Core Insights - The North Bay (Guangxi) Commodity Trading Platform has achieved a cumulative transaction volume of 87.6 billion RMB and a physical delivery volume of 21.901 million tons as of June 30 this year, with over 400 member companies from China and ASEAN [1][2] - The platform aims to create a closed-loop service system for cross-border settlement in RMB, connecting domestic and international clients [1] - The platform is focused on building a multi-layered commodity trading market system that integrates futures and spot trading, onshore and offshore, and online and offline interactions [1][2] Group 1 - The North Bay (Guangxi) Commodity Trading Platform is a comprehensive third-party supply chain service platform that includes trading, digital supply chain finance, risk management, and cross-border settlement [2] - The platform has introduced Thai broken rice as a special trading variety aimed at ASEAN, facilitating online cross-border transactions and providing financial solutions to alleviate funding pressures [3] - As of June 30, 2023, the platform has completed a trading volume of 808,500 tons for Thai broken rice, which is set to officially launch on the platform in April 2024 [3] Group 2 - The platform collaborates with financial institutions to provide financing services and has significantly reduced financing costs for enterprises by addressing bottlenecks in cross-border settlement and capital flow [3] - The North Bay (Guangxi) Commodity Trading Platform is positioned as a trading hub for commodities aimed at ASEAN, leveraging national-level open development platforms [2]

中线行情分析 2025.7.7-7.11 电解铝 期货品种周报 趋势判断逻辑 大区间震荡。 中线趋势判断 1 国内支持政策持续发力，产量已经接近瓶颈，年内增量有限，但海外宏观不 确定性较大。 2 新单以高位震荡行情短线交易为宜。 3 中线策略建议 品种交易策略 n 上周策略回顾 未来一周沪铝2508合约波动区间看20300-20900。 未来一周沪铝2508合约波动区间看20300-20800。建议短线 交易为宜。 n 本周策略建议 n 现货企业套期保值建议 可考虑适量逢低配置期货虚拟库存 【总体观点】 | | 2025年7月第1周 | | --- | --- | | 铝土矿市场 | 根据SMM数据，6月（30天）中国铝土矿产量环比减少3.2%，同比增加4.1%，近期受检查工作影响， | | | 国产铝土矿产量有所下降，产量预计在检查工作结束后有所恢复。进口铝土矿方面，前期主流国家 | | | 铝土矿发运仍处于高位，7月国内进口铝土矿到港预计维持高位，但几内亚雨季影响预计逐步显现。 | | 氧化铝市场 | 截至7月3日，中国氧化铝建成产能为11082万吨，运行产能为8863万吨，全国周度开工率为79.97%， ...

Core Viewpoint - Baise is transforming its aluminum industry from a resource-based model to a high-end, intelligent, and green development approach, significantly enhancing its overall strength, quality, efficiency, and competitiveness in the aluminum sector [1]. Industry Development - Baise's aluminum industry achieved an output value of 40.6 billion yuan in Q1 2025, marking a year-on-year growth of 19.6%, laying a solid foundation for high-quality development throughout the year [1]. - The city has established a complete aluminum industry chain, with an aluminum product to electrolytic aluminum production ratio of 1.45:1, making it one of the few cities with a comprehensive aluminum industry chain [1]. Innovation and Technology - Companies in Baise are investing in advanced technologies, such as a self-developed linear annealing device costing over 100 million yuan, which significantly reduces production time from 4-5 days to just over 1 hour [2]. - The annual processing capacity of aluminum alloy plates and strips at Guangxi Runtai Aluminum Co., Ltd. has reached 400,000 tons [2]. - The Baise aluminum industry has signed 81 projects in the past three years, with a total planned investment of 61.4 billion yuan [3]. Smart Manufacturing - Baise has seen a rise in intelligent manufacturing, with 2 recognized benchmark enterprises, 12 smart factories, and 2 digital workshops in the aluminum sector [5]. - The city has invested 500 million yuan in the past three years to support technological upgrades and new production lines for aluminum enterprises [5]. Green Transformation - Baise's recycling of waste aluminum templates into regenerated aluminum has achieved an annual production capacity of over 100,000 tons, with a usage ratio of regenerated aluminum reaching over 70% [6]. - The city has built a centralized renewable energy capacity of 1.875 million kilowatts and distributed photovoltaic capacity of 1.005 million kilowatts, with green electricity consumption in the aluminum industry accounting for 22.3% [6]. - Baise has introduced digital twin technology for the entire lifecycle of electrolytic aluminum, saving 78,000 tons of standard coal annually and reducing carbon dioxide emissions by 184,200 tons [7].

根据市场公开信息及7月3日披露的机构调研信息，知名私募凯丰投资近期对1家上市公司进行了调研，相关名单如下： 机构简介： 深圳市凯丰投资管理有限公司，是一家投资于全球大宗商品、债券、权益类资产及其衍生品的宏观对冲基金管理公司。凯丰投资是中国基金业协 会会员、中国期货业协会会员，具有中国证券基金业协会批准的私募基金管理人资格。公司管理的多只阳光化基金产品的业绩与规模均居于国内 同类产品前列，并荣获"2014年度金牛私募管理公司（宏观期货策略）"、"第一届央证管理期货奖"、"2015年度金牛私募管理公司（宏观期货策 略）"等奖项。凯丰投资秉承"细节暗藏产业密码，研究发现价值内核"的投资理念，着力打造了一支50余人的高水平投研团队，专注于宏观和产业 基本面研究。目前，产业研究已经覆盖了国内外期货市场主要交易品种，通过深入产业链调研、挖掘产业细节，并辅以量化手段，协助公司交易 决策。2016年，凯丰投资将进一步加强与实体企业的交流合作，以专业的资产管理能力和深厚的产业研究实力，为其提供包括产业咨询、合作套 保、产业基金等服务在内的产业链综合解决方案。让金融助力中国企业，圆中国金融强国梦！ 以上内容为证券之星据公开信息整 ...

News Summary Core Viewpoint - The aluminum market is experiencing fluctuations due to potential tariff reductions on imports from Canada, leading to a significant drop in U.S. spot aluminum premiums by over 7% [1]. Group 1: Market Data - According to the World Bureau of Metal Statistics (WBMS), global primary aluminum production is projected to reach 6.0912 million tons and consumption at 5.8649 million tons by April 2025, resulting in a surplus of 226,300 tons [1]. - From January to April 2025, global primary aluminum production totaled 24.2523 million tons, while consumption was 23.2412 million tons, indicating a surplus of 1.0111 million tons [1]. - China's imports of aluminum ore and concentrates in May 2025 reached 17.51 million tons, a year-on-year increase of 29.4%, with total imports from January to May at 85.18 million tons, up 33.1% year-on-year [1]. Group 2: Institutional Perspectives - Zhengxin Futures notes that while aluminum inventories are at historical lows, supporting prices, domestic demand is entering a slow season with reduced orders, leading to short-term price fluctuations with medium-term downside risks [2]. - Hualian Futures highlights that recent improvements in the supply of alumina have kept prices weak, while the cost of electrolytic aluminum is expected to decline. Despite stable supply, the downstream aluminum processing sector is experiencing a pronounced off-season, with both domestic and export orders declining [2]. - The overall supply pressure remains manageable due to high smelting operating rates, and low inventories suggest a continued strong performance in the near term. The recommendation is to maintain a rolling long position with a reference support level of 20,000 yuan/ton for Shanghai aluminum [2].

转自：前瞻产业研究院 行业主要上市公司：中国铝业(SH:601600)、南山铝业(SH:600219)、云铝股份(SZ:000807)、神火股份 (SZ:000933)、明泰铝业(SH:601677)、中孚实业(SH:600595)、新疆众和(SH:600888)、豪美新材 (SZ:002988)、亚太科技(SZ:002540)、天山铝业(SZ:002532)等 本文核心数据：铝土矿产量;氧化铝产量;电解铝产量;再生铝产量;铝加工材产量 1、2024年我国铝土矿产量约为9300万吨 从供给市场来看，近几年铝土矿的国内供应情况日益窘迫，除了环保督查、矿山整顿、矿业权出让制度 改革等的政策限制，我国铝土矿产量受到一定影响。中国铝土矿储量较低，仅占全球的3%左右，但由 于下游氧化铝需求量大，呈现"低储量高消耗"，国内矿趋于贫瘠。2012-2024年我国铝土矿产量呈震荡 上涨的趋势，2024年中国的铝土矿产量约为9300万吨，基本与2023年持平。 2、2024年我国氧化铝产量约为8552.2万吨 4、2024年我国再生铝产量约为1050万吨 2009-2024年，我国再生铝产量逐年递增。自2008年金融危机以后，我 ...

中国发展网讯山东省滨州市是工业大市、制造业大市，全市拥有38个工业大类、128个工业中类、506个 工业小类，67项产品产量或市场占有率位居全国第1位，16项位居全球第1位。近年来，滨州市坚决落实 省委、省政府关于焦化、地炼、电解铝、钢铁等产能转移或退出的部署要求，转移退出价值1247亿元产 值的大体量产能，给滨州发展带来了深层次、结构性、持续性影响。面对产能转移、产业转型的"双 转"压力，滨州深入实施"制造业强市"三年攻坚行动，有针对性地延链补链强链，走出了一条集约化、 内涵式、可持续的精明增长之路，产业集群加速迈向产业链"关键环"、价值链"中高端"，连续四年入选 全国先进制造业百强市。其中，高端铝、高端化工、粮食食品3个产业集群入选省支柱性雁阵集群，智 能纺织成功入选山东省先进制造业集群名单。2024年，18项主要经济指标中，15项指标增速位居全省前 五位，6项指标增速位居全省第1位。 突出"创新引领"，激活产业转型发展动能。坚持政府主抓、企业主体、院校主动、人才主力、市场主 导"五主并举"，持续推动科技创新和产业创新融合发展。2024年，全社会研发投入占GDP比重达3.7%， 连续四年保持全省第1位；高 ...

1. Report Industry Investment Ratings No relevant content provided. 2. Core Views of the Reports Natural Rubber - In the context of expected supply increase and weak demand, the subsequent rubber price is expected to remain weak. Hold the short position at 14,000 and monitor the raw material supply in each production area and macro - event disturbances [2]. Industrial Silicon - In June, industrial silicon still faces a weak fundamental situation of oversupply, and the price remains under pressure. Recently, the rebound in coal prices brings an expectation of rising raw material prices, which supports the price, and the price may fluctuate at a low level [4]. Polysilicon - The fundamentals have not significantly improved, and the atmosphere at the Shanghai PV exhibition is bearish. However, due to the low price, hold short positions cautiously and pay attention to the pressure level around 35,000 yuan/ton. If the polysilicon production increases, it is beneficial for the arbitrage of buying industrial silicon and shorting polysilicon [5]. Glass and Soda Ash - For soda ash, the excess pattern is obvious, and there will be further profit - reduction. After the photovoltaic rush - installation, the growth of photovoltaic capacity has slowed down, and the overall demand has not increased significantly. After the maintenance, inventory accumulation may accelerate. - For glass, it still faces over - supply pressure in the future, and the industry needs capacity clearance. The 09 contract fluctuates around 1000 points, and a short - term bearish strategy can be considered [6]. 3. Summaries According to Relevant Catalogs Natural Rubber Price and Spread - The price of Yunnan Guofu all - latex rubber (SCRWF) in Shanghai remained unchanged at 13,900 yuan/ton. The all - latex basis (switched to the 2509 contract) decreased by 35 yuan/ton to - 10 yuan/ton, a decline of 140%. The Thai standard mixed rubber quote remained at 13,750 yuan/ton. The non - standard price difference decreased by 35 yuan/ton to - 160 yuan/ton, a decline of 28%. The FOB mid - price of cup rubber in the international market increased by 0.40 Thai baht/kg to 47.45 Thai baht/kg, an increase of 0.85%. The FOB mid - price of glue in the international market remained at 56.75 yuan/ton. The price of natural rubber lumps in Xishuangbanna increased by 400 yuan/ton to 12,600 yuan/ton, an increase of 3.28%. The price of natural rubber glue in Xishuangbanna increased by 400 yuan/ton to 13,100 yuan/ton, an increase of 3.15%. The mainstream market price of raw materials in Hainan remained at 12,400 yuan/ton, and the mainstream market price of imported rubber raw materials in Hainan remained at 9,000 yuan/ton [2]. - In terms of monthly spreads, the 9 - 1 spread decreased by 15 yuan/ton to - 850 yuan/ton, a decline of 1.8%. The 1 - 5 spread decreased by 10 yuan/ton to - 72 yuan/ton, a decline of 18.18%. The 5 - 9 spread increased by 25 yuan/ton to 915 yuan/ton, an increase of 2.81% [2]. Fundamental Data - In April, Thailand's production decreased by 435,000 tons to 1.057 million tons, a decline of 29.16%. Indonesia's production decreased by 15,200 tons to 194,100 tons, a decline of 7.26%. India's production decreased by 7,600 tons to 45,400 tons, a decline of 14.34%. China's production increased by 42,300 tons to 58,100 tons. The weekly operating rate of semi - steel tires for automobile tires increased by 4.12 percentage points to 77.98%, and the weekly operating rate of all - steel tires decreased by 2.23 percentage points to 61.24%. In April, the domestic tire production decreased by 5.444 million pieces to 102.002 million pieces, a decline of 5.07%. The export volume of new pneumatic rubber tires in April decreased by 490,000 pieces to 5.739 million pieces, a decline of 7.87%. The total import volume of natural rubber in April decreased by 70,900 tons to 523,200 tons, a decline of 11.93%. The import volume of natural and synthetic rubber (including latex) in May decreased by 83,000 tons to 607,000 tons, a decline of 12.03% [2]. Inventory Changes - The bonded area inventory (bonded + general trade inventory) decreased by 4,100 tons to 1,011,111 tons, a decline of 0.67%. The factory - warehouse futures inventory of natural rubber on the SHFE increased by 13,003 tons to 34,876 tons, an increase of 59.45%. The inbound rate of dry rubber in the bonded warehouse in Qingdao increased by 1.14 percentage points to 3.34%, and the outbound rate increased by 1.44 percentage points to 4.83%. The inbound rate of dry rubber in general trade in Qingdao increased by 0.82 percentage points to 7.76%, and the outbound rate decreased by 0.29 percentage points to 7.18% [2]. Industrial Silicon Price and Spread - The price of East China oxygen - passing SI5530 industrial silicon remained at 8,150 yuan/ton, and the basis (based on oxygen - passing SI5530) increased by 110 yuan/ton to 805 yuan/ton, an increase of 15.83%. The price of East China SI4210 industrial silicon remained at 8,700 yuan/ton, and the basis (based on SI4210) increased by 110 yuan/ton to 555 yuan/ton, an increase of 24.72%. The price of Xinjiang 99 silicon remained at 7,600 yuan/ton, and the basis (in Xinjiang) increased by 110 yuan/ton to 1,055 yuan/ton, an increase of 11.64% [4]. - In terms of monthly spreads, the 2507 - 2508 spread increased by 7,260 yuan/ton to - 85 yuan/ton, an increase of 98.84%. The 2508 - 2509 spread increased by 5 yuan/ton to 40 yuan/ton, an increase of 14.29%. The 2509 - 2510 spread increased by 15 yuan/ton to 45 yuan/ton, an increase of 50%. The 2510 - 2511 spread increased by 35 yuan/ton to 55 yuan/ton, an increase of 175%. The 2511 - 2512 spread decreased by 5 yuan/ton to 50 yuan/ton, a decline of 9.09% [4]. Fundamental Data - In May, the national industrial silicon production increased by 6,900 tons to 307,700 tons, an increase of 2.29%. Xinjiang's production decreased by 4,400 tons to 163,100 tons, a decline of 2.6%. Yunnan's production decreased by 3,400 tons to 10,000 tons, a decline of 25.43%. Sichuan's production increased by 12,400 tons to 23,700 tons, an increase of 109.47%. Inner Mongolia's production increased by 2,100 tons to 46,100 tons, an increase of 4.78%. Ningxia's production increased by 3,500 tons to 23,500 tons, an increase of 17.5%. The production of 97 - grade silicon decreased by 7,200 tons to 4,800 tons, a decline of 60%. The production of recycled silicon increased by 500 tons to 16,500 tons, an increase of 3.12%. The production of silicone DMC in May increased by 11,200 tons to 184,000 tons, an increase of 6.48%. The production of polysilicon in May increased by 700 tons to 96,100 tons, an increase of 0.73%. The production of recycled aluminum alloy in May decreased by 400 tons to 60,600 tons, a decline of 0.66%. The export volume of industrial silicon in April increased by 100 tons to 6,050 tons, an increase of 1.64% [4]. Inventory Changes - The factory - warehouse inventory in Xinjiang decreased by 410 tons to 18,670 tons, a decline of 2.15%. The factory - warehouse inventory in Yunnan increased by 70 tons to 2,580 tons, an increase of 2.79%. The inventory in Sichuan increased by 10 tons to 2,310 tons, an increase of 0.44%. The social inventory decreased by 1,500 tons to 57,200 tons, a decline of 2.56%. The warehouse - receipt inventory decreased by 550 tons to 28,410 tons, a decline of 1.89%. The non - warehouse - receipt inventory decreased by 950 tons to 28,790 tons, a decline of 3.2% [4]. Polysilicon Price and Spread - The average price of N - type re -投料 remained at 35,500 yuan/ton, the average price of P - type cauliflower material remained at 29,500 yuan/ton, and the average price of N - type granular silicon remained at 33,000 yuan/ton. The N - type material basis (average price) decreased by 625 yuan/ton to 1,180 yuan/ton, a decline of 34.63%. The cauliflower material basis (average price) decreased by 625 yuan/ton to 7,180 yuan/ton, a decline of 8.01%. The average price of N - type silicon wafers of 210mm remained at 1.27 yuan/piece, the average price of N - type silicon wafers of 210R remained at 1.06 yuan/piece, the average price of single - crystal Topcon battery wafers of 210R remained at 0.268 yuan/piece, the average price of single - crystal PERC battery wafers of 182mm remained at 0.268 yuan/piece, the average price of Topcon components of 210mm (distributed) remained at 0.699 yuan/watt, and the average price of N - type 210mm components for centralized projects remained at 0.686 yuan/watt [5]. - The PS2506 contract price increased by 625 yuan/ton to 34,320 yuan/ton. The PS2506 - PS2507 spread decreased by 720 yuan/ton to 1,690 yuan/ton, a decline of 29.88%. The PS2507 - PS2508 spread increased by 290 yuan/ton to 1,215 yuan/ton, an increase of 31.35%. The PS2508 - PS2509 spread decreased by 15 yuan/ton to 595 yuan/ton, a decline of 2.46%. The PS2509 - PS2510 spread decreased by 60 yuan/ton to 265 yuan/ton, a decline of 18.46%. The PS2510 - PS2511 spread decreased by 15 yuan/ton to 370 yuan/ton, a decline of 2.46%. The PS2511 - PS2512 spread decreased by 60 yuan/ton to - 1,605 yuan/ton, a decline of 18.46% [5]. Fundamental Data - The weekly silicon wafer production increased by 0.06 GW to 13.1 GW, an increase of 0.46%. The weekly polysilicon production increased by 0.18 tons to 2.38 tons, an increase of 8.18%. The monthly polysilicon production in May increased by 0.07 tons to 9.61 tons, an increase of 0.73%. The polysilicon import volume in April decreased by 0.02 tons to 0.29 tons, a decline of 7.1%. The polysilicon export volume in April decreased by 0.02 tons to 0.2 tons, a decline of 10.4%. The net export volume of polysilicon in April remained at - 0.09 tons [5]. Inventory Changes - The polysilicon inventory increased by 0.6 tons to 27.5 tons, an increase of 2.23%. The silicon wafer inventory decreased by 0.68 GW to 19.34 GW, a decline of 3.4%. The polysilicon warehouse receipts remained at 2,600 tons [5]. Glass and Soda Ash Price and Spread - The glass price in North China decreased by 10 yuan/ton to 1,130 yuan/ton, a decline of 0.88%. The price in East China decreased by 30 yuan/ton to 1,230 yuan/ton, a decline of 2.38%. The price in Central China remained at 1,070 yuan/ton. The price in South China decreased by 20 yuan/ton to 1,290 yuan/ton, a decline of 1.53%. The glass 2505 contract price decreased by 4 yuan/ton to 1,077 yuan/ton, a decline of 0.37%. The glass 2509 contract price decreased by 2 yuan/ton to 976 yuan/ton, a decline of 0.51%. The 05 basis decreased by 6 yuan/ton to 53 yuan/ton, a decline of 10.17% [6]. - The soda ash price in North China remained at 1,400 yuan/ton, the price in East China remained at 1,350 yuan/ton, the price in Central China remained at 1,350 yuan/ton, and the price in Northwest China decreased by 20 yuan/ton to 1,030 yuan/ton, a decline of 1.9%. The soda ash 2505 contract price decreased by 8 yuan/ton to 1,204 yuan/ton, a decline of 0.66%. The soda ash 2509 contract price decreased by 19 yuan/ton to 1,156 yuan/ton, a decline of 1.57%. The 05 basis increased by 8 yuan/ton to 196 yuan/ton, an increase of 4.26% [6]. Supply and Demand Data - The soda ash operating rate increased by 6.33 percentage points to 84.9%, and the weekly production increased by 5,510 tons to 74,010 tons, an increase of 8.04%. The daily melting volume of float glass decreased by 100 tons to 15,570 tons, a decline of 0.7%. The daily melting volume of photovoltaic glass decreased by 1,000 tons to 98,990 tons, a decline of 1%. The mainstream price of 3.2mm coated glass decreased by 1 yuan to 20 yuan, a decline of 4.76% [6]. Inventory Changes - The glass factory - warehouse inventory increased by 192,300 weight - boxes to 6,968,500 weight - boxes, an increase of 2.84%. The soda ash factory - warehouse inventory increased by 62,000 tons to 168,630 tons, an increase of 3.82%. The soda ash delivery warehouse inventory decreased by 20,000 tons to 32,710 tons, a decline of 5.87%. The glass factory's soda ash inventory days increased by 2.9 days to 21 days, an increase of 15.91% [6]. Real Estate Data - The year - on - year growth rate of new construction area increased by 2.99 percentage points to - 18.73%, the year - on - year growth rate of construction area decreased by 7.56 percentage points to - 33.33%, the year - on - year growth rate of completion area increased by 15.67 percentage points to - 11.68%, and the year

Core Viewpoint - The launch of casting aluminum alloy futures and options on June 10 marks the first recycled metal commodity in China's futures market, with strong initial trading performance and participation from leading aluminum companies [1][2][3]. Market Performance - On the first trading day, all seven contracts for casting aluminum alloy futures closed higher, with the main contract AD2511 opening at 19,400 yuan/ton and closing at 19,190 yuan/ton, a rise of 825 yuan/ton or 4.49% from the listing benchmark price of 18,365 yuan/ton [3][4]. - The total trading volume for the seven contracts reached 57,300 lots, with a transaction value of 11.011 billion yuan, and the main contract AD2511 accounted for 52,300 lots and 10.1 billion yuan in transaction value [3][4]. Industry Participation - Major aluminum companies such as Shunbo Alloy, Lichong Group, and Judong Co. actively participated in the trading on the first day, indicating strong industry interest [1][6][8]. - The recycled aluminum alloy industry is primarily composed of private enterprises, with a market concentration of about 30% among the top five companies [7]. Price Dynamics and Future Outlook - Analysts suggest that the initial price performance aligns with expectations, but caution that the market may experience significant price fluctuations due to seasonal demand changes and supply dynamics [4][5]. - The industry faces challenges such as overcapacity and low profit margins, with a projected operating rate of only 53% in 2024, which may limit future price increases [4][5]. Impact on Related Companies - The launch of casting aluminum alloy futures has positively impacted stock prices of related companies, with Shunbo Alloy rising by 10.01% and Lichong Group by 7.60% as of June 11 [8]. - Shunbo Alloy's projected revenue for 2024 is 13.977 billion yuan, a year-on-year increase of 17%, although its net profit is expected to decrease by 47.96% [8]. Strategic Importance - The introduction of these futures is expected to enhance risk management for industry players, providing a more effective hedging tool compared to existing aluminum futures [8][9]. - The futures market is anticipated to play a significant role in the pricing mechanism for aluminum alloys, contributing to a more transparent and fair market environment [8][9][10].

设备即服务模式在循环经济中发挥着重要作用。凌雄科技作为DaaS行业头部企业，采用创新的服务模式让IT设备在全生命周期中持续创造价值。这种模式 为企业提供设备获取、技术服务、设备回收与管理等全栈式服务，显著提高IT设备利用率。 相较于传统IT设备采购模式，DaaS解决方案可帮助企业减少97%以上的首期投入。在三年内节省30%左右的运营成本，为企业在不同场景下的设备使用需求 提供多样化解决方案。凌雄科技董事会主席胡祚雄表示，每回收一台设备就少浪费一台，每出租一台就少生产一台。这种理念体现了循环经济"资源有限、 循环无限"的核心思想。 多元化循环经济发展模式涌现 在"双碳"目标引领下，多家上市公司正积极布局循环经济领域。这些企业通过创新商业模式和技术应用，推动资源循环利用，成为绿色低碳发展的重要推动 力量。循环经济作为实现碳达峰碳中和的关键路径，正在各个行业中展现出巨大的发展潜力和市场价值。 DaaS模式引领设备循环利用新趋势 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。再 生铝产品具有绿色低碳的显著优势，符合当下全球倡导 ...