企查查数据显示，截至目前，国内电池回收相关现存企业达18.27万家。从注册量来看，近十年相关企 业注册量整体呈上升趋势，2022年-2024年，每年注册量均超4万家。截至目前，今年已注册2.08万家， 其中前五月注册量达1.86万家，同比增长9.32%。 2、现存企业主要分布在华东华南 企查查数据显示，截至目前，国内电池回收相关现存企业达18.27万家，主要分布在华东地区、华南地 区，分别占比31.78%、16.3%。从成立年限来看，超6成企业成立于近3年，其中成立年限在1-3年的占比 40.05%。从注册量来看，截至目前，今年已注册2.08万家，其中前五月注册量达1.86万家，同比增长 9.32%。 1、前五月注册量同比增长9.32% 企查查数据显示，从地区分布来看，国内电池回收相关企业主要分布在华东地区，占比达31.78%，其 次为华南、华中、西南地区，分别占比16.3%、14.37%、13.17%。 （原标题：动力电池迎退役高峰，企查查：前五月电池回收相关企业注册涨超9%） 3、超6成相关企业成立于近3年 近年来，新能源汽车在乘用车中的占比不断上升，截至2024年底，全国保有量已达3140万辆，动力电池 ...

Project Overview - Anhui Lukong Environmental Protection Co., Ltd. is engaged in the recycling, disposal, and resource utilization of waste lead-acid batteries, with main products including refined lead, alloy lead, sulfuric acid, and waste plastics [1] - The company plans to procure 50 high-pressure reverse osmosis membranes due to the need for replacement as indicated by water quality testing [1] - The total procurement budget is approximately 1.13 million yuan [1] Procurement Details - The procurement method is competitive negotiation, and the supply period is within 90 days from the contract signing [1] - The warranty period for the membranes is two years from the end of the trial period and acceptance [1] - Specific technical specifications and detailed parameters are outlined in the competitive negotiation documents [1] Supplier Qualification Requirements - Suppliers must have independent legal entity status and hold a valid business license [2] - Suppliers should be manufacturers or authorized dealers of membrane components, with necessary documentation provided [2] - Suppliers must demonstrate necessary equipment and technical capabilities, including at least one reverse osmosis membrane sales contract from the past three years [2] - Good tax and social security payment records are required, along with financial statements for the last three years [2] - Suppliers must not be listed as serious violators of laws or regulations in relevant credit systems [2][3] - Joint bids are not accepted for this procurement [2] Document Submission and Opening - Procurement documents can be obtained online, with a submission deadline of July 1, 2025, at 09:30 [4][5] - The deadline for obtaining procurement documents is June 25, 2025, at 17:00 [5] - Contact information for inquiries includes an email address and a contact person [6]

Investment Rating - The report maintains an "Accumulate" rating for the environmental protection industry [1]. Core Views - The report emphasizes the collaboration between Junxin Co. and Changsha Digital Group to promote the integration of waste incineration and green computing, enhancing operational efficiency and revenue growth [8]. - It highlights the trend of decreasing capital expenditures in the waste incineration sector, leading to improved free cash flow and increased dividends [12]. - The report discusses the stable growth and high dividends in the water utility sector, driven by water price reforms that reshape growth and valuation [16]. Summary by Sections Industry Trends - The environmental protection sector is experiencing a shift towards maturity, with capital expenditures declining and free cash flow turning positive in 2023, continuing to improve in 2024 [12][13]. - The report notes that the waste incineration sector is adopting new business models, including partnerships with data centers, which enhance profitability and return on equity (ROE) [14]. Key Recommendations - The report recommends several companies for investment, including Hai Luo Chuang Ye, Hanlan Environment, and Green Power, among others, based on their strong dividend potential and operational efficiency [4]. - It suggests focusing on companies with high dividend payout ratios and robust cash flow, such as Junxin Co. and Green Power, which are expected to maintain or increase their dividends significantly in 2024 [12][13]. Water Utility Sector - The water utility sector is projected to see stable growth, with a focus on water price reforms that enhance profitability and ensure reasonable returns on investment [18]. - The report highlights specific companies like Yuehai Investment and Xingrong Environment as key players benefiting from these reforms, with expected high dividend yields [18]. Environmental Equipment - The report notes a significant increase in the sales of new energy sanitation vehicles, with a year-on-year growth of 73% and an increase in market penetration [26][27]. - It emphasizes the importance of transitioning to electric sanitation vehicles as part of the industry's modernization efforts [22]. Biofuel and Lithium Battery Recycling - The report indicates a recovery in the profitability of biodiesel, with prices increasing by 7.1% week-on-week, leading to positive margins [36]. - It also discusses the challenges in lithium battery recycling, with declining metal prices impacting profitability, but notes slight improvements in margins [39][40].

Core Viewpoint - EVE Energy has launched a "Global Lithium Battery Recycling Network Platform" to reshape the lithium battery circular economy ecosystem, aiming for a recovery capacity of 120,000 tons per year by 2030 [1][2] Group 1: Company Initiatives - EVE Energy, in collaboration with companies like Greeenme and Huayou Cobalt, initiated the platform to establish a global recycling network covering four continents [1] - The "Cradle Plan" aims to create 1,000 recycling points globally, with 246 already established, including 159 in China and 87 overseas [1] - The company announced its intention to use funds from its upcoming Hong Kong IPO for global expansion, indicating a strong push towards international growth [2] Group 2: Industry Trends - The industry is facing an imminent wave of retired batteries, with projections indicating that by 2030, 300 GWh of batteries will be retired in China alone, reflecting a compound annual growth rate of 45% over the next five years [2] - Regulatory pressures, such as the EU's new battery law, are compelling battery manufacturers to accelerate the establishment of recycling networks, with specific targets for recycled materials set for 2031 and 2036 [2] Group 3: Challenges in the Recycling Industry - The lithium battery recycling industry currently faces challenges such as dispersed collection points, high logistics costs, and information asymmetry, with cross-border transport costs reaching 25% [3] - EVE Energy's platform aims to address these issues through a model of "technology sharing, resource collaboration, and global channels" [3] Group 4: Technological and Resource Collaboration - EVE Energy's subsidiary has achieved nickel and cobalt recovery rates of over 98% and lithium recovery rates of over 92%, with the goal of raising industry average recovery rates to over 95% through shared technology [3][4] - The platform will also facilitate a shared database for recycled material composition and a battery passport tracing system to streamline the recycling process [3] Group 5: Global Channel Development - Jin Jing New Energy has established a global battery recycling service system with over 70 service points across 28 countries, enhancing the platform's ability to recover retired batteries [4] - The collaboration among the companies involved is expected to create a competitive service system through the integration of their networks, technologies, and resources [4] Group 6: Industry Evolution - The establishment of the "Global Lithium Battery Recycling Network Platform" marks a significant shift from isolated competition to systematic collaboration within the recycling industry [5] - The trend towards systematic collaboration is evident as other companies in the industry also engage in partnerships to enhance their recycling capabilities and network [5]

倒计时19天 2025第五届起点两轮车换电大会 及轻型动力电池技术高峰论坛 活动主题： 换电之城 智慧两轮 主办单位： 起点锂电、起点钠电、起点两轮车及换电 活动时间： 2025年7月10-11日 活动地点： 深圳宝安登喜路国际酒店 "8年质保期"来临，锂电回收市场爆发在即！ 宁德时代回收板块"落子"天津 在回收及梯次利用领域， 宁德时代主要依靠控股子公司邦普循环进行布局。 比如在2023年1月，宁德时代通过 邦普循环在广东省佛山市佛北战新产业园投建一体化新材料产业项目，项目投资总金额不超过238亿元， 建成后将 具备50万吨废旧电池材料回收能力。目前该基地已经投产， 不仅实现了废旧电池资源的循环利用，还实现了生产过程中废气、废 水、废渣的近零排放。 中国公安部统计数据显示， 2024年新注册登记新能源汽车为1125万辆，占新注册登记汽车数量的41.83%，与2023年相比增加382万辆， 增长51.49%，从2019年的120万辆到2024年的1125万辆，呈高速增长态势。 截至2024年底，全国新能源汽车保有量达3140万辆，占汽车总量的8.90%。 随着首批动力电池逐步到达"8年质保期"，及各项新能源车 ...

Core Viewpoint - The article highlights the increasing importance of battery recycling in the context of the growing number of retired electric vehicle batteries in China, emphasizing the need for a structured and compliant recycling process to mitigate environmental risks and enhance resource recovery [1][2]. Group 1: Industry Trends - As of the end of 2024, the total number of electric vehicles in China is projected to reach 31.4 million, with a significant increase in the installation of power batteries [1]. - By 2030, the total amount of retired batteries in China is expected to exceed 3.5 million tons, indicating a looming challenge for battery disposal and recycling [1]. Group 2: Recycling Challenges - Currently, the standardized recycling rate for electric vehicle batteries in China is less than 25%, suggesting a substantial gap in effective recycling practices [1]. - A significant portion of retired batteries is not entering formal recycling channels, with many being sold off cheaply or processed in unregulated environments, leading to environmental hazards [2]. Group 3: Regulatory Environment - The Ministry of Industry and Information Technology (MIIT) is enhancing source management and regulatory oversight in the battery recycling sector, aiming to establish a traceable and accountable quality assurance mechanism for products [2]. - Compliance with national standards is financially burdensome for legitimate recycling companies, while unregulated operations can profit significantly by avoiding environmental responsibilities [2].

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Summary of Key Points Core Viewpoint - The company, Xizang Tianlu Co., Ltd., has announced that its subsidiary, Chongqing Zhongjiao Recycling Resources Development Co., Ltd., will receive a guarantee for a loan application not exceeding 80 million yuan from Agricultural Bank of China, which requires shareholder approval due to the subsidiary's debt ratio exceeding 70% [1][4]. Group 1: Guarantee Details - Chongqing Zhongjiao plans to apply for a comprehensive credit renewal of up to 80 million yuan, including a working capital loan of 20 million yuan and supply chain finance of 60 million yuan, with a loan term of 2-3 years [2][3]. - The interest rates for the loans are capped at 4% for working capital loans and 3.8% for supply chain finance [2][3]. - The guarantee involves pledging 100% equity of two subsidiaries and a mortgage on an industrial land parcel of 33,520 square meters [2][3]. Group 2: Financial Overview - As of December 31, 2024, the total assets of Chongqing Zhongjiao were approximately 1.83 billion yuan, with total liabilities of about 1.58 billion yuan, resulting in a debt ratio exceeding 70% [6][8]. - The company reported a net loss of approximately 89.9 million yuan for the last fiscal year [6]. - The total amount of external guarantees provided by the company and its subsidiaries is 445.6561 million yuan, which is 2.76% of the company's latest audited net assets [8]. Group 3: Board Approval and Risk Management - The board of directors unanimously approved the guarantee proposal, indicating effective control over the subsidiary's operational risks and credit situation [7][8]. - The company has no overdue external guarantees, reflecting a stable financial management approach [3][8].

Core Viewpoint - The company has completed the repurchase and cancellation of 1,992,500 restricted stocks, which accounts for 0.04% of the total share capital before cancellation, resulting in a new total share capital of 5,124,299,057 shares [1][12]. Summary by Relevant Sections Stock Repurchase and Cancellation - The company repurchased and canceled a total of 1,992,500 restricted stocks, which were granted on July 18, 2022, at a repurchase price of 3.5110 yuan per share, involving 82 individuals [1][2]. - The repurchase was approved during the third extraordinary general meeting of shareholders held on October 24, 2024 [2][6]. Restricted Stock Incentive Plan - The repurchase involved 76 individuals who have left the company and 6 individuals who did not meet personal assessment standards, as per the company's 2022 Restricted Stock Incentive Plan [7][8]. - The company has made adjustments to the repurchase price based on the annual profit distribution, resulting in a new repurchase price of 3.5110 yuan per share [9][12]. Impact on Share Capital - Following the cancellation, the total number of shares decreased from 5,126,291,557 to 5,124,299,057, with the registered capital also adjusted accordingly [1][10]. - The structure of the company's shares remains compliant with listing requirements, and there will be no change in the controlling shareholder or actual controller [11][12]. Financial Performance - The repurchase and cancellation of restricted stocks are not expected to have a significant impact on the company's operational performance or financial status [12].

证券代码：688087 证券简称：英科再生 公告编号：2025-035 英科再生资源股份有限公司 本公司董事会及全体董事保证公告内容不存在任何虚假记载、误导性陈述或 者重大遗漏，并对其内容的真实性、准确性和完整性依法承担法律责任。 重要内容提示： ? 是否涉及差异化分红送转：否 ? 每股分配比例 一、 通过分配方案的股东会届次和日期 本次利润分配方案经英科再生资源股份有限公司（以下简称"公司"）2025 年 5 月 20 日的2024年年度股东会审议通过。 二、 分配方案 截至股权登记日下午上海证券交易所收市后，在中国证券登记结算有限责任 公司上海分公司（以下简称"中国结算上海分公司"）登记在册的本公司全体股东。 本次利润分配以方案实施前的公司总股本187,226,610股为基数，每股派发现 金红利0.06元（含税），共计派发现金红利11,233,596.60元（含税）。 三、 相关日期 每股现金红利0.06元（含税） ? 相关日期 股权登记日 除权（息）日 现金红利发放日 （3）对于香港联交所投资者（包括企业和个人）投资公司 A 股股票（沪港通）， 其现金红利将由公司通过中登上海分公司按股票名义持有人账户以 ...