Good Battery

Battery-line network June 8 hearing battery shipments decline in the price recovery and polysilicon solar energy industry in May is undoubtedly the most noteworthy of the two signals; from our observations of the situation and dealers, in May batteries a substantial increase in shipments of chain, some companies have experienced growth year on year data, this is exciting news. Volume increase was mainly dependent on three factors: the gradual installation of season began, bank credit, slow recovery and the continued uncertainty of national policies, which coincided with the fourth quarter of last year, in contrast to the industry predicament.

April began in Europe, especially Germany, the end of winter, outdoor construction of a fresh start, the demand for components will naturally become restoration; some European banks began to slightly relax the restrictions on solar energy credit. This aspect is the last wave of bank failures, banking Buzhi Yu fear can hardly protect themselves, it began to gradually restore credit; On the other hand, the global scope of the new energy and solar energy advocacy for banks and credit approval of personnel executives have a direct impact.

According to the current situation to determine, if no accident, this year’s global compaq evo n600 battery shipments to achieve positive growth in the probability of large, and this is our point of view has been upheld. Need to be reminded that, due to the price fell, revenue will decline in the size, of course, the specific price range need to look behind the recovery of the battery; and battery shipments rose steadily the situation is different, as the solar cell of the most important raw materials, the price of polysilicon is Diego to new lows, the current mainstream product prices in the 50 to 60 yuan / ton level, leaving only a fraction of the price of a year earlier, in the current price of this, some companies have high cost for little or do not make money, on the contrary in accordance with the current polysilicon prices, the downstream components of the battery, and space is improved corporate earnings, which in contrast with the previous two years; appear to increase cell volume, but the reasons for polysilicon prices remains a structural imbalance between supply and demand.

While the compaq evo n600c battery out of a significant increase in the volume of the chain, but only flat year on year, but shipments of polysilicon there is substantial growth year on year, coupled with dealer inventory factors and factors, it is not hard to understand dramatic price fluctuations; from the whole years as well as the perspective of the next two years, polysilicon supply and demand does not appear one-sided pattern of excess, does not appear pessimists price is equal to variable costs, we view the industry experiencing volatility gradually move closer to the bulk chemical properties of raw materials , the winning companies need to have three characteristics: large-scale, technology, slightly ahead, low-cost.

From the demand perspective, if the terminal needs to achieve positive predictive value, and a basic balance between supply and demand of polysilicon may even have a small gap from the current situation, the terminal is expected to exceed demand for the next two years is very likely; the supply side, step by step down the price of making a lot of planning to enter the industry, investors began to shy away from our current knowledge of the situation, such cases are not isolated cases, which makes the supply of the compaq evo n610c battery next two years will be less than the current estimate. Has gone through a harsh winter, spring has been rushing toward us, though still slightly chilly.

Recently, the investment adviser industry research center was informed that Lishen Battery Co., Ltd. and the United States Miles Electric Vehicles Co., Ltd. recently held a signing ceremony. The two sides will jointly set up in the Binhai New District battery power system power of God Myers, Co., Ltd., annual production capacity of 20000 hybrid electric vehicle with lithium-ion battery production base and, together, to enter the international market. Investment Advisor in the new energy automotive industry researcher said Li Sheng-mao, auto power battery industry is a new sunrise industry, the future prospects are very bright.
 

After the completion of this project is expected, will reach an annual output of 20000 matching hybrid electric vehicles using lithium-ion battery production capacity, and will be China, North America and Europe, manufacturers of electric vehicles as the main target market. God’s power project is expected to increase by 20 billion yuan annual sales revenue. Meanwhile, with the electric vehicles and gradually put in use, will be in reducing oil dependence and greenhouse gas emissions play an important role.

According to the Investment Advisor “issued by 2009-2012 China Li-ion compaq evo n400c battery industry and prospects of investment analysis report” shows the future, as the HEV hybrid electric vehicle, 3G mobile phones and other electric tools development, the domestic lithium battery market share will be rapid growth in . With rapid growth of the automobile global energy crisis and environmental pollution, cars and hybrid electric vehicle research and development has become a focus of international attention. China’s new production cars by 2012 there were 10% energy saving and new energy vehicles is even more clear-cut goal. The development of new energy vehicles have been raised to an unprecedented height of States, as a core component of the motive power by businesses and investors are more optimistic, including automotive lithium batteries have become the hot spot for investment.

Power of God’s self-developed lithium-ion battery supporting the new electric car a top speed of 120 km / h, a single charge mileage is about 200 km, while operating costs are only one-fifth of the fuel cars. The power of God Myers, the newly formed company invested 200 million U.S. dollars one will be dedicated to development and production of lithium-ion battery power system, the main products are high-security performance of lithium-ion battery monomer compaq evo n410c battery, battery packs and lithium-ion battery power system.

It is reported that Tianjin Lishen Battery Co., Ltd. is the largest investment in green technology, the highest level of professional compaq evo n400 battery manufacturer in the world, ranked seventh in similar enterprises, is one of many world-renowned IT equipment manufacturers supporting suppliers. The United States is a Miles electric car company specialized in producing and selling low-cost, zero-emission electric vehicles and hybrid electric vehicle business, the user involved in NASA, the U.S. Navy.

Investment Advisor in the new energy automotive industry researcher Li Sheng-mao view, Tianjin power of God as the nation’s largest suppliers of lithium batteries, already have considerable technical research and development strength, and now with the United States Myers Company to develop electric cars lithium compaq evo n410 battery electric vehicles project, two powerful alliances are conducive to complementary advantages, expects its car battery project will be able to quickly reach capacity in the short term, the occupation automotive battery market.