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Recently, Hunan Ningxiang High-tech Development Zone, Bangu Group, 100,000 tons of power lithium-ion battery recycling factory officially started. In the market that has not yet started, the power lithium-ion battery service only accounts for 1% of the group business, the Bangu Group has spent 1226 million, and the top 500 mu is very fast, to seize the wind of the new energy vehicle power lithium-ion battery recycling market. Prepare.
The rise of emerging markets, according to industry, estimated, 2018 movement lithium-ion battery recycling market is about to break, the market will reach 5 billion. According to my country's automobile technology research center, by 2020, my country's pure electric (including plug-in) passenger car and hybrid passenger vehicle power lithium-ion battery accumulated scrap volume will reach 12-17 million tons. New Energy Automobile Industry has been "defraud" wind wave last year, and the close-related power lithium-ion battery recycling the market will become a rise in emerging markets.
For the potential of the future power lithium-ion battery recovery market, Li Changdong, President of Bangu Group, said to the car headline APP: "In the past, the entire battery recovery market is only 300 billion, and the development of new energy vehicles in 2015 has started a new explosion point, will bring It may exceed 30 billion, or even 10 billion market values, this is not only a challenge for the company, but also a chance. "my country's new energy vehicle is officially started in 2009. In 2010, the first new energy vehicle for private consumption markets delivered, as of 2016, my country's new energy vehicle guarantee reached 1 million.
According to existing dynamic lithium-ion battery technology, the first new energy vehicle entering the market is about to face the powerful lithium-ion battery recovery problem. As we all know, there is currently a commonly used dynamic lithium-ion battery in the market in the market. It is important to have two categories of three-dimensional lithium-ion batteries and lithium iron phosphate, including high-quality characteristics due to high energy density.
However, the important material of the three-dimensional lithium-ion battery is very limited in China's mineral resources in my country. With the rapid rise in the new energy automotive industry, the demand for heavy metals such as cobalt and nickel is rising, the import ratio and price are also high in water, so the waste-powered lithium-ion battery has become the scent of the battery raw material market. Li Changdong, President of Bangu Group, "Misalous", despite the beautiful market prospects, but in the intermediate link power lithium-ion battery recycling company, life and death power masters in the hands of new energy vehicles.
As early as 2006, the Ministry of Science and Technology and the Ministry of Science and Technology and the Original State Environmental Protection Administration have issued the "Car Product Recycling Technology Policy" stipulate that the electric vehicle (including hybrid vehicle, etc.) production company should be responsible for recycling, handling the electric vehicle for electric vehicles sold; requirements Treatment of hazardous waste such as waste storage to qualified companies. At present, my country's new energy auto market is important for independent brands.
The top ten in sales volume is basically an independent brand company, such as BYD, Beiqi, Geely, Jianghuai, etc. Despite foreign companies such as BMW, Mercedes-Benz, there are also small part of new energy vehicles for sale, but sales are not worthless than independent brands. However, in New Energy Motors, BYD has production and recovery of lithium-ion battery technology, other companies are purchasing powerful lithium-ion batteries to batteries, they do not have battery production and recycling capabilities.
In the market, North Air China, Jianghuai and other new energy vehicles have supplied power lithium-ion batteries for 5-8 years of warranty and maintenance services. However, there is a series of problems such as power-saving dynamic lithium-ion battery replacement and recycling, there is no clear answer, only Dongfeng Nissan launched 5 years of quality protection and repurchase service. "We found that foreign-funded brand cars were willing to bear the recycling fee, but the self-employed brand is willing to bear the recycling fee, they must be a price of the waste lithium-ion battery as a price Resources are sold to you, as for you to do it, don't care, you just want to give me money.
"Vice President of Bond Group and General Manager of the Automobile Circular Division," the experience of the car headline app "the experience of Bangpu in the recycling of power lithium-ion battery. The attitude towards the recycling of the self-owned brand car companies in the recovery of the useful power lithium-ion battery, and the harvest of the navy is a bit helpless. As a battery cycle, the waste battery is the raw material produced by the company.
Yu Haijun said: "Recycling company raw materials is king, no raw materials are" no rice ", but the raw material market has its hidden rules, which is too much in this. "The introduction of foreign models March 21 this year, BMW brand 2 models 60h listed on the public, Ningde Times and Bangu Group as the 60H models of electric suppliers and power lithium-ion battery recycling partners, common 60H listing platform. On March 25, the 5th issue of the Bangpu Group Hunan started construction, and the annual output of 10 tons of power lithium-ion battery recovery treatment plant will be established.
It is expected that the dismantling and recycling business of power lithium-ion batteries is expected to be put into production after three years. Li Changdong, president of Bondong, said that when the car headline app said, Bangu and BMW's cooperation mode is important, BMW will pass the recycled dynamic lithium-ion battery to Bangpu, Bangpu to dismantle the recycled raw materials, will give the raw materials to give the raw materials Ningde Times produces new dynamic lithium-ion batteries, and finally produced new power lithium-ion batteries are replaced into the BMW, the entire formation of a closed loop, and the overall recovery rate can reach 98.5%.
This is so far, in my country's new energy automobile market, the first brand with powerful lithium-ion battery production company and recycling company to the consumer and media publicly unveiled. BMW and Bangu Group and the dynamic lithium-ion battery circulation mode formed by the Ningde Times are an important way for foreign power lithium-ion batteries. The three parties form a stable cooperative relationship, which not only guarantees the stability of the supply chain, but also reduces the cost of purchase, resources can also be efficient.
The dynamic lithium-ion battery recycling market is in urgent need of regulating management, due to the less promotion of new energy vehicles, the 2015 market really broke out, accordingly, 2020 movement lithium-ion battery recycling market is officially started. According to industry insiders, some new energy automobile companies have been recovered by the power lithium-ion battery at this stage, but they have not been handed over to third-party companies, but they are hoarded, and they sell a good price after the price is rising. Therefore, there is very little waste-powered lithium-ion battery circulating on the market.
Despite the resilience of new energy automakers, the government is still very supportive for the revenue of the power lithium-ion battery. Shanghai has a reward for car enterprises to recover the dynamic lithium-ion battery, government giving a reward for 1,000 yuan / set; Shenzhen City is subsidized by 50% of the amount of power-based lithium-ion battery recovery according to the audit. According to my country's automobile technology research center, by 2020, my country's pure electric (including plug-in) passenger car and hybrid passenger vehicle power lithium-ion battery accumulated scrap volume will reach 12-17 million tons.
Under the attraction of policy dividends and huge market prospects, the number of companies recovered in the new power lithium-ion battery continues to increase. The government's development of my country's dynamic lithium-ion battery recycling market, Yu Haidong said: "The country hopes to take the production person's responsibility to extend foreign model, but new energy automotive manufacturers are not willing to bear. "Currently, I can only consider the fund mode.
The manufacturer first carries the dynamic lithium-ion battery treatment fund. After completing, returning to subsidize, just like home appliance recycling. But he also said the shortage of fund models, such as the home appliance company tribute to the national finance, and then the home appliance company built the recycling company, then collect the TV, air conditioner, etc.
, and earn a subsidy. I have already enjoyed a subsidy when selling products. When I recover, I will enjoy subsidies, so there is a subsidy repetition problem.
In this regard, the suggestion given by Yu Haidong is: "What we want is to have a standard channel, put these waste into the standardized company to do, standardized company raw material source is stable, scale is getting bigger, do not subsidize, Leverage technical capabilities and market capabilities, you can do it very well. ".
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