[SMM Analysis] Latest Developments in Lithium Battery Recycling Events: 10.13-10.17

[Shandong's 30kt Power Battery Recycling Comprehensive Utilization Project Is Here] Recently, the relevant website officially released the second public notice of the environmental impact report for the "Shandong Lizhihui New Energy Technology Co., Ltd. New Energy Power Scrap Lithium Battery Second-Life Application and Harmless Treatment Project," marking a new development phase for this milestone environmental protection and resource regeneration project. The total investment in the project is as high as 50 million yuan. The core construction content includes one efficient new energy power scrap lithium battery second-life application production line and two professional harmless treatment production lines.

[Fujian's 1 Billion Yuan New Energy Battery Materials Recycling Project Lands] Recently, the Fuding Industrial Park Management Committee in Fujian Province officially released the full text of the environmental impact report for the "Fujian Province Saibang New Material Technology Co., Ltd. New Energy Battery Materials Recycling Project," marking the project's entry into the public view and injecting new momentum into the green transformation of the regional economy. The total investment in the project is as high as 1.0123 billion yuan.

[Hebei's 10kt Lithium Battery Second-Life Application Is Here] Recently, the relevant website released the pre-approval public notice for the "Rongxin (Shunping County) New Energy Co., Ltd. Lithium Power Battery Second-Life Application Project Environmental Impact Report," marking this forward-looking project's expected implementation in Shunping County, Baoding City, Hebei Province. The total investment in the project reaches 150 million yuan, with the site located in the North Zone of the Hebei Shunping Economic Development Zone. Upon completion, it is expected to achieve second-life application for 25,000 sets of lithium-ion power batteries annually, producing 0.95 GW·h of ESS products; simultaneously, it will also crush and sort 10,000 mt of lithium-ion power batteries.

[Anhui's 20kt Scrap Lithium Battery and Positive Pole Piece Resource Utilization Project Is Here] Recently, the Chizhou Ecological Environment Bureau in Anhui Province officially released the first public participation notice for the environmental impact assessment of the "Chizhou Xiaobu New Material Technology Co., Ltd. Scrap Lithium Battery and Positive Pole Piece Resource Utilization R&D and Industrialisation Project," marking the official entry of this milestone project into the public view. The total investment in the project is as high as 300 million yuan.

[Jiangxi's 5kt Scrap LFP Battery Second-Life Application Project Is Here] Recently, the Shanggao County People's Government in Yichun City, Jiangxi Province, released the first public notice for the environmental impact assessment of the "Jiangxi Tengrui Recycling Technology Co., Ltd. Second-Life Application of Scrap LFP Battery Project," marking an important step in promoting the green circular economy in the region. The total investment in the project reaches 50 million yuan, with the site located in the Wuliling Industrial Park, Shanggao County, aiming to achieve second-life application for 5,000 mt of scrap LFP batteries annually.

[Shaanxi's 40kt Second-Life Application Project Lands] Recently, the Baoji Municipal People's Government in Shaanxi Province officially approved the environmental impact report submitted by Shaanxi Zhihe Chuangshen Environmental Protection Co., Ltd. regarding the power battery recycling, disassembly, and second-life application project. It is reported that the total investment in the project amounts to as high as 110 million yuan, and it is located in the Fengming Industrial Park Science and Technology Innovation Industrial Park in Qishan County, Baoji City. The planned construction content of the project includes two advanced power battery recycling production lines (covering processes such as crushing, drying, screening, and grinding), one professional power battery dismantling production line, and one battery second-life application production line. Upon completion, the project is expected to have the capacity to recycle and dismantle 20,000 mt of power batteries annually and achieve a second-life application capacity of 20,000 mt per year for power batteries.

[Zhejiang Qingyuan 15,000 mt Lithium Battery Recycling Project Nears Operation] A relevant website significantly released the completion environmental protection acceptance monitoring report (preliminary acceptance) for Zhejiang Heyi Renewable Resources Utilization Co., Ltd.'s "Annual Dismantling of 20,000 units of Retired Vehicles and 15,000 mt Power Battery Dismantling Processing Center Project." The project is located in the Qingyuan Industrial Park, with a total investment as high as 1.005 billion yuan, and possesses strong comprehensive processing capabilities—it can comprehensively utilize 15,000 mt of NEV power batteries annually, meticulously dismantle 20,000 units of retired vehicles, and process 70,000 mt of scrap steel.

[Fujian Scrap Lithium Battery Second-Life Application and Recycling Project Implemented] Recently, the Ecological Environment Bureau of Quanzhou City, Fujian Province officially released the environmental impact statement publicity for the "Scrap Lithium Battery Second-Life Application and Recycling Project of Quanzhou Green Power Technology Co., Ltd." The project is located at Yifeng West Road, Quangang District, Quanzhou City, Fujian Province, with a total investment as high as 20 million yuan, focusing on the dismantling, second-life application, and crushing recycling of scrap lithium batteries.

[Anhui Bengbu 10,000 mt-Level Scrap Lithium Battery Comprehensive Utilization Project Implemented] Recently, the Management Committee of the Bengbu Economic Development Zone in Anhui Province released the full-text publicity of the environmental impact statement for the "Scrap Lithium Battery Comprehensive Utilization Project of Anhui Chengrui Energy Technology Co., Ltd." The company plans to invest 100 million yuan to construct a scrap lithium battery project with an annual processing capacity of 10,000 mt in three phases. The first phase focuses on the second-life application of power batteries, with a processing scale of up to 7,000 mt/year; the second phase shifts to the dismantling and utilization of scrap batteries, with a scale of 3,000 mt/year.

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