Overall strategy
We are optimistic about special equipment throughout the year, and Q2 is expected to become the lowest point of general equipment
Lithium battery equipment
The excellent track after in-depth adjustment is optimistic about the growth of the industry
Photovoltaic equipment
Fully embrace new technologies and be optimistic about the growth of the industry
Semiconductor equipment
Global $100 billion competition, value of wafer enabled equipment
Construction machinery
The prospect of construction machinery in 2022 shows that the growth is greater than the periodicity
Risk tips: 1) macroeconomic downturn or major policy changes; 2) Sino US trade friction: the imposition of tariffs on Sino US trade may affect investor sentiment; 3) The outbreak of pneumonia abroad affects the supply of imported raw materials and the demand of export market; 4) The production capacity and order data are incomplete statistics, which deviates from the actual value; 5) The calculation is subjective and only for reference.
Wind power equipment
We are optimistic about special equipment throughout the year, and Q2 is expected to become the lowest point of general equipment
Third party testing
Detect the long slope and thick snow of the track, with high demand from the downstream construction industry
Medium and large displacement motorcycle
Consumption has been upgraded, and the exhaust has started
Industry Siasun Robot&Automation Co.Ltd(300024)
Siasun Robot&Automation Co.Ltd(300024) market growth is determined, and the growth rate decreases slightly under the large base
Nuggets of new shares
Which targets have investment opportunities?
