- As the new energy vehicles has the large market, cost-effective, energy-saving features , it is in the preferred position in low-carbon path.
- The new energy vehicles will become a national strategy, national support efforts will exceed the other low-carbon industries.
- 2011 years of new energy vehicles go up to 50 million units, driving demand is more than 50% cell growth, with the improving of penetration of lithium batteries, in the next three years ,it can maintain 50% annual growth.
- New energy vehicle development, battery manufacturers can get the largest benefit from it ,vehicle manufacturer was less affected.
- Gross margin of lithium batteries is higher, with actual results support, it is more desirable in the concept of new energy.
For China’s low-carbon path,pepole consider a low-carbon economic system development, at this stage to consider the cost of priority, market means the development of low-carbon economy, ,because of its relatively large market,new energy (such as the solar inspiron 6000 battery )automotive industry can drive the upstream and downstream development of the industry and stimulate consumption, but also has energy-saving The economy,it is in a preferred position in the low-carbon path .
In March 2010, Development and Reform Commission will be promulgated, "new energy vehicle development program," new energy vehicles will be raised to national strategy, it will be a major opportunity for new energy development,like the solar inspiron 6400 battery . In all low-carbon industries, the importance of new energy vehicles top row, the intensity is expected to exceed state support for solar energy, wind power and other industries.
Thee amount of car batteries for Sharp md-mt66 is huge, an electric vehicle average use 50 kg of cathode materials, anode materials, 40 kg, 40 kg of electrolyte than 4000 laptops and each car . If the use of vehicles by 20% for lithium batteries (10 million cars) could also contribute 5,000 tons of positive, negative 4,000 tons, 4,000 tons of electrolyte. 2009 domestic demand for 8,000 tons of the electrolyte, only 50% increase in auto demand. With the penetration of lithium batteries will increase, more vehicles to use lithium batteries, the next three years, lithium md-mt831 battery can maintain 50% growth.
2009 national automobile production and sales is 13 million, 500 thousand ,new energy vehicles have little impact on the vehicle. Due to higher prices of new energy vehicles, vehicle lower margin, profit, mainly in the upper reaches of the li-12b battery , electronic control and generator links.
Gross margin: 30 percent positive and negative 20%, the electrolyte 40%, diaphragm 70%, Lithium hexafluorophosphate 70%.
Companies have considerable profitability. Industry technology changes rapidly, bottlenecks is higher cathode, anode material is in the supply-demand balance, electrolyte membrane is the highest part of technical content , the the product is in short supply ,from comprehensive analysis ,new energy vehicles will give priority to the development in low-carbon economy,compaq presario v3000 akku materials company can get the largest benefit from it ,and they have a genuine performance of battery materials support, and the battery market can maintain three years of continuous growth, and industry has the possibility of explosive development .
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