以舊換新政策成效顯著,晉景新能(1783.HK)迎來發展新機遇
國家發改委23日舉行專題新聞發佈會,介紹大規模設備更新和消費品以舊換新政策總體進展成效。國家發改委黨組成員、副主任趙辰昕表示,下一步,國家發改委將會同有關方面,做好回收循環利用這篇大文章,加快構建覆蓋各領域、各環節的廢棄物循環利用體系,持續暢通資源回收利用鏈條,推動實現“去舊更容易,換新更便捷”。在相關政策帶來的巨大藍海市場的強大驅動下,新能源行業正迎來前所未有的發展機遇。其中,像晉景新能(1783.HK)這樣港股海外電芯循環賽道的領軍企業,有望憑藉其前瞻的戰略佈局和深厚的技術積累,其業務進展高度符合政策趨勢,有望受益於這一廣闊市場。首先,政策鼓勵加快“換新+回收”物流體系和新模式的發展,這將有助於晉景新能進一步完善廢舊產品設備回收網絡,提高廢舊電池的回收效率和數量。通過與菜鳥供應鏈的合作,晉景新能可以利用菜鳥集團龐大的物流網絡,為其全球電池回收佈局提供高效的收集及運輸支持。其次,強化生產者責任延伸的政策支持,將促進企業建設逆向物流體系。晉景新能與菜鳥供應鏈的合作,將共同發展和促進逆向物流業務,這為晉景新能提供了一個更廣闊的合作和發展空間。此外,政策還提出優化二手車交易登記管理,完善相關資源進口標準和政策,構建國際化回收循環利用更大的體系。這為晉景新能參與國際合作和市場競爭提供了有利條件,有助於企業拓展業務範圍,提升國際競爭力。
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