Core Viewpoint - The comprehensive utilization of waste resources in China is becoming increasingly important for sustainable urban development, driven by rising waste generation and the need for resource recycling under the "carbon peak and carbon neutrality" framework [1][12]. Market Overview - The waste resource comprehensive utilization industry in China is projected to achieve an operating income of 1,204.3 billion yuan in 2024, with a year-on-year growth of 2.70%, and a total profit of 22.82 billion yuan, also reflecting a growth of 2.61% [1][12]. - In the first four months of 2025, the industry has already completed an operating income of 377.67 billion yuan, generating a profit of 4.1 billion yuan [1]. Market Policies - A series of supportive policies have been issued to encourage the development of the waste resource comprehensive utilization industry, including guidelines for recycling systems and promoting green manufacturing [4][6]. Industry Chain - The upstream of the waste resource comprehensive utilization industry includes various sources of waste, such as residential, industrial, commercial, and agricultural waste, with collection channels including individual recyclers, community recycling stations, and direct collection by enterprises [7]. - The midstream involves the production of recycled products, utilizing recycled materials in various sectors, such as metals, plastics, paper, and construction materials [8]. Competitive Landscape - The industry is characterized by a large number of participants and a fragmented market structure, with 3,841 scale enterprises reported in 2024, marking an increase of 11.43% [16]. - Major companies in the industry include GreenMe, ShouChuang Environmental Protection, Camel Group, and others, with GreenMe leading in revenue at 33.2 billion yuan in 2024 [17][18]. Company Analysis - GreenMe has positioned itself as a leader in the waste recycling industry, achieving an operating income of 33.2 billion yuan, with 7.44 billion yuan from waste resource utilization, accounting for 22.4% of total revenue [20]. - Yiqiu Resources focuses on recycling aluminum, generating 6.999 billion yuan in total revenue, with 6.981 billion yuan from waste resource utilization, representing 99.74% of its total income [22]. Development Trends - Future trends indicate a collaborative approach among waste resource utilization enterprises and their upstream and downstream partners to enhance resource efficiency and economic benefits [24]. - There is an anticipated expansion into overseas markets, particularly in Southeast Asia and Africa, leveraging technological advantages to increase resource acquisition and market share [24].

本报讯 （记者丁蓉）6月5日是世界环境日。在"双碳"目标引领下，多家A股上市公司发力循环经济，走 绿色低碳发展之道，积极探索环保、可持续发展的商业模式，成为推动经济社会绿色化、低碳化发展的 重要力量。 英科再生自成立以来，秉承"全球塑料循环经济领域的领军企业"使命，专业致力于再生塑料的回收、再 生和利用的全产业链业务。公司在长期经营业务中，已掌握泡沫减容和PET"瓶到瓶"领域的关键核心技 术并取得相关发明专利。公司方面表示："未来公司将在夯实PS、PET塑料回收与利用优势业务的基础 上，纵向拓展至PE、PP、HDPE等多品种塑料循环利用领域，横向拓展到多材质资源再生领域，最终实 现'英科再生、万物再生'的发展战略。" 明泰铝业着力构建低碳循环绿色经济，已形成"原料回收-熔炼再生-精深加工"的全产业链闭环，再生铝 产品占比不断提升，铝锭采购比例已经占比较低，不存在进口铝锭依赖。再生铝产品具有绿色低碳的显 著优势，符合当下全球倡导的环保理念和可持续发展战略，通过积极推广再生铝产品应用，不仅能有效 降低生产过程中的碳排放，还能降低生产成本，增强产品的市场竞争力带来更高的利润空间。 DaaS（设备即服务）行业是循环经 ...

2025年6月4日，由中汽数据有限公司（以下简称"中汽数据"）主办的 "2025 年汽车生产者责任延伸（EPR）成果分享会" 在北京成功召开。本次会议 旨在总结汽车产品EPR试点成果与经验，推广优秀案例，同时探索EPR管理发展方向，助力汽车产业绿色转型。中汽数据总经理冯屹出席会议并致辞，中 汽数据可持续发展业务部部长王秀旭主持会议。来自汽车生产、报废机动车回收拆解、材料再生及资源综合利用等领域的80余名行业专家及企业代表参加 会议。 会议现场 冯屹强调，发展循环经济是国家重大战略决策，是保障资源安全、实现"双碳"目标的关键一环。在汽车行业实施EPR制度既是践行"双碳"承诺的责任 担当，更是重塑产业竞争力的重要战略机遇。未来，中汽数据将聚焦新能源汽车EPR领域，继续做好政府支撑工作，不断深化政策研究，搭建行业协同平 台，健全配套标准体系，持续探索EPR管理"中国方案"，助力产业绿色高质量发展。 试点成果分享，树立行业标杆 会上，中汽数据动力电池室主任王攀在《EPR试点工作总结及下一步工作计划》报告中指出，自2021年6月《汽车产品生产者责任延伸试点实施方 案》发布以来，各试点企业紧紧围绕再生材料、再制造、回收体 ...

2025 年 06 月 08 日 行业周报 看好/维持 基础化工 基础化工 化工新材料周报（20250602-20250608）： 生物航煤(SAF)价格上涨，制冷剂价格维持高位 走势比较 (20%) (10%) 0% 10% 20% 30% 24/6/11 24/8/22 24/11/2 25/1/13 25/3/26 25/6/6 基础化工 沪深300 相关研究报告 <<化工周报（5/26-5/30）：三代制冷 剂价格上涨，友道化学爆炸提升农药 行业关注度>>--2025-06-03 <<化工周报（5/19-5/25）：制冷剂产 品毛利提升，H 酸带动活性染料价格 上涨 >>--2025-05-26 << 化 工 新 材 料 周 报 （ 20250519- 20250525）：制冷剂价格维持高位，炭 黑、溴素价格反弹>>--2025-05-25 证券分析师：王亮 E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 证券分析师：王海涛 E-MAIL：wanght@tpyzq.com 分析师登记编号：S1190523010001 报告摘要 1.重点子行业及产品情况跟踪 ...

2025 年 05 月 18 日 行业周报 看好/维持 基础化工 基础化工 化工新材料周报（20250512-20250518）： 制冷剂价格稳中有升，显影液、蚀刻液价格下滑 走势比较 (30%) (20%) (10%) 0% 10% 20% 24/5/20 24/7/31 24/10/11 24/12/22 25/3/4 25/5/15 基础化工 沪深300 相关研究报告 << 化 工 新 材 料 周 报 （ 20250505- 20250511）：制冷剂价格维持高位，维 生素价格走弱>>--2025-05-11 <<云南能投（002053.SZ）：2024 年营 收规模创新高，持续优化业务结 构>>--2025-05-11 <<金发科技 2024 年报及 2025 年一季 报点评：业绩持续改善，新材料国产 替代打开成长空间>>--2025-04-30 证券分析师：王亮 E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 证券分析师：王海涛 E-MAIL：wanght@tpyzq.com 分析师登记编号：S1190523010001 报告摘要 1.重点子行业及产品情况 ...

2025 年 05 月 18 日 行业周报 看好/维持 基础化工 基础化工 化工新材料周报（20250512-20250518）： 制冷剂价格稳中有升，显影液、蚀刻液价格下滑 走势比较 (30%) (20%) (10%) 0% 10% 20% 24/5/20 24/7/31 24/10/11 24/12/22 25/3/4 25/5/15 基础化工 沪深300 相关研究报告 << 化 工 新 材 料 周 报 （ 20250505- 20250511）：制冷剂价格维持高位，维 生素价格走弱>>--2025-05-11 <<云南能投（002053.SZ）：2024 年营 收规模创新高，持续优化业务结 构>>--2025-05-11 <<金发科技 2024 年报及 2025 年一季 报点评：业绩持续改善，新材料国产 替代打开成长空间>>--2025-04-30 证券分析师：王亮 E-MAIL：wangl@tpyzq.com 分析师登记编号：S1190522120001 证券分析师：王海涛 E-MAIL：wanght@tpyzq.com 分析师登记编号：S1190523010001 报告摘要 1.重点子行业及产品情况 ...

点击 最 下方 " 推荐"、"赞 "及" 分享 "，"关注"材料汇 添加 小编微信 ，遇见 志同道合 的你 | | | | 成立于1993 | 上市于 2004 | | | --- | --- | --- | --- | --- | --- | | F | 改性塑料产能/Y | 员工 | 2022 集团销售量 | 2022 集团销售额 | 2023集团销售额 | | 18 | 250+万吨 | 9,700+ | 242万吨 | 404 ZRMB | 479亿RMB | | | | | | | (18.6%1) | 正文 01、金发科技简介 KİNGFA 2023年度经营概况 KINGFA 三十而立正当年,跨越发展四板块 ● 2023年,金发科技实现改性塑料销量211.25万吨,同比增长19.88%,创历史新高: 2.8 30 01、金发科技简介 KİNGFA 全球品种最齐全的高分子新材料供应商 211.25万吨 14.42万吨 2.05万吨 26.61万吨 102.66万吨 2.38亿元 (2023) (2023) (2023) (2023) (2023) (2023) 特种工程塑料 高性能碳纤维及复合材料 ...

Investment Rating - The report does not explicitly provide an investment rating for the industry Core Insights - The prices of bio-jet fuel and refrigerants are stable with slight increases, while bromine and vitamin prices are declining [5][12] - The low-altitude economy and robotics industry are moving towards commercialization, which may increase the demand for new materials and lightweight materials [5][12] - The semiconductor materials market is experiencing growth, with China's market growing faster than the global market [17][20] Summary by Sections 1. Sub-industry Tracking - Bio-jet fuel price is $1789 per ton, up 1.25% from last week; biodiesel price is 8267 RMB per ton, stable with a 10.23% increase since the beginning of the year [3][10] - Refrigerant prices are stable, with R32 at 48500 RMB per ton (up 1.04%) and R134a at 47000 RMB per ton (up 1.08%); bromine price has dropped to 22000 RMB per ton (down 38.32%) [4][10] - Vitamin A price is 68 RMB per kg (down 9.33%), and Vitamin E price is 108 RMB per kg (down 6.09%) [4][10] 2. Key Company Announcements and Industry News - Companies to watch in the refrigerant sector include Juhua Co. and Sanmei Co. due to enhanced profitability [5] - The report highlights the importance of companies with existing bio-jet fuel production capacity and airworthiness certification [5] - The report suggests monitoring companies in the carbon fiber industry and those involved in the low-altitude economy and robotics [5][12] 3. Electronic Chemicals - The electronic chemicals industry is characterized by a wide variety of products and high technical barriers, with a focus on wet electronic chemicals, photoresists, and electronic gases [12][13] - The semiconductor materials market is projected to grow, with China's market expected to expand at a CAGR of 10% from 2017 to 2023 [17][20] 4. New Quality Productivity - Carbon fiber and ultra-high molecular weight polyethylene (UHMWPE) are highlighted as key materials for emerging industries, including low-altitude economy and robotics [32][36] - The demand for PEEK materials is expected to rise due to their suitability for humanoid robots, with consumption growing significantly from 80 tons in 2012 to 1980 tons in 2021 [37][38] 5. Lithium Battery/Storage Materials - Conductive agents like carbon black and carbon nanotubes are essential for lithium battery materials, with current prices for multi-walled carbon nanotube powder at 64000 RMB per ton [40][42] - Sodium-ion battery materials are gaining attention due to their cost advantages and potential applications in large-scale energy storage [42][43] 6. Renewable and Modified Plastics - The report notes the increasing application of renewable plastics and the growing demand for special engineering plastics in various industries [57][58] 7. Coatings, Inks, and Pigments - The demand for new functional coating materials is increasing due to the growth in the automotive and consumer electronics sectors [65][66]

Investment Rating - The report does not explicitly state an investment rating for the industry Core Insights - The prices of bio-jet fuel and refrigerants are stable with slight increases, while bromine and vitamin prices are declining [5][12] - The low-altitude economy and robotics industry are moving towards commercialization, which may increase demand for new materials and lightweight materials [5][32] - The semiconductor materials market is experiencing growth, with China's market growing faster than the global market [17][20] Summary by Sections 1. Sub-industry Tracking - Bio-jet fuel price is $1789 per ton, up 1.25% from last week; biodiesel price is 8267 RMB per ton, stable with a 10.23% increase since the beginning of the year [3][10] - Refrigerant prices are stable, with R32 at 48500 RMB per ton (up 1.04%) and R134a at 47000 RMB per ton (up 1.08%) [10] - Bromine price in Shandong is 22000 RMB per ton, down 38.32% from last week, while vitamin A and E prices have decreased by 9.33% and 6.09% respectively [4][10] 2. Key Company Announcements and Industry News - Companies such as China Petroleum, Hainan Airlines, and others are involved in the production of biodiesel and SAF [55] - The report highlights the importance of companies like Yake Technology and Lingrui New Materials in the semiconductor materials sector [20] 3. Key Targets - Suggested companies to watch in the refrigerant sector include Juhua Co. and Sanmei Co. [5] - In the carbon fiber industry, companies like Fushen Eagle and Jilin Carbon Valley are recommended for monitoring [34]

以及网友朋友们大家下午好感谢各位薄庸丽领经发科技2024年及2025年一季度业绩说明会我是经发科技董事会秘书戴耀山非常荣幸能够主持今天的会议也感谢价值在线为本次业绩说明会提供的网络平台支持 本次业绩说明会我们将就大家关心的问题和大家进行交流希望通过今天的业绩说明会让大家进一步了解京发科技的经营情况和投资价值本次说明会我们分为三个部分第一部分为总经理致辞第二部分为京发科技2024年年报和2025年一级报的解读 第三部分,我们将进入投资者网络文字互动环节,总时长60分钟。本次业绩说明会,涉及公司未来计划、发展战略等前瞻性的陈述,应存在不确定性,不构成公司对投资者的实际性承诺,敬请投资者注意投资风险。 现在会议正式开始首先我们请总经理吴迪先生致辞尊敬的各位股东投资者分析师网友朋友们大家下午好我是金发科技总经理吴迪非常荣幸能在这里向各位汇报金发科技2024年度经营成果 2024年,面对复杂多变的经济环境,公司坚持技术驱动、全球布局、价值共享的发展理念,实现了营收利润双增长、质量效益双提升的优异成绩。 公司营收达605.14亿元创历史新高规模净利润8.25亿元同比增长160.36%这些成绩的取得得益于我们坚定落实体制增 ...