Against the backdrop of global supply chain restructuring and accelerating green transition, the recycled metals industry is gradually entering a new phase of development. The International Copper Study Group (ICSG) forecasts that the global refined copper market may shift from surplus to a slight shortage by 2026, with supply and demand dynamics tightening. Meanwhile, UN data shows that the scale of global electronic waste has exceeded 60 million tons and continues to grow, but the recycling rate still has room for improvement. The importance of resource recycling is becoming increasingly prominent.

Industry insiders generally believe that with the limited increase in primary mineral resources, the role of recycled metals in the global supply system is continuously strengthening. Especially under the context of manufacturing upgrades and the expansion of the new energy sector, the demand for the recycling of basic materials such as copper and aluminum is steadily rising.
In this industrial environment, the differences between companies are increasingly reflected in scale and efficiency. $One and one Green Technologies (YDDL.US)$ In recent years, companies have continuously expanded their processing capacity, now reaching an annual designed processing capacity of approximately 300,000 tons, forming an operational system combining sorting, smelting, and deep processing. With the increase in processing volume and diversification of raw material sources, the scale of company operations has been expanding.
Notably, under the industry characteristic where processing spreads generally remain relatively stable, corporate profitability depends more on scale expansion and operational efficiency. As processing scale increases and fixed costs are gradually diluted, total profitability rises in tandem with business growth, with growth momentum coming more from volume expansion than price fluctuations.
Against the backdrop of the ongoing deepening of global circular economy trends, scaled-up processing capabilities are becoming a key differentiator for recycled metal companies. With continued business expansion and optimization of operational systems, $One and one Green Technologies (YDDL.US)$ the company is progressively integrating into the global recycled metal supply chain system, steadily unlocking growth potential.
Risk Disclaimer: The above content only represents the author's view. It does not represent any position or investment advice of Futu. Futu makes no representation or warranty.Read more
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