Last year, the theoretical recovery of 478000 tons of lithium-ion batteries in China was less than half of the actual recovery.

Telah Terbit: Mar 24, 2021 09:58
[last year, the theoretical recovery of 478000 tons of lithium-ion batteries in China was less than half of the actual recovery.] in 2020, the theoretical recovery of lithium-ion batteries in the Chinese market reached 478000 tons, of which the theoretical recovery of automotive (EV) lithium power batteries has exceeded that of small (Small) lithium-ion batteries, reaching 257000 tons. EVTank predicts that the theoretical recovery of lithium-ion batteries in China will reach 988000 tons by 2025.

Recently, research institutions EVTank, Ivy Economic Research Institute and China Battery Industry Research Institute jointly released the "White Paper on the Development of Lithium Ion Battery Recycling, disassembly and echelon Utilization Industry in China (2021)". According to the statistics of the white paper, the theoretical recovery of lithium-ion batteries in the Chinese market reached 478000 tons in 2020, of which the theoretical recovery of automotive (EV) lithium power batteries has exceeded that of small (Small) lithium-ion batteries, reaching 257000 tons. EVTank predicts that the theoretical recovery of lithium-ion batteries in China will reach 988000 tons by 2025, with a significantly faster growth rate.

Another set of data disclosed in the White Paper on the Development of China's Lithium-ion Battery Recycling and disassembly and echelon Utilization Industry (2021) shows that although the theoretical recovery of lithium-ion batteries in the Chinese market reached 478000 tons in 2020, however, the actual amount of recycling that can be counted is only 196000 tons, accounting for only 41 percent. And a large proportion of the actual recovery volume is dealt with by enterprises that do not have the recycling qualification (the whitelist of battery recycling enterprises of the Ministry of Industry and Information Technology).

Statistics from the White Paper on the Development of China's Lithium-ion Battery Recycling and disassembly and echelon Utilization Industry (2021) show that in 2020, the lithium-ion battery recycling enterprises are still dominated by Bang Pu and Grimmei. In terms of actual handling capacity, the two enterprises have a combined market share of more than 50%, but the white paper also points out that the entire lithium-ion battery recycling industry lacks norms and standards. A large number of small enterprises and even individuals are engaged in operating activities in the lithium battery recycling industry chain, and there is a phenomenon of "Bad money drives out good" in the whole market.

Wu Hui, general manager of the Research Department of Yiwei Economic Research Institute and director of China Battery Industry Research Institute, analyzed that at present, China's power battery market is still in its early stage of development, and due to factors such as imperfect recycling channels and lack of market supervision, most of the decommissioned batteries flow into informal enterprises or individual hands, making it difficult for compliance enterprises to recover, and the recovery rate is obviously on the low side. Therefore, Wu Hui believes that a perfect recycling channel is an important barrier for lithium-ion battery recycling enterprises, which will be directly related to the survival and development of recycling enterprises.

White paper framework

Chapter I basic Properties of Lithium Ion Battery Recycling Industry

I. definition and classification

(1) definition of lithium-ion battery recycling industry

(2) Classification of lithium-ion battery recycling industry

Second, the research on the recycling industry chain of lithium-ion battery.

(1) Industrial chain structure map

(2) Enterprises related to the source of upstream batteries

(3) recovery and disposal of batteries in the middle reaches

(4) the field of downstream echelon utilization or recycling

Chapter II Analysis of the Market Environment of Lithium Ion Battery Recycling in China

I. Environmental Analysis of Lithium Ion Battery Recycling Policy in China

(1) Central Policy

(2) Local policies

(3) Standard system

(4) Enterprise access and qualification certification

II. Analysis of recycling market environment

(1) Analysis of shipments of small lithium-ion batteries in China

(2) Analysis of shipments of different types of power lithium-ion batteries in China

(3) Analysis of shipments of energy storage lithium-ion batteries in China

Chapter III Analysis of Lithium Ion Battery Recycling Technology and Business Model in China

I. investigation of recovery technology and technology

(1) echelon utilization technology and technology

(2) recovery and disassembly technology and technology

Second, business model analysis

(1) Research on the business model of recycling and disassembly

(2) Research on the business model of echelon utilization

III. Economic benefit analysis

(1) Economic benefit analysis of recovery and disassembly

(2) Economic benefit analysis of echelon utilization

Chapter IV current situation of China's Lithium Ion Battery Recycling Market in 2020

I. Analysis of theoretical recovery

(1) Analysis of theoretical recovery of lithium-ion batteries in China

(2) Analysis of theoretical recovery of different types of lithium-ion batteries

2. Analysis of actual recovery quantity

(1) Analysis of actual recovery of lithium-ion batteries in China

(2) Analysis of actual recovery of different types of lithium-ion batteries

III. Analysis of the market scale of lithium-ion battery recycling

(1) Analysis of the overall market size

(2) Analysis of the market scale of different recycling methods (echelon utilization and recycling disassembly)

IV. Channel Analysis of Lithium Ion Battery Recycling Enterprises

(1) Automobile enterprises

(2) Battery Enterprises

(3) self-built recycling channels

(4) middlemen

(5) other enterprises in the battery industry chain

V. Analysis of the characteristics of China's lithium-ion battery recycling market in 2020

(1) the policy supervision mechanism is still not perfect, and the market is still in the early stage of development.

(2) the expected scrapped amount of power batteries in China is large, but the actual amount of recycling is insufficient.

(3) the recycling value of power batteries is beginning to appear, but it is still difficult for enterprises to make profits.

Chapter V Analysis of the competitive pattern of China's Lithium Ion Battery Recycling Enterprises in 2020

I. study on the competitive pattern of Lithium Ion Battery Recycling and dismantling Enterprises in China

(1) Analysis of the main enterprises of lithium-ion battery recycling in China

(2) Annual handling capacity and market share of major lithium-ion battery recycling enterprises

(3) capacity analysis of major lithium-ion battery recycling enterprises

Second, study on the competition pattern of Chinese lithium-ion battery echelon utilization enterprises.

(1) Analysis of major enterprises for echelon utilization of lithium-ion batteries in China

(2) Annual handling capacity and market share of major lithium-ion battery echelon utilization enterprises

(3) capacity analysis of major lithium-ion battery echelon utilization enterprises

III. List of major power battery recycling enterprises in China

Chapter VI Analysis of key Lithium Ion Battery Recycling Enterprises

1. Pumpp cycle

(1) basic information of the company

(II) main products and classification

(3) Operation of battery recycling business

(4) the layout of the upstream and downstream of the industrial chain

2. Greenbeauty

(1) basic information of the company

(II) main products and classification

(3) Operation of battery recycling business

(4) the layout of the upstream and downstream of the industrial chain

III. Huayou cycle

(1) basic information of the company

(II) main products and classification

(3) Operation of battery recycling business

(4) the layout of the upstream and downstream of the industrial chain

Beijing Desaimei

(1) basic information of the company

(II) main products and classification

(3) Operation of battery recycling business

(4) the layout of the upstream and downstream of the industrial chain

Chapter VII Analysis of the Development trend of Lithium Ion Battery Recycling Industry in China

I. Market scale and quantity Forecast of Lithium Ion Battery Recycling in China

(1) Forecast of recovery volume

(2) Forecast of market size

II. Analysis of recycling policies and standards for lithium-ion batteries in China

III. Prediction of the competitive pattern of Lithium Ion Battery Recycling Enterprises in China

(1) Forecast of the competitive pattern of enterprises

(2) Analysis of the competitive trend of enterprises

Pernyataan Sumber Data: Kecuali informasi yang tersedia untuk publik, semua data lainnya diproses oleh SMM berdasarkan informasi publik, komunikasi pasar, dan mengandalkan model database internal SMM. Hanya untuk referensi dan tidak menjadi rekomendasi pengambilan keputusan.

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