锂电产业大省，“掘金”千亿风口

Core Viewpoint - The Sichuan Provincial Economic and Information Technology Department, along with nine other departments, has issued a work plan to establish regional centers for the recycling and utilization of power batteries from new energy vehicles, aiming to create a comprehensive and efficient recycling system for retired batteries [1][2]. Group 1: Policy and Regulatory Framework - The work plan aims to accelerate the construction of a standardized and efficient recycling system for retired power batteries, with a target of reaching 1.402 million new energy vehicles in Sichuan by the end of 2024 [1]. - The "Interim Measures for the Management of Recycling and Utilization of Retired Power Batteries from New Energy Vehicles" was released on April 23, marking the first provincial-level regulatory document in China for this sector [1]. - The State Council has recognized the importance of enhancing the recycling capacity of power batteries as they enter a phase of large-scale retirement [2]. Group 2: Market Potential and Challenges - The recycling of retired batteries can meet 24% of lithium, 31.2% of cobalt, and 16.8% of nickel demand annually, which is crucial for the sustainable development of the new energy vehicle industry [2]. - The market for power battery recycling is projected to exceed 100 billion yuan by 2030, but the current standardized recycling rate is below 25%, with many batteries ending up in unqualified small workshops [2]. - The Ministry of Industry and Information Technology has emphasized the need for comprehensive supervision across the entire battery lifecycle, from production to disposal [2]. Group 3: Industry Development and Opportunities - Sichuan, as a major lithium battery province, holds the richest lithium reserves in China and accounts for about 20% of the national power battery production [3]. - The province is working to establish a complete industrial chain from lithium resource development to battery recycling, which will promote technological innovation and create a sustainable industrial ecosystem [3].