Whether the new energy vehicle power lithium-ion battery retirement tide will be near recycled

　　Author ：Iflowpower – Portable Power Station Supplier

Recently, seven departments such as the Ministry of Industry and Information Technology pointed out in the notice of the pilot work of new energy vehicle power storage batteries. It is necessary to take advantage of the key construction project as a starting, and high-efficiency regeneration utilization, high-efficiency regeneration utilization, and guide financial institutions. And social capital to increase support for power storage battery recycling projects.

With the successful introduction of relevant policies, the power lithium-ion battery recycling system will be accelerated, and the third-party power lithium-ion battery recovery leader is expected to usher in opportunities. Institutional decomposition believes that in 2018, my country's powered lithium-ion battery scrap will rendeze the rising, which is expected to reach 280,000 tons in the 20020 report. Under the driving of the rapid climbing, the battery recovery market space will be very broad, the market space can reach 10.

7 billion yuan in 2020, will be upgraded to 24.5 billion in 2024. In recent years, the first batch of powerful lithium-ion batteries has gradually used the lithium-ion battery to gradually use the new energy vehicle, and my country's powerful lithium-ion battery has rapidly climbed, from 2014, 4GWH, 44GWH, 3 The year is 10 times the rise.

Guangfa Securities believes that according to the power lithium-ion battery cycle life is 3-8 years, 2018 will enter a large-scale scrap phase of the power lithium-ion battery. It is estimated that by 2020, the tired retired dynamic lithium-ion battery will reach 2.57 million tons, and the report will double the annual report of 2018 to 2020.

Guangfa Securities expects that Double Integral Policy Incentive, 2018 - 2020 Domestic Power Lithium Ion Battery Demand is 51.8GWH, 74.0GWH and 113.

9GWH, respectively. If the lithium-ion battery is all used in the ladder, the 2020 battery recycling market can reach 10.7 billion yuan, and it can be upgraded to 24.

5 billion yuan until 2024. Third-party battery recycling company will display the beneficiary data, although the lithium-powered lithium-ion battery does not contain lead or cadmium, except for lithium, its electrolyte contains nickel, cobalt, manganese and other heavy metals, and fluorinated organic matter in the electrolyte. Pollution.

Recycling, dismantling, and solving problems such as heavy metal pollution, organic matter exhaust emissions. And, there is a battery that is considered to be equipped with a new energy vehicle, equivalent to about 10,000 mobile phone batteries. According to the domestic current powerful lithium-ion battery car, the increase in the future, only from the quantity, the dynamic lithium-ion battery recovery task is more difficult.

Battery Recycling Leader Green Mei Chairman believes that fuel cars to new energy cars are from black to green, do a good job in battery recovery, have a closed loop of green to green, not doing it is back from green to black. Lithium-ion battery recovery to cobalt-nichmanese equivalent metal is as high as 9%, will be an inevitable requirement of environmental protection. Sky Breenery believes that the country has recently introduced relevant policies to encourage power lithium-ion battery recycling, and emphasize the implementation of the implementation of the responsibility system of the processor, and the automotive processing company will undertake the main responsibility of the recycling utilization of the dynamic lithium-ion battery, and the vehicle is not Mature recycling system and technology will cooperate with third parties.

Shen Wanhongyuan Securities believes that the first batch of dynamic lithium-ion batteries will be retired in the second half of 2018, and the recycling system is not easy. From the management level, the vehicle business and battery recycling business syndromes are not high, and more reasonable ways may be the supply channel of the vehicle, while subsequent tradder utilization, dismantling recycling links are completed by battery factories or third-party companies. Chuancai Securities believes that it will be optimistic about the lithium-ion battery recycling industry for a long time.

At present, the dynamic lithium-ion battery enters the high rising period of aggregation and retirement, and the ladder of the retired dynamic lithium-ion battery can extend its use cycle, which is expected to obtain excessive benefits. The regenerative project of the consumer lithium-ion battery has a good economic value of metal recycling. At the same time, the continuous improvement of garbage sorting is conducive to improving the recovery rate, and the dynamic lithium-ion battery recovery industry is expected to have a steady rise of profits.