钢铁水泥电解铝配额方案落地,高能布局金矿强化资源化协同,龙净国资增持价值 | 投研报告

中国能源网
Nov 25, 2025

东吴证券近日发布环保行业跟踪周报:环卫装备:2025M1-10环卫新能源销量同增61.32%,渗透率同比提升6.33pct至18.02%。25M1-10环卫车销量60675辆(同比+4.61%),其中新能源10931辆(同比+63.32%))。锂电回收:碳酸锂价格上涨,盈利能力改善。截至2025/11/21,三元电池粉锂系数周环比上涨,锂/钴/镍系数分别为73.8%/76.0%/76.0%。截至...

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