近200家上市公司“晒”行业景气度 部分企业订单已排至2029年

Core Insights - The article highlights a significant increase in order volumes among nearly 200 A-share listed companies, indicating a robust industrial climate in China, particularly in the machinery, electronics, and power equipment sectors [2] - The shift from "product export" to "value chain export" is evident, with companies leveraging technology and brand strength to secure key orders in high-end markets [3][6] - Emerging industries such as AI, energy storage, and semiconductors are experiencing substantial order growth, reflecting the transformation of technological trends into rapid market expansion [7][8][9] Group 1: Industrial Performance - Nearly 200 A-share listed companies reported "full orders" or "industry prosperity," with machinery, electronics, and power equipment being the most vibrant sectors [2] - Companies like Tongyu Communication and Chutian Technology are accelerating their globalization efforts, achieving significant breakthroughs in developed markets [3] - Keda Manufacturing reported that its ceramic machinery orders exceeded the previous year's figures, with over 65% of orders coming from overseas [5] Group 2: Emerging Industries - The AI, energy storage, and semiconductor sectors are seeing high growth in orders, with companies like Lanke Technology reporting over 140 million yuan in pending orders for their DDR5 chips [7] - The energy storage market is recovering rapidly, driven by global energy transitions, with companies like Nanfang Technology noting a temporary supply shortage in high-quality battery cells [8] - The semiconductor industry is benefiting from a dual boost of cyclical recovery and domestic substitution, with companies like Aisen Co. reporting over 40% revenue growth [9] Group 3: Traditional Industries - Traditional heavy industries such as marine equipment and shipbuilding are also showing strong performance, with some companies' order backlogs extending to 2027 or 2029 [10][11] - CIMC reported a backlog of approximately 5.55 billion USD in its marine engineering segment, with production scheduled through 2027-2028 [10] - Xiamen Xiangyu's shipbuilding business has orders scheduled through 2029, reflecting a robust demand in marine oil and gas development [11]