·Power battery recycling policy August 1 sunset car companies accelerate into the cooperation war

In recent years, the development of new energy industry has been steadily increasing. According to the data of China Automobile Association, from January to April, the production and sales of new energy vehicles completed 232,000 and 225,000 respectively, up 142.4% and 149.2% respectively.

Behind the gradual expansion of the new energy vehicle system, the demand for recycling and recycling of power batteries has also increased. According to the prediction of China Automotive Technology and Research Center, combined with the vehicle retirement years, power battery life and other factors, from 2018 to 2020, the country's cumulative scrapped power battery will reach 120,000-200,000 tons; by 2025, the annual report of power battery waste or up to 35 Ten thousand tons. In this regard, BAIC has said that after the power battery is decommissioned, if it is improperly disposed, 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 sound automobile recycling economy system.

Battery recycling enters "cooperative warfare" 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 the Recycling and Utilization of New Energy Vehicles' Power Battery", stressing the implementation of production. The responsibility extension system requires the automobile production enterprise to bear the main responsibility for the recovery of the power battery. The measure will be implemented from August 1 this year. In the face of the upcoming interim measures for management, car companies began to lay out the battery recycling business. Among them, some car companies choose to cooperate with other companies to jointly promote the recycling of domestic power batteries and other related matters.

On January 4 this year, 16 auto and battery companies, including Changan, BYD (52.680, -0.39, -0.73%) and Yinlong New Energy, reached a cooperation with China Railway Tower, a major power battery recycling company, to solve the recycling of decommissioned power batteries. Use and 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, and plans to further deepen cooperation and explore ways to jointly promote the recycling of new energy vehicles. This is also the second "marriage" between SAIC and the Ningde era following the announcement of the establishment of the battery joint venture in 2017.

In addition, Beijing Beiqi Penglong Auto Service Trading Co., Ltd., a subsidiary of BAIC Group, recently signed the “Strategic Cooperation Framework Agreement on Recycling Power Battery Recycling and Other Fields” with GEM (7.130, -0.12, -1.66%). Cooperate in the construction of new energy vehicle power battery recycling system, decommissioning power battery ladder utilization, waste battery resource treatment, scrap car recycling, recycling and recycling.

Battery processing technology and supervision still need to be improved

The Beijing News reporter learned that since 2012, almost every year, policies and guidance on the recycling and dismantling of power batteries have been released, but related industries such as power battery recycling and reuse are still in their infancy. In addition, as of now, only a few car companies have carried out the relevant layout. Both market size and processing technology take time to improve.

At the two sessions this year, Li Wenhai, member of the National Committee of the Chinese People's Political Consultative Conference and deputy director of the Tianjin Jinnan District People's Congress Standing Committee, pointed out that China's new energy (6.230, -0.07, -1.11%) car battery recycling is facing a small scale of scrap battery recycling market, low technical level There are three major problems in the disposal of scrapped batteries. In this regard, Li Wenhai put forward three suggestions, suggesting scientific treatment of rare resources, realizing the recycling of ladders, turning waste into treasure, strengthening the management of scrap battery recycling market, and introducing preferential policies to support the recycling of new energy vehicles.

"Different models have different battery designs. The internal and external structural design, module connection method, and integrated form are all different. It is not possible to use the same set of disassembly pipelines for all battery packs and internal modules, which is extremely inconvenient when disassembling the battery. Therefore, most of the processes are done manually, but the skill level of the workers may affect the yield of the battery recycling process. Therefore, it is also important to take measures and methods to ensure the safety of the battery disassembly process. Cui Dongshu introduced to the Beijing News reporter.