＊Chinese translation below、下方附中文译文
Reunion One Month After the 12th Battery Summit in Tokyo
IRuniverse planned two factory visits for their participation in the 10th APEC International Conference in Xiamen. One of these was to LONGKAI TECHNOLOGY (Ganzhou Longkai Technology Co., Ltd.), a company rapidly growing in the lithium-ion battery recycling sector.
At the call of IRuniverse, a total of five people visited: one each from the battery divisions of Toshiba and Dowa EcoSystem, and three from the Metals & Resources Department of Mitsui & Co. (Guangdong) Trading Co., Ltd.
They traveled from Xiamen to Ganzhou by high-speed rail to inspect LONGKAI TECHNOLOGY's head office and factory. This company was represented by Mr. Feng Zizhen from the Overseas Sales Department at the Battery Summit held in Tokyo in September 2025. For IRuniverse’s Tanamachi and Sugihara, this was a reunion about a month after their visit to Queen's Metal factory in Mizunami.
■Integrated Production of Battery-Grade Lithium Carbonate from LFP Battery Scrap
LONGKAI TECHNOLOGY is one of the top-ranked companies on China's battery recycling "White List" that performs the entire process from the recovery of LFP (Lithium Iron Phosphate) battery scrap to the production of battery-grade lithium carbonate.
The company originally built its reputation by processing battery scrap and producing lithium carbonate under commission from major battery manufacturers, thanks to its reliable technical capabilities. Incidentally, while there are currently 63 companies on this White List, it is said that only about half are operating effectively.
The company was founded in 2019 by Mr. Fu Xiaolong and his brother, Mr. Fu Zikai. The company name "LONGKAI" is a combination of the brothers' names. Mr. Fu Xiaolong was originally an engineer specializing in manganese-based cathode materials and had built up industry experience, and his technical background underpins the core of the business.
Currently, the company produces about 700 tons of lithium carbonate per month. This scale requires approximately 3,500 to 5,000 tons of black mass, with raw materials including LFP battery scrap and black mass.
This battery-grade lithium carbonate is mainly sold to XTC (Xiamen Tungsten). They have earned XTC's immense trust, and demand for their recycled lithium carbonate is actually outstripping supply. Consequently, as detailed later, they are already constructing a third factory.
■Structural Changes and Intensified Competition in China's EV Recycling Market
In China, government guidelines explicitly set the end-of-life for commercial EVs (taxis, buses, etc.) at five years after delivery. It is anticipated that a large volume of EV batteries from commercial vehicles will emerge from 2028 onward, estimated to reach about 5 million tons, suggesting a sharp surge in recycling demand in the coming years.
On the other hand, the current main source of recycled material is manufacturing waste (such as cathode plates) generated during the production process. While 5-10% of production typically goes to recycling as defects or surplus, the volume of waste materials is decreasing due to improvements in manufacturing quality.
As a result, competition among recycling companies is intensifying, and securing raw materials has become a new challenge. Currently, 63 lithium recycling companies are registered on the Chinese government's "White List (National Certification)." As one of these companies, LONGKAI is actively investing in expanding production capacity and constructing new factories to prepare for the expected future increase in scrap batteries.
■Xinyu Factory Scheduled to Start Operations Next Year
The company plans to launch its Third Factory in Xinyu City, Jiangxi Province next year. The new factory will have approximately 1.5 times the production capacity of the current facility, and the materials processed will be expanded from conventional LFP batteries to include Ternary Lithium Batteries (NCM/NCA).
At full operation, the production capacity is expected to be 1,000 to 1,200 tons per month, or 15,000 tons annually, of battery-grade lithium carbonate. This will establish a system to cope with the anticipated rapid increase in the volume of end-of-life batteries.
Furthermore, they plan to extract valuable metals such as cobalt chloride and nickel chloride from ternary batteries, with XTC also expected to be the largest buyer for these products.
■Overseas Expansion and Prospects for Sino-Japanese Cooperation
Mr. Fu Xiaolong has expressed his ambition to strengthen partnerships with overseas companies and establish overseas bases as a future policy. While EV sales have temporarily slowed in Europe and the US, opportunities for cooperation are expanding in the Asian region, suggesting that Sino-Japanese coordination in technology and materials circulation will become increasingly important.
Through its reliable technical capabilities and aggressive stance toward facility expansion, LONGKAI TECHNOLOGY is solidifying its position within China's recycling industry. The specific details of the discussions and the introduction of the facilities will follow in the second and third installments!
【现场报道】探访赣州龙凯科技有限公司工厂—第12届东京电池峰会后时隔一个月的再会—
IRuniverse株式会社（以下简称IRuniverse）此次参加厦门第十届APEC国际会议期间，特别安排了两场工厂参观活动。其中一家便是锂离子电池回收领域快速崛起的赣州龙凯科技有限公司。
在IRuniverse的介绍下，东芝及DOWA ECO-SYSTEM电池事业部各1名代表、三井物产（广东）贸易有限公司金属资源部3名代表，共计5人参与访问。
团队从厦门搭乘高铁前往赣州，实地考察了龙凯科技有限公司总部及工厂。该企业曾于2025年9月在东京举办的电池峰会上由海外营业部冯子祯先生进行登台演讲。
对IRuniverse的棚町与杉原而言，这是自Queens metal的岐阜县瑞浪工厂参观以来时隔约一个月的再度会面。
■ 实现LFP电池废料到电池级碳酸锂的全流程生产
龙凯科技是中国电池回收白名单企业中的佼佼者，其业务涵盖LFP（磷酸铁锂）电池废料回收至电池级碳酸锂生产的全产业链。
该公司凭借扎实的技术实力，通过承接大型电池制造商的废旧电池处理及碳酸锂生产委托，逐步建立了行业信誉。
值得一提的是，当前中国国内白名单企业虽达63家，但其中真正具备稳定运营能力的企业仅占半数左右。
该公司由傅小龙与弟弟傅子凯于2019年共同创立。公司名称“LONGKAI”取自兄弟二人名字的首字母组合。傅小龙作为曾从事锰系正极材料研发的工程师，其深厚的技术背景构成了企业发展的核心支撑。
目前该公司月均碳酸锂产量约700吨。该产能需消耗约3500-5000吨黑粉，原料主要采用磷酸铁锂电池废料及黑粉等。
这些电池级碳酸锂主要销往XTC（厦门钨业），并已获得XTC的高度信任，甚至当前回收碳酸锂的供应难以满足需求。
因此，龙凯科技已着手建设第三座工厂。
■ 中国电动车回收市场的结构变革与竞争加剧
在中国，政府明确规定电动车报废年限为交付后5年（仅限出租车、巴士等商用车），预计2028年后将产生大量的商用电动车电池废料，预计总量将达500万吨，未来数年回收需求将急剧攀升。
另一方面，当前回收主体仍以生产环节产生的废料（如正极板）为主。虽然约5-10%的成品因瑕疵或过剩进入回收体系，但随着制造工艺提升，废料量呈下降趋势。
由此将导致回收企业间竞争加剧，原料保障会成为新的课题。
目前中国政府“白名单（国家认可）”登记的锂回收企业共63家。作为其中一员，龙凯科技正积极投资扩充产能并新建工厂，以应对未来废料量的增长。
~Related Article~
焼き物の街からLIBリサイクルの街へ―瑞浪でクイーンズメタル×LKTが描く次世代資源循環
第12回バッテリーサミット講演者紹介：Ganzhou Longkai Technology Co., LTD 国際事業部長 馮 子禎（FENG ZIZHEN）
(IRuniverse R.S.)
