New on Monday:
1) Wuxi Autowell Technology Co.Ltd(688516) harvest Tongfu Microelectronics Co.Ltd(002156) batch aluminum wire bonding machine order. The domestic substitution space of aluminum wire bonding machine is nearly 5 billion yuan. In 2018, the company approved and developed high-end aluminum wire bonding machine for standard imported equipment, which is mainly used for packaging and bonding of power chips such as automotive electronics. As the entry point for the company to enter the semiconductor packaging test link, after more than three years of research and development and testing, the product has reached the level of similar foreign equipment in key technical indicators such as production capacity, precision, yield, productivity and stability (the international leader is coolsox method), and was successively sent to multiple clients for trial in early 2021.
2) Qingdao Gaoce Technology Co.Ltd(688556) re sign and build a 10GW silicon wafer cutting OEM capacity in Hu Qingdao Gaoce Technology Co.Ltd(688556) and the Management Committee of Jiangsu Jianhu high tech Industrial Development Zone recently signed an investment agreement to reach a cooperation intention on the company’s investment and construction of Jianhu (phase II) 10GW photovoltaic silicon wafer project in Jianhu County, Yancheng City, Jiangsu Province. The total investment of the project is expected to be 700 million yuan, which is expected to be put into operation in two stages in 23 and 24 years.
3) in March, the new shipbuilding price continued to rise month on month, and the new orders rebounded month on month. According to Clarkson’s latest statistical data, in terms of DWT, in March 2022, the global ship received 6.06 million dwt in a single month, with a year-on-year increase of – 73.79%, a month on month increase of + 175.56%, and a cumulative year-on-year increase of – 64.64%. In March, the new shipbuilding price of oil tanker / bulk carrier / container ship was + 21.13% / + 21.63% / + 20.77% year-on-year and + 0% / + 0.56% / + 0.95% month on month
Industry and company trends this week: 1) photovoltaic equipment: the price of silicon materials and wafers continues to rise this week, and Tongwei Co.Ltd(600438) plans to expand the production of 32gw high-efficiency batteries; 2) Semiconductor equipment: Kingsemi Co.Ltd(688037) won the bid for Fujian Jinhua 1 set of 12 inch gluing and developing equipment; 3) Lithium battery equipment: Shenzhen Jpt Opto-Electronics Co.Ltd(688025) became the supplier of Contemporary Amperex Technology Co.Limited(300750) mopa pulsed fiber laser; 4) Oil service: the International Energy Agency is promoting the collective release of 120 million barrels of oil reserves, including 60 million barrels released by the United States from its strategic oil reserves; 5) Laser and general automation: Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) release high-end new products of banner series, which are oriented to high-end fields such as vehicles, ships, aerospace, 3D printing and new energy; 6) Imaging equipment: envista announced the integration of its KaVo imaging business into dexis imaging and will change its name to “dexis”.
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.
