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2011年4月18日星期一

Nuclear leak causes storm in Tuen salts grab salt lithium battery as investment

A ridiculous controversy. From the rush of salt, to salt withdrawal, only two days! All this only shows that when people reach a certain extreme emotions when errors arise. As understanding of the industry, understand the market, perhaps it is the opportunity that had not been discovered "gold mine",dell laptop battery or not too concerned about man's "gold mine" of the opportunity!


Not as concerned about the rush of salt lithium battery


In mid-March, due to leakage of nuclear radiation in Japan triggered a burst of panic. March 16 afternoon rush throughout China lift the salt controversy; 17 peak. Salt, less than 2 dollars on weekdays, actually pushed up to 10 yuan; some consumers and even store 30 bags of salt. The Yunnan Salt March 17 to limit the opening also therefore, throughout the day even more firmly sealed in the limit board. In the afternoon, dell Latitude LS battery, dell 2834T battery, dell 4834T battery, dell Inspiron 1520 battery, dell Inspiron 1521 battery, I asked the staff to the Yunnan Salt, and they do not understand that. Because as a professional or have common sense, know - this is a farce. In my opinion, with its rush of salt, we could pause to find the real beneficiaries of the nuclear radiation.


Why? There are two reasons. First, the supply of nuclear radiation on almost no salt. China is the largest mineral salt. It is the last million years of evolution of the terrestrial sea change generated in the process, the original water is constantly evaporating, drying and turned into salt. If these salts are also problems, the global land already affected by nuclear radiation. Where are you spared? What you eat and drink?


Of course, as with the salt, iodine tablets were berserk. This is not just a masterpiece of Chinese Americans, Koreans are the same. dell Latitude LS battery, This is a human decision, to protect themselves and avoid risk. Even he did not know where the risks, but also pushed many people place.


Second, and salt affected by nuclear radiation, the new energy vehicles affected even more. Many factories closed in Japan, leading to a global new energy vehicles (including hybrid cars) battery supply into the problem. Such as the United States, Ford openly expressed fears that Japan's new energy vehicles battery supply.


If you know how powerful lithium battery industry in Japan, you will deeply understand the concerns of the Ford. The world's largest producer of lithium battery industry in Japan, China and South Korea. Japan is both the first commercial implementation of the state lithium batteries, lithium batteries is the largest country market share. About 67% of the global pool of material of lithium production in Japan.


Perhaps you do not understand before how powerful lithium battery industry in Japan, but you should be concerned over Japan's exports to China Rare Earth hold complain. When A State jumped out to complain about another country restrict the amount of mineral exports, then A must be the country's downstream sector is well developed. dell 2834T battery, This is the lithium-based downstream industries, new energy.


Nuclear radiation, work stoppages that began to show the advantages of lithium batteries in China. Even if the nuclear radiation incident resolved, we will consider the global car firms diversify risk, lithium batteries from different vendors of the corresponding products. Of course, China will become the global car firms are one of the goals. After all, China already has a certain amount of soft power. Compared with the year 2000, China Li-ion battery industry for all to see. Before 2000, the global lithium production base by the Japanese monopoly; now China to be among the world's major suppliers of one of the lithium battery industry.


Lithium battery space


If the only alternative to Japan, the production bases of China Li-ion battery space is not as tempting. However, with crude oil prices are rising relative price advantage of new energy vehicles began to appear, the market demand for lithium batteries began to expand. Can even say that the world is entering a period of rapid development of lithium batteries. Beginning in 2010, the global car companies and they have significantly increased the proportion of lithium car is expected from 2010 to 2013 is a fast growing lithium battery electric vehicles, vehicle sales in 2013 will reach 2.26 million lithium batteries, 2015 reached about 371 million.


U.S., China have launched a new energy car allowance policy. In the United States, Obama 825 billion U.S. dollars in economic stimulus plan, and supporting new energy vehicles became a priority. Such as the United States will provide 20 billion dollars in bonuses and loans provided for battery research; provide 4 billion U.S. dollars,dell 4834T battery, federal and local governments for the purchase of new energy vehicles; to provide 10 billion dollars to upgrade the national grid, and ultimately meet the 100 million PHEV charging requirements. In order to stimulate individuals to buy new energy vehicles, in September 2008, the U.S. Congress to extend tax incentives to invest or even to 2016, the share of consumers PHEV 2500-7500 U.S. dollars to give tax breaks.


Production bases, and a series of space to expand the market backdrop, China Li-ion battery industry the opportunity to come!dell Latitude LS battery, dell 2834T battery, dell 4834T battery, dell Inspiron 1520 battery, dell Inspiron 1521 battery, You only need to focus on product quality. If the product quality clearance, do not worry about the needs of lithium products.


Now you go back and look back with no fundamentals supporting the salt, iodine compared to how much lithium battery business opportunity? Indeed, there are some smart people concerned about the lithium battery industry last week in a timely manner - such as the torch high, Keli far, Shanshangufen and so on. Torch High-tech in the last week rose more than 7%. Party and government enterprises in Changzhou, Chengdu Branch of the delegation made a special trip to visit Fang Technology Co., Ltd., and held with the Chinese Academy of Sciences, Chengdu Organic Chemistry Co., Ltd. production and research seminars, to further deepen bilateral cooperation. CAS Chengdu Organic Chemistry Co., Ltd. formerly known as the Chinese Academy of Sciences, Chengdu Institute of Organic Chemistry, in organic synthesis, catalysis, polymer synthesis of new materials research reputation, after several years of technology accumulation, with a number of original innovations. Cooperation between the Company and Changzhou earlier, in 2007 the city established the Chinese Academy of Science and Education Center, Chengdu, Changzhou organic sub-centers,dell Inspiron 1520 battery, and enterprises such as the city Yuan Yu Group to carry out research cooperation.


Yuan Yu Hong Kong-listed group, with strong electronic components designed capacity of independent innovation of new products, the overall strength of the field of mobile communications components into the top three global industry. City by city leaders and the recommendation of go-between science and education, far yu Group and Chengdu, respectively, established in Changzhou Branch to side Energy Technology Co., Ltd., Chengdu, Chinese Academy of Sciences to undertake a comprehensive in lithium aspects of organic products, technologies and R & D team. After 3 years of hard work, Chengdu Branch to side in R & D, pilot production after the success of the first, the production of a new lithium ion battery separator and water-based adhesive, an international initiative; Changzhou Branch to side in the mass production companies will, in science into a new phase of the project the city. The new lithium battery has a higher security and longer life, for communications, home appliances, automobile and other industries, there are several hundred billion dollars in the market space.


Fan Yanqing, secretary of Changzhou Municipal Committee of the Group and the Chinese Academy of Sciences, Chengdu Yu Yuan Organic congratulated the company's successful cooperation. He pointed out that Yu Yuan Group is the leader in high-tech enterprises in Changzhou, innovation and perseverance over the years, has excellent resources for gathering capabilities. Success of the project new lithium battery industry is a technology and capital good cooperation, but also the history of the Group Yuanyu a new milestone for the enterprises to adjust product structure,dell Latitude LS battery, dell 2834T battery, dell 4834T battery, dell Inspiron 1520 battery, dell Inspiron 1521 battery, and enhance innovation capacity, for the information industry leading technology upgrade Changzhou has important demonstration of significance. He hopes to seize new business opportunities and other major energy vehicles to continuously explore new business models, based on increased scientific and technological system and market innovation, restructuring and development of Changzhou and make greater contributions.


CAS Chengdu Organic with a discussion meeting, Chairman Xiongcheng Dong, Fan Yanqing, dell Inspiron 1521 battery, said the new energy, new materials Changzhou represented "a nuclear Eight Garden" building, has been strong interest in Chengdu to support organic companies. Changzhou, according to the "selected projects, building mechanism, setting up the platform", and further support the construction of the center of Changzhou, Changzhou driven innovation capacity, accelerating the pace of construction of innovative city.


2010年10月11日星期一

new power lithium battery industry’s heavy investments in the dynamic

New energy vehicles are also central to the most valuable part of investment, the market shares of capital on the pursuit of power lithium battery is also heating up again.


Yesterday, Cheng Fei integration,dell laptop battery Desai battery Ganfeng Lithium 3 lithium stocks and emerging markets to drive strong lithium battery plate again. Which integrated into the flight from July 6 rose as high as 161% since the resumption of trading. However, information from public view, lithium batteries is not profiteering industry, investors wary of chasing high-quilt.


It need waiting a long time in a year, the seven new industry planning has finally made substantial progress gradually. Following the completion of the National Energy Board prepared and submitted to the “new energy development plan,” after this week there are reports that, led by the Ministry of Industry and the development of “new energy vehicles and automobile industry development plan” has completed the formulation of the draft, by the end of September 7 major strategic development of new industries planning programs all at a time.


In the July 19 rose 7.12% to continue after the integration into selected high flying sideways trend, stock prices remain above 20 Yuan to run. Sideways half a month later, sealing the daily limit yesterday, the stock price has soared 161% since the resumption of trading, while record high.


Yesterday, shares of the overall strength of new energy vehicles. Among them, the lithium is particularly eye-catching concept stock performance, dell 4834T battery, integration into the flight, the battery Desai, Ganfeng Lithium collective daily limit of three units; when l Technology, 100 000 000 Wei Li energy, ocean machine, dell Inspiron 2000 battery, dell Latitude LS battery, dell 2834T battery, dell 4834T battery, the torch high and so are all more than 3% of increase; Section power far, Tibet Mining, CITIC Guoan, Fluoride and other firms also have a good rose.


Lithium stocks is the star of the recent stock market in order to calculate the latest month rose stock index rose 10.2%, but the lithium stocks rise in the number of shares more than 20%. Which, integrated into the fly up about 58.2% a month, leading the entire plate; Branch power away about a month rose 38.2%, followed by; Ocean Motor rose by about 32.06% over the same period gains were only about 10.2%. Jiangsu Guotai, the torch high-tech, mining in Tibet, Desai battery, Fluoride, CITIC Guoan, 100 000 000 Wei Li can, when the rise of science and technology over the past month rose more than 20% also generally outperformed the broader market.


According to “Panorama data terminal decision-making,” dell 2834T battery, Yesterday’s monitoring data shows that industry and Gan Feng Li Fei integrated into the relative ranking among the top five net capital inflows. Shenzhen Stock Exchange’s public information display, the concept of unit operations involved in lithium battery to the main idle capital, institutional capital is rarely seen in the bid chart. Yesterday Ranking of Ganfeng Lithium integrated into the flight, Desai battery no representation on the appearance.


Effect is becoming apparent in the money; the lithium battery relay plate is becoming hot money toys. Has always been sensitive to smell death squads known daily limit sales South Jiefang Road, Ningbo, China Everbright Securities Department, is relieved yesterday sold 4.12 million Yuan into the fly integration, ranked stock sell list first. Show some hot money began to retreat from the hot stock.


Many enterprises have set foot in this popular new power lithium battery industry’s heavy investments in the dynamic behind the lithium battery industry, the actual earnings do?


As the province and even the earliest one of the enterprises involved in Li-ion battery, dell Latitude LS battery, which began in 1999 after years involved in lithium battery industry. But according to the company’s stakeholders that the existing company’s lithium business accounts for 30% of the company’s total revenues to 40% profit margin at 16%, not “profiteering” industry.


To Shanshangufen more well-known in the industry as cathode material, for example, dell Inspiron 2000 battery, dell Latitude LS battery, dell 2834T battery, dell 4834T battery, in 2009 sales revenue of 414.09 million Yuan, net profit of 23.06 million Yuan, the main products of lithium cobalt oxide. 80% of the cost of lithium cobalt oxide fluctuates significantly. Cobalt oxide huge gains in 2008, thus causing Shanshangufen adversely affected gross margin.


In addition, a lithium battery company Huafang Textile be a battery in the field in the formation of leading-edge technology companies, but its 2009 Annual Report, the company’s textile business is still the main motive power battery business has not yet contributed.


In fact, according to the latest research report Guoyuan Securities display, automotive lithium battery industry is gradually becoming a rational industrial chain, dell Inspiron 2000 battery cell companies are also beginning to profit from the losses. However, the current-related companies are only in small batch production phase, production and marketing costs are high, and Pinzhong, brand relative one, from large-scale production have a long way to go, lithium batteries have yet to be excavated for future investment opportunities.