动力电池将迎规模化退役 2030年国内市场规模或突破千亿元

Core Viewpoint - The Chinese market is entering a large-scale retirement phase for power batteries, with significant growth expected in the recycling sector, projected to exceed 30 million tons by 2024 and surpass 100 billion yuan by 2030 [2][5]. Group 1: Market Overview - The domestic power battery recycling volume is expected to exceed 300,000 tons in 2024, corresponding to a market scale of over 48 billion yuan [2]. - By 2030, the domestic market scale for power battery recycling is projected to exceed 100 billion yuan [2]. Group 2: Standardization Efforts - The Ministry of Industry and Information Technology (MIIT) is advancing standard construction from three aspects: source design, process management, and safety supervision [3]. - A total of 22 national standards have been released to support the high-quality development of the power battery recycling industry, covering various aspects such as general requirements, management specifications, and recycling processes [5][6]. Group 3: Impact of New Standards - The introduction of standards has significantly improved the recycling rates of nickel, cobalt, and manganese to 99.6% and lithium to 96.5%, promoting green and sustainable development in the industry [6]. - The new standards have reclassified regenerated black powder, reducing operational risks for companies and encouraging more enterprises to enter the field [6]. Group 4: Future Directions - The MIIT has outlined three main directions for future standardization work, focusing on accelerating the revision of green design standards and enhancing process management [8][9]. - The implementation of the new standards is expected to improve the efficiency of battery disassembly by over 50% [9]. Group 5: International Participation - China is transitioning from a participant to a leader in international standardization for power battery recycling, with experts actively involved in key international projects [12][13]. - Local practices in provinces like Fujian are providing replicable experiences for national standard implementation, with significant achievements reported by companies in the region [13].