Power lithium battery this year or welcomes the first batch of retired tide capital to take a billion recycling market


  Author :Iflowpower – Portable Power Station Supplier

As the core of the new energy vehicle industry chain, the dynamic lithium-ion battery industry has a rapid development of the scale, and it is also difficult to create a circulating model. Regardless of environmental protection, resource utilization, cost compression, the rise of power lithium ion battery recycling business is inevitable. Recently, the National 7 Ministry of Party jointly issued the "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling and Utilization" (hereinafter referred to as "" Measures "), further promoting the industry recycling system.

Some analysts believe that with the rush of all the capital, the scale of the power lithium-ion battery is expected to make a break in 2018, thus forming a new wind in the future. Battery recycling due to cobalt benefits the hot extent of new energy vehicles development, can be a glimpse of metal cobalt from one of the power lithium-ion battery. At present, domestic cobalt market average price is over 650,000 yuan / ton up, about 540,000 yuan / ton of 2018, has risen by more than 20%, and the price of 290,000 yuan / ton of early February 2017 is more recorded.

124% increase. The demand is too popular, the supply is insufficient, which is undoubtedly the original power of cobalt prices. Red 2017, the small metal cobalt in 2018, not only with fire, Cobalt industry, Huayou cobalt industry, etc.

, but also let the recycled cobalt market enter the vision of capital chase. The current battery material consumption accounts for about 60% of the total amount of cobalt consumption, so-called regenerated cobalt, that is, the process of recovering the cobalt reuse of the price of cobalt by recovering the waste battery. As my country's largest, the use of abandoned resource cycles and reproduces ultra-fine cobalt-based powder, Greenmetan dynamic lithium-ion battery recovers become cobalt, recently, has gained a wave of market in the secondary market, stock price 5.

69 yuan on February 9 / Shares, oscillating up to 8.29 yuan / share height from March 15, more than 45% increase in more than a month. Green Mei's regenerated cobalt production is not small.

The financial report shows that the company has about 4,000 tons through the recycled recycled recycled cobalt metal, and there is data statistics. In 2016, my country's self-produced cobalt mines were only 7,700 tons. Guojin Securities have been reported before, and the price of cobalt rose 10,000 yuan per ton.

Green Mei Ma will thicken approximately 1 billion. The company has increased multi-subspend and self-funded, and continuously increases the output of three-dollar precursors and positive electrode material production, forming 100,000 tons of three-dollar precursor and 60,000 tons of positive material material, alignment metal cobalt production 20,000 tons. It is expected that the company Wuxi base in 2018 is put into production.

In 2019, the 10,000-ton precursor project in 2019 will also be put into use. Under the continuous rising rising price of cobalt, Greenmei has harvested the best profit since the listing. According to the company's 2017 performance express delivery, the business income is 10.

523 billion yuan, up 34.29% year-on-year; net profit of 6003 million yuan, up 128.56% year-on-year.

The company said that the performance of the performance has increased significantly from the battery pack, and the sales scale of cobalt nickel tungsten plates increased. The policy is quite variable to be treated with a lithium-ion battery recovery not only cobalt. At present, the important application direction after the recycling of power lithium ion batteries is mainly based on the ladder utilization and the price of metal.

Due to factors such as technical difficulties and cost constraints, the marketization of the dynamic lithium-ion battery is still facing many problems, and the use of waste batteries "dismantling recovery, turning into treasures" is relatively mature. In addition to metal cobalt, nickel, lithium, etc. in ternary batteries is higher.

CITIC Securities Bow Yongfeng pointed out that ternary materials are generally divided into nickel-cobalt manganese (NCM) and nickel-cobalt aluminum (NCA). In the most common NCM 111, nickel, cobalt, manganese accounts for 12%, 3%, and 5%, respectively, with high recovery and reuse value. Although the lithium iron phosphate ion battery does not contain rare metals such as cobalt, nickel, but the lithium content reaches 1.

1%, and the corresponding lithium content in the lithium mine developed in my country is only about 0.4% -0.7%.

As with the same metal resources such as cobalt, nickel, lithium, and the rapid development of new energy vehicles, the market supply should not be obvious, and the prices in recent years have risen. According to the statistics of the business society, the battery-level carbonate experience has skyrocketed, and the price of the factory in Shanghai is now 165,000 yuan / ton, and is in a historical high. The price of tetraoxide is less than 150 yuan / kg, nearly 400 yuan / kg in 2016.

In addition, the price of Shanghai-nickel main contracts in the futures market rose from 6.43 yuan / ton in February 2016 to 10.17 yuan / ton, and there are nearly 60% of the increase.

In addition to the recycling of resources, the power lithium ion battery recovery is also the direction of environmental protection. It is well known that waste-powered lithium-ion batteries contain a large number of heavy metals and organics, which must not only form severe pollution in natural environments, but also human health. Arrow Yongfeng believes that although the waste-lithium ion battery does not include a heavy metal element such as mercury, cadmium, lead and other toxicity in the dewichi, but it contains heavy metallic compound, lithium hexafluorophosphate, benzene, ester compound, is difficult to be Microbial degradation.

Based on the recycling of power lithium-ion batteries, the extensive resource value and social value, since 2009, my country has successively promulgated dozens of rules and policies to support battery recycling to realize commercialization. In February 2018, the Ministry of Industry and Information Technology, the Ministry of Environmental Protection, etc. are jointly announced the "method".

It is clear that the establishment of a comprehensive power storage battery recycling system is established, accelerating the commercialization, systemization of battery recycling. In this regard, the vice president of Camel Shares, General Manager of the Institute, Summer Shizhong, replied that "Method" core measures are coding and traceability management, establish a unified power lithium-ion battery product coding standard, traceable information management system and related information sharing Mechanism, ensure the source of the power lithium-ion battery product can be checked, go to the chasing, node controllable. Clarified the dynamic lithium-ion battery design, access, production, sales, maintenance to the number of requests and recycling and renewal use, and proposed punishment mechanisms, such as the smooth landing, strict implementation will promote the recycling of dynamic lithium-ion batteries Order development.

At the same time, while the multi-channel capital is supported, the dynamic lithium-ion battery recovery is an important part of the end of the industrial chain, which has also attracted third-party recycling companies, battery manufacturers and lithium-electric materials companies and other capital rushing layout. As a representative of third-party recycling company, Green Mei, Hunan Bangpu and other companies have been recycling and renewing the lithium-ion battery for many years. It has also established a stable recycling channel with Middle and downstream companies in BYD, BMW, and is the current domestic power lithium-ion battery.

The mainstream power of the recycling market occupies more than 90% share. Since 2014, battery manufacturers represented by Guoxuan Haoke, China AV, have begun to launch in a way in the way they cooperate or cooperate with third-party recycling companies. China AV Lithium 2014 self-built first power lithium-ion battery recovery demonstration line, copper aluminum metal recovery rate of up to 98%, the positive electrode material recovery rate exceeds 90%.

Shenzhen Bick In 2015, Shenzhen Buck Invested 200 million yuan of self-built new energy vehicle dismantling and recycling projects, can construct 20,000 scrapped vehicles and 30,000 tons of power lithium-ion batteries, which have started construction at the end of 2015. Guoxuan Qika 2017 completed the resource recovery line of 2000AH battery in 2017, as well as the test line of the day-handed 2000 battery, the test line, the same year and Jinchuan Science and Technology, 200 million yuan in Anhui, Gansu established Two battery resources circular utilization technology companies. On March 10, the camel shares of the main lead-acid battery will invest 5 billion yuan, in the construction of a dynamic lithium-ion battery, the main lithium-ion battery, covering an area of ​​1500 acres in Hubei Province.

After all of the projects, the ability of the annual recovery treatment of about 300,000 tons of waste dynamic lithium-ion batteries and corresponding positive electrode material production power was formed in 2025, and the annual output value was about 7.5 billion. "The above investment is conducted in two phases, of which about 3 billion yuan in 2018 to 2023 is used in technology research and development and industrial park construction.

2020 to 2025 investment of about 2 billion yuan, used in the research and development and production of positive materials. "Xia Shizhong believes that as a battery manufacturer, the company has cooperative cooperation with major host plants across the country, so the driving force for lithium-ion battery recycling channels from the car can be effectively guaranteed. At the same time, the company's lead-acid battery after-sales and recycling outlets all over 29 provinces, and the dynamic lithium-ion battery logistics channels are also more stable.

In the future, the company will plan to use electric vehicle industry intensive district layout in North China, Huazhong, East China and South China according to the waste cycle of the waste-powered lithium-ion battery. As the upstream of the power lithium-ion battery industry chain, lithium-electric material companies are also eager to depth into the recycling area. In February 2016, the lithium-illegitimate statement said that the company intends to establish a wholly-owned subsidiary Jiangxi Zafeng Circular Technology Co.

, Ltd., invest 12 million yuan to build a lithium metal waste recycling cycle utilization project. It is reported that the construction of a lithium metal waste recycling treatment plant has achieved a circular production force of 5,000 tons of waste using lithium, cobalt and nickel, which is beneficial to further improve the company's circular industry layout.

In April 2017, Huawager cobalt industry announced 70% equity of the Korean regeneration metal raw material processing company TMC company, clearly indicating investment in resource cycle business, and expects to speed up the development of resource cycle business. In August 2017, Cold Cobalt Notice was announced by 100 million yuan to establish a wholly-owned subsidiary Zhangzhou Han Rui New Energy Technology Co., Ltd.

, the recycling, processing and utilization of waste metal, etc. of lithium-ion batteries, magnetic materials, etc. Waste recycling and wet smelting production line project, officially announced into the field of waste recycling in new energy industry chain.

The technical scale problem is to be solved, although the prospects are bright, but the power lithium-ion battery recovery is still in the starting stage, scale, and technology still have multiple difficulties. "Power Lithium Ion Battery Recycling Market needs to form information traceability system for battery full life cycle, and design standards, market pricing is currently not formulated. "Xia Shizhong told reporters that retired dynamic lithium-ion batteries have resource levels, but the recycling market supervision is not strict, the recycling channel is numerous, so the market price is chaotic and opaque, causing vicious competition, can't effectively guarantee the cost of the legal compliance.

force. At present, the market has not established an effective power lithium-ion battery recovery mode, and the overall is inadvertent state, not size. Battery is extremely easy to flow into individual private, retailers, automotive repair shops and other non-professional recycling institutions, resulting in waste, secondary pollution, etc.

What is even more, the recycling power lithium ion battery is simply treated again, and it is seriously harmful to people's road safety. He said that due to the risk of disassembly of waste dynamic lithium-ion battery, and the current scrapped pre-dynamic lithium-ion battery has no unified coding and size standards, so the automated dismantling is more difficult. In addition, the industrial policy of all localities is not perfect.

In addition, there is no technical guarantee and social responsibility, the medium-sized company has rudely recovered the waste power lithium-ion battery, which leads to a low efficiency of the price, and the contamination and discharge, so that the entire lithium-electric recycling industry is subject to local governments and environmental protection. Department of misunderstanding. It is said that the current industry is urgently needed to travel to the automobile main plant, battery supplier, and third-party battery recycling company.

The remaining capacity of the power lithium-ion battery according to the basic data of the retired battery and the basic data of the retired battery. Composition of raw materials, convenient power lithium ion battery reorganization ladder use and classification recovery treatment. At the same time, the structural design of the power lithium-ion battery should be unified, and the design of modular, easy to disassemble is started from the battery module, which is easy to dismantle and restructuring.

In addition to the industrial normative deletion, many technical difficulties, high-income process costs, also make the profitability of the power lithium-ion battery recovery company is not optimistic. CITIC Securities Research News claims that most participants in the current dynamic lithium-ion battery are in the model project or a micro-profit business state, and the scale effect is formed, and the cost is the important breakthrough point of the current dynamic lithium-ion battery. Given the current scale and volume of the current dynamic lithium-ion battery, as the industry is constantly improving, and the leading company continues to drive the scale of the industrial upgrade, the cost of the cost is gradually developed in the future industry.

Reduce. Green Mint Ouyang Mingzhi has also said that the important issue of dismantling recovery is difficult to form a scale effect, and the ladder use also has a technique of immature, and the cost is higher. Before 2018, due to the new energy vehicle's power lithium-ion battery has not entered the scrapped end, the battery available for recycling is very limited, leading to the company's difficult recycling.

"Lithium-ion battery recovery technology route is more complicated, and the recycling process is high. Further, the value of the three-yuan positive recovery is high, and the value of positive electrode recovery such as lithium phosphate system is low. "Xia Shizhong also said that high tax, increasing environmental handling cost, policy implementation is not in place, the lack of incentive mechanism has a big challenge on the commercial feasibility of the dynamic lithium-ion battery recovery industry, and the recycling company only has a large-scale development.

Can bring profitable space. Large-scale development is expected to break the scale development of dynamic lithium-ion battery recovery companies, in 2018 or expected to achieve. Guangfa Securities The previous report, the dynamic lithium-ion battery has achieved super high speed from 2014, and has been more than four years of history.

At present, most of the powerful lithium-ion battery packs sell warranties for 8 years, and there are still 5 years before 2016, but considering that early battery production is still not mature, assume that the actual service life is 4 years, the system energy density is increased by about 15% per year. According to the measurement, the amount of powerful lithium-ion battery will be doubled in 2018, and the reports of the reports of 39,500 tons, 152,700 tons and 277,300 tons, 2018 to 2020, totaling 500,000 tons, respectively. The Sky Breeze Securities Investment Note that the powerful lithium-ion batteries produced by 2016 to 2020 will enter the "retired period" from 2018 to 2025.

In 2018, the lithium-electric recycling market will usher in the peak for the first time, and maintain high-speed rise in the next three years. It is expected that the size of the global lithium-electric recovery market in 2018 to 2020 is 4.14 billion yuan, 8.

29 billion yuan and 13.1 billion yuan. The CITIC Securities Research also pointed out that the average life of the passenger battery is 5 years, the taxi and logistics car average 2 years, and the electric passenger car battery life has average 5 years.

According to the measurement, in 2018, my country's new energy vehicle power lithium-ion battery will enter the large-scale retirement stage, and the retired dynamic lithium-ion battery reaches 11.99GWH, of which the three-yuan battery is 8.85GWh, a lithium iron phosphate ion battery 3.

14GWH. 2020 dynamic lithium-ion battery recovery will approach 25.57GWH (equivalent of 1857 million tons), 2022 movement lithium-ion battery recovers will be close to 45.

80GWH (equivalently 309,800 tons), 2018-2022 average compound increase rate of 59.10% The above, with metal value quantity, 2022 domestic power lithium-ion battery recycling market scale will exceed 10 billion yuan. "For the pre-dynamic lithium-ion battery, there is no uniform encoding and size standard, resulting in problems with the difficulty of automated dismantling, my country will announce the corresponding national standards such as coding, size, etc.

in February 2018, which takes the battery's ladder. Dynamic lithium-ion battery recycling standardization, scale problem is gradually solving. "Xia Shizhong said that in 2017, my country's new energy vehicle sales was 700,000.

Here, my country's new energy car has reached around 1.6 million vehicles, and a large part is pure electric car. Between 2020 movement of lithium-ion battery, the annual credit is expected to reach 32.

2GWH, about 500,000 tons. By 2020, the overall scale of lithium-ion battery recycling market will reach 15.6 billion yuan.

By 2023, the waste volume is expected to reach 101GWH, about 1.16 million tons. According to the development of new energy vehicles, the dynamic lithium-ion battery or the first batch of retired tides in 2018 will rise in the next three years.

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