Group 1 - The company does not engage in rare earth business but has a battery recycling operation [2] - The company utilizes a rich oxygen side-blowing process in nickel smelting, which allows for the production of certain precious metals [2] - The company has pioneered a centrifugal extraction technology that can be applied to the recovery of precious metals, enhancing its competitive advantage through efficient and environmentally friendly modern processes [2]

Core Viewpoint - JinkoSolar (02945) shares surged over 60%, currently up 58.21% at HKD 6.17, with a trading volume of HKD 106 million due to the announcement of its stock split and inclusion in the Hong Kong Stock Connect list effective September 23, 2025 [1] Group 1 - The Shanghai and Shenzhen Stock Exchanges announced the adjustment of the Hong Kong Stock Connect securities list, which includes JinkoSolar (01783) due to its stock split [1] - The Hong Kong government is promoting the establishment of the first large-scale electric vehicle battery recycling facility, which is expected to enhance the industry landscape [1] - JinkoSolar's project, the first power battery processing facility in Hong Kong, is set to commence construction in June 2024, with basic infrastructure already completed and operations expected to start in 2026 [1]

Group 1 - Jin Jing New Energy (02945) surged over 60%, currently up 58.21% at HKD 6.17, with a trading volume of HKD 106 million [1] - The Shanghai and Shenzhen Stock Exchanges announced that due to the share split of Jin Jing New Energy (01783), the Hong Kong Stock Connect eligible securities list will be adjusted, effective from September 23, 2025, adding Jin Jing New Energy (02945) [1] - The recent Hong Kong policy address highlighted the government's push for the city's first large-scale electric vehicle battery recycling facility, with Jin Jing New Energy's project expected to commence construction in June 2024 and be operational by 2026 [1]

香港对新能源产业发展的大力支持，是晋景新能(01783)加速成长的强力催化剂。 9月17日上午，香港特区行政长官李家超向立法会发表《行政长官2025年施政报告》，其指出，为实现 国家"双碳"目标，香港致力于2050年前达致碳中和，新能源产业将发挥关键作用。政府正推动全港首间 大型电动车电池回收设施，预计2026年上半年在环保园启用，届时本地退役电池将转化为再生黑粉供应 内地和周边地区，促进电动车电池回收产业发展。 李家超的发言，肯定了香港推进新能源产业发展的重要性，且表明了对全港首间大型电动车电池回收设 施项目的支持，这是来自官方的认证与背书，能有效确保该项目于2026年上半年的顺利投产。 而李家超所提及的全港首间大型电动车电池回收设施，正是全球锂电回收网络服务商晋景新能正在建设 的动力电池处理工厂。 智通财经APP了解到，晋景新能旗下香港首间动力电池处理设施设立于香港屯 门环保园，于2024年6月正式动工，目前基建工程已基本完成。 据公开资料显示，该动力电池处理工厂是集智能处理、梯次利用、资源再生于一体的高智能锂电池产品 处理基地，设计产能直接可满足香港2035年规划的电动车电池处理需求。该项目预计于202 ...

Core Viewpoint - Hong Kong's strong support for the development of the new energy industry is a significant catalyst for the accelerated growth of Jin Jing New Energy (01783) [1] Group 1: Government Support and Industry Growth - The Hong Kong government aims to achieve carbon neutrality by 2050, with the new energy industry playing a crucial role [1][2] - The first large-scale electric vehicle battery recycling facility in Hong Kong, supported by the government, is expected to be operational in the first half of 2026 [1][2] - The facility, being constructed by Jin Jing New Energy, is designed to meet the battery processing needs outlined in Hong Kong's 2035 electric vehicle plan [2][3] Group 2: Market Demand and Strategic Partnerships - The rapid growth of electric vehicles in Hong Kong has led to an increasing demand for battery recycling and disposal facilities [2] - As of July 2025, the total number of electric vehicles in Hong Kong is approximately 128,600, accounting for about 14.3% of all vehicles [2] - Jin Jing New Energy has established strategic partnerships with leading global electric vehicle manufacturers to secure sources of retired batteries, creating a competitive advantage [2][6] Group 3: Global Supply Chain and Strategic Significance - Jin Jing New Energy's operations in Hong Kong are strategically significant for building a global supply chain for recycled resources [4][5] - The company has a presence in over 28 countries with more than 70 service points, enhancing its local operational capabilities [4] - The establishment of a battery disposal facility in Hong Kong is seen as a key initiative for the city's transition to an "international green technology hub" [5] Group 4: Financial Performance and Future Growth - Jin Jing New Energy's revenue from reverse supply chain management and environmental services surged by 710.41% to 229 million yuan in the fiscal year 2024 [8] - The revenue for fiscal year 2025 is projected to reach 696 million yuan, a year-on-year increase of 204.21%, with this segment accounting for approximately 80% of total revenue [8][9] - The company is well-positioned to capitalize on the upcoming peak in battery retirements, with significant growth potential anticipated [9][10]

Group 1 - Jin Jing New Energy (1783.HK) saw a rise of over 5%, reaching a peak of 7.9 HKD [1] - The company will undergo a stock split, converting 1 share into 2 shares on September 23, 2025 [1] - The Hong Kong government is promoting the establishment of the first large-scale electric vehicle battery recycling facility, expected to be operational in the first half of 2026 [1] Group 2 - The recycling facility will convert retired local batteries into regenerated black powder for supply to mainland China and surrounding regions, enhancing the electric vehicle battery recycling industry [1] - Jin Jing New Energy is responsible for the battery recycling project at the Hong Kong Environmental Park, marking the first large-scale electric vehicle battery recycling center in Hong Kong [1] - This project fills a gap in Hong Kong's large-scale battery recycling sector and supports the establishment of a complete electric vehicle industry chain [1]

2025年9月17日，一则公告在全球电池行业内引发高度关注。 中国回收巨头格林美宣布，与美国技术创新企业Ascend Elements（AE）签署谅解备忘录，双方 将联手开拓欧洲动力锂电池回收市场。 这并非一次常规的海外业务拓展。在一个地缘政治日益复杂的时代，这起中美企业的深度结盟显得 尤为突出，它不仅是一个商业决策，更是对一个正由法规强力重塑的未来市场的精准回应。 倒计时59天 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 进入欧洲为何重要？ 要理解这盘棋的精妙之处，必须先看懂其背后的棋盘——由欧盟亲手绘制的、极具雄心的电池循环 经济蓝图。 这份蓝图的核心是于2023年8月生效、并将从2024年2月起逐步强制执行的新《电池法》。 该法规通过一系列前所未有的 ...

Group 1 - GreeMe signed a memorandum of understanding with ASCENDELEMENTS to explore collaboration in the European battery recycling and materials sector, aiming to establish a leading lithium battery recycling system in Europe [1] - The collaboration is expected to enhance the lifecycle value chain of new energy in Europe and strengthen GreeMe's position in the global battery recycling market [1] - The memorandum outlines the framework for cooperation but acknowledges uncertainties in specific implementation [1] Group 2 - Hailiang Co. has achieved mass production capability for new nickel-plated copper foil products suitable for solid-state batteries, receiving positive feedback from leading battery manufacturers [2] - The company continues to innovate in the copper foil sector, particularly with ultra-thin and high-performance copper foil products, demonstrating its competitiveness in the new energy battery materials market [2] Group 3 - The average transaction price of multi-crystalline silicon N-type recycled materials increased by 8.57% week-on-week, reaching 53,200 RMB per ton [3] - The market remains stable in terms of transaction volume, but the number of mainstream signing enterprises has increased to six, indicating a tightening supply situation [3] - The price increase is attributed to first-tier companies reaching their sales limits, leading to a temporary supply tightness, while optimistic market sentiment supported by national policies is expected to maintain a strong price trend [3]

Core Viewpoint - Green Technology (301322) has signed a strategic cooperation framework agreement with Greeenmei's subsidiary, Power Regeneration, to establish a comprehensive partnership in the field of new energy vehicles and battery recycling, aiming to create a closed-loop industrial chain and promote green low-carbon industry development [1][2]. Group 1: Company Overview - Green Technology primarily engages in the research, production, and sales of site electric vehicles, including golf carts, sightseeing cars, electric patrol vehicles, electric trucks, and cleaning equipment, with a focus on export business to over 100 countries and regions [1]. - In the first half of 2025, the company reported operating revenue of 374 million yuan, a year-on-year decrease of 12.30%, and a net profit attributable to shareholders of 46.2 million yuan, down 46.50% year-on-year [1]. Group 2: Strategic Cooperation Details - The cooperation will focus on electric sightseeing cars, golf carts, cleaning vehicles, and lithium battery projects, with Green Technology prioritizing the procurement of lithium battery systems from Power Regeneration for its vehicles [2]. - Both companies will jointly invest to establish an asset-holding company focused on the operation and leasing of sightseeing vehicles, utilizing innovative business models to enhance market performance [2]. - Green Technology is obligated to sell its vehicles and batteries to Power Regeneration for compliant disposal, while Power Regeneration will provide competitive residual value recovery services for the vehicles and battery systems [2]. Group 3: Impact of the Agreement - The signing of the framework agreement is expected to strengthen the market expansion of Green Technology without affecting its business independence or significantly impacting its financial status and operating results for the current year [2].

Core Viewpoint - Greeenme (002340.SZ) has signed a Memorandum of Understanding (MOU) with ASCENDELEMENTS, INC to expand into the European lithium battery recycling market and nickel-cobalt-lithium resource recovery [1] Group 1: Strategic Partnership - The partnership aims to leverage geographical relationships, resources, capital, technology, and operational management to build a leading lithium battery recycling industry system in Europe [1] - The collaboration will include the establishment of a comprehensive lithium battery recycling system, disassembly and black powder manufacturing system, and lithium-nickel-cobalt resource recovery and battery material remanufacturing industry system [1] Group 2: Market Development - The initiative will serve the development of the entire lifecycle value chain of new energy in Europe [1] - The companies will also explore potential collaboration in the United States to advance lithium-ion battery recycling and engineering battery material production [1] Group 3: Environmental Impact - The partnership aims to promote the implementation of a global battery passport and the green development of new energy [1]