Dynamic lithium-ion battery recycling

　　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 new battery prices have declined, making the battery ladder to become a 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.

Binding recycling channels construction recycling system is the power lithium-ion battery recovery process to close. "Traditional waste lead-acid battery recovery is in small scattered state, most of which are lost in informal channels, from scrambling, solving, and elements are basically uncontrollable. Power lithium-ion battery recovery cannot repeat the same mistakes, should construct a recycling system from the national strategic level, and there is pollution in alert.

Lin Zhongjun pointed out. Recycling management policy is intensive, reflecting the emergency cutting of the establishment of the recycling system. In January 2017, the General Office of the State Council issued the "Measures for the Implementation of the Processor Responsibility Extension System", requiring electric vehicles and power lithium-ion battery processing companies to establish waste battery recycling network.

In this year, the seven ministers jointly announced the "Interim Method of New Energy Automobile Power Battery Recycling Management", requiring auto processing companies to undertake the main responsibility of the power storage battery recycling. This method will be implemented from August 1 this year. Relevant policies are about to be implemented, under huge market temptation and non-assumed recovery subject responsibility double use, car enterprises and battery plants have launched battery recycling business, accelerate running horses and bind the recycling channels.

On January 4, Changan, BYD, Yinlong New Energy and other 16 vehicle and battery recycling use large household iron tower companies to address the recycling 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 been acquired in 2013 to cut into the category of dynamic lithium-ion batteries; May 8th, Greenmeal Notice and Beiqi Group's subsidiary of Beijing Beiqi Dragon, "Strategic Cooperation Framework for Recycling and Utilization of Runtative Lithium Ion Battery" protocol". "For car companies, battery manufacturers, this move is more responsible for performing recycling main body.

However, for the recycling company, strategic cooperation is in the binding channel, seizes recycling entrance. This is a ripple of powerful lithium-ion battery recovery. "Zhao Xiaoyong said.

From the current situation, the battery recycling market is important as the third party company. There is a breakdown that the third-party company is among the leading positions to cooperate with car companies to control the recycling channel. 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 car enterprise is that there is a dense 4S shop network, with a 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% -92%, and there are many waste batteries in the processing process; the second mass 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 overturn 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 operators, and it is easy to flow into small workshops that do not have recycling solving qualifications.

"The tradder uses a deadlock battery recycling including the ladder use and recycling two processes. The ladder utilization refers to the reciprocating screen from the power lithium-ion battery retired from the electric vehicle, and is equipped with a lower category of battery performance after grouping. Disassembly utilization is resolved by battery, recovering cobalt, lithium and other metals.

"Ladder utilization + recovery dismantling" can make 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 profit is too low or even loss, it is tightly in the early dynamic lithium-ion battery recovery value is not high. Early processing of power 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 processing. 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 is too high, the re-manufacturing cost can't be reduced, the battery and new battery after the trail 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 more ways to use the scene. Lin Zhongjun pointed out that the current re-manufacturing cost of each electricity is about 300-400 yuan. Take the lead-acid battery used to the terminal as an example, each (lead-acid battery) sales price is about 600-700 yuan.

Inverted back, the recovery cost of the uniformity of each time cannot exceed 200-300 yuan, and it has the value of recycling. Liu Yanlong believes that reasonable pricing needs to have a set of retired battery data decomposition 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.

"" There are more than 100 kinds of power 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 remove 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. "Battery design and processing origin begin to prepare for the backend. For example, design modularization, unpacking can be used for energy storage or other category; battery cells are linked by screws, rather than using laser welding.

Although laser welding is more firm, it is very troublesome when dismantling, "Zhao Xiaomei said," The design of the long-term lithium-ion battery pack does not take into account the rear end recycling, and now starts 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 the retaining battery flows into the informal channel.

Lin Zhongjun pointed out that the retired dynamic lithium-ion battery recycling must be designed from the national strategic level, including battery processing, use, scrap, demise for full life cycle effective management, and the alert battery is out of control in the process of ladder use and scrapping resolution. "To coding the battery, each link data exchange can be traced back, monitorable. "Lin Zhongjun said," Which battery factory is processed by code, which is sold, which kind of car company, which consumers, when they are scrapped, how to recycle companies, how to Trader use, where is the final price element recycling.

"This has been reflected in the policy level. On the third day of July, the Ministry of Industry and Information Technology announced that the implementation of the "Processing Operations Extension System" and "Interim Method for Recycling Management of New Energy Automobile Power Battery Recycling", promoting power storage battery recycling, the Ministry of Industry and Information Technology "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.

Nowadays, there are many principles that follow the prices of high prices. Whoever out is high, no matter whether the recycling party has solving qualifications and technical capabilities, even causing 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, and the batteries flow into the informal channel.

"Some unreasonable concepts should correct. When the battery has arrived in the life cycle, it is generally generally the resolve to pay the retired battery to the user; and the developed countries are exactly the contrary, the user pays the battery to Solutions. "Zhao Xiaoyong pointed out," we should learn this.

Reduce recycling costs by paying resolution, more resources are used for environmental investment. "Capital focus on warming capital has been spotted with power lithium-ion battery recycling market hidden opportunities. "This is the blue sea invested by the powerful lithium-ion battery market.

". "Chen Lin, an investment manager of a investment institution in Guangzhou. 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 aiming factor in attracting Chen Lin's participation in the general meeting is battery recycling. The annual report shows that Greenmei is actively constructing waste battery recycling network, and has signed a dynamic lithium-ion battery recycling solution with more than 60 car companies. Chen Lin said that at this shareholders' meeting, Green Mei Chairman Xuhua Xuhua analyzes the development of dynamic lithium-ion battery recycling business, including production line construction and the progress of Biyadi, Beiqi strategic cooperation.

Although this business profit contributes unclear, profitability is far less than that of the three-yuan precursor processing sales and material recycling, but the exchange of exchanges is closely related to the powerful 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 reporters that since last year, the institutions in which the dynamic lithium-ion battery industry chain has been investing in paying 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' most popular. "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. Decomposition is expected to incentive, 2018-12020 Domestic power lithium-ion battery demand is 51.8GWh, 74.

0GWH and 113.9GWH, respectively. If the phosphate ion battery is all used in the ladder, all the three-yuan battery is 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. What is more important is the environmental problem involved 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 dynamic lithium-ion battery car, the increase in future growth, only from the quantity, the powerful lithium-ion battery recycling task is 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 solving problems such as heavy metal pollution, organic matter exhaust emissions. Regardless of the industry is not prepared, the first batch of power lithium-ion battery recovery has arrived. Decomposed people believe that according to the power lithium-ion battery cycle life is 3-8 years, 2018 will enter the massive 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 processing are not loaded. If you count, you have to add. "Zhao Xiaolong, general manager of the Director of Beijing Saidimei Resources Rehabilitation Research Institute Co.

, Ltd.