Automation and intelligence are the long-term driving forces for the development of the manufacturing industry, and the high-end equipment industry welcomes new opportunities for the development of the times
With the help of emerging technologies such as the Internet of things, big data and artificial intelligence, the global manufacturing industry is moving from automation to intelligence. Automation and intelligence are the only way for manufacturing power. Affected by the covid-19 epidemic and the renewed tension between China and the United States, protecting the security and stability of the supply chain has become an important issue of concern to Chinese executives and Chinese enterprises, which provides a once-in-a-lifetime historical opportunity for excellent Chinese enterprises with domestic substitution ability. They rely on a certain absolute cost advantage and their comparative advantages in technology, production capacity and after-sales, Quickly prove themselves and consolidate their position in the industrial chain. In addition, China is at the forefront of the world in the development of emerging fields such as photovoltaic and new energy vehicles. Relying on the advantages of localization of downstream markets and synchronization of industrial development, China’s high-end equipment industry has improved and taken the lead in improvement, and has achieved overtaking in curves and leading technology in the world.
General automation: the long-term development trend is good, and the cutting tool industry is the first
The consumption scale of China’s cutting tool market continues to grow, and domestic substitution is accelerating. China’s Cemented Carbide CNC cutting tool enterprises are actively expanding production, seizing the market opportunity, and are expected to achieve excellent performance in the follow-up; It is suggested to pay attention to China Tungsten And Hightech Materials Co.Ltd(000657) as the leading CNC tool enterprise integrating the industrial chain and Oke Precision Cutting Tools Co.Ltd(688308) and Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) as high-quality CNC tool enterprises with rapid expansion of production capacity. Other suggestions: Industrial Siasun Robot&Automation Co.Ltd(300024) faucet Estun Automation Co.Ltd(002747) , Efort Intelligent Equipment Co.Ltd(688165) and system integration faucet Guangdong Topstar Technology Co.Ltd(300607) ; Fiber laser faucet Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) and laser cutting control system faucet Shanghai Friendess Electronic Technology Corporation Limited(688188) ; Industrial control servo faucet Shenzhen Inovance Technology Co.Ltd(300124) ; Forklift industry leader Anhui Heli Co.Ltd(600761) , Hangcha Group Co.Ltd(603298) .
Special automation: focus on high prosperity track
(1) Lithium battery equipment: promoting “double carbon” in the world In this context, the penetration rate of trams in major economies is expected to continue to increase, bringing incremental demand for power batteries. Power battery enterprises at home and abroad are vigorously expanding their production. According to the statistics of starting point lithium battery, the planned production capacity of 21 battery enterprises has exceeded 3twh, which is expected to continue to release the demand for lithium battery equipment. GGII predicts that the market scale of new lithium battery cell manufacturing equipment in China will reach 52 billion yuan in 2025. It is recommended to pay attention to the global leader of lithium battery equipment Wuxi Lead Intelligent Equipment Co.Ltd(300450) ; Rear lithium battery equipment faucet Zhejiang Hangke Technology Incorporated Company(688006) ; Lithium welding equipment faucet Shenzhen United Winners Laser Co.Ltd(688518) ; Pull can equipment faucet Suzhou Slac Precision Equipment Co.Ltd(300382) manufactured by cutting into the battery shell.
(2) Photovoltaic equipment: photovoltaic, as the most competitive power, has broad long-term development space and is expected to drive huge equipment investment demand. At present, the expansion of silicon wafer end production continues. In addition to silicon wafer end leaders such as Zhonghuan and Longji, Wuxi Shangji Automation Co.Ltd(603185) , Jingke and other enterprises also actively layout silicon wafer end. It is suggested to focus on single crystal furnace leader Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) 。 In other links, it is suggested to pay attention to the leading Kbc Corporation Ltd(688598) and Beijing Tianyishangjia New Material Corp.Ltd(688033) of carbon thermal field materials with rapid production expansion. It is recommended to pay attention to the leading Suzhou Maxwell Technologies Co.Ltd(300751) of the whole line equipment supplier of hjt and Shenzhen S.C New Energy Technology Corporation(300724) of the battery equipment supplier of hjt and TOPCON. It is recommended to pay attention to Wuxi Autowell Technology Co.Ltd(688516) and Yingkou Jinchen Machinery Co.Ltd(603396) in the component link.
(3) Semiconductor equipment: due to the growth in the output of new energy vehicles, the demand for automotive chips is strong, the capacity of wafer factories is tight, and the demand for expansion is strong. Semiconductor equipment is the largest investment in wafer manufacturing plants, accounting for about 75-80% of the total investment. The construction of wafer factory capacity expansion projects has brought a large demand for semiconductor equipment. Some Chinese semiconductor special equipment enterprises have gone through ten years With more than years of technology R & D and accumulation, it is expected to realize import substitution in the next round of expansion. It is suggested to pay attention to Naura Technology Group Co.Ltd(002371) , Advanced Micro-Fabrication Equipment Inc.China(688012) , Hangzhou Chang Chuan Technology Co.Ltd(300604) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Pnc Process Systems Co.Ltd(603690) , etc.
(4) Oil service equipment: due to the obvious recovery of oil price, the cash flow of oil companies is more abundant, and the capital expenditure capacity is improved in 2022. Due to policy support, the improvement of development technology and abundant reserves, China’s shale gas development market is in the stage of rapid development, and the investment opportunities in subdivided fields deserve attention. It is suggested to pay attention to China’s private oil service leading enterprises Yantai Jereh Oilfield Services Group Co.Ltd(002353) .
Risk statement
The growth rate of fixed asset investment declined; Intensified market competition; The risk of repeated outbreaks.
