BYD's secret front: iron batteries will be put into mass production
Alleged breach of the new plant site was forced to a standstill, to postpone the return of A shares, Hong Kong stock price nearly cut, fund holdings, Morgan Stanley lowered sales expectations and
investment rating ... ... BYD (52.65,0.85,1.64%, the economy through real-time quotes) ( 01211.HK) recent troubles.
At the same time, BYD in its field of solar power and electric cars are still, as always, a high-profile. Perhaps, in the individual this view, all the technical problems bothering the general
will as he habitually overcome.
Compared with the above, BYD has been claiming that "nuclear weapons" iron battery will be put into production perhaps it was really fun to do.
This is outside of the much-anticipated years of BYD's "core technology", and BYD vowed to enter the solar energy and other new layout, is the secret of concentration of forces BYD front.
However, the mystery is indeed mysterious, but also in the outside world into question. Has always been known for its low cost advantage, technical research capabilities, it really can be the
same as in the field of rechargeable batteries to help them continue in the new field of energy withering to take the lead, will not like it's known as "the world's first production dual-mode
electric vehicle "F3DM general, but no one saw the thunder down?
After all, this over the years to attract everyone's attention F3DM, has been listed since March this year, sold only 20 units, which with its annual sales target of 1,000 units far.
This is more than a year ago for its claim to a large-scale production of iron cast a shadow over the battery production plans. After all, a secret front in BYD, whether it is iron battery, or
solar cells, solar energy storage power plants, all based on large-scale electric vehicle based on sales.
BYD aware of this, perhaps after facing years of high-profile, it will eventually usher in the outside world a glimpse of its secret nature to look.
New energy expansion
"BYD is indeed building a 100 MW solar cell production line, but has yet to reach capacity production line, still in the commissioning phase." Mid-July, the PV industry, told the newspaper.
The source said, back in 2008, BYD announced to enter in the photovoltaic field, and to institutional investors, said polysilicon links in a "physical law" technology (a way to take
high-temperature melting of silicon purification technology) - - "can reduce the cost per kilogram to $ 8."
Should the implementation, this cost would be subversive. In fact, until 2010, the most advanced silicon technology costs of $ 25-30 per kg. "BYD description of the 'cost' of solar prospects for
we are operating to bring PV business of listed companies investor relations trouble." The source said.
Until the end of the first half of 2010, BYD service delivery in the photovoltaic cell responses to 320 kilowatts of products. This is almost the size of guinea pigs, a country of about 20 MW
plant size also.
Newspaper learned that the first sign of BYD Battery Co., Ltd. is the American Solar Energy (SolarPowerInc. Referred to as SPI). SPI's main business of residential photovoltaic roof.
Shenzhen, a private, said they were not optimistic about the BYD use of "physical law" manufacturing polysilicon. "Not only is their team, the technical action is not obvious, but in the United
States, Japan, there have been several solar companies to do the physical laws, later failed." Siemens is now relatively common (at high temperatures, a chemical method to purify silicon
technology), physical method, while a short process, low investment, low production costs, but the disadvantage is that the conversion rate of instability, recession and rapid product and
technology relatively immature.
For solar cell production status BYD, BYD, said: "On a lot of solar energy plan, the company now are not made public, and not convenient to answer." BYD public relations, a person claimed that
"solar production line is started, not very sure."
This does not prevent the vision described BYD. In the solar business, BYD has a very large project - a message from the Shaanxi Provincial Development and Reform Commission, Shaanxi BYD plans to
build 5,000 megawatts of solar cell production line. It gave himself six years to be completed by 2015.
In contrast, the domestic leading enterprises Suntech took eight years before they reach the current size of 1,000 MW. This means that, Suntech in order to "catch up" BYD, must raise 50% of the
annual production capacity to 5,000 MW in 2015. Meanwhile, the PV market have the same annual rate of expansion.
As the world's largest market - Germany last year demand for 2,500 MW of photovoltaic cells.
Meanwhile, the BYD targets, Suntech is more than the "magnificent" - to build the solar cell industry chain.
In addition to production, technology and market risks, the news from the Shaanxi Provincial Development and Reform Commission, BYD is expected to invest in the project, $ 22.5 billion is the
development of circular economy in southern Shaanxi ten projects.
Funds come from, BYD did not give an explanation.
However, although no solar cell results, but involved in the new energy industry, the success of the company in the capital market rally. In 2008, BYD began to spread on the market in the
"low-cost polysilicon manufacturing" news. In 2009, BYD announced a solar cell project started in Shangluo City, the scale of 100 MW. In early 2010, came BYD want to build 5,000 MW scale.
The end of June this year, said the news from BYD, "a 100-megawatt production line will be formally put into operation, two 400 MW has started construction."
"'Will be formally put into operation' instructions not to do, that is, and new energy vehicles, like business, BYD uses campaign ahead." Broker a researcher said.
Time difference
BYD is studied under in more new business, but called "nuclear weapons" - is still only iron battery technology. After all, in the company's territory, the main industry is still the car, and
thus extended to other business.
BYD-iron battery is called the "nuclear." Cited outside the curious, this is a core technology itself exactly how powerful, can mass production?
The reporter field survey found that, until today, the iron battery production base two projects are still construction sites.
This year, BYD shares soared up to 85 million.
Last August, BYD announced that electric car battery production base in Huizhou, Guangdong capital construction, "the battery can be mass-produced iron." At that time the company introduced two
projects in construction in September 2008, and covers an area of 810,000 square meters. Phase II project that is BYD iron battery production base.
One year, BYD electric vehicle battery production base status?
July 14, 2010, newspaper reporter iron battery base in Huizhou scene - two project sites, the large tracts of land still loess overturned, dusty park, the site is basically a heterogeneous
picture. And across the street from the excitement of a park scene compared to hurry here, do not see the workers wearing BYD tooling.
In the two corner site, the reporter saw "BYD Battery Co., Ltd. Huizhou base two 1, 2 quarters," the project license. Start date of November 11, 2009, completion date is July 30, 2010.
Corner of the park, part of the blue roof of the plant has been built. According to the workers introduced into the plant has equipment. Reporters tried to enter the film factory, but blocked by
security.
Contact BYD Company newspaper, the responsible person, "the company has provided for the project base-iron battery is not currently open." A CCTV reporter said that CCTV has repeatedly requested
access to iron battery production sites to visit, but the same was rejected.
Has been "secretive show people" BYD iron battery production line, started what will, lead to the outside world quite a lot of speculation.
April 2009, the battery company BYD Huizhou, for electrical appliances, automatic washing lines and other equipment for a number of tender. In July, the Daya Bay District Government BYD two
industrial parks located in the "BYD Auto paint production project environmental impact report" for the trial.
BYD these initiatives seems to indicate that iron battery production line, step by step indeed. But so far, BYD iron battery two sites, most of the wasteland.
There is speculation that "nuclear weapons" iron battery "carrier" - the electric car has not yet reached the scale of production, or restricted-iron battery BYD main reason for large-scale
production.
December 15, 2008, BYD announced its "world's first production dual-mode electric vehicle" F3DM listed. A year later, in March this year, an upgraded version of the car - "low-carbon version of"
formally for personal sales.
Phase of product a year ago, "low-carbon version of" a piece of the roof to install solar panels. BYD said in addition to professional and home charging station charging outside, F3DM low carbon
version added a third charge of solar charging this way.
However, since the sale of several months, as of mid-July, the car sold a total of 20 units. One month of June, only listed in the Shenzhen area of 12 units were sold.
This means that the electric car to be optimistic about the outside world until the mid-2010, BYD is still not sufficient to promote publicity in 2009 that the realization of large-scale
production of iron battery. BYD is obviously aware of this, this, in addition to subsidies enjoyed sales of Shenzhen, as well as in Shanghai and Hangzhou to promote F3DM and E6, the company is
located in Changsha, the base of electric buses, but also within the year production.
Path
BYD along the way, voices of doubt and applause go hand in hand. For its main focus on the question: what a significant reduction in cost, iron battery and electric vehicle technology available
why the delay?
"Propaganda first," is the key external challenge BYD arrogant.
In the individual into the car business before the company is doing OEM rechargeable battery and cell phone parts.
In 2003, BYD Qinchuan car purchase, Wang declared that: "Do electric cars is BYD entered the automotive industry in mind. BYD electric cars do, is to make China's Three Gorges dam, the water
turned into oil , so that all cities in China, like Tibet, is like the sky blue. "
In 2007, BYD entered the automotive industry is the fifth year, Wang has released rhetoric, issued a "Declaration of 2015 and 2025", respectively, for the "China first" and "the world's first"
specific time. This year, BYD sold only 85,000 the year, car prices in the country are still not on the number row.
In 2008, F3DM models listed, so that became the domestic BYD electric vehicle technology leader. Although, the car was "shelved" until today has not achieved mass production, but BYD "upstart
electric car technology" image is already set.
Concrete expression of new energy vehicles and "upstart electric car technology" status does not match. Until the end of 2009, 45 million units in BYD in total car sales, the proportion of the
fuel cars accounted for almost all.
However, Wang's pursuit of electric cars, has successfully attracted a "Warren" Buffett's attention. Munger, Buffett's partner and even praised Wang, "This guy is simply a combination of Edison
and Welch." "Warren" shares, the BYD shares rising steadily to $ 80 or more.
The delays for F3DM for personal sales, Wang Jun, a spokesman said BYD Auto: they do not want in the market environment and facilities is not ripe hurt the consumer market, BYD is willing to
support national policy and other vehicles with lower prices make this market bigger.
BYD said the current market environment and facilities are not yet ripe, such as charging stations, charging pile set and other facilities is not perfect, also involved in power system
communication, and strong government co-ordination.
Interestingly, in the "immature environment" under the constraints of BYD has introduced a new plan is more ambitious - "to enter the field of solar cells." BYD hopes in electric car, and then
attach the solar cells.
Vertical integration
BYD to build solar cell production lines to make up for electric cars "car environment", the company has a new plan.
May this year, BYD Los Angeles financial district in the United States, set up a "car batteries and solar business" headquarters. Chairman Wang said at the scene, "I want every family to spend
solar panels," and claimed that the company's next goal is to "expand the U.S. market", and then, and then shift the focus to hybrid and electric-powered vehicle.
July 13, BYD new energy into the house. Teamed U.S. KBHome, green residential building in the United States. Allegedly, this set of residential solar energy technology, battery technology and LED
lighting in a number of new energy technologies.
This may be BYD "expand the U.S. market", and also indicates the future direction of BYD solar battery.
However, BYD This time together to create a new energy with only 5 residential units, and the use of new energy technologies, there is no commercial. In China, only used in BYD own "future
Village". "The future village" is BYD in Shenzhen, Ping Shan base two villas, the company's technology in this lab.
At the same time, BYD's under the IT field - rechargeable batteries, will be this year, further increasing battery product application portfolio for the development of electric vehicles and
energy storage power station and other new business areas to prepare.
BYD Company portrayed to the outside world is a new energy business in addition to IT and vehicles, to enter the third area. New energy business, including solar power, storage power stations,
new energy vehicles, solar cells.
BYD said the company will use the "vertical integration" of low-cost model, transplanted to the new energy sector.
July 22, BYD insiders told this newspaper, "the company does business in preparation for home appliances," but, the person said, "several executives at the meeting explained that this business is
currently not allowed to reveal."
Can be expected that the business should also be BYD appliance chain in a ring.
In addition, the Shenzhen Municipal Government to seek industry in inland after the transfer of Foxconn, BYD more support in the field of electric cars, BYD to give great support. Its two
electric cars F3DM and E6, respectively, for maximum 89,000 yuan and 12.9 million in subsidies.
According to this understanding, BYD to support the new energy vehicles, a taxi company in the local government specially selected 40 5-star driver, driving 40 BYD new energy vehicles. Elements
of these drivers can not pay the money, the monthly wages of 6,000 yuan.
Excellent environment due to BYD's battery of new energy vehicles - every taxi driver can only run 400 km per day. BYD new energy battery charge is divided into short, medium and long full
charge. Among them, the fast half-hour full charge is 60%, and long you need to charge full 6 hours. Shenzhen taxi drivers the practical experience, or to bring new energy electric cars BYD
reputation.
Capacity expansion in new business while in mid-July, the Ministry instructed the Shaanxi Provincial Department of Land and in conjunction with the prosecution, and severely punish illegal land
BYD shares Plant Xi'an incident, in order to cast a shadow over the business this year, BYD.
It is understood that in order to "shock 800 000," the sales target, Xi'an BYD expansion project started last year. Currently, the project was forced to run aground.
BYD existing capacity of 500,000 vehicles, of which the capacity of the facility with 300,000, but this year sales target of 80 million. According to data released by China Association of
Automobile Manufacturers, sales of BYD first half of 2010 was 28.5 million. After the event, the industry worried that the company had sales of cold car will once again intensified.
For some time, BYD was Fidelity holdings, Morgan Stanley lowered sales expectations and investment rating, A-share listed the main surgeon who UBS Securities Asia Chairman Cai Hongping also
announced the departure. July 14, BYD announced that plans to issue A shares extended for another year, until September 7, 2011.
BYD has a whole lot of good new energy vision, however, the car business, profit alone is not enough support. As a "technology upstart," BYD, how to promote the new energy carrier, the outside
world remains to be seen.
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