千亿级市场爆发在即，十余类仪器迎来“掘金”风口

Core Viewpoint - The rapid development of the power battery recycling market in China is expected to exceed 100 billion yuan by 2030, driven by the large-scale retirement of power batteries and increasing regulatory support [3][4]. Market Overview - The domestic power battery recycling volume is projected to surpass 300,000 tons in 2024, corresponding to a market scale of over 48 billion yuan. By 2030, the market scale is estimated to reach approximately 140.6 billion yuan, with a compound annual growth rate of 18.2% over the next four years [4]. - The increasing number of retired batteries poses significant challenges for safe disposal and recycling, as these batteries contain hazardous materials that can lead to environmental pollution and safety risks if not handled properly [4][5]. Policy and Regulatory Framework - The Chinese government has implemented various policies, including the "Interim Measures for the Management of Recycling and Utilization of New Energy Vehicle Power Batteries," to establish a robust regulatory framework for the industry [5][6]. - A total of 22 national standards related to power battery recycling have been published, covering general requirements, management specifications, disassembly standards, and more [6]. Recycling Methods - Power battery recycling primarily involves two methods: cascade utilization and disassembly recycling. Batteries with over 80% remaining capacity can be refurbished, while those with 20%-80% capacity can be used in less demanding applications [7][9]. - Batteries with less than 20% capacity are typically scrapped and processed for material recovery [7]. Technological Advancements - The recycling process requires advanced instruments and equipment to ensure safety and efficiency. Key devices include high-precision testing systems for battery health assessment and non-destructive testing equipment to identify internal issues [12][10]. - The wet metallurgy process is crucial for extracting valuable metals from spent batteries, necessitating the use of chemical analysis instruments and wet metallurgy process equipment [13][14]. Equipment and Instrumentation - Various instruments are essential throughout the recycling process, including: - Physical Processing: High-precision charge-discharge testing systems and non-destructive testing devices [12]. - Wet Metallurgy: Instruments like ICP-OES and X-ray diffraction devices for analyzing metal content and material structure [13][14]. - Material Synthesis: Equipment such as co-precipitation reactors and sintering furnaces for creating new battery materials [16][17]. Future Outlook - The power battery recycling industry is expected to evolve towards more standardized, efficient, and environmentally friendly practices. Advanced instruments will play a critical role in capturing opportunities in this emerging market [20].