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On October 12, Ningde Times announced the announcement, holding subsidiaries Guangdong Bangpu Circular Technology Co., Ltd. and its holding subsidiaries intended to invest in the construction of Bangu Integrated Battery Materials Industry Park in Yaojiagang Chemical Garden, Yaojiagang, Hubei Province.
Project, total amount of project investment does not exceed RMB 32 billion. Ningde Times This big investment, triggered market hot discussion. This is not the first layout in the Ningde Times in the battery recycling.
As early as 2013, Ningde Times has passed the acquisition of Bangpu loops, involved in battery recycling business; 2018, also reached a strategic cooperation with the SAIC Group, jointly promoting new energy vehicle power lithium-ion battery recycling and re-use. This is not a unique layout of Ningde Times. In the second half of this year, LG Energy, SK Innovation, Samsung SDI, Tesla, Guoxuan High Class, Yiqi Lithium, etc.
What is the reason for the industrial chain company to actively lay the power lithium-ion battery recycling? At the recently held, the 3rd Global New Energy and Smart Automobile Supply Chain, the 3rd Global New Energy and Smart Automobile Supply Chain, China Automobile Data Co. Cobalt, nickel, manganese has more than 90%, and the output of the entire power lithium ion battery will increase in the future, and it is necessary to use the battery's short-term resource. "The upstream of the lithium-ion battery, nickel, cobalt, lithium, etc.
, the precious metal price fluctuations, the exhibition of expectations. As of Octob 8, the price of cobalt in China has risen from less than 240,000 yuan / ton last year to over 380,000 yuan / ton, and nearly 60% increase. The price of lithium raw materials is more amazing.
According to SMM spot average price, as of the end of September, the price of lithium carbonate rose 50% in one month, the price approaches 190,000 yuan / ton, and the price is only 57,000 at the beginning of this year. Yuan / ton, increased by 233%. Increased contradictions in supply and demand, triggering the attention of dynamic lithium-ion battery recovery on the industry chain.
According to the national regulations, the power lithium-ion battery capacity is attenuated below 80% of the rated capacity, it is necessary to face the retirement, which is forced to recover, and the older batch of new energy vehicles is equipped with the power lithium-ion battery is in the retired period. In 2020, my country's dynamic lithium-ion battery retraction is as high as 200,000 tons (about 25GWH). It is expected that the number of retired batteries will increase by more than one million levels after 2025.
Battery recycling will become a new blue sea market. Policy level frequently is a power lithium-ion battery recovery. At the beginning of July, the Development and Reform Commission issued the "14th Five-Year Plan" Circular Economic Development Plan, the plan for the recycling of the dynamic lithium-ion battery, an important guide; August, the Ministry of Industry and Information Technology issued five departments issued "New Energy Automotive Battery" Ladder Utilization Management Measures.
At present, from the perspective of the power lithium ion battery recovery industry, the Ministry of Industry and Information Technology issued two batteries in 2021, with a total of 27 companies, the industry pattern. "We now use ladder use and regenerative utilization to reduce battery costs more than 20%. Bao Wei, General Manager of Jiangsu Huayou Circular Technology Co.
, Ltd., believes that any cost of 10% is very difficult, but can achieve this goal through the efforts of recycled resource cycle sections. my country is the only country that will pay for the batteries worldwide.
It has achieved good value-added uses through wet metallurgy and ladder. "You can see that battery companies and vehicle companies are actively layout battery industry chain, starting from minerals to resource recycling is doing positive layout. Xiao Chengwei, a research firm of the 18th Institute of my country's Electronic Technology Group, said that my country's powered lithium-ion battery companies are actively involved in global competition, layout overseas, whether it is from reducing costs, or from carbon emissions perspective.
(Economic Daily reporter Liu Wei).
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