65438+ 10 15, the hub enterprise Dishengli (603335. SH) Announced that it has jointly invested1800,000 yuan with Shaoguan Hong Zhong Metal Industry Co., Ltd. and Shaoguan Zhong Da Zinc Industry Co., Ltd. to invest in Guangdong Weimar New Materials Technology Co., Ltd., a new target, to carry out recycling and resource utilization of waste lithium batteries of new energy.
Among the three companies, Shaoguan Hong Zhong is mainly engaged in comprehensive recycling of used lithium batteries, while the other two companies have never been engaged in related industries. Dishengli also made a special risk warning in the announcement, saying that the company had no production and operation experience in the field of lithium battery recycling before the cooperation.
65438+1October 16 called the office of the secretary of the board of directors of Di Sheng Li on the operation, development and planning of the new company, and the relevant staff said that they would reply later, but there was no direct response before the press release.
In the past two years, SAIC, GAC, Changan Automobile, Nanjing Automobile Jinlong and other traditional automobile brands, as well as new car-making forces such as Horizon and Weimar, have all made relevant layout actions in the lithium battery recycling industry. Throughout the new energy industry, from the whole vehicle, power battery to battery recycling, it has become a "hot potato" for the market and investors.
"From the perspective of the country's policy support for clean energy and the development trend of the investment market, the development prospect of the lithium battery recycling industry will continue to be optimistic." 65438+ 10/6, Zhang Xiang, a senior auto industry analyst, told us.
However, some insiders have analyzed that the investment in the whole new energy industry is overheated, and a large-scale influx will often lead to a waste of resources. "Much thunder and little rain" has also become the norm in the industry.
At the same time, the direct subsidy for new energy vehicles does not extend to the field of battery recycling, and a new round of investment fever often needs to bear huge risks.
65438+1October 16, Shen Meng, executive director of chansons Capital, told us that the recycling value of lithium batteries may not be high except for harmless treatment. At present, the income ratio of recovery is not ideal.
Dishengli incoming lithium battery recovery
The announcement shows that the registered capital of the new company Weimar is RMB? 18000? 10,000 yuan, of which Di Sheng Li contributed RMB in cash? 9900? Ten thousand yuan, accounting for the total registered capital? 55%; Does Shaoguan Hong Zhong invest RMB equipment? 2800? Ten thousand yuan, accounting for the total registered capital? 15.56%; Shaoguan Zhong Da contributed RMB with land, houses and buildings? 5300? Ten thousand yuan, accounting for the total registered capital? 29.44%。
The board of directors of the new company will consist of five directors, including three nominated by Dishengli and two nominated by Shaoguan Hong Zhong and Shaoguan Zhong Da. At the same time, the announcement officially confirmed that the new company will be officially put into production on February 2, 2020.
In addition, due to the particularity of the nature of the industry, the announcement reveals that there is still a risk that the new company will not be able to obtain the pollutant discharge permit as scheduled. According to the relevant requirements of the Guangdong Provincial Department of Ecology and Environment, the alteration of the construction entities in Shaoguan Hong Zhong and Shaoguan Zhong Da shall be filed with the original examination and approval authority, and the new construction entities shall be renewed with pollution discharge permits after the completion of the project.
Dishengli, formerly known as Taishan International Transportation Equipment Accessories Co., Ltd., was established in 200 1, and is an aluminum alloy automobile hub enterprise. According to its official information, Di Sheng Li is currently one of the largest exporters of automobile hub parts in China.
In the first three quarters of last year, Dishengli's third quarterly report showed that its operating income was 629 million yuan, a year-on-year increase of1.74%; The net profit attributable to shareholders of listed companies was RMB654,438+065,438+02,300, a significant year-on-year decrease of RMB44,438+0%.
We called the company's Secretary-General's Office about the sharp decline in the company's net profit and the investment in the lithium battery recycling industry. Before the deadline for publication, Dishengli's Secretary-General's Office did not respond directly.
Hidden risks under the investment of 10 billion yuan
At present, electric vehicles have ushered in the peak period of recycling used batteries. According to the data of the National New Energy Vehicle Big Data Alliance, it is estimated that by 2020, the total amount of scrapped batteries in China will be about 200,000 tons.
The data show that the recycling market created by recycling cobalt, nickel, manganese, lithium, iron, aluminum and other metals from waste power lithium batteries will exceed 654.38 billion yuan in 2020, and the market size of waste power lithium batteries will reach 25 billion yuan in 2023.
The huge lithium battery recycling market with "prospect" has also attracted many investors.
In recent years, BYD has successively signed agreements on battery recycling with GEM and Changan Automobile. Last year, SAIC-GM-Wuling also carried out in-depth cooperation with Peng Hui Energy in various fields, including battery recycling; Skycar also became a long-term strategic partner with Huayou Cycle last year, and deepened cooperation in the fields of cascade utilization of power batteries and material recycling.
In addition, GAC New Energy, Nanjing Jinlong, Chery Wanda and Weimar Automobile all have their own investment actions in the lithium battery recycling industry.
However, as the lithium battery recycling industry is a new industry, there are still many risks in the market and technology. Zhang Xiang told us that the industry has just started and the whole market is still immature, so the scale effect has not yet formed.
On the technical level of lithium battery recycling, we still need to continue to tackle key problems. Dishengli also admitted in the announcement that at present, the industry is in the early stage of growth in China, and the technical development is not yet mature. Whether the existing technology of the new company can meet the needs of the rapid development of the industry remains to be tested, and there are technical risks.
Shen Meng told us that at this stage, except for harmless treatment, the recycling value of lithium batteries may not be high, because ordinary electric vehicles use raw materials with heavy pollution and low cost performance, so at present, the recycling return ratio is not ideal.
Some insiders pointed out that the investment in the whole new energy industry is overheated. From new energy vehicles and power batteries to today's lithium battery recycling, in addition to the entry of vehicle companies and related enterprises, many enterprises that are not engaged in the automobile industry are also laying out in order to seize the investment outlet, and a large-scale influx often leads to a waste of resources.
At the same time, the direct subsidy for new energy vehicles does not extend to the field of battery recycling, and a new round of investment fever often needs to bear huge risks.
Zhang Xiang also told us that the current lithium battery recycling industry is difficult to make a profit in the short term. Due to the long investment return period and high capital requirements, it will test the continuous financing and blood transfusion ability of the entrants.
This article comes from car home, the author of the car manufacturer, and does not represent car home's position.