While lead-acid battery industry has experienced an unprecedented time of great consolidation, is seen as "future energy" lithium battery plate has emerged out of new opportunities.

    In some people it seems, because the environmental characteristics of lithium batteries, the current lead-acid battery industry consolidation will re-open the imagination of lithium batteries. Despite a long period of time, lead-acid batteries and lithium batteries will continue to go hand in hand, but the former is bound to industry consolidation and the shuffle to the relevant enterprises in a short time impact and triggered a new round of the battery industry structural adjustment . In the meantime, there are some more environmentally friendly alternative to lithium opportunities.

    Data, because not contain cadmium, lead, mercury and heavy metals harmful to the class, and the use of lithium in the production process produces almost no pollutants.

    On the other hand, lithium also face competition from the transfer of industries in Japan after the earthquake opportunities. It is reported that Japan's lithium battery industry has been in the world, global market share of over 50%, but the earthquake has seriously affected the functioning of the battery industry chain. Industry insiders estimate the relationship between the earthquake in Japan, or will appear in the lithium battery River around 4% -7% annual production capacity of the supply gap, this part of the gap is expected to number in China and South Korea's factory production capacity sufficient replenishment.

    Japanese media had reported that Matsushita has decided to put more lithium battery production from Japan to China. In 2012, the company will invest 200-300 billion yen for the construction of a new plant in China, and upgrade facilities. Under the plan, by 2015, the Panasonic battery production in China will increase to account for more than 50%. Currently, 80% -90% of the company's lithium batteries are still produced in Japan and the rest in China.

    One of the important material as a battery, the global aluminum production capacity after the earthquake in Japan, a larger gap. Recently, two aluminum companies in Japan have to seek partners in China, which has become the Japanese battery industry chain, China to speed up the transfer to another signal.

    Reporter learned from the Chinese Institute of Electronics, the Institute sponsored the "Third China (Shanghai) International Exhibition battery products and technology" will be held in Shanghai in September this year. Now it seems that this year's registration and participation of the lithium battery business more than doubled last year, and dominated in previous years, compared to lead-acid battery business, lithium enterprises have become the main force in this year's exhibition, which further validates the trend of the battery industry restructuring .

    It is reported that the show will be held over the same period, "battery technology innovation in China 2011 (Shanghai) Forum", when the current battery industry will change in the situation and opportunities for discussion.

    Datong Securities Investment Consulting FU Yong pointed out that the accelerated phase-out of lead-acid batteries will make the lithium batteries in the industry's prospects even brighter. The concept covers a wide lithium and lithium mining upstream related stocks have Ganfeng Lithium, Tibet and mining, downstream lithium-related stocks.

The article above is transfered from glow plug, and spark plug