With the end of the Copenhagen Conference, "emission reduction and low carbon" have become the current hot words. The Chinese government made a clear emission reduction target at the meeting:
Carbon emissions per unit of GDP (carbon intensity) will be reduced by 40% to 45% in 2020 compared with 2005, which is a qualitative change of China's energy-saving and emission reduction policy from energy intensity to carbon intensity. In the long run, China's development of a low-carbon economy is an inevitable choice. In this context a considerable part of the industry in order to maintain relatively stable economic growth, it is inevitable to seek a major breakthrough in emission reduction technology. Therefore, the future of China's new energy sector needs to make technological breakthroughs in order to complete the 2020 emission reduction targets.
For some developed countries, because of their relatively "clean" energy structure, low carbon and energy saving are closely related. Based on China's current stage of economic development in which urbanization and industrialization*** are advancing together, its energy demand has an obvious rigidity characteristic, that is, high energy and power demand that grows in tandem with rapid economic development. For China's coal-based energy structure, reducing carbon intensity per unit of GDP is largely through the increase of clean energy, reducing coal consumption per unit of GDP, which requires a change in the current domestic existing energy structure, the development of new energy structure.
So, with the promotion and application of new technologies such as low carbon economy technology and clean energy technology, the increase of GDP will not be fully proportional to carbon emissions, while providing strong support for further realizing China's emission reduction targets. The first in line with national policy guidance
Lithium iron phosphate industry in line with national industrial policy guidance, countries have put the development of energy storage batteries and power batteries on the national strategic level height, supporting funds and policy support is very strong, China in this regard is also very supportive of the past to focus on nickel-metal hydride batteries, and now more attention to lithium iron phosphate batteries.
The second represents the future direction of battery development
Lithium iron phosphate battery as a practical new lithium battery, represents the direction of the future development of the battery. It is the most ideal power battery invented so far. Although there are currently some technical and price defects, but after all, has been towards the road to commercialization. Industry experts generally believe that lithium iron phosphate technology will not become an obstacle to industrial development (there have been A123, Valence, Phostech mature technology precedent), and the price will be significantly reduced with the expansion of production capacity, and in the future will even become the cheapest power battery.
The third large market capacity
Lithium iron phosphate industry's market cake is large beyond imagination, according to the analysis of the relevant materials, of which tens of billions of cathode materials global market capacity, while the battery is more than 5000 trillion market capacity.
Fourth stable and rapid development
According to the law of the development of the battery industry, whether it is materials, or batteries, basically showing a trend of steady growth, able to resist the cyclical and national macro-control impact. As a new material and battery - lithium iron phosphate, with the development of the stock market and incremental market penetration, its growth rate is significantly faster than the overall development of the battery industry.
Wide range of applications
Lithium iron phosphate batteries have a wide range of applications, the main areas of application are:
(1) energy storage equipment
Solar, wind power generation system of energy storage equipment; uninterruptible power system UPS; with the use of solar batteries as energy storage equipment (BYD has been in the production of such batteries);
(2) Power tools
High-power electric tools (cordless); drills, weeders, etc.;
3 light electric vehicles
Electric motorcycles, electric bicycles, recreational vehicles, golf carts, hybrid vehicles, electric wheelchairs, electric pushchairs, clean cars; hybrid vehicles (HEVs), the development of the country's recent 2-3 years the goal;
(4) small equipment
Medical equipment: electric disease, electric wheelchair, electric scooter, oxygen respirator; toys (remote control electric airplanes, cars, boats);
(5) other small electrical appliances
Mineral lamps; implantable medical devices (lithium iron phosphate is non-toxic, lithium batteries only lithium iron to meet the requirements);
(6) military and aerospace field
such as UPS, communication equipment, telemetry systems, unmanned reconnaissance aircraft and other transport military energy storage equipment; in the military and aerospace fields is also an optimal power battery.
The sixth industry is very profitable
Lithium iron phosphate industry profit margins are very high, the gross profit of anode materials is more than 70%, and the gross profit of the core is more than 50%. And due to the support of a strong market in the future, the industry will maintain high profit margins for a long period of time (preliminary speculation is 5 years).
Seventh there are certain technical barriers
Lithium iron phosphate industry has a certain threshold, not whoever comes to do it will do it successfully, especially in the field of materials, the technical barriers are very high, can avoid too much competition. As a new entrant into this industry, the choice to do materials must be more sensible than doing the battery, because some of the existing lithium battery manufacturers are many, especially the status of the big manufacturers is difficult to shake, they cut into the lithium iron phosphate battery is more advantageous.
The eighth is not subject to foreign markets
Lithium iron phosphate industry will not be overly dependent on foreign markets, raw materials and equipment will not be subject to foreign enterprises, the entire domestic industrial chain is relatively mature. At the same time, domestic and foreign research on lithium iron phosphate and industrialization of the start of the difference is not great, almost in the same starting line. This is very different from the solar cell industry, solar cells require polysilicon raw materials (refers to the past) and the end-use market outside the two ends, subject to foreign policy and market changes have a great impact on the financial crisis, these issues have been revealed.
In summary, the domestic lithium iron phosphate has a broad market space, while the rapid development of lithium-ion batteries is a rare opportunity. Although there are still many problems in the development, but I believe that in the near future, through the *** with the efforts of enterprises, will be able to promote the long-term development of China's battery industry.