Mining & Resources · 2.5

Resource Recycling

Quantified news impact based on deduplicated, quality-reviewed events in a single 60-day window.

Average net impact+36weighted per event

Average gross impact36absolute weighted average

Events3same period

Confidence84%model average

Raw intensity70before weighting

Previous period0net impact

Gross changeInsufficient base

Diffusion speed0.1 / day

Concentration35%

Direction disagreement200%

Source independence100%8 sources

Sample note: only 3 qualifying events. Metrics may be volatile.

IMPACT TREND

60-day effective impact

Positive 3 · Negative 0 · Mixed 0

+320-32

5 Jun0 events

10 Jun0 events

15 Jun0 events

20 Jun0 events

25 Jun0 events

30 Jun0 events

5 Jul0 events

10 Jul0 events

15 Jul0 events

20 Jul0 events

+17

25 Jul1 event

+32

30 Jul2 events

Current periodPrevious period

TIME HORIZON

Impact duration

Immediate0%0 cumulative effective impact

Short term100%139 cumulative effective impact

Medium term0%0 cumulative effective impact

Long term0%0 cumulative effective impact

CO-IMPACT

Related industries

EVENT EVIDENCE

Events ranked by effective impact

Page 1 of 1 · 3 events

Macro1

Macro27 Jul, 09:36positive

Industrial Firms' Profits Rise 18.7% in H1, Driven by Electronics and Nonferrous Metals

In the first half of the year, profits of China's above-scale industrial enterprises totaled RMB 3,947.99 billion, up 18.7% year on year, accelerating by 3.2 percentage points from the first quarter. Operating revenue grew 6.5%, and the operating profit margin reached 5.7%, the highest cumulative level since the start of 2024. The electronics sector posted a 96.9% profit surge, contributing 8.5 percentage points to overall growth, while the nonferrous metals sector rose 99.4%, contributing 4.7 percentage points. Mining and manufacturing profits also expanded, but utilities declined. The data reflect the rapid growth of new drivers such as AI-related computing demand.

Effective: +34
Intensity: 62
Confidence: 85%
Horizon: Short term

Industries2

Industries3 Aug, 20:21positive

2026 Power Battery Recycling Sector Faces Compliance Shakeout as New Rules Take Effect

A new regulation on power battery recycling, effective April 1, 2026, mandates mandatory scrapping and full-lifecycle digital traceability, reshaping China's recycling market. Over 1,200 illegal sites have been closed. In 2025, retired batteries totaled 820,000 tonnes, with over 400,000 tonnes recycled. The 2024 market exceeded RMB 48 billion. GEM recycled 53,000 tonnes in 2025 (up 46%) and plans to expand to 80,000 tonnes in 2026. European and Chinese companies are deepening partnerships, including Suez's acquisition of a 35% stake in Xunying New Energy and Gotion's EUR 950 million Spanish project.

Effective: +61
Intensity: 82
Confidence: 88%
Horizon: Short term

Industries30 Jul, 18:18positive

MIIT Abolishes Cascade Utilization Policy for Retired EV Batteries, Removes 100 Companies from List

The Ministry of Industry and Information Technology (MIIT) on July 30, 2026, abolished the "cascade utilization" policy for retired new energy vehicle power batteries, removing 100 companies from the standardized list. The move aims to eliminate market inertia and prevent fraudulent repackaging of used batteries. The notice also clarifies that retired batteries cannot be used in e-bikes or other prohibited areas. This follows a 2025 regulation that redefined comprehensive utilization as only recycling, and a 2026 joint enforcement action.

Effective: +37
Intensity: 65
Confidence: 80%
Horizon: Short term

Companies0

No evidence on this page.