greenbattery  

The recent A-share market in the 3100-point mark before the emergence of a relatively laptop battery hesitant posture, but the Stock Quotes is still active, particularly the concept of power battery unit is hot abnormal Fosugufen [9.29 1.20%] With Power Battery themes emerged four a limit-board, which led to the torch high-tech [10.46 0.38%], Jiangsu Guotai [20.95 0.38%], Shanshangufen [13.80 -0.29%] and other active power battery concept stocks, then, how to look at this trend then?

Emerging industries

Will have a great growth company

For the power battery concept stocks, the market is in fact no stranger, because in this year have shown that too, especially after the Spring Festival this year, BYD Fosugufen the concept of the aid became a hot stock market has become hot money hot Money race hot rods hot red, purple stock, and successfully detonated made electric vehicle concept stocks, Zhongtong Bus [6.99 4.02%], Futian Automobile [17.65 -0.34%] and other auto stocks were also powered by means of hot cars. However, on the one hand because of the short-term profit gains brought about by excessive selling pressure plate, on the other hand because of oil prices followed by the worst in the 60 U.S. dollars / barrel around shocks, the market for hybrid concept stock speculation passion has been weakened, so the 75UYF Buddha Shares and other battery-powered plastic variety once silent for nearly half a year.

However, in a recent re-power battery plate theme ushered in the catalyst, first, high oil prices. Oil price shocks in the second half of gradual acceleration in the upward trend, more recently a breakthrough in the 80 U.S. dollars / barrel trend, it seems that once again has hit 100 U.S. dollars / barrel signs, which will once again lead the market once and bright eyes of a hybrid auto concept stocks. Second, global climate, environmental concerns degree of upgrading, especially the emphasis on low-carbon industries, but also strengthened the prospects for hybrid vehicles is expected. It is estimated that in China the same size of the electric vehicles to replace gasoline-powered cars can be reduced by 19% of greenhouse gas emissions. And the emission sources shift from car exhaust pipes are usually located on the outskirts of the city's power plants will reduce air pollution, so it will strengthen separate ways capital is optimistic about the 1691P prospects for the future of hybrid vehicle forecast.

According to the U.S. CSM forecasts that in 2000 there are around 30000 hybrid cars in 2004, 175,000 units are expected in 2010 up to 70 million. Mercer, another U.S. information company forecast 2011 worldwide sales of 1.1 million hybrid. In the field of electric vehicle has been Toyota's lead is even more optimistic, saying that by 2010 annual output of 1 million hybrid cars by 2020 Toyota to be equipped with a full range of models for hybrid vehicles, the third generation of hybrid vehicles down the cost of 50%. And this optimistic forecast is not without foundation, because the production of Prius (Prius) has been accumulated up to one million, so the data show that the future of hybrid batteries industry outlook is optimistic about the new industries will create new and great the growth of the company.

From the industrial chain of high-growth stocks in the mining

From past experience, the power battery industry demand and the huge room for growth will indeed lead to the concern of funds separate ways, which will continue to have the inflow of funds into stocks in the power battery. However, from the power battery industry chain point of view, the various sub-industry large-scale commercial power batteries have a greater degree Latitude C640 of influence of different.

In which the battery power metal mineral resources in the upstream and downstream for the electric vehicle industry (also may include electric bicycles, and other power tools industry). Battery industry is divided into cell materials and components production, batteries monomer (or batteries) production, battery module integration (number of battery monomer composition), the battery into the group (number of battery modules constitute) four major components of intra-industry enterprise may involve one or several links.

The battery materials include cathode materials, anode materials, isolation membrane, electrolyte four parts, aluminum Others include platinum, copper foil, adhesives and so on. Battery materials on the one hand reflects the cost of mineral resources in the upper reaches of the other hand, the production process is relatively complex, the quality of the basic decisions monomer battery performance, so the total cost of the battery in the proportion is quite high, but the specific materials, degree of technological maturity (or the Production difficulty) vary. In addition, the battery into a group of high technical difficulty, so the internal battery industry, and key areas of access to Latitude C610 technology breakthroughs in materials, vendors will be easy to forward, post links integration, power battery industry, growing to become the biggest winner, while the pure monomer battery manufacturers control over the weaker. In other words, battery materials and battery into a group of sub-industry will be a large-scale commercial power batteries in the heart of a key, which means that the two fields is expected to generate high-growth stocks.

Thinking in this manner, we recommend investors to pay close attention to two types of stocks, one area of the battery raw materials, mainly in Jiangsu Cathay Pacific, CITIC Guoan [15.28 -0.97%], Jinrui Technology [16.43 0.98%], Shanshangufen other varieties, Shanshangufen industrial chain which is more perfect, and there is clothing, finance options, and other businesses to provide certain safety margin, can be tracked. Second, the battery and battery monomer groups, including Keli far [17.15 0.35%], the torch high-tech, Kane shares [8.77 0.80%] and so on, which has also been in high-tech torch battery power supply, Ke-li Yuan, Kai En stock of the original production of the battery is only monomer present, or plan to just cut into the power battery production, also good Latitude C600 prospects for the future can be a positive track.