Policy-driven investment opportunities in the industry
Countries to actively implement the strategy for new energy vehicles, a number of policy-driven business investment opportunities. China’s new energy auto industry in the early start, and policies supporting the promotion of new energy sony laptop battery vehicles and related parts and components industry to self-growth phase. To accelerate industrial development, we must rely on businesses to lead the promotion of the market, and the present by any one company’s own ability to achieve is difficult. Related subsidy policies to support new energy vehicles will stimulate demand for products, which guide the new energy vehicles and related supporting industries developed rapidly into self-growth phase.
We believe that the new energy policy, support for auto-related subsidies are greater intensity, reflecting the state to implement the new energy vehicles strategy determination and efforts to help new sony pcga-bp1n battery energy into the automotive market and development of new energy industry will play an active boost. The new energy vehicles and their key components industry will support relevant policies in the country under the rapid growth along the related investment opportunities.
Two categories of enterprises are expected to benefit from the
Large-scale production of the automobile industry, high quality requirements of spare parts, procurement system, strict quality control, large-scale enterprises to enter the auto parts purchasing system that has an absolute advantage. We believe that the two categories of enterprises are sony pcga-bp2nx battery most likely to enter a new energy vehicles procurement system, first, the larger battery, motor companies, such as Ke-li Yuan, Tianjin power of God, Shenzhen BAK, etc.; The second is the traditional auto parts suppliers to switch engaged in the battery, the supply of new energy vehicle dynamic systems, such as windsurfing shares, universal electric vehicles, among others.
Number of battery domestic production enterprises, most of the original production of mobile phones, laptop battery business. Li-ion battery market in China employing more than 100 billion yuan, of which 60-70% of exports. Li-ion battery production scale of the largest companies were: BYD, Tianjin power of God, BAK Battery, ATL and other companies, sailing shares, Universal Group, and other auto parts companies are also engaged in Li-ion sony pcga-bp2ny battery production. In addition to the few larger enterprises, domestic production of a number of battery companies. According to statistics, the domestic lithium battery manufacturers around 100-200 companies, listed companies, there are also many enterprises to engage in, or shares of the battery business. If CITIC Guoan, Shanshangufen, Desai battery, TCL Group, in the high-tech companies such as Ju.
Automobile Motor production enterprises, sony pcga-bp2r battery,domestic enterprises engaged in production of automobile motors include Suzhou Star Constant Power Company, Shanghai Oneida Drive Technology Co., Ltd., Beijing, China Textile sharp edge company, Time Group, Shanghai Electric Drive Limited.
Battery investment: a short look at the long view, lithium nickel-metal hydride
Batteries investment strategy can be summed up as “a short look at nickel-metal hydride, long look at lithium.” 2015 Ni-MH battery is still the mainstream hybrid vehicle batteries varieties, lithium iron phosphate batteries will be widely used in electric cars and plug-in hybrid automotive sector. From the medium to long term, as the lithium iron phosphate sony pcga-bp2s batterytechnology breakthroughs, as well as cost reduction, lithium batteries is expected to be further used in hybrid vehicles.
Ni-MH battery technology is mature, industrialized long time, now widely used in the field of hybrid vehicles. Hybrid cars use both oil and electricity as a power source, battery capacity is not added when the distance constraints, and not subject to the charging infrastructure, and therefore the most likely new energy vehicles industrial production, mass-market varieties. The short term, nickel-metal hydride sony pcga-bp2t battery market will significantly benefit from the new energy automotive products to promote.
Li-ion battery energy density, power density are higher for pure electric vehicles as an energy storage battery, when added to meet the long history of high-speed requirements. But battery technology has yet to be further developed to meet the pure electric car when the mileage requirements for renewal; In addition, the domestic lack of family, community, road charging facilities, the promotion of pure electric vehicles still need 3-5 years. Accordingly, the lithium sony pcga-bp2v battery the size of the actual needs of the outbreak will also be 3-5 years later.