Recently, Zhang Yunhe, dean of the GEM Research Institute, said that with the good situation of new energy vehicles, by 2020, the cumulative scrap of electric vehicles in China will reach 12-170,000 tons. On the one hand, China's cobalt resources are depleted, there is no pure cobalt mine, more than 95% rely on imports, and it is seriously unsafe. China's cobalt resources account for only 1.03% of the world's total, but China's cobalt resources account for 50% of the world's total. On the other hand, China's nickel resources are seriously lacking, with an import rate of over 60%. China's nickel resources account for only 3.0% of the world's total, but China's nickel resources consume more than 20% of the world's.
Zhang Yunhe believes that in the lithium-ion battery industry chain, a complete lithium-ion battery industry chain should also include the recycling of lithium-ion batteries. At present, GEM has the largest domestic waste battery and scrap battery material processing production line. The company's previous reuse of used battery materials, mainly the extraction of nickel and cobalt for deep reprocessing, and the creation of ternary precursor materials such as nickel-cobalt-manganese (NCM) and nickel-cobalt-aluminum (NCA) from waste battery recycling. Complete industrial chain.
At present, GEM has built a lithium ion battery material production line with an annual output of 17,000 tons (including 10,000 tons of Jingmen Greenmei Park), and supplies lithium battery positive electrode precursors such as tricobalt tetroxide, nickel-cobalt-manganese ternary materials and nickel-cobalt-aluminum ternary materials. Products, accounting for more than 30% of the Chinese market, are exported to Japan and South Korea. Recently, GEM released a notice saying that the company plans to build 500 million yuan in the Central Plains Circular Economy Industrial Park in Lancao, Henan. The Lankao County Government actively allocates various resources to promote the rapid construction of the GEM (Central Plains) Circular Economy Industrial Park and establish a technical system and production equipment system for the resource utilization of electronic waste, scrapped automobiles and scrap metal in the Central Plains Economic Circle. The recycling of various types of urban mineral resources can save resources, reduce environmental pollution, and alleviate the social effects of resource shortages and environmental hazards.
With the continuous development of electric vehicles, power battery companies are also constantly innovating in technology. In addition, as the number of power lithium batteries recovered increases, scale effects will occur, and the social and economic effects of recycling power batteries will gradually increase. appear.
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