Is the power lithium battery recycling will become a hundred billion market behind the new energy car?

著者：Iflowpower – Lieferant von tragbaren Kraftwerken

Power lithium battery recycling industry new round melon battles are about to open. In 2020, all new energy vehicles have ushered in the sales of innovative high, and the market value of the battery manufacturer has soared, and the market value of Ningde is more than 10 million yuan. This month, the fire-fighting accident of Hunan Bangpu Circular Technology Co.

, Ltd., "fried" dropped the Ningde Times 2 billion yuan market value. As an important subsidiary of the Ningde Times, Hunan Bangpu is currently the largest waste battery circulation base in my country.

The total amount of waste battery has more than 6,000 tons of waste-treated battery. This is also a hundred billion-level market. The first batch of power lithium battery replacement boom in 2014, was in the first year of my country's new energy vehicle commercialization, since then, domestic new energy vehicles have exploded.

But behind the new energy vehicle has risen sharply, hide a tricky problem - how to digest a large number of retired power lithium batteries. In order to start large-scale promotion applications before and after 2014, the peak period of this batch of automobile power lithium batteries were in 2020. How old is this market size? The relevant institutions predict that the size of the dynamic lithium battery in China has reached 2.

44 million tons in 2020, and 7.8 million tons are expected to reach 2025 tons. In the new energy car ownership, the number of Beijing-Tianjin-Hebei, the Yangtze River Delta region, the accumulated retirement amount exceeds 35GWH 2021, and this value will reach 280GWH in the next five years.

If the total recovery rate of 97% of the power lithium battery, it is expected to be 2021 to 2025, the domestic market is expected to exceed 40 billion yuan in 2021 to 2025, and the domestic market is more than 40 billion yuan. The entire global market will reach 12.2 billion US dollars (about RMB 78.

8 billion). As the world's largest new energy auto market, my country is bound to become the largest power lithium battery recycling market. In the face of the unlimited Blue Sea market, the major batteries giants have started a positive layout.

For example, BYD has established more than 40 dynamic lithium battery recovery outlets worldwide, and cooperate with Japan Iozhong to establish a joint venture, jointly develop electric vehicle battery recycling international market. Another power lithium battery giant Ningde Times acquired Bangp circle in 2015, producing a three-dimensional positive precursor by recycling metal elements in used batteries. Recently, a wholly-owned subsidiary Ningde Jiacheng, and its business business also includes battery recovery systems.

In addition, nearly 5,000 companies and small workshops are engaged in work related to battery recycling. Recycling company's dilemma, the Ministry of Industry and Information Technology announced the first list in accordance with the list of "New Energy Automobile Waste Battery Comprehensive Utilization Industry", only 5 companies were shortlisted, including Hunan Bang, Ningde Times investment. In 2020, the number of companies that recovered "White List" only increased by 22.

Under the huge market potential, the number of rare white lists has formed a strong comparison with the company of thousands of related businesses. The two also constitute the current domestic power lithium battery recycling market. In the context of a large number of waste batteries into the market, most batteries flow into informal channels, only 30% of regular channels, rather than formal channels have formed a relatively mature industrial chain - first by dispersed merchants Recycling from 4S and other channels, then selling a difference in small workshops with recycling technology.

The so-called "smart woman is difficult to be no rice", which is the same as the previous waste battery recovery and waste home appliance recycling business, the formal power lithium battery recycling company also caught the difficulties of "difficulty in recycling". Expenditure with high taxes and increasing waste disposal costs, regular power lithium battery recovery companies recover one ton of lithium iron phosphate ion battery costs of 8,500 yuan, and the value of materials extracted in one ton of lithium iron phosphate waste cells also However, about 8,000 yuan, basically the sale of money. In order to save costs, the small workshop has used the original manual disassembled battery, and then processed the battery into a new battery according to the battery situation, and then sell it to the vehicle factory.

Despite the risk of explosion, it is facing profits, many people still choose to take risks. The challenge behind the opportunity is today, the high recovery cost of lithium-ion battery has become one of the important reasons for dragging the industry. In addition, the government lacks effective regulatory, the market lacks unified standards, the lack of business models, causing domestic power lithium battery recycling market chaos.

Early dynamic lithium battery manufacturers are different, the model is complicated, and due to limited sales of new energy vehicles, the recyclable dynamic lithium battery is very limited, so that the company is difficult to form a scale effect. Compared to foreign mature recycling mechanisms, domestic battery recovery has not formed a supply chain of industrialization. The final ending is that the recovery cost is too high, which also gave the "black workshop".

The strategic resources such as cobalt, nickel, and lithium itself are very complicated, and it is difficult to copy the recovery model of traditional waste (waste plastics, waste paper, waste metal). Capital is all right, in front of the lack of effective profit model, the enthusiasm of the recycling company is difficult to mobilize. Finally, the automotive power lithium battery raw material recovery industry is still a high pollution industry.

Many large cities have no longer approval such high pollution projects. This is an uncommon barrier on the income of recycling. However, the good news is that the currently retired battery is a lithium iron ion battery, which is less than the lithium metal content and low recovery benefits.

As a result, many companies have begun to try to use the lithium phosphate ion battery, which is more profit than direct disassembly. As the rising three-dimensional lithium-ion battery began to retire, the price of nickel-cobalt manganese contained in this battery is relatively high, and the raw materials have a high value, and it is more suitable for direct disassembly recycling. When two battery scraps increase year by year, economic interests will also highlight.

The conclusion begins in 2019, the Ministry of Industry and Information Technology has successively introduced multiple power lithium battery recovery policies, constantly norms and strengthens the recycling of dynamic lithium batteries and the improvement of the system, which also makes this industry again have received capital. As each giant began to focus on battery recycling on the supply chain, the relevant business has been established, and the recycling of waste batteries is guaranteed from the source. And traditional battery recycling companies such as Greenmei, Hunan Bangpu also technically achieved breakthroughs, improved metal recovery, and reduced recovery costs.

In front of a hundred billion-level market, the powerful lithium battery recycling is not only a topic of environmental protection, but it will also be an opportunity to create more profitability, will become a necessary field of many companies. However, if there is no common collaboration in auto-enterprises, battery companies, recycling companies, and the government, blindly entered this market, obviously not a wise choice. .