New energy investment opportunities in automotive battery industry show
Shenyin Wanguo Securities Research Institute recently in the “investment in China in the second half of 2009 Shenyin Forum” on the “second half of 2009 the new energy automotive battery industry investment strategy” that, to develop new energy vehicles, the economic transformation of China’s strategic choice China must take the development path, China will invest to support the huge development of the industry.
Shin million study that the current nickel-metal hydride Toshiba laptop battery technology the most mature, the next 3-5 years HEV new energy vehicles will continue to be the mainstream, will be PHEV, EV co-existence about 10 years; lithium iron phosphate balance security and endurance capacity considerations, will be PHEV, EV obtain large-scale applications, but depends on cost reduction, the national network of charging stations established, the next 3-5 years will be large-scale commercial production.
New energy path of a car battery industry as follows: Ni-MH Lithium — — fuel cell power. Shin million study that the trend and pace of development, the short-term performance can be realized only nickel-hydrogen battery, the nickel-metal hydride is more suitable for the industrial chain to the valuation by PE; in 3-5 years, IBM laptop battery -related industries chain’s performance will not be substantive contribution to the industrial chain of lithium is more suitable for the method used to price options.
Shin million study that the current nickel-metal hydride Toshiba laptop battery technology the most mature, the next 3-5 years HEV new energy vehicles will continue to be the mainstream, will be PHEV, EV co-existence about 10 years; lithium iron phosphate balance security and endurance capacity considerations, will be PHEV, EV obtain large-scale applications, but depends on cost reduction, the national network of charging stations established, the next 3-5 years will be large-scale commercial production.
New energy path of a car battery industry as follows: Ni-MH Lithium — — fuel cell power. Shin million study that the trend and pace of development, the short-term performance can be realized only nickel-hydrogen battery, the nickel-metal hydride is more suitable for the industrial chain to the valuation by PE; in 3-5 years, IBM laptop battery -related industries chain’s performance will not be substantive contribution to the industrial chain of lithium is more suitable for the method used to price options.