Market Review
In the current period (from December 27 to December 31), the CSI 300 rose by 5.9%, and the machinery sector fell by 11.0%, ranking 18 among the 28 Shenwan industries. In terms of industry segments, industry Siasun Robot&Automation Co.Ltd(300024) increased the most, up 6.4%; Plastic processing machinery fell the most, down 5.7%.
This week’s view
We are optimistic about the vigorous development of Siasun Robot&Automation Co.Ltd(300024) industry during the 14th Five Year Plan period.
On December 28, the “14th five year plan” Siasun Robot&Automation Co.Ltd(300024) Industrial Development Plan “jointly issued by the Ministry of industry and information technology, the national development and Reform Commission and other 15 departments proposed that by 2025, China will become a global Siasun Robot&Automation Co.Ltd(300024) technological innovation strategy source, high-end manufacturing cluster and new highland of integrated application, and the average annual growth of Siasun Robot&Automation Co.Ltd(300024) industrial operating revenue will exceed 20%, The Siasun Robot&Automation Co.Ltd(300024) density of manufacturing industry has doubled (in 2020, the operating revenue of Siasun Robot&Automation Co.Ltd(300024) industry will exceed 100 billion yuan, and the Siasun Robot&Automation Co.Ltd(300024) density of manufacturing industry will be 246 sets / 10000 people, nearly twice the global average). The main tasks during the 14th Five Year Plan period are as follows: 1) improve industrial innovation ability and strengthen Siasun Robot&Automation Co.Ltd(300024) key core technology research; 2) Supplement the short board of industrial development and improve the level of Siasun Robot&Automation Co.Ltd(300024) key parts; 3) Gather advantageous resources and promote the development of high-end Siasun Robot&Automation Co.Ltd(300024) products; 4) Expand the depth and breadth of application and implement ” Siasun Robot&Automation Co.Ltd(300024) +” application action; 5) Optimize the industrial structure, create a number of specialized and new “little giant” enterprises, support collaborative innovation in the upstream, middle and downstream of the industrial chain and the financing development of large, medium and small enterprises, and promote the diversification of the supply chain of the Siasun Robot&Automation Co.Ltd(300024) industrial chain. During the 14th Five Year Plan period, we are optimistic about the vigorous development of industrial Siasun Robot&Automation Co.Ltd(300024) and service Siasun Robot&Automation Co.Ltd(300024) industries.
Investment suggestions:
Facing the needs of industrial transformation and consumption upgrading during the 14th Five Year Plan period, we mainly recommend industrial Siasun Robot&Automation Co.Ltd(300024) targets: Estun Automation Co.Ltd(002747) , Efort Intelligent Equipment Co.Ltd(688165) , Zhejiang Shuanghuan Driveline Co.Ltd(002472) , Leader Harmonious Drive Systems Co.Ltd(688017) , Shenzhen Inovance Technology Co.Ltd(300124) , service Siasun Robot&Automation Co.Ltd(300024) targets: Ecovacs Robotics Co.Ltd(603486) , Beijing Roborock Technology Co.Ltd(688169) , No. 9 company, Tinavi Medical Technologies Co.Ltd(688277) !
Risk statement
Macroeconomic fluctuations, external demand fluctuations.
