Which of the battery recovery TSLA and domestic corporate route

　　Author ：Iflowpower – Portable Power Station Supplier

From the current public information, Sterhu Ber and Andrewstevenson have not left from TSLA, apparently, this is a major move to the TSLA layout battery recycling. After the first round of the new energy car, with the approach of the dynamic lithium battery life, the dynamic lithium battery recovery is known as "a blue sea", and countries have stepped up the formulation of relevant industry norms and policies, and attracts major companies. In the process.

Tsla as a built-in pole in the industry, its recycling battery, has certain reference significance for other companies in the industry. At present, there are three high efficiency methods of battery recovery. The first is the secondary use of the second-hand battery, which is the secondary use of the battery, but it has not been scrapped.

Market, light power or low-speed car market, backup power market, etc. The second is that raw material recovery is to disassemble and recycle the dynamic lithium battery that has been scrapped. The third is used for experimental testing, and cannot be considered a strict battery recovery.

For example, the main plant will recycle the whole vehicle, and remove the battery pack to test performance, used for technology research and development. Optimization. Sterhu Bell's way of recycling is the second raw material recycling, which is surprising, because TSLA is extremely rapid in the development of the energy storage and power generation.

In the first quarter of this year, TSLA is $ 214 million in power generation and energy storage business, up 841% year-on-year. If you choose to use the second-hand battery ladder, you can rely on the resources of the existing power generation and energy storage market, integrate two segments, and this is also the mainstream practice of major domestic cars and enterprises. Tsla and domestic companies have different ways to recover battery recovery, and the reason can be seen from the following aspects: first is the difference in policy, my country's policy tends to use the second-hand battery, and the US policy directs the recycling of raw materials.

At the beginning of this year, the Ministry of Industry and Information Technology, the Ministry of Commerce, and the Ministry of Science and Technology "announced the guidance of accelerating the development of regenerative resource industry", emphasizing "to carry out new energy vehicle power lithium battery recycling pilots, establish a standard system for the use of waste power lithium battery resource utilization system. Confuse the US government, use the way to charge ambient fees as financial support, recycling companies can sell recycled raw materials to battery production companies. Secondly, the market is different.

The domestic market recycling system has not yet been established, no mandatory management, the company does not have sufficient enthusiasm; in the US market-related policies and industry measures, industry operation maturation. From December 16, the "Waste Battery Polishing Prevention and Control Technology Policy) revised by the Ministry of Environmental Protection Department, which clarified that the vehicle producer needs to bear part of the recovery responsibility, but when the battery is recovered, it is necessary for the logistics costs. And, the market should have a long time.

Steruber pointed out that by discovering the repeated research of the battery lifecycle, the secondary use of the battery is neither economical, and there is no good use value. After the end of the battery life, the capacity and efficiency of the battery have a non-linear drop trend. At the same time, the price of new batteries is constantly declining, and how much cost is can't save on the secondary use of the battery.

Finally, the technical differences, the recycling of the dynamic lithium battery also has a high technical threshold, and most of my country's battery recovery technology has mastered in the hands of major new energy vehicles and power lithium batteries. The current battery recycling market is small, professional battery recycling Most of the factory is small, and the difficulty of obtaining advanced technology is relatively difficult. It is understood that the core technology of the power lithium battery recovery industry is how to extract or extract the active ingredients or extract the appropriate chemical solvent, and recycled the battery raw materials.

But these formulations are also commercial secrets of power lithium battery companies. Zhang Tianshi, chairman of Tianneng Group, believes that in addition to increasing key technical research on waste lithium ion battery dismantling, reorganization, testing and life prediction, it is necessary to develop a rigidity of power-free ion battery recycling and re-use incentives, establish a random and penalty mechanism. .