Sunday 13 December 2009

Duan Zhen Zhong: Thinking on the next wave

Duan Zhen Zhong: Thinking on the next wave

With the new energy vehicles this year, warming, Tianjin Stellan Energy Technology Co., Ltd. Laptop Battery (hereinafter referred to as "Strand") as of the few to master the core synthesis technology supplier of battery materials, one sought after by the major automobile manufacturers, Mitsubishi, Renault, Chery, Wanxiang Group have become its customers. "Customers are actively looking for come," general manager Duan Zhen-Zhong enjoy the happiness. In November the new plant put into use, the production capacity of 1,000 tons scale Stellan become the world's largest iron phosphate lithium battery cathode material supplier.


Stellan mentioned, many people will immediately think of their "BYD supplier" status. In 2006, just a year business segment Shigetada to 5 kg sample was sent to a demand for BYD, when the company also sent a total of more than 20 samples in the selection process, many suppliers were eliminated, leaving only the final China Taiwan under the strand, and a smooth delivery company, "It is the natural choice to us." BYD, after becoming the supplier, combined with the domestic atmosphere of the new energy industry began to take shape, Stellan in 2007 and 2008, rapidly developed.


Although most of the clients in the automotive industry, but Duan Zhen-Zhong storage area is more optimistic about the potential of wind power, wind power, IBM 02K7016 battery 40% can not be used. According to his estimates, demand for new energy vehicles to 1 million tons, while demand for storage is at least more than 100 thousand tons. The good news is that BYD has recently won the national grid in the electric field of a north wind Chang MW lithium iron phosphate lithium battery energy storage power station, this will be delivered in April next year, the project will require 2.5 tons of lithium iron phosphate material.


A project's role in promoting the sales are not large, Duan Zhen-Zhong pay more attention to its model of meaning, "wait and see a lot of manufacturers to run the demonstration effect, good results will definitely be a lot of people to follow." Recently with the National Grid and a number of power companies the exchange of executives led to his confident, "they wind power energy storage demand is urgent."


In 2009, China introduced in the automotive field has a lot of new energy policies and projects launched many new energy vehicles. Tianjin Lishen Battery Co., Ltd. Previously mainly for Valence, A123 and other manufacturers make foundry iron phosphate lithium battery IBM ThinkPad G40 battery , this year introduced more than 50 million strategic investment in CNOOC will build a new energy Qijuchanneng 100,000 items matching lithium batteries , lithium iron phosphate for next year's projected demand will reach 1,500 tons. Private auto parts giant Wanxiang Group also announced that 1.2 billion investment to develop new energy vehicles, lithium iron phosphate demand is expected to exceed 2,000 tons. Duan Zhen-Zhong Statistics found that if the new energy projects are the use of lithium batteries car to drive, it means that there will be tens of thousands of tons of lithium iron phosphate demand, while domestic capacity was 1,000 tons. "But the industry is more impulsive." In the next boom town of loyalty to remain calm is to segment the challenges, but also his greatest feelings in 2009.


Faced with such a large market space, nature is not difficult to understand, many of hot money will flow into the new energy field, Stellan will be faced with more than 100 in the domestic lithium iron phosphate material suppliers competition. However, Duan Zhen-zhong are not worried about the size of these mostly very small, and almost did not exceed 100 tons of IBM 08K8026 battery production experience competitors. In addition to technical advantages trump card, Stellan high-quality client resources and brand will be an additional barrier.


A passionate appearance in the market, this industry is also hidden risks. Patent is a lot of trouble. Lithium iron phosphate material patents, including two levels. In 1996, a professor at the University of Texas Goodenough found that can be used as rechargeable lithium iron phosphate material, and thus in the United States and Europe to apply for a patent. Materials in the lithium iron phosphate power battery is considered the next generation of key material, each a market into the University of Texas who are faced with the possibility of patent infringement claims, European and American markets have played a number of related lawsuits.


In many Chinese enterprises have not yet conscious circumstances,IBM ThinkPad T21 battery the University of Texas has also applied for the patent in China, and approved. In fact many domestic enterprises will thus restricted. "Patent to how to solve?" At present, Duan Zhen-Zhong is also looking for solutions and look forward to through their own proprietary layout and some new ways of cooperation to break the patent predicament.


Another challenge is still no national standard lithium battery, domestic producers can produce 100 of the more than 200 kinds of batteries, "the lack of industry standards, large-scale production will be difficult to start." Duan Zhen-Zhong believes that the battery will be to promote the standardization of the key to development of the IBM ThinkPad T20 battery industry.



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