Homepage > Industrial news > The blue ocean market brought by new energy vehicles, mastering the power battery recycling channel is the key to break the game.
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?According?to?different?use?scenarios,?the?service?life?of?the?power?battery?is?5-8?years,?therefore,?it?is?judged?that?the?first?large-scale?application?of?new?energy?vehicle?power?batteries?in?China?around?2017?will?usher?in?the?first?wave?of?retirement?in?2023-2024.?To?realize?the?recycling?and?utilization?of?decommissioned?power?batteries?has?become?an?important?strategic?goal?in?the?development?of?resource?reuse?in?China.
A?large?number?of?power?batteries?are?decommissioned,?bringing?huge?market?space?to?the?recycling?industry.?According?to?the?forecast?of?the?installed?capacity?of?power?batteries,?the?total?amount?of?retired?power?batteries?that?can?be?recycled?in?China?by?2027?will?reach?118.6GWh;?According?to?the?calculation?of?the?single?ton?recovery?price?of?retired?batteries,?the?market?space?will?reach?21.3?billion?yuan?in?2027.?The?rapid?development?of?new?energy?vehicles?has?driven?the?development?of?the?downstream?battery?recycling?industry,?created?a?blue?ocean?of?power?battery?recycling?industry,?and?attracted?large?and?small?battery?manufacturers,?vehicle?manufacturers,?and?third-party?recyclers?to?layout?and?establish?an?industrial?chain.

Figure?1?Forecast?of?market?size?of?decommissioned?power?battery?recycling?in?2022E-2027E?in?China
Mastering?the?decommissioning?power?battery?recycling?channel?is?the?key?to?enterprise?survival:
Power?battery?recycling?is?divided?into?two?technical?routes:?cascade?utilization?and?recycling.?The?industry?has?a?typical?front-end?driven?back-end?development?characteristics.?The?upstream?of?the?industry?is?the?provider?of?used?batteries,?as?well?as?the?material?and?equipment?manufacturers?needed?for?recycling,?including?the?battery?manufacturing?and?use?links;?The?middle?reaches?are?disassembly?and?recycling?manufacturers?and?testing?parties.?In?terms?of?echelon?utilization,?due?to?the?highest?correlation?with?the?battery,?the?power?battery?enterprise?layout?is?the?most,?in?terms?of?dismantling?and?recycling,?it?is?generally?a?third-party?professional?recycling?enterprise?layout;?Downstream?is?mainly?used?in?energy?storage,?low-speed?electric?vehicles?and?recyclable?expensive?metal?fields.?At?present,?the?power?battery?recycling?industry?is?still?in?the?development?stage,?the?industry?standard?is?low,?about?80%?of?the?decommissioned?batteries?into?small?workshops,?most?of?the?formal?recycling?enterprises?production?line?of?raw?materials?more?rely?on?factory?waste?(battery?manufacturers?produced?in?the?production?process?of?the?corner?waste)?rather?than?decommissioned?batteries.?Because?the?formal?channel?battery?sources?are?few,?and?there?is?no?clear?pricing?mechanism?for?recycling?prices,?the?recycling?source?of?decommissioned?batteries?is?very?unstable.?How?to?ensure?a?stable?supply?of?recycled?materials?is?the?primary?problem?that?enterprises?need?to?solve?at?present.

Figure?2?Power?battery?recycling?industry?chain
"Car?enterprise-battery?enterprise-recycling?enterprise"?forms?an?industrial?closed?loop?and?builds?a?perfect?recycling?channel:
The?power?battery?recycling?market?is?divided?according?to?the?main?body?of?recycling,?the?main?players?are?automobile?manufacturers,?battery?manufacturers,?recycling?enterprises,?which?have?their?own?advantages;?Car?factories?and?battery?manufacturing?enterprises?have?the?advantages?of?recycling?channels,?and?recycling?enterprises?have?the?advantages?of?technology?and?scale,?the?cost?is?expected?to?continue?to?decline,?and?the?formation?of?a?closed-loop?industry?will?be?a?win-win-win?situation.?Waste?battery?recycling?channel?is?the?most?important?link?in?the?entire?recycling?chain,?mastering?upstream?resources?will?greatly?enhance?the?right?to?speak?of?the?industry?chain,?from?the?perspective?of?resources,?vehicle?factories?and?battery?factories?have?natural?advantages.?In?recent?years,?the?binding?trend?of?domestic?car?enterprises?and?battery?factories?and?recycling?enterprises?has?become?increasingly?obvious;
Vehicle?manufacturers:?channel,?logistics?advantages.?With?the?perfect?automobile?sales?network,?the?waste?battery?recycling?can?be?efficiently?completed.?From?the?perspective?of?consumption?habits,?consumers?are?used?to?contacting?4S?stores?for?communication?and?solution?of?car-related?problems,?which?is?more?conducive?to?direct?battery?recycling?by?car?companies;
Battery?manufacturers:?channel?advantage,?resource?autonomy.?Battery?production?with?its?own?sales?channels?to?help?achieve?efficient?recycling?of?used?batteries;?Battery?production?enterprises?produce?more?scraps?in?production,?and?need?to?cooperate?with?recycled?lithium,?nickel?and?cobalt?enterprises?to?form?the?"production?→?consumption?→?recovery?→?resource?regeneration?→?production"?of?resources;
Recycling?enterprises:?technical?advantages,?recycling?channels?are?weak.?Recyclable?mode?recycling?enterprises?have?more?mature?technology?and?internal?structure,?and?usually?have?a?team?dedicated?to?purchasing?waste?for?multi-angle?and?wide?field?recycling.?However,?the?core?is?that?there?is?no?battery?recycling?channel,?so?it?is?generally?used?to?obtain?waste?in?the?form?of?cooperation?with?car?factories?and?battery?factories.

Figure?3?Market?role?MAP
At?present,?the?regular?manufacturers?involved?in?battery?recycling?are?mostly?third-party?recycling?enterprises,?in?addition?to?recycling?companies,?battery?manufacturers,?vehicle?manufacturers?have?also?been?involved?through?self-built?production?lines?or?acquisitions,?participation?and?other?ways,?it?is?expected?that?the?future?industrial?chain?upstream?and?downstream?strategic?alliance?and?cooperation?will?be?more?in-depth,?accelerate?the?construction?of?recycling?channel?network.
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