聚焦标杆与热点、解构趋势与韬略 废旧电池，是印钞机。 作者：张静波 以下文章来源于华商韬略 ，作者华商韬略 华商韬略 . 来源： 华商韬略 在中国，每年报废动力电池80万吨，如果将其平铺开，足够堆满750座足球场。 一位曾经的大学教授，靠回收二手废旧电池干出一家上市公司，并把生意做到了全世界。 01 一年狂揽300亿 在深圳郊区，大量的动力电池残骸堆积如山。 许开华俯身拾起一块电池残片，镜片后的双眼闪过一丝光亮。 在大多数人眼中，这些废旧电池，就是隐形的有毒炸弹，一旦破损，电解液会泄漏，金属会渗 入地下水，还可能一拆就爆。 别人眼里的垃圾，在许开华看来，却是印钞机。 因为这些"电子僵尸"体内，藏着大量的锂、钴、镍等关键金属，如果全部回收，将是一笔惊人 的财富。 有人估算过，每回收1吨废旧电池，收益大约2.5万元。而2025年，全球产业总规模超千亿 元。 随着电动汽车的渗透率不断提升，全球锂电池在2025年正迎来首次退役高峰，未来规模还将 不断飙升。 更重要的是，中国在锂、钴、镍等关键矿产上，高度依赖进口，其中钴的进口依赖度高达 98%。 二手电池回收，成为化解这种供应链风险的重要途径之一。 既能赚钱，还能为国 ...

Core Viewpoint - The article highlights the significant potential of the battery recycling industry, particularly in China, where the recycling of used batteries can transform waste into valuable resources, addressing both economic and environmental concerns [5][9][18]. Group 1: Industry Overview - China generates 800,000 tons of discarded batteries annually, enough to fill 750 football fields [5]. - The global market for battery recycling is projected to exceed 100 billion yuan by 2025, driven by the increasing penetration of electric vehicles [7][9]. - The recycling of used batteries is crucial for mitigating supply chain risks, as China heavily relies on imports for key minerals like lithium, cobalt, and nickel, with cobalt import dependency reaching 98% [7][9]. Group 2: Company Profile - GreeenMei - GreenMei, founded by Xu Kaihua, has developed a comprehensive technology for safely dismantling and extracting valuable metals from used batteries, achieving high purity levels suitable for reuse in the new energy industry [9][10][18]. - In 2024, GreenMei reported a revenue of 33.2 billion yuan, with a market capitalization exceeding 30 billion yuan, serving major clients like Samsung, LG, and CATL [9][10]. - The company has established a global recycling network, processing tens of thousands of tons of used batteries annually, making it the largest battery recycling enterprise worldwide [18][19]. Group 3: Entrepreneurial Journey - Xu Kaihua transitioned from a university professor to an entrepreneur after being inspired by the need for a resource recycling system during a visit to Japan [11][20]. - Despite initial challenges, including a lack of revenue and skepticism about the industry, Xu persisted in developing battery recycling technology, leading to the successful production of fine cobalt and nickel powders by 2004 [12][15]. - The partnership with global mining giant Rio Tinto in 2008 marked a turning point for GreenMei, helping to establish its reputation for quality and paving the way for future growth [16][17]. Group 4: Future Prospects - As the electric vehicle market continues to grow, the demand for battery recycling will increase, with GreenMei positioned to capitalize on this trend due to its established infrastructure and technological advancements [17][18]. - The company has applied for over 5,000 patents and has played a key role in drafting national standards for battery recycling, reinforcing its competitive edge in the industry [17][18].