从消耗品到资产：循环经济重塑电池产业未来
在2025慕尼黑国际汽车展上，循环经济成为最受瞩目的议题之一。一场以“全球能源循环计划”为主题的电池循环经济论坛吸引了宁德时代、宝马、梅赛德斯-奔驰、巴斯夫等行业领军企业，共同探讨如何通过循环体系推动电池产业的长期可持续发展。
与会代表指出，电池循环经济已不再是单一的环保概念，而是关乎全球汽车产业链韧性和能源转型的核心战略。其目标是打通“生产—使用—回收—再生—再生产”的全生命周期闭环，减少对原生矿产资源的依赖，并在未来20年内推动电池产业的结构性转型。
市场前景显示，到2040年，全球电池回收市场规模有望突破1.2万亿元人民币，并创造逾1000万个就业岗位。循环经济的落地不仅能延长电池寿命、降低原材料成本，还将促进产业链效率提升和标准体系建设，为电动汽车产业的可持续竞争力奠定基础。
论坛形成共识：唯有产业链协同，才能实现规模化的循环体系。从电池设计阶段就融入可回收理念，在制造环节建立材料追溯机制，在使用端强化数字化管理，并在退役阶段推动大规模回收和再生利用，才能真正形成闭环。
正如宁德时代提出的“为循环而生”理念所强调的，电池必须从一次性消耗品转变为可多周期利用的资产。业内普遍认为，这一转变不仅将重构电动车产业格局，更可能成为全球能源转型的重要支点，为未来二十年的产业发展提供全新蓝图。
At the 2025 Munich International Motor Show, the circular economy emerged as a defining theme. The Global Battery Circular Economy Forum, joined by leading companies such as CATL, BMW, Mercedes-Benz, and BASF, highlighted how the “Global Energy Circular Initiative” could reshape the future of the automotive industry.
The circular economy is no longer viewed solely as an environmental measure but as a strategic imperative for resilience and long-term growth. Its ambition is to establish a closed-loop lifecycle—production, use, recycling, regeneration, and reproduction—aimed at reducing dependence on virgin minerals and enabling a structural transformation of the battery industry over the next two decades.
Projections suggest that by 2040, the global battery recycling market could surpass RMB 1.2 trillion and create over ten million jobs. Beyond cost savings and extended battery lifespans, circular practices are expected to improve efficiency across the supply chain, accelerate standardization, and strengthen the sustainable competitiveness of electric vehicles.
The consensus at the forum was clear: only through industry-wide collaboration can circular systems achieve scale. From embedding recyclability at the design stage to establishing traceability in manufacturing, deploying digital tools during usage, and scaling recycling technologies at end-of-life, a fully integrated loop must be built.
As CATL has emphasized in its philosophy of being “born for recycling,” batteries must evolve from single-use consumables into multi-cycle assets. This paradigm shift is poised not only to redefine the electric vehicle sector but also to serve as a cornerstone in the global energy transition, charting a new blueprint for the next 20 years of industrial development.