New energy automotive commercialization is accelerating, and the dynamic lithium battery recovery will become a vertical industry.

　　Author ：Iflowpower – Portable Power Station Supplier

New energy cars recently robbed the limelight. In the Shanghai Auto Show, BMW, Mercedes, Audi, started from April 19th, and Audi took out their latest luxury intelligent electric car products. Beiqi new energy and Sails were in hand to launch new models .

Whether it is a traditional car Enterprise transformation, or the running of technology companies, all add fire to the heat of new energy cars. But behind this boom, it is actually a new energy vehicle power lithium-ion battery recycling problem. On the online performance description meeting held in Greenmei (002340, SZ) on April 20th, the deputy general manager of Green Mei, the secretary of the board of directors said that until 2025, my country's powered lithium-ion battery scrap will exceed 1 million tons.

The power lithium-ion battery recovery industry will become the next air outlet industry. Director and general manager of Green Mei said that only three elements of "recycling system, step utilization, resource utilization" can meet the harmlessness and resourceization of dynamic lithium-ion battery recycling. At this online performance description, Xu Huhua also mentioned the split listing of Greenmeal Jiangxi Green Circulating Industry Co.

, Ltd. (hereinafter referred to as Green Cycle), which is a subsidiary of Hujiangxi Green Circulating Industry Co., Ltd.

(hereinafter referred to as Green Circulation). declare. Power lithium-ion battery recycling will become a new energy automotive industry now has become the focus of market attention and the layout direction of many companies.

According to the China National Automobile Association, the sales of new energy vehicles reached 13.67 million in 2020, up 10.9% year-on-year.

And this growth rate will be faster and faster. According to China Stroller, the sales of new energy vehicles in 2021 will reach 1.8 million vehicles.

However, in the "Expressway" developed in the new energy vehicle, the recovery of the power lithium-ion battery has always been a "pain point". Xu Huahua mentioned in the Performance Instructions that the recovery of the power lithium-ion battery has "three major difficulties", respectively, the construction of the recycling system, step utilization and resource utilization. First, due to the safety problem of the power lithium ion battery, due to the complete control system of the car, it is highly safe, and the retired battery is greatly reduced by the loss of the safety system of the automobile, which has greatly reduced, resulting in long-distance cross-regional transportation.

To provide special transportation tools, bring new and safe risks, reasonable recycling radii should be within 200 kilometers. Therefore, you want to do a good job of lithium-ion battery recycling, must have a regional linkage network. Secondly, the power lithium-ion battery is currently important to take advantage of the profit, because the "a" selling will be more planned according to "pound".

In the retired dynamic lithium-ion battery, there are still many batches or modules without actual scrap. The general retired battery can reach a charge and discharge depth of 50% or more or more, which can be effectively used in other fields, such as UPS power supply. , Power lithium-ion battery pack for two-wheeled vehicle, high platform, energy storage power station, etc.

For the company, this has to have a complete dismantling and step utilization re-manufacturing system. The third is that it cannot be used as a dynamic lithium-ion battery core or module that can be used as a step, which can only be destroyed according to "Decomposition - Broken-Sort-Chemical Pouring - Resource-Material Reproduction" process. Chemical and resource utilization.

This process must have perfect environmental management measures, green technology, and resource technology to completely and safely dispose of. Under the three difficulties, there are not many companies that meet the recovery conditions. In 2018, the Ministry of Industry and Information Technology announced the "Interim Measures for New Energy Automobile Power Battery Recycling", but so far, only 27 companies have entered the Ministry of Industry and Information Technology in accordance with the "New Energy Automobile Waste Battery Comprehensive Utilization Industry Standard Conditions", Greenmeal It takes three of them.

On the one hand, there are too few companies that meet the recovery conditions. On the other hand, the total amount of power lithium-ion battery to be recovered is about to usher in. According to a Japanese newspaper of Sky, electric vehicles generally enter the replacement cycle in 5-6 years, and the three-yuan battery is really at the beginning of 2017-2018, and it is expected that my country will usher in the first round after 2-3 years.

Yuan retired tide. Under the "inquiishing", the power lithium-ion battery recycling industry will become a tone. Ouyang Mingzhi said that until 2025, my country's powered lithium-ion battery scrap will exceed more than 1 million tons.

Green Mei, which has three core competencies of "recycling system, step utilization and resource utilization" will also start a round of large layout. The layout of the north and south, cover the large layout system of the long triangle, the Pearl River Delta, the central, Beijing-Tianjin-Hebei and the Central Plains. Xu Huahua also specifically pointed out that the company has reclaimed the powerful lithium-ion battery by 2020, which has achieved profitability.

In 2021, the company will recover more than 30,000 tons, the performance will gradually release, and become the company's performance. Green cycle will be split on December 28, 2020, and Green Mei once announced a prompt notice, saying that the substensification of the subsidiary Green Circuit will be launched. According to the notice, the Green Circulation of the Company's Hold Subsidiary has applied to the Securities Regulatory Commission Jiangxi Provincial Department of Supervision registration, and received the provision of the Jiangxi Securities Regulatory Bureau on December 28th.

Oriental securities. It is understood that Green Circulation will carry Green Mei's electronic waste recycling business. According to Ouyang Mingzhi's statement on online performance, this is the initiative made by Greenmei "to promote electronic waste business to make great strength, improving the company value, and promoting business upgrade".

The 2020 annual report released by Greenmei has shown that the company has taken the dual-track drive strategy, and the new energy battery material business of the three-yuan precursor product has contributed 6.754 billion yuan in the revenue of 12.466 billion yuan in 2020.

With 54.18% of total revenues, the comprehensive utilization of abandoned resources contributed 5.712 billion yuan, accounting for 45.

82%. Green cycle is distributed, perhaps also the practice of Greenmei further clear its "double-track drive strategy". Xu Huahua said at the performance instructions: "We are actively advancing the distribution of the business of electronic waste as the main body.

Plan official declaration in May. "After this split, Green Mei accounts for 61.1% of Green Circulation, and Green Cycle is still a subsidiary of the company's consolidated financial statements.

Therefore, the financial situation of Green Circulation, the operating results and cash flow will still be reflected in the company's merger report data. "After the completion of this split, the financing capabilities of Green Circulation will be strengthened, the scale, innovation ability and profitability will rapidly improve, which in turn help to improve the overall profitability of the company, promote Greenmei's value improvement. "Xu Waowa said.

Ouyang Mingzhi said that they are in the spin-off of Green Circuit in the "Venean Speed", which has completed the introduction of the main Greenbing strategic investor of spin-off listing, joint-stock reform, etc., which has been officially launched. .