Lithium devices, semiconductor devices, panel devices, panel devices, photovoltaic devices, panel devices, panel devices, panel devices, photovoltaic devices, and tools, among which to highlight lithium devices, semiconductor devices, panel devices, photovoltaic devices, and knives: the Wuxi Lead Intelligent Equipment Co.Ltd(300450) devices, and so on: 3535 ), China National Electric Apparatus Research Institute Co.Ltd(688128) ( China National Electric Apparatus Research Institute Co.Ltd(688128) ), Shenzhen Xinyichang Technology Co.Ltd(688383) ( Shenzhen Xinyichang Technology Co.Ltd(688383) ), Hunan Baili Engineering Sci & Tech Co.Ltd(603959) ( Hunan Baili Engineering Sci & Tech Co.Ltd(603959) ), Wuhan Dr Laser Technology Corp.Ltd(300776) ( Wuhan Dr Laser Technology Corp.Ltd(300776) ), Shenzhen United Winners Laser Co.Ltd(688518) ( Shenzhen United Winners Laser Co.Ltd(688518) ) Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) ( Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) ), China Tungsten And Hightech Materials Co.Ltd(000657) ( China Tungsten And Hightech Materials Co.Ltd(000657) ), Oke Precision Cutting Tools Co.Ltd(688308) ( Oke Precision Cutting Tools Co.Ltd(688308) ), Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) ( Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) ), Shareate Tools Ltd(688257) ( Shareate Tools Ltd(688257) ), Shuangliang Eco-Energy Systems Co.Ltd(600481) ( Shuangliang Eco-Energy Systems Co.Ltd(600481) ), etc.
Key industry trends: the production expansion of lithium battery industry is accelerating, and the hydrogen energy industry is expected to meet the development opportunities. 1) On March 24, Saic Motor Corporation Limited(600104) and Qingshan group jointly established the cooperation agreement and investment agreement on the project of power battery cell and system with an annual output of 20gwh of xep and xep, which was officially signed in Liuzhou, Guangxi. Lithium battery industry is expected to further expand capacity. 2) In order to promote the standardized, orderly and high-quality development of hydrogen energy industry, with the consent of the State Council, the national development and Reform Commission and the National Energy Administration jointly issued the medium and long term plan for the development of hydrogen energy industry (20212035), which proposed to orderly promote the demonstration application in the field of transportation, focus on promoting the application of medium and heavy vehicles of hydrogen fuel cells in combination with the development characteristics of road transportation industry, and orderly expand the application space of passenger and cargo vehicles market of new energy such as hydrogen fuel cells. We suggest paying attention to investment opportunities in hydrogen related industrial chains.
Key recommendation: Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) – firmly optimistic about the development of probe business, and the layout of the bottom position is strongly recommended. 1) The company plans to raise funds through fixed increase to expand wafer test probe and substrate level probe projects. According to the prediction of VLSI research, the global probe market will reach US $2.741 billion in 2025, and the probe market in China will reach RMB 3.283 billion. MEMS wafer test probes have accounted for about 60% of the probe market. The vast majority of the global wafer probe card market is occupied by foreign enterprises, with large import substitution space. 2) MEMS business continues to grow, with fine metal processing capacity and strong expansibility. The company has established a competitive advantage in the field of acoustic MEMS. In 2021h1, the revenue of MEMS fine parts of the company increased by about 34.9% year-on-year, and is expected to continue to grow in the future; In the long run, the company’s fine metal processing capacity can be expanded. According to the company’s announcement, it is expected to expand to the medical field, industrial connectors, new energy vehicles and other fields in the future, with long-term growth space.
Investment suggestions: 1) lithium battery detection has become a new growth point of machine vision, focusing on the whole industry layout enterprise Opt Machine Vision Tech Co.Ltd(688686) . 2) , , 35. 3) Focus on high-quality panel equipment enterprises Suzhou Hyc Technology Co.Ltd(688001) , Shenzhen Xinyichang Technology Co.Ltd(688383) . 4) Pay attention to photovoltaic equipment companies and recommend Wuxi Autowell Technology Co.Ltd(688516) , Suzhou Maxwell Technologies Co.Ltd(300751) , Wuhan Dr Laser Technology Corp.Ltd(300776) . 5) 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) ; 6) Other concerns: Hunan Baili Engineering Sci & Tech Co.Ltd(603959) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Leader Harmonious Drive Systems Co.Ltd(688017) , Zhejiang Supcon Technology Co.Ltd(688777) , Shuangliang Eco-Energy Systems Co.Ltd(600481) , etc. (Note: Zhejiang Supcon Technology Co.Ltd(688777) , Wuxi Autowell Technology Co.Ltd(688516) are jointly covered by Huaxi machinery, computer and Dianxin teams respectively).
Risk tip: the fluctuation of economic growth increases; The order acquisition of relevant enterprises is less than expected.
