仙桃2万吨废旧动力电池回收利用项目来了
<div class="wx_rich_media_content" id="jsWxContainer"><section style="text-align: left;" nodeleaf=""><span leaf="" style="font-family: "思源黑体 Light", sans-serif;"><span textstyle="" style="font-size: 16px;">近日，湖北省仙桃市生态环境局发布了《湖北百富再生资源有限公司年处理</span></span><span lang="EN-US" style="font-family: "思源黑体 Light", sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">2</span></span></span><span leaf="" style="font-family: "思源黑体 Light", sans-serif;"><span textstyle="" style="font-size: 16px;">万吨新能源废旧动力蓄电池回收拆解及综合利用项目》环境影响报告书第一次公示，这一举措引发行业关注。</span></span><br></section><section style="text-align: center;" nodeleaf=""><span class="wxart_image" wx-style="display:inline-block;"></span></section><p data-pm-slice="0 0 []"><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">该项目总投资</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">2.2</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元，利用原有建筑面积</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">10000</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">平方米仓房，建设年处理</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">2</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">万吨新能源废旧动力蓄电池回收拆解及综合利用项目。项目的推进将为当地新能源产业的资源循环利用带来积极影响。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">湖北百富再生资源有限公司成立于</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">2023</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">年</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">4</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">月，总部位于仙桃市长埫口镇</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">318</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">国道北侧，注册资本达</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">3.7475</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元，由武汉百富环保工程有限公司与格林美（武汉）城市矿山产业集团有限公司共同控股，分别持股</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">51%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">和</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">49%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">格林美（武汉）城市矿山产业集团是格林美股份有限公司的子公司，格林美在行业内实力强劲。格林美已在中国十一省市建成十六个废物循环园区，形成覆盖长三角、珠三角、华中与京津冀等核心区域的回收体系。其中，武汉、荆门、无锡、天津与深汕五大动力电池回收与处置基地年处理能力超</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">25</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">万吨，</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">2024</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">年回收量达</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">1.63</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">万吨（约</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">1.84GWh</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">），同比增长</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">36.72%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">在产业基地端，近十年格林美的废物循环与新能源产业基地由</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">3</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">个增加到</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">19</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">个，提升</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">6.3</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">倍；承载的年废物处理总量从</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">40</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">万吨扩大到</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">1,000</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">万吨，提升</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">25</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">倍。此外，格林美在中国、韩国、印尼建设了</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">7</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">个动力电池回收处理中心，回收处理的退役动力电池占全球的</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">10%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">以上，循环回收从服务中国到服务全球。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span lang="EN-US" style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">2024</span></span></span><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">年，格林美实现营收约为</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">332</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元，同比增长</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">8.75%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">，归属于上市公司股东的净利润约为</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">10.2</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元，同比增长</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">9.19%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">。经营活动产生的现金流量净额</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">30.55</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元，增长</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">41.14%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">；综合毛利率提升</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">3.05%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">，达到</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">15.29%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">。从季度数据来看，格林美</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">2024</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">年第四季度归属于上市公司股东净利润比前三个季度少，但扣除非经常性损益的净利润和经营活动产生的现金流量净额比前三季度多。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">在城市矿山开采领域，格林美回收利用镍钴锂钨关键矿产资源、退役动力电池、电子废弃物、报废汽车、废塑料等典型废弃物，构建了“电池回收箱—废弃物回收超市—废弃资源集散大市场—低碳循环工厂—城市矿山开采产业园”等多层次开采城市矿山的模式，实现镍、钴、锂、铜、锰、钨、金、银、铂、锗、镓、钪等</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">20</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">余种关键矿产资源的再制造。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">进一步细看，新能源电池材料及原料业务包括三元前驱体、四氧化三钴、正极材料和镍资源，相对应</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">2024</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">年的营收金额为</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">160.75</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元、</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">20.32</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元、</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">18.07</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元和</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">58.48</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">亿元，分别占当期营业收入比重</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">48.42%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">、</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">6.12%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">、</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">5.44%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">和</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">17.61%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">格林美独创的“报废端→再生端→材料端→产品端”全流程技术链，使其在循环经济领域形成难以复制的技术壁垒。在动力电池回收领域，公司突破了三元前驱体材料定向循环技术，实现镍钴锰回收率</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">99.3%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">、锂回收率</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">95%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">的行业纪录；对比光华科技的</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">92%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">镍钴回收率、华友循环的</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">90%</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">锂回收率，格林美在金属提纯效率上保持</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">3 - 5</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">个百分点的技术代差。技术优势的具象化体现在专利储备上，截至</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">2024</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">年上半年，格林美累计申请专利</span></span><span lang="EN-US"><span leaf=""><span textstyle="" style="font-size: 16px;">4,169</span></span></span><span leaf=""><span textstyle="" style="font-size: 16px;">件。</span></span><span lang="EN-US"><o:p></o:p></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">湖北百富再生资源有限公司在格林美的助力下，此次项目的推进有望为仙桃市乃至整个行业的动力电池回收利用事业注入新活力，推动产业向更高水平发展。</span></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;"><br></span></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;"><br></span></span></span></p><p><span style="font-family:思源黑体 Light,sans-serif;"><span leaf=""><span textstyle="" style="font-size: 16px;">来源:微信公众号<b>第一动力电池</b> 原创：Lucky</span></span></span></p><p style="display: none;"><mp-style-type data-value="3"></mp-style-type></p></div> 海容负极材料今年也将投产，仙桃的新能源电池产业未来可期。
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