千亿级市场！我国动力电池将迎来规模化退役阶段

Core Insights - China has become a major producer and consumer of power batteries, with projected production of over 13 million new energy vehicles in 2024, maintaining the global lead for 10 consecutive years [1] - The country is entering a phase of large-scale retirement of power batteries, with an estimated recycling volume exceeding 300,000 tons in 2024, corresponding to a market size of over 48 billion yuan, and expected to surpass 100 billion yuan by 2030 [1] - The State Administration for Market Regulation is actively promoting the standardization of power battery recycling to support the industry's development [1][2] Group 1: Standardization and Regulations - The State Administration for Market Regulation, in collaboration with relevant departments, is developing national standards for the entire power battery recycling industry chain, providing strong technical support for the sector [1] - Standards have been established for collection, storage, transportation, and handling of retired batteries, ensuring traceability and safety during the recycling process [1][2] - The "General Requirements for Recycling and Utilization of Vehicle Power Batteries" standard specifies packaging insulation, safety classification, and information traceability, promoting controllable traceability and safe transportation [1] Group 2: Physical and Chemical Processing Standards - National standards for physical processing, including disassembly, discharge, and sorting, have been revised to enhance safety and environmental protection during battery processing [2] - The "Disassembly Specifications for Used Power Batteries" standard has improved disassembly efficiency by over 50% [2] - Chemical recycling standards have been published to regulate harmful substance handling and reduce pollutant emissions, achieving a reduction in overall energy consumption by over 30% [2] Group 3: Resource Recovery and Efficiency - The recycling of power batteries is seen as a new source of "urban mining," allowing for efficient extraction and recycling of strategic metals like lithium, cobalt, and nickel, which is crucial for supply chain stability and green economy [3] - Standards have been established to regulate the construction of recycling networks, ensuring compliance and safety throughout the recycling process [4] - The "Recycling Utilization of Vehicle Power Batteries" standard sets strict recovery rate targets, requiring a minimum recovery rate of 98% for nickel, cobalt, and manganese, and 85% for lithium [5] Group 4: Future Directions - The State Administration for Market Regulation plans to further optimize the standard system, focusing on key areas such as recycling efficiency, carbon footprint accounting, and the traceability of recycled materials [5][6]