“Emerging energy industry development plan has been submitted to the State Council, fully aroused the concern of the market.” Brokerage in Shanghai, a well-known investment analyst meeting in a small conference, “we are very bullish on battery power, a segment of industry. Its broad applications of space and the market to determine the potential of this industry is unlimited. ”
According to statistics, in 2009, sales of new energy vehicles in China is only 9,800, while the current total of more than 1,000 million to achieve total vehicle sales, and according to the Chinese government announced the goal, the new energy vehicles sales in 2015 will reach 500 000 vehicles.
“Add 5 trillion of the huge investment, we expect at least 1 trillion will be allocated to the new energy vehicles.” The brokerage analysts.
“In the past three years we expect 10 times the Ushimata not produced in the traditional industries, new energy development in the current industrial pattern and trend Jueding, a group of related industries must be able to Chengjiu star company.” CSC Research Director of Hunan Headquarters Sounds told reporters said Studio 1536 battery .
A significant reduction effect
The characteristics of new energy vehicles is a large effect of carbon dioxide emissions. According to company projections generation: power plant carbon dioxide emission factor of 1 kWh 0.38 kg, 2.32 kg and 1 liter gasoline. Traveling 30,000 km per year basis, the electric vehicle requires 21.2 kWh of 150 kilometers, so the year is 1600 kilograms of carbon dioxide emissions. The combustion of 1 liter of gasoline oil generally able to run 15.8 kilometers, the year of carbon dioxide emissions will reach 4400 kg.
But intuitively, the new energy vehicles seems still far away from ordinary people, a small number of products, high prices, it is not perfect matching set, are powerful obstacles.
Have been listed in the new energy vehicles, the lowest price is BYD F3DM [Review Photo Forum] low-carbon version, the current price of 169,800 yuan. The same price, consumers can get a good midsize sedan configuration Studio 1537 battery , Studio 1555 battery .
Obviously, if the lack of policy support, new energy vehicles will result in higher production costs slow development of the industry.
June 1, 2010, the Ministry of Finance, Ministry of Science, Industry and Information Technology, National Development and Reform Commission jointly issued “on the purchase of new energy vehicles to carry out subsidies for private pilot’s notice”, the pilot cities as Shanghai, Changchun, Shenzhen, Hangzhou, Hefei, plug-in hybrid vehicle the maximum subsidy per 50,000 yuan, the maximum subsidy of pure electric passenger vehicles 60,000 yuan.
If you can get 5 million in government subsidies, then the price of 119,800 yuan has been close to an ordinary family car levels, the prices of factors of new energy vehicles, with the national industrial policy have clear and turn.
In addition, as international oil prices to 70 dollars later, the advantage of new energy vehicles starting to show. Future fuel-saving features are also good to provide consumers with an optional reason.
According to the Investment Adviser published “2008-2010 China’s new energy automotive industry analysis and investment consultation report” estimated that by 2012, annual production of new energy vehicles will reach one million, according to the cost of each new energy automotive batteries 70000 element, lithium iron phosphate cathode material 52 kg, 41 kg anode material, electrolyte 40 kg calculated. 1 million hybrid vehicles will drive the 52,000 t cathode material, anode material 41,000 tons, 40,000 tons electrolyte needs. For domestic battery manufacturers, this will be a total output value of 70 billion yuan of the big cake.
The future of iron battery
Automotive industry chain, including new energy power batteries Studio 1557 battery , Studio 1735 battery , electric motors and energy conversion control systems, and battery charging to achieve fast, high-performance security is the highest technical threshold, is the most concentrated part of the profits. New energy vehicles demanding on the battery must have high specific energy, high specific power, fast charging and deep discharge performance, and requires cost as low as possible, the service life as long as possible.
“We are most optimistic about the power battery, but if the battery power is also the highest risk.” Shanghai Sunshine Trust, a private equity fund manager, told reporters.
According to reports, as the power source of new energy vehicles, the battery development path is considered: Ni-MH – Lithium – fuel cell. Fuel cells because of cost issues, is not currently favored.
Currently, more and more car manufacturers to choose as the new energy vehicles lithium battery. Many well-known car manufacturers are working on using lithium-ion battery electric vehicles, such as Ford, Chrysler, Toyota, Mitsubishi, Nissan, Hyundai, France Courreges, Ventury so. In addition, domestic auto manufacturers BYD, Geely and other vehicles enterprises also have their own hybrid and electric vehicle powered by lithium batteries GK479 , FK890 .
The listed companies in China, the upstream Nickel miner has Jean Nickel and nickel-metal hydride battery materials midstream production of domestic listed companies, including Jinrui Technology (cathode material spherical nickel hydroxide), Xiamen Tungsten and Rare-Earth ( rare-earth hydrogen storage alloy powder cathode material), in which Xiamen Tungsten is the Ni-MH battery production of hydrogen storage powder leading enterprises, downstream manufacturers in China with production capacity of nickel-hydrogen battery, or planning to enter the field of companies, including Chunlan Group, Division force far, the torch high, Hunan Shenzhou, Kane stake.
“If you hear what scientific research institutes have some good battery production technology, or even just had some issues accumulated R & D, immediately, there are many listed companies, PE fund to find in the past, to seek cooperation.” A listed company secretaries to directorate told reporters.
Huge market, the relative uncertainty of industrial policies to attract a large number of investment funds into the battery industry.
It’s simple statistics, there are 50 cities listed above have been involved in new energy automotive industry chain. For example, in the battery industry chain comparison of the current production capacity, due to barriers to entry high capacity cathode materials for lithium batteries is the smallest, Studio 1737 battery , RM791 battery which is the whole industry chain, the most promising aspect. Cathode materials currently in production companies are: China Baoan, CITIC Ann Shanshangufen, BYD.
Gave rise to Warren Buffett BYD welcomed Chinese enterprises, it is because the increasing prevalence of electric vehicle technology and thunder. Reported that its upcoming large-scale production of motive power batteries, neither NiMH batteries, lithium batteries are not, but the iron battery.
This will be the insurgents What car battery?