CATL(SZ:300750) Zheng Quan Shi Bao Wang·2025-09-11 07:52Core Insights - The global battery circular economy high-end forum was successfully held during the IAA in Munich, supported by CATL and hosted by the Allen MacArthur Foundation, with participation from major automotive industry players and organizations [1][3] Group 1: Forum Highlights - The forum gathered over a hundred representatives from the automotive industry, international organizations, and research think tanks to discuss the "pathways to achieve battery value chain circularity" and "policy and financial collaboration to promote circular economy" [1] - CATL's Vice President, Jiang Li, emphasized that achieving a battery circular economy is not just a technical issue but a systemic engineering challenge that requires building collaborative networks and integrating value chains [3] Group 2: Key Discussions - Participants discussed critical design principles for enhancing battery pack circularity and the selection of chemical materials that impact recycling rates, reaching a broad consensus on establishing cross-industry collaboration mechanisms [3] - Mercedes-Benz's circular economy head, Jens Rubi, highlighted the need for a deep understanding of cooperation mechanisms within the entire supply and value chain, particularly in areas like quality responsibility and localization strategies [3] Group 3: Regulatory and Market Insights - The EU's "New Battery Law" and other mandatory regulations were noted as guiding directions for industry development, with a call for innovative business models and support from capital markets to achieve scalability [4] - The Global Battery Alliance's Executive Director, Inga Petersen, stated that quantifying "circularity" as a green asset that can be priced by capital markets is key to attracting more social capital [4] Group 4: Future Plans - The Global Energy Circular Program, the first circular economy public welfare project involving a Chinese enterprise, aims to create a collaborative network covering the entire industry chain and various stakeholders [4] - The program plans to promote the complete implementation of the battery circular economy and aims to eliminate new mineral extraction for 50% of global battery production within the next 20 years [4] - The forum marked a significant step in advancing the Global Energy Circular Program, with plans to collaborate with global partners on pilot projects to explore comprehensive solutions and develop replicable circular economy models [4]