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].

南方财经记者郑玮、21世纪经济报道记者柳宁馨 广州、宁波报道 今年以来，国际经贸政策的持续变化，给全球外贸行业带来多轮冲击。据央视新闻报道，今年4月美国宣布加征"对等关税"，5月中美日内瓦经贸会谈联合声 明发布，6月美国又宣布将进口钢铝关税提高至50%…… 在全球关税"风暴"之下，我国的主要港口如何应对"风高浪急"？近日，记者实地走访广州港、宁波舟山港等多座全年集装箱吞吐量超千万标箱的港口。 记者发现，"一带一路"共建国家和地区集装箱航线占比超八成的广州港，整体氛围冷静有序，近洋码头外和南沙综合保税区内，均陆续有满载各式出口汽车 的货车驶出。多位受访物流企业负责人告诉记者，今年以来，进出口业务确有受到影响，尽管对美出口5月以来有所恢复，但整体规模不及去年同期，而同 期对东南亚、中亚等地出口业务增速迅猛。 对美进出口额占比较高的宁波舟山港，则展现出更为"热烈"的一面。中午时分，宁波舟山港穿山港区堆场上的运载车辆仍然穿梭不停。一位货车司机告诉记 者，4月整体运输行情趋冷，他一个月只接了15、16趟活，但5月以来港口运输量和发货量逐渐恢复，现在每周运货5—6趟，周末有时还需加趟运输。 （进宁波舟山港穿山港区 的货车 ...