Recently, the United States in the acceptance of investment institutions in the study, said the company is still mainly to 523-based products, there are some 111 and 5525 type, a short period of time, but also to 523-based, 2017 will launch 811, NCA High nickel products.
Currently on the market of ternary materials, more mature, such as the 523 series, etc. now at 17 million / ton, high nickel type of product prices will be higher, at 200,000 yuan / ton, but the current supply is not. Metal price fluctuations on the ternary material prices are more significant, therefore, concerned about the metal price fluctuations more reasonable, metal price fluctuations will be passed to the downstream products.
The following is the research record:
1, for the current cobalt metal prices and battery price differences between the status quo, that the three yuan cathode material and the impact of triple precursor?
A: From the perspective of the promotion of new energy vehicles, according to the Ministry of Industry, Ministry of Science and Technology guidance recommendations, batteries were asked to cut prices; but from the material side, the material prices. From an industry in terms of delivery, material prices, product requirements price cuts, no profit margins, may have a certain profit margins in the early, but there will always be a critical point, to the critical point for the enterprise will be difficult.
But this seemingly contradictory industry chain status, for Green America, it is the opportunity. Green America as a recycling business, it can take full advantage of the back of the industry chain battery residual value, through the construction of recycling industry, so that the interests of the parties to the cycle of sharing, in order to healthy operation of the industrial chain down.
At present, Greenmeal's recycling industry is not only in the country, but also involved in overseas, such as with Samsung, and ECOPRO cooperation; wholly owned subsidiary Jingmen City, the United States and the United States New Material Co., Ltd. acquired SHU POWDERS LIMITED 60% stake; signed the Central African circular economy Industrial park project strategic cooperation memorandum. Therefore, the price of cobalt and battery price contradiction between the status quo of the industry chain, for Greenmei is committed to recycling industry recycling enterprises, is just a good opportunity.
2, the company's cobalt metal recovery is guaranteed, the recovery channel is through the traders or their own layout? Dealer recycling accounted for how much?
A: At present, the recovery channel is not perfect, especially for small waste battery recycling, because the more fragmented, difficult to recover, part of the company through their own layout recycling outlets, some rely on traders.
Traders accounted for the proportion of recovery, there is no clear statistics, but for the recovery of cobalt, mainly from the waste batteries and carbide, only in the carbide section, cobalt recovery at least 1500 tons / year.
The future for the new energy vehicle power battery recycling, will be much easier, because the new energy vehicles will be mandatory scrapped, centralized processing. I believe that with the sound environmental policy and industrial policy guidance, as a standard recycling companies in the United States, the prospects will be very clear.
3, cobalt metal prices rose sharply, whether it will speed up the domestic high-nickel products industry and the domestic high-nickel ternary materials technology, the industrialization process of view?
A: technical aspects, ternary cathode material doping, coating process requires a certain technical aspects of the accumulation. For the cathode material, before the domestic more concerned about the development of lithium cobalt oxide, until the Tesla listed, the domestic began to pay attention to ternary cathode material, resulting in technology far behind.
At the same time, ternary cathode material, the production process conditions are particularly high, such as oxygen purity, humidity, etc., so the equipment requirements are higher. And, anode materials, electrolytes and other supporting problems, are the factors that affect the positive material market.
We are concerned about the ternary materials such as 622, 811-type development trend at the same time, can not be divorced from China's reality, we must be an objective understanding of our stage. Battery manufacturers are doing a relatively mild and smooth transition, choose a relatively close performance of the ternary products instead of lithium iron phosphate, can not be done overnight, but we need to study, the company and Samsung, and ECOPRO cooperation, is to Standing on the forefront of the international market to understand the latest market development direction.
4, the future of the battery recycling system how to establish, Green's existing recycling system in the future there is no great advantage?
A: State Ministry of Industry requirements, power battery recycling of the first responsible person is the vehicle factory, the second responsible person is the battery pack manufacturer. We have signed a cooperation agreement with a number of OEMs, the company is responsible for handling its recycling of used power batteries. At the same time, Greene itself has a scrap car recycling dismantling base. In addition, the traditional fuel vehicles and new energy vehicles are different from the scrapped, the traditional fuel vehicle scrapped there is no mandatory liability system, and the new energy vehicles in the promotion of universal, the responsibility of the policy has been set, under the policy guidance and restrictions , Will follow the track to go.
5, please tell us about the company ternary materials, different product models accounted for the situation?
A: The company is still to 523-based products, there are some 111 and 5525 type, a short time, but also to 523-based, 2017 will be launched 811, NCA high nickel products.
6, different models of positive electrode material product performance depends on the precursor preparation process or cathode material preparation process?
A: The two processes are very important, can not say who is more dependent on. Preparation of the cathode material, not a simple sintering, in order to improve product performance, but also related to coating, doping and other processes.
7, ternary precursor and ternary cathode material price fluctuations in 2017?
A: The current market of ternary materials, more mature, such as the 523 series, etc. now at 17 million / ton, high nickel type of product prices will be higher, at 200,000 yuan / ton, but the current supply is not The Metal price fluctuations on the ternary material prices are more significant, therefore, concerned about the metal price fluctuations more reasonable, metal price fluctuations will be passed to the downstream products.