A shares: power battery recycling into a new blue ocean, the six leading who is the next "Ningde Times"
The fuse
The World Power Battery Conference pointed out that the capital speculation of upstream raw materials to the power battery industry chain has brought short-term trouble, lithium carbonate, lithium hexafluorophosphate, petroleum coke and other lithium battery upstream materials have seen prices skyrocket. But in fact, mineral resources are not the bottleneck of industrial development. Proven reserves of lithium resources can produce 160 TWh of lithium batteries, fully sufficient to produce the global need for power batteries and energy storage batteries. At the same time, with the increase in proven lithium resources, the potential production capacity will be further increased.
It's worth noting that unlike oil, which can be used up, the vast majority of materials in batteries are recyclable.
Market development
Power battery recycling profit margins, new energy vehicles recycling value is much higher than traditional energy vehicles.
Similar to the traditional energy "five assemblies", the new energy vehicle "three electric" system (battery, motor, electronic control) for the car's core components, the cost of which accounted for about 50% of the total cost of the electric drive assembly (mainly including the motor, electronic control, gearboxes), which is the most important part of the car. The cost of the electric drive assembly (mainly including motor, electronic control, reducer) and power battery accounts for about 10% and 40% of the total cost.
Along with the rising prices of raw materials, the price of decommissioned batteries has also risen. For example, the recycling rate of nickel-cobalt-manganese has reached 99.3%, and the recycling rate of lithium has reached more than 90%. It is expected that the recycled materials of retired batteries can meet most of the market demand by 2035.
If all of these metals are recycled, the power battery recycling value of about 25,000 yuan, resulting in a unit of new energy vehicle end-of-life recycling value of more than 30,000 yuan, about 8.6 times the end-of-life recycling value of the traditional energy vehicle, is expected to 2030, the automobile is returned to the channel recycling rate of 38%, corresponding to the total number of dismantled cars for the 11,727,000, the market space of as high as The market space is as high as 262.76 billion yuan.
Transcendence Technology
The company's main business is industrial hazardous waste and medical waste disposal services, as well as dismantling services for waste electrical and electronic products. At present, the company mainly provides services for industrial hazardous waste and medical waste disposal services and waste electrical and electronic products dismantling services, and mainly produces some industrial hazardous waste resource utilization products and waste electrical and electronic products dismantling products.
The company intends to use wholly-owned subsidiary Anhui Dewei Green Environmental Protection Co., Ltd. as the main implementation of the project, is located in Anhui Province, Chuzhou City, Nanqiao District, Shahe Town Industrial Park, after the completion of the project, the formation of 60,000 tons / year of waste power batteries recycling capacity, the project is expected to a total investment of 40,000 million yuan.
Guanghua Technology
The company's main business is the research and development, production and sales of PCB chemicals. The company's main products include PCB chemicals, lithium battery materials and chemical reagents, etc., wholly-owned subsidiary Zhuhai Zhongli New Energy Technology Co., Ltd. was included in the second batch of the country's *** 22 in line with the "new energy automobile waste power battery comprehensive utilization of industry norms and conditions," the list of enterprises, through the waste power battery compliance and legal recycling, dismantling, and remanufacturing, in order to reduce the harm of the arbitrary abandonment of the environment!
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Ningbo Jingda
The company's subsidiary set up an automated dismantling production line for new energy batteries, with a capacity of 20,000 tons per year. The production line has a high degree of automation and is the first of its kind in China, and has already started business cooperation with a subsidiary of Ningde Times. The plate grid stamping production line based on recyclable batteries is used in new energy automobile, and this production line replaces the imported market with wide prospects. Completed the research and development of high-speed stretching production line based on the elbow joint type of new energy vehicle battery shell, combined with the company's cam-type automated conveyor mechanism, so that the speed can reach more than 60 times per minute, which is much ahead of the existing level of the industry. Completed the new energy power battery cover based on the 600-ton press production line, and batch put on the market.
Disonic
The company holds a 55% stake in its holding subsidiary, Guangdong Weimar New Material Technology Limited, whose main business is the recycling of new energy waste lithium batteries, processing and resource recycling and other related businesses. The company's main business is the research and development, design, manufacture and sale of aluminum alloy wheels for automobiles, the company's main products are automobile wheels and automobile tires, and mainly for the U.S. tuning market, the domestic industry, one of the few companies with aluminum alloy wheels production capacity.
Tianqi Stocks
The recycling equipment industry based on scrap steel processing equipment, end-of-life automobile dismantling equipment, non-ferrous metal processing and sorting equipment; the automobile after-market industry based on end-of-life automobile recycling and dismantling, automobile core parts remanufacturing and power battery recycling and resource utilization. Focusing on the recycling of waste lithium batteries, raw materials for waste lithium batteries, to create a competitive market and scale economic benefits of waste lithium battery resource utilization base.
Tel shares
The company's main lithium battery injection equipment, lithium battery recycling dismantling equipment. Subsidiary Zongmai technology is mainly the production of lithium battery automated injection equipment, its Taineng new energy 10GWH lithium battery project a 2GWH production ceremony held on May 14 in Anhui Maanshan production base, marking the first 200PPM high-speed 21700 cylindrical lithium battery products formally off the production line, the domestic metallurgical industry with the coupling of the field of leading enterprises.
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