Author ：Iflowpower – Portable Power Station Supplier
With the rapid development of new energy vehicles, the demand for dynamic lithium battery is continuously improved, and the old lead-acid company speeds up the layout of lithium-ion battery. According to the data of my country's Chemistry and Physical Power Supply Industry Association, in 2017, my country's lithium-ion battery sales revenue reached 158.9 billion yuan, up 19.
5% year-on-year; lithium-ion battery production was 100.9 billion, up 15.6% year-on-year.
"Lithium-ion battery is widely used in new energy vehicles in recent years in recent years in recent years in recent years. "January 17, Dongxing Securities Researcher He Zhuhui said that the current lithium-ion battery is also facing difficult, safe safety, insufficient stability, but with the improvement of the future price of lithium battery, it is expected Replacement lead acid. At the same time, due to the average number of dynamic lithium batteries in 5-8 years, how to get a piece of power in the power lithium battery recycling market and the ladder, become the focus of the company.
According to the institutional prediction, the size of the battery recovery will reach around 6.5 billion yuan in 2020, including about 4.1 billion, the scale of the market, and the market size of 2.
4 billion yuan. By 2023, the scale of the market will reach 15 billion yuan, of which the market size of steps is about 5.7 billion yuan, and the renewable use market size is about 9.
3 billion yuan. The layout of lithium-ion batteries According to the data of the Lithium Economic Research Institute (GGII), the new energy vehicle production reached 994,000, 192,000 in November 2018, and the annual output is expected to reach 1.2 million.
Vehicle, achieving more than 45% increase. He Zhaohui said this: "" New energy car subsidies in recent years is relatively large, so manufacturers expand the power of expansion. "Along with new energy car sales, power lithium battery demand opens high growth space.
In order to grasp the new round of market opportunities, many listed companies accelerate the layout of lithium-ion battery, including domestic old lead-acid batteries such as camels, Tianneng, and Swallows. According to the information, Camel Group Co., Ltd.
(hereinafter referred to as "Camel Shares", 601311.sh) is an important company engaged in research and development, production, sales and recycling of lead-acid batteries. In May 2018, the company established the Camel Group Wuhan New Energy Technology Ltd.
, realize the independent operation of new energy service sections. The company currently has a lithium-ion battery automation production line with a production of 2 billion WH. Existing products include monomer lithium-ion batteries (battery cells) and power lithium-ion battery pack products, mainly based on ternary and iron lithium product types.
It is worth noting that while lead-acid companies have stepped up the layout of lithium-ion batteries and new energy industries, the recycling of new energy automobile power storage batteries is an urgent issue. According to the forecast of my country's Automotive Technology Research Center, combined with car scrap years, power lithium battery life, etc. Size or size of 350,000 tons.
He Zhaohui believes that: "2014 electric car began to scale, the use of the dynamic lithium battery is generally 5-8 years. A considerable part of the battery faces the elimination of critical points, meaning that the power lithium battery from this tomorrow, it is likely to enter the large-scale reporting tide. "In this context, camel shares began actively planning and layout construction of dynamic lithium battery ladder and regeneration industrial park.
On March 9, 2018, the Camel Shares announced that the company's investment and construction of the company in Guocheng County, Hubei Province reached an agreement, and the total investment is expected to reach 5 billion yuan. After all of the projects, the capacity of approximately 300,000 tons of waste dynamic lithium batteries and corresponding positive material materials were formed in 2025, and the annual output value was about 7.5 billion yuan.
Camel Shares said that the project and the company's existing new energy business jointly constitute a lithium-ion battery industry closed loop, which is conducive to the Circance Economic Model of "Battery Production - Sales - Recycling - Regeneration - Production Reuse". On the other hand, the renewable lead production is rapidly developed, and the development of the industry has gradually expanded. Taking the Camel Shares, it was previously expressed in the Shanghai E-interactive.
The company's lead recovery plate in the first three quarters of the company realizes 118,800 tons of waste batteries, which rose 212.65% from the same period last year. On June 8, 2018, the Camel Shares announced that the company in the next 3 years invests 1.
5 billion yuan to expand production in the regenerative lead sector, is important to add 3 production bases, and upgrade the original production base. Annual treatment waste battery capacity of no less than 1 million tons. "The strategic direction of the company's development is to focus on the 'lead-acid battery circulation industry chain and' lithium ion battery circulation industry chain 'two closed loop layouts and business.
"Camel Shares said that in terms of" lead-acid battery circulation industry chain ", the camel shares clamped the layout of regenerative lead. Inadvertently, Nandu Power Supply In 2018, after the exposure of the lead platform expansion, the output also reached 1.2 million tons, and the profitability was promoted.
According to the third quarter of 2018, the company achieved operating income of 6.589 billion yuan, up 3.7% year-on-year, and the net profit of returning is 4.
34 billion yuan, up 18.35% year-on-year. His subsidiary China Platin Technology "Waste Battery High Efficient Green Treatment and Comprehensive Rehabilitation Renewal Demonstration Project" has completed construction, the total processing capacity of waste batteries will reach 1.
2 million tons. Liu Wei, deputy secretary general of my country's Nonferrous Metal Industry Association Reproduction Metal Branch, said in the 2017 Colorful Metal Industry Green Development Seminar, my country's regenerative lead accounts for 40% of lead production, compared with 100% of the United States, the market potential is large. However, according to the current planning production, by 2020, the industry will face serious excess.
On the one hand, the policies including environmental protection will be issued, which will have to promote the optimization of industrial structure; on the other hand, the regeneration lead industry is also welcoming a high-speed expansion of a round of production, excess risk needs to be vigilant. It is worth noting that in 2015, the country has introduced the "Technical Guide for Recycled Lead Smelting Pollution Prevention and Control", "Regenerated Lead Industry Standard Conditions", "Producer Responsibility Extension System", and improve the regeneration lead industry, "Three no" regenerated lead companies have also become more difficult, some small and medium smelters are forced to shut down, more illegal recycling, dismantling, smelting manufacturers have filed a public prosecution in pollution environment. As of the end of 2017, the total output of illegal smelting countries is no longer half of 2015.
In this regard, He Zhaohui said: "With the increase in environmental review, the practice of winning" in the amount is difficult, the future regeneration lead and the battery industry will realize the transformation of extensive development to refine development. Battery production company implements environmental responsibility while speeding up the dynamic lithium battery step utilization research, gradually realizing steps of commercial operation. ".
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