动力电池回收产业迎来政策利好
Zheng Quan Ri Bao·2025-09-25 17:27

Core Viewpoint - The Chongqing Development and Reform Commission has released a draft policy to support the high-quality development of the power battery recycling industry, aiming for a 90% coverage rate of the recycling network by 2027 as the industry faces a peak in battery retirements [1][3]. Group 1: Policy and Industry Context - The draft policy requires battery manufacturers and electric vehicle producers to establish or collaborate on recycling service points [1]. - By 2025, the retired volume of power batteries in China is expected to reach 820,000 tons, with projections indicating it will exceed 4 million tons by 2028, leading to an industry value surpassing 280 billion yuan [1][3]. - The industry is currently facing challenges such as an incomplete regulatory framework, insufficient technical standards, and a lack of a comprehensive recycling system [3][4]. Group 2: Technological and Operational Challenges - Key issues in the battery recycling industry include low recovery efficiency, difficulties in hazardous material handling, immature material separation and quality control technologies, and low levels of equipment automation [4]. - The industry is characterized by fragmented recycling channels and insufficient service point coverage, which hampers integration with electric vehicle sales and scrapping networks [4]. Group 3: Industry Development and Future Outlook - Recent policies aim to promote a standardized and closed-loop development of the battery recycling industry, with a focus on enhancing recovery capabilities [5]. - Major companies are proactively preparing for the battery retirement peak by expanding their recycling operations domestically and internationally, such as CATL's global energy recycling plan and strategic partnerships for building comprehensive recycling systems [6]. - The establishment of a high-coverage recycling network is expected to improve resource recovery efficiency, reduce costs, and enhance overall competitiveness in the power battery recycling industry [6].