I. "Industry Specifications for Comprehensive Utilization of End-of-Life Power Batteries from New Energy Vehicles (2024 Edition)"
Effective Date: January 1, 2025.
Key Requirements:
-
Entry Thresholds for Enterprises:
-
Minimum registered capital of CNY 10 million.
-
Annual production capacity for recycling enterprises must be no less than 5,000 tons (regeneration) or 1,000 tons (second-life applications).
-
-
Technical Standards:
-
Lithium recovery rate increased from 85% to ≥90%; nickel, cobalt, and manganese recovery rates ≥98%.
-
Process wastewater recycling rate must exceed 90%.
-
-
R&D Investment:
-
Annual R&D expenditure must account for no less than 3% of recycling-related revenue.
-
II. "Action Plan for Establishing a Robust Power Battery Recycling System"
-
Policy Objectives:
-
Build a full-lifecycle traceability system using digital technologies to monitor production, sales, dismantling, and recycling processes.
-
Crack down on illegal recycling channels and promote industry standardization.
-
-
Key Directions:
-
Strengthen the Extended Producer Responsibility (EPR) system, requiring automakers and battery manufacturers to establish or collaborate on recycling networks.
-
III. Technical Standards and Environmental Requirements
"National Standard for Recycled Black Mass in Lithium-Ion Batteries (GB/T 45203-2024)"
-
Effective Date: July 1, 2025.
-
Core Requirements:
-
Define classifications and chemical specifications for recycled black mass (e.g., nickel-cobalt content ≥45%, lithium ≥6% in ternary battery black mass).
-
Standardize imported black mass quality and drive improvements in sorting and purification technologies.
-
Industry Analysis
The 2025 lithium battery recycling policies emphasize a dual logic of "regulation + incentives". By raising technical thresholds, strengthening full-lifecycle management, and increasing fiscal support, the policies aim to transition the industry from fragmented competition to high-quality development. Subsidies and relaxed import/export conditions are expected to alleviate long-term economic imbalances in the recycling sector.
