Lithium-ion battery industry into the policy start of

Although the planning of new industries have not yet finalized, but the state of new energy policies to support the auto industry came out in advance. laptop battery This week two, just enter in June, the NDRC, the Ministry of Finance, the Ministry of Industry, Science and Technology to jointly issued a document "on the purchase of new energy vehicles to carry out subsidies for private pilot's notice" requirement in Shanghai, Changchun, Shenzhen, Hangzhou, five cities of the pilot. Just in the past day, the Ministry of Finance has four ministries jointly issued a notice, in 13 cities in 2009, pilot buses, taxis and other areas of promoting the use of energy-saving and new energy vehicles, based on an increase in Tianjin, Haikou, Zhengzhou, Xiamen, Suzhou, Tangshan and Guangzhou seven pilot cities, thus saving public services, and new energy vehicle demonstration to promote expanded to 20 pilot cities. The industry accepted "public Securities News" interview, said that it will vigorously promote the development of new energy vehicles, new energy vehicles in 2012 will exceed 100,000 mark, while its core areas - power lithium battery, will enter the industry, high-speed development period, a group of excellent companies will quickly grow up.
Three-year average growth of 50%

According to "buy on the launch of new energy vehicles to subsidize a private pilot's notice" requirement, the new energy vehicles mainly refers to plug-in hybrid vehicle (PHEV) and pure electric passenger vehicles (BEV), according to 3000 yuan / kwh subsidies , D5318 plug-in hybrid maximum subsidy 50,000 yuan, 60,000 yuan to subsidize the highest electric, and hybrid (HEV) are considered as energy efficient cars, only 3,000 one-time subsidy.

"3,000 yuan / kwh subsidy, covering the battery costs, exceeded market expectations." Yesterday, the long-term follow-up study and did a lot of in-depth research-intensive electrical equipment CRE securities industry researcher LI Da-jun to the "Popular Securities News," analysts say There are three aspects of the subsidy policy than market expectations, this is only one of them.

It is understood that the cost of basic iron phosphate lithium battery in the 3,000-5,000 yuan / kwh between. BYD cheaper price for 3000 yuan / kwh, Universal Group average 9-10 per / AH, equivalent to the price for 3000 yuan / kwh, Tianjin power of God for the high-end customers, primarily for exports to the U.S., raw materials high cost, battery price 4000-5000 yuan / kwh.

LI Da-jun, on that analysis, the battery capacity in accordance with the present subsidy policy, will help accelerate the development of small electric vehicles, new energy vehicles in 2012 will exceed 100,000 mark, this can lead battery industry, the market size of 6.0 billion the next 3 years annual compound growth of more than 50%. This is the second-than-expected. 310-6322

The third is the industry-than-expected rumors of the highest in each city will develop 20,000 vehicles, but "notice" there is no clear limit on.

Guoxin Securities also recently released a report, recently invited China's new energy venture capital fund managers to open up a telephone conference, the prospects of the 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 has been born, solar energy has more than 3 more than a billion dollars more than the market value of listed companies, these two sectors for venture capital to that new opportunities have not, however, new energy vehicles in the world within just started, is the primary stage, is suitable for venture capital investment, the VC investment focus.

Half the cost will drop in 2012

For the subsidies, there are 863 related projects, experts say the subsidy has three main purposes: First, develop the market, the second is the discovery and improvement of the problem, three is to reduce the cost. Through subsidies, the Government hopes in 2012, the battery cost can be decreased by half (now 4-5 yuan / wh, is expected to reduce to 2 yuan / wh below), when the lithium iron phosphate will have a certain degree of market competitiveness,310-6321 this could be promote new energy vehicles break 100,000 mark annually.

Experts estimated that 100 000 new energy vehicles in the watershed, on the one hand can reduce battery costs by size of operation, the other hand, exposure to new energy automotive batteries, electronic control, motor and other issues favorable to the promotion of industrial development of late.

In addition to the Ministry of Finance of the subsidy policy, local governments will also be another subsidy. It is reported that the local government subsidies in different ways, including, Shanghai, to be free of license fees for new energy vehicles, valued at 3-4 million; Shenzhen of individuals or groups to purchase additional subsidies for new energy vehicles 20,000 yuan; Chongqing-free 3 years of toll collection, worth about 20,000 yuan; Hangzhou finance is arranged in 2010, saving 20 million yuan of special funds and new energy vehicles.

LI Da-jun that the local government's subsidy policy will zoom effect, "If the Ministry of Finance of the subsidy can cover the cost of the battery, then the new energy vehicle electronic control more costs (1 million per) and the motor cost (2 million per ), can be completed by the local government subsidies. "

After a series of subsidies, prices of new energy vehicles will be gradually accepted by consumers. Also helping consumers to accept the future use of low-cost,Inspiron 9400 because the use of existing petrol vehicles cost about 0.5 yuan / km (for 100 km on average less than 9 liters of petrol prices), and general use of electric vehicles costs only 0.1 yuan / km (16 to 100 km power calculation), much lower than petrol.

In addition to these five cities outside of the pilot subsidy policies of private cars, buses, taxis and other public services, subsidies method is still in accordance with the commercial approach to the implementation in 2009, last year to 1000 the city has evolved into a 20 city 1000 - 2009 for the more than 5,000 vehicles in 2010 is expected to quickly reach 2-3 million. LI Da-jun that this demand will be the driving force behind the battery.

The concept of progressive implementation of lithium batteries

In the A-share market, the concept of new energy vehicles and battery have been fired two rounds, it lasted for three or four years - the mining industry in Tibet (000 762) K-line diagram can be clearly verified, although so far , the Saline Lake Lithium Resources yet to produce benefits, but also directed the company issuing 1.5 billion refinancing, this large amount of money has reached its 2.5 times net assets.

However, the new energy battery is still a concept of the status quo is quietly changed, but the pace of change may be faster than expected. LI Da-jun have been a period of time divided - 2009 is a "concept" stage, in 2010 a "bud" stage, and by 2011,Inspiron 9300 will be the motive power of "development" stage, more and more people will gradually distinguished tradition of lithium and lithium battery power.

Although the 2009 Ni-MH battery and lithium batteries are not sub-winning, full-battery industry have the opportunity, but with the "private purchase of new vehicles to subsidize pilot energy" policy introduced, the situation will change.

"The key tasks in 2010 is to lithium and nickel-metal hydride batteries separate. Now, in the battery, the nickel-metal hydride battery basically no development opportunity." LI Da-jun, said nickel-metal hydride batteries, lead acid battery market share will decline, but not death, but the growth rate of lithium batteries would be much more than nickel-metal hydride, lead-acid battery development, "This is an important current stock selection strategies."

A stock battery in urgent need of transformation

LI Da-jun, said, lithium battery safety, consistency, battery life basically solve the problems, costs will gradually decline. In addition, according to experts, the level of the domestic lithium battery research and development has reached the international advanced level, just in manufacturing, infrastructure, basic materials companies still have gaps.

It is understood that the outstanding areas of the domestic lithium battery power most of the enterprises have not yet listed in the A-share market, such as production of the battery power of God, BYD, Dongguan new energy production in the North first cathode material, Hunan Rui Xiang, Tianjin thinking Maitland.

"Domestic production of some high-end power lithium battery electrolyte, anode material or can be used in the film is not yet can be used." LI Da-jun said that the main demand for new energy vehicles have not really large-scale release in the future in order continuous stimulation, will gradually be changed. He gives the A-share listed companies recommended logic is: with battery-related, technology management is better, the "new energy vehicles policy support has reinforced its efforts, its long-term development routes have Mingque, market demand Zhu Jian nurture progress Kenenghuichao expected to benefit a larger battery, lithium battery for long-term development is the general trend. Recommended: Huafang Textile, Shanshangufen, Jiangsu Cathay Pacific, the new state-chou. " Inspiron 6000

Link 1: Hua Fang Textile: Lithium iron phosphate dark horse

Huafang Textile (600273), A dark horse stock lithium battery technology, the leading scale. Battery is in full production in 2010 could contribute to EPS0.10 dollars. Battery income share of 11% is expected, accounting for 27% of gross profit.

Power battery: has been fully sold. 7 lithium battery production line design, is a production line in full production; China has sold 50 000 monomer, China and Taiwan have ordered some are exported to Europe and the United States; product quality and comprehensive than the national standard; are mainly used in electric bicycles, etc. , high-power automotive battery research and development phase. Profit of 15 million yuan by 2010. Local government and corporate leaders attached great importance to the project, recruited a large number of top experts in battery technology to accelerate the form of shares.

Electrolyte: design capacity of 5,000 tons, the world's largest production line of lithium iron phosphate electrolyte. Line installation, production line quality was the United States, Japan, South Korea is highly recognized and have the possibility of cooperation. Production is expected in June, is now available for order. Expected profit of 15 million yuan by 2010. CRE

Link 2: Jiangsu Guotai: electrolyte China's first

Jiangsu Guotai (002 091) subsidiary Huarong is the first electrolyte domestic enterprises, domestic market share of 30% -40%, technology, scale the whole country, 150% of capacity expansion and profits will be increasing rapidly. Electrolyte output of 2,500 tons in 2008, production capacity of 2000 tons, 125% capacity utilization, product demand. Electrolyte in the battery industry chain in the new energy is high-tech sectors, the market is expected to gross margin of 40%. 3,000 tons of projects on line, the company's total capacity of 5,000 tons, the market is expected to total production capacity will become the first in the world, more than Japan's Ube of 3750 tons, Samsung's 3410 tons. CRE

Link 3: Shanshangufen: lead battery industry chain complete

Shanshangufen (600 884) layout of a complete industrial chain, are key links in the competitiveness of lithium battery business revenue reached 1 billion yuan, accounting for 40% more than the first. Once the demand for the release of battery, scale effects appear, can greatly enhance the company's profitability. Equipment depreciation and the cost of lower margins caused by the company, once the motive power market to open, the company exploit the advantages of size, profitability will be greatly improved. Toda of Japan, Itochu's cooperation in management, technology and markets have more room. CRE

Lithium battery materials industry: the road twists and turns a bright future

Small lithium battery industrialization in the 90s of last century, are now in a mature stage. laptop battery 70 years from the start of lithium batteries, but until the 90's safety have not been resolved, mainly because the use of lithium anode material, easy to explode. SONY Corporation until carbon as negative electrode material, the security issues have been resolved, since lithium batteries in computers, mobile phones, digital cameras and other fields to be popular
Traditional energy sources are depleting, power lithium gotten greater attention, the rapid development of cathode materials in the field. Small lithium use lithium cobalt oxide and carbon as the anode materials, but if used in new energy vehicles, the following problems: First of all, as the scarce resources of cobalt, high cost; second vehicle acceleration and deceleration in the process of bringing high-current charge and discharge , deposition of lithium in the anode, thereby supporting grain production, through film, causing the battery short circuit, the organic electrolyte under the conditions of high heat explosion. From the 90's, the United States invented Professor Goodenough lithium iron phosphate, the material properties of a good rate and high current density does not change the structure, allowing lithium batteries in the power of applications become possible. However, lithium iron phosphate is also an urgent need to solve many problems: low voltage (3.3V, lithium cobalt oxide is 3.7V),Latitude CPi low energy density

Although there are shortcomings in the current lithium power, but the problem can be solved in the development of the industry a great career ahead. Battery as a system, although the cathode material developed rapidly over the past few years, but the diaphragm, electrolyte, anode there are still many problems to be solved. 1) At present there are many kinds of anode material for lithium batteries, the most important is carbon, which apply more carbon-dimensional ball in the middle phase, this area has been the industrialization of Shenzhen Bei Terui. But the application of lithium in the power needed to solve a large current density of charging and the deposition of lithium in the anode material issues; 2) The application of the electrolyte can meet the small lithium, but lithium is still a force applied to its modified, flame retardant, etc. the research; 3) high-temperature polymer membrane obturator also need to avoid short-circuit and so on to improve. G5266 The short term, there are numerous power lithium, but Should the look long term, as the technology continues to develop industry a great career ahead

Fluoride short-term valuation is reasonable, long-term value remains to be seen lithium hexafluorophosphate progress of the project Fluoride current ex-factory price of aluminum fluoride in the 7500 yuan / ton, down again last week, a large number of primary and pre-stocking the downstream manufacturers; cryolite remain relatively stable In 6700 yuan / ton, we mentioned in previous reports, this year, because the rate of the downstream aluminum industry started a raise and some new capacity on stream, cryolite obvious gap in the short term needs. Inorganic fluoride for 10 years, 1.05 yuan, 1.38 yuan in 11 years the forecast, because first of all trades maintain a 10% increase, followed by the company with cryolite circulation process route and the anhydrous aluminum fluoride is expected to achieve cost-effective advantage of the growth above the industry speed; for lithium hexafluorophosphate, equipment installation is currently underway, according to the experience of Taurus, as lithium hexafluorophosphate special production process, devices also require non-standard transformation, transformation of results to be seen, so relatively large piece of business uncertainty. G5260

CMIC: 2010 Prospect of China's battery materials

The latest statistics show that lead lithium iron phosphate lithium is a revolutionary new materials industry,Inspiron 8100 is the development of the industry's most cutting-edge lithium.
CMIC (China Market Intelligence Center) recently released: With the rapid development of the economy increased demand for energy materials, as well as mobile phones, laptop computers, digital cameras, camcorders, cars and other products for new, efficient, environmentally friendly materials, strong demand for energy, China Lithium batteries, solar cells, fuel cells and promote the rapid development of related materials industries. China's battery market, new materials, mainly lithium-based materials and solar cell materials. As the domestic fuel cells still need some time away from the large-scale applications, and domestic firms in the technology and production technology gap with international standards, domestic fuel cell materials, almost all imported. China has formed a relatively complete industrial chain of lithium batteries, lithium battery materials and accessories in the possession of certain advantages.

In 2009, the traditional battery materials industry downstream mobile phones, laptops and power tools and other industry conditions continue to improve, to the industry a turn for the better. Benefit from the concept of new energy vehicles, the status of lithium-ion battery industry is better than Ni-MH battery. 2010, as nickel-hydrogen battery, the fuel cell before, lithium-ion battery is quickly leap up red. Lithium iron phosphate for bicycles, motorcycles and mobile phones,laptop battery computers and digital products, technology has matured, our country low-power lithium-ion battery production accounts for more than one-third of the world, but the domestic manufacturers will be used for large lithium iron phosphate power output of the car are few. Car battery power costs account for the full cost of hybrid cars 30% to 50%, when the rise of new energy vehicles, lithium ion batteries and battery material market is expected to show explosive growth. Although lead-acid, nickel-hydrogen still present and led the next few years, but as cell phone lithium-ion batteries as quickly diverted Ni-MH battery, lithium ion battery will quickly seize the traditional battery market. Lithium iron phosphate material is newly developed lithium-ion battery materials. All kinds of lithium ion batteries from the current performance comparison shows that lithium iron phosphate is the most suitable for industrial use of electric vehicles, lithium-ion battery.

Lithium iron phosphate is lithium revolution triggered a new material industry, is the development of the industry's most cutting-edge lithium. Lithium iron phosphate, because of its advantages are widely used in hybrid vehicles, power tools, electric bicycles, electric bicycle, power generation, energy storage and other fields. Hybrid electric vehicle (HEV) in the next few years, the main development of new energy vehicles direction. Hybrid vehicle production with increasing penetration of hybrid vehicles, iron phosphate lithium battery market will grow rapidly in 2010 hybrid cars lithium iron phosphate and market more than 100 billion yuan. Present in the lithium iron phosphate international leader in the field of mainly three are the United States of A123, Phostech Canada and the United States of Valence, to master the more sophisticated production techniques. The current capacity of the three major manufacturers of about 4000 tons / year. Chinese enterprises have been launched since 2001,Inspiron 8000 lithium iron phosphate material development, present, lithium iron phosphate industry, the domestic investment boom is on the rise, the trend more than any other country. As of 2009, there were 50-60 home appliance manufacturers will soon or have already completed the core product line acquisition, for capacity expansion, which has entered the industrialized mass production to the market stable supply of enterprises in Tianjin strand, Peking University first, BYD , Hunan Shanshan new materials 8, the rest are in the pilot phase, in 2009 2,500 tons of capacity under construction, all put into production, total production capacity of 5,000 tons in 2010, lithium iron phosphate production capacity continues to increase. Currently the annual domestic demand for the lithium iron phosphate is about 8,000 tons, less than actual sales in 2008 of 1,000 tons, in 2010 China's annual demand of lithium iron phosphate will be more than 15,000 tons. Inspiron 8200 Global supply of lithium iron phosphate gap will reach 100 thousand tons.

Industry experts outline new energy automotive industry chain benefit from the road map: the best battery power plant electrical

Energy-saving and new energy automotive industry development planning and policy, once introduced a package of support, will set off another laptop battery wave in the market wave of new energy vehicles. But closer examination of all related industry sectors, due to differences in location of large industries in which the different degree of difference between the industry chain to benefit a lot. Most experts interviewed believe that the basic order to benefit industry is the battery, motor, power plants and other parts and accessories department the best, followed by vehicle manufacturers, the upstream area of raw materials again.
Battery, power station

The most investment value of the link

In the new energy automotive industry, which in the field of "cake" Max? With the emergence of new energy technologies, enterprises in the internal combustion engine vehicle shine time for the other case is replaced by a number of original parts enterprises across the threshold of hope, become a member of vehicle manufacturers. Analysts believe that the market increments, the battery, motor and other component manufacturers the most benefit, more importantly, the manufacturer of these parts or to change the existing pattern of the auto industry.

Industry experts said that in internal combustion engines of the times, 1691P the value of complete vehicle business, which accounts for 25% of a car, 75% of the cost of parts and components suppliers in. In the era of electric vehicles, a car nearly 90% of the manufacturing cost will be spent on parts and components sectors, much of it is the car battery.

"Battery is the new energy automotive industry chain is the most important part of investment value. Compared with conventional cars, new energy vehicles basically determines the battery performance vehicle driving performance." Hongyuan Securities (15.95,0.00, 0.00%), said analyst Wang Jing.

New energy battery is the most automobile key component of the core, as predicted lithium-ion batteries will soon become a mainstream alternative to Ni-MH battery power battery, lithium battery of new energy vehicles on the power demand-pull as separate ways institutions focus. Obviously, lithium ion batteries, motors, electric control electric automobile industry chain-related enterprises will face even greater opportunities for development.

"Europe, the United States, Japan, the traditional engine cars have a greater advantage in the hybrid H EV in Japan have a greater advantage, and a large number of patent applications. China in the two paths are hardly more than the foreign industry. China selected The plug-in hybrid PH EV, EV electric line, a long-term development goals consistent with the automotive industry, while China in the battery, motor, lithium resources, earth resources have relative competitive advantages that are conducive to long-term development of new energy vehicles. Latitude C640 "CRE securities Analyst Gregory believes that the basic determining battery lithium battery positive line.

"The new policy efforts to support greater energy vehicles, has made clear its long-term development path, gradually nurturing the market needs, but the progress may be-than-expected. In electric vehicle development, to benefit a larger battery, the anode and the electrolyte species in China have been more mature, positive will gradually mature, mass production is now mainly in the stability problem to solve. lithium battery is the general trend of long-term development. "CRE Securities expects the new energy vehicles in 2012 will exceed 100,000, thus 6 billion battery industry can lead the market in the next three annual compound growth of more than 50%.

Another forecast that the power lithium battery is likely in the next 10 to 20 years of billions of dollars into a few levels of the global market, the company will gain a few advantages of growing up most of the results of the industry. Therefore, China and Thailand United Securities analyst Yao Hongguang proposal the company's investment in this area should be taken to "re-light price" principle, high-quality new company's future strategy for industrial competition in the higher probability of winning the potential growth can return will be much higher than short-term increase in the high valuation of the investment cost. Currently in development and production of lithium-based shares of listed companies Sailing (15.67,0.00,0.00%), universal money flows (11.64,0.00,0.00%) and 100 million Wei Li energy (30.750,0.00,0.00%), etc. to produce lithium-based components have Fosugufen (12.88,0.00,0.00%),Latitude C610 Topband shares Shanshangufen (18.71,0.00,0.00%), Huafang Textile (17.49,0.00,0.00%) China Baoan (9.50,0.00,0.00%), Foshan Lighting (13.93,0.00,0.00%), and so on.

New energy vehicles will rapidly pull the other industry is supporting construction of power plants. Power companies have been charging station construction in full swing, the national network in 2010 plans to build 75 electric car charging stations, more than 6000 charging pile, together with the Southern network project will be completed by the end together more than 100 charging stations. Great Wall Securities expects to complete national network of company capital city of the 2015 building, built 4000 cradle station, to 10,000 in 2020 to complete construction of the charging station. Power Grid Corporation's strategy is to put new energy into the grid car storage and use of distributed energy systems, improving the power as a proportion of final energy consumption. Meanwhile, the supporting infrastructure construction as the development of new energy vehicles in China has provided a guarantee.

Vehicle Manufacturing

Hybrid benefit first

As to promote the development of new energy vehicles as part of support measures "regarding the development of the private purchase of new energy vehicles to inform the pilot subsidy" was released on June 1st. "Thanks to this new energy vehicles subsidies, individual only needs to spend 119,800 yuan can buy a BYD F3D M dual-mode plug-in hybrids, which can be the equivalent of 7 discounts up!" Bia Di Xu An automotive public relations manager, said in an interview. It is estimated that hybrid car should be able to get the maximum amount of 50,000 yuan subsidy. Latitude C600

Although subsidies for new energy vehicles in China policy, subsidies for electric vehicles of greater intensity, but the hybrid and electric cars around who even before industrialization, the industry has been the focus of debate. Moreover, even if the electric car was identified as the main development path of new energy vehicles, but hybrids with the upgrading of traditional power-saving technology as approved by the competent departments. Some cars enterprises said that as electric vehicle technology is not mature enough, take time to realize industrialization. On the contrary, although the hybrid type of subsidies the state is not to imagine the high, but hybrid technology is mature and car companies can now benefit.

However, China Merchants Securities (20.79,0.00,0.00%), auto analyst Wang Sheng-reporter's interview that the state subsidies aimed at this pure electric and plug-in, while the hybrid excluded, probably because of major national Taking into account the development of hybrid technology maturity in the side and Europe and the United States, compared with Japan, the competitiveness of smaller reasons.

Nissan just a way to import into a pure electric vehicle, and has been active in research and development and to speed up the work into the progress of electric vehicles. Ren Yong, Deputy General Manager of Dongfeng Nissan, the "Economic Information Daily" the reporter said, "we electric cars, zero emissions on a very important position. If we do electric cars made in China, 50 000 units, each cost can down 100 000 down to reach 50 million if we can do about the price of gasoline cars. Meanwhile, we also consider the business model, now an electric car to sell 300,000, 300,000 more expensive than petrol vehicles hundreds of thousands, the electric car is the most expensive batteries, but Latitude CPX battery life is cheaper than gasoline, half the cost. If the country's overall deployment of resources, so that battery can be rented, plus amortization of the cost of batteries, battery and petrol costs vehicles using the cost should be about. "

"With the formation of large-scale production, vehicle prices are sure to come down. In addition, the long term, capital-oriented greater impact, because the capital investment into later, is bound to affect the future of the industry's business model." Added Liu Sheng Wang said.

China Yuan Securities (12.77,0.00,0.00%) also believe that the pace of development of new energy vehicles are likely to exceed market expectations. Although the way the pilot program to bring the results will be lower than market expectations, but still will be the market launch of new energy vehicles a landmark event. In the long run, this was slightly lower than expected news on the new energy automotive industry to bring high-speed development of adverse effects can be ignored. In the policy, vigorously promoted the concept of consumer spending and personal circumstances of rapid change, new energy vehicles exceeding the speed of development is likely the market had expected, and the resulting investment opportunities will also be broader.

Benefit the field of materials

But the technical content needs to be improved

The new car is a joint energy industry is strong, in addition to its conventional automotive chain, but also involves batteries, electronic control and related raw materials industries. On policy support for new energy vehicles will be the battery, motor upstream raw materials such as lithium and rare earth industry to bring more opportunities. Inspiron 2500 However, industry experts believe that the material in the field of technical reserves are still to be improved.

According to reports, the production of lithium batteries can split separator, electrolyte and cathode material, anode material 4 sub-sectors accounted for these materials, lithium batteries cost 40% to 46%, 10-14%, 5% to 11 % and 5% to 15%. Among them, the divide is the highest lithium content of the material technology of high value-added materials, gross margins above 70%. Membrane performance merits a direct impact on the battery capacity, cycle and safety features such as, There are still no company can produce, including BYD, including all imported. At present, the production of small lithium battery separator Fosugufen commitment to the national 863 program diaphragm technology research and development tasks.

Electrolyte lithium-called "blood", Jiangsu Guotai (26.80,0.00,0.00%) is the leading enterprise producing the electrolyte, the company is R & D by foreign monopoly of lithium hexafluorophosphate item synthesis. Production of lithium hexafluorophosphate electrolyte is an important electrolyte, accounting for about 50% of the cost of the electrolyte, the key to be imported. As the production of technical difficulty is very high in the international arena from the east electrochemical industry, Morita Chemical and several Japanese companies monopoly. China Hi-Tech Co., Ltd. are golden, Tianjin Chemical Engineering Design Institute, Xingtai city, Shandong fertilizer, Tianjin Taurus and other enterprises can produce, but less capacity, quality, and are a lot worse.

In the cathode material, anode material in the field, the relative market share of domestic firms a higher degree. However, companies are grade materials, the majority of the production of lithium cobalt oxide, lithium manganese oxide, etc., the real manufacturers of lithium iron phosphate production is limited. In listed companies, only Shanshangufen lithium iron phosphate, a master production technology. In the anode material, mainly modified graphite, technical threshold is not high, and the core costs of lithium iron phosphate accounted only about 5%. The winning companies in the industry mainly depends on the scale of the major listed companies in China-related enterprises in Shenzhen Baoan Bei Terui and Shanshangufen its subsidiary Inspiron 4100 Shanghai Shanshan.

States Securities researcher Xiao Shijun proposal, from the scarcity of resources, technical barriers, chain control point selection lithium investment opportunities. First, the important surge in demand for mineral resources, highlighting the value of post-scarcity, resource companies benefit, such as lithium ore, nickel, cobalt, etc., A share listed company focused on mining in Tibet (30.00,0.00,0.00%), Jean-nickel ( 20.72,0.00,0.00%), Tian Qi Li Industry (to be listed); Second, select the qualification requirements and technical barriers to producing high lithium key materials manufacturers, such as the cathode material, electrolyte, separator, etc., focusing on companies Shanshangufen, When l Technology (67.300,0.00,0.00%), Jiangsu Guotai, Fluoride (53.35,0.00,0.00%), Fosugufen so.

CITIC Securities (19.48,0.00,0.00%) of the research report said that in the global advocacy of new energy, energy conservation, low-carbon economy, environment, the earth as the rapid development of the downstream material. According to statistics, by 2009, demand in emerging areas of rare earth demand in the domestic share of the total had reached 55.2%. Coupled with the current round of policy and the birth of new energy vehicles, Inspiron 4000 presumably rare earth will be increasingly scarce.

China Open Forum - Zheng Yonggang: the field of lithium battery materials, the introduction of Japanese technology
Yesterday, the third China Open Forum on the theme "Foreign Investment and China industrial restructuring and revitalization" Inspiron 710m of the Industry Summit. Shanshan Group Co., Ltd. Chairman Zheng Yonggang to attend this forum and delivered speeches. Zheng Yonggang this reporter in an interview after the speech, said Chinese companies, including Ningbo enterprises included, do not lose the opportunity climbing pro, together with the world top 500 enterprises, with an open mind to learn from them, will be a win-win results.
Zheng Yonggang disclosed yesterday that he was at the helm of the Shanshan Group, the clothing section at the beginning of last year with Japan's Itochu to achieve marriage, introduced Itochu this world of management experience in Fortune 500 companies. Next, the Shanshan Group, lithium battery materials section, but also the "copy" of this practice, and the industry-leading Japanese companies in technology cooperation.

Zheng Yonggang told reporters, Shanshan Li-ion battery industry 10 years ago, when entered, and the United States, Germany, Japan counterparts basically the same starting line, now Shanshan Li-ion battery materials, manufacturing scale has become the largest, but technically much far behind the world advanced level. This gap between them is Firs time in the past 10 years, focusing only on the expansion Guimo, but not in R & D in more delve into the depths, and Japanese technology giant lithium battery cathode materials companies in the technology field operators taken in the area is "R & D generation reserve generation, application generation "strategy. Toda has now become the field of cathode materials for lithium batteries the most technologically advanced enterprises, and new energy into the symbol of a symbol of revolution in the field - the field of automotive battery. Faced with this gap, Shanshan's matchmaking in Itochu, the Japanese company's technical cooperation Toda, the two sides will set up a joint venture for production. "We will combine the size of Shanshan, Toda's technology, 'the largest and leading technology' in goal to the low-end products from the areas of mobile phone batteries and other areas of transformation and upgrade to the car battery." Anode material for lithium batteries at the same time Shanshan is also seeking cooperation with a Japanese giant to solve technical bottlenecks, laptop battery Shanshan Li-ion battery industry chain will be the most extensive coverage, most technologically leading and largest companies.
Many brokerage analysts believe the prospects for new energy vehicles more widely, when the rise of technology, there may be little potential for development.
Half or 4 percent, brokers agony and "underestimated"

When l GEM technology by the end of April landing, this time is the Market adjustment period affected, when the market rose the first day of science and technology, Gaokaidizou, then shock the way down, as of May 18, its shares listed on the first day than the highest price has dropped 40%.

"Too cheap", the Great Wall Securities research group to study concluded that, in May mid-shares have been undervalued. 19 May, research group members Xu Chao, Zhou Tao, Zhang Lin publish research reports on the stock to "strong recommendation for the first time." On May 19 after shares began to rebound, to May 28, the company share price over the closing price on May 18 rose 45%.

May 28, when the closing price rose Technology 64.06 yuan / share, higher than the companies listed on the first day closing price, but States Securities researcher Xiao Shijun that the stock is still undervalued, he again gave the company "for the first time recommended" rating.

June 1, introduction of new energy vehicles subsidies, Inspiron 700m June 2, CSC Fellow, Zhang Fang and Guo Xiaolu publish research reports, giving the company "for the first time overweight" rating.

Lithium has a number of high-quality customer

When the rise is mainly engaged in lithium battery cathode materials science and technology research and development, production and sales. The main products are lithium cobalt oxide, the current multi-materials and lithium manganese are also starting small-scale intervention, annual capacity of 200 tons and 300 tons. Through independent research and development to master the more advanced technology, products meet international quality requirements, while price competition has a strong advantage over foreign manufacturers of lithium cobalt per kg from 8 to 10 U.S. dollars cheaper.

When the rise of domestic science and technology as the only one of two lithium material exporters, the company has successfully developed the world's top six 5081P lithium-ion battery manufacturers in the five high-quality large customers; year is expected to further development of Panasonic, Sony, two lithium high-quality customers.

Lithium battery market more mature in the next few years this is still the company's main source of incremental performance. But in the future multi-material, lithium manganese oxide, lithium iron phosphate and other products will increase the company's performance a great support. "Short-term incremental demand mainly from the overseas market, domestic market demand for the release depends on the industrialization of new energy vehicles 75UYF are expected to point in time around 2012." CSC said researcher Zhang Fang and Guo Xiaolu.

Wang Jing Zhong: Battery leasing model realistic

Subsidies for private purchase of new energy vehicles started for the development of new energy automotive industry laptop battery opened the imagination. China Battery Industry Association, vice chairman and secretary general Wang Jing Zhong told China Securities Journal has an interview with Xinhua that the subsidy starts, new energy car prices are still high, but the battery cost is leading to new energy vehicles is an important reason for higher prices , battery mode, if the promotion open to leasing, will further reduce the purchase cost of new energy vehicles.
Battery leasing model cost

China Securities Journal: how to see the impact of subsidies on consumer car?

Wang Jing Zhong: people will assess the cost-effective to buy fuel vehicles or electric vehicles cost-effective, most people still exist concern. An electric car is probably close to 30 million, 5-6 million in subsidies, but also more than 20 million consumers, one-time investment can be relatively large; and more than ten million can buy a good fuel cars . Of course, the electricity could be saved some money, balance in five years, all of us have a certain appeal. But do not well-off consumers, so many one-time investment, or difficult.

Development of electric bicycles from view, Inspiron 500m lithium batteries than lead-acid batteries into a one-time high 1,000 yuan, the initial stage when the consumer is not acceptable, such as income levels increased gradually, the more willing to choose high-performance lithium batteries. The popularity of electric cars have such a process.

China Securities Journal: Government can take measures to accelerate the industrialization of new energy vehicles?

Wang Jing Zhong: Now the high price of battery electric vehicles is leading to a major cause of high prices. Government can support some of the key materials industry and the battery industry, for higher quality batteries to achieve mass production, the costs would come down. Of course, some facilities have to keep up with, such as charging stations.

After research, we believe that the battery lease is a more realistic, more easily accepted by consumers in one direction. If you are gaining in popularity in the country,312-0305 had to lower the cost of electric vehicles.

Lithium iron phosphate big price cut

China Securities Journal: The battery is a key component, which of course will become a mainstream technology?

Wang Jing Zhong: Li-ion battery should be a future development direction. Quality lithium lighter, more charge cycles, especially lithium iron phosphate. Li-ion battery has gone through several stages of development of lithium cobalt oxide, lithium manganese oxide, ternary materials, and now to the lithium iron phosphate.

The safety of lithium iron phosphate, and cycle times should be much higher, lithium manganese oxide, up to 500 times less than 1,000 lithium iron phosphate guaranteed. Ternary material security or a problem. Lithium iron phosphate problem is high costs. Many manufacturers are doing,312-0306 but the volume is not, the next step up the amount, price could be lower than it is now half. Another problem is the patent held by the hands of others.

China Securities Journal: Lithium iron phosphate batteries and other parts of the upper reaches of what the key materials? Which a maximum value?

Wang Jing Zhong: battery cathode materials, such as lithium iron phosphate; the diaphragm, and is now a fairly serious problem in the quality of their production not, can not use good batteries, the most import; also the electrolyte, to produce the basic domestic . Lithium iron phosphate is the first production of lithium or lithium ore extraction salt lake inside which the production of lithium carbonate, lithium iron phosphate made the final. Inside the battery cathode material costs accounted for the largest share, accounting for 40-50%, divide a dozen to 20 percent.F5136 Some master the core technology of the current session higher selling prices, but the long-term look at the new energy in large scale is required, all aspects of the industry chain can not have excess profits.

Zhang Tian-ren: power battery industry should strive to achieve "pole vault"

The development of new energy vehicles in China Summit Forum on the eve of the reporter an exclusive interview in Shanghai, China Latitude D500 Battery Industry Association, vice chairman, managing director of day to day any of the battery group.

This is not a reporter and Zhang days of first contact office. Last year in May, he was in Hangzhou to this reporter's interview made three points: the Chinese battery company not sell ourselves short; should be set for our use of global resources; development of new energy vehicles, the development of battery industry, must not engage in "Great Leap Forward" . The pertinent words, is impressive. The re-interviewed in Shanghai, Zhang days of any new energy to our car and battery development of the industry once again delivered a unique insight. In his view, the development of new energy vehicles, priority is to develop science and technology development in the battery line, and along this route "along which the bar" for development of the "pole vault."

Technical route choice problem as well as key

"China Automotive Report": In your opinion, China's new energy vehicles to achieve industrialization, the most urgent need to address what the problem is?

Zhang Tian-ren: new energy vehicles is the core of competitive technologies, the most pressing is to achieve a breakthrough in battery technology. Looking at the present, including hybrid, fuel cell and electric vehicles, including electric cars, new cars more viable laptop battery energy technology options. Key components in electric vehicles among the highest battery of technical barriers is the most concentrated part of the profits. If you can not grasp the core battery technology, new energy vehicles in China are destined to suffer "ceiling." The breakthrough in battery technology, no doubt that pierce the "ceiling" of the "bamboo", as China entered the field of new energy vehicles, seize the commanding heights of the best starting point for the future of the industry.

"China Automotive Report": Some experts now believe that we have with Japan in battery technology, there is a big gap between the United States. You have said that a "Chinese battery company not sell ourselves short," point of view, we and the developed countries there is much difference in the end?

Zhang Tian-ren: In recent years, developed countries especially the great progress in battery technology in Japan. From 1975 to 1990, 15 years, improved battery energy density 1.8 times; 1990 to 2005, the battery energy density enhancing the cross of a 5.2-fold. According to the Japanese government issued a "plan of action for the next generation of vehicle fuel", 2015, advanced battery performance than the 2010 level of 1.5 times, lower costs to the current 1 / 7. Fuel cells is still a hot research and development, the life of the current fuel cell stack compared to 2003 increased more than twice the cost of the fuel cell system has been reduced to 2002 1 / 3. China is the world's major production and consumption of battery power, we have the world's largest market,Inspiron 600m but the technical level and the developed countries there are still gaps that should be recognized. But we also lies in a greater gap between the management and equipment, manufacturing processes and patents and so on.

"China Automotive Report": a lot of battery types, such as lead-acid, nickel hydrogen and lithium ion batteries, lithium batteries which there are many types. Which should be chosen for the technical route, and now very controversial, how do you think?

Zhang Tian-ren: the development of car battery, in the end what technology should be given priority routes, has been a controversial topic, the government, enterprises, investors and consumers are confused. 25 day laborers in June 2009 letter issued by the Ministry of the "new energy automobile manufacturers and product access management rules," the new energy automotive products were divided into initial stage, development stage, mature stage of the three different technologies, including fuel cell vehicles an initial stage, the development of lithium battery electric vehicles are used lead-acid and nickel-metal hydride batteries for electric cars are mature products. I think it should be to the car battery technology specified in a route choice more scientific way. Inspiron 510m Business policy environment and a guide can make scientific battery technology development path, and along this route "along which the rod" and achieve "pole vault."

Liu Hanyuan Writing, call for accelerated development of new energy industry

New Energy Chamber of Commerce by the National Federation of Industry, Construction Central Business Committee, laptop battery State Council Research Press, China made real, Xinancaitai Energy Research Institute and co-sponsored through Gateway Group, China New Energy Development Forum "Energy Revolution: Change in the 21st Century" Releasing Ceremony on June 6 was held in Beijing. More than 200 guests on behalf of the community who share the experience of "energy revolution" book starts, and China on the world energy crisis of the fundamental solution depth.
"Energy Revolution: Changing the 21st Century" is published by Tung Wai Liu Hanyuan Group, Chairman of the Board and the Southwest University of Finance and Energy Economy Research Institute Jiansheng time-consuming co-writing a year, the State Council Development Research Center of China Publishing House made real. The book pointed out that at present our key technical indicators of solar cells have reached the energy efficiency requirements, the price is already very close to the price of traditional energy sources, the development of specific comparative advantages and high feasibility, China, the fundamental solution to the early environment and sustainable development is promising. To solar cell development as the core of the "energy revolution" is no longer a technical issue, but when started, how to pull the curtain of a new era in question.
Cheng Siwei: The essential new energy subsidies

Cheng Siwei, eminent economist made 312-0068 the Chinese entrepreneurs "energy revolution" epoch-making proposition and fully affirmed the profound exposition. In the book preface, he believes that "energy revolution" of the book there are three points deserve special attention: First, to seize the current solar batteries significant progress is taking place, and conducted in-depth, special analysis and research. Second, thousands of years of human history and energy relations between the great analysis and research, put forward some new ideas and new viewpoints. Third, analysis of the impact of new energy future, and show encouraging prospects.

"The first three industrial revolution, were based on the steam engine, electricity and computers for the lead, I think, the fourth industrial revolution will be led by the new energy revolution energy." Cheng pointed out that China's current development of new energy for the whole also lack of a thorough, detailed planning, for new energy development is also more controversial. Second, grasp the key technologies are not many, too few independent innovation. The third challenge is the generally high cost of new energy.

Cheng Siwei proposed to solve the current problem of high costs of new energy, a breakthrough through technology to reduce costs; Second, we must by calculating the environmental costs of the new energy must subsidies. Subsidies for new energy resources departments is essential, foreign policy now is to take subsidies, making solar energy rapidly. Third, Latitude D610 by now the international Clean Development Mechanism (CDM), to get some compensation. Fourth, enterprises should consider how to optimize the supply chain, increase added value.

Cheng Siwei that, the field of solar cells is currently undergoing major changes and progress in the development of new solar-based energy industry, will the future of sustainable human development issues Genben solution and significant effect produced Jiji, Ye are becoming Woguo current energy deployment and management of major national research projects and new industries of great concern. However, the community development of new energy resources our country there are kinds of misunderstanding, by the New Energy Industrial Revolution to promote the sound development of the whole human society of this era of healthy choices and the process has long way to go, requires that the entrepreneurs and the community with lofty ideals to The joint efforts.

Liu Hanyuan: Progress in PV-than-expected cost control

"Solar energy is the energy we currently use one-time conversion more efficient, and easy to use, reliable, and economical new energy, with unique advantages, is the inevitable future development of new energy options." Liu Hanyuan said the book from conception to publication, took less than a year, the number of drafts. In less than a year's time, on the solar photovoltaic power generation Xuduo quantitative indicators, parameters, the rapid progress due to technical, cost reduction and Buduan place Latitude D600.

"At first, on the economic evaluation of photovoltaic power generation, we measured the system components is priced at 30 yuan / watt, that is, to achieve 1,000 watts of photovoltaic power generation needs of 30,000 yuan. In less than a year, has significantly dropped to 15 000

Yuan, PV breakthrough cost control, economy a big step forward. While the price continues to fall, and even approaching 12 thousand yuan, that of cost control, faster and better than we expected. "Liu Hanyuan that this operation for the business to lay a solid foundation for the industry are greatly excited.

Liu Hanyuan expected in the next 10 years, 20 years, or even 30 years, 40 years, as part of the cost of the PV industry continues to decline, through industry, government and community consensus and efforts, especially in government guidance, policy support and other necessary training and promotion of solar power will also be able to supplement from China's energy structure and the supporting cast, into the main choice of our energy supply and mainstream way.

"Solar cell development as the core of the energy revolution, is no longer a technical issue, but when to start, how to pull the curtain of a new era, and this requires special support national policies and efficient development strategy, the enterprise needs fully the role of innovation and effort required to mobilize the whole country, active participation of the whole society.Latitude D520 "Liu Hanyuan called Road. China needs to develop solar photovoltaic industry, through the effective implementation of the "Tariff Act" and other important initiatives to boost the revolution.

Liu Jiansheng: New energy investment will exceed any industry

Liu Jiansheng explained at the Forum "energy revolution" great practical significance and far-reaching historical significance. According to his analysis, with the current fossil energy sources are depleted and the protection of human environment of the urgent need to promote the development of solar cells as the core of the new energy revolution, has been inevitable and unstoppable, this change a new world (600 628 , stock it) is also approaching.

Liu Jiansheng also believes that "if new energy is feasible, and the scale of investment will exceed any industry, if fully substitute for fossil energy, its size will be far more than the sum of the existing fixed assets, is an unprecedented investment in the revolution,Latitude D510 this is a push the next 30 to 50 years of sustained high growth of the historical driving force for the eradication of global economic crisis, a good way. "

"Greenhouse effect, pollution problems are basically due to the use of fossil fuels, new energy on the historical stage, the fundamental solution to environmental problems. An ideal of social life can really build up." He predicted that China's future GDP theoretically could reach the United States, 1.5. The fundamental reason is China's geographic resources, sunlight intensity in Northwest China more than plain or low-lying areas of the order of 50%.

Liu Jiansheng said, how has the economic significance of solar cell development, is the real nature of the development of solar cell industry to achieve the basic premise. To this end, the whole community, particularly large energy companies, the need for all aspects of solar cell technology-depth analysis and full evaluation, effectively identify the best solar cell technology development path and direction of industrial development, and through constant innovation, the new energy prices moving into the traditional energy prices and develop its comparative advantages to form larger and higher feasibility, Latitude D505 China to early resolution of environmental and sustainable development also promising.

Windsurfing Stock: Lithium-ion battery with thin film or into a new growth point of light

"Hebei 2009 annual results of listed companies shows online group would" be held this afternoon at the Panorama network. C1295 Sailing shares (600,482), said Han Jun, deputy general manager of the company is trying to make lithium-ion battery with thin film photovoltaic production and operation of the project work, strive to in the near future as new economic growth point. Acquisition of multi-metal mining company an effective way to extend the industrial chain, the company will make every effort to do such work.
Large new energy vehicles into the Beijing Yanjing major industrial projects

Recently, major industrial projects in Beijing signing ceremony was held in the capital, hotels, conference hosted by the Beijing Municipal CPC Committee Wang Anshun, Politburo member, Beijing Party Secretary Liu Qi, Municipal Committee, Mayor Guo Jinlong, Municipal Committee, Deputy Mayor Jilin, Gou Zhongwen, Vice Mayor, DING Xiang-Yang and other leaders attended the ceremony.

The signing ceremony, the president of laptop battery wide large group on behalf of Zhongda Group Beijing Yanjing Auto Co., Ltd. signed a new energy auto project cooperation agreement, the agreement stipulated Zhongshan University Yenching projects of new energy vehicles will be built in Beijing R & D, production and 10,000 new energy bus base project. This will enable the thousands of energy vehicles closer to the national industrial policy orientation, but also accelerated the process of industrial scale. On this occasion of the launch of major projects Beijing, Beijing to promote the revitalization strategy for the height of the theme of new industries, energy car will be in thousands of leading technology, rapid pace of industrialization in the autumn in October before the bus lines up in the capital Beijing. Large Group will strive to become the nation's leading bus manufacturers of new energy, new energy for the automobile industry in China has made outstanding contributions to the development.
Shenzhen will build 25 next year, hybrid charging station bus. In order to promote the development of new energy vehicles, recently, the Shenzhen Development and Reform Commission issued the first "pilot programs of new energy vehicles" and "electric vehicle charging system specification", in the future purchase of new energy official car, local governments no longer subsidize; on individuals, social groups and businesses to buy new energy vehicles, given appropriate subsidies.

Municipal Development and Reform said, including the current use of the six already in the hybrid power stations have been established 1X793 in Shenzhen next two years in residential parking lots and shopping malls or high-energy car parking lot, build a new charging station, a total of 25 planning and construction Bus hybrid charging station, charging 2,500 official cars slow pile, 10,000 social and public slow charging pile, 200 social and public fast charging stations to meet the last two years into the 850 hybrid buses to use new energy.

Municipal Development and Reform Commission said in Shenzhen will launch this year 24 000 new energy vehicles. One bus 4000 (3000 hybrid buses, electric buses in 1000), Taxi 2500, official car 2500, passenger vehicle 15 000. 2012, Shenzhen, the direct annual savings of about 109,000 tons of refined oil, fuel costs about 5.8 billion, a decrease of about 146,000 tons of carbon dioxide emissions, reducing emissions of about 1026.6 tons of carbon monoxide,6Y270 hydrocarbon emission reduction of about 81.0 tons and reduce nitrogen oxide emissions by around 135.1 tons.

Approaching cars electric cars enterprise competition for national standards say

States of pure electric vehicles is redoubling its efforts to develop national standards process, the substantial move has started, laptop battery and the news related standards will be introduced during the year. In the field of electric vehicles already one step ahead of the company out of the enormous influence of national standards, through the respective channels are competing voice.

Approaching the national standard electric vehicle

Reporter from the Ministry of Industry and Information Technology informed of electric vehicles in some countries and industry standards have been reviewed. According to reports, 2009 3 to 4 December, the National Automotive Standardization Technical Committee of electric vehicles sub-technical committee was held in Beijing in 2009 working conference. Conference on "pure electric passenger vehicles technical conditions", "Electric Vehicle Battery Size" and seven new energy vehicles national standards and industry standards were reviewed.

It is understood that "pure electric passenger car technology terms" national standard for pure electric passenger car requirements and test methods, the weight of the battery box and installation, vehicle dynamic performance, driving range, power consumption and reliability put forward specific technical specifications for maximum design speed greater than 80 km / h M 1 class of pure electric vehicles. "Electric Vehicle Battery Size" provides for electric vehicle power Nickel-metal hydride batteries and lithium ion power battery monomer and module specifications and dimensions.

Meanwhile, the industry Latitude D830 source said the impact of the industrialization of electric vehicles into the electric vehicle charging interface to the national standard is expected to be introduced in June this year, the current standard discussion paper has been sent for screening national authorities. The Electric Vehicle Charging interface, the drafting of national standards by Tianjin Qingyuan Electric Vehicle Co., Ltd lead, BYD, Chery, Chunlan and other domestic electric auto industry leader to participate. Standard will require rechargeable electric vehicles conduction interface definition, technical parameters, charging mode, function definition and structure size, technical requirements, test methods and inspection rules.

It is reported that the national standard of pure electric vehicles, the fastest in the first half of 2010 will form the framework, expected to launch before the end of 2010. In the pure electric car standard has not yet determined the circumstances, the national standards committee to accelerate the development of charging interface standards, may make the standard before charging station electric vehicle introduced national standards.

At present, the standardization of new energy vehicles in China, whether in progress or on the number of both in the world. The development of standards, to further improve the standard system of new energy vehicles will have new energy automotive industry of China play a positive role in promoting.

The Hai Leibo New Energy Technology Co., Ltd. Deputy General Manager million cars built, said the gradual improvement of national standards,Latitude D820 will produce electric vehicle industry, a huge role in the process. Not only regulates the production of electric vehicles present and the future direction of continued research and development; and electronic control, motor and battery manufacturer of products to provide evaluation criteria.

Enterprise first: a variety of technical line parallel

This reporter learned that the development of Chinese electric vehicle industry, the actual situation is that in the national standards have not yet the case can not be established, each of which by their own R & D and product design, has launched a series of electric vehicle products, and some of have been on the market .

In the last month of last year, the major automobile manufacturers began to power electric vehicles frequently made. Early December 2009, Shanghai Automotive announced on the company to be with the A 123 Systems Hong Kong Ltd. to set up a car battery system joint venture, joint development, production and sales of vehicle battery power system. Zhejiang Zotye cars and Putian New Energy Power Co., CNOOC signed a strategic cooperation agreement, both sides will be pure electric vehicles in the field of strategic cooperation to accelerate the industrialization of electric vehicles, and commercialization. The last days of December last year, hippocampus car plant in its ground-breaking ceremony in Zhengzhou variety of hybrid and electric cars on display. BAI official release of its first electric car brand Beijing BE 701, which car will be small-volume production this year.

This reporter learned that, at present, including FAW, TD175 Dongfeng Group, Chery, Geely Automobile and even the hippocampus, the public, including Thai vehicles, domestic sales of the top 30 of most car companies already have development plans electric vehicle. However, each of the implementation of the battery, motor and charging equipment, technical standards and specifications are not consistent, resulting in a variety of industry development are parallel situation.

The difference only in terms of charge mode, there is a major conflict. Domestic automobile enterprises mainly based plug-in charging mode. BYD is a typical representative of such enterprises. Plug-in charge of business model is charging customers to park in the pile, or battery charging station, 2-8 hours before the full power to continue driving.

But Nissan, Chung Motors Co., Ltd. and Zhejiang Kangdi car companies are represented in the implementation of the "cell-style" this very different business model. To the public Motors, for example, the company sold to customers is not installed the battery electric car, customers need to rent a car after the battery Putian Sea oil. When the vehicle battery is running out, the customer drove the car to the charging stations, to replace another piece of the battery and a battery prior to the closing costs of the actual power use. This mode is more convenient in operation, and the owner pays only the cost of vehicles without batteries, cheaper purchase price.

Car enterprises with greater strength: influence of competing GB

With the "pure electric passenger vehicles technical conditions", "Electric Vehicle Battery Size" and then a series of new energy vehicles Approaching national standards, in product research and development enterprises already one step ahead of the car began to realize electrical car industry, a sign of a new era coming, and try to fight through its own actions PC764 against national standards of voice.

This reporter learned that, because each company has its own in the technical Biaozhun and Kaifamoshi, while the standard Jiang to take a relatively unified technical requirements and product roadmaps in China, so the Final Establishment of the standard will directly affect the company's early investment and Shipi transform their R & D standard, which is the corporate vehicle to influence standards for the right motivation. Currently, the focus was the growing focus on plug-in and replace the battery standards.

The reality is, two different charging modes of conflict to promote the automobile industry the two groups began to "Baotuan attack." August 2009, led by China Association of Automobile Manufacturers, the FAW, SAIC, Dongfeng, Chang'an, Guangzhou Automobile, Beijing Automotive, heavy truck, Brilliance, Chery, JAC and other domestic vehicle companies set up jointly by ten electric car industry Union, and signed the "joint development of electric vehicles, the Platform for Action," joint development of electric cars the standard preparations. In the field of electric vehicles, the Union shall be the main research plug-in electric vehicles and models of commercial standards.

The vehicle in almost 10 companies to form a coalition to promote plug-in standards, by the end of 2009, Zhejiang Condi also CNOOC, China Putian, Zhejiang days to Battery Co., Ltd. and other energy giants reached an agreement, jointly set up the "China pure electric vehicle Industry Promotion Union. " Also wants to form by the League to expand the "change battery" type of business model of influence.

In fact, late last year, the electric car 312-0386 charging stations have established in the country, which is the industry to encourage new energy vehicles as a "booster."

By the end of December 2009, investment by the China Southern Power Grid Construction of the largest electric vehicle charging stand opened in Shenzhen, the first put into use the two electric vehicles and 134 charging stations charge pile. Of which 10.515 million yuan investment into the Grand Canal Centre is currently charging station called "the largest investment area and charging station", the station covers an area of 1092 square meters, can accommodate up to 12 electric vehicles from entering. In addition, the State Grid Corporation on January 14 this year, New Year work meeting, presented 27 cities across the country during the year start building electric car charging stations in strategic planning.

In fact, for fast charging station as well as to influence the course of construction related to the formulation of national standards, feedback from the industry have questioned the attitude of the main opposition point of view that, in the pure electric cars before the promulgation of national standards yet, domestic enterprises are research and development in their own way. By the views of small businesses to develop standards for charging stations, charging stations will be the practical application of results will be compromised, may cause a lot of research and development of electric vehicles can not go two grid charging station for charging.

Electric Vehicle R & D and market risks facing companies

Because electric cars are not uniform industry standard status, car enterprise one hand, competing for the country to show the positive impact of standards, on the one hand there is also worried about the technical line and market risks. Long-term health sector development from the perspective of clear standards and related technologies becoming the voice of the high line.Latitude D620 In China, the development of electric vehicle industry, the core issue still is "hard skills", to grasp the battery, electric control, electrical and other core technologies.

Standard Risk: Corporate R & D Puzzle

"Standard non-uniform electric vehicle industry is a big problem in the development process." BYD public relations manager, said Xu security, take the electric car charging interfaces, if not the national standard as soon as possible, each company engaged in a different, Finally, each caused by a car charger must be equipped with a kind of trouble, like to buy a cell phone with a charger like this is not conducive to the healthy development of the electric car industry, not to mention the battery type, model, etc. Standard problem. This is just the standard uniform may be the result of not one, but this problem can cause great confusion and dissatisfaction of consumers, and affect the entire electric vehicle industry in the commercialization of the road.

This reporter learned that, as the national standard has not yet introduced, which means that the current business research and development of pure electric vehicles have a certain "temporary", if not match with the future national standard, then the company must change its associated production, which enterprises, the cost will be enormous waste. Even more serious is the lack of national standards for electric vehicles, some of the leading electric vehicle research and development company and can not achieve the market in a short time, quite a mixed bag of the electric car companies have begun to emerge. Their lack of autonomy technology, the key components from overseas buying several cars started crying spell, and some even electric car project as a cover to deceive the government at all levels, in order to cash in various financial support.

Industry sources, according to incomplete statistics, the domestic electric car project launched as many as 100 car enterprises, in addition to well-known state-owned and private car companies, and even a lot of cars without the qualification of agricultural machinery production companies have also launched electric car project.

BYD relevant responsible person said that the current project RC107 BYD has invested in electric cars more than 1 billion yuan, hope the Government can clear line of electric vehicles technology and introduce relevant management methods, and hope to rectify the present situation of cohabitation.

The Hai Leibo New Energy Technology Co., Ltd. Deputy General Manager million cars built that interface to the existing battery charging varying standards of different business issues, now resolved still not late. "From the whole industry, is now charging interfaces and standards development and construction process of the charging station to enforce, and finally will reach a uniform standard." Wan said built.

Market risk: the promotion of cost and

Electric vehicle-related enterprises are faced with another huge risk from the cost of electric vehicles and related replicability.

News from BYD Company, founded in 1995, this enterprise has developed into the world, "King of battery", controlling over 60% nickel and 30% of lithium battery market share. In 2003, BYD entered the automotive sector, six years to become China's major car manufacturers own brand. With the accumulation of the battery technology, the end of 2002, BYD Company formally established the Department of the electric car project to begin electric car R & D projects. December 2008, in Ministry of Industry and vehicle access to national directory listing after the passage of the external BYD introduced the world's first independent professional new energy vehicle charging stations --- BYD F3D M.

It is reported that, when the advent of electric cars BYD dual-mode, shook the global automotive industry. Wu Jinglian, the State Council Development Research Center, Chinese Academy of Engineering Vice President Pan Yunhe and so this highly. The technological achievements has also attracted the "Share God," said the American investor Warren Buffett,Y9943 he bought 1.8 billion Hong Kong dollars a 10% stake in BYD.

Regrettably, however, despite its leading scientific and technological achievements, listing the past year, BYD's electric cars are still faced with the embarrassment can not sell. BYD President Wang said, only the Shenzhen Municipal Government and the Hong Kong Special Administrative Region Government purchased 100 F3D M cars as a host of other market order is zero.

The main reason for this situation is that F3D M sells for 150,000 yuan, and the traditional fuel vehicle BYD F 3 the difference of nine million consumers can not accept. Wang said, an ordinary F3 run 100 km, fuel consumption 7 l, 6 yuan per liter basis, the cost of 42 yuan, while the F3D M run 100 km takes 15 kWh to 0.6 yuan per kilowatt basis, costs in nine yuan. That is, although consumers can use the process to 90 thousand yuan to gradually earn back the difference, but it needs to run 300,000 km, which is apparently not attractive to ordinary consumers. Therefore, to achieve the electric car market, industry, we must reduce the current price.

Wang said, in fact, F3D M cost price of about 170,000 yuan, 150,000 yuan is now selling, BYD is selling at a loss, so from a business point of view, BYD not continue to lower prices. To solve this problem, we must rely on mass production, economies of scale to reduce costs.

Competition is the core of technological breakthroughs

Electric Vehicle R & D and market risks companies face behind,Inspiron 640m in addition to the national standard has not yet clear, the core issue is the breakthrough technology and associated costs not yet been settled.

"Our hybrid vehicle batteries and related firms, together, have been operating at the demonstration stage, the relative is relatively mature in technology, currently more than vehicles such as FAW and Dongfeng enterprises and research institutions provided 800 sets of power system , including batteries and battery management systems and structural design. pure electric car battery management system with a similar, but requires very high capacity battery. "Clean Energy Research Institute Co., Ltd. Jiangsu Chunlan technology minister, told reporters Marina De ambition, power electric vehicle battery is the core of the technical level, but the international community including China is still in development and research phase, the battery technology and electric vehicles with the cost impact as a constraint to their commercialization of important factors.

Information, as of now, the world of pure R & D and industrialization of electric vehicles on the breakthrough of billions of dollars already invested, but at this stage the battery, electric control, electrical and other core technical problems still unresolved, the worldwide battery technology has not achieve commercialization of the standard, the current electric cars can not meet people's needs, only as a "city of short moving vehicle" to use.

This reporter learned that, at present, electric vehicles, there are still some bottlenecks with a universal technology: battery charging time is long, bulky, discharge fewer, less efficient electric drive system on a single charge driving distance is short, the overall performance of the battery stability and security also takes time to verify.

The industry that these problems can not be a breakthrough day, electric cars are unlikely to achieve mass production and industrialization, and thus can not reduce production costs, the average consumer to buy electric vehicles would be difficult to increase the enthusiasm.

"Government and business concerns focus must focus on the Chinese side to grasp core technology, the establishment of independent intellectual property rights, and on this basis, to promote industrialization. No response at first to spell out key components from overseas buying several vehicles momentum to create a field 'and Hot', disrupt national strategy overall. "BYD relevant responsible person said.

The Hai Leibo New Energy Technology Co., Ltd. Deputy General Manager million vehicles built also said that at present China's new energy technology R & D line and the car companies and institutions involved in the school lot, in terms of traditional techniques can also be quite the international level . Batteries, motor on the technical terms are no less than Europe and the United States, but the manufacturing process is still far behind. In his view, state and corporate sectors should continue to invest to ensure that our level of new energy vehicles will not lag behind other countries.

In fact, the domestic electric vehicle-related businesses have recognized the existence of real bottleneck core technology, vehicle manufacturers have started research and development of "Partnership Journey", and many multinational automobile giants, home appliance giant, self-battery developers are stepping up research and development, domestic car companies, Inspiron 630m including private enterprises are stepping up their R & D car, expect the car battery breakthrough core technologies.

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To establish long-term development of road standards

People often say "first-class enterprises selling standards, second-rate company to sell brand, third-rate companies to sell products." In fact, for the whole country and the development of the industry, how to seize the initiative through the development of standards, particularly in the domestic industry of macroeconomic planning and the fight for the initiative in international competition, there are also particularly important.

Electric vehicles as a new industry, there is absolutely no international leader, in some enterprises have already made its own efforts, although it can not be said to have reached international advanced level, but in this area, there are competing initiative of the space. This is behind the times in fuel vehicle compared to the Chinese automotive industry, apparently had stood close to the starting line, you can expect a big, long-term strategic layout and therefore short-term tactical arrangements are especially important.
Early last year, China promulgated the "auto industry restructuring and revitalization plan" also pointed out the need for new energy vehicles for the breach, forming 500 000 2011 electric, plug-in hybrid and common type of hybrid and other new energy automobile production capacity. China's auto industry plans expect a new round of technological innovation in the process of shortening and the gap between the world's advanced automotive technology, or even to equal.

And from official sources, China is intensifying the development of national standards of pure electric vehicles, the first half of this year there will be a "landmark achievement", the national standard framework is expected to baked. If no unexpected circumstances, the relevant standard is expected to be introduced this year.

For our evaluation of standardization of electric vehicles, the official view that progress on both or all in the world in terms of quantity. 6T473 Standard will further perfect standard system for new energy vehicles, and new energy automotive industry of China play a positive role in promoting.

According to feedback from business and industry experts, our country at present although the standardization of electric vehicles have the initiative, but can not be said to have made a substantial breakthrough.

Determine the status of industry standards required in a timely fashion, and play the role of commanding the overall situation. Some of our cars enterprises already in the field of electric vehicles to go ahead, the actual investment and the market action has made some of the results, top 30 car companies in recent years have developed various new energy automotive auto show debut.

However, these enterprises are faced with inconsistent standards and inadequate core technology and emerging policy and market risk. National standards, the development will certainly be a number of enterprises with different routes and product specifications, merely "plug-in" and "Battery type" and charged interfaces, and many other aspects, the various enterprises are different.

This in itself has exposed the absence of negative effects of the standard. Since the negative impacts are already visible, it should be removed as soon as possible. Companies are therefore urged to regulate the industry through the development of national standards and promote the commercialization process, the fastest to develop the standards to adapt to such a request.

Experts believe that the standard of the impact of delay on the automotive industry from research and development, production processes and extends to the use of links, Biru, if consumers find that electric Qijujinguan has an advantage in Jieneng, but lack supporting the charge Sheshi up and use very friendly, they be shunned. This in turn will affect the automotive R & D, production and the enthusiasm of pure electric vehicles, leading to a vicious circle.

National standards, but would not want to enter the field of electric vehicles has been based company, which has entered the businesses to adjust their products according to standards to meet the national requirements, but also avoid the many powerful enough Companies rush to electric vehicle project launched confusion. Therefore, the early development of standards to avoid many future problems that may arise, but also more fair and equitable.

However, the actual interest-driven, but also makes the car manufacturers to compete in the national standard developed electric vehicles in the process of influence. The experts, from companies committed to promoting technological breakthroughs, to master the entire independent intellectual property rights and thus promote the development of Chinese enterprises of view, in the standard setting process, the patent should be allowing people who have to have more say in the enterprise. Inspiron 5100 In theory, the new energy industry received the largest share of the chain, also will be those who have already accumulated in the technical aspects of the car a certain enterprise.

Expert:

Electric vehicle standards and patents should be the relative access

Industry experts how to treat the development of electric vehicles the impact of status and national standards? What industry trends to note? In this connection, the reporter interviewed a senior expert in the automotive industry Jia Xinguang.

Jia Xinguang said that the role of national standard electric vehicles will be very obvious, but also will help ease the long-term development of the entire electric vehicle industry. "As in all business lines and development of technical specifications are different, the relevant state standards from the perspective of management of this industry to regulate, for the development of the industry is very important! There is no standard, there is no way to evaluate, there is no way to produce and the market. "said Jia Xinguang.

Jia Xinguang also said that the current electric vehicle industry in China wants to master the standards initiative, involving the most important question is "to form their own patent." "Companies need to seize the patents, but national standards should be and businesses connected to the patent, companies should reap the benefits from the patent and related patents used to develop standards for the entire industry." Jia Xinguang said that the current hybrid vehicles in China in the development process have been found "everywhere Toyota's patents." In the field of electric cars, our auto companies more than the procurement of foreign companies is also key components. "This will be the big trouble!"

"Although we get out of the vehicle, but the battery, motor and other core technologies and patents has been no substantive breakthrough." Jia Xinguang that the electric vehicle industry in China so far, although not in the vehicle side compared to the international backward, but fundamentally,Inspiron 1100 the core technology has not mastered.

Jia Xinguang said the electric car industry in our country there is a certain misunderstanding. "We always want to catch up across, but often catch up to cut corners, many aspects of cross-not in the past, the foundation must be good." Jia Xinguang, if only from the surface, put up the framework, ultimately, the procurement of foreign The core components.