Xinghe County is one of the three largest graphite production bases in China with large scale and good elasticity. There are more than 30 kinds of mineral areas such as graphite, bentonite, sillimanite, moyu and basalt, among which graphite and bentonite are the most abundant. The geological reserve of graphite is 37.35 million tons. Panshi city has a graphite reserve of 6.5438+006 million tons, which is one of the three major graphite producing areas in China.
202 1 graphite ore concept stocks are:
1, Zhongke Electric: In the third quarter of 2002/kloc-0, the company's total revenue was 565 million, gross profit margin was 28.76%, and earnings per share was 0. 1434 yuan. It belongs to the upper and middle reaches of the industrial chain. In terms of upstream graphite mines, Xingcheng Graphite, which the company acquired, is mainly engaged in graphite mineral products; In midstream preparation, the company has mastered the laboratory preparation method of graphene, but the technology is still not perfect.
2. Dow Technology: The quarterly report of 202 1 3 shows that Dow Technology achieved total revenue of18.29 million yuan, gross profit margin of 25.85% and earnings per share of 0.3200 yuan.
Belonging to the upstream graphite mine of the whole industrial chain, the company signed a strategic agreement with the Management Committee of Mudanjiang Economic Development Zone to cut into the midstream preparation of upstream graphite resources. Shanghai Carbon Source Huigu, a subsidiary of the company, has the ability to prepare single-layer graphene. In the downstream application, the company launched the world's first graphene-based lithium-ion battery product "Wang En", which is also the first graphene product company directly facing consumers launched by Xu Dong Optoelectronics. The industrial application of graphene materials is at the forefront of the industry. Four series of graphene-based lithium-ion batteries, graphene lighting, graphene electrothermal and graphene anticorrosive coatings have been formed, and some products have been supplied in batches and exported overseas.
3. china baoan: In the third quarter of 2002/KLOC-0, the company's total revenue was 465,438+58 million, with a gross profit margin of 29.48% and earnings per share of 0.0823 yuan. The subsidiary Betray is the largest supplier of cathode materials for lithium batteries in the world, and has formed a complete industrial chain layout of anode and cathode materials for lithium batteries, forming a closed loop from natural graphite ore, graphite processed products to finished cathode materials in the field of cathode materials; At present, the production capacity of cathode materials reaches 40,000 tons/year, and the production capacity of lithium ferrous phosphate is10.7 million tons/year.