港股概念追踪 | “换新+回收”物流体系加快发展比亚迪(01211)等相关企业有望受益(附概念股)

智通财经09-24

智通财经APP获悉，9月23日，国家发改委举行专题新闻发布会，介绍大规模设备更新和消费品以旧换新政策总体进展成效。发布会提到，加快“换新+回收”物流体系和新模式发展，进一步完善废旧产品设备回收网络。强化生产者责任延伸，支持企业建设回收废旧产品的逆向物流体系，推进退役风电光伏、动力电池等高效利用。国家发改委党组成员、副主任赵辰昕表示，下一步，国家发改委将会同有关方面，做好回收循环利用这篇大文章，加快...

网页链接

免责声明：本文观点仅代表作者个人观点，不构成本平台的投资建议，本平台不对文章信息准确性、完整性和及时性做出任何保证，亦不对因使用或信赖文章信息引发的任何损失承担责任。

精彩评论

我们需要你的真知灼见来填补这片空白

发表看法

{"i18n":{"language":"zh_CN"},"isChannel":false,"data":{"share":"https://www.laohu8.com/m/news/2469096451?lang=zh_CN&edition=full","thumbnail":"","is_english":false,"pubTime":"2024-09-24 08:59","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2469096451","market":"hk","top_or_hot":-1,"title":"港股概念追踪 | “换新+回收”物流体系加快发展 比亚迪(01211)等相关企业有望受益(附概念股)","media":"智通财经","content":"<div>\n<p>智通财经APP获悉，9月23日，国家发改委举行专题新闻发布会，介绍大规模设备更新和消费品以旧换新政策总体进展成效。发布会提到，加快“换新+回收”物流体系和新模式发展，进一步完善废旧产品设备回收网络。强化生产者责任延伸，支持企业建设回收废旧产品的逆向物流体系，推进退役风电光伏、动力电池等高效利用。国家发改委党组成员、副主任赵辰昕表示，下一步，国家发改委将会同有关方面，做好回收循环利用这篇大文章，加快...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1186203.html\">网页链接</a>\n\n</div>\n","source":"stock_zhitongcaijing","html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>港股概念追踪 | “换新+回收”物流体系加快发展 比亚迪(01211)等相关企业有望受益(附概念股)</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\n港股概念追踪 | “换新+回收”物流体系加快发展 比亚迪(01211)等相关企业有望受益(附概念股)\n</h2>\n\n<h4 class=\"meta\">\n\n\n2024-09-24 08:59 北京时间&nbsp;&nbsp;&nbsp;<a href=http://www.zhitongcaijing.com/content/detail/1186203.html><strong>智通财经</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>智通财经APP获悉，9月23日，国家发改委举行专题新闻发布会，介绍大规模设备更新和消费品以旧换新政策总体进展成效。发布会提到，加快“换新+回收”物流体系和新模式发展，进一步完善废旧产品设备回收网络。强化生产者责任延伸，支持企业建设回收废旧产品的逆向物流体系，推进退役风电光伏、动力电池等高效利用。国家发改委党组成员、副主任赵辰昕表示，下一步，国家发改委将会同有关方面，做好回收循环利用这篇大文章，加快...</p>\n\n<a href=\"http://www.zhitongcaijing.com/content/detail/1186203.html\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"81211","symbol_name":"比亚迪股份-R","start_time":0,"source_url":"http://www.zhitongcaijing.com/content/detail/1186203.html","article_id":"2469096451","we_media_id":null,"thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2469096451","pubTimestamp":1727139564,"sourceInfo":{"source_id":"stock_zhitongcaijing","name":"智通财经网"},"weMediaInfo":null,"summary":"发布会提到，加快“换新+回收”物流体系和新模式发展，进一步完善废旧产品设备回收网络。3月28日，国务院召开推动大规模设备更新和消费品以旧换新工作视频会议，国务院总理李强在会上强调，要加快“换新+回收”物流体系和新模式发展。建设“换新+回收”物流体系，能够提高资源的利用率，从而让企业降本增效，并促进节能减碳。比亚迪已经在全国设立了40余个动力电池回收网点，并在回收利用中心建成后将采取集中回收的模式。","collect":0,"end_time":0,"defaultTopTitle":"zhitongcaijing.com","property":[],"viewcount":null,"language":"zh","relate_stocks":{"81211":"比亚迪股份-R","BK0196":"行业龙头","LU1868837565.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"1\" (USD) ACC","BK1509":"特斯拉概念股","00285":"比亚迪电子","BK1580":"烟草概念","SG9999015945.SGD":"LionGlobal Disruptive Innovation Fund A SGD","LU0588546209.SGD":"Eastspring Investments - China Equity Fund AS SGD","BK0169":"共享汽车","SG9999015986.USD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (USD) ACC","01783":"晋景新能","LU0143863198.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES\"AU\" (USD) ACC","LU1861214812.USD":"Blackrock Future of Transport A2 USD","LU1064130708.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"I\" (USD) ACC","00976":"齐合环保","BK1607":"新IT概念","LU2328871848.SGD":"Eastspring Investments - China A Shares Growth AS SGD","HSCEI":"国企指数","BK1148":"建筑与工程","LU1861219969.SGD":"Blackrock Future of Transport A2 SGD-H","LU0289960550.SGD":"AB FCP I - GLOBAL EQUITY BLEND PORTFOLIO 'A' (SGD) ACC","BK0072":"苹果","LU2360107325.USD":"BGF FUTURE OF TRANSPORT \"A4\" (USD) INC","HSTECH":"恒生科技指数","LU0823426480.USD":"法巴中国股票经典Dis","002594":"比亚迪","01211":"比亚迪股份","LU0289739343.SGD":"SUSTAINABLE GLOBAL THEMATIC PORTFOLIO \"A\" (SGD) ACC","LU0359202008.SGD":"Blackrock China Fund A2 SGD-H","BK1537":"环保","LU0320764599.SGD":"FTIF - Templeton China A Acc SGD","LU1969619763.USD":"EASTSPRING INV CHINA A SHARES GROWTH \"A\" (USD) ACC","BK0014":"新能源汽车","BK0070":"员工持股","BK1119":"汽车制造商","BYDDY":"比亚迪ADR","SG9999001226.SGD":"UNITED SUSTAINABLE ASIA TOP 50 \"A\" (SGD) ACC","SG9999015952.SGD":"LIONGLOBAL DISRUPTIVE INNOVATION \"I\" (SGD) ACC","BK1522":"燃料电池","LU1868838027.USD":"CT (LUX) I GLOBAL EMERGING MARKET EQUITIES \"8\" (USD) ACC","LU0348735423.USD":"ALLIANZ HONG KONG EQUITY \"A\" (USD) INC","SG9999014674.SGD":"Nikko AM All China Equity A SGD","EVS.SI":"MSCI China Electric Vehicles and Future Mobility ETF-NikkoAM","YANG":"三倍做空富时中国ETF-Direxion","LU1064131003.USD":"FULLERTON LUX FUNDS - CHINA A EQUITIES \"A\" (USD) ACC","LU0823426308.USD":"法巴中国股票基金","LU2249611893.SGD":"BNP PARIBAS ENERGY TRANSITION \"CRH\" (SGD) ACC","LU0211977185.USD":"EASTSPRING INVESTMENTS GREATER CHINA EQUITY \"A\" ACC","BK1540":"电池"},"translate_title":"Hong Kong stock concept tracking \"replacement + recycling\" logistics system accelerates development BYD (01211) and other related companies are expected to benefit (with concept stocks)","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"81211":0.6,"00285":1,"YANG":1,"HSTECH":1,"HSCEI":1,"002594":1,"01211":1,"01783":0.9,"00976":0.9,"BYDDY":0.6,"EVS.SI":0.6},"content_text":"智通财经APP获悉，9月23日，国家发改委举行专题新闻发布会，介绍大规模设备更新和消费品以旧换新政策总体进展成效。发布会提到，加快“换新+回收”物流体系和新模式发展，进一步完善废旧产品设备回收网络。强化生产者责任延伸，支持企业建设回收废旧产品的逆向物流体系，推进退役风电光伏、动力电池等高效利用。国家发改委党组成员、副主任赵辰昕表示，下一步，国家发改委将会同有关方面，做好回收循环利用这篇大文章，加快构建覆盖各领域、各环节的废弃物循环利用体系，持续畅通资源回收利用链条，推动实现“去旧更容易，换新更便捷”。实际上，在该发布会前，2月23日，中央财经委员会第四次会议就提出，要鼓励引导新一轮大规模设备更新和消费品以旧换新，实施回收循环利用行动。3月28日，国务院召开推动大规模设备更新和消费品以旧换新工作视频会议，国务院总理李强在会上强调，要加快“换新+回收”物流体系和新模式发展。国家发展改革委最新表示，随着超长期特别国债支持大规模设备更新的共1500亿元资金全部安排到项目，将进一步支持工业、交通运输、物流等10余个领域的设备更新和回收循环利用，预计更新设备超过200万台(套)，将进一步为相关领域设备投资注入新的活力。随着新能源汽车产业的蓬勃发展，废旧动力电池的综合利用问题日益凸显。中国汽车工程学会数据显示，2023年我国退役动力电池总量超过58万吨。有机构表示，到2030年，中国动力电池回收量将达到602.8万吨，其市场规模将突破千亿元。废旧动力电池综合利用领域展现出巨大发展潜力。建设“换新+回收”物流体系，能够提高资源的利用率，从而让企业降本增效，并促进节能减碳。中信证券指出，电池回收是典型的新能源后周期行业，近年来新能源汽车的快速发展带来动力电池装机量的持续提升，对后续电池回收的增长空间起到强力支撑。考虑到6-8年的电池服役周期，叠加以旧换新政策的推动，该行预计退役电池的规模化放量拐点将至，预计2030年全球退役电池回收量有望达到831GWh，市场空间超千亿元。相关概念股：‌比亚迪(01211)‌：作为一家拥有IT、汽车及新能源三大产业群的新技术民营企业，比亚迪在电池拆解回收领域采取精细化拆解、材料回收、活化再生综合三步走策略。比亚迪已经在全国设立了40余个动力电池回收网点，并在回收利用中心建成后将采取集中回收的模式‌。晋景新能(01783)：公司是绿色能源基建领域的先行者，致力于提供一站式智慧能源管理解决方案，并凭借领先的回收及电池处置技术，搭建起全球动力电池回收循环产业链闭环。8月，该公司与菜鸟供应链签署谅解备忘录，双方将共同打造以香港为中心的电池材料交易中心，全面推进动力电池的循环利用及绿色物流产业链的发展;此外，公司亦宣布与多个合作方签订谅解备忘录，目前已在全球包括欧美及东南亚地区建立超过52个动力电池回收点，其中大部分运营超过20年。齐合环保(00976)：齐合环保业务广泛涵盖黑色金属、有色金属废料、报废汽车、电子废弃物的回收利用及再生铝锭制造。旗下企业顺尔茨环保(北京)有限公司专注于再生金属材料回收、加工、循环利用，致力于为报废汽车(ELV)拆解、金属材料生产和设备制造等行业提供金属再生的和动力锂电池回收解决方案。","kind":null,"is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"Policy And Regulatory","news_rank":0,"symbols":[],"gpt_button":0},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.29.0","shortVersion":"4.29.0","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2469096451"}

港股概念追踪 | “换新+回收”物流体系加快发展 比亚迪(01211)等相关企业有望受益(附概念股)

精彩评论

港股概念追踪 | “换新+回收”物流体系加快发展比亚迪(01211)等相关企业有望受益(附概念股)