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Follow up weekly report of mechanical equipment industry: optimistic about the photovoltaic equipment industry with long-term and stable growth, and recommend wind power parts with better competition pattern

Industry Research

Weekly report of machinery industry: Byd Company Limited(002594) released the new generation CTB technology, and continuously recommended photovoltaic equipment Wuhan Dr Laser Technology Corp.Ltd(300776)

Industry Research

General automation industry monthly report: the demand in the lower reaches of the high boom is still waiting for the improvement of the epidemic situation and the demand rebound

Industry Research

Follow up weekly report of mechanical equipment industry: optimistic about photovoltaic equipment companies whose performance continues to exceed expectations, and it is recommended to actively layout local semiconductor equipment enterprises that have exceeded expectations

Industry Research

Shareate Tools Ltd(688257) 2022 first quarter report comments: Q1 revenue + 30% year on year, multiple factors lead to temporary pressure on the profit side

Company Research

At the end of the month, 45 listed companies still faced the lifting of the ban on restricted shares. After the market fell below 3000 points, the lifting yield has lost more than 10%!

Market News

Tracking weekly report of mechanical equipment industry: accelerating the industrialization of photovoltaic hjt battery route is good for equipment manufacturers; Focus on the bottom of Valuation & semiconductor equipment with accelerated localization

Industry Research

Weekly report of machinery industry: the scale of China’s semiconductor equipment market is increasing rapidly, and Contemporary Amperex Technology Co.Limited(300750) plans to build a battery base in Xiamen

Industry Research

Weekly report of mechanical equipment industry: the National Bureau of statistics released the national economic operation data in the first quarter, and the growth rate of infrastructure investment increased against the trend

Industry Research

Shareate Tools Ltd(688257) 2021 annual report comments: the performance is affected by non recurring factors and is optimistic about capacity expansion + business expansion

Company Research
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BankNew MaterialNew EnergyInsuranceReal EstateContemporary Amperex Technology Co.Limited(300750)Citic Securities Company Limited(600030)Byd Company Limited(002594)China Vanke Co.Ltd(000002)BaijiuShenzhen Agricultural Products Group Co.Ltd(000061)Kweichow Moutai Co.Ltd(600519)Solar EnergyTeslaCecep Solar Energy Co.Ltd(000591)China Merchants Bank Co.Ltd(600036)Siasun Robot&Automation Co.Ltd(300024)Shanghai Pudong Development Bank Co.Ltd(600000)Ping An Bank Co.Ltd(000001)China International Capital Corporation Limited(601995)

       

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