Car battery industry, concerned about "lithium carbonate"
Car battery industry, concerned about "lithium carbonate"
The industry believes that the focus in 2010 low-carbon industry a focus of concern is the Presario NX9010 power battery. Short-term policy, the implementation of new energy vehicles decided to Ni-MH battery production and sales scale, future technological breakthroughs will determine the progress of Li-ion battery applications, the scarcity of listed companies in the subject of reserves should not be overlooked investment opportunities.
Auto manufacturers to speed up transition to a new energy vehicles
Hai Tong Securities (600,837, shares bar) study reported that optimistic about this year’s focus on battery power, nuclear power, smart grid, and photovoltaic plates. By comparing abatement costs — the potential curve, and the size of the market competition in the industry — — boom phase of the growth potential of the industry and other methods to evaluate investment opportunities plate in 2010, promising key motive power batteries, nuclear power, smart grid, and photovoltaic plates. The report said that low-carbon investment value of a company’s core elements embodied in the control of mineral resources the major or critical raw materials, production and supply of major spare parts or equipment, with the core technology or engineering innovation, integration of industrial chain integration, Laptop Battery and to enjoy a good market brand and customer resources in five areas.
This reporter has learned, "Air Law" to be submitted to the NPC for approval this year to further improve the "Motor Vehicle Pollution Control Regulations" and "," Shier Wu "in motor vehicle pollution control planning," marked the domestic legal environment is getting severe, conventional gasoline cars using the increasing cost of new energy vehicles will be the laws and regulations to guide the direction of industrial policy.
CITIC securities analysts noted that the new fuel economy standards forced domestic auto manufacturers to speed up transition to a new energy vehicles. Science and Technology proposed new fuel economy standards for the United States to improve vehicle fuel economy standards for the first time responses. Obama last May 19 to announce that since 2016, the United States to implement fuel consumption of 6.6 liters per 100 kilometers of new fuel economy standards, Presario NX9000 implemented earlier than scheduled in 2020 in 4 years. The implementation of new standards meant that most of the United States traveling on the street cars will be scrapped by 2016.
Societe Generale Securities research report said that at present the global automotive oil consumption will average 9.4 liters per 100 kilometers or so, according to the new fuel consumption standards, only Toyota, 2 cars, a GM car models to meet the requirements. According to China’s proposed new fuel consumption regulations, emissions of CO 2 per kilometer for 161 grams, according to 1 liter of gasoline is equivalent to 2.3 kg CO 2, the new fuel consumption standards for the equivalent of 7 liters gasoline per 100 kilometers, slightly less than the American standard. A clear timetable for implementation of the new fuel economy standards, which means major domestic automobile manufacturers turn to the existing models have to be more energy-efficient vehicle emission reduction, new energy vehicles are the major automobile manufacturers full development of the strategic high ground.
Lithium carbonate supply and demand balance will be completely broken
Industry expectations, the United States may be the earliest in September through the "Clean Energy Security Act." After that, F2299A China and the world will follow other major industrial countries issued their support for the new energy policy with a view to the Copenhagen agreement in December to get a greater say. Institution believes that around September to December, the state will support intensive introduction of new energy-related policies, is now available in advance the layout of new energy-related species.
Japan’s Nomura Securities analyst, said the Chinese market, we are optimistic about the next new energy policies to promote investment opportunities in automotive battery industry. Nomura Securities think the next 3 to 5 years, Ni-MH battery HEV will remain the mainstream of new energy vehicles, HEV will PH EV, EV co-existence about 10 years. In the 3 ~ 5 years later, with the yield increase lithium iron phosphate batteries to bring the cost down, as well as the national network of charging stations gradual establishment of lithium iron phosphate batteries as the main driving force of the PH EV, EV will usher in a broad prospects for development.
State Securities analyst Zhang Zhifeng Sheng said: "The benefit from the new power (310,328, the fund bar) Automotive obtain policy support, lithium carbonate demand will rapidly grow." Guosheng Securities research report that lithium carbonate is used for production of lithium metal, and other lithium - products, the initial raw materials, today’s most promising new direction for the application of lithium battery powered vehicles. Looking at statistics from the Asian inorganic salt annual report in 2006, global lithium carbonate demand reaches 83.8 thousand tons, with the F3172A lithium batteries in the field of power battery continued to expand, as well as consumer electronics boom, in 2007 the global lithium carbonate demand for more than 90,000 tons, rose by about 8%, expected future demand will sustain this growth, by 2010 up to 11.5 million tons.
Hai Tong Securities, said with the new energy revolution, and the improvement of environmental protection requirements, lithium batteries as a power battery will become increasingly feasible, once the promotion, lithium electricity demand will occur several times or even several times growth.
Hai Tong Securities said the main raw material of Pavilion ZT1000 lithium ion is lithium carbonate, the core product is the lithium electrolyte and anode and cathode materials. It is estimated that each new motor vehicle required to lithium carbonate is about 0.03 tons, assuming that since 2009 the world’s new 1% of the passenger car to use lithium batteries, increasing 1% every year thereafter, according to the scale of the 2007 global sales of about 50 million as the base According to this projection, an annual increase of lithium carbonate demand will reach tens of thousands of tons.
"The current global lithium carbonate supply and demand in balance, as a result of the emergence of new power battery jump in demand, lithium carbonate supply and demand balance will be completely broken. The rapidly expanding market size, will give the current production of listed companies to bring lithium carbonate revolutionary change. "Hai Tong Securities analyst Liu Li said. Pavilion XZ200
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