The New Lithium Battery Revolution
United States and other countries from both the government to choose the development of the automotive industry, new energy to stimulate economic growth, Warren Buffett BYD to choose one of the automotive energy as an investment target. Whether a coincidence or a high degree of eye to eye, a lithium triggered by the “energy revolution” and the “industrial revolution” the world is staged, it will completely change the future of automobile industry competitive landscape.
In the chain of new energy automotive industry, iron phosphate, lithium as the main direction of development of lithium batteries is the key point, which is capable of capturing the capital, where the greatest value in which the lithium Laptop battery positive electrode of this channel will be the most dazzling jewel - - highest profit margins, greater market capacity.
In terms of investment, the chain of the lithium battery industry down the battery, the electrode material has a characteristic of production, profitability, ability to show a downward trend, the upper mineral products, smelting and so have the characteristics of extractive industries, the profitability that fluctuations in commodity prices.
In 2006, the largest electric companies in the world of hand tools Black & Decker has introduced a new package type electric hand tools, the list of products due to its high speed loading, high capacity battery, life long cycle, and high security that gave rise to a wave of sales boom.
What product is used in cells of the lithium iron phosphate. Now, when the lithium iron phosphate and car combined, the new era which opened the vehicle of energy. Warren Buffett on the BYD investment, and probably taken a liking to this point. This is an “energy revolution” and the “industrial revolution”, Chinese Academy of Engineering Li-Quan Chen.
Obama economic policy is almost the new government, energy synchronized, the Chinese government is expected to exceed the industry, vigorously promote the new energy vehicles. This is a new path of industrial upgrading, and because the automotive industry is a relatively long industrial chain, has given the mission to stimulate economic growth.
Brokerage researcher believes that with the lithium iron phosphate battery-Powered Hybrid vehicles will become the next scene, and new energy vehicles in the mainstream, the industry chain of the lithium IBM ThinkPad R32 battery is the subject of the investment in new energy vehicles, while the cathode materials of lithium will be in this industry, the most brilliant pearl in the chain.
Academician Li-Quan Chen believes that China’s development of lithium-electric cars, not only to compete with developed countries, technological advantages, developed countries have the advantage of resources and market benefits and is in the fierce international competition in a rare historical opportunity.
In this “historic occasion” vehicle manufacturers in the country of a hybrid, pure electric program fuel cell vehicle “out of the assembly line,” the business of auto parts to accelerate development production capacity, the battery manufacturers rushed different vehicles new energy R & D fuel cells and battery technologies, materials suppliers are quick to launch a new round of promotion of research and production lines.
Capital markets, the lithium-motor chain of the energy industry Motor vehicles have become a festival of wealth. Vehicle manufacturer Foton Motor Vehicles (20.20, -0.03, -0.15%) (600.166), with the headwaters of lithium in mineral resources of Tibet (25.20, -1.03, -3.93%) (000.762), components of the lithium and electrolyte suppliers Shanshangufen (17.34,0.22,1.29%) (600.884), China Baoan (12.61, -0.17, -1.33%) (000009), Jiangsu Guotai (002091), including another way Technical - Ni-MH Dell Inspiron 1521 battery manufacturer Branch Li Yuan (18.47, -0.53, -2.79%) (600,478), etc. are all concerned listed company’s share price rose dramatically.
After the return of the value of vanity, new energy automotive industry chain of the performance of different companies, whether explosive growth? Their real business situation and future prospects? Then new energy vehicles in China in the global auto industry came in the third world in terms of the technological revolution? Securities Market Weekly “reporter from the bottom up to the batteries of hybrid electric vehicles and power of the whole industrial chain of leading companies have begun research to search for future stars of hope.
50 billion yuan of the battery market
The new energy vehicles can be divided in hybrids, pure electric vehicles and vehicles with fuel cells are three. In the present technical conditions, given the way pure electric vehicle hp F4486B battery, endurance, performance, and related facilities are not perfect (such as charging station construction), hybrid cars becoming the development vehicles to new energy choices transition.
For the hybrid Toyota Prius nickel-metal hydride, represented by Japan in the field of new energy vehicles started early, its makers is the development of strategic core hybrid. In 2006, the market share of sales of hybrid vehicles of Japan’s total new energy 94.2%.
2001-2007 data from U.S. sales of hybrid cars, the rate of compound annual growth of 58.4% in the period of high growth speed. Obama announced after taking office in 2015, the United States to keep the amount of hybrid cars will be more than 1 million.
Science and Technology Minister Wan Gang, the “2008 China Green Energy Summit Automotive Development Forum” is also given new energy vehicles in the development goals of China - in 2012, China had 10% of the car production will save energy and new energy vehicles.
Do not the same projections, in 2008, Chinese production of automobiles is approximately 9.3 million euros, while the annual production in 2012 rose to 10 million euros, the new energy vehicles will reach an annual production of 1 million scale.
Under each cost of hybrid car batteries 5 million, lithium iron phosphate cathode material, 50 kg, 40 kg of anode material, electrolyte 40 Calculation kg. 1 million hybrid vehicles will lead the 50,000 tonnes of cathode material, anode material for 40,000 tonnes, 40,000 tonnes of electrolyte needs.
For manufacturers of household batteries, it would be a gross production value of 50 billion yuan of big cake. If it is calculated according to passenger cars, this value will be multiplied by three times - the application of each hybrid passenger car battery is multiplied by four. Currently, ownership of cars in China reached 62.893 million, so the next year 10% of the power of the battery replacement vehicle, it will create a market for more space for imagination.
Over the years, the automotive industry in China has the technology to follow the road, this flood of new energy vehicles, perhaps one of the following roles. The eyes of the industry policy of government subsidies can boost energy industry news from the automotive, routes to market to achieve economies of scale, reduce the total cost of ownership, which depends on the rate overall industry location in the chain of technical progress and improvement.
Securities Market Weekly, “The investigation concluded that the national chain of automotive industry, new energy constraints of all links with each other, or the existence of the split chain. It is urgent to resolve the current power system battery power management, battery technology for power separation, and the electrolyte of the VGP-BPS13 battery, lithium hexafluorophosphate electrolyte of the most critical lithium (LiPF 6) production of synthetic problems. Only these three great technological advances, China’s energy industry chain automobile may be close to perfection.