【SMM Analysis】Recycling Industry Events This Week (November. 24-28)

This week's recycling industry events.

【Chongqing 150,000-Ton Power Battery Recycling Project Expected to Commence Operation Early Next Year】 According to previous reports, in May 2024, the second-phase project in Yichun, Jiangxi, commenced operation. Based on the first phase, an additional investment of 36 million yuan was made to expand the recycling production line for 20,000 tons of lithium iron phosphate waste batteries and dismantled materials.

At the same time, the first phase, second bid section of the Chongqing Dazu project has commenced construction. It is expected that after commencing operation in early 2026, it will form an annual capacity for dismantling 100,000 new energy scrapped vehicles and processing 150,000 tons of retired power batteries, accelerating progress towards the goal of entering the top tier of the domestic lithium battery recycling industry.

【Shandong 40,000-Ton Lithium Battery Tiered Utilization and Recycling Regeneration Project Lands】 The Zibo Municipal Ecology and Environment Bureau recently accepted the environmental impact report for the "40,000-ton Lithium Battery Tiered Utilization and Recycling Regeneration Project" by a company in Shandong, marking the official start of the approval process for this lithium battery recycling project with a total investment of 300 million yuan. The company was established in April 2018 with a registered capital of 68 million yuan. Its business primarily involves lithium-ion battery manufacturing. Another company, involved in lead-acid battery manufacturing, was established in August 1999 with a registered capital of 30 million yuan.

【30,000-Ton Lithium Iron Phosphate Recycling Project Lands in Langfang】 Recently, the chairman of a lithium industry company led a core team on a return visit to Langfang Guochuang Group and signed a cooperation agreement. The signing of this agreement is a strategic choice for both parties to complement their advantages, share resources, and achieve mutual benefit, marking the official entry into a substantive new stage of cooperation in the field of new energy lithium battery recycling and regeneration.

【Latest Progress on Guangdong 100,000-Ton Lithium Battery Recycling, Dismantling, and Tiered Utilization Project】 Recently, the People's Government of Huizhou City website released the acceptance announcement for the New Energy Lithium Battery Recycling, Dismantling, and Tiered Utilization Project. The project, to be constructed by a company in Guangdong, is located at No. 49 Wanxing 3rd Road, Qingcaowo, Zhenlong Town, Huiyang District, Huizhou City. The total investment is 200 million yuan, including approximately 2 million yuan for environmental protection. It plans to annually recycle and dismantle 100,000 tons of lithium batteries and perform tiered utilization on them.

【First Announcement for Anhui Bengbu 20,000-Ton Lithium Iron Phosphate Material Repair Project】 The first announcement for the Anhui Bengbu 20,000-ton lithium iron phosphate material repair project. Construction content: The project will be implemented in two phases. The first phase involves purchasing pre-treatment equipment, separation and repair equipment, mixing equipment, environmental protection equipment, etc., to build one 10,000-ton lithium iron phosphate battery cathode material repair production line. The second phase involves building another 10,000-ton lithium iron phosphate battery cathode material repair production line. After completion, the project will have an annual repair capacity of 20,000 tons of lithium iron phosphate cathode material.

【Jiangxi 30,000-Ton Used Lithium Battery Recycling and Utilization Project Lands】 Recently, the People's Government of Ruichang City, Jiangxi Province, released the second information announcement for public participation in the environmental impact assessment of the "New Energy Battery Material Recycling Industry Project." A company plans to invest 60 million yuan to establish the project in the Matou Industrial City, Ruichang City, Jiujiang, Jiangxi Province. The plan includes building four production lines: two lines for the precise dismantling and material regeneration of lithium iron phosphate batteries, with an annual processing capacity of 20,000 tons; one line for the precise dismantling of ternary lithium batteries, with an annual processing capacity of 10,000 tons; and one line for material repair (cathode powder recovery), with an annual processing capacity of 8,000 tons.

【Zhejiang Adds 25,000-Ton Battery Recycling and Utilization Project】 Recently, the Anji County Ecology and Environment Bureau disclosed the "Environmental Impact Assessment Information Public Notice for the 25,000-ton New Energy Lithium Battery Resource Optimization, Tiered Utilization, and Regeneration Project" by a company. The project is located in the Lingang Industrial Park, Meixi Town, Anji County, with a total investment of 350 million yuan.

【Quzhou 77,000-Ton Annual Blended Refrigerant Project Approved】 Recently, the Quzhou Municipal Ecology and Environment Bureau intended to issue an approval opinion announcement for the environmental impact report of the Quzhou project for the annual production of 77,000 tons of blended refrigerant and 800 tons of fluorine-containing fine chemicals. The relevant details are as follows: The project involves adding raw material storage tanks, blended refrigerant storage tanks, reaction kettles, fractionation towers, and other equipment within the company's existing plant area to carry out the annual production of 77,000 tons of blended refrigerant and 800 tons of fluorine-containing fine chemicals.

【Environmental Assessment Approval for a Fluoropolymer Project in Jiangsu】 On November 21, the Management Committee of Changshu Economic and Technological Development Zone issued an approval for the environmental impact assessment report of the expansion project by a company in Changshu for the annual production of 1,500 tons of fluoroelastomer and 1,000 tons of tetrafluoroethylene-perfluoroalkyl vinyl ether. The relevant project details are as follows: To meet market demand, the company plans to construct an expansion project for the annual production of 1,500 tons of fluoroelastomer and 1,000 tons of tetrafluoroethylene-perfluoroalkyl vinyl ether within the existing workshop of the north plant area. After completion, the project will form an annual production scale of 1,500 tons of fluoroelastomer and 1,000 tons of tetrafluoroethylene-perfluoroalkyl vinyl ether.