过去二十余年，我国新能源产业一路高歌猛进。如今，昔日的绿色能源"功臣"——动力电池、光伏组 件、风机叶片等正迎来规模化退役期。这些曾经的产业先锋，成为了亟待妥善处置的"新三样"固体废弃 物。以陆上风机为例，按照20年的使用寿命估算，预计在2025年至2030年间，我国会出现第一波风机退 役高峰。 退役后的"新三样"固废怎么办？这一难题考验着整个产业链。必须认识到，"新三样"固废并非"终端废 弃物"，而是蕴含着巨大潜力的"二次资源"。若能在规范回收的基础上实现高效利用，这些固废就能 从"环境包袱"变身"城市矿山"。这不仅是一项生态命题，更关乎资源安全与绿色经济增长，是循环经济 必须抢占的战略高地。 循环回收： 固废变"矿山" 发展循环经济，既是延长产品生命周期的有效途径，也是实现结构性降碳的核心路径。而要将这一理念 落到实处，当前最紧迫、最具潜力的战场，非"新三样"固废回收莫属。 "新三样"固废回收"大考"正在逼近。据中国电子节能技术协会电池回收利用委员会产业研究部预计， 2025年我国动力电池退役量将达82万吨，2028年起将突破400万吨关口。 除了废旧动力电池，废旧光伏组件的回收挑战也不容忽视。据了解，光 ...

提产上量的过程并非一帆风顺，盛屯矿业正在大力构建多元化的能源供应体系，并在国内外建立更灵活 的加工和物流体系，以规避不确定性。"希望在政府的引导下，中资企业组团投资'抱团出海'，在关键 的基础设施建设上形成合力，降低单个企业的投资和运营风险。"盛屯矿业方面表示。 作为重要的基础性产业，有色金属行业资源种类众多、产业关联度高、战略价值突出。9月底出炉的 《有色金属行业稳增长工作方案（2025—2026年）》（简称《方案》）为行业未来两年的稳增长目标任 务划出重点。 作为全球最大的有色金属生产国和消费国，我国有色金属行业如何实现高质量发展？直面外部冲击，以 高效利用提升资源保障能力、以科技创新提升高端供给水平、以高质量供给引领创造新需求，成为行业 共识。 量的扩张与质的提升 《方案》提出，2025—2026年，有色金属行业增加值年均增长5%左右，经济效益保持向好态势，十种 有色金属产量年均增长1.5%左右，铜、铝、锂等国内资源开发取得积极进展，再生金属产量突破2000 万吨，高端产品供给能力不断增强，绿色低碳、数字化发展水平持续提升。 中国有色金属工业协会会长葛红林表示，这既是上一轮稳增长方案的延续，也对行业高质 ...

Group 1 - Energy metals, precious metals, battery, and gold concept stocks are performing strongly, while black home appliances and internet e-commerce sectors are declining [1][2] - The ChiNext Index has risen over 1%, with battery, non-ferrous metals, and storage chip sectors leading the gains [1] - The Ministry of Industry and Information Technology and seven other departments issued the "Non-ferrous Metal Industry Stabilization Growth Work Plan (2025-2026)", emphasizing the comprehensive utilization of emerging solid waste such as used power batteries and photovoltaic components [1] Group 2 - The A-share market opened with mixed results; the Shanghai Composite Index opened flat, the Shenzhen Component Index rose by 0.3%, and the ChiNext Index increased by 0.43% [2] - The Hang Seng Index opened up 0.74%, with the Hang Seng Tech Index rising by 0.67% [3][4] - Pharmaceutical stocks are rebounding, with Lai Kai Pharmaceutical rising nearly 15% due to positive preliminary results in obesity treatment research [3]

Group 1: Core Concepts - The construction of beautiful cities and "waste-free cities" share a common pursuit for future urban development, focusing on high-quality living and sustainable development [1] - The "five beauties" goals of beautiful city construction—green and low-carbon, beautiful environment, ecological livability, safety and health, and smart efficiency—align closely with the principles of waste reduction, recycling, and safe disposal in waste-free cities [1] Group 2: Implementation Strategies - Emphasizing source reduction and green transformation is essential for solidifying the foundation of beautiful city construction, requiring collaboration among various departments to manage solid waste effectively [1][2] - The integration of resource recycling and facility fusion is crucial for enhancing the operational efficiency of beautiful cities, promoting a comprehensive approach to solid waste management [2] - The establishment of a "multi-network integration" system for urban solid waste collection and transportation is necessary to facilitate high-value utilization and clean regeneration of solid waste [2] Group 3: Safety and Regulation - Strengthening digital empowerment and information management is vital for enhancing the safety baseline of beautiful cities, particularly in the regulation of hazardous waste [3] - The development of new technologies for the comprehensive utilization of emerging solid waste types, such as retired batteries and solar panels, is a priority [3] Group 4: Value Creation and Community Engagement - The implementation of "waste-free cells" and the cultivation of demonstration models like "waste-free campuses" and "waste-free business circles" are key to enriching the development connotation of beautiful cities [4] - Establishing a green financial support system for waste-free city construction can enhance the availability of financial products for waste-free industries [4] - The focus on transforming solid waste recycling into a resource for green and low-carbon transitions is essential for realizing ecological and economic benefits in beautiful cities [4]

Core Viewpoint - The article emphasizes the importance of promoting green and low-carbon development in the manufacturing industry, highlighting the need for technological innovation, traditional industry transformation, and the establishment of a comprehensive support system for enterprises [1][2]. Group 1: Focus Areas of the Action Plan - The action plan will focus on three main areas: carbon footprint accounting standards for industrial products, the establishment of a new solid waste comprehensive utilization system, and the promotion of clean low-carbon hydrogen applications in the industrial sector [2]. - It aims to accelerate the development of carbon footprint accounting standards for key products such as steel, electrolytic aluminum, lithium batteries, and new energy vehicles, facilitating the reduction of carbon emissions throughout the product lifecycle [2]. - The plan will also address the comprehensive utilization of waste materials, particularly focusing on used power batteries and photovoltaic components, to prepare for the upcoming retirement peak [2]. Group 2: Key Strategies - Strengthening green technology innovation and application is a core direction of the action plan, aiming to fundamentally change manufacturing processes to reduce energy consumption and environmental pollution [3]. - The plan emphasizes the transformation of traditional industries, which are crucial yet challenging for green low-carbon development, by optimizing production equipment and processes to enhance energy efficiency and reduce emissions [4][5]. - For emerging industries, the plan advocates for high-standard green development, promoting clean energy use and resource recycling from the outset, particularly in sectors like new energy vehicles and photovoltaics [6]. Group 3: Technical and Policy Support - The action plan highlights the need for common technology breakthroughs, which are essential for supporting the green low-carbon development of the manufacturing sector, alongside the establishment of standardized practices [7]. - Optimizing policies and establishing a robust service system are crucial for creating a favorable environment for green transformation, including financial incentives and support services for enterprises [8].

Group 1 - The State Council of China has approved the "Manufacturing Green Low-Carbon Development Action Plan (2025-2027)", emphasizing the need for green technology innovation and the promotion of advanced green technologies [1] - The plan aims to accelerate the deep green transformation of traditional industries and promote the green development of emerging industries, focusing on clean energy and resource recycling [1] - As of the end of 2024, China has cultivated 6,430 green factories, accounting for over 20% of the total manufacturing output value, with significant investments in green low-carbon transformation projects exceeding 250 billion yuan [1] Group 2 - Despite progress in green development, China's manufacturing sector still faces challenges such as the need to improve green technology levels and optimize industrial structure [2] - The Ministry of Industry and Information Technology plans to establish a green low-carbon development mechanism and develop carbon footprint accounting standards for key products like steel and new energy vehicles [2] - There is a focus on the comprehensive utilization of waste materials, including used power batteries and photovoltaic components, to prepare for the upcoming retirement peak [2]

Core Viewpoint - The article emphasizes the importance of promoting green and low-carbon development in the manufacturing industry, highlighting the need for technological innovation and the establishment of effective ecological compensation mechanisms [2][3]. Group 1: Green Low-Carbon Development - The State Council has approved the "Manufacturing Green Low-Carbon Development Action Plan (2025-2027)", focusing on deep green transformation of traditional industries and high-start green development of emerging industries [3][4]. - Key industries such as steel, electrolytic aluminum, lithium batteries, and new energy vehicles will be prioritized for green transformation, with efforts to establish carbon footprint accounting standards [4]. - The plan aims to enhance resource recycling and promote clean energy and green products, supported by policies for equipment upgrades and technological advancements [3][4]. Group 2: Ecological Protection Compensation Mechanism - The meeting discussed the establishment of a comprehensive horizontal ecological protection compensation mechanism, which is crucial for ecological environment protection and regional collaborative development [2][5]. - The mechanism will focus on clear responsibilities, diverse methods, and efficient governance, promoting interaction between ecological product supply areas and beneficiary areas [5]. - The article mentions the implementation of the "Ecological Protection Compensation Regulations" in June 2024, which establishes basic rules for ecological protection compensation in China [5][6].

Core Viewpoint - The article emphasizes the importance of promoting green and low-carbon development in the manufacturing industry, highlighting the need for technological innovation and the establishment of effective ecological compensation mechanisms [1][3]. Group 1: Green Low-Carbon Development - The State Council has approved the "Manufacturing Green Low-Carbon Development Action Plan (2025-2027)", which aims to accelerate the green transformation of traditional industries and promote high-start green development in emerging industries [3]. - Key industries such as steel, electrolytic aluminum, lithium batteries, and new energy vehicles will be the focus for accelerating green upgrades and the establishment of carbon footprint accounting standards [4]. - The plan includes enhancing the recycling of resources and promoting clean energy and green products [3]. Group 2: Horizontal Ecological Protection Compensation Mechanism - The meeting discussed measures to improve the horizontal ecological protection compensation mechanism, which is crucial for enhancing ecological protection and promoting regional collaborative development [1][6]. - The mechanism aims to create a clearer responsibility framework and more diverse governance methods, ensuring a positive interaction between ecological product supply areas and beneficiary areas [6]. - The article highlights the need for a well-defined incentive and constraint policy to attract more social capital into ecological civilization construction [6][7].