Introduction of leading stocks in graphene industry at a glance
Graphene is a new type of carbon material with excellent electrical, mechanical and thermal properties, and has a wide range of prospects for application in the fields of electronics, energy, the environment, and medical care. With the development of graphene technology, the following Xiaobian brought graphene industry leading stock introduction, we take a look at it, hope to bring reference.
Introduction of leading stocks in the graphene industry
Graphene, as one of the important representatives of the future field of materials, has a broad application prospect. In the many listed companies, there are also many enterprises began to layout this industry. In these enterprises, we often hear the name "leading stock". So, what are the leading stocks in the graphene plate? According to public statistics at home and abroad, China's Safetran, Invicta, Morning Sun Aviation and several other companies are more with the strength and growth of the representatives.
The latest Safetran was named the "2019 Global Best Graphene Manufacturer", with the world's advanced level of three-dimensional patterning technology to produce all kinds of high-end products; INVIC is relying on independent innovation and a large number of inputs to reach the advantageous position and can provide high-quality diode chips and other related device products; Chenxian is the first company in the world to be awarded the title of "Best Graphene Manufacturer". Related device products; Morning Sun Aviation is committed to engaging in civil aircraft engine fault diagnostic devices, intelligent structural health monitoring system and simulation modeling and other core technologies and equipment to explore the application areas.
Graphene first leading stocks
1, Del future: graphene leading stocks. Review of the last 30 trading days, Del Future shares rose 10.63%, the total market capitalization fell 46.105 million, the current market capitalization of 4.09 billion yuan. 2022 shares fell -20.93%.
Del Future 2022 second quarter, the company realized total operating income of $529 million, an increase of 5.12% year-on-year; net profit of 28,841,300, an increase of -5.75% year-on-year; Earnings per share of $0.04.
After the acquisition, the company and its wholly owned subsidiaries will hold a total of 74% of the equity of Allycene Graphene.
2, China Baoan: leading graphene stocks. In the last 30 trading days, China Baoan has 16 days up, during the overall rise of 16.89%, the highest price of 13.65 yuan, the lowest price of 11.2 yuan. Compared with 30 trading days ago, China Baoan's market capitalization rose 5.881 billion yuan, or 16.89 percent.
The quarterly report for the third quarter of 2022 showed that China Bao'an realized total operating income of 8.976 billion yuan, up 115.84% year-on-year; net profit of 152 million yuan, up -28.19% year-on-year.
China Baoan, subsidiary Betray in the field of graphene battery materials in the application of research at the domestic leading level, Betray co-initiated Shenzhen Advanced Graphene Application Technology Research Institute and Guangzhou Automobile Group, Huawei, BYD, etc. to carry out research and development cooperation of graphene.
3, fir shares: graphene leading stocks. Sugo shares in the last 30 days the stock price fell 10.9%, the highest price of 21.93 yuan, the lowest price of 20.84 yuan. The current market capitalization is 42.308 billion yuan, 2022 share price fell -68.46%.
Sugo's Q3 2022 quarterly report showed that the company realized revenue of $5.069 billion, up -12.08% year-on-year; net profit of $548 million, up -72.81% year-on-year; and earnings per share of $0.25.
Belongs to the downstream of the industrial chain; downstream applications, its research institute research graphene conductive ink is mainly used in printed RFD antenna product application development.
Graphene concept stock other:
East Asahi Optoelectronics: in the last 5 trading days, East Asahi Optoelectronics has 3 days of gains, during the period of the overall rise of 2.06%. Compared with five trading days ago, the market value of Dongxu Photoelectric rose 225 million yuan, up 2.06%.July 2016 announcement that the company's holding subsidiary Shanghai Carbon Source Huigu New Material Science and Technology Co. and Taizhou New Energy Industrial Park Management Committee signed the "graphene-based lithium battery project investment agreement", on the Shanghai Carbon Source Huigu in the new energy industrial park in Taizhou, investing graphene-based Lithium battery project in Taizhou New Energy Industrial Park to invest in graphene-based lithium battery project to reach an intention.
New Gold Road: review of the last five trading days, the new gold road has three days up. During the period, the overall rise of 5.71%, the highest price of 6.84 yuan, the lowest price of 6.24 yuan, a total turnover of 75,784,100 lots. Belongs to the industry chain in the middle and downstream, midstream preparation and the Chinese Academy of Sciences Institute of Metals jointly developed battery-grade graphene technology has been November 11, 2012 on *** with the completion of the "graphene materials, large-scale preparation technology" through the results of the appraisal; holdings of 12.5% of the shares of Deyang Alkylene Carbon Science and Technology Co. Engaged in graphene research and sales.
Huajin Capital: In the last 5 trading days, Huajin Capital has 3 days up, during the overall rise of 0.45%. Compared with 5 trading days ago, the market value of Huajin Capital rose 17,235,400 yuan, up 0.45%. In July 2013, the company disclosed that it is not directly involved in the graphene production business, but indirectly participated in Changzhou 2D Carbon is mainly engaged in the research and development and production of graphene transparent conductive film materials.
Graphene Leading Stocks Ranked No. 1 Leading Stocks
Huahua Family:The company's Ningbo Mercury and Chongqing Mercury are mainly dedicated to the production, preparation and application of graphene microchip and graphene film graphene leading stocks ranked No. 1.
China Baoan: one of the old leaders, the company holds 75.49% of the shares of Betray New Materials, Betray has the ability to oxidation reduction method of preparing graphene, there are to carry out graphene in the battery positive and negative materials combined with the application of technology research and development work graphene leading stocks ranked first. In addition, its deep Switzerland graphene graphene heat-conducting film has a small batch of orders.
Oriental Materials (603110) graphene wang file leading stocks ranked first. Oriental materials is specializing in flexible packaging with ink, composite with polyhexyl ester adhesive and PCB electronic ink and other products production and sales of high pie enviable new technology enterprises. 2020 1-9 months to achieve revenue of 292,233,661.14 yuan, a year-on-year decrease of 0.39%; attributable to shareholders of listed companies net profit of 43,121,346.07 yuan, an increase of nearly 7%.
Carbon Yuan Technology (603133) graphene leading stocks ranked No. 1. 2020 first half of the company realized operating income of 254,565,486.86 yuan, an increase of more than 23%; to achieve net profit attributable to shareholders of listed companies -41,789,060.44 yuan, the same period last year -24,653,184.76 yuan, a loss of growth; report The total assets of the company at the end of the period was 1,618,497,582.78 yuan, a decrease of 8.29% from the end of the previous year.
Graphene concept of market prospects analysis
It has a thin, light, strong, conductive and other characteristics, known as the dark horse in the field of modern technology. Meanwhile, with the gradual transformation of China's economy and industrial upgrading, the graphene industry is also rapidly rising.
At present, numerous enterprises engaged in the development and production of graphene applications have emerged in the Chinese market. Many of these companies have become leading shares and have achieved good performance in the capital market. For example, Yingli Holdings, a subsidiary of GSR Ventures, Carbon Element Technology, a subsidiary of China Central Vehicle, and Shenzhen Ruby Red are some of the more well-known leading companies in the industry at present.
For the industry as a whole, the future development trend is favorable; according to statistics, the global market size will reach more than 100 billion yuan, and is expected to exceed 200 billion U.S. dollars. This means that the industry has great potential and long-term investment value.
In summary, in the current environmental protection and energy issues continue to increase the pressure of the background, and engineering machinery and other intelligent equipment demand growth driven by the pull, graphene with its excellent performance will also become an important hand of the future market. Therefore, graphene production enterprises should pay more attention to technological innovation and product upgrading, and as a major way to improve core competitiveness.
Graphene plate in other potential stock analysis
Graphene is a very excellent mechanical, electrical, optical properties of two-dimensional materials, and in the graphene plate, in addition to the leading stocks, there are many other potential for very great stocks.
In the field of new energy vehicles in the field of lithium batteries, a number of companies are exploring the use of graphene to improve the performance of lithium-ion batteries. For example, the domestic well-known ternary materials producer Yiwei lithium on the introduction of anode and conductive additives containing micron and nanometer graphene composite material products, the future may occupy a greater share of the new energy automobile market.
In the basic chemical industry, there are also a number of companies began to approach the high-end preparation, and through close exchanges and cooperation with international technology platforms to accelerate their own technological upgrading. For example, the western entrepreneurship subsidiary Tianyi shares has become one of the world's largest boron nitride mass production manufacturers, and through the introduction of Germany's Dupont company's leading technology integration and development of boron nitride / MoS2 (MoS2) composite super lubricants series of products, by the market attention.
With the continuous deepening of graphene material technology and expanding the scope of application, it is believed that in the future there will be more and more enterprises to join the ranks, and get rich profits in it.
How should investors choose the right graphene leading stocks
When making stock selection, you can start from the following aspects:
To understand whether the company owns the core technology and patent achievements. As an indispensable basic raw material in the graphene industry, technical strength and intellectual property rights are crucial to the company's future development.
To pay attention to the company's position in the industry and business scope. There are already many leading companies that have captured market share and are continuing to invest more to expand and improve their competitiveness.
When analyzing financial data, you need to pay attention to indicators such as net profit growth rate and gross profit margin. These data can help us get a more complete picture of the company's operations and lay a good foundation for future profit expectations.
When choosing the right leading graphene stocks, we need to take into account all factors and make informed decisions based on our own risk appetite and investment strategy.
Whether China can make a major breakthrough in the field of graphene in the next few years
Currently, China has formed a number of colleges and universities such as the Chinese Academy of Sciences and scientific research institutes as the main graphene industry base, and accelerated the layout of the domestic and foreign through acquisitions, mergers and acquisitions and other ways. Among them, "two strong competition" situation is becoming more and more obvious: Xinhui Jinggang and Anhui Nonferrous Metals, respectively, on behalf of the industry's largest production capacity with the ability to commercialize the application of the enterprise; and Wanjie science and technology represents one of the fast followers. However, in improving the cost-effectiveness of products, still need to seize the manufacturing process innovation this link to achieve better competitiveness. I believe that with the policy support and market promotion role to enhance the capital to help increasingly sufficient, China will usher in a period of broad development prospects.