A few days ago, a "butterfly" on the Other side of the ocean has brought a warm feeling to the Chinese stock market. The United States recently published "Nano Express" that the United States researchers have developed a new type of energy storage equipment, can reduce the charging time from the past hours to less than a minute. This means that if it is implemented, the bottleneck that restricts electric vehicles will become an advantage in one move - the charging time is shorter than the refueling time. By extension, all current equipment that rely on battery storage will undergo a disruptive revolution.
As soon as this article was published, graphene concept stocks in China’s stock market suddenly started to smell “literary†and turned against the market in the case of a new low in the broader market. After a few months, it once again became a hot spot in the market. So, what exactly is graphene sacred and what can it bring to the current stock market?
Most graphene concept stocks are "graphene" from concept to mass production for at least 5 years.
Insiders pointed out that the funds involved in speculation of graphene are mainly private equity, and there may be room for speculation in the future.
In the stock market, once brilliant graphene once again injected new vitality into this market.
The news that the car could be recharged in a minute was just “rendering†graphene. Then another media report said that researchers at the Massachusetts Institute of Technology and Harvard University recently discovered that graphene can produce unusual reactions to light. Under the illumination of room temperature and ordinary light, hot carrier effects can occur, resulting in current. This discovery not only adds magical properties to graphene, but also hopefully makes it useful in applications such as solar cells, night vision systems, astronomical telescopes, and semiconductor sensors.
Under the influence of good news, graphene concept stocks rose again against the trend.
Yang Hai, the chief analyst of the financial sector, said in an interview with the “Securities Daily†reporter that the latest graphene technology in the United States has reduced the charging time to less than 1 minute in the laboratory, but at present, the technology must be successfully applied to industrialization. For a long time, it will take at least 5 to 10 years.
Looking back at the domestic speculation on graphene in the past two years, we must also talk about Baoan in China.
Since October last year, graphene researcher Andre of the United Kingdom. After Jem and Konstantin Novochorov won the Nobel Prize, China Baoan became the first share of the “graphene†concept in the A-share market. Since then, China Baoan announced that the company’s subsidiary Beterui Company started the research and development of graphene and industrial research on the basis of the original graphite technology, and obtained a small test of the graphene production process, and is conducting a pilot test.
An industry analyst told the reporter that China's graphite ore reserves account for 75% of the world's total reserves, and production accounts for 72% of the world's total production. Although there are abundant graphite resources, but the domestic market, graphene is really used in the production of a considerable distance.
The reporter noticed that among all the graphene concept listed companies, the data about graphene is mostly conceptual and the R&D strength is relatively weak.
Cui Yu, an analyst with IPO Consulting Department of China Investment Advisors Co., Ltd., said that the use of graphene technology in foreign countries is relatively mature, and the gap between production and quantification capabilities in China is not obvious. However, in the research and development of new technologies, China is relatively lacking.
According to statistics, as of 2010, China's graphene technology research and development papers are less than half that of the United States. In terms of application and promotion of top technology, it is difficult for China to obtain graphene technology transfer convenience.
However, according to Cui Yu, from the point of view of the potential of the demand market, graphene will gradually expand in its application. From the perspective of the research and development capabilities of listed companies, the trend of mass production of graphene will not change.
In the announcement of related graphenes issued by listed companies, none of the companies successfully produced graphene. So how long does graphene go from concept to output?
Experts and analysts interviewed all stated that graphene takes 5-10 years from R&D to application in the domestic market, and it takes longer to reach mature industry scale.
In an interview with the reporter, it was noticed that domestic mass production in the graphene industry was still at the stage of exploration. In addition to experimental use of scientific research institutions, most of the companies were in the small-scale or pilot stage, and did not form large-scale industrial development.
As an investor, Li Bo, general manager of Yuhua Investment, which has unique insights into the graphene industry, was interviewed by a reporter from the Securities Daily and gave an overview of the status of domestic graphene.
Li Bo said that the development of China's graphene industry has its own characteristics. Unlike the European and American studies focusing on conducting, heat conducting, and preparing methods for graphene, China's research on graphene is mostly concentrated in the fields of composite materials and material preparation. From the comparison of domestic and foreign patented technologies can be seen. In terms of industry structure, domestic related companies and research institutions are basically in the stage of scientific research and pilot testing, and they have not yet established the capability of large-scale production. There is still a considerable distance from real industrialization.
However, Li Bo still gave a positive answer to the future development of graphene. Li Bo said that with the technological research and industrial development, graphene itself has the characteristics of high conductivity, high strength, high toughness, high specific surface, etc., which will enable it to be used in domestic and international markets, especially electronics, new materials, In areas such as the aerospace and military industry, they have played an important and even revolutionary role. The market has a very broad prospect of application, and there is huge room for future development.
For the one-minute charging technology that has been developed so far, Li Bo said that in the long run, the "one-minute charging technology" is disruptive for the graphene industry and battery production companies, and for the existing industry technology and competitive situation, it will It will have an incalculable effect. However, at present, it is only a technological breakthrough and there is still a considerable distance from industrialization. Therefore, in the short and medium term, there is no substantial influence other than a good imagination.
Looking at the domestic listed companies of graphene concept, the gains from the beginning of the year to the present have outperformed the broader market. Among them, the shares of Lihe Group and Sinosteel Jigang have risen by more than 40%, and these companies do not have real production of graphene.
"Although graphene-related listed companies have become the target of investors with the help of the graphene concept, these companies have not obtained substantial benefits from the development of graphene technology," said Cui Yu.
In response, Yang Hai, an analyst in the financial sector, said, “The relevant listed companies in China are mainly speculation concepts. The funds involved in speculation are mainly based on private equity. Their excavation of concepts will be more adequate. It is estimated that there will be speculation in the future. space."
Li Bo affirmed the speculative behavior of the graphene concept. He said that in the case of such a depressed market, borrowing news to speculate on related small-scale cluster stocks is a common method used by market funds for short-term speculation. The inevitable situation under the weak market contains a short-term opportunity. However, it is hoped that the majority of small and medium-sized investors can clearly realize that this is more of a short-term trading investment opportunity and bears certain risks.
What exactly is graphene?
Graphene is a carbon element made up of carbon atoms arranged in a hexagonal lattice. It is not only the thinnest of the known materials, but it is also very strong and hard, harder than diamond, and it can be like rubber. Stretch. It is the thinnest and hardest substance that has been found in the world. The graphene-stabilized lattice structure also has excellent electrical conductivity, which transfers electrons faster than known conductors at room temperature, far exceeding the speed at which electrons move in metal conductors or semiconductors. It is worth mentioning that its thermal conductivity also exceeds all known materials.
As graphene has many of the most, it also has many fascinating prospects, ultralight aircraft materials, space elevator cables, replacement of silicon production supercomputers, graphene photodetectors, graphene solar cells and liquid crystal display And so on, are the projects and topics that scientists are developing.
As soon as this article was published, graphene concept stocks in China’s stock market suddenly started to smell “literary†and turned against the market in the case of a new low in the broader market. After a few months, it once again became a hot spot in the market. So, what exactly is graphene sacred and what can it bring to the current stock market?
Most graphene concept stocks are "graphene" from concept to mass production for at least 5 years.
Insiders pointed out that the funds involved in speculation of graphene are mainly private equity, and there may be room for speculation in the future.
In the stock market, once brilliant graphene once again injected new vitality into this market.
The news that the car could be recharged in a minute was just “rendering†graphene. Then another media report said that researchers at the Massachusetts Institute of Technology and Harvard University recently discovered that graphene can produce unusual reactions to light. Under the illumination of room temperature and ordinary light, hot carrier effects can occur, resulting in current. This discovery not only adds magical properties to graphene, but also hopefully makes it useful in applications such as solar cells, night vision systems, astronomical telescopes, and semiconductor sensors.
Under the influence of good news, graphene concept stocks rose again against the trend.
Yang Hai, the chief analyst of the financial sector, said in an interview with the “Securities Daily†reporter that the latest graphene technology in the United States has reduced the charging time to less than 1 minute in the laboratory, but at present, the technology must be successfully applied to industrialization. For a long time, it will take at least 5 to 10 years.
Looking back at the domestic speculation on graphene in the past two years, we must also talk about Baoan in China.
Since October last year, graphene researcher Andre of the United Kingdom. After Jem and Konstantin Novochorov won the Nobel Prize, China Baoan became the first share of the “graphene†concept in the A-share market. Since then, China Baoan announced that the company’s subsidiary Beterui Company started the research and development of graphene and industrial research on the basis of the original graphite technology, and obtained a small test of the graphene production process, and is conducting a pilot test.
An industry analyst told the reporter that China's graphite ore reserves account for 75% of the world's total reserves, and production accounts for 72% of the world's total production. Although there are abundant graphite resources, but the domestic market, graphene is really used in the production of a considerable distance.
The reporter noticed that among all the graphene concept listed companies, the data about graphene is mostly conceptual and the R&D strength is relatively weak.
Cui Yu, an analyst with IPO Consulting Department of China Investment Advisors Co., Ltd., said that the use of graphene technology in foreign countries is relatively mature, and the gap between production and quantification capabilities in China is not obvious. However, in the research and development of new technologies, China is relatively lacking.
According to statistics, as of 2010, China's graphene technology research and development papers are less than half that of the United States. In terms of application and promotion of top technology, it is difficult for China to obtain graphene technology transfer convenience.
However, according to Cui Yu, from the point of view of the potential of the demand market, graphene will gradually expand in its application. From the perspective of the research and development capabilities of listed companies, the trend of mass production of graphene will not change.
In the announcement of related graphenes issued by listed companies, none of the companies successfully produced graphene. So how long does graphene go from concept to output?
Experts and analysts interviewed all stated that graphene takes 5-10 years from R&D to application in the domestic market, and it takes longer to reach mature industry scale.
In an interview with the reporter, it was noticed that domestic mass production in the graphene industry was still at the stage of exploration. In addition to experimental use of scientific research institutions, most of the companies were in the small-scale or pilot stage, and did not form large-scale industrial development.
As an investor, Li Bo, general manager of Yuhua Investment, which has unique insights into the graphene industry, was interviewed by a reporter from the Securities Daily and gave an overview of the status of domestic graphene.
Li Bo said that the development of China's graphene industry has its own characteristics. Unlike the European and American studies focusing on conducting, heat conducting, and preparing methods for graphene, China's research on graphene is mostly concentrated in the fields of composite materials and material preparation. From the comparison of domestic and foreign patented technologies can be seen. In terms of industry structure, domestic related companies and research institutions are basically in the stage of scientific research and pilot testing, and they have not yet established the capability of large-scale production. There is still a considerable distance from real industrialization.
However, Li Bo still gave a positive answer to the future development of graphene. Li Bo said that with the technological research and industrial development, graphene itself has the characteristics of high conductivity, high strength, high toughness, high specific surface, etc., which will enable it to be used in domestic and international markets, especially electronics, new materials, In areas such as the aerospace and military industry, they have played an important and even revolutionary role. The market has a very broad prospect of application, and there is huge room for future development.
For the one-minute charging technology that has been developed so far, Li Bo said that in the long run, the "one-minute charging technology" is disruptive for the graphene industry and battery production companies, and for the existing industry technology and competitive situation, it will It will have an incalculable effect. However, at present, it is only a technological breakthrough and there is still a considerable distance from industrialization. Therefore, in the short and medium term, there is no substantial influence other than a good imagination.
Looking at the domestic listed companies of graphene concept, the gains from the beginning of the year to the present have outperformed the broader market. Among them, the shares of Lihe Group and Sinosteel Jigang have risen by more than 40%, and these companies do not have real production of graphene.
"Although graphene-related listed companies have become the target of investors with the help of the graphene concept, these companies have not obtained substantial benefits from the development of graphene technology," said Cui Yu.
In response, Yang Hai, an analyst in the financial sector, said, “The relevant listed companies in China are mainly speculation concepts. The funds involved in speculation are mainly based on private equity. Their excavation of concepts will be more adequate. It is estimated that there will be speculation in the future. space."
Li Bo affirmed the speculative behavior of the graphene concept. He said that in the case of such a depressed market, borrowing news to speculate on related small-scale cluster stocks is a common method used by market funds for short-term speculation. The inevitable situation under the weak market contains a short-term opportunity. However, it is hoped that the majority of small and medium-sized investors can clearly realize that this is more of a short-term trading investment opportunity and bears certain risks.
What exactly is graphene?
Graphene is a carbon element made up of carbon atoms arranged in a hexagonal lattice. It is not only the thinnest of the known materials, but it is also very strong and hard, harder than diamond, and it can be like rubber. Stretch. It is the thinnest and hardest substance that has been found in the world. The graphene-stabilized lattice structure also has excellent electrical conductivity, which transfers electrons faster than known conductors at room temperature, far exceeding the speed at which electrons move in metal conductors or semiconductors. It is worth mentioning that its thermal conductivity also exceeds all known materials.
As graphene has many of the most, it also has many fascinating prospects, ultralight aircraft materials, space elevator cables, replacement of silicon production supercomputers, graphene photodetectors, graphene solar cells and liquid crystal display And so on, are the projects and topics that scientists are developing.
Hygea Led Lighting Photoelectric Co., Ltd. , http://www.gd-lamps.com