Policy positive Ni-MH battery ushers in investment in the festival
Investment consultants in the Manufacturing Research Center were informed that the letter of June 25 the Ministry of daily published the “new corporations power of the automobile rules and access management products, and was effective on July 1 to December 31, 2010 applied. Investment Advisor in the new energy industry researcher Sheng automotive Li-mao said, according to the ministry of public letter issued new standards for nickel-metal hydride Laptop battery production hybrid passenger car is classified as a mature product that allows nationwide sales of the use of pairs of nickel-metal hydride battery industry is a big plus.
I. Analysis of nickel-metal hydride development of battery
Nickel-hydrogen battery has entered the maturity phase, is currently used in hybrid power system of the vehicle battery, the only real validation was commercial, battery systems to large scale, global mass produced hybrid car been used in any system of nickel-hydrogen cells.
According to the Investment Advisor “issued by the new energy vehicles in China during the 2008-2010 Industry Analysis and Investment Consulting Report” report shows that the batteries of 99% from current market hybrid battery for nickel-hydrogen, sales representative of Toyota Prius. Cars Currently, the world’s leading manufacturer of battery electric vehicles are mainly in Japan and Sanyo PEVE, PEVE Global Hybrid-Powered occupy the Ni-MH Dell Inspiron B130 battery 85% market share, is currently the main commercial hybrids like the Toyota Prius, Estima and Alphard and the Honda Civic, Insight Dengjun used PEVE hydrogen nickel.
Currently, the Chang’an Jie Xun, A5 Chery, FAW Pentium, General Grand Hyatt brands like models of cars were running, they are also used in nickel-hydride batteries, metal but the batteries are buying from abroad, domestic nickel-metal hydride batteries in the car on the use of the game is still in development phase. Keli Yuan is currently working with domestic Chery Automobile, Chang’an Automobile and other cooperative operation, the first production line of products are mainly supplied Chery Automobile.
2, Ni-MH battery industry and company analysis
In the field of nickel-hydrogen batteries, China in technology and resources are an advantage, in which the performance of nickel hydroxide in the world, rare earth rich in natural resources, offers unique advantages in resources Therefore, the development of nickel-hydrogen cell is the most realistic option in the country.
Investment Advisor in the new energy industry researcher Sheng automotive Li-mao that Ni-MH Industry Perspective battery chain, manufacturers of upstream raw materials for mining companies the extraction of metals, midstream for nickel-metal hydride hp Pavilion ZE2000 battery materials supplier, downstream of the battery manufacturer. From a more optimistic view of the industry chain of downstream manufacturers, the current state of competition in the supply of upstream companies, the balance of demand, but the battery power is far downstream and midstream Keli Torch High-tech manufacturers are in short supply in the state.
The extraction of nickel in the upstream sector with Jean-nickel industry, while the average production of nickel-metal hydride battery materials, domestic listed companies, including technology Jinrui (cathode material for the hydroxide nickel), Xiamen Tungsten, and Baotou Steel Rare-earth (RE anode materials for powdered hydrogen storage alloy), in which Xiamen Tungsten is Ni-MH battery production of powder storage of the Hydrogen largest companies, but also involves the production of cathode materials for lithium sony VGP-BPS5A battery, with a maid’s room for development.
Downstream firms, the domestic production capacity nickel-hydrogen battery or plan to enter the field include Chunlan Group, Ke-Li Yuan, the Torch High Technology, Hunan Shenzhou share Kane, etc., which Chunlan Group is nickel, the technology of hydrogen fuel cell HEV leader in its market share in a leading position in the torch high technology and Hunan Shenzhou owned a number of basic technical and market position, so that a force well and Kane Share The main products are still limited to the single battery, battery project under construction or under construction, the outlook clear.
Thirdly, the outlook for nickel-hydride batteries, metal
Li Sheng-mao said that with the international price of oil rose to $ 70, vehicles with new energy benefits start to show. World crude oil supplies tight and prices continued to raise, government, research institutions and companies to accelerate the development and promotion of new energy vehicles for the direct driving forces. At the same time, changes in international energy into the environment, but also new energy vehicles (hybrid cars currently primarily) enters the scene, creating market conditions.
In the development of new energy vehicles, nickel-hydride technology of metal drums the most mature in the next three years will remain the mainstream of new energy vehicles, followed by nickel-hydride technology of metals apple A1008 battery and lithium iron phosphate, hydrogen fuel cells, one third of the world, five years after gradual lithium batteries and fuel cells have been replaced. Battery giant Panasonic and Sanyo also found that lithium-ion battery can be replaced within 2 ~ 3 years, nickel-hydrogen batteries, mainly due to cheaper nickel-safe hydrogen batteries, has reached high production wide. Lithium batteries also need to continue to research topics such as security, so take time business.
According to economic analysis of Japan Fuji mainstream nickel-metal hydride batteries will be able to continue until 2011, but after 2011, Li-ion battery will gradually erode the market share of nickel-hydride batteries, metal The agency predicted in 2009 car-use nickel-metal hydride rechargeable batteries in the world market size than the previous year by 23.7% to ¥ 92,000,000,000, but the 2015 Ni-MH rechargeable battery-vehicle market will be reduced to ¥ 55,000,000,000.