The hottest machinery manufacturing will benefit f

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Machinery manufacturing: it will benefit from parity and technological upgrading. Recommend 8 shares

core view of this week: after the central bank's comprehensive RRR reduction on January 4, it will improve the level of risk appetite, focus on the booming machinery sub industry, and recommend photovoltaic equipment, drilling and completion equipment and lithium battery equipment

photovoltaic equipment: upgrade the benefit price and technology. Photovoltaic power generation has initially met the conditions for parity on the power side. It is expected that the cost of photovoltaic power generation will reach 0.2 yuan/kwh in 2030, achieving parity on the power side. It is estimated that the global PV installed capacity will increase by about 130gwh in 2019, with a year-on-year increase of about 27%; On the supply side, the production capacity of battery chips in 2018 and 2019 reached 150gwh and 180gwh respectively, and the total supply exceeded demand, but the supply of high-efficiency battery chips such as perc still fell short of demand. It is expected that perc production capacity will increase by about 30gwh in 2019, which will remain at a high level. PECVD and other related equipment are in a high boom that is difficult to be evenly dispersed. After 2020, heterojunction light such as hit has made a significant contribution to the national economy and national defense construction. The introduction of volt battery chips will usher in a new round of equipment upgrading demand

drilling and completion equipment: it is imperative to increase shale gas storage and production. After drilling, about 380million waste pencil core wells are produced every month across the country, and the demand for equipment is high

in 2017, the domestic natural gas will be nearly 150billion cubic meters, and by 2020, the domestic natural gas will reach 200billion cubic meters, that is, an additional 50billion cubic meters of production will be required. According to the planning of PetroChina and Sinopec, nearly billion cubic meters will be contributed by unconventional natural gas such as shale gas, and the other part will be contributed by conventional natural gas. In order to achieve the production target of 30billion cubic meters of shale gas, new fracturing trucks are needed in China in, and the drilling and completion equipment has entered the boom cycle

lithium battery equipment: the domestic power lithium battery industry is expected to usher in a new round of capacity cycle in 2019. Samsung SDI announced that it would invest 10.5 billion yuan in Xi'an power battery phase II project and 16.5 billion yuan in Tianjin factory. LG Chemical invested 2billion dollars in Nanjing Binjiang in July this year to build an annual output of 32gwh. Domestic enterprises also beeped after each experiment to increase their investment in power lithium batteries. The Javert power invested by Fosun plans to form 18gwh capacity in 2020; Funeng technology plans to form a 40gwh power lithium battery capacity by 2020; Geely invested 8billion yuan to build a power lithium battery factory in Jingzhou, Hubei Province, with an estimated capacity of about 20gwh

core recommended combinations: (), leading intelligence, Jiejia Weichuang, (), Hengli hydraulic, Maiwei Co., Ltd., precision measurement electronics, Jack Co., Ltd

this week, China's lithium battery shipments in 2018 were 102gwh. In 2018, the market scale of China's lithium battery industry chain (excluding downstream applications) exceeded 320 billion yuan, an increase of more than 15% over the same period in 2017, of which the scale of lithium battery was 155 billion yuan (the main statistics of digital battery are cell scale, energy storage and power, main statistical modules and pack scale)

BAIC and Magna technology joint venture was established. Magna Blue New Energy Vehicle Technology (Zhenjiang) Co., Ltd. was officially unveiled, and the construction of Magna blue new energy vehicle test center was also started simultaneously

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