Lithium devices, semiconductor devices, panel devices, photovoltaic devices, panel devices, panel devices, panel devices, panel devices, photovoltaic devices, tools, and so on: the leading intelligence ( Wuxi Lead Intelligent Equipment Co.Ltd(300450) ), maito shares ( Suzhou Maxwell Technologies Co.Ltd(300751) ), altwell ( Wuxi Autowell Technology Co.Ltd(688516) ), Wuxi Autowell Technology Co.Ltd(688516) ( Wuxi Autowell Technology Co.Ltd(688516) ), the Shenzhen S.C New Energy Technology Corporation(300724) \ devices, panel devices, panel devices, photovoltaic devices, tools, knives, etc: the leading intelligence ( Wuxi Lead Intelligent Equipment Co.Ltd(300450) ( Wuxi Lead Intelligent Equipment Co.Ltd(300450) ), Wuxi Lead Intelligent Equipment Co.Ltd(300450) ( Suzhou Maxwell Technologies Co.Ltd(300751) , Suzhou Maxwell Technologies Co.Ltd(300751) , Suzhou Maxwell Technologies Co.Ltd(300751) , Robotechnik Intelligent Technology Co.Ltd(300757) 51), octadimension ( Swancor Advanced Materials Co.Ltd(688585) 8585858585858516), for Wuxi Autowell Technology Co.Ltd(688516) ), ( Swancor Advanced Materials Co.Ltd(688585) 8585858585858585858585858585858516), the ” ”’3007285858585858585858585 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: Byd Company Limited(002594) has stopped production of fuel vehicles since March, and Contemporary Amperex Technology Co.Limited(300750) the first overseas factory has officially obtained the production license. 1) Byd Company Limited(002594) automobile announced that it would stop the whole vehicle production of fuel vehicles from March 2022. In the future, Byd Company Limited(002594) will focus on the business of pure electric and plug-in hybrid vehicles in the automotive sector. In March, the sales of Byd Company Limited(002594) passenger vehicles were 104338, all of which were new energy vehicles. 2) On April 4, 2022, the first overseas factory of Contemporary Amperex Technology Co.Limited(300750) located in Thuringia, Germany, officially obtained the production license of 8gwh battery cell. This factory is the first battery factory in Germany. At present, it is in the stage of equipment installation, making the final sprint for the first batch of battery cells to go offline before the end of 2022.
Key recommendation: Wuxi Autowell Technology Co.Ltd(688516) – semiconductor business growth can be expected. In 2018, the company approved the research and development of aluminum wire bonding machine as the entry point into the field of semiconductor sealing and testing, and sent it to the client for testing in early 2021. In November 2021, the company obtained the first batch of aluminum wire bonding machine orders from Wuxi delixin Semiconductor Technology Co., Ltd. Recently, the company received another order for Tongfu Microelectronics Co.Ltd(002156) batch aluminum wire bonding machine, which fully shows that the company’s products have strong competitiveness. In addition, the company announced on October 29 that it plans to increase the total amount of raised funds by no more than 550 million yuan, of which 300 million yuan is used for high-end intelligent equipment R & D and industrialization projects. It is expected that the continuous layout of chip loader, gold copper wire and flip bonding equipment is expected to obtain greater opportunities to replace imported equipment in the future.
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) The downstream space of lithium battery equipment is large, and the equipment company has strong certainty. It is recommended to Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Guangdong Lyric Robot Automation Co.Ltd(688499) , Zhejiang Hangke Technology Incorporated Company(688006) , China National Electric Apparatus Research Institute Co.Ltd(688128) , Shenzhen United Winners Laser Co.Ltd(688518) , Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) . 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.
