Lithium batteries is expected to benefit first
This year, new energy car has been in the hot plate, then came the recent Ministry of Industry and Development will develop the battery power, the relevant company is expected to receive financial subsidies, tax incentives and other aspects of support. However, because of this emerging market company level within the field of arrhythmia, new regulations will accelerate eliminate a number of possible poor performance of the company, and leading technology, excellent performance is expected to accelerate the development of the company.
Power battery development ideas will be clear
Ministry of Industry has called on the upstream and downstream enterprises, research institutions, held in Tianjin, “Power Battery Industry Development Forum”, on the development of battery overall planning, a clear roadmap to strengthen the management of technology research and industry, to prevent blind investment and duplicated construction . Combined with the Ministry of Industry will be two sessions this year on behalf of members of the electric vehicle and battery of a proposal for handling the situation, organize the experts to develop as soon as power battery development ideas, and effectively promote China’s new energy auto industry. Insiders pointed out that the new energy power batteries into nickel-hydrogen batteries and lithium battery. The former is mainly used in hybrid vehicles, and hybrid vehicles with lower subsidies, will only exist as a transitional form, in the long run, benefit levels will be greatly reduced. The lithium battery for electric vehicles and for plug-in hybrid vehicles in use, more than nickel-metal hydride battery development prospects.
Since the 20th century, after the success of 90 lithium battery research and development, the last decade a rapid growth in the small secondary battery market holds the largest market share. As technology advances lithium batteries have been in people’s lives has been widely used, such as portable electronic products, new energy transport and storage and other fields.
The lithium batteries used in hybrid cars due to the development of new energy vehicles in the positive, bright future. With Japan and other countries in that our lithium business and electric bike industry integration between enterprises is entirely spontaneous. Overall, China’s lithium technology, the highest level with foreign advanced level did not differ much. These advanced technology to achieve industrialization, only the production equipment, research and development breakthrough. Lithium battery industry chain mainly consists of three parts: lithium ore, lithium battery materials and battery manufacturing and packaging.
Lithium batteries is expected to benefit first leader
Lithium iron phosphate is lithium revolution triggered a new material industry, is the development of the industry’s most cutting-edge lithium. Chinese companies began to launch in 2001 of lithium iron phosphate material development, the current 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 industrial mass production to the market stability of supply enterprises in Tianjin strand, Peking University first, BYD , Hunan Shanshan new materials 8, the rest are in the pilot stage. Hengtai Securities that CITIC Guoan, Tibet mining concern.
The middle is for the production of lithium battery cathode material and lithium battery separator business. The next decade, the total global demand for cathode materials for lithium compound annual growth of more than 20%, while the dynamic growth of cathode materials for lithium is as high as 40%. Global demand for cathode materials for lithium is expected to total from last year’s 37,600 tons, in 2012 soared to 8.17 million tons, of which diverse materials, lithium manganese oxide and lithium iron phosphate cathode material for lithium power the next decade, 40% compound annual growth above. States Securities recommended when l technology, the company gradually consolidate to enhance competitiveness, the laying of rapid growth platform. As the lithium industry showed a high concentration of monopoly, with the large-scale power lithium products on the upstream material quality and technological innovation increasingly stringent requirements of the industry to gradually raise the threshold, under the company’s first-mover advantage is expected to show strong momentum Always the Winner.