In 20 17, the cumulative annual production and sales of new energy vehicles were 794,000 and 777,000 respectively, up by 53.8% and 53.3% respectively. From June to August of 20 18, the cumulative sales of new energy vehicles was 60 1 10,000, an increase of 88.0% year-on-year. It is estimated that the sales volume of new energy vehicles will exceed 1 10,000 vehicles for the first time in 20 18.
In 2009, China officially started the project of promoting new energy vehicles in ten cities, and promoted new energy vehicles in 2009-20 12 * * * 17000 vehicles. After 20 13, new energy vehicles entered the stage of large-scale popularization and application. By June of 20 18, the cumulative production has reached 2.2 million vehicles, accounting for nearly 50% of the global total production. China has become the world's largest producer and exporter of new energy vehicles.
China's new energy vehicles mainly adopt pure electric mode, so the scrapping of power batteries after expiration has become a concern of the government.
2065438+July 25th, 2008, seven departments, including the Ministry of Industry and Information Technology, started the pilot project of power battery recycling for new energy vehicles, which is of great significance to the lithium battery recycling industry. This power battery recycling pilot project will accelerate the improvement of the power battery recycling system in the market.
With the strong sales of new energy vehicles, the demand for power lithium batteries has opened up a high growth space. According to the data calculation, it is estimated that the demand for power lithium batteries in China from 2017 to 2020 will be 28.2 1GWh, 36.44GWh, 47.48GWh, 69.82GWh and 100.94GWh, respectively, with a year-on-year growth rate of 29.
This part of the battery is expected to have a service life of 5-7 years, and it is planned to enter the retirement period from 2065 438+08-2025. Therefore, the power lithium battery recycling market reached its peak for the first time in 20 18, and will maintain rapid growth in the next three years.
In 2020, the scale of battery recycling market will reach about 6.5 billion yuan, of which the scale of cascade utilization market is about 4 1 100 million, and the scale of recycling market is 2.4 billion yuan. By 2023, the total market size will reach 654.38+0.5 billion yuan, including 5.7 billion yuan for cascade utilization and 9.3 billion yuan for recycling.
20 18 predators in related industries frequently rush to lay out the lithium battery recycling industry, including vehicle manufacturers, power battery manufacturers and battery material manufacturers.
20 1, 20 18 On the evening of March 23rd, Shengtun Mining (6007 1 1) announced that it planned to purchase Zhuhai Keli New Metal Material Co., Ltd./kloc-0 at a price of1200 million yuan by way of non-public offering of shares.
On March 8, 2065438, Jilin Jean Nickel announced that its wholly-owned grandson company Jean International Investment Co., Ltd. planned to transfer its 36.59 million shares of North American Lithium Industry to Canadian Times, the wholly-owned grandson company of Contemporary Amperex Technology Co., Ltd. (300750);
3.2065438+In February 2007, Tianqi Co., Ltd. (002009) announced that through this special M&A fund, it invested 1 100 million yuan of its own funds to acquire 98% equity of Jiangxi Longnan Jintaige Co., Ltd., forming an industrial closed loop of lithium battery recycling.
4. On August 365438, 2065438, Nachuan Co., Ltd. (300 198) announced that Quanzhou Qiyuan Nachuan New Energy Industry Partnership, which it controlled, acquired Xingheng Power Supply (the first in China to realize the secondary life and cascade utilization of power lithium batteries) 1 at the price of18.64 million yuan.
5.2065438+On August 30, 2007, Guo Xuan Hi-Tech (002074) announced that it and Lanzhou Jinchuan invested 50 million yuan respectively to set up two power battery resource recycling technology companies in Anhui and Gansu to build power battery recycling production lines;
6.2065438+On August 29th, 2007, Han Rui Cobalt Industry (3006 18) announced that it would invest 1 100 million yuan to set up a wholly-owned subsidiary, Ganzhou Han Rui New Energy Technology Co., Ltd., to build a lithium battery waste recycling and hydrometallurgy production line project.
7. On August 7, 2065438, Xiamen Tungsten Industry Co., Ltd. (600549) announced that it planned to increase its capital by 78,848,700 yuan to Peng Hao, Ganzhou (the company specializes in the recycling and processing of secondary battery renewable resources). After the capital increase, the company will hold 47% equity of Ganzhou Peng Hao and become its largest shareholder;
8.2065438+On August 2, 2007, Meg (002340) announced that it would increase the capital of Jingmen Meg New Materials Co., Ltd., a wholly-owned subsidiary, with its own capital of 900 million yuan to further promote the recovery of power batteries and raw materials;
9.20 1 71.7, Du Nan Electric Power (300068) announced that it plans to set up Anhui Du Nan Huabo New Materials Technology Co., Ltd., a wholly-owned subsidiary, with its own funds of1100 million yuan to carry out lithium battery recycling and new materials business;
10, 20 17 On April 5th, Huayou Cobalt (603799) announced that it planned to acquire 70% equity of Korea TMC (recycled metal raw material processing enterprise) through its subsidiary Huayou International Holdings, and the equity transaction price was about RMB 1.2 1 billion.
According to statistics, the number of lithium battery mergers and acquisitions increased from 17 in 20 13 to 53 in 20 16. M&A increased from 654.38+75.8 million to 28.6 billion in 2065.438+06.
In 20 17, there were 35 lithium battery M&A projects involving listed companies, of which the total transaction amount of 34 projects exceeded 46.5 billion yuan, and the M&A amount of 15 enterprises exceeded 10 billion yuan.
By the end of June 30th, 2008, there were 36 M&A financing cases involving 43.525 billion yuan by listed companies in the fields of lithium batteries, equipment and upstream materials.
At present, the lithium battery recycling system is being established, the policy is not completely clear, the recycling channels are being built, and there is no unified standard for recycling technology. As power batteries enter the centralized retirement period, the sales of new energy vehicles continue to surge, and power battery recycling will usher in a golden period of development.
Personally, I am very optimistic about the lithium battery recycling industry, and there will probably be several listed companies born from this industry in the future.
The above is my personal view on lithium battery recycling industry, and I hope it will help you.