Graphene topic: It is said that graphene is the core of the development of the next generation. A technological revolution will erupt in the next 10 to 20 years. It is the era of graphene that will overturn the era of silicon. Graphene is the frontier of the technological revolution. One of the country’s seven strategic emerging industries. The market potential is huge!

has been elevated to the height of strategic research by China, the United States, South Korea, the European Union, Japan and other countries, expecting it to bring huge market value.

Compared with other countries, China has a particularly outstanding performance in terms of competitive behavior. However, the graphene industry is still in the technological concept stage, and there are still many problems that need to be solved in the process of industrialization. Regarding investment proposals for the development of my country's graphene industry, the specific analysis is as follows:

1. Abundant raw materials

The preparation of graphene requires sophisticated preparation technology, but consumes less resources. Generally, the raw material used in the oxidation-reduction method is graphite, but the quality of graphene prepared from graphite as the raw material is relatively poor, and the size of the flakes is relatively small.

The CVD method, which is most likely to realize the large-scale preparation of single-crystal large-sheet graphene, uses carbon-containing gases such as methane and acetylene.

Regardless of whether the redox method or the CVD method is used, there is no need to worry about the limitation of insufficient raw materials, which is a major advantage of the development of the graphene industry.

2, the preparation technology is gradually mature

The current domestic research level in the field of graphene powder preparation and application is also comparable to that of foreign countries. In particular, graphene powder is used as a high-end additive to replace carbon black and used in lithium-ion batteries, polymer composite materials and other fields.

In addition, although the domestic large-scale preparation of graphene films started late, they have caught up. At present, Changzhou Two-dimensional Carbon Technology Co., Ltd. and Chongqing Moxi Technology Co., Ltd. have established mass production lines for graphene transparent conductive films. And actively develop its application in the field of touch screens.

3. Downstream demand boosts highlighting investment value

my country’s graphene industry is in an upward path. On the one hand, graphene materials have high technical barriers and strong bargaining power in the industry. Profits are relatively less affected by raw material price fluctuations. Factors such as process level and marketing strategies are more important. Core competitiveness is often reflected in R&D strength, management level and development strategy.

On the other hand, the downstream industries of graphene are mainly electronics, aerospace, optics, energy, environment, medicine, etc. The above industries are currently in a period of rapid development. In the long run, the demand for graphene is bound to increase. The long-term rapid development of the olefin industry provides a market basis.

1. The key technology has not yet achieved a substantial breakthrough

At present, most of the domestic companies involved in graphene production and application development are small and medium-sized enterprises and start-ups, and their capital, personnel, and R&D capabilities cannot match those of large foreign companies such as Samsung, IBM, and BASF. Although some large private enterprises, state-owned enterprises and central enterprises have begun to pay attention to graphene, most of them have not yet made substantial investment.

Graphene's high-quality, low-cost, green preparation and purification technology, graphene dispersion technology, and application technology (replacement of traditional materials have obstacles) are still bottlenecks restricting the future development of graphene.

2. Lack of guidance in industrial application technology

Although the graphene industry has a huge scale, the downstream application market is in urgent need of development. At present, the transformation from R&D to application is slow, and the channels are not smooth. The relevant large-scale enterprises lack their own R&D investment in graphene technology and the motivation to choose graphene in product components and materials. In this regard, more guidance and promotion are still needed. .

3. The market demand has not yet fully opened up

There are currently thousands of units engaged in graphene production and R&D in my country. Although most companies have basic design and production capabilities, there is little product differentiation. Although the output of graphene is increasing year by year, it is limited by the lack of breakthroughs in downstream applications, resulting in graphene having no market.

At present, the news that a domestic company's annual production line of several tons of graphene has been put into production has been common, but there are few reports on the application of graphene. If just blindly increase the output of graphene instead of broadening the downstream applications of graphene based on existing products, the industrial chain of the graphite field will not be formed.