About the power lithium battery recycling

Power lithium battery recycling is still in its infancy in China. There are still some deficiencies in market regulation, recycling network construction and recovery efficiency. We have sorted out the relevant targets in the industry. At present, the enterprises that arrange lithium battery recycling include upstream raw material companies, midstream battery manufacturing companies and relatively independent third-party recycling companies. Each of the three parties has its own advantages, and the absolute leader of the industry has not yet emerged. Learning from the development process of lithium battery recycling in overseas developed countries, it can be found that in the future, battery (material) manufacturers based recycling, industry alliance and third-party recycling will become the three mainstream business models of domestic lithium battery recycling.

We believe that in the future, enterprises with accurate positioning and scale effect will have core competitiveness. First of all, the power lithium battery recycling industry is still in the primary stage of development, and will develop in the direction of scale and brand in the future. In this process, enterprises with accurate card position and clear positioning can often take the lead in seizing high-quality resources and stand out in the industry reshuffle. Secondly, the large-scale battery manufacturers often have a relatively complete sales network, a relatively sound recycling system, and a large number of lithium batteries that can be recovered, thus forming a positive business cycle and strongly supporting performance. Furthermore, the scale effect can dilute transportation cost, purchase cost and expense. Finally, the scale effect is conducive to the improvement of R & D capability and technology level. Therefore, we are optimistic about the target of accurate business positioning, early layout of recycling system construction, and close cooperation with battery manufacturers and automobile manufacturers.