May 27, Concord Technology announced that the company invested 19.8 million yuan to set up a subsidiary to enter the lithium-ion battery market. Day, Zhenhua Technology daily limit.
Worth noting that in April the Shanghai index since mid-fall more than 600 points, the process, became a haven for new energy battery plate. From the May 21 rally since the course, sailing shares, Tibet and other new mining and energy batteries battery Desai’s shares are hitting new highs.
Energy policy
New energy policy is the promoter of battery plate one.
By the end of February 2009, the Ministry of Finance and the Ministry of Science jointly issued “on energy conservation and new energy vehicle demonstration and extension of the Pilot Work”, decided to pilot in 13 cities, and clear the subsidy standards. This led directly to the torch high (600 872) and Shanshangufen (600 884), represented by the new energy battery plate of the first round of the sharp rally.
Soon after in March, the State Council announced the revitalization of the auto industry plans show that subsidies for new energy vehicles will be the source of funds to clear the grounds of the central government subsidies.
August 26, the Ministry of Industry announced the “new energy automobile manufacturing companies and product access management rules,” the concept of new energy vehicles will be specific and clear as hybrid vehicles, pure electric vehicles (BEV, including solar car), fuel cell electric vehicle (FCEV), hydrogen engine vehicles, other new energy sources (such as high energy storage devices, dimethyl ether) Automotive and other categories of products.
To the end of last year, the State Council officially approved in February of that year agreed to “pilot notification”, and decided to pilot the scope of the expansion from the original 13 to 20, and also test the water on the five cities on the private purchase of new energy subsidies.
In fact, since the second half of last year, business growth is not obvious new source of energy stocks has gradually entered the Fund’s equity pool. In this year’s investment strategy report, the vast majority of fund new energy has become an often talked about the new term. Such as Shanshangufen, Jiangsu Guotai (002 091) and other new energy cell concept stocks in the top ten shareholders of tradable shares is also full of body silhouette.
This year, with the new energy automotive industry has become the emerging national strategy, relevant support policies is frequently introduced.
Published in early May, “the State Council on further intensify its efforts to ensure the realization of” five “emission reduction targets of notice” that will comprehensively promote efficient cars and energy-saving electrical products, continue to do demonstration and popularization of new energy vehicles, and revealed by the end of May before the relevant departments should formulate specific implementation details, which makes the mainstream car battery lithium ion Sony battery -related stocks as 4,5-market funds chasing the direction of the month.
May 7 announced private placement and fund-raising investment in the development of lithium resources in the small Tibetan Mining’s share price hit a new high frequency after the shock, from May 11 and 12 return on the Shenzhen Stock Exchange announced deal terms of seats by four agencies and two institutions to buy shares aggressively seats; May 27, Tibet Mining to 31.4 yuan hit the highest price since 2007, a new high of 10.
And the other related units Desai battery is in a large fund to buy below the company’s succession continued to rise, from April 14 to May 27 of the 30 trading days, the stock hit a 86.6% increase, Shanghai Composite Index over the same period fell by 16%.
Similarly, in the recent stock price hit a new high energy battery units include Sailing shares, 100 million Wei Li energy; the universal tide of money, Jiangsu Guotai, Huafang Textile relatively strong performance in the near future also, as of May 27 share price has also rebounded to the early high points in the vicinity.
Cash profits will take some time
Compared to the traditional automobile industry chain, added a battery of new energy vehicles, motors, electrical control components, and played a key link in the chain industry, the battery is the most difficult of new energy vehicles.
Although the short-term Ni-MH battery is still the mainstream hybrid vehicle batteries species, but from the perspective of the development last year, lithium ion battery is widely used in electric vehicles and plug-in hybrid cars in the field, but also come from the medium to long term see, with the lithium iron phosphate technology breakthroughs and cost reductions, lithium batteries is expected to be further used for hybrid vehicles.
Constitute a lithium battery components, divided into cathode material, anode material, electrolyte and membrane four parts.
Cathode material which, because of the safety performance of lithium cobalt oxide ternary composites poor and more demanding level of technology, lithium iron phosphate and manganese lithium vehicles has become the new energy battery countries the main raw material, from the perspective of large-scale Lithium iron phosphate because of price factors dominate.
According to reports, lithium iron phosphate cathode material of domestic R & D companies, including Beijing University first, Tianjin strand and the GEM technology-based companies rose, while CITIC Guoan is the largest lithium cobalt and lithium manganese oxide manufacturers.
Anode materials, China Baoan and Shanshangufen two subsidiaries of listed companies in Shenzhen Bei Terui and Shanghai Shanshan were engaged in related businesses, including the former to achieve more than 6600 million last year, net profit, the latter weaker profitability.
In contrast, among the listed companies engaged in related businesses in the electrolyte are more listed companies, including Jiangsu Guotai, Huafang Textile, new state-chou, Shanshangufen, etc., but the main raw material for the electrolyte lithium hexafluorophosphate synthesis difficult, and must Most imports come from overseas, the current sub-sources in Jiangsu Guotai holding companies and companies such as Tianjin, Taurus has started trial production.
Play in the lithium battery positive and negative effects of membrane separation with high threshold, mainly monopolized by foreign companies, domestic manufacturing industry is still not enterprise, but Fosugufen Jin Hui Hi subordinate small lithium being the original basis to the use of membrane embarked on battery separator, which is in the last two months, said the firm Fosugufen shares an important reason.
The completion of the lithium battery production company is also chasing the target market funds, eye-catching sail in addition to the recent stock performance, battery Desai, the 100 million Wei Li energy, universal money flows belong to the ranks.
Finally, the need to mention the lithium battery supplies of raw materials, including lithium and rare earth, specifically involving mining companies include Tibet, CITIC Guoan, Baotou Steel Rare Earth, Rising colored and Minmetals Group.
However, not all stocks related industries in lithium batteries VGP-BPS9/S , VGP-BPS8 are a good target, a subsidiary of Jiangsu Cathay Pacific executives said, “While a considerable period of time, including new energy battery plate, including the new energy policy, etc. because kinds of factors are likely to attract attention, but many new energy battery company may not be able to deliver short-term profits, and some business and industrial-scale production is often still a big gap. “