专家：全球再生金属原料贸易格局面临重构

Core Viewpoint - The global competition for raw materials in the recycled metals industry is intensifying, prompting China to enhance its recycling efficiency and expand its import categories for recycled metal materials [1][2]. Group 1: Industry Trends - The dual drivers of China's "dual carbon" goals and the rapid development of the new energy industry are highlighting the resource security value and low-carbon attributes of recycled metals [1]. - By 2025, 63 countries globally will include recycled metal utilization in their carbon neutrality assessment systems, indicating a significant shift in international standards [1]. - Major international players are accelerating mergers and acquisitions to secure quality raw material resources, leading to a restructuring of the global recycled metal trade landscape [1]. Group 2: Regional Developments - In response to new changes, domestic companies are actively building a global recycling network and increasing research and development in recycling technologies to ensure stable supply of recycled metal materials [2]. - Southeast Asia and South Asia are emerging as new markets for global raw material distribution, with India importing an average of 1.8 million tons of recycled aluminum annually and Thailand's waste aluminum exports surging by 76% year-on-year [1]. - Countries like the US and EU are implementing tax incentives and regulations to boost local recycled metal industries, while regions like Southeast Asia are enhancing environmental regulations and considering import restrictions [1]. Group 3: Future Outlook - Experts predict that the recovery volume of recycled metal materials will significantly increase over the next five years, but the growth in demand may outpace supply [2]. - To strengthen China's "domestic + import" supply structure for recycled metal materials, it is recommended to establish an "Internet + recycling" smart system to improve the efficiency and precision of sorting recycled metal materials using AI technology [2].