Securities Times Online News, Guokai Securities pointed out that power battery enterprises have strong willingness to expand production, promoting the high prosperity of lithium battery equipment industry. Under the background of carbon neutrality, the global new energy vehicle market will still maintain rapid development in the future. Based on the expectation of future power battery demand growth and the internal demands of enterprises to further improve their core competitiveness through scale effect, leading battery enterprises currently have a strong desire to expand production, which will continue to be good for the lithium battery equipment industry. From the third quarterly report of 2021, the orders in hand of the industry as a whole are in good condition, providing guarantee for the performance growth of the sector. In this round of production expansion, the head battery manufacturers have made greater efforts to expand production, and the enterprises deeply bound with key customers have more growth space. It is recommended to pay attention to Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Guangdong Lyric Robot Automation Co.Ltd(688499) .
(Securities Times)
