Special skills and Innovation Tour No. 7:
Wuxi Dk Electronic Materials Co.Ltd(300842) (300842. SZ): the leading enterprise of domestic photovoltaic silver paste. Its products are mainly used for aluminum heat transfer materials, battery materials and stamping parts for new energy vehicles. It is expected to benefit from the growth of global photovoltaic new installed capacity during the 14th Five Year Plan period. The continuous penetration of high-efficiency battery and double-sided battery technology may drive a substantial increase in the amount of silver paste.
Wpg (Shanghai) Smart Water Public Co.Ltd(603956) (603956. SH): China's leading intelligent water comprehensive solution provider, mainly engaged in three tank non negative pressure water supply equipment, frequency conversion water supply equipment, direct drinking water series products, urban water supply pipe network booster pump station and its supporting services. The company will raise additional funds to invest in the construction of intelligent water supply and drainage production and R & D base, It will help the company extend the smart water industry chain and expand the potential market space of product application.
Guangzhou Fangbang Electronics Co.Ltd(688020) (688020. SH): one of the few manufacturers in the world who master the core technology of ultra-high shielding efficiency and very low insertion loss. As of 2021h1, the company's Zhuhai ultra-thin copper foil project has basically completed the civil engineering construction, and some production lines have started trial production of lithium battery copper foil products. All kinds of new products are expected to be successfully transformed into a new engine for the company's growth.
Streamax Technology Co.Ltd(002970) (002970. SZ): one of the leading enterprises of intelligent video surveillance system for commercial vehicles in the world. It is committed to developing products and solutions in the direction of traffic safety and transportation informatization by using technical means such as video, AI, big data and IOT. Driven by industrial policies and the development of AI and IOT technologies, the company's performance is expected to be further improved.
Jiangsu Canlon Building Materials Co.Ltd(300715) (300715. SZ): a manufacturer of building waterproof materials with leading manufacturing and application technology and providing systematic services. The company ranks in the forefront of technological innovation, brand influence and comprehensive strength in the construction waterproof industry. It is a leading enterprise of polymer waterproof 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.
