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Carbon materials conference Graphene is expected to be back to attention

2016-09-14

 

Graphene innovation conference 2016, China international advanced carbon materials exposition will open. Analysts believe that domestic high-performance carbon materials are into the golden development, watch the graphene theme of the third quarter.


Event-driven: carbon materials exposition

2016 China international advanced carbon materials application fair will be on September 22, 2016-24, was held in Qingdao international convention center, there have been hundreds of enterprises to determine participation, including east lumena electric (000413), tyrone and a number of listed companies in (601011). In the same period, 2016 will be held the third China international conference on innovation of graphene, the conference aims to lead a global graphene industrialization to promote development platform, promote the establishment of the international graphene industry standard.


2016 China international fair is the most authoritative international advanced carbon materials application of carbon materials and application of graphene materials exposition, known as "the world's advanced carbon materials and graphene application industry barometer".


By the China international fair graphene industry technology innovation strategic alliance, Qingdao national hi-tech development zone management committee, Beijing modern HuaQing materials science and technology development center, Qingdao international graphene innovation center, zhongguancun (000931) HuaQing graphene industry technology innovation alliance, the Shanghai international ene to undertake graphene science and technology co., LTD.


It is understood that the exhibition covers an area of about 10000 square meters, exhibits range of graphite materials, carbon material application products, carbon material preparation equipment and analytical testing instrument, the scientific research fruits area, dedicated to new product launches, etc.


Conference has attracted including IIT, STANDARDGRAPHENE, GPNT, PHANTOMSFOUNDATION, Avan - zare, GRAFOLD, Anson, ICN2, east lumena car in an electric, popular science and technology, China (601766), hon, high science and technology, the sixth element, China ink ene, JHF technology, nanjing corfu, holy spring group, treasure tyrone, HaoXin technology, VERDER, constant force shengtai, THERMOFISHER, eph Luke and other advanced carbon materials at home and abroad enterprises exhibitors.


Industry trends: graphene carbon materials into much starker choices-and graver consequences-in gold period

In recent years, the research and application progress of graphene materials caused widespread concern. Graphene have good conductive heat conductivity, light permeability, antimicrobial properties, and great specific surface area, in terms of energy storage, electrochemical analysis showed a good application prospect. At present, the part in view of the rapid development of industry of graphene measures have been introduced, graphene is expected to achieve rapid development during much starker choices-and graver consequences-in.


Since 2011 the graphene powders costs have fallen by 90%. Shen wan hongyuan Vivian hsu (000166) analysts believe that graphene application scenario is numerous, different application technology threshold difference is bigger, the pace of industrialization of inconsistent with each other, combined with current market developments and technical difficulties of consideration, determine graphene in the composite materials, and lithium ion battery anode materials electronic touch screen will be the most promising to realize industrialization. Its conservative estimates that graphene market scale will increase from 2014 in 29 million to 2014 in 1.567 billion, an average annual compound growth rate as high as 95%, composite areas and touch screen will be the fastest growing segment of the market.


From the point of industry fundamentals, graphene already broke through the bottleneck of preparation, powder and thin film materials two niche has emerged a group of outstanding enterprises. Graphene approaches applied in development of innovation as the breakthrough point to promote the traditional industry upgrade to high performance materials, consumer electronics, lithium-ion batteries, supercapacitors, rubber, paint and other industry segment appear some advantage enterprises by adding graphene material improved traditional product performance, and to set up trade barriers, promote the change of the industry reshuffle and industry forward. At present, China's involvement in graphene industry enterprise, which has more than 100, and in changzhou, wuxi, Qingdao, shenzhen and other places to form industrial cluster, money has been more than tens of billions.


Carbon fiber is a new material, dual-use also widely used in military, belongs to the technology, the key to the capital intensive materials. At present, 15% of the world's carbon fiber demand will continue to maintain growth, as a decline in the cost of molding technology progress and make carbon fiber application range widening. Shen wan hongyuan respectively to various fields of carbon fiber in the downstream demand, then estimated by 2013 to 2020, the overall demand of carbon fiber, the average annual compound growth rate will reach 17%.


From the Angle of industry chain, foreign monopoly carbon fiber market and relatively has the advantage of a full range of domestic enterprises, the pattern in the short term it is difficult to be reversed. Carbon fiber production technical barriers is high, is the core of the whole industrial chain link, do not have independent production capacity is easy to "others". Carbon fiber composite materials market space wider (global carbon market space $2013 in 1.7 billion, carbon fiber composite materials market space close to $15 billion), at the same time, the high dispersion of the downstream application determines the possibility of leading enterprises in monopoly is greatly reduced, Toray carbon fiber composite materials market in 2013, accounts for less than 8%.

Carbon fiber composite material is mainly used for aerospace original market and high-end industrial market, forming method is given priority to with autoclave molding, a longer production cycle. Medium to long term, the price of the carbon fiber is expected to fall to $10 per kg, within the current large tow carbon fiber lowest price per kilogram of $13, 2014, the average price is 37 $/ kg. Foreign dependence on domestic markets, 2014 more than 80%, the space of the import substitution is very promising.


Investment opportunities: graphene + carbon fiber

"2016 domestic graphene innovation conference will be held on September 22-24, in Qingdao, from the point of history, in graphene innovation conference held in that month, graphene theme has good performance." Everbright securities (601788), an analyst at jiang on graphene theme of the third quarter, recommend del (002631) in the future.


Shen wan hongyuan Vivian hsu xu, an analyst at investment targets recommended in business performance, graphene business into commercial application possibility of the company. Key recommendation zhongtai chemical (002092), del future, dow technology (300409), Kant's new (002450), east lumena electricity.


Citic securities (600030), an analyst at nimo believe that graphene in electricity, heat, light, power and other multidimensional has unmatched by other materials are very high performance, with the continuous development of the downstream end of various kinds of application, graphene is expected to be one of the most explosive new material, on the whole industry chain sustainable development ability, for the first time to give a "neutral" rating. Prompt attention related production equipment manufacturing enterprises, it is suggested that attention del future; Have the ability to develop strong downstream application or enterprise has formed in the field of a certain advantage, advice to focus on China and Thailand (600503), dow chemical, luxuriant family technology, treasure tyrone, etc.,


and three board enterprise two-dimensional carbon, the sixth element; With a unique process to have better cost advantage of powder, film production enterprises.


"As a kind of advanced dual-use high performance fiber, carbon fiber in the future in the aerospace, ship equipment, general industrial, medical, sports and other fields will be more widely used. At the same time, carbon fiber also represents our country traditional materials to the transformation and upgrading of the important direction in the field of new materials, the future is expected to receive support from the government level more industrial supporting." Vivian hsu is currently considered to low cost manufacturing technology of carbon fiber industry development is the most important trends,


it also will promote the popularization and application of carbon fiber in cost sensitive industry. Cost down depends on two ways: it is to reduce the cost of raw material of carbon fiber; Composites forming the second is to decrease the manufacturing cost, while the latter effect is more significant. Basic dependence on imports, domestic carbon fiber development potential is huge, its bet on the domestic company or composite has vertically integrated production capacity, the company, emphatically recommended chu river new material (002171), China national aviation tech center (600862), new.

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