|
<title> Shanghai Automotive hand investment in the U.S. A123 lithium batteries, lithium iron phosphate Huafang Textile Development motive power batteries, Futian first car and Peking University to establish new energy battery co ... ... a time for companies involved in wind and water power lithium battery.
Global Car lithium battery market will show explosive growth, is one of many listed companies competing to grab a major incentive. There are forecasts that by 2014, cars with lithium batteries the size of the market rose to 24.8 billion U.S. dollars will be violent than the 2008 increase 214-fold. Faced with this feast, the investment to seize the opportunities to become a consensus: automobile enterprises have extended the industrial chain to the power battery, power Dell INSPIRON 2500 Laptop Battery production enterprises are reverse with the vehicle manufacturers to carry out strategic cooperation, and new enterprises also want to set foot in lithium battery gluttonous feast of to seek joint ventures to share America's Cup points.
Constraints to gradually break the ice
Reduce emissions and oil resources in response to the dual pressures of an increasingly scarce in most countries the development of new energy vehicles will be deemed to revive its auto industry and energy savings of the most important way, while the reduction in the most stressful, and the United States for promoting the standard-bearer of the development of new energy vehicles. Recently, the United States issued the "Joint Statement", said the two sides will launch in the U.S. electric car initiative, the two countries in the next few years, several 1 million electric cars in use.
The U.S. Highway Administration optimistic forecast, by 2015, the U.S. auto market, about 20% of the number of vehicles for hybrid cars, the market size of up to nearly 300 million. At present, the U.S. market share of hybrid cars is only 3%. Its the same time, predicted that by 2020, the global auto market will have half of the new cars sold with varying degrees of hybrid technology.
In China, released in March this year, "the automobile industry restructuring and revitalization of planning" in the development of new energy vehicles have also developed a broad target - the next three years, China will form a 500,000 electric plug-in hybrid and common type of hybrid Energy Qijuchanneng. By 2012, the new production vehicles, there will be 10% energy-saving and new energy vehicles, new energy vehicles are expected to reach 500 billion yuan output value.
The face of such tempting cake, the domestic automobile enterprises have exposure to them, with a view to the upper hand. Compared with conventional vehicles, new energy vehicle technology gap with foreign countries do not, there is the possibility of overtaking bend, and more have implications for the domestic automobile enterprises to increase investment in new energy vehicles optimism.
Such as Shanghai Automotive, according to corporate planning, in 2010, a comprehensive fuel-efficient 20% of the Roewe 750 in the mixed hybrid cars will be mass market; in 2011, Shanghai GM will launch with the U.S. General synchronized VOLT electric car; in 2012, fuel-efficient more than 50% of the Roewe 550 plug-in cars will be available in volume strong mixing; the same year, SAIC's own brand of pure electric cars have to push the market, truly zero emissions.
It is worth mentioning that the December 6 Changan Benben MINI success of pure electric vehicles off the assembly line, which is China's first pure electric vehicles. Zhi-xiang coupled with a weak degree of hybrid gasoline-electric cars, Zhi-xiang gasoline-electric hybrid cars with moderate, Zhi-xiang Plug-in hybrid electric road vehicles Yuet Cheung, Changan Automobile new energy automotive products line of increasingly improved. According to the plan, Changan Automobile will adhere to the integration of a variety of new energy technology development approach, the early days of hybrid, gas cars, pure electric vehicles as the focus, the progressive development of fuel cell vehicles, hydrogen internal combustion engine vehicles.
In addition, Brilliance Auto, Geely Automobile, Dongfeng and other new energy vehicles have launched their new energy vehicles. Currently, however, are mostly for government agencies and institutional clients to use, does not sell to individual consumers. As the domestic leader in new energy vehicles BYD, though already introduced three electric vehicles, which the end of the listing F3DM originally planned to individuals in October this year, consumer sales, but because conditions are not ripe, has yet to push the personal terminal market.
Analysts pointed out that, in addition to electric cars themselves factors, the current constraints on their main external factors to promote the convenience charge and acquisition costs remain high, but these two constraints are expected to break the ice.
Charging station construction is inseparable from the support grid. National Grid stakeholders to accept an interview with the China Securities newspaper admitted, the electric vehicle charging market space immeasurable, the company is willing to build. In the past two years, there were 10 provincial-level companies in the research and experimental work, the company also conducted a number of large car enterprises cooperation and research, has made a lot of data, is currently in full swing in preparation for charging station building. Is worth noting that the three major oil companies have also shown great enthusiasm and CNOOC are now in the main attack, such as electric cars and charging networks.
The other constraints - high electric vehicle purchase price, analysts pointed out that to solve this problem, in addition to the need to reduce the cost of car prices in itself, but also requires government to reduce subsidies. At present, most countries have subsidies for new energy vehicles, such as the United Kingdom to buy PHEV and EV available to 2000-5000 pounds reward, Japan's electric, natural gas and other clean energy vehicles to give 50% of the tax cut. In order to encourage the development of new energy vehicles, China's financial subsidy policies have also been introduced, such as fuel-efficient hybrid vehicle in accordance with the standard rate of subsidy is divided into five files, the maximum subsidy per vehicle per 50 thousand yuan; pure electric vehicles, cross-subsidization from 60,000 yuan each. However, subsidy policies not yet implemented, the car prices of new energy vehicles will only Purdah to be married. However, this may not make the car stand to wait too long, the country's new energy vehicles supervision of major projects, said Wang Binggang, head of the Advisory Group of Experts on the bus, etc. subsidy policy has been implemented, the subsidy policy is estimated that individual consumers will soon introduced.
The outbreak of the market will grow
Analysts pointed out that with the convenience of subsidies and charging solution, the new energy vehicle market will grow explosively, and as the scale of new energy vehicles rapid expansion of the motive power batteries, motors, electric control, etc. will significantly increase the demand for This is expected to become the next 10 years, the core of industry growth drivers. Among these, the power battery performance of the development of new energy vehicles plays an important role. Endurance, consistency, security, and other indicators will determine the future of new energy vehicles, the pursuit of higher specific energy than the big power, low self-discharge and long service life and safety of a good motive power batteries, becoming an important issue of new energy vehicles.
The current hybrid cars use nickel-metal hydride HP F2024B Laptop Battery technology major, but the nickel-metal hydride battery a number of technical properties such as energy density, charge and discharge speed is close to theoretical limits. The lithium battery has energy density, high-capacity, no memory, etc., are various car makers and battery manufacturers unanimous endorsement of the current national focus on R & D is the lithium-ion batteries.
According to the different cathode materials, lithium batteries are lithium cobalt oxide, lithium manganese oxide, ternary materials, and four kinds of lithium iron phosphate. Shen Wan report points out that comparison, lithium cobalt oxide biggest problem is poor security (150-degree high temperature explosive), high cost and short life cycle; manganese lithium security much better than lithium cobalt oxide, but the high temperature environment The cycle life is even worse (500 times). Lithium iron phosphate because of the high discharge power, low cost (about 18 ~ 30 yuan / ton), fast charging and long cycle life (over 1000), in high-temperature environment, the stability of the high heat (temperature above 300 degrees only security risks), with a good safety performance, and thus the driving force is the best vehicle to use lithium cathode materials. At present, China's car prices introduced models in purely electric vehicles, power batteries are lithium batteries, Chery, BYD are using lithium iron phosphate.
Japan's professional market research agency data show motive power battery market will show explosive growth. Fuji Institute for Economic Research and Statistics, due to environment-friendly vehicles on a global scale are sought after, hybrid and electric cars sells the next few years, the automotive battery market is expanding rapidly. Is expected in 2009 automotive lithium battery shipments will amount to ¥ 10,400,000,000 in 2008, based on double to 250 billion yen, but by 2014, the market size will rapidly expand to 2.25 trillion yen ( approximately 24.8 billion U.S. dollars), is about 215 times in 2008.
Shen million, the report also pointed out that the motive power battery market space for China's future will show a 10 times growth: in 2012 the new energy vehicles 1 million, if the nickel-hydrogen batteries accounted for 70%, Price 25,000 yuan / Taiwan, lithium batteries accounted for 30% of the , Unit 50 thousand yuan / Taiwan, in 2012 the capacity nickel-hydrogen battery market will reach 17.5 billion, the lithium battery market capacity will reach 150 billion yuan, the global market scale will reach several hundred billion dollars.
Listed companies scramble to gold
Faced with such a large motive power battery market cake, listed companies have invested in the United States share a view to sub-cups, while the car has a vehicle factory enterprises has become an important promoter.
The battery started to do in order to turn the car BYD Li-ion battery market in the power of natural show off their capabilities. In August of this year, BYD electric vehicle battery production base in Huizhou in Guangdong completed its shoulder BYD electric vehicle core technologies - lithium battery production tasks, it can be carried out large-scale production of lithium batteries.
Coincidentally, in order to obtain technology leadership, a stable supply of battery power system, in the passenger area of new energy to accomplish something Futian car, also 10 at the end with the domestic well-known lithium battery manufacturer Peking University first technology industry set up the Beijing Automobile Investment Co., Ltd. invested new energy Battery Technology Co., Ltd., Futian Automobile invested 10 million yuan, accounting for 10% of registered capital.
More noteworthy is that, 12 17, Shanghai Automotive lithium iron phosphate batteries and mastery of the core technologies of the U.S. A123 Systems Inc. jointly announced that the two sides will set up in accordance with the proportion of shareholding 51:49 Shanghai Czech Republic, New Power Battery Systems Co., Ltd., joint development, production and sales of vehicle battery power system with a view to occupy the leading position in the market. The move also marks have been "all thunder and no rain" into the domestic large-scale models of new energy vehicles take solid steps.
In the vehicle factory, while an extension to the lithium battery, lithium battery production enterprises are also actively cooperate with the automobile business. CITIC Guoan and Japan's Toyota on the lithium carbonate and lithium salts series of downstream products, particularly the application of new energy co-operation signed a "letter of intent." CITIC Guoan designated Japan as a sole agent in Japan, and the Japanese side not less than annually a certain amount of lithium carbonate products. Since then, October 20, Fosugufen to increase in the lithium-ion battery separator market position and level, decided to have a steady hand in BYD on market demand and broad market prospects for the development of Foshan Jin Hui Hi-tech companies raise capital, to expansion of lithium-ion battery divide the project, so as to enhance the company's overall competitiveness.
In addition, Jiangsu Cathay Pacific, China Bao'an and a number of listed companies are also gold lithium batteries. Overall, Shanshangufen has formed a relatively complete industrial chain, the company has from a single Li-ion battery anode material started, one after another to build lithium battery cathode material, electrolyte IBM THINKPAD T42 Laptop Battery materials, such as a complete production line, has become the country's largest Lithium-ion battery materials supplier.
Related Articles -
laptop, battery,
|
