中化新网讯 9月9日，帝人株式会社旗下泰国子公司帝人聚酯(泰国)有限公司宣布，计划将其位于泰国空 銮的聚酯长丝产能提升至620吨/年。 目前，帝人子公司帝人前沿正针对性生产满足此类需求的纱线，但由于前端加工设备同时承担工业纤维 用回收聚酯长丝与其他工业材料用功能聚酯长丝的生产任务，产能提升面临瓶颈。泰国空銮工厂生产的 高强度回收聚酯长丝及功能性聚酯长丝计划销往日本及国际市场，作为帝人前沿集团的原料纱线和成 品。 此次扩产旨在应对回收聚酯长丝需求的显著增长，该需求主要由资源循环倡议及2023年欧盟《报废车辆 (ELV)法规提案》推动。新法规基于原有ELV指令和"3R(再利用、回收、再生)认证指令"，旨在强化回 收力度并减少废弃物。帝人指出，受此影响，市场对兼具高强度、阻燃性等增强功能的聚酯长丝需求持 续上升。 ...

开幕式上，广东省交通运输协会会长鲁昌河回顾了展会自2021年创办以来的发展历程。他指出，博览会 始终与行业同频共振，从搭建政企沟通桥梁，到汇聚产学研用资源、破解技术壁垒，见证并推动了大湾 区智慧交通从萌芽探索到集群发展的全面蜕变。 主论坛"2025粤港澳大湾区智慧交通创新论坛"汇聚了众多海内外权威专家。交通运输部原总工程师周伟 就《发展新质生产力与公路数字化转型》进行主题分享；新加坡工程院院士Fwa Tien Fang探讨了智能 时代道路管理运营的挑战；香港理工大学冷真教授介绍了基于机器学习的高速公路路面性能智慧预测模 型。此外，苏交科集团、华为技术、中交一公院、中国电信广东公司及华设设计集团等行业龙头企业代 表也发表了专题演讲。 5月14日，以"创新协同 开放共享"为主题的第五届粤港澳大湾区（广州）智慧交通产业博览会在广州市 保利世贸博览馆隆重开幕。本届博览会由广东省交通运输协会主办，多家省级交通行业组织、大型国有 企业及高校联合主办，旨在推动大湾区智慧交通产业的集群化、高端化发展。 浙江兰亭建设集团有限公司作为我国公路材料与建设技术领域的领先企业之一，亦受邀参会。该公司曾 于2004年凭借"高等级公路路面 ...

活动现场，中国汽车技术研究中心有限公司党委书记、董事长安铁成，结合当前行业发展形势，提出面 向"十五五"时期汽车产业的发展建议：一是锻造汽车新质生产力，提升自主创新能力，增强产业发展新 动能；二是平稳推动汽车新旧动能转换，夯实智能网联发展基础，构建产业发展新篇章；三是深化国际 化合作水平，促进产业全球化布局进程，塑造产业增效新未来。 全国政协常委、清华大学教授欧阳明高表示，当前我国已经进入智能化电动车时代，电动汽车的完全智 能化将给汽车产业带来巨大变革。我国正在迎来电力市场化改革的发展机遇，下一步，全固态电池、车 网互动等关键技术的快速发展将为汽车产业带来新的发展动能。 生态环境部大气环境司司长李天威，工业和信息化部装备工业一司副司长、一级巡视员郭守刚，商务部 市场运行和消费促进司一级巡视员（正司级）耿洪洲，国家数据局数字科技和基础设施建设司副司长李 建国，围绕机动车排放污染物治理，实施新一轮汽车产业稳增长举措，积极提振汽车消费，推动汽车产 业与数据要素深度融合等方面进行专题政策解读，并对引导汽车产业科学制定"十五五"规划提出发展建 议。 中国企业联合会党委书记、常务副会长兼秘书长，工业和信息化部原党组成员、 ...

Core Viewpoint - The 21st China Automotive Industry Development (Teda) International Forum was successfully held in Tianjin, focusing on the theme "Increasing Momentum, Opening New Chapters, and Going Global" with highlights in cross-industry innovation, quality improvement, government-enterprise dialogue, and discussions in frontier fields [1] Group 1: Industry Development Suggestions - The chairman of the China Automotive Technology Research Center proposed three key suggestions for the automotive industry during the "14th Five-Year Plan" period: enhancing independent innovation capabilities, promoting the transition from old to new driving forces, and deepening international cooperation to shape a new future for the industry [4] - The current shift towards intelligent electric vehicles is expected to bring significant changes to the automotive industry, with rapid advancements in key technologies such as all-solid-state batteries and vehicle-to-network interactions providing new development momentum [5] Group 2: Policy and Dialogue Mechanisms - Senior officials from various government departments provided insights on vehicle emission pollution control, new measures to stabilize automotive industry growth, and the integration of data elements into the automotive sector, emphasizing the need for a scientific approach to the "14th Five-Year Plan" [7][10] - The forum established a dialogue mechanism to ensure that policy-making is evidence-based, corporate demands are addressed, and industry development is guided effectively [14] Group 3: Forum Structure and Output - The forum upgraded its organizational structure by inviting industry organizations and leading enterprises from sectors like energy and artificial intelligence to participate, fostering cross-industry innovation [13] - A total of 27 think tank outputs were generated during the forum, including 8 specialized reports, 11 industry research reports, and various consensus discussions, showcasing a multi-faceted approach to professional insights [12] Group 4: International Collaboration and Market Expansion - The forum set up specialized discussions on global market trends, national automotive policies, and international collaboration opportunities, aiming to assist enterprises in their high-quality international expansion strategies [18] - The Tianjin Economic and Technological Development Zone has become a significant hub for the automotive industry, with major manufacturers and over 200 supporting enterprises contributing to a complete supply chain [19]

Core Viewpoint - Guangdong Jingsheng New Energy Co., Ltd. (Jingsheng New Energy) has refiled its listing application on the Hong Kong Stock Exchange amid a challenging period for the lithium battery industry, characterized by price declines and increased competition, while the company aims to leverage its resource recycling technology to tell a new story in the capital market [1][2]. Company Overview - Jingsheng New Energy is a leading global provider of lithium battery recycling and regeneration solutions, recognized as the second-largest in the world by revenue from recycling sales in 2024, and the largest third-party service provider in this sector [2]. - The company's recycling business covers mainstream battery systems, including ternary lithium batteries and lithium iron phosphate batteries, with products widely used in electric vehicles, energy storage systems, and consumer electronics [2]. Financial Performance - The company has reported cumulative losses exceeding 1 billion RMB over the past three and a half years, with a significant revenue drop of 56.5% year-on-year in the first half of 2025 [2][3]. - Revenue figures for the years 2022 to 2025 show a decline from approximately 2.905 billion RMB in 2022 to 937 million RMB in the first half of 2025, with net profits fluctuating from a profit of 151 million RMB in 2022 to a loss of 144 million RMB in the first half of 2025 [3][4]. Market Dynamics - The lithium battery metal market has experienced extreme volatility, with lithium carbonate prices plummeting over 80% from a peak of 426,900 RMB per ton in 2022 to 80,100 RMB per ton in 2024, further dropping to a historical low of 62,300 RMB per ton in the first half of 2025 [5][6]. - Despite these challenges, the company achieved a positive gross margin in the first half of 2025, attributed to both market improvements and internal operational efficiencies [5][6]. Strategic Initiatives - Jingsheng New Energy is pursuing an aggressive vertical integration strategy, aiming to strengthen upstream black powder production and extend downstream into cathode material manufacturing, thereby creating a closed-loop industry chain from recycling to regeneration [7][8]. - The company plans to enhance its processing capacity for retired batteries and expand its black powder production to reduce reliance on external suppliers and control costs [7]. Risks and Challenges - The company faces execution risks in its strategy, including technological barriers in transitioning from recycling to cathode material production and potential financial strain from capital expenditures amid tight cash flow [9]. - Customer concentration is a significant concern, with the top five customers accounting for 67.3% of revenue in the first half of 2025, raising the risk of operational instability if any major customer defaults or delays payments [9][10]. Conclusion - The company has shown resilience with a positive gross margin in the first half of 2025, but the focus remains on how well it can navigate the cyclical pressures of commodity prices while maintaining operational stability and growth in the resource recycling narrative [11].

Core Viewpoint - The environmental protection industry in China is undergoing significant transformation due to the "dual carbon" goals, with the hazardous waste sector shifting from a "scale logic" to a "value logic" approach, facing challenges such as intensified market competition and increased operational pressures [1] Group 1: Industry Challenges and Opportunities - The hazardous waste industry is experiencing a restructuring of its competitive landscape, with companies seeking business upgrades and technological breakthroughs to seize development opportunities [1] - Companies are facing external pressures from stricter policies and elevated technical standards, alongside internal challenges from market competition and raw material price fluctuations [1] Group 2: Company Performance and Growth - Dongjiang Environmental achieved approximately 1.5 billion yuan in revenue in the first half of the year, a year-on-year decrease of 3.4%, but made significant breakthroughs in resource recycling business [2] - Sales of resource recycling products reached 646 million yuan, with new product sales surging by 272% year-on-year, becoming the core driver of business growth [2] - The company is actively entering new business areas, such as automotive parts remanufacturing, by forming joint ventures and integrating local resources to create an efficient industrial ecosystem [2] Group 3: Innovation and Technological Advancements - Dongjiang Environmental prioritizes technological innovation as a core driver of development, establishing a national postdoctoral research station and multiple provincial innovation platforms [3] - The company has achieved significant technological advancements, including the development of high-end copper products and environmentally friendly materials, enhancing its competitiveness in the high-end materials sector [3] - The company has successfully industrialized its technological achievements, contributing to resource recycling and providing efficient solutions for waste treatment [3] Group 4: Future Strategies - Despite facing operational challenges, Dongjiang Environmental is committed to continuous transformation in resource recycling and technological innovation [4] - The company plans to deepen its "three poles and four strengths" reform, enhance cost control, and improve operational efficiency [4] - Dongjiang Environmental aims to expand its market presence both domestically and internationally, focusing on high-end and differentiated development in resource recycling [4]

Core Viewpoint - Greenmei Co., Ltd. has announced the approval of its H-share stock issuance and listing on the Hong Kong Stock Exchange, aiming to enhance its global development strategy and international brand image [1][5] Group 1: Company Strategy - The issuance and listing are intended to support the company's globalization efforts and improve its comprehensive competitiveness [1] - The company will consider the interests of existing shareholders and market conditions when determining the timing and window for the issuance [1] Group 2: Business Model and Operations - Greenmei operates under the dual business model of "urban mining + new energy materials manufacturing," focusing on recycling key mineral resources and electronic waste [5][6] - The company has established a comprehensive urban mining system, recovering over 10% of retired power batteries and 6% of scrapped vehicles in China [6] Group 3: Financial Performance - In 2024, Greenmei achieved a revenue of 33.2 billion yuan, an increase of 8.75% year-on-year, and a net profit of 1.02 billion yuan, up 9.19% [7][11] - The revenue from new energy battery materials and raw materials accounted for 77.59% of total revenue, while waste resource utilization contributed 22.41% [11] Group 4: Technological Innovations - The company has made significant advancements in battery recycling technology, achieving over 92% disassembly yield and 100% glue removal rate for CTP battery packs [8] - Greenmei has developed a closed-loop regeneration technology for lithium iron phosphate batteries, achieving over 95% recovery rates for lithium and over 90% for iron and phosphorus [8] Group 5: Market Position and Partnerships - Greenmei is recognized as a leader in urban mining and waste recycling, with partnerships including major global companies such as SAMSUNG SDI and CATL [6][12] - The company aims to leverage its innovations to strengthen its position in the global green development landscape [12]

Core Viewpoint - The new regulations on rare earths in China are expected to significantly impact the global supply chain, leading to price surges and strategic adjustments by international companies [2][3][4]. Group 1: Policy Changes - The "Total Control Management Measures for Rare Earth Products" limits China's rare earth mining quota to 240,000 tons for 2025, a mere 3% increase from 2024, which is below the global demand growth of 6% [3]. - The new policy also tightens the quotas for rare earth smelting and separation, with southern ion-type rare earth smelting capacity utilization capped at below 70% [3]. - Specific quotas for strategic elements like praseodymium, neodymium, dysprosium, and terbium have been introduced, with neodymium supply expected to remain unchanged year-on-year [3]. Group 2: Global Impact - The new regulations have triggered immediate reactions from global companies, with Toyota adjusting its electric vehicle production plans and Siemens initiating strategic reserves due to increased costs for neodymium-iron-boron permanent magnet materials [4]. - The U.S. Raytheon Company has warned that its rare earth inventory for the Patriot missile guidance system will only last for nine months under current conditions [4]. - Despite efforts from companies like Lynas in Australia and MP Materials in the U.S. to ramp up production, it is projected that overseas rare earth capacity will only meet 28% of global demand by 2025 [4]. Group 3: Technological and Economic Implications - The value of rare earths increases significantly through processing, with raw ore valued at approximately 30,000 yuan per ton, while processed permanent materials can reach up to 800,000 yuan, and precision motors can be valued at 12 million yuan [6]. - The U.S. Department of Defense recognizes the strategic importance of rare earths, linking them to the production capabilities of advanced military systems like the F-35 fighter jet [6]. - China is enhancing its rare earth processing technologies, with innovations in green extraction and recycling systems that improve resource utilization rates [6]. Group 4: Future Trends - The rare earth market is expected to evolve into a "three-legged" competition, with China maintaining dominance in heavy rare earth supply, while Western nations accelerate support for projects in Australia, Canada, and India [7]. - Long-term competition will focus on technological alternatives and resource recycling, with projections indicating that by 2030, 30% of global rare earth demand could be met through recycling [7]. - The new policies serve as both a defensive measure and a strategic offensive tool for China, emphasizing the importance of controlling key resources in the context of global industrial competition [7].

Group 1 - The company reported a mid-year performance for 2025 with operating revenue of approximately 1.5 billion, a year-on-year decrease of 3.4% [1] - The net loss attributable to shareholders was approximately 278 million, an increase of 8.09% year-on-year, with a basic loss per share of 0.25 yuan [1] - The resource recycling business achieved product sales of 646 million, with new product sales surging by 272% year-on-year [1] Group 2 - The company has successfully trial-produced a new product, nano-grade basic copper sulfate, and achieved mass production of the "Jiangxun" nitro paint thinner, which boasts industry-leading solubility and environmental properties [1] - The company increased its R&D investment, filing 15 new patent applications and obtaining 30 patents in the first half of the year, with a total of 647 valid patents [1] - The company is advancing pilot projects for monoammonium phosphate, acid method production of copper chloride, and copper salts, while high-end ultra-fine copper powder samples have been developed for key customer trials [1] Group 3 - The company has entered the automotive parts remanufacturing sector by forming a joint venture, integrating resources from regional auto dismantling plants, remanufacturing enterprises, and repair shops [2] - The company has established a standardized industrial alliance and successfully registered three brands: "Dongjiang Rebirth," "Dongjiang Renewal," and "Dongjiang New Green," creating a standardized management system for brand output [2] - The company has achieved new breakthroughs in resource recycling business through the establishment of this alliance [2]

Core Viewpoint - China Resources Recycling Group's subsidiary, Boyuan Environmental Protection Company, has successfully launched an intelligent plastic crushing and cleaning processing line, enhancing the recycling of waste plastics and promoting high-end, intelligent, and green development in the industry [1] Group 1: Technological Advancements - The company has introduced supergravity separation technology to address challenges such as low sorting efficiency and high impurity residue, significantly improving product purity and material added value while reducing equipment wear risk [1] - Collaborating with academic teams, the company has made breakthroughs in the analysis of small appliance plastic types and microplastic processing, upgrading the intelligent plastic crushing and cleaning line [1] Group 2: Production Capacity and Environmental Impact - The production line can process 10,000 tons of waste plastics annually, which is equivalent to reducing approximately 40,000 tons of carbon dioxide emissions and saving about 50,000 tons of petroleum resources [1] - The line transforms the plastic from discarded home appliances into high-value recycled materials, which can be widely used in textiles, automotive, and electronic packaging sectors [1] Group 3: Automation and Precision - The company employs internationally leading automated sorting technology, integrating optical recognition, density sorting, and AI algorithms to accurately distinguish different materials and colors of waste plastics, achieving a sorting purity of over 99% [1]