Last week, the mechanical equipment index fell 2.84%, the Shanghai and Shenzhen 300 index rose 0.07%, and the gem index rose 0.98%. Machinery and equipment ranked 19th in the rise and fall of all 28 industries.
This week’s view
Semiconductor equipment: the IPO registration of Huahai Qingke has been approved, and the operation of Shanghai Wanye Enterprises Co.Ltd(600641) semiconductor equipment is significantly large.
(1) according to the announcement of the CSRC, Huahai Qingke, a leading domestic CMP enterprise, has obtained the approval of IPO registration, and its main products are chemical mechanical polishing (CMP) equipment.
(2) according to the results of Shanghai Wanye Enterprises Co.Ltd(600641) announcement for 21 years, its IC equipment revenue was 123 million yuan, with a year-on-year increase of 465% (nearly five times), indicating that its layout in the field of integrated circuits has achieved remarkable results.
(3) Zhejiang Jingsheng Mechanical & Electrical Co.Ltd(300316) launched most professional equipment such as semiconductor silicon wafer growth furnace, polishing and rolling mill, which can cover 8-inch and 12 inch silicon wafer production lines. It is planned that the tax included in new orders in 2022 will be 3 billion yuan, while the orders on hand at the end of 2020 / 2021 will be 390 million yuan / 1.07 billion yuan.
Focusing on the recommended extension technologies, the Kingsemi Co.Ltd(688037) \ , Konfoong Materials International Co.Ltd(300666) .
Photovoltaic equipment: the installed capacity of 22q1 Cecep Solar Energy Co.Ltd(000591) power generation increased by nearly 1.5 times, accounting for more than 40% of the total installed capacity of new power generation Qingdao Gaoce Technology Co.Ltd(688556) revenue / profit increased more than expected. According to the release of the national energy administration, the installed capacity of Cecep Solar Energy Co.Ltd(000591) power generation in the first quarter of 2022 reached 13.21gw, a year-on-year increase of 148%, accounting for 42% of the total installed capacity of new power generation in 22q1. According to the results of Qingdao Gaoce Technology Co.Ltd(688556) release, the revenue in 21 years was 1.57 billion yuan, with a year-on-year increase of 110%; The net profit was 170 million yuan, a year-on-year increase of 193%; Deduct 170 million yuan, a year-on-year increase of 303%, and the performance is much higher than expected. At the same time, its cutting equipment revenue was 980 million yuan, a year-on-year increase of 74%, accounting for 63%; The revenue of diamond line was 290 million yuan, a year-on-year increase of 37%, accounting for 19%. While maintaining the rapid growth of cutting equipment and consumables, the company continued to develop the chip OEM business, achieved a revenue of 110 million yuan for the first time, and actively laid out new growth points of performance. 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: a large number of wind turbine bidding broke out in April, and the monthly capacity exceeded the total amount of the first quarter. According to the incomplete statistics of voice of wind power, as of April 29, state-owned enterprise developers released a total of 15.31gw of wind turbine equipment procurement bidding capacity in a single month in April, exceeding the total amount of 15.10gw of state-owned enterprise bidding in the first quarter. Among them, the bidding capacity of offshore wind power in April was 1.74gw, accounting for 11% of the total bidding capacity. 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: four 10 billion power battery projects have been signed and started, 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 report of starting point lithium power big data, the pace of capacity release of four head battery manufacturers in Nanjing Byd Company Limited(002594) , Eve Energy Co.Ltd(300014) , China Innovation airlines and vision power has quietly accelerated recently. Among them, the total investment of Byd Company Limited(002594) Wuhan lithium ion battery project is 10 billion yuan, with an annual capacity of 30 GWH; China Innovation hangjiangmen base has a total investment of 20 billion yuan and an annual production capacity of 50gwh Eve Energy Co.Ltd(300014) Chengdu base has a total investment of 20 billion yuan and an annual production capacity of 50gwh; Vision power Shiyan base has a total investment of 12 billion yuan and an annual production capacity of 50gwh. According to the information statistics on the official websites and announcements of various companies, the capacity of mainstream manufacturers in China is expected to exceed 2twh by 2025, of which the planned capacity of catl exceeds 700gwh, Byd Company Limited(002594) planned capacity exceeds 400gwh, the planned capacity of honeycomb energy reaches 600gwh, the planned capacity of China Innovation Airlines reaches 500gwh, and the planned capacity of Eve Energy Co.Ltd(300014) is about 300gwh. 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 is suggested to focus on: Zoomlion Heavy Industry Science And Technology Co.Ltd(000157) , Sany Heavy Industry Co.Ltd(600031) , Jiangsu Hengli Hydraulic Co.Ltd(601100) , Zhejiang Dingli Machinery Co.Ltd(603338) , Shaanxi Construction Machinery Co.Ltd(600984) , Guangxi Liugong Machinery Co.Ltd(000528) , Dajin Heavy Industry Co.Ltd(002487) , Ningbo Orient Wires & Cables Co.Ltd(603606) , Wuxi Autowell Technology Co.Ltd(688516) , 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.
