（文章来源：证券日报） 证券日报网讯格林美11月17日在互动平台回答投资者提问时表示，在退役动力电池循环利用领域，格林 美已与全球超过1，000家汽车企业及电池制造商建立合作关系，并在中国设立了6家动力电池回收公 司，且均已纳入中国工业和信息化部白名单，构建了覆盖广、合规性强的回收网络体系。 ...

Core Viewpoint - The company, Greeenme, is strategically positioning itself in the battery recycling sector, projecting a gross margin of 7.47% for its battery recycling business by the first half of 2025 [2] Group 1: Business Strategy - The company has proposed a comprehensive value chain concept for the lifecycle of new energy, which includes battery recycling, residual energy reuse, raw material remanufacturing, material remanufacturing, and battery reassembly [2] - Greenme has established partnerships with over 1,000 automotive companies and battery manufacturers globally, enhancing its market presence [2] Group 2: Operational Achievements - The company has set up six battery recycling companies in China, all of which are included in the whitelist of the Ministry of Industry and Information Technology, ensuring a robust and compliant recycling network [2] - In the first three quarters of 2025, the company recycled and dismantled 36,643 tons of power batteries, marking a 59% year-on-year increase, indicating strong growth potential in the recycling sector [2]

Core Viewpoint - The company, Greeenmei, ranks second globally in the supply of ternary precursor materials, with its high-nickel ternary precursor materials for high-end models leading the market in shipment volume [2] Group 1 - According to Frost & Sullivan data, Greeenmei's global supply volume in the ternary precursor field is ranked second [2] - The company’s shipment volume of high-nickel ternary precursor materials for high-end models, specifically the 8 series and 9 series, is the highest in the global market [2] - In 2024, Greeenmei is projected to ship 126,600 tons of high-nickel ternary precursors, capturing a market share of 37.4% [2]

Core Insights - The company, Greeenmei, stated that its recycled tungsten resources account for 10% of China's total tungsten mining output [2] - In the first three quarters of 2025, the company's tungsten resource shipment volume reached 5,590 tons (measured in WC), representing a year-on-year increase of 22% [2]

Core Viewpoint - Greeenme's adoption of a cost-effective wet process for producing nickel-cobalt hydroxide (MHP) in Indonesia is expected to enhance product quality and reduce costs through the use of active magnesium oxide as a substitute for traditional precipitating agents [1] Group 1 - The company has significantly improved the nickel and cobalt content in MHP products while reducing the moisture content of the filter cake [1] - The cost advantage of magnesium oxide is anticipated to further drive cost reduction and efficiency improvements [1] - The company's research and development investment for the first half of the year amounted to 752 million RMB [1]

Core Viewpoint - Greeenme has established the world's largest recycling base for key metal resources, significantly enhancing its position in the global competition for critical metals [1] Group 1: Key Metal Resource Recycling - The company has built the largest recycling base for nickel, cobalt, and tungsten, with annual cobalt recycling exceeding 350% of China's original cobalt mining volume [1] - Annual nickel recycling accounts for 20% of China's original nickel mining volume [1] - Annual tungsten recycling represents 10% of China's original tungsten mining volume [1] Group 2: Future Projections - In 2024, the company plans to recycle 20,000 tons of nickel [1] - By the third quarter of 2025, cobalt recycling is expected to exceed 6,000 tons, significantly supplementing cobalt supply during the Congolese cobalt embargo [1]

Core Viewpoint - The company has successfully developed key technology for recycling rare earth permanent magnet materials from scrapped electric vehicles and electronic waste, indicating a significant advancement in its operational capabilities [1] Group 1 - The company is assessing market opportunities to expand into the rare earth permanent magnet materials and downstream application sectors [1] - The initiative aims to extend the industrial chain and create new growth drivers for the company [1]

Core Viewpoint - The company has successfully achieved full production capacity of 150,000 tons of metal nickel per year from its MHP project in Indonesia [1] Group 1 - The company is involved in a joint investment project with PT Vale Indonesia, producing 66,000 tons of nickel per year in the International Green Industrial Park (IGIP) in Indonesia, which is progressing smoothly [1]

Core Viewpoint - The company, Greeenmei, reported significant production and shipment figures for its nickel resources project in Indonesia, indicating strong operational performance and growth potential in the nickel market [1] Group 1: Production and Shipment Data - In the third quarter of 2025, the company shipped 35,939 tons of nickel metal, including its share of production capacity [1] - The average monthly shipment of nickel metal was nearly 12,000 tons, translating to an average daily production of approximately 400 tons [1]

证券日报网讯格林美（002340）11月17日在互动平台回答投资者提问时表示，截至2025年11月10日，公 司股东总户数426，077户。 ...