Rapid development of graphene technology -Lithium - Ion Battery Equipment

Rapid development of graphene technology -Lithium - Ion Battery Equipment

Recently, the favorable information of the graphene industry has been released in a concentrated manner, which has aroused widespread concern in the capital market. According to the news, it was learned from the scientific and technological achievements evaluation meeting held in Beijing on July 16 by the my country High-tech Industrialization Research Association that my country's graphene-coated modified lithium-ion battery positive and negative electrode materials technology has made a major breakthrough.

After testing, the graphene coating technology developed by the team led by Zhao Jinping, a Ph.D. from the Institute of Metal Research of the Chinese Academy of Sciences and chief scientist of Beijing Shengmeng Technology Co., Ltd., can increase the specific capacity of lithium-ion battery cathode materials by 15%-25%, and will cycle 1000 times. The capacity retention rate after 1,000 cycles is increased by 30%-40%; the capacity of the negative electrode material is increased by 40%-45%, and the capacity retention rate after 1000 cycles is increased by 35%-50%. In addition, on June 28, at the Global Graphene Spring Conference held in Dresden, Germany, a Chinese company, Shandong Lite Nanotechnology Co., Ltd., was awarded the world's first graphene material product certification.(Lithium - Ion Battery Equipment)

According to the "Graphene Industry Strategic Planning and Corporate Strategic Consulting Report" released by the Prospective Industry Research Institute, the global graphene market size in 2016 was US$7.55 million. During the year, the market will enter a period of rapid development. By 2020, the market size will reach 385 million US dollars, and the global scale is expected to reach 2.103 billion US dollars in 2025.

In this regard, market participants generally believe that the application of graphene-coated lithium-ion positive and negative material technology to the power lithium battery of new energy vehicles may improve the current single energy density of ternary lithium-ion batteries and achieve the "Key to Smart Vehicles". The Technical Requirements for the Energy Density of Lithium Batteries for Vehicles in 2020 of 300 Wh/kg. In this context, the application of graphene technology has entered a period of rapid development, and the profitability of related listed companies in the industry has been further improved. Since the second half of the year, the sector has been favorable, and the value advantage of the sector has become prominent in a short period of time. Welcome to the configuration opportunity.

In fact, the performance of listed companies in the graphene industry is also outstanding, and it has become an important driving force for mainstream funds in the current market. The Securities Daily Market Research Center found that, as of now, 20 companies have disclosed their 2018 mid-year performance forecasts, and 15 companies have achieved positive results, accounting for 75%. Specifically, 6 companies including Nanyang Technology, Dow Technology, Narada Power, Sulun Technology, Zhongchao Holdings and Zhongke Electric are expected to double their net profit in the first half of 2018 year-on-year, showing strong growth capability. In addition, 8 companies whose net profit is expected to continue to rise in the first half of 2018 include Jinzhou Pipeline, GEM, Megmeet, Jianghai, Kangdexin, Jincheng Pharmaceutical, Baichuan and Del Future. At the same time, Zhongtai Chemical's 2018 interim results are expected to continue to be profitable.

In the secondary market, yesterday, the graphene sector emerged in the afternoon, the sector as a whole rose 1.47%, and 25 constituent stocks rose against the market, accounting for nearly 70%. In terms of individual stocks, 4 concept stocks such as China Super League Holdings, Dafu Technology, Del Future, and Hangdian Co., Ltd. have a strong daily limit. Huahua Family, Baichuan Co., Ltd., Baotailong, Yusanxia A, Dow Technology, Oriental Materials, Tibet Urban Investment and Jiawei Co., Ltd., etc. Individual stocks also rose significantly, all exceeding 5%.

The good performance of the graphene sector has attracted the active rush of mainstream funds in the market. Yesterday, a total of 18 concept stocks in the sector were favored by large-scale funds, with a total of 226 million yuan. Specifically, 8 stocks, including Dafu Technology, Hangdian Co., Ltd., Del Future, Dow Technology, Zhongchao Holdings, Huali Family, Yulong Co., Ltd. and Xinlun Technology, ranked the top in terms of net inflow of funds, all of which exceeded 10 million yuan. In addition, yesterday There are also 10 stocks that have been sought after by large-scale funds: Tibet City Investment, Oriental Materials, Narada Power, Yueda Investment, Baichuan, my country Baoan, *ST Longli, Jianghai, Xinhua Jin, and Zhongke Electric.



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