By 2030, China's retired power battery volume will exceed 1 million tons annually, equivalent to nearly 3,000 tons daily, while formal recycling companies face challenges from low-price competition.
34312 days ago
MIIT issued an announcement abolishing the cascade utilization policy for retired NEV power batteries, discontinuing the cascade utilization enterprise approval system, removing 100 previously approved cascade utilization enterprises from the compliance list, while the regenerative recycling enterprise list remains valid.
24131 days ago
On July 30, 2026, China's MIIT issued Announcement No. 20 of 2026, formally abolishing power battery cascade utilization policies. 100 companies were removed from the compliance list, marking the end of the dual-track recycling model.
50934 days ago
China's National Development and Reform Commission mandated strict NEV battery-included scrappage rules with a 2030 deadline for establishing a full closed-loop waste recycling system. Meanwhile, two departments are studying reforms to gasoline consumption tax. NEV retail penetration reached 65.1% in July.
46735 days ago
CATL announced its 2035 value-chain carbon neutrality roadmap on August 17, becoming the world's first battery company to achieve core operational carbon neutrality at TWh-level shipment scale. The company noted that supply chain emissions are over 5x its operational emissions and has built the lithium-battery industry's first full-chain carbon data traceability platform.
15935 days ago
Lithium carbonate prices dropped below 150,000 yuan/ton and entered a volatile range. CATL invested 1 billion yuan in battery aftermarket services. NIO transferred swapping station assets to state capital. Gotion adjusted capacity structure. Battery makers are pursuing aftermarket extension, asset-light transformation, and capacity optimization.
43537 days ago
A batch of ride-hailing vehicles that have reached 150,000 kilometers is experiencing concentrated battery swelling, leakage, and insulation failures. The affected vehicles are primarily equipped with 177Ah lithium iron phosphate (LFP) cells, with failures clustering between 150,000 and 250,000 km — squarely on the manufacturer's "8 years or 150,000 km" warranty threshold. Ride-hailing vehicles operating approximately 80,000 km annually with 1-2 charges daily are challenging existing battery safety standards and warranty systems.
57239 days ago
The Ministry of Industry and Information Technology, jointly with multiple departments, issued a notice to strongly rectify the battery cascade utilization industry. 100 companies were removed from the white list, with only 20 meeting regulatory standards. The rectification covers environmental protection, safety, and recycling systems, expected to impact over 5 billion yuan in ongoing capacity.
36445 days ago
On July 15, 2026, NBS Deputy Director Mao Shengyong stated at a State Council press conference that H1 NEV retail penetration exceeded 60% for three consecutive months, driving lithium-ion battery output up 39.3%, with new growth drivers contributing over 40% of economic growth.
64667 days agoOn June 30, China's Automotive Power Battery Innovation Alliance released a report projecting domestic battery retirements to reach 1 million tons in 2026 and over 5 million tons by 2035. In 2025, waste battery generation reached approximately 400,000 tons, with recycled materials already meeting over 10% of domestic battery production needs.
46982 days ago
EX1000
