政策层面为格林美等企业的赴港上市提供了有力支持。中国证监会2024年4月发布的《5项资本市场对港 合作措施》明确表示，支持内地行业龙头企业赴香港上市，利用两个市场、两种资源规范发展。在海外 上市不确定性增加的背景下，港交所降低H股最低发行门槛，境内企业赴港的融资渠道进一步疏通。 在内地企业赴港上市的热潮下，动力电池回收企业格林美也计划开启"A+H"双融资模式。8月24日晚， 格林美（002340.SZ）发布公告称，公司已先后召开董事会、监事会，审议并通过了赴港发行H股并在 香港联交所主板上市的相关议案，这标志着其H股上市筹划工作正式启动。 格林美成立于2001年，总部位于深圳，其核心业务聚焦于"电池材料"与"电池回收"两大板块。近年来， 随着动力电池退役潮来临，格林美的电池回收业务快速增长。数据显示，格林美年废旧电池年处理能力 达数十万吨，回收处理退役动力电池占中国总量的10%以上，年回收的镍资源占中国原镍开采量的20% 以上，是目前全球最大的动力电池回收企业。 早在2010年，格林美在深交所挂牌上市，2022年，其在瑞士交易所发行GDR(全球存托凭证)。而此次赴 港上市，格林美在公告中表示，这主要是为了满足 ...

Industry Information - In July, China's power battery installation volume reached 55.9 GWh, a year-on-year increase of 34.3%, with lithium iron phosphate accounting for 80.4% of the total [9][10] - The China Association of Automobile Manufacturers reported that in July, 1.262 million new energy vehicles were sold, marking a year-on-year growth of 27.4% [9][10] - Cumulative production of power and other batteries from January to July reached 831.1 GWh, with a year-on-year increase of 57.5% [9] - Cumulative installation volume of power batteries from January to July was 355.4 GWh, a year-on-year increase of 45.1% [9] - The cumulative sales of new energy vehicles from January to July reached 8.23 million units, with a year-on-year increase of 39.2% [10] Policy Information - A new national standard for the transportation of power lithium batteries will be implemented starting February 1, 2026, focusing on safety and efficiency in transport [21] - The Qinghai Provincial Energy Bureau is soliciting opinions on the management measures for electric vehicle charging and swapping infrastructure [21] - The Shenzhen Development and Reform Commission is seeking feedback on local standards for supercharging stations and their integration with the urban power grid [21] - The Jilin Provincial Energy Bureau has issued guidelines for subsidies related to the construction and operation of battery swapping stations [21] - The Guangzhou Municipal Industry and Information Technology Bureau has released a plan for the high-quality development of virtual power plants, aiming for a capacity of 5 million kW by the end of 2027 [20] Company Information - CATL has launched a battery repair service to address the high costs associated with battery replacement, offering repair prices significantly lower than full battery replacement costs [13] - A new battery recycling company has been established with an investment of 650 million yuan, focusing on the recycling and reuse of used power batteries [15] - The project for CATL's extreme film project has commenced in Xining, Qinghai, marking a significant step in their strategic cooperation with the city [17] - The Sea Owl flying car global headquarters project has started construction, with a total investment of approximately 1 billion yuan [17] - The first resident vehicle-grid interaction pilot project has been launched in Guangzhou, allowing electric vehicles to supply power back to the grid [17][18]

Core Insights - The domestic battery recycling market is expected to experience a peak in retirements due to the increasing number of electric vehicles (EVs) reaching their eight-year warranty period and the implementation of various subsidy policies for EV replacements. It is projected that by 2030, the market size for battery recycling will exceed 100 billion yuan [1] Group 1: Registration Growth - The number of registered battery recycling companies has shown a significant increase, with a year-on-year growth of 9.32% in the first five months of the year. As of now, 20,800 companies have been registered, with 18,270 existing companies in total [2] Group 2: Geographic Distribution - Battery recycling companies are primarily concentrated in the East China region, accounting for 31.78% of the total. Other regions include South China, Central China, and Southwest China, with respective shares of 16.3%, 14.37%, and 13.17% [3] Group 3: Company Age - Over 60% of battery recycling companies have been established in the last three years, with 40.05% founded between one to three years ago and 23.56% established within the last year. Companies that have been in operation for over ten years represent the smallest share at 4.9% [4]

据华友钴业官微发文称，旗下浙江华友循环科技有限公司、衢州华友资源再生科技有限公司与LG新能源正式签署合资协议，分别在南京、衢 州两地成立预处理和再生冶金两家合资公司，双方暂未披露合资公司的各自持股比例。双方计划分别在南京、衢州建设两座电池回收工厂。其 中，预处理工厂将建设在南京，后处理厂则将建设在衢州。 （ 来源：综合报道） LG新能源4月29日宣布，与法国环境服务商Derichebourg成立电池回收合资企业，将投建电池回收工厂。两家公司持股比例各为50%。工厂 选址于法国北部瓦兹河畔布吕耶尔，预计2026年动工，2027年投产，年处理能力超2万吨。 此前在2023年8月， LG新能源还曾 联手华友钴业，在华布局电池回收业务。 are 全球领导 的电子 2 2 2 台 服 务 内 容 FT 品牌服务 研究咨询 资本服务 政府服务 品牌 论坛 研究 数据 融资 Ibo 规划 招商 宣传 报告 调研 咨询 报告 服务 展会 服务 雷 销 会员 品牌 旋滑 豐拔 国专 政府 投资 定位 顾问 顾问 合作咨询 邱先生 189 3802 3176 2 12 2 1 1 1 1 2 - 2 1 - 2 - 2 1 - ...