Power lithium-ion battery recovery pain points: company is difficult to profit

2022/04/08

  Author :Iflowpower – Portable Power Station Supplier

"Interim Method for Recycling Management of New Energy Automobile Power Battery" will be implemented from August 1 this year, currently car processing merchants, power lithium-ion battery processors are in the recycling industry to grasp the layout. So when the wind is coming, is the industry is really ready? The relevant policy is about to be implemented, under the huge market temptation and the non-commitment of the responsibility for recovery, the vehicle enterprises and the battery factory have launched the battery recycling business, accelerate the horse Circle and bind recycling channels. However, from the current situation, the recycling of retired dynamic lithium-ion battery is still in the exploration stage, and most of the recycling companies have little profit, even loss.

Recycling manufacturing costs high-profile new battery prices have declined, making the battery ladder to become a deadlock. Zhang Ying, secretary general of my country's Recycling Resources Recycling Association, said that new energy automotive battery recovery has just started, many reportable batteries have not entered regular channels, market lack of norms. Since the industry is in the wilderness, a large number of car enterprises have implemented prices, causing most of the used dynamic lithium-ion batteries fail to flow into legal solutions, the actual solution is worrying.

Dynamic lithium-ion battery recovery can be used in accordance with the degree of scrap. The ladder uses light scrap, and can be used in the energy storage device and low-speed electric vehicle. After the ladder is used, the battery will reach the extent of the secondary retraction will enter the renewable utilization link.

Regeneration utilization belongs to severe scrap, through chemical methods to extract lithium, cobalt and other noble metal electrode materials, achieve the purpose of re-manufacturing. At present, several large companies with recycling ability are trying to recycle, and some are only renewable, and there are both combined, but there is basically no profit, and even lose money. Try to carry out these businesses, one is for the responsibility of the recovery, the second is to pretend in advance.

The difficulty of the ladder is that because each vendor battery variety, performance, specifications, polarization methods are completely different, the battery consistency problem cannot be processed after re-matching. Gao Weiqiao, deputy general manager of Huawager Cycle, said that because of small scale, the recycling channel is not perfect, leading to the unstable raw material recovery, some companies have discovered that cooperative companies have irregularities. "There is a qualified person, there is no qualified person is also engaged.

"There are many companies with traders to use the recycling business. If considering the technology, safety, according to the normal battery processing and manufacturing process, the ladder is currently in the loss stage. Industry people who do not want to be named indicate that the ladder uses the battery in the storage category to be 9 years and can achieve profitability to the sixth year.

But if you have a simple assembly of violence, many irregular traders will use the company to get a lot of benefits in a short time. For example, there are many domestic retired batteries that have been unregulated on low-speed electric vehicles, charging treasures, etc. Presence of gray zone.

"Industry people said," Some charging treasures come from second-hand used batteries, and even some born batteries can be sold in the beautiful packaging by simple solving, this is a lot of not standardized ladder. "At present, it is basically light asset, making a ladder, and is a heavy asset. Many new companies do ladder use or regenerative use without considering, detailed technical routes and business models have not been blind.

"Yu Navy, general manager of Hunan Bangpu Circular Company," said that "steps are not easy to buy. If the life cycle, emissions, energy consumption is calculated, as long as the technical progress, the new unit price will continue all the way. Under the trend of resource prices, the total cost advantages and scale economic effects of regeneration use will become more distinct.

"" The current discussion is 5-18 years later. With the rapid decline in battery cost, the vehicle factory is more willing to buy a new battery, and the ladder may not be present. "Gao Weiqiao said.

At the same time, the renewable use of the advantage is also very thin. The dynamic lithium-ion battery currently retired is mostly lithium iron phosphate. Lithium iron phosphate ion battery is low, and there is no profit with traditional wet recovery.

Most companies are reluctant to recycle. Therefore, reducing the power lithium-ion battery recovery costs become the focus of the industry. New battery prices are getting lower.

If the retired battery recovery is too high, the re-manufacturing cost can't be reduced, the battery and new battery after the trail are not competitive, the ladder is used or the proposition. Li Yoko, deputy director of the Automobile Industry Policy Research Office, said that the most important factor restricting the recycling of dynamic lithium-ion batteries is that the market stock is still not big enough, and the recovery flow is too dispersed. From the current situation, the recycling solves battery costs should include professional assessment, professional packaging, professional warehouse transportation, environmental protection, technical equipment development, labor tax, depreciation sharing.

In addition, storage and circulation links are not smooth enough, and the recycling system needs to be improved.

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