CSICPCL(SH:600482) Zhong Guo Jing Ying Bao·2025-10-22 06:08Core Insights - The rapid development of China's new energy vehicle industry is leading to a concentrated wave of battery retirements, making the establishment of a scientific and complete battery recycling system crucial for industry chain safety, resource recycling, and green development [1] - As of now, China has released 22 national standards for battery recycling, covering various aspects such as general requirements, management norms, disassembly standards, residual energy testing, recycling, and waste recovery [1] - The company Bangpu Recycling plays a key role in the formulation of these standards, leading or participating in over 80% of the relevant standards in the lithium battery recycling sector [1] Industry Standards and Development - The primary task of standardization in battery recycling is to establish unified classification and process definitions due to the complexity and diversity of recycling objects [2] - China's current recycling rates are internationally leading, with a comprehensive recovery rate of nickel, cobalt, and manganese reaching 99.6%, and lithium recovery at 96.5% [2] - The improvement of standards is driving technological advancements in the industry, pushing it from extensive to high-quality development [2] International Competitiveness - The focus of international competition in battery recycling is shifting from technological competition to rule-making, highlighting the importance of establishing a systematic methodology and regulatory framework [3] - The establishment of a specialized battery recycling standardization organization is seen as a breakthrough for China to effectively represent its standards internationally [4] - The fragmented nature of current standards across multiple committees hinders China's ability to engage in systematic international dialogue [4] Integration and Lifecycle Management - The recycling industry faces challenges due to its long and fragmented supply chain, necessitating a shift towards integrated lifecycle management [5] - Bangpu Recycling collaborates with CATL to create a closed-loop ecosystem, providing feedback for "green design" to enhance recyclability and resource efficiency [6] - The future focus will be on accelerating the establishment of resource attribute recognition standards for strategic resources and key mineral salts, as well as developing a carbon footprint accounting system for battery recycling [6]