Graphene ushered in a catalyst. The 2017 China International Graphene Innovation Conference will open on September 24. At the meeting, the English version of the "2017 Global Graphene Industry Research Report" will be officially released to the world. Analysts believe that this will become another heavyweight catalyst for the continued performance of the graphene sector. In the secondary market, data showed that the graphene index rose 0.6% yesterday.

The 2017 China International Graphene Innovation Conference will be held in Nanjing from September 24-26, with the theme of "Global Cooperation and Division of Labor". By then, there will be more than 3,000 people including leaders of graphene institutions in various countries, the world's top graphene experts, industry-related organizers and representatives of key enterprises. At the same time, the conference will also hold the 2017 China International Graphene Materials Application Expo and a hundred achievements exhibition activities.

At this press conference, the English version of the "2017 Global Graphene Industry Research Report" compiled by the Industrial Research Center of China's Graphene Industry Technology Innovation Strategic Alliance was officially released to the world. The "Report" predicts that the global graphene application market will reach 100 billion yuan in 2020, and China will occupy a dominant position in the global graphene market.

At present, the graphene industry has passed the preparation and research and development stage and entered the application research and development period. The academic community pays attention to graphene mainly by its properties, while the industry community pays attention to its cost performance. Haitong Securities believes that the current industrialization of graphene includes two paths, one is mass production of graphene raw materials, and the other is large-scale investment in application fields. At present, the graphene industry has basically passed the research and development stage of preparation, and there is no problem with the performance of the raw materials.

The downstream products of graphene mainly have three aspects. The powder is mostly used in the energy field, and the film is mostly used in clothing and electronic product equipment. The application in the powder field is generally low cost-effective, and there are other mature alternative products. In terms of apparel, graphene apparel is currently positioned as a high-end product. Whether it can be promoted in the market and whether people recognize its higher added value requires time to test; while in the electronics field, the timing of the outbreak of flexible display is currently determined, and in the short term Marketization is unlikely. In terms of thermal conductivity film, high thermal conductivity graphite film is currently very mature, and the qualification rate of graphene thermal conductivity film needs to be improved.

The industrialization of graphene started early in our country and developed rapidly, ranking it among the world’s forefront. With the promulgation of the policy to focus on the development of graphene in the "Made in China 2025" and the "Thirteenth Five-Year Plan for Science and Technology Innovation in the Material Field", the industrialization of graphene has further ushered in an investment boom.

"Faced with the problem of the graphene industry being overwhelmed by the illusion, the key is to eliminate the false and keep the truth, and to discover the graphene companies that truly invest and do practical things." Tianfeng Securities believes that in the many downstream applications of graphene powder, graphene lithium batteries are conductive. Relying on the advantages of huge market size, simple replacement of the existing system, and low comprehensive cost, it is expected to take the lead in becoming a breakthrough point in the downstream application of graphene. It is possible to lay out high-quality graphene standards in advance. It is recommended to pay attention to Dow Technology and Dongxu Optoelectronics.