凯捷Capgemini：2025年电池回收商的挑战：不确定市场中的竞争力提升策略研究报告（英文版）

As the global transition to electric mobility and sustainable energy accelerates, battery recycling is emerging not just as an environmental imperative, but as a strategic lever for industrial competitiveness, resource security and circular value creation. Yet, despite its critical role, the industry stands at a crossroads. While global recycling capacity is expanding rapidly, the volume and predictability of feedstock remain deeply constrained. This disconnect is creating acute economic, ope