Battery recycling: 10 years later, the scale will reach 100 billion, but the regular army is difficult to make money, how to "Nuggets"?

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - អ្នកផ្គត់ផ្គង់ស្ថានីយ៍ថាមពលចល័ត

With the continuous innovation of technology, the global automotive industry has also undergone tremendous changes. This is the largest "problem" car, and now it is necessary to have been replaced by the new energy car. This is definitely not a dramatic, because now is a car company, or all countries are in the new energy vehicle field "root".

The "Guardian" previous report said that by 2030, the number of new energy electric vehicles will reach 145 million units. Previously, my country also reported reports that by 2030, the number of insurance for new energy vehicles may reach 80 million or more. It can be seen that now the new energy automotive industry is developing rapidly.

However, the faster the new energy car has developed, the more "urgent", that is, battery problem. The battery hazard said that the car battery is treated, and you have to mention the pollution of the battery. Everyone should know that if the battery will cover the land to cause very serious pollution, especially the density is so huge Battery, should you not be unfamiliar with the No.

5 battery inside the remote control? As a small battery, it will have great influence on the land to the soil, because the electrolyte and heavy metals contained inside are not to be degraded! The square will not be inch, so that it can be understood that if the car battery is buried, the land can be used? It's hard, now the electric car wave has come, which means that the number of retirement of car batteries will be more and more. According to data from China Automotive Technology Research Center, there are about 25GWh, my country's retired batteries, which is about 200,000 tons, but in 2025, it is 5 years later, the retired battery is expected to reach 116GWH, that is 780,000 tons. At the same time, the "Guardian" also said that by 2030, the number of lithium-ion batteries retired will reach 12 million tons.

If a large number of batteries are randomly handled, the destruction of the environment is unimaginable, even in the case of insiders, the battery or will cause the natural environment for 50 years. Imagine, how many formal battery recovery institutions need to be required so many retired batteries? And there are only 27 battery recovery institutions that meet the norms! But do you know? According to Eastern Securities, such a huge power battery retired, its market recycling scale will reach 37 billion! It is conceivable that the battery is still a blue sea, then it is here, the problem is coming, since it can get oil water in this industry, why not flock to the car? The core of the electric car is a battery, but the battery has a life, shorter than the car, so it is very likely that the electric car needs to replace the battery. The new battery is easy, but the old battery is handled is a problem, especially the large number of batteries "decommission", how to deal with it? Therefore, the battery recovery has become a matter of can't wait.

After the retired power battery is recovered, it can not only avoid environmental pollution, but also "secondary use" for the battery, saving resources, achieving sustainable development. Therefore, the power battery recovery has become a very "hot" industry. Of course, the development prospect of the industry is good, potential, even data shows that the market size of this industry can reach 164.

8 billion yuan after 10 years. However, there is still a fresh little in this industry, after all, the industry needs "perfect" things still have a lot. Recycling battery "difficult": Technical research is not easy to recover battery This industry is simple, but it is really difficult, because the formal battery recycling institution is not possible to directly dismantle the battery, then bury, this is invalid recycling And in this way, it is also something that is not qualified.

Real battery recycling is needed to pass multiple steps, first we have classified! Because many brands of electric vehicles have different batteries, the internal structure of the battery is different, so you have to distinguish a distinction, and then you can carry out the next extraction (extracting rare metal)! Not only that, but also the internal materials of the battery are also different. You have to use different extraction methods for each battery! Of course, this is a battery that can no longer be used for secondary use! Then you can carry out the battery, you have to pay it out, reorganize it after disassembling, and then make a series of debugging, ensuring that its stability can be guaranteed when used in secondary use! If the battery capacity in the entire battery pack is very low, then this kind of direct scrap can be scrapped, and the rare metal is extracted, so that it will retire! But do you know? Although it sounds not difficult, it is difficult, and if you want to open the battery to recycle this type of institution, you have to meet a number of review conditions, so it is difficult to know! This is also why even this kind of industry is in the Blue Sea stage, no one is willing to touch! For example, how to solve technical problems. Regardless of how to recycle the battery, I will ultimately achieve sustainable development, then in the already retired battery, find the materials or parts that can be used again.

But at present, many battery products are actually difficult to use. Aceleron's joint founder Carltoncummin has also stated that the lithium-ion battery is basically not taken into account the recyclable problem at the beginning of the design. Moreover, many battery internal parts are welded, which is very disadvantageous for recycling.

Even if you really recover the parts, how to use it is also a problem. The most important thing is that the technical safety issues in battery recovery, like a product of a lithium-ion battery, even if it is a retired battery, as long as the operation is improper, there will be an explosion, fire, etc. Therefore, there are still some technical problems to solve this industry, and in addition to technology, the industrial chain cannot develop, and it is also a big "difficult" in the battery recovery industry.

The formal industrial chain is difficult to make money, you may not be clear, in my country, "formal qualification" of battery recovery, only 27, but it is the qualified regular industrial chain, it is very difficult to make money. Because although there is currently a large number of battery recovery requirements, the vast majority flows to the "black industry chain". In fact, it can know why, and formal enterprises are fully recycled, handled, and utilized in accordance with national requirements, so that they can not only protect the environment.

Some "black workshops" is different, they don't consider environmental protection, just demolition valuable parts. Therefore, the business cost of formal enterprises is actually higher. In order to maintain profits, then the price of recycling will naturally decline, and those "black workshops" is just the opposite.

For people, high-priced recycling and low-cost recovery, naturally choose high-priced "black workshop". In this way, the formal industrial chain is difficult to make money, it is more difficult to develop, which is also a huge problem for the battery recovery industry. And these problems have been urgent, after all, with more and more new energy electric vehicles, my country is facing huge battery retirement needs, so the battery recycling industry must solve problems as soon as possible, rapid development.

Finance, national energy information platform.