Graphene welcome four changes in the field of 10 shares to lift the tidal limit
It is reported that the 2014 graphene industry development and Application Forum, sponsored by the national new material industry development strategy alliance, will be held in Wuxi in from July 17th to 18th. The research and development, technological innovation, manufacturing, processing and application, market trend and product development trend of graphene at home and abroad are mainly discussed.
At present, the prospects for the application of graphene are bright in the fields of electronic materials, heat dissipation materials, environmental monitoring and biomedicine. Sure, in the field of electronic materials mainly has three aspects: one is used as electrode material, graphene anode material is excellent; the two is as a substitute for silicon chip material; three graphene can be used to make flexible electrode, and used in the production of touch panel, OLED panel, solar cell transparent conductive film.
Heat dissipation materials: the thermal conductivity of graphene (5300W/m.k) is 3.5 times that of graphite in common heat dissipating materials and nearly 14 times as much as copper. Graphene is expected to replace graphite to solve the heat dissipation bottlenecks of smartphones and computers and to accelerate the improvement of its overall performance.
Environmental monitoring field: functionalized graphene and graphene composites have shown great potential for application in filtration and adsorption of pollutants.
In the field of biomedicine, scientists have found that graphene has wide application prospects in stem cell engineering, cell imaging, drug delivery, tumor therapy and other biological nanotechnology.
Due to the characteristics of high conductivity, high strength, high toughness and super large specific surface area, graphene is regarded as a new material in the new industry. At present, the importance of graphene in the world has been increasing year by year. For example, the National Natural Science Foundation of China funded about 200 related projects from 2006 to 2011, including graphene based materials, super capacitor application projects and so on. In January 2013, the EU selected the graphene research project as one of the first batch of technical flagship projects. The project runs for 10 years, with a total investment of 1 billion euros. In 2012, China's "new material industry" in the 12th Five-Year "development plan" proposed to actively develop new materials such as graphene.
It is worth noting that industry experts generally expect to be the first year of commercialization of graphene in 2015. Globally, graphene research and development leader is still Samsung, IBM and other enterprises. Domestic research institutes have made some achievements in academic research, but commercialization is still lacking. In terms of commercialization, graphene is relatively mature in touch screen instead of ITO target and supercapacitor instead of common graphite. It is most likely to take the lead in commercialization in 2015.
South wind chemical industry: the decline in gross interest rate significantly dragged the company's net profit performance
The company is mainly engaged in the production and sales of daily necessities and sodium sulfate, sodium sulfate and daily chemical products in 2008 revenue accounted for 57% and 27%.
Vico essence: textile export pressure, to accelerate the textile brand
The earnings per share of the company are expected to be 0.1 yuan, 0.08 yuan and 0.09 yuan per share in 2012, respectively, in -2014. The high growth performance of the company in 2011 mainly from the real estate business, the current real estate business is not only a part of trading settlement, 2012 contribution income is only 75 million yuan (the same period last year amounted to 1 billion 230 million yuan), in addition, the company has no land reserves, the real estate business is not persistent. The company's textile business has less contribution to the company's profit because of its low gross profit margin, but the home textile brand channel construction is slow. It needs to be strengthened in product development and design, and it is short term to be effective. Therefore, the company's neutral rating is temporarily given, and the target price is 7.18 yuan in 6 months.
Bo Yun new material: aircraft into the European market holdings
The second half of the company's development is very important: the release of 1. production capacity in the second half of the year will break the company's capacity bottleneck. The company's brake pad and high performance die material technology transformation project is expected to be successfully put into operation in the second half of the year, which will break the company's current capacity bottlenecks and boost the company's revenue growth. 2., since winning the bid together with Honeywell company in July last year to get the sole supplier of C919's large aircraft wheel and brake system, it has been working closely with them to actively promote the establishment of the joint venture company. If the joint success will help the company gradually enter the European and American aircraft market, open new space for the growth of the company.