Graphene is a new material, which is known as the "king of materials" and is the only new material in nature so far with the thinnest thickness, highest hardness and best thermal and electrical conductivity.
Graphene has excellent optical, electrical and mechanical properties, and has important application prospects in materials science, micro-nano processing, energy, biomedicine and drug delivery, and is considered to be a revolutionary material in the future.
At present, graphene has been promoted and tried in many fields such as smart wear, new energy batteries, and electronic components.
My Yadi EV battery life expired last November. A group of graphene batteries is 100 yuan more expensive than the average one, and salespeople say this battery is a mainstream product, fast, durable and replaced within two years. For this, and the price is 100 yuan more expensive, finally chose a graphene battery. In fact, the riding speed and durability feel no different from ordinary batteries, whether it is cut leeks Everyone told me in the comment area.
According to China Science News, Andre Geim and colleagues at the University of Manchester in the United Kingdom found that graphene has unprecedented magnetoresistance at room temperature.
In this experiment, graphene was more magnetoresistive at room temperature than any other material previously tested, such as graphite and bismuth.
In recent years, graphene has received more and more attention from the state, and the relevant policies are as follows:
Source: China Business Industry Research Institute
In November 2021, the Graphene Alliance released the "Ten-year Review of the Development of Graphene New Materials Industry at Home and Abroad", the marketization of graphene is gradually unfolding, and the relevant market size is expected to reach 100 billion yuan in 2027.
Graphene-related listed companies: Fangda Carbon, Zhongke Electric, West China Energy, Carbon Element Technology, Veike Technology, etc.
1. Fangda Carbon (stock code: 600516)
Financial Data (2018-2022):
P/E ratio: 38.42 times.
Gross margin: 75.1%-25.88% in the past five years, decreasing.
Earnings per share: 2.15-0.22 in the past five years, decreasing.
Return on equity: 44.07%-5.53% in the past five years.
Operating income: increased and decreased in the past five years.
Net profit: increased and decreased in the past five years.
2. Zhongke Electric (stock code: 300035)
Financial data (2017-2021):
P/E ratio: 21.38 times.
Gross profit margin: 37.7%-28.61% in the past five years.
Earnings per share: 0.09-0.57 in the last five years.
Return on equity: 4.37%-16.13% in the past five years.
Operating income: increasing year by year in the past five years.
Net profit: increasing year by year in the past five years, and a big increase in 2021.
3. Whether it is the long-term trend of the stock price or the financial data, Zhongke Electric is better than Fangda Carbon. Both companies' share prices have undergone significant corrections in recent years.
In summary, graphene, as a revolutionary new material, ushered in a new breakthrough. It is applied in multiple fields and is more and more valued by the state. However, the industry has a certain cyclicality, and we can pay attention to whether the performance of relevant listed companies in the later period can continue to benefit from the development of policies and industries.
Finally, I still want to tip: the stock market is risky, you need to be cautious when entering the market, the above is only a personal view, for your reference.
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