"Big reshuffle" reveals that graphene is repeating the PV industry?

"Big reshuffle" reveals that graphene is repeating the PV industry?

From the photovoltaic industry a few years ago, the author has also seen the recent new energy material, graphene, which is very hot in the non-ferrous industry. According to the material, graphene is one of the thinnest, strongest, and most conductive nano-materials found in the world due to its good light transmission, high thermal conductivity, low electrical resistivity and high mechanical strength. Features, in the lithium battery , aerospace automotive parts, heat sink materials, integrated circuits and other fields to play high performance, known as "in addition to eating, graphene involves all products and various fields" magic material, known as Metal precious "black gold" and "king of new materials". Scientists even predict that graphene will be a new material that "completely changes the 21st century" and is likely to set off a revolutionary new technology and new industrial revolution sweeping the globe.

“Large shuffling” looms Graphene repeats photovoltaics?

Bringing up the photovoltaic industry, it is an industry that makes people feel very painful! Five years ago, this industry was so brilliant, and it was called the "sunrise industry" of the future new energy. Since 2002, China's photovoltaic industry has been leaping forward, with an average annual growth rate of 30%, and production capacity accounts for more than half of the world. At the height of prosperity, 10 of the world's 15 largest solar cell manufacturers came from China, resulting in a heavy weight of “Chinese elements” in the photovoltaic industry.

However, when the photovoltaic industry was in full swing, in 2012, the “double anti-counterfeiting” (anti-dumping and counter-subsidy) of European and American photovoltaics was like a fuse, which exploded the “smooth appearance” of China's photovoltaic industry, and all the drawbacks were exposed. In the face of export obstruction, at that time, the domestic photovoltaic industry lost money across the board, more than half of the enterprises stopped production or semi-discontinued, a scene of depression, the largest photovoltaic company Wuxi Suntech finally ended in bankruptcy.

From the photovoltaic industry a few years ago, the author has also seen the recent new energy material, graphene, which is very hot in the non-ferrous industry. According to the material, graphene is one of the thinnest, strongest, and most conductive nano-materials found in the world due to its good light transmission, high thermal conductivity, low electrical resistivity and high mechanical strength. Features, in the lithium battery, aerospace automotive parts, heat sink materials, integrated circuits and other fields to play high performance, known as "in addition to eating, graphene involves all products and various fields" magic material, known as Metal precious "black gold" and "king of new materials". Scientists even predict that graphene will be a new material that "completely changes the 21st century" and is likely to set off a revolutionary new technology and new industrial revolution sweeping the globe.

It is the low development threshold and the low threshold for entering the industry. Since 2011, countries have stepped up research and development and deployment in the field of graphene in order to occupy the commanding heights of the industry. In China, we hope that after the global economic crisis, the success of the graphene industry will bring "bright spots" to the difficult industrial transformation. In 2012, the Ministry of Industry and Information Technology released the "12th Five-Year Development Plan for New Materials Industry", which clearly stated that it supports graphite for the first time. Development of new materials in November; In November 2014, China's “Key Materials Upgrade and Replacement Project” proposed to achieve batch stable production and scale application of graphene in 2016; in 2015, the Development and Reform Commission, the Ministry of Industry and Information Technology, and the Ministry of Science and Technology issued three "Several Opinions on Accelerating the Innovation and Development of Graphene Industry", proposed to build graphene into a leading industry, and to form a complete graphene industrial system in 2020 to meet the requirements of standardization, serialization and low cost of graphene; Manufacturing >2025 Technology Roadmap for Key Areas further clarifies the development path of China's graphene industry in the next decade. The overall goal is to "build tens of billions of industrial scale in 2020 and exceed 100 billion in 2025."

As a result, with the support of national policies and the financial tilt of local governments, some companies began to “cross the river by feeling the stones” and entered the field of graphene. Some companies are attracted by the bright future of the graphene industry, and they are investing heavily to make themselves the “first gold diggers” in the graphene industry. In the past five years, China has become one of the most active countries in the graphene industry patent application and graphene research. The domestic graphene industry base, the graphene research institute, the graphene new material park, etc. are everywhere, and some claim to pass several In the year, we strive to build a tens of billions of dollars, and some even claim to be a billion-dollar industry. On the industrial scale, China has formed a pattern of active and decentralized development in Jiangsu, Changzhou, Wuxi, Nanjing and other places, including Ningbo, Qingdao, Chongqing, Deyang, Hebei and Beijing.

As the "king of materials" for new energy, facing such a large number of centers, so many bases, after a large amount of investment, will our new industry graphene have homogenization risks, is it possible to take the photovoltaic industry? The old road? And this kind of worry is not groundless!

According to the data, after the rapid development from 2014 to 2016, there are more than 400 related companies in the research, development, production and application of graphene in China, accounting for about three-quarters of the global graphene enterprises, and in terms of technical patents. It is also a big one. In 2015, China has applied for more than 2,200 graphene patent technologies, which is about one-third of the global graphene patent technology.

Despite the frequent innovations in graphene technology in some enterprises, industrialization has been slow to develop, and the low-end capacity expansion is too fast, product homogeneity is very serious, and the “low-end trap” of the graphene industry is near. Moreover, under such a scale, as an emerging industry, China's graphene industrial chain is still extremely weak, and does not form a complete and mature upstream and downstream industrial chain. Most companies invest their money and energy in the production of graphene materials, while downstream applications focus on low value-added products, while high value-added products are powerless because of the lack of relevant talent and technology. The status quo of this industry naturally reminds us of the scene of the once brilliant PV industry.

At present, foreign companies such as the United States, Japan, Europe and other countries have not yet started to work with Chinese enterprises. The country has begun to "striking" and even "striking". According to the big wisdom financial news broke, the two manufacturers of graphene conductive agent Qingdao and Dongguan on their own market share and the situation of both products, each one, the same word, in the paint field, a large number of graphene listed companies gathered The phenomenon of getting together is more serious, and the price war is difficult to avoid. In the field of electric vehicles , there are dozens of listed companies in China that have laid out graphene power batteries. No matter which one thinks that the graphene lithium batteries produced by them have unique technology. However, there is almost no high-quality graphene lithium battery that can be mass-produced and installed in large-scale lithium-ion battery products.

There are still more weak graphene companies that are not striving to innovate and improve their quality in the industry. Instead, they use the state's loopholes in intellectual property protection to see peer graphene companies making money in an application field, regardless of patent protection. It is a slam dunk, which has led some companies with strong competitiveness to give up the enthusiasm for innovation. An industry expert believes that the problems of low-end, homogenization, and excessive speculation of graphene applications are becoming more and more serious. The first round of “big reshuffle” in the industry has been looming. At least half of the companies in the next three years may be Eliminated out.

This is by no means an alarmist! Should our government and industry associations give warning signs to the graphene industry, let them face the “traps” of graphene and get rid of the dilemma, or re-select the differential development path? Our expectation: In any case, we cannot let our emerging graphene industry repeat the mistakes of the photovoltaic industry.

Spirit Level

Spirit Level,Aluminum Spirit Level,Scaffold Spirit Level,Magnetic Spirit Level

NINGBO LUBAN ELECTRIC POWER TOOLS CO.,LTD. , http://www.aye-group.com