New energy, industry, an important part of transition, from the previous year the number of waves has been speculation that the concept of its range, from solar energy, wind energy to nuclear energy, from automobiles to batteries, and new energy seemed linked.
In fact, the new energy is the key energy storage technologies, such as electric vehicles, the biggest problem is charging, now push the business model is to create “add station” to replace the battery to solve. If you can find a “super capacitor” can solve the problem. Because of this, the concept of new energy speculation to the present, “Super capacitor” as those who come from behind.
Promotion of new energy vehicles, or as an opportunity to
The so-called super capacitor, is a new energy storage device, due to its energy storage process is reversible, so you can repeatedly charge and discharge hundreds of thousands of times, with the power density, high capacity, long life, maintenance-free, economic, environmental and so on.
At present, the super capacitor is mainly used in five aspects, including the tax control machines, digital cameras, PDAs and other small current back-up power supply; intelligent table (smart meters) for solenoid valve power supply startup; beacon lights, solar products, instead of rechargeable batteries; small rechargeable batteries instead of rechargeable products, and electric toys and other small-power electric motor drive power supply.
The future, the super capacitor in the car (especially electric vehicles, hybrid fuel vehicles and special load vehicles), rail, consumer electronics products, has a great value and market potential, they have been around the world have received extensive attention.
Early last month, China’s purchase of new energy vehicles for private financial subsidies formal introduction of the new policy options in Shanghai, Shenzhen and other cities as 5 start private purchase of new energy vehicles to subsidize pilot, plug-in hybrid vehicle the maximum subsidy per 5 million; pure electric passenger vehicles the maximum subsidy per 60,000 yuan. Market participants pointed out that this will be the opportunity to further develop super capacitors. Find the material is the key
Super Capacitor, one of the most important thing is to find the material used. Previously, the industry’s hot, lithium ion battery to replace lead-acid batteries, nickel metal hydride batteries, but one made by a super-high-purity barium titanate capacitors, but may overturn the lithium-ion battery.
Data indicate that the current car battery mainly in the following four categories: lead-acid batteries for most low-grade, heavy pollution, currently only for battery cycling. Low profile for the Ni-MH battery, characterized by expensive, driving is very short, not the future of electric vehicles. Even the best thing is that lithium iron phosphate batteries, more expensive, the current Shenzhen BYD electric cars have been used, and to achieve a charge traveling 100 ~ 120km. Need to start the gasoline engine to extend the mileage of a hybrid, but the security risks. The best is the super-capacitor battery, cheap, maintenance-free, 10 to 50 million charge and discharge cycle life, will become the main power battery.
It is understood that the manufacture of super high purity barium titanate capacitors, and nickel-hydrogen batteries / lithium iron phosphate battery, compared with the energy density, energy efficiency, safe, cheap and other advantages.
Analysts pointed out that the super-capacitor on the downstream industry will be the Government’s strong support. Its use determines its strategic value, the world’s major countries are putting in a lot of manpower and resources to research and development. With the deepening of economic restructuring, the Government will eventually find their value, and the introduction of a strong industrial support policies to promote the strategic product development of upstream and downstream industry chain.
Buy low, sell the opportunity has arrived
Days with investment that investment super-capacitor
Industry, the main focus on three, one, super capacitor industry still in its infancy, but is much room for future development; 2, super capacitor applications will focus on the main traffic areas and smart grid in the area of technical barriers to its relatively high , is expected to be over-income; 3, super capacitor application in the field of industrial equipment has some space, but essentially is based on the projects, the benefit of the company will be super-capacitor-based electrical control system segments.
Supercapacitors basic upstream and downstream industries as follows: Terminal application industry, super capacitor system, super capacitor electric control system, super capacitor, electrode, electrolyte, separator.
The current A-share listed companies, Farah E [21.75 -5.52%], copper peak electron [6.09 -1.46%], Shenzhen Hui Cheng, the new state-chou, Fosugufen [11.08 -1.95%], big Southeast [6.87 -0.87 %], Nanyang Technological [59.58 -1.55%], Kane shares [11.86 -0.50%], Ankai car, Dawn shares [12.29 -1.52%], Golden Dragon Auto [6.41 -1.08%], etc., related to super-capacitor upstream and downstream industries.
Strategies specific to the operation, 3 months to May this year, there have been a wave of speculation super capacitor, such as Farah E, in less than two months time, or nearly doubled, from 15 yuan rose to nearly 30. However, after nearly two months of decline, the sector has returned to a reasonable valuation range, the new Energy is a pillar industry in transition, I believe will perform well, investors can wait for the opportunity to bargain involved.
Stock Opportunities
Shenzhen Hui Cheng (002 168) is currently at the initial stage, holding 90% of Shenzhen Hui-way high-energy energy technology company, mainly engaged in super-capacitors, high energy capacitors, energy storage components, electric vehicles and power tools capacitors, light V solar street lamp components, UPS capacitor with relay and materials research and development, procurement, and marketing. Company plans to use carbon nanofibers as electrode material, the material than the capacity of 220F / g, using a special conductive polymer electrode modified with nano-carbon fiber material than the capacity of up to 520F / g, can be made into a large capacity of storage capacitor. The project put into operation, annual production capacity of 500,000 1000F supercapacitor production capacity.
The new state-chou (300 037) domestic super capacitor industry started relatively late, the smaller electrolyte market, mainly dependent on imports from abroad. According to different specifications and models, super capacitor electrolyte supercapacitor total cost share of the cost of between 15% -40%. Since 2004, the new universe of super capacitor electrolyte state began research and development, the current super capacitor electrolyte mastered the key technologies: Synthesis and quaternary ammonium salt electrolyte preparation techniques. The company has become the world’s mainstream super capacitor manufacturer, Maxwell company, REDI qualified companies, suppliers and the progressive realization of bulk supply; domestic customers are mainly set star Beijing, Beijing UCO Department of energy, Jinzhou Camry, among others. Since 2009, the company’s customers and orders increase. Expected to become the world’s major manufacturers of super capacitors one of the major suppliers.