First, the power battery recycling industry development background:
China has been promoting the use of electric vehicles since 2009, has been more than 7 years. With the rapid increase in the number of new energy vehicles in China in recent years, power batteries have begun to enter a large-scale retirement period. Recently, the Ministry of Industry issued the "new energy vehicle power battery recycling Interim Measures", then, the State Council issued the "producer responsibility extension system implementation program" (hereinafter referred to as "program"), advocate green manufacturing, protection of the ecological environment, Which put forward the specific requirements for automobile production and power battery recycling.
China has a strong technical capacity, high level of environmental protection of nickel-metal hydride batteries, lithium battery recycling enterprises. Some have been in the car battery dismantling, recycling work carried out a lot of work, accumulated practical experience; at the same time, in order to meet the new energy vehicles to promote the large-scale market demand, some research institutes are actively carrying out power battery recycling The use of technology research, and joint enterprises to carry out commercial exploration.
Second, the power battery recycling industry market forecast:
Power battery recycling scene comes from the promotion of new energy vehicles, the market plate depends on the overall situation of new energy vehicles. According to the China Association of Automobile Manufacturers statistics, 2015 new energy vehicle production reached 34.05 million, sales of 33.11 million, respectively, year on year growth of 3.3 times and 3.4 times. In 2016, China's new energy vehicle sales reached 507,000, an increase of more than 50%, of which new energy passenger car sales of 329,000. China's new energy car sales in the entire automobile market accounted for 1.8%, holdings close to 1 million.
China's new energy vehicles in sales, sales accounted for, to maintain the volume and so on have maintained the status of the world's first. At the same time, according to China's electric vehicle charging infrastructure to promote the Union statistics, China's public type of charge pile construction, operating volume close to 150,000, compared to the end of 2015 to 49,000 more than 2 times, China has become the development of the most infrastructure Fast, the largest number of countries.
Is expected in 2017 China's new energy vehicle sales will reach 800,000, of which passenger car sales accounted for from last year's 65% to 70%.
With the development of new energy vehicles, automotive power battery demand and the amount of waste will increase. It is expected that by 2020, China's auto power battery cumulative scrap will reach 200,000 tons of scale.
As the core components of new energy vehicles, power battery shipments continued to grow. In accordance with the corresponding retirement standards, 2015 domestic scrap power battery accumulated to 20,000 to 40,000 tons, the corresponding battery recovery rate of only 2%. According to China Automotive Technology and Research Center's forecast, by 2020, China's total scrap power battery will reach 120,000 to 200,000 tons.
The industry is expected to waste power battery recycling market will start from 2018 outbreak, that year can reach 50 billion scale; by 2020 and 2023, waste power battery recycling market will grow further to 13.6 billion yuan and 31.1 billion yuan. Combined with the car scrapped life, power battery life and other factors, the electric vehicle power battery scrapped volume was predicted by 2025 China's electric vehicle power battery annual waste or up to 350,000 tons of scale.
Third, the relevant policies and regulations Inventory:
With the rapid growth of the number of new energy vehicles in China in recent years, some power batteries began to enter the retirement period. The government attaches great importance to the power battery recycling, has begun to study the development of relevant policies and standards. Recently, the Ministry of Industry issued the "new energy vehicle power battery recycling Interim Measures", then, the State Council issued the "producer responsibility extension system implementation program" (hereinafter referred to as "program"), advocate green manufacturing, protection of the ecological environment, Which put forward the specific requirements for automobile production and power battery recycling. Inventory policy over the years, more and more specific requirements for the industrial development pointed out the direction.
At present, specialized in power battery recycling enterprises are Bangpu Group, Green Mei, Jintai Pavilion, Fangyuan environmental protection, Jiangmen City Changyou Industrial Co., Ltd. and so on.
Fourth, the power battery recycling business and model inventory:
Echelon use, the State Grid, China Electric Power Research Institute, Beiqi new energy, Pride and other echelon use, commercial energy storage demonstration.
(A) power battery recycling process
In view of the demand for waste battery recycling, the current representative of the main company's directional recycling process and the United States and the United States and the United States and the United States and the acquisition of social mergers and acquisitions model.
A: Directional Circulation Process (represented by Bump): Products - Waste - Renewable Resources - Original Products
First, through the physical disassembly to get the battery monomer, and then cut the shell, batteries; after the core part of the ball, broken, pyrolysis, leaching and other pretreatment process to be nickel, cobalt, manganese, lithium concentrate solution, Extraction agent extraction, Li ion can be extracted. The remaining nickel cobalt manganese by chemical salt and calcination and other means to prepare nickel cobalt manganate ternary material.
This nickel-manganese manganese comprehensive recovery rate of 98.5%, the economy is significant.
B: Power battery material re-synthesis process (Chinese Academy of Sciences Institute, Central South University, HIT is represented): mechanical dismantling - crushing sorting - separately treated - material repair - battery remanufacturing.
To Central South University, for example, in the case of a higher degree of automation (has been established pilot line), waste battery shell into electrolyte, diaphragm, copper powder, aluminum powder, positive waste powder, negative waste powder. Among them, the electrolyte solution in the form of mixed solution, positive and negative materials for material repair, and ultimately re-repair for the battery can use the material.
Recovery rate: aluminum alloy shell, copper, copper, rubber, waste plastics, stainless steel have 95% and above the recovery rate, lithium iron phosphate, aluminum powder, graphite also has 90% -93% recovery.
Economic estimates: gross profit margin of 33.4%, net profit margin of 25%