Dynamic lithium battery recycling or welcoming the peak period, Green Mei and other companies have prospects related industries

　　Author ：Iflowpower – Portable Power Station Supplier

As one of the practitioners of global environmental protection, the launch of new energy vehicles, the fundamental guarantee is supplied to the emissions and ecological environmental protection and sustainable development of greenhouse gases. The power source of new energy vehicles is in terms of battery, in the world's sales and new energy vehicles, the battery is currently a more mature power solution, and is also the first choice for most car companies. With the scale of new energy vehicles in the domestic market, the power lithium-ion battery is special "consumables", after the use period is 5-18 years, is it safe and efficient, and efficient recycling is the top priority.

In this year's government work report, it is clear that it is necessary to increase the construction of charging piles, power saving stations and other facilities, accelerate the construction of power lithium-ion battery recycling system. Dynamic lithium-ion battery recycling as a clear point of the policy hotspot and concern focus, highlighting the full chain construction and end treatment of new energy industry chains through this government work report. Forward-looking layout, grasp the first machine in 2013, my country's new energy cars get a large-scale promotion application, and enters the explosive rise in 2014.

According to the life life of the power lithium ion battery 5 to 8 years, the current domestic power lithium-ion battery has entered the peak period of time. According to my country's automobile technology research center and CCID library data, my country's new energy vehicle insurance has reached 4.92 million, and the pilot lithium-ion battery of the accumulated retirement has 200,000 tons (about 25GWH).

According to estimates, in 2025 my country is going to recycle The waste battery capacity will reach 137.4GWH, 5 times more than 2020. In the foreseeable future, power lithium-ion battery recycling and reuse or will stand in the air.

Dynamic lithium-ion battery recycles has a double value, although it is the ultimate end of the industrial chain, but it is actually the source of the industrial chain. Different from the recovery of ordinary items, the heavy metal contained in the dynamic lithium-ion battery will cause severe challenges for the ecological environment if the recovery is improperly treated. From an economic point of view, materials such as recycled nickel, cobalt, manganese (power lithium ion battery positive electrode material) and other materials are extremely high.

In the list of "Compliance Conditional Conditions for New Energy Automobile Waste Battery Comprehensive Utilization", there are currently more than 20 companies in accordance with the conditions and publicity, including the three subsidiaries of Greenmei, become a lading in this area in this area One of the larger companies. "Radising Welfare" seems to be seen as a gene of Greenmei. Greenmei, who started from home appliances, e-waste recovered, seems to have made recovery, and early 2015, in 2015, the landing of the battery recycled related industries.

According to public information, 2019 Green Mei's annual electronic waste annual dismantling amount is nearly 6 million / set, and the amount of handle has been greatly improved. The company's recycled resource sector achieves gross profit of 30,3616,300 yuan, up 28.72% year-on-year.

However, it may be sloped by the strategic development of Greenmei itself. In October 2020, its company announced that the company's Jiangxi Greenmei Resources Circuit Co., Ltd.

was introduced into the fareout stock (Greenmei Group is still a controlling shareholder), and it is planned to recycle electronic waste recycling Sector split listing. It can be seen that Greenmei will focus on the related plate businesses around the power lithium-ion battery. According to recent Greenmei announced in the first quarter, the performance forecast is shown in the year, the profit increased year-on-year: 120% -170%, three-dollar precursor and tetraned cobalt becomes the largest business contribution plate.

In addition to continuing to continue farming battery materials, the power lithium-ion battery recovery may be one of the main business of Greenmei, which will form a dynamic lithium-ion battery material from "production" to "sales" to "recycle + production". Circular industry chain mode. According to public data, in the battery recovery plate, Greenmei has now created "waste battery recycling - raw material reconstruction - material recycling - battery pack re-manufacturing - closed - regenerated" full life cycle cycle chain, accumulated recycling of waste power lithium ion batteries Tens of 10,000 tons, realize waste batteries to become treasure, circular utilization.

Ren Zhongyuan, shoulder the mission Current my country's power lithium-ion battery recycling market is still in the early days, the dynamic lithium-ion battery recycling system is constantly improving, representative super large lead companies have not triggered. Currently, competitors in the relevant market have such large companies such as Greenmei, BYD, and some "new faces" have entered the game, but the competition in the field of power lithium-ion battery recycling is the most practical and economic benefits of global environmental protection. Chasing.

In the field of battery recycling, Although Green Mei is a private company, it is also possible to contribute to related industries. In order to ensure that the owner can return to the retired dynamic lithium-ion battery, ensure that the flow of formal treatment plants, Greenmei takes the first-level terminal recycling, second-level recycling storage, three-level dismantling and step utilization, four-level regeneration The national recycling network system of the Gou River, continuously constructs the retired dynamic lithium-ion battery recycling channel from "capillary" to "main dry end", in large and medium-sized cities in the national new energy vehicle, through the car enterprise , Battery factory, logistics provider and other partners build sharing collection, concentrated power lithium-ion battery recovery network, has exceeded 100. In terms of technology, Greenmeal has put into research and development costs of more than 300 million yuan, actively conduct innovative research and development and industrial practice to solve the pain points of industry equipment and technology.

He has undertaken national key research and development plan "Products Full Life Cycle Recognition Traceability System and Performance Evaluation Technology", "Retired Power Battery Recycling System Integrated Application Solution Supply Supplier", equipment and core technology recovered in power lithium-ion batteries The field acquisition of related core patents apply more than 320, authorized for more than 200 items, leading, nearly 60 countries, industry and group standards. According to disclosure, Greenmeal has been signed with more than 280 automotive factories in the world, and establishes the relationship between the orientation of waste batteries. It has successfully realized the market strategy of "50% of the signing of the contract, 30% of the recovery".

In terms of industrial layout, the "2 + N" power lithium-ion battery recycling system is laid out in the new energy car of Beijing, the Yangtze River Delta, Pearl River Delta, Central, China, which "2" refers to Greenmei (Jingmen) and Greenmei (Wuxi) Two major dynamic lithium-ion battery integrated utilization centers. The comprehensive utilization of Huazhong Power Lithium Ion Battery is the main body of Greenmei Gate Park, facing the Yangtze River Triangle Wuxi Park as the main body, linking Green Mei Yuyao and Greenmei Taixing Park, building a comprehensive utilization of Huadong dynamic lithium-ion batteries. "N" refers to Wuhan, Tianjin, Shenzhen, Jiangxi, Henan, etc.

The recycling of the dynamic lithium-ion battery has certain complexity, and the relevant companies also have high technical requirements, and the entry threshold is not low. From the perspective of policy, since 2018, my country has introduced a series of management policies for the recycling of dynamic lithium-ion batteries. "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling Management" and "New Energy Automobile Power Battery Recycling Traceability Management Regulations "The two core policies have been implemented successively, driving the continuous improvement of the dynamic lithium-ion battery recovery system in my country.

Ecological environmental protection and economic benefits Maximize power lithium-ion battery recycling company, should shoulder more responsibility and responsibility, should be facing the development and competition of the industry with mission!.