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香港施政报告明确推动全港首间电池回收设施,晋景新能发展有望再度提速
Zhi Tong Cai Jing· 2025-09-22 08:29
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 ...
香港施政报告明确推动全港首间电池回收设施,晋景新能(01783)发展有望再度提速
智通财经网· 2025-09-22 02:37
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]