All levels have paid attention to the development of new energy automotive industry
To hybrid, plug-in hybrid and pure electric vehicles as the main driving force way of new energy vehicle development strategy has become the industry consensus, at the various countries, major companies, and related systems in order to seize the commanding heights of industry efforts, relevant investment policy, consumer subsidies, tax incentives began to put in place. Development of new energy vehicles in China are high hopes, at all levels attach great importance to the development of new energy automotive industry, is also very optimistic about the future of new energy vehicles, and even optimistic about their "turn overtaking" the prospect of occupation of the global industrial power lithium battery is facing a huge market opportunity high ground.
Battery
Electric car industry the most critical link in the chain
New energy vehicles in the traditional auto industry chain based on the extension increases the battery, motor, electric control system components. Battery is new energy automotive industry chain is one of the most critical link. There Ouqi in pure electric vehicle, battery performance determines the vehicle speed and driving range, the stability of the battery determines the vehicle's safety and reliability.
Electric vehicle electric drive system is mainly composed of: battery (including the battery management system, charging system), inverters, drive motors (including motor speed control system). Depends on advances in battery technology and other basic disciplines of materials science advances, technological breakthroughs difficult, but the promotion of electric vehicles is dependent on battery cost has dropped significantly. Lithium-ion battery energy density is about 1.5-2.5 times the nickel-metal hydride batteries for lead-acid batteries 3-5 times since the index discharge was significantly better than nickel-metal hydride batteries, lithium-ion battery electric vehicle battery will become the main technology routes .
Promotion of electric vehicles will increase demand for raw materials downstream. Lithium-ion batteries are four main raw materials include: anode, cathode, electrolyte, separator. Cathode due to the different materials, manufacturing costs account for about 30-40%, negative material about 15-20%, accounting for 15-20% diaphragm, electrolyte 5-10%, about 25% of other costs. Pacific Securities electric car by 2020 China is expected to total car sales of about 5.4%, PHEV is expected to become a major component of electric vehicles in 2020, accounting for 4.5% of total car sales.
Lithium battery
Faced with tremendous market opportunity
Battery is new energy automotive industry chain technically demanding, high degree of concern of part of the cell area has a long-term competitive advantage in business is expected to become the new energy automotive industry a good investment targets. From the current situation for hybrid cars Ni-MH battery commercialization in the next 3-5 years, more likely, mainstream companies are now NiMH batteries to major OEMs in the trial, such as the ability to form small quantities, will be central to its earnings expectations and valuation greater increase. For pure electric cars lithium iron phosphate is expected to become long-term development.
According to relevant aspects of Japan forecasts that by 2015, global HEV (a hybrid device), hybrid source [8.88 0.57%] electric car according to the main form of energy into the synthesis of tandem (SHEV) and parallel (PHEV) two. PHEV and EV sales will account for 13% of the total, 2020 this figure will reach 26%. Great Wall Securities predicted that by 2015 the new energy vehicles will reach ten million production and sales levels, which accounts for the main part of the HEV and PHEV, the cathode material in the corresponding demand exceeds 250,000 tons. Taking into account the new energy bus, sightseeing cars, yachts and other needs, will re-power lithium batteries a huge market opportunity significantly related industries.
Within the overall policy, the Government's support for the direction of plug-in hybrid vehicles and pure electric vehicles, TX Irving that the main benefit to the industry chain of lithium iron phosphate as cathode of lithium battery industry chain and related areas to benefit including automobile companies, charging equipment companies, focusing on listed companies, including: lithium battery management system, lithium battery, lithium battery cathode material, lithium battery cathode material, lithium electrolyte, lithium battery separator.
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