Dynamic lithium battery recycling market analysis

ଲେଖକ: ଆଇଫ୍ଲୋପାୱାର - ପୋର୍ଟେବଲ୍ ପାୱାର ଷ୍ଟେସନ୍ ଯୋଗାଣକାରୀ

Cars is an important means of transportation in people's daily life, accompanied by people's living standards, more and more cars began to walk into thousands of households. However, a large number of vehicles brought about a series of problems such as energy consumption, resource shortage, environmental pollution. These issues have prompted major automobile companies to compete to develop a variety of new typeless and low-energy environmental protection vehicles.

Electric vehicles are transportation with electrical energy, converting electrical energy into mechanical energy through electric motors, and there is no discharge of pollutants in this process, which is fully compliant with the concept of environmental protection cars. Therefore, electric vehicles are an important means of solving problems such as resource shortages, environmental pollution, and has been rapidly developed. In 2017, the total sales volume of various types of electric vehicles around the world was about 3.

33 million, an increase of 6.87 million in the year, an increase of 26.0%, as shown.

China, European countries, Japan, and the United States are the main driving force of electric vehicles sales growth. Among them, China's sales of electric vehicles approximately 910,000 units, an increase of 320,000 vehicles over the previous year; 570,000 electric vehicles sold in Europe, an increase of 160,000 vehicles over the previous year; Japan Sales all kinds 11.5 million electric vehicles, an increase of 112,000 units over the previous year, an increase of 10.

9%; US sales of electric vehicles, increased by 60,000 vehicles over the previous year, an increase of 12.4%. The growth rate of electric vehicle sales growth in these 4 countries and regions is 95.

4%. From the technical type, in 2017, the sales of pure electric vehicles still maintained strong growth, reaching 1030,000, an increase of 62.3% over the previous year; the sales of plug-in hybrid vehicle was 370,000, an increase of 33.

4% over the previous year; Hybrid vehicle sales are 1.93 million, an increase of 11.4% over the previous year; the sales volume of fuel cells is 0.

4 million, an increase of 57.4% over the previous year (see). Since the promotion of electric vehicles, the United States has been in the pure electric vehicle sector, and the annual sales of their electric vehicles will occupy the global half-Wanjiang Mountain before 2015.

In 2015, China In order to complete the new energy vehicle promotion goal, the sales of pure electric vehicles have increased, reaching 247,000 units, more than the United States to raise the global sales championship. In 2016, the United States was surpassed by Japan and returned to the third place. 2017 global pure electric car sales are asked for example.

(1) The United States has intervened early in electric vehicles, and technology has also been in the world leader. In terms of electric vehicle promotion, price level, battery technology indicators, supporting infrastructure, technical reserves, etc., have formulated more detailed, comprehensive goals, and high realization is also high.

In 2004-2017, the US has sold more than 5.2 million electric vehicles, including 760,000 new energy vehicles, accounting for 14.3%.

2012-2013, the sales of electric vehicles in US electric vehicles have explosive growth, of which new energy vehicles account for rapidity. 2014-2015, under low oil prices, large fuel SUVs and other fuel models are raised, and electric vehicles have declined, but new energy vehicles sales accounts continue to rise, and 23% in 2015. 2016-2017, Trump was elected as the US President's "US Priority Program" clarified the policy route to develop fossil fuels.

On June 1, 2017, the Trump government announced that the United States will exit the "Paris Agreement", and will cancel the subsidy policy of existing electric vehicles in the new tax bill. All this has led to a significant slowdown in the US electric vehicle promotion. In the past two years, sales have only 1.

2%, accounting for about 3% of the proportion of car sales. However, US new energy vehicles continue to rise in electric vehicle sales, reaching 35% in 2017 (see), in which the annual sales of fuel cells reached a thousand levels, sempuls the global lead position. (2) European economy developed countries represented by the EU in Britain, France, Germany, Norway, Sweden, and Switzerland, pay attention to technical progress and energy saving and environmental protection, vigorously promote new energy vehicles, etc.

Clean energy-saving and environmental protection models. In 2004-2017, the sales volume of European electric vehicles has more than 1.1 million, although the sales of the United States, China, even more than one year of Japan, but Europe leads the direction of global advancement in electric vehicles.

In recent years, Europe is the first to rapidly move from traditional hybrid vehicles to plug-in hybrid vehicles, pure electric vehicles, and actively explore and promote fuel cell vehicles. In 2015, the European sales of electric vehicles were 95,000, of which new energy vehicles accounted for 66%, and the main body of the sales of European electric vehicles were jumped within 3 years. In 2016-2017, the proportion of new energy vehicles has been reduced by traditional hybrid vehicle sales, but it is still close to 50% (see); fuel cell vehicles begin to enter the market and increase promotional strength.

(3) Japan Japan is an electric car big country, and the sales of traditional hybrid vehicle have been between two% of the car sales; although the plug-in hybrid car and pure electric car have not reached the mainstream position, but compared to China Other Asian countries, Japan is already far leading, Nissan Leaf has been a global selling pure electric vehicle model. In 2017, Japanese electric vehicle sales exceeded 11.40,000, an increase of 11% over the previous year, accounting for 22% of its car sales; the traditional hybrid vehicle sales exceeded 1 million, accounting for 88% of electric vehicle sales (see) (4) In recent years, China's electric vehicle capacity has expanded in recent years, and 15 newly built in China in recent years The total capacity of pure electric passenger cars will exceed 900,000 vehicles / year, and the production and sales volume of electric vehicles has emerged.

In 2015, China's electric vehicle output exceeded 400,000, an increase of 299% over the previous year; electric vehicle sales exceeded 3.40,000, an increase of 258% over the previous year. In 2016-2017, the production and sales continued to maintain rapid growth.

In 2017, the electric vehicle output exceeded 950,000, an increase of 60% over the previous year, and the proportion of new energy vehicles was 85% (see); electric vehicle sales exceeded 900,000, A 55% increased over the previous year, accounting for 3% of the national auto sales, of which the proportion of new energy vehicles in electric vehicle sales is 85%. In 2014, with the rapid development of my country's new energy automotive industry, the recycling of power batteries is also Gradually mention the schedule. General Power Battery will be retired after 5-6 years, commercial vehicle power batteries, even 2-3 years will be retired.

Therefore, from 2018, my country will have a large number of power batteries to enter the scrap period. According to the comprehensive estimation, in 2020, my country will have about 20GWH power batteries, and about 93GWH power battery will be retired in 2025, as shown. From the type of retired power battery, 2022 years ago, the retired power battery is mainly a lithium iron phosphate battery; after 2023, the retired power battery is mainly a three-dimensional power battery, as shown.

Therefore, the recovery of iron phosphate cells is the first problem that the power battery recovery is first. As far as lithium battery regeneration is used, the source of waste lithium battery available from the renewable use is not only from direct scrapped retired power batteries, but also have an important source such as waste-consumption lithium batteries, battery companies, etc. After calculating, the main regeneration in the next five years is still a low value of lithium iron phosphate batteries.

However, the regenerative utilization of the three-dimensional power battery will start rapidly from 2020, and more than the regeneration utilization of the consumer lithium battery; starting from 2023, the three-dimensional power battery will further exceed the primary object of the lithium iron phosphate battery to become the main object of regeneration. The power battery will be implemented in accordance with the first regular use, and the way the resource regeneration is implemented. According to the measurement of China's energy storage network, the battery recycling scale will reach around 10.

7 billion yuan in 2020 (there is about 6.4 billion in railing of the market, and the renewable use market size is 4.3 billion yuan).

By 2025, the market size will reach 37.9 billion yuan (there is about 282 billion yuan in the scale of steps, and the scale of regeneration is about 9.7 billion yuan), as shown.

It can be seen that the recycling of power batteries will quickly form a huge emerging market, while the steps are the largest and prospect of the market. Battery recycling market general prediction (unit: 100 million yuan) (important assumptions: 1. New energy vehicle development process is consistent with national planning;.

3, the proportion of power battery expires from 80% gradually increase to 90%; 4, can be gradually rising from 55% to 70%. 5, the steps battery is scrapped after 5.5 years; 6.

The recovery rate of consumption batteries has gradually increased from 10% to 20%; 6. The waste rate of the battery plant has gradually decreased from 4.5% to 2%.

) From the potential application area of ​​cascade batteries, batteries have huge application potential in the fields of energy storage and low-speed electric vehicles. A China Tower Company has more than 1.8 million in communication base stations.

At present, the replacement of the battery of the battery and the new base station requires 25GWH batteries. According to the Chinese energy storage network, it is equivalent to the total amount of battery in the country in 2020. 3 times.

Two China's low-speed electric vehicles have sold more than 1 million vehicles in 2016. It is expected to reach 2 million in 2020, with a total of battery 10-14GWH. At present, lead-acid batteries are mainly used to replace the cost reduction power battery.

Three new energy power generation, transmission and power network peak adjustment, user-side peaks, smart grid, and family distributed photovoltaic power generation have huge application potential. It can be seen that the cascade battery is not only completely lack of market space, but also the formation of this huge emerging market field in this huge emerging market. Given the power battery essential prediction data.

5 Split power lithium battery is the core component of the electric vehicle. In order to analyze the return of future power lithium batteries, this chapter first analyzes the sales volume of electric vehicles in all major markets (including China) in recent years, and analyzes that the power lithium battery is large. The scale of retirement period is coming, and finally introduces the laws, regulations and related standards issued in the lithium battery field.

Specifically, the following conclusions can be drawn: (1) After 2000, the global electric vehicle market has been rapidly developed, and the sales of electric vehicles in major countries have grown year by year. Affected by the tightening of China's environmental policy, half of the world's global pure electric car happened in China. (2) According to the forecast, the amount of power lithium battery will develop from the current 2GWH to 93GWH in 2025, the growth rate is as high as 4650%, of which the three-yuan battery will become a mainstream retired power lithium battery in 2022.

(3) According to the prediction, the market capacity of the power lithium battery also maintains rapid growth with the retirement of the powered lithium battery, and the total market has increased from the current 37.9 billion yuan in 2025, of which the renewable use part from the current 22 100 million yuan to 9.7 billion yuan in 2025, and the portions of the junction use from the current 100 million yuan to 4.

7 billion yuan in 2025. (4) In order to promote the recycling of power lithium batteries, in recent years, the Ministry of Industry and Information Technology, the Development and Reform Commission, the State Council, the Ministry of Environmental Protection, the Ministry of Commerce, Quality Supervision, Autosity, National Standardization Administration, have intensively introduced a number of laws and regulations and standards, which greatly promotes Recycling of dynamic lithium batteries. .