The two sessions are hot, the 100 billion market, how to become the next "Blue Sea"?

2022/04/08

  Author :Iflowpower – Portable Power Station Supplier

March 11th, 2021 national two sessions were successfully closed. In this year's government work report, the term "new energy car" was not mentioned separately, and in advance, the new energy vehicle has been written to the government work for 7 consecutive years. Although not mentioned separately, the number of people reported by the government's work is related to new energy vehicles, such as increasing infrastructure such as parking, charging piles, power saving stations, and speeding up construction of power battery recycling system.

Cui Dongshu, secretary general of the National Passenger Market Information Conference, "This year's government work report did not specifically filed an energy car, this is a good thing, which means the development of new energy cars into the marketing track. At the same time, the power battery recycling mentioned by the government work report is a hot discussion. In the industry, with the peak of the first decommissioning period, the recycling problem of the power battery is unobucosed, and it has become one of the important topics of the development of new energy auto industry.

With the first batch of new energy vehicles in my country, the renewal of waste batteries, the problem of treatment, and the problem of industry problems. The picture shows the demonstration factory of Beijing Said US Resource Rehabilitation Research Institute is carrying out the entry and installation of power battery recovery processing equipment. Figure / ICPHOTO Power Battery Recycling into National Two Wreed Hot Topics Power Battery Recycling Topics Not only appears in government work report.

During the national two sessions this year, many people representatives, and the Committee of the CPPCC also focused on the problem of power battery recycling, and proposed relevant recommendations. Zhang Tianshi, a representative of the National People's Congress, Chairman of Tianneng Group, is recommended to improve the dynamic lithium battery recovery system. He believes that strict recycling of renewable corporate access thresholds, guiding new energy car companies, lithium battery manufacturers to cooperate with enterprises with waste lithium battery qualification capabilities, and severely hit the waste battery for unqualified qualified enterprises without disposal capacity or Second-hand dealer.

Zhao Yong, a representative of the National People's Congress, Chairman of Sichuan Changhong Electronic Holding Group Co., Ltd., also recommended to speed up the construction of lithium-ion battery recycling system.

National Committee of the Chinese People's Political Consultative Conference, Chairman of the Golden Australian Group, comfortable to promote the recycling of electric batteries, do not let retired batteries become "landmines". He suggested that the country should introduce a mandatory recycling policy, through legislation to ensure that the power battery has a red line, and promote enough market space. In fact, power battery recovery is a hot spot that represents the representative members during the two sessions of the country in recent years.

During the 2020, during the national two sessions, the civil construction centers put forward the top design of the power battery recycling, establishing a power battery recycling management system, increasing the development of power battery recycling technology, driving power battery recycling and utilization commercialization. At the two sessions, the National Committee of the National People's Political Consultative Conference, Academician of the Chinese Academy of Engineering, Chen Xiaohong, President Hunan Business School, recommended to improve our dynamic battery recycling system and industry standard, optimize related industrial technology, establish power battery storage battery forced recycling system. During the two sessions of the 2018, Zhou Shanhong, representative of the National People's Congress and Jiangsu Wanshun Mechani Group, proposed to speed up new energy vehicle power storage battery recycling laws and regulations.

After a hundred billion-scale power battery recycling market, the member of the power battery recycling is the rapid growth of domestic new energy vehicles and power battery insurance, and the first power battery retirement peak. In 2013, my country's new energy automobile application was initially installed, and the year sales of 18,000 vehicles were sold. In this few years, the sales of new energy vehicles continued quickly.

China Automobile Association data shows that in 2020 new energy automotive production, 1366 million and 1.367 million, an increase of 7.5% and 10.

9% year-on-year, and the production and sales will be held in the world for 6 consecutive years. The rapid increase of new energy vehicles will have the market size of the power battery market and the market size of the power battery will be further expanded. Data show that 2015 or 2020, my country's annual power battery installed volume increased from 16GWH to 63.

6GWH, with an annual composite growth rate of more than 50%. From the life of the power battery, the use of the dynamic lithium battery is generally 5-8 years, and the effective life is 4-6 years. Analysis of the investigation of the investment securities, if the service battery in accordance with the use of the power battery 4-6 years, the power battery produced in 2014 has begun to enter the retirement period in 2018.

It is expected that my country will usher in the first batteries from 2021. Retired peak period. As the power battery retires, the power battery after retiring is not to ignore the problem.

Wang Bing, director of the national new energy automobile technology innovation engineering expert group, believes that the number of power battery retirement is very large, once the treatment is not good, will have a major harm to the ecological environment. In fact, the current retired power battery mainly has two types of recovery, and the retirement power battery in accordance with the degree of energy attenuation is carried out, and the second is to recover and regenerate the battery that cannot be used. According to the power battery capacity attenuation, if the attenuation is less than 20%, it can satisfy the driving use of the car.

When the attenuation is between 20% -40%, the ladder can be satisfied, and when attenuation is over 40%, it is a power battery. Recycling and regenerative utilization. From the Power Battery of the Ministry of Industry and Information Technology, it is seen that the ladder uses the company to account for more.

It is understood that the dynamic battery ladder is mainly used in communication base stations, solar street lights, UPS power and other small energy storage areas. The mainly used battery type is based on lithium iron phosphate, and recovery is mainly recycled nickel, cobalt, etc. in batteries.

Metal elements are also the focus of major battery manufacturers in the field of materials. "Now the direction of use of battery ladder is mainly civilian fields, one is the four directions of low-speed vehicles, two rounds, tricycles, forklifts, and sanitation vehicles; the second is the energy storage, the current field is still exploration period. "Zhejiang Huayou Circular Technology Co.

, Ltd. Bao Wei said that" the lithium iron phosphate battery is mainly used for the tradder, and the ternary lithium battery is more used for degradation. "The large number of power batteries will give birth to a huge recycling market.

China Automotive Technology Research Center shows that in 2020, domestic accumulated power batteries will exceed 200,000 tons (about 25GWH), the market size will reach 10 billion yuan; in the next few years, the number of retired power batteries will also present an index level growth, expected By 2025, the amount of decommissioned is approximately 780,000 tons. The Eastern Securities Investigation Period, is expected to reach 37 billion yuan in the scale of China's power battery recycling market in 2025, including ladder use and recycling two major directions. According to MarketsandMarkets, Marketsandmarkets, is expected to reach 12.

2 billion US dollars in 2025, reaching $ 18.1 billion in 2030, approximately RMB 126.3 billion, of which China is one of the largest power battery recycling markets.

The power battery retirement is approaching, and the policy level also gives the power battery recovery corresponding support. In February 2018, the Ministry of Industry and Information Technology issued a "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling", which clearly requires the main responsibility of the automotive manufacturer to take the power storage battery; the end of 2019, the Ministry of Industry and Information Technology "New Energy Automobile Power Battery Recycle Service Network Point Construction and Operation Guide, requires new energy automobile production enterprises to establish collection-type recovery service outlets in their sales areas; September 1, last year, "Implementation Rules for the Implementation Rules of Recycling Management Measures", and added new energy vehicles Dismantling regulations. Under the double drive of policy dividends and market prospects, many car companies and power battery companies have begun to lay out related businesses.

Northern Automobile New Energy, Chang'an, BYD and other car companies, the power battery companies such as Ningde Times have begun to involve the recycling of power batteries. At the same time, there are also third-party power battery recycling enterprises such as Guanghua Technology, Greenmei, Zhangzhou Hao Peng, Hunan Bangpu. The market began to start, Wang Binggang and other industry experts believe that although the monthly-scale power battery recycling market is coming soon, there is still a plan to regulate the development of the market.

Power battery recycling has a lot of problems to solve the auto industry analyst, and in the context of a new energy vehicle insurance, the power battery recovery becomes an increasingly tricky problem. Why do you say this? Tian Yongqiu explained, mainly because power battery recycling involves the development of new energy vehicles, is a very important key link from upstream mineral chemical to battery monomer module, and then to electric vehicle use and downstream report dismantling is a key link. Without this new source, the entire new energy car industry chain value chain is incomplete, and it is impossible to form an organic closed loop; it is also a very important link for some key rare metal elements.

In addition, the current power battery recycling is indeed facing many pain points. The first is the weakness of the power battery recycling enterprise "formal army". The information display of the Ministry of Industry and Information Technology, the number of power batteries required by the Ministry of Industry and Information Technology is limited.

In December 2020, the Ministry of Industry and Information Technology publicized the second batch of 22 companies in accordance with the "New Energy Automobile Waste Battery Battery Comprehensive Utilization" Enterprise List (List), plus white listing companies published in 2018, with only 27 motivation in China Battery Recycling "Regular Army". And the investigation data shows that only 2020, the number of registered enterprises related to the power battery recovery has reached 4,683, including 96 new registered companies; the total number of powertrain companies is in contrast, "Regular Army" is insufficient. 6%.

Second, the problem of safety hazards in the process of power battery is urgently needed. Tian Yongqiu said that there are several risk points in the process of power battery recovery. If the short circuit in the retired battery, the battery is not properly stored, and the battery is not properly operated, it is easy to cause serious problems and accidents such as combustion, explosion.

Again, the pollution problem in the power battery recovery must also attach great importance; in Tian Yongqiu, if there is no high standard perfect power battery recycling system, but repeat the operation mode of the small workshop dismantling plant, lack battery material Dissolving the recycled equipment and techniques, this mode that is placed will cause serious pollution to soil and water. In addition, the power battery recovery needs to face immature, battery standards are not uniform, etc. Bowei said, "We believe that the main force of retired batteries should be leading companies, but in fact, it is not that the leading battery recovery of leading companies is not 30% of the total retired battery.

"Where is most of the waste retire power batteries? A power battery industry instructor told reporters that a large number of retired batteries flowed to the informal channels. At present, it is mainly concentrated in Henan Xinxiang, Guangdong Dongguan, Jiangxi Yichun and other places have formed a huge. Industrial chain, showing recycling chaos.

Zhang Tianshi and other industry insiders believe that the power battery recycling does not have a clear laws and regulation, the problem of dismantling the standard judgment of the retired retirement is unclear, need to introduce relevant supporting measures, combat non-formal channels, non-production qualifications and other small-scale power batteries Recycle business. .

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