12月1日，"闪耀光明 智见未来"中国Al赛道与ESG可持续发展大会在深圳光明区举行。会上罗杰斯2025 投资之夜暨第三届"易董ESG价值评级"颁奖仪式发布了2025年易董"价值100"评级结果，电池材料龙头 企业贝特瑞成功入选，量子基金创始人、国际投资家吉姆·罗杰斯亲临现场发表演讲并为入选企业颁发 奖杯。 经营层面，该公司2024年负极材料出货量达43万吨，约占全球动力电池材料供应量的四分之一。产品方 面，贝特瑞持续推动电池材料创新，今年发布"贝安"固态电池材料整体解决方案，推出"FLEX"半固态 与"GUARD"全固态两大系列，并发布了"全链新生"正负极材料闭环回收解决方案。 在环境目标上，贝特瑞目前已完成范围一、二、三的核算与认证，并承诺2040年实现运营碳中和，2050 年实现全价值链碳中和。据企业自行核算的数据，2024年其绿电使用比例约28%，自建分布式光伏电站 21兆瓦，全年减排约7.06万吨二氧化碳当量。公司表示已对其64款产品完成碳足迹核查。 图：量子基金创始人、国际投资家吉姆·罗杰斯为获奖企业颁奖 贝特瑞表示，将继续加大技术降碳与工艺优化的投入，深化全球化布局中的商业价值与社会责任平衡， ...

Core Insights - The article highlights BetterRay's launch of a closed-loop recycling solution for positive and negative electrode materials, aiming to create a sustainable development path for the battery industry [1][2]. Group 1: Closed-Loop Recycling Solution - BetterRay introduced the "All-Link New Life" closed-loop recycling solution, which utilizes new recycling technology to regenerate positive electrode materials from black powder to precursor-free materials and negative electrode materials through flexible new life technology [1]. - The solution is based on 25 years of experience in the battery materials field, showcasing BetterRay's leadership in promoting green development within the industry [1]. Group 2: Technological Innovations - The company launched the world's first precursor-free S positive electrode material, which allows for simultaneous regeneration of lithium, nickel, cobalt, and manganese without separation, significantly reducing costs and achieving zero wastewater discharge [2]. - BetterRay's innovative negative electrode recycling technology addresses impurities and structural defects, introducing R graphite with notable carbon emission advantages [2]. Group 3: Industry Context and Future Projections - As of 2024, the global scale of waste batteries is projected to reach 115 GWh, with an estimated recycling scale of approximately 1 TWh by 2035, driven by regulatory frameworks like China's and the EU's battery legislation [2]. - BetterRay's closed-loop recycling solution provides an innovative approach to address the challenges in the battery recycling industry, aligning with the increasing focus on material recovery and carbon footprint management [2]. Group 4: Industry Collaboration and Goals - The company emphasizes the need for industry-wide consensus to accelerate the green transition in battery recycling, aiming to create a comprehensive closed-loop industry chain for positive and negative electrode materials [3]. - BetterRay plans to establish strategic collaborations across the battery, power, and energy storage sectors, leveraging new recycling technologies to enhance the closed-loop process [3]. - The company's sustainable development initiatives are aligned with global energy transition goals, contributing to the creation of more green solutions in the industry [3].

Core Viewpoint - The article emphasizes the launch of Beiterui's "Full Chain Rebirth" closed-loop recycling solution for positive and negative electrode materials, aiming to create a sustainable development path for the battery industry from production to retirement [1][2]. Group 1: Recycling Technology and Innovations - Beiterui has introduced a groundbreaking process for positive electrode materials, achieving a significant reduction in processing steps and costs while ensuring zero wastewater discharge, with mass production capabilities already in place [2][3]. - The company has also pioneered a new technology for negative electrode material recycling, addressing issues related to impurities and structural defects, thus enhancing carbon emission advantages [2][3]. Group 2: Market Context and Future Projections - According to the International Energy Agency (IEA), the global scale of waste batteries is projected to reach 115 GWh by 2024, with an estimated recycling scale of approximately 1 TWh by 2035 [2]. - Regulatory frameworks such as China's "Comprehensive Utilization Industry Standards for Waste Power Batteries" and the EU's "New Battery Regulation" are elevating material recovery rates and carbon footprint management to strategic industry standards [2]. Group 3: Industry Collaboration and Strategic Goals - Beiterui calls for a unified consensus within the industry to accelerate the green transition through comprehensive technological innovations in battery recycling [3]. - The company aims to establish a full-chain closed-loop industry for positive and negative electrode materials, focusing on strategic collaboration with battery, power, and energy storage sectors [3]. Group 4: Commitment to Sustainable Development - Driven by carbon neutrality goals and ESG principles, Beiterui's sustainable development initiatives are expected to provide more green solutions for global energy transformation [4].