Market performance and highlights this week: five ministries and commissions including the Ministry of industry and information technology proposed to comprehensively promote residential roof intelligent photovoltaic system
Market performance: the A-share market fell this week (from January 4 to January 7, the same below), and the Shanghai Composite Index closed at 3580 points, down 1.65%; The Shenzhen composite index closed at 14344 points, down 3.46%; Gem index closed at 3097 points, down 6.80%. In terms of the style of large and small cap, this week, the large cap index fell 2.70% and the small cap index fell 2.25%. Since 2021, the market index has decreased by 8.30%, the small index has increased by 17.58%, and the small / large ratio is 1.28. Under the general downward trend of A-Shares this week, Three Squirrels Inc(300783) fell the least.
Highlights of this week: the maximum endurance is 1008km, and GAC aionlxplus is listed; The Ministry of industry and information technology and other five ministries and commissions proposed to comprehensively promote the intelligent photovoltaic system on residential roofs and break through the key technologies of intelligent optical storage.
Major events of this week: a total of 14 (14 schemes) companies issued equity incentive schemes and 4 companies issued employee stock ownership plans this week.
Special topic of this week: breakthroughs in upstream core technologies and the rise of domestic industrial Siasun Robot&Automation Co.Ltd(300024) leaders
The industrial Siasun Robot&Automation Co.Ltd(300024) market is broad and the application industry is increasingly rich. According to IFR forecast, the global industrial Siasun Robot&Automation Co.Ltd(300024) installation volume in 2021 is expected to reach 435000 units, with a year-on-year increase of 13%, and the annual growth rate of new installation volume from 2022 to 2024 is expected to be 18%, 27% and 35% respectively compared with 2020. From 2014 to 2020, China’s market performed well and became the world’s largest industrial Siasun Robot&Automation Co.Ltd(300024) market for eight consecutive years. However, from the perspective of industrial Siasun Robot&Automation Co.Ltd(300024) density, China’s industrial Siasun Robot&Automation Co.Ltd(300024) density in 2020 was Siasun Robot&Automation Co.Ltd(300024) 246 per 10000 people, which still has a lot of room for improvement compared with developed countries. According to the prediction of China Electronics Society, the sales volume of China’s industrial Siasun Robot&Automation Co.Ltd(300024) market will reach 58.9 billion yuan in 2023. The Ministry of industry and information technology proposed to promote breakthroughs in Siasun Robot&Automation Co.Ltd(300024) core technologies and high-end products during the 14th Five Year Plan period. In the long run, China’s industry has sufficient upward momentum.
Foreign brands occupy the value highland of the industrial chain, and domestic brands break through core technologies to enhance competitiveness. The industrial Siasun Robot&Automation Co.Ltd(300024) industrial chain includes upstream core parts production, midstream body manufacturing and downstream system application integration. The upstream core parts include reducer, servo motor and control system; Midstream production industry Siasun Robot&Automation Co.Ltd(300024) body; The downstream is the system integration to realize the application of industrial Siasun Robot&Automation Co.Ltd(300024) ontology in related fields. From all aspects, the upstream core parts production has large technical barriers and constitutes 70% of the production cost of the industrial Siasun Robot&Automation Co.Ltd(300024) body. It is the main value highland of the industrial chain, and the upstream value highland is mainly monopolized by foreign brands; In terms of the midstream body market, the market share of domestic brands in China continued to rise from 2017 to 2019. In 2019, the market share of Chinese brands reached 64%, a year-on-year increase of 16.36%; In the downstream market, domestic capital integrators have a high share in the downstream market, but the high-end field needs to be broken through. According to mirdatabank database, as of June 2021, domestic fund raisers accounted for about 80% of the market share. On the whole, Estun Automation Co.Ltd(002747) , Shenzhen Inovance Technology Co.Ltd(300124) , Leader Harmonious Drive Systems Co.Ltd(688017) and other domestic brands have broken through the core technical barriers. Domestic brands pay more attention to building the core competitiveness of brands, and are expected to achieve the goal of 50% market share proposed in made in China 2025 by 2025.
Key recommended themes and stocks
Smart car theme (Ju Guang technology, Huizhou Desay Sv Automotive Co.Ltd(002920) , Foryou Corporation(002906) , Ingenic Semiconductor Co.Ltd(300223) , Thunder Software Technology Co.Ltd(300496) , Lianchuang Electronic Technology Co.Ltd(002036) , Ningbo Joyson Electronic Corp(600699) , Meig Smart Technology Co.Ltd(002881) ); Leisure snack theme ( Yanker Shop Food Co.Ltd(002847) , Bestore Co.Ltd(603719) , Three Squirrels Inc(300783) ); Pet and Breakfast themes ( Petpal Pet Nutrition Technology Co.Ltd(300673) , Zhongyin Babi Food Co.Ltd(605338) ); High end manufacturing themes ( Amlogic (Shanghai) Co.Ltd(688099) , Jade Bird Fire Co.Ltd(002960) , Jutze Intelligent Technology Co.Ltd(300802) , Jiangsu Ankura Smart Transmission Engineering Technology Co.Ltd(300617) ).
Risk tip: the economy has fallen sharply; Major changes in capital market reform policies; The prosperity of the industry is lower than expected.
