Start of lithium battery industry into the policy
While planning new industries have not yet finalized, but the state of new energy policies to support the auto industry is out in advance. Dell Vostro 1200 battery Dell Vostro 1310 battery This week two, just enter in June, the NDRC, the Ministry of Finance, the Ministry of Industry, Science and Technology have jointly issued a document “on the purchase of new energy vehicles for carry out the subsidies for the private pilot rating ‘requirement in Shanghai, Changchun, Shenzhen, Hangzhou, five pilot cities. Just in the past day, the Ministry of Finance has four ministries jointly issued a notice, in 13 cities in 2009, bus drivers, taxis and other areas of promotion of the use of vehicles with low consumption energy conservation and new, based on an increase in Tianjin, Haikou, Zhengzhou, Xiamen, Suzhou, the cities of Tangshan and Guangzhou seven drivers, saving utilities and demonstration of new energy vehicles to promote extended 20 pilot cities. The industry has agreed “Public Securities News” interview, said she is committed to promoting the development of new energy vehicles, vehicles with new energy in 2012 will exceed 100,000 mark, while his main areas - Lithium battery power, will enter the industry high speed development period, a group of excellent companies grow rapidly. Dell Vostro 1320 battery Dell Vostro 1400 battery
Three-year average growth of 50%
According to “buy on the launch of new energy vehicles to subsidize private pilot rating” requirement, the new energy vehicles refers mainly to the plug-in hybrid vehicle (PHEV) and pure electric vehicles (BEV), according 3000 yuan in subsidies kWh, plug-in hybrid grant maximum 50,000 yuan, 60,000 yuan to subsidize more electric and hybrid (HEV) are considered energy-efficient cars, only 3,000 one-time grant.
“3,000 yuan / kWh subsidy to cover the cost of the battery has exceeded market expectations.” Yesterday, that long-term follow-up and did a lot of depth CRE research intensive Securities electrical equipment industry researcher LI Da-June to the New Securities popular, analysts say there are three aspects of subsidy policy more important than market expectations, only one of them. Dell Vostro 1500 battery Dell Vostro 1510 battery
It is understood that the cost of the lithium iron phosphate in the base of 3000-5000 yuan / kWh between the two. BYD is less expensive than 3.000 yuan / kWh, an average of 9-10 per Wanxiang Group / HA, which is equivalent to the price of 3.000 yuan per kWh, the power of God Tianjin for upscale clientele, mainly for exports to the United States, the high cost raw materials, the price of the battery 4000-5000 yuan / kWh.
LI Da-Jun, on this analysis, the battery capacity in accordance with the current subsidy policy will accelerate the development of small electric vehicles, new energy vehicles in 2012 exceed 100,000 marks, which can lead to industry batteries, the market size of $ 6.0 billion over the next 3 years of compound annual growth of over 50%. This is the second of schedule.
The third is the rumor of the industry that provided the highest in each city will develop 20,000 vehicles, but “an opinion” there is no clear boundary. Dell Vostro 1520 battery Dell Vostro 1710 battery
Guoxin Securities has also recently released a report recently called China’s new energy managers in venture capital to open a conference call, the prospects of development of new energy industries. Ultimately form the conclusion that, after years of rapid development of wind energy has three 50 billion market capitalization of listed companies is imminent or is born, solar energy has more than 3 billion of dollars more than the market value of listed companies, these two sectors of venture capital as new opportunities have not, however, new cars in the world of energy has just begun, is the first stage is conducive to investment risk capital is at the heart of investment in venture capital.
Half the cost will drop in 2012
Concerning the current subsidy policy, there are 863 experts in projects, said that the purpose of the grants are mainly three: First, develop the market, two are at issue and the improvement of the three is to reduce costs. Through grants, the government hopes in 2012, the cost of the battery can be reduced by half (now 5.4 yuan / wh, should reduce to 2 yuan / wh below), when the iron phosphate and lithium will have some degree of competitiveness in the market, this could be vehicles to promote new energy breakthrough brand 100,000 per year. Dell Vostro 1720 battery Dell Vostro 2510 battery
Experts estimate that 100 000 new energy vehicles in the catchment, firstly to reduce battery costs by farm size, on the other hand, exposure to new car batteries from the power, control electronics, automotive and other matters conducive to the promotion of industrial development in the end.
In addition to the Ministry of Finance of the subsidy policy, local governments will also be another grant. It is reported that grants from local authorities in various ways, including Shanghai, are exempt from licensing fees for new energy vehicles, valued at 3-4 million Shenzhen individuals or groups purchasing additional subsidies for new energy vehicles 20,000 yuan, Chongqing without 3 years of toll collection, worth about 20,000 yuan, Hangzhou finance is arranged in 2010, a savings of 20 million yuan of special funds and energy vehicles new.
LI Da-June that the subsidy policy of the local government will be a zoom effect, “If the Ministry of Finance of the grant may cover the cost of the battery, and vehicle control new electronic energy costs higher ( 1 million per) and the cost of engine (two million dollars) may be supplemented by grants from local authorities. ” IBM thinkpad z60t battery 40y6797
After a series of grants, the price of new energy vehicles will be gradually accepted by consumers. Also to help consumers to accept that the future use of low cost, since the use of existing petrol vehicles cost about 0.5 yuan / km (100 km on average less than 9 liters of price of gasoline), and the general use of electric vehicles costs only 0.1 yuan / km (16-100 km power calculation), much lower than gasoline.
In addition to these five cities outside the subsidy policy drivers of cars, buses, taxis and other public services, the method of funding is still in accordance with the commercial approach to implementation in 2009, last year in 1000 the city has evolved into a town 20 1000-2009 for more than 5,000 vehicles in 2010 is expected to quickly 2-3000000. LI Da-Jun that this application will be the driving force behind the battery. IBM thinkpad r40 battery IBM thinkpad x60 battery
The concept of progressive implementation of lithium batteries
In the stock market, the concept of new energy vehicles and battery were fired two rounds, it took three or four years - the mining industry in Tibet (000,762) Diagram of the K line can be clearly verified, although up to now, the Saline Lake Lithium Resources yet to produce benefits, but also directed the company issuing 1.5 billion refinancing, this large sum of money was 2.5 times net assets.
However, the battery power is still a new concept of the status quo is changed slowly, but the pace of change may be faster than expected. LI Da-Jun was a period of time divided - 2009 is a “concept” stage, in 2010 a “Bud” stage, but in 2011, will drive the “development” stage, increasing gradually tradition distinguished from lithium and lithium batteries.
Although Ni-MH battery 2009 and lithium did not decide who will win, all batteries have the opportunity to trade, but with the purchase “private new vehicle to subsidize pilot energy” policy setting in place, the situation will change. fru 92p1141 battery IBM thinkpad r32 battery
“The key tasks in 2010 is of lithium and nickel-metal hydride batteries separately. But in the battery, nickel metal hydride battery essentially no development opportunity. “LI Da-Jun, said nickel-metal hydride batteries, lead acid market share of the battery down, but not death but the rate of growth of lithium batteries is much more than nickel-metal hydride batteries in the development of lead-acid, “This is an important current strategies for stock selection.”
A battery of measures in urgent need of transformation
LI Da-Jun, said the life of the lithium battery, consistency, primarily to solve the battery problems, the cost will also gradually decreased. In addition, according to experts, the search for internal lithium battery and the level of development has reached the advanced international level, but in processing, manufacturing, infrastructure, basic materials companies still have gaps. IBM thinkpad t60 battery IBM thinkpad r60 battery
It is understood that the most outstanding areas of the energy of the internal lithium battery companies have not yet listed in the stock market, such as production of the battery power of God, BYD, production Dongguan new energy into the material cathode North First, Hunan Xiang Rui, Tianjin think Maitland.
“The domestic production of certain electrolyte lithium upscale anode material may Haishi, the film still can not be used.” LI Da-jun said, it is mainly the energy demand for new cars has not communicated very large scale, the future for continuous stimulation, will be gradually changed. It gives businesses a set of actions recommended by the logic is: the battery associated with power management technology is better, the “new support policy vehicle energy and greater, the path of long-term development has been a clear market need gradually growing, but more progress can be expected to benefit a larger battery, lithium battery for long-term development is the trend. IBM thinkpad t42 series battery IBM thinkpad t43 battery