自 2015 年中國新能源汽車產量開始放量，新能源汽車銷量不斷攀升，2022 年銷量已達 688.7 萬輛。在新能源汽車的帶動下，動力電池裝機量快速增長，2022 年中國動力電池裝機量達 294.6GWh。考慮到目前新能源汽車動力電池的平均使用壽命在 5 年左右，動力電池在未來 2-3 年內將迎來大規模退役潮，動力電池回收需求迫切。
$特斯拉.US$比亞迪股份.HK$小鵬汽車.US$理想汽車.US$蔚來汽車.US
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