Ministry of Industry and Information Technology Promotes the Recycling of Power Battery Regulations to Introduce Upstream and Downstream Requirements for New Energy Vehicles

The development of new energy vehicles is in full swing, and its core component, the power battery, has gradually focused attention from the policy to the capital level.

Recently, the Ministry of Industry and Information Technology has begun to formulate a new energy battery recycling management system. At the same time, capital's pursuit of power batteries is also staged. Embarking on the development of "fast track" new energy vehicles, with the early vehicles into the elimination phase, began to face the problem of low hedge rate. In an interview with reporters, Zhu Weihua, deputy secretary-general of the Automobile Information Service Committee of the China Association of Automobile Manufacturers and the secretary-general of the Beidou vehicle networking certification association, bluntly stated: “At present, the residual value of new energy vehicles after only five years of use is only 20%, and battery recycling is the car price. It must be done. The replacement of new energy vehicles is fast, and the future of shared rental will be the direction of development."

It is worth mentioning that the Ministry of Industry and Information Technology recently stated that it is prepared to take a step forward in the management of power batteries and establish a system of producer responsibility extension for the recycling of power batteries for new energy vehicles. "The automobile factory is responsible for the recycling of the battery," said Miao Wei, Minister of the Ministry of Industry and Information Technology.

The problem was revealed

"At present, many domestic electric cars have a 40% residual value for three years. It is good that there are only 20% residual value in five years." Zhu Weihua said. It is understood that there are many factors affecting the value-preservation rate of new energy vehicles, which mainly include factors such as the quality and technology of the vehicle itself and the use of the car itself.

The third-party evaluation company also said: "Since there are few market data, the company currently does not have the data on the value-preservation of new energy vehicles." A Shanxi used car dealer who declined to be named said: "The new energy used car in the current market Basically zero.” Zhu Weihua added: “Used car dealers are reluctant to collect new energy vehicles because of price subsidies and severe battery degradation.”

Although the valuation of the new energy conservation rate is still blank, the replacement period of the new energy battery is on schedule. According to predictions from industry research institutions, China's power batteries will usher in the first round of “end-of-life” scrap, and by 2020, the scrap will exceed 248 thousand tons, which is about 20 times the amount of scrapped in 2016.

The number of power batteries waiting for recycling in the future is also inestimable. According to the “Energy-saving New Energy Vehicle Technology Roadmap” issued by the Ministry of Industry and Information Technology in October 2016, the output of new energy vehicles in China will reach 4 million in 2025 and reach 10 million in 2030. The above targets do not include hybrid vehicles. According to the weight of 700kg of power battery contained in each electric vehicle, the battery weight of pure electric vehicles produced in 2025 will reach 2.8 million tons, and in 2030 it will reach 7 million tons.

"The detoxification of decommissioned batteries will be a huge industry if handled properly. Poor handling is the source of secondary pollution," said an auto analyst who declined to be named. Luo Baoming, deputy chairman of the Overseas Chinese Committee of the National People's Congress, said publicly: “What is going on with the electric vehicle that is booming and has a lot of popularity, and the battery is scrapped, the problem is imminent.”

Pattern exploration

In fact, many domestic car companies have proposed new energy battery recycling projects, which coincides with the policy point. "Recycling (batteries) is the duty of car companies, otherwise the pollution is very serious and regulations will soon be introduced." Zhu Weihua said with certainty.

An insider of Beijing Beiqi New Energy told the reporter: “In the application of the electric exchange model, Beiqi New Energy has started to study the separation of cars and electric vehicles. The battery is operated by a battery operator dominated by manufacturers, and is routinely rented or purchased. To supplement the electricity.” It is understood that the purpose of separation of cars and electricity is to reduce the threshold and cost of a car purchase by consumers, and consumers only buy the car itself. Currently, the SEV time-sharing leasing for removable batteries introduced by Car and Home is similar.

“Electric vehicles are very fast and it is not cost-effective to have direct ownership. The upgrade of the smart network is also very fast. The car will be more like a mobile phone in the next few years.” Zhu Weihua explained, “The future of shared rental is a good way. The owner has Right, car companies engage in recycling operations."

"The other advantage of the separation of vehicles and electric vehicles is that the batteries are gathered in the hands of professional operators of car companies. They can carry out battery maintenance, physical examination, recycling, reuse, and update anytime and anywhere," said the auto analyst. “Beiqi New Energy has been condensing in the exchange taxi business in the past few years. After the operation is mature, the next step is to use Beijing as a precedent to push for private car purchases nationwide. In the future, individuals will not buy batteries and only buy cars. The selling price is basically now for sale. 60% of the price, said the insider of Beiqi New Energy.

With regard to power battery recycling, another attempt by car makers is the use of batteries in order. According to industry sources, power batteries that have been eliminated by passenger cars can be used on vehicles that are moving at a low speed. "Now manufacturers can repurify the three-cell lithium battery in the physical and chemical aspects of the main thing inside the battery company, which is already done." Beiqi New Energy insiders also affirmed the possibility of battery utilization .

It is understood that the concept of battery utilization has long existed. The problem is that China's power battery recycling technology is relatively backward and the use of ladders is almost blank before 2015. Xu Shengming, the Institute of Nuclear Power and New Energy Technology of Tsinghua University, said publicly: “There is a huge market space for the recycling of waste power battery resources and utilization of ladders. Now there are already many companies that are deploying these fields and are currently in the process of technology accumulation and R&D. Future recycling technologies and ladders The use of technological innovation is an important manifestation of corporate competitiveness."

Great prospects

Despite the ups and downs of the development of power batteries, a number of policies announced in recent years have been vigorously promoting the development of new energy vehicles. According to the Ministry of Industry and Information Technology, from January to September of this year, the production and sales volume of new energy vehicles completed 424,000 vehicles and 398,000 vehicles respectively. By the end of 2016, the number of new energy vehicles in China had exceeded 1 million vehicles.

The deployment of power batteries for the core components of new energy vehicles has long been started. It is reported that there are about 150 power battery companies in China. From vehicle manufacturers to component manufacturers are trying to seize the commanding heights of the power battery system. In May of this year, SAIC Motor and Ningde Group established a joint venture to establish two power battery companies for the development of lithium batteries and the development of battery modules and systems. In July, BAIC and Dalem signed a framework agreement, and the two parties will jointly invest 5 billion yuan. Yuan RMB established a pure electric vehicle production base and a power battery plant. In October, Dongfeng Motor Group said that it held a share in the Ningde era and was approaching a new battery company. In the same month, Changan Automobile announced the “Shangri-La Plan” to announce the deployment of a power battery field; BMW Brilliance also unveiled a new new high-voltage power battery center in October. In November, Jingmen Grammy, a wholly-owned subsidiary of Greentech, the two leading companies in the field of power battery recycling, and Bonn Capital, a joint venture company with two investment companies, established a joint venture company. The joint venture plans to produce an annual output of 20,000 tons of ternary cathode materials and put into operation within 12 months after the establishment of the company.

"Want to lay out new energy vehicles and master the key technologies of new energy is the key. Future car companies will be in this layout, the prospect of power battery is immeasurable." The auto analyst said.

In addition, the battery-powered policy has begun to regulate. The Ministry of Industry and Information Technology has promulgated the “Regulations on the Management of New Energy Vehicle Production Enterprises and Product Access”, requiring new energy automobile manufacturers to monitor the operational safety status of all new energy automobile products that have been sold, and establish a file for each new energy automobile product. Track and record the use, maintenance and repair of vehicles, and the recycling of power batteries. The above car analyst affirmed: "Everything is normalized."