Recommend rehabilitation medical equipment, lithium battery equipment, semiconductor equipment, panel equipment, photovoltaic equipment, knives, etc.: Xiangyumedicalco.Ltd(688626) (688626), Wuxi Lead Intelligent Equipment Co.Ltd(300450) (300450), Suzhou Maxwell Technologies Co.Ltd(300751) (300751), Wuxi Autowell Technology Co.Ltd(688516) (688516), Shenzhen S.C New Energy Technology Corporation(300724) (300724), Opt Machine Vision Tech Co.Ltd(688686) (688686), Shanghai Friendess Electronic Technology Corporation Limited(688188) (688188), Zhejiang Hangke Technology Incorporated Company(688006) (688006), Guangdong Lyric Robot Automation Co.Ltd(688499) (688499), China National Electric Apparatus Research Institute Co.Ltd(688128) (688128), Shenzhen Xinyichang Technology Co.Ltd(688383) (688383) Hunan Baili Engineering Sci & Tech Co.Ltd(603959) (603959), Wuhan Dr Laser Technology Corp.Ltd(300776) (300776), Shenzhen United Winners Laser Co.Ltd(688518) (688518), Shenzhen Hymson Laser Intelligent Equipments Co.Ltd(688559) (688559), China Tungsten And Hightech Materials Co.Ltd(000657) (000657), Oke Precision Cutting Tools Co.Ltd(688308) (688308), Zhuzhou Huarui Precision Cutting Tools.Co.Ltd(688059) (688059), Shareate Tools Ltd(688257) (688257), etc.
Key industry trends: honeycomb energy is currently receiving listing guidance. 1) honeycomb Energy Technology Co., Ltd. has conducted listing guidance and filing with Jiangsu securities regulatory bureau. It is expected to complete the application in the first half of 2022, with a cumulative public financing amount of more than 20 billion yuan. In addition, LG new energy has begun to accept investors’ subscription. It plans to log in to Korea Trading (KRX) on January 27 to start trading, with a financing amount of up to US $10.8 billion, which is also the largest IPO fund-raising scale in South Korea so far. After the completion of the IPO, the company’s valuation is expected to reach $58.8 billion. In the future, with the listing of many lithium battery manufacturers such as honeycomb and LG, it will further promote the rapid development of lithium battery industry.
2) from January to December 2021, the 25 main engine manufacturing enterprises included in the statistics sold 342784 sets of various excavation machinery products, with a year-on-year increase of 4.6%. Among them, the sales volume in China market was 274357 units, a year-on-year decrease of 6.3%; The export sales volume was 68427 units, a year-on-year increase of 97.0%. In a single month, the sales volume of excavators in December 2021 was 24038 units, a year-on-year decrease of 23.76% and a month on month increase of 17.58%; China’s sales volume was 15423 units, a year-on-year decrease of 43.54% and a month on month increase of 10.05%. It is recommended to continue to review the growth rate of infrastructure construction and marginal changes in the prosperity of the real estate industry in the first quarter of 2022. 3) Contemporary Amperex Technology Co.Limited(300750) will hold a press conference at 15:30 on January 18 to launch the power exchange brand evogo, and the power exchange industry has entered a period of rapid development.
Highlight: Shenzhen United Winners Laser Co.Ltd(688518) – the leader of power lithium battery welding equipment, with high performance and expected growth. 1) The company is deeply tied to Contemporary Amperex Technology Co.Limited(300750) , Eve Energy Co.Ltd(300014) and other leaders, with outstanding competitive advantages and strong certainty of order growth. 2) The company has been deeply engaged in the field of laser welding for many years, especially specializing in the welding process of power battery. The industry barrier is high and the substitutability is small. 3) The expansion of production is accelerated, and the per capita output value is expected to increase. The company grasps the opportunity of new energy development, has full orders in hand, and actively plans to expand production capacity to provide strong support for future growth. At the same time, the company’s per capita output value is expected to increase through standardization and information construction, and there is still room for a large decline in the rate of management and R & D expenses.
Investment suggestions: 1) recommend the leader of rehabilitation medical equipment Xiangyumedicalco.Ltd(688626) . 2) Lithium battery detection has become a new growth point of machine vision, focusing on the layout of enterprises in the whole industry Opt Machine Vision Tech Co.Ltd(688686) . 3) There is a large downstream space for lithium battery equipment, 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) . 4) Focus on high-quality panel equipment enterprises Suzhou Hyc Technology Co.Ltd(688001) , Shenzhen Xinyichang Technology Co.Ltd(688383) . 5) The laser cutting control system faucet Shanghai Friendess Electronic Technology Corporation Limited(688188) is recommended. 6) Hjt is expected to become the next generation of mainstream battery technology, and Suzhou Maxwell Technologies Co.Ltd(300751) is recommended. 7) 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) ; 8) Other concerns: Beijing Huafeng Test & Control Technology Co.Ltd(688200) , Leader Harmonious Drive Systems Co.Ltd(688017) , Zhejiang Supcon Technology Co.Ltd(688777) , Wuhan Dr Laser Technology Corp.Ltd(300776) , etc. (Note: Xiangyumedicalco.Ltd(688626) , Shanghai Friendess Electronic Technology Corporation Limited(688188) are jointly covered by Huaxi machinery, medicine and small and medium-sized teams respectively).
Risk tip: the fluctuation of economic growth increases; The order acquisition of relevant enterprises is less than expected.
