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Lithium battery recycling market is huge
2017/11/23 view:
Since 2016, the Ministry of Industry has promulgated the "Electric Vehicle power battery recycling Technology Policy (2015 edition)" "New energy vehicle waste battery Comprehensive utilization of the industrial standard conditions" "New energy vehicle waste Battery Comprehensive utilization industry standard notice Management interim measures" 3 documents, Clear the main body of waste battery recovery, strengthen the industry management and recovery supervision.
However, the domestic automobile power lithium battery Recycling industry's operation mode is still in the groping stage. Because of the high cost of recycling process, the profit point has not been clear, some enterprises engaged in lithium-ion recycling is out of the future qualification and "responsibility extension" considerations.
Recovery path
South all power supply prior to the recovery experience of lead-acid batteries.
In June 2015, the company bought a 51% per cent stake in China Platinum Technology and officially entered the lead recycling industry at $316 million. Formation of "lead recovery-lead-lead-smelting-lead-acid battery" upstream and downstream integration of the industrial chain pattern.
April 2017, also through the non-public issue of shares and payment of cash combined with the total price of 1.96 billion yuan to buy platinum technology remaining 49% of the equity, completed from the upstream materials, midstream batteries, to the downstream system integration, solutions, operation Services of the whole industry chain of the battery layout.
At that time, China Platinum technology has included lithium battery recycling in its strategic development plan, with the help of its successful experience in the field of lead-acid battery recycling, and gradually cut into the related fields of lithium battery recycling.
South both power supply said that in the field of battery recycling and resources comprehensive utilization of technology, market and channel accumulation, can be quickly applied and grafted to lithium-ion battery recycling and new materials business, in favor of the company quickly build "products and systems-operation Services-recycling-new materials" Lithium complete industrial chain.
At the same time, based on the south of the original waste battery recycling system and environmental protection resources reuse industry technology advantages, capacity advantages and market advantages, South power to carry out lithium battery recycling business, will help the company to further build the recycling economy industry platform for the company to the system integration, operational services strategic transformation laid the foundation.
South all power in response to the reporter in written interview, said its recovery business scope is not limited to their own production and sales of batteries, South China platinum new material recycling channels are open.
And from the operating mode, mainly engaged in waste lithium-ion batteries mainly non-ferrous metal waste collection, recycling business. At the same time, in the use of Echelon, the company has channels and business advantages, the waste lithium batteries can be detected, classification, dismantling and reorganization.
Similar to the south, the current battery companies are to the recycling industry chain extension. such as the Ningde era acquisition of state PU Technology, AVIC Lithium Power battery construction lithium iron phosphate recycling trial-production workshop, upstream materials Enterprises Xiamen Cobalt Holdings Ganzhou Hao Peng.
and third-party recycling enterprises such as Grammy are also increasing investment.
Avic Lithium, a person in charge told reporters, the next need to make lithium batteries more green, not just "natural green."
"Perhaps after a period of time, if the battery factory does not have the ability to recycle, the battery produced in the certification acquisition or some special areas may be unable to get involved." We have done the work ahead of time. The recovery of the battery on the overall business decision-making level will also have a certain role in promoting, to minimize the use of customer costs. The people said.
It is understood that the lithium iron phosphate battery For example, although it does not contain cobalt, nickel and other rare metals, but the waste batteries in lithium content is far higher than lithium ore content.
Li Boyang, deputy director of the Institute of Industrial Energy Conservation and environmental protection at the Industrial and Information Research Institute, said that the cost of recovery would be superior to that of lithium mining.
However, this is based on recovery technology to achieve a certain standard. Although the lithium content in the waste battery is high, the recovery cost is in fact the big head in the lithium-ion recovery process. In the past electronic appliances recycling process, the cost of recycling is high, but also to consider the transport, collection costs, in fact, the advantages are not determined.
"Lithium batteries are better recycled than traditional electronic appliances, and there is no electrical dispersal. After scrap can be used to replace the new way, by the car factory, the battery plant natural recovery. "said Li Boyang.
Producer Responsibility Challenge
At present, the battery recycling is divided into step-by-use and recycling two of steps, but in fact is the storage and recycling of two of industries.
Generally speaking, power battery capacity reduced to less than 80% can not meet the requirements of power vehicles, batteries will need to be replaced. But the battery can still be used as a storage power.
As the first batch of companies to develop new energy vehicles, BYD began the recovery of power batteries at the beginning of the market for new energy vehicles. At present, BYD battery recycling channels are mainly commissioned by authorized dealers to reclaim the waste power batteries, after testing, these batteries will continue to be used in the home energy storage or base station standby power and other fields. If the battery can no longer be used, the method will be recycled by wet method.
This is in effect the extension of the producer responsibility system. The extension system of producer responsibility is an important environmental policy, which extends the responsibility of producer to the whole life cycle of its products, especially the recovery and reuse stage after product consumption.
The implementation of the producer responsibility Extension scheme, issued in January this year, took the lead in determining the extension of producer responsibility for 4 categories of products such as electrical and electronic, automotive, lead-acid batteries and packaging.
"It is still a pilot phase and the next lithium battery should be included." "said Li Boyang.
November 2 Afternoon, Minister of the Ministry of Miao said that the next step will be the full implementation of producer responsibility extension system. November 1, the Ministry of Industry and Industry has a meeting to study, preparation in the management of power battery first step, in view of the new Energy vehicle Power Battery recycling, the establishment of a producer responsibility extension system. Specifically, the car production plant in the sale of new energy vehicles, the battery should be responsible for recycling.
Li Boyang pointed out that the producer responsibility extension system for lithium battery is both a challenge and an opportunity for enterprises. "At the outset, it increases costs and responsibilities. And for the enterprise recycling technology, recycling management methods are challenges. However, under the trend of circular development, enterprises can easily form the advantages of material and technology, and play a role in the next competition. "In the near future," vehicle power battery recycling and use of the code will be formally launched on December 1, 2017, "vehicle power battery recovery and use of the test" has passed the approval, is expected to be released in 2018 to implement.
Li Boyang suggested that the State could guide encouragement, but not necessarily mandatory. Because lithium batteries are not as harmful to the environment as electronic waste and lead-acid batteries.
And for the current recovery of lithium batteries, the high cost of the problem, Li Boyang that, although the pressure on enterprises, but in the implementation process should be as little as possible subsidies.
"Subsidies may be good for a handful of companies that have just started to grow, but it is bad for the whole industry," he said. The better way is that the state invests in the research and development of recycling technology, once the breakthrough, to the relatively inexpensive price transfer to the enterprise to achieve industrialization. ”
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