The first wave of new energy vehicle battery retirements is coming, this problem is very "thorny"
For a new battery, the whole process will cost about 60,000 yuan. "With a little more money, I can directly buy a new car." This made Liu Gong, a new energy car owner, a little "sick". After all, the price of this new energy vehicle 5 years ago was only more than 100,000 yuan after subsidies.
The mileage of this car has exceeded 150,000 kilometers, and the original advertised mileage of 300 kilometers "can't even run half of it now".
Efter test er denne bils strømlithium-ion-batterikapacitet faldet til mindre end 70 procent. Fordi den har overskredet garantiperioden på 8 år eller 150,000 kilometer, som er lovet af producenten, kan Liu Gong kun udskifte batteriet for egen regning.
How much can I depreciate an old battery? The method given by the 4S store is very disappointing. If the repurchase by the 4S store is "almost equal to a free gift". The staff said "you can also handle it yourself", but how do you handle it yourself? Liu Gong was at a loss.
The recycling and disposal of used batteries for new energy vehicles is only a small problem in Liu Gong's life, but it is a major problem that must be solved in the development of my country's new energy vehicle industry.
With the help of various forces such as policies and capital, my country's new energy vehicle industry has been rushing all the way in recent years. The latest data from the my country Association of Automobile Manufacturers shows that from January to October this year, the production and sales of new energy vehicles in my country were 2.566 million and 2.542 million respectively, with a cumulative sales penetration rate of 12.1 percent . This means that for every 8 vehicles sold in my country, 1 is a new energy vehicle.
While the production and sales of new energy vehicles are booming, the first batch of new energy vehicles put into the market, their power lithium-ion batteries are facing "retirement". According to the data, it is estimated that by 2025, the cumulative decommissioning of power lithium-ion batteries in my country will be close to 800,000 tons.
How to deal with retired batteries has become an imminent development problem for the new energy vehicle industry. Driven by the "dual carbon" goal, battery recycling has become a new industry outlet. In the face of the huge potential market size, how to do a good job in battery recycling and improve the level of resource recycling? There is still a need to improve the industrial chain, and what are the "blocking points" that need to be solved urgently?
1. The "white list" can't spell the "black workshop"
Power lithium-ion-batteri er en af de tre kernekomponenter i nye energikøretøjer. Dens ydeevne bestemmer direkte køretøjets sikkerhed og sejlrækkevidde, og omkostningerne tegner sig for omkring 40 procent af køretøjet.
Set ud fra levetiden for power lithium-ion-batterier er levetiden for power lithium-ion-batterier generelt 5-8 år, og den effektive levetid er 4{{ 6}}6 år. Ifølge analysen af China Merchants Securities Research Report, hvis levetiden for det strømlithium{10}}ionbatteri er 4-6 år, vil det strømlithium-ionbatteri, der blev produceret i 2014, gå ind i pensionsperioden i partier i 2018. Det forventes, at fra og med 2021, vil mit land indvarsle spidsbelastningsperioden for det første parti power lithium-ion-batterier, der skal udgå.
Hvor skal batterierne hen efter nedlukning?
Den ideelle energigenbrugstilstand for lithium-ionbatterier har to veje: kaskadeudnyttelse og genvinding og udvinding af råmaterialer. Førstnævnte er at adskille og rekombinere udtjente lithium-ionbatterier og anvende dem til energilagring og andre områder, der ikke kræver høj batterienergitæthed; sidstnævnte er at udvinde dyre metalmaterialer som kobolt og nikkel fra kasserede batterier.
Ifølge Guo Wenhui, administrerende vicedirektør for Zhuhai Zhongli New Energy Technology Co., Ltd., når batteriet ikke kan opfylde ydelseskravene for elektriske køretøjer og er pensioneret, evalueres og testes batteriets form og ydeevne, og den tilsvarende reformering er udføres på dette grundlag. Bagefter kan den bruges i andre scenarier, der ikke kræver høj batteriydelse, f.eks. energilagring i nettet og elektriske køretøjer med lav-hastighed.
For power lithium-ion-batterier, der ikke kan nedgraderes og fortsætter med at blive brugt, er genbrug deres endelige destination. Batterimodulerne skilles fint ad og sættes derefter i polstykkets knuseanordning, og derefter udvindes metalmaterialer som nikkel, kobolt og lithium fra dem for at lave lithiumkarbonat og andre produkter, som kan genbruges i produktionen af nye batterier til at realisere ressourcegenbrug.
In order to ensure the recovery of power lithium-ion batteries, the Ministry of Industry and Information Technology announced the "Interim Measures for the Management of Recycling and Utilization of Power Batteries for New Energy Vehicles" in 2018, requiring automobile production companies to assume the main responsibility for power lithium-ion battery recycling.
Since 2018, the Ministry of Industry and Information Technology has successively announced two batches of 26 companies that have entered into the list of "standard conditions for the comprehensive utilization of waste power batteries for new energy vehicles", commonly known as the "white list".
But the reality is that the "white list" cannot compete with the "black workshop" - a large number of retired power lithium-ion batteries flow into informal channels such as small workshops, bringing security and environmental risks.
How to "find" retired power lithium-ion battery recyclers online? After a reporter from Science and Technology Daily tried multiple keyword searches on online platforms such as Baidu, Taobao and even Xianyu to no avail, "car chassis recycling" finally surfaced. Most of the cover pictures found are densely stacked power lithium-ion battery modules, which are covered by the phone number and WeChat account of the recycler. The price of the product varies greatly, but in the detailed introduction, it is stated that all kinds of power can be recovered on-site nationwide. Lithium-ion batteries, "the price is large and the quantity is favored".
webside skærmbillede
The reporter consulted some of the merchants with Liu Gong's new energy vehicle battery model. Most merchants said that the specific price depends on the battery condition. One of them gave no less than "100 yuan per kilowatt hour" The price exceeded the price quoted by the 4S shop to Liu Gong. But without exception, all merchants are not on the "white list".
Data in 2018 showed that the total amount of power lithium-ion batteries retired that year reached 74,000 tons, but the first five "whitelist" companies in the country that year only recycled about 5,000 tons of power lithium-ion batteries, and the remaining 6 More than 10,000 tons of power lithium-ion batteries are "unaccounted for", most of which have flowed to companies outside the "white list".
En praktiserende læge til genbrug af lithium-ionbatterier beskrev for journalister, hvad han havde lært om nogle virksomheder, der beskæftiger sig med strømlithium-ionbatterier: Power lithium-ionbatterimodulerne, der blev fjernet fra bilen, blev stablet i en åben åben mark, dækket af Med et tykt lag støv spredtes elektriske boremaskiner, skruetrækkere og skruenøgler rundt; den første var manuel voldsom demontering, og derefter blev den mere simple og uhøflige knuseproces udført. Beskyttelse.
Ud over driftssikkerheden er det endnu vigtigere at være på vagt. Nogle eksperter siger, at et mobiltelefonbatteri på 20-gram kan forurene 1 kvadratkilometer land i omkring 50 år. Større og tungere lithium-ion-batterier til elbiler indeholder nikkel og kobolt. , mangan og andre tungmetaller, lithiumhexafluorphosphat i elektrolytten hydrolyseres let i luftmiljøet for at producere fosforpentafluorid, hydrogenfluorid og andre skadelige stoffer, som kan udgøre en større trussel mod miljøet.
I processen med at demontere og knuse kraftlithium-ion-batterier behandler nogle små værksteder ikke udstødningsgassen, spildvæsken og affaldsrester eller aflader dem endda vilkårligt. Der er stadig risiko for eksplosion under demonteringsprocessen.
"If the recycling supervision system is not improved as soon as possible, and the flow of scrapped power lithium-ion batteries is strictly controlled, it will bring environmental protection and safety hazards, and even affect the healthy development of the new energy vehicle industry." The relevant person in charge of the power lithium-ion battery manufacturer CATL is accepting reporters said in an interview.
2. It is difficult for the regular army to make money because of "not enough to eat"
Why can't the regular army "beat" small workshops? In fact, becoming a "whitelisted" company is not easy.
In the dismantling process, the battery pack intelligent dismantling system, the battery automatic cutting device, as well as the 2-3 level absorption towers, bag filter, tail gas incineration system, waste water treatment facilities that meet environmental protection requirements are used... Ganfeng Circulation Technology Co., Ltd. It is a company on the "white list", and its person in charge, Xie Shaozhong, detailed the company's investment in standardized processing to reporters one by one.
De høje investeringsomkostninger gør det også umuligt for almindelige virksomheder at konkurrere direkte med små værkstedsvirksomheder på genbrugssiden. Almindelige virksomheder investerer meget i teknologi og miljøbeskyttelse, mens ikke-standardvirksomheder og små værksteder har næsten ingen investeringer i denne henseende og kan købe batterier til højere priser.
"We must meet more than 50 evaluation conditions before we can enter the 'white list'. In 2019, we spent several million yuan on the upgrade and transformation of the plant." Wang Xiaopeng, director of the energy integration department of Blue Valley Smart (Beijing) Energy Technology Co., Ltd., said bluntly , At present, the price of power lithium-ion battery recycling is chaotic, and the company is at a disadvantage due to cost constraints.
Zhang Qinhong, head of the recycling industry team and associate researcher of the Shanghai Jiaotong University Industry Research Institute, has conducted research on the power lithium-ion battery recycling industry. As far as he knows, companies that apply power lithium-ion batteries most often use a centralized way to handle batteries. However, usually only larger companies will conduct qualification review of the recycling and processing companies participating in the bidding; small companies generally do not require strict requirements, "may be given to whoever has the highest price."
Ovennævnte-ansvarlige for Ningde Times fortalte journalister, at de nuværende køretøjer, der går ind i skrotningsperioden, grundlæggende er elektriske busser og taxaer, der kom tidligt på markedet og har nået den obligatoriske skrotningsperiode. Tidligere var bortskaffelsesmetoden for udtjente lithium-ion-batterier, at driftsselskaberne videresælger batterierne til virksomheder eller enkeltpersoner med højere bud.
This led to the regular army "not getting enough to eat".
"At present, there is no gap in the recycling and disposal of power lithium-ion batteries in my country." At the my country Electric Vehicle Hundred People's Forum held at the beginning of this year, Bao Wei, general manager of Zhejiang Huayou Cycle Technology Co., Ltd., one of the "whitelist" companies, bluntly said that my country's power The problem facing the lithium-ion battery recycling industry is not a lack of production, but a limited number of batteries that can be recycled. According to Bao Wei's statistics, only the first five companies on the "white list" can handle 600,000 tons, which is more than enough to deal with the current scrap of more than 200,000 tons.
Xie Shaozhong also agrees with this point, "At present, most of the recovered power lithium-ion batteries come from scraps of battery factories and scrapped batteries in the production process, and there are not many retired batteries for new energy vehicles that can be obtained."
However, Guo Wenhui believes that the expansion of the market scale is a matter of time. "Our designed output at full production is 200,000 tons, and about 10 percent of it has been put into production. There is still a lot of room, but the premise is to crack down on small workshops and standardize the industrial chain. ".
Guo Wenhui og andre ser frem til ankomsten af den virkelige bølge af pensionering.
"The early power lithium-ion battery industry was small in scale, and it was not recorded in the national traceability control system. After entering the market, it was circulated in many ways, resulting in most of the used power lithium-ion batteries not returning to the formal recycling channels, which greatly affected the battery recycling standard company. Business development." The above-mentioned person in charge of CATL said.
Han understregede også, at de nuværende genvundne kraft lithium-ion-batterier hovedsageligt er lithiumjernphosphatbatterier, som har lavt indhold af værdifulde metaller og materialer, lave genanvendelsesøkonomiske fordele og endda muligheden for tab; og ternære lithium-ion-batterier. Den indeholder en stor mængde værdifulde metaller og materialer, og de økonomiske fordele ved genanvendelse er gode, men den har kort tid til at komme på markedet og er endnu ikke gået ind i skrotningsperioden.
Disse faktorer tilsammen har gjort det vanskeligt for almindelige batterigenbrugs- og forarbejdningsvirksomheder at skabe overskud og er endnu ikke kommet ind i et sundt udviklingsspor.
3. For at komme ind i det blå hav er det nødvendigt at danne en industriel synergi
In any case, with the rapid development of new energy electric vehicles, the power lithium-ion battery recycling industry has become a "conspicuous science" at present, and a blue ocean is placed in front of the company.
Tesla, CATL, BYD og andre giganter er allerede ved at forberede sig og ivrige efter at prøve.
On October 12, Ningde Times announced that Guangdong Bangpu Recycling Technology Co., Ltd., one of its group holding subsidiaries and one of the "whitelist" companies, and its holding subsidiary, plan to open a new factory in Yaojiagang Chemical Industry, Yichang City, Hubei Province. The Yuantianjiahe area invested in the construction of the Bangpu Integrated Battery Materials Industrial Park project, with a total investment of no more than RMB 32 billion.
On the recycling side, in addition to cooperating with car manufacturers to recycle batteries, many companies are also stepping up the layout and construction of their own recycling systems. Xie Shaozhong said that his company's next step is to establish recycling outlets across the country, and establish recycling and dismantling outlets in the Pearl River Delta, North China, Southwest and other areas where power lithium-ion batteries are densely populated, dismantling and breaking the batteries on the spot, and only transporting and recycling them. The resulting raw materials, thus preventing the safety risks and capital costs of long-distance transportation of batteries. According to data from the Ministry of Industry and Information Technology, as of the end of September this year, 171 new energy vehicle production and comprehensive utilization companies have set up 9,985 recycling service outlets in 31 provinces and municipalities across the country.
Genbrugsindustrien for strømlithium-ionbatterier har en bred dækning og en lang industriel kæde, der spænder fra batteriproducenter til slutbrugervirksomheder, der involverer mange. For effektivt at udvikle dette blå hav, er upstream- og downstream-virksomheder nødt til at arbejde sammen.
Zhang Qinhong believes that the current phenomenon of "talking about each other" within the industry has caused uncertainty in the safety and reliability of power lithium-ion batteries in the process of utilization to a certain extent, "which hinders the promotion of the cascade utilization product market."
In response to the sharing of data and information of power lithium-ion batteries, Bao Wei called for unity in the industry, "upstream automobile and battery manufacturers should share battery data with downstream recycling companies to improve recycling efficiency."
It is reported that a number of related companies have started joint actions to maintain the industry ecology. On July 16, nine key new energy vehicle and battery production companies, including Geely Group, Zhejiang Tianneng, and Zhejiang Chaowei, issued a joint statement calling for "boycott of small workshops." They stated that they will restrict bidding companies in the process of waste power lithium-ion batteries and must be listed on the "white list" to prevent middlemen and small workshop companies from participating in the bidding; at the same time, they call on new energy vehicle and power lithium-ion battery manufacturers across the country to comply with them and regulate waste The flow channel of the power lithium-ion battery.
This is regarded as the official start of the industry to "declare war" on the gray industry chain of power lithium-ion battery recycling and disposal represented by small workshop companies.
4. Relevante politikker mangler stadig at blive forfinet og implementeret
Guo Wenhui took the "dual carbon" goal as an opportunity, "One of the goals of the power lithium-ion battery recycling industry is to reduce carbon emissions. less".
Xie Shaozhong also believes that the new energy vehicle industry will usher in further development under the background of "dual carbon", and the resulting large number of retired power lithium-ion batteries will also embark on the road of standardized treatment, which is for related companies. It means huge market potential; at the same time, he also hopes that with the gradual maturity of related mechanisms such as the carbon trading market in the future, normative companies can take the lead in the "carbon" economy.
Zhang Qinhong said that under the "dual carbon" goal, measuring the value of the power lithium-ion battery recycling industry should not just look at the eyes. "In the current market environment, the environmental protection value in the industry has not been reflected, which makes the industry seem to be less competitive. However, as a 'carbon reduction' industry, its future industrial value will gradually emerge, which requires appropriate policy guidance, support," he said.
In addition, the rapid development of the new energy electric vehicle industry in the future will tighten the constraints on battery raw material resources such as lithium, cobalt and nickel. "my country's cobalt resources are in short supply, and 95 percent of its demand depends on imports, most of which are It is used to manufacture power lithium-ion batteries." Zhang Qinhong believes that in this case, it is more important to develop the power lithium-ion battery recycling industry, promote the recycling of battery metal raw materials, and reduce the dependence on source mineral resources.
