Listed companies running into the field of new energy
The new energy sector is becoming the focus of the market. This section not only in the industrial policy to obtain specific support, in the capital markets also gained the favor of investors. It is in this context, many traditional industries have started to invest in listed companies to enter new energy areas.
New energy industry is currently involved in two major business, one new power generation business, such as solar power, biomass power, wind power, the second is the use of new energy power industry, including lithium batteries, battery cars.
Shares of two listed companies, Jiangxi and Jiangsu special motor Anyuan announced, wishes to enter through the cooperation the field of new energy bus. According to the notice issued by the two companies, the shares owned subsidiary of Anyuan Anyuan bus and river motor, new lithium can Jiangxi, Beijing Shenzhou New Energy giant electric four companies signed the "production of new energy bus Yichun lithium cooperation agreement . " Among them, the body responsible for providing Anyuan bus and vehicle electronic control systems, and vehicle assembly; Jiang responsible for providing special electrical motors and motor control system; Jiangxi new lithium can be responsible for new lithium energy co-ordination of bus manufacturing; Beijing Shenzhou giant new power be responsible for providing batteries and battery management system, while charge the battery and battery management system installation.
Jiang-motor relevant person in charge said that the company can play to the advantages in the field of special motor, the lithium industry, upstream and downstream direction, the auto and electric vehicle drive motor assembly R & D, prototype, but the contract had no effect on the current operating performance . Anyuan shares official said that the implementation of the contract Anyuan bus to enhance R & D capabilities, to promote the company has developed new products to enhance energy buses play a helpful role.
Lithium Battery
Foshan Lighting is a veteran lighting manufacturers, Bell, chairman of the letter was recently shareholder meeting, said that cooperation with Qinghai Salt Lake Group is about to initial production of lithium carbonate project. In addition, the company through the acquisition of Landmark National Hi-Tech 20% stake in the new energy field formed a "lithium development - lithium battery - electric vehicle application" complete industrial chain.
Minutes before the letter said four years ago, Foshan Lighting has been successfully obtained the technology to extract lithium carbonate, the company is expected to be completed within one year 3,000 tons of production capacity. Guoxuan Tech has a lithium iron phosphate cathode material and the battery capacity, and has been successfully used in electric bicycles and storage batteries. Guoxuan Ankai Tech jointly developed with 30 electric buses, when the beginning of trial operation in Hefei. Foshan lighting that can be used upstream of lithium resources, the development of lithium battery project, for the formation of the future to extract lithium from lithium carbonate and lithium battery materials production, and gradually form a new electric car energy chain.
Solar
CSG fields in addition to a generous investment in polysilicon, but also invest in a conductive thin film solar cells using TCO glass production line. CSG's first annual production capacity of 460,000 square meters of thin film solar production line of TCO conductive glass was produced in 2010 quarter measure, which allows CSG to become the first thin-film photovoltaic solar cells with conductive glass with TCO production capacity of the enterprise .
TCO glass is a thin film solar cell manufacturing one of the key raw materials, global demand in 2010 will reach 25 million square meters. CSG is actively conducting TCO glass expansion project is expected to total production in 2011 will expand to produce 1.2 million square meters. CSG said, will be closely integrated thin film solar cell technology trends, and constantly develop the characteristics of a differentiated product line.
The Vosges shares into new energy projects is a key area of thin-film solar cell module, Sun's chairman, said on your company for the industrial transformation have high confidence.
Wind Power
Land of the energy transformation of the main direction of the wind power industry in the field. Land of energy through multiple asset sales, from a trade, machinery manufacturing industry, trade, manufacturing-based companies into the wind power industry, new energy-based businesses. Company directed repurchase is completed, Shanghai Hong Chang Sheng Group became the largest shareholder in the Inner Mongolia Wulanchabu 400 square kilometers of wind farms, all put into the formation of the total installed capacity of 1500 MW will be an annual generating capacity of 3.75 billion kWh production scale.
Compass Energy said the company is now focusing on the development of a project ---- Inner Bayinxile 49.5 MW wind farm project was started construction in late 2009, the fan equipment purchase contracts have also been signed in early 2010 Other work is in full swing them. It is understood that Land of energy Bayinxile 49.5 MW wind farm wind power concession projects have been selected by tender to determine the Vestas Wind Technology Co., Ltd. 2 MW wind turbine, the two sides have signed a wind turbine procurement contract .
Industry point of view
New long-term healthy development of the energy industry
Recent decision-makers stressed the need to focus on strengthening the polysilicon, wind power equipment industry guidance, strict market access; of polysilicon and other new industries to establish and improve access standards to address the problem of overcapacity. This is the new energy industry is a major positive. Wind power, photovoltaic industry leading enterprises will directly benefit from this industrial policy, and competitive market environment facing the situation will be greatly improved, leading the industry is expected to take this opportunity to further consolidate its dominant position.
After domestic wind power market in recent years, temper, local wind power companies have to occupy in the global top ten three seats. To the wind as the representative of leading companies, on the one hand to obtain financing through the capital market expansion capital, but also begin the layout of the global wind power capacity market. We think this is the impact of slowing domestic price competition, the global wind power market towards the right course.
On the solar industry, the 2009 global PV installed capacity of new highs to reach 7200MW. With the national PV industry support policies to promote the implementation and continue to lower the cost of electricity can be expected, the global PV market demand in 2014 will reach 30GW, over the next five-year compound growth remains at 30%.
The future of nuclear power industry equipment, the most important feature is overall localization. At present, China has independent intellectual property rights can produce 300,000 kilowatt pressurized water reactor nuclear power plant equipment, the localization rate of 80%; basically have the complete set to produce 60 million kilowatts of PWR nuclear power plant unit capacity, independent of the share to more than 70 %. Next 10 years, China's nuclear power equipment market of approximately 418 billion yuan, $ 38 billion annual market capacity.
800 kwh power plant operation of sodium-sulfur battery breakthrough in smart grid industry
Smart Grid National Grid is currently the focus of building orientation, energy storage and smart grid technology is one of the core technology. The sodium sulfur battery energy storage because of its large capacity, small size, energy storage and conversion efficiency, long life, without geographical restrictions, etc., are used for power storage.
July 25, the Shanghai Municipal Government in Shanghai with the State Grid Corporation signed a "smart grid strategic cooperation agreement." Shanghai Electric Group, Shanghai Electric Power Company, and Shanghai Institute of Ceramics, Chinese Academy of Sciences signed a "sodium-sulfur battery on promoting industrial cooperation letter of intent." Jia Qinglin, Shanghai Party Secretary Yu attended the ceremony. Shanghai Municipal Committee, Mayor Han Zheng, the State Grid Corporation of party secretary, Liu Zhenya, general manager of the Chinese Academy of Sciences Yin and Chun delivered speeches respectively.
Mr Han said that the development of smart grid and other strategic emerging industries, building a strong intelligence network, accelerate the transformation of economic development is an inevitable choice for the implementation of national energy strategy is an important measure. Shanghai will strive to become functional smart grid demonstration base, the key technology R & D base and major equipment manufacturing base. Shanghai has been the development of smart grid as an important aspect of high-tech industries, for smart grid applications, R & D and industrialization to give full support. Shanghai will fully cooperate with the State Grid Corporation of the construction of a strong intelligence network to carry out the work, fully rely on the role of the Chinese Academy of science and technology support, and promote smart grid in the Shanghai R & D and industrialization of key technologies to achieve a breakthrough.
Yin and Jun said, Chinese Academy of Sciences and the Shanghai Municipal People's Government and the State Grid Corporation has a long history of friendship and cooperation and has signed a strategic cooperation agreement, carried out good cooperation. The face of national energy security, Chinese Academy of Science and Technology team of the advantages of active play, active deployment in many areas. In the smart grid for the field of technology and development involves extensive, required materials, devices, information, communication, control and management features such as multi-disciplinary participation, Chinese Academy of Sciences to play the comprehensive advantages of multi-disciplinary, forward deployed in large-capacity storage battery and systems, electric vehicles, materials and sensor networking, semiconductor lighting and other fields have achieved some significant results. Strengthen the key technologies in the smart grid research and development, to jointly promote our smart grid construction and technology development, for promoting China's industrial restructuring, accelerate the transformation of the mode of economic development and fostering strategic emerging industries is important.
"The use of electric energy storage technologies that can improve the network economy, security and supply reliability, support for new energy development." Shanghai Institute of Ceramics, Chinese Academy of Sciences Professor Luo Hongjie, director, told reporters.
"With large-scale energy storage device that can be used to reduce and delay, transmission, transformation and distribution of equipment investment, improve the utilization of existing power equipment and power supply reliability, reduce coal consumption." Shanghai Institute of Silicate The Energy Materials Research Center, Shanghai research and development base of sodium sulfur battery technology engineer researcher Zhao-Yin Wen said.
It is understood, Shanghai Institute of Ceramics, Chinese Academy of positive response to national strategy, with the State Grid Shanghai Municipal Electric Power Company in advance cooperation in the Shanghai Science and Technology Commission and other departments, in the high-capacity sodium-sulfur battery energy storage for important research areas breakthrough, successfully developed with independent intellectual property rights capacity of 650Ah single sodium-sulfur battery energy storage, making China the world after Japan's second largest capacity to master the core technology of sodium sulfur battery countries. It is reported that 2 MW capacity have been built and sodium sulfur battery demonstration pilot production line, 800 kWh of sodium sulfur storage demonstration plants have been successfully run, marking the sodium sulfur battery energy storage has been the basic conditions of industrial. Transfer to the industrial application stage, the Shanghai Electric (Group) Corporation in co-operation, from R & D, production and application, the three unit combination, integrated social quality resources, innovative management, effectively promoting the sodium sulfur battery energy storage to products, practical development.
Yin and Jun said, the CAS Shanghai Institute of Ceramics, technical sources, the State Grid Shanghai Municipal Electric Power Company continues to apply traction to play, Shanghai Electric has a strong manufacturing and production management, believes that "through triangular cooperation, will be able to play an effective technology for the industry The lead and supporting role for the development of our smart grid make an important contribution. "
It is reported that Shanghai will focus on the development of new energy access and control, power storage, power electronics applications and core devices, intelligent systems and intelligent substation equipment, smart grid and smart clients with high-temperature superconductivity, IT communications and software-related information services and other aspects of industry and technology. By 2012, Shanghai will strive to cultivate 3 to 5 smart grid industry leaders to form a competitive smart grid industry clusters, industry scale reached 500 billion yuan.
Other Electronics News:
Fujitsu Laptop Batteries
Fujitsu LifeBook P701 Battery ,
Fujitsu LifeBook P771 Battery ,
Fujitsu LifeBook S751 Battery ,
Fujitsu LifeBook S761 Battery ,
FPCBP281AP , etc.