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In the investigation, the reporter learned that the power battery recycling industry has spawned huge production capacity with policy support and capital inflow; on the other hand, there has been a significant misalignment between the production capacity of the early layout and the current spatio-temporal distribution of battery decommissioning, leading to the dilemma of “places with batteries have no production capacity, places with production capacity have no batteries”, and the overall capacity utilization rate of the country is sluggish. The industry urgently needs to shift from “building much more” in pursuit of scale to “building accurately” to improving system efficiency. Furthermore, the reporter learned from relevant sources that the relevant parties are expected to introduce relevant policies for recycling and comprehensive utilization management of waste power batteries in the near future, which is a deepening and improvement of the current management system.

Zhitongcaijing·12/26/2025 10:01:04
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In the investigation, the reporter learned that the power battery recycling industry has spawned huge production capacity with policy support and capital inflow; on the other hand, there has been a significant misalignment between the production capacity of the early layout and the current spatio-temporal distribution of battery decommissioning, leading to the dilemma of “places with batteries have no production capacity, places with production capacity have no batteries”, and the overall capacity utilization rate of the country is sluggish. The industry urgently needs to shift from “building much more” in pursuit of scale to “building accurately” to improving system efficiency. Furthermore, the reporter learned from relevant sources that the relevant parties are expected to introduce relevant policies for recycling and comprehensive utilization management of waste power batteries in the near future, which is a deepening and improvement of the current management system.