On the evening of January 13, Han’S Laser Technology Industry Group Co.Ltd(002008) (002008. SZ) announced the performance forecast for 2021, becoming the first “fruit chain” leading company to give the performance forecast. In 2021, the net profit of Han’S Laser Technology Industry Group Co.Ltd(002008) is expected to double due to the continued prosperity of the downstream. The company told reporters that this is related to the great demand of the company’s products in PCB. Looking forward to 2022, the person expressed optimism that the performance of each section of the company will continue.
Han’S Laser Technology Industry Group Co.Ltd(002008) announced that the net profit attributable to shareholders of Listed Companies in 2021 is expected to be RMB 1.95 billion-2.05 billion, an increase of 99.2% – 109.41% over the same period of last year. The company said: in 2021, there was a strong demand for equipment in downstream consumer electronics, high-power laser processing and other fields, and the product orders maintained a stable growth compared with the previous year.
According to public information, Han’S Laser Technology Industry Group Co.Ltd(002008) takes the “laser + X” route. At present, the company’s PCB and power battery business has ushered in the first wave of harvest. “The company’s performance is indeed good, which is related to the continuous growth of PCB plate demand in the second and third quarters of 2021; in addition to PCB, the demand of other plates of the company has also increased”. The person from Han’S Laser Technology Industry Group Co.Ltd(002008) company told reporters.
In 2021, benefiting from the explosion of automotive electronics and other industries, the demand for PCB board increased greatly. In addition to Han’S Laser Technology Industry Group Co.Ltd(002008) such equipment suppliers, copper foil and copper clad laminate suppliers Shengyi Technology Co.Ltd(600183) (600183. SH), Nuode Investment Co.Ltd(600110) (600110. SH) in the upstream of PCB industry chain, and PCB manufacturers Shennan Circuits Co.Ltd(002916) (002916. SZ), Wus Printed Circuit (Kunshan) Co.Ltd(002463) (002463. SZ) in the middle and downstream have attracted high attention in the secondary market.
Some analysts told reporters that the expected demand for new energy vehicles in 2022 is still high. As the demand for PCB by new energy vehicles is much greater than that of traditional vehicles, and the cost of materials required for PCB has decreased recently, the PCB plate will continue to boom in 2022. According to the prediction of ntinformation (NTI), the output value of PCB in China will exceed US $40 billion in 2022 and reach US $43.8 billion in 2024. There is still much room to improve the market scale.
It is worth noting that Han’s CNC, the holding subsidiary of Han’S Laser Technology Industry Group Co.Ltd(002008) PCB plate, plans to spin off its boss and raise 1.707 billion yuan to invest in the production, reconstruction and expansion project of PCB special equipment and the construction project of PCB special equipment technology R & D center.
In addition to the special equipment for PCB industry, the company’s business orders and shipments of special equipment for new energy power battery industry, miniled special equipment and LED packaging equipment increased significantly over the previous year. In terms of new energy batteries, Contemporary Amperex Technology Co.Limited(300750) can be described as Han’S Laser Technology Industry Group Co.Ltd(002008) a “noble person”. According to public information, from the fourth quarter of 2020 to the first half of 2021, Han’S Laser Technology Industry Group Co.Ltd(002008) successively won Contemporary Amperex Technology Co.Limited(300750) equipment orders totaling 2.197 billion yuan. The company expects to have more than 3 billion orders in the field of new energy vehicles in 2021.
According to the data released by China automotive power battery industry innovation alliance, in 2021, China Shipbuilding Industry Group Power Co.Ltd(600482) battery cumulative output was 219.7gwh, a year-on-year increase of 163.4%; The sales volume was 186.0gwh, with a year-on-year increase of 182.3%; The loading volume was 154.5gwh, with a year-on-year increase of 142.8%. Among them, China Shipbuilding Industry Group Power Co.Ltd(600482) battery loading volume of Contemporary Amperex Technology Co.Limited(300750) (300750. SZ) accounts for more than 50% of the market.
For the next trend of Han’S Laser Technology Industry Group Co.Ltd(002008) , the person expressed optimism, saying that “at present, the business demand of each sector of the company is still high, and the performance growth of each sector is expected to continue in 2022.”
