Zhongyuan Securities Research News pointed out that this year, the situation that lithium power equipment orders are full and demand falls short of demand continues. Photovoltaic still has a lot of funds to enter the market, the expansion of the whole industry chain is very strong, superimposed TOPCON, heterojunction and other battery technology routes to speed up cost reduction, iterative acceleration. With the promotion of the Semiconductor Act by the United States, the strategic intention of the semiconductor high-end industry to rein in China is still further deepened, and the domestic semiconductor industry chain will benefit from domestic self-control in the long term. Scenery lithium semi-equipment will be the mainstream track direction of the machinery industry for a long time.