2009 New Energy Automotive Battery Industry Analysis

2009 New Energy Automotive Battery Industry Analysis

Overview: The Global New Energy Development Path Analysis of Auto Industry

New energy electric car the most important components is the driving force batteries,Laptop Battery electric motors and energy conversion control systems, while the power battery to achieve fast charging, security and other high-performance, high technical threshold, but also the most concentrated part of the profits. Investment Advisor in the new energy automotive industry researcher Li Sheng-mao said that the new energy vehicles demanding on the battery, you must have a high specific energy, high specific power, fast charging and deep discharge performance, and requires the cost as low as possible, the use of Shou as long as possible.

According to the Investment Advisor "issued by the battery industry in China 2009-2012 Forecast of investment analysis and report" shows that the new energy vehicles will be in the "Ni-MH - Lithium-Ion battery - fuel cell" industry-oriented development path. Able to deliver only the short-term performance of nickel-hydrogen batteries, lithium iron phosphate battery immature, as well as the Department of Public letter issued new standards for access to new energy vehicles also made nickel-hydrogen battery manufacturers have seen in the short-term hope. But ,3-5 years in lithium battery dell 1X793 battery technology is mature, the nickel-metal hydride battery lithium battery market will be gradually eroded.

Furthermore, in recent years, fuel cell (FC) and technological advances make the dream of hydrogen become a reality in the 21st century. The hydrogen-powered fuel cell vehicles (FCV) has been the world's governments and enterprises attach great importance to, and has made significant progress, is expected in the next 5 - 10 years FCV will officially enter the market to hydrogen refueling station, Hydrogen transmission pipeline construction, marked "hydrogen economy" horizon.

The study found that the Japanese supplier of lithium batteries account for a large dell 6Y270 battery dominant position and has begun to formulate a unified lithium battery specifications, safety standards, charging. By the United States so as not to become dependent on imported oil to foreign dependence of lithium batteries, but also to support electric cars and lithium battery manufacturers, the U.S. Department of Energy, also approved a 25 billion U.S. dollars last year in loans. By comparison, automakers in Europe while in the green energy-saving environmental protection is very radical, even more radical, but they are in improving the conventional engine (such as its "small", the use of gas / diesel direct injection technology), the or hydrogen-powered vehicles, more obvious advantages.

Part I: Policy Ni-MH battery usher in investment in good feast

Investment Consultants in industrial research center was informed that the June 25 letter to the Ministry of day laborers released the "new energy automobile manufacturing companies and product access management rules", and was effective on July 1 to December 31, 2010 apply. Investment Advisor in the new energy automotive industry researcher Li Sheng-mao said, according to the Ministry of Public letter issued new standards to nickel-metal hydride battery production hybrid passenger car is classified as a mature product that allows nationwide sales of the use of pairs of dell 312-0068 battery nickel-metal hydride battery industry is a big plus.

I. Analysis of nickel-metal hydride battery development

Nickel-hydrogen battery has just entered the mature stage, is currently used in hybrid electric vehicle battery system, the only real validation was commercial, large-scale battery systems, the global mass-produced hybrid car has been used in all nickel-hydrogen battery system.

According to the Investment Advisor "issued by China's new energy vehicles 2008-2010 Industry Analysis and Investment Consulting Report" report shows that 99% of the current hybrid battery market share for the nickel-hydrogen batteries, commercial representative of Toyota Prius. Currently the world's leading vehicle power battery manufacturers are mainly in Japan PEVE and Sanyo, PEVE Global Hybrid-powered cars occupy the Ni-MH battery 85% of the market share, is currently the main commercial hybrid cars such as Toyota Prius, Alphard and Estima, as well as the Honda Civic, Insight Dengjun used PEVE nickel hydrogen batteries.

At present, the Chang'an Jie Xun, Chery A5, FAW Pentium, General Grand Hyatt brands such as model cars have been running, they are also used in nickel-metal hydride batteries, but batteries are purchasing from abroad, the domestic nickel-metal hydride batteries in the car on the use of match is still dell Latitude D610 battery in development stage. Keli Yuan is currently working with the domestic Chery Automobile, Chang'an Automobile and other co-operation, the first production line of products are mainly supplied Chery Automobile.

2, Ni-MH battery industry and company analysis

In the field of nickel-hydrogen batteries, China in technology and resources are an advantage, in which performance of the world's leading nickel hydroxide, rare-earth rich in natural resources, has unique advantages in resources, therefore, the development of nickel-hydrogen battery is the country's most realistic option.

Investment Advisor in the new energy automotive industry researcher Li Sheng-mao that from Ni-MH battery industry chain perspective, the upstream raw material manufacturers for the metal mineral mining companies, mid-stream for the nickel-metal hydride battery materials supplier, downstream of the battery manufacturer. From a more optimistic view of the industry chain downstream manufacturers, the current state of competition in the upstream firms supply-demand balance, but the battery power is far downstream and midstream Keli Torch High-tech manufacturers are in short supply in the state.

Nickel mining in the upstream business with Jean-nickel industry, while the middle reaches of producing nickel-metal hydride battery materials, domestic listed companies, including Jinrui Technology (cathode material for nickel hydroxide), Xiamen Tungsten, and Baotou Steel Rare-earth (RE anode materials for hydrogen storage alloy powder ), dell Latitude D600 battery in which Xiamen Tungsten is the Ni-MH battery production of hydrogen storage powder leading enterprises, but also involves the production of lithium battery cathode materials, with good room for development.

Downstream firms, the domestic production capacity with a nickel-hydrogen battery or plan to enter the field include Chunlan Group, Ke-li Yuan, the torch high-tech, Hunan Shenzhou, Kane shares, etc., which Chunlan Group is the nickel-hydrogen battery technology HEV leader in its market share in a leading position in the torch high-tech and Hunan Shenzhou has possessed a certain amount of technical base and market position, whereas a force far and Kane Share The main products are still limited to the single battery, power battery project under construction or under construction, the prospects unclear.

Third, the prospects for nickel-metal hydride batteries

Li Sheng-mao said that with the international oil price rose to 70 U.S. dollars, the new energy vehicles the advantages of starting to show. The world's crude oil supplies tight and prices continued to rise, government, research institutions and enterprises to accelerate the development and promotion of new energy vehicles for the direct driving forces. At the same time, the International Energy changes in the environment, but also for new energy vehicles (currently mainly hybrid cars) enters the stage, creating market dell Latitude D520 battery conditions.