Continue to run and non-stop

New energy investment and market perspective, you can line up four new echelon of the energy industry: the first tier is a new energy vehicles, including battery, motor and vehicle; second tier is the smart grid and nuclear energy; third echelon is wind and solar energy; the rest attributable to the fourth tier. Of course not absolute, in the long run more promising areas which really does not, and the field may have the opportunity to appear Dingli industry and the world’s great companies, so you can refer to, but not necessarily in echelon echelon select investment targets.

Recently, led by the Ministry of Industry and the development of “energy saving and new energy vehicle development plan (2011-2020)” (the “Plan”) has been completed to the relevant ministries are consulted. If all goes well, will be finalized and submitted to the State Council this month approved a new energy automotive industry leading the development of China’s major policies. The “planning” set out in detail China’s energy saving and new energy vehicle development goals and a range of support methods. It is understood that, as of the end of July, the new energy vehicles from the 20 pilot cities to 25 VGP-BPS10  VGP-BPS10A .

With the market’s rebound, the performance of the new energy sector will be more and more prominent, than the market gains the majority of plates, showing significant premium over their fans to bring returns. Speed the development of new energy industry is the most obvious sign of the recent introduction of new energy related policies or upcoming intensive, which will provide a powerful new energy industry momentum.

Grand plan

Has been finished under, Jinru to various ministries for comments stage, “planning”, the next 10 Nian, Zhongyang finance will allocate more than 100 billion yuan of funds, Yong Yu Jie Neng and new energy to support industrial Lian Fa Zhan Qi Che; Yucitongshi, Jie He after four ministries jointly issued a “private purchase of new financial subsidies for the energy auto pilot Interim Measures,” in the pilot cities that “subsidies for specific management measures, the pilot cities to develop their own local conditions” requirement, the relevant pilot cities the attractiveness of the new surge of energy automobile enterprises.

With the introduction of these planning and implementation of new energy industries in China will usher in the great development of China’s industrial structure will certainly gave birth to a huge new energy industry, the existing listed companies, some certainly emerge as tomorrow Star, its stock price will go a spillover to other companies. In the current market rebound, many new energy companies, and showed no premium, and some premium is not obvious, that the new energy sector stock prices are not high, not fully reflect the expectations of its good, over time, this situation will be change, therefore, the price that it is a good time to intervene VGP-BPS10A/B .

According to “planning”, pure electric vehicles will become an important strategic transformation of the automotive industry direction. China will eventually plug-in hybrid vehicles and pure electric vehicles industrialization; the same time will speed up the development of fuel cell vehicle technology. This new energy vehicles before the subsidy program focused on the electric car is the same. “Planning” sets out in detail the energy-saving and new energy vehicles in China’s development goals, that by 2020, industrialization of new energy vehicles, and market size to meet global No. 1, Qi Zhong new energy vehicles (plug-in hybrid vehicles, pure electric cars , hydrogen fuel cell vehicles, etc.) to maintain capacity to 5 million; to hybrid vehicles as the representative of the fuel-efficient vehicles sold in the world, annual sales reached 15 million.

“Planning” project in 2015, the average passenger car fuel consumption level of 35% compared with 2008, decreased to 5.9 l / 100 km. 2020, passenger car average fuel consumption of 4.5 liters / 100 km. It is learned that this goal has been higher than the United States, and demanding the European Union at the same level. At present, for we can only hear in the news, BYD electric vehicle, the 2020 seems like only a dream, but how far this dream, who do not know, in my opinion, the most be considered a vision.

Meanwhile, the “planning” also recommends the purchase of energy-saving and new energy vehicles in the consumer, reduction of vehicle purchase tax and consumption tax. As in 2015, registered for the new plug-in electric cars and hybrid vehicles consumers, travel tax exemption; for the purchase of ordinary consumer hybrid vehicles, half of travel tax collection. For related car companies, such as the inclusion of “national priority areas to support high-tech” enterprises and key parts of the vehicle business, the high-tech enterprises will enjoy the state income tax incentives.

The new line of new energy

Currently, according to public information, Sinopec, CNOOC, State Grid, have been one after another vehicle for the new energy industry, expand the cooperation with the pilot cities. The opening in an upcoming pilot city “bride theft drama” on the eve of the media revealed that, 8 months, the SASAC will organize a “new energy cars Central Enterprise Alliance.” VGP-BPS10B  VGP-BPS13

In fact, from traditional cars to the initial popularity of electric vehicles, require a fairly lengthy process, in this process, the traditional power will remain the dominant group, hybrid technology will play a key role. Automobile manufacturers, who now ignore the traditional power in the new energy technology will come to be out before the first year, and who account for the advantages of hybrid technology, whoever the next era of power-driven continues to lead. Electric car has never been something new, even more than gasoline cars appeared much earlier, Nissan introduced as early as 1947 had electric cars, and now we rush to carry out his electric car ran.

This is shocking and unexpected look at the data, “China after 10 years of hybrid vehicles sold 15 million years!” In 2009, we can calculate in the end to sell a few more hybrid vehicles, sales of BYD F3DM not hundreds, Toyota Prius sold only 271, Honda Civic hybrid plan in 2009 only 300 units. Press hard to imagine, 10 years after the hybrid model can achieve 15 million in China’s breakthrough.

Industrialization of new energy vehicles first in the world, also need to have the industry base. A few years ago, we have proudly announced the new energy field, we and abroad on the same starting line; recently, the leadership of the Ministry of Industry and admitted frankly, electric cars and the gap is only 5 years abroad. Turning to the planning, appropriate forward naturally, but if the only fantasy, it lost its meaning.

Although the plan is doubtful, but we seem to realize some of the information from the planning. China to do big, strong new energy automotive industry, seems to have with our own brand are inextricably linked. Joint venture brands of electric cars over the development cycle, development of electric vehicles over the joint venture brand node difficult to change 10 years after the concept car, we can only wait and see.

New energy technology problems to be solved

New energy automotive industry chain, charging station is a recognized bottleneck, is recognized as the most profitable part. Only charging station, for example, under the relevant reports, National Grid announced the end of this year, will complete the 75 electric car charging stations, 6209 charge counters pile construction, this massive project will involve 27 provinces and cities VGP-BSP13/S  VGP-BPS13/B .

Large-scale offensive in the central corporate giants in the field of new energy vehicles, rapid industrial development, while driving, it is difficult to avoid “fighting each other” are really worried about the industry. According to the preparatory program of the Union, “2012, ‘new energy cars Central Enterprise Alliance’ on the field of investment in new energy vehicles will increase to 100 billion yuan, in addition, do not rule out the central enterprises of individual assets into the new energy vehicles the possibility of alliances. “The authority told reporters.

According to industry sources, in view of the industrialization of the surviving passenger technological bottlenecks - mainly from the charging station charging mode, the pilot cities of the trial operation of new energy vehicles will be Meige Gongzuo city based on the average 2000 passenger car started.

Some experts said the oil - electric hybrid cars more fuel-efficient small complex structure of the existing internal combustion engine technology and in Internal Combustion Engine developed on the basis of the hybrid electric vehicle competition, our little catch up with advanced auto makers may be. In fact in the ‘15′ period, China has been of special hybrid vehicles, but because behind our traditional automotive industry, the introduction of light, not digested, a few years behind on technology, but also re-introduced, to enter the a vicious cycle. Some of the traditional auto manufacturers not a bad idea hybrid electric vehicles, according to its national policy but in a different fuel economy reasonable subsidies, but only on a transitional arrangement.

“In accordance with relevant provisions of state subsidies for the electric bus 4 yuan / km, while the national subsidies of diesel passenger cars is 3 yuan / km. At present, the electric bus operating costs than diesel buses, a small number of pilot cities of the declaration of state aid to electric bus while the actual operation of diesel buses phenomenon. “The relevant parties to the reporter VGP-BPS13A/B  VGP-BPS13B/B .

“To solve this problem, management decided to pilot the city’s electric buses all operate independently, to obtain the true from the pilot cities, distinctive electric bus operating experience, the popularity of future electric passenger cars lay a solid foundation.” The stakeholders also told this reporter, “These issues reflect the real work in the initial stage of the pilot, the city’s new energy auto pilot test operation does not make money, only financially strong enough to be able to undertake large-scale enterprises, but in fact violated the experimental work to accommodate the nature of good policy. Therefore, the relevant administrative departments under study ‘on the new pilot project to increase subsidies for the energy intensity of cars’ way. ”

In the fuel cell electric vehicles, oil - electric hybrid vehicles and pure electric vehicles, electric cars in three categories, some experts suggested that China should learn from the United States, Japan and development model, first the development of fuel cell electric vehicles or fuel - electric hybrid cars, finally the development of the progressive development of pure electric vehicle line.

The development of pure electric vehicles will increase as the national strategy to promote the construction of supporting facilities such as charging stations. Implementation of electric power is one of the prerequisites car can Sinopec, CNPC, CNOOC, battery factory, power departments, stakeholders, the joint is composed of several electric vehicle operators, vehicle owners do not buy a car battery, and the company’s lease or exchange batteries, the user only pay electricity and appropriate service charges, electric vehicle users to eliminate the burden of the initial investment. Currently, Guo Jia grid other enterprises have begun to test the water charging station’s construction, Yi Dan pure electric cars a national strategy will greatly Diaodongxiangguan business building charging stations in positively, thereby driving ancillary facilities for the construction of electric car development VGP-BPS8  VGP-BPS8A .

New energy vehicles, and battery optimization and upgrading of key components

Never seen: an industry, the state will support policies so frequently, the first time in our country. This shows that the state of the new energy automotive industry’s emphasis.

According to reports, the “energy saving and new energy vehicle development plan (2011-2020)” (the “Plan”) detailing the energy saving and new energy vehicles in China’s development goals and a series of supportive policies, pure electric vehicles will be transformation of the automotive industry an important strategic direction. “Pure electric vehicles best suited to China’s lack of engine oil, low technological level of the national conditions, simple structure, easy maintenance, energy and materials.” Li said. This is the second in June this year, the Ministry of Finance issued the four departments “on the private purchase of new energy vehicles to carry out the pilot informed the subsidy”, the lead industry development of new energy vehicles in China an important policy. ”

“In the traditional internal combustion engine for motor vehicles, once the car has been restricted development bottlenecks. China Luohou Yu Guo Wai 20 years, particularly high-tech car engine Zhe Yi Ling Yu. Huan don’t domestic enterprises independent development capability in China to catch up in the internal combustion engine vehicle Fadaguojia chances are slim. Inspiron XPS Gen 2 battery XPS M1210 battery XPS M1330 battery

But in the field of electric vehicles only four, five-year gap. China has a cost and market advantages, and may have the potential to form a leadership position in the world. New energy vehicles are expected to become important over time for the automotive industry path, is the car corners overtaking opportunities. With the automotive industry in the new energy technology revolution, the next 10 to 20 years, will be China’s automotive industry to achieve leap-type development for Daisaku Jiang own brand of a major historical opportunity.

This is why: We encourage the development of electric vehicle industry, where the factors. In the future, China should strive to become the automobile production and marketing power, and as people’s living standards and material needs of development. China’s future prospects of new energy vehicle market will be unlimited, a huge market; but it will be the companies compete for business battlefield. This is, foreign and multinational companies gain a foothold in one of the factors.

“Planning” Once implemented, China’s new energy vehicles and key parts battery industry will be the first to usher in rapid development. See new energy vehicles will be based on the traditional auto industry chain extrapolate to increase the battery, motor, electric control system components. It is understood that additional components of new energy vehicles, the battery system, the highest proportion, accounting for most of the additional cost. The cost of electric vehicles in the composition, power battery up to 60%.

According to statistics of major cities, 80% of the vehicle on mileage at around 20km (small cities should be shorter), so the user considerable short-range cars. Now the use of electric bicycles and light electric motorcycle masses, enhanced purchasing power needs in shelter, means of transport, they are short-range electric vehicles to potential customers. Charging time travel 50 ~ 80km of pure electric vehicles much market power of existing lithium-ion batteries or lead acid batteries can meet the requirements Vostro A860 battery Vostro A860n battery .

Battery is the new energy automotive industry chain, the most critical and most central links

New energy automotive industry value chain will focus on the most core of the battery business to start, and gradually extended to the electrical system (drive motor, control system), vehicle (passenger cars, buses), and upstream resources (lithium, rare earth) in the field.

Current power source for electric vehicles as the main battery lead-acid batteries, nickel hydrogen batteries and lithium ion battery. “Lithium battery will become the mainstream of future development of power battery, lithium ion battery is developed in 90’s of last century a new type of energy storage batteries, a light weight, high specific energy and specific power, small size, long cycle life, no memory, self-discharge rate, temperature, widely applicable range many advantages, Geng meet the plug-in hybrid electric vehicle car Yiji pure demand. and lithium batteries have a larger and lower costs of technology Promotion Kong Jian, Therefore, medium to long term lithium batteries will move toward a market on the nickel-hydrogen battery to replace the battery. “parade view.

In response, the State Director of the Centre 863 Prince of battery testing in winter that the power lithium battery market in 2014 is expected to reach 2 trillion yen, the overall battery market, more than 3 trillion yen. Battery manufacturers felt the demand from the global automotive manufacturing company a surge in pressure. Battery manufacturers preparing several major battery manufacturers has exceeded 1 trillion yen total investment, such as SONY investment in the next few years about 100 billion yen. Mass production lithium-ion battery costs will drop rapidly down to 3750 yuan in 2015 is expected / kwh. Large-capacity lithium-ion batteries will be in the railway and other industrial application fields Vostro 2510 battery

“At present, the cost of basic iron phosphate lithium battery in the 4000-5000 yuan / kwh between. Ni-MH battery costs about 2,500-3,000 yuan / kwh, in June introduced the” new energy vehicles subsidy policy “on pure electric passenger car battery Groups of not less than 15 kwh of energy minimum subject, that a new car battery 15 kwh of energy calculation, and consider the future cost factor was the conservative assumption that nickel-hydrogen battery unit price 30000 yuan / sets, lithium battery unit 50 000 / Taiwan; use of nickel-hydrogen batteries, 70%, 30% with lithium, so that we can calculate, nickel-hydrogen battery market in 2012, capacity will reach 31.5 billion yuan, Li-ion battery market capacity will reach 22.5 billion. from the current situation, by 2012, 1.5 million new energy vehicle production may be difficult, but to achieve this goal by 2015 is entirely possible.

New energy vehicles in accordance with the current momentum, the future will increase production and sales! Person is expected to: a new energy vehicles in 2012 reached 1.5 million. This will impact the entire global production share Vostro 1710 battery Vostro 1720 battery .

“Lithium-ion battery homogeneous competition is very serious.” Recently held in Beijing at the Sixth Beijing International pure electric vehicles, hybrid vehicles and parts cum clean energy show, a domestic business-related executives talk about lithium batteries exhibitors feel resigned: “You look at these booths, one by one company are lithium level of technology similar; our customers - but not even one vehicle enterprises appeared.” The person in charge that the new energy vehicle model after running the country to face real business to run next request will be higher, the threshold will be set higher standards. “Countries would undoubtedly lithium Biaozhun, 企业 access some move. Only by strictly the norms is possible so that the current homogeneous competition become into a business speed up its development, to market the momentum.” He said.

In fact, the power lithium battery-related standards and specifications in the country are in the process. “Power battery industry in the second half of this year there will be some GB or industry standard can, including standard sizes, Anquan Xing, Xun Huan Deng life.” Guo Jia Ji Hua 863 energy saving Yu Xin Qi Ju major Xiangmuzongti Zhuanjia Zu Chemical and Physical Power Technology Laboratory Battery liability expert Xiaocheng Wei told reporters recently, in addition to the standard battery, the state departments of electric vehicles are perfect for brewing a standard system, covering vehicles, batteries RN873  GW240  Inspiron 1525 battery , motors, charging facilities, part of the standard expected in the second half of this year announced.

Policy opportunities

“Comparison of lithium-ion batteries currently ‘hot’ applications more occasions can be said that lithium-ion batteries are now facing greater opportunities to develop the great potential.” Nonferrous Metal Research Institute Beijing Institute of Energy Materials and Technology, the Navy lieutenant senior Dr., with the expanding application of lithium-ion battery battery for some time will occupy a major share of the market.

Lithium-ion battery “hot” with the policy transmission information is not unrelated. June 1, the Ministry of Finance, Ministry of Science, Industry and Information Technology, National Development and Reform Commission jointly issued “on the purchase of new energy vehicles to carry out subsidies for private pilot’s notice”, on the plug-in hybrid electric passenger cars and ride car for a one-time subsidy. Apparent olive branch policy for these two types of models to the power lithium battery tilt Inspiron 1526 battery .

Side subsidies for private purchase of new energy vehicles formally launched pilot projects, one side is the public transportation field, “10 City 1000″ energy saving and new energy vehicle demonstration and extension of the pilot expanded to 20 cities. Attractive market prospects as a beautiful picture out slowly, then the internal power lithium battery company is ready?

“Now the power lithium battery company is well positioned to meet the demonstration run of preparation, but not well prepared to adapt to the market. It is hoped that the national policy of pulling for the new energy automotive products to market to prepare for the future.” Chinese Academy of Sciences Institute of Physics Fellow Huang Xuejie told reporters that the role of model runs in two aspects: First, the size of the market for a certain power lithium battery production enterprises up and running, we will never mention the technology matures, the accumulation of experience; second is solved in time demonstrate the problems exposed in the operation, and complete power lithium batteries and the vehicles running. Huang Xuejie that this stage needs about 2-3 years. “After 2-3 years there will be some power lithium battery in quality to meet the requirement. 2015, some enterprises do not need to subsidize power lithium battery will have a market competitive U4873  D5318 .”

Huang Xuejie have made the market competitive power lithium battery for a few indicators: by 2012, the energy density of batteries group must first meet the safety, environmental adaptability. Energy density of 120 Wh / kg power density of 1 kW / kg, cycle life of 2,000 times the cost of individual cells up to 2 yuan / watt when the following.

College of Chemistry and Molecular Dr. Huang Youyuan believes that the current power lithium batteries is also very difficult to meet the needs of commercial electric vehicles, the main issues: the cost is still too high; technology immature, the reliability to be verified; product consistency to be increase; and matching battery power battery management system still needs improvement, and improve reliability.

Xiaocheng Wei believes that the domestic lithium battery power to run the basic model to meet the requirements of electric vehicles, but also need the technical, cost, to further improve, more attention to safety and reliability. “At present, lithium battery power is running in demonstration vehicles to get a better application of technology has been verified and assessment. But the electric car to meet the requirements of ordinary people, but also reliability and cost, in-depth research to continue. In the present the basis of specific energy battery system will be increased to 100 Wh / kg, the driving range to 100 kilometers or more, and gradually improve and promote the electric vehicle technology advances, the ultimate commercialization of electric vehicles to meet the requirements Inspiron 6000 battery  Inspiron 9300 battery . ”

Apparent gap

Experts agree that China’s power lithium battery technology and advanced level there is a certain gap.

HUANG You-yuan fully reaffirmed China Government in promoting the dynamic performance lithium battery applications. “As the Chinese government’s active promotion of domestic lithium battery in the application of power to lead the world, and accumulated precious experience in large-scale application of lithium battery power.” But he also pointed out that Japanese power lithium battery technology is based on automated production lines, consistency of better batteries; while most domestic power lithium battery technology is based on semi-automatic or manual production line, the battery is less consistently. And both lithium manganese oxide spinel or iron phosphate lithium battery, China and Japan are in the small-scale trial production stage.

Huang Xuejie that the power lithium battery technology at home and abroad in the gap mainly in three aspects: First, domestic battery and foreign individual indicators may be close to or even higher, but the overall index lower, especially in the battery life of the above; 2 is the reliability, consistency, there are large gaps; Third, the overall large-scale industry, but there are single companies small and too scattered problems Inspiron 9400 battery Inspiron E1705 battery .

“A big gap between high-end application market. Such as Japan in the control of raw materials, cell quality control, management control, etc. have been extraordinarily Yange, battery good consistency; Erwo Guo Although capable of producing high-quality of single cells, but cells consistent of quite different, applications will exist on the vehicle a short battery life, high cost range of issues. “Wei Navy believes that this gap is the country’s overall level of equipment manufacturing industry decision, not a single battery industry can change the short term.

According to Huang Xuejie introduced in Japan in the production of special equipment lithium battery power at least 5 years ahead of China, such as 600L mixing pulp machine, spray coating machine, hot and cold rolling machine. China achieved through the introduction of absorbing the majority of stand-alone equipment at home, but the single production and manufacturing precision equipment, there is a large gap with Japan, there is no domestic auto batteries assembly line. “Introduction alone can not solve the problem, to enhance self-development capabilities and equipment.” He said Inspiron XPS M170 battery  Inspiron XPS M1710b battery  .

“China and Japan than in the single battery, module, integration has a gap, this gap between the battery more integrated.” Xiao Chengwei that domestic battery business in the future may be a number of different development models: part of the enterprise specialized in the production scale of single cells; part of the company may be engaged in the size of the battery module production; part of the company will do the battery system integration, such as foreign Bosch, China, Johnson, like other auto parts enterprises. Can not simply say which model better, as long as the business under its own characteristics and technical capacity to play their respective advantages and expertise to do so refined, can be regarded as a good development model. ”

Person in charge of a lithium battery company, said: “power lithium battery industry is currently facing two characteristics: First, divide the product be used in many industries such as energy storage industries, automobile industries, different sectors of the lithium battery’s individual needs not the same; Second, for each industry, the short-board lithium urgent need to upgrade, such as reliability, consistency and so on GD761  TD347 . ”

Solution

Huang Xuejie in an interview process repeatedly emphasized: “a certain power lithium battery industry, give a training opportunity.” According to him, the Shanghai World Expo 1000 a new energy vehicles, 1 / 3 of the vehicles using the power lithium battery, the number of is not small. However, the maturity of the Japanese power lithium battery is better than China, which is the whole industry chain, level of development. “Our consistency in the quality of raw materials, the key material performance levels, equipment levels and an integrated battery indicator so obvious gap with foreign countries. The solution is nothing but two: First, the introduction and development of advanced high degree of automation equipment; 2 must rely on time, the number of accumulation. “he said.

“From a technical point of view, indeed constrained battery electric vehicle development, mainly in high cost and lack specific energy and cycle life to be improved and so on.” Huang Yu-yuan believes that these problems can be resolved in two ways: one be improved through technological advances; Second, the maturity of existing technology for the development of market operations and commercial models. Commercialization of electric vehicles may change the way people travel transportation and energy use patterns in the electric vehicle development process, its market positioning as technology development may be constantly changing, so the different stages of technology, electric cars need to use specific ways to achieve commercial operation of the market Inspiron 1501  Inspiron 6400 battery  Inspiron E1505 battery .

A lithium battery company officials said, the industrialization of the final guidance from the commercial, industrial integration of resources needed to guide business operations. According to him, the current domestic electric car industry chain, many companies are seeking deeper cooperation.

For the power lithium battery technology, Xiao Chengwei that China’s lithium battery performance level in the current level increased by 30% or more is no problem. “By enhancing the performance and battery raw materials, their design, process control, integration and other aspects of the battery pack can achieve this upgrade.”

Huang Xuejie that by 2015, electric vehicle batteries will abide by the basic iron phosphate lithium battery technology based course. “By 2015, battery life can reach 10 years, and cost competitive. To 2020, it will certainly replace the lithium iron phosphate cathode material there is expected when the battery specific energy will be doubled, the cost is only half of the . “According to him, there are already a kind of lithium manganese oxide-based layered oxides, the specific capacity greater than 250 mAh / gram. Next-generation battery materials technology is expected to achieve this upgrade.

Winner will be C1295 Inspiron 500m  Inspiron 510m battery

For the current domestic power lithium battery industry, the existence of blind investment and redundant construction, experts mixed views. Huang Yu-yuan that the more serious phenomenon. Some parts of the industry, regardless of the basis and conditions of their own, have no maturity of the technology of the scientific assessment of the blind decision-making, leading to a large number of low-end, technology premature battery Xiangmu launched. This not only brings great risks to investors, but also disrupted power battery market has just started on the development of China’s battery industry is very negative.

Xiaocheng Wei believes that, from the industry point of view, the more engaged in the business of promoting the greater development of the industry, upgrading of technology, industrial scale are very helpful. Some companies do not rule out low-level redundant construction, but the state can develop policies and measures to guide and regulate the industry to develop healthily Inspiron 600m battery .

“Everything always have a balanced development, then in the development of self-balance or to the external environment to balanced development. Current power lithium battery industry is unbalanced on the stage of development, domestic and foreign enterprises are optimistic about the market, therefore, not exist to avoid too high expectations, the phenomenon of excessive investment, which requires businesses and state take the time to understand and adjust. “Wei Navy that.

In Huang Xuejie view, an early stage of development the industry is the pack and play, rushed into. At this stage, the government can appropriate guidance, information disclosure, while experts should also be held accountable. Local governments should not blindly be launched, should thoroughly understand the policy, according to the specific situation, and so realistic analysis. Huang Xuejie that the winner will be ,5-8 years will see the outcome.

Promise for the development of nickel-hydrogen batteries for a future Latitude D500 battery  Latitude D505 battery  

“Lithium-ion battery power battery development has become the mainstream, but that does not mean that other routes have been excluded. All have their applications battery target market, each type of battery will be a corresponding development, but the momentum of development and suffered lack of concern about the state’s efforts to support a different. “Recently, the National 863 Program of major energy-saving and new energy vehicles overall project Power Group Chemistry and Physics Laboratory of the battery duty expert Xiaocheng Wei told reporters.

As a useful complement to one of the lithium-ion batteries, include nickel-hydrogen batteries. In fact, in the field of automotive battery, nickel hydrogen batteries and lithium-ion battery technology long struggle, but who soon get more preferential policies will undoubtedly affect their development in the industrial chain. In this round of game, lithium-ion batteries clearly gained the upper hand.

Policy “Changing Faces Latitude D510 battery ”

This year in June, the four ministries jointly issued “on the purchase of new energy vehicles to carry out subsidies for private pilot’s notice”, on the plug-in hybrid electric passenger cars and passenger cars for one-time subsidy. Subsidies to the energy standards established under the battery pack on the support conditions to meet the new energy vehicles, according to 3000 yuan / kwh subsidies. Plug-in hybrid vehicle the maximum subsidy per 50,000 yuan, the highest of pure electric passenger vehicles per 60,000 yuan subsidy. Non-plug-in hybrid vehicles are included in “projects that benefit the energy-saving products”, according to the standard per 3,000 for one-time fixed subsidy.

From the subsidy standards for the plug-in hybrid electric passenger cars and passenger cars lithium-ion batteries have been more preferential policies, and in the non-plug-in hybrid electric vehicle and take great advantage market share of NiMH batteries, 3,000 yuan of subsidies to the standard is too insufficient to cover its costs.

Nickel-hydrogen battery business executives on policy, “Changing Faces” very depressed. Last year in June, the Department of Industry and Information Technology announced the “new energy automobile manufacturing companies and product access management rules” will be based on nickel-hydrogen battery technology, hybrid vehicles are classified as mature products, allowing use in nationwide sales, while lithium-based technology in the development of hybrid vehicle ownership of only the approved area, scope, terms and conditions, sales, use Latitude D520 battery Latitude D600 battery .

After the introduction of the policy, Ni-MH battery manufacturer of Metal Mesh. Over the past year, Keli far, Chunlan Group, the torch high, Hunan Shenzhou, Kane shares are on the nickel-metal hydride batteries into great. After one year, held in Beijing in 2010, the Sixth Beijing International pure electric vehicles, hybrid electric cum clean energy vehicles and parts exhibition, exhibition of few nickel-hydrogen batteries, nickel hydrogen batteries seem to be into the marginized.

Industry Ideas

NiMH batteries will face what the future prospects?

Xiao Chengwei that in hybrid vehicles, nickel metal hydride batteries in the next five years to maintain an advantage and will dominate a larger market share. The lithium-ion batteries used in hybrid cars will gradually raise the share.

Institute of Physics, Chinese Academy of Sciences researcher Huang Xuejie that China’s nickel-hydrogen battery technology is not mature industry, there is no mass production capacity. If you now go to the introduction of advanced equipment, so the time has late, too big a price to pay, how to develop the need for a comprehensive thought.

But at the same time, China is rich in nickel metal hydride battery raw materials. China Automobile Industry Association Executive Vice President and Director General Yang Zeng said: “China has Fengfu of rare earth materials, but our process Wufa be processed into a car on rare earth materials used Yongci materials, we can only export of rare earth, import Yong Magnetic Materials. “Therefore, how to maximize resources for many of the industry thought Latitude D610 battery .

Huang Xuejie suggested domestic enterprises NiMH batteries should further enhance the level of key materials, for integration into the industrial chain. “If a large number of rare earth resources into car battery materials, there are still great opportunities in China. Such as Keli much raw material is nickel metal hydride batteries the largest manufacturer of nickel foam, nickel metal hydride battery if domestic enterprises, as the company into the same chain, although not achieve the main role, but can play a key role in material supply, as valuable. ”

Beijing Nonferrous Metal Research Institute, Senior Engineer Energy Materials and Technology Research Institute, Dr Wei Navy to reporters about the nickel-hydrogen battery, a new application areas - replacement batteries, he thinks this will be the future of nickel-hydrogen batteries as a major development direction. “Ni-MH battery in the emerging application areas such as replacing disposable batteries of advantage has showed so strong development momentum.” According to him, Japan’s Sanyo Gongsizhendui consumer markets developed a Dizi Ni-MH battery discharge rates , after 1 year storage capacity retention rate of 85% capacity retention rate after two years 75%, completely breaking the traditional nickel metal hydride battery storage performance difference (ie self-discharge rate and storage capacity retention after 1 year was 50% Two years later, the basic capacity to zero) the disadvantages of the traditional Ni-MH battery into the era of new applications, is expected to replace disposable batteries. A low self-discharge rate of NiMH battery is equivalent to a one-time 1000-2000 Day, and the larger, higher power, fully green, dry batteries PC764  Latitude D620 battery can significantly reduce the one-time application, energy conservation, protecting the environment.

It is understood that, in 2007 and 2008, low self-discharge rate of Sanyo Ni-MH battery shipments were 25 million and 30 million, and increased year by year. As of the end of October 2009, the company’s low self-discharge rate of Ni-MH battery shipments has accumulated more than 100 million. Wei Navy told reporters that some domestic universities, research institutes have also been doing research in this area, but not excellent, lots of low self-discharge rate and good stability NiMH battery anode material, domestic battery and low self-discharge Battery compared with foreign products, there is a wide gap.

     Suggestions of experts

Battery new path: two four-wheel drive

Reporter Dan reports on

The battery industry, Chinese Academy of Sciences Institute of Physics Fellow Huang Xuejie proposed a new path, that is, “with two wheels to carry four wheels Latitude D820 battery  Latitude D830 battery .”

Huang Xuejie reporter cited an example, NEC is the Nissan electric car hear the wind (LEAF) battery supplier, but it is also Europe’s largest electric bike batteries. The electric bicycle battery batteries manufacturing, design and electric car batteries and no difference. “NEC honed in the electric bike market for 8 years, forming a high-volume production ability and relevant experience gained, and now Nissan will be able to supply electric car batteries. Chinese enterprises can also take this path.” Huang Xuejie said.

At home, are practicing this line in Suzhou Star Constant Power Co., Ltd. from the early days of clear direction from the bike battery car battery development goals. According to reports, the company’s electric bike batteries have been in Europe market compete with Japanese battery, occupied 20% market share in Europe, and its main equipment are independent research and development, product consistency have improved significantly. Last year, started Suzhou Star constant supply of automotive battery business. Shanghai Expo has 173 new energy vehicles using the company’s lithium-ion battery. The reporters also learned that this year in January, Suzhou and Shanghai Star Constant Power Systems fuel cell car joint venture build a car battery Co., Ltd. Shanghai Heng Activity will be mainly for new energy vehicles in hybrid vehicles, electric vehicle production as its key components of Li-ion battery power system products, and automobile enterprises to provide new energy matching products and technical services Y9943 , Inspiron 630m battery .

Suzhou Star either NEC or constant, it seems to describe a people “two wheels driving four wheels” of the beautiful picture. Accordingly, the choice in electric vehicles, many of the industry have unanimously told reporters that China should give priority to the development of miniature, low-speed pure electric vehicles.

China Electrotechnical Society, honorary chairman of Zhouhe Liang said China’s industrialization in the electric bike has been to go ahead in the world, on the lower reaches of the formation of a complete industrial chain, technology has matured, these are low-speed electric vehicles for the development of laying a good foundation Inspiron 640m battery  .

“China in the development of electric vehicles should be two grasping: a grasp urban public transportation, sanitation trucks, increased application difficulty and technological upgrading; a grasp electric two-wheelers, low-speed electric cars, access, security, driver’s license, insurance, etc. make all aspects of specification, guide enterprises to use lithium batteries and give them subsidies. the first, if arrested, will promote industrial development play a bigger role. “Huang Xuejie that push forward the two wheels, 3-5 years My battery level will be greatly improved.

“Lithium-ion battery electric bicycle company for two years even if all can not guarantee life, wanted to make the life of 8 years of electric vehicles is not possible.” Huang Xuejie that a man does not pay attention to details, the current per-watt electric bicycle battery when the price of 2.5-3 yuan, which is the auto maker hopes to get the price. “Vehicle Power Battery Factory are now losing money, while the electric bicycle battery can make money. So, why not to start from the low-end? Only after sufficient accumulation, before ushering in the improvement of quality.”

      All sound

863 plans major energy efficiency projects and new energy vehicles in general chemistry and physics Power Group Key Laboratory of Cell Expert Xiao Chengwei responsibility: the second half is expected to introduce energy-saving and new energy development plan in the automobile industry, will cover a variety of technologies, including hybrid , fuel cells, electric cars, and charging facilities, technical standards. Policy guidance will certainly be emphasized, will focus on pure electric vehicles as a strategy to support, but not that only supports one aspect, the other not to develop Inspiron E1405 battery .

Institute of Physics, Chinese Academy of Sciences researcher Huang Xuejie: Currently, lithium-ion battery is only a small part of the recovery, and the focus electrode material recovery of valuable metals. According to Li-ion battery development and future environmental requirements, large batteries need to take the step separation of access and standards of cleaning machinery parts Huishou routes to achieve efficient use of resources and reduce environmental pollution and to be prepared before being made active.

College of Chemistry and Molecular Huang Yu-yuan: From the international point of view, Ni-MH battery cells from the gradual transition to lithium ion batteries, lithium batteries power our country to go directly to the line would be more appropriately. The current policy orientation is also evident, the government will subsidize the focus on plug-in hybrid and pure electric vehicles, electric vehicle industry, suggest the Government to encourage the development by leaps and bounds, skip the stage of ordinary hybrid Studio 14 battery Studio 1435 battery .

Beijing Nonferrous Metal Research Institute Energy Materials and Technology Research Institute senior Wei Navy: future, power battery market will present a hundred flowers blooming, have done their best picture. Nickel-hydrogen batteries for many years to mature as a market based commercial operations in the next 5 years, hybrid car market will continue to occupy an important position, while the lithium-ion batteries in plug-in hybrid and electric car market dominated . In addition, there will be some new battery technology was born.

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.