Lithium battery hype value of geometry
The long-depressed stock market finally ushered in a wave rally last week, the harvest of five Yangxian the same time, the Shanghai stock market rebounded 6%, the Shenzhen market rebounded 17%. The major sections you Changba me play, highlights the market wave after wave of enthusiasm is risen. But to say that one of the most eye-catching plates, it is none other than non-new energy.
20, in the first half of 2010 the economic situation of the energy conference, the National Energy Board Planning Division river ice revealed the "new energy industry planning" related news, this positive impact of the new energy sector rose, while the development of new energy Auto is planning one of them. Among them, the lithium battery industry is undoubtedly the new energy automotive industry sector in the most promising sector.
Shine on the concept of the lithium battery when it appeared in a particular listed company, which is announced on Wednesday announced its withdrawal from lithium battery industry Magicstor [7.52 -1.83%] (600 920). Why is the market in both good policy case lithium batteries Huiton opt out? This exit will move on Magicstor what impact? Future developments in the field of lithium batteries how? On this series of questions, the reporter conducted some interviews and surveys.
Lithium long-term business losses
July 21, Magicstor company held its third Board eighth meeting, and at the meeting examined and adopted the company's lithium business exit the motion, which Magicstor all held to be transferred outside Guizhou Aerospace Power Technology Co., Ltd. (hereinafter referred to aerospace power) shares. Notice that in Magicstor, Magicstor made this decision mainly because of poor management aerospace supply company, in 2009, operating income was 87.66 million yuan, loss of 17.46 million yuan. A large number of losses down the company's profitability. And this situation has not been significantly improved this year, aerospace power in the first quarter operating income of 20.66 million yuan, loss of 1.46 million yuan. Long-term loss of leisure finally loss Magicstor patience of lithium battery business, the company determined to sell their entire stake aerospace power. The company currently holds a 37.81% Huiton equity and loan guarantees to provide 12.9 million yuan.
Reporters on the matter of Magicstor company conducted a telephone interview, the company insisted that all parties a message to notice. Magicstor recently announced that, due to space power losses, the company improve profitability, the company decided to transfer all the shares. This transfer of shares of aerospace power in line with company's development strategy will help the company improve the efficiency of resource allocation, focus on core business unit strategy, enhance core competitiveness. After the transfer, the company is no longer a shareholder of space power, space power will no longer be included in the consolidated financial statements of the scope of the company, will help improve the company's overall operational efficiency, aerospace power will lift 12.9 million in loans to provide security, help reduce the company's operational risks. This is in line with company's development strategy, is consistent with the interests of all shareholders.
Transfer of ownership is indeed a wise
How should we treat Magicstor that this approach? State Securities [14.49 1.05%] New energy analyst Mao Rui believes that this is a very normal behavior.
As the current long-term space power loss, in the performance of Magicstor had not a small negative impact, although the policy is expected to support visible, but for space power is not necessarily able to enjoy preferential policies. Aerospace power is the main business of lithium batteries for mobile phones in the domestic production, as has been weak competitiveness of domestic mobile phone market share has been limited, space power perennial losses, coupled with very low threshold for cell phone lithium battery production, small start-up capital, technical low level of market competition is very fierce. The recent capital market is very hot lithium battery concept is aimed at the car battery and other battery. Type of battery R & D costs are very high early on capital, technology requirements are very high; with aging facilities and space power, capital and technology are difficult to compliance, the transition difficult, transfer of shares refused to concede defeat.
Generally believed that the share transfer is indeed able to eliminate the operating loss of aerospace power's negative impact on company performance, but due to the current lithium battery concept is very popular in the market, which to some extent, reduce the operation of the subject company's share price space, this approach is There are double-sided nature. The share price has not sued GS for its hot and blew out the lithium battery, 21 after the announcement, although the company's share price all the way to shock, but Friday's closing price is still 7.52 yuan, compared with the opening price of 7.72 yuan 21 only at least two cents.
Mao Rui pointed out that this phenomenon is very normal. Although the Shanghai Stock Exchange last week, out of 5 with Yang, but mainly for the disk in the oversold rebound plate, is a kind of oversold stocks valuation. The concept of short-term speculation is not much, but the concept as a long-term lithium hot topic as the state's new energy policy implementation and continue to be market speculation. In fact, even the concept of lithium-related stocks, the recent trend is not satisfactory, simply follow the broader market rebounded only synchronous, not too many bright spots. Market for lithium battery industry, "good-looking does not make money" should be more clear understanding.
Still need to develop lithium industry
Li-ion battery business for the mobile phone market year-round losses, and that for the lithium battery in the battery business then? It also looks like a mirage just beautiful? Correspondents have made the following investigation.
Mao Rui pointed out that the lithium battery industry started late, Although the increase of national policy support, but the new energy automobile market, the process has developed slowly, so far, no large-scale emergence of listing; combined with policy implications, have power over many lithium battery project, which to some extent exacerbated the lithium battery industry, market competition, resulting in a structural overcapacity, oversupply, leading to widespread downturn in corporate marketing lithium batteries.
The final analysis, our core technology, the lack of lithium battery, lithium battery industry in China is leading to poor operating levels, the root cause of competition is too low. Lithium battery industry chain mainly consists of three parts: the upper reaches of lithium ore resources, lithium raw materials (including cathode material, anode material, separator, electrolyte) and battery manufacturing and packaging. Technically, the lithium battery materials, the highest threshold of thin film technology, now basically dependent on imports. Currently, only domestic Fosugufen [12.27 -0.65%] (000,973), a subsidiary of Jinhui High-Tech, Dongguan Star-source technology, Henan Xinxiang Douglas.Ryan, the parties and other subjects to provide a small lithium battery manufacturers have to use the diaphragm. Lithium carbonate and lithium is lithium material in the upper reaches of the key raw material, is currently the oligopoly structure of foreign companies.
Proposed the establishment of Jiangsu province mechanism for joint prevention and control of air pollution
Jiangsu provincial government has issued "on the implementation of projects to improve the atmospheric environment of the Blue Sky" and proposed the establishment of the province's air pollution mechanism for joint prevention and control, specifically the province by 2015 air pollution control objectives and tasks, make scientific research in a comprehensive, defense joint control, improve the policy and specific arrangements such as facilities management by objectives. One that will petrochemical and coatings, inks, adhesives, coating and other manufacturing enterprises to carry out compulsory clean production examination, strictly control the process of fugitive emissions of organic gases; encourage producers to implement environmental labeling product certification, the phasing out high content of volatile organic compounds in paints, coatings products.
Solar inverter market is about to start
Solar power generation system is composed of AC solar panels, charge controllers, inverters and batteries composed of. Solar inverter which is a key component of the entire solar system. Because of direct solar energy output are generally 12VDC, 24VDC, 48VDC. If you want to 220VAC to provide electrical power, solar power system needs to be issued by the DC can be converted into AC power, which
When you need to use one inverter. In addition, it can be a variable DC output of photovoltaic cells convert into a clean sinusoidal current at 50 or 60Hz, but also very suitable for the commercial power grid or local power grid to provide power. With the development of solar PV market, solar inverter market will inevitably bring a new spring. Isuppli's 2012 solar inverter shipments will reach 723,300, an increase of 13 times more than in 2008.
AMAT decided to withdraw from thin-film silicon solar cell business
U.S. Applied Materials (Applied Materials, AMAT) open a consecutive operating deficit of energy and environmental solutions sector (Energy and Environmental Solutions: EES) of the reorganization plan. The company sets out to provide thin-film silicon solar cell production line of integrated solutions business (Turnkey Solution), instead committed to crystalline silicon solar cell and LED business. However, CVD equipment, and sputtering devices with thin-film silicon solar cell manufacturing equipment business will continue.
Previously, AMAT has been "SunFab" thin-film silicon solar cell to carry out the overall solution for the core business of solar cells. The provision of total solutions, and promoting the popularization of solar cells. On the other hand, the business is also vulnerable to governments to develop energy policy impact. And the need for user support, ongoing business to bear the "heavy burden" (Applied Materials Japan). The business is difficult to obtain the resulting profits. In fact, with the recovery of the economic situation, sales and other departments have expanded in operating profit, only the EES department continuous deficit.
AMAT that the restructuring will take $ 375 million to 400 million cost of $ 25 million, but the EES department can cut operating expenses over $ 100 million. After the reorganization, EES department began to become available from the 2011 annual profit sector. The company will continue to provide support to existing SunFab. In addition, CVD will continue to carry out sputtering devices, equipment and manufacturing operations in a single device, so will continue to improve efficiency and productivity for the purpose of research and development. In addition, set up in China's solar cell R & D base will change the direction of R & D is committed to crystalline silicon solar cells and other products.
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