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Industry calculation: The annual industrial scale of retired batteries will exceed 10 billion yuan

Waste power batteries are a treasure that will be snatched by others in the future, "an unnamed industry expert told CCTV. As the scale of retired new energy vehicle power batteries gradually increases, more and more companies will share this" cake ".

According to industry forecast data, the retirement volume of power batteries in 2020 is 24.6 GWh, 33.95 GWh in 2021, 55.38 GWh in 2022, and 134.49 GWh by 2025. 2021-2022 will be the beginning of the explosive period for retired batteries, with an annual industrial scale of over ten billion yuan.

According to a research report by the international market research institution MarketsandMarkets, it is expected that the global power battery recycling industry will reach $12.2 billion by 2025 and $18.1 billion by 2030, equivalent to approximately RMB 126.3 billion. The report predicts that the composite annual growth rate of the lithium ion recycling market in the Asia Pacific region will be the highest from 2019 to 2024, with China being one of the largest recycling markets.

This is a quite large blue ocean market, "said the person in charge of Blue Valley Smart Energy. In the face of huge market growth, the battery recycling industry is about to usher in a scene of competition among companies, and companies both inside and outside the industry are accelerating their layout, gradually building a power battery recycling industry chain.

The above industry experts pointed out that currently, the majority of recyclable waste power batteries are still from electric buses, and the amount of recyclable power batteries for household new energy vehicles is too small to form a relevant industry or regulatory system. So at this stage, we need to establish relevant regulations and prepare recycling methods in advance to prepare for the large-scale recycling of household new energy vehicle power batteries in the future. "He believes that as the quality of power batteries improves, there are still many areas where they can be reused after being removed from cars.

When new energy vehicle power batteries form a certain scale in the future, it is estimated that many companies will seize them. For example, logistics companies may use their transportation convenience and network advantages to obtain resources for waste power batteries in the recycling process, "said industry experts.

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