With the global shortage of oil, rising oil prices, increasing environmental pressures, and adjustments in the domestic energy mix, new energy vehicles are gradually becoming the development trend of the Chinese and global automotive industries. Policy inclining to increase, large-scale car companies to occupy beach layout, consumption The growing awareness of environmental protection has led to the rapid expansion of China’s new energy automotive market. The intensive support policy in 2009 opened the fast track for the growth of China's new energy vehicles. In 2011, the industry entered the industrialization stage. In 2014, the new energy vehicle market in China is even more Show blowout situation, production and sales rose by more than three times.
New energy vehicles are divided into upstream raw materials, midstream components, and downstream applications. It can be found that the battery, motor, and electronic control in the midstream area (also known as the “three powers”) constitute the new energy vehicles. The core, different from the traditional engine, they constitute the 'electric' powertrain, lithium battery plays an important role in the production process of new energy vehicles, the domestic production and sales of new energy vehicles have repeatedly brought new heights to the explosive growth of power lithium battery industry .
For lithium-ion electric vehicles used in China's new energy vehicles, the effective life of the design is approximately 3 years due to technical limitations and frequency of use. Replacement is required after 3 years. Ruixin Consulting believes that 2018 is the new energy vehicle lithium. In the first year of battery recycling, China's new energy vehicle battery will enter a large-scale decommissioning stage.
There are two major types of disposal methods in the retired lithium battery industry, which are reused and recycled separately. Reuse is divided into the use of new energy vehicles with lower energy consumption, the use of large-scale energy storage equipment, and other low-energy aspects. The use of batteries; Recycling of lithium-ion batteries recycling.
The reuse and recycling of the retired lithium battery will bring huge economic income to the new energy market. According to the production and sales data of the new energy vehicle of China Automobile Association at the end of 2017, it is estimated that the decommissioned lithium battery will reach 11.09GWh in 2018, and will be reused. Resource recycling corresponds to 6.591 billion market space. Among them, lithium battery recycling battery revenue is expected to be 44.20 yuan/ton. In the future, lithium batteries will have a market of 10 billion yuan.
Lithium battery recycling is just the right time. At the end of 2017, the Ministry of Finance ended the three-year subsidy policy for new energy vehicles. The new energy automotive industry has returned to its normal operating track, increased its technological content, extended battery life, and reduced costs. Synergy will become an important follow-up direction. Rui Xin Zhicheng experts believe that with the gradual rise in the price of lithium battery raw materials, lithium battery recycling will effectively solve the problem of high cost of lithium battery manufacturing.
After years of use and charging of lithium batteries, the internal structure has changed. With the increase in the number of years, the risk of burning lithium batteries and the risk of leakage increase year by year. The recovery of lithium batteries will effectively solve the problems of deflagration and environmental pollution. Meanwhile, the government In terms of industrial pollution, lithium battery recycling is an integral part of the overall life cycle of the new energy automotive industry. It constitutes an industrial chain from production, sales and operation. , After-sales service to the recycling of closed loop. For battery manufacturers, the recovery of power batteries contains business opportunities, but also a positive impact on corporate social image.
Before the suspension of subsidies for new energy vehicles at the end of 2017, many national-level and multi-location policies were issued for the recycling of new energy vehicles. In the future, the government will be the largest supporter of the new energy vehicle recycling industry, and the industry will also have better development.
With the popularization of new energy vehicles in China, the environmental protection pressure has been increasing year by year, the price of raw materials for lithium batteries continues to rise, and breakthroughs in recycling and recycling technologies have led to the belief that lithium batteries will be recycled from 2018 to 2023 The market will accumulate about 13 billion. It will be a good harvest year for lithium battery recycling in 2018, and it is also a crucial year. Recycling and resource-based dismantling will make the raw material market for lithium batteries reach the market price of 'supply and demand balance'. It will also tend to be rational; at the same time, it can effectively ease the cost pressure caused by the Ministry of Finance's suspension of subsidies for new energy vehicles.
