165438+1On October 23rd, the 2022 World Intelligent Manufacturing Conference opened in Nanjing, Jiangsu. At the opening ceremony, the first comprehensive intelligent manufacturing resource gathering and service platform in China-intelligent manufacturing data resource public service platform was officially launched.
Xin, Vice Minister of the Ministry of Industry and Information Technology, said in his speech that the Ministry of Industry and Information Technology will adhere to the main direction of intelligent manufacturing, base itself on the actual manufacturing industry in China, lay a solid foundation, improve standards, cultivate ecology, strengthen applications, and accelerate the creation of an "upgraded version" of intelligent manufacturing. Efforts will be made to build a high-level industrial system, promote the innovative development of intelligent manufacturing equipment, industrial software and system solutions, and strengthen the construction of digital infrastructure such as 5G, artificial intelligence and industrial Internet. Strive to form a high-standard application system, continue to carry out pilot demonstration actions of intelligent manufacturing, build more intelligent factories and intelligent supply chains, accelerate the digital transformation of small and medium-sized enterprises, and encourage the construction of intelligent manufacturing pioneer areas.
Intelligent manufacturing industry is the biggest theme of economic transformation.
According to the research report of China Merchants Securities, China's economy is in the process of transformation, and the equipment manufacturing industry continues to play an important role. In this process, intelligence is the biggest theme, which directly corresponds to the pain points such as rising labor costs, downstream involution and product upgrading. High-end equipment has always been one of the main directions of "domestic substitution". In the short term, the current manufacturing industry is at the bottom of the boom, with a high probability of marginal upward in the coming year; In the long run, high-end equipment manufacturing plays an important role in economic upgrading, and intelligence is the general trend. The main investment line of machinery industry in the future 1 year is the recovery of manufacturing industry and the independent control of high-end equipment. Among the sub-sectors, the general equipment sectors such as robots, machine tools, knives and forklifts are mainly recommended.
On the policy side, on September 27th, the Ministry of Industry and Information Technology and other four departments jointly issued the Notice on Launching the Pilot Demonstration Action of Intelligent Manufacturing in 2022. Ping An Securities said that the pilot demonstration action will focus on excellent scenes and demonstration factories of intelligent manufacturing, and promote the construction of demonstration factories by revealing the list, which will help to explore the promotion path of standardization, modularization and precision of best practices of intelligent manufacturing and accelerate the development of intelligent manufacturing in China.
25 outstanding concept stocks have received great attention from the organization.
According to the statistics of the Securities Times, the net profit of the A-share market increased the highest year-on-year in the first three quarters. More than 10 institutions paid attention to intelligent manufacturing concept stocks, with 25 * * *. In terms of scale, only four stocks, such as Huichuan Technology, SMIC, Ziguang Guowei and Beifang Huachuang, have the latest market value exceeding 100 billion.
Huichuan Technology has the highest market value, reaching1875.69 billion yuan. The company is a leading enterprise in domestic industrial control, new energy vehicle electric drive and elevator electric supporting industries, and achieved a net profit of 3.085 billion yuan in the first three quarters, up 23.79% year-on-year. CITIC Jiantou said that the company's internal management reform and key account strategy will increase market share, and the implementation of equity incentives will further contribute to the improvement of medium and long-term performance.
Since June 165438+ 10, semiconductor concept stocks have been among the top gainers. Among them, the cumulative increase of innovation in Zhao Yi ranks first, accounting for 21.06%; Sheng Bang and Yangjie Technology increased by more than 65,438+00%. CITIC Securities believes that semiconductors are currently at the bottom stage, and design companies and downstream customers are actively promoting destocking. With the gradual recovery of downstream demand, we are optimistic that the industrial cycle will bottom out in the second quarter of next year. The oversold rebound logic can focus on Zhao Yi's innovation, and the performance-driven logic can focus on Sheng Bang.
From the perspective of institutional attention, Zhongkong Technology, Beifang Huachuang, Jiejia Weichuang and Pilotage Intelligence are highly concerned, with more than 30 institutions participating in the company rating; There are more than 20 rating agencies, such as Starr Semiconductor, Zhao Yi Innovation and Huichuan Technology, which hold more than 10 shares. In terms of performance, Haimuxing's net profit ranked first with a year-on-year increase of 507.72%; The net profit of 7 shares, such as Gao Ce and Lian Win Laser, doubled year-on-year.