Analysis of the Features and Opportunity Analysis of Dynamic Lithium Battery Recycling Market

　　Author ：Iflowpower – Portable Power Station Supplier

Ministry of Industry and Information Technology, Ministry of Science and Technology, Ecological Environment, Ministry of Transport, Ministry of Commerce, Market Supervision, Energy Bureau, related to the pilot work of new energy vehicle power storage batteries (Industry and Information Technology Interpol [2018] No. 134 ) Announcement, marking my country's power lithium-ion battery recycling market construction enters the introduction period. This article explores its characteristics and opportunities to analyze, and common reference.

I. Power battery "Recycling" and "Recycling Regeneration" are two different conceptual power battery recycling is a step application of power lithium-ion battery. The current comparative authority is that power lithium-ion batteries are falsely charged to 80%, for new energy vehicles, the power lithium-ion battery must be retired.

Its basically means that the new energy vehicle dynamic lithium-ion battery requirements is relatively high. That is, from the new energy car to the power lithium-ion battery, not a scrapped battery, but can be used in other fields, for example, can be used to the communication base station and other power supplies, etc. Recycling, ie the power lithium ion battery is still in the user link, but the user's field is changed to another; and the recovery is a waste battery, that is, the power lithium ion battery is returned to the power lithium ion battery production company.

Ministry of Industry and Information Technology Co., Ltd. is only limited to the field of "new energy vehicle power storage battery recovery", but the document has been included in the field of recycling, but the current focus is at the recycling level.

Second, the basic nature of the import period, UNIT II [2018] No. 134 is taken by the Ministry of Industry and Information Technology, participated in the Ministry of Science and Technology, Ecological Environment, Ministry of Transport, Ministry of Commerce, Market Supervision, Energy Administration, etc. Level unit.

According to the functional division of the State Council, it can basically explain the recycling utilization of the power lithium-ion battery. There are the following nature: 1 The Ministry of Industry and Information Technology is the supervisor of the competent dynamic lithium-ion battery production unit, the power lithium-ion battery recycling, sold to other users, Naturally, there is a product quality problem, it is necessary to ensure that the dynamic lithium-ion battery of the ladder is qualified; 2 The Ministry of Science and Technology is involved, indicating that the power lithium-ion battery ladder is still a task of some scientific and technological research, not a simple product in different fields. The transfer between users; 3 The Ecological Environment Department is involved, indicating that the dynamic lithium-ion battery step utilization is related to environmental protection; 4 The Ministry of Transport is involved, indicating that the dynamic lithium-ion battery ladder is utilized, requiring new energy vehicles The operating unit must actively participate in the construction of this market; 5 The Ministry of Commerce is the construction of the competent market.

The battery ladder is implemented using market transactions. It is not to be implemented in administrative orders; 6 Market Supervision is the supervisor market order. The battery ladder is implemented using market trading, naturally there is a regulatory issue of market trading order; 7 Energy Administration is to manage national energy layout and planning, indicating that battery ladder use is also part of the energy layout and planning.

Remind: State Treasury and State Administration of Taxation have not participated. This indicates that the battery ladder is used, and there will be no financial subsidies according to the transaction, and it is impossible to have a tax-free special type policy. Third, the market border of the import period is based on the spirit of the Ministry of Industry and Information Technology.

"Research, determination of the Beijing-Tianjin-Hebei Region, Shanxi Province, Shanghai, Jiangsu Province, Zhejiang, Anhui Province, Jiangxi Province, Henan Province, Hubei Province, Hunan, Guangdong Province, Guangxi Zhuang Autonomous Region, Sichuan, Gansu Province, Qinghai Province, Ningbo City, Xiamen City and my country Tower Co., Ltd. is a pilot area and company.

"1 Some provinces and cities participate, not national; 2 Ningbo City is the prefecture-level city in Zhejiang Province, Xiamen is a prefecture-level city in Fujian Province, is a representative of urban cities; 3 my country Tower Shares The company is the central enterprise of the Ministry of Industry and Information Technology, which serves the company's telecommunications, mobile, and Unicom. It is the key company for this powered lithium-ion battery ladder utilization. 4 The pilot work has no clear end deadline; 5 other non-pilot regions should also combine local actual situation, and study as soon as possible to propose specific implementation methods in the region, and will implement seven departments such as the Ministry of Industry and Information Technology.

Fourth, my country Tower Co., Ltd. (non-listed), headquarters in Beijing, is a civil engineering construction industry, its business scope: Tower construction, maintenance, operation; base station computer room, power supply, air conditioning facilities and Maintenance of construction, maintenance, operation and base station equipment.

my country Tower Co., Ltd. has its own branch in every province (city) throughout the country, serving local three major communication operators.

Ministry of Industry and Information Technology, INTF, Wen, 134, for its basic requirements, "my country Tie Tower Co., Ltd. should be organized and coordinated according to the requirements of the pilot implementation method, task, etc.

,". Strengthening the docking cooperation with the pilot area, playing its own advantages, strengthening innovation in the ladder using commercial model, key technology research and development, standard normative research and information platform construction. "From the document, my country Tail Tower Co.

, Ltd. has entered the status and use of the import of the market in the recycling market of dynamic lithium-ion batteries. 1 Implementation of major project construction guarantees (major project construction?) 2 Strengthening doctrine cooperation with pilot regions (joint cooperation (conditions for docking cooperation?) 3 Business model construction, key technology R & D, standard normative research and information platform construction Strengthen innovation.

At present, my country Tower Co., Ltd. base station computer room, power supply, air conditioning supporting facilities and indoor distribution system spare power supply substantially lead-acid battery.

And new energy vehicle power lithium-ion batteries are lithium ion batteries. The author understands the so-called "major project" means that "lead-acid battery" is replaced with "new energy power lithium-ion battery" project, which is still using end users to pull the market. V.

VIII's Opportunity Analysis 1 New Energy Motor User Unit, such as bus company electric vehicles, power lithium-ion batteries attenuated, while other power devices are still better, old batteries have this document support, power lithium ion battery retirement It is possible to operate, and the interests are guaranteed; 2 Under the guidance of the local government authorities, the vehicle company implements the producer's responsibility extension system, establishing a recycling service outlet, and give full play to the existing after-sales service channel advantage, it can land, By establishing a recycling contract with the user, it can stabilize the customer resources; 3 battery production, scrapped car recycling and dismantling and comprehensive utilization company, the construction of a national residential recycling system can be fully built; 4 companies have Many difficulties and confusements of "power storage battery recycling" can basically be cracked; 5 power lithium-ion battery manufacturers turn transition upgrade tasks more serious, more urgent. my country Tie Tower Co., Ltd.

subsequent new projects must not use lead-acid batteries, and must use new energy vehicles to retire the lithium-ion battery. This is the regulations of the policy. 6 Ministry of Industry and Information Technology [2018] No.

134 requirements "moderate control dismantling and ladder use company size, strict control of renewable use of companies (especially wet smelting). Means that the requirements for the recycling of power storage batteries will be higher and higher.