Graphene: a promising 2D nanomaterial
Graphene: a promising 2D nanomaterial
Graphene: the king of powerful new materials
Graphene is a two-dimensional carbon nanomaterial with excellent mechanical properties and excellent electrical and thermal conductivity. Its downstream applications mainly cover basic disciplines, new energy batteries, flexible displays, sensors and composite materials. The large-scale commercial application of graphene is mainly divided into powder and film. Graphene powder is currently mainly used in new energy, anti-corrosion coatings and other fields. Graphene film is mainly used in flexible displays and sensors. demand exceeds 70%. The CVD chemical vapor deposition method is commonly used in the industrial production of graphene, which is currently considered to be the most promising method for large-scale production of graphene films.
The application field continues to expand, and the market scale continues to grow
The market size of the global graphene industry has shown a steady growth trend. It is estimated that by the end of 2020, the global and domestic graphene industry market sizes will be 9.5 billion US dollars and 20 billion yuan respectively. The Chinese graphene market size accounts for about 30% of the global graphene market size, and there is a trend of increasing year by year.
The most widely used downstream fields of graphene in China are new energy related fields, including new energy super capacitors and lithium battery conductive agents. As the penetration of new energy vehicles continues to accelerate in 2020, the industry will usher in a high growth rate. The global graphene conductive agent market size is expected to reach 13.9 billion yuan in 2020, with a compound annual growth rate of about 64%. The graphene supercapacitor market is expected to reach US$84 million by the end of 2021, and is expected to reach US$609 million by 2030, with a compound annual growth rate. more than 20%.
In addition, in the field of anti-corrosion coatings, the growth rate of domestic anti-corrosion coatings production reached 18% in 2019, and graphene anti-corrosion materials have significant advantages in thermal stability and antibacterial properties; in terms of graphene flexible screens, wearable devices are the main driving force for demand; sensors , Graphene has strong chemical sensitivity and has broad prospects in medicine and other fields. In 2019, the graphene sensor market reached 200 million yuan, with a growth rate of 70%.
Domestic and foreign industries are in their infancy, waiting for large-scale downstream applications
The graphene industry is on the eve of large-scale industrialization, and all countries in the world have attached great importance to graphene. More than 80 countries around the world have invested in the research and development and production of graphene. European and American companies occupy the key links of the global graphene industry chain. Graphene application market prospects are bright.
China's graphene industry is in the market introduction period, the products are not yet mature, the industry profit margin is low, but the market growth rate is fast. At present, my country has formed the three major aggregation areas of Beijing-Tianjin-Hebei-Shandong, the Yangtze River Delta and the Pearl River Delta, and the graphene industry pattern of distributed development in many places. China's leading graphene enterprises have developed significantly. There are now more than 10 listed companies. The main research areas are focused on graphene conductive agents, flexible displays, and thermal conductive materials. They have initially had the ability to produce graphene films and powders on a large scale.
The technological development in the downstream application field is less than expected; the development of graphene large-scale preparation technology is slow; the cost reduction is less than expected.
Key conclusions and recommendations:
With the gradual maturity of graphene large-scale preparation methods, the industry is expected to usher in a golden development period. Since its development in 2004, the popularity of graphene has continued unabated, and it is known as the "king of new materials". The downstream demand covers popular fields such as heat dissipation materials, new energy batteries, flexible displays and composite materials. At present, the chemical new material industry is in a period of rapid development opportunities, and the demand for domestic replacement will accelerate and catalyze. For example, in the field of 5G communication equipment and new energy, traditional materials will gradually fail to meet the demand, and graphene materials will be completed in the future due to their excellent characteristics. The full replacement of ITO and traditional capacitors and lithium battery materials, the industry is on the eve of the outbreak of technological breakthroughs, and the high growth rate of the industry in the medium and long term is more certain.
The global graphene industry market scale is showing a steady growth, maintaining a growth rate of more than 20%. It is estimated that by the end of 2020, the global and domestic graphene industry market scales will be 9.5 billion US dollars and 20 billion yuan respectively. China has become the world's largest graphene consumer, and domestic graphene downstream new energy fields account for three-quarters of the demand. Under the catalysis of policies, technologies and demand markets, the graphene industry is expected to usher in a golden period of development.
core assumption or logic
First, the scale of the global graphene material market has grown steadily in recent years. Due to its excellent characteristics, it will become an important material in the fields of new energy, lithium batteries, and composite materials. In 2020, the market scale of super capacitors, lithium battery materials, anti-corrosion materials, sensors, etc. will further expand, and the cost of graphene materials will decrease, which is expected to achieve large-scale growth in the downstream application fields of graphene.
Second, the current graphene productivity is mainly concentrated in the four regions of Europe, America, China and South Korea. The foreign graphene industry started earlier, and the patented technology and industrial chain layout are relatively mature. Although my country started late, it now accounts for 58% of the world's total graphene production capacity and is the largest producer. There are already listed companies such as Sixth Element, Dongxu Optoelectronics and Dow Technologies engaged in the research and development of graphene materials. Production and application and have a certain scale, in the context of the further expansion of the graphene market, the performance of related listed companies is expected to steadily improve.
Third, under the premise of large-scale development of new materials, graphene, as an important member, needs to continuously improve its preparation technology and R&D applications. With the advancement of technology, wearable devices, composite materials, new energy, lithium batteries and other fields need more powerful materials to improve their properties. The material properties of graphene can be well exerted, so it is foreseeable that graphene applications are inevitable in all aspects. the trend of.
Key Risks to Core Assumptions or Logic
First, the technological development in the downstream application field is less than expected;
Second, the development of large-scale graphene preparation technology is slow;
Third, the cost reduction is less than expected.
Graphene: the king of powerful new materials
Introduction to Graphene: A 2D Carbon Nanomaterial with Outstanding Performance
Graphene is a two-dimensional carbon nanomaterial that is separated from graphite by micromechanical exfoliation method in 2004. It is composed of carbon atoms and sp² hybrid orbitals to form a hexagonal honeycomb lattice. The English name is Graphene, which is a layer of carbon atoms. composed of two-dimensional crystals. Compared with other organic polymer materials, graphene has a relatively unique atomic structure and mechanical properties. Its σ bonds are linked with other carbon atoms to form a honeycomb layered structure of hexagonal rings, and each carbon atom is perpendicular to the layer plane. The pz orbitals can form large π bonds of polyatoms throughout the whole layer, and thus have excellent electrical conductivity and optical properties. Graphene has a theoretical Young's modulus of 1.0TPa and an inherent tensile strength of 130Gpa. It is one of the strongest known materials. It also has good toughness and can be bent. It is known as the "king of new materials". ","black gold".
Graphene can be divided into single-layer graphene, double-layer graphene, few-layer graphene and multi-layer graphene according to the number of layers. According to the functional form, it can be divided into graphene oxide, hydrogenated graphene, fluorinated graphene, etc. According to the external shape, it can be divided into sheets, films, quantum dots, nanobelts or three-dimensional shapes.
Graphene features: excellent mechanical and photoelectric properties
Graphene has excellent material properties such as super electrical conductivity, good thermal conductivity, good light transmittance, solubility, permeability, high flexibility and high strength. Because of these properties, it can be applied in a wide range of fields, mainly in the fields of basic disciplines, new energy batteries, flexible displays, sensors and composite materials.
The graphene industry chain tends to be perfected, and the downstream demand fields continue to expand
The graphene industry chain structure is perfect, and the downstream application fields are extensive but still need to be explored
Graphene material itself shows excellent performance, and its downstream applications are very wide, which can be used in battery electrode materials, semiconductor devices, transparent display screens, sensors, capacitors, transistors, etc., and in chemistry, materials, physics, biology, environment. A series of important progress has been made in many disciplines such as energy, energy and so on. The upstream of graphene is graphite, and the main downstream application fields are new energy batteries, coatings, flexible screens and sensors.
Raw material graphite reserves rank among the top in the world, and demand has declined
The raw material upstream of the graphene industry chain is graphite. China is the world's largest producer of graphite, but its recoverable reserves are only the second in the world, accounting for 25% of the world's total reserves. The static mineable life is only 116 years. Among the graphite producing countries, it is only higher than Norway.
The reserves and output of graphite resources in my country occupy a major position in the world, and it is far ahead in terms of raw materials. In 2016, the global natural graphite output was 1.15 million tons. In the past two years, the global natural graphite output has declined. In 2018, the global natural graphite output was about 930,000 tons.
The output of natural graphite in my country reached 630,000 tons in 2018, accounting for 68% of the world's total output. In addition, the output of artificial graphite was about 138,000 tons. The global output of the graphite industry decreased, and the supply of raw materials decreased accordingly. This requires the midstream preparation of graphene. put forward higher requirements.
There are various preparation methods for graphene, and large-scale mass production is difficult
The midstream of the graphene industry chain is mainly the preparation of graphene. The preparation of graphene is divided into two types: (1) "Top-down": starting from the raw material of the graphite block, the graphene layer of a single or several atomic thickness is exfoliated from the graphite block, such as the "liquid phase exfoliation method". ", "Mechanical exfoliation method", etc.; (2) "Bottom-up": starting from the molecular structure of carbon atoms or carbon compounds, such as CH4, C2H2, etc., using crystal growth to rearrange graphene, such as "chemical vapor deposition method" ", "small molecule chemical synthesis method", "epitaxial growth method" and so on.
Graphene obtained by different preparation methods varies greatly in quality and cost, and there are also some differences in the applicable fields of related products. Graphene powder is mainly prepared by ball milling exfoliation method, liquid phase exfoliation method and redox method, among which the graphene powder prepared by redox method has the least number of layers and is currently the most commonly used method. Graphene films are mainly prepared by vapor deposition and epitaxy. Among them, chemical vapor deposition can prepare large-scale graphene films, which is currently considered to be the most promising method for large-scale production of graphene films.
Downstream demand: the application field continues to expand, and the market scale continues to grow
The market size of the global graphene industry has shown a steady growth trend. In 2019, the global graphene industry market size was US$7.7 billion, with a compound growth rate of 45.89%. It is predicted that graphene will maintain a growth rate of about 20% in the next two years.
The scale of China's graphene market has grown rapidly in recent years, reaching 16.3 billion yuan in 2019 and is expected to exceed 20 billion yuan in 2020, with a compound annual growth rate of about 60%. In recent years, the scale of China's graphene market accounts for about 30% of the global graphene market size, and there is a trend of increasing year by year.
The research and application development of graphene continues to heat up, and materials related to graphite and graphene are widely used in battery electrode materials, semiconductor devices, transparent display screens, sensors, capacitors, transistors, etc. In view of the excellent properties of graphene materials and their potential application value, a series of important progress has been made in many disciplines such as chemistry, materials, physics, biology, environment, and energy.
The downstream application of graphene is mainly divided into two aspects: the first is the downstream application of graphene powder, and the second is the downstream application of graphene film. Among them, graphene powder can be used in new energy batteries, composite materials, lithium batteries, etc., and graphene films can be used in flexible displays and sensors.
The most widely used downstream field of graphene in my country is new energy related fields, which is the main driver of the ultra-high growth of the industry. In 2017, the market size of graphene in the field of new energy supercapacitors and lithium battery conductive agents was about 5 billion yuan, accounting for 71.4% of the national market share. Among them, the application of graphene in anti-corrosion coatings, composite materials, biosensors and other fields also accounted for There are many and much attention, and the fields of energy saving and environmental protection and flexible display of electronic information are also involved. For example, China Baoan mainly focuses on lithium battery materials, Huagao Graphene mainly focuses on new energy super capacitors, and the sixth element mainly focuses on composite materials, etc.
Supercapacitor: Solve the bottleneck of long charging time and short battery life
Supercapacitor refers to a new type of energy storage device between traditional capacitors and rechargeable batteries. It not only has the characteristics of fast charging and discharging of capacitors, but also has the energy storage characteristics of batteries. It is an electrochemical device with high energy density. Capacitors range from hundreds to thousands of times higher than traditional electrolytic capacitors. Compared with batteries and traditional physical capacitors, the characteristics of supercapacitors are mainly reflected in high power density, long cycle life, wide operating temperature limit, maintenance-free, and green environmental protection. However, its shortcomings are mainly reflected in the low energy density, only about 30% (Wh/L) of lithium-ion batteries, and serious safety problems. Graphene has good electrical conductivity, high density and specific surface area, and is an ideal material for supercapacitors.
Due to its excellent material properties, such as electrical conductivity, high density, and large specific surface area, graphene supercapacitors have significantly improved discharge rates, charging rates, and output power compared with traditional batteries and capacitors, making them capable of New energy batteries have been widely used.
The global graphene supercapacitor market is expected to reach US$84 million by the end of 2021, and the global graphene supercapacitor market is expected to reach US$609 million by 2030, with a compound annual growth rate of 23.9%. Graphene supercapacitors are popular in transportation, industry, new energy batteries and equipment and other fields due to their light weight, durability, large-capacity energy storage, and shortened charging time.
Asia Pacific has become the largest regional market and is expected to account for 46% of the global graphene supercapacitor market in 2021, and will continue to grow by 2030, accounting for about 50% of the global supercapacitor market. The European and North American markets rank second and third, and are predicted to account for about 27% and 18% of the global graphene supercapacitor market, respectively. China, Japan and South Korea are the main countries with growing demand for graphene supercapacitors, much higher than places such as North America and Europe. China, Japan and South Korea mainly use graphene supercapacitors for electric vehicles and electronic equipment.
Due to the support of national policies, my country's super capacitor market has grown rapidly, from 850 million in 2010 to 11.8 billion in 2019, a year-on-year increase of 30%. It is predicted that the growth rate of nearly 30% will remain in the next three years. At the level of 15 billion yuan, the graphene penetration rate will also reach about 5.5%.
The transportation segment continues to hold the largest market share for graphene supercapacitors. At present, the application of supercapacitors in my country is mainly concentrated in transportation, industry, new energy batteries and other aspects. The scale of subdivision products of supercapacitors is increasing year by year. Considering the high performance advantages of graphene compared with traditional capacitor batteries and the good competitiveness in the future, it can be considered that graphene supercapacitors will also show a large growth trend, especially in transportation. and new energy. The need for safe, lightweight, and clean batteries in fields such as transportation and equipment will lead to the need for high-power and high-energy-density batteries, which will ultimately drive the growth of the graphene supercapacitor market, especially in the electric vehicle market.
Graphene supercapacitors will solve two major problems that restrict the development of electric vehicles: long charging time and short cruising range. It is expected that supercapacitors can store 100 times more electricity, save 150 times the cost of traditional batteries, and waste batteries
The impact of the stack environment is reduced by a factor of 5, and the charge cycle can be up to 1 million times. The application of graphene supercapacitors in the power lithium battery industry is the future development trend, which together constitute the power system of new energy vehicles.
Anti-corrosion coatings: thermal stability and antibacterial properties have significant advantages
Anti-corrosion coating refers to anti-corrosion coating, which is composed of primer, middle paint and top coat with anti-corrosion function. my country's anti-corrosion coatings market is huge, and the scale is still growing year by year.
Compared with other anti-corrosion coatings, graphene anti-corrosion coatings have more obvious advantages in electrical conductivity, thermal stability, mechanical properties, and antibacterial properties. Due to its good electrical conductivity and sheet-like lap barrier properties, graphene can shield oxygen and corrosive media, reduce the permeability of the anti-corrosion coating, and improve the anti-corrosion performance of the coating. China's anti-corrosion coatings have developed rapidly. In 2019, the total output of anti-corrosion coatings in my country was 5.35 million tons, an increase of 18.4% year-on-year, accounting for 22.2% of the total output of coatings. From 2010 to 2019, the overall supply of anti-corrosion coatings in China showed a rapid growth trend, and only the output in 2018 declined.
Heavy-duty anti-corrosion coatings are one of the four key industries for graphene applications. The application prospects are very broad, and the demand is increasing year by year, driving the demand for graphene to continue to increase. my country's heavy-duty anti-corrosion materials account for 70% of anti-corrosion coatings, and the output growth shows an upward trend year by year. The output in 2019 was 3.74 million tons, an increase of 3.9% year-on-year. In 2017, the heavy-duty anti-corrosion materials reached a maximum of 3.89 million tons, a year-on-year increase of 10.6%, ranking first in the world. Entering 2018, the output of heavy-duty anti-corrosion coatings declined slightly to about 3.52 million tons.
Lithium battery conductive agent: demand support & cost reduction, high growth rate in the industry
The primary function of the lithium battery conductive agent is to improve the electronic conductivity. The conductive agent plays the role of collecting microcurrent between the active materials and between the active material and the current collector, so as to reduce the contact resistance of the electrode, improve the transfer rate of electrons in the lithium battery, and reduce the polarization of the battery. In addition, the conductive agent can also improve the processability of the pole piece and promote the infiltration of the pole piece by the electrolyte, thereby improving the service life of the lithium battery. Commonly used lithium battery conductive agents can be divided into two categories: the first category is traditional conductive agents (such as carbon black, conductive graphite, carbon fiber, etc.), and the second category is new conductive agents (such as carbon nanotubes, graphene and their mixed conductive agents). pulp, etc.).
As a new type of conductive agent, graphene can maximize its role as a conductive agent. This is due to its unique sheet-like structure, and its contact with the active material is point-to-surface contact rather than conventional point-to-point contact, which can reduce the amount of conductive agent and improve the capacity of lithium batteries. Its modification effect is much higher than that of natural stone. ink. However, due to its high cost and disadvantages such as hindering lithium ion transport, it has not been fully industrialized.
my country's lithium battery production is expected to reach 160GWh by the end of 2020, with a compound annual growth rate of about 27%. In 2018, the penetration rate of graphene in lithium batteries reached about 2.5%, and it is expected that the graphene penetration rate will reach about 5% in 2020.
At present, the production cost of graphene conductive agent is relatively high. In 2015, the price of graphene conductive agent was US$230/kg, which was roughly the same as that of carbon nanotube conductive agent, while the price drop of graphene conductive agent far exceeded that of carbon nanotube conductive agent. , is expected to drop to $100/kg in 2020. With the further maturity of the graphene production process, the influx of relevant capital and the strong support of national policies, the graphene conductive agent will break through the cost bottleneck, and the price advantage of the graphene conductive agent will gradually become prominent. While carbon nanotube conductive agents and carbon black conductive agents are not expected to change much in price, and there is little room for cost reduction, compared with graphene conductive agents, the development potential and price potential are huge.
The decline in graphene prices and the rapid growth of lithium battery production and graphene penetration will lead to a rapid growth in the market size of graphene conductive agents. The market size of graphene in the field of conductive agents is expected to reach 13.9 billion yuan in 2020, with a compound annual growth rate of about 64%.
The global power lithium battery has maintained rapid growth in recent years, driving the continuous growth of the lithium battery conductive agent market. According to the latest report released by Adroit Market Research, an international market research institution, from 2018 to 2025, the compound annual growth rate of the global power lithium battery market scale will be close to 14.3%, most of which will come from the Asia-Pacific region. Asia Pacific was the largest automotive battery market in 2019. The research on graphene conductive agent as a conductive agent for future electric vehicle lithium batteries continues to deepen, which also leads to a rapid increase in the power lithium battery industry market during the forecast period.
Flexible Displays: Wearables are Key Market Drivers
Graphene films can be widely used in the field of flexible displays in the future due to their good electrical conductivity, high flexibility, and strong light transmittance. At present, the most used flexible display screen on the market is ITO film (ceramic material indium tin oxide). The production process of this material tends to be mature and the price is low. However, it is no longer conductive after bending, which cannot meet the needs of future flexible displays of mobile devices and wearable devices. Graphene films are considered to be superior to ITO films due to their good conductivity, flexibility, and light transmittance. It is more suitable for the future development trend of flexible displays and is considered to be a perfect substitute for ITO film. In recent years, silver nanowires have also begun to become substitute materials for ITO, but their stability is poor and easy to break, and graphene films are still the most suitable substitutes.
The scale of the domestic graphene film market is gradually expanding, reaching 8 billion yuan in 2019, with a compound annual growth rate of 152%. It is expected that the graphene film market will reach 15 billion yuan by the end of 2020.
The global wearable device market has grown rapidly, reaching US$33.3 billion at the end of 201, with a compound annual growth rate of about 15%. It is expected to reach $42 billion in 2019, a year-on-year increase of 26%. According to the survey, global wearable device shipments have also increased significantly.
The market size of China's wearable device industry will reach 60 billion yuan in 2019, with a compound annual growth rate of about 44%. It is expected that by 2020, it will increase to about 78 billion yuan. Under this influence, graphene films will also lead to substantial growth.
The rapid increase in the market size of wearable devices will greatly increase the market size of graphene films used in flexible displays. Wearable devices require high-level flexible displays, and the global flexible display market revenue is increasing year by year. The application market of graphene films with light transmittance and high flexibility in flexible displays is expected to usher in rapid development. With the continuous expansion of my country's wearable device market, the market size of graphene applications in flexible displays will also lead to a huge increase.
Sensor: Graphene is chemically sensitive and has broad prospects in medicine and other fields
Graphene is a good chemical sensor material. This process is mainly accomplished by the surface-infrared beam-excited plasmonic adsorption properties of graphene, and the sensitivity of graphene chemical detectors is very high. The unique two-dimensional structure of graphene makes it very sensitive to the surrounding environment. Graphene is an ideal material for electrochemical biosensors, and sensors made of graphene have good sensitivity in medicine.
The domestic market size of graphene sensors reached 200 million yuan in 2019, with a compound annual growth rate of about 71%. It is estimated that by 2020, the domestic market size of graphene sensors will be about 400 million yuan, a tenfold expansion.
With the increasing demand for graphene sensors in the market of traditional Chinese medicine, chemistry and wearable devices, and the gradual decline in the production cost of graphene films, graphene sensors will be more and more used in the market, with huge development potential .
Domestic and foreign industries are in their infancy, waiting for large-scale downstream applications
Global industrialization is in its infancy, with broad space for future development
The global graphene industry is still in the initial stage of industrialization. The market is dominated by graphene powder and graphene film. Although there are still some difficulties in large-scale production, there is a broad space for future development. From the perspective of market size, since 2014, the global graphene market has grown rapidly. In 2019, the global graphene market size is about 110 million US dollars, and it is expected to reach 2.1 billion US dollars in 2025. Graphene compound annual growth rate from 2020 to 2025 It will reach 40%, especially in the markets of heat dissipation materials, new energy batteries, flexible displays and composite materials.
Graphene has great potential due to its excellent material properties. The graphene industry is on the eve of large-scale industrialization, and countries around the world have attached great importance to graphene. More than 80 countries around the world have invested in the research and development and production of graphene, especially some developed countries focus on the research and development of downstream applications of graphene. For example, the United States, Europe, Japan, South Korea and other regions have intensively released policies and invested a lot of money to support the research and development and industrial application of graphene-related products, and have made strategic deployments to promote the development of the graphene industry.
European and American companies occupy key links in the global graphene industry chain. European and American companies maintain a leading edge in graphene preparation technology, composite materials, core electronic components and other application products, while the Asian graphene application market has a brighter prospect. Not only that, IBM, Intel, Dow Chemical, Samsung and other internationally renowned multinational companies have taken graphene and its application technology as a long-term strategic development direction, and a large number of institutions and enterprises specializing in graphene research and development, production and application have emerged. .
The domestic industrial chain is initially taking shape, and the domestic field is dominated by new energy
my country's graphene industry has broad prospects and the industry scale continues to grow. At the same time, the Chinese government attaches great importance to the development of the graphene industry, and has included graphene in 165 major projects in my country's "Thirteenth Five-Year Plan".
China's graphene industry is in the market introduction period, the products are not yet mature, the industry profit margin is low, but the market growth rate is high. It is expected that with the continuous breakthrough of graphene preparation technology and the continuous maturity of downstream applications, the application development and market scale expansion of graphene will be further promoted and promoted. my country's graphene industry chain has been initially opened in recent years, the upstream and downstream chains have been gradually improved, the upstream graphite mine development technology has been continuously innovated, the midstream graphite preparation method has been continuously improved, and the downstream application field research and development has continued to expand. It is precisely due to the continuous development of the industrial chain that the scale of my country's graphene market has continued to grow rapidly. As the "king of new materials", graphene still has defects in the current large-scale preparation methods, and the downstream application fields have not been fully developed, so it still retains great development potential.
At present, my country has formed the three major aggregation areas of Beijing-Tianjin-Hebei-Shandong, the Yangtze River Delta and the Pearl River Delta, and the graphene industry pattern of distributed development in many places. From the perspective of the overall graphene industry chain layout, the midstream field: Since 2018, the production scale of graphene powder and film in my country has been further expanded, the trend of graphene industrialization has become increasingly strong, and several graphene industry innovation centers have begun to be established, such as Changzhou Sixth Element, Qingdao Haoxin, Ningbo Mexi and many other companies have already owned domestic leading graphene powder production lines; Changsha Nuanyu New Material Technology Co., Ltd. has started construction of a graphene film production line with an annual output of 1 million square meters. After completion, it will become the second largest graphene film production line in China. Various graphene preparation technologies in various places continue to make breakthroughs and innovations, and the industrialization of downstream applications is gradually expanding.
China's graphene industrialization is developing rapidly. There are now more than 10 listed companies with graphene-related research and production business. At present, the main research areas focus on graphene conductive agents, flexible displays, and thermal conductive materials. The ability to produce graphene films and powders at scale.
Inventory of related listed companies:
The company's main products include polyvinyl chloride resin (PVC), ionic membrane caustic soda, hydrochloric acid, viscose fiber and spinning, and it is one of the largest chlor-alkali chemical enterprises in the country. The company acquired Xiamen Kaina Graphene Technology Co., Ltd. in 2013 and began to enter the graphene industry. The company mainly researches and develops graphene powder production and application technology, focusing on the combined application of graphene and PVC products. Xiamen Kaina is the first high-tech enterprise in China to research and develop graphene. It mainly uses mechanical peeling process to produce graphene products. At present, it has developed the sixth-generation technology for producing graphene powder, realizing environmental protection, low cost and large-scale mass production. High-quality graphene solves the problem of high production cost of graphene powder. A series of mature application products such as lithium battery conductive agent, carbon-plastic alloy, graphene radiator and graphene composite material have been launched.
The company is mainly responsible for new energy, nano new materials and coal mining applications. The company masters the abundant resources of graphite upstream of graphene. At the same time, in 2018, in cooperation with Beijing Graphene Research Institute Co., Ltd. and Qitaihe Municipal Government, the "Bao Tailong New Materials Co., Ltd. Beijing Technology Research and Development Center" was established, focusing on graphene research Conducting technology and development, and actively expanding graphene downstream products and midstream preparation.
The company is a leading supplier of ceramic products in China, mainly producing ceramic ink, full-polished printing glaze and basic glaze. Since 2016, the company has entered the graphene conductive material industry and acquired a 55% stake in Qingdao Haoxin, which is a leading supplier of graphene conductive agents in China. Graphene conductive agent products are mainly supplied to BYD and Guoxuan Hi-Tech. At the same time, Qingdao Haoxin has technical cooperation with domestic and foreign scientists and technology research and development teams, and has strong technical strength.
The company is a domestic enterprise specializing in graphene R&D and production. Its main business is downstream applications such as large-area graphene transparent conductive films and graphene capacitive touch modules, which have been listed on the New Third Board. Since 2018, the company has begun to expand the research and development of graphene-related products, such as graphene electric heating products, wear, physical therapy, clothing, etc.
The company is an enterprise with the large-scale production capacity of graphene powder and graphene film. It is mainly engaged in the R&D and production of graphene powder, graphene film and other new carbon materials. It has been listed on the New Third Board. The company's main research and development downstream applications are in the fields of graphene powder anti-corrosion coatings and composite materials such as heat dissipation films, as well as in the fields of flexible display, sensors and flexible heating of graphene films.
The company is the largest manufacturer of liquid crystal glass substrates in China and the world's leading supplier of optoelectronic display materials. The company's graphene industry mainly adopts the "endogenous + epitaxial" two-wheel drive model. Since 2014, the company has carried out technical cooperation and exchanges with a number of domestic and foreign universities and scientific research institutions, advanced in the field of graphene films, and later acquired Shanghai Carbon Source Huigu, dedicated to the development and application of graphene powder. In 2016 The graphene-based lithium battery "King" was released. In addition to the field of graphene lithium batteries, the company has industrialized a number of products since 2017, such as graphene LED lighting, graphene electric heating direction, graphene electric heating and graphene heating floor, etc., and also won the first batch of overseas graphite Orders for olefin application products and successfully entered the international market. (Information source: Sincerity of Chemical Industry)
The above article comes from the city of chemical industry
Reprinted from the public number: Graphite Alliance
*Disclaimer: The above content is compiled from the Internet, does not represent our views and positions, and is only for exchange and learning purposes. If you have any questions or objections, please leave a message to contact us