What is the current status and development trend of China's waste battery recycling industry in 2018?

In February 2018, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, and the Ministry of Environmental Protection jointly issued the Interim Measures for the Management of Recycling and Utilization of New Energy Vehicles' power batteries, which required strengthening the management of recycling and utilization of new energy vehicles' power batteries and standardizing the development of the industry. Automobile manufacturers should establish power battery recycling channels, and be responsible for recycling used and used batteries after the new energy vehicles are used. Encourage automobile production enterprises, battery manufacturers scrapped automobile recycling and dismantling enterprises and comprehensive utilization enterprises to cooperate in various forms and share the recycling channels of used power batteries.

The power battery market has exploded since 2014. The battery capacity is generally reduced to 80% of the initial value and needs to be replaced. The life of electric passenger car batteries is generally 4 to 6 years. Although the lithium iron phosphate battery equipped with the new energy bus has a long service life, it has a long service mileage and frequent charging and discharging. Therefore, the service life is generally 3-4 years, so the power battery will gradually enter the payback period after 2018. The number of electric vehicles is increasing, and a scrap of power batteries will increase year by year. According to the data, a scrap of power batteries in 2018 is expected to reach 6.4 million tons, an increase of 129.86%.

The lithium-ion battery of a power car contains a large amount of high value-added metals such as lithium, manganese, nickel, and cobalt, and also contains low value-added metals such as iron and copper. The recovery of these valuable metals from power batteries has high economic value and at the same time reduces environmental pollution. The market size of used power battery recycling and ladder utilization in 2020 is expected to reach 10 billion yuan.

In March 2018, the production and sales of new energy vehicles were completed at 68,000 units, up 105% and 117.4% respectively. From January to March 2018, the production and sales of new energy vehicles were completed 150,000 and 143,000, respectively, an increase of 156.9% year-on-year. And 154.3%.

The ratio of pure electric vehicle production to total new energy vehicle production increased from 61.92% in 2014 to 83.88% in 2017. The newly produced pure electric vehicles are mainly passenger cars, including 537,500 new pure electric passenger cars in 2017. Since 2014, the compound annual growth rate has reached 125.94%. In 2017, the production of pure electric passenger cars reached 94,826. , a year-on-year decrease of 17.98%.

According to the details of the 1st and 12th batches of 2017 released by the Ministry of Industry and Information Technology and the first batch of "Recommended Models for the Promotion and Application of New Energy Vehicles" in 2018, we have calculated the battery types of the relevant models. The results show that there are 438 new energy passenger cars in these batches, of which 347 are equipped with ternary lithium batteries, and the penetration rate is as high as 79.22%. A total of 1,885 passenger cars, including 1,435 lithium iron phosphate power batteries, accounted for 76 13%, and 349 lithium manganese oxide batteries, accounting for 18.51%. A total of 1020 special-purpose vehicles, of which 647 are equipped with ternary lithium batteries, the penetration rate is 63.43%, and the utilization rate of lithium iron phosphate batteries in special vehicles is also 28.33%.

E-waste has expanded from the original "four machines and one brain" to 14 categories such as water heaters, printers, and telephones, greatly expanding the scope of electronic waste charging and disposal, enabling producers to pay disposal fees to become electronic waste recycling enterprises. The normal and lasting benefits bring a broad market space and sustained profit growth for e-waste disposal companies.

According to the National Bureau of Statistics, the output of China's refrigerators, washing machines, televisions, air conditioners, color TVs and electronic computers continued to grow steadily from 2008 to 2017. According to the average service life of general household appliances for ten years, the scrapped amount of electronic waste in China will continue to grow steadily year by year.

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