+86 18988945661 
contact@iflowpower.com 
+86 18988945661
Language
+86 18988945661 contact@iflowpower.com +86 18988945661
Author ：Iflowpower – Portable Power Station Supplier
Fin Federation (Hangzhou, Reporter Deng Hao), carbon-up peak, carbon, internuring and recent time,. As a ring of the energy revolution, the new energy car is pushed in control carbon emissions. With the rapid rise of new energy vehicles, and the recent lithium carbonate enters a new round of price increase cycles, when the retired dynamic lithium-ion battery can be used, how much market space has become a hot spot.
The Fin Federation reporter interviewed in my country's Lithium Industry Situation in Baichuan Yingfu, and the experts believed that the 2030 retired dynamic lithium-ion battery or reached the scale of millions of markets. At present, the industry is accelerating development, and the players enter the bureau. C.
Cui Dongshu, secretary-General Cui Dongshu, secretary-General of the Multi-market Space Multiplier, believes that car carbon peaks is the most difficult, " At the same time, control the fuel consumption of traditional vehicles and falls, in order to realize comprehensive carbon Dhame peak in the automotive industry. "2020 global new energy car sales is expected to be 1.7 million, my country's operating new energy vehicle power lithium-ion battery report is 3-5 years, private passenger car battery scrap cycle is 5-8 years.
In 2015, my country's new energy car market began to explode, and the earliest new energy car has entered the power storage battery. Since our last year, the powerful lithium-ion battery scrap volume is basically doubled, but because of the less preceding amount, the total amount is not much. However, it is about to usher in the well-injection retirement, and it is expected that my country's retired battery will accumulate up to 250.
65GWH, about 19.777 million tons. "The market is still the recovery of lithium iron phosphate ion batteries in recent years.
Zhao Xiaoyong, a general manager of Beijing Saidimei Resources Rehabilitation Research Institute Co., Ltd., said to Fin Federation, "Because the three-yuan lithium-ion battery is in 2015, the proportion is around 20%, and 2016 is not high.
In the next 5, 6th, still taking iron lithium. "At present, there is more than 5.5 million new energy vehicles, and the market is forecast for 2030 or will reach 80 million-1100 million.
The March of the Everbright Securities believes that the three-yuan battery market will take the lead in the consumption, 2022-2023 or an important inflection point in the industry. Take the current price, 2020-2030, the accumulated recycling space of the ternary battery will reach 13.5 billion yuan.
Lithium phosphate ion battery ladder will be used in the accumulated market space to reach 680/16.3 billion yuan, respectively. Zhao Xiaoyong believes that by 2030, only the market that only recovers the lithium-ion battery can create a value of $ 18 billion (about 117.
8 billion yuan), which may drive dozens of listed companies. Each of the players accelerate the above-mentioned development of the ON CTD, the amount of lithium battery will reach 25TWH in 2020-2060, according to the 1GWH battery corresponding to 2,000 tons, the lithium carbonate is about 15 million tons. Considering environmental protection factors, lithium resource area constraint, lithium price factors, lithium-ion battery recycling is also necessary.
Guotai Junan Non-ferrous Metal Chief Analyst said in my country's lithium industry situation seminar, it is important for the important supply of domestic smelters in the country, and the current factors, my country's funds are difficult to enter Australia, and the company can only go to find Africa, Canadian mine, South American salt lake and excavation domestic lithium resource potential. "We hope that by 2030, the amount of material, such as cobalt, nickel, lithium, etc. Such mineral resources will have greatly reduced foreign dependence, and it is also conducive to the protection of the environment.
"Zhao Xiaoyong said. Taking lithium as an example, after the 2015 new energy car market, the lithium prices have experienced huge fluctuations, the high point can reach 180,000 yuan / ton in 2017, last year is 38,000 yuan / ton at the bottom, currently the lithium carbonate price is In a new round of price increase cycle, return to around 85,000 yuan / ton. The largest lithium price is largely due to the supply mismatch, the resources are important by mineral replenishment, and the production of mineral production should be a certain cycle, which objectively drives the demand for retired dynamic lithium-ion battery recovery.
Ningde Times (300750.SZ) was started in 2013, starting the acquisition of Guangdong Bangpu Circular Technology Co., Ltd.
, layout lithium-ion battery recycling business. Guoxuan Gao (002074.sz) was announced on March 22 that will invest 12 billion yuan to build a production base including the upstream of the powered lithium-ion battery and battery recycling.
Lithium-electric material leader Huayou cobalt industry (60379.SH) also in March also said that waste-free lithium-ion battery resource recycling is the industry being cultivated, and there is currently 65,000 tons of production in the year. "Materials company admission is to do industry extension.
Not very optimistic about the layout of the battery company unless there is enough to support the business, otherwise it will not be lost because it can only control the waste and waste batteries in the production process, and the battery replacement. "Zhao Xiaoyong said. .
Copyright © 2024 iFlowpower - Guangong iFlowpower Technology Co., Ltd.
