Last week, the mechanical equipment index fell 1.03%, the Shanghai and Shenzhen 300 index fell 1.06%, and the gem index fell 3.64%. Mechanical equipment ranked 10th in all 28 industries.
This week’s view
Photovoltaic equipment: Suzhou Maxwell Technologies Co.Ltd(300751) jointly Cybrid Technologies Inc(603212) , successfully developed new high-efficiency heterojunction modules; Jinshi energy plans to jointly develop perovskite / heterojunction stacking technology with an efficiency of 28% Suzhou Maxwell Technologies Co.Ltd(300751) jointly with the manufacturer of packaging adhesive film Cybrid Technologies Inc(603212) , successfully developed a new high-efficiency heterojunction module using light conversion adhesive film, which increased the module power by more than 5W. According to the memorandum of understanding on research cooperation signed by Jinyang (Hong Kong) Cecep Solar Energy Co.Ltd(000591) Materials Co., Ltd., Jinshi energy and the National University of Singapore, it is proposed to cooperate on the structure of multi-layer heterojunction silicon-based Cecep Solar Energy Co.Ltd(000591) battery device of perovskite top-level battery. The project will be carried out in multiple stages in order to combine the perovskite and lamination related technology of seris, the silicon wafer and heterojunction battery technology of Jinyang and the heterojunction equipment technology of Jinshi energy, In the preliminary research stage, the energy conversion efficiency of perovskite / heterojunction silicon laminated Cecep Solar Energy Co.Ltd(000591) battery is more than 28%. With its advantages in yield, cost and efficiency, heterojunction has attracted great attention from various battery manufacturers. Up to now, the capacity planning of China’s hjt project has exceeded 130gw. It is suggested to pay attention to the core equipment manufacturers with leading layout and dominant technology on hjt. Recommend Suzhou Maxwell Technologies Co.Ltd(300751) , and pay attention to Wuxi Autowell Technology Co.Ltd(688516) , Qingdao Gaoce Technology Co.Ltd(688556) , Sichuan Injet Electric Co.Ltd(300820) , Wuhan Dr Laser Technology Corp.Ltd(300776) .
Wind power equipment: Shandong Province defines offshore wind power subsidies and pays attention to the progress of offshore wind power bidding in the future. On April 1, at the press conference of the Information Office of Shandong provincial government, the deputy director of Shandong Provincial Energy Bureau said that for the “14th five year plan” offshore wind power projects completed and connected to the grid from 2022 to 2024, the provincial finance will give subsidies of 800 yuan, 500 yuan and 300 yuan per kilowatt, and the scale of subsidies will not exceed 2 million kilowatts, 3.4 million kilowatts and 1.6 million kilowatts respectively. Offshore wind power projects that are completed and connected to the grid before the end of 2023 are exempted from the construction or leasing of energy storage facilities. Power generation enterprises are allowed to invest in the construction of supporting transmission projects, which are repurchased by power grid enterprises according to law and regulations, so as to promote the early completion and operation of projects. Shandong Province is the second province after Guangdong Province to announce subsidies for offshore wind power. In addition, according to the incomplete statistics of Polaris wind power generation network, during the “14th five year plan” period, the planned total installed capacity of offshore wind power in China exceeded 100gw. With the continuous decline of offshore wind turbine prices and the gradual reduction of construction costs, it is expected that offshore wind power will usher in explosive growth in the “14th five year plan” stage. Pay attention to the bidding progress of offshore wind power projects in the future. Recommend Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Haili wind power, and pay attention to Dajin Heavy Industry Co.Ltd(002487) , Ningbo Orient Wires & Cables Co.Ltd(603606) .
Lithium battery equipment: the sales volume of new energy vehicles continues to maintain rapid growth. It is recommended to pay attention to the order delivery of equipment manufacturers. According to the statistics of China Automobile Association, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles in February 2022 was 334000 units, with a year-on-year increase of 184.3% and a penetration rate of 19.26%. According to the statistics of starting point lithium electric big data, since January, a number of projects including Contemporary Amperex Technology Co.Limited(300750) , China Innovation airlines, honeycomb energy, ski, Sunwoda Electronic Co.Ltd(300207) , vision power and other enterprises have started, with a total investment of more than 87 billion yuan, and the new capacity is expected to exceed 200 GWH. In addition, many projects such as China Innovation airlines, Byd Company Limited(002594) , Chuneng new energy and Chunlan have been signed, and a new round of production expansion war of power batteries has begun. In the context of the continuous implementation of the capacity of battery manufacturers, it is suggested to focus on the order delivery of lithium battery equipment manufacturers. Recommended Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shanghai Sk Automation Technology Co.Ltd(688155) .
Semiconductor equipment: tuojing technology is about to go on the market, and the shortage of parts intensifies the delay of equipment delivery. According to the announcement of the exchange, tuojing technology, a thin film deposition equipment supplier, will soon be listed on the science and innovation board. Its main products include three product series: plasma enhanced chemical vapor deposition (PECVD) equipment, atomic layer deposition (ALD) equipment and sub atmospheric pressure chemical vapor deposition (sacvd) equipment. It is the only manufacturer of integrated circuit PECVD and sacvd equipment for industrial application in China. Its products have been delivered in batches to Semiconductor Manufacturing International Corporation(688981) , Huahong group, Changjiang storage Changxin storage and other production lines of major integrated circuit wafer factories in China. According to international semiconductor equipment leaders such as applied materials, Kelei, Colin and ASML, due to the shortage of parts and components such as lenses, valves and pumps, microcontrollers, engineering plastics and electronic modules, some semiconductor equipment must wait up to 18 months. The shortage of parts and components is further delaying the delivery date of the equipment. Recommendations include the recommendation of Kingsemi Co.Ltd(688037) , Konfoong Materials International Co.Ltd(300666) .
Recommended combination
Recomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomportfolio of the United Shanghai of the United States of the United Shanghai, 68 Shanghai Microport Endovascular Medtech (Group) Co.Ltd(688016) 880168801 ‘ Advanced Micro-Fabrication Equipment Inc.China(688012) of the \ , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shanghai Sk Automation Technology Co.Ltd(688155) , Kunshan Dongwei Technology Co.Ltd(688700) , Thinkon Semiconductor Jinzhou Corp(688233) , Konfoong Materials International Co.Ltd(300666) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) .
It’s suggested to focus on the following: it’s recommended to focus on the following: the following: ‘ Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) Qingdao Gaoce Technology Co.Ltd(688556) , Sichuan Injet Electric Co.Ltd(300820) .
Risk tips
Risk warning: the impact of the epidemic situation exceeded expectations; Policies fail to meet expectations; The localization process of semiconductor equipment slowed down, and the United States further banned the sale of key semiconductor equipment to China.
