Energy-led auto market new energy electric cars to win the first game chips

China's new energy auto subsidies Rules predictable, the Ministry of Finance and other four ministries jointly issued a notice,laptop battery set in Shanghai, Changchun, Shenzhen, Hangzhou, Hefei and other five cities for new energy vehicles started to subsidize private pilot, which, for pure electric vehicles and plug-in hybrids of state subsidies were as high as 60,000 and 50,000 yuan, which in a sense, has made it clear in the next few years of our transport strategy for the development of new energy direction, making pure electric and plug-in hybrid into the market to enter the de facto standard in China.
It is understood that after the publication of the details, most of domestic manufacturers have expressed a tremendous interest, Nissan Marketing Minister Ye Lei, said in an interview, "This change will be a great start," while Xu An BYD Public Relations believes that this will be a national independent brand car companies not to be missed opportunities for development. According to industry analysis, the

The introduction of rules, will likely soon lead to national brands are of international research and development for the Chinese market and product structure adjustment, and for domestic own brand products in this round of competition for the synchronization start position.

5 to more targeted subsidy program

And prior speculation that dell Inspiron 6000 battery the national subsidy schemes, the implementation details will be released only in Shanghai, Changchun, Hangzhou, Shenzhen and Hefei, the implementation of five pilot cities, from the selected group of cities that clearly have a clear target, meaning behind is to rely on strong local car manufacturers and industrial cluster effect to promote the development of new energy vehicles and commercialization. The SAIC in Shanghai and Changchun FAW s in, s in Shenzhen BYD, Geely, the Thai public in Hangzhou, and Chery of the Hefei, from product development, production of new energy vehicles to the many facets of vehicle sales, The five pilot cities have become a strong backing. In fact this can be inferred, in the near future, in line with national policies should also be the first new energy models from these companies, respectively.

But reporters also saw the first pilot city in the last two years, the rapid development of Guangzhou Automobile Industry absence, while relying on the Guangzhou-based Toyota, Honda and Nissan, the three Japanese brands in the international field of new energy vehicles also have their own R & D expertise. According to industry analysis, Guangzhou's absence does not mean that these enterprises in the field of New Energy R & D backward, such as the production of Guangzhou Auto Toyota Camry hybrid and other vehicles belonging to the same policy of state subsidies within the scope of only subsidy levels vary.dell 1691P battery The five cities chosen by the State, because the local enterprises have had their vehicles clear of pure electric cars or plug-in hybrid production plans, which they have business models to achieve transformation of the local ancillary facilities such as charge station The construction, these five cities in this area have had plans, such as Shenzhen has even built a number of charge car park, to import the products more quickly, thus became the first batch of the national pilot subsidy program.

May lead to new energy vehicles shuffle

Subsidies in this country before the official release, China's market to achieve new business model is basically green energy hybrid-based, including the Toyota Prius the first to enter China, Honda Civic hybrid, and just put market Camry hybrid, in this technology, Japanese brands account for the technology high ground. GM also exploiting hybrid LaCrosse and Cadillac Kay Red Hybrid doing my part. In the industry believe that hybrid products will have a fierce competition, the state's subsidy policy was more confused market-oriented environmental green electric vehicles and plug-in hybrids, and this market is in China can that are still blank, leaving domestic and foreign car brands will be a more fair and open competition in space.

It is understood that, in accordance with the rule requirements, dell 6Y270 battery the first is expected to market new energy production car is expected in August listing BYD E6 Electric Car and early 2011 introduction of the common domestic Volt plug-in hybrids. According to Public Relations 3 Du Guozhong BYD introduced, "now in trial operation of the taxi industry in Shenzhen's E6 electric vehicles have been identified in August, priced around 300,000 yuan." While Shanghai GM's Chevrolet Volt in China as early as Fixed plug open mixed model, they represent the highest level of the international brand.

Although the hybrid did not enjoy the highest subsidy policy does not mean that Japanese brands in the domestic new energy future in the absence of competition, from this year's Beijing auto show can be seen in the field of electric vehicles, Japanese brands also have their own voice. According to Nissan Marketing leaf Lei said, Nissan is expected to begin next year to China to gradually put in the Beijing auto show debut of the pure electric car leaf, the first pilot city for the use of imported way of introduction, followed by further consideration based on market feedback made, but Toyota and Honda's electric car plans are under way, it is foreseeable in the near future, the Japanese flagship brand to the Chinese market hybrid approach may be adjusted.

The same can not be ignored, in the field of luxury cars new energy electric cars for the competition has already quietly begun, Mercedes-Benz recently launched its new domestic energy program, is hopeful that the next two years, the introduction of plug-in Smart, but Audi is in the Beijing Auto Show shows the three e-tron electric vehicles, A1 e-tron may soon enter the Chinese market; experienced a hydrogen-powered BMW in the long-term spread, the recent shift the focus to the field of fuel cell vehicles; in a recent press conference, Volvo is made for the Chinese market the most secure electric car concept. It is anticipated that national policies are defined, the new energy vehicle market, has been a fierce battle of Storm model, and the current gaps in the market will be filled soon. dell Inspiron 6400 battery

Optimization of diesel is still the mainstream

Although the country such as the new energy for the electric car models subsidies to spare no effort, but it does not mean that they will soon replace the internal combustion engine vehicles available in the market, Shanghai GM, general manager of auto show in Beijing, Ding said in an interview, new energy vehicles type of commercial and popular will be a long process, in which the meantime, companies in addition to developing new energy technologies and, more importantly, or on the existing internal combustion engine power system optimization, to achieve fewer emissions and higher efficiency, This is the current consensus of most brands.

It is understood that now includes Shanghai GM's "Green Future", Volkswagen's "Blue Fantasy" and other enterprises in the future strategy of the existing products and optimization of power system reconstruction project is a very important part, including direct jet, turbo, twin clutch, and other advanced technologies are applied to more and more models in production, even ¿ÉÒÔ force of more than 20% De upgrade reduced by 15% in fuel consumption. Similarly, in the Japanese brands, Toyota and Honda in the variable valve timing technology ladder, Nissan's CVT technology adhere to universal models in the more applied, can bring the current drive to improve the environment. According to Toyota insiders say, there are many in the sales of domestic cars, including hybrids, fuel consumption, emissions and other relevant data has already been met or exceeded the state subsidies for the 3,000 standard, in principle,dell KD476 battery can enjoy the relevant policies, and other specific implementation details become clear, he should be able to enjoy the door subsidies to bring good news.

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Why are electric cars?

Recently, the State Council Development Research Center of Industrial Economics Research Department Feng Fei in Shanghai to attend the "through 2030" series of sustainable transport forum pointed out that "the development of electric vehicles in China has gone through two years of the time," 15 " and the "Eleventh Five-Year", a total investment of 20 billion yuan to develop the three vertical and three horizontal policies, three vertical, including fuel cell vehicles, hybrid vehicles, electric vehicles, is three horizontal Power battery and fuel cell, drive motors, multi-energy powertrain control. "He also said," China's current electric cars at a new stage to commercial application for the special features, and also consider the purchase of government subsidies provided to the ordinary consumer to encourage consumers to buy new energy vehicles, especially electric vehicles, I would like in the next few years, the development of pure electric vehicles in China may have a better future. "

The technical route choice, not only with the international mainstream vehicles coincides with the direction of technology development enterprises, but also meet the Ministry of Science and major projects identified in electric vehicles to fuel cell vehicles, hybrid electric vehicles, pure electric vehicles of three model "three vertical" research and development layout.

Electric vehicle commercialization as a pushing hand, the Ministry of Industry and electric cars also optimistic about the wave of new energy dell GD761 battery vehicles highlight the prospects for development. May 27, the Ministry of Industry and web site published in 2010 auto industry investment in the direction of technological progress and transformation. Compared with 2009, electric cars and auto parts ranked No. 1, a total of 13 projects. Not only an increase over the previous version 2 project, and the lower part of the technical threshold. For example, the use of existing capacity to produce pure electric cars reconstruction projects or power module construction project in the past provided a top speed of not less than 100 kilometers, is now down to 80 km, car never more than 5 hours charging time, adjusted to more than 7 hours. In addition, the plug-in hybrid vehicle technology threshold have also made adjustments in the pure electric mode, mileage requirements from the previous less than 100 km, down to 70 km.

New Energy Automobile Industry Research Report: hybrid into the mainstream

China will vigorously develop new energy vehicles, because of energy security laptop battery and environmental protection to promote China's need to develop new energy vehicles; new energy vehicles in China automotive industry an opportunity to catch up by leaps and bounds, China's domestic auto manufacturers have mastered a certain Related technical strength
Will appear in the traditional internal combustion engine cars, alternative fuel internal combustion engines, hybrid, electric vehicles and fuel cells coexist

The total cost of new energy vehicles will gradually lead to internal combustion engine vehicles

Improved torque motor vehicles, but in the power side than traditional fuel poor relation

Plug-in hybrid and electric vehicle BTP-ARJ1 charging facilities with ease of use of the popularity and enhance

With the commercial development over time, hybrid and electric cars will become more reliable

Subsidies in 2010, after ice-breaking, as the technology matures, new energy vehicles will be in China will usher in rapid development period. 2010 China car sales 500-1,000

Asus Laptop Battery new energy vehicles will be expected to reach 2013 100 000

BYD Auto has had the commercialization of new energy vehicles listed on the ability of the SAIC and Changan Group also has a very strong strength

Development of new energy vehicles in the future direction, will enhance the long-term competitiveness ÆóÒµ, to develop new space for future growth, those master new energy automotive industry chain, the core technology of the company should Jiyu some of the premium. Passenger car OEMs proposal concerns have been entered or are about to enter product announcements models, the key in the new energy industry chain grasp core technology and technology nodes, with production capacity of the company's new energy model. Recommended Shanghai Automotive (600 104),A42-A3 Chang'an Automobile (000 625)

Right person to lead five lithium batteries become hurdle

Current hybrid vehicles use nickel-metal hydride battery technology major, but some NiMH batteries technical performance such as energy density, TravelMate 4500 charge and discharge have been close to the theoretical speed limit. The lithium battery with energy density, high-capacity, no memory, etc, get the car makers and battery manufacturers unanimously approved, is currently the focus of national research and development of lithium-ion battery.
According to different cathode materials, lithium batteries are mainly lithium cobalt oxide, lithium manganese oxide, lithium iron phosphate ternary material and the four. Lithium iron phosphate which is the best hybrid vehicle with lithium cathode material. At present, enterprises in China car model launched in pure electric vehicles, power batteries are lithium batteries, Chery, BYD are using lithium iron phosphate.

China's "Auto Industry Promotion Plan" proposed a new energy vehicles in 2012 accounted for 5% of total production of vehicles, about 500,000. Industry experts predict that by 2020, China 10% to 20% of passenger car sales will come from pure electric vehicles, plug-in hybrid and other new energy vehicles.

Renault - Nissan alliance CEO Carlos Ghosn LCBTP03003 predicted that the next 10 years is estimated conservatively that 10% of consumers BTP-ARJ1 would buy electric vehicles. It appears that the forecast high.

According to the electric cars around the bus taxi planning, I guess the next 3 years 200 000 of these electric cars and hybrid road. Shenzhen has 30 vehicles on the road, Chengdu plan 3 years 1000 bus is on the road, the market size is around this level. Other OEMs a show, celebrities take the lead in environmental protection, and other large companies will have 300,000 bus pilot road electric vehicles. A total of approximately 500,000, 3 years the market demand.

"The future development of electric vehicles in China is that China's auto industry and the world automobile industry closer to the most convenient way. Companies doing fuel vehicles, we must also make preparations for future market and competition. Can not wait until fuel vehicle market decline, and wait until the electric car market flourished do fully prepared to seize on the opportunity for the business growth is very important. "BYD BYD Wang are treated this way or that China's auto development of electric vehicles significance.

Learn from the development of China's IC 15-year history, fell short of expectations mainly due to application problems, not technical issues. Aspire 1300 Actions such as early development of the BB machine with IC, but the application to promote ineffective, missed market opportunities. Later, the MP3 decoder chip system-level thinking, to facilitate the application was successful.

I think the electric vehicle charging station is a key factor. PetroChina and Sinopec are both even behind the charging stations, and investments in the lithium battery industry, I hope they do practical things. I saw in Shenzhen, BYD, Kwai Chung, charging station, told Shanghai Cao Xi Electric Vehicle Charging Station by acceptance. After all, is too little!

Li-ion battery development issues: Despite China's lithium production ranks third in the world, but the core material to be imported batteries. Xinhua said the letter and other related research institutions, China's relatively backward power battery production equipment, many companies will focus on the material, ignoring the improvement of manufacturing equipment. Power battery in high-volume production, it should be advanced automation of the first place. In addition,BTP-APJ1 most of the enterprises in China battery independent research and development, its limited funds, can only solve the basic problem battery technology is difficult to further advance. Lack of adequate communication between enterprises, both would like to know of others rather than on their own experience, there is widespread duplication of low-level phenomena.

I add two points, the opportunity for the electronics manufacturers of circuit protection is the lithium battery, intelligent charge management and proof techniques. Industry technical standards for government action must have the strength of TD, can not engage in the standard group. EVD standard DVD, so a group of imitation did not happen, a waste of time and resources.

Li-ion battery needs to be a real thing than 5 to Hom: materials, equipment and technology, universal charging station, the industry standard and intelligent BTP-AQJ1 charge management.

China's exports in the forefront of solar cell

Suppli, China in 2009 produced more than 3.6GW of photovoltaic (PV) cells, A42-A3 of which 90% are sold to the international market, making China the world's largest solar cell current exporters.
2009 global top 10 PV cell manufacturers have six in China, Chinese production is naturally higher. At the same time, the Chinese government is actively stimulate domestic demand. China's "solar roofs" and "Golden Sun" project began in March 2009, aims to encourage domestic investors and manufacturers of photovoltaic power station turned to the domestic market for growth.

Solar Roof

According to solar roofs program, and the enterprises receive subsidies to 2.9 U.S. dollars per watt, this part of the subsidies can make up 30-50% of manufacturing costs. The Ministry of Finance has allocated 186 million U.S. dollars for the project, of which 70% or 130 million U.S. dollars earmarked for start the installation, while the remaining 30% or 56 million U.S. dollars, allocated in the project after acceptance.

Golden Sunshine

At the same time, the golden sunshine project involves a more extensive application, including not only the roof photovoltaic power distribution system,TravelMate 4000 but also other independent and photovoltaic systems and other areas of the Internet. In addition, subsidies Golden Sunshine Project of greater intensity, for general construction projects and remote areas, subsidies up to 50-70% of total investment costs.

iSuppli Corporation believes that the two stimulus plan to bring in the next three years, the domestic installed capacity of about 2.8GW to attract the interest of domestic photovoltaic business. In addition, the stimulus may be introduced after the larger the subsidy program.

Growing faster than planned

Many people said that China's domestic PV market growing faster than the government originally planned for. Original proposal is PV capacity reached 2010, 300MW, 2020, increased to 1.8GW. But the year 2009, there is 120MW of new photovoltaic systems installed, TravelMate 2300 so that the Chinese PV cumulative installed generating capacity has already exceeded 300WW goal a year ahead of schedule.

However, if the capacity of PV business planning and export sales and the Chinese Government set the ambitious target than the government planning is pales.

One of the most critical issue is the photovoltaic power generation system and China's other grid networking. Fearing the overall stability and security, network systems have their own development plans, including coal, wind and nuclear and other power generation methods. Therefore, the Chinese smart grid project will be a major problem is how to adjust the grid to meet the new type of solar power.

Drive demand

iSuppli predicts that China's electronics market to create PV sales in 2010 will reach 309 million U.S. dollars, surged 95.3% higher than in 2009.Aspire 1680 Figure 8 shows on the 2008-2014 iSuppli Corporation, China Electronics sales forecast PV.

PV market, strong growth is being promoted for the inverter and other electronic devices demand. Inverter is to improve the photovoltaic modules and solar power generation efficiency of key components.

 

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With government subsidies peaked in 2010, Aspire 1410 PV electronic market will also peak. Although the growth rate is expected to decline next year - unless the introduction of new policies, but the market will continue to maintain a certain momentum, enough to achieve 2.4 billion in 2014 sales.

China will become the leader in solar cell technology

In LSI, LCD panels and solar cell manufacturing equipment business, such as Applied Materials, Inc. laptop battery (Applied Materials, AMAT) has begun to strengthen and green components related business, the company established in China is not only a strategic base for solar cells, but it proceeded to ¿ª·¢ LED and Lithium-ion rechargeable battery manufacturing equipment. Manufacturing equipment manufacturers stand point of view, the company's solar cell and LED, etc. What about the prospects for devices, why set up a solar battery in China R & D base? Recently, the site of the interview, Executive Vice President, energy and environmental solutions, and monitor general manager and chief technology officer, Mark R. Pinto. Mark R. Pinto main base in the company's China business. (Interviewer: Satoshi Okubo)

- You talk about AMAT which are committed to the business related to environmental protection.

Pinto: roughly a solar cell, LED, smart glass and batteries these four areas. We can use these fields in the semiconductor and display manufacturing process equipment, accumulated technology. AMAT has a nano-manufacturing technology, not only can increase the energy density of the device, so that more excellent features, but also to improve production efficiency and lower manufacturing costs.

In these four areas, the existing business has been fully developed, but also just started to develop the business soon. Which has been in the field of solar cell type and also for the crystalline silicon thin film silicon-based introduction of a variety of manufacturing equipment. In the crystalline silicon-based, the processes of cutting (silicon cutting) equipment and (wiring formation)BTP-42C1 screen printing equipment market share is growing. The thin-film silicon-based context, the introduction of a manufacturing production line "SunFab".

- In the LED, smart glass and batteries in the field, AMAT what features?

Pinto: Book display in the LED field (the formation of crystalline semiconductor film) MOCVD equipment. MOCVD is directly connected to the LED's characteristics, production efficiency and manufacturing costs. In fact, compared with silicon semiconductor technology, LED manufacturing process yield is very low. This will result in lower production efficiency, manufacturing cost rises. In order to develop the MOCVD equipment to produce high yield and excellent luminous efficiency is expected to be the crystallization of membrane, we have from the U.S. Department of Energy to provide a new generation of high-energy efficiency of solid-state lighting project received funding.

Speaking of smart glass, most people associate with low-E (low-reflective) glass. Low-E glass has become popular, its manufacturing equipment market limited to the construction boom continued to rise the temperature of the area. Until about two years ago, the market is fixed in the Middle East and China. It is estimated that 90% of the devices are manufactured for the Chinese market. Our goal is the next generation of low-E glass products, namely, intelligent glass. low-E glass only the formation of films with only passive function, and smart glass will have the active function.

There are two ideas of smart glass. BTP-44A3 One is the function with electrochromic glass. Combination with the light sensor, adjust the transmission of light. Another feature is the building with solar glass (BIPV: building integrated photovoltaics). This can be achieved is the subject of BIPV can be used as a building material of large size. AMAT has a huge glass floor can be manufactured using thin film silicon solar cells SunFab. Can apply the technology in BIPV.

In the battery field, will we develop to form nanoscale layer structure of the technology and equipment used in the areas of electrode formation. Effectively improve the properties estimated in the same time, the effect of access to lower manufacturing costs. By the end of April 2010, we made the decision with the U.S. A123 Systems, in order to develop cutting-edge lithium-ion rechargeable battery manufacturing technology, prepared to accept the ARPA-E (U.S. Department of Energy's Advanced Planning Research Department Advanced Research Projects Agency-Energy) to provide funds .

- AMAT established in Xi'an decisive business strategy based solar cells "Solar Technology Center", strengthened in China's solar cell business. Chinese solar cell market prospects?

Pinto: the crystalline silicon-based, China's solar cell unit in 2010 estimated production will account for more than 50% of the world. Chinese solar cell market is increasing investment in equipment come forward. Solar cell manufacturers have not only large enterprises, but also a lot of SMEs. Our customers only crystalline silicon solar cell modules have more than 80 companies,BTP-550P including wafer-related companies, including more than 100.

Crystalline silicon solar cell equipment investment in local government and local banks, driven by very motivated to donate. Crystalline silicon solar cells from the market price of view, the current decline in world prices significantly. Although the Chinese solar cell market is growing, but the growth in global demand and not made in China, to expand the range. Estimated that Chinese manufacturers will also face the price slide. The future need to activate the Chinese solar cell market, further increasing demand.

Chinese film silicon solar cells can be more active in the external environment. As a large-scale solar power stations and other facilities for solar cells, as large-scale silicon thin film solar cell battery for concern. Solar power stations in China well-regarded state contributes to the cause and the power.

In the United States and Japan and other developed countries, demand for electricity is usually a day of activities with the peak value of urban residents. In this power state, the use of solar power stations have become alternatives to existing power stations. BTP-73E1 China's electric power situation is entirely different. Demand for electricity to industrial use as the center, compared the average day demand for electricity. However, with the rapid advance of urbanization, China's electricity demand will also appear as a peak in developed countries. Most Chinese use of coal to generate electricity, but coal power generation only for the more average day demand conditions, thus requiring import can withstand the peak demand for electricity generation system.

To this end, China's power generation and power storage and other technologies started the test. The United States says will help test these technologies. Solar power is an important option to designate one, AMAT is to reduce the total cost as a selling point to promote the manufacture of thin film silicon solar cell production line SunFab.

Wang Jing Zhong: Li-ion battery production that people do not understand the trade surplus

China Battery Industry Association, Executive Vice President and Secretary General Wang Jing Zhong Li book

Newspaper by the China Automotive, the Chinese Society of Automotive Engineers, organized days to the battery group, vehicle network host of new energy vehicles in China Development Forum, on May 28, 2010 in Shanghai. Government decision-making and leadership departments, car manufacturers, battery companies, research institutions, BATCL50L universities, associations and industry experts on the new energy vehicle demonstration, technology development and commercialization experience hot topic in-depth exchanges and discussions. China Battery Industry Association, Executive Vice President and Secretary General Wang Jing Zhong Li pointed out the book: the current annual production of lithium batteries in China not to 2% of demand, claiming that excess capacity lithium batteries are the industry people do not understand.

Wang Jing Zhong said, the current annual output of electric cars in China more than 2000 million, while annual production of electric cars lithium battery is about 40 million units. If electric cars all use lithium batteries, the current production capacity was less than 2% of demand, not to mention excess capacity. In fact, the lithium battery problems is a lack of supply manufacturers.

For the present we are concerned about new energy electric vehicles, Wang Jing Zhong also talked about his views. He believes that the current overall new car market share of energy is not large, the demand for lithium batteries have not yet been excavated. With the development of new energy vehicles, lithium batteries have much to accomplish the future.

Wang Jing Zhong Department also learned from the Chinese TravelMate 290 battery industry is the main direction of future development of battery and energy storage batteries, lithium batteries in 5 years to achieve the total 15% -20% market share target.

Development of more economic security, super battery

Newspaper by the China Automotive, the Chinese Society of Automotive Engineers, organized days to the BTP-60A1 battery group, vehicle network host of new energy vehicles in China Development Forum, on May 28, 2010 in Shanghai. Government decision-making and leadership departments, car manufacturers, battery companies, research institutions, universities, associations and industry experts on the new energy vehicle demonstration, technology development and commercialization experience hot topic in-depth exchanges and discussions. Head of the Department of Applied Chemistry, Harbin Institute of Technology Xin-Guo Hu expressed his views that the development of super battery is more economic security.

The price is too high and restricting lithium battery safety hazards to promote

Enthusiastically participated in the market for lithium-ion battery, Professor Hu is not fully supported. He pointed out that lithium batteries including lithium sulfate are still some problems. First, the price is too high. As a more mature hybrid, Prius sales in China are not great, largely because the cost of car battery - a battery to 60 thousand dollars. Ordinary middle-grade sedan, plus a set of batteries sold for 28,9 million, the average consumer is difficult to accept. The price of lithium-ion battery is more expensive than nickel-metal hydride batteries.

Another problem with lithium-ion batteries is that there are still security risks. Professor Hu said that "on pure electric vehicles and hybrid vehicles,laptop battery the safety is first. The high activity of lithium ion in the passenger car use, once the fire explosion, it will threaten the safety of motorists . "

Super Battery: lead acid battery upgrade

Lithium batteries due to price and security issues, at this stage difficult to promote. Then the manufacturing lead-acid battery is ripe for electric vehicle development to meet the needs? Electric car start-up phase requires high rate of charge and discharge, high frequency, the battery is always not spare electricity to. If the ordinary lead-acid batteries will sulfate negative, causing the battery to fail soon. Common lead-acid batteries in the whole mix if you want competent market place, we need to do on the basis of the existing number of technical innovations. In Professor Hu opinion, this innovative way is to do a super battery.

In short, super battery that is lead acid batteries and super capacitors to mix together, both a lead-acid batteries and super capacitors function. There is a way is a group of lead-acid batteries, used in conjunction with a group of super-capacitor, but the volume too high cost. The super-battery is another idea. According to Professor Hu said: "We found a way, is to lead-acid battery negative plates, half of the carbon electrode made of super-capacitors,TravelMate 240 half of the negative electrode made of lead-acid battery, which is actually inside the two parallel battery up, we called in and the way. "

Super battery life as follows: when the car starts, needs high-power electricity, this time the role of carbon electrode; steady speed when driving the energy, the negative lead from the lead-acid batteries to provide. Super capacitors are needed in the launch when the high current work. Functional complementarity between the two after making it a more than ordinary advantages of lead-acid batteries.

Numerous advantages of super battery

According to Professor Hu's briefing, by way inside and after a super cell volume was significantly reduced; because the existence of a super capacitor, it would have very good power, perfectly suited the requirements of all hybrids. On price, super lead acid battery priced a little higher than normal, but the nickel-metal hydride batteries and BTP-52EW lithium batteries than the cheaper, the price of nickel hydrogen batteries only 1 / 4. It is already quite mature by the manufacturing technology upgrading from lead-acid batteries do not need more investment, but also in security protection.

Related Reading: specific energy

Refers to the specific energy per unit weight or unit volume of energy. With specific energy Wh / kg or Wh / L to represent. Wh of energy units, W is watts, h is the hour; kg is 1000 grams (weight units), L is liters (volume units). One example to illustrate: 5, nickel-cadmium batteries rated at 1.2V, the capacity of 800mAh, then the energy of 0.96Wh (1.2V ¡Á 0.8Ah). 5, the same size lithium - manganese dioxide battery rated at 3V, the capacity of 1200mAh, then the energy of 3.6Wh. BTP-63D1 These two are the same size battery, but lithium - manganese dioxide battery is a nickel-cadmium battery than the energy of 3.75 times!

Brokers bullish on the concept of Power Li-ion battery technology and Shanshangufen when l

The world are competing for the high ground of new energy automotive industry, the new energy automotive industry in the upper reaches of lithium battery laptop battery industry to become truly benefit the industry, the overall stock market turmoil in recent cases, showing a strong defensive capabilities and increase in kinetic energy. According to Wan-statistics, the lithium index in turmoil since the beginning of a large city rose 7.9%, lithium plate defensive evident.
Li-ion battery industry in 2010 launched the first year

To further promote the development of new energy vehicles, the U.S. government's economic stimulus Obama will total 3 billion U.S. dollars in the United States funds for car battery production. At the same time, this year the Japanese official launch of the "LEAF" pure electric car, complete with a formal declaration of new energy lithium battery production has also been kicked off. Great Wall Securities industry analyst Xu Chao told reporters Southern Metropolis Daily said in 2012,Acer Laptop Battery the new energy automotive industry can expect future development of lithium battery industry will usher in rapid development.

According to market is widely expected, the new energy vehicles in 2015 global market will reach about 2.4 million. Japan Securities estimates the letter, assuming the new energy automotive lithium batteries account for 60% market share, one lithium battery cathode material for raw materials market will reach 15 million tons, about 2009 lithium battery cathode material for 4 times the size of the market . China in the global market share of lithium cathode material accounts for about 19%, will also benefit from the global market demand.

At present, the lithium battery cathode material mainstream are four types: lithium cobalt, manganese and potassium, and lithium iron phosphate ternary materials. Lithium cobalt oxide is mainly used for small lithium battery, such as mobile phones, laptops. The latter three can be used as power batteries, such as new energy vehicles. Industry that, in the large car market power lithium, ternary material, potassium permanganate, will become the mainstream route.

Japan Securities expects the letter, with the new energy vehicle market expansion from 2010-2015 lithium manganese ternary materials and the combined compound annual growth rate will reach 63%. View from the small lithium, ternary material is the future of the fastest growing cathode material, from large power lithium market, the ternary material, BTP-43D1 lithium manganese oxide is to take the next major market share.

When l Technology Chengxin Chong

According to Wan-statistics, the lithium index in turmoil since the beginning of a large city rose 7.9%, lithium defensive plates can be seen, when the rise and Technology (300073) from the May 18 low to high increase of nearly 40 days ago %. Only new listings in the industry are very positive about the near cathode material shares. Xu Chao analysts believe that the company's IPO raise investment project includes the lithium battery cathode materials such as ternary materials, lithium manganese oxide of the expansion plan, lithium iron phosphate has been completed a small trial, I believe that with strong R & D and capital strength, the ability of the company bigger and stronger materials, lithium iron phosphate.

As investors optimistic about the prospects for lithium battery industry, science and technology advance when l be hot. States also provide recommendation rating the securities, but rose too high, the prices can be purchased after the callback. The stock price began to callback the past two days, down 6.21% yesterday, shares closed at 60.08 yuan.

Analysts are also bullish Dongguan Shanshangufen. TravelMate 220 Day letter to the securities industry analyst Kai Fan of view, the beginning of 2009, -2,010, the company through the acquisition of Australian Yerilla nickel and cobalt mine, the acquisition of Hunan Heiner, shares power battery business cooperation with Japanese companies, and gradually formed a vertically integrated business model , from a technical, cost and power lithium-ion battery market into three areas with the core strengths of global competition. From the perspective of company stock PE corresponds to 33 times 2011 PE, the valuation is still reasonable, from the development of the industry, value of the assets and the value of the three side chain, the company should enjoy a premium, given its "buy" rating. BTP-58A1

Policy support and strong lithium battery, electric hidden investment opportunities in the automotive industry

Since April 15, A-share market out of the wave of unilateral market decline, until recently began to stabilize. Close in June, A kind of market share will be out? A1012 Recently, institutions have baked the investment strategy in June, the report from the strategy seen in the majority of institutions that in June the main stock market will be oscillating, to benefit the emerging industry, economic restructuring and defense industry is expected to bring some investment opportunities.

June will be the oscillation City

Overall, the present is a general nature will be the next month's market is defined as the "bottoms bounce", while the bottoms are mainly locked in the range 2400 ~ 2900 points. GF Securities Strategy Report released that weight plates real estate and banking section, after experiencing a continuous decline in the market has basically reflected the pessimistic expectations, not much room for large adjustments. Buoyed by the bottom line in the valuation, and policy tightening has ended the case, in June the market is expected to oscillation bottoms, Xianyihouyang. Jianghai Securities believes that the market's decline reflects a certain pessimistic Although expected, but due to economic, laptop battery policy, expected to be very confusing, stock index in June will show a wide pattern of oscillation, the overall increase power is limited, in June in inversion Quotes is unlikely that stock is still down interim space.

Compared with these institutions, is more optimistic CITIC Securities, CITIC Securities, said the report, the Government is prepared to have sufficient regulatory response to hedge the risks of real estate, as the market expected to gradually repair the stock market already has an inverted conditions.

Hidden investment opportunities in emerging industries

Agencies believe that basing process oscillation in the market, investors may start and gradually build positions. The Government has emphasized structural change in the way of economic growth in the context of a firm commitment to unusual, should take the main line three investments, one benefit from emerging economic restructuring in the industry, two big defensive consumer sector, third, etc. plates Xinjiang regional plate.

Configuration in the industry, CITIC Securities that, in inflationary pressure and concern about affordable housing are two main problems are significant changes before the cycle is still vulnerable species rebound rebound, the space will be cut profit forecasts and valuation of space suppression. Investors are advised to focus on retail sales in the "professional retail and chain" M8511 and "Logistics" section; information technology in the field of "computer" and "application software" section; production services in the field of "environmental and facilities services" section.

Industrial Securities said the market in the previous month, the macro-control constitutes a serious impact on the real estate section, and drag the financial, steel, coal, building materials and other periodic plate. The dynamic cyclical industry valuation levels are low, investors are expected to appear oversold after the technical rebound, however, due to macro-control will continue to deepen, real estate and related industries cyclical earnings outlook remains uncertain, the rally is limited; with this Meanwhile, the early strong performance of small cap stocks will be transferred to a rest in the pattern, part of the face value of the high valuation of stocks return, due to lack of hot spots, will be difficult to boost market sentiment.

Jianghai securities that the proposed investment should seize the proceeds of the two main line is expected to be over: First, there is policy support underestimate the value and the protection of housing construction industry benefited class, the main bullish: construction machinery, household appliances, building materials, etc.; second benefit China's economic structural adjustment, new industry segment, such as new low-carbon energy, smart grid, medicine and science M8244 and technology section. (Information Times)

New energy policy efforts to support strong auto plates

¡õ Chinatrust pass money to the King

A stock market in the context of rapid expansion, A shares and long-term valuation of the central pressure, and also restricting the A shares increased significantly in space. Under this operation pattern, investors should seize the opportunity structure. Overall, the strategy of new industries related to plate is still the main line. In promoting the transformation and upgrading of traditional industries, encourage technological transformation of enterprises in the same time, the country to a low carbon economy and the new energy, biological medicine, the third Dai Yi Dong communication, "triple play", energy-saving environmental protection, to establish the strategic emerging industries, Zhichi its R & D and industrialization, the purpose is to create new market demands, cultivate new economic growth point. From the current policy priorities has been to see that structural adjustment has been gradual, while the innovative high-tech industries such as communications and services meet the needs of the market will develop. Related sectors and listed companies will face greater opportunities for development.

As an important component of national strategy, the new energy automotive industry the certainty of strong policy support, the entire industry will usher in high-speed spring bathing policy development stage. Long term, China's new energy automotive industry contains a huge market for cakes, the market for new energy vehicles are expected to repeatedly active plate. A1079 New energy automotive industry value chain will focus on the most core of the battery business to start, and gradually extended to the electrical system (drive motor, control system), vehicle (passenger cars, buses), and upstream resources (lithium, nickel, rare earth) in the field . Based on this clue, focusing attention to power batteries. Technical reserves has a clear advantage on the enterprise will be the rapid development of the proposed areas of concern in each sub-leading enterprises. Now the major electric vehicle battery solutions in the most mature Ni-MH battery, Li-ion battery is a research focus on the future direction of fuel cells. The main components including lithium battery anode materials, electrolyte and separator, material replacement is the key to improve battery performance, and advanced manufacturing technology is the large-scale low-cost industrial premise. Both the one hand requires a lot of financial support, deep industry precipitation is also essential factors. From the main part was built to the difficulty level of profitability to sort, divide> electrolyte> positive> negative. Lithium batteries are mainly related to listed companies, CITIC Guoan, Jiangsu Guotai and Shanshangufen; Ni-MH batteries mainly Keli far, the torch high and Chunlan shares, etc.; lead-acid batteries are mainly Sailing shares; fuel cell main Tongji Science and Technology, the Great Wall electricians. Can track Fosugufen, Jiangsu Guotai, when l technology. Investors should be taken to avoid operating on high recovery, while preventing short-term rules promulgated when stocks finished lower on the pattern of correlation.

New Energy: policies to stimulate the excess income will be (with shares)

The short term, new energy automotive industry is expected to be over-stimulated by the policy proceeds. As market size is increasing, new energy automotive industry will be the medium to long term investment direction. In the current stage of development, A1078 we believe that policy support for new energy vehicles will be to the battery industry, the battery Dianji upstream of lithium and rare earth resources industry as well as charging stations industry, passenger car business opportunities, especially in the Dianchi core zero components, resource-based industries and charging station industry.

Application of the general trend of lithium

Lithium battery industry in the future will be rapid development. Although the short term, NiMH batteries are still the mainstream hybrid vehicle battery variety. But the long view, lithium iron phosphate as the technological breakthroughs, as well as cost reduction, lithium batteries used in hybrid cars is expected to further.

Li-ion battery energy density, higher power density for a pure electric vehicle energy storage battery, when added to meet the long-distance, high-speed requirements. But battery technology has yet to be further developed to meet the electric car when the mileage on the renewal request. With lithium-scale of the outbreak of actual demand, extensive use of lithium batteries is the trend.

At present lithium iron phosphate as compared with Ni-MH battery does not have the price advantage, it is still a large number of hybrid vehicles use nickel-metal hydride batteries. The future if the lithium iron phosphate decreased to 2.5 yuan / Wh below, it will gradually replace the nickel-metal hydride batteries. We judge that after 2020, lithium iron phosphate is expected to become the new energy vehicles (including hybrid vehicles, electric vehicles) in the main power battery variety.

Mainly graphite anode materials, graphite fiber-based materials, technical barriers to lower their production, stable supply of upstream and downstream relations are the main competition in the industry rely on the competitive landscape is relatively stable. Lithium-ion battery electrolytes mainly refers to lithium hexafluorophosphate, as the current purity lithium hexafluorophosphate higher, so the products are mainly imported from overseas; divide mainly refers to the polyethylene or polypropylene membrane, plays the role of isolation is negative , the safety of the battery has a great influence. A1148 Companies will divide our country there is no manufacturing in industrial production, mainly by foreign monopolies.

The maximum benefit from lithium and rare earth

Battery, motor industry, and indirectly benefit from policies to stimulate the upstream, with the bulk of new energy vehicles overseas production and China's policies to promote production of new energy vehicles under the rapid development of upstream raw materials are the main beneficiaries. Battery industry is the main upstream resources of lithium, while the motor industry is the main upstream resources of rare earth, which lithium and rare earth in the new energy automotive industry chain in a dominant position, the degree of the maximum benefit.

Specifically, lithium mainly from two aspects. The first method is by precipitation, solvent extraction and other methods to extract brine from the salt lake, which is applied mainly in Qinghai and Tibet, both relatively low cost; second way is through the conversion method to extract ore from the lithium, the relative high cost.

Meanwhile, as a basic element and rare earth in the high-tech field to create a special "light, electricity and magnetism," Performance of multi-functional materials, such as rare earth permanent magnet materials, luminescent materials, storage materials, hydrogen storage, catalyst material, laser materials, superconducting materials and semiconductor materials and so on.

From a domestic perspective, introduced in 2009, M6091 "Automotive Industry Promotion Plan" and other energy saving policies for NdFeB, hydrogen storage alloy powder, fluorescent-level chain of europium oxide, and other industries for further development and expansion of space.

New energy-related industrial chain of automobile starting, we believe that the use of rare earth in two main areas. First, the NdFeB permanent magnet applications in the field of electric vehicles, magnetic NdFeB is now the world's best permanent magnet, is the largest consumer of rare earth rare earth new materials. Future applications in the automotive market, there are two drivers: on the one hand, with hybrid vehicles, electric vehicle production increased, the electric motor to increase the number necessary to use more permanent materials; on the other hand, as a permanent magnet NdFeB materials in the leader, is expected to replace other traditional magnet materials more widely used. To Toyota Prius, for example, the model equipped with a 60KW electric motor, the main electric motor more than 2 kg of NdFeB permanent magnets. NdFeB permanent magnets in the industry chain, China mainly in the upper reaches of rare earth ore and raw materials. Start the next downstream consumption will greatly increase the consumption of rare earth raw materials.

Indispensable to the development of new energy vehicles charging stations and other facilities, and charging station equipment investment mainly includes three parts: power distribution equipment (transformers, switches, etc.), direct charging device (charging, etc.) and the management of auxiliary equipment (monitoring system etc.). Among them, the direct charging device is a high technological barriers, difficult one, mainly applies to vehicles with private car park.

In addition, the policies that this subsidy to the private car more subsidies, but do not take on the bus by way of subsidies, so we think that the automotive industry itself is relatively small benefit, while the range of benefits may also be limited to passenger cars.

We Recommend CITIC Guoan, Jiangsu Cathay Pacific, Xiamen Tungsten; also recommended attention to the development and production of lithium-based Sailing shares, universal money tide, Desai, lithium batteries and 100 million latitude can; to produce lithium-based components The Fosugufen, Topband shares Shanshangufen, Huafang Textile, China Security, Foshan lighting, new chou state, when l technology, more and more and Road Cheung F shares; above the main tourism resources in Tibet Mining, Salt Lake Group , Rare-Earth; and battery charging station and related production facilities in the State Power Nari and XJ Electric.

Nuclear energy and wind energy, or into a new energy breakthrough

China's energy consumption increases year by year, and the more traditional fossil fuels. In 2009,laptop battery China's total energy consumption to 3 billion tons of standard coal, fossil fuels accounted for 91%. Of these, coal accounted for 68.7%, 18% oil, natural gas accounted for 3.4%; non-fossil energy, renewable energy sources consumption accounts for only 9.9%.
Experts predict that by 2020, the total energy demand may be up to 45 million tonnes of coal, fossil fuels will be a serious shortage. By 2020, energy consumption in China is expected to 50% higher than the current estimated consumption of fossil energy 40% higher than in 2009.

China has proven coal reserves of only 50 to 60 years to maintain consumption. In 2009, China's coal demand is 2.828 billion tons. At the present ratio of energy consumption growth forecast to be 2020 years to about 4 billion tons of coal.

Rising traditional energy prices

MLR data show that China has proven coal reserves available for the 189.2 billion tons. The current rate of rising energy consumption, coal reserves have been proven difficult to support half a century. Coal as the pillar of China's energy, accounting for 70% of primary energy consumption around the coal demand gap has become increasingly prominent. Coal consumption for the power industry's largest industry, from the financial crisis began in 2008, coal supply as the major power generation companies most headaches. Rising coal prices led to four major power generation companies continue to lose money.

Iron and steel, building materials, chemical industry, coal consumption is also growing. Changes in China since 1993 for the oil importing countries, M9324 dependence on foreign oil resources will be increased to 65% by 2020. China's oil consumption in 2009 was 400 million tons, second only to the United States, ranking second in the world. Oil consumption in 2010 will reach 427 million tons.

Development Trend of China's crude oil trade is mainly dependent on imported crude oil rising. China Since 2000, substantial growth in energy imports has become a major importer of energy. In 2009, China imported 126 million tons of coal, 2.12 million tons in 2000 compared to an increase of nearly 60 times. China in 2009 for the first time become a net importer of coal, due to the expansion of energy demand, imports are likely to continue. In 2009, China's total crude oil and refined oil imports 240 million tons, 2.6 times in 2000.

Global energy crisis led to a strategy of China's energy imports can not be sustained, energy prices will become the lifeblood of restricting economic development. Global reserves of conventional oil and natural gas consumption of huge expected four or five years after the will dry up. Oil, coal and other traditional energy prices rising, due to the scarcity of resources, this trend intensified in the coming decades.

Nuclear energy and wind power, or as breakthrough

China since 2006, and vigorously support the development of new energy sources and included in the government work report.

China has rich wind power resources, has the potential to become the backbone of the new energy industry. China's wind energy has proven reserves of 3.226 billion kilowatts theory can be used to develop capacity of 253 million kilowatts. M8403 China's wind energy market since 2003 to promote market-oriented operations, land-based wind energy has been fully developed. The most abundant wind resources in Inner Mongolia, Xinjiang and Northeast cities such as a wind power bidding and construction has been completed. At present wind energy development has already begun to be more abundant wind resources, urban development 23. The cost of wind power is solar power for nearly 1 / 3 of biomass power generation is about 1 / 4. Offshore wind energy is still in its infancy, has great room for development, will become the next 5 years of investment.

Solar photovoltaic experts have been questioned in recent years, the cost of electricity is difficult to reduce in the short period of time, development will not be pretty.

The main material PV polysilicon, its pollution and damage to the environment will be difficult to offset the use of its power to bring savings, which will be the most critical constraint problem solar power. Solar thermal power can avoid polysilicon manufacturing sectors to become the new darling of solar power, solar thermal power generation, but not solve the bottleneck of current technology, and its prospects uncertain. The current cost of solar power and thermal power generation than the cost of water four times, rely on state subsidies of basic development. If solar power can not scale in the early, difficult to get substantial cost reduction, not with the wind, like the formation of effective competition, it will be difficult to replace traditional energy sources.

Small hydropower resources in China reached 128 million kilowatts can be developed, widely distributed. However, by the water resources of small hydropower and geographical location, has not expansionary, which limits its role in the development of new energy.

Nuclear energy in the next ten years a huge development. As of the end of 2009, China's nuclear power installed capacity of 9.08 million kilowatts total, 11 units, accounting for 1.04% of total installed power generation. In 2009, nuclear power generation capacity of 70 billion kwh, up 1.13%, accounting for 1.95% of total electricity generation. 2009, driven by policy, M7318 the development of China's nuclear power ushered in the peak year of 2009, approved the basic equivalent of nuclear power installed capacity of China has a total installed capacity of nuclear power, project approval and construction much faster than in previous years, the annual total of 8.5 million approved kw nuclear power units. As of January 2010, China's nuclear power plant under construction to 21 units of about 23 million kilowatts, the first under construction in the world.

However, an extreme shortage of uranium resources in China, become an obstacle to nuclear power a major obstacle to sustainable development. China has released figures show that uranium resources can only meet 40 million kilowatts of installed nuclear power use. China's uranium resource base by imports from Australia and Kazakhstan. 2020 is expected to develop 70 million kilowatts of nuclear power, 95% of fuel needs from abroad. Importing large quantities of nuclear material will raise the price of raw uranium, while the supply is under control.

China is now more appropriate place to build nuclear power plants are already the majority of projects under construction and further expansion will be subject to geographical location. China's nuclear technology has been taking vertical cooling technology for water in large areas of coastal development. Taken in recent years, the second cycle of cooling tower technology, and promote nuclear power development to the inland.

On the whole, PowerBook G3 nuclear energy and wind power will go hand in hand, China's energy industry development in the next 10 years, the breakthrough point. China promised in the climate conference in Copenhagen in 2020 carbon dioxide emissions per unit of GDP than in 2005, down 40% to 50%. As the traditional energy-related technical constraints, it is difficult in a short time to make substantive contribution to this goal. Wind and nuclear energy development over the next 10 years for the energy industry to make a significant contribution to low carbon emissions.

Still can not abandon the traditional energy

For China, the economic base has not yet decided to give up conventional energy, economic development and need the support of traditional energy sources. China's energy dependence on the coal in the short term yet to be eased, thermal power generation is still the backbone of China's national economic development. For a long period of time, China needs to take the new integrated energy and traditional energy path.

Renewable energy and nuclear energy is expected to total installed capacity in 2020 to 17% and the relative ease energy supply shortage. 2020, PowerBook G4 wind power installed capacity of close to 150 million kilowatts, solar power installed capacity will reach 20 million kilowatts, biomass power installed capacity will reach 30 million kilowatts. Nuclear power installed capacity will reach 86 million kilowatts, nuclear and renewable power generation total installed capacity reached 290 million kilowatts.

Utilization of renewable energy is limited, it is difficult to become the backbone of primary energy consumption. When in use by the regional wind energy, wind speed, power constraints, 2020 9% of the total electricity supply. By the raw material of nuclear energy development and environmental constraints, 2020 for 5% of total electricity supply. As the location and small hydropower resources are limited, difficult to solve the needs of urban large-scale electricity. PowerBook G4 15inch Solar and biomass energy technology is not yet mature, large-scale application is difficult

Idle capital to emerging industries specializing in lithium battery

Hold up the banner of counter-colored films are showing oversold stocks ST
Weakened by the impact of external markets, once yesterday morning to open lower edge lower,laptop battery then the reflexive, driven by colored blocks up, expand the heavy volume EADS were mixed market. Deal to return to close to 100 billion yuan level.
The disk, the first start yesterday in the small cap stocks, represented by China Metallurgical second new large cap straight pulled up, a great boost market sentiment. With the variety of new industries and gradually lift, index gradually recovered 5 and 10 day moving average in the afternoon across the board with colored blocks lift the market to do more than warm to be completely activated, Tuesday prompted concern about the ST segment in this column yesterday, a total of 15 units daily limit.
Looking forward, indexes covering the gap again after staying at the 5th line, indicating short-term multi gradually take the initiative and EADS were mixed stocks across the board will again post or the volatility in today may not have imagined so strong. Overall, the main stock index is still at 2600 point -2 700 points in the narrow box, without the development of new high before the market is still not suitable for heavily loaded with participation of individual stocks. Operation, focusing on ST severely oversold stocks, are still under 10, moving average compensatory growth opportunities.
Concern is that surged yesterday, the stock index futures have implications for the role played, QFII allows participation in the news, but also for the long-standing heavyweight new stimulus.Presario 1800 (New Express Jiangwan Chen)
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The concept of brewing water market eager water
Yesterday, water, gas and plate up to 2.85% overall increase, analysts believe that the implementation of water-related market will help to improve the profitability of listed companies
Development and Reform Commission are subject to news
Brewing water formation mechanism of the market, water, gas stocks broadly higher yesterday. At the close, water, gas and plate received within the 18 units of red across the board, plate up to 2.85% overall increase, the cities located in the forefront of the industry segment rose list. The industry believes that the implementation of water market will help to improve the profitability of listed companies related to the level recommended stocks to investors could benefit from attention.
Market price formation mechanism is
Recently, media reports said the price Development and Reform Commission is preparing to launch the market mechanism. It is understood that in the Beijing Development and Reform Commission last month held a forum on water price adjustment costs, the meeting pointed out that because the Government to maintain a lower price, resulting in serious losses for water companies, network reconstruction serious shortage of funds, assets and liabilities rate is high corporate finance, Presario 700 especially the financing difficulties of listed companies, while also facing the challenge of social adjustment for the price.
In response, the State Development and Reform Commission said the next step will be research-driven market-oriented price mechanism. Development and Reform Commission said the officers had told the media a long time because the price of water all over the country has remained at low levels, making water supply enterprises are facing the pressure of operating losses, including water generally poor profitability of listed companies.
Financial data show that the water industry in the first quarter net profit Hongseong 4.4551 million yuan, Changchun Gas is 8.4607 million yuan, 490,400 yuan Kwong love the public deficit, the performance of listed companies are not that good. Currently, many cities also held hearings on the price of water, Beijing, Shanghai, Lanzhou, Chengdu and other places were carried out on the water price increases.
Related stocks worth looking forward to
In this regard, SW, analysts say China has opened a new round of urban water prices rise, in this context, water supply, accounting for a large business enterprise is expected to benefit directly through price increases, it is suggested investors focus on water supply operations large proportion of the companies most sensitive to price increases.
For now, A class of stock water, there are 10 listed companies, of which the largest proportion of water supply revenue is Hongseong water industry, accounting for 86.1%, followed by the South China Sea development, Wuhan Holdings. And sewage treatment business is the income share of the largest companies accounted for 83.5% of business environment, Presario 900 followed by Central China's first share of environmental protection and.
Contact information security analyst Domingo school, said China's current economic transformation period, the price reform of resource products, is to face the problems of economic development, especially water and natural gas prices rise there is a larger space, the implementation of water, Gas prices in the market mechanism will help to improve the profits of associated companies. Investors concerned about the proposed water company block size should be selected business rapid growth area with great room for price and performance by the water companies rose the most obvious, such as Chongqing Water, the South China Sea development. In addition, pay attention to the industry leading enterprises, these companies have strong regional management capacity and financial resources, such as first shares, investment holding and other cities. (Tianfuzaobao Wang Ning)
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Idle funds specializing in stocks of new energy lithium battery
Sales department in Guangzhou yesterday Ranking total seven, involving units 6. Total 23.5847 million yuan to buy, sell Total 29,413,200 yuan, the amount of 5.8285 million yuan of net sales, from one of the most generous, "Investment-day Hebei," sold 22.2522 million yuan of the Rising colored.
Full bloom yesterday's hot stocks. Presario 1700 The new concept of the Great Wall Electrical energy was "Everbright Line" eyeing Late yesterday, the stock transaction significantly, "Everbright day Hebei," and "EB Lin and the West" for short-term surprise, for a total purchase of nearly 6 million yuan. In addition, the "cast Sports East" on the same concept under the new energy technologies for Shigekura Zhenhua attack, bought 9.077 million yuan. Shenzhen Stock Exchange data also showed that the stock appeared yesterday to buy the top five Zhejiang hot money figure, prominent short-term "money and Wenling Dong Hui Road," bought more than 10 million yuan, ranking second.
Overall Guangzhou yesterday as the market enthusiasm for hot money to do more than pick up a difference, to attack the main focus of the new energy, some oversold stocks. With the market outlook is expected to gradually gathering popularity, similar to the concept of new energy shock will be frequent. But need to be reminded that, under normal circumstances, stocks will often attack short-term hot money "Jianguang Si," a concept touted frequently once the list, then quickly turn will be to settle, the investor must not blindly pursue high-heeled progress, not as part of oversold stocks in advance of the ambush in advance for sale, perhaps this is the current market conditions, the most sensible choice. (New Express)
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Bring resources to share the new material to scale new heights
Shrinkage finishing tape yesterday after the completion of the re-upside, this newspaper has repeatedly emphasized the recent new material plate Yong can not be stopped in the lithium and lithium-rare earth could leader billion latitude and Rising colored continuous daily limit under the leadership of the market share of new material to start deep mining, such as industry, Zhenhua Li-ion battery technology, when l Technology, Southern Power, Road, Cheung shares of CITIC Guoan, as well as in the color of shares, your research Platinum, Orient Tantalum Industry and other rare metals stocks, and activate the colored plates of resources, Minmetals Development, East Sunshine aluminum, western and resources stocks have daily limit.
New materials into the high ground upstream resources
Ministry of Industry and released this week, auto industry this year, investment in technological progress and direction of technological transformation, and the four criteria of new energy technologies, such as the electric vehicle charging interface, and functions standard charging station carried out a detailed and standardized. According to media reports,Armada E500 the U.S. electric vehicle manufacturer The new plant will use China's all-battery technology lithium-ion battery electric vehicle production. The second round of the Sino-US strategic economic dialogue with the signing of the agreement also shows that the United States will develop new energy technologies and promotion of cooperation in the field, including new energy automotive industry is one of key directions. As a new energy equipment, electric vehicles and other upstream resources and new materials industry, will undoubtedly figure prominently in the industry chain, especially in recent years become a mainstream electric car battery lithium lithium battery industry and its upstream resources, and related electrical industry's leading upstream resources of rare earth industry, the strategic position of a more prominent space for the future development of the industry and benefit the greatest degree.
The new material blocks the path speculation
Last month, this newspaper reports on a row of new materials emerging industry trends in the industry and its stocks. By the end of April of the "new industry contrarian strength," "sudden emergence of new energy and material stocks," first put forward the new materials industry outlook, saying that the mad rush leading to institutions raise the battery Desai, Lu Xiang shares and Rare-Earth; mid-May, "three species of choice rally," "new materials shares rebound into the vanguard of" once again that, "led by the emerging new materials industry counterattack plate plays an important role in broader market, investors can continue largely depends on market rebound these main trends in the future "; last week and this week's" new materials shares rebound Make Waves "," buck the trend of new energy and new materials were romantic, "once again stressed that" the development of new energy and new materials industry, a huge space, new materials main industry gathered, "the plate," there are good follow-up policy introduced support, opportunities still exist after adjustment stage ", stating that the new leader billion Wei Li, multi-colored Fluoride and Rising, when the rise and science and technology sub-sectors leader.
Recalling the above observations, the new material blocks the path speculation glance, the major early high Jiancang, with the general trend Budie callback Xi Pan, in the broader market last fall, the main pre-start and the recent upward move through market launch, and at different stages of building Continuous daily limit of the leading "star" effect, such as early Desai battery, Lu Xiang Wei million shares and the recent lithium can, Rising nonferrous metal, and bring the whole plate full bloom yesterday, the market ignored some of the varieties and related resources there are signs of the spread of stock speculation.
Potential for mining stocks to be
A hot plate in the mainstream continuing speculation, the indispensable role of start-up phase leading shares, then intervention can be achieved excess return, such as shares of the four-band increase of almost double. In addition to the main stage while leading shares rose continuously pulled up, the stocks compensatory growth effect can not be ignored, such as digging out of yesterday's market, the latest to enter the lithium-ion battery industry, Concord Technology, building communications and fund-raising lithium iron phosphate are the South Power, funded the establishment of Israel in the south of rare earth color shares of the company. In addition, some wide market knowledge, with the upstream resources of rare earth or rare-earth Hi-tech lithium, Tibet Mining, Road Cheung shares, CITIC Guoan, etc., though not necessarily outstanding short-term explosive force, but resources decide monopolistic advantage of the strong still.
From the perspective of industry segments, rare earth new materials to occupy half of the consumption structure (56%) of rare earth permanent magnet materials, lithium battery production related to the cathode material, separator, electrolyte and cathode materials in four sub-sectors (accounting for lithium batteries 40% -46% cost, 10% -14%, 5% -11% and 5% -15%), related to the importance of manufacturing enterprises is also very prominent. Such as neodymium iron boron magnet material Ningbo Yunsheng, Advanced Technology, soft ferrite enterprise Tiantonggufen, Hengdian East magnetic, and as a cathode material lithium iron phosphate Apple Laptop Battery leading product research and development one of the few vendors - when l technology and electrolysis liquid core material of lithium hexafluorophosphate exclusive manufacturer - Fluoride and so, investors still concerned about. (New Express Silicon Valley, a)
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Expo travel increases drastically "after the World Expo" market is expected to heat up
Expo travel by continuously warming stimulated early decline in the Expo concept stock a huge mass pulled up recently there are signs.
Early in the tour experienced the low number, the number of visitors to Expo 21, from the breakthrough from the 30 million people, from 21 to 26, just six days, total number of visitors more than 200 million people, suggesting that travel into the round of the World Expo new wave. But the rising heat You can help Expo Expo stocks out of the woods, and the market is divided.
Expo stocks fell once
Expo stocks early in 2009 the funds will go to the range of speculation. According to statistics, 25, 2009 Expo stocks rose an average of about 107%, far exceeding the index rise over the same period. The main stock index decline in the first quarter of this year, 5.13%, the Expo stocks posting gains again, including the Old Phoenix (600 612, closing price 29.42 yuan) in April rose as high as 56.14%, Oriental Pearl (600 832, closing price of 9.85 yuan) and the Jin Jiang shares ( 600 754, the closing price 19.49 yuan) and other firms are also rate of increase in more than 20%, the whole concept of plate of prosperity. But to enter in mid-April, the concept of funds from the World Expo in a large number of out of stock, the average fell more than broader market segment.
Although the pre-Expo stocks underperforming, but "51" After the holidays, the Expo has ushered in a peak passenger flow. According to data released by Shanghai Tourism Bureau statistics, the Expo will be from 21 to 26, for 6 days to maintain more than 30 million visitors. At 24, opened less than a month, the Expo will be the number of cumulative admission has more than 600 million people.
Large flow of people is great wealth, the World Expo in Shanghai will become the largest piece of stone absorption, but with the Expo-related tourism, retail and other businesses benefit even more. According to the "Daily Economic News" reporter investigation has lived most of Shanghai's hotel, some hotels near the Expo until early July have not room to set.
Statistics show that, "May 1" Golden Week Shanghai and medium-sized city's 480 stores more than 4000 outlets in total revenue of 4.131 billion yuan, was implemented in 1999 holiday sales since the high statistical system.
Expo stocks are expected to heat up again
When the Shanghai World Expo related industries local oligarchies over time, the Expo concept stock is expected to heat up again. New World (600 628, closing price 12.76 yuan), Pudong Construction (600,284, closing price 11.57 yuan) was 13.12 percent increase this week, and 12.88%.
"With the arrival of summer, tourists may Expo blowout again." Great Wall Securities analyst Liu Li told reporters, as the official World Expo 7000 is expected to reach the number of people, but in May the number was not optimistic about early, come on now of view, to the number of 40 million people visit daily to meet the expectation.
BOC International's research report released on the 17th said: "The Shanghai World Expo and the expected number of visitors temporarily, World Expo to be issued later force. Expo 2 months before the end of the market is worth the wait."
Great Wall Securities analyst Liu Li said that the Expo concept stock valuations decrease, on the market, has a certain appeal. (Business Daily Liyue Long Zhao Bingfeng)
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Market in June bottomed in July turn implies a better chance of emerging industries
Beginning of the year, macroeconomic policy quickly shifted against overheating and adjust the structure, due to credit tightening and A1175 the continued efforts on the regulation of real estate-than-expected, coupled with debt in Europe clouded the market in "foreign invasion" constantly falling. Time into late May, seems to have changed the policy side, the "new 36" to promote private investment and protection of the policy of housing construction eased to some extent the market for macro-control by the economic downturn is expected. Brokers report that in June the market is expected to shock bottoms, Xianyihouyang, July, or usher in transit.
Policy into the observation period
A shares falling for this, the market policy factors will be reduced to major culprit. The subsequent policy direction, will largely determine the future of A shares. Ying Tai Securities research report that with the introduction of a series of policies and the debt crisis in Europe caused concern about the global economic downturn again. Chinese Premier Wen Jiabao recent inspection tour in Tianjin has emphasized a number of policies to prevent the negative effects of superposition, always grasp the policy of reasonable efforts. President Hu Jintao also said that as the basis for global economic recovery is not yet solid, countries should continue to implement the initial step to address the financial crisis irritant. Therefore, the expected macroeconomic policy in China will enter a period of stable observation period.
Societe Generale Securities Research report that the macro-control has always been discretionary, but is always cyclical, and chew, after the introduction of major efforts to control policy for at least a quarter.
Jianghai Securities research report that the increased uncertainty in global economic growth, China's economic growth rate might drop the context of the withdrawal of stimulus is likely to slow, the stock market will stabilize macro-environment.
A greater chance of emerging industries
Brokers report that in June broader market will enter a stage of shock bottoms, in July, or usher in transit. GF Securities research report that, at present, according to market consensus forecast of earnings forecasts, Shanghai and Shenzhen 300 PE 2010, the overall dynamic level close to the historical valuation of 13.5 times the bottom line. Even taking into account the profit forecast future downside risks to growth in 2010 earnings estimates of 15% of the pessimistic scenario, the current dynamic PE 300 in Shanghai and Shenzhen have also nearly 15 times the level. Judging from the support of the valuation under the bottom line, and the policy tightening has ended the case, in June the market is expected to shock bottoms, Xianyihouyang. Shanghai index to predict the future operation of one month interval in between 2,400 points to 2,900 points.
Industrial Securities research report that, to July, from the valuation system, through the small cap stocks Budie 5,6 months, the risk of release of structural foam. The increase in industrial capital holdings, but also indicates a large level of bounce to come.
Opportunities may exist for June plate, new industries in a number of broker reports. Jianghai equity research report that the development of new industries is the only route, China is undergoing an economic restructuring period, traditionally the high energy consumption, high pollution and high emission industries no longer fit in with the pace of development, its place is clean, the Xin Xing Gao Xiao industry. On the other hand, the financial crisis led to disrupted traditional exports, over-relying on property to promote economic growth leading to social problems, excessive reliance on external demand as well as the shortcomings of the upstream resource bottlenecks, have to make China change the mode of economic development, but also under the current macroeconomic environment , the industry also had a profound re-shuffle, more conducive to promoting economic restructuring, development of new industries. A1185 More optimistic, promising new industries new low-carbon energy, smart grid, pharmaceutical biotechnology industry.
GF Securities research report that basing process in market volatility, investors may start and gradually build positions. Structural adjustment in the government's determination to transform the economic growth under the firm on the background, should take from the Chuan Tong Wei Lai industry to emerging industry of Touzi very long time the main line.