点击 最 下方 关注《材料汇》 ， 点击"在看"和" "并分享 添加 小编微信 ，遇见 志同道合 的你 （请添加小编微信，后续会组建 相关微信群 ） 正文 主要内容： | ※ | | --- | 1、2024/2025年钨精矿价格屡创新高 2024 年二季度我国钨精矿价格一度创下历史新高;并且该高点已于 2025 年二季度再次突破。2024年二季度我国钨精矿价格一度创下历史新高;并且该 高点已于 2025 年二季度再次突破。2024 年钨价的高点出现在 2024 年 5 月 24 日的 15.8 万元/吨,突破自 2012年以来的历史前高 (2013年 8 月 12 日的 14.4 万元/吨），当日年内累计涨幅达到 29.26%。2025年，随着我国开始对钨制品 实施出口管制、第一批钨精矿开采配额同比下降等价格利好因素的出现，钨精矿 价格再次进入趋势性上涨通道,12月17日,我国钨精矿价格达到历史新高 42.30 万元/吨,当日年内累计涨幅达到195.80%。 图 1: 2024/2025 年二季度我国钨精矿价格屡创新高 回顾上一轮钨价大涨，行情结束原因主要包括中美贸易摩擦导致的信心下降 以及供大于求的供需格 ...

Core Viewpoint - The China National Supply and Marketing Cooperative plans to enhance its recycling infrastructure significantly by 2026, aiming to establish 2,000 standardized recycling stations and 100 green sorting centers, with a long-term goal of over 10,000 recycling stations and 500 sorting centers by the end of the 14th Five-Year Plan [1] Group 1 - During the 14th Five-Year Plan period, the cooperative system is expected to account for approximately 30% of the national standardized dismantling of waste household appliances annually [1] - As of now, the system has established over 4,000 standardized recycling stations and more than 200 green sorting centers [1] - The cooperative is actively involved in rural environmental improvement, integrating recycling networks with urban sanitation systems across 31 provinces [1] Group 2 - By 2026, the system will expand its waste household appliance recycling channels and innovate the recycling model for scrapped vehicles [1] - The cooperative aims to enhance rural living conditions and promote the integration of recycling and sanitation networks, targeting to implement related work in 450 counties by the end of 2026 [1]

公司公告汇总 2025年度业绩预告 截至2026年1月27日收盘，飞南资源(301500)报收于17.59元，上涨0.29%，换手率12.72%，成交量18.32 万手，成交额3.22亿元。 当日关注点 交易信息汇总 资金流向 1月27日主力资金净流出1333.24万元；游资资金净流入78.69万元；散户资金净流入1254.55万元。 业绩披露要点 业绩预告 飞南资源发布业绩预告，预计2025年全年归属净利润盈利2.6亿元至3.3亿元。飞南资源发布业绩预告， 预计2025年全年扣非后净利润盈利3.7亿元至4.4亿元。 广东飞南资源利用股份有限公司发布2025年度业绩预告，预计归属于上市公司股东的净利润为26,000万 元至33,000万元，同比增长102.51%至157.03%；扣除非经常性损益后的净利润为37,000万元至44,000万 元，同比增长74.03%至106.95%。业绩增长主要得益于公司拓展原料市场、提升产线运行效率以及金属 价格上涨带来的资源化产品盈利增加。非经常性损益预计为-10,000万元至-12,000万元，主要系期货套 期保值产生的公允价值变动损失。本次业绩预告数据未经审计，最终数据 ...

天眼查App显示，近日，宜兴绿享再生资源回收有限公司成立，法定代表人为孙传义，注册资本10万人 民币，经营范围为一般项目：生产性废旧金属回收；再生资源回收（除生产性废旧金属）；再生资源加 工；再生资源销售；资源再生利用技术研发；机械设备销售；普通机械设备安装服务；运输货物打包服 务；电线、电缆经营；金属制品销售；金属废料和碎屑加工处理；非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）。 ...

Core Viewpoint - Guangdong Feinan Resource Utilization Co., Ltd. announced plans to invest approximately 880 million yuan in a new energy materials project through its wholly-owned subsidiary, Guangxi Feinan Resource Utilization Co., Ltd. The project aims to produce nickel sulfate and electroplated nickel using high ice nickel as raw material, with a total construction period of about 20 months [1]. Group 1: Project Details - The project will cover a total land area of approximately 179 acres and will utilize high ice nickel as the raw material, undergoing processes such as leaching, extraction, evaporation crystallization, and electroplating to produce nickel sulfate and electroplated nickel [1]. - The expected annual output includes 10,010.01 tons of electrolytic nickel plates (10,000 tons of nickel metal), 45.05 tons of refined nickel sulfate (10,000 tons of nickel metal), 1,800 tons of cathode copper, 1,477.87 tons of cobalt sulfate, and 28,288.27 tons of mirabilite [1]. Group 2: Company Strategy and Competitiveness - The company has mastered the production processes for nickel sulfate and electroplated nickel, and the investment in the new energy materials project is expected to extend the resource product industrial chain, enhance profitability and risk resistance, and strengthen core competitiveness [1]. - This initiative aligns with the company's established development strategy and shareholder interests [1]. Group 3: Company Background - Feinan Resource primarily engages in hazardous waste disposal and recycling of non-ferrous metals, covering hazardous waste collection, harmless disposal, and resource recovery [2]. - The company has achieved comprehensive resource recovery of multiple metals, including copper, nickel, zinc, tin, gold, silver, and palladium, producing various recycled products and establishing a closed-loop industry for multi-metal resource recovery [2].

Core Viewpoint - Jiangyin Jujiak Recycling Energy Co., Ltd. has been established with a registered capital of 1.8 million RMB, focusing on various recycling and renewable energy services [1] Company Summary - The company is legally represented by Lu Chunwei [1] - The registered capital is 1.8 million RMB [1] - The business scope includes general projects such as recycling of renewable resources (excluding production waste metals), wastewater treatment and reuse, sales of renewable resources, and processing of renewable resources [1] - Additional services include sales of metal materials, technical services, and development, as well as non-metal waste processing [1] - The company also focuses on the recovery and secondary use of waste power batteries from new energy vehicles, excluding hazardous waste operations [1] - Other areas of operation include sales of solar thermal utilization products and equipment, sales of photovoltaic devices and components, and energy storage technology services [1]

Group 1: Financial Performance - In 2024, the company achieved a revenue of CNY 6.611 billion, a year-on-year increase of 1.36% [1] - Main business revenue reached CNY 6.390 billion, up 2.39%, accounting for 96.66% of total revenue [2] - Net profit was CNY 1.229 billion, an increase of 4.16% year-on-year [2] - Total assets amounted to CNY 30.708 billion, up 5.42% year-on-year, with a debt-to-asset ratio of 68.88%, down 2 percentage points [2] Group 2: Strategic Goals and Initiatives - The company aims to become an internationally renowned environmental technology group, focusing on "优新提存" to optimize its environmental industry layout [2] - Emphasis on "三基一稳一突破" to strengthen foundational work and promote innovative breakthroughs [2] - Plans to enhance core capabilities in technology innovation, digital intelligence, and capital operations [2] Group 3: Business Growth and Development - In Q1 2025, total profit reached CNY 0.379 billion, a year-on-year increase of 21.16% [3] - Revenue for Q1 2025 was CNY 1.536 billion, up 13.19% year-on-year, with a gross margin of 39.57% [3] - The company is focusing on solid waste management, water treatment, and environmental sanitation as key growth areas [8][19] Group 4: Asset Management and Financial Strategies - The company is enhancing stock asset management through improved production budget management and cost control [5][6] - Measures to recover accounts receivable include establishing a cloud platform and leveraging national debt relief policies [6][17] - The company aims to lower its debt costs and optimize its financial structure through diversified financing strategies [6] Group 5: Market Expansion and Innovation - The company is actively pursuing integration in the water supply and drainage sector, with successful pilot projects in Xinyang [8][19] - Plans to develop a recycling platform and enhance resource recovery through smart logistics and detailed sorting [10][19] - The acquisition of Aolande is expected to strengthen market presence and operational capabilities in the sanitation sector [15][16] Group 6: Future Business Layout - The company plans to expand its core solid waste business and develop growth areas such as water services and overseas markets [19] - Focus on nurturing exploratory businesses in environmental equipment manufacturing and carbon trading [19] - Continuous optimization of existing business layout to enhance overall operational efficiency [19]

Investment Overview - The company plans to invest 60 million RMB to establish a wholly-owned subsidiary named Xiamen Xatong Recycling Technology Co., Ltd. (tentative name) to enhance its secondary resource recovery capabilities and expand its recycling business [1][2] - The investment does not constitute a related party transaction or a major asset restructuring as defined by relevant regulations [1][2] Subsidiary Details - The registered capital of the new subsidiary will be 60 million RMB, funded entirely through cash [2][3] - The subsidiary will focus on the recycling, disposal, and regeneration of used batteries, particularly in the electric vehicle sector, and will also engage in the research and production of nickel sulfate, cobalt sulfate, and lithium carbonate [2][3] Strategic Rationale - The establishment of the subsidiary aligns with national policies encouraging the comprehensive recycling of resources, particularly as the demand for cobalt, nickel, and lithium rises [3][4] - The market for used lithium-ion battery recycling in China is expected to grow significantly, with projections indicating a recovery volume of 4.246 million tons by 2030 [3][4] Impact on the Company - The new subsidiary is expected to strengthen the company's supply chain and enhance its competitive position in the recycling industry [4] - The establishment will not adversely affect the company's financial status or operational results, and it will be included in the company's consolidated financial statements [4]

Core Viewpoint - The company, Guangdong Feinan Resource Utilization Co., Ltd., focuses on hazardous waste disposal and resource recovery, reporting a significant increase in its hazardous waste processing capacity and a diverse range of resource products despite a decline in net profit due to market fluctuations and increased operational costs [5][9][14]. Company Overview - The company primarily engages in the disposal of hazardous waste and the recycling of non-ferrous metals, utilizing advanced technology to enhance efficiency and reduce costs [5][6]. - As of the end of the reporting period, the company holds hazardous waste operating qualifications totaling 121.06 million tons per year, with significant expansions in processing capabilities in Guangdong and Guangxi provinces [5][15]. Business Operations - The company has maintained stable operations across its facilities in Guangdong and Jiangxi, with new projects enhancing its capacity to process various metals, including copper, nickel, zinc, and precious metals [6][7]. - In 2023, the company expanded its product offerings to include nickel powder, zinc ingots, and other refined metals, creating a comprehensive recycling loop [6][16]. Financial Performance - The company reported a revenue of approximately 12.57 billion yuan, with a net profit of about 128.39 million yuan, reflecting a year-on-year decline of 28.69% primarily due to significant losses in hedging activities [9][17]. - The adjusted net profit, excluding non-recurring items, showed a substantial increase of 94.58%, indicating strong operational performance despite external challenges [9][17]. Market Position and Competitive Advantage - The company has established a robust network for hazardous waste collection, particularly in regions with high industrial activity, positioning itself as a leader in the hazardous waste disposal sector in Guangdong [10][14]. - The company’s ability to adapt to stringent environmental regulations and its extensive experience in the industry contribute to its competitive edge [14][15]. Future Development Plans - The company is advancing several new projects, including the resource recovery of industrial waste salts and the dismantling of electronic waste, which are expected to enhance its operational capabilities and market reach [7][19]. - The company plans to continue expanding its hazardous waste processing qualifications and product offerings to meet growing market demands [15][19].

股票简称：飞南资源 股票代码：301500 首次公开发行股票并在创业板上市 之 上市公告书 保荐人（联席主承销商） 长沙市天心区湘府中路198号新南城商务中心A栋11楼 联席主承销商 中国（上海）自由贸易试验区商城路618号 广东飞南资源利用股份有限公司 Guangdong Feinan Resources Recycling Co., Ltd （四会市罗源镇罗源工业园） 二〇二三年九月 广东飞南资源利用股份有限公司 上市公告书 特别提示 广东飞南资源利用股份有限公司（以下简称 "飞南资源"、"发行人"、 "公司"或"本公司"）股票将于 2023 年 9 月 21 日在深圳证券交易所创业板 上市，该市场具有较高的投资风险。 创业板公司具有业绩不稳定、经营风险高、退市风险大等特点，投资者面 临较大的市场风险。本公司提醒投资者应充分了解股票市场风险以及本公司披 露的风险因素，在新股上市初期切忌盲目跟风"炒新"，应当审慎决策、理性投 资。 如无特别说明，本上市公告书中的简称或名词的释义与《广东飞南资源利 用股份有限公司首次公开发行股票并在创业板上市招股说明书》（以下简称"招 股说明书"）中的相同。本上市公告书中的报 ...