新增合规企业68家 动力电池综合利用大有可为

Core Insights - The Ministry of Industry and Information Technology (MIIT) has announced the fifth batch of enterprises that meet the "Comprehensive Utilization Industry Norms for Waste Power Batteries of New Energy Vehicles," adding 68 new companies, bringing the total to 148 compliant enterprises [1][2] - The announcement indicates a growing recognition of the value of waste power battery recycling, transitioning from a cost-based disposal model to a profit-driven sales model [2][3] - The industry is experiencing rapid growth, with social capital showing high investment enthusiasm, leading to a significant increase in the number of enterprises engaged in waste power battery recycling [3][4] Industry Development - The comprehensive utilization of waste power batteries is a burgeoning industry that began accelerating in 2018, with the first batch of five enterprises primarily focused on recycling [2][4] - The MIIT revised the norms in December 2019 to include tiered utilization enterprises, reflecting the evolving landscape of the industry [2] - The announcement of compliant enterprises has become a benchmark for the industry, with over 90% of the total utilization volume attributed to these companies, significantly influencing technological advancements [3] Market Trends - The demand for lithium, cobalt, and nickel has surged due to the rapid growth of the new energy vehicle industry, leading to a tight supply and increased prices for battery raw materials [3][4] - Companies are exploring new business models, such as "waste for raw materials," to mitigate the impact of raw material price fluctuations and enhance resource recycling efficiency [4] - The industry is expected to transition from a growth phase to a mature phase, with the emergence of strong leading enterprises and increased market concentration [4][5] Technological Advancements - The recycling process for waste power batteries has improved, with the main recycling enterprises achieving a metal recovery rate of over 90%, reaching international advanced levels [3] - The MIIT's norms have provided clear guidelines for enterprises, fostering innovation and enhancing research and development capabilities within the industry [5]