Most graphene has not yet gone out of the lab capital enthusiasm, so that companies can not laugh
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But the ideal is full, and the reality is very skinny. The reporter's investigation found that some companies are investing in the graphene industry in the context of conceptual speculation. More companies have repeatedly clarified but they have been speculated by the market. The enthusiasm of capital is evident. However, from the practical application of technology to the specific products that can be mass-produced, there is currently no breakthrough outside the laboratory at home and abroad. There is still a long way to go to achieve commercial use of graphene.
On November 30th, the Ministry of Industry and Information Technology and other three ministries and commissions, "Several Opinions on Accelerating the Innovation and Development of Graphene Industry" (hereinafter referred to as "Opinions") were issued, and more than ten graphene concept stocks went up.
For the capital market, graphene is no longer a new hot spot. The new nanomaterial, which is the thinnest, strongest, and most conductive and thermally conductive, is considered to be the “king of new materialsâ€. Once the commercial application of graphene is achieved, the future prospects are difficult to estimate.
The reporter found out that in China's graphene concept stock companies, the progress has been smooth, and now there are experimental products for production and testing, but more listed companies just announced that they want to invest in graphene-related projects, and then they disappeared. Below. Li Yongfeng, a professor at China University of Petroleum (Beijing), said that in the graphene industry, there are many companies and funds that are speculative in concept, which is not conducive to the development of the industry. "Looking at the country's current new support policy, whether it is scientific research personnel or capital, it should be done in a down-to-earth manner, which is conducive to the development of this industry."
The concept of graphene is hot: Del's future share price soared 120% in March
With the eager attention of the capital market, more and more listed companies are beginning to plan to invest in graphene projects. Del will just take the Graphene Express, and on the 10th of this year, it will release a plan to raise more than 2 billion yuan for investment in graphene-containing super lithium battery projects, and promise to achieve annual revenue after the project is fully realized. 10.08 billion yuan, with an average annual net profit of 154 million yuan.
Since September this year, Del's future share price has soared from less than 11 yuan to 24 yuan. In less than three months, the stock price soared more than 120%, significantly exceeding the increase in the same period.
Also due to the rise in graphene concept, there are also Letong shares. In the three trading days after November 26, Letong shares three consecutive daily limit gains. However, the graphene project of Letong has not been heard for nearly a year. The company first involved graphene in 2013. In January of that year, Letong Co., Ltd. and Ningbo Moxi Technology Co., Ltd. (hereinafter referred to as Ningbo Moxi) signed an agreement. The two parties agreed to form a joint venture company to engage in the research and development and production of graphene ink. The total investment is planned to be 100 million yuan. The registered capital of the company is 30 million yuan, of which Letong shares invested 24 million yuan in cash, accounting for 80% of the joint venture company, Letong shares turned into a graphene concept stock.
However, since the joint venture was proposed in early 2013, there is no following. Until September 26, 2014, Letong announced that it had decided to suspend the establishment of the joint venture company and continue to observe the market situation and wait for the right time to establish a joint venture company.
"Daily Economic News" inquired about the company's graphene project, Letong shares said in an interview with reporters that there is no further information on whether to form a joint venture with Ningbo Moxi, and the company is currently developing graphene-related material. For the progress related to R&D, the reporter tried to get more information, but the company did not disclose it.
In fact, at least 10 listed companies have announced that they will enter the graphene field since 2014, but they often do not have the following after the announcement.
An industry insider who asked not to be named told the reporter of "Daily Economic News" that the impetuousness of the capital market has made many companies have the opportunity to take the opportunity to "do the game." Many of the claimed investment and technology research and development cooperation often "only promote." There is no action. There is no investment, the company is arguing in the stock market to study graphene, the market value has skyrocketed, and the real graphene research and development has not seen action."
The product concept is ambiguous: many "graphene" products are difficult to link with a single layer
Behind the concept of capital hot speculating graphene, in addition to its possible prospects, the confusion of the concept of graphene and related products also facilitates speculation. Conceptually, graphene refers to a single-layer sheet-like structure composed of carbon atoms, and graphene has many "super" properties such as ultra-low resistivity, high thermal conductivity, and high strength. It can only be owned by a single-layer structure. Many products known as "graphene" are difficult to hook up with a single layer.
During the Ph.D., Feng Hongbin, who specializes in graphene materials at Tsinghua University, told the reporter of “Daily Economic News†that the definition of graphene and related products is relatively broad in the domestic academic circles. This is also the emergence of many companies and “graphene†products in the industry. s reason.
Take the graphene battery that has been repeatedly speculated in the market as an example. "The charging speed is 1000 times that of an ordinary battery" and "1000 minutes of charging for ten minutes" have been considered to be a breakthrough that graphene batteries can bring. However, as far as the current situation is concerned, what is a graphene battery is difficult to define, and no progress studies have been seen. Liu Guanwei, a senior engineer at the Beijing Research Institute of Nonferrous Metals and a doctor at Tsinghua University, even wrote directly that "the graphene battery technology is close to non-existent, and its gimmicks are far more valuable than use."
The gorgeous family of another hotspot company in the graphene concept stocks has fallen into the controversy of graphene mobile phones this year. Its major shareholder is Shanghai Nanjiang Group, which owns the equity of Ningbo Moxi Technology Co., Ltd., and this year the gorgeous family has released a plan to acquire the acquisition of Beijing Monet (owned by Ningbo Moxi and Chongqing Moxi). The company said, "In 2015, the Moen Group will have batch orders generated and executed, and graphene will gradually enter various industries; Ningbo Moxi was established in April 2012, mainly engaged in the development, production and wholesale of graphene and products. And application technology consulting services, will establish an annual output of 1,000 tons of graphene production line. Chongqing Moxi was established in March 2013, the main research, production and sales of graphene products, will establish an annual output of millions of square meters of graphene film production line."
For the two production lines, the company said in an interview with reporters that although the company does not directly invest in the graphene project, the two companies to be acquired have reached the scale production capacity, and the specific production capacity will be based on the sales order. determine.
Some people in the industry have questioned the magnitude of graphene such as "thousand tons, millions of". "Currently there are some products with graphene names that can be mass-produced, but these products can only be called graphene-like products, or even graphene products. For example, graphene powder, multi-layer powder is reflected in China. The company can mass-produce, but the multi-layer powder will lose some graphene-specific properties compared with the single-layer powder. For example, some companies proposed graphene oxide and other products, which are not considered graphene, can only be called carbon-oxygen mixture. A university professor who asked not to be named told reporters, "The greater the number of companies shouting on graphene products, the more difficult it is to ensure authenticity, and the more likely it is not true monolayer graphene."
Chen Yuqun, secretary-general of the Heilongjiang Graphite Industry Association, directly questioned that “single-layer or small-layer graphene products are still in the laboratory research stage. The main demand side is also the research institution and the school. Calculate. If it is not a graphene-like product, but a graphene product, can it really produce hundreds of tons and sell it to whom?"
Most projects are still in the state of research: only master production methods, no specific products
Fangda Carbon (600516, SH), considered to be the leader in graphene concept stocks, is one of the leading companies in domestic carbon and graphite products. The company is considered to have the strength to develop and produce graphene products, and it is earlier than 2013. A patent for the production of graphene materials was obtained. When the graphene concept stocks rose sharply last year, there was a media interview with Fangda Carbon on graphene products. The company responded that “graphene products are still in the state of research and development, only mastering a production method of graphene, and There is no specific product. The stock market is only speculation in the market, and the products are far from the market.†The reporter did not find any related projects on graphene in Fangda Carbon’s annual report last year and this year’s semi-annual report. Regarding the progress of research on the related graphene of Fangda Carbon, the relevant personnel of the company's securities office did not reply.
Dongxu Optoelectronics announced the layout of the graphene industry last year. In June 2014, the company signed a cooperation agreement with Beijing Polytechnic to build the “Dongxu Photographene Technology Research Instituteâ€. For the company's current investment in graphene products, the company said in an interview with reporters that the relevant research is still in the experimental research stage, and no products are put into mass production. How to develop in the future depends on the future development.
In addition to the projects under study, there are also concept companies that are currently investing in graphene projects. In the announcement, the company's development in the field of graphene is the “graphene industrialization platform†company, which is a pivotal service for graphene industrialization through the “industrial service platform + industrial investment fundâ€. Platform company. It is understood that the company has already participated in the relevant graphene base and company.
Capital impetuous influences scientific research: too much money for speculation, which is not conducive to industry development
In the past two years, listed companies have denied that graphene-related products have been denied several times, and they can still be denounced after two years of denying the concept of graphene.
Since 2013, the graphene concept stock has risen sharply, and the Vico essence of its own battery subsidiary has not fallen. More ironically, the company has been clarifying since 2013 that the company does not have a graphene project, but it still can't stop the hot money in the stock market.
As early as the 2013 round of graphene concept surge, Vico Essence rose 25% in just three days, when the company clarified that its business does not have graphene projects.
After following the daily limit of the graphene plate on November 30, Vico Essence was a little bit sorrowful about its still being classified as a graphene concept stock. In an interview with the reporter, the company said, "We have been clarifying that the company really has no graphene-related projects."
Similar to Xinhuajin. As early as June 2014, listed companies had clarified that they had nothing to do with graphene. In an interview, Xinhua Jin also said that the related graphene projects are related to the group companies, and the listed companies have no related projects.
A brokerage analyst bluntly said that the reason why the company clarified that no related projects are still being sizzled is because of the prospect of speculating on the prospects of graphene. “As for how many years to mass produce and then commercialize, no one cares.â€
A person in the graphite industry is quite helpless. “Whenever the graphene concept is hot, there will be some uncles who don’t understand the industry and don’t understand the stock market. Ask me, is this graphene good? I can only tell them that the future prospects are good, but when can Mass production, commercialization, and the company's main business, I am not sure."
Li Yongfeng believes that the impetuousness of capital has even been brought into the study. “There are many companies and funds that are entering the graphene industry now. This is a good thing. However, there are a lot of companies and funds that are currently being speculated, which is not conducive to the development of the industry. With the current new support policies of the country, capital should pick The development of the development will benefit the development of this industry."