Continue to run and non-stop

Temperature Zhengkao last for days, increasing the power load in Beijing yesterday, a new high power, maximum load reached 16.66 million kilowatts, up 17% last year to increase the maximum load, this is the 7th year, the maximum load refresh the record. The impact of continuous heavy load electricity is not only a strong test of the grid, but also test the city’s operational management.

Electric power technology is the car of the future Studio 14 battery

Oil energy to reduce air pollution, the advantages of zero-emission electric cars more and more prominent. Mushroomed, has introduced electric vehicles.

Volkswagen’s future power technology blue-e-motion cell system is in 180 lithium-ion battery modules 30 battery modules, a capacity of 26.5 kwh. Battery system installation to be compatible with the vehicle’s structure. Application of the golf car motor, maximum power is 85KW, the maximum torque of 270NM, electric golf car with the aerodynamic characteristics of a very well drag coefficient of only 0.295, the maximum speed of up to 135 km / hour.

Also far behind other auto makers, BMW’s E-MINI and other electric cars expected Studio 1435 battery Studio 1436 battery .

In response to the State for “low carbon” call, have opened around the construction of electric vehicle charging station. It was learned that Shanghai has built Caoxi charging station, an area of 400 square meters, located nine charge parking spaces. Beijing, Guangdong, Zhejiang, Jilin, Hubei, Shaanxi and other provinces, were all planning several pilot projects of large and medium sized power stations, also plans to supply outlets, government offices, public buildings and residential quarters and other areas of the parking lot Construction of AC charging pile. A fiery being, appears to have electric cars are not far away from us.

Electric vehicles still a long way away from us

China’s great regional cities, most electric cars only 100 km driving range. 150 km of life, such as turn on a half circle in Beijing are not enough; the requirements of Chinese users of the car is full, not that travel, at least from Guangzhou to Shenzhen to open a session to be able to meet demand, but the life issue is not resolved, just arrived have a problem; In addition, the Chinese family living in dense, small number of private garage, the family charged basically unrealistic. Unless the charging stations to be popular residential area, but it is too early Studio 15 battery Studio 1535 battery .

Since the chemical characteristics of lithium-ion battery for several minutes, the fast charge is often only sufficient to power about 50%. If you try to achieve high speed on the driving, which means a gap will have to stop every charge. “No charge several electricity, the battery is broken.” 15 minutes in the fast-charge conditions, the cell damage is very serious. Can be said that the battery technology is not mature enough, charging stations will be considerable development constraints.

Beijing will in the space bridge, Ma F, small business, benefits, etc. to open four built electric car charging stations. Beijing Municipal Bureau of Quality Supervision issued “electric vehicle power supply and battery charging station technical specifications to protect” standard technical guidance documents, provides the city charging station classification, function, composition, technical requirements and site requirements.

The standard battery storage of energy under the power, charging service capacity will be divided into four charging stations. In which a battery charging station is not less than 6,800 kwh of energy storage, or distribution capacity of not less than the single 5000 kVA, 200 times a day for more than large and medium commercial vehicles, or 500 more times by using car battery replacement or recharge services provided. The four battery charging station for less than 1700 kwh of energy storage, or one-way distribution capacity less than 1000 KVA, 40 times a day for the following large and medium commercial vehicles, or 100 times the following passenger car battery replacement or recharge services Studio 1536 battery Studio 1537 battery .

Lenovo July 30, 2010 Beijing load a new high of fact. Consider the batteries up to 6800 kwh of electricity load to Beijing in turn increase the number of burden. In addition, China is mainly coal, electric vehicles can not be achieved in Europe the power to choose green energy experience. Electric vehicles, such as speculation it really green yet to be confirmed.

In summary, although the vast charging station, but it is more suitable for electric vehicles of public transport operators, large-scale private electric vehicle charging and discharging a solution not a few charging stations can be resolved Studio 1555 battery Studio 17 battery .

In early 2009, has launched a new theme of energy research, analysis of new investment opportunities in the future energy sector. First half of 2009, new energy, the movement of individual stocks also excellent return on shareholders. After a year and a half, economic restructuring is well under way, the “new energy development plan” for approval soon, as much as 5 trillion of the huge investment will greatly promote the development of relevant industries, the new energy sector is expected to once again usher in a mining speculations, the newspaper re-launched the project, analysis of the investment opportunities for investors information Latitude D820 battery  Latitude D830 battery .

In 2010, according to State Grid and China Southern Power Grid investment planning, expected annual power investment 3300-3400 billion yuan, down 10%. Although the network investment has dropped slightly, but there are obvious structural adjustment, smart grid will continue to increase investment.

CSC power equipment industry researcher Chen Yi-hua pointed out that the smart grid sub-sub-sectors can be assured in UHV, intelligent substation, intelligent power distribution, electricity and so smart investment opportunities. Concerned about the high voltage electric field of the West of China, TBEA, XJ Electric; Intelligent Substation area NARI, the National Power South, Siyuan Electric; intelligent power distribution Career Beijing, Xian Yuen Electrical; smart electricity land area of Section E, Hao Nimda, Ott fast; energy saving Hidenobu shares, co-Kang frequency, the British Witten, Kyushu Electric, Wolong Electric.

Everbright Securities analyst Wang Haisheng also proposed to focus on three general medicine, which focuses on the development of carbon fiber composite cable service will increase the valuation space Y9943  Inspiron 630m battery . If the cable section according to the average valuation level, the reasonable price of 25 yuan.

This is a major automotive lithium batteries. China Yuan Securities researcher Cheng Weishan said the next five years, driven by the new energy vehicles, power lithium demand will increase several times. Lithium battery manufacturing, and the electrolyte membrane highest gross margin is expected to realize large-scale localization. Recommendations concern electrolyte membrane and related sectors, such as Fosugufen, Fluoride, Jiangsu Guotai. Batteries recommended by its manufacturer for concern Sailing shares.

Sealand Securities analyst, said Yan Bing Zhu, Li-ion battery Xingye more related stocks, corporate capability of the technology leader in the industry has a certain scale, the future 产 capacity-expansion capacity-related industrial chain extension would Chao Yue Industry Company 发展 having long Touzi value. Optimistic Foshan Lighting, Fluoride, Jiangsu Cathay Pacific, CITIC Guoan and other related investment opportunities in individual stocks.

Everbright Securities Wang Haisheng recommendations concern the ocean motor. Is a new energy performance car industry’s most flexible and subject barriers. Company intends to open additional, capital increase and the core component of new energy vehicles in the field Inspiron 640m battery  Inspiron E1405 battery .

At present, China built nuclear power plant 25 million kilowatts in 24 units, accounting for nuclear reactors under construction around the world for over 40%. The next 5 years will maintain rapid growth of nuclear power.

Guangzhou Securities Strategy Group believes that this new energy industry, nuclear power is an important component revitalization plan. Related companies such as Dongfang Electric, Shanghai Electric and other more direct benefits, the proposed attention.

CSC Chen Yi-hua recommendations focus on much-needed equipment in the field of nuclear localization: Forging, nuclear main pump, nuclear valves, welding, instrumentation and so on. Units such as the main equipment manufacturers Oriental Electric, Shanghai Electric, a Chinese weight, and the urgent need for localization of key components of manufacturing enterprises in nuclear science and technology, southerly shares, since the instrument shares XPS M140 battery  .

From the national point of view, “12 5″ period, natural gas share of energy consumption structure will be increased to 8%.

China Merchants Securities analyst Qiu Xiaofeng, said the current system of natural gas, coal A shares in listed companies with Datang Power and Guanghuigufen, its size was 8 billion cubic meters and 4.9 billion cubic meters. There are also 10 000 Banda in the coal chemical industry wastewater treatment. Learned from the current situation, Datang’s coal-gas treatment to prepare myself, and in which the coal chemical industry, direct coal liquefaction and coal-gas treatment system the most difficult. Indirect coal-to-olefins and coal liquefaction are relatively easy.

Xiao Hui, an analyst at Huatai Securities joint coal-gas industry to “overweight” rating, the proposed benefit to the entire industry chain of companies: Datang Power Generation, Guanghuigufen, 10000 Banda.

Period of rapid development of wind power is now over, the valuation should not be too high. Offshore wind power technology is difficult and costly to the equipment manufacturing requirements are very strict, reflecting the company’s comprehensive strength. CSC Chen Yi-hua recommendations focus on large capacity units, as well as offshore wind turbine manufacturers Jinfeng Technology and Hunan Electric shares VGP-BPS10  VGP-BPS10A .

Guangzhou Securities pointed out that the cost of one kilowatt in accordance with the current 8,000 yuan to 10,000 yuan to calculate it, wind up the total investment will reach 1 trillion yuan. Company listed on the wind-related technologies, Zhenhua heavy industry and other worthy of note.

Everbright Securities analyst Wang Haisheng proposals concern Dongfang Electric. Company’s new growth to compensate for thermal energy equipment, electrical equipment fell, the next three years, more than 20% compound growth rate; nuclear power business in 2011 revenue Chaobai Yi, valuation to be improved.

Bohai Securities analyst Cui Jian said that in the German solar subsidy cut, the haze makes the debt crisis in Europe in the second half of PV subsidies European countries increased uncertainty, causing investors to worry about the future increase in demand VGP-BPS10A/B  VGP-BPS10B .

CSC Chen Yi-hua pointed out that PV subsidies by the European countries reduced the impact of lower demand for solar modules may be dropped in the second half; upstream polysilicon excess capacity, with production capacity of polysilicon production concentrated in the past two years, polysilicon prices have continued to maintain lower level. Overall, the PV industry still waiting for a recovery. Compared with other new energy sub-sectors, solar energy is relatively bearish investment opportunities.

Recently, the SERC, the Energy Bureau, the five major Power Group, State Grid, South Network, Inner Mongolia, power companies received “Development and Reform price <2010> 1578 number” text - on improving plant biomass power price policy, notice want to plant biomass power projects to achieve benchmark electricity price VGP-BPS13 VGP-BSP13/S .

Guoxin Securities analyst Xu Ying really optimistic about the prospects of biomass industry, at present, Kaidi Electric Power’s nine biomass power plant now under construction, according to the future national unity 0.75 yuan benchmark price measure, the profitability of each plant in 2000-2500 million range is relatively assured, while the company’s current construction of a coal mine and power station operations still have a stable source of profit. It is estimated that by 2011, the company net profit in 2012 were 400 million and 600 million, equivalent to the current share capital of the EPS was 0.68 yuan / 1 per.

States Securities researcher Gong Junjie recommendations concern Shaonenggufen. Currently, the company is raising private funds to invest in biomass power generation projects, the company brings new profit growth point. Shaoguan City is rich in biomass resources, biomass power plants can be provided for the establishment of adequate sources of raw materials, Shaonenggufen development of biomass power generation projects with significant cost advantages. He predicted, assuming the company non-public offering completed in early 2011, the company PB value is only 1.56 times, 2.16 times the power sector well below average, 6-month target price of 6 yuan.

Background VGP-BPS13/B

July 20 National Energy Bureau, Planning Secretary Jiang Bing said “emerging energy industry development plan” after several revisions and improvements are now more perfect and mature. Currently, preparations are being submitted in accordance with the procedures and approval. The planning period for the 2011-2020 planning period will directly increase the total investment 5 trillion yuan. Including clean coal, smart grid, distributed energy, energy car upgraded with the new change, nuclear power, wind, solar and biomass energy resources in the new development will include the use of them, a huge market imagination VGP-BPS13A/B  VGP-BPS13B/B.

Microchip Technology Inc. /quotes/comstock/15*!mchp/quotes/nls/mchp (MCHP 31.29, -0.23, -0.73%) , a leading provider of microcontroller, analog and Flash-IP solutions, today announced the MCP6401/2/4 Operational Amplifiers (Op Amps), which add to Microchip’s general-purpose op amp portfolio by providing lower power consumption in small packages. Featuring quiescent current of just 45 microamperes with a Gain Bandwidth Product (GBWP) of 1 MHz, the MCP6401/2/4 op amps complement Microchip’s eXtreme Low Power PIC(R) microcontrollers (MCUs), helping to extend battery life in a variety of consumer (e.g., music players, appliances and gaming consoles); industrial (e.g., barcode scanners and gas meters); automotive (e.g., signal conditioning for proximity and tire-pressure-measurement sensors); and medical applications (e.g., glucometers and portable patient-monitoring devices), among others Vostro 1520 battery , Vostro 2510 battery .

Additional features include a maximum offset voltage of +/-4.5 mV and a supply-voltage range of 1.8V to 6V over the extended temperature range of - 40C to + 125C. The op amps are unity gain stable and feature Rail-to-Rail Input and Output operation for better performance across the entire voltage range.

“Customers often cite low current consumption and small form factor as being the most important requirements when designing battery-powered, portable and other applications,” said Bryan J. Liddiard, vice president of marketing with Microchip’s Analog and Interface Products Division. “The MCP6401/2/4 op amps address both of these needs, reinforcing Microchip’s leadership as the low-power analog product supplier Latitude D810 battery .”

Namrata Pandya, product marketing engineer with Microchip’s Analog and Interface Products Division, continued, “With advantages such as the low operating voltage range and low power consumption in space-saving packages, the MCP6401/2/4 op amps provide a good cost-to-performance ratio, while helping system engineers meet tight power budgets and save valuable board space.”

Development Support

PCB footprints and schematic symbols are expected to be available in September 2010 from Microchip’s Web site at http://www.microchip.com/get/G98J. The downloads will be available in a neutral format that can be exported to the leading EDA CAD/CAE design tools, using the Ultra Librarian Reader from Accelerated Designs Incorporated Latitude E5400 battery , Latitude E5500 battery .

The op amps are also supported by Microchip’s Active Filter Demo Board Kit (part # MCP6XXXDM-FLTR, $65.00) and MCP6XXX evaluation boards (part #s MCP6XXXEV-AMP1, MCP6XXXEV-AMP2, MCP6XXXEV-AMP3, MCP6XXXEV-AMP4, respectively).

Samples are available today at http://www.microchip.com/get/1R9R. Volume-production quantities can be purchased today at http://www.microchip.com/get/XJ8S. For further information, contact any Microchip sales representative or authorized worldwide distributor.

About Microchip Technology

Microchip Technology Inc. /quotes/comstock/15*!mchp/quotes/nls/mchp (MCHP 31.29, -0.23, -0.73%) is a leading provider of microcontroller, analog and Flash-IP solutions, providing low-risk product development, lower total system cost and faster time to market for thousands of diverse customer applications worldwide. Headquartered in Chandler, Ariz., Microchip offers outstanding technical support, along with dependable delivery and quality Latitude E6400 battery , Latitude E6500 battery .

Note: The Microchip name and logo, and PIC are registered trademarks of Microchip Technology Incorporated in the U.S.A., and other countries. All other trademarks mentioned herein are the property of their respective companies.

In May, BYD E6 electric car released. It will serve as taxi companies in Shenzhen Pengcheng vehicles to drive in Shenzhen. But it can not drive out of Shenzhen, “charging interface is not necessarily the right pile.” BYD marketing company public relations manager, told reporters Xu security, and now the electric car is basically an upgraded version of gasoline vehicles, charging interface directly determine the position and space standards the car enterprises need to make changes to the production mold, usually a change is necessary to spend thousands of yuan.

“In the current charging station chain on the various industry players in vehicle manufacturing Shang a dilemma.” Xinhua letter the Department of International Xinxizixun Gongsi director Hou Ruobing car told reporters, “Yi Fangmian, they Kewangjinliang Duo’s battery charging station Nengxiao Chu Consumers worry about, to roll out the market to increase sales; the other hand, the charging mode and has not been determined there is always controversial industry standards, will enable enterprises in the development path chosen vehicle when there is concern iron 640m battery  Inspiron E1405 battery.  ”

Increasingly popular model for electricity

Battery Replacement standing just a new concept in China, while Japan has the first implementation.

April of this year, the United States battery replacement service provider - BetterPlace rental giant with Tokyo Tokyo Japanese transport company launched replaceable battery electric vehicles, and used in the first large-scale global taxi. The car with removable batteries, only 1 minute can be relieved in the battery replacement stations run out of battery power and put a new battery, so customers no longer need to charge the long-stay parking. The BetterPlace company is currently building Israel and Denmark and other countries of similar battery replacement stations.

For pure electric vehicle consumption potential in China, BetterPlace also looking into the opportunity. Recently, BetterPlace and Chery signed a memorandum of understanding, both sides will support pilot projects in local government, to develop battery-replacement type of pure electric vehicles XPS M140 battery , Latitude D410 battery.

According to public information, BetterPlace believe China have the opportunity to jump directly from the fuel cars to pure electric vehicles. Replacement batteries will accelerate the spread of pure electric vehicles.

In BetterPlace coveted the Chinese market, China’s domestic large central enterprises battery replacement technology for the emerging research is also accelerating. CNOOC, China Putian and two co-registered enterprises established central Putian Power New Energy CNOOC Limited (the “Prudential Sea oil”), the company’s positioning as a “battery-lease the battery as the main business operators.”

According to Assistant General Manager Xie Zaicong Putian CNOOC said, the state charging stations throughout the industry chain has been divided into three levels: first level is the energy provider, State Grid, South net charge of the central enterprises to provide power; second level is the energy operator , including Sinopec, Putian Sea oil charging operation of the facility can do business; the third level is the end product providers, mainly electric car manufacturers.

Earlier, CNOOC announced that it will cooperate with the power of God for power plant construction in the country, while Prudential Sea oil and public Motors recently teamed up to open in Beijing, “to rent consignment” and replace the battery mode Y6142 battery , Latitude D420 battery .

It is reported that, Putian Sea oil fields have been developed for large power plants with independent intellectual property rights of core technologies, and trying to set the standard for the country’s exchange station, to eventually become an energy carrier.

Embarrassing vehicle business

“At present, vehicle manufacturers is the most worried about this chain, they will become mere product manufacturers.” Houruo Bing says. Once the oil made in accordance with Prudential sea of “for-electricity” business model for the import operation, vehicle manufacturers face the most reluctant to see the picture - truly benefits were taken away by anyone cells, and this for the battery such a huge vehicle into the core technology means great sacrifices enterprises.

“Motor, electric control system technologies and costs are relatively fixed, the major automobile enterprises is higher than the battery, for power mode if the popularity of some of the technical advantages of the vehicle enterprises lost.” Houruo Bing said.

Charge, or replace the battery? In the case of the market is not clear, the vehicle company, any one of those options with uncertainty Latitude D430 battery , PC764 battery .

Meanwhile, new energy technologies Beiqi for electrical engineers Bin mode on the expression of the concern: “This model battery replacement station currently technology is still immature. Standard uniform is a difficult problem, while pure electric cars with hundreds of volts battery high-voltage, battery replacement security issue is also a challenge. ”

Hou Ruobing also believes that standardization may be Putian battery CNOOC biggest challenge facing business model. Different manufacturers, different models of cell shape and varied, and in the installation of electric vehicles in different ways, like two or three minutes fast to achieve the battery replaced Putian Sea oil, it takes a lot of money and energy - combined number of car manufacturers and battery manufacturers to come on the market in hundreds of combinations of batteries and standardized and orderly arrangement, but also to persuade manufacturers to the batteries made of standardized modules, it will be a very complex project.

Enterprises are still concerned about the core technology of car

Electric Vehicle R & D and market risks companies face behind, there is not yet fully clear national standards Latitude D620 battery , Latitude D630 battery .

As the national standards have not yet introduced, which means that the current business research and development of pure electric vehicles have a certain “temporary”, if not match with the future national standard, then the company must change its associated production, which enterprises will result in huge costs to waste.

Xu said that as the current project BYD has invested in electric cars more than 1 billion yuan, hope the Government can clear technical line of electric vehicles, introduction of relevant management practices.

“Government and business focus must focus on the Chinese side to grasp core technology, the establishment of independent intellectual property rights, and on this basis, to promote industrialization. No response at first to spell out key parts from abroad to buy several of the cars momentum, create a field ‘and Hot’, disrupt national strategy overall. “Xu said Ann .

Houruo Bing also said that at present China’s new energy technology R & D line and the car companies and institutions involved in the school lot, in terms of traditional techniques can also be quite the international level. Batteries, motor on the technical terms are no less than Europe and the United States, but the manufacturing process is still far behind. In his view, the state and enterprises should be continued into the industry to ensure that the level of new energy vehicles in China will not lag behind other countries Latitude D820 battery , Latitude D830 battery .

He also pointed out that the domestic electric vehicle-related businesses are still highly concerned about the reality of existence of the core technology bottleneck. “Vehicle manufacturers will focus on coming out with their electric car development program, they remain highly concerned about the technology research and development, and many multinational automobile giants, home appliance giant, self-battery developers are stepping up research and development, the domestic auto companies, including private cars are also stepping up research and development enterprises, XPS M1210 battery look forward to the car battery breakthrough in core technology areas. “Houruo Bing said.

The long-depressed stock market finally ushered in a wave of rally last week, the harvest of the five Yangxian the same time, Shanghai stock market rebounded 6 percent, the Shenzhen market rebounded 17%. Major sections of your Changba me play, wave after wave of the market highlights, passion is also raised. But to say that one of the most eye-catching plate, it is none other than non-renewable energy.

20, in 2010 the economic situation in the first half of the energy conference, the National Energy Board Planning Secretary Jiang ice revealed a “new energy industry planning” In related news, by this positive impact of the new energy sector rose, while the development of new energy car and that is one of them. Of these, lithium battery industry, new energy automotive industry is undoubtedly the most worthy of favorable sections of the plate.

Heat and light in lithium battery when the concept, but there a particular listed company, which is Wednesday announcement that it has sued GS out of lithium battery industry [7.52 -1.83%] (600 920). Why the market both in the policy sued GS favorable circumstances would opt out of lithium batteries in the field? The exit sued GS will move on and what impact? And lithium how future developments in the field? On this series of questions, conducted some interviews and surveys.

Lithium long-term loss of business Inspiron 1300 battery , HD438 battery 

July 21, the company held its third board sued GS eighth meeting considered and adopted at the meeting on lithium batteries out of business the company’s motion, that is, the external transfer to be sued GS held all the power of Guizhou Space Technology Co., Ltd. (hereinafter referred to as space power) options. Notice that in sued GS, sued GS to make this decision mainly because of poor management aerospace supply company, in 2009, operating income was 87.66 million yuan, loss of 17.46 million yuan. A large number of losses down the company’s profitability. And this situation has not been significantly improved this year, aerospace power in the first quarter operating income of 20.66 million yuan, 1.46 million loss. Long-term loss of leisure sued GS finally lost patience on the lithium battery business, the Company determined to sell stake in the hands of all aerospace power. Sued GS currently holds 37.81% stake in the company, and provide 12.9 million yuan loan guarantees.

The reporters sued GS Inc. of this matter on a telephone interview, the company insisted that all the news side to notice shall prevail. Sued GS recently announced that, due to space power losses, the company to improve profitability, the company decided to purchase the entire equity interest. This is consistent with company stock transfer space power development strategy and help companies to improve efficiency of resource allocation, focus on core business unit strategy to enhance core competitiveness. After the transfer, the company is no longer a shareholder of space power, space power will no longer be included in the consolidated financial statements of the scope of the company, will help improve overall operational effectiveness of the company, will lift the power supply of 12.9 million yuan aerospace loan guarantees will help reduce the company operational risks. This is consistent with company strategy,Latitude D620 battery  is also in the interests of all shareholders.

Transfer of ownership as a prudent

How should we view that sued GS of this practice? States gold stock [14.49 1.05%] Mao Rui new energy analysts believe that this is a very normal behavior.

As the current long-term space power loss on the performance sued GS had not a small negative impact, although the policy of support is expected to see, but for space power is not necessarily able to enjoy preferential policies. Aerospace power is the main business of the lithium battery for the domestic mobile phone production, as has been weak competitiveness of domestic mobile phone market share has been limited, space power perennial losses, coupled with a very low threshold of cell phone lithium battery production Latitude D830 battery , XPS M1210 battery , small start-up capital, technology low level of market competition is very fierce. The recent concept of the capital market is very hot lithium battery, it is the car battery for the other battery. Pre-development costs of such power batteries is very high, on the financial, technical requirements are very high; with old aerospace power equipment, capital and technology are difficult to compliance, transition difficulties, transfer of shares Shizhuwunai.

General view that the equity transfer are indeed able to eliminate an operating loss of aerospace power performance of the company’s negative impact, but because the concept of the current lithium battery is very hot in the market, which to some extent reduce the operation of the company shares the subject of space, this approach is a double-sided nature. The share price has not sued GS lithium batteries because of this hot and blew out, 21, was announced after the stock shocks all the way though, but Friday’s closing price of 7.52 yuan is still higher than the opening price of 7.72 yuan 21 only less two cents.

Mao Rui pointed out that this phenomenon is very normal. Although the Shanghai Stock Exchange last week out of five with Yang, but the disk key for the oversold rally plate, is a kind of oversold valuations. The concept of short-term speculation is not much, but the concept of a long-term lithium hot topic as the country’s new energy policy implementation and constant speculation by the market. In fact, even the concept of lithium-related stocks, the recent trend also is not satisfactory, just follow the broader market rebounded only synchronous, not too many bright spots. Market for the lithium battery industry “pretty does not make money” should be more clear understanding.

Lithium industry still needs development

Li-ion battery business for the annual mobile phone market losses, which lithium batteries NF343 battery , Inspiron 1420 battery for the power company be? Whether generally only look beautiful like a mirage? Journalists have made the following investigation.

Mao Rui pointed out that the lithium battery industry started relatively late, the state Although policy support, but the new car market, the energy development process has been slow, and so far there is no listing of large-scale emergence; plus policy implications, have power over many lithium project, which to some extent, exacerbated the lithium battery industry, market competition, creating a structural overcapacity, oversupply, thus leading to low lithium corporate marketing in general.

The final analysis, our core technology, lack of lithium batteries, lithium battery industry in China is leading to poor operational level, the root causes of low-end competition, too. Lithium battery industry chain mainly consists of three parts: upstream lithium ore, lithium battery materials (including cathode material, anode material, separator, electrolyte), and battery manufacturing and packaging. Technically, lithium battery materials, thin film technology in the highest threshold, the current basic dependence on imports. China currently only Fosugufen [12.27 -0.65%] (000 973) a subsidiary of Jinhui Tech, Dongguan Starbucks Technology, Xinxiang, Henan Douglas.Ryan, in the Division to provide parties and other manufacturers have used a small lithium battery separator VGP-BPS13B/B , VGP-BPS8  . The lithium battery is lithium lithium carbonate material upstream of key raw materials, is currently the oligopolistic structure of foreign enterprises.

In the post-industrial era, popular much faster car than we imagine, in bring efficient and convenience, Daliang exhaust emissions, 也 added great pressure on the environment, and as oil prices and caused carbon dioxide emissions of greenhouse highlight the effects of such issues, it is an urgent need to find new energy sources to replace traditional energy sources. Liquid hydrogen, fuel cells are a good choice, but there are high prices, immature technology and so on, ordinary lead-acid battery costs are relatively low, but the weight of heavy, low energy density, short life, there is a potential heavy metal pollution. Chengdu into a “zero discharge” of all-electric bus, received extensive attention, this all-electric bus using the new lithium iron phosphate as its power core, this new generation of green power electric car has many features and advantages .

High security

To as motor power, security is the overriding consideration. Despite the general safety of lithium batteries Inspiron 9300 battery , Inspiron 9400 battery can be basically guaranteed, but there is a fire in extreme conditions, the possibility of explosion. Lithium iron phosphate lithium battery as the second generation product, its physical properties, coupled with the battery pack built-in over voltage, under voltage, over current, over charge protection, the non-explosion no fire, is the only absolute safety of lithium ion batteries.

Due to high thermal stability of materials and careful process design, battery safety and reliability greatly increased. And improper use of lithium batteries in the explosive phenomena occur compared to lithium iron phosphate even throw in the fire will not explode. High temperature stability up to 400-500 ° C, ensuring high security internal battery; will not overcharge, overheating, short circuit, the impact on explosion or combustion. Rigorous safety testing, even in the worst traffic accident would not explode.

Long life and low cost

As the battery service life (cyclic performance) and overall cost are closely related to the use, and ordinary lithium battery is about 500 times compared to the cycle of life, iron phosphate lithium battery can charge and discharge at room temperature 1500 cycle, the capacity retention rate of 95% above, and 50% capacity of the cycle of life is to reach more than 2,000 times the battery life of the continued distance greater than 500,000 km, you can use about five years, is 8 times the lead acid batteries, nickel hydrogen batteries 3 times, laptop battery  is lithium cobalt oxide is about 4 times. Plus the cost of their production is itself less than ordinary lithium batteries, electric cars will undoubtedly be able to greatly reduce the use and maintenance costs.

Discharge performance of lithium iron phosphate also very excellent, smooth power curve, had put strong resistance to the ordinary lithium batteries in less than 3.2V, then discharge is put, may result in scrap. However, in 2.8V lithium iron phosphate release of energy when there is less than 2.5V scrapped problem does not exist.

Easy to use treatment

We know that nickel metal hydride, nickel cadmium batteries there is a strong memory effect, have certain common lithium battery memory effect problem and needs to try to “over full release”, the daily use of electric cars will cause inconvenience, and lithium iron phosphate-free This phenomenon of self-discharge is small; no memory effect, no matter in what state the battery can be used with rechargeable with no need to recharge the first had finished, while the outstanding characteristics of the battery fast charging, VGP-BPS13B/B fast charging with a charger, and a half hours can be sufficient 95 % or so. Treatment after the end of battery life issues, also deserves our attention, lithium iron phosphate does not contain any heavy metals and rare metals, non-toxic, pollution-free, meet the requirements for absolute environmental protection batteries, lead acid batteries there are high levels of lead , after its abandonment, if not handled properly, will constitute a secondary environmental pollution, lithium iron phosphate material in terms of production and use, are non-polluting.

Overall, lithium iron phosphate lithium as a new generation of materials, is its secure as reliable, long cycle life, charge and discharge by the global platform of stability and so the full battery of experts praised, worthy of a new generation of electric vehicles for the green power of core products VGP-BPS9 , VGP-BPS8 , with the electric buses in the practical application of the successful demonstration, it will gradually replace lead-acid batteries, in the current public use of the electric bicycle in Chengdu has been widely used.

There are news, Itochu Corporation (Itochu) has been to the U.S. Resources Development Company Simbol Mining (Simbol companies) to invest in joint development of lithium resources.

Itochu through this investment, not only the production of lithium-ion batteries and lithium ion battery parts, and speed up the building involved to ensure that upstream.

At present, Itochu sales Simbol production of lithium compounds, and obtained, including in Japan and South Korea for the Asian countries, including the right of the general sales agent.

Simbol, based in California, the company in the world’s first geothermal brine manufacturing lithium compounds. Southern California, the development of geothermal brine was found to contain a large number of lithium resources VGP-BPS8A , VGP-BPS9 .

Simbol in 2007 as a subsidiary of U.S. Energy Office of Lawrence? Lifeimoer National Laboratory (LLNL) independent branches, the establishment of special development of geothermal brine contains lithium extraction. Simbol the acceptance of Itochu as strategic partners in business planning.

Simbol plans annual production of about 16,000 tons. With the expansion of demand, can be added within a short time, increase production, annual output will reach 64,000 tons, is now the world production of about 123,000 tonnage of 50%.

Itochu in mid-term business plan, the “battery” defined as areas of priority development areas. The company forecasts for hybrid electric vehicles and other materials used in lithium ion Latitude D620 battery rapid growth in demand, and try to make the company become an important source of supply of lithium resources.

July 29 ~ 30, “a new lithium ion battery material 2010 International Forum” will be held at Shangri-La Hotel in Shenzhen. The forum will focus on various cutting-edge technology battery materials and lithium batteries power the new expansion project in China.

China’s State Information Center, Mr. Fan Jianping, chief economist, will be “macro-control on the lithium battery and new materials industry of” doing a keynote speech. From Hang Dong is technology, Shenzhen Bei Terui Liang Qi, Department of Chemistry, Fudan University, New Energy and Materials Laboratory of Professor Wu Yuping, Chen Jinming ITRI of Taiwan, and the power of the Chih-Wei Yang Li Kai, will be for the power high-rate lithium battery cathode material lithium iron phosphate, lithium iron phosphate patent issue with lithium titanate anode material, nano-composite electrode materials, new diaphragm, electrolyte keynote speech technologies Latitude D820 battery , Latitude D830 battery .

In addition, many new energy companies at home and abroad, such as BYD, BAK, Banke, Foxconn, SK Energy, NEC and energy executives will also attend the forum.

According to several global market research firm’s report predicted that China’s pace of development of new energy vehicles will exceed the global average level of development. Lithium-ion battery which is affecting the development of new energy automotive industry is an important factor in research and development of lithium Inspiron B120 battery materials are being stepped up at home and abroad. In this context, the Shanghai trade information easily assembled lithium-ion batteries in this international forum for new materials.

● Investigation and Reflection
Jiangsu should continue to be market-oriented and innovation support, photovoltaic and wind power to ensure stability of the two new industries, health, sustainable development; speed up investment and construction of nuclear power plants to increase the proportion of nuclear energy development; co-ordination of resources make good use of rivers and lakes water; improve biomass utilization, and promote the new energy industry, then a higher level.
Now, a regional development is to create and use local conditions, good character take the lead and accelerate development. Respect of Jiangsu, the solution energy of the storm that has been made intentionally to consolidate the results of new energy development,  GK479 , FK890  priority is being steadily made its new generation of strategic industry projects, better and faster economic development of the province will have an important power source.
First, look for insist, will coordinate development, lay the new energy of “protracted war.” View from the next few years, Jiangsu to maintain rapid and healthy economic and social development, energy bottleneck faced. To step over that, “Hum”, the key is to guide the sustainable development of new energy as the adjustment and transformation, to protect the lead in “a bid to” task. The face of long-term development of Jiangsu new targets and new tasks, and only look for insist, overall progress, to the Far victory Inspiron 1721 battery . We have to seize the high ground, using new industries to form the first mover advantage, keep a close eye not only on the current economic and social development play an important supporting role, can lead the future direction of sustainable economic and social development of photovoltaic, wind power and other strategic priorities, support the implementation of policy priorities, funding priorities, the priority the introduction of talent, quality factor leading to the gathering of new energy, to form a photovoltaic and wind power as the main support of the new energy industry cluster.
Second, the prominent features of dislocation development, implementation of new energy “multipolar.” The development of solar and wind energy in Jiangsu quite well, obvious advantages, should continue to be strong photovoltaic, wind power and other two new industries, new energy development, growing new advantages and core competitiveness. The development and use of nuclear energy Zhejiang reached the forefront of the country, we have a gap in this potential, the province’s new energy strategy, Inspiron 1720 battery ,  the reality of the layout should be improved, the speed of wind, solar, while the pace of development, development of surface re- large that some of the structure better. As the photovoltaic and wind power and other new energy and renewable energy to accelerate development, the current public opinion in society that some have emerged in China the development of new energy industry homogeneity, polysilicon and wind power equipment, excess capacity and so on. The future, we need to make up some of weaknesses of the development of dislocation missing. On the one hand, increase nuclear power and biomass energy development, two new low-carbon intensity: investment in and focus their efforts on construction of nuclear power, for early start of the Tianwan Nuclear Power Plant Phase II, a corresponding increase in the proportion of nuclear power utilization; focus their efforts on biomass energy The use of methane in particular, the popularity of multi-polarization of the rural energy. On the other hand, make better use of the province’s rivers and lakes of quality resources and vigorously develop small scale of investment, technical standards are not high, short construction period of small hydropower projects Latitude D830 battery , so that “Water Village” potential to become clean and more renewable energy, new energy for the future development and provide strong support low carbon economic development; the development of tidal energy, is of Jiangsu Jianghai linkage to achieve, develop new energy development in the new space a natural choice for coastal development in Jiangsu deepen the inevitable move, starting in 2010 , along the coast, along the Yangtze River should actively develop and utilize tidal energy, making the province a new energy to the new growth pole.
Third, the independent innovation, the introduction of absorption, strengthen the new energy of “soft power.” The development of new energy economy, technological innovation is nuclear power. At present the key in the new energy technology innovation is not enough. Our application of good management fast-growing Taiwanese PV industry market opportunities, Latitude D610 battery  breakthroughs in key technologies. At present the development of new energy and a general problem, namely how to reduce the cost of power generation, while the technology upgrade is the most direct route, only to improve the technology of solar photovoltaic panels, reduce costs, a new energy future can better and faster development. Resources must be invested up to technology research and development.
Fourth, promote the use, develop the market, raising new energy “conversion.” Based on economic principles, any place in the industry will ultimately depend on the market to determine the new energy industry is no exception. Solar and wind power two years despite rapid development in Jiangsu, but still export-oriented consumer market, especially for the production of solar cells and modules sold to European and American countries for more than 98%, of which Europe accounted for 82.5%. The local market is smaller and smaller, the production and use of very asymmetric. The reason is that the new higher energy costs, application costs are much higher than that of conventional energy. For example, the resulting excess capacity of wind power is that wind power issues Latitude D520 battery ,Latitude D600 battery , restricting the development of an important factor in PV is the solar cell, which is the major cost of photovoltaic power generation business. Important raw material of solar cells is silicon, the increase or decrease its production costs, directly affecting the price of solar cells. Make the emerging new energy industry to further develop and promote a large area, depending on the policy and financial support also depends on the price, but also depends on market development. State upcoming photovoltaic electricity pole may be set at 1.1 yuan / degrees, the future may reduce the price only, not increase. Jiangsu should be the flow, strictly implement the “new energy industry restructuring and revitalization planning framework” in the relevant policy and continue to intensify support to take more money, incentives and other aspects of innovation incentives, strongly promoting solar, wind power, Solar water heaters, biogas and other rural areas of priority development of new energy industries, focus on the development. To uphold the company’s main market players, in accordance with economic laws, while to secure a share in the international market, while nurturing and developing new domestic energy market C1295  , up and down hard efforts in expanding domestic demand.

Gold Lite Group Home Copper (8358) was set up in 87 years May 22, factory set up in Yunlin Technology Industrial Park Touliu, a professional manufacturer for the electrolytic copper foil, the current capacity of 1,500 tons on order Application of the main printed circuit board industry, but due to the highly competitive field, Kim decided fought Attacking lithium battery market, home is now complete R & D, mass production is expected late next year.

  According to statistics, the required printed circuit board industry, the electrolytic copper foil of about one month 30,006 tons, the production of copper companies, including South Asia, Changchun, Lee Chang Yung Technology, King Cove, Mitsui, Fukuda, Japan Energy, Kingboard, Furukawa, Chardin, 3 East Zhaoyuan, Jiang copper industry, laptop battery the market many suppliers, competitive.

  As for the negative electrode used in lithium batteries, copper foil, the market potential was solid, especially in the carbon reduction of environmental themes in power, the future will be more and more electric vehicle market, according to market forecast, the global perspective 10% of the cars to electric vehicles (60 million units) to calculate, 1 month and requires up to 10,000 tons of copper, the electric car proportions go down to the pulled up, then demand will also continue to grow along with, rather the sharper look.

  Golden Home is promising the development of lithium battery market, has now completed the necessary research and development of its copper, but also purchases of machinery and equipment, installed the first quarter of next year, in the second half have the opportunity to mass production VGP-BSP13/S , VGP-BPS13/B , the initial planning capacity of 200 tons a month, but still Council orders depending on market conditions and customer demand to adjust again.

  King Habitat description, lithium, copper foil for printed circuit board industry in general are required to use copper oxidation conditions, but the biggest difference is that lithium batteries do not have to have the high-temperature copper foil, tear and other properties, In addition, copper foil for lithium batteries to be more smooth, thinner, can be more beneficial to store electricity, its thickness 10μ and 8μ mainly for the traditional two-thirds of the thickness.

  Kim also said home, and now the development of lithium, copper foil for the Japanese technology is more mature, but are to 3C, the main home appliances, as in China there are also some local manufacturers to produce copper foil copper foil for lithium batteries cell phones, VGP-BPS8 are priced low fro-order market.

  Home is now a steady supply of gold of 75% of the copper foil substrate with multi-layer printed circuit board factory main production base with the client moved to mainland China, with positive steps to develop South Korea, Southeast Asia and Japan market contribution has made the Asian export percentage increase in export share within 3 to 7.

  In addition, Europe and Asia through information technology, according to Beijing research center and Statistics estimates that mid-year 2009 copper foil market scale reached 2.263 billion U.S. dollars, while the gold home for the year amounted to 3.416 billion yuan of sales, estimated market share of about 4.72% .

  98 Annual Report from the King home run, major shareholders, including shareholders Soong 5.96%, 5.37% invest in a large pine, Triumph Investment 5.33%, Song Mingfeng 4.1%, 4.01% Song research instrument, VGP-BPS9A , VGP-BPS9A/B ,  Hua Eng Wire & Cable 2.94%, 2.94% copper the first extension , the source Bao development investment by 2.9%, the central investment was 2.48%.