“新三样”固废回收“淘金” 激活循环经济新引擎

Core Insights - The rapid growth of China's renewable energy industry over the past two decades is now facing a significant challenge with the impending retirement of key components such as power batteries, photovoltaic modules, and wind turbine blades, which are becoming solid waste that needs proper disposal [1][2] - The "new three types" of solid waste are not merely waste but represent valuable secondary resources that can be effectively utilized through proper recycling, transforming them from environmental burdens into urban mines [1][4] Recycling and Economic Potential - The recycling of "new three types" solid waste is seen as a critical area for developing a circular economy, with the potential to significantly reduce carbon emissions and extend product lifecycles [2][9] - By 2025, it is estimated that the retired volume of power batteries in China will reach 820,000 tons, and by 2028, it will exceed 4 million tons. The first wave of retired photovoltaic modules is expected between 2025 and 2030, with an estimated 1.5 million tons by 2030 [2][3] - The economic value of recycling these materials is substantial, with retired power batteries containing metals at concentrations approximately ten times higher than those found in primary ores [3][4] Industry Challenges and Opportunities - The industry faces significant challenges, including environmental risks from improper disposal of hazardous materials found in batteries and photovoltaic modules, which can lead to soil and water pollution [3][10] - The market for recycling "new three types" solid waste is projected to be worth hundreds of billions, with companies actively seeking to capitalize on this opportunity [5][8] - The establishment of a robust recycling system is essential to prevent illegal dismantling practices and ensure environmentally friendly operations [9][10] Policy and Regulatory Framework - The Chinese government is actively promoting policies to support the recycling of "new three types" solid waste, with initiatives at both national and local levels aimed at establishing effective recycling systems [6][10] - There is a need for improved regulatory frameworks to clarify responsibilities among stakeholders in the recycling process, particularly regarding the disposal of retired wind turbine blades and photovoltaic modules [10]