Have you heard of the power battery recycling industry? This is a popular track that is about to "explode". Why? As we all know, new energy vehicles have become the trend of the future, which is already a consensus of people at present. Moreover, the ownership and sales volume of new energy vehicles in the mainland have always ranked first in the world.
Therefore, we are more "urgent" than other countries to develop the power battery recycling industry, this is because the current life of new energy power batteries is about 4-6 years, and the cost of replacing batteries is high, which is difficult for new energy owners to accept. But once the battery can be recycled, then this cost will inevitably fall.
At the same time, it is even possible to promote the rapid development of the new energy automobile industry. From the current point of view, the completion of the power battery recycling system has become an urgent thing.
The installed capacity of power batteries continues to increase
Looking at the "development history" of new energy vehicles in the mainland, 2015 can be regarded as an "outbreak node", official data show that in 2015, the output of new energy vehicles in mainland China increased by 291% year-on-year to 401,300 units, and sales were more appropriate to increase by 342.9% year-on-year to 331,100 units.
Since then, the production and sales of new energy vehicles have begun to grow upwards, and the latest data show that in the first 11 months of 2021, the production and sales of new energy vehicles in the mainland reached 3.193 million units and 2.9895 million units, respectively. As the sales of cars increase, the installed capacity of batteries must also grow.
Statistics released by the China Automotive Power Battery Industry Innovation Alliance show that by November 2021, Continental Power Battery already has a monthly loading capacity of 20.82Gwh, which is a new record in history. This means that the demand for battery recycling ushered in by the mainland in the future will also increase year by year.
Decommissioned batteries will reach 3 million tons, bringing high recycling benefits
What exactly does that add up? In the relevant industrial planning of the mainland, it has been clearly mentioned that by 2025, the sales of new energy vehicles in the mainland will reach 20% of the car. By November 2021, it will already reach 17.8%, so the proportion may exceed 20%, or even 35%.
Calculated, in 2025, the mainland new energy vehicles may be able to reach 9.16 million sales, at that time, the power battery will also reach more than 3 million tons of loading capacity, the 3 million tons of batteries, the future is needed to be recycled. Moreover, recycling is not only to "reduce the burden" for car owners, but also to "make money".
There are many kinds of power batteries, but no matter which one, they contain a lot of metal. Nowadays, how expensive the metal price is, everyone should understand, business agency data show that the highest quotation of lithium phosphate in recent days is even more than 400,000 yuan / ton; on February 11, 2022, the highest price of cobalt in Shanghai Metal Network also reached 528,000 yuan / ton.
The recycling of the power battery can reuse the metal in it. According to the data of China Research Network, the current recovery rate of metal cobalt and lithium carbonate in the mainland is above 85%, and it is expected to even reach 95% in the future. According to the forecast of East Asia Qianhai Securities, the recoverable lithium carbonate and cobalt sulfate in the industry can reach 193,000 tons and 290,000 tons in 2030.
It can be seen that the recycling of power batteries can create very high recycling income, so it will be said that this line will be "hot", after all, the ability to make money is placed here. Moreover, there are already "signs" now, and many enterprises are scrambling to enter the layout.
Enterprises enter the bureau, and the scale of the industry will reach 107.43 billion yuan after 10 years
Relevant data show that by 2020, the number of registrations of enterprises related to power battery recycling in the mainland has reached 2579, an increase of 253.3% year-on-year. By December 2021, the number of "white list" battery recycling companies certified by the Ministry of Industry and Information Technology has also expanded from more than 20 to 47.
Moreover, this industry has also been vigorously promoted by the state. On February 11, 2022, the Ministry of Industry and Information Technology and eight major departments jointly released a plan, which clearly mentioned the aspects of improving the power battery recycling and reuse system.
It seems that the future of this industry is really a "new blue ocean", but also a "new outlet" at present, and the market prospect is self-evident. According to the forecast of East Asia Qianhai Securities, by 2030, the market size of this industry may reach 107.53 billion yuan.
In general, the power battery recycling industry is not only an industry that must be developed at present, but also an industry with great potential, and the market scale and profitability are worth affirming. Moreover, since new energy vehicles are already the trend of the future, the demand for battery recycling in the future is certainly very large.
Compared with the current number of battery recycling companies, this line really belongs to the situation that few people do, it seems that the current power battery recycling is still a "new blue ocean" that has not been too developed. I don't know what you think of the power battery recycling industry? Once the new energy vehicle battery is scrapped, will you choose to replace it? Feel free to leave a message in the comments section.