日前，国务院印发《固体废物综合治理行动计划》(以下简称《行动计划》)。 《行动计划》要求，各地区各有关部门在党中央集中统一领导下，结合实际抓好贯彻落实。地方各级政 府切实履行主体责任，完善工作制度，细化目标任务，确保落地见效。各有关部门按照职责分工，落实 重点任务，形成工作合力。坚持"谁污染、谁治理"，压实固体废物污染主体的防治责任。 固体废物综合治理行动计划 为加强固体废物综合治理，推进美丽中国建设，加快经济社会发展全面绿色转型，制定本行动计划。 《行动计划》提出，到2030年，重点领域固体废物专项整治取得明显成效，固体废物历史堆存量得到有 效管控，非法倾倒处置高发态势得到遏制，大宗固体废弃物年综合利用量达到45亿吨，主要再生资源年 循环利用量达到5.1亿吨，固体废物综合治理能力和水平显著提升。 在工业领域，《行动计划》要求，加强工业固体废物源头减量。严格落实产业、环保、节能等政策，依 法依规淘汰落后产能。强化工业园区固体废物源头管控。大力推行绿色设计，支持企业改进生产工艺和 装备，强化工业生产精细化管控，降低固体废物产生强度。推动重点行业固体废物产生量与综合消纳量 逐步实现动态平衡。 《行动计划》还要求， ...

（文章来源：每日经济新闻） 每经AI快讯，1月4日消息，国务院印发《固体废物综合治理行动计划》，深入推进磷石膏综合治 理。"一库一策"推进磷石膏库环境风险隐患排查整治。加强磷石膏贮存、运输、利用等环节环境管理， 严格执行磷石膏利用和无害化贮存污染控制技术规范，依法严肃查处磷石膏相关环境违法行为。到2027 年，云南、湖北、贵州、四川、安徽、重庆等地区完成存量磷石膏库整治。 ...

在2025年结束之际，有"亚洲磷都"之称的贵州省黔南布依族苗族自治州又传来好消息：新能源材料领域 的关键原材料五氯化磷，其生产过程中氯气与三氯化磷反应控制难度大、尾气处理要求高及需要严格控 制含水等行业痛点被贵州磷化集团瓮福江山公司成功攻关，产品纯度提升至99%以上。 "原材料工业是实体经济的根基，是建设全国重要的资源精深加工基地和新能源动力电池及材料研发生 产基地的主阵地。"贵州省工业和信息化厅副厅长彭太接受媒体采访时说。 贵州矿产资源富集，煤、磷、铝、锰等52种矿产资源储量排在全国前十位，已发现矿种达137种，占全 国已发现矿种的80%。 坐落在黔南自治州的亚洲最大露天磷矿，已探明磷矿资源储量25.08亿吨。黔南自治州立足磷矿资源优 势，集中力量建设福泉—瓮安千亿级磷化工产业园区，园区总产值突破680亿元。 "目前，黔南湿法净化磷酸生产规模及市场占有率居全国首位，年均为国家保供磷肥15%以上，有力服 务国家粮食安全战略。"黔南自治州政府副州长韩龙说。黔南自治州磷化工产业集群入选全国首批100家 中小企业特色产业集群，实现了从"资源富地"到"产业高地"的精彩蝶变。 从"挖煤卖煤"过日子，到以"富矿精开"为关 ...

Group 1 - The core viewpoint emphasizes the need for a comprehensive governance strategy and supporting policy system for solid waste management to curb the growth of solid waste in China [1] - The State Council has initiated a solid waste comprehensive governance action plan, focusing on enhancing infrastructure for harmless storage, transportation, and disposal, while promoting resource utilization and circular economy development [1][2] - Solid waste, heavy metal pollution, and new pollutants management are crucial for advancing the construction of a beautiful China, with current challenges including a lack of scientific assessment indicators and insufficient policy support [1][2] Group 2 - China's solid waste generation exceeds 11 billion tons annually, with over 33 billion tons of industrial solid waste stored historically, posing ecological risks [2] - Recent investigations revealed over 20 environmental violations related to solid waste in 109 cities, primarily concerning illegal dumping of construction waste [2] - The need for a strategic plan for solid waste governance is highlighted, as the current economic development stage presents new challenges and changes in solid waste disposal [4][5] Group 3 - The growth rate of hazardous waste generation has slowed since 2019, indicating a shift in the solid waste disposal industry that necessitates a reform in management practices [5] - The demand for recycled building materials has decreased, suggesting that the management of large solid waste types should adapt to market supply and demand changes [5] - Effective management of solid waste requires a coordinated approach, including national and local planning, and the establishment of a comprehensive regulatory framework [6]

Core Viewpoint - The meeting held by the China Sulfuric Acid Industry Association and the China Phosphate Fertilizer Industry Association focuses on stabilizing supply and prices in the sulfuric acid and phosphate fertilizer industries to ensure stable fertilizer supply and pricing before the spring farming season, thereby reinforcing the agricultural input security for national food safety [1][2]. Group 1: Current Market Situation - Global sulfur resource supply is tight, leading to a significant price increase, with imported sulfur prices rising over 230% this year, reaching over 4100 yuan/ton at one point [1]. - As of December 11, the average domestic sulfur price hit a yearly high, with solid sulfur averaging 3936.88 yuan/ton (up 169.59% year-on-year) and liquid sulfur at 3992.75 yuan/ton (up 161.61% year-on-year) [1]. Group 2: Regulatory Measures - Export control measures require sulfuric acid exporters to prioritize domestic market needs and reduce export volumes, with any necessary exports priced no lower than domestic prices [2]. - Price control measures set December 11 prices as a baseline, prohibiting smelting acid producers from raising prices arbitrarily to ensure market stability [2]. - Sulfur companies are encouraged to establish an independent pricing system based on the domestic market to avoid significant fluctuations tied to international market prices [2]. Group 3: Industry Responsibilities - The sulfuric acid and phosphate fertilizer industries are urged to recognize the importance of food security and fertilizer supply, enhancing their sense of responsibility and prioritizing supply stabilization efforts [2]. - The China Sulfuric Acid Industry Association and the China Phosphate Fertilizer Industry Association are tasked with industry self-regulation, monitoring, and implementing supply stabilization measures, including promoting long-term purchase agreements between upstream and downstream companies [2]. Group 4: Technological Development - To alleviate sulfur resource supply pressure, the meeting discussed promoting phosphogypsum-based sulfuric acid production technology and coordinating supportive policies [3]. - Approximately 90 million tons of phosphogypsum are produced annually in China, with 1 ton of phosphogypsum capable of producing 0.45 tons of sulfuric acid, which could significantly supplement domestic sulfur supply if scaled effectively [3]. - Leading companies like Guizhou Phosphate Group and Yunnan Yuntianhua Co., Ltd. are advancing the application of phosphogypsum-based sulfuric acid technology, with some projects already operating stably for years [3].

Core Viewpoint - The green transformation of the phosphogypsum industry focuses on comprehensive utilization as a core challenge, with discussions at the 19th Gypsum Industry Technology Exchange Conference exploring new development paths that balance ecological, economic, and social benefits [1] Group 1: Demand and Supply Imbalance - Phosphogypsum is a byproduct of sulfuric acid wet-process phosphoric acid production, with approximately 4 to 5 tons generated for every ton of phosphoric acid produced [2] - In 2024, China's phosphogypsum production is expected to reach about 86 million tons, a year-on-year increase of 6.2%, with future annual production projected to remain above 80 million tons [2] - 80% of phosphogypsum is produced in Hubei, Yunnan, and Guizhou, with Hubei being the largest contributor [2] - The industry faces challenges due to land resource constraints and environmental pollution risks, leading to a comprehensive utilization rate of less than 50% [2] Group 2: Multi-faceted Solutions - China is accelerating the resolution of the "world-class challenge" of phosphogypsum utilization under the dual drivers of carbon neutrality goals and circular economy strategies [3] - The comprehensive utilization of phosphogypsum has developed a diversified approach, with cement retarders and gypsum building materials accounting for 31% and 28% of total utilization, respectively [3] - Ecological restoration utilization accounts for 22%, while mining filling utilization is 8%, and road construction materials utilization is 5%, which has increased by nearly 1 million tons compared to the previous year [3] Group 3: Regional Utilization Strategies - Different provinces are focusing on differentiated utilization strategies based on their specific conditions, with Hubei emphasizing gypsum building materials and road base materials [4] - Yunnan focuses on ecological restoration, while Guizhou is concentrating on mining filling and gypsum building materials, with a significant project expected to consume nearly 600,000 tons of phosphogypsum in 2024 [3][4] Group 4: Industry Development Potential - Despite market demand contraction, the gypsum industry has significant development potential, with urban renewal and the renovation of old neighborhoods creating new opportunities for green low-carbon gypsum building materials [4] - The high-value utilization of industrial byproduct gypsum in non-building material fields is also experiencing rapid growth, providing differentiated development paths for the industry [4] Group 5: Collaborative Efforts for Green Transformation - The gypsum industry is seen as a key support for "waste-free cities" and green buildings, with suggestions for strengthening collaborative efforts in key technologies and expanding into high-value product areas [5] - Recommendations include promoting collaboration between gypsum building material companies and phosphate fertilizer companies, enhancing funding and technology connections, and fostering clean production and intelligent transformation [6]

Core Viewpoint - The article highlights the resilience of Xinyangfeng (000902.SZ) in the fertilizer industry, particularly in the face of challenges such as demand weakness and cost pressures, while also noting its strategic shift towards lithium battery production [4][6]. Group 1: Company Performance - In the first three quarters of 2025, Xinyangfeng achieved a revenue of 13.475 billion yuan, representing a year-on-year growth of 8.96% [8][9]. - The net profit attributable to shareholders reached 1.374 billion yuan, showing a significant increase of 23.43% compared to the previous year [8][9]. - The company indicated that the delayed autumn fertilizer sales would positively impact the fourth quarter's performance, suggesting strong future earnings [11]. Group 2: Industry Position - Xinyangfeng is a leading player in the phosphate fertilizer sector, with a production capacity of 10.28 million tons per year, maintaining the top position in the industry [12]. - The company specializes in a range of products including conventional and new-type compound fertilizers, monoammonium phosphate, iron phosphate, and phosphogypsum [12]. - Xinyangfeng has consistently ranked first in compound fertilizer production and sales nationwide, and is among the top three producers of monoammonium phosphate [12].

Summary of Phosphate Chemical Industry Research Industry Overview - The phosphate chemical industry focuses on resource availability, policy impacts, regional distribution, capacity release, and environmental safety, which significantly influence supply dynamics [1][2][3] - Global phosphate resources are concentrated in Morocco, but the primary supply comes from China and other regions, with resource extraction policies setting the industry's tone [1][4] - The demand for phosphate products exhibits seasonal characteristics, influenced by national fertilizer control measures and price stabilization policies, as well as export policies and inventory decisions [1][5] Key Insights - **Resource Distribution**: Phosphate resources are unevenly distributed globally, with Morocco holding a significant share, while China, Russia, and the USA are traditional suppliers. Emerging suppliers like Saudi Arabia and Morocco have stabilized their supply growth after previous price competition [4][8] - **Domestic Supply in China**: China's phosphate resources are mainly located in Guizhou, Hubei, Yunnan, and Sichuan, with local policies and national guidelines affecting supply. Environmental regulations and specific regional policies significantly impact phosphate mining [9][10] - **Market Trends**: The phosphate fertilizer market has transitioned from low-concentration to high-concentration products, with a focus on monoammonium phosphate (MAP) and diammonium phosphate (DAP). The market is influenced by agricultural demand and the need for food security [12][14] Supply Chain Complexity - The phosphate chemical industry combines characteristics of nitrogen and potassium fertilizers, making its supply chain complex. It involves both upstream resource extraction and downstream manufacturing processes [2][3] - The industry is subject to external constraints from national fertilizer control and price stabilization measures, affecting supply and demand dynamics [2][5] Pricing and Trade Dynamics - The price difference for MAP and DAP in China exceeds 1,000 yuan, with DAP showing greater price stability due to the dominance of large state-owned enterprises [16] - The trade of phosphate products is significant, with downstream products having a higher trade share compared to upstream raw materials, reflecting the impact of national export policies [6][17] Environmental and Regulatory Factors - Environmental concerns related to phosphate production, such as water pollution and the management of phosphogypsum, affect the industry's supply side. Companies with established treatment pathways face less cost sensitivity compared to smaller firms [14][18] - The phosphate chemical industry is characterized by high concentration among leading firms, with state-owned enterprises playing a significant role in policy enforcement and market stabilization [15] Future Outlook - Key factors influencing the future of the phosphate chemical industry include changes in supply and demand dynamics, with integrated companies becoming the primary price-setting entities [13] - The industry is expected to continue evolving with a focus on efficiency improvements and the transition to higher concentration fertilizers, driven by agricultural needs and regulatory frameworks [12][14]

Core Insights - The industrial solid waste utilization rate is low, leading to an imbalance between generation and disposal, with temporary storage becoming the primary disposal method [1][2][3] - There are significant ecological risks associated with poorly managed temporary storage sites, which often become permanent dumping grounds due to low utilization rates [3][4] - Illegal dumping and inadequate regulation exacerbate the challenges in managing industrial solid waste [4][5] Group 1: Issues in Industrial Solid Waste Management - The comprehensive utilization of industrial solid waste is hindered by a lack of innovative methods, with reliance on construction materials and landfill disposal [2][3] - Temporary storage sites are often constructed without long-term planning, leading to ecological risks due to poor management and maintenance [3][4] - Many companies fail to maintain clear records of waste generation and disposal, complicating regulatory oversight and accountability [5] Group 2: Recommendations for Improvement - Companies should adopt clean production practices to reduce waste generation and enhance pollution control [6][7] - There is a need for increased collaboration between enterprises, research institutions, and universities to develop new technologies for waste utilization [6][7] - Implementing comprehensive monitoring and regulation strategies is essential to prevent illegal waste disposal and ensure compliance with environmental standards [7][8]

Core Insights - The article discusses the breakthrough in the comprehensive utilization of phosphogypsum, a byproduct of the phosphate chemical industry, which has been a significant environmental concern and a bottleneck for fertilizer production [1][4][5]. Group 1: Industry Challenges - Phosphogypsum has traditionally been stored outdoors due to technical limitations, leading to severe environmental pollution and becoming a bottleneck for the fertilizer industry [1]. - Recent policies in provinces like Sichuan and Guizhou link the production of phosphate fertilizers to the disposal of phosphogypsum, forcing many fertilizer plants to halt production due to inability to manage phosphogypsum [1][7]. - The phosphate chemical industry in China has over 400 companies, generating significant amounts of phosphogypsum, with a total stock exceeding 600 million tons and an annual generation of over 8 million tons, yet the utilization rate remains below 40% [6]. Group 2: Technological Breakthroughs - Jinzhengdai Group has developed a comprehensive utilization technology for phosphogypsum, marking a significant advancement in the industry [2][4]. - On August 26, 2020, Jinzhengdai Group signed cooperation agreements with several companies to invest in projects that utilize phosphogypsum, including a 2.4 billion yuan project for producing gypsum blocks and a 1.2 billion yuan project for producing plastic fillers [2][3]. - The technology developed by Jinzhengdai has reduced the cost of producing gypsum products by half, transforming waste into valuable resources [4][5]. Group 3: Market Opportunities - New policies in regions like Guizhou mandate that government-funded construction projects must use 100% phosphogypsum, while private investments must reach 50% [5]. - The advancements in phosphogypsum utilization technology have attracted interest from major real estate companies, such as Vanke, indicating a growing market for these products [5]. - The successful collaboration among companies in upgrading phosphoric acid facilities and producing gypsum powder is expected to yield significant economic benefits and meet local construction market demands [3][7]. Group 4: Future Outlook - Jinzhengdai aims to have 60% of wet-process phosphoric acid plants in China adopt this technology by 2026, addressing the resource utilization issue in the phosphate fertilizer industry [7]. - The company holds seven domestic invention patents and has received patent authorizations from six countries, indicating a strong position in the global market for phosphogypsum utilization [7].