Dongxu Optoelectronics: Steady growth in the third quarter, graphene business into a new look

On the evening of October 30, Dongxu Optoelectronics disclosed the third quarter 2016 performance report, and the company's performance continued to maintain steady growth. From January to September 2016, the company's total assets reached 39.142 billion yuan, a year-on-year increase of 36.61%; operating income was 4.262 billion yuan, an increase of 68.92%; the net profit attributable to shareholders of listed companies was 802 million yuan, an increase of 8.37%; 7- In September, the operating income was 1.38 billion yuan, a year-on-year increase of 38.15%.

Haitong Securities analysis believes that the performance of Dongxu Optoelectronics is in line with the trend of increasing demand in the panel market in the third quarter, and it is expected to continue its sales in the third quarter in the fourth quarter.

During the reporting period, Dongxu Optoelectronics launched the world's first graphene-based lithium-ion battery “Alkenwang”, which was sold globally in Shanghai. The company's graphene business entered the stage of industrial application, coupled with continuous industrialization and promotion. The graphene business may become a new attraction for later performance growth.

Dongxu Optoelectronics Co., Ltd. is the largest manufacturer of liquid crystal glass substrates in China. It has 17 LCD glass substrate production lines and one glass cover production line. The 8.5th generation TFT-LCD glass substrate production line was also launched in Fuzhou at the beginning of the year. All generations of glass substrate production lines are fully covered.

On this basis, Dongxu Optoelectronics continues to expand into the new material field of the upstream industry, hoping to create new growth poles. Among them, the sapphire business disclosed that it has contributed 220 million yuan of operating income to listed companies, and the graphene business is likely to become the next breakthrough point of Dongxu Optoelectronics.

On July 8, Dongxu Optoelectronics launched the "Alkenwang" mobile power supply to bring great shock to the graphene field and the energy industry . On just September two months later, the "Alkenwang" new product was Formally sold in Shanghai, which indicates that Dongxu Optoelectronics' graphene business has really entered the stage of industrial application.

In the new market conference, exhibition of new graphene-based lithium-ion battery-powered scooters again attracted a lot of attention, "Alking" is not only the first to realize the industrialization, and to achieve a further expansion of industrial applications.

“Because of its superior quality and excellent performance, the olefin king can form a wide range of applications downstream,” said a professional from the China Graphene Alliance. Since then, Dongxu Optoelectronics has signed a strategic cooperation agreement with A-share listed company Beijing Power Source Technology Co., Ltd. and a number of well-known downstream enterprises in the 1001 factory of the People's Liberation Army of the military industry, paving the way for subsequent industrial application.

Compared with other companies, Dongxu Optoelectronics' investment in the graphene business has made the industry “unpredictable”, especially in the “enewang” supporting industrialization construction.

Not long ago, the investment amount of Dongxu Optoelectronic Graphene Taizhou Project increased from 500 million yuan to 1.65 billion yuan, and the project construction content has also been greatly expanded. The scale of graphene production line has been increased from 3 tons per year to 100 tons per year. The battery positive/negative materials are greatly expanded by the construction of a production line with an annual output of 300 tons to graphene coated with lithium iron phosphate with an annual output of 3,000 tons, graphene coated ternary materials with an annual output of 3,000 tons, and graphene coated anode materials with an annual output. 5000 tons; at the same time, the annual production capacity of graphene-based lithium-ion batteries and packs has also increased significantly to 1GWH.

“From graphene to graphene cladding materials, from graphene-based lithium-ion batteries to packs, these materials can not only be assembled as a consumer product with excellent performance, but also as a stand-alone product.” Carbon Source Huigu market staff told reporters that "Alken King" is all "treasure."

Shanxi Securities Researcher pointed out that Dongxu Optoelectronics has listed the graphene industry as one of the company's important strategic plans. At present, the company has taken the lead in opening up the application of graphene industrialization and launched the industrial application product olefin king. The layout of Dongxu Optoelectronics in graphene has blossomed, and the company's follow-up performance is very worth looking forward to.

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