Key investment points:
New on Monday: the special working group on industrial Internet issued a civilization and confirmed the deployment of the work plan for 2022. The price of new ships has increased by a record high in the past 16 months since 2005
The 2022 work plan has made more detailed deployment of the “11 key actions” mentioned in the three-year action plan and put forward specific objectives for 2022: including some quantitative objectives, such as “building 10 5g fully connected factory benchmarks”, “promoting key technology innovation in the industrial Internet industry chain and launching no less than 30 public service platforms”. In addition, from the aspects of organization and implementation, data management, capital guarantee The four aspects of talent guarantee have defined the supporting elements and policies and measures. In contrast, in June 2018, China also released the industrial Internet development action plan (20182020), driving a total investment of nearly 70 billion yuan (the total amount of China’s fixed asset investment in 20182020 was about 171 trillion yuan). Although the proportion of investment driven by industrial Internet in the total fixed asset investment of the whole society is limited, relevant communication and equipment enterprises are expected to benefit first. Moreover, according to the interpretation of the three-year action plan by the Ministry of industry and information technology, 20182020 is the initial development period of China’s industrial Internet, 20212023 will enter a rapid growth period, and the development of new infrastructure is conducive to industrial control and other related targets.
The cost of new ships has continued to rise, reaching a new high in the past 16 months since 2005: according to Clarkson’s relevant data, the price of new ships has continued to rise for more than a year since the end of 2020. On March 25, 2022, the Clarkson newbuilding price index recorded 156, up 25% from the low in November 2020, reaching the highest level since June 2009 (excluding inflation). In addition, the Clarkson new shipbuilding price index has increased in the past 16 months, the largest increase in the same period since 2005.
Industry and company dynamics this week: 1) photovoltaic equipment: the price of the whole photovoltaic industry chain will remain high this week Wuxi Autowell Technology Co.Ltd(688516) 2021: the net profit attributable to the parent company was 370 million yuan, a year-on-year increase of + 138.6% Qingdao Gaoce Technology Co.Ltd(688556) is listed by CPIA as the world’s largest market share of photovoltaic crystalline silicon processing equipment products in 20202021 Beijing Tianyishangjia New Material Corp.Ltd(688033) it is estimated that the net profit attributable to the parent company from January to March 2022 will be about 34.27 million yuan, an increase of 234% over the previous year; 2) Semiconductor equipment: Kingsemi Co.Ltd(688037) won the bid of Shanghai Jita 5 film brushing machines + 1 gluing and developing equipment; 3) Lithium battery equipment: vision power announced the planned capacity of 30gwh in the United States; 4) Oil service: OPEC lowered its global crude oil demand forecast this year; 5) Laser and general automation: Huichuan 2022q1’s performance is expected to increase by 5% ~ 15%, and general automation orders have achieved rapid growth year-on-year; 6) Sewing equipment: the industry has strong production power in 21 years, and needs to focus on overseas and medium and high-end in 22 years.
The core target of this week’s portfolio of the core of the week’s portfolio: it’s recommended to focus on the growth track with a high boom, and the periodic sector investment opportunities with high elasticity and upward infleinfleinfleturning points, and the periodic sector with high resilience and upward infleturning points, and the periodic sector with high resilience, turning points and upward turning points. It’s recommended to focus on the growth track with a high boom, and the periodic sector with high resilience, and cyclical sector with high resilience, and periodic sector with high resilience, turning points upward, turning points, turning points, and turning points. Oil service sector recommends [ Shenzhen Xinyichang Technology Co.Ltd(688383) 7777 [ Wuhan Raycus Fiber Laser Technologies Co.Ltd(300747) ], recommended for general automation [ Shenzhen Inovance Technology Co.Ltd(300124) ], it is suggested to pay attention to [ China Cssc Holdings Limited(600150) ].
Risk tips: 1. The production expansion progress of lithium battery manufacturers is less than expected; 2. The recovery of the shipbuilding industry is less than expected; 3. The business growth of the recommended company is less than expected.
