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关乎产业与民生大计,废旧动力电池回收没有“灰色地带”
第一财经· 2026-01-18 14:29
Core Viewpoint - The article discusses the newly released "Interim Measures for the Recycling and Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles," emphasizing the importance of monitoring the entire lifecycle of waste batteries to ensure public safety and environmental protection [2][3]. Group 1: Industry Context - The rapid development of China's new energy vehicle industry is highlighted, with projections indicating that by 2025, production and sales of new energy vehicles will exceed 16 million units, accounting for nearly half of new car sales in the country [3]. - It is estimated that by 2025, the domestic waste power battery generation will reach nearly 400,000 tons, and by 2030, it will exceed 1 million tons, raising concerns about the disposal of these batteries [3]. Group 2: Safety and Environmental Concerns - The article stresses the need to prioritize public safety and environmental security in the recycling process of waste power batteries, which contain hazardous materials like nickel, cobalt, manganese, lithium, and fluorine compounds [4][5]. - Improper disposal of these batteries can lead to both visible and hidden environmental hazards, with the latter potentially taking decades to manifest [5]. Group 3: Regulatory Challenges - A significant issue is the low standardized recycling rate of less than 25% for waste power batteries, with many batteries ending up in non-compliant enterprises operating in a "gray area" [6]. - The article points out that these non-compliant entities lack the necessary qualifications and pose safety and environmental risks, particularly when retired batteries are illegally repurposed for electric bicycles, leading to safety incidents [6][7]. Group 4: Policy Measures - The "Interim Measures" clarify the responsibilities of battery manufacturers and new energy vehicle producers in the recycling process, aiming to eliminate the "gray area" by holding specific parties accountable [7]. - The concept of "cascade utilization" has been abandoned in the new regulations, prohibiting any organization or individual from using waste batteries in electric bicycles or other prohibited areas, thus closing previous loopholes [7]. Group 5: Legal Framework - The article calls for the strengthening of legal frameworks to enhance the deterrent effect of regulations, noting that the "Interim Measures" are still at the regulatory level and further legislative progress is needed [8]. - The measures are seen as a small step that could lead to significant advancements in industrial upgrading, ecological protection, and public safety [9].
一财社论:关乎产业与民生大计 废旧动力电池回收没有“灰色地带”
Di Yi Cai Jing· 2026-01-18 14:02
Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has introduced the "Interim Measures for the Recycling and Comprehensive Utilization of Waste Power Batteries from New Energy Vehicles," aiming to ensure public safety and environmental protection through comprehensive monitoring of waste power batteries [1] Group 1: Industry Context - The rapid development of China's new energy vehicle industry is projected to see production and sales exceed 16 million units by 2025, accounting for nearly half of new car sales in the domestic market [1] - The country is expected to enter a phase of large-scale retirement of power batteries, with an estimated 400,000 tons of waste batteries generated by 2025 and over 1 million tons by 2030 [1] Group 2: Environmental and Safety Concerns - Waste power batteries contain hazardous materials such as nickel, cobalt, manganese, lithium, and fluorinated compounds, which can pose significant environmental risks if not disposed of properly [2] - The improper handling of waste batteries can lead to both visible and hidden dangers, with the latter potentially taking decades to manifest [2] Group 3: Regulatory Challenges - As of the end of 2023, the standardized recycling rate for new energy vehicle batteries in China is less than 25%, with many batteries ending up in non-compliant enterprises operating in a "gray area" [3] - These non-compliant enterprises often lack the necessary qualifications and pose safety and environmental risks, particularly when retired batteries are illegally repurposed for electric bicycles, leading to safety hazards such as fires [3][4] Group 4: Policy Implementation - The "Interim Measures" clarify the responsibilities of battery manufacturers and new energy vehicle producers in the recycling process, emphasizing accountability to prevent responsibility shifting [4] - The concept of "second-life applications" for waste batteries has been eliminated, prohibiting any organization or individual from using waste batteries directly or after processing in electric bicycles or other prohibited areas [4] Group 5: Legal Framework - The "Interim Measures" are part of a broader initiative to enhance the legal framework governing battery recycling, with a call for accelerated legislation to strengthen regulatory measures [6] - The measures aim to address the imbalance between industry development and regulatory compliance, emphasizing the importance of prioritizing public safety and environmental protection [6]