What will be the future trend of power recovery batteries?

Driven by the development of new energy automobile industry, China's lithium consumption has maintained a rapid growth trend in recent years, and related industries are in the initial stage of accelerated growth, facing major strategic opportunities to participate in international competition. Lithium battery industry chain. To this end, promoting the high-quality development of lithium battery and its downstream power battery industry chain plays a key role in supporting China's economic transformation and upgrading and ensuring the stable development of strategic emerging industries.

By 202 1, the production and sales of new energy vehicles in China ranked first in the world for seven consecutive years. At present, this tuyere has been crowded with all kinds of big names, and the Red Sea is full. Subsequently, more and more capital turned its attention to the derivative industry of new energy vehicles-power battery recycling.

Power battery recycling is a complex industry in which upstream and downstream are closely connected and mutually restricted. The track is about to erupt. On the one hand, practitioners are full of confidence in the trillion-dollar market prospects. On the other hand, the industry seems to be not really ready. Then, under the wave of new energy vehicles, how will the impact of power batteries and other industries on the employment prospects of the "biochemical and environmental protection materials" industry evolve?

? Biochemical environmental protection materials that were once unpopular: is it difficult to get employment and less money?

In the past few decades, few people volunteered to enroll in the major of "Biochemical and Environmental Materials". Even if they do, it is difficult for most people to firmly grasp their "original intention" after in-depth understanding.

"I liked chemistry when I was in middle school. At that time, I publicized that 2 1 century was the age of materials. After the college entrance examination, I was still quite ignorant, so I devoted myself wholeheartedly. " As for the reason for choosing the material major, Zhang Hai (a pseudonym), a test engineer of a leading power battery company, said.

"My classmate said that chemistry was good, so I believed it, and then I chose materials, but he studied petroleum." Cheng Gong (pseudonym), an R&D engineer of another leading power battery company, complained: "After studying at school for several months, I felt cheated, but I had to bite the bullet and continue studying. I really regret not choosing a computer. As a result, I made dry cement, got a master's degree in dry gypsum, and found a dry battery after work.

? Why is the recovery rate of power battery only 10%?

The importance of power battery recycling has been recognized by the industry, but the actual recovery rate of power batteries in China is not high. According to statistics, the recovery rate of power batteries in China is only about 10%.

Cao Guangping, an independent researcher of new energy vehicles, told Jiazi Guangnian: "The prosperity of new energy vehicles in China is mainly reflected in the first half of the industrial chain, with high social concern and state subsidies, but the battery recycling business at the end of the power industry chain still faces challenges and operational difficulties."

At present, the power battery recycling industry is still in the early stage of development, and the market is mixed.

? According to an industry insider, the annual recycling volume of "regular outlets" certified by the Ministry of Industry and Information Technology is less than 50,000 tons, and more than 70% of power batteries in the market are recycled by "small workshops". Except for the first-Mover advantage of GEM, an industry giant, it is difficult for other companies to make profits.

With the increase in wages, the demand for talents has undergone structural changes.

More and more fresh graduates majoring in "Biochemical and Environmental Materials" are engaged in the new energy industry, not only because of their professional counterparts, but also because this industry can provide enough jobs and their salaries are rising.

Taking the recruitment data of Contemporary Anpu Technology Co., Ltd. as an example, the public data shows that in the autumn recruitment of Contemporary Anpu Technology Co., Ltd. in 20 17, the annual salary range of undergraduate, master and doctoral talents is10000 to 185000 yuan and1350000 yuan respectively. ? , 2 1.5 million yuan to 305,000 yuan. According to the recruitment information in the spring of 2065,438+09, the corresponding annual salary range of academic talents has been changed to 6.5438+0.2 million yuan to 200,000 yuan, 6.5438+0.5 million yuan to 250,000 yuan, and 230,000 yuan to 330,000 yuan.

? It is very difficult to enter the "white list", and at least 50 evaluation conditions need to be met.

But there are many small workshops outside the regular army. These small workshops don't need to invest too much in environmental protection. Jaco pointed out: "Many small workshops don't care about specifications, and the recovery rate doesn't need to be high, even if it only requires 50%. However, their operating costs are very low. Maybe only a few people, a few pieces of equipment. These small workshops are much more moist than the regular army. "

? Policy and market barriers still exist.

The battery recycling industry has also received more and more policy attention, and relevant laws and regulations have been promulgated one after another, which is expected to further standardize the development of the industry. Up to now, the Ministry of Industry and Information Technology has announced three batches of enterprises that meet the industry standard conditions for comprehensive utilization of waste power batteries of new energy vehicles. It is reported that BYD, BAIC, SAIC, Contemporary Ampere Technology Co., Ltd., Guo Xuan Hi-Tech and other car companies and power battery companies generally explicitly require bidders to be white-listed enterprises when bidding for scrap power battery recycling.

At the China Electric Vehicle 100 Forum (2022) held recently, Vice Minister of the Ministry of Industry and Information Technology Xin said that the current price of raw materials for power batteries has risen sharply, which needs close attention and serious study and solution. Resolutely crack down on unfair competition such as hoarding and speculation. Guide upstream and downstream enterprises in the industrial chain to strengthen cooperation and push the prices of key raw materials back to rationality.

About the future of power battery industry, foreign experience can provide some reference. Compared with the initial stage of China, the foreign waste battery recycling system has been on the right track, which can be used as a reference case. For example, Germany has been able to recycle all used batteries and then treat and classify them; The United States has the strictest legislation and established a perfect recycling system for used batteries. In Asia, Japan has been recycling used batteries. In the leading position, all lead-acid batteries used in automobiles are recycled and have mature treatment methods. The recovery rate of other secondary batteries also reached 84%.

In fact, the most ideal solution is to build a data platform that can dynamically track battery data. At present, there is a perfect traceability management platform at the national level, but due to the lack of mandatory policies, the data reported by many enterprises are seriously lagging behind or incomplete. Only based on incomplete data, it is impossible to accurately predict the remaining life and capacity of batteries, which will increase the quality risk of cascade utilization products. On the other hand, the complexity of retired batteries is very high. The products of different manufacturers have great differences in structural design, module connection mode and process technology. For example, only the shape is square, cylindrical, soft bag and so on. This directly increases the difficulty of later disassembly and makes it difficult to carry out large-scale operations.

"The power battery recycling industry has entered the eve of the outbreak, but at dawn, it is still necessary to implement binding policies in time." Cao Xu also expressed similar views on "Tyco God Technology". "There is no doubt that the power battery recycling industry will follow the trend, but at this stage, how to grab goods from informal channels?" Is still a major problem in this industry. "