Ministry of Industry and Information Technology: Open-ended lead storage batteries will be phased out during the "Twelfth Five-Year Plan" period
A few days ago, the Ministry of Industry and Information Technology released a series of interpretations of the industrial transformation and upgrading plan. The plan proposes that during the "Twelfth Five-Year Plan" period, ordinary open-ended lead batteries will be eliminated, and nickel-hydrogen batteries will be replaced with nickel-cadmium batteries. At the same time, power batteries such as lithium batteries, nickel-hydrogen batteries, and new-structured lead batteries will be vigorously developed to gradually reduce lead in the battery industry. The consumption of mercury, cadmium. "Lead-acid battery industry access conditions" will be issued in the first half of this year, and its regulations prohibit the construction, renovation, and expansion of open-ended ordinary lead-acid battery production projects, and existing production lines should stop production within 6 months after the implementation of the access conditions.
State Grid: Build 196 charging stations this year to promote smart network construction
State Grid will continue to promote the construction of intelligent charging and swapping service networks this year. This year's goal is to build 196 charging and swapping power stations and 1945 AC charging piles. State Grid’s plan is expected to make it possible for the construction of this year’s charging and swapping service network to be completed moderately ahead of schedule. The "blooming" of a large number of demonstration projects will enable State Grid to share the cake with equipment integrators.
KPMG: China and Japan's electric vehicle market will become popular in a short period of time
Recently, KPMG released a report stating that electric vehicles can be popularized in a relatively short period of time in China, Japan and other high-growth markets. In terms of emerging automotive technology, the survey pointed out that respondents from the BRIC countries believe that fuel cell vehicles will be the most popular with consumers, but Chinese respondents expect pure electric vehicles to become the mainstream of the market.
Industry Rating: "Overweight"
In the first half of this year, the rectification of lead-acid batteries will continue, and the rectification of recycled lead will also kick off. We believe that the replacement of lead-acid batteries by lithium batteries in some areas will accelerate, especially in areas such as electric bicycles and communication base stations.
