According to the new energy vehicle cycle, starting in 2018, my country will usher in a wave of scrapping of used power lithium batteries. The waste power lithium battery recycling market will also usher in a peak, and will maintain a high-speed upward trend in the next few years, and the scale of the industry will exceed the tens of billions mark.
Not long ago, Dong Mingzhu, a representative of the National People’s Congress and chairman of Gree Electric, pointed out that “new energy is definitely good. New energy vehicles are only one of the new energy sources. In the future, more attention may be paid to the recycling of used batteries.”
Some people say that Miss Dong, as an "outside man", has no say in new energy vehicles. It would be wrong to think so. The business iron lady has invested more than 3 billion yuan and acquired 40% of Zhuhai Yinlong's shares, successfully starting a new energy vehicle career.
The problem of recycling of waste batteries mentioned by Miss Dong is indeed an issue that my country's new energy automobile industry chain is paying more and more attention to. With the expansion of the new energy vehicle market, the trend of rapid development continues, and waste and old power lithium batteries are causing huge environmental concerns.
The author has learned that the service life of power lithium batteries generally ranges from 5 to 8 years. Since 2012, the new energy vehicles that have been put on the market have operated for more than 200,000 kilometers. This also means that starting from 2018, my country is about to usher in power. Scrap tide of lithium batteries.
Research statistics show that in 2018 alone, my country's power lithium battery scrap recycling volume will reach 65,000 tons, an increase of 130% year-on-year, and the recycling volume will exceed 250,000 tons by 2020. Reflecting on the market level, the scale of the recycling market for waste power lithium batteries is expected to reach 5.2 billion yuan in 2018, and the scale will increase to 13.5 billion to 31 billion yuan from 2020 to 2023.
In the face of such a blue ocean, the capital market is ready to move. At present, many companies in the A-share market have entered the power lithium battery recycling industry. Take GEM as an example. As one of the leading companies in the recycling of waste power lithium batteries in China, GEM has established 6 major industrial bases, with an annual recycling of 3,000 to 5,000 tons of cobalt metal. The annual recovery of cobalt resources exceeds the amount of original cobalt mining in my country.
At the beginning of 2018, 16 companies including my country Tower Company, Chongqing Changan, BYD, Yinlong New Energy, Waterma, Guoxuan High-tech, Thornton New Energy and other 16 companies signed a strategic partnership agreement for the recycling and utilization of lithium batteries for new energy vehicles. Strike in groups to seize the initiative in the market.
Whether it is the urgency of scrapping used power lithium batteries or the heat wave caused by the capital market, they are currently bathed in the policy spring breeze, enjoying unprecedented benefits.
There are "Interim Measures for the Management of Recycling and Utilization of Power Batteries for New Energy Vehicles", "Code Rules for New Energy Vehicle Power Batteries and Batteries", and "Law on Promotion of Circular Economy". Battery Recycling and Dismantling Specifications, etc., a series of systematic laws and regulations not only put forward macro requirements for waste power lithium batteries, but also provide a standardized path for the recycling of waste power lithium batteries.
Careful observation is not difficult to find that the government’s continuous support mainly focuses on two points: first, refine policies, strengthen implementation, encourage manufacturers and sellers to participate in the recycling of power lithium batteries through flexible means such as subsidies, and guide the market to establish battery recycling. Mechanism; Second, the introduction of mandatory technical standards, through mandatory and other rigid means to speed up the construction of a management standard system for the recycling and utilization of power lithium batteries.
Waste power lithium batteries have the attribute of recycling. Although the current recycling and processing market has many channels, lax supervision, price confusion, and vicious competition, as more regulations, policies and rewards and punishments are implemented, my country’s power lithium battery recycling It is bound to embark on a practical routine.
The author believes that in the future, more companies will enter the waste power lithium battery recycling market, stimulate market vitality, expand the market scale, and ultimately achieve a bigger industry and a win-win situation for economic and environmental benefits.