Power battery recycling is the focus of the current power battery industry

　　Author ：Iflowpower – Portable Power Station Supplier

Peng Shu Technology This proposed transfer of assets is engaged in non-ferrous metal recycling business. At present, A stock has more than ten companies engaged in non-ferrous metal recyclas. In terms of performance, it benefits from the supply side reform.

In 2017, there is a colored market recovery, the price of non-ferrous metal recycling industry has risen, and the industry company has a comprehensive performance. In 2017, the performance is generally benefited from the supply side reform, industry capacity shrinkage, lead, copper and other metallic prices. The relevant company is generally unplenish in hand orders, the price increases, and the overall profitability of the industry has rebounded sharply.

The annual report of China has shown that in 2017, the company achieved operating income of 2338 million yuan, an increase of 60% year-on-year; the net profit belonging to the owner of the parent company is 218 million yuan, a year-on-year increase of 55% year-on-year. Performance growth is mainly in the market recovery and production capacity expansion. Yu Guangjin lead is expected to achieve net profit of 2.

7 billion yuan to 310 million yuan in 2017, an increase of 53% -76% year-on-year. For the leading reasons for performance predenses, the company said that the company's main product lead and copper prices during the reporting period have risen than the same period last year, and the company has improved the output, sales and price growth through technological innovation and transformation makes performance improvement. Yi Ball Resources 2017 ushered in the performance outbreak.

The company expects that the total net profit of 24.2,420.68 million yuan, 2016 achieved net profit of 258.

848,500 yuan. The 2017 performance growth is mainly due to the high-rise and vertical effect of the company highlights and has a colored metal market. At the same time, the industry recovery drives upstream equipment industry to pick up.

Huahong Technology expects that in 2017, net profit was 110 million to 1.13 billion yuan, a year-on-year increase of 74.53% -106.

26%. Huahong Technology said that the recycling resource processing equipment industry is obvious, the company is sufficient in hand orders. Battery recovery into hot spots in recent years, new energy electric vehicles have developed rapidly, and the power battery gradually entered the concentrated report.

Data show that in 2018, the waste power battery recycling market can reach 5 billion yuan; 2020 to 2023, the scale of waste power battery recycling has further increased to 13.6 billion yuan to 31.1 billion yuan.

It is understood that the value of power battery is mainly in cobalt, nickel, and lithium. Among them, metal cobalt prices in one of the power battery positive materials are in strong uplink channels. At present, the average price of cobalt market is about 650,000 yuan / ton, about 540,000 yuan / ton increase in the beginning of the year, nearly 20%; more than 290,000 yuan / ton price in early February 2017.

In addition, metal content such as nickel and lithium in the ternary battery is high, and the recovery is high. Although the lithium phosphate battery does not contain a rare metal such as cobalt, nickel, but the lithium content reaches 1.1%.

At present, the price of lithium battery-level carbonate has risen, and its recycling is high. In this context, a number of listed companies layout this field. Greenmei's fixed plan has been approved, and the company intends to raise 2.

95 billion yuan, used to disassemble the power battery pack project, circulating the three-yuan material precursor raw material item (60,000 tons / year), circulating the battery three Yuan material project (30,000 tons / year), it is expected to achieve net profit for 830 million yuan / year after full production. Guojin Securities pointed out that project construction helps companies to achieve "raw material recovery-precursor manufacturing-positive material manufacturing-battery pack manufacturing" closed lithium battery industry chain. At present, the company has 35,000 tons of three-yuan precursor production capacity, 10,000 tons of positive material production capacity, consumer electronic sector 10,000 tons of production capacity, long-term three-yuan precursor capacity exceeds 100,000 tons, the positive material material exceeds 60,000 Ton.

Greenmei said in the investor interactive platform, as a leading company recovered by waste batteries, the company has built six major industrial bases, annual recycling of 3,000-5000 tons of cobalt metal, annual recovery of cobalt resources exceeding China's market. Performance Preview shows that the company's production capacity has further increased and released in the first quarter of 2018, and the sales volume increased its company's performance. It is expected that net profit is 142 million yuan to 1.

73 billion yuan in the first quarter, an increase of 40% -70% year-on-year.