my battery

New energy vehicles key support direction will settles lithium battery is still the focus of development

The work of 22 letter on his official website published documents show, "energy conservation and new energy vehicles industry development planning laptop battery (2011 2020)" (hereinafter referred to as the "planning") has been compiled by basic. Letter to the domestic energy saving will work with new energy auto and key components enterprises, scientific research institutions, research to determine the planning of the concrete implementation plan and key support direction. Analysts said, "planning" come on stage, will once again a wave of new energy vehicles reviving the investment boom.

Survey "deeply, widely"

The letter yesterday on its work on the official website of the published the organization carries out the energy saving and new energy vehicle development situation of the research of the letter by letter, made clear that the work of the organization of the lead planning "has been completed. At the same time, in order to further understand and grasp the current our country energy saving and new energy vehicle industry situation, the determine the planning of the concrete implementation plan and key support provides the basis for the direction, Toshiba Tecra 9000 Battery well the planning issued the organization to implement, letter of domestic energy saving will work with new energy auto and key components enterprise, research institutes research, understand energy saving and new energy auto and power battery, motor drive, and other key parts of the product technical level, industrialization status, enterprise development and industrialization development planning, etc.

According to introducing, the work of the scope of this survey believe is quite widespread, include 62 automobile enterprise, 40 drive motor enterprise, 68 power battery and key material enterprise, and 32 of battery management system and production enterprise.

The national economy "pilot" industry

As China's seven big emerging strategic industry, one of the new energy vehicles has major historical mission. Recently held in shenzhen the fifth biological industry conference, deputy director of the national development and reform commission ZhangXiaoJiang Toshiba Tecra 9100 Battery stressed the need to in order to improve the manufacturing industry, promote the core competitive power upgrading of the industrial structure is the goal, focus on the development of high-end equipment manufacturing, new material and new energy vehicle industry.

In addition, according to one of the relevant departments of the state related sources, and "1025" period, new energy and new materials, new energy vehicles is expected to become the leading industry of the national economy. According to our correspondent of the learned, the planning of the draft version has been made in China in the new energy vehicles industry in the overall development goal is: after ten years of hard work, set up a complete energy saving and new energy vehicles industry system, new energy a total of 5 million cars, among them, moderate, and severe hybrid vehicle has more than 1 million vehicles, and plan with a hybrid car, as a representative of the energy saving car production and sales of 3 million vehicles in China, and strive to energy saving and new energy automobile industry scale in the front row.

Policy support "relay"

In fact, since 2009 the country began in the policy level to promote energy conservation and the development of new energy vehicles. In February 2009,Toshiba Satellite 1900 Battery the ministry of finance promulgated the energy saving and new energy vehicles demonstrating and promoting financial subsidy funds interim measures for the administration of the "; In June, 2010, the pure electric vehicle each car to determine the highest fill 60000 yuan; Up to now, energy saving and new energy vehicle demonstration expansion application engineering of pilot city also from originally of five increased to 25.

Of course, China's new energy vehicle development path is not smooth. According to the "People's Daily" the latest reports the subsidies, private financing for one year, the pilot Shanghai sold only 10 a pure electric cars.

But, according to the securities industry research car gathering, Toshiba Satellite A60-662 Battery analysts say "energy conservation and new energy vehicles industry planning (2011-2020), recent get market is again common attention, once came out, will a wave of new energy to reviving the car investment boom.

Work MiaoWei department minister letter on March 4, media said, "energy conservation and new energy vehicles industry planning" (the ":" planning ") has submitted to the state council, and is expected to be released in the first half of this year.

People familiar with the matter say, the plan of how to promote power battery, motor, electronic electric car industry chain, a description of the development in the new regulations are expected to new energy vehicle battery, motor, electronic key assembly and foundation of the joint venture, material Chinese shareholder holding ratio should be no less than 50%, the first clear the shareholding problem. This "planning" (draft) the formulation, the country is this new industry development, the future will determine the idea of saving energy and new energy vehicles as China's long-term strategic direction to get confirmed.

The east of new energy industry analysts ZouHui securities, said the new energy vehicles industry chain profits and investment opportunities mainly concentrated in the high technical barriers battery key component and three core components system link.

Lithium battery is still on the future development

Citic securities latest report, in the new energy vehicles that development planning, lithium battery industry is undoubtedly Toshiba Satellite A65 Battery the most important and the most potential plates. The report finds that the future in the battery industry, lithium battery will get a rapid development. Although, in the short term the nimh batteries are still the mainstream of the hybrid car battery varieties, lithium iron phosphate batteries will be widely used in pure electric cars and with plug hybrid cars, but the long-term perspective, field with lithium iron phosphate battery technology breakthrough and cost reduction, lithium battery is expected to used in hybrid cars.

Orient securities analyst in new energy ZouHui when accepting a reporter to interview said: "although domestic lithium battery industrialization and a period of time, but the lithium battery core components is developing very fast, benefit the degree of policy is bigger. Lithium battery, the battery anode materials are based on the cobalt acid lithium, manganese acid lithium, lithium iron phosphate primarily. Lithium iron phosphate battery is now it looks the most likely application in automobile of lithium battery; lithium iron phosphate battery and manganese acid lithium battery also is expected to become the future of the car power battery. Lithium battery key materials we relative value fusugufen, much more,Toshiba Satellite 2100 Battery jiangsu cathay Pacific, fluorine shares, foshan lighting, has very nunn power supply, when rise; lithium battery technology and the battery related listed company, we relative value foshan lighting, SMW power supply, universal QianChao, chengdu." integration

Huatai securities analysts ZhouXiaoMing joint thinks that future 5-10 years the electric car will gradually mature, the electric car will drive the promotion of lithium battery related materials requirements explosive growth. As to stimulate the economy and effective means of energy conservation and emission reduction, the electric car became the various countries' government policy support, the focus of lithium battery electric cars will become the mainstream. Lithium battery as the core part, and the industry scale will have one hundred times more growth. Suggest dovish model investors, optimizing electrolyte; Active investors, some of the diaphragm. The key recommendation fusugufen, new cosmic bond, jiangsu cathay Pacific, when science and technology, and long-term concerns rise has very many more shares, fluorine.

Charging station new energy vehicle lifeline

In the new energy vehicles into the fast lane, the development is as new energy vehicles the lifeline of the construction of the charging station, become market focus first on target. Earlier this year, the national power grid announced this year will build 75 a charging station and 6029 charging pile, and the southern power grid pilot also announced, and this year will be more than 80 a charging station construction.

2015 years ago by considering Toshiba PA3107U-1BAS Battery the construction of the charging station 1700 planning and new energy vehicle development, market experts estimated in the future five years in China construction with an average annual investment is expected to be charging station, 3 billion yuan in 2015 to 4.8 billion yuan of above. The listed company benefit of the construction of the charging station in south red for sorting, XuJi guodian electrical, RongXin shares, senyuan electric, otlet newsletter, siyuan electrical, guodian south since, zhongheng electric.

The new age securities latest report points out, has been in this field of the listed companies including newsletter, lu, otlet electronic, electrical, XuJi ses electrical, guodian south red, etc. Among them, there is the earliest shenzhen newsletter two charging equipment providers of, the master large current fast charging technology, income is small in scale, the most hope in the tide of charging station development for rapid development, suggest investors long-term attention.

Zhejiang merchants securities analysts ShiHai rise, the construction of the charging station that mainly by state grid to leading,Toshiba PA3383U-1BAS Battery so have the national power grid of the background of the listed company-south red, XuJi guodian electrical get the order should compare the share; In addition, the national power grid construction mission is to build battery charging station by the provinces nets to promote, so the company of some local leading enterprise the possibility of get the order is also great, such as the senyuan electric appliance, henan province of liaoning RongXin shares.