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 topic: how about the development and market space of the industrial gas industry: the global industrial gas market will continue to grow steadily. We expect the market scale to reach 1329.9 billion yuan by 2026, with a compound growth rate of 7.11% from 2021 to 2026. China’s industrial gas market will continue to grow. We expect the market scale of China’s industrial gas industry to reach 284.2 billion yuan by 2026, with a compound growth rate of 9.59% from 2021 to 2026. Driven by the demand side and supply side, we predict that the scale of China’s bulk gas market will reach 203.4 billion yuan in 2026. With the rapid development of downstream emerging industries and the national policy encouraging the development of special gases, China’s special gas market will continue to grow. We expect that the market scale of China’s special gas industry will reach 80.8 billion yuan by 2026. Suggested attention: Hangzhou Oxygen Plant Group Co.Ltd(002430) .
Lithium battery equipment: it is recommended to pay attention to: 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: macro environment and policy risks; Industry competition risk; Market risk; Control risks.
