my country's new energy cars ushered in the scrap peak battery recycling industry is forming a new blue sea market

Tác giả ：Iflowpower – Nhà cung cấp trạm điện di động

January 14th news (Reporter Huang Yuxi) Minister Xiao Yaqing, Minister of Industry and Information Technology, said, "14th Five-Year Plan" period, the Ministry of Industry and Information Technology will continue to promote the development of my country's new energy auto industry, improve innovation abilities in some key links, and encourage domestic car companies and international cars Enterprise-to-open cooperation, jointly develop new energy automotive undertakings; will focus on carbon Damu, carbon neutralization goals, strengthen the integrated technology innovation of the whole vehicle, promote electricity and network linkage, intelligent parallel development, By formulating supporting laws and regulations, improving the recycling system, publishing relevant standards, promoting new energy vehicle power storage batteries recycling. It can be seen that the development goal has further extended and points to the whole vehicle manufacturing, intelligent network, battery recovery, etc. Taking the power storage battery recovery as an example, my country's new energy vehicles receive large-scale promotion applications in 2013, according to the useful life of the power storage battery, and will usher in the peak period after 2020.

So, where will these power batteries that are about to "retire" on new energy vehicles? Who will pick up the market after the new energy car? Ministry of Industry and Information Technology: The ladder is encouraged by the power battery reporter. In general, the capacitance is reduced to 80% of the waste power battery. After the required processing link, the ladder can be carried out in many fields such as energy storage, distributed photovoltaic power generation, household electricity, low-speed electric vehicles.

The residual value cannot meet the tract of the ladder, and the resource utilization can be performed by disassembly, breaking, sorting, material repair or smelting. According to the "New Energy Automobile Power Battery Ladder" (Draft for Comments) "(Solg for Comment)" (Solgments "in October 10, 2020, the Ministry of Industry and Information Technology (Solius") (hereinafter referred to as "Measures") Division, battery repair and reorganization are ladder products, allowing them to use processes in other fields. The ladder utilization company refers to the company's company.

"We use core technologies such as heterogeneity, hot plug technology, etc. , Intelligent small power battery pack. "Recently, the Ministry of Industry and Information Technology" New Energy Automobile Waste Battery Comprehensive Utilization Industry Standard Conditions "Company List (Second Batch) Blue Valley Smart Energy Technology Co.

, TNHH Introduced, for takeaway, express Wait for high frequency use scenario, lithium-ion battery replacement lead-acid battery is large, using a ladder to use the battery, can better meet the price demand. "At present, small battery packs have passed the rental model, and it is applied in the fields of takeaway, flash, express delivery.

"The person in charge said. The recycling market has to be regulated. "The person in charge of Changsha Yunze Science and Technology Company told Yang Guang Net report, its business scope involves new energy auto parts, new energy vehicle operations, leasing and other fields, from 2017 to this batch of more than 300 new energy trucks.

Although these new energy trucks have not yet arrived "retired age", the person in charge has been planning for their future. He said: "At present, you can do an intermediary of power battery recycling. "Compare new energy vehicle market size, the number of companies that currently operate waste storage battery recycling business is difficult to match.

In 2018, the Ministry of Industry and Information Technology in accordance with the list of "New Energy Automobile Waste Battery Comprehensive Utilization Industry" Company list (first batch) is 5; the second batch of listed companies announced in December 2020, the number of companies increased to 22 Family. However, with the "White List", the "Regal Army" coexist, even with a larger-scale brutal growth, and the workshop company recycling used power storage batteries. The reporter learned that the reason why these workshop companies can seize the market, the key is the channel vulnerability.

There is a significant difference in the recovery price, and the workshop company often seizes the waste battery resources through the means of acquisition of high-priced. This also directly leads to a bad situation in regular companies. A person in charge of the first batch of new energy vehicle power storage batteries in a province, said that as a company that undertakes a pilot battery recovery, dismantling, improve the number of recycling power storage batteries is the difficulty in which it needs to be broken.

With the re-regulation of the recovery supervision, the ladder use the company shall establish a trace source management system, and the manufacturer code application and coding rules shall be recorded in accordance with the national regulations, and the new energy vehicle national monitoring and power storage battery recycling traceability integrated management platform Upload tractuary, waste power battery, etc., ensure that traceability information is uploaded in time, real, accurate. It is understood that the above-mentioned traceability integrated management platform officially launched on August 1, 2018, through information collection and management, realizing the full life cycle supervision of power storage batteries, reaching the source can be checked, go to the chasing, the node can be controlled, responsible The purpose of the research, thereby effectively supervising the recycling responsibility of the responsible subjects of the batteries.

According to the Ministry of Industry and Information Technology, in the past five years, my country has incorporated more than 4.87 million new energy vehicles into the power storage battery traceability management platform. "Now the country has traceable source for new energy vehicles, with the comprehensive realization of industrial Internet, small business hawkers will be difficult to survive.

"The Secretary-General of my country Electric Vehicle Charging Technology and Industrial Alliance Zheng Jia rabbit also said in an interview with Yangguang.com, the current" decommissioning "new energy vehicle power battery is not formed, policy, standard development and recycling technology Explore the stage. The next step is also necessary to recycle the supervision of the waste power battery, logistics, etc.

Industry estimation: The year of the decommissioning battery will be more than 10 billion "" Waste power battery is a baby, and some people will grab in the future. "A unknown industry expert tells Central Guangwang reporter, with the" retired "new energy vehicle power battery scale gradually increase, there will be more and more companies to eat this" cake ". According to industry forecast data, 2020 movement storage battery retransmission is 24.

6GWH, 33.95GWH in 2021, 55.38GWH in 2022, and reached 134.

49GWH in 2025. 2021 - 2022 will be the beginning of the decommissioning battery, the annual industrial scale of the retired battery will exceed 10 billion. The relevant research report of Marketsandmarkets, the international market research institute, is expected that 2025 global power storage battery recycling industry will reach $ 12.

2 billion, reaching $ 18.1 billion in 2030, about RMB 126.3 billion.

The report is expected that the recycling rate of the reputation in the Asia-Pacific Lithium-ion recovery market will be the highest, and my country is one of the largest recycling markets. "This is a fairly huge blue sea market. "The person in charge of Lantas's smart energy, believes that in front of huge market increments, the battery recycling industry will usher in the company's hundreds of conceivements, and the industry inside and outside the industry has accelerated the layout, will gradually construct a power storage battery recycling industry chain.

The above industry experts pointed out that most of which can be recyclable or the use of electric powers that can be recycled, the amount of home new energy vehicle power storage battery is too small, not enough to form relevant industrial or supervision systems. "So, in the stage, it will first set the relevant system, prepare a recycling method in advance, and prepare for the future to recycle home new energy vehicle for the future. "He believes that as the quality of the power battery is getting better and better, there are many fields that can be utilized from the car from the car.

"In the future, after home new energy vehicle power battery forms a certain scale, it is estimated that there will be many companies to seize. For example, logistics companies may take advantage of their transportation and outstanding network advantages, and obtain resources for use in waste power storage batteries. "The industry expert said.

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