Power lithium battery industry chain tight recycling to use it to be happy

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Umhlinzeki Wesiteshi Samandla Esiphathekayo

"Mainstream battery factory supplies tight, Ningde era, BYD supplied battery is difficult to order. "Zhang Haiwen, a 4S shop sales manager in Chang'an Automobile North China, told my country Securities News. The new energy car market is hot, the demand for dynamic lithium-ion battery has increased, and the lithium-ion battery is fully industrial chain.

Experts pointed out that with a large amount of retirement of the old battery, by recycling, it can alleviate the shortage of raw materials on the upper row of raw materials, improve resource utilization. High-quality high-density battery production is in short supply of dynamic lithium-ion batteries, Zhang Xiang, researcher of the Automobile Industry Innovation Research Center of North University of Technology, said that the current output utilization rate is only 30%. High quality high-density battery production is shortage, the utilization rate of head companies such as Ningde Times reached 90%.

As technology is updated, the market has an increase in the demand for new batteries, but the output can't keep up. Xiaopeng Automobile Power System Related Engineers Zhang Jing (pseudonym) said: "New energy vehicle dynamic lithium-ion battery life, decay as the number of use. According to the industry regulations, the power lithium-ion battery is attenuated to 80% of the new battery (battery life), the life of the power lithium-ion battery is endped, no longer suitable for new energy vehicles.

At present, the industry is recognized that the number of charging cycles of the ternary lithium ion battery is 1000 times, and the charging cycle of the lithium phosphate ion battery is 2500 times. "" Car companies have warranty to the battery. For example, Changan Automobile's eight years of 120,000 kilometers, Beiqi's eight years of 150,000 kilometers.

BYD is more special, battery self-produced, so the battery life warranty. "Huang Kang, the head of a car sales center in Beijing," said "" After the quality insulation new energy car, the battery cost is huge. In addition, with the advancement of scientific and technological, many car owners do not wait until the battery is scrapped.

"Relieve the raw material shortage pressure starting point lithium battery size data shows that in June, my country's powered lithium-ion battery loading volume is 52.5GWH, which rises by 200.3% year-on-year.

Among them, the amount of the ternary battery is 30.2GWH, accounting for 57.5%, a year-on-year accumulation increased by 139.

0%; the amount of lithium iron phosphate ion battery loader is 22.2GWH, accounting for 42.3%, and the total increase of 368.

5% year-on-year. The amount of power lithium-ion battery is lifted, and the price of raw materials has risen. my country's securities reporter learned from the multifluoro multi-related staff, the important raw material of the dynamic lithium-ion battery electrolyte continued to soar, and the battery production cost is improved.

Baichuan Fu Ying data shows that June 25 to July 1, the mainstream price of the lithium Sixfluorophosphate is concentrated between 300,000 yuan to 360,000 yuan, and the average price of the domestic market rose to 330,000 yuan / ton, from the beginning of the year Up rising 208.41%. Lithium-ion battery industry analyst Teng Hongli said that the current hexafluorophosphate is important in executive pre-order, the company continues to be produced.

With the new energy car demand boost, the lithium-ion battery market is high view gas pulling hexafluorophosphate is high. "Raw material price increases to lithium ion battery production, the use of waste batteries is not a raw material supply source. "Zhao Qiang (pseudonym) of a researcher in an energy industry investment agency told my country's securities reporter, and the recycling of lithium-ion batteries is divided into two types: ladder utilization and recycling regeneration.

Among them, raw materials such as nickel, cobalt, manganese, and lithium can be put into use again. Recycling raw materials is lower, chemical performance is different, cost-effective. According to the data of my country's automobile technology research center, the total amount of powerful retirement of my country's powered lithium-ion battery in 2020 will rise to about 780,000 tons to 2025.

Huang Qiang, deputy general manager of Green Mei, said that the recycling utilization can be. Solve the problem of power battery recovery is beneficial to the environment, strategic resources and safety. According to the ladder use, according to the prediction of Zhongguancun Energy Industry Technology League, "14th Five-Year Plan" period, the energy storage industry will maintain a year-on-average compound increase of 57%.

Everbright Securities expects to renew the scale of 100 billion yuan to the 2030th and phosphate ion battery recovery market. Improve the recycling system June 23, the National Energy Administration publicly solicited opinions on the "New Energy Storage Project Management Specification (Interim) (Suggestions)", and points out that the relevant units of the new energy storage project shall follow the relevant laws and regulations and technologies. Specification requirements, strictly implement management procedures for project safety, fire protection, environmental protection, implement safety responsibility.

Key breakthroughs in battery consistency management technology, the performance monitoring and evaluation system of the power lithium-ion battery is improved, in principle, in principle, the storage project must not be newly built. The dynamic lithium-ion battery ladder that has been built has been built should regularly evaluate battery performance, strengthen monitoring, and strengthen supervision. Zhang Xiang told my country's Securities News reporter: "The current battery management technology is still immature, it is difficult to ensure consistency of a single battery.

The performance indicators of the new battery are consistent, but during the use process, the voltage is different, and the difference is different, which is seriously caused by battery safety accidents. "In July 2018, the Ministry of Industry and Information Technology announced the first batch of companies that comply with new energy vehicles for useful power storage batteries, including 5 companies such as Hapeng Technology, Greenmei, and Bond Circuit. In January 2021, 22 companies have added 22 companies in the second batch of powered lithium-ion batteries.

According to the "Notice on Printing and Distributing the" Tenth Five-Year Plan "Circular Economic Development Plan, promote the recycling of waste dynamic lithium-ion batteries, strengthen new energy automobile power lithium-ion battery traceability management platform construction, improve new energy vehicle power lithium-ion battery recycling Traceable management system. Wang Yue (pseudonym), the auto industry analyst Wang Yue (pseudonym), said to my country Securities reporter: "The source of powerful lithium-ion battery recycling is closely related to the vehicle company. Car companies are familiar with the basic situation of vehicles, maintenance, batteries, etc.

, which can reduce the safety risks of battery recovery. ".