CATL(SZ:300750) Ke Ji Ri Bao·2025-10-22 04:52Core Insights - The State Administration for Market Regulation recently held a press conference to announce 22 national standards for the recycling and utilization of power batteries, with Guangdong Bangpu Recycling Technology Co., Ltd. being a key leading enterprise [1] - Bangpu Recycling, a subsidiary of CATL, has played a significant role in formulating over 80% of the national standards for lithium battery recycling [1] - The company has achieved the highest global recovery rates for nickel, cobalt, and manganese at 99.6% and lithium at 96.5%, surpassing industry averages [1] Group 1 - Bangpu Recycling has an annual processing capacity of 120,000 tons of used power batteries, equivalent to revitalizing 200,000 to 300,000 electric vehicle batteries each year based on an average battery weight of 300 kg [1] - The company has established 445 industry standards, including 126 national standards, and supports 18 national committees in battery recycling standard research across various sectors [1] - Bangpu Recycling is the first company globally to create a directional recycling technology system, which has been shared with the industry to form national standards [1] Group 2 - The establishment of standards is crucial for industry development, accelerating technological progress and product iteration, while also positioning Chinese standards as important references in international markets [2] - The high-standard recycling system provides a "green passport" for Chinese battery companies to enter global markets, especially in light of international regulations like the EU's new battery law [2] - Experts predict that transforming retired batteries into future "green mines" could lead to a market worth hundreds of billions by 2030, with CATL building a comprehensive resource recycling system that redefines resource management through standards and technology [2]