能源金属、贵金属、电池、黄金概念股走强，黑色家电、互联网电商板块走低。 09:33 创业板指涨超1%，电池、有色金属、存储芯片等板块涨幅居前。 09:27 电池板块开盘涨幅居前，天际股份涨超9%，湖南裕能、鹏辉能源、万润新能、容百科技、天宏锂电等个股跟涨。工信部等八部门印 发《有色金属行业稳增长工作方案（2025-2026年）》，提出强化废旧动力电池、废旧光伏组件等新兴固废综合利用。 09:26 A股开盘丨三大股指涨跌不一 上证指数平开，深成指涨0.3%，创业板指涨0.43%。能源金属、贵金属、电池、黄金概念股走强，黑色家电、互联网电商板块走低。 09:15 人民币对美元中间价报7.1089，调升63个基点。前一交易日中间价报7.1152。 09:22 港股开盘丨恒指高开0.74% 恒指高开0.74%，恒生科技指数涨0.67%。医药股回暖，来凯医药涨近15%，LAE102针对治疗肥胖症MAD研究取得积极初步结果；科网股 反弹，京东健康高开2%，中芯国际涨超1%；贵金属续涨，紫金矿业涨3%。 | H2l 恒生指数 | MW | 26321.57c | 193.37 | 0.74% | | --- | --- | ...

Core Viewpoint - The launch of the "Foundation Service" initiative for the resource recycling industry in Liaoning aims to establish it as a strategic pillar industry with distinct regional characteristics, promoting green and low-carbon industrial development [1] Group 1: Event Overview - The "Foundation Service" initiative was officially launched on August 27 in Shenyang, organized by the Provincial Department of Industry and Information Technology [1] - The Liaoning Resource Recycling Association was inaugurated during the event, signing agreements with various organizations including the China Circular Economy Association and Northeast University [1] Group 2: Strategic Goals - The initiative focuses on enhancing the resource recycling industry by building a solid foundation, creating platforms, aggregating resources, and strengthening services [1] - The provincial government aims to leverage the "dual carbon" goals, emphasizing the recycling of materials such as scrap steel, stainless steel, aluminum, copper, and used batteries [1] Group 3: Future Plans - The association will serve as a bridge for government-enterprise cooperation, an exchange platform for industry connections, a base for technological innovation, and a training center for talent development [1] - The full lifecycle management of the recycling industry will be implemented, covering the entire chain from waste generation to recycling, processing, and reuse [1]

Core Insights - The Ministry of Industry and Information Technology (MIIT) has announced the fifth batch of enterprises that meet the "Comprehensive Utilization Industry Norms for Waste Power Batteries of New Energy Vehicles," adding 68 new companies, bringing the total to 148 compliant enterprises [1][2] - The announcement indicates a growing recognition of the value of waste power battery recycling, transitioning from a cost-based disposal model to a profit-driven sales model [2][3] - The industry is experiencing rapid growth, with social capital showing high investment enthusiasm, leading to a significant increase in the number of enterprises engaged in waste power battery recycling [3][4] Industry Development - The comprehensive utilization of waste power batteries is a burgeoning industry that began accelerating in 2018, with the first batch of five enterprises primarily focused on recycling [2][4] - The MIIT revised the norms in December 2019 to include tiered utilization enterprises, reflecting the evolving landscape of the industry [2] - The announcement of compliant enterprises has become a benchmark for the industry, with over 90% of the total utilization volume attributed to these companies, significantly influencing technological advancements [3] Market Trends - The demand for lithium, cobalt, and nickel has surged due to the rapid growth of the new energy vehicle industry, leading to a tight supply and increased prices for battery raw materials [3][4] - Companies are exploring new business models, such as "waste for raw materials," to mitigate the impact of raw material price fluctuations and enhance resource recycling efficiency [4] - The industry is expected to transition from a growth phase to a mature phase, with the emergence of strong leading enterprises and increased market concentration [4][5] Technological Advancements - The recycling process for waste power batteries has improved, with the main recycling enterprises achieving a metal recovery rate of over 90%, reaching international advanced levels [3] - The MIIT's norms have provided clear guidelines for enterprises, fostering innovation and enhancing research and development capabilities within the industry [5]

尽管新能源汽车动力电池"退役潮"尚未到来，但废旧动力电池综合利用产业已挤满大量提前布局的企业。 当前行业面临双重压力：一是退役量预判与实际需求存在偏差，二是非正规回收渠道的冲击，导致市场呈现典 型的卖方特征和价格倒挂现象，整体盈利能力承压。 受访业内专家表示，预期在4—5年后到来的动力电池"退役潮"有助于缓解供需错配压力，但行业发展仍需加强 引导。当前，国家正在加紧修订《新能源汽车动力蓄电池回收利用管理暂行办法》，并将其升格为部门规章， 通过源头管控确保退役电池进入正规途径，并明确各行政单位、执法机构在推动行业规范发展中的分工，破 解"九龙治水而水不治"的难题，推动行业形成良币驱逐劣币的发展格局。 供需错配 行业寒冬延续 企查查数据显示，我国现存的17.2万家电池回收相关企业中，超六成企业于3年内成立。截至5月1日，2025年 我国新注册电池回收相关企业15202家。 然而，与产业扩张"热情"形成鲜明对比的是企业生产线的"冷清"。 《中国锂离子电池回收拆解与梯次利用行 业发展白皮书（2025年）》显示，截至2024年底，中国白名单锂离子电池的梯次利用和回收拆解产能为423.3 万吨/年，2024年中国废旧锂离 ...

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].

南都讯记者王玮发自北京国务院总理李强5月23日主持召开国务院常务会议，审议通过《制造业绿色低 碳发展行动方案(2025-2027年)》。 会议指出，推进制造业绿色低碳发展是大势所趋，要加快绿色科技创新和先进绿色技术推广应用，强化 新型工业化绿色底色。 我国制造业在绿色发展方面取得一定成效的同时，整体仍面临绿色技术水平有待提高、产业结构不够优 化、资源利用效率需进一步提升等问题。 此前，工业和信息化部有关负责人在2024年10月23日召开的国新办发布会上也曾透露，下一步，将着眼 健全绿色低碳发展机制，制定出台《制造业绿色低碳发展行动方案》，聚焦钢铁、电解铝、锂电池、新 能源汽车等重点产品，加快研制一批碳足迹核算标准。聚焦废旧动力电池，制定出台综合利用管理办 法。聚焦废旧光伏组件等，提前布局综合利用能力，为迎接退役高峰做好准备。聚焦清洁低碳氢应用的 瓶颈制约，加快推动其在冶金、化工、石化等行业规模化应用。 会议强调，要推进传统产业深度绿色转型，结合大规模设备更新等政策实施，积极应用先进装备和工 艺，加快重点行业绿色改造升级。要引领新兴产业高起点绿色发展，加大清洁能源、绿色产品推广，提 升资源循环利用水平。要加强共 ...

Group 1 - The core viewpoint of the article emphasizes that green development will become the core driving force for promoting high-quality economic development in China, as indicated by the approval of the "Manufacturing Green Low-Carbon Development Action Plan (2025-2027)" [1][3] - The meeting highlighted the necessity of advancing green low-carbon development in the manufacturing sector, accelerating green technology innovation, and promoting the application of advanced green technologies [3] - The government plans to focus on key products such as steel, electrolytic aluminum, lithium batteries, and new energy vehicles, and will develop carbon footprint accounting standards while preparing for the comprehensive utilization of retired products like used power batteries and photovoltaic components [3] Group 2 - Establishing a horizontal ecological protection compensation mechanism is crucial for enhancing ecological environment protection and promoting regional collaborative development [4] - The meeting called for a comprehensive, clear, and efficient horizontal ecological protection compensation mechanism, which will facilitate the interaction between ecological product supply areas and beneficiary areas [4] - The discussion on the revision of the Food Safety Law reflects the government's high emphasis on food safety issues, providing a stronger legal guarantee for ensuring the safety of food for the public [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 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].

国常会最新部署。 绿色低碳是新型工业化的生态底色，去年以来，工业和信息化部持续加强政策供给，联合相关部门出台了《加 快推动制造业绿色化发展的指导意见》，加强绿色工厂梯度培育和工信领域节能降碳技术装备推广应用，锻造 产业绿色竞争优势。 工业和信息化部有关负责人在2024年10月23日召开的国新办发布会上曾透露，下一步，将着眼健全绿色低碳发 展机制，制定出台《制造业绿色低碳发展行动方案》，聚焦钢铁、电解铝、锂电池、新能源汽车等重点产品， 加快研制一批碳足迹核算标准。聚焦废旧动力电池，制定出台综合利用管理办法。聚焦废旧光伏组件等，提前 布局综合利用能力，为迎接退役高峰做好准备。聚焦清洁低碳氢应用的瓶颈制约，加快推动其在冶金、化工、 石化等行业规模化应用。 健全横向生态保护补偿机制 5月23日，国务院总理李强主持召开国务院常务会议。审议通过《制造业绿色低碳发展行动方案（2025－2027 年）》，研究进一步健全横向生态保护补偿机制有关举措，讨论《中华人民共和国食品安全法（修正草 案）》。 会议指出，推进制造业绿色低碳发展是大势所趋，要加快绿色科技创新和先进绿色技术推广应用，强化新型工 业化绿色底色。要推进传统产业深度 ...

据了解，此次签约落户的动力电池高值化利用零碳工厂项目，在规划、建设、管理、运营全方 位系统性融入"碳中和"理念，利用园区独有的"轻工+化工"协同发展的产业配套优势，建设年 处理30万吨废旧动力电池"湿法回收和梯次利用"等生产模块。 同时高效利用光伏和储能系统，优化能源结构，助力园区打造新能源产业集群、提升区域循环 经济竞争力。项目全面投产后，可实现年产值超40亿元。 资料显示，百思凯新能源（上海）有限公司是上海天永智能装备股份有限公司的成员公司，专 注于退役磷酸铁锂电池的综合回收利用及磷酸铁前驱体材料生产，长期致力于锂电池材料循环 利用和新能源产业绿色可持续发展。 （ 来源：海融网 ） 倒计时5天 2025起点锂电圆柱电池技术论坛 暨圆柱电池20强排行榜发布会 据江苏淮安工业园区消息，2月19日，百思凯新能源（上海）有限公司动力电池高值化利用零 碳工厂项目签约落户。 活动主题： 聚集新 技术 探索新工艺 主办单位： 起点锂电、起点研究院（SPIR） 活动时间： 2025年2月28日 活动地点： 深圳宝安登喜路国际酒店2楼国际厅 活动规模： 500+人 行业首届圆柱电池技术论坛定档2025年2月28日，深圳举办 ...