In addition to BYD, Contemporary Ampere Technology Co., Ltd., Guo Xuan Hi-Tech and Weilai, Tianqi Lithium Industry, LG Energy, SK Innovation, Samsung SDI, Tesla, Guo Xuan Hi-Tech, Yiwei Lithium Energy and Funeng Technology have started to recycle waste battery materials since the second half of the year.
According to the regulations, when the power battery capacity decays below 80% of the rated capacity, it will be scrapped and forcibly recycled, and the power batteries equipped with the first batch of new energy vehicles are already in the retirement period. The data shows that in 2020, the number of scrapped power batteries in China will reach 200,000 tons (about 25GWh), and it is estimated that the number of scrapped batteries will increase by more than one million orders of magnitude every year after 2025.
Therefore, in today's shortage of materials, the upstream link has become a battleground for military strategists, and many enterprises are flocking in, eager to share a piece of the action.
At the same time, there have been many cases of power battery recycling in the policy area recently. For example, in the notice of circular economy development planning in the "14th Five-Year Plan" in early July, there were guiding opinions on the traceability management system and cascade utilization of power batteries. In August, the Measures for the Management of Step Utilization of Power Batteries in New Energy Vehicles and the Technical Specification for Pollution Control of Waste Lithium-ion Power Batteries are all related policies on the recycling of waste power batteries.
In addition to the above enterprises, which other enterprises are involved in the recycling of used batteries?
1, Meg (002340): Mainly engaged in the recycling of waste cobalt, nickel and tungsten resources and electronic wastes, as well as the production and sales of rare and precious metals such as cobalt and nickel powder materials, battery materials, tungsten carbide, gold and silver, copper and plastic-wood profiles, and it is a leading scientific and technological enterprise in the field of recycling of waste cobalt and nickel resources in China. The revenue in the first half of the year was 8 billion yuan, up 42.51%year-on-year; The net profit was 537 million yuan, a year-on-year increase of 15 1. 10%, and the market value was 528 1 100 million.
2. Zhongwei Co., Ltd. (3009 19): A professional comprehensive service provider of lithium battery cathode material precursors and new energy recycling materials, which has formed the recycling capacity of nickel sulfate, cobalt sulfate and lithium-ion batteries through wet processing of nickel-cobalt intermediates, and has formed a good industrial chain synergy with the precursor industry. The revenue in the first half of the year was 8.356 billion yuan, a year-on-year increase of182.75438+0%; The net profit was 488 million yuan, a year-on-year increase of 265,438+06.57%, and the market value was 82,765,438+09 million.
3. Guanghua Technology (00274 1): Zhuhai Zhongli New Energy Technology Co., Ltd., a leading domestic PCB chemical industry enterprise and a wholly-owned subsidiary, was listed in the second batch of ***22 enterprises in China that meet the industrial standards for comprehensive utilization of waste power batteries of new energy vehicles. The revenue in the first half of the year was 1 1.6 1 100 million yuan, up 28.38% year-on-year; The net profit was 30 million yuan, a year-on-year increase of 178.53%, and the market value was 7.73 billion yuan.
4. Tianqi Co., Ltd. (002009): Jiangxi Tianqi Jintaige Cobalt Co., Ltd. and Ganzhou Tianqi Lizhi Industrial Co., Ltd. focus on recycling used lithium batteries. Jintaige has applied to enter the list of enterprises in the Industry Standard Conditions for Comprehensive Utilization of Waste Power Batteries of New Energy Vehicles. The revenue in the first half of the year was 1.85 1 billion yuan, a year-on-year increase of1.786%; The net profit was 78 million yuan, a year-on-year increase of 587.23%, and the market value was 6.203 billion yuan.