或走向“许可＋积分” 动力电池回收监管新政正在路上

Core Viewpoint - The Ministry of Commerce has released a draft for public consultation regarding the modification of the "Implementation Rules for the Management of Scrapped Motor Vehicle Recycling," which includes significant changes related to the recycling of power batteries [2][3]. Regulatory Changes - New entry and incentive mechanisms will be introduced to regulate the recycling and dismantling of scrapped electric vehicles, ensuring compliance with industry standards [2][3]. - The draft specifies that dismantling enterprises must sell the power batteries they disassemble to authorized recycling companies or designated service points [2]. Industry Development - The battery recycling market is expected to see a series of new regulatory policies, with a market licensing system and points management for "white list" enterprises to be implemented by the end of 2027 [3][4]. - The establishment of a working group for battery recycling in May 2023 indicates the government's high level of attention to this sector [4]. Policy Framework - The revised rules aim to clarify responsibilities among battery producers, users, and recycling companies, ensuring a clear lifecycle for batteries [4]. - The government plans to enforce stricter regulations on "white list" enterprises, which currently have a combined production capacity exceeding 1 million tons [5]. Regulatory Network Enhancement - The revision of the implementation rules is part of a broader effort to establish a comprehensive regulatory framework for battery recycling, with multiple targeted policy documents released this year [6][8]. - The "Action Plan" approved by the State Council emphasizes the need for a standardized, safe, and efficient recycling system, utilizing digital technology for lifecycle monitoring [7][8]. Market Trends - The battery recycling industry in China has evolved through three stages: initial exploration, policy standardization, and rapid growth, with actual recycling volumes increasing from 129,000 tons in 2019 to 324,000 tons in 2023 [9]. - The market is expected to exceed 500,000 tons by 2025, driven by the growing number of retired batteries from electric vehicles [9][10]. Competitive Landscape - The industry is experiencing intensified domestic competition, with many companies entering the market and some exploring international opportunities despite facing regulatory challenges abroad [10][11]. - The introduction of a market licensing system and points management for "white list" enterprises aims to filter out non-compliant companies and enhance overall industry standards [11].