Who will solve the battery recycling?

　　Author ：Iflowpower – Portable Power Station Supplier

"Interim Measures for the Administration of New Energy Automobile Power Battery Recycling" will be implemented from August 1 this year, current automotive manufacturers, dynamic lithium-ion battery manufacturers are in recycling industry to lay out. The agency expects that the waste power lithium-ion battery recycling market will begin to break out in 2018, and the scale can reach 5 billion yuan. When the industry arrives, is the industry is really ready? The price is difficult to enter the right track recycling channel.

"An industry insider said. In 2018, my country is welcoming the first power lithium-ion battery scrap peak period. According to data, it is expected that the 2018 theoretical retirement dynamic lithium-ion battery is 5.

14GWH, to 2023, theoretical retired dynamic lithium-ion battery will reach 48.09GWH. These waste-based dynamic lithium-ion batteries, such as improper disposal, not only have huge environmental and security hidden dangers, but also cause waste of valuable resources.

Chunjiang water warmers, industrial capital smelling business opportunities. Domestic related institutions predict that the scale of recycling market created by waste-based dynamic lithium-ion batteries can reach 5 billion yuan in 2018. 2020 - 2023 will reach 6.

5 billion yuan to 150 billion yuan. Data show that the number of lithium-ion battery recycling companies in 2018 has increased rapidly, and more than 400 in March 2018. The number of new power lithium-ion battery companies in the first quarter of 2018 is the same as 2016.

The market has just needed gradually increase, and the national policy also played "combined punch" and strengthened the integrated management of waste dynamic lithium-ion batteries. At the beginning of this year, the seven ministries will announce the "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling", emphasize the implementation of the producer's responsibility extension system, requiring the automobile production company to take the main responsibility of the power storage battery recycling, this approach will be from August 1 this year Implement. Industry forecast, with the continuous breakthrough of related technologies, policy announcement will accelerate, relevant refinement standards will also be announced.

However, the construction of dynamic lithium-ion battery recycling channels is not optimistic. Zhang Ying, secretary general of my country's Renewable Resources Recycling Association, said that new energy vehicle battery recovery has just started, many reportable batteries have not entered regular channels, market lack of norms. Since the industry is in the wild, a large number of car companies have a high price, causing most of the waste dynamic lithium-ion batteries that fail to flow into legal treatment channels, and actual treatment is worrying.

"In the last two years, we signed an agreement with many cars and found that the battery is not in their hands. The distance between the scrapped car and the car factory is far away, and how to go back to the car factory after demolish, this is the problem that needs to be discussed. "Insiders pointed out that how to establish a recycling network is the core issue of recycling business, only the scale effect is coming, the company's cash flow, raw material supply system and product output system can be stable.

The ladder uses irregularity leads to a good non-dynamic lithium-ion battery recovery to use and regenerate according to the degree of scrap. The ladder uses light scrap, which can be used in energy storage equipment and low-speed electric vehicles. After the ladder is used, the battery will reach the extent of the secondary retraction will enter the renewable utilization link.

Regeneration utilization belongs to severe scrap, with a chemical method to extract a noble metal electrode material such as lithium, cobalt, and achieve the purpose of re-manufacturing. At present, many independent brand car companies layout. BYD, Beiqi new energy, learning beans and other car companies have launched a layout in the field of tradder.

It is worth noting that there is a difference in the use of independent brands, and the joint venture brand is more inclined to "skip" the tradder, directly enter the renewable utilization link. As the Ningde Times holding subsidiary, Bangpu has undertaken most of the Ningde Times is equipped with powerful lithium-ion battery recycling work on a German new energy vehicle. Yu Navy, general manager of Hunan Bangu Auto Circular Company, said that the self-owned brand-related steps are very active, but most joint venture car companies do not agree to authorize equal use.

Because the battery's ladder use is still the processing of battery products, it should be made according to the requirements and standards of the battery's processing and manufacturing industry, and the maintenance of raw materials quality, process product control, product certification and after-sales warranty. However, the so-called step-by-step market does not have the detection standards, life prediction technology, and product certification, and no recovery warranty. In addition, the difficulty of the ladder is in that the battery consistency problem cannot be solved by re-matching the variety, performance, specifications, and polarization methods of each vendor battery.

Because small scale, the recycling channel is not perfect, leading to the unstable raw material recovery, some companies have discovered that cooperative companies have irregularities. "There is a qualified person, there is no qualified person is also engaged. "A number of companies with ladder use recycling business, if considering the technology, safety, according to the normal battery production process, the ladder is currently in the loss stage.

Industry people who do not want to be named indicate that the average life expectancy of the ladder in the energy storage area is 9 years and can achieve profitability in the sixth year. However, if many unregulated ladder uses companies, many unregulated ladders will have a lot of benefits in a short time. For example, there are currently many domestic retired batteries that have been greatly profitable on low-speed electric vehicles, charging treasures and other applications.

Presence of gray zone. "The above-mentioned industry people said," Some charging treasures come from second-hand used batteries, and even some born batteries can be put in beautiful packaging by simple processing, this is a lot of not standardized ladder. "At present, it is basically light asset, making a ladder, and is a heavy asset.

Many new companies do ladder use or regenerative utilization, not considering clear, specific technical routes and business models have not been blind. "Yu Navy believes that" said step-by-step use is not easy to buy. If you count your lifecycle, emissions, energy costs, as long as the technical progress, the new unit price will continue to go all the way.

Under the trend of resource prices, the total cost advantage and scale economic effects of regeneration use will become more obvious under the trend of resource prices. "" The current discussion is 5-18 years later. With the rapid decline in battery cost, the vehicle factory is more willing to buy a new battery, and the ladder may not be present.

"The industry said. If the cost is high, the recycling system needs to improve the experts say that the most important factor restricting the recycling of dynamic lithium-ion batteries is that the market stock is still not big enough. The recovery flow is too dispersed.

It does not form scale processing, leading to the comprehensive cost. From the current situation, the recycling process battery cost is important including professional assessment, professional packaging, professional warehousing and transportation, environmental management, technical equipment development, labor tax, depreciation. In addition, storage and circulation links are not smooth enough, and the recycling system needs to be improved.

At present, the prototype of the dynamic lithium-ion battery recovery pattern has emerged, which can be roughly divided into Jinchuan, Shanqi Co., Ltd. Repayment, Lithium Electric Materials, which is represented by Huawager, and the lithium in the Lithium.

A third-party recycling department represented by the representative of the whole vehicle and the Bon Po, Greenmei. "Companies mastering the battery pack package, because of the core testing link, you can get the history of the battery, accurately predict the battery life, thus controlling costs. "Industry insiders analyzed, car enterprises are willing to take another step forward to the industry chain - set up a PACK factory.

Pack Factory can recover battery through new energy vehicle sales channels, detect the battery, screen. The battery that can be used by the battery can be re-set, and the battery cannot be used to delegate the recycling company. Therefore, most of the vehicle manufacturers are more willing to choose a ladder, but the drawback of this model is the channel source comparing.

In order to adapt to the high energy density of the battery, the power lithium-ion battery technology route is rapidly conversion from lithium iron phosphate to the ternary material. National 863 Program Energy Saving and New Energy Automobile Major Project Overall Experts Xiao Chengwei expects that the production of three-yuan material batteries will exceed the production of lithium iron phosphate ion batteries in 2018. Compared to the lithium iron phosphate, the content of important metal nickel, cobalt and manganese in the ternary material is 12%, 3% and 5%, respectively, with a total metal content of up to 47%, with high recovery and reuse value.

Therefore, the waste of three yuan battery resource recycling is basically mature with commercial profit model. According to people who do not want to be famous, according to the current price measurement, the recovery cost of the three-yuan battery in the dynamic lithium-ion battery can be profitable at 28,000 yuan / ton; and the recovery cost of lithium iron phosphate is 0.5 million / ton.

At present, most of the company's loss. Unlike the three-yuan battery, the mature business profit model is different, and the economics of lithium iron phosphate ion battery recovery is to trouble the company's largest problem. In this regard, Xie Shaozhong, general manager of Wu Feng Cai Technology Co.

, Ltd., said: "Now 'is eating" is the current situation of the entire industry. At present, the lithium iron phosphate ion battery in the industry is in the lithium-life, but we still just eat half full.

Because it is necessary to have the most scrapped, the lithium iron phosphate ion battery, and the scale is an important factor that can improve economic performance. If everyone is doing, it is no quantity, this is the problem in this stage. "From the development path of domestic batteries, the lithium iron phosphate ion battery is earlier, the technology is relatively mature, widely used in commercial vehicles.

However, the battery loss is relatively faster, so the scrap time is more dependent on the ternary battery. At present, the recovery of lithium iron phosphate and lithium manganate is urgent to subsidize the development of the industry to promote the development of the industry. "Expert.

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