Recently, the recycling price of decommissioned power batteries has aroused heated discussion in the market. Some recycling enterprises said that the recycling price of a single battery generally rose from the price level of more than 20000 yuan last year to more than 30000 yuan now, with a price increase of nearly 50%, and even the recycling price of some power batteries exceeded that of new products.
“The recovery price of power battery depends on the degree of old and new, and the content of nickel, cobalt, manganese, lithium and other metals. In recent years, the price of these metals has generally soared. For example, cobalt has increased as high as 800% in the last year, so the recovery price of power battery has also risen with the tide.” Zhang Xiang, President of new energy vehicle technology research institute and automobile analyst of Jiangxi new energy technology vocational college, told reporters.
“Old things can never compare with new ones. In actual transactions, they still can’t compare with the price of new goods. It doesn’t rule out that some people are hyping.” “The recycling price of power battery mainly depends on the metal content in it, and each model is different,” said an industry insider who declined to be named
He told reporters that generally retired power batteries are recycled at the price of 300 yuan per kWh. Some power batteries with a capacity of more than 100 kwh can be sold for about 30000 yuan, which can not rise too much in the follow-up.
“The recycling price is really high to twenty or thirty thousand yuan.” An industry insider who asked not to be named told reporters, “generally, power batteries can be used in echelons after recycling, such as energy storage.”
Statistics show that at present, there are two main ways for the recycling and utilization of waste power batteries in China, one is recycling, the other is echelon utilization.
At present, it is mainly used in echelon, that is, when the power battery is scrapped, its internal chemical composition is unchanged. Old batteries cannot be used in new energy vehicles, but they can be used in other fields, such as low-speed electric vehicles, street lamps, power supply base stations and even energy storage. When the batteries cannot be used in echelons, they need to be recycled, disassembled and recycled.
According to the data of China Automotive Technology Research Center, by 2020, the retired batteries of Chinese cars will be about 25gwh, that is, about 200000 tons. By 2025, the retired batteries are expected to reach 116gwh, that is, 780000 tons. By 2030, the number of retired lithium-ion batteries may reach more than 12 million tons.
Driven by interests, more and more enterprises choose the Nuggets market. “At present, the recycling sources of waste power batteries in China mainly include two aspects: one is the defective products produced by power battery manufacturers and the defective products produced by vehicle enterprises in the process of equipment; the other is the waste batteries after use.” The above industry insiders said.
The shortage of upstream resources in the new energy vehicle industry chain has attracted all kinds of capital to compete for the layout of power battery recycling business, and its business model is also different. The material manufacturers represented by Ganfeng Lithium Co.Ltd(002460) have provided sustainable value-added solutions for battery manufacturers and electric vehicle manufacturers to further enrich the diversified supply channels of lithium raw materials, realize the comprehensive recycling of lithium, nickel, cobalt, manganese and other metals, improve the industrial chain, and further consolidate the relationship with customers from battery production business, It is planned to build a large comprehensive facility that can recover 100000 tons of retired lithium batteries per year in the future.
Battery manufacturers represented by Farasis Energy (Gan Zhou) Co.Ltd(688567) choose to cooperate with third-party recycling enterprises. The two sides adopt the cooperation mode of “waste for raw materials”, that is, Farasis Energy (Gan Zhou) Co.Ltd(688567) deliver waste batteries and battery wastes to Gem Co.Ltd(002340) , Gem Co.Ltd(002340) extract nickel, cobalt, manganese and other metals from waste cells and wastes through green treatment, and produce battery grade nickel, cobalt, manganese sulfate, ternary precursor or cathode materials, As the raw material for battery production, it will be delivered to Farasis Energy (Gan Zhou) Co.Ltd(688567) .
\u3000\u3000 “Power battery recycling business is a special labor-intensive, technology intensive and capital intensive industry. The efficient recycling of rare metals in batteries plays a vital role in the sustainable development of the battery industry and balancing the market price of new products. Especially with the start of ternary battery installation in 2016 and the arrival of the decommissioning period in 2022, six years later, the volume of the recycling market will be larger, there will be more participants and recycling The industrialization standard, large-scale network, business model and recycling system of the market all urgently need to be established and improved. ” Qi Haizhen, President of Beijing Teyi sunshine new energy, told reporters.
