Core Viewpoint - Greeenme (002340.SZ) has signed a Memorandum of Understanding (MOU) with ASCENDELEMENTS, INC to expand into the European lithium battery recycling market and nickel-cobalt-lithium resource recovery [1] Group 1: Strategic Partnership - The partnership aims to leverage geographical relationships, resources, capital, technology, and operational management to build a leading lithium battery recycling industry system in Europe [1] - The collaboration will include the establishment of a comprehensive lithium battery recycling system, disassembly and black powder manufacturing system, and lithium-nickel-cobalt resource recovery and battery material remanufacturing industry system [1] Group 2: Market Development - The initiative will serve the development of the entire lifecycle value chain of new energy in Europe [1] - The companies will also explore potential collaboration in the United States to advance lithium-ion battery recycling and engineering battery material production [1] Group 3: Environmental Impact - The partnership aims to promote the implementation of a global battery passport and the green development of new energy [1]

Core Viewpoint - The Hong Kong government is promoting the establishment of its first large-scale electric vehicle battery recycling facility, expected to be operational in the first half of 2026, which will enhance the local electric vehicle battery recycling industry [1] Group 1: Government Initiatives - The facility will be located in the Environmental Park and will convert retired local batteries into regenerated black powder for supply to mainland China and surrounding regions [1] - This initiative aims to fill the gap in large-scale battery recycling in Hong Kong and support the establishment of a complete electric vehicle industry chain [1] Group 2: Company Involvement - The project is being undertaken by Junjing New Energy, a Hong Kong-listed company, which is responsible for the battery recycling project at the Environmental Park [1]

Core Insights - 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 a large-scale battery recycling facility expected to be operational in the first half of 2026 [1] Group 1: Government Initiatives - The Chief Executive of Hong Kong, John Lee, announced plans to construct the first large-scale electric vehicle battery recycling facility in Hong Kong, which will convert retired batteries into regenerated black powder for supply to mainland China and surrounding regions [1] - The facility is being developed by Jin Jing New Energy (01783) and is designed to meet the battery processing needs outlined in Hong Kong's 2035 plan [1] Group 2: Company Developments - 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, positioning it as a core hub in the company's global battery recycling service system [1] - The company has signed strategic agreements with leading firms such as Guoxuan High-Tech (002074) and JinkoSolar (688223), securing a future battery disposal value exceeding 30 billion RMB [1] Group 3: Industry Outlook - 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 is also involved in launching a "Global Lithium Battery Recycling Network Platform," aiming for a recycling capacity of 120,000 tons per year by 2030 through global layout, digital traceability, and open cooperation [1] Group 4: Competitive Advantage - Jin Jing New Energy is recognized as a model for successful transformation from traditional industries to green technology in Hong Kong, leveraging its advanced recycling technology and deep partnerships with mainstream global new energy companies [1] - The company is positioned to become a key infrastructure for Hong Kong's green circular economy, providing stable and reliable closed-loop solutions for battery materials in the regional new energy industry chain [1]

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]

Core Viewpoint - Hunan YN (301358) is actively advancing its battery recycling project through its wholly-owned subsidiary, Hunan YN Recycling Technology Co., Ltd, which aims to efficiently recover core materials from used batteries, enhancing the company's raw material supply and resource recycling rate [1] Group 1 - The battery recycling project is being implemented in an orderly manner [1] - The project will contribute to the efficient recovery of core materials from waste batteries [1] - The initiative is expected to enrich the company's raw material supply [1] Group 2 - The project will improve the resource recycling rate [1]

Group 1 - The establishment of the European headquarters in Bochum, Germany, marks a significant upgrade for the company from regional operations to full-scale integration in the European market [1] - The headquarters will serve as a strategic management hub, policy research center, and international cooperation platform, enhancing support and collaboration for over 40 existing service points in Europe [1][3] - The company aims to improve local service and resource integration efficiency through this new headquarters [1] Group 2 - The European market is identified as a key area for global green transition, with rapid development in the electric vehicle and energy storage industries [3] - The company's European business has expanded from hardware recycling, precious metal smelting, and data destruction to a comprehensive battery recycling solution, covering transportation, testing, repair, disassembly, secondary use, and regeneration services [3] - The headquarters will leverage its location in Bochum to enhance compliance with the EU's new battery regulations, providing efficient and reliable new energy solutions to clients [3] - The CEO emphasizes that the European headquarters will act as a crucial support point for global energy companies, facilitating regional collaboration and resource integration to help local and overseas clients expand in the European market [3] - The company plans to deepen strategic partnerships within the industry chain to build an open, collaborative, and efficient green energy ecosystem, empowering sustainable development in the global new energy industry [3]

Core Insights - JinJing New Energy Group has officially established its European headquarters in Bochum, Germany, marking a significant upgrade from regional operations to full-scale integration in the European market [1][3] - The new headquarters will serve as a strategic management hub, policy research center, and international cooperation platform, enhancing support and collaboration for over 40 existing service points in Europe [1][3] Company Developments - The European business of JinJing New Energy Group has expanded from metal recycling, precious metal smelting, and data destruction to a comprehensive battery recycling solution, which includes transportation, testing, repair, disassembly, secondary utilization, and regeneration services [3] - The headquarters will leverage Bochum's geographical advantages to improve compliance with the EU's new battery regulations, providing efficient and reliable new energy solutions to clients [3] Strategic Goals - The CEO of JinJing New Energy Group stated that the European headquarters will act as a crucial support point for global energy companies, enhancing regional collaboration and resource integration to assist local and overseas clients in expanding into the European market [3] - The company aims to deepen strategic partnerships within the industry chain, building an open, collaborative, and efficient green energy ecosystem to empower sustainable development in the global new energy sector [3]

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].