Author ：Iflowpower – Portable Power Station Supplier
On the occasion of the sales of new energy vehicles, the bulk amount of the dynamic lithium-ion battery also attracted a wave of hungry wolves. Recently, Tesla plans to build a battery recovery system in the Super Factory of Nevada, USA. Although there have been many car companies and third-party battery packs to launch battery recycling business, but if you want to have a "right way" in the mixed battery recycling market in the fish dragon.
In 2014, my country's new energy vehicle entered the explosive rise in the subsidy policy support, according to the life of the use of the power lithium-ion battery 4 to 6 years, 2020, the domestic power lithium-ion battery will enter the peak period of the scrap. Although the billion-level battery recycling market has made people's heart, it is not optimistic. As the main force of the previous power lithium-ion battery, the small workshop is more difficult because of environmentally friendly pressure competition, even if it is insight into this Blue Sea, it is also in a dilemma due to the less raw material, environmental protection and other issues.
As the power lithium-ion battery recovers this business gradually go to the stage, enter the venue to agitate the pool water, create a new battery recycling order? The lace woman is difficult to be mile-free. Taking metal lithium as an example, the Chilean Copper Committee expects that with the development of new energy vehicles, by 2030, the global demand will be more than 4 times, reaching 1.79 million tons per year.
And with the demand for metal raw materials, the price is higher than the boat. In order not to be clampped by metal raw materials, Mask public urged miners to vigorously exploit, and called battery costs is a major resistance to Tesla Profit. It is not difficult to imagine that on the entire supply chain, the cost of battery-end has become a big tool for the regulation of profitable vehicles.
How big is this market size? Data show that domestic accumulated retired dynamic lithium-ion battery scale is expected to reach 200,000 tons in 2020 and will reach 780,000 tons in 2025. However, the battery recovery data corresponding to it is ity. Taking 2018 as an example, my country's dynamic lithium-ion battery retirement reached 74,000 tons, but the recovery of power lithium-ion battery is only 5,472 tons, only 7.
4% of the total amount of powerful lithium-ion battery. Why is the recovery rate so low? The battery recovery seems to be a lot, and it is very difficult to make profits. Under the game of battery standards, the economic performance of the tradder is still considered.
Furthermore, in the case of the decommissioning battery, it has entered the recovery period of the lithium iron ion battery. The battery is relatively small, and the recovery price is only one tenth of battery processing costs. In contrast, the metal value contained in the ternary lithium-ion battery is 7 to eight times, but it is not satisfactory in the formal army of the overall admission of the battery.
But more prominent problems is that the recycling channel has not yet been opened, and a large number of retired batteries flow into the informal channels, the hot market is in the dilemma of "no rice". The sky-eye check data shows that there are currently more than 3,000 battery recycling companies, but there are more than 30 companies with waste-powered lithium-ion battery recovery qualifications. Informal channels have formed a relatively mature industrial chain, first recovering the powerful lithium-ion battery from the 4S shop and other channels, and then selling to the small workshop with recycling technology, the small workshop is cost-saving, using the original manual disassembly battery , According to the exhaustive situation of the battery, becomes a new battery, or to the vehicle factory.
Skip recycling rates, pollution, etc., these players are full of money. In contrast, most of the regular power lithium-ion battery recycling company is very cool, and even the raw materials are now looking for.
It is undeniable that the players who are brought by Bowers can still survive with the advantages of closer to the market, but the economic benefits of battery recycling should be large and more mature recycling technologies. Obviously, these dispersed players are still difficult to shake this huge Market surface. Although the market is good, but the admission still needs cold and meditation no longer satisfied with the small dozen of the soldiers, and the giants of all parties are based on the cost of the supply chain to start to the power lithium-ion battery recycling market.
In 2018, the state was introduced "Dynamic Lithium Ion Battery Recycling and Processing Processor Responsibility Extension", clearly requiring car enterprises to undertake the main responsibility of battery recycling, Volkswagen, BYD, Weima, Ningde Times and other host plants, battery factory begins to build Power lithium-ion battery recovery system. For example, BMW and German Recycling Company Duesenfeld work, it is committed to raising the recycling rate of dynamic lithium-ion battery to 96% in the future. Volkswagen also announced that the recovery target value is 97%, and Toyota has formed a complete power lithium-ion battery recycling system.
On the other hand, third-party recycling companies represented by Hunan Bangpu, Greenmeal, Guanghua Technology, Huayou Cobalt, Saide, and Hao Peng Technology have had a certain scale of power lithium-ion battery recovery capabilities. The current dynamic lithium-ion battery recycling is gradually forming the recycling model of combined participation in the company, and the partners in all parties are also cross cross. At the same time, the government-related departments have also begun to introduce policy and clear responsibility, the establishment of the recycling system, and the level of industrial standards continue to improve.
In the long run, when the regular army is struggling, the traditional small workshop will have to be merged or straight. However, the current dynamic lithium-ion battery recycling market is still in the dark moment before the sharpness, and it will also further eliminate a large number of players. The foreground is very bright, but the exquisite examples of the raining hit, can be optimistic, as the global new energy car ownership is rising all the way, the power lithium-ion battery recycling is generally in the Ningde era, LG Faucet player.
However, the new bureau is still to consider whether the market is worthy of bet. This is a market that wants to fight for a long time. It is still in the wildfire to pay for a long time.
This allows legal players' profitable front to begin to eliminate, how much is the performance of technology, capital, resources, and consciousness, The admission needs to be re-examined, and the codon follows, and the competition between the regular army is more violent.
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