Market prospect analysis of dynamic lithium battery recycling

　　Author ：Iflowpower – Portable Power Station Supplier

With the rapid development of my country's new energy auto industry, the recycling of retired dynamic lithium-ion batteries will become important emerging fields. Since 2018-2019, my country will have a large number of power lithium-ion batteries to enter the retired period, and the retired battery will advance the railway use, and then perform resource regeneration utilization. It is expected that the market will exceed 10 billion yuan in 2020, to 2025 The year will reach 38 billion yuan.

The rapid development of my country's new energy automotive industry has driven rapid development of dynamic lithium-ion batteries and related materials industry. Based on the life cycle of the power lithium-ion battery, the recycling utilization of retired dynamic lithium-ion batteries will be a very important emerging field. Since 2018-2019, my country will have a large number of power lithium-ion batteries to enter the decommission period (it is important to be a lithium iron ion battery before 2023).

Retired batteries will be used first, and then the resource regeneration utilization is performed. It is expected that the total market will exceed 10 billion yuan in 2020, and it will reach 38 billion yuan by 2025. Among them, cascade utilization is the most promising segment, and is expected to drive the formation of "energy storage" this huge emerging market.

The current global dynamic lithium-ion battery recycling industry is still in the early stages of development. Foreign battery recycling networks are important by the industry associations and alliances construction of battery companies. The rails are important by car company, joint battery companies and user units; most of them are transformed by metallurgical companies, forming metallurgical materials recycling company.

my country is highly attached great importance to the recycling of dynamic lithium-ion batteries. Since 2016, a series of policies and regulations have been introduced, and the policy system of battery recycling is also initially formed. But the overall recycling network system is still very uncomfortable.

In the field of steps, industrial layouts are mostly in battery companies. Most car companies have insufficient emphasis on this. Under the leadership of key users and related technology companies in my country Tower and related technology, it is welcoming business breakthroughs.

In the field of regenerative utilization, the recovery process of the power lithium-ion battery has not triggered, the important recovery of leading companies such as scale, Bond and Greenmei is the consumption of lithium-ion batteries and battery factory waste (more than 80%). Since the problem of solving the regeneration utilization is the premise, lithium-ion batteries and resource materials companies are launching the layout of regenerative utilization. In terms of technology development, whether it is a rapddoom use or regenerative utilization, there is a large improvement space.

From the development trend of industry, the alliance cooperation downstream of the entire industry chain will be significantly strengthened. Future level use and battery production, regeneration use and resource materials will be combined, and the industry needs to cooperate to cooperate to build a recycling network. With the formalization of the industry, the external environment of the future country-owned enterprises to implement the recycling of dynamic lithium-ion batteries will be increasingly improved.

1. Dynamic lithium-ion battery recycling profile dynamic lithium-ion battery (important lithium power lithium ion battery) Recycling is a multi-level reasonable utilization of new energy vehicles for waste lithium-powered lithium-ion batteries, including step utilization and resource regeneration use. The step utilization is a vehicle power lithium-ion battery that dropped by a capacity of 80%, using a field of energy storage (grid peak frequency modulation, peaks, scenery, tower base station) and low-speed electric vehicles.

Resource regeneration (referred to as "regenerative utilization") is crushing, dismantling and smelting, disassemble, and smelting, and resource recycling of nickel-cobalt lithium batteries. 2, the step utilization is the most prominent segment of the dynamic lithium-ion battery. In 2014, with the rapid development of my country's new energy automotive industry, the recovery of dynamic lithium-ion batteries has gradually mentioned the schedule.

General dynamic lithium-ion batteries will be retired after 5-6 years, commercial vehicle power lithium-ion batteries and even 2-3 years will retire. Therefore, from 2018-2019, my country will have a large number of power lithium-ion batteries to enter the scrap period. According to our comprehensive measure, in 2020, there will be about 20GWH power lithium-ion batteries, and 2025 will have approximately 93GWH power lithium-ion batteries.

The retired power lithium-ion battery will be recycled in the manner of performing resource regeneration in accordance with first implementation of steps. According to us, the battery recycling scale will reach around 10.7 billion yuan in 2020 (there is about 6.

4 billion rails in the scale, and the renewable utilization market size is 4.3 billion yuan). By 2025, the market size will reach 37.

9 billion yuan (there is about 282 billion yuan of market size, and the scale of regeneration is about 9.7 billion yuan). It can be seen that the recycling of the power lithium-ion battery will quickly form a huge emerging market, while the steps are the largest, most promising market segment.

(Important assumptions: 1. New energy vehicle development process is consistent with national planning;. 3, the proportion of normal decommissioned normal decommissioned from 80% gradually increase from 80%; 4, can rise from 55% to 70% from 55%.

5, the steps battery is scrapped after 5.5 years; 6. The recovery rate of consumption batteries has gradually increased from 10% to 20%; 6.

The waste rate of the battery plant has gradually decreased from 4.5% to 2%. ) From the potential application area of ​​cascade batteries, batteries have huge application potential in the fields of energy storage and low-speed electric vehicles.

One of the existing communication base stations of my country Tower Company, currently replacement of the battery of the battery and new base station to 25GWH batteries, according to our measurement, equivalent to three times the total battery of the country in 2020. Er my country's low-speed electric vehicles have sold more than 1 million units in 2016. It is expected to reach 2 million in 2020, with a total of battery 10-14GWH.

At present, it is important to use lead-acid batteries. Future is expected to replace a lower retired dynamic lithium ion battery. Three new energy power generation, transmission and power network peak adjustment, user-side peaks, smart grid, and family distributed photovoltaic power generation have huge application potential.

It can be seen that the cascade battery is not only completely lack of market space, but also the formation of this huge emerging market field in this huge emerging market. 3, in the next five years, the phosphate ion battery is an important object of recycling and utilization. From the type of retired dynamic lithium-ion battery, the main force of the retired dynamic lithium-ion battery before 2022 will be a lithium iron ion battery; 2023 years later Three-dimensional lithium-ion battery will dominate.

Therefore, the power lithium-ion battery recovery is first necessary to face the recovery of lithium iron phosphate ion batteries. The regeneration value of lithium iron phosphate is very low, and it is currently recycling or even charge recovery, but it can be carried out very well. For the regeneration and utilization of lithium ion batteries, the source of waste lithium ion batteries that can be renewable is not only from direct scrapped retired dynamic lithium-ion batteries, but also waste-consumption lithium-ion batteries, battery companies, etc.

Battery and other important sources. After calculating, the important regeneration of regeneration in the next five years is still lacking a lithium iron phosphate ion battery that lacks value. However, the regenerative utilization of the ternary dynamic lithium-ion battery will start rapidly from 2020, and more than the regenerative utilization of the consumer lithium-ion battery; from 2023, the three-dimensional lithium-ion battery will further exceed the lithium iron phosphate ion battery.

Important objects for regeneration. .