此次集中签约项目涉及从锂电池拆解设备制造、废旧锂电池拆解及梯次利用等全生命周期循环体系。项目总投资达4.8亿元，建成后，预计将 形成年处理10万吨退役电池的产能，实现锂、铜、铝等资源高效循环利用，有效促进城西镇锂电池回收产业集聚发展，形成完整产业链条， 提升产业整体实力。 （ 来源： 赣榆区融媒体中心） | 往 | 期 | 回 顾 | | --- | --- | --- | | 01 | ｜ | 电芯厂一季度业绩PK！ | | 02 | ｜ | 孚能科技与同方股份签署战略合作协议 | | 03 | ｜ | 远景动力500+Ah储能电芯下线 | | 04 | ｜ | 第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月11日无 | | | | 锡举办 | 近日，江苏省连云港市赣榆区城西镇举行锂电池静脉产业园项目集中签约活动。连云港厚泽再生资源科技有限公司、原子锂电科技（连云港） 有限公司、铝云仓再生资源（连云港）有限公司等3家公司成功签约。 点击阅读原文，即可报名参会！ ...

内蒙古驰诚碳纤维科技有限公司 成立于今年4月10日，注册地位于元宝山区平庄城区，经营范围涵盖了从新材料技术研发、高性能纤维制造、碳纤维再 生利用技术攻关，到智能无人飞行器及汽车零部件的制造与销售。 说明 ： 本文 部分素材来自于网络公开信息，由作者重新编写，系作者个人观点，本平台发布仅为了传达一种不同观点，不代表对该观点赞同或支持。如果有任何问题，请联系我 们：dtmaterial （微信） 15355132586 【DT新材料】 获悉，5月28日， 内蒙古赤峰市人民政府网站发布消息，总投资 3.1亿元 的碳纤维生产加工项目正式签署入园协议 。 该项目的实施主体为内蒙古驰诚碳纤维科技有限公司，规划建设年生产加工 5000 吨 碳纤维的生产线，预计在 2025 年 8 月初开工建设，2026 年 12 月 底建成投产。 从原材料的选择来看，该项目以化学纤维作为主要原材料，同时将部分已经淘汰的风机叶片经粉碎后作为次要原料，不仅实现了资源的循环利用，也为 碳纤维的生产提供了独特的成本优势和环保价值。 注册签到 7月16日 星期三 青年学者论坛一最佳报告评选 开幕式 ( 金 主席致辞) ( 最佳报告颁奖仪式 士题据告 ...

Core Insights - Oklin has successfully won the NEOM food waste treatment project, showcasing its technological advantages in the field of food waste management and receiving international recognition for its innovative solutions [1][4]. Group 1: Project Overview - NEOM is a futuristic city being developed under Saudi Arabia's Vision 2030, emphasizing sustainability and innovation [3]. - The NEOM food waste treatment project is set to meet the daily food waste processing needs of the area and is scheduled to commence operations in October 2025 [4]. Group 2: Technology and Innovation - The project utilizes Oklin's third-generation microbial degradation technology, integrating various processes such as pretreatment, fermentation, gas treatment, and wastewater management into a complete closed-loop system [4]. - A dual-end intelligent control system allows for digital management of the entire process, enhancing efficiency and ensuring environmental friendliness [4]. Group 3: Environmental Impact - The project aims to produce specialized organic fertilizers that improve sandy soil structure and enhance water and nutrient retention, contributing to the greening of NEOM and surrounding areas [4]. - The successful implementation of this project establishes a resource recycling ecosystem that supports sustainable agricultural development in Saudi Arabia [4][6]. Group 4: Company Profile - Oklin is a high-tech enterprise focused on organic solid waste treatment and resource utilization, offering a comprehensive solution that includes R&D, equipment manufacturing, engineering construction, and operational management [6]. - The success of the NEOM project demonstrates Oklin's adaptability to different regional environments and provides a replicable environmental solution for other cities globally [6].

【导读】环保板块早盘强势拉升，大消费概念股持续走强 中国基金报记者 李智 一起来看下上午的市场情况及资讯。 5月28日上午，A股三大指数涨跌不一，截至午间收盘，沪指涨0.07%，深成指跌0.04%，创业板指涨0.02%。 | 上证指数 | 深证成指 | 北证50 | | --- | --- | --- | | 3342.93 | 10025.31 | 1395.69 | | +2.24 +0.07% | -3.81 -0.04% | -1.95 -0.14% | | 科创50 | 创业板指 | 万得全A | | 973.76 | 1992.13 | 5064.71 | | +0.84 +0.09% | +0.49 +0.02% | -2.73 -0.05% | 板块上来看，大消费概念股持续走强，饮料制造概念股领涨，环保、核电、CPO等板块表现活跃；而教育、宠物经济、生物医药等概念股震荡调整。 | | Wind热门概念指数 | | | | | Wind中国行业指数 | | | --- | --- | --- | --- | --- | --- | --- | --- | | 光模块(CPO) | 光通信 | 饮 ...

Core Viewpoint - The article highlights the achievements and contributions of Sun Xujun, a skilled technician at Shandong Jinzhu Mining Group, emphasizing his role in driving technological innovation and efficiency improvements in the mining industry [2][5][9]. Group 1: Professional Development and Skills - Sun Xujun began his career as a mechanic in 1992 and quickly adopted a proactive approach to learning, focusing on practical experience to enhance his skills [3][4]. - He has continuously pursued knowledge through self-study and training, leading to significant advancements in his technical capabilities [4][6]. Group 2: Innovation and Technological Advancements - Sun Xujun led the development of a new processing system for high-quality gold ore, achieving a recovery rate increase from 96% to 100% and reducing processing costs by over 3 million yuan annually [5][6]. - His efforts in equipment upgrades and process optimization have resulted in a 3.44% increase in overall recovery rates, generating over 6.4 million yuan in annual benefits [6]. Group 3: Team Collaboration and Mentorship - Sun Xujun fosters a collaborative environment in his innovation studio, encouraging knowledge sharing and skill development among younger employees [8]. - His mentorship has led to the successful training of 22 apprentices, many of whom have achieved advanced technical certifications, contributing to the company's talent pool [8]. Group 4: Recognition and Impact - Sun Xujun has received multiple accolades, including national and provincial labor model awards, reflecting his dedication and impact on the mining industry [2][9]. - His commitment to quality and innovation exemplifies the essence of craftsmanship, emphasizing the importance of continuous improvement and knowledge transfer in the industry [9].

《关于持续推进城市更新行动的意见》发布，污水厂网一体化建设有望加快 CINDA SECURITIES CO.，LTD 北京市西城区宣武门西大街甲127号金隅大厦 B座 邮编：100031 [Table_Title] 《关于持续推进城市更新行动的意见》发布，污水 厂网一体化建设有望加快 2025 年 5 月 18 日 本期内容提要: 【】【】[Table_Industry] 环保周报 [Table_ReportDate] 2025 年 5 月 18 日 15666646523.tcy | 证券研究报告 | | --- | | 行业研究——周报 | | [Table_ReportType] | | 行业周报 | | [Table_StockAndRank] | | 环保 | | 投资评级 看好 | | 上次评级 看好 | | [左前明 Table_Author] 能源行业首席分析师 | | 执业编号：S1500518070001 | | 联系电话：010-83326712 | | 邮 箱：zuoqianming@cindasc.com | | 郭雪 环保联席首席分析师 | | 执业编号：S150052503000 ...

Core Viewpoint - Suzhou Hanzexin Recycling Resources Co., Ltd. has been established with a registered capital of 2 million RMB, fully owned by Jiangsu Jiaocheng New Materials Technology Development Co., Ltd. [1] Company Summary - Company Name: Suzhou Hanzexin Recycling Resources Co., Ltd. [1] - Legal Representative: Lu Xin [1] - Registered Capital: 2 million RMB [1] - Shareholder: Jiangsu Jiaocheng New Materials Technology Development Co., Ltd. (100% ownership) [1] - Business Scope: Includes recycling of renewable resources (excluding production waste metals), sales of renewable resources, technical consulting, and research and development in resource recycling technology [1] Industry Summary - Industry Classification: Manufacturing > Comprehensive Utilization of Waste Resources > Processing of Metal Waste and Scraps [1] - Address: 129 Wuqufang, Jinchang Street, Gusu District, Suzhou, Jiangsu Province [1] - Company Type: Limited liability company (wholly owned by a natural person) [1] - Business Duration: Until May 16, 2025, with no fixed term [1]

Core Viewpoint - Zhongce Rubber Group Co., Ltd. officially enters the A-share market, aiming to enhance its capital base and expand its operations in the tire industry [1] Group 1: Company Overview - Zhongce Rubber specializes in the research, production, and sales of various tire products, including all-steel tires, semi-steel tires, and bias tires, under well-known brands such as "Chaoyang" and "Goodride" [1] - The company plans to issue 87.44856 million shares, with pricing scheduled for May 20, 2025, and subscription starting on May 23, 2025 [1] Group 2: Technological Innovation - The company emphasizes technological innovation, investing in R&D, talent development, and equipment upgrades to enhance product performance and sustainability [2] - Key technologies applied include optimizing rolling resistance, improving handling and comfort, enhancing safety, and increasing tire lifespan while reducing noise [2] - Recent high-tech products developed include low-noise tires and ultra-low rolling resistance tires, showcasing the company's commitment to advanced manufacturing processes [2] Group 3: Global Market Expansion - Zhongce Rubber ranks first in the "2024 China Tire Enterprise Ranking" and is among the top ten global tire manufacturers according to "Tire Business" magazine [3] - The company has established a comprehensive marketing network, with products sold across China and exported to various regions including Europe, America, and Southeast Asia [3] - Financial performance shows revenue growth from 31.889 billion yuan in 2022 to 39.255 billion yuan in 2024, with net profits increasing from 1.225 billion yuan to 3.787 billion yuan during the same period [3] - The company’s Indonesian factory is set to contribute approximately 5.2 billion yuan in annual sales upon reaching full production capacity [3]

企业名称中云联（辽宁省）资源循环科技有限公司法定代表人全长顺注册资本6888万人民币国标行业水 利、环境和公共设施管理业>生态保护和环境治理业>环境治理业地址辽宁省沈阳市沈河区朝阳街89号 420企业类型有限责任公司(自然人投资或控股的法人独资)营业期限2025-5-14至无固定期限登记机关沈 阳市沈河区市场监督管理局 来源：金融界 序号股东名称持股比例1中御（辽宁省）智能科技有限公司100% 经营范围含许可项目：互联网信息服务；城市生活垃圾经营性服务；道路货物运输（不含危险货物）。 （依法须经批准的项目，经相关部门批准后方可开展经营活动，具体经营项目以相关部门批准文件或许 可证件为准）资源循环利用服务技术咨询；资源再生利用技术研发；能量回收系统研发；环境保护专用 设备销售；生活垃圾处理装备销售；技术服务、技术开发、技术咨询、技术交流、技术转让、技术推 广；软件开发；专业设计服务；软件外包服务；网络技术服务；信息咨询服务（不含许可类信息咨询服 务）；数据处理和存储支持服务；农林牧渔业废弃物综合利用；企业管理；供应链管理服务；企业管理 咨询；市场营销策划；互联网销售（除销售需要许可的商品）；电子产品销售；通讯设 ...

Investment Rating - The report maintains a "Positive" investment rating for the environmental protection industry [2] Core Insights - The operational environmental companies are showing strong performance, with increasing dividend potential and capability [3] - The report highlights that the waste incineration sector is entering a mature development phase, with steady profit growth and significant improvements in free cash flow [19] - The water industry is also experiencing stable operations and upward trends in performance, with improved free cash flow [28] Market Performance - As of May 9, the environmental protection sector has outperformed the market, with a weekly increase of 2.9% compared to the Shanghai Composite Index's 1.9% [10] - Specific sub-sectors such as waste management and water treatment have shown notable increases, with waste management up 8.48% and water treatment up 3.75% [4][13] Industry Dynamics - The report discusses the operational commencement of the second waste incineration power plant in Hanoi, which has a processing capacity of 2,250 tons per day [43] - The Guangxi Zhuang Autonomous Region has issued a plan for air pollution prevention, focusing on ultra-low emissions in key industries [42] Financial Performance - In 2024, the waste incineration sector is projected to achieve a net profit of 9.486 billion yuan, a year-on-year increase of 12% [19] - The water industry is expected to reach a net profit of 7.648 billion yuan in 2024, reflecting a 9.3% growth from the previous year [28] Dividend Trends - The average dividend payout ratio for the waste incineration sector has increased by 10 percentage points to 44.7%, with a forecasted average dividend yield of 3.52% for 2025 [26] - The water sector's average dividend payout ratio for 2024 is projected to be 28.61%, with a forecasted yield of 2.81% for 2025 [39] Investment Recommendations - The report recommends focusing on high-quality operational assets in the water and waste incineration sectors, which are expected to benefit from ongoing market reforms and stable cash flows [50] - Key companies highlighted for investment include Hanlan Environment, Xingrong Environment, and Hongcheng Environment, with additional attention suggested for companies like Wangneng Environment and Junxin Co [50]