Graphene battery industrialization prospects are wide

Graphene is widely used in the field of batteries. There are three major industrialization directions: 1) Positive and negative conductive additives, which can increase the charging speed. 2) Graphene composite electrode materials, such as silicon-carbon composite anode materials, can increase battery capacity. 3) Graphene functional coating to reduce battery internal resistance and improve battery life. If it can effectively improve the power battery capacity and achieve fast charging, it will directly hit the two major pain points of current consumer electronics and new energy vehicle batteries. From this perspective, we believe that the power battery may be an opportunity for the true explosive application of graphene. Graphene has a large market space in the battery field, which not only directly affects the pain point of large-scale promotion of power batteries in the field of lithium batteries, but also has significant significance for industrial upgrading in the field of lead-acid batteries. At present, the marketability of graphene conductive agents is unique. We are very optimistic about the multi-point flowering in other directions. We believe that the prelude to the marketization of graphene batteries has already started, and it is about to enter a full-scale outbreak. (Through Flush (68.420, 1.39, 2.07%))

The prospect of industrialization of graphene batteries is wide, and as of now, concept stocks have strengthened. Concerns: Bao Tailong (6.430, 0.37, 6.11%) (601011), Dongxu Optoelectronics (12.990, 0.02, 0.15%) (000413), Dow Technology (49.560, 0.73, 1.49%) (300409), Fangda Carbon Dafu Technology (28.470, 0.57, 2.04%) (300134).