千亿元市场 将有新标准

Core Viewpoint - The Chinese government is accelerating the establishment of a standardized system for the recycling and utilization of power batteries, particularly in the context of the rapidly growing new energy vehicle industry, which is expected to face a large-scale retirement of batteries soon [3][6]. Group 1: Current Standards and Regulations - A total of 22 national standards for power battery recycling and utilization have been published, covering various aspects such as general requirements, management norms, disassembly standards, residual energy detection, and recycling of lithium-ion waste [3][4]. - The national standard for recycled black powder from lithium-ion batteries has been established, detailing key technical requirements including definitions, classifications, chemical composition, and limits on harmful substances [3][4]. Group 2: Future Plans and Initiatives - The Ministry of Industry and Information Technology plans to revise and establish mandatory standards for lithium battery products across various application fields to enhance the regulation of power battery recycling [5][6]. - Future efforts will focus on three main areas: revising green design standards for battery production, enhancing recycling standards for process management, and developing safety standards for battery disassembly and recycling [6][8]. Group 3: Market Potential - The domestic recycling volume of power batteries is projected to exceed 300,000 tons in 2024, corresponding to a market scale of over 48 billion yuan, with expectations to surpass 100 billion yuan by 2030 [3]. - The comprehensive recovery rates for nickel, cobalt, and manganese are mandated to be no less than 98%, while lithium recovery is set at a minimum of 85% [4]. Group 4: Standardization Efforts - A national technical committee for the standardization of power battery recycling and utilization is being established to enhance the management of standardization efforts across various industries [7][8]. - The market regulatory authority will work closely with relevant departments to accelerate the development of important standards and improve the overall standard system for power battery recycling [8].