ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - Leverancier van draagbare energiecentrales
Since 2014, my country's new energy passenger car market has been opened, the new energy automotive industry has experienced rapid development. During the "13th Five-Year Plan", my country's new energy vehicles have promoted more than 4.8 million vehicles.
According to the overall goal proposed by "Energy Saving and New Energy Automobile Technology Road Map 2.0", in 2025, 2030, 2035, my country's new energy vehicle sales accounted for approximately 20%, 40%, 50%, respectively. The rapid growth of new energy vehicles, will now produce a large number of retired power batteries.
How to promote power battery efficient recycling, build a power battery circular economy system, make up for industrial short board, have become the focus of industry. "New Energy Automobile Industry Development Plan (2021 ~ 2035)" not long ago, pointed out that the power battery ladder is stored in innovative applications in the field of energy storage, reserve, and boost electricity, strengthening the residual detection, residual evaluation, and recombination. Development of technology such as utilization, safety management.
As the first part of the new energy vehicle battery circulation economy, the dynamic battery ladder has extended battery life, which is of great significance from resources safe, energy saving, economic benefits, and extension of industrial chains. The utilization of the dynamic battery ladder should be used from the start of the retired battery. The battery life of the new energy car has been opened.
It is generally 4-8 years. With this, in 2019, it is the start time of my country's new energy vehicle battery enters batch scrap period. Preliminary estimation, in 2020 my country will generate about 260,000 tons of retired lithium-ion batteries, will result in 800,000 tons of retired lithium-ion batteries in 2025, and it is expected that the capacity is more than 130 GW.
From my country's powered battery development route, the retired battery is mainly based on lithium iron phosphate batteries in 2023, and it will gradually change to three yuan lithium ion batteries. At present, my country's policies related to the tradder of the power battery have been clear. From the national standard level, since 2019, the Ministry of Industry and Information Technology issued the "New Energy Automobile Waste Battery Battery Comprehensive Utilization Industry Standard Conditions" and "Interim Measures for the Administration of the New Energy Automobile Waste Power Battery Comprehensive Utilization Industry", encourage the comprehensive utilization of ladder utilization Enterprises carry out powerful battery traders in the base station preparation, energy storage, and shift electricity and other fields, improve battery comprehensively economic benefits.
From the perspective of local measures, the policies of the dynamic battery ladder have been released. Taking Guangzhou as an example, in the first half of 2020, Guangzhou issued the "Opinions on Promoting the Development of Automobile Industries", "Opinions", clearly promoting power battery recycling and reuse. "Opinions" urge the vehicle manufacturing enterprise and power battery-related enterprises to fulfill corporate responsibility, support battery residual reuse, encourage implementation of unified standards, solve the inconsistency of battery products, incompatibility, etc.
, improve recycling economy. At the same time, the "Opinions" give no more than 30% of the reward for each pilot demonstration project, with a single company, no more than 100 million yuan, and give a pilot demonstration project 5 years loan payment, a single company is the highest annually More than 10 million yuan. With the support of multiple policy, the power battery ladder uses the overall development.
At present, the actual application case is mainly focused on the field of electricity energy storage and communication base stations. In the future, the application market is expected to be further expanded. Among them, in large centralized charging stations, the retired battery can be used to form an energy storage system to achieve peak valley arbitrage and reduce charging costs.
In terms of future development potential, the power battery is used to have a large market space in the field of electricity energy storage, low-speed electric vehicles, and communication base stations. The promotion of multiple policies also allows the power battery ladder to use participation gradually increase. In recent years, battery companies, vehicle companies, downstream users, professional energy storage system integrators, even enterprise-based enterprises, and other enterprises, etc.
, are beginning to pay attention to the utilization of power battery, and carry out technical accumulation and Related Business. There are also some companies specializing in the use of powerful batteries, but due to the power battery ladder use involving links (battery disassembly, packaging transportation, dismantling, sorting, reorganization, etc.), and the power battery life cycle is longer, current my country's retired volume is not enough to support the complete ladder utilization industry.
As the power battery large-scale retirement period is constantly approaching, the operations of various enterprises' investment layout related business and capital acquisitions are gradually intensive. Due to the systematic and complexity of the power battery recovery system and the systemic and complexity of the recycling system, the strategic alliance and cooperation on the industry chain are the inevitable trend of the future. In addition, it will also make the power battery circulating economy will make the power battery as the financial value of assets, and will promote some financial asset services enterprises with power batteries.
Cost-standard deposit problem Currently, the retiring battery is mainly facing the following aspects: First, the new battery cost is faster, the ladder uses the battery's profit carrier capacity. The cost of the ladder is generally 60% to 70% of the new battery cost. Compared with the new battery, the old battery is inferior in terms of service life, safety, performance reliability, etc.
, and most of the retired batteries need to pass. Test, analysis, assembly, etc. will bring higher additional costs.
At the same time, the cost of new battery is still fell rapidly, bringing great challenges to the cost advantage of retired batteries, so that the competitive advantage is not obvious, to a certain extent, affect the enthusiasm of users using retired batteries. Second, the application data of retired batteries is insufficient, lacks in-depth research, and cannot quickly and efficiently recognize the battery. For third-party enterprises that are used in retired battery ladder, it is difficult to obtain battery actual application data, and there is currently no efficient and fast testing plan, which increases the difficulty of battery analysis and additional cost.
Third, the policy and regulations are not perfect, the power is not clear, resulting in lower recovery rate. Despite the establishment of a power battery traceable platform, it clarifies the responsibility of the parties, but lacks a sound regulatory system, causing a large number of batteries to recover in non-formal channels, and cannot guarantee battery safety treatment, affecting battery recovery. Fourth, the power battery lacks a unified standard, the ladder use is also lacking.
From the production source, there are many kinds of power cells, and the specifications are different. They are not designed according to the requirements of the automotive main plant, and they have not taken advantage from the source, and bring a larger difficulty to future traders. From the perspective of retirement, most private cars retired, the residual capacity of the battery is low, the residual capacity of the taxi and public service vehicles, the lack of unified grading, assessment, screening standards for power battery in different fields, causing Retired battery reuse companies and users lack confidence.
In addition, due to the lack of regulatory mechanisms, in some companies, there is a phenomenon in order to take subsidies in advance. How to establish the challenges of the above-mentioned retired battery ladder, construction sustainable, healthy and orderly retired battery recycling, recommended as follows: First, we must strengthen technology research and development, develop efficient and rapid retired battery health Identification technology. Strengthen the research and development of battery health status identification technology, develop efficient identification technology, reduce the diagnosis cost of decommissioning battery, reduce the difficulty of reducing the decommissioning battery to operate data, providing retired batteries to run data to the development of retired batteries to help Reduce decommissioning battery diagnostic cost.
Second, we must improve the policy and regulations and promote the scale of the ladder. Cultivate battery production, recycling, and then use each link through policies and regulations to achieve 100% recovery of battery. The corresponding policy supports the development of related industries, strengthens the scale of industries, and leads economic advantages through large-scale development.
Again, establish a technical standard system for the use of the dynamic battery ladder. By considering the requirements of battery performance, including service life, charge and discharge ratio, safety indicators, including service life, charge and discharge ratio, safety indicators, and forming a decommissioning battery technology standard, different grades of retired batteries match the corresponding application scenarios. In addition, the health status of retired batteries is established from the standard level, and the residual energy detection standard is quickly and efficient.
In order to promote the retired, the automobile power battery is reused on the energy storage system. In Oct 2018, the US Insurance Laboratory (UL) released the UL1974 "EvaluationForRepurposingBatteries", and UL1974 is also the national standard of the United States and Canada. Future Zhongguancun Energy Storage Industry Technology Alliance (CNESA) and UL will form a working group, jointly promote the system (repair) and improved binding and improvement in the ladder utilization and energy storage field.
Energy review.