Low-carbon economy seems ready to promising new energy battery industry
Increasingly urgent issue of climate change, Copenhagen’s ability to achieve control of temperature rise within 2 ℃ goal is related to the serious problem of human existence,. It is generally expected, and Costa will be the focus of the participating countries will focus on specific emission reduction commitments, analysts believe that this will contribute directly to the new energy Sony laptop battery industry and the development of green lighting.
New Energy Battery Industry: benefits of new energy vehicle development program
According to media reports, the National Development and Reform Commission automobile the team leader Wang Shulin, has revealed “new energy vehicle development program” has been submitted to the State Council, is expected to formally promulgated in March 2010. In addition, the state departments will also be launched next year, the development of new energy vehicles for the five supporting measures. Analysts believe that new energy battery industry will be more benefit from the concept of new energy vehicles.
The new energy vehicles in March next year, introduced the planning
While the concept of new energy market, stir-fried, at the policy level came good constantly. Recently held in Nanchang, the new energy vehicles and lithium-ion sony VGP-BPS10 battery feature forums, the National Development and Reform Commission automobile team leader Wang Shu-lin said that China will soon release new energy vehicles, technical specification, and the new energy vehicle development plan submitted by the Development and Reform Commission the State Council, was formally promulgated in March next year.
CITIC Securities (600030) auto industry analyst with Cheng that this concept for some new energy battery companies, such as Shanshangufen (600,884), Jiangsu Guotai (002,091), etc. to benefit more battery manufacturers, but for the entire auto sector in particular, yes SAIC, FAW and other large automobile companies little effect. Energy vehicles would be more car industry and its upstream segment of the cell concept the company have some impact. March release, “the automobile industry restructuring and revitalization plan” submitted in 2011 to form a production capacity of 500,000 short-term goal, which is currently more than 1300 million units for the production of the automobile industry is concerned, a very small proportion of new energy vehicles. For their own smaller battery companies to the past, mainly the supply of mobile phones, computers and other battery-shift production of motive power batteries, 500,000 will be a tremendous volume of business, therefore, the emergence of new energy concepts will greatly enhance the performance of these enterprises .
As early as March 2009 “issued by the automobile industry restructuring and revitalization of planning” in response to new energy vehicles in the electric car, Development and Reform Commission had been clearly put forward in 2011 to form a production capacity of 500,000 short-term goal. It is understood that electric vehicles, power batteries, electric motors, power electronics, the cost of key components, accounting for the cost of electric vehicle 30% -50%. Based on the calculation 500,000 electric vehicles an annual production value is expected to reach 1,000 billion yuan.
Previously, the two countries issued a joint statement in Beijing, the two sides agreed in the next five years, Sino-US Joint Research Center of clean energy investment of at least 150 million U.S. dollars, priority research topics will be clean cars. The market believes that the Sino-US Joint Declaration on cooperation in such new energy sources, digital, relatively rare in history, the new energy vehicles are expected to form a substantial positive plate.
The State Council Development Research Center of Industrial Economics Research Department, Feng Fei energy experts believe that the two sides are expected to take the lead in the field of electric vehicles for cooperation, the Chinese electric vehicle has a huge market and manufacturing cost advantage, but the overall level of the automobile industry, industrial technology, infrastructure was not enough, the United States is precisely in this area has a great advantage, so the two sides take the lead in the field of electric vehicles to launch a new type of automotive products, will become a reality.
Automotive Li-ion batteries next year doubling of shipments
As the environment-friendly vehicles on a global scale are sought after, hybrid and electric cars sells the next few years, automotive lithium sony VGP-BPS10B battery market will expand rapidly. Fuji Institute of Economic Research reported that after 2010 cars lithium battery market will quickly recover and continue to expand. The report predicts that by 2014, global battery manufacturers than the amount of total shipments in 2008 increased 45.2%, to 6.2392 trillion yen. Among them, rechargeable battery market will be extended to 4.9983 trillion yen, an increase of 66.8%. It is worth mentioning that the needs of the automotive industry will become the main engine battery market expansion is expected in 2009 automotive lithium battery shipments will amount to ¥ 10,400,000,000 in 2008, based on double to ¥ 25,000,000,000; By 2014, the market size will rapidly expand to 2.25 trillion yen, is about 215 times in 2008.
International management consulting firm Roland Berger Strategy on global prospects for new energy vehicles the latest research report predicts that by 2020 China’s electric power drive assembly parts and components market worth 10 billion euros Chao, of which 2011, 2014 and 2017 the market value of 600 million, respectively, 2.4 billion and 56 billion euros, the estimated market value of the middle in 2020 will reach 6.5 billion euros, even a conservative estimate will reach 2.4 billion euros. Based on the forecast the next 10 years, Chinese enterprises in the future hybrid and electric vehicle developments in the field have an advantage, in particular, the core components, including battery developments in the field has great potential because the Chinese enterprises have the raw material cost advantages, manufacturing equipment and labor cost advantage.
According to Roland Berger predicted that by 2020 will be the major markets in Western Europe, electric vehicles and plug-in hybrids will be more than 3 million annual sales, China ranked second to reach 1.58 million units.
With the plug-in hybrids, electric cars all the relevant components, the Roland Berger predicts that by 2020, the battery components in the global market share in the largest share of the market size in 9600000000-297 euros between. Now that the Chinese suppliers and Japan, South Korea, North America, Europe, the supplier has a significant cost advantage compared to, so in the future the standard sony VGP-BPS10A battery in quality, longevity and price differences will become increasingly smaller.
Roland Berger believes that demand for electric vehicle batteries will be the future of lithium the main source of output growth is expected by 2020 there will be eye-catching 70% of the average annual compound growth rate. Despite the significant growth in demand, but because of higher reserves, experts do not believe that the production of lithium will be a shortage, but there might be a price increase in the risk of a temporary existence.
Promising varieties of independent innovation of automotive batteries
Shenyin analyst Wang said that under optimistic about new energy policies to promote investment opportunities in automotive battery industry, promising varieties of independent innovation of automotive batteries. Shenyin that the next 3-5 years, Ni-MH battery HEV will remain the mainstream of new energy vehicles, HEV will PH EV, EV co-existence about 10 years. In the 3-5 years later, with the yield increase lithium iron phosphate batteries to bring the cost down, as well as the national network of charging stations gradual establishment of lithium iron phosphate batteries as the main driving force of the PH EV, EV will usher in a broad prospects for development. Recommended Section Li Yuan (600,478), Shanshangufen, Jiangsu Guotai, Tibet Mining (000,762).
Shenyin expected future subsidy policy, and the localization rate is likely to hook. In the development strategy, the country’s expectation of new energy vehicles as an opportunity to catch up from behind their own technology. I believe Sino-US cooperation, China will continue to insist on independent R & D path. Possible future introduction of new energy car allowance standards, and key spare parts localization rate will be linked to, and encourage the autonomy of key parts as soon as possible and the basis of the localization of raw materials. At the same time the state will improve the access threshold, and rigorous product review system.
Shenyin expected to follow relevant state ministries and commissions, will be introduced to encourage large-scale electric vehicle applications and the development of specific incentive policies. The industrialization of new energy vehicles, including the most important policy for consumers to buy new energy vehicles are subsidized, and the development of new energy vehicles and infrastructure planning. Introduction of these two policies that will address bottlenecks in consumption and the use of the bottleneck.