Core portfolio: Sany Heavy Industry Co.Ltd(600031) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Suzhou Maxwell Technologies Co.Ltd(300751) , Iray Technology Company Limited(688301) , Shanghai Friendess Electronic Technology Corporation Limited(688188) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Centre Testing International Group Co.Ltd(300012) .
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Special topic of this week: it has been five years since the rising trend of raw material prices in 2017. Many industrial control enterprises have said that they have increased the prices of their products to a certain extent due to the impact of the market environment. . It is worth noting that Shenzhen Inovance Technology Co.Ltd(300124) has previously issued a price increase notice for general automation products, involving a variety of products such as frequency converter, servo, PLC and motor, with a range of 3% – 15%. Closely following Shenzhen Inovance Technology Co.Ltd(300124) later, Hechuan technology, another industrial control enterprise in China, issued an announcement on the price adjustment of some products on April 7 and decided to adjust the prices of some products from April 15, 2022. Its servo driver, host and frequency converter increased by 3% – 8%, motor increased by 6% – 10%, and module and HMI human-machine interface products increased by 5% – 10%.
Lithium battery equipment: it is recommended to pay attention to Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shenzhen Yinghe Technology Co.Ltd(300457) , Shenzhen United Winners Laser Co.Ltd(688518) , Shenzhen Jpt Opto-Electronics Co.Ltd(688025) .
Photovoltaic equipment: Maiwei double-sided microcrystals have made good progress. Suzhou Maxwell Technologies Co.Ltd(300751) combined with Australian Metallization Technology Company sundrive, the conversion efficiency of full-size (M6 size, 274.3cm2) single crystal heterojunction cells has reached 26.07% by using mass production process, which further verifies the feasibility of mass production efficiency of heterojunction cells exceeding 26% in the future. It is suggested to pay attention to: Suzhou Maxwell Technologies Co.Ltd(300751) , Wuhan Dr Laser Technology Corp.Ltd(300776) , Qingdao Gaoce Technology Co.Ltd(688556) , etc.
Wind power & nuclear power equipment: it is recommended to pay attention to the subject matter Jiangsu Rainbow Heavy Industries Co.Ltd(002483) , Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Jiangsu Shentong Valve Co.Ltd(002438) , Warom Technology Incorporated Company(603855) , Yantai Jereh Oilfield Services Group Co.Ltd(002353) .
Semiconductor &IGBT: the Gao Jie net material industry in the wafer fab industry is in the Chinese mainland market space of 510 million to 850 million US dollars, while the semiconductor high clean material industry market scale is as high as 50 billion yuan. It is suggested to focus on: Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Zhuzhou Crrc Times Electric Co.Ltd(688187) , Pnc Process Systems Co.Ltd(603690) .
Industrial control automation: benefiting from the shortage of supply chain of foreign brands. Suggested targets: Shenzhen Inovance Technology Co.Ltd(300124) , Hechuan technology, Estun Automation Co.Ltd(002747) , Shanghai Step Electric Corporation(002527) , Leader Harmonious Drive Systems Co.Ltd(688017) .
Risk tips: changes in industrial policies and industry technology; Delivery delays and price increases caused by shortages in the global supply chain; The adverse effects of the international political situation; This report is subjective and only for reference: the calculation part of this report is calculated through existing assumptions for reference only.
