A shares: Power batteries are recycled into the new blue ocean. Who is the next "Contemporary Ampere Technology Co., Ltd." among the six leading enterprises?

At the World Power Battery Conference, it was pointed out that the capital speculation of upstream raw materials brought short-term troubles to the power battery industry chain, and the prices of upstream materials of lithium batteries such as lithium carbonate, lithium hexafluorophosphate and petroleum coke all soared. But in fact, mineral resources are not the bottleneck of industrial development. The proven reserves of lithium resources can produce 160 TWh lithium battery, which is completely enough to produce power batteries and energy storage batteries needed by the world. At the same time, with the increase of proven lithium resources, the potential production capacity will be further improved.

It is worth noting that when it comes to batteries, unlike oil, oil is gone when used, and most of the materials in batteries can be recycled.

Market development space

The profit margin of power battery recycling is rich, and the recycling value of new energy vehicles is much higher than that of traditional energy vehicles. Similar to the "five major assemblies" of traditional energy sources, the "three electric" systems (battery, motor and electronic control) of new energy vehicles are the core components of the vehicle, accounting for about 50% of the total cost, of which the cost of electric drive assembly (mainly including motor, electronic control and retarder) and power battery account for about 10% and 40% of the total cost respectively.

With the rising price of raw materials, the price of retired batteries has also risen. Taking Bangpu as an example, the recovery rate of nickel, cobalt and manganese reached 99.3%, and the recovery rate of lithium reached over 90%. It is estimated that by 2035, the recycled materials of retired batteries will meet most of the market demand.

If all these metals are recycled, the recycling value of power batteries is about 25,000 yuan, which will lead to the scrap recycling value of each new energy vehicle soaring to more than 30,000 yuan, which is about 8.6 times that of traditional energy vehicles. It is estimated that in 2030, the recovery rate of automobiles in the recycling channel will be 38%, and the total dismantling amount will be117.27 million, with a market space of 262.76 billion yuan.

Transcendence technology

The company's main business is the disposal service of industrial hazardous waste and medical waste, and the dismantling service of waste electrical and electronic products. At present, the company mainly provides services for the disposal of industrial hazardous waste and medical waste and the dismantling of waste electrical and electronic products. The main products produced are some industrial hazardous waste recycling products and dismantling products of waste electrical and electronic products.

The company plans to take Anhui Dehui Green Environmental Protection Co., Ltd., a wholly-owned subsidiary, as the main project, which is located in Shahe Industrial Park, Nanqiao District, Chuzhou City, Anhui Province. After the project is completed, it will form a recycling capacity of 60,000 tons/year of waste power batteries, and the total investment of the project is estimated to be 400 million yuan.

Guanghua technology

The company's main business is the research and development, production and sales of PCB chemicals. The company's main products include PCB chemicals, lithium battery materials and chemical reagents. Zhuhai Zhongli New Energy Technology Co., Ltd., a wholly-owned subsidiary, was included in the second batch of 22 enterprises in China that meet the industrial norms and conditions for comprehensive utilization of waste power batteries of new energy vehicles. By legally recycling, disassembling and remanufacturing waste power batteries, the harm to the environment caused by random abandonment can be reduced, and a comprehensive rejuvenation service scheme for recovering the cruising range of operating vehicles can be explored.

Ningbo jingda

The company's subsidiary set up an automatic disassembly production line for new energy batteries with a production capacity of 20,000 tons/year. The production line has a high degree of automation, which is the first in China. At present, it has carried out business cooperation with its subsidiary, Contemporary Amp Technology Co., Ltd.. The grid stamping production line based on recyclable battery is applied to new energy vehicles to replace the imported market, which has broad prospects. Complete the research and development of the production line based on the elbow high-speed stretching of the battery shell of new energy vehicles, and combine with the company's cam automatic conveying mechanism, the speed can reach more than 60 times per minute, far ahead of the existing level of the industry. Complete the 600-ton press production line based on the cover plate of new energy power battery and put it on the market in batches.

Dishengli

The company holds 55% equity of Guangdong Weimar New Materials Technology Co., Ltd., a holding subsidiary. Guangdong Weimar's main business is the recovery, treatment and reuse of new energy waste lithium batteries and other related businesses. The company's main business is R&D, which designs, manufactures and sells aluminum alloy wheels for automobiles. The company's main products are automobile wheels and tires, mainly aimed at the American refit market, and it is one of the few enterprises with aluminum alloy wheels production capacity in the domestic industry.

Tianqi stock

Recycling equipment industry, which mainly includes scrap processing equipment, scrap automobile dismantling equipment, non-ferrous metal processing and sorting equipment; The automobile aftermarket industry mainly focuses on the recycling and dismantling of scrapped automobiles, the remanufacturing of automobile core parts and the recycling of power batteries. Focusing on the recycling of waste lithium batteries, we will build a resource utilization base of waste lithium batteries with market competitiveness and large-scale economic benefits.

Taier stock

The company specializes in producing lithium battery injection equipment and lithium battery recycling and dismantling equipment. Zhongmai Technology, a subsidiary company, mainly produces automatic liquid injection equipment for lithium batteries. The launching ceremony of the first phase of Taineng New Energy 10GWH lithium battery project was held in Maanshan production base, Anhui Province on May 14, 2004, marking the official listing of the first 200PPM high-speed 2 1700 cylindrical lithium battery product in China, and it is a leading enterprise in the field of coupling in domestic metallurgical industry.

There is no recommendation in this article, and the stocks mentioned do not constitute any recommendation. They are for reference only. The stock market is risky, so you need to be cautious in investing!