Recommend rehabilitation medical equipment, lithium battery equipment, semiconductor equipment, panel equipment, photovoltaic equipment, knives, etc.: Xiangyumedicalco.Ltd(688626) (688626), Wuxi Lead Intelligent Equipment Co.Ltd(300450) (300450), Suzhou Maxwell Technologies Co.Ltd(300751) (300751), Wuxi Autowell Technology Co.Ltd(688516) (688516), Shenzhen S.C New Energy Technology Corporation(300724) (300724), Opt Machine Vision Tech Co.Ltd(688686) (688686), Shanghai Friendess Electronic Technology Corporation Limited(688188) (688188), Zhejiang Hangke Technology Incorporated Company(688006) (688006), Guangdong Lyric Robot Automation Co.Ltd(688499) (688499), China National Electric Apparatus Research Institute Co.Ltd(688128) (688128), Shenzhen Xinyichang Technology Co.Ltd(688383) (688383) Hunan Baili Engineering Sci & Tech Co.Ltd(603959) (603959), Wuhan Dr Laser Technology Corp.Ltd(300776) (300776), Shenzhen United Winners Laser Co.Ltd(688518) (688518), Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) (688559), China Tungsten And Hightech Materials Co.Ltd(000657) (000657), Oke Precision Cutting Tools Co.Ltd(688308) (688308), Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) (688059), Shareate Tools Ltd(688257) (688257), etc.
Key industry trends: the 14th five year plan helps the continuous upgrading of the manufacturing industry, and the five-year action plan for intelligent photovoltaic promotes the acceleration of technological progress in the photovoltaic industry. 1) On January 7, the Ministry of industry and information technology and other eight departments jointly issued the “14th five year plan” for intelligent manufacturing development today. By 2025, most manufacturing enterprises above Designated Size will realize digitization and networking, and the backbone enterprises in key industries will initially apply intellectualization; By 2035, manufacturing enterprises above Designated Size will fully popularize digital networking, and backbone enterprises in key industries will basically realize intellectualization. The plan helps China’s manufacturing industry to continuously upgrade. 2) On January 4, the Ministry of industry and information technology, the Ministry of housing and urban rural development, the Ministry of transport, the Ministry of agriculture and rural areas and the National Energy Administration jointly issued a notice on printing and distributing the action plan for innovative development of intelligent photovoltaic industry (2021-2025). According to the plan, by 2025, the mass production conversion efficiency of new high-efficiency Cecep Solar Energy Co.Ltd(000591) cells will be significantly improved, forming perfect supporting capabilities such as silicon materials, silicon wafers, equipment, materials and devices, which will help accelerate the technological progress of the photovoltaic industry.
Key recommendation: power exchange industry – the penetration rate of new energy vehicles is accelerated, and the wind inlet of the power exchange track is accelerated. 1) The power exchange mode has the advantages of high power exchange efficiency, reducing the impact on the power grid and prolonging the battery life, and has the congenital conditions for large-scale promotion. 2) Policy support: after 2020, the state and local governments have issued many policies to encourage the development of power exchange as a supplement to new energy infrastructure, and continue to issue standards to regulate the industry. 3) Industrial capital entry: Weilai and Aodong new energy are the main players, with few participants. After 2020, the investment of main engine plants will increase, the replacement of electric vehicles will increase, and the layout of replacement power stations will accelerate; At the same time, the battery factory cooperates with the main engine factory to start the establishment of a battery asset management company, further in-depth cooperation between the upstream and downstream of the power exchange industry chain, and is expected to open industrial space such as echelon utilization and battery recycling. 4) We estimate that the market scale of power exchange equipment will reach 12 billion yuan in 2025. At present, the power exchange industry is in the early stage of development, and the future growth rate may exceed our expectations. 5) Related beneficiary objects: Suzhou Harmontronics Automation Technology Co.Ltd(688022) , Shandong Weida Machinery Co.Ltd(002026) , Bozhon Precision Industry Technology Co.Ltd(688097) , Csg Smart Science&Technology Co.Ltd(300222) , etc. Investment suggestions: 1) recommend the leader of rehabilitation medical equipment Xiangyumedicalco.Ltd(688626) . 2) Lithium battery detection has become a new growth point of machine vision, focusing on the layout of enterprises in the whole industry Opt Machine Vision Tech Co.Ltd(688686) . 3) There is a large downstream space for lithium battery equipment, 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) . 4) Focus on high-quality panel equipment enterprises Suzhou Hyc Technology Co.Ltd(688001) , Shenzhen Xinyichang Technology Co.Ltd(688383) . 5) The laser cutting control system faucet Shanghai Friendess Electronic Technology Corporation Limited(688188) is recommended. 6) Hjt is expected to become the next generation of mainstream battery technology, and Suzhou Maxwell Technologies Co.Ltd(300751) is recommended. 7) 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) ; 8) Other concerns: Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Leader Harmonious Drive Systems Co.Ltd(688017) , Zhejiang Supcon Technology Co.Ltd(688777) , Wuhan Dr Laser Technology Corp.Ltd(300776) , etc. (Note: Xiangyumedicalco.Ltd(688626) , Shanghai Friendess Electronic Technology Corporation Limited(688188) are jointly covered by Huaxi machinery, medicine and small and medium-sized teams respectively).
Risk tip: the fluctuation of economic growth increases; The order acquisition of relevant enterprises is less than expected.
