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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This week’s special topic: how about the market space of IGBT’s main applications: we predict that in 2025, the global photovoltaic IGBT market will be 22.055 billion yuan and the Chinese photovoltaic IGBT market will be 7.352 billion yuan; We expect that in 2025, the installed capacity of wind power will be 400536gw, with an average annual increase of 35.4gw from 21 to 25 years, and the corresponding value of electrical equipment will be 35.4 billion yuan. The value of IGBT is 600 million yuan. The total annual market value of IGBT module in the next five years is 3.507 billion yuan. It is estimated that the market scale of Shanxi Guoxin Energy Corporation Limited(600617) automobile main motor drive IGBT will reach 10.21 billion yuan in 2025. In 2026, the market scale of IGBT in energy storage market is 1.152 billion yuan. In 2027, the SiC device market will grow from US $1 billion in 2021 to more than US $6 billion, with a compound annual growth rate of 34%. It is suggested to pay attention to: Zhuzhou Crrc Times Electric Co.Ltd(688187) , Tianyue advanced.
Lithium battery equipment: attention recommended: 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 suggested to pay attention to: 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 pay attention to: Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Pnc Process Systems Co.Ltd(603690) .
Industrial control automation: benefiting from the shortage of supply chain of foreign brands. It is suggested to pay attention to: 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; Rising prices of raw materials; The adverse impact of the international political situation.
