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Battery Recycling Enters the "Mandatory Compliance" Era: MIIT Calls for Rule-of-Law Regulation as a Billion-Dollar Market Takes Shape
Release time:
2026-06-02
【Core Summary】
With China's new energy vehicle (NEV) fleet surpassing 43.97 million units, the peak of power battery retirements is approaching. On May 28, the Ministry of Industry and Information Technology (MIIT) convened the second meeting of the National NEV Power Battery Recycling Task Force, explicitly calling for the use of rule-of-law measures to regulate recycling — marking a fundamental shift in policy focus from "encouragement and guidance" to "mandatory compliance and strict enforcement."
I. Policy Upgrade: Five-Ministry Joint Enforcement Moves Recycling onto a Legal Track
MIIT Task Force Sets the Tone
On May 28, the MIIT convened the second meeting of the National NEV Power Battery Recycling Task Force. The meeting emphasized the need to use rule-of-law measures to regulate recycling, intensify the special joint enforcement campaign for standardized waste power battery recycling, and investigate and punish illegal activities such as the unauthorized sale of waste power batteries and environmentally damaging dismantling.
Five-Ministry Notice Sets the Stage
Earlier, on April 27, the MIIT, the Ministry of Ecology and Environment, and three other ministries jointly issued the "Notice on Launching a Special Joint Enforcement Campaign to Standardize Waste Power Battery Recycling and Utilization," identifying key targets for enforcement:
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Unauthorized sale of waste power batteries
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Illegal dismantling and environmental pollution
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Batteries flowing into informal recycling channels
These two closely spaced policy signals indicate that power battery recycling is moving from a "policy guidance" phase into a new era of "legalized mandatory compliance."
II. Market Background: The Retirement Peak Is Approaching
Rapidly Growing Vehicle Fleet
| Indicator | Data |
| NEVs on road (end of 2025） | 43.97 million units (12% of total vehicles) |
Retirement Volumes Rising Fast
| Year | Battery Retirement Volume |
| 2024 | Approximately 400,000 tons |
| 2030 (projected) | Exceeding 1.5 million tons |
Market Size Expanding Rapidly
| Period | Market Size |
| 2024 | Exceeding RMB 48 billion |
| 2030 (projected) | Exceeding RMB 100 billion |
III. Strategic Significance: Enhancing Self-Sufficiency in Critical Metals
From a resource security perspective, battery recycling has become an important pathway to safeguarding China's supply of critical metals. Under an ideal recycling scenario, by 2030, the proportion of demand met through recycling would be:
| Metal | Recycled Output as % of Demand |
| Lithium | 8% |
| Cobalt | 25% |
| Nickel | 21% |
Through standardized recycling, critical metals such as lithium, cobalt, and nickel from retired batteries can achieve a closed-loop cycle of "from waste to resource," significantly reducing dependence on external mineral sources.
IV. Industry Impact and Response Strategies
Impacts on the Battery Supply Chain
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Rising Compliance Costs – Informal recycling channels will be rapidly phased out, expanding market space for compliant recyclers
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Enhanced Traceability Requirements – Full lifecycle traceability will become standard; batteries outside the traceability system will face circulation restrictions
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Higher Technical Barriers – Efficient, low-cost recycling technologies will become a core competitive advantage
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Business Model Transformation – Shift from fragmented, small-scale operations to large-scale, integrated management
Recommendations for Enterprises
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Establish recycling networks in advance and partner with certified recycling companies
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Improve battery product traceability systems to ensure full lifecycle tracking
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Invest in recycling technology R&D to improve material recovery rates
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Build closed-loop "production-use-recycling" partnerships with upstream and downstream partners
V. Conclusion
Power battery recycling is moving from a "niche issue" to the "industry core." With the implementation of five-ministry joint enforcement and the completion of a legalized regulatory framework, a billion-dollar, standardized recycling market is taking shape at an accelerating pace.
As a participant in the battery industry, we will continue to monitor policy developments, actively fulfill extended producer responsibility obligations, promote full lifecycle green management of our products, and help build a safe, efficient, and sustainable circular economy for power batteries.
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