合规企业回收电池抢不过小作坊 央视曝光退役动力电池回收乱象

Core Viewpoint - The recycling of retired power batteries in China faces significant challenges due to competition from non-compliant small workshops, despite the potential for a booming market driven by the increasing number of electric vehicles and government subsidies for battery replacement [1] Industry Overview - The number of electric vehicles in China has surpassed 31.4 million, leading to the retirement of the first batch of power batteries that enjoy an 8-year warranty [1] - The retired power batteries are referred to as a "city mine," indicating their potential value in resource recovery [1] Compliance Challenges - Compliant recycling companies are struggling to compete with small workshops that can operate with significantly lower costs, with compliant companies facing dismantling costs exceeding 3,000 yuan per ton, while small workshops can reduce costs to below 1,500 yuan [1] - Small workshops can offer 20%-30% higher prices than compliant companies due to their ability to operate without tax invoices, further complicating the competitive landscape [1] Safety and Environmental Concerns - A significant portion of retired batteries, approximately 80%, is reportedly being intercepted by private individuals or illegal workshops before reaching compliant recycling companies [1] - Safety hazards are prevalent, as some recycling points are located near residential areas, with improperly stored battery modules posing risks of swelling and damage, and lacking necessary fire safety and leak prevention measures [1] Regulatory Recommendations - To address the chaotic recycling situation, it is essential to establish comprehensive regulations, clarify responsibilities, and strengthen regulatory oversight to ensure that retired power batteries can be effectively transformed from waste into valuable resources [1]