Group 1 - The company, Zhongzai Zihuan, announced an expected net loss attributable to shareholders of the parent company for the year 2025, ranging from -560 million to -380 million yuan, indicating a significant decline compared to the previous year [2]

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301500 证券简称：飞南资源 公告编号：2026-003 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、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为正值且属于同向上升50%以上情形 （1）以区间数进行业绩预告的 单位：万元 二、与会计师事务所沟通情况 1、公司持续深耕"城市矿产"资源，专注于有色金属类危险废物处置及再生资源回收利用业务，2025年 度营业收入预计约为148亿元(未经审计)，较上年同期增长约18%，主要源于： （1）报告期内，公司加大原料市场拓展力度，全面统筹各基地生产安排，重点提升了江西巴顿和广西 飞南项目产线运行效率，资源化产品产出同比增长； （2）报告期内，金属价格上涨，公司加强对金属价格的跟踪和金属物料的周转管理，缩短资源化产品 的变现周期，资源化产品盈利增加。 2、本报告期公司非经常性损益预计-10,000万元至-12,000万元，主要为公司根据现货需要使用期货合约 对部分存货金属进行套期保值而产生的 ...

登录新浪财经APP 搜索【信披】查看更多考评等级 证券代码：301500 证券简称：飞南资源 公告编号：2026-003 广东飞南资源利用股份有限公司2025年度业绩预告 三、业绩变动原因说明 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、本期业绩预计情况 1、业绩预告期间：2025年1月1日至2025年12月31日。 2、业绩预告情况：预计净利润为正值且属于同向上升50%以上情形 （1）以区间数进行业绩预告的 单位：万元 ■ 二、与会计师事务所沟通情况 公司已就本次业绩预告与年审会计师事务所进行预沟通，公司与年审会计师事务所在业绩预告相关财务 数据方面不存在分歧。 本次业绩预告相关财务数据未经年审会计师事务所审计。 1、公司持续深耕"城市矿产"资源，专注于有色金属类危险废物处置及再生资源回收利用业务，2025年 度营业收入预计约为148亿元(未经审计)，较上年同期增长约18%，主要源于： （1）报告期内，公司加大原料市场拓展力度，全面统筹各基地生产安排，重点提升了江西巴顿和广西 飞南项目产线运行效率，资源化产品产出同比增长； （2）报告期内，金属价格上 ...

公司公告汇总 2025年度业绩预告 截至2026年1月27日收盘，飞南资源(301500)报收于17.59元，上涨0.29%，换手率12.72%，成交量18.32 万手，成交额3.22亿元。 当日关注点 交易信息汇总 资金流向 1月27日主力资金净流出1333.24万元；游资资金净流入78.69万元；散户资金净流入1254.55万元。 业绩披露要点 业绩预告 飞南资源发布业绩预告，预计2025年全年归属净利润盈利2.6亿元至3.3亿元。飞南资源发布业绩预告， 预计2025年全年扣非后净利润盈利3.7亿元至4.4亿元。 广东飞南资源利用股份有限公司发布2025年度业绩预告，预计归属于上市公司股东的净利润为26,000万 元至33,000万元，同比增长102.51%至157.03%；扣除非经常性损益后的净利润为37,000万元至44,000万 元，同比增长74.03%至106.95%。业绩增长主要得益于公司拓展原料市场、提升产线运行效率以及金属 价格上涨带来的资源化产品盈利增加。非经常性损益预计为-10,000万元至-12,000万元，主要系期货套 期保值产生的公允价值变动损失。本次业绩预告数据未经审计，最终数据 ...

□ 本报记者李鑫津 "'合伙人'模式让生态保护从'独角戏'变成'大合唱'。"扬州万福商务区相关负责人深有感触。该商务区所 辖广厦花园小区试点"垃圾分类积分换充电时长、抵物业费"机制，两个月内居民参与率提升至90%，正 确投放率超70%，违规充电现象下降80%。"小区门口就有荣运达回收点，快递纸箱智能称重就能变 现，既方便又环保，现在扔废品都成了'赚福利'。"市民宋女士的体验很直观。 "城市矿山合伙人"——日前，扬州两会政府工作报告中提出的这一新词，展现了"变废为宝"的全新打开 方式。 报告提出，2026年实施"城市矿山合伙人"计划，推进垃圾分类和再生资源回收"两网融合"，生活垃圾资 源化利用率达82%。何为"城市矿山合伙人"计划？扬州市城管局局长王辉森给出明确释义："这是政 府、企业、个人等多元主体结成的合作共同体，核心是把生活垃圾、建筑垃圾、废旧物资等'废弃物'当 作'待开采矿产'，通过全产业链闭环实现资源化利用，让资源循环从'政府主导'转向'全民共建共享'。" 这一创新，是扬州多年积淀的必然结果。作为国家废旧物资循环利用体系建设重点城市，扬州已建成 1600多个再生资源回收网点，1144个小区实现垃圾分类 ...

Group 1 - The Chinese government has issued the "Recycled Materials Application Promotion Action Plan," aiming to enhance the application of recycled materials and promote a circular economy by 2030 [1][3][5] - The plan outlines a roadmap for increasing the supply of high-quality recycled materials, including recycled steel, non-ferrous metals, plastics, and paper, to support the expansion of recycled materials usage [3][5] - By 2024, the total recovery of ten major types of recycled resources in China is expected to exceed 400 million tons, with scrap steel and paper accounting for approximately 21% and 70% of the raw materials used in production, respectively [3][5] Group 2 - Companies are enhancing their capabilities in the recycled materials sector, with many developing specialized networks for collection and processing [6][7] - For instance, Guangxi Fanfeng Environmental Technology Co., Ltd. has established a comprehensive recycling network and plans to launch a large-scale appliance dismantling base by 2026, aiming for an annual dismantling capacity of over 3 million units [7][8] - Jin Tian Copper Industry has developed a closed-loop industry chain for recycled copper, achieving a 75% reduction in carbon emissions while maintaining product quality comparable to virgin materials [8][9] Group 3 - Recycled materials are increasingly being integrated into everyday products, with companies like Beijing Baopu Recycled Environmental Technology Co., Ltd. producing high-quality recycled items for events like marathons [10] - The China Resource Recycling Group is focusing on advanced technologies for resource recycling, including AI and near-infrared spectroscopy for intelligent sorting of materials [11] - Klaus-Maffei Group is leveraging its advanced recycling technologies to enhance the processing of recycled plastics, aligning with the government's plan to expand the use of recycled materials [12][13]

Group 1 - The Chinese government has issued the "Recycled Materials Application Promotion Action Plan," aiming to enhance the application of recycled materials and promote a circular economy by 2030 [1][3] - The plan outlines a roadmap for increasing the supply of high-quality recycled materials, improving waste recycling systems, and expanding the application of recycled materials in various industries [3][5] - By 2024, the total recovery of ten major types of recycled resources in China is expected to exceed 400 million tons, with significant contributions from scrap steel and paper [3][5] Group 2 - Companies like Ningbo Nuoding are actively engaging with partners in the recycling and manufacturing sectors to enhance collaboration and improve the efficiency of recycling processes [2][3] - The industry is witnessing a rise in specialized and large-scale operations, with companies developing extensive offline and online recycling networks to facilitate resource recovery [7][8] - Advanced technologies, such as AI and near-infrared spectroscopy, are being utilized to improve the sorting and recycling of materials, enhancing the quality and efficiency of recycled products [10][11] Group 3 - The plan emphasizes the need for a robust management system for recycled materials, including the establishment of standards and certification systems to promote their use [5][6] - Companies are increasingly focusing on the development of low-carbon recycled products, which can significantly reduce carbon emissions while meeting high purity standards required by high-tech industries [8][11] - The promotion of recycled materials is expected to play a crucial role in resource security and energy conservation, with specific targets set for the recovery and utilization of various materials by 2030 [5][6]

Core Viewpoint - Strengthening comprehensive solid waste management is crucial for promoting the construction of a beautiful China and accelerating the green transformation of economic and social development [1] Group 1: Action Plan Overview - The Action Plan outlines the overall approach, work objectives, key tasks, and support measures for solid waste management in the coming period, addressing prominent issues with systematic and integrated policy measures [1][2] Group 2: Circular Economy Development - The Action Plan emphasizes enhancing the resource utilization level of solid waste and leveraging market forces to promote circular economy development, adhering to the principles of reduction, resource utilization, and harmlessness [2] - Solid waste is viewed as a valuable resource rather than waste, with examples such as smelting slag containing precious metals and construction waste that can replace natural aggregates in building materials [2] Group 3: Specific Measures for Solid Waste Management - Four main areas of focus include: 1. Strengthening comprehensive utilization of solid waste from industrial, construction, and agricultural sectors, enhancing the extraction and overall utilization of valuable components [3] 2. Exploring the potential of recycled resources through detailed disassembly of waste products to extract materials like plastics, metals, and glass [3] 3. Promoting the use of recycled materials by incentivizing production enterprises to increase the application ratio of recycled metals, plastics, and paper [3] 4. Improving support measures through investment, technology, land use, and tax incentives to create sustainable business models [3] Group 4: Future Planning - The National Development and Reform Commission will lead the formulation of the 14th Five-Year Plan for circular economy development, setting goals and tasks for key areas and enhancing resource utilization efficiency [4] Group 5: Industrial Solid Waste Utilization - The focus will be on reducing the generation intensity of industrial solid waste through green design and manufacturing processes, thereby enhancing the green level of industrial products [5][6] - The initiative aims to lower the generation of solid waste while increasing the comprehensive utilization level of industrial solid waste, particularly in sectors like steel, non-ferrous metals, and petrochemicals [8]

Core Viewpoint - The National Development and Reform Commission (NDRC) will lead the formulation of the "14th Five-Year" plan for circular economy development, focusing on key areas such as traditional recycling resources, precious metals, and solid waste recycling initiatives to enhance resource utilization efficiency and support green low-carbon transformation [1][2]. Group 1: Key Measures - Strengthening comprehensive utilization of solid waste generated from industrial, construction, and agricultural sectors, focusing on direct utilization without changing properties and enhancing the extraction of valuable components [1]. - Excavating recycled resources from various waste products and equipment through detailed disassembly, promoting the development of the remanufacturing industry, and encouraging the "Internet + second-hand" model [2]. - Promoting the application of recycled materials by incentivizing production enterprises to increase the use of recycled metals, plastics, and paper pulp, and establishing standards and certification systems for recycled materials [2]. Group 2: Supportive Measures - Improving support measures through investment, technology, land use, and tax incentives to create sustainable business models, and ensuring that at least 1% of industrial land is allocated for resource recycling facilities [2]. - Enhancing research and development of key technologies for solid waste recycling and promoting major technological equipment for resource recycling [2].

Group 1 - The chairman and general manager of China Recycled Resources Development Group, Xing Hongwei, is under investigation for serious violations of discipline and law [2] - Xing Hongwei has held multiple significant positions within the China Supply and Marketing Cooperative system, including roles in financial management and leadership [2] - Following his resignation due to personal reasons, Xing Hongwei no longer holds any position within the company [2] Group 2 - Reports indicate that after the announcement of Xing Hongwei's resignation, he was taken away by authorities, and his phone became unreachable shortly thereafter [3] - A recent meeting highlighted common characteristics among corruption cases in the supply and marketing cooperative system, including the prevalence of involvement from top leaders and significant financial misconduct [3] - Issues such as misuse of public resources and violations of democratic centralism principles were noted, with specific examples of excessive benefits and lack of collective decision-making [3]