Feast of listed companies to share power lithium battery
Shanghai Automotive hand the United States investment in A123 lithium batteries, lithium iron phosphate Huafang Textile battery development, Foton Motor and Beijing University to establish a new energy battery first ... ... For a time the company listed company involved in wind and water power lithium battery.
Global automotive lithium battery market will show explosive growth, is one of many listed companies competing to snatch the main incentive. It is predicted that by 2014, cars will use lithium batteries the size of the market soared 24.8 billion, an increase of 214 times more than in 2008. Faced with such a feast, to seize investment opportunities as consensus: car companies have to extend the industrial chain to the power battery, battery manufacturers in the reverse direction for strategic cooperation with vehicle manufacturers, and new enterprises also want to get involved in gluttonous feast of lithium batteries Cup points for the U.S. joint venture to share.
Constraints and gradually break the ice
Emissions and oil resources in response to the dual pressures of increasingly scarce in most countries the development of new energy vehicles will be deemed to revive its auto industry and the most important means of energy saving, and reduction in the most stressful and the United States for promoting standard-bearer of new energy vehicle development. Recently, the United States issued the "Joint Statement", said the two sides will launch in the U.S. electric car initiative, the two countries in the next few years, several million electric cars in use.
U.S. Highway Administration optimistic forecast, by 2015, the U.S. auto market, about 20% of the number of cars, hybrid cars, the market size of up to nearly 300 million. The current U.S. market share of hybrid cars is only 3%. It also predicts that by 2020, half of the global automotive market will have a new car with different levels of sales of hybrid technology.
In China, published in March this year, "the automobile industry restructuring and revitalization plan" in the development of new energy vehicles has also developed a general goal - the next three years, China will form a 500,000-in hybrid electric charge and the common type of hybrid new energy automobile production capacity. By 2012, the new production car will have 10% energy saving and new energy vehicles, new energy vehicles are expected to reach 500 billion yuan output value.
Faced with such a tempting cake, the domestic automobile enterprises have place in them, in order to stay ahead. Compared with the conventional vehicles, new energy technology gap with foreign cars do not, there is the possibility of overtaking corners, more implications for the domestic automobile enterprises to increase investment in new energy vehicles optimism.
Such as Shanghai Automotive, according to the company plan, in 2010, saving 20% of consolidated Roewe 750 in the mixed hybrid cars will be mass market; 2011, Shanghai GM will launch with the U.S. General synchronized VOLT electric car; 2012, fuel-efficient more than 50% of the Roewe 550 plug-in cars will be available in volume strong mixing; the same year, SAIC's own brand of pure electric cars to market have truly zero emissions.
It is worth mentioning that, on December 6 Changan Benben MINI success of pure electric vehicles off the assembly line, which is China's first pure electric vehicles. Zhi Xiang, oil and electricity coupled with the weak degree of hybrid cars, Zhixiang gasoline-electric hybrid cars with moderate, Zhixiang Plug-in hybrid electric road vehicles Yue Xiang, Changan Automobile product line of new energy vehicles gradually improved. According to the plan, Changan Automobile will adhere to the integration of a variety of new energy technology development approach, the early days of hybrid and gas vehicles, pure electric vehicles as the focus, the gradual development of fuel cell vehicles, hydrogen internal combustion engine vehicle.
In addition, Brilliance Auto, Geely, Dongfeng and other new energy vehicles have launched their new energy vehicles. But now, most government agencies and institutions only for the customers, not sell to individual consumers. Such as the domestic leader in new energy vehicles BYD, though already introduced three electric vehicles, which go to the end of the market in October this year F3DM planned sales to individual consumers, but the conditions are not ripe, still not into the personal terminal market.
Analysts pointed out that factors in addition to their own electric vehicles, the current constraints on their main external factors to promote the convenience of charging and high acquisition costs, but these two constraints are expected to break the ice.
Construction of the charging station can not do without the support grid. Related to the national grid to receive the China Securities newspaper interview, admitted that market space immeasurable electric cars, the company is willing to build. In the past 2 years, there were 10 provincial-level company research and pilot work, the company also conducted a number of large car prices and research cooperation, made a lot of data is now in full swing in preparation for the construction of the charging station. It is noteworthy that the three major oil companies have shown great enthusiasm, such as CNOOC are now in main building of electric cars and charging network.
The other constraints - high purchase price of electric cars, analysts pointed out that to solve this problem, in addition to their own car prices need to reduce costs, but also to reduce the need for government subsidies. At present, most countries have subsidies for new energy vehicles, such as the UK available to buy PHEV and EV 2000-5000 pounds reward, the Japanese electric, natural gas and other clean energy vehicles, 50% tax cut. To encourage the development of new energy vehicles, China's financial subsidy policy has also been introduced, such as fuel-efficient hybrid vehicle in accordance with the standard rate of subsidy is divided into five files, the maximum subsidies for 50,000 yuan per vehicle; pure electric vehicles can be subsidized 60000 yuan. However, subsidies have not yet implemented, the car prices of new energy vehicles can only be married purdah. However, this may not wait too long to make car prices, the state key projects of new energy vehicles, team leader Wang Binggang Project Management and Consulting, said the subsidy for buses and other policies have been implemented, the subsidy policy is estimated that consumers will soon introduced.
Growth in the market will break out
Analysts pointed out that with the convenience of subsidies and charging solution, the new energy vehicle market will see explosive growth, and as the scale of new energy vehicles, the rapid expansion of the power battery, motor, electric control, etc. will significantly increase demand This is expected to become the next 10 years the core drivers of industry growth. Among these, the performance of battery development of new energy vehicles plays a vital role. Endurance, consistency, security, and other indicators determine the future of new energy vehicles, the pursuit of higher specific energy than the power, self-discharge, long life and safety of a good battery, to become an important issue of new energy vehicles.
Current hybrid cars use nickel-metal hydride battery technology, nickel-metal hydride batteries, but some of the technical properties such as energy density, charge and discharge speed is close to theoretical limits. The lithium battery has energy density, high-capacity, no memory, etc., by various car manufacturers and battery manufacturers unanimously approved, is currently the focus of national research and development of lithium-ion batteries.
According to the different cathode materials, lithium batteries are lithium cobalt oxide, lithium manganese oxide, lithium iron phosphate ternary materials, and four. SW reported that comparison, lithium cobalt oxide biggest problem is poor security (150 degree high temperature explosive), high cost and short life cycle; the safety of lithium a lot better than lithium cobalt oxide, but the high temperature environment The cycle life is even worse (500 times). Lithium iron phosphate because of the high discharge power, low cost (about 18 to 30 yuan / ton), fast charging and long cycle life (over 1000), in the high temperature stability under high heat (temperature above 300 degrees only security risks), has a good safety performance, which is the best vehicle to use lithium cathode material. At present, China's car prices electric car models introduced, the power batteries are lithium batteries, Chery, BYD are using lithium iron phosphate.
Japanese professional market research agency data shows that the market will show a battery explosive growth. Fuji Institute of Economics and Statistics, the environmentally friendly cars in the world are sought after, popular hybrid and electric cars, the next few years, automotive battery market will expand rapidly. 2009 is expected to ship cars with lithium batteries will amount to 10.4 billion yen in 2008, based on the double to 250 billion yen, while in 2014, the market will rapidly expand the size to 2.25 trillion yen ( about 24.8 billion U.S. dollars), is about 215 times in 2008.
SW's report also pointed out that China's future power battery market space will show up ten times: in 2012 one million new energy vehicles, if 70% of nickel-hydrogen batteries, price 25000 yuan / sets, 30% lithium , price 5 yuan / sets, nickel-hydrogen batteries in 2012 will reach 17.5 billion market capacity, lithium battery market will reach 150 billion global market scale will reach several hundred billion dollars.
Gold rush of listed companies
Faced with such a large cake motive power battery market, listed companies have invested in the United States share a view and cup, and a vehicle plant in car prices has become an important driving force.
Started the car battery instead of BYD Li-ion battery market in the power of natural flourish. August of this year, BYD electric vehicle battery production base in Huizhou, Guangdong completed its BYD electric cars charged with the core technology - lithium battery production tasks, which can be mass production of lithium batteries.
Coincidentally, for the access to technology leadership, a stable supply of battery power system, claim the credit in the new energy bus Fukuda car, was also 10 at the end with the famous Beijing University Li-ion battery manufacturer first technology industry set up the Beijing Automobile Investment Co., Ltd. of new energy investment Battery Technology Co., Ltd. invested 10 million yuan Foton, accounting for 10% of registered capital.
More noteworthy is that, 12 17, Shanghai Automotive and master the core technology of lithium iron phosphate A123 Systems, the U.S. announced they would set up its stake by 51:49 the new battery power system Jie Shanghai Co., Ltd. joint development, production and sales of vehicle battery power system, in order to occupy the leading position in the market. The move also marks a "thunder and rain" into the domestic large-scale models of new energy vehicles take solid steps.
Extended to the lithium battery in the vehicle factory, while lithium battery manufacturers and automobile companies are also actively cooperate. CITIC Guoan and Toyota to lithium carbonate and lithium salts series of downstream products, especially the application of new energy cooperation signed a "letter of intent." CITIC Guoan designated Japan as the exclusive agent in Japan and the Japanese side not less than a certain amount per year of lithium carbonate products. Thereafter, on October 20, Fosugufen to increase in the lithium-ion battery separator market position and level of work BYD has decided to stabilize the market demand and broad market prospects, Foshan Jin Hui Hi-tech company capital increase to the expansion of lithium-ion battery divide the project, thereby enhancing the company's overall competitiveness.
In addition, Jiangsu Cathay Pacific, China Baoan gold and a number of listed companies are lithium batteries. Overall, Shanshangufen has formed a relatively complete industrial chain, the company has grown from a single lithium battery anode materials started, have established a lithium battery cathode material, electrolyte lithium-ion battery materials, such as a complete production line, has become the largest Lithium-ion battery materials supplier.
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