From the political, environmental and resource perspective, the development of new Laptop Battery energy vehicles and photovoltaic industry, in fact, energy-saving emission reduction, is a low-carbon model of economic development an important component.
First, new energy vehicles: "Manufacturer excess" intense competition brought about
The amount of car ownership increased year by year, as of August 2009 nearly 72 million, to increase the proportion of oil consumption. In September 2008 we have made new energy cars domestic first paper reported that "hybrid vehicles within the next 3-5 years, the main battlefield of manufacturers, power cell vehicles is the future major development directions", individuals remain at the original point of view. Hybrid technology is relatively mature, and their use of the current environment is relatively friendly, so in the next 3-5 years or even longer period of time, as the level of technology increases and state-subsidized policies, the gradual implementation of hybrid cars will gradually be achieved using economy; pure battery-powered vehicles that it is technically still in the development Portege 4000 stage, but have a good environment-friendly modes of operation, it remains an important future direction of development.
Whether hybrid or battery-powered cars, is one of its core components battery cell. In the current circumstances, the nickel-metal hydride battery technology is relatively mature, mainly applicable to the development of hybrid cars, Toyota's Prius hybrid electric vehicle is used in nickel-metal hydride battery, and domestic passenger cars is currently used in the majority of hybrid nickel-metal hydride battery also main. Lithium-ion batteries because of its good energy and specific power than that applied to power battery cars, but the current level of technology it is still hard to meet the large-scale production.
Domestic development of new energy vehicles there are two main issues, namely, policy, and the other is technical. Although the first half of 2009 the state has adopted a series of policies to develop new energy vehicles, such as passenger cars on the new energy subsidies and the relative failure of the new energy policy bus subsidies, but the intensity and breadth of subsidies is still limited, follow-up to the perfection and subsidy policies enforcement will determine Satellite A10 the size of the domestic car market new energy; related industries in the state has adopted the policy, whether it is a joint venture or their own brands, whether I believe or not believe that the future of new energy vehicles, are announced the development of new energy vehicles, while other industries Some enterprises also announced to enter the field of new energy vehicles in future, "manufacturers surplus" situation is difficult to avoid; from technically speaking, most enterprises in the initial investment stage is still not mature enough, it is difficult to form mass production product, take time away from revenue-generating . Such government-led business model of large-scale investment will allow the industry growth rate than expected, but for enterprises, will face more intense competition.
The new energy vehicles the size of the existing market and future vehicle plant is an inevitable trend of fierce competition, industry investment in the main line is to have a good technical basis for the critical parts enterprises and resource types of businesses related to power batteries of various production processes, including the electrolyte, positive and negative, Satellite A100 battery production, and should focus on lithium resources and so on.
Second, photovoltaic industry: Good prospects for the development costs continued to decline
The domestic photovoltaic industry has experienced a rapid growth to near stagnation stage.
Course of the development of domestic enterprises from the downstream to upstream stages of an extension of the first half of polysilicon production in the 2005-2008 session windfall circumstances, began to invest at a low level of domestic polysilicon production lines, according to the 2009 annual capacity to design, internal self - expansion after 2006 will lead to global production capacity doubled. The outbreak of the financial crisis, as well as changes in supply Satellite A70 and demand makes the polysilicon prices continued to fall.
From a domestic situation, the development of photovoltaic market is a long-term goal, the current policy continued to show ambiguity. Although the cost of silicon-based solar power since 2006, has plummeted, but lower than conventional energy is still high, according to our calculations, the cost of basic in the 1.3-2 Yuan / KWh between the cost of curbing excessive PV products in the domestic large-scale promotion. The current situation from a business point of view, short-term operational pressures are still larger scale of the industry's rapid expansion of the formation of a radical domestic and international market competition, domestic firms passively accept the one hand, excessive competition brought about by internal than international market prices at the same time must also worry about Satellite A75 excessive competition brought about by pressure from anti-dumping.
Of course, excessive competition gives to the industry is not entirely a negative impact, such as excessive competition will lead to skills enhancement, continuing to reduce cost of electricity makes the photovoltaic industry, the prospect of a more clarified; the same time, cases of excessive competition will lead to industry to re-wash license, and regulate the industry, which will help industry to be more healthy development. Thus, from an investment point of view, we prefer the stronger, with a complete industrial chain, with the core technology and cost control, better business, the second half of the need to focus on climate change in Copenhagen in mid-December before the General Assembly changes in state policy with years of investment Tecra 8000 opportunities.
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