laptop and notebook

National has released a new energy vehicles subsidies, five pilot cities will be private purchase, registration and use of plug-in hybrid electric passenger cars and passenger cars to provide subsidies. For this policy will be the impact of related industries, we conducted an analysis for investors:

We believe that the motor and the control system companies benefit most. The development of new energy vehicles, the core objective of electrification, electrification of progressive line is: the traditional hybrid vehicles, plug-in hybrid vehicles, RN873 , Inspiron 1525 battery pure electric vehicles. No matter what type of new energy vehicles, require the introduction of motor and control system equipment. It is therefore recommended investors to focus on investment opportunities in motor industry chain, the focus of listed companies with the motor and control system (ocean motor, the dawn of shares), motor NdFeB (Zhong Ke San Huan, Hengdian DMEGC ).

The same time, as the cathode material lithium iron phosphate lithium battery industry chain will focus on benefit. Within the overall policy, the Government’s main support for the direction of the plug-in hybrid vehicles and pure electric vehicles, the main benefit to the industry chain as lithium iron phosphate as cathode material for lithium battery industry chain, to benefit the areas of vehicle-related businesses, charging equipment company, focused on listed companies including: lithium battery management system (Desai battery), lithium battery (universal money tide), lithium battery cathode materials (Foshan Lighting), lithium battery anode material (China Baoan), lithium battery electrolyte (Jiangsu Guotai, Shanshangufen) and so on.

Furthermore, Ni-MH battery industry chain will benefit projects that benefit the energy-saving products. Energy-saving cars of the standard engine displacement in the 1.6L and under, integrated operating condition of fuel consumption lower than the current standard of 20% of the gasoline, diesel passenger cars. Taking into account petrol, diesel vehicles more difficult to achieve this goal, we believe that hybrid technology is the future of automotive technology as a mainstream technology, hybrid technology, enterprise development for plug-in hybrid and pure electric vehicle technology to lay a good foundation. Therefore, we expect the traditional hybrid vehicle technology and its industrialization will be less affected by the policy, we recommend that appropriate attention to the torch high, Keli far, Baotou Steel Rare Earth and other business opportunities.

There is no doubt that energy conservation policies and the introduction of new energy vehicles will promote the development of new energy vehicles, energy car enterprises in the new investment in downstream industries is expected to increase. We believe that the introduction of the policy will promote the vehicle companies to increase investment in new energy vehicles, Inspiron 1520 battery will benefit the company long-term competitiveness upgrading, we recommend the following several vehicle business concern: passenger cars (Shanghai Automobile, Chang’an Auto) , Bus (Foton Motor, Ankai, the communication bus).

This entry was posted on Thursday, June 10th, 2010 at 4:50 am and is filed under battery news. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.