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]

截至目前，我国已发布动力电池回收利用国家标准22项，涵盖动力电池回收通用要求、管理规范、拆解 规范、余能检测、再生利用、锂离子废弃物回收利用、再生黑粉等多个方面，有力支撑和引领动力电池 回收产业高质量发展。 刘洪生说，动力电池结构复杂，应用场景多样，涉及行业众多，给高效回收利用带来挑战。与此同时， 动力电池富含锂、钴、镍等重要金属，能够高效提取和再生利用这些重要金属，对重要矿产资源保护具 有重要意义。 市场监管总局标准技术司司长刘洪生介绍，我国即将迎来动力电池规模化退役阶段，预计到2030年动力 电池回收国内市场规模将突破千亿元。 工业和信息化部节能司一级巡视员尤勇表示，进一步发挥标准的规范引领作用，要抓好《电动自行车用 锂离子蓄电池安全技术规范》等锂电池产品强制性标准落实，禁止在电动自行车等领域使用废旧动力电 池再利用产品。 《车用动力电池回收利用 拆解规范》《车用动力电池回收利用 余能检测》等国家标准实施以来，在行 业内得到大规模推广应用，促进了产业规范化、规模化的健康有序发展。通过实施应用标准，部分企业 镍钴锰回收率达99.6%、锂回收率达96.5%，促进产业绿色低碳可持续发展，取得较大的经济、社会和 ...

在政策推动与市场需求的双重驱动下，动力电池回收利用标准的实施取得了显著成效。据刘洪生介绍， 《车用动力电池回收利用 拆解规范》《车用动力电池回收利用 余能检测》等国家标准的实施，促进了 产业规范化、规模化发展。通过实施应用标准，部分企业实现镍钴锰回收率达99.6%、锂回收率达 96.5%，促进产业绿色低碳可持续发展，取得较大的经济、社会和生态效益。 目前，在国际标准方面，动力电池回收利用的相关标准制定尚处于早期阶段，国际电工委员会蓄电池和 蓄电池组技术委员会（IEC/TC21）在二次电池二次使用方面开展了一定探索。据市场监管总局标准创 新司副司长郭晨光介绍，我国专家正在积极参与梯次利用电池性能评估方法和分类、退役电池回收通用 指南等全部相关国际标准的制定。截至目前，已有近40名中国专家活跃在国际标准组织电池相关技术机 构中，实现了国际标准制定工作组中国专家全覆盖。 本报记者 何可 2024年，我国新能源汽车产量突破1300万辆，产销量连续10年保持全球第一。根据新能源汽车电池使用 寿命推算，我国即将迎来动力电池规模化退役阶段。据统计，2024年国内动力电池回收利用量突破30万 吨，对应市场规模超480亿元，预 ...

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].

Core Viewpoint - China has established 22 national standards for the recycling and utilization of power batteries, promoting the healthy and orderly development of the industry through standardized practices [1][2]. Group 1: National Standards - The State Administration for Market Regulation and the Ministry of Industry and Information Technology have approved five national standards, including the "Technical Specification for the Recycling and Utilization of Waste Battery Chemicals" [1]. - The implementation of standards such as "Disassembly Specifications for Vehicle Power Battery Recycling" and "Residual Energy Detection for Vehicle Power Battery Recycling" has led to significant industry adoption, achieving nickel-cobalt-manganese recovery rates of 99.6% and lithium recovery rates of 96.5% [1]. Group 2: International Standards - China is a leading country in both the production and recycling of power batteries, with experts actively participating in the development of international standards related to battery recycling [2]. - A proposal for the IEC international standard on "General Guidelines for Deep Discharge in Battery Recycling," led by China, has been successfully established, with nearly 40 Chinese experts involved in international standard organizations [2]. Group 3: Future Developments - The Ministry of Industry and Information Technology is accelerating the revision of green design standards for power battery specifications and dimensions, promoting resource-saving and easily recyclable product designs [2]. - The ministry is also working on mandatory national standards for safety requirements in battery disassembly and crushing, as well as enforcing strict regulations against the reuse of waste power batteries in electric bicycles [2].