百万吨“新三样” 退役潮将至 监管：回收企业仍“吃不饱”

Core Viewpoint - The upcoming retirement of clean energy equipment in China, including electric vehicle batteries, solar panels, and wind turbine blades, poses significant waste management challenges, but the recycling capabilities have improved, exceeding the actual retirement volumes, leading to a situation where recycling companies often face underutilization [1][2]. Group 1: Waste Management and Recycling Capabilities - By 2030, it is projected that China will face approximately 150-200 million tons of waste solar panels, 50 million tons of waste wind turbine blades, and 100 million tons of waste batteries [1][2]. - The recycling capacity for waste solar panels and wind turbine blades is estimated at 200 million tons and 100 million tons, respectively, while the capacity for waste batteries is around 250 million tons, indicating that recycling capabilities surpass the expected waste generation [2][3]. - The Ministry of Ecology and Environment has implemented financial incentives to support compliant dismantling enterprises, ensuring orderly recycling and dismantling processes [2][3]. Group 2: Regulatory Framework and Environmental Protection - The Ministry of Ecology and Environment is enhancing regulatory oversight of dismantling enterprises to prevent environmental pollution and promote resource recovery [3][5]. - There are over 1,900 qualified enterprises for the recycling and dismantling of scrapped vehicles, with a projected recovery of 8.46 million vehicles in 2024, marking a 64% increase year-on-year [4]. - The Ministry is also revising pollution control technical standards for various waste categories, including waste lithium-ion batteries and waste photovoltaic equipment, to strengthen environmental management [4][8]. Group 3: New Pollutants Management - The Ministry of Ecology and Environment is actively working on new pollutants management, having approved the registration of 802 new chemical substances since 2022, and is implementing risk control measures for 14 categories of key pollutants [6][7]. - A comprehensive survey of chemical substances across 122 industries has identified over 1,000 substances with potential high environmental risks, which will be targeted for future assessments [7][9]. - The Ministry is establishing a national monitoring network for new pollutants and enhancing the regulatory framework to address the challenges posed by these substances [8][9].