We gave the lens to Fang Dachan. Why do you want to see it? As many people have said, countless people have said it countless times, but it always hurts people. Why? We explore deeply with questions. Let's look at its basic situation. Is a leading graphite electrode enterprise, with the only new carbon brick production base in China and the third largest graphite electrode enterprise in the world, mainly engaged in graphite and carbon products. What is a graphite electrode? Graphite electrode is a kind of high-temperature resistant graphite conductive material, which takes petroleum coke and pitch coke as aggregates and coal pitch as binder, and is processed by raw material calcination, crushing and grinding, batching and other processes. Note that this is a conductive material, and combined with the recent heat of the power plate, it actually seems that it is not only a traditional non-ferrous metal, but also involves electricity. In fact, it is a carbon-neutral car, so its counterattack is so much? If this is more emotional hype, does it still have its own foundation to extend?
It integrates the R&D and production practice of carbon and graphite materials for more than 50 years, constantly absorbs and digests foreign advanced technologies, extensively carries out R&D cooperation with domestic scientific research institutes, and establishes a series of proprietary core technologies for carbon material production through independent research and joint research, with independent intellectual property rights and independent ownership and use rights according to law, which is irreplaceable, durable and specific. In fact, it shows that it has something in scientific research, not a swollen face and a fat man.
At the same time, it has independent core technology in the production of high-power, ultra-high-power and large-scale graphite electrodes and carbon materials for nuclear use, and has the national civil nuclear safety equipment manufacturing license. It is a national high-tech enterprise, a postdoctoral research center recognized by the state, and has a perfect production and operation, scientific research and development, testing and analysis system. It can produce all kinds of graphite electrodes and carbon products needed at home and abroad, and it can be said that it does have a hard foundation in its own field.
However, the inspector believes that these things can only be regarded as a long-term development, which is the icing on the cake at most for the recent trend, not the core. In addition to the superposition of nonferrous metals and power themes, the core should be aimed at the core! What is the core, the core thing, and that is the relationship between supply and demand! The price of graphite electrode is rising gradually, and the industry is facing a fundamental turning point. Since June 2020, 65438+ 10, the price of various graphite electrodes has been rising continuously, and the price of mainstream ultra-high power graphite electrodes has risen from June 20, 18000 yuan/ton to the current 19500 yuan/ton. Only better performance can support it. This should be the fundamentals, the so-called fundamentals are good. Its core should be to create more value. While grasping industry opportunities, it is the current focus to make rational and appropriate use of fundamental advantages.
We gave the camera to GEM. Why should we look at GEM? Does it have anything to do with Fang Da? What's behind it? Let's discuss it in depth! Recently, there was a typical box shock, and the game was fierce. Let's take a look at its basic situation first. It is a leading scientific and technological enterprise in the field of recycling waste cobalt and nickel resources in China, the world's largest base for recycling cobalt, nickel and tungsten resources, the world's largest base for manufacturing ultrafine cobalt powder and the world's largest base for remanufacturing ternary power raw materials. Established China electronic waste, waste batteries, waste cobalt and nickel resources recycling low-carbon resource industrial base, that is, collecting waste, recycling products, replacing imported products. Then you can know that it is not directly related to Fangda, but it is similar to Fangda! Why do you say that? In addition to the concept of non-ferrous metals, it actually has a resource recovery system, which involves environmental protection and is also a carbon neutral part. Then there are stocks with dual concepts, so they are taking a hype route! Then we continue to dig deeper and see if we can find profound enlightenment!
As we know, the new energy automobile industry is exploding and gradually becoming the main industry leading the world's green development. Ternary power battery is one of the mainstream power of new energy vehicles, and high nickel ternary material is the development direction of ternary power battery in the future, which has broad market prospects. The ternary precursor material for power produced by it has become a high-quality key raw material for ternary materials of global power batteries. Secondly, the recycling system of waste batteries was established in Shenzhen, Wuhan metropolitan area and other cities 12, covering 65,438+10,000 square kilometers, and a social channel for obtaining raw materials for production at low cost was initially established. Then we can know that it is not just to develop the power battery of new energy vehicles. If you want to establish a recycling system, with the popularization of new energy vehicles, its application scope is very broad. This is its real ambition, and it will build a perfect chain in the emerging field of environmental protection cycle.
To sum up, they are the superposition of dual concepts, and they are all superimposed on environmental protection in their own non-ferrous metal fields. They are faced with challenges and opportunities. What do you think of them? Please leave a message in the comments section.
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