Lithium battery recycling potential is great -Lithium - Ion Battery Equipment
Due to the rapid development of new energy vehicles, the agency predicts that by 2020, the cumulative amount of scrapped power lithium batteries for electric vehicles in my country will reach 120,000 to 170,000 tons. At the same time, with the rising price of lithium battery raw materials, lithium battery recycling has become more economical, which is conducive to the business layout of related companies.
The my country Automotive Technology Research Center predicts that in 2015, the cumulative scrap of power lithium batteries in my country will be around 20,000 to 40,000 tons. According to the estimated sales of new energy vehicles in 2015 of more than 300,000 and the number of new energy vehicles in 2020 of nearly 5 million, by 2020, my country will only have pure electric (including plug-in) passenger vehicles and hybrid passenger vehicles. Power lithium batteries, the cumulative scrap will reach 120,000 to 170,000 tons. Since the recycling rate of batteries in my country is less than 2%, a large number of discarded batteries cause resource waste and environmental pollution.
In order to support the healthy development of new energy vehicles, in early 2016, the National Development and Reform Commission and other five ministries and commissions jointly announced the "Technical Policy for the Recycling and Utilization of Electric Vehicle Power Batteries", proposing to strengthen the technical guidance and specifications for the recycling of electric vehicle power lithium batteries, and to clarify the power lithium batteries. The main body responsible for battery recycling and utilization guides relevant companies to establish an upstream and downstream power lithium battery recycling system to prevent disorderly development of the industry.
Judging from the series of policies issued before, the focus is on strengthening the cascade utilization and recycling management of power lithium batteries, guiding power lithium battery production companies to strengthen the recycling of used power lithium batteries, encouraging the development of professional recycling companies, and clarifying power lithium batteries. Technical standards and management requirements for collection, storage, transportation, treatment, recycling and final disposal. In addition, in order to speed up the construction of the new energy vehicle after-sales service system, research and formulate policies for the recycling and utilization of power lithium batteries, explore the use of funds, deposits, compulsory recycling and other methods to promote the recycling of used power lithium batteries, and establish and improve the recycling system of used power lithium batteries.
Due to the rapid increase in sales of electric vehicles, the price of lithium-ion battery materials has risen rapidly. At present, the price of battery-grade lithium carbonate ranges from 160,000 to 170,000 yuan per ton. The prices of cathode materials, separators, electrolytes and core materials such as lithium hexafluorophosphate have increased several times compared with the beginning of last year, and the value of lithium battery recycling has begun to increase. appear. At the same time, with the rising prices of lithium battery raw materials, lithium battery recycling has become more economical and urgent. Relevant companies will also continue to pay attention to the development of lithium battery recycling field, which is expected to form a new profit point.
The agency predicts that, driven by policies such as the follow-up car point system and the liberalization of electric vehicle production qualifications, new energy vehicles will maintain a rapid development trend. The increase in sales of electric vehicles will bring huge market space to the lithium-ion battery recycling market, and relevant companies that have already made business layouts are expected to gain first-mover advantages.