Haichen shares rose more than 12% as business capabilities in the field of automation were enhanced.

At the opening of trading on October 16, the share price of Haichen shares rose sharply, with an intraday increase of more than 12%.

On the news, a few days ago, Haichen Co., Ltd. announced that the company’s controlling subsidiary Jiangsu Haikunmeng Intelligent Technology Co., Ltd. (hereinafter referred to as "Haikunmeng") plans to acquire Mengli Automation (Kunshan) with its own funds in cash. Co., Ltd. (hereinafter referred to as "Kunshan Mengli") 100% equity. The acquisition price is RMB 180 million.

It is understood that Kunshan Mengli was established on November 24, 2015. Its main business is the research and development, production and sales of logistics and warehousing intelligent automation systems, and provides smart factory automation and logistics automation solutions for semiconductor and panel industry manufacturers. , as well as providing solutions such as automatic warehousing.

In terms of industry fundamentals, smart warehousing, smart factories and automation businesses have broad market prospects. With the continuous development and application of artificial intelligence, Internet of Things, 5G and other technologies, smart manufacturing has gradually become the core competitiveness of the manufacturing industry, and smart warehousing, smart factories and automation technology are important components of smart manufacturing. At the same time, the rapid development of high-end manufacturing industries such as semiconductors and panels will also promote the continuous improvement of smart warehousing, smart factories and automation technology.

Sinolink Securities recently released a research report stating that the Central Committee of the Communist Party of China has issued important instructions on promoting new industrialization, regarding new industrialization as a key task and system engineering in the new era, and emphasized improving the resilience and safety level of the industrial chain. The essence of new industrialization mapped to the computer track is industrial informatization/digitization/intelligence with industrial software as the core. Against the background of PMI marginal improvement and manufacturing CAPEX entering an upward cycle, some industrial software targets are at the bottom of the historical valuation center. , there is a lot of room for plate repair.