方案指出，鼓励在电炉钢产能集中区域建设大型废钢加工配送中心，推动废钢铁回收、拆解、加工、配 送一体化发展，提高废钢铁分类分级水平，推动废钢铁资源高效回收利用。支持建设废纸分拣加工中 心，加强箱板纸、书本纸、新闻纸等主要品类废纸供应。支持动力电池、储能电池生产企业加快建立完 善废旧电池回收利用体系。 （文章来源：新华社） 应用推广再生材料是完善废弃物循环利用体系、大力发展循环经济的重要手段，对保障我国资源安全、 增强产业链供应链韧性、推动实现碳达峰碳中和具有重要意义。方案明确，到2030年，废钢铁、废纸年 回收利用量分别超过3亿吨、8000万吨，再生有色金属、再生塑料年产量分别超过2500万吨、1950万 吨，汽车、电器电子产品、纺织、包装等领域再生材料替代使用比例稳步提升，再生材料应用对保障资 源安全、促进节能降碳的作用进一步增强。 新华社北京12月31日电（记者魏玉坤）国家发展改革委等部门印发的《再生材料应用推广行动方案》12 月31日发布，明确到2030年，废弃物循环利用体系进一步健全，再生材料推广应用等标准和认证体系逐 步建立。 ...

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 ...

废钢铁：随着以旧换新的持续实施，汽车拆解量增加（年增12%）和建筑废钢释放，带动国内废钢资源 进一步丰富，叠加进口废钢政策的放宽，预计2026年废钢铁总供给达到3.2亿吨左右，同比增长 12.28%。 热点栏目 自选股 数据中心 行情中心 资金流向 模拟交易 客户端 卓创资讯 钢铁特钢分析师赵泽泽 【导语】2026年来看，钢铁市场供应端继续受到政策方面限制，需求端房地产下滑放缓，制造业等需求 继续增加，整体市场供需矛盾放缓，钢材价格或重心小幅上移。 2025年尾声在即，钢铁市场除了在探究近期的行情变化之外，开始进一步思考冬储、乃至明年钢铁市场 会如何，这既是前瞻性的思考，也是我们做近期交易的前提。 2026年钢铁政策：导向明显 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》（2026-2030年）于2025年10月28 日正式发布。规划建议原文关于钢铁行业重点提到了两方面，其一为产业升级与结构优化，其二为绿色 转型方面，十五五规划建议为钢铁行业指明了"减量不是衰退，而是高质量发展"的转型路径，核心围 绕"控产能、优结构、促转型、提质量"展开。绿色化（低碳冶炼、超低排放）、高端化（特钢研发、质 量 ...

Core Viewpoint - The Ministry of Industry and Information Technology, along with four other departments, has issued a plan to stabilize growth in the steel industry for the years 2025-2026, focusing on securing raw material supply and enhancing production capabilities [1] Group 1: Raw Material Supply - The plan emphasizes stabilizing the supply of raw materials, particularly iron ore and coking coal [1] - It encourages the acceleration of key domestic iron ore projects to commence production and expand capacity [1] - Support will be provided for compliant mining enterprises to maintain normal production, avoiding a one-size-fits-all approach in industry regulation [1] Group 2: Long-term Agreements and Imports - The initiative aims to strengthen the supply and price stability of iron ore and coking coal by promoting long-term agreements between steel companies and coking coal enterprises [1] - There is encouragement for the import of high-quality coking coal and recycled steel resources [1] Group 3: Recycling and Processing - The plan includes the establishment of integrated bases for the recycling, processing, distribution, and smelting of scrap steel in regions with concentrated scrap resources [1]

Group 1 - The company plans to acquire a 43.05% stake in Loudi Jinhong New Materials Co., Ltd. for 48.6249 million yuan and will also increase its capital by 30 million yuan, resulting in a total investment of 78.6249 million yuan [1][2][8] - After the acquisition and capital increase, the company will hold a 55% stake in the target company, gaining control and consolidating it into its financial statements [1][2][8] - The target company's valuation is set at 113.1297 million yuan, with the acquisition price being slightly lower at 112.9539 million yuan [2][7] Group 2 - The target company, Loudi Jinhong New Materials Co., Ltd., specializes in the recycling and reuse of waste power batteries, particularly in the new energy sector [4][5] - The company aims to extend its business into the circular economy sector, aligning with national policies and market demands for battery recycling [12][13] - The acquisition is expected to enhance the company's revenue and profit margins while optimizing its business structure [12][13] Group 3 - The transaction will be financed entirely through the company's own funds, with sufficient liquidity available for the payment [13] - The target company has a stable customer base and holds qualifications that provide tax incentives, which will help reduce operational costs [12][13] - The company has set performance commitments for the target company, including annual revenue targets of no less than 250 million yuan from the acquisition date until the end of 2028 [10][11]

Core Insights - The report released by the China Material Recycling Association indicates that the recycling industry in China is expected to continue expanding in 2024, with a total recycling volume reaching 401 million tons, representing a year-on-year growth of 6.5% [1] - The total recycling value is projected to reach 1.33 trillion yuan, with waste steel remaining the most recycled material, accounting for over 60% of the total [1] - The successful implementation of the "old-for-new" policy for consumer goods has significantly increased the recycling volumes of discarded electrical and electronic products as well as scrapped vehicles [1] - The report highlights that the recycling system in China is becoming increasingly refined, driven by policy incentives and technological innovations, and the industry is moving towards standardization, scaling, and intensification [1]