Dynamic lithium battery recycling company is difficult to profit ladder

　　Author ：Iflowpower – Portable Power Station Supplier

The first batch of power lithium-ion battery recovery has arrived, in 2018 will enter the powerful lithium-ion battery large scale scrap stage. Since this year, major recycling companies accelerate running horses. By binding head cars and battery manufacturers, seizes recycling entrances, and improve market share.

However, from the current situation, the recycling of retired dynamic lithium-ion battery is still in the exploration stage, and most of the recycling companies have little profit, even loss. Recycling manufacturing costs high-profile stacking new battery price decline, making battery traders to become deadlock. The industry believes that the key to breaking the deadlock is reasonable to determine the recovery pricing, the battery design is standardized and modular, and the recycling scene is matched from the design source.

Capital focus on warming capital has detected opportunities for power lithium-ion battery recycling market. "This is the blue sea invested by the powerful lithium-ion battery market.".

"Chen Lin, the investment manager of a investment institution in Guangzhou, said reporter of my country Securities News. As early as in May this year, Chen Lin came to Shenzhen from Guangzhou to Shenzhen, and the heat was taken for more than an hour. An important factor in attracting Chen Lin's participation in the general meeting is battery recycling.

According to the annual report, Greenmei is actively constructing waste battery recycling network, and has successively combined with more than 60 car companies. Chen Lin said that at this shareholders' meeting, Green Mei Chairman Xu Huahua introduced the development of dynamic lithium-ion battery recycling business, including production line construction and the progress of Biyadi and Beiqi strategic cooperation. Although this business profit contributes unclear, profitability is far less than that of the three-yuan precursor production and sales and material recycling, but the question exchange is important to focus on the power lithium-ion battery recycling related business.

The focus of the first-level market on the recycling of the dynamic lithium ion battery is constantly warming. A number of institutions told my country's Securities News reporter. Since last year, invested in the mechanism of the dynamic lithium-ion battery industry chain to pay close attention to the battery recycling market.

However, due to the high technical threshold, the deterministic standard is small, the actual investment is not much. "But battery recycling has become the most concerned direction of investors in the dynamic lithium-ion battery. "Chen Lin said.

Due to the scarce of the standard, there is a highly funded company's estimate of the company's estimate of the industry. Shenzhen is a specialized lithium-ion battery recycling company established in 2015, founder for a dynamic lithium-ion battery company original executive. One of the executives revealed to the reporter that since the end of 2017, the company has risen by about 50%; another company in Beijing, is engaged in the regeneration of the elements after the ladder use, and it has completed A round financing for a year and a half.

Capital competition is first in which tens of millions of market spaces are. Guangfa Securities expects that Double Integral Policy Incentive, 2018 - 2020 Domestic Power Lithium Ion Battery Demand is 51.8GWH, 74.

0GWH and 113.9GWH, respectively. If the lithium phosphate ion battery is all used in the ladder, all of the three-yuan batteries are disassembled, the service life is 4 years, the metal cobalt recovery is 95%, the lithium carbonate recovery is 85%, 2020 battery recycling market space can be reached 10.

7 billion yuan, can be upgraded to 24.5 billion yuan to 2024. More important is the environmental issues behind behind.

"This is not just a business problem, it is a social problem. Fuel cars to new energy cars are from black to green, and do a good job in battery recovery, it is closed green to green, and it is not to go back from green to black. "Xu Huahua said.

Lin Zhongjun, Vice President, Shenzhen Dihai Energy Renewable Technology Co., Ltd., said, "A battery equipped with an electric car, equivalent to about 10,000 mobile phone batteries.

According to the domestic current powerful lithium-ion battery car, the future growth rate is only from the quantity, the dynamic lithium-ion battery recycling task is arduous far more than the consumption battery. "According to the data, although the lithium-powered lithium-ion battery does not contain lead, cadmium and other heavy metals, the electrolyte contains nickel, cobalt, manganese, etc. in addition to lithium, and fluorine-containing organic matter in the electrolyte is also contaminated.

Recycling, dismantling, and processing of heavy metal pollution, organic matter exhaust emissions, etc. Regardless of whether the industry is ready, the first batch of power lithium-ion battery recovery is coming. Guangfa Securities believes that according to the power lithium-ion battery cycle life is 3-8 years, 2018 will enter a large-scale scrap phase of the power lithium-ion battery.

It is estimated that by 2020, the tired retired dynamic lithium-ion battery will reach 2.57 million tons, and the report will double the annual report of 2018 to 2020. The industry is generally believed that the actual decommissioning battery should exceed this number.

Liu Yanlong, secretary general of my country's Chemistry and Physical Power Industry Association, pointed out that on the one hand, it is limited to technical capabilities, and there is no expectation of technical capabilities. On the other hand, on the other hand, the industry is stimulating high-saving in high subsidies. However, the battery is not required, and many small manufacturers have squeezed in, leading to the quality of the dynamic lithium-ion battery, and the cycle life of some batteries is not expected, and some can only use 1-2 years.

"In addition, some batteries that have been scrapped or subtented during the production process have no loading. If you count, you have to add. "Zhao Xiaolong, general manager of the Director of Beijing Saidimei Resources Rehabilitation Research Institute Co.

, Ltd. Binding recycling channels to build a recycling system is a crucial one ring during the recycling of dynamic lithium-ion battery. "Traditional waste lead-acid battery recycling is in small scattered state, mostly lost in informal channels, from scrape, processing, and elements, the entire life cycle is basically uncontrollable.

Power lithium-ion battery recovery cannot repeat the same mistakes, should construct a recycling system from the national strategic level to prevent loss of control pollution. Lin Zhongjun pointed out. Recycling management policy is intensive, reflecting the urgency of establishing a recycling system.

In January 2017, the General Office of the State Council issued the "Producer's Responsibility Extension System", requiring electric vehicles and powered lithium-ion battery manufacturers to establish waste battery recycling networks. In March this year, the seven ministries jointly announced the "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling and Utilization", requiring automobile production companies to undertake the main responsibility of the power battery recycling. This approach will be implemented from August 1 this year.

Relevant policies are about to be implemented, under huge market temptation and must bear the responsibility of the recovery subject responsibility, the vehicle enterprises and the battery factory have launched the battery recycling business, accelerate the race circle and bind the recycling channel. On January 4, Changan, BYD, Yinlong New Energy and other 16 vehicle and battery recycling use large household iron tower companies to solve the problem of recycling and re-use of retired dynamic lithium-ion batteries; March , The SAIC Group has signed a strategic cooperative memorandum of strategic cooperation with Ningde Times, and jointly promotes the recycling of new energy vehicle power lithium-ion batteries. Ningde Times has acquired Bangpu Technology to cut the dynamic lithium-ion battery recycling field in 2013; May 8th, Greenmeal Notice and the Beiqi Group's subsidiary of Beijing Beiqong Dragon, "Strategic Cooperation Framework for Recycling and Utilization of Runtative Lithium Ion Battery Recycling protocol".

"For car companies, battery manufacturers, this move is more responsible for performing recycling main body. However, for recycling companies, strategic cooperation is important to bind channels and seize the recycling entrance. This is a ripple in the recycling of dynamic lithium-ion battery.

"Zhao Xiaoyong said. From the current situation, the battery recycling market is important as a third-party company. Guangfa Securities Analyst believes that third-party companies have rely on leading and controlled recycling channels in cooperation with car companies.

For example, Hunan Bangu and BMW / CATL, Greenmei and BYD, Jiangxi Hao Peng and Beiqi New Energy. "Can you find a better way without cooperation with car companies? By working with car manufacturers, you can return the battery quickly return to the recycling factory. "Xu Huahua emphasizes that cooperative relationships with large-scale car companies ranking, can improve market share in subsequent market competition.

In addition to the car, the recycling company accelerates cooperation with the power lithium-ion battery manufacturers, including Dry Thai, Saidmy's partners with powerful lithium-ion battery manufacturers. Zhao Xiaoyong believes that from the value of the recycling channel, the car enterprises and battery manufacturers have thousands of autumn. "The advantage of the vehicle enterprise is to have a dense 4S shop network, with a relatively complete recycling network.

But the battery in the hands of large battery plants may be more. One of the powered lithium-ion batteries is only about 90% to 92%, and there are many waste batteries in the production process; the second quality insulation is returned to some batteries. Consumers or operators refund the battery of the vehicle enterprise, usually turn back to the battery factory to repair or return.

"Even so, the current recycling system is still insufficient to completely cover the retired power lithium-ion battery. Zhao Xiaoyong believes that the decommissioning battery is better recycling during the warranty period. This part of the battery has a problem, and the vehicle enterprise will replace the battery.

The battery to be repaired back to the battery factory, and the scrapped battery will be handed over to the recycling company. "In addition, there are two channels that are basically uncontrollable. First, after the vehicle is scrapped, the battery may accompany the whole vehicle to flow into the informal channel; the second is the battery of the warranty period but has not been scrapped.

This part of the battery has mastered in the hands of personal consumers or operations, and after quality problems, it is easy to flow into small workshops that do not have recycling qualifications. "The tradder uses a deadlock battery recycling including the ladder use and recycling two processes. The ladder use refers to the reproduction of the dynamic lithium-ion battery retired from the electric vehicle, and is equipped with a small field for energy storage, etc.

Disassembly utilization is to resource the battery, recover metal such as cobalt, lithium. "Ladder use + recycled dismantling" to maximize the value of the power lithium ion battery. "There are currently several large companies with recycling capabilities attempting to recycle, and some are only doing recycling, and there are both combined, but there is no profit, even losing money.

Try to carry out these businesses, one is for the responsibility of the recovery, the second is to pretend in advance. Liu Yanlong pointed out. Lin Zhongjun believes that the recycling profits is too low or even loss, and it is important that the early dynamic lithium-ion battery recovery is not high.

Early production of dynamic lithium-ion battery specifications, models, leading to a variety of batteries from the initial decommission, and a single model battery is difficult to form a scale. "It is difficult to reduce costs through scale production. Some batteries are not allowed to enter the ladder utilization as much as the amount of the number of terminal products can not be used.

"Recycling and dismantling the advantage of the advantage. "The powerful lithium-ion battery currently retired is mostly lithium iron phosphate. Lithium iron phosphate ion battery is low, and there is no profit with traditional wet recovery.

Most companies are reluctant to recycle. "Zhao Xiaoyong pointed out. Reduce power lithium-ion battery recovery costs become the focus of industry.

"The new battery price is getting lower and lower. If the retired battery recovery price is too high, the re-manufacturing cost can't be reduced, the battery and new battery after the ladder are not competitive, the ladder is used or the proposition. "An industry insider pointed out.

The key to breaking the difficulties is the reasonable pricing of retired batteries, standardization and modular battery design. Lin Zhongjun believes that the current recovery pricing mechanism is still not perfect. "The market lacks clear pricing principles.

For example, how long is the battery, which material system, has not established a reasonable pricing section. Overall, the recovery price cannot be too high, otherwise, add a re-manufacturing cost, there is no big application scenario. Lin Zhongjun pointed out that the current re-manufacturing cost of each electricity is about 300-400 yuan.

Take the lead-acid battery applied to the terminal as an example, each (lead-acid battery) sales price is about 600-700 yuan. Push back, the average recovery cost per degree can not exceed 200-300 yuan, it has the value of recycling. Liu Yanlong believes that reasonable pricing needs to have a set of retired battery data analysis systems and evaluation systems.

"After the power lithium-ion battery is retired, the initial capacity is attenuated, the attenuation speed, how many years can you use under different use scenarios, and how many values ​​are carried out in elements, etc. Determine the battery recovery price based on these indicators. "The Rock Investment Partner Chen Haidong believes that reducing the cost of driving lithium-ion battery will also promote the standardization of battery products.

"When product design, battery appearance, input and output voltage and other indicators are carried out in accordance with specifications, the battery is detained into several varieties, which is convenient for subsequent free combination into different modules for ladder use. "" Now there are more than 100 kinds of dynamic lithium-ion batteries, it is best to reduce to ten kinds. The fewer battery models, the higher the automation level, the good product rate is higher, and the ladder is better.

"Zhao Xiaoyong believes. Battery modularization is considered to be a large path to reduce recovery costs. "Battery modularization is more economical.

For example, do not disassemble after the battery is retired, can be used for the ladder by module reorganization. If you want to dismantle the power lithium-ion battery pack into a zero-scattered monomer, the cost is too high. Liu Yanlong pointed out.

Improve the recycling system Chen Haidong believes that the standardization and modularization of the battery is not a single main body to be promoted, to train enterprises, battery manufacturers, recycling companies, and terminal utilization company cooperation. "The battery design and production source begins, it is necessary to use it for rear end. For example, design modularization, detachment can be used directly in energy storage or other fields; battery cells are linked by screws rather than using laser welding.

Although the laser welding is stronger, it is very troublesome when dismantling, "Zhao Xiaomei said," The design of the previous dynamic lithium-ion battery pack has not taken into account, and now you have to start from the source. "" There is already such an initiative, but time. "Zhao Xiaoyong added," asking the car and enterprise battery design modularization is not easy.

Because the change of the automotive design platform is all sent, unless new platform is created, but the cost is very high. "Multi-industry insiders emphasize that in addition to different types of companies, policies are uncomfortable in the process of dynamic lithium-ion battery recovery. Supervision should be involved in the full life cycle of the battery and prevent waste batteries from flowing into informal channels.

Lin Zhongjun pointed out that the retired dynamic lithium-ion battery recycling must be designed from the national strategic level, including battery production, use, scrap, and die, and prevents the effective control of the full life cycle to prevent the battery from out of control in the process of retraction and scrapping. Pollution. "To coding the battery, each link data exchange can be traced back, monitorable.

"Lin Zhongjun said," which can learn which battery factory produced from the battery is produced by the code. Which of the car companies, which consumers, when they are scrapped, and which to enter which recycling company, how to use the ladder, Finally, where is the recycling extraction of price elements. "This has been reflected in the policy level.

On July 3, the Ministry of Industry and Information Technology announced that in order to implement the "Promotion of Producer's Responsibility Extension System" and "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling Management", promote the recycling of power storage batteries, the Ministry of Industry and Information Technology has formulated "Interim Provisions on the Management of Recycling and Utilization of New Energy Automobile Power Battery", from August 1, 2018. Zhao Xiaoyong believes that the recycling management system needs to be further improved. Now the power lithium-ion battery recovers will follow the principle of high prices, who have given prices, no matter whether the recycling party has qualifications and technical capabilities, even cause prices.

Improve the recycling management system to establish a corresponding punishment mechanism, so that end consumers will give the battery to the regular recycling company to prevent battery from flowing into informal channels. "Some unreasonable concepts should be corrected. When the battery has arrived in the life cycle, it is generally generally purchased by the user to pay the retired battery; and the developed countries are exactly the contrary, the user pays the battery to the processor.

"Zhao Xiaoyong pointed out," this should be learned. By paying treatment, it can reduce recovery costs, more resources for environmental investment. ".