Industry prospects New energy vehicles and batteries will be "blowout"

This year will be the year of investing in car batteries. "A private equity fund talked with reporters about the prospects of new energy vehicles. After March 5, the new energy automobile industry entered the government work report for the first time and rose to the national strategy. On the 6th, it was expected that privately-purchased new energy vehicles would receive subsidies. On the other hand, local governments and related enterprises in many provinces and cities have stepped up their industrialization or research and development. Industry insiders expect that 2010 will become the first year of China's new energy vehicles, and new energy products based on power batteries. Will take the lead in explosive growth.

The central and local governments are striving for new energy vehicles.

On March 10, Xie Zhenhua, deputy director of the National Development and Reform Commission, pointed out at the press conference of the Third Session of the 11th National People's Congress. "This year, we will introduce incentives for the promotion of financial subsidies for energy-saving cars and electric motors, etc." It is reported that the "New Energy Vehicle Industry Development Plan" will be introduced in March. The leaders of the Ministry of Industry and Information Technology and the Ministry of Finance said that the central government is considering increasing the scope of subsidies for the consumption of new energy vehicles. From subsidies for those who used to buy buses to those who subsidized to buy new energy vehicles, the subsidy amount was up to 60,000 yuan. It is also known that in addition to vehicle manufacturers, power battery and core new source auto parts manufacturers are also expected to receive more subsidies.

In addition to the central financial strength, local finance will also provide subsidies. At present, Shanghai and Chongqing are particularly active. Shanghai has promulgated the “Several Policy Regulations on Promoting the Development of Shanghai New Energy Vehicle Industry”, intending to increase the government procurement of new energy vehicles, and prioritize and expand the procurement scale of new energy vehicles year by year. Chongqing will extend the subsidy to private consumers, and eligible new energy vehicle consumers will receive financial subsidies ranging from 6,900 yuan to 43,000 yuan.

Chongqing plans to sell 242,000 new energy vehicles in 2012, with sales revenue of 29.6 billion yuan; Beijing plans to sell 5,000 new energy vehicles; Jilin Province plans to add new energy vehicles worth 1.8 billion yuan; Shanghai plans to produce and sell in 2010 Ten thousand vehicles, 100,000 vehicles in 2012, and 300,000 vehicles in 2015.

A number of vehicle companies are preemptively laid out

In an interview with reporters, senior executives of several large automakers said that although the current consumption capacity of new energy vehicles is insufficient, the long-term space is large, so the company is preparing for the preparatory work from the technology and production capacity. At present, Shanghai Auto, Foton Motor and Changan Automobile have already pre-empted the new energy vehicle industry.

Zhao Jingguang, deputy secretary of the Futian Automobile Party Committee, said: "It is expected that during the 12th Five-Year Plan period, China's new energy vehicles will start to develop; during the 13th Five-Year Plan period, China's new energy vehicles will be fully marketized. Foton Motor has sold 1,000 vehicles in 2009. New energy buses, plans to sell 1,200 vehicles or more in 2010.” Foton Motor, which took the lead in setting up, has developed a grand scale for the development of new energy vehicles. “In 2020, Foton Motor plans to sell 700,000 to 800,000 new energy vehicles, accounting for 700,000 vehicles. 20% of total sales."

Zhao Jingguang believes that the problem can be solved because the cost is too high to attract consumers of new energy vehicles. “If the state subsidizes one piece, the enterprise itself will reduce part of the cost and naturally attract enough consumers. Take the rural market as an example, because they The driving speed of the car is not high, and the production cost of the enterprise will be correspondingly reduced. If a new energy-efficient car with high cost performance and stable quality can be introduced, the rural area is also a huge market in the future."

Chen Hong, president of Shanghai Automotive, revealed that “SAIC will steadily promote various types of work for new energy projects. In 2010, the Roewe 750 mid-mix hybrid sedan with 20% fuel economy will be put on the market in batches; in 2012, more than 50% of fuel economy will be saved. The Rong 550 plug-in hybrid car will be launched in batches, and the self-owned brand pure electric car will also be introduced to the market, realizing zero emissions.

At present, Shanghai Automotive has acquired a key component system and technology for new energy vehicles. Through the establishment of a joint venture company, Shanghai Jiexin Power Battery System Co., Ltd., with A123, the A-share automobile company has solved the problem of “battery system”. Through the innovation and development of plug-in hybrid electric coupling drive technology, effectively evading the barriers of hybrid products such as Toyota and GM.

Power battery industry or explosive growth

Compared with the slow-heating new energy vehicle market, the power battery market is more interesting. Li Dajun, a researcher at Huachuang Securities, pointed out in the research report that “the development of new energy vehicles will benefit the upstream battery, electronic control and generators. Among them, battery manufacturers benefit the most.”

First, if we achieve the goal of selling 500,000 new energy vehicles in China in 2012, China's lithium batteries will maintain a 50% growth in the next three years. Because an electric car uses an average of 50 kg of positive electrode material, 40 kg of negative electrode material, and 40 kg of electrolyte. According to the calculation of China's new energy vehicle sales of 500,000 vehicles in 2010, if 20% of new energy vehicles use lithium batteries, 100,000 new energy vehicles will trigger consumption of 5,000 tons of positive electrodes, 4,000 tons of negative electrodes and 4,000 tons of electrolytes. According to the annual sales volume of lithium batteries in China in 2009, the lithium battery industry will maintain a 50% growth in the next three years.

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