Graphene, the next trillion-dollar industry, how to lay out in advance?

Graphene is a two-dimensional crystal formed by the close packing of carbon atoms. It is the thinnest and hardest nano-material known in the world. It has the characteristics of ultra-thin, ultra-light, ultra-flexible, ultra-high strength, ultra-high conductivity, excellent thermal conductivity and light transmittance, and integrates many excellent properties such as good light transmittance, high thermal conductivity, high electron mobility, low resistivity and high mechanical strength. It is a metamaterial that will dominate the future high-tech competition, and is called "black gold".

It is precisely because of these advantages that graphene has important application prospects in materials science, micro-nano processing, energy, biomedicine, drug delivery and other fields, such as sensors, transistors, flexible display screens (5G folding mobile phones), new energy batteries (the key to the comprehensive popularization of new energy vehicles), aerospace, seawater desalination and so on. So graphene is recognized as the next trillion-dollar industry in the future.

By the end of 20 19, more than 80 countries around the world had invested in the research, development and production of graphene. The United States, the European Union, Japan and South Korea have successively introduced or funded a series of related research plans and projects. At present, the top three countries with the strongest comprehensive strength in research, development and production of graphene in the world are the United States, Japan and China.

By the end of 20 17, there were more than 2,500 graphene enterprises in industrial and commercial registration, and there were hundreds of graphene application products, but few of them were recognized by the market. However, China's capital market has been speculating on graphene. At present, there are nearly 40-50 graphene concept stocks involved. In recent years, graphene has also been warmly welcomed by various media, and various reports about graphene have come into people's sight frequently, filled with exaggerated titles such as "a blue ocean", "bringing trillions of markets", "subversive revolution", "charging for ten minutes, running 1000 kilometers" and completely replacing silicon materials.

To be honest, I don't deny that graphene is really a good technology, and it may even trigger a new round of technological revolution in the future. But in the past ten years, graphene is more of a concept at present, and there is no mature technology to achieve mass production. Even in 2025, the market forecast for the commercial market size of graphene is only $265,438+billion, which is far from the target of $1 trillion.

20 15-2025 Global Graphene Industry Market Scale and Forecast (Unit: USD 100 million)

At present, the extraction technology of graphene is relatively difficult, so the cost of graphene is relatively high, even more expensive than that of gold. Therefore, the main body of the country or internationally renowned multinational companies such as IBM, Intel, Dow Chemical, Samsung, etc. can all invest in research. At present, many domestic enterprises claim that things mass-produced by graphene technology are actually fooling the public, such as graphene eye masks, graphene masks, graphene wall warmers, graphene socks and underwear, all of which claim that they can activate immune cells, improve microcirculation and have antibacterial and bacteriostatic properties. They are all liars. By the end of 20 19, there were no mass-produced graphene products in the world, and all the graphene industries in China were basically scams, which were nothing more than passing off carbon as graphene.

For us in general, the layout is a bit exaggerated. The investment in research and development of graphene is simply not something that ordinary people can participate in. Nowadays, the concept stocks in listed companies are indeed more concept than reality. Moreover, it will take at least 10 to 20 years for graphene technology to truly achieve a trillion-dollar industry. Before that, you must make sure that you can stick to it, and this technology may not be successful. You know graphene has been around for more than ten years.

Graphene is a very hot concept now, and its future development prospects are promising, so how to lay out in advance must be something that many investors want to know.

But I think the current graphene technology is not mature and its application scenarios are limited. At present, many projects that stir-fry graphene are virtual, so everyone must recognize what is real graphene and what is fake graphene when laying out.

Graphene has always been regarded as a hypothetical structure, and it cannot exist independently. Until 2004, British physicists successfully separated graphene from graphite in experiments and confirmed that it could exist independently. In 20 10, British physicists won the nobel prize in physics for their pioneering experiments on graphene.

It has been 15 years since graphene was put forward in 2004. The technology and research of graphene have made great progress in the past 15 years, and there are many application examples. In the future, with the continuous maturity of graphene technology and the continuous development of graphene industry, graphene will lead a new technological revolution and even change the competitive landscape of many industries.

Because graphene does have a very obvious advantage.

Graphene has the characteristics of being the hardest and thinnest in the world due to its special structural form, and also has strong toughness, electrical conductivity and thermal conductivity. These characteristics make it have a huge development space. In the future, graphene may be used in many industries, such as electronics, aerospace, optics, energy storage, biomedicine and daily life. Its potential applications include high-speed transistors, transparent electrodes, printed electronics, new composite materials, ultra-sensitive sensors, new catalysts, gene sequencing, energy storage devices and so on.

Imagine that in the future, an electric car can run 1000 kilometers in 10 minutes, and a mobile phone can use10 hours in 5 minutes. The mobile phone screen is thin and not easy to break. . .

Think about these application scenarios and you will know how broad the market for graphene is.

We don't deny that graphene is really a good technology, which may trigger a new round of technological revolution in the future, and many industries may face reshuffle.

However, as far as the actual development of graphene is concerned, the application scenarios of graphene are still very limited and have not yet reached the stage of mass production. Moreover, the refining technology of graphene is relatively difficult at present, so the cost of graphene is relatively high at present, even more expensive than the price of gold.

At present, the price of industrial grade graphene ranges from tens to hundreds of yuan per gram, and the price of highly conductive graphene is at least higher than that of 500 yuan. As for those high-purity graphene, the price is even more expensive, at least 1000 yuan per gram, or even 5000 yuan, which is equivalent to more than ten times the current price of gold.

Because the price of graphene is so expensive, at present, a lot of graphene is mostly used in scientific research places, but rarely used in practice and mass production. At present, many companies claim that graphene technology mass-produces many things, but they are actually fooling the public.

For example, two years ago, a listed company in the New Third Board announced that it would launch graphene socks and underwear. The company claims that the biomass graphene "internal heating" fiber is added to the product, which is a brand-new intelligent multifunctional composite fiber with the characteristics of activating immune cells, protecting ultraviolet rays, improving microcirculation, resisting bacteria and bacteria, warming up the body and strengthening the yang, and deodorizing.

Using the concept of graphene, the product price of this company is also very high. The price of a pair of socks exceeds that of 50 yuan, the price of a pair of underwear is close to that of 300 yuan, the price of a graphene belt needs to be close to that of 600 yuan, and the price of heating clothes exceeds 1700 yuan.

But this company doesn't even understand the basic logic of graphene extraction. The company claims that graphene is extracted from straw, and 1 kg of graphene can be extracted from every1kg of straw, which is very funny. Graphene extracted from straw is very primary and can only be used for general industrial purposes, and it can't even be called real graphene.

So, this is a pseudo graphene technology. This kind of enterprise completely uses the concept of graphene to fool everyone into hype, so as to raise the price of products. In addition, there are many similar cases on the market at present, especially one that confuses everyone's sight most easily is to confuse carbon with graphene technology. Therefore, when laying out the graphene market, we must be alert to the concept and enterprises of fake graphene.

At present, there are many research institutions and enterprises engaged in graphene industry in China. By the end of 20 18, there were more than 5,000 enterprises involved in graphene-related research, preparation, sales, application, investment, testing and technical services.

However, I think that among so many companies, there should be very few companies that really have graphene research ability and refining technology or application technology. However, with the continuous maturity of graphene technology, it is not excluded that many enterprises will set foot in this field in the future, and several aspects can be referred to in the specific layout.

First, pay attention to the basic technology research of graphene.

Graphene itself is a very large industry with great application space. At present, there are few application scenarios of graphene, and most of them focus on the two functions of heat conduction and electricity conduction. In addition to these functions, graphene has other uses. You may wish to pay attention to those enterprises with basic research technology of graphene.

Second, pay attention to companies related to graphene equipment.

Due to the wide application scenarios of graphene in the future, there must be a big market for some devices used for graphene refining and processing, so we can pay attention to those enterprises related to graphene devices.

Third, pay attention to the industries in some cities.

At present, graphene has a certain scale in China, and many cities are laying out graphene industry. From a national perspective, Beijing is the most concentrated area of graphene research at present. Almost more than 50% of graphene technology was born in Beijing, so we can pay attention to relevant graphene research institutions in Beijing.

In addition, at present, considerable graphene industrial parks have been formed in Chongqing, Wuxi, Changzhou, Qingdao, Tangshan and other places. You can also pay attention to the related enterprises of graphene industrial parks in these cities.

At present, graphene has been widely used by researchers in electronic technology, network communication, clean energy, biomedicine, aerospace military industry, composite materials, intelligent furniture and many other fields.

Graphene is widely used, and there are many industrial chains driven by graphene. Since 17 square carbon wave, graphene has risen very little. I think the layout of graphene is a long and difficult process. No layout is required. The scope is too large, only suitable for short-term layout, when new technologies are developed, according to the driven industrial layout, relative to new shares.

If you lay out graphene-related stocks, it is not necessary. The research and development process is long, and the uncertainties are also long. If you really want to lay out graphene value stocks, then I think. It is necessary to make a good layout for several years or even longer.

In the bull market of 20 15, a wave of graphene stocks was hyped. The British scientific community has extracted the most stable material in graphite, called graphene. At present, graphene is widely used. In the field of electronics, for example, mobile phones with graphene as batteries charge faster, and it takes ten days to charge for five minutes at a time. These functions have been completed in the laboratory, but it will take a long time for large-scale application.

How do ordinary people lay out in advance? This is a false proposition and a product of the laboratory. What I can think of is how to lay out in advance: to participate in the graphene business and buy shares in such companies. Second, distribute electronic products or batteries as soon as possible, and sell these products as soon as possible after graphene application.

Many investments and trends are not suitable for ordinary people. These technological changes require long-term experience in industry organization, not personal experience. As an individual, I usually follow the trend and do business that can make money now.

If it is a company, you can consider long-term investment in trend products, and once successful, you will get huge early benefits.

In my opinion, it has been 10 years since graphene was asked, and it has been tepid. Graphene has a long industrial chain and a wide range of applications. In fact, graphene is just a form of carbon, a monolayer. The place with the largest proven reserves is Jixi City, Heilongjiang Province, with more than 5 billion cubic meters. It is estimated that there are still unexplored reserves.

Graphene is mainly used as an electrode, which is fast in conductivity and light in weight, and will certainly make great achievements in the field of batteries in the future.

Personal investment can be considered from two aspects:

1. Invest in graphene stocks and enjoy dividends with the development of listed companies. Baidu just needs to know which ticket to go to. I don't recommend stocks.

2. You can consider going to the origin of graphene to do some catering and other businesses. After all, Northeast Revitalization+Graphene Base will have a chance.

The above suggestions are purely personal opinions and are for reference only.

"Graphene" can be said to be a new technology that has been widely mentioned in recent years, especially in the familiar fields of mobile phones and automobiles. Graphene exists as a battery black technology. It not only solves the problem of fast charging, but also has higher energy storage per unit volume. Moreover, the application of graphene technology is not limited to this, and it will have great applications in aerospace, medicine, artificial intelligence and so on.

Then, as ordinary people, do we also have the opportunity to enjoy this technological breakthrough and get huge dividends through early layout? The answer is: no.

Because graphene is a breakthrough in scientific research, if you are a scientist in related fields, the layout is that you study this topic several years in advance, optimize graphene technology, and then make achievements in scientific research. This is called scientific research layout. Then, at the level of commercial capital, if you think graphene has a bright future, look for investment in the industry, which is called commercial application layout. Without money, scientific research and technology, the layout is really out of the question. At most, you know more than the average person.

But it is undeniable that we can enjoy the small dividend under the big dividend through this technological breakthrough.

For example, graphene batteries will have great applications in the field of smart phones, so for us, we can use thinner and lighter mobile phones, which have stronger battery life and do not need to be recharged frequently. This is definitely a good thing for some people who make money through mobile phones. In other words, there will be products like graphene charging treasure, which we can do in advance as ordinary people.

Then there is the application of battery technology in the automotive field, because electric vehicles must be the trend. If you learn the auto repair technology in related fields in advance, the layout in advance will be very good. These basic operations are laid out by most ordinary people in advance.

For most people, it is difficult to participate in this technological change, just like the mobile Internet. Most people just buy a smart phone, read jokes and news, which has nothing to do with drama and the like.

Baotailong's largest graphene mine is expected to break through the previous high point this week. Today, kdj's golden fork is upward, and there is a rising trend. If the turnover can be continuously enlarged to more than 350 million yuan, it may break through the current pressure point of 7.04 yuan this week and hit a new high. The most important thing here is that the daily turnover can be enlarged.

Looking at Kangdexin before, now graphene is mainly used for superconductivity and heat dissipation. You can pay attention to Fangda carbon.

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