• 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.

     

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  • PV industry, prospects for energy storage battery light lead storage

    In the recently ended the 2009 China Summit Forum on lead-acid battery industry, Chengdu New Energy Co., Ltd., the country Jing Qin Xiangbin of lead storage battery storage will usher in a new round of the forecast period of development, received widespread industry recognition . Particularly linked to Mr. Qin Xiangbin newspaper, asking him to further build on the lead and make prospects for the development of energy storage batteries.

    "Lead-acid batteries as energy storage for solar power equipment and wind turbines and other renewable energy reserve of energy for the core of the industrial chain accessory products, as the domestic photovoltaic industry will usher in the development of new opportunities, from net lighting system will bring more lead storage battery energy storage huge market. " Chengdu Crystal New Energy Co., Ltd., the country has accepted Qinxiang Bin, "China Energy News" interview, said.

    Have a broad space in support of the PV industry

    Qinxiang Bin told reporters, according to the relevant prediction, the global PV market the next few years will grow at a rate of about 60% of 2020 total installed capacity will reach 200GWp, the vast majority of grid-connected photovoltaic power generation. At the same time, due to the increasing market demand for Europe and America, China PV industry development trend is also showing rapid, recent 5-year average annual growth rate of 40% or more. Currently, the state launched a series of policies to support efforts to increase the financial prospects of the photovoltaic industry after the crisis is bound to be even broader. This energy storage batteries to provide a new round of development opportunities.

    Qinxiang Bin believes that the current structure of the energy is moving in the direction of the green, green new energy such as wind and solar are being developed and used, and the electric power industry has become an important integral part. Such as wind, 2009, China's wind power capacity addition is likely close to double the rate of growth is still accounted for one third of new capacity worldwide. Small wind turbines are generally used battery energy storage. Another example is solar energy, China has gone deep into millions of households, which proposed "building integrated solar energy and the concept of" successful operation in the country of more than 1,000 sets of solar energy and building integrated projects to promote the promotion of solar energy. The new "renewable energy and long-term plan", by 2010 the total capacity of solar photovoltaic in China will reach 40 million kilowatts in 2020 to 220 million kilowatts. This means that each year the amount of photovoltaic power generation capacity will exceed the sum of the past years, domestic demand will also become very strong. The future of wind power and solar power a huge room for growth, will bring great development of the battery. Can be expected, the energy storage batteries in this demand will continue to increase.

    Accelerate their development of national standards issued

    Tan Xiangbin that, in the field of solar lighting systems, lead-acid battery technology performance and cost advantages unmatched by other types of cells, and specific performance: safe, cost-effective, high-capacity, longer life expectancy; high temperature cycle can be explosion-resistant, low temperature performance compared to other types of batteries are also good; lead-acid batteries up to 96-99% recovery, recycling of resources to adapt to long-term development.

    Battery energy storage components are widely used as a photovoltaic system, its quality directly affects the life of the solar photovoltaic system. At present, solar energy storage batteries on the market variety, quality is uneven. To this end the State Administration of Quality Supervision and the National Standard Authority, has issued a standard lead-acid battery energy storage, (No.: GB/T22473-2008), plans to begin September 1 this year, implementation of the standard provides for solar power equipment and wind turbines and other renewable energy products for lead acid battery energy storage classification, technical requirements, test conditions, test methods, inspection rules, marking, packaging, transport storage and so on. In Tan Xiangbin view, the standard lead-acid battery energy storage with the introduction and implementation will promote the development of energy storage batteries.

    Off-grid lighting systems to bring new markets

    Tan Xiangbin that the batteries in the wind, light, heat complementary energy system status as the central protagonist, the leading battery performance characteristics of the wind, light, heat and complement the main features of the energy system. Better design of system is that the system should match the battery as a design center, the wind, light, heat, as the battery charging device as the target service parts. However, he also pointed out that no publicity at home and abroad are now off-grid lighting systems for industry-standard configuration, the current procurement of most system builders only conventional UPS lead-acid batteries to cope. Where the future for off-grid lighting market place for stand-alone operation, are inseparable from the quality of outdoor wide-temperate storage batteries. "This year in May New Energy Co., Ltd. Chengdu National crystal face of a German customer for energy storage battery of a high standard, requiring more than 8 years warranty period to adapt to temperature -50-80 degrees. This lead-acid battery industry is both a technical challenge but also a good opportunity for industrial expansion. "

    Qinxiang Bin told reporters two years ago, most off-grid lighting system has not been recognized experts outside the center of the battery status of the protagonist in the system, but few experts anticipate a breakthrough technology to the system way out, actually comes from the LED lighting revolution technical progress. But there have been some technology companies in the development of wide-temperate battery materials, so that the battery in the system to match the short-board effect greatly reduced. In addition to starting the LED developers, there are a number of providers involved in off-grid battery systems integration business. Characteristics of the battery business with a deep understanding of the battery and supporting procurement channels, the introduction of intelligent electronic control technology, unwilling to subordinate supporting role as off-grid systems, to become masters in the off-grid systems integration business.

    "Off-grid lighting market has just started, it brings business opportunities to have see the dawn, regardless of who set the system Dacheng, will demand a lot of outdoor storage batteries. In the next two to three years, off-grid lighting systems of lead the demand for batteries, electric bicycle battery needs than more rapidly, the market capacity is much greater. is clear that only lead-acid batteries to meet the huge market demand for long-term. "Tan Xiangbin said.

     

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  • For the first time developed a zero emission hydrogen fuel cell vehicles

    National University of Singapore has recently succeeded in developing a hydrogen fuel cell driven by the concept of environmentally friendly vehicles, the car completely in the process of moving carbon dioxide emissions, nitrogen oxides and other polluting substances.

    21, according to Singapore media reports, this is the first time Singapore has successfully developed such a car.

    Engineering, National University of Singapore 10 fourth-grade students in 10 months, designed and built the city KRUCE Zheliang concept called environmentally friendly vehicles, research and development cost of more than 40,000 Singapore dollars (about U.S. $ 26,700).

    According to reports, the car weighs only 130 kg, the maximum speed of 40 km per hour, per liter of hydrogen fuel support vehicles travel 300 km, energy efficiency is double than the average car.

    8Months3Date(Monday): 1 # electrolytic nickel Jinchuan large panel raised ex-factory price of 4,000 yuan / ton to 135,000 yuan / ton, barrels small increase of 4,000 yuan / ton to 136,200 yuan / ton;

    8Months4Date(Tuesday): 1 # electrolytic nickel Jinchuan large panel raised ex-factory price of 6,000 yuan / ton to 141,000 yuan / ton, barrels small increase of 4,000 yuan / ton to 136,200 yuan / ton;

    8Months5Date(Wednesday): 1 # electrolytic nickel Jinchuan large plate ex-factory price increase of 5,000 yuan / ton to 146,000 yuan / ton, barrels of small 147,200 yuan / ton.

    8Months6Date(Thursday): 1 # electrolytic nickel Jinchuan large panel raised ex-factory price of 7,000 yuan / ton to 153,000 yuan / ton, barrels of small 154,200 yuan / ton.

    8Months7Date(Friday): Although the Jinchuan would like to raise, but have serious technical rebound out of the space, the Yangtze River floating green spot across the board, 2Months1DateSinceNickel price from 80,000 to 150,000, about double the. Test of the time to market demands. Inflows of hot money will continue to rise in the absolute nature of nickel and other factors. However, according to the present situation of the real economy, I think: hot money and will continue to inject liquidity.

     

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