预计到2030年动力电池回收国内市场规模将突破千亿元

Core Insights - The domestic market for power battery recycling in China is expected to exceed 100 billion yuan by 2030, driven by the upcoming large-scale retirement of power batteries [1] - In 2024, the domestic recycling volume of power batteries is projected to surpass 300,000 tons, corresponding to a market scale of over 48 billion yuan [1] Industry Developments - The State Administration for Market Regulation, in collaboration with the Ministry of Industry and Information Technology, is actively promoting the development of national standards for the entire power battery recycling industry chain [1] - A total of 22 national standards for power battery recycling have been published, covering various aspects such as general requirements, management specifications, disassembly standards, residual energy detection, and recycling of lithium-ion waste [1] Company Initiatives - Contemporary Amperex Technology Co., Ltd. (CATL) subsidiary, Bangpu Recycling, has achieved a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5% through its DRT directional recycling technology [1] - In 2024, Bangpu Recycling plans to process over 120,000 tons of waste batteries and produce 17,100 tons of regenerated lithium salt [1] - Quanzhou Qingneng Company aims to process 237 tons of retired batteries in 2024, resulting in a carbon reduction of 238 tons and generating a revenue of 23 million yuan [2] Future Directions - The next steps include accelerating the construction of the power battery recycling standard system, focusing on green design, residual energy detection, discharging, storage, and directional recycling [2]