New energy battery recycling is still in the stage of 5 companies in accordance with the Ministry of Industry and Information Technology

2022/04/08

  Author :Iflowpower – Portable Power Station Supplier

New energy automotive production is already in the "explosive period", and the recycling of waste dynamic lithium batteries is still in the stage of "striking stone crossing river". According to Evtank research data, it is expected that my country's power (23.170, -0.

03, -0.13%) battery recovery will reach 422,000 tons in 2022, and the scale of the ladder will reach 13.1 billion yuan.

However, the overall amount of lithium battery in 2018 has not been formed, and the company has affected the company's profitability. In recent years, under the influence of policy support and other factors, new energy vehicles have developed rapidly and promote the accelerated layout of the dynamic lithium battery market. It is understood that in 2014, domestic battery production was 3.

7GWh, and the installed capacity of the lithium battery in 2017 was 36.2GWH. Based on this, the power lithium battery is recycled or will usher in new opportunities.

my country's Battery Alliance United Beijing Green Zhizhui Energy Technology Research Institute announced that the Dynamic Lithium Battery Recycling Industry Report (2018) shows that the retired power lithium battery will be used in accordance with the first step-by-step utilization, and the resource regeneration is used to recycle. According to estimates, the battery recycling market will reach around 6.5 billion yuan in 2020, of which the rails use the market size of about 4.

1 billion yuan, and the renewable use of market size is 2.4 billion yuan. Recently, the Ministry of Industry and Information Technology announced the first batch of "New Energy Automobile Waste Battery Battery Comprehensive Utilization Conditions", including Guangdong Guanghua Technology (16.

010, -0.44%) Co., Ltd.

(hereinafter referred to as "Guanghua Technology") Jingmen City Greenmei (5.250, 0.03, 0.

57%) New Materials Co., Ltd. (hereinafter referred to as "Jingmen Greenmei"), Hunan Bangpu Circular Technology Co.

, Ltd. (hereinafter referred to as "Hunan Bangpu"), Zhangzhou Huayou Cobalt New Material Co., Ltd.

5 companies such as Zhangzhou Hapeng Technology Co., Ltd. (hereinafter referred to as "Zhangzhou Haopeng").

The reporter contacted Guanghua Technology, Greenmeal Co., Ltd. (Jingmen Greenmeal, the parent company, hereinafter referred to as "Greenmei") interviewed, as of the press release, did not receive a reply.

Wang Jingzhong, deputy chairman of my country's Battery Industry Association, said that in the early days of the development of the industry, it is necessary to set the threshold for the company to prevent the company from solving the waste battery to make pollution. Many companies have increased the layout to meet the market. It is understood that Guanghua Technology has been cut into the category of lithium-ion battery from 2017.

October 2017 has built a 150-ton / month battery recycling demonstration line in Shantou in Guangdong. In May 2018, Guanghua Technology set up Zhuhai Zhongli New Energy Technology Co., Ltd.

with its own funds, carrying out steps of lithium-ion batteries, recycling, dismantling and re-manufacturing. Green Mei has recently signed a contract with the Ningde Municipal People's Government, plans to build Ningde New Energy Materials Industry Park and Ningde Circular Economic Industry Park. Jingmen Green Mei also established a joint venture company with Yongqing Technology Co.

, Ltd. In addition, there are many "players" in the form of acquisitions. Ningde Times (73.

000, 0.45, 0.62%) completed the acquisition of Guangdong Bangpu Circuit Technology Co.

, Ltd. (hereinafter referred to as "Bangpu Circulation") in 2015, Hunan Bangpu is a Bundu Circuit subsidiary; Xiamen Tungsten (14.350, 0.

58, 4.21%) and Beiqi new energy hold 47% shares and 4.47% shares, respectively, respectively.

Yang Qingyu, director of my country's Battery Alliance Research Department, said that some materials companies, vehicle companies, power lithium batteries, etc. have been laid out in the power lithium battery recycling business, but most of them only account for 1 to 2 in multiple links. part.

Green Mei said that environmental protection and new energy industries are entering the rapid development period, and there will be a large number of potential competitors to enter this category through project investment, mergers and acquisitions, seek cooperative joint ventures, and further strengthen industry competition. Guanghua Technology mentioned that the company's lithium-ion battery material recycling business is a new business category, a large number of large-scale central enterprises since the past two years, local state-owned companies and private capital into the waste solvent. In addition, Guanghua Technology said that the current waste resolves the degree of industrialization and low market aggregation.

Wang Jingzhong said that 2018 is the year of recycling of batteries rather than outbreak, the current number of new energy automotive batteries has reached the number of revisit periods. Yang Qingwei also said that the current dynamic lithium battery recovery industry is in the early stage of explosion, and the overall decommissioned amount is not scale in 2018. The industry norm is a top priority in the early stage of the industry.

The recycling of the waste dynamic lithium battery is still in the stage of "the stone crossing the river", and the relevant management specification is gradually improved and promoted. At the beginning of 2018, the Ministry of Industry and Information Technology jointly announced the "Interimming Method of New Energy Automobile Power Battery Recycling and Utilization, Encouraged the development of ladder utilization and regeneration, driving power storage battery recycling mode innovation. Emphasize the implementation of the projector's responsibility extension system, requiring auto processing companies to undertake the main responsibility of the power storage battery recycling, this method has begun to implement on August 1, 2018.

On September 5, the Ministry of Industry and Information Technology announced the first batch of "New Energy Automobile Waste Body Battery Comprehensive Utilization Conditions". From now on, the Ministry of Industry and Information Technology has published five companies, industry norms, industry norms, and still need continuous improvement. According to data, there are more recycling small workshops in the recycling channel of the existing power lithium-ion battery, and the recycling channels are not standardized or caused by industry development.

Taking the development of the lead-acid battery recovery industry as an example, in 2011, my country's Battery Industry Association has been mentioned in the proposal of the Recycling System of Waste Lead-Acid Battery to the Relevant Departments. The 80% recycling share was occupied by an informal small company. It is understood that in order to reduce weight loss, there is a small workshop master to change the acid before transportation, easy to enter a large amount of acid solution into the groundwater system and soil forming pollution.

The publication shows that although the lithium-powered lithium battery does not contain lead or cadmium, there is still a heavy metal, an electrolyte, and fluorine-containing organic matter in the electrolyte, and pollution. Such as lithium hexafluorophosphate in a lithium-powered lithium battery electrolyte, it is easy to hydrolyzate in the air environment, hydrogen-fluid, hydrogen fluoride, etc., for a strong corrosion application, so it is necessary to pay special attention to solvent and lithium hexafluorophosphate.

Wang Jingzhong said that the power lithium battery recycling industry has to threshold and specification from the beginning. "The company either solves, or solve all around. Preventing the company from solving some of the profitable materials for the benefit, causing pollution to the environment.

"Cost and profitability is now, for most companies, the layout dynamic lithium battery recovery is" prepared ". At present, the industry has not formed, the layout is large, and many companies have to deal with the balance between the initial investment and income. According to the data, Guanghua Technology and Greenmei in the first half of the year are rapid in the new energy battery material business, but the gross profit margin has a slight decline.

In addition, more funds consumed during the opening of Zhang Da layout. Recently, Guanghua Technology announced the 2018 half-year report, which mentioned that the sales revenue of lithium-ion battery material was 99.3789 million yuan, up 101.

49% year-on-year; the gross profit margin was 27.31%, a year-on-year drop 2.18%.

In addition, the report refers to the new investment of approximately 111 million yuan in the "Technology Center Upgrade Reconstruction Project" and "annual production of 14,000 tons of lithium-ion battery positive material construction project". Greenmei also mentioned in the 2018 and semi-annual report that the new energy battery material operating income is 404278, 41 million yuan, up 98.70% year-on-year; gross profit margin is 22.

95%, a year-on-year drop of 3.26% year-on-year. Recently, the joint venture company and the Fu'an Municipal Government signed a powerful lithium battery three-yuan positive material project investment agreement with the Fu'an Municipal Government.

The total investment of the project is about 1.85 billion yuan. In addition, in the first half of 2018, Greenmei has a new increase in financial expenses and management costs.

It is understood that the company adds an interest rate in order to meet the funds required for Zhang Da processing, and the financial expenses are 3003 million yuan, adding 36.99% from the same period last year; the management cost is 466 million yuan, with a year-on-year increase of 65.24%, and the research and development of important funds.

Added new and output of salary and depreciation amortization costs. Yang Qingyu said that some company has a good profit, first of all, due to the income of the industry, then the price of lithium-ion battery materials fluctuate, the ladder uses the recovery cycle and also affects the company's income. Yang Qingyu mentioned that the five companies announced by the Ministry of Industry and Information Technology have become more standardized and basically belong to profitable companies.

Wang Jingzhong said that the large-scale scrap will wait until 2 years, many companies face the "unsaturated" situation. "Power lithium battery recycling can achieve a profit after reaching quantity requirements. "In addition, some companies have resolved high technical costs and difficult to coordinate costs and benefits, which are easy to lead to losses.

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