Posted by
ben on Wednesday, May 04, 2011 12:11:39 AM
Case of cold lithium batteries power the development of new energy vehicles
Starting from July 1, "new energy automobile manufacturing companies and product access management rules" into effect. New rules has caused an uproar in the market: Prior to the loudest voices were included in the development of lithium battery car, not a large-scale promotion of the column. That is, to be Buffett's bullish market is also favorable for the lithium battery electric vehicles lost in the nickel-metal hydride battery hybrid hands!
Has just enacted a new access system to the December 31, 2010 apply, with the Development and Reform Commission published in 2007 compared to the standard, the Ministry of the standards set for new energy vehicles for the three technical phases of the products of fine of.
The new access system for different types of new energy development and operation of the car give a more clearly defined. "This marks China's new energy standards for admittance into the speed of the automobile industry." Industry experts said.
Gengrang industry is surprising is that a new regulation, "use of lead-acid battery hybrid passenger cars, pure electric passenger cars and electric commercial vehicles, and the use of nickel metal hydride-powered hybrid vehicle to be classified as mature of the product.
All of a sudden, the market in an uproar: Prior to the loudest voices were included in the development of lithium battery car, not a large-scale promotion of the column. That is, to be Buffett's bullish market is also favorable for the lithium battery electric vehicles lost in the nickel-metal hydride battery hybrid hands!
Ministry of Industry and Energy why the introduction of such a new vehicle development roadmap? This road map will eventually not be a new energy industry restructuring in China's best "catalyst"? Could help China to catch the express train to achieve new energy unconventional beyond?
Who will lead the new energy vehicles
Nickel-metal hydride batteries and lithium batteries, the future of new energy vehicles in China who will lead?
Investment Advisor in the new energy automotive industry researcher Li Sheng-mao said the new energy vehicles in the current lithium battery powered cars the most promising prospects, but the Ministry of Industry standard is not conducive to the development of lithium car popularization in the country, further that this may be tied China's new energy automotive industry as a whole.
Ministry of Industry was optimistic about the Ni-MH battery itself there are some shortcomings. China Electrotechnical Society of electric vehicles IPCC Technical Services Center Director Wang Tianshun also said that while rich in hydrogen storage materials in China, but the extraction technology is not high, the battery pack consistency is poor, there has been no breakthrough in technical issues, and the cost of NiMH batteries has been among the high-high.
The new energy vehicles in the last week, after the introduction of access rules, China's new lithium battery of the biggest energy industry "players" in the face of BYD reporter's interview, said "no comment." But then, this reporter learned exclusively, BYD is committed to the commercialization of electric vehicles has been quietly speed. According to company executives informed sources, is expected to sell about 30 million in BYD E6 electric car was declared the national directory, is expected to be available by the end of this year, at the same time, the other a dual-mode electric vehicle F3DM also identified 9 this year sales to private consumers began March. "We will be 13 major cities nationwide to sell, our DM models last year, the Ministry of Industry had entered the car production directory. The current major automotive investment in mainland China, has completed construction of 80 million production capacity."
Access around the new rules, the trade debate has become two distinct voices:
The first one, represented by Lee Sheng-mao. He pointed out that under the new standards, the country has listed BYD dual-mode electric vehicle, belonging to lithium car, although you can mass production, but only in approved areas within the sales of used products, which greatly limits their product comprehensive promotion. The Chang'an Jie Xun, Chery A5, FAW Pentium, Grand Hyatt, and most common brand of HEV cars are used in nickel-metal hydride batteries used in sales nationwide. Clearly, countries such decision to the state-owned auto companies in the group tilt.
The second expert opinion is that the new access rules shows that countries are more pragmatic policy approach.
Deputy Secretary-General with the United National by Choi Dong-tree that the "rules of the new access point of view, that national policy is pragmatic, not anxious to aggressive. Before we are all optimistic about the lithium, but in fact, before any major development breakthroughs. Lithium must also need to break the current nationwide right time. The nickel-metal hydride battery time is ripe for the promotion, the cost of nickel-hydrogen, hybrid performance to meet the basic needs of dynamic product mix significantly more mature. "
It is reported that the release of a new standard for the technology phase of new energy vehicles, divided into initial stage of development, mature stage of the three different techniques. Product is the start of fuel cell vehicles, hydrogen cars engine vehicle and dimethyl ether. Development of products, including lithium-ion battery powered hybrid passenger cars, commercial vehicles, as well as pure electric vehicles. Mature product is a clear path to the realization of technical principles, product technology and production technology is mature, national and industry standards basically complete, you can enter the industrial stage of the product. Lead-acid battery production hybrid passenger cars, pure electric passenger vehicles and pure electric commercial vehicles.
It is clear that products are maturing faster "on the road."
In this regard, Li Sheng-mao that "lithium-ion powered vehicles, only the approved area, scope, terms and conditions, sale and use." The new regulations will significantly impact the pace of development of lithium battery car, and to a certain extent, affected car prices on the lithium battery research and development of automotive enthusiasm, is not conducive to the development of lithium batteries automotive industry.
Ni-MH battery easier to promote
After investigation, the reporter found, become the new darling of the nickel-metal hydride batteries, has a unique advantage.
It is, at present, only one place in Guangdong, more than 100 nickel-metal hydride batteries made by private individuals. Sensitive new energy battery manufacturing enterprises have already begun the layout of a blueprint for the future of nickel-metal hydride batteries.
Yuan and the Hong Kong Branch of the super signed last July to a joint venture agreement to establish a joint venture 50 million yuan in Hunan Branch Pa Power Battery Co., Ltd., in June this year, Corun intended acquisition of 120 million yuan in cash and Chinese Electronic Co., Changsha liability 100% stake. Plans to invest 4.8 million new sets of nickel-hydrogen batteries for automotive energy package, and a relatively large expansion of production capacity, the second phase expansion project is completed the company will have annual output of 60,000 sets of nickel-hydrogen battery vehicle capacity .
Compared with lithium, Ni-MH battery is characterized by high security, not easy to explode.
Guotai Junan Securities Research on alternative energy and Wang Zhen of the judge, with the introduction of the new access system, Ni-MH battery industry is expected to speed, and related businesses due to the current production capacity is limited, the production schedule remains to be seen, but the class of listed companies Early gains have been large, very high valuation on the stock Ni-MH battery companies will be cautious.
"In the lithium iron phosphate battery technology is not mature situations, the Ministry issued new standards for new energy vehicles access to nickel-hydrogen cell vehicles are also welcomed a major development opportunity." Investment Advisor in the new energy automotive industry researcher Li Sheng-mao This told reporters. Recently, the investment adviser's "2009-2012 China Li-ion battery industry, Investment Analysis and Forecast Report," the study shows that 99% of the existing hybrid battery market share for the nickel-hydrogen battery, the representative of a Toyota commercial Prius.
But the objective point of view, Ni-MH battery, there are some "friction elbow" of the Department: refining technology is not mature enough, the cost is too high.
According to the China Electrotechnical Society of electric vehicles IPCC Technical Services Center Director Wang Tianshun, told this reporter 10 years ago, our country began to study the development of electric cars, but has been constrained by technology. Consistency is the biggest problem. Low-power battery pack can be, but as a hybrid, electric vehicle's main energy, must be made of high-power battery pack for the job the greater the power, the greater the difference.
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