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Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has introduced interim measures for the recycling and comprehensive utilization of used power batteries from new energy vehicles, addressing the growing volume of retired batteries as the industry expands [1] Industry Summary - The new energy vehicle industry in China has experienced rapid growth, with production and sales continuously increasing [1] - As the capacity of power batteries in used new energy vehicles declines, the volume of waste batteries is on the rise, indicating that China is entering a phase of large-scale battery retirement [1] - According to the State Administration for Market Regulation, the domestic battery recycling volume is expected to exceed 300,000 tons in 2024, corresponding to a market size of over 48 billion yuan, with projections indicating that the market size will surpass 100 billion yuan by 2030 [1] Company Summary - Relevant A-share concept stocks mentioned include Tianqi Co., Ltd. and Greeenmei [1]

Core Viewpoint - The Ministry of Industry and Information Technology, along with five other departments, has introduced the "Interim Measures for the Recycling and Comprehensive Utilization of Waste Power Batteries from New Energy Vehicles," aiming to ensure public safety and environmental protection through comprehensive monitoring of waste power batteries [1] Group 1: Industry Context - The rapid development of China's new energy vehicle industry is projected to see production and sales exceed 16 million units by 2025, accounting for nearly half of new car sales in the domestic market [1] - The country is expected to enter a phase of large-scale retirement of power batteries, with an estimated 400,000 tons of waste batteries generated by 2025 and over 1 million tons by 2030 [1] Group 2: Environmental and Safety Concerns - Waste power batteries contain hazardous materials such as nickel, cobalt, manganese, lithium, and fluorinated compounds, which can pose significant environmental risks if not disposed of properly [2] - The improper handling of waste batteries can lead to both visible and hidden dangers, with the latter potentially taking decades to manifest [2] Group 3: Regulatory Challenges - As of the end of 2023, the standardized recycling rate for new energy vehicle batteries in China is less than 25%, with many batteries ending up in non-compliant enterprises operating in a "gray area" [3] - These non-compliant enterprises often lack the necessary qualifications and pose safety and environmental risks, particularly when retired batteries are illegally repurposed for electric bicycles, leading to safety hazards such as fires [3][4] Group 4: Policy Implementation - The "Interim Measures" clarify the responsibilities of battery manufacturers and new energy vehicle producers in the recycling process, emphasizing accountability to prevent responsibility shifting [4] - The concept of "second-life applications" for waste batteries has been eliminated, prohibiting any organization or individual from using waste batteries directly or after processing in electric bicycles or other prohibited areas [4] Group 5: Legal Framework - The "Interim Measures" are part of a broader initiative to enhance the legal framework governing battery recycling, with a call for accelerated legislation to strengthen regulatory measures [6] - The measures aim to address the imbalance between industry development and regulatory compliance, emphasizing the importance of prioritizing public safety and environmental protection [6]