The energy storage concept sector rose 2.17%, and the problem of lithium battery recycling caused controversy | Energy Storage Weekly Rating List

Huaxia Times (chinatimes.net.cn) reporter Jiao Yanli Lu Xiaoxiao Beijing report

This week (July 18th -July 22nd), the Oriental Fortune Energy Storage Concept sector rushed up and fell, and the sector index began to shake and organize after a high level of 1805.94, but as of this Friday, 2.17% still recorded 2.17% The gain. Among the 10 energy storage enterprises monitored by the Huaxia Times, 3 have risen this week and 7 declined. Tianneng rose 11.53%during the week, the highest increase in TOP10.

The total transaction volume of the Oriental Fortune Energy Storage Concepts this week was 290 million hands and the total transaction volume was 500.373 billion yuan. Although there was a shrinkage from last week, the K -line diagram was stretched to see the sector remained at a rise in volume.

"Ning Wang" chairman of the lithium recovery speech to make doubts

On the news, Zeng Yuqun, chairman of Ningde Times, recently pushed the power battery recycling to the front desk at the lithium recovery rate at the World Power Battery Conference.

On July 21, the 2022 World Power Battery Conference opened in Yibin, Sichuan. At the meeting, Zeng Yuqun, chairman of Ningde Times, said that the currently proven lithium resource reserves can produce 160TWH lithium batteries. As the subsequent lithium resource proven will be more, lithium mines are not bottlenecks for industrial development. "The battery is different from petroleum, and the oil is gone after use. Most of the materials in the battery can be recycled. Taking our Bangpu as an example, the recovery rate of nickel cobalt manganese has reached 99.3%. The utilization rate has also reached more than 90%. "Zeng Yuqun added.

Affected by this news, on the 21st, more lithium mining stocks fell, Ganfeng Lithium fell 5%, Tianqi Lithium fell more than 7%, and the recycling of power batteries was once again pushed to the front desk.

Qi Haizhen, president of Beijing's Sunshine New Energy President, told the reporter of the Huaxia Times that the World Power Battery Conference fully reflects the rise of upstream resource prices to squeeze the middle and lower reaches of the lithium battery industry chain. After the recycling market of lithium batteries, after all, the commercialization of lithium battery recycling and reuse has been opened. Although it is in the initial stage, with the increase in the amount of the battery market, the number of waste batteries will be eliminated. The battery recycling industry chain should be paid attention to whether it is an environmental protection perspective or social responsibility.

In an interview with the reporter of the "Huaxia Times", Lin Xiang, an expert in the car analyst and the expert, believed that Zeng Yuqun's remarks were selling the future. Linxan said that first of all, the recycling speed of power batteries is far from catching up with the speed of manufacturing new batteries. At the same time, the recycling of power batteries cannot meet the urgent needs of the market. In the short term, the market is still based on new production batteries; High, many companies have not taken into account the follow -up recovery links during the production of battery production in the early stage, which has caused a series of problems such as the difficulty of disassembly of battery packages, large hidden dangers of battery recycling, and environmental pollution. However, Linzhi also said that the current power of the power battery recycling market is relatively large, and the high attenuation rate of early new energy vehicle batteries has entered a dense scrap period, which is a benefit for the recycling industry.

This remarks in Ningde Times were also questioned by Tianqi Lithium. Regarding Zeng Yuqun's statement about the recovery rate of a subsidiary Bangpu's cycle of more than 90%, the relevant person from the Tianqi Lithium Industry Investment Management Department believes that lithium recovery can theoretically, but it can not reach large -scale reuse in business. It means that "the laboratory should be able to do it, but I haven't seen it yet." In Ningde Times, he responded confidently, "Welcome to Bangpu, Guangdong to see advanced mass production technology."

In terms of the trend of individual stocks, the TOP10 stocks that focus on the China Times this week are similar, and the rising and falling parameters are mostly.

According to the flow of funds after one week of the concept of Eastern Fortune Energy Storage, this week's energy storage concept sector is mainly based on net outflow of funds. The main net outflow of the sector is 16.232 billion yuan. Essence

my country's power battery installed capacity is 531.9GWh

In the industry, during the holding of the World Power Battery Conference, the "Annual Report on the Development of China's Automotive Power Battery and Hydrogen Fuel Battery Industry (hereinafter referred to as" Report ") organized by the China Automotive Power Battery Industry Innovation Alliance was officially released Essence The report shows that as of June 2022, my country's power battery installed capacity reached 531.9GWh, and the global power battery installed capacity was about 295.9GWh in 2021. Among them, the installed capacity of my country's power batteries was 154.5GWh, accounting for 50 % of the global installed capacity Among the top ten global power battery installed capacity, Chinese companies occupy 6 seats, with a market share of about 48%.

Among the hydrogen fuel cells, my country has officially approved five cities clusters in Beijing -Tianjin -Hebei, Guangdong, Shanghai, Hebei, and Henan. It is committed to creating a demonstration city group and effectively promoting the development of fuel cells. From the goal of various demonstration city groups, the promotion of domestic hydrogen fuel cell vehicles will reach 3,2305 vehicles, and nearly 400 hydrogen refueling stations will be built. Among them, the number of Guangdong demonstration urban groups will have the largest number. indivual.

At the same time, Qu Guochun, director of the Equipment Industry Development Center of the Ministry of Industry and Information Technology at the World Power Battery Conference, said that the potential of the Southwest region is large, and it is expected to form a new highland for the power battery industry. Compared with the southeast coast, the most prominent is clean energy. In the energy ratio, Sichuan clean energy accounts for 85.5%of the province. Clean energy such as hydropower can effectively reduce the production cost of the enterprise and realize the full life cycle of power batteries. Sichuan will become a power battery investment in hot soil. In terms of lithium salt, this week's industrial and battery -grade lithium carbonate appeared a little. On July 21, the average price of industrial -grade lithium carbonate East China was 460,000 yuan/ton, an increase of 0.22%compared with the beginning of the week. The average price price of the region is 47,8600 yuan/ton, which is 0.13%compared with the beginning of the week. The price of lithium hydroxide in the downstream continues to stabilize, the market transactions are relatively light, and the production of electricity is mainly stable. The supply side has not changed much.

In terms of research reports, Everbright Securities issued a research report for the first time to give the industry a "increase" rating. The Everbright Securities Research Report believes that the battery has the advantages of high safety, strong expansion, long circulation life, and low cost of life cycle. It is currently a relatively mature liquid flow battery. Policies can reduce the initial installation costs through subsidies. Improving the capacity of steel companies with vanadium titanium magnet ore, superimposed technology -driven cost reduction, and the battery is expected to usher in high -speed growth. In 2021, the proportion of new types of energy storage in China in China accounted for less than 1%. Everbright Securities is expected to reach 3.0GW and 4.7GW in 2026. And 56%.

Guotai Junan also said that the construction of the first domestic hydrochloric acid base hydrochloric acid base liquid storage power station marks the upgrading of the electrolyte of the 钒 battery, and the energy density increases significantly. The application scenario of liquid flow batteries will extend the service life, and related companies related to the battery side and material side will continue to benefit. However, Guotai Junan also gave the actual operating effect less than expected, the industrial chain was not as good as expected, the new energy storage technology update iterative iteration, and the full -liquid flow battery faced risk prompts such as other new energy storage technology threats.

Editor -in -chief: Editor of Lu Xiaoxiao: Zhang Yuning

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