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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.
While Shareholders of Wuxi Lead Intelligent EquipmentLTD (SZSE:300450) Are in the Red Over the Last Three Years, Underlying Earnings Have Actually Grown
