Abstract The graphene plate that suddenly rose on September 9 has returned to calm in the past two days. As of yesterday's close, among the 25 concept stocks, except for the three suspensions, only five stocks rose, and the other 17 stocks all fell. There are new materials industry analysts analyzing the graphene plate suddenly...
The graphene plate that suddenly rose on September 9 has returned to calm in the past two days. As of yesterday's close, among the 25 concept stocks, except for the three suspensions, only five stocks rose, and the other 17 stocks all fell. In the analysis of the sudden rise of the graphene plate, analysts of new materials industry believe that in addition to the impact of the “2014 China International Graphene Innovation Conference†held recently, Huawei’s rumors of involvement in the graphene industry also have certain influence.
Based on deep processing
Cracking graphene "difficulties"
The current situation in the graphene industry is quite similar to that of another new material industry, rare earth.
"In fact, the current graphene industry is like the original rare earth industry. After the new materials and industrial MSG are added to the rare earths, this field has become 'Xiangyu', but look back, China is currently, In the rare earth industry, the rare earth industry is operating. Due to the lack of deep processing core technology, many of the exported rare earths are only raw materials, with low added value, and also destroy the environment in China when mining. However, due to the technical threshold of mining. Low, the required funds are small, so the situation of private mining and smuggling makes the rare earth industry chaotic." There have been experts in rare earth industry told reporters.
How to avoid the old way of the rare earth in the graphene industry, in the industry's view, there is only one, that is, to increase research and development efforts, to obtain the core technology of deep processing as soon as possible, and to keep the demand for selling raw materials in China.
"At present, there are no enterprises or research institutions that can realize the mass production of graphene. Most enterprises can only produce graphene in small quantities. The production technology used is mostly redox method. The graphene solution produced also has many technical aspects. Need to break through the problem." The above raw material industry analyst told reporters.
From the perspective of demand, graphene does not form downstream applications and needs. At present, the largest application is still used for experiments by major research institutes, and large-scale industrial applications still take a long time.
Due to its high strength, high electrical conductivity and heat transfer properties, graphene has potential applications in many fields such as aerospace military, lithium-ion batteries, and supercapacitors. However, due to its high cost, it has been in the research stage. From the current technological development, the downstream industry most likely to achieve industrial use of graphene is in the field of composite materials and display technology.
According to the reporter, the addition of graphene to plastics, rubber, coatings and other substrates can greatly enhance the performance of products such as strength, toughness, electrical conductivity and heat transfer. The application in the field of composite materials is currently the largest graphene. Industrial application. The most widely used conductor material in current display devices is indium tin oxide ITO material. Graphene is used as a conductor material to form a display device, which will enhance the toughness of the device and form a foldable film display. The industry also expects that applications in the display technology field will be the next area that can be industrialized.
Multiple companies
Want to compete for patented graphene technology
On June 16 this year, Ren Zhengfei, president of Huawei, mentioned in a media interview: "I think the biggest subversion in this era is the era of silicon in the graphene era." This sentence has caused the graphene plate to re-emerge. Many concept stocks have risen sharply.
At the 2014 China International Graphene Innovation Conference held recently, a material laboratory staff member of Huawei also participated, and listened to the application theme forum of graphene in the field of touch screen. However, at present, Huawei is not aware of whether it is involved in the field of graphene.
Yesterday, the reporter tried to contact Huawei to confirm it, but as of the time of writing, it did not receive a reply.
According to public information, graphene is like a high-tech plastic wrap. It is a conductive transparent material that can be extended to the glass surface of a mobile phone or tablet to turn it into a touch screen. Compared with current technologies, graphene is thinner, stronger, and more elastic. Graphene is an ideal material for future electronic devices such as flexible smart watches and tablet computers that can be folded into smart phones.
According to another source, Samsung and Apple are currently actively competing for patents for graphene technology and trying to apply this material to next-generation products. Some domestic companies said that in the field of graphene films, the industry is not yet mature, and most of them are in the research stage. At present, most mobile phone manufacturers including Lenovo, Coolpad and Huawei have already had contact with the company.
However, what is worrying is that because China does not master the core technology of graphite deep processing, and advanced graphite processing technology is monopolized by a few countries such as the US, Japan and the European Union, the graphite resources in China are “lower and higherâ€, and foreign “purchasing by acquisition†The state of existence has long existed. At the same time, more chaos has also occurred in the sales field. As most of the raw materials are sold, the market order is chaotic and mutual bidding has become the norm, resulting in the loss of resources at a low price overseas.
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