battery org

EnergyTrend investigation, although the overall solar market noise, but in June the price movements of cells continued to rise, making the establishment of the first half of the battery growing trend of prices, but gains respect in the situation is gradually reducing, in June and only a small battery prices rose 1.4%, the average quoted at 1.42 dollars per watt.

Growth areas in the quarter, EnergyTrend said that as the market demand conditions for the first half of this year is still looking to offer the first quarter showed a slight slipped, dell Vostro A860 battery causing prices to quarter growth rate was -5.1%, but demand continues to rise after the New Year to promote Battery prices from March onwards all the way up so that the second quarter of the price increase rate was 6.9% in the quarter, in line with the status of the global solar market.

EnergyTrend said that the current euro exchange rate variation in the near future too much, increasing the risk of companies in the exchange area, so most of the battery manufacturers offer changed to U.S. dollars, but the module on the market, since the main clients are in Europe, so that module offer on the market in the adoption of the euro and the dollar is still the parallel mode.

Observation under EnergyTrend by the impact of euro weakness, making the battery manufacturers in the second half of the quote will show flat. In addition, the previous speculation that the German market may adjust the price to buy back the price of delay dell Studio 1535 battery , dell Studio 1536 battery , but with the new grant program has been sent to the House of Lords considered the market situation clearer. On the other hand, although the current wafer production capacity is still insufficient, but in midstream and downstream manufacturers adhere to the needs of the second half of the more conservative approach, and the new fab capacity will be gradually providers in place, the situation is expected in the second half will be in short supply lifting the second half of the overall industry is expected to show flat price trends, and even a small decline.

According to industry statistics reported battery, 2006 battery manufacturer’s profit margins are suffering a huge impact, losing enterprises to expand, some business failures are converted, the Chinese battery industry is facing severe challenges. Industry-wide economic decline caused by the main reasons include:

1, battery material prices continued to rise

China’s battery industry is facing serious problem of “internal and external” disturbance. As countries around the world to improve environmental protection requirements, some developed countries have stopped the lead, cadmium, nickel and other non-ferrous metal production in the country to pass on their environmental pollution; This resulted in soaring prices of electrolytic lead, from 2003 4,500 yuan per ton rose to 13,000 yuan per ton earlier this year; nickel price from 150,000 yuan per ton last year or so, now stands at close to 450,000 yuan per ton. In addition, raw materials, cobalt, cadmium, natural manganese , DMW-BCD10 , DMW-BCE10 , zinc and other prices have soared in varying degrees. As the price of export products is well established with the signing of the contract, raw materials prices, the price can not sync to follow, resulting in the “export more, the greater the loss” situation. Combined with domestic battery and competition among manufacturers, leading to lower their rate of accumulation in recent years, weak to resist risks; these factors are intertwined more difficult for a direct result of domestic battery and had to have reduced the scale of production and marketing in order to reduce losses .

Second, the export tax rebate policy adjustment effects on cell industry VGP-BPS15 , VGP-BPS15/B 

September 14, 2006, the five ministries, the Ministry of Finance jointly issued “some of the goods on the adjustment of export tax rebate rate and the addition of processing trade ban catalog notice.” According to “notice” requirement, lead-acid batteries, mercuric oxide batteries export tax rebate policy has been canceled; and early 2004, the export rebate rate of the battery began to gradually reduced, and the gradual abolition of tax rebates. The current lead-acid batteries  DMW-BCF10 , DMW-BCG10 , mercury oxide and nickel-cadmium batteries have been included in the prohibited category in processing trade, the goods included in this directory should be levied on imports of import tariffs and import taxes.

According to statistics, the export tax rebate rate down 1 percentage point for each, equivalent to the cost of general trade exports increased by about 1 percentage point; Therefore, the introduction of export tax rebate policy would reduce the export competitiveness of the battery, which will speed up the battery industry to re-wash license, a number of competitive SMEs will be a serious loss, or face closure.

Third, foreign green barriers on the impact of China’s battery industry

According to the European Union, “Official Gazette” recently issued directives on batteries and accumulators, the battery in the lead, cadmium, mercury indicators proposed more stringent requirements, and the recovery of costs related to the exorbitant. REACH regulations and RoSH based instruction to improve battery registration fees and testing fees, has substantially increased the cost of battery production and export cost of sales.

EU and other developed countries frequently set the “green barrier”, has made a significant increase in the cost of export batteries, some SMEs have to because of economic reasons and technical reasons to give up overseas markets.

Fourth, foreign anti-dumping and technical barriers to the impact of China’s battery industry

China’s battery industry suffered successive surveys U.S. 337 alkaline battery case, the United States investigating the case of 337 lead-acid batteries, nickel-hydrogen battery company U.S. patent fees levied in China, the United States and Japan, the case of lithium-ion battery patents and other intellectual property cases, for the respondent, consumption Chinese enterprises involved with a lot of manpower, material and financial resources, VW-VBG130 distribution network have been seriously affected.

Recently, the Chinese battery industry has also suffered Korea alkaline sunset review of anti-dumping, anti-dumping sunset review India’s dry. Has gone through the lead-acid batteries   VW-VBG260 ， VW-VBG6 and other products for dozens of anti-dumping, export trade have been significantly affected battery.

Some anti-dumping investigation cases and 337 companies involved do not respond because, in the entire industry out of the prosecution of local regional market.

In the current funding mechanism for responding to the lack of cases, the pressure of big business.

5, RMB appreciation impact on cell industry

RMB exchange rate from 1:8.3 in 2005, adjusted to the current around 1:7.5. China’s battery production for export in about 80%, the RMB appreciation, and difficult to raise the export price of the samsung IA-BP85ST battery , the battery exports increased significantly in the cost of economic efficiency of enterprises decreased.

6, transport costs

With the energy shortage, the battery transport costs. Traffic in many parts of goalkeeper and nickel-cadmium battery lead-acid batteries as hazardous material transportation, and forced recruitment costs, improve businesses, impact of economic benefits.

7, severe hazards in the battery industry, environmental protection and management of investment to improve

Lead-acid batteries nikon EN-EL4 charger , nikon EN-EL4a charger and nickel cadmium alkaline battery positive and negative main raw materials are lead, cadmium, nickel and other non-ferrous heavy metal compounds, especially metal ions cadmium and their toxicity and toxic effects of the strong, it raises the dust manufacturing process, resulting waste water and waste pollution through a variety of ways by the body will continue to deposit intake, play a role, leading to poisoning of osteoporosis, hematopoietic function and kidney damage. Battery contaminated soil or water, and again by growing plants, vegetables, after the depth of invasion against the human body.

In summary, our battery enterprises are facing difficulties, for China Battery Industry Association will actively guide the enterprises to adjust product structure, the multiple directions; while enterprises should strengthen the technical, process and equipment innovations, improve the utilization of raw materials and improve resource utilization, reduced because of raw materials rose as much as possible the adverse impacts; actively improve production processes, accelerate the pace of eliminating backward production capacity, as soon as possible transition to the production of high efficiency and environmental protection hp Pavilion dm1 battery , battery-direction, for battery industry continues to develop.

Learned from the Municipal Bureau of Commerce, at yesterday’s trade mission in Harbin export trade, foreign investment of 455 million U.S. dollars turnover, total turnover 780.63 million U.S. dollars, up 14.68 percent. Among them, the overseas investment of 28 million U.S. dollars, all from Harbin Guangyu Battery Co., Ltd. signed with Russia of Zhaha Luo Sverdlovsk lead-zinc mining project, the amount of 28 million U.S. dollars contract are the Chinese investment.

Georgia Tech defensive end Robert Hall was suspended indefinitely from the football team by coach Paul Johnson after being charged with battery last Sunday.

An argument over money with his girlfriend, former Tech basketball player Brigitte Ardossi, escalated into Hall pushing her into a bathroom and later slamming her into a door and wall of their on-campus residence, according to an incident report filed by Georgia Tech police.

The report also said that Ardossi was bleeding from the head and had blood on her shirt when police arrived. A Grady EMS unit treated and released her at the scene. VGP-BPS13B/B   Hall was arrested and taken to the Fulton County jail.

A statement from the Tech athletics department said that it is conducting a thorough review and that the alleged assault “is being treated with the highest priority.”

Hall, a rising senior, played three games last season before sustaining a season-ending knee injury  VGP-BPS9 . Ardossi played four seasons for Tech and was drafted by the Dream in April before being cut before the start of this season.

It is reported that major projects in Hunan Science and Technology “solar cell fabrication technology and equipment research and development” has made significant progress, the first has grown into the “pretty” has been marrying overseas. Recently, the China Electronics Technology Group Corporation 48th Research Institute of the key solar photovoltaic production line equipment, has arrived in the United Arab Emirates Jebel Ali port, open the export of China set a precedent for large-scale photovoltaic equipment.

“Solar cell fabrication technology and equipment research and development,” science and technology projects with a focus solar cell manufacturing equipment, toshiba PA3191U-2BRS batetry  key technology and key equipment and its industrialization, and strive to break through the key equipment Preparation of solar cells more cutting machine, screen printing and high temperature sintering Domestic oven preparation, production of solar grade silicon melt polysilicon material preparation, preparation of thin film solar cells the three major technical bottlenecks.

It is understood that, in the special support of the CLP has successfully developed 48 single-poly down equipment cleaning system, automatic screen printing and automated test sorting system can be developed to become the world’s first full production manufacturing of solar photovoltaic equipment suppliers. At the same time, also built a 500MW solar cell production line toshiba NB100 batetry , toshiba NB200 batetry , become the only to offer the entire line of photovoltaic equipment and large-scale photovoltaic solar cell production line industry group.

Learned that the exports of the UAE’s key equipment solar photovoltaic production line will be put into operation early this month. As of the end of May, the CLP 48 have been delivered and will deliver the entire line of solar cells has been more than 36 overseas markets from the Middle East, India, the first start.

To meet the increased demand for solar cells, Panasonic’s 3rd largest solar cell factory in Japan Sanyo Electric (SanyoElectric) starting from April to change the part of the solar cell production by the outsourcing of procurement, and Sharp also plans to expand in 2010, outsourcing of solar cells procurement, in fact, Taiwan 2 Department of battery factory has long been the family business to contact Japanese plant expected to increase outsourcing to Taiwan solar cell factory system brought forward to help.

Foreign reports, Panasonic’s 3rd largest solar cell factory in Japan Sanyo Electric (SanyoElectric) program since 2010 (April 2010) onwards will be part of the solar cell needs to change by the external procurement of supplies, reported that Sanyo is the procurement of solar cells negotiate the issue and Taiwanese manufacturers, the procurement of products will be Sanyo’s own brand name to sell to Japan factories and schools.

Sanyo estimates that by 2010 the annual procurement volume of 10 to 30 million watts (MWp). 2011 will be raised to 50 ~ 100MWp, accounting for about 10% share of total sales of the scale.

In addition, solar cell factory in Japan Sharp Solar 2010 sales target of 12 billion watts, rose 50 percent, in addition to its own plan additional solar cell production line output, but also plans to expand outside purchases. 200 Sharp solar cell sales in the proportion of outsourcing accounted for about 15.19%.

University of Bonn, Germany, has released a statement that the school physicists through the application of laser cooling technology to achieve high-density concentration of photons. This technology is expected to improve the efficiency of solar cells, it can work efficiently on cloudy days.

The statement said that the school physicists use the super-arched mirror to collect sunlight reflected, so that laser beams can be clustered into between the cycles in the mirror, mirror room is rubidium
Gas. Rubidium atom laser in the bombardment process will consume more energy than its own,  VGP-BPS13B/B , VGP-BPS8  resulting in Rb air temperature dropped drastically.

Thus, also will weaken the movement of light and more closely together to form known as the Bose – Einstein condensate of photons group. High density of light can enhance the efficiency of solar cells. Because of its unique arched mirror design, even on cloudy days can effectively collect light.

The results published in the latest issue of “Nature Physics” journal.

Electric vehicle charging station, charging piles and other ancillary equipment is worth looking forward to building profits for a time to promote the situation of large and small companies competing to be launched, and even some car production without the qualification of agricultural companies to join. Cultivate new markets from enterprise impulse of view, this justification, but standing industry and even national strategic perspective, the electric vehicle charging station business model should be selected carefully.

Although the construction of nationwide charging stations have been started, but the electric car industry is facing a current outstanding issues, namely the lack of uniform standards. The implementation of various enterprise technology standard charging equipment specifications are inconsistent with the use of which countries party to the standard of generally accepted, Sony VGP-BPS9 battery  it can make huge profits. For this reason, the electric car market, “’s crowded,” the lively scene Behind the interests of all parties the right to compete on standards, after all, the decision-making power to choose what kind of business model.

August 2009, led by China Association of Automobile Manufacturers, the FAW, SAIC, Dongfeng, Chang’an, Guangzhou Automobile, Beijing Automotive, heavy truck, Brilliance, Chery, JAC and other domestic vehicle companies set up jointly by 10 “electric vehicles Industry Alliance “, and signed the” joint development of electric vehicles, the Platform for Action, “joint development of electric cars the standard preparations. In the field of electric vehicles, the Alliance shall be the main research plug-in business model. End of the year, Nissan, Zhejiang Condi and CNOOC, China Putian, Zhejiang days to Battery Co., Ltd. and other energy giants reached an agreement, jointly set up the “Chinese electric vehicle industry Promotion Alliance”, wish to extend plug-in business model influence.

The so-called plug-in, run out of power for electric vehicle charging Zhihou find a socket, using this mode, the user usually takes longer the charge time; The so-called “change the battery”, then run out of time when Che Liang 电池, customers will car to the charging stations, to replace a battery and the other prior to the closing costs of a battery using the actual Dianliang, this mode is more convenient in operation, and the owner pays only without the battery bus costs, VGP-BPS8A , VGP-BPL8 purchase price is more affordable.

Obviously, the two business models will lead to a series of disputes between commercial standards. Once the state decided to implement the “change battery” mode of electric vehicles, it means that part of the preparation and commercialization of R & D investment come to naught. This may also explain the country from one side of the subsidies that the delay in the Cause.

Therefore, the electric vehicle charging station business model to select carefully, regardless of which model selection, we should build in self-control based on the core technology should be hidden behind the guard Mo influenced by foreign capital. After all, this is a qualitative change in China’s automobile industry to launch a new starting point of impact, but also its ability to realize self-reliance, thereby leading the “Made in China” to “Created in China” into the critical path.

May 27, Foshan Lighting (000 541) Annual General meeting, Chairman Chung said the letter before the meeting, cooperation with Qinghai Salt Lake Group of lithium carbonate project will initially put into operation in July. In addition, the company acquired 20% stake in China Hi-Tech Tower, the new energy field formed a “development of lithium carbonate – Lithium batteries – electric vehicle applications” a complete industrial chain.

It is reported that lithium reserves in Qinghai Salt Lake has been proved reserves account for more than 90% of the world’s lithium reserves one third of the lake. Minutes before the letter said, Foshan lighting already have brine extraction of lithium carbonate adsorption technology patents, four years ago has been successfully extracted lithium carbonate Apple battery . The company said in July there will be a display of industrialization, when lithium carbonate production capacity of the project size, production cycle and the expected benefits can have a clearer picture. But full-scale production requires a process, the company previously expected to be completed in the first year 3,000 tons of production capacity, the company will display the results and according to market demand, determine the next step of planning.

In addition, the Foshan Lighting announced in the March 20 acquisition of the country 20% stake in Tower Tech. Country Villa Tech with lithium iron phosphate cathode material and battery capacity, and has been successfully used in electric bicycles and storage batteries A1079 , A1185 . January 24 State Hin Tech and Ankai jointly developed 30 electric buses in Hefei Demonstration. Foshan lighting that can be used upstream of lithium resources, the development of lithium battery project for the future formed from the lithium carbonate extraction to the production of lithium battery materials and lithium, and gradually form a new energy industry chain of pure electric cars.

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. “