Core Insights - The Ministry of Industry and Information Technology (MIIT) has announced the fifth batch of enterprises that meet the "Comprehensive Utilization Industry Norms for Waste Power Batteries of New Energy Vehicles," adding 68 new companies, bringing the total to 148 compliant enterprises [1][2] - The announcement indicates a growing recognition of the value of waste power battery recycling, transitioning from a cost-based disposal model to a profit-driven sales model [2][3] - The industry is experiencing rapid growth, with social capital showing high investment enthusiasm, leading to a significant increase in the number of enterprises engaged in waste power battery recycling [3][4] Industry Development - The comprehensive utilization of waste power batteries is a burgeoning industry that began accelerating in 2018, with the first batch of five enterprises primarily focused on recycling [2][4] - The MIIT revised the norms in December 2019 to include tiered utilization enterprises, reflecting the evolving landscape of the industry [2] - The announcement of compliant enterprises has become a benchmark for the industry, with over 90% of the total utilization volume attributed to these companies, significantly influencing technological advancements [3] Market Trends - The demand for lithium, cobalt, and nickel has surged due to the rapid growth of the new energy vehicle industry, leading to a tight supply and increased prices for battery raw materials [3][4] - Companies are exploring new business models, such as "waste for raw materials," to mitigate the impact of raw material price fluctuations and enhance resource recycling efficiency [4] - The industry is expected to transition from a growth phase to a mature phase, with the emergence of strong leading enterprises and increased market concentration [4][5] Technological Advancements - The recycling process for waste power batteries has improved, with the main recycling enterprises achieving a metal recovery rate of over 90%, reaching international advanced levels [3] - The MIIT's norms have provided clear guidelines for enterprises, fostering innovation and enhancing research and development capabilities within the industry [5]

来源：中国新闻网 为规范废旧动力电池回收利用，《办法》共7章27条，从区域中心建设、回收利用规范、鼓励支持措 施、监督检查、法律责任等方面为规范废旧动力电池回收利用活动提供制度支撑。 中新网成都5月7日电 (单鹏)《四川省新能源汽车废旧动力电池回收利用管理暂行办法》(以下简称《办 法》)政策吹风会7日在成都举行。会上透露，作为全国首个省级层面专门规范废旧动力电池回收利用工 作的规范性文件，《办法》将于今年6月1日起施行。 政策吹风会现场。 乔薇 摄 4月22日，四川省政府办公厅印发《办法》。在政策吹风会上，四川省经济和信息化厅党组成员、副厅 长、新闻发言人曾吉明表示，制定《办法》，是发展废旧动力电池循环利用产业的要求，也是规范废旧 动力电池回收利用活动的需要。 数据显示，截至2024年底，四川省新能源汽车保有量达140.2万辆，其中，成都作为全国汽车保有量第 一城，新能源汽车保有量已经达到93.25万辆。预计未来两至三年，四川省废旧动力电池将迎来第一轮 大规模"退役潮"，回收利用市场前景广阔。 但由于市场成本等原因，目前大量废旧动力电池流入小散乱的"小作坊"。此类"小作坊"不具备规范条 件，存在严重的安全隐患 ...