1, Tongcheng new material 603650: The company holds the equity of Beijing Graphene Research Institute Co., Ltd. 16%, which is mainly engaged in the basic research and industrial application of graphene technology.
2. Yulong 60 1028: It belongs to the downstream of the industrial chain. Yulong plans to invest in Tianjin Yuhanyao Graphene Energy Storage Materials Technology Co., Ltd. by means of equity transfer and cash capital increase, with a total investment of 790 million yuan, and holds 33.34% equity of Yuhanyao after the investment. Yu Hanyao's main products are ternary cathode materials, modified ternary cathode materials and modified composite conductive paste.
3. del future 00263 1: It belongs to the upstream and downstream of the industrial chain. In terms of upstream graphene, the holding group has 60 million tons of graphite ore; In terms of upstream equipment, Encheng Technology owns 60% of the market share of vapor deposition graphene preparation equipment. Downstream, Elektronix's graphene thermal conductive plastic and thermal conductive film are both blue ocean markets.
In addition, graphene concept stocks include: Baichuan 002455, Gorgeous Family 600503, Hangdian 6036 18, Dongfang Material 60310, Wei Xing New Material 002372, Le Tong Stock 0023 19 and china baoan 00009.