5 companies shortlisted for battery recovery white list，there will be fewer and fewer opportunities for others

The economic benefits of recycling of used power batteries are becoming increasingly prominent. The enterprises that are the first to be deployed in this field will seize the opportunities in the future market competition, and the opportunities for those who enter the market will become less and less.

On September 5, the Ministry of Industry and Information Technology website published the first list of enterprises that meet the "Standard Conditions for the Comprehensive Utilization of Waste Energy and Battery for New Energy Vehicles" (hereinafter referred to as "Standard Conditions"), Huayou Cobalt, Hao Peng Technology, GEM, and Bang. In the general cycle, five companies from Guanghua Technology entered the first batch of “Regulations”.

Entering the first batch of lists indicates that the above-mentioned enterprises have already had a relatively complete system and operational capability in terms of qualifications, channels, technologies, and scales of recycling, thus forming a first-mover advantage in the recycling of power batteries, and in their respective business models. gained profit.

In fact, including Huayou Cobalt, GEM, Guanghua Technology, Jinyuan New Materials, Jinxin New Materials, Fangyuan Environmental Protection and other listed companies with power battery recycling business, in the 2018 semi-announced report, the company said In the first half of the year, the battery recycling business achieved a substantial increase in the law.

Among them, GEM's operating income from the comprehensive utilization of waste resources in the first half of the year was 2.983 billion yuan, and the operating income of cobalt-nickel-tungsten plate was 1.533 billion yuan, up 55.01% year-on-year; Jinxin New Materials achieved operating income of 188 million yuan in the first half of the year, up 107.42% year-on-year; In the first half of the year, the new material realized a revenue of 96.8519 million yuan, a year-on-year increase of 60.04%.

The important reason for the increase in net profit of the above-mentioned enterprises is that their battery recycling business has grown substantially. Benefiting from the increase in cobalt prices, the economic benefits realized by the above-mentioned enterprises in recycling cobalt products and selling cobalt products have increased significantly, and have become an important part of the company's performance growth.

It can be foreseen that as the demand for power batteries continues to grow in the new energy vehicle market, the amount of scrapped power batteries will continue to rise in the future, thus providing protection for the development of the waste power battery recycling business. At the same time, the state has introduced relevant policies to support the battery recycling business, and also provides strong support for enterprises to deploy battery recycling.

Under this circumstance, enterprises that are the first in the field of battery recycling and utilization will seize the market opportunity, and entering the white list is the state-owned enterprise's qualification in battery recycling, which is also a strong backing for the company to carry out battery recycling business. .

Let's take a look at some of the new technologies and events in the lithium battery industry this week.

1, Toyota, Nissan and other car companies will jointly recover lithium batteries

According to overseas media reports, Toyota, Nissan and other Japanese car companies jointly announced plans to start recycling in October to deal with lithium-ion power batteries for scrapped vehicles. Compared with the current professional vehicle companies to commission professional dismantling and recycling outlets, the transportation and maintenance costs of used vehicles will be reduced after the implementation of the new system. With the further popularization of new energy vehicles such as electric vehicles, the participation of vehicle manufacturers in lithium battery recycling is conducive to improving processing efficiency.

According to reports, the Japanese automobile industry, led by the Japan Automobile Industry Association, is responsible for exploring the mode of joint disposal of used lithium batteries. The specific operation is handled by the Automotive Recycling Resources Cooperation Agency (JARP). Specifically, after the car dismantling outlet receives a used car such as an electric car, the battery is disassembled and sent to a recycling site for processing. The batteries dismantled from different brands are stored in a certain amount and then delivered to the recycling network to improve the processing efficiency. In April 2019, not only the scrap car, but also the batteries used in the car assembly process can be processed.

To use this service you need to be a member of JARP. Members are divided into three steps, and non-auto industry association members and cross-border companies can also participate. Enterprises with small sales scales also have the opportunity to participate because there are projects that do not have to pay membership fees. At present, foreign car companies have decided to join.

In addition to the handling and transportation costs, the entire vehicle company must pay an entrustment fee of 1,000-2,000 yen per vehicle. After the battery recycling technology is mature, the car companies will also consider the reuse of the battery.

Comments: In fact, the state has introduced specific policies on the recycling of power batteries, clearly indicating that car companies are responsible for the recovery of power batteries, who is responsible for production, which gives direction and builds a relatively clear direction for power battery recycling. Recycling system. Nissan, Toyota and other OEMs announced the joint recovery of lithium batteries, which also shows that car companies in Japan are responsible for recycling power batteries, but also need to bear the main recycling costs, which will reduce the recycling pressure for downstream recycling companies. The economic benefits of recycling have been improved, and this model is worth learning and learning from China.

2, GM invested 2800 million US dollars to build a battery laboratory

According to foreign media reports, on September 5, local time, General Motors (GM) CEO Mary Barra posted a post on LinkedIn, indicating that GM will invest 2800 in the battery lab in Warren, Michigan, USA. Tens of thousands of dollars, introducing new test rooms and advanced equipment for the battery business. General Motors has previously said that its goal is to launch 20 electric vehicles by 2023.

In terms of electrification, it was used by LG in 2015. LG supplied batteries for its Chevrolet Bolt Electric Vehicle (EV), which allowed the bolts to last more than 200 miles. Currently, the batteries used for bolts are assembled by LG Electronics in Korea.

GM is also involved in cross-industry partnerships to develop a fast charging system that allows electric vehicles to be fully charged in less than 10 minutes and has a cruising range of 180 miles. The project, led by Delta Electronics and the US Department of Energy, is worth more than $7 million and GM provides prototypes for the project.

Comments: There is no doubt that the power battery is the core technology of electric vehicles, and it is also the key to hinder the large-scale development of electric vehicles. It can be said that whoever masters the core technology of the new generation of power batteries will occupy a core competitive advantage in the field of electric vehicles. . GM invested 2,800 US dollars to build a power battery laboratory, in order to master the core technology of the power battery, rather than relying on external procurement, to avoid the impact of the battery supplier's product quality and affect its electric vehicle development plan. Just last week, GM announced that it would postpone its electric vehicle production plan in China because GM believes that the Chinese-made battery that it was intended to use failed to meet its requirements during testing.

3, Samsung SDI provides 21700 battery for Jaguar Land Rover

Industry sources said Samsung SDI will supply cylindrical batteries to Jaguar Land Rover's electric vehicles (EVs).

In order to supply cylindrical batteries to British automakers, industry sources said that Korean battery manufacturers will build a production line for the production of "21700" cylindrical batteries at their plant in Hungary. Jaguar Land Rover will use the 21700 battery as its next-generation electric car that is scheduled to hit the market in 2020.

Comments: Since Tesla took the lead in using 21700 batteries, it has set off a "21700" battery boom around the world. More than 10 battery companies in China have announced that they will or will mass produce 21,700 batteries, but now they are real The Chinese battery companies that are mass-produced and supplied in batches are only one battery. Samsung will supply 21,700 batteries for Jaguar Land Rover. It also shows that Samsung has made batteries as an important product of its new generation in 21700. After mass production, it will have a major impact on the international battery market.

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