Automotive electronics lithium-ion batteries have become an important development direction
At present, batteries are widely used in mobile and energy storage devices, and there are relevant data showing that the total output value of the domestic battery industry rose 35.4% year-on-year in 2011, reaching 564.5 billion yuan.
Affected by the current concept of energy saving and environmental protection, as well as the continuous updating of new technologies, the performance of the product determines the general trend of product substitution. The replacement process of primary batteries is manifested as dry batteries are replaced by alkaline batteries, and alkaline batteries are replaced by lithium primary batteries. The replacement process of the secondary battery is shown as, lead-acid batteries are replaced by nickel-cadmium batteries, nickel-cadmium batteries are replaced by nickel-hydrogen batteries, nickel-hydrogen batteries are then replaced by lithium-ion batteries.
There is a new energy vehicle industry experts who do not want to be named said to reporters, at present, about the new energy vehicle electronics with batteries, there are two directions of development, one direction is the fuel power battery, the other direction is the lithium-ion battery. The so-called fuel power cell, is a kind of chemical stored in the fuel and oxidizer directly into electrical power generation device, fuel and air are sent into the fuel power cell, it can appear electrical energy.
According to the reporter's understanding, although, the fuel power cell was a greater call, but in March 2012, the Ministry of Science and Technology issued the "Electric Vehicle Science and Technology Development Twelfth Five-Year Special Plan" (hereinafter referred to as "Planning") clearly put forward, focusing on the study of new lithium-ion power lithium batteries. The Plan also proposes to power lithium battery modules as the core, to achieve a large-scale industrial breakthrough in China's energy-based lithium-ion power lithium batteries focused on automotive power lithium batteries. From this perspective, lithium-ion batteries have long been clear as the development direction of new energy vehicle batteries.
At present, China is involved in lithium-ion battery listed companies BYD, Shuguang shares, Chengfei integration, Desai battery, Xinzhoubang, Tianqi lithium industry is generally bullish. Some analysts believe that the planning of new energy vehicles will definitely be a boon to the relevant industries.
Although new energy vehicles will continue to be supported and promoted in policy, but its own technical bottleneck is still the biggest constraint, Huatai Securities said that the introduction of policy can only cause a short period of performance of the relevant stocks in the sector, and it is difficult to maintain. The company's own technological innovation and changes in the resource category will have a positive impact on the stock price.
Three major factors determine who can win
From the current domestic new energy vehicle technology, battery material technology is still a gap with the international, power car battery diaphragm only laboratory products. Domestic battery diaphragm demand accounted for 33% of the global, while less than 10 domestic companies, accounting for only 11% of the global market share. A related industry analyst pointed out.
First of all, the technology, battery technology, including formulation, battery design and group technology, the current gap between the big manufacturers in the formulation is not obvious, the important difference is reflected in the battery design and group. Among them, the biggest difference in group technology, battery group involves mechanical, electronic and other fields, the current domestic group technology still needs to be improved, the battery group life is usually only a quarter of the single battery.
Second is the production process, lithium-ion battery process links include ingredients, coating, baking, 锟 pressing, slicing, etc., the big manufacturers have a unique process in each link, the process of different plants vary greatly.
Third is the capital, lithium battery power to continue to invest in technology and equipment, a period of investment is usually 5-1 billion yuan, it is difficult for small factories to have the financial strength to support the power lithium battery investment. Domestic lithium-ion battery production equipment is basically domestically produced, some companies buy imported equipment, large factories in the annual investment in testing equipment on 10-20 million yuan.
