免责声明：Mysteel发布的原创及转载内容，仅供客户参考，不作为决策建议。原创内容版权归Mysteel所有，转载需取得Mysteel书面授 权，且Mysteel保留对任何侵权行为和有悖原创内容原意的引用行为进行追究的权利。转载内容来源于网络，目的在于传递更多信息，方 便学习与交流，并不代表Mysteel赞同其观点及对其真实性、完整性负责。 资讯编辑：陈群 021-26096771 资讯监督：乐卫扬 021-26093827 资讯投诉：陈跃进 021-26093100 成都海关8日消息：2026年1月1日，国务院关税税则委员会公布的《2026年关税调整方案》正式实施， 其中成都海关报送的"将锂离子电池用再生黑粉进口关税暂定税率由6.5%降为3%"和"为生物航空煤油单 列本国子目"建议均获得采纳。 锂电池用再生黑粉主要从退役锂离子电池回收，包含较为丰富的正负极活性成分，是锂资源"富 矿"。"降低黑粉进口税率，将为四川锂电补强回收利用产业环节，构建全生命周期产业集群，为锂电绿 色贸易发展注入新动力。"四川时代新能源科技有限公司有关负责人表示。 ...

中新网成都1月8日电成都海关8日消息：2026年1月1日，国务院关税税则委员会公布的《2026年关税调 整方案》正式实施，其中成都海关报送的"将锂离子电池用再生黑粉进口关税暂定税率由6.5%降为 3%"和"为生物航空煤油单列本国子目"建议均获得采纳。 锂电池用再生黑粉主要从退役锂离子电池回收，包含较为丰富的正负极活性成分，是锂资源"富 矿"。"降低黑粉进口税率，将为四川锂电补强回收利用产业环节，构建全生命周期产业集群，为锂电绿 色贸易发展注入新动力。"四川时代新能源科技有限公司有关负责人表示。 （文章来源：中国新闻网） 与传统化石航空煤油相比，生物航煤可减少50%以上的碳排放，而餐饮废油来源的生物航煤，欧盟、美 国认可其"双重减排"效应，最高可以达到80%的碳减排量。据悉，目前四川部分企业已经涉足该产业， 例如四川金尚环保公司生物航煤产能38.5万吨，四川天舟公司一期产能20万吨，预计到2027年四川生物 航煤产能将达到100万吨。 "本次税则调整，将生物航空煤油单列税则号列2710.1913，对四川生物航空煤油产业具有重要里程碑意 义，正式确立起绿色产品的独立地位。不仅将有效提高生物航煤通关效率，还能精确统 ...

核心阅读 "别小瞧这些看起来普通的黑色粉末，它们可是实实在在的资源。"中国资源循环集团旗下中国资环电池 公司党委副书记、总经理白春平展示着样本瓶中的黑色粉末，"这是我们从海外进口的锂离子电池用再 生黑粉。" 2025年10月29日，中国资环电池公司从海外进口的47吨再生黑粉原料在天津新港海关顺利通关，其中就 有瓶中的这些黑粉——这也是中国资环电池公司组建以来完成的首单海外业务。 2025年，我国明确符合标准的锂离子电池用再生黑粉原料不再被视为固体废物，可实现进口。中国资源 循环集团旗下中国资环电池公司完成首单海外业务，让锂电池回收产业链中的再生黑粉实现资源循环利 用。 再生黑粉包含钴、镍、锰、锂等多种战略性金属资源，是生态富矿 2025年8月1日，《关于规范锂离子电池用再生黑粉原料、再生钢铁原料进口管理有关事项的公告》正式 实施。当月，中国资源循环集团从海外引进的40吨再生黑粉原料就运抵浙江宁波并顺利通过海关验收， 成为公告实施后我国首批进口的锂离子电池用再生黑粉原料。 再生黑粉是什么？白春平介绍，在锂电池回收产业链中，再生黑粉是经放电、拆解、热解、破碎、分选 等多道工序处理后，从废旧锂离子电池中分离出的核心 ...

证券日报网讯12月31日，天奇股份（002009）在互动平台回答投资者提问时表示，公司目前锂电池循环 板块具备年处理5万吨磷酸铁锂电池的产能，能够年产电池级磷酸铁11000吨及电池级碳酸锂2500吨。 ...

证券日报网讯12月31日，天奇股份（002009）在互动平台回答投资者提问时表示，公司锂电池循环板块 再生利用业务专注于三元锂电池及磷酸铁锂电池再生利用，能够循环产出电池材料，已实现锂电池全元 素再生且生产全流程碳足迹可追溯。目前已建成投产10万吨废旧锂电池(5万吨三元及5万吨铁锂)处理规 模。主要产品包括硫酸钴、硫酸镍、硫酸锰、电池级碳酸锂、电池级磷酸铁等。主要产品价格提升对公 司该板块盈利情况有积极作用。 ...

Core Viewpoint - The "14th Five-Year Plan" period is crucial for China to achieve its carbon peak goal, emphasizing the development of low-carbon industries as a pathway for comprehensive green and low-carbon transformation of the economy and society [1] Group 1: Policy Optimization for Low-Carbon Industry Development - The "14th Five-Year" period requires a focus on time-sensitive carbon reduction efforts while capturing potential development opportunities, considering industry interconnections and overall carbon reduction [2] - Emphasis on orderly replacement of high-carbon industries, particularly in key sectors like electricity, non-ferrous metals, and chemicals, while enhancing carbon efficiency [2] - Policies should balance ecological impacts and carbon emissions, transforming challenges into opportunities, such as developing competitive lithium battery recycling industries [2] Group 2: Regional Advantages and National Policy Support - Regions rich in ecological resources should leverage their advantages to become national "carbon neutrality" pilot zones, exploring clean energy supply, carbon trading, and low-carbon industry cultivation [3] - A new production model should integrate industrial, innovation, talent, funding, and policy chains to promote high-quality regional development characterized by low-carbon efficiency [3] Group 3: Encouraging Diverse Participation in Low-Carbon Innovation - Innovation is essential for low-carbon industry development, requiring participation from government, enterprises, research institutions, and society [4] - The government should focus on supporting "dual carbon" technology research and enhancing green financial support for innovation [4] - Financial institutions are encouraged to engage in green technology innovation through investment and insurance products, fostering a supportive environment for small and innovative tech companies [4] Group 4: Supporting High-Quality Development through Innovation - Innovation goals should align with "dual carbon" objectives, particularly in key industries and technologies, such as deep processing of agricultural products in rural areas [5] - The integration of artificial intelligence and digital platforms is vital for optimizing resource utilization and enhancing product value [5] Group 5: Promoting Green Consumption - The "14th Five-Year" plan suggests establishing a green consumption incentive mechanism to promote energy-saving and low-carbon lifestyles [6] - Policies should include subsidies and tax reductions to lower the initial costs of green products, stimulating market demand [7] - A market-driven incentive mechanism should be developed to reward consumers for low-carbon behaviors, creating a positive cycle of ecological and economic benefits [7] Group 6: Infrastructure and Cultural Promotion for Green Consumption - Infrastructure for green consumption, such as electric vehicle charging networks, should be improved to alleviate consumer concerns [8] - Clear standards and labels for green products are necessary to facilitate consumer choices and promote recycling [8] - Public awareness campaigns should be conducted to embed green concepts into daily life, fostering a culture of sustainability [8]

Core Viewpoint - Tianqi Co., Ltd. aims to serve the entire lifecycle of automobiles, focusing on three main business areas: intelligent equipment for automobiles, lithium battery recycling, and robotics [2] Group 1: Business Focus - The company centers its development on intelligent equipment, which is the cornerstone of its performance and sustainable growth [2] - The lithium battery recycling business represents a direction for future sustainable development [2] - The robotics business is a strategic priority, with plans to concentrate talent and capital on technology research and development, team building, and market development [2] Group 2: Business Segments - Intelligent equipment business includes smart warehousing logistics and recycling equipment for multi-dimensional applications [2] - Lithium battery circular economy focuses on recycling, remanufacturing, and secondary utilization of lithium batteries [2] - Robotics business encompasses manufacturing of robotic bodies, data collection, training, and scene algorithm development [2]

Core Insights - Tianqi Co., Ltd. announced its lithium battery recycling business, which includes battery recovery, cascade utilization, crushing, and regeneration [2] - The core subsidiary, Tianqi Jintai, has over 20 years of experience in lithium battery resource utilization and is a leading enterprise in the domestic recycling whitelist [2] - The company has established a processing capacity of 100,000 tons of waste lithium batteries, with 50,000 tons for ternary batteries and 50,000 tons for iron-lithium batteries [2] Industry Overview - The lithium battery recycling industry faces challenges such as insufficient raw material supply and underutilized capacity from 2025 onwards [2] - However, with the relaxation of black powder imports and rising prices of key metals, the company's gross profit in this sector has turned profitable, showing a significant reduction in losses [2] - The industry is moving towards a more regulated and healthier development due to the implementation of domestic and international regulatory rules and industry policies [2] Company Strategy - The company is focusing on the automotive aftermarket, overseas markets, and recycling channels from battery manufacturers and vehicle manufacturers [2] - It aims to establish a comprehensive lithium battery recycling system that covers both domestic and international markets, creating a unique closed-loop lithium battery recycling industry [2]

Core Viewpoint - The lithium battery recycling industry is facing challenges such as insufficient raw material supply and underutilized capacity, but improvements are expected due to the lifting of black powder import restrictions and rising prices of key metals, leading to a recovery in gross margins for the company [1] Group 1: Industry Challenges - From 2025 onwards, the lithium battery recycling industry continues to encounter challenges including raw material supply shortages and underutilized capacity [1] Group 2: Financial Performance - The company's gross margin in the lithium battery recycling segment has turned from loss to profit, with a gradual improvement on a quarter-on-quarter basis, significantly narrowing previous losses [1] Group 3: Production Capacity - In the fourth quarter, the iron-lithium recycling capacity has reached saturation, achieving stable batch shipments at a certain stage [1]

Business Overview - The company focuses on three main business areas: automotive intelligent equipment, lithium battery recycling, and robotics [2] - Intelligent equipment is the cornerstone of the company's performance, while lithium battery recycling represents future sustainable development [2] Lithium Battery Recycling - The lithium battery recycling business includes battery recovery, secondary utilization, and recycling [2] - The company has a processing capacity of 100,000 tons of waste lithium batteries, with 50,000 tons for ternary batteries and 50,000 tons for iron-lithium batteries [2] - The company is a leading enterprise in the recycling industry, with advanced recovery processes and product quality [2][3] Market Challenges and Developments - The lithium battery recycling industry faces challenges such as insufficient raw material supply and underutilized capacity [3] - However, the company has seen a turnaround in gross profit due to rising metal prices and improved operational efficiency [3] - The company is actively developing a lithium battery recycling system covering both domestic and international markets [3] International Expansion - The company plans to establish a production base in Thailand to leverage favorable investment and tariff policies [4] - This base will support market development in Southeast Asia and enhance the company's global competitiveness [4] Robotics Business - The robotics business focuses on providing advanced embodied intelligent robot application solutions [5] - A joint venture with Beijing Galaxy General Robot Co., Ltd. aims to advance the application of intelligent robots in industrial manufacturing [5] - Another joint venture with Shenzhen Youbixun Technology Co., Ltd. focuses on developing end-to-end unmanned logistics solutions [6][7]