lithium battery pack beneficiaries

"Securities Market Weekly," The survey found that the domestic auto industry chain, new energy constraints of all links with each other, or even existence of chain scission. Urgent need to resolve the current power battery power management system, power battery separator technology, and lithium battery electrolyte of the electrolyte most critical element lithium hexafluorophosphate (LiPF6) the production of synthetic problems. Only these three key technological breakthroughs, China's new energy automotive industry chain can be close to perfect. Vehicle manufacturers Pinqiang opportunities The Ministry of Science, "10 City, 1000" program, one of the most direct beneficiaries of the EU than Fukuda V passenger car, which was signed with the Beijing Public Transport Group 800 hybrid buses and chassis of the vehicle purchase agreement, which is so far China the largest number of new energy sony NP-FR1 battery vehicles purchase orders. As early as in January 2008, Guangzhou has ordered a bus company of 30 Foton Motor Europe V hybrid buses, the other saw in it the rate of fuel-efficient hybrid cars. Fukuda Group, Deputy General Manager Liu Guoqiang Beijing Bus Company said the hybrid buses currently Fukuda has formed a 2,000 / year increase in vehicle chassis production capacity, Europe accounted for total capacity of four into a V Bus, 2009 output estimated at 1,200 units. "2009 passenger car sales of 3950 units the total project, the hybrid buses will account for nearly 30%." Liu Guoqiang, said at this stage the promotion of new energy buses must have government support. "Vehicle operating companies to purchase hybrid buses are still concerns, such as the ability to recover the additional investment through energy efficiency? Ability to maintain operations and so on?" Europe V ordinary passenger is about 40 yuan / vehicle, lithium battery pack while the hybrid bus is 90 yuan / vehicles, pure electric passenger car compared with 150 yuan / vehicle, the Government, the subsidies for hybrid buses for the 25-30 million / vehicles. Click here to standard operating enterprises to purchase hybrid vehicles, passenger buses to contribute more than the average of at least 200,000 yuan. Currently, all vehicle manufacturers of hybrid bus closer to the ratio of subsidies. Such as the Golden Dragon by large passenger vehicles and Dongfeng Electric Vehicle stock company jointly developed a hybrid buses have also been put on the market, Wuhan City, the first batch of procurement of 100, each cost 80 million yuan, higher than the average bus costs about 350,000 yuan per vehicle subsidy for 20-26 million. In order to identify the market as soon as possible, Foton Motor has increased efforts to promote the key cities, such as the introduction of free trial in Guangzhou, the activities of six months, "a city can be so engaging, but so many cities in the country, it is impossible to do so." In addition, "Every city has its own automobile industry, the key technologies such as batteries, motors, electric control are not the same, there is local protectionism, not to discourage good price on the success or failure will be the enthusiasm of enterprises, which requires the government unified planning." Liu Guoqiang also believes that the current recommendation of the hybrid-type directory of Science and Technology has not yet introduced, so the market is still waiting to see. "And other subsidies to specific standards for specific models, consumers may apply for government subsidies." And if funds direct subsidies to users, does not affect the automobile manufacturers profit margins. sony NP-F550 battery Liu Guoqiang, "the government subsidy policy will only affect the sales of passenger cars, automobile manufacturers are unlikely to reap huge profits." "At present, hybrid and ordinary buses similar margin, about 15% -20%. Is expected to 2010-2011, and so on user acceptance, and production and sales increased, the gross margin would have increased." Liu Guoqiang that in mixed powered automobile lithium battery pack industry chain, batteries, motors, power systems manufacturers is the biggest beneficiary. According to Liu Guoqiang introduction, in the motor manufacturing sector, China South Locomotive (601,766 market, shares bar) (601766,1766. HK) a subsidiary of CSR Zhuzhou Electric Locomotive Research Institute the most mature technology, "originated in the EMU technology, more reliable, most car manufacturers are used on the purchase of key components of its products. "