Branch force far up behind: Ni-MH battery Three years is still 0 orders

Branch force far up behind: Ni-MH battery card in the order, the new energy strategy is still in the swing of the car with more than a nickel-hydrogen battery subsidy of 3000 yuan per unit, while the car loaded BYD lithium battery each subsidy of about 50,000 yuan 2009 0 orders. 2010 0 Orders.　　Two years passed, the spring of 2011, Branch force is still not able to wait until the NI-MH power battery orders. "We are still testing the depot and haven't got the order yet, we haven't started mass production. The year of 2010 has not been profitable.　　March 24, 2011, the Secretary for Science and Finance, Mr Tung, has responded to the weekly financial report in the same way as September 2009. But it doesn't matter. The market loves sci-fi more than the story.　　Despite the 0 orders, the force is far from the limelight. From the end of August 2008, the banner of Ni-MH power batteries to today, the Branch force far from 2 billion expansion to 8.2 billion, the share price from 7 to 26.71 Yuan, Rose 2.82 times times, P/E is up to 286 times times. "8.2 billion of the market capitalisation, 286 times times the P/E, net profit is only more than 20 million, the bubble is very big."　　"A Shanghai analyst has warned.　　Drag and drop, what's the matter? Three years of dream is still 0 orders "Why in the depot testing this link dragged for more than a year?"　　"As early as September 2009, the company has announced that the product has been sent to manufacturers to detect." "2011 can not start to contribute to profit depends on market conditions, the most important is the order."　　"The above branch force person said. "This involves all aspects of the problem. Now we have some experimental orders, market orders are not yet, but there is no problem with capacity and technology.　　The spokesman said. "When I went to research last January, they said they were running for more than a year and there was no movement." There may be a lot of problems, but it's a tough process, but they don't talk to investors.　　"One of the analysts in Shanghai, who has studied the subject, recalls. "There is little likelihood that this year will produce a poor performance." "A number of analysts said.　　Analysts were initially very excited about the delays in orders and performance, and 2009 and 2010 became cautious in adjusting earnings forecasts, and now have opted to remain silent.　　This control of the original timetable is known: the planned production of a single HEV battery in March 2009, June production, the first 2009 output 18,000 sets of Hev batteries, two 2010 output 42,000 sets of battery pack. The schedule screeching stopped in mass production. Branch force far side said: "Now the acquisition of Panasonic Southern Hunan Plant, capacity is not a problem." The key is the order.　　"Now," 0 orders "has become the most tangled thing in the branch force.　　Why are institutions so blind? "Ke li Far light foam nickel and traditional batteries cannot afford this share price, is obviously overvalued." The most important market point is the Bubble Ni-MH battery, the institutions are also watching, the risk is here. "The aforementioned ShanghaiAnalysts say.　　High-stakes Nickel hydrogen: Why can't I get the order?　　Why can't you get the order? Our main customers are South car, FAW and so on. "The branch force far dong the secret office said.　　Prior to this, with the force far to the docking of the entire vehicle enterprises, including Changan, Chery, South Car, Changfeng, Huatai and so on. "If the branch force far can take Changan automobile this customer to win, the foreground is still good."　　A new energy source said. It is the development reality that new energy vehicles rely heavily on government subsidies and financial support to really make it difficult for these downstream operators to decide to sign their orders. And the branch force is far from the right to lose here.　　The current policy is more beneficial to lithium batteries, which are represented by BYD. "It's not just the battery problem, but the control system of the downstream hybrid, the problem of initiating the system, the problem of market cultivation."　　Shanghai analysts said. Industry insiders said, the NiMH battery is based on energy-saving equipment subsidies, each car to fill 3000 pieces.　　BYD's lithium-ion batteries are subsidized by new energy equipment, with a subsidy of about 50,000 dollars per car. "Ke li far ni-MH battery has not progressed much, mainly because the government subsidy policy is not enough." The policy is more beneficial to lithium-ion battery companies.　　"said an analyst in Beijing. "3000 dollars will not cover the cost of the subsidy, at least 10000 dollars per subsidy." They feel that the subsidy policy is now unfair and that it should be subsidized at a rate of saving.　　Said Beijing analysts. "Our chairman has already reflected this issue in the two sessions this year," he said.　　"The branch force far aspect expresses. But the Beijing analyst said it was not optimistic: "I feel that the attitude of the country is to give 3000 subsidies, do not live to do." "This statement was endorsed by Shanghai analysts:" Lithium batteries are a big trend in the industry, and national policies cannot change the strategic direction because of the viability of a company.　　"Jongfaping Tangle: Ni-mh or lithium?" The game of money is also here. After 2009 years, 2010 long time in 17 blocks up and down, this year in the branch of the far plate on another wave, stock prices all the way bullish, set a record of 28.3 yuan.　　It has risen by 66.4% this year. "Mainly branch force far to buy Panasonic southern Hunan factory, so that the market has a degree of excitement." "The Shanghai analyst said," Now, BYD representative of lithium battery development encountered some problems, the market and the return of Ni-MH battery, Branch force far find some bounce space. "I am not very optimistic about the future of the Ke force, ni-MH battery in the long run is not in line with the direction of national development." To tell the truth, Ni-MH battery is a transition product. This 35 is the prime time of the Branch force far. The question is 5 years and 10. The stakes are high.　　"An analyst who has long been tracking the division has expressed concern, which represents a consensus among many in the market." This point, Jongfaping chairman of the board than anyone knows, he did not put all the treasure on the Ni-MH power battery. August 2010, the research of lithium battery was established by Ke LiHeart, plans to cover the entire car battery production in the future, for the branch force far to strive for more time and space. "We do not reject the strategic direction of lithium battery development, but in this process, we should use a mature technology to achieve."　　"The branch force far to declare. Asked if the force is far from planning to enter the lithium-ion battery field, the force is far from responding: "We did not say no lithium battery, we have been studying lithium batteries." "Coincidentally, Ni-MH battery leader Jongfaping and lithium battery leader Wang Wang are alumni of South Central University.　　The game between two alumni, in fact for the automotive power Battery industry is "Ni-MH" or "lithium"-led path choice. "Ke li far to enter the field of lithium battery barrier is not small, lithium battery This BYD advantage is obvious." Shanghai analysts have been watching.