Shanghai Automotive, investment in the hands of the U.S. lithium battery A123, Huafang Textile, development of the energy of lithium iron phosphate, vehicles, Fukuda and the Peking University establishment first of a new cooperation on energy from the battery …a time for companies involved in wind energy and water in the lithium battery.
World lithium battery market car show explosive growth, is one of many listed companies competing to make a major incentive. There are forecasts that by 2014, cars with lithium batteries market size reached U.S. $ 24.8 million be violent than the increase in 2008 214 times. Before this event, the investment to exploit opportunities to become a consensus: the car companies have extended the industrial chain of battery power, battery power production enterprises are investing with vehicle manufacturers to carry out strategic cooperation, and new enterprises also want to set foot in the lithium battery gluttonous feast to seek joint ventures to share points of the Copa America.
Constraints to gradually break the ice
Reduce emissions and oil resources in response to the twin pressures of an increasingly scarce in most countries in developing new energy vehicles will be considered to revive the auto industry and energy saving More importantly, while the reduction in the most stressful, and the United States to promote the standard-bearer for the development of new energy vehicles. Recently, the United States issued the Joint Declaration, said the two sides will launch in the U.S. initiative electric car, the two countries in the following years, several 1 million electric cars in use.
The U. S. Highway Administration optimistic forecasts for 2015, the U.S. car market, approximately 20% of the number of vehicles for hybrid cars, the market size to nearly $ 300 million. VGP-BPS9, , VGP-BPS9/B, VGP-BPS9/S , VGP-BPS9A, VGP-BPS9A/BCurrently, the market share of U.S. of hybrid vehicles is only 3%. Its the same time, predicted that by 2020, the global automotive market will have half of all new cars sold with varying degrees of hybrid technology.
In China, launched in March this year, “the restructuring of the automotive industry and the revitalization of planning” in the development of new energy vehicles have also developed a broad target - over the next three years, China will be 500,000 electrical plug-in hybrid and common type of hybrid Qijuchanneng Energy. In 2012 a new production vehicles, there will be 10% energy saving energy and new vehicles, new energy vehicles are expected to reach 500 billion yuan of output value.
The face of such tempting cake, domestic car companies have exposure to them, towards the top. Compared to conventional vehicles, the new vehicle energy technology gap with foreign countries do not, the possibility of double overtaking, and more have implications for domestic car companies to increase investment in new vehicles optimism of energy.
Market, Shanghai Automotive, according to business planning, in 2010, a huge fuel efficiency of 20% of the Roewe 750 hybrid cars are mixing the dough, in 2011, Shanghai GM will launch with General S. U. RS synchronized electric car in 2012, low fuel consumption over 50% of plug the Roewe 550 cars will be available in high volumes in the mixture, the same year, SAIC’s own brand of pure electric cars that push the market really zero emissions.
It should be mentioned that the December 6, Chang’an Automobile Benben successful MINI pure electric vehicle assembly line, which is China’s first pure electric vehicles. Zhi-Xiang, along with a weaker grade of gasoline hybrid-electric vehicles, Zhi-Xiang gasoline-electric hybrid cars with moderate, Zhi-Xiang plug-in hybrid electric vehicles Cheung Yuet, Changan Automobile New Product Line automotive energy getting better. Under the plan, Changan Automobile adheres to the integration of a variety of new technology approach to energy development, the early days of hybrid gas vehicles, pure electric vehicles as the focus, the progressive development of battery vehicles fuel, vehicles hydrogen internal combustion engine.
In addition, Brilliance Auto, Geely Automobile, Dongfeng and other new energy vehicles have launched their new energy vehicles. Today, however, are mostly government agencies and institutional clients to use, not sell to individual consumers. As a national leader in new energy vehicles BYD, although already introduced three electric vehicles, which at the end of the list F3DM people initially expected in October this year, consumer sales, but because conditions are not ripe yet has to push the personal terminal market.
Analysts said that in addition to electric cars themselves factors, the current limitations in their major external factors to promote the burden of convenience and acquisition costs remain high, but these two restrictions is expected to break the ice.
Construction of the charging station is inseparable from the support network. National Grid parties to accept an interview with the China Securities admitted charging the electric vehicle market immeasurable space, the company is ready to build. In the past two years, there were 10 provincial-level enterprises in research and experimentation, the company also conducted a number of major car companies and research cooperation, has made a lot of data, is currently in full swing in preparation for loading station building. It should be noted that the three major oil companies have also shown great enthusiasm and CNOOC are now in the main attack, such as electric cars and cargo nets.
The other constraints - high purchase price of electric vehicles, analysts pointed out that to solve this problem, besides the need to reduce the cost of car prices in itself, but also requires the government to reduce subsidies. At present, most countries have subsidies for new energy vehicles, like the UK to buy PHEV and EV available for rewarding 2000-5000 kilos, Japan, electricity, natural gas and other clean energy vehicles to give 50 % of tax cut. To encourage the development of new energy vehicles, financial subsidy policies of China have also been introduced, such as fuel-efficient hybrid vehicles, according to the standard rate of subsidy is divided into five files, the grant maximum per vehicle for every 50 thousand yuan; pure electric vehicles, the cross-subsidy of 60,000 yuan each. However, subsidy policies implemented yet, the price of motor vehicles new energy Purdah only to marry. However, this can not make the car as they wait too long, the new energy vehicle country supervision of major VGP-BPS8, VGP-BPS8A, ,VGP-BPS8Bprojects, said Wang Binggang, head of the Consultative Group of Experts on the bus, etc. subsidy policy has been applied, is estimates that the subsidy policy that individual consumers soon introduced.
The outbreak of the market will grow
Analysts said that with the comfort of subsidies and charging solution, the new energy vehicle market will grow explosively, as the scale of new energy vehicles rapid expansion of motive power batteries, motors, control electricity, etc. will significantly increase the demand for which is expected to become the next 10 years the core driver of industry growth. Among these, the performance of the battery power of the development of new energy vehicles plays an important role. Strength, consistency, security and other indicators will determine the future of new energy vehicles, the search for higher specific energy than high power, low self discharge and long service life and safety of a good motive power battery , becoming a major topic of new energy vehicles.
Current hybrid cars use nickel-metal hydride technology of the larger battery, but the nickel-metal hydride battery a number of technical features such as energy density, charge and discharge rate approaches the theoretical limit . The lithium battery has an energy density, high capacity, no memory, etc., several automakers and battery manufacturers unanimous backing of the current national focus on R & D is the lithium ion batteries.
According to the different cathode materials, lithium batteries are lithium cobalt oxide, lithium manganese oxide, ternary materials, and four types of lithium iron phosphate. Shen Wan report notes that the comparison, lithium cobalt oxide biggest problem is the lack of security (150-degree high temperature explosive), the high cost and short life cycle, the safety of lithium manganese oxide much better than lithium, cobalt, but the high temperature environment life cycle is even worse (500 times). Lithium iron phosphate discharge due to high power, low cost (about 18 ~ 30 yuan / ton), fast charging and longer (over 1000) in high temperature environment, stability high temperature (temperature above 300 degrees only security risks), with a good safety performance, and therefore the driving force is the best vehicle to use cathode materials of lithium. At present, prices of China’s auto models presented pure electric vehicles, power batteries are lithium batteries, Chery, BYD uses lithium iron phosphate.
Japan Professional market data research committee are the motive power battery market show explosive growth. Fuji Research Institute of Economics and Statistics, due to environment friendly vehicles on a global scale are sought, sells hybrid and electric cars coming years, the market for automotive batteries is expanding rapidly. It is expected that in 2009 shipments of automotive lithium batteries will be ¥ 10,400,000,000 in 2008, based on double to 250 billion yen, but in 2014 the market size will rapidly expand to 2.25 trillion yen (approximately 24, 8 billion U.S. dollars), is about 215 times in 2008.
Shen million, the report also noted that the motive power battery space for the future market of China shows an increase of 10 times: in 2012 the new energy vehicles 1 million, if the nickel-hydrogen batteries represent 70%, Price 25,000 yuan / Taiwan, lithium batteries accounted for 30% of the, Unit 50 thousand yuan / Taiwan, in 2012, nickel-capacity battery market hydrogen reach 17.5 billion the ability of the lithium battery market will reach 150 billion yuan, global market scale will reach several hundred million dollars.
Listed companies are scrambling for gold
Faced with such large cake motive power battery market, listed companies have invested in the U.S. share to sub-cups, while the car has a factory car business has become a major promoter.
The battery started to do in order to convert the car market BYD Li-ion batteries in the natural power to show their abilities. In August this year, BYD battery electric vehicle production digital battery base in Huizhou in Guangdong completed their basic shoulder BYD electric vehicle technologies - lithium battery production tasks, which can be carried out large-scale production of batteries lithium.
Coincidentally, in order to gain technology leadership, a stable supply of battery power in the passenger area of new energy to accomplish something Futian car, plus 10 at the end with the internal battery maker known Lithium Peking University technology industry first set up the Beijing Automobile Investment Co., Ltd. invested new energy Battery Technology Co., Ltd., Futian Automobile invested 10 million yuan, accounting for 10% of the capital.
More notably, 12 17, Shanghai Automotive lithium iron phosphate batteries and mastery of basic technologies for U.S. systems A123 Inc. jointly announced that the two parties established in accordance with the proportion of the participation of Shanghai 51:49 Czech Republic, New Power Battery Systems Co., Ltd., joint development, production and sales of the system battery Vehicle fuel in order to fill the position of market leadership. The move also marks have been “all thunder and no rain” in the great inner-scale models of new energy vehicles to take strong measures.
In the factory vehicles, while an extension of the lithium battery, lithium battery production companies are also actively cooperate with the automobile business. CITIC Guoan and Toyota of Japan on lithium carbonate and lithium salts series products, including implementation of new energy cooperation Cooperation signed a “letter of intent.” CITIC Guoan, the Japanese side to designate the exclusive agent in Japan and the Japanese at least annually a certain amount of lithium carbonate products. Since then, 20 October Fosugufen to increase the lithium ion battery market position and the level of separation, decided to have a steady hand BYD in market demand and broad market prospects for development in Foshan Jinhui high high-tech companies raise capital to expand the project-separator lithium ion battery, in order to improve the global competitiveness of the company .
In addition, Jiangsu Guotai , China Baoan, and a number of companies listed are the gold lithium batteries. In general, Shanshangufen has formed a relatively complete industrial chain, the company of a single-material Li-ion battery anode begin, one after another to build the battery material lithium cathode, electrolyte and so the full lithium-ion battery material production lines, has become the largest lithium-ion battery materials supplier.