市场规模将突破千亿元，我国即将迎来动力电池规模化退役阶段

Core Insights - The rapid development of the new energy vehicle industry has positioned China as a major producer and user of power batteries, leading to an impending large-scale retirement phase for these batteries [1] - The domestic power battery recycling volume is expected to exceed 300,000 tons in 2024, corresponding to a market size of over 48 billion yuan, with projections indicating that the market will surpass 100 billion yuan by 2030 [1] Group 1: Regulatory Framework - The establishment of a comprehensive recycling standard system is underway, with 22 national standards already published covering the entire recycling chain [1] - The recent implementation of five national standards by the State Administration for Market Regulation has further strengthened the standard system, including the standard for recycled black powder for lithium-ion batteries, which allows for the free import of compliant materials [1] Group 2: Efficiency Improvements - The implementation of standards has led to significant improvements in recycling efficiency, with some companies achieving a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5% [1] - In the collection and storage phase, standards have clarified requirements for packaging, classification, transportation, and information traceability, ensuring safe and controllable processes for retired batteries [2] - The disassembly process has become over 50% more efficient due to the new standards, promoting safer and more environmentally friendly practices [2] - In the chemical regeneration phase, standards have regulated harmful substance handling and energy consumption, resulting in a reduction of overall energy consumption by over 30% and effectively decreasing pollutant emissions [2] Group 3: Future Directions - The State Administration for Market Regulation plans to continue revising and developing national standards focusing on green design, residual energy detection, and storage utilization to enhance the support and guiding role of standards in the power battery recycling system [2]