Core portfolio: Sany Heavy Industry Co.Ltd(600031) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Suzhou Maxwell Technologies Co.Ltd(300751) , Iray Technology Company Limited(688301) , Shanghai Friendess Electronic Technology Corporation Limited(688188) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Centre Testing International Group Co.Ltd(300012) .
Key combination of key combination of key combinations: combiningthe combination of a combination of the following key combination of the combination of the Hefei Meiya Optoelectronic Technology Inc(002690) , Jiangsu Liance Electromechanical Technology Co.Ltd(688113) .
Special topic of this week: special topic of this week: market analysis of high clean application materials, paper aluminum plastic composite aseptic packaging materials and liquid food packaging machinery. According to the demand range of liquid milk and non carbonated drinks in the aseptic packaging materials market in 19 years, the market space in the field of liquid aseptic packaging materials is about 32.06 billion, Assuming that the Chinese market composition is consistent with Tetra Pak, it is estimated that the market space of sterile packaging equipment is about 39.042 billion yuan. In total, the market space of liquid sterile packaging is about 71.102 billion yuan. Since 2021, the large amount of investment and construction of wafer factories and the rapid rise of business demand of semiconductor equipment manufacturers have jointly expanded the market space of high-purity materials in the semiconductor field. The market of Chinese mainland market is 510 million to 850 million dollars, and the market of semiconductor high cleanliness application material industry is about 50 billion yuan.
General automation: it is suggested to pay attention to: Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) , Shanghai Friendess Electronic Technology Corporation Limited(688188) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) .
Lithium battery equipment: the beneficiaries include Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , Guangdong Lyric Robot Automation Co.Ltd(688499) , Fujian Nebula Electronics.Ltd(300648) , Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shenzhen Yinghe Technology Co.Ltd(300457) , etc.
Photovoltaic equipment: it is suggested to pay attention to: Wuhan Dr Laser Technology Corp.Ltd(300776) , Suzhou Maxwell Technologies Co.Ltd(300751) , Yingkou Jinchen Machinery Co.Ltd(603396) .
Construction machinery: according to CME observation, the same ratio of excavator sales in July is about - 20%; according to CME observation, the same ratio of excavator sales in July is about - 20%; in July 2021, the estimated sales volume of excavator industry in China market is 13000 units, with a year-on-year increase of about - 20%; the estimated sales volume in export market is 5500 units, with a year-on-year increase of about 92.51%. Investment suggestion: focus on the leader α， Continue to recommend Sany Heavy Industry Co.Ltd(600031) , Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Yantai Eddie Precision Machinery Co.Ltd(603638) .
Risk warning: perc efficiency breakthrough, hjt cost reduction less than expected; Downstream investment is less than expected; Industry competition intensifies; Price fluctuation of raw materials; The calculation in this report is subjective and for reference only.
