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With the cross integration of the dynamic lithium-ion battery industry chain, a group of companies with technical monopoly or market monopoly is beginning to rise, and the dynamic lithium-ion battery industry has entered the "integrated peak". With that, the amount of powerful lithium-ion battery has also increased rapid shipments, and the problem of recycling the problem. In recent years, all capitals are involved in the powerful lithium-ion battery industry in different ways.
After the 2014 and 2015 prosperity and enthusiasm, a large number of capital entered the dynamic lithium-ion battery in the field of integration, and the company is through this way to achieve leapfrog development. Of course, it is not lacking companies that enhance competitive companies through simple technology. Take BYD as an example, in the field of power lithium-ion battery, BYD is important to lithium iron phosphate ion battery as a core technology.
Compared with Tesla, the lithium-free lithium-ion battery is used in Tesla, although there is a weak energy density, but also maintains a higher cycle, higher safety performance, and lower cost. Advantage. In addition to the power lithium-ion battery companies, the downstream companies in the industrial chain have also begun to be involved in the forward-looking layout and resource integration.
With the expansion of the dynamic lithium-ion battery market, there will be more vehicle companies to joint ventures with battery companies, such as Beiqi and South Korea SK Group build battery production company, Lifan stocks to build a lithium battery production line, etc. At the same time in the upstream and downstream companies, the battery company has also extended to the downstream and expansion, and actively launches the layout in the battery raw materials, BMS, electric pack, and even power assembly. For example, BYD is involved in the upstream lithium ore resources and battery raw materials; CATL is also a Prade, which is Prad, is also a powerful BMS and PACK team; Guoxuan's high-tech is also investing in establishing a positive material factory and diaphragm.
factory. The power lithium-ion battery newspaper increased rapidly recycling the cross-section of the entire industry chain, giving some companies with technical monopoly or market monopoly, thereby changing the overall pattern of new energy vehicle power lithium-ion batteries, power lithium ions The battery industry has also ushered in "Integrated peak". Touching the integrated layout upstream of the industry chain, the power of the power lithium-ion battery is increasing.
According to the statistics of China Stroller, 1-June dynamic lithium-ion battery shipments reached 6.67GWH, accounting for 42.5% over the year last year, compared with 2.
45 times compared with 2.72GWH last year. With the arrival of the dynamic lithium-ion battery, the power lithium-ion battery recycles the problem.
Accompanied by a large-scale power lithium battery market, it is the rapid rise of power lithium-ion battery scrap volume. The life of the electric vehicle power lithium-ion battery is usually 5-8 years. It is expected that my country will usher in the first batch of dynamic lithium-ion batteries "retire" next year.
According to industry data, with the rapid development of the new energy automotive industry, in 2020, my country's dynamic lithium-ion battery will reach 32.2GWH, about 500,000 tons; to 2023, the waste will reach 101GWH, about 1.16 million Ton.
A large number of scrapped dynamic lithium-ion batteries threaten the sustainable development of natural environment, national health and society. The original new energy vehicle has the advantage of "reducing exhaust gas pollution, responding to fossil energy shortage", if environmental pollution due to scrapped dynamic lithium-ion batteries, will be contrary to environmental initiative. However, my country still faces a series of tricky problems in recycling the lithium-ion battery.
From the overall industry, since my country's powered lithium-ion battery industry is still in the early stage of the industrial stage, the technology changes rapidly, and there is no certain research and development, scale and financial support, it is difficult to obtain long-term development, and the entire industry is brushing to the big shuffle. From the recovery level, my country's powered lithium-ion battery lacks specific standards, the responsible party is not clear, the recycling technology has not broken, which hinders the pace of power lithium-ion battery recycling. Therefore, my country's powered lithium-ion battery recycling still has a long way to go.
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