Recommend rehabilitation medical equipment, lithium battery equipment, semiconductor equipment, panel equipment, photovoltaic equipment, knives, etc.: Xiangyumedicalco.Ltd(688626) (688626), Wuxi Lead Intelligent Equipment Co.Ltd(300450) (300450), Suzhou Maxwell Technologies Co.Ltd(300751) (300751), Wuxi Autowell Technology Co.Ltd(688516) (688516), Shenzhen S.C New Energy Technology Corporation(300724) (300724), Opt Machine Vision Tech Co.Ltd(688686) (688686), Shanghai Friendess Electronic Technology Corporation Limited(688188) (688188), Zhejiang Hangke Technology Incorporated Company(688006) (688006) Guangdong Lyric Robot Automation Co.Ltd(688499) (688499), China National Electric Apparatus Research Institute Co.Ltd(688128) (688128), Shenzhen Xinyichang Technology Co.Ltd(688383) (688383), Hunan Baili Engineering Sci & Tech Co.Ltd(603959) (603959), Wuhan Dr Laser Technology Corp.Ltd(300776) (300776), Shenzhen United Winners Laser Co.Ltd(688518) (688518), Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) (688559), China Tungsten And Hightech Materials Co.Ltd(000657) (000657), Oke Precision Cutting Tools Co.Ltd(688308) (688308), Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) (688059), Shareate Tools Ltd(688257) (688257), etc.
Key industry trends: Contemporary Amperex Technology Co.Limited(300750) overweight overseas capacity construction, Suzhou Maxwell Technologies Co.Ltd(300751) launched steel plate printing technology. 1) In order to sell battery products to Germany, Contemporary Amperex Technology Co.Limited(300750) plans to invest 2 billion euros (about 14.4 billion yuan) to build a factory in Poland, which is expected to further consolidate Contemporary Amperex Technology Co.Limited(300750) ‘s leading position in the world. 2) recently, Suzhou Maxwell Technologies Co.Ltd(300751) launched an innovative technology on Cecep Solar Energy Co.Ltd(000591) battery screen printing – full opening Cecep Solar Energy Co.Ltd(000591) Battery steel plate printing technology. As the key material for battery metallization, the cost of silver paste accounts for a very high proportion of the cost of hjt battery. The height width ratio of grid line is more than 50%, 26 microns wide and 13-14 microns high. Under the condition of manufacturing batteries with the same efficiency, about 20% silver paste can be saved. We are optimistic about the investment opportunities of equipment enterprises in the process of hjt accelerating penetration.
Key recommendation: Shenzhen United Winners Laser Co.Ltd(688518) – power lithium battery welding equipment leader, with high performance elasticity. 1) As a long-term partner of power battery leader Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) , the company is expected to achieve leapfrog growth, with strong certainty of order growth. 2) The implementation of standardization and the gradual increase of per capita output value contribute to the improvement of the company’s gross profit margin and net profit margin. 3) In order to match the growth rate of orders, personnel production expansion has been maintained. 4) The company’s laser self-made rate is expected to continue to improve, further contributing to the improvement of profitability.
Investment suggestions: 1) recommend the leader of rehabilitation medical equipment Xiangyumedicalco.Ltd(688626) . 2) Lithium battery detection has become a new growth point of machine vision, focusing on the layout of enterprises in the whole industry Opt Machine Vision Tech Co.Ltd(688686) . 3) There is a large downstream space for lithium battery equipment, 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) . 4) Focus on high-quality panel equipment enterprises Suzhou Hyc Technology Co.Ltd(688001) , Shenzhen Xinyichang Technology Co.Ltd(688383) . 5) The laser cutting control system faucet Shanghai Friendess Electronic Technology Corporation Limited(688188) is recommended. 6) Hjt is expected to become the next generation of mainstream battery technology, and Suzhou Maxwell Technologies Co.Ltd(300751) is recommended. 7) 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) ; 8) Other concerns: Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Leader Harmonious Drive Systems Co.Ltd(688017) , Zhejiang Supcon Technology Co.Ltd(688777) , Wuhan Dr Laser Technology Corp.Ltd(300776) , etc. (Note: Xiangyumedicalco.Ltd(688626) , Shanghai Friendess Electronic Technology Corporation Limited(688188) are jointly covered by Huaxi machinery, medicine and small and medium-sized teams respectively).
Risk tip: the fluctuation of economic growth increases; The order acquisition of relevant enterprises is less than expected.
