In the first half of the energy economy of the conference on July 20. National Energy Board Planning Division said Jiang Bing. "Emerging energy industry planning" has become a mature draft. Is preparing to report the State Council. The plan put forward from 2011 to The plan put forward in 2020. From 2011 to 2020 would increase the cumulative investment of 5 trillion yuan would increase the value of 1.5 trillion per year. Recent capital flows may be reversed! The latest hot day funds Secret! Want to know the latest large single situation? Who will be the next hot plate? Comment: As of 2020, plans to invest 5 trillion yuan mainly for new wind and solar energy development, including nuclear energy clean coal upgrading of traditional biomass smart grids and electric vehicles come from a global industrialization. look at the market share of new energy vehicles continues to increase. China has also introduced policies to vigorously support the new energy automotive industry. These are the development of power battery provides a great opportunity for. a. of the introduction of relevant policies and vigorously promote new industrial energy vehicles since 2009. In the new energy vehicles countries have launched a related policy. for the industrialization of new energy vehicles, paving the way for the "emerging energy industry plan" if approved. about the new energy automotive industry development plan and support policies, once introduced. will in the market once again set off a wave of new energy vehicles, boom. But closer examination of each related industry links. Due to differences in the degree in which the industry position to benefit greatly. Different industrial chain differ a lot. Most experts believe. industrial sort of basic benefit is the battery motor. power plant components and ancillary departments such as optimal. As it relates to a 10-year industrial plan. power battery industry will usher in long-term development opportunities. II. Overview battery power battery industry is different from the traditional car of new energy vehicles the most significant part of the present suit as a new energy vehicle power source batteries are lead-acid batteries. nickel-hydrogen batteries and lithium-ion battery. Industry generally believe will become a mainstream power lithium battery. Lithium-ion batteries are light weight high specific energy and specific power, small volume, etc. and has a larger decline in the cost of technology upgrading and space. Therefore, from the medium to long term. lithium batteries will gradually replace the nickel-metal hydride batteries in the battery market. power battery industry involves a complex chain. then downstream OEMs lithium resources from upstream manufacturers to mid battery materials and battery manufacturers. Because Our research is mainly related to the new materials industry base is the end part of the industry chain: battery materials and battery part of the metal raw materials industry and new energy automobile manufacturing are our upstream and downstream sectors of lithium ions. battery mainly includes the following sections: 1. cathode material of lithium cathode material cost constitutes the most significant part of the cost accounted for more than 40% is used as a rechargeable battery cathode material of lithium cobalt oxide, lithium-based However, lithium cobalt oxide is not suitable for applications in the field of power battery. Development manganese lithium power battery development offers the potential for nickel, cobalt and manganese ternary materials developed in the lithium cobalt oxide and lithium manganese oxide on the basis of. combines the advantages of both, while the lithium iron phosphate, nickel, cobalt and manganese compared to ternary material having good security. inexpensive features. is the future of the hot market. However, lithium iron phosphate cathode material as a technology is still not mature. pending further improve the present Japanese companies is the application of ternary material of lithium manganese oxide as the positive electrode, while the US companies and Chinese BYD A123 development route is to use lithium iron phosphate as the cathode material. 2. The anode material mainly graphite anode material graphite fiber material etc.. low Peas shoes production technology barriers. anode material costs only about 5-15% of the total cost of the battery. anode material competition is relatively stable. stable supply of upstream and downstream relationships is the key to competition in the industry. 3 The diaphragm separator material is separated from the anode material compartment Hydraulic lifts its surface a lot of small holes. allows ions during charging and discharging freely pass. However, due to its insulating properties. electronics but not through the septum. diaphragm lithium safety performance of the battery have a dramatic effect. About 10-14% of the possession in the proportion of the cost structure of lithium batteries, but the gross margin up to 60-70% power lithium battery is the most profitable part. domestic divide from 2005 only began listing. with foreign ratio. domestic divide the performance in general. The main supply of low-end market. The electrolyte electrolyte lithium batteries cost accounting for 5-11%. gross margin of approximately 40%. At present production capacity of about 1.8. ten thousand tons supply and demand balance, but the future of new energy vehicles car pulling a large demand for electrolyte according to China in 2009 "issued by the automobile industry restructuring and revitalization plan" for the development of new energy vehicles developed a broad target -.. within three years the formation of 500,000 pure electric. plug-in hybrid and common type of hybrid and other new energy automobile production capacity. The new energy vehicle sales accounted for about 5% of the total passenger car sales. learned from the data released by the China Association of Automobile Manufacturers. year 2009, cumulative sales of passenger cars for the first time more than 10 million. Even without an increase in the future. According to the plan in 2012 10 million cars in the new energy vehicles should reach 500 000 scale. Press each new energy hybrid car batteries calculate cost 60,000 yuan. If domestic manufacturers to occupy 50% of the market. domestic battery manufacturers will usher in fifteen billion yuan of domestic market share. And with further new energy vehicles instead of traditional energy vehicles. Power Battery industry will usher in a more promising market three classes of new battery materials industry Shanshangufen key listed companies (600,884): Hunan Shanshan country's first world-scale cathode material of lithium iron phosphate has the third formed. 500 tons / year of production capacity; Shanghai Shanshan anode material production capacity 6000 tons; Dongguan Shanshan electrolyte output ranked second in the domestic industry chain significance: a lithium-ion battery anode material, such as a more complete battery electrolyte material. The production line of lithium iron phosphate materials to achieve a production Capchem (300 037): The company is the production of electrolytic capacitors chemicals enterprises electrolyte lithium-ion battery production in the country belong to the first tier chain significance: electrolyte materials have certain barriers to entry Fosugufen (000973): a joint venture created in 2006 in hand Jinhui company BYD lithium battery separator Jinhui.2009 increase and expansion of lithium-ion battery separator industry chain significance: Currently diaphragm material is lithium ion battery industry, the highest barriers to the development of the company's product raw materials helps to break the monopoly of Japanese manufacturers Annex 1: November 3, 2009, Premier Wen Jiabao at the General Assembly on the capital sector for strategic emerging industries to make a detailed interpreted according to Wen's speech. strategic emerging industries will include new energy. Energy saving electric cars. The new material. The new medicine. bio-breeding and information industry seven industries fact. "emerging energy industry plan" is "emerging industries Part of planning "in the future if there is likely to lead to the introduction of new materials and the introduction of related industrial planning new materials industry will usher in a more long-term development attached 2: new energy vehicles refers to the use of gasoline-powered diesel powered outside. The source of the car by the general term for the different power sources there are three: a hybrid vehicle (HybridElectricVehicle.HEV) of pure electric vehicles (ElectricVehicle.EV) and fuel cell electric vehicles (FuelCellElectricVehicle.FCEV) in accordance with the different types of batteries. can be divided into nickel-hydrogen battery-powered vehicles. Lithium battery powered vehicles and fuel cell vehicles.n
Recommended Articlesnn n Cixi bearing industrial projects successfully settled Guangde Economic Development Zonen n Lock Market homogeneity in serious condition
0 comments:
Post a Comment