本报讯(记者马宇薇)9月30日，富奥汽车零部件股份有限公司(以下简称"富奥股份（000030）")发布公告 称，公司董事会审议通过了《关于审议富奥智慧能源科技有限公司增资的议案》。 富奥智慧目前由富奥股份100%持股，是中国第一汽车集团有限公司电池回收利用的业务主体，是东北 地区唯一梯次利用白名单企业，已建成具备拆解、检测、组装、试验能力的电池总成生产基地。此外， 富奥智慧也是国家级高新技术企业以及吉林省专精特新、瞪羚企业，承担吉林省重大科技专项任务，在 电池总成产品技术研发、电池回收数智化系统建设等方面具备竞争优势。 富奥股份在公告中提到，当前，伴随新能源汽车产销量持续增长，动力电池回收利用产业规模将逐步扩 大，且行业规范化运营进程加快，为具备合规资质的回收企业营造了良好发展环境。在此行业背景下， 富奥智慧拟通过公开挂牌方式引入战略投资方，为其主营业务的运营和发展提供资金及战略资源支持， 以进一步完善"梯次利用+再生利用"全产业链布局，为后续业务持续拓展与市场竞争力提升奠定坚实基 础。 公告显示，为进一步完善电池循环产业链布局，在现有电池梯次利用基础上，继续布局材料再生利用业 务，助力富奥智慧能源科技有限公 ...

人民财讯9月25日电，重庆市发展和改革委员会公开征求《支持动力电池回收利用产业高质量发展若干 政策措施（征求意见稿）》意见，其中指出，培育壮大一批技术装备先进、管理运营规范、创新能力突 出、引领带动力强的动力电池综合利用龙头企业。因地制宜支持废旧动力电池回收处理规模大、综合利 用水平高的龙头企业发展。 ...

Core Viewpoint - The implementation of the "Interim Measures for the Recycling and Utilization of Waste Power Batteries for New Energy Vehicles in Sichuan Province" marks a significant step in regulating the recycling of power batteries, addressing the urgent need for a structured approach to handle the anticipated surge in retired batteries as the number of new energy vehicles increases [1][3]. Group 1: Current Situation and Challenges - As of the end of 2024, Sichuan Province is expected to have 1.402 million new energy vehicles, a year-on-year increase of 56.4%, leading to a potential first wave of retired power batteries in the next 2-3 years [1]. - The current recycling landscape is characterized by a lack of a high-value comprehensive utilization industry, with many batteries flowing into informal "small workshops," which undermines the operations of legitimate recycling enterprises [1][2]. - The total amount of retired power batteries in China exceeded 580,000 tons in 2023, with projections of 1.04 million tons by 2025 and 3.5 million tons by 2030, while the standardized recycling rate remains below 25% as of the end of 2023 [2]. Group 2: Policy and Regulatory Framework - The "Measures" provide institutional support for establishing a closed-loop recycling system for power batteries throughout their lifecycle, focusing on regional center construction, recycling norms, supportive measures, supervision, and legal responsibilities [2][3]. - The national-level "Action Plan for Improving the Recycling and Utilization System for New Energy Vehicle Power Batteries" and the revised "Industry Norms for the Comprehensive Utilization of Waste Power Batteries" aim to enhance the regulatory framework, but local adaptations are necessary for effective implementation [3]. Group 3: Future Directions and Opportunities - The government and industry should collaborate to seize the development opportunities in the retired battery recycling sector, establishing mandatory recycling mechanisms and providing incentives for compliant enterprises while cracking down on illegal activities [4]. - Companies are encouraged to innovate in recycling, disassembly, and remanufacturing processes to improve resource recovery rates and reduce energy consumption, positioning themselves as leaders in technology and standards within the industry [4]. - The true maturity of the new energy vehicle industry will be reflected not only in production and sales growth but also in the enhancement of lifecycle management, with Sichuan's regulatory innovations serving as a model for other regions [4].

Core Insights - The Ministry of Industry and Information Technology is focusing on the establishment of a recycling system for new energy vehicle power batteries, indicating a shift towards standardized development in the industry [2] - The decline in lithium carbonate prices is creating economic pressure on battery recycling companies, leading to reduced interest in recycled materials [3][4] - The battery recycling industry is facing challenges from an oversaturated market, with a significant increase in registered companies over the past decade [5][6] Industry Challenges - The continuous drop in lithium carbonate prices has diminished the price advantage of recycled battery materials, with prices falling to as low as 58,000 yuan per ton [3][4] - The recycling market is experiencing a decline in revenue, with the market size for recycled lithium-ion batteries dropping by 31% to 8.66 billion yuan [4] - The influx of new companies into the battery recycling sector has led to increased competition and market chaos, making it difficult for established companies to operate efficiently [5][6] Technological Developments - Advances in battery pack technology have made disassembly more challenging, complicating the recycling process [7][8] - Companies are exploring innovative recycling methods, such as using organic acids for green recovery and extraction of valuable materials [15][16] - The industry is in need of improved technical capabilities for battery sorting and reassembly, with some companies developing advanced technologies to enhance efficiency and accuracy [10][15] Regulatory Environment - New policies and regulations are being implemented to address the chaos in the battery recycling industry, including the "Action Plan for Improving the Recycling System" [11][12] - The introduction of a "battery identification system" aims to enhance traceability and accountability in the recycling process [13] - The upcoming "Regulations on the Recycling and Comprehensive Utilization of Lithium Batteries" is expected to further standardize practices in the industry [14][12] Market Dynamics - The battery recycling market is characterized by a high level of fragmentation, with over 17,700 registered companies, many of which are newly established [5][6] - The industry is witnessing a shift towards more sustainable practices, with a focus on reducing environmental impact and improving worker safety [8][9] - The need for a comprehensive and standardized approach to battery recycling is becoming increasingly urgent as the volume of retired batteries rises [17]

Core Viewpoint - The Sichuan Provincial Economic and Information Technology Department, along with nine other departments, has issued a work plan to establish regional centers for the recycling and utilization of power batteries from new energy vehicles, aiming to create a comprehensive and efficient recycling system for retired batteries [1][2]. Group 1: Policy and Regulatory Framework - The work plan aims to accelerate the construction of a standardized and efficient recycling system for retired power batteries, with a target of reaching 1.402 million new energy vehicles in Sichuan by the end of 2024 [1]. - The "Interim Measures for the Management of Recycling and Utilization of Retired Power Batteries from New Energy Vehicles" was released on April 23, marking the first provincial-level regulatory document in China for this sector [1]. - The State Council has recognized the importance of enhancing the recycling capacity of power batteries as they enter a phase of large-scale retirement [2]. Group 2: Market Potential and Challenges - The recycling of retired batteries can meet 24% of lithium, 31.2% of cobalt, and 16.8% of nickel demand annually, which is crucial for the sustainable development of the new energy vehicle industry [2]. - The market for power battery recycling is projected to exceed 100 billion yuan by 2030, but the current standardized recycling rate is below 25%, with many batteries ending up in unqualified small workshops [2]. - The Ministry of Industry and Information Technology has emphasized the need for comprehensive supervision across the entire battery lifecycle, from production to disposal [2]. Group 3: Industry Development and Opportunities - Sichuan, as a major lithium battery province, holds the richest lithium reserves in China and accounts for about 20% of the national power battery production [3]. - The province is working to establish a complete industrial chain from lithium resource development to battery recycling, which will promote technological innovation and create a sustainable industrial ecosystem [3].

Group 1 - The core viewpoint of the news is the establishment of a regional center for the recycling and utilization of used power batteries in Sichuan Province, aiming to create a comprehensive and efficient recycling system for retired batteries by the end of 2024 [1][2] - By the end of 2024, the number of new energy vehicles in Sichuan is expected to reach 1.402 million, with a peak in battery retirements anticipated in the next 2-3 years [1][2] - The national new energy vehicle ownership is projected to reach 31.4 million by the end of 2024, highlighting the growing importance of battery recycling as the volume of retired batteries increases [1][2] Group 2 - The recycling of retired batteries can meet significant portions of annual demand for lithium (24%), cobalt (31.2%), and nickel (16.8%), which is crucial for the sustainable development of the new energy vehicle industry [2] - The current standardized recycling rate of power batteries in China is below 25%, with many batteries ending up in unregulated small workshops, indicating a need for stricter regulations [2] - The Ministry of Industry and Information Technology emphasizes the importance of comprehensive supervision across the battery lifecycle, from production to disposal, to prevent environmental pollution and ensure safety [2] Group 3 - Sichuan Province, rich in lithium resources, accounts for about 20% of the national power battery production, and is developing a complete industrial chain from lithium mining to battery recycling [3] - The establishment of a recycling system is expected to promote technological innovation and create a sustainable industrial ecosystem [3]

Core Insights - The retirement of power batteries in China's first batch of new energy vehicles is approaching, creating a significant market opportunity for battery recycling and utilization [1][4] - The battery recycling industry is projected to become a trillion-yuan market, driven by the increasing volume of retired batteries and the need for sustainable resource management [4][8] Industry Overview - The number of battery recycling-related enterprises in China has reached 172,000, with a continuous growth trend over the past decade [2] - The market for retired battery recycling is expected to exceed 280 billion yuan by 2025, with the volume of retired batteries projected to reach 820,000 tons [4][8] Regional Focus - Shanxi province, as a traditional energy province, is undergoing a green transformation, with companies like DinoSi actively participating in the battery recycling industry [3][5] - The city of Taiyuan has already begun the transition to electric taxis, with approximately 8,000 batteries expected to retire in 2024, leading to significant business opportunities [3] Technological Aspects - The recycling process involves multiple stages, including testing, disassembly, and resource recovery, which require advanced technology and expertise [5][6] - The industry faces challenges such as fluctuating raw material prices and competition from new materials, impacting profit margins for recycling companies [6] Policy and Regulation - The Chinese government is enhancing the regulatory framework for battery recycling, with initiatives aimed at establishing a comprehensive recycling system and monitoring the entire lifecycle of batteries [7][8] - Local policies in Shanxi are being implemented to promote the recycling industry and ensure compliance with national standards [7]

Core Viewpoint - The article emphasizes the importance of recycling retired power batteries from electric vehicles, highlighting their potential for secondary use and resource recovery, which can alleviate environmental pressure and enhance resource security in the new energy vehicle industry [1][2]. Group 1: Current Status and Market Potential - The retired power battery market in China is entering a large-scale phase, with an estimated retirement volume of 820,000 tons in 2023, projected to exceed 4 million tons by 2028, and the market size for battery recycling expected to surpass 100 billion yuan by 2030 [1]. - Retired batteries still hold significant value, as they can be repurposed for applications with lower energy density, such as in tricycles, agricultural machinery, and streetlights when their capacity is between 50% and 80% [1]. Group 2: Regulatory and Standardization Efforts - The Ministry of Industry and Information Technology plans to revise the "Comprehensive Utilization Industry Specification Conditions for Waste Power Batteries from New Energy Vehicles" in December 2024, aiming to enhance technical requirements in response to new industry conditions [2]. - The State Council has approved a plan to improve the recycling and utilization system for power batteries, focusing on strengthening management across the entire supply chain [2]. Group 3: Challenges and Solutions - The current recycling rate for retired power batteries in China is below 25%, with issues such as low market entry barriers leading to unqualified entities engaging in recycling, and the complexity of battery sources complicating traceability [3]. - Companies are adopting measures like installing "digital IDs" on batteries to ensure traceability throughout their lifecycle, which is a practice that should be promoted [3]. Group 4: Technological Advancements - There is a need to enhance the automation of battery recycling processes, improve metal recovery rates, and reduce costs, as the lack of standardized specifications complicates the disassembly process [4]. - Companies are encouraged to innovate in technology development to improve recycling efficiency, with examples like GreenMei's intelligent flexible disassembly technology that utilizes image recognition and big data for automated disassembly of various battery models [4].

Core Viewpoint - The recycling and utilization market for power batteries in China's new energy vehicles is entering a significant phase, with the potential for substantial growth as the industry prepares for a wave of battery retirements. The government has approved an action plan to enhance the recycling system, indicating a burgeoning market opportunity [1][2]. Market Potential - The number of retired power batteries in China is projected to reach 820,000 tons by 2025 and exceed 4 million tons by 2028, with the industry value surpassing 280 billion yuan [2]. - The main recycling methods include cascade utilization and disassembly for resource recovery, focusing on extracting valuable metals like lithium, cobalt, and nickel [2]. Environmental Concerns - Used power batteries are considered "environmental bombs" due to their hazardous materials, making standardized recycling crucial for reducing ecological risks and carbon emissions [3]. Technological Support - Advanced recycling technologies, including physical and chemical methods, are essential for safe and efficient battery recovery. Companies like Batray Technology have developed automated disassembly techniques to enhance efficiency and reduce costs [4]. Industry Landscape - The number of companies involved in battery recycling has surged to 172,000, with a continuous increase in registrations over the past decade. The Ministry of Industry and Information Technology has established a "white list" to regulate industry standards [6][9]. - Major automotive and battery manufacturers are actively building recycling systems, with companies like Geely investing over 110 billion yuan in battery technology [7]. Challenges in Regulation - The recycling market faces challenges due to the proliferation of informal recycling channels, leading to safety and environmental risks. Non-compliant operators often outbid legitimate companies, creating a competitive disadvantage for regulated firms [9][10]. - The industry lacks a centralized structure, with many companies operating below capacity, leading to inefficiencies and low utilization rates [10]. Policy and Regulatory Framework - Recent policies aim to strengthen the entire recycling chain, emphasizing producer responsibility and the need for clearer regulations regarding battery manufacturers' roles in recycling [12][13]. - Recommendations include establishing industry associations to promote resource sharing and collaboration, as well as implementing legal measures to regulate recycling practices [13][14]. Global Context - The global trend towards battery recycling is gaining momentum, with the EU setting stringent requirements for battery manufacturers. China is encouraged to adopt similar standards to enhance its recycling framework [15]. Conclusion - The development of a robust recycling system for power batteries is vital for resource security and the promotion of a circular economy, with cascade utilization being a key application area [16].