Business volume accounted for only 20%, battery recycling regular army defeated “wild way”

2022-05-08 0 By

Previously: Driven by the goal of “double carbon”, power battery recycling has become a new industrial tuyere, and a large number of enterprises are crowding in, which is very busy for a while.But at present, the battery recycling industry is still scattered and poor status quo, network, business volume and transportation links have obvious shortcomings, restrict the large-scale development of power battery recycling.Although the recycling of power batteries for new energy vehicles has entered a stage of large-scale growth, in fact, the recycling amount of formal outlets has only reached about 20%.This phenomenon not only makes the formal recycling network with great efforts to build useless, causing a large vacancy rate, but also the power battery flowing to the informal recycling channel also caused a series of problems, disrupting the normal development of the power battery recycling industry.According to the 5-8 year service cycle of power batteries, and the policy requirements of decommissioning power batteries with less than 80% capacity, China’s new energy vehicle power battery recycling is about to enter a large-scale growth stage.About 200,000 tons of power batteries will be retired in China in 2020 and 780,000 tons in 2025, according to data released by China Automotive Technology and Research Center.According to the Securities Research Institute, power batteries produced in 2014 will be retired in 2018 based on their service life of four to six years.Starting from 2021, China will usher in the first batch of power battery retirement peak.But in fact, feedback from the market end shows that only about 20% of the power batteries are recovered through regular outlets.Mr. Li is one of the earliest owners of pure electric vehicles in Beijing. He spent more than 100,000 yuan to buy a pure electric car a few years ago, but now the continuous driving range is greatly reduced, and the use experience is not good, which makes him think of changing a car or battery, but after running a circle in the market, he is disappointed.Replacing the battery costs about 60,000 yuan, and a little more money could buy you a new car.”I don’t think it’s a good deal.If you replace a car at a 4S store, the discount is lower, but if you disassemble the battery and sell it directly, some of the prices are even higher than the recycling price of the whole car at the 4S store.Mr Li told reporters that 4S shops are not even willing to recycle old cars or battery packs. While offering a very low price, some staff will recommend consumers to bypass regular recycling outlets and deal with battery packs privately.Reporters in the network end to search for power battery recycling related enterprises, it is easy to find a lot of contact information, after asking, they are quoted a higher recycling price, even some people give 1 kilowatt hour (KWH) 100 yuan of high price, and the price is much higher than the price of the formal network.But when it comes to the qualification of recycling enterprises, which are small workshops and informal recycling enterprises, they all avoid talking about it.With the help of the Internet and other ways, these informal recycling points exist in large numbers.More crucially, in the auction of retired power battery recycling industry, a large number of retired power batteries have flowed into informal recycling channels under the auction mechanism of the highest bidder.Car companies, rental companies and ride-sharing companies also commonly use auctions to dispose of retired power batteries on a large scale.Data from 2018 show that 74,000 tons of power batteries were retired in that year, but the first five “white list” recycling enterprises in China only recycled about 5,000 tons of power batteries in total, and the rest of the power batteries disappeared to informal recycling outlets.Industry insiders revealed that, at present, the power battery recycling of formal outlets accounted for only about 20%.In order to ensure the orderly development of the battery recycling industry, the Ministry of Industry and Information Technology issued the interim Measures for the Management of the recycling and utilization of new energy Vehicle power batteries in 2018, requiring automobile manufacturers to bear the main responsibility for the recycling of power batteries.Since 2018, a total of 27 enterprises have entered the Ministry of Industry and Information Technology in line with the “industrial specification conditions for comprehensive utilization of waste power batteries of new energy vehicles” list, namely the “white list”.Since then, the National Development and Reform Commission and other administrative departments jointly issued a notice to improve the traceability management system for the recycling and utilization of new energy vehicle power batteries;The Ministry of Industry and Information Technology and other five departments jointly issued the Management Measures for The Cascade Utilization of Power Batteries for New Energy Vehicles to accelerate the construction of the power battery recycling system.Speed up the construction of power battery recovery network.By the end of September last year, 171 new energy vehicle production and comprehensive utilization enterprises had set up 9,985 recycling service outlets nationwide.In order to establish these formal outlets, enterprises need to spend a lot of people, money and goods, but under idle, most of the outlets can hardly be profitable.Some outlets even have to change businesses because they can’t see the way forward, casting a shadow on the network construction.Wang Xiaopeng, director of the energy integration Department of Langu Wisdom (Beijing) Energy Technology Co., LTD., introduced that enterprises need to meet more than 50 evaluation conditions to enter the “white list”, and the company invested millions of yuan in plant renovation alone in 2019.As for the recycling outlets, the site area should be no less than 15 square meters and other conditions, and the recycling outlets have strict regulations on warehousing and transportation.The cost of these compliance operations directly leads to the loss of price advantage for these formal recycling outlets/enterprises in the acquisition of retired electric batteries.Guo Hongsong, general manager of Renesakin (Shanghai) New Energy Co., LTD., said that informal recycling outlets/enterprises do not pay attention to environmental protection, fire protection and other links, and do not comply with the requirements of network/site construction required by relevant policies, so that they have a natural price advantage in battery recycling.Even some illegal recycling only do “second-hand middlemen”, just recycling, do not do any processing, but the recycling to the battery sold to some specialized recycling processing enterprises, earn price difference.In the formal outlets “not enough to eat” a large number of idle circumstances, the recycling of power batteries into chaos.Secretary general of the China association of renewable resources recycling scrap car branch ying white in an interview with the China automotive news “reporter said, because the domestic power battery recycling is not yet unified standard, and the large recycling companies on the market is still in the stage of development, recycling way, the pricing model is still the beginning of the market development, therefore has not formed systemic power battery recycling system.Both the battery users and the recycling end generally lack professional theoretical knowledge and market model experience accumulation, resulting in many problems in the process of battery recycling, collection and transportation.03 strengthen supervision strict traceability network regularization is imminent, said an official with the era of ningde a related early power battery industry is small, and did not enter country traceability control system, after entering the market circulation, cause most of the channel power battery is not back to normal, greatly affect the specification battery recycling business.Although the traceability management mechanism of power battery has been established in China, there are some problems in implementation.In the face of the problems existing in the power battery industry, the normalization management of the outlets is imminent, and to perfect the normalization of the recycling outlets, it is necessary to strengthen the supervision and strictly implement the traceability management mechanism.Ying white, stressed that to promote the construction of power battery recycling market system, solve the practical problems of power battery recycling industry, producer responsibility departments to actively promote the implementation of the system, formulate measures for the management of new energy vehicle power battery recycling, to develop new energy vehicle power battery recycling network construction,Implement the traceability management system for the recycling and utilization of power batteries.According to the needs of market development, the technical specifications and requirements for recycling and dismantling of new energy vehicles are added, and policy guidance is given to each link of bullet train battery, encouraging market-oriented innovative development, and forming a benign ecology and comprehensive standardized development.In market supervision and management, governments at all levels should strengthen implementation, promote demonstration enterprises, encourage high-quality enterprises to explore new ideas, and severely crack down on the phenomenon of bad currency.”There should be both a ‘white list’ and a ‘black list’. First, to improve the market credit system and make enterprises more self-disciplined.Second, we will conduct dynamic management of the industry and strengthen ongoing and ex-post supervision.”Zhang Ying stressed that the responsibilities of all parties should be clear. Manufacturers should fulfill their producer responsibilities and strengthen information exchange with the intermediate service link and the terminal recycling and utilization end in the whole life cycle of the battery, so as to ensure the efficient recycling and utilization rate of the power battery and the harmless and resource-based disposal.Guo honglin pointed out that the possibility of sharing recycling outlets is very small due to the existence of industry competition.Therefore, it is necessary to establish an independent third-party recycling channel.Third-party recycling channels can help enterprises complete battery recycling and disposal at lower operating costs.In the future, the recycling process of power batteries will also become a trend of cooperation.Whether at the recycling level or the echelon utilization level, cooperation can further reduce costs and improve the benefits of all parties, so as to promote the better development of power battery recycling.Zhang Ying said that the recycling and utilization of batteries for new energy bullet trains still needs the guidance of government policies, the implementation of responsibilities by enterprises, and the self-discipline of all participants to strengthen information sharing and traceability of information flow in all links, so that all parties can cooperate and connect together.Strengthening supervision, establishing linkage control mechanism and strengthening traceability management are also the focus of management departments such as the Ministry of Industry and Information Technology to promote power battery recycling management in the future.Article: Wang Jinyu editor: Chen Wei Layout: Wang Kun