With global warming, the environment is worsening, ready to come out of new energy subsidy policies, and from across the Atlantic, "Tesla effect" once detonated A-share market new energy vehicle sector, the development of new energy vehicles into the spotlight again , but as a core component of the electric drive power, lithium battery power accounted for 50% -70% of the total cost, with the development of new energy market, the lithium battery industry is one of the largest gains, while concerns about the blind expansion of production capacity of lithium batteries followed.
With global warming, the environment is worsening, ready to come out of new energy subsidy policies, and from across the Atlantic, "Tesla effect" once detonated A-share market new energy vehicle sector, the development of new energy vehicles into the spotlight again , but as a core component of the electric drive power, lithium battery power accounted for 50% -70% of the total cost, with the development of new energy market, the lithium battery industry is one of the largest gains, while concerns about the blind expansion of production capacity of lithium batteries followed.
As early as during the two sessions, Minister of Industry and Miao Wei disclosed that this year's national policy of subsidies for new energy vehicles will continue, subsidies will increase, subsidy standards will increase. Miao Wei showed that, in order to conform to the current energy and environmental situation, in view of the new energy policy before subsidies have little effect, a continuation of the current subsidy policy is still necessary, in the last of China's major bus-based, but the recent private purchase of new energy vehicles started up, the next step will intensify efforts to start a private purchase of new energy vehicles. According to the Director of the Shenzhen Municipal Development and Reform Commission, said Lu Xiangzhen major projects Coordination Office, Shenzhen existing 15,000 taxis, will be fully replaced by electric taxi, and from the second half of 2013, will focus on electric taxis in Shenzhen, gradually introduced incentives and charging infrastructure supporting policies. In addition, Hangzhou, Anhui and other markets, the promotion of new energy vehicles has increased goals and supporting policies.
Related media have reported that the new energy vehicles subsidy policy will be extended for three years, the original 25 model cities will further expand; purchase subsidized urban areas will no longer be restricted by the demonstration, and pure electric vehicles of up to 60,000 yuan / vehicle subsidies remain unchanged, domestic plug-in hybrid new energy vehicles original 3,000 yuan / kWh subsidy standard is expected to increase.
A variety of policy speculation, ignited another round of investment enthusiasm of lithium batteries, but as the darling of the energy sector in the development process, there are still many issues worthy of attention. Development of lithium and is at some similarities seem cusp of photovoltaic industry, the photovoltaic industry as to whether under the policy attention, the rapid expansion in a short time, resulting in overcapacity and decline in profitability, industry supply exceeds demand, etc. , this series of questions have concerns about the industry.
According to some reports data from late 2012 to June 2013, by the expected impact of the policy, lithium investment continued warming, the current planned investment projects by 2015, will form a production capacity of more than 5 billion safe when. The Frost & Sullivan report released until 2015 China passenger pure electric vehicles, plug-in hybrid electric commercial vehicles and new energy vehicles is only about 120,000 of aggregate demand, the need to consume about 900 million Ah lithium production can greatly exceeded demand. As early as in 2010, Roland Berger about the global lithium investigation report, as of 2015, the global automotive lithium battery production capacity will be at least twice the actual demand.
But whether the exclusion of production and demand balance issues, the Chinese automotive lithium batteries currently exist effective production capacity, China's automotive lithium batteries currently too fragmented, not a scale still in the initial pilot phase, did not reach the point of supporting the commercialization of other issues.
Focus on the production of automotive lithium battery technology company in Suzhou, chairman of Hang Dong are also expressed, "car batteries are in demand, and now the city has grown to 25 pilot cities, a lot of cars in the new energy vehicles efforts to the contrary produced by the car battery can not meet the requirements, so there is no output now there is a market for car batteries, no qualified products."
Encouragement in the face of the new policy, lithium manufacturer has invested there tends to blind investment, investors want to survive after a decade of his own in the face of the current situation, you can only select Exit or larger expansion. Innovative technology, there is a tendency in most investors rush to adopt the previous generation of materials, research and development investment in the next generation of organizational strength, but very few. Large capacity, but at the low end technical level, is another tough test facing domestic lithium.
Meanwhile, the domestic lithium project is to invest in companies mostly encouraged by factors such as local governments and bank loans is completed, there is no experience in the automotive industry, and supporting, with mainstream car manufacturers have no capital relationship. The international brand companies are more inclined to take lithium and mainstream automotive manufacturers to co-market strategy, get a solid supporting the market.
More source: New Energy Car Development Bring Spring for Lithium Battery