Recently, Domestic Tesra Model 3 achieved first-scale delivery. Previously, the model had just completed the price adjustment, and the starting price was lowered from 355,800 yuan to 323,800 yuan, plus 2.47 million new energy car financial subsidies, domestic model 3 The actual sales price is already within 300,000 yuan. This price will once again stimulate my country's new energy auto market. At the beginning of 2020, my country's related concept stocks have risen, and some stocks have repeatedly impacts the daily limit.With the rapid growth of the new energy vehicle market, the demand for power batteries is also soared, and the power battery that my country put into the market has also entered the stage of scale. China Automotive Technology Research Center predicts that in 2020, my country's power battery will reach 200,000 tons (about 25GWH); 2025, the accumulated retirement amount is about 780,000 tons (about 116GWH), including about 550,000 tons ( The amount of total retiring is 70%) The retired power battery can enter the tradder utilization link, and the power battery recovery is further expanded.
Input investigation data shows that as of January 16, 2020, my country's business scope includes approximately 13,921 companies, and only the number of new business coverage of "battery recovery" is as many as 3185. Home, the number of related companies is increasing year by year. Among them, the listed companies involved in the recycling of used batteries mainly include Tianqi Shares (002009), Green Mei (002341), Guanghua Technology (002741), Nandu Power Supply (300068), etc. Below let's commend, these listed companies have new progress in the 2019 movement battery recycling:
Guanghua Technology
On February 12, 2019, Guanghua Technology and Chery Wanda Guizhou Bus Co., Ltd. signed a waste power battery recovery cooperation agreement, and the two sides will cooperate in business services such as waste battery recovery and circular recycling power battery materials.
On March 12, 2019, Guanghua Technology and Shenzhen Wuzhou Dragon Auto Co., Ltd. signed a Waste Power Battery Recycling Strategic Cooperation Agreement, and both sides will cooperate in labor and recycling power battery materials such as waste battery. , Organic unity of environmental benefits and social benefits.
Nanjing Xiahua Company produced Huizhou card OPZS tube-type battery main model: OPZS-200, OPZS-250, OPZS-400, OPZS-500, OPZS-600, OPZS-800, OPZS -1000, OPZS-1200, OPZS-1500, OPZS-2000, OPZS-3000
On March 13, 2019, Guanghua Technology and Yuanbao Amoy (Wuhu) New Energy Automobile Technology Co., Ltd. signed the Waste Power Battery Recycling Cooperation Agreement, and both parties will cooperate in labor recovery and circular recycling power battery materials.
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