Core Viewpoint - The company, Greeenmei, clarified on November 19 that its main business does not involve the production and manufacturing of battery cells and inverters [1] Group 1 - The company stated its focus is not on battery cell production [1] - The company does not engage in the manufacturing of inverters [1]

工业发展是经济社会进步和人民生活水平提高的重要基础。今年1至10月，全国规模以上工业增加值同比增长6.1%。数据表明，我国工业生产稳中有进，产 业结构优化升级，新质生产力培育壮大。一组海报，数览我国工业经济高质量发展。 10月份 规模以上装备制造业增加值 同比增长 8.0% 累计增加值 占全部规模以上工业比重达 36.1% 较2024年全年提高 1.5个百分点 目已连续32个月超过 30% 环比增长 0.17% 装备制造业中的 8个行业 全部实现增长 型硬 ITT H XAZA HE 10月份 规模以上高技术制造业增加 同比增长 7.2% 数字产品制造业增加值 同比增长 6.7% 分别高于全部规模以上工 2.3个、1.8个目分) 具身智能、脑机接口等新经济 助力机器人领域蓬勃发展 机器人减速器、工业机器人等产 分别增长 4.6倍、17. 蛋白菜型加 新能源汽车保持较快增长 10月份产量同比增长 19. 带动汽车用锂离子动力电池 增长 30.4% 在能源绿色转型引领下 规模以上废弃资源综合利用业 4 读 TT 增加值增长 17.3% 水质污染防治设备 风力发电机组等产品产 分别增长 38.0%、23 / 计算 ...

每经头条（nbdtoutiao）——展望"十五五" | 专访尹艳林：让有钱且愿消费的人顺利消费；个税起征点可 提高，最高边际税率可下调，让有关群体少缴税、多收入 （记者 王晓波） 每经AI快讯，顺博合金（SZ 002996，收盘价：8.34元）11月17日晚间发布公告称，公司第五届第一次 董事会会议于2025年11月17日在公司会议室以现场结合通讯方式召开。会议审议了《关于聘任公司董事 会秘书的议案》等文件。 2025年1至6月份，顺博合金的营业收入构成为：废弃资源综合利用业占比98.89%，其他业务占比 1.11%。 截至发稿，顺博合金市值为56亿元。 ...

数据来源：国家统计局，智研咨询整理 知前沿，问智研。智研咨询是中国一流产业咨询机构，十数年持续深耕产业研究领域，提供深度产业研 究报告、商业计划书、可行性研究报告及定制服务等一站式产业咨询服务。专业的角度、品质化的服 务、敏锐的市场洞察力，专注于提供完善的产业解决方案，为您的投资决策赋能。 2025年1-9月，废弃资源综合利用业企业数（以下数据涉及的企业，均为规模以上工业企业，从2011年 起，规模以上工业企业起点标准由原来的年主营业务收入500万元提高到年主营业务收入2000万元）为 4144个，和上年同期相比，增加了373个，同比增长9.89%，占工业总企业的比重为0.79%。 2016-2025年1-9月废弃资源综合利用业企业数统计图 上市公司：格林美（002340），惠城环保（300779），神雾节能（000820），法尔胜（000890），盈峰 环境（000967），楚环科技（001336）龙净环保（600388），菲达环保（600526），宇通重工 （600817），景津装备（603279） 相关报告：智研咨询发布的《2026-2032年中国废弃资源综合利用行业市场研究分析及投资机会研判报 告》 ...

Group 1: New Stock Performance - Last week (November 3-7), 5 new stocks were listed with an average first-day price increase of 260.87%[3] - Four stocks had first-day gains exceeding 100%, including Danna Biotech at 497.08%[3] - No new stocks experienced a first-day decline below their issue price[3] Group 2: Weekly New Stock Issuance Trends - The total amount raised from new stock offerings last week was 35.85 billion yuan, a decrease of 55.82 billion yuan compared to the previous week[4] - The number of new stocks listed last week was 5, compared to 4 the week before[5] - The average first-day price increase for new stocks last week was 260.87%, up from 168.79% the previous week[5] Group 3: Monthly New Stock Trends - In the first week of November, 5 new stocks were listed, raising 35.85 billion yuan with 0% first-day decline rate[12] - In October, 9 new stocks raised 128.21 billion yuan, with an average first-day increase of 244.64%[12] - The average first-day price increase for new stocks in September was 258.52%[12] Group 4: Upcoming New Stock Subscriptions - This week, there are 2 new stocks available for online subscription, one from the main board and one from the North Exchange[20] - Hai'an Group is expected to raise 31.07 billion yuan, while Nant Technology is expected to raise 3.22 billion yuan[20] - The subscription dates are November 14 for Hai'an Group and November 11 for Nant Technology[20] Group 5: Risk Considerations - New stock performance is influenced by market sentiment, which can affect issuance outcomes[21] - If post-issuance performance does not meet expectations, it may impact future market performance of new stocks[21] - Newly listed stocks often have lower liquidity, leading to potential price volatility[21]

Core Insights - In October, the Producer Price Index (PPI) increased by 0.1% month-on-month, marking the first rise of the year, while the year-on-year decline narrowed to 2.1%, a reduction of 0.2 percentage points from September, continuing a trend of narrowing for three consecutive months [1][2] Group 1: PPI Trends - The narrowing of the PPI decline is attributed to ongoing capacity management in key industries, leading to reduced year-on-year price declines in related sectors [2] - The coal mining and washing industry saw a year-on-year price decline narrowing by 1.2 percentage points due to increased winter stockpiling and electricity demand [2] - The manufacturing sectors, including photovoltaic equipment, battery manufacturing, and automotive manufacturing, experienced year-on-year price declines narrowing by 1.4, 1.3, and 0.7 percentage points respectively [2] Group 2: Price Increases in Specific Industries - The construction of a modern industrial system and the orderly release of consumption potential have driven price increases in several industries [2] - Prices in the non-ferrous metal smelting and rolling processing industry rose by 6.8%, while electronic special materials manufacturing prices increased by 2.3% [2] - Other notable price increases include microwave communication equipment (1.8%), shipbuilding and related equipment (0.9%), and comprehensive utilization of waste resources (0.7%) [2] - Consumer-driven policies have led to significant price increases in specific sectors, such as arts and crafts (18.4%), sports balls (3.3%), nutritional foods (2.1%), and beverages (0.4%) [2]

Core Viewpoint - The Producer Price Index (PPI) has decreased by 2.1% year-on-year, with the decline rate narrowing by 0.2 percentage points compared to the previous month, marking the third consecutive month of narrowing [1] Group 1: Industry Performance - Continuous progress in capacity governance in key industries has led to a reduction in the year-on-year price decline in related sectors [1] - The coal mining and washing industry saw a year-on-year price decline narrowing by 1.2 percentage points due to increased demand for winter storage and electricity [1] - The price declines in photovoltaic equipment and components manufacturing, battery manufacturing, and automotive manufacturing narrowed by 1.4, 1.3, and 0.7 percentage points respectively, reflecting an improvement in market competition and the exit of outdated capacity [1] Group 2: Modern Industrial System and Consumption - The accelerated construction of a modern industrial system and the orderly release of consumption potential have driven price increases in related industries [1] - Prices in the non-ferrous metal smelting and rolling processing industry increased by 6.8%, while electronic special materials manufacturing prices rose by 2.3% [1] - Other notable price increases include microwave communication equipment (1.8%), shipbuilding and related equipment (0.9%), waste resource recycling (0.7%), and aircraft manufacturing (0.5%) [1]

Group 1 - The core point of the article is that Shunbo Alloy (SZ 002996) announced a board meeting to discuss the revised report on the plan for issuing A-shares to specific targets in 2025 [1] - For the first half of 2025, Shunbo Alloy's revenue composition shows that 98.89% comes from the comprehensive utilization of waste resources, while other businesses account for 1.11% [1] - As of the report date, Shunbo Alloy has a market capitalization of 5.7 billion yuan [1] Group 2 - The article mentions a new focus on four emerging industries and six future industries as part of the "14th Five-Year Plan" [1]

Core Viewpoint - The report highlights significant growth in China's waste resource recycling industry, with a notable increase in export value and market trends projected for 2025-2031 [1] Industry Summary - As of September 2025, the total export value of the waste resource recycling industry reached 1.13 billion, marking a year-on-year increase of 112.4% [1] - Cumulatively, from January to September 2025, the industry recorded an export value of 6.43 billion, reflecting a year-on-year growth of 48.1% [1] - The report is based on data from the National Bureau of Statistics and provides insights into the competitive landscape and industry trends [1] Company Summary - Listed companies in the waste resource recycling sector include: Greenme (002340), Huicheng Environmental (300779), Shenwu Energy Saving (000820), Farsen (000890), Yingfeng Environment (000967), Chuhuan Technology (001336), Longjing Environmental (600388), Fida Environmental (600526), Yutong Heavy Industry (600817), and Jingjin Equipment (603279) [1]

Group 1: Company Overview - Dapeng Industrial is a leading manufacturer of specialized intelligent equipment for industrial precision cleaning, primarily serving the automotive and new energy sectors [2][3] - The company is actively expanding into machine vision detection products to address identified gaps in the market, leveraging its existing technology and market resources [3] - Dapeng Industrial has established long-term partnerships with major automotive manufacturers, including BYD, Changan, and Geely, among others [3] Group 2: Financial Performance - Dapeng Industrial's accounts receivable from 2022 to mid-2025 were reported as 89.63 million, 83.68 million, 130.99 million, and 109.95 million respectively, indicating a significant amount of receivables relative to sales [4] - The company warns that economic downturns or adverse changes in client creditworthiness could extend the collection period for accounts receivable, impacting cash flow and operations [4] Group 3: Market Position and Products - Fengbei Bio, established in 2014, focuses on the comprehensive utilization of waste oil resources, with a secondary business in oil chemical products [5] - The company has achieved a market share of approximately 4.68% in the biodiesel sector, ranking sixth in production capacity in China [6] - Fengbei Bio's revenue from waste oil resource utilization consistently accounts for over 75% of its total income, highlighting its core business focus [7] Group 4: Innovation and Patents - Fengbei Bio has secured 135 patents, including 33 domestic invention patents and 3 international invention patents, showcasing its commitment to innovation [5] - The company has established research centers to enhance its technological capabilities in oil processing and utilization [5] Group 5: Risks and Challenges - Fengbei Bio faces potential supply constraints if it fails to establish timely partnerships with waste oil recovery enterprises, which could adversely affect its operations [7] - The company also cautions that significant increases in waste oil procurement prices could impact its profitability if product prices cannot be adjusted accordingly [7]