千亿级市场!动力电池将迎规模化退役

Core Insights - China is becoming a major player in both the production and utilization of power batteries, with a projected recycling volume of over 300,000 tons in 2024, corresponding to a market size exceeding 48 billion yuan, and expectations to surpass 100 billion yuan by 2030 [1] Group 1: Regulatory Framework - The State Administration for Market Regulation (SAMR) is actively promoting the standardization of power battery recycling, having released 22 national standards covering various aspects such as general requirements, management norms, disassembly standards, and recycling of lithium-ion waste [1][2] - New standards have been developed for the collection, storage, and transportation of retired power batteries, ensuring traceability and safety during the recycling process [2] Group 2: Physical and Chemical Processing - National standards for the physical processing of power batteries have been established, improving safety and environmental protection during disassembly and recycling, with disassembly efficiency increasing by over 50% following the implementation of these standards [2] - In the chemical regeneration aspect, standards have been set to regulate the treatment of hazardous substances, leading to a reduction in pollutant emissions and a decrease in overall energy consumption by more than 30% [2] Group 3: Resource Recovery and Quality Standards - The SAMR has issued standards to address the lack of unified planning in the recycling network, detailing requirements for the establishment of recycling service points and ensuring compliance and safety throughout the recycling process [3] - A new standard for recycled black powder, a key intermediate product, has been introduced to enhance the quality of domestic recycled products and ensure environmental safety in downstream smelting processes [3] Group 4: Resource Recovery Rates - New standards have been set for resource recovery rates, mandating a minimum recovery rate of 98% for nickel, cobalt, and manganese, and at least 85% for lithium, to mitigate resource waste and environmental impact [4] - Future efforts will focus on accelerating the construction of a standard system for battery recycling, emphasizing green design and energy detection [4]