Held in Shanghai on Wednesday, the "2012 China international conference on lithium electricity · battery anode materials" on, the experts agree, in the country to develop new energy vehicles and pure electric vehicle with a clear direction, and integrate the lead-acid battery industry background, the China of lithium battery and related upstream and downstream industry development in the new development opportunity. "There has been a dozen Chinese and foreign enterprise put in lithium batteries positive materials of research and production, the production is expected to release quickly." China's electronic information industry development research institute said making general manager. According to the agency statistics, in 2011, the global battery anode materials market total sales for 59470 tons, an increase of 29%. This year, a rise is expected to continue.
At present, our country of lithium battery is still in the state of the market demand. Shanghai space power research institute ShangWeiPing says that on lithium carbonate, for example, our country's existing lithium carbonate capacity in 33000 tons, including battery grade lithium carbonate production accounts for only of the third. Domestic lithium carbonate supply for 12000 tons, the market demand for 19000 tons.
In the everbright securities industry researcher opinion, tricycle adultthe electric car technology development "1025" special planning ", "pure electric driven" will become our new energy vehicle technology development direction of this must significantly to the development of the industry of lithium batteries, as lead-acid battery industry integration efforts to strengthen, lithium battery replacement lead acid batteries will speed up the process.
"In the whole industry chain, lithium battery is always new energy vehicle development planning in the most important part of the most potential, and in the capital market, lithium battery plate were also far more than any other industry chain plate. Therefore, along with the new energy vehicles industry development direction, tricycle baby trikesthe market is expected to determine the funds again focused on lithium battery plate." The researchers say.
Merchants securities think of lithium battery industry chain investment can reference three main line:
First, attention at present already has strong growth and profitability is sure of lithium products deep processing areas, such as metal lithium, butyl lithium and catalyst level licl and other new materials and biological medicine field, suggest attention gan feng coperition; Second, lithium battery industry chain technical bottleneck link, for example the diaphragm and six fluorine phosphoric acid lithium, etc are now in technological progress and domestic substitution accelerated stage, the investment value bigger; Third, if the lithium battery start than expected, then shares, China has very baoan, are cathode materials and electrolyte and other areas of leading companies and industrial chain upstream of the day together, such as jiangxi coperition feng coperition lithium carbonate leading enterprise will greatly benefit.