Analysis of the recycling market for waste power lithium battery in 2020

　　Author ：Iflowpower – ספק תחנת כוח ניידת

With the increase in national policy support and the advancement of new energy vehicles, the use of new energy vehicles has increased significantly, and the elimination of waste dynamic lithium-ion batteries will be one of my country's important urban solid waste. Waste dynamic lithium-ion batteries contain metals such as Ni, Co, Mn, Li and other metals, recovering waste power with considerable economic benefits, and more and more companies have begun to involve the powerful lithium-ion battery recycling industry. 1.

New energy auto production and sales volume With the strong support and encouragement of the development of new energy vehicles, my country's new energy vehicle production and new energy vehicle sales have an explosive rise. As of the end of 2019, my country's new energy vehicles had more than 3.9 million vehicles, accounting for more than 50% of the global market.

2011-2019 my country's new energy car production and sales volume is shown in Figures 1 and 2. In 2019, my country's new energy vehicles were 12.42 million, sales of 12.

06 million, compared to 2018, fell by 2.3% and 4.0% year-on-year, and the production and sales volume was first negative in the past 10 years.

Among them, the sales of pure electric vehicles fell by 1.2%; the production and sales of plug-in hybrid vehicles were completed, 2.2.

5% and 14.5%, respectively, which were 2.2.

5%, respectively. It is important because the 2019 new energy car subsidy is large. And the national five fuel car cleaning inventory squeezed some new energy vehicles consumer.

According to my country's Automobile Industry Association, my country's pure electric vehicle output is 10.2 million, up 3.4% year-on-year, with sales of 9.

72 million, down 1.2% year-on-year. 2011-2019, my country's pure electric car production and sales are shown in Figures 3 and 4.

Dynamic lithium-ion battery, my country's automotive power lithium-ion battery industry innovation alliance announced, in 2019, my country's powered lithium-ion battery production was 85.4GWh, up 21% year-on-year. Among them, the output of the ternary battery is 55.

1GWH, accounting for 64.6% of total production, a year-on-year increase of 40.8%; lithium iron phosphate ion battery production is 27.

7GWH, accounting for 32.4% of total production, down 1.2% year-on-year.

In 2019, the power lithium-ion battery sales was 75.6 g of, which was 21.4% year-on-year.

Among them, the sales volume of the ternary battery was 53.0 g of, a year-on-year increase of 53.4%; the lithium iron phosphate ion battery sales was 20.

6 g of, a year-on-year reduction of 15.6%. The ratio of the ternary battery is 70.

0%, which is 15% year-on-year. The sales and production gap between the power lithium-ion battery is not large, and the overall is in a rising situation. 2.

Dynamic lithium-ion battery retirement estimation When a new energy vehicle power lithium-ion battery capacity is attenuated to less than 80%, the power lithium-ion battery cannot meet the power demand of electric vehicles, and the power lithium-ion battery is subject to scrap disposal. Generally, the life of the dynamic lithium-ion battery is 5-8 years, which means that the power lithium-ion battery is often scrapped in the new energy vehicle. Typically, in accordance with the rise and trend of new energy vehicles, the life of the power lithium ion battery is predicted to predict the amount of cancer ion battery.

my country's industrial information network predicts the occurrence of recycling of waste dynamic lithium-ion batteries in my country, as shown in Figure 5. As can be seen from the figure, the 2019 retired dynamic lithium-ion battery is 1.365 million T, 2020 retired is 247,600 T.

Typically, power lithium-ion battery decommissioning includes cascade utilization and recycling. The steps are also known as the ladder, that is, the retired power lithium ion battery is used as a carrier of electric energy in other fields such as energy storage, thereby providing full value of the surplus value. The recycling is also known as the regenerative utilization, so that the retired battery is discharged and disassembled, refining raw materials, thereby achieving recycling utilization.

At present, the phosphate ion battery in the battery type tends to use, and the three-dimensional lithium-ion battery is mainly based on the release of waste disassembly recovery. In 2019, my country's dynamic lithium-ion battery retraction is approximately 63,900 T, if used in accordance with 70% of steps, it is estimated that 30% direct recycling utilization, and the recovery process is only about 1.92 million t.

After 2020, the amount of recycling will increase year by year. At the same time, the battery is used for a few years later, and it will eventually recycle. According to my country's Battery Alliance Forecast, consider the production of new energy vehicles, battery quality and warrants, vehicle operation conditions, etc.

In 2025, my country's powered lithium-ion battery scrap will reach 116GWH (about 780,000 t). In 2025, the market is expected to exceed 37 billion yuan to 2025 market size reached 81.2 billion yuan.

3, Beijing-Tianjin-Hebei area waste battery recycling market analysis 3.1 Beijing-Tianjin 冀 旧 旧 动 子 量 量 成 成 成 成 成 成 成 成 成 成 成 成 成 成 成 正 成 成 正 正 正 正 正 正 正 正 正 正 正 正 正Intentional is important in Beijing, Tianjin-Tianjin, the Yangtze River Delta, the three urban agglomerations in the Pearl River Delta, including the most development potential of the Beijing-Tianjin-Hebei city group. According to incomplete statistics, as of the end of 2017, new energy vehicles in Beijing-Tianjin-Hebei have reached 326,000, accounting for 21.

3% of the country, and 129,000 charging piles were completed. The future battery recycling market is huge. According to the new energy vehicle promotion, the average life of the dynamic lithium-ion battery is predicted on the Beijing-Tianjin-Hebei three-earth power storage battery, and retired 10446T in 2020.

Among them, there are 5058T in Beijing, and there are 2974t in Tianjin. Hebei Province has 2414T. According to the national scrap volume in 2025, it reached 116GWH (about 780,000 t), including 70% of the three-yuan battery, Beijing-Tianjin-Hebei accountant for 21%, 2025, Jingjin-Hebei three-yuan waste, lithium-ion battery scrap will reach 114,700 T.

3.2, Beijing-Tianjin-Hebei Region Waste Lithium Ion Battery Recycling Policy In December 2018 The country's first region in response to the national power lithium-ion battery recovery. According to the "Execution Method of the Recycling of New Energy Automobile Power Battery Battery in Beijing" And equipment research and development application; establish a power storage battery industry in Beijing, Tianjin, China.

In July 2019, the Beijing-Tianjin-Hebei industry and the information department jointly announced the "Notice on the list of new energy vehicles, new energy vehicles, new energy vehicles in Beijing,", and 18 projects included in the pilot demonstration. The list of projects, the specific project name and the assignment unit are shown in Table 1. At present, the Beijing-Tianjin-Hebei region is based on the national strategic requirements of the National Beijing-Tianjin-Hebei, constructing cross-regional new energy vehicle power battery recycling system.

Beijing-Tianjin-Hebei is accelerating the pilot work of driving the battery recycling, Beijing-Tianjin, the old power lithium Ion battery recycling is moving or ordering, standardizing. At the same time, it is also necessary to see that the scale of the waste power lithium-ion battery recycling market has risen rapidly, high technical difficulty, high recovery manufacturing cost, low renewal efficiency, difficult qualifications, etc., still leads to a slow power battery recovery, and the system is relatively confusing.

Improve the construction of powerful battery recycling system is imminent. 3.3, Beijing-Tianjin, old-lived dynamic lithium-ion battery recycling, new energy vehicles in Beijing, Tianjin, new energy vehicles, large, not only more popular, and there are many types, wide coverage, typical and representative.

Accordingly, the Beijing-Tianjin-Hebei area has many related companies in the field of recycling and utilization of power storage batteries, and important research and experimental demonstrations in the construction of power storage battery recycling system, ladder utilization and regeneration use. 3.3.

1, the construction of the recycling system construction recycling system, the company has begun to explore the recycling system and mobile recycling service station in the fields of waste home appliances, environmental protection and renewable resources, and construct the power storage battery recovery network system covering the Beijing-Tianjin-Hebei area [7 ]. Zhuhai Gree Electric Co., Ltd.

has put into operation in Tianjin and Hebei, and the waste home appliance treatment project has been put into operation, and the sales network is relying on the online sales network of Beijing-Tianjin-Hebei home appliances. Under the recycling network system, synchronize the construction of the power battery recycling network. Sander Group plans to make full use of its waste resource recycling system in the fields of environmental protection and resource regeneration, online renewable resource trading platform and channels, etc.

Bond Group has established five recycling system mobile service stations in Beijing, Tianjin-Hebei region, providing recycling services for automobiles and battery companies in Beijing, Tianjin, 2017 have reclaimed more than 1100T waste power storage batteries in Beijing, Tianjin, and Bond Group. Beijing Bangpu will also be established, providing specialized services for Beijing-Tianjin-Hebei area. Zhonghua Hebei Co.

, Ltd. has signed a strategic cooperation agreement with Great Wall Auto Co., Ltd.

, Beijing Saidimei Resources Re-use Research Institute Co., Ltd., and cooperates with the lithium power battery recovery project.

3.3.2, the company's secondary use of the ladder, the company actively carries out the construction of the dynamic battery ladder utilization exploration and demonstration project construction.

Beijing Craft Bell Battery Technology Co., Ltd. As the Beijing Advanced Power Battery System Innovation Center, Beijing Handling Battery Surveillance and New Energy Vehicle Evaluation Platform based on big data analysis has established a project development based on the application of the whole package and modular grade dynamic battery application.

And jointly announced the "Optimus Pillar Plan" with Beiqi New Energy Automotive Co., Ltd. to create a light storage power transmission platform.

The "Beiqi Penglong Dynasties Lithium Ion Battery" is dominated by the Beiqi Group, which is dominated by the Beiqi Group. The project is committed to establishing a power battery recovery and the "ladder utilization + resource" circular utilization platform is the first large-scale power lithium-ion battery ladder using the company. The ladder is divided into two constructions.

The first phase is a retired power storage battery ladder utilization project, the planned total production is 10.5GWH / A; the second phase is the waste power storage battery resource system, planning treatment of waste battery is 100,000 T / A. my country Tower Group organizes a number of local use test sites, including a ladder, in the Beijing-Tianjin-Hebei area, currently, at all pilot cladding batteries.

Tianjin Swallow New Energy Renewable Technology Co., Ltd. has built an annual output of about 140 million WH-use capabilities.

Tianjin Zhongji New Energy Technology Co., Ltd. has successfully completed the ladder utilization test of the 1MWH energy storage area, which can be applied to Feng Valley Electric Tonance and Emergency Power.

Tianjin Jiewei Power Industry Co., Ltd. has completed the ladder to use the energy storage power station test to supply electricity for the company.

Tianjin Yinlong New Energy Co., Ltd. actively improves the technical energy storage area of ​​the self-titanate, has built my country's first MW-level titanate-based battery storage station, which is also the world's first 10kV-free transformer straight-grid battery.

Demonstration project of the energy storage system. 3.3.

3 County Meihua Electronic Waste Treatment Service Center, Shijiazhuang Green Recycling Resources Co., Ltd. also has carried out or proposed the power storage battery resource regeneration and utilization related businesses.

Overall, Beijing-Tianjin-Hebei is important in the field of waste dynamic lithium-ion battery recycling. 4. Conclusion With the strong support and encouragement of the development of new energy vehicles, my country's new energy automotive production and sales have risen rapidly.

By the end of 2020, the exhaustive amount of dynamic lithium-ion batteries is expected to reach 200,000 t. Fighting new energy auto markets accompanying the development opportunities of the dynamic lithium-ion battery recovery industry, which is rich in Ni, Co, Mn, Li, etc. in the waste power lithium-ion battery, recovering the use of waste power lithium-ion batteries with considerable benefits.

The new energy vehicles in the Beijing-Tianjin-Hebei area are more concentrated, and the power storage battery recycling is huge. Under the guidance of the Government of the Beijing-Tianjin-Hebei, many companies have launched relevant exploration research and test demonstrations in the construction of power storage battery recycling system, ladder utilization and regeneration use and other links, and lay the foundation for the sustainable development of new energy vehicles. .