Recycling Industry Events This Week (April 4.27-4.30)

Recently, the official website of Hunan Zhongbang Renewable Resources Technology Co., Ltd. released a public notice for the draft environmental impact report of the "Annual Processing of 10,000 Tons of Spent Lithium-Ion Batteries and Separator Crushing & Pyrolysis Project." After implementation, the production line will process 10,000 tons of spent lithium-ion batteries and separators annually, producing 4,100 tons of lithium battery black mass and 2,590 tons of copper-aluminum material.

Since March, the domestic tungsten market has trended higher and then pulled back. Driven by rigid supply and macro sentiment at the beginning of March, prices rose rapidly, with 65% wolframite concentrate hitting a record high of 105,000 yuan per standard ton. Starting from mid-March, profit-taking by investors, downstream resistance to high prices, and a general correction in commodity markets led to a gradual price pullback, pushing the entire market into a phase of supply-demand game.

The 2026 SMM (3rd) Global Renewable Metal Industry Chain Summit & Battery Recycling Forum will be held in Tokyo, Japan, from May 11–12, 2026. The summit aims to bring together leading global enterprises, research institutions, industry experts, and policymakers in the fields of renewable metals and battery recycling.

Capacity side, according to incomplete statistics, the domestic alkaline electrolyzer market remained at 43.77 GW and the PEM electrolyzer market remained at 2.7 GW, with no new capacity added. The 16 green electricity smart hydrogen production systems built by Shuangliang Group for ACME Group’s Oman green ammonia project with a daily output of 300 mt officially commenced shipment. Updates on electrolyzer projects: Xinjiang Hynda Energy Technology Co., Ltd.: The EPC tender was released for an integrated production line project with an annual production of 120,000 mt of green hydrogen and 700,000 mt of green ammonia. It is understood that this project is the largest green ammonia producer in China in terms of both scale and production, with a total investment of 10 billion yuan. At present, company registration, project filing, and equipment selection have been completed. The preliminary site is in Wusu West Industrial Park, covering about 600-800 mu; the next step will be to accelerate project planning and design, EIA, energy assessment, safety assessment, and other pre-project procedures, striving to commence production and achieve results as early as possible. Sinopec Sales Co., Ltd. Xinjiang Jiangbei Petroleum Branch: The first public notice for the EIA information disclosure of the new construction project of the Kunlun Road integrated energy supply station in Karamay District was released. Construction location: opposite the bus company on Kunlun Road, Karamay District. Construction content: the project covers an area of 7,504.01 m², with a newly built station building of 390 m² and a canopy of 450 m²; it will include 4 oil storage tanks, 2 fuel dispensers, 1 set of LNG skid-mounted equipment, 2 fast charging piles, 1 set of water electrolysis hydrogen production equipment, a set of hydrogen storage cylinders, and one set of hydrogen skid-mounted and refueling equipment. Annual sales: 3,500 mt of refined oil products, 800 mt of LNG, and 120 mt of hydrogen. China Coal Pingshuo Group Co., Ltd. : A change announcement was released for the procurement project of complete sets of alkaline electrolyzer equipment and ancillary facilities for Phase I of the 600,000 kW off-grid renewable energy hydrogen production project in the coal mining subsidence area of China Coal Pingshuo Group (green hydrogen coupled with the coal chemical segment), and the bid opening time was postponed to March 17, 2026. It is understood that the project adopts a main-and-auxiliary supply model, and the quotation includes 12×1,200 Nm³/h alkaline electrolyzers, 3×4,800 Nm³/h gas-liquid separation systems, 3×4,800 Nm³/h gas purification systems, etc. Junrui Green Hydrogen Energy (Shangdu County) Co., Ltd. : The 30,000 mt/year hydrogen production project in Lingyuan City completed filing. Total investment was 146,037 yuan; the project covers 375 mu, including an electrolysis workshop, 2 purification and compression workshops, a power station, a hydrogen tank farm, etc.; core equipment includes 84 sets of 1,000 Nm³/h electrolyzers, hydrogen storage tanks, as well as hydrogen purification units, compressors, etc. Inner Mongolia Green Hydrogen Steel Union Technology Co., Ltd.: The filing for the green electricity and green hydrogen steel mill plant construction project, a banner/county industrial project, was successfully completed. It was learned that the project’s main construction location is Guyang County, Baotou City; total investment: 1.02 billion yuan, funded by self-owned capital; planned construction period: from March 2026 to October 2027; construction content: construction of green electricity, green hydrogen, and green steel plant buildings and auxiliary facilities. Inner Mongolia Junhong Technology Co., Ltd.: Cancellation of the Green Methanol Plant Building Construction Project. It was learned that the Green Methanol Plant Building Construction Project of Inner Mongolia Junhong Technology Co., Ltd. is located in Baotou City—Guyang County—Jinshan Industrial Park. The project entity is Inner Mongolia Junhong Technology Co., Ltd., with a total investment of 1.5 billion yuan. Policy Review 1. Premier Li Qiang delivered the Government Work Report at the Fourth Session of the 14th National People’s Congress, emphasizing that efforts must be made to advance the development of a green, low-carbon economy. Specific measures include: improving relevant policies to promote green and low-carbon development; carrying out actions to improve quality, reduce costs, and cut carbon emissions in key industry; further advancing the development of zero-carbon industrial parks and factories; establishing a national low-carbon transition fund and actively fostering emerging growth drivers such as hydrogen energy and green fuels; implementing strong and effective controls over high energy-consuming and high-emission projects, accelerating the phase-out of outdated capacity, while supporting innovation and application of green and low-carbon technology and equipment; improving the mechanism for total resource volume management and the comprehensive conservation system, and strengthening the recycling and utilization of renewable resources. 2. The European Commission stated that it will maintain the fertilizer carbon tariff mechanism, while simultaneously implementing temporary tariff reductions and exemptions for fertilizers such as ammonia and urea, in order to balance environmental protection goals with agricultural cost pressure, ensure fair competition, and stabilize clean energy investment. 3. The European Commission approved a 4 billion euro dedicated fund for electrolyzers, providing a 30% equipment cost subsidy for projects with capacity ≥500MW/year, and setting the 2030 electrolyzer efficiency target for green hydrogen projects at ≥60% (LHV basis). Enterprise Updates Shandong Port Qingdao Port (Group) Co., Ltd. : At the Qianwan Port Area of Shandong Port Qingdao Port, the methanol bunkering vessel “Jianhang Lida” successfully carried out 2,500 mt of green methanol ship-to-ship bunkering operations for two international seagoing vessels. SPIC Green Energy Co., Ltd.: Tender Announcement for the 10th Batch of Centralized Tenders in 2026 (infrastructure projects). This includes multiple tenders related to the Lishu wind and solar power hydrogen-ammonia-methanol project: the foundation pile detection service project for the Lishu wind and solar power green hydrogen biomass-coupled green methanol project; the non-destructive detection service project for the Lishu wind and solar power green hydrogen biomass-coupled green methanol project; and the EPC project for the design and construction of the fine interior fit-out of the office building and canteen in the plant-front area of the chemical section of the Lishu wind and solar power green hydrogen biomass-coupled green methanol project. Hangzhou Fenghua Hydrogen Energy Technology Co., Ltd. : The major project approved by the Zhejiang Provincial Department of Marine Economic Development, jointly applied for with Windey, Baimahu Laboratory, Zhejiang University of Technology, and others—R&D and application demonstration of key equipment for an offshore wind power direct-coupled hydrogen production off-grid system—was approved. Tangshan Haitai New Energy Technology Co., Ltd. : Held a symposium with Beijing Energy International Holding Co., Ltd. The two sides focused on areas such as the construction of green electricity transmission corridors into Beijing and green hydrogen pipeline transportation, and conducted discussions and exchanges on deepening cooperation. China Huadian Corporation Ltd. : Party Secretary and Chairman Jiang Yi held talks in Baotou with Chen Zhichang, Member of the Standing Committee of the Inner Mongolia Autonomous Region Party Committee and Party Secretary of the Baotou Municipal Party Committee, and Meng Qingwei, Deputy Party Secretary and Mayor. The two sides exchanged views on further deepening cooperation between central enterprises and local governments. CIMC Enric Holdings Limited​​​​​​​: Formally signed the Strategic Cooperation Framework Agreement in Jakarta with PT SAMATOR Group, an Indonesian provider of industrial gases and energy solutions. Based on their deep accumulation in energy equipment, industrial gases, and clean energy, the two sides reached a consensus on long-term strategic cooperation. Zhizi Automobile Technology Co., Ltd.​​​​​​​: Completed a Series B financing of several hundred million yuan, with investors including Shengshi Juxin, Guoxin Venture Capital, Hebei Industrial Investment, Green Era, Youda Shangrong, the Private Economy Fund, Huoshui Capital, and Huitou Zhizao. The funds will mainly be used for R&D of core technologies such as intelligent driving and autonomous driving, replenishment of working capital, and global market expansion. Patent Applications 1. Shanghai Institute of Ceramics, Chinese Academy of Sciences (China) published patent CN2025110028, developing a ceramic-based anion exchange membrane with a laboratory-tested service life of 80,000 hours. 2. Johnson Matthey (UK) filed patent WO2025109876, disclosing a Fe-Ni-Mo ternary non-precious metal catalyst formulation with activity close to platinum-based materials. Technology Footprint/Technical Specifications 1. Xi’an Jiaotong University and a Peking University team jointly developed a new-type osmium-based catalyst, significantly improving the efficiency and cost-effectiveness of AEM water electrolysis for hydrogen production, supporting the large-scale deployment of low-cost green hydrogen. 2. Johnson Matthey and Syensqo achieved efficient recycling and reuse of platinum-group metals and ionomers from PEM fuel cells and electrolyzers, significantly reducing the carbon footprint. 3. Relevant research teams from the School of Electrical Engineering of Xi’an Jiaotong University and the National Key Laboratory of Electrical Insulation and Power Equipment Materials successfully developed a Ru/Ti3C2Ox@NF seawater electrolysis bifunctional electrocatalyst. 4.《Technical Specification for Wind and Solar Power + ESS Coupled Green Electricity Electrolysis Hydrogen Production (No. T/CIEP 0272—2025), a group standard, was issued and implemented by the China Industrial Environmental Protection Promotion Association. Zhongneng Dayou Energy Technology Co., Ltd. successfully conducted R&D of a 100 kW-class PEM electrolyzer hydrogen production multi-field coupling test device. 5. GKN Powder Metallurgy announced that it had developed a new-generation high performance, high-porosity, high-purity porous transport layer (HP-PTL) for proton exchange membrane (PEM) electrolysis.

[SMM Hydrogen Energy Express] On March 5, Premier Li Qiang delivered the government work report at the Fourth Session of the 14th National People’s Congress, emphasizing that every effort must be made to advance the development of a green, low-carbon economy. Specific measures include: improving relevant policies to promote green, low-carbon development; carrying out actions to improve quality, reduce costs, and cut carbon emissions in key industries, and further advancing the development of zero-carbon industrial parks and factories; establishing a national low-carbon transition fund to actively foster emerging growth drivers such as hydrogen energy and green fuels; implementing strong and effective controls over high energy-consuming and high-emission projects, accelerating the phase-out of outdated capacity, while supporting innovation and application of green, low-carbon technology and equipment; improving the mechanism for managing total resource volumes and the comprehensive conservation system, and strengthening the recycling and utilization of renewable resources.

On February 2, the Zaozhuang Municipal Bureau of Ecology and Environment issued a public notice stating that the environmental impact assessment documents for the "Scrap Lithium Battery Recycling and Comprehensive Utilization Project," invested in by Tengzhou Sunwoda Renewable Resources Co., Ltd., have been approved. The project developer, Tengzhou Sunwoda Renewable Resources Co., Ltd., was established on May 31, 2024, with legal representative Qin Songxin and a registered capital of 20 million yuan. It is a project company under Sunwoda.

Although the China-U.S. dialogue in London sent a signal of easing tensions in rare earth magnetic material trade, the current situation in the industry is still marked by a contraction in short-term orders and a strong wait-and-see sentiment in the market. In the long run, Chinese magnetic material enterprises are leveraging this momentum to accelerate their transformation towards high-end and green development, with technological breakthroughs and supply chain restructuring becoming key bargaining chips for restarting cooperation in the future.

As a crucial strategic cluster for China's wire and cable industry, North China has cultivated a 100-billion-level industry chain ecosystem by leveraging its robust industrial foundation and policy dividends. However, compared to mature industrial belts like the Yangtze River Delta and Pearl River Delta, it still faces challenges such as insufficient coordination and room for improving innovation efficiency. Against this backdrop, SMM (Shanghai Metals Market) will host the 2025 SMM (First) North China Wire and Cable IndustryZ3/> in Ningjin, Hebei on August 8, 2025 , under the theme of " Gathering Strength in North China · Chaining the Future ". The event will convene enterprises across the entire industry chain including wire and cable, magnet wire, copper/aluminum conductors, and material equipment to jointly explore new development pathwaysZ10/>The conference focuses on three strategic directions: " Industry Chain Synergy · Mutual Benefits in the North ", " Smart Chain Integration · Green Energy Transformation ", and " Strategic Chain Collaboration · Global Competition-Cooperation " , aiming to promote resource integration, technological upgrading, and ecological co-construction for North China's wire and cable sector. Leveraging over a decade of industry expertise, SMM will establish a high-end communication platform to help enterprises seize market opportunities, enhance industry chain resilience, and inject new momentum into the high-quality development of North China's and even the nation's wire and cable industry. SMM, together with Tianjin Xinhong Recycling Resources Co., Ltd. & Jiangxi Baoqi New Materials Technology Co., Ltd. & Jiangxi Xindehai New Materials Technology Co., Ltd. , sincerely invites industry peers to gather in Ningjin, Hebei, and jointly embark on a new chapter for the industry! Click Registration Form to register immediately. We look forward to meeting you at the conference. Tianjin Xinhong Recycling Resources Co., Ltd. , located in Ziya Circular Economy Industrial Park, Jinghai District, Tianjin, specializes in recycling of renewable resources, non-ferrous metal rolling processing, and metal products manufacturing. The company operates a 50,000-mt/year continuous casting and rolling production line for electrical copper rods. Since its establishment, it has adhered to innovation-driven development, introduced advanced domestic and overseas production equipment and technologies following the principles of innovation, efficiency, quality, and safety. Guided by the philosophy of "Quality First, Service First", the company focuses on product excellence and customer collaboration to jointly create high-quality products. Jiangxi Baoqi New Materials Technology Co., Ltd. , situated at No. 286, Shenzhen Avenue, Jinggangshan Economic and Technological Development Zone, Ji'an City, Jiangxi Province, specializes in secondary copper recycling, non-ferrous metal rolling, and metal products manufacturing. Its main products include 8mm low-oxygen copper rods and 8mm-25mm upward-drawn oxygen-free copper rods. The company has a complete and scientific quality management system certification. Established in April 2022, the company has a registered capital of 50 million yuan and occupies an area of over 40 mu. It currently operates four production lines for oxygen-free rods using up-casting furnaces and one production line for low-oxygen rods using continuous casting and rolling. The annual production capacity includes 32,000 mt of up-cast oxygen-free copper rods and 50,000 mt of 8mm low-oxygen copper rods. Our company boasts advanced production equipment and mature production technology, offering top-notch pre-sales quality and after-sales service. Since its establishment, the company has adhered to innovation-driven development, introducing advanced production equipment and processes from domestic and overseas markets in line with the requirements of innovation, efficiency, quality, and safety. Upholding the principles of quality first and service first, the company focuses on products as its core and customers as its bridge, striving to collaborate with you to create high-quality and high-standard products. Guided by the quality policy of "integrity-based, customer-first, united and pragmatic, quality and innovative," the company's eternal business philosophy is "copper products, golden reputation," with the eternal pursuit of a "win-win" outcome with customers. We sincerely hope to collaborate with you for mutual development and a brighter future. Jiangxi Xindehai New Material Technology Co., Ltd. , located in the Industrial Park, Jintan Town, Jishui County, Ji'an City, Jiangxi Province, was established in July 2024 with a registered capital of 50 million yuan and occupies an area of over 70 mu. The up-cast oxygen-free copper rod production line was commissioned and put into operation in October 2024, with an annual production capacity of 40,000 mt of up-cast oxygen-free copper rods. The company is currently preparing to construct production lines for copper-based projects such as continuous casting and rolling low-oxygen copper rods and anode plates, as well as aluminum-based product production lines for aluminum ingots, aluminum billets, and deoxidized aluminum. These projects are expected to be put into production successively in 2025. Upon full commissioning, the company will achieve an annual production capacity of 150,000 mt of copper-based products and 50,000 mt of aluminum-based products. Guided by the quality policy of "integrity-based, customer-first, united and pragmatic, quality and innovative," the company's eternal business philosophy is "copper products, golden reputation," with the eternal pursuit of a "win-win" outcome with customers. We sincerely hope to collaborate with you for mutual development and a brighter future. ◆ Contact Information ◆ Tianjin Xinhong Renewable Resources Co., Ltd. Sales Department: Liu Runliang, 177 2012 3999 Procurement Department: Cai Rujian, 138 2041 6617 Jiangxi Baoqi New Material Technology Co., Ltd. Cui Deliang, 177 7781 3383 Zeng Xiaoqiang, 137 6712 8719 Jiangxi Xindehai New Material Technology Co., Ltd. Liu Runliang, 177 2012 3999 Click here to participate immediately 2025 SMM (Inaugural) North China Cable Industry Conference SMM Conference Contact Person Li Haiyang 135 2411 0203 lihaiyang@smm.cn

Recently, to promote the recycling of renewable resources and standardize the import management of regenerated black mass raw materials for lithium-ion batteries and regenerated steel raw materials, the Ministry of Ecology and Environment, the General Administration of Customs, the National Development and Reform Commission, the Ministry of Industry and Information Technology, the Ministry of Commerce, and the State Administration for Market Regulation jointly issued the "Announcement on Matters Related to Standardizing the Import Management of Regenerated Black Mass Raw Materials for Lithium-ion Batteries and Regenerated Steel Raw Materials," which will come into effect on August 1, 2025.