黑粉“金矿”争夺战

Core Viewpoint - The recycling of black powder from discarded lithium-ion batteries is emerging as a valuable resource, with significant implications for the global competition in the electric vehicle and battery industries [2][4][10]. Group 1: Resource Outflow Risks - In the first half of the year, China exported 1.06 million new energy vehicles, with a year-on-year increase of 71.3%, and the total weight of exported lithium-ion batteries reached 2.0872 million tons, up 72.62% [3]. - The production of power batteries in China reached 697.3 GWh in the first half of the year, a 60.4% increase, indicating a growing demand for raw materials [3]. - The reliance on foreign sources for key minerals like nickel, cobalt, and lithium is high, with dependency rates of 93%, 98%, and 63% respectively, posing a risk to resource security [4]. Group 2: Policy Changes and International Competition - China is opening its doors to the import of black powder, while the EU is tightening export regulations, marking the beginning of an international competition for this resource [6][8]. - The EU has prohibited the export of black powder and similar materials to non-OECD countries, complicating the situation for Chinese companies seeking to recover these resources [8][9]. - The value and scarcity of black powder are reflected in the contrasting policies of China and the EU, highlighting its strategic importance in the global market [9]. Group 3: Technological and Economic Considerations - The average lifespan of power battery products is 5 to 8 years, suggesting a surge in battery retirements around 2025, which will necessitate effective recycling strategies [5]. - The recovery of black powder can significantly reduce production costs by approximately 60% compared to extracting from primary minerals, enhancing the economic viability of the new energy vehicle industry [10][11]. - Domestic companies face challenges in technology and equipment, with a need to innovate and improve efficiency in black powder recovery processes to compete globally [13][14]. Group 4: Strategic Initiatives and Future Directions - Companies are encouraged to establish cross-regional resource recovery networks to enhance their capabilities in the competitive landscape [14][17]. - Collaborations with local firms in regions like the EU for battery recycling can provide a viable solution to the challenges posed by export restrictions [15][16]. - The focus on technological innovation and the establishment of a "green recycling" brand can help domestic companies gain a competitive edge in the international market [12][17].