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 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].

Core Viewpoint - The National Market Regulation Administration (NMR) emphasizes the importance of establishing a standardized system for the recycling and utilization of power batteries to support the high-quality development of the industry, especially as China approaches a large-scale retirement phase for these batteries by 2024 [4][13]. Group 1: Industry Development and Market Size - China is projected to recycle over 300,000 tons of power batteries by 2024, corresponding to a market size exceeding 48 billion yuan, with expectations to surpass 100 billion yuan by 2030 [4]. - The rapid growth of the new energy vehicle industry has positioned China as a major producer and user of power batteries, necessitating a robust recycling framework [4][13]. Group 2: Standardization Efforts - The NMR has approved and published five national standards related to battery recycling, contributing to a total of 22 standards that cover various aspects such as general requirements, management norms, disassembly standards, and recycling of lithium-ion waste [5]. - A national technical committee for power battery recycling is being established to enhance the coordination of standards across the entire industry chain, including raw materials, battery production, and recycling processes [6]. Group 3: Implementation and Impact of Standards - The implementation of standards has led to significant improvements in the recycling industry, with some companies achieving nickel, cobalt, and manganese recovery rates of 99.6% and lithium recovery rates of 96.5% [7]. - The standards have facilitated the safe and efficient collection, transportation, and processing of retired batteries, ensuring environmental protection and compliance with safety regulations [9][10]. Group 4: Future Plans and International Cooperation - The NMR plans to accelerate the development of additional important standards and enhance the technical organization for battery recycling, aiming to improve the overall standard system [7][24]. - China is actively participating in international standardization efforts for battery recycling, with experts involved in the development of global standards and guidelines [20][22].

Core Insights - China has become a major producer and consumer of power batteries, with projected production of over 13 million new energy vehicles in 2024, maintaining the global lead for 10 consecutive years [1] - The country is entering a phase of large-scale retirement of power batteries, with an estimated recycling 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] - The State Administration for Market Regulation is actively promoting the standardization of power battery recycling to support the industry's development [1][2] Group 1: Standardization and Regulations - The State Administration for Market Regulation, in collaboration with relevant departments, is developing national standards for the entire power battery recycling industry chain, providing strong technical support for the sector [1] - Standards have been established for collection, storage, transportation, and handling of retired batteries, ensuring traceability and safety during the recycling process [1][2] - The "General Requirements for Recycling and Utilization of Vehicle Power Batteries" standard specifies packaging insulation, safety classification, and information traceability, promoting controllable traceability and safe transportation [1] Group 2: Physical and Chemical Processing Standards - National standards for physical processing, including disassembly, discharge, and sorting, have been revised to enhance safety and environmental protection during battery processing [2] - The "Disassembly Specifications for Used Power Batteries" standard has improved disassembly efficiency by over 50% [2] - Chemical recycling standards have been published to regulate harmful substance handling and reduce pollutant emissions, achieving a reduction in overall energy consumption by over 30% [2] Group 3: Resource Recovery and Efficiency - The recycling of power batteries is seen as a new source of "urban mining," allowing for efficient extraction and recycling of strategic metals like lithium, cobalt, and nickel, which is crucial for supply chain stability and green economy [3] - Standards have been established to regulate the construction of recycling networks, ensuring compliance and safety throughout the recycling process [4] - The "Recycling Utilization of Vehicle Power Batteries" standard sets strict recovery rate targets, requiring a minimum recovery rate of 98% for nickel, cobalt, and manganese, and 85% for lithium [5] Group 4: Future Directions - The State Administration for Market Regulation plans to further optimize the standard system, focusing on key areas such as recycling efficiency, carbon footprint accounting, and the traceability of recycled materials [5][6]

Core Viewpoint - The rapid growth of China's new energy vehicle (NEV) market, with annual production and sales exceeding 13 million units, is leading to a significant wave of retired power batteries, prompting the need for standardized recycling practices [1] Group 1: Regulatory Developments - The Ministry of Industry and Information Technology (MIIT) emphasizes the importance of implementing mandatory standards for lithium battery products, including the prohibition of reusing retired power batteries in electric bicycles [1] - Since the 13th Five-Year Plan, over 30 national and industry standards related to power battery recycling have been published, establishing a preliminary standard system for battery recycling [1] Group 2: Future Standards and Safety - Future efforts will focus on three main categories of standards: enhancing source management to promote green battery design, improving the recycling process standard system, and establishing safety requirements for battery disassembly and crushing [1] - The MIIT aims to strengthen safety guarantees in key recycling processes and explicitly prohibit the reuse of retired power batteries in electric bicycles [1]

Core Viewpoint - The rapid growth of China's new energy vehicle industry is leading to a significant increase in the retirement of power batteries, with projections indicating that the retired battery volume will reach 43 GWh by 2026 and surge to 171 GWh by 2030, highlighting the urgent need for effective recycling and processing solutions [1][2]. Industry Challenges - The retirement of the first large-scale power batteries is creating mounting pressure for recycling and disposal [2]. - The current recycling industry for power batteries in China is still in its early stages, facing challenges in technology, market dynamics, and regulatory frameworks that hinder high-quality development [7]. - Technical bottlenecks exist, particularly in the areas of safety and efficiency for battery testing and recycling processes, which are crucial for scaling up operations [7]. - The informal recycling market is thriving due to cost advantages, leading to environmental and safety risks as many batteries are processed without proper oversight [8]. Recycling and Utilization Strategies - The industry is addressing battery retirement through two main pathways: "cascade utilization" and "recycling," which aim to extend battery life and recover valuable metals [4]. - Cascade utilization involves testing and repurposing retired batteries for less demanding applications, while recycling focuses on extracting valuable materials through advanced processing techniques [4]. Policy and Regulatory Framework - The Chinese government is actively working to establish a comprehensive recycling system for power batteries, with various policies and standards being implemented to guide the industry [10][11]. - Recent initiatives include the establishment of a national monitoring platform for battery recycling and the introduction of a standardized coding system to enhance traceability [11]. Market Dynamics - The battery recycling market is expected to grow significantly, with projections indicating that the comprehensive utilization of retired batteries could exceed 300,000 tons by 2024, reflecting a 33% year-on-year increase [12]. - The market is witnessing an influx of new business models aimed at improving the economic viability and regulatory compliance of battery recycling [11]. Future Directions - Experts suggest that continued efforts are needed to strengthen regulatory oversight and address challenges in recycling processes, including enhancing collaboration between research institutions and industry players [13][14]. - The focus should be on improving transparency and tracking of battery flows throughout their lifecycle to mitigate risks associated with improper disposal [14].

人民财讯9月25日电，重庆市发展和改革委员会公开征求《支持动力电池回收利用产业高质量发展若干 政策措施（征求意见稿）》意见，其中指出，支持在产业发展基础较好的开发区、工业园区等产业园 区，建设集回收、储运、检测、拆解、综合利用于一体的动力电池回收利用产业基地。到2027年，打造 市级动力电池回收利用产业基地2个以上。 ...

Core Insights - The Chongqing Development and Reform Commission is soliciting opinions on the draft policy measures to support the high-quality development of the power battery recycling industry [1] Group 1 - The policy aims to cultivate and strengthen leading enterprises in the comprehensive utilization of power batteries, characterized by advanced technology, standardized management, and strong innovation capabilities [1] - The initiative emphasizes supporting large-scale recycling and processing of used power batteries, focusing on enterprises with high levels of comprehensive utilization [1]

Core Viewpoint - The Ministry of Ecology and Environment is intensifying efforts to combat illegal disposal and dismantling of waste power batteries, which is crucial for the sustainable development of the industry [2][3][10] Group 1: Industry Regulation and Compliance - The illegal dismantling of waste power batteries has been a significant concern, with reports of dangerous practices in small workshops leading to safety risks [3][4] - The crackdown on illegal dismantling is expected to create a favorable environment for legitimate battery recycling companies, allowing them to access more retired battery resources and establish a closed-loop industry model [3][4][10] - Regulatory actions have significantly reduced the operational space for illegal dismantlers, enabling compliant companies to gain market share through quality advantages [4][9] Group 2: Technological Innovation and Economic Impact - The push against illegal dismantling is driving innovation in battery recycling technologies, focusing on low-energy dismantling methods and efficient metal extraction processes [6][10] - Companies are expected to reduce lithium production costs by approximately 20% through technological advancements, enhancing their market competitiveness and reducing reliance on imported resources [6][10] - The reduction of illegal dismantling is projected to lower carbon emissions from the battery lifecycle by 35%, with significant environmental benefits from compliant recycling practices [6][7] Group 3: Environmental and Global Implications - Proper management and recycling of waste batteries contribute to global environmental protection efforts and support China's dual carbon goals [7][8] - The recycling of retired batteries is likened to creating a "mobile mine," with significant amounts of valuable metals available for recovery, potentially reducing dependence on imported minerals [8][9] - The development of a circular economy model in battery recycling aligns with global trends towards sustainable resource utilization and economic development [9][10]

Core Viewpoint - The rapid development of the new energy vehicle (NEV) industry is driving an increase in demand for power batteries, leading to heightened attention on the green recycling and processing of retired NEVs and their batteries [1] Group 1: Strategic Partnership - Greeenmei Co., Ltd. has signed a strategic cooperation framework agreement with Guangdong Lvtong New Energy Electric Vehicle Technology Co., Ltd. to establish a comprehensive strategic partnership in the field of recycling and utilization of new energy vehicles and power batteries [1] - The partnership aims to create a closed-loop industrial chain that includes the recycling of new energy vehicles, power batteries, raw material regeneration, and battery material regeneration, thereby promoting the development of a green low-carbon industry [1] Group 2: Lifecycle Value Chain - The collaboration will focus on building a full lifecycle value chain system for the recycling and utilization of new energy vehicles and power batteries, including after-market maintenance and material recycling [1] - The goal is to enhance global market competitiveness while achieving both economic and environmental benefits [1]