Power Lithium Battery Recycling Market Earruption: Only 5 companies "finalists" compliance list

　　Author ：Iflowpower – Portable Power Station Supplier

Recently, the Ministry of Industry and Information Technology announced the first batch of "New Energy Automobile Waste Battery Comprehensive Utilization Conditions", including Guangdong Guanghua Technology Co., Ltd. (hereinafter referred to as "Guanghua Technology"), Jingmen Greenmeal New Material Co.

, Ltd. (below Abbreviation "Jingmen Greenmei"), Hunan Bangpu Circular Technology Co., Ltd.

(hereinafter referred to as "Hunan Bangpu"), Zhangzhou Huayou Cobalt New Material Co., Ltd. 5 companies.

New energy automotive production is already in the "explosive period", and the recycling of waste-powered lithium-ion batteries is still in the stage of "striking stone crossing river". According to EVTANK research data, it is expected that my country's powered lithium-ion battery recovery will reach 422 million tons in 2022, and the scale of ladder use and recycling dismantling market will reach 13.1 billion yuan.

However, the overall return of the overall lithium-ion battery in 2018 has not been formed, and the company's profitability is affected. In this regard, "my country's Business News" reporter contacted Guanghua Technology, Greenmeal Co., Ltd.

(Jingmen Greenmeal, the parent company, hereinafter referred to as "Greenmei") interviewed, as of the time period, no reply. Wang Jingzhong, Vice Chairman of my country's Battery Industry Association, said that in the early days of the development of the industry, we must set a certain threshold for the company in the industry to prevent the company from pollution to the environment. Under the influence of the outbreak in recent years, under the influence of policy support and other factors, new energy vehicles have developed rapidly, driving the accelerated layout of the dynamic lithium-ion battery market.

It is understood that in 2014, domestic battery production was 3.7GWH, and the installed capacity of the lithium-ion battery in 2017 was 36.2GWH.

Based on this, the power lithium-ion battery recovers the market or will usher in new opportunities. my country's Battery Alliance United Beijing Green Zhizhui Energy Technology Research Institute announced that the power lithium ion battery recycling industry report (2018) showed that the retired power lithium-ion battery will be carried out in accordance with first implementation of steps, and then perform resource regeneration recycle and re-use. According to estimates, the battery recycling market will reach around 6.

5 billion yuan in 2020, of which the rails use the market size of about 4.1 billion yuan, and the renewable use of market size is 2.4 billion yuan.

Many companies have increased the layout to meet the market. It is understood that Guanghua Technology has been cut into lithium-ion battery production from 2017. In October 2017, a 150-ton / month-based battery recycling demonstration line was built in Shantou in Guangdong.

In May 2018, Guanghua Technology set up Zhuhai Zhongli New Energy Technology Co., Ltd. with its own funds, carrying out steps of lithium-ion batteries, recycling, dismantling and re-manufacturing.

Green Mei has recently signed a contract with the Ningde Municipal People's Government, plans to build Ningde New Energy Materials Industry Park and Ningde Circular Economic Industry Park. Jingmen Green Mei also established a joint venture with Yongqing Technology Co., Ltd.

, the initial goal is 50,000 tons of power lithium-ion battery with three yuan precursor materials, 20,000 tons of power lithium-ion battery with three yuan positive material. In addition, there are many "players" in the form of acquisitions. In 2015, in 2015, the acquisition of Guangdong Bangpu Circular Technology Co.

, Ltd. (hereinafter referred to as "Bangu Circulation"), Hunan Bangpu is a Bundu Circulation subsidiary; Xiamen Tungsten and Beiqi New Energy holds Zhangzhou Haopeng 47% shares and 4.47% shares.

Yang Qingyu, director of my country's Battery Alliance Research, said that some materials companies, vehicle companies, power lithium-ion batteries, etc. have been layout for 1 to 2 years in the power lithium-ion battery recycling business, but most of them only account for 1 ~ 2 parts. Greenmeal said that environmental protection and new energy industries are entering the rapid development period, and there will be a large number of potential competitors to enter this area through project investment, mergers and acquisitions, seeking cooperation and other ways to enter this area, further intensifying industry competition.

Guanghua Technology, mentioned that the company's lithium-ion battery material recycling business is a new business field launched by the company. A large number of large-scale central enterprises since the past two years, local state-owned companies and private capital into the field of waste treatment. In addition, Guanghua Science and Technology said that the current level of waste treatment and low market concentration.

Wang Jingzhong said that 2018 is the year of recycling of batteries rather than outbreak, the current number of new energy automotive batteries has reached the number of revisit periods. Yang Qingwei also said that the current dynamic lithium-ion battery recovery industry is in the early stage of explosion, and the overall retiring volume of 2018 is not a scale. The industry norm is a top priority in the early stage of the industry, the recycling of the waste-moving lithium-ion battery is still in the stage of "the stone crossing the river", and the relevant management specification is gradually improved and promoted.

At the beginning of 2018, the Ministry of Industry and Information Technology jointly announced the "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling and Utilization, Encouraged the development of ladder utilization and regeneration, driving power storage battery recycling mode innovation. Emphasized the implementation of the production person's responsibility extension system, requiring automobile production companies to undertake the main responsibility of the power storage battery recovery, which has begun to implement on August 1, 2018. On September 5, the Ministry of Industry and Information Technology announced the first batch of "New Energy Automobile Waste Body Battery Comprehensive Utilization Conditions".

From the current perspective, the Ministry of Industry and Information Technology temporarily publishes five companies that are truly in line with industry standards, or still need to continue to improve. According to data, there are more recycling small workshops in the recycling channel of the existing power lithium-ion battery, and the recycling channels are not standardized or caused by industry development. Taking the development of the lead-acid battery recovery industry as an example, in 2011, my country's Battery Industry Association was submitted to the relevant departments, suggestions for the recovery system of waste lead-acid batteries, the 80% recycling share was occupied by non-regular small companies.

It is understood that in order to reduce weight loss, there is a small workshop master to change the acid before transportation, easy to enter a large amount of acid solution into the groundwater system and soil forming pollution. The publication shows that although the lithium-powered lithium-ion battery does not contain lead, cadmium and other heavy metals, there is still nickel, cobalt, manganese and other heavy metals, electrolytes, and fluorinated organic matter in the electrolyte. Lithium hexafluorophosphate in a lithium-powered lithium-ion battery electrolyte, it is easy to hydrolyzate in the air environment, a harmful substance such as pentafluoride, hydrogen fluoride, has strong corrosive use to the human body, thereby pay special attention to the treatment of lithium solvent and hexafluorophosphate.

Wang Jingzhong said that the power lithium-ion battery recycling industry must threshold and standards from the beginning. "The company either does not deal with, or all-round processing. Preventing the company from dealing with the material that can only be profitable for the benefit, contamination of the environment.

"Cost and profitability is now, for most companies, the layout dynamic lithium-ion battery recovery is" pre-rain ". At present, the industry has not formed, the layout is large, and many companies should solve the balance of investment and income at this stage. According to the data, Guanghua Technology and Greenmei in the first half of the year are rapid in the new energy battery material business, but the gross profit margin has a slight decline.

In addition, more funds consumed during the expansion of the layout process. Recently, Guanghua Technology announced the 2018 half-year report, which mentioned that the sales revenue of lithium-ion battery material was 99.3789 million yuan, up 101.

49% year-on-year; the gross profit margin was 27.31%, a year-on-year drop 2.18%.

In addition, the report refers to the new investment of approximately 111 million yuan in the "Technology Center Upgrade Reconstruction Project" and "annual production of 14,000 tons of lithium-ion battery positive material construction project". Greenmei also mentioned in the 2018 and semi-annual report that the new energy battery material operating income is 404278, 41 million yuan, up 98.70% year-on-year; gross profit margin is 22.

95%, a year-on-year drop of 3.26% year-on-year. Recently, the joint venture company and the Fu'an Municipal Government signed a powerful lithium-ion battery three-yuan positive material project investment agreement with the Fu'an Municipal Government.

The total investment of the project is about 1.85 billion yuan. In addition, in the first half of 2018, Greenmei has a new increase in financial expenses and management costs.

It is understood that the company adds an interest rate to meet the funds required to expand the scale of production and operation, and the financial expenses are 3003 million yuan, adding 36.79% from the same period last year; the management cost is 466 million yuan, with a year-on-year increase of 65.24%, important causes company R & D Added new and output of salary and depreciation amortization costs.

Yang Qingyu said that some company has a good profit, first of all, due to the income of the industry, then the price of lithium-ion battery materials fluctuate, the ladder uses the recovery cycle and also affects the company's income. Yang Qingyu mentioned that the five companies announced by the Ministry of Industry and Information Technology have become more standardized and basically belong to profitable companies. Wang Jingzhong said that the large-scale scrap will wait until 2 years, many companies face the "unsaturated" situation.

"Power lithium-ion battery recovery processing can achieve a profit after reaching quantity requirements. "In addition, some companies have higher cost and efficiency, which is difficult to coordinate and efficient, and it is easy to lead to losses.