Last week, the mechanical equipment index rose 2.39%, the Shanghai and Shenzhen 300 index rose 1.08%, and the gem index rose 2.93%. Machinery and equipment ranked ninth in all 28 industries.
This week’s view
Semiconductor equipment: shengmei Shanghai has successively obtained a large number of orders, and Huawei Hubble has taken a stake in Beijing Teddy. According to the news of shengmei Shanghai public wechat last week, it obtained the largest purchase order for 29 sets of 12 inch trough wet cleaning equipment in history, including repeated orders for 16 sets of equipment required for the expansion of the same Chinese foundry; It has obtained orders for 13 front copper interconnection electroplating equipment and 8 rear advanced packaging electroplating equipment, including 10 additional orders from a top Chinese integrated circuit manufacturer, which is also the first batch order breakthrough of the company in front electroplating equipment; At the same time, according to the data of China international bidding network, 11 single-chip cleaning equipment of Huahong Wuxi factory won the bid last week. Shengmei obtained batch orders for many kinds of products, further strengthened the leading position of cleaning and electroplating, and proved that its technology differentiation and product platform strategy can effectively connect with the high demand industrial environment and accelerate the growth of the company. According to enterprise investigation, Huawei Hubble investment company has taken a stake in Beijing Teddy semiconductor equipment company, with a shareholding ratio of 10%. Teddy’s business focuses on providing system solutions and process equipment for thinning, polishing and CMP in the fields of semiconductor substrate materials, semiconductor devices, advanced packaging, MEMS and so on. Integrated circuit manufacturers are actively expanding, the demand for semiconductor equipment remains high, the importance of chip sovereign competition strategy, parts shortage and regional strengthening of supply chain to the whole industry chain is increased, and domestic semiconductor equipment and domestic parts manufacturers continue to benefit. 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) , Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Konfoong Materials International Co.Ltd(300666) .
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: several enterprises have arranged heterojunctions to speed up the industrialization of heterojunctions. On February 17, Shanghai Tianchen Co.Ltd(600620) announced that it had signed a strategic cooperation framework agreement with Anhui Huasheng New Energy Technology Co., Ltd. to jointly establish Cecep Solar Energy Co.Ltd(000591) hjt heterojunction components company to jointly develop and expand Cecep Solar Energy Co.Ltd(000591) hjt heterojunction components and downstream application markets. Wind power giant Ming Yang Smart Energy Group Limited(601615) said on the interactive platform on February 18 that the equipment procurement of the company’s heterojunction photovoltaic cell project has been completed, and the construction has been started in Yancheng City, Jiangsu Province, and the heterojunction module project has been started in Xinyang City, Henan Province; At present, everything is progressing smoothly and is expected to be put into operation within this year. 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 to add more than 200 GWH of capacity. In addition, many projects such as China Innovation airlines, Byd Company Limited(002594) , Chuneng new energy and Chunlan have been signed, and a new round of production expansion war of power batteries has been started. According to the statistics of China’s energy manufacturers, the production capacity is expected to exceed 300gw GWH {GWH} in 2025, which is expected to exceed the planned production capacity of 500gwh} in China. Under the accelerated production expansion layout of battery manufacturers, the lithium battery equipment industry will fully benefit. Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shanghai Sk Automation Technology Co.Ltd(688155) are recommended.
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.
