动力电池回收利用迈入标准化新阶段

Core Insights - The rapid development of the new energy vehicle industry has positioned China as the largest producer and consumer of power batteries globally, leading to an impending wave of large-scale battery retirements that necessitates a standardized, safe, and efficient recycling system [1][2] Group 1: Market Overview - China is expected to enter a large-scale retirement phase for power batteries, with an estimated recovery volume exceeding 300,000 tons in 2024, corresponding to a market size of over 48 billion yuan, and projected to surpass 100 billion yuan by 2030 [2] - The implementation of battery recycling standards has significantly improved resource recovery rates and promoted the standardized and large-scale development of the industry [4] Group 2: Standardization Efforts - The State Administration for Market Regulation has released 22 national standards related to battery recycling, covering various aspects such as general recovery requirements, management specifications, disassembly standards, and recycling of lithium-ion waste [2][3] - A national technical committee for battery recycling standardization is being established to coordinate standards across the entire supply chain, addressing the needs of various sectors including automotive, marine, and energy storage [3] Group 3: Regional Initiatives - Fujian Province has pioneered the integration of battery recycling into local legislation, establishing a supportive policy framework and providing financial incentives for organizations involved in standard-setting and pilot projects [4] - Fujian has three institutions capable of conducting critical safety testing for batteries, with a key laboratory serving as a core platform for risk monitoring and technical evaluation across the industry [4] Group 4: Technological Advancements - Companies like CATL's subsidiary, Bangpu Recycling, have achieved high recovery rates of 99.6% for nickel-cobalt-manganese and 96.5% for lithium, with plans to process over 120,000 tons of waste batteries in 2024 [5] - Quanzhou Qingneng Company is expected to process 237 tons of retired batteries in 2024, generating a revenue of 23 million yuan while reducing carbon emissions by 238 tons, showcasing a replicable standardized model [5] Group 5: International Collaboration - China is actively participating in the formulation of international standards for battery recycling, with experts involved in developing performance evaluation methods and general guidelines for retired battery recycling [6][7] - The country has successfully proposed an IEC international standard for deep discharge guidelines in battery recycling, with nearly 40 Chinese experts engaged in relevant international technical organizations [7]