Author ：Iflowpower – Portable Power Station Supplier
With the rapid development of new energy vehicles, the demand for dynamic lithium-ion batteries is continuously improved, and the old lead acid company speeds up the layout of lithium-ion battery. According to the data of my country's Chemistry and Physical Power Industry Association, in 2017, my country's lithium-ion battery sales revenue reached 158.9 billion yuan, up 19.
5% year-on-year; lithium-ion battery production was 1009 billion, up 15.6% year-on-year. "Lithium-ion battery is widely used in new energy vehicle power lithium-ion battery fields in recent years in recent years in recent years in recent years.
"January 17, Dongxing Securities researcher He Zhuhui said in an interview with an economic reporter of the 21st Century, the current lithium-ion battery is also facing the price and weak safety, and the stability is insufficient, but with lithium battery future price. Improvement of decline and product performance, it is expected to replace lead acid. At the same time, since the average use of the power lithium-ion battery is 5-8 years, how to get a piece of power in the power lithium-ion battery recycling market and the ladder, becoming the focus of the company.
According to the institutional prediction, the size of the battery recovery will reach around 6.5 billion yuan in 2020, including about 4.1 billion, the scale of the market, and the market size of 2.
4 billion yuan. By 2023, the scale of the market will reach 15 billion yuan, of which the market size of steps is about 5.7 billion yuan, and the renewable use market size is about 9.
3 billion yuan. The layout of lithium-ion batteries According to the data of the Lithium Economic Research Institute (GGII), the new energy vehicle production reached 994,000, 192,000 in November 2018, and the annual output is expected to reach 1.2 million.
Vehicle, achieving more than 45% increase. He Zhaohui said in this analysis: "The new energy car subsidies have been relatively large in recent years, so the factory expansion power is enhanced. "Along with new energy car sales, power lithium battery demand opens high growth space.
In order to grasp the new round of market opportunities, many listed companies accelerate the layout of lithium-ion battery, including domestic old lead-acid batteries such as camels, Tianneng, and Swallows. According to the information, Camel Group Co., Ltd.
(hereinafter referred to as "Camel Shares", 601311.sh) is an important company engaged in research and development, production, sales and recycling of lead-acid batteries. In May 2018, the company established the Camel Group Wuhan New Energy Technology Ltd.
, realize the independent operation of new energy service sections. The company currently has a lithium-ion battery automation production line with a production of 2 billion WH. Existing products include monomer lithium-ion batteries (battery cells) and power lithium-ion battery pack products, mainly based on ternary and iron lithium product types.
It is worth noting that while lead-acid companies have stepped up the layout of lithium-ion batteries and new energy industries, the recycling of new energy automobile power storage batteries is an urgent issue. According to the forecast of my country's Automotive Technology Research Center, combined with car scrap years, power lithium-ion battery life, etc. Battery annual report or size of 350,000 tons.
He Zhaohui believes that: "In 2014, the electric vehicle began to scale, the use of the dynamic lithium-ion battery is generally 5-8 years. A considerable part of the battery faces the elimination of critical points, which means that the powerful lithium-ion battery will be able to enter a large-scale report from this bright future. "In this context, camel shares began active planning and layout construction of dynamic lithium-ion battery ladder and regeneration industrial park.
On March 9, 2018, the Camel Shares announced that it has reached an agreement with the company's investment and construction of the company in Guocheng County, the company's investment and construction of the company. The total investment is expected to reach 5 billion yuan. After all of the projects, the ability of the annual recovery treatment of about 300,000 tons of waste dynamic lithium-ion batteries and corresponding positive electrode material production power was formed in 2025, and the annual output value was about 7.
5 billion. Camel Shares, the project jointly constitutes a cycle of the lithium-ion battery industry, which is conducive to the Circance Economic Model of "Battery Production - Sales - Recycling - Regeneration - Production Reuse". On the other hand, the renewable lead production is rapidly developed, and the development of the industry has gradually expanded.
Taking the Camel Shares, it was previously expressed in the Shanghai E-interactive. The company's lead recovery plate in the first three quarters of the company realizes 118,800 tons of waste batteries, which rose 212.65% from the same period last year.
On June 8, 2018, the Camel Shares announced that the company in the next 3 years invests 1.5 billion yuan to expand production in the regenerative lead sector, is important to add 3 production bases, and upgrade the original production base. Annual treatment waste battery capacity of no less than 1 million tons.
"The strategic direction of the company's development is to focus on the 'lead-acid battery circulation industry chain and' lithium ion battery circulation industry chain 'two closed loop layouts and business. "Camel Shares" said that the 21st century economic report reporter said that in terms of the "lead-acid battery circulation industry chain", the camel shares clamped the layout of regenerative lead. Inadvertently, Nandu Power Supply In 2018, after the exposure of the lead platform expansion, the output also reached 1.
2 million tons, and the profitability was promoted. According to the third quarter of 2018, the company achieved operating income of 6.589 billion yuan, up 3.
7% year-on-year, and the net profit of returning is 4.34 billion yuan, up 18.35% year-on-year.
His subsidiary China Platin Technology "Waste Battery High Efficient Green Treatment and Comprehensive Rehabilitation Renewal Demonstration Project" has completed construction, the total processing capacity of waste batteries will reach 1.2 million tons. Liu Wei, deputy secretary general of my country's Nonferrous Metal Industry Association Reproduction Metal Branch, said in the 2017 Colorful Metal Industry Green Development Seminar, my country's regenerative lead accounts for 40% of lead production, compared with 100% of the United States, the market potential is large.
However, according to the current planning production, by 2020, the industry will face serious excess. On the one hand, the policies including environmental protection will be issued, which will force industrial structure optimization; on the other hand, the regeneration lead industry is also welcoming a rapid expansion of the output, excess risk needs to be vigilant. It is worth noting that in 2015, the country has introduced the "Technical Guide for Recycled Lead Smelting Pollution Prevention and Control", "Regenerated Lead Industry Standard Conditions", "Producer Responsibility Extension System", and improve the regeneration lead industry, "Three No" regenerated lead companies have also become more difficult, some small and medium smelting plants are forced to shut down, more illegal recycling, dismantling, and smelting manufacturers have filed a public prosecution with pollution environment.
As of the end of 2017, the total output of illegal smelting countries is no longer half of 2015. In this regard, He Zhuhui told the 21st century economic report: "With the increase in environmental review, the fact that 'is wins' practice is difficult, the future regeneration lead and the battery industry will realize the development of extensive development Transform. The battery production company implements environmental responsibility while accelerating the driving of the dynamic lithium-ion battery steps, and gradually realizing the rails of commercialization.
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