【SMM analysis】 This week's new lithium battery recycling program(6.22-6.26)

SMM June 30 News:

News 7: [25k-ton Li-ion Battery Resource-Optimized Cascade Regeneration Project Launched in Huzhou, Zhejiang] Recently, the ecological environment authority released the approval announcement for the new energy LIB resource-optimized cascade regeneration 25,000-ton project. The project involves a total investment of RMB 350 million, located in Meixi Town Lingang Industrial Park, Anji County, Huzhou, Zhejiang. It consists of one cascade utilization line, one waste LIB discharging line, two waste LIB crushing & recycling lines, and two waste electrode sheet crushing & screening lines. Upon completion, it will achieve an annual capacity of 10,000 tons of cascade-utilized waste LIBs, 10,000 tons of crushed & recycled waste LIBs, and 5,000 tons of crushed & screened waste electrode sheets, totaling 25,000 tons per year.

News 8: [New Energy Vehicle and Power Battery Recycling Industrialization Project Launched in Yongping, Yunnan] Recently, the local government released the public notice on the acceptance of EIA documents for the new energy vehicle and power battery recycling industrialization project in Dali Prefecture. The project involves a total investment of approx. RMB 125 million, located in Taoxin Area, Yongping Industrial Park, Yunnan. It consists of new energy vehicle charging/swapping and LNG refueling stations, new energy vehicle dismantling and power battery cascade utilization production lines, and new energy vehicle and battery recycling technology R&D center. Upon completion, it will achieve comprehensive production capacity for new energy vehicle dismantling and power battery cascade utilization.

News 9: [40k-ton Li-ion Battery Circular Demonstration Production Base Project Launched in Wenzhou, Zhejiang] Recently, the local state-owned capital investment platform, together with the local state-owned assets platform and a national high-tech enterprise, signed a Series B+ equity investment agreement. The total investment of the project is RMB 500 million, located in Wenzhou Haixiang District. It consists of a 40k-ton-level LIB circular demonstration production base. Upon completion and operation, it will fill the gap in Wenzhou's new energy battery carbon cycle recycling industry, and complete the full green chain of battery "production—application—recycling—regeneration".

News 10: [20k-ton Waste Li-ion Battery Processing Project Launched in Hanchuan, Hubei] Recently, the development and reform authority released the public notice on the filing of the annual 20,000-ton waste LIB processing project. According to the notice, the project is located in Hanchuan, Hubei. It consists of facilities for annual processing of 20,000 tons of waste LIBs. Upon completion, it will achieve an annual processing capacity of 20,000 tons of waste LIBs.

News 11: [55k-ton Waste New Energy Battery Recycling and Comprehensive Utilization Project Launched in Taihe, Anhui] Recently, the local government released the public notice on the draft EIA report for the annual 55,000-ton waste new energy battery recycling and comprehensive utilization project. The project involves a total investment of RMB 1.176 billion, located in the Green New Energy Base of Taihe Economic Development Zone. It is constructed in two phases. Upon completion, it will achieve an annual processing capacity of 55,000 tons of waste new energy batteries. After Phase I, it will produce 1,058.59 tons of lithium carbonate and 6,431.06 tons of iron phosphate per year. After Phase II, it will produce 2,417.5 tons of cascade-utilized batteries, 19,997.40 tons of nickel sulfate, 6,665.80 tons of cobalt sulfate, and 4,223.12 tons of lithium carbonate per year.

News 12: [20k-ton Waste New Energy Battery Comprehensive Utilization Project Launched in Taihe, Anhui] Recently, the company launched the first public announcement on EIA for the annual 20,000-ton waste new energy battery comprehensive utilization project. The project involves a total investment of RMB 210 million, located in the New Energy Industrial Park, Xiaokou Town, Taihe County, Fuyang, Anhui. It consists of annual processing of 20,000 tons of waste new energy batteries and supporting sewage treatment and recycling facilities. Upon completion, it will achieve an annual processing capacity of 20,000 tons of waste LIBs (10,000 tons of NCM, 10,000 tons of LFP) and 5,000 tons of cascade utilization per year, yielding 7,000 tons of battery-grade lithium carbonate and 1,000 tons of copper powder per year.