为动力电池回收立规正当其时

Core Viewpoint - The recycling and utilization of used power batteries from new energy vehicles is crucial for ecological safety and sustainable resource use, attracting significant investor attention while also facing various industry challenges [1] Group 1: Regulatory Framework - The Ministry of Industry and Information Technology, National Development and Reform Commission, and Ministry of Ecology and Environment, among others, have jointly issued the "Interim Measures for the Management of Recycling and Comprehensive Utilization of Used Power Batteries from New Energy Vehicles," emphasizing a "full-channel, full-chain, full-lifecycle" management approach to promote industry standardization [1] - The new regulations introduce a "vehicle-battery integrated scrapping" system, mandating that scrapped new energy vehicles must include their power batteries, or they will be deemed as lacking essential components [2] Group 2: Market Potential and Growth - The domestic power battery recycling market is projected to exceed 100 billion yuan by 2030, driven by the rapid development of the new energy vehicle industry [1] - As of October 31, 2025, nearly 180,000 battery recycling-related enterprises are expected to exist in China, with over 30,000 new registrations in the first ten months of 2025, marking a growth of over 15% compared to the same period in 2024 [1] Group 3: Industry Challenges - The emergence of unqualified small workshops and "black factories" operating at low environmental and safety costs poses significant risks, leading to a phenomenon where some scrapped vehicles have their batteries illegally removed before reaching authorized dismantling facilities [2] - The lack of standards and insufficient safety assessments in the secondary utilization of retired power batteries has allowed some enterprises to exploit loopholes, resulting in safety hazards [3] Group 4: Standardization and Compliance - The new regulations eliminate the concept of "secondary utilization" and prohibit any organization or individual from using used power batteries directly or after processing in electric bicycles or other fields banned by laws and regulations [4] - A three-year special action against illegal disposal of solid waste, focusing on the illegal dismantling of used power batteries, will be launched by the Ministry of Ecology and Environment and seven other departments in 2025 [4] Group 5: Future Directions - For the healthy development of the industry, there is a need for technological innovation and public participation, with companies encouraged to enhance the intelligence of recycling processes and consumers urged to responsibly dispose of used batteries through legitimate channels [4][5]