What do you think about the use of the market with the use of the market with the driving force

　　Author ：Iflowpower – Portable Power Station Supplier

The recycling and ladder of the dynamic lithium-ion battery is absolutely calculated this year. Since 2009, since 2009, since 2009, the recycling and ladder utilization of dynamic lithium-ion batteries have been mentioned many times, but they are shelved because there are problems in the market. The most typical example is in 2002, the author was commissioned by NTTDocomo, Japan, and studied that the dynamic lithium-ion battery ladder is used in the base station energy storage, but because the power lithium-ion battery market capacity is too small, the consistency of the battery is eliminated.

The problem, etc. However, since 2017, with the advancement of the phase-out power lithium-ion battery step by step and the soaring price of cobalt lithium, the recycling of domestic power lithium-ion batteries and the ladder uses a large number of projects, which from the author The company's supply recycling and ladder uses project investment feasibility research project related experience can be clearly felt, a large number of companies have begun to put into the recycling of power lithium-ion batteries and ladder utilization projects. The author believes that the development of an industry is also a prefecture of the prefecture and, for the use of industries for power lithium-ion battery recycling and ladder, there must be support, sufficient market space, clear profit model, feasible technical approach and benign market competition.

environment. In this paper, the author will discuss the recycling and ladder of the power lithium-ion battery from the above aspects. First of all, as a industry in the early stages of development, the support of policies is essential.

In response to the power lithium-ion battery recycling industry, policy regulations in the national level are perfect. In the standard and standard level, the national standard committee's joint industry is designed to formulate the "Regulations for the Recycling Demolition and Utilization of Car Power Lithium Ion Battery", "Car Power Lithium Ion Battery Recycling Sub-energy Test" and other lithium-electric recycling industry rules policy, in the future It will make a rich specific guidelines for packaging transportation, ladder utilization, discharge, disassembly, material, processing conditions, and many other aspects. At the policy level, the state has developed a number of industrial policies, industry norms and demonstration pilot projects related to power lithium-ion battery recycling to promote the development of dynamic lithium-ion battery recycling industry.

Although the recycling of dynamic lithium-ion batteries has a lot of work to be improved, the government's encouragement to encourage development of the industry is a critical prerequisite for project landing. This point from the author in recent years to develop industrial planning in the local government, local governments will incorporate the recovery of dynamic lithium-ion batteries in planning new energy industries into their development focus, regarded as a need for a new energy industry and circular economy industry. The rise point, not as doubtful as in the past, polluting the environment, worried that it can't pass in the project environmental assessment.

Second, enough market space. This is unquestionable, and the author has measured the market size of the industry in different occasions and different research projects in different occasions and different research projects. According to research data, 2020 new energy vehicles will exceed 120GWh, more than 210GWh, 2022, which will exceed 70% of the NCM ternary battery in 2022.

The uniform service life of the dynamic lithium-ion battery (attenuation to 80%) is about 4 years, then the installed battery in 2014 will usher in the elimination tide after 2018, and the recovery of my country's theoretical dynamic lithium-ion battery will reach 25.7. Ten thousand tons, reached 422,000 tons to 2020, with the gradual new increase of electric car insurance, the number of eliminated lithium-ion batteries will continue to increase.

Therefore, the author believes that the issue of the number of waste batteries that restrict the power lithium-ion battery recovery project will gradually handle, and the economies of scale will gradually be reflected in the new power lithium-ion battery project. Again, any project must be clear profit model. In response to the power lithium-ion battery recovery project, it is currently desirable to recycle dismantling and ladder use two solutions.

For two ways of economic benefits, the author also calculated in multiple project feasibility studies, and the calculation results declared that the three-dimensional lithium-ion battery was extracted by dismantling the lithium, cobalt by disassembling rare metallic metal such as nickel-cobalt manganese. Materials such as nickel, manganese, copper, aluminum, graphite, diaphragm, theoretically realize economic benefits of approximately 429 million yuan per ton (this data change with metal prices), thereby enabling it to make economic feasibility. The lithium iron phosphate ion battery can only achieve economic benefits of approximately 0.

93 million yuan per ton through scrapped dismantling, and it is difficult to overturize its recovery cost, so the lithium iron ion battery is more suitable for the ladder. From the market size, the overall market size of my country's power lithium-ion battery recovery and dismantling and ladder use will reach 6.68 billion yuan, and the overall market scale will reach 131 billion yuan to the 2022.

By decomposing the market size of the ladder and the recovery of disassembly, the market size of the ladder is much larger than the recovery dismantling. So, the ladder uses the market whether there is enough space to consume so many second-hand batteries? For this problem, the author also calculates several categories that may be used in second-hand dynamic lithium-ion batteries, and it is energy storage, low-speed electric electric Cavings such as automobiles, electric bicycles. For the energy storage market, according to forecast data, by 2020, my country's general energy storage market will reach 14.

1GWH, until 2022, and the energy storage area will reach 20.6GWH. In response to the low-speed electric vehicle market, it is expected that my country's low-speed electric vehicle output will reach 3 million and 5 million, and the demand for lithium-ion batteries will reach 9.

6GWH and 28.0GWH, respectively. In response to the electric bicycle market, it is expected that my country's electric bicycle production will reach 41 million in 2020, of which lithium-electric version will reach more than 1 million, the demand for lithium-ion batteries will reach 4.

3GWH. These potential lithium-market can be used in theory of retired power lithium-ion batteries to reduce costs. In terms of technical methods.

The recycling of the power lithium-ion battery should include a pre-solution process such as discharge, dismantling, pulverization, sorting, and then separate the positive and negative electrode material of the battery, a metal housing, or the like, and then pass through a particular recovery process to obtain a valuable metal. Material. Although the author is not the technical background, it is also advised to teach domestic and foreign technology in many years.

Basically, the recycling dismantling of the dynamic lithium-ion battery has no big obstacles, and the dismantling technology is relatively mature. Ending physical law, chemical method and biological law, etc., wherein the biological method is in the primary stage, and physical law and chemical method are relatively mature, and the process of recovering dismantling is similar.

Therefore, the author is concerned that the recycling of the dynamic lithium-ion battery is technically no obstacles. Finally, the development of the dynamic lithium-ion battery recovery industry must have a benign competitive environment. In terms of current, participating in powerful lithium-ion batteries recycled dismantling and ladder utilization of competition subjects include three categories including vehicle processing companies, battery processing companies and professional third-party companies.

The author always believes that the most important factor in determining the success of the battery recycling and the success of the project is channel. Therefore, in the long run, it is really possible to make a strong competitive main body that makes the power lithium-ion battery recycling business must be a company with competitive advantages in recycling channels. Therefore, in a short time, battery companies and vehicle have a certain advantage in channels, but in a long time, it is possible to carry out the main body of the battery recycling channel to be a third-party recycling company.

Therefore, the author is more optimistic about the competitive advantages of third-party recycling companies in the recycling and utilization of dynamic lithium-ion batteries. Although the dynamic lithium-ion battery recovery and the ladder use the industry still have a lot of problems, but for any industry, if all uncertain is awaited, there will be no better investment opportunities, and the emergence of any investment opportunities All are relevant to the accurate pre-judgment of unclean industries in the future. Therefore, the author boldly predicts the three years of 2018 to 2020 will be the investment period of the power lithium-ion battery recovery project, and the real profit of the project will be usher in 2020.