有色金属废料的短缺迹象正在增强 在日本，铝废料的价格正在上涨。由于建筑物拆除工程的停滞，废料的产生正在减少。有声音提到了中 资企业的增加。在与中资企业的废料争夺战中，日本国内企业落败的情况很多…… 经营铝废料的东京铝中心（东京江户川区）的社长江川壮一看着厂区内喃喃自语。"装载废料的卡车的 进出明显减少，越来越冷清了"。他说，在雷曼危机时，由于制造业萧条，废料多到几乎无处可去，但 如今即使提高收购价格也很难确保货源。 以日本关东地区为中心开展业务的铝废料批发商组成的团体——轻金属同友会的数据显示，2024年会员 企业的交易量同比减少3.4%，连续3年减少。2025年"交易量仍在持续减少"（轻金属同友会的会长藤原 秀也）。 背后原因是废料的产生正在减少。由于劳动力短缺，日本老旧建筑物的拆除工程推进缓慢。2025年叠加 酷暑，拆除工程陷入停滞。在易拉罐材料方面，受4月啤酒类涨价的影响，出货量减少，空罐的产生量 也随之下滑。 制造企业在内部回收利用有色金属废料的趋势正在扩大，这使得流入市场的废料的减少。从可循环经济 和去碳化的观点来看，有色金属废料不可或缺。例如，日本铝压延大型企业UACJ提出方针称，将推进 从公司内 ...

Group 1: IPO Market Activity - The US IPO market showed high activity this week with 6 companies going public through traditional IPOs and 2 SPACs listing, alongside 13 companies filing for initial public offerings [1][8] - Alliance Laundry Holdings (ALH) raised $826 million with a market cap of $4.5 billion, pricing at the upper limit of its range, and saw a 14% increase in stock price [1][4] - Phoenix Education Partners (PXED) raised $136 million with a market cap of $1.3 billion, pricing at the midpoint of its range, and experienced a 13% stock price increase [1][4] Group 2: SPAC Listings - Two SPACs completed their listings this week: GigCapital8 raised $220 million and Lake Superior Acquisition raised $100 million, focusing on energy, social media, and consumer goods [3][4] - The SPAC market remains active, with several new SPACs filing for IPOs, including Xsolla SPAC 1 and Alussa Energy Acquisition II, both aiming to raise $250 million [5][7] Group 3: Company Performance - One and One Green Tech (YDDL) raised $10 million with a market cap of $27 million, and its stock surged by 31% [2][4] - Turn Therapeutics (TTRX) went public through direct listing but saw a 26% decline in stock price, opening at $10 [3][4] - Leifras (LFS) raised $5 million with a market cap of $10.5 million, but its stock fell by 5% [2][4] Group 4: Upcoming IPOs and Regulatory Changes - 13 companies have filed for IPOs, including BillionToOne and Evommune, each planning to raise $100 million [4][5] - The SEC issued new guidelines allowing companies to announce their pricing range during the IPO process, which may encourage more companies to proceed with listings amid macroeconomic uncertainties [9]

Core Viewpoint - One and One Green Technologies has successfully launched its IPO on the US stock market, showing a strong initial performance with a 14% increase in stock price [1] Company Overview - One and One Green Technologies specializes in waste and scrap metal recycling, primarily operating in the Philippines [1] - The company processes various raw materials into final products such as copper alloy ingots, aluminum scrap, and plastic pellets [1] Market Performance - The IPO price was set at $5, and the stock is currently trading at $5.7 [1]

Core Viewpoint - One and One Green Technologies has successfully launched its IPO on the US stock market, showing a strong initial performance with a 14% increase in stock price [1] Company Overview - One and One Green Technologies is a waste and scrap metal recycling company primarily operating in the Philippines [1] - The company processes various raw materials and transforms them into final products such as copper alloy ingots, aluminum scrap, and plastic pellets [1] Market Performance - The stock price of One and One Green Technologies reached $5.7, up from the IPO price of $5 [1]