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动力电池回收巨头日入超170万,千亿市场角逐中“正规军”更胜一筹

2023-01-05 14:30:03来源:环保在线 阅读量:44003

导读:“每卖4辆汽车,就有1辆是新能源车。”新能源汽车渗透率显著提升的同时,电池回收业务也逐步发展成一个备受资本关注的事业,市场规模预计能达千亿。在此背景下,入选工信部“白名单”的企业竞争优势开始凸显,构成其中的“正规军”力量。
  新能源汽车产业近几年的发展速度有目共睹,而随着保有量不断提升,首轮退役潮悄悄临近。与此同时,我国动力电池回收政策体系不断完善,叠加上游原材料环节价格节节攀升的影响,致使动力电池回收这一末端环节成为新能源汽车行业又一“财富密码”。
 
  日前,电池回收巨头企业格林美在投资者互动平台表示,2022年1-9月公司累计回收动力电池1.2万余吨(超过1.50GWh),同比增长超过130%,实现销售收入4.63亿元,同比增长297.73%,相关业务全面进入盈利阶段。以此计算,去年前三季度格林美日均收入超170万元。
 
  据中国汽车工业协会最新数据,“每卖4辆汽车,就有1辆是新能源车。”截至2022年11月,全国新能源汽车渗透率达到25%,提前完成《新能源汽车产业发展规划(2021-2035 年)》中“在2025年新能源汽车市场渗透率达到20%”的目标。而短短一年时间,废旧磷酸铁锂电池单吨价格从3000多元一路飙升至3万多,可见市场对此仍保持着高期待值。
 
  回收企业融资加速,各方力量纷纷入局
 
  2023年1月4日,电池回收企业瑞隆科技完成A轮融资,金额达数亿元,由蔚来资本领投,瀚晖资本、美的资本、锂电巨头产业资本等机构跟投。据悉,瑞隆科技已入选工信部第四批动力电池回收“白名单”企业,拥有数万吨电池级钴、镍、锂产品的湿法冶炼产能。
 
  同期,金晟新能宣布连续完成B+轮和C轮两轮融资。其中,B+轮由达晨财智、基石资本以及博世旗下博世创投和博原资本等联合投资,C轮则由政府背景的产业资本领投。至此,金晟新能在B系列及C轮融资中已累计获得融资10余亿元。
 
  作为锂电回收利用解决方案提供商,金晟新能成立于2010年,深耕退役锂电综合回收利用领域,并已进入华友钴业、中伟、LG化学、宁德时代等国内头部锂电企业供应体系。
 
  机构对电池回收市场规模的预测也是居高不下:在2021年电池回收市场169.7亿元规模基础上,2025、2030年电池回收市场规模分别高达625.2、2444.1亿元,在9年内将打开近14倍增长空间。
 
  资本看好这一市场,想通过抢先布局从中“分一杯羹”的也大有人在。据统计,截至2022年10月底,国内电池回收现存企业超过7万家。其中2021年、2022年新增数量分别为2.5万家、3.5万家,占比超八成。
 
  市场竞争激烈,“白名单”企业更受青睐
 
  从2018年开始,工信部陆续公布了四批符合废旧动力蓄电池综合利用行业规范条件企业名单,被称为“白名单企业”,也被认为是经过国家认可的“正规军”。名单中不乏宁德时代、格林美、旺能环境、华友钴业等巨头的下属企业,资金及研发实力都更为雄厚,或者长期致力于动力电池回收。
 
  此前,动力电池回收市场一直深受“黑作坊”所累,其通过更高的回收价格,拿走了70%以上数量的退役电池,但回收工艺等还无法跟上。不过,这一情况正在加速扭转,比亚迪、北汽、上汽、宁德时代、国轩高科等代表性电池厂及整车厂,以及深圳、扬州、合肥等公交集团,在退役电池及边角废料回收招标时已经明确要求竞买方为“白名单”内企业。
 
  以格林美来说,2022年上半年时,格林美回收拆解的动力电池量8452吨,同比增长了146%。动力电池回收业务实现营业收入2.6亿元,同比增长369%,已经开始盈利。营收占比虽然仅有1.8%,但相较2021年同期上涨了接近1.2个百分点。至年末,其营收情况已有明显改观。
 
  未来,随着白名单企业持续扩容,动力电池回收行业将更趋于规范化。
 
  申明:本站发布此信息的目的在于传播更多信息,与本站立场无关。并且郑重提示所有阅读者,股市有风险,投资需谨慎,本文不作为任何投资的参考意见和依凭。

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