Recently, the Ministry of Science and "national" 863 "major energy-saving and new energy vehicle project team" meetings, formally launched a lithium-ion clear chain projects.

    Lithium-ion chain as the most valuable part of investment, lithium-ion batteries due to the start of the project, and become the focus of the investment community. CRE securities analysis report is expected in 2012 new energy vehicles will exceed 10 million units, the next three annual compound growth of more than 50% of the lithium-ion battery industry will receive greater benefits and opportunities for development.

    Most investment value of lithium-ion battery

    During the interview, a number of analysts to the "Science Times" said that the market delta, the lithium-ion battery, motor and other component manufacturers to benefit the most.

    "Lithium ion batteries are lithium-ion industry chain, the most important part of investment value." Huatai Securities analyst Yao on the "Science Times" said, "The battery is the core of the new energy automotive parts. Lithium-ion chain project started, will enable lithium-ion battery, motor, electronic control and other related enterprises are facing greater development opportunities. "

    CRE securities analysis report is expected in 2012 new energy vehicles will exceed 10 million units, which can lead battery industry 60 billion market, the next three annual compound growth of more than 50%, benefiting a larger battery, lithium ion battery long-term development has become a trend.

    Learned that the production of lithium-ion battery into separator, electrolyte, cathode material, anode material, four sub-sectors. According to the analysis of CITIC Securities research report, the diaphragm is lithium material of high value-added high-tech materials, gross margins above 70%. Membrane performance will directly affect the quality of the battery, and now there is no domestic company to produce membrane.

    Another forecast that the lithium-ion batteries are likely in the next 10 to 20 years to develop into a several hundred billion-dollar global market, and a few dominant companies will reap most of the growth of the industry results.

    There are also more cautious analysts point out potential risks in the industry. CRE Securities analyst Li Dajun in the analysis report that after a large lithium-ion battery market is not wrong, the key is when the downstream market demand outbreak. He believes that if the demand to expand more slowly, the relevant performance of listed companies to honor the time will be postponed accordingly.

    The layout of the industrial chain of lithium and foreign capital

    With the start of the project, and the brightest have the influx of capital but also lithium industry.

    To Shanshan Group, for example, the Group is the world's largest supplier of lithium composite materials, since 1999 began to set foot lithium battery. Recently, Shanshan Group acquired Australia in the upstream Hairun formula part of the shares of limited resources, and set up Ye Lila nickel and cobalt mining project, a joint venture. In the downstream, Ningbo Shanshan Group set up the development of electric vehicle technology, aerospace Shanshan Co., Ltd., completed the mine from the upstream, midstream lithium battery to the terminals of all industrial electric vehicle layout.

    Foreign investment is also not far behind, have plants in China, the Nuggets lithium industry.

    One of the recent entrants to the Australian listed company Galaxy Resources. The company recently announced that it will invest 134 million Australian dollars in the construction of Zhangjiagang City, Jiangsu Province, one of the largest lithium carbonate plant, expected to start debugging this year, next year production. Galaxy Resources plans to build a bike in Zhangjiagang battery manufacturing plant. As a result, the company will open up the whole industry chain, to complete the lithium from lithium mine layout.

    Followed by Japan Panasonic lithium battery manufacturers. Learned that the company is planning to Li-ion battery plant in Japan compress 8 to 4, the production moved to China. It will be $ 720 million in next year's investment in the construction of a new lithium battery factory in Suzhou, and use 3 to 4 years of production in China from the current 10% to 20% to 50%, the future of local procurement of spare parts in China to further reduce production costs.