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全球电芯循环服务体系价值获市场认可,晋景新能新客户拓展再度提速
Zhi Tong Cai Jing· 2025-04-15 09:07
Core Viewpoint - JinJing New Energy (01783) is gaining recognition in the global green economy through strategic partnerships, particularly with Jinko Energy and Guoxuan High-Tech, focusing on lithium battery recycling and circular economy [1][2][6] Group 1: Strategic Partnerships - JinJing New Energy signed a memorandum of understanding with Jinko Energy's subsidiary, Zhejiang Jinko Energy Storage, to collaborate in the global recycling market [1][2] - The partnership aims to establish a comprehensive recycling network, enhancing operational efficiency and market influence [2] - This collaboration follows a previous strategic agreement with Guoxuan High-Tech, indicating the growing value of JinJing's global service system in battery recycling [1][2] Group 2: Market Dynamics - The overseas battery recycling market is more mature than the domestic market, with established channels being crucial for success [1][2] - JinJing New Energy has over 70 service points in 28 countries, making it a preferred partner for domestic battery manufacturers and energy storage companies looking to expand internationally [2] Group 3: Growth Potential - Jinko Energy aims to become one of the top three global energy storage suppliers within 3 to 5 years, which could significantly boost JinJing's battery recycling business [3][4] - The projected demand for retired batteries is substantial, with estimates suggesting over 50 GWh of retired batteries from Jinko's future energy storage systems [4] - Collaborations with Jinko and Guoxuan could lead to a total disposal value of over 300 billion RMB for JinJing, marking the beginning of high growth in its global battery recycling business [4][6] Group 4: Financial Performance - JinJing's reverse supply chain management and environmental services revenue surged by 138.23% year-on-year in the first half of 2024, indicating a strong growth trend [5] - The company's stock price has increased by up to 18 times since 2023, with a market capitalization exceeding 10 billion HKD, reflecting investor confidence in its business model and growth potential [6]