在浙江嘉兴的中国首个光伏回收和循环利用展厅内，一块转化效率达20.7%、功率超645W的TOPCon光伏组件吸引了众多参观者的目光。 这块全球首块全回收再生光伏组件，由废弃光伏组件回收材料制成。 从现实情况来看，目前，光伏组件回收行业充满矛盾。一边是未来数十年退役组件规模将达数千万吨的千亿元市场预期；另一边是当下具 备资质的组件回收企业"吃不饱"，而小作坊高价抢货、扰乱市场的困境。 "建议政府可以出台相应的政策，对组件回收企业的回收资质进行要求，并对'小作坊'工厂进行约束和管理，央国企在招标时要提高标准， 建立白名单，避免恶意抬价竞争。"中国绿色供应链联盟光伏专委会光伏回收产业发展合作中心（以下简称"光伏回收中心"）项目专员徐 俊屿建议。 双重困境：产能闲置、货源短缺 国际可再生能源署（IRENA）预测，到2030年，中国退役光伏组件将达150万吨，2040年达700万吨，2050年突破2000万吨。今年3月，光 伏回收中心发布的《2024年中国光伏回收和循环利用白皮书》提到，在提早退役场景下，2030年国内光伏回收累计市场规模预计达260亿 元，2050年将突破4200亿元。 徐俊屿介绍，江浙沪地区从事光伏 ...

徐俊屿介绍，江浙沪地区从事光伏报废组件回收的资质企业数量较少，且大多面临难以满产的挑战。其中，常州瑞赛环保科技有限公司 （以下简称"瑞赛环保"）作为国内民营回收组件龙头、中国光伏回收产业主要标准制定单位，也处于"等米下锅"的境地。 "2024年全国报废光伏组件量约8万吨，而仅公司一家就已具备2万吨/年的产能，加上在建的宿迁工厂一期2万吨/年产能，短期内将具备4万 吨/年的产能。"瑞赛环保董事长许忠兴告诉《每日经济新闻》记者，若加上其他正规企业及地方布局，当前回收产能已远超实际退役量。 退役组件的货源问题，成为制约组件回收行业发展的核心难题。许忠兴表示，2025年报废量甚至不及2024年的8万吨，一是因为组件生产 企业开工率不高，生产环节产生的报废件减少；二是国家考虑到特高压和储能建设尚未完善，放缓了地面电站建设节奏，安装环节产生的 报废件随之减少。 在浙江嘉兴的中国首个光伏回收和循环利用展厅内，一块转化效率达20.7%、功率超645W的TOPCon光伏组件吸引了众多参观者的目光。 这块全球首块全回收再生光伏组件，由废弃光伏组件回收材料制成。 从现实情况来看，目前，光伏组件回收行业充满矛盾。一边是未来数十年退役 ...

Core Insights - The implementation of a new round of large-scale equipment updates is a crucial measure for promoting high-quality development, expanding effective investment, facilitating industrial upgrades, promoting green development, and improving people's lives [10][18]. Investment and Financial Support - The investment subsidy funds supported by ultra-long-term special government bonds have backed approximately 8,400 projects, leading to a total investment exceeding 1 trillion yuan [10]. - The support for equipment updates in key industrial sectors can reach up to 15% of the total investment, with energy-using equipment support potentially reaching 20% [12][13]. - The central government provides interest subsidies of 1.5 percentage points on bank loans for eligible entities, with local and central finances sharing the burden for the scrapping and updating of old vehicles and agricultural machinery [13]. Policy Implementation and Accessibility - The application process for subsidies has been streamlined, allowing companies to receive funds quickly; for instance, one company received 1.8 billion yuan in subsidies within two months of application [16][17]. - Local governments have creatively adapted policies to suit regional needs, such as Jiangsu's "transport loan" fiscal interest subsidy, which has significantly reduced financing costs for transportation companies [15]. Industry Transformation and Upgrades - The equipment update policy has led to a notable increase in investment and growth, with the total number of equipment updates in key sectors expected to exceed 20 million units in 2024 [18]. - Companies have reported significant improvements in production efficiency and cost savings due to equipment upgrades, such as a 10% increase in production efficiency and annual cost savings of 20 million yuan [19]. Environmental and Social Impact - The equipment updates also focus on green initiatives, with significant progress in replacing old transformers and vehicles with energy-efficient models, contributing to reduced energy consumption and emissions [21][23]. - The policy has extended to public services, with funding supporting the replacement of aging infrastructure like elevators, benefiting nearly 1.7 million households [23]. Circular Economy and Standards Enhancement - The promotion of large-scale equipment updates is linked to the development of a circular economy, with the remanufacturing industry seeing an annual output value of nearly 200 billion yuan [25][26]. - The enhancement of standards is crucial for guiding equipment updates towards high-end, intelligent, and green directions, with numerous national standards being revised to support this transition [28].