供貨周期 | 現(xiàn)貨 | 規(guī)格 | 12 |
---|---|---|---|
貨號(hào) | 23 | 主要用途 | 1 |
6GK1905-0CB00編程器
新能源汽車(chē)產(chǎn)業(yè)*進(jìn)入政府工作報(bào)告,升為國(guó)家戰(zhàn)略后,10日,國(guó)家*副主任解振華又表示,今年將出臺(tái)節(jié)能汽車(chē)財(cái)政補(bǔ)貼辦法。另外,多個(gè)省市的地方政府、相關(guān)企業(yè)紛紛加大產(chǎn)業(yè)化或研發(fā)步伐。業(yè)內(nèi)人士認(rèn)為,2010年將成為中國(guó)新能源汽車(chē)元年,而以動(dòng)力電池為主的新能源產(chǎn)品將*爆發(fā)性增長(zhǎng)。記者多方采訪獲悉,電池公司都在加緊投資擴(kuò)產(chǎn),以搶占市場(chǎng)。
杉杉股份 多方發(fā)力 搶占鋰電池先機(jī)
成立合資公司,搶占鋰離子電池正極材料先機(jī)。2 月10 日,公司公告計(jì)劃以子公司湖南杉杉為平臺(tái),與擁有鋰電池正極材料技術(shù)的戶田工業(yè)和擁有化市場(chǎng)網(wǎng)絡(luò)的伊藤忠開(kāi)展在鋰電池正極材料業(yè)務(wù)和資本層面的合作,通過(guò)三方資源的有效整合和業(yè)務(wù)對(duì)接,擴(kuò)錳系等正極材料產(chǎn)品品種,致力于打離子電池正極材料供應(yīng)商。根據(jù)備忘錄的約定,杉杉出資比例占合資公司出資總額的75%,日方出資比例占25%。在對(duì)湖南杉杉進(jìn)行增資后,日方可以請(qǐng)求將其對(duì)合資公司的合計(jì)出資比例提升至50%。
戶田工業(yè)是*一家獲得美國(guó)下一代電動(dòng)汽車(chē)電池技術(shù)補(bǔ)貼的日本企業(yè)。公司主要生產(chǎn)鋰離子電池正極材料,2009 年約占市場(chǎng)5%的份額,根據(jù)補(bǔ)貼方案,2010 年公司將獲得3500 萬(wàn)美元的補(bǔ)貼在Michigan 建設(shè)一家新工廠。正極材料是鋰離子電池的關(guān)鍵原材料,對(duì)電池的主要指標(biāo)起決定作用,動(dòng)力電池儲(chǔ)能比、電池壽命及成本等瓶頸的突破都有賴于正極材料的技術(shù)進(jìn)步。正極材料占總體電池成本的30-40%,目前戶田工業(yè)為索尼和三星提供原材料。
杉杉股份致力于成為我國(guó)zui大的鋰離子電池綜合材料供應(yīng)商。湖南杉杉正極材料規(guī)模國(guó)內(nèi)*、鈷酸鋰年產(chǎn)能4000 噸,技術(shù)與鞍山熱能院合作。目前正與中南大學(xué)合作開(kāi)發(fā)磷酸鐵鋰正極材料。公司負(fù)極材料(占鋰離子電池成本的10-15%左右)規(guī)模全國(guó)*,年產(chǎn)能5000 噸。公司電解液(占鋰離子電池成本的12%)年產(chǎn)能2000 噸,*二,僅次于國(guó)泰華榮。
2009 年5 月28 日,公司與Heron ResourcesLimited 簽署了關(guān)于Yerilla 鎳鈷礦項(xiàng)目的框架合作協(xié)議,共同開(kāi)發(fā)位于澳大利亞西部的Yerilla 鎳鈷礦。鎳鈷是正極材料的重要原料,公司通過(guò)縱向整合可以化解貴金屬價(jià)格劇烈波動(dòng)的風(fēng)險(xiǎn),通過(guò)與戶田工業(yè)的合作,又進(jìn)一步鞏固了公司作為正極材料供應(yīng)商的地位。
江蘇國(guó)泰:擴(kuò)產(chǎn)電解液 攻關(guān)原材料
雖然江蘇國(guó)泰目前的主營(yíng)業(yè)務(wù)還是紡織、服裝進(jìn)出口,但目前公司zui大的看點(diǎn)還是其新能源概念。公司控股78.89%的子公司華榮化工是目前國(guó)內(nèi)鋰電池電解液生產(chǎn)的,*超過(guò)20%。
記者近日獲悉,華榮化工在張家港化工園區(qū)3000噸鋰電池電解液生產(chǎn)線正在試生產(chǎn),預(yù)計(jì)4月完成?,F(xiàn)有老廠區(qū)2000噸生產(chǎn)線隨后也將搬遷至化工園區(qū),屆時(shí),公司電解液年產(chǎn)能將擴(kuò)張至5000噸,增加150%。產(chǎn)銷量也超過(guò)國(guó)內(nèi)主要競(jìng)爭(zhēng)對(duì)手一倍以上,規(guī)模優(yōu)勢(shì)將更加突出。目前公司現(xiàn)有產(chǎn)能滿負(fù)荷運(yùn)轉(zhuǎn),產(chǎn)品供不應(yīng)求。
6GK1905-0CB00編程器
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MXD63M500
MXD63M600
MXD63M700
MXD63M800
MXD63S800A
ND62B100
ND62B120
ND62B800
ND62B900
ND62F120
ND62T100
ND62T120
ND62T900
ND63B100
ND63B100P
ND63B120
ND63B800
ND63B900
ND63F120
ND63T100
ND63T120
ND63T900
ND63W100
ND63W120
ND63W900
NM6B100EW
NM6F120
NMKF120
NMKT100TC3
NMKT120MC3
NMKT120MC4
NMKT120T
NMKT120TC3
NXD62B100
NXD62B120
NXD62B900
NXD63B100
NXD63B100H
NXD63B120
NXD63B120H
NXD63B800H
NXD63B900
NXD63B900H
NXD63M100
NXD63M120
NXD63S120A
PD63B120
PD63B140
PD63B160
PD63F160
PD63T120
PD63T140
PD63T160
PD63W120
PD63W140
PD63W160
PM6B160TW
PXD63B120
PXD63B120H
PXD63B140
PXD63B140H
PXD63B160
PXD63B160H
PXD63M160
PXD63S160A
RD63B160
RD63B180
RD63B180P
RD63B200
RD63F200
RD63T160
RD63T180
RD63T200
RD63W160
RD63W180
RD63W200
RXD63B160
RXD63B180
RXD63B200
RXD63S200A
SCFD69100A
SCFD69100AG
SCFD69100AGH
SCFD69100AH
SCFD69100ANGT
SCFD69100ANGTH
SCFD69100ANT
SCFD69100ANTH
SCFD69150A
SCFD69150AG
SCFD69150AGH
SCFD69150AH
SCFD69150ANGT
SCFD69150ANGTH
SCFD69150ANT
SCFD69150ANTH
SCFD69250A
SCFD69250AG
SCFD69250AGH
SCFD69250AH
SCFD69250ANGT
SCFD69250ANGTH
SCFD69250ANT
SCFD69250ANTH
SCFD6935A
SCFD6935AG
SCFD6935AGH
SCFD6935AH
SCFD6935ANGT
SCFD6935ANGTH
SCFD6935ANT
SCFD6935ANTH
SCFD6960A
SCFD6960AG
SCFD6960AGH
SCFD6960AH
SCFD6960ANGT
SCFD6960ANGTH
SCFD6960ANT
SCFD6960ANTH
SCJD69200
SCJD69200G
SCJD69200NGT
SCJD69200NT
SCJD69250A
SCJD69250AG
SCJD69250AGH
SCJD69250AH
SCJD69250ANGT
SCJD69250ANGTH
SCJD69250ANT
SCJD69250ANTH
SCJD69300
SCJD69300G
SCJD69300NGT
SCJD69300NT
SCJD69400
SCJD69400A
SCJD69400AG
SCJD69400AGH
SCJD69400AH
SCJD69400ANGT
SCJD69400ANGTH
SCJD69400ANT
SCJD69400ANTH
SCJD69400G
SCJD69400NGT
SCJD69400NT
SCLD69300
SCLD69300G
SCLD69300NGT
SCLD69300NT
SCLD69400
SCLD69400A
SCLD69400AG
SCLD69400AGH
SCLD69400AH
SCLD69400ANGT
SCLD69400ANGTH
SCLD69400ANT
SCLD69400ANTH
SCLD69400G
SCLD69400NGT
SCLD69400NT
SCLD69500
SCLD69500G
SCLD69500NGT
SCLD69500NT
SCLD69600
SCLD69600A
SCLD69600AG
SCLD69600AGH
SCLD69600AH
SCLD69600ANGT
SCLD69600ANGTH
SCLD69600ANT
SCLD69600ANTH
SCLD69600G
SCLD69600NGT
SCLD69600NT
SCMD69600A
SCMD69600AG
SCMD69600AGH
SCMD69600AH
SCMD69600ANGT
SCMD69600ANGTH
SCMD69600ANT
SCMD69600ANTH
SCMD69700A
SCMD69700AG
SCMD69700AGH
SCMD69700AH
SCMD69700ANGT
SCMD69700ANGTH
SCMD69700ANT
SCMD69700ANTH
SCMD69800A
SCMD69800AG
SCMD69800AGH
SCMD69800AH
SCMD69800ANGT
SCMD69800ANGTH
SCMD69800ANT
SCMD69800ANTH
SCND69100A
SCND69100AG
SCND69100AGH
SCND69100AH
SCND69100ANGT
SCND69100ANGTH
SCND69100ANT
SCND69100ANTH
SCND69120A
SCND69120AG
SCND69120AGH
SCND69120AH
SCND69120AHZ001
SCND69120ANGT
SCND69120ANGTH
SCND69120ANT
SCND69120ANTH
SCND69400ANGT
SCND69400ANGTH
SCND69400ANT
SCND69400ANTH
SCND69600ANGT
SCND69600ANGTH
SCND69600ANT
SCND69600ANTH
SCND69800A
SCND69800AG
SCND69800AGH
SCND69800AH
SCND69800ANGT
SCND69800ANGTH
SCND69800ANT
SCND69800ANTH
SCPD69120A
SCPD69120AG
SCPD69120AGH
SCPD69120AH
SCPD69120ANGT
SCPD69120ANGTH
SCPD69120ANT
SCPD69120ANTH
SCPD69160A
SCPD69160AG
SCPD69160AGH
SCPD69160AH
SCPD69160ANGT
SCPD69160ANGTH
SCPD69160ANT
SCPD69160ANTH
6GK1905-0CB00
據(jù)了解,華榮化工電解液產(chǎn)品一直堅(jiān)持走中路線,可根據(jù)客戶的個(gè)性化需求在較短時(shí)間內(nèi)開(kāi)發(fā)出符合要求的產(chǎn)品。公司相當(dāng)比重的產(chǎn)品用于出口,主要客戶包括索尼、三星、松下、LG等跨國(guó)企業(yè)。
國(guó)泰君安的研究報(bào)告認(rèn)為,*來(lái)看,電動(dòng)汽車(chē)是鋰電池的藍(lán)海,隨著鋰離子動(dòng)力電池的不斷成熟和拓展將為鋰電池及電解液提供廣闊的市場(chǎng)空間。
更值得投資者期待的是,江蘇國(guó)泰持股71.5%的亞源公司將投資8330萬(wàn)元建設(shè)“300 噸六氟磷酸鋰項(xiàng)目”,據(jù)了解,亞源公司六氟磷酸鋰項(xiàng)目計(jì)劃年內(nèi)進(jìn)行中試,如果未來(lái)公司能夠順利生產(chǎn)出合格的六氟磷酸鋰產(chǎn)品,實(shí)現(xiàn)原材料替代。長(zhǎng)江證券指出,六氟磷酸鋰是電解液的原材料,制造難度很大,國(guó)內(nèi)企業(yè)僅天津金牛有80噸自用產(chǎn)能。亞源公司中試成功之后,將會(huì)建設(shè)300噸產(chǎn)能項(xiàng)目,這個(gè)項(xiàng)目的成功將會(huì)為公司帶來(lái)超額收益。不過(guò),六氟磷酸鋰工業(yè)化生產(chǎn)難度非常高,亞源公司能否順利完成中試仍有待觀察。
從公司所處的鋰電池行業(yè)看,長(zhǎng)江證券認(rèn)為,鋰電池產(chǎn)業(yè)正迎來(lái)非常好的機(jī)遇,下游的需求增長(zhǎng)來(lái)之多個(gè)方面,首先,對(duì)傳統(tǒng)鉛酸電池的替代,例如電動(dòng)自行車(chē)領(lǐng)域;其次,新能源汽車(chē)局面的打開(kāi)會(huì)顯著的拉動(dòng)動(dòng)力電池的需求,而鋰電池是*選擇之一;第三,消費(fèi)電子領(lǐng)域需求的繼續(xù)增長(zhǎng),包括手機(jī)、電腦等;第四,配合新能源發(fā)電系統(tǒng)而需要建設(shè)的電網(wǎng)儲(chǔ)能,鋰電池也能分得一杯羹。
中炬高新:鎳氫電池還有很大發(fā)展空間
中炬高新是目前早研發(fā)汽車(chē)動(dòng)力電池zui早的企業(yè),該公司副總、董事會(huì)秘書(shū)彭海泓認(rèn)為,作為電動(dòng)汽車(chē)動(dòng)力,鋰電池性能較為活躍、在某些安全性的技術(shù)瓶頸尚未突破的情況下,車(chē)用鎳氫電池在未來(lái)還會(huì)有很大的發(fā)展空間。