Electric vehicle technology development in China

Jun 18
09:04

2012

jodie mht

jodie mht

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From the rare earth plate movements in the past, affected by rare-earth prices, the downstream demands can not be ignored

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This year, Electric vehicle technology development in China Articles the strong trend of rare earth permanent magnet plate. Among them, the Baotou Steel Rare Earth [71.91 4.26% share research report] Rising the nonferrous [69.40 8.56% shares research reported that the two leading rare earth shares the cumulative increase of 78.18% and 93.52%, once again staged the return of the king. Analysts said as the country continued to strengthen efforts to support the new energy automotive industry, money market funds will also focus new energy automotive industry chain, rare earth permanent magnet plate just open the first shot of the rally, lithium batteries, charging stations, upstream material and other related stocks are expected to defend the crown.

From the rare earth plate movements in the past, affected by rare-earth prices, the downstream demand can not be ignored. High-performance permanent magnet materials are widely used in the field of energy conservation and environmental protection, new energy vehicles and other high-end, the future development of broad prospects. Rare earth permanent magnet The synchronous motor is the heart of the fuel-efficient cars, Thus, with the development of new energy vehicles, listed companies will benefit. "said Cinda Securities analyst Sun Binbin. According to relevant data, it is expected that 2015 new energy vehicles, the overall population will reach 500,000, which will become the future high-end Ru-Fe-B terminal needs.

In addition to the rare earth permanent magnet, a number of analysts are optimistic about the lithium plate. It is reported that the "pure electric drive will be the direction of development of new energy vehicles in China this conclusion will be conducive to the development of the lithium battery industry, with the lead-acid battery industry consolidation intensified, lithium batteries replace lead-acid batteries the process will be accelerated . "In the whole industry chain, lithium has been the most important new energy vehicle development plan, the most potential for development of part of the related stocks capital property, its performance is far more than any other industry chain plate, with The market's renewed focus on new energy vehicles, lithium plate is expected to continue active, "said Peng Wei.

The industry analyst, said: "the most profitable part of the whole industry chain is the lithium battery, so the lithium battery in speculation, often in the first position. In addition, lithium prices in recent car cameras years is gradually decreased, with the lead-acid the price difference of the battery shrinking, prompting the lithium process will gradually accelerate in some areas instead of lead-acid batteries. "

Pike Research said in a report by the end of 2017, the cost of lithium-ion batteries will cut more than one-third of automotive lithium-ion battery sales will increase to more than 700 percent in the current. It is reported that the current popularity of electric vehicles bottleneck is one of the battery cost lithium-ion battery installation costs dropped significantly, restricting new energy vehicles to promote a chronic problem will be solved, when the sales open, the relevant listed companies will enter results of the outbreak. "above industry analyst added.