Dynamic lithium battery "retired period" charter new energy company to take the beach recycling market

著者：Iflowpower – Lieferant von tragbaren Kraftwerken

On March 9, the domestic battery manufacturer camel shares announced that the company proposed to invest 5 billion yuan to build a camel group's dynamic lithium-ion battery ladder utilization and regeneration production park project. After all of them, it is expected to form an annual recovery process in 2025. About 300,000 tons of waste dynamic lithium-ion batteries, and corresponding positive electrode material production power, realization of annual output value of about 75 billion yuan.

This is not the first case involved in the recycling of lithium-ion batteries. In fact, in 2013, the first new energy power lithium-ion battery invested in 2014 will enter the "retired period", in environmental protection requirements and policy norms. Under the cause of the factor, constructing the call of recovery power lithium-ion battery mechanism is getting higher.

From the statistical data of my country's auto industry, the sales of new energy vehicles in my country reached 777,000, lasting for three years, with a total of approximately 1.8 million vehicles, accounting for more than 50% of the global market. The rapid development of new energy vehicles also makes the dynamic lithium-ion battery recycling market rapid expansion, CITIC Securities expects that the recovery of lithium-ion battery in 2020 will be close to 40GWH, 2022 lithium-ion battery recovery will be close to 70GWH.

In the face of this, it is not yet formed, but it is expected to break through the market in the scale of 10 billion yuan after the next four years, as a camel shares, more powerful lithium-ion batteries and related energy companies, from economic efficiency and resource scarce, see it. Potential business opportunities in the recycling of dynamic lithium-ion battery. In fact, in the upstream raw material price increase, and the downstream vehicle factory passed the "subsidized resumption" pressure, the power lithium-ion battery company is seeking the breakout path in both ends, and the recovery of the power lithium-ion battery is constructed.

The development of closed-loop industrial chain is simultaneous, or will become a big cake for these companies to get profitability. However, it is worth noting that Zhang Zhiyong, deputy director of my country's Automobile Brand Research Center, said Zhang Zhiyong, said that "Even in the future industry prospects can be seen from the present stage, the battery recovery is not a sought profit." Market, but a foundation that allows the front end of the industry.

The new opportunities of the market are different from traditional fuel vehicles, and new energy vehicles are used as a battery formed by tap, nickel, manganese, and lithium as a power supply. The domestic power lithium-ion battery is important is a lithium-ion battery. Although there is an environmentally friendly clean advantage.

However, its battery also has "troubles" with life life. It is reported that when the battery capacity is attenuated to 60% -80% of the initial capacity, it will replace the effective service life of the design. Therefore, the effective life of the passenger car battery is generally 4-6 years, and the electric commercial vehicle is much longer than the day, the speed is more effective, and the battery has only about 3 years.

This means that domestic new energy vehicles in China in 2014 will be willing to welcome the "retired period" of the power lithium-ion battery in 2018. A study report recently announced, in view of 2014-2017, the shipments of domestic power lithium-ion batteries were 5.9GWh, 7.

0GWH, 30.5GWH and 39.2GWH, respectively, and in the next three years, CAGR is still expected to keep 30%.

The above is expected to be close to 40GWH in 2020, and the radical lithium-ion battery recovery will be close to 70GWH in 2022. According to the metal value contained, the level of 70GWH will make the power lithium-ion battery recovery market break through the size of 100 billion yuan. This is undoubtedly a very attractive market, which urgently needs to reduce costs.

When the above camel shares announced the notice, the company actively involved in the field of lithium-ion battery recovery in 2017. The Power Lithium Ion Battery Regeneration Productment will form a "double" recycling of automotive battery recycling and power lithium-ion batteries with the company's existing business. Closed-loop "industry chain, the company will achieve green and circular development in the new energy industry.

In fact, accompanied by the power lithium-ion battery recovery market is expected to expand. In the past six months, many lead companies have begun to add code layout. In August 2017, Guoxuan's high-tech announcement shows that Lanzhou Jinxuan, which is in Lanzhou, China, has established 50 million yuan in Anhui, Gansu, has established two battery resources recycling technology companies in Jinshan, Gansu, which is used to engage in power.

The recovery, dismantling and processing of lithium-ion batteries, the cooperation between the two achieves complementary industrial chain, which in turn turns on the connection between lithium-circuit raw materials and battery recovery. In addition, as a small number of domestic companies, the company has also produced a powerful lithium-ion battery and electric vehicle, BYD also implemented the construction of recycling chains in the internal system: through Baolong Factory, cooperated with dealers, complete the removal of lithium-ion batteries, test , Re-use; through Huizhou Material Factory to complete the dismantling and recycling of used battery materials. Recently, IPO is in the Ningde Times, the layout in the recycling field earlier.

In 2015, Ningde Times passed the subsidiary Ningde and Sheng Shares 69.02%, and the main business was taken into the Guangdong Bang Ping control of the waste lithium-ion battery, and incorporates it into the scope of consolidation. In addition, Green Mei, Huayou Cobalt, China AV Lithium Electric and other battery production and related companies are also actively layout dynamic lithium-ion battery recycling fields.

It is worth mentioning that the powerful lithium-ion battery company competes into the recycling area, may not only be optimistic about the prospects of the recycling market, but also due to the rise of the upstream raw material costs leading to profit stress. In the Performance Express announced in February 28, China University pointed out that the company's performance decline was because in 2017, the price of domestic power lithium-ion batteries was generally declining, and the price of upstream raw materials rose. Anxin Securities On March 13, the gross profit margin of Guoxuan's high-tech dynamic lithium-ion battery business was 37.

91% in the first half of 2017, down 10.8 percentage points compared to 48.71% in 2016; The gross profit margin of the battery service in the first half of 2017 was 24.

76%, a decrease of 1.78 percentage points compared to 26.54% in 2016; the gross profit margin of the Rilevo power lithium-ion battery business in the first half of 2017 was 31.

91%, compared to 2016 39.11% decreased by 7.2 percentage points.

The recycling market is in the unstead of the powerful lithium-ion battery recycling market, but Zhang Zhiyong said to the Times Weekly reporter that this market still can't be a market, the entire recycling system has not been formed, "some new energy cars will have repurchase Commitment, but now overall, the new energy company's guarantee is still relatively low, and there has also been a large number of batteries. ". However, he also recognizes that the construction of the dynamic lithium-ion battery recovery system is very inevitable, the power lithium-ion battery has strong pollution, improper recovery, no matter whether it is in the society or the environment is very harmful.

Although in the long run, during the production process of the battery, the raw materials can be recycled, and the company has economic benefits. From the perspective of the company, the battery recovery is not a market seeking profitable market, but a let Foundation of the front end of the industrial chain. What is not ignored is that my country's new energy vehicle power battery recycling does have multiple problems: recycling laws and regulations is not perfect, on the one hand, the government has not completed the new energy vehicle power storage battery recycling special legislation; on the other hand, power The battery has not realized standardization, the shape of the battery, the pole constitution, the outer casing material, etc.

The target recycling technology has not yet been carried out. The industry is generally believed that the waste-driven lithium-ion battery recycling pathway, safety dismantling, environmental protection, guarantee product quality and reuse technology are still the common problem facing the industry, and there is no need to jointly establish a comprehensive recycling system, standardized standard system and Powerful National Engineering Research Center to ensure the healthy development of the dynamic lithium-ion battery recovery industry. In fact, since the 2012 State Council announced that "Energy Saving and New Energy Automotive Industry Development Plan (2012-2020)", the government-related departments have announced the "General Office of the State Council on accelerating new energy vehicles", "electric vehicles Dynamic Battery Recycling Technology Policy (2015) ".

On February 26, the Ministry of Industry and Information Technology, the Ministry of Industry and Information Technology, etc. Who pollutes who governments means that power production companies and automakers have unstractive responsibility on the problem of recycling of dynamic lithium-ion batteries. In this regard, Zhang Zhiyong analyzed that in the construction of the recycling channel of the waste battery, the participation of all the links on the industry chain is unrealistic.

The government should be dominated by the vehicle company, "the vehicle company faces consumers, It is a key link to connect new energy automotive production and consumers, which is also the most effective way for vehicle companies. However, during the two sessions, Chen Hong, a representative of the National People's Congress and Shanghai Automobile Group, said that at this stage, my country's dynamic lithium-ion battery recovery policy system is not sound enough, and the vehicle factory is difficult to do the power lithium-ion battery for all sold vehicles. The new car sells the full life cycle management of the final recycling.

"It is recommended to study the recovery qualification of new energy vehicles, gradual elimination of technology backward, environmentally friendly companies". In terms of recycling of dynamic lithium-ion batteries, there are currently important aspects of domestic industry exploration, including step utilization, regeneration utilization, etc. Waste batteries are transferred to disassembly, extract raw materials, waste harmless treatment and other renewable utilization links.

It is worth noting that although many capital enters the recycling area, from the current development of the industry, there is still a short period of time. Zhang Zhiyong said in the Times Weekly reporter that "the market can be formed to see the entire new energy car market, if it reaches millions of production and sales per year, the maturity of the recycling market is no problem, but the next two or three years Not at this time ". .