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【Chemical Machinery and Equipment Network Market Analysis】At the beginning of 2022, the Ministry of Industry and Information Technology made it clear that China will truly usher in the first wave of lithium battery retirement
.
.
Less than half a year later, seven departments, including the Ministry of Ecology and Environment and the National Development and Reform Commission, recently officially issued the Implementation Plan for Pollution Reduction and Carbon Reduction Synergy, proposing to "promote the recycling of new wastes such as retired power batteries, photovoltaic modules, and wind turbine blades"
.
So far, the power battery recycling business, which has been attracting much attention from the industry before, has once again set off a wave of "nuggets"
.
.
So far, the power battery recycling business, which has been attracting much attention from the industry before, has once again set off a wave of "nuggets"
.
According to public data from the China Automotive Technology and Research Center, as of 2020, China's automobile decommissioned batteries can reach 25GWh, about 200,000 tons, and by 2025, with the continuous increase in the penetration rate of new energy vehicles, this number will also reach about 116GWh, about 780,000 tons
.
.
If not properly disposed of, a large number of waste power batteries will cause immeasurable damage
to the environment.
Experts say that just a 20-gram mobile phone battery can pollute 1 square kilometer of land for 50 years, not to mention larger and more complex power batteries
.
to the environment.
Experts say that just a 20-gram mobile phone battery can pollute 1 square kilometer of land for 50 years, not to mention larger and more complex power batteries
.
At the same time, there are still many rare metal elements in waste power batteries, such as lithium, nickel, manganese and so on
.
According to the person in charge of Bocui Cycle, at present, ternary lithium batteries are generally designed according to the overall process design according to the recovery rate of more than 99% nickel and cobalt and more than 90% of lithium, which can effectively balance economy and energy consumption
.
In the eyes of practitioners, power battery recycling is also an important way to
alleviate the pressure of raw material costs.
.
According to the person in charge of Bocui Cycle, at present, ternary lithium batteries are generally designed according to the overall process design according to the recovery rate of more than 99% nickel and cobalt and more than 90% of lithium, which can effectively balance economy and energy consumption
.
In the eyes of practitioners, power battery recycling is also an important way to
alleviate the pressure of raw material costs.
The National Energy Administration has predicted that the scale of the power battery recycling industry will reach 164.
8 billion yuan in the next 10 years, or become a new explosive industry
.
At present, under the guidance of policies and driven by the market, the economic value of power batteries is becoming increasingly prominent, and the layout of related enterprises is also accelerating, and industrialization is about to enter the stage of acceleration
.
8 billion yuan in the next 10 years, or become a new explosive industry
.
At present, under the guidance of policies and driven by the market, the economic value of power batteries is becoming increasingly prominent, and the layout of related enterprises is also accelerating, and industrialization is about to enter the stage of acceleration
.
Tianyancha public information shows that in the past year alone, there have been more than 34,000 newly established power battery recycling enterprises and organizations in China, an increase of about 2,000 around 2018
.
Moreover, corresponding to the rapid growth of power battery recycling demand, the current recycling rate of power batteries in China is only about 10%, and there is still huge development potential waiting to be tapped
.
.
Moreover, corresponding to the rapid growth of power battery recycling demand, the current recycling rate of power batteries in China is only about 10%, and there is still huge development potential waiting to be tapped
.
In order to maintain the order of the power battery recycling market and ensure the steady progress of the industry, the Ministry of Industry and Information Technology has successively announced three batches of white lists of waste power battery recycling enterprises that meet the specifications, a total of 47, in addition to battery manufacturers such as CATL and Guoxuan Hi-Tech, but also radiated to new energy vehicle manufacturers such as BYD and NIO, as well as third-party solid waste recycling enterprises
such as Grammy.
such as Grammy.
It is understood that these companies have started the power battery recycling business line
early.
early.
For example, CATL acquired the waste battery recycling company Bangpu in 2013 to cut into the power battery recycling track, and then invested 32 billion yuan in 2021 to build the Bangpu Integrated Battery Materials Industrial Park, and took the lead in "tasting the sweetness"
in this field.
The founder of CATL revealed in the performance conference call that Bangpu's battery recycling business, lithium recovery rate of 91%, nickel and cobalt up to 99%, "In the long run, the penetration rate of electric vehicles is 80-90%, and there is no need to mine new
mines.
"
in this field.
The founder of CATL revealed in the performance conference call that Bangpu's battery recycling business, lithium recovery rate of 91%, nickel and cobalt up to 99%, "In the long run, the penetration rate of electric vehicles is 80-90%, and there is no need to mine new
mines.
"
As a representative of a third-party solid waste recycling and treatment enterprise, Grammy generally focuses on the recycling business of batteries such as waste battery cars and electronic equipment before the power battery recycling wind
.
From the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)" issued by the State Council in 2012, Grammy keenly captured the new market, and acquired a 51% stake in Jiangsu Kailiq, a lithium battery material manufacturer, in the same year, and the business focus gradually shifted
to power battery materials.
.
From the "Energy-saving and New Energy Vehicle Industry Development Plan (2012-2020)" issued by the State Council in 2012, Grammy keenly captured the new market, and acquired a 51% stake in Jiangsu Kailiq, a lithium battery material manufacturer, in the same year, and the business focus gradually shifted
to power battery materials.
On the whole, the 100 billion-level market of power battery recycling will only increase in popularity, and relevant norms and standards will also accelerate the landing
.
At that time, the industry will truly embark on the road
of stable, sustainable and healthy development.
.
At that time, the industry will truly embark on the road
of stable, sustainable and healthy development.
Original: The seven departments issued a document favorable to the recycling of power batteries, who is the main ups and downs under the 100 billion-level market?