1, the new energy vehicles due to the large market, cost-effective, energy-saving features, laptop battery,low-carbon path in a preferred position.
China's low-carbon path to consider a low-carbon economic system development, at this stage to consider the cost of priority, in order to market means the development of low-carbon economy, new energy, the automotive industry because of its apple relatively large market that can drive the upstream and downstream development of the industry and stimulate consumption, but also has energy-saving The economy, in the low-carbon path in a preferred position.
2, the new energy vehicles will become a national strategy, national support efforts will exceed the other low-carbon industries.
In March 2010, Development and Reform Commission will be promulgated, "new energy vehicle development program," new energy vehicles will be raised to national strategy, it will be a major opportunity for new energy development. In all low-carbon industries, the importance of new energy vehicles top row, the intensity is expected to exceed state support for solar A1175 energy, wind power and other industries.
3,2011 years of new energy vehicles up to 50 million units, driving demand for more than 50% cell growth, with the penetration of lithium batteries improve in the next three can maintain 50% annual growth.
A huge amount of car batteries, an electric vehicle than 4000 laptops, each car average 50 kg of cathode materials, anode materials, 40 kg, 40 kg of electrolyte. If the use of vehicles by 20% for lithium batteries (10 million cars) could also contribute 5,000 tons of positive, negative 4,000 tons, 4,000 tons of electrolyte. 2009 domestic demand for 8,000 tons of the electrolyte, only 50% increase in auto demand. With the penetration of lithium MacBook Pro 15 inch battery will increase, more vehicles to use lithium batteries, the next three years, lithium batteries can maintain 50% growth.
4, new energy vehicle development, battery manufacturers benefit from the largest vehicle manufacturer was less affected.
2009 national automobile production and sales 13 million, 500 thousand new energy vehicles little impact on the vehicle. Due to higher prices of new energy vehicles, vehicle lower margin, profit, mainly in the upper reaches of the A1078, electronic control and generator links.
5, lithium batteries higher gross margin, with actual results support the concept of new energy all the more desirable.
Gross margin: 30 percent positive and negative 20%, the electrolyte 40%, diaphragm 70%, Lithium hexafluorophosphate 70%.
Companies have considerable profitability. Industry, rapid technological changes, bottlenecks higher cathode, anode material in the supply-demand balance, electrolyte membrane for the technical content of the highest part of the product in short supply a comprehensive analysis of new energy vehicles in low-carbon economy, will give priority to the development of battery materials company benefit from the largest companies have a genuine performance of battery materials support, and the A1045 market to maintain three years of continuous growth, and PowerBook G4 15 battery industry has the explosive development may be.


