-Anhui enterprises compete for power lithium battery recovery

Anhui enterprises compete for power lithium battery recovery "in the Jianghu"
author:enerbyte source:本站 click542 Release date: 2023-03-16 09:00:17
abstract:
With the coming trend of power lithium battery retirement, this track will also be full of gold diggers. As the heart of new energy vehicles, the power lithium battery recycling station is at the outlet of building wealth. Generally speaking, the power lit...

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With the coming trend of power lithium battery retirement, this track will also be full of gold diggers.

As the heart of new energy vehicles, the power lithium battery recycling station is at the outlet of building wealth.

Generally speaking, the power lithium battery of the automobile has a service life of 5-8 years (5 years for passenger cars and 8 years for buses). When the battery capacity decays to 60% - 80%, it will be retired. If the power lithium battery is improperly disposed, it will not only bring safety hazards, resource waste and ecological environmental impact, but also affect the sustainable and healthy development of the new energy vehicle industry.

36 Krypton Anhui noted that compared with the bustling lithium battery recovery market, the long-term mechanism of the lithium battery recovery track has not been established, and it still needs the joint efforts of the government and the company. In this blue sea of market, what layout has Anhui made and what are the representative companies?

The upstream should be divided into the midstream

The world is prosperous and prosperous; The world is bustling for profit. The Pre-Qin "Six Tao Quotes" points out a phenomenon that all people are running for profit, which is also the most incisive performance in the lithium battery recycling industry.

In terms of the industrial chain, there is an interesting phenomenon in the power lithium battery recycling industry chain. The companies that originally produced power lithium batteries in the upstream also participated in the power lithium battery recycling business because of their considerable profits, and the upstream took the advantage of the midstream.

Upstream: waste battery supplier, battery and vehicle manufacturer

The upstream of the power lithium battery recycling industry chain includes battery manufacturing and use.

Power lithium battery is divided into ternary power lithium battery, lithium iron phosphate battery, lithium titanate battery and lead-acid battery. Ternary power lithium batteries are mainly used in new energy passenger cars, and lithium iron phosphate batteries are mainly used in new energy passenger cars. Many low-speed cars and electric bicycles used lead-acid batteries before, but now they also tend to use lithium iron batteries and ternary batteries.

Midstream: power lithium battery recycling manufacturer

According to the different recovery subjects, there are four important models for the recovery of waste power lithium batteries at present, which are: the model with the battery manufacturer as the main body of recovery, the model with the vehicle manufacturer as the main body of recovery, the third-party recovery model and the industrial alliance recovery model. In these four models, battery manufacturers are also at the upstream end, but because the high price of power lithium battery raw materials affects profits, battery recycling can reduce costs and increase profits, and also become a recycler.

With the development of the new energy vehicle industry, China's lithium battery recovery technology continues to improve. According to relevant data, the number of power lithium battery recovery technology patents increased at a compound annual rate of 37% from 2015 to 2021. However, compared with the world's recycling technology, China's recycling technology is still in the early stage of development.

Downstream: battery reuse

According to the capacity of on-board power lithium battery of new energy vehicles, the recovery of power lithium battery is mainly divided into two ways: cascade utilization and renewable utilization.

When the residual capacity of the battery is within 20-80%, which cannot meet the requirements of normal driving of the vehicle, the battery is applied to the field with less demand for battery capacity through the cascade utilization technology, selection, evaluation and test. At present, China's retired power lithium batteries have been used in the fields of electric energy storage system, communication base station backup power supply, low-speed electric vehicles and intelligent street lights. However, at present, the cascade utilization is mainly based on demonstration projects and has not yet formed scale benefits.

When the capacity of the power lithium battery is less than 20%, its performance cannot meet the demand of any commercial application. At this time, the lithium, nickel, cobalt, manganese and other metals in the waste power lithium battery can be extracted through the regeneration process to realize the resource cycle.

In theory, the power lithium battery recycling industry focuses on recycling. Whoever can get more retired batteries will get more profits. At present, there are three important business models for recycling.

Industry alliance led by automobile enterprises: the alliance composed of upstream and downstream members of the industry is the main body of waste battery recycling, and vehicle production companies mostly use this mode to build a recycling network through the form of alliance, forming a closed-loop industrial chain. This type of model has a wide range of recycling channels and strong technical expertise. Through the cooperation between the upstream and downstream of the industrial chain, it has reduced the vicious competition in the market, effectively reduced the costs of vehicle production, battery manufacturing and material recycling, and improved the overall recycling efficiency and model operation efficiency.

Battery production companies: battery manufacturers lay out the recycling network by establishing subsidiaries, acquiring recycling and treatment companies, cooperating and other ways to form the closed-circuit recycling of waste batteries, realize the cost reduction of battery material recycling, and improve the bargaining power with upstream raw material suppliers. Its advantages lie in multiple recovery channels and sales channels, which can effectively control the directional circulation of waste batteries and reduce the production and recovery costs of power lithium batteries; The disadvantage is that the independent recovery technology depends on the recovery and treatment company, the operation efficiency of the model is low, and it is difficult to form scale effect.

Third-party recycling companies: After accepting the entrustment of battery manufacturers and automobile manufacturers, the third-party recycling companies complete the transportation, recycling and subsequent recycling of waste batteries. The recycling process of such companies is highly mature and professional, and can achieve more efficient recycling of waste batteries, so it is widely used. However, there are many problems in the independent establishment of recycling service network, such as high recycling costs, difficult transportation and storage, and restrictions on resale channels.

Domestic lithium battery recovery policy system still has shortcomings

On November 16, the Ministry of Industry and Information Technology of the People's Republic of China (MIIT) publicly solicited opinions on the list of companies (the fourth batch) that meet the industrial specifications for the comprehensive utilization of waste power batteries to be announced. There are 41 companies on the white list in this batch. If the announcement is approved, plus the three batches of lists that have been announced before, there will be more than 80 white-listed companies in China for lithium battery recycling.

But about the huge power lithium battery recycling market, more than 80 regular troops are far from enough.

According to 36 Krypton's earlier report, although the country has also set up relevant battery recycling outlets, industry insiders told 36 Krypton that nearly 70% of the waste batteries have fallen into the hands of second-hand traders and small workshops, and only about 30% of the waste batteries have gone into the regular recycling outlets.

According to the data of China's Automotive Technology Research Center, the total number of retired power lithium batteries in China will exceed 320000 tons in 2021 and is expected to increase to 780000 tons in 2025. At present, China's power lithium battery recycling is still in the initial stage of development, and there are still shortcomings in technical equipment, business model, policy system and other aspects. Relevant regulations and standards need to be improved, and standards such as the consistency of retired batteries and automatic disassembly are relatively lagging behind.

On the policy side, in recent years, the Ministry of Industry and Information Technology, together with the relevant departments, has promulgated and implemented policies such as the Interim Measures for the Administration of the Recycling and Utilization of New Energy Vehicle Power Batteries and the Administrative Measures for the Cascade Utilization of New Energy Vehicle Power Batteries, to strengthen the traceability monitoring of the whole life cycle of power lithium batteries, and to implement the industrial standard management of the comprehensive utilization of waste power lithium batteries.

In June this year, Anhui awarded the first batch of pilot companies of the provincial new energy vehicle power battery recycling center. Anhui encourages companies to spontaneously build a recycling system, carry out a pilot project, and take the lead in the cultivation of regional central companies (stations) for the recycling and utilization of new energy vehicles' power batteries nationwide. The Anhui Provincial Department of Economic and Information Technology, in conjunction with the Provincial Department of Commerce and other six departments, issued the Notice on the Cultivation of Regional Central Companies (Stations) for the Recycling and Utilization of New Energy Vehicles' Power Batteries, and encouraged the cooperation between vehicle production companies and battery production and cascade utilization companies, Build a regional recycling system, and publish the first batch of pilot list according to the company's voluntary application in 2021.

Anhui Power Lithium Battery Recycling Industry Chain Company

With the coming trend of power lithium battery retirement, this track will also be full of gold diggers.

Industry insiders told 36 Krypton Anhui that Hefei has a company that has made lithium battery recovery ready to go public. According to the white list of domestic power lithium battery recycling companies published by the Ministry of Industry and Information Technology, 36 Krypton Anhui has sorted out some representative companies in the power lithium battery recycling industry chain of Anhui in terms of utilization types.

Hefei Guoxuan High-tech Power Energy Co., Ltd. (cascade utilization)

Guoxuan Hi-Tech Co., Ltd. (hereinafter referred to as Guoxuan Hi-Tech) was founded in May 2006, and its headquarters is located in Baohe District, Hefei City. It is the first national company in China's power lithium battery industry to enter the capital market. It is one of the first companies in China to engage in independent research, development, production and sales of power lithium batteries for new energy vehicles. Its important products are lithium iron phosphate materials and cells, ternary materials and cells, power lithium batteries, battery management systems and energy storage batteries. The products are widely used in the field of new energy vehicles such as pure electric passenger vehicles, commercial vehicles, special vehicles, light vehicles, etc., and also provide system solutions for energy storage power stations, communication base stations, etc.

Anhui Lvwo Recycling Energy Technology Co., Ltd. (cascade utilization)

Anhui Lvwo Recycling Energy Technology Co., Ltd., founded on May 16, 2017, is located in Hangbu Town Economic Development Zone, Shucheng County, Lu'an City. It is a company specializing in the cascade utilization of waste power batteries. The company's main business is lithium battery system. Through technological innovation, model innovation, combined with intelligent manufacturing, it realizes smart energy services. The company's important products include light power lithium battery system and energy storage battery system. The company has a number of automatic production lines, realizing the daily treatment of 200000 waste power batteries, and the annual production scale of cascade power lithium batteries reaches 1.2GWh.

Anhui Xunying New Energy Group Co., Ltd. (cascade utilization)

Anhui Xunying New Energy Group Co., Ltd., founded in 2011, is located in Hefei Xinzhan High-tech Industrial Development Zone. After more than ten years of development, remarkable achievements have been made in the production of new lithium batteries and materials, the production of new energy vehicle power lithium battery systems, the operation and construction of comprehensive energy stations, the operation of power lithium battery packs and electric bicycle power exchange, the research of high net value utilization technology and automation technology for tracing, comprehensive utilization and recycling, and the research and development, production and sales of power lithium battery products. The group has a number of subsidiaries, such as Anhui Xunying Power Energy Technology Co., Ltd., Anhui Xunying Renewable Resources Utilization Co., Ltd., Anhui Xunying Investment Management Co., Ltd., and has formed a complete resource recycling industry chain development system from technology development, resource recovery to resource utilization.

Chizhou Sean New Material Technology Co., Ltd. (recycling)

Chizhou Sean New Material Technology Co., Ltd., a wholly-owned subsidiary of Shanghai Sean Technology Co., Ltd., was established in 2010 and is located in Qianjiang Industrial Park, Hi-tech Zone, Chizhou City; It is a high-tech company specialized in the comprehensive utilization of metal-containing solid wastes such as metal pollutants, electroplating waste residue and scrap lithium battery cathode materials. Its project, Anhui Xien Recycling Technology Co., Ltd., is a new energy lithium battery project, striving to become a first-class lithium battery recycling base at home and abroad; The company will build a closed-loop recycling industrial chain of waste lithium batteries sorting, disassembling, separating and rebuilding; The project is planned to enter the production stage in 2022. After the whole line is completed and put into operation, the annual output value is expected to reach 10 billion yuan.

Anhui Conch Kawasaki Energy Saving Equipment Manufacturing Co., Ltd. (recycling)

Anhui Conch Kawasaki Energy Saving Equipment Manufacturing Co., Ltd., founded in 2007, is located in Wuhu City, Anhui Province. On December 28, 2021, the completion ceremony of China's first CKB lithium battery recycling project was held in the lithium battery plant of Anhui Conch Kawasaki Energy Saving Equipment Manufacturing Co., Ltd. The project is jointly developed by Kawasaki Heavy Industry of Japan and Conch Venture Company of China. The main process technology is to extract valuable metal lithium by preheating and decomposing the electrolyte, crushing and screening, roasting, dissolving, filtering, evaporative crystallization and other processes of waste lithium batteries. At the same time, it also makes full use of the high temperature and low oxygen heat source of the cement kiln to reduce energy consumption. Pyrolysis of toxic waste gas is safe and efficient, low carbon and environmental protection, which is the first in China and the world leader, It is the first set of collaborative treatment of waste lithium batteries by cement kiln in China.

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