Shenzhen Sunmoon Microelectronics Co.Ltd(688699) (688699. SH): a pioneer of LED driver chips, the market scale of mini LED is growing rapidly. The company is a high-tech enterprise mainly engaged in integrated circuit R & D, design, packaging, testing and sales. It has always focused on the field of digital analog hybrid and analog integrated circuits, committed to enhancing its core competitiveness in the field of mini / micro LED driver chips, laid out the semiconductor industry chain earlier, and formed a long-term and stable strategic cooperative relationship with many upstream wafer suppliers.
Changchun Up Optotech Co.Ltd(002338) (002338. SZ): the leader of national defense photoelectric measurement and control equipment. The company has complete national defense and military industry qualification. At present, it mainly focuses on the business of military products, and leads the upgrading and upgrading of China’s national defense photoelectric measurement and control instruments and equipment in terms of technical realization and product production. It is in a leading position in the field of national defense photoelectric measurement and control in the same industry.
Shenzhen Jpt Opto-Electronics Co.Ltd(688025) (688025. SH): MOPA laser and intelligent equipment faucet for laser processing. The company is the first commercial manufacturer of “pulse width adjustable high power pulsed fiber laser (MOPA pulsed fiber laser)” in China and a leading provider of photoelectric precision detection and laser processing intelligent equipment.
Hangzhou Shenhao Technology Co.Ltd(300853) (300853. SZ): the leading brand of power monitoring and intelligent patrol inspection. Based on the field of smart grid, the company specializes in the research and development of smart grid related technical products. Its main products include smart Siasun Robot&Automation Co.Ltd(300024) , smart power monitoring and control equipment, etc. it is a high-tech enterprise integrating R & D, production and sales.
Guilin Fuda Co.Ltd(603166) (603166. SH): the main manufacturer of forged steel crankshaft, automobile clutch and crankshaft blank in China.
The company’s production and marketing scale of multi cylinder engine crankshaft and automobile clutch and the market share of host equipment are in the forefront of the same industry.
Sf Diamond Co.Ltd(300179) (300179. SZ): import substitution of oil-gas composite sheet and reserve CVD diamond preparation technology. The company has been deeply engaged in composite superhard materials for more than 20 years. It is a composite superhard material enterprise with obvious scale advantages in China. It is in a leading position in the industry and has the first mover advantage. The company participated in the formulation of five national and industrial standards and was recognized as a “national enterprise technology center”.
Risk warning: repeated epidemic situation; Macroeconomic pressure; The promotion of specialized and new policies was not as expected; Industrial policy changes; Market competition intensifies.
