Power battery "retired tide" swept over, power battery recycling has become an important issue in front of the entire industry. "It is necessary to speed up the implementation of the recycling system for power batteries." Cai Jielian, deputy director of the Transportation Services Department of the Ministry of Transport, presented at the China Automotive Industry Development (TEDA) International Forum held recently.
Since 2015, the production and sales volume of new energy vehicles in China has been the world's number one for four consecutive years. The rapid growth of sales of new energy vehicles has driven the strong development of power battery capacity. From 2015 to 2018, China's power battery installed capacity is 16GWh. It has grown to 57GWh, with a compound annual growth rate of 54%.
As the installed capacity of power batteries rises, the problem of power battery recycling becomes more and more urgent. According to the research of China Merchants Securities, according to the life battery life of 4 years to 6 years, the power battery produced in 2014 began to enter the scrapping period in 2018. It is estimated that by 2020, China will produce about 240,000 tons of decommissioned lithium-ion batteries. In 2022, 530,000 tons of decommissioned lithium-ion batteries will be produced.
According to the calculation of the service life of 4 years, 2018 is the first year of power battery recycling, and 2019 is ushered in the retirement period of power battery scale. At the same time, with the arrival of the large-scale scrapping period, the business opportunities of the power battery recycling industry have gradually become prominent.
According to the "In-depth Research Report on Power Battery Recycling Industry" released by the future think tank, the market space for power batteries is expected to exceed 60 billion yuan from 2019 to 2025, with a compound growth rate of 50%.
Among them, from 2018 to 2020, the total utilization space of ladders will total 4.7 billion yuan, and the accumulated market space will reach 17.1 billion yuan by 2025. From 2019 to 2025, the market space for metal recycling of nickel, cobalt, manganese and lithium in ternary lithium batteries is about 43.6 billion yuan.
In the face of hidden huge opportunities, in addition to third-party recycling companies represented by Hunan Bangpu and GEM, many car companies have also begun to participate. Taking Beiqi New Energy as an example, the reporter was informed that since 2016, Beiqi New Energy has started to strategically lay out the recycling of power batteries with the main line of “building network, building standards and building models”, and established the Beijing core battery. Technology Co., Ltd. is responsible for the development of technology and business model attempts.
There are also business opportunities. Many "small workshops"-like enterprises use the scorpion with formal recycling qualifications to do new energy power battery recycling and dismantling business.
According to public information, at present, there are 5 enterprises that meet the "Standard Conditions for the Comprehensive Utilization of Waste Energy and Power Storage Battery of New Energy Vehicles", namely Zhejiang Huizhou Huayou Cobalt New Material Co., Ltd., Jiangxi Shengzhou Haopeng Technology Co., Ltd., and Hubei Jingmen Green Beauty. New Materials Co., Ltd., Hunan Bangpu Cycle Technology Co., Ltd., Guangdong Guanghua Technology Co., Ltd.
According to the "Research Report on the Recycling and Utilization of New Energy Vehicle Power Battery" issued by the Ministry of Industry and Information Technology (hereinafter referred to as the "Investigation Report"), there are two main types of power lithium battery pollution, one is heavy metal pollution. The positive electrode material of the battery contains heavy metals such as nickel and cobalt, which will cause heavy metal pollution without professional recycling. The second is electrolyte contamination. The electrolyte solute LiPF6 is toxic and deliquescent, which causes fluorine pollution, which causes water pollution.
So who is more suitable for recycling? According to the "research report", there are mainly two modes in the current power battery recycling system. One is dominated by producers, and automobile production enterprises use sales channels to build a decommissioned battery recycling system, and recycle decommissioned batteries to transfer comprehensive utilization enterprises to deal with or cooperate with them to utilize the remaining value of batteries; the other is based on third parties. Recycling companies cooperate with automobile and battery manufacturers to build a shared recycling service network and centrally recycle the retired batteries of new energy vehicles of cooperative enterprises.
In order to regulate the recycling and reuse of power batteries, with the support of the state, automobile manufacturers have built recycling systems in various forms. At present, 45 companies including Beiqi New Energy and GAC Mitsubishi have set up 3,204 recycling service outlets, mainly in areas with high holdings of new energy vehicles in the Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta and Central China.
However, some people in the industry said that power battery recycling as a new topic, many vehicle companies are still in the start-up phase, and profitability is very difficult.