1, the new energy vehicles because of the large market, the cost of economic, energy savings, the path of low carbon is the preferred position.
path of low carbon content in China to consider the development of low-carbon economic system, the priority at this stage to consider the cost for market development of the economy with low emissions of carbon, u4873 , Energy industry news of the car due to its large market, could lead the development of industries in upstream and downstream, stimulating consumption and saving the economy, the low road carbon is the preferred position.
2, the new energy vehicles will be a national strategy, government support will exceed other industries to low carbon.
March 2010, the National Development and Reform Commission will announce “new energy development program the vehicles,” vehicles with new energy improvement of the national strategy, there will be a major asset for the development of new energy. In all industries low carbon, the importance of new energy vehicles senior government support, should go beyond the solar energy, wind power and other industries.
3.2011 years to reach 500 000 new energy vehicles, demand for battery-powered growth over 50%, with increased permeability of lithium in the next 3 can maintain 50% annual growth.
enormous quantity of car batteries, electric vehicle with a laptop 4000, using the cathode material per vehicle on average 50 kg, 40 kg of cathode materials, electrolyte 40 kg. If the use of vehicles by 20% for lithium (100 000), may lead to 5,000 tons of cathodes, anodes 4,000 tonnes, 4,000 tonnes of electrolyte. 2009, 8,000 tons of electrolyte domestic demand, only 50% increase in auto demand. With the increased penetration of future lithium batteries, more cars use lithium batteries, lithium battery can keep the next 3 years, a growth of 50%.
4, the development of new energy vehicles, battery makers to benefit the most, less impact on vehicle manufacturers.
National car sales in 2009 13 million, 500 000 new energy vehicles has little effect on the vehicle. Rising prices of new energy vehicles, the profit margins of small vehicles, the benefit mainly the top of the battery, electronic control and a link generator.
5 Lithium higher gross margin, with actual results for the concept of the new energy the rarest.
Gross margin: 30% positive and negative 20%, 40% of the electrolyte, the diaphragm 70%, 70% lithium hexafluorophosphate.
The companies have significant cost efficiencies. The industry, rapid technological change, the more the bottleneck, the cathode, anode supply and demand, electrolyte membrane for high-tech sectors, demand exceeds supply a complete analysis of vehicles new energy to low-carbon economy will prioritize the development of battery materials of society benefit most, the actual performance of the battery support equipment company and the market for 3-year battery can maintain a continuous growth and the explosive development of the industry possible. Recommended with scale, technological advantages and profitability in Jiangsu Guotai, Shanshangufen.
