Abstract China's graphite resources will be exhausted in 20 years? Recently, it has been reported that indiscriminate mining will lead to graphite becoming the next rare earth. China will change from a large graphite country to a graphite-poor country, causing a lot of vibration in the industry. So, will graphite resources really dry up? What are the graphite resources?
China's graphite resources will be exhausted in 20 years? Recently, it has been reported that indiscriminate mining will lead to graphite becoming the next rare earth. China will change from a large graphite country to a graphite-poor country, causing a lot of vibration in the industry. So, will graphite resources really dry up? What kind of investment value does graphite resources have? With such questions, the China Business Times reporter interviewed Lin Boqiang, director of the China Energy Economic Research Center of Xiamen University, and some insiders. On the day of technological breakthrough, when was the time of bad luck?
An analysis report from Heilongjiang Province shows that there are about a thousand graphite enterprises in China. The phenomenon of indiscriminate mining of graphite resources, mining and abandonment of poverty, extensive management, and low management level are common, and mining and processing are disordered. According to the current mining method and speed, up to 20 years, the proven graphite resources in China will be exhausted. At that time, China will import graphite from foreign countries at a high price, and the graphite country will become a graphite poor country. At the same time, more chaos has also occurred in the sales field. As most of the raw materials are sold, the market order is chaotic, and mutual bidding has become the norm, resulting in the loss of resources at a low price overseas.
Zhang Bin, chairman of the China Graphite Industry Association and chairman of Inner Mongolia Rixin Group, also expressed concern about the status quo of China's graphite industry. He said: "If the Chinese graphite industry takes the low-end route again, I am afraid that even the qualifications for hard work will be Nothing!†He believes that the importance of graphite for industrial development is more than that of rare earths. At the national level, more attention should be paid to the transformation and upgrading of this industry.
Since the industry has generally expressed concern, will graphite really become the next rare earth? How to protect graphite resources from over-exploitation? Lin Boqiang answered the question of the China Business Times: "At present, this problem is not serious enough. Because the current separation of graphene from graphite is still facing the technical bottleneck in technology and process: graphene is very thin as attached to graphite. The layer of silk needs to be manually stripped by manpower. It is still necessary to make breakthroughs in technological innovation and process to achieve large-scale mechanized separation to meet the needs of commercial development. It takes nearly ten years to achieve innovation and breakthrough. So for now, large-scale commercial development and utilization is not yet possible."
“When a breakthrough is achieved, its commercial development is bound to increase substantially. If it is not planned and protected in advance, the predatory indiscriminate mining will be more serious. Therefore, as a non-renewable resource, it must be protected in advance to avoid being like a rare earth. Doom." Lin Boqiang stressed.
In addition, to ensure the healthy and sustainable development of the graphite industry, the state also needs to learn from the management model of rare earth resources, regulate the graphite production capacity from the whole country, encourage scientific and technological research and development, and plan the development of the graphite industry. Relevant departments should increase support for the graphite industry and plan the graphite industry in a coordinated manner. The protective development of graphite resources is an urgent task.
The reporter consulted the official website of China Graphite Industry Association. The article published on the website titled “The beginning of the graphene industry: the prospects are bright and the road is very long†confirms Lin Boqiang’s point of view to a certain extent. According to the article, China's graphite ore reserves account for 75% of the world's total reserves, and production accounts for 72% of the world's total production. Although there are abundant graphite resources, in terms of the domestic market, there is still a considerable distance between the use of graphene in production.
The use of graphene in foreign countries is relatively mature, and the application range and quantitative capacity are not obvious in China. However, in terms of new technology research and development, China is relatively lacking. In the promotion of top technology application, it is difficult to obtain the convenience of graphene technology transfer in China. However, from the perspective of the potential of the demand market, graphene will gradually expand in application. From the perspective of the research and development capabilities of listed companies, the trend of mass production of graphene will not change. From the concept to the mass production road is still very long, and no company has successfully produced graphene from the announcement of related graphene released by listed companies. Experts say that graphene needs 5-10 years from R&D to application in the domestic market, and it takes longer to reach the mature industry scale. The mass production of the domestic graphene industry is still in the stage of exploration. Except for the experimental use of research institutes, most of the enterprises are in the stage of small test or pilot test.
Investment highlights frequently
As for the investment value of graphite and graphene in the future? What related sectors and areas will be driven? Lin Boqiang believes that this depends on whether the graphene stripping technology and process can be broken in the future, to what extent, whether the development cost can be reduced, whether the demand can rise, and the extent to which the scope of application is broadened to determine its value. As for the future trend of graphite prices? Many aspects are still unknown.
As far as the graphene concept stocks sector is concerned, although the news that “the domestically proven graphite resources will be exhausted†has been spurred against the trend, it has generally declined. Among them, Fangda Carbon fell 1.34% on June 24 and continued to fall 2.54% on the 25th. Jinlu Group fell 2.13% on the 24th and continued to fall 1.37% on the 25th. The gorgeous family fell 1.69% on the 24th and continued to fall 1.95% on the 25th. Despite this, graphene, with its near-perfect performance, extensive and inexpensive raw material sources, and superior comprehensive performance, is expected to revolutionize the electronics and information industries around the world, and is bound to bring about tremendous innovation in the future of human intelligent life. Therefore, investors should pay attention to the performance of the sector in the A-share market and find valuable investment opportunities.
Although China ranks among the best in the world according to the proven reserves, China is in the primary raw material processing stage in the world graphite industry chain. A large number of high value-added graphite products still rely on imports, which makes many people regard graphite as the next one. Rare earth. However, the development enthusiasm of the city and county governments is far greater than that of the provincial management departments. In addition, the importance of graphite has not yet risen to the national level. Graphite may not be able to obtain the same value as rare earth in the short term.
At present, there is no listed company in China that produces graphene. Only a few companies that produce carbon fiber products are developing graphene products. Currently, there is no large-scale production capacity. However, due to the good prospects of the graphene concept, some stocks are still worthy of advance layout.
Fangda Carbon announced a fixed plan in August this year, and plans to issue no more than about 230 million A shares, raising no more than about 2.82 billion yuan for 30,000 tons/year of special graphite manufacturing and processing projects and 100,000 tons. / Year oil is needle coke engineering. Among them, the special graphite project is planned to invest about 1.796 billion yuan, and the oil needle needle coke project is planned to invest about 1.02 billion yuan. In this regard, Huatai United Securities pointed out that 100,000 tons of needle coke capacity companies can fully digest their internal needs. High-quality needle coke is the main raw material for ultra-high power graphite electrodes. At present, China still relies mainly on imports, which is not only costly but also unstable in supply. The 30,000 tons/year special graphite project will be the biggest attraction for the company's future performance growth.
The Golden Road Group turned into a graphene concept stock because of an agreement reached with the Institute of Metals of the Chinese Academy of Sciences in June this year, the two sides decided to cooperate in the development and industrialization of graphene. Analysts pointed out that in all graphene concept stocks, Jinlu Group's plates are moderate and relatively easy to pull up. The company's joint efforts with the Chinese Academy of Sciences, the highest research institution in graphene, is the biggest highlight of the hype.
As far as price movements are concerned, graphite has become "fired". According to the data, the price of domestic graphite fine powder has nearly tripled since the end of 2010. As prices have risen, the widespread use of graphite from pencil leads to nuclear reactors has become increasingly recognized. With the gradual improvement of the national new energy and new materials policy, graphite is regarded by the market as a stepping stone to become a national strategic resource.
One minute charging material has a bright future
In addition, Lin Boqiang also recommended investors to pay attention to the future investment value of graphene as a new energy and new materials. The researchers found that graphene can react unusually to light, and at room temperature and under normal light, hot carrier effects can occur and current can be generated. This discovery not only adds magical properties to graphene, but also makes it possible to play a role in applications such as solar cells, night vision systems, astronomical telescopes and semiconductor sensors. The latest graphene technology in the United States has shortened the charging time to less than 1 minute in the laboratory, but it still takes a long time to successfully apply it to the industrialization field, at least 5 to 10 years.
The development of graphene industry in China has its own characteristics. It is different from the conductive, thermal conduction and preparation methods of graphene in Europe and America. Most of the research on graphene in China is concentrated in the fields of composite materials and materials preparation. The related patent technology can be seen. From the industrial structure, domestic related enterprises and research institutions are basically in the stage of scientific research and pilot test, and have not yet formed the capacity for scale production, and there is still a considerable distance from the real industrialization.
For the future development of graphene, Lin Boqiang said that with the technical research and industrial development, graphene itself has high conductivity, high strength, high toughness, high specific surface and other characteristics, which will enable it to be applied in the domestic and foreign markets, especially Electronics, new materials, aerospace military and other fields play an important and even revolutionary role. The market application prospects are very broad and there is huge room for future development. For the one-minute charging technology that has been developed so far, in the long run, “one-minute charging technology†is disruptive for the graphene industry and battery manufacturers, and it will be difficult to estimate the existing industry technology and competitive situation. Impact. However, at present it is only a technological breakthrough, and there is still a considerable distance from industrialization. Therefore, in the short to medium term, there is no substantial impact other than a good imagination.
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