点击蓝字 关注我们 目 录 行业信息 1、欧盟中国商会:对中欧双方推动电动汽车案实现"软着陆"高度欢迎 2、第二届智驾大赛温州站收官 3、孚能科技:赣州基地入选江西创新型中小企业,赋能新能源产业升级 4、蜂巢能源发布全球最大电量插混电池 5、我国今年将加快突破全固态电池、高级别自动驾驶等技术 6、深圳首次实现新能源汽车向电网放电的电费结算 7、NATURE 发表中国科研团队重磅论文：全新钢硫电池能量密度飞升至 200wh/kg 以上 8、特朗普政府批准向中国出口英伟达 H200 芯片 9、三部门召开新能源汽车行业企业座谈会：坚决抵制无序"价格战" 10、蜂巢能源发布 3.5 代脉冲充电技术:提速 25% 11、国务院新闻办:2025年对欧盟出口直流充电桩和储能电池等电工器材增长了 25.4% 12、广东清远市清新区 2025 年发放充电补贴 181.72 万元 13、中国品牌助力，澳大利亚电动化车型 2025 年 12 月销量首次超越燃油车 14、海关总署:2025年锂电池出口增长 26.2% 15、三部门召开新能源汽车行业企业座谈会：坚决抵制无序"价格战" 16、中汽协发布《2025 城市 NOA 汽车辅助 ...

随着新能源汽车产业的快速发展，动力电池的"退役潮"正加速到来。为规范废旧动力电池回收和综合利 用，工信部会同生态环境部、市场监管总局等部门联合印发《新能源汽车废旧动力电池回收和综合利用 管理暂行办法》（以下简称《管理办法》），并在近日召开的新闻发布会上进行解读，明确产业链各环 节主体责任，着力构建规范、安全、高效的回收利用体系。 "退役潮"加速到来 "动力电池是新能源汽车的核心部件，当电池在使用过程中容量衰减至一定程度时，将进入退役阶段， 需要进行回收处理。"工信部节能与综合利用司司长王鹏直指问题核心。 数据显示，2025年我国新能源汽车产销量同比分别增长29%和28.2%，新能源汽车新车销量达到汽车新 车总销量的47.9%。据有关研究机构测算，我国即将进入动力电池规模化退役阶段，到2030年，当年的 废旧动力电池产生量预计将超过100万吨。 生态环境部固体废物与化学品司副司长温雪峰指出："动力电池既含有镍、钴、锰、锂等金属资源，也 含有含氟化合物等有毒有害物质，如果不能规范回收，不但污染环境，而且会浪费资源。" "废旧动力电池回收利用链条长、参与方多，需要厘清链条上各环节相应主体的具体责任和义务，通过 明确 ...

1月14日，据央视新闻报道，市场监管总局根据前期核查，依据《中华人民共和国反垄断法》，对携程 集团有限公司涉嫌滥用市场支配地位实施垄断行为立案调查。 携程随后回应称，已收到通知并将积极配合调查，全面落实监管要求，同时强调业务正常运行，将持续 为用户与合作伙伴提供服务。 消息公布后，资本市场反应剧烈——携程港股当天跌幅6.49%，隔夜美股暴跌17%。1月15日，携程港股 再度上演极限跳水大跌近20%。携程市值蒸发超过1000亿人民币。 我国即将进入动力电池集中退役期 1月16日，从多部门联合举办的《新能源汽车废旧动力电池回收和综合利用管理暂行办法》新闻发布会 上获悉，我国即将进入动力电池规模化退役阶段。据有关研究机构测算，2030年当年的废旧动力电池产 生量将超过100万吨。生态环境部固体废物与化学品司副司长温雪峰表示，动力电池既含有镍钴锰锂等 金属资源，也含有含氟化合物等有毒有害物质，如果不能规范回收，不但污染环境，而且会浪费资源。 此次发布的管理办法明确"车电一体报废"等要求，用法治化手段加强动力电池回收利用管理，将有效规 范各环节参与主体行为。 世界气象组织确认2025年为有记录以来最热年份之一 携程遭反 ...

携程遭反垄断立案调查，千亿市值蒸发 1月14日，据央视新闻报道，市场监管总局根据前期核查，依据《中华人民共和国反垄断法》，对携程 集团有限公司涉嫌滥用市场支配地位实施垄断行为立案调查。 携程随后回应称，已收到通知并将积极配合调查，全面落实监管要求，同时强调业务正常运行，将持续 为用户与合作伙伴提供服务。 消息公布后，资本市场反应剧烈——携程港股当天跌幅6.49%，隔夜美股暴跌17%。1月15日，携程港股 再度上演极限跳水大跌近20%。携程市值蒸发超过1000亿人民币。 当地时间1月14日，世界气象组织（WMO）官网发布公报确认，2025年是有记录以来三个最热的年份 之一，全球异常高温态势持续。过去11年是有记录以来最热的11年，且海洋持续变暖，未有减弱。 过去三年（2023年至2025年）在所有八个数据集中都是最热的三年。整合后的2023年至2025三年平均气 温比工业化前时期高出1.48°C（不确定性范围为±0.13°C）。过去十一年（2015年至2025年）在所有八 个数据集中都是最热的十一年。 聚石化学（688669.SH）：虚假贸易业务虚增收入、成本和利润，被罚670万元 1月9日，聚石化学公告称，收 ...

人民财讯1月16日电，记者1月16日从多部门联合举办的《新能源汽车废旧动力电池回收和综合利用管理 暂行办法》新闻发布会上获悉，我国即将进入动力电池规模化退役阶段。据有关研究机构测算，2030年 当年的废旧动力电池产生量将超过100万吨。生态环境部固体废物与化学品司副司长温雪峰表示，动力 电池既含有镍钴锰锂等金属资源，也含有含氟化合物等有毒有害物质，如果不能规范回收，不但污染环 境，而且会浪费资源。此次发布的管理办法明确"车电一体报废"等要求，用法治化手段加强动力电池回 收利用管理，将有效规范各环节参与主体行为。 转自：证券时报 ...

Core Viewpoint - The article discusses the growing issue of retired electric vehicle batteries in China, emphasizing the importance of recycling and repurposing these batteries to prevent environmental harm and to recover valuable metals like lithium, cobalt, and nickel, which are crucial for the industry [1][3]. Group 1: Battery Recycling and Utilization - China's electric vehicle battery stock has surpassed 40 million units, with the first generation of batteries entering a phase of large-scale retirement [1]. - The recycling of retired batteries can be categorized into two main methods: regeneration, which involves extracting valuable metals through processes like disassembly and smelting, and cascade utilization, which repurposes batteries for other applications such as emergency power sources [2][3]. - The market for battery recycling has already exceeded 300,000 tons, corresponding to a market size of over 48 billion yuan, with projections indicating it could surpass 100 billion yuan by 2030 [3]. Group 2: Challenges in Recycling - The battery recycling market in China is large but lacks standardization, leading to issues with unregulated small workshops profiting from the recycling process [4][5]. - The competition in the recycling market is intense, with many legitimate companies struggling to compete against informal channels that offer higher prices for retired batteries [5]. - There are significant challenges in the technical aspects of battery recycling, including reliance on manual labor for disassembly, which can lead to safety hazards and inefficiencies [5]. Group 3: Regulatory Framework and Standards - The Chinese government has introduced 22 national standards for battery recycling, covering various aspects such as collection, transportation, and processing to ensure safety and environmental protection [6][7]. - New standards have been established to improve the efficiency of battery disassembly by over 50% and to ensure that harmful substances are managed properly during the recycling process [6][7]. - The development of international standards for battery recycling is underway, with Chinese experts actively participating in international standardization efforts [8].

Core Insights - The article discusses the growing importance of recycling used power batteries in China, highlighting the need for effective recovery and utilization systems to prevent environmental pollution and to harness valuable metals like lithium, cobalt, and nickel from retired batteries [6][8][9]. Industry Overview - China's new energy vehicle ownership has surpassed 40 million, with the first batch of power batteries entering a phase of large-scale retirement [6]. - The country has issued 22 national standards for power battery recycling, aiming to transform retired batteries into valuable resources rather than environmental burdens [6][12]. Recycling Methods - There are two main recycling methods for retired power batteries: 1. **Recycling for raw materials**: This involves disassembling, crushing, sorting, and smelting to extract metals [7]. 2. **Second-life utilization**: This includes testing, sorting, and reconfiguring batteries for use in other applications, such as emergency power supplies and energy storage devices [7]. Market Potential - The current recycling volume of power batteries has exceeded 300,000 tons, corresponding to a market size of over 48 billion yuan, with projections indicating the market could surpass 100 billion yuan by 2030 [9]. - The demand for lithium, cobalt, and nickel is expected to rise, with China projected to import approximately 5.25 million tons of lithium concentrate in 2024, a year-on-year increase of about 31% [8]. Challenges in Recycling - The recycling market faces significant challenges, including a lack of standardization and the presence of unregulated small workshops that profit from the recycling of batteries [10][11]. - Many legitimate recycling companies struggle with underutilized capacity and competition from informal channels that offer higher prices for retired batteries [11]. Regulatory Framework - The Chinese government has established a comprehensive regulatory framework, including 22 national standards that cover various aspects of battery recycling, from collection and transportation to physical processing and chemical regeneration [12][13]. - New standards aim to ensure safety, environmental protection, and efficiency in the recycling process, with specific guidelines for the handling and processing of retired batteries [12][13]. International Standards - China has made initial progress in international standardization for power battery recycling, with nearly 40 Chinese experts participating in international standard-setting organizations [14].

Core Insights - The Chinese market is approaching a large-scale retirement phase for power batteries, necessitating significant efforts in battery recycling and utilization [1][2] - The action plan approved by the State Council aims to establish a standardized, safe, and efficient recycling system for power batteries [2] Industry Challenges - The power battery recycling industry is facing several challenges, including an imbalance between input and output, with production costs consistently exceeding sales prices, leading to overall industry losses [3][4] - The market is experiencing overcapacity, with over 180,000 companies involved in battery recycling, but the volume of retired batteries has not yet increased sufficiently to support this many players [4][5] - The presence of small workshops, which account for approximately 80% of the total recycling volume, complicates the market, as they often operate without proper regulations and can offer higher prices than compliant companies [8][11] Technical and Regulatory Issues - There is a lack of unified standards for retired battery assessment and residual value evaluation, which hampers technological advancement in material separation and recovery [6][13] - The recycling network is underdeveloped, with many collection points lacking the necessary infrastructure to handle battery recycling properly [14][15] - Current management policies lack enforceability, and the absence of a robust regulatory framework allows non-compliant entities to thrive [13][10] Market Dynamics - The recycling market is characterized by fierce competition, with small workshops often outbidding compliant companies due to lower operational costs [11][21] - The economic viability of the recycling industry remains uncertain, with only a few companies achieving profitability amid high procurement costs and fluctuating metal prices [19][21] - The future of the industry is expected to trend towards consolidation, with a focus on technological advancements and regulatory compliance to ensure sustainable growth [21][22] Future Outlook - The market for battery recycling is projected to grow significantly, with estimates suggesting that the domestic recycling volume will exceed 300,000 tons by 2024, corresponding to a market size of over 48 billion yuan [3][4] - The dual paths of cascade utilization and recycling are anticipated to coexist, with both sectors expected to expand as the demand for electric vehicles and energy storage solutions increases [17][18] - The industry is calling for national support and policy frameworks to facilitate the development of a comprehensive recycling ecosystem [22]

Core Insights - The 2025 World Power Battery Conference will be held in Yibin on November 12, focusing on new opportunities and collaborations within the battery industry [3] - Yibin's power battery industry has shown significant growth, with a 25.1% increase in added value year-on-year in the first three quarters [3][8] - The conference will emphasize the importance of battery recycling and low-altitude economy, aiming to create new growth points in the industry [5][6] Industry Growth and Developments - Yibin produces 1 out of every 10 power batteries globally, highlighting its significant role in the industry [3] - The Sichuan Times, a subsidiary of CATL, is expected to increase its production capacity by 30 GWh by the end of the year [3] - The province of Sichuan has seen a 49.2% year-on-year increase in power battery production, with an expected annual output surpassing 200 GWh [8] Technological Innovations - The conference will spotlight next-generation battery technologies, particularly all-solid-state batteries, with a new production line set to launch in Yibin [6][7] - Collaboration with international organizations and experts will be a key focus, aiming to address challenges in all-solid-state battery development [7] Strategic Collaborations - The conference aims to enhance strategic cooperation among various regions in Sichuan, promoting local supply chain integration [8] - The emphasis on policy collaboration and standardization across the industry is expected to strengthen the overall ecosystem [7][8]

Core Insights - China is entering a large-scale retirement phase for power batteries, with an estimated recovery volume exceeding 300,000 tons in 2024, corresponding to a market size of over 48 billion yuan, and expected to surpass 100 billion yuan by 2030 [1] Group 1: Industry Overview - China has become a major producer and consumer of power batteries, with new energy vehicle production expected to exceed 13 million units in 2024, maintaining the global lead for 10 consecutive years [1] - 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 recovery and utilization industry chain [1] Group 2: Standards and Regulations - National standards have been developed for the collection, storage, and transportation of retired power batteries, ensuring traceability and environmental safety during the recovery process [1] - In the area of physical processing, national standards for disassembly, discharge, and sorting of power batteries have been revised to promote standardized development and ensure safety and environmental protection [1] - In terms of chemical regeneration, a series of national standards have been issued regarding intermediate products, testing methods, and waste treatment in battery regeneration, effectively reducing pollutant emissions and supporting energy conservation and carbon reduction in the industry [2]