What Machinery and Equipment to Invest in: A Guide to Popular Industry Analysis and Data in 2024
With the advancement of science and technology and industrial upgrading, investment in machinery and equipment has become the focus of enterprises and individuals. This article will combine the hot topics on the Internet in the past 10 days to analyze the current fields of machinery and equipment with the most investment value for you, and provide structured data reference.
1. Popular machinery and equipment investment directions in 2024
According to recent search data and industry reports, the following areas are most active:
| Ranking | Device category | heat index | annual growth rate | Main application areas |
|---|---|---|---|---|
| 1 | AI server | 95 | 45% | Data center, cloud computing |
| 2 | New energy battery production equipment | 88 | 32% | Electric vehicles, energy storage |
| 3 | industrial robot | 85 | 28% | Intelligent manufacturing and logistics |
| 4 | 3D printing equipment | 78 | 25% | Medical, aerospace |
| 5 | Semiconductor manufacturing equipment | 75 | 30% | 芯片生产 |
2. Analysis of investment in key equipment
1. AI server
With the popularity of large model applications, the demand for AI servers has surged. Major manufacturers include NVIDIA, AMD, etc., and the investment return cycle is about 2-3 years.
| model | Computing power (TFLOPS) | Price range (10,000) | Energy consumption(kW) |
|---|---|---|---|
| NVIDIA DGX H100 | 4000 | 200-300 | 10.2 |
| AMD Instinct MI300 | 3500 | 180-250 | 9.5 |
2. New energy battery production equipment
Benefiting from the global energy transition, there is strong demand for lithium battery production equipment. Focus on core equipment such as coating machines and winding machines.
| Device type | localization rate | Unit price(10,000) | technical barriers |
|---|---|---|---|
| Coating machine | 60% | 500-800 | high |
| Winding machine | 45% | 300-600 | Middle to high |
3. Investment suggestions and risk warnings
1. Investment advice
• Prioritize emerging industrial equipment supported by the government
• Pay attention to the technology iteration cycle of equipment
• 考虑二手设备市场的投资机会
2. Risk warning
• Rapid iteration of technology leads to depreciation of equipment
• Risk of industry policy changes
• Impact of raw material price fluctuations
4. Forecast of equipment investment return in 2024
| Device type | Investment payback period (years) | average annual return | Continuity of market demand |
|---|---|---|---|
| AI server | 2-3 | 35-50% | More than 5 years |
| Lithium battery equipment | 3-4 | 25-40% | More than 8 years |
5. Conclusion
In 2024, investment in machinery and equipment should focus on the three major areas of AI computing, new energy and intelligent manufacturing. Investors need to choose the appropriate type of equipment based on their own capital size and technical capabilities. At the same time, it is recommended to pay close attention to industry technology development trends and policy orientations and adjust investment strategies in a timely manner.
The above data analysis is based on industry dynamics and market research in the past 10 days. Specific investment decisions need to be professionally evaluated based on the actual situation.
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