Power lithium battery recovery: the end market chaos, car companies are unable to recover

　　Author ：Iflowpower – Portable Power Station Supplier

"The service life of electric vehicles is generally 5-8 years, which means that the first wave of lithium battery recovery has arrived, but we have no systematic recycling channels, I don't know how to start. "Lift the battery recycling, has sold the new energy car for many years," "is very messy! "The successful new energy in Wang Ning is a new energy commercial vehicle company in Shanxi. Although it is not large, the new energy car processed is very common in Shanxi.

At present, there is a certain sales in success, but there is no system in battery recovery. At present, the power lithium battery has arrived, and the number of markets in the recycling category will also open, but the battery recycling system is still relatively messy. How to let every "retired" power lithium battery find the final home, is the problem of meditation in the current industry.

The industry exploded is still in 2018. The Ministry of Industry and Information Technology has announced the "Interim Method of Recycling Management of New Energy Automobile Power Battery Recycling", and automotive processing companies should bear the main responsibility of the power storage battery recycling. In addition, battery processing companies should cooperate with automotive processing companies, coding, battery processing companies, and automotive processing companies should promptly upload power battery coding and new energy vehicle related information by tracing information systems in accordance with national standards.

But during the actual operation, the problem is heavy. "In order to get new energy subsidies, we will generally send the purchased vehicles to Shenzhen and other subsidies, and then transport it to Shanxi sales. "Wang Ning said in the" Daily Economic News "reporter, in this way, the new energy car sold in this way is actually equivalent to a" second-hand car ".

This means that many new energy vehicles have completed reports on the system before they are really sold. It is difficult to find true owners through systematically tracking. It can be seen that the battery is tracked to recover the battery and cannot be implemented.

In addition to "doing hands" before the sale, new energy vehicles are also hidden in the market. Wang Ning revealed that after the first-level dealer took the bus from the manufacturer, some vehicles will be sold to consumers. Some vehicles will turn to the second-level dealer, and some of the vehicles will transfer to other consumers in the secondary car market.

After experiencing complex processes, the terminal market recovered by the power lithium battery is more messy. "The distributor, consumers and used car markets have multiple translimations, making the new energy car equipped with power lithium batteries become more difficult. "Wang Ning said.

In addition, the new energy used car residual rate is low, also caused the powerful lithium battery recovery. Take the new energy of success as an example, between the price range of the sales model is brought about between 30,000 to 150,000 yuan. "The value of the new energy car is itself, especially the low-end electric vehicle is poor, and only 50,000 yuan left after the car is used for 100,000 yuan.

Wang Ning said that some consumers prefer to buy new cars and do not want to sell at low prices, which also prolongs battery recovery cycles. "5 ~ 8 years" is considered to be the universal life of new energy automobile power lithium batteries. If in accordance with my country's new energy (5.

800, 0.15, 2.65%), the car is rapidly increased, and the first large-scale power lithium battery has entered the elimination of critical points.

According to the Ministry of Public Security, as of the end of 2018, my country's new energy vehicle guarantee is 2.61 million (including 21.1 million pure electric vehicles).

This year, it is considered to be the first year of the domestic power lithium battery recovery industry. It is expected that the amount of powerful lithium battery of new energy vehicles by 2020 will reach 200,000 tons. However, actual life has not developed according to the expected "script", and the battery recovery industry with high certainty recovery prospects has not been exploded.

Complex techniques of the battery recovery process become the primary primary original. A company person in charge focusing on battery recovery told reporters that "the safety risks of battery recycling are still difficult to handle because the industry's residual life and consistency assessment are not mature. Each battery is not the same, and the battery model of each manufacturer is different, and even the same model of battery life is also different.

"The reporter learned that there are three paths for the recycling of powerful lithium batteries: one is through battery processors; second, through the 4S shop channel; third is through the consumption terminal market. "The most of the work of this dynamic lithium battery recovery is borne by battery processors, the proportion of recovery of 4S shop and consumption terminal market can be ignored. "The person responsible for the company focused on battery recovery told reporters that the difficulty of battery recycling has affected the development of the entire industry to a certain extent.

And some self-produced automotive manufacturers have also established battery recovery systems, such as BYD (49.230, 0.72, 1.

48%). BYD's relevant person in charge told reporters: "Compared with other car companies that recovers non-self-machining power lithium batteries, we recycled the battery, thus understanding battery performance and chemical composition. "Is the shift is the way out? As the power lithium battery" retired "arrived, 17 provinces and cities nationwide have been selected as the pilot lithium battery recycling pilot area.

Capital, vehicle company, power lithium battery processing company is sealing up the power lithium battery recycling market. The above-mentioned BYD relevant person in charge revealed that BYD has basically mastered battery recovery technology, including independent development and design of automated power lithium battery closed disassembly equipment, achieving battery full component (all substances in the battery). Unlike traditional battery recovery modes such as BYD, Ningde (68.

790, 1.92, 2.87%), many car companies have opened a new model - change.

Decompose, although many car companies launched the original intention of the business to solve the battery life of the new energy car, the business model of the power-exchanged business makes the battery monitor and tracking more controllable. The reporter learned that Beiqi Xin Energy and other car companies have launched the "Electricity Value Separation". For example, Beiqi new energy has been launched by the private removal of electric carriers - EU quick-replacement, consumers will be stripped at a price of 50,000 yuan, and the battery will rent and change the rental and exchange of 458 yuan monthly.

Electrical use. Up to now, Beiqi Xin Energy has been laid out in Beijing 100-seat power station. However, there is a view that the power-saving business launched by the car enterprise is more like a financial product.

According to the so-called electric separation method, after the expiration, the battery ownership is still owned by the user, but only interest-free installments. "Since each motor vehicle is used in the same amount of electrical energy, mechanical properties, the shape is different, this will lead to no way to form a network effect in the power-on power station, and cannot be converted to a multi-vehicle factory at the same time. "Yi Mada E Solverts founder Huang Jiayi decomposes that in the existing technology and business model, the power-saving station for serving all the models is not actually.

It is understood that the current exchange model is not large in the business scale of the vehicle enterprise, and it is important to collect charging, self-built pile, destination charging pile and public charging pile. However, although the shift is not made, this has not been a new idea that the battery tracking controllable. .