2024年中国动力锂电池回收行业发展现状、竞争格局及趋势预测

Industry Overview - The power lithium battery recycling industry is an emerging sector focused on the recycling and reuse of lithium-ion batteries used in electric vehicles and tools [1] - The global market size for power lithium battery recycling grew from $216 million in 2018 to$1.314 billion in 2023, with a CAGR of 43.5% [9] - China is the largest market for power lithium battery recycling, accounting for 49.3% of the global market in 2023 [9] Market Size and Structure in China - In 2023, China's power lithium battery recycling volume reached 185,700 tons, a year-on-year increase of 47.26% [10] - The recycling volume from the new energy vehicle sector accounted for 65.37%, while the two-wheeled vehicle, power tools, and other sectors accounted for 34.63% [10] - The market size for power lithium battery recycling in China reached 4.568 billion yuan in 2023, with a CAGR of 51.68% from 2018 to 2023 [11] Recycling Methods and Applications - Power lithium batteries are recycled when their capacity drops below 80%, as they can no longer meet the power requirements of electric vehicles [5] - There are two main recycling methods: cascade utilization and dismantling regeneration [5] - Cascade utilization is suitable for batteries with 20-80% remaining capacity, primarily using physical methods for applications like energy storage and low-speed electric vehicle batteries [6] - Dismantling regeneration is used for batteries with less than 20% capacity, employing both physical and chemical methods to extract valuable metals for reuse in lithium batteries and powder metallurgy [6] Policy Environment - The Chinese government has issued multiple policies to support the development of the power lithium battery recycling industry [7] - Key policies include the "Advanced Applicable Process Technology Equipment Catalog (2023 Edition)" by the Ministry of Industry and Information Technology, which lists 7 technologies for recycling power batteries [8] - The National Development and Reform Commission released the "Logistics Traceability Information Management Requirements for New Energy Vehicle Waste Power Batteries" in June 2023, standardizing the logistics and traceability of recycled batteries [8] Research Methodology - The report combines desktop research with quantitative surveys and qualitative analysis to provide a comprehensive overview of the industry [12] - Research models such as SCP, SWOT, PEST, regression analysis, and SPACE matrix are used to analyze market environment, competition, and technological innovation [12] - The report aims to provide strategic insights for enterprises, research institutions, and investment organizations [13]