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2021-11-16
Despite being favored by capital, the power battery recycling industry is currently facing an awkward situation.
The dismantling and recycling of ternary power batteries can better guarantee profits.
According to Zhidian Automobile, the value of materials extracted from one ton of waste ternary power batteries is about 37,000 yuan, and the recycling cost is more than 20,000 yuan. In theory, there is a profit of 17,000 yuan. "As the prices of upstream raw materials, cobalt and nickel continue to rise, the value of extracted materials will also rise further." The above-mentioned Chongqing Renewable Resources Company executive said.
The reality is that the obsolescence period of the ternary power battery has not yet arrived. According to the report data released by Zhiyan Consulting, the market share of ternary power batteries in the domestic market in 2015 accounted for about 25%. Many industry insiders also said that the first concentrated production line of the ternary power battery production line is also around 2015.
However, the future market is still full of imagination. According to statistics, ternary batteries accounted for more than 50% in the first October of 2017; and large-scale lithium iron phosphate battery companies including CATL, BYD, and Guoxuan High-Tech have begun to increase ternary lithium battery production capacity.