电池回收
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晋景新能盈喜后盘中一度涨超5% 预计中期营收同比大增约129%
Zhi Tong Cai Jing· 2025-11-19 04:23
值得关注的是,公司正在建设的香港首座动力电池处理工厂预计将于2026年上半年投入营运,设计产能 可满足香港2035年规划的电动车电池处理需求。随着香港电动车普及加速及全球电池回收市场扩容,晋 景新能凭借先发优势和政策支持,有望持续受益于新能源产业发展红利。 公告指出,盈利增长主要得益于三项因素的综合推动:第一,报告期内,营收大幅增加约5.673亿港 元,较去年同期的2.482亿港元大幅增长约129%;第二,毛利相应提升约3980万港元,营收及毛利增长 主要来自逆向供应链管理及环保相关服务分部的业务扩张;第三,以股权结算的股份为基础支付费用同 比减少约3060万港元。 11月19日,晋景新能(01783)发布正面盈利预告,预计截至2025年9月30日止六个月将实现转亏为盈,录 得纯利约1200万至1600万港元。盈喜预告发布后,市场反应积极,股价持续拉升,盘中涨幅一度突破 5%,截至发稿上涨3.40%,报3.35港元。公司预计将于2025年11月26日前正式公布中期业绩。 ...
港股异动 | 晋景新能(01783)盈喜后盘中一度涨超5% 预计中期营收同比大增约129%
智通财经网· 2025-11-19 04:15
智通财经APP获悉,11月19日,晋景新能(01783)发布正面盈利预告,预计截至2025年9月30日止六个月 将实现转亏为盈,录得纯利约1200万至1600万港元。盈喜预告发布后,市场反应积极,股价持续拉升, 盘中涨幅一度突破5%,截至发稿上涨3.40%,报3.35港元。公司预计将于2025年11月26日前正式公布中 期业绩。 公告指出,盈利增长主要得益于三项因素的综合推动:第一,报告期内,营收大幅增加约5.673亿港 元,较去年同期的2.482亿港元大幅增长约129%;第二,毛利相应提升约3980万港元,营收及毛利增长 主要来自逆向供应链管理及环保相关服务分部的业务扩张;第三,以股权结算的股份为基础支付费用同 比减少约3060万港元。 值得关注的是,公司正在建设的香港首座动力电池处理工厂预计将于2026年上半年投入营运,设计产能 可满足香港2035年规划的电动车电池处理需求。随着香港电动车普及加速及全球电池回收市场扩容,晋 景新能凭借先发优势和政策支持,有望持续受益于新能源产业发展红利。 ...
锂资源回收新路径:新型反应器让废旧电池“再生”出锂原料
Ke Ji Ri Bao· 2025-11-18 05:07
美国莱斯大学研究人员开发出一种新型反应器,可将废旧电池中的锂高效转化为高纯度氢氧化锂,为锂资源回收开辟了一条更清洁、更经济的路径。相关 成果发表于新一期《焦耳》杂志。 新研发的电化学反应器通过再充电方式诱导废弃阴极中的锂离子进入水中,与氢氧化物结合,直接生成高纯度氢氧化锂,大幅简化了回收流程。 这一反应器结构紧凑,在实验中,研究人员将装置缩小至20平方厘米,并连续运行1000小时,处理了57克工业黑色废料。测试结果显示,回收的氢氧化锂 纯度超过99%,可直接用于新电池生产,平均回收率接近90%。 在能耗方面,该技术也表现优异:一种模式下,每千克废料仅消耗103千焦能量,远低于传统酸浸工艺;另一种模式也仅消耗536千焦。此外,这一方法适 用于多种电池类型,包括磷酸铁锂、锂锰氧化物和镍锰钴材料。更值得一提的是,它甚至能直接处理附着在铝箔上的完整磷酸铁锂电极,且无需刮除或预 处理。 团队强调,直接产出高纯度氢氧化锂不仅减少了加工步骤和废弃物,也增强了供应链韧性。 随着电动汽车在全球快速普及,报废电池数量激增,正成为一大环境挑战。传统回收方法不仅能耗高、流程复杂,且通常只能产出碳酸锂,需进一步加工 才能转化为电池制造 ...
新反应器让废旧电池“再生”出锂原料
Ke Ji Ri Bao· 2025-11-14 00:21
Core Insights - Researchers at Rice University have developed a new type of reactor that efficiently converts lithium from waste batteries into high-purity lithium hydroxide, paving a cleaner and more economical path for lithium resource recovery [1][2] Group 1: Technology and Process - The new electrochemical reactor simplifies the recycling process by directly generating high-purity lithium hydroxide from lithium ions in discarded cathodes, significantly reducing the number of processing steps [1] - The reactor has a compact design, measuring only 20 square centimeters, and has successfully operated for 1,000 hours while processing 57 grams of industrial black waste [1] - The purity of the recovered lithium hydroxide exceeds 99%, with an average recovery rate close to 90% [1] Group 2: Energy Efficiency - The technology demonstrates excellent energy efficiency, consuming only 103 kilojoules of energy per kilogram of waste in one mode, which is significantly lower than traditional acid leaching processes [1] - In another mode, the energy consumption is just 536 kilojoules per kilogram [1] Group 3: Versatility and Supply Chain Resilience - This method is applicable to various battery types, including lithium iron phosphate, lithium manganese oxide, and nickel manganese cobalt materials [1] - The reactor can even process complete lithium iron phosphate electrodes attached to aluminum foil without the need for scraping or pre-treatment, enhancing supply chain resilience [2]
Aqua Metals(AQMS) - 2025 Q3 - Earnings Call Transcript
2025-11-12 22:30
Aqua Metals (NasdaqCM:AQMS) Q3 2025 Earnings Call November 12, 2025 04:30 PM ET Speaker1Greetings and welcome to the Aqua Metals Q3 2025 conference call. At this time, all participants are in a listen-only mode. A question-and-answer session will follow the formal presentation. If anyone should require operator assistance during the conference, please press star zero on your telephone keypad. As a reminder, this conference is being recorded. It is now my pleasure to introduce your host, Rob Fink, Investor R ...
南京公布 4 家锂电池回收试点企业 破解“小电驴”电池回收难题
Yang Zi Wan Bao Wang· 2025-10-31 11:44
Core Viewpoint - The article highlights the establishment of a pilot program for the recycling of used lithium-ion batteries from electric bicycles in Nanjing, aimed at enhancing safety management and environmental protection [1][4]. Group 1: Pilot Program and Companies - Four companies have been selected as pilot enterprises for the recycling of used lithium-ion batteries: Jiangsu Runchen Environmental Group Co., Ltd., Nanjing Chengkuang Resource Recycling Technology Co., Ltd., Jiangsu Lihui Technology Co., Ltd., and Nanjing Kaiyan Electronics Co., Ltd. [3][4] - The initiative is part of a broader effort to improve the recycling system for lithium-ion batteries, which are critical components of electric bicycles [4][5]. Group 2: Industry Context and Importance - The electric bicycle industry in China has seen rapid growth, with an estimated 380 million electric bicycles in circulation, of which approximately 20% are equipped with lithium batteries [5]. - Proper recycling of these batteries is crucial to mitigate safety risks associated with improper disposal and to enhance the overall safety management of the electric bicycle supply chain [5]. - The initiative supports the recycling of valuable metals such as lithium, cobalt, and nickel, contributing to resource supply security and promoting green development in the electric bicycle sector [5].
让每一块电池“再生”,欣旺达竞速电池回收千亿赛道
Zheng Quan Shi Bao Wang· 2025-10-31 02:49
Core Viewpoint - The company, XINWANDA, has launched a leading sustainable development strategy called LEAP, focusing on four main goals: lifecycle, eco-friendliness, responsible business, and win-win partnerships, with battery recycling as a key action path [1] Group 1: Technological Foundation - Battery recycling is crucial for addressing China's critical metal shortages and achieving low-carbon industrial cycles, with significant economic and environmental benefits [2] - The company has developed an innovative recycling process that enhances lithium extraction efficiency and reduces costs, while also minimizing pollutant emissions [2] - Continuous innovation investment has led to the establishment of a dedicated R&D team and collaboration with Southern University of Science and Technology to drive technological advancements in battery recycling [2] Group 2: Global Layout - XINWANDA was an early mover in the battery recycling sector, entering the market as early as 2018 and recently establishing a specialized subsidiary for professional and large-scale operations [3] - The company is expanding its recycling network through strategic acquisitions and the establishment of recycling bases in key regions, including plans for overseas facilities [3] - The completion of the lithium battery recycling project in Tengzhou fills a significant gap in large-scale recycling in the region, featuring an automated production line for efficient resource recovery [3] Group 3: Ecological Closed Loop - The strategic layout in battery recycling is enhancing the company's industry influence and fostering collaboration among upstream and downstream enterprises [4] - The Tengzhou project is expected to create a lithium recycling industrial cluster, improving regional industrial efficiency and generating employment [4] - The company's green operational model serves as a benchmark for the industry, promoting a shift from crude processing to high-value, eco-friendly practices [4]
陈忠伟:给退役电池“第二次生命”
Ke Ji Ri Bao· 2025-10-31 00:47
Core Insights - The research team led by Chen Zhongwei at Dalian Institute of Chemical Physics has developed a continuous recycling pilot plant for high-quality regenerated cathode materials, achieving a battery capacity retention of 92% after 1000 charge-discharge cycles, marking a significant advancement in recycling technology [1][3] Group 1: Research and Development - Chen Zhongwei's research journey emphasizes a "closed-loop innovation system" that integrates material design to address energy and environmental challenges [2] - The team has successfully published results in top international journals and contributed to national key projects, enhancing China's independent innovation in new energy technology [3] Group 2: Battery Recycling Technology - The team developed an "one-step" battery recycling process that simplifies the traditional three-step method, significantly reducing energy consumption and pollution [5][8] - The new process utilizes a selective leaching and co-precipitation strategy, achieving over 99.8% extraction rates for nickel, cobalt, and manganese, while reducing costs to one-fifth of traditional methods [7][8] Group 3: Industrial Application and Impact - The pilot line for regenerated cathode materials has been established, providing materials to multiple battery companies, resulting in a 32% cost reduction and a 20% increase in cycle life for batteries [9][10] - The ongoing collaboration with enterprises aims to develop a thousand-ton demonstration line, promoting a "research-demonstration-industry" linkage mechanism for battery recycling and regeneration [10]
电池回收领域,“美国也想搞跟中国差不多的体系”
Guan Cha Zhe Wang· 2025-10-30 06:31
【文/观察者网 柳白】"当北美某地的电动汽车电池报废时,它很可能会来到这片沙漠的沙砾与灌木之 间,获得新生。" 美国《华盛顿邮报》10月29日发表的一篇文章,把目光聚焦在内华达州的一处锂离子电池回收工厂,指 出美国行业尚处于起步阶段,面临政策支持削减、依赖亚洲企业精炼矿物等挑战,而中国在该领域领先 全球,美国企业希望对标中国打造一个差不多的电池回收产业体系。 这处回收工厂隶属于美国雷德伍德材料公司(Redwood Materials),是全美最大的锂离子电池回收厂。 在这片32英亩(约12.9万平方米)、淡蓝天空下的"电池墓地"里,人们能想到的所有可充电设备的废旧 电池,都被堆叠、分类并整齐排列存放。 雷德伍德公司最终会将这些电池分解成基本成分,提取出锂、镍、钴等贵重金属,再制成新电池。随着 全球对可充电电池需求激增,这类回收工厂有望成为重要的原材料来源。 "我们创办雷德伍德非常早。"雷德伍德创始人、同时也是特斯拉联合创始人的JB·斯特劳贝尔说。他于 2017年创立了这家回收材料公司,预判到电动汽车兴起后将出现的废旧电池浪潮。 "我们看到了未来的巨大机遇,而现在我们正处于这一转型过程中。"他补充道。 金属一旦 ...
百川股份:公司以循环制造为目标
Zheng Quan Ri Bao Wang· 2025-10-21 14:14
Core Viewpoint - The company aims to establish a circular manufacturing model by effectively separating and purifying valuable resources from waste battery materials, thereby enhancing the lithium-ion battery recycling value chain [1] Group 1 - The company, Baichuan Co., Ltd. (stock code: 002455), responded to investor inquiries on October 21 regarding its focus on circular manufacturing [1] - The company is analyzing the changes in the properties of waste battery materials to recover valuable resources [1] - The initiative is part of a broader strategy to connect the entire lithium-ion battery recycling value chain [1]