The cloth power battery industry research report, the report summary is as follows:
Industry perspective
As the number of new energy vehicles continues to grow, it will be an industry opportunity for lithium battery recycling and ladder utilization with the huge demand for power lithium batteries. It is necessary to develop power lithium battery recycling and ladder utilization industries (avoid environmental pollution). And waste of resources), but also with considerable economics.
According to our calculations, the recycling market of used lithium battery will start to break out in 2018, and it will reach 5 billion yuan. By 2020 and 2023, the recycling market will further increase to 13.6 billion yuan and 31.1 billion yuan.
This report provides a forward-looking analysis of the need to recycle used lithium-ion batteries, key business models, technical feasibility, and cost-effectiveness, and to sort out the relevant companies.
In terms of business model: the recycling of power lithium battery is mainly divided into two cycles: step utilization and dismantling and recycling; the recycling channel is mainly based on small workshops, and professional recycling companies and government recycling centers account for less, with the expansion of industry scale. The recycling channel will surely move toward standardization and scale.
In the battery recycling system of developed countries in Europe and America, the power battery manufacturer bears the main responsibility for recycling;
Since 2016, China has begun to implement the power battery coding system and establish a traceability system. It is expected that a series of industrial specifications for the recovery and dismantling of power lithium batteries will be issued in the future.
Recycling technology: At present, the wet recycling technology mainly used, the process is more complicated, but the recovery rate of each valuable metal is higher.
At present, foreign mainstream lithium battery recycling processes are mainly wet process and high temperature pyrolysis, and most of them have been put into industrial production stage.
Cost-effectiveness: In the absence of any subsidies, the current recovery of ternary lithium batteries is the most economical, the gross profit margin can be as high as 50% or more. Lithium iron phosphate and lithium manganese oxide batteries are lower in economics due to lower metal content. Poor, but considering the mandatory nature of recycling, it does not rule out the possibility of partial subsidies granted by the government in the future.
Investment Advice
Short-term look at first-mover, long-term channel: At present, enterprises that have clearly laid out the layout of power lithium-ion recycling business and have relevant technology and qualification certificates will undoubtedly achieve certain first-mover advantages; in the future, with the expansion of industry scale, industry standards and The gradual improvement of laws and regulations, recycling channels and recycling costs will become the core of competition in the industry, when large-scale power battery / material manufacturers are expected to come later.
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