Lithium devices, semiconductor devices, panel devices, panel devices, photovoltaic devices, panel devices, panel devices, panel devices, photovoltaic devices, and tools, among which to highlight lithium devices, semiconductor devices, panel devices, photovoltaic devices, and knives: the Wuxi Lead Intelligent Equipment Co.Ltd(300450) devices, and so on: 3535 ), China National Electric Apparatus Research Institute Co.Ltd(688128) ( China National Electric Apparatus Research Institute Co.Ltd(688128) ), Shenzhen Xinyichang Technology Co.Ltd(688383) ( Shenzhen Xinyichang Technology Co.Ltd(688383) ), Hunan Baili Engineering Sci & Tech Co.Ltd(603959) ( Hunan Baili Engineering Sci & Tech Co.Ltd(603959) ), Wuhan Dr Laser Technology Corp.Ltd(300776) ( Wuhan Dr Laser Technology Corp.Ltd(300776) ), Shenzhen United Winners Laser Co.Ltd(688518) ( Shenzhen United Winners Laser Co.Ltd(688518) ) Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) ( Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) ), China Tungsten And Hightech Materials Co.Ltd(000657) ( China Tungsten And Hightech Materials Co.Ltd(000657) ), Oke Precision Cutting Tools Co.Ltd(688308) ( Oke Precision Cutting Tools Co.Ltd(688308) ), Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) ( Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) ), Shareate Tools Ltd(688257) ( Shareate Tools Ltd(688257) ), Shuangliang Eco-Energy Systems Co.Ltd(600481) ( Shuangliang Eco-Energy Systems Co.Ltd(600481) ), etc.
Key industry trends: Byd Company Limited(002594) released a new generation of CTB technology, and Yiwei plans to invest in 10GW power energy storage battery project
1) recently, Byd Company Limited(002594) officially released the cell to body technology. As one of the core technologies of e-platform 3.0, CTB technology aims to achieve breakthrough battery safety, reduce the impact of battery design on other vehicle performance, break the “performance development seesaw” and greatly expand the capabilities of electric vehicles. We believe that with the continuous maturity of various technologies of new energy vehicles, in the long run, the penetration of new energy vehicles is accelerating and the trend is highly deterministic, driving the sustainable development of the power lithium battery industry. It is suggested to focus on high-quality lithium battery equipment companies under the high-quality power lithium battery track, such as Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Guangdong Lyric Robot Automation Co.Ltd(688499) , Zhejiang Hangke Technology Incorporated Company(688006) , Shenzhen United Winners Laser Co.Ltd(688518) , Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) , etc.
2) Eve Energy Co.Ltd(300014) plans to invest 3 billion yuan in the construction of 10gwh power energy storage battery project in Yuxi, Yunnan, including 2.1 billion yuan in fixed assets. Energy storage is another high-quality track to promote the rapid growth of lithium battery industry. New energy power generation based on wind energy and Cecep Solar Energy Co.Ltd(000591) depends on natural conditions and has indirectness and volatility. Its regulation is more difficult. Large capacity energy storage process is required for power quality regulation and control during large-scale grid connection. The complete electrochemical energy storage power station is mainly composed of battery pack, battery management system, energy management system, energy storage converter and other electrical equipment (temperature control, fire protection system, etc.). As electrochemical energy storage has greater flexibility than mechanical energy storage and pumped storage, it has great development potential in the future and also drives the demand for energy storage heat management and fire protection. It is suggested to focus on high-quality companies with layout related to energy storage heat management and fire protection, benefiting Guangzhou Goaland Energy Conservation Tech Co.Ltd(300499) , Sanhe Tongfei Refrigeration Co.Ltd(300990) , Jade Bird Fire Co.Ltd(002960) , etc.
Key recommendation: Wuhan Dr Laser Technology Corp.Ltd(300776) – photovoltaic laser equipment takes the lead, and orders are expected to grow rapidly
1) laser transfer printing has obvious advantages and the project is progressing smoothly. At present, dill transfer equipment has been sent to the client for verification, and it is expected to obtain orders in the future. The advantage of laser transfer printing in greatly reducing the consumption of silver slurry determines that it may replace the existing silk screen printing equipment on the production line. With the downstream expansion of production and the replacement demand in the stock field, laser transfer printing is expected to bring greater performance flexibility to the company.
2) IBC technology is ready, and laser equipment is very important. The research on new high-efficiency solar cells derived from IBC cell structure can be divided into two directions, including HBC, TBC (polo-ibc) high-efficiency crystalline silicon cell (p-type and n-type) technology, and mainly pscibc laminated (perovskite / IBC laminated) cell technology. HBC and TBC batteries need to solve the problems existing in hjt and TOPCON technology, as well as the problems of strict electrode isolation, complex process and narrow process window of IBC technology. There are many Chinese enterprises with IBC battery technology, such as Longji, aixu, Pule, Trina Solar, Zhonglai, Jingao, Hairun, etc. Laser has high applications in the production process of IBC battery, including laser etching back SiNx, laser doping, laser etching and hole opening, etc. At present, the development plan of Longji and aixu IBC battery technology is relatively clear. The IBC technology with p-type silicon substrate has made rapid progress, and dilda probability will continue to obtain large-scale orders in the future.
3) dill occupies a very high market share in the field of perc battery. The deep technical background of the management and deep cultivation of the industry have formed technical advantages for many years, and have close contact with key customers. During the period from May 18, 2021 to May 18, 2022, the company and Longji green energy subsidiary signed a total of 674 million yuan (excluding tax) orders in 12 consecutive months, accounting for 53.63% of the company’s audited main business revenue in 2021. In addition, the prototype of platform has appeared in fields such as dill layout display panel.
Investment suggestions: 1) lithium battery detection has become a new growth point of machine vision, focusing on the whole industry layout enterprise Opt Machine Vision Tech Co.Ltd(688686) . 2) The downstream space of lithium battery equipment is large, and the equipment company has strong certainty. It is recommended to Wuxi Lead Intelligent Equipment Co.Ltd(300450) , Guangdong Lyric Robot Automation Co.Ltd(688499) , Zhejiang Hangke Technology Incorporated Company(688006) , China National Electric Apparatus Research Institute Co.Ltd(688128) , Shenzhen United Winners Laser Co.Ltd(688518) , Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) . 3) Focus on high-quality panel equipment enterprises Suzhou Hyc Technology Co.Ltd(688001) , Shenzhen Xinyichang Technology Co.Ltd(688383) . 4) . 5) Focus on high-quality tool enterprises China Tungsten And Hightech Materials Co.Ltd(000657) , Oke Precision Cutting Tools Co.Ltd(688308) , Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) , Shareate Tools Ltd(688257) ; 6) Other concerns: Hunan Baili Engineering Sci & Tech Co.Ltd(603959) , Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Leader Harmonious Drive Systems Co.Ltd(688017) , Zhejiang Supcon Technology Co.Ltd(688777) , Shuangliang Eco-Energy Systems Co.Ltd(600481) , etc. (Note: Zhejiang Supcon Technology Co.Ltd(688777) , Wuxi Autowell Technology Co.Ltd(688516) are jointly covered by Huaxi machinery, computer and Dianxin teams respectively).
Risk tip: the fluctuation of economic growth increases; The order acquisition of relevant enterprises is less than expected, and there are still uncertainties in Eve Energy Co.Ltd(300014) 10gwh power energy storage project.
