Last week, the mechanical equipment index fell 0.18%, the Shanghai and Shenzhen 300 index rose 3.14%, and the gem index fell 0.34%. Mechanical equipment ranked 21st in all 28 industries. This week’s view
The central economic work conference emphasizes the scientific assessment of double carbon work, which is expected to accelerate the process of energy structure adjustment. The central economic work conference was held in Beijing from December 8 to 10. The conference called for a correct understanding and grasp of carbon peaking and carbon neutralization. It is necessary to conduct scientific assessment, exclude the new renewable energy and raw material energy from the total energy consumption control, create conditions to realize the transformation from “double control” of energy consumption to “double control” of total carbon emission and intensity as soon as possible, accelerate the formation of an incentive and restraint mechanism for reducing pollution and carbon, and prevent simple layer by layer decomposition. We should further promote the energy revolution and accelerate the construction of an energy power.
Semiconductor equipment: innosecco successfully imported ASML lithography machine, and Shanghai Sheng Jian Environment Technology Co.Ltd(603324) plans to invest 600 million yuan in the construction of domestic semiconductor process auxiliary equipment and key parts. On December 8, Innoseco (Zhuhai) Technology Co., Ltd. held a celebration for the successful introduction of ASML lithography machine into the 8-inch silicon-based gallium nitride mass production line. At the beginning of this year, innosecco and ASML reached an agreement on bulk purchase of high-capacity i-line and KrF lithography machines for manufacturing advanced silicon-based gallium nitride power devices. Innosecco CEO sun Zaiheng introduced that innosecco introduced ASML lithography in the second quarter of this year The lithography machine improved the lithography process window, further improved the production capacity and production line yield, then realized trial production in just three months, and finally entered the formal mass production stage in October. Shengmei Shanghai, Advanced Micro-Fabrication Equipment Inc.China(688012) , Naura Technology Group Co.Ltd(002371) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Wuhan Jingce Electronic Group Co.Ltd(300567) , Kingsemi Co.Ltd(688037) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Shanghai Wanye Enterprises Co.Ltd(600641) , Suzhou Maxwell Technologies Co.Ltd(300751) , and Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) , Thinkon Semiconductor Jinzhou Corp(688233) , Gl Tech Co.Ltd(300480) are recommended.
Wind power equipment: the wind power installed capacity is expected to increase significantly during the 14th five year plan, and the parts and main engine leaders continue to benefit. The national energy administration has approved the regional offshore wind power planning of 7.5GW in Guangxi, including 1.8gw in the area under regional management and 1.2gw outside the area under regional management, and strive to complete the grid connection in 2025. According to our incomplete statistics, the provinces that have issued the 14th five year plan for sea breeze include Guangdong 17gw, Jiangsu 9.1gw, Zhejiang about 4.5gw and Guangxi 3gw, totaling more than 33gw. In the follow-up, Fujian, a major sea breeze Province, and Shandong, a major energy province, will also successively plan and issue plans. The scale of new sea breeze in the 14th five year plan is expected to be close to 45gw. Since the beginning of this year, the wind power bidding volume has been significantly higher than that in the same period last year. According to the performance demonstration materials of Xinjiang Goldwind Science And Technology Co.Ltd(002202) , 41.9gw of new bidding volume was added in China’s wind power open bidding market in the first three quarters of 2021, a year-on-year increase of 115.1%. The wind power industry is in the stage of rapid development. At present, the land wind has achieved parity, the large-scale sea wind continues to reduce costs and parity is imminent, and the leaders in all links will continue to benefit. It is recommended to pay attention to Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Dajin Heavy Industry Co.Ltd(002487) , Ming Yang Smart Energy Group Limited(601615) , etc.
Photovoltaic equipment: Guangdong Golden Glass Technologies Limited(300093) heterojunction battery production line equipment entered the plant smoothly, and hjt industrialization project continued to accelerate. On December 7, Guangdong Golden Glass Technologies Limited(300093) the first heterojunction battery production line was officially installed in the factory. The production line is an automatic production line with a new concept, integrating chain annealing impurity absorption, front half chip process, intelligent manufacturing and other technologies to realize the whole process data tracking and process self-control of single silicon wafer. Hjt3 independently developed by Maiwei is selected as the equipment for the four links 0 equipment, which has the characteristics of large size, half piece and flake. Especially in the two key equipment of PECVD and PVD, there is no driving in the whole process, and supports continuous coating, which can effectively reduce the cost and improve the conversion efficiency. It is expected to be fully put into production at the beginning of next 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 120gw. It is recommended to pay attention to the core equipment manufacturers with leading layout and dominant technology on hjt. Suzhou Maxwell Technologies Co.Ltd(300751) , Shenzhen S.C New Energy Technology Corporation(300724) are recommended.
Lithium battery equipment: the sales volume of new energy vehicles has maintained rapid growth, and honeycomb energy has increased the planned production capacity to 600gwh in 2025, which is good for lithium battery equipment. According to the statistics of China Automobile Association, the whole Shanxi Guoxin Energy Corporation Limited(600617) vehicle sales volume was 450000 units in November 2021, with a year-on-year increase of 121.1% and a penetration rate of 17.84%; From January to November, the cumulative sales volume was 2.99 million, an increase of 166.8%, and the penetration rate reached 12.90%. On December 8, the second battery day press conference of honeycomb energy with the theme of “bee speed” creating the future “was held in Changzhou, Jiangsu Province. At the press conference, honeycomb energy released the leading bee” 600 “strategy and four support strategies for 2025, and announced that the company’s global production capacity planning goal in 2025 was increased to 600gwh. According to our incomplete statistics, the capacity of mainstream manufacturers in China is expected to exceed 1twh by 2025, including catl’s planned capacity of more than 700gwh, Byd Company Limited(002594) planned capacity of more than 180gwh and honeycomb energy’s planned capacity of 600gw. 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
Key recommended combinations: shengmei Shanghai, Advanced Micro-Fabrication Equipment Inc.China(688012) , Naura Technology Group Co.Ltd(002371) , Shanghai Wanye Enterprises Co.Ltd(600641) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Wuhan Jingce Electronic Group Co.Ltd(300567) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Kingsemi Co.Ltd(688037) ; Wuxi Lead Intelligent Equipment Co.Ltd(300450) 、 Zhejiang Hangke Technology Incorporated Company(688006) 、 Shanghai Sk Automation Technology Co.Ltd(688155) ； Suzhou Maxwell Technologies Co.Ltd(300751) 、 Shenzhen S.C New Energy Technology Corporation(300724) ； 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) ；
It is suggested to focus on the following subjects: Zhejiang Dingli Machinery Co.Ltd(603338) , Shaanxi Construction Machinery Co.Ltd(600984) , Guangxi Liugong Machinery Co.Ltd(000528) , Luoyang Xinqianglian Slewing Bearings Co.Ltd(300850) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Dajin Heavy Industry Co.Ltd(002487) , Ming Yang Smart Energy Group Limited(601615)
Risk statement
Risk warning: the impact of epidemic situation exceeds expectations; Infrastructure and real estate investment is less than expected; Manufacturing investment is less than expected; Policies fail to meet expectations; The localization process of semiconductor equipment has slowed down and price competition has intensified.
