What is "Graphene"?
Graphene exists in nature and is a form of carbon. Graphene is layered to form graphite, which is a very common mineral. Graphene is known as the king of materials to promote the fourth industrial revolution and change the world pattern. Two British scientists won the 21 Nobel Prize in Physics for their great contributions in the field of graphene
Characteristics of graphene
Graphene is the strongest material known, which is 2 times that of steel; Graphene is an ultra-thin material, one millionth of the diameter of hair; Graphene only receives 2% light, which is almost invisible to the naked eye; Graphene is one of the best thermal conductivity and heat dissipation materials known, and its thermal conductivity is 1 times that of silver. The flexibility of graphene can be stretched by 2%; Graphene has high vegetable water content and high antibacterial property.
Applications of Graphene
Graphene is used in basic research, sensors, transistors, flexible display screens, new energy batteries, seawater desalination, hydrogen storage materials, aerospace, photosensitive elements, composite materials, biology, textiles, architecture, agriculture and many other fields.
how will graphene change people's lives?
Graphene carbon-based chips have more than ten times the performance of silicon-based chips, and mask aligner is not needed to manufacture carbon-based chips; Graphene batteries for new energy vehicles can run 1 kilometers in 1 minutes; The mobile phone can last for one week after charging for 5 seconds, and the battery life is long; Smartphones can be wrapped around your wrist, computers can be rolled up, TVs can be built into window glass, and even contact lenses built into the display; Graphene as bulletproof vest is light and thin; Graphene non-invasive treatment of tumors and so on.
I believe that with the maturity of graphene technology, there will be more fields that can be developed to facilitate and enrich people's lives.
Research status and progress of graphene
At present, more than 3 countries and regions around the world are laying out graphene industry, and China has become the most active country in the research and application development of graphene in the world. China's investment in basic research and development of graphene is in the forefront of the world, and the number of patent applications is the highest in the world. According to the number of graphene patents retrieved by overseas institutions, by 218, the number of graphene-related patents in the world will reach 15,182, and the number of patent applications in China will reach 13,92, accounting for more than 8% in China. The top three graphene companies in the world are all in China.
relevant statistics show that at present, there are more than 3 graphene industrial parks, graphene innovation centers and graphene research institutes built or under construction in China. At present, more than 2, enterprises in China are engaged in the research and development of graphene raw materials and products, and this number is gradually increasing. In terms of the global technology patent distribution, China, the United States and South Korea are the top three in the global graphene R&D output.
Application and Latest Achievements of Graphene
Graphene is playing an increasingly important role in traditional fields such as semiconductor industry, photovoltaic industry, aerospace, military industry and emerging fields such as new energy and new materials; At present, there are more than 2 varieties of graphene products in China, with 272 product brands. The product quality, particle size classification and crushing processing methods have reached the world advanced level. At the same time, due to the continuous development of deep-processed products, the product structure has also been greatly improved. It has been able to produce nearly 1, kinds of deep-processed products in six categories, such as graphite emulsion for color TV tubes, GRT energy-saving and wear-reducing additives, expandable graphite, graphite plates, graphite seals and graphite refractories, which represent the contemporary international advanced level.
It is worth noting that the 8-inch graphene single wafer made in China by Chinese Academy of Sciences has been produced in small batches. Will the chip usher in a new era? (Now the chip is silicon-based, and the chip made of graphene is carbon-based, with lower power consumption, higher efficiency and performance more than ten times that of silicon-based chip, and the manufacture of carbon-based chip does not need mask aligner). In addition, Shenzhen-based Ewang Technology has released the results of graphene non-invasive treatment of tumors. This new treatment strategy with non-invasive, low side effects and low cost will become a great progress in curing cancer and is expected to become one of the mainstream methods of tumor treatment in the future.
There are many breakthrough applications or research achievements in other countries, and there are not a few that stay in papers or laboratory achievements for the time being.
Market prospect of graphene
At present, the annual output of graphite mining in China accounts for about half of the world's output, ranking first. For a long time, graphite has been one of the dominant nonmetallic minerals in China, and will continue to develop steadily in the future. China's graphene market will occupy more than half of the market share and be in a dominant position in the global market. The industry is optimistic that graphene will surely lead a trillion-dollar industry. According to public data, the annual production capacity of graphene in the world has reached 1 tons. The annual production capacity of graphene will reach thousand tons. In 219, the graphene market in China will reach 56 billion yuan, and it will reach 1 billion in 22. Among them, the new energy market scale will exceed 53.4 billion yuan, the composite material market scale will exceed 37.2 billion yuan, and the electronic information industry market scale will exceed 26.7 billion yuan (the latest data is not available). The above three industries are all hot spots in the market in the near future. The industry predicts that the annual compound growth rate of graphene is about 56.39%, and it is predicted that the graphene market in China will reach about 335 billion yuan in 223.
risks in graphene industry
1. The overall quality of graphene patents in China is not high, and the number of basic core patents is small. 2. The price of high-purity graphene is comparable to that of gold, even higher than that of Huang Jingui. The price is calculated in grams, which inhibits the development of the industry to some extent. 3. At present, graphene has not entered the stage of real large-scale industrial production. "How will graphene change our lives?" At present, the content of the paragraph is only graphene technology, not the real application or even popularization, including the 8-inch graphene single wafer made by Chinese Academy of Sciences, which is still immature; The new technology of non-invasive treatment of tumor with graphene is still some time away from practical application. 4. It is difficult for Mohene to peel off the monolayer structure, and new methods for preparing graphene emerge one after another, indicating that it is a gradual maturity process. 5, the use of solid-state batteries. Last weekend, Weilai announced that the next new model will use solid-state batteries with better safety, energy density and cycle life, which are regarded as the next generation battery technology. The lithium battery concept stocks that led to the original strength on Monday were Xingyun (3648), Chuanneng Power (155), Shengxin Lithium Energy (224), Yahua Group (2497), Shengtun Mining (6711), Huayou Cobalt and Nickel (63799), Guoxuan Hi-Tech (274). Contemporary Amperex Technology Co., Limited (375), Ganfeng Lithium Industry (246), Gemei (234) and Tianqi Lithium Industry (2466) also fell to varying degrees, and the fund of Xinneng Automobile (159824) fell by more than 4%. (It was confirmed on Tuesday that Weilai's so-called solid-state batteries are only semi-solid, and all-solid-state batteries can be used without graphene.
operational suggestions
At present, the concept of graphene in the A-share market is generally depressed, with individual differentiation, and it is mainly to wait and see for the time being. When the overall strength of the sector appears and the market has been among the top gainers for many times, we will seize the opportunity to step back and intervene. The following figure shows the relevant stocks.