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Industry experts, although many domestic lithium battery project is rapidly advancing, but most of these local companies are "no family" - neither the experience in supporting the automotive industry, but also with mainstream car manufacturers no capital relationship, which not only will face capacity excess pressure, but lithium batteries have to face the giant foreign soldiers arrives. The experts believe that lithium batteries with the local "independent Lele" different, international brand companies more inclined to take lithium battery and the main car manufacturers, "the joy" of the market strategy, or through joint venture plant supply agreement signed way to gain a firm supporting the market.

Consulting firm Frost & Sullivan research report, the international mainstream lithium battery company in China has almost all the land. Among them, the American way of A123 Systems in a joint venture plant in Shanghai Automotive's supply system. Last December, the Shanghai Automotive and the United States joint venture Shanghai Jie A123 Systems a new battery power system Co., Ltd., to jointly develop, manufacture and marketing of lithium-battery powered vehicles, with total investment of $ 20,000,000. Meanwhile, South Korean SK Energy, South Korea LG Chemical, Denmark Lynx Zeyi supply agreement, from last year into the Beijing Auto, Changan and Geely and other Chinese vehicle plant supply system.Laptop battery ACER Laptop Battery

lithium battery industry chain complete advantage of outstanding

The company's profit forecasts will have greater uncertainty because of the reduction is the Bank of Ningbo unexpected but large quantities. canon NB-2LH battery We assume that sub-three-year reduction of Bank of Ningbo is completed, each year about 500 million investment to benefit about. 2010-2012 the company expects EPS of 1.2 yuan, 1.23 yuan and 1.31 yuan (excluding non-recurring gains and losses after the EPS for the 0.31,0.33 and 0.40 yuan, did not consider the electric vehicle battery business). We tend to use the total market value method to judge the company: the company a market capitalization of 7.8 billion, net of about 2.0 billion stake in Bank of Ningbo, the value of textile and clothing to give to the market value of 800 million, while the battery is about 5 billion market value of related businesses . Currently, for example, when l-scale science and technology, the battery canon ZR-CV battery business is much less than the market value of shares of the company shirt Angeles also has reached 5.12 billion yuan, we believe that companies underestimate the value of a certain degree, given the company buy rating.
Company's risk from the progress the company cut into the battery market, as expected, and access to upstream resources hinder the progress.

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June 1, the market has long been looking forward to the "private purchase of new financial subsidies for the energy auto pilot Interim Measures," was finally published. Subsidies for pilot selection in Shanghai, Shenzhen, Changchun, Hangzhou and Hefei. From the specific content, the intensity of subsidies is basically consistent with previous media reports. canon BP-608 battery Degree from the benefit point of view, its own brand of new energy vehicles to benefit the greatest extent. This indicates that our new energy automotive industry, the process began.

Lithium has the most complete industry chain

There are five large lithium battery components are positive, negative electrode, the electrolyte, separator, and other, their share of the costs are 40% -46%, 5% -15%, 5% -11%, 10% - 14% and 18% -36% (IIT report), where the first four is more crucial. From as many as 45 subsidiaries Shanshangufen, 8 home is associated with lithium batteries. To cover the lithium battery Pa3331u-1brs battery Satellite m30 series battery Satellite pro m30 battery TOSHIBA PA3399U-1BRS Battery cathode, anode and electrolyte, can be said that A-share market yes yes lithium battery industry chain, one of the most extensive coverage.

In fact, the future of lithium huge imagination, not only lead to overcapacity in China, Apple M8511 Battery, the developed countries is roughly the case. Roland Berger in recently released a report entitled "Power System 2020, lithium ion battery - the next bubble," the advisory said the report, although the lithium battery manufacturers are now highly sought after, but the investment in this area In 2014-2017 years, lead to serious overcapacity, which is particularly prominent in the United States and Japan. The report also noted that government subsidies will undoubtedly stimulate the production of more investment. In contrast, the majority of investment in developing countries is still concentrated in the cell manufacturing (assembly) area, rather than the core material. Meanwhile, in developing countries to fully meet the real needs of vehicle manufacturers technology and high-quality, scale capacity, low cost battery suppliers, in fact, still very scarce.Apple A1012 Battery, Apple M8511 Battery, Apple M8244 Battery, Roland Berger experts stressed that, "repeated low-end manufacturing capacity building, imitation, copy, continue to emerge, and that is the status of the battery industry in developing countries."

Over the years, the new energy vehicles in China has been the automotive industry as a breakthrough in the development by leaps and bounds, but the energy in the new car market is about to open the door, the new energy vehicles in China in terms of supporting industries, to lithium batteries, for example,Apple M8244 Battery, not only in Technically ashamed beyond TOSHIBA PA3456U-1BRS Battery TOSHIBA Pa3356u-1brs battery Satellite a10  battery words, and low-level redundant construction and overcapacity illnesses have re-staged "signs." Visible, to the bustling new energy opportunities to win the car market, both government and industry management department can not do without scientific planning and reasonable constraints, also need to calm decision-making related businesses.