随着我国"两新"政策持续加力、新能源产业加速崛起，早期投入使用的电动汽车动力电池、太 阳能光伏板、发电风机等清洁能源装备陆续进入退役期，叠加全国淘汰报废的"四机一脑"、机 动车数量不断攀升，废动力电池、废光伏组件及风机叶片等"新三样"固废与传统废弃装备交织 的处置难题引发关注。 "到2030年，废光伏组件约150万~200万吨，废风机叶片约50万吨，废动力电池约100万 吨。"11月28日，生态环境部固体废物与化学品司司长郭伊均在生态环境部例行新闻发布会答 记者问时透露，百万级的"新三样"退役潮即将到来。 不过，郭伊均接下来的回应打消了市场的疑虑。他表示：近年来，"新三样"退役装备回收利用 能力提升较快。我国回收利用能力均超过实际退役量，所以经常出现回收企业"吃不饱"情况。 此外，郭伊均还介绍，生态环境部化学物质环境风险筛查评估工作，正在开展新污染物防治工 作，加强新污染物治理环境监管。 "四机一脑" "新三样"退役装备纳入固废专项整治 近年来，我国"新三样"退役装备回收利用能力提升较快。 郭伊均表示：目前，不同机构对未来"新三样"退役装备量预测差异较大，需要说明的是，现在 预测"四机一脑"、机动车的报废量， ...

Core Insights - The upcoming retirement of new energy equipment, including waste power batteries, solar panels, and wind turbine blades, is projected to create significant waste management challenges in China by 2030, with estimates of 1.5 to 2 million tons of waste solar panels, 500,000 tons of waste wind turbine blades, and 1 million tons of waste power batteries [1][2][3] Waste Management and Recycling Capacity - China's recycling capacity for waste solar panels and wind turbine blades is approximately 2 million tons and 1 million tons, respectively, which exceeds the projected retirement volumes, leading to a situation where recycling companies often face underutilization [2][3] - The Ministry of Ecology and Environment (MEE) has reported that there are 148 qualified companies for comprehensive utilization of waste power batteries, with a total recycling capacity of 2.5 million tons [2] Regulatory Framework and Support - Since the suspension of the "Four Machines and One Brain" fund on January 1, 2022, the Ministry of Finance has continued to allocate special funds to support compliant dismantling enterprises through a reward and subsidy mechanism [2][3] - The MEE is enhancing regulatory oversight of dismantling enterprises to prevent environmental pollution and promote resource recovery [5][8] New Pollutant Management Initiatives - The MEE is actively implementing the New Pollutant Governance Action Plan, which includes the establishment of a coordination mechanism among 15 national departments and the formation of an expert committee to address new pollutants [6][7] - As of 2022, the MEE has approved the registration of 802 new chemical substances and has proposed 1,365 environmental risk control measures to mitigate the generation of new pollutants [7][9] Future Directions - The MEE plans to strengthen environmental supervision and enhance the regulatory framework for new pollutants, including the establishment of a national monitoring network and a collaborative governance structure [8][9] - The ministry aims to improve the capacity for managing new pollutants and ensure the effective implementation of environmental risk assessments and control measures [9]

Core Viewpoint - The upcoming retirement of clean energy equipment in China, including electric vehicle batteries, solar panels, and wind turbine blades, poses significant waste management challenges, but the recycling capabilities have improved, exceeding the actual retirement volumes, leading to a situation where recycling companies often face underutilization [1][2]. Group 1: Waste Management and Recycling Capabilities - By 2030, it is projected that China will face approximately 150-200 million tons of waste solar panels, 50 million tons of waste wind turbine blades, and 100 million tons of waste batteries [1][2]. - The recycling capacity for waste solar panels and wind turbine blades is estimated at 200 million tons and 100 million tons, respectively, while the capacity for waste batteries is around 250 million tons, indicating that recycling capabilities surpass the expected waste generation [2][3]. - The Ministry of Ecology and Environment has implemented financial incentives to support compliant dismantling enterprises, ensuring orderly recycling and dismantling processes [2][3]. Group 2: Regulatory Framework and Environmental Protection - The Ministry of Ecology and Environment is enhancing regulatory oversight of dismantling enterprises to prevent environmental pollution and promote resource recovery [3][5]. - There are over 1,900 qualified enterprises for the recycling and dismantling of scrapped vehicles, with a projected recovery of 8.46 million vehicles in 2024, marking a 64% increase year-on-year [4]. - The Ministry is also revising pollution control technical standards for various waste categories, including waste lithium-ion batteries and waste photovoltaic equipment, to strengthen environmental management [4][8]. Group 3: New Pollutants Management - The Ministry of Ecology and Environment is actively working on new pollutants management, having approved the registration of 802 new chemical substances since 2022, and is implementing risk control measures for 14 categories of key pollutants [6][7]. - A comprehensive survey of chemical substances across 122 industries has identified over 1,000 substances with potential high environmental risks, which will be targeted for future assessments [7][9]. - The Ministry is establishing a national monitoring network for new pollutants and enhancing the regulatory framework to address the challenges posed by these substances [8][9].