In the development of new energy vehicles

In the development of new energy vehicles

In the development of new energy vehicles, the nickel-metal hydride battery technology the most mature in the next dell Latitude D510 battery three years, will remain the mainstream of new energy vehicles, followed by nickel-metal hydride battery technology and lithium iron phosphate, hydrogen fuel cells, one-third of the world, five years will be gradually lithium batteries and fuel cells are replaced. Battery giant Panasonic and Sanyo also found that the lithium-ion battery can not be replaced in 2 ~ 3 years, nickel-hydrogen batteries, mainly due to cheaper nickel-hydrogen battery safety, has reached large-scale production. Lithium batteries also need to continue to research topics, such as security, so take time commercial.

According to Japan's Fuji economic analysis, the mainstream nickel-metal hydride batteries will be able to continue until 2011, but after 2011, Li-ion battery will gradually erode the market share of the nickel-metal hydride batteries, the agency predicted in 2009 Ni-MH rechargeable battery-vehicle global market scale than the previous year by 23.7% to ¥ 92,000,000,000, but the 2015 Ni-MH rechargeable battery-vehicle market will fall to ¥ 55,000,000,000.

Part II: Dynamic Analysis of investment opportunities in the three dell Latitude D505 battery lithium batteries

I. Analysis of lithium batteries

The traditional lead-acid batteries, nickel-cadmium batteries and nickel-metal hydride battery technology itself is relatively mature, but they are used in automotive batteries as a power, then there exists a larger problem. At present, more and more car manufacturers to choose from lithium batteries as a new energy car battery power.

Li-ion battery has the following advantages: small size, light weight, high voltage (which is nickel-cadmium batteries, nickel-hydrogen batteries 3 times) than the energy of large (up to 165WH /? K, is a Ni-MH batteries 3 times), cyclic long-lived, self-discharge rate is low, no memory effect, no pollution, safety and good.

At present many well-known car manufacturers are working to develop lithium battery powered vehicles such as Ford, Chrysler, Toyota, Mitsubishi, Nissan, Hyundai, France, Courreges, Ventury so. While the domestic car manufacturer BYD, Geely, Chery, Lifan, ZTE and other car firms also have their own hybrid and pure electric vehicle powered by dell Latitude D500 battery lithium battery power.

Investment advisers, based on years of monitoring data, as well as communication and related companies, the automotive lithium battery development, market size and future trends in-depth research, summed up study found that, from the development cycle, the current automotive lithium battery market is out of the start-up stage and started into rapid growth stage.

2, lithium batteries on the downstream industry and company analysis

Power battery industry chain including upstream cell non-ferrous materials, suppliers, midstream and downstream manufacturers battery materials lithium battery manufacturer in China. Of these, lithium iron phosphate power battery cathode materials, the most promising investment opportunities, while the key raw material in lithium iron phosphate is lithium carbonate, lithium carbonate derived from the mineral resources, in the nature reserves are limited, with strong regional and scarcity, are scarce resources. dell Inspiron 600m battery Thus, in the new energy automotive industry chain, lithium carbonate becomes the strategic importance of resources is particularly prominent.

(A), the downstream manufacturers of lithium batteries

Li Sheng-mao said the investment adviser, cars lithium battery industry contains a very large value of the potential electric car battery materials upstream suppliers and downstream manufacturers of automotive lithium batteries for automotive operations have been tiptoeing around a long time. Li-ion battery is behind the hot car prices on the plug-in hybrids (also known as plug-in hybrid electric vehicles) and pure electric vehicle market prospects of the recognition and R & D capabilities of their current concerns. While the Bosch stand out by the end of 2008, said to be electric cars on the heat to keep sober, but even cool, such as Bosch, has also set up a joint venture with Samsung plans to achieve volume production and sales in 2011.

1, the Sino-Japanese and American auto lithium battery development situation analysis for

According to Deutsche Bank research shows that vehicle the following 10 companies most willing to work with companies to develop automotive lithium battery: 1) Johnson Controls-Saft (the United States and France, Johnson Controls and Saft joint venture); 2) A123 Systems, Inc. (from the Massachusetts Institute of Technology College, General Electric and other investors to set up the company's group of co-operation with the mainland); 3) LG Chemical (the company's U.S. subsidiary Compact Power); 4) EnerDel (Ener1 and Delphi joint venture); 5) AESC dell Inspiron 510m battery ( Nissan and NEC joint venture); 6) PEVE (a joint venture between Toyota and Matsushita); 7) GS Yuasa; 8) Hitachi; 9) Sanyo Electric; 10) Samsung.

Investment Advisor in the new energy automotive industry researcher Li Sheng-mao pointed out that the research can be found from the above, at present, the Japanese lithium battery suppliers in the global market indeed account for a large advantage. According to the Japanese after the disclosure of the Industrial Policy Bureau, Japan in 2010 will strive to lithium batteries for next-generation electric vehicles. Toyota, Nissan and Matsushita Electric Industrial and other related companies signed an agreement to jointly develop a new generation of unified specification cars lithium battery, and plans to mass production within 2 years. Toshiba decided to spend ¥ 50,000,000,000 development of electric vehicles using lithium-ion batteries, which will be held within two years of high-performance power into semi-commercial production.

In recent years, China's automotive lithium battery industry, from scratch, from small to large, rapid development, production capacity after Japan. China's lithium-ion battery industry began late in Japan, but developing very fast, in power lithium-ion battery research and development has also invested a great deal of financial and material resources. China's automotive lithium-ion battery R & D project has been the national "863" key project, much of the material to achieve the localization and the introduction of multi-national dell Inspiron 500m battery has been self-built production lines and supporting materials, factories have more than one, have been the formation of large-scale production, highly competitive market, primarily investment-driven industries.