“8年质保期”到了，首批新能源车电池报废后去哪了？

Core Viewpoint - The article highlights the increasing importance of battery recycling in the context of the growing number of retired electric vehicle batteries in China, emphasizing the need for a structured and compliant recycling process to mitigate environmental risks and enhance resource recovery [1][2]. Group 1: Industry Trends - As of the end of 2024, the total number of electric vehicles in China is projected to reach 31.4 million, with a significant increase in the installation of power batteries [1]. - By 2030, the total amount of retired batteries in China is expected to exceed 3.5 million tons, indicating a looming challenge for battery disposal and recycling [1]. Group 2: Recycling Challenges - Currently, the standardized recycling rate for electric vehicle batteries in China is less than 25%, suggesting a substantial gap in effective recycling practices [1]. - A significant portion of retired batteries is not entering formal recycling channels, with many being sold off cheaply or processed in unregulated environments, leading to environmental hazards [2]. Group 3: Regulatory Environment - The Ministry of Industry and Information Technology (MIIT) is enhancing source management and regulatory oversight in the battery recycling sector, aiming to establish a traceable and accountable quality assurance mechanism for products [2]. - Compliance with national standards is financially burdensome for legitimate recycling companies, while unregulated operations can profit significantly by avoiding environmental responsibilities [2].