Current Status and Trends of Power Lithium Battery Recycling Industry

This document, presented by Zheng Qiuhua, Deputy Director and Secretary-General of the Guangdong Environmental Association Battery Recycling Committee, provides a comprehensive overview of the domestic power lithium battery recycling industry. It begins with the background of the dual carbon strategy and the growth of the new energy vehicle industry, highlighting China's oil dependence and the need for energy security. The document details the scale of new energy vehicles, predicting a surge in battery retirements over the next 5-10 years, with cumulative retired batteries reaching 930,000 tons by 2026. It reviews recent policies, emphasizing the importance of recycling for green environmental protection and reducing pollution from heavy metals and electrolytes. The market status section identifies key challenges: safety accidents, fragmented recycling, weak infrastructure, incomplete standards, lack of credible trading platforms, and low enterprise efficiency. It also discusses the chaos between whitelist companies and black workshops. Finally, it outlines the policy system for recycling, including traceability management and industry norms, aiming to establish a green low-carbon economic system.