Dynamic lithium battery recycling network accelerates the pain of pain behind the business

　　Author ：Iflowpower – Portable Power Station Supplier

With the arrival of a large number of batteries, all localities are accelerating the new model of research and promotion battery recovery. On February 4, the Shanghai Economic and Information Committee announced that Shanghai will promote the construction of battery recycling service network, accelerating the construction of power lithium-ion battery recycling service outlets, basically forming battery recycling networks covering the city. On December 16, 2020, the Ministry of Industry and Information Technology announced the second batch of company in accordance with the "New Energy Automobile Waste Battery Comprehensive Utilization Conditions", Shanghai BYD, Greenmeal (Wuxi, Wuhan), 22 companies in Xiamen Tungsten Selected.

Two years ago, the first batch of battery recycling white lists announced by the Ministry of Industry and Information Technology, two years later, the Ministry of Industry and Information Technology reached the list of battery recycling companies, indicating that the battery recycling window period is quickly turned on. There are currently two ways to use the comprehensive utilization of waste dynamic lithium-ion batteries: one is the tradder utilization, that is, after the necessary detection, classification, split, battery repair or reorganization of waste batteries, re-use, and re-use it. Ladder utilization of low-speed electric vehicles, etc.

According to the professional institution, about 200,000 lithium-ion batteries at the end of 2020, in the face of retirement, by 2025, the scale of the ladder + recycling market is expected to reach 37 billion yuan, and the huge recycling market contains blue sea opportunities. Under the huge market temptation and must bear the responsibility of the recovery subject matter, in recent years, vehicles and battery plants have launched the battery recycling business. But from the current situation, most of the recycling companies have little profit, even loss.

There are markets, technologies, industries, participants, retired batteries "change treasures", still walking hard behind the pain points worthy of attention. During the pain of the channel, the biggest problem in the face is difficult to recycle the recycling channel. According to data, the number of retired batteries that really flow into the first batch of "Specifications" announced less than half of the total quantity.

On January 16, 202, Bao Wei, General Manager of Huayou Cycling, said in attending activities, "Now that the amount of battery that is scrapped in accordance with the official data, it is a total of 200,000 tons of battery scrap in 2020. We believe that the retired battery should be to the leader company, but now it is not that the leading company adds 30% of the retired battery throughout. "Where is the rest of the battery? Is it in some less compliance companies, or to the direction of the civilian product? In fact, many individuals and unsupported companies can sacrifice the environment to reduce technical requirements, with higher prices Recycling the use of waste dynamic lithium-ion batteries, the regulatory authorities have not yet carried out strong supervision of battery recovery links.

It is certain that the retired battery will be brought back to the environment, and these batteries will have a lot of pressure on environmental protection. How to manage this battery, how to guide retired batteries into companies that meet specifications, is a very important direction for future battery recycling industry chains. According to "Standardization Conditions", battery recovery responsibility is a car company, only relying on the after-sales channel of the car enterprise to recycle batteries in this group of C-terminal users, uncontrollable, uneconomical, not easy.

The root cause is that the battery of the battery is owner after selling the battery. In 2020, the "power-saving mode" of the new energy vehicle market has rid of the clouds. The core of this model is separating the car and the battery.

The ownership of the battery belongs to the battery asset management company. The owner no longer has the ownership of the battery. Battery asset management companies can track battery performance by power-saving data systems, master the first hand of the battery.

The battery is no longer scattered in the hands of each car, and the battery property is switched from the C-terminal to the B-terminal, which achieves centralized management, and also establishes a smooth channel for the centralized recycling of the battery. It is conducive to the resolution of the channel for the whole life cycle management of the battery. Standard Pain "Battery Recycling Company wants battery communication protocols and data to accurately determine where this battery can be used, how to use.

This communication protocol and data have only the vehicle factory, the battery recycling company is not. And these data is the core data of the vehicle factory, it is difficult to share. "An expert expert pointed out another pain point for battery recovery.

The refraction behind this "Communication Agreement" is the battery standard problem. Due to the non-uniform battery standard, different models of different automotive manufacturers differ in the dynamic lithium-ion battery structure, modules, battery packages, voltage, capacity, shape, interface, etc., to determine battery reuse for battery recycling companies The way is an obstacle, and it has also added uncertainty of battery recovery costs.

Although the state is accelerating the unity of battery standards, it is difficult to achieve complete unity in a short time in a short period of unity. The fundamental problem brought about by standard is not compatible and high cost. Can you make a problem that the standard innovation improvement is not a problem? By combing past data, in the power-on mode, there is a third-party background in the background of the vehicle factory.

In the third party background, there is a standard for the whole vehicle factory, and you can master a standard and apply a number of host plants. For example, Silicon Valley Paradise is being built, "New Energy Car Change Grid Ecology" Based on Bort Technology Bank Solving Technology, the standard modular battery, which can be applied to passenger cars, commercial vehicles and other models. Based on this power transmission method, all models can be universal, according to the different quantities of the model and the use scenario, such as the passenger car installed 2-4 boxes, logistics vehicles installed 4-8 boxes, bus installation 12-14 boxes 20 boxes of heavy trucks, etc.

Value is fully used, and then the dismantling of the battery pack is recycled, and the maximum confirmation of the recovery value. This is also incorporated by the "New Energy Automobile Power Battery Ladder" in October 10, 2020, "Encouragement" and the process technology and equipment for the use of advanced applicable, the use of advanced applicable technology and equipment. Battery for package (group), module level.

"The industry believes that the powerful lithium-ion battery is really difficult. In the case of many difficulties, the policy is not yet mature, the channel is not unbelful," the power-saving mode "solves the electric car" to buy expensive, use trouble "At the same time, it is also paving for future battery recycling.