Research and analysis of dynamic lithium battery recycling market

　　Author ：Iflowpower – Portable Power Station Supplier

New Energy Automotive Industry Department's national strategic emerging industry, is the key point of the "13th Five-Year Plan" government industry support development, carrying out an important mission of my country's automobile industry to "auto national" to "car power", my country's new energy automobile industry Has entered the rapid development period. GGII data shows that my country's new energy vehicle sales have increased significantly from 2012, and sales from 12,000 to 7.8 million vehicles in 2017.

New energy automobile production and sales volume promotes the amount of lithium-ion battery, 2017 my country's lithium-ion battery market size is 1.35 billion yuan, the power lithium-ion battery output value is 72.5 billion yuan, and the output value of power lithium ion battery accounts for 54%, exceeding digital lithium ion battery scale.

, Becoming the largest field of lithium-ion battery consumption structure. As the power-free lithium-ion battery in 2012-2014 is approaching, in 2018, it is considered to be the first year of the dynamic lithium-ion battery, driving the rapid rise in the scale of the radiopulmonary battery, and the waste-powered lithium-ion battery has become battery recycling. Important rising point.

The ideal model for the recycling of the power lithium-ion battery is the first laminated renewable utilization, but the current power lithium-ion battery scrap treatment is still based on dismantling recycling. GGII statistics, 2017 national ladder utilization and dismantling the scrapped lithium-ion battery (including digital lithium ion batteries) a total of 83,000 tons, of which the battery dismantling is 95%. The reason why the ladder uses is relatively small includes: 1.

Battery manufacturers are reluctant to undertake battery safety risks, do not want to spread the battery again into the market again; 2. There is less in the past, and the old battery matches is more difficult; 3. Current motivation Lithium-ion battery ladder use technology is still immature, and it is necessary to continuously carry out technical accumulation; 4.

The energy storage market, re-use market space has not released. In recent years, relevant national departments have enacted a number of policy documents and guidance for multiple lithium-ion batteries recycling. On February 26, 2018, "Interim Measures for the Administration of New Energy Automobile Power Battery Battery Recycling" announced that the automotive production company should establish a power storage battery recycling channel, responsible for recovering the use of new energy vehicles and the waste battery that appears after scrapped, while Power lithium-ion battery companies should supply support in battery design, production and recycling.

However, the current recycling mechanism remains to be improved, the battery recovery channel is not smooth, the people's environmental awareness is more faint, and the waste is seriously abandoned. GGII believes that as the corresponding implementation rules have been introduced, the competent authority will strictly supervise, the waste-powered lithium-ion battery industry will gradually standardize, the business model will gradually mature, and economic will be reflected. In contrast, the cobalt content of digital batteries is high, the recovery economical value is greater, and the market is large, and it has already entered a relatively mature stage.

The annual scrap volume is relatively large, has formed a relatively stable recycling business model, but only the total recovery is about 40%, still has a large number of scrapped cells without entering the recovery processing system. .