锂电尾矿被视作"城市矿山"，每吨尾矿中平均含有锂2.3kg、钴1.8kg、镍3.5kg，若能高效回收，可满足全球15%的锂电原材料需求。然而传统工艺对品位低 于0.5%的尾矿束手无策，且回收过程产生的重金属废水处理成本占总投入的40%。团队负责人陈曦教授介绍，团队从温泉嗜热菌中提取的热稳定蛋白，能在 60℃环境下保持活性，通过分子构象变化实现对不同金属离子的特异性识别——先以98%的选择性捕获锂元素，再通过pH值调控激活钴离子结合位点，最后 利用螯合基团锁定镍离子，形成"梯次捕获、精准释放"的回收闭环。中试数据显示，该技术使尾矿贵金属总回收率提升至92%，吨处理成本降低58%，且全 程无有害废气排放，废水经处理后可直接回用。 团队依托省部共建绿色包装与生物降解技术国家重点实验室，构建起"微生物筛选-蛋白改性-中试放大-产业应用"的全链条创新体系。陈曦教授表示："我们 不仅要攻克锂电尾矿回收的'卡脖子'技术，更要探索出一条产学研深度融合的产业化路径，让技术创新真正服务于产业发展。" 据团队技术骨干王浩介绍，该团队研发的生物蛋白具有耐酸碱、可重复使用等特性，经10次循环后吸附容量仍保持初始值的85%以上。通过耦合 ...

Overview - The recycling of waste batteries is essential for reducing environmental pollution and achieving resource sustainability, with a focus on recovering valuable metals like lithium, cobalt, and nickel [1][11] - In 2024, China's waste battery (excluding lead-acid) recycling volume is projected to reach 750,000 tons, a year-on-year increase of 22.95%, with a recycling value of 17.25 billion yuan, up 17.83% [1][11] Market Policies - A series of policies have been implemented in China to support the development of the waste battery recycling industry, including guidelines for enhancing recycling systems and promoting green manufacturing [4][6] - Key policies include the "2030 Carbon Peak Action Plan" and various initiatives aimed at improving recycling networks and encouraging the integration of advanced technologies in recycling processes [4][6] Industry Chain - The waste battery recycling industry consists of three main segments: upstream (battery sources and collection channels), midstream (recycling and dismantling), and downstream (production of recycled products) [7] - The increasing number of retired batteries from electric vehicles and energy storage systems is a significant source of waste batteries, providing ample raw materials for the recycling industry [7] Current Development - The rapid growth of the electric vehicle and consumer electronics markets has led to an increase in waste battery generation, highlighting the economic and environmental benefits of recycling [11] - The waste lithium-ion battery sector is particularly significant, with the production of lithium-ion batteries in China expected to reach 29.46 billion units in 2024, a 20.1% increase year-on-year [9] Competitive Landscape - The waste battery recycling industry in China is characterized by a tripartite structure involving battery manufacturers, material companies, and third-party recycling firms [13][15] - Leading companies like BYD and CATL have established closed-loop systems for battery production and recycling, while material companies like Huayou Cobalt and Ganfeng Lithium focus on material recovery and processing [13][15] Future Trends - The industry is expected to see stricter regulations and enhanced collaboration between automakers and recycling companies, driven by carbon neutrality goals and ESG considerations [19] - The adoption of intelligent recycling systems utilizing blockchain and AI technologies is anticipated to improve efficiency and reduce costs in the recycling process [19]

Group 1 - Shanghai Xiba plans to participate in the auction of lithium sulfide business assets from Yuyuan Rare Earth New Materials Co., indicating a strategic move into the new energy sector and solid-state battery technology [1] - The auctioned assets include intangible and fixed assets, with a focus on lithium sulfide production technology, which is solely owned by Yuyuan Rare Earth [1] - The transaction does not constitute a related party transaction or a major asset restructuring, suggesting manageable risk for Shanghai Xiba [1] Group 2 - Huayou Cobalt expects a net profit of 2.6 billion to 2.8 billion yuan for the first half of 2025, representing a year-on-year increase of 55.62% to 67.59% [2] - The profit increase is attributed to the continuous release of integrated operational advantages, rising cobalt prices, and ongoing management reforms and cost reduction efforts [2] - The company reported a net profit of 1.252 billion yuan in the first quarter, with the second quarter expected to yield a net profit of 1.348 billion to 1.548 billion yuan, indicating strong operational momentum [2] Group 3 - A lithium battery recycling plant in Spain experienced a fire that lasted for three days, injuring two individuals and raising safety concerns within the industry [3] - The fire, caused by several explosions, highlights potential operational stability issues for related companies and may prompt the industry to enhance safety standards [3] - The incident could negatively impact market confidence in the lithium battery recycling sector in the short term, despite potential long-term benefits for compliant enterprises [3]

目前，ESG已成为长线投资者的必要考量因素。 截至2025年6月30日，全球签署联合国负责任投资原则（UN PRI）的机构已近5100家，其中包含745家 资产所有者，其管理资产总额突破100万亿美元。 ESG评级与核心业绩数据共振提升 作为港股唯一的海外电芯循环标的，晋景新能的核心业务天然具备浓厚的环境友好特征，这也是全球资 金在ESG这个十分宽泛的概念中能够取得的最大共识。 而这并非是一蹴而就的，获奖的背后，折射出一场静默却又深刻的产业变革。这家曾经以建筑为主业的 香港企业，仅仅经过三年的时间，便蜕变为全球动力电池回收领域的标杆。当全球绿色浪潮奔涌而来， 晋景新能以覆盖28国的回收网络和香港首张动力电池处置全牌照，构建起一条贯通政策、技术与市场的 ESG价值链。 从传统建筑工程到绿色能源服务，晋景新能的转型历程堪称教科书级案例。2025财年业绩报告显示，公 司营收同比激增92.3%至8.7亿港元，其中逆向供应链管理及环保服务业务贡献了80%的营收，增长率高 达204%。这一数据不仅印证了商业逻辑的成功重构，更揭示了ESG理念与业务增长的内在统一性。 与此同时，公司的经调整EBITDA实现从-4010万港元 ...

理论上讲，退役动力电池回收处置并不难，但进入实际操作过程尤其是实现产业化价值却不容易。目 前，一些电池再利用技术尚处于试验阶段，暂时难以商业化。更大的难题还在回收环节。 转自：中国质量报 □ 胡立彪 今年前5个月，我国新能源汽车销量560.8万辆，同比增长44%，延续快速增长势头。随着销量增长，新 能源汽车保有量也迅速增长。截至2024年底，我国新能源汽车保有量达到3140万辆。巨大且持续增长的 保有量，让一个问题凸显出来：早期装车的动力电池逐渐达到质保期，叠加各项新能源汽车换新补贴政 策推动，动力电池将迎来集中退役高峰期。 按照国家规定，当新能源汽车的动力电池容量衰减至初始容量的80%以下时，就要退役。数据显示， 2023年，我国退役的动力电池总量为58万吨，预计今年将超过100万吨，2030年将达到350万吨。动力电 池退役潮推动形成一个可观的回收市场，据预测，我国动力电池回收市场在2030年有望突破1000亿元。 但是，退役动力电池怎么退？据了解，目前报废的动力电池通常有3种处置方法：一是重新制造，即替 换电池上的损坏零件，重新装配到电动汽车上；二是电池转型，即改变电池的调校数据，将其装配到低 速电动车 ...

Group 1 - Cainiao has established a cross-border logistics network for parcel delivery among the six Gulf countries, with delivery times as fast as three days [2] - Tongcheng Travel signed a memorandum of understanding with the Ras Al Khaimah Tourism Development Authority to enhance brand promotion, optimize visitor experiences, and develop data-driven products [2] - Three major credit rating agencies—Fitch, S&P, and Moody's—maintained high credit ratings for the UAE, reflecting confidence in its economic fundamentals and fiscal policies [2] Group 2 - Dubai welcomed 8.68 million international tourists from January to May 2025, a 7% increase year-on-year, indicating strong recovery in the tourism sector [3] - The UAE is expanding cooperation with China in renewable energy and infrastructure, aiming to deepen the comprehensive strategic partnership [3] - CIMC Group is focusing on the Middle East as a key area for overseas business expansion, actively seeking strategic cooperation opportunities [4] Group 3 - The Hunan-UAE Economic and Trade Cooperation Exchange Conference was held to promote practical cooperation in trade, investment, and industry [4] - Hunan Broadcasting Group signed strategic cooperation memorandums with the Dubai Economic and Tourism Bureau and the Royal Commission for AlUla in Saudi Arabia [4] - IFZA Free Zone hosted a delegation from Shanghai Jiao Tong University, enhancing business cooperation between China and the UAE [6] Group 4 - The 12th GLA Global Logistics Conference was held in Dubai, gathering nearly 2,000 logistics professionals to discuss industry challenges and opportunities [6] - KEZAD Group signed a 50-year cooperation agreement with Witthal to establish the UAE's first lithium battery recycling plant, with a total investment of 40 million dirhams [6] - The luxury goods market in the Middle East is experiencing growth, driven by strong tourism and consumer spending, with a projected 6% increase in sales in 2024 [7] Group 5 - The UAE is expected to attract nearly 10,000 millionaires in 2025, maintaining its status as a preferred destination for wealthy individuals [7] - Qatar Investment Promotion Agency plans to visit Beijing to strengthen investment relations between China and Qatar [8] - Qatar established a $200 million stock fund to attract foreign asset management institutions, focusing on local stock market investments [8]

6月25日晚间，晋景新能发布了截至2025年3月31日止年度的年度业绩报告，翻阅过后，笔者认为"惊 喜"二字最适合概括这份业绩。 报告期内，晋景新能全年实现营业收入8.7亿港元，同比大幅增长92.3%，创下历史最高记录。与此同 时，其盈利能力的大幅提升更令人侧目。数据显示，公司毛利实现1.03亿港元，同比增幅高达266.8%； 归属股东净亏损从去年同期的7890万港元大幅收窄至1570万港元，距离盈亏平衡仅一步之遥。值得注意 的是，报告期内公司的经调整EBITDA实现扭亏为盈，从去年同期的-4010万港元增加至4480万港元。 公司自2022年获取香港首块动力电池处置牌照起步，逐步构建起涵盖运输、出口及拆解的全套资质壁 垒，彻底打通电池回收的合规通道。这一布局在本财年迎来收获期：逆向供应链业务不仅贡献了超过一 半的营收增量，其毛利率的跃升更表明技术壁垒正在转化为定价能力。 进一步拆解晋景新能的增长动力，可以看到，有两大引擎尤为关键。 在纵向链条整合上，公司通过收购本地领先的再生资源企业，将业务触角延伸至电池回收全生命周期， 紧密串联起动力电池回收利用的上下游环节——从前端收集网络、中端拆解检测到后端资源再生利 ...

中国青年报客户端讯（中青报·中青网记者 王京辉）我国新能源汽车产销量已连续10年位居全球第一， 意味着动力电池也已进入规模化"退役"阶段。如何回收规模庞大的"退役"动力电池、如何降低电池生产 对原生矿产资源的依赖和碳排放，成为社会各界热议的话题。近日，中国电池巨头宁德时代与循环经济 倡导机构艾伦·麦克阿瑟基金会（EMF）携手，宣布"全球能源循环计划"愿景——推动电池循环经济全 面落地，同时助力新电池生产彻底摆脱对原生矿产资源的依赖。 据了解，"全球能源循环计划"是首个由中国企业推动的循环经济公益项目，同时也是首个覆盖新能源产 业全产业链、政府、学术机构等多方力量的协作网络。宁德时代副总经理、董事会秘书蒋理在活动现场 表示，未来20年内，全球将有50%的新电池生产告别矿产开采，以电池产业链为切口，带动能源体系向 高效、低碳、可持续方向系统转型。 随着动力电池相关企业数量的增长以及行业的发展，电池回收产业规模水涨船高。企查查今年5月发布 的数据显示，近十年我国电池回收相关企业注册量基本逐年增加。截至今年4月底，2025年我国已注册 1.46万家电池回收相关企业，相比2024年同期注册量增加13.9%。 "我们要让 ...

尽管国家层面已出台《健全新能源汽车动力电池回收利用体系行动方案》，工信部也于去年底发布了新 修订的《新能源汽车废旧动力电池综合利用行业规范条件（2024年本）》，以更好适应技术水平提升、 技术指标提高的行业发展趋势，但政策落地仍需地方结合实际细化创新。四川出台《办法》，目的正是 在于进一步健全全省新能源汽车动力电池回收利用体系，解决退役动力电池流入"小作坊"导致环境污染 和安全事故等问题，同时引导企业有序投资、有序发展，防止低水平盲目重复建设。在全国新能源汽车 动力电池逐渐进入退役高峰期之际，四川的做法，为各地推动废旧动力电池回收利用做出有益探索。 结合四川面临的挑战，《办法》从区域中心建设、回收利用规范、鼓励支持措施、监督检查、法律责任 等方面，为四川打造动力电池全生命周期闭路循环、提升回收利用安全环保水平提供制度支撑。四川的 探索实践，对全国来说，具有重要的示范意义。 随着新能源汽车保有量的快速增长，动力电池退役量逐年上升。工信部数据显示，2023年我国退役动力 电池总量超58万吨。据预测，2025年我国动力电池退役量将达到104万吨，2030年将达到350万吨。然 而，国务院发展研究中心相关报告显示，截 ...

MACD金叉信号形成，这些股涨势不错！ 【6月23日A股三大指数上涨，近30天368只基金经理离职，基金调研聚焦多领域】 6月23日，A股三大指数集体上涨。收盘时，上证指数涨0.65%，报3381.58点；深证成指涨0.43%，报 10048.39点；创业板指涨0.39%，报2017.63点。当日，数字货币、电子身份证和动力电池回收板块表现 较好，白酒、超级品牌和空气能热泵等板块下跌。 基金经理是基金产品核心成员，其能力影响基金业 绩，变动会影响基金未来表现。近30天，368只基金产品的基金经理离职。6月23日，18只基金发布离职 公告。其中，7位因工作变动从11只基金离职，1位因个人原因从4只基金离职，1位因产品到期从1只基 金离职，1位因辞职从2只基金离职。 安信基金张明现任基金资产总规模46.32亿元，管理混合型基金， 任职回报最高的是安信企业价值优选混合A，8年又51天获126.38%回报，仍在管理该基金。浦银安盛基 金褚艳辉现任基金资产总规模7.07亿元，管理混合型基金，任职回报最高的是浦银安盛环保新能源A，2 年又49天获172.90%回报，新上任两只基金经理。 近一个月（5月24日 - 6月23 ...