Main listed companies in the power lithium battery recycling industry: The main listed companies in China are Ganfeng Lithium Industry (002460), Meg (002340), Guanghua Technology (00274 1), Contemporary Anpu Technology Co., Ltd. (300750), Tianqi (002009) and Camel (60/KLOC). Zhongwei (3009 19), Huayou Cobalt (603799), Shanshan (600884), Beyond Technology (30 1049), Dishengli (603335), etc.
The core data of this paper: the number of enterprises, the scale of scrapped batteries, the market scale and the situation of recycling outlets.
The number of qualified enterprises is small.
According to the requirements of "Interim Measures for the Management of Recycling Power Batteries of New Energy Vehicles" and "Industrial Standards and Conditions for Comprehensive Utilization of Waste Power Batteries of New Energy Vehicles", the Ministry of Industry and Information Technology has published the list of three batches of qualified enterprises since 20 18, with 57 enterprises in three batches, representing that only 47 enterprises in China have obtained the qualification of recycling waste power batteries recognized by the Ministry of Industry and Information Technology. According to the survey data of enterprises, there are 309/kloc-0 enterprises with registered capital of more than 20 million yuan and business scope including power battery recycling. It can be seen that most power lithium battery recycling enterprises in China do not have the corresponding qualifications.
Note: The data deadline is 2022 1.02. Enterprises with relevant experience in China refer to enterprises with registered capital of more than 20 million yuan, and their experience scope includes power battery recycling. Legally qualified enterprises refer to enterprises that have been publicized by the Ministry of Industry and Information Technology in the Industrial Standard Conditions for Comprehensive Utilization of Waste Power Batteries of New Energy Vehicles and have the qualification of cascade utilization and recycling.
The distribution of recycling outlets in China has begun to take shape.
The Ministry of Industry and Information Technology integrates and publishes the information of new energy vehicle power battery recycling service outlets on the website according to the Interim Measures for the Management of New Energy Vehicle Power Battery Recycling and the Interim Provisions for the Traceability Management of New Energy Vehicle Power Battery Recycling, and updates it once a quarter. By the end of 20221October1day, there were 14899 power battery recycling service outlets for new energy vehicles recognized by the Ministry of Industry and Information Technology. Among them, it can be roughly divided into three categories. One is the official recycling channel of automobile enterprises, which is generally the cooperative network of brand 4S stores and some distribution platforms. These brands include Geely, BYD and BAIC. The second category is the subordinate or professional automobile dismantling company of automobile enterprises. The third category is a new energy enterprise with various qualifications such as renewable resources business license and dangerous goods road transportation license.
In terms of geographical distribution, Guangdong, Jiangsu and Shandong were the three regions with the largest distribution of power lithium battery recycling service outlets in 20021year, with the number of outlets being 1504, 1088 and 1080, accounting for 10.09% and1080, respectively. In terms of recycling enterprises, GAC, Geely and FAW are the three enterprises with the largest distribution of recycling service outlets for power lithium batteries in China, accounting for1.675, 1.364 and 993 respectively, accounting for 1.24% and 9.6438+0.05 respectively.
Note: The data of the above-mentioned enterprises total the data of all its sub-brands and holding subsidiaries.
The sharp increase in the number of scrapped batteries has promoted the demand for recycling.
With the increasing number of new energy vehicles and the increasing installed capacity of power batteries, China will face the gradual retirement of large-scale power batteries. In the next few years, China's power battery recycling will face a demand blowout. According to the data released by China Automotive Technology and Research Center, the cumulative decommissioning amount of power batteries in China is about 200,000 tons in 2020 and 780,000 tons in 2025.
The market scale is growing rapidly.
According to the data of China Energy News, the power batteries put into production and listed in 20 14 began to enter the batch retirement period in 20 19, and the recycling market of power batteries in China in 20 19 was about 5 billion yuan. According to the data of China Automotive Technology and Research Center, in 2020,
In 2008, the domestic retired power battery market scale reached 654.38+000 billion yuan. Foresight According to market industry estimates, under the condition of no price fluctuation, the recycling market scale of power lithium battery in China will exceed 654.38+0.7 billion yuan in 20021year.
For more industry-related data, please refer to Foresight Industry Research Institute's Market Foresight and Investment Strategic Planning Analysis Report of China Power Lithium Battery Recycling Industry.