Lu Jin Group (0005 10)
Lu Jin Group, which mainly produces and sells PVC resin and caustic soda, reached an agreement with Institute of Metals, Chinese Academy of Sciences in June this year, and the two sides decided to cooperate in the research and development and industrialization of graphene and become graphene concept stocks. Lu Jin Group is responsible for providing R&D funds. Institute of Metals, Chinese Academy of Sciences is responsible for the specific research and development and industrialization of graphene-based transparent conductive films, three-dimensional network heat dissipation materials and electrode materials for power batteries, and provides industrialization feasibility reports; In addition to providing R&D funds, Lu Jin Group will also organize relevant teams for industrialization and market development.
China baoan (000009)
Relevant information shows that Betray, a holding subsidiary of china baoan Company, announced on the website that it has nearly 268 million tons of high-quality graphite mineral resources suitable for lithium-ion secondary batteries. However, on March 15, a clarification announcement of the company changed the trend of china baoan's share price. According to the company, the business of Heilongjiang Baoan New Energy Investment Co., Ltd. is basically at a standstill, and there are no mineral resources at present. The graphene halo on china baoan's head was shattered. However, in terms of research and development, the company has completed the development and industrialization of lithium titanate (LTO) with high rate and high capacity, and achieved mass production and sales; Realize the development and partial sales of conductive graphite; Realize the development and production of carbon nano-conductive liquid; Graphene is developing a pilot process and establishing a pilot line, which will help the company gradually realize the strategic concept of "building a graphite deep processing base".
Fangda Carbon (6005 16)
The company mainly deals in carbon products and iron ore, among which carbon products include graphite electrodes, carbon bricks and isostatic pressing graphite. Is the largest graphite electrode manufacturer in China, with a production capacity of nearly 200,000 tons, ranking first in Asia and third in the world. The company has a complete range of new carbon materials, and has a number of carbon brick patents. Acquired 60% equity of Jin Jia Mining by means of equity purchase, and signed the Letter of Intent for Equity Transfer with Mr. Wang Guanghuan, the natural person shareholder of Jin Jia Mining. In August last year, the company issued a fixed plan, issuing no more than about 230 million A shares and raising no more than about 2.82 billion yuan, which were used for 30,000 tons/year special graphite manufacturing and processing projects and 654.38 million tons/year oil-based needle coke projects respectively. Among them, the planned investment of special graphite project is about 654.38+79.6 million yuan, and the planned investment of oil-based needle coke project is about 654.38+02 million yuan. In this regard, Huatai jointly pointed out that the internal demand of the company with 654.38+10,000 tons of needle coke production capacity can be completely digested. High quality needle coke is the main raw material of ultra-high power graphite electrode. At present, China still relies mainly on imports, which is not only costly, but also unstable in supply. 30,000 tons/year special graphite project will be the biggest attraction of the company's future performance growth. Special graphite has a wide range of applications, among which high-end fields such as photovoltaic solar energy, electric spark, mold and nuclear energy are in great demand.
Bo Yun Xin Cai (0022970
The company is a leading enterprise in the field of composite materials in China. Its main products include aircraft brake pairs, carbon-carbon composite materials for aerospace, environment-friendly high-performance automobile brake materials and high-performance mold materials. Formerly the Institute of Powder Metallurgy of Central South University, it was established for the industrialization of carbon/carbon composites that won the first prize of national technological invention. It is understood that carbon/carbon composites are reinforced with carbon or graphite fibers and matrix with low density, high specific strength, excellent friction characteristics and high temperature resistance. At present, carbon/carbon composites are the main materials for producing rocket engine nozzles, which are strictly restricted by western developed countries. The company developed a variety of rocket nozzles based on carbon/carbon composites, which broke the foreign technical monopoly in this field. In addition, due to the corrosion resistance of carbon/carbon composites, they are widely used in the solar energy field, and the rapid development of the solar energy industry will also drive the sales of carbon/carbon composites in the solar energy field.
Sinosteel Jitan (000928)
The company is the largest comprehensive manufacturer of carbon products in China, mainly including graphite electrodes, graphite anodes, carbon blocks, special carbon products and carbon fiber products. Although the company is currently focusing on the rapid development of carbon fiber projects, it has also said that graphene and its related industries have no R&D and output, and the company has no plans to engage in graphene and its related industries during the Twelfth Five-Year Plan period. The company is still regarded as an important graphene concept stock by the market. It is understood that the reason why the market still refuses to let go after the company said that it is doing carbon and the production of graphite products has nothing to do with the graphene industry is mainly because the company, as a leading enterprise in the carbon industry, has accumulated rich experience in the research of new carbon materials for many years. The company has the ability to enter the graphene industry and get good profits from it.