Last week, the mechanical equipment index fell 2.18%, the Shanghai and Shenzhen 300 index fell 1.68%, and the gem index fell 3.75%. Machinery and equipment ranked 22nd in the rise and fall of all 28 industries.
This week’s view
The government work report is released, focusing on strengthening the core competitiveness of the manufacturing industry. The fifth session of the 13th National People’s Congress opened on the morning of March 5. Premier Li Keqiang delivered a government work report. The focus of this government work report is to deeply implement the innovation driven development strategy, consolidate and expand the foundation of the real economy and enhance the core competitiveness of the manufacturing industry. The report proposes to strengthen the implementation of the policy of adding and deducting R & D expenses, increase the proportion of adding and deducting scientific and technological small and medium-sized enterprises from 75% to 100%, and implement tax incentives for enterprises to invest in basic research; Focus on supporting the manufacturing industry and comprehensively solve the problem of tax rebate for retention in manufacturing, scientific research, technical services and other industries; Promote the upgrading of traditional industries and accelerate the development of advanced manufacturing clusters; Focus on cultivating “specialized and special new” enterprises; Promote the construction of a quality power and promote the industry to move towards medium and high-end.
Semiconductor equipment: the micro conductive nano IPO of ALD equipment manufacturer was accepted, and shengmei Shanghai deducted 111% of non-profit growth in 21 years. According to the official website of Kechuang board, the listing application of Jiangsu Weidao Nano Technology Co., Ltd. was accepted. With atomic layer deposition (ALD) technology as the core, it is mainly engaged in the R & D, production and sales of advanced micro and nano film deposition equipment, It is the first domestic equipment company in China to successfully apply mass-produced high-k atomic layer deposition equipment to the front production line of 28nm node integrated circuit manufacturing. According to the announcement of shengmei Shanghai, the revenue will reach 1.621 billion yuan in 2021, with a year-on-year increase of 61%; The net profit was 266 million yuan, a year-on-year increase of 35%; The non net profit deducted was 195 million yuan, a year-on-year increase of 111%. The high growth of the company’s operating performance is mainly due to the recognition of the differentiated advantages of the company’s products, the remarkable achievements of the customer internationalization strategy, and the recent batch orders also ensure the sufficient driving force for the growth of subsequent revenue. To recommend the recommendation of Shanghai for the beauty of the United States, the ‘ Wuhan Jingce Electronic Group Co.Ltd(300567) \\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\\, Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Konfoong Materials International Co.Ltd(300666) .
Wind power equipment: Inner Mongolia has released wind power related plans, and the development speed of wind power may far exceed expectations in the future. Recently, the Energy Bureau of Inner Mongolia Autonomous Region issued the renewable energy development plan of Inner Mongolia Autonomous Region during the 14th Five Year Plan period. It is planned that during the 14th Five Year Plan period, the installed capacity of renewable energy power generation in Inner Mongolia Autonomous Region will reach more than 135 million KW, including 89 million kw of wind power and 45 million kw of photovoltaic power. According to our incomplete statistics, the onshore wind power bidding volume in January exceeded 10GW, significantly higher than that in the same period of previous years. The annual bidding volume is worth looking forward to. At present, the wind power industry is in the stage of rapid development. Land wind has achieved parity, sea wind has continued to reduce costs and parity, and the leaders in all links will continue to benefit. Recommend Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , and pay attention to Haili wind power and Ningbo Orient Wires & Cables Co.Ltd(603606) .
Photovoltaic equipment: 3 Beijing Centergate Technologies (Holding) Co.Ltd(000931) 2gw heterojunction photovoltaic project module production line has been put into operation, and many enterprises have arranged heterojunctions to help accelerate the industrialization of heterojunctions. On February 25, Guangdong Golden Glass Technologies Limited(300093) announced that the company’s 1.2gw heterojunction photovoltaic project module production line has been put into operation, and the main products are large-size half piece high-efficiency Cecep Solar Energy Co.Ltd(000591) battery modules; All the cell production lines of heterojunction photovoltaic project have been installed and are in the stage of commissioning and production. It is expected to be completed and put into operation in March 2022. Wind power giant Ming Yang Smart Energy Group Limited(601615) 2 said on the interactive platform on February 18 that the equipment procurement of the company’s heterojunction photovoltaic cell project has been completed, and the construction has been started in Yancheng City, Jiangsu Province, and the heterojunction module project has been started in Xinyang City, Henan Province; At present, everything is progressing smoothly and is expected to be put into operation within this 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 130gw. It is suggested to pay attention to the core equipment manufacturers with leading layout and dominant technology on hjt. Recommend Suzhou Maxwell Technologies Co.Ltd(300751) , and pay attention to Wuxi Autowell Technology Co.Ltd(688516) .
Lithium battery equipment: at the beginning of 2022, the power battery is under intensive construction. It is suggested to pay attention to the order delivery of equipment manufacturers. According to the statistics of starting point lithium electric big data, since January, a number of projects including Contemporary Amperex Technology Co.Limited(300750) , China Innovation airlines, honeycomb energy, ski, Sunwoda Electronic Co.Ltd(300207) , vision power and other enterprises have started, with a total investment of more than 87 billion yuan, and it is expected that the new capacity will exceed 200 GWH. In addition, many projects such as China Innovation airlines, Byd Company Limited(002594) , Chuneng new energy and Chunlan have been signed, A new round of power battery production expansion war has been started. According to our incomplete statistics, the production capacity of Chinese manufacturers is expected to exceed 1twh by 2025, including catl’s planned production capacity of more than 700gwh, Byd Company Limited(002594) planned production capacity of more than 180gwh, and honeycomb energy’s planned production capacity of 600gw. Under the accelerated production expansion layout of battery manufacturers, the lithium battery equipment industry will fully benefit. Recommended Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shanghai Sk Automation Technology Co.Ltd(688155) .
Recommended combination
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It is suggested to focus on: Zhejiang Dingli Machinery Co.Ltd(603338) , Shaanxi Construction Machinery Co.Ltd(600984) , Guangxi Liugong Machinery Co.Ltd(000528) , Haili wind power, Ningbo Orient Wires & Cables Co.Ltd(603606) , Wuxi Autowell Technology Co.Ltd(688516) .
Risk tips
Risk warning: the impact of the epidemic exceeds expectations; The localization of semiconductor equipment has slowed down and price competition has intensified.
