千亿元市场即将启幕 上市公司竞速动力电池退役赛道

Core Viewpoint - The Chinese government is actively promoting the standardization of power battery recycling, which is expected to create significant investment opportunities in the recycling market as the country approaches a large-scale retirement phase for power batteries [1][2]. Industry Overview - China has become a major producer and user of power batteries, leading to an anticipated large-scale retirement phase for these batteries [1]. - The domestic power battery recycling market is projected to exceed 100 billion yuan by 2030, indicating a robust growth trajectory and the emergence of strong companies with technological capabilities and market influence [3]. Company Initiatives - CATL (Contemporary Amperex Technology Co., Limited) has established recycling bases in multiple regions in China, focusing on the processing and recycling of metals such as nickel, cobalt, lithium, and iron from used batteries [1]. - Greeenme (格林美股份有限公司) has developed a comprehensive lifecycle value chain for battery recycling, achieving high recovery rates: over 96.5% for lithium, over 99.5% for nickel and cobalt, and over 90% for iron [2]. - Camel Group (骆驼集团股份有限公司) is expanding its operations from lead-acid battery recycling to lithium battery recycling, while Xinwanda Electronics (欣旺达电子股份有限公司) is establishing a specialized recycling subsidiary to create an intelligent recycling system [2]. Technological Advancements - Companies are focusing on developing efficient recycling technologies, such as the new nickel-hydrogen energy storage system, which offers 100% recyclability and reduces technical difficulties in recycling [3]. - The industry is moving towards a more organized and internationalized development, with companies integrating resources and innovating to meet new regulatory standards [3].