Ni-MH battery industry into a policy abandoned
The cost of correcting policy mistakes, a climate will pay the nickel battery industry chain of hydrogen. July 2009, lithium has been called “marginized” manufacturer of the Ni-MH Metal Mesh. Affected by this, sales in the commercial market for hybrid cars use nickel-metal hydride batteries most of all. However, four departments have jointly issued a recent political standpoint, the new subsidy policy was changed to support the technology of lithium batteries. Dell GW240 Dell RN873
In the field of automotive batteries, nickel hydrogen technology and lithium-ion battery a long-standing dispute. different batteries have different electrical, electronic control, energy storage battery, the power and the production line to, batteries, determines the orientation of the whole structure of the industry chain of the new energy of automobile, in fact affect the entire body.
In China, the new energy vehicles are still at an embryonic stage and not the market for new industries. In this context, whatever the choice of battery technology, the Government policy is essential. But when it comes to this aspect of the policy seems to offer a big joke, despite the correction has already begun, but the nickel-hydrogen has become a climate of industry chain will pay an enormous cost of fixing error. Dell Y6142 338794-001
Sharp industrial policy
June 1, Ministry of Finance, Ministry of Science, Industry and Information Ministry, National Development and Reform Commission have jointly issued “on the purchase of new energy vehicles for carrying out the subsidies for the private pilot rating “to determine in Shanghai, Changchun, Shenzhen, Hangzhou, Hefei, 5 cities Start buying private vehicles to subsidize new energy driver.
According to “informed” plug-in hybrid electric cars and cars for one-time grants. Grants for energy standard established under the battery on the conditions of support to meet the new energy vehicles, 3,000 yuan, according to Grant kWh. Plug-in hybrid vehicles to the maximum grant by 50,000 yuan, the highest pure electric vehicles passengers by 60,000 yuan of subsidy. Non-plug-in hybrid vehicles are included in “projects that benefit the energy saving products,” according to the standard for 3000 grants a fixed time. 361742-001 371785-001
From the standards of funding, plug-in electric vehicles and pure electric vehicles is expected to continue subsidies to the standard car of 2009, the standard government subsidy, but not plug-in hybrid car subsidies amount significantly lower than industry expected. Non-plug-in hybrid has fired the enthusiasm of manufacturers will be stifled, because they had planned, or even government subsidies to cover most of the cost of the battery.
In agreement with the Ministry of Finance announced in February 2009 “public service of passenger cars and light commercial vehicle demonstration grants to promote the standards, depending on the mix and fuel economy, all kinds of new energy vehicles will be purchased in different range of grants, including hybrid The maximum each vehicle can take advantage of 50,000 yuan of subsidies, and the rate for savings above 40%. Is this standard, manufacturers have come to measure the cost of the subsidy can cover the findings of the battery. 417066-001 346970-001
But the new policy has significantly reduced the level of private grants. Keli Yuan (600,478, stock it) (600478.SH) a high-level sources, “the current Toyota Prius fuel efficiency rate of 40% or more of its non-plug-in hybrid vehicles on behalf of the technology use nickel-hydrogen But under the new policy, the model can be classified as energy-saving hybrid cars, to 3,000 yuan of subsidy and cost of the battery by about 5 million dollars. ”
“If Toyota is a foreign company, which are not subsidized, then the interior hybrid electric vehicle manufacturers, fuel-efficient cars by 10%, need 20 groups of batteries, battery cost more than 10,000 yuan, 20% of fuel efficient cars, the battery 30 Group, cost more than 20,000 yuan. If both vehicles were 3,000 yuan of subsidies / vehicles, obviously not reasonable. “The source added that if the policy implementation implementation of this, I hope the government following have other remedies. 367759-001 F2024A
Keli is far from that of Ni-MH battery pack leader, the production line of battery power booming, now a subsidiary of its holding capacity of 3,000 subjects hegemony sets of nickel-hydrogen batteries power pack car 60,000 sets of long-term planning. Keli lot of confidence develops, manufactures nickel-metal hydride batteries, but also because a year ago by the government policy of encouraging industry.
June 17, 2009, the Ministry of Industry has announced a “new energy companies manufacturing automobiles and the rules of access products, and this year will take effect July 1 will be based on technology nickel-hydrogen batteries, hybrid vehicles are classified mature product, allowing the use of sales nationwide, while the lithium battery technology based on the ownership of hybrid vehicles in the development phase and can not be approved region, scope, duration and terms of sale use.
In those years, lithium has been called “marginized” manufacturers of NiMH batteries, but the metal mesh. In addition to Section below, the past year, Chunlan group, the banner (600,872, stock it), Hunan Shenzhou shares Kane (002,012, stock it), etc. have been put in a large nickel batteries metal hydride. F2024B F4486B
Vehicle manufacturers, along Anjie Xun A5 Chery, FAW Pentium, General Grand Hyatt brands already in the model of hybrid car is running, but all based on non-plug-in hybrid technology NiMH batteries . Their embarrassment is not the pot-meter, the fire has been closed.
According to “3000 yuan / kWh subsidies, fuel efficient and the rate is directly related to the plug-in hybrid electric vehicle efforts and domestic subsidies on fuel-efficient hybrid vehicles was 15% -20%. Worse, if they want more subsidies from the rates of fuel economy, not plug-in hybrid electric vehicle manufacturer in the transition plug-in needed.
Policy change, automakers are likely to reduce non-support for the hybrid battery, and avoid market risks. F4809A F4812A
Falling demand for battery manufacturers to monitor, will certainly seek breakthrough in transition. policy of private grants, the plug-in hybrids and pure electric vehicles, and no change in the standards of funding, and in these two areas, nickel hydrogen and lithium batteries are not the same line Initially, unfortunately, this is not the nickel-hydrogen director.
Embarrassment of the Ni-MH
Maturity of the Ni-MH is obtained after the political support and the pellet hit the market, and when the policy of increasing demands on battery technology, when it will be a short board, because the maturity also means improve the limited space.
In fact, compared to lithium, batteries nickel metal hydride and electric plug-in battery on the bottom line is clear is the beginning choose a non-plug-in hybrid right. HSTNN-lB31 PB991A
Section power far above the top government and business guide to plug the battery in transition, on the nickel-metal hydride batteries, would like to obtain more grants, plug-in is a breakthrough, but also existing businesses need much of the technology upgrade process.
The source acknowledged that compared to nickel-metal hydride batteries, lithium electricity, car light, all aspects of the dynamic performance is higher than nickel-metal hydride batteries. And because the management, conversion, configuration of the charging system is not compatible with each other, lithium and nickel battery technology, hydrogen can not be used interchangeably, it is highly competitive.
In fact, the transition to the plug-in hybrid battery technology with nickel metal hydride is insurmountable bottleneck.
“The nickel-hydrogen batteries, plug-in are not simply wanted to make the transformation problem.” When told that the new private grants “rules”, Tianjin strain energy Technology Co., Ltd. Zhong Zhen Duan CEO immediately said, “the trend Li no doubt.”
Duan Zhen Zhong explained further, Toyota Prius nickel-metal hydride battery capacity is only 3 kWh, while the need plug-in hybrid battery life of 100 kilometers or more, means that the battery capacity should be 16 kWh over 300 volts, the battery only needs 60 Ah. toshiba tecra a3 battery toshiba tecra a4 battery
Even if the energy density and voltage much lower than the lithium batteries NiMH single cells of 60 Ah capacity requirements, will be a lot of common problems, such as self-discharge NiMH batteries have a problem, do not open car until a few days without electricity The impact load and discharge cycles, which affects the life of the battery. life of the lithium-ion up to more than double the nickel-metal hydride batteries, and not independent.
Charge for Energy in the perspective of understanding the conversion efficiency of the energy of lithium batteries charge up to 95%, better than 70% nickel-metal hydride batteries. Indeed Ni-MH battery memory exists in the fully charged state, without letting go of work completed, capacity will be less than the nominal capacity quickly, and lithium charging time is twice the load terminals in Scenario is not appropriate.
While energy companies to offer new vehicles recharging stations to hire to replace the battery quick way to add energy, but the batteries are expensive items, not easy to measure the residual value, 2 batteries are not equivalent, which is not strong interoperability, and secure method of electric charge is the right path. This means that the government encourages the plug-in, that is, the political preference for lithium batteries. toshiba satellite m50 battery toshiba satellite m55 battery
Tianjin is the component first lithium iron phosphate cathode material for the development, production companies, is the largest company, iron phosphate and lithium production scale cathode material of 1,000 tonnes / year A long-term plan 4000 tons / year, but actual production in 2009 was only 200 tons more than in 2008 also decreased by 50%. Duan Zhen Zhong believes that factors other than the financial crisis is the government’s 2009 “Industrial Policy” inhibits the development of lithium battery technology.
For “by 3,000 yuan / kWh subsidy” from the city of loyalty, for example, BYD e6 electric car, the battery capacity is about 35 kWh battery costs 10 million to $ 6 million, which represents the proportion of cells about 60%, while pure electric cars to reduce fuel for motor vehicles and other components, but it saves a lot of money. Shows that the proportion is much higher than its Prius hybrid vehicles subsidies represented.
Loss year
Whether the domestic automotive battery industry in Japan with a year at the end of the distance traveled for 10 years, has been upgraded at some point, which led to government subsidies that it sheered?
Rather, the household battery industry nickel-hydrogen is not mature, change of government policy is financial constraints, time waits for no survival of the fittest environment, the inevitable choice. toshiba satellite m40 battery toshiba satellite m45 battery
Grants in 2009 to save the economy with growth in order to promote new industries, the period of “spreading the money” as the main objective, at a time when large public companies all use nickel- hydrogen line car battery. But more than a year of economic recovery, fiscal austerity, the government has neither heart nor substantial subsidies to purchase private cars new energy, occupying most the market share of hybrid nickel-hydrogen naturally the most injuries.
And from the line of sight technology, in 2009, the Government Technology nickel-hydrogen batteries in China tend to follow the line of inertia requires, when Japan, the United States, sales of vehicles new energy-based hybrid NiMH battery-based, but in the new R & D inputs, two passenger coaches, with manufacturers of lithium batteries for the direction of future development. Today, even the Toyota Prius will be rejected technology nickel-hydrogen batteries, a full update in 2012 for the plug-in lithium-ion batteries. Consequently, the subsidy policy of China has also begun to expect to move. toshiba satellite m110 battery toshiba satellite m115 battery
In fact, the industry nickel-hydrogen battery, the situation is not ripe, the Chinese market for lithium-ion is in the economic field and unfavorable.
With the national network, the two oil giants and the strong local government input on the charging station, China’s development of new energy markets of the automobile was rapidly changing plug-in hybrid pure electric vehicles, the natural survival of the fittest full interpretation of the law of the market.
2009 technology Ni-MH to support industrial policy, after only one year longer useful, at least in new energy technologies of the automobile is to increase the speed of denial of justice, while its loss, including Lithium-ion batteries a year, but over the Ni-MH battery will be more than the payment chain. toshiba satellite m100 battery toshiba satellite m105 battery