[2.23Lithium Express] Recycling companies increase prices to grab power batteries | the agency expects annual sales of new energy vehicles to exceed 5.65 million in 2022.

[Desai battery: the energy storage lithium battery market is the company's key business area in the future, but its share in the company's revenue is still very low.] Desai battery said on the interactive platform that the company's energy storage battery products are mainly used in 5G communication base stations, home energy storage, UPS data center power, and so on. The energy storage lithium battery market is the key business area of the company in the future, but it still accounts for a low proportion of the company's revenue.

[nebula Co., Ltd.: company testing products can be used for battery recycling testing] Nebula Co., Ltd. said on the interactive platform that the company's testing products can be used for battery recycling testing. The company will actively pay attention to the changes of national policy, give full play to its technological advantages and promote the development of the clean energy industry.

[Tianyu Ecology: plans to acquire 51% equity interest in Qinghai Juzhiyuan no more than 610 million yuan] Tianyu Ecological announcement intends to increase its capital to Qinghai Juzhiyuan New Materials Co., Ltd. with no more than 610 million yuan. After the completion of the capital increase, the company holds 51% of the equity of Qinghai Juzhiyuan and gains its control. The target company has been approved by the Management Committee of Chaidamu Circular economy Experimental Zone with an annual output of 6000 tons of high-end lithium hexafluorophosphate construction project. among them, the first phase of lithium hexafluorophosphate production line with an annual output of 2000 tons was completed in the second half of 2021 and received trial production approval from Delingha Emergency Management Bureau, but has not yet been formally put into production. The second phase of the target company's annual output of 4000 tons of lithium hexafluorophosphate production line is still under construction.

[the recovery price of power battery is more expensive than that of new goods recycling enterprises.] according to national regulations, if the capacity of power battery decays to less than 80% of the rated capacity, it will face decommissioning and forced recycling. At a waste battery recycling plant in Longnan, Ganzhou, Jiangxi Province, a person in charge told reporters that the recycling price of decommissioned power batteries is mainly related to the content of valuable metals in batteries, such as nickel, cobalt, manganese, lithium, and so on, which are basically recovered at a discount at the market price. but at present, there has been an upside-down phenomenon with a discount coefficient of more than 100%. At the lowest point last year, the price of recycling compared with new goods was only 60%. Now the discount coefficient has basically doubled, and 120% have dared to shout. Some waste battery suppliers said that the recycling price of power batteries has risen too fast and has exceeded expectations. In this case, recycling enterprises are to increase the price to buy, for fear of buying late and then raise the price.

[Citic Construction Investment: maintain 5.65 million new energy vehicles for the whole year + sales forecast] CITIC Construction Research News pointed out that the industry demand continues to be strong, and the production schedule in the middle reaches of February is full, affected by the reduction of 3 days in the Spring Festival holiday + February compared with the previous month. On the whole, the production schedule of the lithium industry chain in February was flat or slightly lower than that of the previous month, but most of the reductions were less than 5 per cent. On the demand side, the price increases of some models affect short-term orders, but new models are gradually launched and rushed to be installed in the second half of the year. It is expected that 250000 new energy vehicles will be sold in February, of which 240000 passenger vehicles will be sold, with a month-on-month ratio of-39%, maintaining a sales forecast of 5.65 million vehicles for the whole year.

[Shandong new energy storage construction speed up again and break through new energy storage peak shaving projects such as lithium battery, compressed air, liquid flow battery] Shandong Energy Bureau issued the notice on carrying out the collection of 2022 energy storage demonstration project storehouse. The collection scope of 2022 energy storage demonstration project library will be expanded, extended and expanded on the basis of 2021. It covers lithium battery, compressed air, liquid flow battery, coal heat storage, hydrogen production and hydrogen storage and other new energy storage and peak shaving projects, a total of 6 categories. Among them, the lithium battery energy storage and peak shaving project, with lithium battery as the main energy storage component, the project access voltage level is 110 kV and above, the power is not less than 50,000 kilowatts, the continuous charging time is not less than 2 hours, and the AC side efficiency is not less than 85%. Shandong strives to achieve about 5 million kilowatts of energy storage facilities by 2025. "View details

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