Power lithium battery recycling: Blue Sea has been opened but not a tank

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - ପୋର୍ଟେବଲ୍ ପାୱାର ଷ୍ଟେସନ୍ ଯୋଗାଣକାରୀ

A few days ago, the camel shares announced that it is advised to invest 5 billion yuan to build a dynamic lithium-ion battery ladder, and the project is important to recover some of the retired dynamic lithium-ion batteries and conduct a ladder utilization, or recover the production of powered lithium ion battery materials. Precursor, expected to be recycled daily after all of them, about 300,000 tons of waste dynamic lithium-ion batteries. This big hand investment has triggered public opinion, in the industry, the recycling of layout dynamic lithium-ion battery is an important initiative of strategic transformation and early occupation of market opportunities.

Undoubtedly, the recycling and utilization of dynamic lithium-ion battery is gradually become a new wind direction of the market. In particular, 7 departments of the recent Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Environmental Protection issued the "Interim Measures for the Administration of New Energy Automobile Power Battery Recycling and Utilization", encouraged the development of ladder utilization and regeneration, and became an important policy orientation of industry development. In recent years, my country's new energy vehicles have been rapidly developed, and the data from the Sino-Stroller Association has shown that 2017 new energy automotive production is 794,000 and 7.

77,000, for 9 years, the world's first, expected In 2018, the sales of new energy vehicles will exceed 1 million, follow-up will remain faster. It is worth noting that almost all new energy vehicles (pure electric, plug-in hybrid vehicles) use lithium ion batteries. Take Tesla Models as an example, its bicycle battery can reach 400 kg.

The number of power lithium-ion batteries mounted on millions of new energy vehicles will be a lot of numbers. The service period of the power lithium-ion battery is around 3-5 years, and it will face the elimination of fate. According to China Auto Research Data, it is expected that 2018-2020, the domestic cumulative scrap dynamic lithium-ion battery will reach 120,000 to now to 200,000 tons, to the 2025 movement lithium-ion battery annual report or 350,000 tons.

The vast retired dynamic lithium-ion battery market has emerged. Whether it is from environmental protection or resources to maximize utilization, the recycling utilization of power lithium-ion battery is on the string, while the power lithium ion battery recovery is gradually highlighting its utilization value. Dynamic lithium-ion battery retired from new energy vehicles, energy density still stores 70% -80%.

The maximum use of this part of the residual value has triggered the company's great attention and interest, one of which is a feasible mode is the ladder. At present, the initial investment cost of the ladder is only half of the new battery energy storage. Today, the storage is not commercially, the ladder will undoubtedly have great attraction.

The ladder storage concept has disagreement in the industry, and it is considered that there is a difference between the retired battery monomer. There is a risk in energy uniformity, which is easy to cause overtime, and bring higher subsequent management costs. However, with the improvement of battery testing, battery management and other technologies, many companies have smelled business opportunities, carry out relevant research and demonstration projects of ladder energy storage, such as Zhengzhou City, Guantang, China Electric Power Company Jiali true power transmission line test base mixed microgrid system, Yulu new energy dominated design of Jiangsu Yang Zhaowa industrial and commercial energy storage system, etc.

, the practice application of ladder energy storage continues to increase. Previously, the driving lithium-ion battery recycling did not cause extensive attention in the industry. Important is poor in early battery quality, it is difficult to form scale utilization, and this year will usher in new energy car newspaper, dynamic lithium-ion battery recycling is not only imperative It also represents trends and future, the business path of the powerful lithium-ion battery recovery is about to open.

Especially after 2020, as the number of retired batteries rose sharply, the scale effect and economic value of the ladder will be greatly reflected. At the same time, the value of the power lithium-ion battery as a resource recovery is also demonstrated. The price increase is one of the main lines of the main line of the raw material market in the upstream of the power lithium-ion battery in the past two years.

my country's demand drives, cobalt, lithium prices constantly climb new height. Taking cobalt as an example, the Congo (gold), which is 64% of global cobalt production, is specified as strategic assets, and the mining tax increased from 5% of the mining tax. 10,000 yuan / ton, it is expected that cobalt price or further exceeded 800,000 yuan / ton this year.

Reasonable recycling with metals such as cobalt, nickel, manganese, lithium, iron and aluminum in waste lithium-ion batteries will become an important way to create income and reduce costs. Studies, the scale of recycling markets created by waste batteries will exceed 5.3 billion yuan in 2018.

More than 10 billion yuan will be more than 10 billion yuan. The 2023 waste lithium-ion battery market will reach 25 billion yuan. In front of the business opportunity, the recycling of powerful lithium-ion batteries is increasingly interesting, including camel shares, BYD, Ningde Times, Greenmei, Xiong Shao, Guoxuan High-class, Huayou Cobalt, China Aviation Lithium Electric and other batteries Production and related companies are also active.

In the beginning of this month, the Ministry of Industry and Information Technology, etc., "Supporting my country Tower Company and other companies to combine pilot work in various regions, carry out the construction of dynamic battery ladder". At the beginning of this year, there were 16 new energy companies such as my country Tower Company and Chongqing Chang'an and Guoxuan High-class, signed a new energy vehicle power battery recycling and use strategic partner agreement to form a sustainable development of sustainable development.

Although the dynamic lithium-ion battery recovery is opened, it is not a tank, but it is not a tangible. Perfect, mature, dynamic lithium-ion battery recycling network construction is also in the process of construction, does not exclude the emergence of chaos such as secondary pollution. Second, the battery recovery technology and process levels also have controversy, and the cost of recycling is high, and the company's technical level and profitable space are also.

Source: my country's Energy Reporter: He Ying.