Energy saving and new energy planning for the automobile industry development policy and, once implemented a package of support, will trigger a new wave in the wave of the market for new energy vehicles. But a closer examination of all related sectors of industry, because of differences in the localization of the major industries in which different degrees of difference between the industry chain for the benefit of a lot. Most experts interviewed believe that the basic order for the benefit of the industry is the battery, motor, power plants and other parts and accessories for the best service, followed by vehicle manufacturers, the area upstream of materials again.
Battery, Power Plant
The value of most investments link
In the new energy automotive industry, which in the field of “cake” Max? With the emergence of new energy technologies, companies in time of the internal combustion engine vehicle to shine for the other case is replaced by a number of parts from the industry across the threshold of hope, become Member car manufacturers. Analysts said the market increases, the battery, motor and other component manufacturers the most benefit, most importantly, the manufacturer of these parts or modify the current structure of the automotive industry.
Industry experts said that in internal combustion engines of the time, the value of complete vehicle business, which represents 25% of a car, 75% of the cost of parts and components supplier in. At the era of electric vehicles, a car almost 90% of the manufacturing cost will be spent on parts and components sectors, much is the car battery.
“The battery is the string of new energy automotive industry is the most important part of the value of the investment. Compared with conventional cars, vehicles with new energy essentially determines the performance of the battery of the vehicle driving performance “. Analyst Wang Jing said.
new energy battery is the most automobile key basis, as provided lithium-ion batteries will soon become an alternative public to the Ni-MH battery, lithium battery powered vehicles on the new power demand-pull as a means separate institutions for discussion. Clearly, dell gd761 , the lithium-ion batteries, electric motors electric control companies in the automotive industry related to the chain will face greater opportunities for development.
“Europe, the United States, Japan, the traditional engine cars have a greater advantage of the hybrid H EV in Japan have a greater advantage, and a large number of patent applications. China within two tracks are little more than foreign industry. China selected plug-in hybrid EV PH, EV electric line, a goal of long-term development consistent with the automotive industry, while China in the battery, engine the resources of lithium, the Earth’s resources have a comparative advantage (310,368, fund it), there are long-term benefits of new energy vehicles in development. “CRE securities analyst Gregory believes that online base of the lithium battery positive determination.
“Automatic support new policy and greater energy, has made clear its path of long-term development, gradually feed the needs of the market, but can grow to be as expected. In the development of electric vehicles, batteries benefit from a greater variety of China has been more negative and the electrolyte mature, sony vgp-bps8 , positive gradually mature, mass production is now mainly to solve the stability problem. Lithium is the general trend of development in the long term. “CRE Securities expects the new energy vehicles in 2012 will exceed 100,000, 6 billion battery industry can lead the market in the next three annual growth of over 50%.
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