碳路中国｜动力电池“退役潮”下的山西答卷

Core Insights - A silent "retirement wave" of electric vehicle batteries is expected in China by the end of 2024, marking the beginning of a significant recycling phase for these batteries, which presents a multi-billion dollar opportunity for the industry [2] - Shanxi province is positioning itself to capitalize on this opportunity, viewing battery recycling as a crucial part of its green transformation strategy [2] Group 1: Industry Overview - The Ministry of Industry and Information Technology's 2016 regulations require that the "three electric" systems of new energy vehicles provide at least 8 years or 120,000 kilometers of warranty, indicating a shift from policy planning to practical implementation in battery recycling [2] - There are currently 172,000 companies in China related to battery recycling, with a continuous increase in registrations over the past decade [2] - Shanxi is accelerating the development of the retired battery processing industry chain, covering recycling, regeneration, and secondary utilization, as it transitions from a "coal and coke" economy to a "circular economy" [2] Group 2: Technological Challenges - The core of battery recycling lies in technological solutions, as demonstrated by the practices of companies like DinoSi, which maximize battery value through tiered utilization [3] - The process involves reconfiguring batteries for secondary use when their capacity drops below 80%, and extracting materials for recycling when capacity falls below 40% [3] - Challenges include accurately assessing battery health, controlling costs and pollution during disassembly, and ensuring the purity of recycled materials [3] Group 3: Policy Support - Policy is crucial for industry development, with the EU's 2023 Battery and Waste Battery Law imposing strict requirements on carbon footprints and recycled material ratios, while China strengthens lifecycle regulation through its action plan for battery recycling [4] - Shanxi has introduced several policies to promote large-scale equipment updates and a circular economy, exemplified by the collaboration between government and enterprises in the electric taxi sector [4] - A mixed model of "policy-driven + market-led" is shaping the unique path of Shanxi's battery recycling industry [4] Group 4: Future Outlook - The maturity of the battery recycling industry requires collaborative efforts across the supply chain, with Shanxi focusing on a "government-enterprise-research" linkage mechanism [4] - The future of the new energy industry is closely tied to the "second life" of batteries, as Shanxi aims to transition from a coal-dominated economy to a leader in circular economy practices, contributing to global carbon neutrality goals [4]