Investment direction analysis of dynamic lithium battery recovery

　　Author ：Iflowpower – Portable Power Station Supplier

In February 2018, the state's standard size, coding, and residual detection such as dynamic lithium-ion batteries has been standardized to promote recycling. The main use of the power lithium-ion battery traceability management platform in August 2018 further accelerated the recycling footsteps. At present, Beijing, Tianjin, Hebei, Shanxi, Shanghai, Jiangsu, Zhejiang, Anhui, Jiangxi, Henan, Hubei, Hunan, Guangdong, Guangxi, Sichuan, Gansu, Qinghai and other provinces and my country Tie Tower Co.

, Ltd. Pilot, fully launch the market-wide recycling of waste power storage batteries. The list of the first batch of powerful lithium-ion battery pilot company announced by the Ministry of Industry and Information Technology, promoted the standardized recycling of dynamic lithium-ion batteries from the central to local.

It is not difficult to find out from the table below that these power lithium-ion batteries are important battery materials suppliers for new energy vehicles, and their professional equipment and talents have the ability to process waste battery materials. In 2018, the dynamic lithium-ion battery recovery is re-use in the first year. With the continuous rise in the amount of power of the power lithium ion battery, the battery recovery is likely to meet the market share of 10 billion dollars in the next decade.

At present, the direction of the dynamic lithium-ion battery is important is the ladder utilization and dismantling. Based on the current metal recovery price and technical conditions, the ladder is used in the ladder after the phosphate ion battery recovery and the three-yuan battery recovery will be reported. untie.

New energy car sales have also brought great challenges for the industry, such as the problem of dynamic lithium-ion battery recovery, how to deal with the problem after recycling, and whether economic analysis during processing can promote capital investment Wait. The recycling of the dynamic lithium-ion battery is currently facing three important issues. The first is that the battery is not uniform, which has led to the broadness of the battery products, which in turn has caused difficult to judge the working condition of the waste battery, an increase of dismantling recycling.

Difficulty. This piece I believe that the size of the battery's outer casing is relatively easy, but in the era of innovation in our country, the structure of the battery, the standardization of materials will contain the company's competition, which is contrary to innovation, so internal standardization in the future It is difficult to unify. The second is the problem of qualification, and the recycling process of the power lithium-ion battery must be handed over to the professional qualified battery recycling factory.

This is because the dynamic lithium-ion battery of the retired, if the treatment is very likely to cause environmental pollution and explosion. At present, the country has already approved the first batch of battery recovery qualifications. In the future, this will have more qualifications, but the first consideration is the company's professional level of battery processing, if it can be based on environmental protection It is better to do economics.

The third is the economic problem of battery processing. Although many companies have begun to get involved in this business, but there is no large-scale processed reasons, such as the lithium iron phosphate ion battery extensive application in commercial vehicles, income recycling The cost of lithium iron phosphate ion battery is around 8,500, and the price of regenerated materials is only 8100, and the loss is 400 yuan. With the development of technology, this will have a breakthrough in technology.

At present, some companies have begun to carry out the repair of positive and negative materials, and achieve breakthroughs and have good economics. The status quo and development direction of dynamic lithium-ion battery recovery first relates to the recycling of the power lithium ion battery, which involves the problem of who dominates recycling and how to recover. In fact, only the vehicle factory controls consumers' power lithium-ion batteries, but can the entire vehicle factory receive the battery back to the battery through its after-sales network is a huge challenge, or say that the battery will be collected from the consumer.

It may be difficult than subsequent processing, this means that the company will make the battery to be recovered in the future. The policy is clearly stipulated that "automobile production company should establish a dynamic lithium-ion battery recycling channel, responsible for recovering the use of new energy vehicles and after retirement, and encouraging automobile production companies, battery production companies, scrapped car recycling Solve the company and other cooperation to build a recycling channel. The current important recycling work is a third-party recycling company for recycling.

At the same time, the industry is also exploring the establishment of a shared recycling system. It is jointly established by car enterprises, battery manufacturers, battery rental companies and third-party recycling companies. In this system, car companies authorize the battery through third parties.

Recycling networks from car enterprises and battery rental companies, unified transport, unified handling. The establishment of this system will greatly play the advantages of all parties, reducing intermediate links, but the establishment of the system should coordinate, balance economics is the key, considering that the current power lithium-ion battery does not enter the massive scrap phase, The establishment of the pattern is still time. We expect to have progress in 2020, this model will make Yose Separate screening technology and battery processing company.

The management operation mode of the various parties under the industry is: then at the current stage, the four-class battery recycling company is worthy of attention to the first class is currently close to the car enterprise or the battery factory. This type of company is likely to follow The development of time, the greater market, master higher words; second types are battery processing companies currently entering the supply chain system of the battery plant, this type of company entering the supply chain of BYD, Ningde Times or Panasonic First, it will first explain that its processing battery technology will be the decisive factor in the future, and the third category is a company that makes breakthroughs in technology. For example, there is an innovation based on the current dry or wet method, in battery processing Hard economics; the fourth category is currently recycling and processing company currently in Beijing, Tianjin, Pearl River Delta, Long Triangle layout, due to large transportation costs in battery recovery, meaning the radius of recovery / processing will be controlled Within 500-800 km, the current market that currently has the largest consumption of new energy vehicles is the above three areas, and it is very important in advance.

Foreign dynamic lithium-ion battery recycling mechanism and domestic situation analysis in the recovery of waste batteries, abroad is important to complete battery recovery through law and subsidies. US, Europe's dynamic lithium-ion battery recycling is important and rely on legal continuous improvement and the promotion of industry associations, and through deposit systems maintain the operation of the recycling industry; in the form of legal constraints and subsidies, improve self-discipline, form a complete recycling system. That is to say, more abroad is more concerned about environmental issues, while economical is not that important, so foreign companies such as Inmeteco, such as Inmeteco, etc.

The technology of fire-based metallurgy is treated. This way foreign treatment of waste batteries is not fully applicable in my country. First, the country has established a traceable platform to trace the battery information.

At the same time, the battery can be clearly confirmed by the responsible subject, but it does not mean that this platform can be used to make a power lithium-ion battery recycling; second, with Different foreign environment, such as Japan, Japan's automotive manufacturing industry pattern has formed, Toyota and other companies have formulated monopoly, so Toyota is naturally considering the problem of battery recovery, then as a pillar company It is relatively early in legislative promotion and layout. However, my country's current situation is a lot of host plants. At this time, the host factory does not think about how the main unit will understand how three years later, and will not recycle this in advance in the battery, so my country's battery The recycling is in the market, the market is going to solve the problem; again, the market entity is in the process of battery recovery, first considering economic problems rather than environmental issues, we can also see a lot of listed companies.

Also just in the layout, there is no large-scale recovery process, which is a variety of reasons, the most important cause or the economic and technical problems of battery processing, so who can deal with low-cost rescinal batteries to get high quality intermediate Become a decisive factor. Dynamic lithium-ion battery recovery After analysis, how to handle how to deal with battery recovery, currently alternatively used waste dynamic lithium-ion batteries important ladder use and dismantle two processing modes. Among them, the ladder of the lithium iron phosphate ion battery is huge, while the three-yuan battery dismantling is currently mature, and the market space of the two is expected to increase the rapid increase in the amount of scrap.

The current application of lithium iron phosphate is important is a non-passenger car. The downstream customers are relatively concentrated, and the source of waste batteries is important and the association or operation company. The three-yuan battery is important for passenger cars.

It is relatively scattered relative to the next customer, it is important to Jingjin-Tianjin, the Yangtze River Delta, the Pearl River Delta region, relatively difficult in the recovery of used batteries. In the treatment of lithium iron phosphate ion batteries, technical factors lead to high direct disassembly costs, priority ladder utilization, can effectively dismantle profitable companies space. At the end of 2020, the buses in the domestic key cities will be replaced with new energy cars, meaning that the application of lithium iron phosphate ion batteries is very stable in this part of the market space.

However, according to statistics, 20--30% of the waste batteries per batch can be used by the ladder, and the remaining 70% should be disassembled. At present, domestic listed companies such as Greenmei, Bangu and other dismantling treatment The economy depends on the price of lithium carbonate, so this future, if there is a technological breakthrough, there will be an opportunity to turn over. Demonstration treatment of lithium iron phosphate ion battery: The manufacturer is important first unpacking to get positive and negative poles and diaphragms, this part must be manually completed, the degree of automation is low, then the crushing is selected to recover the copper, aluminum, in metal lithium Extraction, the method is different from the extraction technology, and the method is also different from Green Mei, Bangui represented wet purification to the lithium carbonate and some companies attempting to repair the lithium iron phosphate.

Wet purification is subject to the price factor of lithium carbonate. According to estimates, the price of lithium carbonate is more economical, which means that the product is less than 100,000 / ton when the product is less than 100,000 / ton. Stagnation.

The positive electrode repair process should be added a small amount of lithium iron phosphate, repair costs at 10,000 / ton, and the current market price of lithium iron phosphate is 7-9 million / ton, the method is profitable, but it is subject to different companies to deal with different companies. Different prices of positive material materials will also be different. On the processing of the three-yuan material battery, because the upstream mineral resources have limited resources, the demand is strong, the metal prices have risen, so the total cost of the metal value of the heavy rain recovered after dismantling.

The application of the three-yuan material battery is raised rapidly from 2016. At present, the three-yuan material battery is objective in passenger cars, meaning that there will be a large number of three-yuan material batteries in the future. However, the three-yuan material battery is not high, and if the price of raw material continues to rise, it does not rule out the possibility of re-use the lithium iron phosphate ion battery.

Different three-yuan material batteries are mainly based on the high price of raw materials. About the metal nickel in the ternary battery, the overall performance is an imbalance of supply and demand, nickel price or continuous. Nickel raw materials are red soil nickel mine and nickel oyster nickel ore, the production of nickel oyster nickel is limited, and the nickel mine of the world is the most important nickel supply source, but the products of red soil nickel mine are nickel, and then produce stainless steel by nickel iron.

There is a total of two companies in the global production line of red soil nickel ore to nickel oxy hydroxide to nickel nickel buttate. So the increment of nickel in the future is important from the nickel mine of red clay. The most important variety of battery materials is nickel sulfate, nickel sulfate is important, and the high nickel triple dosage rises, from 532 to 622 to 811, from supply and demand balance, nickel price or continuous.

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