自2024年10月18日挂牌成立以来，中国资源循环集团(以下简称"中国资环集团")以"国家队"身份展开一 系列的战略布局，其通过央地协同与产业链垂直整合的双轮驱动，加速构建了覆盖废钢、电子产品、废 旧电池、有色金属、塑料等全领域的资源循环生态系统。 晋景新能拥有的香港首间动力电池处理设施对于组建战略性再生资源全球供应链具有特殊的战略性意 义。据公开资料显示，晋景新能的香港首间动力电池处理设施是香港乃至大湾区新能源产业链的关键项 目，集智能处理、梯次利用、资源再生于一体的高智能储能产品处理基地，设计产能直接可满足香港 2035年规划的电动车电池处理需求，预计于2025年底试运营，并于2026年正式投产。在签约仪式上，香 港特区政府环境及生态局局长谢展寰出席並表示，该项目既是香港电池回收技术发展的重要里程碑，也 是配合香港政府电动车电池生产者责任计划的重要平台。 作为串联起大湾区与国外资源、国内制造通路的关键载体，晋景新能香港首间动力电池处置设施已成为 其区域协同与全球化战略的核心枢纽，有望成为未来香港从传统金融中心向"国际绿色科技枢纽"转型的 标杆案例。这就意味着，在以香港为"桥头堡"建立链接海内外市场的战略性 ...

Core Viewpoint - The strategic collaboration among JinJing New Energy, China Resource Recycling International Development, and Guangdong Bangpu Recycling Technology marks a significant step in the battery recycling industry, transitioning from fragmented competition to a systematic approach, leveraging policy insights, technological advancements, and global network coverage [1][2][7]. Strategic Collaboration - The partnership aims to integrate the full chain capabilities of resource coordination, technology research and development, and global networking, enhancing the efficiency and effectiveness of battery recycling [2][4]. - JinJing New Energy's core business includes reverse supply chain management and green energy solutions, with a global service network covering key markets in the Americas, Europe, and Asia [1][3]. Business Synergy - JinJing New Energy has established a mature recycling point network across 28 countries, which, when combined with the resources from China Resource Recycling International and the technology from Bangpu Recycling, can create an integrated model for recycling, processing, and reusing battery materials [3][5]. - The collaboration is expected to lower logistics and operational costs while promoting standardized processes, thereby enhancing customer trust in recycled material quality [3][5]. Global Expansion - The global demand for power batteries is projected to grow at a compound annual growth rate of 22.3% until 2030, with the retired battery volume expected to exceed 800 GWh, indicating a substantial market opportunity for battery recycling [3][4]. - JinJing New Energy plans to expand its service network from 10 to 100 locations globally, leveraging the international resource allocation capabilities of China Resource Recycling International and the technological output from Bangpu Recycling [3][4]. Policy Environment - Recent policies, such as the EU's "New Battery Law" and China's action plan for establishing a battery recycling system, create a favorable environment for the collaboration, emphasizing increased recycling rates and material regeneration [4][5]. - The partnership will benefit from Bangpu Recycling's established industry standards and China Resource Recycling International's experience in international green standard formulation, facilitating compliance with various regulatory requirements [4][5]. Logistics Network - JinJing New Energy's logistics network across 28 countries, combined with the strategic resource allocation from China Resource Recycling International, is expected to create an efficient battery material import-export logistics system, reducing compliance risks and costs in international transport [5][6]. - The reverse supply chain business has shown significant growth, with revenue increasing by 140% year-on-year to HKD 157 million, accounting for 63.4% of total revenue as of mid-2024 [5][6]. Conclusion - The collaboration not only enhances JinJing New Energy's competitive edge through the integration of national policy support and industry-leading technology but also establishes a comprehensive coverage from policy analysis to terminal services, unlocking collaborative value within the new energy industry [7]. - This strategic move positions JinJing New Energy to build a competitive moat in a rapidly expanding market, enabling it to meet the demands of partners like Ningde Times and Guoxuan High-Tech while gaining pricing power through resource aggregation [7].

Core Viewpoint - Chinese automotive and battery companies are actively expanding into overseas battery recycling markets, forming strategic partnerships to establish a global recycling and after-sales service network [2][3][8]. Group 1: Strategic Partnerships - Guoxuan High-Tech and JinJing New Energy have formed a strategic partnership to build a battery recycling and after-sales service system, aiming to establish 100 service points globally [2][3]. - Huayou Recycling has signed a memorandum of understanding with France's Suez to explore battery recycling cooperation in Europe, indicating a trend of international collaboration in this sector [4][8]. Group 2: Market Expansion - Companies like BYD and Guoxuan High-Tech are entering the overseas battery recycling market, with BYD signing a three-year exclusive recycling agreement in Australia [6][8]. - The global market for battery recycling is expected to grow significantly, with projections indicating that by 2030, the European battery market could reach hundreds of billions of euros [11]. Group 3: Technological and Regulatory Challenges - The EU's new battery regulations impose strict requirements on battery manufacturers, including extended producer responsibility and high recovery rates for key metals [16][17]. - Chinese companies face challenges in logistics efficiency and high transportation costs when operating overseas, which can impact recovery efficiency and overall costs [12][16]. Group 4: Future Outlook - The increasing demand for battery recycling is driven by the growing number of electric vehicles, with predictions of significant volumes of retired batteries in the coming years [11][12]. - The establishment of a robust recycling network and compliance with international regulations will be crucial for Chinese companies to succeed in the global battery recycling market [20][21].

相关企业：浙江新时代中能科技股份有限公司、广东邦普循环科技有限公司 关键词：动力电池回收行业产业链、动力电池回收行业发展现状、动力电池回收行业发展趋势 一、动力电池回收行业定义及分类 内容概况：近年来，我国动力电池回收行业市场规模处于不断增长的态势。2023年，我国动力电池回收 行业市场规模达397亿元。2024年，我国动力电池回收行业市场规模约为485亿元。随着新能源汽车产业 的快速发展，退役动力电池数量增多，为回收行业带来了更多的资源，推动市场规模逐步扩大。在梯次 利用方面，技术研发取得了重要进展。企业能够对退役电池进行全面的检测、分类和重组，将性能较好 的退役电池应用于储能系统（如分布式储能、通信基站备用电源等）、低速电动车等领域。 相关上市企业：宁德时代（300750）、光华科技（002741）、格林美（002340）、豪鹏科技 （001283）、比亚迪（002594）、超越科技（301049）、中创新航（HK.03931）、亿纬锂能 （300014） 动力电池回收是指对使用过的动力电池（如锂离子电池、镍氢电池等）进行收集、拆解、处理和再利用 的一系列活动。其主要目的是减少环境污染、节约资源、降低对原 ...

Core Viewpoint - The article emphasizes the importance of recycling retired power batteries from electric vehicles, highlighting their potential for secondary use and resource recovery, which can alleviate environmental pressure and enhance resource security in the new energy vehicle industry [1][2]. Group 1: Current Status and Market Potential - The retired power battery market in China is entering a large-scale phase, with an estimated retirement volume of 820,000 tons in 2023, projected to exceed 4 million tons by 2028, and the market size for battery recycling expected to surpass 100 billion yuan by 2030 [1]. - Retired batteries still hold significant value, as they can be repurposed for applications with lower energy density, such as in tricycles, agricultural machinery, and streetlights when their capacity is between 50% and 80% [1]. Group 2: Regulatory and Standardization Efforts - The Ministry of Industry and Information Technology plans to revise the "Comprehensive Utilization Industry Specification Conditions for Waste Power Batteries from New Energy Vehicles" in December 2024, aiming to enhance technical requirements in response to new industry conditions [2]. - The State Council has approved a plan to improve the recycling and utilization system for power batteries, focusing on strengthening management across the entire supply chain [2]. Group 3: Challenges and Solutions - The current recycling rate for retired power batteries in China is below 25%, with issues such as low market entry barriers leading to unqualified entities engaging in recycling, and the complexity of battery sources complicating traceability [3]. - Companies are adopting measures like installing "digital IDs" on batteries to ensure traceability throughout their lifecycle, which is a practice that should be promoted [3]. Group 4: Technological Advancements - There is a need to enhance the automation of battery recycling processes, improve metal recovery rates, and reduce costs, as the lack of standardized specifications complicates the disassembly process [4]. - Companies are encouraged to innovate in technology development to improve recycling efficiency, with examples like GreenMei's intelligent flexible disassembly technology that utilizes image recognition and big data for automated disassembly of various battery models [4].

Core Viewpoint - The recycling and utilization market for power batteries in China's new energy vehicles is entering a significant phase, with the potential for substantial growth as the industry prepares for a wave of battery retirements. The government has approved an action plan to enhance the recycling system, indicating a burgeoning market opportunity [1][2]. Market Potential - The number of retired power batteries in China is projected to reach 820,000 tons by 2025 and exceed 4 million tons by 2028, with the industry value surpassing 280 billion yuan [2]. - The main recycling methods include cascade utilization and disassembly for resource recovery, focusing on extracting valuable metals like lithium, cobalt, and nickel [2]. Environmental Concerns - Used power batteries are considered "environmental bombs" due to their hazardous materials, making standardized recycling crucial for reducing ecological risks and carbon emissions [3]. Technological Support - Advanced recycling technologies, including physical and chemical methods, are essential for safe and efficient battery recovery. Companies like Batray Technology have developed automated disassembly techniques to enhance efficiency and reduce costs [4]. Industry Landscape - The number of companies involved in battery recycling has surged to 172,000, with a continuous increase in registrations over the past decade. The Ministry of Industry and Information Technology has established a "white list" to regulate industry standards [6][9]. - Major automotive and battery manufacturers are actively building recycling systems, with companies like Geely investing over 110 billion yuan in battery technology [7]. Challenges in Regulation - The recycling market faces challenges due to the proliferation of informal recycling channels, leading to safety and environmental risks. Non-compliant operators often outbid legitimate companies, creating a competitive disadvantage for regulated firms [9][10]. - The industry lacks a centralized structure, with many companies operating below capacity, leading to inefficiencies and low utilization rates [10]. Policy and Regulatory Framework - Recent policies aim to strengthen the entire recycling chain, emphasizing producer responsibility and the need for clearer regulations regarding battery manufacturers' roles in recycling [12][13]. - Recommendations include establishing industry associations to promote resource sharing and collaboration, as well as implementing legal measures to regulate recycling practices [13][14]. Global Context - The global trend towards battery recycling is gaining momentum, with the EU setting stringent requirements for battery manufacturers. China is encouraged to adopt similar standards to enhance its recycling framework [15]. Conclusion - The development of a robust recycling system for power batteries is vital for resource security and the promotion of a circular economy, with cascade utilization being a key application area [16].