消息面 澳大利亚峡谷资源公司(Canyon Resources)宣布，其位于喀麦隆阿达马瓦省的旗舰项目Minim Martap铝土矿已完成多项关键筹备工作，按计划将于 2026年2月正式启动采矿作业，首批铝土矿预计于同年6月启运。 当前铝现实端较弱，铝价高企，抑制下游采买情绪，现货交投疲软，铝锭库存连续累库。铝价上涨以炒作预期为主导，缺乏供需端实质性基本面 支撑，在现实端需求转弱、库存去化乏力的背景下，需警惕市场炒作情绪退潮导致的回调风险，后续择机布局空单更具性价比与稳健性。外围市 场，黄金白银显偏空信号，伦铜已涨至重要阻力位，可考虑分批买看跌期权，兼具稳健和收益。 机构观点 正信期货： 短期盘面冲高回落，上方压力加大，考虑到前期上涨幅度较大，多头存有止盈需求，以及下游对高价的负反馈有爆发风险，预计见顶概率加大， 同时鉴于当下波动率仍处于高位，且资金未有明显离场行为，盘面价格后续可能会有反复，当下建议多单择机止盈或做备兑策略，不建议追高， 可等待盘面回调消化本次上涨之后再择机布局中长期多单。 1月4日，电解铝锭库存68.4万吨，环比增加2.4万吨；国内主流消费地铝棒库存15.35万吨，环比增加1.45万吨。 ...

格隆汇1月7日｜山东省工信厅等多部门联合印发《山东省有色金属行业稳增长工作方案》，其中提到， 重点打造临沂"再生铜冶炼+城市矿产"铜产业集群、滨临烟再生铝循环利用基地，支持建设"互联网+回 收"平台，提升再生资源回收效率与覆盖面。落实废铝回收利用增值税30%即征即退政策，规范再生 铜、再生铝拆解分选流程，推动废旧动力电池、光伏组件等新兴固废资源化利用，形成完善的再生资源 循环利用产业链。鼓励再生资源企业"走出去"，拓展海外废杂铜、废铝回收渠道，提升海外再生资源获 取能力。 ...

上天天基金APP搜索777注册即可领500元券包，优选基金10元起投！限量发放！先到先得！ 事关固体废物综合治理，国务院重磅发文。 1月4日，据中国政府网消息，国务院日前印发《固体废物综合治理行动计划》（以下简称《行动计 划》），旨在加强固体废物综合治理，推进美丽中国建设，加快经济社会发展全面绿色转型。《行动计 划》明确了到2030年的主要目标，并部署了推动源头管控和减量、规范收集转运和贮存、提升资源化利 用水平、增加无害化治理能力、实施重点领域专项整治等十方面主要任务。 这是我国首个系统部署固体废物综合治理的政策文件。《行动计划》遵循减量化、资源化、无害化原则， 旨在构建覆盖源头减量、过程管控、末端利用和全链条无害化管理的治理体系，标志着我国固体废物治理 迈入系统治理、全面推进的新阶段，对推动绿色转型和高质量发展具有重要意义。 国务院重磅发布 1月4日消息，国务院近日印发《固体废物综合治理行动计划》，其中明确，到2030年，重点领域固体废 物专项整治取得明显成效，固体废物历史堆存量得到有效管控，非法倾倒处置高发态势得到遏制，大宗固 体废弃物年综合利用量达到45亿吨，主要再生资源年循环利用量达到5.1亿吨，固 ...

《行动计划》提出，到2030年，重点领域固体废物专项整治取得明显成效，固体废物历史堆存量得到有 效管控，非法倾倒处置高发态势得到遏制，大宗固体废弃物年综合利用量达到45亿吨，主要再生资源年 循环利用量达到5.1亿吨，固体废物综合治理能力和水平显著提升。 《行动计划》聚焦工业、城镇、农林等主要产废领域，按照全链条综合治理的思路，进一步明确各环节 治理任务，推动源头管控和减量，规范收集转运和贮存，提升资源化利用水平，增强无害化治理能力， 部署开展非法倾倒处置固体废物、生活垃圾填埋场环境污染隐患、建筑垃圾、历史遗留固体废物堆存场 所、磷石膏等重点领域专项整治，严格全过程监管和执法督察，完善法规标准和技术体系，加强政策保 障。 《行动计划》要求，各地区各有关部门在党中央集中统一领导下，结合实际抓好贯彻落实。地方各级政 府切实履行主体责任，完善工作制度，细化目标任务，确保落地见效。各有关部门按照职责分工，落实 重点任务，形成工作合力。坚持"谁污染、谁治理"，压实固体废物污染主体的防治责任。 转自：成都日报锦观 国务院印发《固体废物综合治理行动计划》 到2030年大宗固废年利用量达45亿吨 日前，国务院印发《固体废物综合 ...

【DT新材料】 获悉， 1月4日， 国务院 印发的 《固体废物综合治理行动计划》 提出，到2030年， 重点领域固体废物专项整治取得明显成效，固体废物历史堆存 量得到有效管控，非法倾倒处置高发态势得到遏制，大宗固体废弃物年综合利用量达到45亿吨， 主要再生资源年循环利用量达到5.1亿吨，固体废物综合治理能力 和水平显著提升。 关于 塑料循环利用行业 ，在《计划》第四部分"提升资源化利用水平"中，明确提出： 提升再生资源循环利用水平 。深入实施生产者责任延伸制度，引导电器电子 产品、汽车、动力电池等生产企业参与回收利用。大力发展再制造产业。在确保固体废物零进口的前提下，有序推进海外优质再生资源进口利用。 加强再生材料 应用推广。 建立完善再生材料标准和认证制度。研究实施再生材料和产品碳足迹认证。引导生产企业提高再生材料应用比例。 推动将再生材料应用情况纳入企业 履行社会责任范围。将更多符合条件的再生材料和产品纳入政府绿色采购范围 。探索再生材料应用情况信息化追溯。 | 索 引 号: 000014349/2025-00103 | 主题分类: 城乡建设、环境保护\环境监测、保护与治理 | | --- | --- | ...

随着消费品以旧换新政策持续发力显效，废旧家电家具如何回收、处置受到越来越多人关注。记者近日 走访广东、广西、湖北、浙江等地发现，除了生产企业和消费平台的售新收旧，废旧家电家具的回收、 处置体系也日益完善，对于释放家电家具消费潜力，畅通再生资源循环利用发挥了积极作用。 回收网点更密集 在位于广东广州番禺区的超大型社区祈福新村，一处可回收物交售点内，不时有居民将废纸箱、塑料和 废旧家电送来有偿回收。 在广州白云，目前已有120余个废旧家具收集点，居民可以将废旧家具自行搬运至收集点，也能通过线 上平台预约上门搬运。家具最后会被统一送到白云区大件家具处理中心。 记者走访发现，像这样的"家门口"稳定回收网点，在各地逐渐增多。 广西商务厅数据显示，在全国再生资源回收体系建设试点城市梧州、柳州，再生资源回收网点数量均达 700个以上，数量明显提升。在湖北武汉，截至2024年底，已累计建成规范化社区回收网点2320个。在 浙江杭州，当地按照"城区1000户设1个回收网点，农村2000户设1个回收网点，3个乡镇街道设1个分拣 中心"布局，截至2024年底，累计提升建设分拣中心48个，设置回收网点2676个。 回收模式更多元 线 ...

Core Viewpoint - Dongjiang Environmental is focusing on the strategic transformation towards building a recycling resource circular economy, with battery recycling as a key segment of this industry chain [1] Group 1: Business Strategy - The company is committed to developing its battery recycling business, which is an important part of its recycling resource circular economy strategy [1] - Dongjiang Environmental has established a joint venture to enter the automotive parts remanufacturing sector, which is currently in its initial stages [1] - The company plans to intensify efforts to promote the development of its recycling resource circular economy layout [1] Group 2: Research and Development - Dongjiang Environmental possesses a certain level of research and development foundation and technical reserves in the field of battery recycling [1] - The company is continuously monitoring developments in the battery recycling sector to enhance its capabilities [1]

Core Viewpoint - The announcement by the General Administration of Customs aims to regulate the supervision of imported recycled paper pulp, ensuring that only properly classified and processed materials are allowed, thereby promoting the recycling of resources and maintaining ecological safety [1][2]. Group 1: Regulatory Framework - The announcement was jointly issued by six government departments, including the General Administration of Customs and the National Development and Reform Commission, and will take effect on October 18, 2025 [1]. - Imported recycled paper pulp must originate from classified recycled paper, cardboard, and paper products, and must meet the GB/T 43393 national standard [1][4]. - Enterprises involved in the production and operation of recycled paper pulp are required to implement strict quality control and adhere to legal and ethical business practices [1][4]. Group 2: Quality Control and Inspection - Customs will conduct sensory inspections of imported recycled paper pulp and may delegate attribute identification to professional institutions if the pulp is suspected to be solid waste [2]. - If identified as solid waste, the pulp will be returned or destroyed, and legal responsibilities will be pursued for violations of relevant laws and regulations [2][4]. - Specific contamination limits are set, such as a maximum of 0.50% for metals, plastics, and glass; exceeding this limit may result in return or destruction of the pulp [4]. Group 3: Import Declaration Requirements - The customs commodity code for imported recycled paper pulp is 4706200000, and importers must specify the production method (dry or wet) in the declaration [5]. - It is emphasized that different production methods should not be mixed during the import process to facilitate customs checks [5].

Core Insights - The first batch of imported recycled black powder for lithium-ion batteries has successfully passed customs inspection in Ningbo, marking a significant step in promoting the recycling of resources in China [1][2] Group 1: Import Regulations and Procedures - The import of recycled black powder is part of the implementation of the announcement issued by six Chinese government departments, which clarifies that compliant recycled black powder does not fall under solid waste and can be imported freely [1] - The announcement took effect on August 1, following its release on June 9, indicating a streamlined process for importing recycled materials [1] Group 2: Industry Context and Benefits - Recycled black powder is derived from waste lithium-ion batteries through processes such as discharging, dismantling, pyrolysis, crushing, and sorting, containing valuable metals like lithium, nickel, and cobalt [2] - The richness of these metals in recycled black powder is significantly higher than that of raw ores, which helps to expand supply channels and reduce reliance on raw mineral extraction, contributing to carbon reduction and ecological protection [2] Group 3: Company Initiatives - The company has established a comprehensive and efficient resource recovery and recycling system by connecting domestic and international upstream and downstream enterprises, logistics, and customs [1] - The company has conducted pre-inspections on key indicators of the recycled black powder, such as nickel, cobalt, lithium, phosphorus, and water-soluble fluorine, to ensure compliance with safety and environmental standards [2]

Core Viewpoint - The announcement by the Ministry of Ecology and Environment aims to regulate the import management of recycled black powder and recycled steel raw materials used in lithium-ion batteries, promoting the recycling of resources and ensuring compliance with specific guidelines [1] Summary by Relevant Categories Import Regulations - Recycled black powder for lithium-ion batteries is not classified as solid waste and can be imported freely, provided it is not mixed with other types of recycled materials [1] - Recycled black powder must not be imported in bulk and should be categorized separately during customs declaration [1] - Recycled steel raw materials are also not classified as solid waste and can be imported freely, with similar restrictions on mixing with other recycled materials [1] Customs Declaration - Different types of recycled black powder cannot be declared under the same customs declaration form [1] - For recycled steel, different categories can be declared under the same customs declaration form if they are independently packaged or physically separated [1] - Mixed loading of different categories of recycled steel is allowed if they can be distinguished during unloading [1]