Detailed explanation of dynamic lithium-ion battery recycling industry development trends

　　Author ：Iflowpower – Portable Power Station Supplier

1. Alliance cooperation in the downstream of the industry chain will significantly enhance the first is the fusion development of the settles of the battery company. The inevitable direction of the development of cascade companies is the energy storage, and the battery company also uses the energy storage market as a battle, which is the important force of the ladder utilization layout.

With the mutual penetration and restructuring of two types of companies, a batch of battery faucet companies that have a batch of powerful lithium-ion batteries, battery steps, and energy storage services will be formed. Second, the regeneration use of companies will compete with resource materials companies. Regeneration uses companies are actively transforming materials; for resources and materials companies, regeneration use is also a must.

With the mutual penetration and integration of the two types of business categories, a batch of battery materials, recycling, material business, will be formed in the future. The third is that the strategic alliance and cooperation of the downstream of the industry chain will be significantly enhanced. Dynamic lithium-ion battery recovery responsibility mechanism arrangements, and systemic complexity of battery recycling determines that upstream companies have increased cooperation.

For example, the vehicle enterprise is the controller of the end market, and the responsibility main body of battery recycling. Car companies do not have enough network construction capabilities, objective powerful lithium-ion battery processing and recycling company help. Battery companies and materials companies have to share the corresponding recovery responsibility for the downstream to win customers and markets.

The railline utilization company is not to ensure the final regeneration use of the waste battery to obtain trust and cooperation in the car. Therefore, the downstream of the industrial chain should enhance the strategic alliance and cooperation, coexist responsibility and risk, share benefits. From the actual situation, alliance cooperation between industry chain faucets has already opened.

Such as Ningde Times October 2016, October, the maintenance of Bangpu circle, and opened the steps and renewable utilization industrial chain, and greatly improved the right to say the words. Guoxuan High-Tech and Jinchuan Group jointly built battery renewal line through close equity cooperation in August 2017. Beiqi New Energy September 2016 Co.

, Ltd., Zhangzhou Haopeng (in August 2017, it entered the Tungsten Industry of Xiamen), and cooperated with it to build 20,000 tons / year's power lithium-ion battery recycling and three-yuan precursor processing line; Relying on Carton Core Battery Company in June 2016 to perform step-by-step utilization, build a photovoltaic charge power station, open the steps, energy storage and regeneration. Shanshi Co.

, Ltd. and battery company Kaotai New Energy and other September 2016 jointly invests in establishing battery recycling companies, and continues to enhance cooperation to create energy-saving and power saving, photovoltaic power generation and high storage system energy treatment methods. BYD and Greenmei September 2015 Signing Framework Agreement jointly built storage power station and photovoltaic power station demonstration station, etc.

At present, domestic new energy automobile companies have generally lack of powerful lithium-ion battery regions. In the future, with the reflection of the market value, the vehicle enterprises will gradually become a tight leading force in the cooperation of the dynamic lithium-ion battery recovery alliance. 2.

Recycling companies need to participate in the construction of the recycling network to obtain the improvement of the recycling network system of the waste dynamic lithium-ion battery is the basis of the development of the waste power lithium-ion battery recycling industry. Can you obtain a stable source of waste, lithium-ion batteries, and it is also related to the fundamental survival and development of recycling companies. According to the upcoming "Interim Method of New Energy Automobile Power Battery Recycling Management", the state has clear regulations and requirements for the recovery responsibility of all aspects of the use of waste dynamic lithium-ion batteries.

Through sorting, the waste-driven ion battery is subject to the recycling service outlets established by the car enterprise or authorized, handed over to the battery processing company cooperated with the vehicle-enterprise agreement, first is first-step use, and then recycled and recycled Using company recycling disposal. In accordance with such a top-level system, the future steps need to be strategically developed with the powerful lithium-ion battery company and even the integration development, participation in the construction of a vehicle enterprise or authorized recycling network, in order to obtain a stable waste-powered lithium-ion battery source. Regeneration Use the company will take a waste of waste batteries from the steps from the level using the company, so it is not to establish a close strategic partnership with steps to obtain a stable waste battery source.

Therefore, a step will be presented in the future, and the recycling service outlets will be used to build a recycling service outlet. 3. Industrial Environment for the implementation of powerful lithium-ion batteries in state-owned enterprises will be increasingly improved in the recycling market of waste consumption batteries and waste electronic products.

Due to the scattering of the recycling system, the private regeneration resource uses the company to acquire waste resources, and the pen is directly used in cash transactions. And State-owned Enterprises must not only be purchased in accordance with higher fares, but also unable to obtain a stable source of raw materials in accordance with higher fares. This leads to the commercial renewable resource utilization company unable to compete with private enterprises.

This is also a matter of current and enterprises such as Bangp, Greenmei, etc. In addition, many people enterprises have not reached the standard, the processing cost is lower, and formal state-owned enterprises are basically unable to survive in such markets. However, the recycling of the dynamic lithium-ion battery will be implemented in the future, and the above phenomenon is expected to be greatly changed.

A new era country vigorously promotes green development, environmental supervision, supervision and rectification, unprecedented, environmentally friendly companies, difficult to survive. Two follows with the implementation of the processor's responsibility extension system and the operation of the dynamic lithium-ion battery traceability and monitoring system, the difficulty of selling waste tax evasive tax will significantly increase, the possibility of waste-powered lithium-ion batteries flow into illegal channels will also be significant Reduce, the non-billing advantages of private recycling companies will gradually lose. On the other hand, in order to promote the development of electric vehicles, many state-owned bus groups, taxi companies and other special vehicle units will take the lead in using electric companies.

These units will be a tight production unit of retired dynamic lithium-ion batteries during a period of time. They are more willing to give retired cars and batteries to state-owned background companies for recycling. 4.

Currently, the timing of layout dynamic lithium-ion battery recycling is currently still in front of the power lithium-ion battery. Most of the industry's company is in the pre-layout stage. The regeneration utilization of the dynamic lithium-ion battery is not yet scale, many The company has not yet achieved profit.

Leading companies and company alliances for waste dynamic lithium-ion battery recycling are not really forming. Therefore, if you want to carry out related layouts, you will also be a more ideal time window before the end of 2018. Waste dynamic lithium-ion battery regeneration and utilization (unit: 10,000 tons) The current power lithium-ion battery recycling policy access threshold is relatively low, the country only requires the company to reach the company to achieve "new energy vehicle waste power storage battery comprehensive utilization industry Standardized Conditions "Relevant requirements and declared the specifications of the specification, in line with the necessary safety environmental standards (many provinces also refer to the crisis management, requiring dangerous waste).

But the future country will gradually improve industry access standards. At the same time, relevant state departments are studying the implementation of license management (expected to be 2020), moderate control of the company's number. Therefore, the relevant layout should be done in the past few days later in the end of 2019 to take the initiative.

5. The risks and renewal of power lithium ion battery recycling are risks and renewal of lithium ion battery recycling as a new industry that is still in the introduction, but it also has a big risk, but it is important to have a big risk. Uncertainty in the process of architecture.

Although the national environmental supervision is unprecedented, policies and regulations have clear regulations, but the construction of the recycling network system should invest more investment, the construction is also large, whether it can quickly improve the uncertainty. This may result in a reduction in waste-driven lithium-ion batteries that flow into regular channels, and lead to lack of waste batteries available in the initial regular state-owned enterprises. Second, the uncertainty of industry standardization development processes.

If the construction of the powerful lithium-ion battery is not in place, the difficulty of the tax evasion of the waste-waste unit will not be significantly improved, and the private enterprises will continue to have the advantages of non-billing; at the same time, if the national environmental supervision is relaxed, environmental protection is not up to standard. The company will still occupy cost advantages. These may lead to lack of competitiveness in the initial state-owned enterprises.

Third, the uncertainty of the value of battery regeneration. If the lithium ion battery in terms of three-dimensional positive electrode will gradually be replaced by a new architecture (such as a lithium sulfur battery, fuel power lithium battery, etc.), the value of the dynamic lithium ion battery reproduction can be significantly reduced (the value of step utilization is not affected) ), But when the regeneration uses the company may rely on policy or market subsidy mechanisms to maintain normal operation, and there is a big uncertainty in relevant subsidies.

In the future, the demand for power storage batteries is further released, and the size of the powerful lithium-ion battery recovery market is large, and the industry prospect is broad.