中共江西省委常委、常务副省长任珠峰表示，江西培育壮大了95家企业列入国家规范公告名单，废钢 铁、再生铜等再生资源年利用量超过两千万吨，其中废旧动力电池再生利用企业数量居全国第一，铜、 稀土二次资源为生产环节提供原料比超过六成，远超全国平均水平，全省秸秆以及牲畜粪便等利用率也 保持高位，真正实现了变废为宝。 江西丰城是全国循环经济示范城市、国家首批绿色产业示范基地。中共丰城市委书记张书基介绍，丰城 具有坚实完备的产业基础，建成了循环经济专业园区，规上企业130家，带动集聚上下游企业一千余 家，形成废旧资源回收、拆解、分选、熔炼、精深加工的完整产业体系，构建了产能规模均超百万吨的 再生铜、铝、塑料三大产业链条，成功打造了从废料到原料到材料到产品的上下游配套产业集群。(完) （文章来源：中国新闻网） 中新网江西丰城12月23日电(记者华山)以"循环赋能、创新共生"为主题的2025循环经济产业创新发展大 会23日在江西丰城召开。来自行业协会、科研院所及企业代表等200余人参会，共商循环经济高质量发 展路径，助力"双碳"目标实现。 中国循环经济协会会长朱黎阳介绍，回首"十四五"，我国循环经济取得显著成效，累计综合利用大 ...

Core Insights - The rapid growth of China's renewable energy industry over the past two decades is now facing a significant challenge with the impending retirement of key components such as power batteries, photovoltaic modules, and wind turbine blades, which are becoming solid waste that needs proper disposal [1][2] - The "new three types" of solid waste are not merely waste but represent valuable secondary resources that can be effectively utilized through proper recycling, transforming them from environmental burdens into urban mines [1][4] Recycling and Economic Potential - The recycling of "new three types" solid waste is seen as a critical area for developing a circular economy, with the potential to significantly reduce carbon emissions and extend product lifecycles [2][9] - By 2025, it is estimated that the retired volume of power batteries in China will reach 820,000 tons, and by 2028, it will exceed 4 million tons. The first wave of retired photovoltaic modules is expected between 2025 and 2030, with an estimated 1.5 million tons by 2030 [2][3] - The economic value of recycling these materials is substantial, with retired power batteries containing metals at concentrations approximately ten times higher than those found in primary ores [3][4] Industry Challenges and Opportunities - The industry faces significant challenges, including environmental risks from improper disposal of hazardous materials found in batteries and photovoltaic modules, which can lead to soil and water pollution [3][10] - The market for recycling "new three types" solid waste is projected to be worth hundreds of billions, with companies actively seeking to capitalize on this opportunity [5][8] - The establishment of a robust recycling system is essential to prevent illegal dismantling practices and ensure environmentally friendly operations [9][10] Policy and Regulatory Framework - The Chinese government is actively promoting policies to support the recycling of "new three types" solid waste, with initiatives at both national and local levels aimed at establishing effective recycling systems [6][10] - There is a need for improved regulatory frameworks to clarify responsibilities among stakeholders in the recycling process, particularly regarding the disposal of retired wind turbine blades and photovoltaic modules [10]

Core Viewpoint - The "Nonferrous Metal Industry Stabilization and Growth Work Plan (2025-2026)" outlines key objectives for the industry to achieve stable growth and high-quality development in the face of external challenges [1][2]. Group 1: Industry Growth Targets - The nonferrous metal industry aims for an average annual value-added growth of around 5% from 2025 to 2026, with a 1.5% annual increase in the production of ten major nonferrous metals [2]. - The industry has seen significant improvements in operating performance, with profits exceeding 300 billion yuan annually since the 14th Five-Year Plan began, reflecting a 16.6% average annual growth [2]. Group 2: Resource Development and Innovation - The plan emphasizes efficient resource utilization and technological innovation to enhance high-end supply capabilities and create new demand [1][2]. - The Ministry of Natural Resources has announced a geological exploration investment of 115.994 billion yuan for 2024, marking four consecutive years of positive growth [2]. Group 3: Market Outlook and Production Capacity - The copper market is expected to remain in a growth cycle, driven by global supply shortages and rising copper prices, with companies like Shengtu Mining targeting a 50% increase in copper production capacity by the end of 2025 [3]. - The plan includes a focus on the strategic importance of resource recovery, aiming for a recycling metal output of over 20 million tons by 2025-2026 [5]. Group 4: Strategic Resource Recovery - Resource recovery has become a strategic priority, with a focus on the recycling of metals like copper, which has a historical recovery rate of 30% of total demand [6]. - Companies are expanding their operations to include recycling processes, with Tianqi Lithium establishing a tantalum-niobium recycling demonstration line [6]. Group 5: High-End Product Development - The industry is shifting from quantity expansion to quality enhancement, with a focus on high-end products such as high-purity gallium and solid-state battery materials [4][7]. - Companies are encouraged to collaborate on technology development and application verification to drive innovation in high-end materials [8].

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]

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]

Core Viewpoint - The article discusses the challenges and opportunities in the used power battery recycling industry, highlighting the mismatch between the anticipated retirement of batteries and actual market demand, as well as the impact of informal recycling channels on profitability [1][3][4]. Group 1: Industry Overview - The used power battery recycling industry is experiencing rapid growth due to the expansion of the electric vehicle market, with over 172,000 battery recycling-related companies in China, more than 60% of which were established within the last three years [3]. - Despite the industry's expansion, the actual utilization rate of battery recycling capacity is only 15.5%, with a significant gap between the projected retirement of batteries and the actual recycling volume [3][4]. Group 2: Market Dynamics - The market is characterized by a seller's market due to supply-demand mismatch, with high acquisition prices for retired batteries and low profitability for recycling companies [6][7]. - Informal recycling operations without environmental and safety certifications are exacerbating the situation by offering higher prices for retired batteries, further straining the profitability of legitimate companies [6][7]. Group 3: Future Outlook - Experts predict that the anticipated "retirement wave" of power batteries may be delayed by 4-5 years, impacting the expected influx of retired batteries into the recycling market [4][5]. - The industry is expected to face ongoing challenges, but there is potential for growth if companies enhance channel development and technological innovation [10]. Group 4: Regulatory Environment - The Chinese government is revising regulations to ensure retired batteries are funneled into legitimate recycling channels, with new guidelines expected to be released within the year [1][9]. - Recent provincial regulations in Sichuan aim to standardize the recycling process and establish regional centers to manage battery disposal effectively [9].

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]

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]