格隆汇9月17日｜香港特区行政长官李家超今日在香港特区立法会发表新一份施政报告。李家超表示， 政府正推动全港首间大型电动车电池回收设施，预计2026年上半年在环保园启用。本地退役电池将转化 为再生黑粉供应内地和周边地区，促进电动车电池回收产业发展。据悉，香港上市公司晋景新能旗下正 是承接香港环保园电池回收项目的公司，该项目也是香港首个大型电动汽车电池回收中心。其填补了香 港在规模化电池回收领域的空白，助力香港建立完整的电动汽车产业链闭环。 ...

据了解，上述设施即为晋景新能(01783)正在建设的香港首间动力电池处理工厂，设计产能可满足香港 2035年规划的电动车电池处理需求。该设施不仅服务于香港本地市场，还将辐射粤港澳大湾区及东南亚 地区，成为晋景新能全球电芯循环服务体系的核心枢纽。 9月17日，香港行政长官李家超于立法会发表《行政长官2025年施政报告》。报告中强调，将构建香港 新能源产业链，并推动电动车电池回收产业发展。其中，香港政府正推动香港首间大型电动车电池回收 设施，预计2026年上半年在环保园启用。这一设施将把香港本地退役电池转化为再生黑粉，供应中国内 地和周边地区，促进电动车电池回收产业发展。 晋景新能作为从传统行业成功转型绿色科技的香港企业典范，有望凭借其领先的回收技术、与全球主流 新能源企业的深度绑定以及覆盖粤港澳大湾区的区位优势，成为香港绿色循环经济的关键基础设施，并 为区域新能源产业链提供稳定可靠的电池材料闭环解决方案。 值得注意的是，随着全球动力电池退役高峰期的临近，晋景新能的业务布局正迎来多重催化，未来数年 的业绩增长或已具备较高的确定性。公司已与国轩高科（002074）(002074.SZ)、晶科能源(688223.SH ...

Core Viewpoint - The Hong Kong government is focusing on building a new energy industry chain and promoting the development of the electric vehicle battery recycling industry, with plans for a large-scale battery recycling facility to be operational by mid-2026 [1] Group 1: Government Initiatives - The Hong Kong government is pushing for the establishment of its first large electric vehicle battery recycling facility, expected to be operational in the Environmental Park by the first half of 2026 [1] - This facility aims to convert retired batteries into regenerated black powder, supplying the Chinese mainland and surrounding regions, thereby promoting the development of the battery recycling industry [1] Group 2: Company Developments - The facility is being constructed by Jin Jing New Energy (01783), designed to meet Hong Kong's battery processing needs as outlined in the 2035 plan [1] - Jin Jing New Energy's facility will not only serve the local market but also extend its services to the Guangdong-Hong Kong-Macao Greater Bay Area and Southeast Asia, becoming a core hub in the company's global battery recycling service system [1] Group 3: Market Opportunities - With the global peak of battery retirements approaching, Jin Jing New Energy's business layout is expected to experience multiple catalysts, indicating a high degree of certainty for performance growth in the coming years [1] - The company has signed strategic agreements with leading firms such as Guoxuan High-Tech (002074.SZ) and JinkoSolar (688223.SH), securing future battery disposal values exceeding 30 billion RMB [1] - The company is also involved in launching a "Global Lithium Battery Recycling Network Platform," aiming for a recovery capacity of 120,000 tons per year by 2030 through global layout, digital traceability, and open cooperation [1] Group 4: Competitive Advantages - Jin Jing New Energy is positioned as a model for successful transformation from traditional industries to green technology in Hong Kong, leveraging its advanced recycling technology and deep partnerships with leading global new energy companies [1] - The company is expected to play a crucial role in Hong Kong's green circular economy and provide stable and reliable closed-loop solutions for battery materials in the regional new energy industry chain [1]

证券日报网讯湖南裕能（301358）9月15日在互动平台回答投资者提问时表示，公司全资子公司湖南裕 能循环科技有限公司正有序推进电池回收项目建设。通过电池回收项目的实施，可高效回收废旧电池中 的核心材料，有助于丰富公司原材料供应和提升资源循环利用率。 ...

当地时间9月9日，晋景新能集团(01783)在德国波鸿的欧洲总部正式成立，标志着集团在欧洲市场完成从区域性运营迈向全域整合的关键升级。该总部将作 为战略管理中枢、政策研究中心及国际合作平台，全面强化对欧洲既有的40余个服务网点的支持与协同，提升本土化服务与资源整合效率。 欧洲作为全球绿色转型的关键市场，电动车与储能产业迅速发展。在这一背景下，晋景新能集团欧洲业务从五金回收、贵金属冶炼及数据销毁，拓展至电池 回收全流程解决方案，涵盖运输、检测、维修、拆解、二次利用与再生服务。欧洲总部将依托德国波鸿的区位优势，增强对欧盟《新电池法》的合规响应， 为客户提供高效可靠的新能源解决方案。 晋景新能集团行政总裁兼执行董事詹志豪先生表示，欧洲总部将作为服务全球能源企业的重要支点，通过强化区域协同与资源整合，为本地及海外客户拓展 欧洲市场提供强力支持。未来，集团将积极深化与产业链伙伴的战略合作，构建开放、协同、高效的绿色能源生态体系，赋能全球新能源产业可持续发展。 ...

欧洲作为全球绿色转型的关键市场，电动车与储能产业迅速发展。在这一背景下，晋景新能集团欧洲业务从五金回收、贵金属冶炼及数据销毁，拓展至电池 回收全流程解决方案，涵盖运输、检测、维修、拆解、二次利用与再生服务。欧洲总部将依托德国波鸿的区位优势，增强对欧盟《新电池法》的合规响应， 为客户提供高效可靠的新能源解决方案。 晋景新能集团行政总裁兼执行董事詹志豪先生表示，欧洲总部将作为服务全球能源企业的重要支点，通过强化区域协同与资源整合，为本地及海外客户拓展 欧洲市场提供强力支持。未来，集团将积极深化与产业链伙伴的战略合作，构建开放、协同、高效的绿色能源生态体系，赋能全球新能源产业可持续发展。 智通财经APP获悉，当地时间9月9日，晋景新能集团(01783)在德国波鸿的欧洲总部正式成立，标志着集团在欧洲市场完成从区域性运营迈向全域整合的关键 升级。该总部将作为战略管理中枢、政策研究中心及国际合作平台，全面强化对欧洲既有的40余个服务网点的支持与协同，提升本土化服务与资源整合效 率。 ...

Group 1: Forum Overview - The 21st China Automotive Industry Development (Tianjin) International Forum was held from September 11 to 14 in Tianjin Binhai New Area, focusing on the theme "Increasing Momentum, Opening New Chapters, Towards Global" [1] - The forum featured discussions on low-carbon development and resource recycling opportunities in the automotive industry, with participation from research institutions, industry organizations, and enterprises [1] Group 2: Key Insights on Extended-Range Electric Vehicles (EREVs) - EREVs are recognized as a key contributor to achieving carbon peak by 2030, with high fuel-saving rates attributed to several technological advancements [3] - Key technologies include reduced material usage in batteries, high thermal efficiency of internal combustion engines exceeding 45%, and energy recovery from braking and downhill driving, which can save 10%-15% fuel [3] Group 3: Green Low-Carbon Standards Development - The China Automotive Technology Research Center's chief expert highlighted ongoing efforts to improve the standard system for solid-state batteries and battery swapping technologies [4] - Emphasis is placed on accelerating the development of standards in key areas such as carbon management, energy saving, and recycling [4] Group 4: Opportunities in Vehicle Recycling - The vehicle replacement program has significantly boosted the scrapped vehicle recycling industry, with a reported 8 million vehicles recycled last year, marking a 64% year-on-year increase [5] - The growth is attributed to supportive policies, and the recycling sector is seen as essential for optimizing automotive products and upgrading the industry structure [5] Group 5: Battery Recycling Challenges - The demand for battery recycling is expected to surge, with projections indicating a rise from over 100 GWh to over 3,000 GWh by 2030, necessitating the recovery of approximately 10,000 tons of batteries per GWh [6] - Collaboration with research institutions and enterprises is essential to enhance the purity and energy efficiency of recycled materials [6] Group 6: EPR Policy and Industry Development - A report on the Extended Producer Responsibility (EPR) system was released, emphasizing the need to enhance resource recycling and standard systems while strengthening industry collaboration [7] - The report aims to support policy formulation and industry development towards a higher level of green and sustainable growth in the automotive sector [7]

让 优 秀 被 发 € 175 - 6 ■ th th 16 D 扫码咨询 扫码报名 参部件年度贡献奖 中国汽公 申报第十届铃轩奖 主 流 车 企 研 发 采 购 专 家 评 选 年 度 零 部 件 推 CC . 17 作者 / 吴 静 编辑 / 黄大路 设计 / 张 萌 从身家千万，到穿仓破产，仅用了三个交易日。 2025年8月8日，周五，华南一家期货公司客户手中持有碳酸锂主力合约1750手，账户权益为1620万元。 周六周日平安无事，但是周一，8月11日，开盘后，碳酸锂期货突然直接封死涨停，账户权益骤降至700余万元，保证金使用率升至240%。 8月12日，期货公司以涨停价88840元/吨挂单集合竞价平仓，导致该客户每手净亏损11880元，总亏损不仅耗尽本金1600万元，还导致穿仓损失464万 元。 随后，"投资人做空碳酸锂期货穿仓亏完1600万本金倒欠464万"的消息就登上热搜。这一惨剧的导火索正是一则宁德时代矿产停产消息。 8月11日，宁德时代在互动平台回答投资者提问时表示，公司在宜春项目采矿许可证8月9日到期后已暂停了开采作业，正按相关规定尽快办理采矿证 延续申请，待获得批复后将尽早恢复生产。 虽然 ...

Core Viewpoint - The article highlights the urgent need for a safe and regulated recycling system for used lithium batteries from electric bicycles, as these batteries reach the end of their life cycle and pose environmental and safety risks if not properly managed [1][3]. Group 1: Industry Context - Electric bicycles have become a popular mode of transportation in urban areas, with lithium batteries typically having a lifespan of 3 to 5 years [3]. - The increasing number of retired batteries presents significant environmental concerns, including potential leakage and fire hazards, while also representing valuable resources for recycling [3]. Group 2: Recycling Initiative - The Nanjing Municipal Bureau of Industry and Information Technology is actively seeking pilot enterprises for the recycling of used lithium batteries, with a submission deadline of September 8 [1][4]. - The initiative aims to establish a comprehensive recycling system that includes various types of enterprises, such as lithium battery manufacturers, recycling companies, and hazardous waste management firms [3][4]. Group 3: Application Requirements - Companies interested in participating must meet strict criteria, including legal registration, independent corporate status, and a clean safety and environmental record over the past three years [4]. - Facilities must comply with safety and environmental standards, including proper storage and emergency response measures, and must maintain detailed records of battery recycling activities [4].

Core Insights - The export of "new three items" has exceeded 1 trillion yuan in 2023, significantly boosting the battery industry and related sectors [1] - China holds 70% of global battery production capacity, with over 25% allocated for export, indicating a strong international presence [1] - The battery recycling industry is expected to flourish as retired batteries from exports enter the market, with China having a technological advantage in recycling [1][3] Industry Overview - The battery recycling industry is characterized by three main stages: generation, processing, and reuse of waste batteries [7] - In China, waste batteries are traded in a resource market, while in Europe and the U.S., they operate in a subsidy market where disposal often incurs fees [6][8] - The differences in battery types and recycling processes between China and Western markets highlight the challenges of directly applying domestic practices abroad [7][8] Company Strategy - The essence of battery recycling overseas is not merely exporting products but rather localizing technology and services to meet specific market needs [2][9] - 博萃循环 (Bocui Recycling) focuses on providing customized recycling solutions based on local requirements, rather than replicating domestic models [3][9] - The company has established partnerships with local entities, such as ONCE in Spain, to facilitate project implementation and gain access to local subsidies [10][11] Market Dynamics - The European market is a key destination for Chinese electric vehicle and battery exports, representing the largest battery recycling market outside of China [12] - 博萃循环 has expanded its operations to over ten countries, providing services to major global energy firms and executing more than 60 projects [11][12] - The company has recently completed a significant financing round to support overseas projects and core technology development [11]