This week, the mechanical equipment index fell 5.76%, the Shanghai and Shenzhen 300 index fell 4.19%, and the gem index fell 6.66%. Mechanical equipment ranked 20th in all 28 industries.
This week’s view
Semiconductor equipment: tuojing has successfully landed on the Kechuang board. Shengmei Shanghai 18 cavity 12 inch single crystal round cleaning equipment has been put into mass production. ASML’s on hand order has reached a record high, indicating high demand for equipment.
(1) in the first quarter of this year, both inventory and contract liabilities of tuojing technology increased significantly. At the end of the first quarter, the inventory increased by RMB 9.49 billion, an increase of 8.04% over the contract liability at the beginning of the year, which was RMB 1.29 billion, an increase of 6.04% over the contract liability at the end of the first quarter.
(2) according to official WeChat official account of Shanghai, the 18 cavity 300mmUltraCVI single wafer cleaning equipment is put into mass production. The device can support most of the semiconductor cleaning processes required for advanced logic, DRAM and 3DNAND manufacturing, and the capacity is 50% higher than that of 12 cavity equipment. It has 2 characteristics, which are capable of concurrently eliminating most of the wet cleaning and wet etching processes, efficient transmission and maximum capacity.
(3) ASML said at the 22q1 performance presentation meeting in the natural year that the on hand orders reached a record high of 29billion euros, of which the backlog of DUV was tight, indicating that the construction of mature process capacity was still active. Meanwhile, the regional market sales of 22Q1 increased in Chinese mainland market.
(4) focus on the recommendation that (4) focus on the recommended extension of technologies and technologies that highlight the focus (4) to highlight the highlight of the highlight (4) to highlight the extension of technologies that have featured the Kingsemi Co.Ltd(688037) , Konfoong Materials International Co.Ltd(300666) .
Photovoltaic equipment: Wuxi Autowell Technology Co.Ltd(688516) q1 profits doubled, new orders reached a new high, and the 5GW heterojunction battery project of water power generation energy settled in Shandong.
(1) according to the report of Wuxi Autowell Technology Co.Ltd(688516) 22q1, the revenue was 625 million yuan, with a year-on-year increase of 70.25%; The net profit was 107 million yuan, a year-on-year increase of 109.49%, and the profit doubled. The new orders signed by the company were 1.44 billion yuan, a year-on-year increase of 84.62%. At the end of the first quarter, the orders on hand were 4.894 billion yuan, a year-on-year increase of 77%. The company shows that the performance growth is mainly due to the continued high market share of core products such as large-size, ultra-high-speed multi main grid series welding machine and silicon wafer sorter. At the same time, the sales scale of sintering annealing integrated furnace (optical injection) has been greatly improved, and the single crystal furnace has obtained batch orders.
(2) on April 21, Shuifa Energy Group Co., Ltd. held an online signing ceremony for 5GW heterojunction photovoltaic cells and supporting projects with Dongying Economic and Technological Development Zone, marking the settlement of the province’s first heterojunction cell production base in Dongying Economic and Technological Development Zone.
(3) Suzhou Maxwell Technologies Co.Ltd(300751) in the first quarter of this year, the gross profit margin climbed to 40.55%, an increase of 2.2 percentage points over the same period last year.
Up to now, the production capacity of the project in China has exceeded 1404 (hjt4).
(5) recommend Suzhou Maxwell Technologies Co.Ltd(300751) , and pay attention to Wuxi Autowell Technology Co.Ltd(688516) , Qingdao Gaoce Technology Co.Ltd(688556) , Sichuan Injet Electric Co.Ltd(300820) , Wuhan Dr Laser Technology Corp.Ltd(300776) .
Wind power equipment: from January to March, 7.9gw of new wind power was connected to the grid, and follow-up attention will be paid to the bidding progress of offshore wind power in the future. On April 20, the National Energy Administration released the statistical data of the national power industry from January to March. From January to March, the installed capacity of grid connected wind power in China increased by 7.9 million KW, an increase of 2.65 million KW year-on-year. According to the incomplete statistics of Polaris wind power generation network, during the “14th five year plan” period, the planned total installed capacity of offshore wind power in China exceeded 100gw. With the continuous decline of offshore wind turbine prices and the gradual reduction of construction costs, it is expected that offshore wind power will usher in explosive growth in the “14th five year plan” stage, and pay attention to the bidding progress of offshore wind power projects in the future. Recommend Jiangyin Hengrun Heavy Industries Co.Ltd(603985) , Haili wind power, and pay attention to Dajin Heavy Industry Co.Ltd(002487) , Ningbo Orient Wires & Cables Co.Ltd(603606) .
Lithium battery equipment: the sales volume of new energy vehicles continues to maintain rapid growth, and power battery manufacturers are still actively expanding production. It is recommended to pay attention to the order delivery of equipment manufacturers. According to the statistics of China Automobile Association, in March 2022, the sales volume of Shanxi Guoxin Energy Corporation Limited(600617) vehicles was 484000 units, with a year-on-year increase of 114.1%, and the penetration rate reached a new high of 21.67%. According to the statistics of starting point lithium electric big data, since January, a number of projects including Contemporary Amperex Technology Co.Limited(300750) , China Innovation airlines, honeycomb energy, ski, Sunwoda Electronic Co.Ltd(300207) , vision power and other enterprises have started, with a total investment of more than 87 billion yuan, and the new capacity is expected to exceed 200 GWH. In addition, many projects such as China Innovation airlines, Byd Company Limited(002594) , Chuneng new energy and Chunlan have been signed, and a new round of production expansion war of power batteries has begun. In the context of the continuous implementation of the capacity of battery manufacturers, it is suggested to focus on the order delivery of lithium battery equipment manufacturers. Recommended Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shanghai Sk Automation Technology Co.Ltd(688155) .
Recommended combination
Recommended combinations: set of recomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomrecomcombcombcombcombcombcombcombcombcombcombcombcombcombof: extension of the vitvitvitvitvitvitvitvitvitvitvitvitvitvitand and, Shanghai for the united united Shanghai of the United for Shanghai, 68801ofthe United States Shanghai, Kingsemi Co.Ltd(688037) \ , Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Zhejiang Hangke Technology Incorporated Company(688006) , Shanghai Sk Automation Technology Co.Ltd(688155) , Kunshan Dongwei Technology Co.Ltd(688700) , Thinkon Semiconductor Jinzhou Corp(688233) , Konfoong Materials International Co.Ltd(300666) , Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) .
It’s suggested to focus on the following: it’s recommended to focus on the following: the following: ‘ Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) Qingdao Gaoce Technology Co.Ltd(688556) , Sichuan Injet Electric Co.Ltd(300820) .
Risk tips
Risk warning: the impact of the epidemic exceeds expectations; Policies fail to meet expectations; The localization process of semiconductor equipment slowed down, and the United States further banned the sale of key semiconductor equipment to China.
