Between government and enterprises join hands to push new energy vehicle battery Power Company “sweeten” the greatest (part 1)
Following the first entry in the automotive industry a new energy in the report of government work, has been promoted to national strategies, 10, Xie Zhenhua, deputy director of the State Development and Reform The Commission also stated that this year will introduce fuel-efficient cars financial subsidy schemes. In addition, a number of provinces and cities of local, related companies or research and development have increased the pace of industrialization. The industry believes that 2010 will be the first year of new energy vehicles in China, but the battery power to products of energy will be the first appearance of new shoots. Multi-party interview with our reporter was informed that the battery companies are accelerating their investments in the expansion, to enter the market. VGP-BPS2 VGP-BPS2A VGP-BPS2C
Jiangsu Guotai: electrolyte materials expand research
While the main activity being in Jiangsu Guotai or textile, garment, import and export, but the biggest attraction of the company or its new energy concepts. 78.89% subsidiary of Huarong Chemical is currently being undertaken for the production of lithium leading electrolyte, the market share of over 20%.
This reporter recently learned that Huarong Chemical Chemical Industry Park in Zhangjiagang range of 3,000 tons of lithium production test electrolyte should be completed in April. 2,000 tons of existing old plant will be moved next to the industrial zone, then the annual capacity of society to the electrolyte to expand to 5000 tonnes, an increase of 150%. Production and sales have also exceeded the major national competitors, more than double the size of the force becomes more important. Production capacity of the existing business is currently at full capacity, the product shortage. VGP-BPS2B VGP-BPS8 VGP-BPS8A
It is understood that the electrolyte Huarong chemicals were adhering to the high-end line, and can be customized according to customer needs within a relatively short time to develop to meet the product requirements. Significant proportion of the company’s products is for export, the main customers are Sony, Samsung, Panasonic, LG and other multinational corporations.
Guotai Junan a research report that in the long term, the electric car is blue ocean lithium batteries, lithium-ion battery with the maturity and steady development of lithium batteries and electrolyte will provide a vast market space.
More worthy of investor confidence is at stake from 71.5% in Jiangsu Guotai company source under invest 83.3 million yuan building “300 tons of lithium hexafluorophosphate project, it is understood, firms-source Lithium hexafluorophosphate pilot project during the year, if the future is able to smoothly produce products that meet the requirements of lithium hexafluorophosphate, substitution of raw materials. VGP-BPS9 VGP-BPS9A/B VGP-BPS9/S Changjiang Securities said the lithium hexafluorophosphate electrolyte materials, manufacturing is very difficult, domestic firms have only 80 tonnes of Tianjin Taurus abilities. Sub-source pilot after the success of the company, will be 300 tons of projects for capacity building, the success of this project will bring revenue surplus of the company. However, the industrial production of the difficulty of lithiumfluorophosphate is very high, under-capacity source of the Company successfully completed the pilot remains to be seen.
Society in which the lithium Industry Perspective, Changjiang Securities sector that lithium is a very good opportunity to inaugurate the downstream increase in demand for different aspects, first, a alternative to traditional lead acid batteries, such as areas of electric bikes; Secondly, the opening of new energy vehicles will be the situation significantly stimulate demand for battery power, while the lithium battery is one of best, third place, the demand for consumer electronics continues to grow, including mobile phones, computers, etc., fourth, with the new energy systems, energy production and the need to build the power grid storage energy, lithium batteries can also take a slice. IBM ThinkPad T41 battery IBM ThinkPad T42 battery
At the top of the flame-tech: Ni-MH there is a strong margin development
Torch High-tech is the first business development of the battery when the power of the automobile, vice president of the company secretary of the Commission Peng Haihong, as electric vehicles, power, battery performance lithium, more active and, in some breakthrough technologies in security if the bottleneck does not, automotive batteries Ni-MH in the future there will be a great space for development.
Currently, lithium batteries at the stage of development, Ni-MH battery at maturity. In the range of batteries for hybrid electric vehicles on the selection, the industry, there are two views, one Ni-MH battery technology is mature, it will be long the general public, another point of view, lithium batteries, and the full benefits of technological advances in other battery unprecedented in Japan, major companies and automotive battery voted to build production lines for lithium 338794-001 361742-001 371785-001 battery, these lines will focus on the period of commissioning of -2011 years in 2010. Area of Japanese technology, some believe that lithium batteries will be replaced by nickel-metal hydride in 2011.
In this regard, Haihong Peng said: “Leaving aside the trends of future development of the automotive industry, a more traditional point of view of industry, the Ni-MH batteries there is great room for growth and opportunities.” He further stressed that “can refer to the power of traditional vehicle development process. Currently, the technology of hybrid vehicles has been gradually toward full maturity, but are not a traditional electric vehicle were eliminated overnight, a hybrid electric vehicle is still in a progressive way to enter the market. Therefore, mixing electric vehicles in the future most likely in a very long time to develop. that electric vehicles, power battery Ni-MH may also be such a development process. ”
Despite the high technology of flame-nickel-metal hydride involved in research and development, production and sales of nearly 20 years, but Peng Haihong that this does not mean that the business of nickel-metal hydride business of the battery, therefore, reap enormous profits. There is a market analysts estimate that the new energy vehicles in the chain industry as a whole, the 372772-001 398876-001 417066-001 battery industry will be the most revenue, while Peng Haihong view is relatively conservative, he believes Auto-Motive Power Business Battery profit levels of the energy needed to wait until a new vehicle market after we go to determine the stage of this market, there are more variables, it is necessary to draw conclusions too soon. According to pre Ju Lai Sen-forecasting project construction, the project put into production, should achieve an annual rate of return on investment of 29.75%.
Torch High-tech high investment in China torch Sen Lai Ni-MH projects, whose total investment from .2009 to 2010 in two phases, the first period, investment phase in 2011 for the second period, investment phase . In the period of the project, it was Chongqing Changan, Chery, Anhui Province, Changchun FAW, Dongfeng Wuhan, Beijing and Tianjin Automotive Holdings Xiali 6 provides a vehicle to electric vehicle research and development by supporting battery . According to statistics of securities to the CRE, the household current in the time Sen Lai Ni-MH battery of new energy vehicles, including Chang’an Jie Xun HEVSC7152, FAW Hongqi CA7130N Chang SC6442H other models. 346970-001 367759-001 F2024A
The Senlis torch project is still at the stage of investment, but already a number of organizations have made the industry more specific forecasts, and also between different institutions, there are some differences. For example, the Everbright Securities is expected in 2010-2011 Ju Lai Sen wanted shipments Ni-MH 8500 units and will reach 4 million units, while the China International Capital Corporation provides that the torch high in 2010, 2011, sales Battery power will be 2 million and 5 million units. In this regard, Haihong Peng called “agencies are optimistic.” And the project will be trained this year, production capacity, he said it was too early to predict the weather.
Huafang Textile: “bet” with an annual production of 4,000 tons of electrolyte project
May be subject to the same in a park in Jiangsu Guotai tales inspired by the success of fluid in the stack for the textile industry, mainly textiles and last year pledged to Huafang reached the area of new battery energy. Production of battery power cycling to pre-battery power car with water, then the recent large scale reached the area of the fluid can be described as imposing and vigorous figure -Wai. Pavilion DV1000 battery Pavilion dv2000 battery