Policy Dividend

On August 19, the SASAC Party Committee held an enlarged meeting. The meeting emphasized that scientific and technological innovation should be placed in a more prominent position, and central enterprises should be actively integrated into the national basic research and applied basic research innovation system, targeting industrial host computers, high-end chips, and new materials. , New energy vehicles, etc. to strengthen key core technology research.

As soon as the news came out, the entire industrial base machine sector set off a daily limit wave. Weihong, Genesis, Chunhui Intelligent Control, Huachen Equipment, Haozhi Electromechanical and other stocks have daily limit.

It can be seen that the State-owned Assets Supervision and Administration Commission puts the industrial mother machine in the first place, in the new energy vehicles, and even before the high-end chips, new materials and new energy vehicles, which is enough to highlight the important position occupied by the independence of the manufacturing industry.

Market Dividend

Secondly, in terms of market demand, according to data from China Machine Tool Industry Association, from January to June 2021, key contact companies have ample orders for metal processing machine tools. New orders increased by 42.5% year-on-year, and orders in hand increased by 25.8% year-on-year, which is a steady growth in the subsequent period. Provide motivation. At the same time, the renewal cycle drives the increase in demand for metal processing machine tools. The service life of machine tools is generally 10 years. The last round of production peak period was 2011. Therefore, the peak of machine tool replacement has come, and the annual demand is expected to further increase.

Capital Entry

The sudden emergence of the industrial host computer sector has received widespread attention from the market, and it is not difficult to find from the latest semi-annual shareholder list disclosed by related companies that various sources of funds have actually quietly entered the market in the second quarter.

Celestica Wynn Bond Investment Fund has become the fourth largest shareholder of Huachen Equipment with a shareholding of 2,300,700 shares (1.47% of the total share capital).

GF Multi-Factor Flexible Allocation Hybrid Securities Investment Fund ranks the seventh largest shareholder of Haitian Precision with 3.41 million shares.

The National Social Security Fund 401 Portfolio Fund holds nearly 10 million shares and ranks among the eighth largest shareholder of Han's Laser.

It is worth noting that there are currently 16 industrial parent machine companies that have announced their interim results. From the point of view of the increase in net profit, they have all achieved different degrees of growth. Among them, there are a total of 9 companies with an interim report/announcement performance increase of more than 100%. The net profit increase in the interim report is Weihong. The net profit of shareholders is 44,126,900 yuan, a year-on-year increase of 989.18%.

China Commercial Industry Research Institute predicts that the scale of my country's CNC machine tool industry will increase to 405.6 billion yuan in 2025. The machine tool is an industrial parent machine, and the core asset is expected to be born on the track of 100 billion yuan.