The person said, “within a few years,LTN154X1 Screen  lithium-ion battery market will exceed the global mobile phone market size lithium-ion battery.

This change will lead to the battery manufacturing related to a new round of investment. At the same time, many new entrants to the lithium-ion battery manufacturers and materials related to the field of technology will enable more intense competition.

At the same time, the application of lithium-ion battery electric vehicle market shift from mobile phones and smart grid in the field.

Experts presented a series of data show that the global electric vehicle market to grow from 25 billion yen in 2009, surged to 300 billion yen in 2010, and in 2012 more than portable electronics market to reach 1.58 trillion yen. 2014 will reach 2.25 trillion yen - the market in 5 years will grow 90 times.

In addition, solar and wind power and other renewable energy power generation, large-capacity lithium-ion battery can store power to ensure stable power supply. For this application, only one product sodium sulfide battery.

Large-capacity lithium-ion battery applications is quite broad. After 2015, or even access to public buildings and homes. Grid Corporation of China is also active in 10MWh-class lithium-ion battery energy storage system pilot project.

A macro can not explain share market, LTN141W3 Screen a sudden loss of representation on the Shanghai Composite Index, more than one third of the stock record shows that our market has entered a special era. 8 months late, I have this situation and have a little hunch and 23, wrote “the madman country, you will not be as crazy fool,” a text, then the market has also proved some of my concerns.

Quotes main line clear

Electric cars plate no doubt led the market’s main line in this round, in which rare earth permanent magnet and the lithium battery 21% respectively and 12.9% among the industry gain the championship plate. Electric vehicles is really a big story, and it also matches the investor’s super warm and stories are endless imagination, but a special time in the market game, just like firewood they encounter fire, rapidly Negative effect and Precaution. Why we can not blame the market crazy, because the future is a basic element of the stock market game, as to whether excessive speculation, only made it clear after the tide goes out.

This is a great story of new energy may be falsified quickly, but the logic in the form of fairly clear. First 5 trillion of new energy plan is the overall government-led, it should be a little honesty; Secondly, environmental, consumer, high technology and transformation is the most appropriate field of electric vehicles. Third, the core of electric vehicle motor and lithium batteries, both of the upstream bottleneck is the rare-earth permanent magnet materials and lithium. Zan Chinese high-tech not working, but to understand the economic value of monopoly, the speculation this week happens to be around ownership of resources in both areas commenced.

Market bubble began to show

Trends from the management perspective, has been for the bubble began to contain the new energy. From Foshan Lighting [0.00 0.00%] of the investigation was suspended, to integrate into the fly [0.00 0.00%] of the repeated suspension, all manifestations of the management of care and thought, but the lithium fire is still raging. After all, the new energy plan announced soon, the biggest industry in China stimulus plans, and the story of King speculation hand a golden opportunity, flew into a sub-game seems to break the law. So, as long as the shares are not subject to suspension of all this last round of estimates will appear. If the CAC integration and Foshan Lighting alive, the market will present more than the theme, when they stranded after the concept had to dominate the lithium resources.

No one knows what the plate will be crazy to the extent, but my idea is: starting from next week you can stop buying this plate, while the game when selling Zexu observation status and number of indirect factors. For example, Tian Qi Li industry [85.85 -3.05%] more than 100 yuan, and lithium resources stocks more than 50, and plate index rose more than 20% again, may be a dangerous signal. The best is to sell the stock when no solution of the problem, because we are not with God game, so there can be no definite number of limits to what investors in the story of Ren Ke is the closing level of the key.

Johnson Controls is one of the world’s five hundred, a unit of battery energy power system is a global supplier of industry leading brands, will invest in battery manufacturing plant in Fuling, production scale reached 120 million.

Anticipation describes the development of Chongqing.Inspiron 1721 battery He said that car production in Chongqing province, the country ranks second only to Shanghai. This year, output reached 500,000 vehicles in Chongqing, is expected to break 4 million after 5 years, in the process, there will be a large number of batteries needed, Johnson and Chongqing, the company’s products form a complete automobile industry. Meanwhile, the Chinese auto market is very large, Johnson companies can set up factories in Chongqing, radiation throughout the Chinese market. He said, Chongqing is an important transport hub, rail, road network, there are major airports and ports, Zhe Yang traffic conditions, the product of transport exports Fei Chang convenience, in addition, Chongqing has good industrial base, is now Zaigao Su’s industrialization process, “Johnson’s choice of Chongqing is right.”

Anticipation for the meeting and thanked Raleigh, said the investment in the project Fuling, is Johnson’s biggest production base in China. Currently, Johnson is only in China, in Shanghai, layout, location of Chongqing, Chongqing, China is the Chinese and the importance of future development, hoping to further become a partner of Chongqing.

The two sides also on sustainable development and clean energy such issues as communication.

As for energy and the development trend of environmental protection, Inspiron 9400 batteryaccelerate training and development of new energy vehicles have become change the growth mode, adjust the economic structure of the important policy decisions and effective way. A variety of energy storage batteries, battery, and new techniques, new technologies have made great progress and development.

The rapid development of China’s battery industry, has become the world’s production and export of battery power, the 2008 production of various types of chemical batteries, more than 36 billion, solar cell production over 2000MW, the battery output value reached 200 billion yuan, in 2008 exports reached 254 types of chemical batteries 100 million, exports of solar 1960MW, battery export volume more than 18.1 billion U.S. dollars. Bohai Rim region in recent years the rapid progress in the battery industry, the agglomeration effect, boosting the North region the rapid development of energy-saving environmental protection.

This year’s Expo will be held in Shanghai in solar photovoltaic applications, the largest building integrated photovoltaic, technology up, and the energy storage battery in the car use, has a strong leading effect. Indicates that this will be a great development after the broad market space and the rapid formation.

For the highly competitive domestic and international markets, “2010 International energy storage, power battery industry and Technology Exhibition” held in Tianjin, the rapid rise reflects the Bohai Sea region in the energy storage, power battery industry, on strengths and rapid radiation in Northeast Asia geographical advantages, for manufacturers and buyers build zero distance communication, fast and powerful trading platform.

This exhibition shows various regions of concentrated power batteries and solar energy industry in the latest leading technology and products. Exhibition area of 17,000 square meters, will be divided into new energy vehicles, energy storage, power battery Pavilion, energy saving and renewable energy exhibition. Show focuses on showcasing new energy vehicles, power lithium batteries, fuel cells, storage batteries, super capacitors, solar cells and battery industry chain and downstream enterprises of new products, new technologies.

There will be nearly 300 enterprises will be participating, BYD, China Poly Lei days, Li Chang, Japan’s Itochu, Japan Ganges Electrical, HB Group, the Netherlands, Germany, PEC, Germany FROETEK company, the first special energy, Taiwan’s Chen Tech, Mikrouna, Beijing day Chennai, Hite Group, Yun Feng Group, lion, Linking win laser, new buildings power spectrum Enterprises Niger testing portrait exhibit in the same time, nearly ten thousand names from home and abroad to attract the professional audience and buyers to purchase will observe, which caused the show to play a large green northern region, low-carbon economic life of the exchange trade event.

With the rise of the new energy industry, B154EW08China’s photovoltaic power generation into the rapid development stage. It is predicted that by 2030, renewable energy in total energy structure will account for more than 30%, while solar photovoltaic power supply in the world in the proportion of total will reach over 10%; to 2040, renewable energy will be more than 50% of total energy consumption, solar photovoltaic power will account for more than 20%; to the 21 end of the century, renewable energy will account for 80% of the energy structure above, solar power will account for more than 60%.

Use of abundant solar energy resources in the development of solar cell industry is of great significance. It is not only one of us to develop new energy mandate is to expand new energy diversification and sustainability of the open!

Currently without forming photovoltaic product standards, resulting in uneven quality of PV products. Photovoltaic technology is key solar components. Solar cells in series can be formed after the package to protect a large area of solar cells, coupled with the power controller and other components to form a photovoltaic device.

As the solar PV industry are unique, from ingot to the component, the output of each production processes can be used as products enter the market, the battery is the case. Battery quality is good or bad, directly affects the performance of components, so an urgent need to develop solar cells on the product standards to ensure the battery quality, so as to guarantee product quality components.

Turning to the future production and construction company,B154EW02 moved to An Yaohua Glass Co., Ltd. head confidently said: “We will scientific scheduling, reasonable construction, the premise of ensuring safety and quality, accelerating the project’s construction progress, construction of science break problem, the full protection of works put into operation as scheduled, to fill the gaps, as soon as possible for the ‘charm Steel City, Green Qian’an’ contributions to the building. “

It is understood that the alliance is mainly taking into consideration the PV industry is still room for growth on vertical integration, in particular, B150PG01integration of solar systems still lack the energy of another integration through the establishment of the Association of 4 major alliances to enhance Taiwan’s industry in the international market The competitiveness expect to use industry alliance platform to help Tigong photovoltaic demand of industrial development, mainly to the development of critical components process, equipment, materials, components Ji new Yingyongchanpin technologies to establish Nenghe Zuo strategyalliances, global market Buju such cooperation platform.

Until recently, at the “second electric vehicles battery and motor technology International Conference”,B156XW01 Ouyang Ming Professor Kao said in his speech, the development of new energy vehicles in China in three stages are: hybrid, small pure electric, pure electric drive sedan senior, to reach the third stage, the energy density of individual cells to be more in 400Wh/kg, “the next generation battery” concept is emphasized once again!

Currently, the technical aspects of electric vehicles is the largest energy density. Today, both the nickel-metal hydride batteries or lithium ion batteries, the energy density are some limitations, not the mileage, compared with the internal combustion engine vehicles. We urgently need to develop high energy density of the power supply to ensure that our future generations can enjoy the green environment and good life.

In the Ministry of Science, Fudan University and other departments concerned with the support of scheduled September 16, 2010 held in Shanghai for the first time the “future energy supply electric vehicles symposium,” multi-talents together and exchange the latest results, reunion multi consensus to promote the development of new energy automotive industry.

In addition, organized by the Government of Jiading District, Shanghai, easy trade exhibition co-organized the 2010 Shanghai International Forum of new energy vehicles will be 19-22 October 2010 in Shanghai New Energy and Industrial and organize key components industry base, looking concerned.

Purification technology to be a breakthrough

With the electric car the dawn of industrial production is becoming as essential for production of battery material, lithium carbonate and more attention.

“The current low-end industrial grade lithium carbonate in a slight surplus, while the high battery level carbonated slightly nervous. If the technique can not successfully break through, and the promotion of electric vehicles smoothly, then the battery grade lithium carbonate will be a shortage situation.” Guotai Junan analyst told reporter.

Extraction of lithium carbonate ore extraction and salt into brine extraction. Currently, 80% of global production of lithium carbonate for the extraction of salt lake brine. As the immature technology of extraction of lithium salt lake in China, compared with 80% ore extraction.

“Preparation of high purity lithium carbonate of lithium carbonate industry in China and the world of a technical bottleneck.” Sang Yong Liang, currently the production of battery grade lithium carbonate, or rely on high-quality salt. Up to now, the direct extraction of lithium from salt lake brine produced lithium carbonate can only reach the industrial level (99.5%, magnesium, sodium and chloride content of substandard root), production of battery grade lithium carbonate need to be further purified further processing.

His analysis, the difficulties faced by domestic enterprises in general is verified through laboratory parameters can not be applied to industrial production output is always the ideal product, one of the reasons for this may include: large-scale industrialization, the introduction of drug dose accuracy is not enough; introduced the production of other impurities; response to unevenness.

“Ganfeng Lithium as a few domestic battery grade lithium carbonate from brine through the enterprise, if the business cooperation with upstream resources, China will become an important force in lithium carbonate industry.” Sang Yong Liang said.

Battery grade lithium carbonate will be slightly tight

It is understood that the purity of lithium carbonate and lithium material quality (such as the charge capacity of the size of the discharge rate of speed, etc.) is closely related to good or bad. Relative to the industrial grade lithium carbonate materials, battery grade lithium carbonate material requirements more stringent, the price is also higher.

As with other raw materials,B156XW01 V.0 lithium carbonate prices from 2005 to 2008, has experienced a rise, but after the price of different grades of lithium carbonate showed different trends. Low-end industrial grade lithium carbonate as the main application in the traditional industrial sector, prices fell sharply, from 60,000 yuan / ton down to 35,000 -4.0 10,000 yuan / ton. High-grade lithium batteries (99.9%) lithium battery due to the rise and supply tight, prices fell slightly, after they had been kept at 50,000 yuan / ton high.

Sang Yong Liang in the view, as a non-lithium metal futures market, tight supply and demand balance and high industry concentration will support the future high price of lithium carbonate.

“Development of electric vehicles in 2009 as the starting year, the main international and domestic automobile manufacturers have begun to set foot in lithium battery automotive industry. Lithium battery industry, the rapid growth, particularly in mass production electric car needs a huge upgrade to the lithium carbonate is the carbonate the next few years Lithium downstream the main engine of demand growth. “Sang Yong Liang think.

According to his speculation, only electric cars by 2015 the demand for lithium carbonate industry will reach 70 thousand tons / year, if coupled with the needs of traditional industries, is expected to total global lithium carbonate demand will exceed 200,000 tons / year. However, the current situation is a slight excess of low-end industrial grade lithium carbonate, and high-tension battery level is slightly carbonated. He believes that the next few years, industrial grade lithium carbonate may be over-supply of battery grade lithium carbonate is in short supply.

At present, the lithium market is highly concentrated industries, the world’s top three companies hold a total of more than 65% market share. But with the development of other lithium carbonate manufacturers, especially Chinese companies gradually increase production, which will put pressure on product prices.

Sang Yong Liang believes that the future price of battery grade lithium carbonate probability of maintaining stability, the biggest variable is the growth of the downstream electric vehicles as well as China lithium carbonate purification technology progress. The industrial grade lithium carbonate is an over-supply situation now, because of technical content is not high, this part of the domestic production grew rapidly, expected future prices will be suppressed and slightly down.

The Chinese solar wafer maker agreed in July this year to December 2013, HSD101PFW2 the Sun Optical technology provides 402 megawatts of polysilicon films.

ReneSola also be compared to Neo Solar Power Group provides more than 293 megawatts of silicon wafers, and also from October 2010 to December 2013, for the latter to provide 140 megawatts of silicon wafers.

Sun Optical hope this order will improve on its earnings this year to achieve 2.5 billion Taiwan dollars (7,788 million) -30 million on growth in the NT. This year in July, the company earnings reached 2.63 billion U.S. dollars, growth of 37.6%.

At the same time, the new Solar (Taiwan Stock Exchange Code: 3561) two months of 2010, the total income of NT 1,880 million, compared with the same period in 2009, up 51%. This year in March, the company announced the expansion of its solar cell production capacity to 800 MW projects.

ReneSola Chief Executive Officer Li Xianshou said, ReneSola chip low-power efficiency and competitive prices have attracted such as Sun Microsystems and a new family and a number of strategic customers sunlight.

“We will continue with the downstream solar energy companies signed a new long-term contracts to strengthen our core chip business.” He added.

ReneSola hope that more customers will buy its solar wafers expected in the year 2010 reflected Guidelines, it included 900 MW -950 MW of solar energy products shipments. The company has shipped the first quarter of this year, 242.2 MW in the second quarter, shipments of 258.3 MW.

ReneSola will also be in this year its annual solar wafer manufacturing capacity increased to 1,200 MW to meet the growing demand for solar products. 2011, which will further enhance to 1,800 megawatts.

In addition, the company is also involved in silicon, solar cells and modules manufacturing business. In the second quarter, the company achieved capacity of 375 MW and 240 MW component of the battery capacity.

ReneSola (NYSE: SOL) 2009 in Sichuan Province, built a 3,000 tons of polysilicon production plant. The polysilicon plant expected to produce 1,500 tons to 1,700 tons of products.

According to Frost & Sullivan, a research, solar energy industry this year in the Asia Pacific region, especially in Japan, Korea, Australia, Taiwan, Malaysia and Thailand achieve development momentum, as the region’s solar energy and resources, the technology has the module features and easily development and growth.

Investors will also enjoy lower prices, over supply and the regional government subsidies for solar projects.