Recently, power battery recycling has received widespread attention from the whole society. How to recycle and dispose of power batteries has become a difficult problem in the new energy vehicle industry. GEM is quickly solving this problem with its independent innovative recycling model, technological advantages and industrial practices, and will be the first to share the dividends of the "big cake" of power battery recycling.
occupies the core area of Yangtze River Delta , kicking off the layout of the power battery recycling industry with strong advantages
Recently, GEM signed a power battery recycling capital cooperation agreement with Wuxi Airport Economic Development Zone, and launched GEM Wuxi New Energy Low-Carbon Industry Demonstration Park The opening of the park marks the official start of construction of the GEM Yangtze River Delta power battery industry base. According to reports, GEM invested 1 billion yuan in the first phase of Wuxi to build a 100,000-ton power battery recycling and 100,000 new energy vehicle recycling project to create "power battery recycling-new energy vehicle recycling-power battery cascade utilization- The new energy full life cycle low-carbon industrial model of "cascade utilization of auto parts - new energy material remanufacturing" will promote new energy vehicles from "green to green", become the largest power battery recycling base in the core area of the Yangtze River Delta, and create a world-class New energy and low-carbon industry demonstration park.
is located in Wuxi, with Wuxi as the center to plan power battery recycling. Wuxi is close to Shanghai, Suzhou and Changzhou, and across the river from Nantong and Taizhou. It has always been known as the core manufacturing base of the Yangtze River Delta and the "back garden" of Greater Shanghai. With Wuxi as the center, the 150-kilometer range covers the core cities of the Yangtze River Delta such as Shanghai, Suzhou, Changzhou, Taizhou, and Nantong. It has a total GDP of nearly 10 trillion . Cities with a GDP of 1 trillion include core cities such as Shanghai, Suzhou, Wuxi, and Nantong. It is China's most economically developed region accounts for more than 30% of China's new energy vehicle market and has a huge power battery recycling market. It can be said that controlling the power battery recycling in this region is equivalent to controlling half of China's power battery recycling.
is located in Wuxi, and planning power battery recycling with Wuxi as the center is GEM’s far-sighted strategy over the years. When GEM went public in 2012, it spent cash to acquire Jiangsu Kalik, marking the beginning of GEM's expansion into the Yangtze River Delta. In 2015, GEM acquired Wuxi Qingmei Tongda New Energy to further penetrate into the core area of the Yangtze River Delta and officially enter new energy materials. Kailike was established in the Chemical Industry Park of Taixing Economic Development Zone in 2003 and is now renamed "GEM (Jiangsu) Cobalt Industry Co., Ltd.". It has developed into a core manufacturer of cobalt tetraoxide for digital batteries in China. In 2020, GEM (Jiangsu) Cobalt Co., Ltd.'s cobalt tetroxide production and sales exceeded 10,000 tons, becoming an important source of profit for GEM. Wuxi Qingmei Tongda is a subsidiary of the world-renowned company Asahi Glass Group of Japan. It is the company that researches and produces cathode materials for ternary power batteries. It has more than 10 years of research history and is now renamed "GEM (Wuxi) Energy Materials Co., Ltd. company". In 2020, the production and sales volume of cathode materials was 7,000 tons, becoming GEM's first cathode material manufacturing company, driving the development of GEM's ternary precursor materials. In 2020, GEM Wuxi Park built a demonstration line for the annual recycling and dismantling of 30,000 sets of power batteries, and became the only company in Jiangsu Province shortlisted for the Ministry of Industry and Information Technology's "Industry Specification Conditions for Comprehensive Utilization of New Energy Vehicle Waste Power Batteries", marking GEM's long-term success The triangular layout power battery industry has been recognized and supported by the country and the Jiangsu Provincial Government. GEM's forward-looking approach has successively won Kailik and Qingmei Tongda, which laid the foundation for GEM's emergence in the Yangtze River Delta power battery recycling industry today. The two parks of GEM (Jiangsu) Cobalt and GEM (Wuxi) have different divisions of labor, but they form an interlocking industrial chain.GEM (Jiangsu) Cobalt has a full chemical process and is located in a superior chemical park in the core area of the Yangtze River Delta. It has been rated as a green smart factory in the Jiangsu Provincial Chemical Park and has been approved to establish the Jiangsu Provincial High-Performance Lithium Battery Cathode Materials Engineering Technology Research Center. It solves the preparation of chemical raw materials and provides basic raw materials for GEM (Wuxi); GEM (Wuxi) is a physical processing process and a back-end deep processing process of GEM (Jiangsu) Cobalt, which further processes the raw materials of GEM (Jiangsu) Cobalt into New energy battery materials complete the entire industrial chain of "recycling - raw material remanufacturing - material remanufacturing - power battery remanufacturing", which has huge advantages in the core area of the Yangtze River Delta centered on Shanghai. According to GEM's goal, it will use Wuxi as a fulcrum, radiate to Shanghai, and connect international automobile manufacturers. In the near future, it will build an annual recycling project of 100,000 tons of power batteries and 100,000 new energy vehicles. In the long term, it will form a recycling and processing capacity of 300,000 tons of power batteries, becoming a The largest power battery recycling base in the Yangtze River Delta.
The installed capacity of power batteries has entered the TWh era from GWh.
Power battery recycling under the "dual carbon" goal is a big cake and the next revenue outlet for the new energy industry.
In 2020, global lithium-ion battery shipments Reaching 294.5GWh, of which the Chinese market is 158.5GWh. Data from the "China Lithium-ion Battery Industry Development White Paper (2021)" jointly released by research organization EVTank and the China Battery Industry Research Institute show that global lithium ion shipments will reach 1196.8GWh in 2025, and global lithium battery demand will enter TWh Times, of which the Chinese market is 568GWh. According to industry forecasts, the capacity of used batteries that need to be recycled in my country will reach 137.4GWh in 2025, and the power battery recycling market space will reach more than 60 billion, and it will increase year by year.
Striving to achieve carbon peak before 2030 and achieve carbon neutrality before 2060 is a major strategic decision made by the Party Central Committee. The "double carbon" action has penetrated into all areas of social production and life. New energy vehicles will surely make an important contribution to the realization of the carbon neutral and vision. As a key and core component of the vehicle product, the recycling of power batteries Utilization is particularly important. power battery recycling can not only solve the dilemma faced by resources and environment, but also is a key path to achieve green development transformation and obtain economic and social benefits. Take lithium batteries as an example. On the one hand, the lithium, cobalt, copper and other metals in them will cause pollution to the environment, and the air, water and soil may be affected for a long time. On the other hand, they are also extremely valuable resources. If scientific Reasonable recycling of these materials can not only effectively promote the recycling of resources, practice the concept of carbon reduction, and promote carbon neutrality, but also effectively reduce the production costs of enterprises. Materials can be synthesized through recycled metal elements to create Green and low-carbon industrial chain throughout the life cycle. GEM has given full play to its core advantages in the blue ocean market to solve the problem of power battery recycling, and built a full life cycle value chain for used power batteries from the global recycling network layout and key technology innovation.
has a global layout, actively building a "2+N" recycling network system, and integrating scrapped new energy vehicles and power battery recycling.
According to GEM's 2020 annual report announcement, by 2025, the company's total power battery recycling volume will exceed 250,000 tons, and it plans to cooperate with global upstream and downstream companies to build power battery recycling bases in Indonesia and Europe. In order to achieve this goal, GEM has clearly proposed that the layout of power battery recycling stations around the world will be historically implemented in accordance with the strategic goals of "leading China, leading the world" and "signing 50% cooperation and recycling 30%", and the running has greatly expanded. gap with the industry. Power battery recycling is planned in a unified manner to form a layout in the east, west, south, north, and central areas, covering the Yangtze River Delta, Pearl River Delta, central China, Beijing-Tianjin-Hebei and the Central Plains.Strengthen the construction of the company's Yangtze River Delta Power Battery Recycling Center centered on the Wuxi base, coordinate the overall planning, implement new energy vehicle recycling and power battery recycling simultaneously, and implement the linkage model of the physical system and chemical system to implement the cascade utilization and resource utilization of power batteries With a complete industrial chain of optimized utilization, the company’s Wuxi base has been built into the largest new energy vehicle and power battery recycling base covering the Yangtze River Delta. It is obvious that GEM has high ambitions in the field of power battery recycling after making plans.
According to the nickel, cobalt and lithium content in power batteries, when the number of recycled power batteries by GEM reaches 250,000 tons in 2025, 45,000 tons of nickel, 10,000 tons of cobalt and 7,000 tons of lithium will be recycled, which is equivalent to mining a giant A large amount of nickel ore , cobalt ore and lithium ore . This is the urban mining model that GEM has an advantage in the industry. Through the urban mining model, GEM will enjoy the huge cake of power battery recycling and share power in a large proportion. The dividends brought by the trend of battery recycling.
html Over the past 0 years, GEM has started to establish a national recycling network to solve the key difficulties in power battery recycling. So far, GEM has invested 1.5 billion yuan in forward-looking layout of 7 end-of-life automobile parks in Shenzhen, Wuhan, Henan, Tianjin, and Jiangxi, connecting China from south to north, covering 3,000 kilometers in length and breadth, covering the Beijing-Tianjin-Hebei, Yangtze River Delta, Pearl River Delta, and so on. The core areas of China's economy and population, such as Triangle, Central China and Central Plains, have become a strong and advantageous scrap car recycling network, which is a unique advantage in China's power battery recycling industry. Based on the scrapped car park and scrapped car recycling network, GEM has laid out a "2+N" power battery recycling system, actively building first-level terminal recycling, second-level recycling storage and transportation, third-level dismantling and cascade utilization, and fourth-level regeneration. Utilizing the national recycling network system of "gullies and rivers", we continue to build recycling channels for decommissioned power batteries from the "capillary end" to the "trunk end", and jointly build shared collection/centralized power battery recycling outlets, which have exceeded 100 . The "2" refers to the two major power battery comprehensive utilization centers GEM (Wuhan) and GEM (Wuxi). The Huazhong Power Battery Comprehensive Utilization and Disposal Center, with GEM Wuhan Park as the main body, facing the Yangtze River Delta, with GEM Wuxi Park as the main body, linking with GEM (Zhejiang) Power Battery Recycling Co., Ltd. and GEM (Jiangsu) Cobalt Industry Park, to build East China comprehensive utilization of power batteries Loop base. "N" refers to the construction of regional centers for waste power battery recycling and cascade utilization in Tianjin, Shenzhen, Jiangxi, Henan and other places. The current designed total disassembly processing capacity is 450,000 sets/year. At present, Jingmen , Wuhan and Wuxi bases have been built, with a total dismantling and processing capacity of 250,000 sets/year and a resource recycling capacity of 100,000 tons/year.Up to now, GEM has signed contracts with more than 300 automobile manufacturers and battery factories around the world to establish directional recycling cooperation relationships for used batteries. It has realized the market strategy of "signing 50% and recycling 30%" and creating "waste battery scrap recycling-raw material recycling". The new energy full life cycle value chain of "manufacturing - material remanufacturing - battery pack remanufacturing - reuse - cascade utilization" has promoted the world's new energy vehicle industry chain from "green to green", and has recycled tens of thousands of tons of used power batteries. Realize the transformation of waste batteries into treasure and recycling.
In October 2019, GEM signed the "Memorandum for Promotion of New Energy Vehicle Battery Cascade Utilization and Recycling Project" with the Pohang Government of South Korea and Ecopro, officially exporting power battery recycling technology to South Korea. The factory is currently installing equipment and will be put into operation soon. It has become the core power battery recycling and processing center in South Korea.
On June 6, 2021, GEM (Wuxi) Energy Materials Co., Ltd. held a grand opening ceremony for the construction of the park's "New Energy Vehicles (100,000 vehicles) and Power Batteries (100,000 tons) High-Value Recycling Project" in Wuxi, building The new energy full life cycle low-carbon industry model of "power battery recycling - new energy vehicle recycling - power battery cascade utilization - auto parts cascade utilization - new energy material remanufacturing" promotes new energy vehicles from "green to green".
has invested heavily in R&D and innovation, and has achieved fruitful results in technological innovation. The battery recycling model leads green development
GEM has worked hard for ten years to build a complete waste battery recycling system , constantly exploring new models of waste battery recycling, and persisting in front-line recycling for more than ten years and continuously Innovation, with more than 320 battery-related patent applications, more than 200 authorizations, and leading or participating in nearly 60 national, industry and group standards. GEM Wuhan, Wuxi and Jingmen have all been selected into the list of enterprises in the Ministry of Industry and Information Technology's "Industry Specification Conditions for Comprehensive Utilization of Waste Power Batteries for New Energy Vehicles", which has clarified the industry's dominant position, enhanced the industry's first-mover advantage, and become a green watcher in the new energy industry.
In November 2020, Paulson Institute broadcast the "Paulson Sustainability Award" award ceremony live to the world through China Business News. The "Urban Waste Battery Recycling Innovation Model" project of GEM (Wuhan) Urban Mineral Recycling Industrial Park Development Co., Ltd. successfully won the 2020 "Paul" project after undergoing rigorous selection from more than 100 projects, including preliminary review, on-site review by judges and remote video defense by foreign judges. Sen Sustainability Award - Green Innovation Category" Grand Prize!
In November 2020, the Beijing Compulsory Resource Recycling and Environmental Protection Industry Technology Innovation Strategic Alliance was entrusted by the National Development and Reform Commission, in accordance with the "Implementation Plan for the Extended Producer Responsibility System" ( Guoban Fa [2016] No. 99), "Power Battery Extended Producer Responsibility System" Responsibility Performance Evaluation", Wuhan GEM Power Battery Production Responsibility Extended Responsibility was rated 5A.
In April 2021, the Energy Conservation Department of the Ministry of Industry and Information Technology released a typical case of comprehensive utilization of used power batteries during the "13th Five-Year Plan" - GEM to create a closed loop of the full life cycle value chain of power batteries. GEM actively participates in domestic and foreign industrial chain collaboration, plays a leading role, explores new business models, and cooperates with more than 300 domestic and foreign related companies to build "battery recycling-echelon utilization-raw material regeneration-material remanufacturing-battery remanufacturing-new energy vehicle reassembly" Green supply chain, value chain and responsibility chain to promote the green development of the industry.
GEM New Energy Full Life Cycle Value Chain
In May 2021, GEM (Wuhan) Power Battery Recycling Co., Ltd. won the 2020-2021 "Technological Innovation Contribution Enterprise" issued by China Electronic Energy Saving Technology Association and Power Battery Recycling and Echelon Utilization Alliance ", "Excellent echelon utilization enterprise".
Innovation is the first driving force for green development.
GEM uses practical actions to recycle power batteries to promote new energy vehicles from "green to green"
GEM actively undertakes national strategic issues and focuses on technological equipment and industrial pain points and difficulties for innovation. Hands on, actively carry out innovative research and development and industrial practice to solve industry pain points. From a scientific and economic perspective, power battery recycling must follow the recycling principle of first cascade utilization and then regeneration. Through independent innovation, GEM took the lead in developing a complete set of equipment for intelligent disassembly, cascade utilization and recycling of power batteries, and took the lead in Wuhan, Jingmen and Wuxi have built refined non-destructive disassembly lines, and introduced the latest technologies such as machine vision recognition, flexible mixed-flow disassembly, in-depth intelligent decision-making for disassembly, and AI disassembly. Battery disassembly is moving towards a high-end intelligent method.
In terms of cascade utilization, GEM dares to invest in domestic leading software and hardware facilities, and establishes a leading domestic power battery recycling engineering technology research and verification platform, which can fully conduct a comprehensive evaluation of the conventional performance, reliability, and safety of cascade utilization power battery packs. Tested and developed cascade utilization products such as engineering machinery, energy storage power stations, industrial UPS, low-speed (two-wheeled and three-wheeled) express vehicles, street light batteries, etc., which have been well received by the market. GEM has also teamed up with Toyota Automobile, Mitsui & Co. and other companies to jointly carry out research on the rapid identification of residual power of retired lithium batteries, and use the recycled waste batteries in energy storage systems that are indispensable in solving power supply and demand adjustments and frequency fluctuation adjustments. for reuse. It has made useful explorations to promote the green development of the new energy vehicle industry in the Chinese market. In terms of recycling, GEM has overcome the difficulties of comprehensive recycling of nickel, cobalt, manganese and lithium and built the world's first "one-click" fully automatic production line for recycling used batteries.
GEM is the first in the industry to develop a full life cycle information system for power batteries, including retired power battery recycling APP system, warehouse management WMS system, retired power battery disassembly MES system and third interface platform and data analysis system, and cooperates with the new energy vehicle national The monitoring is seamlessly connected with the comprehensive traceability management platform for power battery recycling, making it possible to check the source of power batteries, trace their whereabouts, and control the nodes. Through production line design and construction and information-based full-process traceability management, GEM has realized a complete industrial chain from "recycling and dismantling - cascade utilization - recycling" of decommissioned power batteries, reflecting the strong collaborative processing capabilities of upstream and downstream links. .
is making great efforts to write a big article on power battery recycling, and use practical actions to promote carbon peaking and carbon neutrality.
The comprehensive recycling of retired power batteries is divided into cascade utilization and recycling. Among them, cascade utilization can be achieved by recycling the battery packs Carry out testing and disassembly, and reassemble qualified cells into cascade battery packs for application in other subdivisions (energy storage, functional vehicles, etc.). Compared with the whole process of battery pack manufacturing, cascade utilization can directly avoid the process of "raw material acquisition-battery material synthesis-battery core production". The acquisition of raw materials, battery material synthesis and battery cell production process will bring a lot of Therefore, the cascade utilization of batteries will have a very strong carbon emission reduction effect compared with original battery manufacturing.
Unqualified cells in the recycled batteries will be sent to GEM Jingmen Park for recycling. Through a series of processes such as "discharge-pyrolysis-crushing-leaching-extraction", the harmful cells in the cells can be treated Efficiently recover valuable metals (such as lithium, nickel, cobalt, manganese, aluminum, etc.), and synthesize ternary precursors and cobalt tetroxide with low-carbon labels through remanufacturing. Compared with smelting valuable metals from raw ores, recycling batteries to obtain valuable metals also has a very obvious carbon emission reduction effect.
Through the calculation of carbon footprint in the battery recycling process and review of relevant literature, it can be seen that for every 1kg of nickel, cobalt, and aluminum recycled, 3-6kgCO2-eq will be reduced. In 2020, GEM achieved a carbon dioxide emission reduction of approximately 63,500 tons (equivalent) through waste recycling (including battery recycling), which is equivalent to the carbon emission reduction caused by planting 6.35 million trees for one year.
GEM's carbon dioxide emission reductions achieved by each business segment in 2020
The "double carbon" goal is a strategic choice to respond to the challenge of global climate change and build a community with a shared future for mankind. It is also my country's comprehensive green and low-carbon transformation, accelerating the construction of ecological civilization, and achieving high quality Inherent requirements for developing . The development of new energy vehicles is a key task to promote carbon emission reduction. With the country's strong support and improvement of the construction of power battery recycling system, a huge industrial scale will be formed, and the recycling of power batteries will become an important part of the new energy industry chain. With new profit points, industry giants will emerge in the recycling industry! Enterprises that have a strong recycling network, have national layout advantages, can achieve standardized dismantling, can do good step-by-step utilization, can realize recycling, and turn waste into treasure will surely become the new winners in the industry!
(CIS)
