Sector performance: from the horizontal comparison of various industries, in the 8th week of 2022 (from February 21, 2022 to February 25, 2022), the cumulative excess return of the mechanical equipment industry relative to the Shanghai composite index was positive, ranking seventh among all industries, and the cumulative excess return was 1.49%. Since 2022, the annual cumulative excess return of the mechanical equipment industry has been – 3.69%.
Lithium battery equipment: Ningde joins hands with Sany to promote the application demonstration project of power exchange heavy truck in Fujian Province; Zhongding integration won the honeycomb order. 1) according to the official WeChat official account of Contemporary Amperex Technology Co.Limited(300750) , in February 22nd, Contemporary Amperex Technology Co.Limited(300750) and Sany Heavy Industry Co.Ltd(600031) held the demonstration ceremony of the Fujian electric power changing heavy truck application in Ningde, Fujian. Meanwhile, Ningde Traffic Investment Group Co., Ltd. signed a strategic investment agreement with Contemporary Amperex Technology Co.Limited(300750) share company ningpu Battery Technology Co., Ltd. 2) According to Noblelift Intelligent Equipment Co.Ltd(603611) “announcement on signing daily business contracts with wholly-owned subsidiaries”, Zhongding integration provides pre charged warehousing and logistics systems to Suining honeycomb, Huzhou honeycomb, Nanjing honeycomb and Shangrao honeycomb, with a total contract amount (including tax) of 388 million yuan.
Construction machinery: according to Pang Yuan leasing public official account, the fourth week of February Pang Yuan lease index weekly 1018, lower than the same period in previous years. Its five week, half year and annual lines are 955, 949 and 1022 respectively.
Cultivated diamonds: according to the statistics of the Indian jewelry and gold jewelry export promotion committee (GJEPC), the import amount of cultivated diamonds in India in January 2022 was US $153.33 million, a year-on-year increase of 77.34%, and the export amount of cultivated diamonds in India in January 2022 was US $72.18 million, a year-on-year increase of 63.68%.
Recommended targets this week: Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Sany Heavy Industry Co.Ltd(600031) , Quick Intelligent Equipment Co.Ltd(603203) , Shenzhen S.C New Energy Technology Corporation(300724) , Zhejiang Jiecang Linear Motion Technology Co.Ltd(603583) , Zhejiang Dingli Machinery Co.Ltd(603338) Wuxi Lead Intelligent Equipment Co.Ltd(300450) : the company’s orders are expected to continue to increase Jiangsu Hengli Hydraulic Co.Ltd(601100) : the company’s new products and new markets have entered a period of rapid improvement in revenue and profitability Sany Heavy Industry Co.Ltd(600031) : excavators and pump trucks with high gross profit margin have recovered strongly, and their market share has increased rapidly Shenzhen S.C New Energy Technology Corporation(300724) : a leading manufacturer of battery chip equipment, benefiting from perc’s efficient capacity expansion Quick Intelligent Equipment Co.Ltd(603203) : benefit from the 3C uplink cycle brought by 5g Zhejiang Jiecang Linear Motion Technology Co.Ltd(603583) ：
Benefit from the electrification of global consumption and build a grid electric drive platform.
Risk tip: slowdown in fixed asset investment, tightening of credit policy and potential trade protectionism.
