New Energy Automobile Industry: Accelerating the Process of Phase out Lead-Acid Batteries

Investment Highlights: The Ministry of Industry and Information Technology will release a series of industrial transformation and upgrading plans to read and write before the 12th Five-Year Plan period. The plan proposes that during the "12th Five-Year Plan" period, ordinary open-type lead storage batteries will be phased out to accelerate the replacement of nickel-metal hydride batteries with cadmium-nickel batteries; at the same time, lithium batteries, nickel-metal hydride batteries, new-structure lead batteries and other power batteries will be vigorously developed to gradually reduce lead in the battery industry. Consumption of mercury, cadmium, and cadmium. Lead-acid battery industry access conditions will be introduced in the first half of this year, and its regulations prohibit the construction of new open-ended ordinary lead-acid battery production projects. Existing production lines should stop production within six months after the access conditions are implemented.

State Grid: This year, 196 power stations will be built to promote the construction of intelligent networks. The State Grid will continue to promote the construction of intelligent charging and swapping service networks this year. This year's goal is to build 196 charging and charging stations and 1945 AC charging stations. The plan of the national grid is expected to make this year's charge-and-swap service network construction possible with early completion. A large number of demonstration projects will allow the State Grid and equipment integrators to share the cake.

KPMG: The electric vehicle market in China and Japan will be popularized for a short period of time. KPMG's report stated that: In China, Japan and other high-growth markets, electric vehicles can be popularized in a relatively short period of time. The survey on emerging automotive technologies pointed out that respondents from the BRIC countries think that fuel cell vehicles will be the most popular among consumers, but Chinese respondents expect pure electric vehicles to become the mainstream of the market.