The lithium devices, semiconductor devices, panel devices, panel devices, photovoltaic devices, panel devices, panel devices, photovoltaic devices, and tools, among which: leading intelligence ( Wuxi Lead Intelligent Equipment Co.Ltd(300450) ), maito shares ( Suzhou Maxwell Technologies Co.Ltd(300751) ), altwell ( Wuxi Autowell Technology Co.Ltd(688516) ), Wuxi Autowell Technology Co.Ltd(688516) ( Wuxi Autowell Technology Co.Ltd(688516) ), Shenzhen S.C New Energy Technology Corporation(300724) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\tobeat \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\ ( Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) ), Shareate Tools Ltd(688257) ( Shareate Tools Ltd(688257) ), etc.
Key industry trends: the implementation plan for the development of new energy storage in the 14th five year plan was officially issued, and 4680 batteries gradually entered the stage of mass production. 1) The national development and Reform Commission and the energy administration have issued a notice on the implementation plan for the development of new energy storage in the 14th five year plan. The plan proposes that by 2025, new energy storage will enter the stage of large-scale development from the initial stage of commercialization and have the conditions for large-scale commercialization. Among them, the performance of electrochemical energy storage technology is further improved, and the system cost is reduced by more than 30%. 2) Tesla announced on social media that the pilot plant in California produced 1 million 4680 batteries in January, marking the formal entry of 4680 batteries into mass production. The new battery will be installed on the model y produced in Texas and will be delivered in the near future.
Key recommendations: Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) – firmly optimistic about the development of probe business, and the bottom position continues to strongly recommend layout. 1) The company plans to raise funds through fixed increase to expand wafer test probe and substrate level probe projects. According to the prediction of VLSI research, the global probe market will reach US $2.741 billion in 2025, and the probe market in China will reach RMB 3.283 billion. MEMS wafer test probes have accounted for about 60% of the probe market. The vast majority of the global wafer probe card market is occupied by foreign enterprises, with large import substitution space. 2) MEMS business continues to grow, with fine metal processing capacity and strong expansibility. The company has established a competitive advantage in the field of acoustic MEMS. In 2021h1, the revenue of MEMS fine parts of the company increased by about 34.9% year-on-year, and is expected to continue to grow in the future; In the long run, the company’s fine metal processing capacity can be expanded. According to the company’s announcement, it is expected to expand to the medical field, industrial connectors, new energy vehicles and other fields in the future, with long-term growth space. 3) The company’s Q4 single quarter performance growth has declined, but with the rapid volume and penetration of semiconductor test probes in the client, the company will still maintain a rapid development momentum.
Investment suggestions: 1) lithium battery detection has become a new growth point of machine vision, focusing on the whole industry layout enterprise Opt Machine Vision Tech Co.Ltd(688686) . 2) The downstream space of lithium battery equipment is large, and the equipment company has strong certainty. It is recommended to Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Guangdong Lyric Robot Automation Co.Ltd(688499) , Zhejiang Hangke Technology Incorporated Company(688006) , China National Electric Apparatus Research Institute Co.Ltd(688128) , Shenzhen United Winners Laser Co.Ltd(688518) , Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) . 3) Focus on high-quality panel equipment enterprises Suzhou Hyc Technology Co.Ltd(688001) , Shenzhen Xinyichang Technology Co.Ltd(688383) . 4) Recommended laser cutting control system faucet Shanghai Friendess Electronic Technology Corporation Limited(688188) . 5) Pay attention to photovoltaic equipment companies and recommend Wuxi Autowell Technology Co.Ltd(688516) , Suzhou Maxwell Technologies Co.Ltd(300751) , Wuhan Dr Laser Technology Corp.Ltd(300776) . 6) Focus on high-quality tool enterprises China Tungsten And Hightech Materials Co.Ltd(000657) , Oke Precision Cutting Tools Co.Ltd(688308) , Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) , Shareate Tools Ltd(688257) ; 7) Other concerns: Hunan Baili Engineering Sci & Tech Co.Ltd(603959) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Leader Harmonious Drive Systems Co.Ltd(688017) , Zhejiang Supcon Technology Co.Ltd(688777) , etc. (Note: Shanghai Friendess Electronic Technology Corporation Limited(688188) , Zhejiang Supcon Technology Co.Ltd(688777) , Wuxi Autowell Technology Co.Ltd(688516) are jointly covered by Huaxi machinery, small and medium-sized disk, computer and power new teams respectively).
Risk tip: the fluctuation of economic growth increases; The order acquisition of relevant enterprises is less than expected
