Investment opportunities in new energy battery cathode material and divide concentrated in two segments, overheated solar photovoltaic industry, front-end investment is worth reflecting on the 19th of this month … … the 2010 “Spring Song Wo Capital Forum”, the venture capital industry and related Venture representatives, the new energy vehicle production is expected within three years, accounting for 5% of green energy in the ascendant, the new energy battery-related segments or will become a major venture capital investment direction.

    Production of new energy vehicles in three years, or accounting for 5%

    ”In the field of new energy vehicles in china can be said is in the new energy automotive industry with a turn overtaken by the process of overtaking.” In the same forum, Guotai Junan researcher Han Ruobing analysis, three years after the production of new energy vehicles accounting for 5%. Han Ruobing that the development of new energy vehicles in China to consider three main aspects: First, energy conservation, the second reduction, the third lower China’s dependence on oil resources. And specifically to the breakdown in the field of new energy vehicles, the battery industry in the spotlight. Han Ruobing that mainly affected by the battery life, energy, power, safety, cost five side constraints.

    Chung Ling, general manager of the German side that the Nano, the battery industry is there are two main technical barriers: one is the cathode material, a is diaphragm. “These two aspects determine the production cost of the entire battery, if the cathode material prices low enough, divide the price low enough so that the promotion of the car to lay a solid base.” Ling Chung said.

    In the field of new energy battery has invested in several enterprises hongkong Institution Li-wei, chairman of the view that the investment opportunities anode materials is relatively weak, where the cost of the battery, divide up the second largest item, divide should, if broken have a great opportunity. In addition, equipment is an important investment opportunities in this field lies. Guli Ji China Merchants Technology Group chairman, said in a low-carbon economy that we voted in 20 projects, the future will continue to focus on investment in this area.

    Solar investment front face the problem of pollution

    Sustained investment in new energy at the same time, the industry itself, the problem has been caused by exposure of the industry.

    ”This is an investment in photovoltaic cells, is already close to 1 trillion. The country has such a large investment, the risks are very great.” Ling Chung said. Li Wei in the view, solar energy development in China is probably “a bit early.” “Especially the front, the cost is particularly high, mainly pollution.” This newspaper reported last week, Asia’s largest silicon factory workers “collective pneumoconiosis,” a startling investigation. “Barren sky yellow smoke” environment, the workers “collective pneumoconiosis” directed “silicon to create” the most front-end chain.

    ”Solar energy now to do mainly based on silicon, and silicon from the sand, quartz sand. China, mainly in the west of quartz sand, in Sichuan, Guizhou, Yunnan, Guangxi, Hunan these areas.” Li Wei, said some local governments for economic development, the mining of quartz sand out of silicon after refining, metal refining of silicon, I saw many companies, most people feel is the pollution.

    ”Our company so far did not cast a solar silicon, which is one of the major reasons. If we set up this logic, this industry can not develop in China. The more development, the more we lose.” Li Wei believes that enterprises, never as a low-carbon and carbon in order. For low-carbon and carbon, are likely to enterprises do not have enough strength in a sudden case of desperate, they may be taking their own once the most dominant thing gone out. Really engage in low-carbon should be gradual. Reduced business costs, is itself a low-carbon.