Key investment points:
Special skills and Innovation Tour No. 9:
Fibocom Wireless Inc(300638) (300638. SZ): Internet of things module leader, with high demand for on-board and IOT. The company is mainly engaged in the design, R & D and sales service of communication solutions in the wireless communication module and its application industry. The company’s 5g modules fm150-ae and fg150-ae successfully completed Deutsche Telekom Ag certification in the first half of 2021, becoming the world’s first 5g module certified by Deutsche Telekom.
Beijing Sinohytec Co.Ltd(688339) – U (688339. SH): the first share of hydrogen fuel cell, with broad hydrogen energy market space. After years of exploration and development, the company has formed a profound technical accumulation, breaking through many technical difficulties, such as high-power density fuel cell system integration, on-board hydrogen system integration, low-temperature rapid start of fuel cell engine system, decoupling control of air flow and pressure, closed-loop control of water content and so on, The key performance of the product is close to the international advanced level and has been widely used in commercial practice.
Jiangsu Nata Opto-Electronic Material Co.Ltd(300346) (300346. SZ): multi line layout of semiconductor materials and continuous promotion of domestic substitution. The company is a high-tech enterprise engaged in the R & D, production and sales of advanced precursor materials, electronic special gas, photoresist and supporting materials. With leading production technology, strong R & D and innovation strength and solid industrialization ability, the company has broken the long-term foreign monopoly in its industry from multiple levels.
Hunan Zhongke Electric Co.Ltd(300035) (300035. SZ): lithium battery negative star leader, with continuous improvement of production capacity. As the leader of magnetoelectric equipment, the market share of special equipment for electromagnetic metallurgy exceeds 60%, which has successfully transformed into lithium battery cathode and has the first mover advantage in the field of power lithium battery cathode materials. Zhongke Xingcheng, a subsidiary of the company, has focused on the R & D and production of lithium-ion battery cathode materials for more than ten years. It is one of the first enterprises to layout power lithium battery cathode materials, and has the first mover advantage of power lithium battery cathode materials.
Risk warning: repeated epidemic situation; Macroeconomic pressure; The promotion of specialized and new policies was not as expected; Industrial policy changes; Market competition intensifies.
