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: Contemporary Amperex Technology Co.Limited(300750) released the power exchange service brand evogo, and the grid connected installed capacity of photovoltaic power generation will exceed 300 million kW in 2021. 1) On January 18, times electric service held its first press conference online to release the power exchange service brand evogo and the overall solution of combined power exchange. Times electric service is a wholly-owned subsidiary of Contemporary Amperex Technology Co.Limited(300750) and is committed to providing users with convenient and reliable mobile power solutions and services. The overall solution of combined power exchange consists of three products: power exchange block, quick exchange station and app. At the same time, Chen Weifeng, general manager of times electric service, said that evogo power exchange service will be launched in the first batch of 10 cities. Contemporary Amperex Technology Co.Limited(300750) deeply layout the power exchange business, and relevant power exchange equipment companies are expected to benefit. 2) By the end of 2021, the installed capacity of grid connected photovoltaic power generation had reached 306 million KW, breaking the 300 million KW mark, ranking first in the world for seven consecutive years. In the first year of the 14th five year plan, the construction of photovoltaic power generation achieved new breakthroughs and presented new characteristics.
Key recommendation: Wuhan Dr Laser Technology Corp.Ltd(300776) – optimistic about the leading development prospect of photovoltaic laser equipment. 1) Laser transfer printing has obvious advantages and the project is progressing smoothly. According to the company’s announcement, laser transfer printing is currently doing the engineering part, which is progressing smoothly. At the same time, the advantages of laser transfer printing in greatly reducing the consumption of silver slurry determine that it may replace the stock production line silk screen printing equipment. 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) In the long run, the photovoltaic field will continue to tap potential, expand to the pan semiconductor field and build a platform laser enterprise. Laser can reduce cost and increase efficiency, and its long-term application in the photovoltaic field will become more and more common. The investment in single GW laser equipment is expected to continue to increase. The company has deep technical reserves and obvious first mover advantages, which is expected to continue to grow; With independent innovative laser technology as the core, the company carries out the layout of display panel and semiconductor field while deeply cultivating photovoltaic. The prototype of the company’s platform has been realized, and the expansion of application field is expected to accelerate.
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) 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) . 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 chip technology, and Suzhou Maxwell Technologies Co.Ltd(300751) , Wuhan Dr Laser Technology Corp.Ltd(300776) are 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) , 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.
