Machinery and equipment industry: focus on the high boom of lithium and packaging machinery, policy window period to grasp the nuclear power plate opportunities
Publish：2023-03-21 View：243
High-end lithium market demand exceeds supply, lithium equipment is expected to maintain a high boom. A total investment of 10 billion yuan in the Times new energy lithium-ion battery Yangtze River Delta production base project grand opening, is expected to drive new demand for lithium equipment. The project settled in Jiangsu Zhongguancun with a total investment of 10 billion yuan and a land area of about 1,000 mu.
After the project is completed and reaches production, it will form the annual production capacity of 10GWH power and energy storage lithium-ion batteries.
According to a production line of lithium equipment investment of 600-700 million yuan, 10GWH lithium capacity is expected to drive nearly 7 billion yuan capacity. We are optimistic about the high-end lithium battery market and the whole line of equipment supply with lithium WinHope Technology, highly recommended to pay attention to the pilot intelligent.
Global metal packaging market growth rate of 3%, Chinas market size of more than 100 billion. Can making equipment industry space is more than 4 times the cover industry, breakthrough growth ceiling. Easy to pull the lid manufacturing equipment market is small and beautiful oligopoly market, the industry ceiling effect is more obvious. While the value of the can production line up to 150-200 million yuan, the domestic can line market space is 4-8 times the cover line. At present, Chinas canned beer and beverage products filling rate is still less than 13.6%, far below the international average, there is a wide range of easy-pull lid expansion, renewal and two-piece can replacement demand, huge development potential. We are optimistic about the can manufacturing market, and efforts to transform into an integrated intelligent packaging equipment supplier Slack.
Nuclear power thirteen five promulgated soon, the policy window is strongly recommended to focus on the nuclear power sector investment opportunities. Many provinces and cities have released their own "13th Five-Year Plan" for energy development, including Fujian, Shandong, Hainan, Guangdong, Guangxi, Liaoning and so on. Now, 2016 is nearing the end, which means that the end of some nuclear power projects are expected to be approved to start construction. Jiangsu Shentong, Taikai Nuclear Power, Nanfeng, Yingliu, Tongyu Heavy Industry are recommended to pay attention to.
Last weeks research results: 1) industry report: machinery industry 42nd week view: infrastructure is expected to usher in new opportunities, focusing on construction machinery, rail transit, nuclear power and 3C automation service robot research seven: ReWalk and rehabilitation robot. 2) company report: win together with science and technology / shield environment / Jiangsu Shentong / south wind shares / Shandong Weida / Hanzhong precision machine / Anhui Hili / Hengli hydraulic / soft control shares / pilot Intelligent / Zhejiang Dingli / robot / Meiya photoelectric / Chutian technology / giant star technology / Exton, etc. three quarterly review; 3) exchange / research: pilot intelligent (300450): lithium equipment, performance is expected to grow rainbow.
After the project is completed and reaches production, it will form the annual production capacity of 10GWH power and energy storage lithium-ion batteries.
According to a production line of lithium equipment investment of 600-700 million yuan, 10GWH lithium capacity is expected to drive nearly 7 billion yuan capacity. We are optimistic about the high-end lithium battery market and the whole line of equipment supply with lithium WinHope Technology, highly recommended to pay attention to the pilot intelligent.
Global metal packaging market growth rate of 3%, Chinas market size of more than 100 billion. Can making equipment industry space is more than 4 times the cover industry, breakthrough growth ceiling. Easy to pull the lid manufacturing equipment market is small and beautiful oligopoly market, the industry ceiling effect is more obvious. While the value of the can production line up to 150-200 million yuan, the domestic can line market space is 4-8 times the cover line. At present, Chinas canned beer and beverage products filling rate is still less than 13.6%, far below the international average, there is a wide range of easy-pull lid expansion, renewal and two-piece can replacement demand, huge development potential. We are optimistic about the can manufacturing market, and efforts to transform into an integrated intelligent packaging equipment supplier Slack.
Nuclear power thirteen five promulgated soon, the policy window is strongly recommended to focus on the nuclear power sector investment opportunities. Many provinces and cities have released their own "13th Five-Year Plan" for energy development, including Fujian, Shandong, Hainan, Guangdong, Guangxi, Liaoning and so on. Now, 2016 is nearing the end, which means that the end of some nuclear power projects are expected to be approved to start construction. Jiangsu Shentong, Taikai Nuclear Power, Nanfeng, Yingliu, Tongyu Heavy Industry are recommended to pay attention to.
Last weeks research results: 1) industry report: machinery industry 42nd week view: infrastructure is expected to usher in new opportunities, focusing on construction machinery, rail transit, nuclear power and 3C automation service robot research seven: ReWalk and rehabilitation robot. 2) company report: win together with science and technology / shield environment / Jiangsu Shentong / south wind shares / Shandong Weida / Hanzhong precision machine / Anhui Hili / Hengli hydraulic / soft control shares / pilot Intelligent / Zhejiang Dingli / robot / Meiya photoelectric / Chutian technology / giant star technology / Exton, etc. three quarterly review; 3) exchange / research: pilot intelligent (300450): lithium equipment, performance is expected to grow rainbow.
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