Ten years later, the market value of battery cascade utilization in my country is expected to reach 43 billion

In the course of the development of my country's automobile industry, electrification and intelligence have become an irreversible direction. On November 2, the General Office of the State Council issued a new energy automobile industry development plan (2021-2035) (hereinafter referred to as the plan). According to the plan, by 2025, the average power consumption of new pure electric passenger vehicles in my country will drop to 12 kWh/100 kilometers, and the sales of new energy vehicles will reach about 20% of the total sales of new vehicles. The plan will also actively promote the innovative development of the business model of 'separation of vehicle and electricity. In addition, it is required to establish and improve the management system of power lithium battery transportation and storage, repair and maintenance, safety inspection, decommissioning and withdrawal, recycling and utilization, and strengthen the supervision of the whole life cycle. According to statistics from the Traffic Management Bureau of the Ministry of Public Security, as of the end of 2019, the number of new energy vehicles in my country reached 3.81 million, accounting for 1.46% of the total number of vehicles; an increase of 1.2 million vehicles from 2018, an increase of 46.05%. Since the life of power lithium batteries is generally 5-8 years, as the number of new energy vehicles continues to rise, retired power lithium batteries will continue to increase. A few days ago, the All-China Federation of Environmental Protection released the 'Life for Resources: Research Report on the Circular Economy Potential of New Energy Vehicle Batteries in 2030' (hereinafter referred to as the 'Report'). Central backup power system, charging station and low-speed electric vehicles. The 'Report' assumes that 80% of retired power lithium batteries can be used in cascades. According to the current level of development, it is estimated that by 2030, the battery power used by passenger electric vehicles from around the world will reach 368GWh, which can almost cover the global battery demand for energy storage. The 'Report' believes that in 2025, the battery power from the cascade of electric vehicles in my country will reach 32GWh, which can cover the backup power demand of 5G communication base stations nationwide. In 2030, the total value of global retired power lithium batteries for echelon utilization will reach 100 billion yuan, about 25 times that of 4 billion yuan in 2019. Among them, the total value of the Chinese market is about 43 billion yuan. According to a previous report by Xinhua News Agency, the report of the Institute of Foresight Industry Research shows that the scale of my country’s power lithium battery recycling market has now exceeded 5 billion yuan and is expected to exceed 10 billion yuan in 2020. It will reach 25 billion yuan in 2023. China Merchants Securities' research report shows that by 2020, there will be about 240,000 tons of decommissioned lithium batteries in my country, and 530,000 tons of decommissioned lithium batteries in 2022. According to the above-mentioned 'ReportThe current price of cascade batteries is about 60%-70% of that of new batteries. In 2019, the price of lithium battery packs was approximately US$156/kWh, which was 87% lower than in 2010. According to the 'ReportThe current internationally mature model is the application of decommissioned batteries in the field of energy storage led by automobile companies; the more mature model in the Chinese market is the reuse of decommissioned commercial vehicle batteries led by state-owned companies such as my country’s Tower Company and State Grid. The above-mentioned 'Report' believes that the use of retired power lithium batteries in cascades can greatly reduce carbon emissions. In the next ten years, compared to manufacturing the same amount of new batteries, the cascade utilization can reduce carbon emissions by more than 63.34 million tons, which is equivalent to the carbon sink of 1/3 of my country's total forest area. Regarding the battery replacement mode that has received more attention recently, the 'Report' believes that the service provider has the ownership of the battery, and consumers regularly pay for the fully loaded battery to replace the empty battery. This can solve the problem of long charging time and also benefit the battery. Centralized management can effectively estimate the amount of battery retirement and the performance status at the time of retirement. The 'Report' also pointed out that the current cost of this model is still relatively high, and it is difficult to unify the technologies of various batteries. During the 'Ninth Five-Year Plan' period, my country included the research and development of electric vehicle technology in the national science and technology plan, and carried out joint research on production, education and research. In March 2009, the State Council announced the 'Automotive Industry Adjustment and Revitalization PlanIn October 2010, the State Council issued the 'Decision on Accelerating the Cultivation and Development of Strategic Emerging IndustriesIn June 2012, my country officially launched a strategic program document, the State Council announced the 'Energy-saving and New Energy Automobile Industry Development PlanUnder the government's support policy of reducing or exempting purchase tax and new energy subsidies, my country has become the world's largest country with the largest production of new energy vehicles since 2015, and it will continue until 2019. Disclaimer: Some pictures and content of the articles published on this site are from the Internet. 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