• Benefit from the new energy automotive batteries broad space for development

    Lithium superior performance, versatile, most promising. Relative to the lead-acid batteries, nickel cadmium batteries, nickel metal hydride battery rechargeable batteries, lithium batteries with high energy density, long cycle life, self-discharge rate is small, no memory effect and highlight the advantages of green. Lithium batteries as the technology advances have been in people's lives in a wide range of applications such as portable electronic products, new energy transport and storage and other fields.

    The future of electric cars will drive growth in more than ten times the number of lithium battery materials. It is estimated that a pure electric vehicle requires 40-50 kg of cathode materials and electrolyte, a single mobile phone battery consumption of about a million times. According to our estimates, only required to produce 100 million electric cars lithium-ion battery materials, lithium battery materials will be the world's total demand of the times. Therefore, the promotion of electric vehicles will drive the lithium-ion battery materials show explosive growth in demand.

    Status of the global lithium industry: batteries and materials to gain the absolute market share in Japan and South Korea, Japan and South Korea leading enterprise technology. Global Li-ion battery industry is mainly concentrated in Japan, China and South Korea three countries, with China, South Korea Li-ion battery manufacturing technology development and promotion of Japanese lithium battery shipments ratio decreased. China Li-ion battery materials enterprises have developed rapidly, but the overall technical strength, Japan, South Korea's leading enterprises are still in that position, behind China, Japan, about 2-3 years, in large but not strong, with great room for improvement.

    Thin-film lithium battery materials and lithium hexafluorophosphate electrolyte technology the highest threshold. Lithium carbonate is the lithium battery materials in the upper reaches of the key raw material, "technology + resources" to build barriers to an oligopoly structure; lithium battery cathode materials: competitive, technological leadership is crucial; lithium battery electrolyte will gradually achieve import substitution, lithium hexafluorophosphate electrolyte maximum Aspect; thin film lithium battery technology extremely difficult, now basically dependent on imports.

    Lithium battery materials industry stock picking stock picking strategy. Li-ion battery industry related stocks more, we believe that the company management ability, technology is an industry leader, a certain scale, the future expansion of production capacity or ability to extend the industrial chain will go beyond the industry-related companies, have long-term investment value. We are optimistic about the Foshan Lighting (12.37, -0.73, -5.57%), Fluoride (42.11, -1.99, -4.51%), Jiangsu Guotai (21.66, -1.22, -5.33%), CITIC Guoan (10.40, -0.87, -7.72%) and other related investment opportunities in stocks.

    Li: China's auto industry can not be optimistic about new energy technologies take

    Li: That is to see how much reserves you have, if you do not have reserves, then that, although not a new thing, a piece of cake, do not you get cut. This concept should not be confused, not a new thing that we are a starting line, this should not be confused. Is not a starting line, everyone should own their own content, needs to do analysis to answer. Compare that with the world what new things that you and that is a starting line.

    CRI: Now the Chinese government a great investment, policy support in the international support is great.

    Li: The good, the Chinese government's investment in electric vehicles is very large, and very seriously, this is really good. New energy vehicles or electric vehicles, electric vehicle technology we call, it really is the future direction of development. Because it can not solve China's pollution problem in the local, even if the electricity is coal sent, not to say that low-carbon economy, but after all it is local, it can solve the pollution problem, you can solve the energy transport. China's strengths can also be used, for example, many of our coal, natural gas, and this is indeed a strategic move. But the future is not very large as an industrial leap, this also depends on our own for the automotive industry technical level of certainty.

    CRI: You think the technology now to grasp the extent of how well?

    Li: not optimistic.

    CRI: General Lee, you just said is not optimistic, you see some problem?

    Li: We have to do the foundation, we have to do technology.

    CRI: now all the technical brands say they have this foundation.

    Li: The key problem is that we are not really grasp like batteries, motor core technology. I just see Guo right or good. We really do the core, not to say that do cross.

    CRI: just academician Guo Konghui interview, he mentioned a very advanced one point, he said China is mainly low-speed development, now relatively small size, in Shandong, Henan, a large number of running that. Do you think this line you agree?

    Li: We have just finished and the Ministry of Information Industry recently conducted a survey on low-speed change of car.

    CRI: You think?

    Li: not to say a direction.

    CRI: Why?

    Jun: Why develop this thing, so a lot of development, he talked about how impressive advances across, this is a problem.

    Tencent car: we did not participate in the FAW have new energy battery standards, what is your opinion on the standard battery it?

    Li: In our batteries, but most of our strengths, we have mastered the technology of lithium iron phosphate should give full play to their strengths in the early, but we should fully recognize that this is not a pursuit, not the future. Lithium iron phosphate is definitely not.

    CRI: So what is?

    Li: What is the ah, you go to research studies, I would like to get an answer.

    CRI: Now the third generation of battery in the study, right?

    Li: the world has such a view, inter-cell to move forward three steps, now six dollars to eight dollars by the year 2000 can cross-step, to half the price. 2025 or 2030 to achieve two dollars per yard, the cost down a lot. But take a look at what materials to achieve such a leap, if you do not achieve this leap, the electric car is the government can not afford to fill.

    CRI: Do you think electric cars are the new energy trend?

    Li: It should be said, in my opinion technology is balanced, not to say unique. You see now what the world, how can this technology only. European diesel done a good job to do, the Japanese have done well.

    CRI: But now China in the new energy policy orientation.

    Li: If the Government has a tendency, then this is right. Key to business, business to have their own strategic planning, in fact, electric or at any Ye Hao, mainly carbon dioxide, we should engage in low-carbon. If can get a data, for example, in a B-class car, 1500 km section of 40% of fuel-efficient cars, then if it turned out to be a hundred km 11 liters of fuel, saving 40%, then it is down to section 5 liters, equivalent to savings of 5 liters is not leased this car is pure electric, there is nothing wrong with it.

    CRI: Mr. Wu made a statement just released six years before the new energy vehicles FAW is it? This plan is what?

    Li: You have to ask tread.

    CRI: The new energy plan look like?

    Li: This you have to ask him.

     

    Other Electronics News:

    laptop batteries

    apple powerbook g4 12 inch battery

    apple powerbook g4 battery a1079

    apple a1079 battery

    apple a1022 battery

    lenovo thinkpad x200t battery