| 上证指数 | 深证成指 | 北证5C | | --- | --- | --- | | 3834.89 | 12538.07 | 1377.3 | | -96.16 -2.45% -442.75 -3.41% -68.14 -4 | | | | 科创20 | 创业板指 | 万得全/ | | 1285.83 | 2920.08 | 6030.5 | | -42.36 -3.19% -122.26 -4.02% -197.38 -3 | | | | 沪深300 | 中证500 | 中证A5( | | 4453.61 | 6817.41 | 5325.9 | | -111.34 -2.44% -244.54 -3.46% -149.56 -2 | | | | 中证1000 | 中证2000 | 中证红和 | | 7067.70 | 2944.56 | 5554.5 | | -272.71 -3.72% -122.21 -3.99% -101.52 -1 | | | 隔夜美股及亚太股市集体下挫，A股三大指数今日大跌，截至收盘，沪指跌2.45%报3834点，深证成指跌3.41%，创业板指跌4.02%，北证50指数跌4 ...

"我们欣喜地看到，在这场关乎未来的全球科技竞争中，中国石墨烯人勇立潮头，奋发有为，已经走在 了世界前列。"一位石墨烯专家对21世纪经济报道记者指出，中国拥有全球规模最庞大、体系最完整的 石墨烯研发和产业化大军，在国际舞台上举足轻重。 根据工信部发布的《重点新材料首批次应用示范指导目录（2024年版）》，石墨烯散热材料、涂布法制 备石墨烯电热膜、石墨烯导热复合材料、石墨烯改性发泡材料、石墨烯改性润滑材料、石墨烯防爆电伴 热膜材料等名列其中。近些年来，中国石墨烯产业规模日渐扩大。业内数据显示，目前，我国在石墨烯 领域的专利申请数量达28万件，占全球总申请量的80%以上。截至2024年底，中国石墨烯材料产能超过 1.5万吨/年，约占全球的53%，成为全球最大的石墨烯原材料生产制造基地。 21世纪经济报道记者曹恩惠 温州报道 《中共中央关于制定国民经济和社会发展第十五个五年规划的建议》指出，要培育壮大新兴产业和未来 产业。 素有"新材料之王"之称的石墨烯有望在"十五五"时期迎来进一步发展。 在近日召开的2025（第十二届）中国国际石墨烯创新大会上，业内专家表示，全球石墨烯应用市场规模 持续增长，中国石墨烯产业也呈现出 ...

Core Insights - The global graphene industry is entering an application breakthrough phase, with China leading the way as a key player in the market [1][2] - The graphene industry in China is experiencing rapid growth, with significant advancements in patents, production capacity, and market size [1] Industry Overview - Major countries are accelerating their efforts in the graphene sector, positioning it as a critical frontier material [1] - China holds over 80% of global graphene patent applications, with approximately 280,000 patents filed [1] - By the end of 2024, China's graphene production capacity is expected to exceed 15,000 tons per year, accounting for about 53% of global capacity [1] Market Projections - The global graphene application market is projected to approach 60 billion yuan in 2024, with expectations to surpass 300 billion yuan by 2030, reflecting a compound annual growth rate (CAGR) of over 30% [1] - In 2024, China's share of the global graphene application market is anticipated to exceed 60% [1] Industry Chain Development - China has established an initial graphene industry chain, covering raw materials, application materials, functional devices, and end-use sectors [2] - The application of graphene is expanding in various industrial fields, enhancing its role in traditional industries and strategic emerging sectors [2] Case Study - The case of Zhengtai Group illustrates advancements in graphene composite materials, showcasing breakthroughs in key technologies and industrial applications [2] - The company has successfully transitioned products from laboratory samples to production line products, demonstrating industrialization capabilities [2] Future Outlook - Graphene is expected to drive innovation in various sectors, including semiconductor chips, carbon fibers, artificial intelligence, and biomedicine [2]

Core Insights - The 2025 China International Graphene Innovation Conference highlighted the global development trends in the graphene industry and China's leading position in this field [1][2] - Graphene is recognized as a key frontier material, with significant investments and policy support from countries like the EU, the US, South Korea, and Japan, driving the industry into an application-focused phase [1][2] Industry Overview - China's graphene industry is experiencing robust growth, with the country leading globally in patents, production capacity, and market size [2] - As of now, China holds over 280,000 graphene-related patent applications, accounting for more than 80% of the global total [2] - By the end of 2024, China's graphene material production capacity is expected to exceed 15,000 tons per year, representing approximately 53% of the global capacity [2] - The global graphene application market is projected to approach 60 billion yuan in 2024 and is expected to surpass 300 billion yuan by 2030, with a compound annual growth rate exceeding 30% [2] Technological Advancements - Companies like Chint Group have made significant breakthroughs in the research and development of graphene composite materials, expanding applications in functional coatings, corrosion resistance, and advanced lithium battery materials [3] - Notable advancements include the commercialization of graphene-based semiconductors and the development of 8-inch graphene wafer production technology [3] - The first clinical implantation of a graphene brain-machine interface has been successfully conducted in the UK, showcasing the potential of graphene in high-tech applications [3] Future Outlook - The next decade is anticipated to be a golden age for graphene applications, with expectations that graphene will enhance quality of life [4]

Core Insights - The 2025 China International Graphene Materials Application Expo, themed "Industry Renewal, Graphene Innovation for the Future," is a key platform for global graphene industry exchange and cooperation, co-hosted by the China Graphene Industry Technology Innovation Strategic Alliance (CGIA) and Zhejiang Chint Electrics [2][3] Group 1: Event Overview - The expo features three main sections: Academic Innovation Achievements Exhibition, Graphene Application Exhibition, and Wenzhou New Materials Exhibition, covering the entire industry chain from graphene raw materials to terminal applications [2] - The event showcases key technologies and innovative applications of graphene in various civilian fields, including electricity, new energy, electronic information, biomedical, and low-altitude economy [2] Group 2: Academic and Industrial Contributions - The Academic Innovation Achievements Exhibition highlights cutting-edge technological breakthroughs from research institutions such as Beijing University of Science and Technology and Wenzhou University, focusing on new preparation processes and performance optimization [2][3] - The Graphene Application Exhibition presents practical industrial applications and commercialization results from companies like Chint Group and Jiangfeng Electronics, using physical displays and data visualization [3] Group 3: Local Industry Development - The Wenzhou New Materials Exhibition showcases over 30 local enterprises, demonstrating Wenzhou's comprehensive innovation capabilities from material research to high-end equipment and consumer products [3] - The expo aims to establish a solid foundation for building a pilot base for new materials industry in Wenzhou, leveraging local industrial strengths [3] Group 4: Networking and Future Directions - The event fosters a vibrant atmosphere for exchanges, with multiple companies reaching preliminary cooperation intentions [4] - The three-dimensional display system of "Industry Achievement Exhibition + Global Service Platform + Professional Exhibition Area" aims to connect global resources with local industry needs, promoting the advancement of the graphene industry towards high-end, intelligent, and green directions [4]

Core Insights - The 2025 China International Graphene Materials Application Expo commenced in Wenzhou, focusing on the theme "Industry Renewal, Graphene Creates the Future" [1] - The expo serves as a key platform for global graphene industry exchange and cooperation, organized by the China Graphene Industry Technology Innovation Strategic Alliance (CGIA) and Zhejiang Chint Electrics [1] Group 1: Expo Structure and Focus - The expo features three main sections: Academic Innovation Achievement Exhibition, Graphene Application Exhibition, and Wenzhou New Materials Exhibition, covering the entire industry chain from raw materials to end applications [1] - Key technologies and innovations in civilian fields such as electricity, new energy, electronic information, biomedical, and low-altitude economy are showcased, demonstrating how graphene materials empower industrial upgrades and foster new business formats [1] Group 2: Academic and Industrial Contributions - The Academic Innovation Achievement Exhibition highlights cutting-edge technological breakthroughs from research institutions like Beijing University of Science and Technology and Wenzhou University, focusing on new preparation processes and performance optimization [1] - The Graphene Application Exhibition presents practical industrial applications, with companies like Chint Group and Jiangfeng Electronics showcasing successful commercialization cases through various display methods [2] Group 3: Local Industry Development - The Wenzhou New Materials Exhibition emphasizes local industrial strengths, featuring over 30 local companies that demonstrate Wenzhou's innovation capabilities from material research to high-end equipment [2] - The expo aims to establish a solid foundation for Wenzhou's new materials industry pilot base, highlighting the region's advantages in the graphene materials sector [2] Group 4: Industry Impact and Future Directions - The expo has evolved over twelve years into a significant window witnessing the transition of the global graphene industry from laboratory to commercialization [2] - The event fosters a vibrant atmosphere for collaboration, with many companies expressing initial cooperation intentions, aiming to advance the graphene industry towards high-end, intelligent, and green development [2]

Market Overview - Precious metals and semiconductor sectors experienced a general pullback, while lithium battery concepts also declined. However, superhard materials, rare earths, and graphene concepts saw significant gains, and the nuclear power sector remained active [1][3]. - The Hang Seng Index opened down 0.85%, with the Hang Seng Technology Index falling 1.4%. Popular sectors like lithium batteries and non-ferrous metals also faced declines, with companies like CATL and Luoyang Molybdenum dropping over 3% [4][5]. - The A-share market opened lower, with the Shanghai Composite Index down 0.47%, the Shenzhen Component down 0.67%, and the ChiNext Index down 0.96% [2][3]. Stock Performance - The Shanghai Composite Index was at 3915.48, down 18.50 points or 0.47% [3]. - The Shenzhen Component Index was at 13633.19, down 92.37 points or 0.67% [3]. - The ChiNext Index was at 3230.46, down 31.37 points or 0.96% [3]. - The Hang Seng Index was at 26523.89, down 228.70 points or 0.85% [5]. Specific Company Movements - Huifeng Diamond opened up 21%, Sifangda reached a limit up of 20%, Huanghe Xuanfeng hit a limit up, and Power Diamond opened up 11.5% in the cultivated diamond sector [1]. - CATL opened down 2% amid the overall decline in the lithium battery sector [3].

Core Insights - The 2025 North China National Metrology Testing Center Work Symposium was held in Hohhot, focusing on building a new regional metrology service system through policy collaboration, standard co-construction, regulatory linkage, and data sharing to support high-quality economic and social development in the region [1] Group 1: Regional Collaboration and Infrastructure Development - The market regulatory departments of Beijing, Tianjin, Hebei, Shanxi, and Inner Mongolia have successfully established a collaborative metrology support system, significantly enhancing service efficiency [1] - The three regions of Beijing, Tianjin, and Hebei have achieved mutual recognition of "measuring instrument type evaluation certificates," facilitating cross-regional business operations [1] - A total of 9,229 public measurement standards have been co-constructed among the five regions, improving the value transmission system [1] Group 2: Industry-Specific Measurement Centers - Various regions have established industry metrology testing centers focusing on their advantageous industries, such as graphene and aerospace materials in Beijing, and rail transportation in Hebei [2] - Beijing is planning to build the first national automotive autonomous driving metrology data application base, while Tianjin is preparing a smart power metering data base [2] Group 3: Green Transition Initiatives - The North China region has taken the lead in establishing a carbon measurement laboratory and a regional carbon emission monitoring system [2] - Specific carbon measurement tasks have been identified, with Shanxi outlining 44 key tasks and Inner Mongolia applying core equipment developed by the national carbon measurement center [2] Group 4: Public Welfare and Consumer Protection - The five regions have intensified the regulation of consumer metrology, with initiatives such as promoting fair scale management in Beijing and implementing IoT anti-cheating scales in Hebei [2] - Inner Mongolia has effectively addressed fuel dispenser cheating issues through a smart regulatory platform, ensuring consumer protection [2]

Group 1 - The core breakthrough is a new highly curved graphene structure developed by Monash University, enabling supercapacitors to achieve both high power and high energy density, which translates to rapid charging and extended battery life [1][3] - The assembled supercapacitors demonstrate an energy density of 99.5 watt-hours per liter and a power density of 69.2 kilowatts per liter, showcasing exceptional performance in carbon-based supercapacitors with scalable production potential [3] Group 2 - The graphene industry is projected to grow significantly, with the Chinese market expected to reach approximately 41.1 billion yuan by 2024, and a compound annual growth rate of 30% to 45% from 2023 to 2028 [4] - Graphene's unique properties make it suitable for various applications, including electronics, energy storage, composite materials, biomedicine, and environmental engineering, with several products already validated in laboratory settings [4] Group 3 - In the A-share market, over 70 stocks are involved in graphene-related businesses, with a combined market capitalization nearing 980 billion yuan, and 17 stocks having a rolling price-to-earnings (PE) ratio below 40 [5] - Three low PE stocks have attracted significant attention from investors, including Zhongke Electric, which has a gross margin of 20.87% and a net margin of 7.03%, projecting a total revenue of 5.581 billion yuan in 2024, a year-on-year increase of 13.72% [5][6] Group 4 - For long-term investment strategies, it is recommended to focus on companies with strong production capabilities and reasonable valuations, particularly those with significant orders and a PE ratio below 25, a price-to-book (PB) ratio below 3, and a projected net profit growth rate exceeding 30% for 2024 [7] - Monitoring core segments of the graphene industry is crucial, especially in applications that enhance energy density and cycle life in new energy batteries and high-end applications like composite materials [7][8]

Core Viewpoint - Graphene is recognized as a new functional material with vast application prospects, particularly in energy storage, electronics, and composite materials [5][8]. Group 1: Graphene Development - Researchers at Monash University have developed a highly curved graphene structure that combines high power and energy density, suitable for advanced supercapacitors [5]. - The new graphene material exhibits an energy density of 99.5 watt-hours per liter and a power density of 69.2 kilowatts per liter, showcasing rapid charging capabilities and excellent cycle stability [5]. Group 2: Market Potential - The Chinese graphene market is projected to reach approximately 41.1 billion yuan by 2024, with an annual compound growth rate of 30% to 45% from 2023 to 2028 [8]. - Over 70 A-share companies are involved in graphene-related businesses, with a combined market capitalization nearing 980 billion yuan as of September 19 [10]. Group 3: Investment Opportunities - Three graphene concept stocks have seen their prices double this year, with Jinghua New Materials leading at a 264.85% increase [10]. - Among the 17 graphene concept stocks with rolling P/E ratios below 40, three have net buying amounts exceeding 100 million yuan since September [13][14]. - The company LiuGong has received the highest attention from institutional investors, with 26 brokerages rating it positively [14].