Good Battery

October 31, 2009

Battery Planet

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Imagine that one day, the earth has been super-power and solar thin-film batteries wrapped up, and the same as the plant, through photosynthesis, will be able to meet their own and their activities for life on all the necessary energy. This idea too, “Arabian Nights”? Read the following message you may change their attitude, maybe we are from the earth into a large battery on the day did not think, so far away!
 
Despite the recession and oil prices fell, but just the last in 2008, the EU’s clean energy strategy or a great step forward ─ ─ established super-grid construction program, which is renewable energy industry is a significant positive . A spokesman for the British Wind Energy Association NickMedic as saying: “This will mean little if the United Kingdom of wind, let the wind over the German coast.” While in North America, although not yet issued a similar super-power program, but the Obama also demonstrated for electric vehicles, clean energy, a soft spot. There is “innovation engine,” said the U.S. universities, clean energy technology innovation is in the ascendant, challenges our imagination.

Solar cells everywhere

University of California, Los Angeles, researchers hope that the future solar cells purchased from the hardware store, like paper-paste it into any place you want to paste.

Recently, one of their study that vision a step forward. University researchers in their research report, described a new polymer material, it is compared with previous materials, greatly increased the ability of solar energy absorption and transformation. Silicon-based solar cells with past differences in the molecular structure of this material, carbon atoms instead of silicon atoms, and significantly improved optical performance. This includes silole polymer molecule can be crystallization, it has become a highly efficient solar cell component potential. 

Even more exciting is that this new material, light weight, low cost, than traditional silicon-based solar cells, they are both cheap and environmentally friendly. This is so, like many plastic products, as can be applied to packaging materials and low-cost products, such as heat insulation device, pipe, household products and toys. Fellow CHEN Xiangyu (sound) said: “We hope that one day solar cells as thin as paper, can be attached to any place you want to paste!” Professor Yang Yang said: “We hope that it applied to a wider area, while the is not limited to installation on the roof. Imagine, houses and cars are covered with flexible solar film installation and removal, and the supply of energy for them. so ubiquitous solar cells is our dream. “ 

In fact, this polymer plastic solar cell technology has been in existence for years, but their effectiveness has been low. Yang Yang group reported that the photoelectric conversion rate of this material to reach 5.1% in the laboratory, and in a few months later, it sent them up to 5.6%. Professor Yang, another team of researchers Hou Jianhui (sound) said: “Our vision is to increase the efficiency of solar cells to over 10%. We are aware of the potential.”

Professor Yang introduced earlier in the polymer synthesis process is very complicated. We can simplify the process, making mass production easier. Therefore, this study has been Solarmer energy companies and the University of California found that the sponsorship of fellowships. Solarmer energy companies recently received the mandate of the University of California at Los Angeles, is committed to the commercialization of this technology.

Photosynthetic energy storage 

Nature, photosynthesis of green plants depend on solar energy conversion will be available for their own use of energy, whether humankind can simulate this process, the daytime but there is no use of solar energy stored up in the evening re-used?

Massachusetts Institute of Technology Daniel Nuo Keya and Mase Wei Buchanan, inspired by plant photosynthesis, the development of a solar water down into hydrogen and oxygen process. Followed by hydrogen and oxygen combined in fuel cells, so that you can regardless of day and night to produce carbon-free electricity, the supply of residential electricity, or electric vehicles.

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The development of lithium car is a strategic choice to address the financial crisis

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The development of lithium-ion battery electric vehicles (hereinafter referred to as lithium-electric cars), not only to power on behalf of the oil, reduce greenhouse gas emissions, but also save electricity grid Valley, serve three purposes. China’s development of lithium-electric cars, not only competing with developed countries, the technological advantages, developed countries do not have the resource advantage and market advantages. A new breakthrough in lithium-ion battery electric vehicle has made the cost of greatly reduced, the performance has greatly improved, market-oriented in sight. Rapidly advancing the industrialization of electric cars, lithium is in line with the strategic choice of China’s national conditions. Lithium-electric cars in China in the fierce international competition in a rare historical opportunity. Lithium-electric cars will bring about a “energy revolution” and the “industrial revolution.”

The development of the strategic significance of lithium-electric cars,

With lithium-ion battery-powered electric vehicles have become a hot spot in international competition. The mainstream of the international auto companies such as Ford, General Motors, Nissan, Mitsubishi, Mercedes-Benz and Chevrolet, etc., will be launched in 2009 and 2010 based on the lithium-ion battery electric vehicles. Many experts believe that lithium-ion battery is like today, like the strategic importance of oil. For this reason, 14 U.S. companies to invest 1 billion ~ 2 billion U.S. dollars to build a lithium-ion battery factories in the United States producing lithium-ion battery, an effort to develop lithium-electric cars. Americans say that “If you are in China, they lose control.” ( “The Wall Street Journal”, 2008.12.17)

In recent years, the rapid development of China’s automobile industry has become the world’s fourth largest auto producer and third largest auto consumer. According to the State Council Development Research Center, estimates that car ownership in the country in 2010 will reach 56.69 million by 2020 up to 131.03 million. Motor vehicle fuel demand 138 million tons respectively, and 2.56 million tons, the country’s total oil demand for the year to 43% and 57%; that is, cars will have to “take” about half of oil. How to meet the automotive demand for oil is related to national energy security a major problem. Great efforts to develop lithium-electric cars, electricity on behalf of the oil, is to ensure China’s energy security, strategic measures.

At present, the world’s greenhouse gas emissions continues to rise, carbon dioxide emissions, 25% comes from motor vehicles. In China, the vehicle emission pollution has become an important factor in urban air pollution. China’s carbon dioxide emissions, ranks second in the world will soon be living in the world. The pressure of carbon dioxide emissions will be growing. Lithium itself is zero-emission electric cars, the development of electric vehicles can significantly reduce harmful gas emissions.

By the end of 2007, China’s power installed capacity has more than 700 million kilowatts a day, the low power about 9.2 kilowatt hours, for 30 million ~ 40 million lithium rechargeable electric cars. By 2020, installed capacity will be more than 900 million to 10 million kilowatts, low power will be more than 1.2 billion kwh. Wind power and photovoltaic electricity is not a continuous power supply, the need to address the problem of electrical energy storage. Lithium-electric cars, for distributed energy storage systems, storage efficiency up to 90%, far higher than the pumped-storage power plant efficiency (70%).

China’s development of lithium-ion battery electric vehicles advantages of

Electric cars can be divided into three types: fuel cell vehicles, hybrid and pure electric vehicles.

Fuel cell vehicles is the initiative of the proton exchange membrane fuel cells, auxiliary power is a lithium-ion battery. Because hydrogen production, storage and transportation problems yet to be resolved, coupled with hydrogen fuel cell itself, the system complexity, the difficulty of hydrogen infrastructure, limited resources, as well as platinum high cost, used in electric vehicles obstacles, a long time. Hybrid active power is the internal combustion engine, the battery is only when the recovery vehicle deceleration energy can not be outside the charge. Hybrid cars for fuel efficiency and environmental protection at this stage, there is a certain positive significance. Hybrid is the recent transition to market-oriented options. However, from the perspective of development of automobile industry, hybrid technology is highly complex, the core technology of China’s automobile industry has been lagging far behind is a tremendous challenge. China’s hybrid economy in technology and with Japan and the United States and Europe do not have the competitive advantage.

As the lithium-ion battery technology advances quickly, battery cycle life over 1,000 times less than the cost per kilowatt-hour battery 3,000 yuan. If you install the 24 kwh electric car battery, a charge driving range of more than 200 kilometers, lithium electric cars in 10 years, electricity cost of about 10,000 yuan. Conventional fuel vehicles in the 10-year cost at least 80,000 yuan refueling. Even 10 years to replace a battery, the use of cost to spend 72,000 yuan, a total of 82,000 yuan. The use of two cars cost the same, Moreover, changing the battery pack down there is an initial capacity of 70% ~ 80%, can be used as a static energy storage.

Only lithium-ion battery-powered pure electric vehicles is in the fierce international competition in China in a rare historical opportunity. As a well-known consulting firm conclusion: through the development of electric vehicles, “China is likely that in the global auto industry came in the third world in terms of the technological revolution.”

(1) resources

Li-electric cars, the major key components of a lithium-ion power batteries and permanent magnet synchronous motor. China’s development of lithium-electric cars, in terms of resources has a unique advantage.

Lithium-ion battery source of raw materials in our very extensive. China is the world’s lithium resources, power, especially in salt lake in Qinghai and Tibet, a large number of lithium resources, the development of Salt Lake not only for low-cost lithium-ion battery to provide raw materials, but also conducive to the development of the western region. At the same time, manganese, iron, vanadium, and phosphorus-rich resources in China are. Permanent magnet synchronous motor with a small size, light weight and high efficiency characteristics, but China is a big country of rare earth permanent magnetic materials for lithium-electric cars, provided the material guarantee.

(2) technical superiority

China’s low-power lithium-ion batteries already in industrial production, the formation of a complete integration of upstream and downstream industry chain, battery products than the world market, 1 / 3 of the three pillars of Japan and South Korea has become a trend. Lithium-ion power battery technology has reached the international advanced level, industry conditions has been basically mature, and equipped to participate in international competition strength.

Of pure electric bus transit system, key technologies and the application of projects, establish and perfect the theory of pure electric passenger car design and development process and platform to solve the electricity system, the second insulation problems; large-scale application of high-energy lithium-ion battery to solve a series of core technical problems. Independent research and development production of the world’s largest lithium-ion barrier-free electric bus in the central area of Beijing Olympic Games to operate successfully, there was no anchor failures.

(3) market advantage

China’s huge population and the distribution of highly concentrated, suitable for the development of small vehicles, electric vehicles for the lithium-industrial development has created market conditions.

Consumption habits is to determine the electric cars on the market an important factor in the feasibility of our people for the requirements of automotive comfort is far less critical of the Americans and extravagant, most people expect of private cars can still sheltered, flexible control, be able to own cars on it.

(4) The Government’s financial and material resources is relatively easy to start charging infrastructure investment

China has independently developed the world’s largest building of a modern bus charging station for 50 Olympic games of pure electric passenger car to provide quick replacement of vehicle battery charging and centralized services for a reliable and stable operation of vehicles, provided a strong guarantee. Has charged the construction of infrastructure facilities has accumulated valuable experience.

(5) to develop lithium-ion battery electric vehicles internal combustion engine technology to make our country the loss of retirement assets is very limited in comparison with the West

With the traditional auto industry ripe for the developed countries, China’s development of lithium-electric cars, commercial barriers to be much smaller. The traditional automobile industry developed precisely what we will develop new lithium-electric cars, the advantages of traffic patterns, you can more easily move forward with ease.

The development of lithium-ion battery electric vehicle road map

China’s lithium-ion battery electric bicycle and electric motorcycle without the government investment is entirely by the market to develop. In 2007, began to mass adoption of electric bicycle lithium ion battery. Lithium batteries in the next few years, more popular electric bicycles welcome. This lithium-ion battery technology to mature, but also for the development of electric vehicles has accumulated valuable experience.

Reference Plug-in hybrid electric vehicle concept, the development of lithium-ion battery-based power, oil for the auxiliary power of “petrol” hybrid vehicles, Off the beaten track in line with China’s national conditions take the road of development by leaps and bounds. Apart from such a car outside a small internal combustion engine equipped with 10 kwh lithium-ion battery, electric charge can be low.

Battery-powered 60 to 80 kilometers, for the vast majority of large and medium cities in China users to work without a drop of gasoline, will bring China’s large and medium urban transport basic electrification. A small internal combustion engine, can be extended mileage, which overcome the pure electric car continued driving a short distance restrictions. In the infrastructure is not yet perfect, “petrol” hybrid vehicles have certain advantages, but this is only a transition.

Big city buses and taxis, and government agencies is the replacement car market of choice for lithium-electric cars. With lithium-ion batteries to reduce the cost and performance improvement of 5 to 10 years of pure electric vehicles can be industrialized.

Advice

The Government should develop “Lithium-ion battery electric vehicle industry” development plan and put forward for the lithium auto enterprises preferential policies to encourage SMEs to participate in lithium automobile industry as soon as possible to develop lithium-norms and introduction of electric cars, electric vehicle market access policy.

To take measures to encourage the purchase of lithium-ion battery electric vehicle: the first city buses into lithium-electric cars. Provides government agencies and institutions as well as the taxi company’s new cars purchased for the lithium-electric cars; cancellation of the purchase taxes, subsidies, fee reductions, preferential parking in the downtown area, etc.;

The establishment of charging and other infrastructure: from the State Grid Corporation, PetroChina and Sinopec to build electric vehicles in the domestic charging stations and develop a variety of user-charge services; universal TOU electricity pricing, and opened the gap between peak and valley price;

Arrangements 20 billion to support lithium-ion battery and other key components of the research, development and industrialization demonstration, as soon as possible the full integration of upstream and downstream industry chain;

Reduce the construction of pumped-storage power plants, electric vehicles using lithium-ion rechargeable batteries scattered, with subsidies to construction cost savings lithium-ion electric vehicle to consumers;

Encouraged to lithium-ion battery electric bicycle and electric motorcycle development, introduction and improvement of technical and performance specifications.

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United States and the development of new renewable energy “nuclear batteries”

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Distributed power generation from hundreds of independent, use of renewable energy and clean energy as fuel for power generation system components. Distributed power generation system has the advantage of power generation systems close to the user, reducing the cost of power transmission, so it’s short construction periods, high efficiency and low cost. From the reliability of its strengths manifested in, if a generator fails, will not affect the stability of the entire power system. Therefore, many people, especially those environmentalists that the distributed power generation approach is the future of electricity production to sustainable development. 

In the near future, distributed generation system may be ushered in new members. New Mexico Power Company to use los Haipo Long? Alamos laboratory licensed technology to develop a small nuclear power generation device which working life is five to 10 years, power generation capacity is 25 megawatts, equivalent to simultaneously power supply for the 20000 family. Hai Po Long’s call it a small nuclear device as “nuclear batteries.” The company plans to sell 30 million U.S. dollars “nuclear battery” products, the company expects 2025 sales of 4,000 units.  

Hai Po the Dragon “nuclear battery” weighs about 15 tons, height of about 2 meters, the size of a small house. “Nuclear Battery” technology is based on the design of TRIGA reactor, TRIGA is a training, research, isotope, GM, Atomic 5 in the English alphabetical prefix abbreviation. TRIGA first built 40 years ago, mainly for school teaching, at present there are still 23 runs TRIGA around the world. TRIGA use of low-enriched uranium hydride as fuel, this fuel can not be used in weapons production, nuclear fusion accident will not occur, so the reactor does not need to confined Concrete Construction. 

The main advantage of hydrogenated uranium fuel can be self-cooling. In the hydrogenation of uranium temperature exceeds 550 ℃, it will release its hydrogen atoms, hydrogen will be out of the core, there is a specially designed reactor storage tray. Fuel is lost when the hydrogen atom, its temperature naturally reduced, reduced to a certain extent, the fuel will retrieve from a storage tray hydrogen atoms. Throughout the reaction process by its own control, can not happen chain reaction. Reactor run-time as a lung at work, just exhaled and inhaled the hydrogen atoms in the exhaled and inhaled the process to maintain the reactor temperature in a range fluctuate. 

With the currently available commercial nuclear power plants compared the size of the Canadian CANDU 48 times more than its big, France, Framatome of the pressurized water reactor 64 times more than its great. Compared with these large-scale nuclear power plants, “Nuclear Battery” has the advantage that it does not involve huge Concrete sealed buildings, cooling towers and power transmission facilities, and does not require water cooling. Therefore, nuclear batteries in more remote places, such as military bases, islands, oil sands mining and so on have a more broad application prospects.  

At present the company has received orders for 100 device’s intention has been to determine the value of 20 billion U.S. dollars of orders. According to “Toronto Star” report, Canada’s oil sands mining industry is a “nuclear battery” device is one of the first target market. Oil sands mining and refining require large amounts of electricity, is currently rely mainly on natural gas, producing a large number of greenhouse gas emissions oil sands mining industry faces the biggest environmental problems. The use of “nuclear batteries”, it will greatly reduce the exploitation of oil sands greenhouse gas emissions. Canada and France have been manufacturers of nuclear power technology to the oil sands mining is also promoting its nuclear power system. However, Hai Po Long “nuclear battery” system because of its small size, small investment, subject to oil sands mining industry of all ages. It was also reported in Eastern Europe an energy investment company has signed with the Long Hai Po 6 sets of nuclear batteries to buy a letter of intent, follow-up will also purchase 50 or more, the company plans to these “Nuclear Battery” is installed in Romania and the Czech Republic. Hai Po Long is currently the U.S. Nuclear Regulatory Commission to apply for manufacturing licenses, the company plans to start in 2013 for commercial production. 

However, the “nuclear battery” is also cause for concern of the Department, each of the nuclear cell nuclear waste generated is equivalent to the size of a football. How to deal with its nuclear waste? How to prevent a terrorist attack? In this regard, Haipo Dragon Company believes that the reactor volume manufacturing is conducted in a safe place, the factory closed at the time of the state, use the flat-bed trucks to send in Angola, under the protection of their transport to customers. The customer premises will be designated the “nuclear battery,” buried in a 3 m underground, and then it began to run the work, and rarely require manual intervention. “Nuclear Battery” is equipped with many sensors, the company headquarters can be installed to run all the “nuclear battery” the implementation of real-time telemetry monitoring, on-site also has monitoring equipment. According to the different power consumption, “nuclear battery” can be run in the ground five years to 10 years. Can wait until the end of life, the company will ship it back to a central plant for recycling, if possible, can also be reused after treatment.

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October 29, 2009

Battery plate devaluation car battery power

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The recent performance of the battery plates are very active in the Torch High-tech (600,872), China Baoan (000099), Veken essence (600,152), Section power far (600,478), Tibet Mining (000,762), CITIC Guoan (000,839), Jiangsu Guotai ( 002,091 other stocks soar straight Festival, or far exceeding the market index, especially in Jiangsu Guotai in 4 months, a period of less than 4 yuan from the highest stock price rose to 16 yuan, 14 yuan is still more than, or close to 400 %! Wednesday callback broader market depth increases with a fall of 4.72%, while most of the battery plates stocks rose slightly in the high-Ju (600,872) more by daily limit to close at a demonstration of the strength of the plate stocks, the battery plate will no doubt be a rebound Pioneer. Since Buffett to buy stake in BYD ignite new energy battery plates, the battery plates become the new market stocks chase object, in particular, lithium battery plate of stir-fry stocks also are subject to the market, currently on the market for new energy battery pursuit of the concept is not only for the fascination with Warren Buffett, more importantly, is the new energy batteries, especially lithium batteries behind the prospect of a huge industry. 

Take lithium batteries, lithium-ion battery currently liquid lithium-ion battery (LIB) and polymer lithium-ion battery (PLB) categories. Among them, liquid lithium-ion battery is the Li + intercalation compound as the positive and negative secondary battery. LiCoO2 cathode using lithium compounds or LiMn2O4, negative use of lithium – carbon intercalation compounds. Lithium-ion batteries as a result of the high voltage, small size, light weight, high energy, no memory effect, no pollution, little self-discharge, long cycle life and is ideal for the 21st century energy. Lithium-ion batteries for its unique performance advantages in portable appliances such as laptop computers, cameras, mobile communications are universally applied. At present the development of large-capacity lithium-ion batteries in electric vehicle to start a trial, expected to become the 21st century, the power of electric vehicles, one of the main driving force, and a satellite, aerospace and energy storage aspects applied. For its future market prospects are very broad. 

In the beginning of this year introduced the revitalization of the central auto policy, the central financial subsidy funds to support energy conservation and new energy vehicles in large and medium cities in the promotion of this model is more content added to this theme of a strong policy context. In the current financial subsidies in support of electric vehicles is the main subject of one of the prospects for car batteries can be described as infinite, while shares of Buffett’s BYD to buy, also mainly for the recognition of the prospects for car batteries, Tongji Science and Technology (600,846) (600,846) is is a strong provider of automotive batteries listed companies: The company with the Chinese Academy of Sciences Shanghai Institute of Organic Chemistry, Shanghai Science and Technology Co., Ltd. established in Section Shenli Tongli Chemical Materials Co., Ltd., the company has developed proton exchange membrane fuel cell electric vehicle manufacturers. Fuel cell vehicles based on hydrogen as a fuel for new cars. It uses hydrogen and oxygen from the atmosphere in the lessons carried out response to generate electricity and provide energy for high-torque electric motor, drive vehicles, move forward, its emissions only in the water, it is truly zero-emission vehicles. The move into the 21st century energy revolution the biggest bright spot is China to solve energy shortages fuel vehicles an effective way to enjoy broad prospects. Statistics show that the proton exchange membrane fuel cell (PEMFC) is a kind of hydrogen and oxygen in the air generated by catalytic reaction with water and release electrical energy technology, with advantages of high efficiency and environmental protection. PEMFC application prospect, the market has great potential for industrial upgrading, environmental protection and sustainable economic development are important, this technology has been the United States, Canada and other developed countries identified as first choice for the 21st century clean energy systems. In the battery unit in Tongji Technology (600,846) is the smallest gains have been seriously neglected, afternoon will be more explosive, it is recommended attention.

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The battery industry: plate record highs Quest “Magic Gourd”

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 Battery plate record highs, as if the fairy tale in the “Magic Gourd”, capacity is unlimited, boundless power, come not at all tasks are more demanding. Expert seminar on the battery in the organization, we also think, and then to issue such reports is a bit out of date then? Think, it is precisely at this moment, standing at a different point of view, may be more useful to investors to understand the entire battery industry chain.

We do not particularly novel point of view, but through different point of view of our previous conclusions Ying-card.

Battery performance comparison and application fields of view, power battery applications key point is to achieve industrial production must be followed to reduce the use of cost efficient.

By the application domain and the downstream demands, except electric vehicle, the other downstream industries can not be optimistic about the short-term demand growth, while the hybrid vehicle application of the still very small, and thus the batteries of short-term sales growth should be cautious.

From the material composition of various types of batteries, we will be the forefront of business related industries sorted out, compared to a business advantage, a listed company.

The forefront of the battery by domestic enterprises of geographical distribution, to a certain extent, China’s battery industry is labor-intensive. Access to power battery industry, for financial strength, technical capacity and equipment requirements of the degree of automation will greatly enhance the enterprise is not a breakthrough can be achieved overnight.

From the battery industry, the profitability of every link of view, the different segments of the manufacturing industry were presented the characteristics of extractive industry characteristics, characteristics of access to resources, the profitability of different segments of the pros and cons can still show a slightly related to the key link, which should be investments tend to focus on, that is what we have been configured in the portfolio concentrated in the battery material reasons.

However, for different battery materials, there are significant differences in barriers to entry, we will be in the “technical articles” in detail. Look at valuation, we can say is “cautious.” May be wheeled to a certain extent will continue, we believe that the optimal choice of investment should be a little waiting to be “get to the bottom.”

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New battery hot new energy vehicles, “his breakthrough”

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New battery hot new energy vehicles, “his breakthrough in” Time :2009-2-21 Source: China Battery Industry Net financial crisis in the context of the new energy industry has been given to promote economic growth expectations, faced with opportunity for development. New Energy With its clear vision and strong pulling effect on the economy, in the major economies to stimulate economic plan were placed in an important position in the world is expected to accelerate the establishment of the new emission standards will have an enormous demand for new energy sources. 

China’s nickel-metal hydride batteries and lithium battery industry has increased steadily. Nickel-metal hydride batteries and lithium batteries occupy the dominant position of the new chemical batteries. Gradually replace conventional batteries as well as downstream demand in the context of steady growth, Ni-MH battery will be steady growth; lithium power technology breakthroughs and 3G mobile phones, electric bicycles, and other portable storage devices prompted the rapid development of lithium power industry. 

Solar photovoltaic cells will be growing very fast. As the most important renewable energy, solar photovoltaic cells has been significant development. We expect the industry’s future will be more than 20% of the rate of rapid growth. 

Hybrid electric vehicle (HEV) is the future of new energy vehicles mainstream. National Automotive Industry Development Plan clearly state in 2009 began to provide financial subsidies to support the large and medium cities of the demonstration and popularization of new energy vehicles, new energy buses are most likely the first to benefit. HEV batteries for power is the core component of the current 80% of the HEV using nickel-hydrogen batteries. Nickel-hydrogen battery industry will benefit from the rapid growth of HEV industry. At the same time, lithium batteries as the industry recognized best HEV battery types, long-term will benefit from the rapid growth of HEV. 

  Valuation and Investment Strategies: The new energy sector will become the market long-term focus areas of concern. We are optimistic about the nickel metal hydride battery-based long-term development of leading enterprises; optimistic about production techniques with a lithium iron phosphate lithium power enterprises; in the field of solar photovoltaic cells, promising a complete industrial chain of the industry, companies with high market position; in the new energy automotive industry, we are optimistic with its own intellectual property rights and the state’s industrial policy asset business. We have given new energy industry “overweight” rating.
 

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October 28, 2009

The battery industry: the gap between technology and manufacturing

We have been thinking about, what is the force driving battery development of the industry? We believe that every time the application of new materials so that battery performance has been a qualitative leap, each anode and cathode materials and electrolyte also contributed to improvements in the quality of the battery will have a certain margin improved. 
     
History of the battery, it is a history of materials, advances in technology. Quantitative improvement of technology to make the ibm laptop battery, the invention of new materials to promote a qualitative change in the battery. Can be expected that the use of elements containing lithium conductor materials (ionic compounds, polymers) as the electrode material is the best choice for high-energy batteries, just that, multi-element lithium-ion compounds found necessary material technologies continue to progress.

Enhance the energy storage potential, improve energy density, which has always been the battery technology continues to develop the concept of one of the most direct. However, the perfect person does not yet exist, especially for high power and high energy is difficult to have. Moreover, we will find that different products have diverse needs of the ibm thinkpad r50 battery

Thus, the development of battery materials is also diverse. 

Comparison of the appearance of performance, security, price, life must be taken into account are the indicators that determine whether certain types of batteries widely used. Because, lithium-ion battery provides superior performance, different cathode materials for lithium-ion ibm thinkpad r50e battery to meet the cost differences in different applications market demand, therefore, the formation of lithium-ion batteries for other types of cells almost completely replaced the trend.

Although, we have the impression that the battery manufacturing labor-intensive, but the ibm thinkpad r50p battery industry chain from the point of view, is also a technology-intensive, especially in resource extraction processing and preparation of cell materials more involved in materials science. Through the icons lead-acid batteries, nickel-metal hydride batteries, lithium-ion battery manufacturing process of the main link, we pointed out the direction of development of the domestic battery industry and technical bottlenecks.

The industrialization of the battery, China and Japan, there is a considerable gap between the United States, which ultimately can be reflected in the materials technology industrialization gap between the domestic and foreign. In our view, to rely on ibm thinkpad r51 battery materials imports, small-scale manufacture of single cells are mature; however, even if the battery materials to solve the problem, large-capacity high-power battery pack design and manufacturing continues to face many problems, which is the electric vehicle power battery technology requires a key breakthrough in technical difficulties. 

From the perspective of the development of China Battery enterprise transformation, lithium-ion battery industry competitive in the market to a large extent depends on the accumulation of long-term development of technology, rather than pure capital investment, and similarly, lithium battery cell materials have a high technical barriers, the small sub-industry leaders who are mostly early entry into the industry. However, the small-scale lithium-ion ibm thinkpad r52 battery business and technical threshold is very low, the influx of a large number of small players that the trade margins to decline rapidly.

October 27, 2009

Sanyo Electric plans to use rechargeable batteries hybrid output

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Sanyo Electric has held the car in its business strategy with the rechargeable batteries Forum announced the hybrid (HEV) and plug-in hybrid (PHEV) with the rechargeable batteries expansion plans.
HEV lithium-ion rechargeable dell laptop battery, Sanyo Electric Co. in 2010 prior to the establishment of 1.1 million per month supply of cell structure. In addition to the March 2009 to import the plant Tokushima 100,000 per month No. 1 cell lines, but also scheduled operations in Western Canada, the new No. 2 production line, in the 2010 year to one million per month cell system mass production.

In addition, the Sanyo Electric will be in 2010 in Western Canada, new business for the mass production PHEV battery cell production lines No. 3 and from 2011 began to establish the monthly production capacity 300,000 ~ 400,000 cell supply system. PHEV dell inspiron 1100 battery cell with a current capacity of 20Ah. Sanyo Electric plans to build 2015 units per month 10 million battery-supply system, is expected to total investment of approximately 800 billion yen.

HEV Ni-MH rechargeable batteries, due to Honda’s “Insight” and the U.S. Ford’s “Fusion Hybrid” and “Mercury Milan Hybrid” and other HEV sales momentum is good, so in 2010 will increase to three million battery units per month. In addition, business will be in Western Canada, the new battery pack assembly. As for overseas production, although the cell to the production in Japan, the premise, but in 2012 the assembly after the dell inspiron 1150 battery pack from Europe and the United States began to promote the localization process.

October 26, 2009

Power Li-ion battery technology barriers: lack of communication and analysis of listed companies

According to the Investment Adviser Lee Sheng-mao auto industry analyst noted that with the gradual promotion of new energy vehicles, the future demand for power lithium battery materials will be detonated. Li-ion battery from the positive and negative electrodes, electrolyte and polymer separation membrane composition, divide the Department of Li-ion materials technology, the highest barriers to a high-value-added material, gross profit margin is usually 70% or more, accounting for 20-30% of the cost of lithium batteries . Accordance with the terms of a car can be used in 1000-2000 m2 membrane, while the company’s current production is only enough to meet the demand for cars 10000, expanding space is very large.

At present, the domestic companies able to produce membrane only star-source technology, Jinhui High-Tech 2 technology is relatively mature, including star-source technology attached to a listed company Fosugufen, divide the market is currently a serious shortage of supply, hp 346970-001 battery,hp 367759-001 battery,most of the dependence on imports, markets are by the Japanese Asahi Chemical Industry, Tonen Chemical, and the United States Celgard dominate. Membrane with a typical “high-tech, high-capital” characteristics, and the project cycle is very long, the investment risk greater enthusiasm for investing in domestic enterprises is not high.

Fosugufen: It is a modern industry, agriculture, science and technology, transportation, communications, construction and other areas of new materials, high-tech enterprises, the main production and operation of all kinds of plastic film and composite packaging materials, leather, plastic woven composite products, construction and optoelectronics, decorative materials, and other functional polymer materials, such as five series of new products. 

In 2006, BYD Fosugufen co-financing with the 2.81 million U.S. dollars, set up Foshan Jin Hui Hi-Tech Optoelectronic Material Co., Ltd., which Fosugufen accounted for 55% of the shares. It is this company, it would Fosugufen and BYD conceptual link up. At present, the domestic annual demand is about 130 million square meters, while Jinhui company to 1,200 million square meters. Jin Hui Hi-Tech manufacturing biaxially oriented polypropylene (BOPP) film, biaxially oriented nylon (BOPA) films, biaxially oriented polyester film (BOPET) film Fosugufen involved in lithium hp f2024a battery,hp f2024b battery due to isolation film production.

Nevertheless, Jinhui company’s annual 12 million square meters of membrane, which is used in the car on the little battery power, most of the battery is still used in communications. BYD, including sales to the membrane, it is mainly used in mobile phone use lithium batteries. Financial data show that the establishment only three years, Jinhui company profits showed strong growth trend in 2008 has brought Fosugufen million profit in 2000. Clearly, despite the prospects for the development of new energy vehicles are very broad, Jinhui companies are also battery separator technology to conduct research and development,

Fosugufen counterparts in the membrane is also up to share King. Largest shareholder in Shin-tat-tat of shares in the Technology Innovation Group, a breakthrough in the search for new, independent research and development of new materials, production of solar photovoltaic, hp f4486b battery,hp f4809a battery separation film and a number of leading international standard projects. Up shares in China’s new materials, polymer soft plastic faucet, producing BOPP film, BOPET film, CPP film three series of products, production scale of China’s leading, but these are mostly low-profile products, packaging materials used for to do, while the polyolefin film If used in lithium-ion separation membrane, thin-film solar cells will be worth a hundred times, the shares reached a Fosugufen like potential. 

Should be pointed out that the cell phone lithium hp f4812a battery,hp hstnn-lb31 battery and vehicle power battery separator membrane, compared to lower-tech, in order to mass-produced vehicle power battery separator, but also the need for further technology development.

October 25, 2009

2009 Analysis of the global thin-film batteries and prospects

Filed under: Uncategorized — admin @ 10:25 pm
In recent years, photovoltaic industry has become the hottest countries in the world economy, a part of. Photovoltaic solar cells as the core of the system, with the climax of the rise of industrial investment, naturally ushered in the spring of its development. Investment advisers, laptop battery,according to the latest release of the “2009-2012 China Solar Photovoltaic Industry Analysis and Forecast of Investment Report” shows that currently there are more than 130 countries around the world into popular use of the upsurge of solar cells, of which more than 90 countries solar cells is being carried out large-scale research and development, actively producing all kinds of related energy-saving new products. 2007 global solar cell production reached 3436MW, compared with 2006 growth of 56%, in 2008 the global solar cell production in up to 6850MW, growth rate of nearly 100%.
Solar cells under the different materials used in solar cells can be divided into: silicon solar cells, dell inspiron 1501 battery,multi-compound thin film solar cells. Among them, the development of silicon solar cells is the most mature, dominant in the application. However, as in the past few years, the international spot price of polysilicon soaring, once from 2005 to 35 U.S. dollars / kg up to 2008’s 480 U.S. dollars / kg, the low-cost thin-film batteries have been developed rapidly.
A difficult start: faltering
 Thin-film solar cell is inexpensive glass, stainless steel or plastic substrates to attach only a few microns thick photosensitive dell inspiron b130 battery materials. Compared with the silicon-based solar cells, thin-film solar cell with a small timber, light weight, smooth appearance, easy installation and so on.
As early as 70 early in the 20th century, Carlson, etc. had already embarked on a thin-film solar cell development work. Although the thin-film solar cells have already appeared, but because of photoelectric conversion efficiency is low, attenuation rate (light-induced rate of decline) was higher and so on, in previous years did not attract enough attention to the industry, market share is very low. Is now able to carry out large-scale industrial production of thin-film batteries are mainly three kinds: silicon-based thin-film solar cells, copper indium dell latitude d610 battery gallium selenide thin-film solar cells (CIGS), cadmium telluride thin-film solar cells (CdTe).
Development Status: productivity growth in two consecutive years, 120% super -
 With the continuous advancement of technology, photoelectric conversion efficiency is rapidly increasing, now more than two years ago was improved by approximately 30% -40%, although the crystal is still a big gap compared to silicon cells, but less use of materials, process simple, low energy consumption, the cost has certain advantages and is increasingly being accepted by the industry. So the past three years, dell xps m140 battery,thin-film solar cell industry to be rapid development.
Thin-film solar cell production in 2007 (including a-Si, μc-Si, CdTe, CIGS, and others) continued to exceed the overall industry growth in 2007, thin-film solar cell production reached 400MW, over 181MW in 2006 significantly increased 120%, 2007 thin-film solar cell market share in 2006 from 8.2% to 2007, 12%, while the 2008 has reached 15% -20%. In the thin-film solar cell conversion efficiency through the battery, as well as a large area to further enhance the production cost advantages, its market share further room for improvement. In 2008 the world’s dell gd761 battery thin-film solar cell production reached 892MW, an increase of 123%. This is mainly due to rapid technological advances in thin-film batteries. Thin-film solar capacity to the next may reach 20% of the entire solar energy industry, while in 2007 only 7.6%, showing that this among the space.
Suffering from the question: PV foam another carrier?
Substantial increase in production capacity does not mean that the prospects for thin-film solar cells is bright. Investment Advisor in the energy industry analyst Jiang Qian said that this time, many manufacturers chose to enter the White thin-film solar field, the most important reason is the lack of polysilicon feedstock prices remain high, but with the recent polysilicon prices blew out, and the wishful thinking of these companies fall, the days can be imagined. China PV industry leader Savi LDK will be in 2009 1GW thin-film solar capacity to shrink by 80%, is the best proof. More deadly, the dell kd476 battery thin-film solar cell equipment investment, silicon battery is almost 10 times the amount of equipment investment, the financial crisis to the unexpected, the already tight capital flow problems in photovoltaic companies, a large number of failures is also reasonable to in.
 
Suntech’s chairman and CEO Shi Zhengrong Shi Zhengrong point of view: “thin-film solar is definitely a bubble, to whom the frying of thin-film analysis is the concept? This inside industry leaders and industry experts it?” Shi said that he was engaged in a lifetime engaged in film, have not found a technology that allows conversion rate is higher than 7%, let alone the silicon raw material prices are now so fast, dell td347 battery thin-film solar energy did not have any competitive edge.
Forecast: rise from the ashes, or died in womb?
Industry insiders have predicted the next few years if the thin-film battery materials in the conversion rate and the demand for a breakthrough in technology is not the case, will soon be submerged in the sea of silicon cells.
For the thin-film batteries is another bad news is that the international spot prices of silicon raw materials are still down, the U.S. Dow Corning and other companies have announced the next polysilicon prices 40-50 U.S. dollars / kg is more reasonable. Polysilicon feedstock in such a price, the price of crystalline silicon cells are close to thin-film batteries, thin-film batteries survival of low-cost “trump card” no longer dell u4873 battery exist, the prospects will be extremely bleak.
The same was also very optimistic about the prospects for thin-film batteries. Recently introduced the world’s largest thin-film silicon photovoltaic solar cells, the new Austrian said, “This is not to say that more than 10% conversion rate on the more competitive, but in different application areas who will have more advantages problem. Film and crystalline silicon The applications are different, the conversion efficiency of crystalline silicon, using small size is very used in the roof edge. from customer perspective, they are most concerned about price, or system, such as the construction of large-scale dell gk479 battery power plant, then the more thin-film batteries has an advantage because the large area, the system price is low. In addition, building-integrated photovoltaic doing so, thin-film batteries and more advantage. “
The world’s leading manufacturers of thin-film solar energy expansion in times of adversity, it seems that would give confidence in the industry to greatly. Investment Advisor in the energy industry research data shows that in 2008 an annual capacity of 503MW, the industry rushed to second place in one fell swoop, the U.S. thin-film solar maker First Solar did not stop the pace of expansion in 2009, the company wishing to double the production capacity significantly to the 1GW, and this figure is dell latitude c800 battery also expected to exceed that of Germany Q-Cells, to become the new industry leader. First Solar’s expansion pace was so rapid, and its cost advantages are inseparable. 4th quarter of 2008, the average production cost of First Solar has been reduced to 0.98 U.S. dollars per watt, is the world’s first production costs less than 1 U.S. dollars per watt of solar energy companies.
Investment Advisor in the energy industry analyst, said Jiang Qian, the future of thin-film dell latitude c640 battery, in the end is to rise from the ashes, or died in womb? Currently does not provide the final word, no one can predict the future of technology will break through to what extent and, therefore, can not be jump to conclusions. However, it is foreseeable that the global PV market size, and will not be film and crystalline silicon, “Game” and slow down growth in order to photovoltaic solar energy industry is still represented the future of global investment will become the most highlights.
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