Continue to run and non-stop

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.

● 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.

Xinyu insist accelerate the construction of the city of the country’s new energy technologies goal is not relaxation, self-pressurized, fight advanced position. Recently, the city’s proposed rematch three years in a bid to the city’s total economic output in 2012, based on double last year. Among them, the GDP exceeded 100 billion yuan, fiscal revenue 12 billion yuan to complete the scale industrial added value above 65 billion yuan, sales income of 300 billion yuan.

Play to existing strengths in developing new energy industries spare article. To achieve this goal, the city with the focus on solar, power and energy storage, energy conservation equipment, wind power and other four sections of new energy industry bigger and stronger, using Zevi, Huadian, Swedish crystal and other enterprises leading effect, VGP-BSP13/S and excellent stock, incremental expansion, and strive to 3 years after the city’s production reached 40,000 tons of silicon material to form a 50,000 tons of lithium carbonate and battery grade lithium salt, 200 million lithium-ion battery production, the main business revenue of 140 billion yuan; rely on Li Jiang, Gan Feng Li-industry companies and two leading enterprises, in accordance with the “control of the upstream, midstream break, gather downstream” development path, quickly enlarge and strengthen the power and energy storage battery industry, making it After PV, the steel city after the first three sales income over 100 billion yuan industry.

Strongly promote the park to form a leading industry with industries supporting a high carrying capacity of the industrial and economic growth plate. The city is committed to creating new high-tech zones to play the energy characteristics of industrial park, to play Fengyi Industrial Park Industrial Park to create new material characteristics,  VGP-BPS13B/B  the industrial base to fight causes of Liangshan Steel Industrial Park. Currently, the city has selected the 100 prospects for future development, market capacity, companies with high value-added products, and strive to cultivate in 2012 had sales of 150 billion enterprise. Of these, over 10 billion yuan of business at 13, over 50 billion 37.

National support policies will continue to follow up: the new energy vehicles has risen to national strategies, and continuously push forward is not in doubt, follow-up will also have the support of the policy have been put forward “New Energy Auto Industry Development Plan” prepared to consider the State Department reported early in July, to wait until after the completion of the preparatory work will be implemented, “planning” mainly from the research and development production, marketing, service and recycling and other links start to develop the corresponding industrial policy, Inspiron 1526 battery fiscal policy, tax policy, investment and financing policies. On the current state of technology, the lithium battery is the best choice for car, all face forward is very positive lithium.

Can reduce the production cost of a lithium battery to run the main obstacles to business: lithium battery under current technology, cost and safety has not yet been sufficient to support live data. The use of lithium iron phosphate is considered for solving the security, the best cycle life of a cathode material, after mixing elements Meng Meng lithium iron phosphate material will further improve the battery’s specific energy, specific power, if the anode material lithium titanate can successfully replace the existing graphite would further address the safety and cycle life problems, the progress of the electrolyte membrane, and also will make further contributions. Over time, Inspiron 1521 battery technological progress, safety and cycle life, the cost will be greatly improved.

LEV (Light Electric Vehicle) or lithium power battery business of promoting the vanguard: The domestic electric bike market about the size of more than 100 million, and the rate of annual increase of 20 million, of which 95% are using lead-acid battery, lithium battery to promote commercial use of a more realistic approach is to increase the lithium battery in the LEV, that is, electric bicycles, electric motorcycles, the use of small electric car, made certain industrial scale and lower costs . To manufacture the electric cars that replace the traditional internal combustion vehicles, then the lithium RN873  to meet the cost of 1 yuan / WH, battery cycle life of 2,000 (or 15 years), and the present distance of the target also some gaps. China’s goal is to 2012 to achieve specific energy lithium battery 120WH/KG, specific power 1000W/KG, 2,000 cycle life, cost 2 yuan / WH; to 2020, the lithium battery than the energy to do 200WH/KG than the power 1500W/KG, 3000 cycle life, cost 1 yuan / WH.

18650 cylindrical core VS large capacity lithium batteries square Choice: Domestic including BYD, universal and so were powered by single battery capacity 10AH batteries into the square group, the advantage of group power required will significantly reduce the number of cores, but this square batteries industry data are inadequate, difficult to ensure consistency, group after the poor cycle life, high cost; abroad, including the BMW is used in such a cylindrical single-18650 body of the battery capacity of around 2AH batteries, such batteries is the general consumer lithium batteries, Chanye of very experienced and batteries Y6142 , KD186 are quite consistent, low cost, Danshi need more sophisticated the battery management system to control After the battery pack into the group. For square or cylindrical which is more appropriate is inconclusive, we tendentious view is perhaps the 18650 cylindrical batteries larger capacity batteries are commercially square the successful operation of the actual conditions, with greater capacity, square type of technological progress and the cost of batteries down, the future may be dominant.

Lithium battery storage areas or open a broad new world: the market is more concerned about the use of the battery as a power, in fact, the use of energy storage is a broad field of earth. Energy storage battery as an integral part of the smart grid can be applied not only save wind, solar and other energy forms new energy instability can also play the role of load shifting. May adopt a “cascading” in the form of advance, the storage battery due to its storage is static, lower demand for consistency, even after retirement battery can continue to serve the energy storage. However, the lithium Latitude D620 battery on the uses of large-scale commercialization of Li-ion battery recycling is still a problem to be solved, this point is not current technology maturity, such as lead-acid battery recycling.

Resolved by replacing one kind of electric vehicle battery energy supply new model, now complete the experiment in Hangzhou. This “for-electricity” way up “charge” time-consuming long short board, part of the solution electric car “hard charging” a new way.

At the just-completed Hangzhou’s first all-electric car charging stations that can replace the battery box of this, about two computers the size of the main chassis, with a special access jack. Been modified in a car trunk, the operator took only about 3 minutes had loaded it with four batteries , the car immediately leave.

Recently held in Hangzhou, the new energy automotive industry development forum, the Zhejiang Provincial Committee and Party Secretary Huang Kunming, Hangzhou, said Hangzhou to seize opportunities and accelerate development of new energy automotive industry. At present, Hangzhou has been put into operation and under construction, there are 10 new energy vehicles, with total investment over 50 billion yuan. If all of these enterprises put into operation, each can produce 25 000 new energy vehicles.

Meanwhile, with the service charge to promote the construction of supporting facilities, and the purchase of new energy vehicles and other users of financial subsidy given to a series of supportive policies have been put forward in 2012, Hangzhou actually put to use new energy vehicles will reach 3000 .

Turning to the reasons electric cars more difficult to promote, Hangzhou Electric Power Bureau of the experts said, despite the price, charging is inconvenient for a major.

The current charging the existence of two “shortcomings”: first, long charging time, the general car charge to more than one hour, if you want to charge a short time, then the greater damage to the  dell Studio 1535 battery ; second is the limited parking environment. “As long as ordinary car drove off with the oil, and electric vehicles will take a long time charge, the city is hard to find so great a space dedicated to long vehicle parking charge.”

“Through ‘for power’ mode electric vehicle charging problems can be resolved, at present, the program has matured.” The expert said. “In the future, battery manufacturers can put different performance batteries in the box, connected using standard connectors and automotive replacement very convenient, but also help users to choose different quality of the battery.”

Hangzhou Electric Power Bureau Deputy Director in charge of the letter, said Cai, Hangzhou is exploring the car charging network construction mode. Advance in the process of charging facilities, dell Vostro A860 battery  need to overcome is the practical problem to solve Hangzhou car charging network distribution.

According to industry analysis, cell design data typically 200-400 km, a top speed of 100-150 km, the situation can only reach about two-thirds of the design desired. Holdings based on market terms, would require at least 25 kilometers per build a charging station.

In this connection, Hangzhou Power Authority proposed the idea that the use of supermarkets, stadiums, public parking lots and other resources, the establishment of charge pile as a supplement to complete the battery charge; in the business area, residential area or mall in the parking lot in achieving distribution and replacement of the dell Latitude D620 battery, as long as the car park to provide a container the size of the venue can be. The future, this model would constitute a low-cost, wide coverage, strong functional battery energy supply infrastructure network.

At present, Hangzhou has established 10 power stations and two charging cradle column, the major professional service vehicles. This year, Hangzhou will build a large power stations, five medium and small power stations, from 50 to 100 battery replacement service outlets and 130 charging pile, mainly serving the community of vehicles. In accordance with the planning of the electricity sector, within 5 years to invest about 500 million yuan to build an infrastructure for electric vehicles to meet the 5000 demand for electric vehicle charging.

At present, the Hangzhou Government plans electric vehicle industry into a strategic and pillar industries to stimulate low-carbon city development in Hangzhou. Hangzhou, the government official said the next step, Hangzhou government will entrust the drafting of Hangzhou, Hangzhou Electric Power Bureau of model car charging network distribution planning, and programs into the urban planning, balanced, comprehensive layout, built up in Hangzhou Charging service network.

2010 mid-term investment strategy will be today in Lijiang Dagang Wang Bao International Hotel was held, the National Institute analyst Kim comprehensive analysis of macroeconomic developments in the second half of 2010, A-share market investment strategies and industry evolution. Golden State securities of new energy and power equipment, researchers Zhang Shuai in the introduction of the new energy investment strategy is that the bullish power batteries , solar energy and its sub-sectors.

He said the new energy including solar, wind, power batteries , nuclear power and related sub-fields, the growth of the industry we are optimistic about battery, solar and sub-sectors. Solar short term rate, medium term supply, long term costs.

Judgement on the solar energy is that for sub-sub-industries, it is high, mainly to see the changes behind the sony VGP-BPS18 battery  can regain the cost in the short term, the other is a small solar energy technologies, including the condenser, heat together the problem, since the polysilicon continues the expansion of the scale, now faces the question of how the technology is relatively improved, condenser, heat together the technology is diverse, and the second is with the polysilicon industry chain is now the primary, industry growth is very impressive pair concern.

Judgments in two parts on the wind, part machine, part, parts, machine no worries, there are long and short term, not short-term growth issues, long-term growth rate will decline. This year 30%, 40% can look forward to next year may be 30%. We believe that the core components still have the opportunity, mainly looking at some of the localization process, because some parts and it has not completely replace all of the localization, localization, including electronic control leaf converter still in the process of this technology. Main inverter, the current system, lubrication system, the original one is highly skilled, on the other hand is not achieved under the current market space localization, so we think that the opportunity to machine the sea wind. This is a steady wind power growth is to look at some machine business.
 
For nuclear power, our basic conclusion is also sub-sub-sectors from the inside looking for opportunities,  sony VGP-BPS14/B battery nuclear power is the main equipment of a one component, the three major driving force is the main equipment manufacturers HEC, power (600,627, stock it), the East a year sets, probably approaching 10 billion a year market-than-expected number of segments or sub-sectors such as energy storage and so some of the corresponding total company, Dongfang Electric Appliance can be of concern.

Battery, our basic concern to judge is the industry’s most upstream and most downstream, including the most upstream aluminum carbonate, aluminum, batteries, the manufacture of intermediate links, as time goes on, the importance of coming down.

American Electric Vehicle Company of California Kodak Company on May 25 announced that Ohio will be used to establish the first factory in China Li-ion Latitude D830 battery technology for automobiles, in order to launch all-electric car this year.

According to the U.S. “New York Times” news, after the U.S. auto industry with the development of China’s scientific and technological forces is a very rare example. Kodak Company, this facility will provide at least 1,000 jobs, which means that this program will also provide employment for the two sides of the posts.

Kodak executives said the company will be the electric car in Los Angeles to complete the final assembly, while prior to the completion of the module manufacturer in China. Subjects in the original plan directly from a factory in Tianjin, China imported car batteries, but this battery size, weight, leading to its transport from China to the United States the cost is very expensive. So in the end Kodak changed our plans in the United States to find a way to produce it directly Inspiron 1520 battery , Inspiron 1521 battery .

Although the basic technology to manufacture such lithium batteries already come out, but the U.S. has yet to apply it to electric vehicles. Kodak’s head in May 23 visit to Tianjin, China saw the technology, and said, “We are very fortunate to find an open-minded partner, so I am pleased to say to them, ‘Let us on your technology cooperation it ‘. ”

Reported that the U.S. company the short term depends on the production of China’s advanced battery technology, and the company’s goal is to replicate in China Li-ion battery manufacturing plant.

U.S. Commerce Secretary Gary Locke in the May 22 press conference in Tianjin said: “Even if the U.S. put pressure on China to the United States for more clean energy technology, but in some areas of battery technology, the United States had to learn Chinese.”

Xinhua Washington, May 21: The United States “Atlantis” Space Shuttle crew of two astronauts conducted 21 since launch the third and final spacewalk for the space station’s two solar panels installed blocks of a new battery.

Accomplish this task is the “Atlantis” mission specialist Michael Goode and Garrett Reisman. They installed a new battery each weighing 170 kilograms, cost as much as 3.6 million U.S. dollars, and remove the old batteries will be shipped back to Earth. In addition, the two astronauts for the space station cooling system is also connected to a new cable.

“Atlantis” on this trip to the space station were delivered 6 new batteries  RN873 , GW240  and so on , Michael Goode and another astronaut Steve Bowen walk in the space 19 has been installed on four.

Space station solar panel battery has been in service for 10 years. NASA hopes the shuttle retired before the end of the year, these batteries “new for old.” Launched in July last year, the “Endeavour” astronauts have replaced the six batteries.

“Atlantis” No. 14 from the Kennedy Space Center in Florida for launch to the International Space Station, the 12-day mission, the main task is to the ISS Russian-made “Dawn” was a small experimental tank, solar cells and Ku-band antenna and other key components and cargo.

This is the “Atlantis” was the first since 1985, serving 32 flights, is also planned last. “Discovery” and “Endeavour” was will be held in September, the final flight in November, followed by the United States will retire its space shuttle.

Hunan Rui Xiang New Material Co., Ltd. is the most important production companies lithium battery cathode material, this year’s sales expected to grow 4 percent over last year. Photo Rui Xiang production workshop new material. Profile picture

“For 2012, the city industrial output value reached 100 billion yuan Materials, 2015, the new materials industry reached 1,000 billion in total industrial output value.” Changsha materials for industries, especially the prospects for the development of new materials industry, Economic Commission Vice Renhuang Tao confident that “the new materials industry of Changsha have foundation and advantages, there are prospects that we can become a true storage of all new material!” In recent years, a number of advantages of the industrial economy Changsha Industry such as engineering machinery, automobile, food, new materials have sprung up everywhere. Municipal government put forward to the end of 2012, Changsha City Yaodazaochu 4 100 000 000 000 industrial clusters, industrial materials, is one of them.

Status quo

Four Features of the formation of the new materials industry clusters

In recent years, Changsha surging new materials industry, industrial scale has been bigger, has more than electronic information, bio-pharmaceutical industries, as in Changsha City, “12 5″ planning focus on the development of the four industries VGP-BPS13A/B , VGP-BPS13B/B  .

According to the Economic Commission for relevant departments in Changsha Statistical data show that the first quarter of 2010, the city’s new materials industry cluster size to achieve 8.555 billion yuan of industrial output value, up 25.0%; scale industrial added value achieved 2.19 billion yuan, up 19.2% .

Tao Huang introduced a new materials industry of Changsha high degree of concentration has now formed a metallic new materials, advanced hard materials, advanced energy storage materials and advanced composite materials, new material advantages of the four major characteristics of industrial clusters. Force element of new materials, new materials Bo Yun, Sheng Technologies, Golden Dragon Copper, Aluminum by Court, Jinrui a number of key science and technology enterprises in power batteries VGP-BPS8 , VGP-BPS8A , fuel cells, solar batteries and so reached the international advanced level, with world-class enterprise with The Contest of Strength.

Superiority

Technology with independent intellectual property rights

Changsha materials industry in size than the lead, but technically is definitely leading. R & D and technical support capability, with independent intellectual property rights, is the industry leader in new materials, Changsha, the biggest advantage of the country.

Relying on Central South University, National Defense University, Hunan University, Changsha Institute of Mining and Metallurgy and other universities and research institutes, Changsha, a group of influential scientific and technological achievements. Changsha new materials industry is not only large number of scientific and technological achievements, high level, and high conversion, the emergence of a large number of “hidden champions”, for example: Firs new material is the first, third in the world’s production of lithium-ion battery cathode material R & D base; force element of new materials is the first continuous strip nickel foam production company, is currently the world’s largest production base of continuous nickel foam strip, its technology with independent intellectual property rights, product key performance indicators have reached international advanced level ; the United States and the United States the production of high technology batteries for all overseas sales; the world’s four major mobile phone manufacturers mobile phone screen, almost all production from the blue-thinking technology.

Initiatives

10 million yuan annual salary of the introduction of high-end talent

The face of the new materials industry of Changsha made considerable progress, the related industries who are not blindly optimistic. “Big Mac” business too small, there is no formation of intra-industry technology alliance between the new materials industry and the lack of effective integration of manufacturing equipment, production VGP-BPS9 , VGP-BPL9 equipment and process technology is still a wide gap with the foreign presence, are now restricting new materials Changsha Industry Leap bottleneck.

To speed up the development of new materials industry, Changsha City started the “talent, standards, patents” strategy, the introduction of a number of breakthroughs in key technologies to the world-class scientists and engineers, on the key enterprises to introduce overseas high-level talents subsidies. Last year, Keli far spent 10 million yuan the company introduced from Japan, a high-paid talent initiatives, it caused widespread concern both inside and outside the industry.

It is understood, Changsha will be through the adoption of new materials to increase capital investment in industry efforts to form trade associations to promote industry integration and complementary measures, from the capital, systems, human resources, management, and so in Changsha this “new energy storage materials are “endless power to rise.