Author ：Iflowpower – Portable Power Station Supplier
In the evening of November 12, Guanghua Technology (002741, SZ) announced that the notice said that the Beiqi Group has signed the "Strategic Cooperation Framework Agreement on Retired Power Lithium Ion Battery Recycling", and both parties will be retired. Dynamic lithium-ion battery ladder utilization and waste battery recovery system, etc. The "Daily Economic News" reporter noted that in February this year, the seven committees of the transcripts and use management methods, which specially proposed that the automotive production company undertakes the main responsibility of the power storage battery recycling.
Some insiders told reporters that the relevant technical system of the current dynamic lithium-ion battery recycling is not yet mature, requiring car companies to undertake battery recycling work to a large extent, so that car companies seek cooperation is crucial. Invested in Guanghua Science and Technology, according to the notice, the strategic framework agreement imported the status of the dynamic lithium-ion battery in the Pearl River Delta, Huanghua Power Lithium-Ion Battery Ladder Utilization and Resources Project, Long Delta Regional Waste Battery Ladder And materials resource processing business, other areas waste battery ladder use and material resource processing business. It is worth mentioning that the agreement mentioned that Guanghua Technology agreed that Beiqi Penglong added its wholly-owned subsidiary Zhuhai Zhongli New Energy Technology Co.
, Ltd. (hereinafter referred to as Zhongli Technology) and Zhuhai Zhongli New Energy Materials Co., Ltd.
(Hereinafter referred to as medium power material), the specific capital form is discussed separately from both parties. "Daily Economic News" reporter learned that Guanghua Technology has carried out the recycling of retired dynamic lithium-ion batteries by Zhongli Technology, Zhongli Materials, and the recycling of retired dynamic lithium-ion batteries. , Zhongli Technology is an important management of battery ladder, and the main material is important for battery material recycling and manufacturing business.
At present, Guanghua Technology has handled a regenerative utilization line of 1,000 tons of scrap-in-one, and in the second half of the year. However, there is no way to mention the model and profit expectations of both partnership projects in the notice. According to this, the current framework agreement only has agreed on the basic content and cooperation principles of both parties, but the specific cooperation projects and cooperation models have an uncertainty.
The cooperation is a financial situation and operation of the company this year. No significant impact. Industry's forecasting 2020 is expected to enter the harvest period according to Evtank research data, 2020 new energy vehicles will exceed 120GWH, more than 210GWh in 2022, where NCM ternary batteries will exceed 70%.
The average service life of the dynamic lithium-ion battery is about 4 years. Then 2014 installed battery will usher in the elimination tide after 2018. The recovery of my country's theoretical dynamic lithium-ion battery will reach 2.
57 million tons, to 2020. More than 422,000 tons. "Daily Economic News" reporter learned that the current power lithium-ion battery recycling project is important to recycle dismantling and ladder use two processing methods.
Wu Hui, the Ivene Institute of Economics, pointed out that the three-dimensional lithium-ion battery is due to a rare metal such as nickel-cobalt manganese, and the lithium, cobalt, nickel, manganese, copper, aluminum, graphite are extracted by dismantling. Materials such as diaphragm, theoretically realize the economic benefits of approximately 429 million yuan per ton (this data change with metal prices), thereby enabling it to make economic feasibility. The lithium iron phosphate ion battery can only achieve economic benefits of approximately 0.
93 million per ton through scrapped dismantling, and it is difficult to cover its recovery cost, so the lithium iron ion battery is more suitable for the ladder. The reporter noted that there is not only Beiqi, and many car companies in the world are in the field of power lithium-ion battery recycling. At the end of October, Audi announced the first phase of the UMICORE (Qimeo) company completed the research cooperation of the dynamic lithium-ion battery recovery strategy.
Previously, many Japanese car companies such as Toyota, Nissan announced the joint launch of the recycling of electric vehicle retired lithium-ion batteries. However, there are also industry insiders that there are still many difficulties in cooperation between the vehicle companies to carry out the recycling of the power lithium-ion battery, even if the product produced by the same battery, may vary in different brands, so Cooperate with battery companies and recycling companies may achieve better results, this is the reason for Beiqi Choice and Guanghua Science and Technology. Wu Hui believes that in a short manner, battery companies and vehicle have a certain advantage in the channels of dynamic lithium-ion battery recovery, but in a long time, it is necessary to build battery recycling channels.
He also predicted that the three years of 2018 to 2020 will be the investment period of the power lithium-ion battery recovery project, and the real profitability of the project will be ushered in 2020.
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