截至2025年11月，该集团旗下电子废弃物拆解企业已达15家，再生塑料年产能突破30万吨。 值得关注的是，这是格林美与河南循环集团一系列"双向交易"的最新环节，在此之前，格林美已陆续向 河南循环集团出售了多项资产。 河南循环集团是河南投资集团全资控股的循环产业平台，业务覆盖电子废弃物拆解、报废汽车回收和再 生资源交易等多个领域。 格林美在电子废弃物高值化利用、再生塑料改性等环节拥有37项核心专利，并拥有全球化市场网络。双 方在业务布局与能力结构上存在互补。 格林美选择进行这项4亿元投资的时间点，正值公司自身面临财务结构挑战之际。根据公司最新财报数 据，2025年第三季度格林美实现营业收入99.37亿元，同比增长31.89%。 尽管公司业绩呈现增长态势，但财务指标显示出一些值得关注的问题。毛利率持续承压，2025年中报毛 利率为12.48%，同比下降7.65个百分点；三季度毛利率为12.67%，同比仍下降6.56%。 同时，公司的有息负债规模和资产负债率仍处于高位。截至2025年三季度末，格林美有息负债达321.8 亿元，同比增长37.76%，远高于同期营收10.55%的增速，有息资产负债率达41.57%。 截 ...

长江商报消息 ●长江商报记者 汪静 格林美（002340.SZ）拟收购河南国资旗下一亏损公司，意欲何为？ 12月12日晚间，格林美发布公告称，当日，公司与河南投资集团有限公司签署《产权交易合同》，拟以 自有资金4亿元收购河南投资集团全资子公司河南循环科技产业集团有限公司（简称"河南循环集团"） 16.38%的股权。 本次交易完成后，公司将持有河南循环集团16.38%的股权，河南循环集团将成为公司参股公司，不纳 入公司合并报表范围。 值得关注的是，河南循环集团2025年前三季度净利润亏损162.62万元，同时，截至2025年9月30日，其 净资产为14.54亿元，但公告披露，本次产权转让价格以北京中天华资产评估有限责任公司出具的评估 报告为基础，选用收益法评估结果作为最终结论。截至评估基准日2025年5月31日，河南循环集团股东 全部权益价值为24.42亿元。因此，本次交易溢价较高。 长江商报记者注意到，格林美目前持续梳理业务，剥除亏损子公司，聚焦主业，为此，多次与河南循环 集团合作，不少子公司均由后者接手。 2025年前三季度，格林美业绩创下新高。同时，公司印尼镍资源项目镍金属出货79916吨（含参股产 能） ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：002340 证券简称：格林美 公告编号：2025-126 格林美股份有限公司 关于收购河南循环科技产业集团有限公司16.38%股权的公告 本公司及董事会全体成员保证信息披露的内容真实、准确、完整，没有虚假记载、误导性陈述或重大遗 漏。 一、交易概述 向新而行，向绿而生。为更好地实施格林美股份有限公司（以下简称"公司"）循环产业战略布局，促进 循环产业的发展，公司决定与具备循环产业发展优势的国有企业实施股权合作。2025年12月12日，公司 与河南投资集团有限公司（以下简称"河南投资集团"）共同签署《产权交易合同》（以下简称"本合 同"），公司将收购河南投资集团全资子公司河南循环科技产业集团有限公司（以下简称"河南循环集 团"）16.38%的股权，交易金额为人民币40,000万元。本次交易完成后，河南循环集团将成为公司的参 股公司，不纳入公司合并报表范围。 根据《深圳证券交易所股票上市规则》《公司章程》等相关规定，公司本次签署的《产权交易合同》不 需要提交董事会和股东会审议批准。本次签署《产权交易合同》不构成关联交易，也不构成《上市公司 重大资产重组 ...

Core Insights - The discovery of a new method to extract rare earth elements from seaweed could revolutionize the global rare earth industry, potentially diminishing China's dominant position in this sector [1][7][15] Group 1: Technology and Methodology - Scientists have found that seaweed can concentrate rare earth elements from seawater by over a million times, making it a natural reservoir for these resources [5][10] - The extraction process involves grinding the seaweed into a paste, using acidic leaching agents to release the concentrated rare earth elements, achieving a recovery rate of approximately 50% [10][19] - This method is more efficient and environmentally friendly compared to traditional mining, as it eliminates high-energy drying steps and utilizes waste acid [10][13] Group 2: Economic and Strategic Implications - The ability to cultivate seaweed for rare earth extraction could enable coastal nations to achieve self-sufficiency in critical strategic resources, reducing reliance on single-export countries like China [7][15] - The emergence of seaweed-based rare earth extraction could lead to a more decentralized and secure global supply chain, mitigating geopolitical risks associated with resource monopolies [15][17] - If successful, this technology could foster new industrial clusters in coastal nations, altering the traditional rare earth supply chain dynamics [17][19] Group 3: Environmental and Sustainability Aspects - The seaweed extraction process promotes a "zero waste" model, as the residual biomass can be repurposed for biofuels, building materials, and biodegradable plastics [13][19] - Seaweed cultivation also contributes to carbon dioxide absorption, aiding in the fight against ocean acidification and supporting carbon neutrality goals [13][19] - This innovative approach aligns with the principles of sustainable development, demonstrating that technological advancements can coexist with ecological preservation [19]

Core Viewpoint - The company, Hubei Heyuan Gas Co., Ltd., is transitioning from traditional industrial gases to high-end electronic specialty gases and silicon-based functional materials, aiming to establish a comprehensive business development model driven by innovation [1][3]. Group 1: Company Overview - Hubei Heyuan Gas has over 20 years of experience in the gas industry and has evolved into a leading comprehensive gas company in China, listed on the Shenzhen Stock Exchange in January 2020 [2][3]. - The company currently sells over 5 million bottled gases annually, nearly 100,000 tons of liquid gases, and has a pipeline gas supply scale of 600 million cubic meters, maintaining a leading position in the industry [2]. Group 2: Market Opportunity - The electronic specialty gas market in China has seen rapid growth, with the market size increasing from 17.5 billion yuan in 2017 to 49.6 billion yuan in 2023, reflecting a compound annual growth rate of 18.96%. It is projected to reach approximately 80.8 billion yuan by 2026 [4]. - The semiconductor, photovoltaic, and LCD display industries are driving the demand for electronic specialty gases, providing significant growth opportunities for the company [4][7]. Group 3: Technological Innovation - The company is focusing on core technologies such as gas synthesis, separation, cryogenics, and purification to enhance its competitive edge in the electronic specialty gas sector [3][4]. - A dedicated R&D center has been established with an investment of 150 million yuan to improve research and testing capabilities in electronic specialty gases and silicon-based new materials [3]. Group 4: Industrial Development - The company has created a circular industrial system that includes six major business areas: electronic specialty gases, electronic chemicals, silicon-based functional materials, and bulk gases [4]. - Two major industrial parks for electronic specialty gases and functional materials are under construction in Yichang and Qianjiang, designed to leverage resource advantages and support the company's ambition to upgrade to a circular industry [5][7]. Group 5: Production Capabilities - The Yichang industrial park features advanced production facilities, including an 80,000-ton trichlorosilane production unit and a 5,000-ton silane unit, which are currently in trial production [6]. - The Qianjiang industrial park is equipped with a high-purity hydrogen purification workshop and a series of production facilities for various electronic specialty gases, ensuring a sustainable industrial ecosystem [6][7].