Construction machinery: Excavator sales data were released in August, with a year-on-year growth rate of - 13.7%. The overseas market continued to grow at a high rate. In August, the excavator industry sold 18075 units, with a year-on-year growth rate of - 13.7%. Among them, domestic (including Hong Kong and Macao) sales of 12349 units, with a year-on-year growth rate of - 31.7%, and export of 5726 units, with a year-on-year growth rate of+100%. Overseas sales continued to grow at a high rate.
Photovoltaic equipment: TOPcon+HJT continuously refreshes the best performance in efficiency, and technological iterations in the cell segment drive equipment upgrades. The first batch of tubular heterojunction PECVD process batteries from Jiejia Weichuang were successfully brought off the production line, and the construction of China Resources Power's 12GW high-efficiency heterojunction solar cell and module manufacturing project began. In the past six months, the pace of introducing new heterojunction technologies has been accelerating, and the smooth introduction of technology is expected to accelerate the entry of heterojunction battery chips into the market. The industrialization process of heterojunction has been smooth since 2019. With the joint promotion of multiple enterprises, the efficiency of mass production has been significantly improved, and the path to cost reduction is clear. It is expected that in 2023, it will comprehensively demonstrate super comprehensive advantages in terms of efficiency, cost, power generation gain ability, and other aspects.
Machine Vision: Machine vision as the "eye" of a machine. It is a prerequisite for autonomous robot action and can realize the functions of computer systems such as observing, recognizing, and judging the external environment. It is one of the most important frontier branches in the field of artificial intelligence. Liu Wei, Director of the Intelligence Research Institute of CSG University of Science and Technology, once stated that the artificial intelligence market is expected to reach 100 billion markets by 2020. According to data from Tsinghua University, foreign machine vision applications account for 34.9% of the artificial intelligence field, which will benefit from the development boom of artificial intelligence and have a broad prospect.
Large displacement motorcycles: China's medium and large displacement motorcycles with a sales volume of>250cc maintain a rapid growth trend. From January to July 2021, the cumulative sales volume of 250cc+displacement motorcycles in China was 174000,+68% year-on-year; Among them, the cumulative sales volume of 250-400cc displacement motorcycles was 121000,+82% year-on-year; The cumulative sales volume of 400-750cc motorcycles was 54000, representing a year-on-year increase of+43%.
Lithium battery equipment: On the evening of August 12, the power battery leader Ningde Times announced a fixed increase: The company plans to increase the total share capital of the company to no more than 35 specific targets by no more than 10% (i.e. no more than 233 million shares) before this issuance, with a total amount of raised funds of no more than 58.2 billion yuan, and invest in 7 projects. Both Yiwei Lithium Energy and AVIC Lithium entered the 100 GWH production expansion force in 2021. The expansion plan for the Northvolt lithium ion battery super factory is already underway, and large-scale production is planned for 2021. Due to the general shortage of lithium equipment production capacity, terminal orders have gradually spread to second-tier manufacturers. According to our statistics, mainstream lithium equipment manufacturers received nearly 45 billion orders in 2021, including about 34.8 billion lithium business orders, accounting for 2.98 and 2.31X of their revenue in 2020. Lithium equipment has been transferred to the seller's market, resulting in tight supply and demand.
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