my battery

Founder securities: battery lease + change electric model open the door of the industrialization of the electric car

The development of the electric car battery grip

Because the battery technology limited, the electric car exists (< 200 negroponte mileage short Km), charging time long (slow filling about six h). Toshiba PA3384U-1BAS Battery Charging station construction cost is in 300 5 million yuan, infrastructure such as high cost restrict the application of new energy vehicles. Buy expensive, energy supply difficulties, also hit consumers to purchase the enthusiasm. With no scale effect, the enterprise faces earnings difficult.

Consumer concern actually only two: one is the price is cheap; 2 it is whether to use convenient. Essential factor is the industrialization of industrial chain links of profitable. We think, the electric car industry in conquer technical challenges at the same time, laptop battery more should focus on how to move the consumer to look for the industrialization driving factors.

Business model innovation, is expected to open the door of the industrialization of the electric car

"Battery power station is in the lease +" new business model, it is the essence of the reconstruction of the profit pattern, form with operators as the core, cell factory, shock-resistant and supporting direct to the user, operators of "stereo" industry chain, and can make each link to benefit. Users spend less, but I get better use of experience. Operators have pricing, because the battery operation and to promote the efficiency of investment recovery can speed up the pace. The Lord depot although each car Maori decrease, but under the scale effect, and the overall profit will be greatly increased. Into the battery manufacturer supply system operators to beat his opponent will, and get rapid development. For the government, and subsidies for battery to finance major, Toshiba PA3285U-1BAS Battery no substantial influence. Change electric model itself has all the vitality of the industry chain, its earnings results is expected to open the industrialization of the electric car door.

In plants will rise tide construction

Charging mode, change compared electric model can reduce half of the charging pile the amount, and requires only a small number of large and medium-sized change power station on charging station. A large number of small change power station or distribution of network,Toshiba PA3191U-1BAS Battery provide quick stand battery replacement service. We think, in power station and charge before the electric car will pile in the climax of the construction.

Investment mark

We think that one is looking for now and oems, power grid companies, oil companies of cells, charging pile enterprise; 2 it is due to the related to national security, energy security and the resources should focus on the state-owned enterprises or have inspected the background of the enterprise. Suggestions focus on: universal QianChao (000559), Toshiba PA3166U-1BAS Battery Mr Fukuda car (600166), 000839 (), the national security citic chengdu integration (002190), otlet newsletter (002227).

Risk tip 1) infrastructure construction lower than expected; 2) change the mode of uncertainties.