Monday, October 25, 2010

List of new energy battery listed companies

List of new energy battery listed companies


Battery Jiangsu Guotai (002,091) lithium batteries owned subsidiary of Cathay Pacific Huarong New Chemical Materials Co., Ltd. mainly produce lithium electrolyte and the production of silane coupling agent, lithium battery electrolyte domestic market share of over 30%. Listed companies accounted for 30% of operating profit, the company is expected to lithium-ion batteries with large-scale application development opportunities usher in new

Electrolyte

CITIC Guoan (000839) Li-ion battery subsidiary of the Company - CITIC Guoan MGL Power Technology Co., Ltd. is the largest of the lithium battery cathode material of lithium cobalt oxide and lithium manganese oxide manufacturer, is also the only large-scale production of power Lithium-ion battery manufacturers. During the Olympic Games to MGL products of lithium battery cathode material for the assembly of electric buses in the 50

Cathode material

Fosugufen (000973) Li-ion battery production of lithium battery separator products

Diaphragm

Shanshangufen (600,884) lithium battery lithium battery material production for the domestic number one supplier

TCL Group (000100) Li-ion battery subsidiary production of lithium batteries, lithium batteries are currently no car project

Desai battery (000049) Li-ion battery subsidiary production of lithium batteries, lithium batteries are currently no car project

Corun (600 478) Ni-MH battery is seeking from Toyota HEV Ni-MH battery materials supplier to the finished nickel-hydrogen battery supplier changes. Currently Corun cooperation with them only at the negotiation stage. And Section power far is only a preliminary cooperation and South car Toyota Group, of which CSR pure electric bus project has been on the Section power far more nickel-metal hydride battery pack program approved

Chunlan shares (600,854) Ni-MH battery Chunlan Group R & D 20-100AH series of large-capacity high-energy power Ni-MH battery type

Tongji Science & Technology (600,846) shares of Shanghai Branch of the fuel cell power Chemical Materials Co., Ltd. with 36.23% of the shares. The company engaged in the proton exchange membrane fuel cell materials and components research and development, including innovative chemical structure of the proton exchange resin and the development of proton exchange membrane

Fosun Pharmaceutical (600,196) shares of Fuel Cell Technology Co., Ltd. 36.26% Shanghai divine power of the shares. The company is specialized in proton exchange membrane fuel cell product development and industrialization of high-tech private enterprises, the development of the five series of fuel cell products, the establishment of a full range of small and medium power (0.1kW-30kW) and power ( 30kW-150kW) of the proton exchange membrane fuel cell and power system, fuel cell engine integrated manufacturing technology and mass production capacity and facilities

Shanghai Automotive (600104) fuel cells are the source for shares of Dalian Co., Ltd., the company is the first fuel cell industry is committed to joint-stock enterprises, "fuel cell and hydrogen technologies, National Engineering Research Center" and "post-doctoral research station "won the national recognition in the Chinese Academy of Engineering under the leadership of Mr. Bao-Lian main proton exchange membrane fuel cell technology. Shanghai Automotive Industry (Group) Corporation is the new source for the largest shareholder, Great Wall Electrical equity of 11% shares of 3.42% A new continent

In the Torch High-tech (600 872) company involved in battery industry, with the National High Technology Green Materials Development Center, established in the common high-tech Co., Ltd. Forever is a specialized nickel-metal hydride batteries, nickel-cadmium batteries, lithium batteries, battery, mobile phone battery research and development, production, sales as one of the enterprises in fifteen countries during the period has been responsible for 863 projects - power battery industry research development projects. The company has a number of car manufacturers to provide samples of battery power, the future of national policies and corporate power tram car, driven by mass production, the business is expected to become a new profit growth point

Battery metal resources in Tibet Mining (000 762) has a lithium mining lithium resources in Tibet, reserves of the country first, the world's third largest mining rights for 20 years Salt Lake Zabuye; addition to the shore and the lake outside the natural deposition of lithium carbonate, lithium carbonate content of lake water conservative estimate of up to 200 tons; annual sales volume of about 2,000 tons of lithium carbonate; to lithium iron phosphate, lithium carbonate lithium content in the production process taking into account the depletion of lithium iron phosphate per ton calculation shows that about 0.3 tons of carbonate lithium, each new vehicle is expected to need about 0.08 tons of lithium carbonate; therefore achieve a large-scale application of lithium batteries once the power, mining will be the beneficiaries of Tibet

Your research Platinum (600,459) platinum resources in the fuel cell industry if successful, platinum, or will benefit Shenjiagongye

Jean Nickel (600432) nickel-hydrogen batteries nickel resources development will have a direct expansion of large-scale demand for nickel, the company is expected to benefit from

Baotou Steel Rare Earth (600 111) rare earth rare earth resources, the most important manufacturers of domestic

Xiamen Tungsten (600 549) rare earth resources in Xiamen Tungsten has a 3,000 tons / year production capacity of hydrogen storage alloy powder, 2000 tons / year of the separation of rare earth smelting production capacity and reserves of 13 million tons of rare earth

Currently, the company's hydrogen storage alloy powder in addition to supply domestic companies such as BYD, also made Panasonic, Honda's certification, hydrogen storage alloy powder is expected to further enhance production and sales

Lyrun new material (600,478) mainly produces nickel foam

Rare Earth Hi-Tech (600111) using initial public offering in 1997 raised funds to develop nickel-metal hydride battery project

Table: CITIC Securities Research Department



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Monday, October 18, 2010

Low-grade cobalt prices fall again

Low-grade cobalt prices fall again


Early December, cobalt prices down very fast, low-cost supply on the market are adequate, but the gap between low-grade cobalt prices gradually widening, currently 9-13 dollars / pounds.


Many traders have received many inquiries, but the prices are relatively low interest, and we are reluctant to products sold too low, but the situation has forced them to have to do so.


Currently, there are about 15-20 tonnes of low grade Asian cobalt for sale, delivery in 12 months, the price is $ 9 / lb. To the current price level, the traders said they are more willing to buy and to sell.


Prices are low because a large part of the current downturn in consumption, such as the battery industry, sources said, mobile phone battery manufacturers reflect its production fell by 40%.


A trader said that if production is not reduced by 30%, it is difficult to support the cobalt price.


Chongqing sampling of 10 mobile phone battery chargers, but most of the relevant market selling brand failure


Relevant departments of Chongqing Municipality announced on the mobile phone battery chargers quality inspection reports, sampling of the 30 samples there are 10 failed, the failure of mobile phone battery charger and more popular brands on the market, such as the Scud, Thousand Island and so on.


According to reports, the relevant departments of the Yuzhong District in September of this year's 11 sellers Daping conducted sampling, sampling the Guangdong and Fujian, the production of 30 kinds of mobile phone battery charger. Electrical and electronic goods by Chongqing Quality Supervision, Inspection and Testing Station, of which 10 kinds of mobile phone battery charger failure, a pass rate of 66.7%.


In this regard the relevant departments to remind consumers to purchase mobile phone battery charger, in addition to considering well-known brand, price factors, not to buy information in fuzzy, defects of the goods, or in the event of quality problems, it is difficult to protect their legitimate rights and interests.



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Sunday, October 10, 2010

New Lexus concept car

New Lexus concept car


Automotive design in the automotive industry is now becoming a trend, professional and amateur designers have launched their own design work. Here you described this as a concept car Lexus --- Lexus LF SS concept car, the concept car will show us the next generation GS models will have a look.


According to the designers that this luxury sports sedan with the current GS model has a wheelbase the same, the different styles and models of its drivetrain configuration. In addition to the concept car front body is slightly awkward, but in general terms and its body style is very fashionable.


New Lexus concept car


Lexus LF SS concept car a hybrid powertrain configuration, the system will be a V8 gasoline engine and an electric motor, whose power electric motor that will be a dye-sensitized solar cells to provide, This is a relatively low cost of new solar cells.



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Tuesday, October 5, 2010

Power Battery Plate

Power Battery Plate


Corun limit, Desai battery limit, sailing shares, Tongji Science and Technology (600846, shares) rose, opened the battery plate groups broke out of the curtain. Recently the largest and most shocking news is that "Warren" Buffett stake in BYD, BYD attracted Buffett in the investment and the stimulation of short-term soared, A-share market's collective power batteries subject shares against the market trend continued broke out, the market continued to highlight one of the few, combined with the last congress meeting, highlighted the following important aspects, such as the scientific concept of development is still the future economic and social development of the fundamental guiding ideology, independent innovation, energy saving reduction and restructuring the economy will remain the most important task; particularly energy-saving environmental protection conference repeatedly mentioned in the past, then the battery energy in the project is an important field for the Third Plenary Session expected to provide macro-control policy to a possible opportunity, the market is expected to expand in the short term rally round the policy of the time and space, fit in all the hot spots and policy background, no doubt to the battery plate into the A-share market The new hot spot, so there is no significant rise in mining power battery tape to avoid the risk species will become one of the strategies. Buffett's investment will enable BYD new energy vehicles in the U.S. and Europe to further accelerate the promotion, but also the battery into a new energy trend.


A miserable slump in global stock market context, the American subsidiary of Warren Buffett's MidAmerican Energy Holdings Company announced to the price of 8 yuan per share for 225 million shares of BYD Company Limited Subscription (1211.HK) shares about placing this post BYD 10% share, the total amount of the transaction price of approximately HK 1.8 billion. Subsequently, in the Hong Kong-listed shares of BYD (1211.HK) and BYD Electronic (0285.HK) rose sharply crashed, the stock quickly doubled, so that foreign investors look askance! Buffett's BYD choice mainly because of its new energy technology in the automotive industry innovation, and its battery technology in the next revolutionary change in the automotive industry may play a leading role. Master Renshi Xian Energy Research Institute believes that the Government to promote and encourage the development and utilization of new energy policy will not change. This means that the growing tension in the energy and long-term trend, domestic battery and other items with the listed company full of bright prospects for development. The A share market broke battery plate groups provide us with a great imagination, so the context of a real fuel battery as Aspect of the Great Wall Electrical (600,192, it shares) (600,192) full of fuel cell concept, the company and CAS Dalian Institute of Chemical and other common source for the establishment of new joint-stock companies in Dalian, in proton exchange membrane fuel cell development and production. The company relies on its own intellectual property rights of Chinese Academy of Sciences DICP proton exchange membrane fuel cell technology, will be a variety of fuel cell production technology and product development, commercialization and industrialization of it as soon as possible, while the acquisition of the company to 51.8 million yuan in Lanzhou Electric Factory 100% equity, the company is mainly engaged in the development of wind power equipment manufacturing and high-end motor business, the development of the doubly fed induction wind generator control device technology leader living in China has Xinjiang Wind Energy Company, Guangdong Nanao Wind Power Plant provide such units, will become a new profit growth point. The lower part of the stock is still hovering seems, once funds in the market phase, the imagination will be very large, the proposed focus.



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