高质量发展需要高标准支撑。2024年4月，市场监管总局联合国家发展改革委、工业和信息化部等7部门 印发《以标准提升牵引设备更新和消费品以旧换新行动方案》，部署制修订13个重点领域294项国家标 准。近日，记者从市场监管总局获悉，截至目前，相关标准已全部完成批准发布，标准研制任务圆满收 官。这些标准是否积极回应了市场所需和群众所盼？又将如何助力创建美好生活？记者就此进行了采 访。 此外，在推动产业循环畅通方面，考虑到设备更新和消费品以旧换新后会带来大量的报废退役产品，必 然要求加快发展循环经济，引导产品设计端更加注重易回收、易再生，规范产品回收端的拆解再利用。 为此，"两新"行动聚焦产品绿色设计、二手产品交易、废旧产品回收利用、再生材料使用等领域部署制 修订66项国家标准，助力畅通资源循环利用。比如，12项动力电池回收利用国家标准的发布，构建了涵 盖拆解、余能检测、再生利用等环节的国家标准体系，能够促进镍、钴、锂等战略资源高效回收利用。 "在'两新'政策持续发力下，我国工业领域大规模设备更新加速落地，拉动了投资增长、促进了产业发 展。在推进这项系统性工程中，标准发挥了基础性、引领性的关键作用。"工业和信息化部科 ...

此前，富奥股份于2024年12月3日召开第十一届董事会第七次会议、第十一届监事会第五次会议，审议 通过了《关于审议对富奥智慧能源科技有限公司增资暨关联交易的议案》《关于实施富奥智慧能源项目 员工跟投暨关联交易的议案》。因碳酸锂市场价格持续低迷等因素，原定的增资前提发生实质性变化， 经综合研判，公司决定终止前述增资项目及员工跟投项目。 据富奥股份今年9月末公告，为进一步完善电池循环产业链布局，在现有电池梯次利用基础上，继续布 局材料再生利用业务，助力富奥智慧构建完整的电池循环生态产业链、实现产业链闭环发展，公司同意 富奥智慧通过公开挂牌方式引入战略投资者，本次增资金额为2000万元，增资入股价格以经国有资产监 督管理部门备案确认的评估值为依据确定。 据了解，富奥智慧系中国第一汽车集团有限公司（以下简称"中国一汽"）电池回收利用的业务主体，是 东北地区唯一梯次利用白名单企业，已建成具备拆解、检测、组装、试验能力的电池总成生产基地。此 外，富奥智慧也是国家级高新技术企业以及吉林省专精特新、瞪羚企业，承担吉林省重大科技专项任 务，在电池总成产品技术研发、电池回收数智化系统建设等方面具备竞争优势。 据富奥股份在12月9 ...

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].

Core Insights - The Chongqing Municipal 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] - The policy aims to establish integrated recycling and utilization industrial bases for power batteries in well-developed industrial parks by 2027, with a target of creating at least two municipal-level recycling bases [1] Industry Development - The initiative focuses on building industrial bases that encompass collection, storage, testing, disassembly, and comprehensive utilization of power batteries [1] - The emphasis is on leveraging existing industrial development in specific zones to enhance the recycling infrastructure [1]

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]