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據新能源汽車(che)國家大數據聯盟的(de)數據顯示，預計到2020年(nian)，我國退役電(dian)(dian)(dian)池(chi)累計約為20萬噸，我國首批新能源車(che)的(de)動(dong)(dong)力(li)(li)蓄電(dian)(dian)(dian)池(chi)即將(jiang)迎來一輪(lun)“退役潮”。據了(le)解(jie)，我國運營類新能源汽車(che)動(dong)(dong)力(li)(li)電(dian)(dian)(dian)池(chi)報廢年(nian)限(xian)是35年(nian)，私人乘(cheng)用車(che)動(dong)(dong)力(li)(li)電(dian)(dian)(dian)池(chi)報廢周(zhou)期為5-8年(nian)，截至現在，最早推(tui)廣的(de)新能源汽車(che)已經進(jin)入動(dong)(dong)力(li)(li)蓄電(dian)(dian)(dian)池(chi)回收期。

華創證券指(zhi)出，廢舊(jiu)電池(chi)回(hui)(hui)收(shou)(shou)(shou)(shou)價值高(gao)，三元材(cai)料(liao)所含(han)鈷、錳、鎳等金屬元素多(duo)為(wei)我國較為(wei)稀缺、進口依(yi)賴較高(gao)、價格持續高(gao)位上漲的(de)(de)金屬資源，廢舊(jiu)鋰電的(de)(de)回(hui)(hui)收(shou)(shou)(shou)(shou)蘊含(han)很大商機。隨著回(hui)(hui)收(shou)(shou)(shou)(shou)需求的(de)(de)爆發，政策的(de)(de)規范(fan)(fan)以及行業龍頭的(de)(de)不斷(duan)布局，動(dong)(dong)力電池(chi)回(hui)(hui)收(shou)(shou)(shou)(shou)的(de)(de)市場(chang)即將打開。同時，動(dong)(dong)力電池(chi)行業的(de)(de)龍頭布局鋰電回(hui)(hui)收(shou)(shou)(shou)(shou)的(de)(de)模(mo)式(shi)有(you)助于回(hui)(hui)收(shou)(shou)(shou)(shou)體系(xi)的(de)(de)建立，進而(er)引導行業向(xiang)規范(fan)(fan)化發展。