Can you introduce the development of the recycling industry in power batteries (lithium batteries)? Including technical routes, and competition between enterprises
Isn't BYD's battery recycling by itself? Why is there a company that specializes in recycling
5 thoughts on “Can you introduce the development of the recycling industry in power batteries (lithium batteries)? Including technical routes, and competition between enterprises”
Eugene
The number of enterprises with qualified qualifications If in accordance with the "Interim Measures for the Management of New Energy Vehicle Power Battery Recycling and Use", in accordance with the "New Energy Vehicle Waste Power Storage Battery Comprehensive Utilization Industry Regulations", the Ministry of Industry and Information Technology has been publicized since 2018 to the present. The three batches of enterprises with qualified qualifications, three batches of 57 enterprises, representing only 47 companies with abolished power battery recycling and qualified qualifications identified by the Ministry of Industry and Information Technology. According to the data checked, my country ’s operating scope in industry/duration includes a total of 3091 companies with a registered capital of more than 20 million yuan in power battery recycling. It can be seen that most of my country's power lithium battery recycling enterprises do not have corresponding qualifications. Note: The deadline for data is January 12, 2022. The scope of relevant experience scope of the country refers to the registered capital of more than 20 million yuan in registered capital recycling of power battery recycling in industry/duration companies in the country. Legal qualification enterprises pointed out that the Ministry of Industry and Information Technology issued the "New Energy Vehicle Waste Dynamic Battery Comprehensive Utilization Industry Regulatory Conditions" enterprise list publicity enterprise, which has the qualifications of ladder utilization and regeneration utilization. The national recycling outlet layout has first seen scale If Ministry of Industry and Information Technology in accordance with the "Interim Measures for the Management of New Energy Vehicle Power Battery Recycling and Use" and "Interim Provisions on the Management of Tracing Source Management of New Energy Vehicle Power Battery Recycling", integrate and announce on the website to announce the website The information of the new energy vehicle power battery recycling service outlet is updated every quarter. As of January 11, 2022, there were 14,899 new energy vehicle power battery recycling service outlets identified by the Ministry of Industry and Information Technology. Among them, it can be divided into three categories. One is the official recycling channel of automobile companies. Generally, it is a cooperative outlet for brand 4S stores and some distribution platforms. The brands include Geely, BYD, BAIC, etc. The second category is a car company or a professional car removal company. The third category is a new energy company with various qualifications such as the "Renewable Resource Management License" and "Dangerous Road Transportation License". In geographical distribution, Guangdong, Jiangsu, and Shandong are the three regions with the most distribution of power lithium battery recycling services in my country in 2021. The number of outlets is 1504, 1088 and 1080, respectively, accounting for 10.09% , 7.3%and 7.25%. From the perspective of recycling enterprises, GAC, Geely and FAW are the three companies with the most dots in my country's power lithium battery recycling service outlets in 2021. The number of outlets is 1675, 1364 and 993, respectively, accounting for 11.24%, 9.15%and 9.15%and 6.66%. Note: The above -mentioned enterprise data counts all its subsidiaries and holding subsidiaries. The significant increase in the number of retired batteries drives recycling demand With the continuous increase in the preservation of new energy vehicles and the gradual increase of power battery installed capacity, my country will face the gradual retirement of large -scale power batteries. my country's power battery recycling will face demand blowouts in the next few years. According to data released by the China Automobile Technology Research Center, the cumulative retirement volume of my country's power batteries in 2020 was about 200,000 tons, and the cumulative retirement volume in 2025 was about 780,000 tons. The market size grows rapidly In data according to the China Energy News, the power batteries that were put on and listed in 2014 began to enter the batch scrap period in 2019. In 2019, my country's power battery recycling market size was about 5 billion yuan. According to data from the China Automobile Technology Research Center, the size of the domestic power battery market with a cumulative retired power battery in 2020 reached 10 billion yuan. According to the calculation of the market industry, when the price does not fluctuate, in 2021, the scale of my country's power lithium battery recycling market exceeds 17 billion yuan -For more industry related data, please refer to the "China Power Lithium China Power Lithium Analysis Report of the Battery Recycling Industry Market Prospective and Investment Strategic Planning "
The country's recycling and utilization of power batteries has been introduced. From the current situation, the overall effect is still not ideal. It should be that there is no profit model, and it takes time to mature.
The main listed companies of the power lithium battery recycling industry: my country's main power lithium battery recycling listed companies include Ganfeng Lithium (002460), Greenmime (002340), Guanghua Technology (002741), Ningde Times (300750), Tianqi Co., Ltd. (002009) , Camel (601311), Zhongwei (300919), Huayou Cobalt (603799), Shanshan (600884), beyond Technology (301049), Dishengli (603335), etc. If this article core data: Number of enterprises, retired batteries, market size, recycling outlets The number of enterprises with qualified qualifications Requirements, in accordance with the "New Energy Vehicle Waste Dynamic Battery Comprehensive Utilization Industry Regulations", the Ministry of Industry and Information Technology announced a total of three batches of qualified enterprises since 2018, and three batches of 57 enterprises. There are only 47 companies with qualified qualifications for power batteries. According to the data checked, my country ’s operating scope in industry/duration includes a total of 3091 companies with a registered capital of more than 20 million yuan in power battery recycling. It can be seen that most of my country's power lithium battery recycling enterprises do not have corresponding qualifications. Note: The deadline for data is January 12, 2022. The scope of relevant experience scope of the country refers to the registered capital of more than 20 million yuan in registered capital recycling of power battery recycling in industry/duration companies in the country. Legal qualification enterprises pointed out that the Ministry of Industry and Information Technology issued the "New Energy Vehicle Waste Dynamic Battery Comprehensive Utilization Industry Regulatory Conditions" enterprise list publicity enterprise, which has the qualifications of ladder utilization and regeneration utilization. The national recycling outlet layout has first seen scale If Ministry of Industry and Information Technology in accordance with the "Interim Measures for the Management of New Energy Vehicle Power Battery Recycling and Use" and "Interim Provisions on the Management of Tracing Source Management of New Energy Vehicle Power Battery Recycling", integrate and announce on the website to announce the website The information of the new energy vehicle power battery recycling service outlet is updated every quarter. As of January 11, 2022, there were 14,899 new energy vehicle power battery recycling service outlets identified by the Ministry of Industry and Information Technology. Among them, it can be divided into three categories. One is the official recycling channel of automobile companies. Generally, it is a cooperative outlet for brand 4S stores and some distribution platforms. The brands include Geely, BYD, BAIC, etc. The second category is a car company or a professional car removal company. The third category is a new energy company with various qualifications such as the "Renewable Resource Management License" and "Dangerous Road Transportation License". In geographical distribution, Guangdong, Jiangsu, and Shandong are the three regions with the most distribution of power lithium battery recycling services in my country in 2021. The number of outlets is 1504, 1088 and 1080, respectively, accounting for 10.09% , 7.3%and 7.25%. From the perspective of recycling enterprises, GAC, Geely and FAW are the three companies with the most dots in my country's power lithium battery recycling service outlets in 2021. The number of outlets is 1675, 1364 and 993, respectively, accounting for 11.24%, 9.15%and 9.15%and 6.66%. Note: The above -mentioned enterprise data counts all its subsidiaries and holding subsidiaries. The significant increase in the number of retired batteries drives recycling demand With the continuous increase in the preservation of new energy vehicles and the gradual increase of power battery installed capacity, my country will face the gradual retirement of large -scale power batteries. my country's power battery recycling will face demand blowouts in the next few years. According to data released by the China Automobile Technology Research Center, the cumulative retirement volume of my country's power batteries in 2020 was about 200,000 tons, and the cumulative retirement volume in 2025 was about 780,000 tons. The market size grows rapidly In data according to the China Energy News, the power batteries that were put on and listed in 2014 began to enter the batch scrap period in 2019. In 2019, my country's power battery recycling market size was about 5 billion yuan. According to data from the China Automobile Technology Research Center, 2020 This in China ’s cumulative retired power battery market has reached 10 billion yuan. According to the calculation of the market industry, when the price does not fluctuate, the scale of my country's power lithium battery recycling market in 2021 exceeds 17 billion yuan In relevant data of the industry, please refer to the "China Power Lithium Battery Recycling Analysis Report of Industry Market Prospective and Investment Strategic Planning "
The number of enterprises with qualified qualifications
If in accordance with the "Interim Measures for the Management of New Energy Vehicle Power Battery Recycling and Use", in accordance with the "New Energy Vehicle Waste Power Storage Battery Comprehensive Utilization Industry Regulations", the Ministry of Industry and Information Technology has been publicized since 2018 to the present. The three batches of enterprises with qualified qualifications, three batches of 57 enterprises, representing only 47 companies with abolished power battery recycling and qualified qualifications identified by the Ministry of Industry and Information Technology. According to the data checked, my country ’s operating scope in industry/duration includes a total of 3091 companies with a registered capital of more than 20 million yuan in power battery recycling. It can be seen that most of my country's power lithium battery recycling enterprises do not have corresponding qualifications.
Note: The deadline for data is January 12, 2022. The scope of relevant experience scope of the country refers to the registered capital of more than 20 million yuan in registered capital recycling of power battery recycling in industry/duration companies in the country. Legal qualification enterprises pointed out that the Ministry of Industry and Information Technology issued the "New Energy Vehicle Waste Dynamic Battery Comprehensive Utilization Industry Regulatory Conditions" enterprise list publicity enterprise, which has the qualifications of ladder utilization and regeneration utilization.
The national recycling outlet layout has first seen scale
If Ministry of Industry and Information Technology in accordance with the "Interim Measures for the Management of New Energy Vehicle Power Battery Recycling and Use" and "Interim Provisions on the Management of Tracing Source Management of New Energy Vehicle Power Battery Recycling", integrate and announce on the website to announce the website The information of the new energy vehicle power battery recycling service outlet is updated every quarter. As of January 11, 2022, there were 14,899 new energy vehicle power battery recycling service outlets identified by the Ministry of Industry and Information Technology. Among them, it can be divided into three categories. One is the official recycling channel of automobile companies. Generally, it is a cooperative outlet for brand 4S stores and some distribution platforms. The brands include Geely, BYD, BAIC, etc. The second category is a car company or a professional car removal company. The third category is a new energy company with various qualifications such as the "Renewable Resource Management License" and "Dangerous Road Transportation License".
In geographical distribution, Guangdong, Jiangsu, and Shandong are the three regions with the most distribution of power lithium battery recycling services in my country in 2021. The number of outlets is 1504, 1088 and 1080, respectively, accounting for 10.09% , 7.3%and 7.25%. From the perspective of recycling enterprises, GAC, Geely and FAW are the three companies with the most dots in my country's power lithium battery recycling service outlets in 2021. The number of outlets is 1675, 1364 and 993, respectively, accounting for 11.24%, 9.15%and 9.15%and 6.66%.
Note: The above -mentioned enterprise data counts all its subsidiaries and holding subsidiaries.
The significant increase in the number of retired batteries drives recycling demand
With the continuous increase in the preservation of new energy vehicles and the gradual increase of power battery installed capacity, my country will face the gradual retirement of large -scale power batteries. my country's power battery recycling will face demand blowouts in the next few years. According to data released by the China Automobile Technology Research Center, the cumulative retirement volume of my country's power batteries in 2020 was about 200,000 tons, and the cumulative retirement volume in 2025 was about 780,000 tons.
The market size grows rapidly
In data according to the China Energy News, the power batteries that were put on and listed in 2014 began to enter the batch scrap period in 2019. In 2019, my country's power battery recycling market size was about 5 billion yuan. According to data from the China Automobile Technology Research Center, the size of the domestic power battery market with a cumulative retired power battery in 2020 reached 10 billion yuan. According to the calculation of the market industry, when the price does not fluctuate, in 2021, the scale of my country's power lithium battery recycling market exceeds 17 billion yuan
-For more industry related data, please refer to the "China Power Lithium China Power Lithium Analysis Report of the Battery Recycling Industry Market Prospective and Investment Strategic Planning "
The country's recycling and utilization of power batteries has been introduced. From the current situation, the overall effect is still not ideal. It should be that there is no profit model, and it takes time to mature.
The main listed companies of the power lithium battery recycling industry: my country's main power lithium battery recycling listed companies include Ganfeng Lithium (002460), Greenmime (002340), Guanghua Technology (002741), Ningde Times (300750), Tianqi Co., Ltd. (002009) , Camel (601311), Zhongwei (300919), Huayou Cobalt (603799), Shanshan (600884), beyond Technology (301049), Dishengli (603335), etc.
If this article core data: Number of enterprises, retired batteries, market size, recycling outlets
The number of enterprises with qualified qualifications
Requirements, in accordance with the "New Energy Vehicle Waste Dynamic Battery Comprehensive Utilization Industry Regulations", the Ministry of Industry and Information Technology announced a total of three batches of qualified enterprises since 2018, and three batches of 57 enterprises. There are only 47 companies with qualified qualifications for power batteries. According to the data checked, my country ’s operating scope in industry/duration includes a total of 3091 companies with a registered capital of more than 20 million yuan in power battery recycling. It can be seen that most of my country's power lithium battery recycling enterprises do not have corresponding qualifications.
Note: The deadline for data is January 12, 2022. The scope of relevant experience scope of the country refers to the registered capital of more than 20 million yuan in registered capital recycling of power battery recycling in industry/duration companies in the country. Legal qualification enterprises pointed out that the Ministry of Industry and Information Technology issued the "New Energy Vehicle Waste Dynamic Battery Comprehensive Utilization Industry Regulatory Conditions" enterprise list publicity enterprise, which has the qualifications of ladder utilization and regeneration utilization.
The national recycling outlet layout has first seen scale
If Ministry of Industry and Information Technology in accordance with the "Interim Measures for the Management of New Energy Vehicle Power Battery Recycling and Use" and "Interim Provisions on the Management of Tracing Source Management of New Energy Vehicle Power Battery Recycling", integrate and announce on the website to announce the website The information of the new energy vehicle power battery recycling service outlet is updated every quarter. As of January 11, 2022, there were 14,899 new energy vehicle power battery recycling service outlets identified by the Ministry of Industry and Information Technology. Among them, it can be divided into three categories. One is the official recycling channel of automobile companies. Generally, it is a cooperative outlet for brand 4S stores and some distribution platforms. The brands include Geely, BYD, BAIC, etc. The second category is a car company or a professional car removal company. The third category is a new energy company with various qualifications such as the "Renewable Resource Management License" and "Dangerous Road Transportation License".
In geographical distribution, Guangdong, Jiangsu, and Shandong are the three regions with the most distribution of power lithium battery recycling services in my country in 2021. The number of outlets is 1504, 1088 and 1080, respectively, accounting for 10.09% , 7.3%and 7.25%. From the perspective of recycling enterprises, GAC, Geely and FAW are the three companies with the most dots in my country's power lithium battery recycling service outlets in 2021. The number of outlets is 1675, 1364 and 993, respectively, accounting for 11.24%, 9.15%and 9.15%and 6.66%.
Note: The above -mentioned enterprise data counts all its subsidiaries and holding subsidiaries.
The significant increase in the number of retired batteries drives recycling demand
With the continuous increase in the preservation of new energy vehicles and the gradual increase of power battery installed capacity, my country will face the gradual retirement of large -scale power batteries. my country's power battery recycling will face demand blowouts in the next few years. According to data released by the China Automobile Technology Research Center, the cumulative retirement volume of my country's power batteries in 2020 was about 200,000 tons, and the cumulative retirement volume in 2025 was about 780,000 tons.
The market size grows rapidly
In data according to the China Energy News, the power batteries that were put on and listed in 2014 began to enter the batch scrap period in 2019. In 2019, my country's power battery recycling market size was about 5 billion yuan. According to data from the China Automobile Technology Research Center, 2020
This in China ’s cumulative retired power battery market has reached 10 billion yuan. According to the calculation of the market industry, when the price does not fluctuate, the scale of my country's power lithium battery recycling market in 2021 exceeds 17 billion yuan
In relevant data of the industry, please refer to the "China Power Lithium Battery Recycling Analysis Report of Industry Market Prospective and Investment Strategic Planning "
BYD, he wants to focus his focus on research and development. If he wants to recycle, technology will develop slowly.
No, it can save costs and time