The first wave peak of over 100 billion battery recycling market has been

　　Author ：Iflowpower – Portable Power Station Supplier

In recent years, my country's new energy auto production has continued to rise in high-speed growth in the world, maintain the world's first. As it is, the problem of power lithium battery recovery is increasingly prominent. According to the useful life of the vehicle power lithium battery 5-8 years, in 2014, the battery launched in 2015 entered the batch scrap period in 2020.

Data show that 2019 global power lithium battery accumulated recovery of about 120,000 tons, the market size is about 10.5 billion yuan. Industry estimation, in 2020 my country's power lithium battery recovery will reach 26.

69GWH (about 200,000 tons), the corresponding market size has increased significantly from 137% to 17.5 billion yuan, this is the first wave of lithium battery recovery peak; to 2025 Then there is 110GWH (about 800,000 tons) power lithium battery to be recovered, and the corresponding market is more than 70 billion yuan. From a longer time and from a global perspective, the International Energy Agency expects that the global lithium-ion battery recycling market will rise to 20 billion euros (about RMB 164.

8 billion) in 2030. This is a huge cake. Policies to promote waste of old dynamic lithium batteries, if not recycling, the potential harm to people and the environment is obvious.

Recycling reasonable recycling, it is not only possible to avoid hazards, but also improve the recycling of battery raw materials, and policies have given sufficient attention to this. On August 5, in order to regulate the recovery of scrapped motor vehicles, strengthen the recycling and dismantling management of the report, the Ministry of Commerce, the Development and Reform Commission, the Ministry of Industry and Information Technology, and the implementation rules of the "Recovery Management Measures" (hereinafter referred to as "Rules" ). The "rule" has clearly defined from the aspects of qualification and management, recycling of dismantling behavior, recycling behavior, supervision and management, legal responsibility, etc.

, from September 1, 2020. More than "rules" on September 1. As early as April 29, the 17th National People's Congress Standing Committee passed the revised "Solid Waste Control Law of the People's Republic of China" (referred to as "solid waste law"), this year Officially implemented September 1.

The new "Solid Waste Law" stipulates: 1. Strengthen the responsibility system, battery brand and big agents will involve waste battery recycling; And illegal disposal is more than 3 tons, if there is no recycling certificate, a large number of hoarding, the old battery will make criminal law, etc. In other words, the new "Survival method" will severely crack down on the non-compliant "small workshop" battery recycling.

On the other hand, it is better to standardize the operation of the battery recycling company. Under policy drivers, my country has initially formed a recycling system that is co-consisted with multiple parties such as vehicle, battery companies, materials companies, third-party recycling companies. As far as the total number of companies related to the current power lithium battery recovery, the inspection verification data shows that there are 208, including 41 new year ago, this year's new company accounts for 19.

71%. At present, there are 3,000 companies in my country's business scope of "battery recovery". In recent years, relevant company increments have risen year by year, only 700 new companies in 2019.

Specific company, it is understood that a large number of power lithium batteries such as Ningde Times, BYD, Greenmeal, Nandu Power, Sandton, China AV, China University, Swong Technology and other large batteries are all in the field of battery recycling field. For example, in August 14, investors asked "Can I recover new energy cars?" China, Nandu power reply, the company's subsidiary China Platinum new materials, Nandu Huayu and Central South University have established technology joint development The group, while having its own R & D team, the R & D and application of lithium-ion battery recycling and re-use key technology, as of 2019 disclosure, the company's first year of treatment 25,000 tons of waste lithium ion battery recycling project has received construction License, is working on equipment bidding. Green Mei's deep-cultivation resource circulation utilization area for many years, "With the arrival of the dynamic lithium battery, the company's cobalt nickel recovery is expected to continue to rise.

"Greenmeal thinks. Green Mei said, revolving around "battery recycling - raw material reconstruction - material recreation - battery pack reconstruction - new energy car service" new energy cycle value chain Recycling agreement and unconventional cooperation, including BYD Auto, Beiqi, Juanluo, Jaguar Road Tiger, Toyota Industrial Vehicle, Dongfeng Honda, Ningde Times and other new energy automobile production companies and battery companies. Green Mei revealed that from 4 to May this year, the number of recycling of its dynamic lithium battery pack has exceeded last year, and it is expected to double up all year round.

Summary: In fact, the huge power lithium battery recycling market, and it is not as good as the first wave of peak is now the first wave. Because the more developed, the more developed, the year is the year, and there will be no low valley period in the next few decades. Library dynamic lithium battery recycling market and has explored profit models, inevitably becomes big in the future!.