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Edit, Zheng Yuanfang), according to Ningde Times public number news, Ningde Times Bangu Integrated New Energy Industry Project officially started yesterday. At the startup ceremony, Li Ping, jointly founder and vice chairman of Ningde Times, called this project as the company "key ring of global layout and upstream resource security". This is between the Ningde Times, the application plan announcement, the separation time is less than two months (see "Science" report "October 12 reports Ningde Times 32 billion investment materials project waste battery recovery.
In the case of Ningde Times Yesterday, in the announcement of October 12, the focus of this project is not the dynamic lithium-ion battery expansion, but re-uses the retired battery to achieve. Specifically, the project is integrated with new energy vehicle power lithium-ion battery positive electrode materials, integrating multi-link services such as "phosphate-raw material-precursor-positive material-battery circulation", covering battery lifecy cycle. The total investment of the project is about 32 billion yuan.
It is expected that in 2023, the first phase of production is expected. All put into production in 2025 - not to pay attention is that in the announcement of October 12, Ningde Times expected the project construction period (2022-2027) Year), now, the construction period is shortened. In terms of production, planning and construction annual production of 360,000 tons of phosphate, 2.
2 million tons of lithium iron phosphate, 180,000 tons of three-yuan precursor and material, 40,000 tons of cobalt-cobaltate, 40,000 tons of regeneration graphite and 300,000 tons of battery recycling, After full production, it can be more than 4 million new energy vehicles. If the yield, data display, positive electrode material is estimated from the investment amount, the recovery production of the lithium iron phosphate precursor is about 300 million yuan / 10,000 tons, three yuan to 6 billion yuan / ton. If it is calculated in accordance with the 200th dollar of the industry: the proportion of iron lithium shipments, the lithium iron phosphate ion battery is 150-200GWH, the ternary battery 100GWH.
After all of the integrated projects, the GGII expects the global new energy vehicle penetration rate to exceed 20%, corresponding to the dynamic lithium-ion battery demand 1100GWH; if the global market share of the Rover Times is maintained at 30%, the corresponding shipping The amount of 330GWH - the output of this project will have been covered by most battery production needs. Battery stepped into the scale of the scrap period Industry Chain "Nuggets", Ningde Times has acquired Bangpu cycles to involve battery recycling business; 2018, and SAIC's recycling of dynamic lithium-ion battery re-use strategic cooperation. In addition, many industrial chain manufacturers have announced the recycling of the battery.
On December 2, Huayou cobalt industry announced, with Fu Can Technology, "Strategic Cooperation Agreement", the agreement also includes waste and waste battery recycling, the procurement and cooperation of three-yuan precursors, etc. According to the agreement, from December to 2025 this year, Huaxian cobalt industry will supply 161,500 tons of three yuan front drive to Fu Can Technology. In November, Zhongwei Shares signed a memorandum of SUNGEELHITECH, intended to cooperate with battery recycling in Europe, and both sides will have their own mobile phone battery waste resources from China and South Korea, and the agreement is valid until December 31, 2023.
In the same month, Greenmei and the world's super 200 vehicle factory and the battery factory have signed the dynamic lithium-ion battery recycling agreement and launch cooperation, and also sign a cooperation agreement with the Ruilo Energy to achieve safety recovery, storage and green disposal of lithium-ion batteries. Greenmei has formed a industrial system in Shenzhen, Tianjin, Wuxi, Jingmen, Wuhan and other new energy vehicles and powered lithium-ion batteries. By 2025, the powerful lithium-ion battery recovery will exceed 250,000 tons / year, and planned to be globally Upstream and downstream cooperation in Indonesia, Europe construction power lithium-ion battery recycling base.
Implementation of the three-way precursor production and sales scale of more than 400,000 tons / year, tetrashydoxide 35,000 tons / year. Why is the industrial chain manufacturer pay more attention to battery recovery? Today, the first batch of power-free automotive-to-ion batteries are in the decommission period. From the data perspective, in 2020, my country's dynamic lithium-ion battery retraction is as high as 200,000 tons (about 25GWH), and will reach 1.
1 million tons (about 137.4GWH) in 2025. The industry is expected to have more than 20 billion yuan in the 2002-2030 recycling of the powerful lithium-ion battery.
Among them, the three-yuan battery recovery space is about 1.3 billion yuan, and the lithium iron phosphate ion battery recovery space is about 68 billion yuan. According to the "scale of waste lithium-ion battery market and recycling technology", even the lithium iron phosphate ion battery with the lowest noble metal content, its lithium element content is also 1.
6%, still higher than the import and utilization of my country only 0.8-1.4%.
Therefore, in the case of the shortage of upstream materials, the price continues to climb the frequently refresh high, battery recycling has become an important channel for producing raw materials such as lithium, cobalt, nickel, etc. On the other hand, the policies have also occurred many times in the near future. At the press conference on Friday, the Ministry of Industry and Information Technology once again mentioned the recycling of power storage batteries, will increase policy support and empower industrial development.
"The 14th Five-Year Plan" Industrial Green Development Plan "also proposed to develop a retired dynamic lithium-ion battery intelligent dismantling and high-value recycling. On November 23, the Ministry of Industry and Information Technology also requested opinions on the "New Energy Automobile Waste Battery Comprehensive Utilization Industry". If you count the previous two companies, the current use of the waste battery has been expanded to 47.
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