The Three-year Shareholder Returns and Company Earnings Persist Lower as Wuxi Lead Intelligent EquipmentLTD (SZSE:300450) Stock Falls a Further 6.5% in Past Week
Guolian: Lithium battery equipment welcomes new opportunities, the supply and demand of Photovoltaic Equipment is expected to bottom out and reverse.
Looking ahead to 2025, the domestic market is restarting expansion, and lithium battery equipment is facing new opportunities; policies are accelerating capacity elimination, and the supply and demand of Photovoltaic Equipment is expected to reverse at the bottom.
China Galaxy Securities 2025 Machinery Industry Strategy Report: Domestic demand recovery dances with new productive forces.
Amid uncertainties in exports that may exert pressure, high-tech investment and equipment upgrades are expected to continue driving the growth of manufacturing investment. Considering the prevalent overcapacity in many Industries in China, it is advisable to selectively choose symbols that have autonomous control and optimized structures.
Wuxi Lead Intelligent Equipment (300450.SZ): Able to provide overall solutions for the hydrogen energy Industry Chain.
On January 2, Glonghui reported that Wuxi Lead Intelligent Equipment (300450.SZ) stated on its investor interaction platform that the company can provide comprehensive solutions for the hydrogen energy Industry Chain, including Fuel Cell Energy, PEM and alkaline electrolyzers, perovskite CECEP Solar Energy battery production and hydrogen energy testing equipment. The core product lines include PEM membrane and GDL preparation production lines, pulp coating production lines, membrane electrode packaging production lines, stacks, system assembly production lines, and testing platform product lines. In 2023, the company achieved a Global Strategy cooperation with Fortescue and successfully completed the formal delivery of its independently developed PEM electrolyzer stacking line.
Soochow Securities' strategy for lithium battery equipment in 2025: Bullish on the expansion restart of domestic leading manufacturers & the entry of overseas automakers. Pay attention to the industrialization progress of new technologies such as Solid St
Past commercial performance of equipment has short-term pressure, but domestic Electric Vehicles stimulation and overseas expansion are expected to support future Order growth. Domestic top clients are likely to restart bidding, while overseas focus is on the expansion of complete vehicle manufacturers.
Wuxi Lead Intelligent Equipment (300450.SZ): In the Solid State Battery field, the company is a service provider of fully automated production line solutions with complete independent intellectual property rights.
On December 19, 2023, Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform that in the Solid State Battery field, the company is a service provider of fully autonomous intellectual property full-line solutions for Solid State Batteries, successfully streamlining the entire production process for mass production of Solid State Batteries and achieving coverage of key equipment from full-line solutions to each production section. Since 2020, the company has established equipment cooperation with several leading enterprises in the Industry. Recently, the Solid State dry method electrode coating equipment customized for a leading battery enterprise customer in South Korea has been successfully delivered to the customer's site and has received high recognition from the customer. So far, the company has delivered its products to Europe and America.
Wuxi Lead Intelligent Equipment (300450.SZ): In the Semiconductors field, the company can provide laser processing equipment such as wafer marking machines and drilling machines.
On December 19, Glorious Investment reported that Wuxi Lead Intelligent Equipment (300450.SZ) indicated on the investor interaction platform that in the Semiconductors field, the company can provide wafer marking machines, drilling machines, and other laser processing equipment. While promoting and solidifying the development of its main Business, the company will continue to adhere to the Global Strategy, explore suitable external development opportunities and growth prospects, and enhance the company’s overall competitiveness.
Wuxi Lead Likely to Benefit From Lower Impairments, Stabilizing Demand -- Market Talk
Wuxi Lead Intelligent Equipment Raised to Buy From Sell by Citigroup >300450.SZ
Wuxi Lead Intelligent Equipment (300450.SZ): can provide intelligent logistics equipment such as agv for various processes in smart factory complete lines and smart factory software systems like the logistics information management platform (LMIS).
Glory Holdings reported on December 10 that wuxi lead intelligent equipment (300450.SZ) stated on the investor interaction platform that the company's products in the 3C asia vets equipment field cover visual measurement, AI defect detection, five-axis high-speed dispensing, large flow sealing, imaging testing, electrical testing, reliability testing, and 3D assembly, focusing on three major global smart automobile, consumer electronics, and digital energy sectors. It has independently developed 3D+AI visual algorithms, five-axis precision fluid technology, and integrated testing technology. In the smart logistics system business area, the company can provide smart logistics equipment such as agv for various process segments of the entire line in smart factory applications.
wuxi lead intelligent equipment (300450.SZ): with self-developed 3D+AI visual algorithm, five-axis precision fluid technology, integrated testing technology
On December 10, Gelonghui reported that Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform that the company's products in the 3C smart equipment field cover visual measurement, AI defect detection, five-axis high-speed dispensing, high-flow sealing, imaging testing, electrical testing, reliability testing, and 3D assembly, focusing on the global smart automobile, consumer electronics, and digital energy sectors. It has developed its own 3D+AI visual algorithms, five-axis precision fluid technology, and integrated testing technology.
wuxi lead intelligent equipment (300450.SZ): The company has equipment related to dry electrode process.
Gelonghui, December 5th, wuxi lead intelligent equipment (300450.SZ) stated on the investor interaction platform that the company has equipment related to dry electrode technology. Recently, the solid-state dry electrode coating equipment customized for a leading battery company customer in south korea has been successfully delivered to the customer's site and has been highly recognized by the customer. As of now, the company has delivered solid-state battery production equipment for various sections to leading battery customers, well-known car companies, and emerging battery customers in countries and regions such as Europe, the United States, Japan, and south korea. The related products have been highly recognized by customers and have received repeat orders.
Wuxi Lead Intelligent Equipment (300450.SZ): The company has delivered solid state battery production equipment for various stages to top battery customers in Europe, America, Japan, Korea, and other countries and regions.
Gelonghui December 3rd | Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform that in the solid state battery field, the company is a full solid state battery production line solution service provider with complete independent intellectual property rights, and has successfully connected all the production process links of solid state batteries, realizing key equipment coverage from complete solutions to each section. Since 2020, the company has reached equipment cooperation agreements with leading companies in multiple industries. Recently, the solid-state dry electrode coating equipment customized for a top South Korean battery company customer has been successfully delivered to the customer site and has been highly recognized by the customer. As of now, the company has already expanded to Europe, America,
wuxi lead intelligent equipment (300450.SZ): The independently developed and produced calcium titanium oxide GW wire laser marking equipment has been smoothly shipped and sent to the on-site of top customers in the domestic industry.
Gelonghui November 29th | Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform that the company's main products in the photovoltaic intelligent equipment business include 0BB string welding machines and other photovoltaic component end intelligent equipment; wet process equipment such as velvet making/alkali throwing/cleaning/removing BSG/removing PSG, silk screen/printing/sintering/testing and sorting process equipment, TOPCon, HJT, XBC, calcium titanium and other areas of photovoltaic cell end production line equipment, etc. The company's independently developed and produced calcium titanium GW line laser scribing equipment has been successfully shipped and delivered to the top customers in the domestic industry. For specific order information, please refer to the relevant disclosure.
wuxi lead intelligent equipment (300450.SZ): Products in the 3C intelligent equipment field cover visual measurement, AI defect detection, reliability testing, and 3D assembly.
On November 27, Gelonghui reported that Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform that the company's products in the 3C smart equipment field cover visual measurement, AI defect detection, five-axis high-speed dispensing, high-flow sealing, imaging testing, electrical testing, reliability testing, and 3D assembly, focusing on the global smart automobile, consumer electronics, and digital energy three major smart fields. It has self-developed 3D+AI visual algorithms, five-axis precision fluid technology, and integrated testing technology.
Wuxi lead intelligent equipment (300450.SZ): can provide a complete line solution for lithium battery intelligent manufacturing, covering various battery types including solid state battery, for the low-altitude economy field.
Gracell November 26th, wuxi lead intelligent equipment (300450.SZ) stated on the investor interaction platform that the company can provide a complete solution for lithium battery smart manufacturing, including solid state battery and various other types of batteries, for the low-altitude economy sector.
Wuxi lead intelligent equipment (300450.SZ): providing customers with intelligent warehousing, production logistics, distribution center, and information-based complete line logistics solutions.
On November 26, Gelonghui reported that wuxi lead intelligent equipment (300450.SZ) stated on the investor interaction platform that the company can provide intelligent logistics equipment and a complete logistics information management platform (LMIS), intelligent manufacturing execution system (MES), intelligent warehouse management system (WMS), intelligent warehouse scheduling system (WCS), intelligent agv scheduling system (ACS), data collection and monitoring system (SCADA), and other intelligent factory software systems, providing customers with comprehensive intelligent warehousing, production logistics, distribution center, and information-based complete logistics solutions.
wuxi lead intelligent equipment (300450.SZ): has successfully connected all production process links of solid state battery mass production.
Gelonghui November 18th|Wuxi Lead Intelligent Equipment (300450.SZ) stated on the investor interaction platform on November 18th that the company is a lithium battery equipment full-line solution provider with completely independent intellectual property rights, has successfully connected all the key process links of solid-state battery mass production, realized coverage from full-line solutions to key equipment in each section, involving the full line of processes such as positive and negative electrode preparation, electrolyte film preparation, lithium metal electrode preparation, solid-state battery cutting and stacking, cell densification, assembly, and formation capacity control.
Stimulated by the dual demand of electric vehicles and low-altitude economy, the solid state battery industry is accelerating its development.
①Taiwan Blue New Energy announced that the company's research and development project for the "membrane-less semi-solid lithium-ion battery large-scale preparation project" has successfully passed the technology achievement appraisal organized by the China National Light Industry Council. ②Citic Sec research reports indicate that besides the recent progress in solid state battery led by vehicle manufacturers, the aviation field is gradually becoming an important application scenario for solid state batteries, and lithium battery equipment manufacturers are expected to open a second growth curve in the solid state battery sector.
Founder Securities: Battery production capacity expansion is expected to restart, equipment and materials usher in opportunities.
In Q3 2024, china shipbuilding industry group power battery companies have invested in and constructed 25 new projects both domestically and internationally, with a total investment exceeding 99.1 billion yuan, and the expected new battery production capacity will reach 281 GWh.