碳路中国丨动力电池“退役潮”来袭，山西如何抢占千亿市场

Core Insights - The retirement of power batteries in China's first batch of new energy vehicles is approaching, creating a significant market opportunity for battery recycling and utilization [1][4] - The battery recycling industry is projected to become a trillion-yuan market, driven by the increasing volume of retired batteries and the need for sustainable resource management [4][8] Industry Overview - The number of battery recycling-related enterprises in China has reached 172,000, with a continuous growth trend over the past decade [2] - The market for retired battery recycling is expected to exceed 280 billion yuan by 2025, with the volume of retired batteries projected to reach 820,000 tons [4][8] Regional Focus - Shanxi province, as a traditional energy province, is undergoing a green transformation, with companies like DinoSi actively participating in the battery recycling industry [3][5] - The city of Taiyuan has already begun the transition to electric taxis, with approximately 8,000 batteries expected to retire in 2024, leading to significant business opportunities [3] Technological Aspects - The recycling process involves multiple stages, including testing, disassembly, and resource recovery, which require advanced technology and expertise [5][6] - The industry faces challenges such as fluctuating raw material prices and competition from new materials, impacting profit margins for recycling companies [6] Policy and Regulation - The Chinese government is enhancing the regulatory framework for battery recycling, with initiatives aimed at establishing a comprehensive recycling system and monitoring the entire lifecycle of batteries [7][8] - Local policies in Shanxi are being implemented to promote the recycling industry and ensure compliance with national standards [7]