Thanks to policy support and accelerated industrialization, graphene has broad application prospects and huge development space.
Haitong Securities pointed out that the decline in the preparation cost of graphene has accelerated the industrial application of graphene. According to the staff of Chongqing Institute of Green Intelligent Technology, Chinese Academy of Sciences, the cost of graphene has dropped from 1 10,000 yuan/square meter to 1 10,000 yuan/square meter, making the industrialization and scale of graphene possible. As "Industry 4.0" rises to the national strategy, the mass production of graphene will accelerate. The application of graphene in intelligent terminals, new energy vehicles, composite materials processing, smart wear, clean energy, aerospace military industry, smart home and other fields has made graphene a real "2 1 century new material".
Huatai Securities Research Report pointed out that the state clearly listed new materials as an important strategic emerging industry in the Twelfth Five-Year Plan, and the National Natural Science Foundation successively allocated more than 300 million yuan to fund graphene-related projects, and the state guided the graphene industry to establish a strategic alliance for technological innovation in China's graphene industry. At the same time, private capital flows to the graphene industry, and the Industry-University-Research framework is basically formed. Under the active guidance of industrial parks and venture capital funds, some entrepreneurs set up companies with technology as capital, and some listed companies intervened in the graphene field with capital as an advantage. In view of the huge application prospect of graphene, it is suggested to pay attention to the related listed companies with graphene technology and the thematic investment opportunities brought about by the gradual advancement of graphene industrialization.
At present, the A-share graphene-related concept stocks mainly include Fangda Carbon, Gorgeous Family, china baoan, Zhong Chao Cable, Da Yue Investment, Chint, Alkene Carbon New Materials, Zhongtai Chemical, Kangdexin and Xu Dong Optoelectronics.