According to Xinbattery news, Anhui Xinbattery Cycle Technology Co., Ltd. annual treatment of 15GWh power battery REUSE and recycling project groundbreaking ceremony was held recently.
The total investment of the project is 1.05 billion yuan, which is planned to be implemented in two phases. The first phase of the investment of 550 million yuan, the construction of 4 2nd life production lines, 2 battery recycling system production lines; Phase II investment of 500 million yuan, new construction of 2 echelon production lines, 2 battery recycling system production lines.
40,000 enterprises preempted the layout
The current development of the new energy market is in full swing, but with the passage of time, the market is about to usher in a large-scale power battery retirement tide.
Power battery recycling will become one of the important source channels of power battery raw materials.
The industrial research Department of the power battery Recycling Alliance believes that: in 2023, China's retired power batteries can reach 590,000 tons, of which ternary batteries are about 310,000 tons, accounting for about 53%, and lithium iron phosphate batteries are about 280,000 tons, accounting for about 47%.
Driven by the market, more and more enterprises choose the blue ocean market, and the number of battery recycling related enterprises in China continues to grow.
The data show that there are 6,609 registered battery recycling-related enterprises in 2020, 28,000 new battery recycling-related enterprises in 2021, and about 42,000 registered power battery recycling enterprises in China in 2022.
With the increasing number of entrants, the competition in the field of power battery recycling is becoming increasingly fierce, and the competition in the 100 billion blue ocean market has sounded the horn.
However, it is worth noting that power battery recycling is a technology-intensive and capital-intensive industry, professional, refined recycling and dangerous goods control, pollution treatment and other measures are very test the financial strength and technical strength of enterprises, so enterprises need to be careful to enter the game.
The Ministry of Industry and Information Technology of China will personally"supervise the war"
Although the track is hot, the situation of tens of thousands of enterprises to grab the market directly leads to fierce competition, and many problems are also pushed to the front
At present, the capital and enterprises rushing in have formed a tripartite pattern: the third party recycling enterprises represented by GEM and Tianqi; Battery and material enterprises represented by CATL, Ganfeng Lithium, Tianqi Lithium, etc. To BYD, BAIC, SAIC Motor and other representative car manufacturers.
In addition, many "small workshops" lacking formal qualifications also took the opportunity to enter the recycling market, and there was a situation of "bad money driving out good money".
Since the MIIT of China issued the first batch of new energy power battery recycling enterprises white list in 2018, the white list of enterprises has increased to 88.
However, compared with thousands or even tens of thousands of unqualified "black workshops", the amount is still small.
To this end, in recent years, the relevant departments have formulated and introduced relevant policies more focused on improving the construction of the power battery recycling system, and the Ministry of Industry and Information Technology has also expressed its position on this many times.
In April, the Ministry of Industry and Information Technology published a work plan for the development of regulations in 2023. The Ministry of Industry and Information Technology will submit 6 projects for consideration during the year, and complete the drafting of 9 projects for timely submission for consideration, including the "New Energy Vehicle power battery recycling Management Measures".
In June, Xin Guobin, Vice minister of the Ministry of Industry and Information Technology, said at a routine briefing on the policy of The State Council: The Ministry of Industry and Information Technology will work with relevant departments to further improve the recycling management system and constantly improve the recycling system of power batteries.