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ICM Shanghai – Insights from Alice Huang, SK TES China Representative #StandingTalkSeries1

11/29/2025 11:56
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ICM Shanghai – Insights from Alice Huang, SK TES China Representative #StandingTalkSeries1

Interview with Alice Huang, China Representative of SK TES

---“Japan can become a model market for Asia. The key to SK Group’s ‘total solution’ lies here.”

During the ICM conference, the IRuniverse editorial team (Tanamachi) had the valuable opportunity to interview many key figures and hear insights about their corporate visions and strategies.
As a media partner, IRuniverse also attended the Steering Committee meeting on the 36th floor of the venue hotel. There, we spoke with Ms. Alice Huang, China Representative of SK TES, about the Japanese market and SK’s broader Asia strategy.

■ Outlook on the Japanese Market

Q. How do you view TES Group’s development in Japan?
A. “Japan has a very straightforward system—transparent and consistent—and its regulations and frameworks supporting the circular economy are exceptionally well-structured. Japanese companies have extensive experience, and we still have much to learn from them.
Even so, the potential for collaboration with Japanese companies is enormous, and we look forward to future developments.”

■ Expansion into the Asian Market

Q. Do you plan to expand integrated recycling businesses—such as plastics and tires—not only in Japan but across Asia?
A. “Absolutely. Starting in Japan is highly significant in terms of credibility. We believe Japan can serve as a benchmark or model case for Asia.”

■ Collaboration Opportunities in Battery and Materials Recycling

Q. Are M&A or partnerships with Japanese or other Asian companies being considered in battery and materials recycling?
A. “In the circular economy, recycling is only the final stage. Our ambition is to become a total solution provider. For example, starting from:

  • AIDC
  • AI Data Centers

we aim to evolve into a green energy supplier and offer wide-ranging services centered on green design.
This includes reuse of devices and creating an end-to-end circular system. That is the total solution we intend to develop.”

■ Alignment with SK Group Strategy

Q. Could ESS batteries supplied to SK Group’s data centers also be provided through SK TES as part of a unified group solution?
A. “Well, I’m not in a position to speak for the entire SK Group, but we are certainly working toward that direction. ESS supply itself is handled not by SK TES but by a subsidiary called Zcycle.
What I can say is that the SK Group operates under a strategy built around A, B, C:

  • A = AI
  • B = Battery
  • C = Chips

SK TES plays a key role in supporting this ABC strategy.”

Tanamachi: “Thank you very much for your time! It was a pleasure meeting you, Alice. We look forward to welcoming you again at our Tokyo Battery Summit next March. 
Her warm personality and forward-looking remarks further strengthened expectations for future collaboration, while her strategic perspective underscored SK TES’s role as a leading force in shaping the future of Asia’s circular economy.

--------------*Chinese Translation below*------------------------------

专访 SK TES 中国代表 Alice Huang

“日本有潜力成为亚洲的典范市场。SK 集团所追求的‘整体解决方案’,其核心就在这里。”

在 ICM 会议期间,IRuniverse 采访团队(棚町)有机会与多位行业重要人士交流,深入了解企业愿景与战略。
作为媒体合作伙伴,IRuniverse 也受邀参加了会场酒店 36 层举行的 Steering Committee。在此期间,我们采访了 SK TES 中国代表 Alice Huang 女士,就日本市场与亚洲战略进行了探讨。

■ 对日本市场的展望

问:您如何看待 TES 集团在日本的发展?
答: “日本具有非常透明、稳定的制度体系,支撑循环经济的法规和制度都十分完善。日本企业拥有丰富的经验,我们还有很多值得学习的地方。
尽管如此,与日本企业的合作潜力巨大,我们非常期待未来的发展。”

■ 进军亚洲市场

问:贵司是否考虑将塑料、轮胎等综合回收业务从日本拓展至整个亚洲?
答: “当然。以日本为起点在可信度方面意义重大。我认为日本能够成为亚洲的标准示范案例。”

■ 在电池与材料回收方面的合作可能性

问:在电池及其他材料的回收业务中,是否会考虑与日本或亚洲企业进行并购或合作?
答: “在循环经济中,‘回收’只是最后一步。我们的目标是成为一家整体解决方案提供商。例如,从:

  • AIDC
  • AI 数据中心

开始,进一步成为绿色能源供应商,并以绿色设计为核心提供广泛的服务。
包括设备再利用(Re-use)在内,我们希望构建一条完整贯通的循环体系。
这就是我们所追求的整体解决方案。”

■ 与 SK 集团战略的联动

问:SK 集团运营的数据中心所使用的 ESS 电池等,是否也可能由 SK TES 供应,实现整个集团的整体解决方案?
答: “我虽然无法代表整个 SK 集团发言,但我们确实正朝这个方向努力。ESS 本身的供应并非由 SK TES,而是由旗下子公司 Zcycle 负责。
可以肯定的是,SK 集团战略以 A、B、C 为核心:

  • A = AI
  • B = Battery
  • C = Chips

SK TES 正在为这一 ABC 战略提供强有力的支持。”

棚町:“感谢您接受采访!非常荣幸能与您见面。期待明年三月在我们主办的东京电池峰会再次见到您!

她温暖的气度和富有前瞻性的言辞增强了人们对未来合作的期待,而她所展现的战略视角也强烈凸显了 SK TES 将在亚洲循环经济的未来发展中发挥引领作用。

IRuniverse reporters with Ms. Alice Huang from SK TES and Ms. Susannah Pratt Calvin from Apple

(IRuniverse, R.S.)

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