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Benefit from a strong recovery in the first half of the national economy to new energy, new materials, as the representative of a strategic new rapid industrial Fa Zhan, Fangde Chan, Jin Rong and Pan Xiao Fei Biao Xian such traditional industry has a decent achievements.

According to China Securities Journal reported on August 31, the first half of this year, strong economic recovery, which, with new energy, new materials, information industries, represented a strategic new industries in the national policy and driven by market demand, to achieve rapid development, in the first half performance beautiful. Benefit from the economic stimulus plan follow-up effect to real estate, finance and representatives of the Pan-consumption of traditional industries showed impressive performance. Insiders pointed out that the emerging industry is the future direction of industrial development, there is broad space for development. Financial and consumer sectors of the population under the influence of such factors as dividend is expected to continue to grow; and control into the depths of real estate, in the throes of going through an adjustment, it will grow into a rational track.

Subject to double oil resources and environmental pressures, new energy vehicles become the focus of the development of countries competing.

According to Wind statistics, benefit from the development of new energy automotive industry, the concept of new energy vehicles 25 the first half of this year the total income of 2,773.69 billion business, with the same period last year increased by 90.08% compared; as relatively high gross margin business, but also traditional business sales booming help, the first half of this year, 25 companies reached 17.793 billion Yuan net profit, an increase of 245.93 percent year on year, far ahead of the A-share listed company’s overall performance increase.

Data shows that 25 companies without a loss in the first half of this year, business growth in the mainstream, only a drop in performance of the two companies, both of which are associated with the new energy motor company, the other results are increased.

Vehicle business, new energy vehicles the company’s performance gains are impressive, such as China’s Shanghai Automotive Industry leading cars in the first half net profit attributable to parent up 5.87 billion Yuan, an increase of 306 percent. At present stage, subject to battery technology and infrastructure and other factors, the more fixed line operators, charging time is more convenient to become the new energy bus priority target beneficiaries, growing sales, while performance is also increased accordingly. If the new energy passenger car in the first half leading Fukuda’s net profit attributable to parent company was 11.17 billion Yuan, up 154% to 1.252 Yuan per share.

For the development of new energy vehicles in China trends and potential in2010, hybrid vehicles began to supply small quantities, into the 2012 period of rapid growth. Pure electric vehicles in 2012 to start small-volume supplier, since 2015, into the rapid growth period (market research institutions and our Government’s target of pure electric vehicle by 2015, up 500,000 or more). Fuel cell vehicles will begin in 2015 low-volume supplier in 2020, and then enter the period of rapid growth.

Double the “new” industrial strength performance will be made. Currently, new energy and new materials are many policies favored the state, became the transformation of economic growth; accelerate the sound and rapid development of important economic engine.

In these industries, the listed companies to participate more in the field of solar energy, and the first half of this year have achieved good results. According to Wind Statistics, published mid-year report of the 46 listed companies involved in solar energy, in the first half of the gross revenues realized 58.916 billion Yuan, up 36.18 percent, but net profit was up 71.88% increase.

In addition to solar energy, new materials, such as the recent lithium battery concept stock market will undoubtedly be widespread attention, touch, “Lithium” off of the myth has been interpreted, but looks at the current semi-annual report published, performance still fails to appear.

According to statistics, 31 Wind lithium stocks in the first half although operating income grew 30%, but net profit growth of only 4.08%, much underperformed the overall performance trends. Is note worthy that, although not yet reflected in earnings, industry outlook is very promising.

The world’s largest foundry TSMC announced on last Saturday in September to open the construction of thin film solar cell factory.

TSMC’s new business development, said Rick Tsai, president of the new plant CIGS thin film solar modules focus on the development, which is purchased in January this year, Taiwan’s largest maker Motech solar energy industry, Motech, after 20% stake in another big move. Motech is the world in 2007, has 6 major solar cell manufacturers.

Work in green jobs will be the opening ceremony, Tsai said the new plant will be located in Hsinchu, Taiwan Semiconductor’s LED R & D centers, and the official start next month.

In fact the plant has been in civil engineering begun in March this year, 2011, to volume production.

Series of actions taken this year, TSMC positive to enter the solar field, it has not only Taiwan’s Motech’s largest shareholder, and, on July it acquired the U.S. Company Stion PV 21% of shares were thin film solar cells manufacturing technology.

In addition, UMC, TSMC’s rival in the field of thin film solar walk in front of TSMC, UMC as early as 2005, to create their own thin-film solar company NexPower, and have mass production.

TSMC believe that they have many years experience in the development of semiconductors, can accelerate the development of green energy industry. CAI was because during the period 2005 to 2009 served as chief executive officer of TSMC.

CAI also said that TSMC in the next 12 months will increase by at least 500 jobs to the development of green energy business.

Moreover, Taiwan’s largest solar wafer manufacturers with Sino American Products American Silicon will also recruit in the coming five years will increase the 2400-6000 jobs.

Sino American president, Mr. Luo said the merged company’s total revenues from January to June this year, according to the same period last year, compared with growth of 80% and 2010 revenue is expected to be more than 21 billion Taiwan dollars, the company forecast revenue in 2015 will reach 600-650 billion USD.

Rechargeable batteries are the industry’s overcapacity exacerbated the impact, analysts said, the world’s top two rechargeable battery supplier Panasonic and Samsung’s Samsung SDI will also further increase the battery’s price cuts, price war between the two manufacturers become more intense.

Tokyo Institute of Information Technology analyst Hideo Takeshita said the lithium-ion batteries this year’s price range will reach 19%, the highest in nearly five years. Japan’s Nomura Holdings Inc. analyst Shiro Mikoshiba more pessimistic view, the growing excess capacity rechargeable battery will allow up to 25% lower prices.

In the occupied 75% of global production capacity in Japan and South Korea, this phenomenon is more prominent. With the development of electric vehicles, lithium ion batteries will be sold the next six years to three times the current, so the battery manufacturers at the expense of profits to gain more market share.

Ichiyoshi Investment Management general manager Mitsushige Akino said that as prices fall, the battery manufacturer may be going through a difficult period. Only the market share from larger vendors will profit, others difficult to share a Fengeng.

Analysts Takeshita said that compared to competitors in Japan, Korea, life is very better than the manufacturer. Because they can buy cheaper from China of raw materials, production and more rapid, and the end of the won-yen exchange rate makes South Korean manufacturers more competitive.

Matsushita spokesman said: “price war between the South Korean manufacturer and us will continue. We will re-examine the production process to enhance cost competitiveness and win the price war.”

Tokyo Institute of Information Technology is expected that Samsung SDI is likely to exceed this year, Sanyo (Matsushita has been fully acquired) to become the largest manufacturer of lithium-ion battery.