昨日，由中国资环旗下中资环国际公司从海外引进的20吨锂离子电池用再生黑粉原料运抵宁波并顺利通 过海关验收，这是《关于规范锂离子电池用再生黑粉原料、再生钢铁原料进口管理有关事项的公告》正 式实施后，我国首批进口锂离子电池用再生黑粉，为推动再生资源循环利用迈出重要一步。 为确保进口锂离子电池用再生黑粉原料的安全性和环保性等各方面指标符合要求，中资环国际公司严格 对照相关标准，对再生黑粉原料的镍、钴、锂、磷以及水溶性氟等关键指标提前进行了预检。 "通过前期调研，我们了解到国内废旧锂电池回收量有限、产能利用率不高，进口新规发布后，便迅速 沟通对接境内外上下游企业、物流和海关，率先打通'国际材料采购—跨境物流保障—国内客户交付'的 再生黑粉原料进口路径，积极搭建多层次、立体化、高效率的资源回收再利用体系。"中资环国际公司 动力电池业务负责人朱华丽表示。 图片由中国资环提供 中国资环工作人员对黑粉进行查验 作为循环经济领域的"国家队"，中国资环正加速布局动力电池、有色金属、新能源器件、电子电器等循 环利用业务板块，着力加强产业链上下游企业的协同合作，贯通资源回收、梯次使用、拆解、加工、再 利用全链条，加快打造全国性、功能 ...

年会预告 2025（第十五届）高工锂电年会 暨十五周年庆典&高工金球奖颁奖典礼 主办单位： 高工锂电、高工产研（GGII） 协办单位： 卡洛维德 总冠名： 海目星激光 年会特别赞助： 大族锂电 专场冠名： 欣旺达、英联复合集流体、逸飞激光、华视集团、欧科工业空调 金球奖全程特约赞助： 思客琦 时间&地点： 2025年11月18-20日 深圳前海华侨城JW万豪酒店 会议合作： 陈女士 13560731836（微信同号） 太蓝新能源固态电池项目入选国家重点 研发计划 01 ◆ 电池 ◆ 孚能科技获国内头部车企定点 8 月 15 日，孚能科技发布项目定点公告，公司收到国内某头部新能源商用车客户的项目定点通 知，项目车型将采用基于 SPS 超级软包动力电池解决方案 (Super Punch Solution) 设计的磷酸 铁锂动力电池，预计将于 2026 年开始供货。 02 南都电源下半年推出半固态民用锂电产品 南都电源 8 月 15 日在电话会议中表示，公司民用锂电业务主要集中在换电和整车配电上，通过 和整车厂合作，配合经销商模式进行产品推广，随着新国标推行，民用锂电安全性能要求会越来越 高，优胜劣汰，公司下半年也 ...

Economic Policy - The July 30 meeting emphasized the need for continuous macroeconomic policy support and timely enhancements, focusing on more proactive fiscal policies and moderately loose monetary policies to fully unleash policy effects [1][8] - The meeting highlighted the importance of cultivating new growth points in service consumption and expanding consumer demand while ensuring the improvement of people's livelihoods [1][9] Market Dynamics - On July 30, the Hang Seng Index fell by 1.36%, while the Hang Seng Tech Index dropped by 2.72%. Southbound funds recorded a net purchase exceeding 10 billion HKD [4] - China Chang'an Automobile Group reported a total revenue of 146.9 billion CNY for the first half of the year, with a target of 300,000 vehicles for the year, including 1 million in new energy vehicle sales [4] Industry Developments - The National AI Open Source Platform "Huanxin Community" was officially launched, with ZTE contributing 11 core technology achievements, including six self-developed large models [5] - The China Coking Industry Association called for a price increase in the coking market, with specific price adjustments for various types of coke effective from July 31 [5] Stock Market Movements - On July 30, polysilicon futures reached a limit-up price of 54,770 CNY/ton, marking a 9% increase [7] - The stock of Upwind New Materials experienced significant volatility, with a closing price of 92.07 CNY/share, up 9.37%, and a total market value of 37.1 billion CNY [7] Corporate Announcements - Nanjing Hongtai Sun Co., Ltd. announced a price increase for its 42% paraquat mother liquor to 15,000 CNY/ton due to fluctuating raw material prices and high demand [6] - Li Auto's stock saw a decrease in shareholding by BlackRock from 5.01% to 4.61% as of July 24 [4]

Core Viewpoint - The announcement by the Ministry of Ecology and Environment aims to regulate the import management of recycled black powder and recycled steel raw materials used in lithium-ion batteries, promoting the recycling of resources and ensuring compliance with specific guidelines [1] Summary by Relevant Categories Import Regulations - Recycled black powder for lithium-ion batteries is not classified as solid waste and can be imported freely, provided it is not mixed with other types of recycled materials [1] - Recycled black powder must not be imported in bulk and should be categorized separately during customs declaration [1] - Recycled steel raw materials are also not classified as solid waste and can be imported freely, with similar restrictions on mixing with other recycled materials [1] Customs Declaration - Different types of recycled black powder cannot be declared under the same customs declaration form [1] - For recycled steel, different categories can be declared under the same customs declaration form if they are independently packaged or physically separated [1] - Mixed loading of different categories of recycled steel is allowed if they can be distinguished during unloading [1]