，中央汇金公司坚定看好中国资本市场发展前景，充分认可当前A股 配置价值，已再次增持了交易型开放式指数基金（ETF），未来将继续增持，坚决维护资本市场平稳运行。 富时A50中国指数期货走高，截至发稿，涨幅扩大至3%。此外，美股低开高走，截至发稿 ，美股直线拉升， 纳斯达克指数涨超4.5%，标普500指数涨3.3%，道琼斯指数涨2.2%。 "当前投资者情绪过于恐慌了。"市场人士在接受券商中国记者采访时表示，美国所谓"对等关税"让投资者担忧 全球经济衰退，同时全球股市大跌导致资金大幅减仓形成流动性冲击。但是中国经济基本面还在修复趋势中， 股市估值已较低，短期已处于底部区域，是布局优质个股和行业的左侧机会。"越是调整，越要敢于定价 ...

投 资要点 - ..... - 口 中期展望:风雨彩虹,2季度的调整不改变港股此轮牛市逻辑,内因才是决定港股行情大趋势的关键变量。 摘要:经历风雨,积极防御 兴业址存 风险提示:大国博弈风险,美国货币政策超预期风险,全球经济增速下行超预期风障。公众号 · 张忆,东 策略 世 界 - ●●●● - 报告正文 ..... 口 宏观东稳西荡:国际政治、经济形势更趋动荡不安,中国构建双循环经济发展格局、成为世界经济增长的稳定锚。 ■ 外循环:推动建设开放型世界经济,与弧立主义和关税大棒行为坚决做斗争,为世界经济发展注入新动力。我国 具备全球最完整、规模最大的工业体系和完善的配套能力,积极推进与非美国家的合作。 ■ 内循环:短期,政策对冲力度有望逐步加大,近期央行、财政部等相关部委发言人均表示"政策仍有空间，择机 用好储备工具"。中期、中国是全球第二大消费市场,拥有全球最大规模中等收入群体。随着一线城市及部分核 心二线城市租金回报率超过无风险收益率,中国房地产2025年有望触底企稳,中国巨大的内需潜力将得以释放。 经济政策导向将聚焦提高国内大循环效率、鼓励科技创新、打造未来发展新优势。 □ 股市基本面:港股此轮行情能否 ...

近日， 灌云县临港产业区恒基负极材料前驱体一期项目煅烧车间的打桩工作已顺利完成。 江苏恒基土建工程师杨军锋介绍，该项目今年1月 动工，未来将同步推进4个罐仓基础土方开挖与筛分车间打桩工作，确保工程按计划稳步推进。 据了解，恒基负极材料前驱体项目由江苏恒基新材料科技有限公司投资建设，总投资约30亿元，分三期建设，总占地469.6亩， 预计共建4条 生产线，一期25万吨，二期25万吨，三期50万吨，共计100万吨。 其主要产品为负极材料前驱体及高密度煅后焦，是新兴储能材料、石墨电 极产品所必需的主要原料之一。该项目的原材料来源于石油化工厂炼油后的废渣"石油焦"。 SSBEE落电池展 CINE 物电回厨展 SSBE2025固态电池国际峰会暨展览会 CINE2025第二届钠电国际峰会暨展览会 起点锂电 >>起点固态电池 >>起点钠电 度商规模 = 业观众 2000- 下载 1 1 展 会 时 间 Time 2025.11.06 ▶ 11.08 展 会 地 点 Place 上 参 中国·深圳 Shenzhen, China 杨军锋详细介绍了项目一期的建设规划，占地100亩的一期区域将重点建设煅烧车间（包括厂房及罐式煅烧 ...

点 击 蓝 字 关 注 我 们 目 录 行业信息 6、工信部原副部长苏波：目前燃油车产能大量放空 建议通过对燃油车企兼并重组等方 式新增新能源产能 11、蒂森克虏伯董事会主席: 正与中国新能源车企合作 中国是电动汽车领域最先进国 家 12、中保研最新碰撞测试成绩出炉 问界 M9 获历史参评车型最高等级 政策信息 5、湖南提振消费目标：2025 年新能源乘用车销量占比 40%以上 累计建成充电桩超 50 万个 企业信息 1、深圳今年计划新增充换电口 2 万个 提高充换电设施的供给能力 2、截至 2024年底,四川全省充电桩总量近 82 万台同比增长超 124% 3、商务部:截至 3 月 24 日,全国汽车以旧换新申请量合计超过 150 万份 4、美国将对进口汽车征收 25%关税 期限永久 5、宁德时代与麦克阿瑟基金会共建电池循环经济 7、广东首条半固态储能电池产线投产 年产能 6GWh 8、2025年县域充换电设施补短板试点县拟支持 75个，覆盖 26 省 9、国务院发展研究中心王青: 今年新能源汽车销量有望达 1700 万辆,对燃油汽车以 替代效应为主 10、新能源汽车维修人才缺口催生高薪市场，技能人员不足 ...

Core Insights - The food industry is shifting from basic sustenance to a focus on health and nutrition, with companies like Yihai Kerry Arawana leading the way in this transformation [1][3] - Yihai Kerry Arawana's 2024 Sustainable Development Report highlights its commitment to sustainability, including circular economy practices and social responsibility [1][9] Group 1: Health and Safety Initiatives - Yihai Kerry Arawana has established a comprehensive quality control system from farm to table, ensuring food safety and product traceability [3][6] - The company has introduced innovative health-focused products, such as MLCT oils and low-GI rice and flour products, to meet evolving consumer demands [6][3] Group 2: Sustainable Practices - The company is actively engaged in reducing food waste and enhancing resource efficiency through advanced processing techniques in rice, wheat, soy, and corn [7][9] - Yihai Kerry Arawana has implemented measures to reduce greenhouse gas emissions, achieving a reduction of 136.3 million tons of CO2e by 2024 [9][10] Group 3: Recognition and Future Outlook - Yihai Kerry Arawana has been recognized as the top company in the food industry for sustainability by S&P Global's 2024 Corporate Sustainability Assessment [10] - The company aims to achieve net-zero emissions by 2050, focusing on optimizing energy use and promoting low-carbon practices across its value chain [9][10]

恒邦股份以黄金冶炼及稀贵金属综合回收为核心，围绕着黄金冶炼及有色金属综合利用这一主线， 建设了3套火法冶金系统(包括富氧底吹熔炼造锍捕金+熔炼烟气骤冷收砷系统、富氧底吹熔炼+粉煤底吹 直接还原系统、富氧侧吹熔炼系统)生产线，具备年产黄金98.33吨、白银1000吨、电解铜25万吨、硫酸 130万吨的能力，并可综合回收锑白、铋锭、碲锭、二氧化硒、金属砷等稀贵金属。2024年度，公司主 要产品产量分别为黄金95.98吨、白银825.68吨、电解铜19.41万吨、硫酸113.69万吨。 恒邦股份 ：2024年营收利润双增长，多元布局开启 新篇 3月26日晚间，恒邦股份（002237）发布2024年年报，全年实现营业收入758.01亿元，同比增长 15.6%；归母净利润5.37亿元，同比增长4.07%。 2024年，公司主要产品产量接近满负荷运行，展现出规模优势与市场适应性。完整的产业链布局降 低了中间环节成本，增强了抗风险能力。截至2024年底，公司已完成储量备案的查明金资源储量为 150.38吨，为未来自给原料供应提供保障。此外，公司积极布局半导体材料等高纯金属新材料领域，拓 展高附加值业务。 同日，恒邦股份公布 ...

本次电池循环经济项目的启动，标志着新能源产业将首次构建覆盖全产业链、政企决策者、社会组织等多方力量的协作网络。在全球气候挑战 的关键时刻，作为能源转型和电动化的核心载体——电池产业，成为破局关键。电池产业实现循环经济转型，将带来不可估量的经济与环境双 机遇。 "对宁德时代而言，循环经济不仅是责任，更是驱动创新的动力。宁德时代已实现覆盖'电池设计 - 生产–使用 - 梯次利用–回收与资源再生'的 生态闭环。"宁德时代循环经济项目负责人宋丹表示，"每块电池都应是能源循环的起点而非终点，这需要全球产业伙伴的协同创新。" 3月18日，宁德时代新能源科技股份有限公司（下称"宁德时代"）与艾伦·麦克阿瑟基金会（下称"基金会"）在荷兰阿姆斯特丹宣布达成战略合 作伙伴关系，共同推动全球电池循环经济的发展。 作为首个加入该基金会战略合作网络的新能源创新科技企业，宁德时代发起全球能源循环计划。双方将共同开展针对电池循环经济的系统性研 究，构建全球生态网络，分享电池循环前沿实践。双方还将探索电池循环经济在不同国家和地区的转型路径，打造电池循环经济标杆城市。这 也是全球首个由中国企业发起的循环经济公益项目。 作为全球循环经济领域的重 ...

Core Viewpoint - The company, 万物新生 (RERE.US), plans to expand its 爱回收 store network to 5,000 locations over the next three years, nearly doubling its current size, to enhance brand recognition and strengthen its consumer-facing recycling and retail business [1][5]. Group 1: Business Expansion and Strategy - The company aims to significantly increase its physical store presence, which is crucial for reaching consumers and building brand awareness in a predominantly online retail environment [3]. - The expansion plan includes adding 800 new stores this year, with a long-term goal of increasing direct sales to consumers from 17% in Q1 2023 to 50% [5]. - The company is also investing 100 million yuan in new media marketing on platforms like Douyin and Kuaishou to boost brand visibility [5]. Group 2: Financial Performance - In Q4, the company reported a revenue increase of 25.2% year-on-year to 4.85 billion yuan (669 million USD), with an annual growth rate of 25.9% [3]. - The company achieved a net profit of 77.4 million yuan in Q4, marking a more than threefold increase compared to previous records, and a reversal from a net loss of 16.7 million yuan in the same period last year [4]. - The operating profit for the quarter was 53.1 million yuan, indicating a positive trend in profitability [4]. Group 3: Partnerships and New Business Ventures - The company is optimizing its iPhone recycling partnership with Apple, which is currently in a "model transition period" to enhance profitability [5]. - Despite achieving a revenue target of 1 billion yuan from this partnership last year, the CFO anticipates a decline in scale but positive operating profit margins in Q1 2025 [5]. - The company has terminated several unprofitable overseas e-commerce projects but is exploring new cross-border business opportunities, particularly in exporting recycled phones [5]. Group 4: Market Context and Valuation - The recent policy change in January 2023, which includes smartphones in the national recycling subsidy program, is expected to increase the supply of used devices for the company [6]. - The company's current price-to-sales ratio stands at 0.38, which is relatively low compared to competitors, indicating potential for growth [6].