格隆汇9月29日丨绿色能源科技集团(00979.HK)公告，于2025财政年度内，集团来自持续经营业务收入 约为6890万港元，同比减少约2.7%。公司拥有人应占亏损净额约为1600万港元，按年增加11.9%。每股 基本及摊薄亏损1.18港仙。 亏损净额增加主要源于集团的可再生能源业务分部于2025财政年度的收入及边际利润减少，以及集团于 2025财政年度录得就塑料回收业务计提物业、厂房及设备减值亏损拨备，而其于2024财政年度并无录得 有关拨备。于2025财政年度，国际运费的飙升与波动已导致集团在欧洲的可再生能源业务客户取消部分 订单，而此业务分部的毛利率亦因原料采购成本与本地运输成本上升而受侵蚀。于2025财政年度内，集 团的建筑废料及处理服务业务，以及其于德国的塑料回收╱金属废料业务的分部业绩，均因员工成本与 能源成本上升而恶化。 ...

公告称，收入减少主要乃由于集团可再生能源业务分部于2025财政年度内的所得收入有所减少。 绿色能源科技集团(00979)公布截至2025年6月30日止年度业绩，持续经营业务收入约6888.7万港元，同 比减少2.73%;公司拥有人应占亏损1603.4万港元，同比增长12.02%;每股基本亏损1.18港仙。 亏损净额增加主要源于集团的可再生能源业务分部于2025财政年度的收入及边际利润减少，以及集团于 2025财政年度取得就塑料回收业务计提物业、厂房及设备的减值亏损拨备，而其于2024财政年度并无取 得有关拨备。于2025财政年度，国际运费的飙升与波动已导致集团在欧洲的可再生能源业务客户取消部 分订单，而此业务分部的毛利率亦因原料采购成本与本地运输成本上升而受侵蚀。于2025财政年度内， 集团的建筑废料及处理服务业务，以及其于德国的塑料回收╱金属废料业务的分部业绩，均因员工成本 与能源成本上升而恶化。 ...

公告称，收入减少主要乃由于集团可再生能源业务分部于2025财政年度内的所得收入有所减少。 亏损净额增加主要源于集团的可再生能源业务分部于2025财政年度的收入及边际利润减少，以及集团于 2025财政年度取得就塑料回收业务计提物业、厂房及设备的减值亏损拨备，而其于2024财政年度并无取 得有关拨备。于2025财政年度，国际运费的飙升与波动已导致集团在欧洲的可再生能源业务客户取消部 分订单，而此业务分部的毛利率亦因原料采购成本与本地运输成本上升而受侵蚀。于2025财政年度内， 集团的建筑废料及处理服务业务，以及其于德国的塑料回收╱金属废料业务的分部业绩，均因员工成本 与能源成本上升而恶化。 智通财经APP讯，绿色能源科技集团(00979)公布截至2025年6月30日止年度业绩，持续经营业务收入约 6888.7万港元，同比减少2.73%;公司拥有人应占亏损1603.4万港元，同比增长12.02%;每股基本亏损1.18 港仙。 ...

Group 1 - PureCycle announces a $2 billion global expansion plan to build multiple plants in Asia, Europe, and North America by 2030 to enhance polypropylene recycling capacity [1] - The company has achieved commercial production in Ohio, USA, with a first-quarter operating rate close to 90% and revenue of $1.4 million, marking a key breakthrough from laboratory to commercial application [1] - The new plants will be located in Rayong, Thailand, Antwerp, Belgium, and Georgia, USA, with annual capacities of 60,000 tons each for Thailand and Belgium, and 140,000 tons for Georgia, aiming for a total global capacity of 450,000 tons by 2030 [1] Group 2 - Despite challenges in the plastic recycling industry, such as the bankruptcy of Brightmark's Indiana facility and Braskem's exit from the Dutch recycling market, PureCycle is advancing its expansion based on long-term policy and market assessments [2] - Stricter recycling material content regulations in Europe expected to be implemented by 2030 will likely drive demand for recycled polymers [2] - The trend towards scaling chemical recycling is supported by Bain & Company, indicating that companies need to position themselves strategically within the value chain [2]

中化新网讯 亚太行业观察人士近日指出，提升亚太地区塑料回收率并应对环境挑战，需要合理的政策 支持，并辅以社区参与和技术进步。 参与联合国塑料条约谈判的道格·伍德林指出，即便抛开条约谈判，许多国家也可自主制定有效的废塑 料回收政策，无需等待国际协议。伍德林强调了对再生材料的迫切需求。目前主要品牌承诺使用的再生 材料比例严重不足，导致可用材料存在巨大缺口。他呼吁各国构建循环经济体系，重视并高效利用再生 材料。 穆拉技术亚洲区发展与融资总监尼克·沃特斯强调，生产再生塑料的成本往往高于用化石燃料生产新塑 料。他表示："这种状况凸显了市场干预的必要性，以建立公平竞争环境。若缺乏政策支持，回收商将 处于劣势，尤其是在与缺乏可持续发展目标的品牌竞争时。" 沃特斯还强调了生产者责任延伸(EPR)计划的重要性，该计划要求制造商对其产品的全生命周期负责。 这类计划通过经济激励推动塑料废弃物的回收，有效挖掘本可能成为污染源的材料价值。在需求侧，沃 特斯指出，包装中强制添加再生材料的目标具有必要性。要求原生树脂中必须含有一定比例的再生材 料，这为再生塑料创造了独立于化石燃料价格的专属市场。他认为，这一转变将显著推动亚太地区塑料 废弃 ...

Core Viewpoint - Green Energy Technology Group (00979.HK) anticipates a loss attributable to shareholders of approximately HKD 15 million to HKD 18 million for the fiscal year ending June 30, 2025, which represents an increase compared to a loss of about HKD 14.3 million for the fiscal year ending June 30, 2024 [1] Group 1: Financial Performance - The company expects a significant increase in losses, projecting a loss of HKD 15 million to HKD 18 million for the fiscal year ending June 30, 2025 [1] - The anticipated loss for the fiscal year ending June 30, 2025, is higher than the previous year's loss of approximately HKD 14.3 million [1] Group 2: Business Segments - The increase in losses is primarily attributed to a decrease in revenue and gross margin from the renewable energy business segment [1] - The company has also recognized impairment losses related to its plastic recycling properties, plants, and equipment [1]

Core Insights - Scientists from China and the United States have developed a one-step method to safely convert toxic mixed plastic waste into gasoline, achieving over 95% conversion efficiency at room temperature [1][2] - This new process requires less energy, fewer steps, and less equipment compared to traditional plastic-to-fuel conversion methods, making it scalable for industrial applications [1] - The final products of the conversion process include gasoline components, chemical raw materials, and hydrochloric acid, which can be utilized in various industries such as water treatment, metal processing, pharmaceuticals, food production, and the oil industry [1] Group 1 - The global cumulative plastic production has reached 100 billion tons, with a significant portion destined to become difficult-to-recycle waste [2] - PVC, which constitutes about 10% of global plastic production, requires dechlorination before traditional energy recovery methods to prevent the release of toxic compounds [2] - The new strategy proposed by researchers aims to upgrade waste PVC into chlorine-free fuel-grade hydrocarbons and hydrochloric acid through a single-stage process [2] Group 2 - The team tested the conversion efficiency of PVC mixtures and polyolefin waste, achieving a solid conversion efficiency of up to 96% at 80 degrees Celsius [3] - The process is suitable for handling mixed and contaminated PVC and polyolefin waste commonly found in real-world scenarios [3]

Core Insights - The global plastic industry has produced over 10 billion tons of plastic, with approximately 80% ending up as waste, leading to significant resource wastage and environmental crises [1] - A breakthrough in plastic waste management has been achieved through a novel room-temperature catalytic conversion technology developed by a collaborative team of international researchers, enabling the conversion of mixed waste plastics into high-value fuels with over 95% conversion efficiency [1][3] Group 1: Plastic Waste Management Challenges - China, as the largest producer and consumer of plastics, faces severe challenges in waste plastic management, with domestic waste plastic stock exceeding 1 billion tons and an annual increase of over 6 million tons [2] - The composition of waste plastics shows that PE and PP account for 50%, while PVC accounts for 10%, indicating significant recycling potential [2] - Traditional waste plastic treatment methods, primarily landfilling and incineration, pose environmental risks, including soil and groundwater contamination and toxic emissions [2] Group 2: Innovative Recycling Technology - The new "plastic catalytic cracking-alkylation coupling reaction" concept integrates traditional oil refining processes, achieving three major innovations: reducing conversion temperature to room temperature, integrating multiple steps into a single process, and utilizing petrochemical by-products as reaction media [3] - This technology significantly lowers energy consumption by over 70% compared to traditional methods and enhances the economic viability of plastic recycling [3] Group 3: Industrial Application and Benefits - The new technology is highly compatible with existing refining processes, featuring low energy consumption, simple equipment, and high conversion efficiency, making it suitable for promotion in current refining facilities [4] - The use of ionic liquids as catalysts allows for nearly complete conversion of mixed waste plastics into high-quality fuels, effectively blocking chlorine pollution and converting it into harmless hydrochloric acid [4] - The technology transforms the economic value of waste plastics from negative returns associated with landfilling or incineration to positive returns, truly achieving the concept of "turning waste into treasure" [4]

Core Insights - The research team from East China Normal University has developed a groundbreaking room-temperature catalytic conversion technology for recycling difficult-to-degrade mixed plastic waste, achieving over 95% conversion efficiency [1][6][10] - This innovation addresses the global challenge of recycling chlorine-containing plastics, particularly PVC, and offers a new solution for plastic pollution management [1][4][10] Industry Context - Plastic has become a crucial material in modern society, with cumulative production exceeding 100 billion tons since the 1950s, of which approximately 80% ends up as waste, leading to significant environmental issues [3][4] - China, as the largest producer and consumer of plastics, faces severe challenges in plastic waste management, with over 1 billion tons of waste plastic stock and an annual increase of over 60 million tons [3][4] Technological Innovation - The new technology integrates the processes of dechlorination, cracking, and alkylation into a single step, significantly reducing energy consumption by over 70% compared to traditional methods [6][8] - The use of ionic liquids as catalysts enhances the safety, cost-effectiveness, and efficiency of the process, allowing for nearly complete conversion of mixed plastic waste into high-quality fuel [6][10] Environmental Impact - The technology not only improves the economic viability of plastic recycling but also establishes a complete resource recycling chain, contributing to global plastic pollution solutions [6][8] - By converting waste plastics into valuable products without toxic byproducts, the technology effectively mitigates chlorine pollution and aligns with carbon neutrality goals [6][10] Future Prospects - The research team aims to commercialize the technology through partnerships with petrochemical companies and leverage AI to develop more efficient catalytic systems [10] - The technology is expected to be compatible with existing refining processes, transforming the economic outlook of plastic waste from negative to positive [8][10]

Group 1 - TANAKA PRECIOUS METAL GROUP Co., Ltd. collaborates with JEPLAN to reduce CO₂ emissions in precious metal recycling processes and promote resource recycling of organic materials [1][2] - The partnership aims to achieve decarbonization and a circular economy, leveraging TANAKA's expertise in precious metals and JEPLAN's advancements in plastic recycling technology [1][7] - TANAKA has historically used incineration to remove organic materials from waste containing precious metals, which has resulted in significant CO₂ emissions [2][7] Group 2 - JEPLAN has developed innovative chemical recycling technology for polyethylene terephthalate (PET) to address CO₂ emissions from traditional recycling methods [7] - The new chemical recycling process is expected to reduce CO₂ emissions in precious metal recovery to about 10% of previous levels while also enabling plastic regeneration [7] - The collaboration will utilize both companies' strengths to contribute to the goals of decarbonization and a circular society [1][7]