The investment opportunities for new energy batteries are concentrated in the two sub-fields of cathode materials and separators. The overheated solar photovoltaic industry and front-end investment are worthy of reflection ... At the "Songhe Capital Spring Forum" on April 19, 2010, the venture capital industry and related Representatives of venture companies believe that the output of new energy vehicles is expected to account for 5% within three years, and green energy is in the ascendant. New energy battery-related sub-sectors may become an important investment direction for venture capital investment. The output of new energy vehicles within three years may account for 5% "In the field of new energy vehicles, China can be said to be in the process of making a corner overtaking with the help of industrialization of new energy vehicles." At the forum on the 19th, Guo Ruojun researcher Han Ruobing analyzed that after three years, the production capacity of new energy vehicles reached 5%. Han Ruobing believes that China's development of new energy vehicles mainly considers three aspects: first, energy saving, second, emission reduction, and third, reducing China's dependence on petroleum resources. As for the specific field of new energy vehicles, the battery industry has become the focus of attention. Han Ruobing believes that batteries are mainly restricted by five aspects: life, energy, power, safety, and cost. Kong Lingyong, general manager of German Nano, believes that there are currently two technical barriers in the battery industry: one is the cathode material and the other is the separator. "These two aspects determine the overall production cost of the battery. If the price of our cathode material is low enough, the price of the separator is also low enough, which lays a solid foundation for the promotion of automobiles." Kong Lingyong said. Li Wei, chairman of the Shenzhen-Hong Kong Industry, University and Research Institute, which has invested in several companies in the field of new energy batteries, believes that investment opportunities for negative electrode materials are relatively weak. In the cost of power batteries, the separator accounts for the second largest item. If the separator breaks through, it should be There is a great chance. In addition, equipment manufacturing is also an important investment opportunity in this field. Gu Liji, chairman of China Merchants Technology Group, said that we have invested in 20 projects in the low-carbon economy, and will continue to pay attention to investment in this field in the future. Solar front-end investments face the pollution problem While the investment in new energy is not declining, the problems exposed by the industry itself have caused the industry to think. "The investment in photovoltaic cells is currently close to 1 trillion yuan. With such a large investment across the country, the risks posed are huge." Kong Lingyong said. In Li Wei's view, the current development of the solar energy field in China may be "a bit early". "Especially the front end, the cost is particularly high, mainly pollution." "Solar energy is now mainly based on silicon. Silicon comes from sand and quartz sand. China's quartz sand is mainly in the west, in Sichuan, Guizhou, Yunnan, Guangxi and Hunan." Li Wei said that in order to develop the economy, some local governments smelt silicon after mining quartz sand. After seeing a lot of silicon metal smelting enterprises, the biggest feeling is pollution. "Our company has so far not invested in silicon-level solar energy, which is an important reason. If our logic is established, this industry cannot be developed in China. The more we develop, the more we lose." Li Wei believes that as an enterprise, it must not be low-carbon for low-carbon. In order to be low-carbon and low-carbon, it is possible that the enterprise will suddenly be in desperation without sufficient strength, or it may lose its most advantageous things at once. To truly engage in low carbon, we need to proceed step by step. Corporate costs have been reduced, which is itself low-carbon. The above information source "Venture Investment" is authorized by the China Venture Capital Research Institute (CVCRI) to publish it. All rights reserved. Please indicate the source when reprinting. For more information, please click download to view all articles. Interactive Smart Board,Smart Panel With Stand ,User-Friendly Ai Touch Screen,User-Friendly Ai Touch Display Guangzhou Ruixin Touch Control Technology Co., Ltd. , https://www.weetaach.com
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