High-end manufacturing includes three major categories, mainly high-end technology, high-end equipment, and high-end materials; now we continue to briefly talk about the main directions of high-end equipment and its core leading stocks; high-end equipment is mainly divided into There are six directions: intelligent equipment manufacturing, energy-saving and environmental protection equipment, general aviation equipment, new energy equipment, automobile manufacturing, satellites and applications.
The previous article has briefly introduced the three parts of high-end equipment: intelligent equipment manufacturing, energy-saving and environmental protection equipment, and general aviation equipment. Next, we will continue to explain the high-end equipment of new energy equipment, automobile manufacturing, satellite and Use these three directions to segment core leading stocks.
The main subdivision directions of new energy equipment are: lithium battery upstream equipment, photovoltaic upstream equipment, and wind power manufacturing.
Lithium battery upstream equipment: Pioneer Intelligence
The leading technology of domestic high-end lithium battery equipment has reached the world's advanced level. With more than ten years of technology and industry accumulation, the company's industry leading position has formed a solid And obvious brand effect and advantages.
The company is mainly engaged in the R&D, design, production and sales of high-end non-standard intelligent equipment, providing equipment and overall solutions for manufacturers of energy-saving, environmentally friendly and new energy products such as film capacitors, lithium batteries, photovoltaic cells/modules, etc. plan.
Lithium battery upstream equipment: Xianhui Technology
A leading domestic supplier of intelligent manufacturing equipment for transmission chassis systems, and one of the few Chinese companies that directly provides power battery pack production lines for major local European automobile brands. .
The company’s main business is the research and development, production and sales of various types of intelligent manufacturing equipment. The company's main products are intelligent automation equipment and industrial manufacturing data systems in the field of intelligent manufacturing.
Lithium battery upstream equipment: Hangke Technology
The leader in lithium battery back-end equipment, the domestic share remains above 20%, and its customers are mainly overseas leading electronics manufacturers such as LG Chem and Samsung SDI. . The company's main business is dedicated to the design, research and development, production and sales of various types of rechargeable batteries, especially lithium-ion battery post-processing systems.
Photovoltaic upstream equipment: Jingsheng Electromechanical
Jingsheng Electromechanical is the first in the industry to develop and promote the application of a new generation of intelligent processing equipment and stacking machine component equipment that are compatible with 210 silicon wafers. The company's technical strength in the field of high-end precision processing is at the forefront of the industry, and it has established a leading advantage in the localization of key processing equipment for semiconductor materials.
The company's main business is engaged in the research and development, manufacturing and sales of crystal production equipment.
Photovoltaic upstream equipment: Maiwei Co., Ltd.
A domestic leader in solar cell screen printing equipment, the company's main business is the design, research and development, production and sales of high-end intelligent manufacturing equipment. The main products are complete sets of solar cell screen printing production line equipment.
Photovoltaic upstream equipment: Jiejia Weichuang
As the domestic leader in photovoltaic cell equipment, continuous technology research and development and rich technical reserves have enabled the company's main products to reach international standards in terms of technology and quality. advanced level.
The company is a high-tech enterprise engaged in R&D, production and sales of crystalline silicon solar cell equipment. Its products have been widely used in well-known solar cell manufacturing companies at home and abroad, with a high market share.
Wind power manufacturing: Xinqianglian
It has filled the domestic gap in the design and manufacturing of shield machine main bearings and direct-drive wind turbine main shaft bearings, and has cooperated with Mingyang Zhihuan Electric Power Co., Ltd. Wind energy China Railway Equipment and many other industry leading companies have established long-term and stable cooperative relationships.
The company’s main business is the research and development, production and sales of large slewing bearings and industrial forgings. The main products include wind power main shaft bearings, yaw bearings, pitch bearings, shield machine bearings and key components, offshore equipment crane slewing bearings and forgings, etc.
Wind power manufacturing: Mingyang Intelligent
One of the important enterprises in the domestic wind power industry with the most complete product categories and the most forward-looking layout, offshore wind power has great competitive advantages.
The company is mainly engaged in the manufacturing of new energy high-end equipment, new energy power station investment and operation and intelligent management business, as well as providing customers with overall solutions for wind power generation. The company's main products are large wind turbines, which are key equipment for wind power generation.
Wind power manufacturing: Sun and Moon Co., Ltd.
Committed to large-scale heavy industry equipment castings, it has a casting production capacity of 300,000 tons of castings per year.
The company’s main business is the R&D, production and sales of large-scale heavy industry equipment castings. It is mainly engaged in the R&D, production and sales of large-scale heavy industry equipment castings. Its products include wind power castings, plastic machinery castings and diesel engine castings, processing Center castings and other castings.
Main subdivisions of automobile manufacturing: vehicle manufacturing, parts manufacturing
Vehicle manufacturing: Great Wall Motors
Great Wall Motors is a domestic independent brand of passenger cars The leading ones are mainly fuel vehicles. It is one of the largest SUV and pickup truck manufacturers in China. The company's main business is the research and development, production, and sales of complete vehicles and major auto parts. The company's main business belongs to the automobile industry, and its products are divided into complete vehicles, parts, molds, labor services, and others.
Vehicle manufacturing: BYD
A leader in the global new energy vehicle industry, it has the world's leading battery, motor, electronic control and vehicle core technologies, as well as the world's first dual-mode technology and bidirectional inverter technology.
The company is mainly engaged in automobile business including new energy vehicles and traditional fuel vehicles, mobile phone parts and assembly business, secondary rechargeable batteries and photovoltaic business.
Complete vehicle manufacturing: Changan Automobile
The first company in China's automobile industry, and the second in China's automobile industry in terms of brand value.
The company is mainly engaged in the manufacturing and sales of automobiles (including cars), automobile engine series products, and supporting parts. The company's main products are cars, SUVs, MPVs, crossover passenger cars, buses, and trucks.
Parts manufacturing: Xusheng Co., Ltd.
The company is now one of the leading companies in the automotive precision aluminum alloy parts segment, with a high-quality customer system and an increase in revenue in recent years. It is faster and has an advantageous competitive position.
The company is committed to the fields of new energy vehicles and automotive lightweighting. Its leading products are precision machining parts for core systems such as new energy vehicle transmission systems and transmission battery systems.
Parts manufacturing: Wencan Co., Ltd.
Wencan Co., Ltd. ranks second among the top 50 Chinese die-casting manufacturers in terms of comprehensive strength. Its main customers are well-known domestic and foreign vehicle manufacturers and parts. Manufacturer, the production equipment selected is at an advanced level internationally and in the same industry.
The company’s main business is the R&D, production and sales of automotive aluminum alloy precision die castings. The company's main products are aluminum alloy die castings for automobiles.
Parts manufacturing: Huayu Auto
Huayu Auto is a comprehensive auto parts company with the largest business scale, the most product varieties, the widest customer coverage, and the strongest application development capabilities in China. listed companies.
The company’s main business is the design, R&D and sales of parts and assemblies for automobiles and other transportation vehicles and construction machinery. Its main products cover automotive interior and exterior trim parts, metal forming and molds, functional parts, electronics Electrical devices, thermal processing parts, new energy, etc.
Main subdivisions of satellites and applications: low-orbit satellites, Beidou navigation
Low-orbit satellites: China satellites
Satellite research and development It is a leading manufacturing monopoly company and one of the main suppliers of Beidou. The company has developed into an enterprise group with integrated space and ground design, development, integration and operation capabilities, focusing on the two main businesses of aerospace manufacturing and satellite applications, forming a number of competitive enterprises such as Aerospace Dongfanghong and Aerospace Star Technology.
Low-orbit satellite: China Satcom
As the second largest fixed communication satellite operator in Asia and the sixth largest in the world, China Satcom has high-quality communication and broadcast satellite resources. . It is the only commercial satellite telecommunications operator in my country, with a domestic market share of 80%.
The company’s main business is satellite space segment operation and related application services, and its main product is satellite space segment operation.
Beidou Navigation: Beidou Star
Beidou Star is the first listed company in my country's satellite navigation industry and the only listed company in the Beidou industry chain that has received shares from a large fund.
The company specializes in satellite navigation and positioning products. Its main products and services are high-precision satellite positioning antennas, UAV antennas, base station antennas, large S in-motion antennas, microwave dielectric ceramic components, and radio frequency components. Products, power amplifiers, Tianxuan receiver series, acquisition terminals, etc.
Beidou Navigation: HeZhongStrong
The company's Beidou high-precision product technical capabilities have achieved international leadership, and it has launched the first domestic Beidou agricultural machinery navigation automatic driving system, which is globally competitive in the Beidou navigation industry. One of the leading enterprises.
The business is the R&D, manufacturing and sales of related products based on high-precision satellite navigation technology. Provide Beidou high-precision product services and spatio-temporal information "cloud" comprehensive industry solutions to the industry market.
Note: The above companies are compiled and summarized based on public information such as performance reports. They are only used for sharing and exchange and learning, and are not used as a basis for buying and selling.