Sector performance: from the horizontal comparison of various industries, in the 14th week of 2022 (from April 6, 2022 to April 8, 2022), the cumulative excess return of the mechanical equipment industry relative to the Shanghai composite index was negative, ranking 18th among all industries, and the cumulative excess return of the week was – 0.09%. From 2022 to now, the annual cumulative excess return of mechanical equipment industry is – 9.55%.
Lithium battery equipment: the battery plant continues to expand production, and the Byd Company Limited(002594) annual output of 22gwh new energy blade battery project is settled in Xianju Contemporary Amperex Technology Co.Limited(300750) German factory obtains 8gwh cell production license. 1) Byd Company Limited(002594) annual 22GWh new energy blade battery project settled in Xianju: according to the official account of WeChat public issued by Taizhou, in the afternoon of April 3rd, Taizhou and Xianju signed a strategic cooperation agreement with Byd Company Limited(002594) , with an annual output of 22GWh, the new energy blade battery project settled in Xianju. Milepost): Contemporary Amperex Technology Co.Limited(300750) ) the German factory has obtained the license for 8GWh electric core production: according to official WeChat official account of CATL Contemporary Amperex Technology Co.Limited(300750) , in April 4th, the first overseas factory in Contemporary Amperex Technology Co.Limited(300750) , Thuringia, Germany, officially obtained the 8GWh core capacity approval, marking the milestone of Contemporary Amperex Technology Co.Limited(300750) in the global layout.
Photovoltaic equipment: Shuangliang Eco-Energy Systems Co.Ltd(600481) plans to sign the cooperation framework agreement of Baotou photovoltaic module project, and Qingdao Gaoce Technology Co.Ltd(688556) 10gw large silicon wafer project is officially signed. 1) According to Shuangliang Eco-Energy Systems Co.Ltd(600481) “cooperation framework agreement on foreign investment and proposed signing of Baotou photovoltaic module project”, the company plans to invest a total of 5 billion yuan in Baotou rare earth high tech Zone to build 20GW high-efficiency photovoltaic module project, which will be implemented by stages. The total investment of phase I 5GW photovoltaic module project is expected to be 1.5 billion yuan and the construction period is two years. The subsequent 15gw capacity construction will be gradually implemented and completed according to the product market conditions after the start of phase I project. 2) According to Qingdao Gaoce Technology Co.Ltd(688556) the announcement on signing the investment agreement on Jianhu (phase II) 10GW photovoltaic large silicon wafer project, the company signed an investment agreement with the Management Committee of Jianhu high tech Industrial Development Zone in Jiangsu Province, and reached a cooperation intention on the company’s investment and construction of Jianhu (phase II) 10GW photovoltaic large silicon wafer project in Jianhu County, Yancheng City, Jiangsu Province. The total investment of the project is expected to be RMB 70 million.
Construction machinery: according to Pang Yuan leasing public official account, the second week of April Pang Yuan lease index weekly 928, lower than the same period in previous years. The five week line, half year line and annual line are 874, 929 and 991 respectively.
Recommended targets this week: Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Sany Heavy Industry Co.Ltd(600031) , Quick Intelligent Equipment Co.Ltd(603203) , Shenzhen S.C New Energy Technology Corporation(300724) , Zhejiang Jiecang Linear Motion Technology Co.Ltd(603583) , Zhejiang Dingli Machinery Co.Ltd(603338) Wuxi Lead Intelligent Equipment Co.Ltd(300450) : the company’s orders are expected to continue to increase Jiangsu Hengli Hydraulic Co.Ltd(601100) : the company’s new products and new markets have entered a period of rapid improvement in revenue and profitability Sany Heavy Industry Co.Ltd(600031) : excavators and pump trucks with high gross profit margin have recovered strongly, and their market share has increased rapidly Shenzhen S.C New Energy Technology Corporation(300724) : a leading manufacturer of battery chip equipment, benefiting from perc’s efficient capacity expansion Quick Intelligent Equipment Co.Ltd(603203) : benefit from the 3C uplink cycle brought by 5g Zhejiang Jiecang Linear Motion Technology Co.Ltd(603583) ：
Benefit from the electrification of global consumption and build a grid electric drive platform.
Risk tip: slowdown in fixed asset investment, tightening of credit policy and potential trade protectionism.
