On January 28, the State Council issued the measurement development plan (2021-2035) (hereinafter referred to as the plan) to make an overall plan and deployment for the development of the national measurement industry in the next 15 years in the form of a national special plan, which made it clear that: 1) it is necessary to strengthen the research on intelligent measurement calibration technology, Supplement and improve the laws and regulations on measurement calibration, standard time, industrial measurement and measurement data, promote the establishment and implementation of relevant regulatory systems, vigorously develop the emerging business forms of high-tech services such as measurement calibration, measurement testing and industrial measurement, cultivate and expand the professional measurement technology service market, and constantly meet the diversified and personalized needs of the market. 2) We should serve the development of high-end instruments and precision manufacturing, establish an instrument industry development cluster, and cultivate domestic instrument brands with core technology and core competitiveness. The plan reflects the country’s high attention and development determination to the measurement industry. High quality companies involved in measurement calibration and high-end instruments and meters will usher in more development opportunities.
Important data tracking:
In the past two weeks, the machinery industry fell 8.36%, 4.91 percentage points lower than Shanghai and Shenzhen 300. Since 2022, the steel / copper / aluminum price index has increased by 0.68% / 0.83% / 6.39%, and the comprehensive steel / copper / aluminum price index has changed by + 0.60% / – 0.69% / – 0.24% month on month in the past two weeks compared with two weeks ago.
Cultivating diamonds: the import volume of India’s cultivated diamond rough in December 2021 was US $132 million, with a year-on-year / month on month ratio of + 104.70% / + 54.63%. In 2021, it accumulated US $1.13 billion, with a year-on-year increase of + 156.99%. The export volume of India’s cultivated diamond bare diamonds in December 2021 was US $103 million, with a year-on-year / month on month ratio of + 64.95% / + 20.47%. The cumulative export volume in 2021 was US $1144 million, with a year-on-year ratio of + 116.05%.
Industrial Siasun Robot&Automation Co.Ltd(300024) : according to the statistics of the National Bureau of statistics, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 35200 units in December 2021, a year-on-year increase of + 15.10%; In 2021, the industrial Siasun Robot&Automation Co.Ltd(300024) output was 370000 units, a year-on-year increase of + 44.90%.
Industry key recommended portfolio
Key combination: Centre Testing International Group Co.Ltd(300012) , Guangzhou Grg Metrology&Test Co.Ltd(002967) ; Opt Machine Vision Tech Co.Ltd(688686) 、 Shanghai Friendess Electronic Technology Corporation Limited(688188) 、 Jiangsu Hengli Hydraulic Co.Ltd(601100) 、 Leader Harmonious Drive Systems Co.Ltd(688017) 、 Iray Technology Company Limited(688301) 、 Shanghai Hanbell Precise Machinery Co.Ltd(002158) 、 Jiangsu Guomao Reducer Co.Ltd(603915) 、 Dongguan Yiheda Automation Co.Ltd(301029) ； Zhejiang Dingli Machinery Co.Ltd(603338) ； Shenzhen United Winners Laser Co.Ltd(688518) 、 Zhejiang Hangke Technology Incorporated Company(688006) ； Henan Huanghe Whirlwind Co.Ltd(600172) 、 North Industries Group Red Arrow Co.Ltd(000519) 。 Combination of “small and beautiful” targets: Emtek (Shenzhen) Co.Ltd(300938) , Anhui Ronds Science & Technology Incorporated Company(688768) , Henan Liliang Diamond Co.Ltd(301071) , Shanghai Kelai Mechatronics Engineering Co.Ltd(603960) , Suzhou Sushi Testing Group Co.Ltd(300416) , Yindu Kitchen Equipment Co.Ltd(603277) , Warom Technology Incorporated Company(603855) , Guangdong Lingxiao Pump Industry Co.Ltd(002884) , Guangdong Yizumi Precision Machinery Co.Ltd(300415) , Jiangsu Shentong Valve Co.Ltd(002438) .
Industry perspective: focus on leading companies with high medium and long-term winning probability of high-quality track. 1) testing service industry with good business model and large growth space: focus on Centre Testing International Group Co.Ltd(300012) , Guangzhou Grg Metrology&Test Co.Ltd(002967) , Suzhou Sushi Testing Group Co.Ltd(300416) , Emtek (Shenzhen) Co.Ltd(300938) , and focus on China National Electric Apparatus Research Institute Co.Ltd(688128) , China Building Material Test & Certification Group Co.Ltd(603060) , Suzhou Electrical Apparatus Science Academy Co.Ltd(300215) .
2) upstream core parts companies in the growth stage or high vision: focus on recommending Opt Machine Vision Tech Co.Ltd(688686) , Shanghai Hanbell Precise Machinery Co.Ltd(002158) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Shanghai Friendess Electronic Technology Corporation Limited(688188) , Leader Harmonious Drive Systems Co.Ltd(688017) , Iray Technology Company Limited(688301) , Jiangsu Guomao Reducer Co.Ltd(603915) , Dongguan Yiheda Automation Co.Ltd(301029) .
3) high view product companies: focus on North Industries Group Red Arrow Co.Ltd(000519) , Henan Huanghe Whirlwind Co.Ltd(600172) , Shanghai Kelai Mechatronics Engineering Co.Ltd(603960) .
4) special / general equipment industry with high prosperity: focus on Shenzhen United Winners Laser Co.Ltd(688518) , Zhejiang Hangke Technology Incorporated Company(688006) , etc.
Risk tips:
The macroeconomic downturn, the rise in the price of raw materials, the sharp fluctuation of exchange rate and the repeated impact of the epidemic.
