Commentary: The weight of lithium battery power than traditional nickel-metal hydride batteries will not only light half of the 20% of the volume is also small, and its battery voltage nickel-metal hydride monomers and cobalt-nickel batteries 3 times, but also has long cycle life, self-discharge rate is small , no memory effect and highlight the advantages of green environmental protection in the domestic capital market, and the lithium battery industry chain has more than 30 listed companies, including lithium upstream lake’s main listed company, there are days Qi Li Industry ( 68.75,2.03,3.04%), Ganfeng Lithium (60.32,2.41,4.16%), mining in Tibet (37.90, -1.51, -3.83%), CITIC Guoan (14.87,0.65,4.57%), and, while the middle reaches of the material Manufacturers include, when l technology (52.400,0.90,1.75%), China Baoan (11.94,0.40,3.47%), Shanshangufen (21.39,0.44,2.10%), Fosugufen (17.38,0.18,1.05% ), the new state-chou (43.180,0.10,0.23%), and, in the downstream part of the battery assembly, Wei Li billion (30.120,2.74,10.01%), Desai battery (32.79,0.33,1.02%), Foshan Lighting ( 19.19,1.28,7.15%), etc., are covered in 2009, China’s output of lithium-ion battery is about 1.5 billion, accounting for about 50% of global output, sales income of about 150 million.
Wang Jing Zhong (China Battery Industry Association and vice president): In the future we must focus on the development of battery power, we expect the lithium battery used in electric vehicles above and at least three to five years to mature.
Commentary: The last two years, in order to promote the development of new energy automotive industry, China has successively adopted a series of related planning and policy, various companies are gearing up to face the raging tide of new energy vehicles, as a key driving force of the lithium battery, what is the extent of future market space?
Sun Fan (Jin and Yuan Securities nonferrous metals industry analyst): For my country, according to China given the development plan for electric vehicles, electric vehicles by 2015 sales reached 1.6 million by 2020, the sales reached 3.6 million .
Commentary: So, the future need for new energy vehicles, each equipped with two sets of computing power lithium battery, 2020, China’s lithium battery market for automotive power demand will reach 7.2 million units.
Zhao Jingguang: Last year I know, we really selling to the domestic market at a new energy vehicles to 5,000 units, of which passenger cars is about more than 2,000 units, 2,100 units, which now we actually sold very, very small, this quantity, so as they do sufficient.
Commentary: From 2020, the market expected 7.2 million units by 2010, more than 5,000 sets of practical, realistic and expected a huge gap still exists, then focus on the release when the real needs when the supply of lithium resources, will be the bottleneck?
Wang Jing Zhong: We should say very rich reserves of lithium ore we have two, one is salt mine, salt lithium, there is a mine ore, mining lithium as lithium salt lake in Qinghai and Tibet that we face, the more, mining Li contrast, Sichuan, and Jiangxi, etc., other places are very large.
Ordinary (Reporter): I now place in Qinghai CITIC Guoan production base, we can see behind me, this is the current largest lithium production line, and lithium carbonate is the new energy automotive batteries the main raw material, and In this production line design capacity of 1 million tons of production capacity this year is expected to reach 5,000 tons.
Commentary: According to report, CITIC Guoan Over the years, to build a complete industry chain and downstream lithium batteries, and lithium carbonate in general, battery grade lithium carbonate, the battery cathode material, lithium batteries, but for now, the most valued company, or lithium ore, We see that the CITIC Guoan 99.4% stake in the subsidiary, Qinghai CITIC Guoan Technology Development Co., Ltd., has the exclusive right of exploitation of the West Salt Lake taijnar.
Yang Yuan (Qinghai CITIC Guoan, deputy general manager): China is high-density Salt Lake, Salt Lake such a very large and difficult to extract, it is different from the Salt Lake, so the Chinese in this area form a large-scale production capacity, then he needs some time.
Commentary: Yuan Yang mentioned the formation of production capacity takes time, in the Annual Report 2009, CITIC Guoan has been verified, in 2009, CITIC Guoan Lithium Carbonate production was 5,000 tons, compared with the previous two years, is considered to a new level, but the overall capacity utilization of the index is still low, only 25%.
Yang Yuan: Lithium which is a year we more than two million now.
Commentary: The relation to CITIC Guoan 2009, nearly 20 million main business income, this is just more than two billion are about one-tenth, Yuan Yang also told reporters that at present the main obstacle to increase production of lithium carbonate is to refine and the industrial production of technical problems, have not been completely resolved, the company is now actively organize research and for technological transformation.
Yang Yuan: 5,000 tons this year to keep it, because we are ready to transform the look, transformation is done, twenty thousand tons annual output is guaranteed.
Yu count: reporters from the middle we just can see that on the one hand we are concerned about A-share market, on listed companies associated with lithium batteries, we see very good market performance, but also sought after by many people, on the other We see the middle of industrial areas, do we face the one hand, the technical difficulty of purification, on the other hand industrialization, how to further speed up of such a problem, here we come again, and Mr. Wang Xiaoming in a communication, Wang, how do you view the current vehicle power lithium battery, on the one hand how its resources can be further expanded? On the other hand, it is in the application, how can be further developed? These two points of difficulty, how to solve? How to judge?
Wang Xiaoming: battery charging station electrical semiconductor equipment manufacturing
Wang Xiaoming: You should first talk about the lithium battery or battery power, the significance of the development of new energy vehicles, because of new energy vehicles and conventional vehicles, it’s a fundamental difference lies in its drive, is to use the lithium batteries and motor to replace the traditional combustion engine, gasoline engine, diesel engine, is based on changes in the way this drive, power battery has become the key components of new energy vehicles, or to use a metaphor, it is the heart of new energy vehicles, but it current development, the resource is one aspect, the other in technological progress, we have made some technological advances, such as in several key indicators, that is, the function of battery power, cost, its life, as well as safety sex, and 5 years, 10 years ago already has a very big progress, but the traditional vehicle to achieve this functionality, performance and to compare, there is a big gap, so the power battery technology development of new energy vehicles determines the speed and scale of future development, that the present situation, it is the development of new energy vehicles, a major bottleneck, breaking this bottleneck, new energy vehicles to get a broader space for development.
Total Chongqing: the face of this situation now and the industrial development bottlenecks, the state policy, or other aspects, the promotion will be given how to do?
Wang Xiaoming: “863″ is currently the indirect support of R & D subsidies
Wang Xiaoming: I would like to promote the country, mainly in two aspects, one is the power battery research and development, already mentioned, and the country through the “863″ plans and to support the battery, of course, it is only one part of the support it R & D, research and development to enhance the level of its technology, the other in the industry, I think, is an indirect support, at present, has not introduced the policy directly to the lithium battery manufacturer, or Ni-MH battery manufacturer direct subsidies, but by subsidies on the vehicle pilot cities, which indirectly stimulating the development of battery, or with a statement of the power battery is a dark fill.
Total Chongqing: the vehicle through a subsidy, making it the core components driving the development of related industries, thank you, wait we have to be some trailers, trailers, let’s look at the new energy automotive battery industry, the relevant circumstances , for a bye.
Company Investigation
Jiyu: We have talked with everyone in the program is a new core component of the energy of electric vehicles is the battery part, if the hybrid electric or pure electric cars, running the process need to recharge the battery, charging station future What is a development of the state? At present, what would happen to the building of the charging station? We are here to look together coverage reporters in Shenzhen.
New energy vehicles: Charging urgent development of industry standards
Commentary: Lai Yunhui first opened in Shenzhen on the electric car driver, he told reporters, consumers often ask him how far to open electric car able to open and how to charge the issue, we are most concerned about the current construction of the charging station How many, how much will be built?
Lai Yunhui (Pengcheng Bus Holdings electric taxi driver): This is not only the public, we also hope to build the better, in the future people buying these cars, you can also, as with the current station, which can charge, the door has a casual, that is the best and most convenient.
Commentary: It is understood that the present has been built in Shenzhen have five charging stations, the reporter saw at the scene, each charging station, configured six charging equipment, charging equipment is provided by Shenzhen BYD Company Limited.
Yu-Feng Zhang (Shenzhen BYD Company Limited for a chief of public relations): Shenzhen, also introduced a pre-planning, that is, by 2012, all of our construction in Shenzhen City, charging pile, the number of charging stations to reach 12,750, I believe that the charging facilities, improve the supporting facilities, the promotion of the electric car will be very favorable.
Commentary: Not only is the BYD in Shenzhen, there are many companies are involved in the new energy automotive industry chain, in 2008, has just been listed in Shenzhen Auto Motion (37.36,0.74,2.02%) Power Equipment Co., Ltd., from 2009 intervention began in the field of new energy vehicles, the company has 12 years experience in power supply design and R & D is a supplier of high-power power supply module, is also an advantage by virtue of this, the company quickly intervene to support the construction of new energy vehicle charging area.
Yuanya Song (Shenzhen Auto Electric Power Equipment Co., Ltd. Deputy General Manager of Motion): Let the electric car it is a prerequisite for development and the cornerstone of the words according to our case, is the relationship between the soil with the crop, and only have good soil, it have a long growing crops, so it is a foundation.
Commentary: Yuanya Song told reporters that the company has installed 134 charging pile, but the car has just launched a new energy market, in many ways is still not perfect, for example, charging station, the charging uniform interface standard, as well as rechargeable battery charge time and so on, these are the development of new energy vehicles, an important factor.
Yuanya Song: We think the biggest problem is the standard, because the current standards are not unified, standards are not uniform, affecting the entire electric vehicle charging station construction schedule, this one we have now received the message, that is, let’s Energy Board, has been issued a new standard, this one on the charge station has a clear request, we hope to take advantage of this standard, we can speed up the construction of electric car charging stations.
Commentary: It is understood, Ott WebEx has invested 50 million to set up a company that specializes in electric vehicle charging equipment production, manufacture and sale of a business, get the orders from the current Laikan, level of profits than the traditional industry was 10 %, the company expects in the next few years, this business will bring tremendous business growth companies.
Yuanya Song: In accordance with an overall plan, by 2020, we can achieve the state’s plan is to reach 10,000 charging stations, then the charge is appropriate to do supporting pile, according to retain the current capacity of 500 million units, the concept of a 15,000 yuan speaking, can generate 225 billion of the market, this is a very impressive number.
Jiyu: Speaking of new energy vehicles, naturally, do not drive a car charging stations around this industry, the case of such a technology to the following, we also, and Mr. Wang Xiaoming continue to do an exchange, Wang, the new energy cars words, is not open around the charging stations to be this link, for now, we understand some of the cases, the case of some companies, in fact, is technically not a problem, but the problem is how to make further regulate the industry? Unified standards, the current situation of how do you view this?
Wang Xiaoming: charging station, said the standard should be a very important aspect of the mobile phone industry in order to avoid the emergence of different standards, to bring this waste of social resources, the new energy vehicle development, the need for standard first, the current situation , as far as I know, like National Grid, China Southern Power Grid, so that different units in Beijing and the city, with its own pilot’s charging station, charging stations are exploring the standard, but because the standard is different from the charging station charging interface standard, the charge interface standard that we have introduced, the charging station is relatively more complex because it involves safety, electromagnetic compatibility, and energy consumption standards, and so, it is of practical experience in some of the basis of the review and improvement Finally, such a standard cure, just mentioned, our government departments relevant agencies, is combined with the previously mentioned pilot case of these units, is working to develop such a standard, I believe that this standard will be introduced soon.
Jiyu: Yes, thank you Mr. Wang Xiaoming’s comment brings us the following, we enter a period of trailers, trailers, we take a look at some research institutions, securities industry for new energy vehicles, what is their point of view, for a bye .
Company Investigation
Jiyu: We have expert Mr. Wang Xiaoming and made a discussion, let us look at the various brokerage firms, research institutions, how they view prospects for the development of new energy vehicles, and in the middle of this industry, what companies deserve attention from investors? Some come to find out.
Sector: The current layout of new energy vehicles is a good time
Commentary: China Everbright Securities (18.70,0.25,1.36%) considered that, in the current point in time, the industry trend has been established, but the market is not open, just a layout of the new energy automotive industry chain, the best time, from the target market, the short-term bullish medium-sized cars, and long-term bullish passenger cars, from a technical point of view, pre-participation “863″ project, or combination of scientific research institutions and related technology companies have close protection, key recommendation of Ocean Electric (29.90,0.39,1.32%), Ningbo Yunsheng (20.50,0.56,2.81%), when l technology, in addition to the theme of investment opportunities in the coming period will focus on battery-related industrial chain, proposes a focus on Fluoride (53.52,0.80,1.52%), Tibet Mineral, Rio state shares, Foshan lighting.
BOC believes that energy conservation and new energy automotive industry development plan, 2011-2020, will be on the one hand encourage the lithium-driven electric cars, and plug-in hybrid electric vehicle industry, on the other hand, promote development of hybrid automotive fuel-efficient vehicles represented, and to improve the fuel economy of conventional vehicles, the vehicle, the promising dawn of the shares (19.37,0.29,1.52%), Yutong Bus (22.43,0.84,3.89%), battery power, the recommendations focus universal money flows (14.73,0.26,1.80%), JAC (13.15,0.78,6.31%), motor areas, the proposed focus Ningbo Yunsheng, universal money flows, the dawn of the shares, charging station, the proposed fast attention Ott .
Bohai Securities believes that the prospects of new energy automotive industry, automobile industry in China of pure electric vehicles as the main strategic orientation of transition, in parts, the recommended universal money flows, the dawn of the shares, in the car terminal, the focus Yutong Bus and the Dragon buses, in the lithium battery industry, the promising enterprise in Foshan Lighting upstream of lithium carbonate material, electrolyte lithium hexafluorophosphate business Fluoride, cathode material business when l technology enterprises in Jiangsu Guotai electrolyte (29.00,1.76,6.46%).
Jiyu: Well, on the new energy automotive industry survey to come to an end, if we care more about these companies, or have a good market information, you can send e-mail contact us, our mailbox is cctvgongsi@126.com, 10:59 am am now, following our colleagues from the YANG Lei, to bring you to see the whole point of finance, transaction time, and transaction synchronization.