Wheels Reading | The first batch of "retirement tide" is coming, and the 8 -picture viewing power battery recycling industry is 100 billion yuan.

Fengkou Finance reporter Wang Xue

New energy vehicles step on the throttle, making the problem of power battery recycling more urgent. Considering the effective life of the average 4-6 years of power batteries and the service life of 5-8 years, combined with the rapid popularization of new energy vehicles in 2015, the first batch of new energy vehicles in my country will usher in a "retirement tide". Is power battery recycling in the future? Or will it be a new blue ocean? Fengkou Finance takes you to reveal the landscape of the power battery recycling industry.

New energy vehicles have exceeded 10 million

Dynamic battery installation volume outbreak

In recent years, the domestic new energy vehicle market has continued to be hot. According to data released by the China Automobile Association, since 2015, my country's new energy vehicle production and sales have increased. In 2021, my country's new energy vehicle sales reached 3.521 million, an increase of 157.5%year -on -year, and the market penetration rate reached 13.4%. On September 16, the Ministry of Public Security released data. As of the end of August this year, my country's new energy vehicle ownership had reached 10.99 million units, an increase of 65%year -on -year.

With the spray of new energy vehicles, the upstream and downstream of the entire industrial chain flourish, and the installed power of power batteries has entered a period of explosive growth. From 2015 to 2020, the annual installed capacity of power batteries in my country increased from 16GWH to 63.6GWh, with a compound annual growth rate of more than 50%. By 2021, my country's power battery installed volume reached 154.5GWh throughout the year, accounting for 52%of the global total installed machine volume. The latest statistics from the China Automobile Association show that from January to July 2022, my country's power battery installed capacity reached 134.3GWh, a year -on -year increase of 110.6%.

The first batch of power batteries welcomed the "retirement tide"

The recycling market is facing 100 billion -level blue oceans

New energy vehicles stepping on the accelerator, the "last mile" problem faced by the industry -retired power battery treatment, and gradually moved to the stage. Considering the average 4-6 years of power batteries, the effective life of 4-6 years and the service life of 5-8 years, combined with the rapid popularization of electric vehicles began in 2015, this year, my country's first batch of new energy vehicles in new energy vehicles ushered in "retirement". The forecast report released by the agency EVTANK shows that the scale of China's lithium battery recycling market will reach 48.29 billion yuan in 2022, and it is expected to reach 94.32 billion yuan in 2026.

More than 40,000 companies ending the Nuggets

Lu, Guangdong, and Soviet provinces lead the lead

Faced with the unlimited 100 billion -level "cake" market in the face of power battery recycling, various capitals have also poured in and scrambled to be the Nuggets.

According to the company's investigation data, as of the end of 2021, there were 40,600 existing power battery recycling enterprises in my country. In the past 10 years, the registration volume of my country's power battery recycling enterprises has increased continuously. In 2021, it has increased sharply to 24,400, a year -on -year increase of 635.17%. In 2019, there were 1,367 new power battery recycling enterprises in my country, an increase of 25.87%year -on -year. In 2020, 3,321 were newly increased, an increase of 142.94%year -on -year.

From the perspective of geographical distribution, Shandong ranks first with 3826 power battery recycling companies. There are 3177 and 3086 power battery recycling related enterprises in Guangdong and Jiangsu, ranking the top three. Since then, Henan, Anhui, Hainan and so on.

Dynamic battery recycling business is popular

A number of listed companies increase the layout

In the context of capital entry, head listed companies have continued to lay out. Overall, the current players in the recycling and utilization of power batteries can be divided into four categories. The first is a automobile manufacturer represented by Geely and BAIC; second, batteries and energy storage companies represented by Guoxuan Hi -Tech, Ningde Times, Nandu Power Supply, etc. The third is the Xiamen tungsten industry and Huayou drilling industry Equited a battery material company; fourth is a third -party enterprise represented by Tianqi, Wangneng, and high -energy environment.

The industrial chain is in the infancy stage

National policy introduction

The power battery recycling industry chain includes all links such as battery application, recycling channels, networks, stairway utilization, pre -processing, and reuse of materials. At present, my country is still in the initial stage in the recycling of power batteries. A large number of new players' fish conspiracy means that the industry threshold is not high and competitive. After some illegal and unqualified recycling subjects such as high -priced recycling power batteries such as small workshops, some of the valuable metals in the power battery are directly discharged from waste acid liquids, causing severe secondary pollution to the environment and soil.

At the national level, in order to regulate the power battery recycling market and realize the management of the entire life cycle of power batteries, in recent years, my country has also vigorously supported the development of the power battery recycling industry. surroundings.

The achievements of the power battery recycling industry are obvious to all. It is understood that the Ministry of Industry and Information Technology has formulated the "Interim Provisions on the Recycling of New Energy Vehicle Power Battery Recycling Battery" and set up a corresponding traceability management platform. As of the end of August, more than 190 enterprises such as automobile production and power battery comprehensive utilization have set up 10,235 power battery recycling service outlets in 326 provinces, autonomous regions, and municipalities in 31 provinces, autonomous regions and municipalities across the country.

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