New energy vehicles: the maximum benefit of low-carbon path to optimal battery
1, the new energy vehicles due to large market, cost, energy-saving features, low-carbon path is the preferred position.
China low carbon path and to consider the economic systems of low-carbon development, the priority at this stage to consider the cost to market means the development of low-carbon economy, new energy automotive industry because of its large market, can lead the development of downstream industries, stimulate consumption, and energy-saving the economy, the low-carbon path is the preferred position.
2, the new energy vehicles will become a national strategy, national efforts to support low-carbon industry will exceed the other.
March 2010, the NDRC will be issued the "new energy vehicle development program," new energy vehicles will improve as the national strategy, it will be a major opportunity for new energy development.In all low-carbon industries, the importance of new energy vehicles top row, state support is expected to exceed the intensity of solar, wind and other industries.
3,2011 years to reach 500 000 new energy vehicles, driving more than 50% growth in demand for batteries, lithium batteries with improved penetration, the next three years, can maintain 50% growth.
Huge amount of car batteries, an electric car than 4,000 notebooks, the average use per car cathode materials, 50 kg, 40 kg anode material, electrolyte 40 kg.If the use of vehicles by 20% for the lithium battery (100 000) could also contribute to the positive 5000 tons, 4,000 tons of cathode, 4,000 tons of electrolyte.Electrolyte domestic demand in 2009 to 8,000 tons, only 50% increase in auto demand.With the increased penetration of lithium batteries in the future, more cars use lithium batteries, lithium batteries can keep the next three years, 50% growth.
4, the new energy vehicle development, to benefit the largest battery manufacturers, vehicle manufacturers less affected.
National car sales in 2009 13 million, 50 million new energy vehicles have little effect on the vehicle.Higher prices for new energy vehicles, vehicle low profit margin, profit, mainly in the upper reaches of the battery, electronic control and generator sectors.
5, lithium higher gross margin, with the actual results support the concept of the more rare new energy.
Gross margin: 30% positive and negative 20%, 40% of the electrolyte, diaphragm 70%, Lithium hexafluorophosphate 70%.
Companies have considerable profitability.Industry, rapid technological change, the higher the bottleneck, cathode, anode material in the supply and demand balance, electrolyte membrane for the technical content of the highest part of a comprehensive analysis of products in short supply, new energy vehicles in low-carbon economy will give priority to the development of battery materials company benefit the most, the battery company's actual results support materials, and 3-year battery market can maintain continuous growth, and development of the industry may have explosive
Photoelectric conversion rate of up to 100% new solar cell R & D success
California Institute of Technology recently developed a new solar cell, whose basic principle is to thin the silicon wire array embedded in the polymer substrate.In addition to thin flexible, the absorption of sunlight and its conversion efficiency have made a significant breakthrough.In addition, traditional solar cells required amount of expensive semiconductor material compared to this new type of solar cell requires only a small part.
Applied physics and materials science professor Harry Atwater and the Howard Hughes said: "The first time the traditional solar cells, light absorption material in light-harvesting limit." A new type of silicon used in solar cell arrays on a single line absorption wavelength of incident light 96% of the full wavelength sunlight capture rate of up to 85%.
Atwater said: "A lot of material to capture light very well, but it can not be converted into electrical energy, such as black paint for solar cells, the absorbed photon is converted to electrical loads can sub (charge carrier) is also very important." their R & D line array of silicon solar cells can be absorbed photon 90-100% conversion to electronic.Technically, this array has a near-perfect internal quantum efficiency (internal quantum efficiency).
Atwater concluded: "The high light absorption and better conversion capabilities achievement of this high-quality solar cells."
Silicon in the silicon wire array length of 30 to 100 microns (micron) between the diameter of only 1 micron.Equivalent to the thickness of the silicon wire array length, but the view from the corner of an area or volume, only 2% of this material is silicon, the other 98% of all polymers.As the traditional silicon solar cells is a very expensive component, so that only the traditional to 1 / 50 of solar cell production costs will be much lower.
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