在全球环保压力越来越大，资源安全问题日益严重的今天，中国科学家再次带来了重磅突破！ 他们成功研发出了一项"绿氢冶铁"技术，可以从铝业废料赤泥中高效提取铁。 与传统方法相比，这项新技术不仅大幅提升了铁的提取率，还降低了成本，减少了碳排放，最重要的是，把赤泥这种曾经被视为"麻烦"的废料变成了宝贵的 资源。 面对全球碳中和和绿色发展的趋势，这项技术无疑是一个关键的突破。 这项技术会不会彻底改变全球钢铁和铝业的未来呢？ 赤泥是铝土矿经过铝土矿提炼铝的过程后剩下的一种废料，主要成分为铁氧化物、铝氧化物和一些有害的碱性物质。 赤泥的堆积不仅占用大量土地，而且其碱性非常强，长时间堆存极易对土壤和水源造成污染。 全球赤泥的堆存量已超过40亿吨，而中国作为世界上最大的铝生产国之一，其堆积的赤泥数量也不容小觑。 具体而言，传统的炼铁技术通常需要高达1200℃以上的温度，铁的回收率往往无法超过40%。 不仅如此，处理赤泥的过程中还会排放大量二氧化碳，加剧了全球气候变化的压力。 而且，冶炼过程中的副产品往往是具有强碱性的残渣，这些残渣既不能直接利用，也增加了后续处理的成本。 因此，寻找一种既能高效提取铁，又能够解决赤泥堆积问题的技术 ...

刚果金钴出口配额政策及海关流程问题导致中国国内钴供应紧张，预计 2026 年一季度钴价将保持乐观，或涨至 50 万元/吨，但 3 月初原料到 达后可能回调，大幅跌破 40 万元可能性小。若到货量低于预期，价格 或再次上涨；若符合预期，大企业控制供应也可能维持高位，全年钴价 有望维持在 50 万元以上，甚至 60 万元。 印尼镍项目投产虽能部分对冲刚果金出口限制，但无法完全弥补缺口。 预计 2025 年印尼镍项目带来约 4 万吨钴供应，其中不到 3 万吨进入中 国，2026 年增量约 1 万吨，难以弥补刚果金缺口。2027 年底或 2028 年初，新建湿法项目投产后，钴供应将显著增加，逐步解决原料短缺问 题。 预计 2026 年全球钴实际供应量约为 21.5 万吨，增量主要来自印尼和黑 粉回收。2025 年全球供应量约为 20 万吨，而 2026 年精炼钴产量预计 接近 22 万吨，供需紧张局面将持续，库存已消耗过去几年过剩量，明 年紧张状况延续。 2025 年全球精炼钴需求量约为 22 万吨，同比增长约 3%，主要由骨传 导技术和 3C 电子消费推动，动力电池领域消费呈下降趋势。预计 2026 钴镍行业观点交 ...

主笔:于梅君 爱丁堡大学的科学家想:"能不能让塑料'死得其所',变成更有价值的东西?"他们通过一种被称为"洛森重 排"的化学反应,成功将废弃塑料瓶转化为常用的镇痛药——对乙酰氨基酚(即扑热息痛),转化率高达 92%。 你喝完水,随手把空塑料瓶扔进垃圾桶——它可能就此开启一场"逆袭之旅":48小时后,它或许会变成你感 冒时吃的止痛药。废弃塑料瓶变救命药,这个奇幻魔术是怎么实现的? 从"污染魔头"到"资源宝贝" 全球每年生产4.14亿吨塑料,其中42%用来做包装——比如你手里的矿泉水瓶、外卖餐盒、快递袋。这些 塑料制品的"寿命"短得可怜:平均使用12分钟,却要在地球上存在450年。 对含氯塑料进行回收升级,可获得高附加值和多功能性产品 这些塑料可能先被送到垃圾中转站,然后被运到填埋场,和腐烂的食物、废旧电池做"邻居",慢慢渗出有毒 物质污染土壤；或者被送到焚烧厂,在1000℃高温下变成灰烬,同时释放出致癌的二噁英,飘散到空气中； 就算被回收,也大多降级成低价值产品,比如做成地毯纤维或塑料长椅——这些产品用几年后,还是会变成 垃圾,继续它的"污染之旅"。 因为要让它发生反应,需要使用强酸、强碱或高温等"暴力手段", ...

2025年11月22日，由中国膜工业协会、中国交通建设集团有限公司(简称中交集团)、中国城乡控股 集团有限公司(简称中国城乡)及北京碧水源科技股份有限公司(简称碧水源)共同主办的"膜技术高质量发 展论坛暨碧水源2025年度创新产品发布会"在北京举行。本次发布会以"膜力驱动·智创价值新生态"为主 题，汇聚了来自政府部门、行业协会、科研院所、企业伙伴及媒体代表等200多名各界嘉宾，大会向社 会公众进行现场直播，并通过交建通与中交集团全体员工直播分享。 启幕·4位重量级嘉宾致辞高擎行业与企业"新质使命" 大会由中国膜工业协会秘书长王继文主持。 新加坡工程院院士、国际水协膜技术专家委员会主席黄浩勇教授发表致辞。他指出，在以碧水源为 代表的一批民族企业关键推动下，我国膜技术已实现从"跟跑""并跑"到部分"领跑"的历史性跨越。形成 了成熟的产品体系与产业链，并从单一水处理拓展至海水淡化、工业零排、盐湖提锂及新能源等战略新 兴领域；面对全球膜技术竞争进入以"材料创新、系统集成、绿色化与智慧化"为特征的深水区，黄浩勇 提出未来发展的三大核心路径：一是推动技术范式从"污染去除"向"资源回收"转变，使水处理设施成为 水、能源与营 ...

（记者 曾健辉） 每经AI快讯，有投资者在投资者互动平台提问：钴价一直新高对公司业绩产生影响吗？ 格林美（002340.SZ）11月17日在投资者互动平台表示，感谢您的关注！钴价上涨通常对公司业绩会产 生积极影响。刚果（金）实施的年度配额政策反映出传统钴原料供应链的脆弱性和不确定性，而格林美 通过钴回收与印尼镍资源项目自产钴，有效对冲全球钴供应链的扰动。格林美年循环再生的钴资源超过 中国原钴开采量的350%，2025年前三季度，公司钴回收超过6,000吨，公司印尼镍资源项目（含参股产 能）自产钴金属6,534吨，极大地补充了刚果（金）钴禁运期间的钴供应。在当前钴价上行周期中，公 司钴回收业务与印尼镍资源项目自产钴共同驱动公司的整体盈利曲线上行。谢谢！ ...

Investment Rating - The report maintains a "Buy" rating for the company with a target price of RMB 58.80 [7][8]. Core Views - The company reported a revenue of RMB 423 million for H1 2025, representing a year-on-year increase of 18.81%, while the net profit attributable to shareholders decreased by 57.50% to RMB 49 million [1]. - The decline in net profit is attributed to high investment income from acquisitions in H1 2024, with a notable performance in new business areas such as copper extractants and ammonium rhenate, which are expected to drive revenue growth [1][4]. - The company is focusing on environmental governance, resource recovery, and new materials, with significant project wins in environmental governance totaling over RMB 400 million [4]. Summary by Sections Financial Performance - For H1 2025, the company achieved a revenue of RMB 423 million, with a net profit of RMB 49 million, reflecting a decline in profitability due to previous high investment returns [1]. - The revenue for Q2 2025 was RMB 253 million, showing a year-on-year increase of 0.34% and a quarter-on-quarter increase of 48.37% [1]. Business Segments - The operational services and reagent sales segments saw significant growth, with revenues of RMB 201 million and RMB 166 million, respectively, marking increases of 53.02% and 41.84% year-on-year [2]. - The company’s business structure is continuously optimizing, with operational services and reagent sales gaining a larger share of total revenue [2]. Cost and Profitability - The gross margin for H1 2025 was 35.01%, with a net profit margin of 12.36%, both showing declines compared to the previous year [3]. - Increased expenses and impairment losses have pressured short-term profits, but ongoing business optimization is expected to improve profitability in the future [3]. New Business Development - The company is expanding into new business areas, including ammonium rhenate, copper extractants, sodium sulfide, and flotation agents, which are anticipated to enhance revenue growth [4]. - The production line for ammonium rhenate has been completed, and the company has successfully synthesized high-purity sodium sulfide, with new customer orders for copper extractants exceeding 50% [4]. Profit Forecast and Valuation - The company’s projected net profits for 2025-2027 are RMB 201 million, RMB 241 million, and RMB 300 million, respectively [5]. - The report assigns a PE ratio of 28 times for 2025, reflecting the company’s diversified business model and expected growth in various sectors [5].

Summary of the Conference Call for Sains Company Overview - Sains is the first heavy metal pollution prevention enterprise listed on A-shares, leveraging technology from Central South University and maintaining multiple national-level research platforms with a research team of nearly 200 people and over 100 patents [2][3] - The company has established long-term collaborations with various universities and research institutes, serving hundreds of non-ferrous enterprises [2][3] Core Business and Innovations - Sains specializes in the treatment and resource utilization of heavy metal wastewater and waste residues, with a focus on technological innovation and research platform development [3] - The company has expanded its business into resource recovery and new materials, including a recent acquisition of Zijin Medicine to enter the copper extraction agent sector [3][19] - Sains' revenue for 2024 is projected at 150 million yuan, with a net profit of 38 million yuan, and an expected increase in revenue for 2025 [3][20] Collaboration with Zijin Mining - Sains has a close partnership with Zijin Mining, which has invested strategically in the company and currently holds approximately 21% of its shares [2][5] - The collaboration has deepened in areas such as waste acid and wastewater treatment, with a revenue-sharing model in place to mitigate risks [5][6][12] Rhenium Extraction Progress - Sains has made significant progress in rhenium extraction, collaborating with Zijin Mining and Luoyang Molybdenum, with expected production of 8-10 tons in the next two to three years [9][10] - The recent surge in rhenium prices is attributed to market speculation and supply-demand gaps, with a long-term optimistic outlook due to increasing high-end application demand and domestic substitution policies [11] Financial Projections and Market Outlook - Sains anticipates revenue of 1.2 to 1.3 billion yuan and a net profit of 140 to 150 million yuan for 2025, driven by environmental policies and demand in the non-ferrous industry [22] - The company is focusing on higher-margin product sales and operational services, which are expected to provide sustainable income and profit [22][23] Challenges and Risks - The decline in net profit is primarily due to increased sales and R&D expenses, as well as longer collection periods for overseas business [18] - The company faces challenges in the short term due to the time required for policy implementation, although long-term prospects remain positive due to increasing governmental focus on heavy metal pollution prevention [16] Global Market Expansion - Sains has successfully expanded its business into global markets, including regions in Africa and South America, with production capacity increasing from 3,000 tons to 7,000 tons [21] Conclusion - Sains is positioned as a leader in heavy metal pollution prevention with strong technological capabilities and strategic partnerships, while also exploring new markets and product lines to drive future growth [2][3][22]

Summary of Conference Call Notes Company Overview - **Company Name**: 长江环保 (Changjiang Environmental Protection) - **Industry**: Environmental Protection and Resource Recovery - **Founded**: 2009 by a team from Central South University - **Key Milestones**: Listed at the end of 2022, expanded into overseas markets post heavy metal pollution incident in Jiangxi Core Business and Market Performance - **Business Segments**: - Comprehensive Solutions (EPC) - Operational Services - Product Sales - **Revenue Composition**: - Product sales are becoming the core focus, with a projected increase in revenue share - EPC revenue share decreased from 70% in 2019 to 33% in 2024, while operational services increased from 8.9% to 35% in the same period [5][6] - **Market Potential**: - In the copper, lead, and zinc industry, the annual EPC market space is approximately 1.4 billion CNY, and operational space is 7.1 billion CNY [9] - The company aims to increase market share in the acid-free and wastewater treatment sectors, with potential revenue reaching 1.03 billion CNY if market shares reach 30% and 10% respectively [9] Financial Goals and Incentives - **Equity Incentive Plan**: - Revenue growth targets set at 30%, 15%, and 30% for 2025, 2026, and 2027 respectively, with a compound annual growth rate (CAGR) of 25% [6] - Profit growth targets are 20%, 20%, and 10% for the same years, with a CAGR of 17% [6] Strategic Partnerships - **Key Client**: 紫金矿业 (Zijin Mining) - Transaction amounts with Zijin increased from 140 million CNY in 2022 to approximately 300 million CNY in 2024 [10][11] - The partnership is expected to deepen, with Zijin's overseas projects being managed by the company [11] Recent Developments and Projects - **Acquisition**: - Acquired 龙利化学 (Longli Chemical) to enter the chemical agent sector, focusing on copper extraction agents [13] - Sales dependency on Zijin reduced to about 20%, enhancing sustainability [14] - **New Projects**: - Announced a high-efficiency flotation agent project with a total capacity of 100,000 tons and an investment of 600 million CNY [16] - Initiated a high-purity sodium sulfide project with a capacity of 60,000 tons and an investment of 210 million CNY [21] Market Expansion and Future Outlook - **Overseas Market**: - Benefiting from Chinese enterprises acquiring mining projects in Africa and Central Asia, with significant revenue from Congo and Chile [15] - **Resource Recovery Strategy**: - Focus on expanding resource recovery projects, including rhenium recovery, with a potential revenue of 19 million CNY if fully operational [19][20] - **Overall Development Outlook**: - Strong sustainability in core business, with a shift towards chemical agents and resource recovery expected to drive future growth [23]

Group 1 - The core idea of the article is the innovative transformation of plastic waste into a valuable pain relief medication, acetaminophen, using engineered E. coli bacteria [1][3][4] - The research highlights a novel method of utilizing waste plastic, specifically PET plastic from bottles, as raw material for drug production through metabolic engineering and organic chemistry [3][4] - The process involves breaking down PET into basic molecules, which are then converted into drug precursors within the bacteria, achieving a high yield of 92% for acetaminophen [3][4] Group 2 - This research marks the first successful instance of producing pharmacologically valuable small molecules from discarded plastics within microbial systems, paving the way for advancements in resource recycling and green pharmaceuticals [4] - Future plans include exploring the potential of other types of plastics for similar transformations and identifying additional bacteria capable of such processes, as well as the possibility of producing a wider variety of drugs [4][5] - The vision is to establish "bio-factories" that utilize microorganisms to convert plastic waste into energy, pharmaceuticals, and even food, transforming discarded plastic bottles into valuable raw material "seeds" [5]

Group 1 - Vow ASA's CFO, Cecilie Brænd Hekneby, purchased 220,000 shares, increasing her and close associates' total ownership to 2,571,311 shares [1] - Vow ASA and its subsidiaries focus on preventing pollution by converting biomass and waste into valuable resources and clean energy [2] - The company provides scalable, standardized, patented solutions that enable industries to decarbonize and recover materials, positioning itself as a leader in wastewater purification and waste valorization [2] Group 2 - Vow ASA is listed on the Oslo Stock Exchange under the ticker VOW and is subject to EU Market Abuse Regulation and Norwegian Securities Trading Act disclosure requirements [2]