Power Battery Recycling Policy Accelerated Cooperation in August 1 Sunset

In recent years, the development of new energy industries has been steadily improving. According to data from the China Automobile Association, from January to April, the production and sales of new energy vehicles completed 232,000 and 225,000 vehicles, respectively, an increase of 142.4% and 149.2% respectively year-on-year.

With the gradual expansion of the new energy vehicle system, the demand for power battery scrap recycling and reuse has also increased. According to the forecast of China Automotive Technology and Research Center, combined with the number of years of automobile scrapping, power battery life and other factors, from 2018 to 2020, the country's cumulative scrapped battery will reach 120,000-200,000 tons; by 2025 the annual output of power battery will amount to 35 Ten thousand tons. In response, Beiqi has said that after the battery is decommissioned, if it is disposed of improperly, it may cause environmental pollution. Therefore, it is very important to promote the recycling and resource treatment of new energy vehicle power batteries and establish a complete automotive recycling economy system.

Battery recycling into "cooperation" mode

On February 26 this year, the Ministry of Industry and Information Technology, the Ministry of Science and Technology, the Ministry of Environmental Protection, the Ministry of Transport, the Ministry of Commerce, the General Administration of Quality Supervision, Inspection and Quarantine, and the Energy Bureau jointly issued the Interim Measures for the Management of Recycling and Utilization of Power Battery for New Energy Vehicles. The responsibility extension system requires automobile manufacturers to assume the main responsibility for battery recovery. The plan will be implemented from August 1 this year. In the face of the impending implementation of the interim measures, car companies started to arrange battery recycling business. Among them, some car companies have chosen to cooperate with other companies to jointly promote domestic battery recycling and other related matters.

On January 4th this year, 16 complete vehicles and battery companies, including Changan, BYD (52.680, -0.39, -0.73%), and Yinlong New Energy, entered into a cooperation with China Tower Corporation, a major power battery recovery and recycling company, to solve the problem of decommissioning power batteries. Use other issues. In March of this year, SAIC Group (34.480, -0.53, -1.51%) signed a memorandum of understanding on strategic cooperation with Ningde Times, intending to further deepen cooperation and discuss jointly promoting the recycling of new energy vehicle power batteries. This is also the second "marriage" between SAIC Motor and the Ningde era after the battery joint venture was announced in 2017.

In addition, Beijing Beiqi Penglong Automobile Service Trade Co., Ltd., a subsidiary of Beijing Automotive Group, has recently signed a "Strategic Cooperation Framework Agreement on Recycling Power Battery Recycling, etc." with Greentech (7.130, -0.12, -1.66%) Co., Ltd. It has cooperated in the establishment of new energy vehicle power battery recycling systems, decommissioned power battery step utilization, used battery resource treatment, scrapped automobile recycling, recycling and recycling.

Battery processing technology and supervision still need to be improved

The Beijing News reporter learned that since 2012, policies and guidance concerning the recycling, dismantling and other aspects of power batteries have been issued almost every year, but related industries such as power battery recycling and utilization are still in a state of starting. In addition, as of now, only a few car companies have carried out relevant layouts. Both the market size and the processing technology need time to improve.

At the two sessions this year, Li Wenhai, deputy director of the National People's Congress Standing Committee of the National Committee of the Chinese People's Political Consultative Conference and Tianjin Municipal People's Congress, pointed out that China's new energy (6.230, -0.07, -1.11%) car battery recycling is facing scrapped battery recycling market is small, the technology level is low There are three major problems in the disposal of scrapped batteries. In response, Li Wenhai proposed three suggestions, suggesting that scientific treatment of rare resources, achieving ladder recycling, turning waste into treasure, strengthening the management of end-of-life battery recycling markets, and introducing preferential policies to support the recycling of end-of-life batteries for new energy vehicles.

Similarly, Cui Dongshu, secretary-general of the National Passenger Vehicle Market Information Association, also believes that currently key technologies such as residual value assessment and health status assessment for decommissioned power storage batteries are not yet mature, and related technology research and development for cascade utilization and recycling are lagging behind. Industry experts need to work together to promote technological innovation and application, and break through technical difficulties.

“Different models have different battery designs. There are differences in internal and external structural designs, module connection methods, and integration types. It is not possible to use the same disassembly line for all battery packs and internal modules, resulting in extreme inconvenience in battery dismantling. Therefore, most of the processes are done manually, but the skill level of the workers may affect the yield of the battery recycling process, so it is also important to take measures and methods to ensure the safety of the battery dismantling process. "Cui Dongshu introduced the reporter to the Beijing News.