Which are graphene lithium battery concept stocks?

Which are graphene lithium battery concept stocks?

Thin and flexible is an important development trend for portable electronic products. Collapsible or bendable portable electronic products may affect or even change the way people live in the near future. Energy storage devices are a core component for portable electronic products, so developing high-performance flexible energy storage devices, such as flexible lithium-ion batteries, is one of keys for widespread use of flexible electronic products.

Graphene has high conductivity and good flexibility and is an ideal candidate for flexible energy storage devices. Recently, the National Institute of Materials Science of Shenyang Institute of Materials Science has prepared a graphene foam with a three-dimensional network structure in the early stage (NatureMaterials10(6), 424, 2011), and proposed to use this material as a highly conductive flexible set. Fluid, designed and prepared a flexible lithium ion battery that can be quickly charged and discharged. Using a three-dimensional connected graphene network as a current collector, instead of the metal current collector commonly used in batteries, not only can the ratio of inactive materials in the electrode be effectively reduced, but also the high conductivity and porous structure of the three-dimensional graphene network provide lithium ions and electrons. A fast diffusion channel enables rapid charge and discharge performance of the electrode material. In order to achieve good contact between the active material and the graphene current collector without the use of binders and conductive additives to promote electron transport and improve the stability of the electrode material during bending, the researchers developed an in situ hydrothermal synthesis method. The graphene three-dimensional network structure directly grows active substances such as lithium iron phosphate and lithium titanate. Lithium iron phosphate/graphene and lithium titanate/graphene composite materials were used as positive and negative electrodes, respectively, and flexible silica gel was used as a package to assemble a lithium ion full battery with excellent flexibility. When the flexible lithium ion battery is bent, its charge and discharge characteristics remain unchanged, and charging can be completed in 6 minutes (up to 90% of the initial capacity), and the capacity retention rate is 96% after 100 cycles.

This research proposes a new idea for the design and preparation of high-performance flexible lithium ion batteries. The quick-charging flexible lithium ion battery has a simple preparation process and has potential practical application value. The study was published online October 8 in the Proceedings of the National Academy of Sciences (PNAS) (PNAS, 2012, doi: 10.1073/pnas.1206839109). In addition, the research team also made full use of the excellent properties of graphene and carbon nanotubes to develop flexible electrode materials for supercapacitors and lithium-sulfur batteries (ACSNano 3 (7), 1745, 2009; Advanced Energy Materials 1 (5), 917, 2011; Energy&EnvironmentalScience5, 8901, 2012) laid a good foundation for the development of flexible energy storage devices. The above work was funded by the National Natural Science Foundation of China, the Ministry of Science and Technology and the Chinese Academy of Sciences. (China Securities Journal)

1. Fangda Carbon (600516):

With the development logic of "mine" to help "carbon", the company provides stable cash flow for the development of carbon industry by investing in other mining projects and developing its own mines. The acquisition of a 60% stake in Jiajin Mining by the company is an enhancement of this logic.

The acquisition provides a guarantee for expanding and strengthening the company's business, expanding the company's development field, enhancing the company's competitiveness, and enhancing the company's investment efficiency. The mine is in the early stages of construction and is expected to create results for the company after 2013.

For this acquisition, the market is most worried about the company's funding problems. The mid-year report showed that the company's cash flow per share of operating activities was -0.005 yuan, and the acquisition increased the risk of capital chain breakage.

In July, the company issued a non-public offering plan for special graphite and needle coke projects, and plans to raise 2.8 billion yuan. The company will solve the problem of acquiring the equity of Jiajin Mining and certain funds in the later development by operating the funds. We believe that the company's first issuance and post-acquisition are planned and step-by-step operations after comprehensive consideration of risks, and will not affect the company's operations in the short term.

The initial accounting purchase price is more than 30 million yuan, but at present the mine is still in the exploration stage, and later development, infrastructure construction, etc. need more funds. Considering that the late capital pressure is still there, it is a high probability that the company will continue to raise funds through the secondary market.

2, Boyun new material (002297):

The company's automotive brake pads and high-performance die materials technical transformation project is expected to be put into production in the second half of the year, which will break the company's current capacity bottleneck and boost the company's revenue growth.

Since July 2012, the company has won the exclusive bid for the C919 large aircraft wheel and brake system with Honeywell. It has been working closely with it to actively promote the formation of the joint venture company. If the success of the joint venture will help the company gradually enter the European and American aircraft market, open new space for the company's growth.

3. Jinlu Group (000510):

The Jinlu Group, which is involved in the graphene project, has temporarily pulled out four consecutive days since January 6, and the stock was suspended on January 12. The company announced today that it has made new progress in the development of graphene, and the stock resumed trading today.

According to the announcement, in the research and development of graphene preparation, the Institute of Metal Research of the Chinese Academy of Sciences, a partner of Jinlu Group, has realized the preparation of graphene (a graphene mixture with several layers below 10 layers) under the existing laboratory conditions. At a time (about two days or so), 30 g of graphene (a graphene mixture having a layer of 10 or less layers) can be prepared. In the aspect of graphene transparent conductive film, Metal Research Institute has completed the procurement, installation and commissioning of CVD reactor and other equipment, and can realize the laboratory preparation of graphene transparent conductive film to prepare 4-inch graphene transparent conductive film; The Metal Research Institute has developed a graphene foam material with a three-dimensional interconnected network structure and has obtained laboratory samples. In the research and development of graphene-based electrode materials for power batteries, the Institute has basically established the types and additions of graphene, and combined with the preparation process and experimental results of battery materials, the standard of use of graphene was preliminarily established. The completion of the graphene material needs to be tested and analyzed according to the requirements of the battery material and the establishment of basic data indicators. A new process route for the combination of graphene and lithium iron phosphate has been developed. Under the existing laboratory conditions, 2 kg of electrode material can be obtained in each batch (about one day).

Despite the above research and development progress, Jinlu Group is still very cautious about the research and development prospects of the company's graphene project; in addition to the risks disclosed by the company regarding the current stage of research and development work, follow-up industrial development, industrialization investment and research technology being replaced. Today, the company also specifically raised the risk of renewing the contract with the Metal Research Institute. It is understood that the cooperation period between Jinlu Group and the Institute of Metal Research of the Chinese Academy of Sciences for the "Technology Development Contract" is from June 10, 2011 to December 31, 2013. After the cooperation period expires, the cooperation will continue to be negotiated separately, so there is a certain Uncertainty.

The reason why Jinlu Group is particularly cautious is that the development of graphene is too eye-catching, and the company has been questioned. The leading product of Jinlu Group is PVC resin. As a chlor-alkali industry with high energy consumption and high consumption, the market competition is very fierce. Due to the requirements of national energy conservation and emission reduction, the development situation is particularly severe. To this end, in June 2011, the company announced that it would join hands with the Institute of Metal Research of the Chinese Academy of Sciences to jointly invest in the development of graphene, which is a "going stone" for enterprise transformation. However, people in the industry pointed out at the time that China is far away from real graphene technology; because domestic nanotechnology is far behind developed countries, and graphene must be based on a fairly understanding of nanotechnology (carbon underlayer structure). The use of technology).

In addition to the high technical threshold, the graphene project requires substantial funding support. Jinlu Group disclosed that the company recently received 10 million yuan of battery-grade graphene pilot incubation funds from the Science and Technology Bureau of Deyang City, Deyang City. The funds were received on January 11, 2012. The company said that it will use the funds allocated by the government for the pilot test of battery-grade graphene (graphene mixture with less than 10 layers). Up to now, the company has invested 9 million yuan in research and development of the graphene project with the Institute of Metals of the Chinese Academy of Sciences.

4. Lihe Shares (000532):

According to the announcement of Lihe shares, the company is not directly involved in the graphene production business, and the association between graphene and Lihe shares is a carbon-based company that participates in the three-tier relationship, which is the sixth-level high-tech development of Wuxi. Limited. Lihe holds 20% equity of Jiangsu Digital Information Industrial Park, Jiangsu Digital Information Industrial Park holds 40% equity of Wuxi Lihe Technology Incubator, and Wuxi Lihe Technology Incubator holds 30% equity of Wuxi Sixth Element. With the above three-layer indirect shareholding relationship, Lihe shares finally got the concept of graphene.

From the perspective of technical feasibility, mass production of graphene is an inevitable trend of technology development. The technical truth involved in the announcement of Lihe shares is high. From the perspective of future technical application of graphene, graphene must become a trillion. Market. After the mass production technology matures, Lihe will become a Tier 1 supplier and the profit margin will increase significantly.

5, gorgeous family (600503):

Shanghai Nanjiang Group officially confirmed its entry into graphene. It officially signed a contract with the Institute of Information Technology Application of the Chinese Academy of Sciences, and the two sides established a cooperative company. Nanjiang Group is the controlling shareholder of the gorgeous family of real estate listed companies.

According to the information disclosed at the signing ceremony of the two parties, the graphene project of cooperation between the two parties was provided by the Graphene Industrialization Project Team of the Ningbo Institute of Industrial Technology of the Chinese Academy of Sciences, and Nanjiang Group invested 200 million yuan to purchase technology transfer rights. The graphene project has an annual output of 30 tons and will be officially put into production in the second quarter of this year.

According to public information, graphene is a carbon material with high technical content and wide application potential. It has high conductivity, high toughness, high strength and large specific surface area. It is used in semiconductor industry, photovoltaic industry and lithium ion battery. Traditional areas such asspecial, military, and new generation displays, as well as emerging fields such as new energy and new materials, will bring revolutionary technological advances.

6. Sinosteel Jigang (000928):

The Jiangcheng 500-ton carbon fiber project was completed in September. The company's 500-ton carbon fiber project in Jiangcheng is expected to be completed in September. After trial production and other procedures, it is expected that the normal profitability will be reached by the end of next year and the beginning of the year. After the completion of the 500-ton carbon fiber project, the company will continue to build 1,500 carbon fiber tons.

The carbon fiber market has great prospects, and wind power, cable and other industries are the main downstream. According to the relevant standards of the wind power industry, carbon fiber materials must be used for wind power equipment above 2 MW. With the construction of domestic wind power equipment, the demand for carbon fiber will increase explosively. Another important application area of carbon fiber is cable skeleton material, which is also the future carbon fiber of the company. One of the key development directions. At present, the annual domestic carbon fiber demand is about 1.6W-2W tons. After the company reaches 2,000 tons, it will become the largest domestic carbon fiber enterprise; but the market supply and demand gap are still huge.

Shenzhou carbon fiber mainly produces high-end military products with an annual production capacity of 10 tons. The wholly-owned subsidiary Shenzhou Carbon Fiber currently has a capacity of 10 tons of carbon fiber, mainly for high-end military products. At present, only companies in the field have product output. The domestic demand for military products is around 26 tons per year, so the gap between supply and demand is relatively large.

Sales of graphite electrodes increased in 2012, and prices were basically stable. It is estimated that the company's ultra-high-power graphite electrode output will be 39,000 tons this year, the high-power graphite electrode output will be 43,000 tons, and the ordinary power graphite electrode output will be about 11,000 tons. The output of ultra-high power and high-power electrodes will increase significantly compared with last year. The price of electrode products is basically the same as last year, and it is not expected to change much.

7. Antai Technology (000969):

Rare earth has become the priority strategy of Steel Research Group, and Antai Technology will be the biggest beneficiary. Aetna Technology relies on the strong technical strength of Steel Research Group. The research and development of high-end rare earth permanent magnets started earlier and the technology level is leading domestically. The research team of production and research integration is precisely lacking in other rare earth permanent magnet enterprises in China; Shandong Weishanhu Rare Earth Co., Ltd. is mainly engaged in the mining of light rare earth raw materials in Weishan Lake Mine. Weishan Lake Mine is the only production base of rare earth resources in Shandong Province and one of the three major light rare earth bases in China. After the Group acquired Weishan Rare Earth but solved the bottleneck of supply of rare earth raw materials, the company has already occupied the commanding height of the whole industry chain (raw material-technology R&D-production-downstream products); At present, Antai Technology's high-end NdFeB capacity has reached 3,000 tons. In the new energy industry such as wind power equipment, the added value is much higher than that of ordinary NdFeB products.

The future integration of rare earth industry is expected to increase. The Group and the joint-stock company will enter the upstream and downstream of the rare earth industry at the same time, which will form a certain horizontal competition. Therefore, the integration of the steel research group and the company's rare earth industry is expected to exist in the future. At the same time, the financial pressure brought by the involvement of the rare earth industry will prompt the steel research group. Make capital operation arrangements as soon as possible.

8. Xinhuajin (600735): Gradually grow into the main source of company performance

The tin processing business involved in the company in early 2009 is expected to open a new world for the company. In 2011, the company continued to expand the processing of tin materials as the core of strategic development, and strived to expand the orders for tin processing business, and entered the supplier system through the certification of some core customers. Among the major packaging companies in the world, the company has passed the certifications of ASE, Foxconn, Asus, Samsung Semiconductor, etc., and has begun to accept orders; the certification work of Amkor, STMicroelectronics, Nantong Fujitsu Microelectronics and other companies is also progressing in an orderly manner.

The earthquake in Japan in March 2011 seriously damaged the production and sales of Japan's Senju Metal Industry (the largest supplier of BGA solder balls, which accounts for 70% of the global market share). We judge that this will force packaging companies to rethink their key material supply systems. Steady, diversify its suppliers, and accelerate the process of accreditation of potential suppliers such as Xinhua Jin. The pattern of excessive concentration of BGA tin ball materials in the current procurement system is expected to change with the trend, and the opportunities for potential entrants are highlighted.

9, Sifangda (300179):

From the perspective of revenue, the company achieved a total operating income of 52.46 million yuan in the first half of 2011, an increase of 8.83%. In the second quarter, only a total of 27.32 million revenues were achieved in a single quarter, a slight increase of 2.16% year-on-year. The company's revenue growth rate is not ideal. But in the long run, the company's revenue still has a large growth potential. In particular, the joining of foreign experts has increased the company's "weight" to win in the competition.

As domestic polycrystalline superhard composites industry is still in its starting stage, we need to solve two problems for its development, one is technical problem, we should produce high-tech products first and compete with foreign products and gradually erode market share of foreign manufacturers. This trend is on the way. Another level is the price. We should increase preparation process, reduce the cost, and accelerate replacement of cemented carbide in some possible fields, or penetrate situation of composite material. There is no big problem in these two aspects we need to fast speed of process.

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