How do the EU's new Battery Regulation and Carbon Border Tax Mechanism drive green transformation in the power supply chain for charging pile main control boards?

The EU's new battery law and carbon tariffs compel the green transformation of the charging pile motherboard supply chain, with three core aspects:

1.Regulatory thresholds

• Starting from 2027, mainboards must be accompanied by a battery passport and a full lifecycle carbon footprint declaration; otherwise, they will be prohibited from entering the EU

• CBAM imposes carbon tariffs on steel/aluminum, increasing the cost of high-carbon products by 240-400 euros per ton

2. Key Transformation Focus

• Material substitution: Primary aluminum → Hydroelectric aluminum/Recycled aluminum, Tin-lead solder → Lead-free recycled tin

• Energy transition: Factory photovoltaics + green certificates, reducing manufacturing carbon footprint by 60%

• Design upgrade: modular, glue-free, easy to disassemble, achieving 85% recycling rate

• Refund Collection: Prepay 2-3 euros per unit for the recycling fund, or establish a European remanufacturing center

3. Cost and Benefit

• Investment: Annual revenue of 100 million, with an investment scale of approximately 1.5-2 million yuan (1.5-2%)

Return:

• Maintain 30-40% of EU export share, secure 5-8% green premium, recover costs in 18 months

  Conclusion: Green transformation shifts from "cost burden" to "competitive barrier," with early adopters setting the next-generation global standards.

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