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.

According to the National Bureau of Statistics data show that in 2009 1 in June China’s battery industry’s accumulated industrial output value of 136.34 billion yuan, up 7.9%; accumulated industrial sales output value of 130.45 billion yuan, up 0.9%; the completion of export delivery value of 43.41 billion yuan, down 11.3%.

Among them, lead-acid battery production increased by 16.7%; alkaline battery production fell 32.0%; primary cell production fell 13.2%.

In addition, 1 May solar tally 022 million export volume, export value accumulatively 1.518 billion U.S. dollars, an increase of 20%. Ni-Cd compaq laptop battery exports accumulatively 87.5373 million, down 60.8%.

Button alkaline manganese batteries, cylindrical type alkaline manganese batteries, lithium batteries, lithium-ion battery, start-type lead-acid battery exports have declined. Other types of alkaline manganese batteries, alkaline manganese batteries are mainly square 6LF22 such as exports dropped significantly.

Fixed type, storage type and traction lead-acid batteries use lead-acid batteries and other industrial exports fell by half.

Industry analysis, Nickel-cadmium compaq evo n600c battery are mainly used in power tools, according to EU battery directives, included in the restricted products. Nickel-cadmium batteries because of States adopted a policy on environmental protection, limiting their use and market size, China has also promulgated a related environmental policies in the Ni-Cd battery included in the pairs of high-directory, and abolished export tax rebates, to prohibit the processing trade. Due to environmental cadmium pollution incidents frequently, some companies have terminated Ni-Cd battery manufacturing operations. By the financial crisis, power tools, production and sales declined, lithium-ion battery market competition, multiple pressures lead to nickel-cadmium battery market is shrinking, exports dropped significantly.

In addition, the common zinc-manganese batteries, nickel-hydrogen compaq evo n610c battery exports accumulatively 258 million, down 29.8%, while its exports decline by 10 percentage points higher than the export volume, the relevant experts suggest enterprises should improve the battery unit.