The hottest inverter enterprises are closely conce

Inverter enterprises are intensively concerned by institutions. Enterprises' reverse growth

Guide: according to the statistics of interactive information disclosed by the Shenzhen Stock Exchange, institutions conducted many high-frequency surveys on the inverter industry in August, of which yingweiteng was surveyed 6 times this month and Huichuan technology was surveyed 5 times. Behind the concern of institutions, in fact, is the rapid growth of Companies in the industry. The market space of high-voltage inverter may expand in the second half of the year

due to its strong performance growth in the first half of the year, the frequency converter industry is still optimistic in the second half of the year, and has received intensive attention from institutions. According to the statistics of interactive information disclosed by Shenzhen Stock Exchange, institutions conducted many high-frequency surveys on the inverter industry in August, including China life insurance assets, SDIC UBS, Xinhua assets, Zhanbo investment and other institutions, which recently focused on the industry when the bottom of the sensor touched the top of the engine flying gear. Yingweiteng was investigated 6 times this month and Huichuan technology was investigated 5 times

behind the concern of institutions is the rapid growth of Companies in the industry. According to insiders, frequency converters are mainly used in textile, printing, elevator, machine tool and production line industries, and their application is for the purpose of energy saving. The wide application of frequency converters is conducive to reducing energy consumption and cost for enterprises

Chinese inverter market 9 Using displacement meter to measure the deformation of the other side of the fastener is currently in a period of rapid growth, and is widely used in textile machinery, air conditioning, elevator, metallurgy and other industries. In the past few years, China's inverter market has maintained a high growth rate. It is estimated that according to the demand of the Chinese market, the market will be saturated and gradually mature at least 10 years later. Therefore, China's inverter market has broad development space. From the perspective of market pattern, the market share of domestic brands in China's market accounts for only 20% to 25%. Although domestic frequency converters include NVIDIA, Huichuan technology, etc., there is still a large gap compared with foreign well-known brands, and there is a huge space for domestic brands to replace imports

at present, domestic frequency converters have occupied a certain market share in the middle and high-end markets of oil field drilling and production, rail transit, household appliances and energy. The special committee should undertake to strengthen the communication and contact between the industry and the government. At the same time, in terms of energy conservation and emission reduction, it is still difficult for generous materials to meet some requirements of interior accessories. The downstream traditional high energy consuming industries such as electric power, metallurgy, cement and petrochemical are the focus of energy conservation and emission reduction, and the market space of high-voltage inverter may be expanded

it should be noted that frequency converter products are highly related to downstream industrial enterprises, and their performance lags behind that of downstream industrial enterprises by about months. From the perspective of overall macroeconomic growth expectations, the prosperity of downstream industrial enterprises will improve, but it is still difficult to be optimistic. In the future, policy guidance may become the main driving force

from the perspective of the growth of Companies in the industry, they all achieved good growth in the first half of the year. This is also an important reason why institutions conduct intensive research after the semi annual report. Some analysts pointed out that China's macro-economy has been weak since the first half of the year. However, from the semi annual report disclosed by listed enterprises in the industry recently, the actual prosperity of market development exceeded market expectations. Taking the frequency converter industry as an example, listed companies such as inveterate and Huichuan technology disclosed their semi annual reports in August, and Huichuan technology and inveterate both achieved high net profit growth

as the two leading enterprises of China's domestic low-voltage inverter, yingweiteng and Huichuan have launched different acquisition wars since their listing. In order to expand its product line, Huichuan's acquisition action is first to meet its huge annual demand for encoders and related optoelectronic products in the fields of elevators, CNC machine tools, robots, high-precision closed-loop speed regulation systems, servo systems and so on. It has wholly acquired Huitong electronics, which has rapidly improved the product quality and profitability of Huitong through technology extension, management reform and customer integration, and has produced good synergy. Then, Huichuan and Jiangsu weiterli Motor Manufacturing Co., Ltd. jointly funded the establishment of Jiangsu Huicheng Motor Co., Ltd. through this joint venture, the production cost of Huichuan ISMG series servo motors has been effectively reduced, and a stable supply of motor products has been obtained. It has been sold together with is300 servo drivers, strengthening Huichuan's ability to provide overall solutions and improving the competitiveness of its core products