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With the development of new energy vehicles, the recycling of power batteries behind them has attracted the attention of the general public. According to industry estimates, the first batch of new energy vehicles on the market, their power batteries have been in the "decommissioning" period. According to the CCTV financial report, the cumulative decommissioning of power batteries in China is about 200000 tons in 2020, and this figure will rise to 780000 tons by 2025. But where will these retired batteries go? Insiders said that each new energy vehicle is generally loaded with a complete lithium battery package. After recycling, it can be disassembled into modules or cells to form small electricity.
According to the statistics of the Research Department of the Power Battery Application Branch, the total installed capacity of power batteries in China in 2019 was about 62.2 GWh, an increase of 9.3% over the same period last year. Among them, ternary batteries accounted for 65.2% of the total installed capacity, an increase of 22.5% over the same period last year, and lithium iron phosphate batteries accumulated 20.2GWh, down 9.0% from the same period last year. Specifically, the installed capacity of power batteries in Ningde era is 31.71GWh, accounting for 51.01% of the total installed capacity in 2019. In addition to the Ningde era, the power battery companies ranked as TOP10 in 2019 are: 10.76GWh and Guoxuan Gao.
Today, Toyota announced a joint venture with Panasonic to form a new battery company and signed a business merger contract and a joint venture contract to supply batteries to Mazda, Dafa Motor and Subaru in the future. In fact, the joint venture to build a new battery company is not only Toyota, at present, including Tesla, Volkswagen, Daimler and other international giants to participate in the new battery factory plan. On February 3, Toyota Motor Company and Panasonic Industrial Co., Ltd. signed a business merger contract and a joint venture contract for the establishment of a new car square battery company, and then actively promoted the relevant preparations for the establishment of the joint venture company.
BergWarner is expanding into power battery packs, investing in remeopower, an emerging energy technology company. Remeo power is a battery pack start-up founded by Tesla and former engineers at SpaceX. This time, the two companies will also set up a new joint venture to sell pure electric transmission systems. Due to the increasingly serious environmental problems and emission reduction targets, many manufacturers have invested in fuel cells and high-capacity power cells for new energy. Tesla, Volkswagen, Bosch and other manufacturers have invested billions of dollars to target power.
In recent years, with the deepening of the concept of green development, the competition around the new industry is also intensifying. As the heart of new energy vehicles, the importance of power battery is self-evident. Recently, the stock price of power battery Ningde era has risen continuously, with a total market capitalization of more than 130 million yuan. behind its capital market performance, it highlights the problem of battery shortage in the new energy automobile industry. According to earlier media reports, he Xiaopeng, the CEO of Xiaopeng car, crouched in Ningde era for a week in order to get the battery smoothly from Ningde era. And Zeng Yuqun, chairman of Ningde Times, also said at the recent shareholders' meeting that customers have recently urged for goods.
Recently, BYD officially announced that the company is steadily moving forward with the spin-off and listing of the power battery business, which is expected to be spun off and listed independently around 2022. In fact, this is not the first time that BYD has said that it will spin off the power battery business. as early as last year, BYD founder and chairman Wang Chuanfu said that BYD is working on the divestiture of the power battery business. the spin-off is expected to be completed by the end of 2018 or early 2019, and BYD's power battery business will be listed independently in 2022-2023. Then, already is the domestic new energy automobile industry leader's Biya.
Since the domestic market has wantonly promoted new energy vehicles, the problem of restricting its development has gradually become the concern of consumers. It is not only the recent frequent incidents of "spontaneous combustion", but also the high cost of battery replacement and environmental pollution that once again make consumers ponder.
In order to promote the popularity of electric vehicles, Honda Technology Research Industry Co., Ltd. announced the signing of a strategic cooperation agreement with Ningde Times, a power battery supplier, which will supply Honda with power batteries. At the same time, Honda will also take a stake in the Ningde era, with a 1% stake in the Ningde era when the deal is completed. On July 10, Honda officially announced that Honda and Ningde Times have signed a comprehensive strategic cooperation agreement on new energy vehicle power batteries to strengthen the promotion of electric vehicles and accelerate the strategic partnership. This strategic cooperation will cover the joint development, stable supply, recycling and other areas of power batteries. At the same time, the Ningde era also released.
On June 8, GAC GROUP announced that the board of directors of the company had examined and passed the "motion on liquidation and cancellation in the GAC era" and agreed that due to the changes in the market environment and the development and progress of battery production technology, according to the relevant provisions of existing laws and regulations, to the holding subsidiary GAC Times Power Battery system Co., Ltd. (hereinafter referred to as "GAC era")
According to domestic media reports, the Ministry of Industry and Information Technology has decided to abolish the "Standard conditions for Automobile Power Battery Industry" from June 21, 2019, as well as the catalogue of the first, second, third and fourth batch of enterprises that meet the requirements. At the same time, the Ministry of Industry and Information Technology has formulated the "Automotive Power Battery Industry Standard conditions". Since May 1, 2015, enterprises have declared online through the "Automotive Power Battery production Enterprise Management system" in accordance with the requirements of the "normative conditions". The "normative conditions" make it clear that if the power battery carried by the new energy vehicle does not enter the catalogue, that is, the so-called "whitelist", then the new energy vehicle will.
Although electric vehicles can make a certain contribution to the reduction of urban emissions in the process of driving, the production and scrapping of electric vehicle batteries is also a big problem, which may be a big pollution. As new energy vehicles enter the fast lane of development, the scale of the waste power battery recycling industry behind it is also expanding. According to the report of CCTV, the first batch of new energy vehicle batteries entering the market has entered the "decommissioning" period, and by 2020, the cumulative scrapped power batteries will reach 200000 tons, and the industrial scale will exceed 10 billion. In the era of vigorously promoting new energy vehicles, traditional car companies have launched electric cars, and the new power of car-building is also like spring after the rain.
According to media reports, BYD's blade battery has been delivered to Tesla's Berlin super factory in Germany. Tesla's car with the battery is expected to be offline as soon as late August and early September, while Tesla's Shanghai super factory has no plans to use BYD's battery. Teslamag.de confirmed the truth of the news.
Since the implementation of new energy vehicles in China in 2008, new energy vehicles have been developing at a high speed. According to statistics, domestic sales of new energy vehicles were less than 20, 000 in 2013, but reached 1.367 million in 2020 and 3.5 million in 2021. According to the latest statistics of the Ministry of Public Security, as of
Recently, Lian Yubo, executive vice president of BYD Group and director of the Automotive Engineering Research Institute, said in an interview with the media, "BYD respects Tesla and admires Tesla very much, and Musk is also friends. BYD will soon supply batteries for Tesla." Lian Yubo mentioned, "Tesla is a very successful enterprise."
At the Global New Energy Automobile Conference in 2022, Zeng Yuqun, chairman of Ningde Times, said that Ningde era's power exchange technology can even allow users to buy only car bodies, saving costs by sharing power exchange and battery rental. It is understood that Ningde era has released the Kirin battery, which will be aimed at high-end electric vehicles.
According to data, the installed capacity of power batteries from January to October this year was 46.28GWh, an increase of 33.2% over the same period last year. Among them, Bick battery ranks among the top 10 in the domestic power battery list with the installed capacity of 557MWh. However, even the current situation of the power battery company is hardly optimistic, and a number of companies have sought debt from Bic Battery. On November 6, Rongbai Technology announced that the overdue accounts of Bick Power exceeded 206 million yuan, which may not be recoverable. On November 7, Dangsheng Technology announced that the balance of accounts receivable in Shenzhen Bic and Zhengzhou Bic totaled 378 million yuan, which could not be recovered.
German automakers have frequently bought shares in China Power Battery Company to further speed up the layout of the electrified industry and expand the market in China. After Volkswagen Group invested 8.7 billion yuan to become the largest shareholder of Guoxuan Hi-Tech, Mercedes-Benz also announced that it would take a stake in a Chinese battery company. On July 3, Mercedes-Benz announced that it would take a stake in Funeng Technology, a Chinese manufacturer of power battery batteries, and further deepen strategic cooperation. Under the plan, Daimler Greater China Investment Co., Ltd. will invest tens of millions of euros in exchange for a 3% stake in Funeng Technology, and Daimler will send a representative to join the Funeng Technology Supervisory Board after the deal is completed. This time.
Francisco Carranza, general manager of Renault-Nissan Energy Services, said the battery used in its leaf electric car would extend the car's service life by 10 to 12 years. Since 2011, Nissan has collected the battery charge and discharge deterioration process of the 400000 Leafs sold in Europe. Based on the 10-year life cycle of each car, Carranza sets the life of the power battery at 22 years. Carranza told the European press conference that we will recycle these power batteries. Nissan has been actively seeking to reuse this through technical means.
In the face of the current downward trend of the car market, it simply cannot be worse. In July, the domestic narrow passenger car market declined to varying degrees compared with the same period last year and month-on-month. Although the opposite new energy vehicles maintained an upward growth trend in the first half of the year. But it was also rare to see a 3.8% year-on-year decline and a 51.3% month-on-month decline in July. The main reason is the decline of the subsidy policy for new energy vehicles, many car companies have raised their prices, and consumers are holding money to wait and see. The main component of new energy vehicle is power battery, but under this growth trend, Ningde era, as the leading power battery company in China, worked in the first half of Ningde era.
At present, the development of new energy vehicles has become the most concerned topic in the automobile industry. With the promotion of relevant national policies in recent years, China's new energy market has developed rapidly. With the rapid development of domestic new energy, the technology is only in a short-term stage and is not yet mature. Especially as the battery is the most important part of the new energy vehicle, the two main power lithium batteries are lithium iron phosphate and ternary lithium. Lithium iron phosphate is longer in life and safety, while ternary lithium is better in low temperature performance and unit battery capacity. For battery life, lithium-ion batteries on ordinary electronic products have a long service life.
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