Dongjiang Environmental Protection, GEM, Gree and other listed companies are accelerating the layout of the waste home appliance recycling industry- Jiaxing Fuda Chemical Fiber Factory

Ministry of Commerce Spokesperson He Yadong It has been publicly stated that strengthening the construction of a recycling system for waste household appliances and other renewable resources is an important part of promoting large-scale equipment updates and the replacement of old consumer goods with new ones. As the national subsidy for the trade-in of consumer goods begins in 2025, how to improve the construction of the waste home appliance recycling system has once again become a hot topic.

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The waste home appliance recycling industry has become a new blue ocean

Beijing Aowei Cloud Big Data Technology Co., Ltd. The calculated data shows that I The current number of national electrical appliances in stock has exceeded 4 billion units. Based on the estimated safe service life of home appliances, which usually range from 8 to 10 years, these home appliances are undergoing a large-scale update wave. This means that in the next few years, there will be a large number of waste household appliances that need to be properly disposed of.

In recent years, a series of supporting policies have been released one after another to support the construction of a waste home appliance recycling system, and the waste home appliance recycling industry has become a blue ocean market.

For example, the Ministry of Commerce and other departments recently issued "Notice on doing a good job in replacing old home appliances with new ones in 2025" It was pointed out that local commerce authorities, together with relevant departments, are responsible for improving the construction of the waste home appliance recycling system and strengthening supervision and management. All localities should coordinate the relationship between "new home appliance purchase subsidies" and "waste home appliance recycling and disposal", give priority to supporting entities with waste home appliance recycling capabilities and proactively provide recycling services to participate in the old-for-new policy, and take multiple measures to facilitate consumers to exchange old for new.

Yuan Shuai, deputy secretary-general of Zhongguancun Internet of Things Industry Alliance He told reporters that the effective recycling and standardized dismantling of used household appliances is a key link to achieve resource reuse and reduce environmental pollution, and is also an important part of the circular economy. Improving the waste home appliance recycling system can promote the recycling of resources, improve resource utilization efficiency, reduce dependence on primary resources, and thus promote the development of a circular economy.

Gao Zelong, Secretary General of the New Quality Productivity Working Committee of the China Private Science and Technology Entrepreneurs Association In an interview with reporters, he said that under the guidance of policies, recycling companies will pay more attention to environmental protection and resource recycling, and reduce environmental pollution. At the same time, this also promotes the healthy development of the recycling industry and improves the competitiveness of recycling companies.

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Listed companies actively deploy

Against the above background, many listed companies have keenly grasped the potential of waste home appliances and other resource recycling businesses and have actively deployed them.

Dongjiang Environmental Protection (002672) Co., Ltd. (Hereinafter referred to as "Dongjiang Environmental Protection") The relevant person in charge told reporters that Dongjiang Environmental Protection is committed to developing into a "leading enterprise in China's recycling industry" and an "excellent comprehensive environmental service provider". The company is currently cooperating with local governments, including building green branches. Picking center projects, operating renewable resource recycling trading platforms, etc.; secondly, the company unswervingly promotes the transformation and upgrading of existing businesses, adheres to the strategic path of product front-end and differentiation, promotes the development of front-end products such as nano-scale copper salt series, and enhances New advantages in industrial competition.

GEM (002340) Co., Ltd. The relevant person in charge previously stated in an institutional survey that the company has signed strategic cooperation with 21 partners including Shenzhen SF Integrated Logistics Service Co., Ltd., Guangzhou Shiyuan Electronic Technology Co., Ltd., and Jingjin Equipment (603279) Co., Ltd. protocol. The cooperation content focuses on building a digital recycling platform, reverse recycling logistics supply chain service system, equipment updating, upgrading and remanufacturing, etc., to jointly promote the smooth implementation of the country's large-scale equipment updating and consumer goods trade-in strategy, and is expected to have a positive impact on the company's future business development.

Zhuhai Gree Electric Appliances (000651) Co., Ltd. (hereinafter referred to as "Gree Electric") stated through the interactive platform of the Shenzhen Stock Exchange that the company's industry covers two major fields: household consumer goods and industrial equipment. The industrial chain extends upstream to compressors, motors, chips, enameled wires, copper rods, capacitors, etc., and downstream Extended to green recycling of waste household appliances. The official website of the Ministry of Commerce recently released "Announcement on the Evaluation Results of Renewable Resource Recycling System Pilot Cities and Pilot Enterprises" It shows that four green renewable resource companies under Gree Electric Co., Ltd. in Shijiazhuang, Wuhu, Zhengzhou and Zhuhai were selected as the first batch of pilot enterprises.