Last week, the mechanical equipment index rose 0.55%, the Shanghai and Shenzhen 300 index rose 0.82%, and the gem index fell 5.59%. Machinery and equipment ranked 21st in the rise and fall of all 28 industries.
This week’s view
Semiconductor equipment: Shanghai Wanye Enterprises Co.Ltd(600641) holding Sun company won nearly 700 million orders, Huahai Qingke won another three orders for CMP equipment, and the wafer regeneration business made a major breakthrough. According to the Shanghai Wanye Enterprises Co.Ltd(600641) announcement, Beijing kaishitong, the holding Sun company, plans to sell multiple 12 inch integrated circuit equipment (including low-energy high beam ion implanters and low-energy high beam ultra-low temperature ion implanters) to important customers. The order amount is 658 million yuan, which is the first batch order obtained by kaishitong. According to the bidding website, Huahai Qingke recently won the bid for three CMP equipment, including one tungsten throwing equipment and two copper throwing equipment; According to WeChat Hai Qing official account, the company’s “equipment + service” dual wheel drive development mode has been recycled in wafer business. The cumulative volume of 12 inch recycled wafer has exceeded 100 thousand. The localization of semiconductor equipment has entered a new era. Favorable factors such as high elasticity of downstream demand and competition for regional chip sovereignty will continue to promote the development of domestic equipment. Recommend shengmei Shanghai, Wuhan Jingce Electronic Group Co.Ltd(300567) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Naura Technology Group Co.Ltd(002371) , Kingsemi Co.Ltd(688037) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Shanghai Wanye Enterprises Co.Ltd(600641) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Thinkon Semiconductor Jinzhou Corp(688233) .
Wind power equipment: the bidding price of sea and land wind has hit a record low one after another, and the development speed of wind power may far exceed expectations in the future. In terms of offshore wind power, on January 27, the bid evaluation results of zheneng Taizhou No. 1 offshore wind farm project were publicized. Dongfang wind power won the bid with 3548 yuan / kW (including tower). According to previous experience, the unit price of the winning wind turbine has been lower than 3000 yuan / kw, breaking a new low in history. In terms of onshore wind power, on February 9, the wind turbine (including tower) of China Resources Power Abaga banner beligutai 500MW wind power project was opened. The lowest quotation was 2002 yuan / kW of CRRC Zhuzhou Institute. After deducting the tower, the unit price was about 1550 yuan / kw-1600 yuan / kW, which also set a new low. In addition, according to our incomplete statistics, the onshore wind power bidding volume in January exceeded 10GW, significantly higher than that in the same period of previous years. The annual bidding volume is worth looking forward to. At present, the wind power industry is in the stage of rapid development. Land wind has achieved parity, sea wind has continued to reduce costs and parity, and the leaders in all links will continue to benefit. Jiangyin Hengrun Heavy Industries Co.Ltd(603985) is recommended. It is recommended to pay attention to Haili wind power and Ningbo Orient Wires & Cables Co.Ltd(603606) .
Photovoltaic equipment: in 2021, 53gw of photovoltaic equipment was added to maintain a high prosperity, and Byd Company Limited(002594) took shares in Jinshi energy layout heterojunction. According to the statistics of the national energy administration, China’s newly added photovoltaic power generation grid connected installed capacity in 2021 was about 53 million KW, ranking first in the world for nine consecutive years. By the end of 2021, the installed capacity of grid connected photovoltaic power generation had reached 306gw, ranking first in the world for seven consecutive years. On January 28, according to tianyancha information, Fujian Jinshi Energy Co., Ltd. had industrial and commercial changes and shareholders added Byd Company Limited(002594) and the registered capital increased to about 215 million yuan, an increase of about 12.81%. According to the official account of Jun Hua China WeChat, Jinshi energy is one of the first enterprises to develop heterojunction battery equipment in the world. Relying on its strong heterogenous battery line equipment, after years of research, it has created exclusive patent technology, a heterojunction grid connection technology, which can realize silver free paste and no welding tape. The heterojunction battery without conductive adhesive is connected in series, which is perfect for the packaging of thin-film battery, so that the battery module has the advantages of anti crack, high conversion efficiency and low attenuation. With its advantages in yield, cost and efficiency, heterojunction has attracted great attention from various battery manufacturers. Up to now, the capacity planning of China’s hjt project has exceeded 130gw. It is suggested to pay attention to the core equipment manufacturers with leading layout and dominant technology on hjt. Recommend Suzhou Maxwell Technologies Co.Ltd(300751) and pay attention to Wuxi Autowell Technology Co.Ltd(688516) .
Lithium battery equipment: at the beginning of 2022, the power battery is under intensive construction. It is suggested to pay attention to the order delivery of equipment manufacturers. According to the statistics of starting point lithium electric big data, since January, many projects including Contemporary Amperex Technology Co.Limited(300750) , China Innovation airlines, honeycomb energy, ski, Sunwoda Electronic Co.Ltd(300207) , vision power and other enterprises have started, with a total investment of more than 87 billion yuan, and it is expected that the new capacity will exceed 200 GWH. In addition, many projects such as China Innovation airlines, Byd Company Limited(002594) , Chuneng new energy and Chunlan have been signed, A new round of power battery production expansion war has been started. According to our incomplete statistics, the capacity of Chinese manufacturers is expected to exceed 1twh by 2025, of which the planned capacity of catl exceeds 700gwh, Byd Company Limited(002594) exceeds 180gwh, and the planned capacity of honeycomb energy reaches 600gw. Under the accelerated production expansion layout of battery manufacturers, the lithium battery equipment industry will fully benefit. Recommended {8006}, {6855}.
Recommended combination
Recommended combination: shengmei Shanghai, Wuhan Jingce Electronic Group Co.Ltd(300567) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Naura Technology Group Co.Ltd(002371) , Kingsemi Co.Ltd(688037) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Shanghai Wanye Enterprises Co.Ltd(600641) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Suzhou Maxwell Technologies Co.Ltd(300751) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shanghai Sk Automation Technology Co.Ltd(688155) , Kunshan Dongwei Technology Co.Ltd(688700) , Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Sany Heavy Industry Co.Ltd(600031) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Thinkon Semiconductor Jinzhou Corp(688233) , Konfoong Materials International Co.Ltd(300666) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Kunshan Kinglai Hygienic Materials Co.Ltd(300260) ;
It is suggested to pay attention to: Zhejiang Dingli Machinery Co.Ltd(603338) , Shaanxi Construction Machinery Co.Ltd(600984) , Guangxi Liugong Machinery Co.Ltd(000528) , Haili wind power, Ningbo Orient Wires & Cables Co.Ltd(603606) , Wuxi Autowell Technology Co.Ltd(688516) .
Risk tips
Risk warning: the impact of the epidemic exceeds expectations; The localization of semiconductor equipment has slowed down and price competition has intensified.
