新能源材料制造

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徐州农商银行专项金融支持企业实现“智”造升级
Jiang Nan Shi Bao· 2025-09-25 23:40
徐州农商银行户部山支行主动伸出援手,组建专门服务团队,多次开展实地调研,详细了解项目进度和 资金需求。基于对企业"厂房扩建+设备升级"需求的精准把握,该行首批提供了1000万元贷款,专项用 于智能生产线及相关装备投入。 "为不耽误项目进度,我们加班加点整理材料,快速完成贷款发放,确保了生产线的顺利安装调试。"户 部山支行行长王波表示。这条国内领先的智能生产线实现了"产能翻倍、成本下降、用工不增"的目标: 相较于原生产线需17-18人、单班10余万平方米的产能,新生产线仅需10人,单班产能就达到40万平方 米。 公司负责人程龙介绍,企业从纸箱包装领域起步,2014年引入2.2米生产线后稳步发展。为寻求更大突 破,公司于2024年3月迁至新址并计划建设智能生产基地,但厂房建设和设备升级面临资金压力。 位于徐州淮海国际港务区的江苏龙威新能源材料有限公司,在徐州农商银行科技金融的支持下,正展现 出智能制造的新面貌。公司现代化生产车间内,一条3.1米宽新型瓦楞纸板智能生产线正高速运转,从 原纸加工到纸板成型全程由电脑自动控制,仅需10名工人辅助操作,日均产量可达40万平方米。 ...
格林美:打造新能源“金属粮仓”,赴港上市谋局全球供应链
Zhi Tong Cai Jing· 2025-09-25 13:38
在中国新能源产业版图中,格林美(002340)(002340.SZ)是一个独特而关键的存在。 这家以"消除污染、再造资源"为使命的企业,从处理电子废弃物的"城市矿山"起家,如今已是全球领先 的新能源材料制造和关键金属资源回收巨头。 继2010年在深交所上市(A股)和发行GDR(全球存托凭证)之后,格林美近期再次启动资本战略升 级,筹划赴香港联合交易所发行H股,旨在构建"A+H"双资本平台。 从电子垃圾处理到全球巨头 在新能源产业链中,格林美占据了不可或缺的战略位置,其业务模式和所处赛道绑定"碳中和"与"资源 安全"两大时代主题。 其中,公司的核心竞争力在于其贯穿"城市矿山"和"新能源材料"两大领域的"资源回收-材料再造"闭环的 独特产业模式。 而从另一个角度来看,此次赴港上市,是格林美在全球化战略背景下对资本结构进行优化和风险对冲的 必然选择。 公司持续的全球化扩张,尤其是在印尼等地的镍资源和三元材料基地建设,带来了巨额的资本开支,导 致其投资活动现金流常年为负且规模不断扩大。 新的H股融资渠道,不仅能够分摊资本压力,缓解A股市场估值对企业国际化战略的支持不足,还能帮 助公司引入对绿色经济和ESG投资有偏好的 ...
格林美,递交IPO招股书,拟赴香港上市,摩根大通、中信证券、中信建投国际联席保荐|A股公司香港上市
Xin Lang Cai Jing· 2025-09-23 06:11
Core Viewpoint - GEM Co., Ltd. (格林美) has submitted its prospectus for an initial public offering (IPO) on the Hong Kong Stock Exchange, aiming to list on the main board [2][3]. Group 1: Company Overview - GEM was established in 2001 and is a leader in the recycling of critical metal resources and lithium-ion batteries, as well as a prominent player in the global new energy materials manufacturing industry [3][5]. - The company operates under a business model that focuses on "eliminating pollution and recreating resources" through urban mining [3]. Group 2: Market Position - In the critical metal resource sector, GEM ranks first in China for the recovery of nickel, cobalt, and tungsten, and is among the top three globally for MHP (Nickel Cobalt Hydroxide) production [5]. - GEM is the largest in China for lithium-ion battery recycling and has established partnerships with over 1,000 automotive and battery manufacturers globally [5]. Group 3: Financial Performance - GEM's revenue for the years 2022, 2023, 2024, and the first half of 2025 was approximately RMB 29.39 billion, RMB 30.53 billion, RMB 33.20 billion, and RMB 17.56 billion respectively [11][12]. - The net profit for the same periods was RMB 1.33 billion, RMB 1.16 billion, RMB 1.33 billion, and RMB 842.77 million respectively [11][12]. Group 4: Shareholder Structure - As of September 16, 2025, the shareholder structure before the Hong Kong listing shows that the founders, Xu Kaihua and Wang Min, hold a combined 9.02% of the shares, while other A-shareholders hold 90.98% [7]. Group 5: Management Team - The board of directors consists of seven members, including four executive directors and three independent non-executive directors [9]. - Key executives include Xu Kaihua (Chairman and General Manager) and Wang Min (Executive Director) [9][10].
格林美递表港交所 摩根大通、中信证券及中信建投国际为保荐人
Zheng Quan Shi Bao Wang· 2025-09-23 00:56
格林美已向港交所提交上市申请,联席保荐人为摩根大通、中信证券及中信建投国际。 格林美是关键金属资源回收及锂离子电池回收行业的引领者,同时也是全球新能源材料制造行业的领先 企业。公司业务涵盖关键金属资源(镍、钴、钨、锂等)、锂离子电池及报废汽车回收,以及新能源材 料领域。在关键金属资源回收方面,格林美在镍、钴、钨资源回收量方面位居中国第一,并且是全球镍 钴锰(MHP)生产的行业先驱,其MHP年产能达15万吨,权益产量在全球排名前三。 在锂离子电池及报废汽车回收领域,公司从第三方采购退役锂离子电池并处理报废电动汽车电池,生产 电池制造所需的金属中间产品,同时回收处理报废汽车。其在国内第三方退役锂离子电池回收领域排名 第一。 在新能源材料领域,格林美生产用于锂离子电池的三元前驱体、正极材料,以及用于3C电池的四氧化 三钴,在全球三元前驱体及四氧化三钴供应量方面排名第二,并与全球前十大锂离子电池企业中的九家 建立了长期合作关系。格林美具有实现新能源材料生产所需部分关键原材料自给自足的能力。 ...
格林美冲刺港交所 为全球新能源材料制造行业龙头
Zhi Tong Cai Jing· 2025-09-22 13:46
据港交所9月22日披露,格林美(002340)股份有限公司(简称:格林美)向港交所主板提交上市申请书,摩根大通、中信证 券、中信建投(601066)国际为其联席保荐人。格林美(002340.SZ)已在深交所上市。 | [編纂]項下的[編纂]數目 | : ﺑ | [編纂]股H股(視乎[編纂]行使與否而定) | | --- | --- | --- | | [編纂]數目 | .. | [編纂]股H股(可予重新分配) | | [編纂]數目 | ·· | 「編纂】股H股(可予重新分配及視乎「編 | | 纂]行使與否而定) | | | | 最高[編纂] : | | 每股H股[編纂]港元,另加1.0%經 | | 紀佣金、0.0027%證監會交易徵 | | | | | | 費、0.00565%香港聯交所交易費及 | | | | 0.00015%會財局交易徵費(須於「編 | | 纂]時以港元繳足) | | | | 面值 .. | | 每股H股人民幣1.00元 | | [編纂] : [編纂] | | | | 聯席保薦人·[編纂] | | | 招股书显示,格林美是关键金属资源回收生产以及锂离子电池回收行业的引领者,亦是全球新能源材 ...
新股消息 | 格林美冲刺港交所 为全球新能源材料制造行业龙头
Zhi Tong Cai Jing· 2025-09-22 13:45
智通财经APP获悉,据港交所9月22日披露,格林美股份有限公司(简称:格林美)向港交所主板提交上市申请书,摩根大通、中 信证券、中信建投国际为其联席保荐人。格林美(002340.SZ)已在深交所上市。 | [編纂]項下的[編纂]數目 : ﻳ | | 「編纂]股H股(視乎[編纂]行使與否而定) | | --- | --- | --- | | [編纂]數目 . . | | 「編纂】股H股(可予重新分配) | | [編纂]數目 | | :「編纂】股H股(可予重新分配及視乎[編 | | | 纂 行使與否而定) | | | 最高[繃纂] : | | 每股H股[編纂]港元,另加1.0%經 | | | | 紀佣金、0.0027%證監會交易徵 | | | | 費、0.00565%香港聯交所交易費及 | | | | 0.00015%會財局交易徵費(須於「編 | | | 纂]時以港元繳足) | | | 面值 . | 每股H股人民幣1.00元 | | | [編纂] : [編纂] | | | | 聯席保薦人·「編纂] | | | 招股书显示,格林美是关键金属资源回收生产以及锂离子电池回收行业的引领者,亦是全球新能源材料制造行业的领先 ...
新股消息 | 格林美(002340.SZ)冲刺港交所 为全球新能源材料制造行业龙头
智通财经网· 2025-09-22 13:44
| [編纂]項下的[編纂]數目 : ﻳ | | 「編纂]股H股(視乎[編纂]行使與否而定) | | --- | --- | --- | | [編纂]數目 . . | | 「編纂】股H股(可予重新分配) | | [編纂]數目 | | :「編纂】股H股(可予重新分配及視乎[編 | | | 纂 行使與否而定) | | | 最高[繃纂] : | | 每股H股[編纂]港元,另加1.0%經 | | | | 紀佣金、0.0027%證監會交易徵 | | | | 費、0.00565%香港聯交所交易費及 | | | | 0.00015%會財局交易徵費(須於「編 | | | 纂]時以港元繳足) | | | 面值 . | 每股H股人民幣1.00元 | | | [編纂] : [編纂] | | | | 聯席保薦人·「編纂] | | | 智通财经APP获悉,据港交所9月22日披露,格林美股份有限公司(简称:格林美)向港交所主板提交上市申请书,摩根大通、中 信证券、中信建投国际为其联席保荐人。格林美(002340.SZ)已在深交所上市。 在锂离子电池及报废汽车回收领域,格林美一方面从第三方采购退役锂离子电池,另一方面也对报废电动汽车(EV) ...
格林美拟赴港上市
Bei Jing Shang Bao· 2025-08-24 10:15
Core Viewpoint - Greeenme Co., Ltd. has officially initiated the planning for its H-share listing on the Hong Kong Stock Exchange to support its global development strategy and enhance its international brand image and competitiveness [1] Group 1: H-share Listing - The company held a board and supervisory committee meeting on August 21 to approve the series of proposals for the H-share issuance [1] - The purpose of the H-share issuance is to leverage diversified financing channels in the international capital market for sustainable development and management [1] Group 2: Company Overview - Founded in 2001 and headquartered in Shenzhen, Greenme specializes in the manufacturing of new energy materials and urban mining [1] - The company has established a full lifecycle value chain encompassing battery recycling, raw material regeneration, material regeneration, battery pack regeneration, and new energy vehicle services [1] - Greenme is a pioneer in urban mining in China and a promoter of the global new energy industry, having built 16 major recycling industrial parks worldwide [1]
直面磷酸铁锂强势竞争压力,格林美押注三元动力电池引发投资者关注
Hua Xia Shi Bao· 2025-05-13 02:42
Core Viewpoint - Despite achieving revenue of approximately 33.2 billion yuan and a net profit of about 1.02 billion yuan in 2024, the company faces investor concerns regarding its focus on ternary materials in a market where lithium iron phosphate (LFP) materials dominate with over 70% market share [2][3]. Financial Performance - In 2024, the company reported revenue of approximately 33.2 billion yuan, a year-on-year increase of 8.75%, and a net profit attributable to shareholders of about 1.02 billion yuan, up 9.19% [3]. - The net cash flow from operating activities reached 3.055 billion yuan, growing by 41.14%, and the overall gross margin improved by 3.05% to 15.29% [3]. - The fourth quarter net profit was lower than the previous three quarters, primarily due to a decline in the value of shares held in the Korean company ECOPRO MAT [3]. Business Segments - The company operates two main businesses: new energy materials manufacturing and urban mining [5]. - In the new energy materials sector, the sales scale accounted for 77.59% of total sales, with revenue from this segment reaching 25.76 billion yuan, a 10.24% increase year-on-year [6]. - The urban mining business generated revenue of 7.44 billion yuan, reflecting a 3.87% growth [6]. Ternary Battery Market Outlook - The company remains optimistic about the growth of ternary batteries globally, anticipating a balanced market share between LFP and ternary batteries by 2030 [2][9]. - The demand for ternary materials and precursors is projected to reach 3.4 million tons and 3.51 million tons, respectively, by 2030, with a compound annual growth rate (CAGR) of 24% for ternary precursor shipments [9]. Nickel Resource Strategy - The company produced 51,600 tons of nickel in 2024, a 91% increase, and established a nickel resource capacity of 150,000 tons per year [10]. - Nickel business revenue reached 5.848 billion yuan, a significant increase of 143.47%, contributing 17.61% to total revenue [10]. Urban Mining and Recycling - The urban mining segment includes the recovery of key mineral resources and electronic waste, with significant growth in the recycling of retired batteries and scrap vehicles [15]. - The company reported a 31% increase in the recycling of retired batteries, reaching 35,930 tons, and a 133% increase in the recycling of scrap vehicles, totaling 280,000 tons [15]. Electronic Waste Business - The electronic waste recycling business showed poor performance with a gross margin of -7.46%, and revenue decreased by 50.73% [16]. - The company plans to divest its electronic waste business and collaborate with state-owned enterprises for restructuring [16].
格林美股份有限公司2025年第一季度报告
Shang Hai Zheng Quan Bao· 2025-04-30 03:59
Core Viewpoint - The company has reported significant growth in its first quarter of 2025, with record high sales revenue, net profit, and operating cash flow, driven by strong demand in its dual-track business model of urban mining and new energy materials manufacturing [24][25]. Financial Performance - The company achieved operating revenue of 9.496 billion yuan, a year-on-year increase of 13.67% [24] - Net profit attributable to shareholders reached 511 million yuan, up 12.10% year-on-year [24] - The net cash flow from operating activities was 634 million yuan, reflecting a substantial increase of 77.92% compared to the previous year [24] - Investment income surged by 1.35 billion yuan, marking a growth of 4,103.55% due to the sale of ECOPRO MAT shares [4] Business Operations - The average capacity utilization rate for core products exceeded 97%, with a strong average shipment growth rate of approximately 42% [24] - Nickel resource MHP shipments exceeded 25,000 tons, showing a significant year-on-year increase of over 138% [7] - The company has successfully completed the election of a new management team, focusing on attracting young and innovative talent to enhance its competitive edge [9][10] Strategic Initiatives - The company has initiated a global supplier alliance to address trade challenges and enhance market stability, involving over 120 global suppliers [13][25] - Strategic partnerships have been established with ECOPRO and other firms to develop an integrated supply chain for nickel resources and precursor materials in Indonesia [14][25] - The company is actively pursuing overseas capital market development, including plans for H-share issuance in Hong Kong [16] ESG and Social Responsibility - The company has signed a memorandum of understanding with UNU Yogyakarta University in Indonesia to promote higher education cooperation, reflecting its commitment to social responsibility and cultural exchange [17] - The company has achieved ISO37301 compliance management system certification, enhancing its risk management capabilities [19] Governance and Shareholder Engagement - The company has completed a new round of share repurchase amounting to 137 million yuan, aimed at boosting market confidence [16][37] - The company has consistently maintained high standards in information disclosure, receiving an A rating for eleven consecutive years from the Shenzhen Stock Exchange [36]