CATL(SZ:300750) 中国基金报·2025-10-20 12:58Core Viewpoint - The domestic market for power battery recycling is expected to exceed 100 billion yuan by 2030, driven by the upcoming large-scale retirement of power batteries in China [2]. Group 1: Market Size and Projections - By 2024, the domestic power battery recycling volume is projected to surpass 300,000 tons, corresponding to a market scale of over 48 billion yuan [3]. - The market for power battery recycling is anticipated to grow significantly, with the scale expected to exceed 100 billion yuan by 2030 [2]. Group 2: Regulatory and Standardization Efforts - The State Administration for Market Regulation, in collaboration with the Ministry of Industry and Information Technology, is actively promoting the development of national standards for the entire power battery recycling industry chain [3]. - A total of 22 national standards for power battery recycling and utilization have been published, covering various aspects such as general requirements, management specifications, disassembly standards, and recycling of lithium-ion waste [3]. Group 3: Technological Innovations and Achievements - Contemporary Amperex Technology Co., Ltd. (CATL) subsidiary, Bangpu Recycling, has achieved a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5% through its DRT directional recycling technology [3]. - In 2024, Bangpu Recycling plans to process over 120,000 tons of waste batteries and produce 17,100 tons of recycled lithium salt [3]. Group 4: Local Initiatives and Impact - Quanzhou Qingneng Company aims to process 237 tons of retired batteries in 2024, resulting in a carbon reduction of 238 tons and generating a revenue of 23 million yuan [4]. - The Fujian Provincial Market Supervision Bureau has developed a replicable standardized demonstration model that integrates technological innovation with standard formulation [3][4].