报道还提到，到目前为止，114个不同的国家或地区购买了1000万美元以上的中国电池，这为中国的全球领先 电池行业提供了宝贵的销售和分销渠道。这意味着即便未来几年出现竞争对手电池生产的零星领域，中国仍 可能在电动汽车和BESS电池供应方面保持主导地位。 【环球网财经综合报道】日前，福建宁德召开动力电池回收标准稳链经验交流座谈会，会议强调要加强动力 电池回收利用标准化技术组织建设，加快有关标准研制，不断优化和完善我国动力电池回收利用标准体系。 要充分认识动力电池回收利用标准化工作的重要意义，全面推进相关标准化工作走深走实。 中商产业研究院近日发布报告提出，动力电池作为新能源汽车的核心部件，其内部富含锂、钴、镍等战略性 金属材料，即便在退役后仍具备显著的资源循环利用价值。当前，伴随新能源汽车产业的高速发展及早期装 机电池陆续达到使用年限，我国动力电池正加速迈入规模化退役的新阶段。展望未来，我国动力电池回收行 业前景广阔。 另据路透社近日发文称，中国电池和电池能源存储系统出口在2025年前9个月创历史新高，增长24%，电动汽 车和清洁能源需求的全球增长推动了这一增长。德国和美国是中国的主要市场，分别占据第一和第二，而 ...

Core Insights - The rapid development of the new energy vehicle industry has positioned China as the largest producer and consumer of power batteries globally, leading to an impending wave of large-scale battery retirements that necessitates a standardized, safe, and efficient recycling system [1][2] Group 1: Market Overview - China is expected to enter 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 projected to surpass 100 billion yuan by 2030 [2] - The implementation of battery recycling standards has significantly improved resource recovery rates and promoted the standardized and large-scale development of the industry [4] Group 2: Standardization Efforts - The State Administration for Market Regulation has released 22 national standards related to battery recycling, covering various aspects such as general recovery requirements, management specifications, disassembly standards, and recycling of lithium-ion waste [2][3] - A national technical committee for battery recycling standardization is being established to coordinate standards across the entire supply chain, addressing the needs of various sectors including automotive, marine, and energy storage [3] Group 3: Regional Initiatives - Fujian Province has pioneered the integration of battery recycling into local legislation, establishing a supportive policy framework and providing financial incentives for organizations involved in standard-setting and pilot projects [4] - Fujian has three institutions capable of conducting critical safety testing for batteries, with a key laboratory serving as a core platform for risk monitoring and technical evaluation across the industry [4] Group 4: Technological Advancements - Companies like CATL's subsidiary, Bangpu Recycling, have achieved high recovery rates of 99.6% for nickel-cobalt-manganese and 96.5% for lithium, with plans to process over 120,000 tons of waste batteries in 2024 [5] - Quanzhou Qingneng Company is expected to process 237 tons of retired batteries in 2024, generating a revenue of 23 million yuan while reducing carbon emissions by 238 tons, showcasing a replicable standardized model [5] Group 5: International Collaboration - China is actively participating in the formulation of international standards for battery recycling, with experts involved in developing performance evaluation methods and general guidelines for retired battery recycling [6][7] - The country has successfully proposed an IEC international standard for deep discharge guidelines in battery recycling, with nearly 40 Chinese experts engaged in relevant international technical organizations [7]

Core Viewpoint - China has released 22 national standards for the recycling and utilization of power batteries, which support the high-quality development of the power battery recycling industry [1][2]. Group 1: National Standards and Implementation - The national standards cover various aspects such as general requirements for battery recycling, management specifications, disassembly standards, residual energy detection, and recycling of lithium-ion waste [1][2]. - The implementation of standards like "Disassembly Specifications for Vehicle Power Battery Recycling" and "Residual Energy Detection for Vehicle Power Battery Recycling" has led to large-scale promotion in the industry, enhancing the healthy and orderly development of the sector [2]. - The expected domestic market scale for power battery recycling is projected to exceed 100 billion yuan by 2030 [1]. Group 2: Economic and Environmental Impact - The application of standards has resulted in significant recovery rates, with nickel, cobalt, and manganese recovery rates reaching 99.6% and lithium recovery rates at 96.5%, promoting green and sustainable development in the industry [2]. - The recycling process of power batteries is crucial for the efficient extraction and regeneration of important metals like lithium, cobalt, and nickel, which is significant for the protection of vital mineral resources [2]. Group 3: Technical Standards and Quality Assurance - The national standard "Recycled Black Powder for Lithium-Ion Batteries" defines key technical requirements such as classification, chemical composition, and harmful substance limits, which will enhance the quality of domestic recycled black powder [2]. - The series of standards for "Recycling and Reuse of Vehicle Power Batteries" stipulates harmful substance handling processes, ensuring pollution control during the recycling phase and promoting a reduction in overall energy consumption by over 30% [3]. - Strict resource recovery rate indicators have been established, requiring comprehensive recovery rates of nickel, cobalt, and manganese to be no less than 98%, and lithium recovery rates to be no less than 85% [3].

Core Viewpoint - The Chinese government is actively promoting the recycling and utilization of retired power batteries, which is expected to reach a market scale of over 100 billion yuan by 2030, driven by the implementation of national standards and increasing demand for sustainable practices [1][2]. Group 1: Market Overview - The market for retired power battery recycling is projected to exceed 30,000 tons in 2024, corresponding to a market scale of over 48 billion yuan [1]. - China's production of new energy vehicles is expected to surpass 13 million units in 2024, maintaining its position as the global leader for ten consecutive years [1]. Group 2: Standardization Efforts - As of now, China has released 22 national standards related to power battery recycling, covering disassembly specifications, residual energy detection, and regeneration utilization [1]. - The implementation of standards has led to significant recovery rates, with some companies achieving a nickel, cobalt, and manganese recovery rate of 99.6% and lithium recovery rate of 96.5% [2]. Group 3: Resource Recovery and Sustainability - The recycling of power batteries is seen as a new source of "urban mining," allowing for the efficient extraction and regeneration of strategic metals like lithium, cobalt, and nickel, thereby reducing reliance on primary mineral extraction [3]. - National standards emphasize high resource recovery efficiency, with requirements set for comprehensive recovery rates of nickel, cobalt, and manganese not lower than 98%, and lithium recovery not lower than 85% [3]. Group 4: Regional Contributions - Fujian Province is a key production base for the power battery industry, actively participating in the formulation of national and local standards, and contributing to international standardization efforts [3].

Core Insights - The domestic market for power battery recycling in China is expected to exceed 100 billion yuan by 2030, marking the beginning of a large-scale retirement phase for power batteries [2] - In 2024, the domestic recycling volume of power batteries is projected to surpass 300,000 tons, corresponding to a market scale of over 48 billion yuan [3] Group 1: Industry Standards and Support - 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, providing strong technical support for the industry's growth [3] - A total of 22 national standards for power battery recycling have been published, covering various aspects such as general requirements, management specifications, disassembly standards, residual energy testing, and recycling of lithium-ion waste [3][4] Group 2: 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, with plans to process over 120,000 tons of waste batteries in 2024 [3] - Quanzhou Qingneng Company aims to process 237 tons of retired batteries in 2024, achieving a carbon reduction of 238 tons and generating a revenue of 23 million yuan [4] Group 3: Future Directions - The next steps include accelerating the construction of the power battery recycling standard system, focusing on areas such as green design, residual energy testing, discharging, storage, and directional recycling [4]

Core 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 Growth - 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 regulatory authority has released 22 national standards related to power battery recycling, covering various aspects such as general requirements, management norms, disassembly standards, and recycling of lithium-ion waste [3]. Group 2: Technological Advancements - Contemporary companies like CATL's subsidiary, Bangpu Recycling, have developed advanced DRT directional recycling technology, achieving a nickel-cobalt-manganese recovery rate of 99.6% and a lithium recovery rate of 96.5% [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 3: Environmental Impact and Standards - Companies such as Quanzhou Qingneng are contributing to carbon reduction, with plans 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 market regulatory authority aims to accelerate the establishment of a standard system for power battery recycling, focusing on green design, energy detection, discharging, storage, and directional recycling [4].

Core Viewpoint - The Chinese government is accelerating the establishment of a standardized system for the recycling and utilization of power batteries, particularly in the context of the rapidly growing new energy vehicle industry, which is expected to face a large-scale retirement of batteries soon [3][6]. Group 1: Current Standards and Regulations - A total of 22 national standards for power battery recycling and utilization have been published, covering various aspects such as general requirements, management norms, disassembly standards, residual energy detection, and recycling of lithium-ion waste [3][4]. - The national standard for recycled black powder from lithium-ion batteries has been established, detailing key technical requirements including definitions, classifications, chemical composition, and limits on harmful substances [3][4]. Group 2: Future Plans and Initiatives - The Ministry of Industry and Information Technology plans to revise and establish mandatory standards for lithium battery products across various application fields to enhance the regulation of power battery recycling [5][6]. - Future efforts will focus on three main areas: revising green design standards for battery production, enhancing recycling standards for process management, and developing safety standards for battery disassembly and recycling [6][8]. Group 3: Market Potential - The domestic recycling volume of power batteries is projected to exceed 300,000 tons in 2024, corresponding to a market scale of over 48 billion yuan, with expectations to surpass 100 billion yuan by 2030 [3]. - The comprehensive recovery rates for nickel, cobalt, and manganese are mandated to be no less than 98%, while lithium recovery is set at a minimum of 85% [4]. Group 4: Standardization Efforts - A national technical committee for the standardization of power battery recycling and utilization is being established to enhance the management of standardization efforts across various industries [7][8]. - The market regulatory authority will work closely with relevant departments to accelerate the development of important standards and improve the overall standard system for power battery recycling [8].

Core Insights - The rapid growth of electric vehicle ownership in China is leading to an increase in retired power batteries, making recycling a critical aspect for the healthy development of the industry [1] - The National Standardization Administration has approved five national standards, including the "Evaluation Technical Specification for the Recycling and Utilization of Waste Battery Chemicals," to enhance the recycling standard system for power batteries [1] Industry Development - 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, with projections to surpass 100 billion yuan by 2030 [1] - A total of 22 national standards for power battery recycling have been released, covering various aspects such as general requirements, management specifications, disassembly standards, residual energy detection, and recycling of lithium-ion waste [1] Standardization Efforts - The Ministry of Market Regulation and the Ministry of Industry and Information Technology are working together to establish a National Technical Committee for Power Battery Recycling Standardization to unify standards across the industry [2] - The implementation of the "Disassembly Specifications for Used Power Batteries" has improved disassembly efficiency by over 50%, promoting standardized development in physical processing [2] Environmental Impact - The series of standards for the recycling and utilization of power batteries aim to ensure that harmful substances are managed properly, achieving a reduction in overall energy consumption by over 30% [3] - Strict resource recovery rate indicators have been established, requiring a comprehensive recovery rate of no less than 98% for nickel, cobalt, and manganese, and no less than 85% for lithium [3] International Collaboration - Chinese experts are actively participating in the formulation of international standards related to battery performance evaluation and recycling guidelines, with nearly 40 experts involved in international standard organizations [3] - The proposal for the "General Guidelines for Deep Discharge in Battery Recycling" has been successfully established as an IEC international standard [3] Future Initiatives - The Ministry of Industry and Information Technology plans to strengthen collaboration with the National Market Regulation Administration to accelerate the revision of green design standards for power batteries [4] - The development of mandatory national standards for key aspects of power battery recycling will be prioritized, including safety guarantees and the prohibition of using retired power batteries in electric bicycles [4]

Core Insights - China is becoming a major player in both the production and utilization of power batteries, with a projected recycling volume of over 300,000 tons in 2024, corresponding to a market size exceeding 48 billion yuan, and expectations to surpass 100 billion yuan by 2030 [1] Group 1: Regulatory Framework - The State Administration for Market Regulation (SAMR) is actively promoting the standardization of power battery recycling, having released 22 national standards covering various aspects such as general requirements, management norms, disassembly standards, and recycling of lithium-ion waste [1][2] - New standards have been developed for the collection, storage, and transportation of retired power batteries, ensuring traceability and safety during the recycling process [2] Group 2: Physical and Chemical Processing - National standards for the physical processing of power batteries have been established, improving safety and environmental protection during disassembly and recycling, with disassembly efficiency increasing by over 50% following the implementation of these standards [2] - In the chemical regeneration aspect, standards have been set to regulate the treatment of hazardous substances, leading to a reduction in pollutant emissions and a decrease in overall energy consumption by more than 30% [2] Group 3: Resource Recovery and Quality Standards - The SAMR has issued standards to address the lack of unified planning in the recycling network, detailing requirements for the establishment of recycling service points and ensuring compliance and safety throughout the recycling process [3] - A new standard for recycled black powder, a key intermediate product, has been introduced to enhance the quality of domestic recycled products and ensure environmental safety in downstream smelting processes [3] Group 4: Resource Recovery Rates - New standards have been set for resource recovery rates, mandating a minimum recovery rate of 98% for nickel, cobalt, and manganese, and at least 85% for lithium, to mitigate resource waste and environmental impact [4] - Future efforts will focus on accelerating the construction of a standard system for battery recycling, emphasizing green design and energy detection [4]

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].