东旭光电(000413) - 东旭光电调研活动信息

Group 1: Graphene Development Challenges - Graphene's application market will only open when its comprehensive application cost is lower than existing materials, indicating a need for high cost-performance ratio [3] - The production cost of graphene is closely related to its manufacturing process, with physical methods being the most cost-effective [3][4] Group 2: Solutions to Graphene Challenges - The company has improved the Hummers method for producing graphene, achieving costs below 1,000 yuan per kilogram, with future potential to reduce costs to below 100 yuan [4] - The company has identified suitable production and application pathways for graphene products, aiming to overcome development bottlenecks [4] Group 3: Graphene LED Lighting - In 2018, the company achieved sales of 180 million yuan from graphene LED lighting products, which offer significant energy savings of over 70% compared to traditional lighting [5] - The initial purchase cost of graphene LED lights is about 10% higher than traditional LED lights, but the total lifecycle cost is lower [5] Group 4: Graphene Lithium-Ion Batteries - The company is introducing graphene-based lithium-ion batteries for electric forklifts, targeting a market potential exceeding 5 billion yuan [6][7] - The global forklift sales increased from 740,000 units to 1.53 million units over nine years, with a growth rate of 9.5% [7] - The expected market size for lithium-ion batteries in forklifts could reach 5 billion yuan by 2021 [7] Group 5: Market Trends and Competition - The electric forklift market is expected to grow significantly, with electric forklifts projected to reach 300,000 units by 2021 [7] - The company does not foresee direct competition with BYD in the forklift lithium-ion battery market, as it aims to collaborate with other manufacturers [9][10] Group 6: Other Applications of Graphene - The company has partnered with the University of Manchester to develop and sell suspended graphene sensor chips, which have enhanced performance characteristics [11] - The company has installed over 38,000 units of graphene heating equipment across the country, impacting over 11,000 households [11] Group 7: Future Prospects - The company plans to enhance the research, application, and promotion of graphene products, focusing on high-value industrial applications [13] - Key directions include graphene-based lithium-ion batteries, energy-saving lighting, thermal management, and suspended graphene sensor chips [13]