According to industry research institutions predict that China's power battery will usher in "retreat tide", by 2020, the amount of scrap will be more than 248,000 tons, about 2016 20 times the amount of scrap. With the social pollution of the environment, carbon emissions and other issues more and more attention to the decommissioning power battery for echelon use, has become an inevitable trend.

 

Compared to lead-acid batteries have been quite mature recycling industry, lithium battery recycling is still in its infancy. "New energy battery life cycle of the echelon to become people make full use of resources, the only way to protect the environment." Gao Te Electronic Equipment Co., Ltd. Chairman Xu Jianhong describes the power battery echelon use of the picture, the new battery used in electric vehicles, Performance attenuation for commercial energy storage, backup power, and finally the dismantling of the battery recovery, the formation of recycling system.

 

Capital market, the lion science and technology, in the constant electrical Xinda new energy, etc. have been used in the energy storage industry, and the introduction of commercial applications. Shanghai Institute of Electric Power, School of Energy and Mechanical Engineering Professor Ren Jianxing Securities Times · e company reporter said that the recycling of waste batteries is still difficult to understand the current practice is who who is recycling, but the recycling agencies are far behind the current market capacity, and These recycling agencies do not have national policy tilt is also very difficult to be profitable.

 

Waste battery problems to be solved

 

"2015 domestic electric car production close to 380,000, 2016 annual output of more than 500,000, is expected to 2 million by 2020 production and sales, I believe that the total amount of possession is easy to reach 5 million." Xu Jianhong view, waste batteries Use has been no time to wait. "We put so many batteries to do electric vehicles, the problem is that after a few years there will be so many batteries retired down, how to do? How to reduce the pressure on the environment, make full use of resources, the effective use of these batteries, the new energy industry can not be avoided Problem, "the industry said.

 

High-performance research Institute of lithium electricity forecast, with the electric car market continues to grow, is expected to power battery scrap will be a rapid growth trend. 2016 power battery scrapped about 12,000 tons, by 2020 China's power battery scrap will reach 248,000 tons.

 

Decommissioned battery who handled, the current policy has been clear. Just last year, the Ministry of Industry and Development and Reform Commission jointly issued the "electric vehicle power battery recycling technology policy", the first clear the main responsibility. Can be understood as: who outputs who is responsible, who polluters who govern. Which means that power manufacturers and car manufacturers to take responsibility for the recovery of power batteries. However, statistics show that in 2016, China's cumulative production of power batteries is about 25.25 billion watts, the actual amount of dismantling into the dismantling of less than 10,000 tons, nearly 84% of the scrap batteries are still stranded in the hands of car companies.

 

Ren Jianxing told reporters on the Securities Times that the recycling of used power batteries is still difficult to understand, the current practice is who who is recycling, but the recycling agencies are far behind the current market capacity, and these recycling agencies are not national policy tilt is also very Hard to be profitable.

 

The development of energy storage industry has become one of the ways to re-use the battery. October 11, the National Development and Reform Commission hanging out of the official website "on the promotion of energy storage technology and industrial development guidance" (hereinafter referred to as "guidance") depicts the development of energy storage technology decade "road map", which pointed out that Power battery life cycle monitoring, to carry out the elimination of power battery energy storage echelon utilization research.

 

Policy guidance, the energy storage industry to use decommissioned batteries, still faces many difficulties.

 

Due to the size of the decommissioned battery size is different, resulting in higher use of echelon. Central South University School of Materials Science and Engineering Professor Li told reporters that the battery is used for energy storage, the difficulty is not technology, but cost control. "Remove the battery from the decommissioned battery pack, and then cut the split, and then check the packet re-allocation, the cost is not low." Li pointed out that the country should first standardize the battery size models to achieve the battery modular. In the use of decisive after decommissioning, as long as the export of battery performance data can be directly used, without the need to detect such a real use of the cascade is the prerequisite for recycling enterprises can profit.

 

It is noteworthy that the current standard system of power battery is constantly improving, only 2017 on the introduction of the battery size, coding system and dismantling specifications and other relevant national standards for the power battery echelon, including for the energy storage provided Strong support. Some experts pointed out that with the implementation of the coding system and testing technology and other advances, power battery echelon will be further developed.

 

Listed companies layout battery recycling

 

At present, the decommissioning power battery "dismantling recovery" and "echelon utilization" is widely recognized as two complementary approaches. Xu Jianhong pointed out that the demolition of the battery after the demolition of the battery safety, reliability, how to ensure that how to ensure the battery life? How to eliminate the user to use the battery concerns and concerns. "I gave him a new battery he was very happy to use, when told him that the car retired down the battery, he will have a lot of anxiety." Many experts and scholars said that the use of power batteries to use the market, A problem: First, the safety of decommissioned battery problems; Second, decommissioning power battery screening test cost.

 

Although there are difficulties, but there are listed companies began to use the market.

 

Currently lion technology under the Tianjin Branch Run and Tianjin lion, has been involved in the operation of decommissioning lithium. Tianjin Kelun's main business is lithium battery rental and post-market services and shared car on behalf of the service; Tianjin Meng lion's main business is lithium battery recycling, echelon utilization and reduction of renewable processing. Meng lion technology proposed by the Tianjin Branch Run such a third party service providers and battery factory cooperation, jointly carry out the application of the battery leap business. The battery factory is responsible for providing products and maintenance accessories, third-party service providers to provide rental channels and battery repair and maintenance services, the use of deposit to the battery factory management, the proportion of the proportion of income distribution.

 

Listed companies in the constant electrical power of the new energy in the same row in the layout of the battery re-use. Xu Da new energy domestic marketing director Zhang Fu told reporters that the future with the electric vehicle technology development and production expansion, energy storage system costs are expected to continue to decline, the number of retired power battery surge can be expected. With the reform of the distribution side, energy consumption can bring the external benefits can be quantified, will be converted into economic returns.

 

Zhang Fu introduction, the company has launched a energy-based decommissioned battery-based hybrid multi-functional intelligent energy storage power plant, by greatly reducing the overall cost of the system, while meeting multi-level, flexible configuration requirements. In addition, to retire the pure electric passenger car battery based on the construction of small household system for non-residents under the conditions of commercial and commercial housing and hotel apartment applications. "To attract customers, the company also provides project investment and financing, including equipment rental and other models, the purpose is to use the battery echelon of the economic value of the energy storage services to the user side.

 

In addition to the use of echelon, decommissioning power battery dismantling business also actively promote enterprises. State Grid Henan Electric Power Company in July this year, successfully developed the first decommissioning power battery dismantling line. It is understood that the production line can be decommissioned battery pack box shell, cable, data collection line, battery management system and other components removed to achieve the loss of the battery pack disassembled into a number of independent battery modules, is conducive to the next step Of the echelon using battery reorganization integration.

 

Central South University School of Materials Science and Engineering Professor Li led the R & D team, also in the development of physical dismantling decommissioning lithium battery production line. Li told reporters that the research and development of the battery disassembly line through a reasonable mechanical design, the battery can be positive and negative, diaphragm, shell completely removed, and finally through the decomposition of aluminum powder and cathode material powder, anode powder and copper powder , As well as waste plastic powder.

 

Industry pending wait policy

 

Energy storage industry through the use of decommissioned batteries to reduce costs, we can see, the energy storage industry business model is still pending.

 

Xie Xin Group, a staff member told reporters that although the development trend of energy storage, but at this stage is also not profitable, at this stage the enterprise can do is to reduce costs and improve efficiency, from the technical means, business and business model to reduce costs It is possible to profit. Of course, large-scale operation is also a way to reduce costs.

 

Southern Power Grid Guangdong Electric Power Research Institute of Energy Research Institute Zhao Wei pointed out that the rapid development of China's energy storage industry has been recognized, but did not form a mature, large-scale business model. Several ministries have jointly issued "guidance", but there is no clear relevant compensation mechanism. In addition the energy storage industry in the hair, lose, change, with, electricity and other fields of application scenarios and business model diversification, the development stage is different, more difficult to quantify the subsidy standards. If the compensation mechanism is improperly designed, it may lead to a similar part of the new energy vehicles before the adoption of improper means to take subsidies for the bad phenomenon.

 

"Energy to do a lot of business, energy storage, the key pain point is not the cost of the price down, the country is no subsidy is difficult to profit." Ren Jianxing told reporters that most companies will do some demonstration energy storage projects to layout, but It is only demonstration, enterprises have business plans, demonstration projects have a certain impact after the future can lay the foundation for the project.

 

Through the use of decommissioned batteries to reduce costs, the concept of energy storage through continuous extension, profit model can be diversified. Ren Jianxing said that the first model is investment + operation, self-investment, commissioned by the construction unit to build the project and then re-operation; the second model, after the completion of the construction commissioned by a dedicated operating company operations; the third model, in the construction and operation When the joint-stock approach to investment. In view of the status quo of the energy storage industry, with the introduction of "one size fits all" subsidy policy, it is better to market-oriented, market-oriented means to solve the problem, in a variety of demonstration applications to explore the reproduction, promotion of business models, cultivate internationally competitive market The