Graphene demand huge graphene concept stocks will benefit

The graphene theme stock is a hot topic in the market in recent years. Graphene is a two-dimensional crystal material composed of carbon atoms and only one layer of atomic thickness. Its excellent properties in electrical, optical and mechanical strength make it have many potential applications in electronics, solar cells and sensors. In the future, China's demand for graphene is huge, and the graphene concept stocks in the A-share market will certainly benefit. So what are the graphene concept stocks?

Graphene concept stock

1, 002484, Jianghai shares: On the interactive platform, VOLTA graphene has resumed normal trial production, and one product will be provided to the company for testing on the super capacity.

2, 601011, Bao Tailong: Graphene and graphite deep processing business with graphene as the core is the main direction of the company's future transformation and upgrading. It has the right to explore the Dongrun graphite in Qitaihe City.

3, 002319, Letong Shares: In January 2013, the company signed the “Graphite Ink Project Cooperation Agreement” with Ningbo Moxi Technology Co., Ltd., and the two parties agreed to form a joint venture company to engage in R&D and production of graphene inks with a total investment of 100 million. Yuan Renminbi.

4, 002630, Huaxi Energy: On the evening of July 6, 2016, the company announced that it has reorganized and purchased the company as a high-tech enterprise engaged in R&D, production and sales of graphene products, which is the leading global production of single-layer graphene. The company has a production line of 100 tons of single-layer graphene and has the corresponding production capacity.

5, 002163, AVIC Sanxin: AVIC Aviation Materials Institute has made a major breakthrough in the graphene project, market rumors will be injected into the listed company, but it was rumored.

6, 300134, Dafu Technology: Cooperated with Inner Mongolia Ruisheng New Energy Co., Ltd. to form a joint venture company to jointly carry out project cooperation in the production, research and development and sales of graphene and other graphite application products. In this way, Dafu Technology has built a complete graphite industrial chain and intervened in the “fantasy new material” graphene.

7, 000928, Sinosteel International: The company is China's largest comprehensive carbon products manufacturer.

8, 600503, gorgeous family: The holding company is currently investing in the construction of the world's first mass production graphene production line in the coastal area.

9, 300068, Nandu Power: Nandu Power's two invention patents on graphene are mainly applied to the new lead-carbon super battery.

10,600805, Yueda Investment: The wholly-owned subsidiary Yueda New Materials Co., Ltd. is mainly engaged in the research and development and application development of new graphene materials.

11, 603,618, Hangdian shares: signed a "cooperation framework agreement" with China Mining Energy, into the field of graphene.

12, 002372, Weixing New Materials: On November 17, 2015, the company said on the interactive platform of investor relations that the preparation method of graphene/waterborne polyurethane nanocomposites is being patented and has not been approved.

13,600482, China Dynamics: In the interactive platform, it has established a graphene laboratory jointly with Shanghai Normal University, mainly to develop battery materials and electronic ink.

14,600735, Xinhuajin: The actual control of Xinhuajin, the graphite mine resources owned by Xinhuajin Group. However, it is the controlling shareholder business of the company. It is currently not related to Xinhuajin. It is also unknown whether it will be injected into the company in the future. (certified)

15, 300088, Changxin Technology: In the interactive platform, the Graphene Laboratory was jointly established by the company and Shanghai Normal University, mainly to develop battery materials and electronic ink.

16,300207, Xinwangda: signed a "Technology Development Cooperation Contract" with Nankai University. The two sides cooperated on the project of "new electrochemical energy storage device materials such as graphene and its key technologies". The agreement includes the joint construction of “Graphite New Energy Materials Joint R&D Center”.

17,600732, *ST Xinmei: The company's major shareholder Nanjiang Group has been involved in the investment and development of the graphene industry.

18, 600175, Mido Energy: The Division signed a "Strategic Cooperation Agreement" with Zhejiang University Materials College, and agreed to establish a comprehensive strategic partnership in the application and promotion of new materials such as graphene in the energy field.

19,600516, Fangda Carbon: The company is one of the largest manufacturers of carbon and graphite products in China. Its products sell well in more than 30 provinces and cities nationwide. In July 2011, the company raised more than 2.815 billion yuan. It is used to invest in the construction and processing of 30,000 tons/year special graphite.

20, 002471, Zhongchao Holdings: The company will lay out the layout and development of graphene cable, and the graphene cable project will receive government support.

21, 002340, GEM: On the interactive platform of investor relations, graphene products are currently in the stage of market promotion, and have been supplied to relevant companies for trial use. It is expected that there will be small batches of products this year.

22,600869, Smart Energy: The company's declared "end chain functionalized graphene modified smart energy cable, shielding material and its manufacturing method" won the national invention patent.

23, 000413, Dongxu Optoelectronics: launched the world's first graphene-based lithium-ion battery product - "ene king", which is the first direct-to-consumer graphene product launched by Dongxu Optoelectronics; July 2016 On the 1st, investing 500 million yuan to build a graphene-based lithium battery project; hand in hand to establish a graphene technology research and development center; and signed a cooperation agreement with a number of companies such as the United States Kaitu Energy, jointly working on graphene in power batteries, power lithium batteries, Application development and market promotion in the fields of small power batteries and lithium battery cathode materials, and promote the transformation of high-tech achievements.

24, 000532, Lihe shares: research and development, technical services and technical consultation of graphene film materials of the company's subsidiaries.

25, 002092, Zhongtai Chemical: In July 2013, the company restructured Xiamen Kaina Graphene Technology Co., Ltd. with a capital increase and share expansion method (141.278 million yuan), holding 35%. Xiamen Kainer is the first new high-tech enterprise in China engaged in the research and development of graphene and graphene microchips.

26, 002443, Jinzhou Pipeline: signed a "Strategic Cooperation Agreement" with Beijing Xin Carbon Technology and US DDH, intending to create a world-class graphene R&D center and build a graphene industrialization demonstration base.

27, 000009, China Baoan: Subsidiary Betray started the research and development and industrialization of graphene on the basis of graphite technology.

28,300409, Dow Technology: The acquired Xinxin New Energy is a leading manufacturer of high-quality graphene. The main products of Xinxin New Energy are graphene conductive agent for power lithium-ion battery, carbon nanotube conductive agent and graphite negative electrode. .

29, 601877, Zhengtai Electric: 126 million yuan to participate in overseas graphene battery company: to obtain a 10% stake in Spain GRABATENERGY, and will have a board seat in the company.

30,300128, Jinfu New Materials: The participation of Suzhou Ge Ruifeng Company's high-performance graphene powder preparation reached the international advanced level; on the investor interaction platform, the company participated in the layer graphene powder production pilot project, corresponding The construction of the pilot line has been completed and trial production has been carried out. At present, the graphene industry is still in the initial stage of application.

31, 002631, Del Future: In 15 years, the development strategy of the dual main business of “Smart Connected Home Industry Graphene New Materials and New Energy Industry” was established; a graphene industrial investment fund of RMB 500 million was established, and the Graphene Research Institute was established. Upstream holding group has 60 million tons of graphite ore, accounting for 12% of the national resources; in the middle reaches, olefin technology has 60% market share of vapor deposition method graphene preparation equipment; downstream, olefin technology, graphene thermal plastic, heat conduction The film is the blue ocean market, and Boao Technology is a rising star in the field of synthetic graphite thermal film.

32, 000510, Jinlu Group: The "graphene mass preparation technology" jointly owned by Jinlu Group and the Institute of Metals of the Chinese Academy of Sciences.

33, 000511, *ST olefin carbon: The company and the Institute of Nuclear and New Energy of Tsinghua University signed a cooperation in research and development of new materials for new energy.

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