废旧动力电池回收迎新规 六部门划定全链条监管红线

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has issued the "Interim Measures for the Management of Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles," which will take effect on April 1, 2026, aiming to establish a regulated and efficient recycling system for waste power batteries to support the high-quality development of the new energy vehicle industry [1][2]. Group 1: Regulatory Framework - The new management measures are a significant step in implementing the "Action Plan for Improving the Recycling and Utilization System of Power Batteries for New Energy Vehicles" [3]. - The measures emphasize a comprehensive supervision system to address the complexities and challenges in the recycling process, including the management of various sources of waste power batteries [4]. Group 2: Industry Development - The new energy vehicle industry in China is expected to see production and sales reach 16.626 million and 16.49 million units respectively by 2025, marking a year-on-year growth of 29% and 28.2%, with new energy vehicles accounting for 47.9% of total new car sales [2]. - The country is projected to enter a large-scale "retirement" phase for power batteries, with an estimated waste battery generation of over 1 million tons by 2030 [2]. Group 3: Recycling and Utilization - By 2025, the comprehensive utilization of waste power batteries in China is expected to exceed 400,000 tons, reflecting a year-on-year increase of 32.9%, with leading companies achieving international advanced levels in the recovery rates of lithium, cobalt, and nickel [2]. - The management measures will establish a nationwide information platform for tracking waste power batteries, including a digital identity system for batteries to enhance monitoring throughout their lifecycle [4]. Group 4: Quality and Safety Standards - The management measures will no longer use the concept of "cascade utilization," which has led to quality inconsistencies in recycled battery products, emphasizing that all battery products must meet quality standards for their intended applications [6]. - Violations of the new regulations regarding the recycling and utilization of waste batteries will result in administrative penalties, reinforcing the regulatory framework [4][6].