Nuggets storage industry capital market
Thanks to new energy industries, energy storage industry is becoming the new choice of capital Nuggets. Recently, Foshan Electrical and Lighting Co., Ltd. to 160 million yuan to buy the Hefei High-tech Energy Power Co., Ltd., China Xuan 20% stake, entered the lithium industry. Previously, Jiangxi Special Electric Motor Co., Ltd. and Jiangxi lithium New Energy and Industrial Co., Ltd., Anyuan Bus Manufacturing Co., Ltd., Beijing Shenzhou New Energy Technology giant electricity Development Co., Ltd. signed a cooperation agreement, the upstream and downstream industries will develop in the direction of lithium.
Insiders pointed out that in the active and passive case, the lithium battery manufacturer may be part of the exit of wind power, photovoltaic energy storage market. At the same time, "not to do small" flow battery technology research and development on the news of success, perhaps in large-capacity storage to get more opportunities. Signal indicates that a variety of different electrochemical techniques in the market, the choice tends to clear.
Li-ion battery electric vehicle industry lock
Capital inflows in the storage industry, a series of events, the most noteworthy is integrated into the flight, Sichuan Science and Technology Co., Ltd.. The company recently said, holding the fund-raising 1.02 billion yuan in aviation lithium battery (Luoyang) Co., Ltd., together with other sources of funds, will invest 1.7 billion yuan of new, used to develop lithium-ion battery market.
Related to this is that an industry source said the national grid investment enter a country scenery storage demonstration project, the total 18 MW of lithium iron phosphate energy storage system to suspend the tender, "the scale is too large lithium in the energy control is very complex, wind power, photovoltaic storage lose the significance of making the national grid projects do have to consider. "
"From the use of lithium batteries, the electric car industry will be much higher than wind power, photovoltaic industry, and this trend will remain for a long period of time." Investment adviser in the new energy industry researcher Li Sheng-mao that lithium production enterprises in the less profit margin obtained by the case, there may be all focused on electric vehicle battery market.
According to industry estimates, a pure electric vehicles require 40-50 kg of cathode materials and electrolyte, a single mobile phone battery consumption is about 10,000 times, only to produce 100 million electric cars lithium-ion batteries needed relevant materials on will be the world's total demand of lithium battery materials several times. Therefore, the promotion of electric vehicles lithium-ion battery will drive the demand for materials showing explosive growth.
As the market is huge, the lithium battery industry barriers to entry are relatively low, and technical updates is in the intensive phase. For the current dominant position of enterprises, production and management in the future need to add a lot of money to meet the production capacity expansion and the need to maintain domestic technology leader.
"Considering the technical strength into volume production of advanced products take time, the short term, increase integration into the flight the aircraft on the domestic lithium battery industry will not bring a greater impact." Li Sheng-mao said, but integration into the flight The capital increase move to other investors play a certain role model, the lithium battery industry will help attract more investment.
This is expected for the lithium battery industry has a core technology for SMEs, which means bigger and stronger opportunities.
"The future belongs to the public electric vehicle products, close to the broad consumer market, while the frequency of battery replacement will be higher." Electronics Co., Ltd. Huizhou billion battery market to business manager, said Chen Min, the focus of the majority of lithium battery manufacturers or in the electric car market.
Into the large flow battery energy storage
Lithium battery to attend wind power, photovoltaic energy storage industry, the size of the market, there is a big reason is as rare metals lithium, heavy use of facing the problem of high cost. "Scale energy storage should require waste storage costs less than the cost of power resources." China New Energy Power and Energy Storage Committee Secretary-General who said the summer.
In contrast, longer life, lower cost of vanadium battery obvious advantages. "Vanadium battery technology matured, kilowatt-class products already in the industry of the production phase." Dalian Institute of Chemical Physics Professor Zhang Huamin introduced. Independently developed by his team of 2 kW vanadium battery durability demonstration evaluation system since July 6, 2007 demonstration run since the beginning, the cumulative run about 1,100 days, to achieve a full charge and discharge cycle nearly 7700 times.
"Japan's Hokkaido vanadium battery charge and discharge demonstration system has 270 000 times." Zhang Huamin, said, in theory, vanadium battery life is not restricted.
That vanadium battery, I must mention Beijing Prudent Energy Technology Co., Ltd.. January 2009, established less than three years to spend $ 2.15 million general low-cost acquisition of the world's leading enterprises in Canada vanadium battery VRB Power Company, a star of the power storage business.
Almost overnight, S & P to have a patented technology, research and development team, global engineering experience and customers, as well as from the business of only one step away of reliable products.
"We have a kW-class product has entered mass production, there is a megawatt-class products are in the commercial demonstration stage." Prudent Energy Chairman Yu Zhenhua said.
Both sides of the "take" the opportunity to
Although most of the lithium battery manufacturers choose electric car battery market, BYD and through the New Energy Co., Ltd. Zhuhai silver and a few other lithium battery manufacturers in the "not bad money" support, put "takes" two a market trend.
It is understood that BYD currently has two product storage power station, one is cabinet storage power plants, by about 1200 "iron battery" combination, can store 800 kwh of electricity, 4 hours can be filled , for a family of four uses about 8 months; the other is the larger size of the stationary energy storage power plants, currently only in BYD Electric Power Research Institute within the trial of a sample, not yet open to the public.
In contrast, this year it was built on the banks pass on the size of storage become more active. June 12, JETCO and Huaneng New Energy Industrial Co. Ltd., Guangdong Ming Yang Wind Power Industry Group Co., Ltd. signed a contract to implement and co-operation of a total 250 MW integrated power generation systems scenery storage projects.
"This project, the energy storage battery systems are used in the basic unit of our R & D for 2000 Ah lithium titanate battery energy storage." JETCO days of Noah, vice president, said despite the large capacity, but the size of lithium titanate small, their work can go to the lowest temperature of minus 40 ¡æ, able to adapt to the cold northern winter.
Days of Noah also said, the day and night for the Southern Power Grid price difference of $ 0.68-0.8 per silver through the Southern Power Grid has a 1-megawatt co-storage power plant demonstration project.
Development of new energy vehicles not only for food stamps do not pay
At the recent 2010 China's auto market trends Forum Asia conference on information the city half a year, China Association of Automobile Manufacturers Executive Vice President and Secretary General Dong Yang said that in the new energy vehicle development level, China and the world's advanced level of than there is a large gap. At the same time, he thinks that the traditional energy is very important vehicle. In addition, other energy-saving technologies should also be given due attention.
"I was fortunate to attend State Council meetings, leadership is very clear, leaders said, that two things are equally important: the traditional energy-saving and new energy automotive vehicle development. This thing, then I think we all know by now, so here to say, We are the world's most advanced goal is to engage one million electric, but tell the truth, we are to maintain the amount of one million, not the annual output, even if it is annual, we 13 million, 15 million vehicles as long as we save 7.5%, we reached the one million the number of electric fuel-efficient. "
Dong Yang said, we think we should put all the energy-saving technology they use up, reduce fuel consumption, including hybrid technology. Because the hybrid technology if it can not rely on the infrastructure for the hybrid to see how? I think from a different perspective views are different, some people talk about hybrid it is burning oil, not fun, it's not electric, completely changing the power source means , power source means, I think this is his talk on, but from another perspective, hybrid vehicles I can, you are to continue, you are refueling, do not charge your garage, or even stopped at the side of the road does not matter, It can give you the usual fuel-efficient, fuel-efficient way should be said that we all agree, the hybrid should not be ignored.
And some of the advanced technology easier, not much technical difficulty, and the costs are not many. Of pure electric vehicles, I think it is in auto power transformation inside the high ground, so it should be from a national perspective should be extended, or should national policy, now the world of pure electric vehicles for government support caused by the market by the size and market to make it public, materials, production processes, product performance process has a carrier.
If you think it is not yet the reality of the market immediately, do not support it, do not form the bulk it is always the laboratory samples, laboratory samples can not always be a market commodity, so there should be a market. And we also found that Toyota, I think it's a good strategy, it is their own out of the world where conditions went as far as possible through our support, so that its technology is mature market experiments.
A variety of energy-saving route can not be less
Another is to not give up on fuel cells, fuel cells, recently has been about progress, such as one of the last obstacles to fuel cell, fuel cell needs to do real-time exchange of precious metals, and now some results indicate that the precious metal content can be greatly decreased, that fall into the exhaust pipe and a similar, if so, then you can eliminate this obstacle, of course, there are other obstacles.
For a variety of technologies to replace oil should support, including natural gas, including methanol, ethanol, dipotassium phosphate, including such technologies should be supported. For energy-saving new energy vehicles, especially the new energy automotive technology course, many departments, many people want to be able to find a mature way, a wildcard cure, what this issue is resolved, I think this being is not enough. The world's car manufacturers organization have turned out a file, say from the government perspective, from a technical lines should be neutral at this stage, the actual is to allow you to explore, and different technologies have different benefits. Even now, some experts questioned said that with the case of coal-based electric car does not reduce carbon emissions, but I want to say it though diminished carbon, it also benefits fuel economy. Therefore, the benefits should be comprehensive variety of automotive development.
Promote small cars, small displacement, high efficiency, I think we drive too much, I recently returned from Italy, were relatively small family cars, small cars, when the steel is also small, less fuel, I think we Chinese such a big country, we want to support the mobility of the whole nation, should we have to do little. Of course, this matter so that consumers generally do not sacrifice, but the government's policy should be guided.
On diesel oil. Diesel oil, the proportion of diesel from the current point of view, I think we are not a large-scale promotion of diesel cars, diesel critical shortage now, but if the changes in national fuel policy, that is not all rely on imported crude oil refining, oil imports a large number of I, oil, so diesel can also be developed, this depends on national policies and fuel oil policy changes.
We believe that the energy for electric vehicles or new vehicles would have a better development strategy. If there is a coordinated strategy for the whole society, the government has a large investment to develop. Our three decades of reform and opening up I think we have a successful experience, but this experience will be an obstacle with the bad is that we are to reform and opening up foreign customers money, really big customers, in addition to bombs and one satellite so that the outside the small, but I want to say, the light of new energy vehicle development does not give money to food stamps not, and must have a big investment, if it is positioned as a strategic emerging industries, and the world if we are to consider other powers cars, in particular, Japan, I think it's best to go through first, Europe, Korea, the United States to compete, we must have and a considerable investment in people, and others I think we put about, together with our Chinese people are hardworking, brave, savings, we can do better, but a small investment, this will not do.
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