Exclusive Interview With Li Hemin, Vice President Of Bangpu Cycle: China'S Core Technology Of Power Battery Cycle Can Reach The World'S Leading Level

Li hemin, vice president of Bangpu cycle

Different from the traditional high-tech industry, companies in the new energy automobile industry chain often have close equity relationship, which is especially common between downstream vehicle and power battery manufacturers, power battery plants and upstream manufacturers who control the core technology.

For example, Volkswagen, Daimler and other car companies have been in-depth cooperation with battery manufacturers through equity participation, and upstream battery manufacturers improve their technology and business layout through equity acquisition.

This reflects the strong ecological relevance of the industry, and also means that the development of the company has a bit of "prosperity".

In recent years, with the expansion of the industrial chain ecological extension, as well as the leading technology of global core manufacturers, the strength of domestic new energy automobile industry chain has been further consolidated.

In an interview with Nanfang finance and economics Omnimedia reporter, Li hemin, vice president of Bangpu recycling, pointed out that at present, China's industrial chain manufacturers have sufficient competitive strength in terms of the layout of the four core material industries and the core technology of battery cycle.

Of course, limited by the role of the industry, the power battery recycling industry has been in a passive state of running, but because of this, it also tests the ability of manufacturers to "go one step ahead of others".

Construction of industrial ecological closed loop

Nanfang finance and Economics: the new energy vehicle industry chain is a development context that looks like a strong industrial ecology, and the common shareholder relationship between upstream and downstream companies. Before Ningde became the circular controlling shareholder of bang Pu, how did the company build its own industrial chain ecology?

Before entering the chain, Li Ningde mainly optimizes its business model through innovation.

One of our most successful business models is to lock in suppliers and customers, because the batteries in the battery factory have to be scrapped and recycled, and the new materials we recycle become their raw materials. As long as my recycling technology is synchronized with his forward development technology, I can maintain a stable supply chain relationship and bring stable cost-effectiveness to customers at the same time. This has further promoted our scale and economic efficiency to increase year by year, forming a good business development model.

Nanfang finance and Economics: under the background of strong industrial ecological relationship, does Bangpu cycle have an industrial chain expansion plan? What context will the M & A and investment plan follow?

Li hemin: for 15 years, we have been expanding upstream and downstream around the core business of battery cycle.

We use waste batteries as raw materials to produce precursors, and to achieve positive materials from the bottom. We have expanded the dismantling and mining of end-of-life vehicles, and constantly enriched the connotation of the battery large cycle industry.

Nanfang finance and Economics: when the new energy vehicles have not been promoted on a large scale as today, how did the company's talent system training in battery recycling accumulate?

Li hemin: the company wants to grow and the individual wants to become a talent. In terms of personnel training, we adhere to the principle of "talent self-cultivation". On the one hand, it emphasizes the development concept that the backbone talents and key talents are cultivated by the enterprise itself, takes the "tutorial system" of talent cultivation as an important measure to promote the construction of talent echelon, and attaches importance to the introduction and cultivation of fresh graduates. On the other hand, trump encourages employees to be good at improving themselves, cultivate the habit and ability of self-conscious learning, active learning and lifelong learning, highlight their own value and promote the development of enterprises.

Nanfang finance and Economics: how can the company build an innovation network between the industrial chain and the industry university research institute behind the competitive technology routes of "reverse product positioning design" and "directional circulation"?

Li hemin: since its establishment, Bangpu has attached great importance to independent R & D and industry university research cooperation. It has reached strategic cooperation with Tsinghua University, Central South University, Hunan University, South China Normal University, Institute of process engineering of Chinese Academy of Sciences and other well-known universities and scientific research institutes. It has extensively carried out waste battery material extraction technology, high-quality ternary material synthesis technology, automobile and battery disassembly Research and development of recycling equipment and other diversified R & D cooperation.

In order to further stimulate the vitality of innovation, we propose that we should adhere to the "dual drive" strategy of innovation and take two routes of internal and external R & D. One is to establish an external open source platform for industry, University and research, and to build a national innovation center. Relying on the scientific research platform of the government and the industry, as well as using the R & D platform carrier of leading enterprises, it mainly carries out basic science and industry university research research, cooperates with external units in the form of open source, and all the achievements serve the industry, provide advice and suggestions for the decision-making of relevant national departments, and promote the healthy and sustainable development of the industrial chain.

The second is to consolidate the independent R & D platform within the enterprise, focusing on the development of application and industrial R & D platform. Based on the market trend and customer demand, the enterprise research institute, base technology department and Engineering Department will mainly carry out product application research oriented by industrialization to promote the internal transformation and commercialization of scientific and technological achievements.

Nanfang finance and Economics: what is the proportion of the company's R & D revenue to its revenue in one year? What is the trend of R & D investment in the future?

Li hemin: R & D revenue accounts for more than 3% of revenue. In recent years, we have been increasing R & D investment, and the proportion of R & D is increasing year by year.

The rise of China's industry

Nanfang finance and Economics: at present, the new energy vehicle market at home and abroad is developing rapidly. Do you think that the next step for the domestic power battery industry chain to compete with the foreign industry chain, where are the advantages and efforts?

Li hemin: the power battery industry chain is a part of the new energy vehicle industry chain. The whole industry chain is long. The upstream can be traced back to the mineral resources end of lithium, cobalt and nickel. The middle reaches are the four major lithium battery materials and other auxiliary materials. The downstream of power battery is new energy vehicles, and the whole vehicle is followed by downstream operation and service.

On the material side, the layout of China's four major material industries has been mature, and the layout of the entire industrial chain is very perfect in the global scope. Chinese material enterprises have penetrated into the supply system of global mainstream battery plants.

On the mineral resources side, although China is rich in lithium resources, its endowment is poor, and its nickel and cobalt resources are scarce, which makes it highly dependent on foreign countries.

The content of nickel, cobalt, manganese, lithium and other elements in ternary power battery are high, and the recycled products can be directly applied in the field of ternary cathode materials. Although the lithium iron phosphate battery does not contain cobalt, nickel and other high price rare metals, the lithium content in the waste lithium battery reaches 1.2%. Therefore, the value of battery disassembly and recycling to realize the reuse of raw materials is highlighted, which will greatly reduce the production cost and alleviate the supply and demand tension of raw materials.

Therefore, it is very important to realize the recycling of raw materials through battery dismantling and recycling, which is also the direction that bang Pu has been striving for. At present, through our technology, the recovery rate of nickel, cobalt, manganese and other core metals in waste batteries can reach more than 99.3%.

How do you see the difference between domestic and overseas power recycling technology?

Li hemin: in the field of battery recycling, whether it is automatic disassembly, powder preparation, or whole process clean recycling technology, our technology can reach the international leading level.

Nanfang finance and Economics: at present, the domestic new energy vehicle industry chain is developing at a high speed. What do you think will be the biggest challenges the company will face in the next development process?

Li hemin: from the perspective of the whole industrial chain, on the one hand, low-cost and high-quality products are the future development trend; on the other hand, the positive manufacturing technology route has been evolving.

Products have been iterating, resulting in more and more complex raw material system at the recycling end, but the recycling industry has been in a passive state, lacking the right to speak on technology. To change the status quo and lead the industry, the key is to improve the core competitiveness and improve the R & D ability.

In a word, we should grasp the trend of industrial change and take a step ahead of others. What others have never thought of, we must do it first. Only by taking a quick step can we take the lead.

Nanfang finance and Economics: how does Bang Pu cycle define the long-term growth goal of an enterprise?

Our long-term vision is to become a first-class battery manufacturer in the world.

In terms of short-term goals, we have formulated the "2025 strategic plan", adhering to the core of recycling, focusing on the four main businesses of new materials, battery recycling, mining and automobile recycling, planning and building eight bases, and taking the "innovation dual drive" strategy as the support, and making a forward-looking layout on the technical route.

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