New on Monday: 1) in the first two months, the added value of industries above Designated Size actually increased by 7.5% year-on-year, and 38 industries in 41 industry categories maintained year-on-year growth. Electrical machinery and equipment manufacturing, computer, communication and other electronic equipment manufacturing, coal mining and washing, and special equipment manufacturing performed well. 2) High efficiency battery technology competes with others and pays attention to the flexible release of equipment manufacturers’ orders. During the year, the pace of production expansion of high-efficiency battery technologies such as TOPCON, hjt and HPBC accelerated, and favorable data of production line appeared frequently. We believe that the equipment manufacturers who lay out the high-efficiency battery technology path have high order flexibility. We suggest paying attention to the continuous release of photovoltaic orders such as Suzhou Maxwell Technologies Co.Ltd(300751) and Guangdong Golden Glass Technologies Limited(300093) and Wuhan Dr Laser Technology Corp.Ltd(300776) laser transfer verification data and head customer orders, the continuous release of photovoltaic orders such as Wuxi Autowell Technology Co.Ltd(688516) series welding machines and the release of batch orders of semiconductor bonding machines from the mass production data of Guangdong Golden Glass Technologies Limited(300093) microcrystalline PECVD, And the release of Qingdao Gaoce Technology Co.Ltd(688556) chip OEM performance and the progress of hjt half bar sheet cutting of the company.
Industry and company trends this week: 1) photovoltaic equipment: the prices of batteries and modules rose this week Suzhou Maxwell Technologies Co.Ltd(300751) United sundrive uses mass production process to achieve 26.07% conversion efficiency on full-size single crystal hjt battery Wuxi Autowell Technology Co.Ltd(688516) won the order of series welding machine and dicing machine of 140 million TOPCON project of Jingke energy. 2) Semiconductor equipment: 109 sets of process equipment were opened at major wafer factories in China this week. Domestic manufacturers Naura Technology Group Co.Ltd(002371) , Hefei Kewell Power System Co.Ltd(688551) , Shandong Yuexin and jimsy made some gains, and the revenue of Pnc Process Systems Co.Ltd(603690) 1-february increased by more than 388% year-on-year. 3) Lithium battery equipment: the EU has officially passed the “carbon tariff”. China Shipbuilding Industry Group Power Co.Ltd(600482) battery enterprises, including Contemporary Amperex Technology Co.Limited(300750) and vision power, have begun to focus on strengthening carbon emission reduction in the production and manufacturing of power batteries. 4) Oil service: Petrochina Company Limited(601857) will organize and promote the construction of 3 million tons of CCUs large-scale application demonstration project to help oil enterprises directly reduce carbon dioxide emissions. 5) Laser and automation: Shanghai Friendess Electronic Technology Corporation Limited(688188) will launch a secondary development platform in 2022, providing standard API interfaces for CAD, cam, NC and other functions. It will also provide industry-specific expansion kits for the laser industry, such as process, height adjustment, intelligent hardware, application scheme and so on. 6) Sewing equipment: the industrial brain of sewing equipment was launched in Zhejiang Province, becoming one of the first batch of industrial brains launched in the province. The Internet of things of sewing equipment industry has been promoted rapidly.
The core target of this week’s portfolio of the core of the week’s portfolio: it’s recommended to focus on the growth track with a high boom, and the periodic sector investment opportunities with high elasticity and upward infleinfleinfleturning points, and the periodic sector with high resilience and upward infleturning points, and the periodic sector with high resilience, turning points and upward turning points. It’s recommended to focus on the growth track with a high boom, and the periodic sector with high resilience, and cyclical sector with high resilience, and periodic sector with high resilience, turning points upward, turning points, turning points, and turning points. Oil service sector recommends [ Shenzhen Xinyichang Technology Co.Ltd(688383) 7777 [ Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) ], recommended for general automation [ Shenzhen Inovance Technology Co.Ltd(300124) ], it is suggested to pay attention to [ China Cssc Holdings Limited(600150) ].
Risk tips: 1. The production expansion progress of lithium battery manufacturers is less than expected; 2. The recovery of the shipbuilding industry is less than expected; 3. The business growth of the recommended company is less than expected.
