Company News
"Carbon · Regeneration" Symposium Successfully Held
On April 21, the symposium themed "Carbon · Regeneration" – "The Regenerated Lithium Era: Value Reconstruction of Lithium Resource Circulation and Carbon Asset Management" – was successfully held, hosted by BSK China and co-organized by KPMG China. The event brought together experts from industry and academia to conduct in-depth discussions on core issues such as the strategic value enhancement of regenerated lithium, the restructuring of global carbon compliance systems, and pathways to carbon assetization, providing cutting-edge insights and practical models for the sustainable development of the new energy industry.
The symposium kicked off with an opening speech by Michael GUO , Founder and Chairman of BSK China and Director of Tianyong Intelligent (603895). Guo pointed out that competition in the new energy industry is shifting from "manufacturing capability" to "resource supply capability," and that lithium sources are evolving from a single reliance on mining to a dual‑driven model of "mining + recycling." He emphasized that regenerated lithium has become a critical resource for ensuring industrial security.
BSK is currently building a standardized plant in Huai'an with an annual output of 20,000 tons of battery‑grade lithium carbonate, striving to establish a recycling network that ensures stable supply of key resources. He further proposed that enterprises must transform their carbon reduction capabilities into verifiable and pricible "carbon assets," which will become a new source of future valuation and profit.
Daisy SHEN, Head of ESG sector as well as Energy & Natural Resources Consulting at KPMG China, delivered a keynote speech entitled Compliance Restructures Value Chains, Circularity Drives New Growth. She systematically demonstrated the dual regulatory frameworks for batteries across China and the EU, which points out that China will mandate full lifecycle traceability and extended producer responsibility for power batteries starting from April 2026. In parallel, the EU is rolling out compulsory requirements on carbon footprint disclosure, digital battery passports and enhanced recycling rates. Ms. Shen noted that 2026 will serve as a critical compliance milestone for both regions. Escalating regulatory pressure is reshaping the industrial landscape, and the circular economy has evolved from an optional initiative into an operational imperative for enterprises. She stressed that businesses must proactively build carbon footprint accounting systems, digital traceability capabilities and closed-loop recycling mechanisms to capture tangible dividends from global regulatory alignment.
Professor Han Qian from Lingnan College, Sun Yat‑sen University, systematically demonstrated the logic by which carbon management capability has shifted from an "elective" to a "compulsory" course. He proposed a three‑in‑one "carbon asset production line" solution: deploying a precise sensing system, establishing an authoritative accounting system, and building an intelligent application platform, thereby converting intangible emission reduction performance into tangible data assets. He emphasized that carbon management capability serves as an enterprise's "invisible business license," determining its market viability, access to capital, and bargaining power in the supply chain.
A panel discussion moderated by Dasy SHEN brought together Michael GUO , HAN Qian, and ZHAO Weiduo, co‑founder and Chief Technology Officer of BSK. The panelists agreed that enterprises must embed carbon compliance thinking at the project design stage to avoid costly retrofits later; a solid foundation of carbon data can help secure low‑carbon premiums, reduce financing costs, and ultimately achieve the financialization of carbon assets. The participants called for immediate action to jointly create a replicable "China paradigm" for carbon asset management.
BSK China Appears at 2026 Shanghai Global Investment Promotion Conference
On March 14, 2026, the 2026 Shanghai Global Investment Promotion Conference grandly opened. BSK China, as an innovative enterprise in the field of power battery recycling, appeared at the conference, showcasing its strategic layout of "headquarters in Hongqiao, factories nationwide, and markets worldwide."
During the conference, the Management Committee of the Hongqiao Business District held a special "District Heads Face-to-Face" session. Guo Xiangyang, Chairman of BSK China, had a direct conversation with Kong Fu'an, Party Secretary and Executive Deputy Director of the Management Committee of Shanghai Hongqiao International Central Business District.
Guo Xiangyang stated that the decision to establish the company's headquarters in Shanghai Hongqiao, integrating R&D innovation and supply chain management functions, was an active choice based on the company's strategic development. Hongqiao enables efficient access to top-tier universities and industrial chain resources in Shanghai, while leveraging its comprehensive transportation hub advantages to connect with the Huai'an base and global markets, achieving seamless resource allocation.
BSK China focuses on power battery recycling and is dedicated to transforming retired power batteries into critical materials for the new energy industry through engineered, replicable lithium regeneration industrial systems.
Leveraging its independently developed Targeted Lithium Extraction (TLE) technology, BSK has built a complete industrial system ranging from lithium-containing material processing to battery-grade lithium carbonate production, achieving a lithium recovery rate of over 94%, combining high recovery efficiency with engineering stability.
Currently, BSK's industrial base in Huai'an, Jiangsu Province, covers an area of 380 mu (approximately 25.3 hectares) and is a major provincial project. Once fully operational, it will have an annual processing capacity of 300,000 tons of spent power batteries and an annual output of 20,000 tons of battery-grade lithium carbonate, establishing a benchmark demonstration base for China's regenerative lithium recycling industry.
Looking ahead, BSK China is advancing its "five-year, ten-plant" strategic plan, gradually building a distributed regenerative lithium recycling network to promote the circular utilization and long-term supply security of critical resources, contributing a Chinese solution to the global new energy industry.
Seminar on New Energy Battery Recycling System and Critical Resource Security Successfully Concludes
The "Seminar on the New Energy Battery Recycling System and Critical Resource Security" was held in Shanghai on January 30, 2026. Co-hosted by China BSK New Energy Limited, Guotai Jun’an Futures and the Hongqiao Overseas Development Service Center, the event brought together over 90 representatives from government, industry, academia, and the financial sector to delve into the systemic challenges of lithium resource recycling utilization and security assurance.
In his opening address, Kong Fu'an, Secretary of the Party Leadership Group and Executive Deputy Director of the Administrative Committee of the Shanghai Hongqiao International Central Business District, elaborated on the district's unique geographical advantages, dynamic development momentum, favorable business environment, abundant international resources, and broad industrial opportunities. He stated that the Administrative Committee would provide full support for relevant enterprises to jointly build the "resource recycling infrastructure" for the new energy era within Hongqiao.
During a keynote speech, Michael GUO , Chairman of China BSK New Energy Limited and Director of Shanghai Tianyong Intelligent Equipment Co., Ltd.(603895), proposed that the new energy industry is transitioning from scale expansion to systemic security and sustainable operation. He pointed out that lithium resources face challenges such as geographical concentration, supply chain rigidity, and severe price volatility, noting that the industry's competitive focus is shifting from "controlling mineral resources" to "building recycling capacity."
Michael GUO elaborated on the concept of the "urban mine," asserting that lithium contained within new energy systems will become the most certain resource source in the future. He introduced BSK's replicable, standardized recycled lithium industrial system, which is centered on its core "Targeted Lithium Extraction" technology. The company is committed to establishing a distributed and governable network of recycled lithium infrastructure, with its Huai‘an factory slated for operation in June this year. He expressed anticipation for collaborating with industry partners to promote standardized and regulated development, thereby supporting long-term resource security in the new energy era.
Zhao Minghao, Deputy Director, Professor, and Doctoral Supervisor at the Center for American Studies, Fudan University, delivered a speech titled "Strategic Resource Security in the Context of Sino-US Rivalry." From the perspective of the evolving international political and economic landscape, he analyzed the structural challenges to global strategic resource security. He emphasized that critical resources like lithium have transcended their general commodity attributes to become central to major power strategic competition and supply chain resilience.
Zhao argued that within its resource security assurance system, China should attach high strategic importance to the value of the "urban mine." He proposed elevating the capacity for recycled lithium cycling to the level of national infrastructure and long-term security capability building. By advancing technological self-reliance, system refinement, and international collaboration, a more resilient and sustainable resource supply framework can be constructed.
Based on data analysis, Shao Wanyi, Chief Researcher at the Guotai Junan Futures Research Institute, indicated that 2026 will mark the first year of rapid growth for energy storage demand, which will structurally replace a portion of the power battery market share. She analyzed that the market will exhibit a trend of "simultaneous increase in supply and demand, rising price floors, and high-volatility operation," with prices constrained by factors such as energy storage return rates, substitution by sodium-ion batteries, and the resumption of mining operations.
Shao emphasized that against the backdrop of supply-side challenges including mining permit compliance and geopolitical uncertainties, the linear model reliant solely on upstream mineral resources has encountered bottlenecks. Building a "lithium recycling infrastructure" with sustained elasticity and security capabilities has become a clear direction drawing attention from financial and industrial capital. This is key to achieving the leap from "resource dependence" to "system operation."
In the subsequent roundtable discussion, participants engaged in in-depth exchanges on topics including the construction of the new energy battery recycling system, critical resource security assurance, and industrial synergy with financial support. Experts generally concurred that propelling the industry towards maturity relies not only on continuous technological advancement but also on stable institutional design, clear accountability mechanisms, and long-term market confidence.
This seminar provided a high-level dialogue platform for the issues surrounding the new energy battery recycling system and critical resource security. It fostered multi-stakeholder consensus and offered valuable references for subsequent industrial practices and policy formulation.
China BSK New Energy's High value utilization of power battery and zero carbon factory officially starts construction
On August 27, 2025, China BSK New Energy Limited - Jiangsu Huai'an High Value Utilization of Power Battery & Zero Carbon Factory Project officially started construction in Huai'an Industrial Park.
Lin Xiaoming, Member of the Municipal Party Committee and Executive Vice Mayor of Huai'an, Gong Xiaoqin, Secretary of the Party Group and Director of the Municipal Bureau of Commerce of Huai'an, Cui Buyin, Secretary of the Party Working Committee of Huai'an Industrial Park, Chen Bingxin, Director of the Huai'an Industrial Park Management Committee, Ding Sujuan, Executive Chairman of Shanghai Jiangsu Huai'an Chamber of Commerce and Chairman of Jinqian Group, Rong Junlin, Chairman of Tianyong Engineering (Shanghai) Co.,Ltd, and Guo Xiangyang, Director of Tianyong Engineering (Shanghai) Co.,Ltd. and Chairman of China BSK New Energy Limited. attended the groundbreaking event.
Cui Buyin warmly congratulated the project on its commencement. He said that this project has a heavy investment, high output efficiency, and strong driving ability, fully reflecting the strategic vision of the enterprise to perceive market trends and seize market opportunities. The implementation of this project will inject strong momentum into the industrial park to better promote the coordinated development of upstream and downstream enterprises in the new energy industry chain and enhance the competitiveness of regional circular economy. Huai'an Industrial Park will always adhere to the concept of "doing better than speaking, serving earlier than demand", strengthen pre assistance services, and activate the "first engine" of project initiation. Strengthen the guarantee of elements and build a solid "core support" for project construction. Deepen ecological empowerment, create a "long-term fertile ground" for enterprise development, and help enterprises root in the park and grow stronger.
Then, Guo Xiangyang introduced the project situation and expressed appreciation for the first-class industrial ecology and business environment of Huai'an Industrial Park. He stated that he will strictly control the quality of the project, reverse the schedule, and carry out map battles, fully promote the acceleration and efficiency of project construction, and demonstrate the "quality and speed of the park" through practical actions. At the same time, BSK will further promote the acceleration of upstream and downstream enterprises in battery materials to gather in the park, allowing more enterprises to choose this hot land for innovation and entrepreneurship, and jointly cultivate a more complete, dynamic, and competitive new energy industry ecosystem!
The Jiangsu BSK High Value Utilization Power Battery & Zero Carbon Factory project covers an area of 380 acres, with an annual processing capacity of 300000 tons of waste power batteries and an annual output of 20000 tons of battery-grade lithium carbonate, 100000 tons of recycled battery grade iron phosphate and other new energy materials. After the project is fully completed and put into operation, the annual output value will exceed 3.5 billion yuan and the tax revenue will exceed 120 million yuan.
Starting from Huai'an and deeply cultivating the track of new energy battery recycling, BSK will create a global benchmark for green recycling of waste power batteries, helping China's new energy industry chain move towards high-quality development in the "dual carbon" era.
