Power Battery Overcapacity, Recycling Problem Is Imminent

- Nov 25, 2016-

With the rising trend of new energy vehicles, power battery shipments also pulled up sharply. According to the Automobile Association statistics, 2016 January-July new energy vehicle production 215,000, an increase of 119.8% over the previous year. Following the overall trend of new energy vehicles, power battery shipments in the first half of this year continue to maintain strong growth momentum, power battery shipments reached 6.67Gwh, accounting for 42.5% last year, with the first half of last year 2.72Gwh, an increase of 1.45 times. 

While the rapid growth in demand for power batteries at the same time, major companies are also in full swing for the layout. In the fierce competition, in order to enhance competitiveness, manufacturers have around the battery safety, battery life and cost, etc. to accelerate the development process.

Take BYD as an example. In the field of power batteries, mainly BYD lithium iron phosphate batteries as the core technology, and Tesla Panasonic ternary lithium battery used compared to BYD's lithium iron phosphate battery exists a slightly lower power density disadvantage, but also has to maintain a high Cycle life, higher safety performance, and lower cost. .

Power battery performance and cost advantages also brought to the BYD business advantage. 2016 in the first half, BYD reelection of the global electric car sales champion, sales reached 43,244 units. Its power battery business and therefore benefit from the market share of 14.4% in 2015, increased to 19.4%. It can be said that BYD only by virtue of their own power, they beat a strong opponent.

Of course, in the field of careful layout of the power battery is not a BYD, which also includes Samsung, LG Chemical, Panasonic and other industry giants. With the growth in power battery shipments, coupled with the re-layout of enterprises, one can imagine, the future power battery capacity will face a surplus situation, which will lead to a series of other issues, such as the warranty period.

Recently, Beijing 2000 new energy vehicle battery has passed five-year warranty period, battery recycling has become a new problem. However, due to the lack of specific standards, the main responsibility of the battery recycling and the parties to bear in the process of recovery are not clear, This undoubtedly hindered the pace of power battery recycling.

According to relevant information, the current United States, Japan and other countries for battery recycling has a certain standard process, although not perfect, but has been at the forefront of the world. To Japan, for example, Japan's new energy vehicle industry parties have initially established a "battery production and sales - recycling - recycling treatment" battery recycling system, while the Japanese people also spontaneously set up civil society organizations to participate in the recycling of used battery products Each link. In contrast, China's standard specifications want to lag.

For battery recycling problems, automotive experts Zhang Zhiyong expressed his views. Zhang Zhiyong said that regardless of battery recycling after the battery manufacturer in what form, the key issue is that the national standard must be mandatory, not a mere formality. At the same time, the national standard should develop a unified processing process, requiring all enterprises in strict accordance with the implementation process. "Before, for other types of battery recycling, the country has been out of the corresponding policy, but the effect is not satisfactory, if the national standard in the national mandatory measures exist, then the market for new energy vehicles and even the natural environment is significant, The introduction of new energy vehicles is likely to bring positive market. "Zhang Zhiyong said.