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INDUSTRIAL DEVELOPING PATHS TO GRADED UTILIZATION OF POWER BATTERIES UNDER DIFFERENT TECHNICAL DIRECTIONS
ZHANG Hao, ZHANG Zhiqiang, YU Yuanyuan
Resources & Industries
2024, 26 (5):
154-167.
DOI: 10.13776/j.cnki.resourcesindustries.20241012.002
China‘s fast growing electrical vehicles leads to sharply rising used batteries, whose graded utilization needs to be industrialized, but its path and results are directly influenced by different technical directions. This paper, aiming at choosing appropriate investing direction and making matching policies, analyzes the key factors of industrial development from perspective of system based on practices, summarizes scales, costs, gains and profits under different technical directions by taking grid energy storage a scenario, and establishes a systematic dynamics model that is simulated for comparison. Two major technical directions, “decomposing-reconstructing” and “whole package utilization”, have their own pros and cons; however, “decomposing-reconstructing” direction prevails in expansion speed with no constraints of brands. Thanks to scale effect, “decomposing-reconstructing” direction beats the “whole package utilization” at the initial stage, but the latter will be gradually overcoming in a long term. Facilities cost and batter cost are the key factors, the former is falling while the latter is rising, facilities cost proportion has a faster/fluctuated falling compared to the “whole package utilization”, whose growing speed and gains will be largely improved if issues among different brands can be resolved and different EV makers can be united. This paper presents suggestions on selecting technical directions in accordance with national strategies, providing initial funds, offering matching allowance policies, promoting upper-to down-steam cooperation and implementing limited information sharing among different brands.
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