Core Insights - The domestic battery recycling market is expected to experience a peak in retirements due to the increasing number of electric vehicles (EVs) reaching their eight-year warranty period and the implementation of various subsidy policies for EV replacements. It is projected that by 2030, the market size for battery recycling will exceed 100 billion yuan [1] Group 1: Registration Growth - The number of registered battery recycling companies has shown a significant increase, with a year-on-year growth of 9.32% in the first five months of the year. As of now, 20,800 companies have been registered, with 18,270 existing companies in total [2] Group 2: Geographic Distribution - Battery recycling companies are primarily concentrated in the East China region, accounting for 31.78% of the total. Other regions include South China, Central China, and Southwest China, with respective shares of 16.3%, 14.37%, and 13.17% [3] Group 3: Company Age - Over 60% of battery recycling companies have been established in the last three years, with 40.05% founded between one to three years ago and 23.56% established within the last year. Companies that have been in operation for over ten years represent the smallest share at 4.9% [4]

Core Viewpoint - EVE Energy has launched a "Global Lithium Battery Recycling Network Platform" to reshape the lithium battery circular economy ecosystem, aiming for a recovery capacity of 120,000 tons per year by 2030 [1][2] Group 1: Company Initiatives - EVE Energy, in collaboration with companies like Greeenme and Huayou Cobalt, initiated the platform to establish a global recycling network covering four continents [1] - The "Cradle Plan" aims to create 1,000 recycling points globally, with 246 already established, including 159 in China and 87 overseas [1] - The company announced its intention to use funds from its upcoming Hong Kong IPO for global expansion, indicating a strong push towards international growth [2] Group 2: Industry Trends - The industry is facing an imminent wave of retired batteries, with projections indicating that by 2030, 300 GWh of batteries will be retired in China alone, reflecting a compound annual growth rate of 45% over the next five years [2] - Regulatory pressures, such as the EU's new battery law, are compelling battery manufacturers to accelerate the establishment of recycling networks, with specific targets for recycled materials set for 2031 and 2036 [2] Group 3: Challenges in the Recycling Industry - The lithium battery recycling industry currently faces challenges such as dispersed collection points, high logistics costs, and information asymmetry, with cross-border transport costs reaching 25% [3] - EVE Energy's platform aims to address these issues through a model of "technology sharing, resource collaboration, and global channels" [3] Group 4: Technological and Resource Collaboration - EVE Energy's subsidiary has achieved nickel and cobalt recovery rates of over 98% and lithium recovery rates of over 92%, with the goal of raising industry average recovery rates to over 95% through shared technology [3][4] - The platform will also facilitate a shared database for recycled material composition and a battery passport tracing system to streamline the recycling process [3] Group 5: Global Channel Development - Jin Jing New Energy has established a global battery recycling service system with over 70 service points across 28 countries, enhancing the platform's ability to recover retired batteries [4] - The collaboration among the companies involved is expected to create a competitive service system through the integration of their networks, technologies, and resources [4] Group 6: Industry Evolution - The establishment of the "Global Lithium Battery Recycling Network Platform" marks a significant shift from isolated competition to systematic collaboration within the recycling industry [5] - The trend towards systematic collaboration is evident as other companies in the industry also engage in partnerships to enhance their recycling capabilities and network [5]

Core Viewpoint - The article highlights the rapid growth of the electric vehicle (EV) market in China and the impending boom in the battery recycling market as the first batch of power batteries reaches the "8-year warranty period" [2][3]. Group 1: Market Growth - In 2024, new registrations of electric vehicles in China reached 11.25 million, accounting for 41.83% of new car registrations, an increase of 3.82 million vehicles or 51.49% compared to 2023 [2]. - By the end of 2024, the total number of electric vehicles in China is expected to reach 31.4 million, representing 8.90% of the total vehicle population [3]. Group 2: Battery Recycling Market - The battery recycling market is anticipated to expand significantly due to the arrival of the "8-year warranty period" for power batteries and the implementation of various EV replacement subsidy policies [3]. - Major battery manufacturers, including CATL, EVE Energy, and LG Energy, are actively establishing battery recycling networks to prepare for the upcoming wave of battery retirements [4][8]. Group 3: CATL's Recycling Initiatives - CATL's recycling division, controlled by its subsidiary Bangpu Recycling, has invested up to 23.8 billion yuan in an integrated new materials project in Guangdong, capable of recycling 500,000 tons of used battery materials annually [6]. - As of September 2024, CATL has established over 240 battery recycling points in China and has formed partnerships with over 60 recycling companies globally, covering 26 countries and regions [10]. Group 4: EVE Energy's Global Recycling Network - EVE Energy launched a "Global Lithium Battery Recycling Network" during its 24th anniversary event, aiming to establish 1,000 recycling points worldwide, with 246 already set up [12][13]. - The company’s recycling technology has a nickel-cobalt recovery rate exceeding 98% and a lithium recovery rate of 92% [13]. Group 5: LG Energy's Collaborative Efforts - LG Energy has formed a joint venture with Toyota Tsusho in the U.S. to focus on battery recycling, planning to build a pre-treatment facility with an annual processing capacity of 13,500 tons of waste [15][16]. - The company is also collaborating with Derichebourg in France to establish a battery recycling plant, expected to begin operations in 2027 with a processing capacity of over 20,000 tons annually [18]. Group 6: Industry Trends - The global battery recycling business is expanding due to the upcoming peak in battery retirements and regulatory pressures, such as the EU's new battery law, which mandates producers to take responsibility for the entire lifecycle of batteries [19]. - The influx of battery manufacturers into the recycling sector is expected to intensify competition while promoting the standardization and sustainable development of the recycling industry [20].

Core Viewpoint - Jin Jing New Energy (01783.HK) has officially launched a global lithium battery recycling network platform in collaboration with EVE Energy, aiming to enhance the effective recovery and reuse of retired battery materials on an international scale [1] Group 1: Company Collaboration - The partnership between Jin Jing New Energy and EVE Energy is part of a memorandum to promote battery recycling networks and related projects [1] - The global lithium battery recycling network platform is set to officially launch on June 18, 2025 [1] Group 2: Strategic Goals - The collaboration focuses on global layout and digital traceability in the field of battery recycling [1] - The initiative aims to achieve effective recovery and reuse of retired battery materials internationally [1]

Core Viewpoint - The memorandum of understanding between Jin Jing New Energy and EVE Energy aims to enhance collaboration in battery recycling and sustainable practices, positioning both companies as leaders in the global renewable energy market [1][2] Group 1: Collaboration Areas - The companies will jointly build a low-cost and efficient recycling service network, integrating quality resources within the industry to develop a global battery recycling business [1] - They will expand the secondary material resource pool by leveraging existing resources and partnerships, aligning with global green supply chain management requirements [1] - The partnership will utilize digital technology for the lifecycle management and traceability of secondary materials [1] - Both companies will collaborate on battery recycling technologies, sharing or co-developing more efficient and environmentally friendly recycling methods [1] - They will work together on the development and application of cascade battery technology to support the electrification transformation in Hong Kong [1] Group 2: Strategic Implications - The collaboration is expected to optimize the battery recycling business and develop innovative cooperation models, aiming to create efficient and effective battery material recycling and green logistics solutions on a global scale [2] - This partnership aligns with the company's strategic development goals and reinforces its position as a leader in the global renewable energy market [2]

香港交易及結算所有限公司及香港聯合交易所有限公司對本公告的內容概不負責，對其 準確性或完整性亦不發表任何聲明，並明確表示，概不就因本公告全部或任何部分內容 而產生或因倚賴該等內容而引致的任何損失承擔任何責任。 ENVISION GREENWISE HOLDINGS LIMITED 晉景新能控股有限公司 （於開曼群島註冊成立的有限公司） （股份代號：1783） 自願性公告 有關 與惠州億緯鋰能股份有限公司 簽署合作諒解備忘錄之 業務更新資料 本公司從事逆向供應鏈管理及綠色能源解決方案業務。 億緯鋰能為一間在中華人民共和國成立的有限公司，其股份於深圳證券交易所上市（股票 代碼：300014）。億緯鋰能主要從事消費電池、動力電池及儲能電池的研發、生產及銷售。 億緯鋰能致力於「以全場景鋰電池方案，加速萬物互聯」，構建起從材料至系統的全體系 研發平台。 訂立備忘錄的理由及裨益 本公告乃由晉景新能控股有限公司（「本公司」）自願作出，以知會其股東及潛在投資者有 關本公司之最新發展。 諒解備忘錄 於2025年3月25日，本公司與惠州億緯鋰能股份有限公司（「億緯鋰能」）（統稱「雙方」）訂立 一份諒解備忘錄（「備忘錄」）。根據備 ...

近日，奇瑞又入股了一家涉及电池回收的企业——北京中科国脉汽车科技有限公司。 北京中科国脉汽车科技有限公司成立于今年4月，注册资本1000万元人民币，经营范围包括新能源汽车整车销售、电动汽车充电基础设施运 营、新能源汽车废旧动力蓄电池回收及梯次利用等。 股权穿透显示，该公司现由中科国脉智能科技（北京）有限公司、奇瑞商用车（安徽）有限公司共同持股，持股比例分别为80%和20%。此 次引入奇瑞，不仅是股权调整，更是奇瑞切入新能源产业链后端的一记关键落子。 对奇瑞而言，这并不是首次涉足电池回收。 就在今年3月，A股电池回收龙头宣布易主奇瑞。实控人刘军、股东宫建瑞与瑞源国际资源投资有限公司签署股权转让协议，拟转让公司控股 股东南京万德斯投资有限公司合计100%股权，转让价款为4.13亿元。 至此，瑞源国际将通过万德斯投资间接持有上市公司28.88%股份，成为万德斯间接控股股东。 据了解，这笔交易的接盘方瑞源国际是奇瑞控股集团旗下的全资一级子公司。与其说收购万德斯的是瑞源国际，不如说是奇瑞。在收购完成 后，双方将围绕绿色减碳战略展开合作，重点布局资源循环业务，包括能源金属提取、废弃物高值化利用等领域。 （ 来源：每日经济 ...

近日，湖北省宜昌市生态环境局发布了《宜昌邦辉循环新能源有限公司年处理2万吨锂电池破碎回收系统项目》环境影响评价第一次公示，这一 消息引起了行业的广泛关注。 该项目总投资3500万元，地点位于湖北宜昌市五峰民族工业园，建设15000平方米厂房及电池破碎、极片水洗、隔膜水洗、铜铝分选及废旧动 力电池拆解、破碎、分选和金属回收自动化生产线，配套粉尘收集、废气净化及废水循环系统，实现年处理及综合利用废旧动力电池2万吨。 （ 来源：综合整理） | 往 | 期 回 顾 | | | --- | --- | --- | | 01 | ｜ | 宁德时代再成立四家公司！ | | 02 | ｜ | 容百科技韩国基地超高镍前驱体量产！ | | 03 | ｜ | 广汽旗下电池企业增资！ | | 04 | ｜ | 第五届起点两轮车换电大会及轻型动力电池技术高峰论坛7月11日无 | | | 锡举办 | | 点击阅读原文，即可报名参会！ ...

太平科创基金相关负责人表示，投资博萃循环是基于其在电池回收领域的技术实力和市场潜力。博萃循环拥有独立的研发萃取体系，其新型共萃体系在降低 设备投资和能耗方面具有显著优势。此外，博萃循环的国际化布局和与头部企业的合作模式，也为其未来的持续发展奠定了坚实基础。 《商道创投网》创投生态圈·本轮投融观点是什么？ 商道创投网创始人王帥表示，随着全球新能源汽车市场的快速发展，动力电池回收产业迎来了巨大的发展机遇。政府相关部门也出台了多项政策支持电池回 收产业的发展，行业从业者积极响应，推动了技术的不断进步。博萃循环作为行业内的佼佼者，其技术创新能力和国际化布局值得肯定。对于创投机构而 言，投资博萃循环不仅是对其技术实力的认可，也是对其未来市场潜力的看好。希望博萃循环能够继续发挥自身优势，为全球电池回收产业的发展做出更大 贡献。 博萃循环成立于2019年5月，是一家专注于电池关键材料循环利用的国家级专精特新"小巨人"企业。公司从预处理、金属提取、分离纯化、材料再生等环 节，提供全套解决方案。其创始人林晓曾为中国科学院过程所研究成员，研究方向为关键金属分离和电池材料绿色制造等，并获国家技术发明奖。目前，博 萃循环已在亚太、欧 ...

Group 1 - Mexico is perceived as not being perfect but also not as bad as it seems, indicating a nuanced view of the country's situation [2] - In the Middle East, e-commerce has become the "new normal," but physical retail stores remain essential to daily life [3] - "博萃循环" has secured several million yuan in Series B financing, targeting the international battery recycling market and operating in over ten countries [4] Group 2 - Shanghai's foreign trade export value reached 629.02 billion yuan in the first four months of the year, showing a year-on-year growth of 13.8% [5] - NIO reported a total revenue of 12.0347 billion yuan (approximately 1.658 billion USD) for Q1, with a year-on-year increase of 21.5% and vehicle deliveries up by 40.1% [6] - Aishida plans to invest up to 150 million yuan in Vietnam for modern cookware, small appliances, and industrial robots, aiming to enhance its global presence [7] Group 3 - TSMC's chairman stated that the company will not establish a factory in the Middle East, despite rumors, and expects revenue growth of 24% to 26% this year [7] - Neuralink completed a $650 million Series E funding round, raising its valuation to $9 billion, with plans to accelerate clinical trials and product development [8]