The profits of graphite electrode-related companies are expected to soar. List of graphite electrode concept stocks
According to the data of Baichuan Information, the quotation of ordinary power graphite electrodes generally rose by about 2,000 yuan/ton on June 13. Among them, for standard power graphite electrode specifications, the quotation range on the 13th was - yuan/ton, and it was - yuan/ton the previous trading day, with a downward increase of 2,100 yuan, or 13.5%. Judging from the average price data, as of June 12, the average quotation of graphite electrodes was RMB/ton, with a weekly increase of 10.82% and a monthly increase of 56.55%, nearly double the growth from the beginning of 2017. Resources are still tight, and the market is in short supply.
Industry insiders said that on the supply side, the country has stopped or reduced production by 200,000-300,000 tons due to environmental protection policies. In 2016, the output of graphite electrodes was only 500,000 tons. With the strengthening of the follow-up environmental protection inspection team, the road to the resumption of work and production is still full of hardships. In terms of demand, the country has recently stepped up the rectification of intermediate-frequency furnaces, and some intermediate-frequency furnaces have begun to be converted into electric furnaces, which will drive the increase in demand for graphite electrodes. At present, the production capacity capable of converting to electric furnaces is about 30 million to 40 million tons, and the demand for graphite electrodes will increase by nearly 100,000 tons, accounting for about 20% of domestic production. The price of graphite electrodes has skyrocketed, and the profits of related companies are expected to soar.
Related concept stocks:
Jinfu Technology (7.75+1.71%, diagnostic stocks): graphene preparation technology.
Zhongtai Chemical (11.83+0.94%, diagnostic stock): It is the first batch of emerging professional high-tech enterprises engaged in the production and research of graphene and graphene microchips in China.
Fangda Carbon (10.93+3.21%, diagnostic stock): It is the largest manufacturer of graphite electrodes in China.
China Baoan (7.99+4.31%, diagnostic stock): Subsidiary Berry is mainly engaged in the deep processing of graphite-related products and negative electrode materials.
Nanyang Technology (22.10+2.89%, diagnostic stocks): layout graphene, clear strategic development path.
*ST Olefin Carbon (trading suspended on 5.27, individual stock diagnosis): The main research direction of the company's fundraising project Olefin Carbon New Materials Research Institute is research on olefin carbon new materials: activated carbon, lithium-ion battery cathode materials for automotive power batteries, carbon thermal conductivity materials, high-Performance carbon fiber, graphene, nano-carbon materials, etc.