Driving cell has the largest opportunities in chain investment

Driving cell has the largest opportunities in chain investment




To hybrid, plug-in hybrid and pure electric cars, the main driving force way of new energy vehicle development strategy has become the industry consensus, at present most Guo Jia, major companies, relevant supporting systems for the industry to seize the high ground and Nu Li, related investment policy, consumer subsidies, tax incentives began to put in place. The development of new energy vehicles in China were high expectations, at all levels attach great importance to the development of new energy automotive industry, is also very optimistic about the future of new energy vehicles in China, and even optimistic about its "corner overtaking" the prospect of occupation of the global lithium industry battery is facing a huge market opportunity high ground.

Electric vehicle industry the most critical link in the chain

New energy vehicles in the traditional auto industry chain extension based on the increase of the battery, motor, electric control system components. Battery is the new energy automotive industry chain, one of the most critical link. There Ouqi in electric vehicles, battery performance determines the vehicle's speed and driving range, the stability of the battery determines the vehicle's safety and reliability.

Electric vehicle power drive system is mainly composed of: power batteries (including battery management systems, charging systems), power inverter, drive motor (including motor speed control system). Advances in battery technology relies on basic subjects such as materials science advances, technological breakthroughs difficult, but it depends on the promotion of electric vehicle battery costs decline. Lithium-ion battery energy density is about 1.5-2.5 times the nickel-metal hydride batteries for lead-acid batteries 3-5 times the index was significantly better than the self-discharge NiMH batteries, lithium-ion battery electric vehicle battery will become the main technology routes .

The promotion of electric vehicles will drive the growth of downstream demand for raw materials. Lithium ion batteries are four main raw materials include: cathode, anode, electrolyte, separator. Because of different cathode materials, accounting for about 30-40% of manufacturing costs, the negative material about 15-20%, diaphragm 15-20%, accounting for 5-10% electrolyte, other costs account for about 25%. Pacific (601 099) Securities electric vehicles in China is expected about 2020, total vehicle sales of 5.4%, PHEV electric vehicles is expected to become a major component of total vehicle sales in 2020 accounted for about 4.5%.

Shenzhen MaoRun Electric Co., LTD.(www.szpowerinverter.com) offers excellent customer support and we would be happy to answer any questions that you might have. If you have any further questions about power inverters or batteries. Please give me a call at +86-755-88823234-811, or mail to sale38@0102.cn. We are manufacturer of power inverter, esp. car inverter, adapter and travel socket. OEM is also welcome.