Describe the business model of used power batteries

New energy automotive industry is the national strategic emerging industry in our country, which is the government focus of "13th Five-Year Plan" industry development, carrying the automobile industry in China to implement the important mission from "auto country" to "auto power". New energy automobile industry in our country has entered a rapid development period.

GGII data show that China's new energy car sales growth sharply since 2012, surging sales from 12000 to 2017 in 780000.

Promote new energy automobile production broke out lithium battery dosage, lithium in China in 2017The battery size of the market 135 billion yuan, power battery output value 72.5 billion yuan, power battery output value accounted for 54%, more than digital lithium battery size, be accounted for the largest lithium battery consumption structure.

As the loading power battery BaoFeiQi approaches from 2012 to 2014, 2018, is considered a power battery scrap of the first year of tide, lead to scrap the rapid growth of the lithium battery size, waste power lithium battery as one of the main growth point of battery recycling.

Power battery recycling of ideal model is first pilot use apart again use, but at present, power battery still is given priority to with dismantling scrapped processing mode.

GGII statistics, in 2017 the national pilot using and dismantling scrapped lithium battery (including digital lithium battery), a total of 83000 tons, 95% than the battery apart.

Pilot use of smaller causes includes:

1. The battery maker is not willing to bear the risk of battery safety, do not want to discard the battery again into the market;

2. In the past has less power battery scrap, old batteries matching is difficult;

3. The current power battery arrangement in using the technology is not mature, need ongoing technical accumulation;

4. The energy storage market, recycling market space is not large scale release.

In recent years, the related department issued a number of lithium battery recycling policy documents and guidance.

On February 26, 2018, the new energy vehicle power battery recycling management interim measures ", clear the auto production enterprises shall power battery recycling channels, new energy vehicles is responsible to recycle after use and discard the old power battery, power battery at the same time the enterprise to provide support in terms of battery design, production and recovery.

But the current recovery mechanism remains to be perfect, battery recycling channel impeded, the public environmental awareness is relatively weak, randomly waste phenomenon is serious.

GGII believed that along with the corresponding implementing rules, the competent department of the strict regulation, waste power battery industry will be gradually standardized, business model will gradually mature, economy will be reflected.

Digital battery, by contrast, the cobalt content is higher, the recycling economic value is bigger, and the larger the size of the market, at present has entered the mature stage. Scrap volume is bigger, every year has formed relatively stable recycling business model, but overall recycling scrap 40% only, still have a lot of scrap battery not into the recycling system.

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