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: Contemporary Amperex Technology Co.Limited(300750) subsidiary plans to invest in lithium battery industry chain project in Indonesia, and the global sales of global semiconductor manufacturing equipment increased by 44% year-on-year. 1) Contemporary Amperex Technology Co.Limited(300750) announced that the holding subsidiary of Guangdong Bangpu, puqin times, plans to invest and build the power battery industry chain project in Indonesia with its partners antam and IBI. At present, the total investment amount of the project is no more than US $5.968 billion (about 38 billion yuan) or equivalent currency Contemporary Amperex Technology Co.Limited(300750) overseas production expansion scale has steadily increased, and the demand for lithium battery equipment is expected to maintain a high growth. 2) On April 13, the International Semiconductor Industry Association (semi) announced that the global sales of semiconductor manufacturing equipment in 2021 increased by 44% over 2020 to US $102.6 billion, and the sales of semiconductor raw materials also increased by 16%, both reaching a record high. On the whole, the semiconductor industry continues to develop well.
Key recommendation: Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) – company’s wholly-owned subsidiary won the bid of Jingke energy for 1.067 billion yuan TOPCON laser micro loss equipment and made a new breakthrough in the layout of photovoltaic equipment. The company has a layout in the photovoltaic equipment industry. According to the company’s official website, the company currently has crystal silicon Cecep Solar Energy Co.Ltd(000591) battery laser equipment products, mainly including full-automatic laser slotting / laser doping / laser nondestructive dicing equipment. In addition, the company has more reserves in photovoltaic technology. According to the announcement of the company, as of the first half of 2021, the company has mainly researched two technologies in the photovoltaic industry, namely Cecep Solar Energy Co.Ltd(000591) battery laser processing technology and ultrafast laser technology. According to company announcements and other public information, China’s Longi Green Energy Technology Co.Ltd(601012) , Jingke energy, Trina Solar Co.Ltd(688599) , Jolywood (Suzhou) Sunwatt Co.Ltd(300393) and other photovoltaic enterprises have also carried out relevant research one after another, and the conversion efficiency of mass production has been rapidly improved. The laser equipment was not used in the previous mass production of TOPCON, so it is likely to be upgraded in the future Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) this bid is expected to accelerate the process of TOPCON and the penetration of laser technology for the industry itself; For Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) itself, it obtained large-scale orders for the first time and achieved a new breakthrough from 0 to 1.
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.
