On July 25, the ministry of industry and information technology, the ministry of science and technology, the ministry of ecological environment and other seven departments jointly issued the notice on the pilot work of recycling and utilization of power batteries for new energy vehicles (hereinafter referred to as the "notice"), and the recycling and utilization system of power batteries will be further improved.
According to the institutional analysis, China's power battery scrap will be doubled in 2018, and it is expected to reach 280,000 tons in 2020.Driven by the rapidly rising amount of scrap, the market space for battery recycling will be very broad, with the market space reaching 10.7 billion yuan in 2020 and 24.5 billion yuan in 2024.With the introduction of relevant policies, the power battery recycling system will be accelerated improvement, leading companies are expected to embrace opportunities.
According to the notice, 17 provinces and regions, including the beijing-tianjin-hebei region, Shanxi Province, Shanghai, jiangsu province, and China tower co., ltd. were identified as pilot regions and enterprises for power battery recycling, and corresponding targets and tasks were determined for each pilot region, which helped to establish a relatively centralized and inter-regional linkage recycling system.At the same time, the circular requires pilot regions to appropriately control the scale of dismantling and echelon utilization enterprises and strictly control the number of recycling enterprises.The policy level clearly coordinates the industrial layout and the scale, helps the industry to scale, the centralization direction development, positive industry leader.
July 3, the ministry issued the new energy vehicle power battery recycling traceability management interim provisions ", put forward according to the new energy vehicle power battery recycling management interim measures ", to establish "new energy vehicles state monitoring and power battery recycling resource integrated management platform", the power battery production, sales, use, scrap, recycling, and using the whole process of information collection, for each link subject to recycling situation monitoring, on August 1.The release of traceability management method is another important promotion of the construction of the power battery recycling management system. Traceability management is the necessary condition for the power battery industry to realize orderly and hierarchical utilization and recycling in the future.
On July 27, the ministry of industry and information technology (miit) asked for advice on the list of enterprises (the first batch) of the "industrial standard conditions for comprehensive utilization of waste power batteries of new energy vehicles", according to the latest industrial policy.The companies on the list include quzhou huayu cobalt new material co LTD, ganzhou haopeng technology co LTD, jingmen greenmei new material co LTD, hunan bunpu recycling technology co LTD and guangzhou guanghua technology co LTD.
The intensive introduction of the above policies means that the recycling and utilization system of power batteries will be further improved, and the recycling and utilization of power batteries will gradually enter the normative stage.
The market space is over ten billion
Since 2014, the production and sales of new energy vehicles have maintained rapid growth, and the power battery has entered a stage of rapid growth.At present, most of the power battery factories sell the warranty for 8 years to the main engine factories, and there are still 5 years of warranty before 2016. However, considering that the early battery production is still immature, it is assumed that the actual service life is 4 years, and the amount of power battery scrap will be doubled from 2018.
The power battery has entered the large-scale recycling period, which will give birth to the recycling market of waste batteries.It is estimated that the amount of scrap in 2018-2020 is 39,500 tons, 152,700 tons and 277,300 tons respectively, totaling nearly 500,000 tons.
The recycling of used power batteries can be divided into two forms: step utilization and disassembly utilization.Echelon utilization is mainly aimed at battery capacity reduction, which makes the electric vehicle unable to operate normally. However, without scrapping the battery itself, it can still be used in other ways, such as electric bicycle, low-speed electric vehicle and energy storage battery.Echelon utilization can extend battery life and reduce battery cost, as well as effectively reduce energy storage cost.
Disassembly and utilization is the recycling of valuable renewable resources in batteries, such as cobalt, lithium and other valuable metals.By recycling these valuable metals, the risk of scarcity and price fluctuation of upstream raw materials can be avoided to some extent and the cost of battery production can be reduced.
Generally speaking, the lithium iron phosphate battery tends to be used in steps and the ternary battery tends to be disassembled.
According to the research report of guangfa securities industry, by calculation, the market space of battery recycling can reach 10.7 billion yuan (9 billion yuan for cascade utilization, 17 yuan for dismantling) by 2020, and 24.5 billion yuan (9.2 billion yuan for cascade utilization, 15.4 billion yuan for dismantling) by 2024.At present, due to the constraints of early battery technology and poor consistency, it is difficult to use the battery in different stages, and the price of cobalt and lithium is still high, so the disassembly and utilization benefits are relatively considerable.
PCB listed enterprises have laid out the industrial chain
The industry chain of recycling used batteries has gradually formed a three-party force of third-party institutions, material enterprises and battery enterprises.
At present, the main competitors in the battery recycling market are mainly third-party recycling enterprises. In 2016, hunan bangpu, greenmei and ganzhou haopeng combined accounted for over 90% of the battery recycling market share.Listed companies involved in the recycling of used batteries mainly include dongfang jinggong, tianqi shares, greenmei, ningde times, guanghua technology and so on.
Among them, guanghua technology is the leading enterprise of PCB chemicals in China.In 2017, the company, on the basis of stabilizing the traditional business, entered the field of lithium battery anode materials, and now has formed a dedicated chemical industry system led by "high-performance electronic chemicals", "high-quality chemical reagents" and "new energy materials", which integrates r&d, production, sales and services.
Guanghua technology, as the first batch of enterprises in line with the comprehensive utilization conditions of power batteries, takes the lead, and is located in the right place of guangdong province, a major new energy vehicle, and will fully benefit from it.Guangdong is China's most important production base and consumer market for new energy vehicles.In terms of sales of new energy vehicles, about 800,000 new energy vehicles were produced and 777,000 were sold in China last year.According to the existing data, more than one eighth of new energy vehicles are sold in guangdong.According to the number of new energy vehicle enterprises, as of the third quarter of 2017, 141 new energy concept enterprises were listed in China, and 37 of them were listed in guangdong, ranking first.Guangdong province has a complete industrial chain of new energy vehicles, and it is also the national sales base of new energy vehicles. As the only comprehensive utilization enterprise in guangdong province, the company enjoys the right place and will be available in the future.
In October 2017, the company built a 150t/month battery recycling demonstration line in shantou, which is in good operation.The recycling capacity of power battery has been expanded to 1000 tons/month in 2018.The company has laid out the business of power battery recycling in advance. With the rise of power battery recycling market, the company is expected to see explosive growth.At the same time, precious metals and other materials obtained by the company through battery recycling can be used as raw materials for the production of positive electrode materials, and the industrial closed loop of "battery dismantling recycling - resource recycling - positive electrode materials" can be opened to give full play to the industrial chain synergistic effect.