• 25Apr
    China’s solar cell industry has been developing very quickly, it is not obvious technological advances, innovation is not strong, the core technology innovation rarely, the overall quality of products HP Pavilion DV1000 , such as Europe, America and Japan as the developed countries and regions, including equipment manufacturers, including the overall technical level with the developed countries have a more obvious difference. To this end, the scale of the expansion of industry at the same time, greater effort should be spent on industry-wide technological progress (including advances in technical standards) area.
    In recent years, as energy shortages, HP 367759-001 environmental pollution becomes more serious issues such as, solar cells because of its clean environment, the characteristics of renewable access to a good development opportunities, the developed countries have encouraged the development of photovoltaic power generation policies and the huge photovoltaic projects for the solar cell industry has created a huge market space, will be a rare import of high-speed development period, and thus drive the upstream poly-silicon solar cell materials and the rapid development of production equipment. Over the past 10 years,  HP HSTNN-IB09 the global solar cell industry has grown 35 times, according to relevant statistics, in 2008, the world’s solar cell production reached 5456MW, component output reached 6791MW.
    Driven by the international market, China’s solar cell industry over the same period there have been rapid growth in 2002 China’s solar cell production has been the average annual growth rate of more than 100%, solar cell production in 2008 has exceeded 2000MW, after 2007, following global markets continue to maintain share the status of the first polysilicon production of 4,000 tons has been a breakthrough. A group of photovoltaic solar-grade silicon and the fast-growing business for the industry leader in thin-film solar cells, such as new technologies emerge and industrialization of R & D, solar cell production lines and polysilicon production of some key equipment has been used based on independent R & D and production HP PB995A , HP PF723A , upstream and downstream industry chain to speed up the localization process of growing. At the same time, solar cell industry has become in many parts of the national development priorities and investment hot spot, even in the current international financial crisis, environment, investment and development of the passion is still unabated, and the trend is rising.
    Thus, a very tough question to put on the very realistic in front of us: In the face of booming industries, a large number of enterprises and a large amount of capital flows, the situation of solar cell industry, in the face of the international financial crisis due to market demand and its own core technology missing, HP PM579A the level of recycling economy is weak and blind and disorderly development of the construction industry exposed the problem of how to scientifically and rationally the development of China’s solar cell industry, China’s solar cell industry embarked on a healthy track of sustainable development?
    In response to these issues, I believe, should focus on good grasp of the following three areas:
    Integrated industry chain to promote the construction of synchronous
    Crystalline silicon solar cell industry chain, including silicon materials manufacturing, production HP Pavilion dv2000 , HP 411462-421 , HP 417066-001  line equipment manufacturers, silicon ingot / wafer manufacturing, battery manufacturing, component manufacturing, household manufacturing systems or networking systems, applications. For the present Si-based solar cell solar cell industry in China, the industrial chain the weakest link in the silicon material is the manufacture and application of this both the domestic market, that is, some experts said the “two out” issue. Faced with these issues, we must bring into play the forces that dominate the industry overall and coordinated development, integrated, and fully mobilize all positive factors, properly handle the various relationships, and establish and improve a relatively complete industrial chain, industrial chain and the links achieve and maintain a balance between, HP HSTNN-DB20 , HP HSTNN-IB20 coordination, and marketing materials to break from the pattern of two in order to achieve the sustainable development of industry.
    First, in the scientific, rational and appropriate under the premise of conditional support for the development of regions and enterprises polysilicon materials, polysilicon materials as soon as possible to solve the problem of a large number of imports. The past 3 years, China’s polysilicon industry one step at a higher level, has made amazing progress. In the solar cell industry to more than 100 percent growth rate, China’s production of polysilicon materials with the ratio of domestic market demand in 2006 from less than 10% to 20% more production  HP Pavilion dv9000 , HP 416996-131 , HP 434674-001 capacity is gradually taking shape and could be released. Therefore, we have reason to China’s polysilicon industry output is expected to have a relatively good.
    The second is in the market, it should be considered co-ordinate domestic and international markets, the authorities concerned and work in related fields, and vigorously develop the domestic market, as soon as possible to change the current products more than 95% dependent on foreign markets, at any time to change the face of the policy developed stochastic adverse impact on the pattern. This will be the realization of China’s solar cell industry for sustainable development an important part, which is paying particular attention to market photovoltaic (PV market, accounting for more than 80%). Fortunately, since 2005, “Renewable Energy Law” since the relevant state departments have published the “Renewable Energy Industry Development Catalog”, “long-term renewable energy development plan,” “renewable energy development,” 11 V. “Planning” and other documents, Aspire 1300 , Acer BT.A0302.001  issued a series of policy measures to create a better development of the domestic market to encourage the policy environment. We hope that the domestic PV market can thus enter a period of rapid development, so as to China’s solar cell industry to open up better prospects for the market.
    Third, it is necessary to the development of solar cells as an opportunity to great the concept of semiconductor process equipment to co-ordinate and plan the layout of the special equipment manufacturing industry in China. To integrated circuit manufacturing equipment for semiconductor process equipment on behalf of, as a result of its processing of the advanced nature of manufacturing has gradually penetrated into the manufacture of electronic products in many areas, one of the most typical case is the flat panel display and solar cell areas (both containing semiconductor process and equipment, the mainstream did not leave the silicon material), such as crystalline silicon solar cell production line in the single crystal furnace, Acer LC.BTP03.003 , Acer LCBTP03003 , Acer TravelMate 290 diffusion furnace, PECVD (plasma enhanced chemical vapor deposition) equipment, thin-film solar cell production line in the PECVD, PVD (ion plating) equipment. In integrated circuits, flat panel display and solar cell manufacturing equipment in the three types of domestic solar cell device is one of the fastest growing and best. According to the trade association statistics, in 2008 China’s semiconductor equipment sales in 2007 increased by 56.8 percent, the total electronic equipment sales revenue of 48.9%, of which 1.766 billion yuan solar cell equipment, semiconductor equipment sales accounted for 81% of revenue, has been engaged in the development of dozens of enterprises. It appears from the experience at home and abroad, production equipment for solar cell manufacturers are producing original equipment manufacturers of semiconductor integrated circuits. Therefore, we should seize the solar cell equipment market opportunities to co-ordinate the taking-Si thin film solar cell devices and solar cell equipment development, to consider and coordinate the development of integrated circuits, flat panel display devices, solar cells with the continuous advancement of technology, to expand the application of semiconductor process equipment market Sony VGP-BPS3 , Sony VGP-BPS3A , thereby stimulating and promoting the development of the whole semiconductor device.
    Speed up technological progress to enhance the core competitiveness
    China’s solar cell industry has been developing very quickly, it is not obvious technological advances, innovation is not strong, the core technology innovation rarely, the overall quality of products, such as Europe, America and Japan as the developed countries and regions, including equipment manufacturers, including the overall technical level with the developed countries have a more obvious difference. To this end, the scale of the expansion of industry at the same time, greater effort should be spent on industry-wide technological progress (including advances in technical standards) area.
    First, poly-silicon material in the manufacturing sector should be the backbone of enterprise-based industry, the construction of the common state-level technical service centers and the supporting platform, to take self-developed technology with the introduction of foreign key combination to focus the support of large-scale production of Breakthrough comprehensive recycling, saving energy and other key technologies, the active development of e-class products to improve the level of solar energy products in relation to the technical redundancy. The second is in the crystalline silicon solar cell manufacturing sector, the cost is the largest constraints, the technological progress should focus on improving product cost, lower the costs of production, it will be relatively saturated markets in the next case the focus of competition. At all levels should strengthen the construction of R & D center in order to improve cell conversion efficiency and reduce unit cell volume of the silicon material (such as thin), and large-scale production, such as increased life expectancy and stability of focusing on core technology R & D work, and at the same time and an active interest in the Japanese auto-tracking technology, such as research and development of new technologies. Third, in the thin-film solar cell manufacturing sector, according to the relevant institutions to the development of the 2008 statistics, its growth rate faster than originally expected signs, although the relevant enterprises in China have made this rapid response, but in general technically there is still a considerable gap, should pay close attention to technology research and development. Four links in the equipment manufacturers, equipment manufacturers should organize materials and polycrystalline silicon and battery manufacturing joint research, including the positive development of energy-saving and environment-friendly equipment, active research and development dedicated automatic screen printing machines and other equipment have not yet made to improve the ingot furnace, wire cutting, such as multi-grade and level of equipment, such as the realization of flat-panel-type PECVD commercialization of high-grade equipment, in the capacity of 40MW have been developed, 1.4m × 1.1m level of thin-film solar cells based on the production line as soon as possible such as the realization of commercialization.
    Rational distribution in order to avoid duplication
    First, poly-silicon materials, Sony VGP-BPL5A , Sony VGP-BPS5  to enhance management and related businesses throughout the guide, in accordance with the size, energy consumption, comprehensive utilization of the level of development to encourage the development of technology and industry standards, norms of industrial development. Choose close to the chemical-related businesses, rich in hydropower resources, recycling and environmental protection in areas with better conditions, focusing on the formation of industrial base support; to encourage the chemical industry, polysilicon enterprises and strategic cooperation, the realization of large-scale development; eliminated restrictions small-scale, high-energy consumption, low levels of utilization of the construction projects. At present, the relevant business planning and production capacity of more than 80,000 tons have already reached or exceeded the forecast of the domestic market capacity of the near future. Therefore, on the one hand, should be targeted at China’s serious shortage of polysilicon materials for active status of the deployment and development in order to meet the needs of the domestic market; on the other hand, have to actively guide and related businesses around the objective to face the new capacity of large international companies gradually released to reduce the unit consumption of silicon materials technology, the growth rate of the DELL Inspiron 1520 market decline, the international financial crisis, prices fell, the adjustment of foreign subsidies, thin-film solar cell technology for the rapid development of such factors as the impact of market competition, calmly, including China, on the global market capacity, and potential in the world’s significant production capacity, the skill level of the enterprise, the ability to control production costs, factors such as the sustainable development of a comprehensive analysis, think twice, in phases implemented step by step, with the domestic market and international market developments, at the same time to curb blind investment and low-level redundant construction in order to avoid waste of resources.
    And its components in the solar cell production, according to the experts to statistics, in 2008 the production of solar cells in China has 62 companies, capacity 4GW, production of 2GW; component package 330 enterprises, capacity 5GW, production 3GW. Deduce that the average solar cell production capacity 65MW, output of 32MW; component package average capacity 15MW, output 9MW. This structure is clearly incompatible with the intensive and sustainable development of economies of scale, and also the follow-up competition in the market for potential planting. As a result, solar cell industry to develop at the same time, we must pay full attention to the optimization and upgrading of industries and restructuring work, bigger and stronger support for enterprises to improve competitiveness in international markets in order to avoid duplication at the construction of cloth to prevent vicious competition. At the same time, in spite of China’s entering the field of thin film solar cells are still in its infancy stage, but has been involved in number of enterprises in this field have been about 20, in view of the construction of thin-film solar cells are several times the investment in fixed assets in the crystalline silicon solar cells, even should try to avoid the construction and development of blindness.
    In short, the solar cell industry has become a large market size, industry radiating wide pulling effect apparent sunrise industry, to promote the upgrading of China’s economic development in transition, growth pattern of great significance. The face of China’s solar PV industry an important opportunity for development, we should implement the scientific development concept aims to support the development of China’s new energy strategy targets to market demand both at home and abroad, through the development, implementation of the national incentive policies, nurturing the domestic photovoltaic market, and promote industry self-innovation and technological progress, adjust and optimize industrial structure, build a more complete industry chain of China’s photovoltaic industry to promote the healthy and orderly development.
  • 21Apr
    New energy and automobile industries, the key components is the system bottleneck factors, foremost among which is the laptop battery . From another perspective, these upper reaches of the enterprise, especially battery materials business, there will be a better investment opportunities.

    New energy power in the eyes of the world’s auto industry seems to focus on apple battery , A1079 materials. U.S. auto giants are more biased in favor of the hydrogen fuel cell cars, General Motors vehicle to promote the commercialization of hydrogen energy process. The Japanese auto giant had a preference for hybrid cars, gas electric hybrid is proposed to interpret the lithium battery-powered hybrid. This competition as well as lithium-ion Acer battery , Acer BTP-43D1  technology and Ni-MH battery technology. Some analysts believe that the short term, nickel-hydrogen batteries have been relatively optimistic about the long term lithium batteries should be the direction of development.

    Li-ion Fujitsu laptop battery  is a trend. Traditional hybrid does not fundamentally solve the emissions problem and the issue of oil supply, hydrogen fuel cell vehicle hydrogen refueling station involves the construction of basic facilities such as short-term investment greater, while the lithium battery is a more realistic solution.

    In this context, and battery-related businesses, such as the upper reaches of the non-ferrous metals enterprises, electrolyte, electrode material production enterprises have great cause for concern. For example, FPCBP68 , FPCBP95 , Lifebook S6120 ,Lifebook C6200 tungsten xiamen (market information forum), your research platinum industry (market information forum) resources, such as enterprises, the production of electrode materials CITIC Guoan (Quotes Information Forum), the production of the Jiangsu Guotai electrolyte, etc., are the focus of investment direction.

  • 21Apr
     Economic crisis of the traditional auto industry strikes, just as a new energy vehicle development opportunities. Under a race car industry, laptop battery it will be a new electric vehicle, which is almost no doubt about that.

    On March 19, Obama announced that the United States President to promote hybrid and electric car development plans, plans to spend 2.4 billion U.S. dollars, 1.5 billion U.S. dollars for the hybrid hp battery production, 500 million for other components, 400 million needed for the hybrid, such as battery charging station infrastructure, research and development costs. Consumers to buy hybrid cars will receive a maximum of 7500 U.S. dollars of tax cuts and exemptions. Plans to have one million in 2015 to market environmentally-friendly vehicles.

    The beginning of May this year, the U.S. Department of Energy for new energy projects in the first car a total of 25 billion U.S. dollars of loans, while General Motors and Chrysler are continuing operations due to uncertainty and not yet eligible to obtain loans. Obama administration has allowed states at the beginning of the case under the state environmental protection to develop a higher emission standards Pavilion dv2000 , HSTNN-LB31 , the current promotion in Congress limit carbon emissions trading system (cap-and-trade), this car is undoubtedly both a challenge and an opportunity .

    This is a revolutionary new energy vehicles, likely to decide the future winners. Toyota Motor Sales USA issued a statement early in April, Toyota and Lexus brand hybrid vehicle sales in the U.S. market has exceeded a total of one million. As of the end of January this year to Prius hybrid Toyota represented in the global cumulative sales of more than 1.7 million. Since 1999, the introduction of Honda’s first hybrid Insight model since, as of the end of January this year, Honda’s cumulative sales of hybrid-type exceeded 300,000.

    2000 Toyota Prius hybrid car market debut in North America. 7 years in the U.S. market, sold 500,000, and from 5-100000 only about two years, the U.S. new car sales over the same period remained stable in recent years. Hybrid gradually accepted by the market Sony battery .

    Ford recently introduced the use of natural gas, gasoline and liquefied petroleum gas fuels in three models of the Mondeo. Three types of fuel powered Mondeo makes the greatest driving range reached 1,200 km, the three fuel Mondeo car in April in Europe will be part of the market started selling. At the same time, DaimlerChrysler has announced a new Mercedes-Benz fuel cell vehicles in the F-Cell will be the second quarter of this year or the third quarter took the lead in the European market sale.

    In this revolution in the automotive industry, new energy toshiba battery , toshiba PA3383U-1BRS ,toshiba PA3384U-1BRS  , the automotive industry is expected to catch up with China International Motor vehicle provided the opportunity to developed countries. Domestic policies conducive to the vigorous support of new energy automobiles and key spare parts (batteries, motors, electrical control) rapid development. At the same time, China has the world’s largest battery, the electrical industry, new energy sources is expected in the global auto industry to get more revenue.

    China’s recent enactment of the “automobile industry restructuring and revitalization of planning” rules, the layout of the whole chain of new energy automotive industry set a specific target. Pointed out that the whole aspect of the formation of which 500,000 electric, hybrid IBM battery , ThinkPad T60 battery and plug-in hybrid such as common car product new energy, new energy, sales of passenger car sales accounted for about 5% of the total. The main producers of passenger cars should be certified through the new energy automotive products.

    At the same time, the central and local governments will also promote new energy vehicles, including the initiation of national energy conservation and new energy vehicle demonstration project, funding from central government to give subsidies to support the demonstration and medium-sized cities to promote hybrid vehicles, pure electric vehicles,Compaq battery , Armada M700 battery , Evo N610C battery fuel cell vehicles, such as energy conservation and new energy automobiles.

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